PE SIGNED CI 220256 SIG BLOCS .PDF

Office of Procurement Services

GOODS AND SERVICES
COMPETITION IMPRACTICABLE FORM
This form is to be used when a department believes an acquisition is considered Competition Impracticable and the acquisition
dollar amount is above $10,000. The Chief Procurement Officer can approve purchases up to $100,000. Board of Supervisors
approval is required if the acquisition is over $100,000. This form must be submitted for approval to: Office of Procurement
Services | 160 S 4th Ave | Phoenix, AZ 85003. Fax number: 602.506.6766. The signed form must be retained in the purchasing
file. Unless approved by the Board of Supervisors in a formal agenda item or the Chief Procurement Officer in a formal Contract
a Cl form is valid from July 1 thru June 30th of each Fiscal Year.

DEPARTMENT NAME DEPARTMENT RX#

Maricopa County Department of Public Health

PROPOSED CONTRACT VENDOR Solari NEED IDENTIFIED Date: 04/01/2022

Company: Solari, Inc

REQUESTED DELIVERY
Address: 1275 W Washington Street, Ste 210 Date: 05/04/2022
City, State: Tempe, AZ QUOTED PRICE:

$2,468,692.33
Accountingstring: 532-D860-8611-EPIR-19

Zip/Postal Code: | 85281

Phone: 602-427-4600
Fax: 602-633-0520
Contact Name:

Renisha R. Pool, Contracts Administrator

DESCRIPTION OF GOODS OR SERVICES REQUIRED:

The estimated cost of this Procurement is:

$100k ¥ > $100k
4

No

ls this a Technology Procurement?

See attached document

COMPETITION IMPRACTICABLE CATEGORY (Check applicable box, attach documentation or provide explanation below.)
Maricopa County Procurement Code MC1-351states: “Competition|mpracticable” means an acquisition where, competition is
impractical because of standardization, warranty, or other factors as approved by the Board of Supervisors.

NOTE: The following are unlikely to be sufficient Competition Impracticable justifications:

«Personal or department preference for a product or vendor

* Department perception that the vendor is the best qualified (this should be determined through a competitive process)
* Lack of department planning resulting in limited time to conduct a competitive procurement

* Special incentive or deal offered (can be assessed in open and competitive solicitation)

* Department convenience

Software license renewals, additions, or upgrades available

[_]Mailing lists, subscriptions or media advertising
[Warranty voided if service provided by other contract vendor

[V JOther (Provide written explanation below)

[_|Grant specified (supporting documents attached) I

from only one source
L_JBrand compatibility available from only one source (no other
distributors)

[_]ether Proprietary situation

THIS IS A COMPETITION IMPRACTICABLE PROCUREMENT BECAUSE (attach additional page if needed):

See attached document

SEARCH
Asearch was conducted consisting of: (check all that apply) RESULTS
CT Market research [_] Public notice given, list [_]no alternatives were identified
Other vendors contacted Other yyne alternatives were deemed acceptable
L O iy ecause (explain below):
Describe the search from above in detail:
See attached document
PRICE

MC1-352-B states: The Using Agency requesting a Competition Impracticable Procurement shall provide written evidence
to support a Competition Impracticable determination containing an explanation of why the proposed procurement
process is advantageous to the County; and the scope, duration, and estimated total dollar value of the procurement.

Price has been fairly and reasonably established by: Oo Comparison to public sector contract pricing
[comparison to previous comparable purchases L1 viscount off published catalog pricing
from a different vendor C Market survey

Independent estimate C] Other, explain:

Describe methodology and results (attach any written supporting data, e.g., survey or market analysis):

See attached document

CERTIFICATIONS

| certify:

1) | recognize that the Maricopa County Procurement Code requires the use of competitive solicitations unless
exempted by law.’ | have reviewed the information and materials relevant to this procurement of goods and services,
and am requesting approval of an exception to the competitive process for the reasons described;

2) the price to be paid to the proposed vendor Is fair, reasonable, and provides the best value to Maricopa County; and
3) this request for an exception to the competitive solicitation process Is not the result of inadequate advance planning
or for purposes of securing the services of a preferred vendor.

Department Head or Department Head Delegate Sig (Required)

Marcy Flanagan MMO"

Printed Name

nat
y,

Office of Procurement Services

The CPO can approve procurements up to $100,000. If this request is over $100,000 it must be submitted as
an agenda item to the Board of Supervisors for consideration.

C Approved/Recommended for Approval Movin
evs Tv ne yfe{erer

Printed Name Signature [ Date* .

Office of Enterprise Technology (if this procurement Is classified as a technology procurement It must be
forwarded to OET for coordination and/or approval. If this procurement request Is not approved by OET, the form will
be returned to the requestor.)

Approved. Recommended purchase Is in line with Maricopa County's strategic technology plan or currently installed
equipment or service, and is considered to be a competition impracticable procurement.

| Not Approved. Reasoning:

Printed Name Signature Date

FOR AND ON BEHALF OF

MARICOPA COUNTY FOR AND ON BEHALF OF CONTRACTOR

ie

SOLARI INC.

Chairman, Board of Supervisors

Date 4/18/2022

Date

ATTEST:

Clerk of the Board

Date

APPROVED AS TO FORM:

__\s\ Anne Longo
Attorney for Maricopa County

ea
3
4
4
af
j

4/12/22,
Date

Case Contact & Outreach Services
Competition Impracticable Justification

BACKGROUND & DESCRIPTION OF SERVICES REQUIRED:

Disease investigation is both a primary mandated service and cornerstone of public health. It is
especially important in a global pandemic. At the onset of the COVID-19 pandemic, the Maricopa
County Department of Public Health (MCDPH) needed to rapidly expand services to mitigate the
spread of the disease. This included mass notification to positive cases and their close contacts,
and connection to testing and vaccination services. CRN/Solari was already providing services as
part of AZ211 and was the only vendor that could scale up an existing system to meet the need.
This included not only the physical infrastructure to support a large call volume, but the staff,
training protocols, and community connections that are needed to provide public health and
social service support to target groups.

JUSTIFICATION FOR COMPETITION IMPRACTICABLE PROCUREMENT:

CRN/Solari was selected as the vendor to provide these services because of their proven track
record in the community, established partnerships, and strong support infrastructure. CRN/Solari
has participated in the response since May of 2020 and is integral to providing ongoing and
critical disease mitigation services. They are an embedded part of MCDPH’s response system and
ability to rapidly contact positive cases and provide connection to services in higher risk
populations.

The initial Competition Impractical contract with CRN/Solari was issued under a County
proclaimed state of emergency. On March 30, 2022, the county ended the emergency. As such,
the current contract cannot be amended beyond the expiration date (June 30, 2022). The same
reasons CRN/Solari was selected as the vendor to provide these services remain consistent and
include:

e The Federal Communications Commission reserved the “211” dialing code for community
information and referral services in 2000. The purpose of 211 referral services is to
provide a critical connection between community members in need and appropriate
community-based organizations and governmental agencies. Each state has one provider
of “211” services. In Arizona, CRN/Solari is that provider.

e CRN/Solari currently handles over 20,000 calls per month ranging from hotline services,
“warm” line support services, referral services, and follow-up services.

e MCDPH’s needs are broader than just a call center. We need staff with case management
expertise who can quickly develop trust, share information, and identify gaps in care for
high-risk persons who are COVID positive. CRN/Solari employs experts with case
management skills in clinical services, veteran services, housing and shelter, disability
services, mental health and substance use services, and other areas of specific expertise
Their current call center staff have expertise and training in crisis management, as well.

e CRN/Solari already had a training protocol in place for operators to provide virtual case
management and would only need additional training by MCDPH on specific protocols;
therefore, it is able to scale up quickly.

Case Contact & Outreach Services
Competition Impracticable Justification

e CRN/Solari existing directory of services for Maricopa County contains hundreds of
community-based providers and agencies. This directory has already been adapted to
include COVID-specific services and hours of operation.

The current response model uses a bifurcated approach: MCDPH organic staff leading all
investigations for positive cases in high-risk settings and populations in Maricopa County, and
CRN/Solari providing supporting functions. These include:

1. Automated contact to positive cases that are not in high-risk settings and populations.

2. Establish call center services and virtual case management for hard-to-reach populations
such as where to go get tested, how to find vaccine, and other available assistance
support.

3. Collect data on case contacts, service needs, referrals to identify service gaps and drive
potential mitigation.

MCDPH has an established system and workflow that efficiently and effectively manages COVID
positive cases and connection to services. CRN/Solari is part of this established system. The
protocols, information technology linkages, and systems are in place and have been working
seamlessly since May of 2020. Changing those processes, while still in an operational response
increases cost and burden on existing staff and more importantly places the community at higher
risk.

CRN/Solari has the required staff and infrastructure in place and fully operational. It has the
capacity to make 12-15,000 calls daily and did so during the height of the pandemic. It has
developed the protocols and linkages to services for those at highest risk. CRN/Solari provides
regular data from these services that is reviewed and allows MCDPH leadership to identify service
gaps and make recommended changes in strategy. In short, the system as needed, exists and is
operating.

MCDPH requests a continuance of these services to ensure there are no system interruptions or
delays that will impact the public health and life safety of citizens during the ongoing response.

Case Contact & Outreach Services

Competition Impracticable Justification

PRICING:

e The estimated annual cost of this contract is shown below. Expenses are appropriate for
and approved for ELC2 Grant funding by the grantor. ELC2 funding is currently set to end
on May 1, 2023. It is recommended that the contract allow for a full year of service but
include a termination clause should the County not need or not be able to fund this

service following expiration of ELC2 funding.

1. Estimated Budget

Positive Case Notification Project
Salaries and Wages (2 FTEs) S$ 137,357.50
Direct Expenses and Administration S 45,217.67
Technology and Equipment $ 113,851.50
Subtotal S 296,426.67
Outreach Project
Salaries and Wages (30 FTEs) S 1,780,489.67
Program Expenses $ 108,437.00
Administration S 283,339.00
Subtotal S 2,172,265.67
Total S 2,468,692.33
2. Compensation
Grand Total Monthly
Item Contract Term Compensation
(NTE) .
Fixed Rate
Initial 5/1/2022 —
2,468,692.33 176,335.16
Contract 6/30/2023 $ $