Ameriflex Attn: Michele Harms / Diego Prieto 2508 Highlander Way, Suite 200 Carrollton, TX 75006

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1 The School District of Lee County 2855 Colonial Blvd., Fort Myers, FL FLEXIBLE SPENDING AND/OR HEALTH SAVINGS ACCOUNT ADMINISTRATION Friday, May 25, 2018 ITEM NO. DESCRIPTION Aetna PayFlex Systems USA, Inc. Attn: Domenic J. Ficco / Beth Ann Johnson Farnam Drive, Suite 100 Omaha, NE Phone: (860) Phone: (844) Phone: (800) Phone: (800) Fax: Fax: Fax: Fax: dficco@payflex.com johnsonb7@payflex.com Ameriflex Attn: Michele Harms / Diego Prieto 2508 Highlander Way, Suite 200 Carrollton, TX mharms@myameriflex.com dprieto@myameriflex.com Application Software, Inc. d/b/a ASIFlex Attn: John M. Riddick / Anita Spencer 201 West Broadway, Building 4C Columbia, MO marketing@asiflex.com Chard Snyder & Associates, Inc. Attn: John Gutzwiller / Deborah Meek 6867 Cintas Boulevard Mason, OH salesoperations@chard-snyder.com Deborah.Meek@chart-snyder.com 1 Required Submittal Checklist 2 Attachment A - Questionnaire Form (14 Tabs) 3 Attachment B1 - B4 - Reference Forms (12 total) No Yes Yes Yes 4 Attachment C - Insurance Requirements Form 5 Attachment D - Addenda Acknowledgement Form 6 Attachment E - Debarment Form 7 Attachment F - Drug Free Workplace Certification 8 Attachment G - Public Entity Crimes Form (notarized) 9 Attachment H - Waiver of Trade Secret 10 Sample of contract 11 Sample of employee communications materials 12 Sample of standard product proposal 11 Sample of performance guarantees 12 Sample of file format 13 Sample reporting Letter of transmittal, corporate overview and account 14 manager (Section 6) 15 One (1) manually signed proposal and six (6) copies Electronic version of completed proposal including 16 Attachment A on flash drive Page 1

2 The School District of Lee County 2855 Colonial Blvd., Fort Myers, FL FLEXIBLE SPENDING AND/OR HEALTH SAVINGS ACCOUNT ADMINISTRATION Friday, May 25, 2018 ITEM NO. DESCRIPTION 1 Required Submittal Checklist 2 Attachment A - Questionnaire Form (14 Tabs) 3 Attachment B1 - B4 - Reference Forms (12 total) 4 Attachment C - Insurance Requirements Form 5 Attachment D - Addenda Acknowledgement Form 6 Attachment E - Debarment Form 7 Attachment F - Drug Free Workplace Certification 8 Attachment G - Public Entity Crimes Form (notarized) 9 Attachment H - Waiver of Trade Secret 10 Sample of contract 11 Sample of employee communications materials 12 Sample of standard product proposal 11 Sample of performance guarantees 12 Sample of file format 13 Sample reporting Letter of transmittal, corporate overview and account 14 manager (Section 6) 15 One (1) manually signed proposal and six (6) copies Electronic version of completed proposal including 16 Attachment A on flash drive ConnectYourCare, LLC Attn: Reese Feuerman / John Dean 307 International Circle, Suite 200 Hunt Valley, MD Phone: (410) Phone: (701) Phone: (414) Phone: (800) Fax: Fax: Fax: Fax: Reese.Feuerman@ConnectYourCare.com John.Dean@ConnectYourCare.com Discovery Benefits, Inc. Attn: Suzanne Rehr / Zach Hanson th Avenue SW Fargo, ND Zhanson@discoverybenefits.com H S A Bank (A Division of Webster Bank, NA) Attn: James Kelly / Scott MacDonald 605 North 8th Street, Suite 320 Sheboygan, WI jkelly@hsabank.com smacdonald@hsabank.com National Benefit Services Attn: Paul Lovell / Bill Pratt 8523 S Redwood Road West Jordan, UT paul@nbsbenefits.com billp@nbsbenefits.com Yes Yes No (Open for Discussion) Yes Page 2

3 The School District of Lee County 2855 Colonial Blvd., Fort Myers, FL FLEXIBLE SPENDING AND/OR HEALTH SAVINGS ACCOUNT ADMINISTRATION Friday, May 25, 2018 ITEM NO. DESCRIPTION 1 Required Submittal Checklist 2 Attachment A - Questionnaire Form (14 Tabs) 3 Attachment B1 - B4 - Reference Forms (12 total) 4 Attachment C - Insurance Requirements Form 5 Attachment D - Addenda Acknowledgement Form 6 Attachment E - Debarment Form 7 Attachment F - Drug Free Workplace Certification 8 Attachment G - Public Entity Crimes Form (notarized) 9 Attachment H - Waiver of Trade Secret 10 Sample of contract 11 Sample of employee communications materials 12 Sample of standard product proposal 11 Sample of performance guarantees 12 Sample of file format 13 Sample reporting Letter of transmittal, corporate overview and account 14 manager (Section 6) 15 One (1) manually signed proposal and six (6) copies Electronic version of completed proposal including 16 Attachment A on flash drive Optum Health Financial Services Attn: Mark Johns / Amy Bledsoe Optum Circle Eden Prairie, MN Phone: (952) Phone: (800) Phone: (800) Phone: (212) Fax: Fax: Fax: Fax: mark.johns@optum.com amy.bledsoe@optum.com P & A Administrative Services, Inc. Attn: Michael Rizzo / Vincent Caruso 17 Court Street Buffalo, NY rizzom@padmin.com carusov@padmin.com Total Administrative Services Corporation (TASC) Attn: Nisha Weyker / Derrick Daniel 2302 International Lane Madison, WI Nisha.Weyker@tasconline.com Derrick.Daniel@tasconline.com ed.taffet@wageworks.com tasha.coar@wageworks.com Yes Yes No Yes OVERALL BEST RESPONSE MEETING SPECIFICATIONS. WageWorks, Inc. Attn: Ed Taffet / Tasha Coar 1100 Park Place, 4th Floor San Mateo, CA APPROVED BY: Doug Gupton, Procurement Agent August 8, 2018 Page 3

4 Flexible Spending and/or Health Savings Account Administration Flexible Spending Account Evaluation Committee Scoring of Proposals Ameriflex RANK ASIFlex Chard Snyder & Associates, Inc ConnectYourCare, LLC Discovery Benefits, Inc HSA Bank National Benefit Services (NBS) OptumHealth Financial Services P&A Administrative Services, Inc PayFlex Systems USA, Inc Total Administrative Services Corporation (TASC) WageWorks, Inc APPROVED BY: DATE: July 23, 2018

5 Flexible Spending and/or Health Savings Account Administration Health Savings Account Evaluation Committee Scoring of Proposals RANK Ameriflex ASIFlex Chard Snyder & Associates, Inc ConnectYourCare, LLC Discovery Benefits, Inc HSA Bank National Benefit Services (NBS) OptumHealth Financial Services P&A Administrative Services, Inc PayFlex Systems USA, Inc Total Administrative Services Corporation (TASC) WageWorks, Inc APPROVED BY: DATE: July 23, 2018

6 Flexible Spending and/or Health Savings Account Administration Evaluation Committee Scoring of Interviews RANK ConnectYourCare, LLC Discovery Benefits, Inc National Benefit Services (NBS) PayFlex Systems USA, Inc APPROVED BY: DATE: August 8, 2018

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