RFCSP-01-2023_-_Employee_Wellness_and_Rewards_Program_-_FINAL.pdf

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Employee Wellness and Rewards Program
Solicitation number
RFCSP-01-2023
Issued by
Rutherford County, Newport City, Tennessee

About this file

The document is a Request for Competitive Sealed Proposals (RFCSP-01-2023) issued by the City of Murfreesboro, Tennessee, seeking proposals for an Employee Wellness and Rewards Program. The City is soliciting proposals from companies to provide a voluntary wellness program for approximately 1,154 full-time employees, retirees, long-term disability enrollees, and their spouses and dependents. The program aims to improve employee health and well-being through engagement, year-round incentives, health outcome integration, and connection with City-wide health initiatives. The contract will cover a three-year period commencing on January 1, 2023, with options to extend for two additional one-year terms. Proposals are due by August 4, 2022, at 2:00 P.M. CST, and will be submitted electronically through the ProcureNow/OpenGov e-procurement portal.

The evaluation will be based on a 100-point system, with points allocated across various criteria including program design, portal capabilities, reporting and outcomes, account management, fitness event integration, wellness screening, embedded rewards, fees, and references. The City seeks a comprehensive wellness program that includes features such as online and mobile engagement, wellness screenings, health risk assessments, coaching, and a rewards-based approach. Proposers must provide detailed information about their organization, qualifications, experience, references, key personnel, data analysis methodologies, communication strategies, and a fee proposal. The City requires an all-inclusive flat fee for the requested services, with the potential for alternative fee proposals. The current contract with Humana Wellness expires on December 31, 2022, and the City is looking to select a dependable and responsive proposer whose proposal is most advantageous to the City.

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City of Murfreesboro

Request for Competitive Sealed Proposals (RFCSP-01-2023) for Employee Wellness and Rewards Program

ISSUE DATE: JULY 19, 2022

RESPONSE DUE DATE: AUGUST 4, 2022

1. Introduction

The City of Murfreesboro is seeking competitive sealed proposals from companies to provide a voluntary wellness program for the City’s approximately 1,154 full-time employees, retirees, and long-term disability enrollees, as well as the spouses and other dependents of these individuals. The goal of the wellness program is to improve the overall health and well-being of City employees through a program model that will engage employee participation, incentivize participants year-round, integrate health outcomes, and connect with City-wide health and fitness initiatives.

2. Competitive Sealed Proposal Process and Schedule The Competitive Sealed Proposal method is appropriate when qualifications and experience are of particular importance and price is one of several factors used to determine the best service provider.

This method requires each participant to submit a proposal based on certain specified elements with knowledge of the factors used to evaluate the proposal and their relative weight. After the sealed proposals have been submitted and reviewed, the City may obtain additional information or clarifications, including additional “last and best” final offers from participants, prior to making its final selection, provided that information from one proposer is not disclosed to another.

The City will select a dependable and responsive proposer whose proposal is determined to be the most advantageous to the City taking into consideration all of the evaluation factors.

2.1 Schedule

The City intends to adhere to the following schedule for the selection process; dates may be adjusted by the City as needed.

No proposals will be accepted after August 4, 2022, at 2:00 P.M. CST.

Activity Target

Date

RFCSP Issued July 19, 2022

Submittal of written questions July 28, 2022

Answers to questions July 28, 2022

Proposals submitted August 4, 2022

Finalists notified TBA

Finalist Presentations TBA

Selection TBA

Negotiation of contract TBA

City Council action TBA

2.2 Evaluation Criteria

Each proposal will be evaluated based on the criteria listed in Section 7. The City is using the Competitive Sealed Proposal method of selection. The City will award the contract to the most responsible, responsive Proposer, whose Proposal meets the specifications of this Request for Competitive Sealed Proposals and whose Proposal is the most advantageous to the City after consideration of all of the requirements and evaluation factors described in Section 7 below. The City will determine whether a Proposer is responsive by evaluating the completeness of the Proposal Submission and the acceptance, without exception or limitation, of the services requested. The City may conduct such investigations as they deem necessary to establish the responsibility, qualifications and abilities of Proposers including but not limited to the coordination of plan design components that emphasize financial incentives and other methods of increasing voluntary participation. The City reserves the right to reject any and all proposals.

The City will contract directly with organizations capable of performing the requirements of this Request for Competitive Sealed Proposals. Proposers must be represented directly. Participation by brokers or commissioned agents will not be allowed during the proposal process or during the term of the proposed contract. Proposals must be exclusive of commissions or fees. Proposers must provide a sample of their standard contract as part of the submitted Proposal.

Proposers must specifically respond to all of the Specifications of this Request for Competitive Sealed Proposals and to all questions.

There are certain requirements Proposers must meet to be qualified to bid, contained in Section 6. The factors that will be used to evaluate proposals are also described in Section 6. The points allotted to each service are listed in Section 7. There are 100 total points possible. Partial points may be awarded based upon the strengths and abilities of the Proposer to provide some portion of the desired services.

2.3 Finalist Selection

The City may choose to select two or more Proposers from the RFCSP responses to further evaluate as finalists through on-site presentations. Finalists will then be allowed to submit revisions to their proposal. Depending on such additional submittals, the City may, but is not required to, allow proposers to revise their proposal in order that the City may obtain the best final offer, all in accordance with TCA § 12-3-1207 and the City’s procurement code. Additional investigation may be performed to assist in selecting the finalist.

The finalist will be selected based on all evaluation criteria so that the City obtains the best employee wellness and rewards program for an appropriate fee.

3. Submittal Instructions/Contact Information The City is accepting only electronic bid submissions. Bidders must create a free account with ProcureNow/OpenGov by signing up at https://secure.procurenow.com/signup.

Any inquiries, questions, or requests for explanation in regard to the City requirements must be received no later than July 28, 2022, by 2:00 p.m. CST via ProcureNow/OpenGov. No oral interpretation or clarifications will be given as to the meaning of any part of the Request for Competitive Sealed Proposal documents. Prospective proposers desiring further information or interpretations must make requests in writing through the Question/Answer Tab via the City's e-Procurement portal, ProcureNow/OpenGov, on or before July 28, 2022, by 2:00 p.m. CST. Please include the section title for each question, if applicable, in order to ensure that questions asked are responded to correctly. All questions submitted and answers provided shall be electronically distributed to bidders on record as following this solicitation on the City's e-procurement portal. Answers to all inquiries or requests involving substantive matters will be provided in addendum form. Any addenda shall be posted on ProcureNow/OpenGov. Addenda notifications will be emailed to all persons on record as following this RFCSP. Failure of any proposer to receive any such addenda or interpretation shall not relieve such proposer from any obligation under their proposal as submitted. All addenda so issued shall become part of the contract documents. Any questions regarding any of the terms contained in this Request for Competitive Sealed Proposals should be directed to:

Cathy Smith, Purchasing Director 111 West Vine Street, Murfreesboro, TN

629-201-6311 purchasing@murfreesborotn.gov

No other persons other than Cathy Smith should be contacted in regard to this Request for Competitive Sealed Proposals.

4. Background Murfreesboro is a municipality that currently employs approximately 1,154 full-time employees, in addition to retirees, long-term disabled enrollees, as well as the spouses and other dependents of these individuals. The City departments include: Police, Fire Rescue, Water Resources, Solid Waste, Street, Parks and Recreation, Engineering, Planning, Police, Purchasing, Building and Codes, Transportation, Community Development, Airport, Judicial, Golf, Senior Citizens, Fleet Services, Communications, Legal, Employee Services, Information Technology, Finance, and Administration.

mailto:purchasing@murfreesborotn.gov

5. Overview The Employee Wellness and Rewards Program contract will cover a three-year period and will commence on January 1, 2023 (the “Initial Term”), with an option to extend for up to two additional one year periods (each a “Renewal Term”) on the same terms, conditions and provisions as contained in the Initial Term.

Services sought include a program model that will engage employee participation, incentivize participants year-round, integrate health outcomes, and connect with City-wide health and fitness initiatives for the City’s employees and retirees, long-term disabled enrollees, as well as the spouses and other dependents of these individuals.

The City’s contract with its current Employee Wellness and Rewards Program, Humana Wellness, expires on December 31, 2022.

6. Requirements to Bid

6.1 Established Qualified Firm

Provide details of company organization and support staff, including information regarding the selection, training, and certifications of staff. Also include liability insurance, licensure information, and information regarding accreditation.

6.2 Participate Privacy Safeguards

Provide a detailed description of how participant data is protected. Describe the level at which participant information is shared with the employer, and whether that information is provided in aggregate or individual form. Provide a description of how your program complies with federal and state privacy laws. Please describe measures taken to ensure your program is HIPAA and ACA-compliant.

6.3 ACA Compliant Wellness Program

Please describe how your program complies with ACA wellness program requirements. Indicate how your program manages reasonable alternatives. Provide sample employee communications that include reasonable alternative language, appeals process, etc.

7. Factors to be Evaluated (using the point system described below)

7.1 Description of Wellness and Rewards Program Design (5 Points Possible)

• Describe the components and features of your proposed wellness and rewards program including emphasis on any unique aspects of government or public sector programs. Include embedded tools, resources and educational information.

• How does your program define and evaluate participation and engagement? Describe ways to engage (online, mobile, onsite, wearable devices, etc.) and reach all participants, whether employees, spouses, families, retirees, etc.

• What activities are integrated into your program to promote year-round participation? Are activities verified or self-reported?

• Describe how you motivate participants in all risk levels, from low-risk to high-risk, including integration of individual and/or group goals and challenges. Describe the methods used to identify and improve chronic conditions and potentially high-cost health conditions.

• Describe your coaching model.

• Include any recent or upcoming program innovations.

7.2 Description of Portal Capabilities (10 Points Possible)

• Describe the features of your web-based services, including your wellness and rewards portal.

• Explain how your technology platform is able to support a multi-site government employer with employees across diverse job classifications (ex. Police, Fire, Parks & Recreation, maintenance, office staff). Provide any examples or demo links, to include desktop, tablet and mobile access capabilities.

• Describe your dashboard and ease of access to: enroll, see program requirements, integrate fitness devices, find or create personal goals, track incentive status/completion, etc.

• Is your portal customizable? Can City-wide communications be sent via your portal directly to employees? Are your clients able to self-administer any communications?

• Describe any email or texting capabilities available via your platform.

• List any wearable fitness devices that are compatible with your program.

7.3 Description of Reporting, Outcomes, and Data Integration (20 Points Possible)

• Describe how your program measures and reports health improvement and outcomes.

• Describe available individual and aggregate reporting; please include examples. Indicate regularity and availability of reporting at the aggregate and individual level.

• Describe how your program stratifies or identifies levels of health (ex. a proprietary points-value system, “medals” leveling, risk standards tied to biometrics markers, etc.).

• Indicate how participants see historical biometric results and/or progress. Is your platform able to intake historical data? Do your aggregate reports include cohort data and show biometrics progress over time?

7.4 Explanation of Account Management, Culture, and Communications Support (5 Points Possible)

• Describe your program account management support. Do you provide a dedicated account manager? Will they assist with or manage a wellness champions committee? Is there a regular schedule of calls/meetings to keep City managers abreast of program status and challenges?

Indicate the average level of experience/qualifications of an account manager.

• Describe how your program and/or account management team is able to assist in wellness culture alignment across a government or public-sector employer.

• Indicate all available communication modalities – electronic, paper-based, telephonic, etc.

Specify in what languages communications are available.

7.5 Ability to Integrate, Receive, and Report Employee Participation in Fitness Events and Programs (5 Points Possible)

• The City currently encourages employees to participate in fitness programs and events. Please describe your ability to coordinate your rewards program with other programs in which employees may engage.

• Include information about device integration, gym integration, local public event/races integration, City-specific wellness events, etc.

7.6 Description of Wellness Screening Process (5 Points Possible)

• Describe in detail your wellness screening process and health risk assessment including the tests comprising any biometric screenings.

• Indicate formats for screenings at onsite and walk-in/drop-in clinics, ability to integrate own physician data, online appointment scheduling, and management of clinical screening staff.

• Include how biometrics are integrated into scoring, program, goals, etc.

7.7 Embedded Rewards Program (20 Points Possible)

• Describe how your program incorporates a rewards-based approach to promote participation and influence outcomes/improvements in health.

• Include any applicable scoring systems including points, badges, financial rewards, discounts, gift cards or gift items, etc.

• How does your program handle potential taxability of reward payouts?

7.8 Fees (20 Points Possible)

• Provide a schedule of fees for your proposed Wellness & Rewards Program, including fees for any separate program elements comprising but not limited to: employee/spouse/family pricing, biometric screenings, transfer of historical biometrics data, health risk assessments, health coaching, additional classes for weight management, smoking cessation, stress management, etc.

• Please provide pricing for a three-year contract term and include information for tiered pricing, if available.

7.9 References (10 Points Possible)

• Provide four client references, including contact information. Government or other public sector references will receive significant regard.

7.10 Exceptions

Any deviation or variance from this Request for Competitive Sealed Proposals shall be identified by the Proposer as an exception. Any exception shall be listed in detail, in a separate document to be prepared by the Proposer. Any and all exceptions to this Request for Competitive Sealed Proposals which the City, in its sole discretion, deems not to meet or exceed the City’s intention as expressed and implied by the Request for Competitive Sealed Proposals shall be considered by the City as a factor in the evaluation of the Proposal.

Criteria summation:

8. City Terms and Conditions It is important for each Proposer to become familiar with each paragraph within this section, as these paragraphs will control the interpretation of any ambiguities in the event of any discrepancies or differences in project-related contractual documents.

The Proposer must clearly and specifically detail any exceptions it takes to the Terms and Conditions referenced in this section in the transmittal letter that will accompany its RFCSP response.

8.1 Standards

Proposer must affirm that under its employment policies, standards and practices, it does not subscribe to any personnel policy that permits or allows for the promotion, demotion, employment, dismissal or laying off of any individual due to the individual’s race, creed, color, national origin, age, religion, sex, or sexual orientation and that it is not in violation of and will not violate any applicable laws concerning the employment of individuals with disabilities.

It is the policy of the City not to discriminate on the basis of age, race, sex, color, national origin, religion, sexual orientation, or disability in its hiring and employment practices, or in admission to, access to, or operation of, its programs, services, and activities. With regard to all aspects of this contract, Proposer will be required to certify and warrant that it will comply with this policy.

Proposer understands that it shall be a breach of City’s ethical standards policies for any person to: offer, give, or agree to give to any City employee or former employee, or for any City employee or former employee to solicit, demand, accept or agree to accept from another person, a gratuity or an offer of employment in connection with any work, decision, approval, evaluation or recommendation, investigation, or in any other advisory capacity in any proceeding pertaining to this RFCSP or any contract or subcontract resulting therefrom.

A breach of these ethical standards may result in civil and/or criminal sanctions and/or debarment or suspension from being a contractor or subcontractor for any City contract.

Evaluation Criteria: Points Description of Wellness and Rewards Program Design 5 Description of Portal Capabilities 10 Description of Reporting, Outcomes, and Data Integration 20 Explanation of Account Management, Culture, and Communications Support

Ability to Integrate, Receive, and Report Employee Participation in Fitness Events and Programs

Description of Wellness Screening Process 5 Embedded Rewards Program 20 Fees 20 References 10

8.2 Federal Contractor Status

The City is a federal government contractor, and by contracting with the City, the party whose proposal is selected (“Contractor”) will be a federal government subcontractor. Therefore, in accordance with federal law, each proposer agrees, should it be awarded a contract pursuant to this solicitation, to abide with the following federal regulations:

1. The City and Contractor shall abide by the requirements of 41 CFR 60-1.4(a). This regulation prohibits discrimination against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, or national origin, and requires federal government contractors and subcontractors to take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, sex, sexual orientation, gender identity, or national origin.

2. The City and Contractor shall abide by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans.

3. The City and Contractor shall abide by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.

8.3 Warranties

Proposer warrants it will perform the services in a professional manner according to the standards established in the industry for the type of work to be performed.

8.4 Indemnification

1. The Proposer shall indemnify the City and hold it harmless against all claims, liability, demands, liens, taxes, loss or damages of any character suffered by the City arising from any operations, acts or omissions of Proposer related to the work. Proposer’s indemnification shall also encompass any and all financial damages to City resulting from the activities and responsibilities of the Proposer, Proposer’s employees, and any subcontractors or joint-venturers.

2. Pursuant to Tennessee Attorney General Opinion 93-01, the City will not indemnify, defend or hold harmless in any fashion Proposer from any claims arising from any failure, regardless of any language in any attachment or other document that Proposer may provide.

8.5 Terms for Payment

Payment for services delivered will be thirty (30) days from the date of the invoice.

8.6 Assignment

The successful Proposer shall not assign, transfer, convey, sublet or otherwise dispose of any contract award or any or all if its rights, title or interest therein, without prior written consent of the City. Such consent by the City shall not relieve the assignor of liability in the event of default by the assignee.

8.7 Insurance

The successful Proposer shall maintain at least the following commercial insurance policies for the duration of the contract in the amounts specified:

Workers’ compensation and employer’s liability insurance – Workers’ compensation in compliance with the applicable state and federal laws; employer’s liability with a limit of $1,000,000 per occurrence.

Comprehensive general liability insurance – insurance including blanket contractual, broad form property damage, completed operations, and independent contractor’s liability, all applicable to personal injury, bodily injury, and property damage to a limit of $1,000,000 per occurrence and $2,000,000 aggregate.

Comprehensive automobile liability insurance – Must include owned, hired, and non-owned automobiles, for bodily injury and property damage to a combined single limit of $1,000,000 each occurrence.

Professional liability (errors and omissions) insurance affording professional liability insurance – To a limit of $1,000,000 each claim, and $1,000,000 aggregate.

Technology Errors and Omissions insurance - to include data breach and loss of personally identifiable information – To a limit of $1,000,000 each claim, and $2,000,000 aggregate.

The selected Proposer must provide City with the required insurance certificates and endorsements and name the City as an additional insured on the liability coverages prior to contract execution.

8.8 Scope of Insurance and Special Hazards

The insurance required under the preceding paragraphs shall provide adequate protection for the successful Proposer and any sub-contractors or joint-venturers against damage claims that may arise from operations under the contract, whether such operations are by the insured or by anyone directly or indirectly employed by the successful Proposer.

8.9 Governing Law and Venue

The laws of the State of Tennessee shall govern any Agreement entered into as a result of this Request for Competitive Sealed Proposals. No rights, remedies, and warranties available to the City under any agreement or by operation of law will be waived or modified unless expressly waived or modified by the City in writing. Venue for any action shall be in the applicable court for Rutherford County, Tennessee.

8.10 Compliance with Laws

The Proposer’s contract shall comply with applicable Federal, State, and Local statutes, rules, and regulations. Proposers shall be approved by the appropriate regulatory authorities, if any, in the State of Tennessee to provide the services herein described. Proposer’s program must be HIPAA and ACA-compliant.

8.11 Financial Statements

Upon request, Proposer may be asked to furnish its most recent financial statements showing Proposer’s financial condition as well as any subsidiary statements or explanations that the City may request.

8.12 Consequence for Unsatisfied Requirements

Failure to meet specifications as outlined or failure to provide any of the information asked for or addressed in this Request for Competitive Sealed Proposals in a manner which will permit a thorough assessment of a Proposer’s program will be grounds to disqualify the Proposal.

8.13 Contract Term and Effective Date

The contract for the City will cover a three-year period and will commence on January 1, 2023. The contract can be terminated by the City with at least thirty (30) days’ prior written notice of termination.

The contract can be terminated by Proposer only for the City’s failure to pay after 60 days have passed from written notification to the City of failure to pay.

9. Guidelines for Competitive Sealed Proposals Process

9.1 Basis for Proposals

Only information supplied by the City in writing should be used in the preparation of a proposal. Oral interpretations or clarifications shall not be binding. Addenda notifications will be emailed to all persons on record as following this RFCSP. Proposers must acknowledge any subsequently issued addenda via ProcureNow/OpenGov.

9.2 Proposer Terms and Conditions

The Proposer must submit a complete set of any additional terms and conditions that it proposes to have included in contract negotiations with the City with its proposal. City will not accept any contract term limiting Proposer’s liability to the amount of the contract. Additionally, the Proposer must submit any and all documents/agreements it will require City to sign with its proposal.

9.3 Disclosure of Proposals

As a matter of state law, each Proposer’s RFCSP response in its entirety will become a public record after completion of the selection process. The content of any proposal will not be disclosed to other Proposers during the selection process.

9.4 Late Proposals

Proposals must be received via the procurement portal, ProcureNow/OpenGov, on or before the published proposal due date and time. Any proposal received after the time and date set for receipt of proposals will be late and, at the discretion of City, may not be considered.

9.5 Signing of Proposals

The submission and signature of a proposal shall indicate the intention of the Proposer to adhere to the provisions described in this RFCSP and therefore must be signed by a representative with the authority to do so.

9.6 Cost of Proposal

This RFCSP does not commit the City to pay any costs incurred by any Proposer in preparation and/or submission of a proposal or for procuring or contracting for the items to be furnished under the RFCSP.

All costs directly or indirectly related to responding to this RFCSP (including all costs incurred in supplementary documentation or on-site interviews) until contract execution will be borne by the Proposer.

9.7 Conflict of Interest, Non-Collusion and Anti-Lobbying

The Proposer promises that its officers, employees or agents will not attempt to lobby or influence a vote or recommendation related to the firm’s proposal, directly or indirectly, through any contact with City Council members or City employees between the release of this RFCSP and award of the contract by City and that there will be no collusion and no conflict of interest.

9.8 Ownership of Proposals

All documents submitted in response to this RFCSP shall become the property of City.

9.9 Disqualification or Rejection of Proposals

Proposers may be disqualified for any of the following reasons:

• There is reason to believe that collusion exists between or among two or more Proposers;

• The Proposer is in arrears on an existing City contract or has defaulted on a previous City contract;

• The Proposer lacks financial stability;

• The Proposer has failed to perform under a previous or current City contract;

• The Proposer has failed to adhere to one or more of the provisions established in this

RFCSP;

• The Proposer has failed to submit its proposal in the format specified herein;

• The Proposer has failed to submit its proposal on or before the deadline established herein; or

• The Proposer has failed to adhere to generally accepted ethical and professional principles during the proposal process.

9.10 Right to Waive Irregularities

Proposals shall be considered irregular if they show any omissions, alterations of form, additions, conditions not called for, or irregularities of any kind.

The City reserves the right to waive irregularities. The City also reserves the right to waive any mandatory requirement, provided that all proposals failed to meet the same mandatory requirement and the failure to do so does not otherwise materially affect the procurement. This right is at the sole discretion of City.

9.11 Withdrawal of Proposals

Proposals may be withdrawn through the City’s e-Procurement Portal, ProcureNow/OpenGov. The responding firm may “unsubmit” their proposal in ProcureNow/OpenGov. After withdrawing a previously submitted proposal, the responding firm may submit another proposal at any time prior to the deadline for submitting proposals if received by the City prior to the exact hour and date specified for receipt of proposals.

9.12 Amendment of Proposals

A Proposer must submit any amended proposal before the deadline for receipt of proposals. Such amended proposal must be a complete replacement of a previously submitted response and must be clearly identified as such in the transmittal letter. City will not merge, collate, or assemble proposal materials.

9.13 Proposal as Firm Offer

Responses to this RFCSP, including cost, will be considered firm for ninety (90) days after the due date for receipt of response or receipt of the last and best final offer submitted. All proposals must include a statement to that effect.

9.14 Exceptions to RFCSP Specifications

Although the specifications stated in the RFCSP represent City’s anticipated needs, there may be instances where it is in City’s interest to permit exceptions to specifications and accept alternatives.

It is extremely important that the Proposer make very clear where exceptions are taken to the specifications and how the Proposer will provide alternatives. Therefore, exceptions, conditions, or qualifications to the provisions of City’s specifications must be clearly identified as such together with reasons for taking exception, and inserted into the proposal response. If the Proposer does not make clear that an exception is being taken, City will assume the proposal response is responding to and will meet the specification as written.

Where the Proposer does not agree with City’s terms and conditions, the proposal must enumerate the specific clauses that the Proposer wishes to amend or delete and suggest alternative wording. Any minimum terms that City will have to agree to in order to enter into a contract with the Proposer and any item the Proposer considers to be a mandatory term must be submitted with the RFCSP response.

9.15 Consideration of Proposals

Discussions may be conducted with responsible Proposers for the purpose of clarification to assure full understanding of the proposal. In conducting discussions, there will be no disclosure of any information derived from proposals submitted by competing Proposers. Until the City awards the contract, it reserves the right to reject any or all proposals and waive technicalities, to re-advertise for new proposals, or to proceed with the work in any manner as may be considered in the best interest of City.

9.16 Termination

The City reserves the right to cancel this RFCSP at any time. The City also reserves the right to reject any or all proposals submitted in response to this RFCSP.

9.17 Taxes

Proposer will be responsible for the payment of any applicable tax on the services it will provide.

Proposers will include in its fee proposal all applicable local, City, state, and federal taxes.

9.18 Award of Contract

The City reserves the right to withhold final action on the RFCSP for a reasonable time, not to exceed one hundred eighty (180) days after the date of submitting proposals, and in no event will an award be made until further investigations have been made as to the responsibility of the proposed Proposer. The award of the contract, if an award is made, will be to the most responsible and responsive Proposer whose proposal meets the requirements and criteria set forth in the Request for Competitive Sealed Proposal and whose contract terms are acceptable to City. City reserves the right to abandon, without obligation to the Proposer, any part of the project, or the entire project, at any time before the successful Proposer begins any work authorized by City.

The award of the contract shall not become effective until the contract has been approved by City Council and executed by the successful Proposer and City.

9.19 Appeal Process

Each Proposer shall be notified of the Proposer selected for recommendation to the City Council before the proposed City Council action. A protest by an aggrieved Proposer who is not selected will be heard by the City Council if filed with the City Council, through the City Recorder, within seven (7) days after the intended award is announced. Any issue raised by the protesting party after the seven-day period shall not be considered as part of the protest. The City Council may stay an award due to a pending protest without financial or other obligation to the Proposer recommended to the Council. The City Council may, by resolution, adopt rules and procedures applicable to protests.

9.20 Execution of Contract

The City shall authorize award of the contract to the successful Proposer. City will require the successful Proposer to sign the necessary documents entering into the required contract with City within 10 days of receipt and to provide the necessary evidence of insurance as required under the contract.

No contract for this project may be signed by City without the authorization of the City Council. No contract shall be binding on City until it has been approved and executed by the Mayor or designee and approved as to form by the City Attorney.

10. RFCSP Requirements and Format Please use the following format to structure your RFCSP response. Your response should include each section detailed below in the order presented. The detail includes items that are to be covered in each section of your response but is not a limitation. Failure to follow the directions or to address all items will impact the evaluation. Failure to address a significant portion of the items may classify the response as non-responsive and preclude it from further consideration. The number of pages in the RFCSP response cannot exceed 50 pages. Appendices will not be counted as part of the 50-page limit. Resumes and marketing material may be included and will not be counted towards the 50-page limit; however, this information must be in its own section at the end of the RFCSP response.

10.1 Cover with Table of Contents

10.2 Transmittal Letter

The transmittal letter will indicate the intention of the Proposer to adhere to the provisions described in the RFCSP without modification. The letter of transmittal should:

1) Identify the submitting organization;

2) Identify the person, by name and title, authorized to obligate the organization contractually;

3) Identify the contact person responsible for this response and specify phone, fax, and email;

4) Explicitly state that Proposer has reviewed and accepted the City’s Terms and Conditions;

5) State that it has included any additional terms or conditions or documents which it requires;

6) Identify any and all exceptions or "deal breakers" to the RFCSP requirements;

7) Acknowledge the proposal is considered firm for one hundred and eighty (180) days after the due date for receipt of proposals or receipt of the last best and final offer submitted. If partners are used, they must also guarantee their section of the proposal for 180 days;

8) Acknowledge completion of the Fee Proposal; and

9) Signed by a person authorized to contractually obligate the organization.

10.3 Proposal

1) Proposer Profile: The Proposer will provide a description of its organization and any other firms who will be providing products or services through a subcontracting arrangement with the Proposer.

2) Qualifications: Proposer’s qualifications to perform the services requested that will also address the evaluative criteria.

3) Experience: Please describe your organization’s experience in providing similar services. Identify and briefly describe any pending criminal or civil suits brought against the Proposer, or suits which have resulted in an adverse judgment or settlement within the past five (5) years, arising out of Proposer’s providing employee wellness and rewards programs, allegations of HIPAA violations, and/or allegations of federal or state regulatory violations in provision of services similar to those requested.

4) References: Please provide references for at least four organizations in the United States of similar size and type to City for whom Proposer is or has provided similar services. Identify any public sector experience in Tennessee.

5) Key Personnel: Identify and provide a brief professional resume of the key personnel anticipated to be used to provide the services sought.

6) Data Analysis: Provide a description of the data methodologies and security to be utilized in providing the services sought. Describe HIPAA compliance practices and procedures.

7) Communications: Describe strategies and methods the Proposer has developed to communicate with clients in similar consumerism and/or wellness efforts.

8) City’s responsibilities: Identify and briefly describe the role and responsibilities Proposer would expect City to perform in achieving delivery of the requested services.

9) Scheduling: Provide a tentative strategy and timeline for delivery of the services sought or a description of how such strategies and timeline would be developed if the Proposer is selected.

10) Fee Proposal: The City is interested in receiving a fee proposal which reflects the existing expertise of the Proposer and its ability to deliver the requested employee benefits consulting services using efficient, proven methods at a reasonable cost. The City requires each Proposer to submit an all-inclusive flat fee for the requested services. The flat fee may be the same for each year of the proposed three-year term or may vary. Proposers may, if they wish, submit a fee proposal which is an alternative to the required flat fee proposal. One or more of such alternatives may be submitted. Any such alternative fee proposal should clearly indicate the rationale for the alternative proposals, the method of calculating the fee and any discrete fees, e.g., separate actuarial or audit fees.

11. Submittal The City is only accepting electronic submittals. All Proposals should be submitted via the City’s e-procurement portal, ProcureNow/OpenGov.

All Proposals must be submitted by 2:00 p.m. CST on August 4, 2022.

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2.1 Schedule
2.2 Evaluation Criteria
2.3 Finalist Selection
Target
Activity
Date
RFCSP Issued
Submittal of written questions
Answers to questions
Proposals submitted
Finalists notified
Finalist Presentations
Selection
Negotiation of contract
City Council action
4. Background
5. Overview
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2
3
4
5
6. Requirements to Bid
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5
6
6.1 Established Qualified Firm
6.2 Participate Privacy Safeguards
6.3 ACA Compliant Wellness Program
7. Factors to be Evaluated (using the point system described below)
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7.1 Description of Wellness and Rewards Program Design (5 Points Possible)
7.2 Description of Portal Capabilities (10 Points Possible)
7.3 Description of Reporting, Outcomes, and Data Integration (20 Points Possible)
7.4 Explanation of Account Management, Culture, and Communications Support (5 Points Possible)
7.5 Ability to Integrate, Receive, and Report Employee Participation in Fitness Events and Programs (5 Points Possible)
7.6 Description of Wellness Screening Process (5 Points Possible)
7.7 Embedded Rewards Program (20 Points Possible)
7.8 Fees (20 Points Possible)
7.9 References (10 Points Possible)
7.10 Exceptions
8. City Terms and Conditions
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8.1 Standards
8.2 Federal Contractor Status
8.3 Warranties
8.4 Indemnification
8.5 Terms for Payment
8.6 Assignment
8.7 Insurance
8.8 Scope of Insurance and Special Hazards
8.9 Governing Law and Venue
8.10 Compliance with Laws
8.11 Financial Statements
8.12 Consequence for Unsatisfied Requirements
8.13 Contract Term and Effective Date
9. Guidelines for Competitive Sealed Proposals Process
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9.1 Basis for Proposals
9.2 Proposer Terms and Conditions
9.3 Disclosure of Proposals
9.4 Late Proposals
9.5 Signing of Proposals
9.6 Cost of Proposal
9.7 Conflict of Interest, Non-Collusion and Anti-Lobbying
9.8 Ownership of Proposals
9.9 Disqualification or Rejection of Proposals
9.10 Right to Waive Irregularities
9.11 Withdrawal of Proposals
9.12 Amendment of Proposals
9.13 Proposal as Firm Offer
9.14 Exceptions to RFCSP Specifications
9.15 Consideration of Proposals
9.16 Termination
9.17 Taxes
9.18 Award of Contract
9.19 Appeal Process
9.20 Execution of Contract
10. RFCSP Requirements and Format
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Cover with Table of Contents
10.2 Transmittal Letter
10.3 Proposal

11. Submittal

File details come from the government source that posted it. Updated .