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KYLE L. JANEK, M.D. KYLE L. JANEK, M.D. EXECUTIVE COMMISSIONER EXECUTIVE COMMISSIONER VENDOR CONFERENCE VENDOR CONFERENCE STAR+PLUS, Medicaid Rural Service Area STAR+PLUS, Medicaid Rural Service Area Services Services Request for Proposal No. 529-13-0042 Request for Proposal No. 529-13-0042 February 15, 2013 (1:00 PM – 4:00 PM) February 15, 2013 (1:00 PM – 4:00 PM)

KYLE L. JANEK, M.D. EXECUTIVE COMMISSIONER VENDOR CONFERENCE

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KYLE L. JANEK, M.D. EXECUTIVE COMMISSIONER VENDOR CONFERENCE STAR+PLUS, Medicaid Rural Service Area Services Request for Proposal No. 529-13-0042 February 15, 2013 (1:00 PM – 4:00 PM). Welcome Introductions Rick Blincoe , Enterprise Contract & Procurement Services (ECPS) - PowerPoint PPT Presentation

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Page 1: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

KYLE L. JANEK, M.D.KYLE L. JANEK, M.D. EXECUTIVE COMMISSIONEREXECUTIVE COMMISSIONER

VENDOR CONFERENCEVENDOR CONFERENCESTAR+PLUS, Medicaid Rural Service Area STAR+PLUS, Medicaid Rural Service Area

ServicesServicesRequest for Proposal No. 529-13-0042Request for Proposal No. 529-13-0042February 15, 2013 (1:00 PM – 4:00 PM)February 15, 2013 (1:00 PM – 4:00 PM)

Page 2: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

WelcomeWelcome IntroductionsIntroductions

Rick BlincoeRick Blincoe, Enterprise Contract & , Enterprise Contract & Procurement Services (ECPS)Procurement Services (ECPS)

Paula SwensonPaula Swenson, Program Operations, , Program Operations, Medicaid/CHIP DivisionMedicaid/CHIP Division

Sherice WilliamsSherice Williams, HHSC HUB , HHSC HUB AdministratorAdministrator

Meghan FrkuskaMeghan Frkuska, Assistant General , Assistant General Counsel, Office of General CounselCounsel, Office of General Counsel

Housekeeping ItemsHousekeeping Items

Page 3: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Vendor Conference OverviewVendor Conference Overview Procurement ActivitiesProcurement Activities RFP OverviewRFP Overview HUB OverviewHUB Overview Question SubmittalQuestion Submittal==================================================== Break Break ==================================================== Preliminary Responses to QuestionsPreliminary Responses to Questions ClosingClosing

Page 4: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

HHSC Procurement RolesHHSC Procurement Roles ECPS - Responsible for procurement ECPS - Responsible for procurement

activityactivity Program - Responsible for project Program - Responsible for project

scope, requirements, performance, scope, requirements, performance, results, contract results, contract management/monitoringmanagement/monitoring

HUB - Responsible for monitoring HUB HUB - Responsible for monitoring HUB activity activity

Legal – Questions/answers regarding Legal – Questions/answers regarding legal issueslegal issues

Page 5: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

ECPS Procurement ActivitiesECPS Procurement Activities

Sole Point of Contact Sole Point of Contact Questions & AnswersQuestions & Answers Procurement Schedule Procurement Schedule Solicitation Access Solicitation Access

http://www.hhsc.state.tx.us/contract/529130042/announcements.shtml

Submission RequirementsSubmission Requirements Solicitation UpdatesSolicitation Updates Screening & EvaluationScreening & Evaluation Award InformationAward Information

Page 6: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Procurement ScheduleProcurement Schedule Draft RFP Release Date Draft RFP Release Date October 11, 2012 October 11, 2012 Draft RFP Respondent Comments Due Draft RFP Respondent Comments Due November 1, 2012 November 1, 2012 RFP Release Date RFP Release Date December 12, 2012 December 12, 2012 Vendor Conference Vendor Conference February 15, 2013 February 15, 2013 Respondent Questions Due Respondent Questions Due March 1, 2013 March 1, 2013 Letters Claiming Mandatory Contract Status Due Letters Claiming Mandatory Contract Status Due March 29, 2013 March 29, 2013 HHSC Posts Responses to Respondent Questions April 1, 2013HHSC Posts Responses to Respondent Questions April 1, 2013 Proposals Due Proposals Due May 1, 2013 May 1, 2013 Deadline for Proposal Withdrawal Deadline for Proposal Withdrawal May 1, 2013 May 1, 2013 Respondent Demonstrations/Oral Presentations (HHSC option) Respondent Demonstrations/Oral Presentations (HHSC option)

To be AnnouncedTo be Announced Tentative Award Announcement Tentative Award Announcement To be Announced To be Announced Anticipated Contract Effective Date Anticipated Contract Effective Date September 1, 2013 September 1, 2013 Operational Start Date Operational Start Date September 1, 2014 September 1, 2014

Page 7: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

RFP OverviewRFP Overview

Page 8: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

RFP OverviewRFP Overview

MissionMission

Project ObjectivesProject Objectives

Scope of WorkScope of Work

Performance MeasuresPerformance Measures

Request for Proposals No. Request for Proposals No. 529-13-0042529-13-0042

Page 9: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

STAR+PLUS ExpansionSTAR+PLUS Expansion HHSC is expanding the scope of HHSC is expanding the scope of

services and expanding the services and expanding the STAR+PLUS program to the Medicaid STAR+PLUS program to the Medicaid Rural Service Area, making Rural Service Area, making STAR+PLUS available statewide.STAR+PLUS available statewide.

HHSC will select no less than 2 HHSC will select no less than 2 managed care organizations per managed care organizations per Service Area to provide the Service Area to provide the STAR+PLUS covered services in the STAR+PLUS covered services in the Medicaid Rural Service Area (MRSA).Medicaid Rural Service Area (MRSA).

Page 10: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Mission StatementMission Statement

HHSC’s mission is to improve the quality HHSC’s mission is to improve the quality of, and access to care provided to of, and access to care provided to Members, ensure continuity of care; Members, ensure continuity of care; increase utilization of Member benefits; increase utilization of Member benefits; and generate opportunities to contain and generate opportunities to contain program costs. HHSC seeks to program costs. HHSC seeks to accomplish its mission by contracting for accomplish its mission by contracting for measurable results that :measurable results that :

Integrate acute care and community-based Integrate acute care and community-based long-term services and supports.long-term services and supports.

Provide continuity of care ; and Provide continuity of care ; and Ensure timely access to quality care.Ensure timely access to quality care.

Page 11: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Mission ObjectivesMission ObjectivesHHSC will prioritize desired outcomes and benefits for the HHSC will prioritize desired outcomes and benefits for the managed care programs, and will focus its monitoring managed care programs, and will focus its monitoring efforts on the Managed Care Organization’s (MCO) ability to efforts on the Managed Care Organization’s (MCO) ability to provide satisfactory results in the following areas.provide satisfactory results in the following areas.

Continuity of CareContinuity of Care Network adequacy and access to careNetwork adequacy and access to care Service CoordinationService Coordination Increase Utilization of Member Benefits with an Increase Utilization of Member Benefits with an

Emphasis on Medical Check-ups – especially for the Emphasis on Medical Check-ups – especially for the children that volunteer into the STAR+PLUS program.children that volunteer into the STAR+PLUS program.

Quality Quality Timeliness of claim payment Timeliness of claim payment Timely access to Medically Necessary Behavioral Health Timely access to Medically Necessary Behavioral Health

ServicesServices Delivery of health care to diverse populationsDelivery of health care to diverse populations Provision of a comprehensive disease management Provision of a comprehensive disease management

program.program.

Page 12: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work The MCO must comply with all Contract The MCO must comply with all Contract

provisions including all applicable state provisions including all applicable state and federal laws, rules, regulations, and and federal laws, rules, regulations, and waiverswaivers

Covered ServicesCovered Services The MCO must provide full coverage of The MCO must provide full coverage of

Medically Necessary Covered Acute Services to Medically Necessary Covered Acute Services to all Medicaid only Members in accordance with all Medicaid only Members in accordance with the requirements of the Contract the requirements of the Contract

The MCO must also provide Functionally The MCO must also provide Functionally Necessary Community-based Long-Term Care Necessary Community-based Long-Term Care ServicesServices

The MCO may propose Value-added The MCO may propose Value-added ServicesServices

Page 13: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work Covered Community-based Long-Covered Community-based Long-

Term Care ServicesTerm Care Services Day Activity and Health Services Day Activity and Health Services

(DAHS)(DAHS) All members may receive medically All members may receive medically

and functionally necessary Day and functionally necessary Day Activity and Health ServicesActivity and Health Services

Personal Assistance Services (PAS)Personal Assistance Services (PAS) All members may receive medically All members may receive medically

and functionally necessary Personal and functionally necessary Personal Assistance Services Assistance Services

Page 14: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work HCBS STAR+PLUS Waiver HCBS STAR+PLUS Waiver STAR+PLUS provides access to an STAR+PLUS provides access to an

enriched array of services for who would enriched array of services for who would otherwise qualify for nursing facility care. otherwise qualify for nursing facility care. SSI members have access without an SSI members have access without an interest listinterest list

STAR+PLUS Services Areas still maintain STAR+PLUS Services Areas still maintain an interest list for 217-Like Group Non-an interest list for 217-Like Group Non-Member applicantsMember applicants

The MCO is responsible for tracking The MCO is responsible for tracking end dates of the Individual Service end dates of the Individual Service Plans and initiating the annual Plans and initiating the annual reviewreview

Page 15: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work Service Coordination Service Coordination

Service Coordinators are responsible for Service Coordinators are responsible for assessing member needs, formulating an assessing member needs, formulating an individualized plan of care, coordinating individualized plan of care, coordinating and authorizing acute and long-term care, and authorizing acute and long-term care, and making referrals to community and making referrals to community organizations organizations

The Service Coordinator must actively work The Service Coordinator must actively work with the Member’s primary and specialty with the Member’s primary and specialty care Providers in order to integrate carecare Providers in order to integrate care

Minimum requirements are set for Minimum requirements are set for categories of members, based upon acuity, categories of members, based upon acuity, functional needs, and/or other needs. functional needs, and/or other needs. These requirements include a minimum These requirements include a minimum number of contacts, types of contacts, and number of contacts, types of contacts, and credentials of Service Coordination staff.credentials of Service Coordination staff.

Page 16: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work Improvements!Improvements!

8.1.4.8.3 Advanced Payments8.1.4.8.3 Advanced Payments MCOs are required to develop a process by which MCOs are required to develop a process by which

providers may request advanced payments for providers may request advanced payments for authorized services that have not yet been deliveredauthorized services that have not yet been delivered . .

8.1.4.10 Provider Advisory Groups8.1.4.10 Provider Advisory Groups The MCO must establish and conduct quarterly The MCO must establish and conduct quarterly

meetings with Network Providers in each service area meetings with Network Providers in each service area in which it operates.  Membership in the Provider in which it operates.  Membership in the Provider Advisory Group(s) must include, at a minimum, acute Advisory Group(s) must include, at a minimum, acute care, community-based LTSS, and pharmacy providers.  care, community-based LTSS, and pharmacy providers.     

8.1.5.10 Member Advisory Groups8.1.5.10 Member Advisory Groups The MCO must establish and conduct quarterly The MCO must establish and conduct quarterly

meetings with Members in each service area in which meetings with Members in each service area in which it operates.  Membership in the Member Advisory it operates.  Membership in the Member Advisory Group(s) must include, at least three Members Group(s) must include, at least three Members attending each meeting and allow for member attending each meeting and allow for member advocates to participate.advocates to participate.   

Page 17: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work Assessment InstrumentsAssessment Instruments

The MCO must use functional instruments The MCO must use functional instruments to assess Members including:to assess Members including:

The DADS Consumer Needs Assessment The DADS Consumer Needs Assessment Questionnaire and Task/Hour Guide, Form Questionnaire and Task/Hour Guide, Form 20602060

The Texas Medicaid Personal Care Assessment The Texas Medicaid Personal Care Assessment Form (PCAF) for assessment of children under Form (PCAF) for assessment of children under the age of 21the age of 21

The Community Medical Necessity and Level of The Community Medical Necessity and Level of Care (MN/LOC) Assessment InstrumentCare (MN/LOC) Assessment Instrument

The HMO must also complete the Individual The HMO must also complete the Individual Service Plan (ISP), Form 3671, for each Service Plan (ISP), Form 3671, for each Member receiving HCBS STAR+PLUS Member receiving HCBS STAR+PLUS Waiver services.Waiver services.

Page 18: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work

Access to CareAccess to Care The MCO must have network PCPs and The MCO must have network PCPs and

Specialty Providers in sufficient Specialty Providers in sufficient numbers and capacity numbers and capacity

Appointments for Covered Services Appointments for Covered Services must be provided within the specified must be provided within the specified timeframes timeframes

The MCO is required to regularly verify The MCO is required to regularly verify that Covered Services are available and that Covered Services are available and accessible to Members in compliance of accessible to Members in compliance of required standardsrequired standards

Page 19: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work Provider NetworkProvider Network

The MCO must enter into written The MCO must enter into written contracts with properly credentialed contracts with properly credentialed ProvidersProviders

The MCO must maintain a Provider The MCO must maintain a Provider Network sufficient to provide all Members Network sufficient to provide all Members with access to the full range of Covered with access to the full range of Covered Services required under the ContractServices required under the Contract

Providers must be furnished with a Providers must be furnished with a Provider Manual, materials, training, and Provider Manual, materials, training, and a toll-free Provider Hotline a toll-free Provider Hotline

Page 20: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work Member ServicesMember Services

The MCO must have a Member Services The MCO must have a Member Services Department to assist Members in Department to assist Members in obtaining Covered Servicesobtaining Covered Services

Member Services must include Member Member Services must include Member Hotline, Nurseline, Member Education, Hotline, Nurseline, Member Education, and a Member Complaints and Appeals and a Member Complaints and Appeals processprocess

Member Materials must include a Member Materials must include a Member Identification Card, Member Member Identification Card, Member Handbook, Provider Directory, and Handbook, Provider Directory, and Internet WebsiteInternet Website

Page 21: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work

Marketing and Prohibited PracticesMarketing and Prohibited Practices MCOs must adhere to the Marketing MCOs must adhere to the Marketing

Policies and Procedures in the Policies and Procedures in the Contract and the HHSC Uniform Contract and the HHSC Uniform Managed Care ManualManaged Care Manual

All Marketing Policies and Procedures All Marketing Policies and Procedures are applicable to the MCO, its Agents, are applicable to the MCO, its Agents, Subcontractors and ProvidersSubcontractors and Providers

Marketing representatives are required Marketing representatives are required to complete orientation and trainingto complete orientation and training

Page 22: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work Management Information System Management Information System

(MIS) Requirements(MIS) Requirements The MCO must maintain a MIS to handle The MCO must maintain a MIS to handle

the following operational and the following operational and administrative areas:administrative areas: Enrollment/Eligibility SubsystemEnrollment/Eligibility Subsystem Provider Subsystem Provider Subsystem Encounter/Claims Processing Subsystem Encounter/Claims Processing Subsystem Financial SubsystemFinancial Subsystem Utilization/Quality Improvement Utilization/Quality Improvement Subsystem Subsystem

Reporting Subsystem Reporting Subsystem Interface SubsystemInterface Subsystem Third Party Recovery (TPR) Subsystem Third Party Recovery (TPR) Subsystem

Page 23: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work Fraud and AbuseFraud and Abuse

The MCO is subject to all state and federal The MCO is subject to all state and federal laws and regulations relating to Fraud, laws and regulations relating to Fraud, Abuse, and WasteAbuse, and Waste

The MCO must cooperate with HHSC and The MCO must cooperate with HHSC and any state or federal agency charged with any state or federal agency charged with the duty of identifying, investigating, the duty of identifying, investigating, sanctioning, or prosecuting suspected sanctioning, or prosecuting suspected Fraud, Abuse, and WasteFraud, Abuse, and Waste

The MCO must submit a written Fraud and The MCO must submit a written Fraud and Abuse compliance plan to the Office of Abuse compliance plan to the Office of Inspector General (OIG) for approval each Inspector General (OIG) for approval each year year

Page 24: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work Reporting RequirementsReporting Requirements

The MCO must provide all information The MCO must provide all information as required under the Contract and the as required under the Contract and the Uniform Managed Care Manual (UMCM)Uniform Managed Care Manual (UMCM)

Required reports with a description of Required reports with a description of the format, content, file layout, and the format, content, file layout, and submission deadlines are included in submission deadlines are included in the UMCMthe UMCM

HHSC may require additional reports as HHSC may require additional reports as necessarynecessary

Page 25: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work Continuity of Care and Out-of-Network Continuity of Care and Out-of-Network

ProvidersProviders The MCO must ensure that the care of newly The MCO must ensure that the care of newly

enrolled Members is not disruptedenrolled Members is not disrupted Members must be provided access to Out-of-Members must be provided access to Out-of-

Network services if necessary and covered Network services if necessary and covered benefits are not available within the Networkbenefits are not available within the Network

The MCO is required to ensure continued The MCO is required to ensure continued authorization of Community-based Long authorization of Community-based Long Term Care Services at the time of Term Care Services at the time of implementation implementation

Page 26: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Scope of WorkScope of Work

Medicaid Significant Traditional Medicaid Significant Traditional ProvidersProviders The MCO must seek participation in The MCO must seek participation in

its Network from all Medicaid its Network from all Medicaid Significant Traditional Providers Significant Traditional Providers (STPs) defined by HHSC(STPs) defined by HHSC

The HHSC website includes a list of The HHSC website includes a list of Medicaid STPs by Service Area (see Medicaid STPs by Service Area (see addendum 2 dated January 30, 2013)addendum 2 dated January 30, 2013)

Page 27: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Points of InterestPoints of Interest

2013 Legislative session includes many 2013 Legislative session includes many bills that may affect this RFP and current bills that may affect this RFP and current MCO contracts. MCO contracts.

8.1.45 Nursing Facility Services 8.1.45 Nursing Facility Services

HHSC reserves the right to amend the HHSC reserves the right to amend the scope of the Contract to include Nursing scope of the Contract to include Nursing Facility (NF) services for Medicaid Facility (NF) services for Medicaid Members. If NF services are added to the Members. If NF services are added to the scope of the Contract, HHSC will provide scope of the Contract, HHSC will provide advance written notice and conduct advance written notice and conduct appropriate Readiness Review. appropriate Readiness Review.

Page 28: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

HUB Subcontracting PlanHUB Subcontracting Plan(HSP) Requirements(HSP) Requirements

Page 29: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

AgendaAgenda Topics Topics• RFP Section 4.0 Historically Underutilized RFP Section 4.0 Historically Underutilized Business Business Participation RequirementParticipation Requirement

• HUB Subcontracting Plan Development and HUB Subcontracting Plan Development and SubmissionSubmission

HSP Quick ChecklistHSP Quick Checklist

HSP MethodsHSP Methods

• HSP Prime Contractor Progress Assessment HSP Prime Contractor Progress Assessment ReportReport

Page 30: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

● HUB Participation GoalsHUB Participation Goals

● Potential Subcontracting OpportunitiesPotential Subcontracting Opportunities

● Vendor Intends to Subcontract Vendor Intends to Subcontract

● Centralized Master Bidders List and HUB DirectoryCentralized Master Bidders List and HUB Directory

RFP Section 4.0 Historically RFP Section 4.0 Historically Underutilized Business Participation Underutilized Business Participation

RequirementsRequirements

Page 31: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

● Minority or Women Trade Organizations Minority or Women Trade Organizations

● Self PerformanceSelf Performance

● HSP Changes After Contract AwardHSP Changes After Contract Award

● Reporting and Compliance with the HSPReporting and Compliance with the HSP

RFP Section 4.0 Historically RFP Section 4.0 Historically Underutilized Business Participation Underutilized Business Participation

RequirementsRequirements

Page 32: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

HUB Participation Requirements

HUB Subcontracting Plan (HSP) HUB Subcontracting Plan (HSP) Development and SubmissionDevelopment and Submission

Page 33: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

If HSP is inadequate, response will be rejected

HUB GOALS

Special reminders and

instructions

HSP Information Page

Page 34: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

HUB Participation Requirements

HSP Quick ChecklistHSP Quick Checklist

Page 35: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

HUB Participation Requirements

HSP MethodsHSP Methods

Page 36: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

METHOD I

If all (100%) of your subcontracting opportunities will be performed using only HUB vendors, complete:

• Section 1 - Respondent and Requisition Information;

• Section 2 a. – Yes, I will be subcontracting portions of the contract;

• Section 2 b. – List all the portions of work you will subcontract, and

indicate the percentage of the contract you expect to award to HUB

vendors; • Section 2 c. – Yes;

• Section 4 – Affirmation; and,

• HSP GFE Method A (Attachment A) – Complete this attachment for each subcontracting opportunity.

Page 37: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Respondent and Requisition Information

HSP Information Page

Page 38: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Company Name and Requisition #

SubcontractingIntentions:Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

Page 39: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Complete Section 2-c; Yes if you will be using only HUBs to perform all Subcontracting Opportunities in 2-b.

Complete Section 2-b; List all the portions of work you will subcontract, and indicate the % of the contract you expect to award to all HUBs.

Page 40: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Section 4; Affirmation

Signature Affirms that Information Provided isTrue and Correct.

Page 41: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Complete this attachment (Sections A-1 and A-2) and List Line # and Subcontracting Opportunity.

HSP GFE Method A (Attachment A)

HUB Subcontractor Selection for this Subcontracting Opportunity

Reminders: Notice to subcontractors and HHSC.

Page 42: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

METHOD II

If any of your subcontracting opportunities will be performed using HUB protégés, complete:

• Section 1 - Respondent and Requisition Information; • Section 2 a. – Yes, I will be subcontracting portions of the

contract;

• Section 2 b. – List all the portions of work you will subcontract, and

indicate the percentage of the contract you expect to award to HUB

vendors; • Section 4 – Affirmation; and, • HSP GFE Method B (Attachment B) – Complete Section B-1 and

Section B-2 only for each subcontracting opportunity as applicable.

Page 43: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Respondent and Requisition Information

HSP Information Page

Page 44: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Company Name and Requisition #SubcontractingIntentions:Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

Page 45: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Skip Sections 2-c and 2-d.

Complete Section 2-b; List all the portions of work you will subcontract, and indicate the % of the contract you expect to award to HUB Protégés.

Page 46: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Section 4; Affirmation

Signature Affirms that Information Provided isTrue and Correct.

Page 47: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

HSP GFE Method B (Attachment B)

Complete Sections B-1; and

B-2 only for each HUB Protégé subcontracting opportunity.

Page 48: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

HSP GFE Method B (Attachment B)

List the HUB Protégé(s)

Page 49: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

METHOD IIIIf you are subcontracting with HUBs and Non-HUBs,

and the aggregate percentage of subcontracting with HUBs, holding an existing contract with HUBs for 5 years or less, which meets or exceeds the HUB Goal identified in the solicitation, complete:

• Section 1 - Respondent and Requisition Information; • Section 2 a. – Yes, I will be subcontracting portions of the

contract; • Section 2 b. – List all the portions of work you will subcontract,

and indicate the percentage of the contract you expect to award to HUB vendors and Non HUB vendors;

• Section 2 c. – No;

• Section 2 d. – Yes;

• Section 4 – Affirmation; and,

• HSP GFE Method A (Attachment A) – Complete this attachment for each subcontracting opportunity.

Page 50: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Respondent and Requisition Information

HSP Information Page

Page 51: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Company Name and Requisition #SubcontractingIntentions:Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

Page 52: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Complete Section 2-c; No to using only HUBs to perform all Subcontracting Opportunities in 2-b.

Complete Section 2-b; List all the portions of work you will subcontract, and indicate the % of the contract you expect to award to HUBs and Non-HUBs.

Page 53: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Complete Section 2-d; Yes, to the Aggregate % of the contract expected to be subcontracted to HUBs to meet or exceed the HUB goal, which you have a contract agreement in place for five (5) years or less.

Page 54: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Section 4; Affirmation

Signature Affirms that Information Provided isTrue and Correct.

Page 55: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Complete this attachment (Sections A-1 and A-2) for each subcontracting opportunity.

HSP GFE Method A (Attachment A)

Subcontractor Selection (HUBs and Non-HUBs)

Reminders: Notice to subcontractors and HHSC.

Page 56: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

METHOD IVIf you are subcontracting with HUBs and Non-HUBs,

and the aggregate percentage of subcontracting with HUBs, holding an existing contract with HUBs for 5 years or less, does not meet or exceed the HUB Goal identified in the solicitation, complete:

• Section 1 - Respondent and Requisition Information; • Section 2 a. – Yes, I will be subcontracting portions of the

contract;• Section 2 b. – List all the portions of work you will subcontract,

and indicated the percentage of the contract you expect to award to HUB vendors and Non HUB vendors;

• Section 2 c. – No; • Section 2 d. – No; • Section 4 – Affirmation; and, • HSP GFE Method B (Attachment B) – Complete this attachment

for each subcontracting opportunity/

Page 57: KYLE L. JANEK, M.D.  EXECUTIVE COMMISSIONER VENDOR CONFERENCE

Respondent and Requisition Information

HSP Information Page

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Company Name and Requisition #SubcontractingIntentions:Complete Section 2-a; Yes, I will be subcontracting portions of the contract.

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Complete Section 2-c; No, to using only HUBs to perform all Subcontracting Opportunities in 2-b.

Complete Section 2-b; List all the portions of workyou will subcontract, and indicated the % of the contract you expect to award to HUBs and Non-HUBs.

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Complete Section 2-d; No, to the Aggregate % of the contract expected to be subcontracted to HUBs to meet or exceed the HUB goal, which you have a contract agreement in place for five (5) years or less.

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Section 4; Affirmation

Signature Affirms that Information Provided isTrue and Correct.

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HSP GFE Method B (Attachment B) Complete Section B-1; and

Section B-2 only for each subcontracting opportunity.

Good Faith Efforts to find Texas Certified HUB Vendors

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HSP GFE Method B (Attachment B)

Written Notification Requirements

List 3 HUBs Contacted for this Subcontracting Opportunity

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HSP GFE Method B (Attachment B)

Written Notification To Trade Organizations

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HSP GFE Method B (Attachment B)

List Trade Organizations Notified with Dates Sent/Accepted.

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Provide written justification why a HUB was not selected for this Subcontracting Opportunity

HSP GFE Method B (Attachment B)

Reminders: Notice to subcontractors and HHSC.

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METHOD V

If you are not subcontracting any portion of the contract and will be fulfilling the entire contract with your own resources (i.e., equipment, supplies, materials, and/or employees), complete:

• Section 1 – Respondent and Requisition Information; • Section 2 a. – No, I will not be subcontracting any portion of

the contract, and I will be fulfilling the entire contract with my own resources;

• Section 3 – Self Performing Justification; and, • Section 4 – Affirmation

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Respondent and Requisition Information

HSP Information Page

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Company Name and Requisition #SubcontractingIntentions:Complete Section 2-a; No, I will not be subcontracting any portion of the contract.

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List the specific page(s)/section(s) of your proposal response, OR in the space provided, which explains how your company will perform the entire contract with its own equipment, supplies, materials and/or employees.

Section 3; Self Performing Justification

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Section 4; Affirmation

Signature Affirms that Information Provided isTrue and Correct.

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HSP ASSISTANCE FROM CPAHUB Subcontracting Plan (HSP) Forms

How to Complete an HSP: Step-by-step instructions and an audio on “How to Complete an HSP ” is located on the Texas Comptroller of Public Account’s (CPA’s) website at:

(TO BE UPDATED)

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HUB Participation Requirements

HUB Subcontracting HUB Subcontracting Opportunity Opportunity

Notification FormNotification Form

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Sample for Respondent’s Use.

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Texas Health and Human Services Texas Health and Human Services CommissionCommission

Question SubmittalQuestion SubmittalFollowed by BreakFollowed by Break

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Responses toResponses to Vendor Questions Vendor Questions

HHSC may provide non-binding verbal answers to HHSC may provide non-binding verbal answers to vendor questions. Verbal responses are non-binding, vendor questions. Verbal responses are non-binding, however, the binding, written addendum will be however, the binding, written addendum will be posted on the HHSC web site. posted on the HHSC web site.

Additional questions must be submitted in writing to Additional questions must be submitted in writing to the HHSC Sole Point of Contact (see RFP Section 1.2) the HHSC Sole Point of Contact (see RFP Section 1.2) by the date noted in the procurement schedule (see by the date noted in the procurement schedule (see RFP Section 1.3). RFP Section 1.3).

HHSC Responses are tentatively scheduled to post by HHSC Responses are tentatively scheduled to post by the date noted in the procurement schedule (see RFP the date noted in the procurement schedule (see RFP Section 1.3) on the HHSC website located at the URL Section 1.3) on the HHSC website located at the URL below:below: http://www.hhsc.state.tx.us/contract/529130042/announcements.shtml

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Closing Closing CommentsComments

Texas Health and Human Services Texas Health and Human Services CommissionCommission