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REPORT
CORPORATE SERVICES DEPARTMENT
Meeting: General Purpose and Administration Committee
Date: February 2, 2009
Report #: COD-010-09 File
SUBJECT: EMPLOYEE ASSISTANCE PROGRAM
Resolution #:~ ~-' ~} `"~
By-law
Recommendations:
It is respectfully recommended that the General Purpose and Administration Committee
recommend to Council the following:
THAT Report COD-010-09 be received;
2. THAT the Manager of Purchasing be authorized to enter into negotiations with
the Regional Municipality of Durham, Family Services for the provision of an
Employee Assistance Program for a three year term with an option to extend the
agreement for additional terms provided the level of service is satisfactory and
the service costs are acceptable;
That the Director of Corporate Services be authorized to sign any related
operating agreement that may be required for the services and any extensions;
and
4. THAT, should negotiations fail to result in an acceptable agreement, the Manager
of Purchasing undertake a Request for Proposal process to secure the required
Submitted by: GW~-~ Reviewed by. ~`"~~~--~~ u
Marie Marano, H. .S ., C.M.O. Franklin Wu,
~ Director of Corpora Services Chief Administrative Officer
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CORRPORATION OF THE MUNICIPALITY OF CLARINGTON
40 TEMPERANCE STREET, BOWMANVILLE, ONTARIO L1C 3A6 T(905)623-3379 F (905)623-4169
REPORT NO.: COD-010-09
PAGE2
1. BACKGROUND AND COMMENT
1.1. The current Employee Assistance Program expired on March 31, 2008 and the service
provider, Shepell FGI, undertook to continue the service on a month to month basis
while the staff dealt with the renewal of the Employee Benefits program and undertook a
review of the Employee Assistance Program with a view to developing a new Request
for Proposal in order to establish a new Employee Benefits Program.
1.2. During the ensuing. months staff received an unsolicited proposal from the Regional
Municipality of Durham, Family Services Branch on the provision of an Employee
Assistance Program. Corporate Services staff have been reviewing the material and
speaking to other municipalities in the area, Whitby and Ajax, that have been using the
services and the comments have been very favourable. In the case of Ajax, they have
just renewed the agreement for a further five year term.
1.3. Staff covered by the Employee Assistance Program included all Municipal staff including
Emergency Services and the Library on a charge back basis. On the introduction of a
new program the Clarington Museum can also be invited to participate on a charge back
basis.
2. ANALYSIS
2.1. As specified in the Purchasing by-law certain services are excluded or not covered by
the Purchasing By-law nor do they require a purchase order unless specifically
requested by a Department Head or the vendor or the supplier of the products or
services. This is provided in Appendix A, Section 5 b. In addition, Section 6.4 of
Appendix A provides as follows:
"6.4 Regional Municipality of Durham or other municipalities located within the
Regional Municipality of Durham Goods and Services."
An excerpt from the Purchasing By-law is attached as Schedule "A".
2.2. Staff has reviewed the proposal from Family. Services and made a comparison of
services offered by our current service provider and concluded that Family Services can
provide all services required.
REPORT NO.: COD-010-09 PAGE 3
2.3. Using figures provided in the Family Services proposal and the number of staff currently
covered by the FJ~P, approximately 300, it is estimated that the annual cost of the Family
Services agreement would be in the area of $23,400.00 per year over a three year
agreement. This is slightly higher than our current service provider rate of approximately
$21,000 per year, established in 2005. However, it is expected that the private sector
rate would increase by an undetermined amount due to inflation if we issued a new
request for proposal.
2.4. The Family Services proposal also provides for additional services on an as required
basis such as Trauma Response and Critical Incident Stress Management. These extra
services can be discussed during our agreement review and if necessary rates can be
established.
2.5. The purpose of this report is to inform Council of the opportunity to utilize services
offered through the Regional Municipality of Durham and in order to take advantage of
this opportunity we would be moving away from the past practice of soliciting competitive
bids from the private sector.
Z.6. It is recommended that the proposed agreement be established for a three year term
with an option to renew for further terms provided the level of service is satisfactory and
the rates remain acceptable. By maintaining a long term agreement, employees who
are experiencing difficult circumstances, will have continuity of service and relationships.
In the past it has been evident that staff are reluctant to move from dne provider to
another and have expressed their concern with any intention to change carriers. On the
other hand, staff input can provide the confirmation that the service provider is meeting
the requirements of the agreement and providing satisfactory service.
2.7. As with any long term agreement staff can and will undertake periodic reviews to
determine if the service provider is still competitive in their pricing plan and that the
service is satisfactory.
2.8. In addition to the foregoing, a change of this nature reinforces and provides support for
Regional government services.
REPORT NO.: COD-010-09
3. FINANCIAL IMPLICATIONS
PAGE4
3.1. As noted, the costs provided by Family Services are felt to be comparable to the rates
we would expect to receive in the event of a full RFP process; that is, an amount in the
area of $23,400.00 per year. This amount is of course subject to discussion with Family
Services.
3.2. By utilizing the Regional services as suggested the cost in staff time is minimized and
the introduction of a new program can be achieved in one third the time needed if we
solicited private sector proposals.
4. CONCLUSION
4.1. After reviewing the proposal from Family Services it is expected that costs will be
comparable to that provided by the private sector. The time required to complete the
negotiations and establish a new agreement for the provision of the Employee
Assistance Program will be reduced significantly as will staff time. Based on feedback
from other municipalities the level of service is very good and Clarington staff can be
serviced from the area.
4.2. Under the circumstances it is staff's. recommendation that negotiations with Family
Services be undertaken with a view to establishing a new three year agreement with an
option to extend the agreement provided the level of service is satisfactory and the
pricing is acceptable. Should the resulting negotiations fail to provide an agreement
satisfactory to staff then a request for proposal can be issued to solicit proposals from
the private sector.
Attachments:
Attachment 1 -Schedule "A", Appendix A, Purchasing By-law
APPENDIX "A"
To By-Law # 2006-127
The Purchasing By-law and a Purchase Order are not required unless specifically requested by a Department Head or the vendor or
supplier of the Goods and/or Services in question does not apply to the items listed below.
1. Petty Cash Items
2. Traini ng and Education
a. Conferences
b. Courses
c. Conventions
d. Magazines
e. Memberships
f. Periodicels
g. Seminars
h. Staff Development
i. Staff Workshops
j. Staff Reports
k. Subscriptions
3. Refundable Employee Expenses
a. Advances
b. Meal Allowances
c. Miscellaneous-Non-Travel
d. Travel Expenses
e. Entertainment Expenses
4. Employers General Expenses
a. Payroll Deduction Remittances
b. Medicels
c. Licenses (Vehicles, Communiptions, etc.)
d. Debenture Payments
e. Insurance
f. Grants and Agencies
g. Damage Claims
h. Petty Cash Replenishment
i. Lantl 6 Building Lease Payments
j. Tax Remittances
k. Sinking Fund Payments
I. Newspaper Advertising and Public Notices
m. Day Camp or other similar Admission Fees
Certain Professional and other Services
a. Committee Fees
b. Counselling Services
c. Laboratory Services
d. Nursing Services
e. Physician Fees
f. Temporary Help
g. Banking and Underwrtting Services, where covered by Agreements
h. Legal Services
i. Engineering and Consulting Services provided for in a contract between the Corporation and Totten Sims Hubicki
Associates (1991) Limtted dated September 1, 1993
j. Newspaper, radio, TV advertising
k. Policing
I. Red Cross Supplies
6.1 Utilities
a. Postage
b. Water
c. Hydro
d. Gas
e. Telephones-excluding cellular
f. Cable television
62 Canadian National and Canadian Paafic Railways
6.3 Provincial and/or Federal Government Agencies or Crown Corporations
6.4 Regional Municipality of Durham or other municipaltties located within the Regional Municipality of Durham goods or services