Affidavits over 200K; V.1 Revised 11-29-16 1

University of Maryland College Park

Request for Proposal (RFP) RFP_00020842TTR_UMD Family Care Services

Issue Date: Thursday, October 9, 2025 Pre-Proposal Conference: Wednesday, October 15, 2025 1:15 PM EST (via Zoom) Deadline for Questions: Thursday, October 23, 2025 3:00 PM EST Proposal Due Date: Friday, October 31, 2025 3:00 PM EST Finalist Presentations: Tuesday, November 11-Thursday, November 13 (TBD)

Contractors who have received this document from a source other than the Issuing Office should immediately contact the Issuing Office and provide their name and mailing address in order that amendments to the RFP or other communications can be sent to them. Contractors who fail to notify the Issuing Office with this information assume complete responsibility in the event that they do not receive communications from the Issuing Office prior to the closing date.

Contractors are cautioned not to make changes to any of the terms and conditions in this solicitation. Doing so may render a Contractor’s proposal unacceptable and subject to rejection. Questions and comments may be addressed to the point of contact identified in Section A-1, Item 9 of this document.

UNIVERSITY OF MARYLAND RFP_00020842TTR_UMD Family Care Services

TABLE OF CONTENTS

SECTION 1

Introduction and Background Information

SECTION 2

Instructions and Notices to Bidders

2.1 Issuing Office

2.2 Pre-Proposal Conference

2.3 Questions

2.4 Submission of Proposals

2.5 Due Date and Time

2.6 Late Proposals

2.7 Durations of Proposal Offer

2.8 Amendments to the RFP

2.9 Alternate Proposals

2.10 Economy of Preparation

2.11 Unable to Propose

2.12 Public Information Act Notice

2.13 Cancellation of the RFP

2.14 Two Volume Proposal

2.15 Volume 1-Technical Volume

2.16 Volume 2-Financial Volume

2.17 Best and Final Offers

2.18 Economic Benefits to the State of Maryland

SECTION 3

Solicitation Guidance for Bidders

3.1 Evaluation Method

3.2 Evidence of Responsibility

3.3 Solicitation, Proposal, Acceptance, Award and Discussion

3.4 Negotiation

3.5 Basis of Award

3.6 Formation of Agreement/Contract with Successful Contractor

3.7 Debriefing of Unsuccessful Contractors

3.8 Protests and Claims

3.9 Contract Implementation Meeting

SECTION 4

Scope of Work and Requirements

SECTION 5

Proposal and Contract Terms and Conditions

SECTION 6

Appendices

SECTION 1

Introduction

The University of Maryland College Park is the state's flagship university and one of the nation's preeminent public research universities. A global leader in research, entrepreneurship and innovation, the university is home to more than 40,700 students, 14,000 faculty and staff, and nearly 400,000 alumni all dedicated to the pursuit of Fearless Ideas. Located just outside Washington, D.C., we discover and share new knowledge every day through our renowned research enterprise and programs in academics, the arts and athletics.

Background Information

In 2021, the University of Maryland College Park launched its Family Care Benefit Program to support heightened challenges faced by working caregivers during the health pandemic. Now, UMD is seeking a qualified vendor to enhance this program in the current climate. The goal is to improve employee satisfaction by offering holistic, accessible, and affordable care options across child, elder, special-needs, and pet services.

Objectives

● Expand our employees’ access to quality, affordable care options and provide enhancements to the current offering of services.

● Provide reliable, stable support in changing conditions across the multiple domains described above.

● Improve caregiver convenience and flexibility.

● Integrate all family care benefits into a unified, user-friendly platform.

● Measure and report program effectiveness via utilization, satisfaction, and performance reporting.

SECTION 2

Instructions and Notices to Contractors

2.1 Issuing Office

The sole point of contact at the University of Maryland, College Park (UMCP), for purposes of this Request for Proposal (RFP), is the Issuing Office. The Issuing Office as identified on the Solicitation/Contract Form provided as Exhibit 1 is:

The University of Maryland Department of Procurement & Business Services 2113-R Chesapeake Building College Park, MD 20742

All contact throughout the process is to be made in writing, via email. Responses to inquiries will be made in writing and issued to all known participants.

The Point of Contact is:

Name Tresa T. Robinson Title Category Manager Email Address trobin14@umd.edu

2.2 Pre-Proposal Conference

There will be a pre-proposal conference via Zoom from 1:15pm-2:15pm to give a high level overview of the solicitation process and answer any questions from prospective offerors. Join Zoom Meeting:

https://umd.zoom.us/j/9812939142?pwd=YWhtdzJ0ZWtNbVJPczNQUUFIYlBYUT09&omn=9 7087896355&jst=2

2.3 Questions

The Contractor is responsible for carefully reading and fully understanding the requirements, terms, and conditions of this RFP. All contact between Contractors and the University will be made in writing through the Issuing Office with the identified Point of Contact.

Requests for clarification or additional information must be submitted in writing, via email, to the Point of Contact and received by the Issuing Office no later than Thursday, 10/23/2025 3:00 PM. The email subject line must be as follows: “QUESTIONS_FIRM NAME_: RFP_00020842TTR_UMD Family Care Services”.

All questions will be answered in writing. Questions and answers will be posted to eMMA (e-Maryland Marketplace), without identification of the inquirer(s). Any communication received from parties other than the identified Point of Contact are unauthorized.

To the extent that a question causes a change to any part of this RFP, an amendment shall be issued addressing such.

2.4 Submission of Proposals

Proposals must be:

(1) submitted as electronic files in .pdf format and labeled as specified

(2) made in the official name of the firm under which Contractor's business is conducted

(including the official business address),

(3) signed by a person duly authorized to commit Contractor to the proposal, electronic signatures are acceptable

(4) separated into Technical and Financial volumes, and

(5) addressed to the Procurement Officer identified as the Point of Contact

The Contractor must submit one electronic version of the Technical volume plus one electronic version of the Financial volume separately to the following Box folder:

https://umd.app.box.com/f/c9937b4ea4db4645a12aa6f296f1135e

Failure to submit the two volumes separately, or labeled as instructed, may result in the proposal being deemed non-acceptable and rejected.

mailto:trobin14@umd.edu https://umd.zoom.us/j/9812939142?pwd=YWhtdzJ0ZWtNbVJPczNQUUFIYlBYUT09&omn=97087896355&jst=2 https://umd.zoom.us/j/9812939142?pwd=YWhtdzJ0ZWtNbVJPczNQUUFIYlBYUT09&omn=97087896355&jst=2 https://umd.app.box.com/f/c9937b4ea4db4645a12aa6f296f1135e

The Technical volume-Required Forms and Affidavits, must be uploaded to the Box folder and labeled: “Technical Volume_Firm Name_ RFP_ 00020842TTR_UMD Family Care Services” The Financial volume-Pricing Sheet (Exhibit 4) pricing, must be uploaded to the Box folder and labeled: “Financial Volume_Firm Name_RFP_00020842TTR_UMD Family Care Services”

NOTE: PROPOSALS THAT ARE NOT SUBMITTED VIA THE BOX FOLDER WILL BE

REJECTED AS NON-ACCEPTABLE.

2.5 Due Date and Time

Proposals must be uploaded to the Box folder on or before Friday, 10/31/2025, 3:00 p.m. EST/EDT as applicable, in the designated format.

Proposals, amendments to proposals, or requests for withdrawal of proposals arriving after the closing time and date shall not be considered. There shall be no public opening of the proposals. The names of Contractors will not be released until after award.

2.6 Late Proposals

Any proposal, request for withdrawal, or modification of a proposal including a Best and Final Offer (BAFO) that is not received at the designated location at the designated due date and time will be considered late and will be rejected as non-acceptable. Delivery of the proposal to the specified location by the prescribed date and time is the sole responsibility of the Contractor. Exceptions may be authorized, at the sole discretion of the Procurement Officer, when the reason is due to the action or inaction of the University. A record of the late proposal, request for withdrawal, modification of a proposal or BAFO will be retained in the appropriate procurement file.

2.7 Duration of Proposal Offer

Proposals will be valid for a minimum of 120 days following the closing date of this RFP. If an award is not made during that period, the proposal will automatically extend for another 120 days, unless the Contractor gives specific written notice to the Procurement Officer at least 15 days before the expiration of the then current 120 day period. Proposals will automatically renew for an additional 120 days until such time as an award is made or proper written notice is given to the University of Contractor's intent to withdraw its proposal. By submission of a proposal, Contractor guarantees that its offer shall be firm for the period specified in this clause.

2.8 Amendments to the RFP

If it becomes necessary to revise any part of this RFP, notice of the revision will be issued in the form of an Amendment posted to eMMA. All Amendments shall become a part of this RFP. Each Contractor is required to acknowledge receipt of Amendments.

Failure of a Contractor to acknowledge any Amendment will not relieve the Contractor of responsibility for complying with the content of the Amendment.

2.9 Alternate Proposals

Alternate proposals shall not be allowed or accepted, nor will they be considered, for this solicitation.

2.10 Economy of Preparation

Each proposal is to be prepared simply and economically, providing a straightforward, concise description of the Contractor's offer and capabilities to satisfy the requirements of this RFP. Emphasis is to be placed on clarity of content and providing a complete response.

2.11 Unable to Propose

If Contractor is unable or unwilling to submit a proposal in response to the requirements, Contractor must indicate this in writing to the Procurement Officer on or before the proposal due date. Electronic mail is an acceptable delivery method for submittal of the Contractor’s inability to submit a proposal. UMD requests that Contractors who are unable to respond include a brief explanation of the rationale for non-submission of a proposal.

2.12 Public Information Act Notice

Contractors are required to specifically identify those portions of their proposals that they deem to contain confidential, proprietary information, or trade secrets. The Contractor is further required to provide specific justification, with respect to each separate portion identified, as to why the materials, upon request, should not be disclosed by the State under the Access to Public Records Act, State Government Article, Title 10, Subtitle 6, Annotated Code of Maryland.

For claims of confidentiality to be considered, Contractors must clearly identify and provide individual justification for each and every section that is claimed to contain confidential, proprietary information or trade secrets. It is not sufficient to preface your proposal with a proprietary statement, or to use a page header or footer that arbitrarily marks some or all pages as confidential. General claims of confidentiality or similar blanket designations will not be accepted and may result in a proposal being deemed non-acceptable, at the discretion of the Procurement Officer.

2.13 Cancellation of the RFP

The University may cancel this RFP, in whole or in part, or reject any or all proposals submitted in response to the RFP when such action is determined to be fiscally advantageous to the University and/or the State or otherwise in the best interest of the University and/or the State.

2.14 Two Volume Proposal

The selection procedure for this procurement requires an independent evaluation of the technical and financial proposals. This separation allows for evaluation of technical proposals, on a “go/no-go” or “pass/fail” decisional rule based on meeting the technical specifications and business requirements. Consequently, Contractor is required to submit its proposal in two separately sealed volumes as indicated in Section 2.4.

2.15 Volume 1-Technical

The proposal must include a completed (Exhibit 3) and expressly indicate that it satisfies each point of the RFP Requirements, Specifications and/or Qualifications referenced in Section 4. Simple YES or NO responses to stated requirements are insufficient. The Contractor must describe in detail how the proposed products and/or services meet or exceed the stated requirements. The Contractor must explain any exception or deviation from the requirements. In cases where the Contractor cannot or does not meet a requirement, this must be clearly stated along with the reason for not meeting the Requirement, Specification, or Qualification.

2.16 Volume 2 - Financial Volume

This volume consists of and must contain the requested pricing information in (Exhibit 4). Contractors are not to include any technical information or specifications in the financial volume. Inclusion of technical requirements in the Financial Volume, unless technical details are necessary to provide pricing clarity, may result in in disqualification of the Contractor’s response particularly if said technical details are not included in the Technical Volume.

Cost Structure: Provide a detailed fee proposal with a per‑employee‑per‑year (PEPY) rate. Clearly explain what is included (i.e. counseling sessions, subsidized back up care days, training, promotional materials, and administrative support)

Optional Pricing Models: Detail alternative pricing models or discounts that may offer cost savings or enhanced value to UMD.

Cost Breakdown: Present a transparent breakdown of costs aligned with services provided.

2.17 Best and Final Offers

The University reserves the right to request best and final offers (BAFO) following evaluation of technical and pricing proposals. Contractors must submit BAFO pricing information in the format required, on or before the date and time indicated on the BAFO request, and using the means of submission indicated by the Procurement Officer.

2.18 Economic Benefits to the State of Maryland

Proposals will be evaluated to assess the benefit to Maryland’s economy specifically offered as defined on (Exhibit 3).

SECTION 3

Solicitation Guidance for Bidders

3.1 Evaluation Method

3.1.1 The University intends to make an award to the responsible contractor whose proposal is determined to provide overall best value to the University, considering the evaluation factors in this RFP, and price. To be considered technically acceptable, Contractors must meet all technical specifications and business requirements as delineated in this solicitation. Only those Contractors meeting the technical specifications and business requirements (supplier qualifications, including financial viability) will be considered in the Financial evaluation stage.

3.1.2 Technical Evaluation

3.1.2.1 Evaluation Committees

The Procurement Officer shall establish a technical evaluation committee to review and rate the proposals.

3.1.2.2 Acceptability of Proposals

● The Procurement Officer shall determine which contractors have met the basic requirements of the RFP

● Failure to comply with any mandatory requirement will disqualify a contractor's proposal

● The Procurement Officer shall have the sole authority to determine whether any deviation from the requirements of this RFP is substantial in nature

● The Procurement Officer may waive or permit to be cured minor irregularities or minor informalities in proposals that are immaterial or inconsequential in nature, whenever it is determined to be in the University’s best interest

● The Procurement Officer may reject in whole or in part any and all proposals if such is in the University’s interest, and may conduct discussions with contractors in any manner deemed necessary to best serve the interests of the University

● The University reserves the right to make an award to more than one contractor or to split an award among contractors

3.1.2.3 Technical Evaluation

● Evaluation of technical proposals will be based on “go/no-go” or

“pass/fail” decisional rule, applied to each technical specification and business requirement delineated below.

● A no-go or fail rating will eliminate a Contractor from further consideration.

● There is no merit or extra credit awarded for exceeding the requirements.

● Only those Contractors meeting the technical specifications and business requirements will be considered for financial evaluation.

3.1.2.4 Evaluation Criteria

The following technical requirements must be met for the Contractor proposal to be considered technically acceptable

● Mandatory Requirements (60%) - Contractor’s demonstrated understanding of the University’s Mandatory Requirements and the nature of work to be performed. This includes the quality of responses and soundness of the offeror’s approach.

● Desired Requirements (20%) - Contractor’s demonstrated understanding of the University’s desired requirements is requested.

Responses will be scored based on completeness and demonstrated ability to address the identified need.

● Past Performance/References (20%) - Contractors must provide references that can attest to the quality of product delivered ability to meet the project specifications as defined. The University may also use its own past performance with a Contractor as a portion of the evaluation for Past Performance.

The terms "must" or "shall” and “required” are used throughout this document to indicate mandatory requirements. Contractors must meet all the requirements and specifications; that is, that the Contractor is fully capable of delivering the items and providing the services as specified in this RFP.

3.1.3 Oral Presentations/ Contractor Interviews

3.1.3.1 The Technical Evaluation Committee may request interviews for the purpose of evaluating proposals and/or Contractor's responsibility.

Information provided during this phase will be used to supplement the prior evaluation of the written technical proposal and the final evaluation of technical capabilities will take into account both the written technical proposal and the oral presentation/Contractor interview.

3.1.3.2 The University reserves the right to waive the Oral Presentation, in which case the technical evaluation will be based on the written technical proposal submittal alone. Contractors are therefore encouraged to submit the best possible proposal at each opportunity for submittal.

3.1.3.3 The due date and time of the Oral Presentation will be determined by the University upon completion of Technical Proposal evaluations. Refer to the Solicitation Schedule for tentative dates. Contractors are advised to set these dates aside so as to avoid a conflict.

3.1.3.4 The oral presentation will be informal, but Contractors presentations, will need to cover a predetermined list of operational questions.

3.1.3.5 The parameters of the Oral Presentation will be defined by the Procurement Officer at the time of scheduling. This information may be included in Technical requirements in those instances when it is a requirement for short-listed Contractors.

3.2 Financial Evaluation

Only those Contractors meeting the technical specifications and business requirements will be considered in the Financial Volume evaluation. The Financial Volume evaluation will consist of ranking on the basis of overall best value to the University and State when considering technical submittal.

3.3 Evidence of Responsibility

Prior to the award of a contract pursuant to this RFP, the Procurement Officer may require Contractor to submit such additional information bearing upon Contractor's ability to perform the contract as the Procurement Officer deems appropriate. The Procurement Officer may also consider any information otherwise available concerning the financial, technical, and other qualifications or abilities of the Contractor.

3.4 Solicitation, Proposal, Acceptance, Award and Discussion

This RFP creates no obligation on the part of the University to award a contract or to compensate Contractors for proposal preparation expenses. The University reserves the unilateral right to accept or reject any and all proposals, in whole or in part, received in response to this RFP; the unilateral right to award a contract in whole or in part; to award a contract to one Contractor; and to waive or permit cure of minor irregularities;

and to conduct discussions with Contractors in any manner necessary to serve the best interest of the University.

Discussions may be conducted with those Contractors who submit proposals initially judged by the Procurement Officer to be reasonably susceptible of being selected for award. However, the University reserves the right to award a contract based upon the proposals received without further discussions.

3.5 Negotiation

The University has the right to accept the best proposal as submitted, without discussion or negotiation. Contractors should therefore not rely on having a chance to discuss, negotiate and adjust their proposals.

Contractors who submit proposals initially judged by the Procurement Officer to be reasonably susceptible of being selected for award may be asked to discuss their proposals with the University to facilitate arrival at a contract most advantageous to the University. If the Procurement Officer determines that discussion is in the best interest of the University, the Procurement Officer will advise contractors to submit a best and final offer for consideration after discussions are held.

However, discussions may not be conducted if the Procurement Officer determines either that discussions are not in the best interests of the University or that discussions need not be conducted: (a) with respect to prices that are fixed by law or regulation, although consideration shall be given to competitive terms and conditions; (b) because the time of delivery or performance does not permit discussions; or (c) because it can be demonstrated clearly from the existence of adequate competition or accurate prior price experience with the particular item that acceptance of an initial offer without negotiation would result in a fair and reasonable price.

3.6 Basis of Award

The University will award a contract resulting from this solicitation to the responsible offeror(s) whose offer conforms to the solicitation and is determined to be the best overall value to the University.

3.7 Formation of Agreement/Contract with Successful Contractor This RFP and any resulting contract shall be governed by the University System of

Maryland Procurement Policies and Procedures. These policies and procedures may be viewed here: https://www.usmd.edu/usm/procurement/procedures.html.

3.8 Debriefing of Unsuccessful Contractors

A debriefing of an unsuccessful proposer shall be conducted upon written request submitted to the Procurement Officer within ten (10) days of the date on which the proposer knew, or should have known, its proposal was unsuccessful. The debriefing shall be limited to a discussion of the proposer’s unsuccessful proposal. The debriefing will be oral and shall provide information on areas in which the proposal was deemed weak or insufficient. The debriefing will NOT include discussion of a competing offeror’s proposal or discussion, thoughts, notes or ranking from individual evaluation committee members. A summary of the Procurement Officer’s rationale for the selection may be given. Debriefings shall be conducted at the earliest feasible time.

3.9 Protests and Claims

Any protest regarding the award of this contract or claim arising out of this contract shall be administered in accordance with the University System of Maryland Procurement Policies and Procedures, Section X - Protests and Claims. Detail is available by accessing the following web site https://www.usmd.edu/usm/procurement/procedures.html.

3.10 Contract Implementation Meeting

Contractor receiving an award under this solicitation may be required to attend a

Contract Implementation Meeting to be held after contract award, as scheduled by the Procurement Officer. The location and agenda for this meeting will be communicated to the Contractor by the Procurement Officer.

SECTION 4

Requirements and Scope of Services Contractor is required to complete all forms and affidavits and provide the information requested below. Failure to comply with this instruction may result in disqualification of Contractors proposal.

The University may make a final determination regarding a proposal’s acceptability solely on the basis of the proposal as submitted. The University is under no obligation to seek clarification for missing information or to repair responses that are deemed to be incomplete.

4.1 Exhibit 1 - Solicitation/Contract Form

Contractors must complete Exhibit 1, Section A-1, Solicitation/Contract Form Offer Section as part of the Technical Volume. Failure to submit this document, signed by a person duly authorized to commit Contractor to the proposal may cause the Contractor’s proposal to be rejected, at the sole discretion of the University.

4.2 Exhibit 2 – University of Maryland Proposal and Contract Affidavits:

1. Bid Proposal Affidavit

2. Conflict of Interest Information

3. Principles of Social Responsibility and

4. Social Responsibility Affidavit Information

5. Contract Affidavit about:blank

6. Corporate Diversity Addendum Affidavit (I)

7. Corporate Diversity Addendum Affidavit (II)

8. IT Accessibility Addendum

9. Sensitive and Secure Data Addendum

10. Section 889 OF Public Law 115-232 Affidavit

11. Insurance Addendum and (Certificate of Insurance (COI) with University of

Maryland as additional Insured)

12. Certification Regarding Investment Activities in Iran

13. Acknowledgement of the Receipt of Amendments (as needed)

4.3 Exhibit 3 - Contractor Functional Qualifications and Data Matrix

The Contractor is required to respond in a manner that outlines their ability to meet the functional qualifications and requirements of this solicitation detailed in the Contractor Functional Qualifications and Data Matrix (Exhibit 3). Responses must be submitted via the matrix with additional pages (as needed) numbered in a manner that corresponds to the matrix. Requirements are identified by a code designating their level of importance.

Priority Codes are as follows:

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

4.4 Financial Viability

The University reserves the right to require, during proposal evaluation, that the Contractor provide a copy of its most current Annual Report or audited Statement of Financial Condition to include a Balance Sheet, Income Statement and Cash Flow Statement or other acceptable financial information. These documents should be provided upon request and may be relied on in any determination regarding Contractor financial responsibility and suitability for contract award.

4.5 Minority Business Enterprise (MBE) Participation

This RFP does not have an MBE participation goal.

Scope of Services

1. Care Provider Referral & Booking

● Maintain a curated network of vetted, pre-screened providers for in-home and center-based regular childcare, elder care, home care services, pet care, and specialized services.

● Offer individualized assessments and referral matching.

● Provide a searchable online provider directory.

● Enable backup care for same-day, in-home, or center-based care; also covering special-needs care for developmental or physical disabilities.

2. Backup Care

● Offer back-up care options (i.e. in-center, in-home) for employees facing unplanned disruptions to their regular childcare or elder care on short notice.

● Manage the administration of subsidies, booking logistics, and billing directly with providers.

● Establish service level standards (i.e. same-day access, response times) and key performance indicators (KPIs). Claims processing turnaround times and description of how claims are validated.

● Ability to pay in-network providers via the platform, handling payment/subsidy directly.

3. Personal Network Backup Care Reimbursement

● Enable employees to use trusted personal providers.

● Accept receipt uploads and process reimbursement within employer-defined limits.

● Provide guidelines/tools for safe hiring and IRS-compliance tracking.

● Verify claims against SLAs and eligibility.

4. Counseling, Outreach, and Education

● Offer expert, individualized counseling sessions via phone or virtual to cover support planning, navigating resources, and tailored action plans.

● Host regular webinars, new member orientation sessions, and options for on-site seminars covering caregiving, finances, work-life balance, special needs, pet care, college prep, and more.

● Develop communication materials and host orientation webinars to introduce benefits to new members and highlight benefits to existing members.

● Provide bilingual support.

5. Provider Credentialing & Monitoring

● Enforce comprehensive vetting: professional licenses, background checks (7-year checks, criminal, abuse registries, motor vehicle), identity authentication, and reference verification.

● Re-credential periodically and monitor license or status changes.

● Enable employees to initiate checks on personal providers within the system.

● Regular Childcare

● Negotiate and manage discounted tuition agreements for regular daycare and early childhood education at participating centers and adult service providers for special needs dependents.

● Enable families to access discounts directly through the platform.

● Priority access for UMD Staff and Faculty at participating/partnering providers for regular, ongoing care.

● Before and after-care programs for school aged children.

6. Eldercare Services

● Care plan development and counseling sessions available for members to discuss all aspects of elder care and resources with an expert.

● Assistance finding home care services including:

o Personal care assistance for help with bathing, dressing, grooming, etc.

o Companionship care for social interaction o Meal preparation o Light housekeeping o Transportation o Respite care for temporary relief of primary caregivers o Home modification to make homes safer (i.e. grab bars, ramps)

7. Platform, Reporting & Analytics

● Deliver a secure, co-branded online portal and mobile app for:

o Self-searchable provider directory.

o Backup care booking and payment capabilities.

o Scheduling of care counseling appointments.

o Running background checks/screening on prospective providers via platform-integrated screening tools.

o Employee dashboard visibility of personal network usage alongside in-network backup care, claims status tracking, and deduction from backup care hours budget.

o Access to educational tools/resources and on-demand webinars on caregiving.

o Chat or messaging feature to contact a support member online.

o Innovative approaches including AI-driven support tools to enhance service delivery and engagement.

● Includes Employer/Administrator Dashboards with case search, real-time utilization metrics, and reporting capabilities.

● Generate monthly utilization/financial reports, quarterly KPIs, and annual executive summaries.

● The system must accept and process eligibility data via electronic file feeds via

Workday Integration file.

8. Additional Support Services

• Access to children’s summer camps and other seasonal programs for use during annual, regular holiday breaks (including spring and winter breaks).

● Tutoring, education enrichment, and college prep services (i.e. academic support, test preparation, admissions guidance).

● Resources for special needs support, including provider networks and adaptive service listings.

● Home care: Cleaning, errands, odd jobs, etc

● Home management support services (i.e. house sitting for traveling or when a member is staying with a sick family member, housekeeping/cleaning, laundry services, technology and safety setup for security purposes)

● Discount program for goods and services.

Performance Standards

● Define SLAs for booking care, counselor response times, and backup care delivery.

● Specify claims processing timelines and validation protocols.

● Define escalation procedures for claims issues/exception requests and approval processes of marketing materials/communications

● Track KPIs: background-check frequency, credential status updates, audit logs, and re-credentialing triggers.

● Enforce system security measures (encryption, role-based access, audit logging, disaster recovery).

Transition and Implementation Plan

● Work closely with UMD to ensure a seamless transition of services from the current provider, if applicable, to the selected provider. Provide a detailed transition plan that includes timelines, key milestones, and assigned responsibilities.

● Prepare to go-live and launch services on March 22, 2026.

Affidavits over 200K; V.1 Revised 11-29-16 16

SECTION 5

Proposal and Contract Terms and Conditions

The University of Maryland Standard Terms and Conditions apply to University of Maryland College Park (UMD) procurements.

AFFIDAVITS, ADDENDA, AND FEDERAL FLOW DOWNS- The following affidavits, addenda, and Federal flow downs may apply to this Contract and will automatically attach based upon the nature of the procurement and/or funding source. All Affidavits and Addenda requiring signature must be completed by the Contractor and returned to the UMD Procurement and Business Services and must reference the associated Purchase Order Number or transaction number (if ordered by credit card).

UMD ACCESSIBILITY ADDENDUM (for any and all web-based deliverables (including, but not limited to, off the shelf software, custom developed software, and related goods or services used to create, maintain or update the University’s Web pages, Web content, Web-based applications, online instructional content, services and resources.)

UMD CONTRACT AND BID/PROPOSAL AFFIDAVITS (for all Contracts exceeding $200,000, Contractor shall execute the Bid/Proposal and Contract Affidavit required by the University, which shall be in substantially the same form as the Maryland forms at the time the Contract is executed by the University. Additional University certifications may be required for Contracts of any dollar amount. Any additional required documents and certifications, not included herein, will be identified and provided by the Procurement Officer as part of the procurement process.)

UMD FEDERAL FLOW-DOWN CLAUSES (for any Contract funded by a federal contact, grant, or cooperative agreement.) https://purchase.umd.edu/umd-federal-uniform-guidance-flowdown-provisions or https://purchase.umd.edu/umd-federal-government-flowdown-provisions

UMD SECURE/SENSITIVE DATA ADDENDUM (for contracts involving sensitive data, including but not limited to Personal Data and identifiers, FERPA Data, Cardholder or other PCI Data, or Health Information.)

UMD PROCUREMENT INSURANCE ADDENDUM (for contracts over $200,000, or for work performed on University premises, or using equipment or facilities owned, occupied or used by the University, or as otherwise required by the University.)

SECTION 889 AFFIDAVIT (for procurements for equipment/devices or services that include video surveillance, cameras, telecommunications. This federally required affidavit must be completed by the Contractor and returned to the buyer.

ANTI-BRIBERY

Contractor warrants that neither it nor any of its officers, directors, or partners nor any of its employees who are directly involved in obtaining or performing contracts with any public body has been convicted of bribery, attempted bribery, or conspiracy to bribe under the laws of any state or of the federal government or has engaged in conduct since July 1, 1977, which would constitute bribery, attempted bribery, or conspiracy to bribe under the laws of any state or the federal government.

COMPLIANCE WITH LAWS

Contractor hereby represents and warrants that:

It is qualified to do business in the State of Maryland (whether a domestic business or a foreign corporation subject to registration under the Corporations and Associates Article of the Maryland Annotated Code) and that it will take such action as, from time to time hereafter, may be necessary to remain so qualified;

It is not in arrears with respect to the payment of any moneys due and owing the State of Maryland, or any department or unit thereof, including but not limited to the payment of taxes and employee benefits, and that it shall not become so in arrears during the term of this Contract;

It shall comply with all federal, State, and local laws, regulations, and ordinances applicable to its activities and obligations under this Contract, including but not necessarily limited to: Maryland Building Codes, Americans with Disabilities Act, and the Maryland Occupational Safety and Health Act and related regulations; and

It shall obtain, at its expense, all licenses, permits, insurance and governmental approvals, if any, necessary to the performance of its obligations under this Contract.

CONFIDENTIALITY; DISSEMINATION OF INFORMATION

Contractor shall not release any information related to services or performance of the services under this Contract, nor publish any final reports or documents without the prior written approval of the University. Contractor shall indemnify and hold harmless the State and the University, its officers, agents and employees from all harm which may be incurred by reason of dissemination, publication, distribution or circulation, in any manner whatsoever, of any information, data, documents, or materials pertaining in any way to this Contract by Contractor, its agents or employees.

CONFLICTING TERMS AND ORDER OF PRECEDENCE

Any proposal for terms in addition to or different from those set forth in the Solicitation or Contract or any attempt by the Contractor to vary any of the terms of this offer by Contractor's acceptance shall not operate as a rejection of this offer, unless such variance is in the terms of the description, quantity, price or delivery schedule, but shall be deemed a material alteration thereof, and this offer shall be deemed acceptable by the Contractor without the additional or different terms. If this Solicitation or Contract is an acceptance of a prior offer by the Contractor, the acceptance is expressly conditioned upon Contractor's assent to any additional or different terms contained herein. The Contractor understands and agrees that the terms and conditions of this Solicitation or Contract may not be waived.

In the event of a conflict, the University of Maryland's Terms and Conditions shall take precedence over any terms specifically identified in Contractor's proposal or any other forms or documents provided by Contractor. The University is not, and shall not be, bound by any other terms in or referenced by Contractor's proposal, invoices, form(s), or online terms and conditions unless such terms are specifically incorporated herein.

CONTRACTOR'S INVOICES

Contractor shall include the Purchase Order Number and its Taxpayer Identification Number on the face of each invoice billed to the University. Failure to provide this information on invoicing may result in delayed payment.

DELAYS AND EXTENSION OF TIME

The Contractor agrees to perform the work continuously and diligently and no charges or claims for damages shall be made by it for any delays or hindrances from any cause whatsoever during the progress of any portion of the work specified in this Contract.

Time extensions will be granted only for excusable delays that arise from unforeseeable causes beyond the control and without the fault or negligence of the Contractor, including but not restricted to, acts of God, acts of the public enemy, acts of the State in either its sovereign or contractual capacity, acts of another Contractor in the performance of a contract with the State, fires, floods, epidemics, quarantine restrictions, strikes, freight embargoes, or delays of subcontractors or suppliers arising from unforeseeable causes beyond the control and without the fault or negligence of either the Contractor or the subcontractors or suppliers.

DELIVERY AND ACCEPTANCE

Delivery shall be made in accordance with the specifications in the Solicitation and Contract. The University, in its sole discretion, may extend the time of performance for excusable delays due to unforeseeable causes beyond the Contractor's control. The University unilaterally may order in writing the suspension, delay, or interruption of performance hereunder. The University reserves the right to test any materials, equipment, supplies, or services delivered to determine if the specifications have been met.

Materials shall be delivered FOB to the point or points specified in the bid or proposal, on the date either agreed to in advance or specified in the bid or proposal. Any material that is defective or fails to meet the terms of the specifications may be rejected. Rejected materials shall be promptly replaced. If Contractor fails to promptly replace rejected materials, the University reserves the right to purchase replacement materials in the open market. Contractor shall be liable for costs to replace materials incurred by the University which exceed the bid proposal or Contract price, including expenses such as, but not necessarily limited to, shipping and delivery, if any.

DISPUTES

Pending resolution of a claim, the Contractor shall proceed diligently with the performance of the Contract in accordance with the Procurement Officer's decision.

DRUG AND ALCOHOL FREE WORKPLACE

The Contractor warrants that the Contractor shall comply with COMAR 21.11.08 (Drug and Alcohol Free Workplace), and that the Contractor shall remain in compliance throughout the term of this Contract.

EXPORT CONTROL

This Contract is subject to US export control regulations including, when applicable, the Export Administration Regulations (EAR), the International Traffic in Arms Regulations (ITAR), and the Office of Foreign Asset Control sanctions programs. Each party is responsible for compliance with applicable export and import regulations, and associated embargo and sanction regulations. If any of the materials or information to be furnished under this Contract is a controlled technology on the US Munitions List of the ITAR, Contractor must contact and receive written approval from the UMD Export Compliance Office (export@umd.edu) prior to acceptance of this Contract.

FERPA (FAMILY EDUCATION RIGHTS AND PRIVACY ACT) (applicable if Contractor will have access to, or be responsible for the storage, maintenance and security of, student personal identifiable information protected under FERPA. See, also, UMD SENSITIVE DATA ADDENDA)

The Parties agree to maintain the privacy and security of personally identifiable educational records and health information and to prevent disclosure in compliance with Federal laws.

GRAMM-LEACH BLILEY ACT OF 1999 (applicable if Contract pertains to financial services, banking, student loans or financial aid, or debt collection. See, also, UMD SENSITIVE DATA ADDENDA) The Contractor agrees that in performing its obligations under this Contract, the Contractor shall comply with all requirements of a non-affiliated third-party who receive a financial institution’s consumer or customer information, under the Gramm-Leach-Bliley Act of 1999 and applicable regulations thereto (the “GLB Act”), and other applicable federal and state consumer privacy acts, rules and regulations. Nonpublic personal information shall have the same meaning as that term is defined in the GLB Act.

The Contractor agrees to disclose such nonpublic personal information for the sole purpose of facilitating the Contractor’s performance of it duties and obligations under this Contract and will not disclose such nonpublic personal information to any other party unless such disclosure is (i) allowed by the GLB Act and consented to by the Customer, or (ii) compelled by law, in which case the Contractor will provide notice of such disclosure to the Costumer.

The Contractor represents and warrants that it will, for so long as it retains nonpublic personal information, implement and maintain in place the necessary information security policies and procedures for (i) protecting the confidentiality of such nonpublic person information, (ii) protecting against any anticipated threats or hazards to the security or integrity of such nonpublic personal information, and (iii) protecting against the unauthorized access to or use of such nonpublic personal information. These terms apply to all subcontractors employed by the Contractor who perform work under the scope of this agreement.

INDEMNIFICATION

The University shall not assume any obligation to indemnify, hold harmless, or pay attorneys' fees that may arise from or in any way be associated with the performance or operation of this agreement.

INSURANCE REQUIREMENTS (for all work performed on University premises, or using equipment or facilities owned, occupied or used by the University, or as otherwise required by the University). See INSURANCE ADDENDUM for details on limits.

1. The Contractor shall secure, pay the premiums for, and keep in force until the expirations of this Contract, and any renewal thereof, appropriate insurance for the goods and services provided. The amount of such coverages shall meet or exceed the minimum coverage specified by law, regulation, industry standard, or the Procurement Officer, whichever is greater.

2. All required insurance coverages must be acquired from insurers allowed to do business in the State of Maryland and acceptable to the University. The insurers must have a policyholders’ rating of “A-” or better, and a financial size of “Class VII” or better in the latest edition of Best’s Insurance Reports.

3. Policies must name the University of Maryland College Park and the University System of Maryland and their Board of Regents/Trustees, officers, employees, agents and volunteers as “Additional Insureds” on general liability and other policies and this must be reflected on the certificate of insurance, along with the Contract or Purchase Order number.

4. Contractor must provide a certificate of insurance which clearly states the types of coverage and limits prior to performing the work.

INTELLECTUAL PROPERTY

Contractor agrees to indemnify and save harmless the University, its officers, agents and employees with respect to any claim, action, costs or judgment for patent infringement, or trademark or copyright violation arising out of purchase or use of materials, supplies, equipment or services covered by this Contract.

INVESTMENT ACTIVITIES IN IRAN. Contractor, by accepting this order, certifies that it is not on the list of entities ineligible for award per Board of Public Works Advisory 2013-001, the full text of which is available at:https://bpw.maryland.gov/Pages/adv-2013-1.aspx.

Written certification shall be furnished to the Procurement Officer on demand.

MANDATORY REPORTING OF SUSPECTED CHILD ABUSE AND NEGLECT

Maryland law contains mandatory reporting requirements for all individuals who suspect child abuse or neglect. Contractors performing work on campus also must comply with USM Board of Regents (BOR) VI-1.50 – Policy on the Reporting of Suspected Child Abuse & Neglect, as well as the University Procedures for Reporting Suspected Child Abuse and Neglect. The above-referenced USM/University Policy and Procedures are available at the following link:

https://www.usmd.edu/regents/bylaws/SectionVI/ and are incorporated herein. The University reserves the right to terminate the Contract if Contractor fails to comply with the above-referenced policy or procedures, or if, in the judgment of the University, termination is necessary to protect the safety and welfare of children who come into contact with the University community.

MARYLAND LAW PREVAILS

This Contract shall be construed, interpreted and enforced according to the laws of the State of Maryland, without reference to its conflicts of law principles.

MODIFICATIONS AND AMENDMENTS

This Contract may be amended with the consent of both parties. Amendments may not significantly change the scope of the Contract. Changes to these terms and conditions may only be made by an authorized Procurement Officer in the Department of Procurement and Business Services.

MULTI-YEAR CONTRACTS CONTINGENT UPON APPROPRIATIONS

If the General Assembly fails to appropriate funds or if funds are not otherwise made available for continued performance for any fiscal period of this Contract succeeding the first fiscal period, this Contract shall be canceled automatically as of the beginning of the fiscal year for which funds were not appropriated or otherwise made available; provided, however, that this will not affect either the University's rights or the Contractor's rights under any termination provision in this Contract. The effect of termination of the Contract hereunder will be to discharge both the Contractor and the University from future performance of the Contract, but not from their rights and obligations existing at the time of termination. The Contractor shall be reimbursed for the reasonable value of any non-recurring costs incurred but not amortized in the price of the Contract. The University shall notify the Contractor as soon as it has knowledge that funds may not be available for the continuation of this Contract for each succeeding fiscal period beyond the first.

NON-DISCRIMINATION IN EMPLOYMENT

Contractor agrees to (a) not to discriminate in any manner against any employee or applicant for employment because of race, color, religion, creed, age, sex, sexual orientation, general identification, marital status, national origin, ancestry, genetic information or any otherwise unlawful use of characteristics, or disability of a qualified individual with a…