Respond to employee inquiries. Respond to Resources and benefits staff inquiries Provide electronic participant communications to be used in County communications. Provide and maintain a toll-free 24-hour customer service number and website for participants and/or Human Resources/benefits staff. Provide Employee Year End Account Statement to each participating employee four to eight weeks prior to the end of the plan year. Attend at one annual onsite wellness event. REPORTING & RECORD KEEPING The Contractor Shall… Maintain accurate accounting for the deposits and disbursements from each employee’s account(s) and maintain accurate records for all claims paid. Prepare monthly deposit and claims report for the County. Mandatory forfeiture reports following grace period Perform all periodic government reporting, filing and amendments as required by law. Perform all discrimination tests, reporting, filing and amendments as required by law. RESPONSE REQUIREMENTS Contractors should include the following in their response: Signed and completed page 1 of this quote form; and All Response Forms A completed W9 form EVALUATION Cost Method of Approach Capacity of the Responder Conformance to Statement of Work Conformance to Terms & Conditions END OF STATEMENT OF WORK DEFINITIONS The following definitions apply to the entire Solicitation Document: means any item the Solicitation requires the Responder to submit as part of the Offer. “Attachment” means the combination of the Solicitation, including the Uniform and Special Instructions to Responders, the Uniform and “Contract” Special Terms and Conditions, and the Specifications and Statement or Scope of Work; the Offer and any Best and Final Offers; and any Solicitation Addendums or Contract Amendments. "Contract Amendment" means a written document signed by the Pinal County Board of Supervisors, the , Chief Financial Officer or their designee that is issued for the purpose of making changes in the Contract. means any person who has a Contract with the County. “Contractor”
Respond to employee inquiries. Respond to Resources and benefits staff inquiries Provide electronic participant communications to be used in County communications. Provide and maintain a toll-free 24-hour customer service number and website for participants and/or Human Resources/benefits staff. Provide Employee Year End Account Statement to each participating employee four to eight weeks prior to the end of the plan year. Attend at one annual onsite wellness event. REPORTING & RECORD KEEPING The Contractor Shall… Maintain accurate accounting for the deposits and disbursements from each employee’s account(s) and maintain accurate records for all claims paid. Prepare monthly deposit and claims report for the County. Mandatory forfeiture reports following grace period Perform all periodic government reporting, filing and amendments as required by law. Perform all discrimination tests, reporting, filing and amendments as required by law. RESPONSE REQUIREMENTS Contractors should include the following in their response: Signed and completed page 1 of this quote form; and All Response Forms A completed W9 form EVALUATION Cost Method of Approach Capacity of the Responder Conformance to Statement of Work Conformance to Terms & Conditions END OF STATEMENT OF WORK DEFINITIONS The following definitions apply to the entire Solicitation Document: “Attachment” means any item the Solicitation requires the Responder to submit as part of the Offer. “Contract” means the combination of the Solicitation, including the Uniform and Special Instructions to Responders, the Uniform and Special Terms and Conditions, and the Specifications and Statement or Scope of Work; the Offer and any Best and Final Offers; and any Solicitation Addendums or Contract Amendments. "Contract Amendment" means a written document signed by the Pinal County Board of Supervisors, the , Chief Financial Officer or their designee that is issued for the purpose of making changes in the Contract. “Contractor” means any person who has a Contract with the County.
RFQ%20174723%20Flexible%20Spending%20Account%20Administration.docx