STRATEGIC PRIORITY: Government Performance & Financial Management
AGENDA DATE: November 9, 2022
COUNCIL DISTRICT(S): All
DEPARTMENT: Office of Procurement Services
EXECUTIVE: Jack Ireland
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SUBJECT
Title
Authorize a three-year service contract, with one two-year renewal option, for retiree concierge services for the Department of Human Resources - Health Advocate Solutions, Inc., most advantageous proposer of four - Not to exceed $631,688.40 - Financing: Employee Benefits Fund (subject to annual appropriations)
Body
BACKGROUND
This action does not encumber funds; the purpose of a service contract is to establish firm pricing for services, for a specific term, which are ordered on an as needed basis.
This service contract will provide retiree concierge services for the Department of Human Resources. The City is dedicated to assisting pre-65 retirees, prospective retirees as they age-in to 65, and post-65 retirees to better navigate their health benefit and wellness options. The City has attempted to manage these services with existing staff and resources in the past and is seeking to improve outreach and efficiencies by engagement of experts, which is best practices for an organization of our stature. The City will partner with the recommended vendor to assist employees about to retire, pre-65 retirees, age-in retirees, post retirees and comeback retirees during their transition phases.
The supplier will be responsible for training and assisting staff to respond to questions on retiree benefit options, assist them in evaluating the best plans for them. In addition, they will serve as a retiree advocate if they encounter barriers or challenges and provide retirees with access to self-service tools.
A six-member committee from the following departments reviewed and evaluated the qualifications:
* City Controller's Office (1)
* Department of Human Resources (2)
* Small Busin...
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