C260493_PP_08-05-26_(1).pdf

Revised: 07/20/2010

INTEROFFICE MEMO

Date: August 5, 2026

To: Yamille Welch, Senior Workers Compensation Program Specialist, Risk Management

From: Rhea Aninzo, Contract Administrator, CAMM

Subject: PROCUREMENT PLAN – RFP 260493 “Centers for Medicare &

Medicaid Services (CMS) Medicare Section 111 Reporting Services”

Please review the procurement plan for the subject RFP and advise on your concurrence with the evaluation criteria and contract elements. Include suggested evaluation team members and/or comments.

Procurement Type: RFP IFB

Justification (explain the rationale for using the particular procurement type):

An RFP is applicable as the procurement requires evaluation criteria, in addition to price, to be used to select a firm to provide CMS Medicare Section 111 reporting services.

Evaluation Criteria:

PROPOSAL WEIGHT

Qualifications of the Firm 25% Staffing/Project Organization 20% Work Plan 30% Cost 25% Justification:

Qualifications of the firm is weighted at twenty-five percent (25%) to ensure firms have experience performing CMS Section 111 reporting services and supporting regulatory compliance. Staffing is weighted at twenty percent (20%) as the proposed project team must possess the expertise necessary to perform the transition, implementation, reporting, and ongoing support services required. Work plan is weighted the highest at thirty percent (30%) as the firm’s proposed approach is critical to successfully transitioning services, migrating historical CMS reporting data, maintaining Section 111 reporting, and meeting implementation schedule and requirements. Cost and price is weighted at twenty-five percent (25%) to ensure OCTA receives the best value for the services provided.

Contract Type: Time & Expense CTO-Based Firm-Fixed Price

Justification (Explain the rationale for using the particular contract type):

The appropriate contract type is firm-fixed price as firms will be proposing a one-time implementation cost and annual pricing for the reporting services.

Procurement Plan, RFP 260493

Revised: 0720/2010

Retention: Yes % No N/A

Prevailing Wages:

Yes

No

N/A

Liquidated Damages: Yes $ No N/A

P.M. to provide support documentation identifying how the LD amount was established.

Procurement Schedule: Attached

Suggested Evaluation Team Members:

Internal Evaluators:

Gyromee Hatcher, Applications Analyst, IS Regie Peaslee, Senior Claims Representative, Risk Management Yamille Welch, Senior Workers Compensation Program Specialist, Risk Management

Contract Term: (Include Option Years)

Three (3)-Year Initial Term effective with one, two (2)-year option term

Funding Source: Local Measure M Federal, Grant Funded FTA

Dollar Amount: Initial Term $36,000 Option Term $15,166

Independent Cost Estimate Received: Yes No

Requisition Received: Yes # R002515 No

DBE Goal: Yes No

Project Manager Concurrence:

Yamille Welch, Senior Workers Compensation Program Specialist Date

CAMM Section/Department Manager Concurrence:

Rebecca Abeyta, Section Manager, Procurement Date

08/12/2026