SHERBURNE COUNTY, MINNESOTA REQUEST FOR PROPOSALS FOR EMPLOYEE PERFORMANCE MANAGEMENT SOFTWARE PURPOSE This Request for Proposals (RFP) is issued on behalf of the Sherburne County Board of Commissioners, Elk River, Minnesota for the purpose of soliciting proposals from qualified vendors to obtain an employee performance appraisal and management software. GENERAL OVERVIEW The County currently has 633 permanent employees. There are ten collective bargaining units covering 60% of those employees. The existing performance appraisal practices are not consistent throughout the organization and many were developed almost twenty years ago. The employer intends to purchase software to facilitate creation and application of an organization-wide performance appraisal system and process that is effective, efficient, user friendly and facilitates an improved pay for performance compensation model. The project manager shall be the Human Resources Director. An advisory Steering Committee will analyze the proposals and make recommendations regarding which software will best meet the organizations’ needs. The Sherburne County Board of Commissioners will make the contract award decision. SCOPE OF SERVICE Listed below are the system attributes to be addressed. Proposals should address each item by number on the attached spreadsheet and state whether or not the proposed system includes the functionality, does not include, or how the need will be fulfilled. The response shall not exceed 20 single sided pages and be prepared assuming a “go live” goal of December 1, 2014. Required Attributes A. Administration: 1. Allow the System Administrator(s) to assign views and data access to relevant employee data for specific roles and users. 2. Allow multiple authorized users to access the same data at the same time. 3. Allow administrators to monitor timelines and evaluation progress at all levels of the evaluation process. 1 4. Provide an audit trail of evaluation process activity. 5. Ability to export data and reports for printing and/or storage within employee personnel files. 6. Ability to support several different evaluation templates by position and/or department. 7. Allow for real-time E-Signatures and Approval work flows. 8. Present only those functions and options appropriate to a person’s individual role(s) when logging onto the system. 9. Support the ability to define workflows with approval and routing processes. 10. Provide “bank” of standards, dimensions, competencies, evaluation descriptions. 11. Support the ability to import and maintain job descriptions. B. Security: 12. Data into and out of a hosted solution shall provide for a secure encrypted transport. 13. Ability of automatic save and logoff after specified period of idle time. 14. Provide an overview of system security to ensure private data is protected. 15. Provide security such that employees and supervisors can view only their specified data. C. Technical: 16. Support the ability to implement into a Microsoft Active Directory Environment for ease of user account administration. 17. Support customization and flexibility. D. Functional: 18. Support customization and flexibility. 19. Provide a multi-rater feature. 20. Ability to alert evaluators to evaluation timelines via email. 21. Ability to create and track goals, development plans, performance plans and journal entries. 22. Ability to allow users to attach files and documents in a variety of formats. 23. Support customization and flexibility. 24. Reporting capabilities include standard delivered pre-defined reports and custom reports with the ability to print, save or export to other programs. Provide samples of pre-defined reports. 25. Ability for editing features such as spell check, grammar check and formatting. 2 Optional/Desirable Attributes 1) A vendor hosted system is desirable. Provide an overview of the hosting system including data center location, backup, performance monitoring, security, and access controls. If the system is not hosted, indicate required hardware and any other necessary requirements. 2) Describe any customization services offered and provide pricing for each. PROJECT INFORMATION 1) Provide information regarding identification of implementation project manager, project manager responsibilities, set-up procedures and timelines, and user training provisions. 2) Provide information regarding user documentation to be provided to those responsible for the operation and support of the system as well as end-users. 3) Describe maintenance and support plan including procedures to resolve system problems, support options available, and policy regarding future enhancements and upgrades, including any additional costs. 4) Provide a list of current Minnesota clients, including contact information. PRICING Indicate costs as described below. Implementation 1) Software license costs for 630 to 650 employees 2) Implementation, training, etc. 3) Project expenses – Other Costs On-going Costs 1) Annual operations and maintenance costs 2) Additional costs for adding more employees SELECTION CRITERIA Extent to which the proposal meets the RFP’s functional and technical attributes. Ability to navigate easily. Project approach and management. Training and documentation provided to administrators and end users. Experience and qualifications including number of installations, preferably with similar sized public sector organizations. 6) References, minimum of three with names, phone numbers and installation date. 7) Pricing 1) 2) 3) 4) 5) 3 PROPOSAL REQUIREMENTS All proposals must be submitted electronically by 2:00 P.M. central time on May 29, 2014 in PDF or MS Office format to roxanne.chmielewski@co.sherburne.mn.us Sherburne County reserves the right, in its sole discretion, to select the firm based on the County’s evaluation and review of the proposals and such other relevant information as the County shall have before it, and based upon the County’s determination as to which proposal best meets the County’s needs. Proposals may be rejected due to an incomplete response to these RFP requirements. ADDITIONAL CONSIDERATIONS The Sherburne County Board of Commissioners reserves the right to reject any or all proposals and the County further declares that it will incur no financial obligations for any costs by any company in preparation of the proposal. The County reserves the right, in its sole discretion, to select the firm based on the County’s sole evaluation and review of the proposals and such other relevant information as the County shall have before it, and based upon the County’s own determination as to which proposal best meets its needs. During the performance of any contract awarded as a result of this RFP, the contractor agrees to the following: No person shall, on the grounds of race, color, creed, religion, national origin, sex, age, marital status, public assistance status, veteran status, physical disability, sexual orientation, or political affiliation be excluded from full employment rights in, participation in, be denied the benefits of, or be otherwise subject to discrimination under any program, service or activity under the provision of any and all applicable federal and state laws against discrimination including the Civil Rights Act of 1964. All data collected, created, received, maintained or disseminated or used for any purposes in the course of execution shall be governed by the Minnesota Government Data Practices Act. The designee for release of information shall be the Sherburne County Human Resources Director. The Contractor shall defend, indemnity and hold harmless the County against any and all liability, loss, damages, costs and expenses incurred by the County as a result of the Contractor’s acts or omissions. It is agreed that nothing contained herein shall be constructed as creating or establishing the relationship of co-partners or joint venture/enterprise between the County and the Contractor for any purpose or in any manner whatsoever. The Contractor is to be and shall remain as an independent contractor with respect to all services performed. Further, 4 the independent contractor shall be responsible for its own taxes and benefits of its employees and/or agents. For further information contact: Roxanne Chmielewski Human Resources Director Sherburne County Government Center 13880 Business Center Dr. NW Elk River, MN 55330 Phone: 763/765-3008 Email: roxanne.chmielewski@co.sherburne.mn.us Attachment: Attribute Spreadsheet 5