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Home My WebLink About536664 GLOBAL SHE SOLUTIONS LLC - CONTRACT - RFP - 7589 SAFETY PROGRAM ASSESSMENTSERVICES AGREEMENT THIS AGREEMENT made and entered into the day and year set forth below by and between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter referred to as the "City" and GLOBAL SHE SOLUTIONS LLC, hereinafter referred to as "Service Provider". WITNESSETH: In consideration of the mutual covenants and obligations herein expressed, it is agreed by and between the parties hereto as follows: 1. Scope of Services. The Service Provider agrees to provide services in accordance with the scope of services attached hereto as Exhibit "A", consisting of one (1) page and incorporated herein by this reference. 2. Time of Commencement and Completion of Services. The services to be performed pursuant to this Agreement shall be initiated within five (5) days following execution of this Agreement. Services shall be completed no later than May1, 2014. Time is of the essence. Any extensions of the time limit set forth above must be agreed upon in a writing signed by the parties. 3. Delay. If either party is prevented in whole or in part from performing its obligations by unforeseeable causes beyond its reasonable control and without its fault or negligence, then the party so prevented shall be excused from whatever performance is prevented by such cause. To the extent that the performance is actually prevented, the Service Provider must provide written notice to the City of such condition within fifteen (15) days from the onset of such condition. 4. Early Termination by City/Notice. Notwithstanding the time periods contained herein, the City may terminate this Agreement at any time without cause by providing written notice of Services Agreement 7589 Safety Program Assessment Page 1 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA termination to the Service Provider. Such notice shall be delivered at least fifteen (15) days prior to the termination date contained in said notice unless otherwise agreed in writing by the parties. All notices provided under this Agreement shall be effective when mailed, postage prepaid and sent to the following addresses: Service Provider: City: Copy to: Global SHE Solutions LLC Attn: Kelly Bernish 15 Cove View Court Cocoa Beach, FL 32931 City of Fort Collins Attn: Lance Murray PO Box 580 Fort Collins, CO 80522 City of Fort Collins Attn: Purchasing Dept. PO Box 580 Fort Collins, CO 80522 In the event of early termination by the City, the Service Provider shall be paid for services rendered to the date of termination, subject only to the satisfactory performance of the Service Provider's obligations under this Agreement. Such payment shall be the Service Provider's sole right and remedy for such termination. 5. Contract Sum. The City shall pay the Service Provider a fixed fee for the performance of this Contract, subject to additions and deletions provided herein, Twenty-Four Thousand Five Hundred Ninety Dollars ($24,590). This fixed fee includes all travel and project expenses. 6. City Representative. The City will designate, prior to commencement of the work, its representative who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the services provided under this agreement. All requests concerning this agreement shall be directed to the City Representative. 7. Independent Service provider. The services to be performed by Service Provider are those of an independent service provider and not of an employee of the City of Fort Collins. The City shall not be responsible for withholding any portion of Service Provider's compensation hereunder for the payment of FICA, Workmen's Compensation or other taxes or benefits or for any other purpose. Services Agreement 7589 Safety Program Assessment Page 2 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA 8. Subcontractors. Service Provider may not subcontract any of the Work set forth in the Exhibit A, Statement of Work without the prior written consent of the city, which shall not be unreasonably withheld. If any of the Work is subcontracted hereunder (with the consent of the City), then the following provisions shall apply: (a) the subcontractor must be a reputable, qualified firm with an established record of successful performance in its respective trade performing identical or substantially similar work, (b) the subcontractor will be required to comply with all applicable terms of this Agreement, (c) the subcontract will not create any contractual relationship between any such subcontractor and the City, nor will it obligate the City to pay or see to the payment of any subcontractor, and (d) the work of the subcontractor will be subject to inspection by the City to the same extent as the work of the Service Provider. 9. Personal Services. It is understood that the City enters into the Agreement based on the special abilities of the Service Provider and that this Agreement shall be considered as an agreement for personal services. Accordingly, the Service Provider shall neither assign any responsibilities nor delegate any duties arising under the Agreement without the prior written consent of the City. 10. Acceptance Not Waiver. The City's approval or acceptance of, or payment for any of the services shall not be construed to operate as a waiver of any rights or benefits provided to the City under this Agreement or cause of action arising out of performance of this Agreement. 11. Warranty. a. Service Provider warrants that all work performed hereunder shall be performed with the highest degree of competence and care in accordance with accepted standards for work of a similar nature. Services Agreement 7589 Safety Program Assessment Page 3 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA b. Unless otherwise provided in the Agreement, all materials and equipment incorporated into any work shall be new and, where not specified, of the most suitable grade of their respective kinds for their intended use, and all workmanship shall be acceptable to City. c. Service Provider warrants all equipment, materials, labor and other work, provided under this Agreement, except City-furnished materials, equipment and labor, against defects and nonconformances in design, materials and workmanship/workwomanship for a period beginning with the start of the work and ending twelve (12) months from and after final acceptance under the Agreement, regardless whether the same were furnished or performed by Service Provider or by any of its subcontractors of any tier. Upon receipt of written notice from City of any such defect or nonconformances, the affected item or part thereof shall be redesigned, repaired or replaced by Service Provider in a manner and at a time acceptable to City. 12. Default. Each and every term and condition hereof shall be deemed to be a material element of this Agreement. In the event either party should fail or refuse to perform according to the terms of this agreement, such party may be declared in default thereof. 13. Remedies. In the event a party has been declared in default, such defaulting party shall be allowed a period of ten (10) days within which to cure said default. In the event the default remains uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek damages; (b) treat the Agreement as continuing and require specific performance; or (c) avail himself of any other remedy at law or equity. If the non-defaulting party commences legal or equitable actions against the defaulting party, the defaulting party shall be liable to the non-defaulting party for the non-defaulting party's reasonable attorney fees and costs incurred because of the default. Services Agreement 7589 Safety Program Assessment Page 4 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA 14. Binding Effect. This writing, together with the exhibits hereto, constitutes the entire agreement between the parties and shall be binding upon said parties, their officers, employees, agents and assigns and shall inure to the benefit of the respective survivors, heirs, personal representatives, successors and assigns of said parties. 15. Indemnity/Insurance. a. The Service Provider agrees to indemnify and save harmless the City, its officers, agents and employees against and from any and all actions, suits, claims, demands or liability of any character whatsoever brought or asserted for injuries to or death of any person or persons, or damages to property arising out of, result from or occurring in connection with the performance of any service hereunder. b. The Service Provider shall take all necessary precautions in performing the work hereunder to prevent injury to persons and property. c. Without limiting any of the Service Provider's obligations hereunder, the Service Provider shall provide and maintain insurance coverage naming the City as an additional insured under this Agreement of the type and with the limits specified within Exhibit B, consisting of one (1) page, attached hereto and incorporated herein by this reference. The Service Provider before commencing services hereunder, shall deliver to the City's Director of Purchasing and Risk Management, P. O. Box 580 Fort Collins, Colorado 80522 one copy of a certificate evidencing the insurance coverage required from an insurance company acceptable to the City. 16. Entire Agreement. This Agreement, along with all Exhibits and other documents incorporated herein, shall constitute the entire Agreement of the parties. Covenants or representations not contained in this Agreement shall not be binding on the parties. Services Agreement 7589 Safety Program Assessment Page 5 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA 17. Law/Severability. The laws of the State of Colorado shall govern the construction interpretation, execution and enforcement of this Agreement. In the event any provision of this Agreement shall be held invalid or unenforceable by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable any other provision of this Agreement. 18. Prohibition Against Employing Illegal Aliens. Pursuant to Section 8-17.5-101, C.R.S., et. seq., Service Provider represents and agrees that: a. As of the date of this Agreement: 1. Service Provider does not knowingly employ or contract with an illegal alien who will perform work under this Agreement; and 2. Service Provider will participate in either the e-Verify program created in Public Law 208, 104th Congress, as amended, and expanded in Public Law 156, 108th Congress, as amended, administered by the United States Department of Homeland Security (the “e-Verify Program”) or the Department Program (the “Department Program”), an employment verification program established pursuant to Section 8-17.5-102(5)(c) C.R.S. in order to confirm the employment eligibility of all newly hired employees to perform work under this Agreement. b. Service Provider shall not knowingly employ or contract with an illegal alien to perform work under this Agreement or knowingly enter into a contract with a subcontractor that knowingly employs or contracts with an illegal alien to perform work under this Agreement. c. Service Provider is prohibited from using the e-Verify Program or Department Program procedures to undertake pre-employment screening of job applicants while this Agreement is being performed. Services Agreement 7589 Safety Program Assessment Page 6 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA d. If Service Provider obtains actual knowledge that a subcontractor performing work under this Agreement knowingly employs or contracts with an illegal alien, Service Provider shall: 1. Notify such subcontractor and the City within three days that Service Provider has actual knowledge that the subcontractor is employing or contracting with an illegal alien; and 2. Terminate the subcontract with the subcontractor if within three days of receiving the notice required pursuant to this section the subcontractor does not cease employing or contracting with the illegal alien; except that Service Provider shall not terminate the contract with the subcontractor if during such three days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an illegal alien. e. Service Provider shall comply with any reasonable request by the Colorado Department of Labor and Employment (the “Department”) made in the course of an investigation that the Department undertakes or is undertaking pursuant to the authority established in Subsection 8-17.5-102 (5), C.R.S. f. If Service Provider violates any provision of this Agreement pertaining to the duties imposed by Subsection 8-17.5-102, C.R.S. the City may terminate this Agreement. If this Agreement is so terminated, Service Provider shall be liable for actual and consequential damages to the City arising out of Service Provider’s violation of Subsection 8-17.5-102, C.R.S. g. The City will notify the Office of the Secretary of State if Service Provider violates this provision of this Agreement and the City terminates the Agreement for such breach. Services Agreement 7589 Safety Program Assessment Page 7 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA 19. Special Provisions. Special provisions or conditions relating to the services to be performed pursuant to this Agreement are set forth in Exhibit "C" - Confidentiality, consisting of one (1) page and Exhibit “D” Proposal dated January 27, 2014, both attached hereto and incorporated herein by this reference. CITY OF FORT COLLINS, COLORADO a municipal corporation By:_______________________________ Gerry Paul Director of Purchasing and Risk Management Date:_____________________________ GLOBAL SHE SOLUTIONS LLC By:_______________________________ __________________________________ PRINT NAME __________________________________ TITLE (Corporate President or Vice-President) Date:_____________________________ Services Agreement 7589 Safety Program Assessment Page 8 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA Kelly Bernish 2/18/2014 President 2/26/2014 EXHIBIT A SCOPE OF SERVICES The Service Provider will perform the services detailed in Service Providers Proposal dated January 27, 2014 attached hereto as Exhibit D and services listed below. In the event of a conflict, Exhibit A shall prevail. A. Internal Assessment 1. Conduct 3 to 4 day on-site assessment of the City’s safety program. 2. Assess existing organizational safety practices, initiatives and culture through document review, personnel interviews and onsite observations. Interviews will include individuals from all levels of the organization and each department. 3. Assess service area and departmental safety practices and initiatives. 4. Assess policies and training materials. B. Statistical Assessment 1. Assess the City against current best safety practices and benchmarks established by other public entity and private industry organizations. 2. Utilizing best in class public and/or industry statistics, benchmark the City’s performance by operating units (police, utilities, etc.) to determine how the City is performing as compared to its world class peers. C. Organizational Assessment 1. Assess the organization’s resources and talent level for individuals with direct responsibility and accountability for the safety program. 2. Complete an evaluation of the existing organizational structure, teams, and propose potential alternate structures to enhance the safety program. D. Deliverables The Service Provider will complete the following tasks by March 21, 2014: 1. In conjunction with the on-site visit, delivery of a thorough oral presentation of preliminary findings for each assessment focus area (internal, statistical, organizational). 2. Prepare a final report detailing key findings and recommendations for each assessment focus area to improve safety performance and reduce RAF and DART rates. 3. Option: Provide a final oral presentation to the City’s senior leadership team detailing the assessment findings and recommendations. In the event the City elects to exercise this option, the Service Provider will be reimbursed by the City for reasonable out-of- pocket travel expenses in accordance with the City travel reimbursement policy. Services Agreement 7589 Safety Program Assessment Page 9 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA EXHIBIT B INSURANCE REQUIREMENTS 1. The Service Provider will provide, from insurance companies acceptable to the City, the insurance coverage designated hereinafter and pay all costs. Before commencing work under this bid, the Service Provider shall furnish the City with certificates of insurance showing the type, amount, class of operations covered, effective dates and date of expiration of policies, and containing substantially the following statement: "The insurance evidenced by this Certificate will not be cancelled or materially altered, except after ten (10) days written notice has been received by the City of Fort Collins." In case of the breach of any provision of the Insurance Requirements, the City, at its option, may take out and maintain, at the expense of the Service Provider, such insurance as the City may deem proper and may deduct the cost of such insurance from any monies which may be due or become due the Service Provider under this Agreement. The City, its officers, agents and employees shall be named as additional insureds on the Service Provider's general liability and automobile liability insurance policies for any claims arising out of work performed under this Agreement. 2. Insurance coverages shall be as follows: A. Workers' Compensation & Employer's Liability. The Service Provider shall maintain during the life of this Agreement for all of the Service Provider's employees engaged in work performed under this agreement: 1. Workers' Compensation insurance with statutory limits as required by Colorado law. 2. Employer's Liability insurance with limits of $100,000 per accident, $500,000 disease aggregate, and $100,000 disease each employee. B. Commercial General & Vehicle Liability. The Service Provider shall maintain during the life of this Agreement such commercial general liability and automobile liability insurance as will provide coverage for damage claims of personal injury, including accidental death, as well as for claims for property damage, which may arise directly or indirectly from the performance of work under this Agreement. Coverage for property damage shall be on a "broad form" basis. The amount of insurance for each coverage, Commercial General and Vehicle, shall not be less than $500,000 combined single limits for bodily injury and property damage. In the event any work is performed by a subcontractor, the Service Provider shall be responsible for any liability directly or indirectly arising out of the work performed under this Agreement by a subcontractor, which liability is not covered by the subcontractor's insurance. Services Agreement 7589 Safety Program Assessment Page 10 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA A new attachment EXHIBIT C CONFIDENTIALITY IN CONNECTION WITH SERVICES provided to the City of Fort Collins (the “City”) pursuant to this Agreement (the “Agreement”), the Service Provider hereby acknowledges that it has been informed that the City has established policies and procedures with regard to the handling of confidential information and other sensitive materials. In consideration of access to certain information, data and material (hereinafter individually and collectively, regardless of nature, referred to as “information”) that are the property of and/or relate to the City or its employees, customers or suppliers, which access is related to the performance of services that the Service Provider has agreed to perform, the Service Provider hereby acknowledges and agrees as follows: That information that has or will come into its possession or knowledge in connection with the performance of services for the City may be confidential and/or proprietary. The Service Provider agrees to treat as confidential (a) all information that is owned by the City, or that relates to the business of the City, or that is used by the City in carrying on business, and (b) all information that is proprietary to a third party (including but not limited to customers and suppliers of the City). The Service Provider shall not disclose any such information to any person not having a legitimate need-to-know for purposes authorized by the City. Further, the Service Provider shall not use such information to obtain any economic or other benefit for itself, or any third party, except as specifically authorized by the City. The foregoing to the contrary notwithstanding, the Service Provider understands that it shall have no obligation under this Agreement with respect to information and material that (a) becomes generally known to the public by publication or some means other than a breach of duty of this Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the request for such disclosure is proper and the disclosure does not exceed that which is required. In the event of any disclosure under (b) above, the Service Provider shall furnish a copy of this Agreement to anyone to whom it is required to make such disclosure and shall promptly advise the City in writing of each such disclosure. In the event that the Service Provider ceases to perform services for the City, or the City so requests for any reason, the Service Provider shall promptly return to the City any and all information described hereinabove, including all copies, notes and/or summaries (handwritten or mechanically produced) thereof, in its possession or control or as to which it otherwise has access. The Service Provider understands and agrees that the City’s remedies at law for a breach of the Service Provider’s obligations under this Confidentiality Agreement may be inadequate and that the City shall, in the event of any such breach, be entitled to seek equitable relief (including without limitation preliminary and permanent injunctive relief and specific performance) in addition to all other remedies provided hereunder or available at law. Services Agreement 7589 Safety Program Assessment Page 11 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA EXHIBIT D Services Agreement 7589 Safety Program Assessment Page 12 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA SHE Global Solutions Proposal Submitted 1/27/2014 1 January 27, 2014 Gerry S. Paul City of Fort Collins Director of Purchasing/Risk Management 215 North Mason Street, 2nd Floor Fort Collins, Colorado 80524 Re: Proposal for the City of Fort Collins Proposal No. 7589 Safety Program Assessment Sent via email to purchasing@fcgov.com Dear Mr. Paul, On behalf of Global SHE solutions, LLC, I SHE Global Solutions Proposal Submitted 1/27/2014 2 Proposal for the City of Fort Collins Proposal No. 7589 Safety Program Assessment Submitted by Global SHE Solutions LLC, a woman owned small business www.globalshesolutions.com January 27, 2014 This proposal is being submitted by Global SHE Solutions LLC in collaboration with Carrillo & Associates, Inc. Global SHE Solutions will be the main contact: Contact: SHE Global Solutions Proposal Submitted 1/27/2014 3 Health and Safety Specialist with oversight by the Risk Manager. Other City departments may or may not have employees with safety responsibilities. The City currently averages approximately 180 lost days per year and we are a wage continuation employer Employee safety has been identified as a core competency within the City and is a SHE Global Solutions Proposal Submitted 1/27/2014 4 Scope of Work A. Internal Assessment 1. Get access to written documentation such as overall safety programs and OSHA logs to help craft questions and initial strategic recommendations. 2. Meet with risk management department to clarify goals and objectives as well as get input for the inquiry process. 3. Conduct 3 to 4 day on-‐site assessment of SHE Global Solutions Proposal Submitted 1/27/2014 5 Submittal Section Project Fees: The fees for completion of this project as described in the scope are $24,590, inclusive. Project Implementation Time Frame: Activity How When Review of documentation Office Prior to onsite Days 1-‐3 Initial meeting with Risk Management Team Onsite Day 4 Conduct Safety Management Systems Assessment Onsite/personnel interviews and onsite observations Day 5-‐7 Conduct safety culture SHE Global Solutions Proposal Submitted 1/27/2014 6 Functions of Team Members Kelly Bernish, ASP, COSS, is president of Global SHE Solutions, LLC, a woman owned small business. She will be the lead consultant throughout the project on issues of safety programs, site survey, bench marking, talent assessment, and organizational structure. She is an accomplished and excellence-‐driven leader with a varied, highly SHE Global Solutions Proposal Submitted 1/27/2014 7 Attachment 1 SUBMITTAL SECTION – RFP 7589 SAFETY CONSULTING Failure to return this submittal page with your qualifications will be cause for rejection Please address the following in the order listed below: Name of Company – Global SHE Solutions LLC, a woman owned small business. Based on historical experience and the size and scope SHE Global Solutions Proposal Submitted 1/27/2014 8 sites and delivered full recommendations to achieve CAL OSHA VPP status. Ongoing relationship since 2007. 5. Rosa Carrillo for safety culture assessment/ General Electric: "Mark Leik" mark.leik@ge.com. Multiple safety culture assessment for GE and facilitation of employee management conflicts. Ongoing relationship since 1997. 6. Rosa Carrillo for safety culture assessment/ Southern California Edison: "Santiago Chavez" Santiago.Chavez@AES.com. SHE Global Solutions Proposal Submitted 1/27/2014 9 SUBMITTAL SECTION – RFP 7589 SAFETY CONSULTING Failure to return this submittal page with your qualifications will be cause for rejection __Global SHE Solutions LLC______________ Company Name __Kelly Bernish, President_________________ Print or Type Name of Bidder's Authorized Officer or Partner __Kelly Bernish (– signed electronically as approved by Beth from Purchasing ) Signature of Bidder's Authorized Officer or Partner Date *NOTE: If Bidder is a corporation, set forth the legal name of the corporation together with the signature of the officer or officers authorized to sign contracts on behalf of the corporation. If Bidder is a partnership, set forth the name of the firm together with the signature of the partner or partners authorized to sign contracts on behalf of the partnership. Business address: __15 Cove View Ct, Cocoa Beach Fl 32931__________________________________________ Telephone # __407-406-1644_______________________ Email: __kellybernish@globalshesolutions.com_________ Services Agreement 7589 Safety Program Assessment Page 21 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA Santiago was head of the El Redondo safety team where we affected a significant safety culture shift at SCE. Ms. Carrillo conducted a safety culture assessment, established a safety team and trained them to lead an employee led safety program. Performed assessments for entire power generation business from 1998 to 2009, including nuclear station. (Describe any special expertise your firm has in providing occupational health and safety services to a City or other public entity). Ms. Bernish has experience serving two municipalities including the City of Daytona Beach and Reedy Creek Improvement District. Ms. Carrillo has worked with several electrical utility facilities to implement safety culture transformation. Please explain how the functions of each team member (if applicable) will ensure continuity in the services to the City. We have taken projects from assessment to implementation of change plans and have a known proven of improving safety performance. If the City desires to work with us to implement our recommendations we have the experience and expertise to ensure continuity. Keeping workers safe and working is vital. We will be able to ensure that the plan we develop per this bid is executed in a manner that will ensure continuity. The proposed cost of the services outlined in this RFP. Is the cost all-‐inclusive, or do certain services require additional fees? Please make it clear what your costs cover. The City of Fort Collins reserves the right to negotiate the scope of work and applicable costs with the selected vendor. The fees for completion of this project as described in the scope are $24,590, all inclusive. List what your firm believes to be the three most important responsibilities of an occupational health and safety consultant and give a very brief example of how you have fulfilled these three responsibilities for one client. Also, please give reference information for this client. Kelle McArdle – City of Daytona Beach, 386-‐671-‐8235 mcardlek@codb.us 1. Technical Advisor – Conducted facility walkthroughs to point out and discuss vulnerabilities. This was also a time to earn the trust and respect of all of the business unit leaders as well as front line employees. Not over-‐reacting and keeping a very calm, professional and supportive demeanor is vital. 2. Partner in Solutions – After assessing the environment, we created a matrix by which we prioritize the vulnerabilities and how we would, and in some cases, would not, address them. For example, is it an easy to do or immediate action required situation, or is it something to put in a future capital funding plan. 3. Follow Through and Mentoring – It is very important to give the client tools to succeed and to sustain success. There is no better way than to do that than to follow through on the plan that has been developed. In this case, I worked directly with the staff, which was early on in their safety journey. I make myself available at any time telephonically and electronically for any questions they have executing the plan. I also have taken the time to professionally mentor a junior safety professional, which has helped with her credibility in her own organization. Services Agreement 7589 Safety Program Assessment Page 20 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA of City operations, propose a time frame to complete a thorough assessment of the items identified under “Scope of Services”. The City realizes however that the scope of work may potentially expand in the future, but only at the discretion of the City and at which point a new RFP and scope of services may be initiated based on potential findings of work performed from this RFP. Activity How When Review of documentation Office Prior to onsite Days 1-‐3 Initial meeting with Risk Management Team Onsite Day 4 Conduct Safety Management Systems Assessment Onsite/personnel interviews and onsite observations Day 5-‐7 Conduct safety culture assessment & communications survey Onsite focus groups, interviews and survey Day 5-‐7 Planning and Presentation of results to leadership team Onsite team meeting Day 7 Assess best practices and assist in benchmarking Office Days 8-‐12 Assess organizational structure and talent of Risk Management team On site/office Days 8-‐12 Final report and recommendations Office Days 11-‐15 Provide the names and telephone numbers of at least 5 (five) references. Provide any previous and current local government experience. These should include other public entity accounts as well as private. Identify the type of service(s) provided for each reference and the length of time your firm has worked with the account. 1. Kelly Bernish/ City of Daytona Beach – Kelle McCardle Safety Department 386-‐671-‐8235 -‐ mcardlek@codb.us – provided auditing and consultative services as well as technical training – ongoing since October 2013. 2. Kelly Bernish/ Ergonomic Technology Corporation, New York – Cindy Roth, President -‐ croth@ergoworld.com Provide ergonomic evaluation services as needed. Ongoing since September 2013 3. Kelly Bernish/ S&S World Wide, Utah – Jason Mons – Vice President Operations 435-‐881-‐6024 jmons@engineeringexcitement.com Worked on special post fatality project including managing OSHA inspector and on-‐scene expert as well as wall to wall inspection of their facilities, follow through and plan development. Ongoing since November 2013. 4. Rosa Carrillo for safety culture assessment/ NRG Power Generation: "Jim Quesenberry" James.Quesenberry@nrgenergy.com. Conducted several safety culture assessments at various Services Agreement 7589 Safety Program Assessment Page 19 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA engaged professional and volunteer career spanning more than 25 years including leading safety professional teams for the Disney, SeaWorld and Anheuser-‐Busch Companies, founding member and Past Chairperson of Women in Safety Engineering (WISE), as well as launching her own company, Global SHE Solutions, LLC. Bernish's career experience includes her current role as President of Global SHE Solutions, providing Safety, Health, Environmental and Risk Management solutions to clients in pursuit of SH&E excellence serving clients including municipalities, small and large business; theme park related industries as well as heavy industry. Her decades of senior management leadership experience for The SeaWorld Parks, Anheuser-‐Busch and Walt Disney World Parks & Resorts in roles including Safety, Health and Environmental Compliance, leadership and injury prevention, as well as Workers Compensation, General Liability and Risk Management give her a unique skill set to offer Global SHE Solutions clients. As a frequent invited speaker, her experience is varied including The American Red Cross, International Association of Amusement Parks & Attractions (IAAPA), OSHA Onsite Consultation Conference, American Society of Safety Engineers (ASSE) and the National Safety Council, as well as many others. Bernish’s passion for the SH&E field is demonstrated by her commitment to the organizations that support SH&E professionals and outreach, including leadership positions with ASSE, The Alliance for Central Florida Safety as well as participation with a number of ASTM Standards writing groups. This commitment has been recognized with multiple industry awards. Rosa Antonia Carrillo, President of Carrillo & Associates, is a thought leader in transformational leadership for environment, safety and health. She will lead the safety culture assessment and organizational effectiveness components of this project. She brings 20 years of industry experience with all levels of the organization. Her results and many publications create instant credibility with leadership and the workforce. She is fluent in English and Spanish and is at ease working across many cultures. Her unique understanding of safety culture and complex environments is translated into direct and concrete recommendations and tools to manage environmental protection and safety performance. The issues confronting high hazard operations are unique and require a fresh approach to ongoing challenges. Ms Carrillo will design a presentation specifically focused on the needs of your organization. For more information on her exclusive approach to evaluating collaboration, trust and open communication see www.carrilloconsultants.com. The diversity of her clients include: -‐NRG Power Generation -‐General Electric -‐Southern California Edison -‐Nuclear Regulatory Commission -‐World Bank Services Agreement 7589 Safety Program Assessment Page 18 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA assessment & communications survey Onsite focus groups, interviews and survey Day 5-‐7 Planning and Presentation of results to leadership team Onsite team meeting Day 7 Assess best practices and assist in benchmarking Office Days 8-‐12 Assess organizational structure and talent of Risk Management team On site/office Days 8-‐12 Final report and recommendations Office Days 11-‐15 References: 1. Kelly Bernish/ City of Daytona Beach – Kelle McCardle Safety Department 386-‐671-‐8235 -‐ mcardlek@codb.us – provided auditing and consultative services as well as technical training – ongoing since October 2013. 2. Kelly Bernish/ Ergonomic Technology Corporation, New York – Cindy Roth, President -‐ croth@ergoworld.com Provide ergonomic evaluation services as needed. Ongoing since September 2013 3. Kelly Bernish/ S&S World Wide, Utah – Jason Mons – Vice President Operations 435-‐881-‐6024 jmons@engineeringexcitement.com Worked on special post fatality project including managing OSHA inspector and on-‐scene expert as well as wall to wall inspection of their facilities, follow through and plan development. Ongoing since November 2013. 4. Rosa Carrillo for safety culture assessment/ NRG Power Generation: "Jim Quesenberry" James.Quesenberry@nrgenergy.com. Conducted several safety culture assessments at various sites and delivered full recommendations to achieve CAL OSHA VPP status. Ongoing relationship since 2007. 5. Rosa Carrillo for safety culture assessment/ General Electric: "Mark Leik" mark.leik@ge.com. Multiple safety culture assessment for GE and facilitation of employee management conflicts. Ongoing relationship since 1997. 6. Rosa Carrillo for safety culture assessment/ Southern California Edison: "Santiago Chavez" Santiago.Chavez@AES.com. Santiago was head of the El Redondo safety team where we affected a significant safety culture shift at SCE. Ms. Carrillo conducted a safety culture assessment, established a safety team and trained them to lead an employee led safety program. Performed assessments for entire power generation business from 1998 to 2009, including nuclear station. Services Agreement 7589 Safety Program Assessment Page 17 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA the City’s safety program including physical site review. 4. Assess existing organizational safety practices, initiatives and culture through document review, personnel interviews and onsite observations. Interviews will include individuals from all levels of the organization and each department. 5. Assess effectiveness of information and communication practices as they affect the coordination of safety activities through 7-‐question survey and focus groups. This effort shall be integrated into step 2. 6. Assess service area and departmental safety practices and initiatives. 7. Assess policies and training materials. 8. Presentation of results to leadership team in action planning format. B. Statistical Assessment • Assess the City against current best safety practices and benchmarks established by other public entity and private industry organizations. • Utilizing best in class public and/or industry statistics benchmark the City’s performance by operating units (police, utilities, etc.) to determine how the City is performing as compared to its world-‐class peers. C. Organizational Assessment • Assess the organization’s resources and talent level for individuals with direct responsibility and accountability for the safety program. • Complete an evaluation of the existing organizational structure, teams, and propose potential alternate structures to enhance the safety program. D. Deliverables The consultant will complete the following tasks by March 21, 2014: • In conjunction with the on-‐site visit, delivery of a thorough oral presentation of preliminary findings for each assessment focus area (internal, statistical, organizational). • Prepare a final report detailing key findings and recommendations for each assessment focus area to improve safety performance and reduce RAF and DART rates. Services Agreement 7589 Safety Program Assessment Page 16 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA scored performance management component in annual appraisals. Employee safety is also recognized as one of seven key organizational initiatives and has the complete buy in of the City Manager. The City is seeking a consultant with cultural expertise and experience working with public and private entities that has demonstrated success supporting best in class safety programs. Recommended Approach: Substantial research and experience shows that an improved safety culture will result in fewer accidents and lost days as well as greater employee satisfaction and improved talent retention. The safety culture is shaped both by the safety management and the social systems. Our proprietary approach will provide recommendations to bring the City’s management systems up to world-‐class levels. However, this alone will not ensure improved performance without improving the relationships, coordination, and collaboration between departments, levels of management, and amongst employees. To achieve the latter objective we employ a social networking assessment that is not in use by any other safety consulting company at this time. As our “Safety Performance Improvement Model” illustrates, increasing the overlap between conformance and collaboration improves performance. Investments in teambuilding, communication skills training, or safety systems often prove insufficient when structural changes don’t support new behaviors. We provide this link by helping supervisors create an environment where information is shared effectively. Our assessment of the safety and social systems will provide concrete recommendations that will shift leadership focus to activities that leverage organizational strengths rather than creating an endless list of correctional and technical fixes that can prove costly and ineffective. While our experts may identify safety hazards and technical program failures, it is our experience that the majority of program recommendations will focus on how to create personal safety accountability and leadership. Services Agreement 7589 Safety Program Assessment Page 15 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA Kelly Bernish Phone: (407) 406-‐1644 Email: kellybernish@globalshesolutions.com Address: 15 Cove View Ct., Cocoa Beach, FL 32931 Website: Globalshesolutions.com Staff for Project: • Ms. Bernish was an internal Safety, Health & Environmental consultant to Anheuser-‐Busch, The Walt Disney Parks & Resorts, US and Sea World Parks and Entertainment for over 25 years. She currently runs a practice where she consults with a wide variety of clients including both public and private sector employees. Her relevant experience includes municipalities such as the City of Daytona Beach and the Reedy Creek Improvement District. • Ms. Carrillo has over 20 years of experience in the area of safety culture assessment with a special emphasis on union environments. She is a recognized consultant, author and keynote speaker on the subject. Background for Proposal: The City of Fort Collins is seeking to conduct a comprehensive cultural review and assessment of the City’s safety program and to identify opportunities for improvement. Services will include assessing and evaluating the following: • Norms and assumptions of the existing safety culture, • existing City safety programs, • physical site, • organizational structure, • talent level, • initiatives, • training, • metrics, • policies, and • peer and non-‐peer benchmarking. The City of Fort Collins currently has on average 2,000 employees performing a variety of tasks including police, electric and water utilities, parks, engineering, transit operations, streets and traffic operations, recreation, arts and historical facilities. These positions include both labor intensive and administrative duties. The Risk Management department consists of 5 employees: Risk Manager, Health & Safety Specialist, Risk Management Technician, DOT/CDL Coordinator and Secretary. Citywide safety management is handled by the Services Agreement 7589 Safety Program Assessment Page 14 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA am delighted to offer this proposal in response to your posting of Proposal No. 7589 Safety Program Assessment for the City of Fort Collins, Colorado. By way of introduction, pages 2-‐6 contain the formal proposal prepared by Global SHE Solutions, which outlines the entire approach and scope of the project. Attachment 1, pages 7-‐9 are the required SUBMITTAL SECTION – RFP 7589 SAFETY CONSULTING outlined in the REQUEST FOR PROPOSAL 7589 SAFETY PROGRAM ASSESSMENT. I want to apologize in advance for some duplication of information between the proposal and the required forms. The services you are requesting are a perfect match for our skill set and I am confident we can exceed your expectations and deliver results. Should you have any questions or comments, please contact me at kellybernish@globalshesolutions.com or at 407-‐406-‐1644. Very truly yours, Kelly Bernish Kelly Bernish, President Global SHE Solutions Providing Clients with SH&E Solutions Globalshesolutions.com A Woman Owned Small Business EXHIBIT D Services Agreement 7589 Safety Program Assessment Page 13 of 21 DocuSign Envelope ID: 49E4D057-AFB4-4D59-83E0-55AF57E07FAA