RFP 5969-0 final~1.pdf

STATE OF OREGON

COVER PAGE

The Oregon Health Authority, Center for Prevention and Health Promotion Is issuing this Request for Proposals (RFP):

RFP 5969: ALCOHOL/OVERDOSE STRATEGIC PREVENTION

FRAMEWORK-PARTNERSHIPS FOR SUCCESS

(OregonBuys # S-44300-00010622)

Date of Issue: August 1, 2024 Opening Date and Time (Proposal Due Date):

September 5, 2024 at 3:00 PM (Pacific Time)

Single Point of Contact (SPC): John F. Gardner

Address: 800 NE Oregon Street, Suite 640

City, State, Zip Portland, OR 97232

Phone (voice) 503-509-5698

E-mail: john.f.gardner@odhsoha.oregon.gov

OregonBuys Electronic Response. Per RFP Sections 3.2.3 and 4.5 below, Proposer must submit its Proposal electronically through OregonBuys. Proposer should follow the procedures outlined on this page for electronic submission:

How to electronically respond to a Bid in OregonBuys.

Note: The Public Opening described in Section 4.8, to provide the name of each Proposer, will be completed by posting an Amendment to OregonBuys Bid Number S-44300-00010622.

You can get this document in other languages, large print, braille, or a format you prefer free of mailto:john.f.gardner@odhsoha.oregon.gov https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

RFP 5969: Alcohol / Overdose Strategic Prevention Framework – Partnerships for Success (OregonBuys # S-44300-00010622)

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The State of Oregon promotes equal opportunity for all individuals without regard to age, color, disability, marital status, national origin, race, religion or creed, sex or gender, sexual orientation, or veteran status.

TABLE OF CONTENTS

SECTION 1: GENERAL INFORMATION

1.1 INTRODUCTION

1.2 SCHEDULE

1.3 SINGLE POINT OF CONTACT (SPC)

SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE

2.1 AUTHORITY AND METHOD

2.2 DEFINITION OF TERMS

2.3 OVERVIEW AND PURPOSE

2.4 SCOPE OF WORK

SECTION 3: PROCUREMENT REQUIREMENTS

3.1 MINIMUM SUBMISSION REQUIREMENTS

3.2 PROPOSAL REQUIREMENTS

SECTION 4: SOLICITATION PROCESS

4.1 PUBLIC NOTICE

4.2 QUESTIONS / REQUESTS FOR CLARIFICATIONS

4.3 SOLICITATION PROTESTS

4.4 PROPOSAL DELIVERY OPTIONS

4.5 PROPOSAL MODIFICATION OR WITHDRAWAL

4.6 PROPOSAL DUE

4.7 PUBLIC OPENING

4.8 PROPOSAL REJECTION

4.9 EVALUATION PROCESS

4.10 POINT AND SCORE CALCULATIONS

SECTION 5: AWARD AND NEGOTIATION

5.1 AWARD NOTIFICATION PROCESS

5.2 INTENT TO AWARD PROTEST

5.3 APPARENT SUCCESSFUL PROPOSER SUBMISSION REQUIREMENTS

5.4 CONTRACT NEGOTIATION

SECTION 6: ADDITIONAL INFORMATION

6.1 COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION

6.2 CERTIFIED FIRM PARTICIPATION

6.3 GOVERNING LAWS AND REGULATIONS

6.4 OWNERSHIP/PERMISSION TO USE MATERIALS

6.5 CANCELLATION OF RFP; REJECTION OF PROPOSAL; NO DAMAGES

6.6 COST OF SUBMITTING A PROPOSAL

6.7 STATEWIDE E-WASTE/RECOVERY PROCEDURE

6.8 RECYCLABLE PRODUCTS

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LIST OF ATTACHMENTS

The following are posted in the Attachments for OregonBuys #S-44300-00010622:

ATTACHMENT A - SAMPLE CONTRACT/PRICE AGREEMENT

ATTACHMENT B -DISCLOSURE EXEMPTION AFFIDAVIT

ATTACHMENT C - PROPOSER INFORMATION AND CERTIFICATION SHEET

ATTACHMENT C-1 – TECHNICAL PROPOSAL FORM

ATTACHMENT D - PRICE PROPOSAL FORM

ATTACHMENT E - COBID CERTIFICATION / OUTREACH PLAN

ATTACHMENT F - RESPONSIBILITY INQUIRY

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SECTION 1: GENERAL INFORMATION

1.1 INTRODUCTION

The State of Oregon, acting by and through the Oregon Health Authority, Public Health Division, (“OHA”), is issuing this Request for Proposals to obtain services from organizations (Contractors) to create and implement Alcohol/Overdose Strategic Prevention Framework-Partnerships for Success (SPF-PFS) as described below.

Summary

The OHA Center for Prevention and Health Promotion (CP&HP), Health Promotion and Chronic Disease Prevention (HPCDP) Section, and the Injury and Violence Prevention Program (IVPP), are seeking multiple organizations to collaborate with CP&HP to provide services to advance Oregon’s long-term vision of a comprehensive, coordinated statewide substance use and behavioral health system that ensures effective policies, practices, and investments across the continuum of prevention, treatment and recovery; prioritizes Equity, and promotes healthy and thriving individuals, families, and communities.

Oregon’s Alcohol/Overdose Strategic Prevention Framework - Partnerships for Success (SFP-PFS) initiative supports local, community led coalition building efforts to prevent and reduce substance use among Priority Populations disproportionately impacted by the social and economic harms of alcohol and overdose in Oregon. Successful Proposers receiving Contract awards from this RFP shall work with OHA to strengthen statewide capacity to identify and address excessive alcohol use and overdose as a polysubstance use crisis impacting communities throughout Oregon.

More information about alcohol, overdose and substance use prevention efforts in Oregon can be found at https://www.oregon.gov/oha/PH/PREVENTIONWELLNESS/SUBSTANCEUSE/Pages/index.aspx

The funding for the Contracts awarded from this RFP is provided by a federal grant to OHA by the Substance Abuse and Mental Health Services Administration (SAMHSA), Strategic Prevention Framework-Partnerships for Success (SPF-PFS) grant program. The purpose of SAMHSA’s SPF-PFS grant program is to prevent the onset and progression of substance misuse and its related problems by supporting the development and delivery of state and community substance misuse prevention and mental health promotion services.

The SPF-PFS program is guided by the Strategic Prevention Framework (SPF), a community engagement model grounded in public and behavioral health principles, including being data-driven, and focused on providing evidence-based and community informed services to high-risk Underserved Communities. For more information see https://www.samhsa.gov/grants/grant-announcements/sp- 22-004.

Additional details on the Scope of Work are included in the Section 2.4 of this RFP.

OHA anticipates multiple Contract awards from this RFP, with an anticipated $4 million total available funding through the grant award ($1 million annually). The initial term of the Contracts is anticipated to be 1 year with options to renew up to a maximum of 4 years.

https://www.oregon.gov/oha/PH/PREVENTIONWELLNESS/SUBSTANCEUSE/Pages/index.aspx https://www.samhsa.gov/grants/grant-announcements/sp-22-004

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1.2 SCHEDULE

The table below represents a tentative schedule of events. All times are listed in Pacific Time. All dates listed are subject to change. N/A denotes that event is not applicable to this RFP.

Event Date Time

Questions / Requests for Clarification Due August 8, 2025 5:00 PM

Answers to Questions / Requests for Clarification Issued (approx.)

August 12, 2024

RFP Protest Period Ends 7 calendar days prior to RFP Opening

Opening (Proposal Due) See RFP cover page

Opening of Proposal September 5, 2024 3:00 PM

Issuance of Notice of Intent to Award (approx.) September 25, 2024

Award Protest Period Ends 7 calendar days after Notice of Intent to Award

1.3 SINGLE POINT OF CONTACT (SPC)

The SPC for this RFP is identified on the Cover Page, along with the SPC’s contact information.

Proposer shall direct all communications related to any provision of the RFP only to the SPC, whether about the technical requirements of the RFP, contractual requirements, the RFP process, or any other provision.

SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE

2.1 AUTHORITY AND METHOD

OHA is issuing this RFP pursuant to its authority under ORS 413.033

OHA is using the Competitive Sealed Proposal method, pursuant to ORS 279B.060 and OAR 137- 247-0260. OHA may use a combination of the methods for Competitive Sealed Proposals, including optional procedures: a) Competitive Range; b) Discussions and Revised Proposals; c) Revised Rounds of Negotiations; d) Negotiations; e) Best and Final Offers; and f) Multistep Sealed Proposals.

2.2 DEFINITION OF TERMS

For the purposes of this RFP, capitalized words are defined in OAR 137-046-0110 or as defined below.

Terminology specific to the OregonBuys system may be found at https://www.oregon.gov/das/orbuys/pages/supplierresources.aspx .

For purposes of this RFP and the resulting Contract, the terms below shall have the following meanings:

• CSAP Strategies refers to the U.S. Substance Use Mental Health Services Administration’s (SAMHSA) Center for Substance Abuse Prevention’s (CSAP) six prevention categories which include information dissemination, education, problem identification and referral, alternative social settings, environmental and policy strategies, and community-based https://www.oregon.gov/das/orbuys/pages/supplierresources.aspx

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• Contract means the Contract(s) awarded as a result of this RFP.

• Contractor(s) means the Proposer or Proposers selected through this RFP with whom OHA enters into one or more Contracts to perform the Work.

• Community Health Needs Assessment (CHNA) refers to a state, tribal, local, or territorial health assessment that identifies key substance use prevention needs and issues through systematic, comprehensive data collection and analysis.

• Community Health Improvement Plan (CHIP) means the utilization of the results of Community Health Needs Assessment activities to develop a plan to improve a community’s health.

• Designated service area means the geographic service area for which Proposer proposes to perform the Work described in Section 2.4 Scope of Work. The geographic service area can be a county, a cluster of counties, or other geographic area as long as that geographic area’s population does not make up more than half the state’s population.

• Equity means the consistent and systematic fair, just, and impartial treatment of all individuals, including individuals who belong to underserved communities that have been denied such treatment, such as Black, Latino, and Indigenous and Native American persons, Asian Americans and Pacific Islanders and other persons of color; members of religious minorities; lesbian, gay, bisexual, transgender, and queer (LGBTQ+) persons; persons with disabilities; persons who live in rural areas; and persons otherwise adversely affected by persistent poverty or inequality. (Source: Exec. Order No. 13985, 86 FR 7009 (2021))

• Key Personnel or Key Persons means the person or persons on the Proposer’s staff to be assigned to perform the Work under the Contract, including any proposed subcontractors. For Key Persons not identified prior to Proposal submission, a position description must be submitted.

• Office of Contracts and Procurement (“OC&P”) means the entity that is responsible for the procurement process for OHA.

• Polysubstance use means the use of two or more drugs together, either intentionally or unintentionally.

• Priority populations means Underserved Communities that have been denied such treatment, such as Black, Latino, and Indigenous and Native American persons, Asian Americans and Pacific Islanders and other persons of color; members of religious minorities; lesbian, gay, bisexual, transgender, and queer (LGBTQ+) persons; persons with disabilities; persons who live in rural areas; and persons otherwise adversely affected by persistent poverty or inequality.

https://theathenaforum.org/sites/default/files/public/documents/csap_strategies.pdf https://www.federalregister.gov/documents/2021/01/25/2021-01753/advancing-racial-equity-and-support-for-underserved-communities-through-the-federal-government

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• Proposal means a written response submitted in response to this RFP.

• Proposer means the person or entity that submits a Proposal.

• RFP means Request for Proposal.

• Services or Work means the required activities, tasks, deliverables, reporting and invoicing requirements, as described in Section 2.4 Scope of Work of this RFP.

• SAMSHA Strategic Prevention Framework means a substance use prevention model with five steps (assessment, capacity, planning, implementation, and evaluation) informed by two guiding principles (cultural competence and sustainability). This process offers prevention planners a comprehensive approach to understanding and addressing substance misuse and related public and behavioral health problems facing their communities. More information can be found at https://www.samhsa.gov/sites/default/files/20190620-samhsa-strategic-prevention-framework-guide.pdf.

• Substance use prevention means “Practices, programs and policies designed to prevent and reduce the incidence and prevalence of alcohol and other drug use and consequent health, behavioral and social problems” (National Academy of Medicine (NAM) formerly Institute of Medicine).

• TTA means training and technical assistance that OHA or other local, state, or national organizations can provide to help the Proposer succeed in implementing the project.

• Underserved Communities means populations sharing a particular characteristic, as well as geographic communities, that have been systematically denied a full opportunity to participate in aspects of economic, social, and civic life, as exemplified by the list in the preceding definition of “Equity.” (Source: Exec. Order No. 13985, 86 FR 7009 (2021)).

2.3 OVERVIEW AND PURPOSE

2.3.1 OHA Overview and Background

Oregon Health Authority’s Public Health Division promotes and encourages healthy behaviors for Oregonians to protect themselves against disease and injury.

2.3.2 Project Overview and Background

The project seeks to prevent and reduce substance misuse and related problems by supporting the development and delivery of substance use prevention and mental health promotion interventions in Underserved Communities which is defined in Section 2.2 above.

The Substance Abuse and Mental Health Services Administration’s (SAMHSA), Strategic Prevention Framework-Partnerships for Success (SPF-PFS) grant program is guided by the Strategic Prevention Framework (SPF), a community engagement model grounded in public and behavioral health https://www.samhsa.gov/sites/default/files/20190620-samhsa-strategic-prevention-framework-guide.pdf https://www.samhsa.gov/sites/default/files/20190620-samhsa-strategic-prevention-framework-guide.pdf https://www.federalregister.gov/documents/2021/01/25/2021-01753/advancing-racial-equity-and-support-for-underserved-communities-through-the-federal-government

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This program promotes substance use prevention for individuals and families by building and expanding the capacity of local communities to implement programs shown to be effective in preventing and reducing substance use and increasing protective factors and community resiliency.

SAMHSA SPF-PFS’s program strengthens include state and community-level prevention capacity to identify and address local substance use prevention concerns, such as underage drinking, marijuana, tobacco, electronic cigarettes, opioids, and heroin. (See:

https://www.samhsa.gov/grants/grant-announcements/sp-22-004). In collaboration with OHA, Contractors shall focus on strengthening community-level prevention capacity to identify and address local polysubstance use prevention needs, with a primary focus on alcohol and illicit substances such as opioids, methamphetamine, and heroin.

Each Contractor shall use local, state, and national data to identify underserved communities and sub-populations of focus, identify prevention priorities in their communities, and develop and implement strategies to prevent substance use and related harms.

SAMHSA’s Strategic Partnership Framework (SPF) process implements five steps (assessment, capacity, planning, implementation, and evaluation) informed by two guiding principles (cultural competence and sustainability). This process offers prevention planners a comprehensive approach to understanding and addressing the substance misuse and related behavioral health problems facing their communities. More information about SAMHSA's SPF can be found at https://www.samhsa.gov/sites/default/files/20190620-samhsa-strategic-prevention-framework-guide.pdf.

Additional information, resources, and technical assistance about the SPF-PFS model or other evidence based, effective substance use prevention approaches can be accessed through the Northwest Prevention Training and Technical Assistance Center (NWPTTC). The NW PTTC serves as a primary training and technical assistance (TTA) resource for SAMHSA’s Region 10 (which Oregon is part of) and works to expand knowledge of prevention science through community capacity-building, workforce development, and expertise in knowledge transfer mechanisms. To learn more or to access TTA, contact https://pttcnetwork.org/center/northwest-pttc/.

https://pttcnetwork.org/center/northwest-pttc/

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2.4 SCOPE OF WORK

OHA defines prevention of substance use as “Practices, programs and policies designed to prevent and reduce the incidence and prevalence of alcohol and other drug use and consequent health, behavioral and social problems” (National Academy of Medicine (NAM) formerly Institute of Medicine). The Contractors receiving a Contract from this RFP shall perform the following tasks, and complete and submit the required deliverables to the designated OHA/CP&HP Project Lead for review and approval.

2.4.1 Overall Contract Objective: Use the Substance Abuse and Mental Health Services

Administration (SAMHSA) Strategic Prevention Framework – Partnerships for Success (SPF-PFS) model to implement evidence-based, community informed, equity driven alcohol, opioid overdose, and polysubstance use prevention partnerships in their respective communities.

2.4.2 Required Contractor Tasks and related Milestones and Deliverables:

2.4.2.1 Task #1: Complete SPF-PFS Local Alcohol, Opioid Overdose, and Polysubstance Use Community Health Needs Assessment (CHNA)

Each Contractor shall complete a SPF-PFS local community health needs assessment for prevention of substance use and promotion of protective factors related to alcohol and/or overdose health inequities and harms. This task includes the following Work:

Required:

• Use local, state, and national data to identify Priority populations in the Designated service area who are experiencing the highest inequitable impacts of alcohol, opioid overdose, polysubstance use, and related harms to be served by the project.

• Conduct assessment and readiness activities to better understand community needs, gaps, assets, readiness, and opportunities for improvement related to substance use prevention.

• Summarize and report findings from the CHNA to inform interventions and share with community members and partners.

Optional information to provide:

• Consult other CHNAs conducted in the Designated service area to inform the SPF-PFS needs assessment, including CHNAs conducted by local public health authorities

(LPHA), local community mental health programs (CMHP), Coordinated Care

Organizations (CCO), United Way, or other relevant organizations in the Designated service area.

2.4.2.2 Task #2: Develop SPF -PFS Community Health Improvement Plan (CHIP)

Each Contractor shall develop and submit to OHA Project Lead for review and approval a SPF -PFS Community Health Improvement Plan (CHIP) that includes selected prevention interventions to address the problem (informed by the Contractor’s Community Health Needs Assessment, Task #1) prior to implementing any interventions.

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Required:

• Identify priority goals, strategies, and interventions for implementation of the CHIP over the 4-year grant period.

• Develop an initial work plan describing Year 1 activities and how they will advance the overall SPF-PFS CHIP over the 4-year grant period.

Optional information to provide:

• Define how proposed interventions align with the six U.S. Substance Use Mental

Health Services Administration’s (SAMHSA) Center for Substance Abuse Prevention

(CSAP) categories covering:

▪ Information Dissemination

▪ Education

▪ Problem identification and referral

▪ Alternative social settings

▪ Environmental and policy strategies

▪ Community based processes

2.4.2.3 Task #3: Implement the Contractor’s alcohol, opioid overdose, and polysubstance use prevention interventions identified in approved Community Health Improvement Plan (CHIP).

Each Contractor shall implement the Contractor’s alcohol, opioid overdose, and polysubstance use prevention interventions identified in the Contractor’s community health improvement plan approved by OHA.

Required:

• Reach and engage Priority populations to inform ongoing implementation of SPF-PFS interventions and ensure they effectively meet community needs.

• Engage other community partners in the project work plan and related strategies as needed.

• Implement priority strategies and interventions to address substance use prevention related needs identified in the CHIP.

• Participate in culturally and linguistically specific training, technical assistance, and capacity building services hosted by OHA, SAMHSA, or other local, state, or federal agencies.

• Support local, state, or national environmental change and policy strategies that prevent or reduce excessive alcohol use/overdose, and related harms at the community or population level.

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2.4.2.2 Task #4: Evaluate selected alcohol, opioid overdose, and polysubstance use prevention interventions.

Each Contractor shall evaluate selected alcohol, opioid overdose, and polysubstance use prevention interventions, by completing required reporting and evaluation activities required by OHA and SAMHSA.

Required:

• Complete required monthly and quarterly monitoring and reporting of project activities and outcomes using project reporting forms and evaluation tools (provided by OHA and SAMSHA).

• Describe potential barriers or challenges in completing reporting and evaluation activities.

• Determine needs for training and technical assistance (TTA) to successfully meet reporting and evaluation requirements.

• Participate in culturally and linguistically specific TTA and capacity building services hosted by OHA, SAMHSA, or other local, state, or federal agencies.

SECTION 3: PROCUREMENT REQUIREMENTS

3.1 MINIMUM SUBMISSION REQUIREMENTS

3.1.1 Proposal Submissions

To be considered for evaluation, Proposal must contain each of the following elements (further detailed in Proposal Requirements section below):

• Cover Letter

• Disclosure Exemption Affidavit (Attachment B)

• Proposer Information and Certification Sheet (Attachment C)

• Technical Proposal Form (Attachment C-1)

• Price Proposal Form (Attachment D)

• Responsibility Inquiry (Attachment F)

• Key Persons and Resumes (2 pages per person)

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3.1.2 Proposal Page Limits

The page limit for the following items is 10 pages: the Cover letter and Technical Proposal in Attachment C-1, as required by Sections 3.2.1 and 3.2.4 (including subsections 3.2.4.1 through 3.2.4.5). Any pages exceeding this limit will not be provided to the Evaluation Committee or considered in the evaluation.

The following items do not count toward the page limit:

• Disclosure Exemption Affidavit (Attachment B)

• Proposer Information and Certification Sheet (Attachment C)

• Price Proposal (Attachment D)

• Responsibility Inquiry (Attachment F)

• Key Persons and Resumes (limit 2 pages per key person)

3.1.3 Proposal Format and Quantity

Proposal should follow the format and reference the sections listed in the Proposal Requirements section. Responses to each section and subsection should be labeled to indicate the item being addressed.

OregonBuys Electronic Response. Proposer should submit its Proposal electronically through OregonBuys. Proposer should follow the procedures outlined in See: OregonBuys Vendor Formal Solicitation Response.pdf for electronic submission.

The Price Proposal must be submitted as a separate electronic response file.

Proposer shall submit one copy of its Proposal and all other submittal requirements, with Attachment C - Proposer Information and Certification Sheet bearing the Proposer’s authorized representative’s Signature, in the following formats: Adobe Acrobat (pdf).

If Proposer believes any of its Proposal is exempt from disclosure under Oregon Public Records Law (ORS 192.311 through 192.478), Proposer shall complete and submit the Disclosure Exemption Affidavit (Attachment B). Proposer shall also mark as “Confidential” in OregonBuys all attachments to its Proposal that Proposer believes are exempt from disclosure.

3.1.4 Authorized Representative

The Proposer Information and Certification Sheet (Attachment C) must bear the Proposer’s authorized representative’s Signature.

Failure of Proposer’s authorized representative to sign Attachment C may result in rejection of the Proposal by OHA.

https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

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3.2 PROPOSAL REQUIREMENTS

Proposal must address each of the items listed in this section and all other requirements set forth in this RFP. Proposer shall describe the Services to be performed. A Proposal that merely offers to provide services as stated in this RFP may be considered non-Responsive to this RFP and will not be considered further.

Proposal should not include extensive artwork, unusual printing or other materials not essential to the utility and clarity of the Proposal. Do not include marketing or advertising material in the Proposal, unless requested. Proposal should be straightforward and address the requests of the RFP. Proposal containing unsolicited marketing or advertising material may receive a lower evaluation score if required information is difficult to locate.

3.2.1 Cover Letter

Proposer shall submit a cover letter that describes Proposer’s organization, history, missions, goals, etc.

3.2.2 Affidavit of Trade Secret (Attachment B)

If Proposer believes its Proposal includes information that is exempt from public disclosure in accordance with ORS 192.311 through 192.478 and the Uniform Trade Secrets Act as adopted by the State of Oregon which is set forth in ORS 646.461 through 646.475, Proposer must complete and submit Attachment B “Affidavit of Trade Secret”.

3.2.3 Proposer Information and Certification Sheet (Attachment C)

Proposer shall complete and submit the Proposer Information and Certification Sheet (Attachment C) signed by the Proposer’s authorized representative.

Failure to demonstrate compliance with Oregon Tax Laws and sign the Proposer Information and Certification Sheet may result in a finding of non-Responsibility.

3.2.4 Technical Proposal (Attachment C-1)

Each Proposer shall complete and submit Attachment C-1 Technical Proposal Form to provide responses to Sections 3.2.4.1 through 3.2.4.5 below.

3.2.4.1 Technical Proposal re: Task #1 – Complete SPF-PFS Local Community Health Needs Assessment (CHNA)

Proposer shall:

• Describe the Designated service area for which Proposer proposes to perform the

Work (Tasks #1-4).

• Describe Proposer’s understanding of local, state, and national data to identify Priority populations and substance use related trends, or intent to learn about these data sources.

• Describe Proposer’s experience working with Priority populations.

• Describe the types of assessment and readiness activities Proposer will conduct to determine community health needs, gaps, assets, readiness, and opportunities for engagement with Priority populations.

• Explain the steps Proposer will follow to summarize and report findings from the Community Health Needs Assessment and the process for sharing with community members and community partners.

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• Identify other currently available Community Health Needs Assessments (CHNAs) in the Designated service area that can inform SPF-PFS Community Health Needs Assessment.

3.2.4.2 Technical Proposal re: Task #2 Develop a SPF-PFS Community Health Improvement

Plan (CHIP)

Proposer shall:

• Describe Proposer’s process for using the SPF-PFS Local Community Health Needs Assessment (Task #1) to inform the development of the SPF-PFS Community Health

Improvement Plan (CHIP)(Task #2).

• Discuss how the Proposer will determine priority goals, strategies, and interventions to be included in the CHIP.

• Demonstrate Proposer’s familiarity with the six U.S. Substance Use Mental Health

Services Administration’s (SAMHSA) Center for Substance Abuse Prevention (CSAP) categories of information dissemination, education, problem identification and referral, alternative social settings, environmental and policy strategies, or community-based processes.

3.2.4.3 Technical Proposal re: Task #3: Implement the Contractor’s alcohol, opioid overdose, and polysubstance use prevention interventions identified in the OHA-approved CHIP.

Proposer shall:

• Describe Proposer’s overall approach to implementing priority goals, strategies, and interventions in the OHA-approved CHIP.

• Describe Proposer’s plan to effectively implement the OHA-approved CHIP, including engaging Priority populations and collaborating with key partners and organizations.

• Describe potential implementation barriers or challenges and anticipated needs for training, technical assistance, and capacity building supports in order to implement the OHA-approved CHIP.

• Note any local, state, or national policies that may impact the project or conversely that the project has potential to impact over the four-year grant period.

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3.2.4.4 Technical Proposal re: Task #4: Evaluate selected alcohol, opioid overdose, and polysubstance use prevention interventions.

Proposer shall:

• Describe Proposer’s prior experience completing data collection, monitoring, and reporting activities for similar projects.

• Describe potential barriers or challenges in completing reporting and evaluation activities.

• Describe anticipated needs for training and technical assistance (TTA) to successfully meet reporting and evaluation requirements.

• Describe Proposer’s capacity to participate in in culturally and linguistically specific TTA and capacity building services hosted by OHA, SAMHSA, or other local, state, or federal agencies.

3.2.4.5 Technical Proposal re: Experience and Qualifications

Proposer shall:

• Describe Proposer’s mission, background, and prior experience that positions Proposer to successfully perform the Work in Tasks #1-4 of Section 2.4 Scope of Work.

• Specify Key Persons to be assigned to the project and include a current resume (not to exceed two pages each) for each Key Person that demonstrates the person’s qualifications and experience for the Work described in this RFP. If Key Positions are not currently filled, include a position description.

• Describe Proposer’s experience convening and facilitating coalitions or diverse groups working together towards common goals or describe relationships with partners with this expertise, and include any notable successes, if any, achieved through that experience.

3.2.5 Price Proposal (Attachment D)

Each Proposal must submit a detailed Price Proposal (Attachment D) electronically through OregonBuys, substantially in the form of Attachment D, including a Price Proposal Narrative (Recommended length: 2 pages).

• For each Service described in Section 2.4 Scope of Work, the Price Proposal must include identifiable costs, time estimates for completing each service / deliverable, and a summary of all proposed costs for the initial 1-year contract term.

For all fully loaded personnel costs* the Price Proposal must include the name and title of all positions for each individual Key Persons who will perform the Work and list the salary/wage and fringe rate separately for each such individual.

*Fully loaded personnel costs include all direct and indirect expenses.

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The Price Proposal must include:

• Line items that are reasonable, cost-effective, and consistent with Proposer’s Proposal; and

• A Price Proposal Narrative that provides a clear description and justification for the proposed expenses, which specifically explains how the proposed expenses will allow Proposer to complete the Work.

Expenses included in Price Proposal may include the following expense types:

• Personnel Expenses

• Travel Expenses

• Operation Expenses

• Other Expenses

• Indirect / Administrative Expenses

The above list includes examples of expenses but is not an exhaustive list of all possible expenditures. See Attachment D –Price Proposal Form for additional instructions, requirements.

3.2.6 Responsibility Inquiry (Attachment F)

Proposer shall complete, sign and submit Attachment F — Responsibility Inquiry.

3.2.7 CERTIFIED FIRM PARTICIPATION

Pursuant to Oregon Revised Statute (ORS) Chapter 200, OHA encourages the participation of small businesses, certified by the Oregon Certification Office for Business Inclusion and Diversity (“COBID”) in all contracting opportunities. This includes certified small businesses in the following categories: disadvantaged business enterprise, minority-owned business, woman-owned business, a business that a service-disabled veteran owns or an emerging small business. OHA also encourages joint ventures or subcontracting with certified small business enterprises. For more information, please visit https://oregon4biz.diversitysoftware.com/FrontEnd/VendorSearchPublic.asp?XID=6787& TN=oregon4biz.

If the Contract has potential subcontracting opportunities, the successful Proposer may be required to submit a completed Certified Disadvantaged Business Outreach Plan (attachment E) prior to execution.

https://oregon4biz.diversitysoftware.com/FrontEnd/VendorSearchPublic.asp?XID=6787&TN=oregon4biz

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SECTION 4: SOLICITATION PROCESS

4.1 PUBLIC NOTICE

The RFP and attachments are published in the State of Oregon’s electronic procurement system OregonBuys at https://oregonbuys.gov/. Documents will not be mailed to prospective Proposers.

Modifications, if any, to this RFP will be made by written Amendment(s) published in OregonBuys.

Prospective Proposer is solely responsible for checking OregonBuys to determine whether or not any Amendment(s) have been issued. Amendment(s) are incorporated into the RFP by this reference.

4.2 QUESTIONS / REQUESTS FOR CLARIFICATIONS

All inquiries, whether relating to the RFP process, administration, deadline, or method of award, or to the intent or technical aspects of the RFP must:

• Be delivered to the SPC via email to john.f.gardner@odhsoha.oregon.gov;

• Reference the OregonBuys bid number;

• Identify Proposer’s name and contact information;

• Refer to the specific area of the RFP being questioned (i.e. page, section and paragraph number); and

• Be received by the due date and time for Questions/Requests for Clarification identified in the Schedule in Section 1.2.

4.3 SOLICITATION PROTESTS

4.3.1 Protests to RFP

Prospective Proposer may submit a Written protest of anything contained in this RFP, including but not limited to, the RFP process, Specifications, Scope of Work, and the Sample Contract. This is prospective Proposer’s only opportunity to protest the provisions of the RFP, except that Proposer may protest as provided below.

4.3.2 Protests to Amendment(s)

Prospective Proposer may submit a Written protest of anything contained in an Amendment. Protests to an Amendment, if issued, must be submitted by 5:00 p.m. Pacific Time on the second Business Day following the issuance of the Amendment or the date/time specified in the Amendment, or they will not be considered. Protests of matters not added or modified by the Amendment will not be considered.

4.3.3 Requirements for Protests

All protests must:

• Be delivered to the SPC via email;

• Reference the OregonBuys bid number;

• Identify prospective Proposer’s name and contact information;

• Be sent by an authorized representative;

https://oregonbuys.gov/ mailto:john.f.gardner@odhsoha.oregon.gov

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• State the reason for the protest, including:

o the grounds that demonstrate how the Procurement Process is contrary to law, Unnecessarily Restrictive, legally flawed, or improperly specifies a brand name; and o evidence or documentation that supports the grounds on which the protest is based;

and

• State the proposed changes to the RFP provisions or other relief sought.

Protests to the RFP must be received by the due date and time identified in the Schedule.

Protests to an Amendment must be received by the due date identified in the Amendment.

4.4 PROPOSAL DELIVERY OPTION

Proposer is solely responsible for ensuring its Proposal is received by the SPC in accordance with the RFP requirements before Opening. OHA is not responsible for any delays in mail or by common carriers or by transmission errors or delays, or for any mis-delivery for any reason. A Proposal submitted by any means not authorized below will be rejected. The following delivery option is permitted for this RFP:

Delivery through OregonBuys

Proposal submission should be electronically through OregonBuys at: OregonBuys.gov for OregonBuys Bid # S-44300-00010622.

Detailed instructions on how to submit a Proposal can be found at OregonBuys Vendor Formal Solicitation Response.pdf

4.5 PROPOSAL MODIFICATION OR WITHDRAWAL

If a Proposer wishes to make modifications to a submitted Proposal, the Proposer must submit its modification in one of the authorized methods listed in Section 4.5 (Proposal Delivery Options). To be effective the modification must include the OregonBuys bid number and be submitted to the SPC prior to Opening.

If a Proposer wishes to withdraw a submitted Proposal, it must submit a Written notice signed by an authorized representative of its intent to withdraw to the SPC via email, prior to the Opening in accordance with OAR 137-047-0440. To be effective the notice must include the OregonBuys bid number.

4.6 PROPOSAL DUE

A Proposal (including all required submittal items) must be received by the SPC on or before Opening. All Proposal modifications or withdrawals must also be received prior to Opening.

A Proposal received after Opening is considered LATE and will NOT be accepted for evaluation. A late Proposal will be returned to the Proposer or destroyed.

4.7 PUBLIC OPENING

A public Opening will be held on the date and time listed in the Schedule set forth in Section 1.3 by posting an Amendment to OregonBuys Bid Number S-44300-00010012). Only the name of the Proposer(s) will be provided, no other information will be made available in the Amendment.

Proposals received will not be available for inspection until after the evaluation process has been completed and the notice of Intent to Award is issued pursuant to OAR 125-247-0630.

https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

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4.8 PROPOSAL REJECTION

OHA may reject a Proposal for any of the following reasons:

• Proposer fails to substantially comply with all prescribed RFP procedures and requirements, including but not limited to the requirement that Proposer’s authorized representative sign the Proposal.

• Proposer has liquidated and delinquent debt owed to the State or any department or agency of the State.

• Proposer fails to meet the responsibility requirements of ORS 279B.110.

• Proposer makes any contact regarding this RFP with State representatives such as State employees or officials other than the SPC or persons authorized by the SPC, or inappropriate contact with the SPC.

• Proposer attempts to influence a member of the Evaluation Committee.

• Proposal is conditioned on OHA’s acceptance of any other terms and conditions or rights to negotiate any alternative terms and conditions that are not reasonably related to those expressly authorized for negotiation in the RFP or Amendment(s).

4.9 EVALUATION PROCESS

4.9.1 Responsiveness and Responsibility Determination

Responsiveness determination

A Proposal received prior to Opening will be reviewed to determine if it is Responsive to all RFP requirements including compliance with Section 3.1 (Minimum Qualifications) and Section 3.2 (Minimum Submission Requirements). If the Proposal is unclear, the SPC may request clarification from Proposer. However, clarifications may not be used to rehabilitate a non-Responsive proposal. If the SPC finds the Proposal non-Responsive, the Proposal may be rejected; however, OHA may waive mistakes in accordance with OAR 137-247- 0470.

Responsibility Determination

OHA will determine if an apparent successful Proposer is Responsible prior to award and execution of the Contract. Selected Proposer(s) shall submit a signed Responsibility Inquiry form (Attachment F) within 5 Business Days of receipt of Intent to Award notice.

At any time prior to award, OHA may reject a Proposer found to be not Responsible.

4.9.2 Evaluation Criteria

Each Proposal meeting all Responsiveness requirements will be independently evaluated by members of an Evaluation Committee. Evaluation Committee members may change, and OHA may have additional or fewer evaluators for optional rounds of competition. Evaluators will assign a score for each evaluation criterion listed below in this Section 4.9.2 up to the maximum points available as specified in Section 4.10 (Point and Score Calculation).

SPC may request further clarification to assist the Evaluation Committee in gaining additional understanding of a Proposal. A response to a clarification request may only clarify or explain

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Note re: Scoring of Optional Items: while the items marked Optional are not mandatory parts of the Proposal and a Proposal will not be rejected for failure to include such Optional items, a Proposer’s omission to submit the Optional items will result in a lower score for that Proposer.

4.9.2.1 Evaluation of Technical Proposal re: Task #1 – Complete SPF-PFS Local Community Health Needs Assessment (Maximum Score: 20 points)

How well does the Proposal accomplish the following?

Required items:

• Demonstrate Proposer’s understanding of local, state, and national data to identify Priority populations, or intent to learn about these data sources.

• Demonstrates Proposer’s experience working with Priority populations.

• Describes the types of assessment and readiness activities Proposer will conduct to determine community health needs, gaps, assets, readiness, and opportunities for engagement with Priority populations.

• Explain the steps Proposer will follow to summarize and report findings from the Community Health Needs Assessment and the process for sharing with community members and community partners.

Optional items:

• Identify other available Community Health Needs Assessments (CHNAs) in the Designated service area that may be helpful to inform SPF-PFS needs assessment.

4.9.2.2 Evaluation of Technical Proposal re: Task #2 Develop a SPF -PFS Community

Health Improvement Plan (CHIP)(Maximum Score: 20 points)

How well does the Proposal accomplish the following?

Required items:

• Describes Proposer’s process for using the SPF-PFS Local Community Health Needs Assessment (Task #1) to inform the development of the SPF-PFS Community Health Improvement Plan (CHIP)(Task #2).

• Discuss how the Proposer will determine priority goals, strategies, and interventions to be included in the CHIP.

• Demonstrate Proposer’s familiarity with the six U.S. Substance Use Mental Health Services Administration’s (SAMHSA) Center for Substance Abuse Prevention (CSAP) categories.

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4.9.2.3 Evaluation of Technical Proposal re: Task #3 – Implement selected alcohol/overdose prevention interventions to address needs identified in the Community Health Needs Assessment (Maximum Score: 15 points)

• Describe Proposer’s overall approach to implementing priority goals, strategies, and interventions in the OHA-approved CHIP.

• Describe Proposer’s plan to effectively implement the OHA-approved CHIP, including engaging Priority populations and collaborating with key partners and organizations.

• Highlight key partners or collaborations with other groups or organizations that will help the project be successful.

• Describe potential implementation barriers or challenges and anticipated needs for training, technical assistance, and capacity building supports in order to implement the OHA-approved CHIP.

• Note any local, state, or national policies that may impact the project or conversely that the project has potential to impact over the four-year grant period.

4.9.2.4 Evaluation of Technical Proposal re: Task #4 - Evaluate selected alcohol, opioid overdose, and polysubstance use prevention interventions (15 maximum points)

• Describes Proposer’s prior experience completing data collection, monitoring, and reporting activities for public or private grants or other similar projects.

• Describes potential barriers or challenges in completing reporting and evaluation activities.

• Describes anticipated needs for training and technical assistance (TTA) to successfully meet reporting and evaluation requirements.

Optional items:

• Describes participation in culturally and linguistically specific TTA and capacity building services hosted by OHA, SAMHSA, or other local, state, or federal agencies.

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4.9.2.5 Evaluation of Technical Proposal re: Experience and Qualifications (30 maximum points)

How well does the Proposal accomplish the following?

Required items:

• Describes how Proposer’s mission, background, and experience positions Proposer to successfully implement the project.

• Specifies Key Persons to be assigned to the project and includes a current resume for each key person that demonstrates the person’s qualifications and experience.

• Demonstrates Proposer’s experience convening and facilitating coalitions or diverse groups working together towards common goals or describes relationships with partners with this expertise, including any notable successes, if any, achieved through that experience.

4.9.2.6 PRICE EVALUATION (Maximum Score: 0 Points) :

The Price Proposal will be not scored by the Evaluation Committee, but failure to submit a Price Proposal will cause a Proposal to be rejected as non-Responsive.

4.10 POINT AND SCORE CALCULATIONS

Points are the total possible for each section as listed in the table below.

Evaluation Criteria

MAXIMUM

POINTS

POSSIBLE

4.10.2.1 Evaluation of Technical Proposal re: Task #1 - Complete SPF-PFS Local Community Health Needs Assessment

4.10.2.2 Evaluation of Technical Proposal re: Task #2 Develop a SPF -PFS Community Health Improvement Plan (CHIP)_

4.10.2.3 Evaluation of Technical Proposal re: Task #3 - Implement selected alcohol/overdose prevention interventions to address needs identified in the CHNA

4.10.2.3 Evaluation of Technical Proposal re: Task #4 - Evaluate selected alcohol/overdose prevention interventions

Evaluation of Technical Proposal Evaluation Item 5 re: – Experience and Qualifications

TOTAL POINTS POSSIBLE 100

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4.11 RANKING OF PROPOSERS

The SPC will average the scores for each Proposal in each round of competition (calculated by totaling the points awarded by each Evaluation Committee member and dividing by the number of members).

After any applicable preference has been applied, the SPC will determine the rank of each Proposal, with the highest score receiving the highest rank, and successive rank order determined by the next highest score.

OHA may, in OHA’s sole discretion, determine an apparent successful Proposer with no additional rounds of competition. If additional rounds are conducted, OHA will rank advancing Proposers at the conclusion of each subsequent round and may determine an apparent successful Proposer at any time during the solicitation process.

NEXT STEP DETERMINATION

At the conclusion of a round of competition, OHA may choose to conduct additional round(s) of competition if in the best interest of the State. Additional rounds of competition may consist of, but will not be limited to:

• Interviews

• Presentations/Demonstrations/Additional Submittal Items

• Discussions and submittal of revised Proposals

• Serial or simultaneous negotiations

• Best and Final Offers

4.11.1 Competitive Range Determination

If OHA, in its sole discretion, determines that one or more additional rounds of competition is necessary, it will select a Competitive Range to indicate the Proposers that will be invited to participate in a subsequent round. The Competitive Range may include all, or at OHA’s sole discretion, some (based primarily on a natural break in the distribution of scores), of the Proposers from a previous round.