Request For Application For Training Services Master Agreement Bid #

DMH # 2027-8210-3020-01

October 2026

Bidder: _________________________________________________________________________________________ Date Response was filed on COMMBUYS: _____________________________

MINIMUM SUBMISSION REQUIREMENTS CHECKLIST

PART I RFA RESPONSE SUBMISSION FORMAT (SUBSECTIONS 6.1 and 6.3):

☐ Submitted on COMMBUYS.

☐ The Filing Naming Conventions were used.

PART II RESPONSE REQUIREMENTS (Subsection 6.3 Application Requirements):

A response must consist of the following parts:

☐ Application and Cover Page with signature ☐ Cost Workbook ☐ Supplier Diversity Form ☐ Attachments

☐ Application and Cover Page was used, completed, and submitted.

☐ Application and Cover Page was not used, completed, or submitted (circle all that apply).

2. Supplier Diversity Response

☐ Submitted a complete SDP Plan Form proposing an SDP Commitment and one or more SDP Partner(s) to utilize to meet its SDP Commitment.

☐ SDP Plan Form Not Filed and Not Required (Applicant and Individual or Sole proprietorship) ☐ SDP Plan Form Not Filed and required

3. Attachments ☐ Response Attachments filed and limited to those set forth in Subsection 6.3 of the RFA.

☐ Extra Attachments included but removed ☐ Response Attachments submitted in PDF format, numbered and labeled and in the order specified in Subsection 6.3 of the RFA ☐ Attachments not in PDF format or not in correct order.

☐ Attachments with page limits (1 page per attachment) were ☐ met ☐ Were not met, extra pages were removed

4. Cost Workbook ☐ Cost Workbook completed and submitted ☐ Cost Workbook not completed and submitted.

PART IV FISCAL SOLVENCY:

☐ EOHHS Qualified ☐ Not EOHHS Qualified and Fiscal Solvency Documentation was submitted and determined ☐ Sufficient ☐ Not Sufficient for the following reasons.__________________________________________________

☐ Solvency and Compliance with State Tax and Business Laws

If YES, circumstances indicated ________________________________________________.

☐ No Concerns ☐ Concerns: _____________________________________________

PART IV FINDINGS:

Minimum Requirements ☐ MET ☐ NOT MET Explain:_____________________________________________________________________________________________________

Reviewer(s) _____________________________________________ Date ___________________________

Comments _______________________________________________________________________________

List Input received from others and attach input to this tool:

Action taken by Review Committee/Awarding Authority as a result of Minimum Submission Requirements Review:

☐ Determined meets the Minimum Submission Requirements ☐ Clarification sought ☐ Rejected

Determination:

Is this application sufficient to continue to the contract execution phase? YES___ NO ____.

Reviewer(s) _____________________________________________ Date ___________________________

Comments _______________________________________________________________________________

APPLICATION REVIEW

The Application has been divided in Four Parts for Review.

CATEGORY 1 EXPERIENCE

For an Applicant to be rated “Good” in this Category the Applicant must be found to meet each of the following requirements.

|_| General Experience and Business History. Based on the Applicant’s experience and history it is reasonable to believe that the Applicant can manage, provide, and deliver the proposed Medical Service. (Application and 1 page limit)

|_| Experience With Population. It is reasonable to believe based on the Application that the Applicant understands and has good experience and expertise working with population similar to that of DMH’s and the ability to address culture, ethnicity, language, sexual orientation and gender differences in the provision of services. (CVs and 1 page limit)

|_| Service Principles. Applicant demonstrates an understanding of the DMH Service Principles and sufficiently addresses how it has incorporated such principles into its practices such that it is reasonable to believe that the Medical Services it provides will be delivered in a manner consistent with such principles. (1 page limit)

|_|References. The references are professional references who the Applicant has provided services to within the last five years: they are relevant to the Medical Service for which the Application has been submitted and support the Application.

Note to Reviewers: References must be contacted for confirmation of Bidders experience. At a minimum DMH and other state agencies with which the Bidder has done business should be contacted:

Indicate any strengths or weakness:

CATEGORY 2 QUALIFICATIONS

For an Applicant to be rated “Good” in this Category the Applicant must be found to meet each of the following requirements.

|_| Service Abstract is comprehensive and clearly identifies the Services to be provided and the needs of the DMH.

|_| Licenses. Copies of applicable license(s)/certification(s) for the individual(s) who will be providing the Medical Services were filed and meet requirements.

|_| Registration. Printed copies of the board registration report form for the individual(s) that will be providing the Medical Services were filed and they confirm information provided and present no concerns that could impact providers ability to provide services

|_| Reviewers confirmed applicable providers Debarment and Medicaid/Medicare status utilizing online databases and no problems are indicated.

|_| Environmental Preferable Products. At least one item was checked.

CATEGORY 3 COST WORKBOOK

For the Cost Proposal Workbook to be rated “Good” it must meet the following requirements. (Check only those that are met)

|_| Comprehensive: The Cost Reimbursement Response is comprehensive

|_| Reasonable and Cost Effective. The stated costs must be reasonable and cost effective.

|_| Practical: It is reasonable to believe that the Applicant will be able to quickly identify costs in responding to a SOW inquiry.

Request For Application For Training Services Master Agreement Bid #

DMH # 2027-8210-3020-01

October 2026

CATEGORY 4 SUPPLIER DIVERSITY PLAN

For the Supplier Diversity Plan Form to be rated “Good” it must meet the following requirements. (Check only those that are met)

|_| SDP Form for POS is complete. It includes at least one SDP Partner and a commitment for SDP Spending with an SDP Partner for the current fiscal year. Comprehensive: The Cost Reimbursement Response is comprehensive

|_| The Proposed commitment of Contract dollars by percentage to an SDP Partner is 1% or greater.

SUMMARY RESPONSE RATINGS

Service:

Qualified |_| YES |_| NO (To Qualify a Bidder needs a rating of “Good” in all applicable Parts.

Key Information for Master Agreement/Master Agreement List and SOW Selection Criteria:

|_| Already on MA this is for an additional service.

|_| Already has Vendor Customer Code (VCC) |_| Needs VCC |_| Certified by the Massachusetts Supplier Diversity Office – certified as |_| Indicated able to provide services statewide |_| Indicated a preference to limit services to Following DMH Areas or communities:

|_| Strengths that were identified in the Response:

|_| Weaknesses that were identified in Response and recommended points of negotiation: