Amendment 1 to the HIX PMT RFR.docx

COMMONWEALTH OF MASSACHUSETTS

EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES

ONE ASHBURTON PLACE

BOSTON, MA 02108

Amendment 1 to the Request for Responses (RFR) for Project Management and Testing (PMT) Services in Support of the Massachusetts Health Insurance Exchange Program RFR Document Number: 22LCEHSHIXPMTRFR COMMBUYS Bid Number: BD-22-1039-EHS01-EHS01-70467

The Request for Responses (RFR) for Project Management and Testing (PMT) Services in Support of the Massachusetts Health Insurance Exchange Program issued by the Executive Office of Health and Human Services (EOHHS) on February 9, 2022 is hereby amended as follows:

1. The second paragraph of Section 7.19 of the RFR is hereby deleted and replaced with the following:

“The order of precedence among the documents comprising the Contract shall be, from highest to lowest:

· the Commonwealth Terms and Conditions for Information Technology Contracts and Standard Form Contract;

· this RFR, as amended, and any associated Questions and Answer documents;

· the Data Management and Confidentiality Agreement (DMCA);

· the Contract executed between EOHHS and the Selected Bidder;

· Task Orders or Change Orders pursuant to the Contract;

· Any Documentation submitted by the Selected Bidder in connection with a presentation, any Commonwealth request for a technical correction, clarification or BAFO and the Selected Bidder’s response thereto;

· Successful Bidder’s Response to this RFR”

2. Section 2.6.R.10 of Attachment A (Model Contract) to the RFR is hereby deleted in its entirety.

3. Appendix A to Attachment A (Model Contract) to the RFR is hereby deleted and replaced with “Appendix A”, attached as Exhibit 1 to this Amendment.

4. Attachment B to the RFR is hereby deleted and replaced with “Attachment B”, attached as Exhibit 2 to this Amendment.

image2.emf

Exhibit 2 - Attachment B - Cost Response Worksheet_REV 03152022.xlsx Tatsiana --->

Change Log

# Change/Update Description Date

1 Updated implementation tab. Added more rows for personnel, data validation for numbers, moved columns 7/27/18

2 Updated ongoing tab. Added dental tab. 7/27/18

3 Updated Rate Card tab with MSA descriptions 7/27/18

4 Added scenario test to end tab 7/27/18

5 Met with Eliot for input 7/31/18

6 Met with Kari for feedback 8/6/18

7 Added sections for HIX and Carriers 8/7/18

Questions CXPP Notes

1 Is it PMPM? PSPM? PPPM? etc etc All three relevant

2 Talk to Michael P about implementation piece

3 This may be too prescriptive, vendors may not have pricing aviaalbale in this format. Is this a guide? Or mandatory? Yes, should be in RFR. Vendor should be req'd to fill out.

4 Do we need separate tables for QDP? No

5 Is the PMPM rate tiered? Or blended? Both, blended for PPPM, PSPM, PMPM and tiered for fixed cost which we can derive a PMPM

6 3 year contract w/ two 1 year options? 4 year contract w/ two 1 year options? Etc. 4 year, 1&1

7 Are there more buckets in ongoing? Is labor included elsewhere?

8 Rate Card - Do we leave blank?

Instructions

Massachusetts Health Insurance Exchange Program Project Management and Testing Services Request for Responses

Attachment B - Cost Response

Instructions The Bidder must submit a price response in accordance with the instructions presented in this Attachment B. All assumptions made or constraints taken into account made in arriving at the prices proposed in these price tables must be clearly described. Bidders are encouraged to include narrative to describe the assumptions on which this price response is based and the constraints considered by the Bidder.

&P

Start-up

Contract Readiness, Transition, Start-Up Activities (Contract Effective Date -- September 1, 2022)

Instructions:

The price table below shall reflect the fully-loaded total fixed price per month for Contract Readiness, Transition, and Start-Up Activities. As needed, please insert additional rows.

Labor and Staff costs must reflect the Staff Loading Chart submitted by the Bidder as required in Section 5.4.B.

For the purposes of this Cost Response, Bidders should assume a Contract Effective Date of September 1, 2022.

# Cost Category Proposed Price

Position/Title or Itemized Cost Description/Explanatory Comments Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Total

Position 2 Overall technology strategy $2,625 $5,250 $5,250 $5,250 $5,250 $5,250 $28,875

Position 3 Oversight and design of implementation plan $2,625 $5,250 $5,250 $5,250 $5,250 $5,250 $28,875

Position 4 Documentation of processes $0 $0 $5,250 $5,250 $5,250 $5,250 $21,000

Position 5 Documentation of processes $0 $0 $0 $5,250 $5,250 $5,250 $15,750

Position 6 Project management

Total $246,750

1 Labor & Staff Readiness Costs (Key Personnel)

Total

2 Labor & Staff Readiness Costs (PMO Staff)

Total

3 Labor & Staff Readiness Costs (Testing and Validation Staff)

Total

4 Technology Costs - Hardware and software costs, including all Contractor proprietary solutions and any solutions or related components of Third Parties required to perform the Services as proposed in the Contractor's Response to the RFR or required by the Contract.

Third Party vendor technology costs must be passed through to the Commonwealth with no markup. Additionally, Bidders must disclose any open-ended pricing agreements with Third Party technology vendors, and must provide the terms of any price increase cap agreements with such vendors.

Total

5 Facilities Costs

Total

6 Other Costs Related to Transition from Existing Vendor and Start-Up Activities Any costs otherwise not detailed above that would be incorporated into EOHHS's transition. Please specify a description of the cost.

Total

Total Costs

Ongoing Operations

Ongoing Operational Costs -

Instructions:

The Bidder shall provide a fully-loaded monthly fixed price for Project Management, Testing and Validation, and Other. The costs shall be broken out as follows:

- Project Management: Includes the costs of providing all Services excluding: (1) services set forth in Attachment A, Section 2.5, Contract Readiness, and (2) services set forth in Attachment A, Setion 2.7, Testing and Validation, Any Key Personnel who support both Project Management and Testing and Validation Services (e.g. Project Director) should be included under Project Management.

- Testing and Validation Sevices: Includes the costs of providing all services set forth in Attachment A, Section 2.7, Testing and Validation Services

- Other: Any additional costs that the Bidder does not believe can be allocated appropriately to one of the two Service Categories

Any proposed change in the fixed price in Year 2 over Year 1, or Year 3 over Year 2 must be accompanied by a justification or explanation of how the proposed increase was calculated.

Year 1

Category Description/ Comments Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12

Testing and Validation $ $ $ $ $ $ $ $ $ $ $ $

Other (please itemize) $ $ $ $ $ $ $ $ $ $ $ $

Total Costs

Year 2

Category Description/ Comments Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12

Testing and Validation $ $ $ $ $ $ $ $ $ $ $ $

Other (please itemize) $ $ $ $ $ $ $ $ $ $ $ $

Total Costs

Year 3

Category Description/ Comments Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12

Testing and Validation $ $ $ $ $ $ $ $ $ $ $ $

Other (please itemize) $ $ $ $ $ $ $ $ $ $ $ $

Total Costs

SG Med_Med+Dent Startup

OPTIONAL SERVICE

Enrollment and Premium Billing - Implementation Costs for Small Group Members with Medical and Dental Policies

The price table below shall reflect the total price for Start-up and Transition activities associated with optional services for Small Group Medical and Dental Enrollment and Premium Billing. This includes the price for fulfilling Contractor requirements in Section 2 of RFP Attachment X (Draft Health Connector Customer Service Agreement) and any associated Administrative requirements. Fixed fees associated with each component presented in the table below shall be populated by the Bidder. As applicable and indicated in the table, Bidders are also asked to provide estimates of hours required to complete each task. Bids will be evaluated in consideration of the level of detail provided in the response. As needed, please add additional rows.

# Start-up and Transition Costs Proposed Price

Position/Title or Itemized Cost Description Itemized Cost or Hourly Rate Hours (if applicable) Total Comments

Enterprise Architect $200 320 $64,000 Overall technology strategy

Implementation Manager $150 1,040 $156,000 Oversight and design of implementation plan

Business Analyst $85 1,040 $88,400 Documentation of processes

Business Analyst $85 1,040 $88,400 Documentation of processes

Project Manager $100 1,040 $104,000 Project management

$0

$0

$0

$0

Total $870 4,520 $510,800

$0

$0

$0

$0

$0

$0

$0

$0

$0

Total $0 0 $0

$0

$0

$0

$0

$0

$0

$0

$0

$0

Total $0 0 $0

$0

$0

$0

$0

$0

$0

$0

$0

$0

Total $0 0 $0

$0

$0

$0

$0

$0

$0

$0

$0

$0

Total $0 0 $0

$0

$0

$0

$0

$0

$0

$0

$0

$0

Total $0 0 $0

$0

$0

$0

$0

$0

$0

$0

$0

$0

Total $0 0 $0

$0

$0

$0

$0

$0

$0

$0

$0

$0

Total $0 0 $0

$0

$0

$0

$0

$0

$0

$0

$0

$0

Total $0 0 $0

Total Start-up and Transition Costs $0 0 $0

SG Med_Med+Dent Ongoing

OPTIONAL SERVICE

Enrollment and Premium Billing - Ongoing Operations for Small Group Medical and Dental Members

Instructions:

The price tables below reflect the Bidder's proposed price for optional ongoing services provided to Health Connector small group members with a medical and dental policy during the ongoing operations period, but is not expected to begin prior to July 1, 2022. Bidders are required to enter a price proposal for each operations year (July 1 through June 30).

For ongoing operations, the Bidder shall select one of the three available options below: reimbursement based on a "per subscriber" or "per member" per month (Option 1a or Option 1b); reimbursement based on volume or transaction pricing (Option 2); or reimbursement based on fixed costs (Option 3).

Once a pricing model has been chosen and completed, the Bidder shall complete the "Annualized Cost Breakdown" table, which will provide the Health Connector with a comprehensive view of the Bidder's proposed cost structure and how the chosen pricing model above is allocated across significant cost buckets. For example, if a Bidder identifies $100 in ongoing operations costs in Year 1 (whether the Bidder has chosen Option 1a, 1b, 2 or 3, it is expected that in the "Annualized Cost Breakdown" table that the $100 would be allocated across the major cost items (e.g., labor, licensing, hosting).

The Bidder shall also identify any and all costs that would be passed through to the Health Connector in the "Pass-through Costs" table.

As needed, please add additional rows.

Option 1a Number of Subscribers PSPM for SG Medical & Dental Subscribers

Please specify ongoing PSPM for QDP Only Subscribers for each year using tiered rate structure below.

Fiscal Year Periods 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024

1 - 10,000 Not applicable.

10,001 - 20,000

20,001 - 30,000

Over 30,000

TOTAL COST

*- Option Year, if awarded by the Health Connector

Option 1b Number of Members PMPM for SG Medical & Dental Members

Please specify ongoing PMPM for QDP Only Members for each year using tiered rate structure below.

Fiscal Year Periods 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024

1 - 10,000 Not applicable.

10,001 - 20,000

20,001 - 30,000

Over 30,000

TOTAL COST

*- Option Year, if awarded by the Health Connector

Option 2 Transaction Cost Pricing Volume for SG Medical & Dental Members

Using known data, please specify transaction cost pricing below.

Fiscal Year Periods 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024

Cost Per Invoice Not applicable.

Calls (Inbound)

Calls (Outbound)

Noticing & Fulfillment

Enrollment Processing

Other Costs

TOTAL COST

*- Option Year, if awarded by the Health Connector

Option 3 Fixed Cost Pricing Fixed Cost Pricing Model

Please specify any fixed monthly or annual fees associated with the service based on expected member counts. For monthly fees, please annualize.

Fiscal Year Periods 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024

Not applicable.

*- Option Year, if awarded by the Health Connector

Licensing Fees for QHP and QHP plus Dental Members

Please specify any licensing fees associated with the service that are not included in the PMPM (if applicable)

Year 5*

7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024 7/1/2024-6/30/2025

*- Option Years, if awarded by the Health Connector

Annualized Cost Breakdown Cost Allocation Please specify the cost allocation breakdown based on the approved pricing model that was completed above.

Fiscal Year Periods 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024

Labor

Licensing

Infrastructure

Hosting

Noticing

Third-Party Relationships

Operations and Maintenance

Travel

Other Costs

TOTAL COST

*- Option Year, if awarded by the Health Connector

Fiscal Year Periods 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024

(e.g. Postage, Licensing, etc.)

TOTAL COST

*- Option Year, if awarded by the Health Connector

Explanation of Cost Buckets Allocations

Labor

Ongoing labor costs

Licensing

Ongoing costs associated with the licensing of the product, including periodic product upgrades (if applicable)

Infrastructure

Costs associated with operating an maintaining the infrastructure needed to support the system, including but not limited to servers, production and backup environments, networks disaster recovery (if applicable)

Hosting

Costs associated with the hosting environment

Third-Party Relationships

Costs associated with maintaining any third-party relationship on behalf of the Connector

Operations and Maintenance Support

Costs associated with staff serving operations and maintenance roles

Other Costs

Additional costs associated with post-implementation and ongoing operations and maintenance activities that are not captured in the other costs categories in the pricing table. Please provide details on these additional costs in the "Comments" column

Rates

Functional Titles Please specify any functional titles that will be associated with these services. This should include both transition and ongoing operations. Please add rows as applicable.

Role Characterization Hourly Rate

Start-up & Transition Ongoing Operations

Contract Year 1 Contract Year 2 Contract Year 3 Contract Year 4 Contract Year 5*

FTE Prior to 6/30/2020 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024

Ex: Project Manager 1 $50 $50 $50 $50 $50

Ex: Business Analyst 0.5 $35 $35 $35 $35 $35

*- Option year, if awarded by EOHHS

Kari --->

Start-up & Transition v2

# Start-up and Transition Costs

Author: Author:

Will need to check all this language with Eliot of course and you already have Tatsiana scheduled I believe Proposed Price

Author: Author:

I would change this to Proposed Price or something…

Fee or Rate

Fee or Rate by Title/Position Position/Title Hours Total

1. in general, are these the right buckets for startup and transition of enrollment billing??

Total 0 0 0

2 IT Start-up and Transition - Hardware and Software Costs Hardware and software costs associated with design, development and implementation of Contractor systems

Total 0 0 0

3 Data Migration Start-up and Transition Costs Costs associated with the migration of data from the Health Connector's existing customer service vendor into the Contractor's CRM and other systems do we need/have to be specific about data moving from system(s) to system(s) here?

Will need to check all this language with Eliot of course and you already have Tatsiana scheduled I believe

I would change this to Proposed Price or something…

Fee or Rate by Title/Position

Author: Author:

do we need/have to be specific about data moving from system(s) to system(s) here?

Author: Author:

I would format these cells in such a way as a bidder can only enter numeric values or something - I would do this for this column (fee/rate), hours and total columns and cells

Author: Author:

maybe we want to insert more rows for positions? 10 or so each?? Not sure Total 0 0 0

4 Staff Readiness Start-up and Transition Costs Costs associated with hiring, onboarding and training staff to ensure that Contractor staff are knowledgeable of the Health Connector programs, policies and all system functionality. In addition, staff must be fully equipped to successfully transition responsibilities from exiting Vendor to the Health Connector

Total 0 0 0

5 Testing and Quality Assurance Costs Costs associated with testing and quality assurance to ensure that Contractor's system is ready for go-live.

Total 0 0 0

6 Reporting Start-up and Transition Costs Costs associated with set-up of all Contractor data extracts to the Health Connector and availability and submission of standard suite of reports.

Total 0 0 0

7 Other Costs Related to Transition and Implementation Any costs otherwise not detailed above that would be incorporated into the Health Connector's transition

Total 0 0 0

Total Start-up and Transition Costs 0 0 0

Ongoing Structure v2

Ongoing cost structure for Enrollment and Premium Billing Contractor shall select one of the three available options below. Hybrid models of available cost models below will not be accepted.

For ongoing operations years 1-3, rates shall remain flat. If option years are awarded to the Contractor by the Health Connector, a maximum rate increase of 3% each year is allowed but will be based on the CPI index.

Will need to define CPI index or whatever we are using to determine COLA.

Business Function of Preffered Pricing Model

RFI Response Pricing Model:

• Premium Billing

• Noticing

• Enrollment

• EDI Option 1 Number of Members PMPM for QHP and QHP plus Dental Members

Fiscal Year Periods 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024 7/1/2024-6/30/2025 We also need to define/explain how this works.

1-100,000 For instance, if we have 101K members and PMPM is $3 for 1-100K and $2 for 100-150K…..

100,001-150,000 is the payment $3 for each of the first 100K members and only $2 for those members over 100K or…..

150,001-200,000 is it $2 for ALL members now?? I would prefer this option as it quickly results in significant economies of scale.

200,001-250,000

250,001-300,000

Over 300,000

Blended Total Do we need a table(s) for dental only members? Wouldn't the PMPM or fee be different given that operationally these members require fewer resources? Will nongroup dental be serviced by this vendor? I think so right?

PMPM Breakdown by Cost Bucket do we need any other buckets???? Talk to SMEs…I added Labor

Labor

Licensing

Infrastructure

Hosting

Operations and Maintenance

Other Costs

TOTAL COST

*- Option Years, if awarded by the Health Connector

Year 5*

Fiscal Year Periods 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024 7/1/2024-6/30/2025

Cost Per Invoice

*- Option Years, if awarded by the Health Connector

Labor

Licensing

Infrastructure

Hosting

Operations and Maintenance

Other Costs

TOTAL COST

*- Option Years, if awarded by the Health Connector

RFI Response Pricing Model:

• Call Center/Back Office Option 3 Annual Fee for QHP and QHP plus Dental Members

Please specify any monthly or annual fees associated with the service. For monthly fees, please annualize

7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024 7/1/2024-6/30/2025

*- Option Years, if awarded by the Health Connector

Please specify any licensing fees associated with the service that are not included in the PMPM (if applicable)

7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024 7/1/2024-6/30/2025

*- Option Years, if awarded by the Health Connector

Labor

Licensing

Infrastructure

Hosting

Operations and Maintenance

Other Costs

TOTAL COST

*- Option Years, if awarded by the Health Connector

Explanation of Cost Buckets

Labor

I added Labor please update description

Will need to define CPI index or whatever we are using to determine COLA.

Author: Author:

do we need any other buckets???? Talk to SMEs…I added Labor Ongoing labor costs

Licensing

Ongoing costs associated with the licensing of the product, including periodic product upgrades (if applicable)

Infrastructure

Costs associated with operating an maintaining the infrastructure needed to support the system, including but not limited to servers, production and backup environments, networks disaster recovery (if applicable)

Hosting

Costs associated with the hosting environment

Operations and Maintenance Support

Costs associated with staff serving operations and maintenance roles

Other Costs

Additional costs associated with post-implementation nd ongoing operations and maintenance activities that are not captured in the other costs categories in the pricing table. Please provide details on these additional costs in the "Comments" column

Ongoing Breakdown

1 Licensing

2 Infrastructure

3 Hosting

4 Operations and Maintenance

5 Other Costs*

TOTAL COST

*- For "Other Costs", please specify

1 Licensing

Ongoing costs associated with the licensing of the product, including periodic product upgrades (if applicable)

2 Infrastructure

Costs associated with operating an maintaining the infrastructure needed to support the system, including but not limited to servers, production and backup environments, networks disaster recovery (if applicable)

3 Hosting

Costs associated with the hosting environment

4 Operations and Maintenance Support

Costs associated with staff serving operations and maintenance roles

5 Other Costs

Additional costs associated with post-implementation nd ongoing operations and maintenance activities that are not captured in the other costs categories in the pricing table. Please provide details on these additional costs in the "Comments" column

Rate Card v2

Resource Areas Rate Per Hour

Year 5*

Fixed Rate Max Increase of 3% p/yr

Prior to 6/30/2020 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024 7/1/2024-6/30/2025

Manager

Project Manager

Sr Project Manager

Project Manager

Senior Systems Engineer

Software Engineer

Test Specialist

Sr Tester

Tester

Sr Database Administrator

Senior Business Analyst

Other

*- Option Years, if awarded by the Health Connector

Mike --->

Start-up & Transition

# Start-up and Transition Costs Total Fixed Total Variable

Fees Hours Fees Hours

1 IT Start-up and Transition Labor Costs Labor costs associated with design, development and implementation of the Contractor-owned systems (Excluding Reporting Costs - See Table 1.1, Item #7)

2 IT Start-up and Transition Hardware and Software Costs Hardware and software costs associated with design, development and implementation of Contractor-owned systems (Excluding Reporting Costs - See Item #5)

3 Data Migration Start-up and Transition Costs Costs associated with the migration of Customer data from the Health Connector's existing customer service vendor into the Contractor's CRM and other systems

4 Staff Readiness Start-up and Transition Costs Costs associated with hiring, onboarding and training staff to ensure that Contractor's staff are fully knowledgeable of the Health Connectors' programs and policies, Exchange systems functionality and Contractor-owned systems and are fully equipped to successfully transition responsibilities from exiting Vendor to the Connector

5 Testing and Quality Assurance Costs Costs associated with testing and quality assurance to ensure that Contractor's system…..

6 Reporting Start-up and Transition Costs Costs associated with design, development and implementation of a reporting system and custom reports package that meets the needs of the Health Connector as defined in Section 9 (Reporting Requirements) of RFR Attachment C

7 Other Costs Related to Transition and Implementation Any costs otherwise not broken out above that would be incorporated into the Connector's transition

Ongoing Structure

Ongoing cost structure for Premium Billing & Enrollment Contractor shall select one of the three available options below. Hybrid models of available cost below models will not be accepted.

For ongoing operations is years 1-3, rates shall remain flat. If option years are awarded to the Contractor by the Health Connector, a maximum rate increase of 3% each year is allowed

Business Function of Preffered Pricing Model

RFI Response Pricing Model:

• Noticing

• Enrollment

• EDI Option 1 Number of Members PMPM for QHP and QHP plus Dental Members

Year 5*

Fiscal Year Periods 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024 7/1/2024-6/30/2025

1-100,000

100,001-150,000

150,001-200,000

200,001-250,000

250,001-300,000

Over 300,000

Blended Total

Licensing

Infrastructure

Hosting

Operations and Maintenance

Other Costs

TOTAL COST

*- Option Years, if awarded by the Health Connector

Year 5*

Fiscal Year Periods 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024 7/1/2024-6/30/2025

Cost Per Invoice

*- Option Years, if awarded by the Health Connector

Licensing

Infrastructure

Hosting

Operations and Maintenance

Other Costs

TOTAL COST

*- Option Years, if awarded by the Health Connector

RFI Response Pricing Model:

• Call Center/Back Office Option 3 Annual Fee for QHP and QHP plus Dental Members

Please specify any monthly or annual fees associated with the service. For monthly fees, please annualize

7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024 7/1/2024-6/30/2025

*- Option Years, if awarded by the Health Connector

Please specify any licensing fees associated with the service that are not included in the PMPM (if applicable)

7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024 7/1/2024-6/30/2025

*- Option Years, if awarded by the Health Connector

Licensing

Infrastructure

Hosting

Operations and Maintenance

Other Costs

TOTAL COST

*- Option Years, if awarded by the Health Connector

Explanation of Cost Buckets

Licensing

Ongoing costs associated with the licensing of the product, including periodic product upgrades (if applicable)

Infrastructure

Costs associated with operating an maintaining the infrastructure needed to support the system, including but not limited to servers, production and backup environments, networks disaster recovery (if applicable)

Hosting

Costs associated with the hosting environment

Operations and Maintenance Support

Costs associated with staff serving operations and maintenance roles

Other Costs

Additional costs associated with post-implementation nd ongoing operations and maintenance activities that are not captured in the other costs categories in the pricing table. Please provide details on these additional costs in the "Comments" column

Rate Card

Resource Areas Rate Per Hour

Year 5*

Fixed Rate Max Increase of 3% p/yr

Prior to 6/30/2020 7/1/2020-6/30/2021 7/1/2021-6/30/2022 7/1/2022-6/30/2023 7/1/2023-6/30/2024 7/1/2024-6/30/2025

Manager

Project Manager

Sr Project Manager

Project Manager

Senior Systems Engineer

Software Engineer

Test Specialist

Sr Tester

Tester

Sr Database Administrator

Senior Business Analyst

Other

*- Option Years, if awarded by the Health Connector

Customization

FTE

TM Rates

Cost Table 4 - Labor Rate Table

Bidder Name:

Instructions:

Payment for any Time and Materials-based Task Order shall be made based on the rates provided in this table.

Bidder shall provide the fully-loaded hourly rate for each resource proposed for the duration of the HIX engagement, including any contract extension(s). Rates shall be fixed for the initial term of the Contract, and thereafter any proposed increase shall be negotiated by the Parties but in no case shall exceed 2% per year or the change in the Consumer Price Index, whichever is lower.

Bidder shall list Key Personnel by name and descriptive title/position. All others may be listed by descriptive title/position only. Bidder shall also indicate for each resource whether such resource will be peforming their work Onshore (i.e. within the United States) or Offshore (i.e. not within the United States). EOHHS expects that the rates for Offshore resoures appropriately reflect the labor costs in each resource's country of operation.

Name Descriptive Title/Position PM/Testing/Both Onshore/Offshore Firm fixed fully loaded Rate/Hour

Additional Services

Proposed Pricing for Additional Services (Ref Section 5.4.F)

The Bidder shall propose pricing for each of the three Additional Services as described in Section 5.5. For each, Bidder shall indicate whether the Bidder is proposing a Fixed Price or T&M model, provide the applicable details, and any underlying assumptions or contracts. For T&M, the Not To Exceed (NTE) amount must be based on the fully loaded hourly rates provided. The cost proposal and supporting information must align with the Bidder's project plans as required under Section 5.4.F.

5.4.F.1 Requirements Management Tool

If Fixed Price: If T&M: Bidder shall list Key Personnel by name and descriptive title/position. All others may be listed by descriptive title/position only

1 Total Labor Costs Name/Descriptive Title Activities Performed Hours/Month

Subtotal Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Total NTE per Resource

2 Technology Costs Hardware and software costs, including all Contractor proprietary solutions and any solutions or related components of Third Parties proposed to be used. Please specify

Subtotal

3 Other Costs Any costs otherwise not detailed above. Please specify.

Subtotal

Total Total

5.4.F.2 Document Repository

If Fixed Price: If T&M: Bidder shall list Key Personnel by name and descriptive title/position. All others may be listed by descriptive title/position only

1 Total Labor Costs Name/Descriptive Title Activities Performed Hours/Month

Subtotal Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Total NTE per Resource

2 Technology Costs Hardware and software costs, including all Contractor proprietary solutions and any solutions or related components of Third Parties proposed to be used. Please specify

Subtotal

3 Other Costs

Subtotal

Total Total

5.4.F.3. Comprehensive Program Documentation

If Fixed Price: If T&M: Bidder shall list Key Personnel by name and descriptive title/position. All others may be listed by descriptive title/position only

1 Total Labor Costs Name/Descriptive Title Activities Performed Hours/Month

Subtotal Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Total NTE per Resource

2 Technology Costs Hardware and software costs, including all Contractor proprietary solutions and any solutions or related components of Third Parties proposed to be used. Please specify.

Third Party vendor technology costs must be passed through to the Commonwealth with no markup. Additionally, Bidders must disclose any open-ended pricing agreements with Third Party technology vendors, and must provide the terms of any price increase cap agreements with such vendors.

Subtotal

3 Other Costs

Subtotal

Total Total

5.4.G - Other

Optional -- Proposed Pricing for Other Programmatic Sections (Ref Section 4.5.G.)

The Bidder shall propose pricing for Other Programmatic Suggestions, if proposed by the Bidder, as described in Section 5.4.G. For each, Bidder shall indicate whether the Bidder is proposing a Fixed Price or T&M model, provide the applicable details, and any underlying assumptions or contracts. If more than three, Bidder may add additonal tables. For T&M, the Not To Exceed (NTE) amount must be based on the fully loaded hourly rates provided. The cost proposal and supporting information must align with the Bidder's proposed Other Programmatic Suggestions submitted in response to Section 5.4.G.

[Title/Description]

If Fixed Price: If T&M: Bidder shall list Key Personnel by name and descriptive title/position. All others may be listed by descriptive title/position only

1 Total Labor Costs Name/Descriptive Title Activities Performed Hours/Month

Subtotal Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Total NTE per Resource

2 Technology Costs Hardware and software costs, including all Contractor proprietary solutions and any solutions or related components of Third Parties proposed to be used. Please specify

Subtotal

3 Other Costs

Subtotal

Total Total

[Title/Description]

If Fixed Price: If T&M: Bidder shall list Key Personnel by name and descriptive title/position. All others may be listed by descriptive title/position only

1 Total Labor Costs Name/Descriptive Title Activities Performed Hours/Month

Subtotal Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Total NTE per Resource

2 Technology Costs Hardware and software costs, including all Contractor proprietary solutions and any solutions or related components of Third Parties proposed to be used. Please specify

Subtotal

3 Other Costs

Subtotal

Total Total

[Title/Description]

If Fixed Price: If T&M: Bidder shall list Key Personnel by name and descriptive title/position. All others may be listed by descriptive title/position only

1 Total Labor Costs Name/Descriptive Title Activities Performed Hours/Month

Subtotal Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Total NTE per Resource

2 Technology Costs Hardware and software costs, including all Contractor proprietary solutions and any solutions or related components of Third Parties proposed to be used. Please specify.

Third Party vendor technology costs must be passed through to the Commonwealth with no markup. Additionally, Bidders must disclose any open-ended pricing agreements with Third Party technology vendors, and must provide the terms of any price increase cap agreements with such vendors.

Subtotal

3 Other Costs

Subtotal

Total Total image1.emf

Exhibit 1 - Appendix A - Key Performance Measures_post PC rev 03152022.pdf

Massachusetts Health Insurance Exchange Program Project Management and Testing Services

Request for Responses

Massachusetts Health Insurance Exchange Program, Project Management and Testing Services Request for Responses Attachment A, Model Contract 1 Appendix A, Key Performance Measures - REV 03/15/2022

Appendix A

Key Performance Measures

Massachusetts Health Insurance Exchange Program, Project Management and Testing Services Request for Responses Attachment A, Model Contract 2

This Key Performance Measure Appendix sets forth the key performance measures (KPMs) and is subject to the terms and conditions contained in the Contract and is made a part thereof.

EOHHS requires that the Contractor perform its responsibilities and services as specified in the Contract, and will monitor Contractor to ensure that all Services and Deliverables under the Contract shall be provided at or above a level acceptable to EOHHS as set forth in the KPMs.

Further, EOHHS has identified a number of KPMs that EOHHS has determined to be of particular importance to the overall success of the HIX Program. Therefore, for the duration of the Contract, the Contractor will be expected to achieve defined targets associated with KPMs, and may be required to provide credits to EOHHS against amounts otherwise owed by EOHHS to the Contractor for Contractor’s failure to meet applicable KPMs (KPM Credits). For the avoidance of doubt, the application of any KPM Credits shall not be considered as liquidated damages, nor shall the application of any KPM Credits constitute a sole or exclusive remedy of Client. Client shall retain all other legal and equitable rights and remedies in addition to KPM Credits.

For the first Contract Year, the Contractor is expected to achieve the KPM targets defined below. These KPMs apply to the period beginning on the Contract Effective Date and ending on December 31, 2023 (the “First KPM Term”).

KPMs for subsequent Contract Years shall be established in writing by negotiation between the Parties, and defined no later than ninety (90) days prior to the start of each subsequent Contract year; provided, however, that in the event Parties are unable to reach agreement on any revised KPMs before thirty (30) days prior to the start of the next Contract Year, the KPMs from the preceding Contract Year shall remain in effect, unless the Client determines that they are no longer applicable.

1. Single Point of Contact

Achievement of these KPMs will require coordination and collaboration with the Client and HIX Program Vendors. The Contractor shall provide a Single Point of Contact (SPOC) for the prompt resolution of issues or conflicts pertaining to the achievement of the KPMs.

2. Periodic Review

The KPMs set forth in Tables 1-3 will be reviewed on a periodic basis by the Client so that it can determine if the defined measures and targets are appropriate. Either the Client or the Contractor may request further KPM review if, in their reasonable determination, any KPM or associated target is no longer appropriate, if new measures and targets need to be added, or if there are changes to the application or infrastructure that will impact the existing targets. The Parties will work together in good faith to consider any changes to the KPMs and will mutually collaborate in an effort to resolve any differences regarding the applicability of any existing or proposed measures or targets. If after a

Massachusetts Health Insurance Exchange Program, Project Management and Testing Services Request for Responses Attachment A, Model Contract 3 reasonable period of review, the Parties cannot reach agreement, then the issues will be documented by the Project Managers and escalated in accordance with the terms of the Contract. If questions remain regarding the appropriateness or applicability of any KPM that is the subject of the review, Client will make a final determination, taking into account the respective position(s) of both Parties.

3. Assessment of KPM Credits

Contractor’s performance shall be assessed against each KPM as described in Tables 1, 2, and 3. KPM Credits shall be assessed as credits on the monthly invoice for the relevant Service Category (i.e., Program Management or Testing and Validation Services) for the month following the month during which the Contractor failed to meet the KPM(s), up to the maximum per-month as defined below.

EOHHS’s failure to assess KPM Credits in one or more of the KPMs described in this agreement shall not constitute a waiver of any of its rights to assess liquidated or actual damages, seek any other remedy available or exercise any of its other rights under the Contract, nor constitute acceptance of Contractor’s performance.

4. KPM Reporting

Contractor shall provide the Commonwealth with a written report of its performance against all KPMs, whether or not any KPM Credit trigger was met, in accordance with the timeframes specified in Tables 1-3, below. The report will specifically address any and all occurrences where a target is not met and it will describe: (1) the KPM for which the target was missed; (2) the specific cause of failure to meet the target; (3) remedial action to be taken by the Contractor; and (4) if applicable, any actions the Contractor will take to ensure future targets for that KPM will be met. Upon delivery of the report, the Commonwealth may request a meeting with Contractor to further discuss issues related to the report.

Contractor shall immediately notify Client when Contractor determines that a KPM Credit is triggered, and Client shall immediately notify Contractor when Client determines a KPM Credit is triggered. Such notifications shall be provided by the Project Managers in writing, where "writing" may include the transmission of an email, or documenting the trigger in JIRA or in another system agreed upon by the Parties. Each such notice shall state the specific Target and measure that Contractor has triggered; and, if known at the time of notification, the date such Target and measure was triggered, based on knowledge available at the time of the notice. If any of the required elements referenced in this section is not known at the time of notification, they shall be provided as part of the incident report or other update as soon as practicable.

5. KPMs for First KPM Term

Tables 1-3 detail the KPMs for the First KPM Term. Each table provides the reporting cadence and maximum KPM Credit for that category of KPM.

Massachusetts Health Insurance Exchange Program, Project Management and Testing Services Request for Responses Attachment A, Model Contract 4

KPMs: Contract Readiness and Start-Up Activities

• Reporting: Weekly (Contract Effective Date – Contract Operational Start Date)

• Maximum Damages: 35% of total Transition Costs

Table 1: Contract Readiness and Start-Up Activities

KPI IID Assessment Period(s) Summary Description Target Measure KPM Credit

CR01 N/A Submission of Contract Readiness Workplan

The Contractor must submit an acceptable Contract Readiness Workplan no later than 15 Business Days following the Contract Effective Date

Not later than 15 Business Days following the Contract Effective Date

Number of Business Days beyond the due date until the Workplan is submitted

$5,000/Business Day

Exception(s) None. If Contractor is unable to obtain access to Client or any third-party resources (including personnel and documentation) necessary for the completion of the Workplan, Contractor shall document this within the Workplan (for example, as a Risk, Constraint or Assumption as applicable) and shall escalate immediately to the Client’s Project Manager.

CR02 N/A Successful Contract Readiness Reviews – (Section 2.5.A of the Contract)

For each Contract readiness review, Contractor successfully demonstrates that it is able to meet the Contract requirements identified as part of the readiness review; and provides EOHHS and EOHHS-designees access to all facilities, information, materials, documentation, and other information or resources necessary to validate Contractor’s representations

All Readiness Review requirements are completed successfully

For each Contract Readiness Review, the number of readiness review Contract requirements that the Contractor fails to meet, i.e., an Unmet Requirement (see Section 2.5.A of the Contract)

$5,000 per Unmet Requirement per readiness review, up to $25,000 per readiness review

Contractor may recoup $3,500 per Unmet Requirement if the requirement is met by the next Readiness Review

If on the Operational Start Date there are any remaining Unmet Requirements, the Contractor shall be assessed an additional KPM Credit of $25,000

Massachusetts Health Insurance Exchange Program, Project Management and Testing Services Request for Responses Attachment A, Model Contract 5

Exception(s) If an Unmet Requirement is solely the result of the Client’s or a third party’s actions or failure to act, and the Contractor is able to demonstrate that it took all reasonable steps to address such action or inaction in a timely manner (including but not limited to escalating to Client’s Project Manager), such Unmet Requirement will not be counted against the Contractor for the purposes of calculating the KPM Credit.

CR03 N/A Transition Workplan Submission of a detailed Transition project plan, consistent with Contract requirements, identifying resource requirements, dependencies, and critical paths of all implementation tasks and activities necessary to ensure a smooth transition to the new contractual landscape

No later than 15 following Contract

$5,000 per Business Day

Exceptions None. If Contractor is unable to obtain access to Client or any third-party resources (including personnel and documentation) necessary for the completion of the Workplan, Contractor shall document this within the Workplan (for example, as a Risk, Constraint or Assumption as applicable)

CR04 N/A OTS Transition Workplan Submission of a detailed OTS Transition Workplan, consistent with Contract requirements, identifying resource requirements, dependencies, and critical paths of all…