Addendum_#3_-_correction_to_page_7_of_RFP.pdf

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REQUEST FOR PROPOSAL FOR COMPREHENSIVE ADMINISTRATIVE AND INVESTMENT SERVICES FOR THE COUNTY OF ORANGE’S HEALTH REIMBURSEMENT ARRANGEMENT PROGRAM
Solicitation number
017-202406-MC
Issued by
Orange County, San Diego City, California

About this file

Addendum #3 is issued by the County of Orange's Human Resources Services Employee Benefits Division for RFP No. 017-202406-MC, specifically addressing a typographical error on Page 7 of the original Request for Proposal document for HRA Plan Administration and Investment Services. The addendum corrects numerical discrepancies in claims reimbursement data for two plans (Plan 803049 and Plan 800161), adjusting figures for the number of claims reimbursements processed in Q2 2024 and for the period from 7/1/2023 to 06/30/2024.

The document provides detailed metrics about the County's health reimbursement arrangement program, including contribution rates for different employee groups (AOCDS, ACLEM, OCAA, and other employees), with contribution percentages ranging from 1-5% for employers and 0-1% for employees. Administrative fees are set at 0.19% on all assets, and the program covers 3,297 accounts in Plan 803049 and 327 accounts in Plan 800161. The data shows 18,763 participants receiving contributions in Q2 2024 for Plan 803049, with total contributions of $11,477,962 for the quarter and $102,494,404 for the fiscal year, along with 19 group presentations, 210 total consultations, and 1,869 participant voice response contacts.

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Text version

ADDENDUM #3 TO

RFP NO. 017-202406-MC

Correction of typographical error on Page 7 of 124 of the RFP.

See attached.

County of Orange HRS Employee Benefits

RFP # 017-202406-MC

HRA Plan Administration and Investment Services

File Folder No.: 017-2700201

Contributions

(Contribution rates are established by labor agreements and subject to change.)

AOCDS Employees: 5% employer and 0% employee mandatory contributions

ACLEM Employees: 4% employer and 0% employee mandatory contributions

OCAA Employees: 1% employer and 1% employee mandatory contributions

All Other Employees: employer contribution each pay period of $60 for Full-Time and $30 for Part-Time employees (2.5% increase annually in July)

Investment options See Appendix B – Plan Investments and Assets

Administrative Fees 0.19% on all assets

Number of accounts with balance and benefit eligible as of 6/30/24

Plan 803049 – 3,297

Plan 800161 – 327

Number of participants receiving contributions in Q2 2024

Plan 803049 – 18,763

Plan 800161 – 0

Contributions Q2 2024 Plan 803049 – $11,477,962

Plan 800161 – $0

Contributions 7/1/2023 to 06/30/2024 Plan 803049 – $102,494,404

Plan 800161 – $0

Number of claims reimbursements processed in Q2 2024

Plan 803049 – 4,474 6,008

Plan 800161 - 984

Number of claims reimbursements processed 7/1/2023 to 06/30/2024

Plan 803049 – 22,276

Plan 800161 - 6,008 4,474

Amount of claim reimbursements paid in Q2 2024

Plan 803049 – $2,081,363

Plan 800161 - $181,100

Amount of claim reimbursements paid 7/1/2023 to 06/30/2024

Plan 803049 – $8,131,588

Plan 800161 - $753,741

Number of group presentations 7/1/2023 to 06/30/2024

Number of one-on-one consultations 7/1/2023 to 06/30/2024

198 virtual

12 in-person

Number of participant voice response contacts

1,869 calls to IVR

Document1.pdf
Pages from HRA RFP (Final) rev 9.19.24.pdf

File details come from the government source that posted it. Updated .