STATE OF NORTH CAROLINA

Department of Health and Human Services

Division of State Operated Healthcare Facilities

Request for Quote: 30-271007

ONSITE OPTOMETRY SERVICES

Date of Issue: July 31, 2026

Quote Due Date: August 14, 2026

At 4:00 PM ET

Direct all inquiries concerning this RFQ to:

Sarah Jones, NCCM DSOHF Facility Type Manager

Email: Sarah.N.Jones@dhhs.nc.gov Phone: (919) 397-4804 mailto:Sarah.N.Jones@dhhs.nc.gov

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Request for Quote #

30-271007

For internal State agency processing, including tabulation of quotes, provide your company’s eVP (Electronic Vendor Portal) Number. Pursuant to G.S. 132-1.10(b) this identification number shall not be released to the public. This page will be removed and shredded, or otherwise kept confidential, before the procurement file is made available for public inspection.

This page shall be filled out and returned with your quote.

Failure to do so may subject your quote to rejection.

Vendor Name

Vendor eVP#

Note: For a contract to be awarded to you, your company (you) must be a North Carolina registered Vendor in good standing. You must enter the Vendor number assigned through eVP (Electronic Vendor

Portal). If you do not have a Vendor number, register at https://evp.nc.gov/SignIn https://evp.nc.gov/SignIn

Quote Number: RFQ #30-271007 Vendor: __________________________________________

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Refer ALL Inquiries regarding this RFQ to the Procurement Lead through the Message Board in the Sourcing Tool. See section 2.5 for details

Request for Quote: 30-271007 Quotes will be opened: Upon Receipt.

Using Agency: Murdoch Developmental Center, Central Regional Hospital, Cherry Hospital, & Broughton Hospital

Commodity No. and Description: 851217 – Healthcare provider specialist services

Requisition No.: TBD

EXECUTION

In compliance with this Request for Quote (RFQ), and subject to all the conditions herein, the undersigned Vendor offers and agrees to furnish and deliver any or all items upon which prices are quoted, at the prices set opposite each item within the time specified herein.

By executing this quote, the undersigned Vendor understands that false certification is a Class I felony and certifies that:

this quote is submitted competitively and without collusion (G.S. 143-54), none of its officers, directors, or owners of an unincorporated business entity has been convicted of any violations of Chapter 78A of the General Statutes, the Securities Act of 1933, or the Securities Exchange Act of 1934 (G.S. 143-59.2), and it is not an ineligible Vendor as set forth in G.S. 143-59.1.

Furthermore, by executing this quote, the undersigned certifies to the best of Vendor’s knowledge and belief, that:

it and its principals are not presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from covered transactions by any Federal or State department or agency.

As required by G.S. 143-48.5, the undersigned Vendor certifies that it, and each of its sub-Contractors for any Contract awarded as a result of this RFQ, complies with the requirements of Article 2 of Chapter 64 of the NC General Statutes, including the requirement for each employer with more than 25 employees in North Carolina to verify the work authorization of its employees through the federal E-Verify system.

As required by Executive Order 24 (2017), the undersigned Vendor certifies will comply with all Federal and State requirements concerning fair employment and that it does not and will not discriminate, harass, or retaliate against any employee in connection with performance of any Contract arising from this solicitation.

G.S. 133-32 and Executive Order 24 (2009) prohibit the offer to, or acceptance by, any State Employee associated with the preparing plans, specifications, estimates for public contracts; or awarding or administering public contracts; or inspecting or supervising delivery of the public contract of any gift from anyone with a contract with the State, or from any person seeking to do business with the State. By execution of this response to the RFQ, the undersigned certifies, for Vendor’s entire organization and its employees or agents, that Vendor is not aware that any such gift has been offered, accepted, or promised by any employees of your organization.

By executing this quote, Vendor certifies that it has read and agreed to the INSTRUCTION TO VENDORS and the NORTH CAROLINA GENERAL TERMS AND CONDITIONS incorporated herein. These documents can be accessed from the Ariba Sourcing Tool.

Failure to execute/sign quote prior to submittal may render quote invalid and it MAY BE REJECTED. Late quotes shall not be accepted.

COMPLETE/FORMAL NAME OF VENDOR:

STREET ADDRESS: P.O. BOX: ZIP:

CITY & STATE & ZIP: TELEPHONE NUMBER: TOLL FREE TEL. NO:

PRINCIPAL PLACE OF BUSINESS ADDRESS IF DIFFERENT FROM ABOVE (SEE INSTRUCTIONS TO VENDORS ITEM #21):

PRINT NAME & TITLE OF PERSON SIGNING ON BEHALF OF VENDOR:

VENDOR’S AUTHORIZED SIGNATURE*: DATE: EMAIL:

DHHS - Division of State Operated Healthcare Facilities

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VALIDITY PERIOD

Offer shall be valid for at least sixty (60) days from date of quote opening, unless otherwise stated here: _____ days, or if extended by mutual agreement of the parties in writing. Any withdrawal of this offer shall be made in writing, effective upon receipt by the agency issuing this RFQ.

ACCEPTANCE OF QUOTES

If your quote is accepted, all provisions of this RFQ, along with the written results of any negotiations, shall constitute the written agreement between the parties (“Contract”). The NORTH CAROLINA GENERAL TERMS AND CONDITIONS are incorporated herein and shall apply. Depending upon the Goods or Services being offered, other terms and conditions may apply, as mutually agreed.

FOR STATE USE ONLY: Offer accepted and Contract awarded this________ day of __________, 20____, as indicated on

The attached certification, by ____________________________________________________________________.

(Authorized Representative of Division of State Operated Healthcare Facilities)

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Contents

1.0 PURPOSE AND BACKGROUND

1.1 CONTRACT TERM

2.0 GENERAL INFORMATION

2.1 REQUEST FOR QUOTE DOCUMENT

2.2 E-PROCUREMENT FEE

2.3 NOTICE TO VENDORS REGARDING RFQ TERMS AND CONDITIONS

2.4 RFQ SCHEDULE

2.5 QUOTE QUESTIONS

2.6 QUOTE SUBMITTAL

2.7 QUOTE CONTENTS

2.8 DEFINITIONS, ACRONYMS, AND ABBREVIATIONS

3.0 METHOD OF AWARD AND QUOTE EVALUATION PROCESS

3.1 METHOD OF AWARD

3.2 CONFIDENTIALITY AND PROHIBITED COMMUNICATIONS DURING EVALUATION

3.3 PERFORMANCE OUTSIDE THE UNITED STATES

3.4 INTERPRETATION OF TERMS AND PHRASES

4.0 REQUIREMENTS

4.1 PRICING

4.2 FINANCIAL STABILITY

4.3 REFERENCES

4.4 BACKGROUND CHECKS

4.5 PERSONNEL

4.6 VENDOR’S REPRESENTATIONS

4.7 AGENCY INSURANCE REQUIREMENTS MODIFICATION

4.8 SUBCONTRACTORS

4.9 SECRETARY OF STATE REGISTRATION

5.0 SPECIFICATIONS AND SCOPE OF WORK

5.1 SPECIFICATIONS

5.2 TASKS/DELIVERABLES

6.0 CONTRACT ADMINISTRATION

6.1 CONTRACT MANAGER AND CUSTOMER SERVICE

6.2 INVOICES

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6.3 ACCEPTANCE OF WORK

6.4 TRANSITION ASSISTANCE

6.5 DISPUTE RESOLUTION

6.6 CONTRACT CHANGES

6.7 ATTACHMENTS

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1.0 PURPOSE AND BACKGROUND

The Division of State Operated Healthcare Facilities (DSOHF) oversees and manages thirteen (13) state operated healthcare facilities that treat adults and children with mental illness, developmental disabilities, substance abuse disorders, and neuro-medical needs. In collaboration with our partners and with a commitment to rights, equity, and inclusion, we provide a system of high-quality care to individuals whose complex behavioral and medical needs exceed the level of care available in the community.

The purpose of the contract shall be for the provision of providing on-site optometry services by a licensed optometrist who has experience in treating persons with intellectual and/or developmental disabilities, mental illness, substance use disorders, and neuro-medical needs. This contract will allow for examinations, diagnostic evaluations, and treatment in the field of Optometry.

The intent of this solicitation is to award an Agency Specific Term Contract for the purpose of providing Onsite Optometry Services for the following DSOHF facilities below:

DSOHF Facilities Approximate Patients

Murdoch Developmental Center 1600 East C Street Butner, NC 27509 300

Central Regional Hospital 300 Veazey Drive Butner, NC 27509 300+

Cherry Hospital 1401 West Ash Street Goldsboro, NC 27530 200+

Broughton Hospital 1000 South Sterling Street Morganton, NC 28655 300+

1.1 CONTRACT TERM

The Contract shall have an initial term of one (1) year, beginning on the date of final Contract execution (the “Effective Date”) or October 1, 2026, whichever is later.

At the end of the Contract’s initial term, the State shall have the option, in its sole discretion, to renew the Contract on the same terms and conditions for up to two (2) additional one-year terms. The State will give the Vendor written notice of its intent to exercise each option no later than ninety (90) days before the end of the Contract’s then-current term. In addition to any optional renewal terms, and with the Vendor’s concurrence, the State reserves the right to extend the Contract after the last active term.

Quotes shall be submitted in accordance with the terms and conditions of this RFQ and any addenda issued hereto.

2.0 GENERAL INFORMATION

2.1 REQUEST FOR QUOTE DOCUMENT

This RFQ is comprised of the base RFQ document, any attachments, and any addenda released before Contract award, which are incorporated herein by reference.

2.2 E-PROCUREMENT FEE

ATTENTION: This is an NC eProcurement solicitation facilitated by the Ariba Network. The E-Procurement fee may apply to this solicitation. See the paragraph entitled ELECTRONIC PROCUREMENT of the North Carolina General Terms and Conditions.

General information on the E-Procurement Services can be found at: http://eprocurement.nc.gov/.

What is the Ariba Network?

The Ariba Network is a web-based platform that serves as a connection point for buyers and Vendors. Vendors can log in to the Ariba Network to view purchase orders, respond to electronic requests for quotes, participate in Sourcing Events, and collaborate with buyers on contract documents.

For training on how to use the Sourcing Tool to view solicitations, submit questions, develop responses, upload documents, and submit offers to the State, Vendors should go to the following site:

http://eprocurement.nc.gov/training/vendor-training.

http://eprocurement.nc.gov/

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2.3 NOTICE TO VENDORS REGARDING RFQ TERMS AND CONDITIONS

It shall be the Vendor’s responsibility to read the Instructions to Vendors, the North Carolina General Terms and Conditions, all relevant exhibits and attachments, and any other components made a part of this RFQ and comply with all requirements and specifications herein. Vendors are also responsible for obtaining and complying with all Addenda and other changes that may be issued in connection with this RFQ.

Other than through the process of negotiation under 01 NCAC 05B.0503, the State rejects and will not be required to evaluate or consider any additional or modified terms and conditions submitted with Vendor’s quote or otherwise. This applies to any language appearing in or attached to the document as part of the Vendor’s quote that purports to vary any terms and conditions or Vendors’ instructions herein or to render the quote non-binding or subject to further negotiation. Vendor’s quote shall constitute a firm offer that shall be held open for the period required herein (“Validity Period” above).

The State may exercise its discretion to consider Vendor proposed modifications. By execution and delivery of this RFQ Response, the Vendor agrees that any additional or modified terms and conditions, whether submitted purposely or inadvertently, shall have no force or effect, and will be disregarded unless expressly agreed upon during negotiations.

Noncompliance with, or any attempt to alter or delete, this paragraph shall constitute sufficient grounds to reject Vendor’s quote as nonresponsive.

2.4 RFQ SCHEDULE

The table below shows the intended schedule for this RFQ. The State will make every effort to adhere to this schedule.

Event Responsibility Date and Time Issue RFQ State July 31, 2026 Submit Written Questions Vendor August 6, 2026 by 4:00 PM ET Provide Response to Questions State August 7, 2026 by 4:00 PM ET Submit Quotes Vendor August 14, 226 by 4:00 PM ET Contract Award State TBD

2.5 QUOTE QUESTIONS

Upon review of the RFQ documents, Vendors may have questions to clarify or interpret the RFQ in order to submit the best quote possible. To accommodate the Quote Questions process, Vendors shall submit any such questions by the “Submit Written Questions” date and time provided in the RFQ SCHEDULE Section above, unless modified by Addendum.

Questions related to the content of the solicitation, or the procurement process should be directed to the person on the title page of this document via the Sourcing Tool's message board by the date and time specified in the RFQ SCHEDULE Section of this RFQ.

Vendors will enter “RFQ #30-271007 – Questions” as the subject of the message. Question submittals should include a reference to the applicable RFQ section. This is the only manner in which questions will be received.

Questions or issues related to using the Sourcing Tool itself can be directed to the North Carolina eProcurement Help Desk at 888- 211-7440, Option 2. Help Desk representatives are available Monday through Friday from 7:30 AM ET to 5:00 PM ET.

Questions received prior to the submission deadline date, the State’s response, and any additional terms deemed necessary by the State will be posted in the Sourcing Tool in the form of an addendum and shall become an Addendum to this RFQ. No information, instruction or advice provided orally or informally by any State personnel, whether made in response to a question or otherwise in connection with this RFQ, shall be considered authoritative or binding. Vendors shall rely only on written material contained in the RFQ and an addendum to this RFQ.

2.6 QUOTE SUBMITTAL

IMPORTANT NOTE: This is an absolute requirement. Late quotes, regardless of cause, will not be opened or considered, and will be automatically disqualified from further consideration. Vendor shall bear the sole risk of late submission due to unintended or unanticipated delay. It is the Vendor’s sole responsibility to ensure its quote has been received as described in this RFQ by the

Ver: 11/2025 7 specified time and date of opening. Failure to submit a quote in strict accordance with instructions provided shall constitute sufficient cause to reject a Vendor’s quotes(s).

Vendor’s quotes for this procurement must be submitted through the Sourcing Tool. For training on how to use the Sourcing Tool to view solicitations, submit questions, develop responses, upload documents, and submit offers to the State, Vendors should go to the following site: https://eprocurement.nc.gov/training/vendor-training

Questions or issues related to using the Sourcing Tool itself can be directed to the North Carolina eProcurement Help Desk at 888- 211-7440, Option 2. Help Desk representatives are available Monday through Friday from 7:30 AM EST to 5:00 PM EST.

Tips for Using the Sourcing Tool

1. Vendors should review available training and confirm that they are able to access the Sourcing Event, enter responses, and upload files well in advance of the date and time response are due to allow sufficient time to seek assistance from the North Carolina eProcurement Help Desk.

2. Vendors may submit their responses early to make sure there are no issues, and then submit a revised response any time prior to the response due date and time. The State will only review the most recent response.

3. Vendors should respond to all relevant sections of the Sourcing Event. Certain questions or items are required in order to submit a response and are denoted with an asterisk. The Sourcing Tool will not allow a response to be submitted unless all required items are completed. The Sourcing Tool will provide error messages to help identify any required information that is missing when response is submitted.

4. Simply saving your response in the Sourcing Tool is not the same as submitting your response to the State. Vendors should make sure they complete the submission process and receive a message that their response was successfully submitted.

5. Only Quotes submitted through the Content Section of the Ariba Sourcing Event will be considered. Quotes submitted through the Message Board will not be accepted or considered for award.

If confidential and proprietary information is included in the quote, also submit one (1) signed, REDACTED copy of the quote.

Such information may include trade secrets defined by N.C. Gen. Stat. § 66-152 and other information exempted from the Public Records Act pursuant to N.C. Gen. Stat. §132- 1.2. Vendor may designate information, Products, Services, or appropriate portions of its response as confidential, consistent with and to the extent permitted under the statutes and rules set forth above. By so redacting any page, or portion of a page, the Vendor warrants that it has formed a good faith opinion, having received such necessary or proper review by counsel and other knowledgeable advisors, that the portions determined to be confidential and proprietary and redacted as such, meet the requirements of the Rules and Statutes set forth above. However, under no circumstances shall price information be designated as confidential.

If the Vendor does not provide a redacted version of the quote with its quote submission, the Department may release an unredacted version if a record request is received.

2.7 QUOTE CONTENTS

Vendors shall provide responses to all questions and complete all attachments for this RFQ that require the Vendor to provide information and upload them to the Sourcing Event in the Sourcing Tool. Vendor may not be able to submit its response in the Sourcing Tool unless all required items are addressed. Vendors shall provide authorized signatures where requested. Failure to provide all required items, or Vendor’s submission of incomplete items, may result in the State rejecting Vendor’s quote, in the State’s sole discretion.

Vendors shall upload the following items and attachments in the Sourcing Tool:

a) Completed and signed version of all EXECUTION PAGES, along with the body of the RFQ.

b) Signed receipt pages of any addenda released in conjunction with this RFQ, if required to be returned.

c) Vendor’s Response to Section 4.9, 5.1, and 6.1.

d) Completed version of ATTACHMENT A: PRICING FORM https://eprocurement.nc.gov/training/vendor-training

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e) ATTACHMENT C: NC CONTRACT TERMS AND CONDITIONS – MEDICAL SERVICES

f) Completed and signed version of ATTACHMENT D: CUSTOMER REFERENCE FORM

g) Completed and signed version of ATTACHMENT E: LOCATION OF WORKERS UTILIZED BY VENDOR

h) Completed and signed version of ATTACHMENT F: CERTIFICATION OF FINANCIAL CONDITION

i) Completed and signed version of ATTACHMENT G: FEDERAL CERTIFICATIONS

j) Completed and signed version of ATTACHMENT H: STATE CERTIFICATIONS

k) Completed and signed version of ATTACHMENT I: STATE OF NORTH CAROLINA SUBSTITUTE W-9

l) Completed and signed version of ATTACHMENT J: NC DHHS BUSINESS ASSOCIATE ADDENDUM

m) ATTACHMENT K: DSOHF VACCINATION POLICY AND ATTESTATION STATEMENT

n) ATTACHMENT L: FRAUD, WASTE, AND FINANCIAL ABUSE COMPLIANCE

o) ATTACHMENT M: NC DHHS ENVIRONMENTAL HEALTH AND SAFETY HANDBOOK

2.8 DEFINITIONS, ACRONYMS, AND ABBREVIATIONS

Relevant definitions for this RFQ are provided in 01 NCAC 05A .0112 and in the Instructions to Vendors found in the Sourcing Tool, which are incorporated herein by this reference.

The following definitions, acronyms, and abbreviations are also relevant to this RFQ:

a) AGENCY SPECIFIC TERM CONTRACT: A contract intended to cover all normal requirements for a commodity for a specified period of time based on estimated quantities for a single entity.

b) BROUGHTON HOSPITAL (BH): One of three regional psychiatric hospitals with statutory responsibility for operating as a part of the Division of State Operated Healthcare Facilities within the North Carolina Department of Health and Human Services to provide help and support to North Carolinians and their families experiencing mental illness. The hospital serves the western 37 counties of North Carolina, approximately 35% of the total population, as part of the state’s system of care and treatment for persons with mental illness.

c) CENTRAL REGIONAL HOSPITAL (CRH): One of three State psychiatric hospitals in North Carolina. It is operated by the Division of State Operated Healthcare Facilities (DSOHF) within the North Carolina Department of Health and Human Services. The hospital provides psychiatric and medical care to adults and adolescents in 25 counties in the central region of North Carolina. CRH also services children aged 11 and under from all 100 counties of North Carolina.

d) CHERRY HOSPITAL (CH): One of three psychiatric hospitals operated by the NC Department of Health and Human Services.

CH provides services to 38 counties in the eastern region of North Carolina.

e) DHHS: The Department of Health and Human Services.

f) DSOHF: Division of State Operated Healthcare Facilities.

g) MURDOCH DEVELOPMENTAL CENTER (MDC): One of threes state operated developmental centers, primarily serving 25 counties of the Central Region. Murdoch provides services and support to people with intellectual and developmental disabilities (IDD), complex behavioral challenges and or medical conditions whose clinical treatment needs cannot be supported in the community.

3.0 METHOD OF AWARD AND QUOTE EVALUATION PROCESS

3.1 METHOD OF AWARD

North Carolina G.S. 143-52 provides a general list of criteria the State shall use to award contracts, as supplemented by the additional criteria herein. The Goods or Services being procured shall dictate the application and order of criteria; however, all award decisions shall be in the State’s best interest.

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All responsive bids will be reviewed, and award or awards will be based on the responsive bid(s) offering the lowest price that meets the specifications provided herein, to include any required verifications set out herein such as but not limited to past performance, references, and financial documents.

While the intent of this RFQ is to award a Contract(s) to a single Vendor for all line items, the State reserves the right to make separate awards to different Vendors for one or more line items, to not award one or more line items or to cancel this RFQ in its entirety without awarding a Contract, if it is considered to be most advantageous to the State to do so.

The State reserves the right to waive any minor informality or technicality in quotes received.

3.2 CONFIDENTIALITY AND PROHIBITED COMMUNICATIONS DURING EVALUATION

While this RFQ is under evaluation, the responding Vendor, including any subcontractors and suppliers, is prohibited from engaging in conversations intended to influence the outcome of the evaluation. See Paragraph 29. of the Instructions to Vendors entitled

COMMUNICATOINS BY VENDORS

Each Vendor submitting a quote to this RFQ, including its employees, agents, subcontractors, suppliers, subsidiaries and affiliates, is prohibited from having any communications with any person inside or outside the using agency; issuing agency; other government agency office or body (including the procurement lead named above, any department secretary, agency head, members of the General Assembly and Governor’s office); or private entity, if the communication refers to the content of Vendor’s quote or qualifications, the content of another Vendor’s proposal, another Vendor’s qualifications or ability to perform a resulting contract, and/or the transmittal of any other communication of information that could be reasonably considered to have the effect of directly or indirectly influencing the evaluation of proposals, the award of a contract, or both.

Any Vendor not in compliance with this provision shall be disqualified from evaluation and award. A Vendor’s proposal may be disqualified if its subcontractor and/or supplier engage in any of the foregoing communications during the time that the procurement is active (i.e., the issuance date of the procurement until the date of contract award or cancellation of the procurement). Only those discussions, communications or transmittals of information authorized or initiated by the issuing agency for this RFQ or inquiries directed to the procurement lead named in this RFQ regarding requirements of the RFQ (prior to proposal submission) or the status of the award (after submission) are excepted from this provision.

3.3 PERFORMANCE OUTSIDE THE UNITED STATES

Vendor shall complete ATTACHMENT F: LOCATION OF WORKERS UTILIZED BY VENDOR. In addition to any other evaluation criteria identified in this RFQ, the State may also consider, for purposes of evaluating proposed or actual contract performance outside of the United States, how that performance may affect the following factors to ensure that any award will be in the best interest of the State:

a) Total cost to the State

b) Level of quality provided by the Vendor

c) Process and performance capability across multiple jurisdictions

d) Protection of the State’s information and intellectual property

e) Availability of pertinent skills

f) Ability to understand the State’s business requirements and internal operational culture

g) Particular risk factors such as the security of the State’s information technology

h) Relations with citizens and employees

i) Contract enforcement jurisdictional issues

3.4 INTERPRETATION OF TERMS AND PHRASES

This RFQ serves two functions: (1) to advise potential Vendors of the parameters of the solution being sought by the State; and (2) to provide (together with other specified documents) the terms of the Contract resulting from this procurement. The use of phrases such as “shall,” “must,” and “requirements” are intended to create enforceable contract conditions. In determining whether quotes should be evaluated or rejected, the State will take into consideration the degree to which Vendors have proposed or failed

Ver: 11/2025 10 to propose solutions that will satisfy the State’s needs as described in the RFQ. Except as specifically stated in the RFQ, no one requirement shall automatically disqualify a Vendor from consideration. However, failure to comply with any single requirement may result in the State exercising its discretion to reject a quote in its entirety.

4.0 REQUIREMENTS

This Section lists the requirements related to this RFQ. By submitting a quote, the Vendor agrees to meet all stated requirements in this Section as well as any other specifications, requirements, and terms and conditions stated in this RFQ. If a Vendor is unclear about a requirement or specification or believes a change to a requirement would allow for the State to receive a better quote, the Vendor is urged to submit these items in the form of a question during the question-and-answer period in accordance with the Quote Questions Section above.

4.1 PRICING

Quote price shall constitute the total cost to the State for complete performance in accordance with the requirements and specifications herein, including all applicable charges for handling, transportation, administrative and other similar fees. Complete ATTACHMENT A: PRICING FORM. The pricing provided in ATTACHMENT A, or resulting from any negotiations, is incorporated herein and shall become part of any resulting Contract.

INVOICES MAY NOT BE PAID UNTIL AN INSPECTION HAS OCCURRED AND THE GOODS OR SERVICES ACCEPTED.

4.1.1 Import Tariff Temporary Surcharge

Pricing shall be exclusive of any pending tariffs or temporary tariff surcharge. Vendor may request a temporary tariff surcharge in ATTACHMENT A: PRICING SUBMITTAL WORKBOOK as a charge separate from the contract price. Any temporary tariff surcharge(s) associated with purchases shall be provided by way of a percentage tariff surcharge. All tariff surcharges proposed are intended to be temporary and based on current tariff implications specific to related commodities with evidence of submitted documentation of affected MSRP products. Vendor understands that the agency may request additional justification. Any temporary tariff surcharge percentage will be negotiated and mutually agreed upon. The state is not obligated to accept any proposed import tariff surcharge. Proposed tariff surcharges may be used as a factor for evaluation and award.

4.2 FINANCIAL STABILITY

As a condition of contract award, the Vendor must certify that it has the financial capacity to perform and to continue to perform its obligations under the Contract; that Vendor has no constructive or actual knowledge of an actual or potential legal proceeding being brought against Vendor that could materially adversely affect performance of this Contract; and that entering into this Contract is not prohibited by any contract, or order by any court of competent jurisdiction.

Each Vendor shall certify it is financially stable by completing ATTACHMENT F: CERTIFICATION OF FINANCIAL CONDITION. The State is requiring this certification to minimize potential issues from contracting with a Vendor that is financially unstable. From the date of the Certification to the expiration of the Contract, the Vendor shall notify the State within thirty (30) days of any occurrence or condition that materially alters the truth of any statement made in this Certification. The Contract Manager may require annual recertification of the Vendor’s financial stability.

4.3 REFERENCES

Vendor shall upload to the Sourcing Tool at least three (3) references, using ATTACHMENT D: CUSTOMER REFERENCE FORM, for which it has provided Services of similar size and scope to those proposed herein. References shall not be from the same company or from the soliciting State entity. . In addition, Vendor shall provide references for and identify other government contracts it has received, for which your company has provided services of similar size and scope to those proposed herein. The State may contact these users to determine whether the Services provided are substantially similar in scope to those proposed herein and whether Vendor’s performance has been satisfactory. The information obtained may be considered in the evaluation of the Quote.

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4.4 BACKGROUND CHECKS

Any personnel or agent of Vendor performing Services under any Contract arising from this RFQ may be required to undergo a background check at the expense of the Vendor, if so requested by the State.

4.5 PERSONNEL

Vendor warrants that qualified personnel shall provide Services under this Contract in a professional manner. “Professional manner” means that the personnel performing the Services will possess the skill and competence consistent with the prevailing business standards in the industry. Vendor will serve as the prime contractor under this Contract and shall be responsible for the performance and payment of all subcontractor(s) that may be approved by the State. Names of any third-party Vendors or subcontractors of Vendor may appear for purposes of convenience in Contract documents; and shall not limit Vendor’s obligations hereunder. Vendor will retain executive representation for functional and technical expertise as needed in order to incorporate any work by third party subcontractor(s).

Should the Vendor’s quote result in an award, the Vendor shall be required to agree that it will not substitute key personnel assigned to the performance of the Contract without prior written approval by the Contract Lead. Vendor shall further agree that it will notify the Contract Lead of any desired substitution, including the name(s) and references of Vendor’s recommended substitute personnel. The State will approve or disapprove the requested substitution in a timely manner. The State may, in its sole discretion, terminate the Services of any person providing Services under this Contract. Upon such termination, the State may request acceptable substitute personnel or terminate the contract Services provided by such personnel.

4.6 VENDOR’S REPRESENTATIONS

If Vendor’s quote results in an award, Vendor agrees that it will not enter any agreement with a third party that may abridge any rights of the State under the Contract. If any Services, deliverables, functions, or responsibilities not specifically described in this solicitation are required for Vendor’s proper performance, provision and delivery of the Service and deliverables under a resulting Contract, or are an inherent part of or necessary sub-task included within such Service, they will be deemed to be implied by and included within the scope of the Contract to the same extent and in the same manner as if specifically described in the Contract.

Unless otherwise expressly provided herein, Vendor will furnish all of its own necessary management, supervision, labor, facilities, furniture, computer and telecommunications equipment, software, supplies and materials necessary for the Vendor to provide and deliver the Services and/or other Deliverables.

4.7 AGENCY INSURANCE REQUIREMENTS MODIFICATION

A. Default Insurance Coverage from the General Terms and Conditions applicable to this Solicitation:

☐ Small Purchases

Contract value in excess of the Small Purchase threshold, but up to $1,000,000.00

☐ Contract value in excess of $1,000,000.00

4.8 SUBCONTRACTORS

No portion of the work shall be subcontracted without prior written consent of the State. In the event that the Vendor desires to subcontract some part of the work specified herein, the Vendor shall furnish with their bid the names, qualifications, and experience of their proposed subcontractors. The Vendor shall, however, remain solely and fully liable and responsible for the work done by its subcontractor(s) and shall assure compliance with all the requirements and specifications of the contract.

4.9 SECRETARY OF STATE REGISTRATION

Prior to entering into a contract with the State, the awarded Vendor(s) must complete registration with the NC Secretary of State.

Upon notification of award, the selected Vendor(s) must furnish evidence of filing within 10 business days. Failure to provide this

Ver: 11/2025 12 documentation may result in the disqualification of the Vendor(s) bid from further consideration for the award. No purchase orders shall be issued prior to confirmation of completed registration with the Secretary of State.

A contract award under the above-referenced solicitation, and the resulting purchase orders, will produce repeated orders and transactions in North Carolina and will constitute “transacting business” in the State, which requires a certificate of authority from the North Carolina Secretary of State as provided in G.S. §55-15-01 (corporations) or §57D-7-01 (LLCs). Please go to: https://www.sosnc.gov/ to register.

Vendor has registered with the North Carolina Secretary of State: Yes☐ No ☐

5.0 SPECIFICATIONS AND SCOPE OF WORK

5.1 SPECIFICATIONS

This solicitation is for the provision of awarding a Vendor to provide on-site optometry services for individuals residing at DSOHF facilities through monthly scheduled on-site clinics. Optometry services are beyond the scope of practice for the DSOHF primary physicians, and therefore these services must be contracted through a formal contractual agreement with Optometry professionals who can provide regular, recurring services in a timely manner.

The specific items and any specifications that the Procurement Entity is seeking are listed below. Items offered by the Vendor must meet or exceed the listed Specifications to be considered for award.

Item # Specifications Product/Service Offered Meets Specification

1 Vendor agrees to provide at minimum, annual evaluations, and any problems suspected are reported and a follow-up assessment is completed.

YES NO

2 Vendors agrees to follow-up on recommendations for referrals to specialists for specific examinations or evaluations and treatments, and those medical services must be provided to the resident/patient if not provided in-house.

3 Vendor will provide one (1) on-site clinic monthly at Cherry Hospital and Broughton Hospital. Two (2) clinics per month at Central Regional Hospital and Murdoch Developmental Center, or as mutually agreed upon Contractor and the Medical Director at the State facility.

4 In order to safeguard the health of residents and staff, all contractors shall be required to receive an Influenza vaccination by October 31st of the current contract year. Proof of annual vaccination shall be submitted to the Infection Control Nurse Manager at the Nursing Department of each facility by the Contract Manager for that facility. The Contract Manager for each location will be provided at the time of award.

5.2 TASKS/DELIVERABLES

Contractor(s) will provide on-site Optometry Services to individuals residing at each DSOHF facility who need these services.

Services included in this contract will consist of:

1 Contractor shall provide high-quality optometry services to individuals residing at the State facility.

2 Contractor shall provide on-site optometry services through facility-based clinics held at each State facility.

VENDOR’S RESPONSE

https://www.sosnc.gov/

Ver: 11/2025 13

3 Contract shall provide two (2) on-site clinics monthly for Central Regional Hospital and Murdoch Developmental Center. Each on-site clinic will be held for a period of four (4) hours each, or as mutually agreed to by Contractor and the Medical Director at the State facility.

4 Contractor shall provide one (1) on-site clinic monthly at Cherry Hospital and Broughton Hospital. Each on-site clinic will be held for a period of eight (8) hours each, or as mutually agreed to by Contractor and the Medical Director at the State facility.

5 Schedule of Work – Facility will work with the Contractor scheduling coordinator to arrange scheduling of on-site optometry referrals and clinics.

6 Notification of scheduling issues or cancellation of clinics shall be provided to the State facility within twenty-four

(24) hours of the clinic.

7 Contractor shall be responsible for all taking hand-written notes at the time of service and provide State representative medical staff with written documentation of clinical findings and recommendations on the day of the clinic visit.

8 Contractor shall promptly report any urgent clinical findings to the facility attending.

9 Contractor shall report any abnormal findings or pathology of the eye to the attending physician for referral to an ophthalmologist.

10 Services included in this contract include appropriate evaluation and treatment of visual activity, recognition of visual impairments and adequate visual assessment/evaluation and treatment. Evaluations will include the prescription of Rx’s and fitting of glasses as needed.

11 Services include detecting, diagnosing, and prescribing medications to treat eye diseases, such as glaucoma, retinal disorders, lid diseases, and infections, evaluation and treatment of vision conditions such as nearsightedness, farsightedness, astigmatism, and presbyopia. Performing minor surgical procedures such as removing foreign bodies from the eyes.

12 Patient Information – State employee representative shall provide any pertinent patient medical history and relevant information to the contractor as requested. Facility shall track receipt of eye glass prescriptions on clinic date. Facility Attending Physician’s shall review 100% of optometry reports for recommendation’s based on the optometrist’s clinical impressions. Attending physicians shall discuss any concerns regarding the Optometry services provided with the Director of Physician Services and Director of Health Services, who will follow up with any concerns with the optometrist as indicated.

13 All patient information will be treated according to HIPAA guidelines as described in ATTACHMENT K: NC DHHS

BUSINESS ASSOCIATE ADDENDUM.

14 Perform all associated work through a schedule that is mutually agreed upon by the Contractor and the State facility.

15 Perform work at the State facilities in accordance with the Division’s Medical Staff Bylaws including successful clearance and credentialing through Human Resources and credentialing office followed by maintenance of current credentials.

16 Adhere to all applicable State and Federal Laws governing the confidentiality of patient information.

17 Maintain professional liability insurance in at least the amount of $1 Millon per occurrence, $3 Millon per aggregate during the term of the contract.

18 Provide written notification to the Division from the insurance company in the event insurance is terminated due to cancellation or expiration.

19 Certify that the Optometrist has not been either disbarred or excluded from participation in the Medicare or

Medicaid Healthcare Programs.

20 Reimburse the Contractor at rate indicated on ATTACHMENT A: PRICING FORM for approximate hours per month for services rendered as described and in accordance with the approved budget.

21 Sedation – State employee representative shall assess the individual and prescribe sedation where medically indicated.

22 A State employee representative will accompany the individual to the eye clinic appointment and provide support to the individual as required to facilitate the examination.

Ver: 11/2025 14

23 The Contractor shall adopt and apply data security standards and procedures that comply with all applicable federal, state, and local laws, regulations, and rules.

24 The Contractor shall report a suspected or confirmed security breach to the State’s Contract Administrator within twenty-four (24) hours after the breach is first discovered, provided that the Contract shall report a breach Involving Social Security Administration data or Internal Revenue Service data within one (1) hour after the breach is first discovered.

25 Contractor shall complete ATTACHMENT L: DSOHF VACCINATION AND ATTESTATION STATEMENT prior to starting services under this Contract.

26 Contractor shall complete ATTACHMENT N: DHHS ENVIRONMENTAL HEALTH AND SAFETY HANDBOOK prior to starting services under this Contract and any additional orientation from the Facility that is required.

27 Travel – No additional charges for travel, lodging, fuel are to be issued to the State. Housing accommodation may be provided for facilities that are long distance with prior reservation.

28 Applicable licenses, certifications, registrations will be provided for Contractor(s) assigned prior to starting services under this Contract.

6.0 CONTRACT ADMINISTRATION

All Contract Administration requirements are conditioned on an award resulting from this solicitation. This information is provided for the Vendor’s planning purposes.

6.1 CONTRACT MANAGER AND CUSTOMER SERVICE

The Vendor shall be required to designate and make available to the State a contract manager. The contract manager shall be the State’s point of contact for Contract related issues, issues concerning performance, and progress review.

Contract Manager Point of Contact

Name:

Office Phone #:

Mobile Phone #:

Email:

The Vendor shall be required to designate and make available to the State for customer service. The customer service point of contact shall be the State’s point of contact for customer service-related issues and clinic services.

Customer Service Point of Contact

Name:

Office Phone #:

Mobile Phone #:

Email:

Ver: 11/2025 15

6.2 INVOICES

Vendor shall invoice the Procurement Entity. The standard format for invoicing shall be Single Invoices meaning that the Vendor shall provide the Procurement Entity with an invoice for each order. Invoices shall include detailed information to allow Procurement Entity to verify pricing at point of receipt matches the correct price from the original date of order. The following fields shall be included on all invoices, as relevant:

Vendor’s Billing Address, Customer Account Number, NC Contract Number, Order Date, Buyer’s Order Number, Manufacturer Part Numbers, Vendor Part Numbers, Item Descriptions, Price, Quantity, and Unit of Measure.

INVOICES MAY NOT BE PAID UNTIL AN INSPECTION HAS OCCURRED AND THE GOODS OR SERVICES ACCEPTED.

All invoices must be sent to the following addresses:

NC DHHS – Murdoch Developmental Center NC DHHS – Central Regional Hospital

ACCOUNTING DEPARTMENT ATTN: AP ACCOUNTING DEPARTMENT ATTN: AP

205-A WEST E ST 205-A WEST E ST

BUTNER, NC 27509 BUTNER, NC 27509

dhhs.ooc.ap.butner@dhhs.nc.gov dhhs.ooc.ap.butner@dhhs.nc.gov

NC DHHS – Cherry Hospital NC DHHS – Broughton Hospital

ACCOUNTING DEPARTMENT ATTN: AP ACCOUNTING DEPARTMENT ATTN: AP

1401 W ASH STREET 1000 SOUTH STERLING STREET

GOLDSBORO, NC 27530 MORGANTON, NC 28655

dhhs.ooc.ap.goldsboro@dhhs.nc. gov dhhs.ooc.ap.morganton@dhhs.nc.gov

6.3 ACCEPTANCE OF WORK

Performance of the work and/or delivery of Goods shall be conducted and completed at least in accordance with the Contract requirements and recognized and customarily accepted industry practices. Performance shall be considered complete when the Services or Goods are approved as acceptable by the Contract Manager.

Acceptance of Vendor’s work product shall be based on the following criteria:

1) 95% satisfactory rating of services as helpful to the health of patients/residents.

2) Onsite clinics provided as outlined in Section 5.0.

The State shall have the obligation to notify Vendor, in writing ten (10) calendar days following completion of such work or delivery of a deliverable described in the Contract that it is not acceptable. The notice shall specify in reasonable detail the reason(s) it is unacceptable. Acceptance by the State shall not be unreasonably withheld; but may be conditioned or delayed as required for reasonable review, evaluation, installation, or testing, as applicable to the work or deliverable. Final acceptance is expressly conditioned upon completion of all applicable assessment procedures. Should the work or deliverables fail to meet any specifications, acceptance criteria or otherwise fail to conform to the Contract, the State may exercise any and all rights hereunder, including, for Goods deliverables, such rights provided by the Uniform Commercial Code, as adopted in North Carolina.

6.4 TRANSITION ASSISTANCE

If a Contract results from this solicitation, and the Contract is not renewed at the end of the last active term, or is canceled prior to its expiration, for any reason, Vendor shall provide transition assistance to the State, at the option of the State, for up to six (6) months to allow for the expired or canceled portion of the Services to continue without interruption or adverse effect, and to facilitate the orderly transfer of such Services to the State or its designees. If the State exercises this option, the Parties agree that such transition assistance shall be governed by the terms and conditions of the Contract (notwithstanding this expiration or cancellation), except for those Contract terms or conditions that do not reasonably apply to such transition assistance. The State shall agree to pay Vendor for any resources utilized in performing such transition assistance at the most current rates provided by the Contract for performance of the Services or other resources utilized.

mailto:dhhs.ooc.ap.butner@dhhs.nc.gov mailto:dhhs.ooc.ap.butner@dhhs.nc.gov mailto:dhhs.ooc.ap.goldsboro@dhhs.nc.%20gov mailto:dhhs.ooc.ap.morganton@dhhs.nc.gov

Ver: 11/2025 16

6.5 DISPUTE RESOLUTION

During the performance of the Contract, the parties agree that it is in their mutual interest to resolve disputes informally. Any claims by the Vendor shall be submitted in writing to the State’s Contract Manager for resolution. Any claims by the State shall be submitted in writing to the Vendor’s Project Manager for resolution. The Parties shall agree to negotiate in good faith and use all reasonable efforts to resolve such dispute(s).

During the time the Parties are attempting to resolve any dispute, each shall proceed diligently to perform their respective duties and responsibilities under this Contract. The Parties will agree on a reasonable amount of time to resolve a dispute. If a dispute cannot be resolved between the Parties within the agreed upon period, either Party may elect to exercise any other remedies available under the Contract, or at law. This provision, when agreed in the Contract, shall not constitute an agreement by either party to mediate or arbitrate any dispute.

6.6 CONTRACT CHANGES

Contract changes, if any, over the life of the Contract shall be implemented by contract amendments agreed to in writing by the State and Vendor. Amendments to the contract can only be made through the contract administrator.

6.7 ATTACHMENTS

All attachments to this RFQ are found within the Ariba Sourcing Tool, and are incorporated herein, and shall be submitted by responding in the Sourcing Tool.

The remainder of this page is intentionally left blank

Ver: 11/2025 17

ATTACHMENT A: PRICING FORM

FURNISH AND DELIVER: Vendor shall provide Onsite Optometry Services as outlined in Section 5.0.

NOTE: Hourly rates listed within the Pricing forms below include travel rates, lodging, fuel costs, etc.

MURDOCH DEVELOPMENTAL CENTER

ITEM # ESTIMATED

ANNUAL

QTY

UOM DESCRIPTION UNIT PRICE

(PER HOUR)

EXTENDED

ANNUAL

VALUE

1 96 (12 months @ 8 hours per month)

Hours Onsite Optometry Service:

Two (2) four (4)-hour onsite clinics per month

TOTAL CONTRACT VALUE YEAR 1:

2 96 (12 months @ 8 hours per month)

OPTIONAL TOTAL CONTRACT VALUE YEAR 2:

3 96 (12

8 hours per month)

OPTIONAL TOTAL CONTRACT VALUE YEAR 3:

CONTINUED ON NEXT PAGE

Ver: 11/2025 18

CENTRAL REGIONAL HOSPITAL

ITEM # ESTIMATED

ANNUAL

QTY

UOM DESCRIPTION UNIT PRICE

(PER HOUR)

EXTENDED

ANNUAL

VALUE

1 96 (12 months @ 8 hours per month)

8 hours per month)

8 hours per month)

Ver: 11/2025 19

CHERRY HOSPITAL

ITEM # ESTIMATED

ANNUAL

QTY

UOM DESCRIPTION UNIT PRICE

(PER HOUR)

EXTENDED

ANNUAL

VALUE

1 96 (12 months @ 8 hours per month)

One (1) eight (8)-hour onsite clinic per month

8 hours per month)

8 hours per…