HomeMy WebLinkAboutRESPONSE - RFP - 7589 SAFETY PROGRAM ASSESSMENTSHE
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_________
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.
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
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
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.
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.
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.
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
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