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RFP for HR Services

The Root Agency is seeking proposals from qualified Human Resources (HR) companies to conduct a comprehensive review of our current HR policies, procedures, benefits, hiring guidelines, company handbook, and onboarding processes. The purpose of this review is to ensure compliance with relevant laws and regulations, optimize operational efficiency, enhance the overall employee experience, and potentially contract for ongoing services.
The Root Agency helps philanthropy Take Root and Grow. Rooted in technology, development, and creative services, we are an extension of nonprofit teams through our shared-services model. Meeting clients where they are, we provide the most customizable development programs with the greatest value on the market. Together, we've raised more than $100 million nationwide. We are headquartered in Dunedin, Florida.
The primary objectives of this RFP are:
     • Review and update existing HR policies, procedures, and guidelines
     • Ensure compliance with local, state, and federal regulations
     • Assess the effectiveness of current benefits packages and make                               recommendations for improvements
     • Review and revise hiring guidelines to attract and retain top talent
     • Update the company handbook to reflect any changes resulting from the              review process
     • Provide customizable services for preemployment activities, coordination             of candidate screening and onboarding activities 
Scope of Work
      • Conduct an initial assessment of our current HR policies, procedures,                      benefits, and company handbook
      • Identify areas for improvement and provide recommendations for updates           or revisions
      • Collaborate with The Root Agency's HR team to implement approved                    changes
      • Provide documentation and training materials as necessary to support the          implementation process
      • Deliver a final report summarizing findings, recommendations, and any                proposed revisions to HR materials
      • Concurrently manage preemployment activities, coordination of candidate          prescreening, and onboarding activities


Proposal Requirements

Interested parties should submit proposals that include the following
   • Company background, including relevant experience in HR consulting and            policy review
   • Approach and methodology for conducting the review
   • Proposed timeline for completing the project
   • Qualifications and credentials of key personnel who will be involved in the           project
   • Cost estimate, including any potential additional expenses
   • References from previous clients who have undergone similar HR Review
   • Cost for scaled project deliverable options (ie: Phase 1, Phase 2, Phase 3 as             applicable)

Evaluation Criteria

 Proposals will be evaluated based on the following criteria:
  • Experience and expertise in HR consulting and policy review
  • Clarity and feasibility of the proposed approach and methodology
  • Ability to meet project deadlines
  • Qualifications of key personnel
  • Cost-effectiveness
  • References and past performance

Submission Instructions

 Interested vendors should submit their proposals electronically to no later than April 1, 2024. Late submissions will not be considered. Any questions or clarifications regarding this RFP should be directed to at (727) 470-8125


  • RFP Issuance Date: February 19, 2024
  • Deadline for Questions/Clarifications: March 15, 2024
  • Proposal for Submission Deadline: March 22, 2024
  • Vendor Presentations/Demonstrations (if necessary): March 29, 2024
  • Anticipated Contract Award Date: April 1, 2024

The Root Agency reserves the right to reject any or all proposals received in response to this RFP and to negotiate separately with any vendor. Submission of a proposal indicates acceptance of the terms and conditions outlined herein.

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