1. Enterprise Medicaid System Project Management Request for Proposal 13-6 Pre-Proposal Conference July 19, 2012 Teresa Deaton-Reese Department of Administration

2. Agenda Introduction & General Information Purpose & Scope of RFP Key Dates Proposal Preparation Proposal Evaluation Minority and Women’s Business Enterprises Additional Information Questions and Answers

3. General Information Sign-in sheet for attendees Sign-in sheet and PowerPoint will be posted on State’s solicitation website Please hold questions until the end of the presentation Verbal responses not binding All questions must be submitted in writing by Friday, July 20th

4. Purpose of the RFP The purpose of this RFS is to select a vendor that can satisfy the State’s need for Project Management Assistance for its Enterprise Medicaid System. It is the intent of FSSA to contract with a vendor that provides quality Project Management Assistance specific to systems implementations for three projects: Core MMIS Data Warehouse/Decision Support System/Business Intelligence Solution Pharmacy Benefits Management

5. Scope of RFP The Contractor will be responsible for reviewing and then ensuring that all vendor deliverables meet scope, time, cost, and quality expectations; for status reporting for the three projects; and for providing subject matter expertise to support State staff in managing the three projects. Specific areas to be addressed include: Refer to Attachment D for a more detailed description of the work requirements. System Development Life Cycle (SDLC) Management Planning Phase Requirement’s Validation Phase Design Phase Development Phase Integration and System Testing Phase Installation and Acceptance Phase Operations and Maintenance Phase CMS Certification Project Management Integration Management Scope Management Time Management Cost Management Quality Management Human Resource Management Communication Management Risk Management Procurement Management Issue Management Change Management

6. Key Dates ActivityDate Issue of RFPJuly 11, 2012 Pre-Proposal ConferenceJuly 19, 2012 Deadline to Submit Written QuestionsJuly 20, 2012 Response to Written Questions/RFP Amendments July 27, 2012 Submission of ProposalsAugust 2, 2012 Contract AwardAugust 23, 2012

7. Proposal Preparation Use templates provided Cost Proposal (Attachment E) –Use Template provided and submit in Excel (i.e., not PDF) Business Proposal (Attachment F)

8. Proposal Preparation – Attachment E

9. Proposal Evaluation Summary of Evaluation Criteria: 1. Adherence to Mandatory Requirements –Pass/Fail 2. Management Assessment/Quality (Business & Technical Proposal) –40 points 3. Cost (Cost Proposal) –15 points available 4. Indiana Economic Impact –15 points 5. Buy Indiana –10 points 6. Minority (10) and Women Business (10) Subcontractor Commitment –20 points (2 bonus points awarded if certain criteria is met) * 102 Total Points

10. Minority and Women’s Business Enterprises Teresa Deaton-Reese, Department of Administration –tdeaton@idoa.in.gov or 317.233.3818tdeaton@idoa.in.gov Attachment A, MWBE form –Include sub-contractor’s letter of commitment Goals for Proposal –8% Minority Business Enterprise –8% Women’s Business Enterprise Commercially Viable

11. 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.htmhttp://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

12. Minority and Women’s Business Enterprises Sub-contractor Commitment Form: Sub-Contract Amount and Percentage of Total Bid must match Total Bid Amount to be taken from Cost Proposal (Attachment D)

13. MWBE scoring 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 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.1.252.503.755.006.257.508.7510.00 Minority and Women’s Business Enterprises

14. BidderMBE %Pts.WBE %Pts.Total Pts. Bidder 112.0%10.010.0%11.021.0 Bidder 26.0%7.54.0%5.012.5 Bidder 38.0%10.08.0%10.020.0 Bidder 416.0%11.00.0%10.0 Bidder 50.0%0.0%-2.0 RFP MWBE Scoring Example Minority and Women’s Business Enterprises

15. Additional Information Indiana Department of Administration: http://www.in.gov/idoa/prochttp://www.in.gov/idoa/proc View current solicitations and updates (Click State of Indiana Opportunities) Register as a bidder with the State of Indiana (Click Bidding on State Contracts) http://www.in.gov/idoa/2467.htm: link to Buy Indiana information and vendor registration with IDOA. For inquiries regarding substantial Indiana Economic Impact, contact buyindianainvest@idoa.in.govhttp://www.in.gov/idoa/2467.htmbuyindianainvest@idoa.in.gov http://www.in.gov/idoa/minority: link to more information and full listing of IDOA certified Minority and Women owned Businesseshttp://www.in.gov/idoa/minority Indiana Secretary of State: http://www.in.gov/soshttp://www.in.gov/sos For registration assistance, call (317) 232-6576 Indiana Office of Technology: http://in.gov/iot/2394.htmhttp://in.gov/iot/2394.htm Link to Information Technology (IT) Standards and Policies

16. Questions and Answers

17. Thank You Teresa Deaton-Reese tdeaton@idoa.in.gov