TITLE PAGE FLORIDA DEPARTMENT OF HEALTH DOH 16-015F13993_DOH16015_Final.pdf · TITLE PAGE FLORIDA DEPARTMENT OF HEALTH DOH 16-015 2-2016 REQUEST FOR PROPOSALS (RFP) FOR ... Calendar

TITLE PAGE FLORIDA DEPARTMENT OF HEALTH

DOH 16-015

2-2016

REQUEST FOR PROPOSALS (RFP) FOR

MQA Leadership Training Program Respondent Name: ___________________________________________________________ Respondent Mailing Address: __________________________________________________ City, State, Zip: _______________________________________________________________ Telephone: ( ) ______________________ Fax Number: ( ) ______________________ E-Mail Address: ______________________________________________________________ Federal Employer Identification Number (FEID): ___________________________________

BY AFFIXING MY SIGNATURE ON THIS PROPOSAL, I HEREBY STATE THAT I HAVE READ THE ENTIRE RFP TERMS, CONDITIONS, PROVISIONS AND SPECIFICATIONS AND ALL ITS ATTACHMENTS, INCLUDING THE REFERENCED PUR 1000 AND PUR 1001. I hereby certify that my company, its employees, and its principals agree to abide to all of the terms, conditions, provisions and specifications during the competitive solicitation and any resulting contract including those contained in the Standard Contract.

Signature of Authorized Representative: _________________________________________ Printed (Typed) Name and Title: _______________________________________________ *An authorized representative is an officer of the Respondent’s organization who has legal authority to bind the organization to the provisions of the Proposals. This usually is the President, Chairman of the Board, or owner of the entity. A document establishing delegated authority must be included with the Proposal if signed by other than theauthorized representative.

Solicitation Number: DOH16-015 Request for Proposals MQA Leadership Training Program Page | 3

TABLE OF CONTENTS SECTION 1.0: Introductory Materials………………………………………………………….………..4

SECTION 2.0: Procurement Process, Schedule & Constraints……………………………………...6

SECTION 3.0: Scope of Services…………………………………………………………………….…9

SECTION 4.0: Instructions for Proposal Submittal…………………………………………………..11

SECTION 5.0: Contract Special Terms and Conditions………………………………………….….16

SECTION 6.0: Proposal Evaluation Process and Criteria…………………………………………..20

ATTACHMENT A: Cost Proposal……………………………………………………………………..23

ATTACHMENT B: Experience Form………………………………………………………………….26

ATTACHMENT C: Statement of Non-Collusion……..……………………………………………….28

EXHIBIT 1: Division of Medical Quality Assurance Strategic Plan


SECTION 1.0: INTRODUCTORY MATERIALS 1.1 Statement of Purpose

The Department of Health (the Department) is requesting proposals for an extensive organizational and leadership development training program for all managers of the Division of Medical Quality Assurance.

1.1.1. Programmatic Authority

Section 110.235, Florida Statutes.

1.2 Definitions Business days: Monday through Friday, excluding state holidays.

Business hours: 8 a.m. to 5 p.m., Eastern Time on all business days. Calendar days: All days, including weekends and holidays. Contract: The formal agreement or order that will be awarded to the successful Respondent under this RFP, unless indicated otherwise. Contract Manager: An individual designated by the Department to be responsible for the monitoring and management of the Contract.

Minor Irregularity: As used in the context of this solicitation, indicates a variation from the RFP terms and conditions which does not affect the price of the proposal, or give the Respondent an advantage or benefit not enjoyed by other respondents, or does not adversely impact the interests of the Department.

Proposal: The complete written response of the Respondent to the RFP (technical and cost proposals), including properly completed forms, supporting documents, and attachments. Respondent: The entity that submits a Proposal in response to this RFP. This term also may refer to the entity awarded a contract by the Department in accordance with terms of this RFP. Succession Planning: A process for identifying and developing internal employees with the potential to fill key business leadership position within the Department. Systems Approach: Concept which views the organization as an interconnected purposive system consisting of several internal and external subsystems broken into three parts, input, process and output. Training Course (course): Training consisting of 8 or more training modules for approximately 30 participants. Training Module (module): Training consisting of 6 to 8 hour day or days of training activities, or group training activities, focused on a specific topic.


Training Program: Multiple training courses for all 135 participants over the term of the contract. Vendor Bid System (VBS): Refers to the State of Florida internet-based vendor information system at: http://vbs.dms.state.fl.us/vbs/main_menu

http://vbs.dms.state.fl.us/vbs/main_menu


SECTION 2.0: PROCUREMENT PROCESS, SCHEDULE & CONSTRAINTS 2.1 Procurement Officer

The Procurement Officer assigned to this solicitation is: Florida Department of Health Attention: Lacy Perkins 4052 Bald Cypress Way, Bin B07 Tallahassee, FL 32399-1749 Email: [email protected]

2.2 Restriction on Communications Respondents to this solicitation or persons acting on their behalf may not contact, between the release of the solicitation and the end of the 72-hour period following the agency posting the notice of intended award, excluding Saturdays, Sundays, and state holidays, any employee or officer of the executive or legislative branch concerning any aspect of this solicitation, except in writing to the procurement officer as provided in the solicitation documents. Violation of this provision may be grounds for rejecting a response. Section 287.057(23), Florida Statutes

2.3 Term It is anticipated that the Contract resulting from this RFP will be for a three year period beginning July 1, 2017 or the Contract execution date, whichever is later, and is subject to renewal as identified in Section 5.2. The Contract resulting from this RFP is contingent upon the availability of funds.

2.4 Timeline

EVENT DUE DATE LOCATION

RFP Advertised / Released

March 17, 2017 Posted to the Vendor Bid System at: http://vbs.dms.state.fl.us/vbs/main_menu

Questions Submitted in

Writing

Must be received

PRIOR TO: March 28, 2017 5:00 PM EST

Submit to: Florida Department of Health Central Purchasing Office

Attention: Lacy Perkins Suite 310 4052 Bald Cypress Way, Bin B07 Tallahassee, FL 32399-1749 E-mail: [email protected]



Answers to Questions

(Anticipated Date)

March 30, 2017 Posted to Vendor Bid System at: http://vbs.dms.state.fl.us/vbs/main_menu

Sealed Proposals and Cost Proposals

Due

(Must be Sealed)

Must be received

PRIOR TO:

April 18, 2017 3:00 PM EST

Submit to: Florida Department of Health Central Purchasing Office

Attention: Lacy Perkins DOH16-015 4052 Bald Cypress Way, Bin B07 Tallahassee, FL 32399-1749

Technical Proposals Opened

April 18, 2017 3:00 PM EST

PUBLIC MEETING Florida Department of Health DOH16-015 4052 Bald Cypress Way Suite 310 Tallahassee, FL 32399

Evaluation of Proposals

(Anticipated Date)

April 20, 2017 Evaluation Team Members to begin evaluations individually.

Cost Proposals Opened

April 27, 2017 3:00 PM EST

PUBLIC MEETING Florida Department of Health 4052 Bald Cypress Way Suite 310 Tallahassee, FL 32399

Posting of Intent to Award

(Anticipated Date)

May 8, 2017 Posted to the Vendor Bid System at: http://vbs.dms.state.fl.us/vbs/main_menu

2.5 Addenda

If the Department finds it necessary to supplement, modify, or interpret any portion of the specifications or documents during the solicitation period a written addendum will be posted on the MyFlorida.com Vendor Bid System, http://vbs.dms.state.fl.us/vbs/main_menu. It is the responsibility of the Respondent to be aware of any addenda that might affect their Proposal.





2.6 Questions This provision takes precedence over General Instruction #5 in PUR1001. Questions related to this solicitation must be received, in writing (either via U.S. Mail, courier, e-mail, fax, or hand-delivery), by the Procurement Officer identified in Section 2.1, within the time indicated in the Timeline. Verbal questions or those submitted after the period specified in the Timeline will not be addressed. Answers to questions submitted in accordance with the RFP Timeline will be posted on the MyFlorida.com Vendor Bid System web site: http://vbs.dms.state.fl.us/vbs/main_menu.

2.7 Identical Tie Proposals Where there is identical pricing or scoring from multiple respondents, the Department will determine the order of award in accordance with Florida Administrative Code Rule 60A-1.011.



SECTION 3.0: SCOPE OF SERVICES 3.1 Background:

The Department has a need to purchase an organizational and leadership development training program for all managers of the Division of Medical Quality Assurance (MQA) as part of a sustainable succession plan for MQA. This training program must align with the MQA Strategic Plan (Exhibit 1) by retaining a competent workforce and proactively developing a strong talent pool of future leaders.

3.2 Scope of Services

The Respondent must propose a training program for a minimum of 135 MQA managers and any other designated personnel over the contract period. Overall, this training program must be designed to teach a systems approach to leadership and management techniques. The training program will provide participants with concepts and tools that will allow for real world application and effective leadership. Each course, at a minimum, should include modules on setting expectations, role modeling, communicating, developing high impact strategic and business plans, setting expectations, performance reviews and engaging employees. Additionally, the Respondent should teach valuable techniques for successful leadership in the workplace including establishing employee expectations, communicating, developing effective strategic plans and engaging employees. An estimated 80 percent of the training will occur in Tallahassee, Florida, an estimated 10 percent of the training will occur in Orlando, Florida, and an estimated 10 percent in Fort Lauderdale, Florida to accommodate managers of the MQA Bureau of Enforcement field offices located throughout the state. All training locations, class scheduling, MQA staff travel, and MQA staff computer equipment needs will be provided by the Department. Respondent will provide all training materials, instructor computer equipment and other technical equipment, presentation equipment if needed and will be responsible for all instructor travel cost. 3.2.1. Task List

3.2.1.1 Administer a pre-assessment to all participants to identify specific gaps

and areas for improvement before each course.

3.2.1.2 Ensure instructor(s) have 10 years of experience in one or more areas of organizational development, leadership training and coaching, strategic planning, and process improvement in the public sector. The instructor(s) must also have five years of experience in the delivery of classroom facilitated training and must also have at least a Bachelor’s degree in Business Administration or Business Management.

3.2.1.3 Provide the same qualified instructor for each module throughout the

training program to allow for consistent learning. In the event of instructor turnover, the Respondent must provide documentation to evidence the new instructor meets the minimum qualifications for respondent’s staff identified in Section 3.2.3. This documentation must be submitted to the Department one week prior to the new instructor teaching.


3.2.1.4 Conduct training program over a three year period for a minimum of 135 participants consisting of multiple courses. Each training course will consist of approximately 30 participants. Each module within the course will teach a comprehensive systems approach to leadership and management techniques and should be taught through various mediums including at a minimum classroom training and virtual or paper homework or projects.

3.2.1.5 Maintain participant sign-in sheets for each training day.

3.2.1.6 Provide guidance to each participant by assisting in writing

personalized leadership development plans for each participant to meet their goals.

3.2.1.7 Provide the Department with a certificate of completion for each

participant within 30 days of successful completion of the course.

3.2.1.8 Provide the Department with an assessment of each participant to track progress after each module and a final assessment once all modules are completed within 30 days of module completion.

3.2.1.9 Provide summary of pre and post assessments after each course

within 30 days of the course completion and before the invoice is submitted.

3.2.3 Minimum Qualifications The Respondent must have a minimum of five years of experience in the last 10 years, in the delivery of classroom training on the level specified in this RFP. Respondent’s instructors should each have 10 years of cumulative experience in one or more of the following areas: organizational development; leadership training and coaching; strategic planning; and process improvement in the public sector. Additionally, proposed instructors must also have at least a Bachelor’s degree have a degree in Business Administration or Business Management.


SECTION 4.0: INSTRUCTIONS FOR PROPOSAL SUBMITTAL 4.1 General Instructions to Respondents (PUR1001)

This section explains the general instructions of the solicitation process to respondents (PUR 1001) and is a downloadable document incorporated into this solicitation by reference. This document should not be returned with the Proposal: http://dms.myflorida.com/content/download/2934/11780 The terms of this solicitation will control over any conflicting terms of the PUR1001.

4.2 Proposal Format

The Department discourages lengthy Proposals. Respondents are asked to use the following format: 4.2.1 Proposals should be on paper that is 8.5 by 11 inches. 4.2.2 The font size and style is at the discretion of the Respondent but should be at least

11 point. 4.2.3 The pages should be numbered and one-inch margins should be used. 4.2.4 Technical Proposals should include an index identifying the page number/section

where information can be located in the Proposal.

4.2.4.1. Separation of Technical and Cost Proposals (Mandatory Requirement): Respondents must separate the Technical Proposal from the Cost Proposal and ensure labeling as described in Section 4.4.

4.3 Copies of Proposals

Respondents must submit the following copies: 4.3.1. Technical Proposal

One original and five paper copies of the Technical Proposal must be submitted no later than the date and time set forth in the Timeline. In addition, the original should contain an electronic version of the Proposal as submitted, including all supporting and signed documents, on a compact disk (CD) or “thumb drive” with pdf formatted documents. Refer to Section 4.7 for information on redacting confidential information, if applicable. The electronic copy of the “original” copy of the Technical Proposal will be considered the authority if there are any differences between the paper and electronic copies.

http://dms.myflorida.com/content/download/2934/11780


Respondents must not disclose cost information in the body of the Technical Proposal. Including cost information will cause the Proposal to be disqualified (Mandatory Requirement, refer to Section 4.11).

4.3.2. Cost Proposal

One original copy of the Cost Proposal (Mandatory Requirement, refer to Section 4.11) must be submitted using Attachment A: Cost Proposal, no later than the date and time set forth in the timeline. No copies are requested. The Cost Proposal must be enclosed in a separate sealed envelope and must be identified in accordance with Section 4.4.2.

4.4 Proposal Labeling

4.4.1. Technical Proposal

The Technical Proposal should be sealed and identified as follows: DOH 16-015 Request for Proposals for MQA Leadership Training Due: April 18, 2017 Respondent’s Name TECHNICAL PROPOSAL

4.4.2. Cost Proposal

It is mandatory that the Respondent’s Cost Proposal be in a separate sealed envelope and identified as follows: DOH 16-015 Request for Proposal for MQA Leadership Training Due: April 18, 2017 Respondent’s Name COST PROPOSAL

4.4.3. All Proposals must be sent or delivered to the Department of Health, Central Purchasing Office, 4052 Bald Cypress Way Bin B07, Tallahassee, Florida 32399.

4.5 Instructions for Submittal

4.5.1. Respondents are required to complete, sign, and return the “Title Page” with the Proposal submittal. (Mandatory Requirement)

4.5.2. Respondents are required to complete, sign, and return the “Cost Proposal” in a separate sealed envelope with the Proposal submittal. (Mandatory Requirement)

4.5.3. Respondents must submit all technical and cost data in the formats specified in

the RFP.


4.5.4. Proposals may be sent by U.S. Mail, courier, overnight, or hand delivered to the

location indicated in the Timeline. 4.5.5. Proposals submitted electronically will not be considered. 4.5.6. The Department is not responsible for improperly marked Proposals. 4.5.7. It is the Respondent’s responsibility to ensure its submittal at the proper place and

time indicated in the RFP Timeline. 4.5.8. The Department’s clocks will provide the official time for Proposal receipt. 4.5.9. Materials submitted will become the property of the State of Florida and

accordingly, the State reserves the right to use any concepts or ideas contained in the response.

4.6 Cost of Preparation

Neither the Department of Health nor the State is liable for any costs incurred by a Respondent in responding to this solicitation.

4.7 Public Records and Trade Secrets

Notwithstanding any provisions to the contrary, public records must be made available pursuant to the provisions of the Public Records Act. If the Respondent considers any portion of its Proposal to be confidential, exempt, trade secret, or otherwise not subject to disclosure pursuant to Chapter 119, Florida Statutes, the Florida Constitution or other authority, the Respondent must segregate and clearly mark the document(s) as “CONFIDENTIAL.” Simultaneously, the Respondent will provide the Department with a separate redacted paper and electronic copy of its Proposal and briefly describe in writing the grounds for claiming exemption from the public records law, including the specific statutory citation for such exemption. This redacted copy must contain the solicitation name, number, and the name of the Respondent on the cover, and must be clearly titled “REDACTED COPY.”

The redacted copy must be provided to the Department at the same time the Respondent submits its response and must only exclude or redact those exact portions which are claimed confidential, proprietary, or trade secret. The Respondent will be responsible for defending its determination that the redacted portions of its Proposal are confidential, trade secret, or otherwise not subject to disclosure. Further, the Respondent must protect, defend, and indemnify the Department for any and all claims arising from or relating to the determination that the redacted portions of its response are confidential, proprietary, trade secret, or otherwise not subject to disclosure. If the Respondent fails to submit a redacted copy with its response, the Department is authorized to produce the entire documents, data or records submitted by the Respondent in answer to a public records request for these records.


4.8 Cost Proposal

Each respondent must provide its proposed cost utilizing Attachment A, Cost Proposal. The proposed cost should not be carried more than two places to the right of the decimal point.

4.9 Documentation

Respondents must complete and submit the following information or documentation as part of their Technical Proposal:

4.9.1. Experience

Respondents must provide contact information for three (3) entities the Respondent has provided commodities or services of a similar size and nature of those requested in this solicitation. Respondents may use Attachment B, Experience Form of this RFP to provide the required information. The Department reserves the right to contact any and all entities, prior to execution of a contract, in order to verify experience. Information received may be considered in the Department’s determination of the Respondent’s responsibility. The Department’s determination is not subject to review or challenge.

4.9.2 Statement of Non-Collusion Respondents must sign and return with their proposal the Statement of Non-Collusion form, Attachment C.

4.10 Special Accommodations

Any person who requires special accommodations at DOH Purchasing because of a disability should call the DOH Purchasing Office at (850) 245-4199 at least five work days prior to any pre-Proposal conference, proposal opening, or meeting. If hearing or speech impaired, contact Purchasing by using the Florida Relay Service, at 1-800-955-8771 (TDD).

4.11 Responsive and Responsible (Mandatory Requirement)

Respondents must complete and submit the following mandatory information or documentation as a part of the Proposal and comply with mandatory requirements. Any Proposal which does not meet the below requirements or contain the specified information will be deemed non-responsive.

a. Proposals must be received by the time specified in the Timeline (Section 2.4). b. The Title Page of this RFP must be completed, signed, and returned with the

technical Proposal. c. The Cost Proposal (Attachment A) must be completed, signed, and returned in a

separate sealed envelope with RFP submittal. Cost information must not be contained in Respondent Technical Proposals.


4.12 Late Proposals

The Procurement Officer must receive Proposals pursuant to this RFP no later than the date and time shown in the Timeline (Refer to Section 2.4). Proposals that are not received by the time specified will not be considered.


SECTION 5.0: CONTRACT TERMS AND CONDITIONS (not exclusive) 5.1 General Contract Conditions (PUR1000)

The General Contract Conditions (PUR 1000) form is a downloadable document incorporated in this solicitation by reference, which contains general Contract terms and conditions that will apply to any Contract resulting from this RFP, to the extent they are not otherwise modified. This document should not be returned with the Proposal. http://dms.myflorida.com/content/download/2933/11777

The terms of this solicitation will control over any conflicting terms of the PUR1000. Paragraph 31 of PUR 1000 does NOT apply to this solicitation or any resulting Contract.

5.2 Renewal

The Contract resulting from this solicitation may be renewed. Contracts may be renewed for a period that may not exceed three years or the term of the original Contract, whichever is longer. Renewals must be in writing, subject to the same terms and conditions set forth in the initial Contract and any written amendments signed by the parties. Renewals are contingent upon satisfactory fiscal and programmatic performance evaluations as determined by the Department and are subject to the availability of funds.

5.3 Conflict of Interest

Section 287.057(17)(c), Florida Statutes, provides “A person who receives a Contract that has not been procured pursuant to subsections (1)-(3) to perform a feasibility study of the potential implementation of a subsequent Contract, who participates in the drafting of a solicitation or who develops a program for future implementation, is not eligible to Contract with the agency for any other Contracts dealing with that specific subject matter, and any firm in which such person has any interest is not eligible to receive such Contract. However, this prohibition does not prevent a Respondent who responds to a request for information from being eligible to Contract with an agency.” The Department considers participation through decision, approval, disapproval, recommendation, preparation of any part of a purchase request, influencing the content of any specification or procurement standard, rendering of advice, investigation, auditing, or any other advisory capacity to constitute participation in drafting of the solicitation. Refer to Statement of Non-Collusion, Section 4.9.2.

5.4 Certificate of Authority

All limited liability companies, corporations, corporations not for profit, and partnerships seeking to do business with the State must be registered with the Florida Department of State in accordance with the provisions of Chapters 605, 607, 617, and 620, Florida Statutes, respectively prior to Contract execution. The Department retains the right to ask for verification of compliance before Contract execution. Failure of the selected contractor to have appropriate registration may result in withdrawal of Contract award.

http://dms.myflorida.com/content/download/2933/11777

Solicitation Number: DOH16-015 Request for Proposal MQA Leadership Training Program Page | 17

5.5 Respondent Registration

Each Respondent doing business with the State of Florida for the sale of commodities or contractual services, as defined in section 287.012, Florida Statutes, must register in the MyFloridaMarketPlace system, unless exempted under Florida Administrative Code, Rule 60A-1.030. State agencies must not enter into an agreement for the sale of commodities or contractual services as defined in section 287.012, Florida Statutes, with any Respondent not registered in the MyFloridaMarketPlace system, unless exempted by rule. The successful Respondent must be registered in the MyFloridaMarketPlace system within 5 days after posting of intent to award.

Registration may be completed at: https://vendor.myfloridamarketplace.com/vms-web/spring/login?execution=e2s1 Respondents lacking internet access may request assistance from MyFloridaMarketPlace Customer Service at 866-352-3776 or from State Purchasing, 4050 Esplanade Drive, Suite 300, Tallahassee, FL 32399.

5.6 Minority and Service-Disabled Veteran Business-Participation The Department encourages Minority, Women, Service-Disabled Veteran, and Veteran-Owned Business Enterprise participation in all its solicitations.

5.7 Subcontractors

Respondent will not be authorized to enter into subcontracts for performance of services under the Contract resulting from this solicitation. Respondents may not propose subcontract agreements as part of their Proposal.

5.9 Commercial General Liability Insurance

Contractor must secure and maintain, at its sole expense and for the duration of the Contract, term insurance policies to protect himself, any subcontractor(s), and the State of Florida. Contractor must save and hold harmless and indemnify the Department against any and all liability, claims, judgments or costs of whatsoever kind or nature for injury to, or death of any person or persons and for loss or damage to any property resulting from the use, service operation, or performance of work under the terms of this Contract, resulting in whole or in part from the negligent acts or omissions by Contractor, his subcontractor, or any of the employees, agents, or representatives of the contractor or subcontractor.

A. Workers’ Compensation in accordance with applicable state laws and regulations. B. General Liability Insurance covering all operations and services under the

Contract in amounts sufficient to protect the Department. C. Commercial Automobile Liability Insurance in amounts sufficient to protect the

Department.

Certificates of insurance coverage described above must be furnished by the Respondent on request of the Department.

https://vendor.myfloridamarketplace.com/vms-web/spring/login?execution=e2s1


No insurance will be acceptable unless written by a company licensed by the State of Florida Department of Financial Services, Division of Insurance Agent and Agency Services to do business in Florida, where the work is to be performed at the time policy is issued.

5.10 Performance Measures

Pursuant to section 287.058, Florida Statutes, the resulting Contract must contain performance measures which specify the required minimum level of acceptable service to be performed. These will be established based on final determination of tasks and deliverables.

5.11 Financial Consequences

Pursuant to section 287.058, Florida Statutes, the Contract resulting from this solicitation must contain financial consequences that will apply if Respondent fails to perform in accordance with the Contract terms. The financial consequences will be established based on final determination of the performance measures and Contract amount.

5.10 Standard Contract Respondents must become familiar with the Department’s Standard Contract which contains administrative, financial, and non-programmatic terms and conditions mandated by federal law, state statute, administrative code rule, or directive of the Chief Financial Officer. Use of the Standard Contract is mandatory for Departmental contracts and the terms and conditions contained in the Standard Contract are non-negotiable. The Standard Contract terms and conditions are located at: http://www.floridahealth.gov/about-the-department-of-

health/about-us/administrative-functions/purchasing/_documents/DOH-Standard-Contract.pdf.

5.11 Conflict of Law and Controlling Provisions

Any contract resulting from this RFP, plus any conflict of law issue, will be governed by the laws of the State of Florida. Venue must be Leon County, Florida.

5.12 Records and Documentation

To the extent that information is utilized in the performance of the resulting contract or generated as a result of it, and to the extent that information meets the definition of “public record” as defined in section 119.011(1), Florida Statutes, said information is hereby declared to be and is hereby recognized by the parties to be a public record and absent a provision of law or administrative rule or regulation requiring otherwise, must be made available for inspection and copying by any interested person upon request as provided in Chapter 119, Florida Statutes, or otherwise. It is expressly understood that the Respondent’s refusal to comply with Chapter 119, Florida Statutes, will constitute an immediate breach of the Contract resulting from this RFP and entitles the Department to unilaterally cancel the Contract agreement. The Respondent will be required to promptly notify the Department of any requests made for public records.

http://www.floridahealth.gov/about-the-department-of-health/about-us/administrative-functions/purchasing/_documents/DOH-Standard-Contract.pdf

http://www.floridahealth.gov/about-the-department-of-health/about-us/administrative-functions/purchasing/_documents/DOH-Standard-Contract.pdf


Unless a greater retention period is required by state or federal law, all documents pertaining to the program contemplated by this RFP must be retained by the Respondent for a period of six years after the termination of the resulting Contract or longer as may be required by any renewal or extension of the Contract. During the records retention period, the Respondent agrees to furnish, when requested to do so, all documents required to be retained. Submission of such documents must be in the Department’s standard word processing format. If this standard should change, it will be at no cost incurred to the Department. Data files will be provided in a format readable by the Department.

The Respondent must maintain all records required to be maintained pursuant to the resulting Contract in such manner as to be accessible by the Department upon demand. Where permitted under applicable law, access by the public must be permitted without delay.


SECTION 6.0: PROPOSAL EVALUATION PROCESS AND CRITERIA

6.1 Introduction

The Department will evaluate and score Proposals to determine the most advantageous Proposal. The ability of the Department to evaluate a Respondent’s Proposal is dependent upon the completeness of the Proposal. Failure of a Respondent to provide information requested by this RFP may result in reduction in scoring during the evaluation. The Department may accept or reject any and all Proposals, and waive any minor irregularity, technicality, or omission if the Department determines that doing so will serve the State’s best interests.

6.2 Evaluation Criteria

The Department will evaluate proposals against all evaluation criteria set forth in Section 6.2.1 in order to determine the proposal most advantageous to the Department. Points are allocated as follows:

Technical Proposal 300

Cost Proposal 30

MAXIMUM AVAILABLE POINTS 330

6.2.1. Technical Proposal Scoring

Technical Proposals will be scored by the Evaluation Team in the areas indicated below. The raw scores in each evaluation area from each team member will be averaged together. These average scores will be added to determine each Respondent’s Technical Proposal score.

Evaluation Criteria Maximum Points

Capability and approach to meeting the tasks identified in Section 3.2

300

Qualifications as specified in Section 3.2.3 30

TOTAL MAXIMUM POINTS POSSIBLE (Technical Proposal)

330


6.3 Cost Proposal Opening

Cost Proposals will be opened in a public meeting after scoring and ranking of Technical Proposals.

6.3.1. Cost Proposal Scoring

The Department’s cost evaluation will be based upon the Respondent’s proposed cost, as prescribed in Section 6.2 of this RFP. The proposed cost will be scored in accordance with the below formula:

Maximum Cost Proposal Points x (Lowest Proposal Cost/Respondent’s

Proposal Cost) = COST SCORE

6.4 Notice of Agency Decision

At the conclusion of evaluation of the proposals the Department will announce its intended decision. Notice will be posted on the state’s Vendor Bid System. The Department will award to the responsible, responsive Respondent determined to be the most advantageous to the state, taking into consideration technical and cost proposals. Award of a Contract does not guarantee placement of order for services. The Department reserves the right to award more than one contract as a result of this RFP.

6.5 Agency inspectors general

It is the duty of every state officer, employee, agency, special district, board, commission, contractor, and subcontractor to cooperate with the inspector general in any investigation, audit, inspection, review, or hearing pursuant to section 20.055, Florida Statutes.

6.6 Protests

Failure to file a protest within the time prescribed in section 120.57(3), Florida Statutes, or failure to post a bond or other security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under Chapter 120, Florida Statutes.

Only documents delivered by the U.S. Postal Service, a private delivery service, in person, or by facsimile during business hours (8:00 a.m. - 5:00 p.m., Eastern Time) will be accepted. Documents received after hours will be filed the following business day. No filings may be made by email or any other electronic means. All filings must be made with the Agency Clerk ONLY and are only considered "filed" when stamped by the official stamp of the Agency Clerk. It is the responsibility of the filing party to meet all filing deadlines.


Do not send bids to the Agency Clerk’s Office. Send all bids to the Procurement Officer and address listed in the Timeline. The Agency Clerk's mailing address is: Agency Clerk, Florida Department of Health 4052 Bald Cypress Way, BIN A-02 Tallahassee, Florida 32399-1703 Telephone No. (850) 245-4005 The Agency Clerk’s physical address for hand deliveries is: Agency Clerk, Department of Health 2585 Merchants Row Blvd. Tallahassee, Florida 32399 Fax No. (850) 413-8743

ATTACHMENT A COST PROPOSAL


Award of the maximum number of cost points will be given to the lowest Grand total price. All of the required fields below must have a value placed in them and cannot be blank. The Module price per participant column will control if there is a mathematical error for determination of the total price. No alterations to this price sheet are permitted, other than filling in the blanks provided for prices.

Initial Term

Initial Year One (2016-2017)

Number of Training Modules per course

Module price per participant

Course Price per participant

X $ = $

(Estimated number of participants per year) X 70**

Total price per year $

Initial Year Two (2017-2018)




X $ = $



Initial Year Three (2018-2019)




X $ = $



Total Initial Term Price $ ________________



Renewal Terms

Renewal Year One (2019-2020)




X $ = $



Renewal Year Two (2020-2021)




X $ = $



Renewal Year Three (2021-2022)




X $ = $



**The estimated quantities in this Request for Proposal are only to be used in determining proposal prices and not to be considered as definite quantities to be requested by the Department. The requested quantities may be less than or greater than those stated in this solicitation at no penalty to the Department.



Initial Term Total $

Renewal Year 1 Total $



Grand Total Price (Initial Term + Renewal Years = Grand Total Price) $

Respondent Name: ___________________________________________________________ Respondent Mailing Address: __________________________________________________ City, State, Zip: _______________________________________________________________ Telephone: ( ) ______________________ Fax Number: ( ) ______________________ E-Mail Address: ______________________________________________________________ Federal Employer Identification Number (FEID): ___________________________________ BY AFFIXING MY SIGNATURE ON THIS PROPOSAL, I HEREBY STATE THAT I HAVE READ THE ENTIRE RFP TERMS, CONDITIONS, PROVISIONS AND SPECIFICATIONS AND ALL ITS ATTACHMENTS, INCLUDING THE REFERENCED PUR 1000 AND PUR 1001. I hereby certify that my company, its employees, and its principals agree to abide to all of the terms, conditions, provisions and specifications during the competitive solicitation and any resulting contract including those contained in the Standard Contract. Signature of Authorized Representative: _________________________________________ Printed (Typed) Name and Title: ________________________________________________

*An authorized representative is an officer of the Respondent’s organization who has legal authority to bind the organization to the provisions of the Proposals. This usually is the President, Chairman of the Board, or owner of the entity. A document establishing delegated authority must be included with the Proposal if signed by other than the authorized representative.

ATTACHMENT B

EXPERIENCE FORM


Respondent’s Name: __________________________________________________________

Respondents must provide contact information for three references evidencing five years of experience in the last ten years in the delivery of classroom training on the level specified in this RFP. Respondents may use this experience form to provide the required information. The Department of Health will not be accepted as a reference for this solicitation. The Department reserves the right to contact any and all entities in the course of this solicitation in order to verify experience. Information received may be considered in the Department’s determination of the Provider’s responsibility. The Department’s determination is not subject to review or challenge.

1.

Company/Agency Name:

Address:

City, State, Zip:

Contact Name:

Contact Phone:

Contact Email Address:

General Description of Work:

Service Dates:

Approximate Contract Value: $

2.


Address:

City, State, Zip:

Contact Name:

Contact Phone:



Service Dates:


ATTACHMENT B

EXPERIENCE FORM


3.


Address:

City, State, Zip:

Contact Name:

Contact Phone:



Service Dates:


ATTACHMENT C

STATEMENT OF NON-COLLUSION


I hereby certify that my company, its employees, and its principals, had no involvement in performing a feasibility study of the implementation of the subject Contract, in the drafting of this solicitation document, or in developing the subject program. Further, my company, its employees, and principals, engaged in no collusion in the development of the instant Bid, proposal or reply. This Bid, proposal or reply is made in good faith and there has been no violation of the provisions of Chapter 287, Florida Statutes, the Administrative Code Rules promulgated pursuant thereto, or any procurement policy of the Department of Health. I certify I have full authority to legally bind the Provider, Respondent, or Vendor to the provisions of this Bid, proposal or reply. ____________________________________ ______________________ Signature of Authorized Representative* Date *An authorized representative is an officer of the Provider’s organization who has legal authority to bind the organization to the provisions of the Bids. This usually is the President, Chairman of the Board, or owner of the entity. A document establishing delegated authority must be included with the Bid if signed by other than the President, Chairman or owner.

Florida Department of Health

Division of Medical Quality Assurance Strategic Plan

2016-2018

Rick Scott

GOVERNOR

Celeste Philip, MD, MPH

State Surgeon General

and Secretary

Exhibit 1

Version 1.5

Revised December 2016

Produced by:

Florida Department of Health

4052 Bald Cypress Way, Bin # A00

Tallahassee, FL 32399-1701

Executive Summary .............................................................................................................. 1

Mission, Vision and Values .............................................................................................. 1

Strategy Map .............................................................................................................................. 2

Strategic Priorities ................................................................................................................. 3

Appendices Appendix A: Strategic Planning Participants ....... ................................................................ 4 Appendix B: Planning and Monitoring Summary ...... ......................................................... 8 Appendix C: SWOT Analysis ......................... ....................................................................... 10 Appendix D: Alignment ............................. ............................................................................ 13 Appendix E: Environmental Scan Resources .......... .......................................................... 14

Table of Contents

Version 1.5 1

The Florida Department of Health conducted a strategic planning process during the summer of 2015 to define the direction and course of the agency for consumers, employees, administrators and legislators for the next three years. This strategic plan will position the Department to operate as a sustainable integrated public health system under the current economic environment and to provide our residents and visitors with high quality public health services. This is a living document that we will evaluate and update regularly to address new challenges posed by the changing environment of public health in Florida. After executive leadership approved the Agency Strategic Plan strategic priorities, goals and objectives, each objective was assigned to a division to implement and monitor. In turn, each division created their own strategic plan that contains their objectives from the Agency Strategic Plan plus other goals, strategies and objectives that emerged as supporting the Department’s strategic priorities from their environmental scan and SWOT analysis. The Division of Medical Quality Assurance (MQA) approached the strategic planning process with a number of guiding principles in mind:

• Preserving the health, safety, and welfare of the public. • Identifying barriers to health care licensure. • Facilitating efficient and cost-effective regulation. • Creating a veteran-friendly regulatory licensure environment.

Mission – Why do we exist? To protect, promote and improve the health of all people in Florida through integrated state, county and community efforts. Vision – What do we want to achieve? To be the Healthiest State in the Nation. Values – What do we use to achieve our mission and vision? I nnovation: We search for creative solutions and manage resources wisely. C ollaboration: We use teamwork to achieve common goals & solve problems. A ccountability: We perform with integrity & respect. R esponsiveness: We achieve our mission by serving our customers & engaging our partners. E xcellence: We promote quality outcomes through learning & continuous performance

improvement.

MQA is dedicated to the mission, vision and values of the Department. Working in conjunction with 22 boards and six councils, we established the strategic priorities set forth in this plan beginning January 2016 through December 2018. Over the next three years, we will work diligently to accomplish these goals and further contribute to the Department’s vision to be the healthiest state in the nation.

Executive Summary

Version 1.5 2

NOTE: Priority 1. Healthy Moms and Babies is not applicable.

STRATEGIC

PRIORITY AREAS

STRATEGIES OBJECTIVES

• Improve efficiency of process for disseminating information on emerging health threats to licensees and other interested parties.

• Increase the number of communications products (e.g. press releases, infographics, and social media).

• Increase the percentage of employees with complete Individual Development Plan (vs. completion of Learning Management System activities).

READINESS FOR

EMERGING HEALTH

THREATS

GOAL: Demonstrate readiness for emerging health threats

EFFECTIVE AGENCY

PROCESSES

GOAL: Establish a sustainable infrastructure, which includes a competent workforce, standardized business processes, and effective use of technology.

REGULATORY

EFFICIENCY

GOAL: Establish a regulatory structure that supports the state’s strategic priorities related to global competitiveness and economic growth

• By December 31, 2016, reduce the time to disseminate information on emerging health threats by 50% from 8 hours (2015) to 4 hours.

• By June 30, 2018, increase the number of communication products by 10% from 198 (2015) to 218.

• By December 31, 2018, increase the number of MQA employees who participated in one or more professional development opportunities by 50% from 98 (2015) to 147.

• By December 31, 2018, reduce the percentage of deficient applications received from 74% (2015) to 37%.

• By December 31, 2018, increase the number of applications approved for health care licensure of military spouses and honorably-discharged veterans by 50% from 137 (2015) to 206.

• By December 31, 2018, reduce the average time to issue a license to a qualified applicant from 1.63 days (2016) to 1 business day.

• By December 31, 2017, establish enterprise solutions for all department regulatory functions.

• Increase the percentage of health professionals.

• Standardize department regulatory systems.

STRATEGY MAP

LONG, HEALTHY LIFE

GOAL: Increase healthy life expectancy

• Increase the healthy weight of children and adults.

• By December 31, 2018, increase the division’s number of Healthiest Weight Activities by 10% from 34 (2015) to 37.

Version 1.5 3

Priority 1: Healthy Moms and Babies: Not applicable

Priority 2: Long, Healthy Life Goal 2.1: Increase healthy life expectancy.

Strategy Objective 2.1.1 Increase the healthy weight of children and adults.

A By December 31, 2018, increase the division’s number of Healthiest Weight Activities by 10% from 34 (2015) to 37.

Priority 3: Readiness for Emerging Health Threats Goal 3.1: Demonstrate readiness for emerging health threats.

Strategy Objective 3.1.1 Improve efficiency of process for disseminating information on emerging health threats to licensees and other interested parties.

A By December 31, 2016, reduce the time to disseminate information on emerging health threats by 50% from 8 hours (2015) to 4 hours.

Priority 4: Effective Agency Processes Goal 4.1: Establish a sustainable infrastructure, which includes a competent workforce, standardized business practices, and effective use of technology.

Strategy Objective

4.1.1 Increase the number of communications products (e.g. press releases, infographics, and social media).

A By June 30, 2018, increase the number of communication products by 10% from 198 (2015) to 218.

4.1.2 Increase the percentage of employees with complete Individual Development Plan (vs. completion of Learning Management System activities)

A By December 31, 2018, increase the number of MQA employees who participated in one or more professional development opportunities by 50% from 98 (2015) to 147.

Strategic Priority 5: Regulatory Efficiency Goal 5.1: Establish a regulatory structure that supports the state’s strategic priorities related to global competiveness and economic growth. Strategy Objective 5.1.2 Increase percentage of licensed health professionals.

A. By December 31, 2018, reduce the percentage of deficient applications received from 74% (2015) to 37%.

B. By December 31, 2018, increase the number of applications approved for health care licensure of military spouses and honorably-discharged veterans by 50% from 137 (2015) to 206.

C. By December 31, 2018, reduce the average time to issue a license to a qualified applicant from 1.63 days (2016) to 1 business day.

5.1.3 Standardize department regulatory systems.

A. A By December 31, 2017, establish enterprise solutions for all department regulatory functions.

Strategic Priorities

Version 1.5 4

Division of Medical Quality Assurance

Strategic Planning Participants

The following list features all attendees of the division’s strategic planning process meetings, including the MQA Strategic Planning Retreat held in August 2016 and the Healthiest Weight Liaisons and Board Chairs/Vice Chairs Annual Long-range Planning meetings held in September 2016. Although not included individually in the list, all division employees, management and board/council members participated in a Strengths, Weaknesses, Opportunities and Threats (SWOT) survey in 2016. MQA Executive Leadership Lucy C. Gee, MS Director, Division of Medical Quality Assurance Lola Pouncey Chief, Bureau of Operations Adrienne Rodgers, JD, BSN Chief, Bureau of Health Care Practitioner Regulation Mark Whitten Chief, Bureau of Enforcement DOH Executive Leadership Celeste Philip, MD, MPH Deputy Secretary for Health Deputy State Health Officer for CMS Nichole Geary General Counsel Michelle Tallent Deputy Secretary for Administration MQA Management Brittain Keen Operations and Management Consultant II Sylvia Sanders Operations and Management Consultant II Melinda Simmons Senior Health Budget Analyst A Gwendolyn Bailey Operations and Management Consultant Manager

Diane Dennin Senior Management Analyst Supervisor Debora Hall Senior Management Analyst Supervisor Megan Givens Operations and Management Consultant Manager Todd Gardner IT Business Consultant Manager Anthony Jusevitch Investigation Manager Christopher Ferguson Assistant Chief of Investigative Services Thomas Doughty Manager, MQA Applications, Information Technology Jennifer Wenhold, MSW Executive Director, Boards of Dentistry, Athletic Training, Hearing Aid Specialists, Clinical Social Work, Marriage and Family Therapy, and Mental Health Counseling, and Opticianry Joe Baker, Jr. Executive Director, Board of Nursing and Council on Certified Nursing Assistants Allison Dudley, JD Executive Director, Board of Pharmacy

Kama Monroe, JD Executive Director, Boards of Osteopathic Medicine, Speech-Language Pathology and Audiology, Massage Therapy, Acupuncture and the Council of Licensed Midwifery Allen Hall Executive Director, Boards of Occupational Therapy, Physical Therapy, Psychology, Respiratory Care, and Councils of Dietetics and Nutrition and Electrolysis Anthony B. Spivey, DBA Executive Director, Boards of Chiropractic Medicine, Clinical Laboratory Personnel, Nursing Home Administrators, Optometry, Orthotists and Prosthetists, Podiatric Medicine, and Advisory Council of Medical Physicists Claudia Kemp, JD Executive Director, Board of Medicine and Council on Physician Assistants Board Legal Counsel Ed Tellechea Chief Assistant Attorney General David Flynn Assistant Attorney General Donna McNulty Senior Assistant Attorney General

Appendix A

Version 1.5 5

Board and Council Members Nicholas Pappas, ATC, LAT Chair, Board of Athletic Training Billy ‘Bo’ McDougal, ATC, LAT Vice Chair, Board of Athletic Training Jamie Buller, LCSW Chair, Board of Clinical Social Work, Marriage & Family Therapy and Mental Health Counseling Susan Gillespy, LMFT Vice Chair, Board of Clinical Social Work, Marriage & Family Therapy and Mental Health Counseling Leonard Britten, DDS Vice Chair, Board of Dentistry William Kochenour, DDS Chair, Board of Dentistry Catherine Cabanzon, RDH Member, Board of Dentistry Douglas Moore, HAS Member, Board of Hearing Aid Specialists Byron D. Shannon, OD Chair, Board of Opticianry John B. Girdler, III Vice Chair, Board of Opticianry Kathryn L. Whitson MSN, RN Vice Chair, Board of Nursing Lori Desmond, MSN, RN, NE-BC Member, Board of Nursing Debra Glass, BPharm Vice Chair, Board of Pharmacy Joylynn M. Greenhalgh, DNP, ARNP Chair, Electrolysis Council Jackie Shank, MS, RD, LDN Vice Chair, Dietetics and Nutrition Practice Council Sheah Rarback, MS, RD, LDN Member, Dietetics and Nutrition Practice Council Peggy Cooper, MS, RD, LDN Chair, Dietetics and Nutrition Practice Council

Anthony J. Hicks, OTR Chair, Board of Occupational Therapy Heidi Roeck-Simmons, DOT/OTR Member, Board of Occupational Therapy Christina L. Pettie, PT, MHA Vice Chair, Board of Physical Therapy Steven Chenoweth, PT Member, Board of Physical Therapy Dean Aufderheide, PhD Chair, Board of Psychology Andrew S. Rubin, PhD Vice Chair, Board of Psychology J. Drake Miller, PsyD Member, Board of Psychology Roberto Garcia, RRT Member, Board of Respiratory Care Raymond J. Hulley, PA Chair, Council on Physician Assistants Bernardo Fernandez, MD Chair, Board of Medicine Sarvam TerKonda, MD Vice Chair, Board of Medicine Kevin Fogarty, DC, FICA Chair, Board of Chiropractic Medicine Danita Heagy, DC Member, Board of Chiropractic Medicine Linda Valdes, MS, MT (ASCP) Vice Chair, Board of Clinical Laboratory Personnel Carleen P. Van Siclen, MS, MLS Chair, Board of Clinical Laboratory Personnel Henry Gerrity, III, NHA Chair, Board of Nursing Home Administrators Scott Lipman, MHSA, NHA Vice Chair, Board of Nursing Home Administrators

Christine Hankerson, MSN, MS/P, PhD, RN Member, Board of Nursing Home Administrators Timothy Underhill, OD Chair, Board of Optometry Stuart Kaplan, OD Vice Chair, Board of Optometry Tommy Chmielewski, LPO Chair, Board of Orthotists and Prosthetists Ruphlal R. Gooljar, CPO, MA Member, Board of Orthotists and Prosthetists Chet Evans, MS, DPM Chair, Board of Podiatric Medicine Katherine Teisinger, AP, DOM Chair, Board of Acupuncture Bridget K. Burke-Wammack, LMT, CLT Chair, Board of Massage Therapy Lydia Nixon, LMT Vice Chair, Board of Massage Therapy Jonathan E. Walker, LM Member, Board of Massage Therapy Bridget Bellingar, DO Vice Chair, Board of Osteopathic Medicine Frederick Rahe, AuD Member, Board of Speech-Language Pathology and Audiology Melissa Conord-Morrow, LM, RN Chair, Council of Licensed Midwifery Andrew S. Rubin, PhD Board of Psychology Brett Saunders, CPO, FAAOP Board of Orthotists & Prosthetists Bridget Bellingar, DO Board of Osteopathic Medicine Carleen P. Van Siclen, MS, MLS (ASCP) Board of Clinical Laboratory Personnel

Version 1.5 6

Chet Evans, MS, DPM Board of Podiatric Medicine Christine Call Christine Hankerson, MSN, MS/P, PhD, RN Board of Nursing Home Administrators Danita Heagy, DC Board of Chiropractic Medicine David Colter Board of Chiropractic Medicine Dr. Patrick Pabian, PT, DPT, SCS, OCS, CSCS Board of Physical Therapy Herman Vega, AMD, PhD, AP, LMHC Board of Acupuncture James F. Spafford, MBA Board of Occupational Therapy Joeseph J. Thomas, DDS Board of Dentistry Joseph Frey, MBA-HCM, BS, RRT Board of Respiratory Care Katherine Teisinger, AP, DOM Board of Acupuncture Kathryn L. Whitson, MSN, RN Board of Nursing Kevin Fogarty, DC, FICA (hon) Board of Chiropractic Medicine Lori Desmond, MSN, RN, NE-BC Board of Nursing Lydia Nixon, LMT Board of Massage Therapy Melissa Conord-Morrow, LM, RN Council of Licensed Midwifery Michael K. Helmer, BA Board of Nursing Home Administrators Michele Weizer, PharmD, BCPS Board of Pharmacy Michelle R. Mendez, DO Board of Osteopathic Medicine

Peter Johnson, PhD Board of Speech-Language Pathology and Audiology Raymond J. Hulley, PA-C Council on Physician Assistants Robert Morris, PhD Board of Podiatric Medicine Robyn Dohn Havard Board of Massage Therapy Ruben Colon, CRT Board of Respiratory Care Ruphlal Gooljar, CPO, MA Board of Orthotists & Prosthetists Sarvam TerKonda, MD Board of Medicine Stephanie Petrosky, MHA, RD, LDN Dietetics & Nutrition Practice Council Stuart Kaplan, OD Board of Optometry Susan "Robyn" Mattox, LM Council of Licensed Midwifery Tamara Maule, OD Board of Optometry Timothy S. Pyle Board of Dentistry Victoria Drago, LMT Board of Massage Therapy Prosecution Services Staff Louise St. Laurent Deputy General Counsel Yolonda Green Attorney Supervisor Candace Rochester Attorney Supervisor Program Staff Tamara Garland Senior Health Budget Analyst B Vernice David Government Operations Consultant I Erica Milam Government Analyst I

Hannah Volz Strategy Manager Peggy Taff Strategy Manager James “Wes” Love Strategy Manager Jamie McNease, MSW Strategy Manager Scott Flowers Consumer/Investigative Services Administrator Sidronio Casas Government Analyst I Sherri Sutton-Johnson, MSN, RN Nursing Education Director Janet Doke, BSN, RN Registered Nursing Education Consultant William Spooner Program Operations Administrator Tihara Rozier Program Operations Administrator Brad Dalton Deputy Press Secretary Paul Runk Government Analyst II, Legislative Affairs Healthiest Weight Florida Program Staff Shannon Hughes Director, Division of Community Health Promotion Catherine Howard, PhD, MSPH Director, Healthiest Weight Florida Kathryn Williams, MPH Coordinator, Healthiest Weight Florida Geoffrey Kneen Program Specialist, Healthiest Weight Florida Ernest Bradley Program Specialist, Healthiest Weight Florida

Version 1.5 7

Julie Dudley Program Manager, Bureau of Chronic Disease Prevention Jamie Forrest, MS Epidemiology and Evaluation Program Administrator, Bureau of Chronic Disease Prevention M. R. Street, MPH Medical/Health Care Program Analyst, Bureau of Chronic Disease Prevention Association and Community Representatives Larry Barlow, PhD, LMFT Executive Director, Florida Association for Marriage and Family Therapy Liz Brady Chief, Multistate Antitrust Enforcement, Office of Attorney General Janet DuBois, ARNP President, Florida Nurse Practitioner Network William Hightower Director of Governmental Relations, Florida Osteopathic Medical Association Karin Kazimi Project Director, Florida Healthcare Workforce Initiative Jo Anne Koch Owens Government Affairs Representative, Florida Society for Clinical Laboratory Science Alisa LaPolt Lobbyist, Florida Nurses Association Marcia Mann State Contract Manager, CE Broker Mandy O'Callaghan Attorney, Florida Senate Christine Stapell, MS, RD, LDN Executive Director, Florida Academy of Nutrition and Dietetics Casey Stoutemire Lobbyist, Florida Dental Association

Glenn Thomas Attorney, Lewis, Longman and Walker, PA Mary Thomas, Esq. Assistant General Counsel, Florida Medical Association Dennis Willerth Executive Director, Florida Society for Respiratory Care Lynn Thames Dean of Oriental Medicine, Florida College of Integrative Medicine Bob MacDonald Executive Director, PDMP Foundation, Inc. Carolyn Stimel, PhD, ABPP Florida Psychological Association Lee Ann Griffin Director of Quality and Regulatory Services, Florida Health Care Association Kay Fergason American Medical Technologists, Florida Chapter Leslie Dughi Director of Government Law and Policy, Greenberg Traurig, LLP Corinne Mixon Lobbyist, Mixon and Associates Ashley Kalifeh Attorney, Capital City Consulting Joy Ryan Regulatory Attorney, Meenan P.A.

Version 1.5 8

Planning Summary MQA management team, made up of the division director, bureau chiefs and other key staff, oversaw the development of this strategic plan. Prior to its first strategic planning meeting, a SWOT analysis was sent out to MQA executive management and employees. The results (Appendix C) were analyzed to determine the similarities and differences. Gaps were identified and addressed during a strategic planning retreat in which MQA management met with the division’s Strategic Planning Unit to discuss best practices and solutions. The meeting was the first of many in-depth discussions to develop a strategic plan that promoted MQA’s dedication to making Florida the healthiest state to live, work, practice and retire.

Another SWOT was developed and designed for MQA’s executive management and board members to determine if the division’s strategies and mission aligned with those of its health care boards. The division director presented the results of the survey at the Annual Board Chairs/Vice Chairs Long-range Planning meeting to executive management and board members. Meeting attendees took part in a facilitated discussion that included information management, communications, programs and services, budget (financial sustainability), and workforce development. Leadership staff conducted an environmental scan of the agency (sources listed in Appendix E). Results were reviewed and the progress of the current Department of Health Strategic Plan was analyzed to formulate additional strategies and objectives for each priority area. The revised proposal was then routed back to executive leadership for comment and approval.

The following is the strategic plan schedule of meetings:

DATE MEETING TOPIC ATTENDEES 06/30/15 SWOT sent out to MQA management and employees MQA management and employees

07/15/15 MQA Employee and management SWOT result analysis Strategic Planning Services Team

07/23/15 Strategic Planning Retreat: discussed MQA’s strategic focus aligned with DOH’s strategic plan

Executive Management Team

07/24/15 Strategic plan draft development for five years Executive Management Team, Strategic Planning Services Team

07/24/15 Strength, weaknesses, opportunities and threats (SWOT) analysis. Developed SWOT surveys.

Executive Management Team Strategic Planning Services Team

08/12/15 SWOT survey sent out to MQA management and board members

Executive Management Team, MQA Management, Strategic Planning Services Team, External Partners

09/02/15 External SWOT survey results analysis. Strategic Planning Services Team 09/23/15 2nd Annual Healthiest Weight Liaison meeting Executive Management Team,

MQA Management, Strategic Planning Services Team, External Partners

09/24/15 Annual Board Chairs/ Vice Chairs Long-range Planning Meeting

See Appendix A

09/30/15 EMT Strategic Plan Development Executive Management Team, MQA Management, Strategic Planning Services Team

11/12/15 Discussed new strategic plan format and assigned strategy managers

Executive Management Team, MQA Management, Strategic Planning Services Team

11/17/15 MQA Strategic Plan 2016-2018 Version 1.0 aligned with DOH Strategic Plan 2016-2018


Appendix B

Version 1.5 9

02/09/2016 Manager presentation about educating employees on DOH and MQA Strategic Plan 2016-2018

Executive Management Team, MQA Management,

04/27/2016 MQA Strategic Plan 2016-2018 Version 1.1 Updates with aligning action plans with DOH’s Strategic Plan 2016-18 version 1.2

Executive Management Team, Strategic Planning Services Team

05/19/2016 Long-range Planning Survey sent to board/council members Executive Management Team, Strategic Planning Services Team

05/16/2016 MQA Strategic Plan 2016-2018 Version 1.2 Updates with aligning action plans with DOH’s Strategic Plan 2016-18 version 1.5


05/25/2016 MQA Strategic Plan 2016-2018 Version 1.3 Change our main objectives for Goal 5.1 back to what they were originally


06/24/2016 MQA Strategic Plan 2016-2018 Version 1.4 Executive Management Team, Strategic Planning Services Team

06/30/16 MQA Employee SWOT survey Executive Management Team, Strategic Planning Services Team

07/14/2016 MQA Manager’s SWOT survey Executive Management Team, Strategic Planning Services Team

08/18/16 Strategic Planning Retreat: discussed MQA’s strategic focus aligned with DOH’s strategic plan


09/08/16 SWOT survey results sent out to MQA management and board members

Executive Management Team, MQA Management, Strategic Planning Services Team, External Partners

09/27/16 3rd Annual Healthiest Weight Liaison meeting Executive Management Team, MQA Management, Strategic Planning Services Team, External Partners

09/27/16 Budget Liaisons Training and Information meeting Executive Management Team, Executive Directors, Strategic Planning Services Team, External Partners

09/28/16 Annual Board Chairs/ Vice Chairs Long-range Planning Meeting

See Appendix A

10/07/2016 Long-range Planning Survey Report Executive Management Team, MQA Management, Strategic Planning Services Team, External Partners

12/20/2016 MQA Strategic Plan 2016-2018 Version 1.5 Executive Management Team

Version 1.5 10

Monitoring Summary As depicted in the image below, strategic planning is a key component of the larger performance management system. This statewide performance management system is the cornerstone of the Department’s organizational culture of accountability and performance excellence. The Division of Medical Quality Assurance (MQA) leadership team will be responsible for monitoring and reporting progress on the goals and objectives of this strategic plan. The team meets quarterly to discuss recommendations about tools and methods that integrate performance management into sustainable business practices. Annually, MQA’s strategic plan progress report will be developed and presented to executive leadership, assessing progress toward reaching goals and objectives, and achievements for the year. The plan will be reviewed and revised by January each year, based on an assessment of availability of resources, data and progress. In turn, the objectives that come from the Agency Strategic Plan that have been assigned to this division for implementation and quarterly reporting to Florida Health Performs will be reviewed by the Agency’s SPIL Team on a quarterly basis for progress toward goals, and an annual progress report will also be developed. The SPIL Team will revise the Agency Strategic Plan annually, based on their assessment of resources, data and progress.

Version 1.5 11

The table below represent the survey feedback the Division received from the SWOT conducted in 2016:

Strengths, Weaknesses, Opportunities and Threats Strengths Commitment of Members to Protection of the Public Board Staff Role of Board Members Board Council Licensure Requirements Impaired Practitioner Programs (PRN/IPN) Emergency Action Disciplinary Process Meetings Rule-making Authority Expertise of Prosecutors DOH Leadership Attendance Public Participation in Meetings Timely Prosecution Legislative Changes Trends in Health Care Regulation (e.g. licensure compacts) Communication (Internal) Timely Appointments Joint Board Meetings Sunshine Law Health Care Fraud Sexual Misconduct of Providers Weaknesses Media Relations Timely Prosecution Communication (External) Timely Appointments Legislative Changes Meetings Trends in Health Care Regulation (e.g. licensure compacts) Public Participation in Meetings Telehealth/telemedicine Costs to Prosecute Health Care Fraud Anti-trust Laws Emergency Action Disciplinary Process Rule-making Authority Trust Fund Communication (Internal)

Appendix C

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Expertise of Prosecutors Joint Board Meetings Board Council Impaired Practitioner Programs (PRN/IPN) Opportunities Timely Prosecution Legislative Changes Public Participation in Meetings Communication (External) Telehealth/telemedicine Meetings Rule-making Authority Health Care Fraud Joint Board Meetings Media Relations Communication (Internal) Trends in Health Care Regulation (e.g. licensure compacts) Impaired Practitioner Programs (PRN/IPN) Licensure requirements Board Staff Costs to prosecute Emergency Action Disciplinary Process Role of Board Members Threats Anti-trust Laws Health Care Fraud Media Relations Communication (External) Costs to Prosecute Legislative Changes Sexual Misconduct of Providers Trust Fund Timely Prosecution Trends in Health Care Regulation (e.g. licensure compacts) Timely Appointments Telehealth/telemedicine Attendance Rule-making Authority Commitment of Members to Protection of the Public Joint Board Meetings Meetings Role of Board Members Sunshine Law Board Staff

Version 1.5 13

Work Plan and Alignment

Objective LRPP SHIP QI Plan

Agency Strategic

Plan Alignment

Bureau Assigned To

By June 30, 2018, increase the division’s number of Healthiest Weight Activities by 10% from 13 (2015) to 14.

2A CD1.2.1 NA 2.1.1 Operations

By 2016, reduce the time to disseminate information on emerging health threats by 50% from 24 hours (2015) to 12 hours.

NA NA NA NA Operations

By 2016, increase the number of communication products by 10% from 198 (2015) to 218.

NA NA NA 4.1.1 Operations

By 2018, increase the number of MQA employees who participated in one or more professional development opportunities by 50% from 98 (2015) to 147.

NA HI3.1.0 NA 4.1.2 Operations

By December 31, 2018, reduce the average time to issue a license to a qualified applicant from 1.63 days (2016) to 1 business day.

NA AC2.1.3 NA 5.1.2 Health Care Practitioner Regulation

By December 31, 2018, reduce the percentage of deficient applications received from 74% (2015) to 37%.

Goal 1 AC2.1.3 NA 5.1.2 Health Care Practitioner Regulation

By 2016, increase the number of applications approved for health care licensure of military spouses and honorably discharged veterans by 50% from 137 (2015) to 206.

Goal 1 AC2.1.0 NA 5.1.2 Health Care Practitioner Regulation

By December 31, 2017, establish enterprise solutions for all department regulatory functions.

NA 5B NA 5.1.3 Operations

LRPP: Long Range Program Plan

SHIP: State Health Improvement Plan QI: Quality Improvement

Appendix D

Appendix D

Version 1.5 14

Environmental Scan Resources

1. Agency Strategic Plan Status Report 2. Division of Medical Quality Assurance Annual Report and Long-range Plan FY 2015-2016 3. Division of Medical Quality Assurance Board/Council Long-range Planning Survey Report 2016 4. Division of Medical Quality Assurance Strategic Planning and SWOT Analysis Training 5. Division of Medical Quality Assurance 2016 Board Member SWOT Data Report 6. MQA Training Needs Assessment 7. Training Budget FY 2016-2017 8. Employee Satisfaction Survey 2016 Results 9. Division of Medical Quality Assurance 2016 Managers Annual Strategic Planning Meeting Notes 10. Florida Department of Health, Long Range Program Plan 2015-16 through 2019-20 11. Florida Department of Health Newsroom 12. Florida Department of Health, Florida Health Impact Report 2014-15 by the Numbers 13. Florida Strategic Plan for Economic Development 14. Healthiest Weight 15. Florida Department of Health, Long Range Program Plan 2015-16 through 2019-20 16. Florida Department of Health, Office of Inspector General Annual Report FY 2015-2016 17. Florida Strategic Plan for Economic Development 18. Florida Vital Statistics Annual Report 2015 19. Health Status Assessment 2015 20. Physician Workforce Annual Report 2016 21. State monthly economic updates

Appendix E