Exhibit_2_-_Technical_Response.pdf

STATE OF OKLAHOMA | SW0310M | COMMUNITY PARAMEDICINE CONSULTING SERVICES

OMES Central Purchasing | SW0310M | Exhibit 2 – Technical Response Questions | Page 1 of 6

EXHIBIT 2

TECHNICAL RESPONSE

INSTRUCTIONS

Bidder must provide complete and succinct responses to each applicable question. Responses must contain sufficient detail to demonstrate the Bidder’s qualifications, direct experience, methodology, and ability to perform the proposed services.

Sections 01 through 06 are Mandatory and must be completed by all Bidders. Failure to provide a complete response to any question in Sections 01 through 06 may result in the Bidder being deemed non-responsive.

Sections 07 through 15 are Optional Service Categories. Bidders shall complete only those sections for which they are submitting a proposal.

Technical Proposal Response Requirements

1. Bidders shall provide responses to all applicable questions in a separate Technical Proposal attachment.

2. The Technical Proposal shall use the Section Number and Question Number contained in this Exhibit, present responses in the same order as the questions, clearly identify each applicable Section Number and Question Number, provide sufficient detail for evaluation purposes, and address all requested elements of each question.

3. The Bidder shall select YES or NO for each Optional Service Category.

4. By selecting YES, the Bidder confirms it is proposing services under that category, confirms it can perform all associated requirements and deliverables, and must provide complete responses to all questions within that category.

5. If the Bidder selects NO, the Bidder is not required to provide responses for that category.

6. A Bidder that selects YES but fails to provide complete responses may be deemed non-responsive for that category and may not be considered for award under that category.

7. Only Optional Service Categories marked YES will be evaluated for award under that category.

8. Responses should emphasize the Bidder’s direct experience and proposed methodology. Marketing materials, generic capability statements, and boilerplate content should be limited to information directly relevant to the question being answered.

9. Supporting documentation, project examples, resumes, case studies, diagrams, methodologies, work products, and other relevant materials may be included within the Technical Proposal or submitted as supplemental attachments. Supplemental materials shall clearly identify the applicable Section Number and Question Number.

10. References shall be submitted separately using Exhibit 4 – Bidder Reference Questionnaire.

11. Any value-added product or service described in the Technical Proposal must be within the scope of the solicitation and must also be identified in Exhibit 3 – Pricing, as applicable.

Proposed Approach Classification For each Optional Service Category proposed, the Bidder shall identify whether the approach is:

MANDATORY CERTIFICATIONS

The following certifications are mandatory and are not separately scored.

☐ Minimum Experience Certification. Bidder confirms it has at least one (1) year of experience providing Community Paramedicine or Mobile Integrated Healthcare strategy services.

☐ Statewide Service Certification. Bidder confirms it can support Community Paramedicine deployment and provide services to Oklahoma communities with populations under 55,000 located outside Oklahoma and Tulsa Counties.

☐ Deliverable Capability Certification. By selecting YES for an Optional Service Category, Bidder confirms it can perform all associated requirements and deliverables identified within that category.

☐ Third-Party Vendor Restriction Certification. Bidder confirms the proposed services will be performed in accordance with the solicitation’s prohibition on third-party vendor involvement.

☐ Approach Classification Certification. Bidder confirms each proposed service category has been identified as Standard, Customized for Oklahoma, or a Combination of Standard and Customized Services.

SECTION 01: COMMUNITY PARAMEDICINE EXPERIENCE

1.1 Relevant Experience

Describe the Bidder’s experience developing, deploying, or supporting Community Paramedicine and Mobile Integrated Healthcare strategies. Include:

• Years of experience;

• Client types served;

• Geographic scope; and

• The Bidder’s specific responsibilities.

1.2 Comparable Engagements

Describe up to three Community Paramedicine or Mobile Integrated Healthcare engagements that best demonstrate the Bidder’s qualifications. For each engagement, identify:

• Services provided;

• Implementation approach;

• Challenges addressed; and

• The Bidder’s role.

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SECTION 02: RURAL HEALTHCARE EXPERIENCE

2.1 Rural Healthcare Transformation

Describe the Bidder’s experience supporting:

• Rural healthcare programs;

• EMS agencies;

• Public health organizations;

• Rural provider networks; and

• Healthcare transformation initiatives.

2.2 Oklahoma Service Capability

Describe how the Bidder will provide consistent and effective services throughout Oklahoma, including communities with populations under 55,000 located outside Oklahoma and Tulsa Counties. Address:

• Staffing;

• Geographic coverage;

• Travel;

• Communications; and

• Local stakeholder coordination.

SECTION 03: STAKEHOLDER ENGAGEMENT AND PARTNERSHIPS

3.1 Stakeholder Engagement Methodology

Describe the Bidder’s methodology for identifying, engaging, convening, and obtaining meaningful input from:

• EMS providers;

• Healthcare organizations;

• State agencies;

• RHTP-funded Community Paramedicine partners;

• Rural communities; and

• Other affected stakeholders.

3.2 Partnership and Consensus Building

Describe the Bidder’s experience building partnerships and consensus among healthcare providers, EMS organizations, public-sector entities, and community partners with differing operational or policy priorities.

Include one example demonstrating how stakeholder input influenced project recommendations or implementation decisions.

SECTION 04: STATEWIDE SERVICE AND PROJECT MANAGEMENT CAPABILITY

4.1 Project Management Approach

Describe the Bidder’s project-management methodology, including:

• Governance;

• Communications;

• Status reporting;

• Risk management;

• Issue escalation; and

• Change control.

4.2 Concurrent Service Delivery

Describe how the Bidder will manage multiple Statements of Work, competing priorities, geographic areas, or agency engagements while maintaining:

• Adequate staffing;

• Consistent service quality; and

• Timely delivery.

SECTION 05: DELIVERABLE MANAGEMENT AND QUALITY ASSURANCE

5.1 Deliverable Development

Describe the Bidder’s process for developing, reviewing, revising, and finalizing deliverables. Address:

• Milestone management;

• Internal quality review;

• Stakeholder review;

• Acceptance criteria;

• Version control;

• Approvals; and

• Resolution of requested revisions.

5.2 Research and Analytical Quality

Describe the methods the Bidder uses to validate:

• Data;

• Research;

• Financial analyses;

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• Benchmarks;

• Assumptions;

• Findings; and

• Recommendations.

Explain how limitations or gaps in available information will be identified and addressed.

SECTION 06: PROJECT TEAM QUALIFICATIONS

6.1 Key Personnel

Identify the proposed Project Manager and key personnel. For each individual, identify:

• Proposed role;

• Qualifications;

• Relevant experience;

• Responsibilities;

• Availability; and

• Applicable certifications.

6.2 Staffing and Continuity

Describe the Bidder’s staffing plan, including:

• Access to subject-matter experts;

• Workload management;

• Continuity of personnel; and

• The process for replacing key personnel when necessary.

OPTIONAL SERVICE CATEGORY ELECTION MATRIX

Complete one election and one approach classification for each Optional Service Category. By selecting YES, Bidder confirms it can perform all associated requirements and deliverables and has provided all required responses in the attached Technical Proposal. If NO is selected, no response is required for that category.

Sec. Optional Service Category

Yes No Standard Customized Combination

Baseline Assessment and Landscape Analysis

08 EMS Vendor Support ☐ ☐ ☐ ☐ ☐

Deployment Strategy Development

Launch and Implementation Support

11 Payment Model Development ☐ ☐ ☐ ☐ ☐

Payer Engagement, Provider Funding, and Sustainability

13 Path to Billability ☐ ☐ ☐ ☐ ☐ 14 State Plan

Amendment Support ☐ ☐ ☐ ☐ ☐

15 Optional Phase II Services ☐ ☐ ☐ ☐ ☐

SECTION 07: BASELINE ASSESSMENT AND LANDSCAPE ANALYSIS

7.1 Assessment, Findings, and Recommendations

Describe the Bidder’s methodology for conducting a Community Paramedicine and Mobile Integrated Healthcare baseline assessment and translating findings into actionable recommendations. Address:

• Data collection;

• Quantitative and qualitative analysis;

• Development of an aggregated inventory of existing Community Paramedicine and Mobile Integrated Healthcare pilots and programs;

• Stakeholder input;

• Geographic analysis identifying regions that may benefit from Community Paramedicine or Mobile Integrated Healthcare services;

• Service gaps;

• Opportunity identification;

• Implementation priorities; and

• Decision-support materials.

SECTION 08: EMS VENDOR SUPPORT

8.1 EMS Platform and Vendor Support

Describe the Bidder’s experience supporting EMS vendors or technology platforms. Explain how the Bidder would evaluate:

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• Platform capabilities;

• Operational workflows;

• Integration considerations;

• Data requirements; and

• Potential Community Paramedicine or Mobile Integrated Healthcare use cases.

SECTION 09: DEPLOYMENT STRATEGY DEVELOPMENT

9.1 Deployment Strategy and Adaptability

Describe the Bidder’s methodology for developing statewide, regional, local, or project-specific deployment strategies and adapting the approach to differences in:

• Community needs;

• Provider capacity;

• EMS resources;

• Healthcare access;

• Geography;

• Payer environments; and

• Local readiness.

Address:

• Baseline research;

• Peer-state models;

• Lessons learned;

• Nationally recognized practices;

• Operational workflows;

• Provider integration; and

• Implementation roadmaps.

SECTION 10: LAUNCH AND IMPLEMENTATION SUPPORT

10.1 Implementation Support

Describe the Bidder’s approach to launch planning and implementation support. Address:

• Stakeholder coordination;

• Education and outreach;

• Onsite support when required;

• Implementation monitoring;

• Issue resolution;

• Performance measurement; and

• Continuous improvement.

SECTION 11: PAYMENT MODEL DEVELOPMENT

11.1 Service and Payment Model Design

Describe the Bidder’s experience and methodology for:

• Determining which Community Paramedicine services may be reimbursable;

• Evaluating individual-service reimbursement;

• Developing bundled-service approaches; and

• Designing sustainable payment models.

Include examples of comparable reimbursement structures, service bundles, or payment models previously developed or implemented.

11.2 Rate Development

Describe how the Bidder determines reimbursement amounts for identified services. Address:

• Data sources;

• Cost inputs;

• Benchmarking methods;

• Financial-modeling approaches;

• Assumptions; and

• Validation techniques.

Provide an example of a comparable reimbursement-rate development engagement.

SECTION 12: PAYER ENGAGEMENT, PROVIDER FUNDING, AND SUSTAINABILITY

12.1 Payer Engagement

Describe the Bidder’s experience working with:

• Medicaid agencies;

• Managed Care Organizations;

• Commercial payers; and

• Other funding entities.

Explain the proposed approach to payer engagement and reimbursement support.

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12.2 Provider Fund Design and Long-Term Sustainability

Describe how the Bidder will evaluate and support long-term financial and operational sustainability. Address:

• Provider fund design;

• Recommended participation levels;

• Provider eligibility criteria;

• Provider selection criteria;

• Program administration;

• Administrative feasibility;

• Funding strategy; and

• Ongoing reimbursement.

Include examples of payment structures that remained operational beyond initial implementation, if available.

12.3 Fund Administration Processes

Describe the methodology for developing:

• Provider application materials;

• Reimbursement processes;

• Documentation-of-care standards;

• Payment procedures; and

• Related program-administration requirements.

SECTION 13: PATH TO BILLABILITY

13.1 Billability Framework

Describe the Bidder’s methodology for developing a pathway to billability. Address:

• Data-collection structures;

• Outcome-measurement frameworks;

• Evidence-generation strategies;

• Documentation standards;

• Payer expectations;

• State Plan Amendment readiness considerations;

• Return-on-investment analysis;

• Feasibility analysis; and

• Implementation readiness.

13.2 Outcome Measurement and Program Evaluation

Describe the Bidder’s experience evaluating Community Paramedicine outcomes and program effectiveness. Address:

• Patient outcomes;

• Service volumes;

• Utilization trends;

• Cost avoidance;

• Program longevity;

• Sustainability; and

• Return on investment.

SECTION 14: STATE PLAN AMENDMENT SUPPORT

14.1 State Plan Amendment Experience

Describe the Bidder’s experience supporting State Plan Amendments, Medicaid reimbursement policy, CMS-related initiatives, or similar healthcare-financing programs. For each example, identify:

• The project;

• The Bidder’s role;

• Whether the Bidder authored, co-authored, reviewed, or advised on policy language; and

• The resulting outcome.

14.2 Policy Development and OHCA Engagement

Describe the methodology for researching, drafting, reviewing, and refining reimbursement-related policy language in collaboration with:

• OSDH;

• Oklahoma Health Care Authority (OHCA);

• Other state agencies;

• Medicaid authorities;

• Healthcare providers;

• Payers; and

• Other affected stakeholders.

Explain how OHCA would be engaged to support future State Plan Amendment development and reimbursement implementation.

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SECTION 15: OPTIONAL PHASE II SERVICES

15.1 RHTP Integration and Cross-Program Implementation

Describe the Bidder’s experience and methodology for evaluating integration opportunities between Community Paramedicine and other Rural Health Transformation Program initiatives. Address, as applicable:

• EMS vendor expansion;

• Telestroke and other telehealth initiatives;

• Maternal-fetal medicine and other maternal-health initiatives;

• Behavioral-health programs;

• Community-care referral initiatives;

• Community-health-worker programs;

• Care-coordination programs;

• Provider collaborative models; and

• Other similar rural healthcare programs.

Explain how the Bidder would identify and evaluate:

• Shared infrastructure;

• Operational dependencies;

• Stakeholder relationships;

• Cross-program coordination opportunities;

• Implementation risks;

• Education and outreach needs; and

• Opportunities for coordinated service delivery.