4ADC3DEA-9D5B-9827-C369A2B1FCFC62A9.xlsx
XLSX spreadsheet 99 KB Posted
- Attached to
- Air Compressor System for Toxicology
- Solicitation number
- ITB 2026-49-11
- Issued by
- Franklin County, Ohio
About this file
This is a Request for Proposal (RFP) questionnaire for the Franklin County Cooperative seeking a wellness program vendor to administer the ThriveOn wellness program. The Cooperative is soliciting proposals for comprehensive wellness services including health assessments, biometric screenings, health coaching, member portal functionality, communications, incentive management, and reporting capabilities. The contract is anticipated to commence February 1, 2027, with the Cooperative expecting finalized program design by fall 2026 and full vendor implementation and testing well in advance of the January 1, 2027 effective date. The RFP questionnaire contains 13 major categories encompassing firm background and experience, account management, corporate strategy, program strategy, communications, incentives management, member experience and screening, portal functionality, programming and coaching services, reporting and data integration, compliance, and implementation requirements. Vendors must complete numerous attachments including contact information, references, subcontractors, account management team details, member services specifications, biometric screening capabilities, coaching services offerings, performance guarantees, and implementation timelines.
The RFP emphasizes compliance with an offshore affidavit requiring all work to be performed onshore with no offshore resources permitted for back-office work, data entry, IT services touching County data, or call centers. The incumbent vendor is OhioHealthy, and responding vendors must address integration of historical participant biometric data from the incumbent to facilitate tracking of improvements and historic reporting. Vendors must confirm ability to accept and integrate data files from multiple carriers including UHC, Aetna, OptumRx, and VSP at specified frequencies, coordinate with the County's Health Engagement Nurses through United Healthcare, and share biometric data accordingly. The County requires confirmation of performance guarantees with potential fees at risk, standard service level agreements, and the ability to operate under the County's provided contract and Business Associate Agreement. Pricing must assume fully onshore operations, with any additional charges for all-onshore work to be identified separately on the pricing document.
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All Questions
| Franklin County Cooperative - RFP 2026-06-04 - Cancer Concierge/Navigation Services RFP |
| Questionnaire |
| Instructions: Please input your responses in each of the cells in the "Response" column below. You may add comments in the adjacent column. All cells marked in yellow have drop down menu from which to choose. All cells marked in gray are not intended to be written in. Please provide an open-ended response to all "Text" questions. Please note all questions marked as File Attachment willl either have an accompanying File to complete or contain a request for a file to be uploaded with your response. |
Vendor - please type in your company name:
| Category/ Section Header | Question Type | Q# | Question | Response | Explanation |
| Background, Organization & Experience | Text | 1 | Provide the following information for the account management team (i.e., account manager, implementation mangager, etc.) that will be assigned to the County for this contract: |
-Title -Name -Location -Number of years with the Organization -Number of years in their current role with the Organization -Biography (including additional experience in the industry) -Specific responsibilities for Franklin County Background, Organization & Experience Text 2 Provide the following background information regarding your organization:
-Name of Company -Headquarters location -Web address -Ownership structure -Controlling interest -Date operations began -Current number of employees
| Background, Organization & Experience | Single Choice | 3 | Franklin County requires that, with regard to this contract, Vendor affirms that they do not have an offshore presence in a specific country with which the United States has a declaration of war by Congress or the President has authorized war on a specific country. This shall include any back up services for data, back-office services and work performed by subcontractors at all tiers. Also note, all pricing in the proposal should assume all work will be done in accordance with the above statement. Confirm your firm can adhere to this requirement. If there is an additional charge for all onshore work, it should be included on the Pricing Document. |
| Background, Organization & Experience | Text | 4 | If your firm’s ownership structure changed within the past 24 months, or if a change is being considered in the next 24 months, then please explain. Any acquisition or merger which includes a company with an offshore presence, that does not meet the terms of question 3 above, must be identified. |
| Background, Organization & Experience | Text | 5 | If an officer of your company has been charged with a crime or been convicted of a crime (excluding traffic court) within the past five (5) years, then please explain. |
| Background, Organization & Experience | Single Choice | 6 | Confirm you will notify the County of any future criminal activity (excluding traffic court) as it pertains to an officer of your company. |
| Background, Organization & Experience | Text | 7 | Confirm you can meet all aspects of the current program outlined in the Scope of Work (Section 3 of the RFP document). If you cannot meet certain aspects of the Scope of Work, identify them here. PLEASE NOTE: All Scope of Work deviations must be identified here. If awarded the contract, bidder will be required to provide all programs, services and administration that currently are provided by the incumbent unless identified here. If you are unsure of aspects of the program as it pertains to this question, do not assume. |
| Background, Organization & Experience | Attachment Provided | 8 | Complete the attachment “References.xlsx”. Please note that there will NOT be additional opportunities to submit references and you must provide references in the proposal. Failure to provide full references will significantly impact the evaluation of the RFP submission. Please ensure phone numbers are correct and are direct numbers for the individuals. The County will not contact other individuals within the company or attempt to use other means to contact these individuals. |
| Background, Organization & Experience | Attachment Provided | 9 | Complete the attachment “Subcontractors.xlsx”. Include all subcontractors that will be delivering services to the County during the duration of this contract, including name, location, service to be performed, location where services will be performed, and length of your relationship with this subcontractor. |
| Background, Organization & Experience | Text | 10 | If your firm or any person that may provide services to the County has a possible conflict of interest, then please explain the nature of the conflict. |
| Background, Organization & Experience | Single Choice | 11 | Confirm you will notify the County of any future conflict of interest as it pertains to your firm or any person that may provide services to the County. |
| Background, Organization & Experience | Multichoice | 12 | Which organizations are you associated with? Check all that apply. Please provide an explanation for any that apply. |
| Multichoice | We are associated with a hospital/healthcare system | ||
| Multichoice | We are part of the National Comprehensive Cancer Network | ||
| Multichoice | We are part of a NCI-Designated Cancer Center | ||
| Communications | Single Choice | 13 | Confirm that the Cooperative has final approval of all print, email, and other mass participant communications. |
| Communications | Single Choice | 14 | What is the maximum number of home mailings per year included in your pricing? If there is an additional cost, please note in the Pricing Document. |
| Communications | Text | 15 | How do you reach a variety of populations such as spouses, those without Internet access, etc.? |
| Communications | Attachment Requested | 16 | Provide a list of included participant communications, with full-color samples in 8.5x11 format. |
| Communications | Text | 17 | Do you conduct any proactive outreach to members to engage them in your services based on claims, georgraphic location, risk, gaps in care, or predictive modeling? If so, please explain. |
| Communications | Multichoice | 18 | Which of the following languages do you have staff to support? |
| Multichoice | Spanish | ||
| Multichoice | Somali | ||
| Multichoice | Chinese | ||
| Multichoice | Arabic | ||
| Multichoice | Other (please specify) | ||
| Communications | Text | 19 | Provide an annual communication plan/timeline. |
| Compliance | Text | 20 | If there has been significant litigation and/or State/Federal government action taken against your firm in the last five (5) years, or that is proposed or pending, then please explain. Any lawsuits specifically related to HIPAA or other healthcare compliance regulations must be identified. |
| Compliance | Text | 21 | Describe how you comply with HIPAA, ACA, EEOC, ADA, GINA, and other privacy rules. |
| Compliance | Text | 22 | Describe your data privacy protocols. Describe any breaches within the last 24 months and how you responded. |
| Compliance | Single Choice | 23 | Do you use secure email communication? |
| Implementation | Text | 24 | Describe your implementation process, team, and client roles. Include any data requirements for implementation including how you will establish any expected data feeds (eligibility, clinical data, etc.) with County and County's vendors and at what frequency they will be needed. |
| Implementation | Attachment Requested | 25 | Provide a copy of your standard performance guarantees, including if it varies by employer size, location, etc. Include any fees at risk baed on performance guarantees not met. |
| Implementation | Text | 26 | Do you offer a performance guarnatee around engagement? If so, please describe. |
| Implementation | Attachment Requested | 27 | Provide a detailed implementation timeline. Please note that while the effective date is February 1, 2027, the County expects to have a finalized program design with vendor in time for Open Enrollment (fall 2026) and the vendor to be in place and tested well in advance of 1/1/2027. |
| Implementation | Single Choice | 28 | Confirm you have included all implementation credits, if offered, on the Pricing Document. |
| Member Experience | Attachment Provided | 29 | Complete the attachment “Member Services.xlsx”. |
| Member Experience | Text | 30 | Do you conduct member satisfaction surveys? If so, explain when surveys are administered and provide your Book of Business results for the most recent 12 month period. |
| Member Experience | Multichoice | 31 | How do members engage with and access your platform and services? Select all that apply. |
| Multichoice | Public website (no login required) | ||
| Multichoice | County-specific site with access code | ||
| Multichoice | Secure site with personal username/password | ||
| Multichoice | App for Apple | ||
| Multichoice | App for Android | ||
| Multichoice | Call | ||
| Multichoice | |||
| Multichoice | Chat | ||
| Multichoice | In-person | ||
| Member Experience | Text | 32 | Please provide an overview of the member experience when a member calls in using the following scenario. Member was recently diagnosed with stage 3 breast cancer, has not yet established with an oncologist, wants a 2nd opinion, has questions about what to expect during treatment, is concerned about how their children will handle the diagnosis, and wants to know more about ancillary benefits that support their cancer journey. |
| Member Experience | Single Choice | 33 | Do participants have the option to engage with the same advocate/representative over time? |
| Member Experience | Text | 34 | Do you offer any interactive opportunties for members to engage (i.e., Mobile Education Kitchen, mobile screening units, etc.)? If so, please explain and include any additional cost in the Pricing Document. |
| Member Experience | Multichoice | 35 | Who is eligible to access your services? Check all that apply. |
| Multichoice | Benefits-eligible employees | ||
| Multichoice | Benefits-enrolled employees | ||
| Multichoice | Benefits-eligible dependents | ||
| Multichoice | Benefits-enrolled dependents | ||
| Multichoice | Immediate family members (parents, siblings, in-laws, grandparents, aunts/uncles, nieces/nephews) | ||
| Member Experience | Text | 36 | Explain how you identify a member as eligible for your services through Franklin County. What data/member information is needed to provide services and is this information provided by the County or by the member? |
| Reporting and data integration | Text | 37 | Explain the top 3-5 metrics which the County should monitor or items the County should track to demonstrate the overall success of the program. |
| Reporting and data integration | Attachment Requested | 38 | Provide standard weekly, monthly, quarterly, annual reporting package samples. Confirm that you will regularly pull and send these standard reports to the County. |
| Reporting and data integration | Text | 39 | What engagement statistics are measured and how do you measure the impact of your programs and report on results? |
| Reporting and data integration | Text | 40 | Describe ad-hoc reporting capabilities. Please clarify any additional reporting costs on the Pricing Document |
| Reporting and data integration | Text | 41 | What is your U.S. Book of Business ROI? |
| Reporting and data integration | Text | 42 | How does your service integrate/work with our medical carrier, if at all? |
| Services | Single Choice | 43 | Confirm your services can be provided nationally (not just in Ohio). |
| Services | Text | 44 | Provide a brief summary of your organization’s products and services, including education/prevention, concierge services, clinical support, etc. What makes your service offering unique including key differentiators? |
| Services | Multichoice | 45 | What type of support can you provide to members? Check all that apply and provide a brief explanation. Include any additional costs on the Pricing Document. |
| Multichoice | Explaining and answering questions related to a diagnosis | ||
| Multichoice | Explaining and answering questions related to treatment plan | ||
| Multichoice | Support addressing side effects | ||
| Multichoice | Support in identifying what questions to ask during appointments | ||
| Multichoice | Referral to community/support groups | ||
| Multichoice | Referral to clinical trials | ||
| Multichoice | Support for long-term care/survivorship | ||
| Services | Multichoice | 46 | What type of support can you provide to members? Check all that apply and provide a brief explanation. Include any additional costs on the Pricing Document. |
| Multichoice | Providing referral to a Center of Excellence, NCI-designated facility, and/or NCCN facility | ||
| Multichoice | Assistance in identifying high quality/high performing providers | ||
| Multichoice | Assessing family unit needs as a result of the patient's condition and provide resources/referrals | ||
| Multichoice | Support and guidance regarding financial concerns | ||
| Multichoice | Mental health screening/referrals | ||
| Multichoice | Care coordination, such as assitance making appointments, navigating benefits, etc. | ||
| Multichoice | Second opinion services | ||
| Multichoice | Genetic testing | ||
| Services | Single Choice | 47 | Can you connect members with local and national oncologists who specialize in the member's specific type of cancer to discuss their questions/diagnosis? |
| Services | Single Choice | 48 | In relation to the question #47, what percentage of oncologist specialists that you connect patients with are NCI-designated or associated with a NCCN Member Institution? |
| Services | Text | 49 | Describe any services/support provided to the family of the patient (i.e., caregiver support, mental health support, etc.). |
| Services | Single Choice | 50 | Are there any types of cancer that your program does not address / provide concierge services for? If yes, please explain. |
1. Firm Background
| Franklin County Wellness RFP | Max Points | Priority Question Count | Question Count | Count of Scored Text Questions | Count of Scored Attachments | Count of Auto-Scored Questions w/ Weight | Count of Non-Weighted Questions | |
| Firm Background, Organization & Experience | 80 | 2 | 17 | 1 | 1 | 0 | 0 | 15 |
| Category/ Section Header | Question Type | Priority | Q# | Question | Question Options / Score | Max Score/ Weight | Scoring Instructions | Response | Explanation |
| Firm Background, Organization & Experience | Attachment | Y | 1 | Please complete the attachment “Contact Information.xlsx” with the primary contact and company information for this RFP. | 40 | ||||
| Firm Background, Organization & Experience | Text | N | 2 | Please provide the exact company name used for financial filing. Please provide the state of domicile for your company (state with regulatory control). | |||||
| Firm Background, Organization & Experience | Text | Y | 3 | Franklin County requires that, with regard to this contract, no work shall be performed by offshore resources. This includes but is not limited to back office work, data entry, IT that touches the County's data, and call centers. Review the Offshore Affidavit in the RFP document, sign and include this with your proposal. Also note, all pricing in the proposal should assume all work will be done in accordance with the Offshore Affidavit. If there is an additional charge for all onshore work, it should be included on the Pricing Document. | 40 | ||||
| Firm Background, Organization & Experience | Text | 4 | Please provide a brief history of your firm, including ownership structure, parent organization if applicable, headquarters location, date operations began, latest annual revenue, debt, and current number of employees. | ||||||
| Firm Background, Organization & Experience | Text | 5 | If your firm’s ownership structure changed within the past 24 months, or if a change being considered in the next 24 months, then please explain. Any acquisition or merger which includes a company with an offshore presence, that does not meet the terms of question 3 above, must be identified. | ||||||
| Firm Background, Organization & Experience | Text | N | 6 | If an officer of your company has been charged with a crime or been convicted of a crime (excluding traffic court) within the past five (5) years, then please explain | |||||
| Firm Background, Organization & Experience | Confirm/Not Confirm | N | 7 | Confirm you will notify the County of any future criminal activity (excluding traffic court) as it pertains to an officer of your company. | |||||
| Firm Background, Organization & Experience | Text | 8 | Has the company achieved GDPR compliance? Please list any other certifications or compliance measures in place (NCQA, URAC, Other, etc.). | ||||||
| Firm Background, Organization & Experience | Attachment | 9 | In an attachment, please provide a brief summary of your organization’s wellness products and services. | ||||||
| Firm Background, Organization & Experience | Text | 10 | What makes your service offering unique? | ||||||
| Firm Background, Organization & Experience | Attachment | 11 | Confirm you are able to meet all aspects of the ThriveOn program outlined in the Scope of Work document. | ||||||
| PLEASE NOTE: All Scope of Work deviations must be identified and confirmed in the attachment “Scope of Work Deviations.xlsx”. If awarded the contract, bidder will be required to provide all programs, services and administration that currently are provided by the incumbent unless identified in the Scope of Work document. If you are unsure of aspects of the ThriveOn program as it pertains to this question, do not assume. | |||||||||
| Firm Background, Organization & Experience | Text | 12 | Describe your experience administering a wellness program for a consortium with multiple entities, like the Cooperative. For how many clients similar to the Cooperative do you currently provide services? Please be sure to include information regarding experience with multiple collectively bargained units. | ||||||
| Firm Background, Organization & Experience | Text | 13 | Provide strategic recommendations for the Cooperative to build upon its wellness foundation to deliver a best-in-class wellness experience. Describe how you would lead and facilitate this effort. | ||||||
| Firm Background, Organization & Experience | Text | 14 | How do you propose building on the momentum of the ThriveOn program, especially given the complexity that can come with changing vendors? | ||||||
| Firm Background, Organization & Experience | Text | 15 | Describe your experience and approach in partnering with an additional wellness vendor, such as carving out screenings and in-person programs; coordinating with the on-site nurse/clinic; etc. Please explain any additional cost. Note in the Pricing Document a la carte costs for services that could be carved out | ||||||
| Firm Background, Organization & Experience | Attachment | N | 16 | Please complete the attachment “References.xlsx”, as follows: provide all references requested. Please note that there will NOT be additional opportunities to submit references and you must provide references in the proposal. Failure to provide full references will significantly impact the evaluation of the RFP submission. Please ensure phone numbers are correct and are direct umbers for the individuals. The County will not contact other individuals within the company or attempt to use other means to contact these individuals. | |||||
| Firm Background, Organization & Experience | Attachment | N | 17 | Using the worksheet provided (Subcontractors.xlsx), list all subcontractors that will be delivering services to the County during the duration of this contract, including name, location, service to be performed, location where services will be performed, and length of your relationship with this subcontractor. Note Offshoring requirements described in the Offshore Affidavit apply to subcontractors. |
2. Account Management
| Franklin County Wellness RFP | Max Points | Priority Question Count | Question Count | Count of Scored Text Questions | Count of Scored Attachments | Count of Auto-Scored Questions w/ Weight | Count of Non-Weighted Questions | |
| Account Management | 0 | 0 | 11 | 0 | 0 | 0 | 0 | 11 |
| Category/ Section Header | Question Type | Priority | Q# | Question | Question Options / Score | Max Score/ Weight | Scoring Instructions | Response | Explanation |
| Account Management | Attachment | N | 1 | Please complete the attachment “Account Management Team.xlsx” Describe your account management team. | |||||
| Account Management | Text | 2 | What is your philosophy and practice for client update meetings and advising clients of the overall program progress? How do you respond to immediate, unexpected client needs? | ||||||
| Account Management | Text | 3 | Please describe your available on-site resources? In your response, please include specifically your ability to provide on-site dietitian, nutritionist, nurse support, exercise consultation, etc. Please clarify if you intend to subcontract services to local providers in order to increase your on-site presence for the County. | ||||||
| Account Management | Confirm/Not Confirm | 4 | Confirm you can commit to a one-hour weekly update call. | ||||||
| Account Management | Attachment | 5 | Please complete the attachment “Member Service Center.xlsx”. Please only include customer service in this response (do not include any coaching services in the response to this question). | ||||||
| Account Management | Text | 6 | Specifically describe the steps you would take to support ThriveOn Wellness Champions, including managing and hosting quarterly meetings. | ||||||
| Account Management | Attachment | 7 | Provide list of standard reports, with samples | ||||||
| Account Management | Attachment | 8 | Please provide the curriculum vitae or resume for the account management team members. | ||||||
| Account Management | Confirm/Not Confirm | 9 | Confirm you can commit to attendance on monthly wellness champion meetings. | ||||||
| Account Management | Confirm/Not Confirm | 10 | Confirm you can commit to attendance at quarterly meetings with key vendor partners. | ||||||
| Account Management | Confirm/Not Confirm | 11 | Confirm you can commit to attendance at an annual vendor summit. |
3. Corporate Strategy
| Franklin County Wellness RFP | Max Points | Priority Question Count | Question Count | Count of Scored Text Questions | Count of Scored Attachments | Count of Auto-Scored Questions w/ Weight | Count of Non-Weighted Questions | |
| Corporate Strategy | 0 | 0 | 26 | 0 | 0 | 0 | 0 | 26 |
| Category/ Section Header | Question Type | Priority | Q# | Question | Question Options / Score | Max Score/ Weight | Scoring Instructions | Response | Explanation |
| Strategy | Text | 1 | What is your organization's strategy for addressing Social Determinants of Health (SDoH)? | ||||||
| Strategy | Text | 2 | How do you use SDoH information to improve your services? | ||||||
| Strategy | Attachment | 3 | Include a copy of your company’s code of ethics, diversity statement, and supplier diversity policy. | ||||||
| Strategy | Text | 4 | How do you accommodate the needs those with disabilities, seniors, and less sophisticated web users. | ||||||
| Strategy | Text | 5 | What is your company's policy or commitment statement regarding technology accessibility? | ||||||
| Strategy | Text | 6 | How do you ensure your solution and programs take into account a diverse employer population? What strategies do you employ to ensure cultural relevance and sensitivity as well as adhere to employer specific business goals and strategies? | ||||||
| Strategy | Text | 7 | How do you use SDoH information for members to help engage members that may otherwise have lower engagement or less access to care? How do you direct this population to both employer and community resources? | ||||||
| Strategy | Text | 8 | How do you address gender identity issues? Please describe your general approach. | ||||||
| Strategy | Confirm/ Not Confirm | 9 | Confirm if you can accept non-binary gender information. | ||||||
| Strategy | Text | 10 | How does non-binary gender submission impact HRA questions, gender-specific biometric screening metrics, etc.? | ||||||
| Strategy | Text | 11 | Describe your overall approach to participant engagement, sustained health improvement, and intrinsic motivation. How do you maximize “teachable moments?” Describe this for low-risk, medium risk and high-risk participants. | ||||||
| Strategy | Text | 12 | How do you personalize wellness to offer something for every participant, based on individual risks and readiness to change? | ||||||
| Strategy | Text | 13 | Describe your approach to personalization on your member portal and communications. | ||||||
| Strategy | Text | 14 | How do you engage those most at-risk? | ||||||
| Strategy | Text | 15 | How do you coordinate with other providers (EAP, on-site nurse, medical TPA, DM, etc.) to ensure a full continuum of care for those at every level of wellness (very healthy to very sick)? | ||||||
| Strategy | Text | N | 16 | How do you incorporate primary care relationships and preventive visits? | |||||
| Strategy | Text | 17 | We acknowledge the legal limitations for incentives related to dependent children. However, there are significant health challenges and opportunities that begin in childhood. What is your recommended approach to support the entire family, including dependent children (whether over age 18 or under)? | ||||||
| Strategy | Attachment | 18 | Provide sample Health Assessment | ||||||
| Strategy | Attachment | 19 | Provide sample Physician screening form | ||||||
| Strategy | Text | 20 | Describe how you utilize biometric screenings and health assessments to encourage PCP engagement. | ||||||
| Strategy | Y/N | 21 | Will you accept data files from UHC, Aetna, OptumRx, VSP at least monthly for preventive care compliance | ||||||
| Strategy | Text | 22 | Please describe your ability to accept data files from UHC, Aetna, OptumRx, VSP and any limitations or costs. | ||||||
| Strategy | Y/N | 23 | Will you collaborate with other vendors to provide holistic reporting (i.e., medical vendor claims)? | ||||||
| Strategy | Text | 24 | Describe your strategy regarding collaboration with Advanced Primary Care vendors. | ||||||
| Strategy | Text | 25 | Please describe your DEI initiatives. Include Initiatives within your organization, Initiatives within your provider contracts and third-party arrangements, and Initiatives that directly impact your clients. | ||||||
| Strategy | Text | 26 | What top three recommendations would your firm make to an employer to address health and wellness disparities through wellness programming? |
4. Program Strategy
| Franklin County Wellness RFP | Max Points | Priority Question Count | Question Count | Count of Scored Text Questions | Count of Scored Attachments | Count of Auto-Scored Questions w/ Weight | Count of Non-Weighted Questions | |
| Program Strategy | 0 | 0 | 26 | 0 | 0 | 0 | 0 | 26 |
| Category/ Section Header | Question Type | Priority | Q# | Question | Question Options / Score | Max Score/ Weight | Scoring Instructions | Response | Explanation |
| Strategy | Text | 1 | What is your organization's strategy for addressing Social Determinants of Health (SDoH)? | ||||||
| Strategy | Text | 2 | How do you use SDoH information to improve your services? | ||||||
| Strategy | Attachment | 3 | Include a copy of your company’s code of ethics, diversity statement, and supplier diversity policy. | ||||||
| Strategy | Text | 4 | How do you accommodate the needs those with disabilities, seniors, and less sophisticated web users. | ||||||
| Strategy | Text | 5 | What is your company's policy or commitment statement regarding technology accessibility? | ||||||
| Strategy | Text | 6 | How do you ensure your solution and programs take into account a diverse employer population? What strategies do you employ to ensure cultural relevance and sensitivity as well as adhere to employer specific business goals and strategies? | ||||||
| Strategy | Text | 7 | How do you use SDoH information for members to help engage members that may otherwise have lower engagement or less access to care? How do you direct this population to both employer and community resources? | ||||||
| Strategy | Text | 8 | How do you address gender identity issues? Please describe your general approach. | ||||||
| Strategy | Confirm/ Not Confirm | 9 | Confirm if you can accept non-binary gender information. | ||||||
| Strategy | Text | 10 | How does non-binary gender submission impact HRA questions, gender-specific biometric screening metrics, etc.? | ||||||
| Strategy | Text | 11 | Describe your overall approach to participant engagement, sustained health improvement, and intrinsic motivation. How do you maximize “teachable moments?” Describe this for low-risk, medium risk and high-risk participants. | ||||||
| Strategy | Text | 12 | How do you personalize wellness to offer something for every participant, based on individual risks and readiness to change? | ||||||
| Strategy | Text | 13 | Describe your approach to personalization on your member portal and communications. | ||||||
| Strategy | Text | 14 | How do you engage those most at-risk? | ||||||
| Strategy | Text | 15 | How do you coordinate with other providers (EAP, on-site nurse, medical TPA, DM, etc.) to ensure a full continuum of care for those at every level of wellness (very healthy to very sick)? | ||||||
| Strategy | Text | N | 16 | How do you incorporate primary care relationships and preventive visits? | |||||
| Strategy | Text | 17 | We acknowledge the legal limitations for incentives related to dependent children. However, there are significant health challenges and opportunities that begin in childhood. What is your recommended approach to support the entire family, including dependent children (whether over age 18 or under)? | ||||||
| Strategy | Attachment | 18 | Provide sample Health Assessment | ||||||
| Strategy | Attachment | 19 | Provide sample Physician screening form | ||||||
| Strategy | Text | 20 | Describe how you utilize biometric screenings and health assessments to encourage PCP engagement. | ||||||
| Strategy | Y/N | 21 | Will you accept data files from UHC, Aetna, OptumRx, VSP at least monthly for preventive care compliance | ||||||
| Strategy | Text | 22 | Please describe your ability to accept data files from UHC, Aetna, OptumRx, VSP and any limitations or costs. | ||||||
| Strategy | Y/N | 23 | Will you collaborate with other vendors to provide holistic reporting (i.e., medical vendor claims)? | ||||||
| Strategy | Text | 24 | Describe your strategy regarding collaboration with Advanced Primary Care vendors. | ||||||
| Strategy | Text | 25 | Please describe your DEI initiatives. Include Initiatives within your organization, Initiatives within your provider contracts and third-party arrangements, and Initiatives that directly impact your clients. | ||||||
| Strategy | Text | 26 | What top three recommendations would your firm make to an employer to address health and wellness disparities through wellness programming? |
5. Communications
| Franklin County Wellness RFP | Max Points | Priority Question Count | Question Count | Count of Scored Text Questions | Count of Scored Attachments | Count of Auto-Scored Questions w/ Weight | Count of Non-Weighted Questions | |
| Communications | 0 | 0 | 12 | 0 | 0 | 0 | 0 | 12 |
| Category/ Section Header | Question Type | Priority | Q# | Question | Question Options / Score | Max Score/ Weight | Scoring Instructions | Response | Explanation |
| Communications | Text | 1 | Describe how you communicate to members with new accounts, “welcoming” the member to the program and providing information regarding registration, incentives, rewards and timing, etc. Include frequency of touch points throughout the year and customization. | ||||||
| Communications | Text | 2 | What is your recommended communication approach for implementation and ongoing engagement for ThriveOn? | ||||||
| Communications | Confirm/Not Confirm | 3 | Confirm that the Cooperative has final approval of all print, email, and other mass participant communications. | ||||||
| Communications | Text | 4 | Describe your quality control methods when it comes to participant communications. | ||||||
| Communications | Text | 5 | How do you reach a variety of populations (such as spouses, those without Internet access, etc.)? | ||||||
| Communications | Text | 6 | Can you set up an outbound e-mail address branded to ThriveOn from which to send all wellness-related e-mail? | ||||||
| Communications | Y/N | 7 | Do you have the ability to utilize text messaging for participant reminders and communications? | ||||||
| Communications | Text | 8 | ThriveOn currently administers gym reimbursement in-house, reviewing forms and processing payments quarterly. Would you be willing to administer this program element? If so, what is your recommended approach? | ||||||
| Communications | Attachment | 9 | List of included participant communications for implementation and ongoing, with samples | ||||||
| Communications | Text | 10 | Please describe your ability to customize marketing materials based on risks. | ||||||
| Communications | Text | 11 | Please describe your ability to customize marketing materials completion of tasks and programs.. | ||||||
| Communications | Text | 12 | Can communications be customized to members and if so, if there are additional costs, please include in the Pricing Document. |
6. Incentives Management
| Franklin County Wellness RFP | Max Points | Priority Question Count | Question Count | Count of Scored Text Questions | Count of Scored Attachments | Count of Auto-Scored Questions w/ Weight | Count of Non-Weighted Questions | |
| Incentives Management | 0 | 0 | 6 | 0 | 0 | 0 | 0 | 6 |
| Category/ Section Header | Question Type | Priority | Q# | Question | Question Options / Score | Max Score/ Weight | Scoring Instructions | Response | Explanation |
| Incentives Management | Text | 1 | Describe your best practices for incentives. Please elaborate how incentive design varies based on healthcare plan options (Traditional PPO, High Deductible Health Plans, etc.) | ||||||
| Incentives Management | Text | 2 | Describe the different types of incentive arrangements that you administer. | ||||||
| Incentives Management | Text | 3 | Provide a success story of your most impactful client incentive structure. | ||||||
| Incentives Management | Confirm/Not Confirm | 4 | Confirm your ability to administer the current incentive approach as described in the Scope of Work. Your response to the questionnaire is made part of the contract with Franklin County. If you are unsure of aspects of the ThriveOn program as it pertains to this question, do not assume. | ||||||
| Incentives Management | Text | 5 | Can you provide condition-specific activities and incentives (e.g. diabetes) | ||||||
| Incentives Management | Text | 6 | Provide a proposed 3-year incentive evolution to move ThriveOn from the current incentives design and maintain or improve engagement. |
7. Member Experience Screening
| Franklin County Wellness RFP | Max Points | Priority Question Count | Question Count | Count of Scored Text Questions | Count of Scored Attachments | Count of Auto-Scored Questions w/ Weight | Count of Non-Weighted Questions | |
| Member Experience: Screening and Assessments | 46 | 1 | 35 | 1 | 0 | 2 | 3 | 29 |
| Category/ Section Header | Question Type | Priority | Q# | Question | Question Options / Score | Max Score/ Weight | Scoring Instructions | Response | Explanation |
| Member Experience | Attachment | 1 | Please complete the attachment “Biometric Screenings.xlsx” Indicate which of the following screening methods and tests are available. Please confirm any additional costs on the Pricing Document.: | ||||||
| Member Experience | Text | 2 | To what degree can the health assessment be customized to the ThriveOn program? Is there an additional cost for customization? Please note any additional costs on the Pricing Document. | 0 | |||||
| Member Experience | Text | 3 | What POC equipment is used for testing A1C for onsite events? | ||||||
| Member Experience | Text | 4 | What is your recommended approach for the sequence of the health assessment (HA) and biometric screening to ensure participant biometric data is incorporated into the screening and post screening consultation? In your response, please be sure to clarify how biometric data is populated in the HA if the HA is completed prior to upload of the biometric data? How does biometric data populate the HA if the HA is completed after upload of the biometric data? How does this impact any participant report? Is the member notified when biometric data is uploaded regardless of sequence of events? Is risk score recalculated when new activity occurs? | 4 | |||||
| Member Experience | Y/N | 5 | Can the data from a biometric screening auto-populate a participant’s electronic HA? | 2 | |||||
| Member Experience | Attachment | 6 | Please complete the attachment “Onsite Screenings.xlsx”. Describe the on-site screening process, including but not limited to the credentials/experience of the individual conducting the screenings and time required for registration, screening and counseling after the screening. | ||||||
| Member Experience | Text | 7 | Describe how member health data is received. If there are multiple methods, please describe and clarify the type of data (e.g. email, scan and upload to the portal, fax etc.)? | ||||||
| Member Experience | Text | 8 | What is the process for engaging and referring high-risk individuals promptly? Address emergency transportation in your response. | ||||||
| Member Experience | Y/N | 9 | Franklin County has an onsite Health Engagement Nurse (HENs) through the relationship with United Healthcare. Are you able to collaborate with onsite nurses to advance employee engagement or partner on programs. | ||||||
| Member Experience | Y/N | 10 | Confirm that you will share biometric data with HENs. | ||||||
| Member Experience | Text | 11 | To what providers and/or facilities are high-risk participants referred? | ||||||
| Member Experience | Y/N | 12 | Do you have the capability to allow members to opt-out of submitting health risk assessment, biometric screening, physician-based screening (e.g. waiver)? | 0 | |||||
| Member Experience | Text | 13 | How is the participant directed to applicable resources following the health assessment, based on their individual health risk? Please specify the process for low-, moderate-, and high-risk individuals. Be clear in how you make personalized recommendations to programs beyond your portal, such as those described in Section II. | 0 | |||||
| Member Experience | Text | 14 | Explain how risks are reported to the participant and their PCP. | ||||||
| Member Experience | Y/N | 15 | Do you provide results for each biometric outcome? | ||||||
| Member Experience | Y/N | 16 | Do you provide an overall risk score? | ||||||
| Member Experience | Y/N | 17 | Do you show the results for prior years to demonstrate progress on the participant report? | ||||||
| Member Experience | Y/N | 18 | Do you provide an improvement goal? | ||||||
| Member Experience | Y/N | 19 | Does the report include an individual action plan with written recommendations? Does the portal support the results of a member’s action plan, i.e. does the member’s portal promote and recommend the same action plan/programs as the participant report/action plan? | ||||||
| Member Experience | Attachment | 20 | Provide sample of participant report, with prior years comparison if platform can support this. | ||||||
| Member Experience | Y/N | Y | 21 | If an action plan is provided, does it refer to employer-specific or other vendor programs and resources, i.e. DM programs, etc.? | 40 | ||||
| Member Experience | Y/N | 22 | Does the report provide references to incentives earned? | ||||||
| Member Experience | Y/N | 23 | Are reports provided online? | ||||||
| Member Experience | Y/N | 24 | Are online reports provided in an easy-to-print format, such as PDF? | ||||||
| Member Experience | Text | 25 | What is frequency and cadence of reports provided online? | ||||||
| Member Experience | Y/N | 26 | Are reports mailed to homes? | ||||||
| Member Experience | Text | 27 | Are reports provided to physicians? If so, how (mail, fax, etc.)? | ||||||
| Member Experience | Text | 28 | Describe the ideal participant experience, from beginning to end in a program year. | ||||||
| Member Experience | Text | 29 | Can you provide a participant health score with outcomes-based goals for improving their score? Please describe. | ||||||
| Member Experience | Attachment | 30 | 3 illustrative examples (low-risk, medium-risk, high-risk) with detailed descriptions of the participant experience. Include how you stratify risk, number of outreach interventions, educational support, and treatment plan support. | ||||||
| Member Experience | Attachment | 31 | Provide sample documentation that participant receives immediately following screening | ||||||
| Member Experience | Attachment | 32 | Provide sample participant report – with full results of HA and screening | ||||||
| Member Experience | Attachment | 33 | Please describe your helpline and chat features in order to improve participant engagement. | ||||||
| Member Experience | Text | 34 | Will Franklin County have access to review participant incentive status? If not, how will inquiries be handled? (maybe move under participant experience) | ||||||
| Member Experience | Text | 35 | Describe your approach, including process, timing, and data sharing, for the tobacco attestation and incentives application. |
8. Member Experience General
| Franklin County Wellness RFP | Max Points | Priority Question Count | Question Count | Count of Scored Text Questions | Count of Scored Attachments | Count of Auto-Scored Questions w/ Weight | Count of Non-Weighted Questions | |
| Member Experience: General | 46 | 1 | 35 | 1 | 0 | 2 | 3 | 29 |
| Category/ Section Header | Question Type | Priority | Q# | Question | Question Options / Score | Max Score/ Weight | Scoring Instructions | Response | Explanation |
| Member Experience | Attachment | 1 | Please complete the attachment “Biometric Screenings.xlsx” Indicate which of the following screening methods and tests are available. Please confirm any additional costs on the Pricing Document.: | ||||||
| Member Experience | Text | 2 | To what degree can the health assessment be customized to the ThriveOn program? Is there an additional cost for customization? Please note any additional costs on the Pricing Document. | 0 | |||||
| Member Experience | Text | 3 | What POC equipment is used for testing A1C for onsite events? | ||||||
| Member Experience | Text | 4 | What is your recommended approach for the sequence of the health assessment (HA) and biometric screening to ensure participant biometric data is incorporated into the screening and post screening consultation? In your response, please be sure to clarify how biometric data is populated in the HA if the HA is completed prior to upload of the biometric data? How does biometric data populate the HA if the HA is completed after upload of the biometric data? How does this impact any participant report? Is the member notified when biometric data is uploaded regardless of sequence of events? Is risk score recalculated when new activity occurs? | 4 | |||||
| Member Experience | Y/N | 5 | Can the data from a biometric screening auto-populate a participant’s electronic HA? | 2 | |||||
| Member Experience | Attachment | 6 | Please complete the attachment “Onsite Screenings.xlsx”. Describe the on-site screening process, including but not limited to the credentials/experience of the individual conducting the screenings and time required for registration, screening and counseling after the screening. | ||||||
| Member Experience | Text | 7 | Describe how member health data is received. If there are multiple methods, please describe and clarify the type of data (e.g. email, scan and upload to the portal, fax etc.)? | ||||||
| Member Experience | Text | 8 | What is the process for engaging and referring high-risk individuals promptly? Address emergency transportation in your response. | ||||||
| Member Experience | Y/N | 9 | Franklin County has an onsite Health Engagement Nurse (HENs) through the relationship with United Healthcare. Are you able to collaborate with onsite nurses to advance employee engagement or partner on programs. | ||||||
| Member Experience | Y/N | 10 | Confirm that you will share biometric data with HENs. | ||||||
| Member Experience | Text | 11 | To what providers and/or facilities are high-risk participants referred? | ||||||
| Member Experience | Y/N | 12 | Do you have the capability to allow members to opt-out of submitting health risk assessment, biometric screening, physician-based screening (e.g. waiver)? | 0 | |||||
| Member Experience | Text | 13 | How is the participant directed to applicable resources following the health assessment, based on their individual health risk? Please specify the process for low-, moderate-, and high-risk individuals. Be clear in how you make personalized recommendations to programs beyond your portal, such as those described in Section II. | 0 | |||||
| Member Experience | Text | 14 | Explain how risks are reported to the participant and their PCP. | ||||||
| Member Experience | Y/N | 15 | Do you provide results for each biometric outcome? | ||||||
| Member Experience | Y/N | 16 | Do you provide an overall risk score? | ||||||
| Member Experience | Y/N | 17 | Do you show the results for prior years to demonstrate progress on the participant report? | ||||||
| Member Experience | Y/N | 18 | Do you provide an improvement goal? | ||||||
| Member Experience | Y/N | 19 | Does the report include an individual action plan with written recommendations? Does the portal support the results of a member’s action plan, i.e. does the member’s portal promote and recommend the same action plan/programs as the participant report/action plan? | ||||||
| Member Experience | Attachment | 20 | Provide sample of participant report, with prior years comparison if platform can support this. | ||||||
| Member Experience | Y/N | Y | 21 | If an action plan is provided, does it refer to employer-specific or other vendor programs and resources, i.e. DM programs, etc.? | 40 | ||||
| Member Experience | Y/N | 22 | Does the report provide references to incentives earned? | ||||||
| Member Experience | Y/N | 23 | Are reports provided online? | ||||||
| Member Experience | Y/N | 24 | Are online reports provided in an easy-to-print format, such as PDF? | ||||||
| Member Experience | Text | 25 | What is frequency and cadence of reports provided online? | ||||||
| Member Experience | Y/N | 26 | Are reports mailed to homes? | ||||||
| Member Experience | Text | 27 | Are reports provided to physicians? If so, how (mail, fax, etc.)? | ||||||
| Member Experience | Text | 28 | Describe the ideal participant experience, from beginning to end in a program year. | ||||||
| Member Experience | Text | 29 | Can you provide a participant health score with outcomes-based goals for improving their score? Please describe. | ||||||
| Member Experience | Attachment | 30 | 3 illustrative examples (low-risk, medium-risk, high-risk) with detailed descriptions of the participant experience. Include how you stratify risk, number of outreach interventions, educational support, and treatment plan support. | ||||||
| Member Experience | Attachment | 31 | Provide sample documentation that participant receives immediately following screening | ||||||
| Member Experience | Attachment | 32 | Provide sample participant report – with full results of HA and screening | ||||||
| Member Experience | Attachment | 33 | Please describe your helpline and chat features in order to improve participant engagement. | ||||||
| Member Experience | Text | 34 | Will Franklin County have access to review participant incentive status? If not, how will inquiries be handled? (maybe move under participant experience) | ||||||
| Member Experience | Text | 35 | Describe your approach, including process, timing, and data sharing, for the tobacco attestation and incentives application. |
9. Portal
| Franklin County Wellness RFP | Max Points | Priority Question Count | Question Count | Count of Scored Text Questions | Count of Scored Attachments | Count of Auto-Scored Questions w/ Weight | Count of Non-Weighted Questions | |
| Portal | 40 | 1 | 17 | 0 | 0 | 1 | 1 | 15 |
| Category/ Section Header | Question Type | Priority | Q# | Question | Question Options / Score | Max Score/ Weight | Scoring Instructions | Response | Explanation |
| Portal | Attachment | Y | 1 | The County needs to understand how your member portal (website and mobile app) and its decision support tools function. The County is requesting the following: | 40 | ||||
| 1) Worksheet: Complete the Member Portal worksheet provided with this RFP. | |||||||||
| 2) Recorded Demo: Provide a recorded demonstration that shows your solution’s ability to provide the functions identified on the attachment “Member Portal.xlsx” worksheet. Label the file “Member Portal Recorded Demo”. This can be a video file (i.e. mp3) or other easily accessible video format. Please include a wellness challenge demo as part of the recording. | |||||||||
| 3) Interactive URL: Provide a URL with login credentials (username and password) for no fewer than four individuals. At minimum, the interactive URL should allow the County to perform the functions identified on the Member Portal worksheet. | |||||||||
| Please provide for both your member website as well as your mobile app. | |||||||||
| Portal | Text | 3 | How do you customize the portal for each individual? If there is an additional cost, please note this in the Pricing Document. | ||||||
| Portal | Text | 4 | How frequently do you update the portal? | ||||||
| Portal | Text | 5 | Can you portal be customized for specific subgroups (Wellness Champions, by agency within the cooperative, etc.) | ||||||
| Portal | Text | 6 | Describe you registration process for your portal from a member perspective. | ||||||
| Portal | Y/N | 7 | Do you have the ability to link your portal for Single-Sign-O (SSO)?? | ||||||
| Portal | Y/N | 8 | Can the portal be set up for multiple roles, such as: full-time employee, spouse, part-time employee, etc., with differences in content based on eligibility rules for each group? | ||||||
| Portal | Y/N | 9 | Is your portal/platform mobile optimized? For example, can a participant complete their HA and sign up for screenings from a mobile device? | ||||||
| Portal | Y/N | 10 | In the case of an update, are you able to keep a portal live while the next iteration is being built in order to assure a smooth transition? | ||||||
| Portal | Y/N | 11 | Do you offer an app? | ||||||
| Portal | Text | 12 | Describe your password reset protocol. Please describe any flexibility and limitations you allow in password reset protocols. | ||||||
| Portal | Text | 13 | Explain the social features of your portal. Please include details of a community page if applicable. | ||||||
| Portal | Text | 14 | Do you have the ability to incorporate friends and family of participants on the portal using a limited access code. Please describe what type of information, rewards, challenges, etc. a non-employee or spouse would have access to. Also, please note on the Pricing Document any additional cost for offering this limited access as an option. | 0 | |||||
| Portal | Text | 15 | What languages can your member portal support? | ||||||
| Portal | Y/N | 16 | Are you able to create a forum or page for Wellness Champions which is only visible to Wellness Champions?. | ||||||
| Portal | Y/N | 17 | Does the County have the ability to view activity or must this be requested of the vendor. | ||||||
| Portal | Text | 18 | Please describe how your portal is able to support administration of financial incentives to a qualified HSA accounts. |
10. Programming
| Franklin County Wellness RFP | Max Points | Priority Question Count | Question Count | Count of Scored Text Questions | Count of Scored Attachments | Count of Auto-Scored Questions w/ Weight | Count of Non-Weighted Questions | |
| Programming | 0 | 0 | 22 | 0 | 0 | 0 | 0 | 22 |
| Category/ Section Header | Question Type | Priority | Q# | Question | Question Options / Score | Max Score/ Weight | Scoring Instructions | Response | Explanation |
| Programming | Text | 1 | Please describe your coaching approach, explaining and any recommended alternatives to coaching. | ||||||
| Programming | Attachment | 2 | Please complete the attachment “Coaching Services.xlsx” and indicate whether you offer coaching to specifically address the following health issues in your proposed services for the Cooperative. | ||||||
| Programming | Attachment | 3 | Please complete the attachment “Coaching Outcomes.xlsx”. Share the coaching outcomes for your book of business. If possible, clarify outcomes based on low-, moderate-, and high-risk participants. | ||||||
| Programming | Y/N | 4 | Can you set up a consistent outbound phone line so participants identify the caller as ThriveOn, your company, or something else branded? |
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