Glendale City Council
November 15, 2022

- ORIGINAL -
SEPTEMBER 30, 2022

CITY OF GLENDALE

ELDERLY NUTRITION PROGRAM PROPOSAL

PRESENTED BY
TRIO

COMMUNITY MEALS
Exhibit C
Exhibit 2
721 of 1517

September 30, 2022
Aylin Isayan, Community Services Supervisor
City of Glendale Community Services & Park Department
201 East Colorado Street
Glendale, CA 91205
Dear Ms. Aylin Asayan,
TRIO is honored to partner with the City of Glendale, a premier city anchored in pride of civic ownership. Thank you for trusting us for the past 30-plus years to serve your program. TRIO promises to provide quality meals and services for your community to enhance the lives of older adults. TRIO’s local California team and corporate support teams will abide by all requirements stated in your RFP .

TRIO is committed to remaining agile in operating a traditional model or the pandemic response model. Our team understands the importance of ensuring your community is safe and healthy. We will strategically pivot to adapt to your service model.

We look forward to leveraging our knowledge of your program to grow our partnership and enhance the dining experience of the elderly in Glendale. As participants return to the dining sites, we can implement a BeWell Kitchen event to create excitement and promote your three (3) sites.

TRIO shares your mission to provide exceptional service through precise execution and innovative leadership. TRIO is hiring two (2) support management team members dedicated to supporting TRIO’s elderly nutrition programs in the West Coast region. Both members reside in California, adding strength to our local California teams.

Please do not hesitate to contact me directly or Donna Doran, TRIO Client Partnership Director, at 601.594.0252 or donna. [email protected] regarding our proposal.

With kind regards,
John Kirk
Managing Director, TRIO Community Meals
[email protected]
TRIOCOMMUNITYMEALS.COM
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PF:1

PROPOSAL
FOR

CATERING SERVICES FOR ELDERLY NUTRITION PROGRAM
FOR

CITY OF GLENDALE

Date: 20

Proposer:

Name of Business

Tax Identification No.: DUNS Number: _________________________

Contact Person:

Address:

City: State: Zip Code:

Telephone: FAX:

Email:

TO THE CITY OF GLENDALE, CALIFORNIA:

In response to the Request for Proposals (“RFP”) by the City of Glendale (“City”), the undersigned person or entity (“Proposer”) now submits this Proposal (“Proposal”), with the accompanying forms and attachments.

1. In submitting this Proposal, Proposer certifies that:

A. Proposer has read, examined, and is fully familiar with all three of the items below (collectively, “the Documents”):

(1) The RFP’s provisions;

(2) The Con tract’s terms, conditions, requirements, specifications, and minimum performance standards; and

(3) Any Addenda issued during the proposal period;

B. Proposer has carefully checked all words, figures, and statements made in the Documents;

C. Proposer is satisfied that the Documents are accurate;

D. Proposer understands and accepts all of the Documents’ provisions;

E. Proposer has examined the Adult Recreation Center Kitchen and the Elderly Nutrition Program for which this Proposal is submitted, a nd Proposer is fully familiar with all facts, conditions, circumstances, and matters that may affect, in any way, Proposer’s services or costs;

F. Proposer has fully considered all other matters that may affect, in any way, Proposer’s services or costs;

September 30 22
TRIO Community Meals, LLC
26-2223480 110555591
Contractually, John Kirk; Proposal, Donna Doran
300 S. Tryon Street, Suite 400
Charlotte NC 28202
844.773.0370
[email protected];
[email protected]
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G. If Proposer is awarded a Contract; Proposer will not make a claim against City based upon ignorance of local conditions or misunderstanding of any of the Contract’s provisions. If the conditions turn out otherwise than what Proposer anticipated, Proposer agrees to assume all risks incident to it;

H. Proposer offers to fully perform all of the duties and obligations specified in the Documents in exchange for the consideration described in the Documents;

I. This Proposal is an irrevocable offer for a period of at least ninety (90) calendar days following City’s opening of all Proposals;

J. Except as the Contract or California law allow, City is not liable or responsible for any costs, fees, or expenses that Proposer incurs for any one or more of the following:

(1) Responding to this RFP;

(2) Anticipating or preparing for an award of a Contract;

(3) Obtaining any equipment, personnel, facilities, or other items to comply with the Documents’ provisions; or

(4) Performing the services under the Contract;

K. Within fourteen (14) calendar days after City issues the Notice of Intent to Award a Contract, or within any extension that City may allow, Proposer agrees to:

(1) Sign and deliver the Contract, of which the RFP, its attached Exhibits, and the Notice calling for Proposals are a part; and

(2) Furnish the insurance that the Documents require; and

L. At its expense, Proposer agrees to indemnify, defend, and hold harmless City and its officers, agents, employees, and representatives from and against any and all liability, suits, actions, proceedings, judgments, claims, demands, liens, losses, damages, costs, and expenses (including attorneys’ fees, litigation, arbitration, mediation, appeal expenses), if a dispute, lawsuit, or other proceeding arises out of any one or more of the following:

(1) Proposer’s submitting the Proposal;

(2) City’s accepting Proposer’s Proposal; or

(3) City’s awarding a contract to Proposer in compliance with this RFP, or state, federal, or local laws.

2. Under the penalty of perjury, Proposer certifies that:

A. This Proposal is genuine, is not a sham or collusive, and is not made in the interest of, or on behalf of, any person, partnership, corporation, firm, organization, or another entity not named or disclosed in the Proposal;

B. Proposer did not, directly or indirectly, induce, agree, or solicit anyone else to submit a false or sham Proposal, to refrain from proposing, to withdraw a Proposal, or to attempt to induce an action prejudicial to City’s interests;

C. Proposer has not sought by collusion, in any manner, to secure for Proposer any advantage over other proposers; and

D. All facts and statements in the Proposal are completely true, accurate, and correct.

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E. By signing this Proposal, each individual below represents and warrants that the individual:
(1) Has the right, power, legal capacity, and authority not only to sign this Proposal on the Proposer’s behalf, but also to bind the Proposer to this Proposal; and
(2) Binds the Proposer to this Proposal.

PROPOSER:

SIGNATURE MUST BE ACKNOWLEDGED
BEFORE A NOTARY (USE FORM PF:5) → → → → → → By
Signature
Name
Printed
Its
Title
Address
Telephone

IF PROPOSER IS A CORPORATION, IF PROPOSER IS A PARTNERSHIP,

PLACE IMPRINT OF CORPORATE SEAL JOINT VENTURE, OR OTHER LEGAL ENTITY, BELOW: THEN EACH PARTNER,PRINCIPAL, OR

INDIVIDUAL MUST SIGN THIS PROPOSAL ON
PAGE PF:4, IN FRONT OF A NOTARYSEAL
John Kirk
President
100 Valley Drive; Pearl, MS 39208
601-664-3221
DocuSign Envelope ID: 4C2E2B81-1A8C-432C-B1C8-67CA15985514 725 of 1517

PF:4

ADDITIONAL SIGNATURE PAGE

FOR PROPOSAL

PROPOSER:

SIGNATURE MUST BE ACKNOWLEDGED
BEFORE A NOTARY (USE FORM PF:5) → → → → → → By
Signature

Name
Printed

Its
Title

Address

Telephone

SIGNATURE MUST BE ACKNOWLEDGED
BEFORE A NOTARY (USE FORM PF:5) → → → → → → By
Signature

Name
Printed

Its
Title

Address

Telephone

SIGNATURE MUST BE ACKNOWLEDGED
BEFORE A NOTARY (USE FORM PF:5) → → → → → → By
Signature

Name
Printed

Its
Title

Address

Telephone

SIGNATURE MUST BE ACKNOWLEDGED
BEFORE A NOTARY (USE FORM PF:5) → → → → → → By
Signature

Name
Printed

Its
Title

Address

Telephone
726 of 1517

PF:5

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

State of California
}} County of
On before me,
Date Name and Title of the Officer
personally appeared
Name(s) of Signer(s)
Place Notary Seal Above
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature
Signature of Notary Public

OPTIONAL
Although the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form to another document.

Description of Attached Document
Title or Type of Document:

Document Date: Number of Pages:

Signer(s) Other Than Named Above:

Capacity(ies) Claimed by Signer(s)
Signer’s Name:

Individual
Corporate Officer — Title:

Partner: Limited General
Attorney-In-Fact
Trustee
Guardian Conservator
Other:

Signer is representing:

RIGHT THUMBPRINT

OF SIGNER
Top of Thumb Here
Signer’s Name:

Individual
Corporate Officer — Title:

Partner: Limited General
Attorney-In-Fact
Trustee
Guardian Conservator
Other:

Signer is representing:

RIGHT THUMBPRINT

OF SIGNER
Top of Thumb Here
XXXXX South Dakota
Minnehaha
09/19/2022 John Kirk - President- TRIO Community Meals
John Kirk
exp: 11/06/2024
DocuSign Envelope ID: 4C2E2B81-1A8C-432C-B1C8-67CA15985514 727 of 1517

PF:6
PROPOSER’S QUALIFICATIONS STATEMENT

All responses must be typewritten or printed legibly in ink. When additional space is needed to explain an answer, attach sheets as necessary. In Section 17 of this form, list and describe each attachment. Failure to (1) complete this form, (2) return it, or (3) attach a required document may render the Proposal non-responsive.

1. BUSINESS ORGANIZATION / STRUCTURE

1.1 Your firm is a:

Corporation Sole Proprietorship Partnership

Limited Liability Company Other:

1.2 If your firm is a corporation, answer the following:

1.2.1 Date of incorporation:

1.2.2 State of incorporation:

1.2.3 Corporate ID number:

1.2.4 President’s name:

1.2.5 Vice President’s name:

1.2.6 Secretary’s name:

1.2.7 Treasurer’s name:

1.2.8 Agent for Service of Process:

1.2.9 Agent’s address:

1.2.10 Is your firm a publicly traded corporation?
Yes No

1.2.11 For any person, firm or entity who owns 25% or more of the corporation’s stock, identify the individual, firm or entity and the corresponding percentage of ownership:

Name: Percent:

Name: Percent:

Name: Percent:

Name: Percent:

X
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PF:7

1.3 If your firm is a limited liability company, answer the following:

1.3.1 Date of formation:

1.3.2 State of formation:

1.3.3 Secretary of State’s File or ID number:

1.3.4 Chief Executive Officer’s name:

1.3.5 Name of Manager(s):

1.3.6 Agent for Service of Process:

1.3.7 Agent’s address:

1.3.8 For any person, firm or entity whose ownership or membership interest in the company exceeds 25%, identify the individual, firm or entity and the corresponding percentage of ownership or membership:

Name: Percent:

Name: Percent:

Name: Percent:

Name: Percent:

1.4 If your firm is a partnership, answer the following:

1.4.1 Date of formation:

1.4.2 Type of partnership (General, Limited, LLP):

1.4.3 Secretary of State’s Registration or ID number:

1.4.4 List the name of the General Partner(s) and any individual who has any equity interest in the partnership:

6/8/2021
Mississippi
2021299656
John Kirk, President, TRIO Community Meals, LLC
Thomas Heim
300 S. Tryon St., Suite 400 Charlotte, NC 28202
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1.4.5 List jurisdictions in which your firm’s fictitious name (dba) is filed:

1.5 If your firm is individually owned (a sole proprietorship), answer the following:

1.5.1 Date your firm started:

1.5.2 Name of owner:

1.5.3 List jurisdictions in which your firm’s fictitious name (dba) is filed:

1.6 If your firm is other than the type listed above, such as a joint venture, consortium, trust, association or other combination, describe the bus iness organization or structure, identify the principals, and list their corresponding percentage of ownership or control:

1.6.1 Description of business organization or structure:

1.6.2 Principals and their corresponding percentage of ownership or control:

Name: Percent:

Name: Percent:

Name: Percent:

Name: Percent:

2. OWNERSHIP AND NAME CHANGES

2.1 How many years has your firm been in business under its present name?

2.2 In the past ten years, has your firm changed names? Yes No

If Yes, list all prior names, addresses, and the dates they were used. Explain the reason for each name change:

2.2.1 Prior name:

4 years as TRIO
Community meals;
TRIO is a merger of 3
companies: Bateman
started in 1993, Valley
started in 1960, and
Lindley started in 1981X
Compass Group USA dba Bateman Community Meals, LLC
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PF:9

2.2.2 Address:

2.2.3 Reason name changed:

2.2.4 Starting / ending dates of prior name: /

2.2.5 Prior name:

2.2.6 Address:

2.2.7 Reason name changed:

2.2.8 Starting / ending dates of prior name: /

2.3 Is your firm a subsidiary, parent, holding company, or affiliate of another firm? Yes No

If Yes, ex plain the relationship between your firm and the associated firms. Include information about an affiliated firm only if one firm owns 50% or more of another firm, or if an owner, partner or officer of your firm holds a similar position in another firm:

2.3.1 Associated firm’s name:

2.3.2 Address:

2.3.3 Relationship between your firm and the associated firm:

2.3.4 Principals and their corresponding percentage of ownership or control:

Name: Percent:

Name: Percent:

Name: Percent:

Name: Percent:

2.3.5 Associated firm’s name:

2.3.6 Address:

2.3.7 Relationship between your firm and the associated firm:

2.3.8 Principals and their corresponding percentage of ownership or control:

Name: Percent:

3155 W. Pinhook Rd, Lafayette, LA 70508
Elior North America purchased Bateman from Compass
Group. Elior North America merged Bateman with
Valley Services and Lindley Food Services to form TRIO Community Meals X
Elior North America
300 S. Tryon St., Suite 400 Charlotte, NC 28202
Elior North America is the parent company of TRIO Community Meals.

Elior North America is a publicly owned company.
731 of 1517

PF:10
Name: Percent:

Name: Percent:

Name: Percent:

3. LICENSING

For the following questions, the term “owner” does not include owners of stock in your firm if your firm is a publicly traded corporation.

3.1 Are any of your firm’s licenses held in the name of a corporation or partnership? Yes No

If Yes, list below the name of the corporation or partnership that actually holds the license:

3.1.1 Corporation’s or partnership’s name:

3.2 List juri sdictions in which your firm is legally qualified to do business, provide license or registration number, and set forth the type of license. Attach additional sheets as necessary.

3.2.1 Jurisdiction:

3.2.2 License or registration number:

3.2.3 Type of license:

3.2.4 Jurisdiction:

3.2.5 License or registration number:

3.2.6 Type of license:

3.2.7 Jurisdiction:

3.2.8 License or registration number:

3.2.9 Type of license:

3.3 In the past seven years, has your firm or any of its owners, partners, officers, or employees been investigated, cited, a ssessed any penalties, subject to any disciplinary action by a licensing agency, or found to have violated any licensing laws or regulations? Yes No

If Yes, identity the licensing agency, type of license, date and re ason for the disciplinary action. Attach additional sheets as necessary.

3.3.1 Licensing Agency:

3.3.2 Type of license:

3.3.3 Date of disciplinary action:

3.3.4 Reason for disciplinary action:

X
TRIO Community Meals
TRIO is licensed to do business in 90 jurisdictions
in 26 states. We provided 12 CA jurisdictions, and
can provide all locations upon request. Please see
Attachment 3.2 for the rest of TRIO’s response.

City of Los Angeles, CA
0003298457-0001-1
Tax Registration for 3355 E Gage, Huntington Park, CA
City of Los Angeles, CA
0003298457-0002-0
Tax Registration for 8329 De Celis North Hills, CA
X
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3.3.5 Licensing Agency:

3.3.6 Type of license:

3.3.7 Date of disciplinary action:

3.3.8 Reason for disciplinary action:

3.3.9 Licensing Agency:

3.3.10 Type of license:

3.3.11 Date of disciplinary action:

3.3.12 Reason for disciplinary action:

4. EXPERIENCE AND PERFORMANCE HISTORY

For the following questions, the term “owner” does not include owners of stock in your firm if your firm is a publicly traded corporation.

4.1 How many years has your firm been in business as a food service provider?

4.2 In the past five years, have any of your firm’s owners, partners, or officers operated a similar food service provider business?
Yes No

If Yes, list the business’ name and address, and the person who operated the business.

Attach additional sheets as necessary.

4.2.1 Food service provider business name:

4.2.2 Address:

4.2.3 Name of your firm’s owner, partner or officer who operated other food service provider business:

4.2.4 Starting / ending dates of ownership: /

4.2.5 Food service provider business name:

4.2.6 Address:

4.2.7 Name of your firm’s owner, partner or officer who operated other food service provider business:

4.2.8 Starting / ending dates of ownership: /

4.3 Does your firm currently own or operate any other business? Yes No

If Yes, list the business’ name and address, and the person who operates the business. 50 years as Valley
Services, 1 of 3 legacy
TRIO companies.

X
X
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Attach additional sheets as necessary.

4.3.1 Business name:

4.3.2 Address:

4.3.3 Person’s name that operates business:

4.3.4 Description of business:

4.3.5 Business name:

4.3.6 Address:

4.3.7 Person’s name that operates business:

4.3.8 Description of business:

4.4 List the government entities for which your firm has provided food service for an Elderly Nutrition Program. Provide the name and telephone number of the person within the government entity who is most familiar with your performance of the services (i.e., “Contact Person”). Attach additional sheets as necessary.

4.4.1 Government entity’s name:

4.4.2 Services that your firm provided:

4.4.3 Starting / ending dates of services: /

4.4.4 Was your firm:

Selected by a bid or RFP? Yes No
Under a contract or agreement? Yes No

4.4.5 Contact Person: Phone Number:

4.4.6 Government entity’s name:

4.4.7 Services that your firm provided:

4.4.8 Starting / ending dates of services: /

4.4.9 Was your firm:

Selected by a bid or RFP? Yes No
Under a contract or agreement? Yes No

4.4.10 Contact Person: Phone Number:

4.4.11 Government entity’s name:

4.4.12 Services that your firm provided:

4.4.13 Starting / ending dates of services: /

4.4.14 Was your firm:

Selected by a bid or RFP? Yes No
Human Services Association
Freshly prepared meals for congregate dining and
homebound elderly. Frozen meals for homebound elderly
1987 Present
X
X
Darren Dunaway 562.806.5400 x200
MOW of Contra Costa Senior Nutrition Program
Lunch and breakfast for congregate and homebound
elderly. Meal types: hot, refrigerated and frozen. Delivery to 21 locations.1989 Present
X
X
Sara Cortez 925.787.5874
MOW of Solano County
All meals for senior nutrition programs and MOWSC
community food service contracts.
2016 Present
LiveWell with Traditions (LWWT)
100 Valley Dr, Pearl, MS 39208
Brian Campbell manages the business. Brian
reports to John Kirk, TRIO’s President.

LWWT partners with Health Plans to provide direct to the door frozen meals for Medicaid Advantage plans.

X
Please see Attachment 4.4 for the rest of TRIO’s response. 734 of 1517

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Under a contract or agreement? Yes No

4.4.15 Contact Person: Phone Number:

4.4.16 Government entity’s name:

4.4.17 Services that your firm provided:

4.4.18 Starting / ending dates of services: /

4.4.19 Was your firm:

Selected by a bid or RFP? Yes No
Under a contract or agreement? Yes No

4.4.20 Contact Person: Phone Number:

4.4.21 Government entity’s name:

4.4.22 Services that your firm provided:

4.4.23 Starting / ending dates of services: /

4.4.24 Was your firm:

Selected by a bid or RFP? Yes No
Under a contract or agreement? Yes No

4.4.25 Contact Person: Phone Number:

4.5 List the volume (by number of meals) of business that your firm performed for all Elderly Nutrition Programs for the years below:

2018 2019 2020

Congregate meals:

Frozen home delivered meals:

Hot home delivered meals:

4.6 Describe y our firm’s experience related to preparing and providing congregate and home delivered meals for an elderly population. Attach additional sheets as necessary.

TRIO has 50 years of experience preparing and providing congregate and home-delivered meals for the elderly. For 32 years, initially as Bateman, TRIO has provided meals for the City of Glendale’s Elderly Nutrition Program. Through the years, TRIO has perfected processes and procedures to continuously provide you with a quality program that positively impacts the lives of the elderly.

TRIO prepares and packages over 30 million congregate and home-delivered meals at 90 central kitchens in 26 states through partnerships with over 500 client elderly nutrition agencies. Because every program is unique, TRIO provides each client agency with a custom operational approach focusing on menu development, meal production, and logistics.

Please see Attachment 4.6 for the rest of TRIO’s response.

X
Laurie Hartmann 704.425.0638
Salt Lake County Aging & Adult Services
Freshly prepared congregate meals delivered to sites.

Homebound elderly receives frozen meals prepared
fresh by TRIO. An
average of 1,600
meals per day.
2016 Present
X
X
Russell Stoddard 801.538.3910
City of Inglewood
Fresh, hot congregate and home-delivered meals.
2019 Present
X
X
Baz Devlia 310.412.4360
8,466,923
8,842,825
13,812,124
12,086,332
11,101,831
17,563,394
10,395,227
18,672,187
18,129,105
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PF:14

4.7 Describe the extent of your firm’s knowledge and qualifications which demonstrate your understanding and ability to meet the complex requirements of the Elderly Nutrition Program.

Use the Food Services Specifications (RFP – EXHIBIT I) and Menu Writing Specifications (RFP – EXHIBIT II) as a guideline for expectations. Attach additional sheets as necessary.

4.8 Describe the extent of your firm’s business experience in any field, which would indicate your firm’s ability to successfully operate a regulated or complex business. Attach additional sheets as necessary.

TRIO’s ability to successfully operate a regulated or complex business is reflected by our financial stability and strong 98% client retention rate. The success is among over 600 client agencies in elderly nutrition agencies and the highly regulated CACFP , after-school programs, k-12 meal programs, summer lunch programs, adult day care, Medicaid waiver meals, and emergency disaster meals.

Ensuring TRIO meets all regulations, teams are supported by these resources provided by Elior North America, our parent company. At the helm of each resource is a leader with cutting-edge knowledge in their area of expertise. Our leaders provide programs, training, and tools for TRIO food service directors to effectively manage the wide breadth of an operation.

Please see Attachment 4.8 for the rest of TRIO’s response.

For elderly nutrition programs, TRIO prepares and packages 30 million meals annually in 90 central kitchens in 26 states. TRIO has had the distinct privilege since 1990 of providing quality, fresh and nutritious meals to the City of Glendale Elderly Nutrition Program. At the beginning of our partnership, our team began as Bateman, and we continued our commitment to your program throughout the years.

Using RFP Exhibit I, Food Services Specification as a guideline, TRIO’s practices will continue to include these critical elements:
• TRIO will furnish all food, labor, and equipment necessary to prepare and deliver individual meals and/or bulk food for persons 60 years and older.
• Meals will comply with all Federal, State, and County regulations, codes, and laws and Older Americans Act as stated in the RFP .
• TRIO will maintain a safe, sanitary environment meeting all local and state codes. • TRIO’s Food Service Manager, Israel Mazariego, 28 years of experience. • TRIO’s Registered Dietitian, Stephanie Pradun, meets all requirements stated in the RFP .

Stephanie’s resume and credentials are included in the attachments.

Please see Attachment 4.7 for the rest of TRIO’s response. 736 of 1517

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5. PERSONNEL

5.1 At present, how many people (whether paid or unpaid) work at your firm? _________________

5.2 Does your firm have an agreement or an arrangement with any other firm to loan or share your firm’s employees?
Yes No

5.3 When your firm submits this Proposal, if your firm does not have the personnel required by the RFP and the Contract, the following information must be provided. For each employee whom your firm intends to hire to fulfill and perform the services, describe below your firm’s plan for hiring personnel, qualification standards, training program or process, and date when the hiring process will be completed. Attach additional sheets as necessary.

5.4 List the personnel who will perform the work under this Request for Proposals.

5.4.1 Food Service Manager name:

5.4.2 Professional background:

5.4.3 Number of months / years with your firm:

5.4.4 Number of professional degrees / licenses / certifications this person holds:

For the City of Glendale
ENP 3 on-site and 3
support. TRIO employs
216 individuals in
California and additional
1, 385 outside
California.

X
TRIO employs three (3) team members dedicated to the City of Glendale program: Israel Mazariego, Vedy Mazariego, and Iris Lanterman. In addition, TRIO is hiring two (2) support management team members, who reside in California, adding strength to our local team.

These TRIO team members provide impactful support to TRIO’s City of Glendale dedicated team and support other TRIO operations in the region:

Jose Vargas, TRIO FSD at Huntington Park, supports the operation and is on-site at the Adult Recreation Center 2 days a week.

Joel Medina, TRIO Area Manager, supports the overall program ensuring TRIO meets your expectations.

Stephanie Pradun, TRIO Registered Dietitian, supports the City of Glendale menus ensuring all menu and nutritional requirements are met.

Victor Carranza, TRIO District Manager, a new TRIO team member, will support the City of Glendale program ensuring TRIO’s operations standards are practiced.

A Resource Manager will be hired to support the operation for specific needs, such as implementation of new programs.

Please see Attachment 5.3 for the rest of TRIO’s response.

Israel Mazariego, Food Service Manager & Main On-Site Cook Israel has 28 years experience preparing fresh meals from scratch for the City of Glendale Elderly Nutrition Program. He also leads the team ensuring quality procurement, production and packaging standards are met. Israel ensures the team follows TRIO’s protocols for food safety and sanitation, workplace safety, and training. Israel writes the Millennial Menu.
28 years
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5.4.5 List professional degrees / licenses / certifications:

5.4.6 Professional affiliations:

5.4.7 Related professional experience:

5.4.8 Honors and awards:

5.4.9 Registered dietician name:

5.4.10 Professional background:

5.4.11 Number of months / years with your firm:

5.4.12 Number of professional degrees / licenses / certifications this person holds:

5.4.13 List professional degrees / licenses / certifications:

5.4.14 Professional affiliations:

ServSafe Certified,
Seafood HACCP Certified, Food Handler’s Card
Prior to Israel’s 28 years at the City of Glendale,
he held a position at a hotel.

Stephanie Pradun, RDN, LDN
Stephanie has 11 years of experience as a Registered Dietitian. Stephanie has a passion for food service with specalties in food serve management, budget-conscious menu design, and training and development.
4 years
Certified Food Protection Manager, ServSafe
B.S.in Nutritional Science, Dietetics from the University of Wisconsin-Madison Completed CADE-Accredited Dietetic Internship from the University of Wisconsin Hospital & Clinics
2 Member, Academy of Nutrition & Dietetics
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5.4.15 Related professional experience:

5.4.16 Honors and awards:

5.4.17 On-site cook name:

5.4.18 Professional background:

5.4.19 Number of months / years with your firm:

5.4.20 Number of professional degrees / licenses / certifications this person holds:

5.4.21 List professional degrees / licenses / certifications:

5.4.22 Professional affiliations:

5.4.23 Related professional experience:

5.4.24 Honors and awards:

• Writes nutritionally complete menus to satisfy contract requirements and participant requests. • Conducts ongoing focus groups and interviews to collect feedback and suggestions. • Performs nutrition analysis to ensure adequacy.
• Presents nutrition information and other education sessions to address needs within the community.

Vedy Mazariego, the Cook Helper to Israel Mazariego who is the Food Service Manager and Head On-Site Cook.

For 6 years, Vedy has been TRIO’s cook helper on-site at the City of Glendale’s Adult Recreation Center. Vedy preps the majority of the ingredients following recipes. 6 years
1 ServSafe Certification
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5.5 Are the resumes of all of the employees listed in 5.4 attached to this Proposal? Yes No

6. EMPLOYEE SAFETY AND TRAINING

6.1 Does your firm have a written Injury and Illness Prevention Program (“IIPP”) that complies with California’s Code of Regulations, Title 8, Section 3203, or any other written policy manual for your employees’ safety?
Yes No

6.2 Does your firm have a written policy for handling, transporting, and disposing of hazardous materials?
Yes No

6.3 Does your firm have a training program for new employees? Yes No

6.4 Does your firm have regular training for its food service handlers? Yes No

6.5. Is your firm in full compliance with Los Angeles County Code Title 2 - Administration, Division 4, Chapter 2.212 (COVID -19 Vaccinations of County Contractor Personnel), and Los Angeles County’s Subaward Requirements for COVID-19 Vaccinations of County Contractor Personnel (Exhibit VI and Exhibit VII to the RFP)?
Yes No

If No, describe with which requirements your firm is not in compliance; and whether your firm will be able to fully comply with the County requirements if awarded a C ontract. Attach additional sheets as necessary.

6.6 In the past five years, has your firm received an OSHA or Cal/OSHA citation or notice of violation?
Yes No
X
X
X
X
X
X
X
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If Yes, list the date; describe the facts and circumstances about each instance; identity any citation or notice of violation that the agency issued; list the date, court and case number of any criminal action or civil suit arising out of each instance; and set forth the status, outcome or disposition of the citation, notice of violation, criminal action or civil suit. Attach additional sheets as necessary.

7. SECURITY

7.1 In the past five years, have any crimes occurred or been attempted at your firm’s business office or principal place of operations?
Yes No

If Yes, list the date, identify the location, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

8. FINANCIAL RESOURES AND RESPONSIBILITY

8.1 In the past ten years, has your firm, or anyone else acting on behalf of your firm, filed for bankruptcy, insolvency, receivership, or reorganization? X
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Yes No

If Yes, list the filing date, identify the court and case n umber, describe the facts and circumstances giving rise to each instance, and set forth the disposition or current status.

Attach additional sheets as necessary.

8.2 In the past ten years, has your firm had any consolidations, mergers, acquisitions, closings, layoffs, or staff reductions?
Yes No

If Yes, list the date, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

8.3 Is your firm in the process of, or in negotiations toward: (a) consolidating, merging, selling, or closing its food service provider business, or (b) laying off employees or reducing staff? Yes No

X
X
X
Bateman, Valley Services, and Lindley Food Services merged to form TRIO Community Meals in 2019.
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If Yes, describe the transaction; list the anticipated date for completing the transaction, laying off employees, or reducing staff; and describe the facts, circumstances, and reasons for taking the action. Attach additional sheets as necessary.

8.4 The RFP requires an audited or reviewed financial statement, or a compilation, prepared by a Certified Public Accountant, and a letter of reference from a bank or other financial institution, to accompany the Proposal. This information will be used only for the purpose of determining whether the Proposer has sufficient financial resources to perform the requested services.

Place an “X” below for each year that your firm has attached a financial statement:

8.4.1 2018:

8.4.2 2019:

8.4.3 2020:

8.5 Is a letter of reference from the bank or other financial institution attached to this Proposal? Yes No

9. BID REJECTION AND CONTRACT TERMINATION

For the following questions, the term “owner” does not include owners of stock in your firm if your firm is a publicly traded corporation.

9.1 Has a government entity or a client ever rejected your firm’s Bid or Proposal for services? Yes No

If Yes, list the date, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

X
X
X
X
X
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9.2 Has a government entity or a client ever determined that your firm is a non-responsible bidder or contractor?
Yes No

If Yes, list the date, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

9.3 Has a government entity or a client ever debarred or suspended your firm from bidding or contracting?
Yes No

If Yes, list the date, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

X
X
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9.4 Has your firm ever failed to fulfill or perform, either partially or completely, a contract or an agreement with a government entity or a client?
Yes No

If Yes, list the date, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

9.5 In the past ten years, has any officer or principal of your firm been an officer of another firm which failed to perform a contract or agreement?
Yes No

If Yes, list the date, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

X
X
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9.6 Has a government entity or a client ever terminated, suspended, or non -renewed your firm’s contract or agreement before its completion?
Yes No

If Yes, list the date, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

9.7 Has a government entity or a client ever notified or advised your firm that its performance under a contract or agreement is poor, sub-standard, or non-compliant? Yes No

If Yes, list the date, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

X
X
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9.8 In the past ten years, has your firm paid, or has your firm been assessed, liquidated damages on a contract or agreement?
Yes No

If Yes, list the date, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

10. BUSINESS INTEGRITY

For the following questions, the term “owner” does not include owners of stock in your firm if your firm is a publicly traded corporation. The term “convicted” includes a verdict of guilty by a judge or jury, a plea of guilty, a plea of nolo contendere, or a forfeiture of bail.

10.1 In the past ten years, has your firm or any of its owners, partners, officers, or employees been convicted in a criminal action, or found liable in a civil suit, for making false claim(s)— including false claims(s) for payment— or material misrepresentation(s) to any government entity?

Yes No

If Yes, identify the government entity; list the date, court and case number; describe the facts X
X
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and circumstances about each instance; and set forth the outcome or disposition. Attach additional sheets as necessary.

10.2 Is a government entity currently investigating your firm or any of its owners, partners, officers or employees for making false claim(s) — including false claims(s) for payment — or material misrepresentation(s)?
Yes No

If Yes, identify the government entity, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

10.3 In the past ten years, has your firm or any of its owners, partners, officers, or employees been convicted of a crime involving embezzlement, theft, fraud, forgery, bribery, deceptive or unlawful business practices, perjury, falsifying or destroying records or evidence, or receiving stolen property?
Yes No

If Yes, identify the crime or offense; list the date, court and case number; describe the facts and circumstances about each instance; and set forth the penalty or punishment imposed.

Attach additional sheets as necessary.

X
X
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10.4 In the past ten years, has your firm or any of its owners, partners, officers or employees been convicted of a felony?
Yes No

If YES, explain the details of that conviction and, if so, whether you or said officer have served his or her sentence. Attach additional sheets as necessary.

10.5 In the past ten years, has your firm or any of its owners, partners, officers or employees been convicted of a crime related to the bidding of a government contract, the awarding of a government contract, or the performance of a government contract? Yes No

If YES, identify the government entity; list the date, court and case number; describe the facts and circumstances about each instance; and set forth the penalty or punishment imposed.

Attach additional sheets as necessary.

X
X
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10.6 In the past ten years, has any government entity ever : (a) investigated, cited, disciplined, or assessed any penalties against your firm or any of its owners, partners, officers, or employees, or (b) determined that your firm or any of its owners, partners, officers, or employees violated any laws, rules, or regulations?
Yes No

If Yes, identify the government entity, list the date, and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

11. CLAIMS AND SUITS

For the following questions, the term “owner” does not include owners of stock in your firm if your firm is a publicly traded corporation.

11.1 In the past ten years, has your firm or any of its owners, partners, officers, or employees been a defendant in court― participated in an arbitration or mediation, or administrative hearing― on a matter related to:

11.1.1 The performance, non -performance, default, violation, or breach of a contract or agreement?
Yes No
X
X
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11.1.2 Preparing or serving food, beverages, or meals?
Yes No

11.1.3 Violating any laws, rules, or regulations?
Yes No

11.1.4 Bodily injury or personal injury (libel, slander, false imprisonment)? Yes No

11.1.5 Employment-related litigation brought by an employee of your firm? Yes No

11.1.6 Payment or non-payment to a subcontractor or supplier? Yes No

11.1.7 California Labor Code requirements relating to underpayment of wages, failure to maintain or produce payroll records, or failure to maintain workers’ compensation insurance?
Yes No

11.1.8 Defective, deficient, substandard, or noncompliant work or services? Yes No

If the answer to questions 11.1.1 to 11.1.8 is Yes, identify the name of the person or entity that sued (i.e., “the plaintiff”); list the date, court, and case number; describe the facts and circumstances giving rise to the lawsuit, mediation, or arbitration; and set forth the outcome or disposition. Attach additional sheets as necessary.

11.2 Has your firm ever filed a claim for damages or a lawsuit, or requested arbitration or mediation, against a government entity or client?
Yes No

If Yes, identify the government entity or client; list the date, court and case number; describe the facts and circumstances about the claim for damages, lawsuit, mediation, or arbitration; and set forth the outcome or disposition. Attach additional sheets as necessary.

X
X
X
X
X
X
X
X
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11.3 Are there any pending or outstanding judgments or liens against your firm or any of its owners, partners, officers, or employees?
Yes No

If Yes, identify the name of the person or entity entitled to payment; list the date, court and case number; describe the facts and circumstances giving rise to the judgment or lien; and set forth the amount of the judgment or lien. Attach additional sheets as necessary.

12. INSURANCE

12.1 For the last five years, state how many claims (whether or not your firm believes it was responsible for the loss, damage, or injury), filed by clients, persons receiving your firm’s meals, or third parties, that your firm forwarded to its insurance carrier(s). Include paid and unpaid claims:

12.1.1 2017:

14.1.2 2018:

14.1.3 2019:

14.1.4 2020:

14.1.5 2021: ______

12.2 In the past ten years, has an insurance company or a surety company:

12.2.1 Refused to insure your firm?
Yes No

12.2.2 Canceled or non-renewed your firm’s insurance coverage? Yes No

12.2.3 Refused to issue your firm a bond?
X
X
X
5 3
2 5
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Yes No

12.2.4 Canceled or revoked a bond obtained by your firm? Yes No

If the answer to questions 1 2.2.1 to 1 2.2.4 is Yes, identify the name of the insurance company or surety company; list the date; and describe the facts and circumstances about each instance. Attach additional sheets as necessary.

12.3 Your firm must submit to its insurance company , or insurance agent , the “Insurance Requirements” in the RFP and the proposed Contract.

Your insurance company’s underwriter or agent must complete the “Insurance Requirements Affidavit”― on the next page― which states that if the City awards a Contract to your firm, your insurer’s underwriter or agent will furnish t he City with the required insurance documents within fourteen (14) calendar days after your firm’s having been notified of the Contract’s award.

YOUR FIRM MUST SUBMIT THE COMPLETED AFFIDAVIT FORM WITH ITS PROPOSAL.

The City may reject any Proposal made without the affidavit, or made with an incomplete affidavit form.

12.3.1 Has your firm submitted the “Insurance Requirements Affidavit” to your insurance company’s underwriter or agent?
Yes No

12.3.2 Has your insurance company’s underwriter or agent completed the affidavit form? Yes No

12.3.3 Is the completed affidavit form attached to this Proposal?? Yes No

X
X
X
X
X
Please see Attachment 12.3 for TRIO’s response regarding the Insurance Requirements Affadavit.
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INSURANCE REQUIREMENTS AFFIDAVIT

THE CONTRACTOR’S INSURANCE COMPANY(S) OR INSURANCE AGENT MUST COMPLETE THIS FORM AND
THE CONTRACTOR MUST SUBMIT THIS AFFIDAVIT WITH THE CONTRACTOR’S PROPOSAL.

I, the undersigned (check one box:  underwriter  agent), certify that I and the Contractor listed below have jointly reviewed the “Insurance Requirements” in this Request for Proposals. If the City of Glendale (“City”) awards the Contractor the contract for “Elderly Nutrition Program Catering Service,” I will be able— within fourteen (14) calendar days after the Contractor’s having been notified of the contract’s award— to furnish the City with valid insurance forms (including: one or more insurance certificates and additional insured endorsements) that fully meet all of the “Insurance Requirements.”

Underwriter’s / Agent’s Signature Date

Underwriter’s / Agent’s Name (Printed)

Address City State Zip Code

Telephone Number FAX Number Email Address

Elderly Nutrition Program
Contractor’s Name Request for Proposal

Place a check mark () next to each line of coverage, and furnish the name of the Insurance Company providing the coverage.

DO NOT write “Will Provide,” “To Be Determined,” “When Required,” or similar phrases.  Commercial General Liability
 Automobile Liability
 Workers’ Compensation Liability
 Professional Liability
 Pollution Liability Not required
 Builder’s Risk Not required

NOTE TO THE UNDERWRITER / AGENT: If the insurance forms that the Contractor submits to the City do not fully comply with the “Insurance Requirements,” and/or if the Contractor fails to submit the forms within the 14 days’ time limit, the City may: (1) declare the Contractor’s Proposal non -responsive, and (2) award the contract to the next highest scoring, responsible proposer.

If you have any questions about “Insurance Requirements,” please contact (Veronica Padron), Risk and Insurance Analyst, at (818) 550-4354.

Please see Attachment 12.3 for TRIO’s response regarding the Insurance Requirements Affadavit.
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13. REFERENCE CHECK

13.1 The City of Glendale may: (1) request credit, criminal, and investigative reports about your firm, and (2) contact the references, government entities, and other persons listed in this Proposal.

The City of Glendale will use this information to evaluate your firm’s financial resources, responsibility, and integrity with respect to this Proposal, an award of the Contract, or any contract renewal. The City of Glendale will treat any information that it obtains now or later as confidential.

13.1.1 Does your firm authorize the City of Glendale to obtain credit, criminal, and investigative reports about your firm?
Yes No

13.1.2 Does your firm authorize the references, government entities, and other persons listed in this Proposal to release information about your firm to the City of Glendale? Yes No

14. PUBLIC RECORDS EXEMPT INFORMATION

Below identify (by a general description) all copyrighted material, trade secrets, or other proprietary information (“protectable documents”) that Proposer has included in this Proposal w hich Proposer believes should be exempt from disclosure under California’s Public Records Act, Government Code Section 6250, et seq. By listing the protectable documents below, Proposer agrees to indemnify, defend, and hold harmless City and its officers, agents, employees, and representatives from and against any action, claim, lawsuit, or proceeding, including costs and expenses, arising out of or connected with the City’s refusal to disclose the protectable documents to any party making a request for those items. The City will treat any Proposer, who fails to identify below protectable documents that Proposer believes should be exempt from disclosure, as having waived its right to an exemption from disclosure, as the Public Records Act provides.

TRIO’s answer to 4.4 of the Proposal Form is confidential and proprietary.

The audited annual financial results for 8.4.1 - 8.4.3 (years 2018, 2019, and 2020) are confidential and proprietary.

X
X
TRIO’s answer to 15.1 of the Proposal Form (Meal Rates) is confidential and proprietary.

TRIO’s answer to 5.4 (Attachment 5.4 - Resumes) is confidential and proprietary. 755 of 1517

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15. MEAL RATES

15.1 Your firm’s proposal for meal pricing must be based on the Menu Writing Specifications (EXHIBIT II) and the 2022-2023 Menu (EXHIBIT III). Pricing must be within the terms and conditions of the Food Service Specifications (EXHIBIT I).

Price per meal is based on meals prepared by the Contractor at the Adult Recreation Center, with the City’s delivering meals to two satellite locations.

In the blanks below, list the total price per meal for each program:

15.1.1 Hot Meals / Boxed Lunches Prepared Program: $

15.1.2 Frozen, Home Meals Delivered Program: $

16. ADDITIONAL INFORMATION

Below state any other information that your firm believes is essential to a complete evaluation of the Proposal. If your firm has no additional information, state below: “Our firm does not have any additional information to present.”

4.56 4.75
Nutrition Education: Monthly Handouts, Virtual Events, and BeWell Kitchen Events.

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17. ATTACHMENTS

For any attachment that is a part of this Proposal, list and describe the attachment (e.g., “Explanation concerning question 9.3 - 2 pages” or “Information required by Section 6 of the RFP – 6 pages”).

Our firm declares that the attachments listed below are added and are made a part of this Proposal in order to fully and accurately respond to the RFP:

16.1 16.2

16.3 16.4

16.5 16.6

16.7 16.8

16.9 16.10

16.11 16.12

16.13 16.14

16.15 16.16

16.17 16.18

16.19 16.20

Attachment 4.4 - 2 pages
Attachment 4.6 - 1 page
Attachment 4.8 - 1 page
Attachment 8.4.1 - 2018 Financial Report for our parent company, Elior Group - 8 pages Attachment 8.4.2 - 2019 Financial Report for our parent company, Elior Group - 9 pages Attachment 8.4.2 - 2020 Financial Report for our parent company, Elior Group - 10 pages Attachment 8.5 - Letter of Reference from Bank of America - 1 page Attachment 3.2 - 1 page
Attachment 4.7 - 2 pages
Attachment 5.4 - Resumes - 7 pages
Attachment 5.3 - 2 pages
Attachment 12.3 - Insurance Requirements Affadavit - 3 pages Attachment 16 - Additional Information - 7 pages
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Attachment 3.2

3.2 (cont.) List jurisdictions in which your firm is legally qualified to do business, pro- vide license or registration number, and set forth the type of license. Attach additional sheets as necessary.

Jurisdiction: City of Santa Clara, CA
License or registration number: 209785
Type of License: Business License Tax Certificate
Jurisdiction: City of Martinez, CA
License or registration number: 02508767
Type of License: Business License Tax Certificate
Jurisdiction: City of Antioch, CA
License or registration number: 3023819
Type of License: Business License
Jurisdiction: City of San Jose, CA
License or registration number: 1209962200
Type of License: Business Tax Certificate
Jurisdiction: City of El Monte, CA
License or registration number: 04920536
Type of License: Business License
Jurisdiction: City of Walnut Creek
License or registration number: 16524680
Type of License: Business Tax License
Jurisdiction: City of Suisun City, CA
License or registration number: 22763
Type of License: Business License
Jurisdiction: County of Sacramento
License or registration number: GNB32021-02565
Type of License: General Business License
Jurisdiction: CA Secretary of State
License or registration number: 201929810066
Type of License: Certificate of Status
Jurisdiction: California Seller’s Permit
License or registration number: 097893675-00010
Type of License: Seller’s Permit
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Attachment 4.4

4.4 (cont.) List the government entities for which your firm has provided food service for an Elderly Nutrition Program. Provide the name and telephone number of the person within the government entity who is most familiar with your performance of the services (i.e., “Contact Person”). Attach additional sheets as necessary.

TRIO is proud to partner with over 500 elderly nutrition programs. We provided examples and can provide the entire list upon request.

Government entity’s name: County of Santa Clara
Services that your firm provided: Fresh prepared congregate dining includes hot bulk, hot pre- packaged & chilled prepackaged. Homebound elderly receives 2 fresh sandwich meals and 5 frozen meals each week. TRIO has a fleet of 10 vehicles. An average of 1,600 meals per day.

Starting / ending dates of services: 2000 - Present
Was your firm Selected by a bid or RFP? Yes
Under a contract or agreement? Yes
Contact Person: Vanessa Sittauer
Phone Number: 408.975.4860
Government entity’s name: City of Gardena
Services that your firm provided: Hot congregate, hot home-delivered, and frozen meals.

Starting / ending dates of services: 2020 to Present
Was your firm selected by a bid or RFP? Yes
Under a contract or agreement? Yes
Contact Person: Stephany Santin
Phone Number: 310.217.9537
Government entity’s name: Northwest Senior & Disability Services Services that your firm provided: Freshly prepared hot meals, deli meals, and frozen meals delivered to senior sites.

Starting / ending dates of services: 1984 to Present
Was your firm selected by a bid or RFP? Yes
Under a contract or agreement? Yes
Contact Person: Stacie Zuercher
Phone Number: 503.304.3475
Government entity’s name: Oregon Cascade West Council of Governments Services that your firm provided: TRIO prepares 900 scratch-made hot meals and 250 frozen meals. Hot meals are packaged and transported in bulk by TRIO drivers to ten (10) senior centers.

Starting / ending dates of services: 1985 to Present
Was your firm selected by a bid or RFP? Yes
Under a contract or agreement? Yes
Contact Person: Scott Harper
Phone Number: 541.924.8455
— CONFIDENTIAL/PROPRIETARY —
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Attachment 4.4
Government entity’s name: Rogue Valley Council of Governments Services that your firm provided: TRIO prepares 600 hot meals 85 frozen meals each day. TRIO drivers daily deliver all meals to 14 senior centers and 8 home-delivered sites.

Starting / ending dates of services: 1995 to Present
Was your firm selected by a bid or RFP? Yes
Under a contract or agreement? Yes
Contact Person: Kristi Welburn
Phone Number: 541.734.9505 ext. 3
Government entity’s name: Detroit Area Agency on Aging
Services that your firm provided: Fresh prepared hot congregate meals, frozen meals, and shelf-stable meals.

Starting / ending dates of services: 2002 to Present
Was your firm selected by a bid or RFP? Yes
Under a contract or agreement? Yes
Contact Person: Gil Lopez
Phone Number: 313.446.4444
— CONFIDENTIAL/PROPRIETARY —
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Attachment 4.6

4.6 (cont.) Describe your firm’s experience related to preparing and providing congregate and home-delivered meals for an elderly population. Attach additional sheets as necessary.

TRIO has experience providing several types of meals such as fresh, hot congregate bulk, hot pre-packaged, chilled salads, fresh sandwiches, fresh frozen, and frozen prepared in a USDA- inspected facility. To ensure we meet nutritional and menu requirements, TRIO has a team of fifteen (15) registered dietitians devoted to writing menus for elderly nutrition programs. Our registered dietitians maintain a highly accurate nutrition database in our computer software program thus ensuring we provide truthful nutritionals. We are expanding our menus to include more culturally diverse menu items to broaden our reach in the communities.

TRIO organizes every kitchen to maximize efficiency for meal preparation, meal packaging, and logistics to ensure a quality meal is delivered consistently on time. We have experience designing and renovating central kitchens, and selecting the best equipment to optimize the preparation and packaging of congregate and home-delivered meals.

TRIO understands the logistics of an elderly nutrition program including packaging, transport equipment, and fleet management. Our teams thoughtfully organize and label meals to ease delivery to sites and homes. When TRIO delivers meals, our drivers receive continuous safety and hospitality training.

TRIO continuously seeks to enhance the dining experience of elderly nutrition programs.

Recently, we launched a new concept, BeWell Kitchen, providing an interactive experience that demonstrates the simplicity of healthy eating. TRIO continuously promotes healthy eating to improve the health outcomes of our elderly. TRIO welcomes the opportunity to host BeWell Kitchen events at the City of Glendale’s dining locations.

TRIO’s sustained and continued growth ensures that we will continue to provide uninterrupted service to the City of Glendale. Examples of current government entities are provided in Section

4.4. 761 of 1517

Attachment 4.7

4.7 (cont.) Describe the extent of your firm’s knowledge and qualifications that demonstrate your understanding and ability to meet the complex requirements of the Elderly Nutrition Program.

Use the Food Services Specifications (RFP – EXHIBIT I) and Menu Writing Specifications (RFP – EXHIBIT II) as a guideline for expectations. Attach additional sheets as necessary.

NUMBER OF MEALS. TRIO has the capability to meet the maximum meal requirements. TRIO can expand beyond the maximum number of meals. TRIO acknowledges that we will remain flexible with your direction for the types of meals adjusting to pandemic needs to best serve the community.

DELIVERY STANDARDS. TRIO will prepare and package all food and supplies as detailed in the RFP .

TRIO will continue to plan, organize, and direct the preparation of all meals ensuring quality production standards. The on-site team, led by Israel Mazariego, takes great pride in carefully preparing each item as they realize what great joy these meals bring to your seniors.

The team is committed to providing you with sound standards which include:
• By 10:30 a.m., all congregate meals and supplies to be transported to the satellite sites are portioned, labeled, and loaded in the hot or cold transport equipment. • By 1:30 p.m., all supplies are packaged and labeled, and the frozen home-delivered meals are prepared, packaged, and placed in ice sheets clearly labeled. • All deliveries are accompanied by a delivery ticket prepared in triplicate. The site manager will verify the number of meals and supplies delivered and sign the ticket. The site manager retains a copy of the ticket. The ticket is used to provide accurate invoices. • Congregate food preparation is planned so that meals are served within 2 hours of preparation.
• Home-delivered meal preparation is planned so that the last meal delivered is within 2 hours after the preparation is completed.
• Bulk menu items are sensibly portioned into steam table pans. Portioning aligns with meal counts ensuring all participants receive a meal.
• Hot food pans are properly sealed to minimize spillage. • Each pan is identified for content, the number of portions, and the satellite site.

MEAL SERVICE. TRIO will comply with all meal service requirements stated in the RFP . • Meals will be prepared at the Adult Recreation Center for all three sites. Frozen home- delivered meals will be prepared at TRIO’s Huntington Park Central Kitchen and transported to Adult Recreation Center Kitchen.
• TRIO will abide by all codes and regulations for the health department, fire department, and all other county and state agencies.
• Team members will participate in our monthly mandatory training focusing on food safety and workplace safety. TRIO will provide the City documentation of all training. 762 of 1517

• TRIO also provides opportunities for our diversity and inclusion initiatives that enable us to grow as a community and as a business by leveraging the invaluable collective experiences, backgrounds, and expectations of our team members, clients, and those we serve. • TRIO will follow a daily cleaning and sanitation schedule ensuring we maintain above- average cleanliness.
• TRIO will take great care of the Adult Recreation Center Kitchen space, equipment, and storage.
• Inventory of all equipment will be provided to the City annually. • For C-1 meals, TRIO will follow the 5-week cycle menu for traditional meals and altered menus when pandemic protocols are in place.
• For C-2 meals, TRIO will follow the 4-week cycle menu, and for traditional HDM a 5-week cycle.
• Celebrations such as Birthday Cake once a month and holiday meals will continue to be offered.
• Temperatures are checked three different times throughout production and before meals are portioned in pans ensuring a minimum temperature of 140°F for hot foods and a maximum temperature of 40°F for cold foods.
• Temperatures are recorded on temperature logs. Israel Mazariego and Jose Vargas monitor temperature logs and take corrective action when necessary. • TRIO maintains a backup plan in unexpected emergencies such as losing electricity or water at the Adult Recreation Center Kitchen. The plan entails drawing upon nearby TRIO central kitchen operations in Huntington Park, North Hills, Inglewood, and Paramount to support production and delivery. Depending on the type of emergency, TRIO will vary the type of meals to include cold meals, frozen meals, or shelf-stable meals. • Additionally, TRIO will maintain backup food at the two satellite sites. • TRIO will abide by the food grades stated in the RFP . Our Procurement team secures contracts with reputable vendors that provide consistent products.

MEAL WRITING SPECIFICATIONS. TRIO will comply with all meal writing specifications stated in the RFP .
• TRIO will continue to follow the menus provided by the City of Glendale ensuring • Food preparation will include scratch-made foods prepared with recipes for large-scale production and preserving nutrients and flavor.
• Production will account for transportation time so that meals retain eye appeal. • Recipes will state HACCP protocols.
• TRIO will continue to share written ingredient specifications when processed food is used. • TRIO will comply with all meal pattern specifications and portion sizes stated in the RFP . • The City will be notified 5 days in advance of any menu substitution.

TRIO is committed to adapting the City of Glendale to support your positive impact on the lives of the elderly in your community.

Attachment 4.7
763 of 1517

Attachment 4.8

4.8 (cont.) Describe the extent of your firm’s business experience in any field, indicating your firm’s ability to successfully operate a regulated or complex business.

FOOD SAFETY/RISK MANAGEMENT TRIO has safety protocols detailed in our comprehensive Food Safety Manual and crisis management procedures in our Crisis Manual. The risk management team ensures proper insurance coverage and accident reporting.

TRAINING Monthly training modules foster food and workplace safety.

NUTRITION and MENUS TRIO provides the supporting documents required for menu and nutritional compliance. Our dietitians maintain an accurate database in our Computrition system so you can provide truthful documentation.

FINANCE TRIO’s comprehensive suite of integrated accounting and human resources practices provides sound financial and operational controls imperative for complex operations. Our Shared Services Center performs all core accounting functions with analysis support from our Regional Finance teams allowing the food service director to focus on operations and client relationships.

LICENSES A dedicated team ensures state and local licenses for each operation are current.

HUMANS RESOURCES Employment laws and practices are detailed in our employee handbook.

TRIO has an HR team readily available to support operations.

PROCUREMENT All foods, supplies, disposables, chemicals, and other products are secured through contracts with reputable companies. TRIO can purchase at the best possible prices and pass on savings to our clients.

CULINARY TRIO’s culinary teams continuously expand meal offerings to add menu variety and host events such as our BeWell Kitchen.

Every TRIO Operation has another layer of support from the Operations team who are on-site ensuring the complex business is meeting regulations. For the City of Glendale Elderly Nutrition Program, the on-site teams are supported by Area Manager Joel Medina, Jose Vargas, Food Service Director, Regional Manager Lisa Jackson, Registered Dietitian Stephanie Pradun, Director of Safety & Operations Excellence Rose Ashraf, and Client Partnership Director Donna Doran.

All are dedicated to elderly nutrition and are actively involved with operation protocols.

TRIO’s District Manager Audit is a comprehensive audit addressing all aspects of an elderly nutrition program. Twice a year, the district manager will conduct an audit to ensure the local team is meeting all regulations. Deficiencies are addressed with a corrective action plan date.

TRIO’s multiple layers of support from industry experts continue to ensure we meet regulations within a complex business model.
764 of 1517

Attachment 5.3

5.3 (cont.) When your firm submits this Proposal, if your firm does not have the personnel required by the RFP and the Contract, the following information must be provided. For each employee whom your firm intends to hire to fulfill and perform the services, describe below your firm’s plan for hiring personnel, qualification standards, training program or process, and date when the hiring process will be completed. Attach additional sheets as necessary.

Lisa Jackson, TRIO Regional Manager, oversees the City of Glendale program and all of TRIO’s West Coast operations ensuring each team meets contract obligations while providing a quality program.

HIRING PERSONNEL. While we currently have all positions staffed to carry out successful operations for the City of Glendale, we are also confident in our ability to attract top talent when the need arises. As an industry leader, TRIO has access to top talent both internally and externally, which allows our partnership to grow and team morale to flourish. We recruit within the local communities, conduct interviews, and select the best candidate for each position. For all new hires, TRIO provides a comprehensive onboarding via our MyEliorJourney program.

QUALIFICATIONS. All managers pass an approved food safety manager certification course within 30 days of hire, and a Certified Food Manager must always be on site during operating hours. Additionally, all Food Service Directors are Seafood HACCP Certified. Kitchen workers are ServSafe Certified or equivalent.

TRAINING. TRIO is committed to providing our team members with training and development opportunities to foster their personal growth, and reinforce proper sanitation protocols, food safety practices, hospitality, and safe driving. Also, proper training empowers the team to perform at their best. Known as our SAFE training, all team members receive required monthly food safety and workplace safety training. This required monthly training compliments our food safety and workplace protocols keeping safety at the forefront of operations. Training modules include a facilitator guide with participant activities and a handout or a corresponding poster.

Some examples of our SAFE training modules include: Cleaning and Sanitizing; Temperatures:

Cooking, Holding, Cooling, Reheating; Labeling and Date Marking; and Handwashing and Illness Reporting.

Below details other important training TRIO provides for team member growth and development.

Driver Training (drivers): To ensure that we deliver meals in safe manger, drivers receive on- going training in addition to our safety monthly training. There are over twenty-five (25) driver training modules, some examples include: Driver Orientation (mandatory before a team member can assume driving responsibilities; Loading Area Safety, Backing Up Safely, Disabled Vehicle Safety, Don’t Tailgate, and more.

Hospitality and Safety Training (drivers): Ensuring that TRIO drivers deliver on our commitment to you, drivers receive continuous training focusing on these key focus areas: Food Safety, Communication, Complaints and Requests, Driver Appearance, Vehicle Trip Inspection Training, Driver Safety, Parking Safety.
765 of 1517

Attachment 5.3
HIPPA Training (all applicable team members): At TRIO we take seriously the privacy of the individuals we serve. All associates with access to client data and/or all associates who provide door-to-door delivery are trained to understand HIPAA policies and, if requested, sign a formal HIPAA agreement not to disclose any confidential information regarding the individuals we serve.

New associates receive HIPAA training as part of the onboarding process and the training for all associates is refreshed annually.

Management Training (managers): Within 60 days of starting, our new managers are enrolled in Elior North America’s “Leadership Development Program. ” This learning opportunity is two days of skills development and practice conducted by Elior North America’s certified professional trainers and key operational leaders. This is done on-site at your location or at one of our regional offices.

Onboarding (all members): Highlights include immersing and empowering team members in senior dining program mission and objectives, TRIO standards of operation with a focus on food safety and workplace safety, Elior North America’s Diversity, Equity, and Inclusion program, and Elior North America’s Prep Book including TRIO’s policies and procedures. 766 of 1517

EDUCATION
University of Wisconsin-Madi-
son
B.S. in Nutritional Science –
Dietetics
University of Wisconsin Hospital
& Clinics
CADE-Accredited Dietetic In-
ternship

CERTIFICATIONS
Member, Academy of Nutrition
& Dietetics
Certified Food Protection Man-
ager, ServSafe

TRIO COMMUNITY MEALS/ELIOR NA
Menu Systems Dietitian: 2018-Present
• Writes nutritionally complete menus to satisfy contract requirements and participant requests.
• Conducts ongoing focus groups and interviews to collect feedback a nd suggestions. Performs nutrition analysis to ensure adequacy. • Presents nutrition information and other education sessions to address needs within the community.
• Supports daily operations of 12 kitchens, serving an average of 1100 meals per day.

ARAMARK
Assistant Food Service Director, CUSD300: 2016-2018
• Assisted in oversight of daily operations of school meal program, providing over 16,000 meals per day for 27 schools.
• Supported all business aspects including marketing, menu planning, client relations, employee relations, and budgeting activities. • Promoted school meal programs while engaging in classroom and community events for outreach and nutrition education with parents, students, and stakeholders.

SODEXO
Food Service Manager, Centegra Health System: 2011-2016 • Managed 45 production staff (~15 per shift) in daily preparation and service of meals for patient services, retail, and catering functions, including over 400 daily trays for the patient room service program and $1.2 million volume in annual cafeteria revenue.
• Totally redesigned inpatient room service menu,
including recipe development, menu design, and
nutritional analysis.
• Innovated new use of existing menu software to
track allergens for improved patient safety and
satisfaction.
• Served as district expert for menu software and
traveled to other accounts for training and new
account openings.

FERGUSON MIDDLE SCHOOL
Cafeteria Manager: 2011

STEPHANIE PRADUN

REGISTERED DIETITIAN
S ig n a tu re
R e g is tra tion I. D . Nu m be r
R egistered Dietitian (R D)
R egistered Dietitian
Nu trition is t (R D N)
Chair, Commission on Dietetic R egistration
Stephanie L Pradun
1061886
CDR cert ifies t hat
has successfully complet ed
requirement s for diet et ic regist rat ion.

R e g is tra tion P a ym e n t P e riod
9 /01 /2 2 - 8 /3 1 /2 3
Christina R ollins,

MBA, MS, RDN, LDN, FAND, CNSC
PDF Copy
— CONFIDENTIAL/PROPRIETARY —
Attachment 4.8
767 of 1517

CERTIFICATIONS
ACA Accredited ServSafe
Seafood HACCP Certified
Food Handler’s Card

TRIO COMMUNITY MEALS/ELIOR NA
Food Service Director and Head Cook: 1994-Present
• Directs all functions of the food service operation at the City of Glendale Adult Recreation Central Kitchen
• Leads the team in ensuring quality procurement, production, and packaging standards of congregate and home-delivered meals • Ensures the team follows TRIO’s protocols for food safety and sanitation, workplace safety, and training.
• Orders food and supplies necessary to produce menus according to specifications
• Inventories food and supply each week
• Completes weekly financial reports
• Writes the Millennials Menu
•

ISRAEL MAZARIEGO

FOOD SERVICE MANAGER AND HEAD COOK
— CONFIDENTIAL/PROPRIETARY —
Attachment 4.8
768 of 1517

CERTIFICATIONS
ACA Accredited ServSafe

TRIO COMMUNITY MEALS/ELIOR NA
Cook Helper: 2016-Present
TRIO Community Meals at City of Glendale Adult Recreation Cen- tral Kitchen
• Pre-preps ingredients for the head cook
• Measures ingredients
• Portions and labels hot menu items for transportation to satellite sites • Counts and packs milk and other cold items and components such as desserts for congregate meals and home-delivered meals
• Cleans and sanitizes all workspaces and storage areas

VEDY MAZARIEGO

COOK HELPER
— CONFIDENTIAL/PROPRIETARY —
Attachment 4.8
769 of 1517

TRIO COMMUNITY MEALS
Food Service Director: 2018-Present
• Responsible for food production, purchasing, staff training, client relations, inventory cost control, quality control/quality assurance, safety, and sanitation.

MORRISON HEALTHCARE INC.

Assistant to Foodservice Director: 2011-2018
Supervisor: 2006-2011

MORRISON MANAGEMENT SERVICES
Supervisor, Central Juvenile: 2002-2006
Foodservice Worker, Central Juvenile: 2001-2002

CERTIFICATIONS
HACCP
ServSafe Certified
Food Handler

JOSE VARGAS

FOOD SERVICE DIRECTOR
— CONFIDENTIAL/PROPRIETARY —
Attachment 4.8
770 of 1517

EDUCATION
California State University
Long Beach, CA
BA in Hospitality –
Food Service Management

CERTIFICATIONS
Dietary Service Supervisory
Certified

LISA JACKSON

REGIONAL MANAGER

TRIO COMMUNITY MEALS
Regional Director of Operations: 2017-Present
• Reports to the Regional Vice President of TRIO.
• Supervises all senior meal programs on the East Coast. • Is responsible for training management and staff, client menu planning, communications, logistics planning, nutrient analysi,s and total P&L accountability for all accounts.

General Manager: 2013-2017
• Acted as multi-unit manager for senior nutrition programs. • Managed, staffed, and directed three high-volume commercial kitchens. • Managed staff of 40, menu design, and planning.
• Oversaw P&Ls and budgeting as they pertained to account. • Maintained excellent relationships with customers, guests, and clients. • Developed and implemented new programs in conjunction with senior nutrition program.

CAMBRIDGE HEALTHCARE
Sr. Food Service Director/Multi-Unit Director: 2009-2013 • Oversaw multiple units to ensure compliance standards met for annual survey/ inspection.
• Conducted Quarterly training seminars for food service directors. • Proctored and administered ServSafe test for all food service staff. • Directed and managed 13 nursing homes/facilities’ dietary departments. • Oversaw annual budget of $3.5 million.
• Was responsible for budgeting, forecasting, training, hiring, administering performance evaluations, and scheduling IDT , MDS, Title 22, Hippa experience.

MALAKAI’S CATERING AND EVENTS
Catering Director: 2000-2009
Attachment 4.8
— CONFIDENTIAL/PROPRIETARY —
771 of 1517

CERTIFICATIONS
HACCP
ServSafe Certified
Food Handler

JOEL MEDINA

AREA MANAGER

TRIO COMMUNITY MEALS
Area Manager: 2019-Present
• Responsible for food production, purchasing, staff training, client relations, inventory cost control, quality control/quality assurance, safety, and sanitation for the Los Angeles area contracts. Supervises all of the central kitchens in the Los Angeles area under TRIO Community Meals and reports to Regional Director of Operations.

MORRISON HEALTHCARE
Director of Food Service: 2011-2018
Assistant Director: 1997-2011

MORRISON MANAGEMENT SERVICES
Shift Supervisor, Cook: 1991-1997
Storeroom Supervisor: 1989-1991
Food Service Worker, Satellite Driver: 1987-1989
Attachment 4.8
— CONFIDENTIAL/PROPRIETARY —
772 of 1517

Attachment 4.8
— CONFIDENTIAL/PROPRIETARY —

JOHN KIRK

PRESIDENT

EDUCATION
University of Southern Mississippi
Hotel and Restaurant Management
Northern Virginia College
Accounting
Tulane University
Information Technology

TRIO COMMUNITY MEALS
President: 2015–Present
• Directs, administers and coordinates the activities of the Traditions and Seniors Division in support of policies, goals and objectives. • Oversees those who manage the daily operations of this division in order to achieve the budgeted contribution to the fixed overhead, client and customer satisfaction, team member training and development objectives and operational support for new sales.

JACKIE'S INTERNATIONAL, LLC
Vice President of Operations: 2006—2015
• Led all restaurant divisions comprised of 45 units ranging from fine dining to QSR with over 1,400 team members with revenues in excess of $70MM.
• Innovated development and direction of all operational standards and initiatives including brand development, menu design, recipes, all product R&D, purchasing, contract negotiations and marketing strategies and tactics that delivered improved performance and results across multiple divisions.
• Full financial and P & L responsibility for all restaurant divisions and concepts, revenue growth and budget creation.
• Won numerous awards including “Best New Restaurant” in the greater Jackson area by Metromix Jackson 2011 and “Best Asian Restaurant” by the readers of Mississippi Magazine and the Jackson Free Press for 3 straight years.

CLAREMONT RESTAURANT GROUP
Director of R&D (Culinary & Concept Development): 2001—2006 • Recruited by company CEO to design and develop upscale chop house concept for an eighty unit western themed steakhouse chain with annual sales in excess of $100MM.
• Wrote all recipe and operation manuals for BOH management and enhanced understanding of systems by conducting pre- implementation workshops, delivering group and individual training sessions and creating user-friendly training materials. • Lead project team in designing, developing and opening new upscale BBQ concept in 2003 as a retrofit in an existing, under- performing location, which included concept development of name, logo and menu design, product line development, food photography, recipes and procedures, facility layout and design. 773 of 1517

Bank of America
Carolinas Treasury Management
150 North College Street,
NC1-028-13-05
Charlotte, NC 28255-0001

Tel 980.386.8021
Fax 704.388.9506

August 3, 2022

City of Glendale
Community Services & Parks Department
Attention: Aylin Isayan
201 East Colorado Street, Glendale, CA 91205

RE: TRIO Community Meals -- Food Services Proposal

Dear Aylin:

I, Reggie Pretty of Bank of America, N.A., do hereby certify that TRIO Community Meals (“Client”) and its Parent, Elior, Inc., have been a client of Bank of America, N.A. for a period of over 20 years. During this period, both the Client and its Parent have always satisfactorily fulfilled its obligations to Bank of America, N.A..

The Client and its Parent currently have cash, marketable securities or other investments on deposit with Bank of America, N.A. and its affiliates in the eight figure range.

This certification is being delivered to you at the request of our Client. Please note that the information set forth in this letter is subject to change without notice, and is provided in strict confidence to you for your own use only, without any responsibility, guarantee, commitment or liability on the part of Bank of America, N.A., its affiliates or any of its or its affiliates' directors, officers or employees. Bank of America, N.A. cannot provide any credit ratings or opinions of the creditworthiness of Client or any of its/his/her affiliates, and the above information does not constitute an opinion of Bank of America, N.A. of Client’s ability to successfully perform its obligations under any agreement it may enter into with you, Bank of America, N.A. or any other entity. Finally, Bank of America, N.A. undertakes no responsibility to update the information set forth in this letter.

If you have any additional questions, please do not hesitate to contact me.

Sincerely,

Reginald F. Pretty, CTP
Senior Vice President
Bank of America - Global Treasury Services
980.386.4998

Attachment 8.5
801 of 1517

TRIO Community Meals is open to further discussion around any claim scenarios the City of Glendale is concerned about and the insurance coverages we have in place that would align with those claim scenarios. We are confident we have the appropriate coverage in place to meet the needs of this partnership.

General Liability Insurance 1.2 (pg. 86)
We request this sentence “If LOWER TIER SUBRECIPIENT has higher limits than the limits specified in these insurance requirements, or has additional broader coverage, or has both, the insurer shall make available the higher limits and broader coverage to SUBRECIPIENT AND ITS REPRESENTATIVES” with the following:
“Lower Tier Subrecipient’s liability under this Agreement shall not exceed the limits of coverage required to be carried by Lower Tier Subrecipient under this Agreement. ” Auto Liability Insurance 1.3 (pg. 88)
The RFP states that uninsured / underinsured motorist coverage is required. It is typical for a company of our size with a robust master insurance program to reject uninsured / underinsured motorist coverage. This coverage is deemed cost prohibitive in high deductible programs. In the event of an auto accident involving a third party, our workers compensation policy would cover employee injuries, and our auto insurance policy would cover physical damage (first party and third party) and third party bodily injury claims. We request to strike this requirement.

Sexual Abuse or Misconduct Liability Insurance (pg. 89) In order to meet the sexual misconduct liability requirement, we have added language to our liability certificate of insurance that verifies sexual misconduct liability is not excluded from our General Liability policy. Our general liability policy has limits of $2M per claim and $4M aggregate. Please confirm whether this form of coverage is acceptable.

Attachment 12.3 - Insurance Requirements Affadavit
802 of 1517

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be e ndorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOSAUTOS ONLY

NON-OWNED

SCHEDULEDOWNED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-

STATUTE
PER

LIMITS(MM/DD/YYYY)

POLICY EXP
(MM/DD/YYYY)

POLICY EFF

POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR

CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE

DAMAGE TO RENTED
$PREMISES (Ea occurrence)

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PRO-

JECT LOC

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
X
20699
X
24988
X
X
X
A
Aging and Disabilities Department
1,000,000
1,000,000
10,000
10,000
X
X
X
X
Dawn Heinemann or Angela Whirley
and Los Angeles County
City of Glendale
66257295
66257295
Charlotte, NC 28202
10,000,000
201 E. Colorado Street
612-373-7270
USA
2,000,000
08/01/2022
X
X 10,000,000
1,000,000
9018840005

ACE PROP & CAS INS CO

SENTRY INS CO
ddebuhr
B
X
X
09/01/23
1,000,000
Glendale, CA 91205
Hays Companies
A
A
A
4,000,000
X
1,000,000
09/01/22
09/01/22
Suite 700
09/01/22
80 South 8th Street
09/01/23
300 S. Tryon Street, Suite 400
09/01/23
09/01/23
9018840003 (AOS)
N
9018840004 (MA)
2,000,000
9018840006 (VA)
A
A
TRIO Community Meals, LLC
Elior, Inc DBA Elior North America
09/01/22
Minneapolis, MN 55402
9018840002 (OR, WI)
9018840001 (AOS)
09/01/22
612-333-3233
09/01/22
09/01/22
09/01/23
1-612-333-3323
4,000,000
XEUG71175194004
09/01/23
09/01/23
30 day notice of cancellation applies subject to policy(s) terms and conditions.

Sexual misconduct or abuse is not excluded on the general liability policy, subject to the policy terms and conditions. [email protected]
workers compensation policy where required by written contract subject to the policy terms and conditions. subject to the policy terms and conditions. Waiver of subrogation applies in favor of the additional insured as respects non-contributory basis as respects general and automobile liability policy where required by written contract City of Glendale and its officers, agents, employees, and representatives are additional insured on a primary and RE: RFP - Elderly Nutrition Program.
803 of 1517

8/2/2022
Hays Companies Inc.
80 South 8th Street
Suite #700
Minneapolis MN 55402
Sydney Westmacott
(612)333-3323
[email protected]
Elior, Inc, DBA: Elior North America
TRIO Community Meals , LLC
300 S. Tryon Street
Suite 400
Charlotte NC 28202
TDC Specialty Insurance Company 34487
The Hanover Insurance Company 22292
21/22 Crime/E&O
A Professional Liability MFP-02091-21-00 9/1/2021 9/1/2022 Limit of Liability $3,000,000 B Crime / Fidelity BDA-1046399-01 9/1/2019 9/1/2022 Limit of Liability $3,000,000 RE: RFP – Elderly Nutrition Program
City of Glendale and Los Angeles County
Aging and Disabilities Department
201 E Colorado Street
Glendale, CA 91205
The ACORD name and logo are registered marks of ACORD

CERTIFICATE HOLDER
© 1988-2014 ACORD CORPORATION. All rights reserved.

ACORD 25 (2014/01)

AUTHORIZED REPRESENTATIVE

CANCELLATION

DATE (MM/DD/YYYY)

CERTIFICATE OF LIABILITY INSURANCE

LOCJECT

PRO-POLICY
GEN'L AGGREGATE LIMIT APPLIES PER:

OCCURCLAIMS-MADE

COMMERCIAL GENERAL LIABILITY
PREMISES (Ea occurrence) $

DAMAGE TO RENTED
EACH OCCURRENCE $
MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GENERAL AGGREGATE $
PRODUCTS - COMP/OP AGG $
$RETENTIONDED

CLAIMS-MADE
OCCUR
$
AGGREGATE $
EACH OCCURRENCE $UMBRELLA LIAB

EXCESS LIAB
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) INSR

LTR TYPE OF INSURANCE POLICY NUMBER

POLICY EFF
(MM/DD/YYYY)

POLICY EXP
(MM/DD/YYYY) LIMITS
PER

STATUTE
OTH-
ER
E.L. EACH ACCIDENT
E.L. DISEASE - EA EMPLOYEE
E.L. DISEASE - POLICY LIMIT
$
$
$

ANY PROPRIETOR/PARTNER/EXECUTIVE
If yes, describe under
DESCRIPTION OF OPERATIONS below
(Mandatory in NH)
OFFICER/MEMBER EXCLUDED?

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY Y / N

AUTOMOBILE LIABILITY

ANY AUTO

ALL OWNED SCHEDULED

HIRED AUTOS

NON-OWNED

AUTOS AUTOS
AUTOS

COMBINED SINGLE LIMIT
BODILY INJURY (Per person)
BODILY INJURY (Per accident)
PROPERTY DAMAGE $
$
$
$

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

INSD
ADDL
WVD
SUBR
N / A
$
$
(Ea accident)
(Per accident)
OTHER:

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

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THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

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A Senior-friendly layout
• A simple font type and a font size of 14 pt. are preferred by older adults for ease of reading.
• Ample white space and color blocking provides an uncrowded page that is easier to read.
• Two formats: handout and infographic.
• Three Languages: The handout is available in English, Spanish, and Chinese languages providing the ability to educate and inspire more seniors in our communities.

Sharing
• Tammy Kingery will continue to provide all 12 monthly handouts prior the start of a new year. You will also receive the handout and infographic monthly via an email from TRIO's Marketing Director.

FRUITS & VEGGIES

MORE MATTERS MONTH
September is Fruit and Vegetable
month! Fruits and vegetables provide
essential nutrients that support health
and prevent disease. According to the
Centers for Disease Control (CDC), on
average, only 12.2% of adults meet
the daily fruit intake recommendation
of 1½ to 2 cups per day, and only

9.3% of adults meet the daily
vegetable intake recommendation of
2 to 3 cups per day!
Risks related to
underconsumption of
fruits and vegetables:
• heart disease
• stroke
• diabetes
• high blood pressure
• digestive disorders
• vision problems
• lack of protection
against certain cancers
• obesity
• and more!

BUSY LIFESTYLE
• Wash, chop, and store vegetables
right after grocery shopping for
later use
• Choose fruits such as apples, bananas,
and oranges that can be taken with
you on the go
• Keep cut up vegetables on hand such
as carrots, celery, and peppers for
quick snacks
• Use pre-cut frozen vegetables that
just need heating

ON A BUDGET
• Prepare meals at home to save money
• Incorporate frozen, canned, and dried
forms of fruits and vegetables as they
are just as nutritious as fresh versions
• Make soups or casseroles that can be
consumed multiple times throughout
the week or frozen for later use
• Buy fruits and vegetables when they
are in season
Sources: www.fruitsandveggies.org | www.cdc.gov | http:/ /www.pbhfoundation | www.hsph.harvard.edu

ELIOR NORTH AMERICA

BEWELL MONTHLY NUTRITION

EDUCATION

TRIO'S WELLNESS PROGRAM
Our BeWell wellness approach encourages
positive behavior change through monthly
nutrition education.  Designed by our team
of registered dietitian nutritionists, nutrition
education provides congregate and home-
delivered meal recipients an opportunity to learn
more about food and health.

TRIO’s nutrition and marketing teams designed our monthly Nutrition Education with the senior audience in mind.

Some highlights include:

Topics important to today’s seniors
• A sampling of our topics includes: Starting New Year with Healthy Goals, Alzheimer and Brain Health, National Nutrition Month, American Diabetes Awareness, Sleep Management and Healthy Heart. • As the baby boomers age, they have expressed a desire to expand their knowledge for a variety of health and nutrition topics. As you are aware, this audience has connected nutrition to a healthy lifestyle and a longer life span. Hence, TRIO will continue to broaden our scope of topics to meet the need of these rising baby boomers.

Attachment 16
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Best practices from our partners indicate
higher site attendance when nutrition
education is introduced. Nutrition
education days enhance the client
experience and present an opportunity
for increased socialization.

To promote your monthly nutrition
education, we will provide monthly
calendar icons for your activity calendar.

We evaluate and evolve our wellness
education programs on a regular basis.

The upcoming monthly education topics
are below.

CALENDAR
January
New Year, New You: Eat Like a
Centenarian
February American Heart Health Month
March National Nutrition Month
April Plant-Forward Eating Month
May
National Physical Fitness & Sports
Month
June Alzheimer & Brain Awareness Month
July Hydration Month
August Healthy Eating on a Budget Month
September Fruit & Veggies Month – More Matters
October Healthy Lung Month
November American Diabetes Month
December Cut Back on Added Sugar Month
Sources: www.bls.gov, www.cdc.gov, www.zagat.com and www.eatright.org ELIOR NORTH AMERICA NATIONAL NUTRITION MONTH® 2019
EATING Right FOR A Busy LIFESTYLE
Take ACTION

PLAN AHEAD EAT RIGHT

WHILE DINING OUT

5.9x
Americans dine
out an average of
each week for breakfast,
lunch, and dinner
37%
of all adults in
America consume
fast food daily
» Meal prep on a day off
or double your favorite
recipe to have leftovers.
» Make breakfast the night
before with overnight
oats, hardboiled eggs or
breakfast bars.
» Have healthy snacks on
hand at all times.
» Review the menu before
choosing a place to dine out.
» Customize your meal with
vegetables, whole grains
and lean protein.
» Make smart choices about
sides. Choose a side salad,
fruit or vegetables instead
of fries.
$3,365
The average
American spent
in 2017on food
away from home
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Have a nutrition or wellness-related question?
Our Registered Dietitians are here to assist.
• Answer general food, nutrition, special diet,
and wellness-related questions
• Provide personalized nutrition
recommendations based on desired goals
• Guide healthy dining choices
[email protected]

A COMPLIMENTARY SERVICE BY TRIO
ASK

DIETITIAN

DAILY NUTRITION TIPS
TRIO’s daily nutrition tips promote the health and
well-being of older adults. These short, yet impactful
tips engage seniors with awareness to current health
topics. Nutrition tips are posted on TRIO's Facebook and Instagram pages.

ASK A

DIETITIAN
Ask a Dietitian is a
complimentary program that
connects the older adults
in the City of Glendale
with a registered dietitian
nutritionist that promotes
health and well-being.

Taking nutrition education
a step further, our dietitians
are here to assist seniors
in making educated food
choices that meet their
nutrition and wellness goals,
or to answer questions
related to special diet needs.
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VIRTUAL BEWELL
EVENTS
Recognizing that older adults are
experiencing long periods of isolation,
TRIO began hosting virtual events as a new
avenue to reduce isolation while the senior
centers are closed. Following the same
pattern as our monthly nutrition education,
each virtual event focuses on a single health
topic important to seniors. Topics include
Alzheimer's and Dementia Prevention,
Eating Fruits & Vegetable Matters and
Diabetes Awareness.

For each event, a TRIO registered dietitian
shares foods that can positively impact that
health topic, thus connecting food’s ability
to positively impact our health. Bringing the
health focus full circle, TRIO’s Chef Mario
Reyes, using those same foods, leads seniors
through the preparation of a recipe.

As an example, in June for Alzheimer
Awareness, we discussed how inflammation
contributes to dementia. Thus, eating anti-
inflammatory foods such as fatty fish,
flaxseed, walnuts and avocados can reduce
the risks for developing Alzheimer's. Chef
Mario prepared a delicious salad using
salmon, walnuts, avocado and strawberries.

By connecting the ingredients to a simple
recipe, participants are more likely to
adapt new eating behaviors when they
prepare meals.

Seniors look forward to the engagement/
socialization and health promotion these
events provide. We record the virtual events
so if participants are unable to watch the
event live, then they can view the recorded
event at their leisure.

Monthly, TRIO's Marketing Director will
share with you and your team, a link to the
Virtual BeWell Event. Many programs share
the video link with their participants to
watch as their leisure. Other agencies that
have opened senior centers, play the video as
an activity or during meal time.
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The role of nutrition education is to improve an
older adult's willingness to try, buy and eat more
healthy foods. Through our BeWell Kitchen, TRIO
combines nutrition education with a hands-on
learning workshop that connects food to health.

This approach is known as a Teaching Kitchen, as
established by the Culinary Institute of America
and the Harvard T .H. Chan School of Public Health.

TRIO designed each workshop to illustrate a food’s
ability to prevent a specific health issue relevant to
older adults. BeWell Kitchen focus topics include
brain health, heart health, muscle building,
boosting immunity and other topics impacting an
older adult's lifestyle.

At BeWell Kitchen events, attendees are led by
TRIO’s Corporate Chef to prepare a recipe using
ingredients that impact a health issue. TRIO’s
registered dietitian provides impactful nutritional
information for the ingredients, thus connecting
food to health. It is truly a special event that
participants enjoy.

BeWell Kitchen benefits older adults
with an opportunity to socialize and
gain knowledge to improve their health
and wellness. BeWell Kitchen is a special
event that draws older adults to your senior
centers, thus boosting participation and
socialization.

A LIVE LEARNING WORKSHOP CONNECTING FOOD TO
HEALTH
As participants return to the City of Glendale dining sites, TRIO is offering to host a BeWell Kitchen event to create excitement and promote your three sites.
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The TRIO team truly looks forward to hosting BeWell Kitchen events. The excitement of the participants, the knowledge gained to impact participant health and wellness combined with the cheerful atmosphere makes these events a favorite of older adults and the TRIO team.

BEWELL KITCHEN ENGAGES
MEAL PARTICIPANTS WITH:

Chef explanation and demonstration.

A TRIO Chef travels to your center or site, providing fun recipe facts. Recipes require few ingredients and are
simple to prepare, making them easy for older adults to enjoy.

Chef-led hands-on recipe preparation.

TRIO's Chef will lead all participants through the
preparation of a recipe. You can expect other TRIO team members such as the Dietitian, Marketing Director, and
Food Service Directors to assist participants.

Registered Dietitian presentation intertwined throughout the event.

The RD will connect how the ingredients in the recipe
impact brain health, heart health, muscle building, or
immunity.

Take-home recipe card, featuring the functional food’s
health benefits.

Promoting health and well-being, each participant
receives the recipe prepared at the event as well as the key health benefits of the recipe ingredients.

RECIPE

RECIPE NUTRITION
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TRIO TEAM: MARIE ASHMAN, RD, LD, CHEF DARREN, ROSIE EUBANKS, DIRECTOR, AND DONNA DORAN, CLIENT PARTNERSHIP DIRECTOR. GRENADA, MS
e l i o r n o r t h a m e r i c a
COMING SOON!
Live Learning Workshop that
Connects Food to Health
SIGN-UP TODAY!

KITCHEN
c o n n e c t i n g
f o o d t o h e a l t h
Live Learning Workshop that
Connects Food to Health
elior north america

BUILDING EXCITEMENT
TRIO provides the City of Glendale with
marketing materials to create excitement for
the events and solicit participation.

Marketing materials to promote events
include:

Coming Soon Banner: 10-14 days before the
vent, the banner is placed at the the hosting site
Calendar Square: perfect for a monthly
Activities Calendar
Flyer: Post at the center
Newsletter Ad: content to build awareness and
excitement
Sign-up Sheet: ensures we provide adequate
space, recipe ingredients, supplies, and TRIO
team members to assist. BANNER
FLYER
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