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Notes

Action Items

4/22/24 Competitive Procurement Process Follow Up

  • NACHC RFP Process NEW.pptx

  • Goal: level set what we can do in the next month or so before CIOs drop

  • No longer a “pilot” - will be creating a process for all of NACHC that cannot be repeatedly revised

  • “Qualified vendor and partner identification”

  • Cobblestone working group: no project CCQ people on there, Andrea Price volunteered

  • Ask:

    • Template of what a RFI/RFP process would look like to Sanetra & co

      • HCOG list currently exists

        • Not continuously updated

4/16/24 - Scoring Rubric Development Group

  • NACHC-wide “Qualified Vendor List” currently exists, hasn’t been updated recently

View file
nameQVL 2020-2030.xlsx

  • Previous RFP for clinical leaders

    • Scoring rubric that we can use as model

    • Different groups: Vendors, PCA/HCCN, Health Centers

    • Rolling qualified vendor list

View file
nameReviewer Instructions_Clinical Leadership_FY23.pdf
View file
nameNACHC RFP_Clinical Leadership Development_FY23.pdf
View file
nameReviewer Scoring Sheet _pf_12.8.2023.xlsx

  • No current SOP for RFP process

4/9/24 - CCQ “Global RFP Process Development” Meeting

Whiteboard: https://zoom.us/wb/doc/FskZ3c1FS3K3rD0eEjlB6g/p/204243270762496

“Competitive Procurement Approach”

Intended Outcome: Standardized and Centralized NACHC RFP Process that is timely, efficient, and advances NACHC as partner of choice

  • Goal: Put ourselves in a position to do our contracts as soon as possible in the new contract cycle and have as much of the project year as possible

    • General competitive procurement approach to identify vendors. It's not to identify vendors for specific projects at this juncture.

    • Hope to expand this process to NACHC-wide

    • Will do more specific applications as projects become more concrete

  • Outcome is a “preferred vendor list” but may want more diplomatic language

    • We don’t want to conflate funding opportunity and don’t want to exclude partners

  • Separate from Cobblestone process

  • Open competition is the core procurement process - sole source only if necessary

    • Want to make sure that we are open to new partners, not reusing the same ones repeatedly

    • Request for information

      • Certain vendors should have consistent hourly rates & should provide hourly rate sheet (consultants, etc.)

      • Vendor Information Form

    • https://www.indeed.com/career-advice/career-development/how-to-write-request-for-information

      • Somewhat of a hybrid between an RFI and a competitive procurement process since we are gathering broad information but then also vetting/approving/selecting people and organizations

    • Needs to be viewed as all NACHC, clarify how people can enter at other points

    • Letitia did big RFP before for large group of vendors, can use scoring template, Pam can send

  • Work Groups:

    • Asana/Project Management - Andrea P & LeeAnn

    • Marketing - Comms (Ellen)

    • Survey/Qualtrics - Caryn, Meg, Andrea A, Tristan?, Jen

    • Rubrics/Review/Identifying Reviewers/Processing Responses - Sarah, Emily, Pam

  • Important questions:

    • Who is responsible and accountable for keeping this list up to date and how often? Are vendors able to update rates/information due to external factors of influence (e.g., economy, inflation). Furthermore, is this an open, continuous process or will we consider an enrollment/opening period on a recurring basis?

    • Will we consider this binding?

  • Caryn Bernstein (Deactivated) - Check in with Jesus regarding Qualtrics subscription - ends in June and he is looking at purchasing an enterprise subscription