To: Board of Supervisors
From: Dr. Ori Tzvieli, Interim Health Services Director
Report Title: Rescind Prior Board Action Pertaining to Contracted Services with HealthPlanCRM, LLC, d/b/a Cavulus
?Recommendation of the County Administrator ? Recommendation of Board Committee
RECOMMENDATIONS:
RESCIND Board action of June 24, 2025 (C.67), which pertained to a contract with HealthPlanCRM, LLC, d/b/a Cavulus; and APPROVE and AUTHORIZE the Interim Health Services Director, or designee, to execute on behalf of the County a Master Subscription and Services Agreement (County Contract #77-782) with HealthPlanCRM, LLC, d/b/a Cavulus, a Delaware limited liability company (Cavulus), in an amount not to exceed $510,000, for a hosted Medicare Advantage customer relationship management software application and services for Contra Costa Health Plan (CCHP) for the period from July, 3 2025 through July 2, 2028, and for consecutive annual renewals periods thereafter until terminated.
FISCAL IMPACT:
This Contract will result in contractual service expenditures of up to $510,000 over a 3-year period and will be funded 100% by Contra Costa Health Plan Enterprise II Fund.
BACKGROUND:
This Contract meets the needs of CCHP by providing an electronic Customer Relationship Management (CRM) system. CCHP requires a Medicare Advantage CRM system for enrollment functions that meet all federal and state regulatory requirements. Cavulus' MedicareCRM and Enrollment Channel Management (ECM) are cloud-based (hosted) member acquisition solutions specially designed for organizations such as CCHP, whose members may qualify as dual-eligible healthcare beneficiaries eligible for Medicare and Medicaid services. For that reason, Special Needs Plans (D-SNP) from Medicare Advantage provide a way to manage healthcare services under one policy. CCHP members with dual eligibility status can sign up for a type of D-SNP. Cavulus offers a solution tailored to the unique compliance and operational needs of a D...
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