Compliance checklist

Health Advocacy & Navigation Services · HR-26-755. 74 requirement sentences found in the notice and 6 attachments: every "shall", "must" and "required", quoted as written and sorted into submission requirements (2) and performance / contract clauses (72). Nothing is generated.

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Submission requirements · 2

Exhibit 1 · BENEFITS · 1

Withdrawals are tax-free as long as they’re for eligible healthcare expenses. ▪ Expenses must be incurred between 1/1/2026 and 3/15/2027 (2 ½ month “grace period” after the end of the plan year) and claims must be submitted for reimbursement no later than 4/15/2027.

Attachment B · EQUAL BENEFITS ORDINANCE DISCLOSURE FORM · 1

By my signature below, I acknowledge that the Contractor understands that to the extent it is subject to the provisions of the Long Beach Municipal Code section 2.73, the Contractor shall comply with this provision.

Performance / contract clauses · 72

Exhibit 1 · ENROLLMENT? · 2

This is a passive Open Enrollment, so no action is required if you want to keep your current benefits for the 2026 plan year.
If you would like to re-enroll or enroll for the first time in a Healthcare or Dependent Care FSA, you must complete Open Enrollment on LifeViewHR.

Exhibit 1 · ACCOUNTS (FSAs) · 1

Dependent Care FSA) Must declare re- enrollment during Open Enrollment to confirm participation in the upcoming calendar year – continuation of enrollment is not automatic • Enroll and select annual deferral amounts • Changes are effective January 1 of the calendar year

Extracted from the notice text and attachments as published. The solicitation governs; read Sections L and M in full before you submit.