Flexible Spending Account Administration and Section 125 COBRA and Retiree Administration

The Vendor is required to provide a flexible spending accounts administration marketing survey for our valued client, the superior court.
- Services include:
• Compensation: 0% - net of commission
• Current FSA-HC plan maximum $3,300 and FSA-DC plan maximum of $5,000 if married filing jointly; $2,500 if married and filing individually
• FSA-HC has the rollover feature allowing any funds $660 or less remaining in the plan at the end of the year to be carried forward to the following year.
• FSA-HC has 2 different employee/employer contribution structures based on bargaining unit
• Monthly minimums/maximums and set up/renewal fees imposed
• The court is requesting rate guarantee(s) for five (5) years, one for the initial term and one for an option to renew in the second through fifth year. 
• The option to extend the contract in year 2 through 5 is exercisable at the sole discretion of the court.
• describe the unique features of your FSA administration
• Methods of claim submission and detail the process
• Claim processing timing
• Initial and ongoing claim funding options (ach, TPA issues checks drawn on client’s account, etc.)
• Debit card option and pricing
• Run-out claims time frame and process
• Employee account access
• Enrollment meetings/benefit fairs will be conducted at various locations to educate the employees on their benefits during their lunch hour. 
• A representative from your company will be requested to attend. 
• If you require a minimum number of employees to attend, please provide your guideline – if a carrier change is made, we request the minimum to be waived for the first open enrollment held this fall. 
• Please provide a microsite where employees and dependents will be able to see the court offerings and download summaries and value-added resources.
• Cost of statements sent to participant and frequency of notices (i.e. initial, quarterly, and year end)
• Communication materials including the timing and sample letters for requesting claims back up
• Include non-discrimination testing
• Mobile-app and chat capabilities
• Plan documents/summary plan descriptions
• Implementation requirements and timeline
• Sample of the business associate agreement that clients are required to sign due to the health information technology for economic and clinical health act, public law 111-005, (hi-tech act) and HIPAA.
• Account management support - the court is looking for a dedicated account management team to provide support for the HR staff rather than a call center. 
• Please provide location and the hours of operation and time zone for the account manager and customer service.
• Detailed description of renewal process including any information/actions needed from HR.
• Please include a performance guarantee based upon implementation, service standards, etc. for the court’s consideration.
• Waive the binder check if required.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: July 14, 2025