City of OKC - Clinic RFP Vendor Questionnaire DRAFT 3.12.25.xlsx

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Employee Medical Center Program
Solicitation number
RFP-OCMFA-043
Issued by
Oklahoma

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Sample Professional Services Agreement.pdf PDF
Sample RFP Acord Form.pdf PDF
Letter of Authorization.pdf PDF
General Instructions.pdf PDF
RFP Notice to Proposers Clinic.pdf PDF
Utilization JL.pdf PDF
RFP Special Provisions Clinic.pdf PDF

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Front Cover

Request for Proposal - Employee Medical Center Program

City of Oklahoma City

Prepared by:
Lockton Companies, LLC
2100 Ross Avenue, Suite 1200
Dallas, TX 75201
(214) 969-6100 phone
www.lockton.com

RFP Overview City of Oklahoma City RFP for Near-Site Clinic

OVERVIEW
City of Oklahoma City is performing an RFP for their current onsite clinic and pharmacy. The current clinic is run by Premise Health. The City of Oklahoma City has a self-funded medical and pharmacy plan which is administered by BCBSOK. The request is to quote services for on-site clinical and pharmacy services. The current clinic offers a limited amount of prescriptions onsite and mail order through a limited formulary.

Effective Date: 1/1/2026

Commission Level: Net of Commission

General Instructions
The RFP has the questions broken out between 3 tabs. Each question should be answered. If question is not applicable to your submission, please indicate "N/A".

The RFP has pricing broken out between 3 tabs. Each tab should be addressed and answered - do not simply reference your proposal documents. Each cell of the grid needs to be filled out. Please include all original pricing proposal documents to your RFP response.

Utilization Data has been provided for any analysis you may be including with your offer.

Company Information

Company Information
Company Name
Contact Name & Title
Address
City, State, Zip Code
Phone Number
Fax Number
Email Address
Federal Tax ID

References

Of these references, please include two municipalities. References should be based on the office that will be providing services to the CITY.
Current Client - Reference 1
Organization name:Contact and title:
Address:Phone number:
Effective date of contract:# of enrolled employees:
Description of services provided:
E-mail address:
Current Client - Reference 2
Organization name:Contact and title:
Address:Phone number:
Effective date of contract:# of enrolled employees:
Description of services provided:
E-mail address:
Current Client - Reference 3
Organization name:Contact and title:
Address:Phone number:
Effective date of contract:# of enrolled employees:
Description of services provided:
E-mail address:
Former Client - Reference 1
Organization name:Contact and title:
Address:Phone number:
Effective date of contract:# of enrolled employees:
Description of services provided:
E-mail address:

General Questions General Questionnaire

Company InformationNear-site Clinic Response
Please identify your company's ownership structure (sole proprietorship, general partnership, limited partnership, corporation, other)
If the company is a sole proprietorship please list the owner's full legal name, the name under which business is conducted (i.e. d/b/a), the address for the company, including the state and county in which your business is located.
If the company is a general partnership please list the exact name of the partnership, whether it is a partnership formed under the laws of the State of Oklahoma or another state, the business address for the partnership, including the state and county, and list of names of all of the partners for the partnership.
If the company is a limited partnership please list the exact name of the limited partnership, whether it is a limited partnership formed under the laws of the State of Oklahoma or another state, the business address for the limited partnership, including the state and county, and list of names of all of the general partners for the partnership.
- In the case of a limited partnership (foreign of domestic), is it registered with Secretary of State

of the State of Oklahoma and authorized to do business in this State?

- In the case of a limited partnership (foreign of domestic), is its general partner(s) registered with Secretary of State of the State of Oklahoma and authorized to do business in this State?

If the company is a corporation please list the exact name of the corporation, whether it is a corporation formed under the laws of the State of Oklahoma or another state, the business address for the corporation, including the state and county, and list of names of all of the officers for the corporation.
- In the case of a corporation (foreign of domestic), is it registered with Secretary of State of the

State of Oklahoma and authorized to do business in this State?

If the company is a limited liability company ("LLC") please list the exact name of the LLC, whether it is a LLC formed under the laws of the State of Oklahoma or another state, the business address for the LLC, including the state and county, and list of names of all of the members/managers for the LLC.
- In the case of a LLC (foreign of domestic), is it registered with Secretary of State of the State of

Oklahoma and authorized to do business in this State?

If the company is another entity not listed above, please list the exact name and type of company, the state under which it is formed, the business address for the company, include the state and county, and list the names of all the persons authorized to act on the company's behalf.
- In the case of another entity (foreign of domestic), is it registered with Secretary of State of

the State of Oklahoma and authorized to do business in this State?

If selected as a finalist, confirm that you would be able produce a financial report (for example: a profit/loss statement, balance statements and/or equivalent earnings statements) as part of your presentation and best and final offer?
Confirm if your organization has filed for bankruptcy in the past 10 years.
Confirm if your organization has recapitalized in the past 10 years.
Confirm if your organization is up for sell.
Describe how your organization will support a transition in the event of contract termination?
Please state what records would belong to us upon contract termination. How would the records be transferred?
Data Sharing/Integration
Does your firm have any current data sharing/integration agreements with the current medical plan administrator BCBSOK?
Have you had any experience sharing and integrating data with other carriers/administrators?
Describe the necessary steps to integrate data with 3rd party vendors (e.g. agreements, testing)
What data elements does your firm normally provide to a customer's 3rd party vendors?
Are your data file feeds specifications customizable? Please include as a separate attachment of your standard data file layout.
Please describe your data warehouse and predictive modeling capabilities.
HIPAA Compliance & Security
Please describe your training process and procedures the handling of PHI.
Describe your system for the assurance of personal health data security.
Have your network security systems ever been breached? Describe.
How often are the business continuity and disaster recovery plans tested and reviewed?
Please provide an executive summary (suitable for sharing) from the most recent certification, compliance, or penetration security testing performed on the SaaS provider’s hosting infrastructure. The summary should include date of testing, name of 3rd testing party agency, high level narrative of testing was performed, and results summary.
Liability Insurance
Confirm you will maintain primary commercial general liability insurance with limits of not less than $5

million per occurrence combined single limit. (A combination of primary and excess liability coverage can be used to meet this requirement) Confirm you will maintain Medical Malpractice and Managed Care Errors and Omissions Insurance at limits of not less than $5 million per claim.

Confirm you will maintain Commercial Automobile Liability insurance with limits of not less than $5 million per occurrence combined single limit. Said policy should provide coverage for owned, hired and non-owned autos.
Confirm you will name client as an additional insured on both your primary and excess insurance policies.
Confirm your policies will be primary and non-contributory and also provide a waiver of subrogation on behalf of client.
Confirm you will maintain Worker's Compensation Insurance with at least minimum statutory limits of coverage within the state(s) of employment. Also, must maintain employer's liability insurance in an amount equal to or great than $1,000,000 each accident, Disease-Policy Limit and Disease-Each Employee.
Confirm at termination of the contractual relationship, you will purchase “tail” coverage for the

professional liability insurance protection associated with the period services were provided, to cover any future period claims.

Confirm you will provide prior written notice of at least 30 days to client of the cancellation or proposed cancellation of the insurance policy.
Confirm you will indemnify and hold harmless Client and its officers, directors, affiliates,

employees and agents, from and against any claims, liabilities, losses or expenses, including with out limitation reasonable attorneys’ fees, arising or resulting from the negligent performance of professional services or acts and omissions of the Provider.

Confirm if the Nurse Practitioner, Doctor or the Group that such medical personnel are affiliated with are “independent contractors”, separate from the Provider itself, then such Nurse Practitioner/Doctor/Group will also need to meet the requirements set forth above in items 1-6.

Please disclose any excess limits of insurance that you will carry above the amounts set out above.

Please disclose any suits or settlements that you have entered into during the last five (5) years. If any such information is subject to confidentiality or similar agreements, please provide as much information as possible (facts, subject of claims, etc.) without disclosing the confidential information.

Please provide a copy of your standard agreement for services and indicate any non-negotiable terms in the agreement.

Client Requirements
Please outline what requirements you have for the client from an IT/Telecommunications perspective (i.e.. Voicemail, toll free lines, etc.)
Please outline any supplies required to be provided by the client (i.e.. Soap, paper towels, etc.)
Please outline any furniture and space requirements to be provided by the client.
Note - the City owns the space that the clinic currently resides in. The new vendor would not be responsible for finding and securing a space.
Account Management
Who will be the day to day contact from your organization for the implementation process?
What is their background and experience?
Where is this person located?
Who will be the day to day contact from your organization for ongoing operation of the clinic?
What is their background and experience?
How many clients does this day to day contact currently work on?
Will they host monthly meetings to review the clinic performance, utilization and trends?
Will they be available at least once a year to come onsite for open enrollment meetings?
Recruiting, Credentialing, Background checks
How long on average does it take to recruit the clinic employees?
How does your company assess the credentialing of licensed employees for the clinic?
Is there a background check done on potential employees?
What specifically is reviewed during this process?
What is the employer's role in the recruiting process?
Who has the final authority on who is hired?
When does recruiting for clinic employees start?
Does your organization apply for in network status with the major carriers in the market? (Cigna, Blue Cross Blue Shield, UnitedHealthcare and Aetna)
Is the current clinic staff eligible to apply for the positions? If so, outline the process
Clinic Employee Orientation
How many hours of training are provided for each employee in the clinic?
Where does that training occur?
What ongoing training provided if any?
What is the frequency of the ongoing training?
Does the employer have the opportunity to provide any input into the training of clinic employees?
Employee Retention
Are clinic staff considered employees of your organization or are they considered contractors?
Are employees paid with a salary/hourly or are they paid based on the number of visits provided (fee for service)?
How are employees evaluated for performance? Please list categories of what is included.
How frequently are reviews completed?
How is coverage provided if a clinician is not able to attend the clinic during their scheduled shift?
If someone terminates, how do you ensure ongoing clinic operations while a new employee/clinician is hired?
If outside temporary staff are used in the above circumstances, how do you monitor quality and patient satisfaction of these providers?
How is the employer charged for temporary staff if a provider terminates or is absent for an extended time?
Do you have a non-compete for your providers?
Are you willing to guarantee no job is vacant with temporary fill for greater than 60 days?
What is the longest time period you have had a client job vacancy?
Business Continuity, Data Security, Risk, & Quality Management
Please describe your risk management plans and policies. Provide the last date that a Business Risk Assessment was completed, detail the high and medium risk factors and threats identified and describe your plans for remediating and/or mitigating each including timelines.
Describe any business continuity plans in place including disaster recovery planning. Indicate how often tests of the plan are conducted and characterize the success of the most recent test.
How will your organization handle information that includes personally identifiable information?
Has your company experienced a security breech? If so, when?
How have you or will you handle security breaches? Please describe in detail.
Please describe your security policies and procedures in relation to the clinic and technology.
Do you require your subcontractors to have security measures in place? If yes, please describe.
Has your organization earned any widely-recognized certifications for cybersecurity?
Describe security measures that you will employ onsite, including physical access controls, badging, and physical access monitoring.
Reporting Capabilities
Please provide examples of standard reports you provide to measure efficiency and effectiveness of the clinic.
Are you able to report on a monthly basis?
Program Measurement & Evaluation
Describe how you measure the efficacy of your programs. Include a description of the metrics used to gauge your compliance with your clients’ expectations. Please describe how this information is reported.
Leveraging the medical claims included with this Request for Proposal, please provide insight into the following performance metrics:
- Savings relative to more appropriate utilization management
- Savings relative to direct costs
- Savings relative to indirect costs
- Annual savings relative to total claims paid and medical trend
- Return on Investment
Please provide a description of the methodology and formula used to report outcomes in the following areas:
- Financial (i.e., ROI, savings, etc.)
- Clinical (i.e. clinical outcomes, etc.)
- Utilization (educational, coaching services, etc.)
- Member satisfaction
- Productivity impact
Lockton InfoLock Information
Will you provide Lockton a claims extract in their required format?
Is every procedure that happens in the clinic recorded with a valid CPT code?
Does the clinic collect SSNs. Will they share with Lockton?
Would the claims extract contain financials? Member copay, plan paid, allowed amount. If it includes plan paid, what does that number represent/how is it calculated?
If drugs are being provided in the clinic, can you provide the drug information by NDC code?
Can you provide days supply and metric quantity for drugs?
What information can you provide around coaching (dates, reasons for coaching, etc.)?
Can you provide a biometric file with lab results (i.e. height, weight, blood pressure, cholesterol, glucose, etc.)?
Do you provide NPI in your claims extract?
Do you send data to the medical carrier for integration?
Does data to the medical carrier include all procedures includes those that would not be paid in a typical medical care setting?
Performance Guarantees
What percent of total fees will you put at risk for implementation?
What percent of total fees will you put at-risk for client satisfaction?
What percent of total fees will you put at-risk for outcomes?
What percent of fees will you put at-risk for participant satisfaction?
Describe additional administrative and operational guarantees (e.g.) service guarantees that you will offer and the percent of fees which you will place at-risk.
Please provide the service and outcomes risk model for our review (if applicable)
Technology
Please describe your IT requirement for Network access, modem installation and other requirements to provide service access to the clinic. Who handles installation and what is the expected cost?
Please describe your requirements for computers, scanners, monitors and other IT equipment necessary to run the clinic. Who handles installation and what is the expected cost?
How often do you expect an upgrade to system components (computers etc.) and cost of upgrade?
Is there a monthly IT cost charged to Client?
What data security measures to you have in place and how will you indemnify the Company for data breaches where confidential medical information is obtained by a third party?
Telemedicine
Do you have a Telemedicine option for employees & dependents that are able to go to the clinic?
Are there any service limitations to telemedicine?
Who is your Telemedicine vendor? (if applicable)
Are patients able to use Telemedicine to connect with the clinic for a diagnosis?
Are you able to provide coaching for members not within the clinic area?
What security precautions are in place for telemedicine?
What your “scope of Practice” guidelines in the management of clinical care?

&P &"Garamond,Italic"2007 Lockton Companies, LLC

PCMH Questions

Patient Centered Medical Home Questionnaire
Technology:Response for Near-site Clinic
Technology: Please confirm your clinic management technology and electronic medical records can assist in the below compliance requirements and that licensing is for all users:
- Participant Demographics
- Scheduling
- Encounter data collection and flow
- Interface Capability: Radiology, Laboratory Reference Lab (with Take Care standard reference lab) and E-Prescribing
- Scanning & Upload Capability
- Insurance ID Card
- Participant History
- Laboratory-On Site
- Other onsite testing
- Real time Patient Management
- Referral Tracking
- Clinical Resources / Evidence Based Information
- Claims processing
- Co-pay collections
- A/R Management / Reporting
Additional Services available within your tool, that are not listed above
Overall Care:
How are appointments scheduled?
Is the appointment scheduling process available online?
Describe the availability of drugs at the clinic. Will there be a full range of acute and maintenance medications or a narrower formulary of available drugs? How do you ensure sufficient inventory at all times?
Describe how your firm could implement a mail order program for maintenance drugs (i.e., 90-day program).
Describe how you envision the clinic will reduce prescription drug expenditures for the client’s health plans.
Indicate the dollar volume of the initial inventory. Describe the process for inventory control, security, renewal and billing.
Are you affiliated with any major chain pharmacies?
Explain your notification process for triaging more complex patient situations that are beyond 'normal' primary care
Describe the physician's oversight of the clinic's functions.
Describe the primary care case management process.
Will you provide emergency response outside the clinic's space if something happens still on business property/grounds?
What procedures do you have in place if after hours care is necessary?
Do your clinicians have appropriate state licensing and certifications necessary to practice in the clinic? Is your medical staff certified to perform CPR and have they met state mandated criteria for providing clinical care i.e. TB exams etc.
What level of indemnification do you provide to our Company for malpractice and other charges against your Company and or your clinicians.
Communication Plan & Member Services:
Please provide a proposed communication plan for introducing the onsite healthcare and wellness program and reference the ongoing communication process. Outline your company’s responsibilities in these processes. Please include copies of your educational materials and timelines for distribution.
How can employees communicate with the clinic's medical team?
Will you utilize existing resources for the clinic?
Do you utilize an electronic medical record and if so which one?
Can you electronically transmit claims and check deductible status with client Health Plan Administrator, BCBSOK?
Can your website be linked with the Client website?
Can an employee access your company for Member Services after hours and for appointment scheduling?
Are you willing to use Client's own branding in your communication and program materials?
What is the implementation timeline from contract signature to clinic being open? How many weeks per clinic?
Identification of High Risk Individuals: (if there is an additional cost for any of these services, please specify)
Understanding that there are a variety of methodologies for implementing a high risk individual intervention process, please explain in detail the model that your organization would recommend. Explain the rationale behind your recommendation. Please keep in mind that this needs to be a confidential process following all HIPAA guidelines.
How would your company identify high-risk members (i.e. health risk assessment, member services calls, medical claims data, pharmacy claims data, etc.)?
Describe your procedures for communicating with patients who have a specific condition or disease.
- What conditions and diseases would qualify a member for your outreach communications?
Describe your procedures for communicating with patients who would benefit from wellness.
- What indicators would qualify a members for your wellness outreach communications?
Describe your process for encouraging at-risk members to make their follow-up visits.
Do you stratify members by severity of risk for complication?
What level of participation can we expect in years one, two and three of this program?
Describe how your organization will set and reach participation and engagement goals?
- How do you define participation?
- How do you define engagement?
Explain your participation experience when incentives are used compared to when they are not used.
Describe your capabilities for providing on-site finger stick biometric testing.
Please describe your plan to involve new employees in the HRA process.
Please describe your capabilities to update an individual’s HRA record and/or risk profile while conducting follow-up calls.
How does your HRA monitor and report individual change from year to year?
What are the specific risk factors you measure for and what are the qualifying metrics?
What Health Risk Assessment (HRA) tool do you use if any? Do you have a partnership with a third party to conduct HRAs. If a third party is used for an HRA do you have data agreements and security measures in place.
Do you provide blood testing to identify risks? Finger stick or blood draw? How do you have blood testing (draw) analyzed? Do you work with a partnership vendor for these services?
What incentives do you provide/recommend in order to get employees to participate in health screenings?
Intervention:
For each of the following services, indicate whether the service is available today, is in development, or could be considered for development. If such service is available, please describe your capabilities:
- Quality assurance and quality improvement programs.
- Engaging the targeted individual.
- Improving participation and reaching members who have not visited the clinic.
- If a member has risk factors but fails to make their follow-up visit(s) how do you engage?
- Support materials used with the intervention.
- Documenting and tracking of each member visit.
- Documenting and tracking the members enrolled or eligible for wellness

and/or disease management.

- Please provide sample copies of the records used for tracking.
- Provide samples of any management reports on intervention activity.
- How do you link to on-site or community programs (Employee Assistance Program, Fitness Center, etc.)?
- Ensuring confidentiality of member information.
- How do you coordinate with off-site specialists involved in the treatment of a member?
Measurement Tools & Results:
Provide a copy of your quality assurance program. This should include standards and measurement criteria for onsite healthcare activities, costs, outcomes, disease management, member services, member intervention, and educational materials.
How would you propose measuring the outcomes and success of the overall program?
Describe your standard management reports. Describe your custom reporting capabilities and the associated costs. Please provide a recommendation and examples of reports that you would provide Client.
Provide examples of the following:
- Onsite clinic activity report
- Member participation
- Member intervention
- Financial summary/savings report
- Are management reports available online?
Is there an additional cost for any of this reporting?
Describe how your Plan specifically evaluates the effectiveness of primary care case management. Include any results of the evaluation as an attachment.
Provide all clinical indicators used to track the success of the program and the results, if any, by year since inception of the program. Please include the following:
- Program Outcomes
- Utilization Measures (list measures)
- Member Satisfaction
- Changes in the Cost of Care
- Productivity (list indicators)
- Absenteeism (list indicators)
- Disability (list indicators)
Describe specifically how records for individuals with both personal health and job injury clinic experience will be managed assuming services provided are only for non-occupational situations.
Appointment Scheduling:
What is your preferred method for employees to make clinic appointments?
Is an electronic web based appointment system included in the price of your services?
How do you know if employees would like to be seen and are unable to schedule an appointment?
Does your scheduling system allow for same day appointments?
How many routine appointments do you offer and how many same day appointments do you offer?
How far in the future can employees schedule appointments?
How many appointments per day are allocated for preventive care visits, primary care visits and same day episodic visits? (break out for each category)
How many minutes are allocated for preventive care visits, primary care visits and same day episodic visits?
If you have a separate provider for coaching and DM, how are those appointments made?
How many appointments do your clinicians typically see per day?
If selected as a finalist, be prepared to provide a demo of your scheduling module.
Electronic Medical Record:
Do you have an electronic medical record (EMR)?
Was the EMR purchased/contracted from an outside developer or did your organization develop it?
Is maintenance and EMR updating done by employees of your company or by a contracted organization?
Can historical medical and pharmacy claims be loaded into the EMR?
Does the EMR connect with other systems used in conjunction with the onsite clinic (i.e. wellness platform)?
Can EMR data be sent to a third party (i.e. biometric data)?
How do employees get access to view their medical record?
Who owns the medical information connected with the operation of the clinic? What procedures are in place to provide this information to another party, if any, should your agreement with the Company be terminated?

- If our partnership is terminated what provisions do you have to transport/transfer records? Formatting ? Cost?

- What procedures do you have if an employee wishes to have a copy of their medical record?

- What format does your EMR require in order to transfer information into your system? Compatibility with other systems such as EPIC? Cost?

Medical Oversight:
Who provides medical oversight of the clinic?
Is this individual an employee of your organization?
How do you assess the qualifications of the person that will provide medical oversight?
Describe your process for medical oversight of the clinical providers in the clinic.
How many hours/week does this individual spend in clinical oversight?
How does the employer interact with the person providing medical oversight for the clinic?
How do clinic personnel interact with the person providing medical oversight?
What is the role of your Medical Director?
What indemnification do you provide for malpractice?
Outline the process for allowing the current staff to interview/be hired for the clinic.
If selected, would you be able to commit to retain current staff at current/competitive compensation levels?
Quality Monitoring:
Who monitors the quality of your clinical staff?
Describe the quality control process?
What is the frequency of quality review?
Does your EMR provide clinical evidence based guidelines for the provider?
If yes, what guidelines do you use? Are they proprietary or do you use another established protocol?
How do you know if clinicians are following the electronic clinical guidelines?
What happens if anything when a clinician does not follow the clinical guidelines?
How do you report clinical quality to the employer? Please provide a sample of the report.
Outline your process for how your onsite clinic would dispense prescriptions.
Interaction with Community Physicians:
If an employee has a primary care provider outside of the clinic, how will clinic providers (coaches, DM, physician, RN) communicate and coordinate care for the employee?
Do you have an electronic mechanism to communicate with community providers? Do you share the EMR data with the provider?
If a referral is made to a physician specialist in the community, do you have a process for following this care? If so, please share this process.
How do you identify what specialist in the community to use when a clinic patient needs to see a specialist?
Do you utilize any cost or quality tools to develop community referrals?
Is this referral documented in the EMR?
Do you have a way to track if an employee follows through on a referral?
What can you report on a regular basis about these referrals?
Preventive Care/Immunizations:
Please list all standard preventive care examinations/procedures that your organization will offer in an onsite clinic.
What source do you use to determine age and gender appropriate preventive screening tests?
For standard preventive care examinations/procedures your clinicians provide, please provide data indicating how many of each have been provided in clinics you operate.
Please list vaccinations that will be offered in the clinic.
Are the cost of vaccinations included in this proposal or is it an additional cost to the employer?
Provide your current cost for flu shots (approximately 400 are administered in the clinic currently)
Lab Services:
What lab services can you provide in the clinic?
Can biometric screenings be completed in the clinic during employee visits?
What tests are included in the standard biometric screening panel? Can the testing panel be adjusted?
If cotinine is NOT included, can it be added? Can the cost be included in the screening package?
Is your product electronically linked with a national lab vendor for electronic ordering of lab tests?
Is your product electronically linked with a national lab vendor so results are electronically sent to the EMR?
If a laboratory specimen is sent to an outside lab, how is it transported to the outside lab or pathologist?
How are the fees for lab tests paid when the specimen is sent to an outside lab?
Disease Management:
What Disease Management (DM) programs/services do you provide?
Do you have any formal programs centered around specific diseases/conditions (e.g. diabetes, musculoskeletal, etc)
If yes, please list out the programs and what conditions are addressed
How are members identified and targeted for disease management?
What software/systems are used to determine prevalence of chronic conditions?
How does your product determine if participants are compliant with their chronic disease care?
How do your providers assess gaps in care and what are they doing to help close these gaps?
If evidence based guidelines are utilized, are these embedded in your electronic medical record?
If evidence based guidelines are utilized, please list the source of these evidence based guidelines.
How does your clinician identify what employees have chronic disease?
Does your technology stratify members by severity of illness or risk? Please provide reports outlining the risk stratification grouping that determine individuals that will be outreached by the clinician.
If you outreach for DM please outline the process in detail (including outreach criteria, number of outreach attempts, how outreach is provided, etc.).
How do you define engagement in DM?
What is the typical frequency of contact with employees that are enrolled in the DM program?
What percent of those who qualify for DM do you estimate would engage in the 1st year? 2nd Year? 3rd year?
Please provide reporting or data to show outcomes achieved from your DM programs.
Virtual Capabilities
Do you have the ability to offer visits virtually?
What are the standard hours of your virtual offering?
Does the onsite staff perform the virtual visits?
Do you offer virtual visits through staff not specifically hired for the onsite clinic?
If yes, please describe how this works
What types of services can you offer virtually (assuming a face to face visit is not required)?
Urgent care services (yes/no)?
Primary care services (yes/no)?
Condition management (yes/no)?
Behavioral health (yes/no)?
If yes, is virtual behavioral health dependent on Pella staffing for behavioral health?
What other services can you offer virtually?
Are virtual appointments scheduled the same way as in person appointments?
For locations with smaller populations, can you utilize either kiosk or remote monitoring tools to facilitate virtual visits?
If yes, please describe your capabilities
Program Integration, Implementation, & Deployment:
What promotional materials are included in this proposal for promoting the launch/re-branding of the clinic?
What support is available for ongoing promotions and employee communications?
Please provide examples of communication materials/plans for kick off and ongoing communication.
For services outlined in this proposal, does your organization need historical medical and pharmacy claims data?
Describe how historical medical and pharmacy claims data is utilized?
Do you currently or have you in the past received claims data from BCBS (Wellmark) and ESI?
Can your organization push clinic claims data with CPT4, ICD9, ICD10 codes to the medical and pharmacy carriers?
How does your system integrate with the employer's EAP program?
Does your organization currently provide data to Lockton's Infolock® data warehouse?
Please describe your clinic and information technology (web-portal) security protocols.
Outline best practices established for integration with the clients other vendor partners including medical carriers health coaches and non vendor staff.
Please provide a sample implementation and launch plan which represents a January 2026 go-live date.
Staffing:
How many practitioners, nurses, management staff, etc. do you propose?
Do you find more effective results from physician staffing vs. physician extender staffing?
What backgrounds do they proposed staff typically have?
What other business do you have in Iowa or the surrounding areas that could fill in for holidays, vacations, etc.?
How will you manage the services chosen by Client including managing and supervising the medical personnel in charge of the clinic?
How will you go about choosing the personnel to staff the clinic and what is the process for evaluating their qualifications?
Will you allow Client to be part of the interview process for clinical staff?
What is your process for replacing clinic staff should they terminate?
What was your average 5 year turnover as it relates to onsite clinic staff?
Does your organization apply for in network status with the major carriers in the market? (Cigna, Blue Cross Blue Shield, United Healthcare and Aetna) - The City currently has BCBSOK
Miscellaneous:
Please outline how you determine who to refer patients to?
Do you have clinics with Behavioral Health Services? Are they your own providers or do you work in tandem with the EAP?
Final Message:
Please describe your key differentiators and your approach to patient management.

Additional Medical Questions Please Confirm Your Ability to Either Order or Administer the Following Tests: (place an X in the appropiate field)

TestCan Order TestCan Administer
Audiometry Test
CBC
CMP
Chest Xray
Echo
EKG
Flu Shot
Hearing Test
HEB B TITER
HEP B #1
HEP B #2
HEP B #3
HEP B BOOSTER
HEP C
HIV
LEAD
LIPID
Occult Blood Test
Post Accident Urine Drug Screen/Breath Alcohol testing
PARA SCHL UDS
Pre Employment Urine Drug Screens
Physical Exam
PSA
RABIES TITER
RANDOM Breath Alcohol Test DOT
RANDOM Urine Drug Screen DOT
SPIROM
STRESS
TITER
TSPOT
VISION

&P &"Garamond,Italic"2007 Lockton Companies, LLC

Onsite Clinic Pricing Grid

Chart A: On-Site Clinic Services
Year 1Year 2Year 3Year 4Year 5
Population that will have access to clinic:Employees and DependentsEmployees and DependentsEmployees and DependentsEmployees and DependentsEmployees and Dependents
How long are your proposed fees guaranteed:
Break Down of Clinic Costs
Implementation Fee
Initial Set-Up and Clinic Outfitting Cost (assuming client provides the physical space for the clinic)
Annual administration fee
Staffing Fees (separate out staffing costs from benefits costs)Year 1Year 2Year 3Year 4Year 5
Clinic Hours40 hours per week40 hours per week40 hours per week40 hours per week40 hours per week
Assumed weeks per year52 weeks per year52 weeks per year52 weeks per year52 weeks per year52 weeks per year
# of StaffExpected Annual SalaryExpected Benefits Cost# of StaffExpected Annual SalaryExpected Benefits Cost# of StaffExpected Annual SalaryExpected Benefits Cost# of StaffExpected Annual SalaryExpected Benefits Cost# of StaffExpected Annual SalaryExpected Benefits Cost
Annual Physician Salary
Annual Nurse Practitioner Salary
Annual Licensed Vocational Nurse Salary
Annual Medical Assistant Salary
Annual Front Office Assistant Salary
Estimated Cost of Benefits (All Staff)
Estimated Cost of Temporary Staff Needed
TOTALENTER ESTIMATED TOTALENTER ESTIMATED TOTALENTER ESTIMATED TOTALENTER ESTIMATED TOTALENTER ESTIMATED TOTAL
Miscellaneous Fees/Expenses (provide an annual estimate)Year 1Year 2Year 3Year 4Year 5
Computer Supplies
Contract Labor
Delivery
Drug Cost
Dues, Subscriptions & Books
Education Conference
Equipment Rental
Immunizations / Vaccinations
Information System Support
IT Analytics
Janitorial Services
Lab Fees
Medical Supplies
Medical Waste
Minor Equipment
Office Supplies
Permits, Licenses & Fees
Professional Fees - Other
Professional Liability Insurance
RCM Encounter Fees
Telephone/Connectivity
Travel
Utilities and Trash
Other Miscellaneous Fees (please outline and explain if applicable)
Additional Costs – Please outline any additional costs not provided aboveYear 1Year 2Year 3Year 4Year 5
Total Estimated Costs - Mandatory Services
Total Estimated Costs - Optional Services*
Pricing Assumptions / Caveats:
Please list all assumptions and caveats of your fee proposal.
Please list all services accounted for in the annual administration fee
*Optional Services are services that the client could add, but is not required to for running a clinic

&7Company Name &7&P &7Lockton Companies

Top 10 Labs Pricing Grid

Provide current pricing/associated cost per lab:Pass Through Cost (per lab draw)
Lipid Panel
Cbc With Differential/Platelet
Comprehensive Metabolic Panel
Hemoglobin A1c
Tsh Thyroid Stimulating Hormone With Reflex to T4
UA Urinalysis Complete
Albumin Creatinine Ratio
Basic Metobolic Panel
Hepatitis Panel
T4, Free

Top 10 Medication Pricing Grid

Provide current pricing/associated cost per medication:
30 day Onsite Dispensed90 day Mail Order (if applicable)
MedicationDosageTotal CostIngredient CostDispensing FeesTotal CostIngredient CostDispensing Fees
Rosuvastatin Calcium5 mg
Fluticasone Propionate50 mcg/ 120 doses
Amlodipine Besylate5 mg
Metformin HCl500 mg
Omeprazole20 mg
Levothyroxine Sodium12.5 mcg
Lisinopril20 mg
Cetirizine HCl10 mg
Atorvastatin Calcium10 mg
Metoprolol Succinate100 mg

Eligibility Census

NOTE: Current census of participants eligible for Clinic services. Clinic is located at zipcode 73102. "Subscriber" refers to employee or retiree.
RecordDOBGenderZip codeRelationship
15/09/1984M73106Subscriber
27/01/1971M73003Subscriber
37/08/1973F73003Spouse
46/19/2002M73003Dependent Child
56/11/1957M73114Subscriber
65/20/1960F73013Subscriber
78/21/1953M73013Spouse
89/27/1953M73013Subscriber
910/23/1967F73013Spouse
1010/07/1982F73099Subscriber
114/16/1997F73162Subscriber
129/14/1986M73080Subscriber
135/28/1991F73080Spouse
149/12/2014M73080Dependent Child
151/25/2011M73080Dependent Child
168/04/1976M73036Subscriber
171/31/1976F73036Spouse
181/31/2005F73036Dependent Child
1911/30/2007F73036Dependent Child
208/04/2006F73036Dependent Child
219/19/1975M74881Subscriber
226/02/1982F74881Spouse
2310/27/2003M74881Dependent Child
2411/17/1985M73132Subscriber
259/02/1988F73132Spouse
268/05/2021F73132Dependent Child
271/30/1991F73008Subscriber
281/13/2010F73008Dependent Child
297/18/1995M73162Subscriber
308/19/1965F73170Subscriber
315/27/1981F73120Subscriber
322/23/1983F73120Spouse
3310/23/1959M73020Subscriber
344/04/2015U73105Dependent Child
3511/23/1975F73105Spouse
3611/27/2007U73105Dependent Child
371/28/1997F73112Subscriber
388/22/2018F73115Dependent Child
398/13/2015M73115Dependent Child
4012/20/1997M73026Subscriber
411/14/1963M73013Subscriber
424/07/1970F73110Subscriber
4312/06/2002M73110Dependent Child
446/21/1962F73120Subscriber
4511/17/1995M73179Subscriber
467/16/1997F73179Spouse
477/08/1981F73160Subscriber
4810/13/2006F73160Dependent Child
497/24/2008M73160Dependent Child
503/29/1983MSpouse
516/14/2022F73160Dependent Child
526/11/1978F73112Subscriber
5311/28/2001F73112Dependent Child
5412/15/2006F73112Dependent Child
5511/20/2017M73112Dependent Child
568/18/1983M73012Subscriber
573/10/2011M73012Dependent Child
581/06/2018F73012Dependent Child
594/30/1957M74840Subscriber
604/22/1955M73026Subscriber
614/17/1962F73026Spouse
6210/27/2000F73026Dependent Child
635/17/2004M73026Dependent Child
648/29/1963M73010Subscriber
656/19/1966F73010Spouse
663/30/1945M73111Subscriber
674/28/1948M73131Subscriber
687/30/1948F73131Spouse
691/17/1954M73150Subscriber
7011/25/1956F73150Spouse
7110/27/1967M32967Subscriber
723/04/1953M74848Subscriber
734/24/1952F74848Spouse
7411/05/1954F73003Subscriber
751/12/1953M73135Subscriber
7612/03/1955F73135Spouse
773/07/1964M73025Subscriber
786/02/1950M73044Subscriber
797/23/1951F73044Spouse
8012/28/1943M74447Subscriber
817/18/1951F75862Spouse
826/12/1949M74427Subscriber
832/16/1943M78611Subscriber
849/25/1961F78611Spouse
857/11/1947M73099Subscriber
8611/20/1949F73150Spouse
8711/01/1944M73160Subscriber
889/21/1948F73139Spouse
899/30/1952M73007Subscriber
904/30/1952F73007Spouse
918/24/1934M73139Subscriber
929/09/1940F73139Spouse
931/01/1942M73121Subscriber
9412/28/1960F73099Subscriber
955/25/1964M73099Spouse
963/28/1954M73089Subscriber
9710/09/1953F73089Spouse
986/20/1944M73160Subscriber
999/23/1946F73020Spouse
10011/19/1971F73012Subscriber
1016/01/1952M73099Subscriber
1024/22/1950F73099Spouse
1033/22/1969M73034Subscriber
10410/07/1973F73034Spouse
1057/21/2011F73034Dependent Child
10612/26/2008M73034Dependent Child
10710/12/1956M19973Subscriber
1085/12/1978M73065Subscriber
1092/27/2005F73065Dependent Child
1105/27/1980F73065Spouse
1119/14/2010M73065Dependent Child
11210/07/1967M73111Subscriber
11311/21/1967F73111Spouse
1148/26/2001M73111Dependent Child
1159/17/1978M73013Subscriber
1168/25/1982F73013Spouse
1179/06/2016M73013Dependent Child
1185/30/2013F73013Dependent Child
11910/16/1972M73120Subscriber
12012/07/1999F73120Dependent Child
1217/06/1971M73025Subscriber
12211/30/2000F73025Dependent Child
1236/09/1978F73025Spouse
12410/26/2003M73025Dependent Child
1253/04/1963M73013Subscriber
12612/19/1962F73013Spouse
1275/01/1962M73072Subscriber
1282/25/1962F73072Spouse
1294/19/1968F73195Subscriber
1307/07/1962M73141Spouse
1319/27/1975M73099Subscriber
1322/02/2005M73099Dependent Child
1339/18/2002M73099Dependent Child
1342/29/1976F73099Spouse
13510/06/1975M73131Subscriber
1369/26/1973F73131Spouse
1379/08/2017M73131Dependent Child
1385/10/2017M73131Dependent Child
1395/29/1968M73012Subscriber
1402/01/1965F73012Spouse
14110/04/1960M73034Subscriber
1421/24/1983M73159Subscriber
14310/28/2005M73159Dependent Child
1445/19/2011M73159Dependent Child
1455/25/2007M73159Dependent Child
1461/01/1985F73159Spouse
1472/14/2003F73170Dependent Child
14812/15/1980M73112Subscriber
1492/17/1968M73142Subscriber
1501/01/1978F73142Spouse
15112/17/2012F73142Dependent Child
1525/06/1962M73114Subscriber
1531/14/2000M73114Dependent Child
1549/27/1970M73013Subscriber
1552/03/2005M73013Dependent Child
1569/12/1971F73013Spouse
15710/20/2001M73013Dependent Child
1585/25/1981M73064Subscriber
1593/03/2006F73064Dependent Child
1606/27/1981F73064Spouse
1611/25/2013M73064Dependent Child
16210/02/2008F73064Dependent Child
1638/22/1961M73008Subscriber
1644/23/1961F73008Spouse
1652/09/1976F73160Subscriber
1664/13/1967F73084Subscriber
1676/15/1961M73165Subscriber
1685/06/1961F73165Spouse
1698/25/1970F73099Subscriber
1704/04/1979M73099Subscriber
1716/23/2009M73099Dependent Child
1726/23/2009M73099Dependent Child
1738/09/1979F73099Spouse
17412/20/1991M73159Subscriber
1757/21/1956M73120Subscriber
17610/15/1989F73013Subscriber
1775/02/2020F73013Dependent Child
1783/13/1989M73013Spouse
1793/11/2013M73013Dependent Child
18011/06/2015M73013Dependent Child
1819/28/1960F73119Subscriber
18212/22/1994M73107Subscriber
18310/22/1980F73121Subscriber
1849/02/2006F73110Dependent Child
18512/01/1968M73010Subscriber
18610/06/1966F73010Spouse
1874/20/1999M73089Subscriber
18812/05/1996F73170Spouse
18912/01/1982M73135Subscriber
1906/17/2018F73135Dependent Child
1911/21/1998M73099Subscriber
19210/10/2021F73099Dependent Child
1932/01/2017M73099Dependent Child
1947/14/1957M73170Subscriber
1954/20/1987M73012Subscriber
19612/12/2008M73012Dependent Child
19711/11/2011M73012Dependent Child
19810/10/2012F73012Dependent Child
1991/23/2023F73012Dependent Child
20012/17/1987F73012Spouse
20111/24/2000M73120Subscriber
2021/22/2006M73130Subscriber
2039/23/1975M73049Subscriber
2047/10/2016M73049Dependent Child
2056/19/2014M73049Dependent Child
2067/01/1984F73049Spouse
20712/28/1998M73160Subscriber
2087/01/2022M73160Dependent Child
2097/26/1976F73173Subscriber
2109/18/2008M73173Dependent Child
2113/20/1956F73112Subscriber
2121/13/1991M73179Subscriber
2132/21/2023M73179Dependent Child
2144/06/2020F73179Dependent Child
2155/22/1991F73179Spouse
2165/05/1967F73072Subscriber
21712/08/1995F73160Subscriber
2183/21/2015F73084Dependent Child
2193/21/2022F73084Dependent Child
22012/18/2016F73084Dependent Child
2213/24/1987M73170Subscriber
2221/11/1988F73170Spouse
22312/23/2014M73170Dependent Child
22411/12/1979F73139Subscriber
2255/18/2000M73139Dependent Child
2268/09/1970M73139Spouse
2274/26/2001M73139Dependent Child
2285/18/1998M73099Subscriber
2291/07/1973M73162Subscriber
23010/02/2013F73162Dependent Child
2317/08/1960M73132Subscriber
2321/12/1964F73132Spouse
23311/13/2005F73132Dependent Child
23411/26/1957M73020Subscriber
2358/12/1959F73020Spouse
23612/01/1961M73162Subscriber
2373/10/1943M73108Subscriber
2382/01/1945F73108Spouse
2398/06/1938M73135Subscriber
2407/19/1943F73135Spouse
2416/28/1959M73099Subscriber
2424/13/1963F73099Spouse
24312/04/1955M73071Subscriber
24411/09/1961F73071Spouse
24510/15/1999F73071Dependent Child
24610/15/1999F73071Dependent Child
2479/25/1937F73036Subscriber
2481/06/1962F73080Subscriber
2497/02/1933F73162Subscriber
2509/22/1964M73120Subscriber
2513/30/1950M73008Subscriber
2523/03/1954M73038Subscriber
2532/20/1947F73038Spouse
2547/08/1953F73119Subscriber
2557/06/1945M73127Subscriber
2565/21/1930F74501Subscriber
25710/06/1952M73159Subscriber
2588/21/1950F73159Subscriber
2597/25/1941F80247Subscriber
26010/16/1956M74851Subscriber
2614/24/1957F74851Spouse
2627/02/1956M73064Subscriber
2639/10/1957F73064Spouse
2642/19/1942M73159Subscriber
2653/26/1954M73010Subscriber
2662/10/1954F73010Spouse
26711/04/1952F73118Subscriber
2688/10/1933M73112Subscriber
26911/10/1956F75163Subscriber

This is the start of the file's text. The full file is on GovTribe.

File details come from the government source that posted it. Updated .