Indiana Eligibility Determination Services System (IEDSS) Request for Proposal 12-113 Pre-Proposal Conference May 23, 2012 10:00AM Molly Martin, Department of Administration FSSA Senior Account Manager

Agenda General Information Proposal Preparation & Evaluation Minority and Women’s Business Enterprises Purpose & Scope of RFP Question and Answer Session

General Information Sign-In Sheet for Attendees Sign-In Sheet and PowerPoint will be posted on State’s Solicitation Website Question & Answer document updated Hold questions until the end of the presentation Any verbal response is not considered binding; respondents are encouraged to submit any question formally in writing if it affects the proposal that will be submitted to the state.

Proposal Preparation The state expects respondents to provide cost effective, creative solutions when submitting proposals. Business & Technical Proposal Contents A cost proposal template has been provided; please return back in Excel format.

Scope of RFP It is the intent of Indiana’s Family and Social Services Administration (FSSA) to contract with a vendor to provide an eligibility determination system solution, services to configure that solution to meet the requirements presented in this RFP, and ongoing maintenance and system support throughout the duration of the contract. The State of Indiana Family and Social Services Administration (FSSA) is initiating this Request for Proposal (RFP) to solicit proposals from qualified vendors to provide design, development, and implementation services in order to begin using this new system or group of systems by December 31, 2015.

Scope of RFP FSSA’s strategic goals include: integration and coordination of policy development and service delivery within FSSA Divisions and sister agencies (e.g. Department of Child Services, Indiana State Department of Health), and provision of improved customer service through consistent, equitable, and user-friendly access to FSSA services

Key Dates Activity Date Issue of RFP May 14, 2012 Pre-Proposal Conference May 23, 2012 Intent to Bid Letter Received by IDOA June 11, 2012 Deadline to Submit Initial Written Questions May 25, 2012 Response to Initial Written Questions June 8, 2012 Amendments to RFP Issued TBD Deadline to Submit Written Questions June 18, 2012 Response to Written Questions/RFP Amendments June 28, 2012 Submission of Proposals July 2, 2012 The dates for the following activities are target dates only. These activities may be completed earlier or later than the date shown. Proposal Discussions/Clarifications (if necessary) July 16, 2012 Oral Presentations (if necessary) July 25, 2012 Contract Award (tentative) August 10, 2012

Proposal Evaluation Summary of Evaluation Criteria: 1. Adherence to Mandatory Requirements Pass/Fail 2. Management Assessment/Quality (Business & Technical) 55 points 3. Cost (Cost Proposal) 25 points 4. Minority (10) and Women Business (10) Subcontractor Commitment 20 points * 100 Total Points

Minority and Women’s Business Enterprises Complete Attachment A, MWBE Form - Include sub-contractor letters of commitment on subcontractors letterhead and must be addressed to the prime contractor Goals for Proposal - 8% Minority Business Enterprise - 8% Women’s Business Enterprise

Minority and Women’s Business Enterprises Prime Contractors must ensure that the proposed subcontractors meet the following criteria: Must be listed on the IDOA Directory of Certified Firms Each firm may only serve as once classification – MBE or WBE A Prime Contractor who is an MBE or WBE must meet subcontractor goals by using other listed certified firms. Certified Prime Contractors cannot count their own workforce or companies to meet this requirement. Must serve a commercially useful function. The firm must serve a value-added purpose on the engagement. Must provide goods or service only in the industry area for which it is certified as listed in the directory at http://www.in.gov/idoa/2352.htm Must be used to provide the goods or services specific to the contract National Corporate Diversity Plans are generally not acceptable

Minority and Women’s Business Enterprises TOTAL BID AMOUNT:

Minority and Women’s Business Enterprises Effective April, 2011, a new MWBE scoring methodology will be utilized for all RFP’s released New Process – MWBE scoring is conducted based on 20 points plus a possible 2 bonus points scale - MBE: Possible 10 points + 1 bonus point - WBE: Possible 10 points + 1 bonus Point Professional Services Scoring Methodology: - The points will be awarded on the following schedule: - Fractional percentages will be rounded up or down to the nearest whole percentage - Submissions of 0% participation will result in a deduction of 1 point in each category - The highest submission which exceeds the goal in each category will receive 11 points (10 points plus 1 bonus point). In case of a tie both firms will receive 11 points % 1% 2% 3% 4% 5% 6% 7% 8% Pts. 1.25 2.50 3.75 5.00 6.25 7.50 8.75 10.00

Minority and Women’s Business Enterprises RFP MWBE Scoring Example Bidder MBE % Pts. WBE % Total Pts. Bidder 1 12.0% 10.0 10.0% 11.0 21.0 Bidder 2 6.0% 7.5 4.0% 5.0 12.5 Bidder 3 8.0% 20.0 Bidder 4 16.0% 0.0% -1.0 Bidder 5 -2.0

The Key Objectives of the Eligibility System System objectives Modularity Encourage use of commercially-available software (IOT Standards) Service Orientated Architecture (SOA) Enterprise architecture around service Leverage Enterprise Service Bus (ESB) functionality Flexibility To get policy changes integrated prior to implementation Future technical adaptability and scalability System should be built to adapt to current field operations and business model Overall Objectives Phased approach to Design, Development, and Implementation (DDI) Implementation should minimize disruption to field operations MAGI processing functionality completion needs to align with ACA required timeline Key Objective CMS Requirements - Enhanced Funding Maximized DDI M&O Connect with HIX Should the State decide to pursue an exchange

The Key Objectives of the Eligibility System Key Operational Integration Integrate with FSSA initiatives: Pharmacy Benefit Mgmt. Data Warehouse “Core” MMIS Integrated Case Management System (ICMS) Integrate with other agencies’ systems (e.g., DCS, DWD, DOC, DOE) HIX Integration with DFR field operations IVR DOC Imaging Print and Mail Key outcomes We would like you to use the question period heavily Please ask questions during the period available Please do so early Be respectful of deadlines

Additional Information IDOA PROCUREMENT LINKS AND NUMBERS http://www.in.gov/idoa/2354.htm 1-877-77BUYIN (8946) For Vendor Registration Questions http://www.in.gov/idoa/2464.htm For Inquiries Regarding Substantial Indiana Economic Impact http://www.in.gov/idoa/2467.htm Link to the developing “one stop shop” for vendor registry with IDOA and Secretary of State. B. Secretary of State of Indiana: Can be reached at (317) 232-6576 for registration assistance. www.in.gov/sos C. See Vendor Handbook: Online version available at http://www.in.gov/idoa/files/vendor_handbook.doc Minority and Women Owned Business Enterprises: http://www.in.gov/idoa/files/Certification_List(48).xls for table of IDOA certified MBEs and WBEs. For more WBE’s information http://www.in.gov/idoa/2352.htm E. RFP posting and updates: Go to http://www.in.gov/idoa/2354.htm (select “State of Indiana Opportunities” link) Drag through table until you find desired RFP/RFI number on left-hand side and click the link.

Questions and Answers

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