ACA COMPLIANCE DISCOVERY DOCUMENT & REQUEST FOR PROPOSAL (RFP) TEMPLATE

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  •  ACA COMPLIANCE DISCOVERY DOCUMENT & REQUEST FOR PROPOSAL (RFP) TEMPLATE
 

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ACA COMPLIANCE DISCOVERY DOCUMENT & REQUEST FOR PROPOSAL (RFP) TEMPLATE

Using the PPACA Discovery Form: Use this form as a tool to “interview” your client. Do not ask them to complete it independently. Your involvement is needed to assist them in understanding some of the terminology and its relevance to PPACA compliance, and also to help you establish and strengthen your relationship with your client as a trusted advisor. Based on the client responses, you may recommend proceeding with a request for proposal toservice providers. In some cases, however, the client’s needs may be so narrowly defined that you can eliminate (or substantially scale back) the RFP process and proceed directly with a dialog with the one or two providers in the market that meet your client needs. 

Using the PPACA Request for Proposal Template:  This template reflects the need for a full-blown RFP process. The value of using a uniform RFP is to allow you and your client to more easily compare responses from multiple provider respondents. It also insures that all necessary pieces of information are detailed in their response. Depending on your client and their responses to your questions from the PPACA Discovery Form, you may want to remove some portions of the RFP, and/or customize to reflect your client’s specific needs. The more complex your client needs; the more customization is recommended to ensure identification of best-fit providers.

RFP Template Appendices:

Statement of Work (example) – As part of the RFP process, it’s important to have each respondent provide a Statement of Work, which confirms at a high level their understanding and commitment to the contractual terms of the project. Providing a standard format will help ensure receipt of all requested information and provide the ability to easily compare responses.

Requested Documents – A list of documents that may be requested/included with the service provider RFP response.

 

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