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2003_0804_packet
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2003_0804_packet
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10. What controls ensure timeliness of record keeping so that each <br />individual's account complies with the Plan and applicable government <br />regulations'. Does your system check that forms and authorizations are <br />complete and on file? <br />11- What information is maintained as part of an individual's account record? <br />12. Do you offer secure Internet access? Describe the capabilities available <br />to employees. Are employees able to view account balances (updated <br />daily)? <br />13. How many investment options are available to the City for purposes of making <br />i nvestment options available to employees? Describe representative <br />investment options by name, investment objective, and annualized <br />performance results. How often can employees change investment elections? <br />14. Do your services include individual counseling and /or group education <br />regarding investment selections? <br />15. Dan /must the City control the individual investment options offered by the <br />Plan? <br />16. Are all Flan implementation fees /expenses included in the financial portion of <br />your Proposal'. Describe the requirements /restrictions, if any* regarding the <br />employer payment versus employee payment of fees. <br />17. Describe your proposed dispute resolution process. <br />18. Describe how you propose to handle the application of COBRA including <br />but not limited to alternative(s) to COBRA coverage. <br />Vendor Information <br />For Proposals consisting of more than one vendor, it is the vendors' <br />responsibility to work together and submit one set of Requested Information. <br />Unless otherwise specifically noted * the responses should address the requested <br />information with respect to each vendor. <br />1. What is the name, title, address, and fax number of the person whom we <br />may contact with questions regarding your responses? For Proposals <br />consisting of more than one vendor, this information is required with <br />respect to each vendor. In addition, it is the vendors' responsibility to <br />work together and identify one contact person with authority to act on <br />behalf of all vendors involved with the Proposal. <br />F <br />2. Who will direct account management responsibilities for the Dig's plan's <br />Please summarize his /her qualifications, experience, and number of years <br />with your company. From which office does this person work? <br />Page 15 <br />
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