CSP018728_AGE004_-_REV_Contract__SA2_.pdf

Index No.: AGE004

Eff. Date: 07/01/25

STATE OF OHIO

DEPARTMENT OF ADMINISTRATIVE SERVICES

GENERAL SERVICES DIVISION

OFFICE OF PROCUREMENT SERVICES

4200 SURFACE ROAD, COLUMBUS, OH 43228-1395

MANDATORY USE CONTRACT FOR: PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) EXPANSION

(SA2)

CONTRACT NUMBER: CSP018728 EFFECTIVE DATES: 12/15/23 TO 06/30/25

* Renewal through 06/30/26

The Department of Administrative Services has accepted Proposals submitted in response to Request for Proposal (RFP) No.

SRC7632 that opened on 07/16/23. The evaluation of the Proposal responses has been completed. The Offeror listed herein has been determined to be the highest ranking Offeror and has been awarded a Contract for the services listed. The respective Proposal response including, Contract Terms & Conditions, any Proposal amendment, special Contract Terms & Conditions, specifications, pricing schedules and any attachments incorporated by reference and accepted by DAS become a part of this Services Contract.

This Requirements Contract is effective beginning and ending on the dates noted above unless, prior to the expiration date, the Contract is renewed, terminated, or cancelled in accordance with the Contract Terms and Conditions.

This Requirements Contract is available to the Ohio Department of Aging as applicable.

The agency is eligible to make purchases of the contracted services in any amount and at any time as determined by the agency. The State makes no representation or guarantee that department will purchase the volume of services as advertised in the Request for Proposal.

This Requirements Contract and any Amendments thereto are available from the DAS Web site at the following address:

https://procure.ohio.gov/

*Indicates contract renewal through 06/30/26, per amendment 6.

Eff. Date.: 02/07/25

MUTUALLY AGREED UPON CLARIFICATIONS AND MODIFICATIONS TO THE RFP

AGE004 - Service Area 2 Clarifications Updated Model Question 3 and 8 RFP Technical Proposal Updated Work Plan Narrative RFP Technical Proposal

EFFECTIVE 03/15/24:

SW Resume

Key personnel Brian McKaig is replaced by Susan Waschevski.

EFFECTIVE 05/01/24:

Clean Updated_Financial-Related Questionnaire

EFFECTIVE 06/14/24:

Model Question 3_4.22.24 Model Question 4_4.22.24 Work Plan Narrative_4.22.24

*EFFECTIVE 02/07/25:

The below documents are incorporated into the contract:

John_Tucker_Resume Gayle_Mattson_Resume Dr_Kyle_Allen_Resume Corri_Johnson_Resume Steve_Mombach_Resume Paula_Smith_Resume Morgan_Black_Resume PACE_of_Cincinnati_RFP_Technical_Proposal_staffing_updates Financial-Related Questionnaire updates ODA TAC Letter Signed Affirmation and Disclosure Form

The following key personnel modification is incorporated into the contract:

Alan Abrams is replaced by Dr. Kyle Allen.

Susan Waschevski is replaced by John Tucker.

Jessica Petro is replaced by Paula Smith.

John Billingsley is replaced by Steve Mombach Nina Wurster is replaced by Corri Johnson.

Victoria Cleveland is replaced by Morgan Black.

The spend by date for funds is updated to March 31st, 2025 with all funds requested by February 15th, 2025.

*Indicates an update to the staffing plan and applicable forms as a result of an update to the approved subcontractors and an update to the Financial Related Questionnaire, per amendment 4.

Eff. Date.: 05/07/25

COST SUMMARY FORM

Program of All-Inclusive Care for the Elderly (PACE) Expansion

DESCRIPTION COST

Brick and Mortar Capital Costs – Upfront Funds

*$4,222,767

Brick and Mortar Capital Costs – Total Cost subject to Monthly Reimbursement

$0.00

Establishing a Transportation Network - Upfront Funds

*$738,206

Establishing a Transportation Network – Total Cost subject to Monthly Reimbursement

IT Infrastructure - Upfront Funds

*$1,184,026

IT Infrastructure – Total Cost subject to Monthly Reimbursement $0.00

Workforce Training and Development - Upfront Funds

$30,000

Workforce Training and Development – Total Cost subject to Monthly Reimbursement

The above costs are to be paid in accordance with the Financial-Related Questionnaire responses provided in the provided RFP response.

All costs must be in U.S. Dollars.

The State will not be responsible for any costs not identified.

There will be no additional reimbursement for travel or other related expenses.

*Denotes an update to the pricelist as a result of updating the Financial Related Questionnaire and the modification of the dates relating to funds, effective on all orders placed on or after 05/07/25, per amendment 5.

Eff. Date: 02/07/25 Page No. 4

CONTRACTOR INDEX

CONTRACTOR AND TERMS:

0000007236 Trihealth G, LLC TERMS: Per Contract 4310 Cooper Rd Cincinnati OH 45242

CONTRACTOR’S CONTACT: Gayle Mattson Telephone: 513-246-9227 Email: Gayle_Mattson@trihealth.com

*APPROVED SUBCONTRACTOR(S):

Council on Aging Palmetto PACE Advisory Group

*Denotes an update to the approved subcontractor list, per amendment 4.

Eff. Date.: 07/01/25

SUMMARY OF AMENDMENTS

Amendment Number

Effective Date Description

6 07/01/25

This amendment is issued to notify that as a result of mutual agreement between the State of Ohio and the Contractor, this contract is renewed for an additional twelve months, effective 07/01/25 through 06/30/26.

All other prices, terms and conditions remain unchanged.

5 05/07/25 This amendment is issued to denote an update to the pricelist, effective on orders placed on or after 05/07/25.

All other prices, terms and conditions remain unchanged.

4 02/07/25

This amendment is issued to denote an update to the approved subcontractors list, an update to the staffing plan, an update to the Financial Related Questionnaire, and an update to the pricelist as a result of updating the Financial Related Questionnaire, the modification of the dates relating to funds, effective on orders placed on or after 02/07/25, and to update the spending date for contract funds to March 31st, 2025 with all funds requested by February 15th, 2025.

All other prices, terms and conditions remain unchanged.

3 06/14/24

This amendment is issued to update the Work Plan and the PACE-Related Questionnaire.

All other prices, terms and conditions remain unchanged.

2 05/01/24

This amendment is issued to denote an update to the Financial Related Questionnaire and an update the pricelist, effective on all orders placed on or after 05/01/24.

All other prices, terms and conditions remain unchanged.

1 03/15/24

This amendment is issued to denote the replacement of a key personnel and to add a Summary of Amendments page.

All other prices, terms and conditions remain unchanged.