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TASC Service Agreement i5U~~E ~ck~ MEMORANDUM January 4, 2006 TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Service Agreement with Total Administrative Services Corporation (TASC) This year the City will be offering a claim (debit) card option for employees who set aside money in their Flexible Spending Plan for medical and dental expenses. Employees will receive two claim cards as part of the administrative fee we are paying to Total Administrative Services Corporation (TASC). If an employee needs more than two cards, there will be an additional charge of $25 per card. Personnel Manager Randy Peck is recommending City Council approval of a Service Agreement with TASC that will implement the additional service for extra cards. I concur with the recommendation and respectfully request Mayor and City Council approval. 7 /'rtl (~/)1L M(chael C. Van Milligen - MCVM/jh Attachment cc: Barry Lindahl, Corporation Counsel Cindy Steinhauser, Assistant City Manager Randy Peck, Personnel Manager D~~WuE ~c/k.~ Memorandum January 3, 2006 FROM: Michael C. Van Milligen City Manager Randy Peck ~ Personnel Manager TO: SUBJECT: Service Agreement with Total Administrative Services Corporation (TASC) This year we will be offering a claim (debit) card option for employees who set aside money in their Flexible Spending Plan for medical and dental expenses. Employees will receive two claim cards as part of the administrative fee we are paying TASC for this service. If an employee needs more then two cards, there will be an additional charge of $25.00 per card. In order to implement this additional service TASC has presented the attached agreement. The requested action is for the City Council to approve the service agreement and authorize you to sign the agreement. If you have any questions, please feel free to call. RP:bf Enclosure ~cfly~~~~(mnElI[)e[>~rtrl"l~~taTEmail)id- <?~ofD~buqu~:~Elcor1~ Dep~r1~.Elnl [)!Cbil Card .d~~~~._ _~_..n_ - ~j .J . ~ 8. tOTAl. ADMINJSTltATl'IE 5El/IItC6 CORf'OIlATION Premium Services Explanation of Services (EOS) Agreement This Explanation of Services document constitutes an Agreement between the Recipient of the Service and Total Administrative Services Corporation (TASC) with regard to the elected Premium Service(s) as described below. This Agreement outlines the tenus, expectations and conditions of each elected Premium Service as it applies to your Plan on or after the effective date. RECIPIENT OF SERVICE CONTACT NAME: COMPANY: ADDRESS: CITY, STATE, ZIP CODE: SERVICE START DATE: IDENTIFICATION NUMBER: DIVISION: Darlene Hantelmann City of Dubuque 50 West 13th St Dubuque, IA 52001-4864 12/1105 - 11/30/06 PS2433515 Flex-FP Note to Employer: This Explanation of Service describes the additional services you have purchased. This document should be signed and returned to TASC Premium Services, and you should retain a copy to file with the rest of your Plan documents. ELECTION: Second DeDendent Debit Card SERVICE DESCRIPTION: Client has requested T ASC to issue a second Dependent Debit Card SERVICE EXPECTATIONS: . T ASC would be responsible for processing Dependent Debit Card Application . T ASC would be responsible for Issuing a Second Dependent Debit Card . All invoices will be billed on an annual bases CUSTOMER CONDITIONS: . Client will be responsible for faxing the Dependent Debit Card Application to 608.661-9602 attention T ASC Premium Services Department . Client will be responsible for notifying the Participant that a second card will be issue . Client will be responsible for notifying TASC when a Participant no longer is in need of the extra card. FEES & INVOICING TERMS: Total charges for this elected service: $25.00 per card, per extra dependent PAYMENT: As indicated on the Bid Request document payment is due by invoice, all nonnal, total charges for the above Service are payable in installment(s), per T ASC's standard billing practices. (Example: Annually would be 1 installment.) SIGNATURES: Customer City of Dubuque, Iowa TASC C)~ ~~ Signature of Authorized Representative Signature of Authorized Representative Michael C. Van Milligen Print Name Jeremv Disco Print Name T\U~ty Manager Premium Service Soecialist Title 12/05/2005 Date Date TC-3593-091504 Pg 2 Clty-PElrilOnnel Departmental Emall-: Bid-City of Dubi;que-Second Dependent Debit Card.doc ________n _'~_~'"_'_"_'__~_______'_'" ..._____________."...____._____.___,_.,~_._."',, ,'......,.. '.W --"'" __.............__.'-...'-".'---'..._____... H~~ 3-1 . . ~~I- . AGREEMENT Customer hereby adopts and establishes the following premium services, herein referred to as T ASe Premium Services. The executed agreement includes pages 1 and 2. This Agreement between the parties is the complete and exclusive statement of the terms of the contract. No prior proposals, statements, or course of dealing will be part of any Agreement. The Agreement may be entered into and modified only in writing and signed by authorized representatives of each party. These terms and conditions apply to Premium Service(s) provided to the Recipient by T ASC's Customer Service department. The above elected service wm be provided to the named Rec1pient of Service, and any additional authorized individuals as stated in writing by the Recipient. At all times T ASC Premium Services may be subject to direction and instruction from the employer. RENEWAL This agreement will automatically renew based on the service period of the Premium Service election. If the Recipient wishes to cancel the Premium Service, such cancellation must be made in writing to T ASC's Premium Service department. CONFIDENTIALITY TASe will keep confidential any information shared with TASe in fulfillment ofa specific request based on the Premium Service elected. ERRORS AND OMISSIONS In the event of an error or omission in the course of administering the elected services on behalf of the employer and participating employee, T ASC will notify and remedy the error or omission within a reasonable period following the error or omission. The employer and employee agree to TASC's procedures for correcting, and any error does not constitute an assumption of liability on behalf of T ASe. ADMINISTRATION FEES A Premium Service fee will be paid directly to T ASC. Fees are subject to change and are to be submitted as outlined in the Fees & Invoicing Terms and Payment sections above. TERMINATION Upon and after the expiration or termination of this Agreement, the rights granted to the employer pursuant to this Agreement shall revert back to TASC. Within 20 days after termination or expiration of this Agreement the employer shall return to T ASC any and all materials regarding T ASe Premium Services. In addition, the employer shall refrain from any further direct or indirect use of or reference to T ASC Premium Services. Please sign and return this Explanation of Service (EOS) document, along with the applicable fees to: Total Administrative Services Corporation Attn. Premium Services 2302 Intemationat Lane P.O. Box 14629 Madison, WI 53708 Fax: 608-661-9602 TC-3593-091504 Pg 3