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SCHEDUELE A - OPERATIONAL CONSULTING SERVICES – TIER-TWO STATEMENT OF WORK

Direct Solicitation No.260000000043 State Budget Office Analytical Support for Health and Human Services The Contractor selected will be issued a Contract Change Notice and/or Delivery Order for which the terms will be governed by the Contract Terms from appropriate Pre-Qual contracts: 250000000415, 250000000416, 250000000417, 250000000418, 250000000419, 250000000420, 250000000421, 250000000422, 250000000423, 250000000424, 250000000425, 250000000426, 250000000427, 250000000428, 250000000429, 250000000430, 250000000431, 250000000432, 250000000433, 250000000434, 250000000435, 250000000436, 250000000437, 250000000438, 250000000439, 250000000440, 250000000441, 250000000442, 250000000443, 250000000444, 250000000445, 250000000446, and this Statement of Work (SOW).

This DS will result in a Contract Change Notice (CN) for Operational Consulting Services through the awarded Contractor.

This schedule identifies the anticipated requirements of any Contract resulting from this DS. The term “Contractor” in this document refers to a bidder responding to this DS, as well as the Contractor who is awarded the contract. The term “Bidder” is used to identify where specific responses to the DS are required.

The Contractor must respond to each requirement or question and explain how it will fulfill each requirement. Attach any supplemental information and appropriately reference within your response.

IMPORTANT NOTE TO CONTRACTORS/BIDDERS: There are specific requirements for which acceptance must be simply acknowledged through a checkbox(es), and others that require further explanation. Click the appropriate checkbox and complete the entries as appropriate.

BACKGROUND

Original Contract requirements apply for this Section.

SCOPE

Original Contract requirements apply for this Section in addition to the following:

The State of Michigan (the State) through the State Budget Office (SBO) at the Michigan Department of Technology, Management and Budget seeks to engage a contractor to provide ongoing analytic support on research questions specific to publicly funded health and human services programs. The expected length of this project is two years with two 6-month options. The analytic support is intended to allow SBO staff to access necessary consultative support related to any of the following:

1. REQUIREMENTS

A. Provide services as required by the Tier-Two SOW issued by any State agency or MiDEAL member to develop project work plans, provide performance metrics, provide recommendations for improvements for projects, and identify, assess, and prioritize risks to projects. While each SOW will contain unique service levels and requirements, general deliverables may include but are not limited to.

1) Developing project plans to specify timelines and milestones for initiatives.

2) Identifying, capturing, analyzing, researching, and summarizing relevant data.

3) Providing consultation and advisory services to achieve business goals.

4) Supporting the agency during implementation of changes.

5) Transferring knowledge and providing support necessary to sustain long term success.

6) Developing workforce, organizational, and training programs, including deployment strategies.

7) Assisting with technical writing related to strategy or policy development.

8) Facilitating strategic plans with leadership groups.

9) Providing project documentation in secure and accessible formats.

General Requirements The Contractor will be responsible for complying with all the original Contract Requirements and for providing all Deliverables, Services and Staff to perform the work as indicated below.

The Contractor must be familiar with all of the following to provide requested support:

• Staff expertise specific to Federal and State Medicaid policy.

• Familiarity with expenditure and enrollment information made available through state and federal reporting.

• Demonstrable understanding and experience related to the administration of Michigan’s Medicaid program.

• Demonstrable understanding and experience related to the appropriations process in the state of Michigan.

• The ability to generate original analysis of Medicaid program caseload, expenditure, and utilization using the Transformed Medicaid Statistical Information System (T-MSIS).

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must describe in detail how they meet the above requirements.

Describe how you will comply with the requirement(s)

Training The Contractor must explain its training capabilities and any training that is included in its proposal.

The Contractor must provide documentation and training materials.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must describe explain its training capabilities and any training that is included in its proposal:

Describe how you will comply with the requirement(s)

Specific Standards The Contractor will be responsible for complying with all the original Contract Requirements.

Contractor must be able to meet the expected number of concurrent Users listed above.

Access Control and Authentication The Contractor will be responsible for complying with all the original Contract Requirements.

End-User Operating Environment The Contractor will be responsible for complying with all the original Contract Requirements.

Required Functionality Relating to Data Retention, Disposal, and Retrieval The Contractor will be responsible for complying with all the original Contract Requirements.

Service Requirements Timeframes All Contract Activities must be completed in two years from the receipt of order date is pursuant to the Notices section of the Standard Contract Terms. No project will go beyond the base years of the contract until such a time as option years have been exercised.

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Acceptance Acceptance, Inspection, and Testing The Contractor will be responsible for complying with all the original Contract Requirements.

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Staffing Contractor Representative The Contractor will be responsible for complying with all the original Contract Requirements.

Contract Administrator The Contractor will be responsible for complying with all the original Contract Requirements.

Program Manager The Program Manager for each party will monitor and coordinate the day-to-day activities of this SOW (each a “Program Manager”):

Kayla Rosen 111 S. Capitol Ave Lansing, MI 48933 RosenK1@michigan.gov 517-335-3420 [Name] [Street Address] [City, State, Zip] [Email] [Phone]

Customer Service Number

Work Hours The Contractor will be responsible for complying with all the original Contract Requirements.

Monday- Friday 8:00 AM – 5:00 PM Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Key Personnel

The Contractor must appoint at least two individuals who will be directly responsible for the day-to-day operations of this Contract (“Key Personnel”). Key Personnel must be specifically assigned to the State account, be knowledgeable on the contractual requirements, and respond to State inquiries within 48 hours.

Contractor’s Key Personnel must be on-site at upon request.

The Contractor must identify the Key Personnel, indicate where they will be physically located, describe the functions they will perform, and provide current chronological résumés.

List all exception(s):

A. The Contractor must identify all Key Personnel that will be assigned to this contract in the table below which includes the following:

1. Name and title of staff that will be designated as Key Personnel.

2. Key Personnel years of experience in the current classification.

3. Identify which of the required key personnel positions they are fulfilling.

4. Key Personnel’s roles and responsibilities, as they relate to this DS, if the Contractor is successful in being awarded the Contract. Descriptions of roles should be functional and not just by title.

5. Identify if each Key Personnel staff member is employed full-time (FT), part-time (PT) or temporary (T), including consultants used for the purpose of providing information for the proposal.

6. List each Key Personnel staff member’s length of employment or affiliation with the Contractor’s organization.

7. Identify where each Key Personnel staff member will be physically located (city and state) during the Contract performance.

1.

Name 2.

Years of Experience in Current Classification 3.

Role(s) / Responsibilities 4.

FT/PT/T

5.

Years with Organization 6.

Physical Location

B. The Contractor must provide detailed, chronological resumes of all proposed Key Personnel, including a description of their work experience relevant to their purposed role as it relates to the RFP.

Qualifications will be measured by education and experience with particular reference to experience on projects similar to that described in the RFP.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must provide the resumes and information as required above – either in this response box or identified here as an attachment to this RFP labelled as First Name, Last Name - Resume

Describe how you will comply with the requirement(s)

Organizational Chart The Contractor must provide an overall organizational chart that details staff members, by name and title, and subcontractors.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must provide detailed information as required above – either in this response box or identified here as an attachment to this RFP labelled as Org Chart.

Describe how you will comply with the requirement(s)

Disclosure of Subcontractors If the Contractor intends to utilize subcontractors for this SOW, the Contractor must disclose the following:

· The legal business name; address; telephone number; a description of subcontractor’s organization and the services it will provide; and information concerning subcontractor’s ability to provide the Contract Activities.

· The relationship of the subcontractor to the Contractor.

· Whether the Contractor has a previous working experience with the subcontractor. If yes, provide the details of that previous relationship.

· A complete description of the Contract Activities that will be performed or provided by the subcontractor Bidder must provide detailed information as requested in the above requirement(s).

The legal business name, address, telephone number of the subcontractor(s).

A description of subcontractor’s organization and the services it will provide and information concerning subcontractor’s ability to provide the Contract Activities.

The relationship of the subcontractor to the Bidder.

If yes, provide the details of that previous relationship.

A complete description of the Contract Activities that will be performed or provided by the subcontractor.

Of the total bid, the price of the subcontractor’s work.

Security The Contractor will be responsible for complying with all the original Contract Requirements. The Contractor must explain any additional security measures in place to ensure the security of State facilities. The State may require the Contractor’s personnel to wear State issued identification badges.

The Contractor’s staff may be required to make deliveries to or enter State facilities. The Contractor must: (a) explain how it intends to ensure the security of State facilities, (b) whether it uses uniforms and ID badges, etc., (c) identify the company that will perform background checks, and (d) the scope of the background checks.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must explain any additional security measures in place to ensure the security of the State and its facilities:

Describe how you will comply with the requirement(s)

Access to Tax Information

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Project Management Project Plan The Contractor will be responsible for complying with all the original Contract Requirements.

The Contractor will carry out this project under the direction and control of the Program Manager. Within 30 calendar days of the Effective Date, the Contractor must submit a final project plan to the Program Manager for approval. The plan must include: (a) the Contractor's organizational chart with names and title of personnel assigned to the project, which must align with the staffing stated in accepted proposals; and (b) the project breakdown showing sub-projects, tasks, timeline, and resources required.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must submit its project plan as described above:

Describe how you will comply with the requirement(s)

Meetings

The Contractor must attend the following meetings:

Kick-off meeting within 30 calendar days of the Effective Date.

Additionally, this is a retainer style contract. Meetings will fluctuate based on need, but could be weekly, monthly, or quarterly depending on the state budget calendar and the federal law and rule changes.

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Reporting

Additionally, the Contractor must submit to the Program Manager timely analysis of state and federal policy changes for internal SBO team review. Meet with SBO staff and provide technical expertise around budget impacts of state and federal policy changes.

Bidder Response

☐ I have reviewed the above requirement(s) and agree with no exceptions.

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here

Bidder must explain its reporting capabilities and any reporting that is included in its proposal:

Describe how you will comply with the requirement(s)

Pricing Price Term The Contractor will be responsible for complying with all the original Contract Requirements.

Ordering Authorizing Document The Contractor will be responsible for complying with all the original Contract Requirements.

Invoice and Payment Invoice Requirements The Contractor will be responsible for complying with all the original Contract Requirements.

Payment Methods The Contractor will be responsible for complying with all the original Contract Requirements.

Liquidated Damages The Contractor will be responsible for complying with all the original Contract Requirements.

Service-Level Agreement (SLA) The Contractor will be responsible for complying with all the original Contract Requirements.

A. The Contractor will be held accountable to meet the requirements and the service level requirements established in this Contract.

B. The State reserves the right to reconsider or amend SLA amounts for split awards should they occur.

C. Please Note: Should bidders require clarification or have any questions with regard to the SLAs, they should submit them during the Question and Answer Period of this solicitation; please see the Proposal Instructions for the timeline.

Bidder Response

☐ I confirm the above requirement(s) and agree with no exception(s)

☐ I have reviewed the above requirement(s) and have noted any exceptions below.

Exceptions: List all exceptions here image1.png