1. 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

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

3. 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.

4. 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.

5. 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.

6. 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

7. 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

8. 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

9. 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

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
Must be used to provide the goods or services specific to the contract
National Corporate Diversity Plans are generally not acceptable

13. Minority and Women’s Business Enterprises
TOTAL BID AMOUNT:

14. 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

15. 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

16. 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

17. 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

18. Additional Information
IDOA PROCUREMENT LINKS AND NUMBERS
BUYIN (8946) For Vendor Registration Questions
For Inquiries Regarding Substantial Indiana Economic Impact
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) for registration assistance.
C. See Vendor Handbook:
Online version available at
Minority and Women Owned Business Enterprises:
for table of IDOA certified MBEs and WBEs. For more WBE’s information
E. RFP posting and updates:
Go to (select “State of Indiana Opportunities” link)
Drag through table until you find desired RFP/RFI number on left-hand side and click the link.

19. Questions and Answers

20. Thank You