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PlanSource 2/14/2026
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PlanSource 2/14/2026
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Last modified
2/24/2026 10:24:35 AM
Creation date
2/24/2026 10:24:16 AM
Metadata
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Template:
Contracts
Contractor's Name
PlanSource
Approval Date
2/14/2026
Council Approval Date
1/21/2026
End Date
5/31/2029
Department
Human Resources
Department Project Manager
Chelsi Bardwell
Subject / Project Title
PlanSource Benefits and ACA Platform
Tracking Number
0005129
Total Compensation
$178,800.00
Contract Type
Agreement
Contract Subtype
Professional Services (PSA)
Retention Period
6 Years Then Destroy
Imported from EPIC
No
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<br /> <br /> 7 <br /> <br />PRODUCT-SPECIFIC TERMS <br /> <br />If there is a conflict between these Product-Specific Terms and the PlanSource Services Agreement, these Terms will <br />control solely with regard to the specific Services. <br /> <br />Enhanced Services. You, your Authorized Users, and your End Users may use various PlanSource features that <br />leverage generative and agentic AI to enhance the performance and efficiency of the Services. PlanSource shall <br />ensure that AI features used in connection with the Services comply with applicable federal and state laws and <br />regulations, but not limited to HIPAA and ERISA. Due to the nature of machine learning and technology powering <br />generative AI, outputs may not be unique to you. You are responsible for your use of any output generated by the <br />generative AI functionality, including evaluating the accuracy of such output. <br /> <br />NACHA. The parties agree that they (i) will comply with applicable NACHA Operating Rules and Guidelines (“NACHA <br />Rules”) as such rules may be revised from time to time, including without limitation all applicable NACHA Rules <br />related to agreements with, and obligations regarding, Originators of ACH Entries (as those terms are defined in the <br />NACHA Rules), and (ii) will provide the other party with reasonable assistance as may be required to comply with <br />applicable NACHA Rules. If Customer makes any payments under the Agreement by electronic funds transfers <br />through the Automated Clearing House network (ACH), Customer authorizes PlanSource to (i) initiate debit entries <br />to the account at the depository financial institution identified by Customer; and (ii) debit Customer’s account in <br />such amounts and times to pay PlanSource for fees associated with the Services. This authorization will remain in <br />full force and effect until PlanSource receives written notice from you of your intent t o terminate the Agreement. <br />PlanSource will charge a fee of at least $35.00 for each non-sufficient funds transaction. The ACH network is <br />controlled and managed by the National Automated Clearinghouse Association (“NACHA”) and its member <br />organizations. Where submitting charges over the ACH network, End User must comply with the Terms and <br />Conditions for Recurring Electronic Funds (“EFT”), the NACHA Operating Rules, as amended from time to time (the <br />“NACHA Rules”), the PlanSource Recurring Electronic Funds Transfer (EFT) Client Authorization Agreement (“EFT <br />Agreement”), and any additional ACH authorization or electronic funds transfer agreements provide d to End User.
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