Professional Corporate Wellness Partner

Transcription

1 880 E. 11 th Avenue, Clumbus Ohi RFP : Prfessinal Crprate Wellness Partner Pre-Prpsal Cnference: Tuesday, June 2, :00pm 880 E. 11 th Avenue, Clumbus, Ohi Site Tur: Directly fllwing Pre-Prpsal Cnference Prpsal Deadline: Friday, June 12, :00am 880 E. 11 th Avenue, Clumbus, Ohi 43211

2 Request fr Prpsal (RFP) Prfessinal Crprate Wellness Partner The Clumbus Metrplitan Husing Authrity (CMHA) understands and acknwledges the imprtance f a rbust crprate health and wellness prgram that prmtes a persnal cmmitment t a healthy lifestyle with cllegial and cmpany supprt. We believe that successful crprate wellness invlves a strategic framewrk that utlines shrt and lng-term gals fr the emplyee and the emplyer and that crprate wellness needs supprt, leadership, and cmmitment frm the emplyer, emplyees and vendr. T that end, CMHA is seeking t prcure the services f a prfessinal in fitness and nutritin (vendr) that is cmmitted t assisting the CMHA in achieving the health and wellness gals (as described belw) f ur rganizatin. 1. Prgram gals CMHA endeavrs t be a premier wrkplace that supprts the prfessinal and persnal develpment f ur team. Imprving upn ur existing wellness prgram is critical in achieving this gal. Thrugh ur wellness effrts we aim t: Cntribute t the verall health and happiness f ur staff Fster a culture f healthy minds and bdies with high mrale Prvide superir service t ur clients with an energetic team f prfessinals Cntain insurance csts Reduce absenteeism Reduce wrkers cmpensatin claims Reduce injuries 2. Respnsibility f the Prfessinal Persnal Trainer/Statement f Wrk (SOW): Prgram Develpment and Implementatin The successful respndent will be respnsible fr designing and delivering a fitness and nutritin prgram that includes: Educatin and utreach t supprt a healthy lifestyle Nutritinal infrmatin and educatin On-site fitness classes in CMHA s wellness center Minimum f 6 classes per week Can be delivered by primary cntractr r sub-cntracted entities Special prgramming and cntests t encurage participatin and reward achievement, including but nt limited t: Weight lss Persnal fitness Lifestyle changes Minimum f 4 times annually Regular cmmunicatin with CMHA staff t prmte participatin and supprt f the prgram. Additinally, the successful respndent will participate in identifying and selecting additinal fferings and/r vendrs t supprt CMHA s wellness prgram gals. The successful respndent will wrk cllabratively and in cperatin with any Health Care Brker retained by the HA. See Attachment A fr a schedule f deliverables 1

3 Prgram Mnitring and Data Management The Prpsers shall cllect and analyze emplyees feedback n the existing training prgram, prpse and establish a full range f trainings and classes ffered n an n-ging basis t accmplish the prgram s gals. The Prpser shall meet with the designated CMHA Executive Wellness Cmmittee bimnthly t reprt n agreed upn metrics f success and planned prgrams and activities. Metrics f success will be determined in cnsultatin with the successful prpser but will include measurable data including, but nt limited t: Weight lss Activity level Participatin in fitness classes Participatin in educatin classes General Requirements All training services under this RFP shall be delivered by Certified Persnal Fitness Trainers. The Prpser shall have, at a minimum, ten (10) years f persnal training and prgram design experience. Prpser accepts any and all risk assciated with failure t fully understand the Statement f Wrk/Specificatins as it reads in this RFP. Prpser shall practice acceptable safety precautins s as nt t Cause harm t any persns r prperty while perfrming services under this RFP r any resulting cntract. Prpser shall fllw industry safety standards, and use nly industry apprved equipment in accrdance with the manufacturer s specificatin in the perfrmance f all duties. Prpser shall pay all f its emplyees, including any and all apprved Subcntractrs, at least the legal minimum wages as determined by the United States Department f Labr and the United States Department f Husing and Urban Develpment f Labr Prevailing Wages, r Davis Bacn Wages (if applicable). Prpser s persnnel shall be neat and cnduct all wrk in a prfessinal and efficient manner. If any emplyee f prpser is deemed unacceptable by the HA, Prpser shall immediately replace such persnnel with an acceptable substitute t the HA. The HA desn t nt guarantee any minimum r maximum f wrk assciated with this cntract fr service. 3. Fee Structure: The successful Prpser shall be paid accrding t the established fee fr service. The fee structure shuld be cmpleted in the fllwing frmat: Rate t prvide services as nted in this RFP $ /mnthly 4. Cntract Perid The CMHA anticipates that it will initially award a firm-fixed cntract fr ne (1) year. 2

4 5. Respnse and Evaluatin Requirements Respnse f Essential Dcuments: The respnse t the RFP shall include the fllwing dcuments, submitted in the rder listed belw: Cver Letter stating the RFP #, date and cmpany cntact infrmatin. Prfile f Firm (Attachment B) Prpser s Certificatin (Attachment C) Cmpeted HUD Frms: 5369-A and 5369-C. Firm s services and qualificatins as nted in the Statement f Wrk Name f lead persn and/r team crdinatr Fee prpsal Sectin 3 Participatin (If applicable; Attachment D) 6. Evaluatin Criteria: Prpsed Csts Firm s Qualificatins Prgram Management Plan TOTAL 15 pints 50 pints 35 pints 100 pints SECTION 3 BUSINESS PREFERENCE PARTICIPATION A firm may qualify fr Sectin 3 status as detailed within Attachment C (NOTE: A max f 8 pints awarded). Submissins will be evaluated n the criteria stated abve. After evaluatin f the respnses, the Cntract will be awarded t the prpser/s representing the Best Value t CMHA. 7. Schedule and Required Infrmatin Pre-prpsal cnference June 2, 2pm RFP submissin date June 12, 11:00 a.m. The Pre-prpsal cnference will be held at Clumbus Metrplitan Husing Authrity lcated at 880 E. 11 th Avenue, Clumbus, Ohi, n Tuesday, June 2, 2:00pm. A site visit f the facility will directly fllw this meeting. Althugh nt mandatry, all prpsers are strngly encuraged t attend. At CMHA s ptin, interviews may be cnducted with the shrt listed prpsers at CMHA s central ffice facility. CMHA will ntify each shrt listed prpser f the date and time f their interview. 8. Reservatin f Rights CMHA reserves the right t reject any r all prpsals and t waive any infrmality in the RFP prcess, r t terminate the RFP prcess at any time, if needed by the HA t be in its best interests. The HA reserves the right nt t award a cntract pursuant t this RFP. The HA reserves the right t retain all prpsals submitted and nt permit withdrawal fr a perid f 60 days subsequent t the deadline fr receiving prpsals withut the written cnsent f the HA Cntracting Officer. The HA reserves the right t reject and nt cnsider any prpsal that des nt meet the 3

5 requirements f this RFP. The HA reserves the right t slicit fr any service where the ICE exceeds $2, and award said service t cmpanies whse prpsal/bid is lwest and best. At the discretin f the HA, the HA reserves the right t request ptinal services frm the awardee r anther vendr The HA shall reserve the right t at any time during the RFP r cntract prcess t prhibit any further participatin by a prpser r reject any prpsal submitted that des nt cnfrm t any f the requirements detailed herein. By accessing the hard cpy RFP and/r dwnlading this dcument via ur website, each prspective prpser is thereby agreeing t abide by all terms and cnditins listed within this dcument, and further agrees that he/she will infrm the CO in writing within 5 days f the discvery f any item listed herein r f any item that is issued thereafter by the HA that he/she feels needs t be addressed. Failure t abide by this time frame shall relieve the HA, but nt the prspective prpser, f any respnsibility pertaining t such issue. The HA shall reserve the right t at any time during the RFP r cntract prcess t prhibit any further participatin by a prpser r reject any prpsal submitted that des nt cnfrm t any f the requirements detailed herein. By accessing the nahr.ecnmicengine.cm Internet System (hereinafter, the nted Internet System r the System ) and by dwnlading this dcument, each prspective prpser is thereby agreeing t abide by all terms and cnditins listed within this dcument and within the nted Internet System, and further agrees that he/she will infrm the CO in writing within 5 days f the discvery f any item listed herein r f any item that is issued thereafter by the HA that he/she feels needs t be addressed. Failure t abide by this time frame shall relieve the HA, but nt the prspective prpser, f any respnsibility pertaining t such issue. 9. Additinal Cnsideratins Required Permits and Licenses: Unless therwise stated in the RFP dcuments, all Federal, State r lcal permits and licenses which may be required t prvide the services ensuing frm any award f this RFP, whether r nt they are knwn t either the HA r the prpsers at the time f the prpsal submittal deadline r the award, shall be the sle respnsibility f the successful Prpser and all ffers submitted by the Prpser shall reflect all csts required by the successful Prpser t prcure and prvide such necessary permits r licenses. Taxes: All persns ding business with the HA are hereby made aware that the HA is exempt frm paying Ohi State Sales and Use Taxes and Federal Exercise Taxes. A letter f Tax Exemptin will be prvided upn request. Official, Agent and Emplyees f CMHA Nt Persnally Liable: It is agreed by and between the parties heret that in n event shall any fficial, fficer, emplyee, r agent f the HA in any way be persnally liable r respnsible fr any cvenant r agreement herein cntained whether expressed r implied, nr fr any statement, representatin r warranty made herein r in any cnnectin with this agreement. 10. Insurance Licensing and Insurance Requirements: Prir t award (but nt as a part f the prpsal submissin) the successful prpser will be required t prvide: An riginal certificate evidencing the prpser s current industrial (wrker s cmpensatin) insurance carrier and cverage amunt; The Clumbus Metrplitan Husing Authrity Page 4

6 11. Terminatin An riginal certificate evidencing General Liability cverage, naming the HA as an additinal insured, tgether with the apprpriate endrsement t said plicy reflecting the additin f the HA as an additinal insured under said plicy (minimum f $1,000,000 each ccurrence, general aggregate minimum limit f $1,000,000, tgether with damage t premises and fire damage f $50,000 and medical expenses any ne persn f $5,000); An riginal certificate shwing the prpser's prfessinal liability and/r "errrs and missins" cverage (minimum f $1,000,000 each ccurrence, general aggregate minimum limit f $1,000,000); An riginal certificate shwing the prpser's autmbile insurance cverage in a cmbined single limit f $1,000,000. Fr every vehicle utilized during the term f this prgram, when nt wned by the entity, each vehicle must have evidence f autmbile insurance cverage with limits f n less than $50,000/$100,000 and medical pay f $5,000; If applicable, a cpy f the prpser's license issued by the State f Ohi licensing authrity allwing the prpser t prvide the services detailed herein. The requested related infrmatin shall als be entered where prvided fr n the Prfile f Firm Frm. Any cntract resulting frm this RFP may be terminated under the fllwing cnditins: By mutual cnsent f bth parties, r: Terminatin fr Cause: The HA may terminate any and all cntract fr default at any time in whle r in part, if the cntractr fails t perfrm any f the prvisins f the cntract, s fails t pursue the wrk as t endanger perfrmance in accrdance with the terms f the RFP r any resulting cntracts, and after receipt f written ntice frm the HA, fails t crrect such failures within seven (7) days r such ther perid as the HA may authrize. The HA may terminate any cntract resulting frm this RFP in whle r in part, if funding is reduced, r is nt btained and cntinued at levels sufficient t allw fr the expenditure. Terminatin fr Cnvenience: In the sle discretin f the HA, the HA may terminate any and all cntacts resulting frm this RFP in whle r part upn thirty (30) days prir ntice t the Cntractr when it is determined t be in the best interest f the HA. The rights and remedies f the CMHA prvided under this sectin are nt exclusive and are in additin t any ther rights and remedies prvided by law r under any cntract. 12. RFP Submissin Infrmatin RFP dcuments must be submitted electrnically t the fllwing addresses: Required financial infrmatin and Prpsal Sheet shall be directed t feeprpsal@cmhanet.cm nting the RFP number, name and cmpany infrmatin. Required technical respnse shall be directed t technicalrespnse@cmhanet.cm nting the The Clumbus Metrplitan Husing Authrity Page 5

7 RFP number, name and cmpany infrmatin. All questins, cmments and cncerns shuld be addressed t: Stephanie Nrthrp, Purchasing Manager Telephne: / Fax The Clumbus Metrplitan Husing Authrity Page 6

8 Attachment A Schedule f Deliverables Kick ff meeting with CMHA Executive Team Within 30 days f award Review prpsal and plans fr the prgram Establish meeting schedule fr the duratin f the services Establish measurable gals and mnitring system Attend regular meetings Onging Review prgram data Discuss recmmendatins fr prgram imprvement Deliver fitness classes Deliver infrmatinal sessins Schedule, deliver and participate in special prgrams/challenges Onging Onging As agreed and scheduled The Clumbus Metrplitan Husing Authrity Page 7

9 FORM OF PROPOSAL (Attachment B) Instructins: Unless therwise specifically required, the items listed belw must be cmpleted and included in the prpsal submittal. Please cmplete this frm by marking an X, where prvided, t verify that the referenced cmpleted frm r infrmatin has been included within the technical respnse prpsal submittal submitted by the prpser. Als, cmplete the Sectin 3 Statement and the Prpser s Statement as nted belw: SUBMITTAL ITEMS Frm f Prpsal (Attachment B) Frm HUD-5369-C (lcated n CMHA website) Frm HUD-5369-A (lcated n CMHA website) Prfile f Firm Frm (Attachment C) Prpser s Certificatin (Attachment D) Prpsed Services Prpsal Fee Sheet Equal Emplyment Opprtunity Statement Subcntractr/Jint Venture Infrmatin (Optinal) Sectin 3 Participatin Dcumentatin (Attachment E) Other Infrmatin (Optinal) SECTION 3 STATEMENT Are yu claiming a Sectin 3 business preference? YES r NO. PROPOSER S STATEMENT The undersigned prpser hereby states that by cmpleting and submitting this Frm and all ther dcuments within this prpsal submittal, he/she is verifying that all infrmatin prvided herein is, t the best f his/her knwledge, true and accurate, and that if the HA discvers that any infrmatin entered herein t be false, such shall entitle the HA t nt cnsider r make award r t cancel any award with the undersigned party. Further, by cmpleting and submitting the prpsal submittal, and by dwnlading the RFP dcument(s) frm the HA website, the undersigned prpser is thereby agreeing t abide by all terms and cnditins pertaining t this RFP as issued by the HA. Pursuant t all RFP Dcuments, this Frm f Prpsal, and all attachments, and pursuant t all cmpleted Dcuments submitted, including these frms and all attachments, the undersigned prpses t supply the HA with the services described herein fr the fee(s) entered within the areas prvided n the Fee Prpsal pertaining t this RFP. Signature Date Printed Name Cmpany The Clumbus Metrplitan Husing Authrity Page 8

10 RFP : PROFILE OF FIRM FORM (Attachment C) (1) Prime Jint Venture/ Partner Sub-cntractr (This frm must be cmpleted by and fr each). (2) Name f Firm: Telephne: Fax: (3) Street Address, City, State, Zip: (4) Please attached a brief bigraphy/resume f the cmpany, including the fllwing infrmatin: (a) Year Firm Established; (b) Year Firm Established in (Jurisdictin); (c) Frmer Name and Year Established (if applicable); (d) Name f Parent Cmpany and Date Acquired (if applicable). (5) Identify Principals/Partners in Firm (Prvide resumes fr each under Tab N. 3): NAME TITLE % OF OWNERSHIP (6) Identify the individual(s) that will act as prject manager and any ther supervisry persnnel that will wrk n prject; please submit under Tab N. 3 a brief resume fr each. (D nt duplicate any resumes required abve): NAME TITLE (7) Identify the rate in which emplyees are paid: POSITION WITHIN ORGANIZATION MANNER OF PAY (HOURLY/COMMISSION, OTHER) (8) Prpser Diversity Statement: Yu must circle all f the fllwing that apply t the wnership f this firm and enter where prvided the crrect percentage (%) f wnership f each: Caucasian Public-Held Gvernment Nn-Prfit American (Male) Crpratin Agency Organizatin % % % % The Clumbus Metrplitan Husing Authrity Page 9

11 Resident- (RBE), Minrity- (MBE), r Wman-Owned (WBE) Business Enterprise (Qualifies by virtue f 51% r mre wnership and active management by ne r mre f the fllwing: Resident- African **Native Hispanic Asian/Pacific Hasidic Asian/Indian Owned* American American American American Jew American % % % % % % % Wman-Owned Wman-Owned Disabled Other (Specify): (MBE) (Caucasian) Veteran % % % % WMBE Certificatin Number: Certified by (Agency): (9) Federal Tax ID N.: (10) Clumbus, Ohi Business License N.: (11) State f License Type and N.: (12)Wrker s Cmpensatin Insurance Carrier: Plicy N.: Expiratin Date: (13) General Liability Insurance Carrier: Plicy N. Expiratin Date: (14) Prfessinal Liability Insurance Carrier: Plicy N. Expiratin Date: (15) Debarred Statement: Has this firm, r any principal(s) ever been debarred frm prviding any services by the Federal Gvernment, any state gvernment, the State f, r any lcal gvernment agency within r withut the State f? Yes N If "Yes," please attach a full detailed explanatin, including dates, circumstances and current status. (16) Disclsure Statement: Des this firm r any principals theref have any current, past persnal r prfessinal relatinship with any Cmmissiner r Officer f the HA? Yes N If "Yes," please attach a full detailed explanatin, including dates, circumstances and current status. (17) Nn-Cllusive Affidavit: The undersigned party submitting this prpsal hereby certifies that such prpsal is genuine and nt cllusive and that said prpser entity has nt clluded, cnspired, cnnived r agreed, directly r indirectly, with any prpser r persn, t put in a sham prpsal r t refrain frm prpsing, and has nt in any manner, directly r indirectly sught by agreement r cllusin, r cmmunicatin r cnference, with any persn, t fix the prpsal price f affiant r f any ther prpser, t fix verhead, prfit r cst element f said prpsal price, r that f any ther prpser r t secure any advantage against the HA r any persn interested in the prpsed cntract; and that all statements in said prpsal are true. (18) Verificatin Statement: The undersigned prpser hereby states that by cmpleting and submitting this frm he/she is verifying that all infrmatin prvided herein is, t the best f his/her knwledge, true and accurate, and agrees that if the HA discvers that any infrmatin entered herein is false, that shall entitle the HA t nt cnsider nr make award r t cancel any award with the undersigned party. Signature Date Printed Name Cmpany Addres The Clumbus Metrplitan Husing Authrity Page 10

12 Attachment D: Prpser s Certificatin By signing belw, Prpser certifies that the fllwing statements are true and crrect: 1. He/she has fully authrity t bind Prpser and that n member f Prpser s rganizatin is disbarred, suspended r therwise prhibited frm cntracting with any federal, state r lcal agency, and the individual r business entity named in this prpsal is eligible t receive the specified payment and acknwledges that this Cntract may be terminated and payment may be withheld if this certificatin is inaccurate. 2. Prpser prpses t furnish and deliver all items, fr which prpsals were prvided herein, as specified in the prpsal, in accrdance with the terms, cnditins, and specificatins embdied herein, all f which terms, cnditins, and specificatins are hereby accepted and made a part f this prpsal, all materials and supplies, which are described n the prpsal wrksheets herein and ppsite f which prices have been entered, at the price r prices quted, subject t valid price reductins as hereafter defined, as rdered fr delivery, by CMHA. 3. Prpser agrees that this prpsal shall remain pen and valid fr at least a perid f sixty (60) days frm the date f the prpsal pening, r as may be specified herein, and that this prpsal shall cnstitute an ffer, which, if accepted by CMHA and subject t the terms and cnditins f such acceptance, shall result in a cntract between CMHA and the undersigned Prpser. 4. He/she has nt given, ffered t give, nr intends t give at any time hereafter any ecnmic pprtunity, future emplyment, gift, lan, gratuity, special discunt, trip, favr, r service t a public servant in cnnectin with this prpsal. 5. Prpser, (the firm, crpratin, partnership, r institutin represented by the Prpser), r anyne acting fr such firm, crpratin r institutin has nt vilated the antitrust laws f the State f Ohi r the Federal Antitrust laws, nr cmmunicated directly r indirectly this prpsal t any cmpetitr r any ther persn engaged in such line f business. 6. Prpser has nt received cmpensatin fr participatin in the preparatin f the specificatins fr this slicitatin. SIGNED: Date PRINT NAME: PRINT COMPANY NAME: COMPANY PHONE: FAX: ADDRESS: The Clumbus Metrplitan Husing Authrity Page 11

13 (Attachment E) SECTION 3 PARTICIPATION CERTIFICATION FOR BUSINESS CONCERNS SEEKING SECTION 3 BUSINESS PREFERENCE IN CONTRACTING AND DEMONSTRATION OF CAPABILITY NAME OF BUSINESS: ADDRESS OF BUSINESS: TYPE OF BUSINESS: Crpratin Partnership Sle Prprietrship Jint Venture Attached is the fllwing dcumentatin as evidence f status: Fr business claiming status as a Sectin 3 resident-wned Enterprise: Cpy f resident lease Other evidence Cpy f evidence f participatin in a public assistance prgram Fr the business entity as applicable: Cpy f Articles f Incrpratin Assumed Business Name Certificate List f wners/stckhlder and % f each Latest Bard minutes appinting fficers Certificate f Gd Standing Partnership Agreement Crpratin Annual Reprt Additinal dcumentatin Organizatin chart with names and titles and brief functinal statement Fr business claiming Sectin 3 status by subcntracting 25% f the dllar awarded t qualified Sectin 3 business: List f subcntracted Sectin 3 business and subcntract amunt Fr business claiming Sectin 3 status, claiming at least 30% f their wrkfrce are currently Sectin 3 residents r were Sectin 3 eligible residents within 3 years f date f first emplyment with the business: List f all current full time emplyees PHA Residential lease (less than 3 years frm date f emplyment) List f all emplyees claiming Sectin 3 status Other evidence f Sectin 3 status (less than3 years frm date f emplyment) Evidence f ability t perfrm successfully under the terms and cnditins f the prpsed cntract: Current financial statement Statement f ability t cmply List f wned equipment List f all cntracts fr the past 2 years with public plicy Crprate Seal Authrizing Name and Signature Ntary My term expires: Title Signature Date Printed Nam The Clumbus Metrplitan Husing Authrity Page 12

14 PREFERENCE FOR SECTION 3 BUSINESS CONCERNS IN CONTRACTING OPPORTUNITIES (Attachment E) The HA has established the fllwing pririty fr preference when prviding cntracting pprtunities t Sectin 3 Businesses: Pririty I Pririty II Pririty III Pririty IV Pririty V Pririty VI Pririty VII Categry 1a Business Business cncerns that are 51 percent r mre wned by residents f the husing develpment r develpments fr which the Sectin 3-cvered assistance is expended. Categry 1b Business Business cncerns whse wrkfrce includes 30 percent f residents f the husing develpment fr which the Sectin 3-cvered assistance is expended, r within three (3) years f the date f first emplyment with the business cncern, were residents f the Sectin 3-cvered husing develpment. Categry 2a Business Business cncerns that are 51 percent r mre wned by residents f any ther husing develpment r develpments. Categry 2b Business Business cncerns whse wrkfrce includes 30 percent f residents f any ther public husing develpment r develpments, r within three (3) years f the date f first emplyment with the business cncern, were Sectin 3 residents f any ther public husing develpment. Categry 3 Business Business cncerns participating in HUD Yuth-build prgrams being carried ut in the metrplitan area in which the Sectin 3-cvered assistance is expended. Categry 4a Business Business cncerns that are 51 percent r mre wned by Sectin 3 residents in the metrplitan area, r whse permanent, full-time wrkfrce includes n less than 30 percent f Sectin 3 residents in the metrplitan area, r within three (3) years f the date f emplyment with the business cncern, were Sectin 3 residents in the metrplitan area. Categry 4b Business Business cncerns that subcntract in excess f 25 percent f the ttal amunt f subcntracts t Sectin 3 business cncerns.

15 Legal Ntice: RFP Prfessinal Crprate Wellness Partner The Clumbus Metrplitan Husing Authrity is seeking Request Fr Prpsals (RFP) fr the prcurement f Prfessinal Crprate Wellness Partner until 11:00 AM, Friday, June 12, A pre-prpsal cnference is scheduled fr 2:00pm n Tuesday, June 2, 2105 at ur crprate ffice. Specificatins may be btained by visiting ur website, r by cntacting the Purchasing Department f the Clumbus Metrplitan Husing Authrity at 880 E. 11th Ave, Clumbus, Ohi r by calling , 8:00 AM 4:00 PM, Mnday Friday.