Intake_Questions_7-31-26.docx
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- Solicitation number
- 260493
- Issued by
- Orange County, California
About this file
This is an Intake Project Manager Information Request for the Orange County Transportation Authority (OCTA) seeking to procure Centers for Medicare & Medicaid Services (CMS) Medicare Section 111 liability reporting services. The procurement will be conducted as a Request for Proposal (RFP) based on best value, with an initial contract term of three years effective January 1, 2027, and an optional two-year renewal term. The document does not specify response dates, due dates, site visits, or bidder's conferences.
The initial term budget is $36,000 with an option term amount of $15,166. This is a firm-fixed price procurement funded through local sources and will be encumbered upon award. The evaluation will be conducted by two committee members: Regie Peaslee (Senior Claims Representative, Risk Management) and Gyromee Hatcher (Applications Analyst, Information Systems). The RFP evaluation criteria and weightings are as follows: Qualifications of the Firm (25%), Staffing/Project Organization (20%), Work Plan (30%), and Cost (25%). The weighting prioritizes technical and regulatory qualifications due to the complexity of CMS Section 111 reporting requirements. No retention is required, and no certifications are specified as mandatory for responding firms. This procurement references a previous agreement number 032763.
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Text version
Intake – Project Manager Information Request Requisition No. R002515 Description: CMS Medicare Section 111 Liability Reporting Agent
Please upload/attach the following documents under the “Attachments” tab.
1. Independent Cost Estimate (ICE)
2. Scope of Work (SOW)
3. SOW Verification Form
4. Other Supporting Documents (if applicable) Please provide the following information:
5. Procurement Type:
|_| IFB (Lowest responsive, responsible bidder. Price is the primary factor.)
|X| RFP (Best value based on qualifications, staffing, work plan, and cost.)
6. Funding source(s) for this procurement:
|X| Local |_| State |_| Federal |_| Measure M |_| ______________
7. Previous agreement number (if applicable): __032763____________
8. Contract term dates:
Initial Term: __Three years effective 1/1/27___________________________________
Option Term(s): ___Two year option__________________________________
9. If there are any option term(s), please provide the amount for the initial and option term(s):
| Initial Term Amount: | $_36,000___________ | |
| Option Term Amount: | $_15,166___________ |
10. (Complete for RFP Only) Identify proposed evaluation committee members. A minimum of two (2) evaluators is required. Please include names, titles, and departments.
| Evaluator 1: | Regie Peaslee, Senior Claims Representative, Risk Management |
| Evaluator 2: | Gyromee Hatcher, Applications Analyst, IS |
11. (Complete for RFP Only) Provide the weight assignment for each criterion.
| Evaluation Criteria |
| Weight (%) |
| Qualifications of the Firm |
| _25____% |
| Staffing / Project Organization |
| _20____% |
| Work Plan |
| _30____% |
| Cost |
| _25____% (must be a minimum of 25%) |
Justification for evaluation criteria and weighting:
The proposed weighting prioritizes the firm’s qualifications, staffing, and work plan due to the technical and regulatory complexity of CMS Section 111 reporting, while assigning 25 percent to cost to ensure competitive pricing and overall best value to OCTA.
12. Contract Type: |X| Firm-fixed |_| Time-and-expense Comment by Rhea Aninzo: From requisition
a. If firm-fixed, will retention be required? (For RFP Only)
|_| Yes, Percentage: ______% |_| No
b. If firm-fixed, should the requisition be encumbered?
|X| Yes |_| No
13. For insurance purposes, are there any certifications required of the firms?
|_| Yes |X| No
14. Comments/Questions (if any):
File details come from the government source that posted it. Updated .