AddendumOne.pdf

OEBB EAP RFP

OregonBuys # S-44300-00008777

Addendum #1

This is Addendum #1 to OEBB’s EAP RFP under OregonBuys Bid No. S-44300-00008777. OEBB’s RFP under OregonBuys Bid No. S-44300-00008777 is hereby amended as follows (the change will either be described or, if needed, specific language changes will be reflected by deletions being denoted by strikethroughs and additions being denoted by underlined language):

1. The third paragraph of Section 1.2, OEBB Demographics, of the Main RFP document is amended as follows:

“In the 2021-22 Plan Year, OEBB paid its EAP vendor a total of $695,347. As of May 2023, OEBB had paid its EAP vendor a total of $729,796 for the 2022-23 Plan Year. In addition, Proposers should note that OEBB is subject to a 3.4% budgetary growth cap. OEBB’s intent is to manage its overall expenditures within that 3.4% budgetary growth cap by holding each Benefit Plan Contractor responsible for managing its own costs within that budgetary cap, including the future EAP vendor that results from this RFP process. That said, OEBB will review and consider Proposals under this RFP even if the Proposal at issue would increase OEBB’s EAP costs by 3.4% or more over the 2023-24 Plan Year (assuming all requirements stated in this RFP are met). Once the ASP from this RFP is under contract with OEBB, it is OEBB’s intent to then manage costs within the 3.4% threshold. For these reasons, vendors are encouraged to submit a Proposal in response to this RFP even if it would represent an increase of 3.4% or more over the current Plan Year. ”

2. Section 4.1, Schedule, of the Main RFP document is amended as follows:

“The table below represents a tentative schedule of events. Unless otherwise noted, all Events will be due by 5:00 pm Pacific Time. All dates listed are subject to change. N/A denotes that event is not applicable to this RFP.

Event Date Time

Pre-Proposal Conference December 14, 2023

2:00 PM

TBD

Questions / Requests for Clarification Due January 2, 2024 December 28, 2023

5:00 PM

Answers to Questions / Requests for Clarification Issued (approx.) January 10, 2024

RFP Protest Period Ends January 17, 2024

Opening (Proposal Due) See RFP cover page

Attachment D and Disclosure Exemptions February 20, 2024

Presentations, Demonstrations, or Interviews (If needed)

March 18-22, 2024

Issuance of Notice of Intent to Award (approx.) March 29, 2024

Award Protest Period Ends April 5, 2024

Expected start date for resulting contract See Section 1.1”

3. Section 4.2 of the Main RFP document is amended as follows:

“Sheila Clausen is the OEBB SPC for this RFP; however, Any any and all questions from Proposers about this RFP, including questions relating to contractual requirements, clarification of specific information requested, the procurement process, or any other aspect of the project or needed services, shall be directed as follows:

• All technical questions related to the Proposal submission website or how to submit responses shall be directed to the appropriate customer support team at Proposal Tech at: support@proposaltech.com or via telephone at 877-211-8316 ext. 84;

• All other related assistance or questions related to this RFP should be submitted via the

Proposal submission website (www.proposaltech.com) using the “Ask Question” feature located on the left-hand menu under ‘Help.1’

Communications submitted through the methods described directly above will be shared with the SPC and the SPC will ensure that questions and comments received will be addressed through the appropriate RFP processes (such as through Addenda).”

4. Section 4.3 of the Main RFP document is amended as follows:

“The RFP and attachments are published in the State of Oregon’s electronic procurement system OregonBuys at https://oregonbuys.gov/ as a courtesy to prospective Proposers. This RFP will be administered, however, through the Proposal submission website hosted by Proposal Tech:

www.proposaltech.com. Documents will not be mailed to prospective Proposers.

1 Note: All communications sent via this route will automatically be forwarded to OEBB staff managing the RFP.

http://www.proposaltech.com/ https://oregonbuys.gov/ http://www.proposaltech.com/

Modifications, if any, to this RFP will be made by written Amendment(s) published in OregonBuys and also posted to the Proposal submission website. Prospective Proposer is solely responsible for checking OregonBuys and the Proposal submission website to determine whether or not any Amendment(s) have been issued. Amendment(s) are incorporated into the RFP by this reference.

Proposer Instructions for Accessing Proposal Tech. Go to http://www.proposaltech.com/home/app.php/register. Enter your email address into the field provided.

No registration code is necessary. Click “Begin Registration.” If you already have an account with Proposal Tech it will be listed on the registration page, if you do not, you will be asked to provide company information. Once your account has been confirmed, check the appropriate box for the RFP you’re registering for and click the “Register” button. An invitation will be mailed to you within fifteen minutes. If you have any questions regarding the registration process, contact Proposal Tech Support at 877-211-8316 x84.”

5. The document titled “Pre-Proposal Conference Agenda and Meeting Information” is added as a reference document to this RFP. This reference document includes information about the RFP’s pre-proposal conference.

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