Y22-178_Attachment_A_-_Final_Mandatory_Features.docx
DOCX document 17 KB Posted
- Solicitation number
- Y22-178
- Issued by
- Orange County, Orlando City, Florida
About this file
This document is a Mandatory Features Checklist for an RFP issued by Orange County Government in Florida for Administrative Services, specifically targeting COBRA, Retiree, Direct Bill, and Flexible Spending Account (FSA) services. The solicitation was released with a response deadline of May 17, 2022, at 4:00 pm EST, requiring electronic submission through the OpenGov e-Procurement Platform. The RFP seeks a vendor to provide comprehensive administrative services including Medical FSA, Limited Purpose FSA, Dependent Care FSA, COBRA Services, and Direct Bill Administrative Services for a potential initial three-year contract term.
The mandatory features require proposers to have at least five years of experience servicing flexible spending accounts, COBRA, health reimbursement accounts, and retiree billing for groups of 5,000 or more. Key requirements include providing guaranteed rate quotes for three years, offering online electronic enrollment, restricting FSA debit card usage to qualified purchases, issuing direct participant reimbursements, and providing performance guarantees of at least 1.5% of annual administrative fees. Proposers must also comply with Orange County Enterprise Security Standards, submit annual auditing statements, and demonstrate the ability to manage these administrative services without minimum participation requirements.
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Other files
| File | Type | Posted |
|---|---|---|
| RFP_Y22-178.pdf | ||
| Y22-178_Attachment_C_-_Current_Enrollment_Data.xlsx | XLSX spreadsheet | |
| Y22-178_Attachment_B_-_Proposal_Worksheet.docx | DOCX document | |
| Y22-178_Attachment_D_-_OC_Enterprise_Encryption_Standards.pdf |
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Text version
Attachment A
MANDATORY FEATURES CHECKLIST
RFP for Administrative Services Orange County Government Effective January 1, 2023
Mandatory Features must be present in each proposal before further consideration will be given. Below is a checklist to ensure that the Proposer understands and confirms that all Mandatory Features are included in the RFP response. If the stated feature is included in your proposal as requested, check “yes”. If the stated feature is not included in your proposal, check “No”.
Please Note: Your proposal will be removed from consideration if any feature indicates a “No” response.
MANDATORY FEATURES CHECKLIST
Proposer Name:
| Feature |
| Yes |
| No |
1. The Proposer completed and submitted, Attachment B as instructed.
2. The Proposer shall have at least five (5) years of experience servicing, in each of the following: Flexible Spending Accounts, COBRA, Health Reimbursement Account and Retiree Billing & Administrative plans for groups of 5,000 or more.
3. The Proposer shall provide references as requested on Attachment B matching the outlined criteria.
4. The Proposer agrees that the accounts will have no minimum participation requirements.
5. The Proposer shall provide guaranteed rate quotes for the initial 3 contract years.
6. The Proposer shall propose for all products requested in this RFP: Medical Flexible Spending Account with debit card, Limited Purpose Flexible Spending Account with debit card, Dependent Care Flexible Spending Account with debit card, COBRA Services, and Direct Bill Administrative Services.
7. The Proposer shall utilize online electronic enrollment for annual enrollment or midyear elections change for Retirees and COBRA participants.
8. The Proposer shall only allow the FSA debit card to be used for qualified purchases.
9. The Proposer shall not hold FSA reimbursements on the debit cards but rather issue payments directly to the participant or their bank account.
10. The Proposer shall offer performance guarantees at a minimum of 1.5% of the annual administrative fees.
11. The Proposer shall comply with the Orange County Enterprise Security Standards outlined in Attachment D; OC Enterprise Encryption Standards
12. The Proposer shall provide a Statement on Auditing Standards (SAS) No. 70 or Statement on Standards for Attestation Engagements (SSAE) No. 16, Service Organizations examination at least annually to the County
13. Sample contract/master agreement included in response.
I authorize that the responses herein are accurate.
| ______________________________________ | ___________________________________ | |
| Signature | Printed Name & Title |
Date:________________________
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