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Company is a homeowners association that uses a payroll company now. Their attorney has advised them to look into a Professional Employer Organization.

This company is a spin off from a European parent company, so it will be considered a startup. The company will design and produce a paving material made from concrete and foam-glass that is used for commercial airport runway emergency arresting systems. Airport runway arresting systems are built at the end of runways that prevent a runaway aircraft from exiting the end of a runway. The company will design the arresting systems in conjunction with the FAA and will provide engineering, training and over site of the installation, but the actual installation will be done by 3rd parties contracted by the FAA. They expect to start with 18 EEs but expect to ramp up to around 100 EEs quickly. As a startup they are looking for assistance with EE handbooks, drug testing and background checks, and recruiting assistance. The contact on this RFP is an HR attorney hired to assist in the evaluation of Professional Employer Organization service providers. They will require to have an executed NDA in place prior to releasing any documentation deemed sensitive such as a census. Make this your first priority after initial contact. The contact person is open to using a version supplied by the Professional Employer Organization.

This company is a flooring retailer that also installs. Carpet makes up 90% of their installations. They had not had any claims up until 2015. The 2015 were two guys getting the same attorney. Two additional claims were from the same guy. He was terminated for missing 4 consecutive days of work and then filed a claim. They found nothing wrong with him and they just paid for him to "go away". He was caught under surveillance working and his attorney has since been arrested. An ACORD is attached to this RFP and their current W/C dec, LRs and a current payroll summary has been requested.

This company is a restaurant that originally came to us seeking a Professional Employer Organization to help them with expertise in CA specific HR admin. One of the partners is an attorney and he is looking for ways to mitigate their employer risk exposure. But they also offer a BCBS plan of which they pay $150/EE and they would be interested if a Professional Employer Organization can bring a better rate or coverage option. They collect time and attendance on their Aloha POS and send a report to their payroll provider, Heartland. The contact on this RFP is the office manager and she works 7:00 to 2:00. I have quite a bit of underwriting documentation so instead of attaching it all to this RFP, I will send it in a separate email. Please make sure you have the partners scheduled in on your proposal.

This is law firm that is having difficulty hanging onto quality staff due to a weak benefit compensation plan. They currently offer a 401 k plan through the ABA and they have a group medical plan with Health First. They have a 6 month probationary period and pay 50% of EE only premium. They are concerned about migrating their 401k to a Professional Employer Organization so make sure you discuss this issue. They are also interested in adding vision and dental. I have requested a census, current Health First plan summary, invoice and recent renewal notice as well as LRs and current SUTA rate. The contact is the daughter of the primary attorney and she works with the firm part time while going to school. You are to only contact her using the number and email address on this RFP. DO NOT CONTACT THE FIRM DIRECTLY!

Company provides detailed steel drawings to steel fabrication shops. Their attorney mentioned Professional Employer Organizations as a way to offer affordable/competitive health benefits. I've given them a brief introduction on how Professional Employer Organizations work, but you'll want to explain the overall benefits of the relationship.

Company is a small attorney firm that has received a termination notice from their current Professional Employer Organization. Your contact feels its because they have fallen below the 5ee size. They will need something in place by July 31st.They currently offer a BCBS health plan.

This company is a craft producer of smoked and cured meats. The company is being purchased by a private equity group, and this group brings in a Professional Employer Organization for all of their owned companies. The contact on the RFP is a NYC attorney that works for the equity group. The company doesn't currently offer any group medical plan but the new ownership is now wanting to bring in a plan. The company is actually organized as a B-corporation and a priority is being placed on content employees. They are looking to make the cut over around the end of the 2 qtr. A census is attached, but they did not enter the employee's w/comp codes. In order to get this RFP started, I used code 2089 for all the EEs but suspect some will be changed to 8810 and 8742. A copy of their current W/C dec has been requested as have loss run reports. Almost all EEs reside in VT but there are a few in NY or MA. Do not follow up with the contact until you and I have had a chance to discuss this company. UPDATE: I was just made aware that the proper W/C code for the processing employees is 2095.

Company is an attorney firm that uses ADP Totalsource. They have recently been shown an increase in their Aetna renewal rates after the rep promised they would be locked in for 15 months. They had BCBS before, and they liked the plan. This company is a personal friend of mine, so please contact me first to coordinate the initial call.

Company is an attorney firm that received a termination letter from their current Professional Employer Organization.

This RFP is for the domestic staff of a celebrity. These EEs will be located in NY, CO and CA. They currently utilize ADP for payroll and were proposed by TotalSource. They were intrigued by TotalSource's ability to save them substantial money on medical benefits but after reviewing their CSA, they decided to look at other Professional Employer Organizations. Their attorney felt that the TotalSource agreement left too much liability with the client. The contact said they basically want to lease their EEs. They also did not like the fact that section 125 savings were not passed along to the client and they found that shady. The contact is going to want to discuss your CSA before proceeding to a proposal so that he doesn't waste time. But health care savings is the major driver and they are currently using an Oxford plan. A census, loss run reports and current Oxford plan description are forthcoming.

The company is an internationally recognized painter and his sales staff. Their attorney has suggested looking into Professional Employer Organization and are primarily interested in the group medical a Professional Employer Organization may be able to bring to them. A census has been requested.

The company is a new and used bus dealer that has engaged a Professional Employer Organization but that relationship is not working out and they need to change, quickly. The contact on the RFP is actually the attorney for the company and will be running with this process. The payroll breakdown is a best guess estimate at this point, but the census, once completed, should show a more accurate payroll breakdown. Health benefits is also a big part of their needs. Once the census is received, it will be forwarded on to you. Also the SIC that was entered by the company also does not seem accurate.

Company is a new executive search firm placing top level candidates on a perm basis in the Oil & Gas Industry . They had their CPA, and Attorney recommend a Professional Employer Organization solution for better access to benefits.

Company is an attorney firm, that is splitting partners. They would like to be in their new offices next week, so kindly submit your leasing quote as soon as possible, then benefits afterwards.

Company is a real estate law attorney firm. They are with a Professional Employer Organization now but have had service issues.

Company is an attorney firm. Their HR director is leaving the company, so they would like to evaluate the cost between replacing her, or outsourcing everything. They have Aetna now, but would like to check on new plans available. The employer pays half of the medical premium if the employee takes the HMO, but the lets the employee pay more for the PPO if they'd like to. They also offer a dental HMO also. The company is also concerned about on-site capabilities with regards day to day HR issues.

We are a law firm and a fee attorney for a title company. They have never had workers comp before. They want access to affordable healthcare. Benefits census has been requested. for participating.

Debt collection agency, with two lawyers handling the legal side of the business. You are working with an outside consultant that the company brought in to help with HR issues - she's a big proponent of outsourcing, and beleives the services and benefits offered by a Professional Employer Organization would be a big help to her client. Census information requested, thanks for participating.

NV-based law office in business 30+ years. Looking at a Professional Employer Organization to combat the escalating costs of health care, and to put the different vendors under one umbrella. Census and a lot of additional information attached, please look that over before you ask the client for the same thing. Getting a quote from E Solutions Group and The Outsource Group. Are very interested in talking to other attorney clients of yours - if you don't have any, please don't bother quoting! for participating.