Amendment001_RFP_00020842TTR_UMD Family Care Services_10.17.25.pdf

Addendum form 2.2 Rev. June 7, 2017 Page 1 of 1

Description of Amendment (Continued):

The following changes are made to the solicitation referenced in Block 7A of the previous page.

This Amendment form is a part of the Contract Documents and modifies, deletes, and/or adds to the original solicitation documents as noted below.

AMENDMENT OF SOLICITATION

1. AMENDMENT NUMBER 2. DATE ISSUED 3. No. OF PAGES (INCLUDING THIS ONE)

4. ISSUED BY

UNIVERSITY OF MARYLAND

DEPARTMENT OF PROCUREMENT & BUSINESS SERVICES

2113-R CHESAPEAKE BUILDING

4300 TERRAPIN TRAIL

COLLEGE PARK, MARYLAND 20742-6050

POINT OF CONTACT: Tresa T. Robinson

TELEPHONE NUMBER: 301-405-4231

ELECTRONIC MAIL ADDRESS: trobin14@umd.edu

5. ADMINISTERED BY (If other than Item 4)

6. NAME, ADDRESS AND FEI NUMBER OF CONTRACTOR

TO ALL PROSPECTIVE PROPOSERS

7A. AMENDMENT OF SOLICITATION NUMBER

7B. DATED

8. AMENDMENT OF SOLICITATION

The solicitation identified in 7A above is amended as set forth in Item 9.

The due date and time specified for receipt of offers/bids is extended to or changed to

Contractor must acknowledge receipt of this amendment.

Receipt of all Amendments MUST be acknowledged on the Price Proposal Form.

FAILURE OF CONTRACTOR’S ACKNOWLEDGEMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR RECEIPT OF OFFERS/BIDS PRIOR TO THE DUE DATE AND TIME SPECIFIED MAY RENDER CONTRACTOR’S OFFER UNACCEPTABLE/NON-RESPONSIVE AND SUBJECT TO

REJECTION.

9. DESCRIPTION OF AMENDMENT (Use additional pages if required)

Except as provided herein, all terms and conditions of the document referenced in Item 7A, including previous amendments, if any, shall remain in full force and effect.

10A. NAME AND TITLE OF SIGNER (Type or Print) 11A. NAME OF PROCUREMENT OFFICER (Type or Print)

10B. CONTRACTOR SIGNATURE

(Signature of Person Authorized to Sign)

10C. DATE SIGNED

UMD Family Care Services

RFP_00020842TTR

October 15, 2025

1:15pm

PRE-PROPOSAL CONFERENCE – MEETING MINUTES

MEETING DATE: Wednesday October 15, 2025, at 1:15- 1:45 PM ET

LOCATION:

https://umd.zoom.us/j/9812939142?pwd=YWhtdzJ0ZWtNbVJPczNQUUFIYlBYUT09&omn=97087 896355&jst=2

ATTENDEES: See attached Sign-in Sheet

PUBLISHED: October 9, 2025

A. Introductions and Opening Remarks. The meeting started at 1:16 pm with a review of the meeting agenda and brief introductions of personnel involved with the contract.

B. Procurement – Tresa Robinson opened with welcome and administrative request for attendees to enter name in chat and to type any questions in the chat for answers at the end of the meeting. She reviewed the RFPs schedule, including overall milestone dates.

Procedures and deadlines for submitting questions were covered: All questions must be in writing and submitted to the attention of the Procurement Officer as instructed in the RFP. The Procurement Officer is the only point of contact during the solicitation process.

C. Scope of Work – Mercedes Lindsay, UHR Benefits Services Counselor, provided an overview of the scope of work for theUMD Family Care Services RFP_00020842TTR

D. Proposals – Tresa provided a review of the requirements for submitting the technical and price proposals. All documents and exhibits for the Technical Proposal (Voluime I) should be saved as one .pdf file, labeled appropriately and uploaded to the BOX folder. The price proposal (Volume II) should be saved as a separate file f and uploaded to the Box folder. Make sure you are using the correct link to upload your proposals. The folder is designed to receive uploaded files; no additional login is required. If you are having technical problems, please contact Tresa for assistance before the 10/31/25 3:00pm submission deadline.

E. Technical Evaluation Factors - Tresa reviewed the technical evaluations criteria and indicated that only those proposals technically acceptable would be considered for the

Chesapeake Building Room 2113-R 4300 Terrapin Trail College Park, Maryland 20742-3111

DEPARTMENT OF PROCUREMENT AND BUSINESS SERVICES

financial evaluations. There would be an update to the weights of the criteria issued as a solicitation amendment. Offerers were reminded to make sure to address all technical proposal requirements paying attention to details, organization, and completeness.

F. Participants were reminded to review insurance requirements, and to be mindful of submission guidelines, and to refrain from contacting any members of the TEC committee.

Note: The items mentioned above, which are not all-inclusive of the RFP, provide a brief summary of the project, and proposal submittal procedures. Prospective proposers should review the RFP in its entirety and submit questions, in writing, in areas where clarification is needed.

SEE ATTACHED POWERPOINT PRESENTATION FOR MORE DETAILED INFORMATION PERTAINING

TO THE ABOVE ITEMS.

END OF MEETING MINUTES

Attachments:

Sign-In Sheet

Sign-In Sheet

Tresa Robinson to Everyone 1:12 PM Tresa Robinson - UMD Procurement

Maria Gabriela Gutierrez to Everyone 1:15 PM Maria Gutierrez, UMD Procurement

Eric Cutler (TOOTRiS) to Everyone 1:18 PM Eric Cutler, TOOTRiS

Lauren Perrotta to Everyone 1:18 PM Lauren Perrotta, Vivvi

Charlie Crouse to Everyone 1:18 PM Care.com Charlie Crouse

Mike Willett to Everyone 1:18 PM Mike Willett. Cleo

Sharlene Felder to Everyone 1:18 PM Sharlene Felder - Bright Horizons

Kwema Ledbetter to Everyone 1:18 PM Kwema J Ledbetter, KTA Advising Group

Robert Helms to Everyone 1:18 PM Robert Helms - Bright Horizons

Kenia Reinoso to Everyone 1:19 PM Kenia Reinoso, owner Kenia’s family child care

Matthew Henry to Everyone 1:21 PM Matthew Henry, TOOTRiS

Tikeetha Thomas McLeod to Everyone 1:43 PM Tikeetha Thomas McLeod - UHR Benefits

Mercedes Lindsay to Everyone 1:43 PM Mercedes Lindsay, UMD Benefits Counselor

PRE PROPOSAL

CONFERENCE

RFP_00020842TTR

UMD Family Care Services

1:15pm

Agenda

● Welcome & Introductions

● Solicitation Schedule

● Solicitation Questions

● Scope of Work

● Proposals & Evaluations

● Reminders

● Questions

Welcome & Introductions Department of Procurement & Business Services:

• Tresa Robinson, Category Manager and Procurement Officer

• Maria Guitierrez, Procurement Manager

University Human Resources

• Mercedes Lindsay, Benefits Services Counselor

• Tikeetha Thomas McLeod, Assistant Director - Benefits

Solicitation Schedule Pre Proposal Conference: October 15, 2025 Deadline for Written Questions: October 23, 2025 at 3:00 PM

EST

Proposal Due Date: October 31, 2025 at 3:00 PM EST Finalist Presentations: November 11-13, 2025 (Time TBD)

Solicitation Questions Submit in Writing to:

• Tresa Robinson – trobin14@ umd.edu

• The mail subject line must be as follows:

“ QUESTIONS_FIRM NAME_: RFP_00020842TTR_UMD

Family Care Services”

Deadline for additional questions is:

October 23, 2025 at 3:00 PM EST mailto:trobin14@umd.edu

Scope of Work The University seeks a comprehensive care benefits solution to support employees with childcare, elder care, and related services. The selected vendor will provide:

• A vetted network of care providers for children, elders, adult dependents, and pets (in-home, center-based, special needsservices).

• Subsidized backup care options with same-day availability and platform-based booking, billing, and claims processing.

• Personal Provider Network Backup Care option including reimbursement support, claim processing and compliance tracking.

• Expert counseling, vendor-hosted webinars, and bilingual educational resources.

Scope of Work (continued)

• Ongoing provider credentialing and safety monitoring.

• Discounted tuition programs and priority access to regular childcare services.

• One-on-one childcare and eldercare planning with a specialist, including assessments, referrals, and in-home support.

• A secure online platform and mobile app with options for UMD branding, employee and employer dashboards, care scheduling, claim tracking, and analytics.

• Vendors must demonstrate capability in care coordination, technology integration, reporting, and service quality management.

Proposals & Evaluations Two Volume Proposal Volume I - Technical Volume

• Solicitation/Contract Form

• University Proposal and Contract Affidavits

• Contractor Functional Qualifications & Data Matrix and Written proposal

• Uploaded via BOX link (electronic submission only)

• File labeled “ Technical Volume_Firm Name_RFP_ 00020842TTR_

UMD Family Care Services”

Proposals & Evaluations Two Volume Proposal Volume II - Financial Volume

• Pricing Form must be completed that details pricing structure and price breakdown

• Uploaded via BOX link (electronic submission only)

• File labeled “ Financial Volume_Firm Name_RFP_ 00020842TTR_

UMD Family Care Services”

Proposal Evaluations Technical Evaluation Criteria

• Mandatory Requirements

• Desired Requirements

• Past Performance

Reminders Submissions received according to guidance in the solicitation Review the Insurance Requirements Inquiries should be in writing and directed to the

Procurement Officer in the Issuing Office Do not contact any members of the TEC

Thank You and Good Luck!

Pre Proposal Meeting Questions with Answers

Q1. In order for the University to understand delivery capabilities and program sizing, a standard in the industry is to provide a zip code match analysis of your employees home and work locations. Is that information that you can provide?

A. Please see attached spreadsheet file.

Q2. I was wondering if there were family care services in the past or is this the first one?

A. Yes, this service has been offered since the pandemic. The current provider is Care.com.

Q3. How many employees are eligible for the program?

A. Please see attached spreadsheet file.

Q4. How many employees have signed up for the services in the past?

A. There are 960 members enrolled in the services.

Q5. We understand that submissions are made through the drop box, but do we need to register in order to access the addenda that are coming?

A. No, you only need to register in eMMA to receive notification of solicitation updates and reply to solicitations. Anyone can use the Public Solicitations search feature to because it doesn't require

Q6. Where do you find the amendment?

A. All updates and solicitation amendments will be posted to eMMA (e-Maryland Marketplace):

https://emma.maryland.gov/ you to be logged in to use it.

https://emma.maryland.gov/page.aspx/en/usr/login?ReturnUrl=%2fpage.aspx%2fen%2fbuy%2fhomepage&historyBack=1

Updates to Technical Evaluation Criteria weighted scoring (section 3.1.2.4) and Exhibit 3 (Matrix requirement changed from mandatory to desired)