Health Savings Account Administration Services

Overview

Financial, Legal, HR & Staffing

Courtland, Virginia, United StatesPosted 7 days agoDeadline: May 15th, 2026

Fit Score

Settle Intelligence

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SUMMARY

Seeking a provider for a three-year contract to administer a health savings account plan.

KEY REQUIREMENTS

Must be a qualified Health Savings Account administrator
Must submit one original and six copies of the proposal
Must provide at least five references with telephone numbers and point of contact
Must provide a copy of the most recent audited financial statement
Must provide a resume or bio of company principals and employees handling the account
Must provide a description of Health Savings Account book of business
Must be licensed to do business in the Commonwealth of Virginia
Must provide proof of insurance including Automobile Liability, General Liability, Professional Liability, and Workers' Compensation
Must certify no employees providing services on school property have been convicted of specific felonies or offenses involving children

BUDGET

Estimate

$15,000 – $30,000

CONTRACT DURATION

36 months

TIMELINE

RFP issued on May 1st, 2026.

Proposals due by May 15th, 2026, at 2:00 PM.

Contract term begins on July 1st, 2026.

QUESTION DEADLINE

May 8th, 2026

Issuing Agency

Southampton County Public Schools

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DESCRIPTION

A vendor is sought to provide health savings account (HSA) administration services. The selected provider will manage and administer a health savings account plan for the client organization.

The awarded contract will have a term of three years and will require the administration of all aspects of the HSA plan throughout the contract period.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.