Mayor and City Council
June 17, 2026

RFP F-26-1054

PRE-EMPLOYMENT

MEDICAL

SCREENING

SERVICES

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.

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

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

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.

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. Other Information 35

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

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

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

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.

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

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

partner

locations

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.

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.

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

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

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

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

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

medical

reporting,

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.

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

partner

locations

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.

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

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

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

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

for

regulated

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

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 enter into a contract or professional services agreement once selected; ● Withdrawal of a proposal due to error; ● Termination or failure to complete a contract for cause; ● Debarment by any municipal, county, state, federal, or local agency; ● Conviction related to bid rigging, collusion, restrictive competition practices, or violations

of

federal

or

state

laws

related

to

bidding

or

contract

performance;
● Falsification of information or submission of deceptive or fraudulent statements in connection

with

a

contract;
● Knowing concealment of deficiencies in prior contract performance; or ● Willful disregard for applicable laws, regulations, or professional requirements.

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.

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

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.

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 coordinator responsible 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

of

records

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

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

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

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.

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 Operational review and coordination updates

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

DISA Ontario – Real Occupational Testing Services (ROTS) 1910 S Archibald Ave, Suite E, Ontario, CA 91761 Mon–Fri: 8:00 AM – 12:30PM / 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

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

or

regulatory

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

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 of interest 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]

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]

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 po sitions 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.

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

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

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: __________________________________________

_________________________________________________________________________

If Bidder can provide additional services that are related to the services above, but not mentioned in this section, please list the additional services and detail how they will be beneficial to the city

BIDDER’S RESPONSE:

Drug and Alcohol Testing Services - Prices provided in the cost proposal

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: ___________________
Statcare Urgent & Walk In Medical Care
PLLC dba Nao Medical 929-552-2218
135 Mineola Boulevard, Mineola, New York, 11501
5-12-2026
Priti Jain MD CEO
202465112420
Limited Liability Company Name
Limited Liability Company Name STATCARE URGENT & WALK IN MEDICAL CARE PLLC California Alternate Name Nao Medical LLC
Jurisdiction
Limited Liability Company is Formed in NEW YORK
Authority Statement
This LLC currently has powers and privileges to conduct business in the state, foreign country or other jurisdiction entered above.

Street Address of Principal Office of LLC
Principal Address 2108 N STSTE NSACRAMENTO, CA 95816
Mailing Address of LLC
Mailing Address 2108 N STSTE NSACRAMENTO, CA 95816
Attention
Street Address of California Office of LLC
Street Address of California Office None
Agent for Service of Process
I certify the selected California Registered Corporate Agent (1505) has agreed to serve as the Agent for Service of Process for this entity.

California Registered Corporate Agent (1505) NORTHWEST REGISTERED AGENT, INC.Registered Corporate 1505 Agent Consent to Service of Process
The Secretary of State is appointed as the agent of the foreign (out-of-state) limited liability company for service of process if the agent has resigned and has not been replaced or if the agent cannot be found or served with the exercise of reasonable diligence.

Consent to service of process extends to service of process directed to the foreign (out-of-state) limited liability company’s agent in this state for a search warrant issued pursuant to California Penal Code section 1524.2, or for any other validly issued and properly served search warrant, for records or documents that are in the possession of the foreign (out-of-state) limited liability company and are located inside or outside of this state. This shall apply to a foreign (out-of-state) limited liability company that is a party or a nonparty to the matter for which the search warrant is sought. For purposes of this consent “properly served” means delivered by hand, or in a manner reasonably allowing for proof of delivery if delivered by United States mail, overnight delivery service, facsimile, or any other means specified by the foreign (out-of-state) limited liability company, including email or submission via an Internet Web portal, the foreign (out-of-state) limited liability company has designated for the purpose of service of process.

STATE OF CALIFORNIAOffice of the Secretary of StateREGISTRATION OUT-OF-STATE LIMITED LIABILITY COMPANY California Secretary of State
1500 11th Street
Sacramento, California 95814
(916) 657-5448
B3331-5999 01/08/2025 10:56 AM Received by California Secretary of State

For Office Use Only
-FILED-
File No.: 202465112420
Date Filed: 1/8/2025
Electronic Signature
By signing, I affirm under penalty of perjury that the information herein is true and correct and that I am authorized to sign on behalf of the out-of-state LLC.

Nat Smith
Signature
01/08/2025
Date
B3331-6000 01/08/2025 10:56 AM Received by California Secretary of State

STATE OF NEW YORK

DEPARTMENT OF STATE

Certificate of Status

I, WALTER T. MOSLEY, Secretary of State of the State of New York and custodian of the records required by law to be filed in my office, do hereby certify that upon a diligent examination of the records of the Department of State, as of the date and time of this certificate, the following entity information is reflected:

Entity Name: STATCARE URGENT & WALK IN MEDICAL CARE PLLC DOS ID Number: 4089550
Entity Type: DOMESTIC PROFESSIONAL SERVICE LIMITED LIABILITY COMPANY Entity Status: EXISTING
Date of Initial Filing with DOS:05/04/2011
NY
Statement Status: CURRENT
Statement Due Date: 05/31/2025
NY
No information is available from this office regarding the financial condition, business activity or practices of this entity.

WITNESS my hand and official seal of the Department of State, at the City of Albany, on October 14, 2024 at 09:34 A.M.

WALTER T. MOSLEY Secretary of State
BRENDAN C. HUGHES Executive Deputy Secretary of State

Authentication Number: 100006755550 To Verify the authenticity of this document you may access theAuthentication Number: 100006755550 To Verify the authenticity of this document you may access theAuthentication Number: 100006755550 To Verify the authenticity of this document you may access theAuthentication Number: 100006755550 To Verify the authenticity of this document you may access the Division of Corporation's Document Authentication Website at Division of Corporation's Document Authentication Website at Division of Corporation's Document Authentication Website at Division of Corporation's Document Authentication Website at http://ecorp.dos.ny.govhttp://ecorp.dos.ny.govhttp://ecorp.dos.ny.govhttp://ecorp.dos.ny.gov B3331-6001 01/08/2025 10:56 AM Received by California Secretary of State

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.