AttA_QuestionnaireAndOtherResponseItems.pdf

OEBB EAP RFP

OregonBuys Bid Number S-44300-00008777 Attachment A

ATTACHMENT A

QUESTIONNAIRE AND OTHER RESPONSE ITEMS

1 Introduction

1.1 This Attachment A not only provides the questionnaire items to which Proposers will be required to respond but also lays out how the other required Proposal responses are captured in Proposal Tech. For simplicity, this Attachment A lists all RFP attachments in order and describes how Proposers will be required to respond to them, if at all.

Attached Document(s): OebbEapRfp_MainRfpDoc_V2.pdf

2 EAP Questionnaire (Attachment A)

2.1 Access and Network Quality

2.1.1 Initial service engagement modalities - Indicate your primary engagement interfaces available.

No space for details provided.

Multi, Checkboxes.

1: Mobile application, 2: Mobile optimized website, 3: Website, 4: Telephonic, 5: In person, 6: Text

2.1.2 Indicate the hours and days of operation for this solution and how it may vary by service (e.g., coaches, clinical staff, live chat, telephone, app etc.). Indicate if any services are available 24/7 and for those that are not, include time zone.

200 words.

2.1.3 What modalities are available for the intake process?

No space for details provided.

Multi, Checkboxes.

1: Mobile application, 2: Mobile optimized website, 3: Website, 4: Telephonic, 5: In person, 6: Text

2.1.4 Are members responsible for reaching out to a list of Network Providers given or are there alternative mechanisms for members to connect with care?

No space for details provided.

Attachment A

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No, explain: [ 200 words ]

2.1.5 When needed, do EAP program representatives routinely assist with scheduling outside the EAP? If so, provide an example of this.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.1.6 Do EAP program representatives standardly confirm network status with the behavioral health carrier when helping connect member to counseling?

No space for details provided.

Single, Radio group.

1: Yes, 2: No

2.1.7 Do EAP intake counselors standardly secure appointments on behalf of the member or is this service a buy up?

No space for details provided.

Single, Radio group.

1: Appointment scheduling and securing is included in the standard service, 2: Appointment scheduling and securing is a buy up, 3: Find appointment availability only

2.1.8 Do EAP intake counselors confirm Network Provider availability on behalf of members?

No space for details provided.

Single, Radio group.

1: Confirmation of appointment availability is included in the standard service, 2: Confirmation of appointment availability is a buy up, 3: Provide list of Network Providers only, no confirmation of appointment availability offered

2.1.9 Do you have online scheduling capabilities? If yes, please describe.

No space for details provided.

Single, Radio group.

1: Yes, describe: [ 200 words ] , 2: No

2.1.10 If yes, what types of counseling appointments can be scheduled online?

75 words.

2.1.11 If yes, include the percentage of the Network that provides dedicated appointment time for online scheduling.

No space for details provided.

Percent.

2.1.12 Which modalities do you offer EAP counseling in?

No space for details provided.

Multi, Checkboxes.

1: Telephonic, Attachment A

2: Video, 3: In Person, 4: Text, 5: Chat, 6: dCBT/cCBT/iCBT, 7: Blended cCBT(with above), 8: Onsite Counseling, 9: Other, explain: [ 10 words ]

2.1.13 How do you support children under the age of 18? Do you have any specialized third-party point solutions for those under the age of 18?

200 words.

2.1.14 What are the limitations on serving members aged 18 and below?

200 words.

2.1.15 How do you measure average wait time to appointment? Check all that apply.

No space for details provided.

Multi, Checkboxes.

1: First Available, 2: First Preferred, 3: Based on Member Feedback

2.1.16 What is the average wait time to an in-person counseling appointment?

10 words.

2.1.17 What is the average wait time to a virtual counseling appointment?

10 words.

2.1.18 Can members request authorization to see a counselor online (without calling and speaking with a EAP representative)?

No space for details provided.

Single, Radio group.

1: Yes, 2: No

2.1.19 Prevalence of Appointments out of 1,000 individuals (%) in 2022 in the U.S.:

No space for details provided.

Response In-person Percent.

Video Percent.

Telephonic Percent.

Text Percent.

Other 20 words.

Nothing required

2.1.20 What was your book of business utilization for the following services in 2022 in the US?

Attachment A

Response Coaching Services 50 words.

Counseling Services 50 words.

All Services (Coaching, counseling, Work/life) 50 words.

2.1.21 Provide your member to clinician ratio for staff/W-2 providers or expected case loads for staff clinicians.

100 words.

2.1.22 Describe the credentialing processes and procedures for all licensed clinicians on staff and in your provider Network.

200 words.

2.1.23 What level of professional liability malpractice insurance coverage do you require for your staff and providers in your Network?

75 words.

2.1.24 Describe how you manage and track Network Provider availability to know whether a Network Provider is accepting new patients (process and frequency).

100 words.

2.1.25 How do you measure and track the capacity of your Network Providers?

100 words.

2.1.26 Describe the process for updating the Network Provider directory. How often are updates to the directory completed?

100 words.

2.1.27 Are you able to identify clinical specialties and demographic of your Network Providers to help support a better patient-provider match?

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 100 words ] , 2: No

2.1.28 Are members able to identify clinical specialties and demographics of your Network Providers to self-select a Network Provider when scheduling online?

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 100 words ] , 2: No

2.1.29 Describe how tele-mental health services are delivered (in-app or external program) including the Network you are utilizing (e.g., entire Network, rental Network, subcontracted services, partial Network, etc.)

200 words.

2.1.30 Describe the process for assuring clinical practice guidelines and evidence-based treatments are properly applied by your BH Network Provider. Please also describe how you use them internally to monitor your clinical staff.

Attachment A

100 words.

2.1.31 Describe how you ensure your Network Providers are practicing trauma-informed care.

200 words.

2.1.32 Describe how your organization measures and tracks treatment effectiveness for your Network Providers.

200 words.

2.1.33 Indicate if you offer incentives (financial and non-financial) to Network Providers who meet certain quality criteria. Check all that apply:

No space for details provided.

Multi, Checkboxes.

1: Financial, 2: Non-financial, 3: Not applicable

2.1.34 Describe your Network Provider recruitment and retention strategy, speaking specifically to Oregon.

What differentiates your organization in recruitment and retention from others?

200 words.

2.1.35 Describe unique criteria/interviewing considerations that are part of your Network Providers vetting process.

200 words.

2.1.36 Using the census provided, please complete the tables below with the results of a geoaccess analysis.

Upload the detailed geoaccess results to Proposal Tech using the following naming convention - <Proposer Name>_<Date>_Question2.1.36.

In-Person Standards URBAN SUBURBAN RURAL

CHILD PSYCHOLOGISTS &

MASTERS LEVEL CLINICIANS

Minors 12 and Under

2 within 10 miles 2 within 20 miles 2 within 45 miles

ADOLESCENT

PSYCHOLOGISTS & MASTERS

LEVEL CLINICIANS

Minors 13- 17 Years Old

2 within 10 miles 2 within 20 miles 2 within 45 miles

ADULT PSYCHOLOGISTS &

MASTERS LEVEL CLINICIANS

Adults 18 and Older

2 within 10 miles 2 within 20 miles 2 within 45 miles

Percentage of Employees that have in-person access according to (3) standards URBAN SUBURBAN RURAL CHILD PSYCHOLOGISTS & MASTERS LEVEL CLINICIANS Percent. Percent. Percent.

ADOLESCENT PSYCHOLOGISTS & MASTERS LEVEL CLINICIANS Percent. Percent. Percent.

ADULT PSYCHOLOGISTS & MASTERS LEVEL CLINICIANS Percent. Percent. Percent.

2.1.37 Submit number of virtual provider count by state:

Virtual

Attachment A

CHILD PSYCHOLOGISTS & MASTERS LEVEL

CLINICIANS

Minors 12 and Under

Per state, provide number of providers licensed in the state with capabilities to provide virtual counseling.

ADOLESCENT PSYCHOLOGISTS & MASTERS

LEVEL CLINICIANS

Minors 13-17 Years Old

Per state, provide number of providers licensed in the state with capabilities to provide virtual counseling.

ADULT PSYCHOLOGISTS & MASTERS LEVEL

CLINICIANS

Adults 18 and Older

Per state, provide number of providers licensed in the state with capabilities to provide virtual counseling.

List virtual provider count by state Child Provider Count Adolescent Provider Count Adult Provider Count OR Integer. Integer. Integer.

ID Integer. Integer. Integer.

WA Integer. Integer. Integer.

CA Integer. Integer. Integer.

AK Integer. Integer. Integer.

AL Integer. Integer. Integer.

AR Integer. Integer. Integer.

AZ Integer. Integer. Integer.

CO Integer. Integer. Integer.

CT Integer. Integer. Integer.

DC Integer. Integer. Integer.

DE Integer. Integer. Integer.

FL Integer. Integer. Integer.

GA Integer. Integer. Integer.

HI Integer. Integer. Integer.

IA Integer. Integer. Integer.

IL Integer. Integer. Integer.

IN Integer. Integer. Integer.

KS Integer. Integer. Integer.

KY Integer. Integer. Integer.

LA Integer. Integer. Integer.

MA Integer. Integer. Integer.

MD Integer. Integer. Integer.

ME Integer. Integer. Integer.

MI Integer. Integer. Integer.

MN Integer. Integer. Integer.

MO Integer. Integer. Integer.

Attachment A

MS Integer. Integer. Integer.

MT Integer. Integer. Integer.

NC Integer. Integer. Integer.

ND Integer. Integer. Integer.

NE Integer. Integer. Integer.

NH Integer. Integer. Integer.

NJ Integer. Integer. Integer.

NM Integer. Integer. Integer.

NV Integer. Integer. Integer.

NY Integer. Integer. Integer.

OH Integer. Integer. Integer.

OK Integer. Integer. Integer.

PA Integer. Integer. Integer.

RI Integer. Integer. Integer.

SC Integer. Integer. Integer.

SD Integer. Integer. Integer.

TN Integer. Integer. Integer.

TX Integer. Integer. Integer.

UT Integer. Integer. Integer.

VA Integer. Integer. Integer.

VT Integer. Integer. Integer.

WI Integer. Integer. Integer.

WV Integer. Integer. Integer.

WY Integer. Integer. Integer.

2.1.38 Describe three specific strategies you use to address Network gaps, especially in rural areas of Oregon, in which there are provider shortages, both by specific regions and provider types.

200 words.

2.2 Clinical Process, Outcomes and Effectiveness

2.2.1 If this solution utilizes physicians and clinical team members (non-physicians, such as nurses and / or behavioral health clinicians), confirm if they are employed by your company or outsourced to a third party.

Check all that apply:

No space for details provided.

Multi, Checkboxes.

1: Physicians and clinical team members are employed within this company, 2: Physicians and clinical team members are outsourced to a third party, 3: Does not employ physicians and clinical team members

Attachment A

2.2.2 Describe the number and qualifications, roles and functions of the physicians, clinical team members (non-physicians, or behavioral health clinicians) and non-clinical team members.

200 words.

2.2.3 Describe the clinical criteria, protocols, care pathways, assessment tools, and / or evidenced-based clinical guidelines used in this solution.

200 words.

2.2.4 Do you have a clinical app? If so, please provide details on what services and programming are available, including efficacy of approach. Please indicate if this is separate from app/website used to access services.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.2.5 Has your solution been validated for clinical efficacy in a randomized control trial? If yes, please describe.

No space for details provided.

Single, Radio group.

1: Yes, describe: [ 200 words ] , 2: No

2.2.6 Describe how you use clinical data to tailor the member's care pathway and experience.

200 words.

2.2.7 Describe the inclusion and exclusion criteria for this solution (e.g., when would a member be directly referred to the medical plan for BH services). Include what the member's experience is like if they are determined to not be a good candidate for the program and need to connect with behavioral health services through the medical plan.

200 words.

2.2.8 How is a member connected to their Behavioral Health plan after their EAP sessions are exhausted?

200 words.

2.2.9 Describe the integration of physical health and mental health conditions into the assessing, planning, and interventions.

200 words.

2.2.10 Describe the process for detecting, addressing and following up with potential quality of care / member safety issues (e.g., self-harm or potential to harm others).

200 words.

2.2.11 Describe the processes and procedures for overseeing non-clinicians and coaches. Include specifics for scenarios where there are escalated issues with members (e.g., self-harm or potential to harm others).

200 words.

2.2.12 Describe the tools and resources used by your staff to facilitate member interactions from point of entry to case closure.

Attachment A

2.2.13 How do you identify the members' highest need, if multiple needs are present?

200 words.

2.2.14 Describe if and when there would be outreach and/or regular connections with the member's other treating provider(s).

100 words.

2.2.15 Describe if and how you coordinate with members enrolled in case management through their medical carrier.

200 words.

2.2.16 Describe the quality assurance and quality improvement processes for this program.

200 words.

2.2.17 If you offer behavioral assessment tool(s) as part of this solution, list all the engagement modalities in which it is provided. Check all that apply:

No space for details provided.

Multi, Checkboxes.

1: Mobile Application, 2: Mobile Optimized Website, 3: Website, 4: Telephonic, 5: In person, 6: Text, 7: Not applicable

2.2.18 Describe your process for reporting potential quality of care issues with intake staff or counselors, if one exists.

200 words.

2.2.19 Is the person answering the phone during initial contact when a member calls in a licensed clinician?

No space for details provided.

Single, Radio group.

1: Yes, 2: No

2.2.20 Clarify the training and credentials of the person handling member's initial point of contact with calling the EAP.

100 words.

2.2.21 How are emergencies and cases requiring crisis intervention handled?

200 words.

2.2.22 Are emergency calls always handled by an actual staff participant (e.g., 24-hour on-site availability)? If yes, is back up support provided by a vendor partner?

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

Attachment A

2.2.23 What special training do intake staff and counselors receive with regard to crisis intervention and emergency assistance?

200 words.

2.2.24 What procedures do you have in place to monitor a patient's status following the crisis?

100 words.

2.2.25 Is there a formal process in place?

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.2.26 Please describe any customized or enhanced case management models you have built for clients, for example a client with possible Substance Use Disorder (SUD) needs that were discovered during intake assessment.

200 words.

2.2.27 Do members receive any outreach from intake counselor after a referral is provided to ensure connection and fit of Network Providers? Detail the modalities and frequency of this outreach.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.2.28 Describe your case closure process.

100 words.

2.2.29 Does your organization utilize a validated clinical instrument to measure the behavioral impact of services on individuals? If yes, identify the validated clinical instrument(s) used to measure behavioral impact of services on individuals.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.2.30 Describe the clinical evidence for effectiveness of your solution for adjusting behaviors, behavioral health symptoms and/or diagnoses.

100 words.

2.2.31 Provide the cadence that reporting will be provided to the client and outline what clinically validated metrics are measured and provided in the reporting?

200 words.

2.2.32 Confirm if your solution provides a Return on Investment (ROI). If so, describe your methodology for

ROI.

Attachment A

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.2.33 Provide average ROI statistics for the last five years. If measured separately, also provide Value on Investment (VOI) measures over the same five-year period.

No space for details provided.

Response VOI measures, if measured separately 2019 75 words. 75 words.

Nothing required

2020 75 words. 75 words.

Nothing required

2021 75 words. 75 words.

Nothing required

2022 75 words. 75 words.

Nothing required

2023 75 words. 75 words.

Nothing required

2.2.34 Share links to open articles should your cost savings be proven by a third party.

100 words.

2.2.35 How do you provide reporting to the employer on ROI/VOI? How often is reporting provided? If available, please upload a sample report to Proposal Tech using the following naming convention - <Proposer Name>_<Date>_Question2.2.35.

100 words.

2.2.36 Provide member engagement and satisfaction results. Specify time period and size group results are based on.

100 words.

2.2.37 Provide alternative metric to measure member satisfaction.

100 words.

2.2.38 List up to 3 metrics this solution has the ability to affect most for an employer or employee. Describe the metric average before the solution is implemented and the impact after.

200 words.

2.2.39 Describe the reporting metrics for member experience, activation, and / or engagement.

100 words.

2.2.40 For the question above, describe how your organization defines “engagement” 100 words.

2.2.41 Confirm your organization's agreement to allow a third party to perform a clinical assessment of your program and services on behalf of a client.

• Clinical assessments typically include:

Attachment A

• Review of policies and procedures governing clinical interactions with members

• Redacted case reviews of select member experiences with your program, and associated text or telephone conversations supporting member needs

• Process work flows and escalation protocols

• Detailed information on staffing credentials and ongoing training efforts

• Quality assurance measures to support the integrity of your offering

• Network development and management standards

• Process to monitor Network capacity

No space for details provided.

Single, Radio group.

1: Yes,

2.3 Member Experience and Programming

2.3.1 Describe the required qualifications (e.g., education, experience, certifications) of employees who will be client and user facing (e.g., coaching staff and account management), if applicable.

200 words.

2.3.2 What is the process for extended family and/or household members to register/enroll?

200 words.

2.3.3 Indicate the age threshold for engagement with services and describe how members who are below the age of 18 are able to engage with:

No space for details provided.

Age Threshold Response Digital platform 10 words. 100 words.

Digital self-care programs 10 words. 100 words.

Coaching services(virtual and in-person) 10 words. 100 words.

Counseling services (virtual and in-person) 10 words. 100 words.

2.3.4 Describe the user experience journey(s) in your program, including identification, initial outreach/engagement, ongoing engagement, and case closure.

200 words.

2.3.5 Please provide your call center location.

75 words.

2.3.6 Describe the size, turnover rate for 2022, level of education and experience of the staff who provide intake services and answer the phone.

100 words.

2.3.7 Describe the initial call/intake assessment quality assurance process, including how interactions are monitored and audited and how callers are informed they are being recorded.

Attachment A

2.3.8 If the portal is not developed on a mobile-first basis, provide a description of the difference between the mobile vs. web portal experience and provide screenshots of parallel experiences on each interface (if preferred). Please upload the screenshots to Proposal Tech using the following naming convention - <Proposer Name>_<Date>_Question2.3.8<A-Z>.

100 words.

2.3.9 Describe your best practice for driving sustained engagement and utilization of your solution.

200 words.

2.3.10 Explain how you approach driving utilization for short-term counseling and meeting the member's needs.

100 words.

2.3.11 How do you plan to keep up with increasing demand for behavioral health services?

200 words.

2.3.12 Describe any innovative web-based tools that you offer to provide navigation assistance. Include how you make the experience as simple as possible for the member.

200 words.

2.3.13 Describe how you connect members to care. Identify how this is different based on level of need.

Include information on telephonic and digital intake, assessment, authorization for care, and support provided related to confirming Network Providers availability and connecting members with the most appropriate resource.

200 words.

2.3.14 How do you support members in making an appointment, above and beyond the traditional model of giving Network Providers names to employees?

100 words.

2.3.15 Please provide data on the satisfaction/helpfulness, ratings, etc. of your EAP intake staff.

100 words.

2.3.16 If you have any existing vendor partnerships that complement your solution, please list those partnerships, how they complement your solution and how long they have been in place.

500 words.

2.3.17 Describe the lifestyle coaching provided as part of this solution.

200 words.

2.3.18 List all of the engagement modalities for the lifestyle coaching provided as part of this solution. Check all that apply:

No space for details provided.

Multi, Checkboxes.

1: Mobile Application, 2: Mobile Optimized Website, 3: Website, 4: Telephonic, Attachment A

5: In person, 6: Text

2.3.19 Describe any condition coaching available as part of this solution.

200 words.

2.3.20 List all the engagement modalities which condition coaching is provided. Check all that apply:

No space for details provided.

Multi, Checkboxes.

1: Mobile Application, 2: Mobile Optimized Website, 3: Website, 4: Telephonic, 5: In person, 6: Text

2.3.21 Confirm if this solution includes self-guided training modules. If yes, please describe the training modules.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.3.22 Are there interactions with coaches or clinicians throughout the self-guided modules? If yes, please describe.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 100 words ] , 2: No

2.3.23 Describe the program offerings included to support resiliency, mindfulness, mood, and emotional health.

200 words.

2.3.24 Does your solution offer a digital Cognitive Behavioral Therapy (dCBT) program? If so, please describe.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.3.25 Which modalities do you offer work/life consultations in?

No space for details provided.

Multi, Checkboxes.

1: Telephonic, 2: Video, 3: In Person, 4: Text, 5: Chat, 6: Other, describe: [ 10 words ]

2.3.26 Do you offer peer-based support and/or community groups within your offering?

Attachment A

No space for details provided.

Single, Radio group.

1: Yes, 2: No

2.3.27 Describe the structure, oversight, and specific populations served of peer program, if applicable.

200 words.

2.3.28 Describe the peer program modalities offered, indicating if live sessions are included, cadence of these sessions and if any additional fees apply.

100 words.

2.3.29 Describe your experience with and the services and support that you provide for the treatment of children diagnosed with an Autism Spectrum Disorder (ASD).

200 words.

2.3.30 Describe specifically any advocacy and benefit coordination provided to members with children diagnosed with ASD and provide an example.

200 words.

2.3.31 Indicate how you support the child and the caregivers.

200 words.

2.3.32 Are the work/life services outsourced? If yes, please list the subcontractors.

No space for details provided.

Single, Radio group.

1: Yes, list subcontractors: [ 200 words ] , 2: No

2.3.33 Describe work/life services that are available? How have the services offered changed in the last three years? Are there any planned changes in the next year?

200 words.

2.3.34 Are work/life services supported by individuals other than those who answer calls? If yes, please identify staffing size, experience profile of these individuals.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.3.35 Describe the financial services programs and tools offered through your organization included in this proposal.

200 words.

2.3.36 Describe the legal services programs and tools offered through your organization included in this proposal.

Attachment A

2.3.37 Describe any work/life or concierge services that your organization offers and has not been identified in previous questions.

200 words.

2.3.38 If you have a SUDs specific buy up option; list the additional resources and services received above your general offering.

200 words.

2.3.39 Describe your roadmap for future solution developments over the next 3-5 years.

200 words.

2.3.40 Describe the solution developments that are expected to be available in the next 6 months.

200 words.

2.3.41 Describe what differentiates this solution from competitors, including ways it is innovative.

2.4 Equity and Inclusion

2.4.1 Equity and Inclusion

2.4.1.1 Available languages. Select the languages available for this solution.

No space for details provided.

Multi, Checkboxes.

1: English, 2: French, 3: French Canadian, 4: Spanish, 5: Arabic, 6: Mandarin, 7: Russian, 8: Portuguese, 9: German, 10: Cantonese, 11: Other, explain: [ 50 words ]

2.4.1.2 If your solution is available in a variety of languages, please describe the language translation method and if it is available for all services offered by the solution or only specific parts/services.

200 words.

2.4.1.3 Is there a Spanish language version of your member website?

No space for details provided.

Single, Radio group.

1: Yes,

2.4.1.4 Describe the language translation services available for communication collateral.

Attachment A

100 words.

2.4.1.5 Diversity and Inclusion (D&I) Supplier Certification. Is this solution provided by a company that qualifies for any of the following certifications?

No space for details provided.

Multi, Checkboxes.

1: Disability Owned Business Enterprise (DOBE), 2: LGBT Owned Business Enterprise (Certified LGBTBE), 3: Minority Owned Business Enterprise (MBE), 4: Veteran Owned Business Enterprise (VOBE), 5: Women Owned Business Enterprise (WBE), 6: None of the above

2.4.1.6 Describe your diversity and inclusion strategy. Include information on how you demonstrate, create and sustain racial and ethnic diversity internally at your company and within how this solution is delivered.

Include the makeup of your board of directors and executive committees. Consider including information on external recognitions and diversity within your supply base.

200 words.

2.4.1.7 Select the accommodations this solution has to support inclusiveness. For each accommodation selected, describe the accommodation offered in more detail, specifying exactly how the accommodation is offered.

No space for details provided.

Multi, Checkboxes.

1: Limited Sight / Blindness, describe: [ 100 words ] , 2: Learning Disabilities, describe: [ 100 words ] , 3: Limited Mobility, describe: [ 100 words ] , 4: Deaf / Hard of Hearing, describe: [ 100 words ] , 5: Limited English Proficiency, describe: [ 100 words ] , 6: None

2.4.1.8 Indicate if your website is Web Content Accessibility Guidelines (WCAG) 2.1 compliant.

No space for details provided.

Single, Radio group.

1: Yes, 2: No

2.4.1.9 Indicate what grade level your member facing communication, web and other content is written in.

100 words.

2.4.1.10 Are there any exclusions related to gender non-binary individuals, domestic partnerships, or same gender couples?

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 100 words ] , 2: No

2.4.1.11 Describe strategies to address inclusiveness (e.g., cultural and linguistically appropriate services, services for the neurodiverse, etc.).

Attachment A

2.4.1.12 Include if members have the option to select providers AND coaches by race, ethnicity, gender orientation, and/or sexual orientation.

No space for details provided.

Multi, Checkboxes.

1: Race, 2: Ethnicity, 3: Language, 4: Gender Orientation (4 or more options), 5: Sexual Orientation

2.4.1.13 Building on the above, how do you address intersectionality (understanding how issues like sexism, racism, classism and more can overlap and affect people in multiple ways)?

200 words.

2.4.1.14 Describe the reporting available to clients to identify health disparities and measure health equity by Race, Ethnicity, Language and Demographics (REALD) / Sexual Orientation and Gender Identity (SOGI).

200 words.

2.4.1.15 Describe the programs, practices, education, services, and/or resources that are offered for the following under-served populations: Black, Indigenous, and People of Color (BIPOC).

100 words.

2.4.1.16 Describe the programs, practices, education, services, and/or resources that are offered for the following under-served populations: People with Disabilities.

100 words.

2.4.1.17 Describe the programs, practices, education, services, and/or resources that are offered for the following under-served populations: Veterans.

100 words.

2.4.1.18 Describe the programs, practices, education, services, and/or resources that are offered for the following under-served populations: Refugees & Immigrants.

100 words.

2.4.1.19 Describe the programs, practices, education, services, and/or resources that are offered for the following under-served populations: Lesbian, Gay, Bisexual, Transgender, Queer, Intersex, Asexual +

(LGBTQIA+).

100 words.

2.4.1.20 Describe the programs, practices, education, services, and/or resources that are offered for the following under-served populations: Women (including natal women, cisgender women, and transgender women).

100 words.

2.4.1.21 Describe the programs, practices, education, services, and/or resources that are offered for the following under-served populations: multi-generational / aging.

100 words.

Attachment A

2.4.1.22 Describe the programs, practices, education, services, and/or resources that are offered for the following under-served populations: low socio-economic status.

100 words.

2.4.1.23 Describe the programs, practices, education, services, and/or resources that are offered for the following under-served populations: neurodiverse (Certain developmental disorders are normal variations in the brain. People who have these features also have certain strengths).

100 words.

2.4.1.24 Describe the specific support provided to law enforcement and first responders. Include programs, practices, education, services, and/or resources that are offered. Additionally describe any training specific to supporting CISD events involving law enforcement.

100 words.

2.4.1.25 Describe the programs, practices, education, services, and/or resources that are offered for members regarding foster care support and advocacy.

200 words.

2.4.1.26 Confirm if subcontractors with specialized skills (including working with first responders) are used. If so, for what services? How long have they been contracted?

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.4.1.27 Provide a description of the identified demographics (e.g., race, ethnicity, gender identity, sexual orientation, etc.) for health coaches and or clinicians that are part of your solution.

100 words.

2.4.1.28 How are the above Network Providers demographics collected and what % of the clinician and coach Network Providers have reported this information.

200 words.

2.4.1.29 Indicate the services offered to address social determinants of health (SDOH)? For each service indicated detail the exact service offered and detail the process for connecting member to the service.

No space for details provided.

Multi, Checkboxes.

1: Identification of social risks, such as predictive analytics, describe: [ 200 words ] , 2: Navigation to community-based organizations (CBOs), describe: [ 200 words ] , 3: On-going management of social risks/needs, describe: [ 200 words ] , 4: Confirmation on services received, describe: [ 200 words ] , 5: Other, describe: [ 100 words ] , 6: Not Applicable

2.4.1.30 Specify the actions your organization is taking to improve health equity for the members you serve.

200 words.

2.4.1.31 What outcomes have you achieved through your improvement initiatives related to health equity?

2.4.1.32 Describe your Diversity Equity and Inclusion (DEI) roadmap for covered members, e.g., what are your current and future initiatives for serving clients.

200 words.

2.4.1.33 Does this solution include a module that assists clients with execution and administration of DEI initiatives? If yes, please describe the DEI module.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 100 words ] , 2: No

2.4.1.34 Includes AI/machine learning. Confirm if this solution has an Artificial Intelligence (AI) and/or machine learning component. If yes, describe how this solution utilizes AI/machine learning (include how these are used on the front/user-end and on the back-end).

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.4.1.35 If yes, how are you identifying, tracking, and/or resolving potential biases introduced by AI/machine learning algorithms? Provide details.

100 words.

2.4.1.36 Describe how you identify and refer members for other benefit programs OEBB offers and community resources.

200 words.

2.4.1.37 Describe how your organization ensures diversity of providers within your Network.

100 words.

2.4.1.38 Describe how service gaps and insufficiencies of programs offered to meet the needs of individuals are monitored.

200 words.

2.4.1.39 Describe how the above service gaps and insufficiencies of programs offered are addressed and resolved.

200 words.

2.4.1.40 How do you measure the success of your health equity initiatives?

2.5 Account Management, Implementation and Vendor Key Facts

Attachment A

2.5.1 General Questions

2.5.1.1 Describe your approach to business continuity with your clients, in the event of a catastrophic event, major outage or pandemic that would prevent you from operating from your offices as normal for more than a day? Please add any attachments as necessary. Upload any attachments to Proposal Tech using the following naming convention - <Proposer Name>_<Date>_Question2.5.1.1<A-Z> 200 words.

2.5.1.2 Year Founded.

To the year.

2.5.1.3 Is Proposer's organization a subsidiary or affiliate of another entity? If yes, please answer the following questions:

No space for details provided.

Single, Pull-down list.

1: Yes, 2: No

2.5.1.4 Describe the corporate or entity structure and relationship, as well as the financial relationship between Proposer's organization and the parent company/entity or affiliate company/entity.

200 words.

2.5.1.5 Provide an organizational chart depicting the corporate/entity structure and relationship, as well as Proposer's organization's location within that corporate/entity structure. Upload attachments to Proposal Tech using the following naming convention - <Proposer Name>_<Date>_Question2.5.1.5<A-Z> No space for details provided.

Single, Pull-down list.

1: Attached, 2: Not provided

2.5.1.6 Provide Proposer's organizational history, including the number of years in existence, the number and location of office(s), the total number of employees and type of employees in the office(s), and the different lines of business in which Proposer's organization is involved.

No space for details provided.

Response Years in existence Decimal.

Number and location of office(s) 200 words.

Total number of employees Integer.

Type of employees in the office(s) 100 words.

Different lines of business in which Proposer’s organization is involved 100 words.

2.5.1.7 Please describe your organization's experience in providing the types of services (as described in Attachment C, Sample Professional Services Contract) to large and complex organizations, as well as public clients with a minimum of 100,000 insured lives.

2.5.1.8 How many clients do you provide these or similar services to in Oregon?

Attachment A

No space for details provided.

Integer.

2.5.1.9 Have you provided this or similar work to OEBB/PEBB in the past, either as a vendor or as a subcontractor to an existing vendor? If so, please generally describe the work you provided.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.5.1.10 Total corporate employees.

No space for details provided.

Integer.

2.5.1.11 Will your organization use subcontractors to provide any of the required Work described in Attachment C, Sample Professional Services Contract? If yes, describe in detail how you will manage subcontractor work, including how you oversee the subcontract, review and accept or reject work and deliverables, and pass appropriate costs to clients such as OEBB.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.5.1.12 Provide the names, titles, and contact information, including e-mail addresses and phone numbers, of the subcontractors described directly above.

200 words.

2.5.1.13 Is Critical Incident Response or 24/7 crisis line ever staffed by contractors? If so, please provide the names, titles, and contact information, including e-mail addresses and phone numbers, of the subcontractors.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 100 words ] , 2: No

2.5.1.14 Total number of individual contributing contractors.

No space for details provided.

Integer.

2.5.1.15 Detail any merger & acquisition activity.

200 words.

2.5.1.16 Complete the following table:

No space for details provided.

Response Annual corporate revenues (US$, FYE 2019) Dollars.

Annual corporate revenues (US$, FYE 2020) Dollars.

Annual corporate revenues (US$, FYE 2021) Dollars.

Attachment A

2.5.1.17 Please provide 3 references from current or former client firms for similar projects performed within the last 5 years. References from clients who worked with the Key Person and service team that Proposer intends to assign to OEBB would be especially helpful, but not required. References must be able to verify the quality of previous, related Work.

NOTE: OEBB may check to determine if the references provided support Proposer's ability to comply with the requirements of this RFP. OEBB may use references to obtain additional information, or verify any information needed. OEBB may contact any reference (submitted or not) to verify Proposer's qualifications.

In addition, OEBB will make three attempts to contact each of the references provided by Proposer. If these attempts are unsuccessful, the Proposer may receive a score of zero for that reference if references are scored.

200 words.

2.5.1.18 Confirm if you are willing to provide demo credentials of your web platform and indicate how to request this.

No space for details provided.

Single, Radio group.

1: Confirmed, explain: [ 100 words ] , 2: Not confirmed

2.5.1.19 What is your client retention percentage?

No space for details provided.

Percent.

2.5.1.20 Indicate number of clients that terminated services in the past 3 years.

No space for details provided.

Response 2020 Integer.

2021 Integer.

2022 Integer.

2.5.2 Account Management & Implementation

2.5.2.1 Account Management

2.5.2.1.1 Will employers receive a designated account manager? What percentage of their time will be dedicated to OEBB?

No space for details provided.

Single, Radio group.

1: Yes: [ Percent ] , 2: No

2.5.2.1.2 Please provide a resume(s) for individual(s) who Proposer will assign as its Key Person for the services provided to OEBB under any Contract that may result from this RFP. In addition, please describe the

Attachment A continuous education or other training requirements of Proposer's Key Person(s). The resume(s) submitted must evidence/describe the following information:

(a) Experience providing service on an account on a day-to-day basis;

(b) A list of other accounts for which the Key Person has been, or for which they are, responsible (or both);

(c) Experience managing competing priorities on an account; and,

(d) Experience working with public-sector clients.

Upload resumes to Proposal Tech using the following naming convention - <Proposer Name>_<Date>_Question2.5.2.1.2<A-Z>.

No space for details provided.

Single, Pull-down list.

1: Attached, 2: Not provided

2.5.2.1.3 Please provide a description of the responsibility, experience, and qualifications of the individual(s) other than the Key Person(s) who would compose the main service team, including any actuaries or consultants who will be providing Work under any resulting Contract.

200 words.

2.5.2.1.4 What will be the size and structure of the account management team proposed to support OEBB.

100 words.

2.5.2.1.5 What is the typical response time of account management team to OEBB contact?

100 words.

2.5.2.1.6 Provide specifics, including process in place, for complaint resolution related to OEBB account.

200 words.

2.5.2.1.7 Provide specifics and experience of the implementation team that will support OEBB.

100 words.

2.5.2.1.8 Confirm account management attendance at public and private meetings as requested by OEBB is included.

No space for details provided.

Single, Radio group.

1: Yes, 2: No

2.5.2.1.9 Confirm your organization is responsible for related costs for account management attendance at public and private meetings.

No space for details provided.

Single, Radio group.

1: Yes, 2: No

2.5.2.1.10 Confirm account management ability to draft and present various presentations at OEBB's request and that OEBB will be provided reasonable opportunity to review and comment on presentations in advance.

Single, Radio group.

Attachment A

1: Yes, 2: No

2.5.2.1.11 Describe the reporting provided to clients - what is measured, how clients and consultants can access it (self-service or otherwise), what frequency it is provided etc. Upload sample reports to Proposal Tech using the following naming convention - <Proposer Name>_<Date>_Question2.5.2.1.11<A-Z>.

200 words.

2.5.2.1.12 Indicate the fields available to be included as part of the reporting package. Please check all that apply:

No space for details provided.

Multi, Checkboxes.

1: Engagement (% of eligible) delineated by service type, 2: Average wait time to appointment, 3: Average length of engagement in program, 4: Validated assessment aggregate results, 5: Outcomes, 6: NPS/ Satisfaction, 7: Cross referrals made, 8: Other, describe: [ 50 words ]

2.5.2.1.13 Indicate if you are able to provide the above indicated reports by sub-groups including race, ethnicity, sexual orientation, gender identity and/or geographic areas. Please describe.

No space for details provided.

Single, Radio group.

1: Yes, describe: [ 200 words ] , 2: No

2.5.2.1.14 Will you provide a credit for custom reporting?

No space for details provided.

Single, Radio group.

1: Yes, 2: No

2.5.2.1.15 Provide details on cadence of on-going account management meetings.

100 words.

2.5.2.1.16 Describe how you would work with OEBB to anticipate future needs of their population.

200 words.

2.5.2.1.17 Every year, each entity has the ability to opt in or out of the EAP Benefit during the month of July, for the plan year starting October 1. For invoicing purposes, the entity determines which employee populations they will provide the EAP benefit coverage to (full-time, part-time, etc.) Each entity provides OEBB with a count of their covered employees prior to the plan year start and sometimes throughout the plan year.

This self-reported count is provided to the EAP vendor and forms the basis for the monthly Per Employee Per Month (PEPM)-based payment. OEBB makes a single monthly payment to the EAP vendor, based on the aggregate count of covered employees from each participating entity, and separately invoices each entity monthly.

Confirm if you can support the invoicing process described. Include in comments any proposed deviations OEBB should know about administering this invoice process.

Attachment A

Single, Radio group.

1: Confirm, explain: [ 100 words ] , 2: Not confirm, explain: [ 100 words ]

2.5.2.1.18 Confirm that if entities want to purchase additional Critical Incident Response (CIR) and/or specialized training hours beyond what is offered by OEBB, each entity can do so for a fixed hourly rate, as specified in your financial proposal.

No space for details provided.

Single, Radio group.

1: Confirm, explain: [ 100 words ] , 2: Not confirm, explain: [ 100 words ]

2.5.2.1.19 Confirm that the above mentioned additional CIR and/or training hours can be invoiced directly to the entity requesting the additional services.

No space for details provided.

Single, Radio group.

1: Confirm, 2: Not confirm

2.5.2.2 Implementation and Integration

2.5.2.2.1 Describe how your solution can utilize data to customize the member experience.

100 words.

2.5.2.2.2 Describe customization capabilities available to OEBB on your website and in regard to the member experience.

100 words.

2.5.2.2.3 Describe how you integrate with other parties (medical plan, long-term disability / short-term disability vendors, point solutions, employer) to ensure best member experience and quality outcomes.

200 words.

2.5.2.2.4 Confirm if this solution is able to integrate with an employer's navigator / hub and be offered as part of a continuum of services through a single-entry point.

No space for details provided.

Single, Radio group.

1: Yes, 2: No, 3: Not Applicable

2.5.2.2.5 List the data warehouses, if any, that you have an established integration with.

100 words.

2.5.2.2.6 Confirm if this solution has interoperability with any major carriers / employer partners (without exclusion), including Kaiser and Moda specifically. If yes, describe.

No space for details provided.

Single, Radio group.

1: Yes, describe: [ 100 words ] ,

2.5.2.2.7 Provide a narrative description of how you would handle implementation timeframe and process for an account of OEBB's size with multiple agencies, including what will be required from the client (e.g., agreements). If available, upload a detailed implementation project plan to Proposal Tech using the following naming convention - <Proposer Name>_<Date>_Question2.5.2.2.7.

200 words.

2.5.2.2.8 Provide details on communication collateral provided and communication support offered during implementation.

200 words.

2.5.2.2.9 Indicate whether communication support includes drafting and reviewing communications about EAP services.

No space for details provided.

Single, Radio group.

1: Yes, describe: [ 200 words ] , 2: No

2.5.2.2.10 Describe Open Enrollment support provided, including manager EAP Benefit overview, communications and additional support included in the Per Employee Per Month (PEPM) proposal.

200 words.

2.5.2.2.11 Indicate whether there is additional information or resources OEBB would need to provide to Proposer's organization in order for Proposer, its Key Persons and service team to perform the Work described in Attachment C, Sample Professional Services Contract.

200 words.

2.5.2.2.12 Please also indicate whether OEBB has not identified any Work or resources that may be required to be performed by Proposer's organization but not identified in this RFP in order to accomplish the Work described in Attachment C, Sample Professional Services Contract.

200 words.

2.5.2.2.13 Does this solution require an eligibility file? if yes, confirm how frequently files are accepted. Check all that apply:

No space for details provided.

Multi, Checkboxes.

1: Yes, Daily, 2: Yes, Weekly, 3: Yes, Monthly, 4: Yes, Quarterly, 5: Yes, Annually, 6: Not Applicable

2.5.2.2.14 Confirm which internet browsers are currently supported. Check all that apply:

No space for details provided.

Multi, Checkboxes.

1: Internet Explorer, 2: Microsoft Edge, 3: Mozilla Firefox, 4: Google Chrome

Attachment A

2.5.2.2.15 Describe the user testing (if any) that is completed during implementation, and that is conducted on an ongoing basis.

100 words.

2.5.2.2.16 Can services through your program result in a claim to a health plan?

No space for details provided.

Single, Radio group.

1: Yes, 2: No

2.5.2.2.17 Do you currently integrate with any third-party provider of specialized behavioral health services? If yes, please describe.

No space for details provided.

Single, Radio group.

1: Yes, explain: [ 200 words ] , 2: No

2.5.2.2.18 Describe how you support individual members that are on short-term disability due to a behavioral health condition.

200 words.

2.5.2.2.19 Describe how you work with the member to support return-to-work.

2.6 Organizational Training and Support

2.6.1 Describe any communications support provided to OEBB (employer toolkits, fliers, microsites, etc.), included as standard and the capabilities for customization (logos, branding guidelines etc.) included. Include how you evaluate effectiveness of the communication program.

200 words.

2.6.2 Indicate the communication modalities that are supported for member promotions and/or for communications related to the solution (e.g., informing a member of the benefit and how to take action).

Check all that apply:

No space for details provided.

Multi, Checkboxes.

1: Print, 2: Push Notifications, 3: Text, 4: Email, 5: Other, describe: [ 10 words ]

2.6.3 Confirm if you are able to integrate and coordinate communications from OEBB's other third party vendors to ensure consistency and alignment between print and electronic content.

No space for details provided.

Single, Radio group.

1: Yes, Attachment A

2.6.4 Describe any training and / or support provided for wellness champions / Human Resource Business Partner's (HRBP's) at different OEBB entities.

200 words.

2.6.5 Will you provide a credit…