Common use of Subrecipient Duties and Criteria Clause in Contracts

Subrecipient Duties and Criteria. The Subrecipient shall: • Recruit and assign qualified personnel to be trained and certified as Navigators by the State; “qualified” includes, at minimum, being a high school graduate and having prior education or employment experience that is relevant to the Navigator role; • Evaluate and manage performance of Navigators; • Ensure that Navigator staff have the appropriate technological skills and equipment to complete on-line applications through VHC; • Obtain a State of Vermont criminal conviction report on each Navigator for whom one was not previously obtained by the Subrecipient organization and keeping on file throughout the term of this agreement. If the prospective Navigator has not resided in the state of Vermont for the past five consecutive years, then an FBI criminal background check is required. The Subrecipient shall make the criminal conviction report available to the State upon request; • Ensure that only certified Navigators are providing direct, in person enrollment assistance to consumers; • Identify distinct target populations and provide for additional outreach and education in conjunction with the State’s outreach efforts; • Provide monthly reports to the Project Director detailing outreach activities, enrollment activities, and work plans for the coming month per the specific requirements outlined in the standard reporting tool (see Appendix I – Required Documents); • Attend quarterly Navigator Organization summits to be held in July, October, January and April; • Manage grant funding and compensation of Navigators, if applicable; and • Notify the State immediately if a Navigator terminates employment with Navigator organization. The Subrecipient’s individual Navigators shall: • Maintain expertise in eligibility, enrollment, and program specifications; • Conduct public education activities to raise awareness about the Exchange; • Provide information and services to Vermonters in a fair, accurate and impartial manner; • Facilitate selection of a qualified health plan (QHP) and/or Medicaid, Dr. Dynasaur, and other public health benefit program for eligible individual applicants using the Vermont Health Connect website; • Provide referrals to any applicable office of health insurance consumer assistance or health insurance ombudsman established under section 2793 of the Public Health Service Act, or any other appropriate State agency or agencies, for any enrollee with a grievance, complaint, or question regarding their health plan, coverage, or a determination under such plan or coverage; and • Provide information in a manner that is culturally and linguistically appropriate to the needs of the population being served by the Exchange, including individuals with limited English proficiency, and ensure accessibility and usability of Navigator tools and functions for individuals with disabilities in accordance with the Americans with Disabilities Act and section 504 of the Rehabilitation Act. Subrecipient shall have such policies or procedures that are necessary to ensure that individual Navigators: • Obtain a signed “Consent for In Person Assistance” form from each customer they assist with completing the on-line application and submit consent forms to the State of Vermont; • Complete the VHC Navigator training program and pass certification exam; • Attend additional training as required by Vermont Health Connect to maintain certification; • Confirm there are no conflicts of interest, and disclose any current or former relationships in the last 5 years with any health insurance or stop loss insurer, or subsidiary, or any existing employment relationship between a health insurer and the individual’s spouse or domestic partner. In addition to the above criteria, the Subrecipient agrees to conduct outreach and education for Vermont Health Connect, including: • Planning and staffing of enrollment events in collaboration with the VHC Outreach Manager. Subrecipient shall participate in no less than one enrollment event per State fiscal year quarter. Subrecipient shall provide evening and/or weekend availability and agrees to plan their staffing needs accordingly for participation in these events; • Providing Vermont Health Connect presence at community venues, events, fairs and/or festivals at least five times during grant period; • Coordinating with geographically overlapping Navigator organizations to avoid duplication of effort; • Identifying locations and dates for Vermont Health Connect events in the communities they serve; • Placing Vermont Health Connect materials in markets, community centers, faith institutions, and other physical and online venues; and • Promoting Vermont Health Connect through email lists and all other available communication tools Subrecipient is designated as a Tier I Subrecipient. Subrecipient agrees to undertake such measures as necessary to avoid duplicating the efforts of other Subrecipients and Navigators.

Subrecipient Duties and Criteria. The Subrecipient shall: • Recruit and assign qualified personnel to be trained and certified as Navigators by the State; “qualified” includes, at minimum, being a high school graduate and having prior education or employment experience that is relevant to the Navigator role; • Evaluate and manage performance of Navigators; • Ensure that Navigator staff have the appropriate technological skills and equipment to complete on-line applications through VHC; • Obtain a State of Vermont criminal conviction report on each Navigator for whom one was not previously obtained by the Subrecipient organization and keeping on file throughout the term of this agreement. If the prospective Navigator has not resided in the state of Vermont for the past five consecutive years, then an FBI criminal background check is required. The Subrecipient shall make the criminal conviction report available to the State upon request; • Ensure that only certified Navigators are providing direct, in person enrollment assistance to consumers; • Identify distinct target populations and provide for additional outreach and education in conjunction with the State’s outreach efforts; • Provide monthly reports to the Project Director detailing outreach activities, enrollment activities, and work plans for the coming month per the specific requirements outlined in the standard reporting tool (see Appendix I – Required Documents); • Attend quarterly Navigator Organization summits to be held in July, October, January and April; • Manage grant funding and compensation of Navigators, if applicable; and • Notify the State immediately if a Navigator terminates employment with Navigator organization. The Subrecipient’s individual Navigators shall: • Maintain expertise in eligibility, enrollment, and program specifications; • Conduct public education activities to raise awareness about the Exchange; • Provide information and services to Vermonters in a fair, accurate and impartial manner; • Facilitate selection of a qualified health plan (QHP) and/or Medicaid, Dr. Dynasaur, and other public health benefit program for eligible individual applicants using the Vermont Health Connect website; • Provide referrals to any applicable office of health insurance consumer assistance or health insurance ombudsman established under section 2793 of the Public Health Service Act, or any other appropriate State agency or agencies, for any enrollee with a grievance, complaint, or question regarding their health plan, coverage, or a determination under such plan or coverage; and • Provide information in a manner that is culturally and linguistically appropriate to the needs of the population being served by the Exchange, including individuals with limited English proficiency, and ensure accessibility and usability of Navigator tools and functions for individuals with disabilities in accordance with the Americans with Disabilities Act and section 504 of the Rehabilitation Act. Subrecipient shall have such policies or procedures that are necessary to ensure that individual Navigators: • Obtain a signed “Consent for In Person Assistance” form from each customer they assist with completing the on-line application and submit consent forms to the State of Vermont; • Complete the VHC Navigator training program and pass certification exam; • Attend additional training as required by Vermont Health Connect to maintain certification; • Confirm there are no conflicts of interest, and disclose any current or former relationships in the last 5 years with any health insurance or stop loss insurer, or subsidiary, or any existing employment relationship between a health insurer and the individual’s spouse or domestic partner. In addition to the above criteria, the Subrecipient agrees to conduct outreach and education for Vermont Health Connect, including: • Planning and staffing of enrollment events in collaboration with the VHC Outreach Manager. Subrecipient shall participate in no less than one enrollment event per State fiscal year quarter. Subrecipient shall provide evening and/or weekend availability and agrees to plan their staffing needs accordingly for participation in these events; • Providing Vermont Health Connect presence at community venues, events, fairs and/or festivals at least five times during grant period; • Coordinating with geographically overlapping Navigator organizations to avoid duplication of effort; • Identifying locations and dates for Vermont Health Connect events in the communities they serve; • Placing Vermont Health Connect materials in markets, community centers, faith institutions, and other physical and online venues; and • Promoting Vermont Health Connect through email lists and all other available communication tools Subrecipient is designated as a Tier I II Subrecipient. Subrecipient agrees to undertake such measures as necessary to avoid duplicating the efforts of other Subrecipients and Navigators. If Subrecipient is designated as a Tier II Subrecipient, Subrecipient shall: • Support Tier I Navigator organizations by promoting Vermont Health Connect using in person contact as well as electronic and physical promotional media; • Follow any public messaging and program requirements issued to Navigator Organizations by Vermont Health Connect during the life of this agreement • Be available to other Navigator Organizations to answer questions; and Serve on a Navigator Program Advisory Committee that will meet bimonthly.

Subrecipient Duties and Criteria. The Subrecipient shall: • Recruit and assign qualified personnel to be trained and certified as Navigators by the State; “qualified” includes, at minimum, being a high school graduate and having prior education or employment experience that is relevant to the Navigator role; • Evaluate and manage performance of Navigators; • Ensure that Navigator staff have the appropriate technological skills and equipment to complete on-line applications through VHC; • Obtain a State of Vermont criminal conviction report on each Navigator for whom one was not previously obtained by the Subrecipient organization and keeping on file throughout the term of this agreement. If the prospective Navigator has not resided in the state of Vermont for the past five consecutive years, then an FBI criminal background check is required. The Subrecipient shall make the criminal conviction report available to the State upon request; • Ensure that only certified Navigators are providing direct, in person enrollment assistance to consumers; • Identify distinct target populations and provide for additional outreach and education in conjunction with the StateVHC’s outreach efforts; • Provide monthly reports to the Project Director detailing outreach activities, enrollment activities, and work plans for the coming month per the specific requirements outlined in the standard reporting tool (see Appendix I – Required Documents); • Attend quarterly Navigator Organization summits to be held in July, October, January and April; • Manage grant funding and compensation of Navigators, if applicable; and • Notify the State immediately if a Navigator terminates employment with Navigator organization. The Subrecipient’s individual Navigators shall: • Maintain expertise in eligibility, enrollment, and program specifications; • Conduct public education activities to raise awareness about the Exchange; • Provide information and services to Vermonters in a fair, accurate and impartial manner; • Facilitate selection of a qualified health plan (QHP) and/or Medicaid, Dr. Dynasaur, and other public health benefit program for eligible individual applicants using the Vermont Health Connect website; • Provide referrals to any applicable office of health insurance consumer assistance or health insurance ombudsman established under section 2793 of the Public Health Service Act, or any other appropriate State agency or agencies, for any enrollee with a grievance, complaint, or question regarding their health plan, coverage, or a determination under such plan or coverage; and • Provide information in a manner that is culturally and linguistically appropriate to the needs of the population being served by the Exchange, including individuals with limited English proficiency, and ensure accessibility and usability of Navigator tools and functions for individuals with disabilities in accordance with the Americans with Disabilities Act and section 504 of the Rehabilitation Act. Subrecipient shall have such policies or procedures that are necessary to ensure that individual Navigators: • Obtain a signed “Consent for In Person Assistance” form from each customer they assist in-person with completing the on-line application and submit consent forms to the State of Vermont; • Complete the VHC Navigator training program and pass certification exam; • Attend additional training as required by Vermont Health Connect to maintain certification; • Confirm there are no conflicts of interest, and disclose any current or former relationships in the last 5 years with any health insurance or stop loss insurer, or subsidiary, or any existing employment relationship between a health insurer and the individual’s spouse or domestic partner. In addition to the above criteria, the Subrecipient agrees to conduct outreach and education for Vermont Health Connect, including: • Planning and staffing of enrollment events in collaboration with the VHC Outreach Manager. Subrecipient Subrecepient shall participate in no less than one enrollment event per State fiscal year quarter. Subrecipient shall provide evening and/or weekend availability and agrees to plan their staffing needs accordingly for participation in these events; • Providing Vermont Health Connect presence at community venues, events, fairs and/or festivals at least five times during grant period; • Coordinating with geographically overlapping Navigator organizations to avoid duplication of effort; • Identifying locations and dates for Vermont Health Connect events in the communities they serve; • Placing Vermont Health Connect materials in markets, community centers, faith institutions, and other physical and online venues; and • Promoting Vermont Health Connect through email lists and all other available communication tools Subrecipient is designated as a Tier I II Subrecipient. Subrecipient agrees to undertake such measures as necessary to avoid duplicating the efforts of other Subrecipients and Navigators. If Subrecipient is designated as a Tier II Subrecipient, Subrecipient shall: • Support Tier I Navigator organizations by promoting Vermont Health Connect using in person contact as well as electronic and physical promotional media; • Follow any public messaging and program requirements issued to Navigator Organizations by Vermont Health Connect during the life of this agreement • Be available to other Navigator Organizations to answer questions; and Serve on a Navigator Program Advisory Committee that will meet bimonthly.

Subrecipient Duties and Criteria. The Subrecipient shall: • Recruit and assign qualified personnel to be trained and certified as Navigators by the State; “qualified” includes, at minimum, being a high school graduate and having prior education or employment experience that is relevant to the Navigator role; • Evaluate and manage performance of Navigators; • Ensure that Navigator staff have the appropriate technological skills and equipment to complete on-line applications through VHC; • Obtain a State of Vermont criminal conviction report on each Navigator for whom one was not previously obtained by the Subrecipient organization and keeping on file throughout the term of this agreement. If the prospective Navigator has not resided in the state of Vermont for the past five consecutive years, then an FBI criminal background check is required. The Subrecipient shall make the criminal conviction report available to the State upon request; • Ensure that only certified Navigators are providing direct, in person enrollment assistance to consumers; • Identify distinct target populations and provide for additional outreach and education in conjunction with the State’s outreach efforts; • Provide monthly reports to the Project Director detailing outreach activities, enrollment activities, and work plans for the coming month per the specific requirements outlined in the standard reporting tool (see Appendix I – Required Documents); • Attend quarterly Navigator Organization summits to be held in July, October, January and April; • Manage grant funding and compensation of Navigators, if applicable; and • Notify the State immediately if a Navigator terminates employment with Navigator organization. The Subrecipient’s individual Navigators shall: • Maintain expertise in eligibility, enrollment, and program specifications; • Conduct public education activities to raise awareness about the Exchange; • Provide information and services to Vermonters in a fair, accurate and impartial manner; • Facilitate selection of a qualified health plan (QHP) and/or Medicaid, Dr. Dynasaur, and other public health benefit program for eligible individual applicants using the Vermont Health Connect website; • Provide referrals to any applicable office of health insurance consumer assistance or health insurance ombudsman established under section 2793 of the Public Health Service Act, or any other appropriate State agency or agencies, for any enrollee with a grievance, complaint, or question regarding their health plan, coverage, or a determination under such plan or coverage; and • Provide information in a manner that is culturally and linguistically appropriate to the needs of the population being served by the Exchange, including individuals with limited English proficiency, and ensure accessibility and usability of Navigator tools and functions for individuals with disabilities in accordance with the Americans with Disabilities Act and section 504 of the Rehabilitation Act. Subrecipient shall have such policies or procedures that are necessary to ensure that individual Navigators: • Obtain a signed “Consent for In Person Assistance” form from each customer they assist with completing the on-line application and submit consent forms to the State of Vermont; • Complete the VHC Navigator training program and pass certification exam; • Attend additional training as required by Vermont Health Connect to maintain certification; • Confirm there are no conflicts of interest, and disclose any current or former relationships in the last 5 years with any health insurance or stop loss insurer, or subsidiary, or any existing employment relationship between a health insurer and the individual’s spouse or domestic partner. In addition to the above criteria, the Subrecipient agrees to conduct outreach and education for Vermont Health Connect, including: • Planning and staffing of enrollment events in collaboration with the VHC Outreach Manager. Subrecipient shall participate in no less than one enrollment event per State fiscal year quarter. Subrecipient shall provide evening and/or weekend availability and agrees to plan their staffing needs accordingly for participation in these events; • Providing Vermont Health Connect presence at community venues, events, fairs and/or festivals at least five times during grant period; • Coordinating with geographically overlapping Navigator organizations to avoid duplication of effort; • Identifying locations and dates for Vermont Health Connect events in the communities they serve; • Placing Vermont Health Connect materials in markets, community centers, faith institutions, and other physical and online venues; and • Promoting Vermont Health Connect through email lists and all other available communication tools Subrecipient is designated as a Tier I II Subrecipient. Subrecipient agrees to undertake such measures as necessary to avoid duplicating the efforts of other Subrecipients and Navigators.

Subrecipient Duties and Criteria. The Subrecipient shall: • Recruit and assign qualified personnel to be trained and certified as Navigators by the State; “qualified” includes, at minimum, being a high school graduate and having prior education or employment experience that is relevant to the Navigator role; • Evaluate and manage performance of Navigators; • Ensure that Navigator staff have the appropriate technological skills and equipment to complete on-line applications through VHC; • Obtain a State of Vermont criminal conviction report on each Navigator for whom one was not previously obtained by the Subrecipient organization and keeping on file throughout the term of this agreement. If the prospective Navigator has not resided in the state of Vermont for the past five consecutive years, then an FBI criminal background check is required. The Subrecipient shall make the criminal conviction report available to the State upon request; • Ensure that only certified Navigators are providing direct, in person enrollment assistance to consumers; • Identify distinct target populations and provide for additional outreach and education in conjunction with the State’s outreach efforts; • Provide monthly reports to the Project Director detailing outreach activities, enrollment activities, and work plans for the coming month per the specific requirements outlined in the standard reporting tool (see Appendix I – Required Documents); • Attend quarterly Navigator Organization summits to be held in July, October, January and April; • Manage grant funding and compensation of Navigators, if applicable; and • Notify the State immediately if a Navigator terminates employment with Navigator organization. The Subrecipient’s individual Navigators shall: • Maintain expertise in eligibility, enrollment, and program specifications; • Conduct public education activities to raise awareness about the Exchange; • Provide information and services to Vermonters in a fair, accurate and impartial manner; • Facilitate selection of a qualified health plan (QHP) and/or Medicaid, Dr. Dynasaur, and other public health benefit program for eligible individual applicants using the Vermont Health Connect website; • Provide referrals to any applicable office of health insurance consumer assistance or health insurance ombudsman established under section 2793 of the Public Health Service Act, or any other appropriate State agency or agencies, for any enrollee with a grievance, complaint, or question regarding their health plan, coverage, or a determination under such plan or coverage; and • Provide information in a manner that is culturally and linguistically appropriate to the needs of the population being served by the Exchange, including individuals with limited English proficiency, and ensure accessibility and usability of Navigator tools and functions for individuals with disabilities in accordance with the Americans with Disabilities Act and section 504 of the Rehabilitation Act. Subrecipient shall have such policies or procedures that are necessary to ensure that individual Navigators: • Obtain a signed “Consent for In Person Assistance” form from each customer they assist with completing the on-line application and submit consent forms to the State of Vermont; • Complete the VHC Navigator training program and pass certification exam; • Attend additional training as required by Vermont Health Connect to maintain certification; • Confirm there are no conflicts of interest, and disclose any current or former relationships in the last 5 years with any health insurance or stop loss insurer, or subsidiary, or any existing employment relationship between a health insurer and the individual’s spouse or domestic partner. In addition to the above criteria, the Subrecipient agrees to conduct outreach and education for Vermont Health Connect, including: • Planning and staffing of enrollment events in collaboration with the VHC Outreach Manager. Subrecipient Subrecepient shall participate in no less than one enrollment event per State fiscal year quarter. Subrecipient shall provide evening and/or weekend availability and agrees to plan their staffing needs accordingly for participation in these events; • Providing Vermont Health Connect presence at community venues, events, fairs and/or festivals at least five times during grant period; • Coordinating with geographically overlapping Navigator organizations to avoid duplication of effort; • Identifying locations and dates for Vermont Health Connect events in the communities they serve; • Placing Vermont Health Connect materials in markets, community centers, faith institutions, and other physical and online venues; and • Promoting Vermont Health Connect through email lists and all other available communication tools Subrecipient is designated as a Tier I Subrecipient. Subrecipient agrees to undertake such measures as necessary to avoid duplicating the efforts of other Subrecipients and Navigators.

Subrecipient Duties and Criteria. The Subrecipient shall: •  Deliver navigation work directly to vulnerable and/or underserved populations by partnering with local non-profit organizations and holding navigation clinics directly at the locations where those organizations offer services.  Recruit and assign qualified personnel to be trained and certified as Navigators by the State; “qualified” includes, at minimum, being a high school graduate and having prior education or employment experience that is relevant to the Navigator role; • .  Evaluate and manage performance of Navigators; • .  Ensure that Navigator staff Navigators have the appropriate technological skills and equipment to complete on-line applications through Vermont Health Connect (VHC; • ).  Obtain a State of Vermont criminal conviction report on each Navigator for whom one was not previously obtained by the Subrecipient organization and keeping keep on file throughout the term of this agreementGrant Agreement. If the prospective Navigator has not resided in the state State of Vermont for the past five consecutive years, then an FBI criminal background check is required. The Subrecipient shall make the criminal conviction report available to the State upon request; • .  Ensure that only those certified Navigators by the Assister Program are providing direct, in person enrollment assistance to consumers; • Identify distinct target populations customers. Participate in monthly check-in calls with and provide for additional outreach and education in conjunction with the State’s outreach efforts; • Provide monthly reports to the Project Director detailing outreach activities, enrollment activities, State upon request.  Attend conference calls and work plans for webinars when indicated as mandatory by the coming month per the specific requirements outlined in the standard reporting tool (see Appendix I – Required Documents); • Attend quarterly Navigator Organization summits to be held in July, October, January and April; • State.  Manage grant funding and compensation of Navigators, if applicable; and • .  Notify the State Assister Program Manager immediately if a Navigator terminates employment with the Navigator organization. The Subrecipient’s  Maintain a physical office location in Vermont from which Navigators shall frequently provide face-to-face assistance to customers.  Submit documentation to State before beginning work under this Grant Agreement, and no later than July 30, 2024, attesting to being and remaining conflict of interest free pursuant to 45 CFR 155.215 for any period of this Grant Agreement. This includes performing relationship checks on the individual Navigators shallworking for the Subrecipient. The State retains the right to require Subrecipient to prepare and perform a written remediation plan should there be any concerns or questions regarding the attestation or the relationship checks.  Ensure that individual Navigators are competent, professional and have the appropriate skills to adequately fulfill Navigator duties. The Subrecipient shall ensure its individual Navigators: •  Maintain expertise in eligibility, enrollment, enrollment and program specifications; • Conduct public education activities to raise awareness about the Exchange; • .  Provide information and services to Vermonters in a fair, accurate and impartial manner; • .  Facilitate selection of a qualified health plan Qualified Health Plan (QHP) and/or Medicaid, Dr. Dynasaur, and other public health benefit program for eligible individual applicants using Agency of Human Services authorized enrollment methods, including online platforms and the Vermont Health Connect VHC website; • .  Provide referrals to any applicable office of health insurance consumer assistance or health insurance ombudsman established under section 2793 of the Public Health Service Act, or any other appropriate State agency or agencies, for any enrollee with a grievance, complaint, or question regarding their health plan, coverage, or a determination under such plan or coverage; .  Maintain appropriate technical capabilities to assist customers through online applications and • self-service platforms.  Maintain adaptability in response to emerging health climates and to assist customers during such public health concerns/emergencies.  Provide information in a manner that is culturally and linguistically appropriate to the needs of the population being served by the ExchangeSubrecipient, including individuals with limited English proficiency, and ensure accessibility and usability of Navigator tools and functions for individuals with disabilities in accordance with the Americans with Disabilities Act and section 504 of the Rehabilitation Act. The Subrecipient shall have such policies or procedures that are necessary to ensure that individual Navigators: • o Obtain a signed 205ASSIST “Consent for In Person Assistance” form (located in the Assister Resource Center) from each customer they assist with completing the on-line application in obtaining and submit maintaining appropriate health care coverage. These consent forms are required to be stored securely by the Subrecipient and available upon request by the State of Vermont; • Complete . The Consent Form policy is subject to change and the VHC Subrecipient must comply with any changes that occur. o Meet all requirements for certification as a Navigator including attending and completing all required training program and pass certification passing the Initial Certification Course exam; • . o Attend additional training as required by Vermont Health Connect Federal and State mandates to maintain certification; • . o Confirm there are no conflicts of interest, interest and disclose any current or former relationships in the last 5 years with any health insurance or stop loss insurer, or subsidiary, or any existing employment relationship between a health insurer and the individual’s spouse or domestic partner. In addition to the above criteria, the Subrecipient agrees to conduct outreach and education for Vermont Health Connect, including: • Planning and staffing of enrollment events in collaboration with the VHC Outreach Manager. Subrecipient shall participate in no less than one enrollment event per State fiscal year quarter. Subrecipient shall provide evening and/or weekend availability and agrees to plan their staffing needs accordingly for participation in these events; • Providing Vermont Health Connect presence at community venues, events, fairs and/or festivals at least five times during grant period; • Coordinating with geographically overlapping Navigator organizations to avoid duplication of effort; • Identifying locations and dates for Vermont Health Connect events in the communities they serve; • Placing Vermont Health Connect materials in markets, community centers, faith institutions, and other physical and online venues; and • Promoting Vermont Health Connect through email lists and all other available communication tools Subrecipient is designated as a Tier I Subrecipient. Subrecipient agrees to undertake such measures as necessary to avoid duplicating the efforts of other Subrecipients and Navigators.