@RFP_902768_-_TPA_FSA_CB_-_Bid_Form.xlsx
XLSX spreadsheet 17 KB Posted
- Attached to
- RFP 902768 Third-Party Administrator Services for Flexible Spending Accounts and Commuter Benefits
- Solicitation number
- 902768
- Issued by
- Alameda County, California
About this file
This is a bid form for RFP 902768 issued by the County of Alameda for Third-Party Administrator Services for Flexible Spending Accounts and Commuter Benefits. The County intends to award a three-year contract with an option to renew for two years. Bidders may submit proposals for Flexible Spending Account (FSA) Administration Services only, Commuter Benefits Administration Services only, or both services as a bundled solution. The estimated participant populations are: Commuter Benefits (Parking Program: 233-257 participants; Transit Program: 337-372 participants across the three years) and FSA services (Health Flexible Spending Accounts: 4,044-4,458 participants; Dependent Care Assistance Program: 330-364 participants; Adoption Assistance: 1 participant across the three years). The County reserves the right to award separate contracts to different bidders for each service category or a single bundled contract based on evaluation of proposals in their respective categories.
Bidders must submit all pricing using the County-provided Excel bid form with no alterations permitted; proposals that do not comply may be rejected. All costs must be submitted as unit prices per participant for each service line item, with calculations extending to annual costs for each contract year. Bidders must price all line items; failure to do so may result in disqualification as a partial bid. The cost quoted must include all taxes (excluding sales and use tax) and all other charges, including travel expenses, and will represent the maximum cost the County will pay for the contract term. The quantities listed are estimates only and do not constitute a commitment to purchase any minimum or maximum volume. By submitting through the County of Alameda Procurement Portal, bidders certify under penalty of perjury pursuant to California law that all representations, certifications, and statements are true and correct.
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Other files
| File | Type | Posted |
|---|---|---|
| ADA_RFP_902768_TPA_-_FSA_&_CB.pdf | ||
| @RFP_902768_TPA_-_FSA_&_CB.docx | DOCX document |
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Instructions
| COST MUST BE SUBMITTED AS REQUESTED ON THIS COUNTY PROVIDED EXCEL BID FORM. NO ALTERATIONS OR CHANGES OF ANY KIND ARE PERMITTED. |
| Bid proposals that do not comply may be rejected. |
| The cost quoted must include all taxes (excluding sales and use tax) and all other charges, including travel expenses. |
The price quoted will be the maximum cost the County will pay for the term of any contract resulting from this RFP.
Quantities listed on Excel Bid Form(s) are estimates only; they are not to be construed as a commitment of the County to purchase that quantity.
No minimum or maximum is guaranteed or implied. The cost quoted will be the price of the items identified, regardless of the quantity purchased.
Bid pricing on all line items is required. If the services are to be provided to the County at no cost, enter "0" in the “unit price per participant” cell, do not leave the cell blank.
If there are any line items that are not priced, the bid may be considered a partial bid and disqualified. Partial bids are not acceptable.
By submission through the County of Alameda Procurement Portal, Bidder certifies to County that all representations, certifications, and statements made by Bidder, as set forth in each entry in the County of Alameda Procurement Portal and attachments are true and correct and are made under penalty of perjury pursuant to the laws of California.
902768 Bid Form
| BID FORM - RFP 902768 Third-Party Administrator Services for Flexible Spending Accounts and Commuter Benefits |
| Instructions: Bidders must use this separate County provided Excel Bid Form(s). |
COST MUST BE SUBMITTED AS REQUESTED ON THE COUNTY PROVIDED BID FORM(S). NO ALTERATIONS OR CHANGES OF ANY KIND ARE PERMITTED.
Bid proposals that do not comply may be rejected.
The cost quoted must include all taxes (excluding sales and use tax) and all other charges, including travel expenses. The price quoted will be the maximum cost the County will pay for the term of any contract resulting from this RFP.
Quantities listed on Excel Bid Form(s) are estimates only; they are not to be construed as a commitment of the County to purchase that quantity. No minimum or maximum is guaranteed or implied. The cost quoted will be the price of the items identified, regardless of the quantity purchased.
Bidders may submit proposals for:
| • | Flexible Spending Account (FSA) Administration Services only; |
| • | Commuter Benefits Administration Services only; or |
| • | Both FSA and Commuter Benefits Administration Services as a bundled solution. |
Bidders submitting proposals for only one service category must complete and submit the corresponding pricing table for that category. Bidders submitting proposals for both service categories must complete and submit the FSA pricing table, the Commuter Benefits pricing table, and the bundled FSA and Commuter Benefits pricing table.
The County reserves the right, at its sole discretion, to:
| • | Award separate contracts for FSA Administration Services and Commuter Benefits Administration Services to different Bidders based on the highest-ranked proposal for each respective category; or |
| • | Award a single contract for bundled FSA and Commuter Benefits Administration Services to the highest-ranked Bidder under the bundled proposal category. |
Proposals will be evaluated separately according to the service category or categories for which the Bidder submits a proposal. FSA-only proposals will be evaluated against other FSA proposals; Commuter Benefits-only proposals will be evaluated against other Commuter Benefits proposals; and bundled FSA and Commuter Benefits proposals will be evaluated as a separate category. Final award determination will be made in the best interest of the County.
By submission through the County of Alameda Procurement Portal, Bidder certifies to County that all representations, certifications, and statements made by Bidder, as set forth in each entry in the County of Alameda Procurement Portal and attachments are true and correct and are made under penalty of perjury pursuant to the laws of California.
| Please fill in the yellow highlighted cells. | ||||||
| Bidder (Company) Name: | ||||||
| Commuter Benefits Account Bid Form | ||||||
| DESCRIPTION OF SERVICES | Year One | Year Two | Year Three | |||
| ESTIMATED MONTHLY | UNIT PRICE PER PARTICIPANT | EXTENDED | ||||
| ANNUAL | ESTIMATED MONTHLY | UNIT PRICE PER PARTICIPANT | EXTENDED | |||
| ANNUAL | ESTIMATED MONTHLY | UNIT PRICE PER PARTICIPANT | EXTENDED |
ANNUAL
| PARTICIPANTS | COST | PARTICIPANTS | COST | PARTICIPANTS | COST | ||||
| (=B*C)*12 | (=E*F)*12 | (=H*I) | |||||||
| Parking Program | 233 | $ - 0 | $ - 0 | 245 | $ - 0 | $ - 0 | 257 | $ - 0 | $ - 0 |
| Transit Program | 337 | $ - 0 | $ - 0 | 354 | $ - 0 | $ - 0 | 372 | $ - 0 | $ - 0 |
| Year One Sub-total: | $ - 0 | Year Two Sub-total: | $ - 0 | Year Three Sub-total: | $ - 0 |
| Commuter Benefits - Three Years Grand Total: | $ - 0 | |||||
| Flexible Spending Accounts (FSA) Bid Form | ||||||
| DESCRIPTION OF SERVICES | Year One | Year Two | Year Three | |||
| ESTIMATED MONTHLY | UNIT PRICE PER PARTICIPANT | EXTENED | ||||
| ANNUAL | ESTIMATED MONTHLY | UNIT PRICE PER PARTICIPANT | EXTENED | |||
| ANNUAL | ESTIMATED MONTHLY | UNIT PRICE PER PARTICIPANT | EXTENED |
ANNUAL
| PARTICIPANTS | COST | PARTICIPANTS | COST | PARTICIPANTS | COST | ||||
| (=B*C) | (=E*F) | (=H*I) | |||||||
| Health Flexible Spending Accounts | 4044 | $ - 0 | $ - 0 | 4246 | $ - 0 | $ - 0 | 4458 | $ - 0 | $ - 0 |
| Dependent Care Assistance Program | 330 | $ - 0 | $ - 0 | 347 | $ - 0 | $ - 0 | 364 | $ - 0 | $ - 0 |
| Adoption Assistance | 1 | $ - 0 | $ - 0 | 1 | $ - 0 | $ - 0 | 1 | $ - 0 | $ - 0 |
| Year One Sub-total: | $ - 0 | Year Two Sub-total: | $ - 0 | Year Three Sub-total: | $ - 0 |
| FSA - Three Years Grand Total: | $ - 0 | |||
| FSA & Commuter Benefits Bundle | ||||
| FSA & Commuter Benefits | ||||
| Bundle Rates | NUMBER OF MONTH | TOTAL MONTHLY COST | EXTENED YEAR ONE | |
| ANNUAL COST | NUMBER OF MONTH | TOTAL MONTHLY COST | EXTENED YEAR TWO | |
| ANNUAL COST | NUMBER OF MONTH | TOTAL MONTHLY COST | EXTENED YEAR THREE |
ANNUAL COST
| Commuter Benefits - Parking and Transit Program Bundle | 12 | $ - 0 | $ - 0 | 12 | $ - 0 | $ - 0 | 12 | $ - 0 | $ - 0 |
| FSA - Health Flexible Spending Accounts; Dependent Care Assistance Program; and Adoption Assistance Bundle | 12 | $ - 0 | $ - 0 | 12 | $ - 0 | $ - 0 | 12 | $ - 0 | $ - 0 |
| Year One Sub-total: | $ - 0 | Year Two Sub-total: | $ - 0 | Year Three Sub-total: | $ - 0 |
FSA & Commuter Benefits Bundle - Three Years Grand Total: $ - 0
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