Dependent Eligibility Audit Services

The vendor required to provide dependent eligibility audit completed by April 1, prior to the start of the fiscal year 2025–2026 benefits open enrollment period.
- Requirement:
1. Audit planning and project management 
•    Develop a project plan, timeline, and communication strategy
•    Assign a project manager and key staff.
2. Data collection and validation
•    Work with the district to obtain enrollment files from the financial system, which includes employee data, carriers, and payroll systems.
•    Validate data accuracy and identify discrepancies.
3. Dependent verification audit
•    Verify eligibility of all dependents enrolled under medical, dental, and vision plans.
•    Acceptable verification documents may include birth certificates, marriage licenses, tax returns, or other proof of dependency.
•    Provide secure document submission options for employees.
4. Communications support
•    Provide templates and tools for employee communication.
•    Manage outreach to employees regarding documentation requirements and deadlines.
5. Reporting and deliverables
•    Provide detailed audit reports including:
o    Number of dependents reviewed.
o    Number and types of dependents flagged or removed.
o    Estimated cost savings.
•    Final summary report and recommendations for maintaining ongoing compliance.
6. Optional ongoing services (please provide pricing separately):
•    Continuous eligibility monitoring.
•    Annual dependent verification audits.

- Contract Period/Term: 1 year
- Questions/Inquires Deadline: January 12, 2026