CB_Request__DDD0105217_-_GT_Independence_.pdf

Controlling Board

Department of Developmental Disabilities Department of Developmental Disabilities

Controlling Board Number

DDD0105217

Fiscal Year(s)

Bill Number(s)

HB 96

Request Type: Operating

Authorization Type Waiver of Competitive Selection ORC

§127.16

Status Approved

Meeting Date 6/16/2025

Request Summary The Department of Developmental Disabilities (DDOD) respectfully requests Controlling Board approval for a waiver of competitive selection in the amount of $5,754,750.00 in FY26 from fund 5S20, ALI 653622 (Medicaid Admin and Oversight), to contract with GT Independence, in Sturgis, Michigan, to provide financial management services (FMS) for the Individual Options (IO), Level One, and SELF waiver programs operated by the Department.

Funding Fiscal Year Fund ALI Amount

2026 5S20 - DDD Administration & Oversight 653622 - Medicaid Administration and Oversight $5,754,750.00

Explanation The Department of Developmental Disabilities (DDOD) respectfully requests Controlling Board approval for a waiver of competitive selection in the amount of $5,754,750.00 in FY26 from fund 5S20, ALI 653622 (Medicaid Admin and Oversight), to contract with GT Independence, in Sturgis, Michigan, to provide financial management services (FMS) for the Individual Options (IO), Level One, and SELF waiver programs operated by the Department.

The Department operates three Medicaid waivers for people with developmental disabilities. The SELF waiver is a participant-directed model, while the IO and Level 1 have services available that allow the person enrolled to exercise the option of participant-direction. To be eligible for enrollment in any of the three waivers, people must be Medicaid-eligible and have a DD Level of Care. In FY23 self-directed transportation was added to all three waivers, which is a service that enables a person to access activities and opportunities available in the broader community. Participants used the services of a fiscal agent to assist with the management of federal, state, and local taxes, payroll processing, employment forms, and workers compensation. GT Independence performed the financial management services (FMS) on behalf of the Department in accordance with the terms, conditions, and laws related to the Department's SELF, IO, and Level 1 waivers.

The Department issued the original contract with GT Independent for services in FY23 as the result of an agency released competitive opportunity, which the Controlling Board approved on June 13, 2022. (DMR0100667) The Department then exercised its option to renew the contract with GT Independence for services in FY24 and FY25 which the Controlling Board approved. (DDD0105092 & DDD0105151)

The Department is now working with the Department of Administrative Services (DAS) to prepare and post a competitive solicitation in OhioBuys. The intent is for a contract to be awarded from this solicitation in FY26, which would allow sufficient time, if necessary to transition and implement for a new Financial Management Services supplier to begin providing these services for the Department's waiver programs beginning in FY27. In the interim, the Department is requesting to continue to contract with GT Independence under the agency's direct purchasing authority as a single source in FY26 to ensure no lapse in services to waiver participants.

Related Requests Controlling Board Request Number

DDD0105092

DDD0105151

Supplier / Release & Permit

Supplier: 0000265144 - GT INDEPENDENCE, Sturgis, MI

Agency Fiscal Year

Request Amount

Contract Start

Contract End Account Release & Permit

Number

DDD 2026 $5,754,750.00 7/1/2025 6/30/2026 510050 - ADMINISTRATIVE

AND MGMT SERV DDD26/27

Attachments Type File Name (link) Contract Contract CTR028226- GT Independence (final)

Supplier Questionnaire Supplier Name: GT INDEPENDENCE

New Contract

1. What process was used to select a supplier?

Single Source The Department issued the original contract with GT Independent for services in FY23 as the result of an agency released competitive opportunity, which the Controlling Board approved on June 13, 2022.

(DMR0100667) The Department then exercised its option to renew the contract with GT Independence for services in FY24 and FY25 which the Controlling Board approved. (DDD0105092 & DDD0105151) While DAS is working on a new competitive solicitation, the Department is requesting to renew with the current supplier to prevent any lapse in services.

Number of days opportunity was advertised: 0

Supplier City State County Proposal Amount Selected GT INDEPENDENCE Sturgis MI $5,754,450.00 Yes

Why was the supplier selected? Other Original contract FY23 was awarded to this supplier as having the highest scored proposal as a result of an agency competitive solicitation. Agency exercised its option to renew the contract for FY24-25. Now issuing a single source contract with same supplier, while a new competitive solicitation is being drafted, to prevent any lapse in services.

2. Is the supplier already performing work under this contract?

No

3. Buy Ohio/Buy American Compliance Is the contractor in compliance with Buy Ohio? Yes

Is the contractor in compliance with Buy America? Yes

4. Provide the following employee information:

United States Ohio

Total Number of Employees 0 0 Percentage of Women 0.00% 0.00% Percentage of Minorities 0.00% 0.00%

5. Are subcontractors being used?

No

6. Provide future renewal schedules:

Fiscal Year Beginning Date Ending Date Total Amount

Total: $0.00 https://checkbook.ohio.gov/State/Resources/PayeeSearch.aspx?search=GT%20INDEPENDENCE https://files.obm.ohio.gov/filedownload.aspx?id=b928b3af-3543-4da2-a69b-3917f8757315

Agency Contact Jeremiah S. Wagner, Legislative Liaison Phone: 614-728-5311 Email:

Jeremiah.Wagner@dodd.ohio.gov

Signatures

Kimberly Hauck Date 05/23/2025 Agency Director/Authorized Agent

Jill N. Schuler Date 06/16/2025 Controlling Board President