Benefits Administration RFP
PlanSource & White Cap
A partnership powered by consistent solution delivery and sustainable operations demonstrated by honoring our commitments.
The Most Knowledgeable Pros
Your PlanSource Team
Daniel Morris
Regional Sales Executive
Dani Smith
Senior Solutions Consultant
Bill Watt
Vice President, Sales
Debbie Crittenden
Implementation Manager
Leslie Daricek
Vice President, Customer Success
Jen Wissler
Director, Customer Success
Thomas "TJ" Dubach
Senior Customer Success Manager
PlanSource Proposal for White Cap
Thank you for including PlanSource in the evaluation of benefits administration providers for White Cap. Our team is excited about this opportunity, and we believe that we offer White Cap unique value within the benefits administration market. The PlanSource team appreciates your due diligence in reviewing your options and including us in your evaluation process.
Building Trust on Every Job
Executive Summary
Building Materials
Response to Company Requirements and Client Specific Questionnaire
Jobsite Supplies & Security
Requested Documentation- Section VIII
Measuring Marking & Surveying
Pricing Matrix
Power Tool & Equipment Accessories
Additional Assets
ACA
Dependent Verification
Decision Support
HR Reporting
COBRA Administration
Reimbursement Accounts
