Professional Services Companies - 509 PEO & Employee Leasing Solutions are available at StaffMarket

This company is a builder of sport fishing boats, 17' to 24' long. They currently have a parent company providing them with payroll services as well as piggybacking on their W/C policy. They are now wanting to fully separate from the parent and are looking to Professional Employer Organizations to help them. Due to them being covered on the parent's W/C policy, I'm not sure how your UW will need to see claims history. I have had the company complete a claims history affidavit and I've attached it to this RFP. They think they will eventually be interested in providing health care coverage, but not at this point. The contact and her husband are the owners. Please email your initial intro and request time to schedule your initial phone conversation. The contact has a CPA that she would like to include on all of the calls.

Company buys wholesale goods, warehouses them, then sells them online or at auction. They initially wanted benefits only, but will be willing to look at the full Professional Employer Organization model. Currently their CPA does the payroll. .

This company is an English company that manufactures and installs a new type of building fire suppression systems. They currently have 4 US sales reps, and they originally contacted me just about procuring benefits. They have a US based accountant handling payroll and tax administration. I suggested they investigate utilizing a Professional Employer Organization for total HR admin and they agreed. Once UL testing is completed their plan is to hire as many as 40 additional employees for more sales, clerical, manufacturing and installation. They know they want to provide health care coverage but they are sure yet what other benefit products to provide. The contact is located in the UK so earlier morning calls will be required. A census for the first 4 EEs is attached along with LRs. Please contact me to strategize before reaching out to the contact.

Company is General construction company working on commercial remodels and new residential building. They have had some workers comp issues, so they want to see how a Professional Employer Organization can help reduce their premiums. The workers comp policy renews on Aug 1st. While going through the RFP process, they also want to look at benefits. Those benefits renew on Dec 1st. The payroll is currently done by their CPA. The same CPA who is acting as your contact.

This company provides multimedia systems for educational, healthcare and corporate clients. They currently utilize a Professional Employer Organization but their invoices are not intuitive and they suspect they are paying very high administration fees. The contact is a contracted, part time accountant that is only in the office on Tues and Fri. The heath care carrier that is provided to them through the Professional Employer Organization is United, and their renewal is in May. They would like to keep the fact that they are shopping for a new Professional Employer Organization a secret from their current Professional Employer Organization, so I've had them complete a W/Comp claims history affidavit as a stop gap. That form is currently attached to this RFP. Other medical underwriting documentation has been requested and will be forwarded on to you as received. I would advise initially sending an email introduction with a goal of having a phone conversation when the contact is back in the office this Friday.

This new company is an olive tree farm in GA. They have operated for almost 37 years but have always contracted out work or utilized 1099s. They are now about to hire 10 EEs and need payroll, W/C and HR admin services. They also suspect that they will need help with supplying benefits down the road. They have never had any W/C coverage so no LRs or dec are available. The contact is a CPA and her name is pronounced Sandreen. She told me that each EE will average about $55,000/yr.

Company specializes in renting luxury homes around the world. They plan on hiring more employees in the very near future. Your contact is the CPA working on behalf of his client.

This CPA Firm is looking into the Professional Employer Organization relationship. They would like to receive information and quotes for all Professional Employer Organization services including HR and Benefits.

This company is a security company that has grown to the point that they need additional HR admin support but they do not want to hire internal EEs to handle it. There payroll is currently done by their accountant but some of the issues they have are time keeping, new hire onboarding and EE handbook maintenance. He said turnover wasn't particularly high, but he expects to grow about 50% over the next year so anything to keep turnover low would help. He is also close to hitting his 50 FT equivalents so he is also going to need consulting on ACA compliance. When asked about if any of their guards are armed, he responded saying that yes, some are, but said that felt that one they explain their "use of force" policy, this should not pose an obstacle. LRs for the last 5 years have been requested.

Company specializes in setting up organic gardens. They want to see how a Professional Employer Organization can help their business be more profitable. Your contact is a CPA that does the payroll in house, with a separate workers comp policy. They are new to the Professional Employer Organization concept, so be prepared to sell the benefits of the relationship.

Company is a staffing company that is familiar with the Professional Employer Organization relationship. Their payroll is done by a CPA that charges them a per check fee. Your contact is the owner of the company, that also has his son manage it with him. Loss runs are on the way.

This company is a developer of BlueTooth radio technologies. This group is made up of the owner and programmer/developers. All manufacturing is contracted out. The owner is salaried and all others are hourly with an average work week of 40 hours. The contact on this RFP is actually the CPA for the company but is also the wife of the owner and has decision making capability. All the programmers are 1099 at this point and they want to convert all to W2. Most of the EEs are on a semi-monthly cycle but one is monthly. They are not interested in group medical at this time but are interested in other ancillary benefits, especially 401k with profit sharing. They want to try to maximize their contributions. They would like to start with a Professional Employer Organization May 1st. The contact gets into the office at 6:00AM and usually leaves around 3:00PM. They have already contacted TriNet directly but was told all eligible EEs must enroll in medical.

This company is owned by a UK based company called Next Controls, Ltd, but the client is a US based LLC, that remotely monitors refrigeration systems in grocery stores, restaurants, health care facilities, etc. They have 7 EEs that all work out of their homes in FL, WI, AZ and CO. The company's US agent is a CPA based in Bradenton and she is acting as the contact on this RFP. She currently handles all payroll and HR issues and needs to get it off her plate. They currently reimburse EEs for med coverage premiums but now wants to convert to a group medical program. They want to start and be able to run by the end of Feb. Their actual 2013 total gross payroll was around $474,000 and they estimate 2014 to be around $517,000

This company is actually two separate businesses with common ownership. One is a car lot and the other sells ATVs and motorcycles. The owner is a CPA and has just recently heard of the Professional Employer Organization concept and has been told she can save money by utilizing one. They've had one claim a year or so back and was dropped and now in State Fund. Their policy expires July 1st and would like to have new coverage in place by then. Loss runs have been requested.

This company is a commercial and residential lawn and landscaping company. They currently have their accountant do their payroll so they are interested to explore the benefit of utilizing a Professional Employer Organization. Loss runs are being gathered.

This company is a home custodial care company that has seen significant growth over it's first two years in business. Their accountant has suggested they look into Professional Employer Organization as a way to manage growth. They contact/owner also mentioned the possible need to eventually supply medical coverage to the EEs, although I've never heard of that in this type of business. Loss runs have been requested.

This company is a CPA firm that has just been terminated by their current Professional Employer Organization and needs to replace coverage by June 30th. They have already reached out to a Professional Employer Organization called Questco for a quote.

This company is a commercial building contractor with EEs residing in TX, MS and NE but who work all over the US and currently have jobs in TX, LA, IN, OR, WA and AR. Their main issue is trying to rid themselves of all the admin overhead associated with working and having EE residing in so many different states. The contact is the accountant and wife of the owner. She said they currently do payroll on their Quickbooks, but Quicken is now requiring them to make a $1800 software upgrade in order to continue. They are also interested in seeing what kind of group medical rates they can find. They currently use BCBS and it's renewal comes up May 1st. I have also requested a copy of their BCBS plan description and SUTA rates for each state, in addition to what's already been collected and attached to this RFP.

Company does custom painting and airbrushing of automobiles, motorcycles,classic cars, bodywork, and accessories. Their CPA does the payroll now, but they are looking for benefits. A census is attached.

Company has two locations and is using an accountant for payroll and quickbooks. .