Mayor and City Council
June 17, 2026

RICHMOND AMERICAN HOMES OF MARYLAND, INC.,
a Maryland corporation
By:___________________________________________
Name:________________________________________
Title:_________________________________________
Packet Page. 1106
G-1

EXHIBIT G
COMMUNITY FACILITIES DISTRICT NO. 2022-2
(PALM) OF THE CITY OF SAN BERNARDINO
2026 SPECIAL TAX BONDS

BRING-DOWN CERTIFICATE OF
RICHMOND AMERICAN HOMES OF MARYLAND, INC.
[Closing Date]
City of San Bernardino
290 North “D” Street
San Bernardino, CA 92401
Hilltop Securities Inc.
777 S. Highway 101, Ste. 104
Solana Beach, CA 92075
Reference is made to the Community Facilities District No. 2022-2 (Palm) of the City of San Bernardino, 2026 Special Tax Bonds (the “Bonds”) and to the Bond Purchase Agreement, dated [BPA Date] (the “Bond Purchase Agreement”), entered in connection therewith. This Bring-Down Certificate of Richmond American Homes of Maryland, Inc. (the “Bring-Down Certificate”) is delivered by Richmond American Homes of Maryland, Inc., a Maryland corporation ( the “Property Owner”) pursuant to Section 3(E)(22) of the Bond Purchase Agreement. Capitalized terms used herein and not otherwise defined have the meanings ascribed to them in the Certificate of Richmond American Homes of Maryland, Inc. (the “Certificate”), dated [POS Date] delivered by the Property Owner in connection with the distribution of the Preliminary Official Statement relating to the Bonds.

The undersigned certifies that he or she is familiar with the facts herein certified and is authorized and qualified to certify the same as an authorized officer or representative of the Property Owner, and the undersigned, on behalf of the Property Owner, further certifies as follows:
(1) The undersigned has received the final Official Statement relating to the Bonds, dated [BPA Date] (the “Final Official Statement”). Each statement made in the Certificate is affirmed and restated as if made on the date hereof; except that all references therein to the Preliminary Official Statement shall be deemed to be references to the Final Official Statement. (2) To the Actual Knowledge of the Undersigned, no event has occurred since the date of the Preliminary Official Statement that has, in any material way, adversely affected the statements and information described in Paragraph 9 of the Certificate (and subject to the limitations and exclusions contained in Paragraph 9 of the Certificate) relating to the Property Owner and its Relevant Entities, the Property, the Property Owner’s development and financing plans, and the Property Owner’s contractual arrangements (but excluding any information cited as coming from a source other than the Property Owner), which should be disclosed in the Final Official Statement for Packet Page. 1107
G-2
the purposes for which it is to be used in order to make such statements and information contained in the Final Official Statement not misleading in any material respect. (3) For a period of 25 days after the Closing Date, if the undersigned has actual knowledge of any event relating to or affecting the Property Owner, its Relevant Entities, or the ownership development or sale of the Property which could cause the information under the captions of the Final Official Statement indicated in Paragraph 9 of the Certificate (and subject to the limitations and exclusions contained in Paragraph 9 of the Certificate) to contain an untrue statement of a material fact or to omit to state a material fact necessary to make the statements therein, in the light of the circumstances under which they were made, not misleading, the Property Owner shall notify the City and the Underwriter and if, in the opinion of counsel to the City or the Underwriter, such event requires the preparation and publication of a supplement or amendment to the Final Official Statement, the Property Owner shall reasonably cooperate with the City in the preparation of an amendment or supplement to the Final Official Statement in form and substance satisfactory to counsel to the City and to the Underwriter.
(4) The Property Owner has duly executed and delivered the Continuing Disclosure Certificate of the Property Owner.
[Remainder of Page Intentionally Left Blank; Signature Page Follows] Packet Page. 1108
G-3
The undersigned has executed this Bring-Down Certificate solely in his or her capacity as an authorized officer or representative of Property Owner and he or she will have no personal liability arising from or relating to this Bring-Down Certificate. Any liability arising from or relating to this Bring-Down Certificate may only be asserted against the Property Owner.

RICHMOND AMERICAN HOMES OF MARYLAND,
INC., a Maryland corporation
By:___________________________________________
Name:________________________________________
Title:_________________________________________
Packet Page. 1109
H-1

EXHIBIT H
COMMUNITY FACILITIES DISTRICT NO. 2022-2
(PALM) OF THE CITY OF SAN BERNARDINO
2026 SPECIAL TAX BONDS

CERTIFICATE OF APPRAISER
The undersigned hereby states and certifies:

1. That she is an authorized principal of Integra Realty Resources, Inc. (the “Appraiser”) and as such is familiar with the facts herein certified and is authorized and qualified to certify the same.

2. That the Appraiser has prepared an appraisal report dated ______, 2026, with a date of value as of April 15, 2026 (the “Appraisal Report”), on behalf the Community Facilities District No. 2022-2 (Palm) of the City of San Bernardino (the “Community Facilities District”) and in connection with the Official Statement dated [BPA Date] (“Official Statement”), concerning Community Facilities District No. 2022-2 (Palm) of the City of San Bernardino 2026 Special Tax Bonds (the “Bonds”).

3. That the Appraiser hereby consents to the reproduction and use of the Appraisal Report appended to the Preliminary Official Statement and the Official Statement. The Appraiser also consents to the references to the Appraiser and the Appraisal made in the Preliminary Official Statement and the Official Statement.

4. In the opinion of the Appraiser the assumptions made in the Appraisal Report are reasonable.

5. That the Official Statement has been reviewed on behalf of the Appraiser and to the best knowledge of the Appraiser the statements concerning the Appraisal Report and the value of the property contained under the captions “THE DISTRICT – Appraisal Report,” and “APPENDIX B – APPRAISAL REPORT” are true, correct and complete in all material respects and do not contain any untrue statement of a material fact or omit to state a material fact necessary in order to make the statements therein, in the light of the circumstances under which they were made, not misleading.

6. Each of the parcels appraised by the Appraiser is encompassed within the Community Facilities District as set forth in the boundary map of the Community Facilities District and the Appraisal Report fairly and accurately described, as of the stated date of value, the market values of the properties in the Community Facilities District that are subject to the special taxes.

7. That, as of the date of the Official Statement and as of the date hereof, the Appraisal Report appended to the Official Statement, to the best of my knowledge and belief, and subject to all of the Limiting Conditions and Major Assumptions set forth in the Appraisal Report, does not contain any untrue statement of a material fact or omit to state a material fact necessary in order to make the statements contained therein, in the light of the circumstances under which they were made, not misleading, and no events or occurrences have been ascertained by us or have come to our attention that would materially and adversely affect the conclusions as to the market value of the Packet Page. 1110
H-2
appraised property stated in the Appraisal Report. However, we have not performed any procedures since the date of value of the Appraisal Report to obtain knowledge of such events or occurrences nor are we obligated to do so in the future.

8. The Appraisal Report complies with the Appraisal Standards for Land-Secured Financings issued by the California Debt and Investment Advisory Commission dated July, 2004.

The City and Hilltop Securities Inc., as underwriter, are entitled to rely on this Certificate.

Dated: [Closing Date]
INTEGRA REALTY RESOURCES, INC.

By:

Packet Page. 1111

CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: June 17, 2026
To: Honorable Mayor and City Council Members
From: Andrea E. Russell, Director of Human Resources
Department: Human Resources
Subject: Agreement with Loma Linda University Occupational Medicine Center for Pre-Employment Medical Screening
Services (All Wards)
Recommendation:

It is recommended that the Mayor and City Council of the City of San Bernardino, California, authorize the City Manager to execute a professional services agreement with Loma Linda University Occupational Medicine Center (LLU) for Pre-Employment Medical Screening Services.

City Manager's Comments
The City Manager recommends approval of the agreement.

Executive Summary
Staff sent out a Request for Proposals for pre-employment medical screenings which garnered 4 responses. Loma Linda University Occupational Medicine Center was found to be the most qualified bidder. The contract with LLU is set for 3 years with two, optional one-year extensions for a total not to exceed of $50,000 per year. If all five years are utilized, total not to exceed cost is $250,000. This cost is and has been accounted for in Human Resources’ budget.

Background
The City of San Bernardino currently uses Kaiser Permanante for Pre-Employment Medical Screening Services. The existing contract with the City’s current vendor expires on June 30, 2026. In response, Staff prepared a Request for Proposal (RFP) that garnered four (4) responses from Bidders to include: Loma Linda University Occupational Medicine Center (LLU), Proactive Work Health Medical Center, OccuMed Ltd., and Statcare Urgent & Walk in Medical. The criteria used to evaluate each proposal was based on the bidder's ability to render services outlined in the scope of services in the RFP. LLU was selected as the most qualified vendor to provide preemployment medical services.

Packet Page. 1112
Discussion
Following a detailed review of each proposal, including an evaluation of qualifications, staffing, understanding of the City’s scope of work, references, and ability to meet the City’s needs regarding appointment availability and hours of operation, LLU was found to be the most equipped bidder.

Loma Linda University Occupational Medicine Center has many years of experience providing occupational medicine services for public agencies, municipalities, healthcare institutions, school districts, public safety employers, and regional employers. LLU experience includes:
• Post-offer/pre-employment medical examinations
• Pre-placement and job-specific medical evaluations
• California POST-related medical screening
• Fitness-for-duty evaluations
• Return-to-work evaluations
• Respirator medical clearance
• N-95 fit testing
• Audiometry and hearing conservation screening
• Vision and color vision testing
• Drug and alcohol testing coordination
• Medical Review Officer services
• EKG and radiology coordination
• Laboratory testing
• Tuberculosis screening
• Immunization and infectious disease screening
• OSHA-related medical surveillance
• Musculoskeletal screening for physically demanding positions • Disability management
• Occupational and environmental health evaluations
The RFP required proposers to have at least four years of experience providing the required scope of services for public clients. LLU met and exceeded this requirement with nearly 26 years of occupational medicine practice service for public and safetysensitive Employers.

LLU physicians include board-certified Occupational and Environmental Medicine physicians with many years of experience in pre-employment evaluations, public safety examinations, respiratory clearance, hearing conservation, drug and alcohol testing, Medical Review Officer services, fitness-for-duty evaluations, and return-to-work planning.

Loma Linda University Occupational Medicine Center’s physician leadership reflects both clinical expertise and regional occupational medicine leadership. This leadership Packet Page. 1113
background strengthens the Center’s ability to provide high-quality, compliant, employer-responsive occupational medicine services for public agencies such as the City of San Bernardino. The City will benefit from a team that is not only experienced in direct clinical care, but also actively engaged in advancing occupational and environmental medicine across the region.

The LLU RFP response provides the City several important advantages:

1. Physician-led occupational medicine expertise - The LLU team includes boardcertified Occupational and Environmental Medicine physicians who understand job demands, public safety requirements, workplace hazards, disability accommodation principles, and regulatory compliance.

2. Regional leadership and full-service capability - LLU is one of the region’s leading occupational medicine centers, with the ability to support the City across pre-employment, return-to-work, medical surveillance, respiratory protection, drug testing, and fitness-for-duty needs.

3. Reliable communication and administrative support - The City will have clear points of contact for clinical oversight, clinic operations, contract coordination, invoicing, scheduling, and reporting.

In addition to LLU, The City will also utilize its last optional one-year extension with Kaiser Permanente as a back up to LLU, in case the need arises. 2021-2025 Strategic Targets and Goals
The request to enter into a professional services agreement for pre-employment services aligns with Key Target No. 2b: Build a culture that attracts, retains, and motivates the highest quality talent by assisting employees in navigating health clearances and workplace injuries.

Fiscal Impact
There is no financial impact as sufficient funding is included in the FY 2026/27 Operating Budget. The not-to-exceeding amount is placed at $50,000 per year. The contract is for 3 years with two, 1-year options to extend.

Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California, authorize the City Manager to execute a professional services agreement with Loma Linda University Occupational Medicine Center (LLU) for Pre-Employment Medical Screening Services.

Attachments
Attachment 1 Professional Services Agreement – LLU
Attachment 2 RFP Response – LLU
Attachment 3 RFP Response – Occu-Med
Attachment 4 RFP Response – StatCare
Packet Page. 1114
Attachment 5 RFP Response – ProActive
Ward:

All Wards
Synopsis of Previous Council Actions:

January 18, 2023, The Mayor and City Council approved a professional services agreement with Kaiser Permanente for pre-employment screening services.

CC

Packet Page. 1115
1 PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE CITY OF SAN BERNARDINO

AND FACULTY PHYSICIANS AND SURGEONS OF LLUSM, DEPARTMENT OF

OCCUPATIONAL MEDICINE CENTER
This Agreement is made and entered into as of July 1, 2026 by and between the City of San Bernardino, a charter city and municipal corporation organized and operating under the laws of the State of California with its principal place of business at Vanir Tower, 290 North D Street, San Bernardino, CA 92401 (“City”), and Faculty Physicians and Surgeons of LLUSM, Department of Occupational Medicine Center, a religious nonprofit corporation with its principal place of business at 11175 Campus Street, Suite 11120, Loma Linda, CA 92354 (hereinafter referred to as “Consultant”). City and Consultant are hereinafter sometimes referred to individually as “Party” and collectively as the “Parties.”

RECITALS
A. City is a public agency of the State of California and is in need of professional services for the following project:

Pre-Employment Medical Screening Services (hereinafter referred to as “the Project”).

B. Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing professional services, and possesses the necessary expertise, resources, and personnel to complete the Project in a timely and professional manner as specified herein.

C. The Parties desire by this Agreement to establish the terms for City to retain Consultant to provide the services described herein.

NOW, THEREFORE, IT IS AGREED AS FOLLOWS:

AGREEMENT

1. Incorporation of Recitals. The recitals above are true and correct and are hereby incorporated herein by this reference.

2. Services. Consultant shall provide the City with the services described in the Scope of Services attached hereto as Exhibit “A.” Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional consulting services necessary for the Project.

3. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel identified in their proposal. Consultant warrants that Consultant is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant’s performance of this Agreement. Consultant further represents that no Packet Page. 1116
2 City employee will provide any services under this Agreement.

4. Compensation.
a. Subject to paragraph 4(b) below, the City shall pay for such services in accordance with the Schedule of Charges set forth in Exhibit “A.” b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $50,000 annually. This amount is to cover all related costs, and the City will not pay any additional fees for printing expenses. Consultant may submit invoices to City for approval. Said invoice shall be based on the total of all Consultant’s services which have been completed to City’s sole satisfaction. City shall pay Consultant’s invoice within forty-five (45) days from the date City receives said invoice. The invoice shall describe in detail the services performed and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as “Additional Services” and shall identify the number of the authorized change order, where applicable, on all invoices. Consultant shall not be reimbursed for any expenses unless authorized in writing by City.

5. Additional Work. If changes in the work seem merited by Consultant or the City, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the City by Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement shall be prepared by the City and executed by both Parties before performance of such services, or the City will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement.

6. Term. This Agreement shall commence on the Effective Date and continue through June 30, 2029, with two (2), one (1) year options to renew.

7. Maintenance of Records; Audits.
a. Records of Consultant’s services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City for inspection and/or audit at mutually convenient times for a period of four (4) years from the Effective Date.
b. Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by City.

8. Time of Performance. Consultant shall perform its services in a prompt and timely manner and shall commence performance upon receipt of written notice from the City to proceed. Consultant shall complete the services required hereunder within Term.

9. Delays in Performance.

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3 a. Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects the Consultant’s performance and is one or more of the following: (1) Acts of God or other natural disasters occurring at the project site; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); and (4) pandemics, epidemics or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety. b. Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Delays shall not entitle Consultant to any additional compensation regardless of the Party responsible for the delay.
c. Notwithstanding the foregoing, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.

10. Compliance with Law.
a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government, including Cal/OSHA requirements.
b. If required, Consultant shall assist the City, as requested, in obtaining and maintaining all permits required of Consultant by federal, state and local regulatory agencies.
c. If applicable, Consultant is responsible for all costs of clean up and/ or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement.

11. Standard of Care. Consultant’s services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. Consultant’s performance shall conform in all material respects to the requirements of the Scope of Work.

Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Consultant represents that it, its employees and subconsultants have all Packet Page. 1118
4 licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its subconsultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Services, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from working on the Services by the Consultant and shall not be re-employed to perform any of the Services.

Consultant shall not use any Subcontractor to provide the Services, or any portion of the work required by this Agreement, without prior written approval of City. In the event that City authorizes Consultant to use a Subcontractor, Consultant shall enter into a written agreement with the Subcontractor, which must include all provisions of the Agreement, including a restriction on the Subcontractor’s use of further independent contractors, subcontractors or subconsultants without the City’s prior written consent.

12. Conflicts of Interest. During the term of this Agreement, Consultant shall at all times maintain a duty of loyalty and a fiduciary duty to the City and shall not accept payment from or employment with any person or entity which will constitute a conflict of interest with the City.

13. City Business Certificate. Consultant shall, prior to execution of this Agreement, obtain and maintain during the term of this Agreement a valid business registration certificate from the City pursuant to Title 5 of the City’s Municipal Code and any and all other licenses, permits, qualifications, insurance, and approvals of whatever nature that are legally required of Consultant to practice his/her profession, skill, or business.

14. Assignment and Subconsultant. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder.

15. Independent Consultant/Contractor. Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided. Any personnel performing the work governed by this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance under this Agreement Packet Page. 1119
5 and as required by law. Consultant shall be responsible for all reports and obligations respecting such personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, and workers’ compensation insurance.

16. Insurance. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City it has secured all insurance required under this section. Failure to provide and maintain all required insurance shall be grounds for the City to terminate this Agreement for cause. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section.
a. Additional Insured
The City of San Bernardino, its officials, officers, employees, agents, and volunteers shall be named as additional insureds on Consultant’s and its subconsultants’ policies of commercial general liability and automobile liability insurance using the endorsements and forms specified herein or exact equivalents. b. Commercial General Liability
(i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the City.
(ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following:

Insurance Services Office Commercial General Liability
coverage (Occurrence Form CG 00 01) or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following:
(1) Bodily Injury and Property Damage
(2) Personal Injury/Advertising Injury
(3) Premises/Operations Liability
(4) Products/Completed Operations Liability
(5) Aggregate Limits that Apply per Project
(6) Explosion, Collapse and Underground (UCX)
exclusion deleted
(7) Contractual Liability with respect to this Contract (8) Broad Form Property Damage
(9) Independent Consultants Coverage
(iv) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain Packet Page. 1120
6 any other exclusion contrary to the Agreement.
(v) The policy shall give City, its elected and appointed officials, officers, employees, agents, and City-designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage.
(vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City, and provided that such deductibles shall not apply to the City as an additional insured.
c. Automobile Liability
(i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City. (ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 1, any auto).
(iii) The policy shall give City, its elected and appointed officials, officers, employees, agents and City designated volunteers additional insured status. (iv) Subject to written approval by the City, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to the City as an additional insured, but not a self-insured retention. d. Workers’ Compensation/Employer’s Liability
(i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement.
(ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the “Workers’ Compensation and Insurance Act,” Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer’s Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain, for the period required by this Agreement, workers’ compensation coverage of the same type and limits as specified in this section.

Packet Page. 1121
7 e. Professional Liability (Errors and Omissions)
At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies acceptable to the City and in an amount indicated herein. This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant. “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer's duty to defend. f. Privacy/Network Security (Cyber)
At all times during the performance of the work under this Agreement, the Consultant shall maintain privacy/network security insurance for: (1) privacy breaches, (2) system breaches, (3) denial or loss of service, and the (4) introduction, implantation or spread of malicious software code, in a form and with insurance companies acceptable to the City.
g. Minimum Policy Limits Required
(i) The following insurance limits are required for the Agreement:

Combined Single Limit
Commercial General Liability $2,000,000 per occurrence/$4,000,000 aggregate for bodily injury, personal
injury, and property damage
Automobile Liability $1,000,000 per occurrence for bodily injury and property damage
Employer’s Liability $1,000,000 per occurrence
Professional Liability $1,000,000 per claim and aggregate (errors and omissions)
Cyber Liability $1,000,000 per occurrence and
aggregate
(ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall Packet Page. 1122
8 be provided to the parties required to be named as Additional Insured pursuant to this Agreement.
h. Evidence Required
Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer’s equivalent) signed by the insurer’s representative and Certificate of Insurance (ACORD Form 25-S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance. i. Policy Provisions Required
(i) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of the premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration. (ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant’s policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss. (iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement. (iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the Packet Page. 1123
9 limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant’s indemnification obligations to the City and shall not preclude the City from taking such other actions available to the City under other provisions of the Agreement or law. j. Qualifying Insurers
(i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements:
(1) Each such policy shall be from a company or
companies with a current A.M. Best's rating of no less than A:VIII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
k. Additional Insurance Provisions
(i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including, but not limited to, the provisions concerning indemnification. (ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. (iii) The City may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (iv) Neither the City nor the City Council, nor any member of the City Council, nor any of the officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement. (vi) Consultant shall report to the City, in addition to Consultant’s insurer, any and all insurance claims submitted by Consultant in connection with the Services under this Agreement
l. Subconsultant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the City that they have secured all insurance required under this section. Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the City as an Packet Page. 1124
10 additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants.

17. Indemnification.
a. To the fullest extent permitted by law, Consultant shall defend (with counsel reasonably approved by the City), indemnify and hold the City, its elected and appointed officials, officers, employees, agents, and authorized volunteers free and harmless from any and all claims, demands, causes of action, suits, actions, proceedings, costs, expenses, liability, judgments, awards, decrees, settlements, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, (collectively, “Claims”) in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s services, the Project, or this Agreement, including without limitation the payment of all damages, expert witness fees, attorneys’ fees and other related costs and expenses. This indemnification clause excludes Claims arising from the sole negligence or willful misconduct of the City. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, the City Council, members of the City Council, its employees, or authorized volunteers. Consultant’s indemnification obligation shall survive the expiration or earlier termination of this Agreement. b. If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code Section 2782.8), then, and only to the extent required by Civil Code Section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to the extent which the Claims arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant in the performance of the services or this Agreement, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.

18. California Labor Code Requirements. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on certain “public works” and “maintenance” projects. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws, if applicable. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subcontractors to comply with all California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Packet Page. 1125
11 Code Sections 1771.4 and 1776), hours of labor (Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section 1777.1).

19. Verification of Employment Eligibility. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same.

20. Laws and Venue. This Agreement shall be interpreted in accordance with the laws of the State of California. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Bernardino, State of California.

21. Termination or Abandonment
a. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least ten (10) days before the effective date of such termination. In such event, City shall be immediately given title and possession to all original field notes, drawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. City shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said termination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by City and Consultant of the portion of such task completed but not paid prior to said termination. City shall not be liable for any costs other than the charges or portions thereof which are specified herein. The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement. Consultant shall not be entitled to payment for unperformed services, and shall not be entitled to damages or compensation for termination of work. b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty (30) calendar days’ written notice to City only in the event of substantial failure by City to perform in accordance with the terms of this Agreement through no fault of Consultant.
c. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.

22. Attorneys’ Fees. In the event that litigation is brought by any Party in connection with this Agreement, the prevailing Party shall be entitled to recover from the opposing Party all costs and expenses, including reasonable attorneys’ fees, incurred by the prevailing Party in the exercise of any of its rights or remedies hereunder or the Packet Page. 1126
12 enforcement of any of the terms, conditions, or provisions hereof. The costs, salary, and expenses of the City Attorney’s Office in enforcing this Agreement on behalf of the City shall be considered as “attorneys’ fees” for the purposes of this Agreement.

23. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City’s representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant’s professional services occurs, Consultant shall, at no cost to City, provide all other services necessary to rectify and correct the matter to the sole satisfaction of the City and to participate in any meeting required with regard to the correction.

24. Prohibited Employment. Consultant shall not employ any current employee of City to perform the work under this Agreement while this Agreement is in effect.

25. Costs. Each Party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.

26. Documents. Except as otherwise provided in “Termination or Abandonment,” above, all original field notes, written reports, Drawings and Specifications and other documents, produced or developed for the Project shall, upon payment in full for the services described in this Agreement, be furnished to and become the property of the City.

27. Organization. Consultant shall assign Akbar Sharip as Project Manager.

The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City.

28. Limitation of Agreement. This Agreement is limited to and includes only the work included in the Project described above.

29. Notice. Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to the following addresses and shall be effective upon receipt thereof:

CITY:

City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: Andrea Russell, Director of
Human Resources
CONSULTANT:

Faculty Physicians and Surgeons of
LLUSM, Department of Occupational
Medicine Center
11175 Campus Street, Suite 11120
Loma Linda, CA 92354
Attn: Ricardo Peverini, M.D., President
Packet Page. 1127
13 With Copy To:

City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: City Attorney

30. Third Party Rights. Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant.

31. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.

32. Entire Agreement. This Agreement, including Exhibit “A,” represents the entire understanding of City and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each Party acknowledges that no representations, inducements, promises, or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This is an integrated Agreement.

33. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance, and the remaining provisions of this Agreement shall remain in full force and effect.

34. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each Party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void.

35. Non-Waiver. The delay or failure of either Party at any time to require performance or compliance by the other Party of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance.

No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the Party against whom enforcement of a waiver is sought. The waiver of any right or remedy with respect to any occurrence or event shall not be deemed a waiver of any right or remedy with respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.

Packet Page. 1128
14 36. Time of Essence. Time is of the essence for each and every provision of this Agreement.

37. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain, or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.

38. Amendments. Only a writing executed by all of the Parties hereto or their respective successors and assigns may amend this Agreement.

39. City’s Right to Employ Other Consultants. City reserves its right to employ other consultants, including engineers, in connection with this Project or other projects.

40. Prohibited Interests. Consultant maintains and warrants that it has neither employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

41. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one single Agreement.

42. Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination.

43. Authority. The persons executing this Agreement on behalf of the Parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said Parties and that by doing so, the Parties hereto are formally bound to the provisions of this Agreement.

44. Electronic Signature. Each Party acknowledges and agrees that this Agreement may be executed by electronic or digital signature, which shall be considered as an original signature for all purposes and shall have the same force and effect as an original signature.
[SIGNATURES ON FOLLOWING PAGE]
Packet Page. 1129
15 SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE CITY OF SAN BERNARDINO

AND FACULTY PHYSICIANS AND SURGEONS OF LLUSM, DEPARTMENT OF

OCCUPATIONAL MEDICINE CENTER
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above.

CITY OF SAN BERNARDINO
APPROVED BY:

Eric Levitt
City Manager
ATTESTED BY:

Telicia Lopez, CMC
City Clerk
APPROVED AS TO FORM:

Best Best & Krieger LLP
City Attorney

CONSULTANT

FACULTY PHYSICIANS AND

SURGEONS OF LLUSM,

DEPARTMENT OF OCCUPATIONAL

MEDICINE CENTER
Signature
Ricardo Peverini
Name
President
Title
Packet Page. 1130
16 EXHIBIT A
Packet Page. 1131
17 Packet Page. 1132
18 Packet Page. 1133
19 Packet Page. 1134
20 Packet Page. 1135
Proposal Response
RFP F-26-1054
Pre-Employment Medical Screening Services
City of San Bernardino
Submitted by:

Loma Linda University Occupational Medicine Center
328 Commercial Road, Suite 101
San Bernardino, CA 92408
Employer Services:
909-558-6222

1. Executive Summary
Loma Linda University Occupational Medicine Center is pleased to submit this proposal to continue providing Pre-Employment Medical Screening Services for the City of San Bernardino under RFP F-26-1054.

For close to two years, our team has served the City’s pre-employment medical screening needs. In addition, we have cared for City workers’ compensation patients and have worked with City Human Resources leaders over the years regarding occupational health needs affecting the municipal workforce. We are proud to provide the City with full-service occupational medicine, not merely isolated testing services.

Our program is led by Akbar Sharip, MD, MPH, FACOEM, Professor of Medicine, Medical Director of the Loma Linda University Occupational Medicine Center, and Past President of the Western Occupational and Environmental Medical Association. He is supported by an experienced occupational medicine team, clinic leadership, administrative personnel, and contract coordination staff.

Our physicians include board-certified Occupational and Environmental Medicine physicians with many years of experience in pre-employment evaluations, workers’ compensation care, public safety examinations, respiratory clearance, hearing conservation, drug and alcohol testing, Medical Review Officer services, fitness-for-duty evaluations, and return-to-work planning.

Loma Linda University Health describes its Occupational Medicine Center as providing occupational and environmental health services to help protect employee health by addressing workplace hazards and treating work-related illnesses and injuries. The Center also describes customized programs, board-certified physicians, regional leadership, clear communication, whole-person care, workers’ compensation management, pre-employment/post-offer examinations, fitness-for-duty and return-to1 Packet Page. 1136
work evaluations, drug/alcohol testing, MRO services, radiology, telemedicine, vaccinations, and preventive programs as part of its occupational medicine services. (Loma Linda University Health).

The City’s RFP requests a qualified firm to provide post-offer/pre-employment examinations, occupational and environmental health evaluations, respiratory clearance, hearing and vision testing, written clearance reporting, secure medical record maintenance, and timely examinations for City applicants. Loma Linda University Occupational Medicine Center acknowledges these requirements and is fully prepared to continue meeting the City’s needs.

We believe our proposal offers the City several important advantages:

1. Continuity with an existing City occupational medicine provider We have already provided pre-employment medical screening services for the City and have also cared for City workers’ compensation patients.

2. Physician-led occupational medicine expertise
Our team includes board-certified Occupational and Environmental Medicine physicians who understand job demands, public safety requirements, workplace hazards, disability accommodation principles, and regulatory compliance.

3. Regional leadership and full-service capability
We are one of the region’s leading occupational medicine centers, with the ability to support the City across pre-employment, workers’ compensation, return-towork, medical surveillance, respiratory protection, drug testing, and fitness-forduty needs.

4. Reliable communication and administrative support
The City will have clear points of contact for clinical oversight, clinic operations, contract coordination, invoicing, scheduling, and reporting.

5. Minimal transition burden
Because of our existing relationship with the City and familiarity with City HR needs, our team can continue services efficiently without the learning curve required of a new vendor.
2 Packet Page. 1137
Table of Contents
3 Packet Page. 1138

3. Identification of Proposer
Legal Name of Proposer:

Faculty Physicians and Surgeons of LLUSM
Service Location:

Loma Linda University Occupational Medicine Center
328 Commercial Road, Suite 101
San Bernardino, CA 92408
Legal Form of Company:
501C3
Parent Company, if applicable: N/A
Primary Proposal Contact:

Michelle Hawkins
Practice Administrator
(909) 558-6275
[email protected]
Clinical / Medical Lead:

Akbar Sharip, MD, MPH, FACOEM
Professor of Medicine
Medical Director, Loma Linda University Occupational Medicine Center Clinic Operations Contact:

Maria Hurtado
Clinic Manager
Phone: 909-651-4265
Contract Coordination and Invoicing Support:

Michelle Hawkins
Contract Coordination / Invoicing Support
909-558-6275
[email protected]
Employer Services Contact Number:
909-558-6222
California Business License Number:
957330
4 Packet Page. 1139

4. Staffing Resources
A. Firm Staffing and Key Personnel
Loma Linda University Occupational Medicine Center will assign a physician-led occupational medicine team to support the City of San Bernardino. Our team includes board-certified Occupational and Environmental Medicine physicians, supported by clinic management, nursing, medical assistant, technical, administrative, records, billing, and contract coordination personnel.

Loma Linda University Health identifies Akbar Sharip, MD, MPH, FACOEM as Medical Director of the Occupational Medicine Center and identifies Maria Hurtado, Clinic Manager, as the contact for partnership discussions and facility tours. The website lists employer services through the Occupational Medicine Center at 909-558-6222. (Loma Linda University Health)
Name Discipline / Title Proposed Role
Akbar Sharip,

MD, MPH,
FACOEM
Professor of Medicine; Medical Director,
Loma Linda University Occupational
Medicine Center; Past President,
Western Occupational and
Environmental Medical Association
Physician lead, medical
oversight, quality
assurance, complex case
review, City liaison
Maria Hurtado Clinic Manager
Clinic operations,
scheduling workflow,
employer partnership
coordination, facility
coordination
Michelle
Hawkins
Contract Coordination / Invoicing
Support
Contract coordination,
invoicing support,
administrative
communication
Maryam
Sanjari, MD,
MPH
Occupational Medicine Physician
Pre-employment and
occupational health
evaluations
Leslie Cadet,
MD, MPH Occupational Medicine Physician
Pre-employment and
occupational health
evaluations
Dana M.

Brockmann,

MD, MPH
Occupational Medicine Physician
Pre-employment and
occupational health
evaluations
Haitham Juma,
MD, MPH Occupational Medicine Physician
Pre-employment and
occupational health
evaluations
5 Packet Page. 1140
Name Discipline / Title Proposed Role
Nasrin Kazemi,
MD, PhD, MPH Occupational Medicine Physician
Pre-employment and
occupational health
evaluations
B. Three Principal Individuals Responsible for Working with the City
The following individuals will be principally responsible for working with the City:

Name Title Role and Responsibility
Akbar Sharip,

MD, MPH,
FACOEM
Professor of Medicine; Medical
Director; Past President, Western
Occupational and Environmental
Medical Association
Physician leadership, medical
oversight, complex case review,
quality assurance, clinical
escalation, City liaison
Maria
Hurtado Clinic Manager
Clinic operations, scheduling
workflow, applicant flow, employer
coordination, operational issue
resolution
Michelle
Hawkins
Contract Coordination / Invoicing
Support
Contract coordination, invoicing
support, administrative
documentation, communication
support
If selected as a finalist, these principal individuals or designated institutional representatives will be available for interview and presentation as requested by the City.

C. Team Organization
The proposed team will operate under physician-led oversight. The City will have clearly defined contacts for:

Clinical oversight and medical interpretation
Scheduling and applicant flow
Contract coordination
Invoicing and documentation
Clearance forms and reporting
Escalation of delayed, inconclusive, or complex cases
Medical clearance decisions will be reviewed by appropriately licensed physicians and clinical professionals experienced in occupational medicine. Administrative and contractrelated matters will be coordinated through designated support personnel.

D. Subcontractors
Loma Linda University Occupational Medicine Center may coordinate certain ancillary services through qualified internal, affiliated, or external resources, such as laboratory 6 Packet Page. 1141
testing, radiology interpretation, or specialized testing when required. All such services will be coordinated through our occupational medicine program and performed in accordance with applicable laws, City-approved protocols, confidentiality requirements, and professional standards.

Business Permit/License – Appendix A1
Physician Licenses – Appendices A2-A
Certificate of Status – Appendix A
7 Packet Page. 1142

5. Fiscal Stability
Loma Linda University Occupational Medicine Center is part of a stable academic health system with established clinical, administrative, compliance, financial, medical records, and billing infrastructure.

Audited Financials FY19-20 –
Audited Financials FY21-22 –
Audited Financials FY23-24 –
8 Packet Page. 1143

6. Experience and Technical
Competence
A. Experience
Loma Linda University Occupational Medicine Center has many years of experience providing occupational medicine services for public agencies, municipalities, healthcare institutions, school districts, public safety employers, and regional employers.

Our experience includes:

Post-offer/pre-employment medical examinations
Pre-placement and job-specific medical evaluations
California POST-related medical screening
Workers’ compensation care
Fitness-for-duty evaluations
Return-to-work evaluations
Respirator medical clearance
Spirometry
N-95 fit testing
Audiometry and hearing conservation screening
Vision and color vision testing
Drug and alcohol testing coordination
Medical Review Officer services
EKG and radiology coordination
Laboratory testing
Tuberculosis screening
Immunization and infectious disease screening
OSHA-related medical surveillance
Musculoskeletal screening for physically demanding positions Disability management
Occupational and environmental health evaluations
The RFP requires proposers to have at least four years of experience providing the required scope of services for public clients. Loma Linda University Occupational Medicine Center meets and exceeds this requirement through its close to 26 years of occupational medicine practice and its established service to public and safety-sensitive employers.

B. References
Reference 1: City of San Bernardino
Courtney Davis
Human Resources Division Manager, Human Resources & Risk Management 9 Packet Page. 1144
Direct: 909-998-2069 | x2069
Email: [email protected]
Project size/description:

LLUH Occupational Medicine has provided pre-employment medical screening services for the City of San Bernardino for close to two years, including post-offer/preemployment examinations, workers’ compensation examinations, and coordination with City HR/Risk Management.

Reference 2: San Bernardino Police Department
Captain Adam Affrunti
Administrative Services Division
Phone: 909-384-5604
Email: [email protected]
Project size/description:

LLUH Occupational Medicine has supported public safety-related occupational medicine needs, including pre-employment/public safety medical evaluations and coordination related to law enforcement candidate screening and fitness for duty.

Reference 3: San Bernardino City Unified School District Jeff D. Haynes
Risk Manager
Phone: 909-388-6476
Email: [email protected]
Project size/description:

LLUH Occupational Medicine has provided occupational medicine and workers’ compensation-related services, including evaluation and treatment of injured workers, work-status documentation, return-to-work planning, and coordination with Risk Management.

C. Local Experience and Knowledge of the City
Loma Linda University Occupational Medicine Center has been providing preemployment medical screening services for the City of San Bernardino for close to two years. In addition, our physicians and clinical team have cared for City workers’ compensation patients and have worked with City Human Resources leaders over the years.

This gives our team direct familiarity with:

City HR communication needs
Municipal hiring timelines
Safety-sensitive job demands
Workers’ compensation and return-to-work issues
Public agency documentation expectations
Confidentiality requirements
10 Packet Page. 1145
The importance of timely clearance decisions
Because we already understand the City’s occupational health needs, we can continue services with minimal transition burden and without the learning curve required of a new vendor.

D. Physician Leadership and Regional Occupational
Medicine Experience
Loma Linda University Occupational Medicine Center’s physician leadership reflects both clinical expertise and regional occupational medicine leadership.

This leadership background strengthens the Center’s ability to provide high-quality, compliant, employer-responsive occupational medicine services for public agencies such as the City of San Bernardino. The City will benefit from a team that is not only experienced in direct clinical care, but also actively engaged in advancing occupational and environmental medicine across the region.

E. Project-Specific Experience
Project 1: City of San Bernardino - Pre-Employment Medical Screening Services
Role of Firm:

Occupational medicine provider
Duration:

Approximately two years
Description of Services:

Pre-employment medical examinations, occupational health testing, clearance reporting, City communication, and related services.

Staffing:

Board-certified occupational medicine physicians, clinic manager, clinical support staff, administrative support, and contract coordination personnel.

Relationship to Client:

Existing occupational medicine provider.

Contact:

Courtney Davis
Human Resources Division Manager, Human Resources & Risk Management City of San Bernardino
Direct: 909-998-2069 | x2069
Email: [email protected]
Project 2: City of San Bernardino - Workers’ Compensation Care Role of Firm:

Occupational medicine and workers’ compensation clinical provider Duration:

Ongoing over two years
11 Packet Page. 1146
Description of Services:

Evaluation and treatment of City workers’ compensation patients, work-status determination, return-to-work planning, coordination with appropriate parties, and occupational medicine consultation.

Staffing:

Board-certified occupational medicine physicians, clinical support staff, and administrative staff.

Relationship to Client:

Existing occupational medicine relationship with City employees and City HR leaders.

Contact: Insurance Company Coordination
Project 3: San Bernardino City Unified School District — Workers’ Compensation / Occupational Medicine Services
Role of Firm:

Occupational medicine and workers’ compensation clinical provider Duration:

More than a decade / ongoing
Description of Services:

LLUH Occupational Medicine has provided occupational medicine and workers’ compensation-related services, including evaluation and treatment of injured workers, work-status documentation, return-to-work planning, and coordination with Risk Management.

Staffing:

Board-certified occupational medicine physicians, clinical support staff, and administrative staff.

Relationship to Client:

Established occupational medicine provider relationship with Risk Management.

Contact: Jeff D. Haynes - Risk Manager
San Bernardino City Unified School District
Phone: 909-388-6476
Email: [email protected]
F. Technical Competence
Loma Linda University Occupational Medicine Center has the clinical and technical infrastructure necessary to perform the services requested in the RFP, including:

Secure electronic medical records
Confidential medical records management
Occupational medicine examination rooms
Audiometry capability
Vision testing capability
Spirometry capability
Respirator clearance and fit testing capability
Laboratory testing coordination
Imaging and radiology coordination
EKG testing and interpretation coordination
12 Packet Page. 1147
Drug and alcohol testing support
Medical Review Officer services
Physician review and clearance documentation
Administrative systems for scheduling, reporting, and billing Contract coordination and invoicing support
Our multidisciplinary structure allows us to support both routine pre-employment screening and more complex occupational medicine questions.

The LLUH Occupational Medicine Center website describes a broad employer-service model that includes preventive programs, health screenings, workers’ compensation management, communication with insurance companies, on-site assessments, specialty clinics, disability management, QME exams, pre-employment/post-offer exams, fitnessfor-duty and return-to-work evaluations, drug/alcohol testing and MRO services, radiology, telemedicine, and vaccinations. (Loma Linda University Health) 13 Packet Page. 1148

7. Proposed Method to Accomplish the
Work
Loma Linda University Occupational Medicine Center proposes to continue a structured, physician-led workflow for the City of San Bernardino.

A. Referral and Scheduling
The City will submit candidate referrals and required job-classification protocols to the designated contact pathway. Our team will schedule applicants promptly and coordinate the appropriate examination components.

We acknowledge the RFP requirement that physical examinations must be able to occur within two working days of the City’s request and that applicants should wait no longer than 30 minutes from the actual appointment time before services begin.

B. Examination Process
Examinations will be performed according to accepted occupational medicine standards and City-approved protocols. Depending on the job classification, services may include:

Medical history review
Physical examination
Blood pressure
Pulse
Respiration
Temperature
Height
Weight
Visual acuity, corrected and/or uncorrected
Color vision testing
Urinalysis
Hearing testing
Musculoskeletal screening, including back and knees when required Tuberculosis screening
Immunity review or testing
Vaccination review
EKG
Chest X-ray
Blood testing, including glucose, blood borne pathogen, kidney and liver function, or other required tests
Respirator clearance
o Spirometry
o N-95 fit testing
POST-related medical evaluation components, when applicable 14 Packet Page. 1149
The RFP specifically identifies many of these examination components, including physiologic measurements, vision, hearing, urinalysis, chest X-ray, EKG, musculoskeletal screening, TB screening, immunity review, bloodwork, respiratory clearance, spirometry, and N-95 fit testing.

C. Public Safety and POST-Related Evaluations
For applicable safety personnel, examinations will be performed consistent with City protocols and applicable California POST-related requirements. The medical review will focus on whether the candidate is medically capable of performing job duties and whether any condition may create a hazard to the candidate or others, while respecting ADA and accommodation principles.

D. Respirator Clearance and Fit Testing
Respirator clearance services may include:

Review of the respirator questionnaire
Focused occupational and medical history
Focused physical examination when indicated
Spirometry when required
Physician interpretation
Written clearance
N-95 fit testing when included in the City-approved protocol If the medical review identifies potential risk factors requiring further evaluation, our team will notify the City and obtain approval before proceeding with additional testing outside the approved protocol, unless urgent clinical circumstances require otherwise.

E. Additional Testing and Referrals
If irregular results, incomplete information, or medical concerns require additional evaluation beyond the City-approved protocol, Loma Linda University Occupational Medicine Center will notify the City and obtain approval before proceeding with additional testing or referral, except where urgent clinical circumstances require otherwise.

Applicants will be advised when follow-up with their personal physician is recommended.

When appropriate, such notification will clarify that follow-up may be the applicant’s responsibility.

F. Reporting and Clearance Forms
Loma Linda University Occupational Medicine Center will provide written summaries of medical examination and test results in a complete, accurate, and understandable format.

We acknowledge the RFP requirement for timely reporting of medical examination and testing summaries, including prompt communication with the City if an examination is delayed, inconclusive, or requires additional time.

Reports and clearance documentation will be transmitted through City-approved communication methods and in accordance with applicable confidentiality requirements. 15 Packet Page. 1150
G. Medical Records
Loma Linda University Occupational Medicine Center will initiate, update, maintain, and securely store medical and health records for City applicants and employees for whom services are provided.

Records may include:

Health questionnaires
Examination findings
Test results
Proofs of immunity
Physician consultation notes
Progress notes
Rationale for additional tests or reports when required Records will be maintained confidentially and securely. If the agreement is cancelled or expires, records that are the property of the City will be made available according to contract requirements and applicable law.

H. Communication and Escalation
The City will have a designated communication pathway for:

Scheduling questions
Candidate status updates
Delayed or incomplete examinations
Clarification of clearance forms
Contract coordination
Invoicing support
Operational concerns
Clinical escalation
I. Quality Assurance
Our quality assurance approach includes:

Physician-led review of clearance decisions
Standardized protocols by job classification
Timely communication with City representatives
Documentation review for completeness
Monitoring of turnaround times
Escalation of delayed or complex cases
Confidential records handling
Ongoing process improvement
J. First-Year Schedule of Tasks, Milestones, and Deliverables Because Loma Linda University Occupational Medicine Center has been providing preemployment medical screening services for the City of San Bernardino for close to two years, the first-year work plan will focus on continuity, confirmation of existing workflows, 16 Packet Page. 1151
ongoing service delivery, and process improvement, rather than new program implementation.

Timeframe Task / Milestone Deliverable
Contract Start
/ Month 1
Confirm current City protocols,
contacts, and any updates from the
new agreement
Updated workflow and
communication pathway
Contract Start
/ Month 1
Review and confirm existing report
and clearance form process
Continued use of City-approved
documentation process, with
updates as needed
Contract Start
/ Month 1
Confirm contract coordination,
invoicing contacts, and billing
workflow
Updated contact list and invoicing
pathway
Ongoing Schedule candidates according to
City-approved protocols
Appointments within required
timeframe
Ongoing Perform examinations and required
testing
Completed pre-employment
medical screening services
Ongoing Provide physician review and
medical clearance determinations
Accurate and timely clearance
decisions
Ongoing Report results to the City through
approved communication methods Written clearance summaries Ongoing Notify City of delayed, incomplete, or
inconclusive examinations
Timely status updates and
recommended next steps
Monthly Submit invoices and required
supporting documentation Monthly billing package
Quarterly as
requested
Review workflow, turnaround,
communication, and service needs
with City representatives
Process improvement updates
Annually
Review protocols, service needs,
pricing, and operational
expectations
Updated service plan, if needed
17 Packet Page. 1152

8. Fee Proposal
A separate fee proposal will be submitted using the City’s Vendor Quote Form.

Vendor Quote Form – Appendix
Description
Physical Exam (POST) $157.50
Physical Exam (PROFESSIONAL, DISPATCH) $78.75
Audiogram $52.50
Spirometry $52.50
Respiratory Questionnaire Review by MD $42.00
EKG Resting $52.50
Instant Drug Screen 11 Panel $42.00
Blood Draw $46.20
Titer: CBC With Differential $26.25
Titer: Comprehensive Chem Panel $31.50
Titer: Lipid Panel $31.50
Titer: Hepatitis B Core Antibody, HBcAB $21.00
Titer: Hepatitis B Surface Antibody $36.75
Titer: Hepatitis C $52.50
Titer: Mumps Antibody Screen $42.00
Titer: Rubella Antibody Screen $42.00
Titer: Rubeola Antibody Screen $42.00
Titer: Varicella Antibody Screen $42.00
Vaccine: MMR (Series of 2) $105.00 Each
Vaccine: Hepatitis B (Series of 3) $94.50
Vaccine: Hepatitis A (Series of 2) $42.00
Vaccine: Tdap $52.50
Vaccine: Varivax (Chickenpox) (Series of 2) $189.00 Each Vaccine: Influenza; Flu (Seasonal) $36.75
TB Skin Test $26.25
QuantiFERON TB Gold $47.25
Urinalysis $21.00
Department of Transportation Physical (DOT) $105.00
Chest X-Ray $105.00
18 Packet Page. 1153

9. Insurance
Loma Linda University Occupational Medicine Center acknowledges the City’s insurance requirements and will provide evidence of insurance as required.

The RFP requires acknowledgment of minimum insurance requirements, including commercial general liability, automobile liability, employer’s liability, professional liability, and cyber liability if applicable.

A Certificate of Insurance will be provided through a copy of the current contract with the City of San Bernardino. A signed Acknowledgement of Insurance Requirements is included within this proposal.
of Insurance Requirements – Appendix
Copy of current contract with the City of San Bernardino documenting insurance coverage/requirements – Appendix
19 Packet Page. 1154

10. Litigation History
Loma Linda University Occupational Medicine Center has no litigation history within the past five years related to the provision of the services described in this RFP. 20 Packet Page. 1155

11. Other Information
A. Demonstration of Efficient Staffing and Timely Completion Loma Linda University Occupational Medicine Center has a demonstrated record of efficiently staffing occupational health services and completing examinations, clearance determinations, and reports in a timely manner. Our established physician-led workflow supports the City’s need for reliable scheduling, timely communication, clear documentation, and appropriate escalation of complex cases.

Our current and prior work with the City has allowed us to understand the importance of rapid turnaround in the hiring process. We recognize that delays in medical clearance can affect public agency operations, onboarding, and staffing. Our approach is designed to support the City’s operational timelines while maintaining high medical and regulatory standards.

B. Community Involvement
As part of Loma Linda University Health, our occupational medicine program is deeply rooted in the Inland Empire and San Bernardino County region. We support workforce health, public safety, injury prevention, disability accommodation, regulatory compliance, and community well-being.

Our mission aligns closely with the needs of public agencies. We understand that municipal employees serve the public every day, and our role is to help ensure that candidates and employees are medically supported, safely placed, and appropriately evaluated.

C. Previous Involvement with the City
Loma Linda University Occupational Medicine Center has worked with City Human Resources leaders over the years, has cared for City workers’ compensation patients, and has provided pre-employment medical screening services for close to two years.

This previous involvement is a major strength. It gives our team a practical understanding of the City’s expectations, workforce needs, communication style, and occupational health priorities. We are proud of this relationship and are committed to continuing to support the City with dependable, high-quality occupational medicine services.

D. Full-Service Occupational Medicine Partnership
The City of San Bernardino benefits from working with a full-service occupational medicine center rather than a limited testing vendor. Pre-employment screening, workers’ compensation care, return-to-work planning, respiratory clearance, hearing conservation, drug testing review, fitness-for-duty evaluations, and medical surveillance are connected parts of workforce health.
21 Packet Page. 1156
Loma Linda University Occupational Medicine Center can support these needs through one integrated, physician-led occupational medicine program.

E. No Conflict of Interest
Loma Linda University Occupational Medicine Center has no conflict of interest in connection with providing the services described in this RFP. 22 Packet Page. 1157
“The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFP), and to be bound by the terms and conditions of the RFP.”
23 Packet Page. 1158

13. Statement of No Deviations from RFP
Loma Linda University Occupational Medicine Center has reviewed the Request for Proposals, including the proposed Professional Services Agreement, scope of services, insurance requirements, and submittal requirements.

Loma Linda University Occupational Medicine Center takes no deviations or exceptions to the RFP or Agreement template, unless otherwise expressly stated in this proposal. 24 Packet Page. 1159

14. Appendices
Appendix A: Applicable licenses and certifications
Appendix : Vendor Quote Form
Appendix : Acknowledgement of Insurance Requirements
Appendix : Current contract stating insurance coverage
Appendix : Additional service descriptions
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Additional Services Beneficial to the City
In addition to pre-employment medical screening services, our team has also provided workers’ compensation care for City employees and has worked with City Human Resources leaders over the years. This existing relationship allows us to support the City across the broader occupational health continuum, not simply during the hiring process.

Several of the services listed below are already part of our established work with the City, while others are available as needed to further support workforce health, regulatory compliance, injury prevention, and safe return to work.

Medical Review Officer consultation
DOT and non-DOT drug and alcohol testing program support Reasonable suspicion consultation and supervisor education Fitness-for-duty evaluations
Return-to-work evaluations
Work restriction clarification
OSHA medical surveillance
Hearing conservation program support
Respiratory protection program support
Immunization and vaccination programs
Telemedicine visits when appropriate
Radiology and diagnostic imaging coordination
Workplace hazard assessments
Preventive health and injury prevention education
Disability management consultation
QME and complex occupational medicine evaluations when appropriate 50 Packet Page. 1185
Proposal to
The City of San Bernardino
RFP# F-26-1054
Proposal Submitted by:

May 21, 2026
Corporate HQ - 2121 West Bullard Avenue, Fresno, CA, 93711 Denver Office - 1928 East 18th Avenue, Denver, CO, 80206 TAX ID: 52-2333519
State of California Corporate ID: C2472806
559.435.7200 - Fax
Contact:

Christopher St. George
559.435.2800 x207 - Telephone
[email protected] - Email
www.occu-med.com

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I. Executive Summary
Occu-Med has a 46-year history of providing our quality driven, customer service oriented Occupational Health Evaluation Program to more than a thousand Cities, Counties, and Private Sector organizations throughout the United States including hundreds of municipal agencies in Southern California, forming close working relationships with human resources, risk management, police and fire personnel staff members - at each agency - in order to ensure continuity in accessing Occu-Med’s turnkey system for completing medically appropriate and legally defensible occupational health evaluations.

Occu-Med’s technical approach to the services described in our proposal is designed to squarely respond to City’s needs - in order to deliver a program that reduces the number of employee accidents and injuries in a medically appropriate and legally defensible manner. Our goal in the delivery of our service will be to enhance the delivery of our Program to assure applicants/employees are able to safely perform the essential functions of the jobs in which they are being placed.

Because we have licensed physicians and legal experts on staff, no matter how simple or dynamic an evaluation might be, Occu-Med will always furnish the City a clear and legally defensible medical recommendation in consideration of all applicable laws and guidelines (ADAAA, FEHA, cal-OSHA, FMCSA, POST, NFPA 1582 & GINA) as to whether or not an employee is able to safely perform the essential functions of the job with or without reasonable accommodation. In addition to providing all the current services offered to the City of San Bernardino (hereafter, “the City”), Occu-Med is proposing the expansion of our service to include management of a medical Network throughout California that will now be available to the City in order to enhance the convenience for the City’s applicants of attending the pre-placement medical evaluation. Our proposed Primary Network includes: hundreds of medical facilities throughout California. (see our fee schedule for occupational health services valid at any network location in California.

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Additional providers can be added at the City’s direction or by requesting an out-of-area-exam on the medical exam requisition form. For instance, if an applicant lives in Las Vegas the City can simply request the exam occur at a clinic closer to that location.

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2. Table of Contents
Page

COVER PAGE N/A
Section 1 - Executive Summary 3
Section 2 - Table of Contents 4
Section 3 - Identification of Proposer 5
Section 4 - Staffing Resources 3
Section 5 - Fiscal Stability 11
Section 6 - Experience & Technical Competence 11
6a. Experience 11
6b. Project Specific Experience 16
6c. Technical Competence 17
Section 7 - Proposed Method to Accomplish the Work 17
Section 8 - Fee Proposal 28
Section 9 - Insurance 29
Section 10 - Litigation 29
Section 11- Other Information 30
Section 12 - Certification of Proposal 32
Section 13 - Appendices 32
EXHIBITS 1-7

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3. Identification of Proposer
a. Occu-Med Ltd. dba Occu-Med
b/c. Occu-Med is a Corporation wholly owned by its Founder and CEO James Johnson Esq. d. The City’s single point of contact for this RFP is Chris St. George, Business Development Director, Mr. St. George works at both Occu-Med’s Fresno & Denver Offices, correspondence may be sent to his attention at: 2121 West Bullard Ave, Fresno, CA 93711. e. State of California Corporate ID: C2472806.

4. Staffing and Resources

The following staff work at Occu-Med’s Fresno Office, however with dozens of Southern California clients we are in the San Bernardino/ Riverside area on a monthly basis.

Cristal Granse – Main Account Manager and Director of Team Bailey – Principle 1/3 Ms. Granse has been with Occu-Med for over 10 years. If awarded the City’s new solicitation, Mr.

Granse will continue to be the main Account Manager for the City. She initially began her journey with us as an EXAMQA Analyst, but has since progressed into a role as the Director for Team Bailey. Her focus is to be an advocate for our clients and their needs, large or small. She has been the City’s main account manager for the majority of Occu-Med’s current contract with the City.

Organize and manage the team’s daily workflow:
• Prioritize work to be done and individual team member assignments • Proofread Medical Examination Summary Reports
• Approve/deny PTO requests of team members and ensure availability of Utility Staff coverage prior to approving (and/or taking) PTO.

Perform evaluations of team members in accordance with the Occu-Med Training and Management Strategy:
• Work with Quality Department to ensure team members receive regular training until fully trained.

Ensure work performed is in accordance with client expectations and commitments made by Occu-Med:
• Manage Client Protocols for clients assigned to his or her team by creating new protocols and updating existing ones as needed
• Ensure that Occu-Med services for clients assigned to his or her team meet or exceed client expectations
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• Investigate cases identified by the Quality Department as failing to meet client and/or Occu-Med expectations.

Christopher St. George, Director of Business Development & Contract Manager - Principle 2/3 Christopher St. George. Mr. St. George has more than 20 years-experience managing compulsory occupational health evaluations and conducting job analysis. He has also been the contracts manager for the City’s work since 2014. If awarded, he will continue to be the contract manager for the City.

Among his many accomplishments from 2019-2024, Mr. St. George has been the Project Manager for CDOT on a continuous basis since Occu-Med’s initial award in 2014. Prior to this Mr. St. George was the Project Manager responsible for Occu-Med’s portion of the United States Army Kuwait Base Operations Support Services contract for which over 2,000 Department of Defense medical evaluations were performed in a three (3) month period. (The largest turnkey government contract transition in US DoD history). Additionally, from 2015-2018 on an as needed basis Mr. St. George worked as a full time onsite consultant for one of Occu-Med’s Fortune 500 clients in Colorado Springs.

Chris St. George is responsible for the provision of Occu-Med’s services on a global scale – creating relationships with United States-based and overseas clients and strategic partners – allowing these services to be delivered wherever our client-employers need us. And, despite the typical hardships that arise from maintaining a global footprint, Occu-Med’s international projects, overseen by Mr. St. George, consistently receive ranks of “Industry-best,” “Exceptional,” and “the Clear Choice” from our clients for all of our service offerings.

Mr. St. George values diligence and trust as the keys to sustaining productive relationships with OccuMed’s clients; and, when necessary, by positioning himself or his staff inside clients’ operations, Mr. St.

George is able to ensure each project is uniquely prepared to utilize our services in the most effective manner possible. Consistent collaboration with our clients by Mr. St. George allows Occu-Med to deliver “turnkey” and customized occupational health programs regardless of project scale, from basic services such as substance abuse screening programs to multi-country pre-placement/pre-deployment and compliance-based periodic medical evaluations.

Mr. St. George joined Occu-Med in 2004. He is a graduate of the Craig School of Business at Fresno State University earning a Bachelor of Science Degree in Business Administration. He also holds multiple certifications in compliance and management.

Chase Coyle, Director of Operations Principle 3/3
My professional qualifications began with obtaining my BS in Business Management with a focus on Organizational Leadership at Fresno State University in 2012. Since my graduation, I have built upon the foundation of my education with 6+ years of experience in executive management and customer service. I have always had a natural passion for finding ways to better myself and others and continue to study management theories by attending various leadership seminars and reading leadership publications.

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James A Johnson, J.D., CEO/Owner/Chief Legal Advisor
Mr. Johnson is a graduate of the Ohio State University and received his law degree from the McGeorge School of Law at the University of the Pacific.

Prior to founding Occu-Med in 1979, Jim Johnson was a private consultant directing several major civil rights projects in California, Hawaii, Washington and Oregon. Mr. Johnson served as a Legal Intern and subsequently Affirmative Action Advisor with the County Supervisors Association of California and as a Legislative Analyst with the State of Hawaii’s Commission on the Handicapped.

Mr. Johnson has supervised more than four hundred medical standards research projects and is responsible for the development of Occu-Med’s state-of-the-art quality assurance program, EXAMQA.

Occu-Med itself is the result a multi-million dollar grant issued in 1976 to study the dramatic rise in workers’ compensation claims costs. The study included input from groups of experts in numerous medical specialties to develop a methodology to correlate pre-existing medical conditions and their effect on workers in various demanding job classes. Mr. Johnson was the director of this multi-agency project for the four years of its research and field-testing. Additional expertise in the technical and daily functions in this field was gained through the operation of a network of independent occupational health clinics.

He continues to oversee the day-to-day operations of Occu-Med as well as the on-going advanced research conducted by the company. Mr. Johnson’s work includes consultation with national and international corporations and public sector agencies in developing innovative placement programs dealing with hiring, return-to-work, immunizations and wellness Mr. Johnson remains personally involved in the oversight of implementation and operation of OccuMed’s Employment Medical Examination Management Service. All final decisions and approvals impacting the welfare of the business relationship between Occu-Med and the County will be assessed and authorized by Mr. Johnson.

Devonna M. Kaji, M.D., Medical Director
Dr. Kaji graduated Magna Cum Laude from the University of California, Berkeley and the University of Hawaii, John A. Burns School of Medicine. She received her surgery training at the University of Southern California and is a Board Certified Urologist. She has served as Professor of Urology and Assistant Chief of the Department of Urology at the Children’s Hospital of Los Angeles, the University of Southern California and the University of Colorado.

Dr. Kaji has served on Occu-Med’s Board of Directors and managed its Medical Advisory Board for more than 30 years. She has participated in all of the Company’s medical research, having met with the medical specialists and sub-specialists representing 12 separate body systems who initially formulated Occu-Med’s Compendium of Medical Standards. She has continued to supervise and participate in every medical research meeting addressing the continued effectiveness and appropriateness of this Packet Page. 1192
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Compendium of what is now termed Medical Guidelines. Dr. Kaji supervises all medical specialists currently on retainer to Occu-Med.

Further, as Medical Director, Dr. Kaji oversees all medical aspects of the Company’s EXAMQA program.

Dr. Kaji is actively involved with Occu-Med’s advanced projects and the periodic review and revision of all Occu-Med Medical Exam Forms, Medical History Forms, Medical Exam Results Summary Forms and all related internal operations.

Dr Kaji examines and evaluates the accuracy and validity of all data and recommended medical exam components to assure that they are comprehensive and medically appropriate. The administration of EXAMQA reviews and recommendations are managed under the direction Dr. Kaji.

Tracy Lee M.D.

Consulting physician OSHA compliance (CV’s Enclosed Exhibit 1).

LT. Colonel.(Ret) Joe Kelley N.P.

LTC Kelley has 31 years of nursing experience in all aspects of the continuum of Mental Health care.

This experience ranges from civilian inpatient psychiatry, serving in combat zones and currently working as Senior Nurse Practitioner consultant at Occu-Med and working in a maximum-security prison inpatient program. LTC Kelley is a former CENTCOM Waiver Action Officer. LTC Kelley provides extensive technical consulting advice at Occu-Med. This includes expertise in potential waiver related medical conditions, mental health results and DoD Deployment medicine.

Jared Kaji, Vice President, Business Development
Jared H. Kaji is Occu-Med’s Vice President and is chiefly responsible for the Company’s development and operations. Mr. Kaji began his career at Occu-Med in 2003, while studying at California State University, Fresno, as an intern working in the Company’s EXAMQA Department. In this role, Mr.

Kaji’s attention to detail, need for efficiency, and passion for nuance furthered the Company’s commitment to Quality and perpetuated a word-of-mouth marketing campaign. As a result, Mr. Kaji was promoted to the Company’s Director of Business Development in 2006.

Over the next ten years, as Director of Business Development, Mr. Kaji championed Occu-Med’s venture into the global marketplace – developing Occu-Med’s International Network of Medical Providers and the Company’s Scheduling and Harvesting Departments, while simultaneously promoting the service and building a client base comprised of more than a thousand public agencies, fortune 500 companies, and more than 60% of the Company’s target market within the government contracting arena.

Mr. Kaji, currently spends his time developing and implementing solutions with Occu-Med’s client employers; enhancing relationships with strategic partners and vendors; and leading the operations team to achieve each client’s unique goals. In his words, “Each evaluation we perform is an opportunity to Packet Page. 1193
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make a difference – we can save a life, prevent an injury, tear down arbitrary barriers to job placement for the disabled and more – we help a lot of people and we do it one evaluation at a time.” Sean Edin APT, Director of Quality
Sean Edin is a graduate of California State University, Fresno with a degree in Physical Education with Athletic Training Option. He is also a licensed Physical Therapist Assistant with the State of California.

Mr. Edin has over 15 years experience working in the Workers’ Compensation arena performing Functional Capacity Evaluations and physical therapy treatments for employees of large corporations, local hospitals and private clinics. His background also includes working with Orthopedic Surgeons providing treatments and medical services and he is a Certified Professional Drug Screen Collector.

Mr. Edin has been with Occu-Med since 2006 and currently serves as the Director of Quality that has included the implementation of on-site medical services at a government contractor in Houston, Texas, performing on-site Job Analysis and managing large client contracts including the Association of California Water Agencies-Joint Powers Insurance Authority (ACWA-JPIA) and Morton Buildings, which operates in 36 states.

In addition, Sean is involved with the day-to-day operations of the Network Management and EXAMQA Departments as well as our client implementation and management services. His wealth of medical knowledge has been a tremendous asset to the growth and experience of Occu-Med services.

Angela Coleman, Manager of Exam Quality Assurance
• Career with Occu-Med began in August 2019
• Versed in industry-specific guidelines and knowledge standards (HIPAA, OSHA, FMCSA,

POST, NFPA)
• Focused in quality monitoring, workflow optimization and process improvement • Experience applying risk-based thinking to continually improve training initiatives • Maintains feedback loops with internal and external stakeholders to enhance and streamline existing protocols
• Responsible for tracking and auditing quality metrics and utilizing root cause analysis for identifying and improving error trends
Dana Tamayo; EXAMQA Director
• Years of Experience:
o Over 7 years with Occu-Med, Inc. (since 2017)
• Career Progression:
o Began as an EXAMQA Analyst
o Promoted to EXAMQA Manager
o Currently serving as Director of EXAMQA
• Core Responsibilities:
o Lead through Occu-Med’s Core Values to foster a positive, mission-driven culture Packet Page. 1194
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o Oversee delivery of EXAMQA services with a focus on quality, customer service, and turnaround time (TAT)
o Set clear expectations and performance goals aligned with company objectives o Provide strategic oversight and hands-on coaching for EXAMQA Managers and Analysts o Ensure compliance with contract requirements and individualized assessment standards • Key Expertise:
o Deep technical knowledge of medical/legal issues related to disability evaluation and individualized assessment
o Experience managing complex cases involving ADA compliance, fitness for duty, and reasonable accommodation
o Liaison between Operations, Quality, and Account Management to ensure seamless service delivery
• Leadership Focus:
o Promote a culture of continuous improvement and accountability o Mentor and develop high-performing teams through clear communication and strategic coaching
o Drive process enhancements and quality assurance in support of Occu-Med’s mission to prevent injuries and protect the rights of the disabled.

The rest of team bailey also includes:

Team Bailey 559.435.2800 x 341
Name Extension Email Title
Cristal Granse (Meza) 165 [email protected] Director of Client Services Dana Tamayo 159 [email protected] EXAMQA Director
Selena Edin 107 [email protected] Scheduling Director Jasmine Hines 128 [email protected] EXAMQA – Analyst
Angela Coleman 195 [email protected] EXAMQA – Analyst Brenna Moore 192 [email protected] EXAMQA – Analyst
Doug Jew 188 [email protected] EXAMQA – Analyst
Bianca Watkins 155 [email protected] Scheduling- Analyst Jack Coyle 139 [email protected] Scheduling- Analyst Pierre Rai 191 [email protected] Scheduling- Analyst Larissa Romero 146 [email protected] Scheduling - Analyst Packet Page. 1195
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b. Subcontractors
Occu-Med manages a network of medical clinics throughout the Country. If awarded this work Occu-Med will subcontract the actual performance of the medical exam to our medical clinics in the San Bernardino area including:

Agile Medical COMP – Central Occ Medical Partners Riverside Cardiology Riverside, CA San Bernardino, CA Riverside, CA
Additionally, because of our large client base in Southern California, we are making our entire Network available to the City (see enclosed fee scheduled and licenses Exhibit 1).

V. Fiscal Stability.

Please find a recent D& B report for Occu-Med. A letter from our financial institution and 2025 financial reports enclosed – (Exhibit 2).

VI. Experience and Technical Competence
VIa. Experience
Our experience, gained over almost four decades, has shown that Occu-Med’s service is uniquely capable of achieving a significant reduction in the number of employees injured on the jobs of our clients. Our commitment is the provision of our service in as conscientious, diligent, professional, non-discriminatory, timely, consistent and cost-effective a manner as possible to achieve the greatest possible value for our clients.

Founded in 1979, Occu-Med specializes in Job Analysis, Pre-Placement/Periodic Occupational Health Evaluations, including a full battery of associated testing. Return-To-Work Evaluations, Fitness-ForDuty Evaluations, Independent Medical Evaluations, HAZMAT Exams, OSHA Respirator Evaluations and Exams, OSHA Hearing Conservation Medical Exams, Robust Drug Screen Services, including Pre-Placement, Random, DOT compliant with 49 CFR Part 40 and non-DOT. Pre and Post Deployment Medical Exams (civilian contractors), Family Medical Leave Act (FMLA) and National Fire Protection Association Medical (NFPA 1582) and POST medical exams.

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Since being founded Occu-Med’s primary mission has been to reduce occupational injuries.

Beginning in 1976, Occu-Med’s founder, James Johnson J.D., directed a two-million-dollar United States Civil Service Commission grant “to develop and implement an improved system of physical and medical standards and procedures for employment.” The goals of this project were: a) to ensure workers were able to safely perform the essential function of their jobs, b) reduce the costs associated with worker injuries, and c) protecting the rights of the disabled by developing a medically appropriate and legally defensible methodology for determining what medical conditions, injuries or illnesses allowed for reasonable accommodation. The culmination of Occu-Med’s initial research project would be the Occu-Med System of medically evaluating applicants’ and employees’ job suitability.

During this exhaustive research and while analyzing various job classes amongst cities and counties throughout California (in coordination with CSAC which was participating in the research grant), Occu-Med was able to discover and statistically document that - regardless of job class - approximately 41% of workers’ compensation injuries occurred in the first year of employment.

Further analysis of this figure, conducted with Sacramento County, Los Angeles County, Orange County and many other agencies (in coordination with Jean Felton, M.D., (“The Modern-Day Father of Occupational Medicine” and Occu-Med’s first Medical Director), as well as Lee Cady, M.D., OccuMed’s cardiologist [retired 2014]), resulted in what eventually became the basis of Occu-Med’s signature service QA2 , the gold-standard in pre-placement and occupational health medical evaluations.

Many of the organizations that participated in this project were eager to begin utilizing the OccuMed Occupational Health Evaluation Program. Accordingly, the second phase of Occu-Med’s research began with the goal of discovering why such a disproportionate number of injuries occurred almost immediately after an employee was placed. The results of Occu-Med’s second phase of research (conducted in coordination with the State of Hawai’i) yielded a revelation, applicants and employees with pre-existing medical conditions were being placed into jobs that, upon the performance of their essential functions, predisposed the individual to injury. Therefore, if these Packet Page. 1197
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medical conditions could be identified prior to the applicant or employee being placed, entire injuries could be avoided, thus eliminating the associated cost of the resulting workers’ compensation claim.

One of three key elements in this process would be collecting and analyzing valid job information pertaining to the most physically demanding essential job function for any physical ability required for a job. In due course, Occu-Med developed Physical Abilities Analysis, its proprietary system of identifying the most physically demanding essential functions of a job.

In light of the almost 5-years of research completed, Occu-Med began utilizing its Physical Abilities Analysis in collaboration with many of the agencies who participated in the research and, in 1984 we opened our own clinic. Utilizing our research-based Program designed specifically to understand what medical conditions to look for during a pre-placement medical evaluation Occu-Med began to dramatically reduce workers’ compensation costs at any agency which utilized our Program.

Brief Case Study of Workers’ Compensation Savings
Throughout the rest of the 1980’s and into the 1990’s Occu-Med continued to apply its findings to help reduce employee injuries and workers’ compensation costs at hundreds of public agencies throughout [primarily] the United States. Then, in 1990 with the legislation (and success) of the Americans with Disabilities Act, employers would be required to comply with more stringent regulations regarding how an occupational health evaluation was both administered and reviewed.

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Out with, Standards & Individualized Assessment (Guidelines) As it related to occupational health one of the key aspects of the 1990 Americans with Disabilities Act (the “ADA”) was the requirement that post-offer/pre-placement medical testing be job-related and consistent with business necessity. Previously, with varying degrees of ambiguity, employers could merely select a medical test (they believed was diagnostic of an individuals’ ability to perform a job function) and require all job applicants “pass” such a test, regardless of whether that test was a valid measure of safe job performance. The ADA, instead, now required a nexus be shown between the medical test and one or more of the essential functions of the job into which the applicant was to be placed.

Fortunately, Occu-Med and its clients, were very well prepared for this legislation, after all we had already been conducting only job-related medical evaluations for over a decade utilizing the Physical Abilities Analysis process (previously described).

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In due course, employers would now look to Occu-Med not only as medical experts but also for discerning legal and risk management guidance regarding how to appropriately comply with the ADA legislation which would now govern occupational health-related medical evaluations. For the remainder of the 1990s Occu-Med would continue to establish itself as one of the premier authorities related to occupational health evaluations.

By the early 21st century in addition to the 2008 ADAAA legislation Occu-Med saw the expansion and updates to additional regulations and guidelines related to occupational health including:

California Peace Officer Standards and Training (POST), National Fire Protection Agency (NFPA) 1582 as well as updates to the Federal Motor Carrier Safety Administration (FMCSA) Medical Examiners Handbook. Considering these updates our team would work lockstep with our client employers to ensure continual compliance with each update.

Today, we serve clients around the globe, including more than 100 Cities, Counties and municipal agencies, more than 300 water agencies, and more than 200 fire districts, and hundreds of national private employers—frequently reviewing more than 200 medical examinations daily. In fact, in 20234, we assisted in the placement (or continued placement) of more than 10,000 employees in Iraq, Kuwait, Qatar, Dubai, Uganda, Ecuador, Germany, Bosnia, Kosovo, Romania and many other countries for clients such as: Lockheed Martin, V2X, L-3 Communications, ManTech, Valiant Integrated Services, Arch Insurance, Trace Systems and TCOM.

In addition to the references listed in Exhibit
3, Occu-Med also manages and performs pre-placement, periodic, and compulsory occupational health evaluations for dozens of other satisfied clients in Southern California including: Orange County Water District, City of Costa Mesa, City of Fullerton, The City of Ontario, The City of Riverside, The City of Redondo Beach, The City of Whittier, Antelope Valley-East Kern Water Agency, Eastern Municipal Water District, Palmdale Water District, The City of Monrovia, The City of Huntington Park, Santa Clarita Water District and many others. Should further referral information be helpful Occu-Med can happily provide it upon request.

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Please find a list of 5 references the City may contact. (EXHIBIT 3).

As an organization founded, in part, to reduce workers’ compensation costs and assist in applicant placement; we believe we are uniquely positioned to assist the City of San Bernardino in assuring safe and speedy placement of all medically qualified candidates. And, we know, in today’s hiring landscape the more efficiently a city can navigate the onboarding process the more likely it is that entity will be able to place a qualified applicant during a competitive hiring process. 6b. Project Specific Experience
City of Riverside
(a) Role of Firm - Occupational Health Consultant for Pre-Placement Medical Evaluations (b) Dollar value of the Services - Approx. $150,000 annually (c) Dollar value of the Fee - Approx. $150,000 annually (d) Description of Services - From 2017-Present Occu-Med has provided many of the services described herein to the City of Riverside
(e) Staffing - Occu-Med has staffed this contract using Team Bailey and other Key staff members described herein
(f) Duration - 2017-Present
(g) Relationship to Client - Consultant
(h) Contact information Maggie Tanner, HR Division, Email: [email protected] (i) P: 951.826.5459
City of Covina
(a) Role of Firm - Occupational Health Consultant for Pre-Placement Medical Evaluations (b) Dollar value of the Services - Approx. $75,000 annually (c) Dollar value of the Fee - Approx. $75,000 annually
(d) Description of Services - From 2018-Present Occu-Med has provided many of the services described herein to the City of Covina
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(e) Staffing - Occu-Med has staffed this contract using Team Bailey and other Key staff members described herein
(f) Duration - 2018-Present
(g) Relationship to Client - Consultant
(h) Contact information – Joanna Espinosa, Email – [email protected] , P: 626.384.5554, Address: 125 E College St, Covina, CA, 91723
City of Ontario
(a) Role of Firm - Occupational Health Consultant for Pre-Placement Medical Evaluations (b) Dollar value of the Services - Approx. $50,000 annually (c) Dollar value of the Fee - Approx. $50,000 annually
(d) Description of Services - From 2024-Present Occu-Med has provided many of the services described herein to the City of Ontario
(e) Staffing - Occu-Med has staffed this contract using Team Bailey and other Key staff members described herein
(f) Duration - 2024-Present
(g) Relationship to Client - Consultant
(h) Contact information – Marquie Lugo, Email: [email protected], P:909.395.2191. Address:
200 N. Cherry Ave, Ontario, CA 91764
6c. Technical Competence
The City will also be given access to our Customer Interface Portal “The Occu-Portal” this will allow appropriate staff to submit referrals, make updates to requests and check on the status of the Project for instance, number of completed evaluations, or number of “no shows”. Note: No Private Medical Information (PHI) will be shared on our customer portal. As a result of the Occu-Portal Occu-Med is able to report a flawless record in any breach of PPI or PHI for any of our medical referrals.

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The Occu-Portal is able to track all aspects of each occupational health evaluation referred to OccuMed. This allows for real-time updates of appointment scheduling, exam results and turnaround tim.

7. Proposed Method to Accomplish the Statement of Work (EXHIBIT A of the City’s RFP) We believe that following the City’s review of our Proposal Occu-Med will remain the obvious choice for the quality provision of the City’s Occupational Health Program. Occu-Med has over 46 years of experience specializing in exactly the type of services being solicited in the City’s RFP this includes ADAAA and FEHA compliant pre-placement and periodic medical evaluations, including POST medical requirements, cal/OSHA surveillance evaluations and our DOT compliant FMCSA Medical Program. Moreover, we have been providing these service to the City since 2014 during which time we have worked to build lasting business relationships with the City’s Human Resources Personnel and hopefully we have become the City’s trusted medical advisor for any occupational health related case no matter how dynamic.

In light of Occu-Med’s review of the City’s RFP it appears the City seeks to contract with a medical vendor[s] that is able to manage and perform Pre-Employment Physicals in a manner that combines:
a) a thorough knowledge of the essential physical and environmental components of the City’s job classifications especially safety-sensitive jobs in question; b) the medical expertise to gather all appropriate medical information upon which to base safe placement, continued placement, return-to-work and fitness-for-duty recommendations; and, Packet Page. 1203
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c) extensive knowledge of the legal constraints within which such placement decisions are made.

Approach
- Implementation
The implementation of our service typically begins with a Client Orientation to the laws and regulations governing employment medical testing, the manner in which the Occu-Med Program fulfills these legal requirements, the goals of our service and the provision of assistance to you in the establishment of appropriate policies and procedures within the City to authorize the appropriate medical review of employment examinations and the training of selected staff in the manner in which this process will be performed. This process will include the completion of a New Client Interface. During this implementation phase, if requested, we also perform Job Analysis for all job classes requiring medical examinations in order to determine and document the specific physical abilities and environmental factors involved in the performance of each of these job classes. The result of this Job Analysis is the production of Job Profiles and Medical Examination Component Profiles for the job classes included in our Program.
[NOTE: Job Analysis is a component of the Occu-Med Program which will typically accompanies our occupational health program, particularly pre-placement. The City has not requested the Job Analysis component at this time; nonetheless, the value is highlighted below as a Technical Enhancement to the Occu-Med Program. While client orientation is included with our proposed program, Job Analysis is more extensive and contains associated costs. If Job Analysis is not performed or deemed necessary by the City Occu-Med presumes that the City has validated batteries of medical testing associated with each job class, or government mandated testing requirements, for instance those recommended by POST. Of course, Occu-Med serves as a “ready resource” to consult on appropriate medical testing as promulgated by any government entities, statutes, acts and amendments (ADAAA, FEHA, OSHA, EEOC etc…) if selected, this “ready resource” services is provided free of charge to the City.]
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- Job Analysis
The foundation of Occu-Med’s pre-placement and periodic medical evaluation programs is a thorough understanding of the job into which an applicant is to be placed or an employee is to be returned, or retained in. Therefore, typically the first step to implement our program is the development of a comprehensive Job Profile (Sample Exhibit 4) that documents the physical and environmental demands of each of the job classes to be included in the medical evaluation program. Using a statistically valid sample of workers in the selected job classes, we conduct on-site structured group interviews to determine the essential tasks of the jobs being analyzed. The Job Profile also describes working conditions and environmental exposures encountered on the job, in which the jobs are rated on 19 physical abilities and 25 environmental factors. The physical abilities and environmental factors provide the foundation for the next two steps of our service: the medical examination and the employee / job compatibility determination. The Job Profile provides the foundation: a) to determine which medical conditions would be inappropriate to place into the job, and to permit the establishment of job-related and cost-effective medical examinations; and b) to use in the worker / job compatibility recommendation that Occu-Med performs following each medical examination.

With this knowledge a recommended Medical Exam Component Profile (MECP) is developed (Exhibit 5) by Occu-Med to document what testing will be required for a specific job class. This Profile, or one we create from an existing job description, serves as a blueprint for the medical exam provider for conducting the specific medical exam for each job class. Once the recommended Medical Exam Component Profiles have been approved by the City these Medical Exam Profiles are ready for immediate use in conducting medical evaluations.

Finally, as part of the review/implementation process, Occu-Med’s key staff is available for interviews, and/or a client orientation/reorientation onsite at any time as requested by the City.

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- QA2
QA2 is the scheduling and on-going medical management service of all medical examinations for applicants and employees for jobs with the City. This Quality Assurance includes exam reviews for medical exams, the further investigation of medical conditions identified during these exams (through the “RDQA” service—see EXAMQA), the preparation of letters to applicants or employees who are determined to require the submission of additional information for the job for which they applied, an analysis of Reasonable Accommodation for each individual Medically Disqualified, and the preparation of periodic (daily, when useful) production / performance / status reports. Our QA2 Program is how Occu-Med will accomplish most of the items requested in the City’s RFP EXHIBIT A Proposed Scope of Services.

The City will also be given access to our Customer Interface Portal “The Occu-Portal” this will allow appropriate staff to submit referrals, make updates to requests and check on the status of the Project for instance, number of completed evaluations, or number of “no shows”. Note: No Private Medical Information (PHI) will be shared on our customer portal. As a result of the Occu-Portal Occu-Med is able to report a flawless record in any breach of PPI or PHI for any of our medical referrals.

Schedule Medical Exams: Scheduling pre-placement, or periodic medical evaluations (such as those requested in the Scope of Services) through Occu-Med could not be easier. And the continuity of the entire process is enhanced via our internal management software OMIS. Applicants or employees Packet Page. 1206
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requiring medical exams who have been offered positions (conditionally upon passing a medical examination demonstrating the ability to perform the essential duties of the job safely) or who require periodic evaluation can be referred to Occu-Med by submitting a completed Exam Requisition Form or via the Occu-Portal, and/or email to [email protected], or by contacting the City’s dedicated Team Bailey phone number (1.877. OCCUMED x148). Occu-Med will immediately (within two (2) business hours from the time of request receipt) attempt to schedule the medical examinations for each of these applicants or employees at medical clinics in the general geographic areas of the applicant or employee. Occu-Med’s first option will always be to schedule the exams at the clinic most convenient for the employee and each of these clinics will have been previously evaluated and is prepared to perform timely and medically appropriate examinations (see page 11 for clinic information).

Additionally, since Occu-Med maintains a robust medical provider network throughout Riverside, San Bernardino, Orange and Los Angeles Counties we can typically offer an applicant or employee an exam at a clinic very close to their home or current job. And we understand that “last minute” or rush requests do arise and whenever possible we can typically accommodate such requests even on the same day of the appointment.

For all Occu-Med exams, the goal will be to have scheduled the exam by the next business day (or as directed by the City on the Exam Requisition Form), and submission of completed medical exams within 3-4 additional business days following the exam (or 1-2 business days for exams not requiring labs or a TB skin test). Occu-Med will immediately contact any clinic that fails to meet these performance goals to assure that the processing and placement of City applicants is achieved as efficiently as is possible.

Upon scheduling the medical evaluation the individual is provided in advance all the necessary paperwork in order to complete the process successfully. This includes a copy of Occu-Med’s POST & GINA compliant medical history forms (Exhibit 6) which are used in place of the local medical providers forms. We do this to ensure no inappropriate medical history questions are solicited as oftentimes, clinic specific forms lack compliance as they are used for various other types of medical Packet Page. 1207
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evaluations. Additionally, when applicable, we always include job specific forms and questionnaires ahead of time, for instance OSHA Respirator Questionnaire 1910.134, Appendix C. Copies of medical history and examination forms are pre-positioned at the clinic for ease of access for the provider and should the individual forget his or her copy. As a yet another quality control measure, based on the pre-agreed upon medical testing components and laboratory services Occu-Med provides each clinic with a pre-authorization form to reinforce the required components for that specific evaluation (see Exhibit 6). This coupled with Occu-Med’s pre-positioned laboratory requisition forms virtually eliminate the ability for a clinic to “wing-it” regarding which medical components will be performed.

Occu-Med utilizes its custom tracking software in order to assure that all required client “turnaround time” deliverable metrics are being met. This process allows us to customize the scheduling, appointment date and results date pursuant to client specific requirements. While every client is different, a topline sample view of these tracking tools is provided below (DOR=Date of Referral, DS=Date Scheduled, DOE= Date of Exam):

Additional Sample Reports are included as Exhibit 7.

EXAMQA: Occu-Med will review each examination performed for timeliness, accuracy of medical components performed, thoroughness of medical information provided, correctness in the

SCHEDULING TURN AROUND TIME AVERAGE
2 4
6 8
Bailey
Juno
Rambis
Tatum

0.45 0.82 0.5 0.48

1.88 4.62 5.32*

3.47 DOR to DOE
DOR to DS

NUMBER OF EXAMS SCHEDULED
55 110
165
220
275
Bailey
Juno
Rambis
Tatum
242
175 150 169
184
Average

SCHEDULING DOR TO DOE TAT
4-WEEK TREND
0 2
4 6
8 8/22/16 8/29/16 9/5/16 9/12/16

1.88 2.68 2.84

4.4 4.58 4.62

6.14 4.38

5.32 3.67

7.03 7.19

3.47 4.02

5.11 6.54
Bailey
Juno
Rambis
Tatum
EXAMS SCHEDULED 4-WEEK TREND
70 140
210
280
8/22/16 8/29/16 9/5/16 9/12/16
242
213
265
175 175
88 146
166
150
133 133
146
169
120 130 131
Bailey
Juno
Rambis
Tatum
*Expressed in days
Medical Exam Harvesting Metrics
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performance of medical testing, and completeness. This review will specifically include a focus on ensuring the examination components required by the City for the particular exam are completed.

For instance, were three (3) attempts made during the Pulmonary Function Test? If any problem is identified (such as the omission by the clinic of a required exam component), Medical Exam Intake Specialists on Team Bailey will fax or telephone the clinic immediately (within one hour of identifying any problem). Occu-Med has institutionalized within its Medical Provider Network a goal of two-three days for the submission of a complete and accurate medical exam for review by Occu-Med.

When the exam is deemed complete, it is forwarded for medical review by Team Bailey to OccuMed’s medical review staff. This review takes place by identifying any medical conditions or physical limitations present (as documented by the medical history and medical exam) and comparing those conditions with the physical demands of the job (as documented by the Job Profile, Job Analysis information or Job Description). Occu-Med will review and submit our recommendation to the City of all complete exams that are submitted before 4:00pm PT on the same day as received. Since it is Occu-Med that reviews each exam, regardless of the physician that performed the physical or the location the exam was performed the City can be confident each exam is reviewed with consistency in order to ensure compliance wit the relevant medical guidance.

When the Occu-Med recommendation is that an applicant or employee may only be placed with work restrictions or accommodations (that is, when the applicant is “Conditionally Qualified”—or “CQ”— under Occu-Med terminology), Occu-Med will prepare an Employment Agreement for the employee to sign agreeing to abide by the necessary restrictions. When appropriate, Occu-Med will also provide for the employee’s supervisor to sign the document acknowledging the agreement.

If the demands of the essential functions of the job are too great for the existing medical condition or physical limitation identified, Occu-Med will recommend further follow-up prior to rendering a final placement decision. Occu-Med’s recommendation will be communicated by email (or by telephone, facsimile, or other method directed by the City) to the designated City staff also on the same day that the exam is received. That communication is submitted in the form of a written report for each Packet Page. 1209
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exam. However, this communication is simply the notification of a delay, and does not contain any private medical information.

When the Occu-Med recommendation is that a decision be delayed until certain medical information can be further explored (that is, when the applicant is classified as “Recommendation Delayed for Qualification”—or “RDQ”—under Occu-Med terminology), Occu-Med will submit that report as well as an additional report when the requested additional information is received and Occu-Med is able to offer a conclusive placement recommendation. Since the law permits making “further medical inquiry” into medical conditions that could pose a direct threat of injury from the performance of the job’s essential duties, it is necessary to notify the applicant of the specific findings as well as the information that will be necessary to submit in order to be cleared for the job.

Since City staff may not have the time or the medical expertise to contact each of these applicants to describe in detail the medical findings and to answer their questions about the medical information needed for clearance to be approved, Occu-Med staff communicates directly with these applicants.

Further, there is also a growing fear by employers that they may be receiving medical information about job applicants from medical examinations in violation of state and federal laws relating to such information (specifically, when the medical condition being investigated more fully pursuant to an “RDQ” designation is found to be benign in relation to the job’s essential duties). For these reasons Occu-Med has developed—and will institute as part of this contract—a service designated as “RDQA.” Under RDQA Occu-Med corresponds directly with job applicants to discuss the medical findings, to answer any questions about the medical condition or the process being employed, and to describe any medical records or documentation required for clearance. Applicants will have 5 days to respond to Occu-Med and 10 days to provide further information (unless the City dictates the application of different time requirements). City staff will simply be notified that such a review has been initiated, and the City will be informed on a periodic basis (as directed) on the status of each RDQ. Then, when the requested information is submitted, Occu-Med will prepare the appropriate clearance report.

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Finally, for any medical examination that results in a Medical Disqualification (that is, where there is a finding that the applicant is determined to be unable to safely perform the essential duties of the job in question, with or without reasonable accommodation), Occu-Med will prepare a report for use by the City in notifying the applicant of this placement recommendation. This report will document the specific justification for the recommendation to disqualify and will also document the fact that OccuMed has guided City staff through a discussion of “reasonable accommodation,” as required by law.

Specific reasons why reasonable accommodation is not feasible will be included in the report. The City will send this report to the candidate directly. And the City is now prepared to perform (or continue to perform) “the interactive process.” A process Occu-Med encourages the City to allow us to assist with.

FIT-FOR-DUTY CLASSIFICATIONS ARE AS FOLLOWS:

Occu-Med commits to the submission of a recommendation and a written report for each exam submitted by 4 PM on the same day that the complete exam is received. Based upon the exam results, Occu-Med submits its recommendation report to the client:

1. Medically Qualified (“MQ”) - Applicant/Employee is an immediate safe placement.

2. Conditionally Qualified (“CQ”) - An applicant or employee may only be placed with work restrictions or accommodations and we prepare an Employment Agreement for the employee to sign agreeing to abide by the necessary restrictions;

3. Recommendation Delayed for Qualification (“RDQ”/”RDQA”) - When our recommendation is that a decision be delayed until certain medical information can be further explored. Under RDQA, Occu-Med communicates the further medical information needed directly to the applicant or employee, removing the client from the “middle-man” position whereby they were discussing matters often beyond their training. For both RDQ and RDQA, Occu-Med generates an additional report when the recommendation changes to either qualified or disqualified based upon the information submitted; this process is explained in detail on the previous page.

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4. Medically Disqualified (“DQ”) - A recommendation of DQ is only appropriate after the RDQ step has been completed due to the legal requirement of “individualized assessment” of any medical findings.

8. Fee Proposal
Please find Occu-Med’s fee proposal attached to the City’s completed Vendor Quote Form.

Our fees consist of the medical examination services ordered by the City but also includes all the following services:
• Scheduling of each medical exam
• Tracking each medical exam for applicant/employee attendance • Harvesting all medical exam results from the clinic
• Occu-Med Medical Network - Allowing for evaluations throughout the United States • Occu-Portal
• Review and evaluation of completed medical examinations with results sent to you on the same day that the exam is received
• Written reports for each review undertaken for each applicant • Employment Agreements for any employees placed with accommodations • Additional reviews for applicants with medical or physical conditions requiring further testing or submission of additional information
• RDQA services - Explanation (by telephone and by letter) to prospective employees of additional medical information necessary for job clearance • Submission of legally defensible hiring recommendations • Assistance with reasonable accommodation recommendations • Policy Assistance
• Consultation relative to pre-placement, and periodic medical evaluations • Assurance of excellent clinic performance issues, as needed • Periodic reports documenting the results of Occu-Med’s work • One-Stop Shopping for all services requested in the City’s RFP Packet Page. 1212
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• Clinic Invoice Accuracy Review (described below).

Medical Examination Billing
Occu-Med began its clinic invoice review service in 2006 as part of its service to ITT, a company charged with deploying employees to Iraq, Kuwait, Qatar and Afghanistan for various major federal projects in that region. We have evaluated more than 4,000 clinic invoices for pre-placement exams over this span of time and have been absolutely appalled at our findings: a) more than 92% of these clinic invoices were initially submitted with inaccuracies (wrong charges for tests not performed, charges for unnecessary testing performed, duplicate billings); and b) much worse is the fact that nearly all of the incorrect invoices were inaccurate in favor of the clinic. Occu-Med is able to bill the City with either line-item prices or pursuant to one flat pre-agreed upon rate.

Occu-Med requires the submission of an accurate invoice for payment—at which point we immediately submit payment to the clinic. Clients have informed us that this “bill review” service alone has literally saved days of staff time. Another client, upon learning of this billing trend, audited the previous year’s invoices and was able to obtain a refund of more than $3,000 for exams performed. Each of Occu-Med’s invoices will include the applicant’s name, a description of the services provided, contract number and Occu-Med’s Federal Tax ID.

What does this mean for the City? Instead of receiving hundreds or potentially thousands of invoices each year from each clinic the City will only receive one clear-straightforward invoice from OccuMed for only the services authorized (sample next page).

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9. Insurance
Please find the complete Vendor Acknowledgement of Insurance Requirements Form.

10. Litigation
Occu-Med has not beed involved in any litigation in the past five (5) years.

Invoice No.0413111
Invoice Date: 6/5/17
SERVICES PROVIDED (Completed Activity Through 5/31/17)
Name Date of Service Physical Blood CKHP Urinalysis Audiology Spirometry Resting EKG Vision Immunization and infectious 26+$ screening
TB Testing +HSatitiV
7itHU
Treadmill PSA CXR +HaYy 0Htal )lX 5 Panel
Drug Screen
Invoiced
Amount
Smith, Joe 12/01/2017 xx x x x xx x x x x xx x x $ -
Kelly, Ronald 1/07/2017 xx x x x xx x x x x x x $ -
TOTAL DUE BY 7/05/17 $ -
For questions please contact:

Ruth Santos
(559) 435-2800 x 117
Please remit payment to: Occu-Med, Ltd.

Federal Tax ID# 52-2333519
2121 W. Bullard Ave.

Fresno, CA 93711

STATEMENT FOR SERVICES
RENDERED FOR:
$ttn
City of Plano
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11. Other Information
- Periodic Reports
As requested by the City Occu-Med is able to
provide weekly Reports documenting the current
status of all applicants/employees in process as well as previously submitted results. Our reports are generated from our internal database and can be customized to
meet any request. (Sample right.)
Occu-Med also performs DOT medical review
services for dozens of its municipal and private
sector clients. Our clinic’s Medical Director,
Dr. Lee, is a FMCSA certified examiner.
- Electronic Medical Records
Occu-Med retains all medical records electronically (in .pdf format), in accordance with HIPAA and OSHA regulations. Additionally, all electronic records are stored within Occu-Med’s database accompanied by all relevant examination and evaluation data. This information is available at the request of the client within 1-business day. Real time access to current exams in process, and results can also be accessed via our online customer login, OccuPortal.

Occu-VAX
POST and other Occupational Health Publications contain recommendations for vaccination compliance for specific job classifications. Occu-VAX is the scheduling and coordination, immunization record management and the on-going management of all immunizations for applicants Packet Page. 1215
The City of San Bernardino RFP# F-26-1054 – Occu-Med QA2 Occupational Health Program
5/21/26
31 Occu-Med
and employees for jobs. This service includes an individualized evaluation of each applicant / employee to assess the appropriateness and necessity for administering the immunization treatments outlined in the specific Occu-VAX Profile prior to and, when appropriate, during employment.

Scheduling and Coordination: Upon completion of the medical evaluation or concurrently by requirement or request from a designated City employee, Occu-Med will promptly contact applicants / employees to: a) assess the appropriateness and necessity for receiving immunization treatments, and b) schedule and coordinate the administration of those immunizations deemed appropriate and necessary prior to and during employment.

Immunization Record Management: Applicants and employees will be given an immunization record (documentation of immunization history) upon completion of: a) initial administration of immunizations; or b) an assessment of each individual’s vaccination history concluding that no immunizations are necessary. Immunization records for all applicants and employees evaluated will be maintained electronically by Occu-Med. In the event an applicant or employee declines an immunization Occu-Med will obtain the appropriate declination from the individual.

On-Going Immunization Management: All immunizations recommended will be managed by OccuMed. This service includes tracking to assure compliance with the CDC and Cal-OSHA, in addition to other applicable guidelines; notification of employees and designated supervisory personnel of all periodic follow-ups associated with immunizations; and, upon request, preparation and provision of customized tracking reports documenting any aspect of the immunization treatment program and/or obtaining signed declination forms documenting the individual’s electing not to obtain the immunization[s].

Occu-VAX is a dynamic service that any employer can access, from including a Hepatitis B Titer as part of a pre-placement medical evaluation so that Hepatitis B immunity can be immediately documented, or providing on-site flu immunizations during the flu season.

Packet Page. 1216
The City of San Bernardino RFP# F-26-1054 – Occu-Med QA2 Occupational Health Program
5/21/26
32 Occu-Med

12. Certification of Proposal
Thank you for this opportunity to respond to The City of San Bernardino’s RFP. We hope you find our response clear and of value to you. We look forward to hearing from you regarding the City’s decision and we hope to begin a business relationship. The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFP), and to be bound by the terms and conditions of the RFP.

13. Appendices
Enclosed.

Proposal respectfully submitted by:

Christopher St. George
Business Development Director

Packet Page. 1217

PROPOSAL CHECKLIST
(as detailed in Chapter II. Request for Proposals, Section E. of the RFP) # REQUIRED DOCUMENT INCLUDED IN

BID PACKAGE
1 Required - Proposal
Technical Proposal
• Executive Summary (E.1)
• Table of Contents (E.2)
• Identification of Proposer (E.3)
• Staffing Resources (e.g., Assigned Personnel experience) (E.4) • Experience and Technical Competence (E.6)
• Proposed Method to Accomplish the Work (E.7)
• Litigation History (if any) (E.10)
• Other Information (pertinent to proposal) (E.11)
➢ Completion of other similar projects;
➢ Community involvement (if any);
➢ Prior projects, agreements, involvement with the City (if any); ➢ No Conflict-of-Interest statement.
• Certification of Proposal (E.12)
➢ “The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFP), and to be bound by the terms and conditions of the RFP.”
• Appendices (E.13)
• Statement of “No Deviations from RFP” (F.)
➢ If proposer does not take any exceptions or deviations from the terms and conditions indicated in the agreement, then the proposer must indicate this information by making a statement within the proposal documents.

Fiscal Stability (E.5)
• Current report from any Commercial Credit Rating Service (e.g. Dunn & Bradstreet); or
• Line of credit; and
• Financial Statement.
☐
2 Required - Fee Proposal (E.8) ☐
3 Required - Certificate of Insurance (E.9) ☐
4 Required - Vendor Quote Form ☐
5 Required - Acknowledgement of Insurance Requirements ☐ 6 Required - Applicable Licenses ☐
7 Optional - DBE Form ☐
Submittal Instructions: Electronic PDF file format via Planetbids on the date and time stated in the RFP.

Please allow time for system to process your proposal. The City shall not be responsible for proposals that are not received on time. The City will not be responsible for and will not accept late bids due to slow internet connection, or incomplete transmissions.

X
X
X
X
X
X
X
Packet Page. 1218

VENDOR QUOTE FORM
VENDOR NAME: PHONE:

ADDRESS:

The undersigned, hereby declare that they have carefully examined the location of the proposed work, familiarized themselves with the local conditions affecting the cost of the work, and have read and examined the terms and conditions for the following Project:

RFP F-26-1054

PRE-EMPLOYMENT MEDICAL SCREENING SERVICES
The undersigned, hereby propose to furnish all labor, materials, equipment, tools, transportation, and services, and to discharge all duties and obligations necessary and required to perform and complete the Project in strict accordance with the Vendor Price Quote for the ELECTRONICALLY SUBMITTED TOTAL VENDOR QUOTE PRICE.

ITEM NO. DESCRIPTION QUANTITY UNIT COST TOTAL AMOUNT

TOTAL VENDOR QUOTE
Total Number of Additional Pages:

Should the proposer be requested to perform additional finance related services, please list the proposed positions and hourly rate:

PERSONNEL SPECIFY TITLE & POSITION ASSIGNED HOURLY RATE Staff Manager (or similar)
Staff Associate (or similar)
I hereby declare under penalty of perjury that the foregoing is true and correct.

SUBMITTED BY: TITLE: ____
(Authorized Representative Signature)
PRINT NAME: CONTRACTOR LICENSE NO: __ __
(If Applicable)
CLASSIFICATION: DIR REGISTRATION NO: __ _
Occu-Med Ltd. 559.435.2800 x207
2121 West Bullard Ave. Fresno, CA 93711
See attached
1 BD Director
Chris St. George
Packet Page. 1219
City of San Bernardino - Fee Schedule - May 21, 2026
Exam Component California
Network COMP LabCorp
Riverside
Cardiology
Associates
Altaf Ali,
MD
General Physical Examination $ 155.25 $141.75
Physical Exam (POST) $ 155.25 $141.75
Audiogram $ 65.00 $ 49.00
Audiogram with OSHA Sound Booth $ 67.50 $ 49.00
PPD (TB) Test $ 58.50 $ 63.00
Pulmonary Function Test $ 56.00 $ 65.80
Chest X-Ray (PA) $ 108.00 $ 91.00
Chest X-Ray (PA and LAT) $ 129.60 $112.00
Chest X-Ray (PA) with B-Read Overread $ 252.00 N/A
Resting EKG $ 93.60 $ 58.80
Treadmill Stress Test $ 396.09 N/A $ 175.00 $337.50
DOT Exam $ 148.50 $153.90
Vision (standalone): Hardy-Rand-Rittler (HRR) Color $ 75.40 $ 53.20 Vision (standalone): Ishihara Color $ 65.00 $ 39.20
OSHA Respirator Fit Test – Qualitative $ 98.00 $ 70.00
OSHA Respirator Fit Test - Quantitative $ 155.25 N/A
Laboratory Testing
Venipuncture (Blood Draw) $ 41.80 $ 54.00 $ 18.00
Blood Glucose $ 35.00 $ 35.00 $ 35.00
Complete Blood Count $ 40.00 $ 40.00 $ 40.00
Chemistry Panel $ 45.00 $ 45.00 $ 45.00
Lipid Panel $ 40.00 $ 40.00 $ 40.00
Liver Function Test $ 30.00 $ 30.00 $ 30.00
Abo/Rh Blood Typing $ 36.00 $ 36.00 $ 36.00
Hepatitis A Titer $ 42.00 $ 42.00 $ 42.00
Hepatitis B Core Antibody, HBcAB $ 35.00 $ 35.00 $ 35.00 Hepatitis B Surface Antibody $ 35.00 $ 35.00 $ 35.00
Hepatitis C Antibody $ 38.00 $ 38.00 $ 38.00
Hepatitis B & C Panel $ 93.00 $ 93.00 $ 93.00
MMR Titer $ 58.00 $ 58.00 $ 58.00
Varicella Titer $ 36.00 $ 36.00 $ 36.00
Rubella Antibody Screen $ 35.00 $ 35.00 $ 35.00
Rubeola Antibody Screen $ 36.00 $ 36.00 $ 36.00
Blood Lead $ 43.00 $ 43.00 $ 43.00
QuantiFERON $ 113.40 $113.40 $113.40
Drug Screen Collection $ 48.10 $ 40.50 $ 20.00
4-Panel Drug Screen $ 41.00 $ 41.00 $ 41.00
DOT Drug Screen $ 41.00 $ 41.00 $ 41.00
Urinalysis Gross & Microscopic $ 15.00 $ 15.00 $ 15.00
Instant Drug Screen – 11 panel $ 94.15 $110.60 $ 70.00
Breath Alcohol Testing (E.B.T./B.A.T.) $ 70.00 $101.25 $ 61.57 Marijuana (THC) Oral Fluid Drug Screen $ 75.00 $ 97.65 $ 75.00 Vaccinations (Occu-Med Network)
Twinrix $ 205.79 $205.79
Hepatitis A Vaccine $ 134.39 $134.39
Hepatitis B Vaccine $ 125.99 $125.99
Influenza Vaccine $ 50.40 $ 50.40
Varicella Vaccine $ 265.90 $265.90
MMR Vaccine $ 145.60 $145.60
TDAP $ 189.00 $189.00
Occu-VAX Management Fee
(charged only once per year when vaccination services are used) $ 45.00 $ 45.00
Review Fees:

OSHA Respirator Questionnaire
Admin/Review $ 40.00 $ 40.00
Scheduling Fee
(charged once per exam) $ 40.00 $ 40.00
Review Fee
(charged once per exam) $ 60.00 $ 60.00
Packet Page. 1220

2. Occupational/environmental health exams and evaluations (e.g., respiratory, hearing etc.).

1. Physiological measurements required of non- sedentary job applicants that include, but may not be limited to blood pressure, pulse, respiration, temperature, height, weight, visual acuity (corrected and/or uncorrected), color vision, hearing and urinalysis.

2. Such job-specific examinations of candidates and employees are to be based on the City’s position- specific examination protocols.
a) Such screenings and examinations may include, but may not be limited to providing:
i. Chest x-ray;
ii. Electrocardiogram (EKG);
iii. Musculoskeletal screening with emphasis on back and knees for all applicants for jobs requiring heavy work;
iv. Tuberculosis screening for applicants in specific job classifications; v. Proof from applicants of immunity to measles, rubella, rubeola, varicella, hepatitis B, and tetanus for specific job classifications that require such proof.

Applicants without such proof may be tested and/or immunized by the medical provider or by medical provider of their choice at their own expense; vi. Examinations of Safety personnel per City protocol, following Peace Officers Standards and Training (P.O.S.T.) guidelines;
vii. Bloodwork for testing glucose, lead, or other applicable blood component levels required;
viii. Hearing and vision testing; and
ix. Respiratory Clearance (Pulmonary Function Test/Spirometry):
a. To help ensure your employees are physically able to work safely with a respirator, we offer respirator clearance medical examinations. As required by the Occupational Safety and Health Administration (OSHA), clearance takes place before fit testing or training for respirator use. The assessment includes:
i. Physician or registered nurse review of respirator questionnaire ii. Focused occupational and medical history
iii. N-95 fit testing
iv. Focused physical examination
v. Spirometry
vi. Physician interpretation and written clearance
b. Examinations comply with regulatory agencies (federal, state, and local), accreditation agencies, and the Center for Disease Control and Prevention (CDC)/National Institute for Occupational Safety and Health (NIOSH) guidelines. If the physician identifies potential risk factors for the employee in the respirator questionnaire, the patient history or examination, other tests, such as exercise stress testing, may be Packet Page. 1221

required before clearance. Supplementary tests can often be performed by us, at an additional cost and
b) Contractor must:
i. Inform City of any irregular or otherwise pertinent test results that require additional testing or services prior to conducting additional testing/services; ii. Notify the Applicant/Employee of any recommendation for follow-up with the individual's personal physician. Ensure that such notification to Applicant/Employee states that such follow-up may be the financial responsibility of the Applicant/Employee;
iii. Obtain prior City approval for all referrals for additional examinations or testing other than what is stated in examination protocol for the job classification.

3. Prepare and submit a written summary of medical exam/test results to the City in complete, accurate and understandable style, no later than forty-eight (48) hours after an exam or P.O.S.T. exam. All results, including drug and alcohol results, must be included in this summary. Inform City departmental contact by email within forty-eight (48) hours with complete medical screening results. Provider shall advise City Departmental Contact of any delays. If exam is inconclusive and additional time is required, Provider shall contact the City Departmental contact within the forty-eight (48) hour time period to provide status report.

Examination Results:

Contractor must prepare and submit a written summary of medical examination/test results to City representative that is complete, accurate and understandable on medical clearance forms no later than three business days after the conclusion of the examination:
a) Format and content of reports/clearance forms must be approved by the City. All outcomes must be included in this summary.
b) Contractor must notify the City representative by telephone within three business days of completing medical examinations and tests. Provider must also transmit such results in written format via a City-approved method, such as facsimile or email. c) The documentation sent to the City representative must also be copied to the City representative and sent as a batch with the monthly invoices. Any clearances with restrictions must be sent by the provider promptly to the City’s Risk Manager. d) If an examination is inconclusive or if there are delays and additional time is required, medical provider must contact the City’s representative within three business days with a status report.

4. Initiate and/or update and maintain medical/health records on all employees and applicants for whom Contractor provides services. Initiate health records on all City job applicants including, but not limited to the following: health questionnaire, results of all tests, proofs of immunity, examinations, physician Packet Page. 1222

consultations, and progress notes with rationale for any additional tests or reports outside of the scope of usual examination. These records and all related materials shall remain the property of the City.

5. Maintain and store all medical records for the term of the contract at no additional cost and in a secure and confidential manner. Should the Agreement be cancelled or expire, these records are the property of the City and shall be made available to the City within two (2) weeks of cancellation or expiration, at no charge to the City.

6. Physical exams must be able to occur within two (2) working days of being requested to do so by the City. Applicants/Employees should wait no longer than thirty (30) minutes from the time of actual appointment, before services are begun.

7. Contractor shall maintain examination centers located within San Bernardino or San Bernardino County and convenient to the City. The City will consider proposals whose facilities are not in close proximity to the City. The Contractor shall provide services during normal business hours Monday-Friday, City holidays excluded. Location of services shall be handicapped-accessible and shall conform to all applicable federal, state, and local safety disability laws.

A. Contractor must provide:
i. California-licensed examining physicians, clinicians and professionals who are experienced in occupational medicine and familiar with state and federal laws. Providers must indicate in their proposal which, if any, physicians and/or support staff are located at a location different from the examining facility;
ii. All appropriate support staff, such as licensed nurses, medical technicians, and administrative staff;
iii. Necessary facilities, equipment, supplies and materials.

Bidders must acknowledge all requirements of previous section, including all categories and sub-points.

Please Sign and Acknowledge Here: __________________________________________ _________________________________________________________________________ (Acknowledged)
Packet Page. 1223

ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS
VENDOR NAME: PHONE:

ADDRESS:

The Proposer shall demonstrate the willingness and ability to provide the required insurance coverage as set forth in the City requirements within ten (10) calendar days of notification of selection for contract award. The insurance requirements are detailed below:

RFP F-26-1054

PRE-EMPLOYMENT MEDICAL SCREENING SERVICES

MINIMUM INSURANCE REQUIREMENTS

COVERAGE TYPE MINIMUM POLICY LIMITS
Commercial General Liability $2,000,000 per occurrence/$4,000,000 aggregate for bodily injury, personal injury,
and property damage
Automobile Liability $1,000,000 per occurrence for bodily injury and property damage
Employer’s Liability $1,000,000 per occurrence
Professional Liability $1,000,000 per claim and aggregate (errors and omissions)
Cyber Liability (IF APPLICABLE) $1,000,000 per occurrence and aggregate By signing below, the Proposer acknowledges that they have reviewed the City’s insurance requirements and confirm their ability to meet these requirements within the specified timeframe.

SUBMITTED BY: DATE: ___________________
(Authorized Representative Signature)
PRINT NAME: TITLE: ___________________
Occu-Med Ltd. 559.45.2800 x207
2121 West Bullard Ave. Fresno, CA 93711
Chris St. George
5-19-26
BD Director
Packet Page. 1224

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
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or 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).

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 WVDADDL
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

AUTOS ONLY AUTOS NON-OWNED OWNED SCHEDULED

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 EMPLOYEEE.L. EACH ACCIDENT EROTH- STATUTE PER
(MM/DD/YYYY) LIMITS POLICY EXP(MM/DD/YYYY) POLICY EFFLTR TYPE OF INSURANCE POLICY NUMBER 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
5/19/2026
Arthur J. Gallagher Risk Management Services, LLC
45 E River Park Place W Ste 605
Fresno CA 93720
Morgan Schneider 559-436-0833 559-256-6590 [email protected] License#: 0D69293 Employers Compensation Insurance Company 11512 OCCULTD-01 Citizens Insurance Company of America 31534 Occu-Med, Ltd.
2121 W Bullard Ave
Fresno CA 93711
Allmerica Financial Benefit Insurance Co 41840 Columbia Casualty Company 31127 Harco National Insurance Company 26433 Syndicate 2633/623 at Lloyd's 1674874074 B X 2,000,000 X 300,000 5,000 2,000,000 4,000,000 X
OBF9262847-18 8/13/2025 8/13/2026
4,000,000
C
1,000,000 X
X X
AWF-J606301-04 1/17/2026 6/6/2026
B X X
OBF9262847-18 8/13/2025 8/13/2026
4,000,000 4,000,000
A X
Y
EIG600967500 6/6/2025 6/6/2026
1,000,000 1,000,000 1,000,000
D
E
F
Errors & Omissions
Employment Practices Liability
Cyber Liability
652456438
PML0003330 01
D31D06260501
8/22/2025
9/13/2025
3/19/2026
6/6/2026
6/6/2026
6/6/2027
Claim/Aggregate
Aggregate
Claim/Aggregate
$5,000,000
$1,000,000
$5,000,000
City of San Bernardino
290 North D Street
San Bernardino CA 92401 Packet Page. 1225
Packet Page. 1226
Lt Col (Ret) JOSEPH G. KELLY, Doctor of Nursing Practice 2783 Segrest Rd, Pace, FL 32571
(813)716-8404
[email protected]

QUALIFICATIONS: I have over 31 years of nursing experience in all aspects of the continuum of Mental Health care. This experience ranges from civilian inpatient psychiatry, serving in combat zones and currently working as Senior Nurse Practitioner consultant at Occu-Med and working in a maximum-security prison inpatient program.

PROFESSIONAL EXPERIENCE:

November 2023-present Senior Nurse Practitioner consultant and advisor, Occu-Med Advisor and primary provider for the redeployment program at Occu-Med. Consults with a dynamic team of specialists to ensure medical and mental health documentation is captured and reported according to guidance and policy.

June 2023-present Inpatient DNP Provider, Santa Rosa Correctional Institution Works in collaboration with medical and mental health assets to provide the full continuum of care to inmates Incarcerated suffering with a wide range of mental health/medical disturbances.

June 2019-June 2023 Assistant Clinical Professor/Phase II Site Director, USUHS Oversees P-MHNP DNP clinical program at Travis AFB, Senior Chair for Evidence Based Projects, member of Evidence Based Review Panel, coordinates eIRB submissions, behavioral chair for Clinical Investigation Facility, Medical Director of Psychiatric Nurse Transition Program and coprofessor of two DNP classes Aug 2017-June 2019 Allied Health Professional, 11th Medical Squadron, JB Anacostia Bolling Providing P-MHNP activities, sole medication provider for high interest level patients.

Aug 2017-May 2019 DNP Student, University of Florida
Apr 2014-Aug 2017 Flight Commander, Mental Health 579MDG, JB Anacostia Bolling Deputy Squadron Commander of 55+ Airmen, Sole Mental Health medication provider in Medical Group, Alternate Air Force/Surgeon General P-MHNP Consultant for 45 P-MHNP’s , Air Force District Washington BH Consultant, Medical Group Wing Investigation Team Chief, Suicide Prevention Program Manager, NCR Multi-Service Market Process Improvement Member, Alternate White House Psychologist
Oct 2010-Apr 2014 Deputy Chief of Clinical Operations, USCENTCOM, MacDill AFB Sole Behavioral Health Action Officer for USCENTCOM Surgeon and USCENTCOM Area of Operations, Deputy Chief of Clinical Operations, Co-Author of MOD 12: USCENTCOM PreDeployment Standards, Medical Waiver Officer, Mental Health PA/Congressional Inquiry Responder Dec 2007-Oct 2010 P-MHNP, 3RD MDG, Elmendorf AFB
Primary Medication Provider for 160K population, Alcohol and Drug Abuse Program Medical Director, Outreach Manager
Aug 2006-Dec: 2007 MSN Student, University of Florida
EXHIBIT 1
Packet Page. 1227
Jul 2003-Aug 2006 Psychiatric Nurse, Sheppard AFB, 82d MDG Staff Nurse: Internal Medicine and Life Skills, Alt MDG Infection Control Officer, Manager High Risk Program
May 1994-May 2003 Psychiatric Nurse, River Oaks Psychiatric Hospital, River Ridge, LA Acting Director of Nursing for 225 bed and 227 nursing staff, Nurse Manager of Child and Adolescent Program, Evening Supervisor, Staff Nurse, Assistant Director of Nursing FORMAL EDUCATION:

May 2019 DNP University of Florida
December 2007 MSN University of Florida
January 2003 BSN University of Phoenix
December 1993 ADN Mount Aloysius College
DEPLOYMENT EXPERIENCE:

Nov 2012-Dec 2012: 45 days in Afghanistan. Lead in Afghanistan South and Southwest Infection Control Team. Visited 15 bases/FOBs/COPs. Inspected infection control standards in surgery and patient care wards. Co-authored US Central Command Regulation on Infection Control January 2009-Aug 2009: Orgun-E, East Patika AFG. Primary Mental Health (MH) provider in Area of Operations. 14K km battle space, 10 FOBS, 4 Battalions and 3.5K soldier Area of Responsibility.

Sept 2005-Feb 2006: Balad, Iraq. Chief of Mental Health in Contingency Air Staging Facility.

Provided expertise for all MH evacuations, worked in Balad ATF to see individual patients. Traveled to screen re-deployers.

Sept 2004-Feb 2005: Guantanamo Bay Cuba: Division Officer, Delta Block.

CURRENT NATIONAL CERTIFICATION: Board certified by ANCC as an Adult Psychiatric Mental Health Nurse Practitioner since 2008. Certification expires July 31, 2028 CURRENT MEMBERSHIP/PARTICIPATION IN PROFESSIONAL ORGANIZATIONS:

American Nurses Association
Sigma Theta Tau International Nursing Honor Society
National League of Nurses
OTHER INFORMATION:

Awards won: United States Air Force Medical Services Nurse Practitioner of the Year 2009, Pacific Air Command Air Force Mental Health Nurse of the year 2008/2009 Medals earned: Defense Meritorious Service, Meritorious Service Medal X 3, Joint Service Commendation Medal, Iraqi Campaign Medal, Air Force Commendation Medal, Afghanistan Campaign Medal x 2 Packet Page. 1228
TRACY JOON LEE MD, MPH, MS
[email protected] § (478) 207-0235 § 2609 Way Lane, Corona del Mar, CA 92625

EDUCATION
- American Board of Preventive Medicine Occupational Medicine Board Certification, Jan 2020 - Occupational Medicine Chief Resident (PGY3), University of CA, Irvine, July 2018 – Jun 2019 - Occupational Medicine Resident (PGY2), University of CA, Irvine, July 2017 – Jul 2018 - MS (Master of Science, Environmental Health Sciences - Toxicology), University of CA, Irvine, Sep 2017 – Mar 2019 - MPH, Medical College of Wisconsin, Milwaukee, WI, Sep 2014 – Aug 2016 - MD, Medical College of Georgia, Augusta, GA, July 2005 – May 2009 - Internal Medicine Internship, Naval Medical Center Portsmouth, VA, Jul 2009 – Jun 2010 - BS (Highest/ Faculty Honors), Georgia Institute of Technology, Atlanta, GA, Aug 2002 – Jun 2005

PROFESSIONAL EXPERIENCE
- Medical Director, Akeso Occupational Health, Irvine, CA, Jan 2020– current • Staff physician providing comprehensive clinical occupational health care services to clients throughout Orange County, CA.
- Part-time Staff Physician, School of Medicine, University of California, Irvine, Dec 2020 – current • Center for Occupational and Environmental Health Clinic and occupational medicine residency program parttime staff physician. - Physician, WorkCare, Inc., Anaheim, CA, Oct 2019 – current • Incident Intervention Department physician providing occupational medicine consultation services to clients throughout the U.S.
- Per diem physician, Concentra Medical Group (formerly US HealthWorks), CA, Feb 2014 – Jun 2022 • Staff physician providing comprehensive clinical occupational health care services to clients and urgent care services throughout CA.
- Physician, Naval Medical Center San Diego Occupational Health Unit, Jul 2015 – Jul 2017 • Full time licensed civilian physician responsible for the occupational health of 58,000 military and civilian personnel and 260 Navy and Marine Corps commands in the San Diego area. - U.S. Navy Medical Officer (Physician), Lieutenant Commander, US Navy Selected Reservist, Deployment Processing Command – Reserve Support Unit – East (DPC-RSU-E), Jul 2014 – Jul 2017 • Physician coordinating a medical team of officers and corpsman to provide medical care such as deployment processing for military personnel. Also served as assistant officer in charge Oct 2015- Dec 2016. - U.S. Navy Medical Officer (Physician), Jul 2010-Jul 2014 West CSF DET (Center for Security Forces Detachment) North Island, SERE (Survival, Evasion, Resistance, Escape) Medical Department Head, San Diego, CA, Jul 2012 – Jul 2014
• Medical department head for MWSS (Marine Wing Support Squadron) 371 in Yuma, AZ (2010-2012), which included a 7-month deployment to Afghanistan as part of Operation Enduring Freedom (OEF). Also served as medical department head at the SERE (Survival, Evasion, Resistance, Escape) School (2012-2014) overseeing a medical staff and students during 20 high-risk survival training evolutions per year at Naval Air Station North Island, San Diego, CA and Remote Training Site Warner Springs, CA.

Packet Page. 1229
TRACY JOON LEE MD, MPH, MS
[email protected] § (478) 207-0235 § 2609 Way Lane, Corona del Mar, CA 92625

ADDITIONAL TRAINING AND CERTIFICATIONS
- TeamSTEPPS Instructor, UCI Medical Center, Apr-Jun 2019 - Lean Six Sigma, Yellow Belt Certification, Sep 2017
- Radiation Health Indoctrination (RHI) Certification, Naval Undersea Medical Institute, Jun 2015 - Medical Review Officer, Medical Review Officer Certification Council (MROCC), May 2014 - Department of Transportation (DOT) National Registry of Certified Medical Examiners (NRCME) Certification, Apr 2014
- Helms Medical Institute for Medical Acupuncture Certification, Tempe, AZ, Dec 2012 – May 2013 - SERE (Survival, Evasion, Resistance, Escape) Level “C” Code of Conduct Graduate, San Diego, CA, May 2012 - Fleet Marine Force Qualified Officer (FMFQO), Camp Leatherneck, Afghanistan, Feb 2012 - Field Medical Service Officer (FMSO) Course, Camp Pendleton CA, Jul 2010 - Combat Casualty Care Course, The Defense Medical Readiness Training Institute, Fort Sam Houston, TX, Sep 2009

AWARDS AND HONORS
- American Occupational Health Conference (AOHC) Research Abstract Presenter, Apr 2019 - American College of Occupational and Environmental Medicine (ACOEM) Public Safety Medicine Section Scholarship, Mar 2019
- Western Occupational and Environmental Medical Association (WOEMA) Resident Scholarship, Jul 2018 - Chief Resident, Occupational Medicine Residency Program, University of CA, Irvine, Jul 2018-current - Western Occupational and Environmental Medical Association (WOEMA) Resident Scholarship, Jul 2017 - Navy and Marine Corps Commendation Medal (Gold Star in lieu of the second award), Jun 2014 - Henry M. Jackson Foundation for the Advancement of Military Medicine Scholarship, Nov 2012 - North Atlantic Treaty Organization (NATO) International Security Assistance Force Medal, Apr 2012 - Afghanistan Campaign Medal, Apr 2012
- Navy and Marine Corps Commendation Medal, Mar 2012
VOLUNTEER AND EXTRACURRICULAR ACTIVITIES
- Western Occupational and Environmental Medical Association (WOEMA) Educational Committee Member, Aug 2017 – Jul 2019
- Orange County Medical Association, Jul 2017 – 2019
- Aria Homeowner’s Association Social Committee Chair, Jul 2014 – Sep 2016 - Morale Enhancement Committee Officer, CSF DET North Island, Jul 2013 – Jul 2014 - United Service Organization (USO) Volunteer, Oct 2012 – Jul 2014 - Naval Medical Center Internal Medicine Intern Class Vice-president, Aug 2009 – Jun 2010 Additional work experience, references, training, and awards available upon request.

Packet Page. 1230
Packet Page. 1231
Packet Page. 1232
Packet Page. 1233
Packet Page. 1234
5292 N Palm Ave
Fresno CA 93704
Date 04/29/2025
Andrew Johnson
President
Occu-Med, LTD
2121 W. Bullard
Fresno, CA 93711
To Whom it May Concern:

As of April 29, 2025, there have been no adverse actions taken regarding Occu-med, LTD line of credit and/or its accounts.

Occu-med, LTD has been a commercial client of Bank of America for 18 years. See below for Account Balances and Credit availability with Bank of America.
• $750,000 Line of Credit with Bank of America with $750,000 in availability as of 4/25/2025 Please reach out if you have further questions.

Complimentary close,
Raul Samora
Vice President, SR Relationship Manager
Business Banking
–––
RJ.am
cc:

EXHIBIT 2
Packet Page. 1235
Packet Page. 1236
2121 West Bullard Avenue, Fresno, California 93711 ½ 559.435.2800 ½ Fax: 559.435.7200 ½ www.occu-med.com May 21, 2026
City of San Bernardino
Re: Occu-Med’s 2025 Financial Statements
Lynn Schmidt:

Please find enclosed Occu-Med’s 2025 Profit & Loss Statement and Balance Sheet.

These financial statements were prepared by me, Sherri Conley, on an accrual basis and in accordance with Generally Accepted Accounting Principes (GAAP).

Thanks,
Sherri Conley, Controller
Occu-Med
2121 West Bullard Avenue
Fresno, CA 93711
P: (559) 435-2800 ext. 120
E: [email protected]
Enclosed: 2025 Profit & Loss Statement and 2025 Balance Sheet for Occu-Med James A. Johnson
President & CEO
Packet Page. 1237
Occu-Med, Ltd. 10:26 AM
Profit & Loss 05/08/2026
January through December 2025 Accrual Basis
Jan - Dec 25
Income 16,751,254.13
Expense
Company Match 401(k) 131,955.16
Consultants 155,907.50
Depreciation and amortization 121,021.00
Employee Benefits 453,232.12
Exam Expenses 7,418,938.40
Insurance 105,622.60
Interest 265.32
Marketing 32,289.64
Meetings and Conferences 84,526.31
Office Expenses 43,288.94
Other Operational Expenses 158,416.53
Postage and Printing 82,456.92
Professional Fees 26,444.95
Rent 284,817.98
Repairs and Maintenance 32,170.77
Salaries - Officers 586848.55
Salaries and Wages 5,211,469.10
Software Costs 200,954.77
Taxes and Licenses 591,181.08
Telephone 86,423.78
Travel and Entertainment 181,929.98
Utilities 55,939.49
Total Expenses 16,046,100.89
Interest income 14,102.94
Gain (Loss) on sale of asset 22,600.00
Net Income 741,856.18
Packet Page. 1238
Occu-Med, Ltd. 11:26 AM
Balance Sheet 05/08/2026
As of December 31, 2025 Accrual Basis
Dec 31, 25
Current Assets
Cash 623,084.33
Accounts Receiveable 4,590,302.60
Other Current Assets 14,000.00
Total Current Assets 5,227,386.93
Property and Equipment
Automotive equipment 800,229.51
Furniture and Fixtures 860,033.91
Office Equipment 873038.34
Leasehold improvements 548,666.53
Accumulated Depreciation -2,506,806.46
Property and Equipment, Net 575,161.83
TOTAL ASSETS 5,802,548.76
Current Liabilities
Accounts Payable 1,749,164.07
Fed Unemployment Tax Payable 6,182.17
Current Portion of LT Debt 6,700.37
Total Current Liabilities 1,762,046.61
Long Term Debt
Installment Notes Payable 6,700.37
2800 · (Less) Current Portion -6,700.37
Total Long Term Liabilities 0.00
Equity
3010 · Common Stock 1,500.00
3200 · Retained Earnings 3,297,145.97
Net Income 741,856.18
Total Equity 4,040,502.15
TOTAL LIABILITIES & EQUITY 5,802,548.76
Packet Page. 1239

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Occu-Med
Marquie Lugo
200 North Cherry Ave, Ontario, CA 91764
The City of Ontario
909.395.2191



[email protected]
Current
The City of Oxnard
300 West Third St, Oxnard, CA 93030
Ricci Conrad 805.385.7488
[email protected]
Current
The City of Covina
125 E. College Street, Covina, CA 91723
626.384.5554
[email protected]
Current
The City of Monterey Park
320 West Newmark Avenue, Monterey Park, CA 91754
Christine Tomikawa 626.307.1334
[email protected]
Current
The City of Riverside
3900 Main Street, Riverside, CA 92522
Maggie Tanner

 951.826.5459



[email protected]
Current
Joanna Espinosa
EXHIBIT 3
Packet Page. 1240
City of San Bernardino - Class Specification Bulletin 3/4/25, 9:42 AM https://www.governmentjobs.com/careers/citysanbernardino/classspecs/newprint/1011433 Page 1 of 3 City of San Bernardino
Electrician II
CLASS CODE 30841 SALARY $29.72 - $36.13 Hourly
$5,152.04 - $6,262.81 Monthly
$61,824.48 - $75,153.72 Annually
ESTABLISHED DATE July 07, 2014 REVISION DATE November 03, 2021 Job Summary
Under general supervision, the Electrician II performs a wide variety of skilled and journey-level duties in the construction, installation, maintenance, and repair of electrical and electronic systems, machinery, and devices used in City buildings and facilities.

Distinguishing Characteristics
This is a skilled advanced journey-level class responsible for performing a wide variety of skilled and lead electrician tasks. Incumbent performs a full range of journey-level electrical work associated with street lighting systems, fire alarm systems, automatic gate openers, automated fueling station, sewage lift station, sport field lighting, and various other electrical equipment. Electrician II provides lead work direction and guidance to other employees in addition to performing the full range of Electrician I duties.

Essential Duties & Responsibilities
Essential Functions: -- Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. Essential duties and responsibilities may include, but are not limited to, the following:

Constructs, installs, maintains, and repairs a variety of electrical and electronic systems; handles sensing mechanisms, relays, electronic and solid-state controls, and other electrical apparatus; tests and troubleshoots circuits, recording devices, timing devices, and transformers.

Performs construction, installation, maintenance, and repair of street lighting systems; provides expertise and may lead crews handling lamps and fixtures, wiring, conduit, transformers, circuit breakers, switches, power and lighting panels, bus bars, relays, and other electrical equipment and apparatus.

Performs the installation, maintenance, and repair of fire alarm lines and boxes, heating, ventilating and airconditioning systems, automatic gate openers, automated fueling stations, sewage lift stations, high and lowEXHIBIT 4 Packet Page. 1241
City of San Bernardino - Class Specification Bulletin 3/4/25, 9:42 AM https://www.governmentjobs.com/careers/citysanbernardino/classspecs/newprint/1011433 Page 2 of 3 voltage wire and cable, lighting facilities at public parks, playgrounds, ball fields, and complete electrical grounding systems.

Leads, supports, assists, and provides expertise to crews working to solve various electrical problems or perform maintenance on electrical equipment; ensures work order and submitted requests are completed in a timely and efficient manner.

Reads and interprets electrical plans, specifications, blueprints and sketches; estimates labor and materials for minor electrical installations and repairs; lays out work at project sites; prepares report of time and materials expended.

Searches for interrupted or broken circuits; performs routine repairs on a variety of electrical circuitry and equipment; tests power distribution, street lighting transformers, circuit breakers, meters, and other apparatus.

Leads cable crews when required and performs the pulling, installing, and splicing of electrical cable and wiring; digs holes and lifts devices as necessary.

Operates a variety of power and hand tools commonly used in utility work; safely uses and maintains jack hammers, airlifts and man-lifts, metal saws and drill presses; sets up scaffolding, sets forms for light poles, guides drivers and crane operators, performs routine maintenance of related equipment and supplies, and cleans and maintains tools and supplies.

Participates in emergency and standby electrical maintenance and repair work in case of fire and power failure.

Communicates and responds to citizen requests for inoperable or problematic lights; assists with traffic signal troubleshooting and repairs.

Performs other duties as assigned.

Job Requirements
Knowledge of –
Methods, materials, tools, and equipment used in electrical installation, maintenance, and repair work.

Basic electrical theory and calculation of formulas.

Applicable codes and regulations including health and safety regulations.

Shop mathematics applicable to the electrical trade.

National electrical and electrical safety codes.

Underground Service Alerts and other Systems.

Safe work practices and safety procedures.

Electrical and electronic installations in City facilities.

Equipment maintenance practices and methods.

Skill in –
Performing skilled electrical work in the repair, maintenance, alteration and construction of buildings, facilities and systems.

Repairing, installing, and maintaining a wide variety of electrical systems and equipment.

Making arithmetic calculations related to specialty quickly and accurately.

Packet Page. 1242
City of San Bernardino - Class Specification Bulletin 3/4/25, 9:42 AM https://www.governmentjobs.com/careers/citysanbernardino/classspecs/newprint/1011433 Page 3 of 3 Working from blueprints, shop drawings, and sketches.

Using a variety of hand and power tools and machines utilized in the trade.

Understanding and following oral and written directions.

Working independently with little direction.

Analyzing situations accurately and adopting effective courses of action.

Preparing cost estimates for electrical projects.

Providing work direction and lead guidance to others.

Operating power and hand equipment used in electrical and related activities.

Performing shop math.

Establishing and maintaining effective relationships with co-workers and others encountered in the course of work.

Providing customer service.

Minimum Qualifications
Education and Experience
High School Diploma or G.E.D.; and three (3) years of journey-level electrical experience or experience as an Electrician I; or an equivalent combination of training and experience. Electrician II is expected to be capable of meeting the proficiency criteria for the higher-level class within a 12-18 month period, depending on an individual's prior experience and progression in performing the full range of Electrician II duties as described.

Licenses, Certifications, and Equipment
A valid State driver’s license is required.

Physical Requirements and Work Environment
Employees work in indoor and outdoor environments. Employees are exposed to noises, vibrations, odors and dust; work in inclement weather conditions; and climb and work safely at considerable heights above the ground, on ladders, scaffolds or tower trucks. Employee is regularly required to use hands to finger, handle, feel or operate objects, tools or controls and reach with hands and arms. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move over 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Packet Page. 1243

OCCU-MED JOB PROFILE
November 2023
EMPLOYER: CITY OF ROSEVILLE
JOB CLASS: ELECTRONIC TECHNICIAN I/II/SENIOR
Physical Ability Rating Most Demanding Essential Tasks Environmental Factors

1. Stamina

2. Extent Flexibility

3. Dynamic Flexibility

4. Static Strength

5. Explosive Strength

6. Dynamic Strength

7. Trunk Strength

8. Speed of Limb Movement

9. Gross Body Coordination

10. Gross Body Equilibrium

11. Arm-Hand Steadiness

12. Manual Dexterity

13. Finger Dexterity

14. Near Vision

15. Far Vision

16. Visual Color Discrimination

17. Hearing

18. Mobility

19. Effort

3.0 3.5

4.5 5.5

3.5 5.0

4.5 3.5

4.5 5.0

5.0 4.5

4.0 6.0

4.0 4.0

3.5 4.0

4.0 Climb to top of building to repair/replace
equipment
Install electrical equipment overhead
Pull cable through conduit
Lift/move rigid pipe/equipment for installation
Climb in/out of vehicle
Install equipment while on ladder
Lift parts/field equipment from ground to truck
Saw/wrench/tighten/loosen parts on equipment
Use whacker to obtain level surface
Install equipment while on ladder
Solder on PC board; install wires into terminals
Repair PC board with hand tools
Splice electronic components
Read blueprints/schematics/labels
Drive to/from installation sites
Identify color-coded wire
Listen for alarm/co-worker
Walk throughout building to make repairs
Install electrical equipment overhead

1. EXPOSURE TO SUN: 10%
or less of work time spent
outside a building and
exposed to the sun.

2. WORK ABOVE FLOOR
LEVEL: Some work done on
ladders, scaffolds, or other
equipment more than 12 feet
above the ground.

3. HIGH TEMP: Considerable
work time spent in light and
moderate work in
temperatures above 80
degrees.

4. LOW TEMP: Considerable
work time spent at 40-60
degrees.

5. SUDDEN TEMPERATURE
CHANGES: Infrequently
subjected to changes of 20-40
degrees.

6. CONFINED OR CRAMPED
BODY POSITIONS:

Occasional work in confined
or cramped positions less than
1/3 of the time.

7. WETNESS: Occasional work
requires getting part or all of
the body and/or clothing wet.

8. NOISE: Occasionally there
are unusually loud sounds.

9. VIBRATION: Minor strain or
vibration.

10. INJURY POTENTIAL:

Frequent possibility of bodily
injury.

11. BURNS: Possibility of
superficial burns.

12. ELECTRICAL HAZARDS:

Potential electrical shock
exposure.

13. DUST: Works in or around
areas with minor amounts of
dust.

14. HAZARDOUS
MATERIALS: Exposure is a
regular part of the job.

15. COMMON ALLERGEN
EXPOSURES: Frequent
exposure to common allergycausing agents.

16. IRREGULAR OR

EXTENDED WORK
HOURS: Occasionally
required to change working
hours or work overtime.

RESPIRATOR USE
Required? No
EXHIBIT 4
Packet Page. 1244

MEDICAL EXAM COMPONENT PROFILE
CREATED FEBRUARY 2024
EMPLOYER: CITY OF ROSEVILLE
JOB CLASS: ELECTRONIC TECHNICIAN I/II/SENIOR

THE FOLLOWING ARE THE RECOMMENDED ACTIVITIES AND TESTS, WHICH SHOULD BE COMPLETED FOR THIS JOB CLASS. THESE MEDICAL EVALUATION COMPONENTS ARE BASED ON MINIMUM REQUIREMENTS FOR A JOB-RELATED MEDICAL EVALUATION.

X Review Job Profile (physical abilities & environmental factors) as necessary, determine work location and areas of work specialization.

X Occu-Med History Questionnaire.

X Problem-oriented written history of personal and occupational health based on a brief interview to verify the Medical History Questionnaire (usually conducted by a nurse or paramedical staff and supplemented by physician comments).

X Authorization For Release of Information From Medical Record Form.

X General Physical Examination:
a. Vital Signs: temperature, pulse, respiration, blood pressure, height, weight. b. Physician’s Examination: head, eyes, ears, nose and throat, neck, chest, heart, abdomen, extremities, back, neurological, vascular, lymphatic, and skin. c. Range of Motion: back exam.
d. Dipstick Urinalysis – blood, glucose, protein.
e. Sight screening - near, far, depth, color, and peripheral. f. Physician’s summary, including comments related to job requirements.

X Audiogram – with headset.

X Venipuncture (Use MEDTOX collection supplies provided by Occu-Med) includes the following:

Test Name Test Code
a. Occu-Panel A 11735
X Urine Collection (Use MEDTOX collection supplies provided by Occu-Med) includes the following:

Test Name Test Code
a. 4-Panel Non-DOT Urine Drug
Screen
88544
NOTE: PLEASE SUBMIT ALL COMPONENTS TO OCCU-MED IMMEDIATELY BY FAX TO 559-435-7200 UPON COMPLETION OF EXAM. EXAM RESULTS SHOULD THEN BE MAILED TO: OCCU-MED, 2121 W. BULLARD AVE., FRESNO, CA 93711.

EXHIBIT 5
Packet Page. 1245

OCCU-MED MEDICAL HISTORY QUESTIONNAIRE

APPLICANT INFORMATION
APPLICANT’S NAME (Last, First, Middle) SOCIAL SECURITY NUMBER BIRTHDATE (MM/DD/YYYY)

MAILING ADDRESS CITY STATE / ZIP
/

PHONE NUMBERS WHERE YOU CAN BE REACHED EMAIL ADDRESS PASSPORT NUMBER Home: Cell:

EMPLOYER JOB CLASS OR JOB TITLE

DISCLAIMER
A thorough evaluation of the information provided will permit an accurate assessment of an applicant’s ability to safely perform the essential duties of the job. This statement is confidential. The information you provide will be maintained in a manner that appropriately protects its confidentiality.

I, THE UNDERSIGNED, DO HEREBY CONSENT TO UNDERGO A MEDICAL EXAMINATION, INCLUDING BLOOD

SPECIMEN, X-RAYS, SKIN TESTS, AND OTHER EXAMINATIONS WHICH ARE NECESSARY TO DOCUMENT MY ABILITY

TO SAFELY PERFORM THE ESSENTIAL DUTIES OF THE JOB THAT I AM CURRENTLY PERFORMING (PERIODIC

EXAM) OR HAVE BEEN OFFERED CONTINGENT UPON PASSING THIS MEDICAL EXAMINATION (PRE-PLACEMENT EXAM). I CERTIFY THAT ALL INFORMATION PROVIDED IS TRUE AND CORRECT TO THE BEST OF MY KNOWLEDGE,

AND I AGREE AND UNDERSTAND THAT ANY MISSTATEMENT OF MATERIAL FACT HEREIN MAY RESULT IN DISCIPLINARY ACTION, AS DETERMINED BY MY EMPLOYER.

SIGNATURE IN FULL DATE COMPLETED
MEDICAL HISTORY – Page 1

1. Please list all prescription medications you regularly use.

2. Please list any other prescription medications, not taken regularly, which you have taken in the last 2 months.

A. Reasons for Medications Taken (Questions 1 & 2)
Medication Medical Condition Treated Side Effects Experienced Date Started Date Ended Frequency Taken

3. Please list any known allergies (e.g., Latex, Bee or Wasp Stings, etc.).

4. Have you ever had a positive reaction to a PPD (Tuberculosis) Skin Test? Yes No Date:

EXHIBIT 6
Packet Page. 1246
Name:

MEDICAL HISTORY QUESTIONNAIRE
MEDICAL HISTORY – Page 2

5. Please list your last three (3) hospitalizations, beginning with the most recent (excluding routine childbirth):

REASON 1 HOSPITAL / CITY DATE (MM/DD/YYYY)
REASON 2 HOSPITAL / CITY DATE (MM/DD/YYYY)
REASON 3 HOSPITAL / CITY DATE (MM/DD/YYYY)

6. Please list any operations you may have had or were advised to have which are not listed above.

Have you ever been exposed to any of the following (at home, work, or in any other setting) or do you have a problem with:

Yes No Please provide dates and explain any ‘Yes’ responses to the following questions in the space provided.

7. Substances that irritated your skin or eyes?
Explanation:

8. Substances that caused you breathing difficulties?
Explanation:

9. Have you ever had a bad reaction to high environmental temperatures? Explanation:

10. Have you ever had a bad reaction to low environmental temperatures? Explanation:

Please respond to the following:

Yes No Please provide dates and explain any ‘Yes’ responses to the following questions in the space provided.

11. Have you ever been injured?
Explanation:

12. Have you ever had a limiting injury?
Explanation:

13. Have you been determined to be disabled through VA, Federal, State or Medical Disability assessments? Explanation:

Information relative to Workers’ Compensation claims cannot be used by an employer in making employment decisions. Your responses to questions 11, 12, and 13 will be used by the medical examiner in determining your current health status as it pertains to the safe performance of essential job duties.

MEDICAL HISTORY
Have you ever had, now have or believe you may have any of the following:

Yes No Please provide dates and explain any ‘Yes’ responses to the following questions in the space provided.

14. Tuberculosis

15. Emphysema

16. Asthma

17. Shortness of Breath

18. High Blood Pressure

19. Heart Murmur, Heart
Disease

20. Stroke

21. Blood Disorders (e.g.,
Anemia, etc.)
Packet Page. 1247
Name:

MEDICAL HISTORY QUESTIONNAIRE
MEDICAL HISTORY – Page 3
Have you ever had, now have or believe you may have any of the following:

Yes No Please provide dates and explain any ‘Yes’ responses to the following questions in the space provided

22. Psychological Conditions (PTSD,
ADHD, Bipolar Disorder, depression)

23. Pulmonary or Other Embolism

24. Pneumothorax

25. Infection

26. Hernia

27. Loss of Consciousness

28. Chest Pains

29. Dizziness, Vertigo or Motion
Sickness

30. Problems with Eyes/Vision

31. Back or Joint Surgery

32. Epilepsy, Seizures

33. Encephalitis, Meningitis

34. Glaucoma

35. Vascular Problems (e.g.,
PVD, phlebitis, etc.)

36. Gall Bladder Trouble

37. Liver Trouble or Hepatitis

38. Sleep Apnea

39. Diabetes

40. Kidney Disease or Stones

41. Rheumatism,
Arthritis/Gout

42. Ear or Ear Drum Issues

43. Migraines

44. Frequent Headaches

45. Cancer

46. Skin Cancer(s)

47. Hyperthyroidism

48. Hypothyroidism
Packet Page. 1248
Name:

MEDICAL HISTORY QUESTIONNAIRE
MEDICAL HISTORY – Page 4
Have you ever had, now have or believe you may have any of the following:

Yes No Please provide dates and explain any ‘Yes’ responses to the following questions in the space provided.

49. Thyroid Trouble

50. Immune Disorders

51. Back or Joint Pain

52. Back Injury

53. Cervical Neck Injury or
Problem

54. Knee Surgery

55. Upper extremity injury or
problem

56. Lower Extremity injury or
problem

57. Medical Conditions or concerns you have which are not listed above:

Please Explain:

58. Are you presently experiencing any pain or discomfort? IF YES, please mark the affected areas on the body diagram below:

Have you ever had, now have or believe you may have any of the following:

Yes No

59. Have you gained or lost more than 10 lbs. in the past 2 years without trying to do so? Explanation:

60. Have you had any changes in your appetite in the past 6 months? Explanation:

61. Have you noticed an unusual fatigue or weakness recently? Explanation:

62. Have you noticed a change in size or color of a mole (dark growth) or wart in the last year? Explanation:

63. Do you have a skin rash, burning, itching or other skin sensitivity? Explanation:

64. Have you coughed up blood or have/had chronic cough? Explanation:

65. Have you or are you currently being treated for alcoholism? Date:

Packet Page. 1249
Name:

MEDICAL HISTORY QUESTIONNAIRE

ACKNOWLEDGEMENT
I understand that any incomplete, misleading, or missing information (provided on or omitted from this questionnaire) relevant to my safe performance of the essential duties of the job that I have been offered could impact my employment, as determined by my employer.

Signature Date
MEDICAL HISTORY – Page 5
Have you ever had, now have or believe you may have any of the following:

Yes No

66. Have you ever had, or do you currently have, repeated feelings of numbness, tingling, “pins and needles” sensations or loss of sensation in one or both hands? Date:

67. Have you ever had, or do you currently have, repeated feelings of soreness or pain in either forearm or elbow? Explanation:

68. Have you ever had, or do you currently have, repeated feelings of pain, discomfort, burning or tingling in your shoulder? Left Right Date:

69. Have you had, or do you currently have, knee pain, popping, locking? Left Right Date:

70. Have you ever had, or do you currently have, foot pain? Left Right Date:

71. Have any of the above symptoms (numbness, tingling, soreness or pain) ever caused you to be awakened while sleeping? Explanation:

72. Does/did discomfort in your wrists, arm, or shoulder interfere with your daily activities (eating, writing, sports, etc)? Explanation:

73. Have you received, or do you currently receive, medical treatment for this pain or discomfort? Explanation:

74. Have you ever received, or do you currently receive, medical help for any of the following? Condition Date of Surgery, if performed
Carpal Tunnel Syndrome
Ganglionic Cyst
Tendonitis
Bursitis
Arthritis

75. Have you ever had surgery because of, or experienced lasting pain from, an auto accident? Date:

76. Do you currently wear corrective lenses? Purpose: Date Prescribed:

This space has been provided in the event that the above space was inadequate to sufficiently explain a positive response from your history.

Packet Page. 1250
[Client] - Average Turnaround Time Report
Fiscal Year 2023 - 2024
Scheduling - TAT by Department
DoR to DS DoR to DoE
Business Days
0 1 2 3 4 5 6 7 8 9 10

2.75 0.81

3.59 0.88

1.22 0.25
Date of Referral to
Date Scheduled
Date of Referral to
Date of Exam Number of Exams
Police Department 0.25 1.22 303
Correctional Officer 0.32 1.29 118
Deputy Sheriff 0.23 1.19 99
[Additional Job Class] 0.88 3.59 40
[Additional Job Class] 0.00 0.00 46
Misc Departments 0.88 3.59 1091
Maintenance Worker 0.00 0.00 100
RN 3.00 5.50 549
Solid Waste Series 1.11 3.33 55
[Additional Job Class] 0.33 3.00 171
[Additional Job Class] 0.00 3.00 216
Fire Department 0.81 2.75 195
Firefighter Series 1.20 3.07 115
[Additional Job Class] 0.52 2.52 80
Total Average 0.35 1.56 1182
Month to Month Trend - Average Scheduling TAT (DoR to DoE) Business Days
0 2
4 6
8 10
12 July 2023
August 2023
September 2023
October 2023
November 2023
December 2023
January 2024
February 2024
March 2024
April 2024
May 2024
June 2024
Police Misc Fire
1 EXHIBIT 7
Packet Page. 1251
ExamQA - TAT by Department
DOE to DC DC to DOID DOE to DOID
Business Days
0 1 2 3 4 5 6 7 8 9 10

6.34 0.73

5.62 3.89

0.51 3.38

2.66 0.31

2.35 Date of Exam to
Date Complete
Date of Complete
to Date of Initial
Decision
Date of Exam to
Date of Initial
Decision
Number of Exams
Police Department 2.345 0.31 2.655 303
Correctional Officer 2.2 0.28 2.48 118
Deputy Sheriff 2.49 0.34 2.83 99
[Additional Job Class] 3.38 0.51 3.89 40
[Additional Job Class] 4.00 0.5 4.5 46
Misc Departments 3.38 0.51 3.89 1091
Maintenance Worker 4.00 0.5 4.5 100
RN 3.86 1.00 4.86 549
Solid Waste Series 3.38 0.28 3.66 55
[Additional Job Class] 2.67 0.11 2.78 171
[Additional Job Class] 3.00 0.67 3.67 216
Fire Department 5.62 0.73 6.34 195
Firefighter Series 5.73 0.35 6.08 115
[Additional Job Class] 5.5 1.1 6.6 80
Total Average 3.78 0.52 4.30 1182
Month to Month Trend - Average ExamQA TAT (DOE to DOID) Business Days
0 2
4 6
8 10
12 July 2023
August 2023
September 2023
October 2023
November 2023
December 2023
January 2024
February 2024
March 2024
April 2024
May 2024
June 2024
Police Misc Fire
[Client] - Average TAT Report - Fiscal Year 2023-2024
2 Packet Page. 1252
Full Process - TAT by Department
DOE to DC
Business Days
0 1 2 3 4 5 6 7 8 9 10

9.09 7.48

3.88 Date of Referral to Date of
Initial Decision Number of Exams
Police Department 3.875 303
Correctional Officer 3.77 118
Deputy Sheriff 4.02 99
[Additional Job Class] 7.67 40
[Additional Job Class] 5.25 46
Misc Departments 7.48 1091
Maintenance Worker 4.5 100
RN 10.36 549
Solid Waste Series 6.99 55
[Additional Job Class] 5.78 171
[Additional Job Class] 6.67 216
Fire Department 9.09 195
Firefighter Series 9.15 115
[Additional Job Class] 9.12 80
Total Average 5.86 1182
Month to Month Trend - Average ExamQA TAT (DOE to DOID) Business Days
0 4
8 12
16 20
July 2023
August 2023
September 2023
October 2023
November 2023
December 2023
January 2024
February 2024
March 2024
April 2024
May 2024
June 2024
Police Misc Fire
[Client] - Average TAT Report - Fiscal Year 2023-2024
3 Packet Page. 1253
[Client] - Reschedule Report
Quick Reference
Report Range: Sept 2023 - Feb 2024 (6 months)
Report Focus: Occu-Med Scheduling Service
Evaluation Type: Pre-Employment Exams
Excludes: Annual Exams, Drug Screen only

APPLICANTS
Applicants Scheduled 154
Applicants Archived (no appts) 36
TOTAL 190

APPOINTMENTS
Initial Appointments Scheduled 631
Rescheduled Appointments (1st time) 235
Rescheduled Appointments (2nd time) 74
TOTAL 940

TOTAL AVERAGE TAT (SCHEDULING)
DR > DS 3.25
DS > DOE 2.85
DR > DOE 6.10

TOTAL APPOINTMENTS BY STATUS
Completed Appointments 490
Canceled Appointments 113
Future/Pending Appointments 1
No Showed Appointments 119
Rescheduled Appointments 132
Rescheduled Components 79
Total Reschedules 330
DOE > NO SHOW 2.72
DOE > RESCH 0.32

REFERRAL TAT
DR > CRC Date 16.77
Multiple Reschedules
35%
12%
53%
Completed Appts
Canceled Appts
Total Reschedules
Initial Appts
58%
8%
9%
14%
10%
No Show Resch Appts
Resch Comps Canceled
Completed
Resch Appts 1
45%
17%
3%
10%
24%
No Show Resch Appts
Resch Comps Canceled
Completed
Resch Appts 2
20%
20%
10%
30%
20%
No Show Resch Appts
Resch Comps Canceled
Completed
• [Insight #1]
• [Insight #2]
• [Insight #3]
33% 37%
Reschedule Reasons Turnaround Time Expected Actual
Business Days
0 1 2 3 4 5 6 7 8 9 10

2.85 3.00

3.25 2.00
DR > DS DS > DOE
• [Insight #1]
• [Insight #2]
• [Insight #3]
OF THE NO SHOWS…
Applicant cause 42 64%
Client request 1 2%
Unknown 23 35%
TOTAL 66
OF THE RESCHEDULED APPTS…
Applicant cause 54 60%
Client request 1 1%
Clinic issue 10 11%
Internal/Unknown 25 28%
TOTAL 90
OF THE RESCHEDULED COMPONENTS…
Added CXR due to +TB 11 19%
Applicant cause 9 16%
Clinic issue 36 62%
Other 2 3%
TOTAL 58
Common applicant reasons: Sick, family emergency,
withdrew application, didn’t see the notifications
Common applicant reasons: No longer available, wanted a different location, sick
Common applicant reasons: refused hernia check
1 Packet Page. 1254
Date Of Referral Employer Applicant Full Name First Last Dept/Contract Job Class Exam Type Date Scheduled Date Of Exam Date Received Date Completed Initial Decision Date Initial Decision RDQA RDQA Date Initiated RDQA Deadline Final Decision Date Final DecisionCreation User Date Referral Initiated DoR to DS DoR to DoE DoE to DC DoE to DoIDDoR to DoIDDoID to DoFDDoR to DoFD Holidays 1/11/2024 City XYZ Sheriff (POST) Correctional Officer Correctional Officer 1/26/2024 1/30/2024 1/31/2024 2/9/2024 2/12/2024 RDQA Yes 2/12/2024 2/27/2024 2/26/2024 CQ [email protected] 1/30/2024 - 0 8 9 9 10 19 Monday, January 2, 2023 New Years Row Labels Average of DoR to DS Average of DoR to DoE Average of DoE to DC Average of DoE to DoID Average of DoR to DoID Average of DoID to DoFD Average of DoR to DoFD 1/23/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff1/26/2024 2/5/2024 2/6/2024 2/12/2024 2/13/2024 CQ No [email protected] 2/5/2024 - 0 5 6 6 - - Monday, January 16, 2023 MLK Day (blank) 2/8/2024 City XYZ Sheriff (POST) Correctional Officer Correctional Officer 2/14/2024 2/15/2024 2/20/2024 2/26/2024 2/27/2024 CQ No [email protected] 2/8/2024 4 5 7 8 13 - - Monday, February 20, 2023 President's Day (blank) 2/22/2024 City XYZ Sheriff (POST) Correctional Officer Correctional Officer 2/27/2024 3/5/2024 3/7/2024 3/14/2024 3/15/2024 MQ No 3/15/2024 MQ [email protected] 3/5/2024 - 0 7 8 8 0 8 Monday, May 29, 2023 Memorial Day (blank) 3/7/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff3/11/2024 3/19/2024 3/21/2024 4/1/2024 4/2/2024 CQ No [email protected] 3/7/2024 2 8 9 10 18 - - Monday, June 19, 2023 Juneteenth National Independence Day City XYZ 1.84 3.85 11.58 10.42 12.06 9.95 20.37 3/28/2024 City XYZ Sheriff (POST) Correctional Officer Correctional Officer 3/29/2024 4/4/2024 4/5/2024 4/24/2024 4/25/2024 CQ No [email protected] 4/4/2024 - 0 14 15 15 - - Tuesday, July 4, 2023 Independence Day Sheriff (POST) 2.00 3.60 10.21 10.55 11.83 10.39 20.11 3/28/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff3/29/2024 4/1/2024 4/2/2024 4/8/2024 4/8/2024 MQ No 4/8/2024 MQ [email protected] 3/28/2024 1 2 5 5 7 0 7 Monday, September 4, 2023 Labor Day Correctional Officer 2.50 1.40 9.33 10.00 10.00 5.50 13.50 3/28/2024 City XYZ Sheriff (POST) Correctional Officer Correctional Officer 3/29/2024 4/1/2024 4/3/2024 4/16/2024 4/16/2024 MQ No 4/16/2024 MQ [email protected] 3/28/2024 1 2 11 11 13 0 13 Friday, November 10, 2023 Veterens Day Deputy Sheriff 2.33 5.20 11.46 11.92 12.38 17.00 26.29 3/28/2024 City XYZ Sheriff (POST) Correctional Officer Correctional Officer 3/29/2024 4/2/2024 4/3/2024 4/15/2024 4/15/2024 RDQA Yes 4/15/2024 5/3/2024 5/1/2024 MQ [email protected] 4/11/2024 - - 9 9 2 12 14 Thursday, November 23, 2023 Thanksgiving Day District Attorney Investigator I/II/Senior 0.00 0.00 9.50 9.50 9.50 0.00 9.50 5/21/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff5/22/2024 5/28/2024 5/29/2024 6/11/2024 6/12/2024 RDQA Yes 6/12/2024 8/30/2024 8/15/2024 MQ [email protected] 6/6/2024 - - 10 11 4 46 50 Friday, November 24, 2023 Day After Thanksgiving Correctional Deputy I/II 1.50 3.88 8.86 9.00 12.88 9.20 21.00 5/23/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff5/24/2024 5/30/2024 6/3/2024 6/17/2024 6/17/2024 MQ No 6/17/2024 MQ [email protected] 5/23/2024 1 5 12 12 17 0 17 Monday, December 25, 2023 Christmas Day Sheriff Office 1.00 7.00 24.33 8.50 15.50 2.00 25.00 6/3/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff6/4/2024 6/10/2024 6/11/2024 7/1/2024 7/1/2024 RDQA Yes 7/1/2024 8/27/2024 8/21/2024 VW [email protected] 6/3/2024 1 5 15 15 20 37 57 Sheriff Security Officer 0.50 3.00 29.50 5.00 8.00 #DIV/0! #DIV/0! 6/10/2024 City XYZ Sheriff (POST) District Attorney Investigator I/II/Senior District Attorney Investigator I/II/Senior 6/13/2024 6/13/2024 6/14/2024 6/25/2024 6/25/2024 MQ No 6/25/2024 MQ [email protected] 6/13/2024 0 0 8 8 8 0 8 Coroner's Investigator 2.00 11.00 14.00 12.00 23.00 2.00 25.00 6/11/2024 City XYZ Sheriff (POST) District Attorney Investigator I/II/Senior District Attorney Investigator I/II/Senior 6/14/2024 6/25/2024 6/26/2024 7/10/2024 7/10/2024 MQ No 7/10/2024 MQ [email protected] 6/25/2024 - 0 11 11 11 0 11 Grand Total 1.84 3.85 11.58 10.42 12.06 9.95 20.37 6/18/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff6/18/2024 6/20/2024 6/21/2024 8/20/2024 8/22/2024 CQ No [email protected] 8/2/2024 - - 43 45 14 - - 6/24/2024 City XYZ Sheriff (POST) Correctional Deputy I/II Correctional Deputy I/II 6/26/2024 7/11/2024 7/12/2024 7/18/2024 7/18/2024 RDQA Yes 7/18/2024 9/16/2024 8/16/2024 MQ [email protected] 6/24/2024 2 13 5 5 18 21 39 7/9/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff7/12/2024 7/17/2024 7/17/2024 7/29/2024 7/30/2024 MQ No 7/30/2024 MQ [email protected] 7/29/2024 - - 8 9 1 0 1 8/22/2024 City XYZ Sheriff Office Sheriff Security Officer Sheriff Security Officer 8/22/2024 6/10/2024 8/22/2024 8/23/2024 No [email protected] 8/22/2024 0 - 54 - - - - 8/26/2024 City XYZ Sheriff Office Coroner's Investigator Coroner's Investigator 8/28/2024 9/10/2024 9/11/2024 9/30/2024 9/26/2024 RDQA Yes 9/26/2024 10/10/2024 9/30/2024 MQ [email protected] 8/26/2024 2 11 14 12 23 2 25 9/10/2024 City XYZ Sheriff (POST) Correctional Deputy I/II Correctional Deputy I/II 9/12/2024 9/17/2024 9/18/2024 10/8/2024 10/8/2024 MQ No 10/8/2024 MQ [email protected] 9/16/2024 - 1 15 15 16 0 16 9/10/2024 City XYZ Sheriff (POST) Correctional Deputy I/II Correctional Deputy I/II 9/12/2024 9/17/2024 9/18/2024 10/15/2024 10/15/2024 CQ No [email protected] 9/17/2024 - 0 20 20 20 - - 9/18/2024 City XYZ Sheriff (POST) Correctional Deputy I/II Correctional Deputy I/II 9/20/2024 9/26/2024 9/27/2024 10/8/2024 10/8/2024 RDQA Yes 10/8/2024 10/31/2024 10/28/2024 CQ [email protected] 9/23/2024 - 3 8 8 11 14 25 10/21/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff10/21/2024 10/22/2024 10/23/2024 10/28/2024 10/28/2024 RDQA Yes 10/28/2024 11/15/2024 11/15/2024 VW [email protected] 10/21/2024 0 1 4 4 5 14 19 10/31/2024 City XYZ Sheriff Office Sheriff Security Officer Sheriff Security Officer 11/1/2024 11/5/2024 11/8/2024 11/12/2024 11/12/2024 RDQ Yes 11/12/2024 12/13/2024 [email protected] 10/31/2024 1 3 5 5 8 - - 11/7/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff11/19/2024 11/20/2024 11/22/2024 12/5/2024 12/5/2024 CQ No [email protected] 11/7/2024 8 9 11 11 20 - - 11/26/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff11/27/2024 12/5/2024 12/5/2024 12/17/2024 12/17/2024 CQ No [email protected] 11/26/2024 1 7 8 8 15 - - 11/26/2024 City XYZ Sheriff (POST) Correctional Deputy I/II Correctional Deputy I/II 1/2/2025 1/6/2025 1/8/2025 1/17/2025 RDQA Yes 1/17/2025 2/3/2025 [email protected] 12/30/2024 3 5 - 9 14 - - 11/26/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff12/3/2024 12/5/2024 12/9/2024 12/11/2024 12/11/2024 RDQA Yes 12/11/2024 1/10/2025 1/10/2025 MQ [email protected] 11/26/2024 5 7 4 4 11 22 33 11/26/2024 City XYZ Sheriff (POST) Correctional Deputy I/II Correctional Deputy I/II 12/4/2024 12/16/2024 12/17/2024 12/20/2024 12/23/2024 RDQA Yes 12/23/2024 1/8/2025 1/7/2025 CQ [email protected] 12/16/2024 - 0 4 5 5 11 16 12/10/2024 City XYZ Sheriff (POST) Correctional Deputy I/II Correctional Deputy I/II 12/11/2024 12/16/2024 12/16/2024 12/23/2024 12/23/2024 MQ No 12/23/2024 MQ [email protected] 12/10/2024 1 4 5 5 9 0 9 12/17/2024 City XYZ Sheriff (POST) Deputy SheriffDeputy Sheriff12/19/2024 12/27/2024 12/30/2024 1/17/2025 1/17/2025 RDQA Yes 1/17/2025 2/3/2025 [email protected] 12/17/2024 2 8 15 15 23 - - 12/31/2024 City XYZ Sheriff (POST) Correctional Deputy I/II Correctional Deputy I/II 12/31/2024 1/7/2025 1/9/2025 1/14/2025 1/14/2025 RDQA Yes 1/14/2025 1/29/2025 [email protected] 12/31/2024 0 5 5 5 10 - - Packet Page. 1255
RFP F-26-1054

PRE-EMPLOYMENT

MEDICAL

SCREENING

SERVICES
Packet Page. 1256

1. Executive Summary
Statcare Urgent & Walk In Medical Care PLLC DBA Nao Medical(“Nao Medical”)is pleased to submit this proposal to the City of San Bernardino for Pre-Employment Medical Screening Services in response to RFP F-26-1054. Nao Medical appreciates the opportunity to provide the City with comprehensive occupational health, medical screening, and drug and alcohol testing services through an established and highly coordinated occupational health administration model designed to support government agencies, municipalities, transportation entities, law enforcement organizations, public works departments, educational institutions, and safety-sensitive employers nationwide.

Nao Medical specializes in the administration and coordination of occupational health programs, pre-employment medical examinations, DOT and Non-DOT drug and alcohol testing programs, fitness-for-duty evaluations, respiratory and environmental health screenings, and workforce medical compliance services through a managed network of certified laboratories, occupational medicine providers, urgent care centers, independent collection sites, and occupational health clinic partners throughout the United States.

Packet Page. 1257
Through this model, Nao Medical provides centralized oversight, standardized compliance management, scheduling coordination, quality assurance, medical reporting, and program administration while leveraging a broad network of certified service providers to ensure timely and consistent service delivery.

Nao Medical understands that the City of San Bernardino requires a responsive and compliant occupational health partner capable of supporting post-offer/pre-employment medical examinations and occupational health evaluations designed to determine an applicant’s ability to safely perform essential job functions while maintaining compliance with applicable federal, state, and industry regulations. Nao Medical further understands the importance of rapid appointment scheduling, efficient applicant processing, accurate medical reporting, regulatory compliance, secure records management, and reliable communication with City personnel throughout the examination and screening process.

To support these requirements, Nao Medical utilizes a broad network of certified occupational health and laboratory partners, including Quest Diagnostics, LabCorp, Corporate Reference Laboratory (“CRL”), independent collection sites, occupational medicine providers, urgent care partners, and specialized medical service providers throughout California and nationwide. All laboratory partners utilized by Nao Medical maintain all necessary certifications and regulatory compliance standards applicable to the services being performed, including SAMHSA-certified laboratory standards where applicable. Nao Medical also partners with DRS MRO (Doctors Review Services), an independent Medical Review Officer organization consisting of multiple certified MRO physicians, to support DOT and Non-DOT drug testing program administration and result review services as required.

Nao Medical maintains partner service locations throughout San Bernardino County and surrounding areas capable of supporting the services requested under this RFP. Certain partner locations are capable of performing comprehensive occupational health services, while others provide specific or limited services based on operational capabilities and geographic coverage needs. Nao Medical centrally coordinates all scheduling, service routing, escalation management, reporting, and operational oversight to ensure applicants are directed to the appropriate facility based on required services, appointment availability, geographic proximity, and turnaround requirements.

Nao Medical’s occupational health administration experience includes the successful management and coordination of occupational health and drug and alcohol testing programs for numerous public-sector and government entities across multiple states. Nao Medical currently administers and coordinates occupational health and drug testing programs for Packet Page. 1258
agencies including the New York State Police; New York City Department of Probation; New York City Parks Department; New York City Department of Sanitation (DSNY); Administration for Children’s Services (ACS); New York City Taxi and Limousine Commission (TLC); New York City Department of Corrections; New York Thruway Authority; DSNY Enforcement Police Unit (EPU); and Eastern Suffolk BOCES. These programs include a combination of DOT and Non-DOT drug and alcohol testing, random testing administration, post-accident testing, after-hours mobile testing, physical examinations, lead testing programs, fit-for-duty examinations, and workforce medical screening services.

Outside of New York, Nao Medical currently supports occupational health and drug testing programs for multiple public agencies and government organizations nationwide, including the New Mexico Department of Health, New Mexico Regulation and Licensing Department, New Mexico Department of Justice, Dona Ana County, the New Mexico Supreme Court, Fresno County in California, AC Transit in Contra Costa and Alameda Counties in California, multiple Idaho state agencies under statewide contracts, Delaware Transit Corporation statewide operations, and a recently awarded contract with a Texas Independent School District for occupational health and drug and alcohol testing services. These programs include statewide DOT and Non-DOT drug testing administration, extended drug panel testing, physical examinations, agility testing, alcohol testing, and occupational health coordination services.

Nao Medical’s proposed project leadership team for the City of San Bernardino includes Usman Farooq as Lead Project Manager, Sharad Suri as Lead Project Administrator, Michael Dominiak as Lead Project Medical Supervisor overseeing occupational health operations and clinical coordination, and executive oversight from Dr. Priti Jain, M.D. Nao Medical additionally utilizes trained and certified partner personnel including certified collectors, occupational medicine professionals, licensed clinicians, laboratory personnel, and qualified medical support staff to ensure compliant and professional service delivery. All personnel assigned to occupational health and drug testing services are appropriately trained and qualified for the services they perform.

Nao Medical utilizes the proprietary Nao Medical Portal to support centralized scheduling coordination, reporting management, service tracking, and operational oversight. This platform supports efficient communication between Nao Medical, partner sites, laboratories, MRO providers, and client representatives while assisting with turnaround management, appointment coordination,reporting workflows, and administrative oversight.

Nao Medical acknowledges and accepts all terms, conditions, specifications, requirements, exhibits, and provisions contained within RFP F-26-1054 issued by the City of San Bernardino Packet Page. 1259
for Pre-Employment Medical Screening Services. Nao Medical confirms that this proposal is submitted without material deviation, exception, qualification, or reservation to the requirements of the Request for Proposals or the City’s Professional Services Agreement unless expressly identified within the proposal.

Nao Medical further agrees to comply with all applicable federal, state, and local laws, regulations, standards, and industry requirements related to the requested services, including but not limited to OSHA regulations, DOT regulations, ADA requirements, HIPAA requirements, POST-related examination requirements, chain-of-custody standards, occupational medicine standards, drug and alcohol testing regulations, and all applicable employment screening and medical confidentiality requirements. Nao Medical additionally acknowledges responsibility for maintaining all required licenses, certifications, insurance coverages, qualified personnel, laboratory certifications, operational controls, and medical oversight necessary for successful performance of the contract.

Nao Medical appreciates the opportunity to submit this proposal and looks forward to the opportunity to support the City of San Bernardino with responsive, compliant, and professionally managed occupational health and pre-employment medical screening services.

Packet Page. 1260

2. Table of Contents

1. Executive Summary 2

2. Table of Contents 6

3. Identification of the Proposer 7

4. Staffing Resources 9

5. Fiscal Stability 14

6. Experience and Technical Competence 15

7. Proposed Method to Accomplish Work 27

8. Insurance 34

9. Litigation 34

10. OtherInformation 35
Packet Page. 1261

3. Identification of the Proposer
Legal Name of Company
Statcare Urgent & Walk In Medical Care PLLC DBA Nao Medical Company Address
135 Mineola Boulevard
Mineola, NY 11501
Legal Form of Company
Limited Liability Company (LLC) electing S Corporation tax status.

Parent Company
Statcare Urent & Walk In Medical Care PLLC DBA Nao Medical is not a subsidiary of any parent company.

Authorized Representatives / Proposal Contacts
Usman Farooq
Lead Project Manager
Statcare Urgent & Walk In Medical Care PLLC DBA Nao Medical Email: [email protected]
Phone: 929-552-2218
Dr. Priti Jain, M.D.

Chief Executive Officer
Statcare Urgent & Walk In Medical Care PLLC DBA Nao Medical Email: [email protected]
Phone: 929-552-2218
Website
www.naomedical.com
California Registration and Licensing
Packet Page. 1262
Nao Medical maintains active California business registration and compliance documentation applicable to the services proposed under this RFP. Documentation related to California registration and filings has been included within the proposal appendices. In addition, Nao Medical’s laboratory partners, occupational health providers, collection sites, and medical service partners maintain all applicable licenses, certifications, and regulatory approvals required for the services they perform.

Nao Medical utilizes certified laboratory partners including Quest Diagnostics, LabCorp, and Corporate Reference Laboratory (CRL), as well as certified occupational health and collection site partners throughout California and nationwide. Applicable laboratory certifications, licenses, and supporting compliance documentation are included within the proposal appendices where applicable.

Corporate Overview
Nao Medical is an occupational health administration and workforce medical services organization specializing in the coordination and administration of occupational health programs, pre-employment medical examinations, DOT and Non-DOT drug and alcohol testing programs, workforce medical compliance services, and occupational medicine support services for government agencies, municipalities, transportation entities, educational organizations, and private employers nationwide.

Nao Medical administers occupational health programs through a coordinated network of certified laboratories, occupational medicine providers, independent collection sites, urgent care centers, and occupational health clinic partners throughout the United States. Through this service model, Nao Medical provides centralized operational oversight, scheduling coordination, reporting management, medical program administration, quality assurance, escalation management, and compliance monitoring to support efficient and compliant service delivery across multiple jurisdictions and service locations.

Nao Medical’s occupational health administration experience includes the management and coordination of occupational health and drug and alcohol testing programs for numerous public-sector organizations and government agencies across multiple states, including law enforcement agencies, transit authorities, sanitation departments, educational institutions, correctional agencies, municipal departments, and statewide government organizations.

Nao Medical utilizes its proprietary Nao Medical Portal to support scheduling coordination, reporting management, operational oversight, communication workflows, and administrative tracking for occupational health and workforce medical programs. The platform supports coordination between Nao Medical, partner service providers, laboratories, Medical Review Packet Page. 1263
Officer organizations, and client representatives to facilitate timely service delivery, reporting, and program administration.

4. Staffing Resources
A. Firm Staffing and Key Personnel
Staffing Structure and Project Oversight
Nao Medical will assign a dedicated core project management and oversight team to support the City of San Bernardino’s Pre-Employment Medical Screening Services contract. The designated project leadership team will serve as the City’s primary points of contact and will Packet Page. 1264
be responsible for the overall administration, coordination, implementation, supervision, and management of all services performed under the contract.

The assigned management team will oversee all operational workflows associated with the program, including scheduling coordination, service routing, reporting management, compliance oversight, partner site coordination, escalation management, quality assurance, and overall contract administration. Nao Medical’s centralized operational structure is designed to ensure accountability, consistency, and efficient communication between the City, partner service providers, laboratories, Medical Review Officer (“MRO”) providers, and occupational health personnel involved in service delivery.

Clinical personnel performing examinations, testing, and occupational health services under the contract will be coordinated through Nao Medical’s managed network of occupational medicine providers, laboratories, collection sites, urgent care centers, and occupational health clinic partners. Staffing levels and assigned personnel may vary based on service type, geographic location, and operational demand; however, all personnel utilized under the contract will be appropriately licensed, certified, trained, and qualified for the services they perform.

Nao Medical maintains the operational capability to scale staffing resources and assign additional administrative, operational, clinical, and coordination personnel as necessary to support the City’s requirements throughout the term of the contract.

Key Personnel Assigned to the Contract
Usman Farooq - Lead Project Manager
Usman Farooq will serve as the Lead Project Manager and primary operational point of contact for the City of San Bernardino. Mr. Farooq will oversee the day-to-day administration and operational management of the contract, including implementation coordination, client communications, operational oversight, compliance monitoring, escalation management, scheduling coordination,reporting workflows, and overall service delivery performance.

Mr. Farooq oversees occupational health program administration and project management operations for multiple public-sector occupational health and drug and alcohol testing programs administered by Nao Medical. His experience includes the management and coordination of large-scale occupational health contracts involving multi-site scheduling coordination, regulatory compliance oversight, laboratory coordination, partner site administration, and workforce medical services management.

Packet Page. 1265
Sharad Suri - Lead Project Administrator
Sharad Suri will serve as Lead Project Administrator and will oversee operational coordination, client communication workflows, service administration, scheduling support, reporting coordination, and account management activities associated with the contract.

Mr. Suri manages workforce care coordination and operational support functions for occupational health programs administered by Nao Medical and is responsible for assisting with client account management, administrative coordination, service tracking, and communication between partner providers, laboratories, operational personnel, and client representatives. Mr. Suri will support the City by assisting with operational responsiveness, coordination efficiency, scheduling oversight, and administrative workflow management.

Michael Dominiak - Lead Medical Provider
Michael Dominiak will serve as Lead Medical Provider and will oversee occupational health clinical coordination and medical operations associated with the contract. Mr. Dominiak will assist with provider coordination, examination oversight, quality assurance monitoring, occupational health operational consistency, and clinical workflow support.

Mr. Dominiak is a licensed Physician Assistant with emergency room and occupational health leadership experience and oversees occupational health clinical operations, provider coordination, and quality assurance initiatives across multiple occupational health programs administered by Nao Medical. His experience includes management of occupational health clinical workflows, provider oversight, workforce medical examinations, and coordination of occupational health partnerships and services.

Dr. Priti Jain, M.D. - Chief Medical Officer
Dr. Priti Jain, M.D. will provide executive medical oversight and organizational leadership for the contract. Dr. Jain is a dual board-certified physician in Internal Medicine and Emergency Medicine with extensive clinical and leadership experience overseeing healthcare operations, provider management, compliance initiatives, and clinical quality programs.

As Chief Medical Officer, Dr. Jain oversees provider training, operational compliance standards, medical quality assurance, and clinical supervision across Nao Medical’s healthcare and occupational health operations. Dr. Jain will provide executive-level medical oversight and support for the City’s occupational health program as needed throughout the duration of the contract.

Organizational Structure
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Nao Medical maintains a centralized organizational structure designed to support coordinated occupational health program administration, workforce medical services, and multi-site operational management. The organizational structure provides executive oversight, operational supervision, project administration, medical leadership, and coordinated support across occupational health operations and partner provider networks.

The assigned project management team will work collaboratively with Nao Medical’s operational leadership, medical oversight personnel, partner providers, laboratories, and administrative coordinators to ensure responsive service delivery and contract compliance.

An organizational chart outlining Nao Medical’s leadership and operational structure has been included within the proposal appendices.

Staffing Capacity and Scalability
Nao Medical maintains a scalable occupational health administration model capable of supporting fluctuating service volumes, staffing demands, and operational requirements. In addition to the designated project management team, Nao Medical maintains access to additional operational personnel, administrative coordinators, occupational health providers, certified collection personnel, laboratory resources, and clinical support staff through its managed network of partner organizations and providers.

Additional personnel may be assigned or adjusted throughout the term of the contract as necessary to support operational requirements, appointment volumes, reporting demands, service coordination activities, and program administration needs. Nao Medical’s operational structure is designed to provide flexibility while maintaining centralized oversight and quality assurance across all service locations and operational workflows.

Clinical and Partner Site Staffing Model
Nao Medical coordinates occupational health and workforce medical services through a managed network of partner laboratories, occupational medicine providers, urgent care centers, independent collection sites, and occupational health clinics located throughout California and nationwide, including partnerlocations within San Bernardino County.

Certain partner locations are capable of performing comprehensive occupational health services, while other locations may provide limited or specialized services depending on operational capabilities, staffing resources, and available equipment. Nao Medical centrally coordinates applicant scheduling and service routing to ensure individuals are directed to the appropriate service location based on required examinations, testing protocols, geographic considerations, and operational availability.

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All personnel utilized under the contract, including clinicians, occupational medicine providers, collection personnel, laboratory staff, and medical professionals, are appropriately trained, qualified, certified, and licensed for the services they perform. Nao Medical additionally oversees coordination, communication, quality assurance, and operational administration associated with all partner-provided services performed under the contract.

Certifications and Professional Qualifications
Nao Medical utilizes qualified and appropriately trained personnel to support all occupational health and workforce medical services administered under the contract. Personnel supporting services under the contract may include licensed clinicians, occupational medicine providers, certified specimen collection personnel, trained alcohol testing personnel, laboratory professionals, administrative coordinators, and occupational health support staff.

Nao Medical’s laboratory and occupational health partners maintain all applicable licenses, certifications, and regulatory compliance standards required for the services they perform.

Laboratory partners utilized by Nao Medical include Quest Diagnostics, LabCorp, and Corporate Reference Laboratory (“CRL”), including SAMHSA-certified laboratory services where applicable. Drug and alcohol testing programs requiring Medical Review Officer oversight are supported through DRS MRO (Doctors Review Services), an independent Medical Review Officer organization consisting of certified MRO physicians and qualified review personnel.

B. Subcontractors and Partner Network
Partnered Service Functions
Nao Medical utilizes qualified partner providers and subcontracted service organizations to support specific operational and clinical functions associated with occupational health program administration and workforce medical services. Services coordinated through partner organizations may include laboratory testing, specimen collection, physical examinations, occupational health examinations, radiology services, audiograms, spirometry, respiratory evaluations, specialty testing, Medical Review Officer services, and other occupational health-related services requested under the contract.

Nao Medical remains fully responsible for the administration, coordination, oversight, reporting management, compliance monitoring, quality assurance, and overall delivery of all services performed under the contract regardless of whether services are performed directly or through managed partner organizations.

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Major Operational and Laboratory Partners
Nao Medical’s occupational health administration network includes partnerships with nationally recognized laboratories, occupational medicine providers, independent collection sites, urgent care organizations, and workforce medical service providers. Major operational and laboratory partners may include, but are not limited to:
● Quest Diagnostics
● LabCorp
● Corporate Reference Laboratory (“CRL”)
● DRS MRO (Doctors Review Services)
● Independent collection site partners
● Occupational medicine providers
● Urgent care and occupational health clinic partners
These partner organizations support Nao Medical’s ability to coordinate occupational health services, workforce medical examinations, laboratory testing, drug and alcohol testing programs, and related occupational health services across multiple geographic regions and service locations.

Site List and Service Matrix
A detailed listing of partner service locations, operating hours, and available service capabilities will be included within the proposal appendices. The site listing will identify locations available to support services under the contract, including partner locations within San Bernardino County and surrounding service areas.

Because service capabilities may vary between partner locations, Nao Medical centrally coordinates scheduling and applicant routing to ensure services are assigned to the most appropriate location based on the required examination or testing protocol.

5. Fiscal Stability
Statcare Urgent & Walk In Medical Care PLLC DBA Nao Medical maintains the operational and financial capacity necessary to support the services requested under RFP F-26-1054. Nao Medical currently administers and coordinates occupational health, workforce medical services, and drug and alcohol testing programs for numerous public-sector agencies, municipalities, transportation entities, and government organizations across multiple states.

Through its centralized operational model, established partner network, and ongoing government contract administration experience, Nao Medical maintains the infrastructure Packet Page. 1269
and organizational stability necessary to support the City of San Bernardino’s operational, scheduling,reporting, and compliance requirements under this contract.

Nao Medical maintains established operational relationships with nationally recognized laboratory providers, occupational medicine partners, collection sites, and workforce medical service organizations, allowing for scalable service coordination and consistent operational support across multiple jurisdictions and geographic regions. The organization’s operational structure and partner network support continued growth, service scalability, and long-term occupational health program administration capabilities.

To demonstrate corporate and financial stability, Nao Medical has included the following supporting documentation within the proposal appendices:
● Letter of Credit / Financial Support Documentation from Banking Institution ● CPA-Certified Financial Statements
● Applicable financial and corporate documentation supporting operational stability and business capacity
The submitted documentation demonstrates Nao Medical’s financial standing, operational continuity, and ability to support the services contemplated under this contract.

6. Experience and Technical Competence
A. Experience
Description of Experience, Technical and Professional Skills Relevant to the RFP Statcare Urgent & Walk In Medical Care PLLC DBA Nao Medical(“Nao Medical”) was founded in 2011 and has more than fourteen (14) years of experience administering and coordinating occupational health, workforce medical services, pre-employment medical examinations, occupational medicine services, and DOT and Non-DOT drug and alcohol testing programs for government agencies, municipalities, transportation entities, educational organizations, and private employers nationwide.

Nao Medical specializes in the administration and coordination of occupational health and workforce medical programs through a managed network of certified laboratories, occupational medicine providers, independent collection sites, urgent care centers, and occupational health clinic partners throughout the United States. Through this operational Packet Page. 1270
model, Nao Medical provides centralized oversight and administration of scheduling coordination, workforce medical examinations, occupational health screenings, laboratory coordination, Medical Review Officer (“MRO”) coordination, reporting management, compliance oversight, and operational support services.

Nao Medical currently supports occupational health and workforce medical programs for approximately 15–20 public-sector agencies and government organizations in addition to numerous private-sector employers nationwide. The organization has extensive experience supporting workforce medical programs involving regulated, safety-sensitive, and public-sector workforces requiring coordinated medical screening services, occupational health examinations, compliance oversight, and workforce testing administration.

The services administered and coordinated by Nao Medical include pre-employment and post-offer medical examinations, DOT and Non-DOT drug and alcohol testing, random testing administration, post-accident testing, fit-for-duty evaluations, respiratory examinations, pulmonary function testing (PFT/spirometry), audiometric testing, TB testing, respirator clearance evaluations, N95 fit testing, bloodwork, lead testing, occupational medicine examinations, chest x-rays, EKGs, vaccination and titer verification, and workforce medical compliance services. These services are substantially similar to the occupational health and pre-employment medical screening services requested by the City of San Bernardino under this RFP.

Nao Medical’s occupational health administration experience includes ongoing workforce medical and occupational health programs for agencies including the New York State Police, New York City Department of Probation, New York City Department of Parks and Recreation, New York City Department of Sanitation (“DSNY”), Administration for Children’s Services (“ACS”), New York City Taxi and Limousine Commission (“TLC”), New York City Department of Corrections, New York Thruway Authority, DSNY Enforcement Police Unit (“EPU”), Eastern Suffolk BOCES, multiple New Mexico state agencies, Fresno County in California, AC Transit in Contra Costa and Alameda Counties, multiple Idaho agencies under statewide contracts, Delaware Transit Corporation, and a recently awarded contract with a Texas Independent School District.

Nao Medical administers occupational health and workforce medical services utilizing laboratory partners including Quest Diagnostics, LabCorp, and Corporate Reference Laboratory (“CRL”), in addition to independent collection site partners, occupational medicine providers, urgent care organizations, and Medical Review Officer services coordinated through DRS MRO (Doctors Review Services). All partner laboratories and service providers maintain the licenses, certifications, and regulatory qualifications applicable Packet Page. 1271
to the services they perform, including SAMHSA-certified laboratory services where applicable.

Through its centralized operational model, Nao Medical manages scheduling coordination, workforce medical administration, operational oversight, partner site coordination,reporting workflows, quality assurance, compliance management, and communication support across multiple jurisdictions and service locations. This operational experience has provided Nao Medical with the technical and professional capability necessary to support the City of San Bernardino’s requirements for coordinated occupational health and pre-employment medical screening services.

Past Experience of Staff Assigned to Perform Similar Services Nao Medical’s proposed project leadership team has extensive experience administering, coordinating, and overseeing occupational health and workforce medical programs for public-sector agencies, municipalities, transportation entities, and regulated workforce organizations nationwide.

Usman Farooq, Lead Project Manager, oversees occupational health operations, workforce medical program administration, government contract coordination, and public-sector occupational health program management for Nao Medical. Mr. Farooq’s experience includes oversight of occupational health and drug and alcohol testing programs for agencies including the New York State Police, NYC Department of Probation, NYC Parks, DSNY, ACS, TLC, New Mexico state agencies, Fresno County, AC Transit, Delaware Transit Corporation, and additional statewide and municipal occupational health programs. His responsibilities include contract administration, operational oversight, compliance coordination, reporting management, partner site administration, workforce medical coordination, and escalation management.

Sharad Suri, Lead Project Administrator, manages workforce care coordination, scheduling administration, operational support, reporting coordination, and client communication workflows for occupational health programs administered by Nao Medical. Mr. Suri supports coordination between partner laboratories, occupational medicine providers, collection sites, Medical Review Officer organizations, operational personnel, and client representatives. His experience includes administrative coordination and operational support for government occupational health programs involving workforce medical examinations, DOT and Non-DOT testing programs, and occupational health service administration.

Michael Dominiak, Lead Medical Provider, oversees occupational health clinical operations, provider coordination, workforce medical examinations, and quality assurance support Packet Page. 1272
activities. Mr. Dominiak is a licensed Physician Assistant with emergency room and occupational health leadership experience involving occupational medicine coordination, provider oversight, workforce medical screening programs, and clinical operations management. His experience includes occupational health examination oversight, clinical coordination, workforce medical support services, and occupational health program administration.

Dr. Priti Jain, M.D., Chief Medical Officer, provides executive medical oversight and clinical leadership for Nao Medical’s healthcare and occupational health operations. Dr. Jain is dual board-certified in Internal Medicine and Emergency Medicine and oversees clinical quality assurance, provider management, medical compliance initiatives, and operational standards across Nao Medical’s workforce medical and occupational health programs. Dr. Jain’s experience includes executive oversight of occupational health operations, workforce medical compliance programs, provider supervision, and multi-site healthcare administration.

Collectively, the proposed project team has substantial experience supporting public-sector occupational health and workforce medical programs involving pre-employment examinations, occupational health screenings, DOT and Non-DOT drug and alcohol testing administration, compliance oversight, partner site coordination, workforce medicalreporting, and multi-site operational management.

Years in Business and Public Client Experience
Nao Medical was founded in 2011 and has more than fourteen (14) years of experience administering occupational health, workforce medical, and drug and alcohol testing programs for public-sector and private-sector organizations.

Nao Medical currently supports occupational health and workforce medical programs for approximately 15–20 government agencies and public-sector organizations across multiple states, including municipal agencies, transportation entities, law enforcement agencies, correctional organizations, educational institutions, and statewide government programs.

The organization has extensive experience supporting public-sector clients requiring occupational health examinations, workforce medical screening services, DOT and Non-DOT testing administration, regulatory compliance oversight, and coordinated workforce medical program management.

Nao Medical exceeds the minimum experience requirements identified within the RFP and maintains extensive experience administering services substantially similar to those requested by the City of San Bernardino.

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Local Experience and Knowledge of City
Nao Medical maintains operational experience within the State of California through ongoing occupational health and workforce medical service engagements involving Fresno County and AC Transit in Contra Costa and Alameda Counties. These programs include DOT and Non-DOT drug and alcohol testing administration, DOT physical examinations, occupational health coordination, workforce medical support services, agility testing, and regulated workforce testing administration for California public-sector organizations.

Nao Medical additionally maintains a managed network of occupational medicine providers, collection sites, laboratories, urgent care organizations, and occupational health clinic partners throughout California, including partnerlocations within San Bernardino County and surrounding service areas. Through this operational network, Nao Medical is capable of coordinating occupational health examinations, workforce medical services, laboratory testing, and related occupational health support services required under this RFP.

Nao Medical understands the operational and compliance requirements associated with California public-sector workforce medical programs, including occupational health coordination, regulated testing administration, workforce medical reporting, provider coordination, and compliance with applicable occupational health and workforce screening standards. Nao Medical’s current California operations and partner network provide the operational infrastructure necessary to support the City of San Bernardino’s occupational health and pre-employment medical screening requirements.

A detailed listing of partner service locations supporting the San Bernardino region has been included within the proposal.

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References
B. Project Specific Experience
Relevant Service Contract

1. AC Transit – Contra Costa and Alameda Counties, California (a) Role of the Firm
Nao Medical serves as the occupational health program administrator and service coordination provider responsible for the administration and coordination of workforce medical and DOT-related occupational health services through Nao Medical’s managed partner network within California.
(b) Dollar Value of Services
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Approximately $200,000+ annually.
(c) Dollar Value of Fee
Included within annual program administration and service coordination pricing structure. (d) Description of Services
Nao Medical administers and coordinates DOT and Non-DOT drug and alcohol testing services, DOT physical examinations, agility testing, workforce medical coordination, and occupational health support services for AC Transit personnel and applicants throughout Contra Costa and Alameda Counties, California.

Services include scheduling coordination, laboratory coordination, collection site administration, Medical Review Officer (“MRO”) coordination, workforce medical support, compliance administration, and operational oversight for safety-sensitive and regulated transit personnel.

Services are coordinated through Nao Medical’s managed network of independent occupational health clinics, urgent care providers, laboratories, and collection site partners located throughout the region.
(e) Staffing
The program is managed through Nao Medical’s centralized occupational health leadership and administration team, including the assigned project management team identified within this proposal, partner occupational medicine providers, certified collection personnel, laboratory partners, and Medical Review Officer services coordinated through DRS MRO. (f) Duration of Providing Services
January 2026 – Present
(g) Relationship to Client
Nao Medical serves as the occupational health program administrator and operational coordination provider responsible for end-to-end workforce medical and testing program administration.
(h) Client Contact Information
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Contact information available upon request.

2. Administration for Children’s Services (ACS) – New York City, New York (a) Role of the Firm
Nao Medical serves as the occupational health services provider and workforce medical program administrator supporting occupational health examinations, workforce medical services, and drug testing operations for agency personnel. (b) Dollar Value of Services
Approximately $1.8 million.
(c) Dollar Value of Fee
Included within contracted occupational health and workforce medical services pricing structure.
(d) Description of Services
Nao Medical provides workforce medical examinations, occupational health evaluations, physical examinations, drug testing services, and workforce medical coordination services for Administration for Children’s Services personnel and workforce programs.

Services include occupational health scheduling coordination, workforce medical administration, reporting management, laboratory coordination, compliance oversight, and workforce medical support services for agency personnel and applicants. Services are provided through Nao Medical-operated clinical locations and coordinated occupational health resources within New York City.
(e) Staffing
The program is administered through Nao Medical’s occupational health management and clinical operations team, including project management personnel, workforce medical coordinators, clinical providers, certified collection personnel, operational support staff, laboratory partners, and Medical Review Officer services coordinated through DRS MRO. (f) Duration of Providing Services
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2020 – Present
(g) Relationship to Client
Nao Medical serves as an occupational health and workforce medical services provider supporting agency workforce medical and occupational health operations. (h) Client Contact Information
Contact information available upon request.

3. Fresno County – California
(a) Role of the Firm
Nao Medical serves as the occupational health program administrator and testing coordination provider responsible for administration and coordination of workforce drug and alcohol testing services through Nao Medical’s managed California partner network. (b) Dollar Value of Services
Approximately $50,000+ annually.
(c) Dollar Value of Fee
Included within contracted occupational health and testing program pricing structure. (d) Description of Services
Nao Medical administers and coordinates DOT and Non-DOT drug and alcohol testing services for Fresno County personnel and workforce programs. Services include on-site and off-site collections, random testing program administration, laboratory coordination, Medical Review Officer (“MRO”) coordination, reporting management, chain-of-custody administration, and operational oversight forregulated workforce testing programs.

Services are coordinated through Nao Medical’s managed network of independent occupational health providers, laboratories, collection sites, and urgent care partners throughout the region.
(e) Staffing
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The program is managed through Nao Medical’s centralized occupational health administration team, including project management personnel, administrative coordinators, laboratory partners, certified collection personnel, partner occupational health providers, and Medical Review Officer services coordinated through DRS MRO. (f) Duration of Providing Services
January 2025 – Present
(g) Relationship to Client
Nao Medical serves as the occupational health program administrator and operational coordination provider responsible for workforce testing administration and occupational health program coordination.
(h) Client Contact Information
Contact information available upon request.

6.b.(ii) Disclosure Statement
Nao Medical certifies that neither the organization nor its principals have experienced any of the following circumstances that would materially affect the organization’s ability to successfully perform the services requested under this RFP:
● Failure to enterinto a contract or professional services agreement once selected; ● Withdrawal of a proposal due to error;
● Termination orfailure to complete a contract for cause; ● Debarment by any municipal, county, state,federal, orlocal agency; ● Conviction related to bid rigging, collusion, restrictive competition practices, or violations offederal or state laws related to bidding or contract performance; ● Falsification of information or submission of deceptive orfraudulent statements in connection with a contract;
● Knowing concealment of deficiencies in prior contract performance; or ● Willful disregard for applicable laws,regulations, or professionalrequirements.

Nao Medical is not aware of any litigation, arbitration, mediation, or regulatory matter that would materially impair the organization’s ability to perform the services requested under this RFP.

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C. Technical Competence
In-House Resources and Operational Infrastructure
Nao Medical maintains the in-house administrative, operational, and technology resources necessary to coordinate and manage occupational health, workforce medical screening, and drug and alcohol testing programs for public-sector clients. Nao Medical utilizes its proprietary Nao Medical Portal to support scheduling coordination, reporting management, service tracking, client communication, administrative oversight, and operational monitoring across multiple service locations and partner providers.

The Nao Medical Portal allows Nao Medical’s occupational health team to manage service requests, track appointment activity, coordinate reporting workflows, monitor service status, maintain operational oversight, and communicate with client representatives, laboratories, Medical Review Officer (“MRO”) providers, and partner service locations. The platform supports centralized administration and coordination of occupational health services across Nao Medical’s managed network of laboratories, occupational medicine providers, urgent care centers, and independent collection site partners.

Nao Medical’s partner service locations and operational providers maintain the computer systems, technical infrastructure, equipment, and operational capabilities necessary to support occupational health examinations, workforce medical services, laboratory coordination, electronic reporting workflows, and secure transmission of records and testing information. Partner providers and laboratories are integrated into Nao Medical’s operational coordination process through electronic communication workflows, secure reporting procedures, scheduling coordination systems, and standardized reporting protocols.

Nao Medical additionally maintains internal operational resources for account management, contract administration, quality assurance, compliance coordination, billing support, reporting oversight, client communication, and workforce medical program administration.

This operational infrastructure supports centralized oversight, standardized coordination, and efficient administration of occupational health and workforce medical programs for public-sector clients.

Laboratory, MRO, and Compliance Resources
Nao Medical coordinates laboratory services through established national laboratory partners, including Quest Diagnostics, LabCorp, and Corporate Reference Laboratory (CRL).

These partners maintain applicable certifications, licenses, and regulatory approvals required Packet Page. 1280
for the services performed, including SAMHSA-certified laboratory capabilities where applicable.

Nao Medical coordinates Medical Review Officer services through DRS MRO / Doctors Review Services, an MRO organization with multiple certified MRO physicians. This supports compliant review and reporting of DOT and Non-DOT drug testing results.

Nao Medical’s technical resources support chain-of-custody management, regulated testing coordination, laboratory result tracking, MRO coordination, and secure reporting workflows.

Ability to Draw Upon Multi-Disciplinary Staff
Nao Medical has the ability to draw upon a multi-disciplinary network of occupational health professionals, licensed clinicians, certified specimen collectors, laboratory personnel, Medical Review Officers, administrative coordinators, urgent care providers, and occupational medicine clinic partners to address the services requested in this RFP.

This network allows Nao Medical to support pre-employment physical examinations, occupational health screenings,respiratory evaluations, audiometric testing, spirometry, drug and alcohol testing, laboratory testing, lead testing, x-rays, EKGs, musculoskeletal screenings, fit testing, and other workforce medical services required by the City.

Technical Capacity to Support the City
Nao Medical’s technical competence is based on its ability to combine centralized program administration with qualified partner providers and certified laboratory resources. This structure allows Nao Medical to manage occupational health programs across multiple jurisdictions while maintaining consistent oversight, reporting, compliance coordination, and quality control.

Nao Medical’s experience supporting public-sector agencies, transportation entities, law enforcement organizations, municipal departments, and statewide programs demonstrates its ability to provide the technical and administrative capacity required to support the City of San Bernardino’s pre-employment medical screening services.

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7. Proposed Method to Accomplish Work
Technical and Management Approach
Nao Medical’s technical and management approach is designed to provide the City of San Bernardino with responsive, compliant, and centrally coordinated occupational health and pre-employment medical screening services through a managed network of occupational medicine providers, laboratories, independent collection sites, urgent care centers, and occupational health clinic partners throughout California, including partner locations within San Bernardino County and surrounding service areas.

Nao Medical will serve as the primary administrative and operational coordinatorresponsible for scheduling coordination, occupational health administration, partner site coordination, laboratory coordination, Medical Review Officer (“MRO”) coordination, reporting management, quality assurance oversight, and workforce medical program administration associated with the contract. Through this centralized management structure, Nao Medical will oversee all operational workflows and maintain direct accountability for service coordination,reporting, compliance oversight, and overall contract administration.

Nao Medical’s technical approach utilizes the proprietary Nao Medical Portal to support scheduling coordination, operational tracking, reporting management, communication workflows, and workforce medical administration. The portal supports centralized coordination between Nao Medical personnel, laboratories, occupational medicine providers, collection sites, MRO providers, and authorized City representatives. The system allows for electronic coordination of service requests,reporting workflows, medical clearance reporting, service tracking, and secure transmission ofrecords and workforce medical documentation.

Nao Medical’s approach is designed to support the operational goals of the City by providing timely scheduling coordination, efficient workforce medical processing, compliant occupational health administration, centralized reporting oversight, and responsive operational support. Nao Medical’s management structure and partner network model provide the flexibility and operational capacity necessary to support multiple service types, fluctuating service volumes, and varying occupational health requirements while maintaining centralized oversight and standardized coordination procedures. A detailed listing of proposed service locations and operating hours is included within the proposal appendices.

Appointment Scheduling and Service Coordination
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Nao Medical will coordinate appointment scheduling and occupational health service administration through the Nao Medical Portal and centralized occupational health coordination processes. Authorized City representatives may submit service requests electronically through the portal or through designated communication channels coordinated by Nao Medical’s occupational health team.

Nao Medical will coordinate scheduling and applicant routing based on the required examination or testing protocol, geographic location, operational availability, and service capabilities of participating partner locations. Certain partner sites are capable of providing comprehensive occupational health services while other locations may provide limited or specialized services. Nao Medical will ensure applicants are scheduled at the appropriate location based on the services required by the City.

Nao Medical will coordinate services in accordance with the scheduling and turnaround expectations identified within the RFP, including appointment availability within required timeframes and efficient coordination of workforce medical examinations and occupational health screening services.

Pre-Employment and Post-Offer Medical Examinations
Nao Medical will coordinate and administer pre-employment and post-offer medical examinations consistent with the requirements identified within Exhibit A of the RFP.

Occupational health examinations and workforce medical screening services will be performed through qualified occupational medicine providers and clinical personnel within Nao Medical’s managed provider network.

Services coordinated under the contract may include physical examinations, medical history review, vital signs assessment, vision testing, color vision testing, hearing testing, urinalysis, musculoskeletal screening, respirator evaluations, pulmonary function testing, chest x-rays, EKGs, TB testing, bloodwork, lead testing, immunization and titer verification, fit testing, and additional occupational health screening services required under the RFP.

Nao Medical will coordinate physician review, medical clearance determinations, occupational health documentation, and workforce medical reporting associated with required examinations and screening services.

Occupational Health and Environmental Health Services
Nao Medical will coordinate occupational health and environmental health services required under the contract through qualified occupational medicine providers, laboratories, and Packet Page. 1283
partner occupational health facilities. Services will be administered in accordance with applicable occupational health standards, testing protocols, and regulatory requirements.

Occupational health services coordinated under the contract may include:
● Vision and color vision testing
● Audiometric testing and hearing evaluations
● Urinalysis
● Chest x-rays
● Electrocardiograms (EKGs)
● Pulmonary function testing (PFT/spirometry)
● Respiratory evaluations
● Tuberculosis (TB) testing
● Respirator medical clearance evaluations
● N95 fit testing
● Vaccination and titer verification
● Bloodwork and laboratory testing
● Lead testing
● Musculoskeletal screening examinations
● Occupational medicine evaluations and related workforce medical services Nao Medical will coordinate scheduling, laboratory processing, reporting workflows, and medical documentation associated with these services through its occupational health administration model and partner provider network.

DOT and Non-DOT Drug and Alcohol Testing Administration Nao Medical has extensive experience administering and coordinating DOT and Non-DOT drug and alcohol testing programs for public-sector agencies, transportation entities, municipalities, and regulated workforce programs nationwide. Under the contract, Nao Medical will coordinate drug and alcohol testing services through certified laboratories, qualified collection sites, and Medical Review Officer services consistent with applicable regulatory and workforce testing requirements.

Services coordinated under the contract may include pre-employment testing, random testing administration, post-accident testing, reasonable suspicion testing, return-to-duty testing,follow-up testing, and additional workforce testing services requested by the City.

Nao Medical will coordinate specimen collection services, laboratory processing, chain-of-custody procedures, MRO review services, reporting workflows, and workforce Packet Page. 1284
testing administration through its established laboratory and occupational health partner network. Laboratory services will be coordinated through nationally recognized laboratory partners including Quest Diagnostics, LabCorp, and Corporate Reference Laboratory (“CRL”), including SAMHSA-certified laboratory services where applicable.

Medical Review Officer services will be coordinated through DRS MRO (Doctors Review Services), an independent MRO organization consisting of certified Medical Review Officers and qualified review personnel.

Records Management and Reporting
Nao Medical will maintain secure operational and reporting procedures associated with occupational health examinations, workforce medical services, and drug and alcohol testing programs administered under the contract. Reporting coordination, medical documentation, workforce medical clearance information, and occupational health records will be managed through secure operational workflows and the Nao Medical Portal.

Nao Medical will provide workforce medical documentation, medical clearance information, and testing-related reporting through secure reporting procedures and electronic reporting workflows. Authorized City representatives will have access to reporting and operational information through the portal and associated communication workflows coordinated by Nao Medical.

Nao Medical will maintain records and reporting procedures in accordance with applicable confidentiality, HIPAA, occupational health, and workforce medical recordkeeping requirements.

Quality Assurance and Compliance Oversight
Nao Medical maintains centralized operational oversight and quality assurance procedures designed to support compliant and consistent administration of occupational health and workforce medical services across all participating partner providers and operational locations.

Nao Medical oversees coordination between laboratories, occupational medicine providers, collection sites, Medical Review Officer organizations, and occupational health personnel to support compliance with applicable DOT requirements, chain-of-custody standards, occupational medicine protocols, workforce medical screening requirements, and reporting procedures.

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Nao Medical additionally monitors scheduling coordination,reporting workflows, operational responsiveness, provider coordination, and workforce medical administration activities to support timely and compliant service delivery under the contract.

First-Year Schedule of Tasks, Milestones, and Deliverables Phase Estimated
Timeline
Tasks / Milestones Deliverables
Contract
Initiation
Weeks 1–2 Contract execution, operational
kickoff, primary contact coordination
Contract
implementation
initiation
Operational Setup Weeks 1–3 Portal coordination setup,reporting workflow confirmation, partner site
coordination
Operational workflow
readiness
Service
Coordination
Launch
Weeks 2–4 Scheduling activation, workforce
medical coordination,reporting
initiation
Active service
administration
Ongoing Service
Administration
Ongoing
Throughout
Year 1
Occupational health examinations,
testing coordination,reporting
management, compliance oversight
Ongoing occupational
health and workforce
medical services
Operational
Review and
Coordination
Quarterly Review of scheduling coordination,
service responsiveness,reporting
workflows, operational performance
Operationalreview
and coordination
updates
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Additional Recommended Operational Considerations
Nao Medical recommends ongoing operational coordination and periodic service reviews throughout the contract term to support scheduling efficiency, reporting responsiveness, operational consistency, and workforce medical program administration. Nao Medical can coordinate periodic operational reviews, service utilization discussions, and workflow evaluations with the City to support continued operational efficiency and effective occupational health program administration throughout the duration of the contract.

Appendix – California & San Bernardino Area Service Locations Site Name Address Hours
EXAM PROFESSIONALS INC. DBA

DOT EXAM PROFESSIONALS
1894 Commercenter W, Suite
106, San Bernardino, CA
92408
Mon–Fri: 9:00 AM – 4:00
PM
COMP – Central Occ Med Providers –
San Bernardino
295 E Caroline St, Suite D1,
San Bernardino, CA 92408
Mon–Fri: 9:00 AM – 6:00
PM
Metropolitan Industrial Medical
Clinic – Fontana
10444 Live Oak Ave, Fontana,
CA 92337
Mon–Fri: 7:00 AM – 4:00
PM
Agile Occupational Medicine –
Riverside
3579 Arlington Ave, Suite
300, Riverside, CA 92506
Mon–Fri: 8:00 AM – 5:00
PM
Universal Point Clinics 1236 Brooks St, Ontario, CA
91762
Mon–Fri: 7:30 AM – 6:00
PM
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DISA Ontario – Real Occupational
Testing Services (ROTS)
1910 S Archibald Ave, Suite
E, Ontario, CA 91761
Mon–Fri: 8:00 AM – 12:30
PM / 1:30 PM – 4:30 PM
COMP – Central Occ Med Providers –
Riverside
4300 Central Ave, Riverside,
CA 92506
Open 24/7
COMP – Central Occ Med Providers –
Moreno Valley
13800 Heacock St, Suite
C136, Moreno Valley, CA
92553
Mon–Fri: 9:00 AM – 6:00
PM
COMP – Central Occ Med Providers –
Ontario
59 S Milliken Ave, Suite 100,
Ontario, CA 91761
Mon–Fri: 9:00 AM – 6:00
PM
COMP – Central Occ Med Providers –
Corona
1690 W 6th St, Suite K,
Corona, CA 92882
Mon–Fri: 9:00 AM – 5:00
PM
Desert Valley Medical Group –
Victorville
12401 Hesperia Rd, Suite 9,
Victorville, CA 92395
Mon–Fri: 7:00 AM – 6:00
PM
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In addition, Nao Medical provides a dedicated account manager, a responsive call center, and a concierge team available throughout the term of service to assist with scheduling, issue resolution, and client support.

8. Insurance
Nao Medical acknowledges and agrees to comply with the insurance requirements identified within Exhibit “B” of the Agreement. Upon contract award, Nao Medical will provide certificates of insurance and supporting documentation demonstrating compliance with all required insurance coverages, limits, endorsements, and applicable contractual insurance obligations required by the City of San Bernardino.

9. Litigation
Nao Medical has not been involved in any material litigation, arbitration, or claims within the last five (5) years that would adversely affect the organization’s ability to perform the services requested under this RFP. Nao Medical is not aware of any pending legal action orregulatory Packet Page. 1289
matter that would materially impair its operational capacity, financial stability, or ability to fulfill contractual obligations associated with this project.

10. Other Information

10.a. Record of Efficient Staffing and Timely Project Completion Nao Medical has extensive experience administering occupational health, workforce medical screening, and drug and alcohol testing programs for public-sector agencies, municipalities, transportation entities, and statewide organizations nationwide. Through its centralized occupational health administration model and managed partner network, Nao Medical has successfully coordinated high-volume occupational health programs while maintaining scheduling responsiveness, reporting efficiency, operational oversight, and compliance with client requirements.

Nao Medical’s operational structure allows the organization to efficiently coordinate staffing resources, provider scheduling, laboratory workflows, reporting administration, and occupational health services across multiple locations while maintaining centralized accountability and contract oversight. Nao Medical has successfully supported workforce medical and occupational health programs for agencies including the New York State Police, Administration for Children’s Services, New York City Department of Sanitation, AC Transit, Fresno County, and multiple statewide government entities.

10.b. Community Involvement
Nao Medical is committed to supporting community health initiatives, workforce wellness, and public-sector healthcare accessibility. Through its healthcare and occupational health operations, Nao Medical supports government agencies, municipalities, educational organizations, transportation entities, and public-sector employers by providing workforce medical services and occupational health support programs designed to promote employee health, workplace safety, and regulatory compliance.

Nao Medical additionally participates in healthcare outreach efforts and collaborates with healthcare providers, laboratories, occupational medicine professionals, and workforce organizations to support accessible healthcare and occupational health services within the communities it serves.

10.c. Previous Involvement with the City
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Nao Medical has not previously held a contract with the City of San Bernardino. However, Nao Medical maintains operational experience within California through current occupational health and workforce medical programs supporting public-sector agencies and transportation entities within the state, including AC Transit and Fresno County.

Nao Medical additionally maintains partner occupational health and collection site coverage throughout California, including locations within San Bernardino County and surrounding service areas.

10.d. Conflict of Interest Statement
Nao Medical certifies that no actual or potential conflict ofinterest exists in connection with the services to be provided under this RFP. Nao Medical is not aware of any financial, organizational, contractual, or personal interest that would interfere with the organization’s ability to provide impartial, objective, and professional services to the City of San Bernardino.

11. Certification of Proposal
“The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal(RFP), and to be bound by the terms and conditions of the RFP.”
Statcare Urgent & Walk In Medical Care PLLC
DBA Nao Medical
Authorized Representatives:

Usman Farooq
Lead Project Manager / Authorized Representative
Dr. Priti Jain, M.D.

Chief Executive Officer
135 Mineola Boulevard
Mineola, NY 11501
929-552-2218
[email protected]
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Conclusion
Nao Medical appreciates the opportunity to submit this proposal to the City of San Bernardino for Pre-Employment Medical Screening and Occupational Health Services. Nao Medical’s extensive experience administering occupational health and workforce medical programs for municipalities, public-sector agencies, transportation entities, and statewide organizations demonstrates the organization’s capability to successfully support the City’s operational and occupational health objectives.

Through its centralized occupational health administration model, proprietary reporting and scheduling infrastructure, certified laboratory partnerships, Medical Review Officer resources, and managed network of occupational medicine providers and occupational health service locations throughout California, Nao Medical is prepared to provide responsive, compliant, and professionally managed occupational health services in accordance with the requirements of the RFP.

Nao Medical looks forward to the opportunity to partner with the City of San Bernardino and provide efficient, coordinated, and high-quality occupational health and workforce medical support services throughout the term of the contract.

Thank you for your consideration.

Nao Medical Team
Priti Jain MD
CEO Nao Medical
917-801-2323
[email protected]
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EXHIBIT A

PROPOSED SCOPE OF SERVICES/SCHEDULE OF CHARGES
The City of San Bernardino is requesting proposals for (Pre-employment Screening Services).

The vendor will furnish all materials, permits, supervision, and incidentals as necessary to perform and complete the requested services. The City is seeking proposals for professional services from a qualified firm in supporting their pre-employment screening services. Please review the following line items below:

1. Pre-employment medical examinations and evaluations for perspective employees.

The objectives of the City pre-employment exam process are to ensure that all candidates for City employment are, a) medically capable to perform job duties, b) not placed in positions that can aggravate existing medical conditions or create hazards to themselves or others, and c) permit maximum accommodation of individuals with disabilities. Physiologic measures required of all applicants will include, but may not be limited to: blood pressure, pulse, respiration, temperature, height, weight, visual acuity (corrected and/or uncorrected), color vision, and urinalysis.

The City of San Bernardino is requesting proposals for post-offer/pre-employment physical examination process designed to examine all candidates for City employment to determine their ability to perform prospective job duties. Additionally, the City would like to prevent any spread of communicable disease and discover any existing medical conditions that may create hazards to the individual or others in a particular work assignment.

Contractor must provide the services listed below. Administrative and supportive tasks are required to be performed at no additional charge to the City.

A. Post-Offer/Pre-Employment Physical Examination Services.

Contractor must conduct medical examinations according to accepted industry and medical standards and according to physical examination protocols determined by the City listed below:
1) Such protocols must be in accordance with:
a) Current POST (Peace Officer Standards and Training) regulations, in continuity with California Government Code 1031(f) and Commission Regulation 1954, requires all California peace officers undergo a medical examination conducted by a licensed physician and surgeon;
b) The Americans with Disabilities Act of 1990;
c) Joint Commission on the Accreditation of Healthcare Organizations; d) The objectives of the City pre-employment examination process, which are to ensure that all candidates for the City employment are:
2) Medically capable of performing job duties;
3) Not placed in positions that can create hazards to themselves or others; B. The examination components for various job classifications as approved by the City.

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2. Occupational/environmental health exams and evaluations (e.g., respiratory, hearing etc.).

1. Physiological measurements required of non- sedentary job applicants that include, but may not be limited to blood pressure, pulse, respiration, temperature, height, weight, visual acuity (corrected and/or uncorrected), color vision, hearing and urinalysis.

2. Such job-specific examinations of candidates and employees are to be based on the City’s position- specific examination protocols.
a) Such screenings and examinations may include, but may not be limited to providing:
i. Chest x-ray;
ii. Electrocardiogram (EKG);
iii. Musculoskeletal screening with emphasis on back and knees for all applicants for jobs requiring heavy work;
iv. Tuberculosis screening for applicants in specific job classifications; v. Proof from applicants of immunity to measles, rubella, rubeola, varicella, hepatitis B, and tetanus for specific job classifications that require such proof.

Applicants without such proof may be tested and/or immunized by the medical provider or by medical provider of their choice at their own expense; vi. Examinations of Safety personnel per City protocol, following Peace Officers Standards and Training (P.O.S.T.) guidelines;
vii. Bloodwork for testing glucose, lead, or other applicable blood component levels required;
viii. Hearing and vision testing; and
ix. Respiratory Clearance (Pulmonary Function Test/Spirometry):
a. To help ensure your employees are physically able to work safely with a respirator, we offer respirator clearance medical examinations. As required by the Occupational Safety and Health Administration (OSHA), clearance takes place before fit testing or training for respirator use. The assessment includes:
i. Physician or registered nurse review of respirator questionnaire ii. Focused occupational and medical history
iii. N-95 fit testing
iv. Focused physical examination
v. Spirometry
vi. Physician interpretation and written clearance
b. Examinations comply with regulatory agencies (federal, state, and local), accreditation agencies, and the Center for Disease Control and Prevention (CDC)/National Institute for Occupational Safety and Health (NIOSH) guidelines. If the physician identifies potential risk factors for the employee in the respirator questionnaire, the patient history or examination, other tests, such as exercise stress testing, may be Packet Page. 1294