S-DASOBO-00012632_RFP_HPSP_Final.docx

State of Oregon

Cover Page Department of Administrative Services, State Procurement Services, on behalf of the Oregon Professional Boards Is issuing this Request For Proposals (RFP) under OregonBuys Bid Number S-DASOBO-00012632for Program services for health professionals services program (“hpsp”) Date of Issue: January 27, 2025 Opening Date and Time: February 27, 2025, @11:59:59 PM

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.

DAS Procurement Services, Version 4.5 March 31, 2023 Page 2 of 27 Table of Contents

LIST OF ATTACHMENTS

ATTACHMENT A SAMPLE CONTRACT

ATTACHMENT B DISCLOSURE EXEMPTION AFFIDAVIT

ATTACHMENT C PROPOSER INFORMATION AND CERTIFICATION SHEET

ATTACHMENT D REFERENCE CHECK FORM

ATTACHMENT E PRICE PROPOSAL FORM

ATTACHMENT F COBID CERTIFICATION / OUTREACH PLAN

ATTACHMENT G RESPONSIBILITY INQUIRY

ATTACHMENT I STATE STANDARDS SPREADSHEET

GENERAL INFORMATION

INTRODUCTION

The State of Oregon, acting by and through the Department of Administrative Services, State Procurement Services (“DAS SPS”), on behalf of the Oregon Professional Boards (Oregon Medical Board, the Oregon Dental Board, the Oregon State Board of Nursing, the State of Oregon Board of Pharmacy) (each, a “Board” or together, “Boards”) is issuing this Request for Proposal under the provisions of ORS 279B.060 for one professional and qualified contractor to administer the Health Professionals’ Service Program (“HPSP”) for the Boards. Other Oregon professional boards may contract with the selected contractor if those boards elect to do so.

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

DAS SPS anticipates the award of one Contract from this RFP.

The initial term of the Contract is anticipated to be 4 years with options to renew.

SCHEDULE

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

RFP Protest Period Ends

7 calendar days prior to RFP Opening

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.

AUTHORITY, OVERVIEW, AND SCOPE

AUTHORITY AND METHOD

DAS SPS is issuing this RFP pursuant to its authority under ORS 279A.050 and OAR 125-246-0170(2).

DAS SPS is using the Competitive Sealed Proposal method, pursuant to ORS 279B.060 and OAR 125-247-0260. DAS SPS 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.

DEFINITION OF TERMS

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

Terminology specific to the OregonBuys system may be found at:_ https://oregonbuys.gov/bso/_______________ Board or Boards: The Boards’ website may be accessed at:

Oregon Medical Board: https://www.oregon.gov/omb/Pages/default.aspx Oregon Board of Dentistry: https://www.oregon.gov/dentistry/pages/index.aspx Oregon Board of Pharmacy: https://www.oregon.gov/pharmacy/Pages/index.aspx Oregon State Board of Nursing: https://www.oregon.gov/osbn/pages/index.aspx

OVERVIEW AND PURPOSE

Project Overview and Background Oregon Revised Statute 676.190 authorizes the Oregon Board of Dentistry, the Oregon Medical Board, the Oregon State Board of Nursing, and the State Board of Pharmacy (“Boards”) to establish or contract to establish an impaired health professional program for the licensees regulated by those Boards (“Licensees”).

The Health Professionals’ Services Program (“HPSP”) includes, and DAS SPS requests Proposals to provide a consolidated, statewide, standardized monitoring program to health professionals licensed by, certified by, or registered with a participating health profession licensing Board or Boards who are either referred by their respective licensing Board(s) or are self-referred and diagnosed with substance use disorders, mental health disorders, or dual diagnosis. The HPSP does not diagnose or treat Licensees.

The goal of the HPSP Services is to assist Licensees to achieve their own health, safety, and independence in order to remain a productive member of their profession through activities established by the HPSP. In addition to this, the selected Contractor will perform educational outreach to increase the number of self-referred Licensees in the program.

The Contractor will use a managed service approach to assure, through subcontracts, that all monitoring services are available statewide. The contractor selected from this RFP will not provide any medical or physiological diagnoses or treatments.

Throughout the life of the agreement resulting from this RFP there may be legislative changes to the Program. The Boards will work with selected contractor to incorporate any legislative changes into the Agreement established through this RFP. The Boards will make a best faith effort to communicate any known potential or actual legislation with the selected Contractor to ensure the success of the Program.

Purpose The purpose of this RFP is to solicit Proposals from qualified Proposers to provide a consolidated, statewide standardized monitoring program via the HPSP to Licensees licensed by, certified by, or registered with a participating professional licensing Board or Boards who are either referred by their respective licensing Board or are self-referred and diagnosed with substance use disorders, mental health disorders, or dual diagnosis. The HPSP does not diagnose or treat Licensees.

SCOPE OF WORK/SPECIFICATIONS

The Services will be provided by a Proposer with a proven track record in providing similar program Services to other agencies or companies.

DAS SPS’ intent is to select and award to one Proposer with proven experience providing the required Services in a way that is most advantageous and economical to the State of Oregon. The participating Boards will sign a Work Order Contract (“WOC”) with the successful Proposer to participate in the HPSP. Each Board may terminate their participation separately in accordance with the terms and conditions of the contract and additional Boards may enter into a WOC during the term of the agreement.

The Proposer selected will administer the HPSP and oversee subcontracted services.

The HPSP must meet the following objectives:

Provide efficient and cost-effective statewide HPSP monitoring Services while protecting and maintaining confidentiality of Program participants.

Collect, manage, and maintain records as required by the HPSP and the Boards.

Provide accurate, auditable tracking and reporting on the HPSP Services provided.

The awarded contract resulting from this RFP will begin July 1, 2025.

The Scope of Services can be found in Exhibit A, Scope of Services of Attachment A, Sample Agreement.

Administration of Agreement and Work Order Contracts by DAS PS and Boards DAS SPS will enter into and administer the awarded Master Services Agreement and any amendments thereto on behalf of the Boards. DAS SPS will also enter into the WOCs on behalf of the Boards.

Each Board will administer its respective Work Order Contract. These activities include such functions as, review and Acceptance of Deliverables, approval and payment of invoices, and day-to-day operational correspondence with the contractor associated with completing its obligations under the Work Order Contract. The selected Proposer will not be required to use the Sample Invoice Form in Exhibit I but will be required to provide all information indicated in the Sample Invoice Form.

PROCUREMENT REQUIREMENTS

MINIMUM QUALIFICATIONS

To be considered for evaluation, Proposal must demonstrate how Proposer meets all requirements of this section. Proposals that do not meet the qualifications and criteria described in this Section 3.1 may be rejected.

Proposer shall identify the entities that will provide administrative services required by the Program and described this RFP. This needs to be presented in Section 3.3.4.1 (Executive Summary) of the Proposer’s Organizational Information Narrative.

Proposer must have been in business for a minimum of five (5) years.

Within the last five (5) years, Proposer must have successfully provided similar Program Services for a program of similar scope and size as that of the HPSP described in this RFP, confirmed in Section 3.3.6 (References).

Proposer’s proposed Key Roles must meet the requirements of this Section 3.1 and must have professional experience in successfully providing Services of similar size and scope to the Program identified in this RFP. Proposed Key Roles must meet the requirements listed in 3.1.1 below. Key Roles information needs to be presented in Section 3.3.4.6 (Key Roles) of the Proposer’s Organizational Information Narrative.

Proposer must participate as a member of the Federation of State Physician Health Programs (FSPHP), https://www.fsphp.org and the National Organization of Alternative Programs (NOAP) www.alternativeprograms.org. Proposer must provide proof of participation by including a copy of their certificate with Proposal.

Key Roles Agreement Monitors are the dedicated contractor staff members responsible to ensure that all assigned licensees within the Program are in compliance with all the monitoring agreements, and conditions of practice, and any applicable additional Board agreements. Preference will be given to companies who require three (3) years or more related experience to be an Agreement Monitor.

Consultant (independent third-party contractor) is an independent professional with experience (a minimum of three years) in substance use or mental health disorders, respectively, who has a Master’s degree in social work, psychology, or related field.

Consultation Group Meeting Facilitator (independent third-party contractor) is a professional with at least three (3) years of experience treating or dealing with substance use disorders who has a Master’s degree in social work or equivalent who is in charge of leading the consultation group meetings.

Third Party Evaluator (independent third-party contractor) is an individual or center who is a qualified health care provider with current Oregon licensure (in good standing) and is certified by, or following, ASAM or ABAM criteria. The evaluator provides an assessment for each enrolled Licensee and has three (3) years of experience. Preference will be given for experience in working with healthcare professionals.

Program Oversight Staff member who is responsible for oversight of contractor’s monitoring program. Oversight staff must have appropriate training, skills and expertise working with impaired health professionals who have substance use disorders, mental health disorders, or both types of disorders (see Sections 3.1 & 3.2 of Exhibit A Statement of Work of Attachment A Sample Master Service Agreement).

MINIMUM SUBMISSION REQUIREMENTS

ROUND 1 Proposal Submissions To be considered for evaluation, Proposal must contain each of the following elements (further detailed in Proposal Requirements section below):

General Proposal Requirements Organization information Narrative Program Proposal Requirements Disclosure Exemption Affidavit (Attachment B) Proposer Information and Certification Sheet (Attachment C) Reference Check Form (Attachment D) Price Proposal Form (Attachment E) COBID Certification / Outreach Plan (Attachment F) Responsibility Inquiry (Attachment G) State Standards Spreadsheet (Attachment I) Proposal Format and Quantity Proposal should follow the format and reference the sections listed in the Proposal Requirements section. Responses to each section and subsection should be labeled to indicate the item being addressed.

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

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

Proposer shall submit one copy of its Proposal and all other submittal requirements, with Attachment C - Proposer Information and Certification Sheet bearing the Proposer’s authorized representative’s Signature, in one of the following formats: Adobe Acrobat (pdf), Microsoft Word (docx), or Microsoft Excel (xlsx). Please DO NOT attach documents in Mac format. For example, a Number file rather than Excel file or a Pages file rather than Word. 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 must also mark as “Confidential” in OregonBuys all attachments to its Proposal that Proposer believes are exempt from disclosure. Proposer must also submit a fully redacted version of its Proposal, clearly identified as the redacted version.

Authorized Representative Failure of Proposer’s authorized representative to sign the Proposal may result in rejection of the Proposal by DAS SPS.

ROUND 1 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 succinct and 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.

Proposer Information and Certification Sheet Proposer shall complete and submit the Proposer Information and Certification Sheet (Attachment C).

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

Responsibility Inquiry Proposer shall fill out, sign and submit Attachment G — Responsibility Inquiry with Proposal.

Failure to completely fill out, sign and submit Attachment G may result in a finding of non-Responsibility and Proposal may be rejected.

General Proposal Requirements Proposer shall include the following with their Proposal:

An Offer Letter (signed by an Authorized Representative of the Proposer) which incorporates by reference the Proposer’s Organizational Information Narrative, Program Proposal, and Cost Proposal. The Offer Letter must also include:

· Acknowledgment of reviewed RFP addenda, if any.

· A statement that the proposal remains valid for one (1) year from proposal due date.

For each proposed subcontractor (if any) – a written statement, signed by a representative authorized to bind the proposed subcontractor that states that the proposed subcontractor is committed to rendering the Services required by this RFP.

Organization Information Narrative (Mandatory, Scored) The Organization Information Narrative must not exceed thirty (30) numbered pages, excluding the following:

Subcontractor Engagement (not to exceed one page per subcontractor) Proposer Registration to do business in Oregon.

Reference check forms Value add to Program (limit 1 page) If the page number limitation is exceeded, DAS PS will count up to the page number limitation and remove the remaining pages prior to forwarding the Proposal to the Evaluation Committee. Please label each section of the Proposal clearly. If it is unclear, as determined by DAS PS, what section a page is, it will be counted towards the maximum number of pages.

Executive Summary Proposer must provide an Executive Summary of the Proposal in response to this RFP which provides, at a minimum, as applicable, for the Proposer:

Full legal name, including any and all company names previously used.

Mission statement.

Date founded (to be considered for review, company must be in business for a minimum of five (5) years).

Number of locations/offices including organization headquarters location. Preference will be given to organizations with a location in Oregon.

Principal lines of business.

Number of employees.

Identify Key Persons who would be assigned to overseeing the HPSP transition, if applicable, and ongoing functions with a brief description of their qualifications. Please include a statement about any planned retirements or extended leaves of absence for these key personnel during the time of July 2025 – July 2026.

Days and hours of operations.

Any certifications held.

Brief description of the company’s place in its market space, including identification of key competitors and reasons why the company should be considered over its competitors.

A statement regarding any bankruptcy history, planned office closures, and/or planned mergers, whether the organization has been involved in an adverse decision that affected the Proposer’s financial position of future viability.

Statement of any actual or potential conflicts of interest with respect to the Boards, DAS, the state of Oregon, any third party who may provide services of the HPSP Program.

This section must address item number 1 in Section 3.1 (Minimum Proposer Qualifications).

Subcontractor Engagement Proposer must provide a statement (not to exceed one (1) 8.5 by 11 page per subcontractor; these pages do not count toward the maximum number of pages for the Organizational Information Narrative) detailing any subcontracting firms or individual subcontractors that may be engaged as part of the Proposal to this RFP, clearly identifying those entities and the Services they will provide. In addition, include the following relative to each subcontractor:

Complete name and address of the subcontractor.

Date founded and number of years of Proposer’s direct collaboration with proposed subcontractor.

Number of locations/offices.

Number of employees.

Days and hours of operation.

Oregon business registration number.

Tax ID.

Disclose any conditions such as bankruptcy or financial problems, pending litigation, planned office closures, and planned mergers, if any.

Services to be provided by subcontractor. Type and percentage of work the subcontractor will be performing (areas other than what is required such as; Consultant, Consultation Group meeting Facilitator, and Third Party Evaluators).

Proposer’s Management & Organizational Structure Proposer shall provide a brief summary of Proposer’s management and organizational structure which includes internal reporting. This relates to the Proposer’s entire organization and how the proposed team integrates into that organization (not a brief summary of the organization of the team being proposed).

Internal Procedures and Policies Proposer shall provide a brief summary of Proposer’s internal procedures and policies related to work quality, and cost control to which contractor may be exposed.

Identify organization’s policy on hiring staff with criminal backgrounds.

Explain the billing policy Proposer will use to maintain the integrity of random drug testing and to reduce disruption of the protocol due to Licensee non-payment of Toxicology Testing (payment for testing is the Licensee’s responsibility).

DAS PS and the Boards reserve the right to request copies of the policies described above at any time.

Proposed HPSP Team Experience, Qualifications and Capacity (Key Persons/Roles) Proposer shall provide a resume for each Key Person (not more than 2 pages each) and other staffing resources. Please note, the minimum qualifications outlined in Section 3.1 must be met and must be demonstrated in Key Person resumes.

A key factor in the success of the Program is the degree of collaboration between the Boards and contractor staff. Contractor’s Program team will be responsible for supporting the Program with the activities described throughout the Scope of Work (Exhibit A of Attachment A). It’s expected the contractor will staff the Program team with individuals who have expertise to perform or administer the activities. Proposers shall propose Persons who have experience managing and administering a Program similar to the size and scope of the one identified in this RFP.

DAS SPS and the Boards reserve the right to use any information or additional references deemed necessary to establish the ability of the Proposer to satisfactorily perform in compliance with all contractual requirements and conditions.

Value Add to Program

a. Proposer shall provide a description of what sets Proposer’s firm apart from its competition. What does Proposer’s firm bring that makes it the best selection for the Program?

b. If Proposer is proposing any value-added services, Proposer shall include a statement describing those services.

c. Effort for Proposer team to implement the HPSP.

Responses to a, b, and c combined must be no longer than one page. Do not include marketing materials in the response as they will not be reviewed. Responses to section 3.3.4.6 will not be scored during evaluations.

Response to this Section 3.3.4.6 does not count toward the maximum number of pages for the Organizational Information Narrative.

Program Proposal Requirements (Mandatory, Scored) Proposals must include a Program Proposal that provides the following information for the Proposer and that of any subcontractor organizations. Proposers must provide the information required in the following order, restating the criteria title (such as “3.3.5.1 Determination of Eligibility and Transitioning Licensees from Other Diversion Programs.”), followed by the response using the corresponding numbering sequence. Program Proposals must not reference or identify cost information rates.

The Program Proposal can be no longer than sixty (60) pages. Any full-page info graphics, charts, and graphs shall not count toward this page limitation. DAS SPS will remove any pages over the limitation prior to forwarding the Proposal to the Evaluation Committee.

The Program Proposal developed for this RFP may be further developed during contract negotiations with the selected Proposer as one of the initial Program Deliverables after contract award.

The Program Plan must be comprehensive in scope and detail to convey Proposer’s ability to meet the requirements of this RFP and manage their role.

Determination of Eligibility and Transitioning Licensees from Other Diversion Programs Describe how Proposer will work with Board-approved, independent third-party evaluators to determine a Licensee’s eligibility for the Program.

Describe the steps Proposer will use to enroll Licensees who are referred by a Board.

Describe the steps Proposer will use to enroll Licensees who are referred by other sources.

Discuss how Proposer will work with the Boards to transition Licensees from the other diversion programs to this Program.

Discuss the critical elements that would need to be included in the transfer agreements.

Investigating Practice Describe how Proposer will ensure safe-practice investigations are conducted to determine whether a Licensee’s practices have presented or do present a danger to the public.

Discuss what the investigations would entail.

Describe the process Proposer will use to ensure Licensees in independent practice are investigated.

Discuss how Proposer will ensure safe practice investigations are conducted within ten (10) business days of a Licensee’s referrals.

Evaluating Employer Capacity to Supervise Licensee The Program is required to assess employers’ ability to supervise Licensees when in the practice setting and to establish minimum training requirements for supervisors who are responsible for Licensees who are direct reports. For this section, provide the following:

Describe the process Proposer will use to assess an employer’s ability to supervise Licensee.

Describe how Proposer will establish the minimum supervisor training requirements Proposer recommends for supervisors.

Some Licensees will return to independent practice settings where direct observation is not practical. What observation practices does Proposer propose for independent Licensees?

Coordinating Services In some cases, Licensees may have treatment plans from independent third-party treatment providers that require mood-altering medication that would otherwise be prohibited (e.g., pain management or medication–assisted addiction treatment). The Program is required to approve the use of such medications in conjunction with a person authorized by law to prescribe a particular drug for Licensee’s documented medical condition.

Discuss how Proposer will coordinate services with independent third-party health care providers who prescribe particular drugs for Licensee’s documented medical conditions while ensuring integrity of the Monitoring Agreements.

Communication Communication with the Licensee, Board(s), Monitoring Entity, Oversight Council, Monitoring Consultants, employer, independent third-party evaluator, toxicology service provider, and independent third-party treatment representatives will be complex and critical requiring a process that can handle the exchange accurately and quickly.

Describe in detail the communication processes and mechanisms (including information technology) Proposer will use to monitor Licensees’ compliance with their Agreements and to report significant noncompliance to the Board(s) and Monitoring Entity within the required critical timelines.

Describe the process and how quickly Proposer will be able to respond to emergent public safety concerns regarding Licensees.

Describe how and at what intervals Proposer will document these activities.

Toxicology Testing Describe Proposer’s experience with SAMHSA-certified Toxicology Testing and describe how Proposer will select a laboratory that can meet the services requirements of this contract.

Describe how Proposer will respond to Licensees who miss Toxicology Tests, have diluted Toxicology Test results or have other types of testing complications.

Monitoring Agreements and Compliance Monitoring Describe Proposer’s experience with compliance monitoring.

Based on that experience, list at least four (4) practice concerns that would be considered significant noncompliance with the Program.

Describe Proposer’s ability to provide non-treatment compliance monitoring group meetings for Licensees across Oregon.

Describe a proposed group meeting format that the Monitoring Consultants would follow.

Describe the criteria Proposer proposes to consider, when applicable to Board(s) requirements, in relation to requiring group meeting attendance as an additional component of a Licensee’s Monitoring Agreement.

Describe Proposer’s capacity to assess and evaluate, at least one (1) time per month, each Licensee’s compliance with the Program Monitoring Agreement.

Fitness to Practice Licensee’s Health Profession In some cases, the Program may need to consult with a particular Board regarding a Licensee’s return to practice before removing the limits on the Licensee’s practice of the Licensee’s health profession. As such, the Program will have substantial authority to establish and revise terms, limits and conditions of the Monitoring Agreement (e.g., prohibiting overtime work, prohibiting working as supervisor or manager).

Describe how Proposer will evaluate a Licensee’s fitness to practice.

Identify the staff position(s), credentials and qualifications that will be responsible for this function.

Quality Assurance and Performance Improvement Proposers shall provide a description of their overall quality management approach for the successful quality management of the activities for which they are responsible on the Program. Please be sure to address the items outlined in section 9, Contract and Performance Monitoring, of the Statement of Work (Exhibit A of Attachment A).

Describe how Proposer intends to conduct quality assurance.

Describe any research projects in which Proposer has participated that may relate to determining the effectiveness of monitoring health professionals who have substance use disorders; mental health disorders, including, but not limited to gambling disorders; or both types of disorders.

Describe how Proposer’s experience, past performance, qualifications and key staff will foster successful performance of the Work requirements.

Educational Outreach Briefly describe your organization’s proposed tactics for educational outreach as described in section 11 of the Statement of Work (Exhibit A of Attachment A).

Security Plan Provide a brief description of Proposer’s security measures to ensure compliance with HIPAA laws including physical and cyber security (not to exceed 3 pages).

Security Statement (Mandatory, Not Scored) Proposal must contain a statement pertaining to security checks as described below. This statement is not scored. The statement must demonstrate Proposer's agreement that if awarded a Contract:

1. Proposer and Proposer's staff who will have access to State systems, facilities, and confidential information will submit to all security checks requested by the State, DAS SPS or the Boards, which may include any combination of fingerprinting, Oregon Law Enforcement Data Systems (“LEDS”) and Federal Bureau of Investigation Criminal Justice Information Services (“FBI CJIS”) background checks, and comply with the following State of Oregon security standards:

a. Privileged Access Monitoring and Reporting viewable at: https://www.oregon.gov/das/Policies/107-004-140.pdf

b. Acceptable Use of State Information Assets viewable at:

https://www.oregon.gov/das/Policies/107-004-110.pdf

c. Oregon Statewide Information and Cyber Security Standards viewable at:

https://www.oregon.gov/das/OSCIO/Documents/2019StatewideInformationAndCyberSecurityStandardsV1.0.pdf

d. Statewide Cloud Computing policy:

http://www.oregon.gov/das/policies/107-004-150.pdf

2. Proposer shall protect at all times State of Oregon sensitive material including complying with the State’s security policies, the Family Educational Rights and Privacy Act (FERPA), 20 USC §1232g, and related administrative rules, which apply to education records of individual students and the Oregon Consumer Information Protection Act (ORS 646A.600 et seq.).

Please see Attachment I, Statewide Information & Cyber Security Standards Spreadsheet at the Moderate Level for a spreadsheet version of the standards referenced in this section. Please note, Attachment I is NOT to be completed and submitted unless a Proposer is invited to a subsequent round. See Section 4.13 for more information regarding additional rounds.

Work Samples Provide the following work samples. Samples do not count towards the maximum number of pages allowed.

A. Sample of a safe practice investigation to include a minimum of:

a. Record Checks:

i. A Social Security Number check.

ii. Criminal Records at the State and County level.

iii. Criminal Records at the Federal/National level.

iv. Professional License Verification (all jurisdictions).

v. Healthcare Sanctions (This search is done against “Level 3 of the FACIS database. A level 3 search identifies possible matches against HHS OIG – LEIE, GSA – EPLS, DEA FDA, Tricare and other federal sources and boards or agencies in all state, commonwealths, territories or the District of Columbia that publish opt out, exclusion, sanction, restriction, debarment, disqualification or discipline information.”

vi. Motor Vehicle Records (Driver history as opposed to vehicle owned).

vii. Registered Sex Offender B. Licensee Interview question topics:

a. What circumstances brought him/her to the program?

b. What is the history around the circumstances/issues?

c. Additional pertinent topics as identified by Investigator.

C. Sample weekly and monthly report(s) as described in the Statement of Work (Exhibit A of Attachment A) sections 2.17.1, 7.1, 7.2 and 8.

D. Three (3) sample monitoring agreements. Provide one sample for each of the following disorders: (1) alcohol use, severe; (2) bipolar disorder; and (3) alcohol use, severe with co-occurring bipolar disorder.

E. Release of information form that demonstrates Proposer’s capacity to exchange information with other organizations.

F. Memo of Understanding that demonstrates Proposer’s ability to establish a framework for coordination and cooperation with other organizations.

G. Provide at least two (2) examples of Proposer’s return to work agreements that demonstrate Proposer’s experience in navigating the challenges for the Licensee, the employer and the licensing Board.

Data Collection and Management System Describe Proposer’s proposed electronic data collection and management system that will be used to collect, organize, retrieve, and report Program data.

References Provide 3 references from current or former client firms for similar projects performed for any clients within the last 5 years. References must be able to verify the quality of previous, related Work.

DAS SPS may check to determine if references provided support Proposer’s ability to comply with the requirements of this RFP. DAS SPS may use references to obtain additional information, or verify any information needed. DAS SPS may contact any reference (submitted or not) to verify Proposer’s qualifications.

Proposer shall send the Reference Check Form (Attachment D) to its references. Reference forms must be completed by the reference, returned to the Proposer and submitted with the Proposal.

Price Proposal Proposers must submit a detailed Price Proposal (Attachment E).

Provide HPSP Program costs for the items bulleted in Attachment G and annual costs for the administration of the HPSP Program for FY, 2026, 2027, 2028 and 2029.

ROUND 1 SOLICITATION PROCESS

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.

PRE-PROPOSAL CONFERENCE

A Pre-Proposal conference will be held at the date and time listed in the Schedule. Prospective Proposers’ participation in this conference is highly encouraged but not mandatory.

The purpose of the Pre-Proposal conference is to:

Provide additional description of the project;

Explain the RFP process; and Answer any questions Proposers may have related to the project or the process.

Statements made at the Pre-Proposal conference are not binding upon DAS SPS. Proposers may be asked to submit questions in Writing.

Interested parties may participate in the Pre-Proposal Conference by:

Join the meeting now Meeting ID: 254 875 187 338 Passcode: Ko2Ta3bP

Dial in by phone +1 503-446-4951,,987225453# United States, Portland Find a local number Phone conference ID: 987 225 453#

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.

SOLICITATION PROTESTS

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.

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.

Requirements for Protests All protests must:

Be delivered to the SPC via email.

Reference the OregonBuys bid number.

Identify prospective Proposer’s name and contact information.

Be sent by an authorized representative.

State the reason for the protest, including:

the grounds that demonstrate how the Procurement Process is contrary to law, Unnecessarily Restrictive, legally flawed, or improperly specifies a brand name; and 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.

PROPOSAL DELIVERY OPTIONS

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

Delivery through OregonBuys Proposal submission must be electronically through OregonBuys. at: OregonBuys.gov Detailed instructions on how to submit a Proposal can be found at OregonBuys Vendor Formal Solicitation Response.pdf

PROPOSAL MODIFICATION OR WITHDRAWAL

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

If a Proposer wishes to withdraw a submitted Proposal, it must submit a Written notice signed by an authorized representative of its intent to withdraw to the SPC via email prior to the Opening in accordance with OAR 125-247-0440. To be effective the notice must include the OregonBuys bid number.

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.

PUBLIC OPENING

A public Opening will be held on the date and time listed in the Schedule set forth in Section 1.2 and in the manner stated on the Cover Page. Only the name of the Proposer will be read at the Opening, no other information will be made available at that time. Proposals received will not be available for inspection until after the evaluation process has been completed and the notice of Intent to Award is issued pursuant to OAR 125-247-0630.

Proposers may attend the public Opening by logging into the Teams meeting (information located below) on the date and time listed in the Schedule set forth in Section 1.2. Interested parties may participate in the public Opening by:

Microsoft Teams Need help?

Join the meeting now Meeting ID: 262 754 931 672 Passcode: iz3mV7mz

Dial in by phone +1 503-446-4951,,541707225# United States, Portland Find a local number Phone conference ID: 541 707 225#

PROPOSAL REJECTION

DAS SPS 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 DAS SPS’ 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).

ROUND 1 EVALUATION PROCESS

Responsiveness and Responsibility Determination Responsiveness determination A Proposal received prior to Opening will be reviewed to determine if it is Responsive to all RFP requirements including compliance with Section 3.1 (Minimum Qualifications) and Section 3.2 (Minimum Submission Requirements). If the Proposal is unclear, the SPC may request clarification from Proposer. However, clarifications may not be used to rehabilitate a non-Responsive proposal. If the SPC finds the Proposal non-Responsive, the Proposal may be rejected; however, DAS SPS may waive mistakes in accordance with OAR 125-247-0470.

Responsibility Determination DAS SPS 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 G) with Proposal.

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

Evaluation Criteria Each Proposal meeting all Responsiveness and requirements set forth in this RFP will be independently evaluated by members of an Evaluation Committee. Evaluation Committee members may change and DAS SPS may have additional or fewer evaluators for optional rounds of competition. Evaluators will assign a score for each evaluation criterion listed below in Section 4.10.3 up to the maximum points available as specified in Section 4.11 (Point and Score Calculation).

The 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.

The scoring of the Cost Proposal and Reference Information Scoring is a mathematical process. For that reason, during the evaluation process, the evaluation criteria will be relied on more for evaluation of the Organizational Information Narratives and Program Proposals.

At an overall level, the criteria used for evaluating the Proposals is based on the requirements outlined throughout Section 3 (General Proposal Requirements) of this RFP.

The following list of evaluation criteria will be used for the Organizational Information Narrative and Program Proposal.

Evaluation/Scoring Process The Evaluation Team will evaluate and score the Organizational Information Narratives and Program Proposals based on the information contained within the Proposals and the criteria described in the Section 4.10.2 (Evaluation Criteria).

DAS SPS will calculate scores for the Cost Proposals and provide a score based on the criteria described in Section 410.3.3 (Scoring of Cost Proposals). Reference checks will be conducted and scores provided by the Reference Checks, will be incorporated as described in Section 4.10.3.4 (Scoring of References).

Further details on the evaluation and scoring process is provided in the subsections below.

Evaluation and Scoring of Organizational Information Narratives The Evaluation Committee will evaluate and score all elements of the Organizational Information Narrative.

The total score for the Organizational Information Narrative will be calculated from the average of the scores provided by the evaluation team members.

See Section 3.3.4 (Organizational Information Narrative) for instructions related to submitting the Organizational Information Narrative.

Evaluation and scoring of Program Proposals The Evaluation Committee will evaluate and score all elements of the Program Proposal Requirements.

The total score for the Program Proposal will be calculated from the average of the scores provided by the evaluation team members.

See Section 3.3.5 (Program Proposal Requirements) for instructions related to submitting the Program Proposal.

Price Evaluation

The SPC will conduct the price evaluation. The SPC will award a price score to each Price Proposal based upon the percentage of the proposed price as compared to the lowest Proposer’s price using the following formula:

price being scored

Scoring of References The reference points from each of the three references provided in Section 3.3.6 (References) for a given Proposer will be summed to compute each Proposer’s total reference points. The total reference points awarded to each Proposal will be added to its respective average Organizational Information Narrative and Program. The maximum number of points for each of the three (3) references is 30 for a maximum possible total reference points of 90.

PREFERENCES

Reciprocal Preference For evaluation purposes per OAR 125-246-0310, DAS SPS shall add a percentage increase to each out-of-state Proposer's Proposal price that is equal to the percentage preference, if any, given to a Resident Proposer in the Proposer's state.

Recycled Materials DAS SPS will give preference to Goods manufactured from Recycled Materials if each of the conditions specified in ORS 279A.125 (2) exists following any adjustments made to the price of the Goods according to any applicable reciprocal preference.

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

ROUND 1 POINT AND SCORE CALCULATIONS

The highest possible overall score is 2,720 points including all potential bonus points. See table below:

Possible Points

Organizational Information Narrative The Evaluation Committee will evaluate and score all elements of the Organizational Information Narrative. Sections being scored include:

· Executive Summary (100)

· Subcontractor Engagement (45)

· Proposer’s Management and Organizational Structure and Internal Procedures and Policies (40)

· Proposed HPSP Team Experience and Qualifications., and Capacity (145)

· References and Description of Similar Projects (120)

Total Possible Points: 450

Program Proposal The Evaluation Committee will evaluate and score all elements of the Program Proposal. Sections being scored include:

· Determination of Eligibility and Transitioning Licensees from Other Diversion Programs (100)

· Investigating Practices (300)

· Evaluating Employer Capacity to Supervise Licensee (300)

· Coordinating Services (100)

· Communication (300)

· Toxicology Testing (35)

· Monitoring Agreement and Compliance…