Reminder: July 30 is Deadline for FI Survey 

Situation Report | July 20, 2021

HCA reminds Fiscal Intermediaries (FIs) that July 30 is the deadline to submit a survey that the state will use to determine which additional FIs will be selected as awardees and be allowed to continue to provide FI services for the Consumer Directed Personal Assistance Program (CDPAP).

See here for the survey, along with a Questions and Answers (Q&As) document and materials from a state Department of Health (DOH) webinar.

Some important information from the Q&As are as follows:

  • The information provided in the survey is related to the qualified offeror (i.e., Lead FI that submitted the original offer), not any corporate affiliates or collaborating partners. Only qualified offerors will be eligible to submit the survey.
  • It is possible that a for-profit qualified offeror could be eligible under any or all categories.
  • The only criterion that will be looked at for Category 1 awards is that the offeror is located in the counties with a population greater than 200,000 or 500,000, as evidenced by the address on the offeror’s most recent state or federal tax filing.
  • OPWDD certification is different and distinct from DOH licensure and must be related to the entity’s FI line of business, not any corporate affiliates nor collaborating partners, for the purposes of qualifying for an award under Category 2.
  • The information to submit for qualifying under Category 3 includes evidence of information and materials provided to consumers who are racial, ethnic, or religious minorities, or new Americans, in the consumers’ primary language or languages if other than English, or that reflect other service customizations based on the distinct cultural or religious needs.
  • One of the criteria under Categories 2 and 3 (on providing “continuous FI services since 2012”) means that the FI has been providing FI services since January 1, 2012 with no breaks in the availability of FI services.
  • Awards made under Categories 1, 2 or 3 that meet Category 4 criteria will count towards Category 4 awards.
  • Survey responses will be rated on a “Yes/No” basis. All qualified offerors rated “Yes” in any or all of the four award categories will then be ranked based on their original offer score.
  • DOH anticipates announcing awards with adequate time for an anticipated contract start date of November 1, 2021.
  • The Contract Notification Date has not been determined. At that time, all non-awarded FIs will have to begin the 90-day transition period per DOH MLTC Policy 21.01.
  • If an offeror is newly awarded based on any of the categories contained in the survey, the offeror will be able to serve all of the counties contained in Attachment D in their original offer.