4. Health Advocates Network, Inc. Agreement — Anaheim City Council, July 11, 2023

A G R E E M E N T

THIS AGREEMENT, dated for purposes of identification only thi s ____ day of _________________, 2023 is made and entered into by and between the CITY OF ANAHEIM, a municipal corporation,
hereinafter referred to as “ANAHEIM,”

A
N
D

HEALTH ADVOCATES NETWORK, INC.,
a California corporation,
hereinafter referred to as “CONTRACTOR.”

W I T N E S S E T H:

WHEREAS, ANAHEIM’s Department of Convention, Sports & Entertainment occasionally has a need to utilize temporary personnel services; and WHEREAS, CONTRACTOR desires to provide such services as needed from time to time;

NOW, THEREFORE, FOR AND IN CONSIDERATION OF THE MUTUAL

PROMISES, COVENANTS AND CONDITIONS HEREIN CONTAINED, THE PARTIES HERETO AGREE AS FOLLOWS:

1. LEGAL CAPACITY OF CONTRACTOR
CONTRACTOR and the signators for CONTRACTOR represent that CONTRACTOR is formed pursuant to the laws of the State of California and is qualified to do business in the State of California.

2. SCOPE OF SERVICES
CONTRACTOR shall perform temporary employment services as needed from time to time to ANAHEIM’s Department of Convention, Sports & Entertainment, as follows:

A. Provide qualified, experienced personnel pu rsuant to those qualifications and those Services specifically outlined in the Request for Proposal s (“RFP”) issued by the City 2 of Anaheim and attached hereto and incorporated herein by reference as Exhibit “ A” (hereinafter referred to as the “Services”).

B. Fill all requests for personnel as further d elineated in the RFP attached hereto as Exhibit “A.”
C. Provide payroll service and make all deductions required by law for personnel providing services to ANAHEIM.

D. Monitor the time worked by each employee to ensure that no employee works for ANAHEI M in excess of six months in a calendar or fiscal year, unless prior wri tten approval is obtained.

E. Comply with ANAHEIM’s background check policy and provide documentation of successful background check completion for each employee.

F. Comply with al l laws, including AB 1028, and CalPERS rules regarding CalPERS Retired Annuitants, whether formerly employed by the City or other public agency employers subscribing to CalPERS, and ensure that no employee provided under this agreement would need to be rei nstated to CalPERS employment or considered to be in violation of the retirement law or otherwise in unlawful employment as a result of their work at ANAHEIM under this Agreement. A true and correct copy of the CalPERS publication "A Guide to CalPERS Employment After Retirement" is attached hereto for CONTRACTOR's reference as Exhibit “A.”

1. In ensuring such compliance with CalPERS rules and the retirement law, CONTRACTOR agrees to ensure that each Retired Annuitant that it provides to work at ANAHEIM under this contract has first met the following requirements:
a) The bona fide separation requirement if applicable; and b) The 180 -day waiting period requirement or an allowable exception.

2. In addition, CONTRACTOR further agrees that it will only provide Retired Annuitants to perform work under this Agreement if they meet the following conditions:
3 a) Any Retired Annuitant on a Disability Retirement cannot be assigned to a similar position from which they retired, or to perform duties or activities from which they were restricted from performing at the time of their disability retirement; b) Any Retired Annuitant provided under this Agreement must have specialized skills and be needed to perform work of limited duration or his/her employment must be needed during an emergency to prevent stoppage of public business; c) The hours worked by each Retired Annuitant do not exceed 960 hours in a fiscal year (July 1 through June 30) for employment with all CalPERS employers combined;
d) The pay rate paid to each Retired Annuitant is not less than the minimum nor exceeds the maximum paid to other employees by ANAHEIM performing comparable duties, divided by 173.333 to equal an hourly rate; e) The Retired Annuitant cannot receive any benefit, incentive, compensation in lieu of benefits, or other form of compensation in addition to the hourly pay rate; and
f) The Retired Annuitant cannot be provided to work at ANAHEIM under this contract if s/he received unemployment insurance payments for prior work for any CalPERS employer within 12 months prior to the appointment date.

CONTRACTOR shall be solely responsible for determining which of its employees are CalPERS Retired Annuitants and for ensuring compliance with the retirement law and all CalPERS rules and regulations for each of its Retired Annuitants. CONTRACTOR agrees to defend and indemnify ANAHEIM for any fees, fines, penalties, contributions, or other monetary damages claimed, asserted, or alleged against them, as a result of CONTRACTORs provision of a Retired Annuitant to perform work at ANAHEIM under this Agreement.

3. CONTRACTOR'S FEES AND PAYMENT THEREFOR
ANAHEIM will compensate CONTRACTOR for the services to be performed pursuant to this Agreement by the following sums of money:

A. The compensation rates for the first contract year or portion thereof following the effective date hereof shall be as stated on Exhibi t “B”, attached hereto, which is 4 incorporated herein by this reference. If the contract is extended, the parties hereto agree that rates for the second contract year may be increased at a rate approved by ANAHEIM, which shall not exceed the increase for the prior twelve months in the Consumer Price Index published by the United States Bureau of Labor Statistics for the statistical area that includes the City of Anaheim.

Any percent increase approved by ANAHEIM in the rate billed to ANAHEIM shall also be applied by CONTRACTOR to the direct labor rate paid to the employee. CONTRACTOR shall submit to ANAHEIM its request, if any, for a rate increase to be effective for any fiscal year on or before the first day of June of the prior fiscal year.

B. Payment for services rendered hereunder shall be made based upon invoices submitted to ANAHEIM on a bi-weekly basis and approved by the Executive Director. Invoices must include the job classification provided to the Department, the name of the temporary employee, the hourly rate paid to the temporary employee , and the total hourly rate charged by CONTRACTOR. The net amount due to CONTRACTOR shall be paid within thirty (30) calendar days after submission of an approved invoice to ANAHEIM.

C. The overtime rate of compensation shall be computed as follows: Time and a half for hours worked over (40) hours in a week or more than eight (8) hours in one day.

D. All parties understand and agree that the total fees to be paid by ANAHEIM for all of CONTRACTOR’s services provided hereunder, including expenses, shall not exceed One Hundred Twenty -Five Thousand Dollars and No/100 Cents ($125,000.00) for any contract year of the Agreement, measuring each year from the Effective Date forward.

4. REPRESENTATIVE OF ANAHEIM
The Executive Director of Convention, Sports & Entertainment or designated representative (“Executive Director”) shall represent ANAHEIM in all matters pertaining to the services to be rendered pursuant to this Agreement and the terms and conditions thereof.

5. COMPLIANCE WITH LAWS AND REGULATIONS
In the performance of this Agreement, CONTRACTOR shall comply with and conform to any and all applicable laws of the United States and the State of California, as well as 5 the ordinances, rules, regulations and policies of the ANAHEIM , including but not limited to securing a business license from ANAHEIM . CONTRACTOR shall conform to the IMMIGRATION REFORM AND CONTROL ACT (IRCA) of 1986 (Public Law 99 -603) including, but not limited to, the verification of the employment eligibility of all persons referred to ANAHEIM.

6. INDEPENDENT CONTRACTOR
A. The performance of CONTRACTOR's services hereunder shall be in the capacity of an independent contractor and not as an officer, agent, or employee of ANAHEIM. In consideration for the compensation paid to CONTRACTOR by ANAHEIM, CONTRACTOR agrees that ANAHEIM shall not be liable or responsible for any benefits, including, but not limited to, worker's compensation, disability, retirement, life, unemployment, paid sick leave, health or any other benefit s, and CONTRACTOR agrees that it shall not sue or file a claim, petition or application for such benefits against ANAHEIM or any of its officers, employees, agents, representatives or sureties.

B. CONTRACTOR shall communicate to its employees that personnel assigned to ANAHEIM are still employed by CONTRACTOR and shall have no entitlement to the level of wages or to any benefits that may be available to regular employees of ANAHEIM.

C. CONTRACTOR warrants and represents and agrees that the employees it assigned to ANAHEIM under this AGREEMENT are employees of CON TRACTOR and not employees of ANAHEIM. CONTRACTOR further warrants and represents that CONTRACTOR meets the business-to-business contracting relationship exception in subsection (e) of California Labor Code Section 2750.3, or other such exceptions, such th at neither CONTRACTOR nor its employees assigned to ANAHEIM under this AGREEMENT are employees of ANAHEIM under that provision of the law.

D. CONTRACTOR agrees that any and all claims, demands, defense costs, actions, liabil ity, or consequential damages related to whether the employees assigned by CONTRACTOR are or should be considered under the law to be employed by ANAHEIM are 6 covered by CONTRACTOR’S obligations to defend and indemnify ANAHEIM in Section 14 of this Agreement.

7. TERM
The term of this Agreement shall commence on the effective date as set forth below and shal l terminate on June 30, 2026 , unless terminated sooner as hereinafter provided.

ANAHEIM’s Executive Director shall have the option, in their sole discretion, to extend this Agreement for an additional two year period on the same terms and conditions set forth herein.

8. CONFLICT OF INTEREST
CONTRACTOR or its employees may be subject to the provisions of the California Political Reform Act of 1974 (the "Act"), which: (1) requires such persons to disclose any financial interest that may foreseeably be materially affected by the work performed under this Agreement; and (2) prohibits such persons from making, or participating in making, decisions that will foreseeably financially affect such interest.

If subject to the Act, CONTRACTOR shall conform to all requirements of the Act.

Failure to do so constitutes a material breach and is grounds for immediate termination of this Agreement by ANAHEIM. CONTRACTOR shall indemnify and hold harmless ANAHEIM for any and all claims for damages resulting from CONTRACTOR’s violation of this Section.

9. TERMINATION
Either party hereto may terminate this Agreement by providing the other party thirty (30) days advance written notice of termination.

10. AUDITS
CONTRACTOR shall make available to ANAHEIM, for inspection and auditing, its records relevant to ANAHEIM'S account, at any time during regular working hours, upon giving advance notice.

11. NON EXCLUSIVE AGREEMENT
ANAHEIM reserves the right to recruit and employ part -time or temporary employees and the right to use personnel from other agencies during the term of this Agreement. 7 ANAHEIM makes no commitment or guarantee as to the number of times personnel will b e requested, if at all, or the number of hours that will be required. Each individual assignment will be handled separately.

12. PAYROLL AND FRINGE BENEFITS
CONTRACTOR is solely responsible for paying its employees withholding and for payment of all federal, state and local personal income taxes, social security, unemployment and disability insurance, and other payroll taxes as required by law. CONTRACTOR shall pay its employees no less than the minimum wage mandated by Federal law. Proof of such payments and maintenance of all necessary records pertaining thereto shall be furnished to ANAHEIM upon request.

CONTRACTOR acknowledges that through the Patient Protection and Affordable Care Act of 2010, as amended (‘ACA’), and regulations promulgated the reby, statutory requirements have been imposed upon certain employers to provide a certain level of benefits to their employees. CONTRACTOR will comply with its ACA obligations through offering ACA compliant benefits to eligible contingent workers, including any and all eligible CONTRACTOR personnel assigned to City.

All fringe benefits shall be paid by CONTRACTOR to its employees at no cost to ANAHEIM.

13. EEO/NON-DISCRIMINATION
CONTRACTOR understands that ANAHEIM is an Equal Employment Opportunity Employer and agrees to give consideration to ANAHEIM'S Non -Discrimination Program (NDP) when personnel are placed by CONTRACTOR.

14. INDEMNITY
As respects acts, errors or omissions in the performance of professional services, CONTRACTOR agrees to indemn ify and hold harmless ANAHEIM, its officials, officers, and employees from and against any and all claims, losses, damages, defense costs, or liability, of any 8 kind or nature, directly arising out of the negligent acts, errors or omissions of the CONTRACTOR or any SUB-AGENT in the performance of professional services under this Agreement.

As respects all acts, errors or omissions that do not arise directly out of the performance of professional services, including but not limited to those acts , errors or omissions typically covered by general and automobile liability insurance, CONTRACTOR agrees to indemnify, defend (at ANAHEIM'S option), and hold harmless ANAHEIM, its officials, officers, employees, agents, and representatives from and against any and all claims, losses, damages, defense costs, or liability, of any kind or nature (collectively referred to hereinafter as “Claims”), arising out of or in connection with CONTRACTOR’S (or CONTRACTOR'S AGENT or SUB-AGENT, if any) act s, errors, omissions, or work, relative to this Agreement; except for those Claims that arise out of the sole negligence or willful misconduct of ANAHEIM.

The obligations set forth in this indemnification provision (i) shall be in effect without regard to whether or not ANAHEIM, CONTRACTOR, or any other person maintains, or fails to maintain, insurance coverage, or a self -insurance program, for any such Claims; and (ii) shall survive the termination of this Agreement.

15. INSURANCE
Without limiting ANAHE IM’S right to indemnification, it is agreed that CONTRACTOR shall secure, prior to commencing any activities under this Agreement, and maintain, during the term of this Agreement, insurance coverage as follows:

Workers’ Compensation Insurance as required by California law and Employers Liability Insurance in an amount not less than $1,000,000 per occurrence/accident/illness/injury.

Such insurance shall be written on a primary basis but may include a deductible or self -insured 9 retention of more than $10,000 per occurrence, provided that such deductible or self -insured retention is disclosed to ANAHEIM, in writing, at the inception of this Agreement.

Commercial Automobile Liability Coverage including —as applicable —owned, non-owned, and hired autos, in an amount not less than $2,000,000 per occurrence, combined single limit, as required by California law.

Professional Liability Insurance, inclusive of Cyber Liability Insurance, in an amount not less than $2,000,000 per occurrence or per claim. Such insurance shall be written on a primary basis, but may include a deductible or self -insured retention of more than $10,000 per occurrence, provided that such deductible or self-insured retention is disclosed to ANAHEIM, in writing, at the inception of this Agreement.

Any required coverage written with primary and excess layers to satisfy the minimum requirements of this Agreement must be submitted for approval by ANAHEIM’s Risk Manager prior to the inception of the final Agreement.

CONTRACTOR agrees that this insurance shall not be voluntarily cancelled by CONTRACTOR, or limited in scope or coverage by CONTRACTOR, until after thirty (30) days prior written notice has been given to the City Clerk, City of Anaheim, 200 S. Anaheim Blvd., Anaheim, CA 92805. This does not apply to cancellation for non -payment of premium, which requires notice of not less than ten (10) days.

Each insurance policy required by this Agreement shall contain the following clause or shall otherwise provide for the following conditions:

Each insurance policy required by this Agreement, except policies for Professional Liability and Workers’ Compensation, shall contain the following clauses or shall otherwise provide for the following conditions:
“It is agreed that any insurance maintained by CONTRACTOR pursuant to this Agreement shall be primary to, and not contribute with, any insuran ce or self - insurance maintained by the City of Anaheim.”

10 “The City of Anaheim, its officers, agents, employees, representatives and ANAHEIM- designated volunteers are added as additional insured as respects the acts, omissions, operations and activities of, or on behalf of, the named insured, in regard to products supplied to, or work or services performed for, or related to, the City of Anaheim.” Prior to commencing any work under this Agreement, CONTRACTOR shall deliver to ANAHEIM insurance certificates confirming the existence of the insurance required under this Agreement, and including the applicable clauses referenced above. Also, within thirty (30) days of the execution date of this Agreement, CONTRACTOR shall provide ANAHEIM (i) endorsements to the insurance policies that add to these policies the applicable clauses referenced above, or (ii) in lieu of said endorsements, documentation acceptable to ANAHEIM evidencing that the coverage, terms, and conditions set forth in the above -referenced clauses are otherwise included in said insurance policies. Insurance required hereunder shall be placed with insurers (i) admitted to write insurance in California, (ii) possessing an A. M. Best’s rating of A VII or higher, or (iii) otherwise acce ptable to ANAHEIM, with prior written permission from ANAHEIM. In the event that a claim or other legal action is filed against ANAHEIM, and if ANAHEIM, in its good faith opinion, believes it may have coverage under any of the insurance required herein, t hen ANAHEIM has the right to demand, and to receive within a reasonable time period, copies of the insurance policies related to such required insurance; provided, however, that this provision shall not apply if the parties agree that CONTRACTOR shall fully defend, hold harmless, and indemnify ANAHEIM against any such claim or other legal action.

In addition to other remedies ANAHEIM may have if CONTRACTOR fails to provide or maintain any insurance policies or policy endorsements to the extent a nd within the time herein required, ANAHEIM may, at its sole option:

Order CONTRACTOR to stop work under this Agreement and/or withhold any payment(s) that become due to CONTRACTOR hereunder until CONTRACTOR demonstrates compliance with the requirements hereof;

11 Terminate this Agreement.

Exercise of any of the above remedies, however, is an alternative to other remedies ANAHEIM may have and is not the exclusive remedy for CONTRACTOR’S failure to maintain insurance or secure appropriate endorsements.

Nothing herein contained shall be construed in any way as limiting the extent that an CONTRACTOR may be held responsible for payments of damages to persons or property resulting from CONTRACTOR’S, (or CONTRACTOR’S AGENT or SUB -AGENT, if any) performance of the work covered under this Agreement.

In the event CONTRACTOR hires other persons or firms to perform some of the work related to this Agreement, CONTRACTOR shall ensure (i) that the acts or omissions of such persons or firms are covered un der the above-referenced liability insurance, or (ii) that such firms maintain insurance equal to or better than, and subject to the same limits, terms and conditions as, the insurance required of CONTRACTOR under this Agreement (except for firms that are not performing professional services—such firms shall not be required to carry the above -referenced professional liability insurance); and in either instance, CONTRACTOR shall provide, or cause to be provided, evidence of such insurance coverage, reasonably acceptable to ANAHEIM.

ANAHEIM’S Risk Manager is hereby authorized to amend the requirements set forth herein in the event that it is in ANAHEIM’S best interest.

16. ASSIGNMENT
Neither CONTRACTOR nor ANAHEIM may assign or transfer this Agreement, or any part thereof, without the written consent of the other party.

19. EMPLOYMENT WITH ANAHEIM
Should any personnel, after being placed by CONTRACTOR in a position with ANAHEIM, seek employment with ANAHEIM, ANAHEIM shall not pay any placement fee therefor.

12 20. PERSONNEL REPLACEMENT
In the event any personnel placed by CONTRACTOR must be released from duty for any reason, CONTRACTOR will be given an opportunity to replace such personnel within four (4) hours of notification of such release.

21. NO THIRD-PARTY RIGHTS
The parties intend not to create rights in, or to grant remedies to, any third party as a beneficiary of this Agreement or of any duty, covenant, obligation or undertaking established herein.

22. NOTICES
Notices and communication con cerning this Agreement shall be sent to the following addresses:

CITY
City of Anaheim
Attn: Executive Director
Convention, Sports &
Entertainment
800 W. Katella Ave.

Anaheim, CA 92802

CONTRACTOR
Health Advocates Network, Inc.

Attn: Andrea Goodwin
212 E. Rowland St. #313
Covina, CA 91723
800-928-5561
[email protected]

and copies to

City of Anaheim
Attn: City Clerk
200 S. Anaheim Blvd., 2nd
Floor
Anaheim, CA 92805

23. AUTHORITY

CONTRACTOR and CONTRACTOR's signators represent that the signators hold the positions set forth below their signatures and that the signators are authorized to execute this Agreement on behalf of CONTRACTOR and to bind CONTRACTOR hereto.

13 24. EFFECTIVE DATE
This Agreement shall be effective on the date on which this Agreement is executed by ANAHEIM ("Effective Date").

Date of Execution:

_____________________________

CITY OF ANAHEIM
a municipal corporation

By: __________________________________

“ANAHEIM”
ATTEST:

By: _____________________________
City Clerk of Anaheim

Date of Execution:

HEALTH ADVOCATES NETWORK, INC.,
a California corporation
By: _____________________________________

Printed Name: _____________________________

Title: ___________________________________

“CONTRACTOR”

APPROVED AS TO FORM:

ROBERT FABELA, CITY ATTORNEY

By:

Bryn M. Morley
Deputy City Attorney
148916

1 Request for Proposal
#560-3-17-2023
Temporary Agency Services
March 17, 2023

Anaheim Convention Center
800 W. Katella Ave.

Anaheim, California 92802

Bid Contact
Jeff Byrne
[email protected]

Key RFP Dates
Release of Request for Proposal Friday, March 17, 2023 Mandatory Pre-Bid Meeting:*
Friday, March 31, 2023,
10:00 AM Pacific Daylight Time
Vendor Questions Final Submittal Deadline
http://anaheim.net/vendorportal
Friday, April 7, 2023,
4:00 PM Pacific Daylight Time
Vendor Questions – Answers Returned and Posted: Friday, April 14, 2023 Proposals Due:

Friday, April 21, 2023,
4:00 PM Pacific Daylight Time

*Representative of Firm MUST attend the Mandatory Pre-Bid Meeting in order to submit a proposal.

NOTE: The following defines the estimated timeline for the selection of a Vendor. However, the City reserves the right to modify or reschedule procurement milestones as necessary.

Exhibit A
2 Contents

1.01 Purpose of the Request for Proposal ...................................................................................... 3

1.02 Background ........................................................................................................................... 3

1.03 Scope of Work ....................................................................................................................... 3

1.04 General Provisions ................................................................................................................. 5

1.05 Certificate of Insurance/Indemnity Clause ............................................................................. 6

1.06 Non-Collusion Clause ............................................................................................................. 6

1.07 Questions and Communications ............................................................................................. 6

1.08 City’s Requirement for Business License ............................................................................... 6

2.01 Evaluation Factors for Award................................................................................................ 6

2.02 RFP Deadline ......................................................................................................................... 7

2.03 Submission of Proposal .......................................................................................................... 7

3.01 City of Anaheim General Conditions: Requests for Proposals ............................................... 9 Appendix I – Class Specifications ................................................................................................... 16 Appendix II – Standard Insurance Language ................................................................................. 19 Appendix III – Standard Indemnification Provision ....................................................................... 22 Appendix IV – Non-Collusion Affidavit .......................................................................................... 23 Appendix V: Fees ............................................................................................................................ 24 Appendix VI: References ................................................................................................................ 25 Appendix VII: Sample Professional Services Agreement (PSA) ...................................................... 27 Appendix VIII: Pre-Bid Conference Map and Directions ............................................................... 67

3 1.01 Purpose of the Request for Proposal

The City of Anaheim’s Anaheim Convention Center (ACC) is seeking proposals from qualified temporary staffing agencies that are interested in providing the ACC with temporary services in the Cleaner/Setup Worker job classifications. The purpose of this Request for Proposal solicitation is to identify the most qualified, responsive and responsible agencies to provide these services over the course of a proposed three (3) year contract period with an option to extend up to two (2) year s with the approval of the ACC’s Executive Director, subject to budget appropriation.

The job classification requested by City that require Agency services are found in Appendix I and can be found on the City’s website at:
https://www.governmentjobs.com/careers/anaheim/classspecs/1260660?keywords=cleaner&pagetype=cla ssSpecifications

Information on this RFP and any addenda will be available on the following website “http://anaheim.net/vendorportal” by searching “560-3-17-2023-Temporary-Agency-Services”.

The City encourages all prospective agencies to examine this RFP carefully. Qualified agencies, as defined below, are requested to submit proposals to provide the services described in this RFP.

1.02 Background

The City owned and managed Anaheim Convention Center (ACC) is consistently ranked as one of the top meeting venues in the United States in terms of its size, attendance, overall building services and amenities.

The LEED certified 1.8 million square foot ACC is the largest convention center on the West Coast. The ACC has over one million square feet of exhibit space including five ballrooms totaling 238,000 square feet, an Arena with seating for 7,500 and over 65,000 square feet of meeting room space on the second floor. The 2017 expansion, ACC North, adds 200,000 square feet of space with 100,000 square feet carpeted column-free multi-purpose space on two different levels featuring moveable airwalls for a variety of meeting room layout options. In addition, the outdoor Palm Courts, Arena Plaza and Grand Plaza offer sunny possibilities for year-round special events, receptions and networking.

1.03 Scope of Work

Project Administration: Agency shall designate one point of contact (project administrator) to direct agency’s efforts in fulfilling the ACC as-needed request for temporary services under the agreement.

Quality: Agency shall be responsible for the professional quality and technical competence of personnel supplied to ACC. Additionally, Agency shall be responsible for the coordination of all efforts and other services furnished by Agency under the Agreement.

Recruitment/Retention: Agency shall thoroughly screen, test, and interview all temporary workers to ensure that they meet the minimum qualifications. At its discretion, the ACC may hire any temporary worker assigned by Agency to an ACC position without paying a placement fee.

Order Filling: ACC makes no commitment to guarantee the number of times temporary help will be requested or the number of hours. Each individual assignment will be handled separately. Staffing requests will be made by telephone or email. Once a temporary worker has been placed at the City for six months and subsequently released from their assignment, they are not eligible to return to the City as a temporary worker for a period of six months from the date of release. After a six-month period, the temporary worker is eligible to return to the City for another assignment at the City’s discretion 4 Once a temporary worker has been approved to begin an assignment, the Agency must submit a confirmation letter stating the temporary worker’s name, direct pay rate, billing rate, classification, start date, and release date or duration of the assignment. ACC will confirm the information with the Agency prior to authorizing the temporary worker to begin the assignment.

Hours Worked: Agency shall provide the City with hours worked report for all personnel placed by the Agency after each payroll period (weekly, bi -weekly, semi-monthly, or monthly) and upon request. In addition, Agency must notify the City when a temporary worker has reached 800 hours.

Background Checks: Prior to assignment, Agency shall provide written verification that all persons recommended for a work assignment are eligible for employment under all state and federal laws and have passed the background check as provided herein. Complete results shall be provided upon request from the City. Background checks shall consist of the following:
(a) Social security verification, and verification of employment eligibility under the provisions of the Immigration Reform and Control Act (IRCA),
(b) Criminal check. Agency’s personnel shall have no pending criminal proceedings and no criminal convictions for the past seven (7) years.

Agency shall maintain in its files supporting its verification of the requirements and shall, upon the City’s request, provide copies of or access to all such records. Agency shall provide proof to the City’s satisfaction that personnel with pending criminal proceedings or who have been previously convicted of a felony do not pose a security risk. The City reserves the right to reject any temporary worker at its sole discretion.

Timeline:

The following defines the estimated timeline for the selection of a Vendor. However, the City reserves the right to modify or reschedule procurement milestones as necessary.

Activity Date
Release of Request for Proposal March 17, 2023
Mandatory Pre-Bid Meeting March 31, 2023
Vendor Questions Final Submittal April 7, 2023
Vendor Questions – Answers Returned and Posted April 14, 2023 Proposals Due April 21, 2023

Mandatory Pre-Bid Meeting:

Date: Friday, March 31, 2023
Start Time: 10:00 AM Pacific Standard Time
Address:

Anaheim Convention Center
800 W. Katella Avenue
Anaheim, CA 92802
Meeting Location: In Front of Guest Services. See Appendix VIII: Pre-Bid Conference Map and Directions for parking instructions and directions to Guest Services. Parking is located in the Hilton Anaheim/Anaheim Convention Center Carpark 2 parking structure.

Please bring your parking coupon with you to the meeting for validation.

Representative of Firm MUST attend the Mandatory Pre-Bid Meeting in order to submit a proposal.
5 1.04 General Provisions

The following is a list of provisions that the Agencies must be able to address and comply in potentially providing the City of Anaheim with temporary agency services:

• The City makes no commitment to guarantee as to the number of times personnel will be requested from the Agency or the number of hours. Assignments will be handled separately.

• The City reserves the right to recruit and employ part-time or temporary employees for use by the City in addition to the use of Agency employees.

• Should any personnel, after being placed by the selected Agency within a City position and subsequently obtain employment, the City will not pay any placement fee thereof.

• Prior to the employees starting work, the City reserves the right to test their abilities and competencies. Time used for this purpose is not to be charged to the City.

• The City will not be charged for the candidate’s time if within four (4) hours of employment, the candidate proves unqualified in the judgment of the City.

• Personnel furnished by the Agency shall be subject to all rules and regulations governing the conduct of City employees. In the event any personnel placed by the Agency must be released from duty for any reason, the Agency w ill be given a chance to replace them immediately with qualified personnel.

• The City i s an Equal Employment Opportunity Employer. Consideration of the City’s Equal Employment Opportunity philosophy shall be given when personnel are placed by your agency.

• All personnel placed by the Agency remain Agency employees and do not receive any benefits from the City (e.g., workers compensation, holidays, vacation, sick, etc.) The agency must conform with the provisions of the Immigration Reform and Control Act ( IRCA) of 1986 (Public Law 99- 603) by verifying the employment eligibility of all persons referred to the City.

• All employees placed by the Agency shall be paid at the agreed employee rate and shall have all required deductions withheld by the Agency.

• The billing for service by the Agency shall include the name of the temporary employee, the hourly rate paid to the temporary employee and the total hourly rate paid to the Agency. Billing shall reflect total hours worked and billed by temporary employee as well as proper supporting documentation. Remittance by the City shall constitute full payment. Billing shall be for a minimum two (2) week period and payment by City is Net 30 after final review and approval.

• Agency shall provide the City with an hours worked report for all personnel placed by the Agency after each payroll period ( weekly, bi-weekly, semi-monthly, or monthly) and upon request. In addition, the Agency must notify the City when a temporary worker has reached 800 hours.

• The City reserves the right to conduct reference checks. Failure to provide the required reference information will eliminate the Agency from consideration.

6 • All requests for Agency services must be confirmed as being filled by Agency to City no later than seventy-two (72) hours prior to the respective requested start date/time.

• Any items issued by City to Agency employees shall be returned upon completion of assignment and the cost of any items not properly returned shall be the responsibility of Agency to provide reimbursement for replacement cost.

• Agency and personnel must abide by all ACC policies and procedures including but not limited to uniform, dress code and workplace conduct. Any failure to meet City policies or procedures will be subject to immediately removal from the workplace without reinstatement.

1.05 Certificate of Insurance/Indemnity Clause

The Agreement between Anaheim and the successful Proposer will contain Anaheim’s standard insurance provisions for Agreements of this type. This language is set forth in Section 3.01.

The Agreement between Anaheim and the successful Proposer will contain Anaheim’s stand ard indemnification provisions for Agreements of this type. This language is set forth in Appendix III.

1.06 Non-Collusion Clause

The Contractor agrees to sign a non-collusion affidavit to be executed by the bidder and submitted with the bid. The non-collusion affidavit will be included as part of the bid documents. See Appendix IV.

1.07 Questions and Communications

All questions, concerns or comments regarding this RFP may only be submitted through the vendor portal (http://anaheim.net/vendorportal). Please find the RFP by searching “560 -3-17-2023-Temporary-Agency- Services” in the vendor portal . Answers to such inquiries, as well as any revisions to the request for proposal, will be publicly posted on the vendor portal in the form of an addendum.

The City’s policy is to provide fair and open competition and to ensure that accurate and complete information is communicated to all interested parties. Therefore, any verbal or written communications between any Proposer or its representatives, agents or others acting on their behalf, and any other City employee, consultan t, commission member, or elected official regarding this procurement are strictly prohibited from the time the RFP is issued until the date of execution of the contract. Any violation of the communication process set forth in this section may be grounds fo r disqualification of the offending firm from participation in this procurement.

1.08 City’s Requirement for Business License

During the term of the Agreement, the Contractor shall obtain and keep in full force and effect, all business licenses required by the City. For additional information regarding the applicability of the City’s business licenses, contact the Business License Division at (714) 765-5194.

2.01 Evaluation Factors for Award

Evaluation of proposals will be based on a fair, impartial, and competitive selection process in which the evaluation of proposals will not be limited to price alone. Proven expertise in portfolio management will be the primary consideration in the selection process.
7 Vendors must also have experience with providing personnel to a public assembly facility and have the ability to provide a minimum of ten (10) individuals for any single shift request and the ability to provide this same minimum for consecutive/multiple shift requests.

The City reserves the right to select a vendor based solely on the information submitted in the proposal and to make a contract award without any further discussion with the Vendors regarding the responses received.

Therefore, responses should be submitted initially on the most favorable terms available to the City from a price, contractual terms, and conditions.

The City also reserves the right to conduct discussions with Vendors who submit proposals.

The City reserves the right to award a single Professional Service Agreement (PSA) or multiple PSAs to selected firms.

Proposals shall be consistently evaluated based on a competitive selection criteria.

Notification. Any firm or firms submitting proposals judged as being "most qualified" by the selection committee may be contacted and asked to provide additional information to supplement their initial proposal. Selected firms will have the opportunity to enter into a PSA with the City. A sample copy of the PSA is attached as Appendix VII. The PSA is valid for three (3) years with an option to renew for two (2) additional years at the City’s discretion. Any PSA issued as a result of this solicitation shall be for the period of time from date of execution until June 30, 2026.

2.02 RFP Deadline

Please submit the final response/proposal in the format specified in Section 2.03 by 4:00 P.M. Pacific Standard Time, on Friday, April 21, 2023.

Proposals received after the required time and date specified will be considered late and non-responsive and will not be evaluated for award.

Proposals that are incomplete or non-responsive may not be considered during the evaluation process.

All questions regarding this RFP must be submitted through the vendor portal noted above and must be submitted no later than Friday, April 7, 202 3 by 4:00 P.M. Pacific Standard Time. Answers, if any, prepared by the City will be posted on the vendor portal via an addendum.

2.03 Submission of Proposal

Please submit the final response/proposal, electronically by 4:00 P.M. Pacific Standard Time, on Friday, April 21, 2023, via the Department’s vendor portal website, located at http://anaheim.net/vendorportal

560-3-17-2023-Temporary-Agency-Services. Appendix V Fees must be completed and attached as the first page of the electronic proposal.

Submission of a proposal shall constitute acknowledgment and acceptance of all terms and conditions contained in this RFP and all exhibits and attachments hereto.

Proposal Response Format. In order to assist in the fair and equitable evaluation of all responses, Vendors are being asked to adhere to the specific response format set forth below. Responses that deviate from the requested format may be classified as “non-responsive” at the discretion of the City and may be subject to disqualification. Marketing information will not be accepted in lieu of direct response to all requirements and questions.
8 Proposals should be organized in a bookmarked PDF document that includes the following sections and content:

Section Description

1. Executive Summary A letter of introduction signed by an authorized representative of the Firm that provides an executive summary of the Firm’s experience relevant to the scope of work described in this RFP. Limit to 2 pages.

2. Experience Explain your organization’s capability to achieve the objectives of this project with reference to prior experience, available resources, and the qualifications of your project team (max 1 page).

3. Firm Background Describe the organization, date founded and ownership of your firm. Specify the number of years your organization has been providing temporary staffing services.

Certificates of Insurance will be due prior to award.

4. Personnel

1) Identify the number of staff employed by your firm that will support this agreement.
2) Please describe your proposed project team, including role they will play, title and years at firm. Include relevant work experience for each member.
3) Identify key personnel responsible for accomplishing all phases of the contract.

5. Reporting 1) Describe the frequency and format of reports you would provide to City staff. Please attach sample reports.

6. Fees All information regarding fees must be submitted in a separate attachment. No mention of fees is to be made in the body of the proposal. 1) Interested Agencies must complete all applicable sections in Appendix V. Appendix V must be the first page of the electronic proposal.

6. References Using the forms provided in Appendix VI provide five public sector customer references that are similar in size and project scope to the City. 2) Note: Vendors selected to advance in the RFP process may be required to submit a list of all California Public Sector Customers.

7. Contract Performance 1) Indicate if at any time during the past five years Vendor has had a contract terminated for convenience, non-performance, or any other reason, or has entered into legal action with a customer. Describe the situation(s) including name and address of contracting party and circumstances.

8. RFP Exceptions Specifically identify exceptions to this RFP.

– End of Proposal Format Section –

9 3.01 City of Anaheim General Conditions: Requests for Proposals

ACCEPTANCE PERIOD Unless otherwise specified herein, proposals are firm for a period of ninety (90) days.

ADDENDA ACKNOWLEDGMENT Each proposal shall include specific acknowledgment of receipt of all addenda issued during the solicitation period. Failure to so acknowledge may result in the proposal being rejected as not responsive. In electronic proposals, such acknowledgement is done online; in paper proposals, there is a space on the signature page for such acknowledgement.

AFFIRMATIVE ACTION AND NON- DISCRIMINATION If the total price exceeds $50,000, the successful bidder must certify prior to award that they have a written affirmative action program and that they comply with all federal, state, and municipal laws and regulations pertaining to affirmative action and non-discrimination. This certification may be made on the Special Provisions form provided.

ASSIGNMENT OF RIGHTS OR OBLIGATIONS Except as noted hereunder, the successful Proposer may not assign, transfer or sell any rights or obligations resulting from this solicitation without first obtaining the specific written consent of the City.

AUTHORIZED SIGNATURES Every proposal must be signed by the person or persons legally authorized to bind the Proposer to a contract for the execution of the work. Upon request of the City of Anaheim, any agent submitting a proposal on behalf of a Proposer shall provide a current power of attorney certifying the agent’s authority to bind the Proposer.

AWARD OF PROPOSAL An evaluation committee will be established by the City. The committee will evaluate all proposals received in accordance with the selection criteria. The criteria are not listed in any order of preference. Award will be made to the Proposer offering the most advantageous proposal after consideration of all selection criteria set forth herein.

The evaluation committee reserves the right to contact and evaluate the Proposer's and (if applicable) subcontractor's references; contact any Proposer to clarify any response; contact any current users of a Proposer’s services; solicit information from any available source concerning any aspect of a proposal; and seek and review any other information deemed pertinent to the evaluation process. The City shall not be obligated to accept the lowest priced proposal, but will make an award in the best interests of the City after all factors have been evaluated.

Oral interviews may, at the City's sole option, be conducted with responsible Proposers who submit proposals determined to be most likely to best meet the needs of the City. Discussions may be for the purpose of clarification to assure full understanding of, and responsiveness to, the solicitation requirements.

Proposers shall be accorded fair and equal treatment with respect to any opportunity for discussion and written revision of proposals. Unless otherwise indicated, revisions may be permitted after submissions and before award for obtaining best and final proposals. In conducting discussions, the City will not disclose information derived from proposals submitted by competing Proposers.

A notification of intent to award may be sent to any Proposer selected. Award is contingent upon the successful negotiation of final contract terms and the approval of the Anaheim City Council. Negotiations shall be confidential and not subject to disclosure to competing Proposers unless an agreement is reached.

If contract negotiations cannot be concluded successfully, the City may negotiate a contract with another Proposer or withdraw the RFP. In the event the City Counci l does not approve the recommendation to award, the RFP may be cancelled without any cost or obligation of the City.

10 ADDITION/DELETION OF SERVICES The City of Anaheim reserves the right to add and/or delete services to be provided for in the contract. Should a service requirement be deleted, payment to the Successful Proposer will be reduced proportionally, to the amount of service reduced in accor dance with the bid price. Should additional services be required from this contract, prices for such additions shall be in accordance with this Request for Proposal and Proposer’s response thereto.

AWARD SELECTION PROCESS Selection of qualified Proposers will generally be based on the quality and completeness of submitted proposal; understanding of project objectives; project approach; product offering; experience and expertise; references; costs; and any other criteria identified in the specific RFP.

Additional questions may be asked of Proposers and interviews may be conducted. Proposers will be notified of any additional required information or interviews after the written proposals have been evaluated. Interviews will be held only with the most qualified respondents. The recommended proposals and resulting Agreement will require approval by the City Council for award. The Proposer selected will enter into a written contract with the City.

BUSINESS LICENSES Any person, including but not limited to, an individual, corporation, or sole proprietor who wishes to conduct any business within the City of Anaheim, must secure a business license.

City law states that no person shall engage in business or transact and carry on a business, trade, profession, calling or occupation without first having procured a license from the City to do so, or without complying with any and all applicable provisions of Title 3 of the City Ordinance relating to business license. A City of Anaheim business license is not required for submitting a proposal, but must be obtained when awarded a contract, prior to commencing services or selling merchandise to the City.

CANCELLATION OF SOLICITATION The City may cancel this solicitation at any time, without obligation.

COMPLIANCE WITH LAWS The Contractor shall adhere to all applicable federal, state, and local laws, codes and ordinances, including, but not limited to, those promulgated by CAL-OSHA, FED-OSHA, EPA, the California State Department of Health Services, and City of Anahe im regulations. Contractor shall conform to the Immigration Reform and Control Act of 1986, as amended, including, but not limited to, the verification of the employment eligibility of Contractor’s employees working in the City, and the Workers Compensation laws of the State of California.

CONTRACT DOCUMENTS, EXAMINATION OF It is the responsibility of the Proposer to thoroughly examine and be familiar with legal and procedural documents, general conditions, all forms, specifications, scope of work, draw ings, plans, and addenda (if any), hereinafter referred to as Contract Documents.

Proposer shall satisfy himself as to the nature, quantity, and quality of work to be performed and materials, labor, supervision, equipment and permits necessary to perform the work as specified by the Contract Documents. The failure or neglect of the Proposer to examine the Contract Documents shall in no way relieve him/her from any obligations with respect to the solicitation or contract. The submission of a proposal shall constitute an acknowledgment upon which the City of Anaheim may rely that the Proposer has thoroughly examined and is familiar with the contract documents. No claim will be allowed for additional compensation that is based upon a lack of knowledge of any solicitation document.

DEFINITION OF TERMS For the purposes of this RFP, the following definitions will be used:

Contractor - Same as Proposer, may be used interchangeably with "Supplier," “Bidder,” or "Vendor." Evaluation Committee -. A committee established by the City to review, evaluate, and score the proposals, and to recommend award to the Proposer that submitted the proposal determined by the committee to be in the best interest of the City.

May - Indicates something that is not mandatory but permissible.

Must/Shall - Indicates a mandatory requirement. A proposal that fails to meet a mandatory requirement will be deemed non-responsive and may not be considered for award. 11 Proposer - The person or firm making the offer. May be used interchangeably with the word “Bidder.” Proposal - The offer presented by the Proposer.

RFP -. Acronym for Request for Proposals.

Should - Indicates something that is recommended but not mandatory. Failure to do what "should" be done will not result in rejection of your proposal.

Submission Deadline - The date and time on or before which all proposals must be submitted.

Successful Proposer - The person, contractor, or firm to whom the award is made.

DISQUALIFICATION OF PROPOSER If there is reason to believe that collusion exists among the Proposers, the City may refuse to consider proposals from participants in such collusion. No person, firm, or corporation under the same or different name, shall make, file, or be interested in more than one proposal for the sam e work unless alternate proposals are called for. Reasonable ground for believing that any Proposer is interested in more than one Proposal for the same work will cause the rejection of all Proposals for the work in which a Proposer is interested. A pers on, firm, or corporation who has submitted a sub- Proposal to a Proposer, or who has quoted prices on materials to a Proposer, is not thereby disqualified from submitting a sub-Proposal or quoting prices to other Proposers. Proposers shall submit as part of their Proposal documents the completed Non-Collusion Affidavit provided herein.

DOCUMENTS TO BE RETURNED WITH PROPOSAL Failure to completely execute and submit the required documents before the Submission Deadline may render a proposal non -responsive. The documents that must be returned by the Submission Deadline are indicated on the specific Request for Proposal Documents.

EXECUTION OF CONTRACT Time is of the essence for this contract. The Successful Proposer will be expected to execute the contract, including but not limited to signing all necessary documents and submitting all required bonds and evidences of insurance, within ten (10) days after notification of award.

One copy of the contract will be returned to the Contractor after the City of Anaheim executes the contract.

In case of failure of the Contractor to execute and return the contract and all required documents within the time allowed, the City of Anaheim may, at its option, consider that the Proposer has abandoned the contract.

After the contract has been executed, including the insurance documents, certificates, and any applicable bonds, notice to proceed will be issued. Unless otherwise specified, Proposer agrees to commence work within ten (10) working days after the date of the noti ce to proceed and fully complete the project within the time specified in the contract.

FIRM PRICE PERIOD Unless specified otherwise herein, Proposers’ offer shall remain valid and firm for a period of not less than ninety (90) calendar days from the Submission Deadline.

INDEMNIFICATION See Appendix III for specific requirments.

INDEPENDENT CONTRACTOR Contractor covenants that it presently has no interest, and shall not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the services hereunder. Contractor further covena nts that, in the performance of this contract, no subcontractor or person having such an interest shall be employed. Contractor certifies that to the best of his knowledge, no one who has or will have any financial interest under this contract is an officer or employee of City of Anaheim. It is expressly agreed by Contractor that in the performance of the services required under this contract, Contractor, and any of its subcontractors or employees, shall at times be considered independent contractors and not agents of City of Anaheim.

INFORMED PROPOSER Proposers are expected to fully inform themselves as to the conditions, requirements, and specifications before submitting proposals. Failure to do so will be at Proposers’ own risk and they cannot secure relief on the plea of error.

12 INK OR TYPEWRITTEN For proposals submitted in hard copy (paper) format, all information, prices, notations, signatures, and corrections must be in ink or typewritten. Mistakes may be crossed out and corrections typed or printed adjacent to the mistake and initialed in ink by the person signing the proposal.

INSURANCE REQUIREMENTS Within ten (10) consecutive calendar days of award of contract, Successful Proposer must furnish the City with the Certificates of Insurance proving coverage as specified in the specifications and naming the City of Anaheim, its officers and agents, Additional Insured by endorsement. Failure to furnish the required certificates within the time allowed may result breach of the contract. See Appendix II for specific requirments.

INTERPRETATION OF CONTRACT DOCUMENTS; ADDENDA If any person is in doubt as to the true meaning of any part of the specifications or other contract documents, or finds discrepancies or omissions in the specifications, they may submit to the City of Anaheim a written request for an interpretation or correction. Requests for interpretations shall be made in writing and delivered to the City of Anaheim by email, or facsimile to the person identified herein at least ten (10) d ays before the Submission Deadline, unless a different date is stated in the specific RFP. The requesting party is responsible for prompt delivery of any requests. When the City of Anaheim considers interpretations necessary, interpretations will be in the form of a written addendum to the contract documents, which will be e-mailed to all parties recorded by the City of Anaheim as having received contract documents, or posted on the City's website at
http://www.anaheim.net/vendorportal for all Proposers to reference. All such addenda shall become a part of the contract. Oral and other interpretations or clarifications shall be without legal or contractual effect. It is the responsibility of each Proposer to ensure the City of Anaheim has their correct business name, address, phone number, and e-mail on file. Any prospective Proposer who obtained a set of contract documents from anyone other than the City of Anaheim is responsible for verifying the accuracy and completeness of the documents, and for registering as a Prospective Bidder with the City of Anaheim, in order to receive subsequent Addenda.

MINORITY OWNED BUSINESSES The City of Anaheim encourages minority -owned business firms to submit proposals. Opportunity to identify your firm is contained within the Special Provisions forms.

NOMENCLATURES The terms Successful Proposer, Successful Contractor, Contractor, Supplier and/or Vendor may be used interchangeably in these specifications and docu ments and shall refer exclusively to the firm with whom the City enters into a contract because of this solicitation.

NONDISCLOSURE Until such time that the City Council awards the contract, the Proposer agrees that its proposal shall not be made available to any individual or organization without the prior written approval of the City of Anaheim. The master copy of each proposal shall be retained for official files and will become public record after the award of a contract, unless the City of Anaheim de termines, in its sole discretion, that the proposal or specific parts of the proposal are exempt from disclosure under California law.

NON-COLLUSION AFFIDAVIT Proposers are required to submit a Non-Collusion Affidavit with their Proposals. See enclosed Affidavit.

OFFERS OF MORE THAN ONE PRICE Unless otherwise specified within these RFP documents, Proposers are not allowed to submit more than one proposal.

OPENING OF PROPOSALS The City of Anaheim reserves the right to postpone the Submission Deadline and opening of proposals any time before the date and time announced in the Request for Proposals or subsequent addenda.

13 PRE-PROPOSAL CONFERENCE When applicable, a pre -proposal conference may be scheduled to allow Proposer’s to view the jobsite and/or ask questions concerning the specifications or proposal content.

If a pre -proposal conference is to be held, the date, time, and location will be i ndicated on the RFP documents, and the conference will be designated to be either optional or mandatory. Proposals will not be considered from suppliers who failed to attend a mandatory pre-proposal conference.

PRICES All Proposals shall give the prices proposed, and all other information requested herein, and shall be signed by the Proposer’s authorized representative. Proposal prices shall include everything necessary for the completion and fulfillment of the contract in accordance with the contract documents, except as may be provided otherwise in the contract documents. Any items shown on the plans or details or described in the specifications that are not specifically listed in the proposal item are to be considered included in the proposal item and no additional or special compensation will be allowed. In the event that there is more than one proposal item in the proposal schedule, the Proposer shall furnish a price for all proposal items in the schedule, and failure to do so may render the proposa l as non-responsive and may cause its rejection.

The total amount of the proposal will be the sum of the total prices of all items in the proposal schedule.

The total price of unit price items will be the product of the unit price and estimated quantity of the item.

In case of discrepancy between the unit price and total price of an item, the unit price shall prevail. If the unit price is ambiguous, unintelligible, or uncertain for any cause, or is omitted, it shall be the amount obtained by dividing the amount set forth as the total price by the estimated quantity of the item.

PROPOSAL CONTENT Proposer must describe in detail how theywill meet the requirements of this RFP, and may provide additional related information with his proposal. The proposal must be presented in a format that corresponds to, and references, the sections outlined in the Specification or Scope of Work, and must be presented in the same order. Responses to each section and subsection should be labeled to indicate which item is b eing addressed. Proposals should be straightforward and concise and provide "layman" explanations of technical terms that are used. Emphasis should be concentrated on conforming to the RFP instructions, responding to the RFP requirements, and on providin g a complete and clear description of the offer. If a complete response cannot be provided without referencing supporting documentation, you must provide such documentation with the proposal indicating where the supplemental information can be found.

Proposals must include all proposed terms and conditions, including, without limitation, written warranties, maintenance/service agreements, license agreements, lease purchase agreements (if applicable), and the Proposer’s standard contract language.

PROPOSAL COSTS The City is not liable for any costs incurred by Proposers before entering into a formal contract. Costs of developing the proposals or any other such expenses incurred by the Proposer in responding to the RFP, are entirely the responsibility of the Proposer, and shall not be reimbursed in any manner by the City.

PROPOSAL DEADLINE Proposals may be submitted any time before the Submission Deadline.

Proposals that do not arrive by the Submission Deadline will be late and will not be considered. Paper proposals delivered before the Submission Deadline but to the wrong City office will be considered non- responsive unless re- delivery is made to the office specified before the Submission Deadline. It is the responsibility of Proposers to allow suffic ient time for their proposals to be received by the Purchasing Office before the Submission Deadline. The City will not be held responsible for paper proposals mishandled as a result of the envelope not being properly labeled and delivered, or in the case of an electronic submission, for failure of a Proposer to allow adequate time to fully upload their electronic submission before the Submission Deadline.

PROPOSAL FORMS Proposals must be submitted on the forms supplied, or in the format requested, by the Purchasing Division. If the proposal is submitted in paper format, one original and the requested number 14 of copies must be submitted on or before the Submission Deadline. Proposers shall submit one (1) original proposal marked “MASTER” and the requested number of identical copies, clearly marked "COPY".

Envelopes containing the original and the copies should be marked in accordance with the directions found elsewhere in these instructions. If discrepancies are found between the copies, or between the original and any copies, the original "MASTER" will provide the basis for resolving such discrepancies. If one document is not clearly marked “MASTER", the City reserves the right to use the original as the Master.

If no document can be identified as an orig inal, bearing original signatures, Proposer's proposal may be rejected at the discretion of the City. For proposals submitted electronically, all required forms must be uploaded in the area provided in the vendor portal.

PROPOSAL MODIFICATIONS Any Proposer who wishes to make modifications to a proposal already received by the City of Anaheim must withdraw their proposal in order to make the modifications.

Withdrawals must be made in accordance with the terms and conditions of this solicitation (see Withdrawal of Proposal). For proposals submitted in paper form, all modifications must be made in ink, properly initialed by Proposer’s authorized representative, executed, and resubmitted in accordance with the terms and conditions of this solicitation. Electronic submissions may be withdrawn and resubmitted online. It is the responsibility of the Proposer to ensure that modified or withdrawn proposals are resubmitted before the Submission Deadline.

PROPOSAL OPENING AND RESULTS Only the names of the Proposers submitting proposals will be posted after opening. After an award is made, proposals received will become public record and made available upon request to the City Clerk.

PROPOSER IS SOLE POINT OF CONTACT The Successful Proposer will be the sole point of contact for any resulting contract. The City will look solely to the Successful Proposer for the performance of all contractual obligations that may result from an award based on this RFP, and the awarded Proposer shall not be relieved for the non-performance of any or all subcontractors.

PROPOSER'S BACKGROUND Proposer must provide a company profile. Information required is shown on the enclosed Request for Proposal. If so requested, Proposer must include in their proposal a complete discl osure of any alleged significant prior or ongoing contract failures, any civil or criminal litigation or investigation pending which involves the Proposer or in which the Proposer has been judged guilty or liable. Failure to comply with the terms of this provision will disqualify any proposal. The City reserves the right to reject any proposal based upon the Proposer’s prior history with the City or with any other party, which documents, without limitation, unsatisfactory performance, adversarial or conte ntious demeanor, significant failure(s) to meet contract milestones or other contractual failures.

PROPOSER'S REFERENCES Proposers may be required to provide references from similar projects performed for any other clients. Information required is shown on the enclosed Request for Proposal.

QUALIFICATION OF PROPOSERS Each Proposer shall be skilled and regularly engaged in the general class or type of work called for under the contract. The Proposer's experience shall be set forth and submitted in the Pr oposal. It is the intention of the City to award a contract to a Proposer who furnishes satisfactory evidence that the Proposer has the requisite experience, ability, sufficient capital, facilities, and resources to enable the Proposer to perform the work successfully and properly, and to complete it within the time specified in the contract. To determine the qualifications of the Proposer, the City will weigh any evidence that the Proposer has performed satisfactorily other contracts of like nature, magn itude and comparable difficulty and comparable rates of progress. In selecting the Successful Proposer, consideration will be given not only to the financial standing but also to the general competency of the Proposer for the performance of the work covered and/or specified in the contract documents.

QUESTIONS AND COMMENTS Questions and comments regarding this solicitation must be submitted 15 electronically through the vendor portal no later than ten (10) days before the Submission Deadline, unless a different date is stated in the specific RFP. The questioner's company name, phone, email address, and contact person must be included with the questions or comments. Answers made by the City will be posted electronically in the vendor portal. Attempting to obtain information from anyone other than the named point of contact for this RFP is strictly prohibited. Communications about this RFP with other City staff or elected officials, or other efforts to influence the outcome of the RFP process may result in disqualification or rejection of the offending company’s proposal.

REJECTION OF PROPOSALS, WAIVER OF INFORMALITIES The City reserves the right to reject any or all proposals, or any part of a proposal. The City reserves the right to reject the proposal of any Proposer who previously failed to perform adequately for the City or any other client. The City expressly reserves the right to reject the proposal of any Proposer who is in default on the payment of taxes, licenses, or other monies due the City of Anaheim.

SIGNATURES An individual who is authorized to bind the Proposer must sign the proposal.

SPECIAL PROVISIONS ATTACHMENT The special provisions attachment contains requirements that are hereby incorporated into this request for proposal and will become binding contract documents. Please enclose the signed special provisions form and any affidavits, bonds or other required documents with your proposal.

SPECIFICATIONS, DEFINITION The term "specification" as used in this solicitation shall be interpreted to mean all the pages that make up this solicitation, including but not limited to; the Request For Proposals, Instructions To Proposers, Scope of Work, Proposal form(s), Special P rovisions, and Insurance Certificates.

SUBMISSION METHOD The City issues and receives most solicitations electronically through the Bid Management Vendor Portal. However, in the event paper proposals are requested, such proposals must be submitted in seal ed envelopes and should be properly identified with the Proposal number and the Submission Deadline. Telephone, facsimile, or late Proposals will not be accepted or considered.

TAXES Successful Proposer shall pay all federal, state and taxes, levies, d uties and assessments of every nature due in connection with any work under the contract and shall indemnify and hold harmless the City of Anaheim from any liability on account of any and all such taxes, levies, duties, assessments and deductions. Proposal prices shall include allowance for said taxes.

TERMS OF THE OFFER The City reserves the right to negotiate final contract terms with any Proposer selected. The contract between the parties will consist of the RFP together with any modifications thereto, the awarded Proposer’s proposal, and all modifications and clarifications that are submitted at the request of the City during the evaluation and negotiation process. In the event of any conflict or contradiction between or among these documents, the documents shall control in the following order of precedence: the final executed contract, the RFP, any modifications and clarifications to the awarded Proposer’s proposal, and the awarded Proposer’s proposal. Specific exceptions to this general rule may be noted in the final executed contract. Proposer understands and acknowledges that the representations above are material and important, and will be relied on by the City in evaluation of the proposal. Proposer misrepresentation shall be treated as fraudulent concealment from the City of the facts relating to the proposal.

WITHDRAWAL OF PROPOSAL Proposers’ authorized representative may withdraw Proposals only before the Proposal Submission Deadline. After that time, Proposers may not withdraw their Proposals for a period of ninety (90) days from the date of opening, unless a different time limit is identified in the specifications of this solicitation. At no time may the successful Proposer withdraw his Proposal.

End of General Conditions
16 Appendix I – Class Specifications

17 18

19 Appendix II – Standard Insurance Language

Note: The following represents ANAHEIM’S standard language for the insurance provisions in its professional services contracts. With few exceptions, the language in the final Agreement will be as shown here. If a proposer has any specific concerns regarding any of the ANAHEIM’s insurance language or requirements, which would render the proposer unable or unwilling to e nter into an Agreement with the City, the proposer shall identify these concerns in its proposal . Deviations from the ANAHEIM’S standard language may be considered by the City in its evaluation of the responsiveness of a proposal.

INSURANCE

Without limiting ANAHEIM’S right to indemnification, it is agreed that CONSULTANT shall secure, prior to commencing any activities under this Agreement, and maintain, during the term of this Agreement, insurance coverage as follows:

Workers’ Compensation Insurance as required by California law and Employers Liability Insurance in an amount not less than $1,000,000 per occurrence/accident/illness/injury.

Commercial General Liability Insurance, including coverage for Premises and Operations, Contractual Liability, Personal Injury Liability, Products/Completed Operations Liability, as well as Independent CONSULTANT’S Liability where appropriate, in an amount not less than $2,000,000 per occurrence, $4,000,000 annual aggregate, written on an occurrence form. Such insurance shall be written on a primary basis but may include a deductible or self-insured retention of more than $10,000 per occurrence, provided that such deductible or self-insured retention is disclosed to ANAHEIM, in writing, at the inception of this Agreement.

Commercial Automobile Liability Coverage including—as applicable—owned, non-owned, and hired autos, in an amount not less than $2,000,000 per occurrence, combined single limit, as required by California law.

Professional Liability Insurance, in an amount not less than $2,000,000 per occurrence or per claim. Such insurance shall be written on a primary basis, but may include a deductible or self-insured retention of more than $10,000 per occurrence, provided that such deductible or self-insured retention is disclosed to ANAHEIM, in writing, at the inception of this Agreement.

CONSULTANT agrees that this insurance shall not be voluntarily cancelled by CONSULTANT, or limited in scope or coverage by CONSULTANT, until after thirty (30) days prior written notice has been given to the City Clerk, City of Anaheim, 200 S. Anaheim Blvd., Anaheim, CA 92805. This does not apply to cancellation for non-payment of premium, which requires notice of not less than ten (10) days. 20 Each insurance policy required by this Agreement shall contain the following clause or shall otherwise provide for the following conditions:

“It is agreed that any insurance maintained by CONSULTANT pursuant to this Agreement shall be primary to, and not contribute with, any insurance or self- insurance maintained by the City of Anaheim.”

“The City of Anaheim, its officers, agents, employees, representatives and ANAHEIM- designated volunteers are added as additional insured as respects the acts, omissions, operations and activities of, or on behalf of, the named insured, in regard to products supplied to, or work or services performed for, or related to, the City of Anaheim.”

Prior to commencing any work under this Agreement, CONSULTANT shall deliver to ANAHEIM insurance certificates confirming the existence of the insurance required under this Agreement, and including the applicable clauses referenced above. Also, within thirty (30) days of the execution date of this Agreement, CONSULTANT shall provide ANAHEIM (i) endorsements to the insurance policies that add to these policies the applicable clauses referenced above, or (ii) in lieu of said endorsements, documentation acceptable to ANAHEIM evidencing that the coverage, terms, and conditions set forth in the above-referenced clauses are otherwise included in said insurance policies. Insurance required hereunder shall be placed with insurers (i) admitted to write insurance in California, (ii) possessing an A.

M. Best’s rating of A VII or higher, or (iii) otherwise acceptable to ANAHEIM, with prior written permission from ANAHEIM. In the event that a claim or other legal action is filed against ANAHEIM, and if ANAHEIM, in its good faith opinion, believes it may have coverage under any of the insurance required herein, then ANAHEIM has the right to demand, and to receive within a reasonable time period, copies of the insurance policies related to such required insurance; provided, however, that this provision shall not apply if the parties agree that CONSULTANT shall fully defend, hold harmless, and indemnify ANAHEIM against any such claim or other legal action.

In addition to other remedies ANAHEIM may have if CONSULTANT fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, ANAHEIM may, at its sole option:

Order CONSULTANT to stop work under this Agreement and/or withhold any payment(s) that become due to CONSULTANT hereunder until CONSULTANT demonstrates compliance with the requirements hereof;

Terminate this Agreement.

21 Exercise of any of the above remedies, however, is an alternative to other remedies ANAHEIM may have and is not the exclusive remedy for CONSULTANT’S failure to maintain insurance or secure appropriate endorsements.

Nothing herein contained shall be construed in any way as limiting the extent that an CONSULTANT may be held responsible for payments of damages to persons or property resulting from CONSULTANT’S, (or CONSULTANT’S AGENT or SUB-AGENT, if any) performance of the work covered under this Agreement.

In the event CONSULTANT hires other persons or firms to perform some of the work related to this Agreement, CONSULTANT shall ensure (i) that the acts or omissions of such persons or firms are covered under the above-referenced liability insurance, or (ii) that such firms maintain insurance equal to or better than, and subject to the same limits, terms and conditions as, the insurance required of CONSULTANT under this Agreement (except for firms that are not performing professional services— such firms shall not be required to carry the above-referenced professional liability insurance); and in either instance, CONSULTANT shall provide, or cause to be provided, evidence of such insurance coverage, reasonably acceptable to ANAHEIM.

ANAHEIM’S Risk Manager is hereby authorized to amend the requirements set forth herein in the event that such reduction is in ANAHEIM’S best interest.

22 Appendix III – Standard Indemnification Provision

The following represents the City’s standard language for the indemnification, defense and hold harmless provisions in its contracts. With very few exceptions, the language in the final Agreement will be as shown here. If a proposer has any specific concerns regarding any of the City’s indemnification language that would render the proposer unable or unwilling to enter into an Agreement with the City, proposer shall identify these concerns in the proposal. Deviations from the City’s standard language may be considered by City in its evaluation of the responsiveness of a proposal.

[Note: Proposer should also be aware it is the City’s practice not to enter into Agreements that contain restrictive limitation of liability language or provisions. This includes language and provisions seeking to limit or restrict liability based on cost of services performed or goods provided.]

INDEMNIFICATION

As respects acts, errors or omissions in the performance of professional services, CONSULTANT agrees to indemnify and hold harmless ANAHEIM, its officials, officers, and employees from and against any and all claims, losses, damages, defense costs, or liability, of any kind or nature, arising out of the negligent acts, errors or omissions of the CONSULTANT or any SUB-AGENT in the performance of professional services under this Agreement, except those matters arising out of the sole negligence or willful misconduct of ANAHEIM.

As respects all acts, errors or omissions that do not arise directly out of the performance of professional services, including but not limited to those acts, errors or omissions typically covered by general and automobile liability insurance, CONSULTANT agrees to indemnify, defend (at ANAHEIM'S option), and hold harmless ANAHEIM, its officials, officers, employees, agents, and representatives from and against any and all claims, losses, damages, defense costs, or liability, of any kind or nature (collectively referred to hereinafter as “Claims”), arising out of or in connection with CONSULTANT’S (or CONSULTANT'S AGENT or SUB-AGENT, if any) acts, errors, omissions, or work, relative to this Agreement; except for those Claims that arise out of the sole negligence or willful misconduct of ANAHEIM.

The obligations set forth in this indemnification provision (i) shall be in effect without regard to whether or not ANAHEIM, CONSULTANT, or any other person maintains, or fails to maintain, insurance coverage, or a self-insurance program, for any such Claims; and (ii) shall survive the termination of this Agreement.

23 Appendix IV – Non-Collusion Affidavit

Note: To be executed by Proposer and submitted with proposal. STATE OF CALIFORNIA County of _________________________ ______________________ , being first duly sworn deposes and says that he/she is __________________________ of ______ , the party making the foregoing bid that such bid is not made in the interest of or on the behalf of any undisclosed person, partnership, company, association, organization or corporation; that such bid is genuine and not collusive or sham; that said bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid and has not directly or indirectly coll uded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that said bidder has not in any manner directly or indirectly sought by agreement, communication, or conference with anyone to fix the bid price of said bidder or of any other bidder or to fix any overhead profit, or cost element of such bid price, or of that of any other bidder, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in such bid are true, and further, that said bidder has not directly or indirectly submitted his bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative there to, or paid and will not pay any fee in connection therewith, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, or to any other individual except to any person or persons as have a partnership or other financial interest with said bidder in the general business.

By __________________________

Subscribed and sworn to before me this

day of , 20

24 Appendix V: Fees

Classification Pay Rate to Worker Range Billing Rate Range Most Recent
90 Day
Fulfillment
Number
Provided
Current
Active and
Available
Staff for This
Classification
Cleaner/Set
Up Worker
$ To $ $ To $

25 Appendix VI: References

Client Reference No. 1
Item Vendor Response
Name
Population
Contact Name
Contact Telephone Number
Contact E-mail Address
Approximate Portfolio Size

Business Initiation Date
Rationale for Inclusion as a Reference

Client Reference No. 2
Item Vendor Response
Name
Population
Contact Name
Contact Telephone Number
Contact E-mail Address
Approximate Portfolio Size
Business Initiation Date
Rationale for Inclusion as a Reference

Client Reference No. 3
Item Vendor Response
Name
Population
Contact Name
Contact Telephone Number
Contact E-mail Address
Approximate Portfolio Size

Business Initiation Date
Rationale for Inclusion as a Reference

26 Appendix V: Reference (Continued)

Client Reference No. 4
Item Vendor Response
Name
Population
Contact Name
Contact Telephone Number
Contact E-mail Address
Approximate Portfolio Size

Business Initiation Date
Rationale for Inclusion as a Reference

Client Reference No. 5
Item Vendor Response
Name
Population
Contact Name
Contact Telephone Number
Contact E-mail Address
Approximate Portfolio Size

Business Initiation Date
Rationale for Inclusion as a Reference

27 Appendix VII: Sample Professional Services Agreement (PSA)

(PSA Begins on the Following Page)

28 29

30 31

32 33

34 35

36 37

38 39

40 41

42 43

44 45

46 47

48 49

50 51

52 53

54 55

56 57

58 59

60 61

62 63

64 65

66 67

Appendix VIII: Pre-Bid Conference Map and Directions

PROPOSAL RESPONSE

REQUEST FOR PROPOSAL FOR

TEMPORARY AGENCY SERVICES
(#560-3-17-2023)

ANAHEIM CONVENTION CENTER

FROM:

HEALTH ADVOCATES NETWORK INC.

D/B/A STAFF TODAY

ORIGINAL
Exhibit B
Health Advocates Network, Inc.
d/b/a Staff Today
1875 NW Corporate Blvd, Suite 120
Boca Raton, FL 33431
C

OVER LETTER
SUBJECT: RFP #560-3-17-2023: - Temporary Agency Services Health Advocates Network, Inc. (HAN) d/b/a Staff Today hereinafter referred as HAN is submitting the following proposal for Anaheim Convention Center RFP #560-3-17-2023 for Temporary Agency Services.

Health Advocates Network, Inc. (HAN) is a C Corporation headquartered in Boca Raton, Florida and has been operational since 2020. HAN acquired Staff T oday Inc., based in Covina, California, to increase its presence in the allied and healthcare governmental staffing. Staff Today Inc. was founded in 2011, hence, this acquisition spearheaded HAN gaining 10+ years of governmental and correctional staffing experience in over 40 states.

HAN is led by very experienced and respected health care staffing executives in the industry, who are driven to propel the organization to becoming one of the most successful staffing companies. HAN’s biggest advantage is that it is well capitalized, having the trust of a very sophisticated investor group. This financing allows for strategic growth organically and through acquisitions, giving HAN the flexibility to invest resources to meet facility-specific needs.

HAN’s expertise is recruiting, screening, and hiring competent, qualified, experienced professionals to place in a variety of settings that meet the various staffing model needs of its clients. HAN is a full- service clerical & medical staffing agency that specializes in the placement of experienced nursing, allied healthcare professionals, administrative, clerical, light industrial workers, on long- and short-term contracts in California and across America. HAN believes that working in partnership with our clients ensures a high level of quality service and satisfaction to both our client and our company. Guided by its core values of quality and career advocacy, HAN remains steadfast to its commitment to career growth and development for all team members so they may navigate their own future and grow within the company.

HAN is competitive and our mission is to function as a center and leader of the Staffing Industry. HAN is a diversified staffing solutions organization, comprised of a cohesive team of innovative people, and dedicated to providing the highest quality situational staffing solutions with the greatest value.

HAN has carefully read the expectations, understands the nuances of staffing for Anaheim Convention Center and is confident that our team will exceed the agency’s expectations as a valued partner. HAN’s knowledge of the staffing industry will prove invaluable in the successful planning, implementation, and delivery of a mutually meani ngful, beneficial, and financially viable staffing service. Moreover, HAN makes full acceptance of the terms and conditions described in this RFP.

The undersigned person is the contact person, she has contractual responsibility and she is authorized to bind HAN to the terms of the proposal with Anaheim Convention Center. The proposal shall remain a firm offer that may be accepted by the Anaheim Convention Center at any time within 90 days following the deadline for submitting proposals.

Sincerely,
A
ndrea Goodwin
HR Manager
Tel: 800-928-5561
Email: [email protected]

Executive Summary

SUBJECT: RFP #560-3-17-2023: - Temporary Agency Services

Health Advocates Network, Inc. d/b/a Staff Today and hereinafter referred to as HAN , is submitting this proposal to Anaheim Convention Center RFP #560-3-17-2023 for Temporary Agency Services.

Health Advocates Network, Inc. (HAN) is headquartered in Boca Raton, Florida and has been operational since 2020.

HAN acquired Staff Today Inc., based in Covina, California, to increase its presence in the clerical and healthcare governmental staffing. Staff Today Inc. was founded in 2011, hence, this acquisition spearheaded HAN gaining 10+ years of governmental and correctional staffing experience in over 40 states.

HAN’s biggest advantage is that it is well capitalized, having the trust of a very sophisticated investor group. This financing allows for strategic growth organically and through acquisitions, giving HAN the flexibility to invest resources to meet facility-specific needs. HAN’s expertise is recruiting, screening, and hiring competent, qualified, experienced, and caring nurses and healthcare professionals (“HCP’s”) to place in a variety of care settings that meet the various staffing model needs of its clients. HAN believes that working in partnership with our clients ensures that a high level of quality service is achieved.

Our rapid growth is attributed to a well -known, respected management team that collectively has over 200 years of staffing non-clinical and clinical experience. The expertise that HAN brings to Anaheim Convention Center are choices of staffing models that include shift to shift/daily flexibility, longer term staffing using local professionals that can flex from “master” scheduling to contract staffing for 4 or more weeks, resource personnel outsourcing (“RPO”) as well as bringing knowledge and use of a variety of vendor management systems.

HAN’s team is led by Kevin Little co-founder of HAN, Medical Staffing Network (MSN) and Accountable Healthcare Staffing (AHS) along with Lynne Mathews , RN, co -founder of HAN , Accountable Healthcare Staffing AHS and Executive VP of Strategic Operations. At MSN, Kevin and Lynne were essential at expanding branch operations nationwide from a start up to over 110 locations. The Executive Team for HAN is:

Kevin Little, CEO
Lynne Mathews, RN, COO and Executive Vice President of Clinical Operations Andrew Goldwyn, Chief Administrative Officer and General Counsel Bobby Adamson, Chief Information Officer
Theodore Muraskin, Vice President of Accounting
Jacqueline Norris, RN & Director of Credentialing and Compliance Merry Fort, BS, RN Healthcare Executive Consultant

Having a national presence and staffing industry expertise enables HAN to bring changing standards, practices and innovation to its clients and employees. HAN knows that the client’s time is valuable, so it prides itself on offering comprehensive services in an efficient manner. Some of the advantages you will find with HAN include:

• Fast and effective response to requests
• Thorough screening process
• Proven, high-performance employees
• Exceptional service at competitive rates
• Satisfying employer/employee relationships

Labor is one of the largest costs for most companies and utilizing HAN helps clients save costs on projects. Our “mark up,” includes all the expenses associated with hiring and employing a candidate on your payroll: such as statutory costs, Cost of recruiting, Cost of turnover - if you lose a candidate internally, all of the recruiting expenses increase exponentially vs. calling us and having a replacement ASAP.

Financial impact of needing a flexible workforce – for clients that have peaks and valleys in their labor usage, HAN provides flexibility without them risking increased unemployment exposure.

Cost of making the wrong hire - Using HAN allows the client to “try before they buy” making sure they have the right person for the job – avoiding costly hiring mistakes.

HAN exist to take the details of hiring off your busy plate. HAN has professional and experienced team members ready to assist businesses throughout the entire hiring process. Interviews, background checks, and placement is the responsibility of our staffing firm. Companies who work with HAN save time, money and receive quality employees for temporary and seasonal positions.

HAN reports are customizable and the facility can create their own to meet their specific reporting needs. Reporting requirements are identified during the discovery phase of implementation. Our software also incorporates a unique report distribution service which can deliver reports to user’s email at predetermined intervals of time. This fully automated capability makes reports available to users when they are most needed and effortlessly accessible through a simplified link thus saving money spent on postage to mail out reports and eliminating the need to travel for audits because everything is available electronically.

HAN utilizes factors such as environment, culture, structure and goals in obtaining the best qualified candidates who not only can meet the client’s needs but have the strongest likelihood of success in the client’s particular work environments.

At HAN, a trusting relationship with clients and employees is crucial to the success of our business. Customer Service is one of most important aspects of our business. We take great pride in our constant effort to communicate and provide only the best customer service to the businesses we work with. We work to maintain clear communication wit h our clients and employees to ensure the job gets done correctly. All questions and concerns are welcomed and encouraged to help make the hiring process more successful overall.

HAN has carefully read the expectations, understands the nuances of staffing for Anaheim Convention Center and is confident that our team will exceed the County’s expectations as a valued partner. HAN’s knowledge of the staffing industry will prove invaluable in the successful plan ning, implementation, and deliver y of a mutually meaningful, beneficial, and financially viable staffing service. Moreover, HAN makes full acceptance of the terms and conditions described in this RFP . We also acknowledge the addendum 1 issued together with this solicitation.

The undersigned persons have contractual responsibility and are authorized to bind HAN to the terms of the proposal with the County of Orange Health Care Agency.

Sincerely,

Andrea Goodwin
HR Manager
Tel: 800-928-5561
Email: [email protected]

Experience
HAN has pioneered staffing methods and best practice strategies to meet the estimated project needs of Anaheim Convention Center as indicated in the RFP. By matching the thousands of candidates in our database with your needs and by tapping the knowledge and experience of our staffing experts, we can fill even the most difficult job positions. Our goal is to help you succeed in fulfilling your staffing needs by providing industry-leading resources, expertise and efficiency.

In today’s highly competitive recruitment marketplace, HAN realizes the value of good talent. Every potential employee undergoes a thorough interview and testing process, which typically averages a minimum of two- hours. The individual is evaluated based on attitude, communication and on-the-job skills, prior work experience and academic history/training. We pay particular attention to what the applicant expects from his/her employment with HAN so that we can best gauge their level of responsibility, flexibility and career expectations. Our Database retrieval system maintains an extensive profile showcasing each associate’s full range of skills, work experience, reference check information, I-9 completion, test scores and interviewer evaluations. Our computer system allows us to follow our temporary employees from assignment to assignment and evaluate their on-the-job performance. HAN’s thorough evaluation process enables us to offer you the best and most qualified contingent workforce in today’s marketplace. Our agency will be successful in filling the orders since we already have qualified people in our database that are capable of fulfilling the requirements as outlined.

HAN provides staffing services nationwide and has accumulated a database of over five thousand personnel that can be resourced to fill any needs of this contract. The client base of our company is 95% government institution including federal, state, and county, 5% is private institutions. Some of our successful past and current experiences providing the same or similar services as those required in this RFP within the last five (5) years include the following: - • IL Kane County - Temporary Employee Provider – 03/2021 - Present • Grapevine Colleyville Independent School District. Provide clerical/office, file clerk, custodian, etc. 3/1/2015-2/28/2020 • Missouri The Metropolitan St. Louis Sewer District - Temporary Staffing Services – 04/09/2021 - Present • University of Missouri - Temporary Staffing Services – 06/2021 - Present • Rowan University School of Osteopathic Medicine - Temporary Employment Agency Services – 08/2021 - Present • Fort Worth Independent School District - Academic/Education Consulting and Staffing - 08/2021 - Present • Arkansas Department of Human Services - Temporary Employment Services in the areas of Administrative Support, Custodial Services and Professional Services – 11/01/2021 - Present • ITH Staffing Clinical and Clerical services 2010-Present • CareOregon - Temporary Staffing Services – 12/22/2022-12/21/2025 • Department of Corrections, Orange County, Florida – Staff Assistant, General Accounting Clerk, Data Entry Operator, Ground cleaner, custodians, Administrative Assistant, Secretary 3/1/2015-2/28/2018 • City of Irvine – Administrative/custodial services – 2/2018 – Present • State of New York Office of General Services – Administrative Services Contract (Provide temporary Clerical, Financial, Dental, Custodial, Legal, Nursing & Medical Staffing Services to various New York State Entities)- 2012-Present • California Riverside County – Cleanup worker, Ground sweeper, and etc. - 7/1/2019-Present • Los Angeles County Department of Beaches and Harbor - Temporary Personnel Services (Clerks, Accountants, set up workers of events, cleaners, etc.) -1/30/2018-2/28/2022 • Orange County Sanitation District - Temporary Employment Services (cleaners, admin tasks, etc.) - 05/2018 – 06/2021 HAN has associates working in various facilities/institutions all over the country as displayed above & most of our clients are governmental owned agency and institutions and that is why we feel we are best suited to provide services under the anticipated agreement.

As such, HAN has the experience, capabilities and resources at both the organizational and individual levels to provide Temporary Agency Services to programs comparable in size, scope of work, and urgency as found within this RFP. When the office is closed an on-call coordinator is available to provide qualified temporary staff quickly. This Contract will be responded to via order -by- order basis. We will provide accurate reports. We shall provide staffing during holidays and weekends as needed. We shall provide all the pertinent information and employee certifications or licenses before the work commences. The availabili ty and commitment of our key executive staff will guarantee that the facility will be provided with the most qualified personnel available.

HAN will be successful in filling the staffing orders for all Temporary Agency Services proposed. This is because we already have qualified people in our database that can fulfill the requirements.

Firm Background
Health Advocates Network, Inc. (HAN) is a C Corporation headquartered in Boca Raton, Florida and has been operational since 2020. HAN acquired Staff Today Inc., based in Covina, California, to increase its presence in the allied and governmental staffing. Staff Today Inc. was founded in 2011, hence, this acquisition spearheaded HAN gaining 10+ years of governmental and correctional staffing experience in over 40 states.

With the combination of an experienced management team, HAN has a total of over 30 years in the staffing industry, and has resulted in excellence in providing medical, allied staffing, legal, administ rative, clerical, and needs. HAN is led by some of the most experienced and respected staffing executives in the industry, who are driven to propel the organization to becoming one of the most successful staffing companies. Guided by its core values of quality and career advoc acy, HAN remains steadfast to its commitment to career growth and development for all team members so they may navigate their own future and grow within the company.

HAN is well capitalized, having the trust of a very sophisticated investor group, most of whom were also investors with Medical Staffing Network and Accountable Healthcare Staffing, companies the executive team previously founded and managed. This financing allows for strategic growth organically and through acquisitions, giving HAN the flexibility to invest resources to meet facility-specific needs.

HAN understands the importance of client -specific solutions for recruitment, account management, credentialing/compliance and skill matching. HAN values and continuously strives to be a trusted employer for individuals providing these and other critical functions within its clients’ organizations.

The demands within the healthcare staffing space requires a more sophisticated partner who knows, and can recruit and credential with solutions that are grounded in understanding the needs of healthcare facilities. After founding two nationally recognized healthcare staffing companies, HAN gained a reputation as a leader in providing high-quality services and setting the standard for qualifying candidates. We are entrepreneurial and are recognized for our ability to start and quickly scale a business based on quality and service excellence.

HAN seeks to offer services at the most reasonable cost. In order to meet this goal we are committed to giving our employees the best consideration possible when arranging assignments, to encouraging their professional development, and to providing support for them. In turn, we are diligent in providing our clients with prompt, honest, and reliable services at a fair cost. We have been a leader in dealing with the intricacies of coordinating new staff into a facility, arranging proper orientation and maintaining the proper paperwork and personnel files to assure compliance with State, Federal and Joint Comm ission guidelines and requirements. You never have to worry that the proper vetting has been conducted and that the necessary paperwork and documentation is in place.

We operate twenty -four (24) hours a day, seven (7) days a week with our own staff answer ing phones and scheduling our employees. Other than for back up, to keep callers from being kept on hold, we do not utilize answering services. Our client s are able to speak directly with one of our staff immediately or within a maximum fifteen to twenty minutes of their call. Our phone number is 800-928-5561 or 626-626-1419; our fax number is 877-858-6263.

Principal Place of Business: 1875 NW Corporate Blvd., Suite 120, Boca Raton, FL 33431 Location that will be serving the needs of this RFP: 212 E. Rowland St. #313, Covina, CA 91723

Office Locations:
 Boca Raton, FL
1875 NW Corporate Blvd., Suite
270 Boca Raton, FL 33431
 Henderson, NV
871 Coronado Center Drive, Suite
200 Henderson, NV 89052
 Pennsylvania, Allentown
40 South 5th Street,
Allentown, PA 18101
 Los Angeles, CA
212 E. Rowland St. #313,
Covina, CA 91723
 California, San Diego
4455 Murphy Canyon Road,
Suite 100 San Diego, CA 92123
 Georgia, Calhoun
136 West Belmont Drive,
Ste11-502 Calhoun, GA 30701
 Florida, Orlando
4700 Millennia Boulevard, Suite
175 Orlando, FL 32839
 New York, Melville
105 Maxess Road,
Melville, NY 11747
 Texas, Fort Worth
1617 Park Place Ave,
Suite 110 Fort Worth, TX 76110

Types of Services Provided

HAN is a comprehensive staffing services company with an extensive network of diverse medical professionals, Legal professionals, IT and clerical personnel. For example: - • Nursing Services Professionals: Nurse Practitioner, Director of Nursing, Registered Nurse, Licensed Vocational Nurse, Certified Nurse Assistant, Licensed Practical Nurse, Certified Home Health Nurse Assistant, Medical Assistants • Mental Health Professionals: Psychiatrists, Psychiatric Technicians, Licensed Clinical Social Worker s, Psychologists, Social Worker (BSW), Social Worker (MSW)
• Dental Services Professionals: Dentists, Dental Hygienist, Dental Assistants • Food Services Professionals: Registered Dieticians
• Medical Services Professionals: General Physicians, Physician Assistants • Rehabilitation Therapy Professionals: Occupational, Physical, Speech and Respiratory Therapists/Assistants/Aids • Medical Imaging Professionals: X -Ray Technician, CT -Scan Technician, MRI Technician, Radiology Technologists, Nuclear Medicine Technologists, Mammogram Technologists • Pharmaceutical Professionals: Pharmacists, Pharmacy Technician • Laboratory Services Professionals: Phlebotomist, Laboratory Medical Technologist, Clinical Laboratory Scientist • Administrative & Clerical: Receptionist, Executive Assistant, Secretary, Administrative Assistant, Clerk, Data Entry, Store Clerk etc.
• Information Technology: IT help desk, QP, Computer Operator, Network Administrator, SQL etc. • Light Industrial Workers: Custodians, laborer, facilities repair worker, maintenance workers, housekeepers/cleaners

HAN has associates working in various facilities/institutions all over the country as displayed above & most of our clients are governmental owned agency and institutions and that is why we feel we are best suited to provide services under the anticipated agreement.

Staffing Methodology and Approach
HAN Recruiters receives extensive training in order to identify experienced and qualified candidates to service our client accounts.

Upon contract award, the Contract Manager will host an orientation with their Recruiters that is tailored to the staffing qualifications and contract terms for the awarded contract. Our Recruiters will become familiar with the specific requirements of the contract and the qualifications of the personnel needed to satisfy those requirements. These specifications and requirements w ill be used as a benchmark for recruiting experienced candidates.

After several years of staffing experience, HAN has established and adopted a very thorough and effective approach in providing quality services to our clients. The Personnel ordering process is described below:
1) A personnel request order may be placed by the client via fax, telephone, or email. 2) It is then entered into our database system.
3) An acknowledgement is sent to the client to confirm order and collect any pertinent information regarding the position.
4) A search is made in our system to identify potential candidates that match the skills requested. 5) A report is generated listing the candidates found and contact with the employee is made by phone and a description of the work to be performed is given, including pay, hours, facility location etc. If the employee is interested, we will request documentation that meets the minimum qualification and experience for the corresponding job titles in the classification system.
6) Depending on the duration and scope of the requested service, we will decide upon the appropriate action in regard to security clearance or any additional testing as needed. 7) Some of the candidates in the database have previously worked in other assignment hence have everything in file and may start work immediately if they match the skills requested and have completed application profiles in the database.

Once an order is placed and the potential candidate is found, contact with the employee is made by phone and a description of the work to be performed is given, including pay, hours, facility location, and licensing requirements. Then, if the employee is interested, we will request documentation that meets the minimum qualification and experience as are used for the corresponding job titles in the classification system. We will send in a copy of the current class specifications to be maintained on file. We also keep all pertinent information regarding competency skills and other documentations in a database for easy access and audits.

Orders received are then entered into our system and an acknowledgement is sent to the client/facility. This takes 1- 2 hours depending on mode used-fax or email. Our firm will take 24 hours to deliver resumes of the requested temporary personnel. This is considering the confirmation period, calling back wait times, and other factors that affect immediate response to this timeline. As we continue recruiting for the same position, we usually find shorter response times on the positions we recruit for. For example, if we call a candidate in our database and get a hold of them and they are interested the resume can be delivered within an hour because all pertinent information is already in our database thus after initial contact, we will submit them to the facility/client within 24hrs.

A Client could reasonably expect to conduct interviews within 48hrs. If drug testing is required prior to start of duty then an additional 24 - 48hrs because negative results are typically communicat ed the day after collection, while positive confirmations are typically communicated within 24 to 72 hours of the screening, with 40% reported the day after collection.

HAN usually will review more than one person for the requested service so that in case the one who goes to work does not fit we can provide a replacement thus keep staff supplied to our clients.

HAN can respond to emergencies and urgent requests as our clients are able to get a hold of a person 24hours 7days a week just by calling our after-hours phone. A live person will be able to respond and call someone to come in to work. Our normal response time for emergency calls is within 2hours for employees in our database. For those not in the database we can still provide services within the 2hours, but all the screening may not be completed. For example, drug testing takes 24- 72hours as mentioned above

HAN manages our clients in various geographical areas by assigning a recruiting manager who oversees a certain region and is given an or ientation of the contract requirements for that area. She then relays the information to her recruiters who match candidates to fit the needs of the clients. For example, in Florida we found it necessary to set up an office to cater to the Orange County client. Thus, setting up local offices is an option that we are open to exploring if it helps us service the client better.

HAN has determined 9- step that are proven to work in hiring and selecting quality personnel, increasing revenue, reducing the stress that comes from dealing with problem employees, and increasing client satisfaction.

1. Phone Screen

2. Application

3. Assessment

4. Interview

5. Criminal Background Check

6. Work References

7. Personal References

8. Drug Screen

9. Client Interview

After only the first three steps we can disqualify those applicants that don’t meet our standards, saving time and money, and move forward with those applicants that meet our criteria.

Once determination has been made that the applicant is a viable applicant it’s now time to have them complete the Pre-employment Assessment. This assessment includes three components:
• Personality and Behavior Assessment
• Cognitive Reasoning
• Attitudes Assessment

These three components have been proven to be the most effective predictors of job performance, job satisfaction and retention.

The Personality and Behavior Assessment will prove to be extremely beneficial in matching the right candidate with the right client.

The Attitudes Assessment has been proven to help companies evaluate whether an applicant may display inappropriate attitude and behavior with a client. As we all know, one bad hire can be the difference between a profitable case and a failure.

Our temporary workers all participate in an in-depth screening and interviewing process including:

• Criminal Background Checks
• Abuse Registry Checks
• License/Certification/Verification
• Reference Checks/Previous Employment History Verification • Education Verification
• Intensive Interviewing
• OIG Verification

Diversity Recruitment
Achieving diversity is an increasingly important aspect of HAN recruitment practices. HAN sees diversity as an important way to promote fairness and equity in the workplace, foster communication, creativity, innovation, and respect among members of the workforce, and thereby increase our ability to provide high-quality services to the clients we serve and the community.

HAN seeks to increase the representation of minorities, women, veterans, and the disabled, especially in occupations and grades where they are currently underrepresented. As such, diversity is a key aspect of our recruitment strategies. And below is a l ist of some of the strategies we employ to ensure equity through our work: - • Establishing intern programs targeted at minorities,
• Partnering and networking with professional associations and organizations whose members consist of persons who have been traditionally underrepresented in the labor force; • Advertising in publications and on web sites whose focused readership include minorities, women, veterans, and the disabled;
• Partnering with military transition centers;
• Using targeted mailings and e-mailings; and
• Partnering with special emphasis event coordinators.

Level of quality provided by HAN
HAN has incorporated standards for performance improvement and leadership of the Joint Commission throughout our quality management plan. The Joint Commission guidance focuses in part, “…on improving organizational performance is effectively reducing factors that contribute to unanticipated adverse events and/or outcomes…. Reducing unanticipated adverse events and/or outcomes requires an environment in which clients and organizational staff and leaders can identify and manage actual and potential risks to safety.” The Joint Commissions relevant standards in the performance improvement area include:
• The organization collects data to monitor its performance • Information for data analysis is used to make changes that improve performance and safety

Our talent pool is varied but on average the minimum is at least 6months-1year experience depending on job title.

HAN services are dedicated to the highest standards and we are very selective in choosing our professionals. Each prospective candidate is required to meet the following qualifications as well as demonstrate their knowledge in each individual specialt y.

Standard Professional Requirements
• 1 years of current experience
• Criminal Background checks are performed for all employees depending on contractual agreements • Drug testing is performed according to contractual agreement. • We verify all licenses and certificates to determine that they are valid and are in good standing. • We verify eligibility to work in the U.S.
• Reference checks are performed for the last 2 years of employment. References will be completed before candidate is assigned.
• Rigorous attendance standards enforced
• Zero tolerance for no-call, no-shows.
• Attendance policy, policy & procedures and job description on file. • Skills testing is performed

HAN will ensure the prospective temporary employees meet the requirements, by utilizing online assessment test for the various skills. HAN also supports career development through access to a dynamic assortment of educational resources for tuning up our employees’ skills through online tutorial systems, training and development. This is because the skills required for success in the corporate world are changing faster than ever before, thus people need quick and easy access to training hence we offer these tools to our employees.

Personnel

The following individuals will be responsible for various aspects of the contract as follows:

Dr. Aby Lilian will be the contract manager on this project. Dr. Li lian has more than 17 years of experience providing services of an equivalent nature as identified in the statement of work. She has worked in the capacity of contract projects director with Quality Medical Professionals ( QMP) a firm that deals with medical personnel contracts. At QMP she dealt with the state of California contracts for California Department of Corrections & Rehabilitation (CDCR) in providing temporary relief for various medical professionals such as pharm acists, pharmacy technicians, medical assistants, licensed vocational nurses, psychologists, x -ray technicians etc. She was owner and contract manager of Lead Staffing whereby she was responsible for administration of contracts. Dr. Lilian will serve as the Contract Manager on this contract and will oversee the daily provisions of this agreement to success. Dr. Lilian will be responsible for administration of the contract and any reporting, contract issues and any issues from a client relations standpoint of the contract.

Our invoices will be prepared by our accounting department led by Paul Mwangi, who will be in- charge of ensuring that we are following protocol on billing and invoicing guidelines. Additionally, our accounting software can create any customized reports that the Center might require. This software also tracks invoicing, timesheets, overtime, pay, and balances, just to mention a few features, all at the touch of a button.

Andrea Goodwin is the HR Manager & recruiting manager at HAN. She is a member of SHRM with a Master’s Degree in Industrial Psychology. She has been in the HR industry for over 7 years, and she will oversee the success of this project. Ms. Goodwin is in- charge of all the recruiters in our corporate office and the compliance department. Ms. Goodwin will serve as the Account Manager for this contract as she has experience serving in the same capacity for some of our other public sector contracts such as New York State-OGS, Commonwealth of Virginia, Commonwealth of Pennsylvania, Orange County Department of Corrections- Florida etc.

The compliance department is designed for peace of mind to the client and HAN, knowing that all the contract and client requirements are met. This means collecting and storing applications, li censure, background checks, any pertinent documents, and ensuring legality and authorization work in the US. Sarah Boulos is the Compliance Manager at HAN and she oversees and performs the monitoring functions. She schedules the skills and competency test s, reviews the results, performs background checks, reference checks, evaluations, and all other compliance functions. Ms. Boulos has over 3 years’ experience in the staffing industry in recruiting and compliance. HAN as mentioned earlier has contracts wi th various public-sector organizations providing similar service as requested in this contract.

Contracts Manager (0.25)
The Director of contracts will serve as the Contract Manager for this contract. In the capacity of contract manager 10hrs a w eek will be allocated to the management and supervision of the temporary healthcare staffing cont ract.  Responsible for management of ongoing contract and supplier management  Connect with business professionals to see how innovative acquisition and contract management processes can improve performance and enhance the bottom line for clients and associates.  Ensure that the operational results of the project is strategically aligned with the requirements of the client and the overall organizational objectives.
 Negotiate and supervise contract
 Evaluate and interpret primary contracts, sub contracts, and supply conditions and obligations and advise project teams on liabilities and risks under the contractual arrangement.  Develop and manage contractual issues related to time and cost implications for all contractual arrangements.  Review all contractor bid packages and proposals to ensure that the client is obtaining the best value.  Prepare and maintain all project records.
 Contract manager measures, monitors, and evaluates the performance of the project with respect to financial and commercial issues and facilitate any follow up.

Aby has strong work ethic and can meet deadlines and put in the time necessary to get the job done. She has good attention to detail with the ability to recognize discrepancies and great time management skills Aby is a self -starter, with the ability to work well under pressure, perform multiple duties, and meet deadlines. She has JD/MBA degree from University of La Verne and has over 10 years of experience working with various government agencies.

Accounting Lead (0.25)
The Accounting Head will be in charge of the Fiscal Management Process to ensure optimal cost efficiency for the State. At least 10hrs a week to this contract.
 Assist in formulating the company's future direction and supporting tactical initiatives  Monitor and direct the implementation of strategic business plans and develop financial and tax strategies  Participate in key decisions as a member of the executive management team  Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package  Supervise acquisition due diligence and negotiate acquisitions  Understand and mitigate key elements of the company's risk profile  Ensure that record keeping meets the requirements of auditors and government agencies  Maintain relations with external auditors and investigate their findings and recommendations  Monitor cash balances and cash forecasts and arrange for debt and equity financing  Maintain banking relationships
Paul Mwangi department head and he has an educational and work experience background in accounting & business administration. Paul has experience in partnering with executive teams, and he has a high level of written and oral communication skills.

Accounting Clerk (Full Time)
 Billing, Payroll processing and prepares payments by verifying documentation, and requesting disbursements.  Documents financial transactions by entering account information and recommend financial actions by analyzing accounting options.
 Substantiates financial transactions by auditing documents.  Performs Collections on Open Invoices
 Guides accounting clerical staff by coordinating activities and answering questions.  Reconciles financial discrepancies by collecting and analyzing account information.  Answers accounting procedure questions by researching and interpreting accounting policy and regulations.  Maintains customer confidence and protects operations by keeping financial information confidential.  Contributes to team effort by accomplishing related results as needed.

HR Manager (Full Time)
The HR Manager supervises the recruiter and administrative sales and operations staff. 40hours a week.  Confer with management to develop or implement personnel policies or procedures.  Contact job applicants to inform them of the status of their applications.  Develop or implement recruiting strategies to meet current or anticipated staffing needs.  Hire employees and process hiring-related paperwork.
 Inform job applicants of details such as duties and responsibilities, compensation, benefits, schedules, working conditions, or promotion opportunities.
 Interpret and explain human resources policies, procedures, laws, standards, or regulations.  Manage and supervise administrative personnel and recruiters  Identify and assess human relations or work performance problems within the company & client companies and provide advice or recommendation techniques including job skill training, personal intervention, and productivity seminars.
 Plan, organize & develop strategies for increasing work performance & improving human relations based on the needs of employees & budgetary constraints.
 Maintains and representing the firm to various institution including government agencies and private companies  Speak with employees in order to evaluate the effectiveness of human resources programs.

Andrea Goodwin is the HR Manager and she has the ability to influence and persuade senior management on issues that affect recruitment. She has pragmatic problem-solving skills & an articulate communicator with the ability to interpret and explain written and statistical data to a wide range of audiences. She is detail oriented and has a solid commitment to customer & employee service.

Compliance Manager (Full Time)
The Compliance Manager ensures that the records are well kept and that all certifications, health and licenses are valid and current.
 Provide skills-based training and coaching for all leaders and managers in relationship- building and collaborative practice.
 Control risk in a cost-effective manner
 Establish and maintain client relationships for ongoing business by responding to any grievances and developing remedial procedures.
 Review and manage all incoming resumes, for both internal and external candidates.  Responsible for managing and conducting employee file audits to maintain positive scores from Department of Health and Joint Commission on the Accreditation of Healthcare Organizations  Address employee relations issues, such as harassment allegations, work complaints, or other employee concerns.  Analyze employment-related data and prepare required reports.  Conduct exit interviews and ensure that necessary employment termination paperwork is completed.

Sarah Boulos is the Compliance Manage and she has sound decision making skills & excellent problem -solving and team- building skills to minimize disputes.

Staffing Plan
The purpose of the staffing plan is to make certain the contract has sufficient staff with the right skills and experience to ensure a successful contract completion.

The following is a detailed breakdown of the roles required to execute the contract. It includes: the contract role, the cont ract responsibility of the role, skills required, and number of staff required to fulfill the role, the estimated hours per week that wi ll be needed on the contract per person. Thus, where the staff required is 2, the estimated hours is 40 for each thus 80 hours for both.

Role Contract Responsibility

Skills Required
Number of
Staff
Required
Estimated
Hours
Spent/wk per
person
Duration
Required
Contract
Manager-Aby
Mamboleo
Lead team Contract/Contract
Management
1 10 Duration of
Contract
Compliance
Manager-Sarah
Review deliverables,
assure compliance &
review skills
Administrative and
Management
1 40 Duration of
Contract
HR Manager
Andrea Goodwin

Recruiters

Supervise & manage
recruiters ensure recruiting
& marketing is done as
needed
Call prospective candidates
for open positions and
recruit additional staff as
needed
Human Resources,
Marketing and
management

HR & customer service
1 2
40 40

Duration of
Contract
Accounting Clerk
-
Invoicing, billing, payroll
and create reports
Accounting 1 40 Duration of
Contract

All the above staff members are existing staff. HAN intends to hire new staff as the need arises to ensure quality services are maintained. The Contract manager is currently working on two small contracts whereby she spends approximately 10hours a week per project.

Reporting

Quality Management & Assurance

HAN is fully committed and invested in delivering the highest quality services to its clients and suppliers. Through the synthesi s of our people, process, and technologies HAN delivers a customized solution to meet the exacting needs of each client and their individual departments and users. At each step of the way quality is assessed, measured, and reported to our clients along wi th metrics and recommendations to support necessary change management for improved results.

The HAN’s technology systems allow our clients to clearly account for and report on quality measurements that matter to facilities.

With configurable and customizable tracking features, HAN is able to implement an objective reporting tool with the flexibility to meet the ever-changing needs of the healthcare industry and our clients.

In addition to quality service delivery, HAN has a Quality Assurance Team dedicated to risk management and quality delivery of services and support. The QA Team, located in our Covina, CA office is responsibl e for audits on credentials, data management, and our survey processes. Every quarter, our clients and/or suppliers are surveyed for their feedback and recommendations regarding our performance from the Program Management and support teams. These results are shared with the clients and, if necessary, changes are made to ensure the highest level of service delivery possible. HAN Inc. conducts regular Quality Business Reviews (QBR) for all clients. This review ensures that our programs continue to evolve and meet the needs of our clients and also validates our promised Key Performance Indicators (KPI).

Quality Checks

HAN’s quality checks help us monitor the temporary workers’ performance in the areas of attendance, communication skills (verbal, written & nonverbal), job attitude, productivity, job performance, job proficiency, working relationships, safety, following rules and policies etc. Our checks are done in the following ways: -

1) HAN associate will call the supervisor or person who requested service to ensure the temporary worker is performing according to your expectation.
2) HAN associate will periodically check with the client to ensure the performance and quality of the temporary worker is still according to the standards required.
3) When assignment is complete, HAN will get an evaluation of the quality of the performance and productivity of the temporary worker. This is done over the phone or through an evaluation survey by email/fax. HAN only retains workers that meet or exceed our standards.

HAN’s quality control program will ensure that we meet the highest standards regarding delivery of services, communication with the client, performance reviews all with the goal to minimize employee turnover. Below you will find a summary of our Quality Assurance Program or "QAP".

Our Quality Assurance Program Includes:
• Reference Verifications
• License Verifications
• Education Verifications
• Skills Evaluation
• Criminal Background Checks
• Drug Testing Upon Request
• Arrival Call Check
• Quality Control Checks During Assignment

 First day follow -up (On the first day of the employee's assignment we will telephone you to ensure our employee arrived on time. That same day we will follow up with our employee at home to find out their experience with your company. Pertinent information will be shared with you.  End-of-week follow-up (we will follow up with you again to determine if our employee's performance and attitude have satisfied your specifications.)
 Weekly follow up calls are made to ensure productivity, dependability, and quality  Position modifications
 Assignment completion
 Evaluation of employee skills and work habits (When our employee completes his/her assignment, a short form will be sent to you to evaluate overall performance, skill and attitude)  Retention of performance-meeting employees
 For longer term assignments, monthly follow up calls to our employees at home in the evening will also be completed.

In order for us to maintain a high level of customer service, it is necessary for us to gather data about customers, services, contracts, and to make periodic checks on our employees placed with our customers. This enables us to provide on- trend, anticipatory, proactive leadership in finding and placing high- quality workers with our clients. We don’t wait for problems to occur. We act in anticipation of future changes in the staffing needs of our clients. We help the facilities/client control expected and unexpected hiring situations. HAN continually:

• Develops and implements new recruiting and placement solutions • Hires top staffing agents and thoroughly trains each one in business, technology, professionalism and placement • Develops new talent

Disciplinary Actions

All performance and behavioral issues reported from customers are given top priority and investigated by HAN. Through our established quality check system we ensure that our temporary workers meet and exceed all our clients’ requirements. Poor workplace performance is handled through a process of gradual discipline. Our temporary workers are continually counsel ed on their performance and training is provided whenever appropriate or as needed. Temporary workers that cannot meet our standards are terminated for non- performance. Formal procedures have been developed when a problem cannot be settled informally. Reports of incompetence, negligent behavior, or misconduct will be thoroughly investigated and if necessary, the individual will be suspended. These reviews and evaluations will be performed by our HR department using online or faxed surveys and reviews filled out by the client facility.

If the Facilities determine that staff sent to a job site is not qualified to do the required work, within the first four (4) hours after reporting to work, that person may be sent back at no cost to the State. Additionally, HAN will comply with all cancellation, replacement, and quality requirements for temporary employees as outlined in the Scope of Work.

 See next pages for sample reports that we would like Anaheim Convention Center to field out in order to serve you better.

Complaint Management Report

Below: please summarize all relevant details from conversation communicating the following complaint

Date form completed:

Date of conversation with customer:

Complaint Management Log updated: Yes or No
Name of Agency Representative:
*RN, LVN, CNA, RCP, MD, CRNA, RRT, PT, OT etc.

PRIVILEGED AND CONFIDENTIAL: All information contained in this form and any appended materials are furnished as part of internal quality control and shall remain privileged and confidential Date of Complaint
Name of Person with Complaint
Name of Facility (if applicable)
Facility/VMS Contact information
Name and Class* of Employee
Employee Contact Information Email: Phone:

Description of Complaint

Details of Investigation

Resolution and Follow-up

Did this complaint results in a DNS? ___Yes ___No If yes, type of DNS: ___Clinical ___Professional

HEALTH ADVOCATES NETWORK, INC. DBA STAFF TODAY
Employee Performance Review
Employee Information
Name Employee ID
Job Title Date
Department Manager
Review Period
Ratings
1 = Poor 2 = Fair 3 = Satisfactory 4 = Good 5 = Excellent Job Knowledge
Comments
Work Quality
Comments
Attendance/Punctuality
Comments
Initiative
Comments
Communication/Listening Skills
Comments
Dependability
Comments
Overall Rating (average the rating numbers above)
Evaluation

ADDITIONAL COMMENTS
GOALS
(as agreed upon by employee
and manager)

Verification of Review
By signing this form, you confirm that you have discussed this review in detail with your supervisor. Signing this form does not necessarily indicate that you agree with this evaluation.

Employee Signature Date
Manager Signature Date

Nam
e Position Title Assigned Department Start Date Anticipated End Date Bill Rate Hours worked during the month
Total Amount Paid
during the month
Hours worked to
date
Total Amount Paid
to Date
Employee A LPN ER $50.00 120 $6,000.00 360 $18,000.00
Employee B RN ICU $45.00 120 $5,400.00 360 $16,200.00
Employee C C.N.A Neuro $25.00 120 $3,000.00 360 $9,000.00 Report Date: 11/29/2021
Sample Monthly Personnel Report
12/1/2021
12/1/2021
12/1/2021
02/28/2022
02/28/2022
02/28/2022
Invoice #
Invoice
Date
Delivery Order
Department /
Location Name
Employee Name
Employee Status
(Current or Previous)
If Previous,
Start | End Date
Supervisor Name
Total Invoice Amount
10001
10/31/2019
12345678
Mary Correctional
A B
Current
C D
4,562.12
$

10040
10/31/2019
12345645
Mary Correctional
E F
Previous
8/15/19 | 10/5/19
C D
4,952.12
$

Outstanding Balance
9,514.24
$

Invoice #
Invoice
Date
Delivery Order
Department /
Location Name
Employee
Name
Employee Status
(Current or Previous)
If Previous,
Start | End Date
Supervisor Name
Invoice Amount
9992
12345678
A B
Current
C D
5,241.36
$

10001
12345678
A B
Current
C D
4,562.12
$

10040
12345645
E F
Previous
C D
4,952.12
$

10100
12345678
A B
Current
C D
3,852.45
$

Total Sales
18,608.05
$

Date
Employee
Name
Department |
Location
Invoice #
Invoice
Date
Delivery Order
Department /
Location Name
Employee
Name
Employee Status
(Current or Previous)
If Previous,
Start | End Date
Supervisor Name
Total Invoice Amount
10001
12345678
A B
Current
C D
4,562.12
$

10100
12345678
A B
Current
C D
3,852.45
$

Outstanding Balance
8,414.57
$

Summary of Unsatisfactory Performance Records
Notes
N/A
Outstanding Invoice Summary
20 21
Usage Report
09/31/2021
10/31/2021
10/31/2021
10/31/2021
E
R - RUHS Med
ICU
-
RUH
S Med
E
R
- ITFO

ICU - ITFO
09/01/21-09/15/21
10/1/
21 | 10/15/
21 10/31/20
21 11/31/20
21 E
R
-
RUH
S Med
IC
U
- ITFO
24 Appendix V: Fees
Classification Pay Rate to Worker Range Billing Rate Range Most Recent
90 Day
Fulfillment
Number
Provided
Current
Active and
Available
Staff for This
Classification
Cleaner/Set
Up Worker
$ To $ $ To $

20.00 24.50

27.18 33.30
48 136
25 Appendix VI: References

Client Reference No. 1
Item Vendor Response
Name
Population
Contact Name
Contact Telephone Number
Contact E-mail Address
Approximate Portfolio Size

Business Initiation Date
Rationale for Inclusion as a Reference

Client Reference No. 3
Item Vendor Response
Name
Population
Contact Name
Contact Telephone Number
Contact E-mail Address
Approximate Portfolio Size

Business Initiation Date
Rationale for Inclusion as a Reference

International Outsourcing Services
Thea Ledesma, Human Resource
(800) 995-4868
[email protected]
May 2022 - Present
80%
RSMC Services, Inc. formerly ITH Staffing
[email protected]
(650)409-2020 Ext 101
Constance Moonzwe - CEO
2010-Present
Prided clean/up workers
40 %
5,000
Fort Worth Independent School District
8,000
Jonathan Bey
817-814-2210
[email protected]
09/01/2015 – 05/31/2021
Provide clean up workers
3500
Provided temporary staffing
30%
26 Appendix V: Reference (Continued)

Client Reference No. 4
Item Vendor Response
Name
Population
Contact Name
Contact Telephone Number
Contact E-mail Address
Approximate Portfolio Size

Business Initiation Date
Rationale for Inclusion as a Reference

Client Reference No. 5
Item Vendor Response
Name
Population
Contact Name
Contact Telephone Number
Contact E-mail Address
Approximate Portfolio Size

Business Initiation Date
Rationale for Inclusion as a Reference

Healthcare Staffing Professionals, Inc.

Cornelius Mamboleo, Vice President
(866) 975-3968 x108
[email protected]
January 2014 - Present
Provided custodial services
10,000
77%
Kane County - Illinois
530,000
Maria C. Calamia, Director of Purchasing
630-444-3186
[email protected]
2/9/21 - Present
Temporary Employee Provider (custodial, cleaner, etc.)
20%
Contract Performance

Not Applicable.

RFP Exceptions

NONE. Health Advocates Network, Inc. DBA Staff Today takes no exceptions to the Terms and Conditions of this solicitation.

Anaheim City CouncilJuly 11, 2023

Anaheim City Council
July 11, 2023