July 20, 2023

REQUEST FOR PROPOSAL

RP021-23

The Gwinnett County Board of Commissioners is soliciting competitive sealed proposals from qualified service providers for Provision of Safety, Health, and Loss Control Services on an Annual Contract with four

(4) one-year options to renew for the Departments of Financial Services.

Proposals must be returned in a sealed container marked on the outside with the Request for Proposal number and Company Name. Proposals will be received until 2:50 P.M. local time on August 21, 2023, at the Gwinnett County Financial Services - Purchasing Division – 2nd Floor, 75 Langley Drive, Lawrenceville, Georgia 30046. Any proposal received after this date and time will not be accepted. Proposals will be publicly opened and only names of submitting firms will be read at 3:00 P.M. A list of firms submitting proposals will be available the following business day on our website www.gwinnettcounty.com.

A WebEx pre-proposal conference is scheduled for 10:00 A.M. local time on August 7, 2023. To access, dial 408-418-9388, and enter Access Code 23475287260##. All service providers are urged to attend.

Questions regarding proposals should be directed to Casey Beauston, Purchasing Associate II, at casey.beauston@gwinnettcounty.com or by calling 770-822-7995, no later than 3:00 P.M. local time on August 9, 2023. Proposals are legal and binding upon the vendor when submitted. One (1) unbound, single-sided copy marked “original”, four (4) exact bound copies, and one (1) electronic copy (minus Cost Proposal) on a USB drive should be submitted.

Successful service provider will be required to meet insurance requirements. The Insurance Company should be authorized to do business in Georgia by the Georgia Insurance Department and must have an A.M. Best rating of A-5 or higher.

Gwinnett County does not discriminate on the basis of disability in the admission or access to its programs or activities. Any requests for reasonable accommodations required by individuals to fully participate in any open meeting, program or activity of Gwinnett County Government should be directed to the ADA Coordinator at the Gwinnett County Justice and Administration Center, 770-822-8165.

The written proposal documents supersede any verbal or written prior communications between the parties.

Selection criteria are outlined in the request for proposal documents. Gwinnett County reserves the right to reject any or all proposals to waive technicalities, and to make an award deemed in its best interest.

Award notification will be posted after award on the County website, www.gwinnettcounty.com, and companies submitting a proposal will be notified via email.

We look forward to your proposal and appreciate your interest in Gwinnett County.

Casey Beauston Purchasing Associate II

The following pages should be returned:

Service Provider Questionnaire, Pages 6-20 Service Provider Information, Page 21 Cost Proposal (separate sealed envelope), Page 22 References, Page 23 Code of Ethics, Page 26 Contractor Affidavit and Agreement, Page 27 http://www.gwinnettcounty.com/ mailto:casey.beauston@gwinnettcounty.com

RP021-23 Page 2

The Gwinnett County Board of Commissioners is interested in receiving Safety, Health, and Loss Control proposals for technical assistance in developing and conducting in-house training for approximately 5,000 employees, and general safety, health, and loss control consulting.

The relationship between the safety, health, and loss control representative(s) and Risk Manager is one of shared activities with the ultimate goal being the effective use of talents to achieve the most favorable results for the County.

The County feels that it is very important to develop a close relationship with the safety, health, and loss control the service provider(s). It is not required that representatives or companies provide a proposal on all sections of the Request for Proposal (RFP). The proposal will be broken down into two (2) sections. These sections are:

1. In-house safety, health, and loss control training

2. providing safety, health, and loss control general consulting

Each of these two (2) sections will be scored separately; each section may be awarded to a different service provider, or all sections may be awarded to one service provider. Gwinnett County will award this contract in its best interest.

If the top-rated service provider is unwilling to provide this service, the opportunity will be offered to another service provider in the order of ranking. The award shall be a one (1) year contract period beginning January 1, 2024, through December 31, 2024, with four (4) one-year options to renew.

Currently, Gwinnett County has one (1) safety officer. In the past, Gwinnett County had two (2) in-house safety officers on staff. These safety officers were responsible for conducting approximately 70 -100 safety classes, providing facility and crew inspections, investigating serious accidents, attending departmental safety committee meetings, writing safety, health, and loss control articles for the County Newsletter, and special projects.

I. Scope of Work

The work to be provided shall be on an “as needed” basis. Safety training classes will depend on the number of employees who sign up for classes. If the attendance is not adequate to provide a class, then the class will be cancelled or rescheduled. Gwinnett County has training material that will be provided to the awarded service provider(s) for training. However, the awarded service provider(s) will need to update this material as required.

Gwinnett County will also issue the required certificates.

II. Proposal Format: Tab 1 and Tab 2

The proposal should follow the format listed below. If a service provider will not be submitting a proposal for a specific section, please indicate on the first sheet following the tab. NOTE: Service providers are not required to propose on both tabs. Proposals may be submitted for Tab 1 only, Tab 2 only, or both tabs.

A. Tab 1: In-house Safety, Health, and Loss Control Training

The County plans to conduct twelve (12) defensive driving classes throughout the year (one per month) using the selected service provider. These classes must conform to the National Safety curriculum and instructors need to be licensed by the National Safety Council to conduct these classes. This class conforms to the six-hour class requirement. The County plans to conduct another eight (8) days of classes. The classes and days are listed on the attached 2024 Safety Class Schedule. The dates and times have already been scheduled. Because of the demand for space, these dates and times cannot be changed. It is possible that a class will be added, cancelled, or the space moved. This information will be provided in a timely manner. Gwinnett County books classes seven

(7) days in advance. If a class is booked by the County, the class will move forward. If the County feels there is insufficient participation in a given class, that class will be cancelled, and the instructor and class participants notified.

RP021-23 Page 3

Some of the classes the County teaches (see Tab 1 list of classes) have been approved by the State for Water and Wastewater Plant Operators and Lab Analysts licenses continuing education. The County desires to continue having the courses and instructor approved by the State so employees can continue acquiring CE credits. The County estimates approximately 140 hours of service provider-taught classes in 2024, with similar numbers being taught in each of the successive renewal years. These classes are taught at the Gwinnett County Justice and Administration Center, Corrections, Environmental Health Center, and Department of Water Resources facilities.

(See Tab 1 for a list of classes including our Defensive Driving class.)

Proposing service providers should include the following in their submission:

• Personnel qualifications

• An explanation of their approach, and understanding of the scope of work

• References o NOTE: References may be used for other sections if the work pertains to that specific section.

B. Tab 2: Providing Safety, Health, and Loss Control General Consulting (including Safety Inspections)

The County requires assistance in various areas of health, safety, and loss control that may arise. The Risk Manager needs to be able to contact the service provider and discuss possible solutions to various problems or situations. The County anticipates approximately 30 - 40 hours that the Risk Manager will need in 2024.

A portion of this Safety Consulting work may include performing facility inspections. Facility inspections are normally handled by the Gwinnett County Safety Officer. The County plans to have their five (5) major facilities inspected every year. These facilities are:

• Lanier Filter Plant

• Shoal Creek Filter Plant

• Yellow River Water Reclamation Facility

• Crooked Creek Water Reclamation Facility

• F. Wayne Hill Water Resources Center

On average, these inspections take about four (4) hours to complete.

Other facilities will be rotated and inspected every two (2) to five (5) years; these facilities could include but are not limited to parks and senior centers, fire stations, police precincts, detention center, offices, community centers, airport, animal shelters, and fleet maintenance. The County has various crews throughout the County doing repairs and maintenance. The Department of Water Resources has crews out making repairs and maintenance on water, sewer, and stormwater pipes. The Department of Transportation has crews maintaining traffic control devices, repairing roads, and maintaining road easements. The Department of Corrections has inmate crews out cutting grass in parks and other facilities, picking up trash along roads, etc. The County anticipates about 15 - 20 inspections of this type. These inspections should take no more than one (1) to two (2) hours on average.

• Personnel qualifications

• An explanation of their approach, and understanding of the scope of work

• References o NOTE: References may be used for other sections if the work pertains to that specific section.

III. General Requirements

The full cost for proposal preparation is to be borne by the proposing service provider. Proposals must be signed in ink by a service provider official who has authorization to commit company resources. The service provider is responsible for delivery of the proposal on or before the stated date and time on Page 1 of this solicitation.

RP021-23 Page 4

Proposal shall be submitted in a sealed envelope/package addressed to Gwinnett County Financial Services - Purchasing Division – 2nd Floor, 75 Langley Drive, Lawrenceville, Georgia 30046, and should be identified with proposal number, date of opening, and service provider name on the outside of the package. One (1) unbound original (secured with binder clip or rubber band) and four (4) exact, bound copies of the Technical Proposal should be submitted. One (1) original and four (4) copies of the Cost Proposal should be submitted. All copies of the Technical & Cost Proposals must be identical. The Technical Proposal and Cost Proposal should be enclosed in a sealed package.

Within the sealed package, the Cost Proposal must be enclosed in another separate sealed envelope and marked “COST PROPOSAL.” All proposals and supporting materials as well as correspondence relating to this RFP become the property of Gwinnett County when received. Any proprietary information contained in the proposal should be indicated as such; however, a general indication that the entire contents, or a major portion, of the proposal is proprietary will not be honored.

Gwinnett County requests that written questions pertaining to the proposal be submitted to the contact person, listed below, at least two (2) business days prior to the Pre-Proposal Conference. Verbal questions will also be discussed at this conference. If changes to the RFP are required, they will be contained in an addendum. There is no intention to write and issue minutes of the Pre-Proposal Conference; however, all addenda will be posted on the Gwinnett County website, www.gwinnettcounty.com. If service providers require additional information concerning the proposal or the procurement process, please make such inquiries to Casey Beauston, Purchase Associate II, at (770) 822-7995 or casey.beauston@gwinnettcounty.com.

Individuals, firms, and businesses seeking an award of a Gwinnett County contract may not initiate or continue any verbal or written communications regarding a solicitation with any County officer, elected official, employee, or other County representative without permission of the Purchasing Associate named in the solicitation between the date of the issuance of the solicitation and the date of the final contract award by the Board of Commissioners. Violations will be reviewed by the Purchasing Director. If determined that such communication has compromised the competitive process, the offer submitted by the individual, firm, or business may be disqualified from consideration for award.

The awarded service provider(s) will be required, within ten (10) days of the Notice to Award, to provide the following:

• Certificate of Insurance as specified in the proposal documents

• Two (2) original, properly executed contract documents

Failure to provide the above documents within ten (10) days may be just cause for the annulment of the award. At the discretion of the County, the award may then be made to the next highest-scoring responsible proposer.

The County asks that proposers include any exceptions to contract, terms and conditions, or proposal requirements in their submittal.

The awarded service provider(s) shall provide coverage for the entire term of the contract as per the attached insurance requirements.

mailto:casey.beauston@gwinnettcounty.com

RP021-23 Page 5

IV. Criteria

Each of these two (2) sections (Tab 1 and Tab 2) will be scored separately based on the criteria stated below. The County will assemble an Evaluation Team to conduct the scoring.

Selection of Service Provider(s)

Criteria Points

Personnel Qualifications: Provide qualifications and experience of personnel to conduct training, inspections, attend safety meeting, write safety articles and provide periodic consulting services.

Approach and understanding of scope of work: Clearly state your understanding of the work to be performed, including your company’s approach for implementation, and documenting a plan of action to include staffing.

3 References: Provide three (3) references where the requested types of services have been completed. 10

4 Cost (submitted in a separate sealed envelope) 50 Sub-Total 100

Optional Interview 10

Total (with Interview) 110

Step 1: The Evaluation Team will evaluate criteria as described above, and score and rank the proposals. After this scoring, the Evaluation Team may shortlist any number of the highest-ranking proposers, and they may advance to Step 2.

Step 2: The Evaluation Team will open only the Cost Proposals of the firms that have advanced to Step 2; the Cost Proposals will then be and scored and ranked. The results will then be combined with the Step 1 scores of the proposers who advanced to Step 2. After this scoring, a number of the highest-ranking proposers may advance to Step 3 of the evaluation process and be invited to interview and/or provide a presentation. The number of proposers who advance to the Step 3 will be at the discretion of the Evaluation Team. The Evaluation Team may choose to make an award without conducting any interviews and/or presentations.

Step 3: At the discretion of the Evaluation Team, interviews and/or presentations may be conducted. If the County exercises this option, a maximum of ten (10) additional points may be assigned.

The Evaluation Team may request clarification or additional information during the evaluation process. All costs related to proposal submittal and interview (if required) will be borne by the Service Provider. Gwinnett County reserves the right to negotiate optional scope of work items and fees with the highest-ranking Service Provider. If a satisfactory Contract cannot be negotiated with the highest-ranked proposer, negotiations shall then be undertaken with the second-ranked proposer, and so on until a satisfactory agreement is reached.

RP021-23 Page 6

SERVICE PROVIDER QUESTIONNAIRE – TAB 1

COMPANY NAME

Tab 1: In-house Safety, Health, and Loss Control Training

Service providers should complete this questionnaire based on the activities of their local office unless the instructions provide otherwise. If expertise from other offices will be available and/or necessary in servicing the County’s requirement, please specify these services, the offices, and personnel to be involved. Do not include the services of any insurance companies unless the service provider owns the company or has an exclusive contract with the company. Service providers should include a copy of their annual report when returning this questionnaire, and any other material describing their services and organizations that they believe may be appropriate.

Date:

1. Name of Service Provider:

Address and location of all offices (use separate sheet if necessary):

Telephone number of local office:

Fax number of local office:

Date Service Provider was established:

2. Provide the names of personnel that will be providing services; number of years they have been with the service provider; and years as a Health, Safety, and Loss Control Representative/Engineer (use separate sheet if necessary).

If selected, what type of guarantee can you give the Gwinnett County Board of Commissioners, excluding termination, promotion, or transfer that the personnel assigned to our account will continue to service our account?

RP021-23 Page 7

Should a personnel member working or assigned to the County’s account resigns, is terminated, or is unable to work, describe how the member would be replaced and what assurances the County would have of them being properly licensed for our account.

3. How many employees are in the local office?

a. Number designated: CSP CIH Other

4. State insurance carried to protect the your company and clients, as follows:

Limit Insurer

a. Professional Liability/Errors & Omissions

General Liability

Auto Liability [If vehicle(s) is/are in service provider’s name]

Workers’ Compensation

b. Will you submit Certificate of Insurance if requested?

Yes No

c. Will you add the Gwinnett County Board of Commissioners as additional insured to the general liability policy?

5. Certification

a. Are all the employees who could teach the National Safety Defensive Driving Course certified or licensed with the National Safety Council to teach this course? If not, please explain.

RP021-23 Page 8

b. Are you certified by the State to teach safety classes (see attached list) that are approved by the State for Water and Wastewater Plant Operators and Lab Analysts continuing education license requirements? If not, please explain, and state whether you can obtain the State’s approval.

6. Do you comply with the requirements of the Equal Employment Opportunity Act, as amended?

a. Can your staff provide training services in risk and loss control as outlined and on the days and times specified?

Describe:

b. Please indicate if you have staff capable of training any of these classes:

National Safety Council Defensive Driving:

Yes

No

Back Injury Prevention:

Eye Injury Prevention:

Bloodborne Pathogens:

Hearing Conservation:

Hand/Power Tool Class:

Logout/Tagout:

Fall Protection:

Work Place Violence:

Trench Safety:

Confined Space Safety:

Arc Flash Safety:

Compressed Gas Safety:

Respirator Training:

Right to Know/Haz Comm:

Office Safety & Ergonomics:

RP021-23 Page 9

Gator /ATV Safety:

Poisonous Plant:

Sun/Heat Training:

Workzone Safety:

Workzone Safety 2 Day Certification:

7. Please list the number of governmental clients for which your company performs health, safety, and loss control services.

# of Clients Type of Services

Counties

Cities

Schools

Airports

Authorities

Other

Do you provide any of the services outlined in the RFP for counties that have over 5,000 employees and an operating budget over $1,000,000,000? Yes No If so, how many?

8. Will you operate on a fee basis for all services except hourly consulting? (Yes/No) If no, please describe how your firm's compensation will be determined.

9. What special experience, knowledge, or resources might make your firm superior to other firms? How would your firm provide any unusual or unique value to the County?

RP021-23 Page 10

10. The County would pay the yearly fees out of the appropriate year’s Risk Management Budget. This budget is not approved by the Board of Commissioners until the first Tuesday meeting in January. Once the budget is approved, the County will be able to pay for any services. Are you willing to bill the County on a monthly basis and receive payment either at the end of the month or the next month?

11. References: Please list by name, location, approximate annual premium (if not confidential), and services rendered to your three (3) largest governmental accounts which are similar to Gwinnett County in size and scope of operations. Also, please give the name, phone number, and email address of each reference.

Proposers may use a separate sheet if necessary. Please ensure all contact information is correct before listing.

1.

2.

3.

12. Please review the sample contract attached in this proposal and indicate if your firm is willing to accept.

If this contract is not acceptable, list the changes you would propose.

13. If your firm is selected and awarded a line of coverage or several lines of coverage, can you “guarantee” the County renewal pricing by October 20th of each year?

RP021-23 Page 11

Tab 1 - In-house Safety, Health, and Loss Control Training Information

SAFETY CLASSES & DESCRIPTIONS

Safety Awareness/Accident Investigation (2.0 hr)

Provides attendees with consistent, structured approach for identifying the causes of injuries and damage. Identifies Hazard Controls that management possesses and ways in which those controls can be faulty. Reviews common deficiencies in past investigation reports, provides role-playing in accident investigation. Points out factors that are often neglected in reports on routine accidents.

Identifies statements that are of no value when used to correct unsafe acts/conditions.

Back Injury Preventions (2.0 hr)

Provides an understanding of the primary causes of back injury and the way the back is most frequently damaged. Stresses and informs about correct lifting/sitting technique as well as providing exercises which can promote the health and comfort of your back. Discusses Ergonomics, what it is and why it’s important to your back. Reviews back belt usage.

Bloodborne Pathogens (1.0 hr)

Class provides basic information on the ways that bloodborne pathogens (specifically AIDS and Hepatitis B, Hepatitis C) are transmitted, the risk factors for various types of occupations, and the ways in which the risk of disease transmission can be minimized. Class also covers current laws on various issues related to these diseases.

Confined Space Safety (3.0 hr)

Course educates participants on how to identify, monitor and control confined space environments so that work can be conducted safely. Provides information on the hazards that can be encountered in confined space environments Review of OSHA Confined Space Standard.

Compressed Gas Safety (2.0 hr)

Course provides information on some of the hazards of commonly used compressed industrial gases and the care and handling of compressed gas cylinders. Gases discussed include chlorine, oxygen, acetylene, propane and helium.

Defensive Driving (6.0 hr)

Reminds participants of good driving habits. Provides drivers with ways to reduce their chances of being involved in auto accidents by implementing certain driving strategies and techniques. Certificate, which may affect auto insurance rates, is awarded for successful participation and is normally good for two years (some insurance may allow a three-year period, please check with your insurer).

Eye Safety (1.0 hr)

Emphasizes the sense of sight and demonstrates the actual difficulties encountered with its loss.

Evaluates specific eyewear for particular tasks and the incorrect use of some eyewear. First Aid for eye injuries is covered.

Equipment Lockout/Tagout Procedure (2.0 hr)

Covers OSHA’s Lockout/Tagout Standard. Provides information on perhaps the single most important and effective means of preventing electrical and mechanical injuries on the job. Applies to both industrial and office settings.

Gator ATV Utility Vehicle Safety (1.5 hr)

Class covers the primary functions and proper operation of the 4-wheel and 6-wheel Gator Utility Vehicle and covers payload capacities, proper load distribution, maneuvering on hills and maintenance schedules.

RP021-23 Page 12

Emergency Plan (2.5 hr)

Provides an overview of the basic factors composing our Emergency Plans for buildings. Covers such matters as alarm responses, duties of Monitors and Guides during alarms, locations of evacuation assembly points and tornado shelters, chemical releases, bomb threats, and other issues.

Hand and Power Tool Safety (2.0 hr)

Describes classic hand related injuries and practical techniques for avoiding hand injuries. Covers good tips for tool selection and care of tools. Power tools, powder tools, jacks and striking tools are covered. Deals with the specifics of protective equipment selection.

Right to Know/Hazard Communication (3.0 hr)

Class covers the primary factors of the OSHA Hazard Communication Standard which stipulates that employees have the right-to-know, and employers have the obligation to train and inform, about any harmful effects, which may result from the chemicals they are exposed to in the workplace. Use of the SDS (Safety Data Sheets for specific chemicals) is emphasized as a basic source of information on possible health hazards and as a quid to personnel protective equipment and fire/emergency response. Other issues such as required container labeling are addressed.

Hearing Conservation (2.0 hr)

Describes the various factors that may cause hearing loss. Explains how the ear functions and may malfunction. Explains how sound is measured, how it affects hearing, and how noise related deafness can be prevented.

Sun/Heat Stress (1.0 hr)

Description of the basis, symptoms, and prevention of heat related illness. Discussion of physical problems that may be confused with heat stress. Reviews the many factors that must be taken into account related to health issues due to heat. The basic principles of heat stress prevention are emphasized.

Office Safety and Ergonomics (2.0 hr)

Goes beyond discussion of common office accidents such as slips, trips, falls and paper cuts.

Promotes understanding of lock out procedure, types and use of fire extinguishers, on-premise traffic problems, hazards encountered with office equipment, materials and furniture and an overview of the risk management process. Second half of class discusses workstation set up to reduce injuries (ergonomics).

Poisonous Plants (1.0 - 2.0 hr) Provides ways of identifying the three most common poisonous plants in our area, their habitats, how contamination occurs and a means of prevention. Points out plants which may be mistakenly confused with poisonous plants. Weather permitting, several of these plants will be observed during a brief tour of their natural environment.

Respirator Training (2.5 hr)

Provides an overview of the OSHA respirator standard. When respirators should be worn, what is required prior to use, discusses respirator selection and what is required post use. Supervisors are strongly encouraged to attend this class. Employees that have met all prerequisites for respirator use may come to this class for fit testing.

Trenching and Shoring Safety (3.0 hr) Provides insight into the natural and man-man hazards created by excavation work in general and trenching in particular. Describes soil characteristics and gives information on local soils. Reviews OSHA Final Rule on Excavation and discusses the trench injury and death cases as reported in local newspapers. Strongly emphasizes the action level on trench depth and the only three approved options for protecting workers in trenches.

RP021-23 Page 13

Safety Awareness (1.0 hr)

Educates attendees on basic safety concepts. Root causes and solutions examined. Accident costs and effects examined. Class reviews Job Hazard Analysis process. Participants team up to compete in communication and safety hazard awareness contests.

Workplace Violence Prevention (2.5 hr)

Class content identifies some perceptional causes of anger. Other issues discussed include physical and mental techniques one can personally use to help maintain self-control as well as techniques that may help to diffuse or redirect anger in others. Principals of organizational violence and threat handling are discussed.

Fall Protection (2.0 hr) Safety Leadership (7.0 hr)

Class Points Hand Safety 2 CPR/1st Aid 4 Bloodborne Pathogens 2 Back Safety 2 Eye Safety 2 Excavation Safety 2 Confined Space Safety 4 Lockout/Tagout 1 OSHA Hazard Communication Standard 4 Aqueducts 2 Treatment Plant Operations 2 Development of City Water 2 Sewers 2 Incident Command Systems 700 2 Incident Command Systems 100 2 High Risk Electrical Safety 1 Flagging Certification 2 OSHA 10 hour Safety 6

State of Georgia Classes Currently Approved for Recertification Points

RP021-23 Page 14

SAFETY CLASSES TAUGHT BY OUTSIDE SERVICE PROVIDER

Date Day of Week Time(s) Class Name

Outside Instructor Day Count

Estimated Outside

Instructor hours

1/9/2024 Tuesday 0830-1630 Defensive Driving 1 8 2/15/2024 Thursday 0830-1630 Defensive Driving 2 8 2/22/2024 Thursday 0830-1030 Lockout Tagout 3 2 2/22/2024 Thursday 1030-1230 Fall Protection 3 2 3/5/2024 Tuesday 0830-1630 Defensive Driving 4 8

3/12/2024 Tuesday 0830-1130 Safety

Awareness/Accident Investigation

5 3

3/12/2024 Tuesday 1300-1530 Workplace Violence 5 2.5 4/11/2024 Thursday 0830-1030 Hand Power Tool 6 2 4/11/2024 Thursday 1030-1130 Sun Heat 6 2 4/18/2024 Thursday 0830-1630 Defensive Driving 7 8 5/23/2024 Thursday 0830-1630 Defensive Driving 8 8 6/13/2024 Thursday 0830-1030 Lockout Tagout 9 3 6/13/2024 Thursday 1030-1230 Fall Protection 9 2 6/20/2024 Thursday 0830-1630 Defensive Driving 10 8 7/11/2024 Thursday 0830-1630 Defensive Driving 11 8 8/8/2024 Thursday 0830-1200 Trench Safety 12 3.5 8/8/2024 Thursday 1300-1600 Confined Space 12 3

8/13/2024 Tuesday 0830-1630 Defensive Driving 13 8 9/12/2024 Thursday 0830-1630 Defensive Driving 14 8 9/19/2024 Thursday 0830-1030 Hand Power Tool 15 2 9/19/2024 Thursday 1030-1230 Hearing Conservation 15 2 9/26/2024 Thursday 0830-1630 Defensive Driving 16 8 10/3/2024 Thursday 0830-1630 Defensive Driving 17 8

10/17/2024 Thursday 0830-1130 Safety

Awareness/Accident Investigation

18 3

10/17/2024 Thursday 1300-1530 Workplace Violence 18 2.5 10/31/2024 Thursday 0830-1630 Defensive Driving 19 8 12/3/2024 Tuesday 0830-1630 Defensive Driving 20 8

RP021-23 Page 15

2024 SAFETY CLASS SCHEDULE

Date Day of Week Time(s) Class Name Outside Instructor Day Count

1/9/2024 Tuesday 0830-1630 Defensive Driving 1

1/11/2024 Thursday 0830-1200 & 1300-1630 CPR County instructor

1/12/2024 Friday 0830-1630 Defensive Driving County instructor 1/23/2024 Tuesday 0830-1630 Defensive Driving County instructor 2/8/2024 Thursday 0830-1630 Defensive Driving County instructor

2/15/2024 Thursday 0830-1630 Defensive Driving 2 2/21/2024 Wednesday 0830-1630 Defensive Driving County instructor 2/22/2024 Thursday 0830-1030 Lockout Tagout 3 2/22/2024 Thursday 1030-1230 Fall Protection 3 2/22/2024 Thursday 1400-1530 Ladder Safety County instructor 3/5/2024 Tuesday 0830-1630 Defensive Driving 4

3/7/2024 Thursday 0830-1200 & 1300-1630 CPR County instructor

3/12/2024 Tuesday 0830-1130 Safety Awareness/Accident Investigation 5

3/12/2024 Tuesday 1300-1530 Workplace Violence 5 3/14/2024 Thursday 0830-1630 Defensive Driving County instructor 3/22/2024 Friday 0830-1630 Defensive Driving County instructor 4/4/2024 Thursday 0830-1630 Defensive Driving County instructor

4/10/2024 Wednesday 0830-1630 Defensive Driving County instructor 4/11/2024 Thursday 0830-1030 Hand Power Tool 6 4/11/2024 Thursday 1030-1130 Sun Heat 6 4/11/2024 Thursday 1300-1500 Hearing Conservation County instructor 4/18/2024 Thursday 0830-1630 Defensive Driving 7

5/9/2024 Thursday 0830-1200 & 1300-1630 CPR County instructor

5/16/2024 Thursday 0830-1630 Defensive Driving County instructor

5/17/2024 Friday 0830-1130 Right to Know/Hazard Communication County instructor

5/17/2024 Friday 1300-1400 Office Safety County instructor 5/17/2024 Friday 1430-1600 Ergonomics County instructor 5/22/2024 Wednesday 0830-1630 Defensive Driving County instructor 5/23/2024 Thursday 0830-1630 Defensive Driving 8

6/4/2024 Tuesday 0830-1130 Safety Awareness/Accident Investigation County instructor

6/4/2024 Tuesday 1230-1430 Office Safety & Ergonomics County instructor 6/4/2024 Tuesday 1430-1630 Compressed Gas County instructor 6/6/2024 Thursday 0830-1630 Defensive Driving County instructor

6/13/2024 Thursday 0830-1030 Lockout Tagout 9 6/13/2024 Thursday 1030-1230 Fall Protection 9 6/13/2024 Thursday 1400-1530 Ladder Safety County instructor

RP021-23 Page 16

6/19/2024 Wednesday 0830-1630 Defensive Driving County instructor 6/20/2024 Thursday 0830-1630 Defensive Driving 10 6/27/2024 Thursday 0830-1630 Defensive Driving County instructor 7/11/2024 Thursday 0830-1630 Defensive Driving 11 7/12/2024 Friday 0830-1630 Defensive Driving County instructor 7/16/2024 Tuesday 0830-1030 Back Injury Prevention County instructor 7/16/2024 Tuesday 1030-1130 Eye Injury Prevention County instructor 7/16/2024 Tuesday 1130-1230 Bloodborne Pathogens County instructor 7/16/2024 Tuesday 1330 - 1530 Hearing Conservation County instructor 7/17/2024 Wednesday 0830-1630 Defensive Driving County instructor 7/17/2024 Wednesday 1300 - 1600 Advanced Incident Investigation County instructor 8/8/2024 Thursday 0830-1200 Trench Safety 12 8/8/2024 Thursday 1300-1600 Confined Space 12

8/13/2024 Tuesday 0830-1630 Defensive Driving 13 8/22/2024 Thursday 0830-1630 Defensive Driving County instructor 8/23/2024 Friday 0830-1630 Defensive Driving County instructor 9/10/2024 Tuesday 0830-1630 Defensive Driving County instructor 9/12/2024 Thursday 0830-1630 Defensive Driving 14

9/17/2024 Tuesday 0830-1200 & 1300-1630 CPR County instructor

9/18/2024 Wednesday 0830-1630 Defensive Driving County instructor 9/19/2024 Thursday 0830-1030 Hand Power Tool 15 9/19/2024 Thursday 1030-1230 Hearing Conservation 15 9/26/2024 Thursday 0830-1630 Defensive Driving 16 10/3/2024 Thursday 0830-1630 Defensive Driving 17

10/11/2024 Friday 0830-1630 Defensive Driving County instructor

10/15/2024 Tuesday 0830-1200 & 1300-1630 CPR County instructor

10/17/2024 Thursday 0830-1130 Safety Awareness/Accident Investigation 18

10/17/2024 Thursday 1300-1530 Workplace Violence 18 10/22/2024 Tuesday 0830-1630 Defensive Driving County instructor 10/31/2024 Thursday 0830-1630 Defensive Driving 19 11/6/2024 Wednesday 0830-1630 Defensive Driving County instructor

11/12/2024 Tuesday 0830-1200 & 1300-1630 CPR County instructor

11/13/2024 Wednesday 0830-1130 Right to Know/Hazard Communication County instructor

11/13/2024 Wednesday 1300-1400 Office Safety County instructor 11/13/2024 Wednesday 1430-1600 Ergonomics County instructor 11/14/2024 Thursday 0830-1630 Defensive Driving County instructor 12/3/2024 Tuesday 0830-1630 Defensive Driving 20

12/5/2024 Thursday 0830-1200 & 1300-1630 CPR County instructor

12/6/2024 Friday 0830-1630 Defensive Driving County instructor 12/12/2024 Thursday 0830-1630 Defensive Driving County instructor

RP021-23 Page 17

SERVICE PROVIDER QUESTIONNAIRE – TAB 2

Tab 2: Providing Safety, Health, and Loss Control General Consulting (including Safety Inspections)

Service providers should complete this questionnaire based on the activities of their local office unless the instructions provide otherwise. If expertise from other offices will be available and/or necessary in servicing the County’s requirement, please specify these services, the offices, and personnel to be involved. Do not include the services of any insurance companies unless the service provider owns the company or has an exclusive contract with the company. Service providers should include a copy of their annual report when returning this questionnaire, and any other material describing their services and organizations that they believe may be appropriate.

Date:

1. Name of Service Provider:

Address and location of all offices (use separate sheet if necessary):

Telephone number of local office:

Fax number of local office:

Date Service Provider was established:

2. Provide the names of personnel that will be providing services; number of years they have been with the service provider; and years as a Health, Safety, and Loss Control Representative/Engineer (use separate sheet if necessary).

If selected, what type of guarantee can you give the Gwinnett County Board of Commissioners, excluding termination, promotion, or transfer that the personnel assigned to our account will continue to service our account?

RP021-23 Page 18

Should a personnel member working or assigned to the County’s account resigns, is terminated, or is unable to work, describe how the member would be replaced and what assurances the County would have of them being properly licensed for our account.

3. How many employees are in the local office?

a. Number designated: CSP CIH Other

4. State insurance carried to protect the your company and clients, as follows:

Limit Insurer

a. Professional Liability/Errors & Omissions

General Liability

Auto Liability [If vehicle(s) is/are in service provider’s name]

Workers’ Compensation

b. Will you submit Certificate of Insurance if requested?

c. Will you add the Gwinnett County Board of Commissioners as additional insured to the general liability policy?

5. Do you comply with the requirements of the Equal Employment Opportunity Act, as amended?

RP021-23 Page 19

6. Please list the number of governmental clients for which your company performs health, safety, and loss control services.

# of Clients Type of Services

Counties

Cities

Schools

Airports

Authorities

Do you provide any of the services outlined in the RFP for counties that have over 5,000 employees and an operating budget over $1,000,000,000? Yes No If so, how many?

7. Will you operate on a fee basis for all services except hourly consulting? (Yes/No) If no, please describe how your firm's compensation will be determined.

8. What special experience, knowledge, or resources might make your firm superior to other firms? How would your firm provide any unusual or unique value to the County?

9. The County would pay the yearly fees out of the appropriate year’s Risk Management Budget. This budget is not approved by the Board of Commissioners until the first Tuesday meeting in January. Once the budget is approved, the County will be able to pay for any services. Are you willing to bill the County on a monthly basis and receive payment either at the end of the month or the next month?

RP021-23 Page 20

10. References: Please list by name, location, approximate annual premium (if not confidential), and services rendered to your three (3) largest governmental accounts which are similar to Gwinnett County in size and scope of operations. Also, please give the name, phone number, and email address of each reference.

Proposers may use a separate sheet if necessary. Please ensure all contact information is correct before listing.

1.

2.

3.

11. Please review the sample contract attached in this proposal and indicate if your firm is willing to accept.

If this contract is not acceptable, list the changes you would propose.

12. If your firm is selected and awarded a line of coverage or several lines of coverage, can you “guarantee” the County renewal pricing by October 20th of each year?

RP021-23 Page 21

SERVICE PROVIDER INFORMATION

NOTE: Service providers must return this page with their technical proposal submittal (not their cost proposal).

In compliance with the attached specifications, the undersigned offers and agrees, within ninety (90) days of the date of quote opening, to furnish any or all of the items upon which prices are quoted, at the price set opposite each item, delivered to the designated point(s) within the time specified in the quote schedule. By submission of this quote, I understand that Gwinnett County uses Electronic Payments for remittance of goods and services. Vendors should select their preferred method of electronic payment upon notice of award. For more information on electronic payments, please refer to the Electronic Payment information in the instructions to bidders.

Legal Business Name

Address

Does your company currently have a location within Gwinnett County? Yes No

Representative Signature Printed Name

Telephone Number Fax Number

Email Address

Certification of Non-Collusion in Quote Preparation Signature Date

The undersigned acknowledges receipt of the following addenda, listed by number and date appearing on each:

Addendum No. Date Addendum No. Date

The County requires that all who enter into a contract for the physical performance of services with the County must satisfy O.C.G.A. § 13-10-91 and Rule 300-10-1-.02, in all manner, and such are conditions of the contract.

http://www.gwinnettcounty.com/portal/gwinnett/Departments/FinancialServices/Treasury/

RP021-23 Page 22

COST PROPOSAL

FAILURE TO RETURN THIS PAGE OF THE PROPOSAL MAY RESULT IN REJECTION OF PROPOSAL

(COST PROPOSAL IS TO BE SUBMITTED IN A SEPARATE SEALED ENVELOPE.)

Description Rates

Safety Training $ per day $ per hour

Consulting $ per hour

Gwinnett County requires pricing to remain firm for the duration of the initial term of the contract. Failure to hold firm pricing for the initial term of the contract will be sufficient cause for Gwinnett County to declare proposal non-responsive. Contract to begin January 1, 2024, with prior approval from the Board of Commissioners.

Unless otherwise noted, quoted prices will remain firm for four (4) additional 12-month periods. If a percentage increase/decrease is a part of the renewal options, please note this in the space provided together with an explanation.

Renewal Option 1: % Increase % Decrease Explanation Renewal Option 2: % Increase % Decrease Explanation Renewal Option 3: % Increase % Decrease Explanation Renewal Option 4: % Increase % Decrease Explanation

RP021-23 Page 23

FAILURE TO RETURN THIS PAGE AS PART OF YOUR PROPOSAL DOCUMENT MAY RESULT IN REJECTION

OF PROPOSAL

REFERENCES

Gwinnett County requests a minimum of three (3) references where work of a similar size and scope has been completed.

Note: References should be customized for each project, rather than submitting the same set of references for every project bid. The references listed should be of similar size and scope of the project being bid on.

Do not submit a project list in lieu of this form.

1. Company Name

Brief Description of Project

Completion Date

Contract Amount $ Start Dates

Contact Person Telephone

E-Mail Address

2. Company Name

Completion Date

Contract Amount $ Start Date

3. Company Name

Completion Date

Contract Amount $ Start Date

RP021-23 Page 24

PROFESSIONAL SERVICES INSURANCE REQUIREMENTS

(For projects less than $5,000,000)

1. Statutory Workers' Compensation Insurance

(a) Employers Liability:

Bodily Injury by Accident - $100,000 each accident Bodily Injury by Disease - $500,000 policy limit Bodily Injury by Disease - $100,000 each employee

2. Commercial General Liability Insurance

(a) $1,000,000 limit of liability per occurrence for bodily injury and property damage

(b) The following additional coverage must apply:

1986 (or later) ISO Commercial General Liability Form Dedicated Limits per Project Site or Location (CG 25 03 or CG 25 04) Additional Insured Endorsement (Form B CG 20 10 with a modification for completed operations or a separate endorsement covering Completed Operations) Blanket Contractual Liability Broad Form Property Damage Severability of Interest Underground, explosion, and collapse coverage Personal Injury (deleting both contractual and employee exclusions) Incidental Medical Malpractice Hostile Fire Pollution Wording

3. Auto Liability Insurance

(a) $500,000 limit of liability per occurrence for bodily injury and property damage

(b) Comprehensive form covering all owned, nonowned, leased, hired, and borrowed vehicles

(c) Additional Insured Endorsement

(d) Contractual Liability

4. Professional Liability Insurance - $1,000,000 (project specific for the Gwinnett County project) limit of liability per claim/aggregate or a limit of $1,000,000 per occurrence and $2,000,000 aggregate or a claim/aggregate limit of $3,000,000 per occurrence and $3,000,000 aggregate.

Insurance company must be authorized to do business in the State of Georgia.

Dedicated Limits per Project Site or Location (CG 25 03 or CG 25 04 or some other form)

5. Gwinnett County Board of Commissioners (and any applicable Authority) should be shown as an additional insured on General Liability and Auto Liability policies.

6. The cancellation should provide 10 days notice for nonpayment and 30 days notice of cancellation.

7. Certificate Holder should read:

Gwinnett County Board of Commissioners 75 Langley Drive Lawrenceville, GA 30046-6935

8. Insurance Company, except Worker' Compensation carrier, must have an A.M. Best Rating of A-5 or higher.

Certain Workers' Comp funds may be acceptable by the approval of the Insurance Unit. European markets including those based in London and domestic surplus lines markets that operate on a non-admitted basis are exempt from this requirement provided that the contractor’s broker/agent can provide financial data to establish that a market is equal to or exceeds the financial strengths associated with the A.M. Best’s rating of A-5 or better.

RP021-23 Page 25

9. Insurance Company should be licensed to do business by the Georgia Department of Insurance.

*See above note regarding Professional Liability

10. Certificates of Insurance, and any subsequent renewals, must reference specific bid/contract by project name and project/bid number.

11. The Contractor shall agree to provide complete certified copies of current insurance policy (ies) or a certified letter from the insurance company (ies) if requested by the County to verify the compliance with these insurance requirements.

12. All insurance coverages required to be provided by the Contractor will be primary over any insurance program carried by the County.

13. Contractor shall incorporate a copy of the insurance requirements as herein provided in each and every subcontract with each and every Subcontractor in any tier, and shall require each and every Subcontractor of any tier to comply with all such requirements. Contractor agrees that if for any reason Subcontractor fails to procure and maintain insurance as required, all such required Insurance shall be procured and maintained by Contractor at Contractor's expense.

14. No Contractor or Subcontractor shall commence any work of any kind under this Contract until all insurance requirements contained in this Contract have been complied with and until evidence of such compliance satisfactory to Gwinnett County as to form and content has been filed with Gwinnett County. The Acord Certificate of Insurance or a preapproved substitute is the required form in all cases where reference is made to a Certificate of Insurance or an approved substitute.

15. The Contractor shall agree to waive all rights of subrogation against the County, the Board of Commissioners, its officers, officials, employees, and volunteers from losses arising from work performed by the contractor for the County.

16. Special Form Contractors’ Equipment and Contents Insurance covering owned, used, and leased equipment, tools, supplies, and contents required to perform the services called for in the Contract. The coverage must be on a replacement cost basis. The County will be included as a Loss Payee in this coverage for County owned equipment, tools, supplies, and contents.

17. The Contractor shall make available to the County, through its records or records of their insurer, information regarding a specific claim related to any County project. Any loss run information available from the contractor or their insurer relating to a County project will be made available to the county upon their request.

18. Compliance by the Contractor and all subcontractors with the foregoing requirements as to carrying insurance shall not relieve the Contractor and all Subcontractors of their liability provisions of the Contract.

19. The Contractor and all Subcontractors are to comply with the Occupational Safety and Health Act of 1970, Public

Law 91-956, and any other laws that may apply to this Contract.

20. The Contractor shall at a minimum apply risk management practices accepted by the contractors’ industry.

Surety Bonds (If Required)

All of the surety requirements will stay the same except the Surety Company must have the same rating as item 8 above.

Rev. 06/11

PA023-18 Page 26

RP021-23 Provision of Safety, Health, and Loss Control Services on an Annual Contract Page 26

CODE OF ETHICS AFFIDAVIT

PLEASE RETURN THIS FORM COMPLETED WITH YOUR SUBMITTAL. SUBMITTED FORMS ARE REQUIRED

PRIOR TO EVALUATION.

In accordance with Section 54-33 of the Gwinnett County Code of Ordinances the undersigned bidder/proposer makes the following full and complete disclosure under oath, to the best of their knowledge, of the name(s) of all elected officials whom it employs or who have a direct or indirect pecuniary interest in or with the bidder/proposer, its affiliates or its subcontractors:

1. __________________________________________________________________________________________

Company Submitting Bid/Proposal

2. Please select one of the following:

No information to disclose (complete only section 4 below) Disclosed information below (complete section 3 & section 4 below)

3. If additional space is required, please attach list:

Gwinnett County Elected Official Name Gwinnett County…