San Bernardino header
File #: 11109   
Type: Consent Status: Passed
File created: 10/28/2024 Department: Human Resources
On agenda: 11/5/2024 Final action: 11/5/2024
Subject: Contract with WEX Health, Inc. d/b/a WEX for Flexible Spending Account and Dependent Care Assistance Plan Software and Technical Support
Attachments: 1. CON-HR-11-5-2024-FSA and DCAP Software, 2. Item #22 Executed BAI, 3. 24-1063 Executed Contract
REPORT/RECOMMENDATION TO THE BOARD OF SUPERVISORS
OF SAN BERNARDINO COUNTY
AND RECORD OF ACTION

November 5, 2024

FROM
LEONARDO GONZALEZ, Director, Human Resources Department

SUBJECT
Title
Contract with WEX Health, Inc. d/b/a WEX for Flexible Spending Account and Dependent Care Assistance Plan Software and Technical Support
End

RECOMMENDATION(S)
Recommendation
Approve Contract with WEX Health, Inc. d/b/a WEX for the Flexible Spending Account and Dependent Care Assistance Plan software license and support, including non-standard terms, for an estimated annual cost of $27,370, based on a per-participant, per-month structure, with price reductions as enrollment milestones are met, effective retroactively beginning March 1, 2024, through February 28, 2029.
(Presenter: Leonardo Gonzalez, Director, 387-5565)
Body

COUNTY AND CHIEF EXECUTIVE OFFICER GOALS & OBJECTIVES
Operate in a Fiscally-Responsible and Business-Like Manner.

FINANCIAL IMPACT
Approval of this item will not result in the use of additional Discretionary General Funding (Net County Cost). The estimated annual cost of $27,430 and participant fees will be funded with the annual Flexible Spending Account (FSA) and the Dependent Care Assistance Plan (DCAP) forfeitures. Software application Fees are based on a per-participant, per-month structure, with price reductions as enrollment milestones are met.

BACKGROUND INFORMATION
The County established the FSA on July 27, 2002, and the DCAP on January 1, 1992 to allow employees to pay for qualifying medical care expenses and reimbursement for qualifying dependent care expenses on a pre-tax basis. County employees, including Board-Governed Special Districts and any entity with an agreement in place with the County, can receive the benefits of these plans.

The FSA plan is designed to meet the legal requirements of a "Cafeteria Plan" under Section 125 of the Internal Revenue Code (IRC) of 1986 (Code), as amended and follows regulations...

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