request for information (rfi) faculty trainers, …...2018/10/04 · o technical experts must...
TRANSCRIPT
NACHC RFI for Subject Matter Expertise - Page 1 of 17
Request for Information (RFI)
Faculty Trainers, Advisors, Technical Experts
Subject Matter Expertise: Various
See Attachment 1 for Specific SME
-----------------------------
RFI Released: October 4, 2018
Submission Deadline: Rolling Basis
Deadline for first round of consideration: October 22, 2018
Submissions reviewed quarterly thereafter
Points of Contact:
Training and Technical Assistance Department
National Association of Community Health Centers (NACHC)
Phone (301) 347-0400
Emily DeMent ([email protected]) or Gina Capra ([email protected])
NACHC RFI for Subject Matter Expertise - Page 2 of 17
Purpose
The NACHC Training and Technical Assistance (TTA) Program assists existing and potential health centers
in addressing operational demands while sustaining their health care access mission, a community
governance model and a commitment to cultural and linguistic competence in healthcare delivery to
underserved and vulnerable populations. Through a diverse cadre of subject matter experts and
increasingly diverse delivery venues, the NACHC TTA Program is highly utilized and must be well
prepared to respond to emerging healthcare delivery issues. Specifically, NACHC maintains a
professional training cadre to provide health center professionals with quality instruction and technical
assistance resources based in adult learning principles, advanced instructional design and an
understanding and application of technology to enhance TTA delivery. The U.S. Health Resources and
Services Administration (HRSA) Bureau of Primary Health Care (BPHC) provides resource support to
NACHC to improve health center operational and clinical outcomes through the provision of
coordinated, collaborative TTA. Organization Overview - National Association of Community Health Centers (NACHC)
Because Health Centers serve patients regardless of their abilities to pay, they depend on public
financial support and need a unified voice and common source for research, information, training, and
policy. To address these needs, the National Association of Community Health Centers (NACHC)
organized in 1971. NACHC works with Health Centers and state-based primary care organizations to
serve Health Centers in a variety of ways:
• Provide research-based advocacy for Health Centers and their clients.
• Educate the public about the mission and value of Health Centers.
• Train and provide technical assistance to Health Center staff and boards.
• Develop alliances with private partners and key stakeholders to foster the delivery of primary health care services to communities in need.
Request for Information
Through this Request for Information (RFI), NACHC is seeking information on organizations/individuals
who are qualified to provide training services (as faculty, advisors, or technical experts) to health center
professionals in order to advance the operational performance of health centers nationally. Familiarity
with Section 330 of the Public Health Service Act, compliance requirements, current HRSA/BPHC
strategic goals and objectives, and the executive leadership and operational implications of the Health
Center Program Requirements is preferred.
Engagements may fall within the time period: November 1, 2018 through June 30, 2020. Vendor(s)
may be retained for this multi-year period of service, based upon successful performance evaluation
as of contract year ending June 30, 2019 and on-going availability of funds.
NACHC RFI for Subject Matter Expertise - Page 3 of 17
Subject matter expertise is requested in the categories of: Diabetes Management, Facilitation, Financial
Management, Governance, Graphic Design, Graphic Recorder, Instructional Design, Knowledge
Management, Leadership Development (Clinical Workforce, C-Suite & Other Operational Workforce),
Legal Consultation, Narration / Voice Over, Clearinghouse Site Development, Practice Operations, Health
Information Technology (HIT), Project Management, Pharmacy Management, Practice Transformation
(Payment Reform, Accountable Care, Alternative Payment Methodology, Managed Care), Technical
Writer, Translation Services, Quality Initiatives, Services for Military Veterans , and Web Development.
More specific description of expertise sought is outlined in Attachment 1. When completing your
submission, please select all domains in which you are qualified to serve as a trainer, advisor, or
technical expert. See Attachment 1 for full description of expertise sought.
If, upon NACHC’s review of your submission, you are selected to the pool of qualified vendors, you will
receive targeted Request for Proposals (RFP) for specific training opportunities relevant to the selected
subject matter area, including specific dates of service and locations, if applicable.
Current (Scheduled) Training Topics and Dates: The list below provides the training dates, activities, and
locations currently scheduled to date at the time of this RFI posting. If selected as a qualified vendor,
you will receive notification of additional projects as they are added to our training and technical
assistance schedule. As part of your response to this RFI you will be asked to indicate which, if any, of
the current training projects you are interested and available to participate. This is intended to expedite
the targeted RFP process for specific tasks, services and vendor groups.
Date Training Location
January 9-10, 2019 Starting with Success/Health Center 101 New Orleans, LA
January 23-24, 2019 Revenue Cycle 360 Charleston, SC
February 6-8, 2019 Practical Art of Health Center Operations
(PAHCO)
Long Beach, CA
February 20-22, 2019 Financial Operations Management Level 1
(FOM I)
Seattle, WA
March 25-26, 2019 Workforce Summit Washington, DC metro
area
April 10-11, 2019 Cultivating Health Centers Operations (CHCO) Kansas City, MO
April 24-25, 2019 Financial Operations Management Level 2
(FOM 2)
New Orleans, LA
May 15-16, 2019 NACHC Leadership LIVE! National Harbor, Oxon
Hill, MD
NACHC RFI for Subject Matter Expertise - Page 4 of 17
Date Training Location
June 5-6, 2019 Financial Operations Management Level 3
(FOM 3)
Denver, CO
June 12-13, 2019 Elevating Health Center Operations (EHCO) Portland, OR
June 17-20, 2019 Managing Ambulatory Health Care (MAHC) Boston, MA
September 23-26, 2019 Managing Ambulatory Health Care (MAHC) Seattle, WA
Submission Requirements
Proposals must be submitted using NACHC’s web-based portal. Please click the “online form” link to
be directed to NACHC’s online submission form. The system will notify you upon your successful
submission into the portal. If NACHC selects your proposal during the first review cycle you will be
notified no later than November 7, 2018. Those applying on a rolling basis will be notified as proposals
are reviewed.
Submission Portal Link: https://nachcrfp.wufoo.com/forms/s3cdz7x07imvxu/
Proposals must be fully complete in order to be considered. Incomplete proposals will not be considered. In addition, NACHC will perform a vendor status check in the United States System for Award Management (SAM) to ensure the vendor is not on the federal exclusion list. Any applicant found on the exclusion list will not be considered. Submissions must contain:
Point of Contact Information/Organization Information
Name/Description of Organization: specifically state if you are an independent consultant, a corporation applicant or part of a joint proposal with other independent consultants.
Capability statement (page limit: two pages) that demonstrates you/your organization’s ability to deliver SME and content services in the role that you are applying for (trainer/advisor/technical), specifically:
o Trainers must demonstrate evidence of successful and effective training preparation and delivery in the selected content area to the targeted audience(s) (as appropriate);
o Advisors must demonstrate evidence of their knowledge and skills in a particular field of
knowledge, which enable them to provide detailed information and advice to empower
and expertly guide members within the specific group they advise.
o Technical experts must demonstrate evidence of their ability to provide expert
consultancy within their area of specialty.
Curriculum Vitae (CV) or Resume for principal facilitator/expert (page limit: 2 pages per
principal/expert)
Sample work presentation(s) and/or publication(s) developed and delivered by applicant that
demonstrates understanding of the specific subject matter topic, as described in this RFI (Page
limit: 40 pages)
NACHC RFI for Subject Matter Expertise - Page 5 of 17
Past evaluations, demonstrating quantitative and qualitative feedback from at least two audiences or engagements occurring between August 2016-August 2018 (Page limit: 10 pages)
Generic or sample timeline for project implementation that demonstrates approach to planning and delivery
Rate sheet for daily and hourly fees. No travel costs need to be submitted for this submission, as
bid submission is acceptance of NACHC travel and reimbursement policy (Attachment II).
A signed statement (see below) attesting to the accuracy of this proposal.
Additional points may be awarded to vendor applicants who demonstrate, within their sample
works or CV, current, content knowledge of the federal Health Center Program authorized under
Section 330 of the Public Health Service Act, its related policies, requirements and guidance, and
operational implications. See review criteria for rating scale.
Attachments
This RFI contains two attachments:
Attachment I: Descriptions of Subject Matter Expertise Sought in RFI
Attachment II: NACHC Travel Policy
Applicants are encouraged to review both attachments prior to submitting any proposals to NACHC.
Budget Template & Justification
DIRECT LABOR - Hourly Rate should reflect overall cost rate inclusive of any fringe, overhead and/or general & administrative expense (G&A), if required.
Title or Labor Category
Name of Contractor
or Employee
Contractor or Employee?
Hourly Rate
Number of Hours
Amount Requested
[TITLE]
[NAME]
[$$]
[##]
[$$]
Total –
[$$]
NACHC RFI for Subject Matter Expertise - Page 6 of 17
Timeline and Process
NACHC will accept responses to this RFI on a rolling basis. NACHC will initiate their review process
beginning October 23, 2018. Any submissions received after that date will be reviewed on a quarterly
basis. Vendors will be notified by NACHC if their submission is approved as a qualified vendor to provide
professional services. Qualified vendor status is determined based on the scoring associated with the
evaluation criteria for this RFI. Qualified vendors will then receive targeted Request for Proposals (RFPs)
for NACHC’s specific health center trainings and related projects, beginning in November 2018.
Evaluation Criteria
Information submitted will be evaluated using the criteria below.
Rating Factor Application Selection Criteria
To earn the full amount of points in each domain, the applicant must:
Weight Score
Capability Statement
Capability statement that demonstrates you/your organization’s ability to deliver service in the specific content area an in the role you have selected (faculty, advisor, technical expert) Page limit: not to exceed two pages
0.30 (0-5)
Quality of Work Samples
Demonstrate subject matter expertise as well as training and communications skills as appropriate to the role for which you have submitted (faculty, advisor, technical expert). Where appropriate, understanding of adult learning needs and content knowledge should be evidenced by:
Sample presentation(s) and supplementary training product(s), and/or publications (up to 40 pages)
Training evaluation data (up to 10 pages) Page limit: no more than 50 pages (see above)
0.25 (0-5)
Experience and Education
Resumes/CV clearly show tenure, professional experience and/or education that reflects knowledge and ability in content expertise and training Page limit: 2 pages per principal
0.20 (0-5)
Price proposal Reasonableness of average daily/hourly rate “Reasonableness” is assessed based on market or industry standards and in consideration of the not-for-profit status of health centers and NACHC
0.15 (0-5)
NACHC RFI for Subject Matter Expertise - Page 7 of 17
Completeness of Application
All application materials submitted are responsive to RFP guidance, clear, and complete.
0.05 (0-5)
Total 1.00
Priority Points Additional points can be awarded for expertise in the categories below (please demonstrate within your capacity statement):
Knowledge of the Health Center Program
Demonstrated current, content knowledge of the federal Health Center Program authorized under Section 330 of the Public Health Service Act, its related policies, requirements and guidance, and operational implications within the capability statement and/or sample works.
(0-5)
SUBMISSION FINAL SCORE
Each rating factor will be scored by reviewers on the scale below:
0 - Totally unresponsive, does not meet minimum requirements. 1 - Well below average, barely meets minimum requirements. 2 - Slightly below average, meets minimum requirements. 3 - Average, meets minimum requirements, exceeds minimum requirements in some areas. 4 - Above average, exceeds minimum requirements in many or all areas. 5 - Outstanding, far exceeds minimum requirements in most areas.
NACHC RFI for Subject Matter Expertise - Page 8 of 17
ATTESTATION
By my signature, title and date below, I hereby certify that this Proposal reflects my best estimate of the capability of organization and the true and necessary costs for the project, and the information provided herein is accurate, complete and current as of the date of my signature below.
Print Name: Signature: Title: Organization: Date:
NOTE: This project is supported by the Health Resources and Services Administration (HRSA) of the U.S.
Department of Health and Human Services (HHS) under cooperative agreement number U30CS16089,
Technical Assistance to Community and Migrant Health Centers and Homeless for $6,375,000.00. This
information or content and conclusions are those of the author and should not be construed as the
official position or policy of, nor should any endorsements by inferred by HRSA, HHS or the U.S.
Government.
NACHC RFI for Subject Matter Expertise - Page 9 of 17
RFI Attachment I: Descriptions of Subject Matter Expertise Sought by this RFI
The chart below is structured into the proposal submission portal. On that structured form, you will be
prompted to indicate the role for which you are applying in each of the SME Categories/Topic Areas. The
specific roles sought are: Faculty/Trainer (F), Advisor (A), or Technical Expert (T).
Specific Subject Matter Expertise
Categories Topic Areas
NACHC Core Training Areas: Utilize these columns to narrow down your search for core areas you are interested in applying for.
Dia
bet
es
Man
agem
ent
Fin
anci
al M
anag
emen
t
Go
vern
ance
Lead
ersh
ip –
Clin
ical
Wo
rkfo
rce
Lead
ersh
ip –
C-S
uit
e &
Oth
er
Op
erat
ion
al W
ork
forc
e
Nat
ion
al R
eso
urc
e C
ente
r
Nat
ion
al C
lear
ingh
ou
se S
ite
Dev
elo
pm
ent
Op
erat
ion
s &
HIT
PC
A &
HC
CN
Pro
ject
s
Ph
arm
acy
Man
agem
ent
Pra
ctic
e Tr
ansf
orm
atio
n: P
aym
ent
Ref
orm
, AC
Os,
AP
M, M
CO
s
Qu
alit
y In
itia
tive
s
Vet
eran
s P
roje
cts
Budget Development
Types of Budgets x x
Budgeting Processes
x x x
Approach and Role of Staff/ Board members
x x x
Profitability & Cash Flow
x x x
Reading Financial Statements
x x x
Change Management
Change Leadership
x x x x x
Resistance to Change
x x x x
Organizational Culture
x x x x
Succession/ Sustainability Planning
x x
Coding and Documentation
Coding and Documentation best practices
x x
Effective Compliance for
x x
NACHC RFI for Subject Matter Expertise - Page 10 of 17
the revenue cycle
Compensation Model
Team based compensation plans
x x x
Provider based compensation plans
x x x
Financial structure of incentive based compensation plans
x x x
Core Competency Development
Build up and advancement of Core Competency Domains
x x x x x x
Self-Directed Learning Engine
x x x x x
Management of Advisory Panel
x x x x x
Narration / Voice Over
x x
Content Mapping
x x x x x
Data Analytics/Business
Intelligence
Developing internal and external benchmarks
x x x x
Business Intelligence
x x x
Data Analytics x x x
Health center dashboards
x x x x x
Direct Technical Assistance
On-site, one-on-one with a health center
Facilitation
Large and/or Small Group
x x x x x x x x x x x x x
Learning Collaboratives
x x x x x x x x x x x x x
On-site, remote, virtual
x x x x x x x x x x x x x
Financial Elements of
Effective compliance for finance
x
NACHC RFI for Subject Matter Expertise - Page 11 of 17
Corporate Compliance
Elements of a Finance compliance plan
x
Financial Management
Financial management in a CHC setting
x
Staffing a health center finance department
x
Reporting financial information and frequency
x
IT structure for effective reporting
x
Cash flow management
x
Governance
Board & Financial Oversight
x
Board & Quality Oversight
x
Board Legal Responsibilities
x
Board's Strategic Role
x
CEO Succession & Board Role
x
Other Governance topics
x
Grant Management
330 grant budgeting
x
Federal Financial Report
x
Electronic Handbook and Payment Management System
x
330 Grant Scope of Services
x
Graphic Design Design and Layout publications
x x x x x x x
Graphic Recorder Large/small on-site events
x
NACHC RFI for Subject Matter Expertise - Page 12 of 17
Instructional Design
Adult Learning Knowledge
x x x x x x x x x x
Curriculum Development
x x x x x x x x x x
Content Delivery x x x x x x x x x x
Internal Controls/Fraud
Key Concepts of the framework
x
Control Environment
x
Risk Assessment x
Monitoring Activities
x
Leadership Content
Emotional Intelligence
x x x
Resiliency and Joy in the Workplace
x x x
Team Development
x x x x
Mindfulness x x
Developing Organizational Culture
x x x
Core Values x x x
Adaptive Leadership
x x x x x
Diversity and Inclusion
x x x x x x x
Strategic Planning
x x x x
Enhancing Motivation
x x x x x
Leadership Style Assessment Tools
x x
Communication Skills
x x x x x x x x
Conflict Management
x x x
NACHC RFI for Subject Matter Expertise - Page 13 of 17
Negotiation x x x
Social Media x x x x
Recruitment, Retention, & Engagement
x x x
Managing a multi-generational workforce
x x x
Vision/Mission x x x
Mentoring x x x
Legal Consultation
Lead Faculty x x x x x
FTCA x
Internal Consultation for staff
x x x x x x x x x x x x
Medicare Reimbursement and Cost Report
Medicare Cost Report
x x
Medicare PPS x x
Revenue Cycle impact on Medicare Cost Report
x
Medicare Scope of Services
x
Operations & HIT
Front Desk Training
x x
Multidisciplinary teams
x x x x x x
Quadruple Aim x x x
Human Resources
x
Emergency Preparedness
x
Patient and Staff Experience
x x
NACHC RFI for Subject Matter Expertise - Page 14 of 17
Risk Management
x x
Cybersecurity x
Interoperability x
Policy & Payment Expert
Lead Faculty x x x
Advise NACHC Staff
x x x
Practice Transformation
Value-Based Payment
x x
Medicare Payment
x x
Medical Home Model
x x
Project Management
Strategy and Design
x x x x x x x x x x x x x
Collaboration with Partners
x x x x x x x x x x x x x
Team Management
x x x x x x x x x x x x x
Communication x x x x x x x x x x x x x
Procurement x x x x x x x x x x x x x
Meet Deadlines x x x x x x x x x x x x x
Revenue Cycle Management
Accounts Receivables Reporting
x
Key Performance Indicators
x
Sliding Fee Scale x
Staffing and Managing
x
Technical Writing
Case Studies x x x x x x x x x x x x
Infographics x x x x x x x x x x x x
NACHC RFI for Subject Matter Expertise - Page 15 of 17
Publications x x x x x x x x x x x x
Issue Briefs x x x x x x x x x x x x
Translation Services
English to Spanish
x x
Web Development
Technical Expertise
x
Technical Maintenance
x
Senior Advisor x x x x
Knowledge Management
x x x x
NACHC RFI for Subject Matter Expertise - Page 16 of 17
RFI Attachment II: NACHC Consultant Travel Policies and Procedures
To help promote good stewardship and cost-efficiency we have included the following NACHC travel principles. They provide helpful guidance for booking air travel, making hotel arrangements, and securing ground transportation. Each vendor must be a responsible steward for NACHC’s resources. Adherence to this policy is strictly required. NACHC cannot provide reimbursement for undocumented expenses.
We will reimburse coach air travel as far in advance as possible to take advantage of low-cost fares. We will only reimburse the coach rate.
Do your own research for transportation and travel options on the internet. This includes hotels and car rentals.
When making hotel reservations, look at all rate rules and options and choose accordingly. If possible, take advantage of discounts offered as bundles with air and car rental options.
Consider purchasing the travel insurance (generally less than $25.00 per occurrence) offered by airlines and hotels to mitigate penalties for trip changes or cancellations. This could be especially valuable if you book further ahead and realize your plans may need to change.
Limit the use of car services (limo/town cars) for local meetings.
Limit the use of car services (limo/town cars) for transportation to and from the airport. Affordable and cost effective resources include:
o Taxis – share taxis or Uber car share services with other staff members when possible o Shared airport shuttle services (e.g. Super Shuttle) o Hotel provided shuttles, where available o Public transportation
Other reimbursable expenses include any business use of copying, messenger service, phone/ internet access, audio visual, supplies, shipping expenses, etc. as long as it is related to your scope of work and has been approved in advance.
Meals incidental to business meetings must be preapproved, include the participants and the business purpose and must include the itemized receipt. Under no circumstances is alcohol charge allowable.
NACHC RFI for Subject Matter Expertise - Page 17 of 17
Reimbursement No reimbursement for authorized expenses shall be made unless and until selected Vendor/Contractor provides NACHC with documentation of expenses as follows:
1. Include the original receipts for all travel expenses, including airline ticket receipts, taxi or shuttle receipts, hotel receipts, rental car or mileage (if using a personal car) receipts or documentation, and other miscellaneous receipts. Private automobile mileage is reimbursed at the current IRS rate based on beginning and ending odometer readings. Reimbursement for tolls and parking require a receipt.