1. © 2012 Commonwealth Corporation 1 Welcome Health Care Workforce Transformation Fund Bidders’ Webinar Telephone Lines are Muted Presenter Karen Shack, Commonwealth Corporation August 8, 2013 Dial in to our conference line for the audio. Call: 1-888-265-4641 When prompted, enter pass- code: 2300388045

2. © 2012 Commonwealth Corporation 2 Today’s Webinar Will Cover… Brief Introduction of Chapter 224 Overview of Request for Proposals Grant Application Package Attachments Solicit Questions about the RFP or Application Package If you encounter any technical issues during this session please contact Angela Holley at 617-717-6911.

3. © 2012 Commonwealth Corporation 3 Presentation AreaChat Box Attendee List Status

4. © 2012 Commonwealth Corporation 4 Where to Find the RFP www.commcorp.org Front page of website- bottom left corner

5. © 2012 Commonwealth Corporation 5 About Chapter 224 “An Act Improving the Quality of Health Care and Reducing Costs through Increased Transparency, Efficiency and Innovation”; Chapter 224: Health Care Workforce Transformation Fund Goals: Assigns responsibility for the funds to Secretary of Labor and Workforce Development Establishes a Health Care Work Force Transformation Fund Advisory Board Mandates 20% of funds be transferred to DPH for focus on primary care Designates establishment of a competitive grant process as method to disperse remaining funds.

6. © 2012 Commonwealth Corporation 6 Target of Health Care Transformation Funds Support development and implementation of programs to enhance health care worker retention rates; Address critical health care workforce shortages; Improve employment in the health care industry for low income individuals and low wage workers; Provide training, educational or career ladder services for unemployed or underemployed health care workers seeking new positions or responsibilities within health care industry; Training or educational services for health care workers in emerging fields of care delivery models.

7. © 2012 Commonwealth Corporation 7 Why a Planning Grant RFP? As a result of input from stakeholders and the Advisory Board, the decision was made to release a Planning Grant RFP to provide applicants with funds to support planning that will help them to address workforce challenges that occur as a result of the requirements of implementing Chapter 224. Intend to release an Implementation Grant RFP early Spring 2014; applicants will not need to be planning grantees to apply for implementation funds

8. © 2012 Commonwealth Corporation 8 Goals of the Grant Program To address workforce challenges related to the implementation of Ch. 224 that can be addressed through education and training; A structured plan of action to address the need

9. © 2012 Commonwealth Corporation 9 Fundable Activities Assess skills/competencies of current employees Assess relevance, quantity, quality of existing trng. or education programs that serve as workforce supply Develop plan to deliver required trng./education to current employees Develop a plan to improve or create programs to supply future workers Develop a plan to fill vacancies created by training current workers for higher level jobs Other activities required to develop a plan to address your expressed business need.

10. © 2012 Commonwealth Corporation 10 Fundable Activities Curriculum may be developed with these grant funds and will be in the public domain

11. © 2012 Commonwealth Corporation 11 Desired Outcomes and Deliverables for Planning Grantees A mid-point narrative report submitted and reviewed; form will be provided Deliverables as outlined in your work plan Implementation Application or Final Report at end of grant period

12. © 2012 Commonwealth Corporation 12 Implementation Grant Preview Grants will provide up to $250,000 per grant Grant periods will not exceed 2 years Implementation applications will be available during the contracting period for all grantees- January 2014 Applicants for Implementation funds do not need to have been awarded Planning Grant Funds

13. © 2012 Commonwealth Corporation 13 Overview of the Planning Grant Funding Availability: $1 Million Match Requirement: No match required Rolling Applications: 10/1/13 -6/1/14 or when funds are obligated See chart in RFP p. 3 for detail Duration of Contracts: up to 4 months Maximum Amount per Grant: $15,000-$50,000

14. © 2012 Commonwealth Corporation 14 Applying for a Planning Grant Eligible Applicants Required Partners Summary Narrative Questions Staffing Plan Work Plan Memorandum of Agreement Budget Certificates of Good Standing Certification

15. © 2012 Commonwealth Corporation 15 Eligible Lead Applicants Health Care employers with operations in Massachusetts and that employ Massachusetts residents Health Care Business or Industry Associations OR Intermediary Organizations such as: Local workforce investment boards Labor organizations Joint Labor Management organizations Community-based organizations Institutions of higher education Vocational education institutions One-stop career centers Local workforce development entities Non-profit education, training and other service providers A lead applicant that is not a health care employer or health care business association must have Either a signed MOA with a healthcare employer that articulates goal of planning grant and roles/responsibilities- OR identify health care employer in the application with whom applicant will be partnering on planning activities. Page 4 of the Health Care Planning Grant RFP

16. © 2012 Commonwealth Corporation 16 Required Partner If workers at a participating employer are represented by a collective bargaining agreement, the labor union representing those workers must be a signatory to an MOA and an active participant in the planning. Page 4 of the Health Care Planning Grant RFP.

17. © 2012 Commonwealth Corporation 17 Part 1: Application Summary Form Cover Page Summary Level Information Project Summary will be shared publicly for all organizations awarded funding Page 13 of RFP.

18. © 2012 Commonwealth Corporation 18 Part 2: Application Narrative Form No more than 10 pages; 1. What business problem do you need to address that could be improved by training? 2. How does this business need relate to Chapter 224? 3. Describe briefly what planning you have already completed to address this identified challenge. 4. How do you propose to use the Planning Grant funds to address this challenge?

19. © 2012 Commonwealth Corporation 19 Part 3: Staffing Plan Please use the form to provide the names and organizations of all individuals who will be involved in the planning activities. If you intend to hire a staff person or consultant please note that the position exists but is not yet filled. Indicate who is responsible for the hiring.

20. © 2012 Commonwealth Corporation 20 Part 4: Work Plan Form Provide a detailed list of planning activities and note which staff person and organization is responsible and what timeframes will be required. Utilize the format provided in the application. If you need more space, expand the form.

21. © 2012 Commonwealth Corporation 21 Part 5a: Budget Health Care Workforce Transformation Fund Part 5a: Budget Form Name of Lead Applicant: DescriptionTotal Budget Request Salary & Fringe $ - Other Program Costs $ - Contracted Services $ - Indirect Costs $ - Total Budget Amount $ -

22. © 2012 Commonwealth Corporation 22 Part 5b: Budget Narrative Form (EXCEL) Forms are in Excel File Detailed instructions in RFP Budget Form (5a) Summary Level Budget Narrative (5b) Narrative explaining how funds will be used Rate @ Unit calculations Actual Costs vs. Cost Allocation Indirect costs not to exceed 10% of sub-total

23. © 2012 Commonwealth Corporation 23 Part 6: Memorandum of Agreement Review Draft version and revise the sample to customize it for your partnership If the lead applicant is a single health care employer with no additional partners, no MOA is required Must be signed by all partners Submit as PDF File with signatures.

24. © 2012 Commonwealth Corporation 24 Part 7: Certificates of Good Standing Must be submitted for all partners benefiting financially from Health Care Workforce Transformation funds Complete Part 7 to determine which partners must submit a Certificate of Good Standing (C.O.G.S.) C.O.G.S. must be less than 6 months old Certificates of Good Standing may be accessed online Allow time for any delay in receiving C.O.G.S C.O.G.S are required and must be submitted in order to meet threshold criteria Submit as PDF file

25. © 2012 Commonwealth Corporation 25 Part 8: Certification Must be signed by an authorized signatory for the lead applicant Submit as PDF file Page 22 of the RFP.

26. © 2012 Commonwealth Corporation 26 Evaluation Process and Criteria Threshold Screening Compliance Screening Has applicant identified a business need related to implementing Ch.224? To what extent does the Work Plan identify specific activities timeframe roles and responsibilities to achieve the goals of the grant? To what extent is the budget reasonable and relevant to proposed activities? Does the applicant and their partners have the capacity to complete the proposed activities within the grant period? Health Care Workforce Transformation Grant funds may not be used to take the place of other state funding.

27. © 2012 Commonwealth Corporation 27 Contract/Payments Commonwealth Corporation’s Standard Contract Terms and Conditions Funds disbursed on a cash reimbursement basis at mid-point and end of grant period through submission of invoice.

28. © 2012 Commonwealth Corporation 28 Application Submission October 1, 2013 by 12:00 noon Submit electronically and have health care planning grant in header Electronic copy sent to srs@commcorp.org.

29. © 2012 Commonwealth Corporation 29 Key Dates ActivityDate Rolling applications; see page 3 in RFP for details October 2013-June 2014 or available funding is committed Written Questions AcceptedPresent - June 1, 2014 ROUND 1 Applications DueOctober 1, 2013 at noon Applicants Notified of StatusJanuary 2014 Estimated Contract Start DateFebruary 2014 Planning activity ends; contract ends May 2014 Implementation Application or Final Report Submitted and Reviewed June 2014

30. © 2012 Commonwealth Corporation 30 Thank You! Health Care Workforce Transformation Fund Planning Grant Bidders’ Webinar Additional Questions Email all questions to kshack@commcorp.org All Questions & Answers will be posted to www.commcorp.org