CSP016450_REV_Contract.pdf
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- Attached to
- Competitive Selection OH|CSP016450
- Contract number
- CSP016450
- Issued by
- Ohio
About this file
This is a mandatory use contract issued by the Ohio Department of Administrative Services (DAS), General Services Division, Office of Procurement Services for Health Savings Account, Flexible Spending Accounts, and Commuter Choice Program Administration. The contract is awarded to Baker Tilly Vantagen, LLC, located in Clarks Summit, Pennsylvania, following a competitive Request for Proposal (RFP No. SRC0000005406) process. The contract is effective from 08/21/23 to 06/30/26 and is available to the DAS Human Resources Division, Office of Benefits Administration.
The contract covers administration fees for various flexible spending and health spending accounts, with core fees ranging from $0.45 to $1.40 per participant per month, depending on the account type. Additional fees include $150 per hour for communications and file development, with included services such as nondiscrimination testing and enrollment site. There are also specific charges for custom card services, such as a $750 one-time logo set-up fee and $0.15 per custom card issued. The contract notes that participants enrolled in multiple accounts will only be charged one administration fee. The State makes no guarantee of purchase volume, and the contract can be accessed through the DAS procurement website.
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| File | Type | Posted |
|---|---|---|
| CSP016450_A1.pdf |
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Text version
Index No.: DAS034
Eff. Date: 08/21/23
STATE OF OHIO
DEPARTMENT OF ADMINISTRATIVE SERVICES
GENERAL SERVICES DIVISION
OFFICE OF PROCUREMENT SERVICES
4200 SURFACE ROAD, COLUMBUS, OH 43228-1395
MANDATORY USE CONTRACT FOR: HEALTH SAVINGS ACCOUNT, FLEXIBLE SPENDING ACCOUNTS, AND
COMMUTER CHOICE PROGRAM ADMINISTRATION
CONTRACT NUMBER: CSP016450 EFFECTIVE DATES: 08/21/23 TO 06/30/26
The Department of Administrative Services has accepted Proposals submitted in response to Request for Proposal (RFP) No.
SRC0000005406 that opened on 04/26/23. The evaluation of the Proposal responses has been completed. The Offeror listed herein has been determined to be the highest ranking Offeror and has been awarded a Contract for the services listed. The respective Proposal response including, Contract Terms & Conditions, any Proposal amendment, special Contract Terms & Conditions, specifications, pricing schedules and any attachments incorporated by reference and accepted by DAS become a part of this Services Contract.
This Requirements Contract is effective beginning and ending on the dates noted above unless, prior to the expiration date, the Contract is renewed, terminated, or cancelled in accordance with the Contract Terms and Conditions.
This Requirements Contract is available to the Department of Administrative Services (DAS), Human Resources Division (HRD), Office of Benefits Administration as applicable.
The agency is eligible to make purchases of the contracted services in any amount and at any time as determined by the agency. The State makes no representation or guarantee that department will purchase the volume of services as advertised in the Request for Proposal.
This Requirements Contract and any Amendments thereto are available from the DAS Web site at the following address:
https://procure.ohio.gov/
Eff. Date: 01/17/24
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.
COST SUMMARY
TITLE: HEALTH SAVINGS ACCOUNT, FLEXIBLE SPENDING ACCOUNTS, AND COMMUTER CHOICE PROGRAM
ADMINISTRATION
RFP NUMBER: CSP016450
UNSPSC CATEGORY CODES: 85101700
Core Fees
Price Per Participant Per
Month Flexible Spending Account (FSA) $1.40 Limited Flexible Spending Account (LFSA) $1.40
Dependent Care Flexible Spending Account (DCFSA) $1.40
Commuter Choice Program $1.40
Health Spending Account (HSA) $0.45
Additional Fees Fee Communications Hourly $150 / hr.
File Development Hourly $150 / hr.
Nondiscrimination Testing Included Enrollment Site Included Custom Card with One Time Logo Set-Up Charge $750 / ea.
Custom Card Issued $0.15 / ea.
Note: A Participating Member that are enrolled in multiple accounts, for example enrolled in FSA and DCFSA or enrolled in LFSA and DCFSA, will only be charged one administration fee.
CONTRACTOR INDEX
CONTRACTOR:
HR00001394
Baker Tilly Vantagen, LLC.
1200 Abington Executive Park Clarks Summit, PA 18411
CONTRACTOR'S CONTACT:
Nicole Olszyk Telephone: (570) 319 – 3780 Email: Nicole.Olszyk@bakertilly.com mailto:Nicole.Olszyk@bakertilly.com
Eff. Date: 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.
| CONTRACT FOR: HEALTH SAVINGS ACCOUNT, FLEXIBLE SPENDING ACCOUNTS, AND COMMUTER CHOICE PROGRAM ADMINISTRATION |
| *SUMMARY OF AMENDMENTS |
File details come from the government source that posted it. Updated .