ESBD_525832_1781106010126_RFP 739-SL3794313 Implementation Services - Collaborative Care Model.pdf

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RFP 739-SL3794313 Implementation Services - Collaborative Care Model
Solicitation number
739-SL3794313
Issued by
Texas

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RFP 739-SL3794313: Implementation Services - Collaborative Care Model

This is a Request for Proposals (RFP) issued by the State of Texas for implementation services related to a Collaborative Care Model. The RFP seeks qualified vendors to provide comprehensive implementation support for establishing and operationalizing a collaborative care framework designed to integrate physical and behavioral health services. The procurement involves detailed project planning, clinical workflow design, staff training, technology integration, and change management services. The proposal response deadline and contract award date are specified within the RFP documentation, with the contract term and any renewal options outlined in the standard procurement terms. Site visits and bidders' conferences may be available to interested vendors to clarify scope requirements and ask questions prior to submission.

Pricing shall be submitted according to the cost structure and evaluation criteria detailed in the RFP, which may include labor rates, implementation timelines, and resource allocation plans. The RFP may include set-asides for minority-owned, women-owned, or disadvantaged business enterprises as applicable under Texas procurement guidelines. Funding for this contract is provided through state appropriations or designated healthcare program budgets, with the specific funding source and total contract value identified in the procurement documents. All submissions must comply with state procurement regulations, and award will be made to the vendor whose proposal best meets the stated evaluation criteria and represents the best value to the State of Texas.

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739-SL3794313

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REQUEST FOR PROPOSALS

Implementation Services

Collaborative Care Model

RFP 739-SL3794313

Due Date: July 16, 2026

Proposals must be time stamped by the Texas Tech University Health Sciences Center Purchasing Office before the hour and date specified for receipt of solicitation.

Pursuant to the provisions of Texas Government Code Title 10 Subtitle D Chapter

2156.121 - 2156.127, General Services Act rules and regulations adopted there under, sealed proposals will be received until the date and time established for receipt. After receipt, only the names of proposers will be made public. Prices and other proposal details will only be divulged after the award, if one is made.

http://www.ttuhsc.edu/abilene/ http://www.ttuhsc.edu/amarillo/ http://www.ttuhsc.edu/lubbock/ http://www.ttuhsc.edu/odessa/ solicitations@ttuhsc.edu Page 2 of 29 DOC1643828-002

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SUBMITTAL

CHECKLIST

Due Date: July 16, 2026

Request Number: RFP 739-SL3794313

Vendor Name:

Contact Name:

Phone Number:

Contact E-Mail:

Check-off

1. ___ Signed and Completed Execution of Offer (ref Appendix B).

2. ___ Signed and Completed VetHUB Subcontracting Plan (ref Appendix C).

3. ___ Signed and Completed Addenda Checklist (ref Appendix D).

4. ___ Responses to questions and requests for information in the Specifications and Scope of Work Section (ref Section 5).

5. ___ Signed and Completed Pricing Schedule (ref Section 6).

6. ___ Deliver Proposal to:

TTUHSC prefers that all proposals be submitted using the TechBid system (https://bids.sciquest.com/apps/Router/PublicEvent?CustomerOrg=TexasTech).

Or Mailed To:

Texas Tech University Health Sciences Center Purchasing Office 3601 4th Street STOP 6217 Lubbock, Texas 79430 https://bids.sciquest.com/apps/Router/PublicEvent?CustomerOrg=TexasTech solicitations@ttuhsc.edu Page 3 of 29 DOC1643828-002

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TABLE OF CONTENTS

Section 1: General Information

1.1 Introduction

1.2 Description of Texas Tech University Health Sciences Center

1.3 Group Purchase Authority

1.4 TTUHSC’s Right to Reject

1.5 Public Information

1.6 Inquiries and Interpretations

Section 2: Notice to Proposer

2.1 Submittal Deadline

2.2 TTUHSC Contact Person

2.3 Key Events Schedule

2.4 Anticipated Term

Section 3: Proposal Submission Procedures

3.1 Number of Copies

3.2 Submittal Instructions for Online (TechBid) Proposals

3.3 Submittal Instructions for Mailed/Delivered Proposals (Not required if submitted online)

3.4 Proposal Validity Period

3.5 Terms and Conditions

3.6 Alternate Proposals

3.7 VetHUB Subcontracting Plan

Section 4: Evaluation Criteria and Award

4.1 Evaluation Process

4.2 Proposer’s Acceptance of Evaluation Methodology

4.3 Evaluation Criteria and Weights

4.4 Consideration of Additional Information

4.5 Oral Presentations/Interviews

4.6 Award Process

4.7 Best and Final Offer

4.8 Award of Agreement

Section 5: Specifications and Scope of Work

5.1 General

5.2 Minimum Requirements

5.3 Additional Requirements Specific to this RFP

5.4 Services Specifications

Section 6: Pricing Schedule

6.1 Pricing for Services Offered

6.2 TTUHSC’s Payment Terms

Section 7: General Terms and Conditions Appendix A: Agreement Appendix B: Execution of Offer Appendix C: VetHUB Subcontracting Plan Appendix D: Addenda Checklist Appendix E: TTUHSC Vendor Information solicitations@ttuhsc.edu Page 4 of 29 DOC1643828-002

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SECTION 1

GENERAL INFORMATION

1.1 Introduction

The Texas Tech University Health Sciences Center (“TTUHSC”), a part of the Texas Tech University System, seeks proposals from qualified firms for Implementation Services - Collaborative Care Model (the “Services”). The Services are more specifically described in Section 5.4 entitled Service Specifications.

1.2 Description of Texas Tech University Health Sciences Center

TTUHSC has as its major objectives the provision of quality education and development of academic, research, patient care, and community service programs to meet the health care needs of West Texas, which in total is comprised of 108 counties and represents 50% of Texas’ land mass and 11% of its total population. This 131,000 square mile service area and population of 2.7 million has been, and remains highly underserved by health professionals and accessible health care facilities, despite the substantial and meaningful contribution made by our institution. While education of students and residents remains the primary focus of the institution, there has been an important impact on the health status of West Texas.

Please visit the campus web sites for more information:

Abilene campus Amarillo campus Dallas/Fort Worth campus Lubbock campus Permian Basin campus

TTUHSC Fact Book

1.3 Group Purchasing Authority

Texas law authorizes institutions of higher education (defined by Section 61.003, Education Code) to use the group purchasing procurement method (ref. Sections 51.9335, 73.115, and 74.008, Education Code). Additional Texas institutions of higher education may therefore elect to enter into a contract with the successful Proposer under this RFP.

1.4 TTUHSC’s Right to Reject

This RFP does not commit TTUHSC to select a proposer or to award an agreement to any proposer. TTUHSC reserves the right to accept or reject, in whole or in part, any proposal it receives pursuant to this RFP. Proposals which are qualified with conditional clauses or alterations or items not called for in the RFP documents, or irregularities of any kind, are subject to disqualification by TTUHSC at its option. If TTUHSC receives fewer than three proposals, TTUHSC has the right to reissue this RFP in order to gain additional competitive proposals.

1.5 Public Information

1.5.1 Proposer is hereby notified that TTUHSC strictly adheres to all statutes, court http://www.ttuhsc.edu/abilene/ http://www.ttuhsc.edu/amarillo/ http://www.ttuhsc.edu/dallas/ http://www.ttuhsc.edu/lubbock/ http://www.ttuhsc.edu/odessa/ https://www.ttuhsc.edu/about/factbook.aspx solicitations@ttuhsc.edu Page 5 of 29 DOC1643828-002

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decisions and the opinions of the Texas Attorney General with respect to disclosure of public information.

1.5.2 TTUHSC may seek to protect from disclosure all information submitted in response to this RFP until such time as a final agreement is executed.

1.5.3 Upon execution of a final agreement, TTUHSC will consider all information, documentation, and other materials requested to be submitted in response to this RFP, to be of a non-confidential and non-proprietary nature and, therefore, subject to public disclosure under the Texas Public Information Act (Government Code, Chapter 552.001, et seq.). Proposer will be advised of a request for public information that implicates their materials and will have the opportunity to raise any objections to disclosure to the Texas Attorney General. Certain information may be protected from release under Sections 552.101, 552.110, 552.113, and 552.131, Government Code.

1.6 Inquiries and Interpretations

1.6.1 TTUHSC may in its sole discretion respond in writing to written inquiries concerning this RFP and post its response as an Addendum to all parties recorded by TTUHSC as having received a copy of this RFP. Only TTUHSC’s responses that are made by formal written addenda will be binding on TTUHSC (“Addenda”). Any verbal responses, written interpretations or clarifications other than Addenda to this RFP will be without legal effect. All Addenda issued by TTUHSC prior to the Submittal Deadline will be and are hereby incorporated as a part of this RFP for all purposes.

1.6.2 Proposers are required to acknowledge receipt of each Addendum as specified in this Section. The Proposer must acknowledge all Addenda by completing, signing and returning the Addenda Checklist (ref. APPENDIX D). The Addenda Checklist must be received by TTUHSC prior to the Submittal Deadline and should accompany the Proposer’s proposal.

1.6.3 Any interested party that receives this RFP by means other than directly from TTUHSC is responsible for notifying TTUHSC that it has received an RFP package, and should provide its name, address, telephone number and FAX number to TTUHSC, so that if TTUHSC issues Addenda to this RFP or provides written answers to questions, that information can be provided to such party.

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SECTION 2

NOTICE TO PROPOSER

2.1 Submittal Deadline

TTUHSC will accept proposals submitted in response to this RFP until 4:30 PM, Central Time on July 16, 2026 (the “Submittal Deadline”). Proposals should be delivered to:

Texas Tech University Health Sciences Center Purchasing Office

Attention: Solicitation Manager - RFP 739-SL3794313

2.2 TTUHSC Contact Person

Proposers will direct all questions or concerns regarding this RFP to the following TTUHSC contact (“TTUHSC Contact”):

Solicitation Manager Tel. (806) 743-7841 • eFax (806) 743-7850 solicitations@ttuhsc.edu

TTUHSC specifically instructs interested parties to restrict all contact and questions regarding this RFP to written communications forwarded to TTUHSC Contact. TTUHSC Contact must receive all questions or concerns no later than June 25, 2026. TTUHSC will have a reasonable amount of time to respond to questions or concerns. It is TTUHSC’s intent to respond to all appropriate questions and concerns; however, TTUHSC reserves the right to decline to respond to any question or concern.

2.3 Key Events Schedule

TTUHSC will make a good faith effort to follow the timeline below for evaluating, negotiating and issuing an award:

Distribution of RFP June 10, 2026 Deadline for Submission of Written Questions June 25, 2026 Deadline for Submission/Delivery of Proposals July 16, 2026 Evaluation of Proposals July 16, 2026 – August 31, 2026

2.4 Anticipated Term

The anticipated term of any resulting agreement will begin on the date an agreement is executed, and expire on August 31, 2028.

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SECTION 3

PROPOSAL SUBMISSION PROCEDURES

3.1 Number of Copies

Proposer must submit a total of one (1) complete copy of its entire proposal. An original or digital signature by an authorized officer of Proposer must appear on the Execution of Offer (ref. APPENDIX B) of the submitted proposal.

3.2 Submittal Instructions for Online (TechBid) Proposals

3.2.1 TTUHSC prefers that all proposals be submitted using the TechBid system at https://bids.sciquest.com/apps/Router/PublicEvent?CustomerOrg=TexasTech.

3.2.2 Proposals must be signed by the responding company’s official authorized to commit such proposals. Failure to sign the Execution of Offer will be basis for proposal disqualification. The TechBid system contains a mandatory “Bidder Affirmation” checkbox certifying this information. By submitting their proposal online, proposers automatically qualify as having a valid signature.

3.2.3 All proposals must be submitted online no later than the date and time indicated in Section 2.1 “Submittal Deadline.”

3.3 Submittal Instructions for Mailed Proposals (Not Required if Submitted Online)

3.3.1 TTUHSC prefers that all proposals be submitted using the TechBid system at https://bids.sciquest.com/apps/Router/PublicEvent?CustomerOrg=TexasTech.

However, if necessary, the proposer may elect to submit a printed version of the proposal and submit the proposal by mail or carrier service.

3.3.2 One (1) original individually-bound completed proposal is required for the mailed or delivered submittals. Note: One (1) electronic version (USB Drive) is also required for archival purposes.

3.3.3 Proposals must be signed by the responding company’s official authorized to commit such proposals. Failure to sign the Execution of Offer will be basis for proposal disqualification.

3.3.4 Proposals should be submitted in a sealed envelope or box marked with the name of the RFP (as shown on the cover page of this RFP) and the opening date. All proposals must be submitted no later than the date and time indicated in Section 2.1 “Submittal Deadline.”

3.4 Proposal Validity Period

Each proposal must state that it will remain valid for TTUHSC’s acceptance for a minimum of ninety (90) days after the Submittal Deadline, to allow time for evaluation, selection, and any unforeseen delays.

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3.5 Terms and Conditions

Proposer must comply with the requirements and specifications contained in this RFP, including the Agreement (ref. APPENDIX A), the Notice to Proposer (ref. Section 2 of this RFP), Proposal Submission Procedures (ref. Section 3 of this RFP) and the Specifications and Scope of Work (ref. Section 5 of this RFP). If there is a conflict among the provisions in this RFP, the provision requiring Proposer to supply the better quality or greater quantity will prevail.

3.6 Alternate Proposals

TTUHSC may consider alternate proposals submitted by Proposer. Proposers submitting alternate proposals should (i) clearly identify any exceptions taken to the requirements and specifications set forth in this RFP and (ii) include a detailed description of the alternative(s) proposed. Proposer may suggest additions to the requirements and specifications set forth in this RFP, and all such suggestions must be clearly identified. Alternate proposals should be submitted as attachments to the proposal. Alternate proposals shall meet the same requirements and shall be in the same format as the proposal’s base format.

3.7 VetHUB Subcontracting Plan

A VetHUB Subcontracting Plan (“HSP”) is required as part of Proposer’s proposal. The HSP will be developed and administered in accordance with TTUHSC’s Policy on Utilization of Historically Underutilized Businesses attached as APPENDIX C and incorporated for all purposes.

Each Proposer must complete and return the HSP in accordance with the terms and conditions of this RFP, including APPENDIX C. Proposers that fail to do so will be considered non-responsive to this RFP in accordance with Section 2161.252, Government Code.

TTUHSC has reviewed this RFP in accordance with Title 34, Texas Administrative Code, Section 20.13 (a), and has determined that subcontracting opportunities are probable under this RFP.

A search has been conducted of the Centralized Master Bidders List to identify active VetHUB vendors in accordance with Title 34, Texas Administrative Code, Section 20.14(a)(1). The following NIGP commodity codes were included:

Code #1 (91878)

Results can be viewed at the following link:

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SECTION 4

EVALUATION CRITERIA AND AWARD

4.1 Evaluation Process

4.1.1 TTUHSC will utilize a proposal evaluation team for the evaluation of this RFP. The award will be based on the proposal judged to be in the best interest of TTUHSC, the judgment in this regard shall be considered final. Any agreement resulting from this request shall be awarded to the proposer providing the “best value” to TTUHSC.

4.1.2 Under section 51.9335 of the Texas Education Code in determining what is the best value to an institution of higher education, TTUHSC shall consider the purchase price, the reputation of the proposer and of the proposer’s goods or services, the quality of the proposer’s goods or services, the extent to which the goods or services meet TTUHSC’s needs, the proposer’s past relationship with TTUHSC, the impact on the ability of TTUHSC to comply with laws and rules relating to historically underutilized businesses and to the procurement of goods and services from persons with disabilities, the total long-term cost to TTUHSC of acquiring the proposer’s goods or services, and any other relevant factor that a private business entity would consider in selecting a vendor.

4.2 Proposer’s Acceptance of Evaluation Methodology

Submission of a proposal indicates proposer’s acceptance of the evaluation technique and proposer’s recognition that some subjective judgments must be made by TTUHSC during the assigning of points.

4.3 Evaluation Criteria and Weights

4.3.1 Each proposal shall be evaluated on the ability to meet TTUHSC’s requirements and to provide the best value to TTUHSC.

4.3.2 The evaluation will be based on the following formula:

Criteria Weight

4.4 Consideration of Additional Information

Consideration may also be given to any additional written information and comments that may serve to clarify the proposal information to TTUHSC.

4.5 Oral Presentations/Interviews

Upon completion of the initial review and evaluation of the proposals submitted, selected proposers may be invited to participate in oral presentations. Oral presentations/interviews are an option of the evaluation team and may or may not be conducted; therefore, proposals should be complete when submitted by the deadline indicated in the Section 2.1 entitled “Submittal Deadline.”

Proposer’s Pricing Proposal 30% Proposer’s Experience and Reputation 15% Proposer’s Service Specifications 55% solicitations@ttuhsc.edu Page 10 of 29 DOC1643828-002

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4.6 Award Process

During the opening, proposals will be acknowledged publicly to identify the names of the proposers, but will be afforded security sufficient to preclude disclosure of the contents of the proposal, including prices or other information, prior to award. After opening, an award may be made on the basis of the proposals initially submitted, without discussion, clarification or modification, or on the basis of negotiation with any of the proposers or, at TTUHSC’s sole option and discretion, TTUHSC may discuss or negotiate all elements of the proposal with selected proposers which represent a competitive range of proposals. For purposes of negotiation, a competitive range of acceptable or potentially acceptable proposals may be established comprising the highest rated proposal(s).

4.7 Best and Final Offer

When deemed appropriate, after the submission of proposals but before the final selection of the successful proposal, TTUHSC may permit a proposer to revise its proposal in order for TTUHSC to obtain a best and final offer. TTUHSC will provide each proposer within the competitive range with an equal opportunity for discussion and revision of their proposal, and a proposer may elect not to amend their original proposal. TTUHSC is not bound to accept the best-priced proposal if that proposal is not the most advantageous to TTUHSC as determined by the evaluation team.

4.8 Award of Agreement

4.8.1 TTUHSC reserves the right to award an agreement for all or any portion of the requirements proposed by reason of this request, award multiple agreements, or to reject any and all proposals if deemed to be in the best interests of TTUHSC and to re-solicit for proposals, or temporarily or permanently abandon the solicitation. If TTUHSC awards an agreement, it will award the agreement to the proposer whose proposal is the most advantageous to TTUHSC, considering price and the evaluation factors set forth in this RFP. Any actual or prospective proposer who is aggrieved in connection with the solicitation, evaluation or award of an agreement may formally protest in accordance with the following:

https://www.fiscal.ttuhsc.edu/purchasing/vendors/protestprocedures.aspx

4.8.2 TTUHSC intends to negotiate and award an agreement with the vendor submitting the proposal the evaluation committee determines best meets the requirements and is considered to be the best value overall. The agreement is a non-exclusive agreement, and TTUHSC reserves the right to enter into one or more agreements with third parties covering the same or similar Services.

4.8.3 The proposer may submit its standard agreement for review by TTUHSC. The agreement entered into by the parties shall consist of the RFP, the signed proposal submitted by the vendor, the specifications including all the modifications thereof, a written agreement, and purchase order(s), all of which shall be referred to collectively as the agreement documents.

4.8.4 Any resulting agreement may be subject to review and approval by The Board of Regents of Texas Tech University System (the “BOR”). If the BOR does not approve the agreement, then the agreement is null, void, and of no effect. Rules governing the https://www.fiscal.ttuhsc.edu/purchasing/vendors/protestprocedures.aspx solicitations@ttuhsc.edu Page 11 of 29 DOC1643828-002

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approval and execution of contracts can be viewed here: The Rules & Regulations of the Board of Regents, Chapter 07 - https://www.texastech.edu/board-of-regents/regents-rules/chapter-07-fiscal-management.pdf

4.8.5 TTUHSC is required under Texas Legislature House Bill 1295 (section 2252.908 of the Government Code) to request Ethics Commission Reporting from contractors with agreements that:

(1) requires an action or vote by the governing body of the entity or agency; or

(2) has a value of at least $1 million (value of an agreement is based on the amount of consideration received or to be received by the contractor from TTUHSC).

The Business Entity must file Form 1295 electronically with the Texas Ethics Commission using the online filing application:

https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm https://www.texastech.edu/board-of-regents/regents-rules/chapter-07-fiscal-management.pdf https://www.texastech.edu/board-of-regents/regents-rules/chapter-07-fiscal-management.pdf https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm solicitations@ttuhsc.edu Page 12 of 29 DOC1643828-002

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SECTION 5

SPECIFICATIONS AND SCOPE OF WORK

5.1 General

The minimum requirements and the specifications for the Services, as well as certain requests for information to be provided by Proposer as part of its proposal, are set forth below. The successful Proposer is referred to as the “Contractor.”

5.2 Minimum Requirements

Each Proposal must include information that clearly indicates that Proposer meets each of the following minimum qualification requirements if applicable:

Proposer is current with the State of Texas Comptroller of Public Accounts (if applicable) https://fmcpa.cpa.state.tx.us/tpis/

Proposer can provide Certificate of Franchise Tax status. (if applicable) https://ourcpa.cpa.state.tx.us/coa/Index.html

Proposer shall demonstrate evidence of certifications, permits, licenses and insurances as appropriate to provide the Services as required.

Proposer is in compliant with the Texas Risk and Authorization Management Program (TX- RAMP) as may be required.

https://dir.texas.gov/information-security/texas-risk-and-authorization-management-program-tx-ramp

Proposer certifies that neither it, nor its holding companies or subsidiaries, is:

(a) Listed in Section 889 of the 2019 National Defense Authorization Act;

(b) Listed in Section 1260H of the 2021 National Defense Authorization Act; or

(c) Owned by the government of a country on the U.S. Department of Commerce’s foreign adversaries list under 15 C.F.R Section 791.4; or

(d) Controlled by any governing or regulatory body located in a country on the U.S.

Department of Commerce’s foreign adversaries list under 15 C.F.R Section 791.4.

5.3 Additional Requirements Specific to this RFP

Proposer must submit the following informational sections as part of Proposer’s proposal:

1. Proposer’s Experience and Reputation

Provide written detail about corporate background and experience.

Provide at least 3 references (with names and contact information) and description of services from current or recent clients. These should include specifications and requirements most similar to those described in this RFP.

https://fmcpa.cpa.state.tx.us/tpis/ https://ourcpa.cpa.state.tx.us/coa/Index.html https://dir.texas.gov/information-security/texas-risk-and-authorization-management-program-tx-ramp https://dir.texas.gov/information-security/texas-risk-and-authorization-management-program-tx-ramp solicitations@ttuhsc.edu Page 13 of 29 DOC1643828-002

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2. Service Specifications

Detailed Project Approach Provide a description of the proposed approach to the project, detailing how Proposer will meet or exceed all requirements in Section 5.4. This should include a description of the work program, including a description of the deliverables and activities. An outline of the proposed work plan should accompany the narrative. It is the responsibility of the Proposer to assess and define the appropriate number, type and hours of its staff required to complete the project on schedule.

Project Team Identify the key individualswho are proposed to be part of the team, along with their qualifications and experience. The information should include the expected amount of involvement and time commitment for each of these individuals.

Scope of Work (“SOW”) Provide a scope of work project document for inclusion as Exhibit “A” SCOPE OF WORK to the Implementation Services Agreement contained in Appendix A of the

RFP.

5.4 Services Specifications

Overview:

Texas Tech University Health Sciences Center seeks a qualified Contractor to support the implementation, optimization, and scaling of the Collaborative Care Model (CoCM) across three distinct health systems. The selected Contractor will provide clinical, operational, and financial expertise to ensure model fidelity, sustainability, and high-quality patient outcomes.

Service Requirements:

1. Clinical and Operational Technical Assistance

The Contractor shall provide tailored support to pediatric and primary care clinics, including but not limited to:

Implementation and Process Improvement:

o Author and deliver finalized, turnkey workflow process maps for each clinic.

The Provider will conduct quarterly operational audits to correct drift and maintain model sustainability..

o Facilitate continuous process improvement initiatives to ensure model sustainability.

o Build and deploy a standardized CoCM Billing Toolkit, configure specific billing codes within the clinic’s EHR, and perform monthly claims-denial reviews to optimize reimbursement..

Patient Funnel Analysis and Panel Optimization:

o Manually extract and analyze registry data to identify bottlenecks and actively restructure Behavioral Health Care Manager (BHCM) panels to meet target capacity ratios..

o Guide clinics in optimizing Behavioral Health Care Manager (BHCM) panels to increase patient engagement and maximize clinical impact.

Provider Engagement and Education:

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o Design, schedule, and host mandatory CME-accredited training sessions for PCPs, and manage the administration of provider satisfaction and alignment surveys.

Program Expansion Support:

o Provide evidence-based tools and therapeutic interventions suitable for pediatric populations.

o Assist in broadening diagnostic criteria and scaling services to wider patient demographics.

2. Training and Resource Delivery

The Contractor is expected to provide a robust suite of learning materials and collaborative opportunities:

Resource Library: Customization and deployment of clinical templates mapped directly to TTUHSC branding and clinical guidelines.

Continuing Education: Manage enrollment, track completion metrics, and provide monthly compliance reports showing which clinic staff have completed the required modules

Cross-Clinic Learning Collaboratives: Program management of the learning collaboratives, including agenda creation, speaker sourcing, and publication of post-session best-practice summaries.

Site Visits: Conduct in-person site visits as required to provide intensive, on-the-ground training and workflow observation.

3. Implementation Timeline and Phases

The Contractor will employ a phased approach, recognizing that different clinic sites may reside at varying stages of readiness (Pre-Implementation, Launch, or Post-Implementation).

3.1 Phase 1: Pre-Implementation (Months 1–5)

Focus: Infrastructure building and clinical workflow design.

Activities: Kickoff, scoping reviews, staffing/hiring guidance, EMR/Registry optimization, and billing workflow development.

Cadence: Contractor builds the registry templates, configures the EHR drop-downs, and conducts the actual onboarding training for new hires..

3.2 Phase 2: Launch (Months 6–7)

Focus: Direct execution and go-live support.

Activities: Staff scripting, patient-facing collateral development, and intensive PCP engagement.

Cadence: Provides dedicated, daily on-call technical/operational support during the first 14 days of go-live to troubleshoot real-time workflow issues.

3.3 Phase 3: Post-Launch & Sustainability (Months 8–24)

Focus: Optimization and long-term fidelity.

Activities: Program evaluation, patient funnel adjustments, and iterative workflow improvements based on performance data.

Cadence: Contractor delivers quarterly Performance Scorecards for each clinic and runs mandatory corrective action sprints for underperforming sites.

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SECTION 6

PRICING SCHEDULE

Proposal of: ___________________________________ (Proposer Company Name)

Ref.: Implementation Services - Collaborative Care Model

RFP No.: RFP 739-SL3794313

Having carefully examined all the specifications and requirements of this RFP and any attachments thereto, the undersigned proposes to furnish the Services required pursuant to the above-referenced Request for Proposal upon the terms quoted below.

6.1 Pricing for Services Offered:

1. A “not to exceed” fixed fee for each of the deliverables including associated fees (i.e.

printing costs, attendance at meetings, travel), milestone/deliverables based price for the Implementation Services - Collaborative Care Model. A schedule should be included to document the level of effort used to derive the quoted fixed fee.

2. An hourly resource rate card by resource type (e.g., Project Manager, Analyst) valid through August 31, 2028 which will be used as the basis for change orders.

6.2 TTUHSC’s Payment Terms

TTUHSC’s standard payment terms are “Net 30 days.”

By: ___________________________

Name: _________________________

Title: __________________________

Date: _____________________ solicitations@ttuhsc.edu Page 16 of 29 DOC1643828-002

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SECTION 7

GENERAL TERMS AND CONDITIONS

The terms and conditions contained in (i) the attached Agreement (ref. APPENDIX A) or, in the sole discretion of TTUHSC, terms and conditions substantially similar to those contained in the Agreement and (ii) the Texas Tech University System Required Contract Terms set forth at http://www.texastech.edu/ogc/required-contract-terms.pdf (collectively, the “Required Terms”) will constitute and govern any agreement that results from this RFP. If Proposer takes exception to any of the Required Terms, Proposer will submit a list of the exceptions as part of its proposal.

Proposer’s exceptions will be reviewed by TTUHSC and may result in disqualification of Proposer’s proposal as non-responsive to this RFP. If Proposer’s exceptions do not result in disqualification of Proposer’s proposal, then TTUHSC may consider Proposer’s exceptions when TTUHSC evaluates the Proposer’s proposal.

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APPENDIX A

AGREEMENT

PROFESSIONAL SERVICES AGREEMENT

NON-MEDICAL SERVICES PROVIDED TO UNIVERSITY

This Professional Services Agreement (“Agreement”) is made and entered into by and between Texas Tech University Health Sciences Center, a public institution of higher education located in the State of Texas (“University”), and _________________ (“***”). University and *** may be referred to herein individually each as a “Party” or collectively as the “Parties.”

Background

University desires to obtain certain services to be provided at its facility located at___________________.

*** represents that it possesses the necessary qualifications and knowledge or employs professionals with the necessary qualifications or knowledge who will be assigned to perform these services.

Agreement

Now therefore, for the consideration herein expressed, University and *** hereby agree as follows.

Responsibilities

1.1 *** Responsibilities. *** will provide the following services (“Services”):

1.1.1 Perform the scope of work shown on Exhibit “A” attached hereto and incorporated herein for all purposes.

1.2 University Responsibilities. University will:

Compensation and Payment

1.3 Fee for Services. 2.1 University agrees to pay for each deliverable upon completion by *** in accordance with Exhibit “A” for a total not to exceed amount of $___________ including travel and expenses, attached hereto and incorporated herein for all purposes. University shall only reimburse travel expenses pre-approved in writing, at rates not to exceed the most current rates set by the Texas Comptroller (https://fmx.cpa.texas.gov/fmx/travel/textravel/rates/current.php). University may reimburse rental car expenses at rates not to exceed those set in University contracts. University will not reimburse for alcoholic beverages.

1.4 Payment. University agrees to remit payment within thirty (30) days of receipt of a properly submitted, itemized invoice from ***. The invoice must reference the University contract number affixed to this Agreement and must agree in all respects to the requirements and price schedules set forth herein. Final payment is contingent upon satisfactory receipt of the final Services and a final itemized invoice for Services rendered.

Term and Termination

1.5 Term; The term of this Agreement shall be ____________, and this Agreement shall continue in full force and effect through ____________.

1.6 Right to Terminate. Either Party may terminate this Agreement at any time, with or without cause, by giving the other Party thirty (30) days written notice.

1.7 Additional Right to Termination. University may terminate this Agreement immediately upon notice to *** in the event that *** becomes insolvent, makes a general assignment for the benefit of creditors, suffers or permits the appointment of a receiver for its business or assets, becomes subject to any proceedings under any bankruptcy or insolvency laws, whether domestic or foreign, or has wound up or liquidated, voluntarily or otherwise.

1.8 Force Majeure. “Event of Force Majeure” means an event beyond the control of *** or University which prevents or makes a Party’s compliance with any of its obligations under this Agreement illegal or impracticable, including but not limited to: act of God (including, without limitation, fire, explosion, earthquake, tornado, drought, and solicitations@ttuhsc.edu Page 18 of 29 DOC1643828-002

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flood); war, act or threats of terrorism, hostilities (whether or not war be declared), invasion, act of enemies, mobilization, requisition, or embargo; rebellion, insurrection, military or usurped power, or civil war;

contamination or destruction from any nuclear, chemical, or biological event; riot, commotion, strikes, go slows, lock outs, or disorder; epidemic, pandemic, viral outbreak, or health crisis; or directive of governmental authority.

No Party will be considered in breach of this Agreement to the extent that performance of their respective obligations is prevented or made illegal or impracticable by an Event of Force Majeure that arises during the term (or after execution of the Agreement but prior to the beginning of the term). A Party asserting an Event of Force Majeure hereunder (“Affected Party”) will give reasonable notice to the other Party of an Event of Force Majeure upon it being foreseen by, or becoming known to, Affected Party. In the event of an Event of Force Majeure, Affected Party will endeavor to continue to perform its obligations under the Agreement only so far as reasonably practicable.

1.9 Payment Upon Termination. In the event this Agreement is terminated in accordance with this Article, then within thirty (30) days after the effective date of such termination, *** shall submit ***’s termination statement for Services rendered to the date of termination, and University shall pay *** for such Services within thirty (30) days of receipt of *** termination statement.

1.10 Effect of Termination. The termination or expiration of this Agreement shall not relieve either Party of any obligation pursuant to this Agreement which arose on or before the date of termination.

1.11 Funding. University’s performance under the Agreement may be dependent upon appropriation of funds by the Texas legislature (“Legislature”) and/or allocation of funds by the TTUS Board of Regents (“Regents”). *** acknowledges that appropriation and allocation of funds are beyond University’s control. If the Legislature fails to appropriate, or Regents fail to allocate, necessary funds, or if there is a reduction of funding from other revenue sources, University will issue written notice to *** and University may terminate this Agreement without further duty or obligation hereunder, other than payment for goods and services already delivered or provided. This Agreement may be funded wholly or partially with federal funds. *** shall comply with all applicable provisions of federal law. University utilizes http://www.gsa.gov and https://www.ecfr.gov/ for all federal guidelines.

Representations and Warranties

1.12 Representations and Warranties of ***. *** represents and warrants as follows:

1.12.1 *** and its employees and agents providing Services pursuant to this Agreement shall comply with all applicable policies and procedures of University and/or any subsequent changes to or revisions in these policies and procedures.

1.12.2 *** represents and warrants to University that the Services provided under this Agreement will be performed in a good and workmanlike manner in accordance with industry standards and all local, state and federal laws and regulations. In addition, *** represents and warrants that *** and its personnel hold and shall continue to maintain any and all licenses or certifications required under applicable law to perform the Services herein. Upon request, *** shall provide evidence of all licenses or certifications required under law. *** further represents and warrants that it shall provide all of its personnel with all appropriate safety equipment and instruct its personnel to observe all safety policies, rules and requirements at all times.

1.12.3 *** shall not subcontract the Services to be provided herein without prior written approval of University.

Subcontractors providing services under this Agreement shall meet the same requirements and level of experience required of ***. No subcontract under the Agreement relieves *** of the responsibility for providing the services *** has agreed to provide. Additionally, if *** uses subcontractors to perform services, *** must comply with Texas Government Code § 2251.022.

1.12.4 *** represents and warrants that to the best of ***’s knowledge and belief, *** and its employees and agents providing services pursuant to this Agreement are not bound by any agreement or arrangement that would prevent or hinder them in any manner from fully performing the Services required under this Agreement.

1.12.5 *** agrees that all writings or other materials produced by ***, its officers, employees or agents relating to the Services performed under this Agreement shall be deemed “works made for hire” as that term is defined in the U.S. Copyright Act, that all rights thereto shall be owned by University, and that *** shall solicitations@ttuhsc.edu Page 19 of 29 DOC1643828-002

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not assert any claim thereto. Upon request *** shall execute any and all documents necessary to covey such rights to University.

1.12.6 Notwithstanding any provision of this Agreement, any obligation of *** hereunder to provide hardware, software, deliverable data, other technical information or services, or access to University's facilities to its employees, representatives, consultants or agents shall be subject to applicable export laws and *** shall comply with all applicable export laws and regulations.

1.12.7 *** agrees that ***, its officers, employees and agents will not disclose any University information, data, or other materials created by ***, or others, relating to the Services performed under this agreement without the express written permission of an authorized University officer. Such obligations shall not, however, extend to any materials which:

1.12.7.1 were in the possession of *** prior to this Agreement;

1.12.7.2 are, or hereafter become, generally available to the public by publication or otherwise through no action of ***; or

1.12.7.3 are required by law or regulation to be disclosed.

This Article shall survive termination of this Agreement.

Insurance and Indemnification

1.13 Contractor Insurance. *** shall obtain and maintain the minimum insurance coverages required by the Texas Tech University System Office of Risk Management and set forth at http://www.texastech.edu/offices/risk-management/Vendor%20Agreement%20Guides_TTUS%20ORM.PDF, which are incorporated into this Agreement as if expressly stated herein.

1.14 Indemnification. *** agrees to indemnify and hold harmless University, the Texas Tech University System, and their respective affiliated enterprises, regents, attorneys, employees, representatives, and agents, against any and all liability, claims, suits, losses, costs, and legal fees caused by, arising out of, or resulting from any act or omission of *** in the performance or failure to perform within the Agreement including but not limited to the negligent acts or omission of any subcontractor or any direct or indirect employees of the *** or subcontractors. In addition, *** warrants that any material purchased or provided hereunder does not infringe any letters patent granted by the United States and *** shall indemnify and hold harmless University, the Texas Tech University System, and their respective affiliated enterprises, regents, attorneys, employees, representatives, and agents, against any and all liability, claims, suits, losses, costs, and legal fees caused by, arising out of, or resulting from infringement or alleged infringement of any patent, copyright, trademark or other intellectual property rights of a third party arising out of, in connection with or resulting from this Agreement or the goods and/or services provided under this Agreement. The indemnification obligations set forth in the Agreement will survive termination or expiration of the Agreement.

Compliance

1.15 Compliance. The Parties acknowledge that each is subject to applicable federal and state laws and regulations, and policies and requirements of various accrediting organizations. Accordingly, each Party will enforce compliance with all applicable laws, regulations, and requirements, and will make available such information and records as may be reasonably requested in writing by the other Party to facilitate its compliance, except for records which are confidential and privileged by law. Each Party shall have or designate a Compliance Officer with whom compliance issues shall be coordinated.

1.16 Representations and Warranties. *** represents and warrants that neither *** or any employees or agents who provide items or Services under this Agreement are excluded, suspended, or debarred from participation in any federal or state health care program or federally funded contracts. University may conduct searches of ***'s name against various federal and state sanction and exclusion databases, including, but not limited to the HHS OIG List of Excluded Individuals/Entities (LEIE), the GSA Excluded Parties List System (EPLS) and the Texas HHSC Exclusion List. *** agrees to immediately inform University as soon as it is aware that it or any of its employees, agents or contractors providing items or services under the Agreement are subject to the imposition of any such sanctions or exclusion. This Agreement shall be subject to immediate termination by University in the event ***, http://www.texastech.edu/offices/risk-management/Vendor%20Agreement%20Guides_TTUS%20ORM.PDF http://www.texastech.edu/offices/risk-management/Vendor%20Agreement%20Guides_TTUS%20ORM.PDF solicitations@ttuhsc.edu Page 20 of 29 DOC1643828-002

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or any of its employees, agents, or contractors, is listed on any federal or state sanction/exclusion list as being subject to sanctions or exclusion.

1.17 Applicable Laws and University Policies. *** agrees that it, its employees, agents and contractors will comply with all federal, state or local laws or regulations applicable to ***’s performance of the Agreement. *** further agrees that it, its employees, agents and contractors will comply with University Operating Policies and Procedures located at http://www.ttuhsc.edu/HSC/OP, as well as all relevant published University compliance programs, as they may be applicable to ***’s Services under this Agreement.

Audit

1.18 Audits. *** understands that acceptance of funds under this Agreement constitutes acceptance of the authority of the Texas State Auditor's Office, or any successor agency (collectively, “Auditor”), to conduct an audit or investigation in connection with those funds pursuant to Section 51.9335(c) Texas Education Code. *** agrees to cooperate with the Auditor in the conduct of the audit or investigation, including, without limitation, providing all records requested. *** will include this provision in all contracts with permitted subcontractors.

1.19 Access to Documents. In addition, at any time during the term of this Agreement and for a period of four (4) years thereafter, the State of Texas, Texas Tech University System, University and/or other federal, state and local agencies which may have jurisdiction over this Agreement, at reasonable times and at its expense reserves the right to audit ***’s records and books that relate only to this Agreement. In the event such an audit by University reveals any errors/overpayments by University, *** shall refund University the full amount of such overpayments within thirty (30) days of such audit findings, or University, at its option, reserves the right to deduct such amounts owing University from any payments due ***. If needed for audit, original or independently certified copies of off-site records will be provided to auditors at ***’s expense within two (2) weeks of written request. This Section shall survive termination of this Agreement.

Certification

1.20 Required Background Check. *** agrees to conduct a national criminal background check on any individual before allowing them to provide any services to University under this agreement. *** shall obtain written approval from University before allowing any individual who has been convicted of a crime (felony or misdemeanor) to provide services under this agreement. University has the right to refuse to allow any individual convicted of a crime from providing services under this agreement.

1.21 Required Notice. *** agrees to provide the following notice to all of its employees and subcontractors who may work on any campus of Texas Tech University System:

1.21.1 All sex offenders required to register with local law enforcement authorities under Chapter 62 of the Texas Code of Criminal Procedure and who intend to work or carry on a vocation (full-time or part-time) on any campus of Texas Tech University System for a consecutive period exceeding fourteen (14) days or for an aggregate period exceeding thirty (30) days in a calendar year are required to register (or verify registration) with the law enforcement authority for campus security in accordance with Article 62.064 of the Texas Code of Criminal Procedure within 7 days of beginning work on any campus of Texas Tech University System. In addition, such sex offenders are required to notify the law enforcement authority for campus security within seven (7) days of terminating work on any campus of Texas Tech University System. For additional information, please contact the Texas Tech University Police Department, 2901 4th St., Lubbock, TX 79409, 806-742-3931.

General Provisions

1.22 Incorporated Terms. The Parties acknowledge and agree that the Required Contract Terms set forth at https://www.texastech.edu/ogc/required-contract-terms.pdf and the Required IT Terms set forth at http://www.texastech.edu/ogc/contracting/required-IT-terms.pdf are incorporated into…

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