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REQUEST FOR SPECIAL PROCUREMENT No.

SP-1102-19, Amendment No. 1 (DHS-5197)

PART A. Requesting Agency must complete Items 1 through 13.

1. Requesting Agency Name: Oregon Department of Human Services (ODHS)

2. Date of Request: April 27, 2021 3. Agency Number: 10000

4. Agency Contact Name: Nancy Alameda 5. Phone: (503) 945-5988

6. Type of Request: ___ Class Special Procurement X Contract-specific Special Procurement

7. Amendment Time Period Requested: From: May 17, 2021 To: March 31, 2024

8. Total Estimated Cost for Amendment Time Period: $340,000

9. Title: Supplies and/or Services to be acquired:

Visual Analytics for Enterprise Performance Management for RESULTS SaaS Solution

10. Amendment Request, Background, and Proposed Contracting Procedure:

a. Amendment Request:

ODHS requests approval of this Amendment No. 1 to Special Procurement (SP) No. SP-1102-19 to amend Contract No. DHS-159956-20 (Contract) with Mass Ingenuity, to include an option for ODHS Programs and the Oregon Health Authority (OHA) Divisions to utilize a monthly subscription for Visual Analytics Development Services (subscription) in connection with the existing Mass Ingenuity Results SaaS Solution for Key Performance Measures Reporting for the remainder term of the contract. The amendment will be a not-to-exceed (NTE) value of $340,000 from effective date through end of contract period March 31, 2024.

b. Background:

As a result of approved SP-1102-19 (DHS-4750) issued February 15, 2019 and closed February 22, 2019 with no protests, ODHS and OHA entered into the Contract with Mass Ingenuity effective April 1, 2019 for a five (5) year subscription to the RESULTS SaaS Key Performance Measures Reporting tool, allowing for capability to track and report on key performance measures and strategic initiatives across ODHS and OHA Divisions and Programs.

Current Need:

While using the RESULTS SaaS solution, a stronger need arose for internal capacity for visual analytic reports within RESULTS software to better support both agency management systems of ODHS and OHA. This amendment will give individual OHA Divisions and ODHS Programs and related business areas the ability to opt-in to a monthly subscription with Mass Ingenuity at a cost of $5,000 per month per Division/Program to design custom reports. Each Visual Analytic subscription includes:

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• 5 Library Reports (single tab)/month

• Unlimited Library Reports via self-service

• 1 Custom Report (up to 5 tabs)/month (includes design session)

• 3 Workspace Users (PowerBI)

• Up to 12 hours of group training/year (one 1-hour session per month)

Summary for costs for Contract No. DHS-159956, Amendment No. 2

Agency Estimated

Monthly Qtys.

Monthly Fee Total Estimated Fees through 3/31/2024

ODHS 1 $5,000 $170,000

OHA 1 $5,000 $170,000

Amendment 1 $340,000 Original Contract $980,000 New Contract NTE $1,320,000

For additional historical and background information on original Special Procurement, see Attachment 1, Request for Special Procurement No. SP-1102-19 (DHS 4750).

c. Proposed Contracting Procedure:

1. ODHS will issue a public notice on the Oregon Procurement Information Network (ORPIN), as required by Oregon Administrative Rule (OAR) 125-247-0287, for a period of seven (7) calendar days, regarding approval of the Special Procurement Amendment request.

2. Advertisement of the Special Procurement Amendment will include provisions that an Affected Offeror may protest the approval of the SP Amendment, provided the Affected Offeror submits the protest to the Department of Administrative Services, Procurement Services (DAS PS) and ODHS within the seven (7) calendar days of the posting of the approval of this SP Amendment request.

3. DAS PS, along with ODHS, will respond to and resolve protests, if any. If no protests to this SP Amendment are received or sustained, ODHS will proceed with an amendment to the Contract with Mass Ingenuity.

4. ODHS will obtain all necessary approvals, including Department of Justice (DOJ) legal sufficiency review and approval, and approval from Enterprise Information Services (EIS) as may be required.

11. Justification for use of Special Procurement: Describe the circumstances that justify the use of a Special Procurement. Attach relevant documentation.

● The RESULTS SaaS is the tool used by ODHS and OHA for tracking and reporting key performance measures and strategic initiatives across the enterprise. Mass Ingenuity is the only Provider that can offer this option for customized visual analytic reports within RESULTS software as they own Intellectual Property (IP) rights to the tool.

● The Visual Analytic subscription service as part of this Amendment No. 1 to SP-1102-19 is an offering, which was designed by Mass Ingenuity to enhance reporting capabilities within RESULTS SaaS.

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RESULTS SaaS seamlessly integrates with, and supports, the RESULTS management methodology system which has been implemented and in use by OHA and ODHS since 2012.

● OHA Divisions and ODHS Programs would have the independent option to engage with Mass Ingenuity for this service and would be able to use as needed with a commitment of a month at a time and can cancel/discontinue anytime.

12. Findings to Satisfy the Required Standards: This proposed special procurement:

_ X _ (a) will be unlikely to encourage favoritism in the awarding of public contracts or to substantially diminish competition for public contracts because:

Mass Ingenuity has exclusive ownership rights to the RESULTS Software tool as they own the Intellectual Property (IP) and thus other third parties would have no access or ability to offer these same services, which enhance and interface with the RESULTS Software tool.

and

______ (b)(i) will result in substantial cost savings to the contracting agency or to the public because:

or

_ X _ (b)(ii) will otherwise substantially promote the public interest in a manner that could not practicably be realized by complying with the requirements of ORS 279B.055, 279B.060, 279B.065, or 279B.070, or any rules adopted thereunder because:

Allowing the ODHS Agency Programs and OHA Divisions the option of accessing this service will help them further enhance customized reports in Mass Ingenuity’s Results software that both agencies own. Their access will offer users additional capacity to customize visual analytics reports and dashboards for optimal presentation and analysis, resulting in enhanced internal and external reporting, including reports mandated by the State and Federal government and public use.

13. Signature: The actual signature of the Agency Head or designee (e.g., Designated Procurement Officer) is not required on the Request submitted through ORPIN. Agency may elect to attach a signed Request as a pdf file through ORPIN or submit a signed hard copy Request.

Signature: e.g. Electronically in ORPIN _________________ Name/Title: Date:

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PART B. The Department of Administrative Services completes Part B.

STATUTORY AND RULE AUTHORITY:

ORS 279B.085(2) states the Director of the Department of Administrative Services may approve a special procurement if the Director finds that a written request submitted under ORS 279B.085(4) demonstrates that the use of a special procurement as described in the request, or an alternative procedure prescribed by the Director will:

(a) Be unlikely to encourage favoritism in the awarding of public contracts or to substantially diminish competition for public contracts; and

(b) (A) Result in substantial cost savings to the contracting agency or to the public; or

(B) Otherwise substantially promote the public interest in a manner that could not practicably be realized by complying with requirements that are applicable under ORS 279B.055, 279B.060, 279B.065 or 279B.070 or under any rules adopted thereunder.

OAR 125-246-0170 delegates the authority of the Director of the Department of Administrative Services to approve special procurements to the State Chief Procurement Officer. OAR 125-247-0285 through 125-247-0288 implement

ORS 279B.085.

OAR 125-247-0700(2) Protests and Judicial Review of Special Procurements designates the State Chief Procurement Officer as the Contract Review Authority.

FINDINGS: The findings are accepted, adopted, and incorporated by reference herein.

CONDITIONS OF APPROVAL:

1. Notice Period. The Authorized Agency shall post the Public Notice on ORPIN. The Special Procurement may not be used until after the completion of the seven (7) day notice period required pursuant to OAR 125-247- 0287(4), and either:

a. No Written protests are received by the Contract Review Authority, State Chief Procurement Officer, from an

Affected Person in response to the notice, or

b. If any protest is received during the notice period, then not until:

i. the State Chief Procurement Officer or delegate issues a written disposition of the protest in accordance with

ORS 279B.400 and OAR 125-247-0700 and OAR 137-047-0700, and

ii. confirms in writing the first possible date of use of the Special Procurement.

2. ORS 279A.165 Requirements. Authorized Agency shall comply with the requirements of ORS 279A.165 and

OAR 125-247-0287(12) regarding a report about this Special Procurement. Agency shall use a form and follow the instructions provided by the State Chief Procurement Officer or delegate.

3. Authorized Agency shall comply with all Enterprise Information Services (EIS) conditions and requirements prior to execution of any contracts or amendments and will obtain Department of Justice (DOJ) legal sufficiency review and approval, as may be required.

APPROVED:

Debbie Dennis, State Chief Procurement Officer, Date:

Department of Administrative Services

06/02/21

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