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Request for Proposal RFP (19-18-SSP)

New Hospital Expansion

Construction Risk Management Consulting, Insurance Broker Services and Program

Administration

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All people know someone who has experienced cancer. Almost 40% of men and women will be diagnosed with cancer in their lifetimes, and more than 1.7-million new cancer cases were diagnosed in

2018.1 As the only Florida-based National Cancer Institute

Comprehensive Cancer Center2, H. Lee Moffitt Cancer Center and Research Institute, Inc. is excited to expand its ability to execute its

mission to contribute to the prevention and cure of cancer3 with this project.

The Project AnewHospitalexpansionisavitaltooltoaccomplishthisgoal.Conceivedasasingleentity,theprojectwillbedevelopedintwophases.Thefirstphase–willinclude:

• 128InpatientBeds• 24SurgicalSuites• InterventionalRadiology• Endoscopy• VariousImagingmodalities• SupportServices• Administrative/Conference• Education/Research• CentralEnergyPlant• Parking/Bridge

Thesecondphase–willaddthefollowing:

• 76InpatientBeds• Radiotherapy• InfusionTherapy

Thetotalprojectedvalueforthebothphasesoftheprojectisexpectedtobebetween$400Mand$475M.Theentireprojectwillbeconceived,plannedanddesigned,butonlythefirstphasewillproceedpasttheDesignDevelopmentphase.AnExecutiveSummary(ExhibitA)illustratesanearlyconceptfortheprojectrelatedtoitsphysicallocation,configuration,spaceprogramandcosts.Aschedule(ExhibitB)identifiesthekeydatesforthisselectionprocessandprojectmilestonesleadingtowardaMid-2023delivery.

1NationalCancerInstitute,CancerStatistics,NationalInstitutesofHealthwebsite2NationalCancerInstitute,CancerCenterLocations,NationalInstitutesofHealthwebsite3MoffittCancerCenterwebsite

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Request for Proposal Contents ThisRequestforProposalpackageincludesthefollowingdocuments,whichrequireresponsesaspartofyourproposalasindicated:

1. CoverLetter(e-mail)2. ProjectDescription3. ProposalRequirements/RequestforWrittenProposal,whichrequiresaresponse4. SupplierDiversityUtilizationandSubcontractingPlan,whichrequiresaresponse5. ExhibitA:ExecutiveSummary6. ExhibitB:Schedule7. ExhibitC:FirmAcknowledgementForm–IntenttoPropose,whichrequiresaresponse8. ExhibitD:AboutH.LeeMoffittCancerCenter

Insurance Broker Proposal Requirements Yourproposalshouldbeorganizedtoillustratethemostsignificantqualitiesofyourfirmanditspeople.

I. ProposalRequirementsA. ScopeofProposal

1. TheH.LeeMoffittCancerCenterandResearchInstitute,Inc.(Moffitt)requestsacapabilitiesandserviceproposalforriskmanagementconsultingandinsurancebrokerageservicesduringconstructionandafterproject(s)completionincludingthefollowing:

• OwnerControlledInsuranceProgram(OCIP)GLcoveragesandadministration• Builder’sRisk• OwnersProtectiveProfessionalIndemnity(OPPI),and• SiteContractor’sPollutionLiability(CPL)

2. CoverageproposalshouldincludeallriskmanagementandadministrationstepsandinsurancecoveragethattheBrokerrecommendstosupportasuccessfulProjectforMoffittandallprojectparticipants.

3. Theproposalshouldrecommendtheoptimumapproachtocreatingandmanagingthecoveragesforfiveoverlappingbutdistinctprojects.

Note:Pleasedonotapproachthemarkets.B. BrokerEvaluationProcess

1. KnowledgeandexpertisewithregardtoconstructionprojectriskmanagementandOCIPadministration.

2. Knowledgeandexpertisewithregardtoinsurancecoveragesproposed3. Credentials,experienceandstructureofaccountteam4. Totalcost,feestructureandvalueofproposedservicesindividually,andintotal

II. RequestforWrittenProposalA. GeneralInformation

1. Provideabriefhistoryanddescriptionofyourfirm.

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2. Providethename,role,credentialsandyearsofexperienceofallmembersoftheproposedserviceteam.

3. Foreachteammember,providealistingoftheirexperienceinprovidingconstructionriskmanagementforsimilarprojectsincluding:ProjectName,City/State,IndustryandProjectValue.StatetotalprojectvaluesinFloridaandinHealthcare.

4. Providethenameandcontactinformationforatleastthreereferencesthatwemaycontactregardingyourabilitytodelivertheservicescontainedinyourproposal.IncludeoneFloridaandoneHealthcarerelatedproject.

B. ProposedOCIPAdministrationandConstructionRiskManagementServices1. Describeyourfirm’sapproachtoOCIPadministrationandconstructionrisk

management,andthekeyrisksthatyouviewasinherentinMoffitt’sproject.2. Wherepracticable,quantifythepotentialbenefitsoftheproposedconstructionrisk

managementservices.C. ProposedInsuranceBrokerageServices

1. DescribeindetailthetypesofinsurancecoveragesthatyourfirmproposesfortheProject,includingthecurrentstateofthemarketforeachcoverage.

2. ExplainthepotentialapproachestobreakingoutcertainelementsoftheprojectwheretheOCIPmaynotgetgoodcreditsfromthelowlaborprojectelementslikethegarageandpotentiallytheCEPifitcanbeconstructedwithmoreprefabrication/modularcomponents.

3. Describeindetailyourproposedprogramstructure,includinglimits,sub-limits,anddeductiblesorretentions,andestimatedcost(includingpremiumsand,ifapplicable,deductiblelosses).

4. Foreachproposedcoverage,describetheadvantages/disadvantagesofowner-providedvs.contractor-providedpolicies.

5. Describehowyouwillservicetherecommendedinsurancepolicies,including(butnotlimitedto)issuanceofcertificates,audit,losscontrol,andclaimsservices(totheextentthesearenotdescribedinyouranswersinsectionB.)

D. RiskManagementInformationSystems

1. DescribeanyproprietaryriskmanagementinformationandOCIPadministrationsystemsthatyourfirmwillemploytodelivertheservicesdescribedinyourproposal,andhowtheywillbenefitMoffittandallprojectparticipants.

2. Describethetimingandcontentofreportsyourfirmwillutilizetohelpmanagetheperformanceoftheservicesandcoveragedescribedinyourproposal.Provideexamples.

E. BrokerageServiceAgreementandRemuneration

1. Provideasampleofyourfirm’sproposedserviceagreement.2. Provideinformationrelatedtothefinancialstrengthofyourfirm.3. Outlineyourcompensationforbrokerservicesincludingmarketing,administration(bid

deductapproach),claimsandsafety(sitevisits)forthisprojectforthefollowingindividuallyandintotal:

• GLOnlyWrap-upprogram• Builders’Risk• OPPI• CPL

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• Anyadditionalchargesforservices

F. ProprietaryInformation/Confidentiality1. Moffittwilltreatallproposalsonaconfidentialbasis.Proprietaryinformationcontained

inanyonebroker’sproposalwillnotbesharedwithotherbrokers.2. InordertoprotectMoffitt’sinterest,allinformationprovidedtoBrokerduringtheRFP

process,inanyform,shallbetreatedasconfidentialbyBrokerandshallbeusedonlyforthepurposeofrespondingtothisRFP.

Communication

Allproposals, communications,andcorrespondence requiredduring theRequest forProposalprocessmustbedirectedto:

LoriPerksSourcingAnalystrfp@Moffitt.orgt:813-745-8706f:813-449-8277

Failuretoadheretothisrequirementmayresultinyourorganizationnotbeingconsidered.

Timeline

ThisRequestforProposalshallbeconductedunderthefollowingtimeline,whichissubjecttochangeonlyuponpriorapprovalbyPurchasingandgrantedtoallvendors.

IssuanceofBid 04/22/2019ReturnofIntenttoRespond 04/30/2019VendorConferenceCall 05/03/2019BidPackagesDuefromVendors 05/20/2019AwardofBid TBD

InsuranceConsultingfirmsmustsubmitaFirmAcknowledgementForm–IntenttoRespond(ExhibitC)viae-mailnolaterthan2:00PMESTonApril30,2019.

Pre-SubmissionTeleconference

MoffittCancerCenterwillconductaPre-SubmissionTeleconferencetofurtherclarifyanddiscusstherequirementsofthisInsuranceConsultingRFPat10:00AMESTonMay03,2019.Thecall-innumberis:800-206-6032ConferenceID:7457113.

Proposals

InsuranceConsultingproposalsaredueinPDFformviae-mailnolaterthan2:00PMESTonMay20,2019.

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RFPContentsTheRFPpackageincludesthefollowingdocuments,whichrequireresponseaspartofthevendor’sproposalasindicated:

1. CoverLetter(e-mail)2. OverviewDocument3. VendorAcknowledgementForm–requiresresponse4. SupplierDiversityUtilizationandSubcontractingPlan–requiresresponse

YourresponseshouldbeprovidedinPDFelectronicformatandcannotexceed20pages,excludingthecoverpage.AwardandOtherCriteriaTheawardofthisRequestforProposalissubjecttotermsandconditionscontainedhereinandanythatwillbedevelopedbyMoffittCancerCenterduringtheRequestforProposalprocesstoaugmentconditionsofengagement.Qualityofservice,team,pricing,products,SupplierDiversityandothertermsofpurchasewillbeanintegralpartofthedecisionselectionprocess.

Ifyourfirmisawardedthisproject,aguidelinewillbedevelopedthatwillquantify,monitor,andprovideaplanforcureofdeficiencieswhichshallinclude,butnotbelimitedto,reimbursementofpersonnelandadministrativecosts,monetaryassessmentforcontinualdeficiencies,andpossiblecancellationofagreement.

H.LeeMoffittCancerCenterreservestherighttoawardthisagreementinwholeorinparttothefirmthatcanbestmeetMoffitt’sbusinessneeds.

H.LeeMoffittCancerCenterassumesnoresponsibilityandbearsnoliabilityforcostsincurredbyaCompanyinthepreparationandsubmittalofaproposalinresponsetothisRequestforProposal.

Supplier Diversity Utilization and Subcontracting Plan Requirement MoffittCancerCenterrecognizestheimportanceofsupplierdiversityinallaspectsofourbusinessandprocurementpracticesandactivelyencouragesthedevelopment,utilizationandeconomicgrowthofcertifiedMinority,Women,VeteranandServiceDisabledVeteran-ownedBusinessEnterprises(MBE/WBE/VBE/SDVBEs).CentraltothisinitiativeistheinclusionandparticipationofadiversegroupofvendorsdoingbusinesswithMoffittCancerCenterandassuch,MoffittencouragestheparticipationofcertifiedMBE/WBE/VBE/SDVBEsinitsprocurementprocessbothattheprimevendorlevelaswellasatthesubcontractorlevelofitsprimecontracts.MoffittCancerCenteriscommittedtoacomprehensiveSupplierDiversityProgramthatensuresmaximumopportunitiesexistforsuchdiversebusinesses

RFPresponsesshouldincludethefirm’sabilitytoprovidefifteenpercent(15%)spendwithcertifiedMinority,Women,VeteranandServiceDisabledVeteran-ownedBusinessEnterprises(“MBE/WBE/VBE/SDVBE”)relatedtothespecificcommodityorservicesidentifiedintheproposal.MoffittCancerCenterisanequalopportunitycorporation,and,assuch,stronglyencouragesthelawful

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useofcertifiedMBE/WBE/VBE/SDVBEsintheprovisionofservicesbyprovidingafairandequalopportunitytocompetefor,orforparticipationin,providingservices.MoffittCancerCenterbelievesinequalopportunitypracticeswhichconformtoboththespiritandtheletterofalllawsagainstdiscrimination,andiscommittedtonon-discriminationbecauseofrace,creed,color,sex,age,nationalorigin,orreligion.TobeconsideredforinclusionthepotentialfirmcommitstoMBE/WBE/VBE/SDVBEsParticipation.

Thesuccessfulfirmshallendeavortoprovidefifteenpercent(15%)spendwithcertifiedMBE/WBE/VBE/SDVBErelatedtothespecificcommodityorservicesidentifiedintheproposal.Acertificationletterfromanyofthefollowingagencieswillberequiredofanyfirmand/oridentifiedsubcontractorclaimingMBE/WBE/VBE/SDVBEstatusatthetimeoftheRFPresponse.

MoffittacceptsallLocal,StateandFederalGovernmentagenciesMBE/WBEcertifications,includingthefollowing:

• CityofTampa• HillsboroughCounty• StateofFlorida• SmallBusinessAdministration(SBA)8AProgramCertification

OtherMBE/WBEcertificationsacceptedinclude:

• FloridaStateMinoritySupplierDevelopmentCouncil(FSMSDC)• NationalMinoritySupplierDevelopmentCouncil(NMSDC)&regionalaffiliates• Women’sBusinessEnterpriseNationalCouncil(WBENC)• NationalWomenBusinessOwnersCorporation(NWBOC)

Veteran&ServiceDisabledVeteran(VBE/SDVBE)Certification/Verificationaccepted:

• DepartmentofVeteransAffairs• StateofFloridaOfficeofSupplierDiversity

Pleaserespondtothesectionbelow:

SupplierDiversityUtilizationandSubcontractingPlanRequirement:MoffittCancerCenterrecognizestheimportanceofsupplierdiversityinallaspectsofourbusinessandprocurementpracticesandactivelyencouragesthedevelopment,utilizationandeconomicgrowthofcertifiedMinority,Women,VeteranandServiceDisabledVeteran-ownedBusinessEnterprises(MBE/WBE/VBE/SDVBEs).CentraltothisinitiativeistheinclusionandparticipationofadiversegroupoffirmsdoingbusinesswithMoffittCancerCenterandassuch,MoffittencouragestheparticipationofcertifiedMBE/WBE/VBE/SDVBEsinitsprocurementprocessbothattheprimefirmlevelaswellasatthesubcontractorlevelofitsprimecontracts.MoffittCancerCenteriscommittedtoacomprehensiveSupplierDiversityProgramthatensuresmaximumopportunitiesexistforsuchdiversebusinesses.

SupplierDiversityUtilizationandSubcontractingPlan-FirmsrespondingtothisRFParerequiredtosubmitaSupplierDiversityUtilizationandSubcontractingPlanfordiversesupplieropportunityand

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participationofcertifiedMBE/WBE/VBE/SDVBEswiththeirproposal.TheSupplierDiversityUtilizationandSubcontractingPlansubmittedmustincludethefollowing:

• ProvideSupplierDiversityUtilizationandSubcontractingPlanandDescriptionofyourSupplierDiversityProgram.SupplierDiversityUtilizationandSubcontractingPlanandDescriptionofyourSupplierDiversityProgramsubmitted:___Yes___No

• WhatpercentageofspendwithcertifiedMBE/WBE/VBE/SDVBEsisprojectedforthespecificcommodityorserviceoutlinedinthisRequestforProposal(RFP):___________________(%).

• Outlinetheplanforachieving1sttierspendwithcertifiedMBE/WBE/VBE/SDVBEsandidentifythepercentageofspend:___________________(%).

• Outlinetheplanforachieving2ndtierspendwithcertifiedMBE/WBE/VBE/SDVBEsandidentifythepercentageofspend:___________________(%).

• AlistofthecertifiedMBE/WBE/VBE/SDVBEsthatwillbeutilizedas2ndtiersubcontract(s)

Wasalistingprovided:___Yes___No

**Note:YourRFPsubmittalmustincludeyourresponsethataddressestheSupplierDiversityUtilizationandSubcontractingPlanoutlinedabove.

Reports-ThesuccessfulfirmwillberequiredtoprovidemonthlySubcontractExpenditureReportstoMoffittCancerCenteridentifyingcertifiedMBE/WBE/VBE/SDVBEparticipationthatliststotalpaymentsmadetosubcontractor(s)until100%completion/deliveryofthespecificcommodityorservicesoutlinedinthisRFPfinalized.Thereportshallincludethenames,addresses,typeofserviceorcommodityprovided,dollaramountpaid,paymentdate,FEID#,nameofcertificationentity,businessclassification,andcopyoffirmcertificationforeachfirmidentifiedinthereport.AllSubcontractorExpenditurereportsarealsorequiredtobeturnedinwithallpayapplications/invoicesandacopysenttoDesireeHanson,Manager,SupplierDiversityProgramviaemailDesiree.Hanson@moffitt.org.

• FirmagreestoprovidemonthlySubcontractExpenditureReportswithsubmittalofeverypayapplication/invoice:___Yes___No

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Exhibit C: Firm Acknowledgement Form – Intent to Respond

SUBMITTO:LoriPerksrfp@Moffitt.org813-745-8706813-449-8277(Fax)

RFPNUMBER:19-18-SSP

RFPTITLE:NEWHOSPITALEXPANSION–CONSTRUCTIONRISKMANAGEMENTCONSULTING,INSURANCEBROKERSERVICESANDPROGRAMADMINISTRATION

VENDORNAMEandMAILINGADDRESS:

INTENTTOBID:Yes______________No_______________(Ifunabletobid,indicatereasonbelow)

TELEPHONENUMBERFACSIMILENUMBER

VENDOR’SAUTHORIZEDCONTACTFORRFPNAMEE-MAIL

PleaseletusknowhowyouheardaboutthisRFP:

__NotifiedbyPurchasing__CommunityorMWBEOrganization__MonitoringMoffittWebsite___Advertisement___Other:

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SUPPLIERDIVERSITYINFORMATIONIsyourfirmacertified“Minority,Women-Owned,Veteran,ServiceDisabledVeteran-OwnedBusinessEnterprise”definedasabusinessconcernengagedincommercialtransactionsandisaleastfifty-one(51%)percentminority,woman,veteran,service-disabledveteran-owned,andwhosemanagementanddailyoperationsarecontrolledbysuchpersons?Yes________________________No____________________Ifyourfirmiscertifiedasa“Minority,Woman,Veteran,orServiceDisabledVeteran-OwnedBusinessEnterprise,”youmustprovideacurrentcopyofyourcertificatewiththisform,andprovidethenameofthecertifyingentityandcertificationdatesbelow:NameofCertifyingEntity______________________________________________________________CertificationDateBegins_____________________________Ends_____________________________Icertifythatthisresponseismadewithoutpriorunderstanding,agreement,orconnectionwithanycorporation,firm,orpersonsubmittingaresponseforthesamematerials,suppliesorequipment,andisinallrespectsfairandwithoutcollusionorfraud.IagreetoabidebyallconditionsofthisresponseandcertifythatIamauthorizedtosignthisresponseforthevendorandthatthevendorisincompliancewithallrequirementsoftheRequestforQualifications.________________________________________________Signature________________________________________________PrintedNameandDate

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Exhibit D: About H. Lee Moffitt Cancer Center TheH.LeeMoffittCancerCenter&ResearchInstitute(MCC),locatedinTampa,Florida,beganoperationsin1986.Asanacademicandresearchmedicalcenter,MCCistheonlyNationalCancerInstitute-designatedoncologyresearchinstituteinFloridaandoneoftheSoutheast'sleadingcancercenters.Comprisedofaninpatientfacility,ambulatoryoutpatientsurgerycenter,ambulatoryclinics,acancerscreeningfacilityandresearchlaboratories,MCCoffersasophisticatednetworkofservicesandtechnologiesthatassurethecitizensofitsregionconvenient,cost-effective,highqualityhealthcare.Moffitt’sworkforceiscurrentlycomprisedofapproximately5300employees,700medicalresidents,600volunteers,and1000studentsandinterns.

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