Flexible Spending Accounts Third Party Administrator Services

The Vendor is required to provide third party administrators (“TPA”) for the administration of current and future assigned flexible spending accounts (“FSA”); management of county’s FSA medical and dependent care claims (collectively referred to as “claims”). 
- Must be willing to accept current pending claims.
- The FSA plan year runs January 1 through December 31 and is offered to “benefits eligible” active employees only.
- Claim management and reporting are performed by the current TPA.
- Provide third party Claims administration services for all County FSA health and dependent care claims.
- Provide customer service to the plan participants, including but not limited to:
•    Participant debit card access to FSA funds.
•    Fund balance information for plan participants.
- Maintain files and records for all Claims according to applicable regulation.
- Ongoing monitoring of regulations and laws for legally compliant management of all types of FSA plans.
- Process FSA enrollments during the annual open enrollment periods and throughout the Plan year for eligible participants.
- Claims services.
•    Examine and review all Claims that are submitted for accuracy, completeness and adherence to the terms of the FSA plans and regulations.
•    Verify eligibility, account balances and compliance prior to reimbursement.
•    Check for errors and reconcile discrepancies.
•    Manage the distribution of Claim funds to the appropriate parties. Determine the quality of the Claim and the amount payable for the services.
- Claims Management System
•    Permit secure online access to the Offeror’s Claim Management System by designated County representatives for Claim file review, claim research, claim financials, ad hoc reporting, and specified monthly reports.
•    Provide various levels of authorized access.
•    Meet all security requirements established by the department, office, and attorney’s office.
•    Provide scheduled monthly export file or download of specified data elements of all files to the County’s Risk Management Information System.
•    Accept online Claims.
•    Provide standard FSA forms on the Offeror’s web page.
•    Track and report FSA Medical and FSA Dependent Care expenses by Claim and aggregate totals.
- Reporting and Analysis Requirements
•    Closed Claims
•    Claims Pending
•    New Claims Reported
•    Claims by type
•    Claims by Location
•    Claims by Group
•    Payment Reports
•    FSA Medical and FSA Dependent Care Check Runs
•    Claims by Employee/ County Department/Agency
•    Bank Reconciliations
- Consultant shall be responsible for all costs associated with the transfer of all Claims information and documentation from the County’s current TPA’s system (File handler) to its own Claims system.
- Consultant must respond to County’s e-mails and voice mails within twenty-four (24) hours of receipt.

- Contract Period/Term: 3 years
- Questions/Inquires Deadline: October 20, 2025