RFP 2022-27 Care Coordination Software Platform.pdf

RFP 2022-27 Care Coordination Software Platform Page 1

REQUEST FOR PROPOSALS #2022-27

Care Coordination Software Platform

Publish Date: December 8, 2022

CareOregon, Inc. (“CareOregon”) is inviting submission of proposals for the Care Coordination Software Platform project.

Closing Date/Time: December 29, 2022 - 2:00 PM, Pacific Time

Project Summary: Acquisition of a new care coordination software platform that will provide comprehensive care coordination functionality, reporting, analytical functionality, and member engagement functionality.

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

George Marlton, Procurement Director; marltong@careoregon.org;

503-416-4706.

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 and question forms 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…….............................................December 8, 2022

Deadline to Submit Clarifying Questions..................................December 19, 2022, 5:00 PM, Pacific Time

Request for Proposals Closing Date and Time (“Closing”)......December 29, 2022, 2:00 PM, Pacific Time

Invited Proposer Demo Presentations……..................................January 17-19, 2023*

Anticipated Contract Start Date…….........................................February 2023

*CareOregon will provide 6-8 hours for invited firms to present their proposal and proposed team.

Proposers will be slotted to a day based on their availability. The full team identified to support CareOregon should participate in the demonstration and in subsequent executive and functional interviews, to be scheduled after the demonstrations. Demonstrations will be recorded.

mailto:marltong@careoregon.org https://oregonbuys.gov/bso/ mailto:Procurement@careoregon.org

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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 until the deadline 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). The Certification page must be signed as well. 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. 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.

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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.

Proposer scores and evaluation notes shall remain private and confidential information for CareOregon purposes only.

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SECTION 3

SCOPE OF WORK

3.1 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 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 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.

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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.

3.2 BACKGROUND

CareOregon has had a SaaS care coordination vendor since 2018 and since this time Care Oregon’s business model and population has grown immensely. Seeing many internal changes to departments but evolving needs and requirements of a care coordination system. The current system struggles to meet the needs of this growth.

CareOregon’s original implementation of its current tool was for care management aspects however other departments and stakeholders within the business now have been identified as having business need in a future care management/referral tool. The current number of critical or “super users” of the system is approximately ~150 meanwhile users total of the current system is around 440.

As CareOregon looks to modernize its population health approach to care coordination, the organization aims to select a vendor that can provide a system to support their critical Care Coordination needs. The ideal vendor will provide a solution that eliminates current process duplication, staff inefficiencies, integration challenges, and lack of data transparency and alignment.

CareOregon expects that the new platform to be proven solution with comprehensive Care Coordination functionality, Reporting and Analytical functionality, and Member Engagement functionality. In this RFP, CareOregon is seeking vendors who can provide a core Care Coordination system that delivers the critical capabilities. In addition to core needs CareOregon also seeks functionality that will differentiate itself in the marketplace and support its goal to maximize cost savings and improve health outcomes for its members.

A. Primary Business Applications: Current Systems and needed integration points for future Care Coordination system

Current Capability System Name for required integration Core Utilization Management & Member Experience QNXT Readmission Monitoring Cotiviti Medication Adherence Optum

RFP 2022-27 Care Coordination Software Platform Page 6

Member Portal, Provider Portal Health Trio Health and Wellness Promotion Healthwise CareAlerts Collective Medical/Point Click Care

B. Key data sets in EDW for possible integration

ACG Results CCO Pharmacy Claims EAM Transactions

Member Immunizations Pharmacy Claims

Authorizations Chart Review Claims ED Visit data mart Member Last Claims

Pharmacy Prior Auths

Call Tracking Claim Attributes Finance Claims Member Month All Provider Attributes Care Management Assessment Claim EOB

Immunization / Alert

Member PCP Assignment

Provider Global -

NPPES

Care Management Intake / Referrals Claim Remit Inpatient Claims

Member Pharmacy Codes QNXT Claim Edits

Care Management Member Profile

Clinic Assignment Counts Lab Claims Member Plan All

QNXT Claim Header

Care Management Programs

CMS Encounter Diagnosis

Member Aggregate Monthly Fact NEMT Claims QNXT Claim Line

Care Plan Progress Notes

CMS Monthly Membership Report (MMR) Member Census OHA Provider List QNXT Enrollment

Care Plans COB External Enrollments Member Codes Outpatient Visits

QNXT Member Attributes

CCO Claims EAM Letters Member Conditions PH Tech Claims Referral Attributes

CCO Enrollment EAM Transaction Reply / TRR Member Events

Pharmacy 711 encounters

VBP: Capitation Payments - IPA

C. Business Context Diagram for EDW

RFP 2022-27 Care Coordination Software Platform Page 7

3.3. SCOPE OF WORK

3.3.1. Scope

The purpose of this strategic RFP is to invite prospective Proposers to submit a proposal to provide a Care Coordination solution including capabilities that reach across Population Health. These capabilities will be utilized by several different groups at CareOregon. CareOregon is seeking a SaaS solution that meet or exceed the requirements outlined in this RFP as well as the following: 1) all data must at all times be stored/archived in the continental United States; 2) must have backup data centers in separate geographic areas in the event of an outage or natural disaster; 3) securely protect all data (includes protected health information) using best in class infrastructure and proactively mitigate any and all security risks; and 4) meet or exceed the CareOregon Data Security Requirements and terms and Conditions for Cloud Services incorporated by reference at: https://www.careoregon.org/contact-us/vendor-resources.

Core Capabilities Detailed Capabilities Care Management Capabilities Care Management (CM)

Disease Management (DM) HEDIS/Quality Improvement Behavioral Health Member Incentives Gaps-in-care prevention Readmission monitoring Medication Adherence Care path enablement, care coordination and documentation Telehealth Home Health Monitoring

Analytics and Reporting Identification, Stratification and Segmentation Care Gap Analysis Risk Adjustment Analytics Cost and Utilization Analytics Automated Attribution Analysis Network and Profiling Analytics Dashboards and Visualization Tools

Consumer Engagement Member/Patient Portal Provider Portal Health and Wellness Promotion Care Alerts/Reminders Omni Channel/Multimodal Communication and Outreach

3.3.2. Work Schedule

The table outlines target timelines for this project. It is important for Proposers to highlight their ability to meet these timelines or to propose alternatives based on their recommendations.

Date Description February-March, 2023 Contract Execution April, 2023 Implementation April, 2024* System Go-Live (full operational use)

* Would prefer by December 2023 but looking for proposers to provide realistic timeline.

3.2.1 Term of Contract

The initial term of the contract shall be for five (5) years, with the option of annual or multi-year renewals thereafter subject to the mutual agreement of the parties. CareOregon will reserve the right to terminate for convenience during the initial five-year term and for any renewal thereafter.

https://www.careoregon.org/contact-us/vendor-resources

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3.2.2 Sample Contract

It is understood that most software purchases will be completed using the Proposer specific contract template. For this project, CareOregon is open to using the selected Proposer contract, however, the attached Contract Addendum (attached as Exhibit G) shall be required to be executed that will specifically supersede several typical clauses contained in the Proposer’s software agreements. Most of the clauses are required and will not be negotiated so it is important for interested Proposers to carefully read the Contract Addendum and understand that it will be executed along with the resulting Proposer contract.

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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). 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:

Phase1 RFP Written Response/Capability Scoring 30% Equity, Diversity, and Inclusion Efforts 10% General Pricing Analysis Included with detailed

Phase 2 Demo & Use Case Scores 30% Detailed Pricing analysis 10% Due Diligence: Strategic Fit/Risk 15% References 5% Total Percentage 100%

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.

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SECTION 5

PROPOSAL CONTENTS

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

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.

2. CareOregon reserves the right to solicit additional information or Proposal clarification from the Proposers, or any one Proposer, should CareOregon deem such information necessary.

3. Proposal may not exceed a total of 10 pages (single-sided), not including the required inclusive of all exhibits, attachments or other information.

4. Proposers are required to structure Proposals, following the below question outline, in a PDF document. It is important for answers to be clear and concise.

5.2 Proposer’s General Background and Qualifications

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. Description of what distinguishes the firm from other firms performing a similar service.

7. Describe if your firm is currently or potentially engaged in litigation.

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

9. Identify any issues or concerns in social media about your firm.

10. Please describe any organizational changes (mergers, acquisitions, divestitures) that have recently occurred or are planned in the future.

5.3 Scope of Work

Care Coordination Resource Availability

1. Please describe your experience supporting Care Coordination solutions for organizations like CareOregon

2. How many Care Coordination system implementations/installations have you done in total?

Describe (ex. 4 installed in client site, 4 hosted by Proposer). List the capabilities delivered (i.e., Assessment/Identification, Disease Management, etc.)

3. How many Care Coordination system implementations / installations have you done for licensees of similar size organizations to CareOregon? As noted above identify the numbers of each type of installation and list the capabilities delivered.

4. How many of your Care Coordination system implementations / installations are currently in the implementation phase? Please list the anticipated delivery dates for each

5. Are there any security breaches experienced by your solution in the past 3 years? If so, what was the nature of the breach and how are you mitigating for such risks in the future?

Software Product Overview Information

1. Provide release details on your product. When is your next version release? Please indicate whether your product is offered as an on premise, SaaS, ASP, or hosted model?

2. Please indicate whether your product is offered as an on premise, SaaS, ASP, or hosted model?

3. Is the product comprehensive or modular? Provide details.

4. Do you include other vendors’ products within your solution? Please describe.

5. Please provide a list of the out of the box integrations that you offer (e.g., EHR, enrollment systems, etc.)

mailto:Procurement@careoregon.org

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6. Describe your issue response SLAs, along with your issue response and escalation processes.

What is expected of CareOregon in the issue response process?

5.4 Equity, Diversity, and Inclusion Efforts

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 Exhibits and Required Documents - Instructions for Exhibit Documents In addition to the required Proposal detailed above, and to ease and standardize the response efforts of the Proposer, CareOregon has provided additional Exhibits that must be completed when responding to this RFP. Detailed instructions are located in each exhibit for completion.

The Table below details the Exhibits the Proposer is required to complete and return.

Document Name Description Exhibit A Question Template • Document to capture and record Proposer’s open questions about the RFP that will be responded to by CareOregon Exhibit B Pricing Workbook • Total Cost of Ownership over 5 years with expected annual cost increases within a provided Excel format

• High level pricing for your care management solution

• Describe any discount models, tiers, etc.

Exhibit C Business Requirements Response Workbook

• Detailed business requirements requiring responses from the Proposer within a provided Excel format

Exhibit D Technical/ Nonfunctional Response Workbook

• Detailed IT/non-functional requirements requiring responses from the Proposer within a provided Word format

Exhibit E References • Please provide 3 detailed payer industry references in a provided Excel format

Exhibit F Proposal Certification • Proposer must complete and sign Exhibit G Contract Addendum • Required contract terms

Business Requirements & Detailed Instructions for Completion Please provide responses to Business categories in Exhibit C Workbook. Requirements are categorized into Business categories. Please note that each of the areas has a separate tab in the Requirements Workbook (MS Excel spreadsheet). Proposer must utilize the MS Excel template distributed electronically.

• The Proposer should explicitly identify any requirement that is met by functionality outside of the core package and indicate whether there are other software products that can integrate with the Proposer’s software to meet a given requirement. Proposer should explicitly identify such software and name the other vendor. Proposer should describe its experience with integrating this software into an overall solution and should indicate any additional costs for licensing and services.

• Proposer are cautioned that proposals which are tailored specifically to this RFP and CareOregon’s objectives and requirements will be given considerably more weight than responses of a general or promotional nature.

• Proposer are requested to be specific in their responses to each of the questions where a process is requested rather than indicate their willingness to work with CareOregon to establish a process.

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• While it is required that the Proposer comply with the MS Excel contained in the questions, it is not required that Proposer’s responses and proposals be contained solely within the columns and cells provided. Proposer is invited to attach additional documents to its proposal as it sees fit using appendices recognizing that CareOregon will be placing primary emphasis on the responses in the MS Excel.

• Responses in the MS Excel, which consist only of cross-references to attached documents, are not acceptable.

All information in Proposer’s written proposal, including additional documents provided in the format of attachments, must be part of the Proposer’s electronic response.

Please use the following definitions when responding:

Response Options – Definition

Yes Requirement will be met. This application requirement is met by proposed software that is installed and operational at other sites and can be demonstrated to CareOregon.

No Requirement will not be provided.

Customization I (General)

The requirement doesn't exist in the proposed system's current functionality set but can be added as an enhancement through custom coding or extensive configuration. If a functional requirement is answered 'Y', you may be asked to demonstrate that capability.

Note: In the Comments column next to this response, you must describe the estimated level of complexity to meet this requirement based on your estimated level of effort.

Customization II (Incurring Additional Costs)

Requirement will be met by customizing existing software for an additional cost to CareOregon.

Supplied by Third Party

Requirement will be met by 3rd party software package and is included in this proposal.

Note: In the Comments column, indicate the name of the proposed 3rd party software package and indicate the interface/integration services being proposed.

Future / Under Development

Requirement will be met by the solution that is currently under development, in Beta test, or not yet released. Note: In the Comments column next to this response, indicate the date when requirement will be available for implementation.

Technical/Non-Functional Workbook Instructions Please provide responses to Technical & Non- Functional categories in Exhibit D Workbook.

Requirements are categorized into Technical and Non-Functional categories. Written Responses per Technical and Non-Functional requirement are requested of Proposers. Brevity in responses is expected.

Please provide charts and graphics when appropriate.