AMENDMENT NO 2_RFP S-DASOBO-00010624_VPPTC Insurance_FINAL RELEASED (002).docx

AMENDMENT NO. 2 to RFP S-DASOBO-00010624 (“RFP”) | OHA SBM SOLUTION July 17, 2024 The purpose of this Amendment No. 2 (“Amendment”) to the RFP is to announce:

1. Completion of the July 12, 2024, Voluntary Pre-proposal Teleconference.

a. State conducted a Voluntary Pre-proposal Teleconference Call as scheduled on Friday, July 12, 2024, from 10 a.m. to 11 a.m. Pacific Time.

b. State conducted the Conference Call in the context of the Agenda Slide Deck embedded below as a PDF Document Object.

c. The following ten (10) companies participated on the call:

i. Ayin Health Solutions (formerly known as Performance Health Technology).

ii. Center for the Study of Services/Consumers’ Checkbook (CSS)

iii. Citiz3n Government Solutions

iv. Conduent

v. Deloitte Consulting

vi. Get Insured

vii. Idea Crew Inc.

viii. Maximus

ix. Optum

x. Serco North America

d. The Schedule of Events remains unchanged.

For convenience a copy of the current schedule is included on the next page. The next event is highlighted in yellow and the Proposals Due Date is highlighted in blue.

2. Release of Initial version of Sample Contract Exhibit C, Insurance. RFP Attachment A, Sample Contract, is amended to include the copy of Exhibit C embedded below as a Microsoft Document Object.

Please note that the exhibit is designated as “initial”. State may modify the insurance coverages and related amounts currently depicted in the exhibit. OHA will review Round 1 Proposal submissions for the purposes stated in the RFP and will also consider some or all such submissions to determine impact, if any, on the issue of required insurance coverages and amounts under the resultant contract, if any.

State may include different requirements for insurance coverages and amounts as part of the planned Round 2 evaluation process submission requirements. Such submission requirements will include a Proposer obligation to develop and submit a revised Price Proposal. Proposer will have the opportunity to address the impact from different insurance requirements, if any, in the context of its required Round 2 revised Price Proposal submission.

3. Additional Item Required with submission of Round 1 Price Proposal. The RFP requires submission of a Round 1 Price Proposal, using RFP Attachment E. One additional item to include with such submission is a list of the standard insurance coverages and related amounts that Proposer maintains for application in contractual engagements comparable to the OHA SBM Solution Project.

The Single Point-of-Contact (SPC) for the procurement remains:

Julie Curry State Procurement Analyst julie.a.curry@das.oregon.gov

(971) 446-8169

Prospective Proposers have until July 19, 2024, by 5:00 PM Pacific Time to submit written concerns or questions via email only to the SPC regarding the content in Amendment 2 to the RFP.

-End of RFP Amendment No. 2- Amendment No. 2 to RFP S-DASOBO-00010624 |OHA SBM Solution Project

Sample Contract Initial Exhibit C_Insurance.docx

Initial Exhibit C to RFP Attachment A, Sample Contract, RFP S-DASOBO-00010624

INSURANCE for IT (SaaS and System Acquisition) Contracts

Contractor shall obtain at Contractor’s expense the insurance specified in this Exhibit C prior to performing under this Contract. Contractor shall maintain such insurance in full force and at its own expense throughout the duration of this Contract, and as required by any extended reporting period or tail coverage requirements, and all warranty periods that apply. Contractor shall obtain the following insurance from insurance companies or entities that are authorized to transact the business of insurance and issue coverage in the State of Oregon and that are acceptable to Agency. All coverage must be primary and non-contributory with any other insurance and self-insurance with the exception of Professional Liability and Workers’ Compensation. Contractor shall pay for all deductibles, self-insured retention, and self-insurance, if any.

If Contractor maintains broader coverage and/or higher limits than the minimums shown in this insurance requirement exhibit, Agency requires and shall be entitled to the broader coverage and/or higher limits maintained by Contractor.

1. REQUIRED INSURANCE

1.1 Workers’ Compensation and Employers’ Liability.

All employers, including Contractor, that employ subject workers, as defined in ORS 656.027, shall comply with ORS 656.017, and provide Workers' Compensation Insurance coverage for those workers, unless they meet the requirement for an exemption under ORS 656.126(2). Contractor shall require and ensure that each of its subcontractors complies with these requirements. If Contractor is a subject employer, as defined in ORS 656.023, Contractor shall also obtain employers' liability insurance coverage with limits not less than $500,000 each accident.

If Contractor is an employer subject to any other state’s workers’ compensation law, Contractor shall provide Workers’ Compensation Insurance coverage for its employees as required by applicable workers’ compensation laws including Employers’ Liability Insurance coverage with limits not less than $500,000 and require and ensure that each of its out-of-state subcontractors complies with these requirements.

1.2 Professional Liability.

Contractor shall provide Technology Errors & Omissions Insurance in an amount of not less than $4,000,000.00 per claim covering Contractor’s liability arising from acts, errors or omissions in rendering or failing to render computer or information technology services, including the failure of technology products to perform the intended function or serve the intended purpose as set forth in this Contract. This insurance must include coverage for violation of intellectual property rights including trademark and software copyright, privacy liability, the failure of computer or network security to prevent a computer or network attack, misrepresentations, and unauthorized access or use of computer system or networks. This insurance must also include coverage for unauthorized disclosure, access, or use of Agency Data (which may include, but is not limited to, Personally Identifiable Information (“PII”), Payment Card Data and Protected Health Information (“PHI”)) in any format. Coverage must extend to Business Associates (if applicable) and independent contractors providing Services on behalf of or at the direction of Contractor.

1.3 Commercial General Liability.

Contractor shall provide Commercial General Liability Insurance covering bodily injury and property damage in a form and with coverage that are satisfactory to the State. This insurance must include personal and advertising injury liability, products and completed operations, contractual liability coverage for the indemnity provided under this Contract, and have no limitation of coverage to designated premises, project, or operation. Coverage must be written on an occurrence basis in an amount of not less than $1,000,000.00 per occurrence and not less than $2,000,000.00 annual aggregate limit.

1. Automobile Liability Insurance.

Contractor shall provide Automobile Liability Insurance covering Contractor’s business use including coverage for all owned, non-owned, or hired vehicles with a combined single limit of not less than $1,000,000.00 for bodily injury and property damage. This coverage may be written in combination with the Commercial General Liability Insurance (with separate limits for Commercial General Liability and Automobile Liability). Use of personal automobile liability insurance coverage may be acceptable if evidence the policy includes a business use endorsement is provided.

2. EXCESS/UMBRELLA INSURANCE.

A combination of primary and Excess/Umbrella Insurance may be used to meet the required limits of insurance. When used, all of the primary and Excess or Umbrella policies must provide all of the insurance coverages herein required, including, but not limited to, primary and non-contributory, additional insured, Self-Insured Retentions (SIRs), indemnity, and defense requirements. The Excess or Umbrella policies must be provided on a true “following form” or broader coverage basis, with coverage at least as broad as provided on the underlying insurance. No insurance policies maintained by the Additional Insureds, whether primary or Excess, and which also apply to a loss covered hereunder, shall be called upon to contribute to a loss until the Contractor’s primary and Excess liability policies are exhausted.

If Excess/Umbrella insurance is used to meet the minimum insurance requirement, the Certificate of Insurance must include a list of all policies that fall under the Excess/Umbrella insurance.

3. ADDITIONAL INSURED.

All liability insurance, except for Workers’ Compensation, Professional Liability, Directors and Officers Liability and Network Security and Privacy Liability (if applicable), required under this Contract must include an additional insured endorsement specifying the State of Oregon, its officers, employees, and agents as Additional Insureds but only with respect to Contractor's activities to be performed under this Contract. Coverage must be primary and non-contributory with any other insurance and self-insurance.

Regarding Additional Insured status under the General Liability policy, the State requires additional insured status with respect to liability arising out of ongoing operations and completed operations. The Additional Insured endorsement with respect to liability arising out of Contractor’s ongoing operations must be on or at least as broad as ISO Form CG 20 10 and the Additional Insured endorsement with respect to completed operations must be on or at least as broad as ISO form CG 20 37.

4. WAIVER OF SUBROGATION.

Contractor shall waive rights of subrogation which Contractor or any insurer of Contractor may acquire against the Agency or State of Oregon by virtue of the payment of any loss. Contractor will obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the Agency has received a waiver of subrogation endorsement from the Contractor or the Contractor’s insurer(s).

5. CONTINUOUS CLAIMS MADE COVERAGE.

If any of the required liability insurance provided is on a claims made basis and does not include an extended reporting period of at least 24 months, then Contractor shall maintain continuous claims made liability coverage, provided the effective date of the continuous claims made coverage is on or before the effective date of the Contract, for a minimum of 24 months following the later of:

1. Contractor ’s completion and Agency’s acceptance of all Services required under the Contract, or

1. Agency or Contractor termination of this Contract, or

1. The expiration of all warranty periods provided under this Contract.

6. CERTIFICATE(S) AND PROOF OF INSURANCE.

Contractor shall provide to Agency Certificate(s) of Insurance for all required insurance before delivering any goods or performing any Services required under this Contract. The Certificate(s) must list the State of Oregon, its officers, employees, and agents as a Certificate holder and as an endorsed Additional Insured as specified in this exhibit. If excess/umbrella insurance is used to meet the minimum insurance requirement, the Certificate of Insurance must include a list of all policies that fall under the excess/umbrella insurance. As proof of insurance Agency has the right to request copies of insurance policies and endorsements relating to the insurance requirements in this Contract.

7. NOTICE OF CHANGE OR CANCELLATION.

Contractor or its insurer shall endeavor to provide at least 30 (thirty) Calendar Days’ written notice to Agency before cancellation of, material change to, potential exhaustion of aggregate limits of, or non-renewal of the required insurance coverage(s).

8. INSURANCE REQUIREMENT REVIEW.

Contractor agrees to periodic review of insurance requirements by Agency under this Contract and to meet updated requirements as agreed upon by Contractor and Agency.

9. STATE ACCEPTANCE.

All insurance providers are subject to Agency acceptance. If requested by Agency, Contractor shall provide complete copies of insurance policies, endorsements, self-insurance documents and related insurance documents to Agency’s representatives responsible for verification of the insurance coverages required under this Exhibit.

Page 2 of 2 Revised July 2021 April 2023 image1.emf

SBM RFP Pre-Proposal Vendor Conference FINAL RELEASED.pdf

RFP S-DASOBO-00010624

OREGON STATE-BASED ACA-COMPLIANT

INSURANCE MARKETPLACE (“SBM”) SOLUTION

July 12, 2024 Pre-Proposal Teleconference

Phone Number: +1 503-446-4951 Phone Conference ID: 529271906#

Contact Information

Julie Curry (Single Point of Contact (SPC))

State Procurement Analyst

DAS Procurement Services

Department of Administrative Services (DAS) Procurement Services

1225 Ferry Street SE, U140 2nd Floor

Salem, OR 97301

(971) 446-8169 (mobile) julie.a.curry@das.oregon.gov

OregonBuys mailto:warren.nickerson@das.oregon.gov mailto:ulie.a.curry@das.oregon.gov https://oregonbuys.gov/bso/

Agenda

Pre-Proposal Conference Ground Rules Agency Background Opportunity Overview RFP Process Overview

Submitting Questions and Proposal Schedule EIS Oversight Scope RFP Contents Multi-step Solicitation Award, Protests, Negotiation Additional Information

Proposal Tips Submission Requirements Evaluation Criteria

Conclusion and Contact Information

Pre-proposal Conference Ground Rules

ONLY summarizes Request For Proposal (RFP) and Submission Process for convenience purposes

RFP in OregonBuys is official record and means for communications

Proposer’s responsibility to review RFP in OregonBuys for updates, amendments, answers and related information

Oral statements NOT binding on State Parties Submit written questions via OregonBuys or by direct email to the SPC for binding answers

Procurement conducted by Oregon Department of Administrative Services Procurement Services (“DAS PS”) on behalf of the Oregon Health Authority (“OHA” or “Agency”)

OregonBuys is Official Record of Process

Agency Background

The Oregon Health Insurance Marketplace (“Marketplace”) is an office in the Health Policy and Analytics (“HPA”) division of OHA. Marketplace’s mission is to empower Oregonians to improve their lives through local support, education, and access to affordable, high-quality health coverage. See the following links for more information:

Oregon Health Authority : Health Policy and Analytics Division : Health Policy and

Analytics : State of Oregon OregonHealthCare.gov : Oregon Health Insurance Marketplace : State of Oregon

Marketplace administers Oregon’s health insurance exchange in the State, through which Oregonians may purchase Patient Protection and Affordable Care Act (“ACA”)-compliant individual health insurance plans and receive tax credits and cost-saving reductions to make those plans more affordable.

Oregon currently operates as a state-based marketplace on the federal platform (“SBM-FP”). Senate Bill 972 (2023) requires the Oregon Health Authority (OHA) to transition the Marketplace from a state-based marketplace using the federal platform (SBM-FP) to a state-based marketplace (SBM) using its own technology in time for open enrollment for plan year 2027.

https://www.oregon.gov/oha/HPA/Pages/index.aspx https://www.oregon.gov/oha/HPA/Pages/index.aspx https://healthcare.oregon.gov/Pages/index.aspx

Opportunity Overview

Major effort to comply with Senate Bill 972 (2023).

SB 972 requires OHA to transition from an SBM-FP to a state-based eligibility and enrollment platform and call center for operation and administration of Oregon’s health insurance exchange. OHA is required to procure and administer both an information technology platform (Platform) and call center (Customer Assistance Center, or CAC), to use in lieu of the federal platform and call center and provide electronic access to the health insurance exchange by November 1, 2026, in time for open enrollment for plan year 2027.

See, RFP Section 2.3.2, Project Overview and Background.

Scope of Services:

To be considered for evaluation, the Proposal must demonstrate how Proposer meets all requirements of RFP Section Section 3, Procurement Requirements, and other minimum qualifications outlined in RFP Sections 1 and 2, and the RFP Attachments to which those sections refer.

Competitive Sealed Proposals pursuant to ORS 279B.060 and OAR 125-247-0260

See RFP for Complete Description and Instructions https://olis.oregonlegislature.gov/liz/2023R1/Measures/Overview/SB972

Submitting Questions and Proposal

Questions may be submitted via OregonBuys or direct email to the SPC

Question Responses and RFP Amendments communicated via OregonBuys, or direct email from SPC

Submitting Proposal:

PREFERRED: Electronically via Oregon Buys

Alternate means of submission (Secure USB, mail, or parcel post) Advise and coordinate with SPC at least three business days prior to Opening Package must be sealed and labeled, clearly identifying:

Proposer Name

RFP #

Sent Attention to SPC address on RFP Cover Page

Attachment to email will be rejected

See RFP Section 4.6

Schedule

Updates Communicated via OregonBuys

Event Date Time

RFP Release to OregonBuys July 3, 2024 By COB

Voluntary Pre-Proposal Teleconference July 12, 2024 10:00 a.m.

Questions / Clarification/Protests Due July 18, 2024 By 5:00 p.m.

Answers to Questions/Clarification/Protest (“Q&P”) posted to OregonBuys (approx.)

2 Business Days from Q&P deadline.

Opening (Proposals Due) August 12, 2024 By 5:00 p.m.

Evaluation Team Evaluates Proposer Response TBD TBD

Competitive Range Announcement and Exclusion Protest Deadline TBD TBD

Subsequent Round Evaluation, e.g., Presentations, Demonstrations, Revised Price Proposals, and Interviews.

TBD TBD

Issuance of Notice of Intent to Award (approx.) TBD TBD

Award Protest Period Ends 7 calendar days after posting Notice of Intent To Award

EIS Oversight

Oregon’s Enterprise Information Services (EIS) and Legislative Fiscal Office (LFO) are providing project oversight

This is a Stage Gate Project Stage Gate oversight process used for major State IT initiatives

Comprised of four (4) stages separated by “gates” to ensure specific requirements are met before continuing to the next stage

Project currently has Stage Gate 2 Endorsement and will be required to receive Stage Gate 3 before executing the contract. See:

Enterprise Information Services : IT Investment Oversight (Stage Gate Model) : Project Portfolio Performance : State of Oregon

Project documentation sets out relevant business drivers; guiding principles;

preferences and requirements; governance and oversight obligations;

alignment with diverse strategic plans, priorities, and initiatives; and desired outcomes https://www.oregon.gov/eis/project-portfolio-performance/pages/it-investment-oversight.aspx?utm_source=EIS&utm_medium=egov_redirect&utm_campaign=https%3A%2F%2Fwww.oregon.gov%2Fdas%2Foscio%2Fpages%2Fstrategystagegate.aspx https://www.oregon.gov/eis/project-portfolio-performance/pages/it-investment-oversight.aspx?utm_source=EIS&utm_medium=egov_redirect&utm_campaign=https%3A%2F%2Fwww.oregon.gov%2Fdas%2Foscio%2Fpages%2Fstrategystagegate.aspx

RFP Overview Scope

Agency is seeking a Contractor to transition from the federal marketplace to a state-based eligibility and enrollment marketplace and call center for Oregon’s health insurance exchange.

The Services will include:

implementation of the Platform and CAC, ongoing maintenance and support, associated Services, and all software required to implement, operate, and maintain the Solution.

Solution implementation Services should include:

requirements analysis and design, fit gap analysis and documentation, data conversion, data migration, testing, training, Go-Live readiness, and cut over to the production environment.

Full Scope: RFP Section 2.4 and RFP Attachment A-1

RFP Main Body Section 1: Introduction and Schedule Section 2: Authority, Overview, and

Scope Section 3: Procurement Requirements Section 4: Round 1 Solicitation Process and Evaluation Section 5: Award and Negotiation Section 6: Additional Information

RFP Attachments A: Sample Contract (embedded object) A1: Scope of Services B: Disclosure Exemption Affidavit C: Proposer Information and

Certification Sheet D: Reference Check Form (Solution

Reference) D1: Reference Check Form (Insurance

Carrier) E: Price Proposal Form (embedded object) F Certified Disadvantaged Business

Outreach Plan G: Responsibility Inquiry H: SBM Solution Functionality

Requirements (embedded object) I: Current and Future Integration with

Federal Data Services Hub (FDSH) J: Solution Model, Project Timeline, and

Enrollment Baseline K: Project-specific Acronyms and

Definitions

RFP Overview RFP Table of Contents

Multistep Solicitation

Proposals and Proposers evaluated for Responsiveness and Responsibility (RFP 4.11.1)

Round 1 Evaluation Criteria RFP Section 4.11.2 Scoring adjusted for preferences (RFP 4.10.3)

Round 1 Point and Score Calculations

RFP Section 4.12

Table 4.12.1, Maximum Points by Scored Component

Table 4.12.2, Scoring Explanation

Ranking of Scored Proposals and Additional Rounds of Evaluation Beyond Round 1.

RFP Section 4.13, Ranking of Proposals

RFP Section 4.14, Next Step Determination

RFP Section 4.15, Additional Rounds

RFP Section 4.16, Scoring and Ranking of Proposers for Subsequent Rounds.

Proposal Evaluation Criteria Point Calculation for Subjective Scoring

Evaluation Committee members will follow the guidance set out in Table 4.12.2, Scoring Explanation, below, to determine the percentage of available points to assign by evaluation criterion.

Each scored evaluation criterion is valued up to a particular number of points.

Point totals by criterion are set out in Table 4.12.1, Maximum Point Calculation Table.

The SPC, in its sole discretion, may conduct an evaluation committee meeting at the end of Round 1 or at the end of any round and the Evaluators may review and discuss their scoring perspectives. In each Round, an Evaluator may change a score up until the time the SPC has requested final scores for that Round.

If an Evaluator elects to change any score, the Evaluator must submit a revised score sheet. The Evaluator’s final score will be the score the SPC will document.

The SPC will average the final scores for each Proposal in each Round of competition (calculated by totaling the points awarded by each Evaluation Committee member and dividing by the number of members).

Round 1 Proposal Scoring Table 4.12.1, Maximum Scores by Scored Component

Round 1 Maximum Points Available

Experience, Capabilities and Project Samples 200

References 100

Staffing Plan, Key Persons, Organizational Chart, Organizational Profile, and Subcontractors

SBM Solution Functionality – RFP Attachment H 450

(150 Objective | 300 Subjective)

Proposed Scope of Services, Proposed Implementation Plan, and Proposed

PMP

Performance Metrics and SLAs 150

Overall Impression of Round 1 Proposal Submissions 100

TOTAL POINTS 2000

Proposal Evaluation Criteria Table 4.12.2, Scoring Explanation

Score Scoring Explanation Applicable to Each Subjectively Evaluated Component

90 – 100%

OUTSTANDING - Response meets submittal requirements, demonstrates exceptional knowledge of the subject matter, and demonstrates excellent ability to deliver the requested service and achieve the desired goals and objectives of the project as defined in this RFP.

61 – 89%

GOOD TO VERY GOOD – Response meets submittal requirements, demonstrates thorough knowledge of the subject matter, and demonstrates an ability to successfully deliver the requested service and support the project in achieving its goals and objectives as defined in this RFP.

50 – 60%

SATISFACTORY – Response meets submittal requirements, demonstrates basic knowledge of the subject matter, and demonstrates an ability to minimally deliver the requested service. Would not meet or support the achievement of all the desired goals and objectives of the project as defined in this RFP.

1 – 49%

POOR TO FAIR – Response meets submittal requirements but does not demonstrate satisfactory knowledge of the subject matter or does not demonstrate an ability to deliver requested service or support the program in achieving its desired goals and objectives as defined in this RFP.

Award, Protests, Negotiation

Intent to Award (Section 5.1)

After Round 1 is complete, or any subsequent round May be for less than full scope of RFP Selection communicated to all Proposers in writing

Intent to Award Protest (RFP Section 5.2)

Seven calendar days to file protest

Must be an “Affected Proposer” and meet submission requirements

Apparent Successful Proposer documentation and compliance information (RFP Section 5.3)

Proof of Insurance, Taxpayer ID (W-9), Registration as Oregon Business, Responsibility, Non-discrimination in Employment certification, Pay Equity Certification

Contract Negotiation (RFP Section 5.4)

Sample Contract included (RFP Attachment A) Limited Non-negotiable terms

See RFP Section 5 for Complete Instructions

Additional Information

Oregon COBID Certification (RFP Section 6.1 and Attachment I) RFP Disclaimers

Oregon Laws and regulations govern (RFP Section 6.2) Included checklists (if any) are provided as courtesy without warranty (RFP

Section 6.8) Can be cancelled without damages due from Oregon (RFP Section 6.4)

Submitted Proposal Documents Ownership transfers to Oregon DAS upon submission (RFP Section 6.3) Public record (RFP Section 6.3) Can be rejected without damages due from Oregon (RFP Section 6.4) Proposer bears cost of their Proposal (RFP Section 6.5) Compliance with E-waste procedures (RFP Section 6.6) Maximize Use of recyclable products (RFP Section 6.7)

See RFP Section 6 for Complete Information

Tips

Initial Responsiveness Verification (DAS PS)

Ensure each item of RFP Section 3.3 is addressed

Ensure all other required documentation included

No page limit. See RFP Sections 3.2.2, Proposal Page Limits, and 3.2.3, Proposal Format and Quantity. HOWEVER, Proposals are scored for overall impression.

Well organized, easy-to-read, formatted with labels referencing RFP

Sections versus Misspellings, grammatical errors, extraneous marketing materials, sales puffery, and other superfluous, disconnected, or irrelevant space filler Avoid merely offering to provide the goods or services as stated in the

RFP

Risks disqualification as non-responsive

Organizational Structure:

Round 1 Submission Items (RFP Section 3.2.1)

Item No. Item Scored / Not

Scored

1. Experience, Capabilities, and Project Samples Scored (200 Points)

2. References: Reference Forms (RFP Attachments D and D1). Scored (100 Points)

3. Staffing Plan, Key Persons, Organizational Profile, and Subcontractors Scored (300 Points)

4.

Proposed Scope of Services, Proposed Project Implementation Plan, and Proposed Project Management Plan (“PMP”)

Scored (700 Points)

5. SBM Solution Functionality (RFP Attachment H) Scored (450 Points)

6. Performance Metrics and Service Levels (SLAs) Scored (150 Points)

7. Overall impression of the required Proposal submissions designated for scored evaluation. Scored (100 Points)

8. Security Requirements Not Scored

9. Underlying Agreements Not Scored

10. Price Proposal (RFP Attachment E) Not Scored in Round

11. Value Added Services (Optional Submission) Not Scored

12. Disclosure Exemption Affidavit (RFP Attachment B) – submit 1 copy only Pass / Fail

13. Proposer Information and Certification Sheet (RFP Attachment C) Pass / Fail

14. Certified Disadvantaged Business Outreach Plan (RFP Attachment F) Pass / Fail

15. Responsibility Inquiry (RFP Attachment G) Pass / Fail

RFP Attachment H, SBM Solution Functionality

Instruction Tab Read carefully

Requirement Line Items Tab Column D: Requirement Areas

Column E: Priority Rating

Column F: Response (Code entry) | Objective Scoring Auto-Calculation

Column G: Comments | Subjective Scoring by Requirement Area (Space for Proposer to include any desired comments or clarifications for an individual requirement Response selection)

Column H: Auto-Calculated Score based on Response Code Entry (An auto calculated cell showing the points consistent with the Response selection made in Column E)

Column I: Maximum Points (Maximum points available for each requirement, determined by the score for the Response selection “Currently Exists” multiplied by the requirement’s Priority Rating in Column D)

Column J: Auto-Calculated Points (Points calculated from multiplying the Auto Calculated Response Selection Points in Column G and the requirement’s Priority Rating in Column D)

RFP Attachment H, SBM Solution Functionality

4th Column / Column D: Requirement Category/Type. There are a total of 96 Line Items in 8 categories as follows with the number of line items for each and line-item numbers in parentheticals and maximum subjective points by area in red font.

• User Interface/ Experience | 21 Line Items (1 to 21) | 66 POINTS SUBJECTIVE

• Technical | 23 Line Items (22 to 44) | 72 POINTS SUBJECTIVE

• Eligibility | 11 Line Items (45 to 55) | 34 POINTS SUBJECTIVE

• Security | 5 Line Items (56 to 59 and 96) | 16 POINTS SUBJECTIVE

• CAC | 22 Line Items (60 to 81) | 69 POINTS SUBJECTIVE

• Mailroom/ Printshop | 4 Line Items (82 to 85) | 12 POINTS SUBJECTIVE

• Policy/ Regulatory Compliance | 4 Line Items (86 to 89) | 12 POINTS SUBJECTIVE

• Reporting | 6 Line Items (90 to 95) | 19 POINTS SUBJECTIVE

RFP S-DASOBO-00010624

OREGON STATE-BASED ACA-COMPLIANT

INSURANCE MARKETPLACE (“SBM”) SOLUTION

Thank you for your participation!

Julie Curry (Single Point of Contact (SPC)) State Procurement Analyst DAS Procurement Services Department of Administrative Services (DAS) Procurement Services 1225 Ferry Street SE, U140 2nd Floor Salem, OR 97301

(971) 446-8169 (mobile) julie.a.curry@das.oregon.gov mailto:julie.a.curry@das.oregon.gov

��RFP S-DASOBO-00010624�Oregon State-Based ACA-Compliant Insurance Marketplace (“SBM”) Solution

Contact Information

Agenda

Pre-proposal Conference Ground Rules

Agency Background

Opportunity Overview

RFP Process Overview�Submitting Questions and Proposal

RFP Process Overview�Schedule

RFP Process Overview�EIS Oversight

RFP Overview�Scope

RFP Overview�RFP Table of Contents

RFP Process Overview�Multistep Solicitation

RFP Process Overview�Proposal Evaluation Criteria�Point Calculation for Subjective Scoring

RFP Process Overview�Round 1 Proposal Scoring�Table 4.12.1, Maximum Scores by Scored Component

RFP Process Overview�Proposal Evaluation Criteria�Table 4.12.2, Scoring Explanation

RFP Process Overview�Award, Protests, Negotiation

RFP Process Overview�Additional Information

Proposal�Tips

Proposal�Organizational Structure: �Round 1 Submission Items (RFP Section 3.2.1)

Proposal�RFP Attachment H, SBM Solution Functionality

Proposal�RFP Attachment H, SBM Solution Functionality

��RFP S-DASOBO-00010624�Oregon State-Based ACA-Compliant Insurance Marketplace (“SBM”) Solution image2.emf