Exhibit_8_-_Mandatory_Requirements.docx

Exhibit 8 – Mandatory Qualifications

Purpose This Attachment establishes the mandatory minimum qualifications that must be met by all Bidders. These requirements are evaluated on a Pass/Fail basis.

Failure to meet any mandatory requirement shall result in the Bidder being deemed non-responsive and eliminated from further evaluation.

submission requirements

· Maximum Length: 20 pages total (resumes not counted towards page count)

· Font: Minimum 11-point (Arial, or Calibri)

· Margins: Minimum 1 inch

· Line Spacing: Single or 1.15

· Response Structure: Responses must follow the structure of this Attachment exactly

· Evidence Requirement: All claims must be supported with specific examples, metrics, and verifiable references

· All content within each Exhibit, including bidder instructions, narrative responses, tables, and supporting detail, shall count toward the applicable page limitations unless otherwise specified.

mandatory requirements Marketplace / Government Program Experience Minimum Requirements Bidder must demonstrate experience delivering full lifecycle implementation and operations of large-scale public sector or health insurance marketplace systems, including design, configuration, testing, deployment, transition to operations, and ongoing M&O for programs supporting at least 100,000 enrollees across at least two states.

Bidder Attestation (Bidder Response Required) ☐ Yes, Bidder meets all minimum requirements ☐ No

Evaluation Criteria (Pass/ Fail) To receive a Pass, the Bidder must:

· Provide at least two qualifying projects

· Demonstrate full lifecycle delivery

· Provide measurable outcomes

Note: Attestation alone will not be used to determine Pass/Fail.

Required Response (Bidder Response Required) The Bidder shall provide a complete written response to this mandatory requirement with sufficient detail to support a pass/fail determination. Required supporting information, including references and forms, must be submitted in accordance with this Exhibit. Bidder may remove this text in response.

Note: At least two (2) of the required references must be from projects that meet the minimum requirements defined in Section 3.1.1. Bidder’s reference contacts must attest to this experience in the Reference Form Exhibit confirming that the project meets the specified criteria. Failure to provide qualifying references or completed attestations may result in a Fail determination.

Key Personnel with Marketplace Expertise Minimum Requirements The Bidder shall propose and maintain key personnel with proven experience in state-based marketplace programs and/or operationalizing a transition to a State-Based Exchange. Key personnel must demonstrate experience in one or more of the following areas, or a combination thereof:

· Federal and state regulatory requirements

· Eligibility and enrollment processes

· Plan management

· Related compliance obligations

· Standing up business operations, establishing governance, defining operational models, readiness planning, training, cutover/go-live support, and post-go-live stabilization

The Bidder must provide résumés or equivalent documentation for each proposed key staff member showing relevant experience. The requirement will be considered satisfied only if all proposed key personnel clearly demonstrate experience in at least one area, supported by verifiable evidence such as prior project roles or deliverables.

Bidder Attestation (Bidder Response Required) ☐ Yes, Bidder meets all minimum requirements ☐ No

Evaluation Criteria (Pass/ Fail) To receive a Pass, the Bidder must:

· Provide list of key personnel that demonstrates required experience

· Résumés for key personnel should be included as part of the requirements for the Staffing Model and Key Personnel Exhibit. Résumés must be verifiable and will be reviewed against criteria in this requirement.

Note: Attestation alone will not be used to determine Pass/Fail.

Required Response (Bidder Response Required) The Bidder shall provide a complete written response to this mandatory requirement with sufficient detail to support a pass/fail determination. Required supporting information, including references and forms, must be submitted in accordance with this Exhibit. Bidder may remove this text in response.

Eligibility and ACA Regulatory Experience

Bidder must demonstrate experience designing and operating eligibility determination and enrollment systems within ACA or comparable regulated environments, including reconciliation, data migration, issuer coordination, and post-enrollment account maintenance processes.

The Bidder must provide examples from at least two projects that involved deep integration with a specific state’s Medicaid and eligibility systems. Examples must include performance metrics demonstrating successful delivery of eligibility and enrollment functions.

Bidder Attestation (Bidder Response Required) ☐ Yes, Bidder meets all minimum requirements ☐ No

Evaluation Criteria (Pass/ Fail) To receive a Pass, the Bidder must provide two projects that demonstrate:

· Deep integration with Medicaid and eligibility determinations

· Enrollment lifecycle support

· Reconciliation processes

· Issuer coordination

· Post-enrollment maintenance

Note: Attestation alone will not be used to determine Pass/Fail.

Required Response (Bidder Response Required) The Bidder shall provide a complete written response to this mandatory requirement with sufficient detail to support a pass/fail determination. Required supporting information, including references and forms, must be submitted in accordance with this Exhibit. Bidder may remove this text in response.

Note: At least two (2) of the required references must be from projects that meet the minimum requirements defined in Section 3.3.1. Bidder’s reference contacts must attest to this experience on the Reference Form, confirming that the project meets the specified criteria. Failure to provide qualifying references or completed attestations may result in a Fail determination.

CLOUD, ARCHITECTURE, AND PLATFORM DELIVERY

Bidder must demonstrate experience delivering and operating secure, scalable platforms within client-owned and governed cloud environments. The State will own and govern the cloud environment, and the Supplier will manage, provision, configure, deploy, and operate the solution within this environment in alignment with the enterprise architecture, security, and technology standards established by the Oklahoma Office of Management and Enterprise Services (OMES). Experience must include operating within externally governed environments, aligning to enterprise standards for identity and access management, data governance, and network security, and supporting multi-environment architectures (sandbox, test, training, UAT, and production) with high availability, scalability, and both real-time and batch processing.

Bidder Attestation (Bidder Response Required) ☐ Yes, Bidder meets all minimum requirements ☐ No

Evaluation Criteria (Pass/ Fail) To receive a Pass, the Bidder must demonstrate:

· Experience operating within a client-owned or State-governed cloud environment

· Ability to provision, configure, and manage environments within defined infrastructure constraints

· Alignment with enterprise architecture and security standards comparable to OMES

· Support for multi-environment deployment models (sandbox, test, training, UAT, production)

· Experience supporting scalable, high-availability solutions with real-time and batch processing

Note: Attestation alone will not be used to determine Pass/Fail.

Required Narrative Response (Bidder Response Required) The Bidder shall provide a complete written response to this mandatory requirement with sufficient detail to support a pass/fail determination. Required supporting information, including references and forms, must be submitted in accordance with this Exhibit. Bidder may remove this text in response.

Enterprise Data Integration

Bidder must demonstrate experience integrating with external government and issuer systems, including CMS Federal Data Services Hub (FDSH), Medicaid systems, and EDI 834 standards supporting secure real-time and batch data exchange with full encryption, secure authentication, and compliant data handling.

Bidder Attestation (Bidder Response Required) ☐ Yes, Bidder meets all minimum requirements ☐ No

Evaluation Criteria (Pass/ Fail) To receive a Pass, the Bidder must demonstrate integration with:

· CMS Federal Data Services Hub (FDSH)

· Medicaid systems

· Issuer systems

Note: Attestation alone will not be used to determine Pass/Fail.

Required Response (Bidder Response Required) The Bidder shall provide a complete written response to this mandatory requirement with sufficient detail to support a pass/fail determination. Required supporting information, including references and forms, must be submitted in accordance with this Exhibit. Bidder may remove this text in response.

Security, Privacy, and Program Integrity

Bidder must demonstrate experience in compliance with federal and state security and privacy standards for IRS 1075, CMS frameworks for MARS-E/ARC-AMPE, SOC 2, this includes secure authentication (e.g., mutual TLS/three-way handshake), encryption in transit and at rest, continuous monitoring, audit logging, fraud, waste, and abuse detection and prevention capabilities.

Bidder Attestation (Bidder Response Required) ☐ Yes, Bidder meets all minimum requirements ☐ No

Evaluation Criteria (Pass/ Fail) To receive a Pass, the Bidder must demonstrate:

· Compliance with IRS Publication 1075

· Alignment with CMS MARS-E or successor framework (e.g., ARC-AMP)

· SOC 2 Type II (or equivalent)

· Encryption, IAM, audit logging, continuous monitoring and reporting

· Fraud, waste, and abuse detection (e.g. one-time passcode, multi-factor authentication)

Note: Attestation alone will not be used to determine Pass/Fail.

Required Narrative Response (Bidder Response Required) The Bidder shall provide a complete written response to this mandatory requirement with sufficient detail to support a pass/fail determination. Required supporting information, including references and forms, must be submitted in accordance with this Exhibit. Bidder may remove this text in response.

FINAL CERTIFICATION (Bidder Response Required) The Bidder certifies that all information provided is accurate, complete, and verifiable. The Bidder acknowledges that failure to meet any mandatory requirement may result in disqualification.

Authorized Representative Name: __________________________ Title: __________________________ Signature: __________________________ Date: __________________________

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