Affordable Care Act Enrollment Request for Applications (RFA) Vella Pre-Proposal Meeting May 21, 2018 3:00 p.m. Betty Dunkerley Campus 7201 Levander Loop Room E-16 Austin, TX 78702

Introductions AUSTIN PUBLIC HEALTH ORGANIZATION INTRODUCTIONS Vella Karman, Social Services Policy Unit Manager Laura Williamson, Social Services Policy Unit Program Coordinator (512) 972-5206 Laura.Williamson2@austintexas.gov ORGANIZATION INTRODUCTIONS Sign-in sheet Comment cards Please hold all questions until the end of the presentation Vella

Overview of Funding & Requirements $100,000 total funding available for initial 12-month period Up to four 12-month extension options not to exceed $100,000 each Contingent on Council approval of funding during future budget processes Anticipated agreement will be awarded to one Applicant Community-based organizations including social services providers and government agencies are eligible to apply Vella

Overview of Funding & Requirements Applicants: May propose expanding existing services or implementing new services May provide services as one agency or through a collaboration (one agency must be designated lead Applicant) Should have at least 2 years successful experience providing proposed services and/or working with proposed target population Expertise including, but not limited to: Client enrollment in the Affordable Care Act (ACA) health insurance marketplace during Open and Special Enrollment periods Assistance to clients with high medical needs Navigation and management of complex cases including referrals Follow up and case resolution Cooperative relationships with consumer groups, referring entities, medical providers and providers of local patient financial assistance programs Vella

City Goals for the Program Assist clients with enrollment in the ACA health insurance marketplace during Open and Special enrollment periods Provide case coordination and navigation for clients with complex medical and/or enrollment needs Active cooperation and coordination with organizations providing medical services and local patient financial assistance programs. Tasha

Communication Process Questions and Answers Process All questions submitted via email and through public meetings will be answered in writing and posted to the solicitation page: http://www.austintexas.gov/article/affordable-care- act-enrollment-solicitation Questions should be directed to Laura Williamson, Laura.Williamson2@austintexas.gov 512-972-5206 Deadline to submit questions is 5:00pm on June 7, 2018 Anti-lobbying ordinance Request for Application (RFA) process: anti-lobbying ordinance does not apply Vella

Required Documents All required forms available for download on the solicitation page: http://www.austintexas.gov/article/affordable-care-act-enrollment-solicitation Required forms Section 0050 Request for Application (RFA) Offer Sheet Section 0500 Application, Scope of Work, and Instructions Section 0610 Application Threshold Checklist Section 0645 Program Staff Positions and Time Section 0650 Program Budget and Narrative Section 0835 Nonresident Bidder Provisions Required attachments Current Board of Directors bylaws Copy of the most recently filed 990 or 990 EZ (no older than FY 2016) Most recent financial audit, covering the two most recent consecutive audit years Approved Board of Directors Minutes that reflect documented processes to review program performance, approve budgets, review finance performance, and approve audit reports Optional attachments Approved and signed Healthy Service Environment policy/policies (reference Part VI of Section 0500- Application, Scope of Work, and Instructions) Vella

Evaluation Criteria CRITERIA MAXIMUM POINT VALUE: 110 points TURNED IN ALL REQUIRED DOCUMENTS N/A PART I: Program Strategies & Target Population Program Strategy Connection to Imagine Austin Population(s) Served 50 PART II: Data Management and Program Evaluation 10 PART III: Staffing Plan PART IV: Program Performance PART V: Cost Effectiveness Budget Cost per Client Social Impact and Return on Investment 20 PART VI: BONUS EVLAUATION POINTS (Optional) Tasha Part 1 includes Program strategy -includes connection to Imagine Austin goals; Populations Served and Client Eligibility Requirements Part V Cost Effectiveness includes Budget, Cost per client and social impact and return on investment

Section 0500 – Application, Scope of Work, and Instructions Response Instructions: Applicant must submit answers to all questions in a separate Word document It is preferable to be repetitive rather than to leave sections incomplete Write question # and N/A when an answer will not be provided Comply with page limit of 20 total pages Use size 12 Times New Roman font, double-spacing, and 1” margins Print single sided Clearly label each section: Application Questions A, B, C, D (p. 3-4 of 13 in 0500) Parts I, II, III, IV, V Part VI if responding to optional section Tasha

Section 0500 – Application, Scope of Work, and Instructions PART I: PROGRAM STRATEGIES & TARGET POPULATION (50 possible points) Affordable Care Act Enrollment Services can include: Client Eligibility Determination for ACA Enrollment: pre-screen clients to determine potential eligibility; address needs through navigation and referrals ACA Enrollment and Plan Navigation: enroll clients into a marketplace plan of their choice and/or help clients pick a plan Referrals to Other Enrollment Providers: process for referring clients to programs such as Medicaid, Children’s Health Insurance Program (CHIP), and Medical Assistance Program (MAP) Accessible Services for All: open and accessible during Open and Special Enrollment periods; serves clients with high medical needs and/or disabling conditions Education Services to Newly Insured in the Marketplace: supportive services, education, and navigation services Program Communications: marketing process to inform clients who are eligible for ACA enrollment; accepts referrals from 2-1-1 Tasha

Section 0500 – Application, Scope of Work, and Instructions PART I: PROGRAM STRATEGIES & POPULATION (50 possible points) cont. Population(s) Served: The client eligibility requirements are outlined in Section 0620 – Client Eligibility Requirements Applicant’s policies and practices will align with the following National Culturally and Linguistically Appropriate Services (CLAS) Standards Educate and train governance, leadership, and workforce in culturally and linguistically appropriate policies and practices on an ongoing basis. Offer language assistance to individuals who have limited English proficiency and/or other communication needs, at no cost to them, to facilitate timely access to all health care and services. Inform all individuals of the availability of language assistance services clearly and in their preferred language, verbally and in writing. Ensure the competence of individuals providing language assistance, recognizing that the use of untrained individuals and/or minors as interpreters should be avoided. Tasha

Section 0500 – Application, Scope of Work, and Instructions PART II: DATA MANAGEMENT & PROGRAM EVALUATION (10 possible points) Compliance with HIPAA Past successes and challenges with data management Data used for improving practices and program effectiveness PART III: STAFFING PLAN (10 possible points) Complete Section 0645 – Program Staff Positions & Time Describe staffing plan and training process, and ability to enroll clients the first day of Open Enrollment Provide position descriptions, qualifications, and/or certifications PART IV: PROGRAM PERFORMANCE (10 possible points) Required Outcome: Percentage of unduplicated individuals who are eligible for ACA Marketplace insurance and receive enrollment assistance from the program that are enrolled or likely to enroll in a Marketplace health insurance plan Propose second outcome Required Output (unduplicated clients served annually)

Section 0500 – Application, Scope of Work, and Instructions PART V: COST EFFECTIVENESS (20 possible points) Budget Complete Section 0650 All expenses should be identifiable, reasonable, and necessary Cost Per Client Please note that an agency may have multiple programs, and this section is requesting the cost per client only for the proposed program in this application Social Impact & Return on Investment Social impact and return on investment refer to the proposed program’s positive impact on social, financial, environmental, and/or quality of life factors for clients and/or the community Tasha

Section 0500 – Application, Scope of Work, and Instructions PART VI: BONUS EVALUATION POINTS (10 possible points) Optional section Points awarded for implementation of OR agreeing to implement the following healthy service environment practices Tobacco-free campus (3 points) Mother-friendly work place (3 points) Employee wellness initiative (3 points) Violence prevention policy (1 point) The Chronic Disease & Injury Prevention unit of Austin Public Health will assist Applicants in planning and implementing these policies For assistance, please call 512-972-5222 Tasha

Section 0050 & Section 0835 Completion of Sections 0050 & 0835 is required as part of application Section 0050 Request for Application (RFA) Offer Sheet ACA1 available for download on the solicitation page: http://austintexas.gov/article/affordable-care-act-enrollment- solicitation Signature by authorized representative needed in order for the City of Austin to accept the application Section 0835 Nonresident Bidder Provisions Document ACA9 available for download on the solicitation page: http://austintexas.gov/article/affordable-care-act-enrollment- solicitation Form establishes area of residency for the agency applying for this solicitation Tasha

Section 0645 & Section 0650 Completion of Sections 0645 & 0650 is required as part of application Section 0645 Program Staff Positions and Time Document ACA6 available for download on the solicitation page: http://austintexas.gov/article/affordable-care-act-enrollment-solicitation Include list of position titles, not staff names Section 0650 Program Budget and Narrative Document ACA7 available for download on the solicitation page: http://austintexas.gov/article/affordable-care-act-enrollment-solicitation Include full list of other funding sources in addition to City amount of funding requested in specified columns on pg. 4 Provide narrative descriptions of expenses to be paid for by City funds only Tasha

Important Dates Last day to submit questions to APH in writing: June 7, 2018, 5:00 p.m. Applications DUE to APH: June 15, 2018, 11:00am TENTATIVE: Austin City Council Approval on August 23, 2018 TENTATIVE: Agreement Start Date: October 1, 2018 Tasha

Submittal Requirements ALL PROPOSALS SHALL BE SUBMITTED PRIOR TO 11:00 AM (CST), June 15, 2018 Do not submit booklets, pamphlets, or other bulky items Do not use covers, card stock, staples, binders, notebooks, or dividers with tabs Submissions should be delivered in sealed envelopes with the proposal fastened with binder clips only Envelope 1: Application Threshold Checklist & Associated Documents Envelope 2: Application Documents Reference Page 2 of Section 0500, Application, Scope of Work, and Instructions for full list of required sections and attachments for each envelope Deliver to: Austin Public Health Attn: Laura Williamson 7201 Levander Loop, Building H Austin, TX 78702 Tasha

QUESTIONS? ? ? Tasha (and Vella as needed)