Flexible Spending Account and Commuter Benefits Administrator Services

The government authority located in Oakland, California is seeking a vendor to provide comprehensive administration services for its Flexible Spending Account (FSA) plans and Commuter Benefit Programs. The agency needs to solve the challenge of managing these benefits efficiently while ensuring full compliance with plan documents and applicable laws. The scope of work covers administrative services for the Health Care FSA, Dependent Care FSA, and Commuter (Transit and Parking) benefit programs. The selected administrator must provide secure electronic enrollment capabilities, debit card services, and online portals and mobile applications for both the employer and participants. The agency requires the vendor to draft plan documents, summary plan descriptions, amendments, and required notices. Additionally, the administrator must receive, review, adjudicate, and process participant claims in accordance with Internal Revenue Service rules and plan provisions. The administrator must manage participant commuter elections, balances, forfeitures, and rollover provisions while providing dedicated customer service support via telephone, email, and online services. The agency requires standard and ad hoc reports, including enrollment, contribution, claims activity, and financial summaries, as well as eligibility and payroll deduction reports. The scope also includes implementation planning, data migration, testing, and the provision of participant communication materials such as enrollment guides and educational documents. Only onshore organizations based in the United States are eligible to bid on this opportunity. The agency expects the performance of the work to occur offsite. Bidders can submit their proposals digitally via email or through an online portal. The agency is looking for budget proposals from bidders rather than specifying a set budget limit. The evaluation criteria are not detailed in the source, but the agency will assess the proposals based on the requested administrative capabilities. A key date for this procurement is the pre-bid meeting scheduled for June 15, 2026.