CSP016450_A1.pdf

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Attached to
Competitive Selection OH|CSP016450
Contract number
CSP016450
Issued by
Ohio

About this file

This document is an Amendment (Amendment No. 1) issued by the Ohio Department of Administrative Services (DAS), General Services Division, Office of Procurement Services for a contract with Baker Tilley Vantagen, LLC. The amendment is specifically for the contract related to Health Savings Account, Flexible Spending Accounts, and Commuter Choice Program Administration, with an effective date of 01/17/24. The amendment is distributed to the Department of Administrative Services' Human Resources Division (HRD), Office of Benefits Administration.

The amendment incorporates several documents by reference, including clarifications, RFP redlines, a Business Associate Agreement, and a Service Level Agreement dated 11.27.23. The primary purpose of this amendment is to add the Service Level Agreement and Summary of Amendments to the existing contract, with all orders on or after 01/17/24 being subject to these updates. The contract maintains all previous prices, terms, and conditions, with no other substantive changes. The full contract and amendments are available on the DAS website at http://www.ohio.gov/procure, and the affected contractor is Baker Tilley Vantagen, LLC, located in Clarks Summit, Pennsylvania.

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Text version

Index No.: DAS034 Contract No.: CSP016450 Eff. Date: 01/17/24

STATE OF OHIO

DEPARTMENT OF ADMINISTRATIVE SERVICES

GENERAL SERVICES DIVISION

OFFICE OF PROCUREMENT SERVICES

4200 SURFACE ROAD, COLUMBUS, OH 43228-1395

AMENDMENT FOR CHANGE

AMENDMENT NO. 1

TO: LIMITED DISTRIBUTION – DEPARTMENT OF ADMINISTRATIVE SERVICES (DAS), HUMAN RESOURCES

DIVISION (HRD), OFFICE OF BENEFITS ADMINISTRATION

FROM: KATHLEEN C. MADDEN, DIRECTOR, DEPARTMENT OF ADMINISTRATIVE SERVICES

SUBJECT: CONTRACT FOR HEALTH SAVINGS ACCOUNT, FLEXIBLE SPENDING ACCOUNTS, AND COMMUTER

CHOICE PROGRAM ADMINISTRATION

Attached are pages 2 and 5 to this contract. Remove these pages from the existing contract and replace with the attached page on the effective date.

This amendment is issued to add the Service Level Agreement and Summary of Amendments to the contract, effective with all orders on or after 01/17/24.

All other prices, terms and conditions remain unchanged.

This Amendment, the main Requirements Contract and any additional amendments thereto are available from the DAS Web site at the following address:

http://www.ohio.gov/procure

Affected Contractor(s):

HR00001394

Baker Tilley Vantagen, LLC.

1200 Abington Executive Park Clarks Summit, PA 18411 Nicole.Olszyk@bakertilly.com mailto:Nicole.Olszyk@bakertilly.com

MUTUALLY AGREED TO CLARIFICATIONS / MODIFICATIONS TO THE RFP

The State and Contractor mutually agree to incorporate the following documents by reference:

1. SRC0000005406 DAS034 Clarifications Baker Tilly

2. SRC0000005406 DAS034 HSA FSA Commuter RFP Redlines 8.11.23

3. S1 Supplement One Business Associate Agreement 8.11.23

4. CSP016450 DAS034 Service Level Agreement 11.27.23 *

*Add CSP016450 Service Level Agreement 11.27.23 to the Contract, effective with all orders on or after 01/17/24.

*SUMMARY OF AMENDMENTS

Amendment Number

Effective Date Description

1 01/17/24 This Amendment is issued to add the Service Level Agreement and Summary of Amendments to the contract, effective with all orders on or after 01/17/24. All other prices, terms and conditions remain unchanged.

*SUMMARY OF AMENDMENTS

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