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​MARKET ACTIONS VENDOR RESOURCES

The following page is a resource for vendors that are contracted by the Pennsylvania Insurance Department, Market Actions Bureau.  Vendor activity is monitored to ensure that our selected vendors are compliant with the standards that we have set with our internal examination staff.  This includes following the Commonwealth Travel and Reimbursement policy for any travel expenses and efficient time billing.  Below are the list and description of vendor worksheets and forms to be submitted to the PA Insurance Department prior to submission to the company.


Description of Examiner Services

Any examination work performed by an examiner must submit this examiner worksheet for the monthly billing period. The worksheet must be signed and dated to certify the work that was completed on the exam. This is a required form to be submitted each billing month.

Vendor Examiner Summary

Any examination work performed by an examiner must submit this examiner worksheet for the monthly billing period.  The worksheet must be signed and dated to certify the work that was completed on the exam.  This is a required form to be submitted each billing month.

Vendor Travel Worksheet

This worksheet must be submitted anytime there is travel reimbursement being claimed on the Vendor Examiner Summary or on the Vendor Billing Summary. All travel must be itemized by day. There must be a start time and an end time of each trip. All travel must follow the Commonwealth Travel Guideline. Any ground travel (including rental car and mileage reimbursement must have a GSA travel attached.) This helps to ensure that the most cost-effective ways are being utilized when conducting examinations. 
 
The GSA Travel Worksheet is a guide to ensure that the most cost-effective ground travel is being used. When utilizing this worksheet, please disregard the section about an agency pool car. That is not applicable for vendor travel. The GSA Worksheet does not need to be submitted with your monthly billing invoice. It is a guide that is used to audit the travel expenses that are submitted for reimbursement to ensure that travel is compliant with Commonwealth Travel. Please make sure that receipts are submitted for everything that is claimed. Credit card receipts must show paid and an itemization of what was purchased. NO UNVERIFIED EXPENSES WILL BE REIMBURSED.

Vendor Summary

This sheet shows the total amount of the examination charges occurred during the specified billing period. This summary shows the amount of holdback and reimbursements that the company owes during this period. This is a required form to be submitted each billing month.

Vendor Invoice Tracking Form

This form shows each invoice, expense, and holdback amount that has been charged to the company to date. This tracking sheet is instrumental for both companies and vendors in requesting the total holdback from the company at the end of the assigned examination. This is a required form to be submitted each billing month.



For additional instructions or questions, please contact: (717)787-6174 or send emails to 
RA-INCOINVOICEMCEXAM@pa.gov

Office of Market Regulation
Bureau of Market Actions
1209 Strawberry Square, Harrisburg, PA 17120