25477_Notice_of_Intent_to_Award.pdf

Connect with Us • HillsboroughSchools.org • P.O. Box 3408 • Tampa, FL 33601-3408 • (813) 272-4000 Raymond O. Shelton School Administrative Center • 901 East Kennedy Blvd. • Tampa, FL 33602-3507

Superintendent of Schools Van Ayres

PROCUREMENT SERVICES DEPARTMENT

NOTICE OF INTENT TO AWARD

Request for Proposals: 25477-RFP-DST Wellness Program

Date: December 18, 2025

As to the above-mentioned Invitation to Bid, pursuant to §§ 287.057(1)(a) and 120.57(3), Florida Statutes, Hillsborough County Public Schools (“HCPS”) posts its Notice of Intent to Award to the vendors identified in Attachment A. The awarded vendor(s) must meet all mutually agreed qualification requirements prior to the provision of the goods and services.

Failure to file a protest within the time prescribed in § 120.57(3), Florida Statutes, or failure to post the 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. Any protest concerning HCPS’ decision must be timely received via courier, the General Manager of Procurement Services.

Protests may be filed by courier, hand delivery, or regular mail at: Hillsborough County Public Schools, Procurement Services Department, Office of the General Manager, 901 East Kennedy Boulevard, Tampa, Florida 33602. Protests may also be filed by email at corey.murphy@hcps.net. It is the filing party’s responsibility to meet all filing deadlines.

The Cone of Silence, HCPS policy 6320 – Procurement, prohibits any communication regarding an active competitive solicitation between any HCPS employee or School Board member and any third party, representative, or lobbyist of that party, in effect from the time of release of the competitive solicitation until awarded by The School Board of Hillsborough County, Florida.

Procurement Services appreciates all vendors’ interest in doing business with HCPS and encourage participation in future bidding opportunities. Any questions regarding the competitive solicitation process may be forwarded to the Procurement Services Department representative, below.

Sincerely, Erika James, Senior Procurement Officer erika.james@hcps.net Phone: (813) 272-4619

RFP #25477-RFP-DST Wellness Program Proposals Received

Bid notifications were sent to 1480 vendors via VendorLink.

Responses were received from 20 vendors.

Company SLVMP Status Submission Date

**ActiveHealth Management, Inc.

233 Spring Street – East New York, NY 10013 ActiveHealth Proposals Phone: 212 6518200 Fax:

proposals@activehealth.com

Submitted 10/2/2025 10:38:52 AM

Asset Health, Inc.

2250 Butterfield Drive, Suite 100 Troy, MI 48084 Mike Creal Phone: 734 3588884 Fax:

mcreal@assethealth.com

Submitted 10/2/2025 12:13:04 PM

**Attentive, LLC 70 Grimes Drive Guntersville, AL 35976 Allison Wendelberger Phone: 303 8356935 Fax:

allison@ahwus.com

Submitted 10/2/2025 8:47:51 AM

Superintendent Van Ayres

Attachment A

HealthCheck360 800 Main Street Dubuque, IA 52001 David Groves Phone: 563 3071069 Fax:

david.groves@healthcheck360.com

Submitted 10/2/2025 2:31:23 PM

**Higginbotham Public Sector 2175 N. Glenville Drive Richardson, TX 75082 Glenn Turchi Phone: 469 5012145 Fax:

gturchi@higginbotham.com

Submitted 10/1/2025 5:26:18 PM

**MediKeeper 9710 Scranton Road San Diego, CA 92121 Darryl Gordon Phone: 858 2513250 Fax:

dgordon@medikeeper.com

Submitted 10/1/2025 7:09:48 PM

Navigate Well LLC 140 S 68th Street, Suite 2200 West Des Moines, IA 50266 Megan Smith Phone: 609 6685681 Fax:

msmith@navigatewell.com

Submitted 10/1/2025 9:53:05 AM

*Personify Health 75 Fountain Street Providence, RI 02903 Joe Whalen Phone: 732 8879808 Fax:

joseph.whalen@personifyhealth.com

Submitted 10/2/2025 11:00:47 AM

Sharecare Operating Company, Inc 255 East Paces Ferry Road, Suite 700 Atlanta, GA 30305 Carrie Coleman Phone: 404 6714000 Fax:

carrie.coleman@sharecare.com

Submitted 10/1/2025 2:23:01 PM

The Visibility Company 105 Continental Place, Suite 400 Brentwood, TN 37027 Max Rasmussen Phone: 615 3776116 Fax:

mrasmussen@propelwellness.com

Submitted 10/2/2025 9:52:59 AM

Vitality Group International, Inc.

120 S Riverside Plaza, Floor 4 Chicago, IL 60606 Deena Adams Phone: 203 5249092 Fax:

deena.adams@vitalitygroup.com

Submitted 10/2/2025 2:28:10 PM

WebMD Health Services Group, Inc.

2701 NW Vaughn Street, Suite 700 Portland, OR 97210 Joe Feldman Phone: 503 2055066 Fax:

jfeldman@webmd.net

Submitted 10/2/2025 11:04:53 AM

Wellness Coaches USA LLC 725 West Skippack Pike, Suite 300 Blue Bell, PA 19422 Justin Thomas Phone: 215 6284454 Fax: 215 6283262 rfp@wcusa.com

Submitted 10/1/2025 3:21:17 PM

WellRight, Inc.

PO BOX 773178

Chicago, IL 60677-3178 Kelsey Holtzman Phone: 865 5665049 Fax:

rfp@wellright.com

Submitted 10/2/2025 2:13:05 PM

AURA HOLDINGS LLC

1732 Broad Winged Hawk Drive Ruskin, FL 33570 Aura Bailey Phone: 757 3714015 Fax:

bailey.auraholdings@gmail.com

SBE, Local Draft 9/3/2025 2:10:10 PM

Myotrim Enterprises, LLC 39 Cherokee Road Richboro, PA 18954 Damien Young Phone: 267 2315587 Fax:

d.young@myotrim.com

Draft 10/1/2025 12:56:24 PM

American Heritage Life Insurance Company 1776 American Heritage Life Drive Jacksonville, FL 32224 Paula Earhart Phone: 904 9922850 Fax:

AB-RFPsandProposals@allstate.com

Do not wish to submit a quote

9/3/2025 10:20:45 AM

Health Advocate Solutions 721 Arbor Way, Suite 150 Blue Bell, PA 19422 Kate Dunlop Phone: 973 2715159 Fax:

kdunlop@healthadvocate.com

Do not wish to submit a quote

9/19/2025 10:52:39 AM

HealthPath Solutions LLC 5668 FishHawk Crossing Boulevard Ste 363 Lithia, FL 335 Lithia, FL 33547 Jasmine Bellard Phone: 855 2275553 Fax:

info@HealthPathSolutions.us

SBE, Local Do not wish to submit a quote

9/8/2025 2:38:27 PM

Lincoln Financial Group 1511 N. West Shore Boulevard Tampa, FL 33609 Ellen Kilby Phone: 864 2758267 Fax:

ellen.kilby@lfg.com

Do not wish to submit a quote

9/11/2025 12:24:53 PM

Phase I

Evaluation Committee Members

Member Role

Last Name First Name Position Site Email

Voter Beauregard Heath Human Resources Partner

Personnel Services heath.beauregard@hcps.net

Voter Gambrell Regina Union Vice President regina.gambrell1@hcps.net

Voter Jargo Christoher Director Career and Technical Education christopher.jargo@hcps.net

Voter Marshall Dina Department Manager Employee Benefits and Risk Management dina.marshall@hcps.net

Voter McColister Jackie Secretary/Bookkeeper Hillsborough School Employees Federation jackie.mccolister@hcps.net

Voter Pickering Christina Department Manager Employee Benefits and Risk Management christina.pickering@hcps.net

Voter Stewart- White

Tiffany District Mental Health Clinician

Student Services tiffany.stewart-white@hcps.net

Advisor Schatzberg Tracy General Manager Employee Benefits and Risk Management tracy.schatzberg@hcps.net

Consultant Ayers Jackie Consultant AON jackie.ayers@aon.com

Consultant Booher Amy Lead Consultant AON amy.booher@aon.com

Consultant Green Sarah Consultant AON Sarah.n.green@aon.com

Consultant Jinks Jeff Account Executive AON jeff.jinks@aon.com

Consultant Mauldin Greg Account Executive AON greg.mauldin@aon.com

Consultant Naples Emily Lead Consultant AON emily.naples@aon.com

Facilitator

Baez Rebecca Procurement Officer Procurement rebecca.baez@hcps.net

Facilitator James Erika Senior Procurement Officer

Procurement erika.james@hcps.net

Facilitator Perales Christy Procurement Officer Procurement christy.perales@hcps.net

Criteria Phase I

Capabilities. Weighted Value 25

• Flexibility in design to fit HCPS’s needs and strategy (ex. Custom communications, incentive strategy, etc.)

• Challenges, incentive tracking and incentive fulfilment (rewards mall, if available)

• Ability to detect unfair participation in challenges

• Ability to partner on supporting employees with lifestyle behavioral changes based on science-based approaches

• Strategy development; data-driven recommendations, strategic insights, and continuous programmatic improvement

• Platform language capabilities and cultural competence of resources and offerings

• Champion network support (i.e.. Tools, communications, collaboration, etc.)

Platform & Demo Weighted Value 20

• Desktop vs. mobile/app experience

• Registration process

• How AI is utilized within platform

• Description of status level to rank employees based on engagement

• Tailored content and proactive outreach based on participant input/responses (i.e., mental health triggers)

• Breadth of programming (including mental health and financial well-being offerings)

• Integration with HCPS’s current programs and offerings and how the platform can serve to be an access point to wellbeing benefits

Organizational Experience & Innovation Weighted Value 10

• Core solution capabilities and offerings, differentiators from competitors

• Experience w/ clients like HCPS – including referral/reference

• High level roadmap, highlighting investments (including technology)

Member Experience & Engagement Weighted Value 10

• Personalized/differentiated employee and dependent experience

• Platform ease of use/navigation

• Current BOB engagement and projected engagement levels for HCPS’s population

• Success in BoB and Districts engaging members; including measurable outcomes – including ROI examples

Communications & Reporting Weighted Value 10

• Communications support and services, including self-service hub

• Ability to streamline member communications to eliminate redundancies and fragmentation

• Overview of reporting tools/report capabilities for ad hoc reporting

• Reporting and segmentation capabilities, self-service dashboard

Pricing & Performance Guarantees Weighted Value 10

• Competitive pricing

• Performance guarantees that hold vendor accountable for delivery to client and members, and outcome/population health oriented

Account Management & Member Support Weighted Value 5

• Approach to account management and implementation support

• Customer service support and modalities

Small Business Encouragement Program (SBEP) Weighted Value 10 Utilization of HCPS-registered vendors. Based on the submitted information in the “SBEP Subcontractor Utilization Letter of Intent,” Procurement Services encourages a percentage of the projected dollar expenditures to be allocated to HCPS-registered OSD vendors. Points shall be allocated based on the percentage of total HCPS dollars under the Agreement: 1 point for each 10% of the funding to the HCPS-registered SBEP. Example: 0 points: 0% to 9%, 1 point: 10% to 19%, 2 points: 20% to 29%, 3 points: 30% to 39%, … No (zero) points are offered for federally funded solicitations.

Phase I Evaluations

Criteria Capabilities Platform & Demo

Organizational Experience & Innovation

Member Experience & Engagement

Communications & Reporting

Pricing & Performance Guarantees

Account Management & Member Support

Small Business Encouragement Program (SBEP)

Total

Weight 25 20 10 10 10 10 5 10 100

Asset Health, Inc.

20.36 16.57 8.00 7.87 8.13 8.43 4.23 0.00 73.59

Health Check360

12.27 5.89 4.77 5.47 5.30 3.49 2.97 0.00 40.16

Navigate Well LLC

18.57 14.50 7.89 8.11 8.21 7.30 4.04 0.00 68.63

Sharecare Operating Company, Inc

14.80 11.93 6.24 5.96 5.57 1.90 2.69 0.00 49.09

The Visibility Company

12.97 5.79 5.06 5.83 5.94 5.51 3.10 0.00 44.20

Vitality Group International, Inc.

22.14 17.04 8.61 8.26 8.83 8.96 3.97 0.00 77.81

WebMD Health Services Group, Inc.

19.07 15.33 7.19 7.44 7.50 6.99 3.94 0.00 67.46

Wellness Coaches USA

LLC

16.46 13.86 6.66 6.47 6.40 7.97 3.47 0.00 61.29

WellRight, Inc.

17.60 14.67 6.90 6.63 6.91 5.99 3.44 0.00 62.14

Phase II

Evaluation Committee Members

Member Role

Last Name First Name Position Site Email

Voter Beauregard Heath Human Resources Partner

Personnel Services heath.beauregard@hcps.net

Voter Gambrell Regina Union Vice President regina.gambrell1@hcps.net

Voter Jargo Christoher Director Career and Technical Education christopher.jargo@hcps.net

Voter Marshall Dina Department Manager Employee Benefits and Risk Management dina.marshall@hcps.net

Voter McColister Jackie Secretary/Bookkeeper Hillsborough School Employees Federation jackie.mccolister@hcps.net

Voter Pickering Christina Department Manager Employee Benefits and Risk Management christina.pickering@hcps.net

Advisor Schatzberg Tracy General Manager Employee Benefits and Risk Management tracy.schatzberg@hcps.net

Consultant Ayers Jackie Consultant AON jackie.ayers@aon.com

Consultant Green Sarah Consultant AON Sarah.n.green@aon.com

Consultant Jinks Jeff Account Executive AON jeff.jinks@aon.com

Consultant Mauldin Greg Account Executive AON greg.mauldin@aon.com

Consultant Naples Emily Lead Consultant AON emily.naples@aon.com

Facilitator

Baez Rebecca Procurement Officer Procurement rebecca.baez@hcps.net

Facilitator Perales Christy Procurement Officer Procurement christy.perales@hcps.net

Facilitator Viamontes Ivan Procurement Manager Procurement ivan.viamontes@hcps.net

Criteria Phase II

Capabilities. Weighted Value 25

• Flexibility in design to fit HCPS’s needs and strategy (ex. Custom communications, incentive strategy, etc.)

• Challenges, incentive tracking and incentive fulfilment (rewards mall, if available)

• Ability to detect unfair participation in challenges

• Ability to partner on supporting employees with lifestyle behavioral changes based on science-based approaches

• Strategy development; data-driven recommendations, strategic insights, and continuous programmatic improvement

• Platform language capabilities and cultural competence of resources and offerings

• Champion network support (i.e.. Tools, communications, collaboration, etc.)

Platform & Demo Weighted Value 20

• Desktop vs. mobile/app experience

• Registration process

• How AI is utilized within platform

• Description of status level to rank employees based on engagement

• Tailored content and proactive outreach based on participant input/responses (i.e., mental health triggers)

• Breadth of programming (including mental health and financial well-being offerings)

• Integration with HCPS’s current programs and offerings and how the platform can serve to be an access point to wellbeing benefits

Organizational Experience & Innovation Weighted Value 10

• Core solution capabilities and offerings, differentiators from competitors

• Experience w/ clients like HCPS – including referral/reference

• High level roadmap, highlighting investments (including technology)

Member Experience & Engagement Weighted Value 10

• Personalized/differentiated employee and dependent experience

• Platform ease of use/navigation

• Current BOB engagement and projected engagement levels for HCPS’s population

• Success in BoB and Districts engaging members; including measurable outcomes – including ROI examples

Communications & Reporting Weighted Value 10

• Communications support and services, including self-service hub

• Ability to streamline member communications to eliminate redundancies and fragmentation

• Overview of reporting tools/report capabilities for ad hoc reporting

• Reporting and segmentation capabilities, self-service dashboard

Pricing & Performance Guarantees Weighted Value 10

• Competitive pricing

• Performance guarantees that hold vendor accountable for delivery to client and members, and outcome/population health oriented

Account Management & Member Support Weighted Value 5

• Approach to account management and implementation support

• Customer service support and modalities

Small Business Encouragement Program (SBEP) Weighted Value 10 Utilization of HCPS-registered vendors. Based on the submitted information in the “SBEP Subcontractor Utilization Letter of Intent,” Procurement Services encourages a percentage of the projected dollar expenditures to be allocated to HCPS-registered OSD vendors. Points shall be allocated based on the percentage of total HCPS dollars under the Agreement: 1 point for each 10% of the funding to the HCPS-registered SBEP. Example: 0 points: 0% to 9%, 1 point: 10% to 19%, 2 points: 20% to 29%, 3 points: 30% to 39%, … No (zero) points are offered for federally funded solicitations.

Phase II Evaluations

Criteria Capabilities Platform & Demo

Organizational Experience & Innovation

Member Experience & Engagement

Pricing & Performance Guarantees

Account Management & Member Support

Small Business Encouragement Program (SBEP)

Communications & Reporting

Total

Weight 25 20 10 10 10 5 10 10 100

Asset Health, Inc.

19.58 15.93 7.92 8.00 8.08 3.93 0.00 7.67 71.12

Navigate Well

LLC

18.35 14.40 6.83 7.23 5.33 3.57 0.00 7.35 63.07

Vitality Group International, Inc.

21.83 18.40 8.83 8.80 8.72 3.92 0.00 8.87 79.37

WebMD Health Services Group, Inc.

16.78 12.93 6.22 6.40 6.57 3.60 0.00 6.75 59.25

Notes:

* Non-Responsive

Personify Health – The vendor did not submit the required HCPS bid documents and required affidavits.

**Non-Responsible

ActiveHealth Management, Inc. - Did not meet the requirements stated in the Scope of Work.

Attentive, LLC - Did not meet the requirements stated in the Scope of Work.

Higginbotham Public Sector - Did not meet the requirements stated in the Scope of Work.

MediKeeper - Did not meet the requirements stated in the Scope of Work.

Recommendation for Award

Vitality Group International, Inc.