request for information (rfi) faculty trainers, advisors ... · 10/4/2018 · request for...

NACHC RFI for Subject Matter Expertise - of 17

Request for Information (RFI)

Faculty Trainers, Advisors, Technical Experts

Subject Matter Expertise: Various

See Attachment 1 for Specific SME

-----------------------------

RFI Released: October 4, 2018

Submission Deadline: Rolling Basis

Deadline for first round of consideration: October 22, 2018

Submissions reviewed quarterly thereafter

Points of Contact:

Training and Technical Assistance Department

National Association of Community Health Centers (NACHC)

Phone (301) 347-0400

Emily DeMent ([email protected]) or Gina Capra ([email protected])

mailto:[email protected]

mailto:[email protected]


Purpose

The NACHC Training and Technical Assistance (TTA) Program assists existing and potential health centers

in addressing operational demands while sustaining their health care access mission, a community

governance model and a commitment to cultural and linguistic competence in healthcare delivery to

underserved and vulnerable populations. Through a diverse cadre of subject matter experts and

increasingly diverse delivery venues, the NACHC TTA Program is highly utilized and must be well

prepared to respond to emerging healthcare delivery issues. Specifically, NACHC maintains a

professional training cadre to provide health center professionals with quality instruction and technical

assistance resources based in adult learning principles, advanced instructional design and an

understanding and application of technology to enhance TTA delivery. The U.S. Health Resources and

Services Administration (HRSA) Bureau of Primary Health Care (BPHC) provides resource support to

NACHC to improve health center operational and clinical outcomes through the provision of

coordinated, collaborative TTA. Organization Overview - National Association of Community Health Centers (NACHC)

Because Health Centers serve patients regardless of their abilities to pay, they depend on public

financial support and need a unified voice and common source for research, information, training, and

policy. To address these needs, the National Association of Community Health Centers (NACHC)

organized in 1971. NACHC works with Health Centers and state-based primary care organizations to

serve Health Centers in a variety of ways:

• Provide research-based advocacy for Health Centers and their clients.

• Educate the public about the mission and value of Health Centers.

• Train and provide technical assistance to Health Center staff and boards.

• Develop alliances with private partners and key stakeholders to foster the delivery of primary health care services to communities in need.

Request for Information

Through this Request for Information (RFI), NACHC is seeking information on organizations/individuals

who are qualified to provide training services (as faculty, advisors, or technical experts) to health center

professionals in order to advance the operational performance of health centers nationally. Familiarity

with Section 330 of the Public Health Service Act, compliance requirements, current HRSA/BPHC

strategic goals and objectives, and the executive leadership and operational implications of the Health

Center Program Requirements is preferred.

Engagements may fall within the time period: November 1, 2018 through June 30, 2020. Vendor(s)

may be retained for this multi-year period of service, based upon successful performance evaluation

as of contract year ending June 30, 2019 and on-going availability of funds.

http://www.nachc.org/


Subject matter expertise is requested in the categories of: Diabetes Management, Facilitation, Financial

Management, Governance, Graphic Design, Graphic Recorder, Instructional Design, Knowledge

Management, Leadership Development (Clinical Workforce, C-Suite & Other Operational Workforce),

Legal Consultation, Narration / Voice Over, Clearinghouse Site Development, Practice Operations, Health

Information Technology (HIT), Project Management, Pharmacy Management, Practice Transformation

(Payment Reform, Accountable Care, Alternative Payment Methodology, Managed Care), Technical

Writer, Translation Services, Quality Initiatives, Services for Military Veterans , and Web Development.

More specific description of expertise sought is outlined in Attachment 1. When completing your

submission, please select all domains in which you are qualified to serve as a trainer, advisor, or

technical expert. See Attachment 1 for full description of expertise sought.

If, upon NACHC’s review of your submission, you are selected to the pool of qualified vendors, you will

receive targeted Request for Proposals (RFP) for specific training opportunities relevant to the selected

subject matter area, including specific dates of service and locations, if applicable.

Current (Scheduled) Training Topics and Dates: The list below provides the training dates, activities, and

locations currently scheduled to date at the time of this RFI posting. If selected as a qualified vendor,

you will receive notification of additional projects as they are added to our training and technical

assistance schedule. As part of your response to this RFI you will be asked to indicate which, if any, of

the current training projects you are interested and available to participate. This is intended to expedite

the targeted RFP process for specific tasks, services and vendor groups.

Date Training Location

January 9-10, 2019 Starting with Success/Health Center 101 New Orleans, LA

January 23-24, 2019 Revenue Cycle 360 Charleston, SC

February 6-8, 2019 Practical Art of Health Center Operations

(PAHCO)

Long Beach, CA

February 20-22, 2019 Financial Operations Management Level 1

(FOM I)

Seattle, WA

March 25-26, 2019 Workforce Summit Washington, DC metro

area

April 10-11, 2019 Cultivating Health Centers Operations (CHCO) Kansas City, MO

April 24-25, 2019 Financial Operations Management Level 2

(FOM 2)

New Orleans, LA

May 15-16, 2019 NACHC Leadership LIVE! National Harbor, Oxon

Hill, MD


Date Training Location

June 5-6, 2019 Financial Operations Management Level 3

(FOM 3)

Denver, CO

June 12-13, 2019 Elevating Health Center Operations (EHCO) Portland, OR

June 17-20, 2019 Managing Ambulatory Health Care (MAHC) Boston, MA

September 23-26, 2019 Managing Ambulatory Health Care (MAHC) Seattle, WA

Submission Requirements

Proposals must be submitted using NACHC’s web-based portal. Please click the “online form” link to

be directed to NACHC’s online submission form. The system will notify you upon your successful

submission into the portal. If NACHC selects your proposal during the first review cycle you will be

notified no later than November 7, 2018. Those applying on a rolling basis will be notified as proposals

are reviewed.

Submission Portal Link: https://nachcrfp.wufoo.com/forms/s3cdz7x07imvxu/

Proposals must be fully complete in order to be considered. Incomplete proposals will not be considered. In addition, NACHC will perform a vendor status check in the United States System for Award Management (SAM) to ensure the vendor is not on the federal exclusion list. Any applicant found on the exclusion list will not be considered. Submissions must contain:

Point of Contact Information/Organization Information

Name/Description of Organization: specifically state if you are an independent consultant, a corporation applicant or part of a joint proposal with other independent consultants.

Capability statement (page limit: two pages) that demonstrates you/your organization’s ability to deliver SME and content services in the role that you are applying for (trainer/advisor/technical), specifically:

o Trainers must demonstrate evidence of successful and effective training preparation and delivery in the selected content area to the targeted audience(s) (as appropriate);

o Advisors must demonstrate evidence of their knowledge and skills in a particular field of

knowledge, which enable them to provide detailed information and advice to empower

and expertly guide members within the specific group they advise.

o Technical experts must demonstrate evidence of their ability to provide expert

consultancy within their area of specialty.

Curriculum Vitae (CV) or Resume for principal facilitator/expert (page limit: 2 pages per

principal/expert)

Sample work presentation(s) and/or publication(s) developed and delivered by applicant that

demonstrates understanding of the specific subject matter topic, as described in this RFI (Page

limit: 40 pages)


Past evaluations, demonstrating quantitative and qualitative feedback from at least two audiences or engagements occurring between August 2016-August 2018 (Page limit: 10 pages)

Generic or sample timeline for project implementation that demonstrates approach to planning and delivery

Rate sheet for daily and hourly fees. No travel costs need to be submitted for this submission, as

bid submission is acceptance of NACHC travel and reimbursement policy (Attachment II).

A signed statement (see below) attesting to the accuracy of this proposal.

Additional points may be awarded to vendor applicants who demonstrate, within their sample

works or CV, current, content knowledge of the federal Health Center Program authorized under

Section 330 of the Public Health Service Act, its related policies, requirements and guidance, and

operational implications. See review criteria for rating scale.

Attachments

This RFI contains two attachments:

Attachment I: Descriptions of Subject Matter Expertise Sought in RFI

Attachment II: NACHC Travel Policy

Applicants are encouraged to review both attachments prior to submitting any proposals to NACHC.

Budget Template & Justification

DIRECT LABOR - Hourly Rate should reflect overall cost rate inclusive of any fringe, overhead and/or general & administrative expense (G&A), if required.

Title or Labor Category

Name of Contractor

or Employee

Contractor or Employee?

Hourly Rate

Number of Hours

Amount Requested

[TITLE]

[NAME]

[$$]

[##]

[$$]

Total –

[$$]


Timeline and Process

NACHC will accept responses to this RFI on a rolling basis. NACHC will initiate their review process

beginning October 23, 2018. Any submissions received after that date will be reviewed on a quarterly

basis. Vendors will be notified by NACHC if their submission is approved as a qualified vendor to provide

professional services. Qualified vendor status is determined based on the scoring associated with the

evaluation criteria for this RFI. Qualified vendors will then receive targeted Request for Proposals (RFPs)

for NACHC’s specific health center trainings and related projects, beginning in November 2018.

Evaluation Criteria

Information submitted will be evaluated using the criteria below.

Rating Factor Application Selection Criteria

To earn the full amount of points in each domain, the applicant must:

Weight Score

Capability Statement

Capability statement that demonstrates you/your organization’s ability to deliver service in the specific content area an in the role you have selected (faculty, advisor, technical expert) Page limit: not to exceed two pages

0.30 (0-5)

Quality of Work Samples

Demonstrate subject matter expertise as well as training and communications skills as appropriate to the role for which you have submitted (faculty, advisor, technical expert). Where appropriate, understanding of adult learning needs and content knowledge should be evidenced by:

Sample presentation(s) and supplementary training product(s), and/or publications (up to 40 pages)

Training evaluation data (up to 10 pages) Page limit: no more than 50 pages (see above)

0.25 (0-5)

Experience and Education

Resumes/CV clearly show tenure, professional experience and/or education that reflects knowledge and ability in content expertise and training Page limit: 2 pages per principal

0.20 (0-5)

Price proposal Reasonableness of average daily/hourly rate “Reasonableness” is assessed based on market or industry standards and in consideration of the not-for-profit status of health centers and NACHC

0.15 (0-5)


Completeness of Application

All application materials submitted are responsive to RFP guidance, clear, and complete.

0.05 (0-5)

Total 1.00

Priority Points Additional points can be awarded for expertise in the categories below (please demonstrate within your capacity statement):

Knowledge of the Health Center Program

Demonstrated current, content knowledge of the federal Health Center Program authorized under Section 330 of the Public Health Service Act, its related policies, requirements and guidance, and operational implications within the capability statement and/or sample works.

(0-5)

SUBMISSION FINAL SCORE

Each rating factor will be scored by reviewers on the scale below:

0 - Totally unresponsive, does not meet minimum requirements. 1 - Well below average, barely meets minimum requirements. 2 - Slightly below average, meets minimum requirements. 3 - Average, meets minimum requirements, exceeds minimum requirements in some areas. 4 - Above average, exceeds minimum requirements in many or all areas. 5 - Outstanding, far exceeds minimum requirements in most areas.


ATTESTATION

By my signature, title and date below, I hereby certify that this Proposal reflects my best estimate of the capability of organization and the true and necessary costs for the project, and the information provided herein is accurate, complete and current as of the date of my signature below.

Print Name: Signature: Title: Organization: Date:

NOTE: This project is supported by the Health Resources and Services Administration (HRSA) of the U.S.

Department of Health and Human Services (HHS) under cooperative agreement number U30CS16089,

Technical Assistance to Community and Migrant Health Centers and Homeless for $6,375,000.00. This

information or content and conclusions are those of the author and should not be construed as the

official position or policy of, nor should any endorsements by inferred by HRSA, HHS or the U.S.

Government.


RFI Attachment I: Descriptions of Subject Matter Expertise Sought by this RFI

The chart below is structured into the proposal submission portal. On that structured form, you will be

prompted to indicate the role for which you are applying in each of the SME Categories/Topic Areas. The

specific roles sought are: Faculty/Trainer (F), Advisor (A), or Technical Expert (T).

Specific Subject Matter Expertise

Categories Topic Areas

NACHC Core Training Areas: Utilize these columns to narrow down your search for core areas you are interested in applying for.

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Budget Development

Types of Budgets x x

Budgeting Processes

x x x

Approach and Role of Staff/ Board members

x x x

Profitability & Cash Flow

x x x

Reading Financial Statements

x x x

Change Management

Change Leadership

x x x x x

Resistance to Change

x x x x

Organizational Culture

x x x x

Succession/ Sustainability Planning

x x

Coding and Documentation

Coding and Documentation best practices

x x

Effective Compliance for

x x


the revenue cycle

Compensation Model

Team based compensation plans

x x x

Provider based compensation plans

x x x

Financial structure of incentive based compensation plans

x x x

Core Competency Development

Build up and advancement of Core Competency Domains

x x x x x x

Self-Directed Learning Engine

x x x x x

Management of Advisory Panel

x x x x x

Narration / Voice Over

x x

Content Mapping

x x x x x

Data Analytics/Business

Intelligence

Developing internal and external benchmarks

x x x x

Business Intelligence

x x x

Data Analytics x x x

Health center dashboards

x x x x x

Direct Technical Assistance

On-site, one-on-one with a health center

Facilitation

Large and/or Small Group

x x x x x x x x x x x x x

Learning Collaboratives


On-site, remote, virtual


Financial Elements of

Effective compliance for finance

x


Corporate Compliance

Elements of a Finance compliance plan

x

Financial Management

Financial management in a CHC setting

x

Staffing a health center finance department

x

Reporting financial information and frequency

x

IT structure for effective reporting

x

Cash flow management

x

Governance

Board & Financial Oversight

x

Board & Quality Oversight

x

Board Legal Responsibilities

x

Board's Strategic Role

x

CEO Succession & Board Role

x

Other Governance topics

x

Grant Management

330 grant budgeting

x

Federal Financial Report

x

Electronic Handbook and Payment Management System

x

330 Grant Scope of Services

x

Graphic Design Design and Layout publications

x x x x x x x

Graphic Recorder Large/small on-site events

x


Instructional Design

Adult Learning Knowledge

x x x x x x x x x x

Curriculum Development

x x x x x x x x x x

Content Delivery x x x x x x x x x x

Internal Controls/Fraud

Key Concepts of the framework

x

Control Environment

x

Risk Assessment x

Monitoring Activities

x

Leadership Content

Emotional Intelligence

x x x

Resiliency and Joy in the Workplace

x x x

Team Development

x x x x

Mindfulness x x

Developing Organizational Culture

x x x

Core Values x x x

Adaptive Leadership

x x x x x

Diversity and Inclusion

x x x x x x x

Strategic Planning

x x x x

Enhancing Motivation

x x x x x

Leadership Style Assessment Tools

x x

Communication Skills

x x x x x x x x

Conflict Management

x x x


Negotiation x x x

Social Media x x x x

Recruitment, Retention, & Engagement

x x x

Managing a multi-generational workforce

x x x

Vision/Mission x x x

Mentoring x x x

Legal Consultation

Lead Faculty x x x x x

FTCA x

Internal Consultation for staff

x x x x x x x x x x x x

Medicare Reimbursement and Cost Report

Medicare Cost Report

x x

Medicare PPS x x

Revenue Cycle impact on Medicare Cost Report

x

Medicare Scope of Services

x

Operations & HIT

Front Desk Training

x x

Multidisciplinary teams

x x x x x x

Quadruple Aim x x x

Human Resources

x

Emergency Preparedness

x

Patient and Staff Experience

x x


Risk Management

x x

Cybersecurity x

Interoperability x

Policy & Payment Expert

Lead Faculty x x x

Advise NACHC Staff

x x x

Practice Transformation

Value-Based Payment

x x

Medicare Payment

x x

Medical Home Model

x x

Project Management

Strategy and Design


Collaboration with Partners


Team Management


Communication x x x x x x x x x x x x x

Procurement x x x x x x x x x x x x x

Meet Deadlines x x x x x x x x x x x x x

Revenue Cycle Management

Accounts Receivables Reporting

x

Key Performance Indicators

x

Sliding Fee Scale x

Staffing and Managing

x

Technical Writing

Case Studies x x x x x x x x x x x x

Infographics x x x x x x x x x x x x


Publications x x x x x x x x x x x x

Issue Briefs x x x x x x x x x x x x

Translation Services

English to Spanish

x x

Web Development

Technical Expertise

x

Technical Maintenance

x

Senior Advisor x x x x

Knowledge Management

x x x x


RFI Attachment II: NACHC Consultant Travel Policies and Procedures

To help promote good stewardship and cost-efficiency we have included the following NACHC travel principles. They provide helpful guidance for booking air travel, making hotel arrangements, and securing ground transportation. Each vendor must be a responsible steward for NACHC’s resources. Adherence to this policy is strictly required. NACHC cannot provide reimbursement for undocumented expenses.

We will reimburse coach air travel as far in advance as possible to take advantage of low-cost fares. We will only reimburse the coach rate.

Do your own research for transportation and travel options on the internet. This includes hotels and car rentals.

When making hotel reservations, look at all rate rules and options and choose accordingly. If possible, take advantage of discounts offered as bundles with air and car rental options.

Consider purchasing the travel insurance (generally less than $25.00 per occurrence) offered by airlines and hotels to mitigate penalties for trip changes or cancellations. This could be especially valuable if you book further ahead and realize your plans may need to change.

Limit the use of car services (limo/town cars) for local meetings.

Limit the use of car services (limo/town cars) for transportation to and from the airport. Affordable and cost effective resources include:

o Taxis – share taxis or Uber car share services with other staff members when possible o Shared airport shuttle services (e.g. Super Shuttle) o Hotel provided shuttles, where available o Public transportation

Other reimbursable expenses include any business use of copying, messenger service, phone/ internet access, audio visual, supplies, shipping expenses, etc. as long as it is related to your scope of work and has been approved in advance.

Meals incidental to business meetings must be preapproved, include the participants and the business purpose and must include the itemized receipt. Under no circumstances is alcohol charge allowable.


Reimbursement No reimbursement for authorized expenses shall be made unless and until selected Vendor/Contractor provides NACHC with documentation of expenses as follows:

1. Include the original receipts for all travel expenses, including airline ticket receipts, taxi or shuttle receipts, hotel receipts, rental car or mileage (if using a personal car) receipts or documentation, and other miscellaneous receipts. Private automobile mileage is reimbursed at the current IRS rate based on beginning and ending odometer readings. Reimbursement for tolls and parking require a receipt.

request for information (rfi) faculty trainers, advisors ... · 10/4/2018 · request for...

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