pre-bid conference rfp 2012 – 02 january 31, 2012 10:00am – 12:00 patty fontneau, ed & ceo...
TRANSCRIPT
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Pre-Bid ConferenceRFP 2012 – 02
January 31, 201210:00am – 12:00
Patty Fontneau, ED & CEOGary Schneider, PM
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Today’s Program• Welcome, Introductions and Background
• Points of Emphasis
• Acquisition Schedule
• Project Scope and Timeline
• RFP Content and Proposal Response
• Q&A and Wrap-up
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Welcome, Introductions and Background
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Welcome and Introductions
• Patty Fontneau, COHBE Executive Director and CEO
• Gary Schneider, COHBE Project Manager
• Members of the Evaluation Team
• Members of the COHBE Board
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Background
• COHBE is a public non-profit organization, created in May 2011 by SB11-200
• COHBE is governed by a Board of Directors, comprised of representatives from consumer groups, small businesses, insurers, providers and State agencies
• SB 11-200 also established a joint Legislative Health Benefit Exchange Implementation Review Committee to help direct the work of the Exchange
• In December, COHBE submitted a request for a Level 1 Establishment grant from the federal government to provide funds for the start-up of the Exchange entity and to fund initial systems and services acquisition
• COHBE is expected to remain a small organization assisted by a robust team of contractors
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Points of Emphasis
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Points of Emphasis1. The quality of the user experience to navigate from logging in, through
eligibility to enrollment with the minimal number of clicks, screens, look-ups, etc.; the quality of the customer experience through the contact center is important
2. Solution should contain the features, functions and services to support small employers and brokers that serve them as well as services to promote the SHOP Exchange
3. Address the needs of the target demographic who are expected to use the Exchange; this includes large populations of individuals and households who will likely move back and forth across eligibility boundaries requiring changes in enrollment; the needs of the state’s rural population and participating Native Americans must also be addressed in the solution
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4. Sound interoperability between the Exchange systems and the State Medicaid and Division of Insurance systems to manage the expected increase in customers without degrading customer service; verification of MAGI information will be performed by the Exchange and will use the federal data hub
5. Establish and support an operating model that minimizes operational costs in order to ensure the Exchange’s financial viability after 2015 and the desire to have a partnership that will work with COHBE to achieve sustainability
6. Flexibility in the solution to enable evolution of Exchange technology, services and business operations as the market develops and other dynamics play out
Points of Emphasis
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7. RFP identifies four distinct service and technology solution components which may be bid separately; the intent is to provide COHBE the latitude to select individual components of a Proposer’s solution
8. Aggressive timeframe to meet State and federal deadlines and present a coherent implementation and deployment plan that meets these commitments
9. Identify and comment on expected implementation and operational risks and present mitigation actions to address these risks
10. Process is intended to provide Proposers some latitude to propose optional solution components, partnering arrangements, etc., want to tap creativity and experience of the vendor community particularly for developing and operating the small group market
Points of Emphasis
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Acquisition Schedule
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COHBE ACQUISITION SCHEDULE
NOTICE: COHBE reserves the right, at its sole discretion, to adjust this schedule as it deems necessary.
EVENT DATE/End of Day Mountain Time 1. COHBE Releases RFP January 23, 2012
2. Pre-Bid Vendor ConferenceJanuary 31, 2012
10:00 am Mountain Time
3. Deadline for Submitting Written Questions Requesting Clarifications February 3, 20125:00 pm Mountain Time
4. Deadline for COHBE to Post Final Responses to Written QuestionsFebruary 10, 2012
5:00 pm Mountain Time
5. Proposal Submission Deadline (RFP Closing Date)February 27, 2012
5:00 pm Mountain Time
6. Notification of Vendors Selected for Software Demonstrations, Orals and/or Discovery March 9, 2012
7. Product Demonstrations, Orals and Discovery Sessions March 19 to March 23, 2012 8. COHBE Issues a Call for Best and Final Offers (BAFOs) March 26, 2012 9. Deadline for Vendor BAFO Responses April 2, 201210. COHBE Conducts Evaluation of BAFOs April 2 to April 9, 2012
11. Evaluation Committee Recommendation to the COHBE Board April 9, 2012
12. Vendor(s) Notified of Selection(s) April 9, 2012
13. Begin Contract Negotiations w/ Selected Vendor(s) including drafting SOW(s) April 11 to May 4, 2012
14. Award / Contract Signed May 4, 201215. Detailed Project Plan Submitted to COHBE PMO May 10, 201216. Project Kick-off Meeting May 10, 2012
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Project Scope and Timeline
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Project Scope• Four solution components
• Interoperability requirements between the Individual Exchange and the State eligibility systems, MPI and security
• Business development for the SHOP Exchange
• Data warehouse and analytical capabilities
• Systems integration and project management
Solution Component Set
Individual Solution Component Bidding Dependencies
Individual Exchange Technology
1.A. Individual Exchange Application and Implementation 1.B. Individual Exchange Application Maintenance and Support and Hosting
1.A. and 1.B. must be bid together
Individual Exchange Development and Services
1.C. Individual Exchange Contact Center, Services, Training & Outreach
1.C. may be bid independent of all other solution components
SHOP Exchange Technology
2.A. SHOP Exchange Application and Implementation 2.B. SHOP Exchange Application Maintenance and Support and Hosting
2.A. and 2.B. must be bid together
SHOP Exchange Development and Services
2.C. SHOP Exchange Contact Center, Administrative Services, Training and Outreach and Business Development and Operations
2.C. may be bid independent of all other solution components
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Project Scope
SHOP ExchangeEmployers,Employeesand BrokersSolution Component
2.A. and 2.B.
Individual ExchangeHouseholds &Small BusinessEmployeesSolution Component
1.A. and 1.B.
State ProgramsHouseholdsseeking public assistance,i.e. Medical, Food or Cash Assistance
Pre-screening
SHOPExchange
PEAKHomepage
IndividualExchange
Account Mgmt & MPI
EligibilityDetermination
Plan Selection &Enrollment
MAGI(including interfacing w/ federal data hub)
Set-up Employee Roster
Create Account
MMISCBMS
Pre Screening
Enrollment inCarrier Systems
Create Account
Review Subsidy/Out-of-Pocket Costs
Select Plan & Enter Enrollment Information
Interface Enrollment
Information to Carriers’ Systems
Review Out-of-Pocket Costs
Select Plan & Enter Enrollment Information
Eligible for Employer Plan &
Amount of Coverage
Interface Enrollment
Information to MCO Systems
High Level Architecture and System Boundaries
HouseholdMember(s) Eligible for
Medical or HS Programs
100 – 150K
Boundary between COHBE and State Systems
Boundary between COHBE and State Systems
PEAKLog-in Page
PEAKBenefits
Selection/Application
14K – 33K
200K – 400K
Modifications to State systems is out-of-scope
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COHBE Exchange Implementation High-Level Timeline
Procure IT Systems & Services for Individual Exchange
COHBE Certificationby HHS
01/12 03/12 05/12 07/12 09/12 11/12 01/13 03/13 05/13 07/13 09/13
2012
Individual ExchangeIntegration Testing and Establish
Support Services
Design/Build/Test Individual Exchange System (including Interface w/ Federal Data Hub and State Systems), Contact Center and Services
2013
Individual ExchangeTechnology and Customer Contact Center and Services Pilot Phase
07/01/13 – 09/15/13
Individual Exchange Deployment
Procure IT Systems & Services for SHOP Exchange
SHOP ExchangeIntegration Testing and Establish
Support ServicesDesign/Build/Test SHOP Exchange System, Contact Center and Services
SHOP Exchange Technology and Customer Contact Center and Services Pilot Phase
05/01/13 – 08/15/13
SHOP Exchange Deployment
ContractAward05/04/12
Full Deployment
09/01/13
Full Deployment
10/01/13
ContractAward05/04/12
Draft and Submit APD for PEAK/CBMS and Other State
Systems
State SystemsIntegration Testing and Establish
Support ServicesDesign/Build/Test State Systems (including Interfaces with Individual Exchange)
Modifications to State Medicaid and Other Supporting Systems Pilot Phase
07/01/13 – 09/15/13
State Systems Deployment
Full Deployment
10/01/13
APD Approved
Modification to state systems to be performed by others
Timeline
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RFP Content and Proposal Response
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RFP ContentRFP Section Content Purpose & Comments
Section 1 RFP Purpose, Points of Emphasis, Background and Concept of Operations
Informational
Section 2 General and Administrative Information and Timeline
Informational
Section 3 Exchange Contact Center, Administrative Services and Technology Project Scope
Proposal response: Address each scope element as per the instructions in Section 4; additional scope definition in Appendices 1 - 8
Section 4 Proposal Response Content and Format
Proposal response: Instructions and outline; note corresponding Subsections of Section 3
Section 5 Proposed Master Services Agreement
Proposal response: Review and identify exceptions to proposed MSA; proposed MSA is in Appendix 11
Section 6 Forms Proposal response: Complete required forms; Expression of Interest form should be sent to COHBE immediately; other two forms (signature sheet and references) must accompany proposal
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RFP ContentRFP Section Content Purpose & Comments
Appendix 1A Functional and Technical Requirements
Proposal response: Provide fit rating and include in APPENDIX 1 of Response; Include level of effort and price to address technology solution functional and technical gaps or explain alternative to meeting requirement
Appendix 1B Customer Contact Center Questions and Requests for Information
Proposer response: Approximately 200 question and requests for information regarding qualifications to establish and operate the contact center and to perform administrative services
Appendix 2 Business Process Maps Informational: Twelve business process maps illustrating common Exchange activities in the context of the high-level Exchange – interoperability architecture
Appendix 3 Interoperability with State Medicaid Systems and Business Process Maps
Informational: Supplement to Appendix 1A; use to price services to meet interoperability requirements
Appendix 4 Reporting, Business Intelligence, Performance Management and Key Performance Indicators
Informational: Supplement to Appendix 1A; Use to price BI/PM implementation products and services
Appendix 5 Technical Architecture Proposal response: Examples of requested technical architecture and network diagrams
Appendix 6 Hosting, SLAs and Continuity of Operations
Proposal response: Acknowledgement of requirements and performance expectations; use to price technology and services
Appendix 7 Interface Requirements and Descriptions
Informational: Supplemental information on interfaces between Individual Exchange and state systems; use to price interface implementation interface services
Appendix 8 Deliverables Informational: Expected implementation deliverables; use to further understand scope and to price related services
Appendix 9 Deliverable Review and Acceptance Process
Informational
Appendix 10 Change Control Process InformationalAppendix 11 Master Services Agreement (MSA) Proposal response: Referenced in Section 5; Proposer notes exceptions to MSA
and includes mark-up as APPENDIX 2 in Technical ProposalAppendix 12 Liquidated Damages InformationalAppendix 13 Cost Proposal Schedule Proposal Response: Excel worksheets to be completed by bidder to capture
pricing of solution components for comparative analysisAppendix 14 Acronyms Informational
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Proposal Response – Technical ProposalOutline of Proposer’s Technical Proposal ResponseTechnical Proposal
TAB Section and Contents RFP Reference
Title Page 4.2.1TAB A Transmittal Letter 4.2.2TAB B Table of Contents 4.2.3TAB 1 Executive Summary 4.2.4TAB 2 Corporate Qualifications and Experience 4.2.5TAB 3 Proposer Corporate Information 4.2.6TAB 4 Subcontractor Corporate Information 4.2.7
TAB 5Exchange Application Solution – Individual and/or SHOP Technology Application, Implementation, Hosting and Maintenance and Support – Individual Exchange Solution Components 1.A. & 1.B. and SHOP Exchange Solution Components –2.A. & 2.B., respectively
4.2.8
Individual Exchange Contact Center, Administrative Services and Training and Outreach and/or SHOP Contact Center, Administrative Services, Training and Outreach and Business Development and Operations – 1.C. & 2.C., respectively
TAB 6 Performance Expectations 4.2.9TAB 7 References 4.2.10TAB 8 Staffing and Facilities 4.2.11TAB 9 Proposer Assumptions 4.2.12TAB 10 Lessons Learned 4.2.13TAB 11 Alternative Approaches 4.2.14APPENDIX 1 Response to Requirements Workbook 4.2.15APPENDIX 2 Exceptions to Proposed MSA 4.2.16 and
Appendix 11
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Section 4 – Proposal ResponseSection 3 – Services & Technology Scope
3.4.2.1 SHOP Exchange Technology Application, Implementation, Maintenance and Support and Hosting – Solution Components 2.A and 2.B
3.4.2.1.1 SHOP Exchange Application
3.4.2.1.2 SHOP Exchange Implementation (Appendices 1, 2, 4, 5, 6, 9, 10, 11, 17)
3.4.2.1.3 SHOP Exchange Maintenance and Support and Hosting
3.4.2.2 SHOP Business Development, Contact Center and Other Services
4.2.8.4 SHOP Exchange Application response
4.2.8.5 SHOP Exchange Implementation response
4.2.8.6 SHOP Exchange Maintenance and Support and Hosting response
4.2.8.7 SHOP Business Development, Contact Center and Other Services response
Sections 3 and 4 are closely related:
• Section 3 defines the scope (narrative and requirements) for specific solution components
• Section 4 describes how the response (to the specific section) should be structured and what it should contain.
Proposal Response – Technical Proposal
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• There are eight Requirements Workbooks which identify key business and technical requirements for the Individual and SHOP Exchanges
• Most requirements apply to both the Individual and SHOP Exchange solutions
• The Requirements workbooks will help COHBE to understand the gaps in existing solution functionality
• Requires Proposers to assess their proposed solution against the requirement and provide a fit rating as follows:
• “5” meets requirement out-of-the-box• “3” requires minor configuration and/or customization• “1” requires significant configuration and/or customization• “0” solution cannot be modified to meet requirement
• If the fit rating is “3” or “1” the Proposer is required to provide the fixed-price cost (hrs and $) to meet the requirement (includes analysis/design, build, test, deploy, document)
• These individual estimates across the nine worksheets is entered into the Cost Worksheet (Schedules 3.a and 3.b for the Individual Exchange and Schedules 8.a and 8.b for the SHOP Exchange
Proposal Response – Requirements WorkbookAppendix 1A
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Proposal Response – Requirements WorkbookAppendix 1A
Requirement # Requirement M M/F O Fit/Gap 0 to 5 Description of Gap Proposed Resolution of Gap Expected Effort Hrs Expected Effort $
PS010The system shall display health insurance plans for which the individual and/or members of the household are eligible, including SHOP plans. M
PS020The system shall display plans in a consistent format showing relevant information (e.g. carrier, price, deductable, network, rating). M
PS030
The system shall present plans by metal levels of coverage (Bronze, Silver, Gold or Platinum) to enable side-by-side comparison of similar plans, i.e. sliver and gold from each carrier. M
PS040The system shall present plans in a default order based on one or more of the plan attributes. M
PS050
The system shall enable the customer to search based on various criteria, including: -net price (plan cost less subsidy or employer contribution)-deductable-location/availability of network and out of network providers-rating (to be developed by COHBE)-health specialty area-options M
PS060
The system shall enable the user to sort search results in a tabular format based on various sort criteria, including: -net price (plan cost less subsidy or employer contribution)-deductable-location/availability of network and out of network providers-rating-health specialty area-options M
COHBE Exchange Requirements SetPS - Plan Selection
Plan Shopping
Proposer Fit Rating Response Codes: In the "Fit/Gap" column provide a number rating indicating to what level the proposed solution meets the requirement.
Fit Rating 5: Solution meets the requirement without any customization or configuration to implement.
Fit Rating 3: Solution mostly meets the requirement, but will require minor customization or configuration to implement.
Fit Rating 1: Solution somewhat meets the requirement, but will require significant customization or configuration to implement.
Fit Rating 0: Solution does not meet the requirement at all, and cannot do so through customization.
M = mandatoryM/F = mandatory but flexible
O = optional
Description of how Proposer intends to address gap
Description of gap is important for COHBE’s understanding
Estimated hours and fixed-price estimate to address
functional or technical gap
Note: the completed Requirements Workbook will be APPENDIX 1 in the Technical Proposal
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• Appendix 1B is related to the customer contact center and contains approximately 200 questions and requests for information regarding start-up and operations
• Topics:
Proposal Response – Appendix 1B
• ACD, IVR• Voice analytics, non-voice support,
on-line chat• Email, social media• Reporting and analytics• Back office operations• Compliance• IT and data security• Contact center methodology and
approach
• General information (company information, contact center experience, etc.)
• Recruiting, hiring and HR processes• Training programs (staff)• Workforce planning and staffing• Reporting• Quality assurance and quality control• Process improvement• Account management• Contact center tools and technology
• Proposers should respond to each question/request topic and submit under TAB 5 of the Technical Proposal
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Proposal Response – Master Services Agreement (MSA) – Appendix 11
• The MSA will provide the overall contractual framework for the multi-year agreement
• There may be multiple MSAs depending on the number of awards
• Contract will evolve based on this process
• Proposers should identify sections of the MSA that are objectionable and suggest alternate or additional language
RFPProposal includes
redline of MSA
BAFOProposal SOW
Negotiations
MSA
SignedContract
(MSA and SOW)
Note: the “redlined “ MSA will be APPENDIX 2 in the Technical Proposal
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Proposal Response – Cost ProposalOutline of Proposer’s Cost Proposal ResponseCost Proposal (Submit separate from Technical Proposal, i.e. separate binder (hardcopy) and files (softcopy)TAB/Section and Content RFP ReferenceTitle Page 4.3.2TAB A Table of Contents 4.3.3TAB B Executive Summary 4.3.4TAB C Administrative Requirements 4.3.5
TAB 1Schedules 1a and 1b – Individual Exchange Total Cost of Ownership Summary for Three and Five Years 4.3.6.1
Schedules 2a and 2b – Individual Exchange Technology Application for Three and Five Years – Solution Component 1.A, including product licensing (if applicable)
4.3.6.2
Schedules 3a and 3b – Individual Exchange Implementation for Three and Five Years – Solution Component 1.A
4.3.6.3
Schedule 4a and 4b – Individual Exchange Technology Application Maintenance and Support and Hosting for Three and Five Years – Solution Component 1.B
4.3.6.4
Schedule 5a and 5b – Individual Exchange Contact Center, Administrative Services and Contact Center for Three and Five Years – Solution Component 1.C, including the option of a Contractor or a COHBE-furnished CRM application
4.3.6.5
TAB 2Schedule 6a and 6b – SHOP Exchange Total Cost of Ownership Summary for Three and Five Years 4.3.7.1
Schedule 7a and 7b – SHOP Exchange Technology Application – Solution Component 2.A, including product licensing (if applicable)
4.3.7.2
Schedule 8a and 8b – SHOP Exchange Implementation Deliverables Payment for Three and Five Years – Solution Component 2.A
4.3.7.3
Schedule 9a and 8b – SHOP Exchange Application Maintenance and Support and Hosting for Three and Five Years – Solution Component 2.B
4.3.7.4
Schedule 10a and 10b – SHOP Exchange Contact Center, Administrative Services, Training and Outreach for Three and Five Years – Solution Component 2.C., including the option of a Contractor or a COHBE-furnished CRM application
4.3.7.5
TAB 3 Schedule 11 – Labor Rates 4.3.8TAB 4 Optional Costs 4.3.9TAB 5 Other Pricing Considerations and Information Requested 4.3.10TAB 6 Proposer Cost Assumptions 4.3.11TAB 7 Staffing Plan 4.3.12
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Proposal Response – Cost ProposalExcel Workbook contains nine worksheets (TABS):• Worksheet TAB 1.A and 1.B – Individual Exchange 3-year and 5-year fixed-price bid
for technology and services
• Worksheet TAB 2.A and 2.B – SHOP Exchange 3-year and 5-year fixed-price bid for technology and services
• Worksheet TAB 3 – Labor Rates (rate card) – for 2012, 2013, 2014
• Worksheet TAB 4 – Optional Costs – for any additional technology or services proposed by the Proposer
• Worksheet TAB 5 – Other Pricing Considerations – for Proposer proposed alternative pricing proposals
• Worksheet TAB 6 – Assumptions – state assumptions that have a material affect on pricing (be specific as to which assumptions impact which pricing elements)
• Worksheet TAB 7 – Staffing Plan – provide expected staffing profile from May 2012 – June 2014
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Proposal Response – 3 and 5-Year Cost Proposal
Total Cost of Ownership of Technology is comprised of licensing, Implementation
Services, Maintenance & Support and Hosting (roll-up, no data entry)
If the Proposer offers a perpetual license to the application for a one-time cost enter the
amount here
Pricing for implementation is based on the services provided and will be paid through a
series of deliverables
Maintenance & Support and Hosting (see requirements)
Refer to RFP Section 4.3 for instructions for completing each schedule of the Cost Proposal.
Enter values into yellow cells.Vendor Name:TAB 1 Individual Exchange Three-Year Cost Proposal
Schedule 1a – Individual Exchange Total Proposed Three-Year Cost – excluding Schedule 5Licensing &
Implementation 2014 2015 2016 TotalSchedule 2 – Technology Application License – 1.A. $ - -$ Schedule 3 – Application Implementation – 1.A. - Schedule 4 – Maintenance, Support & Hosting – 1.B. -$ -$ -$ Total Technology 3-Year Cost of Ownership -$
Schedule 2a – Solution Component 1.A. – Individual Technology Application License2013
Application License
Hours Blended Rate ext'd $
Project Management -$ Technical Architecture/Infrastructure DesignRqmts Val/Analysis/Bus Process Des/Software ConfigReporting and Business IntelligenceEnhancements and Modifications (from Appendix 1 Requirements Worksheets)Interface DevelopmentForms & NoticesSecurity, Configuration & ManagementTestingTrainingDocumentation Other (provide specific description of service) Other (provide specific description of service) Other (provide specific description of service)
Total Technology Implementation Services - -$ Estimated FTEs (calculated based on 160 hrs/mo) 0.0
2014 2015 2016 TotalApplication Maintenance & Support -$ Application HostingTotal – System Operations
Schedule 4a – Solution Component 1.B. – Individual Exchange Application – Three-Year Maintenance, Support & Hosting
Schedule 3a – Solution Component 1.A. – Individual Exchange Application Implementation – Services Hours
Pricing for enhancements and modifications is based on the sum of the fixed-price costs to
address the gaps identified in the Requirements Worksheets (Appendix 1A)
If the Proposer is proposing for both the Individual and SHOP Exchanges, Proposer should only complete the cost schedules for the 3-year and 5-year term
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Proposal Response – 3 and 5-Year Cost Proposal
Proposers are given some flexibility to structure pricing for implementation of the
services solution component
Contact center services have an initial 4-month pricing period; Proposer will be
required to change from an hourly rate to a productive per minute rate
Detail and describe all start-up items $
Item #1Item #2Item #3Item #4Item #5Item #6Item #7Item #8Item #9Item #10
Total – operational start-up
1) Hourly rate for first 4 months of live operations
Given the following assumptions, complete items 2 – 16:a) 80% of calls & chats answered within 45 secondsb) Abandonment rate <=3.0% c) No fast busy or blocked calls d) Average time for completed enrollments
80% within 1 business days 100% within 3 business days
e) Average response for email & correspondence80% within 2 business days 100% within 5 business days
f) Attrition training to be included in rate.g) Average handle time, first call resolution, and transfer rate to be finalized after baseline period.
2014 2015 2016Individual Exchange Enrollment (moderate) 216,000 324,000 425,000
Give your assumed # of calls based on the above enrollments: 2) Call and Chat Productive Price per Minute – English3) Call and Chat Productive Price per Minute – Spanish4) Call and Chat Overtime Price per Minute – English5) Call and Chat Overtime Price per Minute – Spanish6) Other Call Language(s) Price per Minute
7)
Initial Ramp-up Training rate (per hour) or Up-Training Rate for all pre-approved up-training in excess of 12 hours per Agent per quarter.
8) Hourly rate for future curriculum design and development9) Written correspondence – Cost per completed transaction:10) Overtime rate for completed written correspondence transactions.11) Email Cost per completed transaction 12) Overtime rate for completed email transactions13) Overtime hourly Rate for any COHBE pre-approved work requirements14) Mail Room Services on an hourly basis 15) Telecom Charges per minute16) Any other applicable cost
Productive Price per Minute: Average Handle Time which equals Average Talk Time + after Call Work
Schedule 5a – 1.C., Part 3 – Individual Exchange Services, Training & OutreachAlternative Pricing (PMPM) – post-baseline period PMPM fully loaded rate
After the first 4 months (baseline period) of operational experience, COHBE will require the vendor to move pricing from an hourly rate to a productive per minute
Note: COHBE reserves the right to acquire the CRM application and other applicable contact center technologies with mutual agreement on pricing.
Schedule 5a – 1.C., Part 1 – Individual Exchange Services, Training & Outreach – Start-up
Schedule 5a – 1.C., Part 2 – individual Exchange Services, Training & Outreach – ongoing operations
Contact center services must also be priced on a PMPM basis
If the Proposer is proposing for both the Individual and SHOP Exchanges, Proposer should only complete the cost schedules for the 3-year and 5-year term
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Proposal Response – Forms
FormsForm 1 Expression of Interest Send in immediately RFP Section 6.0Form 2 Signature Sheet Submit with proposal RFP Section 6.0Form 3 References Submit with proposal RFP Section 6.0
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Q&A and Wrap-up
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COHBE ACQUISITION SCHEDULE
NOTICE: COHBE reserves the right, at its sole discretion, to adjust this schedule as it deems necessary.
EVENT DATE/End of Day Mountain Time 1. COHBE Releases RFP January 23, 2012
2. Pre-Bid Vendor ConferenceJanuary 31, 2012
10:00 am Mountain Time
3. Deadline for Submitting Written Questions Requesting Clarifications February 3, 20125:00 pm Mountain Time
4. Deadline for COHBE to Post Final Responses to Written QuestionsFebruary 10, 2012
5:00 pm Mountain Time
5. Proposal Submission Deadline (RFP Closing Date)February 27, 2012
5:00 pm Mountain Time
6. Notification of Vendors Selected for Software Demonstrations, Orals and/or Discovery March 9, 2012
7. Product Demonstrations, Orals and Discovery Sessions March 19 to March 23, 2012 8. COHBE Issues a Call for Best and Final Offers (BAFOs) March 26, 2012 9. Deadline for Vendor BAFO Responses April 2, 201210. COHBE Conducts Evaluation of BAFOs April 2 to April 9, 2012
11. Evaluation Committee Recommendation to the COHBE Board April 9, 2012
12. Vendor(s) Notified of Selection(s) April 9, 2012
13. Begin Contract Negotiations w/ Selected Vendor(s) including drafting SOW(s) April 11 to May 4, 2012
14. Award / Contract Signed May 4, 201215. Detailed Project Plan Submitted to COHBE PMO May 10, 201216. Project Kick-off Meeting May 10, 2012