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OHA-3261-11

OHA-3261-11

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Published by Brian Ahier
The Oregon Department of Human Services (DHS)' Office of Contracts & Procurement (OCP), on
behalf of the Oregon Health Authority (OHA), Office of Information Services (OIS), Office
of Health Information Technology (OHIT), hereinafter referred to as "DHS," "OHA,"
or "Agency," seeks Proposals from qualified individuals and organizations to provide an
Oregon Health Information Exchange (HIE) Solution to act as a Health Information Services
Provider (HISP) for statewide HIE.

The successful Proposer shall provide a comprehensive Oregon HIE Solution that will enable
the implementation and operation of statewide HIE. OHA presumes that the Oregon HIE
Solution will be a "thin layer" externally-hosted and operated web-based solution. The
successful Proposer's solution must provide at least all minimum components of the Oregon
HIE Solution described in this RFP, including support services such as resource
consultation, implementation, and outreach and engagement of stakeholder groups. Proposers
may
need to develop collaborative affiliations with other organizations as subcontractors to
address the requirements identified in the RFP. Core HIE Services (described in the Scope
of work of this RFP) must be operational on or about November 14, 2011.

Agency intends to award one contract to a single Proposer that is most advantageous to the
State of Oregon. Agency reserves the right to make multiple contract awards if appropriate
to best accomplish HIE goals. Agency anticipates the cost of services for the initial
contract term, which is expected to be September 23, 2011 through August 30, 2013, to not
exceed $2,000,000. The total value of the contract(s) awarded pursuant to this RFP will
not exceed $5,000,000.
The Oregon Department of Human Services (DHS)' Office of Contracts & Procurement (OCP), on
behalf of the Oregon Health Authority (OHA), Office of Information Services (OIS), Office
of Health Information Technology (OHIT), hereinafter referred to as "DHS," "OHA,"
or "Agency," seeks Proposals from qualified individuals and organizations to provide an
Oregon Health Information Exchange (HIE) Solution to act as a Health Information Services
Provider (HISP) for statewide HIE.

The successful Proposer shall provide a comprehensive Oregon HIE Solution that will enable
the implementation and operation of statewide HIE. OHA presumes that the Oregon HIE
Solution will be a "thin layer" externally-hosted and operated web-based solution. The
successful Proposer's solution must provide at least all minimum components of the Oregon
HIE Solution described in this RFP, including support services such as resource
consultation, implementation, and outreach and engagement of stakeholder groups. Proposers
may
need to develop collaborative affiliations with other organizations as subcontractors to
address the requirements identified in the RFP. Core HIE Services (described in the Scope
of work of this RFP) must be operational on or about November 14, 2011.

Agency intends to award one contract to a single Proposer that is most advantageous to the
State of Oregon. Agency reserves the right to make multiple contract awards if appropriate
to best accomplish HIE goals. Agency anticipates the cost of services for the initial
contract term, which is expected to be September 23, 2011 through August 30, 2013, to not
exceed $2,000,000. The total value of the contract(s) awarded pursuant to this RFP will
not exceed $5,000,000.

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Published by: Brian Ahier on Jul 20, 2011
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 In compliance with the Americans with Disabilities Act, this document is available inalternate formats such as Braille, large print, audiotape, oral presentation andelectronic format. To request an alternate format, please send an e-mail toDHS.Forms@state.or.usor contact the Office of Document Management at 503-378-3486, and TTY at 503-378-3523.
The State of Oregon, Department of Human ServicesOffice of Contracts & ProcurementOn behalf of the Oregon Health AuthorityOffice of Information ServicesIssues the FollowingREQUEST FOR PROPOSALSforOregon HIE SolutionRFP 3261
Date of Issuance: July 19, 2011Questions Due: 3:00 P.M. Local Time, August 1, 2011.
Questions must be submitted (email, fax, or US mail) in writing to theSole Point of Contact listed below.
Proposals Due by: 3:00 P.M. Local Time August 18, 2011 at the issuing office.
Postmarks, electronic transmissions, and faxes will not be considered.
Proposal Public Opening: 3:00 P.M. Local Time, August 18, 2011 at the issuing office.
Issuing Office & Sole Point of Contac
t:Ellen Price, Procurement and Contracts SpecialistOffice of Contracts and Procurement800 NE Oregon, STE 550Portland OR 97232Telephone: 503-741-6711Fax: 971-673-0583Email:
ellen.d.price@state.or.us
 
RFP 3261 Oregon HIE Solution 071911 / (EP) Page 2 of 113DOJ 071911
Table of Contents
SECTION 1 – PURPOSE/OVERVIEW ..................................................................................................... 41.1 Introduction ................................................................................................................................. 41.2 Background ................................................................................................................................. 51.4 Definitions................................................................................................................................... 81.5 Authority ................................................................................................................................... 17SECTION 2 – MINIMUM QUALIFICATIONS ..................................................................................... 17SECTION 3 – SCOPE OF WORK ........................................................................................................... 173.1 HIE Core Services........................................................................................................................... 183.1.1 Trust Services.................................................................................................................... 183.1.2 Provider Directories .......................................................................................................... 193.1.3 Directed Exchange Services ............................................................................................. 213.2 Minimum Oregon HIE System Support Requirements ............................................................ 223.2.1 HIE Participant Services ................................................................................................... 223.2.2 Configuration and Implementation Services .................................................................... 243.2.3 Maintenance and Support Services ................................................................................... 253.3 Optional Services and Tools .......................................................................................................... 283.5 Schedule of Milestones ............................................................................................................. 293.6 Deliverable Format, Submission, and Review .......................................................................... 30SECTION 4 – RFP PROCESS ................................................................................................................. 304.1. Sole Point of Contact (SPC) ..................................................................................................... 304.2 Timeline for RFP and Proposal Submission ............................................................................. 304.3. Closing Date for Submittal of Proposals .................................................................................. 314.4. Pre-proposal Questions Relating to This RFP .......................................................................... 314.5 Public Opening.......................................................................................................................... 31SECTION 5 – PROPOSAL REQUIREMENTS ...................................................................................... 325.1 Overview ................................................................................................................................... 325.2 Proposal Requirements ............................................................................................................. 325.2.1 Proposal Cover Sheet ........................................................................................................ 325.2.2 Proposer’s Designation of Confidential Materials--OPTIONAL ..................................... 325.2.3 Proposer’s References ....................................................................................................... 335.2.4 Minimum Qualifications & Insurance Requirements ....................................................... 335.2.5 Organizational Capacity & Experience ............................................................................ 335.2.6 Key Persons & Staffing Approach .................................................................................... 345.2.7 Trust Services & Privacy and Security ............................................................................. 355.2.8 Provider Directories .......................................................................................................... 365.2.9 Directed Exchange Services ............................................................................................. 365.2.10 Web Portal Access to Directed Exchange and Provider Directory Services .................... 375.2.11 HIE Participant Support Services ..................................................................................... 385.2.12 Maintenance and Support Services ................................................................................... 385.2.13 Proposed Project Implementation Plan ............................................................................. 395.2.14 Proposed Licenses and Agreements.................................................................................. 405.2.15 Glossary ............................................................................................................................ 405.2.16 Optional Services and Tools ............................................................................................. 405.2.17 Cost Proposal .................................................................................................................... 41SECTION 6 – PROPOSAL EVALUATION ........................................................................................... 416.1 Pass/Fail Items .......................................................................................................................... 416.2 Proposal Review Criteria .......................................................................................................... 426.3 Evaluation and Points Summary ............................................................................................... 446.4 Competitive Range Determination ........................................................................................... 44
 
RFP 3261 Oregon HIE Solution 071911 / (EP) Page 3 of 113DOJ 071911
6.5 Competitive Range Protests ...................................................................................................... 456.6 Best and Final Offer Process.................................................................................................... 456.7 Final Selection and Award ........................................................................................................ 456.8 Disqualification ......................................................................................................................... 46SECTION 7 – GENERAL INFORMATION ........................................................................................... 467.1 Changes/Modification and Clarifications ................................................................................. 467.2 Reservation of Agency Rights .................................................................................................. 467.3 Protest of RFP ........................................................................................................................... 467.4 Award Notice ............................................................................................................................ 477.5 Protest of Award ....................................................................................................................... 477.6 Modification or Withdrawal ..................................................................................................... 477.7 Release of Information .............................................................................................................. 477.8 Public Information .................................................................................................................... 477.9 Cost of Proposals ...................................................................................................................... 487.10 Statutorily Required Preferences .............................................................................................. 487.11 Contract Period ......................................................................................................................... 487.12 Contractual Obligation .............................................................................................................. 487.13 Contract Documents.................................................................................................................. 48ATTACHMENT 1 - Proposal Cover Sheet .............................................................................................. 50ATTACHMENT 2 - Proposer’s Designation of Confidential Materials .................................................. 51ATTACHMENT 3 – References .............................................................................................................. 53ATTACHMENT 4 – Cost Proposal .......................................................................................................... 54ATTACHMENT 5– Form Contract.......................................................................................................... 55ATTACHMENT 6 – HIE in Oregon ...................................................................................................... 100ATTACHMENT 7 – Provider Directory Support .................................................................................. 110ATTACHMENT 8 – Vendor Hosting Requirements ............................................................................. 113

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