Request for Proposal for Business Ethics Training for Health Care Cooperative June 6, 2011 Overview Health

Care Cooperative (HCC) was founded in 1983 to provide business services for small- to medium-level health care providers in the areas of records management, patient billing, and compliance training. With offices in eight locations throughout the United States, HCC has been identified as an industry leader in our unique field and maintains a serious commitment to conducting our business affairs ethically and complying with all of the laws that govern our operations. Our training products for the Health Insurance Portability and Accountability Act of 1996 (HIPAA) has been nationally recognized for their ability to engage learners and effectively train workers in hundreds of small provider offices across the country. HCCs basic company motto is: Do the right thing in all business and personal situations. The company is built on five foundational principles that serve as the guiding force in our everyday operations: Accountability = all employees will be answerable for their conduct and choices Honesty = truth is the only acceptable answer in all business and personal dealings Integrity = We will do what we say and say what we will do Openness = All employees will be forthright in their responses regardless of the question Respect = All employees are valued and treated with dignity and thoughtfulness

In an era where corporate scandals and personal wrong-doing is uncovered with a frightening degree of frequency, HCC is soliciting bids for ethics training for all senior- and mid-level managers throughout the company. Previously, mandatory ethics training was provided at the annual company meeting and managers and supervisors were expected to communicate key concepts to all HCC employees. In these sessions, leaders were provided excellent training with high-quality presentations and opportunities to collaborate with peers to discuss specific problems that surface in the company from time to time. However, due to rising costs of conducting an off-site annual meeting, HCC is examining alternative ways to simulate this training and communicate critical information to all employees and is offering this request for proposal to invite bidders to propose an appropriate solution to this problem. Leadership in business ethics is important to HCC

since it speaks of who we are as a company and as individuals. As such, we are looking for an effective and affordable training solution that will prepare our employees for the every-day situations that they are likely to face. While it is expected that our ethics training product catalog may eventually contain a very wide variety of subjects, HCC believes that there are two areas that should be addressed initially: employee personal conduct (to include promoting a positive work environment and respecting others in the workplace) and appropriate use of company assets. HCC invites bidders to participate in a process that will result in an award for the best cost/value proposal to the stated problem. To accommodate this process, HCC proposes that the response be structured loosely as follows: Section I Understanding of the Instructional Requirements The successful bidder will demonstrate a thorough understanding of the project requirements and articulate their approach to the solution. In the process, the bidder will, at a minimum, provide clear statements regarding: Re-statement of the problem and the bidders unique perspective on and proposed approach to the solution, including: o Relevant background information o A comprehensive list of proposed work tasks and project deliverables Explanation of the bidders plan to conduct further analysis of the learning needs within the constraints of the environment Development of target learner profile and plan for additional analysis (if required) A proposed technical solution (if required) to include: o Learning solution hardware and software baseline requirements o Post-implementation training support o Courseware integration, testing and deployment o Other operational support as required

Section II Project Management Plan Presentation of a comprehensive project management document will be part of the bidders response. The project plan should be developed with standard project management software and will adhere to standard, commonly accepted principles and practices of project management. Included in the plan should be details regarding: Presentation of an overall plan for timely delivery of instructional solution

Plan to secure approval and authorization to proceed (ATP) Risk analysis / mitigation for project management concerns including schedule overruns

Section III Initial Cost Proposal The bidder will provide an initial cost proposal that will address the costs of fully meeting the requirements. At a minimum, the following should be addressed: A complete resource / cost breakdown to include: o Personnel / cost to complete tasks, including the resource-to-task relationship o Level of effort activities (as required) based on a 2080 hour labor year o Management requirements and other overhead costs o Indirect costs (if required) o General and administrative (G&A) costs (where necessary and appropriate) Risk analysis / mitigation for potential cost overruns

Section IV Resource / Staffing Plan The successful bidder will present a comprehensive plan for providing the necessary resources to complete the work in a timely fashion and with the requisite level of quality. The resource / staffing section should, at a minimum, include information about the following: Summary of key personnel to include: o Relevant work experience o Educational background o Bidder representations, certifications, and acknowledgements A complete list of project personnel requirements, to include contract personnel as required A view of resource management to include organizational charts, levels of management or leadership responsibility, etc. Risk analysis / mitigation for resource and staffing concerns

Section V Other Considerations Section V is comprised of a number of issues that may be addressed in the context of the response to this RFP. The following list is comprised of additional concerns that may be addressed:

Quality assurance procedures Implementation and testing procedures Program evaluation plan Measurement / estimation of return on investment (ROI) to include specific methodology for accurate measurement Progress meetings / formal presentation expectations to include: o Schedule of the presentation o Form / conduct of the presentation o Meeting time allowed o Bidders presentation team o Minimum content of presentation Formal inspection / acceptance of final deliverable products

Section VI Evaluation Criteria for Contract Award The bidder will be provided with the following criteria for judging successful proposals including: Instructional / technical approach Personnel experience and qualifications Contractors capability to perform the contract Contractors past performance Price / value proposal

Proposed Timelines To meet our target dates for program implementation, the following proposed deadlines are offered to maintain project schedule considerations: Key Event Date(s) Submission of an Introductory Document from interested bidders Receipt of relevant clarifying questions (submitted to the authorized client representative, Scott Switzer) Issuance of an official addendum to the RFP to address bidder questions and other clarifications (as necessary) provided to all Proposed NLT 5:00pm MDT June 10, 2011 NLT 5:00pm MDT June 17, 2011

NLT 5:00pm MDT June 22, 2011

qualified bidder teams Submission of Initial Learning Plan for client review Initial contact with bidders (to be arranged) bidder presentation of Initial Learning Plan Progress Meetings / Discussions / Communication NLT 5:00pm MDT July 1, 2011

NLT 5:00pm MDT July 8, 2011

As required / scheduled by bidder teams arranged through the authorized client representative NLT 5:00pm MDT July 15, 2011

Submission of Initial Business Plan (Preliminary Project Management Plan / Cost Proposal) Submission of Final Bid Proposal (combined proposal with revised Learning Plan and Final Business Plan) Final Presentation of Full Bid Proposal (Revised Learning Plan / Final Project Management Plan & Cost Proposal)

NLT 5:00pm MDT July 22, 2011

NLT 5:00pm MDT July 29, 2011

RFP document supplied by Scott Switzer 5160 INTE University of Colorado Denver for the purpose of hypothetical client simulation