(Re-tender) Invitation to Tender

for the Provision of Rehabilitation Service on Health Assessment and Case Management Care for

Supporting the Comprehensive Community Rehabilitation (CCR) Programme (last tender issued in March 2017)

Contents

Page

Part I Background information 2 Part II The Comprehensive Community Rehabilitation (CCR)

Programme 3

Part III Roles of Service Provider (SP) and PCFB Programme details and arrangements

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Part IV Requirements of CRT members and division of duties 9-10 Part V Other information 11 Part VI Guidelines and requirements of Technical Proposal 12-13 Part VII Guidelines and requirements of Price Proposal 14-16 Part VIII Requirements for Tender submission and Tender closing date 17 Part IX Assessment and Tender award 18 Part X Supplementary information 19-20 Part XI EOI session and enquiries 21 Appendices I Gender, Age and Degree of Incapacity (DOI) distributions

among survival patients 22

II Work flow and details of CCR 23-26 III CCR flowchart (for illustration only) 27

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Part I – Background Information Introduction The Pneumoconiosis Compensation Fund Board (PCFB) would like to cordially invite Tenderers to submit Tenders for provision of regular health assessments and related rehabilitation services to support the Comprehensive Community Rehabilitation (CCR) Programme that has been launched on 21 September 2016, serving the group of Pneumoconiosis and Mesothelioma patients in Hong Kong. The service period is from August 2017 to July 2019. This is a re-tender exercise. Submissions received in April 2017 for the last tender are all considered invalid. Tenderers, irrespective of whether they have made submission before, would need to submit the tender on or before the deadline set below.

Statutory Functions of Pneumoconiosis Compensation Fund Board (PCFB) According to the Pneumoconiosis & Mesothelioma (Compensation) Ordinance, PCFB should have the following functions: (a) To administer the Fund; (b) To make recommendations to the Government with respect to the rate of levy;

(ba) to conduct and finance educational, publicity, research and other programmes to prevent pneumoconiosis and mesothelioma and to conduct and finance programmes for the rehabilitation of persons suffering from the above diseases;

(bb) to administer funds received from the Government and designated by the Government as ex gratia payments to persons diagnosed before 1 January 1981 to be suffering from pneumoconiosis; and

(c) To perform such other duties as are imposed on it by this Ordinance. [Section 26, Cap 360, Pneumoconiosis and Mesothelioma (Compensation) Ordinance]

Number of surviving patients in Hong Kong and related information As at 31 January 2017, there are 1,536 surviving cases in Hong Kong. The Age and Degree of Incapacity (DOI) distributions among these patients are shown in Appendix I.

Rehabilitation Programmes funded or run by PCFB In 1999 to 2017, PCFB has been providing funding support to public hospitals and NGOs running the ‘Core Rehabilitation Programme’ (CRP), targeting those post-discharge Pneumoconiosis and Mesothelioma patients with recent hospitalization, to have a pulmonary rehabilitation programme so as to maintain a better quality of health. In 2016, PCFB has launched a new Comprehensive Community Rehabilitation (CCR) Programme to supplement the service provided in CRP and is going to further extend to cover more Pneumoconiosis and Mesothelioma patients in the community.

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Part II - The Comprehensive Community Rehabilitation (CCR) Programme The Comprehensive Community Rehabilitation (CCR) Programme has been successfully operating since 21 September 2016. It extends the rehabilitation service’s scope from hospital to community. It not only provides continuity of rehabilitation care to the discharged patients, but also covers those patients hidden in the community, who are passive and have poor accessibility to obtain information and service. The Objectives of CCR is to provide a life-long, holistic and comprehensive rehabilitation care service to all Pneumoconiosis and Mesothelioma patients registered in PCFB or HKSAR Labour Department in Hong Kong who are in need of rehabilitation service (as at 31 January, there are 1,536 patients in total) so as to improve or maintain their physical functioning level as well as to improve their quality of life. The CCR is a life-long rehabilitation programme, tailor-made to individual capacity, community participation with networked medical sectors and exercise training centers working partners. PCFB adopts case management approach for each individual patient, the Case Managers of PCFB are the health advocate of PCFB, they take the core role to coordinate and link up all rehabilitative service units and keep track with the service outcome of each patients. A Community Rehabilitation Team (CRT) formed by the hospital partner including Respiratory/ Rehabilitation Physicians, Nurses and Physiotherapists is the core service provider to provide regular health assessments; tailor-made care plan and exercise prescriptions for each individual patient. To help patients develop a healthy life style and regular exercising habit; PCFB also invites other exercise training centers located at different districts to join supporting provision of supervised rehabilitation exercise training (according to exercise prescriptions) in the community.

Programme Structure The CCR programme runs in three phases: - Phase 1 – Preparation - Phase 2 – Consolidation - Phase 3 – Maintenance Work flow and details of each phase are shown in Appendix II. A CCR flowchart is attached in Appendix III for illustration.

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Part III Roles of Service Provider (SP) and PCFB, programme details and arrangements Roles of the SP - To set up a Rehabilitation Clinic/ Center for serving Pneumoconiosis and Mesothelioma

patients in Hong Kong; - To form a Community Rehabilitation Team (CRT), with at least a doctor, a nurse and a

PT, to serve the following functions during different phases of the programme: To perform assessments for patients during the different phases of the programme; To design tailor-made care plan (including but not limited to patients’ needs,

interventions, targets, outcome measurement tools etc) for individual patients and to decide if patients are fit for regular exercise training in community centres;

To recommend exercise prescription including regular exercising in training centres or at home;

To set realistic targets for patients and help them achieve those targets; To work closely with assigned Case Manager from PCFB to ensure the best

compliance of the care plan; To make referral to PCFB / government departments / other organisation for

compensation or other subsidy schemes; To keep proper & separate patients’ record, including proper backup, and to

provide a summary report in Chinese and English to patients after each assessment; To allow transfer of patients’ record in a mutually agreed format from the SP to

PCFB or her designated agent(s) within one month after the service agreement expired or at request made by PCFB. Such request could be records of selected patients or all;

To submit mid-year and full year report in English to PCFB; To attend regular evaluation / operational meetings upon request made by PCFB

(maximum 4 per year); and to allow and provide assistance to PCFB’s designated personnel for carrying out the performance and operational audit (if applicable).

Additional Services - The SP can provide additional services to enrich the quality of the programme which is

subject to own resource availability. It is not a compulsory role but will be considered and accepted by PCFB

- It could be offered free or at extra cost. If cost is required, it should be quoted clearly in the price proposal separately under the Additional Service Category. The price, however, will not be taken into consideration when calculating the price score.

- Example of additional services that will be considered are : tele-monitoring, health talks,

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peer groups formation, home visits, carers’ training, smoking cessation training, etc. The Tenderers should clearly provide details of the service descriptions of the proposed additional service in the technical proposal under the Additional Service Category.

- The Additional Service to be accepted by PCFB will lead the Tenderers to get extra score in the technical proposal.

- PCFB reserves the right to accept all or part of the additional services proposed by the Tenderers.

Roles of PCFB - To provide full financial support to the programme. Fees to be charged by the Tenderers

should follow the requirements set out in Part VII, Guidelines and requirements of Price Proposal, in this document;

- To recruit suitable patients and refer them to the CRT; - To assign case manager(s) for working closely with the CRT to monitor the progress of

patients; - To launch publicity campaigns to promote the services to the targeted patients; and - To provide advice to the SP, if necessary; - To commission a list of exercise training centres (targeted 10) with PT supervision for our

patients to maintain regular exercising.

Training Centres - To facilitate patients for developing and maintaining a habit of regular exercising, PCFB

will commission a list of training centres and recommend them to patients for doing exercises in these centres. All fees will be borne by PCFB. The Tenderers could recommend suitable centres to PCFB but it will not affect the overall evaluation.

- Patients would have absolute freedom to choose which centre(s) s/he likes to join after completing the assessment.

Assessment packages - The Tenderer should include the required examinations listed below clearly in the

technical proposal Phase 1 – Preparatory Phase Health Assessment 1. Medical history 2. General physical examination with vital sign measurement 3. Vision screening 4. Hearing screening 5. MMRC Dyspnea Scale 6. One-Foot Stand Balance Test

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7. 6-min Walk Test 8. Grip Strength Test 9. Barthel Index 100 10. Activities of Daily Living Scale (Chinese Lawton) 11. Abbreviated Mental Test 12. Mini-Mental State Examination (MMSE) 13. Patient Health Questionnaire – 9 14. Malnutrition screening 15. Short Form Health Survey (SF-36) 16. Chest X-ray 17. Lung Function Test (Spirometry) 18. Treadmill / Ergometry Test* 19. Electrocardiogram 20. Blood Test on Complete Blood Picture, Renal and Liver Function Test, Lipid pattern

and spot sugar 21. Body muscle and water proportion

* Treadmill Test can be replaced by Ergometry Test if the patient’s condition is unfit for this examination. Phase 2 & 3– Consolidation & Maintenance Phase Health Reassessment 1. Resting pulse rate, 2. Blood Test on lipid pattern and spot sugar 3. Body muscle and water proportion 4. 6-min Walk Test 5. Grip Strength Test 6. Short Form Health Survey (SF-36)

- Other than the abovementioned tests, the Tenderer may design package with additional test as optional item for PCFB to consider, for assessment / re-assessment to be done by the CRT during the various phases.

- The Tenderer should consider to include additional charge of oxygen consumption with related disposable materials during Treadmill test or any emergency resuscitation cost (when necessary) in the package fee. An all-inclusive package fee should be charged after a patient completes each assessment. (Details on pricing will be elaborated in Part VII below)

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Subcontracting - Preference will be given to those Tenderers who could manage to handle all tasks in the

programme without sub-contracting any to a third party. However, subcontracting services, like laboratory test, record management or other services are not prohibited in this Tender.

- Subcontracting service is not limited to medical service but include all service related to the implementation of CCR.

- If the Tenderer needs to subcontract any service, she should include the followings information in her Technical Proposal: Items / services to be subcontracted; Name and detailed information of the subcontractor (s); Years of cooperation between the Tenderer and the subcontractor(s); Justifications for choosing the subcontractor(s); Quality control mechanisms; and Other information as considered appropriate by the Tenderer.

- Approval of subcontracting and specific subcontractor(s) is at sole discretion of PCFB. - Although PCFB will not enter any contractual relationship with subcontractors, she

reserves the right to request the Tenderer to do performance and operational audit for the subcontractors. PCFB also reserve the right to arrange audit checks herself to subcontractor(s).

- During the contract period, if targets to have additional subcontractor(s), SP should seek PCFB approval with justifications prior proceeding. Result subjects to PCFB’s final approval.

Number of encounters in each phase - The number of encounters should depend on the complexity of cases but the following

information provides a guideline on the minimum requirement. Phase 1 – 2 encounters Phase 2 – 1 encounter after a patient completes a cycle (minimum 12 sessions) of

training in community centre Phase 3 – 1 encounter per 6 months

Rehabilitation Clinic/ Center - The Tenderer should provide an easy-accessible and suitable venue for running a

rehabilitation clinic / Center. - For assessment, it would be more desirable if all examination items could be conducted in

a single location, or different locations within reasonable distance. - It would be considered an advantage point of the Tenderer if she could offer more than

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one venues for running the clinic/ center (for example, 1 venue each in HK, Kln and NT).

Service hours - A minimum of three half-day sessions/per week would need to be offered by the Tenderer.

Preferences will be given to Tenderers who can offer longer service hours. - All bookings are to be made by appointment. - The Tenderers should guarantee that a time-slot could be offered to the patient within 7

days after an appointment being made.

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Part IV Requirements of CRT members and division of duties

Mandatory and optional disciplines to be included in the CRT - The CRT should consist of at least a Doctor (being the leader of the team), a Registered

Nurse and a Physiotherapist (PT). It would be considered an added advantage if other relevant disciplines like Occupational Therapist, Clinical Psychologists and Dietitian are available in the team. However, in order to gain extra scores in the technical proposal, the Tenderer should specify the roles those other disciplines could play in the team.

Mandatory qualifications and favourable attributes of the various disciplines Doctor Mandatory qualification - Fellow in either rehabilitation or respiratory medicine with at least 2 years of

post-fellowship clinical experience. Favourable attributes - Experience in pulmonary rehabilitation or elderly care. Nurse Mandatory qualification - A registered nurse with at least 6 years of post-registration experience. Favourable attributes - Experience in rehabilitation, or respiratory medicine, or elderly care. - Experience in performing nursing assessment. - Experience in serving as coordinator / case manager in a multi-disciplinary team. - Familiar with chronic disease self-management. PT Mandatory qualification - A registered Physiotherapist under the Physiotherapist Board with at least 6 years of

post-registration experience. Favourable attributes - Experience in pulmonary rehabilitation or elderly care. - Experience in working in a multi-disciplinary environment.

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Roles to be played by CRT members Doctor - Serve as leader in the team; - Perform rehabilitation needs assessments for the patients; - Design intervention plan, targets and outcome measurement tools and keep close

monitoring on the progress of patients, make suitable adjustments to the above if necessary;

- Lead the care plan meeting and other meeting arranged between the CRT members and patients (or including carers);

- Make appropriate referrals, if necessary; and - Prepare reports for submission to patients and PCFB. Nurse - Serve as coordinator in the team; - Perform the nursing assessment role; - Help patients complete various documents and assessment forms; - Provide health education to patients; - Encourage patients’ compliance with the care plan designed by the team, and design

effective motivation strategy, if applicable; - Work closely with the case manager assigned by PCFB to monitor the progress of

patients in various phases; - Collect records / statistics from patients; - Perform other duties as assigned by the team leader.

PT - Perform assessment to patients for exercise tolerance; - Provide training for relevant skills, including home exercise; - Maintain good communications with the PT of the training centre regarding the needs

and exercise prescription of the patient. - Write patient case notes; and - Perform other duties as assigned by the team leader.

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Part V Other information Medical Records - The awarded Service Provider (SP) should establish a separate system (hard copies

and/or electronic files) with proper back-up and security control - The Medical Records herein, refer to all cases’ records including but not limited to X-ray

films, laboratory test results; health assessment reports; exercise prescriptions; referral letter; related consents and other information.

- PCFB and SP should both be the data owner of the above information. - The SP should agree to send the whole set of records either to PCFB or her designated

organisation after the termination of the service contract. Transfer of such data should be completed within 2 months after the termination of contract.

- In all circumstances the SP should strictly comply with the requirements of the Personal Data (Privacy) Ordinance (Cap. 486 of the Laws of Hong Kong) to ensure that personal data kept are accurate, securely kept and used only for the purpose for which they have been collected. Any person that controls the collection, holding, processing or use of personal data such as the Personal Records should take extra precaution to ensure that the relevant laws on personal data (privacy) and all the codes and guidelines issued by the Privacy Commissioner for Personal Data from time to time are complied with and that effective security measures are adopted to protect personal and sensitive data.

- All medical records should be kept by the SP during the service period. Destruction / transfer of any medical record without the approval of PCFB is not allowed during or after the contract period.

Quality Assurance - A quality assurance system should be designed and implemented so as to ensure high

quality of service offered to patients. Details should be included in the Technical Proposal, and the comprehensiveness, feasibility and reliability of the monitoring shall be part of the technical marking criteria. Clinical audits should form part of the quality assurance.

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Part VI Guidelines and requirements of Technical Proposal Tenderers are advised to read the following notes carefully before they proceed to complete the Technical Proposal – (a) A Tenderer shall prepare the Technical Proposal according to the following requirements

and provide information and proposal for each item accordingly. (b) The tender proposal shall not be more than 40 pages in A4 size paper for the main body

(with margin not less than 25mm and character font size not less than 12). Pages not in the prescribed format may, at the PCFB’s sole discretion, not be considered. Pages after the first 40 pages will be disregarded and the content thereof will not be considered in the tender assessment. Other information, including the related annexes and documentary proof, will not be subject to the specified page limit.

(c) Tender submission requirement A Technical Proposal should be submitted to the PCFB with the following information: - A one or two page executive summary for the proposal; - An introduction about the Tenderer and its experience in related services; - Name and CV of personnel (limited to a maximum of 2-page each) going to work in the

CRT (if available); - Proposed programme details in each phase, including but not limited to the followings:

Proposed assessment package(s) to be used in different phases; Proposed follow-up actions (including monitoring of patients’ progress) between

assessments to be done in each phase; Detailed descriptions of various parts in the whole programme A detailed Flow chart showing work flows and actions taken in each phase

(elaboration / modification on the chart as shown in Appendix IV); Proposed job duties of all in the CRT; Proposed subcontracting item(s) and agents(s) (if applicable); Data record and protection measures; Quality assurance measures; and Others information as considered applicable.

- Appendices to be included (optional) Specifications of the assessment items; Specifications / copy of other assessment tools, for example questionnaire; Suggested report format (for different reports) to be provided to patient; and Details of the value-added services and additional fee, if applicable.

Compliance with the Personal Data Privacy Ordinance (PDPO) - For inclusion of any personal data in the technical proposal, for example the CVs of the

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CRT members, the Tenderers must ensure that the concerned personnel have explicitly given consents allowing transfer of the personal data from the Tenderer to PCFB.

- PCFB will not hold any responsibility of breaching PDPO during the Tender submission process.

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Part VII Guidelines and requirements of Price Proposal

Tenderers are advised to read the following notes carefully before they proceed to complete the Price Proposal – COMPULSORY Tenderers should submit an all-inclusive package cost for ALL the following packages Phase I – Preparation Package 1 - Preparation and briefing - Assessments (2 encounters)*

* a separate quotation should be provided in case the patients could not complete the assessment,

for example if patients attend the first encounter and then quit the programme. In this case, a

separate quote should be provided for encounter 1 & 2 respectively

- After completing the assessment, the service provider should arrange to send the following documents to the patients and PCFB respectively. The service provider should send the medical report, referral letter, exercise

prescription (either in training centre or at home) and other relevant documents directly to the patients

The service provider should also submit a set of above document (in exactly the same format and same contents) to PCFB. In this connection, the service provider should be responsible for signing relevant consent with patients so as to ensure that the transfer of data are allowed under the Personal Data Privacy Ordinance

- Prescription of rehabilitation aids / medical appliances, and follow-up (if applicable)

- Arrangement of a meeting with patients (or including carers) to explain and agree on a care plan (patients’ need, interventions, targets, outcome measurements etc)

- Provision of health education and/or other services, eg home-exercise training (Billing point for Package 1) The patient completes Phase 1 and proceeds to Phase 2 (Consolidation), defined by patient attending the first training session in training centre

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Phase 2 Consolidation (Completion of 2-3 exercise cycles within 3-6 months) Package 2 - Preparation - Patient attends the first training session in community training centre or having

regular and structural exercises at home - Provision of different interventions, guidance, monitor and other appropriate

services - Arrangement of meeting with patient (or including carers) after s/he completes

the first training cycle (12 training sessions or more), assessments should be done, problems to be solved, if necessary

- Relevant reports and other documents should be provided to patients (original) and PCFB (copies) respectively (Billing point for Package 2a)

- Arrangement of another meeting with patient (or including carers) after s/he completes the second cycle of training (same number of training session as in cycle 1), assessment should be done to decide the next path (Billing point for Package 2b)

- If the results are considered satisfactory, the patient could then proceed to Phase 3

- If after the second meeting the CRT considers that the patient is not ready to proceed to Phase 3 (still have problems), the CRT could prescribe another cycle of exercise. A meeting should be arranged after completion of this cycle. (Billing point for Package 2c).

Phase 3 – Maintenance Package 3 - Patients starts Phase 3 - Arrangement of regular assessment in every 6-month, and after completion of

each assessment is the Billing point for Package 3 - Between Phase 3 starts and the assessment, and between each assessment (not

applicable to the service agreement), different interventions, guidance, motivation, monitor and other appropriate services should be provided

Note: Tenderers should note that the above descriptions in each package just provide a general guideline to the Tenderer. In the price proposal, Tenderers should include details of each package together with an all-inclusive package cost. Breakdown cost could be supplemented if the Tenders find it useful.

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An all-inclusive package cost should include all the fix cost as well as variable cost that might be incurred for special circumstances, for example, some patients may need to use oxygen during assessment and any ad hoc necessary care during emergency happens such as resuscitation, if required. Under no circumstances the tenderers could charge PCFB any extra cost for extra service provided during the assessment.

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Part VIII Requirements for Tender submission and Tender closing date - Each completed Tender with all documents and information required, must be

submitted in the following manner; and be placed and sealed in two separate envelopes in which –

(a) The Technical Proposal with all documents and information required

should be submitted in TRIPLICATE together with one softcopy (in Microsoft Word format saved in a compact disc). These should be placed and sealed in one envelope. The envelop should be marked “Tender Submission: CCR Technical”; and

(b) The Price Proposal in TRIPLICATE should be placed and sealed in

another envelope marked “Tender Submission: CCR Price”. - In the event of any discrepancy between the soft copy and the hard copy of any

tender submission, unless the PCFB wishes to seek clarification, the hard copy will prevail.

- All Tenders must be addressed to Mr. Ricky Law, Secretary General and deposited

in the PCFB Secretariat Tender Box situated on 15/F, Nam Wo Hong Building, 148 Wing Lok Street, Sheung Wan, Hong Kong before 12:00 noon on

- 29 May 2017, the Tender Closing Date. Late tenders will NOT be considered. Tenders submitted by post, e-mail or facsimile will also NOT be considered.

- In case a black rainstorm warning signal or tropical cyclone warning signal No. 8

or above is hoisted at any time between 9:00 am and 12:00 noon on the Tender Closing Date, the tender closing time will be postponed to 12:00 noon on the first Working Day after the black rainstorm warning signal has ceased to be in effect or the tropical cyclone warning signal No. 8 is lowered.

- In the event of a Tenderer discovering an error in its Tender after it has been submitted, an amendment to the Tender may be submitted provided that the amendment is submitted before the Tender Closing Date.

- All Tender documents will not be returned to the Tenderers. - Tender closing date: 29 May 2017

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Part IX Assessment and Tender award Assessment - Assessment will be done in two separate parts as below:

(i) Technical assessment (ii) Price assessment

- A weighting of 70% : 30% will be assigned to the Technical Proposal and Price

Proposal. Assessment Panel - This Tender exercise is steered and assessed by the Assessment Panel of PCFB. Other conditions - PCFB does not bind herself to accept the lowest price Tender or any Tender, and

reserves the right to negotiate with any Tenderer about the terms of the offer. - PCFB reserves the right to reject any or all of the Tenders. - PCFB will not disclose the fee or any information to a third party. - PCFB’s decision will be final. All information related to the selection such as

scores and comments will be treated confidential. - PCFB reserves the right to grant similar contracts to more than one SPs at the

same period of time. (not necessarily at the same price) Notice of Tender Result

- PCFB will notify all Tenderers by writing the results latest in July 2017

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Part X Supplementary Information 1. Addendum

PCFB may issue addendum to the terms and conditions set out in the Tender Documents before or after the Tender Closing Date. If such addendum is issued after the Tender Closing Date, Tenderers may be asked to confirm compliance with the addendum, failing which their tenders may be disqualified.

2. Documents of Tenderers

PCFB is not obliged to return any tender submissions to the Tenderers and documents submitted by unsuccessful Tenderers may be destroyed not less than three months after the Contract Commencement Date.

3. Prevention of Bribery

Tenderer's attention is drawn to the Prevention of Bribery Ordinance (Cap. 201) in particular section 4 where it is provided, inter alia but without limitation, that any person, whether in Hong Kong or elsewhere, without lawful authority or reasonable excuse, offers any advantage to a public servant as an inducement to or reward for or otherwise on account of that public servant's assisting or favouring any person in the transaction of any business with a public body shall be guilty of an offence. Any contravention by a Tenderer of the Prevention of Bribery Ordinance (Cap. 201) will, without prejudice to other rights and claims of PCFB against the Tenderer arising from such contravention, entitle PCFB to disqualify its tender.

4. Disclaimer

All information, statistics, forecasts and projections provided by PCFB in connection with this invitation to tender (including those set out in the Tender Documents) (collectively “Information”) are for reference only. PCFB gives no warranty, representation or undertaking as to their accuracy, reliability or completeness. PCFB accepts no liability whatsoever for (a) the accuracy, completeness or reliability or otherwise of any such Information; (b) any claim, legal proceeding, liability, loss (including any direct or indirect loss, and any loss of revenue, profit, business, contract or anticipated savings) or damage (including any Terms of Tender direct, special, indirect or consequential damage of any nature whatsoever); and (c) any increased costs and expenses, which any Tenderer or any other person may sustain or incur, arising from its reliance on any Information.

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5. Anti-collusion 5.1 By submitting a tender, the Tenderer represents and warrants that in relation to

the Tender – (a) It has not communicated and will not communicate to any person other than

PCFB the amount of any price submitted in its tender; (b) It has not fixed and will not fix the amount of any price submitted in its tender

by arrangement with any person; (c) It has not made and will not make any arrangement with any person as to

whether it or that other person will or will not submit a tender; and (d) It has not otherwise colluded and will not otherwise collude with any person

in any manner whatsoever in the tendering process. 5.2 In the event that the Tenderer is in breach of any of the representations and / or

warranties in Clause 5 herein, PCFB shall be entitled to, without compensation to any person or liability on the part of PCFB – (a) Reject the tender; (b) If PCFB has accepted the tender, withdraw its acceptance of the tender; or (c) If PCFB has entered into the Contract with the Tenderer, terminate the

Contract. 5.3 The Tenderer shall indemnify and keep indemnified PCFB against all losses,

damages, costs or expenses arising out of or in relation to any breach of any of the representations and / or warranties in Clause 5 above.

5.4 Any breach of any of the representations and / or warranties in Clause 5.1 above

by the Tenderer may prejudice the Tenderer’s future standing as a PCFB contractor.

5.5 Clause 5.1 shall have no application to the Tenderer’s communications in strict

confidence with its own insurers or brokers to obtain an insurance quotation for computation of the tender price, or with its professional advisers, consultants or sub-contractors to solicit their assistance in preparation of tender submission.

5.6 The rights of PCFB under Clauses 5.2 to 5.4 above are in addition to and Terms

of Tender without prejudice to any other rights or remedies available to it against the Tenderer.

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Part XI Express Of Interest (EOI) session and enquiries - An EOI session will be held 18 May 2017. Details as below:

Date: 18 May 2017 (Thursday) Time: 10:00 am Venue: PCFB Office

15/F Nam Wo Hong Building 148 Wing Lok Street Sheung Wan Hong Kong

- Intended Tenderers can register no more than two representatives for the

briefing session. Tenderers who wish to attend the briefing session are requested to call Mr Anthony Chung at 3578 8102 on or before 5:00 pm on 17 May 2017 (Tuesday) for reserving the seats. PCFB reserves the right to reject any persons to attend the session if s/he has not made the reservation before.

- During the session, PCFB’s representatives will clarify any enquiries

Tenderers may have on the Tender Document. Enquiries Mr Trophy MAK Manager, Prevention and Rehabilitation Tel: 3587 8109 E-mail: tromak@pcfb.org.hk Or Ms Iris CHAN Head, Prevention, Rehabilitation and Research Tel: 3587 8121 E-mail: irichan@pcfb.org.hk

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Appendix I Age and Degree of Incapacity (DOI) distributions among survival patients Age distribution Age Below 50 5 50-59 154 60-69 656 70-79 477 80 & above 244 Unknown 53 Total 1,589 Degree of Incapacity (DOI)* distribution DOI 5-20% 1,173 25-40% 212 45-60% 107 65-80% 31 85-100% 13 N/A 53 Total 1,589 * Some patients may have received the assessments many years ago, and hence

their DOI have not been updated. Figures in this table are for general reference only.

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Appendix II Work flow and details of CCR Programme The CCR Programme is to be operated in 3 phases, namely (i) Preparation; (ii) Consolidation; and (iii) Maintenance. Details of each phase are explained below: Phase 1 Preparation (1-3 months) Patients referred by PCFB

Inclusion criteria Pneumoconiosis and Mesothelioma patients receiving compensation from

the Pneumoconiosis Compensation Fund Board (PCFB) or the government ex-gratia scheme

Having signed a consent form and filed it in PCFB Rehabilitation

Priority groups: Those having completed the Core Rehabilitation Programme Those who have expressed interest to receive assessment provided by

the Community Rehabilitation Team (CRT) Estimated number of patients for receiving the assessment

400~500 cases/ year; 900~1000 cases/ 2 years (PCFB will not guarantee any minimum number, nor single service provider)

Comprehensive Rehabilitation Assessment to be done by the CRT 1 Review of medical history, signing of relevant documents and arrangement of

registration in E-health System (醫健通), if applicable 2 Identify patients’ (including family members) rehabilitation needs and problems

by conducting a comprehensive rehabilitation assessment. The CRT is responsible for designing an assessment package following the

guidelines as laid down in the section “Assessment Packages” in Page 5 & Page 6 of this document. The examination items should be related to the implementation of pulmonary rehabilitation programmes.

Examination items could be divided into compulsory and optional. Number of encounters and duration would depend on complexity of cases

but a minimum of two visits should be arranged. If any license fee (or others) is to be incurred, the Tenderers should bear the

cost of this. 3 A medical report in both Chinese & English, referral letter, exercise prescription

and other relevant documents should be sent directly to patients, while copies

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should be submitted to PCFB for record. 4 Design appropriate intervention (if fit for regular exercises in community

centres), or referral, or home exercise prescription (if unfit for regular exercises in community centres) All interventions should be targeted to meet the NEEDS of the patient If a patient is assessed to be in need of Home Oxygen or wheelchair, referral

with recommended appliances should be made to PCFB. For patient assessed to be in need of Home Oxygen, a reassessment should be done 1 month after the patient starts to use the oxygen.

If a patient is assessed to be eligible for the other compensation / subsidies under the Pneumoconiosis / other social welfare schemes, referral should be made to appropriate organisation / government department.

If a patient is assessed to have health (or other) problems and considered unfit for having regular exercise training in community centre, s/he should be referred to suitable medical (or other institution) for follow-up. Moreover, the PT should assess if the patient can perform home-exercises, and, if yes, training should be provided to the patients.

If a patient is assessed to be fit for regular exercise training in community centres, the CRT should provide the following interventions, including but not limited to: Prescribe exercise training and provide adequate supervision (for

example by PT); Design appropriate outcome measurement tools; Offer additional services (if applicable), for example tele-monitoring

for better monitor, incentives to encourage patient’s better compliance and etc.

The CRT should prepare a detailed report after the completion of Phase1, and be kept in the separate patient’s record.

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Phase 2 Consolidation (with proper monitor by the CRT in collaboration with the case manager assigned by PCFB)

(2-3 cycles of exercise training to be completed in 3-6 months) The target of this phase is to let patients develop a regular exercising habit. If a patient is assessed not to be fit for regular exercise training in community

centres and being referred to a medical / other institution, a follow-up should be done after one month to see if the patient has received proper follow-up. Proper record should be made by the CRT accordingly. The case will then be followed-up by the case manager assigned by PCFB,

If a patient is assessed to be fit for regular exercise training in a community centre, a care plan and exercise prescription^ (for example twice per week for a consecutive 12 weeks) should be worked out, the CRT should ensure close monitoring for patient’s compliance with the prescription and achievement of the various outcomes. Care plan form / report should also be designed to ensure proper records of patients intervention and follow-up progress. ^ A patient is considered forming a regular exercising habit if s/he can

maintain exercising for more than 20 sessions in consecutive months. The CRT is recommended to prescribe exercise cycles (with 12 sessions or more) and supervises patients to complete 2-3 cycles within 3-6 months.

Regular monitoring (by tele-monitoring, telephone calls or other means) should be maintained in this phase.

A meeting should be arranged between patient and the CRT after a patient completes the first cycle of training sessions (at least 12 training sessions but the actual number could be decided by the CRT) for allowing the team to have clear understanding on the progress of the patient and help patient solve his / her problem, if applicable. Assessments should be arranged to compare the pre and post intervention results. Adjustment to the exercise prescription should be made, if necessary.

Proper records should be kept by the patient (under the supervision of the CRT nurse) or by the CRT nurse herself.

Another meeting should be arranged after a patient completes the second cycle of training sessions (same number of sessions as in cycle 1) . Assessment should be arranged to compare the pre and post intervention results. If the results are considered satisfactory and no significant problem be found, the patient could then be proceeded to Phase 3.

If major problems are found / still existed after a patient completes cycle 2, the CRT should help solve the problem and prescribe another cycle of exercises. A meeting could be arranged after the patient completes the third cycle.

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A summary report in Chinese & English should be provided to the patient with face-to-face explanations given by the CRT member while detailed record should be kept by the CRT.

Three scenarios in Phase 2 (i) Non-compliance / patient quits the programme (no reassessment will be

done) If the patient does not follow the exercise prescription or decides to quit the programme, the CRT nurse should try to motivate him / her not to do so. If unsuccessful, the case should be considered close.

(ii) No significant problems found after the patient completes two cycles of exercise prescription, the patient will be proceeded to Phase 3.

(iii) Significant problems still exist / new problems found after the completion of cycle 2, the Phase 2 would be extended by offering another cycle of exercise prescription..

Phase 3 Maintenance (long-term) A patient should have developed a habit of regular exercising, say 2 times per

week, when entering into this phase. When PCFB finds that the patient suddenly quit exercising (for example not

received any bill from training centre), PCFB would refer the patient to the CRT for follow-up.

The CRT should also contact the patient at least once each quarter (either by phone call or other means) to check his / her health status.

Motivation strategy could be designed by the CRT for encouragement and recognition given to patients.

Assessment should be done in every 6- month. A summary report in Chinese & English should be sent to the patient. If a patient’s health condition deteriorates to a point that s/he cannot tolerate any

exercise training or after the patient passes away, the case should be considered closed.

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Appendix III

CCR Flowchart

Assessment to be done in every 6-month

Remarks: separate quotation should be submitted in case of the patient could not complete the assessment

with 2 encounter visits, for example he only attended the first encounter

and then quitted the programme

Patient referred by PCFB

Phase 1 Preparation

Assessment (at least two encounters) (Send medical report, referral letter, exercise prescription and other required documents to

patient. Submit copies of the above document to PCFB)

Unfit for regular exercises in community exercise centre

Fit for regular exercises in community exercise centre

Home exercise prescription and/ or referral to other institution

Phase 2 Consolidation Regular exercises, for example 2 times per week for 12 weeks (regular monitoring and supervision by CRT) – conducted by exercise center health staff

2-3 exercise cycles

Phase 3 Maintenance: Continue life-long rehabilitation exercise

Close case under any following condition that can happen in any phase Patient quits the programme Patient is unable to continue the programme for any kind of problems .e.g. physical incapacity,

hospitalized, moved out of Hong Kong, or any other problem Patient passes away

Patient completes the first cycle Meeting between CRT and the patient after completion of each cycle

Patient completes the second cycle

Patient completes the third cycle

+/- CRT prescribes another cycle of exercise (optional)

First exercise session (Entering phase 2)

Domicillary Community Rehabilitation Programme (DCR) The case will then be followed-up by the Case Manager assigned by PCFB and will be under cared by DCR with home rehabilitation team..