Exhibit3_Technical Volume_Firm Name_RFP_00020842TTR_UMD Family Care Services.docx

(EXHIBIT 3)

Contractor Functional Qualifications and Data Matrix Qualifications and date requested are identified by a code designating their level of importance. Responses must be submitted via the matrix with additional pages (as needed) numbered in a manner that corresponds to the matrix.

Priority Codes are as follows:

M=Mandatory D=Desired I=Information request only /C=contractor must confirm agreement/compliance to this requirement /E=contractor must explain how their solution meets this requirement

Response Codes:

F = Your services fully comply with the stated requirement, is fully operational and ready for Acceptance Testing.

P = Your services partially comply with the stated requirement. Please provide a detailed explanation.

N = Your services do not comply with the stated requirement.

Mandatory Requirements

The following items are MANDATORY requirements. All Offerors are required to provide agreement to Mandatory Project Specifications for each requirement listed below in their Technical Proposal. The Offeror must meet all of the following Mandatory Requirements to be considered for evaluation under this RFP.

Respondent Comments:

Respondent Comments:

M/C

Respondent Comments:

Respondent Comments:

E

Child Care Support & Regular Child Care: 1:1 support for child care navigation and access to discounted daycare for regular child care. (Notes: Help finding care based on child age, location, and individual needs (which may include special needs) and participating provider list with discount $ or % offered).

M/C

Respondent Comments:

Respondent Comments:

Respondent Comments:

Respondent Comments:

Respondent Comments:

J

Client References: Provide at least three references from current or past client. (Notes: large, multi‑location institutions or higher education settings. Include the client name, address, point of contact name, title, email address, telephone number and a brief summary of services delivered).

M/I

Respondent Comments:

K.1 The estimated percentage of contract dollars to be recycled into Maryland’s economy in support of the contract, through the use of Maryland subcontractors, suppliers and joint ventures partners. Be as specific as possible. Provide a breakdown of expenditures in this category.

K.2 The number and types of jobs for Maryland residents resulting from the contract indicate job classifications, number of employees in each classification and the aggregate payroll to which the contractor has committed at both prime and, if applicable, subcontract levels.

K.3 Tax revenues to be generated for Maryland and its political subdivisions as a result of the contract. Indicate tax category (sales taxes, payroll taxes, inventory taxes and estimated personal income taxes for new employees). Provide a forecast of the total tax revenues resulting from the contract.

K.4 Estimated percentage of subcontract/Supplier dollars committed to “local” Maryland businesses. For purposes of this proposal, a “local” Maryland business is a business with its primary base of operations located in the same county as the job site for this project, or a Maryland business located within twenty-five (25) miles of the job site.

K.5 Other benefits to the Maryland economy that the offeror promises will result from awarding the contract to the offeror. Describe the benefit, its value to the Maryland economy (in terms of percentages), and how it will result from the contract award.

M/E

Respondent Comments:

Desired Qualifications

A response for the following items is requested for all qualifying proposals. Responses will be scored based on completeness and demonstrated ability to address the identified need.

1.1 Organizational Background: Provide information about your company’s history, ownership structure, and care experience relevant to Family Care.

1.2 Overview of Proposal: Provide a summary that highlights your understanding of UMD’s Family Care Services needs and the key features of the proposed solution. Include a statement confirming compliance with all RFP requirements

1.3 Organizational Strengths: Highlight your company’s qualifications, experience, and strengths that make you uniquely suited to partner with UMD. Include examples of past success in delivering Family Care Services, particularly within higher education or similar large‑scale, multi‑location organizations.

1.4 Compliance and Legal Requirements: Confirm compliance with Maryland law, HIPAA, and any relevant legal requirements. Include a statement of commitment to maintaining the confidentiality and privacy of employee and family care recipient information.

D/I

D/E

D/C

Respondent Comments:

2.1 Program Design: Describe the proposed Family Care Services program, including core services (i.e. caregiver planning and support, respite care, counseling, care coordination, legal/financial consultation, wellness and work-life resources) and any additional or innovative services offered.

2.2 Service Delivery Model: Explain how services will be delivered (i.e. telephonic outreach, virtual sessions, in-person, digital platforms, home visits). Detail access for employees and family members both domestically and internationally, including any technological or logistical considerations.

2.3 Customization and Flexibility: Demonstrate how the program can be tailored to meet the unique needs of UMD’s workforce and their families. Include examples of customizable features, adaptations for family members requiring care from a distance, and approaches for specialized family care needs.

D/E

Respondent Comments:

3.1 Project Timeline: Provide a detailed timeline outlining key phases (from contract award through full program launch) and include project implementation plan, responsibilities matrix and timeline for data migration, training, ongoing utilization reports, deliverables, etc.

3.2 Transition Strategy: If transitioning from a current provider, describe strategies to ensure continuity of care and seamless integration into UMD’s existing systems, including transfer of data, stakeholder coordination, and staff training.

D/E

Respondent Comments:

4.1 Account Management Team: Provide an organizational chart and identify the key personnel responsible for managing and supporting the UMD account, including roles, qualifications, relevant experience, and brief bios or resumes.

4.2 Client Support: Describe support mechanisms available to UMD, including communication protocols, availability of account representatives, processes for managing concerns, vetting communications/marketing materials, and escalation procedures.

D/E

Respondent Comments:

5.1 Quality Control Procedures: Outline systems and procedures to ensure high‑quality Family Care Services, including satisfaction surveys, program reviews, and continuous improvement practices.

5.2 Reporting Capabilities: Identify the types of reports to be delivered to UMD, including utilization data, outcomes, satisfaction scores, frequency, formats, and sample templates.

5.3 Performance Metrics: Define KPIs used to measure the effectiveness of the Family Care Program, referencing past outcomes from similar clients where available.

D/E

Respondent Comments:

6.1 Innovative Solutions: Highlight any cutting‑edge services, tools, or approaches that differentiate your organization (i.e. caregiver mobile apps, virtual support groups, predictive analytics).

6.2 Additional Benefits: Describe value‑added services beyond core delivery such as wellness programs, educational resources, workshops, support networks, or unique family benefit services.

D/E

Respondent Comments:

7.2 Past Performance Documentation: Submit one case study or example of successful Family Care Services implementations, highlighting measurable outcomes and client satisfaction in multi‑location environments.

D/E

Respondent Comments:

8.1 Terms and Conditions: Confirm acceptance of UMD’s terms in accordance with Maryland law and applicable regulations. Disclose any exceptions.

D/C

Respondent Comments:

9.1 Service Level Agreement Compliance: Explain any financial incentives to guarantee service requirements and/or explain how customers are compensated for service failures. Provide any additional information on how service failures are addressed.

D/E

Respondent Comments:

10.1 Concierge Services. Family care concierge to provide live support to assist families in navigating benefits.

10.2 Priority Access. Priority access to daycare centers in high-demand areas.

10.3 In-Home Support. Non-medical services including light housekeeping, meal prep, transportation, housesitting, etc.

10.4 Pet care. Services that include walking, pet sitting, or emergency pet care.

10.5 Education Support. Services to include online and in-person tutoring services, college prep, including essay coaching, and application help.

10.6 Child Enrichment. Before/After school care programs and seasonal camps and summer programs for children.

10.7 Vendor Discounts. Discount vendor marketplace for family-related goods and services.

10.8 Onsite Engagement. Vendor-hosted events and family care fairs at employer locations or virtually.

10.9 Voluntary Company Stipend/Subsidy Program. Option to setup, manage, & report on a possible UMC Stipend/Subsidy Program

D/E

Respondent Comments: