RFP 6251/hst DAS Procurement Services, Version 4.5 March 31, 2023 Page 1 of 29

STATE OF OREGON

COVER PAGE

OREGON HEALTH AUTHORITY

Is issuing this Request for Proposals (RFP) under OregonBuys Bid Number S-44300-00016445 for

RFP #6251 - SYSTEM OF CARE FISCAL ASSESSMENT

Date of Issue: June 26, 2026

Opening Date and Time: August 18, 2026, 3:00 PM PST

Single Point of Contact (SPC): Heidi Tracy Address: 500 Summer Street N.E, E-03 City, State, Zip: Salem, OR 97301 Phone (voice): 971-372-0652 E-mail: heidi.s.tracy@odhsoha.oregon.gov

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

mailto:heidi.s.tracy@odhsoha.oregon.gov

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TABLE OF CONTENTS

SECTION 1: GENERAL INFORMATION…

1.1 INTRODUCTION

1.2 SCHEDULE

1.3 SINGLE POINT OF CONTACT (SPC)

SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE…

2.1 AUTHORITY AND METHOD

2.2 DEFINITION OF TERMS

2.3 OREGONBUYS GUIDANCE

2.4 OVERVIEW AND PURPOSE

2.5 SCOPE OF WORK AND SPECIFICATIONS

SECTION 3: PROCUREMENT REQUIREMENTS…

3.1 MINIMUM QUALIFICATIONS

3.2 MINIMUM SUBMISSION REQUIREMENTS

3.3 PROPOSAL REQUIREMENTS

SECTION 4: SOLICITATION PROCESS…

4.1 PUBLIC NOTICE

4.2 PRE-PROPOSAL CONFERENCE

4.3 QUESTIONS / REQUESTS FOR CLARIFICATIONS

4.4 SOLICITATION PROTESTS

4.5 PROPOSAL DELIVERY OPTIONS

4.6 PROPOSAL MODIFICATION OR WITHDRAWAL

4.7 PROPOSAL DUE

4.8 PUBLIC OPENING

4.9 PROPOSAL REJECTION

SECTION 5: EVALUATION PROCESS………………………………………………………………………………………….. 18

5.1 RESPONSIVENSS AND RESPONSIBILITY DETERMINATION

5.2 EVALUATION CRITERIA

5.3 POINT AND SCORE CALCULATIONS

5.4 STANDARDS FOR ASSIGNING POINTS

5.5 RANKING OF PROPOSERS

SECTION 6: AWARD AND NEGOTIATON…

6.1 AWARD NOTIFICATION PROCESS

6.2 INTENT TO AWARD PROTEST

6.3 APPARENT SUCCESSFUL PROPOSER SUBMISSION REQUIREMENTS

6.4 CONTRACT NEGOTIATION

SECTION 7: ADDITIONAL INFORMATION…

7.1 COMMITMENT TO DIVERSTIY, EQUITY, AND INCLUSION

7.2 CERTIFIED FIRM PARTICIPATION

7.3 GOVERNING LAWS AND REGULATIONS

7.4 OWNERSHIP/PERMISSION TO USE MATERIALS

7.5 CANCELLATION OF RFP; REJECTION OF PROPOSAL; NO DAMAGES

7.6 COST OF SUBMITTING A PROPOSAL

7.7 CHECKLIST DISCLAIMER......................................…

7.8 RESERVATION OF RIGHTS

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LIST OF ATTACHMENTS

The response to this RFP, known as the “Proposal” (and, once accepted in OregonBuys, also known as the “Quote”), consists of a series of completed Attachments, some available for download in OregonBuys and others are documents the Proposer creates. Together, this series of completed Attachments are what constitutes a complete response, or the Proposal, to this RFP.

The collection of required attachments is also collectively known as the “Proposal Packet.”

Required Attachments to be downloaded from OregonBuys:

• ATTACHMENT B DISCLOSURE EXEMPTION AFFIDAVIT

• ATTACHMENT C PROPOSER INFORMATION AND CERTIFICATION SHEET

• ATTACHMENT D CERTIFIED DISADVANTAGE BUSINESS OUTREACH PLAN

• ATTACHMENT E RESPONSIBILITY INQUIRY

Required Attachments created by the proposer in accordance with instructions in the RFP:

• MINIMUM QUALIFICATIONS

• TECHNICAL RESPONSE

• BUDGET AND PRICE PROPOSAL

• KEY PERSONS/RESUMES

• WORK SAMPLES

• LETTERS OF SUPPORT

Downloadable from OregonBuys for the Proposer’s information and reference:

• ATTACHMENT A SAMPLE CONTRACT

• ATTACHMENT A-1 SAMPLE INTERGOVERNMENTAL AGREEMENT (IGA)

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SECTION 1: GENERAL INFORMATION

1.1 INTRODUCTION

The State of Oregon, acting by and through the Oregon Heath Authority (“Agency”), is issuing this Request for Proposal under the provisions of ORS 279B.060 for the System of Care Advisory Council’s (SOCAC’s) system of care Fiscal Assessment.

Effective systems of care utilize strategic financing. A complex web of federal, state, local and philanthropic funding streams resource Oregon’s system of care. However, it’s unclear if these funds are allocated equitably, efficiently and effectively, are aligned with our shared goals and values, and/or correlated with intended outcomes. Because of rigidity in many funding streams, youth often experience barriers to care because they don’t meet eligibility requirements tied to funding streams.

A strategic financing assessment and plan aims to help system leaders examine what they want to finance, how current investments align with values and goals articulated in our strategic plan, and develop financing strategies that can help Oregon achieve its shared vision. A strategic financing plan can detail where funding flexibility can be leveraged for braided and blended funding to support programs that are payer neutral. A strategic financing plan will also provide recommendations on where and how to maximize federal reimbursement and redirect dollars into upstream home and community-based settings.

Additional details on the Scope of the goods or services or both are included in the Scope of Work/Specifications section.

The fiscal assessment and plan must be completed by end of 2027 to inform system transformation.

Agency anticipates the award of one Contract as a result of this RFP.

The initial term of the Contract is anticipated to be 15 months with options to renew up to a cumulative maximum of three years, contingent upon the needs and available funding.

Agency estimates that the maximum initial not-to-exceed amount for the Contract will be $350,000.00.

OHA reserves the right to amend the Contract not-to-exceed amount, as necessary, to extend Contractor’s performance of the Work described in Section 2.5 Scope of Work, to cover future time extension of the Contract term, and to add additional phases of the Work, subject to additional funding being available.

1.2 SCHEDULE

The table below represents a tentative schedule of events. All times are listed in Pacific Time.

All dates listed are subject to change.

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Event Date Time

Questions / Requests for Clarification Due July 17, 2026 3:00 PM

Answers to Questions / Requests for Clarification Issued (approx.) July 24, 2026

RFP Protest Period Ends 7 calendar days prior to RFP Opening

Opening (Proposal Due) See RFP cover page

Opening of Proposal August 18, 2026 3:00 PM

Issuance of Notice of Intent to Award (approx.) September 3, 2026 3:00 PM

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

1.3 SINGLE POINT OF CONTACT (SPC)

The SPC for this RFP is identified on the Cover Page, along with the SPC’s contact information. Proposer shall direct all communications related to any provision of the RFP only to the SPC, whether about the technical requirements of the RFP, contractual requirements, the RFP process, or any other provision.

SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE

2.1 AUTHORITY AND METHOD

Agency is issuing this RFP pursuant to its authority under ORS 413.033.

Agency is using the Competitive Sealed Proposal method, pursuant to ORS 279B.060 and OAR 137-047-0260. Agency may use a combination of the methods for Competitive Sealed Proposals, including optional procedures: a) Competitive Range; b) Discussions and Revised Proposals; c) Revised Rounds of Negotiations; d) Negotiations; e) Best and Final Offers; and

f) Multistep Sealed Proposals.

2.2 DEFINITION OF TERMS

For the purposes of this RFP, capitalized words are defined in OAR 125-246-0110 or as defined below.

2.2.1 Contract means the Contract awarded as a result of this RFP.

2.2.2 Contractor means the Proposer selected through this RFP to enter into a Contract with Agency to perform the Work.

2.2.3 Proposal means a written response submitted to the Office of Contracts and Procurement (OC&P) in response to this RFP.

2.2.4 Proposer means the organization or person that submits a Proposal in response to this RFP.

2.2.5 RFP means this Request for Proposals.

2.2.6 SPC means the OC&P sole point of contact who serves as the coordinator and focal point of information, communications and activities relating to this RFP.

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2.2.7 System of Care (SOC) refers to Oregon’s framework and infrastructure for supporting youth and families who have complex and significant behavioral and mental health needs. National models of System of Care also detail the importance of braided and blended funding streams to address gaps and barriers in the system of care.

2.2.8 Per ORS 418.979 definition of “system of care” means a coordinated network of services and supports to youth that:

(a) Integrates care planning and management across multiple levels of care;

(b) Recognizes disability as a natural and healthy part of the human experience;

(c) Is culturally and linguistically competent;

(d) Is designed to build meaningful partnerships with families and youth in the delivery and management of services and the development of policy;

(e) Has a supportive policy and management infrastructure at the state and local levels; and

(f) Is community-based with relationships at the local level.

2.2.9 Work means the required activities, goals, milestones and objectives, reporting, and invoicing, as described in this RFP.

2.3 OREGONBUYS GUIDANCE

OregonBuys is the only delivery option permitted for this RFP (refer to subsection 4.5 “Proposal Delivery Options”). Proposals, referred to as “Quotes” in OregonBuys, should be submitted electronically through OregonBuys at: https://OregonBuys.gov/bso.

You do not need to be registered in OregonBuys to view a Solicitation; but you do need to be registered as a “Vendor” to download and respond to a Solicitation.

2.3.1 OregonBuys Guidelines

2.3.1.1 For Assistance with OregonBuys (Vendor Help Desk):

Email: suppliersupport@periscopeholdings.com

Phone: 1-855-800-5046

2.3.1.2 For information on how to register as a Vendor in OregonBuys:

https://www.oregon.gov/das/ORBuys/Documents/SupplierRegistrationQ uickSteps.pdf

2.3.1.3 For guidelines on how to find an open or closed Bid Solicitation in OregonBuys:

https://www.oregon.gov/das/ORBuys/Documents/How%20to%20find %20open%20or%20closed%20bids.pdf

2.3.1.4 Detailed instructions on how to submit a Proposal (“Quote”) in OregonBuys:

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

If the above links are not an option, obtain the information through the Vendor Help Desk (2.3.1.1), or contact the SPC.

https://oregonbuys.gov/bso mailto:suppliersupport@periscopeholdings.com https://www.oregon.gov/das/ORBuys/Documents/SupplierRegistrationQuickSteps.pdf https://www.oregon.gov/das/ORBuys/Documents/SupplierRegistrationQuickSteps.pdf https://www.oregon.gov/das/ORBuys/Documents/How%20to%20find%20open%20or%20closed%20bids.pdf https://www.oregon.gov/das/ORBuys/Documents/How%20to%20find%20open%20or%20closed%20bids.pdf https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

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2.3.2 Terminology specific to OregonBuys:

2.3.2.1 Amendment” means a change to the RFP, which is a type of Bid Solicitation. An Amendment to this RFP has the same meaning as “Addendum” or “Addenda.” Modifications to this RFP, if any, will be made by written Amendment and posted in OregonBuys.

Answers to Questions or Requests for Clarification may be posted as an Amendment or part of an Amendment in OregonBuys. OHA’s Notice of Intent to Award will be posted as an Amendment in OregonBuys.

2.3.2.2 “Bid Availability Date” means the date and time this Bid Solicitation will be visible in OregonBuys for Proposers/Vendors to view and respond.

2.3.2.3 “Bid Solicitation” or “Bid” is a generic term in OregonBuys that refers to different types of solicitations. This Request for Proposal, or RFP, is a type of Bid Solicitation. OregonBuys uses the term “Bid Solicitation” to refer to all types of solicitations in OregonBuys.

2.3.2.4 “Opening Date and Time” means the date and time after which Proposals will no longer be accepted by OHA and OregonBuys. The Opening Date and Time begins the period where OHA will start to open Proposals and begin the review and evaluation period.

2.3.2.5 “Proposal” means the Proposer’s response to this RFP. The Proposal is known as the ‘Quote” once accepted by OregonBuys.

2.3.2.6 “Quote” is a term in OregonBuys that means a response to any type of Bid Solicitation. The response to this RFP, the Proposal, is known as the Quote in OregonBuys. In most cases, OregonBuys uses the generic term “Quote” to refer to all responses to most type of Bid Solicitations.

2.3.2.7 “Vendor” is a term in OregonBuys that means the public or private entity that registered in OregonBuys to download and respond to a Bid Solicitations, or to view awarded contracts and agreements. The Proposer is known as the Vendor in OregonBuys.

2.4 OVERVIEW AND PURPOSE

2.4.1 Agency Overview and Background

Agency’s SOCAC is a governor appointed body, established by Senate Bill 1, in 2019.

The purpose of SOCAC is to improve the effectiveness and efficacy of state and local systems of care. The System of Care provides services to youth aged 0-25, who have complex behavioral health needs and who are involved with two or more of the following systems (behavioral health, Intellectual/Developmental Disability (I/DD), child welfare, juvenile justice and/or education). SOCAC provides a centralized and impartial forum for statewide policy development and planning.

2.4.2 Project Overview, Background and Purpose

SOCAC is mandated to develop and maintain a strategic plan for the system of care.

The 2026 – 2029 SOC Strategic Plan was released in January, and identifies several actions related to fiscal assessment and planning. National models of System of Care also detail the importance of braided and blended funding streams to address gaps and barriers in the system of care. A comprehensive understanding of the types and https://www.oregon.gov/oha/HSD/BH-Child-Family/pages/soc-strategic-plan.aspx

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Utilizing this information, recommendations will promote the provision of a seamless cross-agency service delivery system. Considerations will include:

• Flexibility of funding streams

• Coordination of funds across systems

• Maximizing federal entitlement funding

• Ensuring adequate investment in community-based and in-home services as well as residential and high-acuity services

• Locus of accountability for services, cost and care management

• Payment for services for uninsured and under-insured youth

• Sustainability of funding

• “Sunsetting” certain services to redirect funds to evidence-based interventions, and

• Financing a broad array of culturally and linguistically responsive services.

Anticipated beneficiaries of this assessment and plan include the legislature, state agencies, service providers, and ultimately youth who are able to access the services and supports they need, regardless of diagnosis, insurance, and county of residence.

The assessment will be completed in collaboration with SOCAC’s Investment and Finance Committee and may utilize guides provided by the National Training and Technical Assistance Center or Annie E. Casey Foundation.

Per ORS 418.979 (3)(a) SOCAC is authorized to conduct joint studies on matters within the jurisdiction of the council (7)(b) to review agency budgets and provide recommendations to agencies in regards to their proposed budgets. Thus, SOCAC expects full cooperation from our agency partners to complete the assessment and plan requested.

2.5 SCOPE OF WORK/SPECIFICATIONS

Through a collaborative process with SOCAC, state agencies and entities that receive state, federal, and local government funds, the awarded Contractor will inventory and assess data and information related to Federal, state and local funding streams, including expenditures and the holdings of dedicated funds and revenues, to identify funding allocations that benefit youth, ages 0-25, with complex behavioral health needs. Contractor will also identify opportunities to better align funding models and allocations with SOCAC’s strategic vision and the needs of Oregon’s children and youth.

In order to meet these requirements, the Proposer must demonstrate their experience, knowledge and abilities to accomplish the following tasks:

https://nyssoc.com/wp-content/uploads/2023/01/NTTAC-SOC-Guidance-for-Financial-Plan_.pdf https://nyssoc.com/wp-content/uploads/2023/01/NTTAC-SOC-Guidance-for-Financial-Plan_.pdf https://www.aecf.org/resources/strategic-financing-toolkit-for-tested-effective-programs

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2.5.1 Analysis including an evaluation of whether funding is being used in alignment with its original intent, identify any misalignment, and document gaps in financing that limit the implementation of effective and appropriate services and supports.

This work must be grounded in federal guidance and state-level implementation in alignment with national System of Care models.

2.5.2 Analysis of federal funding for children's services including:

• Medicaid, Block Grants

• Entitlement & Formula Funds

• State funding including State Medicaid Matching funds

• Local and state general revenues

• Tribal Authority revenues;

• Commercial Insurance, and

• Non-governmental funding sources such as foundations and private donations.

The analysis will determine:

• What sources are funding children's services in Oregon;

• To what extent those sources are providing adequate funding;

• How funding sources are administered;

• What limitations each source includes for their funding; and

• How those funding streams are combined or used together to meet the needs of Oregon's children and youth ages 0-26.

2.5.3 With the support of SOCAC staff, host a discovery meeting with key leaders on the Investment and Finance Committee and points of contact within the system of care.

SOCAC will support contractor in identifying meeting participants.

This discovery meeting will ensure the contractor understands the priorities of the Investment & Finance Committee members regarding the assessment. Due to the complex nature of Oregon's children's system funding, it will not be possible to assess all the funding streams, supported programs, and impacts of these dollars.

This discovery meeting will help the awarded Contractor prioritize their efforts in alignment with the committee's needs.

2.5.4 Work with state agencies, and entities that receive state, federal, and local government funds to:

• Inventory and assess data and information related to federal, state and local funding streams, including expenditures and the holdings of dedicated funds and revenues; and

• Identify funding allocations that benefit youth, aged 0-26 with complex behavioral health needs.

This analysis must include an evaluation of whether funding is being used in alignment with:

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• Its original intent;

• Identify any misalignment; and

• Document gaps in financing that limit the implementation of effective and appropriate services and supports.

This work must be grounded in federal guidance and state-level implementation in alignment with national System of Care models.

2.5.5 Activities.

The awarded Contractor will be required to:

2.5.4.1 Attend kick off meeting with key SOCAC staff to introduce the team, clarify the project purpose, scope, expected outcomes, timelines, and resolve any questions about the key project roles and responsibilities.

2.5.4.2 Submit revised project implementation plan that incorporates terms discussed in kick off meeting.

2.5.4.3 Prepare a report that provides assessment findings, analysis of gaps, and recommendations that align/can be addressed through the implementation of the 2026-2029 System of Care Strategic Plan.

2.5.4.4 Provide regular updates to the Investment and Finance Committee and full SOCAC.

SECTION3: PROCUREMENT REQUIREMENTS

3.1 MINIMUM QUALIFICATIONS

To be considered for evaluation, Proposal must demonstrate how Proposer meets all requirements of this section:

3.1.1 Team Requirements

Proposers must meet all of the following minimum qualifications as confirmed by the Proposer’s responses to these requirements in and as confirmed by the Key Team Personnel resumes (not to exceed two pages each) submitted with the Proposal.

Key Team Personnel as a collective must have the minimum of the following:

3.1.1.1 Demonstrated experience in state or national fiscal assessment and planning.

3.1.1.2 Demonstrated a minimum of five years of experience in public finance, including state and federal financing for behavioral health, Intellectual/Developmental Disability (I/DD), child welfare, juvenile justice and special education.

3.1.1.3 Demonstrated experience with or have a baseline knowledge of System of Care model and philosophy.

3.1.1.4 A bachelor's or master's in accounting, finance, public administration or related. Prefer CPA or Certified Governmental Financial Manager designations for at least one member of the project team.

The following is required to be submitted with the Proposal:

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• Proof of bachelor’s or master’s degree in accounting, finance, public administration or related subject; or

• Proof of CPA License; or

• Certified Governmental Financial Manager certification.

3.2 MINIMUM SUBMISSION REQUIREMENTS

3.2.1 Proposal Submissions

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

• Disclosure Exemption Affidavit (Attachment B)

• Proposer Information and Certification Sheet (Attachment C)

• Certified Disadvantage Business Outreach Plan (Attachment D)

• Responsibility Inquiry (Attachment E)

• Price Proposal

• Technical Proposal

• Letters of Support

• Work Samples

• Key Persons and Resumes

3.2.2 Technical Proposal Page Limits

Proposal is limited to 20 pages. Any pages exceeding this limit will not be provided to the Evaluation Committee(s) or considered in the evaluation.

The following items do not count toward the page limit.

• Disclosure Exemption Affidavit (Attachment B)

• Proposer Information and Certification Sheet (Attachment C)

• Certified Disadvantage Business Outreach Plan (Attachment D)

• Responsibility Inquiry (Attachment E)

• Price Proposal

• Letters of Support

• Work samples

• Key Persons and Resumes

3.2.3 Proposal Format and Quantity

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

OregonBuys Electronic Response

Proposer must submit its Proposal electronically through OregonBuys. Detailed instructions on how to submit a proposal can be found at OregonBuys Vendor https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

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Formal Solicitation Response.pdf, for electronic submission.

3.2.3.1 Proposer shall submit one copy of its Proposal and all other submittal requirements stated in Section 3.2.1, with Proposer Information and Certification Sheet (Attachment C) bearing the Proposer’s authorized representative’s Signature, in one of the following formats: Adobe Acrobat (pdf), or Microsoft Excel (xlsx).

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

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

a. One Proposal that is redacted in a manner that is consistent with the completed Disclosure Exemption Affidavit (Attachment B); and

b. One Proposal that is not redacted and is marked “Confidential.

3.2.4 Authorized Representative

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

3.2.5 OregonBuys Vendor Registration

All Proposers submitting a Proposal in response to this RFP must have a vendor account setup in OregonBuys. To register, visit https://oregonbuys.gov/ and click on the blue “Register” button in the top right. For assistance with registering, please call the Vendor Help Desk phone: 1-855-800-5046, or email:

suppliersupport@periscopeholdings.com.

3.3 PROPOSAL REQUIREMENTS

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

• Proposal should not include extensive artwork, unusual printing, or other materials not essential to the utility and clarity of the Proposal.

• Do not include marketing or advertising material in the Proposal, unless requested.

• Proposal should be straightforward and address the requests of the RFP.

• Proposal containing unsolicited marketing or advertising material may receive a lower evaluation score if required information is difficult to locate.

3.3.1 Disclosure Exemption Affidavit – Attachment B

All Proposals are public record and are subject to public inspection after Agency issues the Notice of the Intent to Award. If a Proposer believes that any portion of its Proposal contains any information that is a trade secret under ORS Chapter https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf https://oregonbuys.gov/ mailto:suppliersupport@periscopeholdings.com

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192.345(2) or otherwise, is exempt from disclosure under the Oregon Public Records Law (ORS 192.311 through 192.478), Proposer shall complete and submit the Disclosure Exemption Affidavit (Attachment B) and a fully redacted version of its Proposal.

Attachment B is not a required document if not applicable to your Proposal.

Proposer is cautioned that cost information generally is not considered a trade secret under Oregon Public Records Law (ORS 192.311 through 192.478) and identifying the Proposal in whole, as exempt from disclosure is not acceptable.

Agency advises each Proposer to consult with its own legal counsel regarding disclosure issues.

If Proposer fails to identify the portions of the Proposal that Proposer claims are exempt from disclosure, Proposer has waived any future claim of non-disclosure of that information.

3.3.2 Proposer Information and Certification Sheet – Attachment C

Proposer shall complete and submit the Proposer Information and Certification Sheet in OregonBuys.

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

3.3.3 Certified Disadvantaged Business Outreach Plan – Attachment D

Proposer shall complete and submit the Certified Disadvantaged Business Outreach Plan form in OregonBuys.

Attachment D is not a required document if not applicable to your Proposal.

However, if the Contract has potential subcontracting opportunities, the successful Proposer may be required to submit a completed Certified Disadvantaged Business Outreach Plan (Attachment D) prior to execution.

Pursuant to Oregon Revised Statute (ORS) Chapter 200, Agency encourages the participation of small businesses, certified by the Oregon Certification Office for Business Inclusion and Diversity (“COBID”) in all contracting opportunities.

3.3.4 Responsibility Inquiry Form – Attachment E

Proposer shall complete the information requested, sign and submit the Responsibility Inquiry Form in OregonBuys.

Attachment E will assist Agency in determining if a Proposer is Responsible prior to execution of a Contract.

Agency may reject a Proposer found to be not Responsible at any time prior to execution of a Contract.

3.3.5 Technical Proposal

To be considered for evaluation, Proposer must demonstrate how the proposed solution meets all the technical requirements.

3.3.5.1 Executive Summary (Evaluation Criteria #1-Section 5.2.1.1)

Must show understanding of the project, including years of experience performing similar work, where work was performed, and for whom.

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3.3.5.2 Project Implementation Plan (Evaluation Criteria #2-Section 5.2.1.2)

Proposer must submit a work plan that identifies how the Proposer intends on performing the activities of this project in context with the Scope of Work.

3.3.5.2.1 The Work plan must outline how the required activities will be accomplished by Proposer’s Key Persons during the Contract term, including projected timelines.

3.3.5.2.2 Illustrate how the work plan will serve to coordinate and accomplish the work.

3.3.5.3 Project Timeline (Evaluation Criteria #3-Section 5.2.1.3)

Proposer shall provide a detailed description of the steps Proposer will take to accomplish activities associated with the required Work within the allotted timeframe.

• Proposer shall limit their timeline to 15 months or less.

3.3.5.4 Experience (Evaluation Criteria #4-Section 5.2.1.4)

Proposer must demonstrate experience, knowledge, and abilities in the following areas:

3.3.5.4.1 State or national fiscal assessment and planning.

3.3.5.4.2 Inventory and assessing data and information related to Federal, state and local funding streams, including expenditures and the holdings of dedicated funds and revenues.

3.3.5.4.3 Baseline knowledge of federal guidance and state-level implementation of System of Care model and philosophy.

3.3.5.4.4 Assessing fragmented or siloed systems and identifying coordination challenges, duplicative processes, or misaligned incentives across funding administrators

3.3.5.4.5 Methodology that distinguishes between evaluating the current system as it exists and assessing or recommending structural or funding changes, including a logical sequencing of work

3.3.5.4.6 Experience engaging diverse stakeholders and incorporating practical, lived experience into system-level analysis

3.3.5.4.7 Analyzing how funding structures and administrative practices differentially impact communities, populations, or regions within the system of care.

3.3.5.4.8 Knowledge and experience working with previous projects of similar size and scope described herein.

3.3.5.5 Letters of Support. (Evaluation Criteria #5-Section 5.2.1.5)

Proposer must provide two Letters of Support that include the following:

3.3.5.5.1 Demonstration of Proposer’s ability and experience working on similar projects in size and scope.

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3.3.5.5.2 Demonstrated experience with fiscal mapping. Submit a letter of support from previous client or work sample to demonstrate successful fiscal mapping in the past.

3.3.5.6 Work Samples (Evaluation Criteria #6-Section 5.2.1.6)

Proposer must provide at least one work sample demonstrating experience with complex fiscal assessment and system-wide recommendations based upon the findings of the assessment.

3.3.5.7 Key Persons and their Resumes (Evaluation Criteria #7-Section 5.2.1.7)

Proposer shall specify each key person to be assigned to this project, and each Key Persons responsibilities and roles.

3.3.5.7.1 Include a resume for each Key Persons(s), curriculum vitae, or supportive documentation to be assigned to the project that demonstrates the person’s qualifications and experience for the Work described in Section 2.5 Scope of Work. Resume shall be limited to two pages.

3.3.5.7.2 Proposer must describe at least two previous projects successfully completed by Proposer’s Key Person(s) within the last three years on projects that were similar in size and scope to the work described in Section 2.5 Scope of Work of this RFP.

3.3.6 Price and Budget Proposal (Evaluation Criteria #7-Section 5.2.2)

Proposer shall create and submit a detailed Price Proposal for the initial fifteen-month contract period, that includes the following:

3.3.6.1 Price and Budget Proposal.

3.3.6.1.1 Line-item budget proposal that demonstrates how Proposer will provide the work within the proposed timeline.

3.3.6.1.2 For each activity described in the Scope of Work, the Price Proposal must include identifiable costs, time estimates for completing each activity, and a summary of all proposed costs

3.3.6.1.3 For all fully loaded personnel costs, the Price Proposal must include:

• The name and title of all positions for each individual staff person who will perform the Work; and

• The all-inclusive hourly rate, or salary/wage and fringe rate separately for all Key Persons, including all direct and indirect costs associated with each individual/position performing the work.

3.3.6.1.4 The Price Proposal must also include the total number of hours estimated to perform the work described in Section 2.5 Scope of Work, with a total dollar amount not to exceed $350,000.00.

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SECTION 4: SOLICITATION PROCESS

4.1 PUBLIC NOTICE

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

Modifications, if any, to this RFP will be made by written Amendment(s) published in OregonBuys. Prospective Proposer is solely responsible for checking OregonBuys to determine whether or not any Amendment(s) have been issued. Amendment(s) are incorporated into the RFP by this reference.

4.2 PRE-PROPOSAL CONFERENCE

A Pre-Proposal conference will not be held for this RFP.

4.3 QUESTIONS / REQUESTS FOR CLARIFICATIONS

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

• Be delivered to the SPC via an OregonBuys submission or email;

• Reference the OregonBuys bid number;

• Identify Proposer’s name and contact information;

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

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

• All answers to questions received will be posted as an Amendment in OregonBuys by the date and time identified in the Schedule in Section 1.2.

4.4 SOLICITATION PROTESTS

4.4.1 Protests to RFP

Prospective Proposer may submit a Written protest of anything contained in this RFP, including but not limited to, the RFP process, Specifications, Scope of Work, and the proposed Sample Contract. This is prospective Proposer’s only opportunity to protest the provisions of the RFP, except that Proposer may protest Amendment(s) as provided below and Proposer may take exception to the terms and conditions of the Sample Contract marked as negotiable as set forth in the Negotiations Section.

4.4.2 Protests to Amendment(s)

Prospective Proposer may submit a Written protest of anything contained in an Amendment. Protests to an Amendment, if issued, must be submitted by 5:00 p.m.

Pacific Time on the second Business Day following the issuance of the Amendment or the date/time specified in the Amendment, or they will not be considered. Protests of matters not added or modified by the Amendment will not be considered.

4.4.3 Requirements for Protests

All protests must:

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• Be delivered to the SPC via email;

• Reference the OregonBuys bid number;

• Identify prospective Proposer’s name and contact information;

• Be sent by an authorized representative;

• State the reason for the protest, including:

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

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

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

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

4.5 PROPOSAL DELIVERY OPTIONS

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

Important Tip: OHA strongly encourages Proposers to submit their Proposals early, well before the Proposal due date, to allow themselves sufficient time to resolve any technical issues that may arise before Proposals are due.

Delivery through OregonBuys:

Proposal submission must be done electronically through OregonBuys at:

https://oregonbuys.gov.

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

Should you need further assistance, you may contact the OregonBuys helpdesk at support.oregonbuys@das.oregon.gov or by phone at 1-855-800-5046.

4.6 PROPOSAL MODIFICATION OR WITHDRAWAL

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

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

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

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4.7 PROPOSAL DUE

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

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

4.8 PUBLIC OPENING

A public Opening of Proposals will not be held for this RFP. Proposals received will not be available for inspection until after the evaluation process has been completed and the Notice of Intent to Award is issued pursuant to OAR 137-047-0630.

4.9 PROPOSAL REJECTION

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

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

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

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

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

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

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

SECTION 5: EVALUATION PROCESS

5.1 Responsiveness and Responsibility Determination

5.1.1 Responsiveness determination

A Proposal received prior to Opening will be reviewed to determine if it is Responsive to all RFP requirements including compliance with Section 3.1 (Minimum Qualifications) and Section 3.2 (Minimum Submission Requirements). If the Proposal is unclear, the SPC may request clarification from Proposer. However, clarifications may not be used to rehabilitate a non-Responsive proposal. If the SPC finds the Proposal non-Responsive, the Proposal may be rejected; however, Agency may waive mistakes in accordance with OAR 137-047-0470.

5.1.2 Responsibility Determination

Agency will determine if an apparent successful Proposer is Responsible prior to award and execution of the Contract. Proposers shall submit a signed Responsibility Inquiry form (Attachment E) with Proposal.

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

5.2 Evaluation Criteria

Each Proposal meeting all Responsiveness requirements will be independently evaluated by members of the Evaluation Committee. Evaluation Committee members may change, and Agency may have additional or fewer evaluators for optional rounds of competition.

Evaluators will assign a score for each evaluation criterion listed below in this Section 5.2 up to the maximum points available as specified in Section 5.3 (Point and Score Calculation).

SPC may request further clarification to assist the Evaluation Committee in gaining additional understanding of a Proposal. A response to a clarification request may only clarify or explain portions of the already submitted Proposal and may not contain new information not included in the original Proposal.

5.2.1 Technical Proposal.

5.2.1.1 Evaluation Criterion #1

Executive Summary. (Reference Section 3.3.5.1)

Evaluation Committee will award up to a maximum of 10 total points based on the following three areas of interest:

• How well does the Proposer demonstrate their understanding of the project, including years of experience performing similar work, where work was performed and by whom?

5.2.1.2 Evaluation Criterion #2

Project Implementation Plan. (Reference Section 3.3.5.2)

Evaluation Committee will award a maximum of 15 total points based on the following three areas of interest:

a. How well does the Proposer demonstrate how they would carry out the major activities of this project in context with the Scope of Work?

b. How well did the Proposer illustrate how their work plan and Key Persons will coordinate the accomplish the Work?

5.2.1.3 Evaluation Criterion #3

Project Timeline. (Reference Section 3.3.5.3)

Evaluation Committee will award up to a maximum of 10 total points based on the following three areas of interest:

• How well does the Proposer’s work plan and projected timeline demonstrate how they intend to achieve the required activities and successful results, within the allotted timeframe.

5.2.1.4 Evaluation Criterion #4

Experience. (Reference Section 3.3.5.4)

Evaluation Committee will award up to a maximum of 35 total points based on the following areas of interest:

a. How well did the Proposer demonstrate their knowledge and experience in state or national fiscal assessment and planning.

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b. How well did the Proposer demonstrate their knowledge and experience in inventory and assessing data and information related to Federal, State and local funding streams, including expenditures and the holdings of dedicated funds and revenues.

c. How well did the Proposer demonstrate their knowledge of federal guidance and state-level implementation in alignment with the System of Care model and philosophy.

d. How well did the Proposer demonstrate their experience assessing fragmented or siloed systems and identifying coordination challenges, duplicative processes, or misaligned incentives across funding administrators?

e. How well did the Proposer demonstrate their experience with methodology that distinguishes between evaluating the current system as it exists and assessing or recommending structural or funding changes, including a logical sequencing of work?

f. How well did the Proposer demonstrate experience engaging diverse stakeholders and incorporating practical, lived experience into system-level analysis?

g. How well did the Proposer demonstrate experience analyzing how funding structures and administrative practices differentially impact communities, populations, or region within the system of care?

h. How well did the Proposer demonstrate their knowledge and experience working with previous projects of similar size and scope described herein.

5.2.1.5 Evaluation Criterion #5

Letters of Support. (Reference Section 3.3.5.5)

Evaluation Committee will award up to a maximum of 20 total points based on the following three areas of interest:

How well did the Proposer’s Letters of Support demonstrate:

a. The Proposer’s ability and experience working on similar projects in size and scope.

b. The Proposer’s experience with fiscal mapping from a previous client or work sample to demonstrate successful fiscal mapping in the past.

5.2.1.6 Evaluation Criterion #6

Work Samples. (Reference Section 3.3.5.6)

How well did the Proposers work samples demonstrate their experience with complex fiscal assessment and system-wide recommendations based upon the findings of the assessment.

Evaluation Committee will award up to a maximum of 20 total points based on the following three areas of interest:

a. How well do the work samples relate to the RFP requirements?

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b. How well do the work samples align with the submitted proposal?

c. How well do the work samples align with size and scope of like projects/environments?

5.2.1.7 Evaluation Criterion #7

Key Persons and their Resume’s. (Reference Section 3.3.5.7)

Evaluation committee will award up to a maximum of 10 total points based on the Key Person(s) resume, curriculum vitae, or supportive documentation demonstrating their qualifications and experience and based on:

a. How well has the Proposer demonstrated that its Key Person(s) have the knowledge, skills, and experience necessary to perform the Work described in Section 2.5 and as evidenced through all documentation provided in response to this RFP?

b. How well did the Proposer describe two previous projects that were completed by Proposer’s Key Persons that were similar in size and scope to the work described in this RFP?

5.2.2 PRICE EVALUATION. (Reference Section 3.3.6)

Following scoring and ranking of Proposals, based on the qualifications-based criteria referenced above in Section 5.2, the sealed Price Proposals from Proposers will be opened and scored as follows:

• Proposer with the lowest Price Proposal will receive 15 points.

• Proposer with the second lowest Price Proposal will receive 10 points.

• Proposer with the third lowest Price Proposal will receive 5 points.

• All other Proposers will receive 0 points.

5.2.3 PREFERENCES.

Tiebreakers

If Agency receives Proposals identical in price, fitness, availability, and quality and chooses to award a Contract, Agency shall award the Contract in accordance with the procedures outlined in OAR 137-046-0300.

5.3 POINT AND SCORE CALCULATIONS.

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

SPC will average evaluator scoring to determine the Final Score.

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EVALUATION ITEMS

5.2.1 Technical Proposal Maximum

Points Possible

5.2.1.1 Executive Summary (Evaluation Criterion #1) 10

5.2.1.2 Project Implementation Plan (Evaluation Criterion #2) 15

5.2.1.3 Project Timeline (Evaluation Criterion #3) 10

5.2.1.4 Experience (Evaluation Criterion #4) 35

5.2.1.5 Letters of Support (Evaluation Criterion #5) 20

5.2.1.6 Work Samples (Evaluation Criterion #6) 20

5.2.1.7 Key Persons (Evaluation Criterion #7) 10

Total Technical Points Possible 120

5.4 STANDARDS FOR ASSIGNING POINTS

The following standards and definitions will be used by the Evaluation Committee to assign points for the Evaluation Criteria below.

Standard Definitions

Outstanding

Response meets all the requirements and has demonstrated in a clear and concise manner a thorough knowledge and understanding of the subject matter and project. The Proposer provides insight into its expertise, knowledge, and understanding of the subject matter.

Very Good Response provides useful information, while showing experience and knowledge within the category. Response demonstrates above average knowledge and ability with no apparent deficiencies noted.

Adequate Response meets all requirements in an adequate manner. Response demonstrates an ability to comply with guidelines, parameters, and requirements with no additional information put forth by the Proposer.

Fair Response meets minimum requirements but does not demonstrate sufficient knowledge of the subject matter.

No-Value An unacceptable response that does not meet the requirements set forth in the Scope of Work. Proposer has not demonstrated knowledge of the subject matter.

5.4.1 For Questions worth from 0 to a maximum of 10 points, Evaluators shall base their scoring on the following:

• Outstanding shall be awarded 9 or 10 points;

• Very Good shall be awarded 7 or 8 points;

• Adequate shall be awarded 4 to 6 points;

• Fair…