SAP
/ State of South CarolinaRequest for Proposal
/ Solicitation:
Date Issued:
Procurement Officer:
Phone:
E-Mail Address:
Mailing Address: / 5400009740
07/31/2015
CHRIS MANOS
803-898-8472
SC Dept. of Mental Health
SCDMH Procurement Office
PO Box 485
Columbia SC 29202
DESCRIPTION: Management & Operation for Richard M. Campbell Veterans Nursing Home &
Veterans' Victory House
USING GOVERNMENTAL UNIT: SC Department of Mental Health (SCDMH)
The Term "Offer" Means Your "Bid" or "Proposal".Your offer must be submitted in a sealed package.Solicitation NumberOpening Date must appear on package exterior. See "Submitting A Paper Offer or Modification" provision.
SUBMIT YOUR SEALED OFFER TO EITHER OF THE FOLLOWING ADDRESSES:
MAILING ADDRESS:
SC Dept. of Mental Health
SCDMH Procurement Office
PO Box 485
Columbia SC 29202 / PHYSICAL ADDRESS:
SC Dept. of Mental Health
SCDMH Procurement Office
2414 Bull Street, Room 201
Columbia SC 29201
SUBMIT OFFER BY (Opening Date/Time): 09/04/2015 3:15 P.M. (See "Deadline For Submission Of Offer" provision)
QUESTIONS MUST BE RECEIVED BY 08/14/2015 1:00 P.M. (See "Questions From Offerors" provision)
NUMBER OF COPIES TO BE SUBMITTED:See Section IV Information for Offerors to Submit
CONFERENCE TYPE:2 Pre Proposal Conferences
DATETIME: 08/12/2015 10:30 A.M.
DATETIME: 08/13/2015 10:30 A.M.
(As appropriate, see "Conferences - Pre-Bid/Proposal" & "Site Visit" provisions) / LOCATION:
NOTE: Two Pre-Proposal Conferences will be held - each with a Site Visit. See page 13 for specific details.
AWARD & AMENDMENTS / Award will be posted on 10/5/2015. The award, this solicitation, any amendments, and any related notices will be posted at the following web address: http://www.procurement.sc.gov
You must submit a signed copy of this form with Your Offer. By signing, You agree to be bound by the terms of the Solicitation. You agree to hold Your Offer open for a minimum of sixty (60) calendar days after the Opening Date. (See "Signing Your Offer" provision.)
NAME OF OFFEROR
(full legal name of business submitting the offer) / Any award issued will be issued to, and the contract will be formed with, the entity identified as the Offeror. The entity named as the offeror must be a single and distinct legal entity. Do not use the name of a branch office or a division of a larger entity if the branch or division is not a separate legal entity, i.e., a separate corporation, partnership, sole proprietorship, etc.
AUTHORIZED SIGNATURE
(Person must be authorized to submit binding offer to contract on behalf of Offeror.) / DATE SIGNED
TITLE
(business title of person signing above) / STATE VENDOR NO.
(Register to Obtain S.C. Vendor No. at www.procurement.sc.gov)
PRINTED NAME
(printed name of person signing above) / STATE OF INCORPORATION
(If you are a corporation, identify the state of incorporation.)
OFFEROR'S TYPE OF ENTITY:(Check one) (See "Signing Your Offer" provision.)
___Sole Proprietorship___Partnership___Other______
___Corporate entity (not tax-exempt)___Corporation (tax-exempt)___Government entity (federal, state, or local)
COVER PAGE - ON-LINE ONLY (MAR. 2015)
SAP
SAP
PAGE TWO
(Return Page Two with Your Offer)
HOME OFFICE ADDRESS (Address for offeror's home office / principal place of business)/ NOTICE ADDRESS (Address to which all procurement and contract related notices should be sent.) (See "Notice" clause)
______
Contact Person
______
Address
______
AreaCode-Number-Extension
______
E-mailAddress
PAYMENT ADDRESS (Address to which payments will be sent.) (See "Payment" clause)
____Payment Address same as Home Office Address
____Payment Address same as Notice Address (check only one) / ORDER ADDRESS (Address to which purchase orders will be sent) (See "Purchase Orders and "Contract Documents" clauses)
____Order Address same as Home Office Address
____Order Address same as Notice Address (check only one)
ACKNOWLEDGMENT OF AMENDMENTS
Offerors acknowledges receipt of amendments by indicating amendment number and its date of issue. (See "Amendments to Solicitation" Provision)
Amendment No. / Amendment Issue Date / Amendment No. / Amendment Issue Date / Amendment No. / Amendment Issue Date / Amendment No. / Amendment Issue Date
DISCOUNT FOR PROMPT PAYMENT
(See "Discount for Prompt Payment" clause) / 10 Calendar Days (%) / 20 Calendar Days (%) / 30 Calendar Days (%) / _____Calendar Days (%)
PREFERENCES - A NOTICE TO VENDORS (SEP. 2009): On June 16, 2009, the South Carolina General Assembly rewrote the law governing preferences available to in-state vendors, vendors using in-state subcontractors, and vendors selling in-state or US end products. This law appears in Section 11-35-1524 of the South Carolina Code of Laws. A summary of the new preferences is available at www.procurement.sc.gov/preferences . ALL THE PREFERENCES MUST BE CLAIMED AND ARE APPLIED BY LINE ITEM, REGARDLESS OF WHETHER AWARD IS MADE BY ITEM OR LOT. VENDORS ARE CAUTIONED TO CAREFULLY REVIEW THE STATUTE BEFORE CLAIMING ANY PREFERENCES. THE REQUIREMENTS TO QUALIFY HAVE CHANGED. IF YOU REQUEST A PREFERENCE, YOU ARE CERTIFYING THAT YOUR OFFER QUALIFIES FOR THE PREFERENCE YOU'VE CLAIMED. IMPROPERLY REQUESTING A PREFERENCE CAN HAVE SERIOUS CONSEQUENCES. [11-35-1524(E)(4)&(6)] PREFERENCES DO NOT APPLY
PREFERENCES - ADDRESS AND PHONE OF IN-STATE OFFICE: Please provide the address and phone number for your in-state office in the space provided below. An in-state office is necessary to claim either the Resident Vendor Preference (11-35-1524(C)(1)(i)&(ii)) or the Resident Contractor Preference (11-35-1524(C)(1)(iii)). Accordingly, you must provide this information to qualify for the preference. An in-state office is not required, but can be beneficial, if you are claiming the Resident Subcontractor Preference (11-35-1524(D)).
____In-State Office Address same as Home Office Address
____In-State Office Address same as Notice Address (check only one) PREFERENCES DO NOT APPLY
PAGE TWO (SEP 2009) / End of PAGE TWO
Table of Contents
SAP
SECTION_I 4
ACQUIRE SERVICES and SUPPLIES / EQUIPMENT (JAN 2006) 4
MAXIMUM CONTRACT PERIOD - ESTIMATED (MODIFIED) 4
SECTION_IIA 5
DEFINITIONS, CAPITALIZATION, AND HEADINGS (FEB 2015)…………………………………………………...5
AMENDMENTS TO SOLICITATION (JAN 2004) 5
AUTHORIZED AGENT (FEB 2015)……………………………………………………………………………………...6
AWARD NOTIFICATION (FEB 2015)…………………………………………………………………………………...6
BID/PROPOSAL AS OFFER TO CONTRACT (JAN 2004) 6
BID ACCEPTANCE PERIOD (JAN 2004) 6
BID IN ENGLISH and DOLLARS (JAN 2004) 6
CERTIFICATE OF INDEPENDENT PRICE DETERMINATION (MAY 2008) 6
CERTIFICATION REGARDING DEBARMENT AND OTHER RESPONSIBILITY MATTERS (JAN 2004) 7
CODE OF LAWS AVAILABLE (JAN 2006) 7
DISCLOSURE OF CONFLICTS OF INTEREST OR UNFAIR COMPETITIVE ADVANTAGE (MAY 2011) .8
DEADLINE FOR SUBMISSION OF OFFER (JAN 2004) 8
DRUG FREE WORK PLACE CERTIFICATION (JAN 2004) 8
DUTY TO INQUIRE (FEB 2015) ………………………………………………………………………………………...8
ETHICS CERTIFICATE (MAY 2008) 8
IRAN DIVESTMENT ACT - CERTIFICATION (JAN 2015) 8
OMIT TAXES FROM PRICE (JAN 2004) 9
PROTESTS (JUNE 2006) 9
PROHIBITED COMMUNICATIONS AND DONATIONS (FEB 2015)………………………………………………...9
PUBLIC OPENING (JAN 2004) 9
QUESTIONS FROM OFFERORS (FEB 2015) ...………………………………………………………………………..9
REJECTION/CANCELLATION (JAN 2004) 10
RESPONSIVENESS/IMPROPER OFFERS (JUNE 2015) 10
SIGNING YOUR OFFER (JAN 2004) 10
STATE OFFICE CLOSINGS (JAN 2004) 10
SUBMITTING CONFIDENTIAL INFORMATION (FEB 2015) .11
SUBMITTING A PAPER OFFER OR MODIFICATION (MODIFIED) 11
TAX CREDIT FOR SUBCONTRACTING WITH DISADVANTAGED SMALL BUSINESSES (JAN 2008) 11
VENDOR REGISTRATION MANDATORY (JAN 2006) 12
WITHDRAWAL OR CORRECTION OF OFFER (JAN 2004) 12
SECTION_IIB 13
CONFERENCE - PRE-BID/PROPOSAL (JAN 2006) 13
SITE VISIT (MODIFIED)…………………………………………………………………………………………………13
CONTENTS OF OFFER (RFP) (FEB 2015) .13
CLARIFICATION (NOV 2007) 14
ELECTRONIC COPIES – REQUIRED MEDIA AND FORMAT (MAR 2015)…………………………………………14
OPENING PROPOSALS – INFORMATION NOT DIVULGED (FEB 2015) 14
PROTEST - CPO - MMO ADDRESS (MODIFIED) 14
SECTION_III 15
DELIVERY/PERFORMANCE LOCATION -- SPECIFIED (JAN 2006) 15
SECTION_IV 28
INFORMATION FOR OFFERORS TO SUBMIT -- EVALUATION (JAN 2006) 28
INFORMATION FOR OFFERORS TO SUBMIT – GENERAL (MAR 2015) 29
MINORITY PARTICIPATION (JAN 2006) 29
SERVICE PROVIDER SECURITY ASSESSMENT QUESTIONNAIRE - REQUIRED (FEB 2015)………………….30
SUBMITTING REDACTED OFFERS (MAR 2015) 30
SECTION_V 31
QUALIFICATION OF OFFEROR (MAR 2015) .31
QUALIFICATIONS -- REQUIRED INFORMATION (MAR 2015) .31
SUBCONTRACTOR -- IDENTIFICATION (MAR 2015) .31
SECTION_VI 32
AWARD CRITERIA -- PROPOSALS (MODIFIED) 32
AWARD TO MULTIPLE OFFERORS (JAN 2006) ……………………………………………………………………...32
DISCUSSIONS AND NEGOTIATIONS – OPTIONAL (FEB 2015)…………………………………………………….32
EVALUATION FACTORS -- PROPOSALS (JAN 2006) 32
SECTION_VIIA 34
ASSIGNMENT, NOVATION, AND CHANGE OF NAME, IDENTITY, OR STRUCTURE (FEB 2015)……………..34
BANKRUPTCY - GENERAL (FEB 2015) .34
CHOICE-OF-LAW (JAN 2006) 34
CONTRACT DOCUMENTS and ORDER OF PRECEDENCE (FEB 2015) .34
DISCOUNT FOR PROMPT PAYMENT (JAN 2006) 34
DISPUTES (JAN 2006) 35
EQUAL OPPORTUNITY (JAN 2006) 35
FALSE CLAIMS (JAN 2006) 35
FIXED PRICING REQUIRED (JAN 2006) 35
NO INDEMNITY OR DEFENSE (FEB 2015) .35
NOTICE (JAN 2006) 35
PAYMENT & INTEREST (FEB 2015) .36
PUBLICITY (JAN 2006) 36
PURCHASE ORDERS (JAN 2006) 36
IRAN DIVESTMENT ACT - ONGOING OBLIGATIONS - (JAN 2015) 36
SURVIVAL OF OBLIGATIONS (JAN 2006) 36
TAXES (JAN 2006) 36
TERMINATION DUE TO UNAVAILABILITY OF FUNDS (JAN 2006) 37
THIRD PARTY BENEFICIARY (JAN 2006) 37
WAIVER (JAN 2006) 37
SECTION_VIIB 38
BANKRUPTCY – GOVERNMENT INFORMATION (FEB 2015)……………………………………………………...38
CHANGES (JAN 2006) 38
CISG (JAN 2006) 38
COMPLIANCE WITH LAWS (JAN 2006) 38
CONFERENCE – PRE-PERFORMANCE (JAN 2006)…………………………………………………………………...39
CONTRACTOR'S LIABILITY INSURANCE (FEB 2015) .39
CONTRACTOR’S LIABILITY INSURANCE – INFORMATION SECURITY AND PRIVACY (FEB 2015)………...39
FIDELITY BONDS/LOSS FROM DISHONEST ACTS………………………………………………………………….41
CONTRACTOR PERSONNEL (JAN 2006) 41
CONTRACTOR'S OBLIGATION -- GENERAL (JAN 2006) 41
CONTRACTOR’S USE OF STATE PROPERTY (JAN 2006……………………………………………………………41
CORPORATE COMPLIANCE ………………………………………………………………………………………..….41
DEFAULT (JAN 2006) 41
ILLEGAL IMMIGRATION (NOV. 2008) 42
INDEMNIFICATION -- THIRD PARTY CLAIMS (NOV 2011) 42
INDEMNIFICATION - THIRD PARTY CLAIMS – DISCLOSURE OF INFORMATION (FEB 2015)………………..43
INDEMNIFICATION - INTELLECTUAL PROPERTY (JAN 2006)…………………………………………………….43
INFORMATION SECURITY - DEFINITIONS (FEB 2015)……………………………………………………………...44
INFORMATION SECURITY - SAFEGUARDING REQUIREMENTS (FEB 2015)…………………………………….44
INFORMATION SECURITY – LOCATION OF DATA (FEB 2015)…………………………………………………….45
INFORMATION USE AND DISCLOSURE (FEB 2015)…………………………………………………………………45
INFORMATION USE AND DISCLOSURE – STANDARDS (FEB 2015)………………………………………………46
LICENSES AND PERMITS (JAN 2006) . 46
MATERIAL AND WORKMANSHIP (JAN 2006) 47
OWNERSHIP OF DATA & MATERIALS (JAN 2006)…………………………………………………………………..47
PRICE ADJUSTMENTS (JAN 2006) 47
PRICE ADJUSTMENT - LIMITED -- AFTER INITIAL TERM ONLY (JAN 2006) 47
PRICE ADJUSTMENTS -- LIMITED BY CPI "ALL ITEMS" (JAN 2006) 47
PRICING DATA -- AUDIT -- INSPECTION (JAN 2006) 48
RELATIONSHIP OF THE PARTIES (JAN 2006) 48
RESTRICTIONS ON PRESENTING TERMS OF USE OR OFFERING ADDITIONAL SERVICES (FEB 2015)…….48
SERVICE PROVIDER SECURITY REPRESENTATION (FEB 2015)……………………………………………….....48
SHIPPING / RISK OF LOSS (JAN 2006) 49
TERM OF CONTRACT -- EFFECTIVE DATE / INITIAL CONTRACT PERIOD (JAN 2006) 49
TERM OF CONTRACT -- OPTION TO RENEW (JAN 2015) 49
TERM OF CONTRACT -- TERMINATION BY CONTRACTOR (JAN 2006) 49
TERMINATION FOR CONVENIENCE (JAN 2006) 49
SECTION_VIII .51
PRICE PROPOSAL (JAN 2006)…………………………………………………………………………………………...51
SECTION_IX 52
NONRESIDENT TAXPAYER REGISTRATION AFFIDAVIT INCOME TAX WITHHOLDING 52
SERVICE PROVIDER SECURITY ASSESSMENT QUESTIONNAIRE……………………………………………….53
PER BED PER DAY RATE FORM……………………………………………………………………………………….54
OFFEROR’S CHECKLIST………………………………………………………………………………………………...55
SAP
I. SCOPE OF SOLICITATION
ACQUIRE SERVICES and SUPPLIES / EQUIPMENT (JAN 2006)
The purpose of this solicitation is to acquire services and supplies or equipment complying with the enclosed description and/or specifications and conditions. [01-1005-1]
It is the intent of the State of South Carolina, Department of Mental Health, to solicit proposals for the Management and Operation of Richard M. Campbell Veterans Nursing Home, Anderson, South Carolina and Veterans’ Victory House, Walterboro, South Carolina in accordance with the requirements stated herein.
BACKGROUND
The Campbell Veterans Nursing Home is a 220 bed intermediate and skilled nursing facility for veterans which opened in 1990. Construction of the facility was jointly funded by the U.S. Department of Veterans Affairs and the State of South Carolina. The Home, which is owned by the State of South Carolina, is a single story building containing five nursing units of 44 beds each, with ancillary, support and mechanical space. The area of the building is approximately 110,000 square feet. The facility is currently licensed by the S.C. Department of Health and Environmental Control (SCDHEC) as an intermediate and skilled nursing facility, and all nursing units are currently open and operating. The facility has been managed and operated by private management companies under contract with the State since 1990.
Veterans’ Victory House is a 220 bed intermediate and skilled nursing facility for veterans which opened in 2006. Construction of the facility was jointly funded by the U.S. Department of Veterans Affairs and the State of South Carolina. The House, which is owned by the State of South Carolina, is a single story building containing three nursing units of 56 beds each and a fourth nursing unit of 52 beds designated as a dementia unit, and designed as two independent units each with 26 beds, all with ancillary, support and mechanical space. The area of the building is approximately 126,000 square feet. The facility is currently licensed by the S.C. Department of Health and Environmental Control (SCDHEC) as an intermediate and skilled nursing facility, and all nursing units are currently open and operating. The facility has been managed and operated by a private management company under contract with the State since 2006.
The current management contracts for both facilities expire November 30, 2015. The purpose of this Request for Proposal is to solicit proposals for a new management contract to begin December 1, 2015. The objectives of the contract are:
1.1 To deliver high quality nursing home care that meets or exceeds licensure and certification standards required by SCDHEC, Medicare and Medicaid certification requirements and Veterans Affairs standards.
1.2 To operate the facility programs in a manner that respects the residents' rights and dignity, with emphasis on assisting the residents to achieve their highest level of functioning.
1.3 To operate the facility in a cost effective manner with full reporting and accountability to SCDMH in coordination with the South Carolina Division of Veterans Affairs (SCDVA).
1.4 To maintain an open and collaborative relationship with the administration and staff of SCDMH and the SCDVA.
1.5 To maintain complete and accurate records of care and to collect and analyze health statistics on a regular basis as required.
MAXIMUM CONTRACT PERIOD - ESTIMATED (MODIFIED)
Start date: 12/01/2015End date: 11/30/2020. Dates provided are estimates only. Any resulting contract will begin on the date specified in the notice of award. See clause entitled "Term of Contract - Effective Date/Initial Contract Period". Each resulting contract will be for one year with four one year options for a potential maximum term of five years.
SAP
II. INSTRUCTIONS TO OFFERORS - A. GENERAL INSTRUCTIONS
DEFINITIONS, CAPITALIZATION, AND HEADINGS (FEB 2015)