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Home My WebLink About062885-A1 - General - Contract - HealthEquity, Inc.Docusign Envelope ID: 58B8C761-AC04-40A1-866F-652B3FD878F1 CSC No. 62885-A1 AMENDMENT NO. 1 TO CITY OF FORT WORTH CONTRACT 62885 This Amendment is entered into by and between the City of Fort Worth (hereafter "City"), and HealthEquity, Inc. ("Vendor"). City and Vendor may be referred to individually as a Party and collectively as the Parties. WHEREAS, on January 1, 2025, the Parties entered into City Secretary Contract 62885 utilizing Omnia Partners Contract 09-22 ("Agreement"); WHEREAS, the Parties wish to amend the Agreement to authorize WageWorks to accept payment on behalf o f Vendor, as authorized by the underlying cooperative agency, Omnia Partners, in the attached Request for Contract Update. NOW, THEREFORE, the Parties, enter into the following agreement: The attached Request for Contract Update executed by the underlying cooperative, authorizing WageWorks to accept payment on behalf ofHealthEquity, is hereby incorporated into the Agreement. Payments by City due under the Agreement may be made to WageWorks. 2. All other provisions of the Agreement which are not expressly amended herein shall remain in full force and effect. 3. This Amendment may be executed in multiple counterparts, each of which shall be an original and all of which shall constitute one and the same instmment. A facsimile copy or computer image, such as a PDF or tiff image, or a signature, shall be treated as and shall have the same effect as anoriginal. OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Docusign Envelope ID: 58B8C761-AC04-40A1-866F-652B3FD878F1 IL1[Ky DI W II DI PIERO11_Llt:i DI DI lip CITY OF FORT WORTH: A mom 6% By: Dianna Giordano (Jun 9, 2026 18:41:05 CDT) Name: Dianna Giordano Title: Assistant City Manager Date: 06/09/2026 APPROVAL RECOMMENDED: X' '�Ymzzlli Name: Kristen Smith Title: Director, Human Resources ATTEST: o F .°R>!a°a %1 o °Aayn?�zssa4a By: Name: Jannette Goodall Title: City Secretary Vendor: HeallthEquity, Inc. UocuSigned by: By: M.i&Ad FIRL Name: Title: chief commercial officer CONTRACT COMPLIANCE MANAGER: By signing I acknowledge that I am the person responsible for the monitoring and administration of this contract, including ensuring all performance and reporting requirements. 12 FYW1i L . 1Z Name -.Erin Roden, MPA Title: Purchasing Supervisor, Human Resources APPROVED AS TO FORM AND LEGALITY: By: Name: Jordan P Alvarez Title: Assistant City Attorney CONTRACT AUTHORIZATION: M&C: 24-0928 (10/29/24) OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Docusign Envelope ID: 58B8C761-AC04-40A1-866F-652B3FD878F1 REQUEST FOR CONTRACT UPDATE # Pursuant to the terms of your awarded contract, all Contractors must notify and receive approval from Region 14 Education Service Center ("Region 14 ESC) when there is an update to the contract. No request will be officially approved without the prior written authorization from Region 14 ESC. Region 14 ESC reserves the right to accept or reject any request. HealthEquity (Contractor Name) hereby provides notice of the following update to Region 14 ESC contract number 09-22 for HSA, FSA, DCFSA, and Other Lifestyle Financial Services (Contract Title) on this date 4/21 /2025. Instructions: Vendors must check all that may apply and provide supporting documentation. Be sure to sign the signature page with all required signatures, prior to submitting your update for approval. This form is not intended for use if there is a change in operations, which may adversely affect members, i.e. assignment, bankruptcy, change of ownership, merger, etc. Authorized AffiliateslDealerslDistributorslResellers CI Additions ❑ Deletions ProductslServices (check all that apply) ❑ Additions ❑ Deletions E Modifications ❑ Pricing Update Other Vendor may include other notes regarding the contract update here: (attach another page if necessary). Docusign Envelope ID: 58B8C761-AC04-40A1-866F-65283FD878F1 Request to add clarity and note "WageWorks" as part of the Health Equity contract offering. HealthEquity acquired WageWorks on August 30, 2019. This acquisition included WageWorks' administration of various consumer -directed benefits (CDBs) such as flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), COBRA, and commuter benefits. Subsequently, HealthEquity phased changing all assets to the HealthEquity branding over time. This included many existing contracts that WageWorks had, including many Public Sector customers. When we responded to the RFP (Tab 5 Product and Service) we only mentioned the HealthEquity name, but it encompassed WageWorks name on FSA, HRA, COBRA, and commuter benefits solutions. There is no change in our price schedule for our contract processing. Vendor Dame Cory J Good Submitted By Signature FOR USE BY Region 14 ESC ONLY: Emily Jeffrey, Chief Financial Officer Oocu8igned by: p4m, Iq fsc Signature 4121 /2025 Date 4/21/2025 1 9:12 AM PDT Date Official site of the City of Fort Worth, Texas A CITY COUNCIL AGEND FORTWORTII Create New From This M&C 13P OMNIA 09-22 DATE: 10/29/2024 REFERENCE NO.: **M&C 24-0928 LOG NAME: FSA, HSA, LSA CB HR CODE: p TYPE: CONSENT PUBLIC NO HEARING: SUBJECT: (ALL) Authorize Execution of Agreement with HealthEquity, Inc. Using Omnia Partners Cooperative Contract 09-22 for the Administration of the City's Flexible Spending Account, Health Savings Account, and Lifestyle Account in an Annual Amount Up to $300,000.00 and Authorize Two One -Year Renewal Options for the Same Amount for the Human Resources Department RECOMMENDATION: It is recommended that the City Council authorize the execution of an agreement with HealthEquity, Inc. using Omnia Partners Cooperative Contract 09-22 for the administration of the City's Flexible Spending Account, Health Savings Account, and Lifestyle Account in an annual amount up to $300,000.00 and authorize two one-year renewal options for the same amount for the Human Resources Department. DISCUSSION: The purpose of this Mayor & Council Communication (M&C) is to authorize the execution of an agreement with HealthEquity, Inc. using OMNIA Partners Cooperative Contract No. 09-22 for the administration of the City's Flexible Spending Account (FSA), Health Savings Account (HSA), and Lifestyle Account (LSA). Health Equity will provide FSA, HSA, and LSA as an added benefit to the City of Fort Worth employees. Approval of this M&C authorizes the City to spend up to $300,000.00 for the initial term and authorizes two one-year renewal options n the same annual amount. Actual usage in any term can be Lp to the authorized amount and will be dependent upon actual appropriations for this purpose in the department's budgets. State law provides that a local government purchasing an item under a cooperative purchase agreement satisfies any state law requiring that the local government seek competitive bids for the purchase of the item. Omnia Partners contracts are competitively bid to increase and simplify the purchasing power of government entities across the State of Texas. HSA, FSA, DCFSA, and Other Lifestyle Financial Management Services #38-22 was published n USA Today on October 13, 2022, and October 20, 2022. DVIN-BE: A Business Goal is not assigned when purchasing from an approved purchasing cooperative or public entity. Administrative Change Orders: An administrative change order or increase may be made by the City Manager or his designee up to the amount allowed by relevant Law and the Fort Worth City Code and does not require specific City Council approval as long as sufficient funds have been appropriated. Agreement Terms: The City's initial term will begin cn January 1, 2025, and expire on December 31, 2025. Funding: Funding is budgeted n the Claims Administration Expense account within the Group Health Insurance Fund for the Human Resources Department. Renewal Options: The Agreement may be renewed for two one-year renewal options. This project will serve ALL COUNCIL DISTRICTS. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that upon approval of the recommendation, funds are available in the current operating budget, as previously appropriated, in the Group Health Insurance Fund. Prior to an expenditure being incurred, the Human Resources Department has the responsibility to validate the availability of funds. BON\\ Fund Department I ID Account I Project I Program Activity Budget Reference# Amount ID I Year j (Chartfield Fund Department Account Project Program Activity Budget Reference# Amount D D Year I (Chartfield 2) Submitted for City Manager's Office by: Originating Department Head: Additional Information Contact: ATTACHMENTS Reginald Zeno (8517) Jesica McEachern (5804) Reginald Zeno (8517) Dianna Giordano (7783) Jo Ann Gunn (8525) Charles Benson (8063) 1295 - HealthEguity Inc."pg (CFW internal) 13P OMNIA 09-22 FSA, HSA, LSA CB HR Updated FID.xlsx (CFW Internal) 13P OMNIA 09-22 FSA._ HSA, LSA CB HR.docx (CFW Internal) SAM.gov 8.1.24 - Health Equity, Inc.pdf (CFW Internal) SOS 8.1.24 - Health Equity, Inc.pdf (CFW internal) fORTWORTHO City Secretary's Office Contract Routing & Transmittal Slip Contractor's Name: Health Equity -Wage Works Subject ofthe Agreement: Specialized employee benefits administration and regulatory compliance services related to Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and COBRA administration NA M&C Approved by the Council?* Yes X No Ifso, the M&C must he attached to the contract. Is this an Amendment to an Existing contract? Yes X No 62885 _ - - - _ _ I fso, provide the original contract number and the amendment number. Is the Contract "Permanent"? Yes No X Ifunsure, see backpageforpermanent contract listing. Is this entire contract Confidential? No X 1 fonly specific information is Confidential, please list what information & Confidential and the page it is located. NA Effective Date: 01[02/2026 - - Expiration Date: _12/31/2026 I fdifferentf ''om the approval date. I fapplicable. Is a 1295 Form required? * Yes No X *I fso, please ensure it is attached to the approving M&C or attached to the contract. Project Number: Ifapplicable. ►yA----------- *Did you include a Text field on the contract to add the City Secretary Contract (CSC) number? Yes X No Contracts need to be routed for CSO processing in the followingorder: rder: 1. Katherine Cenicola (Approver) 2. Jannette S. Goodall (Signer) 3. Allison Tidwell (Form Filler) *Indicates the informatfon is required and ifthe information & notprovided, the contract will be returned to the department.