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Agmt14 Flex-Plan Services, Inc.
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Agmt14 Flex-Plan Services, Inc.
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Last modified
7/30/2014 12:57:54 PM
Creation date
7/30/2014 12:57:53 PM
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Agreement
Contractor Name
Flex-Plan Services, Inc.
PROJECT NAME
Flexi--Pass administrative services agreement
RMP File Number
304.5
Date
7/29/2014
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2. RESPONSIBILITIES OF FLEX-PLAN <br /> 2.1 DESIGN AND IMPLEMENTATION Flex-Plan shall: <br /> 2.1.1 Implement the Program subject to the specifications in the Flexi-Pass Set-up Form <br /> and the direction of Employer; <br /> 2.1.2 Prepare and deliver the Standard Plan Document and the Standard Summary Plan <br /> Description to the Employer for customization or revision,maintenance and <br /> amendments thereafter shall be the responsibility of the employer. <br /> 2.2 REPORTING Flex-Plan shall: <br /> 2.2.1 Provide format for Initial Eligibility File; <br /> 2.2.2 Provide format for Changes Only File; <br /> 2.2.3 Provide Initial Payroll Deduction Report on the 21 g`of each month and Final Payroll <br /> Deduction Report on the second business day after providing the Initial Payroli <br /> Deduction Report. <br /> 2.3 OPEN ENROLLMENTAND COMMUNICATION Flex-Plan shall: <br /> 2.3.1 Design, prepare and deliver Participant sign-up instructions and Program <br /> communications. <br /> 2.32 Maintain Employer email helpline at employerservicesCa)flex-plan.com and Participant <br /> email helpline at ouestionsla�flex-plan.com. Also maintain operational toll-free <br /> telephone customer assistance(1-800-669-FLEX)for Participant use weekdays 6 <br /> a.m.to 6 p.m.and Employer use 7 a.m.to 5 p.m. Pacific Time,excluding holidays. <br /> 2.4 DEBIT CARD Flex-Plan shall: <br /> 2.4.1 Issue debit cards to Participants once initial order is submitted. <br /> 2.42 Provide debit card processing and administration. <br /> 2.5 ONLINE PROGRAM SERVICES Flex-Plan shall: <br /> Provide access to the Program through operational website at:www.flex-�lan.com. <br /> 2.6 ENROLLMENT MEETINGS&BENEFIT FAIRS <br /> Flex-Plan shall provide on-site meetings and attendance at benefit fairs, as reasonably <br /> requested by Employer,for the fees and costs set forth in the attached Exhibit A. <br /> 2.7 CONTRACT COMPLIANCE <br /> Flex-Plan will comply with, and all deliverables provided by Flex-Plan to the Employer or <br /> Participants under this Agreement shall comply with, all applicable codes, rules and <br /> regulations,including,but not limited to 26 USC. <br /> 3. FEE SCHEDULE <br /> The Fee Schedule,of costs and fees to be paid by the Employer to Flex-Plan, is attached hereto as <br /> Exhibit A. <br /> -2- <br /> 0�713 <br /> ATTYlAGR.2014.141/Flex-Plan Services, Inc. <br />
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