1. W-2 Program – Procurement for 2013 Scope of Work, Required Systems and Monitoring Janice Peters, Director Bureau of Working Families

2. Scope of Work Programs Wisconsin Works (W-2) –Cash Assistance Placements –Unpaid Case Management Placements Emergency Assistance Job Access Loans Refugee Assistance Programs (RCA & RMA) Contracted Child Care (Optional)

3. W-2 Program Services Scope of Work Eligibility Determination Assessments Placement Decisions Employability Plan Development Case Management Service Provision Ongoing Eligibility Determination Case Closures

4. Required State Automated Systems Client Assistance for Reemployment and Economic Support (CARES) –Eligibility Determination –Case Management –Benefit (Cash Assistance) Issuance –Participant Tracking –Performance Outcome Claiming –CARES Worker Web (CWW), Main Frame

5. Required Systems (Continued) Barrier Screening Tool (BST) –Web Based Application Emergency Assistance Tracking System (EATS) –Web Based Application Electronic Case File (ECF) –Web Based Filing System

6. Required Systems (Continued) Central Office Reporting System (CORe) –Fiscal System –Expenditure Reporting –Contractor Payment Tracking –Fiscal Reports

7. Monitoring Program Operations Section (POS) –Madison Based –Program Compliance –Payment Claims Milwaukee Operations Section (MOS) –Milwaukee Contractors –Program Compliance –Contract Compliance –Payment Claims –Reporting Requirements

8. Monitoring (Continued) Bureau of Regional Operations (BRO) –Balance of State Contractors –Regional Offices (Madison, Waukesha, Green Bay, Rhinelander, Eau Claire) –Program Compliance –Contract Compliance –Payment Claims –Reporting Requirements

9. Monitoring (Continued) Partner Training Section –Compliance with Staff Training Requirements Bureau of Finance –Fiscal Policy Compliance –Audits

10. Previously Submitted Questions Additional Questions?

11. W-2 Program – Procurement for 2013 Narrative Response Items and Evaluation

12. Preliminary Review Received on Time Required Forms Submitted Form 5 – Proposer’s Checklist Acknowledging and Accepting all Specification in the RFP Proposals that Pass Preliminary Review – Move on to Technical Review

13. Technical Response Items Eight Narrative Response Items Four Annual Budgets 700 Total Points Two Step Process –Step One (200 Points) Evaluate Response Item A – Organizational Capacity Evaluate Response Item B – Transition Plan Proposals awarded 50 points or more on both items will proceed to Step 2

14. Technical Response Items (Continued) Two Step Process (continued) –Step Two (500 Points) Evaluate Response Item C – Service Delivery Model Overview (100 Points) Evaluate Response Item D – Job Attainment (80 Pts) Evaluate Response Item E – SSI/SSDI Attainment (60 Pts) Evaluate Response Item F – Meeting Federal Work Participation Rates (60 Pts) Evaluate Response Item G – Refugee Services (60 Pts) Evaluate Response Item H – Quality Management Plan (60 Pts) Evaluate Response Item I – Budget Appropriateness (80 Pts)

15. Previously Submitted Questions Additional Questions?

16. W-2 Program – Procurement for 2013 Payment Structure

17. Payment Structure Overview Maximum Budget per Area Capitated Amount Performance Payments Quarterly Work Participation Rate Performance Fee Reimbursement Cash Assistance Payments

18. Maximum Budget and Capitated Amount Maximum Budget –Based on historical spending and DCF estimated need. –DCF Targets add up to less than the Maximum Budget. –Provides additional funding for exceptional performance. –Cost proposal cannot exceed maximum budget. Capitated Amount –Cannot exceed 60% of the maximum budget. –Can be less. –Enrollment levels are based on historical (2011) caseload data. –Payments will be issued monthly based on prior month count of open cases. –DCF will determine the payment amount.

19. Performance Outcome Payments Five Performance Outcomes –Job Attainment –Long Term Participant –High Wage Job –Job Retention –SSI/SSDI Attainment Federal Work Participation Performance Fee DCF Targets based on historical performance with expected improvements. Unspent capitated payments may be used for performance payments only with prior approval from DCF. Payments will be claimed in CARES.

20. Cost Reimbursement and Centralized Benefits Cost Reimbursement for: –Emergency Assistance Payments. –Contracted Child Care. –Refugee Cash Assistance. –Refugee Services funded by Office of Refugee Resettlement Cash Assistance (W- 2 Benefits) –Issued from Madison based on CARES entries. –Sum Certain funding. –Expenditures will be managed statewide by DCF.

21. Start up and Prepayments There will not be any start up funding or prepayments under this contract. Proposers must demonstrate that they have sufficient resources to start up and operate the program. –First reimbursement payment will be January 18, 2013. –First Capitation and Performance Outcome payment will be February 15, 2103. Allowable costs for purposes of federal reporting associated with start up/transition must be reported to DCF.

22. Previously Submitted Questions Additional Questions?

23. W-2 Program – Procurement for 2013 Cost Proposal

24. Step 3 of the Evaluation –Capitation Rate (100 Points) –Performance Outcomes (200) May earn more than 200 points on the performance outcomes cost proposal.

25. Capitated Rate 100 Points The proposer may propose a lower capitated rate than the departments target and earn proportionally more points. If the proposer proposes fewer enrollments in W- 2 than the department target, they will not only earn fewer proportional evaluation points, they will also be required to serve enrollees above their proposed target without additional compensation.

26. Capitated Example DCF enrollment target 2,000 worth 50 points DCF capitated rate (monthly) $100 worth 50 points Proposers Bid –Enrollment 1,750 –Capitated rate $80 Evaluation: Enrollment (1,750 / 2,000) * 50 points = 43.75 Rate ( $100 / $80 ) * 50 points = 62.5 Total Score = 43.75 + 62.5 = 106.25

27. Performance Outcomes Targets For each performance outcome the department has defined: –A target price (p) –A target quantity (q) The budget for each payment outcome is price x quantity $500 X 1,000 = $500,000

28. Cost Proposal on Performance Outcomes A proposer can select to accept DCF’s target price on any payment outcome. I they do they will be awarded 20 points. A proposer can select to accept DCF’s target quantity on any payment outcome. If they do they will be awarded 20 points The proposers total performance outcome cost proposal across all pay points plus the capitated rate proposal can not exceed the total budget.

29. Proposers Options-Price A proposer can select to propose a price lower than DCF’s target price for which they will receive proportionately more points. A proposer can select to propose a price higher than DCF’s target price for which they will receive proportionately fewer points Proposers can not propose a price higher than 50% above DCF’s target price

30. Proposer Options-Quantity Proposers can select to propose a quantity lower than DCF’s target quantity for which they will receive proportionately fewer points. Proposers can select to propose a quantity higher than DCF’s target quantity for which they will receive proportionately more points. Proposers can not propose a quantity lower than 50% below DCF’s target quantity.

31. Performance Computation Proposer’s price will be compared against DCF’s target price (DCF Price/Proposer’s price) x 20 points = price score ($500/$400) x 20 points = 25 points Proposer’s quantity will be compared against DCF’s target quantity Proposers quantity/DCF’s quantity) x 20 points = quantity score (600/1000)x 20 points = 12 points Total Score = Price score plus Quantity Score 25 points + 12 points = 37 points

32. Total Performance Score Proposers total performance outcomes score will be the sum of its individual payment outcomes score summed across all five payment outcomes. S1 + S2 + S3 + S4 +S5 = Total Performance Score 37 points + 40 Points + 33 points + 24 points + 45 points = 179 Points

33. Total Cost Proposal Score This is the sum of the –Capitated Score + Performance Score –106.25 + 179 = 285.25 = Cost Proposal The sum of the entire score is: Technical Response Score Plus Cost Proposal Score 487.5 points + 285.25 points = 772.75 Points

34. Summary The evaluation is the sum of the narrative responses (700 points) as to how the proposers will carry out the duties of a W-2 agency. Plus the cost proposal scores (300 points) on economic efficiency compared to DCF’s targets for price and quantity for both capitation and performance pay points.

35. Previously Submitted Questions Additional Questions?