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HomeMy WebLinkAbout2021-052 PO 20220076- Tactical Business Purchase Order Fiscal Year 2022 Page: 1 of: 1 -4s1e B City of Ashland ' t.. _ ATTN: Accounts Payable Purchase 20 E. Main L Ashland, OR 97520 Order# 20220076 T Phone: 541/552-2010 0 Email: payable@ashland.or.us • V H C/O Fire and Rescue Department E TACTICAL BUSINESS I 455 Siskiyou Blvd IN 339 SW 13TH ST p Ashland, OR 97520 ' O DUNDEE, OR 97115 Phone: 541/482-2770 R O Fax: 541/488-5318 __7=_[a tyle-5=ta7€t==E�€I@e�6t�1 :3_7_T4=7= _E-.1l€F?_}eI_7—cEE: Emily Matlock oaaM -==7(= =L71=T€alai=Z•lde_-- _= -- —=t_0%1=-€e=7a'===7Hciti=I=_ 08/03/2021 5048 FOB ASHLAND OR/NET30 City Accounts Payable i tarsi L Kr. i]i eau r —-4K GEMT Cost Reporting 1 GEMT Cost Reporting 1.0 $10,000.00 $10,000.00 FY 2022 $10,000.00 Personal Services Agreement Completion date: May 31, 2024 Project Account: 2 FY 2023 $10,000.00 1.0 $0.01 $0.01 Project Account: 3 FY 2024 $10,000.00 1.0 $0.01 $0.01 Project Account: • ***************.GL SUMMARY*************** 071200-604100 $10,000.02 • • • B • i� Date: 08/04/2021 A •17 - d Signature -Mat._ $10,000.02 • •- 1+'ORM #3 CITY• OF 7 �S H LAN D t'i C,; F! :!" : i ';r i•1-i..1}'e; r ti(: `4 G ,girr �D s'x !I'fe�„ia1�•>151, �N��r�� ?.� ki.1f lf':�i 11�_5<:/1 �'�..�. REQUISITION Date of request: c-11211 2-1 Required date for delivery: Tactical Business Solutions Vendor Name . Address,City,State,Zip 4497 Brownridge Terrace Suite 102 Medford,OR 97504 Contact Name&Telephone Number Blake Jamison 541-708-2178 Email address blake@tacticalbusiness.com SOURCING METHOD ❑ Exempt from Competitive Bidding 0 Emergency ❑ Reason for exemption: 0 Invitation to Bid 0 Form#13,Written findings and Authorization 0 AMC 2.50 Date approved by Council: 0 Written quote or proposal attached ❑ Written quote or proposal attached _(Attach copy of council communication) __(If council approval required,attach copy of CC) ❑ Small Procurement 0 Request for Proposal Cooperative Procurement Not exceeding$5,000 Date approved by Council: 0 State of Oregon ❑ Direct Award _(Attach copy of council communication) Contract# ❑ Verbal/Written bid(s)or proposal(s) 0 Request for Qualifications(Public Works) 0 State of Washington • Date approved by Council: Contract# _(Attach copy ofcouncil communication) 0 Other government agency contract Intermediate Procurement 0 Sole Source Agency GOODS&SERVICES 0 Applicable Form(#5,6,7 or 8) Contract# • Greater thin$5,000 and less than$100,000 0 Written quote or proposal attached .Intergovernmental Agreement ❑ (3)Written bids&solicitation attached 0 Form#4,Personal Services$5K to$75K Agency PERSONAL SERVICES 0 Special Procurement 0 Annual cost to City does not exceed$25,000. Greater than$5,000 and less than$75,000 0 Form#9,Request for Approval Agreement approved by Legal and approved/signed by O Less than$35,000,by direct appointment 0 Written quote or proposal attached City Administrator.AMC 2.50.070(4) O (3)Written proposals&solicitation attached Date approved by Council: 0 Annual cost to City exceeds$25,000,Council ❑ Form#4,Personal Services$5K to$75K Valid until:_ _ (Date) approval required.(Attach copy of council communication) Description of SERVICES Total Cost Provide Fiscal Year 2021-Fiscal Year 2023 GEMT cost reporting.Reporting cost to be 10k per year. :$=::30;'000.00 Item# Quantity Unit Description of MATERIALS Unit Price Total Cost ❑ Per attached quotelproposal : TOTAL:COST':.• Project Number __ _ Account Number - - Account Number 0 7 1 2 0 0.6 0 4 1 0 0 Account Number _ • `Expenditure must be charged to the appropriate account numbers for the financials to accurately reflect the actual expenditures. IT Director In collaboration with department to approve all hardware and software purchases: IT Director Date Support-Yes/No By signing this requisition form,I certify that the City's public contracting requirements have been satisfied. r G. Employee: t '(F' r Department Head: (Equal to or greater than$5,000) Department Manager/Sup• Isor: City Administrator: p /04/ ` (Equal toargreater than 20 21 Funds1 appropriated for current fiscal year: YES/ NO 1 0U8 Finance Director-(Equal to orgreaterthan$5,000) Date Comments: Form#3-Requisition PERSONAL SERVICES AGREEMENT ($35,000 OR LESS) CONSULTANT: Tactical Business Group (Blake Jamison) CITY OF • ►.S H LAN D ADDRESS: 4497 Brownridge Terrace Suite 102 20 East Main Street Medford, OR 97504 Ashland,Oregon 97520 Telephone: 541-552-2216 TELEPHONE: 541-708-2178 Fax: 541-552-2281 EMAIL:Blake@tacticalbusiness.com This Personal Services Agreement(hereinafter"Agreement") is entered into by and between the City of Ashland, an Oregon municipal corporation (hereinafter "City") and Tactical Business Group, ("hereinafter "Consultant"), for Fiscal Year 2021 through Fiscal Year 2023 Ground Emergency Transport (GEMT) cost reporting. NOW THEREFORE,in consideration of the mutual covenants contained herein,the City and Consultant hereby agree as follows: 1. Effective Date and Duration: This Agreement shall become effective on the date of execution on behalf of the City, as set forth below(the"Effective Date"), and unless sooner terminated as specifically provided herein, shall terminate upon the City's affirmative acceptance of Consultant's Work as complete and Consultant's acceptance of the City's final payment therefore, but not later than May 31St 2022 for GEMT FY 2021,May 31St 2023 for GEMT FY 2022 and May 31st 2024 for GEMT FY 2023. 2. Scope of Work: Consultant will provide Fiscal year 2021 through Fiscal year 2023 GEMT cost reporting as more fully set forth in the Consultant's Proposal dated July 6th, 2021,which is attached hereto as "Exhibit A" and incorporated herein by this reference. Consultant's services are collectively referred to herein as the"Work." 3. Supporting Documents/Exhibits; Conflicting Provisions: This Agreement and any exhibits or other supporting documents shall be construed to be mutually complementary and supplementary wherever possible. In the event of a conflict which cannot be so resolved,the provisions of this Agreement itself shall control over any conflicting provisions in any of the exhibits or supporting documents. 4. All Costs Borne by Consultant: Consultant shall, at its own risk,perform the Work described above and, unless otherwise specified in this Agreement, furnish all labor, equipment, and materials required for the proper performance of such Work. 5. Qualified Work: Consultant has represented, and by entering into this Agreement now represents,that all personnel assigned to the Work to be performed under this Agreement are fully qualified to perform the service to which they will be assigned in a skilled and worker-like manner and, if required to be registered, licensed or bonded by the State of Oregon, are so registered, licensed and bonded. Page 1 of 6: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND TACTICAL BUSINESS GROUP ? � l 6. Compensation: City shall pay Consultant the sum of$10,000.00 (ten thousand dollars and zero cents) each fiscal year as full compensation for Consultant's performance of all Work under this Agreement. In no event shall Consultant's total of all compensation and reimbursement under this Agreement exceed the sum of$10,000.00 per fiscal year(ten thousand dollars and zero cents) without the express,written approval from the City official whose signature appears below, or such official's successor in office. Payments shall be made within thirty (30) days of the date of receipt by the City of Consultant's invoice. Should this Agreement be terminated prior to completion of all Work, payments will be made for any phase of the Work completed and accepted as of the date of termination. 7. Ownership of Work/Documents: All Work,work product, or other documents produced in furtherance of this Agreement belong to the City, and any copyright,patent,trademark proprietary or any other protected intellectual property right shall vest in and is hereby assigned to the City. 8. Statutory Requirements: The following laws of the State of Oregon are hereby incorporated by reference into this Agreement: ORS 279B.220,279B.230 and 279B.235. 9. Living Wage Requirements: If the amount of this Agreement is $22,310.46 or more, Consultant is required to comply with Chapter 3.12 of the Ashland Municipal Code by paying a living wage,as defined in that chapter,to all employees performing Work under this Agreement and to any Subcontractor who performs 50%or more of the Work under this Agreement. Consultant is also required to post the notice attached hereto as"Exhibit B"predominantly in areas where it will be seen by all employees. 10. Indemnification: Consultant hereby agrees to defend, indemnify, save, and hold City, its officers, employees, and agents harmless from any and all losses, claims, actions, costs, expenses,judgments, or other damages resulting from injury to any person (including injury resulting in death), or damage (including loss or destruction)to property, of whatsoever nature arising out of or incident to the performance of this Agreement by Consultant(including but not limited to, Consultant's employees, agents, and others designated by Consultant to perform Work or services attendant to this Agreement). However, Consultant shall not be held responsible for any losses, expenses, actions, costs, or other damages, caused solely by the gross negligence of City. 11. Termination: a. Mutual Consent. This Agreement may be terminated at any time by the mutual consent of both parties. b. City's Convenience. This Agreement may be terminated by City at any time upon not less than thirty (30) days' prior written notice delivered by certified mail or in person. c. For Cause. City may terminate or modify this Agreement, in whole or in part, effective upon delivery of written notice to Consultant, or at such later date as may be established by City under any of the following conditions: i. If City funding from federal, state, county or other sources is not obtained and continued at levels sufficient to allow for the purchase of the indicated quantity-of services; ii. If federal or state regulations or guidelines are modified, changed, or interpreted in such a way that the services are no longer allowable or appropriate for purchase under this Page 2 of 6: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND TACTICAL BUSINESS GROUP Agreement or are no longer eligible for the funding proposed for payments authorized by this Agreement; or iii. If any license or certificate required by law or regulation to be held by Consultant to provide the services required by this Agreement is for any reason denied,revoked, suspended, or not renewed. d. For Default or Breach. i. Either City or Consultant may terminate this Agreement in the event of a breach of the Agreement by the other. Prior to such termination the party seeking termination shall give to the other party written notice of the breach and its intent to terminate. If the party committing the breach has not entirely cured the breach within fifteen(15) days of the date of the notice, or within such other period as the party giving the notice may authorize in writing, then the Agreement may be terminated at any time thereafter by a written notice of termination by the party giving notice. ii. Time is of the essence for Consultant's performance of each and every obligation and duty under this Agreement. City,by written notice to Consultant of default or breach,may at any time terminate the whole or any part of this Agreement if Consultant fails to provide the Work called for by this Agreement within the time specified herein or within any extension thereof. iii. The rights and remedies of City provided in this subsection(d) are not exclusive and are in addition to any other rights and remedies,provided by law or under this Agreement. 12. Independent Contractor Status: Consultant is,an independent contractor and not an employee of the City for any purpose. 13. Assignment: Consultant shall not assign this Agreement or subcontract any portion of the Work without the written consent of City. Any attempted assignment or subcontract without written consent of City shall be void. 14. Default. The Consultant shall be in default of this Agreement if Consultant: commits any material breach or default of any covenant,warranty, certification, or obligation under the Agreement; institutes an action for relief in bankruptcy or has instituted against it an action for insolvency;makes a general assignment for the benefit of creditors; or ceases doing business on a regular basis of the type identified in its obligations under the Agreement; or attempts to assign rights in, or delegate duties under,this Agreement. 15. Insurance. Consultant shall, at its own expense,maintain the following insurance: a. Workers' Compensation. Consultant shall obtain and maintain Workers' Compensation insurance in compliance with ORS 656.017,which requires subject employers to provide Oregon Workers' Compensation coverage for its subject workers,unless such employers are exempt under ORS 656.126. If exempt under ORS 656.126, Consultant shall certify such exemption to the City. b. Professional Liability insurance with a combined single limit, or the equivalent, of not less than $2,000,000 (two million dollars)per occurrence. This is to cover any damages caused by error, omission or negligent acts related to the Work to be provided under this Agreement. Page 3 of 6: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND TACTICAL BUSINESS GROUP l' c. General Liability insurance with a combined single limit, or the equivalent, of not less than $2,000,000 (two million dollars)per occurrence for Bodily Injury,Death, and Property Damage. d. Notice of cancellation or change. There shall be no cancellation,material change,reduction of limits or intent not to renew the insurance coverage(s)without thirty (30) days'prior written notice from the Consultant or its insurer(s)to the City. e. Additional Insured/Certificates of Insurance. Consultant shall name the City of Ashland, Oregon, and its elected officials, officers and employees as Additional Insureds on any insurance policies, excluding Professional Liability and Workers' Compensation,required herein,but only with . respect to Consultant's services to be provided under this Agreement. The consultant's insurance is primary and non-contributory.As evidence of the insurance coverages required by this Agreement, the Consultant shall furnish acceptable insurance certificates and endorsements prior to commencing the Work under this Agreement. 16. Nondiscrimination: Consultant agrees that no person shall, on the grounds of race, color,religion, creed, sex,marital status, familial status or domestic partnership,national origin, age,mental or physical disability, sexual orientation, gender identity or source of income, suffer discrimination in the performance of any Work under this Agreement when employed by Consultant. Consultant agrees to comply with all applicable requirements of federal and state civil rights and rehabilitation statutes,rules and regulations. Further, Consultant agrees not to discriminate against a disadvantaged business enterprise,minority-owned business,woman-owned business, a business that a service-disabled veteran owns or an emerging small business enterprise certified under ORS 200.055, in awarding subcontracts as required by ORS 279A.110. 17. Consultant's Compliance With Tax Laws: 17.1 Consultant represents and warrants to the City that: 17.1.1 Consultant shall,throughout the term of this Agreement, including any extensions hereof, comply with: (i)All tax laws of the State of Oregon, including but not limited to ORS 305.620 and ORS Chapters 316, 317, and 318; (ii) Any tax provisions imposed by a political subdivision of the State of Oregon applicable to Consultant; and (iii) Any rules,regulations, charter provisions, or ordinances that implement or enforce any of the foregoing tax laws or provisions. 17.1.2 Consultant, for a period of no fewer than six(6) calendar years preceding the Effective Date of this Agreement,has faithfully complied with: (i) All tax laws of the State of Oregon, including but not limited to ORS 305.620 and ORS Chapters 316, 317, and 318; (ii) Any tax provisions imposed bypolitical subdivision of the State of Oregon applicable to Consultant; and (iii) Any rules, regulations, charter provisions, or ordinances that implement or enforce any of the foregoing tax laws or provisions. 18. Governing Law; Jurisdiction: This Agreement shall be governed and construed in accordance Page 4 of 6: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND TACTICAL BUSINESS GROUP with the laws of the State of Oregon without regard to conflict of laws principles. Exclusive venue for litigation of any action arising under this Agreement shall be in the Circuit Court of the State of Oregon for Jackson County unless exclusive jurisdiction is in federal court, in which case exclusive venue shall be in the federal district court for the district of Oregon. Each party expressly waives any and all rights to maintain an action under this Agreement in any other venue. 19. Notice. Whenever notice is required or permitted to be given under this Agreement, such notice shall be given in writing to the other party by personal delivery,by sending via a reputable commercial overnight courier,by mailing using registered or certified United States mail,return receipt requested,postage prepaid, or by electronically confirmed at the address or facsimile number set forth below: • If to the City: Ashland Fire &Rescue Attn:Emily Matlock 455 Siskiyou Blvd Ashland, Oregon 97520 With a copy to: City of Ashland-Legal Department 20 East Main Street Ashland, Oregon 97520 If to Consultant: Tactical Business Group Attn: Blake Jamison 4497 Brownridge Terrace, Suite 102 Medford, Oregon 97504 20. Amendments. This Agreement may be amended only by written instrument executed by both parties with the same formalities as this Agreement. 21. THIS AGREEMENT AND THE ATTACHED EXHIBITS CONSTITUTE THE ENTIRE UNDERSTANDING BETWEEN THE PARTIES. THERE ARE NO UNDERSTANDINGS, AGREEMENTS, OR REPRESENTATIONS,EITHER ORAL OR WRITTEN,NOT SPECIFIED HEREIN REGARDING THIS AGREEMENT. CONSULTANT,BY SIGNATURE OF ITS AUTHORIZED REPRESENTATIVE,HEREBY ACKNOWLEDGES THAT HE/SHE HAS READ THIS AGREEMENT,UNDERSTANDS IT,AND AGREES TO BE BOUND BY ITS TERMS AND CONDITIONS. 22. Certification. Consultant shall execute the certification attached hereto as "Exhibit C" and incorporated herein by this reference. Page 5 of 6: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND TACTICAL BUSINESS GROUP IN WITNESS WHEREOF the parties have caused this Agreement to be signed in their respective names by their duly authorized representatives as of the dates set forth below. CITY OF ASHLAND: TACTICAL BUSINESS GROUP (CONSULTANT): By: By: 51 le-"( Signature ignature 12- _t'\ Blake Jamison Printed Name Printed Name CEO/LLC Member Title Title e2n 202 ( July 26, 2021 Date Date Purchase Order No. 7---® 7 6 (W-9 is to be submitted with this signed Agreement) Page 6 of 6: PERSONAL SERVICES AGREEMENT BETWEEN THE CITY OF ASHLAND AND TACTICAL BUSINESS GROUP S EXHIBIT B CITY OF ASHLAND, OREGON City of Ashland LIVING ALL employers described WAGE below must comply with City of Ashland laws regulating •a ment of a livin• wa.e. $15.96 per hour, effective June 30; 2021. rr, The Living Wage is adjusted annually every June 30 by the Consumer Price Index. Employees must be paid a portion,of business of their 401K and IRS eligible living wage: employer, if the employer has cafeteria plans(including ten or more employees,and childcare) benefits to the has received financial amount of wages received by assistance for the project or the employee. ➢ For all hours worked under a business from the City of service contract between their Ashland in excess of > Note: For temporary and employer and the City of $22,310.46. part-time employees,the Ashland if the contract Living Wage does not apply exceeds$22,310.46 or more. > If their employer is the City of to the first 1040 hours worked Ashland,including the Parks in any calendar year. For > For all hours worked in a and Recreation Department. more details, please see month if the employee spends Ashland Municipal Code 50%or more of the > In calculating the living wage, ' Section 3.12.020. employee's time in that month employers may add the value working on a project or of health care, retirement, For additional information: Call the Ashland City Administrator's office at 541-488-6002 or write to the City Administrator, City Hall, 20 East Main Street, Ashland, OR 97520, or visit the City's website at www.ashland.or.us. (Notice to Employers:This notice must be posted predominantly in areas where it can be seen by all employees. CITY OF ASHLAND Page 1 of 1: EXHIBIT B EXHIBIT C CERTIFICATIONS/REPRESENTATIONS: Consultant,by and through its authorized representative,under penalty of perjury, certifies that(a)the number shown on the attached W-9 form is its correct taxpayer ID (or is waiting for the number to be issued to it and (b) Consultant is not subject to backup withholding because: (i) it is exempt from backup withholding, or(ii) it has not been notified by the Internal Revenue Service(IRS)that it is subject to backup withholding as a result of a failure to report all interest or dividends, or(iii)the IRS has notified it that it is no longer subject to backup withholding. Consultant further represents and warrants , to City that: (a) it has the power and authority to enter into this Agreement and perform the Work, (b)the Agreement,when executed and delivered, shall be a valid and binding obligation of Consultant enforceable in accordance with its terms, (c)the work under the Agreement shall be performed in accordance with the highest professional standards, and (d) Consultant is ' qualified,,professionally competent, and duly licensed(if applicable)to perform the Work. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws, it is an independent contractor as defined in the Agreement, it is authorized to do business in the State of Oregon, and Consultant has checked four or more of the following criteria that apply to its business. X (1)Consultant carries out the work or services at a location separate from a private residence or is in a specific portion of a private residence, set aside as the location of the business. X (2) Commercial advertising or business cards or a trade association membership are purchased for the business. X (3)Telephone listing is used for the business separate from the,personal residence listing. X (4)Labor or services are performed only pursuant to written contracts. x (5)Labor or services are performed for two or more different persons within a period of one year. X (6) Consultant assumes financial responsibility for,defective workmanship or for service not provided as evidenced by the ownership of performance bonds, warranties, errors and omission(professional liability) insurance or liability insurance relating to the Work or services to be provided. UiP Consultana signature July 26, 2021 Date Page 1 of 1: EXHIBIT C -ACTICAI_ Business Group Proposal to Provide Ground Emergency Medical Transportation Program Cost Report Preparation Services Due Date: July 7, 2021 by 4:30pm PST • Prepared For: CITY OF ASHLAND Ashland Fire & Rescue Attn: Emily Matlock I emily.matlock@ashland.or.us 455 Siskiyou Blvd I Ashland, OR 97520 Phone: 541-552-2216 I Fax: 541 -552-2218 r Office:(541)708-2178 '� Info@tacticalbusinesscom 0 4497 Brownridge Terrace e Fax:(541)9732450 volacticalbusiness.com Suite 102 Medford,OR 97504 Cover Letter Dear Ashland Fire & Rescue, I would like to thank you for taking the time to review our proposal and consider working with my team as your GEMT cost report preparer. I wanted to share some information with you about our company so you can get a feel for who we are rather than just providing you with numbers and information about our services; I believe it is important for a vendor to be fully transparent about the culture of their firm with a prospective client as this is a critical factor that is often impossible to otherwise gauge from a proposal. Tactical Business Group started in 2018 as a boutique business strategy consulting firm that focused on revenue optimization for fire departments. Prior to 2020, our focus was on securing "unbudgeted"funding sources such as grants, ASSPP/GEMT revenues, and .legislative/congressional earmark requests for our clients. With a background in ambulance/EMS/fire billing in both the private and public sector, client requests quickly came in for our company to expand our offerings to include billing services. In late 2020, I decided to respond to the "call" and begin a customized billing program that meets the needs of each individual client,while eliminating the risks of program delays experienced by other ambulance billing agencies as the result of COVID-19 Public Health Crisis related office closures. In response to direct requests from clients, I sought out and hired Angie Hambright (former Billing Supervisor— Eugene/Springfield Billing) to operationalize our billing program as our • Billing Operations Director. The addition of ambulance billing services to the list services we provide grants us with access to nationwide medical and financial databases, allowing us to retrieve data that exceeds any state or federal audit requirement. As GEMT consists of both the financial element of public safety operations, and the billing element, it is critical that GEMT cost report preparers have a thorough understanding of public safety operations and can manipulate billing data that likely may be used to correct discrepancies within the state's reporting system. We are working towards becoming a full-service firm that offers in-house collections alongside our current services which include ambulance/EMS/fire billing, ASSPP/GEMT cost report`preparing, grant writing, cost containment, and other areas of revenue maximization. As the previous Oregon GEMT Program Director for the Oregon Health Authority who originally operationalized this program, and the previous Director of the Texas ASSP Program (GEMT equivalent), I am confident that I will provide you with a service that exceeds all your expectations. Thank you for your consideration! Blake Jamison Chief Executive Officer © Office: (541)708-2178 Info@tacticalbusiness.com o 4497 Brownridge Terrace Ste 102 Fax: (541) 973-2450 - www•tacticalbusiness.com \-\\W Medford, OR 97504 • Tactical Business Group. Our Company History & Vision Founded in 2018, Tactical Business Group began as a boutique business strategy consulting firm based in Medford, Oregon, that focused on revenue optimization for first-response agencies. Over the past several years,we have worked with over 30 fire departments in Oregon to secure over $20 million in grant funds.We continue to work passionately to provide our clientele with access to sources of private and government funded programs by utilizing existing sources of funds and assisting governmental agencies in the development of new sources of funding through government relations and legislative initiatives. As of 2020, Tactical Business Group is officially operating as an ambulance/EMS/fire billing agency. We work one-on-one with select agencies that share with us a common vision and values. Integrity serves as the keystone of our work, and we take pride in the success that we've created while assisting our clientele in their endeavors. Our goal is to expand into a full-service public safety revenue management agency, offering in- house collection services by the end of 2022. Simplification is the one request that our clients have consistently and uniformly sought from their vendors, so it is our goal to be able to provide all areas of-public safety revenue management under one roof. Business Practices & Standards The priority of Tactical Business Group is to ensure the highest level of integrity in our work and to eliminate all data security concerns. Our business practices do not allow for the local hard drive storage of sensitive materials.- everything is uploaded onto the cloud utilizing Google Drive (HIPAA compliant; provides BAA) immediately after we are no longer using a specified file. Our computers utilize a secure Virtual Private Network(VPN) at all times while connected to the Internet. Our billing software is built completely in the cloud (Zoll Billing) and as with Google Drive, offers both encrypted upload and download. Our website is encrypted and does not contain sensitive information. Our phone systems are WiFi-based and encrypted for maximum security. Additionally, Tactical Business Group utilizes cyber security/data breach protection through the business' insurance policies -for both primary lines of businesses (grant writing & medical billing). We have developed policies for PHI/HIPAA security protocols in addition toforms for internal/client/patient/payer use. We ensure that all employees are regularly attending training courses relating to data storage practices (including HIPAA/PHI management). All employees are required to receive and maintain NAAC accreditation in relation to their assigned duties, all training costs are paid for by Tactical Business Group. All employees are required to take annual ambulance coder refresher courses while meeting the NAAC annual continuing education requirement of 12 credits, in addition to participating in biweekly team meetings dedicated to discussing HIPAA compliance practices. Tactical Business Group regularly works with our law firm, Buckley Law, and PWW to ensure that our security practices exceed the industry standard. 3 • Tactical Business Group Meet the Team Blake Jamison Owner/Chief Executive Officer Blake is the lead in consulting operations and specializes in government relations and revenue optimization projects for our clients, while working on various billing projects for clients including billing contracts. Blake's relevant experience includes work performed as a firefighter, the development and oversight of the Ground Emergency Medical Transportation (GEMT) Program in the State of Oregon and in the State of Texas, and over 8 years of experience in health insurance plan development and claims management for commercial health plans, supplemental health plans, Medicare Advantage plans, Medicaid Managed Care (CCO/MCO) plans, Medicaid Fee-for- Service (FFS) plans, and Public Employee Benefit Board,(PEBB) plans. Blake is a Certified Ambulance Coder who has worked as an ambulance biller for fire and emergency medical providers, in addition to overseeing Medicaid administration for local health districts. Angie Hambright Billing Operations Director Angie leads billing operations and is the direct contact person for all client billing inquiries following the contract process; Angie also serves as our dedicated compliance officer. Angie brings with her over 20 years of experience in ambulance billing and billing operations management working for Eugene-Springfield Fire Department. Through the years she has been awarded multiple achievements and has received a unit citation from her former department for her notable contribution, attention to detail, and exemplary work. She has maintained her Certified Ambulance Coder status since 2010 and has extensive experience with compliance and HIPAA laws as a Certified Ambulance Compliance Officer. Taylor Head Billing Specialist Taylor is our second-in-command billing operations representative who under Angie's supervision, dedicates her time solely on the billing processes for our clients. Taylor is an • experienced data entry clerk who has over five years of experience in Fire/EMS billing. Taylor's experience provides for the ability to handle manual and electronic reports with increased attention to detail. She is certified through the National Association of Ambulance Compliance as a Certified Ambulance Coder and Certified Ambulance Documentation Specialist. Taylor is known by employers, co-workers and friends as a very resourceful and hard worker. Cameron Wiggett Administrator Cameron works as an Administrator and performs duties primarily within internal operations, while assisting in consulting and billing operations. Cameron has spent much of his professional life in public service beginning with an enlistment in the U.S. Air Force in 2011 and continuing to his current position as a State Trooper with the Oregon State Police. Cameron joined Tactical Business Group in 2020 as another way to ensure adequate public safety services in his community. Cameron is known for his unwavering work ethic and unique ability to quickly build rapport with his clients and co-workers. Cameron is goal-oriented and often goes above and beyond to accomplish these goals. Cameron is credentialed through the National Association of Ambulance Compliance as a Certified Ambulance Documentation Specialist and is in the process of obtaining his Certified Ambulance Coder credentials. 4 Tactical Business Group Organizational Chart & Qualifications Tactical Business Group (Oregon Limited Liability Company) Blake Jamison Owner/CEO Certified Ambulance Coder! NAAC Angie Hambright Billing Operations Director Certified Ambulance Coder j NAAC Certified Ambulance Compliance Officer I NAAC !/ Cameron Wiggett Taylor Head Administrator Billing Specialist Certified Ambulance Documentation Specialist! Certified Ambulance Compliance Officer! NAAC NAAC Certified Ambulance Documentation Specialist NAAC Qualifications Tactical Business Group is a registered Oregon Limited Liability Company(LLC) and maintains all necessary licensing and insurance requirements as required by the State of Oregon relating to work performed as a consulting and medical billing agency, and as an employer. Tactical Business Group has not had any disciplinary actions taken against us by a professional licensing agency of a state or federal government, for fraud or other charges by a government or private insurer. Tactical Business has never been subject to an investigation of any kind. 5 r . ._ -- ._---- ,......._ .,... , _ _ _. 5, ___ 1 , , Proposal Aed Pricing z for the Services will be $10,000.00. The Fee is payable within thirty (30) days omission of the GEMT Cost Report to the Oregon Health Authority. actical Business Group will provide assistance with the CCO GEMT Program at no charge. Proposed Services — Minimum Requirements (RFP) Meet all deadlines as established by the OHA for state fiscal year 2021 GEMT program. 1. Tactical Business Group will release information on billing only to the patient or legal guardian, the patient's insurer or other insurers as may be required for claim processing or payment, or as may be required by law. 2. Develop and submit all required reports as required by the OHA for GEMT program. 3. Keep, maintain, and have readily retrievable, such records to fully disclose reimbursement amounts to which the eligible GEMT provider is entitled, and any other records required by CMS. 4. Comply with the allowable cost requirements provided in Part 413 of Title 42 of the Code of Federal Regulations, 2 CFR Part 200, and Medicaid non-institutional reimbursement policy. 5. Provide a detailed list of services provided, meeting or exceeding requirements as outlined above along with a fee schedule for services rendered. Proposed Services —Additional Services Development of cost allocation plans and indirect cost rates as complaint with 2 CFR 200 and the Medicare Provider Reimbursement Manual, Assist Ashland Fire& Rescue with the OHA desk review and reconciliation processes and make any/all necessary changes to the cost report as requested by OHA in order to receive payment on the cost report, Provide up to 20 hours of assistance with audits of the cost report, either in person (if the audit is conducted on-site) or through telephone/e-mail (if the audit is a desk audit), Provide up to 10 hours of assistance with follow-up questions related to the completed GEMT cost report, Provide assistance (as necessary) with GEMT CCO participation requirements, Provide access to a HIPAA compliant Google Suite license under the Tactical Business Organizational unit to store all data relating to the preparation of the GEMT cost report. 9 • L Cake Jamison 4497 Brownridge Terrace, Suite 102, Medford, OR 97504 (541) 708-2178 I blake@tacticalbusiness.com Objective Experienced and proficient in federal award administration, EMS billing, and governmental accounting standards; Certified Ambulance Coder I NAAC. Experience CHIEF EXECUTIVE OFFICER I TACTICAL BUSINESS GROUP I SEPTEMBER 2018 - PRESENT • Development and oversight of all service contracts—in excess of 40 to-date. • Management of all Tactical Business Group staff; payroll, scheduling, hiring, etc. • Preparation of grant applications and cost reports on behalf of clients. • Coordination with members of the Oregon legislative assembly and U.S. Congress as required by clients. • Perform general duties relating to consulting, grant management, and ambulance/EMS/fire billing. PROGRAM MANAGER, EMERGENCY MEDICAL TRANSPORTATION PROGRAMS I OREGON HEALTH AUTHORITY I NOVEMBER, 2018 —OCTOBER, 2019 • Operationalization of the Oregon Ground Emergency Medical Transportation (GEMT) Program. • Management and direct oversight of all Medicaid EMT programs. • Legislative coordinator and advisor on all EMT bill proposals. • Perform desk reviews on cost reports, issuing annual settlement payments. • Compose training materials and present during annual provider training seminars. • Legislative duties; budget allocation,•administrative rule composition, and bill advisory. DIRECTOR, GOVERNMENT RELATIONS AND CREATIVE SERVICES I SPECIALIZED BILLING & COLLECTION SYSTEMS OF TEXAS I FEBRUARY, 2018 —SEPTEMBER, 2018 • Prepare enrollment applications for ASSPP and GEMT eligible providers. • Prepare ASSPP and GEMT cost reports; develop indirect cost rates and billing policies applicable to allowable services. • Design and management of Specialized Billing and individual clients' collateral, websites, and social media. PROGRAM DIRECTOR, AMBULANCE SERVICES SUPPLEMENTAL PAYMENT PROGRAM I TEXAS HEALTH AND HUMAN SERVICES COMISSION I OCTOBER, 2016 — FEBRUARY, 2018 • Perform desk reviews on cost reports, issuing annual settlement payments exceeding $100million. • Prepare quarterly forecasting reports, reflecting projections for CMS 37 reports. • Compose training materials and present during annual provider training seminars. • Legislative duties; budget allocation, administrative rule composition and amendments. Angie Hambright 4497 Brownridge Terrace, Suite (541) 630-3834 I angie@tacticalbusiness.com 102 Medford, OR 97504 Experience Billing Operations Director Tactical Business Group October 2020-Present • Management of billing operations; billing staff supervision, client onboarding, policy implementation. • Billing services implementation; coordinate with vendors to implement billing program features. • Compliance officer; develop and implement security protocols, facilitate employee and client data security training, oversee internal audits, mitigate data exposure risks. • Billing processes: ambulance coding, claims submission to payers, authorization management, etc. • Process and resolve denials and appeals. Ambulance Billing Supervisor November 2016-July 2020 Eugene Springfield Fire Department AIC October 2015-October 2016 • Develops, implements &modifies Billing policies&procedures • Provides staff assistance on complex account issues • Performs review of accounts for financial assistance • Continuous monitoring for compliance with laws, rules& regulations including Medicare, Medicaid &the Veteran's Administration • Prepares&tracks ongoing financial metrics and employee productivity reports • Develops, revises&administers contracts with agencies/vendors • Compliance/HIPAA Manager for Ambulance Billing Division • Supervises Billing office staff, conducts performance reviews, provides coaching &assigns tasks Lead Ambulance Billing Account Technician July 2014-October 2015 Eugene Springfield Fire Department September 2013-June 2014 As Lead it was essential for me to support the other Billing team members in any way I could by monitoring their daily workloads while also performing the following functions: • Responsible for ensuring all goals &client deadlines are met by the data entry team • Act as liaison to our contracted clients providing them with information regarding ambulance billing rules & regulations, disgruntled patients, custom report requests, etc. • Provide technical support to co-workers in various computer programs to include the Billing software(Zoll RescueNet Billing) • Act as system administrator of the Billing software to include maintenance of charges (HCPCS), government program allowables, insurance files, bill schedules, medical coding (ICD-10), etc. • Implement&continuously monitor the import/export module which is needed to obtain the clients' electronic ambulance reports Ambulance Billing Account Technician June 2006-August 2013,August 2002-June City of Springfield, Fire &Life Safety City 2003 June 2003-June 2006 of Eugene, Ambulance Billing • Provide data entry of ambulance report information for processing of ambulance bills &claims o At the City of Springfield this included up to 26 contracted agencies at one time • Facilitator of multiple process improvement projects that included on-going statistical analysis of daily ambulance reports received by agency, daily ticket entry totals by biller, tracking of agency completion at month-end, aging of accounts, etc. • Provide customer service in all aspects of the Billing process to include insurance follow-up, claims resolution/appeals, insurance verification and eligibility, patient assistance, collection determinations, and assistance with questions from contracted agencies • Submission &download of electronic claims/remittance • Act as Ambulance Billing representative at industry seminars, conferences, and trainings with full report and/ or associated training to team upon return TAYLOR TR HEAD 4497 Brownridge Terrace, Suite 102, Medford, OR 97504 281-520-0983 I taylor@tacticalbusiness.com PROFESSIONAL SUMMARY Talented Data Entry Clerk with expert technical abilities and focus on producing error-free content. Handle both manual and automated uploads with same attention to detail.Work collaboratively to identify and address issues with miscellaneous data information. SKILLS • 50+WPM • 10 Key • Data Entry • Microsoft Office • Customer Service • Insurance Verification • Medical Billing • Data Management • Document Processing EXPERIENCE Billing Specialist April 2021 -Present Tactical Business Group I Medford, OR • Customer service: daily communication with patients, clients, and general members of the public. • Quality control: verification of billing data for accuracy, correction of discrepant data. • Billing processes: ambulance coding, claims submission to payers, authorization management, etc. • Claims management: payer payment processing, delinquent account follow-up, statement preparation. Data Entry Clerk October 2015-December 2020 Specialized Billing and Collection Systems of Texas I Houston,TX • Discrepant data correction and identification utilizing established quality control methods. • Resolution of garbled data using manual and computer-assisted methods. • Quality assurance of billing data utilizing running validation queries. • Safeguarded data accessibility through effective file management and organization. Customer Service Representative May 2014-October 2015 Builders Mechanical, Inc. I Tomball, TX • Investigated and resolved customer concerns related to order inquiries and delivery tracking. • Handled customers' advanced needs with properly escalated calls and scheduled service appointments. • Recaptured customer loyalty with expertise in de-escalating conflicts and building personalized solutions. • Contributed to billing accuracy by determining charges for services requested, collecting deposits, and arranging long-term payment plans. Cameron wiggett Public Safety Operations Contact (s,b ecUve 4497 Brownridge Terrace i Cameron has spent much of his professional life in public service Suite 102 Medford, OR 97504 ; beginning with an enlistment in the U.S. Air Force in 2011 and (541) 708-2178 continuing to his current position as a State Trooper with the Oregon cameron@tacticalbusiness.com i State Police. Cameron joined Tactical Business Group in 2020 as another way to ensure adequate public safety services in his community. Eckcit of I Expedience BS in Criminal Justice January 2020-Present Administration Administrator • Part-Time •Tactical Business Group February 2020-Present AAS in Criminal Justice Trooper • Central Point Area Command • Oregon State Police Management February 2019—February 2020 Police Officer Certification Police Officer• Patrol Division • McMinnville Police Department Oregon DPSST May 2017—January 2019 Certified Ambulance Police Officer• Patrol Division • High Point Police Department Documentation Specialist NAAC Cameron is primarily responsible for providing patrol services throughout Jackson County, Oregon and in 2020 was recognized by Oregon Governor Kate Brown for his efforts during the Alameda and Obenchain Fires which devastated much of Southern Oregon. Key SkIHs Comorrrounicat o i Communication Cameron is known for his unwavering work ethic and unique ability Public Safety to quickly build rapport with his clients and co-workers. Cameron is Investigation goal-oriented and often goes above and beyond to accomplish these De-Escalation goals. LeadersHp Cameron has held several specialized certifications throughout his career including appointment to the High Point Police Department Tactical Team and well as the Crisis Intervention Team. • PUBLIC Salaam's that Matter 13 CONSULTING GROUP Ashland Fire & Rescue REQUEST FOR PROPOSAL Form #2 - Intermediate Procurement Invitation to Bid - GEMT 111111 gp July 7, 2021 Ashland Fire & Rescue Attn: Emily Matlock 455 Siskiyou Boulevard Ashland, OR 97520 (541) 552-2216 emily.matlock@ashland.or.us J July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT ligPUBLIC Solutions that Matter CONSULTING GROUP COVER LETTER July 7,2021 Ashland Fire&Rescue , - 455 Siskiyou Boulevard Ashland, OR 97520 Dear Ms.Matlock, Public Consulting Group,Inc. (PCG)is pleased to present this proposal to Ashland Fire&Rescue for Oregon Ground Emergency Medical Transportation(GEMT)Program consulting services. For over three decades,PCG has provided Fire/EMS departments and state agencies with practical and cost-effective solutions and recommendations that matter. We bring dedicated and experienced staff, company experience, and financial stability to this project and we commit to . providing the highest level of quality. We are uniquely qualified to perform all services identified in the Request for Proposal(RFP). We offer: ► Proven Track Record with Ashland Fire & Rescue: In 2021, PCG partnered with Ashland Fire & Rescue to conduct a detailed quantitative (financial) and qualitative (operational)analysis of the ambulance transport services provided by the department.The PCG team provided fmancial data and results of the operational analysis to help the City determine the future of its ambulance operations. PCG will use this knowledge of the department and its operations to better serve Ashland Fire&Rescue in the GEMT Program. ► Local Experience: As of 2018,has worked alongside 19 other Oregon EMS providers to realize revenue from the Oregon Ground Emergency Medical Transportation Program. With PCG's assistance, Oregon providers have received more than $5.8 million in additional revenue over the first two years of the program. Working with providers from program inception, we understand the unique challenges that providers face when • implementing this program. PCG will work with the unique needs of Ashland Fire & Rescue to submit a state and federally compliant cost report while maximizing revenue for the department. ► Unparalleled Knowledge of Fire/EMS Medicaid Programs: PCG has been at the forefront of developing Fire/EMS reimbursement initiatives across the country. We provide a full array of revenue optimization, Ground Emergency Medical Transportation . design, development, and administration, and cost allocation services to local and state governments,fire departments, and ambulance service providers. PCG developed the first EMS supplemental payment program in 2006 and currently provides similar services in over a dozen states. We help providers optimize their revenue, maximize reimbursement, 2 ~ July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT and maintain compliance. PCG has generated over$650 million in federal reimbursement for public EMS providers across the country under Medicaid cost recovery programs. Dedicated and Experienced Staff: With more than 2,500 employees across five practice areas,we bring in the most experienced resources in the country.Our breadth of knowledge in the Fire/EMS arena covers all programmatic facets and the dedicated project team includes subject matter experts with a focus on best practices in the fields of fire/EMS, financial management, data analysis,program effectiveness,policy evaluation, and project management. We greatly appreciate the opportunity to assist Ashland Fire&Rescue on this important initiative and look forward to your review of our proposal. Sincerely, Qauett W.Mutt:arnsan Garrett Abrahamson Associate Manager,Health Practice Area 3 Ap July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT TABLE OF CONTENTS ligPUBLIC CONSULTING GROUP COVER LETTER 2 TABLE OF CONTENTS 4 PROJECT APPROACH AND WORK PLAN 5 EXPERIENCE AND KEY STAFF 92 REFERENCES 28 PRICE PROPOSAL 29 • Public Consulting Group, Inc 4 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT PROJECT APPROACH AND WORK PLAN 1. Meet all deadlines as established by the OHA for state fiscal year 2021 GEMT program. 2. Develop and submit all required reports as required by the OHA for GEMT program. 3. Keep, maintain, and have readily retrievable, such records to fully disclose reimbursement amounts to which the eligible GEMT provider is entitled, and any other records required by CMS. 4. Comply with the allowable cost requirements provided in Part 413 of Title 42 of the Code of Federal Regulations, 2 CFR Part 200, and Medicaid noninstitutional reimbursement policy 6. Provide a detailed list of services provided, meeting or exceeding requirements as outlined above along with a fee schedule for services rendered. Ground Emergency Medical Transportation Services Description of Approach Public Consulting Group (PCG) has a clear understanding of the requirements outlined in the request for proposal. Our approach to this work is described below. This approach is based not only on our successful implementation with other Ground Emergency Medical Transportation (GEMT)projects in Oregon, but also on our process improvement analysis of our past GEMT work. The below visual shows an overview of PCG's timeline for completing the GEMT scope of work listed in Exhibit A. This process is detailed in the following sections. Date July-August September-October November-April May Range _ Project a -f -;" CostiRgppoort OHA Phase -• ,Kickoff and• a f , v ' • • Submis_sson andj I Payments • Implementation, I4;t D,eskil ecr'ew Distributed • Ongoing Support Phase 1: Project Kickoff and Implementation In this preliminary phase, PCG will work with Ashland Fire&Rescue to establish the department contacts that will be involved in the cost Our met}ioclgl'ogp-- reporting process. Once the contacts are identified,we will schedule adel�i�li.enate,;,,focuedron ,•� project kickoff meeting with the appropriate individuals to discuss coordinatiaLain�d; project expectations and specific roles and responsibilities.We will also I !comnrnunicafionvYant work with the department to form a communication plan to establish i fe •gnedlifvittatkveifihe} protocols and timeframes for future status meetings based on Ashland Fire&Rescues preferences. ipxoee.s-kat sea edess.taV 1 -- IPoss ,tem- j Lastly, we will provide a data request to the department to begin the process of of completing the cost report. The items requested will include, but not be limited to: 10. Department-specific identifier numbers Computer Aided Dispatch (CAD) data 10- Capital usage Public Consulting Group, Inc • 5 .I' July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid-GEMT ► Expenditures for the department ► Employee data ► Indirect Cost Rate Proposal (if applicable) ► Department revenue received ► Depreciation detail ► Billing data The purpose of collecting this data is to determine the allowable costs that exceed other Medicaid revenue the eligible GEMT entity receives for providing emergency medical transportation services to Medicaid recipients. These data will be used to provide the content for the Medicaid cost report. Phase 2: Cost Report Preparation This phase focuses on the preparation of the annual cost report as well as any necessary supporting documentation to allow the department to receive supplemental payments.During this phase,we document processes and identify strengths, weaknesses, and mitigating controls to proactively offer recommendations for strengthening compliance.We leverage our knowledge of state and federal Medicaid billing and reimbursement requirements to make recommendations to Ashland Fire & Rescue as the PCG team learns about the department's data. Additionally, our staff constantly reviews regulations and legislation at both the state and federal levels to ensure its claiming practices•are current. Our legal and regulatory staff reviews the Office of Inspector General-(OIG), Centers for Medicare and Medicaid Services (CMS), and other audits-throughout the nation, some of which result in policy modifications. We review whether any of these reforms could impact Ashland Fire & Rescue and make suggestions to enhance procedures, thus proactively addressing the concerns outlined in other audits. The cost report preparation phase of the process involves managing the GEMT pre-cost report submittal process for Ashland Fire & Rescue. This includes: ► Collecting provider information securely via electronic submission ► Uploading data into our web-based cost reporting tool ► Reviewing all submitted data to determine eligible costs for reimbursement under the GEMT program ► Gaining department sign off during pre-determined status meetings per the communication plan established in the kickoff meeting These items are further outlined in the below sections. Collect Provider Information The first step of this process is collecting provider information as per the data request discussed in the kickoff meeting.The transmission, collection, and storage of this data in an electronic format has increased the focus and importance of creating appropriate protection and controls for data that is sensitive and/or protected.As a hosted solutions provider,we acknowledge and accept that it is incumbent on every service provider to enable proper protection and control for the management and safe-keeping of our data, and particularly for the data that we are entrusted to store on behalf of our clients. PCG will take necessary steps to: ► Ensure appropriate protections and controls are developed and followed ► Apply appropriate standards ► Comply with pertinent regulations governing the access to protected data such as the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and the Health Information Technology for Economic and Clinical Health (HITECH)Act Public Consulting Group, Inc 6 , 4' July 7,2021 Ashland Fire&Rescue Form#2-Intermediate Procurement Invitation to Bid -GEMT We recognize that having a robust security program is critical in minimizing the impact of threats inherent in today's computing environments. We are committed to maintaining a healthy process of periodic audits and reviews of our program to ensure that we are accomplishing our and the department's goals of protecting sensitive information. Once the requested data are uploaded,we identify the need for any additional data and communicate with the department to ensure a timely completion of the Medicaid cost report. When all required data are submitted by the department, we will provide Ashland Fire& Rescue with a data summary for approval at a pre-determined status meeting. Review Provider Information Our web-based cost reporting tool is an invaluable resource in performing data validation in real-time. Immediately upon entry, our team can identify variances and discuss their acceptance with Ashland Fire& Rescue. We can change the allowable variance limits to be aligned with updated guidance from Oregon Health Authority (OHA) or department preferences. The web-based tool also allows the PCG team to give the department feedback on how their expenses compare to other providers for benchmarking purposes. The paragraphs below describe this process and further benefits of using this tool. _ ` AMB,UTANCE'S+eRV.ICES COSI REPORTPOTCTAC 'PUBLIC'. I_' CONSULTING GROUP RESCUE - .FR1 ---,. z ':; Welcome to the Ambulance services rr� Jr —__-_ �: - : Cost Report Portal is R k _ `' _ ',",,••4 ' C9SYn '1DS2R liSe,t2JSS: ••- ,✓ [ L Figure 1:PCG's Web-Based Cost Reporting Tool f---- --------,------•-----___'" Once all data are received from Ashland Fire &Rescue,we input the data into our online tool. Our proprietary system performs real-time . ViT&We`the Oily• ` ' validation checks for quality assurance and accuracy. No other vendor uendor'ugngl4 agglata in the country utilizes a web-based reporting tool to compile, review, 1liasedsrco'sjeport%ngf and audit all data components included in the cost report prior to cost to itan'dl'ate am1bf cos"t,, report submission. An automated compliance process is essential to 011ort2i'• sex;ert`sltto� ensure the accuracy of all reported financial information. The } ip ,J ' information collected from this system is used to satisfy the reporting �ana�lyize.aid vatlda"tee rdataanereath�tme,' requirements for all components of the GEMT program. -_.._..___^a__..._._- ..____ .. PCG will communicate with Ashland Fire'& Rescue throughout the data review process with status updates and will clarify any questions regarding the data during status meetings. The cost reporting work will focus on compliance and audit risk minimization, ensuring that all included costs meet requirements provided in Part 413 of Title 42 of the Public Consulting Group, Inc 7 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement invitation to Bid -GEMT Code of Federal Regulations,2 CFR Part 200, and Medicaid noninstitutional reimbursement policy and are sufficiently accounted for in auditable financials.After the data is reviewed,we provide the department with a decision summary for sign off before beginning cost report preparation. During this phase, we draw on our access to and history with other Oregon providers, as well as our communication with OHA,to provide, guidance on necessary determinations, such as allowable and shared costs. Our tool combined with our experience with Oregon clients allows us to provide Ashland Fire & Rescue with blinded benchmark data. The department may have an interest in seeing how their cost per transport compares to departments of similar size or with a comparable call volume. With a user-friendly interface, data input and cost settlement calculations are streamlined. We implement year-to-year comparisons of billing and expenditures data and identify any areas in which significant changes occur. Because all data is stored in this system, an audit trail is created as the cost report is completed. In addition to the data trail created in the system, the system captures and stores: 10- Supporting documentation (including a crosswalk to external files) 10- A crosswalk through allowable cost determination Notes for any variances identified Since an audit trail is created as the cost report is completed, questions from OHA or an audit request will not be a cause for concern. We will have the information ready to respond to additional requests without requiring surplus information from the department. Phase 3: Cost Report Submission and Desk Review PCG accepts the full administrative burden of cost report preparation and will ensure that department staff are closely involved in the cost report review process before submission to OHA. We will work towards establishing protocols and processes that Ashland Fire & Rescue can easily replicate in generating the information that will ultimately result in the transfer of funds from OHA. Prepare Cost Report Submission Package We complete all ten (10)schedules outlined in the ORGEMT Medicaid Cost Report in compliance with the format provided by OHA.This includes using the web-based tool described above to complete the required schedule. We will demonstrate the web-based tool to Ashland Fire & Rescue at their request and provide a preliminary cost report with anticipated settlement results. Review Cost Report to Identify and Address Audit Risk • We review the cost report and identify all outstanding potential audit risks with Ashland Fire& Rescue.We suggest potential remedies to reduce audit risk and update the cost report accordingly as needed. During this stage,we anticipate any possible question of the costs reported by finalizing notes addressing potential questions or clarifications on the cost report. In addition, we provide the department with supporting documentation linking the reported data to the documentation delivered during the data collection process. Submit Completed Cost Report Package to OHA We supply Ashland Fire&Rescue with a cost report submission package that includes the completed cost report, supporting documentation of financials, and any additional documentation requested by OHA. In addition, we provide the department with an in-depth final report review before submission. This ensures all stakeholders and the individual certifying the report sign off on the cost report before submission.After the report is approved by Ashland Fire &Rescue,we provide instructions for submission. Public Consulting Group, Inc - 8 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid-GEMT Address Feedback of OHA Review of Cost Report OHA's questions and findings will be addressed during the desk review process. This includes drafting responses, providing supporting documentation, and conducting comprehensive billing reconciliations should there be questions regarding the billing data. Leveraging a working relationship with OHA, we are able to assist the department in swiftly resolving any issues that may arise during OHA's review of the cost report. We are responsible for providing supporting documentation, drafting responses, and undertaking financial accountability during a potential federal audit. We build and maintain a strong collection of supporting files that is well-organized and readily accessible in the event of an audit. We will work closely with Ashland Fire & Rescue to help maintain the highest levels of compliance and program integrity while maximizing the department's revenue to the greatest extent possible. We perform ongoing, in-depth assessments and will work with Ashland Fire & Rescue staff to provide status updates and written reports for internal stakeholders. Phase 4: Ongoing Support We will continue to provide ongoing support to Ashland Fire& Rescue after the completion of the cost report and subsequent reviews. These ongoing tasks include: 10 Continuing to provide policy updates from OHA and CMS regarding any updates or changes to the program Communicating any updates from OHA relating the date of anticipated reimbursement from the GEMT program Providing audit support in the event of an audit by the state,CMS,or the Office of Inspector General (OIG) PCG looks forward to using the web-based tool, as well as the vast cost report experience mentioned above, to assist Ashland Fire&Rescue in the successful completion of the Medicaid Cost Report. Public Consulting Group, Inc 9 r July 7,2021 Ashland Fire&Rescue Form 112—Intermediate Procurement Invitation to Bid -GEMT PCG's GEM— Wo c Plan Ashland Fire& Rescue Ground Emergency Medical Transportation Initial Contract Year—Proposed Project Milestone Schedule Overview Phase Task Task Description Staff Start Date End Date 1.1 Schedule kickoff PCG 8/2/2021 8/6/2021 meeting Hold kickoff meeting to discuss project PCG,Ashland • 1.2 expectations and Fire& Rescue 8/9/2021 8/20/2021 • specific roles and Phase 1.: Project responsibilities • Kickoff and. Request for Implementation . 1.3 documents (i.e. PCG,Ashland 8/9/2021 8/20/2021 budgets, CAD data, Fire& Rescue etc.) Review and 1 4 summarize the PCG 8/9/2021 8/20/2021 information gathered during kickoff meeting Collect provider 2 1 information securely PCG,Ashland 8/23/2021 9/10/2021 via electronic Fire&Rescue submission Upload data into 2.2 PCG's web-based cost PCG 8/23/2021 9/10/2021 reporting tool • Review all submitted data to determine 2.3 eligible costs for PCG 8/23/2021 9/10/2021 reimbursement under the GEMT program Gain department sign off during pre- determined status PCG,Ashland 2.4 meetings per the Fire& Rescue 8/23/2021 9/10/2021 • communication plan established in the kickoff,meeting Public Consulting Group, Inc 10 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT Prepare cost report submission package 3.1 bycompleting all ten PCG 9/13/2021 11/12/2021 schedules in the Medicaid Cost Report Review cost report 3 2 with department to PCG,Ashland 9/13/2021 11/12/2021 identify and address Fire&Rescue audit risks Phase 3: Cost Supply Ashland Fire& Report Rescue with cost Submission and report submission Desk Review package that includes the completed cost 3.3 report, supporting PCG 9/13/2021 11/12/2021 documentation of financials, and any additional documentation requested by OHA Address any feedback 3.4 by OHA during the PCG 12/1/2021 5/30/2022 review process - i Continue to provide • policy updates from OHA and CMS 4.1 regarding any updates PCG Ongoing or changes to the i program • I- 1 `Phase 4,: Communicate any 'Ongoingi I updates from OHA i•Support relating the date of 4.2 anticipated PCG Ongoing reimbursement from the GEMT program Provide audit support 4 3 in the event of an audit PCG Ongoing by the state, CMS, or OIG Public Consulting Group, Inc 11 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid-GEMT EXPERIENCE AND KEY STAFF Ground Emergency Medical Transportation Experience Our Experience is Evidenced Through our Successful Oregon Engagements We are the leader among vendors assisting Oregon's EMS providers in program implementation and preparation of cost reports. Since the implementation of this program in 2018, with PCG supporting Oregon's GEMT program, EMS providers working with us have received more than$5.8 million in additional revenue reimbursements. We have worked with 19 Oregon EMS providers to implement the GEMT program. In working with some of the state's largest fire departments, stand-alone EMS providers, smaller cities, and hospital and health districts, we realize the unique challenges and requirements that providers face throughout program implementation. From our firsthand experience, we can develop a customized approach to meet each client's distinct needs. PCG has Expenerience Working with Ashland Fire & Rescue PCG conducted a detailed quantitative (financial) and qualitative "This repp t,is a (operational) analysis of the ambulance transport services significant step for u'"s to I provided by Ashland Fire&Rescue.The City wanted to know the moue.,forwaid in our plan impact from discontinuing ambulances related to department ti nuous i staffing.To complete the study, PCG analyzed expenditures and for cbii ,ti revenue data to understand the financial costs and benefits of iinprove rents in j operating an ambulance service. A qualitative analysis was •efficiency", service and I conducted to evaluate the impacts if ambulance services were valuektiltile.conimunity,.." discontinued. Additional revenue sources were identified as well -Adain'Hanks• I as other enhancements to improve service delivery. The results of this analysis will help the City to determine the future of its ambulance operations. Adam Hanks, City Manager Pro Tern mentioned that "This report is a significant step for us to move forward in our plan for continuous improvements in efficiency, service and value to the community." PCG will take the lessons learned during this study and working with the department to meet the specific needs of Ashland Fire & Rescue. We are Intimately Familiar with EMS Cost Reporting PCG has the most qualified subject matter experts (SMEs) in Medicaid cost reporting. Our staff have designed and built cost reporting programs for several state Medicaid agencies, and they manage the development and submission of hundreds of annual federal cost reports for public service providers. The project team working with Ashland Fire & Rescue has prior experience working in Oregon on the GEMT program and directly with many other departments in previous years. Oregon is Strengthened by PCG's Nationwide Medicaid Expertise PCG has deep roots in GEMT and is an established consulting firm with 61 offices and a presence in all 50 states. PCG has experience working in various Medicaid provider settings, including hospitals, school districts, public health agencies, behavioral healthcare agencies, and ambulance service providers. The PCG team that will serve Ashland Fire & Rescue has staff with healthcare regulatory expertise, proficiency in financial management, and strong technical and operational skills. PCG professionals are Public Consulting Group, Inc 12 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT • experts in OMB Supercircular(2 CFR Part 200), Medicaid principles of reimbursement,cost allocation plans and indirect cost rates, as well as CMS cost reporting requirements. PCG is Engaged Throughout the Entire Cost Reporting Process • By working with 19 Oregon clients to file their reports in the first year of the GEMT program, we played an integral role in appropriately interpreting Federal CMS regulations,translating our client's working data into the OHA template, and monitoring updated guidance as it became available. In addition to using our knowledge to the maximum benefit of Ashland Fire&Rescue,we will act as a liaison to OHA throughout any ongoing program updates, cost report submission, and payment processes. Responses will be expeditiously drafted to address questions that arise during OHA desk reviews, and we will work with OHA to accelerate supplemental payments to Ashland Fire&Rescue. Key Project Staff PCG's Team of Experts PCG's GEMT team includes a qualified and experienced staff of subject matter experts.The PCG team will work closely together to ensure a streamlined process for Ashland Fire&Rescue.All members of the PCG team have direct experience with EMS Medicaid reimbursement generally and the Oregon GEMT program specifically. No other vendor offers a more knowledgeable team with as much cost reporting and Medicaid experience. We will bring these resources to the full benefit of Ashland Fire & Rescue's cost reporting services. Below is our team organization chart, as well as all resumes with our team member's relevant experience, education, expertise, qualifications and knowledge of the GEMT program. Project Manager Engagement Manager Data Team Garrett Abrahamson James Dachas Trish Altum GEMT Project Team Miles Brown McKenzie Horton • Damia Mendoza Luke Taffuri Public Consulting Group, Inc 13 July 7,2021 Ashland Fire&Rescue Form#2—intermediate Procurement Invitation to Bid -GEMT staff Resumes JAMES DACHOS ASSOCIATE MANAGER AT PUBLIC CONSULTING GROUP,INC. James Dachos, an Associate Manager at PCG, currently serves as the program manager for EMS Cost Recovery and Compliance initiatives for five states including Texas, Florida, Washington, Colorado, and Oklahoma. As the program manager, Mr. Dachos is directly responsible for the development, design, implementation, cost reporting, and ongoing administration of EMS reimbursement programs. He currently oversees ambulance supplemental payment services for over 50 clients across the state of Texas, more than 40 ambulance providers in Florida,and over 60 providers in the state of WA. Mr.Dachos also oversees the project team dedicated to providing statewide-EMS consulting, cost collection, and auditing service on behalf of the state of Colorado. Mr. Dachos has worked closely with state Medicaid departments in the design, development, and gain federal approval for cost-based EMS and school-based services(SBS)programs. He has worked with CMS on behalf of numerous states responding to requests for information pertaining to the State Plan Amendment and other related program components.He has also led comprehensive SBS and Local Health Jurisdiction (LHJ)assessments on behalf of state health departments. Mr. Dachos is responsible for the annual cost reporting process for over 1,000 school districts across the states of Wisconsin, Kansas,Arizona, Colorado, Georgia, and North Carolina, including the collection and desk review of all submitted cost reports and the analysis of district actual costs. He also has led training efforts for school district staff on cost reporting procedures and PCG's web-based cost reporting and Medicaid reconciliation system. RELEVANT PROJECT EXPERIENCE Houston Fire Department, Dallas Fire-Rescue Department, MedStar(Tarrant County), Montgomery County Hospital District, Galveston County Health District, and Garland Fire Department(among approximately 50 active clients),State of Texas Ambulance Supplemental Payment Program (August 2012-Present): Program Manager Mr. Dachos: Contracted by multiple providers throughout the state of Texas to provide consulting. services to design, gain approval for, and implement the Ambulance Supplemental Payment Program (ASPP). Manage the preparation of annual cost reports and provide comprehensive support throughout the State's desk reviews. PCG prepared and submitted the Federal Fiscal Year 2011 through 2016 cost reports for PCG's providers, which has generated significant revenue for the programs. Miami-Dade Fire Rescue, Orange County Fire Rescue Department, Hillsborough County Fire Rescue,Tampa Fire Rescue, Palm Beach County Fire Rescue (among approximately 45 active clients), State of Florida Ground Emergency Medical Transport Program (May 2016-Present): Program Manager Mr. Dachos: Contracted with 45 departments across the state of Florida to administer consulting services around program design, implementation, cost reporting, and compliance for the Ground Emergency Medical Transportation (GEMT) program. Mr. Dachos leads a team of 20 staff to facilitate the compilation of the annual cost report and provide audit support. Mr. Dachos and his team developed a web-based cost reporting solution to facilitate cost reporting analysis and help ensure compliance. State of Washington—Approximately 60 public EMS providers Ground Emergency Medical Transport Program (May 2016-Present): Program Manager Public Consulting Group, Inc 14 'r July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT Mr. Dachos: Contracted with 60 departments across the state of Washington to administer consulting services around program design,implementation,cost reporting,and compliance for the Ground Emergency Medical Transportation (GEMT) program. Oklahoma Ambulance Association (OKAMA),State of Oklahoma EMS Cost Recovery Program (March 2014-Present): Program Manager Mr. Dachos: Contracted with OKAMA to establish the most appropriate and effective EMS Cost Recovery Program for the Oklahoma EMS provider community. Responsible for designing,gaining state and federal approval, designing, and administering the program for all eligible participating • EMS departments across the state of OK. Colorado Department of Health Care Policy and Financing,State of Colorado EMS Supplemental Reimbursement Initiative (December 2016—Present): Program Manager Mr. Dachos: Contracted to design cost-based reimbursement program for public ambulance providers across the state of Colorado. Gained federal approval and currently in the process of implementing program on implementing program on behalf of HCPF. Developed web-based cost report portal with pre-payment audit controls. School Health Services: School Based Cost Reporting and Cost Settlement (October 2010 — Present): Project Manager Mr. Dachos:Serves as program manager responsible for client management, execution of contract deliverables, subject matter expertise, and the supervision of the processing of school-based cost reports under Medicaid State Plan. Enforces program compliance and revenue maximization. Executes annual audits of school districts to ensure program compliance. Overseas training efforts for school districts on cost reporting and cost settlement procedures. Arizona Health Care Cost Containment System,State of Arizona School Based Health Services: Claiming Program Design and Implementation (October 2010— Present): Project Manager Mr. Dachos: Assisted the state in designing and implementing a cost-based reimbursement methodology for the school-based health services program. Developed the SPA document outlining the new methodology and all accompanying documents including the cost report and cost reporting guide. Prepared responses to CMS' Requests for Additional Information pertaining to the SPA and other related documents. Conducted financial trainings to assist the LEAs in completing the annual cost report. Serves as project manager. Department of Community Health, State of Georgia Children's Intervention School Services (October 2010—Present): Project Manager Mr. Dachos: Oversees team dedicated to Medicaid state-wide cost reporting and cost settlement operations. Serves as project manager responsible for client management, execution of contract deliverables, subject matter expertise, and the supervision of the processing of school-based cost reports under Medicaid State Plans. Assisted the state in developing and executing audit plan for quarterly Local Education Agency monitoring. Enforces program compliance and revenue maximization. Overseas training efforts for 145 school districts on cost reporting procedures for web-based Medicaid cost reporting and claiming system. Kansas Department of Health and Environment,State of Kansas School Based Services Cost Reporting/Reconciliation Initiative(October2010—Present):Project Manager Mr. Dachos: Oversees team dedicated to Medicaid state-wide cost reporting and cost settlement operations. Serves as project manager responsible for client management, execution of contract deliverables, subject matter expertise, and the supervision of the processing of school-based cost reports under Medicaid State Plans. Enforces program compliance and revenue maximization. Public Consulting Group, Inc 15 July 7,2021 Ashland Fire&Rescue Form#2—intermediate Procurement-Invitation to Bid -GEMT Developed and executed audit plan for annual school district monitoring. Overseas training efforts for school district staff on cost reporting procedures for web-based Medicaid cost reporting and claiming system. Department of Health Services,State of Wisconsin School Based Services Cost Reporting/Reconciliation Initiative(October 2010—Present): Project Manager Mr. Dachos: Prepared responses to CMS' requests pertaining to School Based Services program methodology approval. Oversees team dedicated to Medicaid state-wide cost reporting and cost settlement operations. Serves as project manager responsible for client management, execution of contract deliverables, subject matter expertise, and the supervision of the processing of school- based cost reports under Medicaid State Plan. Enforces program compliance and revenue maximization. Developed and executed audit plan for annual school district monitoring. Overseas training efforts for over 400 school districts on cost reporting procedures for web-based Medicaid cost reporting and claiming system. Department of Social Services,State of Missouri School Based Services Cost Reporting Initiative (December 2015—Present): Project Manager Mr.Dachos:Project lead responsible for identifying how the State of Missouri can maximize school- based Medicaid funding streams, while maintaining the utmost level of compliance. Team is contracted to review Missouri's current school district transportation reimbursement methodology and providing recommendations on how Missouri could maximize federal reimbursement. Additionally, is reviewing school-based clinic models around the country as an approach to maximize federal funding streams. Health Care Authority, State of Washington Financial Audit of Local Health Jurisdiction Medicaid Administrative Claiming (September 2013 — March 2014): Project Manager Mr. Dachos: Conducted a multi-faceted analysis of the Medicaid Administrative Claiming (MAC) program for the State's Local Health Jurisdictions (LHJs). The audit focused on five key review areas: MAC invoice, Certified Public Expenditures, funding offset, indirect cost rate, and Federally Qualified Health Center encounter rate.Analysis and recommendations were derived from a comprehensive data analysis, on-site interviews with LHJ staff, and an examination of pertinent federal and state regulations. Findings and recommendations pertaining to each of the key review areas were presented in the final report. Public Consulting Group, Inc 16 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT GARRETT ABRAHAMSON SENIOR CONSULTANT AT PUBLIC CONSULTING GROUP INC. • Mr. Garrett Abrahamson is a healthcare consultant, delivering impactful financial deliverables with a client- centric approach. An Associate Manager with the Health Care Financing Solutions (HCFS) Center of Excellence at PCG, he has a background in Medicare and Medicaid cost reporting, provider fee modeling, • healthcare auditing, pay-for-performance evaluation, discrete cost analysis, and institutional rate setting. His work includes leading teams in cost recovery and revenue maximization initiatives for Emergency Medical Services(EMS)providers across the country.Mr.Abrahamson also leads client engagements with dual-eligible health plans, providing Third Party Administration (claims adjudication) services. RELEVANT PROJECT EXPERIENCE Department of Health Care Policy and Financing,State of Colorado - EMS Supplemental Payment(January 2018—Present): Project Manager Project. Developed Colorado' first public EMS claiming program, developing a process that is compliant with all state and federal claiming rules and regulations. Developed cost reports,trained providers, worked with providers to properly complete the cost reports, desk reviewed the cost reports, and calculated the final settlements. Hospital Provider Fee Consulting Services (2009-2013): Consultant Project: Provide state with analytical and regulatory support throughout the development and approval of hospital provider fee. Participate in internal meetings with state staff on a weekly basis to prepare for monthly Board meetings.Assisted the state with Medicare 2552 hospital cost report data aggregation. Nursing Facility Provider Fee Modeling and Consulting (2012-2014): Consultant Project Provide state with analytical and regulatory support through Nursing Facility Provider Fee modeling analysis, and Upper Payment Limit analysis. Attend meetings with the Provider Fee Advisory Board. Hospital Inpatient Rate Reform: (2010-2014): Consultant Project:Assisting the state to implement APR-DRG system for inpatient hospital reimbursement. Analyzing prior period claims in 3M grouper software in order to calculate appropriate DRG weights. Will present draft weights and impact analyses to hospitals prior to implementation. Supported Hospital Quality Incentive Payment (HQIP) Committee that was formed to develop a thorough proposal for quality incentive payments that was well thought out and well documented. Met on a bi-weekly basis January—April 2011. Developed and presented proposal to Oversight and Advisory Board (OAB) and received approval to implement HQIP program to be implemented in October 2012. Nursing Facility Pay-for-Performance(P4P) Review(2010-2013): Consultant Project: Reviewed, evaluated, and validated applications for the Pay-for-Performance program. Provided final evaluation results of the Pay-for-Performance applications to the Department and a report detailing the recommendations to the Department for continuing and improving the program to promote a high quality of life and quality of care for residents of nursing facilities.• Oregon Health Authority, State of Oregon EMS Supplemental Payment(January 2018—Present): Project Manager Project: Managed the annual completion of Medicaid Cost Reports. Developed cost reports trainings, worked with providers to properly complete cost reports, provided ongoing support through compliance reviews. Health Care Authority, State of Washington EMS Supplemental Payment(January 2017—Present): Project Manager Project:Managed the annual completion of over 70 Medicaid Cost Reports. Developed cost reports trainings, worked with providers to properly complete cost reports, provided ongoing support through compliance reviews. Public Consulting Group, Inc 17 4 July 7,2021 'Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid-GEMT Division of Health Care Finance and Policy, Commonwealth of Massachusetts Health Safety Net—Compliance Review(2010-2012): Lead Investigator Project: Conducted field audits of 25 providers to ensure compliance with Health Safety Net eligibility and claiming regulations. Areas of review included allowable bad debt, Health Safety Net as secondary payer, reporting of bad debt recoveries, reporting of free care income, and service code eligibility. Hospital Financial Reporting(2012): Consultant Project: Develop a methodology for the uniform calculation of hospital margins on a payer specific basis and identifying opportunities for streamlined and simplified hospital financial reporting. Analyzed cost report data to develop calculation models and facilitated discussion with hospitals regarding calculation options. Executive Office of Health and Human Services,Commonwealth of Massachusetts Uncompensated Care Cost&Charge Report(UCCR) Reviews (2009-2010): Investigator Project:Conducted hospital cost report reviews and reconciliations on UCCR reports for three fiscal years for eight facilities. Provided findings to EOHHS staff in order to inform decisions regarding uncompensated care payments. Assisted EOHHS with developing supplemental schedule for UCCR to improve data collection. Commonwealth Care Alliance(CCA), Commonwealth of Massachusetts Third Party Administrator for One Care and Senior Care (April 2014—Current): Client Lead Project:PCG provides CCA with claims administration including data entry, claims'processing,and payment services for medical, behavioral health, and non-clinical support claims. PCG manages member eligibility and enrollment as well as vendor and provider network data. The claims adjudication system maintained by PCG facilitates proper processing of payments by implementing benefit rules that pend claims that require prior authorizations. The system also adheres to validation routines that process claims according to plan limitations. To provide customer service and assist with claims processing, PCG staffs a call center which handles over 3,000 calls per month. PCG has worked with CCA since its inception in 2004, and in that time CCA has grown to more than 17,000 members with over$400MM in disbursements in'2015. Department of Health Services,State of Wisconsin Outpatient Hospital Rate Setting (2012-2014): Consultant Project: Developing payment weights and rates for implementation of Enhanced Ambulatory Patient Groups (EAPGs).Analyzing paid claims data and cost report data to establish appropriate weights and rates. Conducting training with hospitals to understand implementation necessities and requirements. Critical Access Hospital Cost Settlement: (2009-2014): Consultant Project: Created templates to facilitate cost settlement calculations for critical access hospitals. Utilized SQL and Access to organize Medicare cost report data from HCRIS database and Medicaid claims data from the MMIS system. Provided support to state during provider inquiries related to settlement calculations. BTB Associates, LLC CEO Model Data Package (2009-Present): Project Manager Project: Providing data packages on an ongoing basis based on the CMS Healthcare Cost Report Information System (HCRIS). Tailors queries and data points to client's specifications in order to compare a variety of metrics between peer hospitals. Department of Public Health, Lemuel Shattuck Hospital, Commonwealth of Massachusetts Federal and State Cost Reporting Compliance Project (2009-2014): Consultant Project: Prepared Medicare CMS 2552 and Medicaid 403 cost reports on behalf of the facility. Completed diligent analysis of the facility expenses to ensure all allowable costs were captured and reported in the cost reports. Provided audit support for Medicare audits of FY2003 to current cost reports. Public Consulting Group, Inc 18 1y July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid-GEMT Discrete Cost Analysis (2009-2014): Consultant Project: Thoroughly analyzed charges, expenditures, and revenue of the different hospital units. Worked directly with the CFO in order to determine cost allocation for the various hospital units. Created detailed excel spreadsheets in order to analyze the information. Massachusetts Hospital School,Tewksbury Hospital,Western Massachusetts Hospital, Chelsea and Holyoke Soldiers' Homes,Commonwealth of Massachusetts Federal and State Cost Reporting Compliance Project(2009-2014): Consultant Project: Prepared, submitted and supported all required federal and state compliance reports including Medicare CMS-2552 and Medicaid DHCFP-403 cost reports. Completed detailed analysis of all costs, revenue, and expenditures pertaining to each facility. Worked diligently on allocating costs to their specific departments. Public Consulting Group, Inc 19 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT MILES H.BROWN CONSULTANT AT PUBLIC CONSULTING GROUP,INC. Miles Brown, a Consultant in our Denver, Colorado office, serves on several projects that support state and local health agencies in improving their fiscal operations. Mr. Brown contributes to revenue maximization engagements for governmental ambulance service providers participating in the Texas Ambulance Supplemental Payment Program (ASPP), Colorado EMS Supplemental Payment, Oregon Ground Emergency Medical Transportation (GEMT) Program, and the Iowa GEMT Program. He works closely with some of the State's largest providers, assisting with the preparation of annual cost reports and other key deliverables. Mr. Brown has also served in project support capacity for School-Based Services initiatives serving public school districts throughout the entire State of Wisconsin. Mr. Brown's most recent accomplishments include serving as the cost reporting lead for 20 Texas public ambulance providers. RELEVANT PROJECT EXPERIENCE Health and Human Services Commission, State of Texas Ambulance Supplemental Payment Program (ASPP) (January 2015-Present): Cost Reporting Lead Project: Work with fire departments and ambulance providers to design, gain approval for, and implement the ASPP, a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients. Mr. Brown: Manages the preparation of annual cost reports and provides comprehensive support throughout the State's desk reviews. Department of Health Care Policy and Financing, State of Colorado EMS Supplemental Payment(January 2018—Present): Project Support Project: Developed Colorado' first public EMS claiming program, developing a process that is compliant with all state and federal claiming rules and regulations. Developed cost reports, trained. providers, worked with providers to properly complete the cost reports, desk reviewed the cost reports, and calculated the final settlements. Mr. Brown: Creates and presents trainings to providers to facilitate their understanding of the cost reporting and cost settlement process. Reviews data submitted by providers through the annual cost report for reasonability. Assists providers with questions regarding the annual cost report through the phone hotline and by email.Works closely with developers to implement enhancements to the PCG claiming system. Oregon Health Authority, State of Oregon Ground Emergency Medical Transportation (GEMT) Program (July 2019—Present): Cost Reporting Lead Project Worked with local emergency services providers to complete the cost reports in compliance with the newly established EMS Medicaid supplemental payment program, desk reviewed the cost reports, and calculated the final settlements along with variance analyses. Mr. Brown: Leads project teams responsible for four different clients in Oregon. Responsible for all day to day communication, data collection and analysis, and cost report preparation and submission. Department of Human Services, State of Iowa Ground Emergency Medical Transportation (GEMT) Program (December 2019—Present): Cost Reporting Lead Project:Worked with local emergency services providers to complete the cost reports in compliance with the newly established EMS Medicaid supplemental payment program, desk reviewed the cost reports, and calculated the final settlements along with variance analyses. Mr. Brown: Leads project teams responsible for three different clients in Iowa. Responsible for all day to day communication, data collection and analysis, and cost report preparation and submission. Agency for Health Care Administration, State of Florida Public Emergency Medical Transportation (PEMT) (October 2016—July 2019): Cost Reporting Lead Public Consulting Group, Inc 20 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT Project: Work with fire departments and ambulance providers to design, gain approval for, and implement the PEMT Program, a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients. Mr. Brown: Manage the preparation of annual cost reports and provide comprehensive support throughout the State's desk reviews. Health Care Authority, State of Washington Ground Emergency Medical Transportation (GEMT) Program (January 2018—December 2018): Cost Reporting Lead Project Worked with local emergency services providers to complete the cost reports in compliance with the newly established EMS Medicaid supplemental payment program, desk reviewed the cost reports, and calculated the final settlements along with variance analyses. Mr. Brown: Led project teams responsible for twelve different clients in Washington. Responsible for all day to day communication, data collection and analysis, and cost report preparation and submission. Oklahoma Ambulance Association, State of Oklahoma EMS Provider Assessment(January 2015—December 2016): Project Support Project: Contributed to a feasibility study for a provider assessment initiative for the state's EMS provider community. Assisted with data collection efforts with the Oklahoma Ambulance Association (OKAMA)'stakeholder group. Mr. Brown: Collaborated to provide recommendations on next steps to successfully implement a provider assessment that will generate the greatest net benefit to the state's providers. Department of Health Services, State of Wisconsin School Based Services Cost Reporting/Reconciliation Initiative (January'2015—December 2016): Project Support Project: Executed efforts relating to Medicaid state-wide cost reporting and cost settlement operations. Mr. Brown: Worked to provide school district administrators with the utmost support in the completion of the cost reports and desk reviews. Public Consulting Group, Inc 21 July 7,2021 Ashland Fire&Rescue • Form#2—Intermediate Procurement Invitation to Bid -GEMT MCKENZIE HORTON • CONSULTANT AT PUBLIC CONSULTING GROUP,INC. McKenzie Horton, a Consultant at PCG, has worked on numerous projects to improve program effectiveness and fiscal return for PCG clients. She has led and provided support in preparing cost reports and other key deliverables for school districts and ambulance providers across multiple states including leading onsite and remote training presentations,as well as facilitating and completing compliance reviews. This includes serving as a project lead to multiple fire departments in Oregon, Iowa, Florida, Texas, and Washington to complete cost reports for EMS Supplemental Payment Programs.Additionally, Ms. Horton has led and contributed to project initiatives in federal and state compliance, Medicaid billing analysis, Medicaid cost reporting, statewide school-based cost settlement operations and training, process improvement and programmanagement best practices in the states of Georgia, Missouri, and Wisconsin. RELEVANT PROJECT EXPERIENCE Health and Human Services Commission,State of Texas Ambulance Supplemental Payment Program (ASPP) (July 2016-Present): Cost Reporting Lead • Ms. Horton: Worked with fire departments and ambulance providers to design, gain approval for, and implement the Ambulance Supplemental Payment Program (ASPP), a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients. Led and supported the preparation of annual cost reports as well as provided comprehensive support throughout the State's desk review process. Health Care Authority,State of Washington Ground Emergency Medical Transportation Program (July 2017-Present): Cost Reporting Lead Ms. Horton: Served as a client lead for multiple ambulance providers across the state of Washington to complete cost reports for the Ground Emergency Medical Transportation (GEMT) Program since the first year of the program. Led and executed the completion of the annual cost report, ensured and documented compliance to program regulations, and provided support throughout the State's desk review process. Oregon Health Authority, State of Oregon Ground Emergency Medical Transportation (GEMT) Program (July 2018—Present): Cost Reporting Lead Ms. Horton:Served as a client lead for multiple ambulance providers across the state of Oregon to complete cost reports for the Ground Emergency Medical Transportation (GEMT) Program since the first year of the program. Led and executed the completion of the annual cost report, ensured and documented compliance to program regulations, and provided support throughout the State's desk review process. Department of Human Services,State of Iowa Ground Emergency Medical Transportation Program (July 2019-Present): Cost Reporting Lead Ms. Horton: Served as a client lead for multiple ambulance providers across the state of Iowa to complete cost reports for the Ground Emergency Medical Transportation (GEMT) Program during the first year of the program. Led and executed the completion of the two annual cost reports, ensured and documented compliance to program regulations;and provided support throughout the State's desk review process. Agency for Health Care Administration,State of Florida Public Emergency Medical Transportation Program (July 2016-June 2018): Cost Reporting Lead Ms. Horton:Assisted multiple providers throughout the state of Florida to provide cost reporting services for the Public Emergency Medical Transportation•(PEMT) Program. Managed PCG's annual cost reporting efforts, including implementing web-based cost reporting solution, preparing and submitting cost reports, ensuring compliance, and providing ongoing audit support services. Department of Health Services,State of Wisconsin Medicaid School Based Services Cost Reporting (January 2016—Present): Lead Project Support Public Consulting Group, Inc 22 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT Ms. Horton: Led and--executed efforts relating to Medicaid state-wide cost reporting and cost settlement operations for the 400 plus school districts participating in the Medicaid School Based Services program. This included working to provide school district administrators with the utmost support in the completion of the cost reports. Additionally, Ms. Horton has led the conducting of numerous statewide training presentations. Led and facilitated onsite and remote monitoring reviews to ensure compliance with program requirements. Department of Community Health, State of Georgia Children's Intervention School Services (July 2018—Present): Project Support Ms. Horton: Led and executed efforts relating to Medicaid state-wide cost reporting and cost settlement operations for the 130 plus school districts participating in the Children's Intervention School Services program. This included working with districts to report costs based on program guidelines, ensuring compliance through regular desk and documentation reviews,and overseeing completion of cost settlement efforts. Department of Social Services,State of Missouri School-Based Specialized Transportation Reimbursement Rate Setting (July 2018 —June 2019): Project Support Ms.Horton:Assisted in providing recommendations on the implementation of an annual cost-based fee-for-service reimbursement methodology for school-based specialized transportation in the state of Missouri. Developed a final deliverable analyzing costs and potential fiscal impacts based on implementation of cost settlement methodology.Provided draft Medicaid state plan(SPA)language to the Department for an annual cost settlement reconciliation of the interim payment program. Fort Worth Cost Reporting,State of Texas School Health and Related Services (July 2017—June 2018): Project Support Ms.Horton:Led efforts to complete the Fort Worth school-based services cost report.This includes the aggregation of numerous data sets in order to complete all components of the cost report. Additionally,provides district officials year to year trend analysis identifying trends,potential outliers as well as areas to improve both compliance and revenue generated. Public Consulting Group, Inc 23 s July 7, 2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT LUKE TAFFURI CONSULTANT AT PUBLIC CONSULTING GROUP,INC. Luke Taffuri, a Consultant in our Austin, Texas office, is engaged in numerous projects throughout the country that support EMS providers in revenue maximization, Cost reporting, and Analytics. Mr. Taffuri supports providers through multiple states including Texas, Florida, Oklahoma, Iowa, Oregon, and Washington in the cost report compilation and data analysis. RELEVANT PROJECT EXPERIENCE Florida EMS Providers, State of Florida Florida EMS PEMT Program (July 2017—Present): Cost Report Compilation and Data Analysis Project: Work with fire departments and ambulance providers to design, gain approval for, and implement the Public Emergency Medical Transportation (PEMT) Program, a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients. Work on establishing Managed Care (MCO) supplemental payment programs. Mr. Taffuri: Manage client interactions and data collection. Prepare the annual cost reports, data analysis, and provide comprehensive support throughout the State's desk reviews. Develop an MCO funding model and implementation methods for the state. Texas EMS Providers,State of Texas Texas EMS ASPP Program (October 2017—Present): Cost Report Compilation and Data Analysis Project: Work with fire departments and ambulance providers to design, gain approval for, and implement the Ambulance Supplemental Payment Program(ASPP), a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients.Work on establishing Managed Care(MCO)supplemental payment programs. Mr. Taffuri: Compile detailed documents in order to conduct data analysis and generate intuitive visualizations. Manage the preparation of annual cost reports and provide comprehensive support throughout the State's desk reviews. Develop an MCO funding model and implementation methods for the state. Washington EMS Providers, State of Washington Washington EMS Supplemental Payment Program(January 2018—Present): Cost Report Compilation and Data Analysis Project: Work with fire departments and ambulance providers to design, gain approval for, and implement the EMS Supplemental Payment Program, a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients. Mr. Taffuri: Manage client interactions and data collection. Prepare the annual cost reports, data analysis, and provide comprehensive support throughout the State's desk reviews. Oregon EMS Providers,State of Oregon Oregon EMS Supplemental Payment Program (July 2019— Present): Cost Report Compilation and Data Analysis Project: Work with fire departments and ambulance providers to design, gain approval for, and implement the EMS Supplemental Payment Program, a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients. Mr. Taffuri: Manage client interactions and data collection. Prepare the annual cost reports, data analysis, and provide comprehensive support throughout the State's desk reviews. Public Consulting Group, Inc 24 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT Oklahoma EMS Providers,State of Oklahoma Oklahoma EMS Supplemental Payment Program (September 2019 — Present): Cost Report Compilation and Data Analysis Project: Work with fire departments and ambulance providers to design, gain approval for, and implement the EMS Supplemental Payment Program, a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients. Mr. Taffuri: Manage client interactions and data collection. Prepare the annual cost reports, data analysis, and provide comprehensive support throughout the State's desk reviews. Iowa EMS Providers,State of Iowa Iowa EMS Supplemental Payment Program (December 2019 — Present): Cost Report Compilation and Data Analysis Project: Work with fire departments and ambulance providers to design, gain approval for, and implement the EMS Supplemental Payment Program, a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients. Mr. Taffuri: Manage client interactions and data collection. Prepare the annual cost reports, data analysis, and provide comprehensive support throughout the State's desk reviews. Public Consulting Group, Inc 25 July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid GEMT DAMIA MENDOZA BUSINESS ANALYST AT PUBLIC CONSULTING GROUP,INC. Damia Mendoza is engaged in revenue maximization and reimbursement initiatives with the EMS community and public school districts in Florida, Texas, Colorado and Wisconsin. Ms. Mendoza provides data analysis support that leads to the completion and cost reports among other policy related deliverables. RELEVANT PROJECT EXPERIENCE Colorado State Department of Health Care Policy and Financing Colorado Emergency Medical Services Supplemental Payment(July 2018—Present): Project Management Support Project: To develop a supplemental program from which fire departments and public ambulance providers can obtain additional payments for providing emergency medical services to Medicaid patients. gaining approval for, and completing costs reports for the Ambulance Supplemental Payment Program (ASPP)-a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients. Ms. Mendoza:Supports data management efforts for the completion of annual cost reports,creates and provides trainings and customer service support to 64 CO public EMS providers. Texas State Health and Human Services Commission Ground Emergency Medical Transportation Program (GEMT) (July 2018—Present): Cost Reporting Lead Project:To assist fire departments and public ambulance providers designing, gaining approval for, and completing costs reports for the Ambulance Supplemental Payment Program (ASPP)- a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients. Ms. Mendoza: Manages the preparation of annual cost reports and provides comprehensive support throughout the State's compliance reviews and compilation of ASPP applications. Florida State Agency for Health Care Administration Public Emergency Medical Transportation (PEMT) (September—Present): Cost Reporting Lead Project: Work with fire departments and ambulance providers to design, gain approval for, and implement the Public Emergency Medical Transportation (PEMT) Program, a federally approved program that provides additional reimbursement for governmental providers that serve Medicaid and Uninsured patients. Ms. Mendoza: Manages the completion of Medicaid cost reports and is responsible for all day to day communication, data collection and analysis, and cost report preparation and submission. Project: Worked with local emergency Oregon Health Authority, State of Oregon Ground Emergency Medical Transportation (GEMT) Program (July 2019—Present): Cost Reporting Lead services providers to complete the cost reports in compliance with the newly established EMS Medicaid supplemental payment program, desk reviewed thecostreports, and calculated the final settlements along with variance analyses. Ms. Mendoza:Leads project teams responsible for four different clients in Oregon. Responsible for all day to day communication, data collection and analysis, and cost report preparation and submission. Department of Human Services, State of Iowa Ground Emergency Medical Transportation (GEMT) Program (December 2019—Present): Cost Reporting Lead Public Consulting Group, Inc 26 . , • July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid-GEMT Project Worked with local emergency services providers to complete the cost reports in compliance with the newly established EMS Medicaid supplemental payment program, desk reviewed the cost reports, and calculated the final settlements along with variance analyses. • Ms. Mendoza: Leads project teams responsible for three different clients in Iowa. Responsible for all day to day communication, data collection and analysis, and cost report preparation and submission. Colorado State of Health Care Policy and Financing Colorado School Health Services (October 2018—January 2020): Data Analyst Project: To accurately capture the true costs of providing medical services to Medicaid students enrolled in an IEP at a public school in the State of Wisconsin. Cost reports are developed to calculate Medicaid reimbursement to over 210 school districts. Ms. Mendoza:Creates monthly billing reports to monitor interim payments to school districts. She also creates mock cost reports to estimate the reimbursement a district is likely to obtain if it joined the program. Lastly, Ms. Mendoza supports general data management efforts to assure cost reports are completed and compliant. Wisconsin State Department of Health Services School Based Services Cost Reporting/Reconciliation Initiative (August 2018 — December 2018): Data Analyst Project: To accurately capture the true costs of providing medical services to Medicaid students enrolled in an IEP at a public school in the State of Wisconsin. Cost reports are developed to calculate Medicaid reimbursement to over 210 school districts. Ms. Mendoza:Developed data requests for school districts to submit supporting documentation of their reported costs. Ms. Mendoza then conducted compliance reviews that included assuring that medical providers'licenses were valid,that transportation costs and depreciation data were correct, and that reported expenditures matched software-generated documentation. Public Consulting Group, Inc 27 . July 7,2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT REFERENCES • Ground Emergency Medical Transportation Program (GEMT) References City _ ; 1oi ] River =ire and EMS Project Description: PCG provides consulting and cost report preparation services to the City of Hood River Fire and EMS in the State of Oregon. PCG's involvement facilitates this agency's successful participation in the Oregon Ground Emergency Medical Transportation (GEMT) program run by the Oregon Health Authority (OHA). Contact: Leonard Damien Fire Chief 1785 Meyer Parkway Hood River, OR 97031 (541) 386-9458 I.damianahoodriverfire.com Sisters-!" m,;') S;i ;°'nari Fire District Project Description: PCG provides consulting and cost report preparation services to Sisters-Camp Sherman Fire District in the State of Oregon. PCG's involvement facilitates this agency's successful participation in the Oregon Ground Emergency Medical Transportation (GEMT) program run by the Oregon Health Authority (OHA). Contact: Julie Spor Chief Administrator 301 S Elm Street Sisters, OR 97759 (541) 549-0771 sporsistersfire.com Public Consulting Group, Inc 28 tia July 7, 2021 Ashland Fire&Rescue Form#2—Intermediate Procurement Invitation to Bid -GEMT PRICE PROPOSAL Ground Emergency Medical Transportation (GEMT) Program PCG is pleased to offer the services described in Exhibit A for GEMT services to Ashland Fire&Rescue at an annual contingency rate of 15%for the GEMT Fee-For-Service(FFS) Program. We are confident in our ability to develop a program that will generate the greatest revenue potential for the department. Under this structure, PCG,will assume the risk from program development through payment. PCG will not be compensated the 15%contingency fee until incremental funds are generated and realized by Ashland Fire & Rescue. PCG's fees for the GEMT services described in this proposal will not be triggered until work steps have been completed and the City has received supplemental payments from OHA resulting from the GEMT. • Public Consulting Group, Inc 29