Indiana Eligibility DeterminationServices System (IEDSS)

Request for Proposal 12-113

Pre-Proposal ConferenceMay 23, 2012

10:00AM

Molly Martin, Department of AdministrationFSSA 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 DatesActivity 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 EvaluationSummary 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

Bidder MBE % Pts. WBE % Pts. 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% 10.0 8.0% 10.0 20.0

Bidder 4 16.0% 11.0 0.0% -1.0 10.0

Bidder 5 0.0% -1.0 0.0% -1.0 -2.0

RFP MWBE Scoring Example

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 InformationIDOA PROCUREMENT LINKS AND NUMBERS

http://www.in.gov/idoa/2354.htm1-877-77BUYIN (8946) For Vendor Registration Questions

http://www.in.gov/idoa/2464.htmFor Inquiries Regarding Substantial Indiana Economic Impact

A. http://www.in.gov/idoa/2467.htmLink 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

D. 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

Thank You