HomeMy WebLinkAboutRequest for Proposalsrvice Provider
Release Date: May 7, 2012
Proposal Due Date: June 4, 2012
Effective Date: October 9, 2012
Table of Contents
1. General Information
o RFP Notice and Process Overview
o Objectives
o Functional Priorities
o Evaluation Criteria
o General Conditions and Stipulations
o Instructions
2. Organization Background
o Overview
o Employment and Employment Status
o Compensation
o Benefits
o Current Software
o Time Entry
3. Required Vendor'
System Capabilities
o General
Service
Organization Information
References
Pricing
Selection Process
Contract
Other Proposal Information
City of National City Payroll HRIS RFP
2
1. General Information
Request for Proposal Notice
Notice is hereby given that the City of National City (City) will accept proposals for
PayrollIHRIS services from qualified vendors. Proposals are to due to June 4, 2012.
All questions and requests for clarification should be submitted by email to the Human
Resources Department at hr@nationalcityca.gov no later than May 28, 2 12. All responses will
be sent to each proposer who has been mailed or otherwise formally ssnetta copy of this
Request for Proposal.
You are invited to submit your Proposal for Payroll/HRIS services based on the information
contained in this document. The City reserves the right io;accept or reject any or all proposals
and to waive formalities and select the service provider that best meet the needs,of the City and
its employees. The City's objective is to select a service provider who will provide the best
possible service at the best possible cost while meeting the Request for Proposal sped cations.
The City is not obligated to award the contract based oncost aline
During the evaluation process, the City reserves the right, where it may serve the City's best
interest, to request additional information or clarifications from vendors, or to allow corrections
of errors or omissions. At the discretion ofthe C ty, firms submitting, proposals may be
requested to provide a demonstration and make oral presentations azpart of the evaluation
process.
The City reserves the s[lle right
reject any respondent
satisfactory service.
Timeline
RFP responses are due by June 4, 2012 The City expects to make a vendor selection in. June.
Payroll time and attendance services,* expected to transition on October 9, 2012. The table
below outlines the City's anticipated schedule. These dates are subject to change.
evaluate the qualifications submitted, waive any irregularities,
s an select the firm tl at, in its judgment, will provide the most
RFP issued
May 7, 2012
RFP due ''.,,$. %"
June 4, 2012
• Initial vendor evaluat o s
June 5 - 11, 2012
Finalist demonstration/interviews
June 18, 2012
Negotiated agreement'
July 12,. 2012
Final Vendor Selection and Approval
July 17, 2012
Effective date • of payroll processing
October 9; 2012 •
Finalists will be provided with an opportunity to perform an analysis of the City's current
systems and processes in preparation for the demonstration phase.
City of National City Payroll HRJS RFP
Organizations awarded the business shall submit an action -plan and timetable for assuming
responsibilities to the City within 15 days of approval of the contract.
City of National City Payroll I -IRIS RFP
Objectives
Through automation, the City seeks to both improve service and lower costs. Lower costs could
be accomplished through direct savings, reduced staff time, or a combination of the two.
In addition, we have the following objectives:
• To process payroll on time and accurately with minimal adjustments required by the
employee or employer due to errors.
• To automate data collection and approval functions, so that comon;,tasks or requests
sm4i
such as time entry, benefits enrollment/changes, address ci as ges, pay changes can be
entered directly by the employee or manager and approved electronically.
To have a one -stop shop for all employment -related transactions:7titne and attendance,
status changes, performance evaluations, training eoliment, position control, employee
pay step increase schedules, etc. "
• To provide leaders and employees direct access to employment-relateddata and
workforce management tools so that they -tan,' e,this information in decision making.
We are looking for a solution that is:
• Intuitive to understand by administrators and end users
• Flexible so that we can handle routine changes to our data or, processes, such as adding a
field, creating a report, or workflow process, ?v th minimal outside assistance or fees.
• Reflects our complex organizational structure n a why that allows us to access or report
data easily and in a yariof combinati'
• Requires limited pport from IT function' Upgrades would be included as part of the
service.
We are looking for a ven
• Providebest practices
• Serve as ours specialist ax d�provide relevant technical and legal updates.
• �n able us to achieve automation;, and self service more rapidly than possible under our
• current arrangement
• Provide us with a seasoned implementation team that will assist us in making an orderly
transi
• Provide usth a reliable customer service center with experienced, informed staff that
can respond our'estions within minutes. We would prefer an assigned service team.
Functional Priorities
The successful vendor will provide a payroll and time attendance solution. The system should
also include employee and manager self service.
The City is interested in a human resources solution that incorporates performance evaluation
tracking, safety management and training management.
City of National City Payroll •HRIS RFP
Evaluation Criteria
This RFP is not intended to favor any vendor. It is solely designed to provide the best value to
the City in meeting organization needs. The evaluation team will review each proposal based on
the following criteria:
Application Functionality and Provided Services
Each service provider will be asked to respond to the functionality requirements outlined in this
RFP. The -evaluation team will review the responses relative to the priority assigned to that
• functional requirement. Service providers do not have to meet everyuictional requirement to
remain in consideration. The evaluation team may waive or mods a functional requirement at
its discretion. The evaluation team will also be reviewing the general user interface of the system
in terms of intuitiveness and simplicity.
Implementation Costs and Service Fees
The evaluation team will be looking for the best value„in terms of both cost and&S'rvice2features.
The evaluation team will give higher weight to service providers'who can meet the functional
requirements with a standard service fee, without additional charges implementation costs. It
is also important that system upgrades are included as partof the standard service fee.
Support Services
The evaluation team will be looking for a seasoned implementation team that has experience
with complex payrolls. Initial set up and training will be critical factors in our ability to deliver
y
desired results. The evaluation team will review the'supportydocumentation provided in
conjunction with the contract for service. In addition, the evaluation team will be interested in
the level of support provided after e implementation period. It is important that the service
provider demonstrate that they canprovide trained support staff for operational concerns over
extended business hours.It rs also important that the support services provided include sharing
technicalllegaLupdates an
Level o Jiitegration
Preference will be given to those vendorsoffering a fully integrated suite of products. Preference
will also iyen to those products that eliminate redundant entry and allow the City to
maximize the%potential of employee and manager self-service. Preference will be given to
vendors who are able to seamlessly interface with the current ERP or financial application.
Project Implementat i
To be successful, the City will need a strong relationship with the service provider during the
implementation process. Preference will be given to those organization that show strong
capabilities to implement and support all functions within the product. The City will also
consider the implementation plan, the overall timing and duration of the project, and the
technical capacity and experience of the vendor.
General Conditions and Stipulations
Indemnification and Workers' Compensation
City of National City Payroll ARTS RFP
The. Proposer agrees that if the contract is awarded to their institution, the institution shall
defend, indemnify and hold harmless the City, its officials, agents, and employees from and
against all claims, damages, losses, and expenses, including attorney fees, arising out of or
resulting from the Proposer's acts or omission in the performance of the duties required under
the contract.
Independent Contractor
It is agreed that nothing herein contained is intended or should be construed in any manner as
creating or establishing the relationship of co-partners between the parties; hereto or as
constituting the Service Provider as the agent, representative or employee of the City for any
and shall remain an
isontract. The Service
purpose or in any manner whatsoever. The Service Provider is t
independent contractor with respect to all services performed uh
Provider represents that it has, or will secure at its own expense; all personnel required in
performing services under this contract. Any and all personel of the Service Provider or other
persons while so engaged, and any and all claims whatsoever on behalf of any stch person or
personnel arising out of employment or alleged employment including, without' limitation,
claims of discrimination against the Service Provider, its officers. agents, contracts�remployees
shall in no way be the responsibility of the City; and the ServiCe`Provider shall defend,
indemnify and hold the City, its officers, agents, and employees harmless from any and all such
claims regardless of any determination of any pertinent tribunal; agency, board, commission or
court. Such personnel or other persons shall'not require nor be entitled to any compensation,
rights or benefits of any kind whatsoever from including, without limitation, tenure
rights, medical and hospital care, sick and vacation leave, Workers7'Compensation,
Unemployment Compensation, disability, and severance pa
Audit
The Seller or other partieslevant to this agree to present an independent 3rd party audit of their
books, records, documents; and accounting procedures and practices.
Nondiscrii
In the performance of t
of or because of race, cola
to public assistance, disabih
ace; the Successful Proposer shall not discriminate on the grounds
reed, religion, national origin, sex, marital status, status with regard
sexual orientation, or age against any of its employees,
subcontractors or applicants f0 employment. The Successful Proposer shall include a similar
provision in all contracts with subcontracts to this contract.
Miscellaneous
The proposer agrees to at all times observe and comply with all relevant laws, ordinances,
regulations, and codes of the federal, state, and local government which may in any manner
affect the preparation of proposals or the performance of the contract.
Instructions
Service providers can respond to the Request for Proposal by completing the information
requested in Section 3: Required Vendor Information which includes system requirements,
City of National City Payroll HRIS RFP
service, organization information, references and pricing. Responses should be typed directly on
the electronic version of the RFP and returned with attachments.
City of National City Payroll HRIS RFP
2. City of National City Background
Overview
Provide company over view here
Compensation
The City has a wide variety of pay types outside of normal wages, sue:
Standby/on call pay
• Shift differential pay
• Assignment pay
• Holiday pay
• Education pay
• Bilingual pay
• Longevity pay
Generally, the City has relatively complex pay rules that re t ect the breadth of its business
operations. The City currently has a total fifeight different ern ee groups governing all of the
City's job classifications: The specific rules governing an employee's compensation are
dependent on the employee's job classificationand er ployee group,A current list of deductions,
benefits and accruals can be found in the attac
Benefits
Benefit eligibility is`de
health -related benefits However„leave benefits do,vary within the regular full-time and regular
part-time groups Leave benefits include traditional vacation and •sick leave accruals with some
employereceiving n annual e ccutive or adriiinistrative leave accrual. Accruals vary by group
and years "of service.
Current Software
ned bymployment status,; Benefit eligible employees have the same
The City uses Fdeu software for its ERP and financial needs, the City is actively using the
payroll and time and .ttendance capabilities. At this time, the City has deployed the human
resources modules available through Eden on a limited basis. The City has an annual service
agreement for applicant; tracking software through NeoGov.
Payroll
Eden
Time and Attendance
WinDSX, Telestaff
HRIS
Eden (limited)
Applicant Tracking/Career Center
NeoGov
City of National City Payroll HRIS RFP
Roles and Responsibilities
Employee life cycle management is currently a joint responsibility of the finance and human
resources departments. Finance employs one full-time payroll technician. There are 3.0 FTE
members on the human resources team. Finance is primarily responsible for payroll and for
entering and maintaining the data within the Eden system. Human Resources is responsible for
compensation, benefits and staffing. Both Finance and Human Resources maintain some
duplicative employment data in its own spreadsheets and the Eden software system.
Human Resources must provide accurate, timely information to finance when there are payroll
implications. This is generally done through Eden entries via the modules that feed to the
finance modules. Prior to entry into Eden, a paper form is prepared by the interested department.
The form is routed through HR for signature, to the Office of the City 11 anager for signature and
then returned to HR to be entered into Eden. The paper form is routed to Finance for record
keeping.
'Time Entry
City.employees (200-450), with the exception of fire and police personnel, enter their time
manually using paper time sheets. The time sheets are routed to a supervisor for approval then •
routed to finance where the data is entered rito he payroll module in Eden. Approximately 200-
250 of the City's employees are part-time hourly employees Fire and Police personnel are
scheduled electronically through Telestaff. The Telesaff data is traismitted to Eden (150-200).
City of National City Payroll }IRIS RFP 10
3. Required Vendor Information
System Requirements
Provide a brief description in each section. Also note the software product or upgrade necessary
for the functionality, if it is different than your base/core product. If multiple solutions are
available, attach product comparison sheets.
General
Requirements '
Vendor Response
Ability to interface with Eden financial
module.
Ability to import and export data from
Microsoft Word, Excel and Access.
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System allows unlimited history. Does this"`
require archiving records?
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Ability to "effective date" transactions, both in
the past and future.
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System requires a single login to access all '
modules.
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Ability to make software adjustments or add Y
additional customization to the software as
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needed. „,
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Ability to create, track, report and maintain
history on custom fields. "'%,
Ability to;attach documentation to ark,
empl oyys record. ,-'%F;.. ry/
Ability do create and populate,Customelds
Ability to store a blank electronic fora n�.
Ability to store�cq pleted electronic forms
with an individual'ernploye <record.
System has conditionalworkflow capability
(ie: approve/not appro-fie)
System can use email to communicate with
employees or administrators for the purpose of
workflows.
Ability to establish notifications or triggers
within the system.
City of National City Payroll HRIS RFP
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Ability to reverse deletions or additional
confirmation is present when a deletion is
requested.
Ability to code reasons for changes to the
system.
Ability to identify and maintain a record of
individuals creating and editing records.
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It will be necessary for the payroll data to interface with the City's gene i ledger through Eden.
What would be required from us to make this successful ame any clients/you have where you
have established a similar interface. Once this interfac is established, who rs sponsible for
maintaining the integrity through system upgrades etc? Would the City have on
update the mapping tables? Is a tool available to drill elown/analye data posted to
ledger?
How do you handle system upgrades? Ark
additional fees assessed?
flexibility to
general
rades included is e basic agreement or are
What type of customization can clients do without incurring additional fees?
Who has responsibili
overwritten in an up
Describe th
modules
How muc
modules/appT ;ati
ig customization changes? Will customizations be
e and attendance, and human resources
aine4t your system and is the amount consistent across
urreren
Ability to restrict access to specific functions,
files and data elements based on user profile or
workstation ID.
Ability to restrict users from viewing and/or
editing at the field level.
Ability for the City to manage system access
without relying on the vendor.
City of National City Payroll HRIS RFP
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Ability to set up "mass" security profiles by
employee group.
Describe your approach to system security. Have there been any significant company security
breaches in the last five years? How do you handle security breaches?
What happens when the system is accessed by someone without rights? What password
authentication controls are utilized?
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on
Self service offers "real time" integration with
payroll/HR.
Ability to customize information, reports and
workflows offered through self-service to
different employee groups.
Ability to brand self service screens.
Ability to offer reports through manager se
service.
Ability to access self-service from remote
locations.
Ability to establish linksto o
What functions within you
What sup
How2fa
employees An
bsites.
are are accessible j b. the web?
om our IT department?
dig out self-service? What training would be available to
e
assist organizat .ons in ro
pr managers .
To what degree can%our self'service interface be customized?
uiremenl
Ability to create customized reports with
minimal training or vendor support.
Ability to run reports based on past, present or
future/"effective" dates.
City of National City Payroll HRIS RFP
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Ability to report or track changes made on the
system with user name and date (audit report).
Allows users to use a drop down menu when
creating reports.
Ability to view, on one screen, all of the fields
related to an employee for the purpose of
creating reports.
Ability to create report templates.
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Ability to create custom reports using any
fields available in the modules.
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Ability to save or export reports to Excel, PDF,
Word, etc.
;
Describe how the report writing tool works. Is the same ool_u ezd in all modules or do the
reporting tools vary?
What special features and functions make your product distinctive in general query and analysis?
Describe how your report writer can filter data n iuu't pteways using any field? Can data be
sorted by both financial ar�ameters; (business unit budget code) and human resources parameters
(organization level, job code)?
List or attach standard eports provided through your system. Please find attached.
Describe the yJtem'sbility to`for nat reports Does the data have to be exported to a Microsoft
Office product beforefornaatting c occur? Attach a formatted report that was created using
your syste n that includes an organization logo.
Are there any fields or data that; cannot be used for reporting?
Attach an audit repo r( royided through your system.
Payroll
cluireiner
System automatically calculates overtime.
Ability to assign OT for hours worked or in a
paid status over a 40 per week.
City of National City Payroll KRIS RFP
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Ability to assign pay to public safety
employees based on a 7k exemption as allowed
for in the California Labor Code.
Ability to add additional pay in the form of
lump sum payments or hours.
Ability to calculate weighted average OT.
Ability to see different types of premium pay*
(e.g. holiday pay, standby pay) listed
individually on pay statement.
Ability to pay fixed premium pay amounts on a
daily, weekly or monthly basis.
Ability to see overtime pay listed as a separate
item on pay statement.
Ability to calculate automatically OT when pay
premiums are present in addition to base pay.
Ability to calculate benefits based on base pay
when premium pay is present. >
Ability to leverage past employee data for
rehire.
Ability to easily flag or identify who is still
active in the system but not'ectving pay.
Ability to store multiple rates o pay on the
master file.
Ability to assign time automaticallyto multiple
business units by,mployee.
Ability to have information some
just byy period.
Abil"it
systems.
dle mult•
iple time -off accrual
System automatic
leave accruals.
y calculates and posts
Ability to void checks'b'iiumber and reversals
are shown in the general ledger in "real time".
System automatically handles garnishment
calculation, prioritization and pay.
Ability to print two signatures on the pay
check.
Ability to process pay/manual checks outside
of the normal pay cycle.
City of National City Payroll HRIS RFP
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Ability to transmit payroll data to the City's
bank for direct deposit transactions.
Allows data processed outside of payroll to be
automatically posted to the general ledger.
Ability to void and reissue checks.
Allows employees to update home address, W-
4s through self service.
Ability to handle special taxation rules for non-
cash benefits such as long term disability,
group life insurance and community center
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memberships.
Ability to exclude pay types from eligible
earnings for calculations.
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Ability to handle multiple rules based on
employee group.
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*Premium Pay is pay outside of base payoOT in the form o
example, standby pay, bilingual pay or K 9 pay 'or non-exemp
must be added to the base pay for the purpose of calculating 0
Summarize the payroll se
Does you organization
what would that process
Explain ldw the veric
your sdfCware. Attach a
employee;;na pay period.
urs or lump sum amounts. For
1pyees, premium usually
ou provide that would no longer need to be handled in-house.
e aU Iity to fully take fiver the administration of payroll? If so,
Ion of
ayoll
roll works. Attach a payroll exception report generated from
at<,shows all of the deductions, benefits and accruals by
Does your orgar , tion specially handle deposit and filing of taxes and processing of W-2's or
is it handled by a oes your organization file state unemployment insurance reports
and quarterly tax returns 941)? Is this included in the base service or an additional fee?
How is your organization assisting with the COBRA subsidy as part of the recent American
Recovery and Reinvestment Act?
How is your organization preparing for the pending requirement to report the cost of health care
benefits on W-2 forms?
City of National City Payroll HRIS RFP 16
Time and Attendance
uirernent
Ability to create, store and update individual
employee schedules.
Ability to request and approve time off or
leaves in advance.
Ability to pre -populate time with approved
time off, leaves and holidays.
Allows supervisor to make changes either to
the schedule or reported time.
Ability to create an employee time off/leave
calendar by group, division or department. Is
this available through manager self-service?
Allows supervisors of employees with multiple
positions to see all schedules associatedCy\'lt i employee.
Supervisors can view schedules within their;
workgroup and by employee.
Ability to import schedules.
Ability for schedules to bpu
employee's time caret:`
Ability to trask,oa
s ,worked
Ability to, het standard hears or seschedules so
that employees only enter exceptions
Ability to xquire employee to,/associatetime
worked wit'bsness unit, buet code, job
code, project ri* er or pay type... ideally with
a customized drop do n menu.
Ability to set default jo`codes, business unit
codes or project codesin system.
Ability for managers or finance staff to
establish job codes or project codes in the
system as needed.
Ability to set a time frame and review both
days and hours worked for FLMA,
Workers Comp, mid period pay changes.
City of National City Payroll:HRTS RFP
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Ability for managers to view, fora specified
period of time, hours worked by employee,
budget code, job code, organization level
and/or pay type.
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Allows for multiple individuals to approve
time electronically.
System generates automatic reminders to
employees to approve or enter time.
Allows for time approval by multiple
supervisors when the employee holds multiple
positions.
Ability to flag leave time, comp time and OT
for approval.
Allows manager or administrator to override
time entries.
Ability for shift leader to enter or approverOT
and unscheduled leave at the end of a shift;';
ertime, an
Allows the employee to choose compensatory;,
time in lieu of OT and alloemployee to
use compensatory timen•'lieu of levee.
Ability to flag hour,.%scJ
excess of 40 when an em
multiple positions,;
Ability to
appro ch°OT.
supervisors w
Ability to handle complex pay,rules with
regard to overtime and specipay that vary
by work group:
Ability to calculate
htedaverage OT.
Ability to handle OT wher it is both paid for
hours in excess of scheduled hours for the day
or hours over 40 in a week.
Othert
System includes audit trail for entry changes.
Allows time entry on-line and through time
clock.
City of National City Payroll HRIS RFP
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Allows managers to apply filters when viewing
time entries.
Ability to capture time remotely either through
the web, phone or wireless device.
Allows time history to be maintained.
Allows supervisors and administrators to run
exception reports.
Are time and attendance and payroll part of the same system? Separate modules?
Separate software programs? How is full integration achieved for e customer?
customization and upgrades? Dges it a common se fservice user
If time and attendance is a separate software program, is, covered under n::terms of
agreement regarding
interface with the payroll/hr software? Is only one required for both sftware-
applications?
Describe how the time and attendance system can be used to'-e
- • time in a cost recovery 'environment.
Describe how the time approval process is handle
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4.
ctively and efficiently monitor
How much down time as experienced by your time and attendance system in the last two
years? How was this managed to Minimize disruption to the end users? Human Resources
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Organization Infomation
Requirement
or -/eSptin
Ability to track and run s " ard
report.
Abilityo'ex ort data to create or am ton
charts.
Ability to track and organize employee data
based on:
• Department and/ordivision
• Manager
• Budget Code
• Employment location
Ability for managers to update organization
information online, such as reporting
relationship or location, with approval.
City of National City Payroll HRIS RFP
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Ability to support employees that hold multiple
positions with different department and pay
rates.
Ability to create FTE reports.
Explain how an organizational chart is run?
Does your system provide an employee filter or inquiry ability tg s
location, salary and experience?
,employees by gender, age,
Ability to forward information from career
center HRIS module (or third party career
center software) into main HRIS systemso
data does not need to be reentered.
Ability to create a new hire workflow that
enables human resources to notify, assign
tasks, or collect data from multiple parties in
the event of a new hire ,
Ability to enter new h re data before start date
or start of payroll period (effectivel,dating).
G -
Allows new hires to enter iaformafioii
web portal prior state date.
zstore and sort%
test hired, date firs
to meat status'
Ability to tracepre-employment process
activities such as drug testing3 physicals and
background checks
Ability to run a report ofnew hires prior to
their start date.
What is the information flow for a new hire?
What information can an employee enter through self-service? What can a manager enter? What
does payroll/human resources enter?
City of National City Payroll HRIS RFP
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ayee
rrnina
u1reme
Ability to track termination by reason, date,
rehire eligibility and COBRA election.
Ability to archive terminated employee
information indefinitely.
Ability to enter and track performance -related
notes on an exiting employee.
Ability to maintain information on property
issued to an employee such laptops, ,keys etc.
so that this property can be collected.
Ability to track multiple hire and termination
data for a single employee.
Ability to create a termination workflow that
enables human resources to notify, assign
tasks, or collect data from multiple partits,in
the event of a termination. For example,
notify and record that computer access has
been disabled.
System automatically updae'
sick leave aced on
criteria,Ability to assign c*rual cri
table7towindividual or group
�s)s,of em
aea
blishe"
ria (or
ployees.
Ability foij1nployees and niOagers tO/ directly
view leave a o is earned and taken, and the
dates on which elaccruals were used.
Ability to track otherorm0f periodic leave
accrual such as compensatory leave and
furlough leave hours.
Ability for employees to request time off
through self service. Managers can approve or
deny request through self service.
Ability for employees and managers to view
future accrual balances based on a point in
time.
City of National City Payroll HRIS RFP
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Ability to hold approved time off requests until
appropriate pay period. Approved time off
automatically pre -populated in time and
attendance.
System automatically flags time off requests
for both the manager and the employee when
the employee will not have the required
accrued amounts. Abilityter
to require additional
approval from human resources.
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Ability to track leave type and dates as part of
each employee's record.
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Ability to produce reports on leaves by
organization, department or employee.
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Ability to track FMLA by individual on a
rolling calendar year.
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Ability to do multiple coding for leave hours.
For example, time off could be coded both as
sick leave and FMLA. ;%
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Ability to request and approve leave of absence
(such as FMLA) electronically, including'
necessary legal notices ,y,/
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Ability to set leave accrual maximums and to
flag the employee when he or she 1
approaching leave maxima n ,,
r
Ability to map all f an individual employee's
time off/leaves during a specified period and in
f7
a calendar Format. Availablet o self ,
service`. i'
How does your
available for revie
em track scheduled leave versus leave actually taken? Is this information
ensation
ormance Managei
qui emerlj
or;
Ability to store compensation range
information as part of the employee record.
Ability to store step compensation ranges. For
example, minimums, maximums, midpoints (or
steps)
City of National City Payroll HRIS RFP
22
Ability to do mass updates of base pay by
employment status.
Ability to assign start and stop dates to
different types of premium pay.
Allows employees to access current
compensation and compensation range/plan
information via self-service.
Automatically generates approval process for
manager and HR when an employee becomes
eligible for a "step" increase.
"'
�,
Allows managers to access compensation data
for employees and to run reports.
7/
'"M.�
�%
Allows managers to view general
compensation plan structure.
, ,.
'
,
�
r=,
Allows HR, manager and employee to track
pay history.
Ability to track performance reviews, both.due
date and date completed. %
,
System automatically notifies a manager when`
a performance review is due and overdue.
,
,
Ability to complete annual ;goals and results -
(performance reviews) online
,
Ability to store performance review documents
as part of the employee record
2
J;
Ability to store discipline date ,as�part o the;; j
employee; record 2
w compensation data can b'e shared between your system and the City's ERP, Eden.
�evelo me
or
Ability to store and monitor' training
requirements for each position.
Allows HR, manager and employee to review
employee's training history.
Ability to distinguish who enrolled but did not
complete or attend training.
System automatically notifies HR, manager
and/or employee when a required training is
due.
City of National City Payroll HRIS RFP
23
Ability to create a training development
program for an associate
Ability to apply for tuition reimbursement on-
line.
Ability to track tuition reimbursement by class,
date approved, completion date and
reimbursement amount. Ability of employee to
view this data.
Ability to run completion reports of specific
training sessions by division, department or
employee.
,
Service
Describe -your approach to implementation. Provide a" sam
plan for the City.
Who would be assigned to the implemental;
What is the training process for the first payrq
How many parallel run
enmentation timitrg and action
What is theirs xperience and background?
Describe your support cent; j perations, including hours and location. What is the average
tenure of your support center,§tat ouldthe�Cibe assigned an account representative for
support? If yes whaty s here experience and tenure? How is back up support handled?
What
regulatory c
f technical traiiiin
i/anges with regar
What type of trai
technological upgra
How are clients notified of system issues or downtime? How much down -time have you
experienced over the last two years?Describe how you handle technological upgrades with your
clients so that down time is minimized. Please attach all necessary and available SAS70
documentation.
do you rovide to ensure that your clients remain abreast of
to payroll?
ourovide to ensure that your clients are aware of best practices and
What written documentation is provided with your service? What type of information is
available on your website?
City of National City Payroll HRIS RFP
24
How is the quality of your support center monitored? Describe any formal quality programs you
have in place. Review any available quality or performance data. What percentage of service
calls are resolved upon first contact? If a call is not resolved, what is the process to resolve the
issue?
'What types of issues are routinely resolved through service calls? What types of issues are likely
to result in additional service charges?
What is the ratio of support center staff to clients? On average, ho,v n do clients have to wait
tohave a call answered?
Do you facilitate a user group? How does the user grow'function?
Organization Information
Give a brief description of your organization's mission and
business is a parent or a subsidiary in a group�of companies.
Where is your company headquartered and where is
mess model. Indicate whether the
st facili
to National City?
What is your primary businessfocus? When didyou enter the payroll/HR outsourcing business?
What percentage of revenues does' t s business represent?
Has your companreceive u distinguish yourself from the competition?
Describe our client base
What client retention
and HR services. What is the average size of your client?
"rage, how long do your clients remain with you?
What have yo ry average amnia sales been in the last five years? Has the company incurred an
operating loss during this pertpd?
Describe your organization's approach to research and development? What percentage of annual
revenue is reinvested in research and development of new technologies? Describe new.
technologies you have introduced in the last three years.
References
List any relevant clients within the same industry and client size that you work with. Provide
contact information for at least three organizations.
City of National City Payroll HRIS RFP 25
List two local clients of a similar size that have recently transitioned to your organization for
payroll processing. Provide contact information.
Pricing
Describe implementation and service fees for the desired functionality as
your pricing structure, please price separately the cost of a software so
takeover of payroll administration.
Describe any items that would require additional fees and thee/stimate+
services.
How long would the proposed fee structure remainA
Describe how your standard contract is structured.
What fee increases have your clients expe enc d over the five
SELECTION PROCESS
outlined in the RFP. In
on and the cost of a full
st for those additional
This RFP does not indicatenitment by the City to away contract to any successful
respondent. The City intends to eatuate the propped services based upon the data presented in
response to the RFP. Thy roposal will then be rei iev1ed based on qualifications, specific
experience, references, fain' services and pricing, and then rated according to
which companymeets the City s requirements.
CONTRACT
The firm selected shall be required to enter into a contract for this service with the City of
National Ciiyrny contract rekulting from this RFP shall not be effective unless, and until,
approved by the Cityof Nati+ a1 City, which may require City Council approval. Upon
approval, the contracl%start within 1 day after the award of the contract.
Before the City executes a contract, the selected firm shall furnish the City certificates
evidencing insurance, as required by the City of National City. The City shall be named as
additional insured. Certificates of Insurance must be accompanied by the applicable
endorsements for the specific insurance policy.
City of National City Payroll HRIS RFP
26
A sample contract is available for review. It is subject to change at the discretion of the
City of National City.
OTHER PROPOSAL INFORMATION
A. Reservations
Issuance of this RFP does not commit the City of National City to award a contract, to
pay any costs incurred in the preparation of a response to thisqucst, or to procure a
contract for services. The execution of any contract pursutsto this RFP is dependent
upon the approval of the City of National City, which rrirayreq'uare City Council approval.
The City of National City reserves the right to waieanyzirre
or informalities in
the proposal or proposal process. The City of N,a ional City retains the ri ht to reject all
submittals. Selection is also dependent upohenegotiation of a mutually acceptable
contract with the successful respondent.
B. Acknowledgment of Amendments
Each firm receiving a copy of this shalll acknowledge receipt of any amendment to this
RFP by signing and returning the amendment with the comp, eted proposal. The
acknowledgment must be received bythe Gityof National city at the time and place
specified for receipt of proposal.
C. Additionallnf
to:
estions regar
Stace >Stevenson
rig this solicitation shall be submitted in writing
sources Director
atonal Cif
2th Street, Suite A
CA 91950
nationalcityca.gov
Respon1e -s/firms are,'cautioned that any oral statements made that materially change
any portion, ,afthis PO are not valid unless subsequently ratified by a formal written
amendment to {had RFP. No technical questions that may materially change any portion
of this RFP wit 'be accepted during the seven calendar days prior to the time and date set
for receipt of proposals.
D. Right to Cancel
The City reserves the right to cancel, for any or no reason, in part or in its entirety, this
RFP, including but not limited to: selection schedule, submittal date, and submittal
requirements:
City of National City Payroll HRIS RFP 27
E. Variations in Scope of Work
The City Of National City may materially change the scope of work. Such changes may
include additions, deletions, or other revisions within the general scope of RFP
requirements. The City of National City reserves the right to waive the written
requirement for a variation in the scope of work if, in the opinion of the City, such
variation does not materially change the item or its performance within parameters
acceptable to the City.
F. Applicable Laws.
The contract awarded shall be governed in all respect by thaws of the State of
California, and any litigation related to the contract or this' FP;shall be brought in the
State of California, with a venue of the San Diego Superior Cours;The firm awarded the
contract shall comply with all applicable Federal?,Sate, and local laand regulations.
G. Nonconforming Terms and Conditions.
Any proposal that includes terms and conditions that do not conform to the'ms and
conditions of this RFP is subject to rejection as non, responsive. The City df National City
reserves the right to permit the respondent to withdrawnon-conforming terms and
conditions from its proposal prio action by the City or National City City Council to
award a contract.
H. Late Submissions.
Any proposal receiy
or considered.
r the date an
me speciLied%for receipt shall not be accepted
atinnal City are considered public records and
selection for public inspection and copying upon
City of National City Payroll HRTS RFP 28