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County Administrator's Report 16. 13.

BCC Regular Meeting

Budget & Finance Consent

Meeting Date:	07/25/2013
Issue: Flexible Benefits Plan Administrative Services (PD 12-13.029)
From:	Thomas Turner
Department:	Human Resources
CAO Approval:

RECOMMENDATION:

Recommendation Concerning Flexible Benefits Plan Administrative Services - Thomas G. "Tom" Turner, Human Resources Department Director

That the Board take the following action concerning Flexible Benefits Plan Administrative Services (PD 12-13.029):

A. Award a Contract to Lockard & Williams Insurance Services, P.A., for Flexible Benefits Plan Administrative Services, PD 12-13.029, to provide the following:

1. An annual premium amount estimated at $8,000, based on current participation, for administrative services per Fiscal Year, for all eligible employees, effective October 1, 2013, for a period of 60 months;

2. All eligible employees electing a debit card will be responsible for the cost of the debit card; and

3. A change in the eligibility criteria to state that an employee is eligible to participate in the healthcare reimbursement flexible spending account at the beginning of the first Fiscal Year following their hire; and

B. Authorize the Interim County Administrator to sign the Agreement for Group Flexible Benefits Plan between Lockard & Williams Insurance Services, P.A., and Escambia County (the Agreement will be drafted upon approval of this Board action).

[Funding Source: Fund 501, Internal Service Fund, Cost Center 150107, Object Code 531301]

BACKGROUND:

The Office of Purchasing solicited a Request for Proposal. On May 23, 2013, five proposals were received from the following:

Aetna Life Insurance Co.

Lockard & Williams Insurance Services

P & A Administrative Services, Inc.

Florida Combined Life

Total Administrative Services Corporation (TASC)

The County has received a five year guaranteed rate for Flexible Benefits Plan Administrative Services from Lockard & Williams Insurance Services, P.A. at $3.50 per employee per month, whether an employee signs up for one or three Flexible Benefit Programs. This is the same rate as our prior Contract. To use the program’s debit card, employees must purchase it for $12.00. The estimated total cost for Flexible Benefits Plan Administrative Services is $8,000.

BUDGETARY IMPACT:

N/A

LEGAL CONSIDERATIONS/SIGN-OFF:

N/A

PERSONNEL:

The Human Resources Department will conduct open enrollment meetings and service all employee groups. We will advise all appointing authorities (payrolls) of any administrative changes in the program.

POLICY/REQUIREMENT FOR BOARD ACTION:

N/A

IMPLEMENTATION/COORDINATION:

A Purchase Order will be the instrument utilized for making payment against the Contract. The Human Resources Department will coordinate with the County Attorney’s Office and other appointing authorities to ensure changes are made.

Attachments
No file(s) attached.