HomeMy WebLinkAbout2001-420ORDINANCE NO A691- 40
AN ORDINANCE ACCEPTING COMPETITIVE BIDS AND AWARDING A CONTRACT FOR
THE SERVICES ASSOCIATED WITH AN IRS SECTION 125 BENEFITS PLAN, PROVIDING
FOR THE EXPENDITURE OF FUNDS THEREFORE, AND PROVIDING AN EFFECTIVE
DATE (BID 2738 —IRS SECTION 125 PLAN AWARDED TO PAYFLEX SYSTEMS USA, INC
IN THE APPROXIMATE AMOUNT OF $6 00 PER EMPLOYEE PER MONTH OR $8,643 PER
YEAR BASED UPON CURRENT PARTICIPANTS)
WHEREAS, the City has solicited, received and tabulated competitive bids for the purchase
of necessary materials, equipment, supplies or services in accordance with the procedures of STATE
law and City ordinances, and
WHEREAS, the City Manager or a designated employee has reviewed and recommended that
the herein described bids are the lowest responsible bids for the materials, equipment, supplies or
services as shown in the 'Bid Proposals" submitted therefore, and
WHEREAS, the City Council has provided in the City Budget for the appropriation of funds
to be used for the purchase of the materials, equipment, supplies or services approved and accepted
herein, NOW, THEREFORE,
THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS
SECTION I That the numbered items in the following numbered bids for materials,
equipment, supplies, or services, shown in the "Bid Proposals" on file in the office of the City
Purchasing Agent, are hereby accepted and approved as being the lowest responsible bids for such
items
BID VENDOR
AMOUNT
2738 PayFlex Systems USA, Inc $8,643/yr*
$6 00/emp
*Approximate cost based on current year participation
SECTION II That by the acceptance and approval of the above numbered items of the
submitted bids, the City accepts the offer of the persons submitting the bids for such items and agrees
to purchase the materials, equipment, supplies or services in accordance with the terms,
specifications, standards, quantities and for the specified sums contained in the Bid Invitations, Bid
Proposals, and related documents
SECTION III That should the City and persons submitting approved and accepted items and
of the submitted bids wish to enter into a formal written agreement as a result of the acceptance,
approval, and awarding of the bids, the City Manager or his designated representative is hereby
authorized to execute the written contract which shall be attached hereto, provided that the written
contract is in accordance with the terms, conditions, specifications, standards, quantities and
specified sums contained in the Bid Proposal and related documents herein approved and accepted
SECTION IV That by the acceptance and approval of the above numbered items of the
submitted bids, the City Council hereby authorizes the expenditure of funds therefor in the amount
and in accordance with the approved bids or pursuant to a written contract made pursuant thereto as
authorized herein
SECTION V That this ordinance shall become effective immediately upon its passage and
approval
PASSED AND APPROVED this � day of �, 2001
ATTEST
JENNIFER WALTERS, CITY SECRETARY
i
2 - 16544Ctt-
EULINE BROCK, MAYOR
APPROVED AS TO LEGAL FORM
HERBERT L P UTY, CITY ATTORNEY
BY
Bid 2738 STANDARD SUPPLY & SERVICE ORDINANCE 10/01
2
FLEXIBLE BENEFITS ADMINISTRATION
By PayFlex Systems USA, Inc
100 Blackstone Centre
Omaha, Nebraska 68131
FLEXIBLE COMPENSATION ADMINISTRATION AGREEMENT
THIS AGREEMENT, effective January 1, 2002 by and between City of Denton (hereinafter
called "Administrator") and PAYFLEX SYSTEMS USA, INC , a Nebraska Corporation (PFS)
WHEREAS, the Administrator is serving as Plan Administrator pursuant to a flexible
compensation plan document (hereinafter known as the "Plan") for certain employees and/or their
dependents (the "Participants"),
WHEREAS, the Administrator desires to engage PFS to provide certain administrative
services for the Plan and PFS is willing to provide such services,
NOW, THEREFORE, in consideration of the mutual promises and duties set forth in this
agreement, the parties hereto, mtendmg to be legally bound, do agree as follows
ARTICLE I - ADMINISTRATIVE SERVICES
PFS will provide services as provided herein, for the administration of the Plan
I I PFS shall maintain adequate and necessary records on each Participant for the proper
administration of the Plan The records maintained on each Participant as provided by the
Administrator, shall include, but not be limited to
a Full name and address
b Social Security number
c Date of birth
d Effective date of coverage
ARTICLE H - RECORDS AND FILES
21 PFS shall maintain all records in conjunction with the administrative services to be performed
hereunder All such records shall be available for inspection by the Administrator during
normal business hours
22 The confidentiality of such records shall be maintained by PFS and the information therein
shall not be divulged or disclosed or made available to persons other than the Administrator
without the prior written approval of the Administrator or the direction of legal process
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ARTICLE III - CLAIM SERVICES
3 1 PFS shall accept application for benefits made by plan participants on forms provided by PFS
or other forms deemed acceptable to PFS, and after verification of the statements contained
therein, shall determine Participant eligibility to receive benefits under the Plan
32 PFS shall conduct such verification as is reasonable to determine that the benefit claim is
consistent with the terms of the Plan and will determine the amounts due and payable
pursuant to the Plan
33 PFS will respond to mail and phone inquiries from plan participants
34 PFS is hereby authorized to arrange for valid payments of claims be made to participants
from the plan sponsor's general flexible spending account fund up to the limit of the
participant's annual pledged amount
35 Clain checks shall be made payable to the participant, his assignee, or such other person(s)
designated by the participant not otherwise restricted or prohibited by the Plan
36 The Administrator shall have final authority to authorize or disallow benefit payment PFS
shall assume no liability and will be held harmless by the Administrator in complying with
such final authority
37 PFS will maintain current, accurate and complete records and files of all claim submissions
and payments on each Participant for a period of at least six years after claim or payment
ARTICLE IV - CHARGES
In consideration of the services to be provided in this agreement, Administrator agrees to pay PayFlex
Systems a fee as follows
(A) $6 00 per month for each participating employee (Flex Convenience ID Card) that
establishes one or more flexible spending account(s) or a total of $75 00 per
month, which ever is greater
(B) A payment equal to $1 00 multiplied by the total number of eligible employees for set-
up/maintenance
Monthly administration fees are payable on or before the 15th of the following month The set-up fee
is payable on or before the 15th of the month following the month in which the plan becomes effective
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The annual maintenance fee is due each year and payable on or before the 15th of the month coincident
with the first annual plan anniversary and each anniversary thereafter The annual maintenance fee is
calculated as follows $1 00 multiplied by the total number of eligible employees
ARTICLE V - AM ISTRATOWS RESPONSIBILITIES
5 1 Administrator shall provide PFS with the necessary enrollment records of the participants as
of the effective date of this agreement Thereafter, the Admustrator shall notify PFS of all
changes by reason of termination, changes or addition of new Participants, and changes in the
Plan. PFS shall not be liable for any action it has taken on behalf of the participant prior to its
receipt of information that would have caused a different decision
52 The Administrator shall collect any contributions required by the Plan from the participants
53 Except items prepared by PFS, Administrator shall provide to PFS all materials, documents
and information as may be necessary for the operation of the Plan or to satisfy the
requirements of governing law
54 The Plan Administrator shall be responsible for satisfying any and all reporting and disclosure
requirements unposed on the Plan under applicable law PFS will assist with such
requirements, and provide the documents and materials specifically set forth in this
agreement
55 Adminigrator shall be responsible for any delay in the performance of the administrative and
claims service caused by the failure of Administrator to promptly furnish required information
to PFS
ARTICLE VI - DURATION OF THIS AGREEMENT
This agreement shall have an initial term of 3 year(s) from the effective date of this agreement and shall
automatically be renewed for the period of the next succeeding twelve (12) consecutive months, until
terminated in writing by either party giving forty-five (45) days notice prior to automatic renewal The
fees stated in Article IV are subject to negotiation on the anniversary date of the contract after the
initial three year period, providing PFS has given forty-five (45) days notice prior to the anniversary
date of intent to adjust the fees The new fees and contract would then be in force for one year from
the effective date
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ARTICLE VII - TERMINATION OF THIS AGREEMENT
71 Either party shall have the right to terminate or renegotiate the contract after the initial three
year period on each effective anniversary renewal date by giving to the other party written
notice of such termination or renegotiation of the terms of the agreement at least forty-five
(45) days prior to the anniversary date In the event timely notice of intent to renegotiate the
terms of the contract is given by either party, the agreement shall continue until such
renegotiation terms are agreed to in writing In the event that such renegotiation terms are
not agreed to in writing by both parties within thirty (30) days following the expiration date of
the then current contract, this agreement shall then terminate upon forty-five (45) days notice
PFS shall have no firther responsibility or obligation hereunder upon termination of this
agreement
72 This agreement shall automatically terminate in the event of
a. The Administrator's failure to make required payments within thirty (30) days of the due
date,
b. Bankruptcy or insolvency of the Administrator,
The enactment of any law or regulation which makes illegal the continuance of this
agreement
73 In the event of termination of this agreement, PFS shall complete the processing of all
requests for claim payment under the Plan which were received by PFS and are due and
payable prior to the termination of this agreement, but PFS shall have no obligation
To complete the processing of any such claim if the Administrator has failed to provide
fiends for its payment,
b. To process requests for claim payments presented after the termination date
74 PFS shall deliver to the Administrator, upon written request, at a tune period mutually
agreeable, but not to exceed six months from the date of teritnation, the information on all
Participants' histories for the past three years If a Participant history is requested, the
Administrator will pay all actual costs incurred by PFS in providing the history, including the
cost of programming, computer charges, mailing costs, etc If additional information is
requested by the Administrator after this contract terminates, the Administrator will pay all
costs incurred by PFS in providing such information, including the cost of programming,
computer charges, mailing costs, etc PFS shall be entitled to retain copies of any such
records at its own expense
75 Notwithstanding anything contained herein to the contrary, the Administrator may terminate
this agreement at any time in the event PFS is in default by giving PFS 60 days written notice
of termination during which PFS will have an opportunity to cure In such event PFS shall be
paid all momes due for work satisfactory completed up to date of termination
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ARTICLE VIII - MISCELLANEOUS PROVISIONS
81 In no instance shall PFS be deemed as the "Administrator" of the Plan, as defined in Section
3(16) of the Employee Retirement Income Security Act of 1974 (ERISA), or for purposes of
any applicable state or local law
82 PFS shall not advance its corporate funds for the payment of claims under the Plan PFS shall
not be considered the insurer or underwriter of the liability of the Admanstrator to provide
benefits for the Participants
83 PFS shall have no responsibility, risk, liability, or obligation for funding of the Plan The
responsibility and obligation for fiinding the Plan shall be solely and totally the responsibility
of the persons or entities so provided in the Plan
84 Under no circumstances shall PFS be considered the "named fiduciary" under the Plan under
ERISA
85 PFS will not provide or be responsible for the expense and cost of legal counsel, actuaries,
certified public accountants, investment counselors, investment analysts or similar type
services performed for the Administrator, and PFS shall not be authorized to engage such
services or incur any expense or cost therefor without the written consent of the
Administrator In the event that such services are engaged by PFS at the request of the
Administrator, the Administrator shall be responsible for such services and the cost and
expense thereof
86 It is further understood and agreed that PFS shall not be responsible for determining the
participant's eligibility to participate in the Plan and may rely on the information supplied by
the Administrator in determining eligibility
87 To the extent permitted by law, Administrator agrees to indemnify PFS and PFS agrees to
indemnify Administrator against damages, losses and expense, including court costs and
attorneys fees, actually and reasonably incurred by it in connection with the defense of any
action, suit or proceeding in winch it is made or threatened to be made a party by reason of its
negligent acts or omissions arising out of the performance of its duties under this agreement
88 Counterparts This agreement may be executed in any number of counterparts, each of winch
shall be deemed an original, and said counterparts shall constitute but one and the same
inshument
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IN TNESS REOF the Administrator and PayFlex have caused this agreement to be executed
this day o , 20_ _
CITY OF DENTON, TEXAS
By
Attest
Approved as to le by
Ed S d , Dep
By
Romme, IAec�or of Human Resources
PAYFLEX SYSTEMS USA,
By
Name Mar ennuston Huber
President
The Director of Human Resources for the City of Denton, Texas is hereby authorized to carry out the
terms of this agreement on behalf of the City of Denton, Texas
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