CSP901020_MCD004_Contract_REV.pdf

Index No.: MCD004

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: PROVIDER OVERSIGHT OF THE HOME AND COMMUNITY BASED SERVICES

(HCBS) WAIVER PROGRAMS

CONTRACT NUMBER: CSP901020 EFFECTIVE DATES: 07/01/19 TO 06/30/21

* Renewal through 06/30/27

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

CSP901020 that opened on 04/29/19. 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 Department of Medicaid 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:

www.ohio.gov/procure

Embedded Minority Set Aside Component accordance with ORC CH. 125.081

*Denotes a twenty-four (24) month renewal, per amendment 9.

Index No: MCD004 Eff. Date: 01/10/25 Page No. 2

MUTUALLY AGREED TO CLARIFICATIONS/ MODIFICATIONS TO RFP TERMS AND CONDITIONS

In the event of any inconsistency between the following modifications and/or clarifications to the General Terms and Conditions and any other provision of the RFP or the Contract, the following provision shall be controlling.

Public Consulting Group LLC (PCG) agrees to work with the Department of Medicaid to obtain the 15% MBE subcontracting goal.

*CHANGES EFFECTIVE 01/10/25:

The following document is incorporated into this contract:

OPE SFY 25 Deliverables

CHANGES EFFECTIVE 07/01/23

PCG Points of Clarification SFY 24 – dated 04/03/23

PROHIBITION OF THE EXPENDITURE OF PUBLIC FUNDS FOR OFFSHORE SERVICES

No State Cabinet Agency, Board or Commission will enter into any contract to purchase services provided outside of the United States or that allows State data to be sent, taken, accessed, tested, maintained, backed-up, stored, or made available remotely outside (located) of the United States, unless a duly signed waiver from the State has been attained.

Notwithstanding any other terms of this Contract, the State reserves the right to recover any funds paid for services the Contractor performs outside of the United States for which it did not receive a waiver. The State does not waive any other rights and remedies provided to the State in the Contract.

Further, no State agency, board, commission, State educational institution, or pension fund will make any purchase from or investment in any Russian institution or company. Notwithstanding any other terms of this Contract, the State reserves the right to recover any funds paid to Contractor for purchases or investments in a Russian institution or company in violation of this paragraph. The provisions of this paragraph will expire when the applicable Executive Order is no longer effective.

The Contractor must complete the Contractor/Subcontractor Affirmation and Disclosure Form (https://procure.ohio.gov/pdf/EO2022-02D/04-Affirmation%20and%20Disclosure%20Form_3-4-22.pdf) affirming the Contractor understands and will meet the requirements of the above prohibition. During the performance of this Contract, if the Contractor changes the location(s) disclosed on the Affirmation and Disclosure Form, Contractor must complete and submit a revised Affirmation and Disclosure Form reflecting such changes.

CHANGES EFFECTIVE 09/01/22:

PCG MCD004 Contract Amendment

CHANGES EFFECTIVE 07/01/22:

Points of Clarification SFY23

CHANGES EFFECTIVE 02/02/22:

Provider Recruitment Points of Clarification – accepted 01/03/22

CHANGES EFFECTIVE 07/01/21-06/30/22:

PCG Points of Clarification 2021 – 05/13/21

*Denotes an update to the Scope of Work by revising and expanding deliverables, per amendment 8.

Eff. Date: 07/01/21 Page No. 3

COST SUMMARY FORM

Provider Oversight of the Home and Community Based Services (HCBS) Waiver Programs

CSP901020

UNSPSC CATEGORY CODE: 85100000

Deliverable Description SFY 2020 per unit cost (July 1, 2019 - June 30, 2020)

July 2020 Cost (July 1, 2020 – July 31, 2020)

Price effective Aug 1, 2020 – June 30, Price effective July 01, 2021

Provider Applications (enrollment/revalidation)

$ 195.00

$ 201.00 $195.00 *$200.85

Structural Reviews Prep

$ 610.00

$ 628.00 $570.00 *$587.10

Structural Reviews Verification

$ 800.00

$ 824.00 $716.00 *$737.48

Structural Review Completion

$ 400.00

$ 412.00 $350.00 *$360.50

Onsite Visits Prep

$ 316.00

$ 325.00 $320.00 *$329.60

Onsite Visits Verification

$ 510.00

$ 525.00 $520.00 *$535.60

Onsite Visits Completion

$ 391.00

$ 403.00 $398.00 *$409.94

Incident Investigations

$ 1,110.00

$ 1,143.00 $1,083.00 *$1,115.49

*Denotes an update to the pricelist, effective on all orders placed on or after 07/01/21, per amendment 3.

Eff. Date: 09/01/22 Page No. 4

COST SUMMARY FORM (CONT’D)

Deliverable Description FY22 Price Carryover

FY23 Price FY23 Price

Pre-Engagement Survey $8,630.88

Post-Engagement Survey $8,889.80

Emergency Assistance for Individuals in Need of Providers: Provider Recruitment Cases $8,357.53 $8,608.25

Develop and Produce Provider Recruitment Materials for Individuals $26,972.08

Focus Group $13,334.71

Enrollment Success Video and Training Materials for Enrollees $15,104.04

Increased Call Center Support for Survey, Enrollment Assistance & Recruitment $56,341.25 $28,031.49

Outreach to Communities with Provider Shortages $6,592.58 $6,790.36

Develop Informational Session Content $7,552.60

Conduct Monthly Informational Sessions $4,289.27 $4,417.95

Rebranding and Developing Provider Training & Toolkit $17,261.76

Agency Provider Recruitment Efforts $5,394.88 $5,556.73

Consulting Services to Agencies $3,726.86 $3,838.67

Future Providers $32,689.16 $33,669.84

Provider CEU Trainings--Develop Content, Present, & Post Recording $5,394.88 $5,556.73

IP Mentorship Program $4,160.00 $4,284.6

IP Mentorship Program PM $2,620.00 $2,698.60

Collaboration with Provider Associations Beneficiary Networks $540.88 $557.11

Outreach to Enrolled Providers $1,298.12 $1,337.06

Develop PCG Match Tool $76,770.62

PCG Match Maintenance & Development $1,919.27

Create & Distribute Monthly Informational Bulletins/Alerts $432.71 $445.69

All costs must be in U.S. Dollars.

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

*Denotes an update to the deliverables and pricelist, effective on all orders placed on or after 07/01/22 and repagination, per amendment 6.

Page No. 5

COST SUMMARY FORM (CONT’D)

*The costs below are to be paid in accordance with the number of units specified in OPE SFY 25 Deliverables.

DESCRIPTION COST

Post-Engagement Survey $9,000.00

Focus Group $9,827.13

Increased Call Center Support $10,802.46

Recruit and Develop Independent Providers $43,203.53

Future Providers (Enhanced Deliverable) $61,284.13

Self-Direction and Self-Directed Providers $7,266.00

Identify and Recruit Agency Providers (Enhanced Deliverable) $30,201.94

Independent Provider Mentorship Program $18,240.00

Retention of Enrolled Providers (formerly Outreach to Enrolled Providers) $10,171.88

Independent Provider Peer Networks $12,978.88

PCG Match Development, Marketing and Maintenance (Enhanced Deliverable) $15,787.73

Provider CE Trainings (Enhanced Deliverable) $8,211.66

Maintain Enrollment Success Videos & Training Materials for Enrollees (Enhanced Deliverable) $11,718.00

*Denotes an update the pricelist as a result of the modification of the Scope of Work, per amendment 8.

*Page No. 6

CONTRACTOR INDEX

CONTRACTOR AND TERMS: BID/CONTRACT NO.: CSP901020

0000001719 *Public Consulting Group LLC 148 State Street, Tenth Floor Boston, MA 02109 TERMS: Net 30 Days

CONTRACTOR’S CONTACT: Ms. Angelene Willetts-Carvi Phone: (614) 627-2325 Fax: (614) 386-1344 Email: awillettscarvi@pcgus.com

*Denotes repagination, per amendment 8.

awillettscarvi@pcgus.com

Eff. Date: 07/01/25 Page No. 7

SUMMARY OF AMENDMENTS

Amendment Number

Effective Date

Description

9 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 24 months, effective 07/01/25 through 06/30/27.

All other prices, terms and conditions remain unchanged.

8 01/10/25

This amendment is issued to denote an update to the Scope of Work by revising and expanding upon deliverables that had previously ended, an update to the pricelist, effective on all orders placed on or after 01/10/25, and repagination.

7 07/01/23

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 24 months, effective 07/01/23 through 06/30/25.

Additionally, this amendment is issued to indicate an update to contract terms as a result of mutual agreement, update the “Prohibition of the Expenditure of Public Funds for Offshore Services” language by mutual agreement, and to update the pricelist and deliverables effective on all orders on or after 07/01/23.

6 09/01/22

This amendment is issued to indicate of an update to the deliverable due dates and the pricelist, effective on all orders placed on or after 07/01/22. Additionally, this amendment is issued to indicate an update to contract terms as a result of mutual agreement.

All other prices, terms and conditions remain unchanged.

5 03/04/22 This amendment is issued to indicate of an update to the Contractor’s name.

All other prices, terms and conditions remain unchanged.

4 02/02/22 This amendment is issued to notify of a change in contract terms as a result of mutual agreement, an update to the pricelist, effective on all orders placed on or after 02/02/22, and repagination.

3 07/01/21

As a result of mutual agreement between the State of Ohio and the Contractor, this amendment is issued to renew the subject contract for an additional twenty-four (24) months. Additionally, this amendment is issued to notify of a change in contract terms as a result of mutual agreement and an update to the pricelist, effective on all orders placed on or after 07/01/21.

2 10/08/20 This amendment is issued to notify of a mutually agreed upon change to Contract terms and to update the pricelist, effective on all orders placed on or after 08/01/20.

1 10/18/19 This amendment is issued to correct the Index Number and add a Summary of Amendments page.