Professional PEO Consultant Service Agreement

Transcription

1 Professional PEO Consultant Service Agreement This Agreement (the "Agreement" ) is made and entered into this day of, 2008; whereas I authorize McKinley, Watson Corporation to execute a Request for Proposal (RFP) for Professional Employer Organization (PEO) services on behalf of ("Client" ). I further understand that: Under no circumstances will my company be liable for fees to McKinley, Watson Corporation. McKinley, Watson Corporation will assist locating a PEO that can provide the services needed by my company and that McKinley, Watson Corporation is not a Professional Employer Organization (PEO) and does not provide any PEO type services. McKinley, Watson Corporation provides no guarantees regarding the capabilities or solvency of any PEO and I will hold McKinley, Watson Corporation harmless for any misrepresentations or omissions made by any PEO or PEO representative. McKinley, Watson Corporation does not guarantee that I will receive any PEO proposals. McKinley, Watson Corporation is not acting in any legal capacity as an agent or representative of any PEO and McKinley, Watson Corporation has no liability for any damages that may result from my company's relationship or lack thereof with any PEO. McKinley, Watson Corporation shall not be responsible for any damages regarding obtaining or maintaining any required insurance. I agree that: In the event I successfully establish a relationship with any PEO at any time within the next six (6) months, I will provide the name of the PEO to McKinley, Watson Corporation within two (2) weeks of the effective start date of my PEO contract. The information provided to McKinley, Watson Corporation is conjunction with this RFP is true and accurate to the best of my knowledge and I herby authorize McKinley, Watson Corporation to provide this information to its partners as required. X (Signature of Executive) X (Client Signature) (Printed Name) (Printed Name) McKinley, Watson Corporation (Company Name) This document and all the information contained within is confident and proprietary information of McKinley, Watson Corporation and our prospective customers. 1

2 Company Information: Company Name Country First Name Phone 1 Last Name Phone 2 Title / Position Fax Address 1 address Address 2 How long in busines? City Phone Fax State Prefered Contact Method Through Zip Broker Only FEIN Number SIC Code Type of Business Entity - Mark an "X" in the appropriate box: Current PEO Customer? If so; with which PEO: C Corp S Corp LLC Partnership Proprietorship Non-Profit Description of Operations (What does your company do?): Payroll Information: Payroll Frequency - Mark an "X" in the appropriate box If you are currently with a Weekly Bi-Weekly Semi- Monthly Monthly PEO and do not know these Current State Unemployment Rate figures, please attach a Current Workers' Compensation Experience Rate copy of your most current Current Administrative Fee billing statement Workers' Compensation ( We must have payroll values in order to process your request for proposal) Workers' Comp Classification / Job Description Number of Full Time (FT) Employees Number of Part-Time (PT) Employees Annual Payroll Per Workers' Comp Classification EXAMPLE: 8810 / Clerical 6 2 $240,000 This document and all the information contained within is confident and proprietary information of McKinley, Watson Corporation and our prospective customers. 2

3 PEO Services Payroll Types: Do you require payroll services for employees who are paid by piecework? Do you require payroll services for commissioned employees? Do you require payroll services for tipped employees? Time / Labor Data Collection: Do you require a PEO to support time clocks? Do you require the ability to call a service center to report your employee time? Do you require 24/7 online flexibility to report your employee time? Payroll Reports: Do you require a hardcopy Job Costing Report? Do you require a custom built file that you can download? Do you need to import payroll data to your accounting software? Do you require certified payroll reports? Does your company need to handle expense reimbursement? Do you require a report that shows costs by department? Payment Methods: Do you require direct deposit for your payroll checks? Do you want to provide debit cards to your employees? Do you need to make your payment to the PEO in cash? This document and all the information contained within is confident and proprietary information of McKinley, Watson Corporation and our prospective customers. 3

4 Vacation and Sick Accrual: Do you require support for vacation accruals? Do you require that employees have availability to carry over vacation time? Do you require that employees be able to view vacation balances on their check stubs? Do you require support for sick leave accruals? Do you require that employees have the availability to carry over sick leave? Do you require that employees be able to view leave balances on their check stubs? Internet Capability: Does your business want to be able to view payroll reports via the internet? Does your employees need to change their address via the internet? Does your employees need the ability to change their W-4's via the internet? Does your employees need the ability to report your payroll time via the internet? Does your managers need the ability to report or approve time via the internet? Does your business want employees to enroll in benefits programs (If offered) via the internet? Human Resources (HR) Assistance: Do you require a PEO to have a local Human Resource (HR) person? Do you require advise on preparing an employee handbook? Do you require a PEO to assist with new hire drug testing? Do you require a PEO to assist with random drug testing? Do you require pre-employment background checks? Do you require a PEO to assist in validating Social Security Numbers? Do you want sexual harassment prevention training? Do you want employment discrimination training? This document and all the information contained within is confident and proprietary information of McKinley, Watson Corporation and our prospective customers. 4

5 Human Resources (HR) Assistance (cont.): Do you require the PEO to handle employment inquiries from third parties? Do you want guidance on various regulatory compliance issues? Do you require assistance with employee recruitment? Does your business require Employment Practices Liability Insurance? Does your business rneed to work with a PEO that offers support in Spanish? Are you interested in pre-paid legal expenses programs? Are you interested in employee assistance for drug and alcohol problems? Do you require assistance with employee outplacement? Does your business require assistance with establilshing competitive rates of pay? Do you require assistance with preparing job descriptions? Do you want a PEO that can assist with interviewing job candidates? Risk Evaluation: Yes No Do you use sub-contractors in your business? Do you employees work with any Asbestos / Hazardous materials? Any work performed on barges, vessels, docks or bridges over water? Do any of your employees perform demolition? Any prior coverage declined / cancelled / non-renewed (last 3 years)? Does your business own, lease or operate any aircrafts or watercrafts? Do you have any unionized employees? Is applicant engaged in any other type of business? Do you lease employees to or from other employers? Any work performed underground or above 15 feet? Is a formal safety program in operation? Any group transportation provided? Any employee under 16 or over 60 years of age? Is there any volunteer or donated labor? Do employees travel out of state? This document and all the information contained within is confident and proprietary information of McKinley, Watson Corporation and our prospective customers. 5

6 Risk Evaluation (cont.): Please explain all "YES" answers This document and all the information contained within is confident and proprietary information of McKinley, Watson Corporation and our prospective customers. 6

7 Additional Questions: What is the main reason for considering using a PEO? How soon do you anticipate making a decision? If you are with a PEO, can you provide a copy of your most recent billing statement? How did you find McKinley, Watson Corporation? Referral Internet Presentation Add Sales Call Most PEO's will require additional information, namely workers' comp loss runs, a benefits census (listing employees' age, sex and number of dependants), a copy of your workers' comp declaration page and proof of your state unemployment rate. Would you like for us to handle the distribution of that information? If so, please fax that information to We Appreciate You Taking The Time To Complete This Information This document and all the information contained within is confident and proprietary information of McKinley, Watson Corporation and our prospective customers. 7