S-44300-00000483 OHA-RFA-5064 Final.pdf

STATE OF OREGON

COVER PAGE

Oregon Health Authority

TECHNICAL ASSISTANCE CONSULTANTS

REQUEST FOR APPLICATION (RFA)

OREGONBUYS NUMBER S-44300-00000483/OHA‐RFA-5064

Date of Issue: August 12, 2021 Closing Date: August 12, 2026

Single Point of Contact (SPC)

Terri Ruddell, Procurement and Contract Specialist 2

Oregon Department of Human Services/Oregon Health Authority Office of Contracts and Procurement Address: 635 Capital Street NE, Ste 350 Salem, Oregon 97301 Phone 503.945.6080 Fax 503.378.4324 E‐mail: theresa.m.ruddell@dhsoha.state.or.us

In compliance with the Americans with Disabilities Act, this document is available in alternate formats. To request an alternate format, please send an e‐mail to dhsalt@state.or.us or call 503.378.3486 (voice) or 503.378.3523 (TTY).

mailto:theresa.m.ruddell@dhsoha.state.or.us mailto:dhsalt@state.or.us

OregonBuys Number S-44300-00000483/OHA-RFA-5064/dap

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Table of Contents

SECTION 1 – PURPOSE/OVERVIEW

1.1. Introduction

1.2. Background and Overview

1.3. Authority

1.4. Definitions

SECTION 2 ‐ MINIMUM QUALIFICATIONS

2.1 Responsible Contractor

2.2 Experience and Qualification Criteria

SECTION 3 ‐ SCOPE OF WORK

3.1 Areas of Expertise

3.2 Scope of Work

SECTION 4 ‐ RFA PROCESS

4.1 Single Point of Contact (SPC)

4.2 Closing Date for Submittal of Applications

4.3 Questions, Answers, and Addenda

SECTION 5 ‐ APPLICATION REQUIREMENTS

5.1 Application Submittal

5.2 Application Packet

SECTION 6 ‐ APPLICATION EVALUATION & CONTRACTOR ENROLLMENT

6.1. Final Selection and Award

6.2. Application Rejection

SECTION 7 ‐ GENERAL INFORMATION

7.1. Changes/Modification and Clarifications

7.2. Reservation of OHA Rights

7.3. Application Modification or Withdrawal

7.4. Notification of Application Evaluation Decision

7.5. Public Information

7.6. Cost of Application

7.7. Price Agreement Period and Modifications

7.8. Contractual Obligation

7.9. Price Agreement Documents

ATTACHMENT 1 – OHA TA CONSULTANT APPLICATION

ATTACHMENT 2 – SAMPLE PRICE AGREEMENT

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SECTION 1 – PURPOSE/OVERVIEW

1.1. Introduction

The State of Oregon, acting by and through the Oregon Health Authority, (“Agency” or “OHA” interchangeably), requests Applications from qualified firms, non‐profits, governmental agencies, coalitions or individuals to provide technical assistance (TA) to Coordinated Care Organizations (CCOs) across Oregon as well as provide assistance to other publicly funded health programs, tribal health programs, OHA contracted health systems, or other OHA program areas that work on health systems transformation. TA will be delivered through consultation, training, and presentations in 21 defined subject areas of expertise. Applicants do not need to possess experience and expertise in all subject areas to apply.

OHA expects to issue multiple Price Agreements as a result of this solicitation. Work to be performed under each Price Agreement will be authorized through individual Work Order Contracts (WOCs) to be issued for each TA Request. Individual WOCs issued from a Price Agreement shall not exceed $150,000.00. There is no limit on the cumulative cost of all WOCs under one Price Agreement.

OHA reserves the right to amend the resulting Price Agreements in accordance with applicable statutes and rules for additional time up to a total of 5 years for extra or additional Work or changes in terms and conditions, so long as the amendments are related to the scope of this solicitation.

All persons or firms submitting Applications are referred to as Applicants in this Request for Applications (RFA); after execution of a Price Agreement, the awarded Applicant will be designated as “Contractor” or “TA Consultant” interchangeably.

The Scope of Work is shown in Section 3 of this RFA. This will serve as the final Statement of Work to be included in the resulting Price Agreements. A slightly modified version will be used for governmental agencies.

1.2. Background and Overview

CCOs support Oregon in achieving the triple aim of improving health, improving care, and lowering costs. CCOs are community‐based entities governed by a group of care providers, community members and other entities bearing the financial cost of health care.

The CCO model focuses on the integration and coordination of physical, behavioral, and oral health care by shifting to a payment system that rewards outcomes rather than volume, by aligning incentives across medical care and long‐term care services and by partnering with community public health systems and community organizations to improve population health.

The CCO model is moving Oregon toward a system that does not address health in clinical settings alone but addresses the many other social and environmental factors that contribute to health and wellness.

OHA envisions an Oregon where everyone has the opportunity to be healthy. Essential to achieving that vision is the ability to identify and effectively address health inequities in the health delivery system. Health inequities, also described as disparities, are avoidable negative health outcomes experienced by certain populations based on historic and current unjust policies and practices. There are specific culturally and socially diverse communities within Oregon that experience significant health disparities.

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OHA seeks to obtain a pool of subject matter experts in key subject areas, to extend OHA’s capacity and capability to offer TA to CCOs across Oregon as well as provide assistance to other publicly funded health programs, tribal health programs, OHA contracted health systems, or other OHA program areas that work on health systems transformation. OHA refers to this pool of subject matter experts as the Technical Assistance Consultants, hereinafter referred to as “TA Consultants” or “Contractors” interchangeably.

OHA will develop, approve, and track TA Requests and assign to TA Consultant at its discretion.

Requests from other publicly funded health programs, tribal health programs, OHA contracted health systems, or other OHA program areas that work on health systems transformation will be assessed on a case‐by‐case basis.

1.3. Authority

OHA issues this RFA under the authority of Special Procurement No. 826‐16.

1.4. Definitions

For purposes of this RFA and corresponding Price Agreement, the terms below shall have the following meanings:

a. Applicant: a potential Contractor who applies to OHA pursuant to this RFA with the goal of entering into a Price Agreement with OHA to provide Technical Assistance.

b. Application: the TA Consultant Application Form attached to this RFA as Attachment 1, as completed by an Applicant and submitted to OHA pursuant to this RFA.

c. Community Advisory Council (CAC): a CCO must have a CAC to ensure that the health care needs of the consumers and the community are being addressed. The CAC must meet the requirements of ORS 414.627.

d. Coordinated Care Organization: is a community‐based organization meeting the requirements of ORS 414.625 and governed by a group of care providers, community members, and entities bearing the financial cost of health care.

e. Contractor: The Applicant selected through this RFA to enter into a Price Agreement with OHA to provide TA. The terms Contractor and TA Consultant are interchangeable.

f. Key Personnel or Key Persons: the person or persons on Contractor’s staff to be assigned to provide services under the Price Agreement.

g. Office of Contracts and Procurement (OC&P): The State entity responsible for the procurement process for OHA.

h. Price Agreement: the form of Contract awarded to qualifying Contractors as a result of this RFA process.

i. RFA: Request for Application is the type of solicitation process used to obtain Contractors.

j. Technical Assistance Consultant (TA Consultant): The terms Contractor and TA Consultant are interchangeable. See definition for Contractor above.

k. Technical Assistance Coordinator (TA Coordinator): OHA staff member responsible for administering the Work Order Contract.

l. Technical Assistance Request (TA Request): a request for training, consultation, or information from OHA.

m. Technical Assistance Requestor (TA Requestor): OHA or an approved individual, Technical Assistance Consultants Page 5 of 49 group, governmental agency, tribal government, or organization requesting TA.

n. Work: the required activities, tasks, deliverables, reporting, and invoicing requirements, as provided for under this RFA.

o. Work Order Contract (WOC): the form of Contract that will be issued under a Price Agreement for each TA Request.

p. Work Plan: is a detailed description of the Work to be performed under each Work Order Contract. Usually included as an attachment to the Work Order Contract.

SECTION 2 ‐ MINIMUM QUALIFICATIONS

Applicant must meet all the minimum qualifications as described in this section.

2.1 Responsible Contractor

Applicant must meet the responsibility requirements identified in ORS 279B.110.

Applicant is not required to have offices physically located in the State of Oregon but must have their business name registered in Oregon.

2.2 Experience and Qualification Criteria

2.2.1 Applicant must demonstrate that they have a minimum of 3 years’ experience providing technical assistance or similar services to local or state government agencies, health care organizations, health plans, health care providers, state or local public health agencies and organizations, or community-based organizations. OHA may reject any Application that lack dates showing when services were performed.

2.2.2 Applicant must demonstrate that they have a minimum of 5 years’ experience in one or more topic areas of expertise outlined in this RFA. Relevant experience in these areas might include but is not limited to policy development and analysis, organizational assessment, and development; strategic planning and implementation, change management, curriculum development and training implementing quality improvement strategies, data collection and analysis. Applicant shall submit no more than 2 pages for each subject area of expertise for which they are applying. OHA will consider years of experience on different projects involving different personnel within the same Applicant to be cumulative. OHA may reject Applications that lack dates when work was performed.

SECTION 3 ‐ SCOPE OF WORK

3.1 Areas of Expertise

Contractor may provide TA to CCOs across Oregon as well as provide assistance to other publicly funded health programs, tribal health programs, OHA contracted health systems, or other OHA program areas that work on health systems transformation.

Examples of other Health Policy and Analytics Division (HPA) Programs include, but are not limited to the, Patient Centered Primary Care Home Program, the Statewide CCO Learning Collaborative, Health Policy, Office of Health Information Technology, and Health Analytics. Other OHA Programs also include non‐HPA programs whose scope of work overlaps with the HPA Division’s health system transformation work. HPA’s health system transformation work supports CCOs, CACs, and tribal health system and other plans and payers to learn about or share evidence‐based and emerging best practices from recognized experts and each other and help advance innovative health system transformation strategies across the state.

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Additionally, the HPA continues to adopt new strategies to further advance behavioral and oral health integration; population health integration, including social determinants of health and health equity; incentive measure work; value-based payment methods; and other clinical delivery support.

TA will be delivered in a variety of formats including consultation, training, and presentations in the subject areas of expertise listed herein and further described below:

• Analytical modeling

• Behavioral health integration

• Community health improvement plan review, implementation, and evaluation

• Early learning systems and strategies

• Economic and financial modeling

• Engagement strategies for person and family‐centered health care systems

• Health information technology

• Health systems leadership

• Health systems research, including program evaluation

• Improving health equity

• Incentive metrics (link to current list of metrics provided below in Section 3.1.11, updated yearly)

• Oral health integration

• Organizational development

• Primary care transformation, including patient‐centered primary care homes

• Project management

• Public health integration

• Public policy facilitation

• Quality improvement science

• Strategies to address rising pharmaceutical costs

• Strategies to address the social determinants of health

• Value-based payment and payment strategies

3.1.1 Analytical modeling

Analytical modeling can help OHA, CCOs and other health systems work through how proposed changes to health care delivery may influence the changes they seek, whether in member health or in provider behavior, and help CCOs and other healthy systems choose from among a menu of possible interventions.

3.1.2 Behavioral health integration (BHI)

CCOs are required to implement activities to integrate mental/behavioral health, addiction treatment and physical health into the CCO model. OHA’s work with CCOs suggests that OHA Programs and CCOs could benefit from TA in areas in the context of behavioral health, including, but not limited to: behavioral health consultants, clinical practice, behavioral

Technical Assistance Consultants Page 7 of 49 health homes, care paths/protocols, certified comprehensive behavioral health clinics, medical practice in an integrated model, older adult behavioral health, primary care practitioner role in BHI, pediatric practice in an integrated model, population needs assessment, integrated psychiatry, substance use disorders, Screening, Brief Intervention, and Referral to Treatment (SBIRT), sustainability, team development, telehealth, traditional health workers, trauma informed care, work processes/work flows and workplace/clinic design. In addition, BHI expertise can enhance other areas of expertise named elsewhere in this RFA.

3.1.3 Community health assessment and improvement plan review, implementation, and evaluation

CCOs’ CACs partner with their local public health authority, local mental health authority, community-based organizations, academic institutions, and hospital systems to develop a shared community health assessment (CHA) process, which includes conducting the assessment and developing a community health improvement plan (CHP). CCOs must engage diverse representatives of critical populations and community stakeholders in the CHA, and they must identify health disparities in their communities. The plan adopted by each CAC must describe the scope of the activities, services, and responsibilities the CCO will consider upon implementation. The first CCO CHAs and CHPs were completed in 2014, and CACs are required to publish annual progress reports for their improvement plans. For more details, see OAR 410‐141‐3145.

3.1.4 Early learning systems and strategies to improve children’s health

Early learning services are those services provided to children and their families to support growth and development from birth to age five or Kindergarten entry. In Oregon, regional Early Learning Hubs are directed by statute to accomplish three specific goals: (1) create an early childhood system that is aligned, coordinated, and family‐centered; (2) ensure that children arrive at school ready to succeed; and (3) ensure that Oregon’s young children live in families that are healthy, stable, and attached. Enhancing strategies and improving coordination between CCOs and early learning services supports improved metrics, increased patient/family engagement, increased capacity to address child and family well‐being, and coordinated services to CCO members aged 0‐5 to achieve mutual health goals.

3.1.5 Economic and financial modeling

Economic and financial modeling can help health systems predict how decisions they make regarding health care delivery and payment structures may affect their bottom line, as well as the financial impacts to the providers with whom they contract.

3.1.6 Engagement strategies for person and family‐centered health care systems

Engagement, broadly defined, is an active partnership among individuals, families, health care clinicians, staff, and leaders to improve the health of individuals and communities, and to improve the delivery of health care. Collaborative individual and family engagement are an important strategy for developing a person and family‐ centered system of care.

Through the systematic application of the principles, strategies and practical tools of person and family‐centered care, CCOs can increase meaningful engagement of individuals and families in their own health and in the programs and policies governing health care services.

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3.1.7 Health information technology

OHA may coordinate technical assistance services to assist stakeholders in optimal use of available health information technology. Health information technology is an integral component of health system transformation because the coordination of clinical and systems‐ level data delivery can provide new information to facilitate improved health outcomes.

3.1.8 Health systems leadership

OHA is committed to developing a culture of improvement and transformation across the health delivery system. To achieve this aim, OHA seeks expertise in leadership development within the context of health systems to support individuals and organizations to adopt leadership models that develop and foster the mental models, knowledge base, skills, and tools to achieve effective, visionary leadership across health systems and sectors. Leadership development may include knowledge of how leadership practices influence staff motivation and team work;

strategies for strengthening leadership at the individual, team, and system levels;

the ways different health care contexts support effective leadership or reduce its effectiveness, and how to plan and coach for staff succession.

3.1.9 Health systems research, including program evaluation

CCOs, tribal health systems and other publicly funding health plans may coordinate several simultaneous programs or initiatives supporting health system transformation, including but not limited to, transformation and quality strategy plans and performance improvement projects.

Health services research, also known as health systems research or health policy and systems research, is a multidisciplinary scientific field that examines how people get access to health care practitioners and health care services, how much care costs, and what happens to patients as a result of this care. Studies in health systems research investigate how social factors, health policy, financing systems, organizational structures and processes, medical technology, and personal behaviors affect access to health care, the quality and cost of health care, and quantity and quality of life. It brings together social science perspectives with the contributions of individuals and institutions engaged in delivering health services.

Program evaluation provides a systematic assessment of the processes and/or outcomes of a program with the intent of furthering its development and improvement. Evaluation also supports the identification and spread of promising or best‐practices and provides findings for data‐based decisions.

3.1.10 Improving health equity

Health equity means reaching the highest possible level of health for all people.

Health inequities are a result of health, economic and social policies that have disadvantaged communities of color, immigrants and refugees, and other diverse groups over generations. These disadvantages result in tragic health consequences for diverse groups and increased health care costs for everyone. Achieving health equity supports the triple aim of better health, better care and lower costs.

Supporting leadership engagement and staff education helps to build organizational priorities and strategic intent to incorporate health equity principles and achieve equitable outcomes in systems planning and design.

Health equity spans many topics:

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3.1.10.1 Assuring communications, outreach, member engagement, and services are tailored to cultural, health literacy, and linguistic needs.

3.1.10.2 Assuring that the culturally diverse needs of members are met.

3.1.10.3 Developing a quality improvement plan focused on eliminating racial, ethnic, and linguistic disparities in access, quality of care, experience of care, and outcomes.

Strategies to address health equity include:

3.1.10.4 Gathering accurate data about race, ethnicity, language, disability, sexual orientation, and gender identity.

3.1.10.5 Managing projects, such as the implementation of pilots, to address identified inequities.

3.1.10.6 Designing and implementing programs to close health equity gaps.

3.1.10.7 Training CCO staff to apply a health equity lens to quality improvement work.

The OHA Office of Equity and Inclusion serves as a leader and catalyst in helping the OHA to promote equitable health and human services for communities of color, Indian tribal governments, and other multicultural groups.

3.1.11 Incentive metrics

OHA uses quality health metrics to show how well publicly funded programs are improving care, making quality care accessible, eliminating health disparities, and curbing the rising cost of health care. OHA tracks a set of incentive metrics, in addition to state performance metrics, to monitor progress. For CCOs, outcome and quality measures have been developed by OHA. Funds from a quality pool are awarded to CCOs based on their annual performance on these incentive measures.

OHA may provide TA to support improvement of incentive measures.

Applicant must specify the appropriate incentive metrics subcategory when applying.

Applicant must possess at least 5 years of expertise in said subcategory and must clearly demonstrate how that experience has been gained. Only those subcategories will be considered when approving the Application.

A list of the 2021 incentive metrics reported under the program can be found at:

https://www.oregon.gov/oha/HPA/ANALYTICS/CCOMetrics/2021-CCO-incentive-measures-updated-10.2020.pdf Metrics subcategories are subject to change yearly, so it is the responsibility of the Applicant to check the link below for the updated metrics. Applicants who wish to add new incentive metric expertise after their initial Application may do so by submitting a revised Application for approval. If Applicant is approved for additional subcategories, a Price Agreement Amendment will be executed.

https://www.oregon.gov/oha/hpa/analytics/pages/cco-metrics.aspx

3.1.12 Oral health integration

CCOs are required to integrate oral health into the coordinated care model. CCOs, oral health care providers, and community partners across the State are working together to improve oral health for children and adults.

https://www.oregon.gov/oha/HPA/ANALYTICS/CCOMetrics/2021-CCO-incentive-measures-updated-10.2020.pdf https://www.oregon.gov/oha/HPA/ANALYTICS/CCOMetrics/2021-CCO-incentive-measures-updated-10.2020.pdf https://www.oregon.gov/oha/hpa/analytics/pages/cco-metrics.aspx

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3.1.13 Organizational development

Organizational development includes planned, organization‐wide efforts to increase an organization’s effectiveness and health. It is focused on building capacity and managing change in organizations through the individuals who make up the organization.

Organizational development may include support to build and maintain high‐ performing groups, strategies for successful communication, and methods for increasing individual engagement and retention.

3.1.14 Primary care transformation, including patient‐centered primary care homes

The OHA Transformation Center supports primary care policy and includes the Patient‐Centered Primary Care Home Program. The center develops policy and provides technical assistance to improve primary care in areas related to transformation. This includes coaching, quality improvement, measurement, and planning to achieve patient‐centered primary care home recognition.

3.1.15 Project management

Project management refers to the application of processes, methods, knowledge, skills, and experience to execute projects effectively and efficiently. Project management applies communication, leadership, time management, negotiation, personal organization, and risk management skills to planning, executing, and closing successful projects. CCOs, Tribes, and health systems coordinate several simultaneous programs or initiatives supporting health system transformation.

Effective project management is a strategic competency that enables CCOs, Tribes and health systems to tie their many project results to broader organizational goals.

Project management experience would include initiating, planning, executing, controlling, and closing the work of a team to achieve specific goals and meet specific success criteria at the specified time.

3.1.16 Public health integration

Public health integration refers to the integration of population‐based, preventive health services and system changes into the CCOs’ implementation of the coordinated care model that supports a shared goal of population health. The HPA Division partners with the OHA Public Health Division to coordinate technical assistance for CCOs. The OHA Public Health Division is part of Oregon’s public health system and supports the Triple Aim of better health, better care, and lower costs by collecting and monitoring data on the health of Oregonians and using that data to implement community health strategies that work.

3.1.17 Public policy facilitation

OHA, CCOs, Tribes, and other parts of the health care system often need to bring stakeholders with diverse perspectives together to advance health system transformation. Sometimes, seeking solutions to emerging issues requires the help of an impartial intermediary to facilitate public policy discussions. Public policy facilitators guide decision-making processes through transparent, unbiased leadership of meetings and other forms of group communication.

3.1.18 Quality improvement science

CCOs and publicly funded health programs are required to report on several quality and incentive metrics, and they receive financial incentives for achieving

Technical Assistance Consultants Page 11 of 49 performance benchmarks. They are engaged in many improvement projects including those outlined in their transformation and quality strategy plans and performance improvement projects. Quality improvement strategies and tools can help identify inefficiencies, ineffective care, and preventable errors to then influence system changes. Techniques involve assessing performance and using findings to inform change.

3.1.19 Strategies to address rising pharmaceutical costs

New breakthrough medications coming to market are offering the chance to better treat and cure disease. Strategies to address rising pharmaceutical costs for CCOs, other publicly funded health programs or OHA contracted health systems, and other OHA programs are necessary to provide sustainable delivery.

3.1.20 Strategies to address social determinants of health

The World Health Organization defines social determinants of health (SDOH) as the conditions in which people are born, grow, live, work and age. These circumstances are shaped by the distribution of money, power, and resources at global, national, and local levels. The SDOH are mostly responsible for health inequities ‐ the unfair and avoidable differences in health status. For example, poverty limits access to healthy foods and safe neighborhoods; education is a predictor of better health; and clear health disparities in communities with unstable housing, low income, unsafe neighborhoods, or substandard education.

3.1.21 Value‐based payment and payment strategies

As part of Oregon’s health system transformation, CCOs must find innovative ways to provide efficient and effective care to Medicaid enrollees. CCOs are expected to implement value‐based payments and payment strategies for provider compensation in accordance with the principles of equity, accountability, simplicity, transparency and affordability or cost containment. CCOs have the flexibility to choose which methods they implement. Models that have shown promise include:

3.1.21.1 Patient‐centered primary care home payments;

3.1.21.2 Bundled payments including case rates, fee‐for‐service with risk sharing, and episode payments;

3.1.21.3 Risk and gain‐sharing arrangements between health plans and their providers;

3.1.21.4 Service agreements aligning incentives for specialty and primary care physicians; and

3.1.21.5 Quality bonuses or other performance incentives.

Oregon continues to deepen its focus on addressing the SDOH and improving health equity across all low‐income, vulnerable Oregonians to improve population health outcomes.

Addressing SDOH requires the deployment of various strategies, including the use of health‐ related services, payment enhancements (i.e., enhanced rate setting methodology) and contracting strategies. Within Oregon’s coordinated care model, OHA plans to further integrate physical, behavioral, and oral health services and behavioral health and improve social determinants of health, while continuing to maintain a sustainable rate of growth of health care costs.

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3.2 Scope of Work

The Scope of Work to be performed under any Price Agreement awarded through this RFA and subsequent Work Order Contract will be performed in accordance with the following process:

Task 1 –Contractor and OHA shall negotiate mutually agreeable number of hours per project and sequencing of projects to meet both Contactor and OHA needs. OHA cannot guarantee a set number of hours for a Contractor as it will be dependent upon the need.

Deliverable 1 – Contractor shall provide timely subject matter expertise to OHA or OHA approved TA Requestor. Timely shall be understood to mean that the Contractor will confirm availability to meet a TA Request within 5 work days after request from TA Coordinator, and that a Work Plan will be developed and conducted in the timeframe agreed upon in the TA Work Plan.

Task 2 – OHA staff shall draft and Contractor shall refine and approve a TA Work Plan for each TA project, including establishing goals and expected outcomes, activities, timelines, deliverables, length of service, consultation hours necessary, and travel costs to satisfy the TA project, collaborating with OHA and where relevant, the TA Requestor. The final Work Plan shall be used to execute a Work Order Contract. Any TA hours above those approved in the Work Order Contract must be approved in advance and in writing by OHA via a Work Order Contract amendment or a new Work Order Contract.

Deliverable 2a – OHA shall draft and Contractor shall refine and approve, a TA Work Plan for each TA project that describes the TA goals and expected outcomes, activities, timelines, deliverables, length of service, consultation hours necessary, and travel costs, to be approved by OHA. Work Plans will be developed in collaboration with all parties to the TA project and will reflect the roles, responsibilities, and lines of communication for each party as well as milestones and a project timeline. OHA will provide final review, approval, and completion of the Work Order Contract.

Deliverable 2b – Kick‐off meeting - Where a TA Requester is involved, Contractor shall facilitate a meeting with the TA Requestor and OHA TA Coordinator to review the executed Work Order Contract and discuss timelines and deliverables for the TA Request. The OHA TA Coordinator will schedule the meeting and the Contractor will facilitate the meeting. The timing for this kick‐off meeting shall be negotiated between Contractor, OHA TA Coordinator and if applicable, TA Requestor.

Task 3 – Contractor shall implement the executed TA Work Order Contract within the established number of consulting hours and collaborate with the OHA TA Coordinator and TA Requestor as needed. If requested by OHA, written status reports will be submitted on a regular basis, as agreed upon at the initiation of a Work Order Contract.

Deliverable 3 – Written status reports - As requested by OHA, status report shall include a summary of TA provided in the Work Order Contract defined timeframe for each TA Request and any challenges or barriers to completing the TA within the Work Order Contract’s noted timeframe. A Contractor may submit a single update on multiple concurrent Work Order Contracts to OHA through a mutually agreed upon process.

Task 4 – For Work Order Contracts involving a TA Requestor, Contractor shall institute an evaluation process with each TA Requestor for Work performed.

Deliverable 4a – Evaluation tool ‐ OHA may, on a Work Order basis, require Contractor to create and use an appropriate tool, such as a survey, to evaluate TA provided.

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Deliverable 4b – Evaluation distribution ‐ When OHA requires Contractor to create and use an evaluation tool, within one week of the completion of the TA Request, the Contractor will distribute the evaluation tool to TA participants.

Task 5 – Contractor shall summarize and evaluate all TA provided.

Deliverable 5a – “Completed TA Packet” ‐ Contractor shall submit the packet to TA Coordinator within four weeks of completion of the TA Request. There is an OHA provided template for the Completed TA Packet, which includes:

1. A summary description of the TA services provided;

2. Outcomes;

3. Slides, handouts, any materials to be used as resources and a list of recommendations to further learning related to the training provided (if not yet submitted with monthly reports);

4. List of relevant resources and recommendations for TA Requestor and OHA; and

5. Evaluation summary ‐ this will include a spreadsheet of the evaluation results in a format compatible with Microsoft Excel, and a narrative summary in a format compatible with Microsoft Word.

Deliverable 5b – Wrap‐up meeting ‐ If a wrap‐up meeting is included in the Work Order Contract, the Contractor shall facilitate a meeting within one week of submission of the Completed TA Packet. The OHA TA Coordinator will schedule the meeting and the Contractor will facilitate the meeting. Meeting will be attended by the TA Requester, where relevant, and OHA TA Coordinator to review the evaluation results and debrief the TA experience.

SECTION 4 ‐ RFA PROCESS

4.1 Single Point of Contact (SPC)

All communications with OHA concerning this RFA must be directed to:

Terri Ruddell, Procurement & Contracting Specialist 2 Oregon Department of Human Services/Oregon Health Authority

Office of Contracts and Procurement 635 Capital Street NE, Ste 350

Salem, Oregon 97301 Phone: 503.945-6080

E‐mail: theresa.m.ruddell@dhsoha.state.or.us

Any contact regarding this RFA with other State employees or officials may result in inaccurate information and delay of Application processing. Any oral communications will be considered unofficial and non‐binding. The OregonBuys website. will be used to distribute all information regarding this RFA. The RFA may be viewed at https://oregonbuys.gov/bso/. Timeline for RFA and Application Submission is:

RFA Opens: August 12, 2021

RFA Closes: August 12, 2026

4.2 Closing Date for Submittal of Applications

The Office of Contracts and Procurement will receive Applications on a continuous basis until 3:00 PM local time, on April 26, 2026. Applications must be submitted via email only to the SPC listed in Section 4.1 above and must clearly identify OregonBuys Number S-44300-00000483/OHA-RFA-mailto:theresa.m.ruddell@dhsoha.state.or.us https://oregonbuys.gov/bso/

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5064.

Applications received after the closing date and time are late and will not be considered.

Applications will be evaluated by OHA at any time after receipt.

4.3 Questions, Answers, and Addenda

Questions about this RFA document, including specifications, terms and conditions, or the solicitation process must be in writing and submitted via email only to the SPC, identified in Section 4.1. OHA will not automatically mail copies of any addenda or answers but will publish any Addenda or Questions and Answers in OregonBuys on an ongoing, as needed basis.

Addenda and Questions and Answers may be downloaded from OregonBuys. Applicants are responsible to frequently check OregonBuys until the date of RFA Closing.

SECTION 5 ‐ APPLICATION REQUIREMENTS

5.1 Application Submittal

Submissions in response to this RFA must be in the form of an Application Packet submitted via email to the SPC. The Application Packet shall consist of the signed TA Consultant Application and all required supporting materials included in one .pdf document. The subject line of the email must clearly indicate "APPLICATION FOR OregonBuys Number S-44300-00000483/OHA-RFA-5064”.

5.2 Application Packet

Application Packet must include the items listed in this Section and must meet minimum requirements listed in Section 2. All materials should be in the order listed below. Attach additional sheets as necessary. Unless otherwise specified, no particular form is required.

Only those Applicants who meet the minimum qualifications and who provide all required Application supporting materials will be awarded a Price Agreement to provide Work under this RFA.

5.2.1 Application

Complete all sections of the TA Consultant Application (Attachment 1) and include it as the top of the Application Packet.

5.2.2 Work Experience Summary

Provide supporting material to establish that the Applicant satisfies all the requirements set forth in Section 2, Minimum Qualifications, of this RFA. Applicant shall submit a summary of no more than 2 pages for each subject area of expertise.

5.2.3 Hourly Rates

Applicant must provide a document that specifies hourly rates. Rates must be fully loaded, and details of fringe benefits should not be included. If an Applicant has multiple rates, depending on job position, please specify each rate and associated position.

5.2.4 References

Provide at least 2 references that will be contacted to verify the quality of Applicant’s previous work in the proposed areas of expertise.

5.2.5 Resume

Applicant must submit resumes of Key Personnel, which demonstrate that they meet the minimum qualifications listed in Section 2 of the RFA.

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SECTION 6 ‐ APPLICATION EVALUATION & CONTRACTOR

ENROLLMENT

Applications must be complete at the time of submission. OHA will designate an Evaluation Panel that will meet as necessary until the closing date of this RFA, to conduct a comprehensive and impartial evaluation of the Applications received to determine whether each Applicant meets all qualifications.

Applicants whom OHA determines, at its sole discretion, to be qualified to perform Work pursuant to this RFA will have their Applications accepted, be issued a Price Agreement, and be enrolled on the TA Consultants webpage.

Applications may be evaluated by OHA any time after receipt. Price Agreements will be issued on an ongoing basis until the RFA closes. During the evaluation process, OHA reserves the right to obtain clarification from Applicants regarding their Application materials. Applicants may submit additional materials to document their qualifications until this RFA is closed.

6.1. Final Selection and Award

Award will be made to each responsive and responsible Applicant that meets all the requirements of this RFA. OHA may choose not to award a Price Agreement.

6.2. Application Rejection

OHA may reject an Application if the Applicant fails to substantially comply with all prescribed solicitation procedures and requirements, including lack of information around experience (specific information or dates) or lack of response from references or poor references.

SECTION 7 ‐ GENERAL INFORMATION

7.1. Changes/Modification and Clarifications

When appropriate, OHA will issue revisions, substitutions, or clarifications as addenda to this RFA. Changes/modifications to the RFA shall be recognized only if in the form of written addenda issued by OHA and posted on OregonBuys website. Minor updates may be made to the price agreement template without notification.

7.2. Reservation of OHA Rights

OHA reserves all rights regarding this RFA, including, without limitation, the right to:

• Amend or cancel this RFA without liability if it is in the best interest of the public to do so;

• Establish additional subject areas of expertise for technical assistance;

• Reject all Applications received by reason of this RFA upon finding that it is in the best interest of the public to do so;

• Waive any minor informality;

• Seek clarification of each Application. This could be in the form of an interview/oral presentation or a written request for clarification of information contained in the Application;

• Reject any Application that fails to substantially comply with all prescribed procedures and requirements of the Application process;

• Amend or extend the term of any Price Agreement or subsequent Work Order Contract that is issued as a result of this RFA;

• Hold Applications until Applicant meets the minimum qualifications established in the RFA;

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• Waive Professional or Automobile Insurance requirements on a case by case basis. If Professional or Automobile Insurance is waived by OHA, it will be established in Exhibit C, “Insurance Requirements” of Contractor’s Price Agreement; and

• Reject any Application upon finding that to accept the Application may impair the integrity of the procurement process or that rejecting the Application is in the public’s best interest.

7.3. Application Modification or Withdrawal

Modifications. Applicant may modify its Application in writing prior to acceptance and in accordance with Section 4.3, above. The Applicant must mark the submitted modification “Application Modification OregonBuys Number S-44300-00000483/OHA-RFA-5064” and submit via email to the RFA SPC.

Withdrawals: An Applicant may withdraw its Application prior to acceptance by written notice, signed by an authorized representative of the Applicant, delivered to the RFA SPC in the same manner as set forth in Section 4.3, above. The Contractor must mark the written request to withdraw “Application Withdrawal to OregonBuys Number S-44300-00000483/OHA-RFA-5064”.

7.4. Notification of Application Evaluation Decision

Applicants will be notified in writing of the evaluation decision regarding their Application and, for successful Contractors, the OHA timeline for Price Agreement execution.

7.5. Public Information

All Applications are considered public information once they have been opened. However, copies of Applications will not be released until the evaluation process has been completely closed. Any person may request copies of public information, in writing to the Single Point of Contact listed in Section 4.1 of this RFA. A fee per page copied will be assessed and payment must be made before copies will be released. If any part of an Application is considered a trade secret, the Applicant must clearly designate that portion as confidential to obtain protection, if any, from disclosure. See Oregon Revised Statutes 192.501(2) and 646.461 to 646.475.

7.6. Cost of Application

All costs incurred in preparing and submitting an Application in response to this RFA will be the responsibility of the Applicant and will not be reimbursed by OHA.

7.7. Price Agreement Period and Modifications

The Price Agreement issued under this RFA shall be for a maximum term of 5 years from execution. Modifications shall be by written amendment duly executed by the parties to the original Price Agreement.

7.8. Contractual Obligation

Applicants submitting an Application in response to this RFA understand and agree that OHA is not obligated thereby to enter into a Price Agreement with any Applicant and, further, has absolutely no financial obligation to any Applicant or Contractor.

7.9. Price Agreement Documents

The final Price Agreement will be based on the Sample Price Agreement, which is attached as Attachment 2 to this RFA, and will include all exhibits and attachments identified in the Sample Price Agreement. The terms and conditions included in Attachment 2 are not subject to negotiation. A slightly modified version will be used for governmental agencies.

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ATTACHMENT 1 – OHA TA CONSULTANT APPLICATION

A. APPLICANT INFORMATION. Please print or type the requested information.

Applicant’s Business Name (As filed with the IRS):Click or tap here to enter text.

Contact Name:Click or tap here to enter text. FEIN/SSN #:Click or tap here to enter text.

Email:Click or tap here to enter text. Phone #:Click or tap here to enter text.

Mailing Address:Click or tap here to enter text.

B. APPLICATION FOR THE FOLLOWING AREAS OF EXPERTISE. Please check all that apply.

☐Analytic modeling ☐Health systems leadership ☐Project management

☐Behavioral health integration ☐Health systems research, including program evaluation

☐Public health integration

☐Community health and assessment improvement plan, review, implementation, and evaluation

☐Improving health equity ☐Public policy facilitation

☐Early learning systems and strategies to improve children’s health

☐Incentive metrics ☐Quality improvement science

☐Economic and financial modeling ☐Oral health integration ☐Strategies to address rising pharmaceutical costs

☐Engagement strategies for person and family‐centered health care systems

☐Organizational development ☐Strategies to address the social determinants of health

☐Health information technology ☐ Primary care transformation, including patient‐centered primary care homes

☐ Value‐based payment and payment strategies

2021 Incentive Metrics. Applicant must check all subcategories that apply.

☐Assessments for children in DHS custody ☐Depression screening and follow-up plan (EHR)

☐Initiation and engagement of alcohol or other drug treatment

☐Child and adolescent well-care visits ☐Disparity measure: ED utilization among members with mental illness

☐Oral evaluation for adults with diabetes

☐Childhood immunization status ☐Drug or alcohol misuse screening

(SBIRT)(EHR)

☐Prenatal and postpartum care

☐Cigarette smoking prevalence (EHR) ☐Health Equity: Meaningful language access to culturally responsive health care services

☐ Preventative dental visits, ages 1-5 (kindergarten readiness) & 6-14

☐Comprehensive diabetes care: HbA1c poor control (EHR)

☐Immunization for adolescents

C. WORK EXPERIENCE SUMMARY (in addition to checking the applicable boxes above)

Per Section 2 – Minimum Requirements, Applicant must submit supporting materials to show proof of 5 years’ experience and/or qualifications for each area of expertise checked above. Proof of experience and qualifications includes but is not limited to project descriptions with clear timeframes, resumes or curricula vitae. Applicant shall submit a summary of no more than 2 pages for each subject area of expertise.

Per Section 2 – Minimum Requirements, Applicant must submit supporting materials to show proof of 3 years’ experience providing technical assistance in any category.

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D. HOURLY RATES

Applicant must provide a document that specifies hourly rates. Rates must be fully loaded, and details of fringe benefits should not be included. If an Applicant has multiple rates, depending on job position, please specify each rate and associated position. The final rates will be negotiated and established between OHA and Applicant when the Price Agreement is issued.

Time spent in travel status may be paid at 50% of the hourly rates and travel must be pre‐ approved, in writing, by OHA. Travel related expenses will be reimbursed at GSA approved rates (http://www.gsa.gov/portal/category/100120) upon submission of required receipt(s).

E. REFERENCES

Provide at least two references with telephone numbers (please verify numbers). References will be contacted to verify the quality of Applicant’s previous work in the proposed areas of expertise.

Poor references or lack of response from references will affect the Application approval process.

REFERENCE No. 1:

Organization Name: Click or tap here to enter text. Telephone: Click or tap here to enter text.

Contact Person: Click or tap here to enter text. Fax: Click or tap here to enter text.

Project Title: Click or tap here to enter text. Email: Click or tap here to enter text.

REFERENCE No. 2:

Organization Name: Click or tap here to enter text. Telephone: Click or tap here to enter text.

Contact Person: Click or tap here to enter text. Fax: Click or tap here to enter text.

Project Title: Click or tap here to enter text. Email: Click or tap here to enter text.

F. RESUME

Applicant shall submit resumes of Key Personnel, which demonstrate that they meet the Minimum Requirements listed in Section 2.

G. CERTIFICATION

By signing and submitting this Application to OHA, Applicant attests that Applicant has read and understands this RFA and the Sample Price Agreement. Applicant understands that this RFA and the Price Agreement are not, by themselves, a public contract, and do not constitute a promise or commitment by OHA to issue a Work Order Contract. The RFA, Price Agreement, and the Work Order Contract comprise a public contract when a Work Order Contract is issued to a Contractor, who is party to a Price Agreement. The undersigned hereby certifies under penalty of perjury that:

1. The undersigned is authorized to act on behalf of Applicant.

2. The information shown in section A of the TA Consultant Application, “Applicant Information” above, is true and accurate.