RFP 2022-02 In-Home Support and Companion.pdf

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RFP 2022-02 In-Home Support and Companionship
Solicitation number
S-X26083-00002268
Issued by
Clackamas County, Oregon

About this file

This document is a Request for Proposals (RFP) issued by CareOregon, Inc., a 501(c)(3) public benefit nonprofit company in Oregon. CareOregon is seeking proposals from vendors to provide in-home support and companionship for dual-eligible seniors and people living with disabilities in the six counties it serves through its CareOregon Advantage (COA) Medicare Advantage plan. The RFP outlines the scope of services required, including providing transportation, home safety assistance, community connection, virtual help, reminders, and social engagement. Proposals are due by March 31, 2022 at 2:00 PM Pacific Time, and the anticipated contract start date is May 2022. The initial contract term is through December 31, 2023, with options for two additional one-year renewals.

The RFP provides details on the proposal submission and evaluation process, including requirements around Proposer qualifications, the scope of work, equity and inclusion efforts, and fee structure. Proposals will be evaluated based on the Proposer's background and qualifications, the proposed scope of work, equity and inclusion efforts, and fees. CareOregon reserves the right to request oral presentations from the highest-scoring Proposers and to negotiate the final contract terms.

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Chicken Drumsticks or Leg Quarters.docx DOCX document
RFP 2022-02 Clarifying Questions 1.pdf PDF
RFP 2022-02 Notice of Intent to Award.pdf PDF
RFP 2022-02 Addendum 1.pdf PDF

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REQUEST FOR PROPOSALS #2022-02

In-Home Support and Companionship Publish Date: March 1, 2022

CareOregon, Inc. (“CareOregon”) is inviting submission of proposals for the in-home support and companionship project

Closing Date/Time: March 31, 2022 - 2:00 PM, Pacific Time

Contact Information: The sole point of contact for procurement process or technical questions is:

Kim Randall, Procurement and Contract Manager; randallk@careoregon.org 503-416-4760

RFP Location: RFP Documents can be downloaded from OregonBuys at the following address:

https://oregonbuys.gov/bso/. Prospective Proposers will need to sign in to download the information and that information will be accumulated for a Plan Holder's List. Prospective Proposers are responsible for obtaining any Addenda, clarifying questions, and Notices of Award from OregonBuys.

Submission: All proposals must be emailed to Procurement@careoregon.org.

CareOregon encourages proposals from minority, women, service-disabled veteran, and emerging small businesses.

**NO PROPOSALS WILL BE RECEIVED OR CONSIDERED AFTER THE ABOVE

RFP CLOSING DATE/TIME**

SCHEDULE

Request for Proposals Issued…….................................................. March 1, 2022

Deadline to Submit Clarifying Questions....................................... March 23, 2022, 5:00 PM, Pacific Time

Request for Proposals Closing Date and Time (“Closing”)........... March 31, 2022, 2:00 PM, Pacific Time

Anticipated Contract Start Date……..............................................May 2022 mailto:randallk@careoregon.org https://oregonbuys.gov/bso/ mailto:Procurement@careoregon.org

RFP 2022-02 In-Home Support and Companionship Page 1

SECTION 2

INSTRUCTIONS TO PROPOSERS

2.1 Modification or Withdrawal of Proposal: Any Proposal may be modified or withdrawn at any time prior to the Closing deadline, provided that a written request is received by Procurement, prior to the Closing. The withdrawal of a Proposal will not prejudice the right of a Proposer to submit a new Proposal.

2.2 Requests for Clarification and Requests for Change: Proposers may submit questions regarding the specifications of the RFP. Questions must be emailed on or before 5:00 p.m. (Pacific Time), on the date indicated in the Schedule. Requests for changes must include the reason for the change and any proposed changes to the requirements. The purpose of this requirement is to permit CareOregon to correct, prior to the opening of Proposals, RFP terms or technical requirements that may be unlawful, improvident or which unjustifiably restrict competition.

CareOregon will consider all requested changes and, if appropriate, amend the RFP. No oral or written instructions or information concerning this RFP from CareOregon employees or agents to prospective Proposers shall bind CareOregon unless included in an Addendum to the RFP.

2.3 Addenda: If any part of this RFP is changed, an addendum will be published on OregonBuys. It shall be Proposers responsibility to regularly check OregonBuys for any notices, published addenda, or response to clarifying questions.

2.4 Submission of Proposals: Proposals must be submitted in accordance with Section 5. All Proposals shall be legibly written in ink or typed and comply in all regards with the requirements of this RFP. All Proposals must include a signature that affirms the Proposer’s intent to be bound by the Proposal (this may be on cover letter, or on the Proposal) shall be signed. If a Proposal is submitted by a firm or partnership, the name and address of the firm or partnership shall be shown, together with the names and addresses of the members. If the Proposal is submitted by a corporation, it shall be signed in the name of such corporation by an official who is authorized to bind the contractor.

The Proposals will be considered by CareOregon to be submitted in confidence. No late Proposals will be accepted.

2.5 Notice of Award: CareOregon will name the apparent successful Proposer in a Notice of Intent to Award published on OregonBuys. Identification of the apparent successful Proposer is procedural only and creates no right of the named Proposer to award of the contract.

2.6 Acceptance of Contractual Requirements: Failure of the selected Proposer to execute a contract and deliver required insurance certificates within ten (10) calendar days after notification of an award may result in cancellation of the award. This time period may be extended at the option of CareOregon.

2.7 Investigation of References: CareOregon reserves the right to investigate all references in addition to those supplied references and investigate past performance of any Proposer with respect to its successful performance of similar services, its compliance with specifications and contractual obligations, its completion or delivery of a project on schedule, its lawful payment of subcontractors and workers, and any other factor relevant to this RFP. CareOregon may postpone the award or the execution of the contract after the announcement of the apparent successful Proposer in order to complete its investigation.

2.8 RFP Proposal Preparation Costs and Other Costs: Proposer costs of developing the Proposal, cost of attendance at an interview (if requested by CareOregon), or any other costs are entirely the responsibility of the Proposer, and will not be reimbursed in any manner by CareOregon.

2.9 Clarification and Clarity: CareOregon reserves the right to seek clarification of each Proposal, or to make an award without further discussion of Proposals received. Therefore, it is important that each Proposal be submitted initially in the most complete, clear, and favorable manner possible.

2.10 Right to Reject Proposals: CareOregon reserves the right to reject any or all Proposals or to withdraw any item from the award, if such rejection or withdrawal would be in CareOregon’s interest, as determined by CareOregon.

Proposals may be rejected in whole or in part if they attempt to limit or modify any of the terms, conditions, or specifications of the RFP or the Sample Contract.

RFP 2022-02 In-Home Support and Companionship Page 2

2.11 Proposal Terms: All Proposals, including any price quotations, will be valid and firm through a period of one hundred and eighty (180) calendar days following the Closing date. CareOregon may require an extension of this firm offer period. Proposers will be required to agree to the longer time frame in order to be further considered in the procurement process.

2.12 Oral Presentations: At CareOregon’s sole option, Proposers may be required to give an oral presentation of their Proposals to CareOregon, a process which would provide an opportunity for the Proposer to clarify or elaborate on the Proposal but will in no material way change Proposer’s original Proposal. Any costs of participating in such presentations will be borne solely by Proposer and will not be reimbursed by CareOregon. Note: Oral presentations are at the discretion of the evaluating committee and may not be conducted; therefore, written Proposals should be complete.

2.13 Review for Responsiveness: Upon receipt of all Proposals, the Procurement Department will determine the responsiveness of all Proposals before submitting them to the evaluation committee. If a Proposal is incomplete or non-responsive in significant part or in whole, it will be rejected and will not be submitted to the evaluation committee.

CareOregon reserves the right to determine if an inadvertent error is solely clerical or is a minor informality which may be waived, and then to determine if an error is grounds for disqualifying a Proposal. The Proposer’s contact person identified on the Proposal will be notified, identifying the reason(s) the Proposal is non-responsive.

2.14 Communication Blackout Period: Except as called for in this RFP, Proposers may not communicate with members of the Evaluation Committee or other CareOregon employees or representatives about the RFP during the procurement process until the apparent successful Proposer is selected. Communication in violation of this restriction may result in rejection of a Proposer.

2.15 Prohibition on Commissions and Subcontractors: CareOregon will contract directly with persons/entities capable of performing the requirements of this RFP. Contractors must be represented directly. Participation by brokers or commissioned agents will not be allowed during the Proposal process. Contractor shall not use subcontractors to perform the Work unless specifically proposed or authorized to do so by CareOregon. Contractor represents that any employees assigned to perform the Work, and any authorized subcontractors performing the Work, are fully qualified to perform the tasks assigned to them, and shall perform the Work in a competent and professional manner. Contractor shall not be permitted to add on any fee or charge for subcontractor Work. Contractor shall provide, if requested, any documents relating to subcontractor’s qualifications to perform required Work.

2.16 Collusion: By responding, the Proposer states that the Proposal is not made in connection with any competing Proposer submitting a separate response to the RFP, and is in all aspects fair and without collusion or fraud. Proposer also certifies that no officer, agent, or employee of CareOregon has a pecuniary interest in this Proposal.

2.17 Evaluation Committee: Proposals will be evaluated by a committee consisting of representatives from CareOregon and potentially external representatives. CareOregon reserves the right to modify the make-up in its sole discretion.

2.18 Nondiscrimination: The successful Proposer agrees that, in performing the Work called for by this RFP and in securing and supplying materials, contractor will not discriminate against or treat differently, any person on the basis of race, color, religious creed, political ideas, sex, age, marital status, sexual orientation, gender identity, veteran status, physical or mental disability, national origin or ancestry, or any other class protected by applicable law.

2.19 Best and Final Offer: CareOregon may request best and final offers from those Proposers determined by CareOregon to be reasonably viable for contract award. However, CareOregon reserves the right to award a contract on the basis of initial Proposal received. Therefore, each Proposal should contain the Proposer’s best terms from a price and technical standpoint. Following evaluation of the best and final offers, CareOregon may select for final contract negotiations/execution the offers that are most advantageous to CareOregon, considering cost and the evaluation criteria in this RFP.

2.20 PROPOSAL CONFIDENTIALITY: Submitted proposals will be treated as confidential and will only be shared internally with applicable staff for this project. Names of awarded proposers will be shared in the Notice of Intent to Award.

RFP 2022-02 In-Home Support and Companionship Page 1

SECTION 3

SCOPE OF WORK

3.1 INTRODUCTION

CareOregon is seeking Proposals from vendors to provide in-home support and companionship for dual-eligible seniors and people living with disabilities.

Please direct all technical/specifications or procurement process questions to the indicated representative referenced in the Notice of Request for Proposals and note the communication restriction outlined in Section 2.14.

3.2 ORGANIZATIONAL BACKGROUND

Founded in 1993, CareOregon is a 501(c)(3) public benefit nonprofit company that draws nearly all its revenue from public programs such as Medicaid (the Oregon Health Plan – “OHP”), Medicare (a Dual Special Needs Medicare Advantage plan “DSNP”) and the State Children’s Health Insurance Program (“SCHIP”). Coordinated care organizations (“CCOs”) are an Oregon innovation that integrates physical, behavioral and oral health care, and treats the whole person.

Through partnerships with our CCOs, we provide integrated managed care services. We partner with Health Share of Oregon to serve the tri-county Portland metro area. We own Jackson Care Connect and Columbia Pacific CCO. In addition to Medicare plans and CareOregon Dental lines of business, Housecall Providers delivers primary, palliative and hospice care to home-bound patients.

Our mission is to inspire and partner to create quality and equity in individual and community health.

Our vision is healthy communities for all individuals, regardless of income or social circumstances.

We focus on the total health of our members, not just traditional health care. In teaming up with members, their families and their communities, we help Oregonians live better lives, prevent illness and respond effectively to health issues.

We care about people We serve Oregonians eligible for the OHP and Medicare Advantage members who have us as their health care option. But that’s not all. We are a managed health care company with an overarching goal: to make world-class, high-quality health care available to all Oregon residents, regardless of income.

We support our neighbors We know that some Oregonians are in need but don’t qualify for OHP benefits. We work to strengthen the health care safety net that these Oregonians rely upon, from local health departments and community clinics to rural and migrant health centers. We partner with policy makers and legislators to improve services and provide access to quality care throughout the state, from urban centers to rural neighborhoods.

We work with first-class providers CareOregon has built a health care delivery system that assures access to physicians and health care professionals who understand special needs and provide quality care regardless of a patient’s financial resources.

We work with policy makers to ensure access We provide OHP enrollees access to health care services in exchange for a per member, per month capitation rate. The Oregon Legislature sets this payment rate. The payments are subject to available state

RFP 2022-02 In-Home Support and Companionship Page 2 funding. CareOregon takes full financial risk for the health care services our members use. CareOregon, formed by safety net health care providers in the state, is a Safety Net Health Plan. Safety Net Health Plans are nonprofits that derive their revenue from public programs.

To put it simply, CareOregon ensures that members have timely access to high quality health care from a broad network of providers, and CareOregon works hard every day to keep people healthy and active in their homes and communities.

Equity, Diversity, and Inclusion:

CareOregon recognizes that to achieve the vision of “Healthy communities for all individuals, regardless of income or social circumstances,” it must intentionally cultivate authentic member engagement, community partnerships, and recruit, retain and develop a staff as diverse as the communities it serves.

CareOregon has embarked on a continuous effort to understand the effects of historical, institutional and structural oppression on the various communities represented within its membership and personnel.

CareOregon strives to internally, and in partnership with other like-minded organizations across sectors, to redress policies, systems and health related environmental issues that affect health care disparities and inequities.

Equity, diversity, and inclusion is a cornerstone of CareOregon’s mission, vision and strategic objectives.

CareOregon’s priority is strengthening our communities by making health care work for everyone by ensuring access to a broader and more diverse network of physical, behavioral, and oral health services that address the individual needs and cultural values of our members and reduces barriers to getting needed care.

It is the intent of CareOregon, through issuance of this RFP, to collaborate with like-minded firms that share the same values and that will take actual steps to embody those values in the services provided to CareOregon and its providers, members and clients.

Project Background:

As a Dual Special Needs Medicare Advantage Plan (DSNP), CareOregon Advantage (COA) serves a population of close to 15,000 people who qualify for both Medicare (aged or disabled) and Medicaid (low income) health insurance programs. This unique population has higher disease burden than the general population and due to low-income status may have higher health risk associated with Social Determinants of Health (SDOH).

Many of our members live in social isolation, have low health literacy, struggle with transportation, and may be burdened with behavioral health or cognitive conditions that make it more difficult for them to access their plan benefits and receive appropriate medical care. We desire the ability to offer a supplemental benefit that provides in-home support and companionship for our members who choose to use the service.

COA operates in three regions (six counties) in the State of Oregon: Portland Metro (Washington, Clackamas and Multnomah counties); Southern Oregon (Jackson County); and the North Coast (Tillamook and Columbia counties). Vendor would need to be able to provide equal access to the benefit in all three regions.

3.3 SCOPE OF WORK

3.3.1 Scope:

Contractor will provide in-home support and companionship for dual-eligible seniors and people living with disabilities. Service to be offered in all six counties in CareOregon Advantage’s geographic region.

RFP 2022-02 In-Home Support and Companionship Page 3

Home visitors are to be appropriately vetted and trained to provide companionship and assistance in the member homes. A connection with a companion and a series of home visits can provide:

• Transportation to doctor visits, grocery store, friends, relatives, and other activities.

• Home Safety including nutrition assistance, helping schedule repairs, removing obstacles, and providing safety advice.

• Community Connection including religious services, museum/event visits, errands, etc.

• Virtual help with accessing internet, virtual doctor visits, virtual family chats, scheduling deliveries, and activating new equipment or apps.

• Reminders including appointments, oral and eye exams, visitors, repair/installation personnel, and other pre-scheduled activities.

• Assistance with light housekeeping, meal prep, technology, house chores, light gardening or other home activities.

• Social connections through playing games, gardening, taking walks, etc.

• Group activities such as visiting senior centers, music/art/pet therapy, attending classes, etc.

Each eligible member is to receive a set number of hours for their use on a monthly or annual basis.

Services are scheduled through a telephone-based intake and scheduling team, a mobile app, a web portal, directly with companions once relationships are established, or some combination of any/all these methods.

Contractor will regularly assess/measure loneliness perceptions and number of unhealthy days as reported by members participating in the program and demonstrate improvement in both measures.

Contractor will customize messaging by companions to emphasize particular health-related goals COA is focused on such as annual wellness visits, disease-state care, preventive health screenings, etc.

Contractor will have a focus on health equity and companions will assess for health disparities due to populations a member may identify with and will be trained in assessing Social Determinants of Health and assisting in reducing barriers to health and health care.

Companions will refer members into COA Care Coordination program as needed to help with other needed services for member as identified during home visits. COA and contractor will conduct monthly business review meetings and discuss priorities, improvements, member-specific concerns, etc.

3.3.2 Project Schedule:

• May 1, 2022 – Anticipated contract award issued;

• May – June 2022 – Contract negotiations and implementation planning;

• July – August 2022 – data requirements, file requirements and transfers tested, SFTP testing complete;

• July – August 2022 – implementation team formed, member-facing materials designed, implementation calendar completed;

• September – December 2022 – implementation completed, materials created and distributed, IS requirements finalized and testing complete, 1/1/2023 Readiness checklist complete; and

• January 1, 2023 – Go Live

3.3.3 Term of Contract: The term of the contract shall be from the effective date through December 31, 2023, with the option for two (2) additional one (1) year renewals thereafter subject to the mutual agreement of the parties.

RFP 2022-02 In-Home Support and Companionship Page 4

3.3.4 Sample Contract: Submission of a Proposal in response to this RFP indicates Proposer’s willingness to enter into a contract containing substantially the same terms (including insurance requirements) of the sample contract identified below. No action or response to the sample contract is required under this RFP. Any objections to the sample contract terms should be raised in accordance with Paragraphs 2.2 of this RFP pertaining to requests for clarification of the RFP/specifications. This RFP and all supplemental information in response to this RFP will be a binding part of the final contract.

The applicable Sample Personal Services Contract for this RFP can be found at https://careoregon.org/contact-us/vendor-resources.

Personal Services Contract (unless checked, item does not apply) The following paragraphs of the Professional Services Contract will be applicable:

Article I, Paragraph 5 – Travel and Other Expense is Authorized Article II, Paragraph 27 – Confidentiality Article II, Paragraph 29 – Protection of Patient Privacy and Security Article II, Paragraph 30 – Criminal Background Check Requirements Article II, Paragraph 31 – Key Persons Article II, Paragraph 32 – On-Call Contract Basis Article II, Paragraph 33 – CareOregon Data Security Requirements

The following insurance requirements will be applicable:

Insurance: We typically ask for Workers’ Compensation, Professional Liability ($1/$2M), General Liability ($1/$2M), Automobile ($1M), If need special insurance, please indicate:

Abuse & Molestation Pollution Liability Technology Errors and Omissions Cyber Liability Medical Professional Liability ($1/$3M) Other:__________________________________________ https://careoregon.org/contact-us/vendor-resources

RFP 2022-02 In-Home Support and Companionship Page 5

SECTION 4

EVALUATION PROCEDURE

4.1 An evaluation committee will review all Proposals that are initially deemed responsive, and they shall rank the Proposals in accordance with the below criteria. The evaluation committee may recommend an award based solely on the written responses or may request Proposal interviews/presentations.

Interviews/presentations, if deemed beneficial by the evaluation committee, will consist of the highest scoring Proposers. The invited Proposers will be notified of the time, place, and format of the interview/presentation. Based on the interview/presentation, the evaluation committee may revise their scoring.

Written Proposals must be complete, and no additions, deletions, or substitutions will be permitted during the interview/presentation (if any). If interviews are scheduled, they will have a separate scoring methodology and a total point value associated with them. The evaluation committee will recommend award of a contract to the final CareOregon decision maker based on the highest scoring Proposal. The CareOregon decision maker reserves the right to accept the recommendation, award to a different Proposer, or reject all Proposals and cancel the RFP.

Proposers are not permitted to directly communicate with any member of the evaluation committee during the evaluation process. All communication must be facilitated through the assigned Procurement Analyst.

4.2 Evaluation Criteria

Category Points available:

Proposer’s General Background and Qualifications 0-20 Scope of Work 0-45 Equity, Diversity, and Inclusion Efforts 0-15 Fees 0-20 Interview (if scheduled) 0-15

Available points 0-115

4.3 Once a selection has been made, CareOregon will enter into contract negotiations. During negotiation, CareOregon may require any additional information it deems necessary to clarify the approach and understanding of the requested services. Any changes agreed upon during contract negotiations will become part of the final contract. The negotiations will identify a level of Work and associated fee that best represents the efforts required. If CareOregon is unable to come to terms with the highest scoring Proposer, discussions shall be terminated, and negotiations will begin with the next highest scoring Proposer. If the resulting contract contemplates multiple phases and CareOregon deems it is in its interest to not authorize any particular phase, it reserves the right to return to this solicitation and commence negotiations with the next highest ranked Proposer to complete the remaining phases.

RFP 2022-02 In-Home Support and Companionship Page 6

SECTION 5

PROPOSAL CONTENTS

5.1 Vendors must adhere to submission instructions and be advised as follows:

5.1.1 Complete Proposals must be emailed to Procurement@careoregon.org. The subject line of the email must identify the RFP title. Proposers are encouraged to contact Procurement to confirm receipt of the Proposal.

5.1.2 CareOregon reserves the right to solicit additional information or Proposal clarification from the vendors, or any one vendor, should CareOregon deem such information necessary.

5.1.3 Proposals should not exceed 20 pages and additional appendices may be included for reference.

Provide the following information in the order in which it appears below:

5.2 Proposer’s General Background and Qualifications (max 20 points):

1. Description of the firm.

2. Credentials/experience of key individuals that would be assigned to this project.

3. Description of providing similar services to non-profit entities of similar size within the past five (5) years.

4. Describe your typical customer profile, such as size and service provided. What are your customer retention rates?

5. Description of the firm’s ability to meet the requirements in Section 3.

6. Is your firm currently or potentially engaged in litigation?

7. Provide information demonstrating that your firm is financially stable.

8. Is there any issues or concerns in social media about your firm?

5.3 Scope of Work (max 45 points)

1. Describe your experience working with a dual-eligible population. What are the unique characteristics of this population that you address?

2. Describe your complete process for recruiting, vetting, hiring, and training your in-home companions.

3. Describe the methods/tools members may use to schedule visits.

4. Describe your after-hours support for members who need assistance.

5. Describe your process for matching companions with members.

6. Describe what happens if members choose to change companions.

7. Describe how your companions integrate with the health plan’s care teams to coordinate care needs.

8. Please describe any additional programs you offer that help with Stars/HEDIS/CAHPS performance and coordination with health plan’s care coordination/case management teams.

9. Describe the data needs to implement your program – types of files, frequency of submission, method of transmission.

10. Describe the monthly business review process and reports we will be provided.

11. What service guarantees will you provide in the contract?

12. What is the process for escalation of member complaints/concerns?

13. What does a typical implementation and launch timeline, team, and project plan look like for you?

14. Please provide 2-3 references for similar types of health plans (DSNP MA plans) you do business with.

15. Please describe guarantees you can offer for average speed of answer for telephone support/scheduling.

16. Please describe your business continuity plan in the event of natural disaster that affects our members and/or your business operations centers.

17. Please describe your ability to provide adequate companion staffing in the more rural communities within the counties we serve.

mailto:Procurement@careoregon.org

RFP 2022-02 In-Home Support and Companionship Page 7

18. Please describe the marketing support you provide for the program – what printed materials do you provide and how often are they distributed; do you do telephone outreach; all materials must be co-branded with COA plan information, what is your process for producing/editing/approving marketing materials?

5.4 Equity, Diversity and Inclusion Efforts (max 15 points)

1. Describe your firm’s equity, diversity and inclusion values, policies, efforts, and successes. Include specific details of efforts and how they have shaped the composition and spirit of your firm.

2. Supplier diversity is the intentional inclusion of historically underutilized businesses in a firm’s supply base to achieve innovation, cost reduction, and building economic growth in our communities. If you plan to use subcontractors or other third-party services for the services proposed to CareOregon, describe your supplier diversity program.

3. Outline the specific elements of your proposed services that will support and advance CareOregon’s equity, diversity, and inclusion mission.

5.5 Fees (max 20 points)

Fees should be on a time and material with a not to exceed fee basis. Fees should be sufficiently descriptive to facilitate acceptance of a Proposal. List the not-to-exceed amount you propose for the service. Fees and fee schedules should outline all estimated expenses, hourly rates for all assigned individuals, anticipated travel, and other reimbursable expenses.

5.6 References

Provide at least three (3) references from clients your firm has served similar to CareOregon in the past three (3) years, including one client that has newly engaged the firm in the past thirty-six (36) months and one (1) long-term client. Provide the name, address, email, and phone number of the references.

Please note the required three references may not be from CareOregon staff, but additional references may be supplied. Points awarded for this criteria are based on both the providing of references as well as information gleaned from the provided contacts. Evaluation Committee members may contact references at their sole discretion.

5.7 Completed Proposal Certification (see the below form)

RFP 2022-02 In-Home Support and Companionship Page 8

PROPOSAL CERTIFICATION

RFP #2022-02

Submitted by:

(Must be entity’s full legal name, and State of Formation)

Each Proposer must read, complete and submit a copy of this Proposal Certification with their Proposal. Failure to do so may result in rejection of the Proposal. By signature on this Proposal Certification, the undersigned certifies that they are authorized to act on behalf of the Proposer and that under penalty of perjury, the undersigned will comply with the following:

SECTION I. NONDISCRIMINATION: That the Proposer has not and will not discriminate in its employment practices with regard to race, color, creed, age, religious affiliation, sex, marital status, disability, sexual orientation, gender identity, national origin, veteran status, or any other protected class. Nor has Proposer or will Proposer discriminate against a subcontractor in the awarding of a subcontract because the subcontractor is a disadvantaged business enterprise, a minority-owned business, a woman-owned business, a business that a service-disabled veteran owns or an emerging small business that is certified under ORS 200.055.

SECTION II. CONFLICT OF INTEREST: The undersigned hereby certifies that no officer, agent or employee of CareOregon is personally interested, directly or indirectly, in any resulting contract from this RFP, or the compensation to be paid under such contract, and that no representation, statements (oral or in writing), of the CareOregon, its officers, agents, or employees had induced Proposer to submit this Proposal. In addition, the undersigned hereby certifies that this proposal is made without connection with any person, firm, or corporation submitting a proposal for the same material, and is in all respects fair and without collusion or fraud.

SECTION III. COMPLIANCE WITH SOLICITATION: The undersigned further agrees and certifies that they:

1. Have read, understand and agree to be bound by and comply with all requirements, instructions, specifications, terms and conditions of the RFP (including any attachments);

2. Are an authorized representative of the Proposer, that the information provided is true and accurate, and that providing incorrect or incomplete information may be cause for rejection of the Proposal or contract termination; and

3. Will furnish the designated item(s) and/or service(s) in accordance with the RFP and Proposal.

Name:_______________________________________ Date:______________________________________

Signature:____________________________________ Title:______________________________________

Email:_______________________________________ Phone:_____________________________________

Oregon Business Registry Number:________________ OR CCB # (if applicable):________________________

Business Designation (check one):

Corporation Partnership Sole Proprietorship Non-Profit Limited Liability Company

Minority (MBE), Women (WBE), Service-Disabled Veteran (SDV), and Emerging Small Business (ESB):

Certified by the State of Oregon (provide certification number as applicable):

MBE WBE SDV ESB

Self-identified (check as applicable):

MBE WBE SDV ESB

Publish Date: March 1, 2022
CareOregon, Inc. (“CareOregon”) is inviting submission of proposals for the in-home support and companionship project
Closing Date/Time: March 31, 2022 - 2:00 PM, Pacific Time
Contact Information: The sole point of contact for procurement process or technical questions is:
Kim Randall, Procurement and Contract Manager; randallk@careoregon.org
503-416-4760
Deadline to Submit Clarifying Questions....................................... March 23, 2022, 5:00 PM, Pacific Time
Request for Proposals Closing Date and Time (“Closing”)........... March 31, 2022, 2:00 PM, Pacific Time
Anticipated Contract Start Date……..............................................May 2022
Category Points available: Proposer’s General Background and Qualifications 0-20
Submitted by:
Name:
Date:
Title:
Email:
Phone:
Oregon Business Registry Number:
OR CCB if applicable:
Business Designation check one: Off
Corporation: Off
Partnership: Off
Sole Proprietorship: Off
NonProfit: Off
MBE: Off
WBE: Off
SDV: Off
ESB: Off
MBE_2: Off
WBE_2: Off
SDV_2: Off
ESB_2: Off

File details come from the government source that posted it. Updated .