CSP018732_AGE004_-_Contract_REV___SA6_.pdf

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Competitive Selection OH|CSP018732
Contract number
CSP018732
Issued by
Ohio

About this file

This document is a Mandatory Use Contract issued by the State of Ohio's Department of Administrative Services (DAS) for the Program of All-Inclusive Care for the Elderly (PACE) Expansion, with McGregor PACE as the primary contractor. The contract, numbered CSP018732, was awarded based on Request for Proposal (RFP) No. SRC7632 and is available to the Ohio Department of Aging. The contract's initial effective period is from 12/15/23 to 06/30/25, with a renewal through 06/30/26, and Ohio Living Rockynol is listed as an approved subcontractor.

The contract covers various capital and infrastructure costs for PACE expansion, including brick and mortar capital costs ($1,828,890.77 upfront and $3,377,699 subject to monthly reimbursement), transportation network establishment ($264,785.00 upfront and $219,860 monthly), IT infrastructure ($45,166.05 upfront and $35,933 monthly), and workforce training and development ($128,450 upfront). The State will not reimburse travel or additional expenses, and all costs must be in U.S. Dollars. The contract allows the agency to make purchases of contracted services in any amount and at any time, with no guaranteed volume commitment. The contract has undergone three amendments to adjust spending dates and pricing terms, with the most recent amendment (Amendment 3) extending the contract for an additional twelve months.

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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

(SA6)

CONTRACT NUMBER: CSP018732 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 a renewal through 06/30/25, per amendment 3.

Eff. Date.: 05/20/25

MUTUALLY AGREED UPON CLARIFICATIONS / MODIFICATIONS TO THE RFP

AGE004 - Service Area 6 Clarifications – Mcgregor Condensed Gantt Summit Revised

WORK PLAN LIST SUMMIT REVISED

McGregor Responses

EFFECTIVE 02/07/25

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

The Financial Related Questionnaire is updated by making the following change(s):

The Contractor will purchase an additional rig for the transportation fleet.

*EFFECTIVE 05/20/25

The spend by date for funds is updated to June 13th, 2025.

*Denotes an update to the date funds need to be spent and requested by, per amendment 2.

Eff. Date.: 05/20/25

COST SUMMARY FORM

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

DESCRIPTION COST

Brick and Mortar Capital Costs – Upfront Funds *$1,828,890.77

Brick and Mortar Capital Costs – Total Cost subject to Monthly Reimbursement $3,377,699

Establishing a Transportation Network - Upfront Funds *$264,785.00

Establishing a Transportation Network – Total Cost subject to Monthly Reimbursement $219,860

IT Infrastructure - Upfront Funds *$45,166.05

IT Infrastructure – Total Cost subject to Monthly Reimbursement $35,933

Workforce Training and Development - Upfront Funds $128,450

Workforce Training and Development – Total Cost subject to Monthly Reimbursement $0

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 the modification of fund expenditure dates, per amendment 2.

Eff. Date: 12/15/23 Page No. 4

CONTRACTOR INDEX

CONTRACTOR AND TERMS:

0000057732 MCGREGOR PACE TERMS: Per Contract 14900 Private Dr. East Cleveland, Ohio 44112

CONTRACTOR’S CONTACT: Lori Lozier Telephone: 216-314-9799 Email: Lori.Lozier@mcgregorctr.org

APPROVED SUBCONTRACTOR(S):

Ohio Living Rockynol

Eff. Date.: 07/01/25

SUMMARY OF AMENDMENTS

Amendment Number

Effective Date Description

3 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.

2 05/20/25

This amendment is issued to update the spending date for contract funds to June 13th,2025 and to update the pricelist effective on all orders placed on or after 05/20/25.

All other prices, terms and conditions remain unchanged.

1 02/07/25

This amendment is issued to update the spending date for contract funds to March 31st, 2025 with all funds requested by February 15th, 2025, update the pricelist effective on all orders placed on or after 02/07/25, and to update the Financial Related Questionnaire.

All other prices, terms and conditions remain unchanged.

CONTRACT FOR: PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) EXPANSION (SA6)
SUMMARY OF AMENDMENTS

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