Attachment 1
REQUEST FOR APPLICATION OF PROPOSAL APPLICATION (RFPA)
TO DELIVER
Home and Community Based Services
Applicant Organization Name:
Mailing Address:
Office Address:
Contact:
Name & Title
E-Mail Address:
Telephone:
Emergency Contact (Name & #):
Date of Application:
. Fax:
COVER LETTER
Cover Letter – At a minimum, this letter must include the following:
• A statement that the accompanying application is in response to this RFPA.
• A statement that the applicant is willing, if selected, to execute a contract with the Area
Agency on Aging and Disability (AAAD).
• A statement identifying the individual(s) authorized to finalize a contract with the AAAD on
behalf of the Applicant.
ORGANIZATIONAL STRUCTURE AND INFORMATION
Please provide a W-9
Please identify the organizational structure of the applicant’s governing body.
Individual (sole proprietorship)
Partnership
Non-Profit Corporation
For-Profit Corporation
State University
Other (explain)
Please indicate the status of your agency (check all that apply):
minority owned/operated
small business
none of the above
women owned/operated
faith-based organization
History/Organizational Capacity
History: (Provide a brief history of the organization and its service delivery system for proposed
service.)
Governing Body: (Describe structure and responsibilities. Provide a list of the present membership
of the Board of Directors or other governing body of the applicant. The list must include each
member’s name, address, sex, race and whether he or she is a person with a disability. Also
include the method used for selecting and replacing board members.)
Organizational Chart: (For overall agency and single organization unit responsible for delivering
proposed service(s).)
Experience: (Describe within two pages organizational experience in working with older persons
and/or adults with disabilities. Include the number of years in business.)
Provide customer satisfaction rate that has been measured and documentation that 80% or more
of customers are satisfied with services.
Mission & Values: Briefly describe the approach and plans for service implementation, including:
Mission Statement
Values and/or guiding principles
Personnel:
Identify the key personnel who will be involved with the program. Please make available upon
request a resume for each of the key personnel.
Identify the supervisory structure related to proposed service delivery.
Describe the qualifications and required competencies for people who will serve as direct service
workers. Include job descriptions.
Include the proposed training approaches and curriculum to be used to keep staff current in-service
delivery and best practices in services and supports.
Policy for conducting/maintaining background checks
Financial Capacity: Provide Copies of the Following:
Most recently completed audited financial statements of submitting organization. The audited
financial statement is preferable; however, if an organization does not have this information,
IRS tax reporting forms / tax return is appropriate for the submitting organization.
A copy of the organization’s business status must be attached (i.e., 501(c), Business License,
etc.)
A copy of a valid certificate of insurance indicating liability insurance in an amount sufficient to cover
any potential liability arising as a result of a contract pursuant to this RFPA must be attached
A copy of the verification of Workers Compensation Insurance.
Copies of current signed site agreements or sight agreement template to be used for each location
[congregate, satellite, and kitchen(s)].
If an audited financial statement is available, do not complete numbers 6 and 7.
A current written bank reference, in the form of a standard business letter, indicates that the
applicant's business relationship with the financial institution is in positive standing.
Two current written positive credit references in the form of standard business letters from vendors
with which the applicant has done business, or documentation of a positive credit rating
determined by an accredited credit bureau within the last 6 months.
Organizational Conduct: (Answer each question):
Has the organization and/or any of the organization’s employees, agents, independent contractors
been convicted of, pled guilty to, or pled no contest to any contracted crime involving a public
contract?
(If the answer is yes, attach an explanation)
Has the organization and/or any of the organization’s employees, agents, independent contractors
been convicted of, pled guilty to, or pled no contest to a felony?
(If the answer is yes,
attach an explanation)
Has the organization and/or any of the organization’s employees, agents, independent contractors
been civilly liable in an action that involved fraud, misrepresentation, material omission,
misappropriation, moral turpitude, theft, or conversion?
(If the answer is yes, attach an
explanation)
Has the organization and/or any of the organization’s employees, agents, independent contractors
been relieved of responsibility by a court, employer, or client for actions involving fraud,
misrepresentation, material omission, misappropriation, moral turpitude, theft, or conversion?
(If the answer is yes, attach an explanation)
Is your organization currently under Federal or State debarment?
ASSURANCES & CERTIFICATIONS
By signing this application, the Applicant agrees:
• To certify that, under penalty of perjury, your provider organization has completed this Provider
Application independent of any outside influence which may result in your receiving privileged
information about this RFPA.
• To certify that this RFPA factually represents your administrative capabilities and proposed
services, and that if your organization is approved, you agree to abide by the terms and conditions
of the Provider Contract.
• To certify that if your organization is approved, you agree to contract with the AAAD for services
at your usual and customary charges not to exceed the maximum allowable outlined in the
contract..
• To certify that your organization will follow the specific Service Description and Standards
required by the State of Tennessee Department of Disability and Aging.for each proposed service
activity.
• To certify that your organization has written policies regarding the following:
• Personnel Policies including employee
health/sick leave policy, safety and
sanitation, fiscal management, food
service management, and food recalls.
• Affirmative Action Policy
• Non-discrimination in Hiring Policy
• Confidentiality Policy
• Non-discrimination in Service Delivery
Policy
• ADA Compliance Policy
• Drug Free Workplace Policy
• Civil Rights Compliance Policy
(Title VI and VII)
• Certification Regarding Lobbying
• To certify that your organization has secured all required licenses, certifications, permits and
accreditation (as required by the State and/or Federal governments). Attach copies including
a copy of the most recent compliance report from the Department of Health or other
regulatory entity.
IV.
SERVICE DELIVERY
1. Describe and specify the availability of funds to support the cost of providing services to
ensure service delivery continues throughout the contracted period and continuation of
services occurs until reimbursement of services is made including required match funding.
2. Describe your agency’s plan regarding weather-related emergencies. Include the following
information:
• Conditions under which the agency will be closed.
• Describe weather related emergency plans to ensure elderly clients receive services
they need during emergency situations. Submit name of contact persons.
• Plan for receiving emergency calls for assistance.
• Schedule of Holidays
3. Describe and include procedures for internal monitoring and assessment. Detail how
internal monitoring reports will be submitted to the AAAD when completed. The Internal
monitoring should be attached to this RFP and include:
•
Provide description of each of the service you are seeking funding for in the RFP
including counties you propose to serve
•
Name of the person or position responsible for monitoring and evaluating each
service.
•
Procedures for corrective action or follow-up
•
A copy of the internal monitoring tool (s) to be used.
4. Ensure compliance with Background Records Checks on employees having contact with
consumers.
5. Explain the organization’s policy process for conducting Customer Satisfaction Surveys
and attach the results of your most recent Customer Satisfaction Survey Report showing
the percentage of satisfied customers for the period.
6. Describe how information on program income and donations will be provided to program
participants and other interested parties. Include a description of procedures and
mechanisms for collection, use and management of program income and donations. All
donations must be accounted for and submitted to the AAAD as designated.
7. Identify each service you seek funding for, explain in a detailed narrative how the services
for which you request funding will be organized and delivered by your organization as
outlined in this RFP funded by state and Older Americans Act. Please include an
implementation schedule.
8. How will your organization track missed visits of authorized services?
9. If you are a current provider please provide documentation demonstrating you submitted
invoices within the contracted prescribed time frame.
10. If the service you are requesting funding for is listed on the Usual and Customary Rates
Document, please complete the form.
11. Organizations proposing to provide food boxes please propose a unit price based on the
service definition.
12. Organizations proposing to provide assistive technology should provide a comprehensive
list of technology that to be supplied, itemized costing, and a statement that the Aging
Commission of the Mid South will not be charged more than the organization’s usual and
customary rate for each service and/or item listed.
13. Organizations proposing to provide medical supplies should provide a comprehensive list
of be supplied, itemized costing, and a statement that the Aging Commission of the Mid
South will not be charged more than the organization’s usual and customary rate for each
item listed.
AUTHORIZATION FOR SUBMISSION
On this the ________________________________ day of _________________________ , 20__,
{Name of Applicant Organization)
Is submitting this application to become an approved
provider
Executive Director / CEO / President Applicant Organization
Chairman, Governing Body
Date
Date
This page summarizes the opportunity, including an overview and a preview of the attached documents.