PH RFP 230080 PROJECT ECHO COVID-19 RECOVERY.DOCX
Extracted text (via pymupdf)
48666 characters
SERIAL #: PH RFP 230080
1
NOTICE OF SOLICITATION
SERIAL #: PH RFP 230080
REQUEST FOR PROPOSAL FOR:
Project ECHO COVID-19 Recovery Education & Care Management Program
Notice is hereby given that Maricopa County is conducting this request for proposals, electronically through an outside
e-procurement platform, Periscope S2G (formally known as BidSync), until 2:00 P.M. Phoenix Time (M.S.T.) on
December 12, 2022, for SERIAL # PH RFP 230080, REQUEST FOR PROPOSALS FOR: Project ECHO
COVID-19 Recovery Education & Care Management Program
All responses shall be submitted electronically through the e-procurement platform prior to the bid closing. The bid
will be listed under “PH RFP 230080, REQUEST FOR PROPOSAL FOR: Project ECHO COVID-19 Recovery
Education and Care Management.”
The Maricopa County Procurement Code (“The Code”) governs this procurement and is incorporated by reference.
Any protest concerning this Request for Proposal must be filed with the Procurement Officer in accordance with
Section MC1-905 of the Code.
DIRECT ALL INQUIRIES TO:
CHERYL BUCALO, PROCUREMENT OFFICER
TELEPHONE: (602) 506-6886 / EMAIL: cheryl.bucalo@maricopa.gov
THERE WILL BE NO PRE-BID CONFERENCE FOR THIS SOLICITATION
NOTE: MARICOPA COUNTY PUBLISHES ITS SOLICITATIONS ONLINE AND THEY ARE AVAILABLE
FOR VIEWING AND/OR DOWNLOADING AT THE FOLLOWING INTERNET ADDRESS:
ONLY RESPONSES THAT ARE SUBMITTED THROUGH THE E-PROCUREMENT PLATFORM
(https://www.periscopeholdings.com/s2g) AND CONTAIN ALL ITEMS LISTED IN SECTION 5.0 WILL
BE CONSIDERED.
For submission instructions, see Exhibit 1.
For assistance with the e-procurement platform functionality, contact Periscope S2G’s Vendor Support
Department via phone or email, during regular business hours: 1-800-990-9339 or support@PeriscopeS2G.com,
or visit the Periscope S2G support portal.
All standard terms and conditions concerning this Request for Proposals can be located at
https://www.maricopa.gov/DocumentCenter/View/6453.
Any addenda to this Request for Proposals will be posted on the Maricopa County Office of Procurement Services
website under the solicitation serial number. This information will also be posted online at
https://www.periscopeholdings.com/s2g.
FAILURE TO REVIEW ANY ADDENDA DOES NOT NEGATE YOUR INITIAL OFFER AND HOLDS THE
RESPONDENT RESPONSIBLE FOR ANY CHANGES PRIOR TO BID CLOSING.
2
https://www.maricopa.gov/2190/Solicitations
3
TABLE OF CONTENTS
NOTICE
TABLE OF CONTENTS
SECTIONS:
1.0
INTENT
2.0
SCOPE OF WORK
3.0
PROCUREMENT REQUIREMENTS
4.0
TERMS AND CONDITIONS
5.0
INSTRUCTIONS
ATTACHMENTS:
ATTACHMENT A
PRICING
ATTACHMENT B
AGREEMENT/SIGNATURE PAGE
ATTACHMENT C
REFERENCES
ATTACHMENT D
BUDGET TEMPLATE
EXHIBITS:
EXHIBIT 1
PERISCOPE S2G REGISTRATION AND ELECTRONIC SUBMISSION
INSTRUCTIONS
EXHIBIT 2
OFFICE OF PROCUREMENT SERVICES CONTRACTOR TRAVEL AND PER
DIEM POLICY
EXHIBIT 3
DRAFT CONTRACT
EXHIBIT 4
INSURANCE CERTIFICATE EXAMPLE
EXHIBIT 5
SOLE PROPRIETOR WAIVER, IF REQUIRED
SERIAL #: PH RFP 230080
Page 4 of 30
REQUEST FOR PROPOSAL FOR: Project ECHO COVID-19 Recovery Education and Care
Management Program
1.0
INTENT:
Health inequities in the United States have been exacerbated since the start of the COVID-19 pandemic. Data shows
Black, Latinx, American Indian, Alaska Native, Asian, Native Hawaiian and Pacific Islander, and other non-white
racial groups have higher rates of infection, hospitalization, and death from COVID. Communities more harshly
impacted by COVID are now reckoning its longer-term sequelae, long COVID. Long COVID, also referred to as
post-COVID conditions, is a term which refers to lingering post-acute symptoms lasting more than three weeks and
chronic symptoms lasting more than three months. Multiple factors contribute to these disparities including, but not
limited to economic status, occupational risks, and presence of co-morbidities; all of which disproportionality
impact racial and ethnic minorities. These populations that are vulnerable to the impacts of post-COVID conditions
also encounter barriers to quality healthcare.
Low-income households are likely to face geographical and economic barriers to healthcare. For example, access to
adequate public transportation is an ongoing issue that has been further negatively impacted by the COVID-19
pandemic. There is also the immediate impact of medical costs, particularly when hospitalization is required, as well
as the lasting impact on earning potential when unable to work for extended periods of time. In addition to being at
higher risk of contracting acute COVID — and therefore are more often burdened with post-COVID conditions —
essential workers also encounter occupational barriers to healthcare. Typically, they do not have the financial means
to opt out of work to seek medical care or to protect the health of their families and themselves. The aforementioned
groups are also more likely to have pre-existing conditions (diabetes, heart disease, hypertension, etc.) that
complicate their treatment and compound the financial implications of medical care.
Post-COVID conditions impact multiple systems in the body, requiring a strong, effective response from primary
care providers. It has been demonstrated that a coordinated, holistic approach to primary care saves lives and lowers
overall healthcare costs. However, providers may find they do not have adequate access to specialist services or
knowledge during the treatment and/or recovery of COVID. Given the health disparities and barriers to care often
impacting vulnerable populations, health care providers would benefit from additional resources to better support
individuals and their families.
Project ECHO (Extension for Community Healthcare Outcomes), developed by Sanjeev Arora, M.D., at the
University of New Mexico Health Sciences Center, is a collaborative model of medical education and care
management that helps clinicians provide expert-level care to patients wherever they live. Using video-conferencing
technology to train, advise, and support health care providers, Project ECHO increases access to specialty treatment
in rural and underserved areas for a variety of conditions. For more information on Project ECHO, please visit
https://hsc.unm.edu/echo/what-we-do/about-the-echo-model.html
Maricopa County Department of Public Health (MCDPH) would like to subcontract with a qualified Contractor to
develop and implement a program based on the Project ECHO model for health care on subjects related to recovery
from post-COVID-19 conditions. It is our intent to select one subrecipient to carry out the specified scope of work
with a total budget that does not exceed $500,000. However, MCDPH reserves the right to accept and award any
proposal exceeding this amount as well as award to multiple awardees if it is determined to be in the best interests of
Maricopa County. Compensation shall be paid out upon completion of deliverables and estimated costs shall be
submitted on a proposed budget worksheet. Contractor may invoice as often as needed with the final invoice due no
later than May 31, 2024. If requested, MCDPH may authorize limited advance payments to be made to Contractors
who do not have sufficient capacity to purchase necessary start-up materials. All work shall be completed and
documented in a final report that shall be due no later than May 31, 2024. If additional funds become available, any
award resulting from this solicitation may be amended and/or extended based on the need for continuous services as
SERIAL #: PH RFP 230080
Page 5 of 30
well as satisfactory Contractor performance. Any additional deliverables or changes to the scope of work and/or
compensation amounts, shall be subject to negotiation and approved by all parties.
2.0
SCOPE OF WORK:
2.1
With a focus on primary care providers serving patients in rural and/or underserved areas of
Maricopa County (hereafter referred to as participants) Contractor shall:
2.1.1
Utilize the Project ECHO model to develop and implement a program with at least 12
virtual sessions on recovery of post-COVID conditions. Contractor shall determine
appropriate cadence of meetings in collaboration with participants. Each of the twelve
sessions shall be at least one hour long and start with a 20-minute presentation from
specialists on participant-identified topics. Each presentation shall be followed by a case
presentation submitted by a participant. Each session should wrap-up with resources,
recommendations, and a survey designed to document participant experiences in the
program and a way for participants to identify topics for future meetings.
2.1.2
Address topics that may include, but are not limited to, the following:
2.1.2.1
Definition of post-COVID conditions, who is at highest risk, and how to
recognize it
2.1.2.2
Mental health and post-COVID conditions
2.1.2.3
Neurologic effects of post-COVID conditions
2.1.2.4
Respiratory effects of post-COVID conditions
2.1.2.5
Cardiovascular effects of post-COVID conditions
2.1.2.6
Brain fog and other cognitive effects of post-COVID conditions
2.1.2.7
What family practice clinicians need to know regarding post-COVID conditions
2.1.2.8
Free and low-cost resources within Maricopa County available to patients with
post-COVID
2.1.2.9
Long COVID as a disability under the ADA
2.1.3
Develop and implement a recruitment and engagement plan to engage primary care
providers in rural, underserved areas. Plan should provide a detailed plan which includes
the number of physicians to recruit and best practice engagement strategies tailored to
rural areas that the agency plans to employ.
2.2
Offer Continuing Medical Education (CME) credits to participating providers at no-cost to the
provider.
2.3
Support MCDPH with mobilizing community partners and residents to participate in the 2023
Maricopa County Community Health Needs Assessment to ensure accurate and equitable data
collection that will represent our rural and/or underserved populations.
2.4
Complete the following for Reporting purposes:
2.4.1
Develop and implement a project evaluation strategy to include, but not be limited to:
2.4.1.1
the number of health care providers trained
2.4.1.2
reporting on how trained providers have incorporated knowledge into practice
2.4.1.3
how the training will impact patients with health disparities
2.4.1.4
reflection on successes and challenges
SERIAL #: PH RFP 230080
Page 6 of 30
2.4.1.5
ideation of future opportunities
2.4.2
Provide reports quarterly with both narrative updates (progress toward deliverables,
successes achieved during the preceding quarter, and challenges encountered) as well as
provide metrics related to:
2.4.2.1
the number of health care providers trained
2.4.2.2
infrastructure improvements made by trained providers within their individual
healthcare practices
2.4.2.3
other metrics as defined by evaluation team
2.5
Refrain from purchasing the following Unallowable Expenses:
2.5.1
Any type of food or beverage, including bottled water
2.5.2
Any type of gift card, stipend, lottery ticket, or any other type of cash incentive
2.5.3
Incentives for participants to attend events or meetings
2.5.4
Any type of alcohol or tobacco products, including vape materials
2.5.5
Vehicles or capital assets
2.6
Contractor may budget up to 10% for Indirect Costs.
2.7
Complete and invoice for all work by May 31, 2024.
2.8
Understand and comply with all federal requirements related to funding source. Chosen recipients
awarded a contract will be considered a subrecipient, which entails a higher level of compliance
monitoring. Subrecipients should account for at least one site visit per year, quarterly compliance
monitoring, and ongoing engagement with the MCDPH Compliance team when completing
budget projections. Any costs incurred for these additional activities must be included in the total
proposed budget and all proposed costs are subject to negotiation prior to award as well as to audit
reviews upon invoice submission.
3.0
PROCUREMENT REQUIREMENTS:
3.1
PERFORMANCE:
It shall be the Contractor’s responsibility to meet the proposed performance requirements. Maricopa
County reserves the right to obtain services on the open market in the event the Contractor fails to
perform, and any price differential will be charged against the Contractor.
3.2
CONTRACTOR EMPLOYEE MANAGEMENT:
3.2.1
Contractor shall endeavor to maintain the personnel proposed in their proposal
throughout the performance of this Contract. In the event that Contractor personnel’s
employment status changes, Contractor shall provide County a list of proposed
candidates with equivalent experience. Under no circumstances is it acceptable for the
implementation schedule to be impacted by a personnel change on the part of the
Contractor.
3.2.2
Contractor shall not reassign any key personnel without the express consent of the
County.
SERIAL #: PH RFP 230080
Page 7 of 30
3.2.3
County reserves the right to immediately remove from its premises any Contractor
personnel it determines is a risk to County operations.
3.2.4
County reserves the right to request the replacement of Contractor personnel at any time,
for any reason.
3.3
INVOICES AND PAYMENTS:
3.3.1
The Contractor shall submit one (1) legible copy of their detailed invoice before payment(s)
can be made. Incomplete invoices will not be processed. At a minimum, the invoice must
provide the following information:
•
Company name, address, and contact
•
County bill-to name and contact information
•
Contract Serial Number and Title
•
County purchase order number
•
Invoice number and date
•
Payment terms
•
Deliverable description
•
Total Amount Due
3.3.2
Problems regarding billing or invoicing shall be directed to the Department as listed on the
Purchase Order.
3.3.3
Payment shall only be made to the Contractor by Accounts Payable through the Maricopa
County Vendor Express Payment Program. This is an Electronic Funds Transfer (EFT)
process. After Contract Award the Contractor shall complete the Vendor Registration
Form located on the County Department of Finance Vendor Registration Web Site
https://azdom-vss-ext.hostams.com/PRDVSS2X1/Advantage4
3.3.4
Discounts offered in the contract shall be calculated based on the date a properly completed
invoice is received by the County.
3.3.5
EFT payments to the routing and account numbers designated by the Contractor will
include the details on the specific invoices that the payment covers. The Contractor is
required to discuss remittance delivery capabilities with their designated financial
institution for access to those details.
3.4
APPLICABLE TAXES:
3.4.1
Payment of Taxes: The Contractor shall pay all applicable taxes. With respect to any
installation labor on items that are not attached to real property performed by Contractor
under the terms of this Contract, the installation labor cost and the gross receipts for
materials provided shall be listed separately on the Contractor’s invoices.
3.4.2
State and Local Transaction Privilege Taxes: To the extent any State and local transaction
privilege taxes apply to sales made under the terms of this contract it is the responsibility
of the seller to collect and remit all applicable taxes to the proper taxing jurisdiction of
authority.
SERIAL #: PH RFP 230080
Page 8 of 30
3.4.3
Tax Indemnification: Contractor and all subcontractors shall pay all Federal, State, and
local taxes applicable to its operation and any persons employed by the Contractor.
Contractor shall require all subcontractors to hold Maricopa County harmless from any
responsibility for taxes, damages and interest, if applicable, contributions required under
Federal, and/or State and local laws and regulations, and any other costs including
transaction privilege taxes, unemployment compensation insurance, Social Security, and
Worker’s Compensation.
3.5
TAX (SERVICES):
No tax shall be invoiced or paid against Contractor’s labor. It is the responsibility of the Contractor
to determine any and all applicable taxes and include the cost in the proposal price.
3.6
POST AWARD MEETING:
The Contractor may be required to attend a post-award meeting with the Department to discuss the
terms and conditions of this Contract. This meeting will be coordinated by the Procurement Officer or
the Program Manager of the Contract.
3.7
CONFIDENTIALITY:
In the course of the solicitation process, the County may disclose information that is proprietary or
confidential. By submitting a proposal to the solicitation, the offeror agrees that, except as necessary
to prepare a response to this solicitation, neither it nor its agents or employees will communicate,
divulge or disseminate to any third party-persons or entities, any information that is disclosed to it
by the County during the course of these discussions without the express written authorization of
the County. If the offeror does disclose County proprietary or confidential information to a third
party in preparing a response to this solicitation, it shall require the third party to acknowledge and
comply with this provision.
3.8
PUBLIC RECORDS:
Under Arizona law, all Offers submitted and opened are public records and must be retained by the
Records Manager at the Office of Procurement Services. Offers shall be open to public inspection
and copying after Contract award and execution, except for such Offers or sections thereof
determined to contain proprietary or confidential information by the Office of Procurement Services.
If an Offeror believes that information in its Offer or any resulting Contract should not be released
in response to a public record request under Arizona law, the Offeror shall indicate the specific
information deemed confidential or proprietary and submit a statement with its offer detailing the
reasons that the information should not be disclosed. Such reasons shall include the specific harm
or prejudice which may arise from disclosure. The Records Manager of the Office of Procurement
Services shall determine whether the identified information is confidential pursuant to the Maricopa
County Procurement Code.
3.9
INFLUENCE:
As prescribed in MC1-1203 of the Maricopa County Procurement Code, any effort to influence an
employee or agent to breach the Maricopa County Ethical Code of Conduct or any ethical conduct,
may be grounds for Disbarment or Suspension under MC1-902.
An attempt to influence includes, but is not limited to:
SERIAL #: PH RFP 230080
Page 9 of 30
3.9.1
A Person offering or providing a gratuity, gift, tip, present, donation, money, entertainment
or educational passes or tickets, or any type of valuable contribution or subsidy,
3.9.2
That is offered or given with the intent to influence a decision, obtain a contract, garner
favorable treatment, or gain favorable consideration of any kind.
If a Person attempts to influence any employee or agent of Maricopa County, the Chief Procurement
Officer, or his designee, reserves the right to seek any remedy provided by the Maricopa County
Procurement Code, any remedy in equity or in the law, or any remedy provided by this contract.
ABSOLUTELY NO CONTACT BETWEEN THE RESPONDENT AND ANY COUNTY
PERSONNEL, OTHER THAN THE OFFICE OF PROCUREMENT SERVICES, IS ALLOWED
DURING THE SOLICITATION PROCESS UNLESS THE COMMUNICATION IS IN REGARD
TO PRE-EXISTING BUSINESS WITH THE COUNTY. ANY COMMUNICATIONS
REGARDING THE SOLICITATION, ITS PARTICIPANTS OR ANY DOCUMENTATION
PRIOR TO THE CONTRACT AWARD MAY BE GROUNDS FOR DISMISSAL OF THE
RESPONDENT FROM THE EVALUATION PROCESS.
4.0
CONTRACTUAL AND SPECIAL TERMS & CONDITIONS:
4.1
DRAFT CONTRACT SEE EXHIBIT 3:
5.0
INSTRUCTIONS TO RESPONDENTS: (Please note that this Section does not become part
of any resultant contract.)
Proposers are solely responsible for submitting proposals, and any modifications or withdrawals, to be
received at the time and designated location required by the solicitation (RFP, or any other solicitation
notice).
Any proposal, modification, or withdrawal received after the designated time is “late” and will be rejected
and shall not be evaluated per Paragraph MC1-320 of the Maricopa County Procurement Code.
5.1
SCHEDULE OF EVENTS:
Request for Proposals Issued:
Wednesday, November 16, 2022
Deadline for written questions is 2:00 PM on Friday, November 25, 2022. All questions need to
be submitted via Periscope S2G/Bidsync at (https://www.periscopeholdings.com/s2g) under the
Q&A’s tab for the solicitation and must be received by 2:00 PM Phoenix time (M.S.T.). Answers
shall be posted as soon as they become available.
Proposals Opening Date:
Monday, December 12, 2022
Deadline for submission of proposals is 2:00 P.M., Phoenix Time (M.S.T.), on DECEMBER 12,
2022. All proposals must be received before 2:00 P.M., Phoenix Time (M.S.T.), on the date above
via https://www.periscopeholdings.com/s2g.
Proposed selection and negotiation:
December 12 – December 23, 2022
Proposed Best & Final (if required)
December 23 – January 10, 2022
SERIAL #: PH RFP 230080
Page 10 of 30
Proposed award of Contract:
January 25, 2023
All responses to this Request for Proposal become the property of Maricopa County and (other than
pricing) will be held confidential, to the extent permissible by law. The County will not be held
accountable if material from proposal responses is obtained without the written consent of the
Respondent by parties other than the County.
5.2
INQUIRIES AND NOTICES:
All inquiries concerning information herein shall be addressed to:
Maricopa County Public Health
Attn: Procurement
4041 N. Central Avenue, #1400
Phoenix, AZ 85012
Administrative telephone inquiries shall be addressed to:
Cheryl Bucalo, Procurement Supervisor, 602 506-6886
Cheryl.Bucalo@Maricopa.gov
Inquiries may be submitted by telephone but must be followed up in writing. No oral
communication is binding on Maricopa County.
5.3
INSTRUCTIONS FOR PREPARING AND SUBMITTING PROPOSALS:
Respondents shall submit their proposals electronically via the Periscope S2G/BidSync system in
accordance with Section 5.5 as follows:
5.3.1
It is requested that Respondents upload a single PDF document containing all required
elements (Refer to Section 5.5.1 – 5.5.11) of their entire response in addition to each file
in their native format (Word, Excel, etc.). The PDF version shall be used by the chosen
evaluators.
5.3.2
In the event the Respondent would like to request that certain sections be held confidential,
they need to identify which portion(s). Please see Exhibit 3 – Draft Contract, Section 6.29
Public Records for more information.
5.3.3
Proposals shall be signed by an owner, partner, or corporate official who has been
authorized to make such commitments (Attachment B). All prices shall be held firm for a
period of one year after the RFP closing date.
5.4
GENERAL CONTENT:
5.4.1
The Proposal should be specific and complete in every detail. It should be practical and
provide a straightforward, concise delineation of capabilities to satisfactorily perform the
Contract being sought.
5.4.2
The Respondent should not necessarily limit the proposal to the performance of the services
in accordance with this Request for Proposal but should outline any additional services and
their costs if the Respondent deems them necessary to accomplish the program.
SERIAL #: PH RFP 230080
Page 11 of 30
5.5
FORMAT AND CONTENT:
To aid in the evaluation, it is desired that all proposals follow the same general format. The proposal
must be submitted electronically and have sections clearly labeled as below: (Responses are limited
to 50 pages, 10-point font type).
5.5.1
Executive Summary – This section shall contain an outline of the general approach utilized
in the proposal.
5.5.2
Proposal – This section should contain a statement of all the programs and services
proposed. Proposals should be all-inclusive, detailing respondent’s best offer. The
following components shall be included:
5.5.2.1
Methodology/approach on the development and implementation of the program.
Where possible, be sure to address the expected impact on populations that are
traditionally underserved.
5.5.2.2
Abstract of each topic to be discussed and a proposed timeline for sessions. If
applicable, include bios of proposed expert presenters.
5.5.2.3
Recruitment strategy that details the types and number of physicians to be
recruited as well as the intended target areas (zip codes, geography).
5.5.2.4
Evaluation strategy that addresses, at a minimum, the number of physicians that
complete the program, background of patients to be impacted due to this training,
successes, challenges, and opportunities.
5.5.2.5
Detailed timeline for project including specific deliverables. The project end date
shall be no later than May 31, 2024.
5.5.3
Qualifications – This section shall describe the respondent’s ability and experience related
to the programs and services proposed. All project personnel, as applicable, shall be listed
including a description of assignments and responsibilities, a resume of professional
experience, an estimate of the time each would devote to this program, and other pertinent
information. Highlight any prior projects that have utilized the Project ECHO model.
5.5.4
Compensation - This section shall contain a detailed budget (Attachment D, Budget
Template) and a budget narrative including the total compensation requested for the
services you intend to provide. The total amount shall be inclusive of all costs and
include a proposed payment schedule tied to specific deliverables. If advanced payments
are necessary to begin work, please include the requested amount as well as a
justification for the advance in the narrative portion.
5.5.5
Proposal exceptions
5.5.6
Attachment A (Pricing)
5.5.7
Attachment B (Agreement Page)
5.5.8
Attachment C (References)
SERIAL #: PH RFP 230080
Page 12 of 30
5.5.9
Attachment D (Budget Template)
5.5.10
Exhibit 5, Sole Proprietor Waiver (If applicable)
5.5.11
Copy of current Certificate of Insurance (if unavailable at time of submission, Contractor
shall have 30 days from date of award to submit a valid copy.) (Exhibit 4)
5.6
EXCEPTIONS TO THE SOLICITATION:
The Respondent shall identify and list all exceptions taken to all sections of PH RFP 230080 and
list these exceptions referencing the section (paragraph) where the exception exists and identify the
exceptions and the proposed wording for the Respondent’s exception under the heading, “Exception
to the PROPOSAL Solicitation, SERIAL PH RFP 230080”. Exceptions that surface elsewhere
and that do not also appear under the heading, “Exceptions to the PROPOSAL Solicitation,
SERIAL PH RFP 230080,” shall be considered invalid and void and of no contractual
significance.
The County reserves the rights to accept any exception, discuss the exemption with the offeror, or
reject any exception.
SERIAL #: PH RFP 230080
Page 13 of 30
5.7
EVALUATION OF PROPOSAL – SELECTION FACTORS:
A Proposal Evaluation Committee shall be appointed and chaired by the Procurement Officer to
evaluate each Proposal. At the County’s option, Respondents may be invited to make presentations to
the Evaluation Committee. Best and Final Offers and/or Negotiations may be conducted, as needed,
with the highest rated Respondent(s). Proposals will be evaluated on the following criteria which are
listed in descending or equal order of importance.
5.7.1
Proposed methodology/approach to developing and implementing the program
5.7.2
Previous experience facilitating a program using the Project ECHO model
5.7.3
Capacity to quickly begin offering this strategy and proposed timeline for completion,
including the recruitment strategy and proposed timeline
5.7.4
Proposed budget
NOTE 1:
RESPONDENTS ARE REQUIRED TO USE ATTACHED FORMS TO SUBMIT THEIR
PROPOSAL.
NOTE 2:
RESPONDENTS ARE STRONGLY ENCOURAGED TO REVIEW MARICOPA COUNTY’S
PROCUREMENT ADMINISTRATIVE INFORMATION PRIOR TO SUBMITTING A BID.
FOR THIS INFORMATION, GO TO: (https://www.maricopa.gov/DocumentCenter/View/6453).
SERIAL #: PH RFP 230080
Page 14 of 30
ATTACHMENT A
PRICING
BIDDER NAME:
VENDOR #, IF KNOWN. LEAVE BLANK IF NOT REGISTERED YET:
BIDDER ADDRESS:
P.O. ADDRESS:
BIDDER PHONE #:
BIDDER FAX #:
COMPANY WEB SITE:
COMPANY CONTACT (REP):
E-MAIL ADDRESS (REP):
PAYMENT TERMS:
Net 30
COMPENSATION/FEES:
TOTAL BUDGET:
Project ECHO COVID-19 Recovery
Education & Care Management Program
$
(As defined herein)
(Please fill in)
Respondent's signature below indicates understanding and agreement to perform the services outlined in the Request for Proposal
indicated above for the total amount they have listed above.
Signature (REQUIRED)
Date
SERIAL #: PH RFP 230080
Page 15 of 30
ATTACHMENT B
AGREEMENT
Respondent hereby certifies that Respondent has read, understands and agrees that acceptance by Maricopa County of the Respondent’s
Offer will create a binding Contract. Respondent agrees to fully comply with all terms and conditions as set forth in the Maricopa
County Procurement Code, and amendments thereto, together with the specifications and other documentary forms herewith made a
part of this specific procurement.
BY SIGNING THIS PAGE THE SUBMITTING RESPONDENT CERTIFIES THAT RESPONDENT HAS REVIEWED THE
ADMINISTRATIVE INFORMATION AND STANDARD CONTRACT’S TERMS AND CONDITIONS LOCATED AT
(http://www.maricopa.gov/DocumentCenter/View/6453) AND AGREE TO BE CONTRACTUALLY BOUND TO THEM.
RESPONDENT (FIRM) SUBMITTING PROPOSAL
FEDERAL TAX ID #
DUNS #
PRINTED NAME AND TITLE
AUTHORIZED SIGNATURE
/
ADDRESS
TELEPHONE
FAX #
CITY
STATE
ZIP
DATE
WEB SITE
EMAIL ADDRESS
MARICOPA COUNTY
CHAIRMAN, BOARD OF SUPERVISORS
DATE
ATTESTED:
CLERK OF THE BOARD
DATE
APPROVED AS TO FORM:
DEPUTY COUNTY ATTORNEY
DATE
SERIAL #: PH RFP 230080
Page 16 of 30
ATTACHMENT C
RESPONDENT’S REFERENCES
RESPONDENT SUBMITTING PROPOSAL:
1.
COMPANY NAME:
ADDRESS:
CONTACT PERSON:
TELEPHONE:
E-MAIL ADDRESS:
2.
COMPANY NAME:
ADDRESS:
CONTACT PERSON:
TELEPHONE:
E-MAIL ADDRESS:
3.
COMPANY NAME:
ADDRESS:
CONTACT PERSON:
TELEPHONE:
E-MAIL ADDRESS:
4.
COMPANY NAME:
ADDRESS:
CONTACT PERSON:
TELEPHONE:
E-MAIL ADDRESS:
5.
COMPANY NAME:
ADDRESS:
CONTACT PERSON:
TELEPHONE:
E-MAIL ADDRESS:
SERIAL #: PH RFP 230080
Page 17 of 30
ATTACHMENT D
BUDGET TEMPLATE
Attachment D,
Budget Template 23
SEE EMBEDDED EXCEL FILE FOR BUDGET TEMPLATE.
EXAMPLE BUDGET COVER:
RFP # and Title:
Date Prepared:
Organization Name:
RFP PH 230080 For Project ECHO COVID-19 Recovery Education & Care Management Program
ABC Company
11/12/2022
Section I — Organization Information
Section II — Budget at a Glance
INSTRUCTIONS:
Grey fields are automatically calculated. Do not input info here.
Green fields should be filled with appropriate info.
-
$
Total Personnel and Staff Expenses:
Total Equipment and Supplies Cost:
Total Contractual Costs:
Total Operating / Infrastructure Costs:
Total Amount Requested:
-
$
-
$
-
$
-
$
SERIAL #: PH RFP 230080
Page 18 of 30
EXAMPLE BUDGET DETAIL:
Category
Line Item Description
Staff Last Name & Title
Total FTE amount for staff person
% of staff person
budgeted to contract
Requested budget amount
Personnel
Staff 1
John Doe
$ -
Personnel
Staff 2
Jane Doe
$ -
$ -
$ -
$ -
$ -
$ -
$ -
$ -
$ -
0 $ -
Category
Line Item Description
Fringe benefit
as a % of salary
Requested budget amount
Personnel
Fringe Benefits
$ -
$ -
Category
Line Item Description
Requested budget amount
Supplies
$ -
Supplies
$ -
Equipment
$ -
Marketing / Engagement
$ -
$ -
$ -
$ -
Category
Line Item Description
Consultant / Contractor Name
Requested budget amount
$ -
$ -
$ -
$ -
$ -
$ -
$ -
Category
Line Item Description
Requested budget amount
$ -
$ -
$ -
$ -
$ -
$ -
Other Operating / Infrastructure Costs
Service Provided
Contractual Services
Total Contractual Costs:
RFP PH 230080 For Project ECHO COVID-19 Recovery Education & Care Management Program
ABC Company
Types of fringe (FICA, Medical, etc.)
FICA & Medical
Salaries and Wages
Fringe Benefits
Equipment and Supplies
Total Fringe Benefits:
Detail
Description
Total Budget Requested:
Total Budgeted FTE:
Total Operating / Infrastructure Costs:
Total Equipment and Supply Costs:
SERIAL #: PH RFP 230080
Page 19 of 30
EXHIBIT 1
PERISCOPE S2G (AKA BIDSYNC) REGISTRATION INSTRUCTIONS
Combined
Instructions for Reg
To register as a new Organization that wants to do business with Maricopa County:
Go to https://prod.bidsync.com/maricopa-county
Select “REGISTER FOR FREE”
Select the S2G Limited plan - while Periscope S2G/Bidsync does offer additional premium subscription
services the only thing required to do business with Maricopa County is the Free (S2G Limited) registration
option.
SERIAL #: PH RFP 230080
Page 20 of 30
Enter some basic information. Once created you will need to verify your email address by clicking the link
sent to you in your email.
Once verified it will ask you to join or create a company to get invited to view bids. Type in your company
name and either link to an existing one or create a new one.
SERIAL #: PH RFP 230080
Page 21 of 30
Once created your company will be added and you can edit the details at any time after logging in.
The system will then begin asking you a series of questions to set up your company profile.
Selecting Sales Territories (states), Keywords, and NIGP Codes are part of the registration process. These
and other filtering options can be set at any time after registration in your Bid Profile.
Your S2G Limited (free) Periscope S2G/BidSync registration allows you to bid on any solicitations issued
from Maricopa County for free. You may also be shown bid opportunities from other agencies (Periscope
S2G/Bidsync Agency Members) depending on the states you have selected as your Sales Territory when
you registered (or set up later). Whether or not bidding on these solicitations from others is free depends on
how those non-Maricopa County government agencies set up their license with Periscope S2G. You may be
informed that you will have to upgrade your Periscope S2G membership in order to participate in those.
SERIAL #: PH RFP 230080
Page 22 of 30
Keywords help to ensure you will receive email notifications when County agencies looking for a service
match up with what you provide in your profile. You can change, add and delete keywords in your bid profile
at any time.
It will then ask you to select the NIGP codes you wish to add. NIGP codes are used to identify commodities
and services in procurement systems. Your selection of codes define the services and commodities your
organization provides so it enables Periscope S2G to send you information about bids most appropriate to
your business. You can change, add, and delete NIGP code selections in your bid profile at any time.
SERIAL #: PH RFP 230080
Page 23 of 30
You may click on the orange arrow to open additional options in order to narrow down your search for the
specific services your organization provides.
Select the orange + symbol to add the NIGP code to your profile.
The system will then ask you a series of questions representing sample bids to see if they would be relevant
to your organization. This is to help identify which kinds of bids you might be interested in. Simply select the
“thumbs up” or “thumbs down” to indicate your answer for reach one.
SERIAL #: PH RFP 230080
Page 24 of 30
Congratulations! Your profile should now be completed! Select “TAKE ME TO THE BID LIST”
From here you can change the filtering options. You may want to select Arizona only for the
States/Provinces to narrow down your results. Adding “Maricopa” as a Keyword will also help. You can also
use the Search field to type in the Serial # or Title of the solicitation if you know it. Click on the Bid Title to
pull one up.
SERIAL #: PH RFP 230080
Page 25 of 30
Once here, select the blue box SEE ORIGINAL BID OPPORTUNITY to view the bid.
Viewing Maricopa County Solicitations
Maricopa County bids will always be visible upon your successful login to Periscope S2G/BidSync. The bids that you
first see have been filtered for you based on the qualifiers in your profile (keywords, states, codes). Adding new filters
(e.g. keywords, codes, or states) will result in changes to the list and the bid opportunities shown to you.
Notifications
We suggest keeping your notification setting “On.” This will ensure that, in addition to receiving listings of bids, you
receive other types of notifications relevant to the bids you are interested in pursuing. Do not opt out of receiving
notifications. Sometimes they may be important and are alerting you to changes in a bid’s rules, addendums that have
been issued, or questions/answers that have been updated in a bid.
Getting email notification from Periscope S2G/BidSync
Remember, your notification setting must be turned “On” to receive email notifications from Periscope
S2G/BidSync about bid opportunities and updates (e.g. new bids, changes to existing bids, etc.).
Go into your Spam settings and add Periscope S2G/Bidsync to your safe senders list so email doesn’t go
directly to bulk or spam.
Depending on the size of your company, it may be useful to set up an additional mailbox – something like
bids@thenameofmycompany.com – which gets delivered to several people in your firm in case someone is
out or you are concerned that the information won’t get passed along to the right person.
SERIAL #: PH RFP 230080
Page 26 of 30
If you encounter any difficulties while registering, please contact Periscope S2G/BidSync directly at
(800) 990-9339. Maricopa County does not have access to their system, and we are unable to assist
you with registering or responding to a bid. Their customer service center is very helpful, and they
are more than happy to help walk you through anything you need!
Responses submitted in the e-procurement platform are completely secure. No one (including County
purchasing staff) can see responses until after the deadline. Suppliers may modify or change their response
at any time prior to the closing deadline. However, all modifications or changes must be completed and
acknowledged (Confirm) in the e-procurement platform prior to the deadline. The e-procurement platform will
post a notice that the modification/change (new offer) has been received. This notice from the e-procurement
platform MUST be recorded prior to the closing date and time (Phoenix time) or the response will be considered
late and will not be accepted.
SERIAL #: PH RFP 230080
Page 27 of 30
EXHIBIT 2
OFFICE OF PROCUREMENT SERVICES CONTRACTOR TRAVEL AND PER DIEM POLICY
1.0
All contract-related travel plans and arrangements shall be prior-approved by the County Contract Administrator.
2.0
Lodging, per diem and incidental expenses incurred in performance of Maricopa County/Special District (County) contracts
shall be reimbursed based on current U.S. General Services Administration (GSA) domestic per diem rates for Phoenix,
Arizona. Contractors must access the following internet site to determine rates (no exceptions): (www.gsa.gov).
2.1
Additional incidental expenses (i.e., telephone, fax, internet and copying charges) shall not be reimbursed. They
should be included in the contractor’s hourly rate as an overhead charge.
2.2
The County will not (under no circumstances) reimburse for Contractor guest lodging, per diem or incidentals.
3.0
Commercial air travel shall be reimbursed as follows:
3.1
Coach airfare will be reimbursed by the County. Business class airfare may be allowed only when preapproved in
writing by the County Contract Administrator as a result of the business need of the County when there is no lower
fare available.
3.2
The lowest direct flight airfare rate from the Contractors assigned duty post (pre-defined at the time of contract
signing) will be reimbursed. Under no circumstances will the County reimburse for airfares related to transportation
to or from an alternate site.
3.3
The County will not (under no circumstances) reimburse for Contractor guest commercial air travel.
4.0
Rental vehicles may only be used if such use would result in an overall reduction in the total cost of the trip, not for the
personal convenience of the traveler. Multiple vehicles for the same set of travelers for the same travel period will not be
permitted without prior written approval by the County Contract Administrator.
4.1
Purchase of comprehensive and collision liability insurance shall be at the expense of the contractor. The County
will not reimburse contractor if the contractor chooses to purchase this coverage.
4.2
Rental vehicles are restricted to sub-compact, compact or mid-size sedans unless a larger vehicle is necessary for
cost efficiency due to the number of travelers. (NOTE: contractors shall obtain pre-approval in writing from the
County Contract Administrator prior to rental of a larger vehicle.)
4.3
County will reimburse for parking expenses if free, public parking is not available within a reasonable distance of
the place of County business. All opportunities must be exhausted prior to securing parking that incurs costs for the
County. Opportunities to be reviewed are the DASH; shuttles, etc. that can transport the contractor to and from
County buildings with minimal costs.
4.4
County will reimburse for the lowest rate, long-term uncovered (e.g. covered or enclosed parking will not be
reimbursed) airport parking only if it is less expensive than shuttle service to and from the airport.
4.5
The County will not (under no circumstances) reimburse the Contractor for guest vehicle rental(s) or other any
transportation costs.
5.0
Contractor is responsible for all costs not directly related to the travel except those that have been pre-approved by the County
Contract Administrator. These costs include (but not limited to) the following: in-room movies, valet service, valet parking,
laundry service, costs associated with storing luggage at a hotel, fuel costs associated with non-County activities, tips that
exceed the per diem allowance, health club fees, and entertainment costs. Claims for unauthorized travel expenses will not
be honored and are not reimbursable.
6.0
Travel and per diem expenses shall be capped at 15% of project price unless otherwise specified in individual contracts.
7.0
Contractor shall provide, (upon request) with their invoice(s), copies of receipts supporting travel and per diem expenses,
and if applicable with a copy of the written consent issued by the Contract Administrator. No travel and per diem expenses
shall be paid by County without copies of the written consent as described in this policy and copies of all receipts.
SERIAL #: PH RFP 230080
Page 28 of 30
EXHIBIT 3
DRAFT CONTRACT
Exhibit 3 Draft
Contract for Subreci
SEE EMBEDDED WORD FILE FOR DRAFT CONTRACT
This is for informational use only – you DO NOT need to include this with your response.
SERIAL #: PH RFP 230080
Page 29 of 30
EXHIBIT 4
INSURANCE CERTIFICATE EXAMPLE
SERIAL #: PH RFP 230080
Page 30 of 30
EXHIBIT 5
SOLE PROPRIETOR WAIVER
MARICOPA COUNTY RISK MANAGEMENT
222 North Central Avenue, Suite 1110
Phoenix, Arizona 85004
NOTE:
THIS FORM APPLIES ONLY TO MARICOPA COUNTY DEPARTMENTS, DISTRICTS, BOARDS,
COMMISSIONS AND UNIVERSITIES UTILIZING SOLE PROPRIETORS WITH NO EMPLOYEES. IF YOU ARE
CONTRACTING WITH A CORPORATION, LIMITED LIABILITY COMPANY, PARTNERSHIP OR SOLE
PROPRIETORS WITH EMPLOYEES, THIS FORM DOES NOT APPLY.
The following is a written waiver under the compulsory Workers’ Compensation laws of the State of Arizona, A.R.S. §23-901
(et. seq.), and specifically, A.R.S. §23-961(L), that provides that a Sole Proprietor may waive his/her rights to Workers’
Compensation coverage and benefits.
I am a sole proprietor and I am doing business as
(name of Sole
Proprietor’s Business). I am performing work as an independent contractor for Maricopa County. I am not the employee of
Maricopa County for Workers’ Compensation purposes and, therefore, I am not entitled to Workers’ Compensation benefits
from Maricopa County.
I understand that if I have any employees working for me, I must maintain Workers’ Compensation insurance on them.
Name of Sole Proprietor Social Security Number Telephone Number
Street Address / P.O. Box City State Zip Code
Signature of Sole Proprietor Date
Maricopa County Department of Public Health:
Cheryl Bucalo, Procurement Officer Date
Both signatures must be present and the completed form submitted by the Procurement Officer to Maricopa County Risk
Management, 222 North Central Avenue, Suite 1110, Phoenix, AZ 85004. An authorized Risk Management Representative
will sign and return to the Maricopa County Department of Public Health to be maintained in their records.
Signature of Risk Management Representative
Date