ATTM 017 Q&A.docx

DOCX document 93 KB Posted

Attached to
MEDICAID ELIGIBILITY OPERATIONS SERVICES
Solicitation number
5400021745
Issued by
Richland County, South Carolina

About this file

This is a Question and Answer document issued by the South Carolina Department of Health and Human Services (SCDHHS) addressing 166 bidder inquiries regarding the Medicaid Eligibility Operations Services solicitation. The solicitation seeks a contractor to provide data entry and outbound call center services for South Carolina Medicaid applications and reviews. Core services include account management, implementation, information security, readiness review, data entry, outbound call center operations, reporting requirements, security and confidentiality controls, quality improvement planning, and operational performance standards. The contractor must maintain a physical operations location in South Carolina, though hybrid staffing models may be acceptable with SCDHHS approval. Operations must be available Monday through Friday, 8:00 a.m. to 5:00 p.m. Eastern Standard Time, excluding state holidays. The contract term runs from February 1, 2022 through January 31, 2027, with dates provided as estimates subject to notice of award. The solicitation requires submission by January 12, 2022 at 11:00 a.m., with questions due by December 17, 2021 at 5:00 p.m.

The incumbent contractor is BlueCross BlueShield of South Carolina (Contract 4400015232, term 02/01/2017–01/31/2022), which will be extended to support transition to the successor vendor. Bidders are responsible for 100 percent of Medicaid application data entry activities, which must be completed within five business days of receipt with a 97 percent error-free standard. Outbound calls require at least two attempts per record within five business days of data entry completion for Pregnant Woman applications. The contractor must provide all infrastructure for outbound call center functions, including telephony systems and call logging/recording capabilities. SCDHHS provides access to OnBase, MMIS, MEDS, and MMS systems at no cost; the contractor is not responsible for hard copy storage, scanning, file exports, or inbound mail processing. Historical volume data shows average monthly call activity slightly exceeding 1,015 calls from 2019–2020, with staffing currently set at 32 Customer Service Agents. The solicitation is structured as a fixed-price contract with potential modification negotiations based on workload variance. SCDHHS declined bidder requests to revise Service Level Agreement structures to include bonuses, implement limitation of liability caps, reduce indemnification scope, or establish penalties caps.

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Other files

File Type Posted
ATTM 005 HIPAA BUSINESS ASSOCIATE AGREEMENT.docx DOCX document
Solicitation 21745.docx DOCX document
ATTM 006 ORGANIZATIONAL CONFLICT OF INTEREST DISCLOSURE.docx DOCX document
Amend 3 21745.docx DOCX document
Amend 4 21745.docx DOCX document
PL 001 Updated.docx DOCX document
Award Posting Notice 21745.doc DOC document
ATTM 002 OFFERORS CHECKLIST.docx DOCX document
Amend 1 21745.docx DOCX document
ATTM 008 PRICING TABLES_BLANK.xlsx XLSX spreadsheet
ATTM 013 UPDATED.docx DOCX document
ATTM 009 PRICING TABLES_ EXAMPLES.xlsx XLSX spreadsheet
ATTM 001 IMPORTANT NOTICE - NONRESIDENTS ONLY.docx DOCX document
ATTM 015 SERVICE PROVIDE SECURITY ASSESSMENT QUESTIONNAIRE.docx DOCX document
ATTM 007 CERTIFICATION FOR CONTRACTS GRANTS LOANS AND COOPERATIV.docx DOCX document
ATTM 012 SLA Updated_v3.docx DOCX document
ATTM 010 QUESTIONS TEMPLATE.docx DOCX document
Amend 2 21745.docx DOCX document
Award Extension 21745.doc DOC document
ATTM 016 INCIDENT REPORT.pdf PDF
PL 001 ELIG OPS STAT DATA.docx DOCX document
ATTM 011 CDML Updated.docx DOCX document
ATTM 003 CERTIFICATION REGARDING DEBARMENT SUSPENSION INELIGIBIL.docx DOCX document
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Text version

Q #

Pg #
Sub Section
RFP Language
Question
State’s Response
1
7
1.1

ACQUIRE SERVICES (MODIFIED)

The purpose of this solicitation is to acquire Services complying with the enclosed description and/or specifications and conditions.

The South Carolina Department of Health and Human Services (SCDHHS) intends to solicit proposals for Eligibility operations Services of data entry and outbound calls regarding South Carolina Medicaid applications and reviews in the most efficient and cost- effective delivery model available.

1.Hi, If we submitted for the RFP 5400022029 DESCRIPTION: Member Contact Center (MCC) Services, do we need to also submit to this proposal?

2.Word for word this RFP is the same as RFP 5400022029 except for the procurement officer and solicitation number being different. Please advise and thank you!

1.Yes. This is a separate and totally different solicitation.

2. Please read the RFP carefully as this is a different and separate solicitation.

2
7
1.3
Program Vision and Background
Is there an incumbent vendor?
Yes
3
19
3.2
Have the capacity and requisite experience to provide data entry and outbound call center services for SCDHHS, in accordance with the provisions and requirements set forth in this solicitation
1) What is the average volume of records to be called, weekly/monthly?

2) Is there seasonality to volume?

3) How many call attempts per record does SCDHHS want and in what timeframe?

1. Please see PL001 Updated

2. There can be. The Medicaid/Federally Facilitated Marketplace open enrollment period impacts volume.

3. At least two (2) attempts are required. Refer to Section 3.3.6.

4
19
3.3
To conduct these functions, Contractor will have on-line access to some or all of the following SCDHHS systems: OnBase, the Medicaid Management Information System (MMIS), the legacy Medicaid Eligibility Determination System (MEDS) and the new Member Management System (MMS).
1.Will SCDHHS provide agent navigation training for these systems?

2. How long is such training?

1. Yes, SCDHHS will provide needed training for these systems. SCDHHS will initially train all staff at implementation. Subsequent training will be a train the trainer format.

2. Initial training is typically two (2) weeks with subsequent support provided based on need.

5
20
3.3.1
SCDHHS may require the removal or reassignment of any Contractor employee or subcontractor employee assigned to provide services to this Contract that SCDHHS deems unacceptable.
1.Would SCDHHS want to conduct final interview assessments of candidates?

2.Will SCDHHS provide a Job Description/Experience profile to hire toward?

3.If SCDHHS removes an employee will they cover replacement expenditures?

1. No, SCDHHS does not want to conduct final interview assessments of candidates.

2. No. The Contractor is responsible for providing a job description.

3. No, SCDHHS will not cover replacement expenditures.

6
20
3.3.2
Begin implementation in sufficient time to ensure that the operational period begins on the proposed Actual Operations Start Date (AOSD).
What is the proposed Actual Operations Start Date by SCDHHS?
Please refer to AOSD definition in Section 2.2.
7
20
3.3.2
Operations must be located within the State of South Carolina.
1.Is this mandatory?

2. Will Work-from-Home/Remote workers located within the State of South Carolina suffice?

1. Yes, operations must be located in South Carolina.

2. No. A hybrid model or any staffing plan that does not have all staff onsite at all times may be acceptable but would need to be approved by SCDHHS.

8
21
3.3.3
Additionally, SCDHHS is required to comply with future Directives and Executive Orders from the South Carolina Governor, state provisos and legislation, rulings from CMS and federal legislation. Due to the dynamic nature of these requirements all Business Associates and Partners must agree to adhere to these changes within sixty (60) days of being notified by SCDHHS. SCDHHS recognizes that compliance with additional requirements may require modification in accordance with Section 7B, CHANGES.
Can SCDHHS provide examples of Directives or Future Orders that may cause “Change/modification” to the scope of work?
An example may be a change mandated by CMS for how applicant information is stored, shared, used, or verified, which may lead to changes in business processes.
9
21
3.3.5
Data Entry
Will SCDHHS provide data entry platform or will vendor be responsible?
Data entry will be completed within SCDHHS eligibility systems.
10
22
3.3.6
The outbound call center shall be available Monday through Friday, with the exception of state holidays, from 8:00 A.M. to 5:00 P.M. Eastern Standard Time.
Is calling outside of these hours, evenings and weekends permissible?
See Section 3.3.6 as amended.
11
22
3.3.6
Comply with the requirements related to the individuals with Limited English Proficiency (LEP) under Section 1557 of the Affordable Care Act (ACA) of 2010.
1) Can SCDHHS flag records requiring bi-lingual support?

2) Can a translation service, i.e. Voiance, be used?

1.SCDHHS does not currently have the capability to flag records requiring bi-lingual support. However, there is evidence in the eligibility system when an applicant has indicated the need for communication in a language other than English.

2. Yes, a translation service may be used.

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22
3.3.6
Outbound calls shall be completed (including second attempt) within five (5) business days, excluding South Carolina State holidays, of the date of keying completion for all Pregnant Woman applications.
How many attempts/dials per record and in what timeframe?
At least two (2) attempts are required. Please see Section 3.3.6.
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23
3.3.8
The Contractor shall ensure background checks are completed on any personnel who will be issued user IDs and passwords to any SCDHHS systems.
What FASIC level of background check is required?
The agency does not make a distinction between the types of background checks that are obtained.
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23
3.3.8
User IDs and passwords will be uniquely assigned by SCDHHS. User IDs and passwords shall remain confidential and may not be shared.
What is expected turnaround time for password assignments?
There is not a defined turnaround time for password assignments. The Contractor will be asked for information needed to provide system access upon award with a timeline to ensure system access is provided in time for training and operations.
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20
3.3.2
Implementation
1.How long is formalized classroom training?

2. How long is OJT training?

3.Will SCDHHS provide a Train-the-Trainer?

1. Initial training is typically two (2) weeks with subsequent support provided based on need.

2. Length of On-the-Job Training is to be determined by the Contractor.

3. Yes, SCDHHS will utilize a Train-the-Trainer format after initial training of Contractor staff.

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1
ATTM012 – Service Level Agreements -
PERFORMANCE STANDARDS AND LIQUIDATED DAMAGES
The present structure is punitive to the vendor with no recognition or reward, is SCDHHS prepared to engage in discussions and establish a mutual Penalty/Bonus structure that also awards the vendor for surpassing SLA’s?
No, SCDHHS does not intend to revise the SLA structure.
17
1
PL 001 ELIG OPS STAT DATA
2020 Staffing
Can SCDHHS provide insight regarding the 2020 Customer Service Agent (CSA) staffing of required 32 CSA’s to support the documented average monthly call activity average slightly over 1,015 per month Sept – Dec.?
The current staffing model has been adequate for maintaining service levels.
18
N/A
N/A
General
Please confirm the Contractor is not responsible for hard copy storage of any documents.
The Contractor is not responsible for hard copy storage of any documents.
19
N/A
N/A
General
Please confirm the Contract will neither receive nor process inbound physical hard copy mail.
The Contractor will neither receive nor process inbound physical hard copy mail.
20
N/A
N/A
General
Please confirm all documents requiring data entry will be electronically available through OnBase.
It is anticipated that all documents requiring data entry will be electronically available.
21
N/A
N/A
General
What systems is the Contractor responsible for providing?
The Contractor is responsible for any infrastructure required for the Outbound Call Center functions and reporting. There are no specific system requirements by SCDHHS. See Section 3.3.6.
22
N/A
N/A
General
Does the Contractor need to provide a data entry tool/system or will all data entry take place directly in SCDHHS’ system?
No, all data entry will take place directly in SCDHHS’ systems.
23
N/A
N/A
General
Are there any integrations with SCDHHS system that the Contractor will need to implement (e.g., file transfers, API calls, etc.)? If so, please clarify.
No, there are no integrations with SCDHHS systems that the Contractor will need to implement.
24
N/A
N/A
General
Please confirm the Contractor does not have any responsibility for scanning.
The Contractor does not have any responsibility for scanning.
25
N/A
N/A
General
1.Please confirm there is no outbound mailing associated with the contract.

2.If there are outbound mailing responsibilities, please provide data on outbound mailings for the past year and indicate if postage is a pass-thru.

1. Correct, there is no outbound mailing associated with the contract.

2. N/A

26
9
2.2 Additional Definitions
TOSD is the date on which the offeror schedules that (services) will be operational……
Does the State have a desired or required target operational start date, or should offerors propose their preferred date?
See Section 8.3. The Offeror shall enter the Contract month of its Targeted Operational Start Date (TOSD) in the space provided at the top of the table.
27
20
3.3.2
Begin implementation in sufficient time to ensure that the operational period begins on the proposed Actual Operations Start Date (AOSD).
Does SCDHHS have anticipated dates for the AOSD?
Refer to response for question 6.
28
20
3.3.2
Begin implementation in sufficient time to ensure that the operational period begins on the proposed Actual Operations Start Date (AOSD).
How long should bidders estimate they will have to implement the Project?
Refer to response for question 26.
29
21
3.3.4
Provide the Contractor with forms and file layouts necessary to meet the requirements of the Contract
1.Will the Contractor receive files?

2.If so, for what purposes and on what frequency?

1. No, the Contractor will not receive files.

See Section 3.3.4 as amended.

2. N/A

30
21
3.3.4
Provide the Contractor with forms and file layouts necessary to meet the requirements of the Contract
1.Will the Contractor be responsible for file exports?

2.If so, on what frequency?

1. No, the Contractor will not be responsible for file exports. See Section 3.3.4 as Amended.

2. N/A

31
22
3.3.5
Key in Eligibility documents in an input format determined by SCDHHS.
1.Please provide more details surrounding the input format. For example, will data need to be directly entered into SCDHHS’ systems?

2.If so, in what circumstances?

3.Will data need to be entered into a third party system where data verification takes place and then be sent via a file transfer to SCDHHS?

4.If data is not entered directly into SCDHHS’ systems, please provide more details on how this takes place.

1. Yes, data will be entered directly in SCDHHS systems.

2. It is anticipated that all data entry will take place in SCDHHS systems.

3. It is not anticipated that data will need to be entered into a third-party system.

4. N/A

32
22
3.3.5
Use transmission reports to determine timeliness
1.Please provide more details regarding transmission reports.

2.What data is to be included in transmission reports?

1.The workload management tool and Document Management System are both capable of generating reports that will show productivity and timeliness. See Section 3.3.5 as edited.

2. See Section 3.3.7 Reporting Requirements

33
22
3.3.6
Outbound call center
1.Are there any scenarios where the outbound call center would receive inbound calls other than a return call in response to a message?

2.If so, please clarify.

1. No. It is not anticipated that the outbound call center will receive inbound calls.

2. N/A

34
22
3.3.6
Outbound call center
Please confirm there are no technical requirements for an inbound call center (e.g., provide an IVR, etc.).
There are no technical requirements for an inbound call center.
35
29
3.10.2
Utilize SCDHHS PMO templates and standards to establish and maintain a project schedule
1.Are any SCDHHS PMO templates publicly available for bidders to review?

2.If so, where can they be accessed?

SCDHHS PMO templates are not currently available.

36
30
3.11.4.3
The Technical Coordinator shall be located at the Contractor’s operations facility, be dedicated to the Contract beginning on the Contract start date and be the named individual in the Contractor’s proposal.
1.Would SCDHHS remove the location requirement for the Technical Coordinator, provided the position is willing to travel to South Carolina upon request?

2.This requirement change will allow non-incumbent Contractors to provide SCDHHS with top-performing talent who may be unwilling to relocate.

See amended Section 3.11.4.3.

37
36
4.2.3.2.1
The proposed data conversion and migration strategy…..
Since it appears that access to all program systems is provided to the Contractor, please explain what data will need to be converted/migrated, including its source and destination.
See amended Section 4.2.3.2.1
38
36
4.2.3.2.4
Technical Solution
Please confirm that access to and use of all systems (including Onbase) is provided to the Contractor at no cost.
Access to and use of all SCDHHS systems, including OnBase is provided to the Contractor at no cost.
39
36
4.2.3.2.4
The client system requirements for accessing any provider-facing or State user-facing system capabilities. In particular, identify any central processing unit (CPU) limitations, operating system (OS) limitations, Web browser compatibility limitations, and other framework, plugin, or application requirements.

1.Will the Contractor need to access any provider-facing systems?

2. If so, which ones and for what purposes?

1. The Contractor will not need to access any provider-facing systems. See Section 4.2.3.2.4 as amended.

2. N/A

40
36
4.2.3.2.4
The client system requirements for accessing any provider-facing or State user-facing system capabilities. In particular, identify any central processing unit (CPU) limitations, operating system (OS) limitations, Web browser compatibility limitations, and other framework, plugin, or application requirements.
1.Does “client” refer to the Contractor in this instance?

2.If not, please clarify if the client refers to SCDHHS or another party.

1. See Section 4.2.3.2.4 as amended.

41
36
4.2.3.2.4
A description of how the proposed solution will support SCDHHS’ migration away from large batch transfers of information and towards the use of near real-time web services.
What batch file processes are in place today?
There are no batch file processes in place today for the functions addressed in this solicitation.
42
38
4.2.3.3.3
Resumes of proposed project start-up Key Personnel including reference contact information. Offeror may propose additional Key Personnel above and beyond those identified in Section 3.11 STAFFING AND KEY PERONNEL as a demonstration of commitment to continuity on the Contract.
Please confirm contact information for two references will meet this requirement.
Refer to 4.2.3.3.3 as amended.
43
ATTM 004
ATTM 004
Disclosure of Ownership
SCDHHS provided the Disclosure of Ownership form for Medicaid provider applicants. Will the Contractor be responsible for data entering this form?

If not, please clarify why this form is relevant.

ATTM 004 is not relevant to this solicitation and is thereby deleted.

44
ATTM 005
ATTM 005
Business Associate Agreement
Please confirm that ATTM 005 (Business Associate Agreement) does not need to be signed and submitted with the proposal.
This form is not required to be signed and submitted with proposal. By submitting a response to this solicitation you are accepting the BAA.
45
ATTM 008
Pricing Tables
Pricing Table A – TOSD
1) Please clarify first year pricing. Should the first contract year be comprised of a proposed number of implementation months based on the proposed TOSD and operational months that are proposed so that the total number of months for contract year one is equal to twelve?

2) If so, should the pricing tables be modified to calculate contract year one operations based on the TOSD entered by the offeror?

1) No. Table A should include only your implementation pricing and implementation months. First year pricing in Table B should only include pricing for operational months. Both are included in Table E, Contract TPV.

2) Table E captures both.

46
ATTM 013
ATTM 013
Experience Table
ATTM 013 requires bidders to indicate specific types of experience that may not be relevant to the contract (e.g., IDEA Part C, Payment Processing, Integrated Case Management). Would SCDHHS confirm this is the correct attachment and if not, provide an updated attachment?
Please refer to ATTM 013 - Updated
47
ATTM 014
ATTM 014
Included System Reports
Is the bidder responsible for completing ATTM 014 as part of their proposals?
No, the bidder is not required to complete ATTM 014 and is hereby deleted.
48
PL 001
Eligibility Ops Data
2019 and 2020 Application Data
Given the pandemic impact on 2020 data, and given the expectation that this is a fixed price contract with the option to negotiate based on workload/volume variance, should offerors base their proposed level of resources on 2019 data with the expectation that variance from this higher level of activity would result in negotiations?
Updated PL001 provides additional years’ data to assist the bidder with their proposal.
49
20
3.3.2
Operations must be located within the State of South Carolina
Is SCDHHS open to virtual or work at home in the State of SC, but no physical contact center for the work outlined in the RFP?
A physical work location must be located in South Carolina. A hybrid model or any staffing plan that does not have all staff onsite at all times may be acceptable but would need to be approved by SCDHHS.
50
22
3.3.6
Maintain and if requested, provide to SCDHHS a log of all applicant/Beneficiary calls. The Contractor’s log system shall be capable of tracking relevant service data which at a minimum, included dials per hour, contacts per hour, decision maker contacts per hour, requested call back, call length, call purpose and call outcome.
Does SCDHHS have a CRM system for tracking necessary call related information, or would the contractor need to supply this?
SCDHHS does not have a CRM system for tracking necessary call information. The Contractor is responsible for all infrastructure required for outbound call center functions.
51
29
3.11.1
Offerors shall propose labor categories they plan to use to perform duties under this Contract. The labor category descriptions shall include required training, education, skills, and experience
Can SCDHHS confirm how long training is recommended or expected for both data entry roles, and outbound contact center roles?
Initial training on use of SCDHHS systems for all agents is typically two (2) weeks with subsequent support provided based on need.
52
29
3.11.1
Offerors shall propose labor categories they plan to use to perform duties under this Contract. The labor category descriptions shall include required training, education, skills, and experience
Does SCDHHS have a training platform with updated content relative to both job roles, or would the vendor be required for supplying training platform and creation of new training content?
SCDHHS has a training platform for eligibility systems for which the Contractor will have log-in access.
53
1
1.1
The South Carolina Department of Health and Human Services (SCDHHS) intends to solicit proposals for Eligibility operations Services of data entry and outbound calls regarding South Carolina Medicaid applications and reviews in the most efficient and cost- effective delivery model available.

Are there any issues with possible award of this Medicaid Eligibility contract to the same contractor as the current Member Contact Center (MCC) Services, Solicitation 5400022029?

No known issues at this time; however, solicitation 5400022029 has been canceled and will be resolicited at a later time.

54
32
3.1.5
SCDHHS must ensure that program stakeholders do not experience any adverse impact from the transfer of the responsibility of providing Eligibility operations Services from the incumbent Contractor to either SCDHHS or a Successor Vendor. Three (3) months prior to the end of the initial Contract period or any extension thereof, the Contractor must provide a SCDHHS-approved Turnover Plan covering the possible turnover of the records and information maintained to either SCDHHS or a Successor Vendor unless waived by SCDHHS. The Turnover Plan must be a comprehensive document detailing the proposed schedule, activities and resource requirements associated with the turnover tasks outlined in the sections below.

Who is the current supplier of services for this Medicaid Eligibility RFP?

BlueCross BlueShield of South Carolina.

55
22
3.3.6
The outbound call center shall be available Monday through Friday, with the exception of state holidays, from 8:00 A.M. to 5:00 P.M. Eastern Standard Time.
Are both data entry and the outbound contact roles seasonal or only need to be staffed September-December as the volume sheet included the stated months, or is the scope of both roles year-round? (following the 8:00am to 5:00pmest Monday-Friday excluding state holidays schedule?
Both roles are needed year-round and are not seasonal. The data provided was intended to give a sample of work volume over several months. See PL001 as updated for additional data.
56
22
3.3.6
The outbound call center shall be available Monday through Friday, with the exception of state holidays, from 8:00 A.M. to 5:00 P.M. Eastern Standard Time.
As SCDHHS confirmed on the 12/17 vendor conference that the work for the roles would be year-round. Can SCDHHS please provide at least 12-month volumes for us to further analyze FTE needs?
See PL001 as updated for additional data.
57
22
3.3.6
Outbound calls shall be completed (including second attempt) within five (5) business days, excluding South Carolina State holidays, of the date of keying completion for all Pregnant Woman applications.
Can SCDHHS confirm the Average Handling Time, or Processing time for the outbound calls?
SCDHHS does not collect this information.
58
21
3.3.5
Key in Eligibility documents in an input format determined by SCDHHS.
Please provide sample Average Processing Time or expected processing time per application for the data entry role
SCDHHS does not collect this information.
59
7
1.2
Start date: 02/01/2022 End date 01/31/2027. Dates provided are estimates only. Any resulting Contract will begin on the date specified in the notice of award. See clause entitled "Term of Contract - Effective Date/Initial Contract Period".
What is the expected time of implementation from Contract Start to first day of operations?
Refer to response to question #6.
60
38
4.2.3.3.2
A description of proposed work locations of the staff during the various phases of the Contract and while conducting various tasks. Be sure to identify which activities Offeror’s staff will perform in South Carolina.

Identification of any alternative work locations (e.g., telecommuting) and how Offeror proposes to ensure that its security and privacy solution will be applied at the alternate locations.

Given the shift in workplace logistics due to the pandemic, will the State allow for a work-from-home (WFH) staffing model, if the vendor is able to assure privacy, security, and productivity?
A physical work location must be located in South Carolina. A hybrid model or any staffing plan that does not have all staff onsite at all times may be acceptable but would need to be approved by SCDHHS.
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29
3.11
General
Will the new vendor be able to acquire staffing from the current vendor?
SCDHHS does not have any staffing control. Staffing is the responsibility of the Contractor.
62
29
3.11
General
Is the staffing at the current vendor part of a union?
This information is unknown to SCDHHS.
63
7
1.3
General
1.Who is the current vendor?

2.Will their contract be extended until the new vendor is fully implemented?

1. BlueCross BlueShield of SC.

2. Yes.

64
7
1.3
General
Have there been any corrective actions plans (CAPs) under the existing contract?

If so, please provide the reason for the CAP and if they have been fully rectified.

This information is not available through the question and answer process.

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19
3.3
The core Services requested by SCDHHS shall consist of, but not be limited to, the following:
•Account Management
•Implementation
•Information Security
•Readiness Review
•Data Entry
•Outbound Call Center
•Reporting Requirements
•Security and Confidentiality Requirements
•Quality Improvement Plan
•Operational Performance Standards and Guarantees
1. It appears that Systems and Infrastructure requirements are not included in the Core Services. This seems to conflict with other requirements within the RFP that include data conversion, UAT testing, call logging system.

2. Please confirm bidders need to include a CRM for call logging, tracking and outcomes in their solution set?

Refer to section 3.3.6 as amended. The Contractor is required to have infrastructure in place for an Outbound Call Center, including the ability to log, track and have documented outcomes for outbound calling.

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19
3.3
The core Services requested by SCDHHS shall consist of, but not be limited to, the following:
•Account Management
•Implementation
•Information Security
•Readiness Review
•Data Entry
•Outbound Call Center
•Reporting Requirements
•Security and Confidentiality Requirements
•Quality Improvement Plan
•Operational Performance Standards and Guarantees
It appears that Systems and Infrastructure requirements are not included in the Core Services. Please confirm that bidders need to include a Telephony system in their proposal or confirm that the Telephony system will be furnished by the State.
The bidder needs to include a Telephony system in their proposal. Refer to Section 3.3.6 as amended.
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21
3.3.5
Key in Eligibility documents in an input format determined by SCDHHS.

1.Will vendor be responsible for 100% of all data entry activities or a sub-set?

2.If a sub-set, what are the business rules associated with the data entry activities that will be assigned to the Contractor?

1.The Contractor will be responsible for 100% of all Medicaid application data entry activities.

2. NA

21
3.3.5
Key in Eligibility documents in an input format determined by SCDHHS.

1.How will work be assigned to the Contractor?

2.Will it be assigned directly to registered user in an inbox or in bulk transmission file to be imported into the Contractor’s system and then distributed to individual workers by the Contractor?

1. The Contractor will be assigned to queue(s) within an eligibility workload management tool.

2. The Contractor will have access to the workload management tool. Contractor workers will have log in access to the tool and will obtain work directly from the tool based on queue assignments.

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21
3.3.5
Accurately and completely key documents as submitted within five (5) business days of receipt
Please confirm that documents are expected to be keyed as submitted within 5 business days of receipt by vendor
Documents shall be keyed as submitted within five (5) days of receipt by Contractor.
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3.3.5
Ensure at least ninety-seven percent (97%) of keyed documents shall be error free. Re-keying of documents identified as not having met the error free standard must be conducted on a priority basis and resubmitted within two (2) business days of discovery.
Please advise if quality measurement is at the document, field, or keystroke level.
Quality Measurement is at the document level.
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21
3.3.5
Provide access to data entry statistics
1.Please clarify what data entry statistics you are referring to here?

2.Is this referring to accuracy, productivity, number of applications keyed?

1. The Contractor will provide statistics including but not limited to the volume of work received, volume of work completed, and pending work, based on month and work queue. The Contractor will also provide quality assurance statistics.

2. This refers to both timeliness and quality metrics.

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21
3.3.5
Provide access to data entry statistics
If we are using State systems to key applications, will the State system provide the capability of reporting the data entry statistics or will the vendor need to capture these statistics using a separate application?
The State systems provide capability to capture timeliness and productivity metrics. Contractor will be required to conduct quality reviews for accuracy by reviewing work completed in SCDHHS systems for data entry. However, the system itself does not capture quality/accuracy metrics.
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21
3.3.5
Key in Eligibility documents in an input format determined by SCDHHS.

1.Please advise all document types to be keyed.

2.Does this include new applications, renewal applications, supporting documentation submitted for purposes of verifications.

1. Document type includes applications only.

2. Includes all applications.

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22
3.3.5
Use transmission reports to determine timeliness.

1.Please define what is meant by “transmission reports”.

2.Is it your expectation that documents are keyed into the vendor’s system and then transmitted to SCDHHS systems?

1. See section 3.3.5 as amended.

2. Documents will be keyed directly into SCDHHS systems.

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22
3.3.6
Maintain and if requested, provide to SCDHHS a log of all applicant/Beneficiary calls. The Contractor’s log system shall be capable of tracking relevant service data which at a minimum, included dials per hour, contacts per hour, decision maker contacts per hour, requested call back, call length, call purpose and call outcome
1.Please describe what is meant by “decision maker contacts per hour”?

2.Is this referring to successful contacts where the agent was able to gather information from the applicant/member?

1. See section 3.3.6 as amended. This refers to the number of times an agent was able to speak with someone able to obtain missing information from the application.

2. Yes.

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22
3.3.6
Maintain and if requested, provide to SCDHHS a log of all applicant/Beneficiary calls. The Contractor’s log system shall be capable of tracking relevant service data which at a minimum, included dials per hour, contacts per hour, decision maker contacts per hour, requested call back, call length, call purpose and call outcome
1.Will State users need access to our system?

2.If so, please advise number of State users who will need access.

1. Yes, the State will need access to the Contractor’s system for monitoring purposes.

2. Up to four (4) State users will need access.

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3.3.7
Provide an electronic system to allow SCDHHS staff on-line access to daily, weekly, and monthly reports
Please advise if you are looking for a reporting solution or simply a document repository that allows SCDHHS staff to access the required deposited reports.
The bidder may propose a reporting solution and/or a document repository as long as SCDHHS can access reports as needed.
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23
3.3.7
Provide comprehensive monthly reports to SCDHHS as requested for specific Contract functions. These reports shall provide the data necessary to monitor volumes, workflow, timeliness, and quality.
Please confirm that the SCDHHS systems have the necessary reporting capabilities to provide the required metrics related to data entry activities and data entry timeliness activities.
SCDHHS systems have the reporting capabilities to provide required metrics related to data entry activities and data entry timeliness activities. This reporting does not provide quality or accuracy data or data related to outbound calling functions.
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24
3.3.9
Contain monitoring and controls of telephone representations for customer service skills as well as accuracy of responses where deficiencies are addressed immediately
Please confirm that bidders should include a call recording/monitoring solution in their proposal.
Bidders should include a call recording /monitoring solution for their proposal as part of the Outbound Call Center infrastructure.
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30
3.11.4
Contractor shall provide Key Personnel which must include, at a minimum:

Account Manager Implementation Manager Technical Coordinator Operations Manager

The Definition section of the RFP defines Key Personnel as the Account Manager, Implementation Manager and the Operations Manager as Key Personnel. Please advise if the Technical Coordinator should also be considered as Key Personnel.
See Section 2.2 as amended. Also, see 3.11.4 Key Personnel. Technical Coordinator is considered Key Personnel.
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35
4.2.3.2.1
A schedule and project plan for the Implementation Phase including dates for Milestones and Deliverables
Does SCDHHS have a preferred or required operational start date?
Refer to response for question #6.
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36
4.2.3.2.1
The proposed data conversion and migration strategy, including a description of data requirements (general data scope, formats, and quality) needed to enable Offeror’s solution to operate according to its proposal
1.Please confirm that there is an expectation for the contractor to convert historical data from State systems into our system.

2.If so, what specific data are you looking to convert, call history?

3.How many years of history is expected to be converted?

4.Number of data elements?

Refer to Section 4.2.3.2.1 as amended.

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36
4.2.3.2.1
The proposed data conversion and migration strategy, including a description of data requirements (general data scope, formats, and quality) needed to enable Offeror’s solution to operate according to its proposal
Please advise if Contractor will be converting data in flight, meaning active pending cases that have remaining outbound calls to be made.
Refer to Section 4.2.3.2.1 as amended.
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36
4.2.3.2.1
A detailed description of the configuration on any COTS products for the proposed installation.
Please advise if you require the bidder’s solution to be a COTS product.
See Section 4.2.3.2.1 as amended.
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36
4.2.3.2.1
The proposed content of the Operations Dashboard.

1.Please define your intent of an Operational Dashboard.

2.Are you looking for bidders to include an integrated reporting system that can be accessed by SCDHHS staff?

3.Or, is the Operations Dashboard simply a dashboard report furnished to SCDHHS?

1. The agency would like to have access to real time reporting, as well as historical data that reflect service levels.

2. The agency is not looking for an integrated reporting system. The Operations Dashboard is a dashboard report furnished to SCDHHS. Data for the dashboard is generated from the workload management tool and electronic document management system.

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4.2.3.2.1
The proposed content of the Operations Dashboard.
If you want bidders to propose an integrated reporting system, will SCDHHS permit this system to be integrated with SCDHHS systems as appropriate?
Reporting systems are not expected to be integrated with SCDHHS systems. Separate reporting will be generated from SCDHHS systems (Data entry) and Contractor systems (Outbound calling and quality).
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38
4.2.3.3.2
A description of proposed work locations of the staff during the various phases of the Contract and while conducting various tasks. Be sure to identify which activities Offeror’s staff will perform in South Carolina.

1.Please advise if there is any requirement to have a percentage of staff located in South Carolina within specified proximity to SCDHHS offices.

2.If so, please advise the required percentage and expected distance from SCDHHS offices.

1. There is not a specific requirement regarding the percentage of staff or expected proximity of staff to SCDHHS offices. However, a physical work location must be located in South Carolina. A hybrid model or any staffing plan that does not have all staff onsite at all times may be acceptable. but would need to be approved by SCDHHS.

2. NA

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1
PL-001 Elig OPS Stat Data
2019 and 2020 Applications Received-

(includes incompletes, data entry, indexing applications, AT applications and Family Planning)

Please advise if Renewal applications are included in the volumes presented
No, renewal applications are not included in the volumes presented.
89
1
PL-001 Elig OPS Stat Data
2019 and 2020 Applications Received-

(includes incompletes, data entry, indexing applications, AT applications and Family Planning)

Please provide the monthly volume of all received documents expected to be data entered by the Contractor by type by month for the months of January to August 2019 and January to August 2020.
Refer to PL001 as updated.
1
PL-001 Elig OPS Stat Data
2019 and 2020 Applications Received-

(includes incompletes, data entry, indexing applications, AT applications and Family Planning)

If you are unable to provide the monthly volumes for all remaining months in 2019 and 2020, please confirm that the volumes presented are indicative of the volumes received in all other months of the year.
Refer to PL001 as updated.
91
1
PL-001 Elig OPS Stat Data
2019 and 2020 Applications Received-

(includes incompletes, data entry, indexing applications, AT applications and Family Planning)

Please advise if volume includes all types of documents received such as new applications, renewal applications, supporting documents for verification purposes etc.
Volume includes applications only.
92
1
PL-001 Elig OPS Stat Data
2019 and 2020 Applications Received-

(includes incompletes, data entry, indexing applications, AT applications and Family Planning)

If volumes do not include all types of documents expected to be keyed by the Contractor, please provide the historical volumes by document type for the full year of 2019 and 2020.
Refer to PL001 as updated.
93
1
PL-001 Elig OPS Stat Data
2019 and 2020 Applications Received-

(includes incompletes, data entry, indexing applications, AT applications and Family Planning)

Please advise the reason for the dramatic reduction in application volumes received between 2019 and 2020.
It is believed that this reduction was due to the public health emergency.
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1
PL-001 Elig OPS Stat Data
2019 and 2020 Applications Received-

(includes incompletes, data entry, indexing applications, AT applications and Family Planning)

Please confirm the application volumes represent applications received during the month vs. the outstanding inventory of applications to be data entered during the month.
Volumes represent applications received each month.
95
1
PL-001 Elig OPS Stat Data
2019 and 2020 Applications Received-

(includes incompletes, data entry, indexing applications, AT applications and Family Planning)

1.Is there underlying volume that has been suppressed that will materialize following the end of the Public Health Emergency?

2.Does the State anticipate an increased volume in 2022?

1. No applications have been suppressed during the public health emergency.

2. The volume of applications anticipated in 2022 is unknown.

96
1
PL-001 Elig OPS Stat Data
2019 and 2020 Applications Received-

(includes incompletes, data entry, indexing applications, AT applications and Family Planning)

If the applications received volumes represent outstanding inventory volume, please provide the actual count of application received within the given month
Application received volume does not represent outstanding inventory volume. It represents actual count of applications received within a given month.
97
1
PL-001 Elig OPS Stat Data
2019 and 2020 Outbound Calls
Please advise if the volumes presented are for all call attempts or just those that were completed through speaking with an agent.
Volumes are for when calls are completed through speaking with an agent or when a voicemail message picks up.
98
1
PL-001 Elig OPS Stat Data
2019 and 2020 Outbound Calls
If volumes presented represent all call attempts, please advise the volume of calls that were completed through speaking with an agent.
Refer to PL001 as updated.
99
1
PL-001 Elig OPS Stat Data
2019 and 2020 Outbound Calls
If volumes presented represent only those calls that were completed through speaking with an agent, please provide volumes for all call attempts made during the course of each month.
This information is not collected by SCDHHS.
100
1
PL-001 Elig OPS Stat Data
2019 and 2020 Outbound Calls
What is the average handle time for calls completed through speaking with an agent?
This information is not collected by SCDHHS.
101
1
PL-001 Elig OPS Stat Data
2019 and 2020 Outbound Calls
Can you offer an explanation as to why the outbound call volume increased slightly between 2019 and 2020 while the application volume dramatically decreased?
The reason for any increase in outbound call volume is not known. It is believed that the public health emergency impacted application volume.
102
1
PL-001 Elig OPS Stat Data
2019 and 2020 Outbound Calls
What percentage of applications/incoming documents received are incomplete requiring an outbound phone call to be made?
SCDHHS does not have this data. See PL001 as updated.
103
1
PL-001 Elig OPS Stat Data
2019 and 2020 Outbound Calls
Are voice mail messages left for applicants/members during outbound call attempts?
Yes
104
1
PL-001 Elig OPS Stat Data
2019 and 2020 Outbound Calls
1.If voice mail messages are left for applicants/members during outbound call attempts, are they given the option to return? the call?

2.If so, will the Contractor be required to accept these inbound calls?

1. Yes

2. No. Applicants are directed to the Member Contact Center.

105
1
PL-001 Elig OPS Stat Data
2019 and 2020 Outbound Calls
If inbound return calls are accepted by the Contractor, can you please provide the historical volume of inbound calls by month if excluded from the volumes already presented?
Inbound return calls are not accepted by the Contractor.
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36
4.2.3.2.1
The proposed implementation training strategy
What is the length of the State’s current training program for existing staff positions?
Initial training is typically two (2) weeks with subsequent support provided based on need.
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1
ATTM 008 Pricing Tables
Pricing Tables, Excel document
As the pricing requires a fixed fee, are we able to negotiate the agreed upon price if volumes materially exceed the projections included in Attachment PL-001.
Please refer to Section 7.43 and Section 7.44.
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53
7.33- Terms and Conditions- B. Special, Indemnification – Third Party Claims – General and Indemnification – Third Party Claims – Disclosure of Information.
(a) Without limitation, Contractor shall defend and hold harmless Indemnitees from and against any and all suits, claims, investigations, or fines (hereinafter "action") of any character (and all related damages, settlement payments, attorneys' fees, costs, expenses, losses or liabilities) by a third party which arise out of or in connection with an unauthorized disclosure of government information (as defined in the clause titled Information Security - Definitions) caused in whole or in part by any act or omission of resulting from the misuse, unauthorized disclosure, or other misappropriation of government information in breach of its confidentiality obligations under this Contract by the Contractor, its subcontractors at any tier, their employees, workmen, servants, agents, or anyone directly or indirectly employed by them or anyone for whose acts any of them may be liable, and regardless of whether or not caused in part by an Indemnitee, and whether or not such action is brought by a third party or an Indemnitee, but only if the act or omission constituted a failure to perform some obligation imposed by the Contract or the law.

(b) Indemnitee must notify Contractor in writing within a reasonable period of time after Indemnitee first receives written notice of any action. Indemnitee's failure to provide or delay in providing such notice will relieve Contractor of its obligations under this clause only if and to the extent that such delay or failure materially prejudices contractor’s ability to defend such action. Indemnitee must reasonably cooperate with Contractor's defense of such actions (such cooperation does not require and is without waiver of an Indemnitees attorney/client, work product, or other privilege) and, subject to Title 1, Chapter 7 of the South Carolina Code of Laws, allow Contractor sole control of the defense, so long as the defense is diligently and capably prosecuted. Indemnitee may participate in Contractor's defense of any action at its own expense. Contractor may not, without Indemnitee's prior written consent, settle, compromise, or consent to the entry of any judgment in any such commenced or threatened action unless such settlement, compromise or consent (i) includes an unconditional release of Indemnitee from all liability related to such commenced or threatened action, and (ii) is solely monetary in nature and does not include a statement as to, or an admission of fault, culpability or failure to act by or on behalf of, an Indemnitee or otherwise adversely affect an Indemnitee. Indemnitee's consent is necessary for any settlement that requires Indemnitee to part with any right or make any payment or subjects Indemnitee to any injunction.

(c) Notwithstanding any other provision, Contractor's obligations pursuant to this clause are without any limitation whatsoever. Contractor's obligations under this clause shall survive the termination, cancellation, rejection, or expiration of the contract. This provision shall be construed fairly and reasonably, neither strongly for nor against either party, and without regard to any clause regarding insurance.

(d) "Indemnitee" means the State of South Carolina, its instrumentalities, agencies, departments, boards, political subdivisions and all their respective officers, agents, and employees.

Will the State please consider limiting the indemnification clauses dealing with third-party claims to issues caused directly by the Contractor’s own fault, willful misconduct or negligence?
SCDHHS has determined it is not in the best interest of SCDHHS to make the change requested.
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7.33- Terms and Conditions- B. Special, Indemnification – Third Party Claims – General and Indemnification – Third Party Claims – Disclosure of Information.
(a) Without limitation, Contractor shall defend and hold harmless Indemnitees from and against any and all suits, claims, investigations, or fines (hereinafter "action") of any character (and all related damages, settlement payments, attorneys' fees, costs, expenses, losses or liabilities) by a third party which arise out of or in connection with an unauthorized disclosure of government information (as defined in the clause titled Information Security - Definitions) caused in whole or in part by any act or omission of resulting from the misuse, unauthorized disclosure, or other misappropriation of government information in breach of its confidentiality obligations under this Contract by the Contractor, its subcontractors at any tier, their employees, workmen, servants, agents, or anyone directly or indirectly employed by them or anyone for whose acts any of them may be liable, and regardless of whether or not caused in part by an Indemnitee, and whether or not such action is brought by a third party or an Indemnitee, but only if the act or omission constituted a failure to perform some obligation imposed by the Contract or the law.

(b) Indemnitee must notify Contractor in writing within a reasonable period of time after Indemnitee first receives written notice of any action. Indemnitee's failure to provide or delay in providing such notice will relieve Contractor of its obligations under this clause only if and to the extent that such delay or failure materially prejudices contractor’s ability to defend such action. Indemnitee must reasonably cooperate with Contractor's defense of such actions (such cooperation does not require and is without waiver of an Indemnitees attorney/client, work product, or other privilege) and, subject to Title 1, Chapter 7 of the South Carolina Code of Laws, allow Contractor sole control of the defense, so long as the defense is diligently and capably prosecuted. Indemnitee may participate in Contractor's defense of any action at its own expense. Contractor may not, without Indemnitee's prior written consent, settle, compromise, or consent to the entry of any judgment in any such commenced or threatened action unless such settlement, compromise or consent (i) includes an unconditional release of Indemnitee from all liability related to such commenced or threatened action, and (ii) is solely monetary in nature and does not include a statement as to, or an admission of fault, culpability or failure to act by or on behalf of, an Indemnitee or otherwise adversely affect an Indemnitee. Indemnitee's consent is necessary for any settlement that requires Indemnitee to part with any right or make any payment or subjects Indemnitee to any injunction.

(c) Notwithstanding any other provision, Contractor's obligations pursuant to this clause are without any limitation whatsoever. Contractor's obligations under this clause shall survive the termination, cancellation, rejection, or expiration of the contract. This provision shall be construed fairly and reasonably, neither strongly for nor against either party, and without regard to any clause regarding insurance.

(d) "Indemnitee" means the State of South Carolina, its instrumentalities, agencies, departments, boards, political subdivisions and all their respective officers, agents, and employees.

Will the State please consider removing the word “sole” from the following sentence in Indemnification -Third Party Claims- General: “…; however, if an Indemnitee's negligent act or omission is subsequently determined to be the sole proximate cause of a suit or claim, the Indemnitee shall not be entitled to indemnification hereunder.”?
SCDHHS has determined it is not in the best interest of SCDHHS to make the change requested. .
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Terms and Conditions- B. Special
New Provision/Clause

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