Enterprise Medicaid System Project Management Request for Proposal 13-6

1. Enterprise Medicaid SystemProject ManagementRequest 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

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 317.233.3818 • 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.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. Minority and Women’s Business Enterprises • 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

14. Minority and Women’s Business Enterprises RFP MWBE Scoring Example

15. Additional Information Indiana Department of Administration:http://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.gov • http://www.in.gov/idoa/minority: link to more information and full listing of IDOA certified Minority and Women owned Businesses Indiana Secretary of State: http://www.in.gov/sos • For registration assistance, call (317) 232-6576 Indiana Office of Technology: http://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