joint labor-management benefits committee...engagement administration: establish livewell as a...

JOINT LABOR-MANAGEMENT BENEFITS COMMITTEE www.keepingLAwell.com

Joint Labor-Management Benefits Committee COMMITTEE REPORT 18-23

JOINT LABOR-MANAGEMENT BENEFITS

COMMITTEE MEMBERS:

Management

Wendy G. Macy, Chairperson

June Gibson

Rich Llewellyn

Tony Royster

Matthew Rudnick

Employee Organizations

Cheryl Parisi, Vice-Chairperson

Paul Bechely

Chris Hannan

David Sanders

William Violante

Date: May 3, 2018 To: Joint Labor-Management Benefits Committee From: Staff Subject: LIVEwell Wellness Program Services Request for

Proposal RECOMMENDATION That the JLMBC recommend to the General Manager Personnel Department that Limeade be selected as the Wellness Services Provider for the City of Los Angeles LIVEwell Wellness Program. DISCUSSION At its April 5, 2018 meeting, the JLMBC considered the findings of the review panel for the Request for Proposal (RFP) for LIVEwell Wellness Program services. The original report included supporting information which is provided as Attachment A to this report. At that meeting, the JLMBC also approved staff’s recommendation that Limeade be invited to make an oral presentation before the JLMBC prior to the JLMBC making a final recommendation to the General Manager Personnel Department. Limeade will make its presentation at the May 3, 2018 meeting. Following consideration of this presentation and report, staff recommends that the JLMBC recommend to the General Manager Personnel Department that Limeade be selected as the Wellness Services provider for the City of Los Angeles LIVEwell Wellness Program. Submitted by: ___________________________________

Leo Reyes

Approved by: ___________________________________

Steven Montagna

JOINT LABOR-MANAGEMENT BENEFITS COMMITTEE www.keepingLAwell.com

Joint Labor-Management Benefits Committee (JLMBC) COMMITTEE REPORT 18-20

JOINT LABOR-MANAGEMENT BENEFITS COMMITTEE MEMBERS:

Management Wendy G. Macy, Chairperson June Gibson Rich Llewellyn Tony Royster Matthew Rudnick

Employee Organizations Cheryl Parisi, Vice-Chairperson Paul Bechely Chris Hannan David Sanders William Violante

Date: April 5, 2018

To: Joint Labor-Management Benefits Committee

From: Staff

Subject: LIVEwell Wellness Program Services Request for Proposal Evaluation and Recommendation

RECOMMENDATION That the JLMBC (a) consider the Wellness Program services Request for Proposal review panel recommendation that Limeade be selected as the Wellness Service Provider for the City of Los Angeles Wellness Program; and (b) invite Limeade to provide a presentation to the JLMBC prior to making a recommendation to the General Manager Personnel Department.

DISCUSSION

A. Background

Following is a review of the JLMBC’s actions to date relative to the development and issuance of a Request for Proposal (RFP) for Wellness Program services for the City of Los Angeles Civilian Benefits Program:

• April 6, 2017 – The JLMBC reviewed and approved a draft RFP for Wellness ProgramServices including Event and Engagement Oversight/On-site EngagementRepresentatives, Marketing Services, and Website Support/Content.

• June 9, 2017 – The RFP for Wellness Program services was released to the vendorcommunity on the Los Angeles Business Assistance Virtual Network (LABAVN), with aresponse deadline of July 27, 2017.

• June 26, 2017 – The Personnel Department held a pre-proposal conference in thePersonnel Department Training and Testing Center.

• July 27, 2017 – The Personnel Department received a total of eight RFP responses.The Personnel Department, Administrative Services Division evaluated the proposalsfor compliance with the City’s general contracting requirements (RFP compliancereview). Six firms were determined to have satisfied the compliance review and weredeemed eligible for consideration.

• September 7, 2017 – Staff provided an update on the status of the RFP compliancereview and informed the JLMBC that it would proceed with the review and evaluationof the six eligible proposals, including those received from 14-Forty, American eHealth,Cerner, InJoy Global, Kitchen Table Consulting, and Limeade.

ATTACHMENT A

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B. Wellness Program Service RFP Summary Evaluation and Findings

The LIVEwell Wellness program’s objectives are to support the health and well-being of LAwell members regardless of where they may be on their personal health journey. Specific objectives are to:

• Develop a fuller understanding of the ways in which LAwell members think about andrelate to their personal health.

• Package the LIVEwell program into a trusted, understandable, meaningful, andidentifiable brand to support member engagement, adoption, growth, andsustainability.

• Update, refine, and fulfill LIVEwell’s strategic plan with measurable goals andobjectives.

• Establish a comprehensive program infrastructure with the necessary resources tocreate and sustain success.

• Develop and execute a marketing and communications strategy which effectivelyengages, educates, and empowers members with information which supportsbehavioral changes impacting chronic care conditions.

• Leverage Civilian LAwell benefit service provider relationships to implement cohesiveand coordinated efforts supporting member health.

• Establish and maintain a performance measurement system (data, sources,processes, and tools) to help evaluate and track progress, and set goals and developstrategies for improving outcomes.

The mission of the LIVEwell Wellness Program RFP was to identify the service provider that can best administer and support the City’s Wellness program by:

• Creating and implementing wellness marketing strategies.• Utilizing a variety of promotional tools and vehicles.• Developing annual plans for specific wellness initiatives.• Serving as an external marketing representative for the program.• Planning, resourcing, and executing events.• Conducting employee research for engagement design.• Staging wellness activities for members.• Serving as local program representatives at employee worksites.• Developing relationships with local members and stakeholders.• Garnering program support on a grassroots level.• Recruiting, engaging, and deploying Wellness Champions/Advocates.• Developing, launching, and maintaining the wellness website, up to and including any

related internal City benefits website platform.• Customizing website facility and content.• Administering functionality for mobile applications.• Creating content for reporting activities on the website.• Building capacity for comprehensive data warehouse for collecting, managing, and

evaluating various data elements.• Developing infrastructure for data integration from multiple resources.

ATTACHMENT A

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To properly assess the vendor’s capability to provide these services, the RFP consisted of a written questionnaire comprised of four primary sections outlined below:

1. Organizational Strength & Plan Sponsor Services 2. Wellness Engagement Administration Services 3. Wellness Website/Data Management Services 4. Financial Cost (Contract Cost and Performance Guarantees)

Section 1 addressed each service provider’s organizational strength and reliability as a City contractor. Section 2 addressed each service provider’s event/engagement, marketing, and local representative services. Section 3 addressed each service provider’s website and data management services. Section 4 addressed each service provider’s cost and performance guarantee proposal. Bidders were eligible to submit bids for engagement/administrative services, website/data management services, consulting services relative to the previously identified categories, or all services in combination. In addition to the RFP written questionnaire, six performance exams totaling 8 hours were conducted over two days from November 28 and 29, 2017 with each firm. The performance exams provided an opportunity for the review panel to assess the vendor’s resources, philosophy, and skills on specific topics and provided for a deeper review of certain subjects addressed within the RFP. The review panel, consisting of Personnel Department, Employee Benefits Division staff members Leo Reyes and Ted Vasquez, reviewed and rated the written proposals and performance exams. Consultants Joan Centanno and Robin Rager of Keenan Associates provided assistance in review of the proposals. The evaluation produced three distinct scoring matrices: Wellness engagement and administration services Website/Data management services only Wellness Engagement consulting

Attachment A provides a summary of staff’s scoring and recommendation and the vendor responses. Staff will review Attachment A with the JLMBC at the meeting. The focus in reviewing this RFP was to identify a provider that could best partner with the City to provide a comprehensive Wellness services at a competitive price and support the LIVEwell Wellness Program’s service objectives. The finding of the review panel is that Limeade best demonstrated these capabilities. Due to the significance of this decision, staff recommends that Limeade be invited to provide a presentation to the JLMBC at its next meeting prior to the JLMBC making a recommendation to the General Manager Personnel Department. Submitted by: ___________________________________

Leo Reyes

___________________________________ Ted Vasquez

ATTACHMENT A

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Approved by: ___________________________________ Steven Montagna

ATTACHMENT A

Wellness Program Services Request for Proposal Results

April 5, 2018

Table of Contents

Executive Summary 3

Scoring Summaries 12

Appendix 26

Wellness Annual Budget 27

Scoring Details 28-29

Full RFP Analysis 30-67

2

Page(s)

Executive Summary

Wellness RFP Service Objectives

Engagement Administration:

Establish LIVEwell as a trusted, meaningful and effective resource for our members.

Provide marketing/engagement that fosters health behavior adoption/change.

4

Website & Data Management:

A comprehensive wellness platform.

Dynamic and engaging hub for employee participation.

Integrated, automated, performance measurement system that includes acquiring/managing data from our benefit service providers.

The goal of the City’s “LIVEwell” Wellness Program is to improve the overall health of the employee population, thereby reducing prevalence of chronic disease. In addition to internal staff program support, contracted service provider objectives include:

Wellness RFP Objectives

5

Contracted Provider • Marketing & Engagement • Website Development &

Maintenance • Data Collection,

Integration & Management

• Research

City Staff • Wellness Culture • Stakeholder Partnering • Vendor Management • Event Implementation • Analysis & Reporting

The contracted provider will complement City Staff roles.

Wellness RFP Structure

6

Organizational Strength and Plan Sponsor Services

Wellness Engagement Administration

Wellness Website and Data Management Services

Financial Cost and Performance Guarantees

The RFP contained four primary sections:

Wellness RFP Proposers

Wellness services are an emerging and evolving industry. Staff received proposals from six very diverse vendors with varied experience, approaches, capabilities, services, and health and wellness models. Therefore comparison and evaluation proved challenging.

7

Locally-based advertising and graphic design company, experienced in branding and promotions.

Health care information technology company.

Locally-based consulting firm with experience guiding and supporting public sector clients.

Provides individualized condition management service using biometrics devices.

A holistic company integrating technology to deliver wellness engagement and workforce solutions.

An engagement company focusing on behavior change and culture, with a fully integrated, turnkey platform.

Wellness Engagement Administration only

RFP Response Options

8

Vendors could propose: Wellness Engagement Administration only; Wellness Website/Data Management only; or both services together. They proposed as follows:


&

Wellness Website and Data Management

Services

Wellness RFP Review Process

The RFP evaluation included three components.

9

Written Proposal Rating Personnel Department Employee Benefits Division staff rated the written proposals. Consultants Joan Centanno (FUSE Executive Advisor) and Robin Rager (Keenan Associates) provided technical support.

Performance Examinations Each vendor met with the review panel to discuss their capabilities in person. The four companies that bid on both categories included a demonstration of web platform and data capabilities.

Client Review Each vendor was required to provide current/ terminated client contact information. Staff contacted those client representatives.

Wellness RFP Final Scores

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14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

619 Points 645 Points 693.5 Points 713 Points 785 Points 881 Points

Wellness Engagement Administration (all six vendors) 1,000 Points Possible

Website and Data Management (four vendors) 1,000 Points Possible

American eHealth Cerner InJoy Limeade

676.5 Points 792.5 Points 738.75 Points 924.5 Points

Recommended Provider:

Committed to behavior change, Limeade is equipped to help the City achieve its mission of a healthier employee population.

Limeade delivers an engaging and accessible platform with a highly interactive, personalized and holistic user experience. They have in-house resources for targeted, user-driven content.

Limeade is the only full service, experienced true wellness provider with both engagement and web/data management expertise.

o A sophisticated, turnkey, integrated platform, but also easily customized for City needs and built to evolve as the City’s vision and needs evolve.

o Experience integrating varied data sources for hundreds of clients, including public sector.

11

+ =

Scoring Summaries


13

All six vendors received a score for Wellness Engagement Administration.

Wellness RFP Scoring – Points Available

Wellness Engagement Administration Category Points

Organizational Strength and Plan Sponsor Services 200 Wellness Engagement Administration 450 Financial Cost and Performance Guarantees 200 Performance Review: Two Scores: • Wellness Engagement Administration • Wellness Website and Data Management Services

150

Total Points Available: 1,000

14

The four vendors who bid on the Wellness Website and Data Management Services received a second score for that category.

Wellness Website and Data Management

Services

Wellness RFP Scoring – Points Available

Website and Data Management Category Points

Organizational Strength and Plan Sponsor Services 200 Wellness Website and Data Management Services 400

Financial Cost and Performance Guarantees 200

Performance Review: Two Scores: • Wellness Engagement Administration • Wellness Website and Data Management Services

200

Total Points Available: 1,000

15

Organizational Strength & Plan Sponsor Services 200 Points Possible

• 14-Forty’s organizational focus on marketing and graphic design indicates it is not as focused in Wellness arena as other providers. Also, reliance on subcontractors and client staff may create some risk for meeting service objectives adequately and independently. With only 41 employees, it is larger than some of the other proposers but still relatively small.

• American eHealth’s model of one-on-one outreach for City may not be scalable to meet City population and appears costly. Since it is a new firm with only 18 employees, and provided no apparent revenue/profit, may present organizational depth and reliability risks as long-term contracting partner.

• Cerner is a stable health care information technology company with a longstanding presence in the healthcare market, large number of employees, and organizational depth with over 24k employees. However, it appears new to Wellness programs.

• Injoy is a new firm with only 7 employees, and may present some reliability risks as long-term contracting partner; strength is its exclusive focus on Wellness. Indicated 314% growth from 2014 to 2016 but did not state specifically to which this figure is in reference.

• Kitchen Table is a small firm with only 5 employees and limited existing resources, and would rely on subcontractors and new staff to fulfill service requirements; strength is its dedication to Wellness.

• Limeade’s base of 176 clients, workforce of 190, exclusive focus on Wellness, and existence of over 10 years demonstrates strongest combination of organizational depth and longevity, overall understanding of the Wellness industry, and reliability as a long-term contracting partner.


163 Points 166 Points 166.5 Points 172 Points 168.5 Points 190.5 Points

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Engagement Administration: Event and Engagement Oversight

200 Points Possible


116.5 Points 117.5 Points 112 Points 153.5 Points 144.5 Points 158.5 Points

• 14-Forty – Services provided focus more heavily on marketing and promotions, including distribution of print and electronic materials to promote and advertise events.

• American eHealth – Engagement experience is with narrow client base doing condition management and prevention. While its direct and personalized approach appears effective, it did not demonstrate experience with or focus on broad engagement of the entire member population (including those without condition management needs.)

• Cerner - Event and engagement experience appears limited to health screening and plan enrollment events. • InJoy – Event and engagement oversight is provided and supported through its Wellness portal. Examples of events

provided represent a variety of topics to address the whole person. • Kitchen Table – It has developed and directed strategies for engagement initiatives, although its consulting

background indicates that experience lies more in facilitation rather than direct administration of events. • Limeade – Has ample experience in providing its comprehensive, integrated event and engagement platform to an

entire workforce; and being able to align engagement events with that platform and well-developed communications and engagement tools and resources.

Engagement Administration: Marketing Services

200 Points Possible

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149.5 Points 133.5 Points 145 Points 119 Points 158.5 Points 167 Points

• 14-Forty – Marketing is its expertise, and although its responses demonstrated a sound understanding of marketing principles, the examples it provided were outside of the Wellness arena.

• American eHealth – Individualized approach to marketing and communications appears effective for its target population, but firm does not appear to have strong marketing experience for a large employer population and would need to build this for the City’s program.

• Cerner – Appears willing to commit resources, but its examples do not show prior focus on broad-based Wellness initiatives, as its programs are generally condition management based.

• InJoy – Responses were generally brief and vague in this section of the RFP. It was unable to provide examples of public sector branding or marketing services, and in general its responses suggest marketing is not its focus.

• Kitchen Table – Understands marketing principles and concepts, although it appears it would direct resources it does not presently possess.

• Limeade - Has fully developed marketing tools vis-à-vis its “Communications Tool Kit” in proprietary platform to implement a marketing strategy, metrics, and deliverables.

Engagement Administration: On-site Engagement Representatives

50 Points Possible

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• 14-Forty – On-site engagement example was for school-aged children receiving fluoride treatments, and did not provide a Wellness-based engagement event, suggesting it has limited Wellness program experience.

• American eHealth – Examples provided were for condition management and prevention; although effective for those who are targeted, this highlights concerns about the scalability of its model. Soliciting sponsorships to help fund expansion of services is also an unlikely solution to the scalability challenge.

• Cerner – Existing programs are in chronic health management and prevention only, representing only a portion of the City’s broad member audience.

• InJoy – Partners subject matter experts from a broad range of Wellness topics that can provide educational seminars, workshops, various training sessions. They were not able to provide examples of public sector experience.

• Kitchen Table – Have served as Wellness consultant to other public sector Wellness programs/staff. • Limeade - Would provide staff that have a comprehensive knowledge of Wellness, integrated with its broad-based

engagement platform.


38.5 Points 39 Points 36.5 Points 46 Points 41 Points 47.5 Points

Website and Data Management: Support/Content

200 Points Possible

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• American eHealth – Proposal to create platform foundation from scratch, including the website, data platform, and staffing, creates risks for the City because deliverable is an unknown quantity.

• Cerner – The Cerner Wellness Portal concept and its contents seem to be more focused on disease prevention and condition management.

• InJoy – While the platform seems to be sophisticated and aligns with LIVEwell’s mission, the absence of certain details surrounding staffing, content and capabilities creates unknowns regarding the deliverable.

• Limeade – Limeade offers a fully-developed wellness platform that is comprehensive, technologically advanced, interactive, and highly personalized for each participant. Responses addressed descriptions of every aspect of the program including staffing and content.


129.5 Points 137 Points 138.5 Points 182.5 Points

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Website and Data Management: Data Management

200 Points Possible

• American eHealth – Relying primarily on third party vendors for data warehousing and integration/sharing data, the outcome and success of data management services is unknown - subcontractor Salesforce is not an employee engagement management tool.

• Cerner – Cerner’s HealtheIntent Platform focuses primarily on heath care industry data. It is unclear if the platform will translate well for a focused wellness program.

• InJoy – Relying primarily on third party vendors for data warehousing and integration/sharing data, the outcome and success of data management services is unknown. Details regarding reporting services were not provided.

• Limeade – Limeade’s data management resources best position the City to acquire, manage, and report on data from its other benefit service providers. Best demonstrated ability to provide in-house data warehousing and data integration with a proprietary solution, reporting capabilities, and dedicated staff.


163.5 Points 178 Points 171 Points 192.5 Points

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Performance Exam: Engagement Administration

150 Points Possible


107.5 Points 112.5 Points 107.5 Points 135 Points 112.5 Points 140 Points

• 14-Forty – Generally discussed their marketing and advertising resources with emphasis on speaking to a diverse member population. They regard their strength as being creative engagement. While subject matter experts, they did not demonstrate the ability to provide overall program management so much as effective campaign administration. Their experience is in condition management and health campaign events.

• American eHealth – Presented their high-touch model for engaging members by describing their programs for NYPD and LAPD; in discussing scalability, they indicated program would need to advance in stages. Unclear solutions for funding concerns – noted that for every 1,000 members engaged in their resources they would need to bring on six additional staff. Also, biometric device cost not included in their price proposal.

• Cerner – Discussed their organizational focus on health care and condition management, but don’t have one Cerner definition for Wellness. Experience is in Health Risk Assessments and screenings with a goal to direct at-risk members to healthcare service. Would need considerable City support and direction to develop a broader Wellness focus, where desired level of marketing/engagement is not an internal capability or strength.

(Continued)

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• InJoy – Their mission is focused on Wellness engagement and fostering sustainable behavior change. Demonstrated using gamification to create challenges and support “small wins;” and customizing their resources based on employee behavior. Approach is to provide leadership up front then make program self-sustaining for the City. Had more difficulty, however, in addressing questions regarding goal-setting and measuring efficacy. In addition, their high customization is time intensive.

• Kitchen Table – Demonstrated an understanding of Wellness as a culture rather than the program itself. Recognized the need for policy considerations in order to achieve a culture of Wellness. Discussed extensive experience in consulting and advising Wellness programs at public sector organizations. Unclear on strategy/how to actually change employee behavior. Will rely on subcontractor to fulfill engagement services.

• Limeade – Demonstrated a Wellness definition at the core of their strategy with a holistic employee approach. Works on transforming the whole organization to achieve a Wellness culture. Deliver one-on-one emails to employees. Will provide City with a complete communications toolkit. Has a definition for “participation” and tracks engagement to measure results. Discussed that one of its customers is the State of Washington with 300,000 employees with multiple departments engaging in various customized Wellness programs and activities.




150 Points Possible

Performance Exam: Website and Data Management

200 Points Possible

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112.5 Points 135 Points 176.25 Points 180 Points

• American eHealth – Platform is not proprietary. They incorporate several different partner platforms to create a tool for an individually tailored wellness program. Discussed that their approach is to create various technologies to gather and mine data. Was unable to demonstrate reporting tools. Did not discuss using its platform for engagement administration.

• Cerner – Demonstrated extensive experience creating a fully integrated health care platform and database. Utilize a proprietary Health Risk Assessment as the first step to establish basis for employee health, then use screenings, prescriptions and claims data to report on adoption. Able to measure employee click-through for engagement participation. Program and platform centered on health risk/condition management and appears more clinical than engaging in nature.

• InJoy – Highly cerebral approach to web design, focused on the employee visual and interactive experience. Platform appears to be highly engaging and interactive. Demonstrated that the platform is customizable, and focuses on the person’s whole-being. Uses a game component to engage its customers on behavioral change activities. Discussed the ability to capture and integrated varied data sources but not demonstrated.

• Limeade – Described a clear, long term vision that will support the evolution of the City’s wellness goals. Limeade was the only proposer demonstrating that it can provide a turnkey, fully-integrated, and customizable member engagement website and fully-developed data management platform. Also, website is “smart,” i.e., learns as it goes and customizes engagement based on behavior. Have integrated data for numerous clients and demonstrated more robust data reporting services than the other firms.


200 Points Possible

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44 Points 76.5 Points 126 Points 87.5 Points 160 Points 177.5 Points

Wellness Engagement Administration (all six vendors)

Website and Data Management (four vendors)


84 Points 165 Points 75 Points 187.5 Points


200 Points Possible

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• 14-Forty only provided hourly rates for its services thus making it impossible to project annual costs. This creates significant cost risks for the City.

• American eHealth proposed an annual fee for Year 1 only. Future annual fee costs are unknown. The annual fee it proposed is 61% higher than Limeade’s proposal.

• Cerner’s proposed annual fee is 21% higher than Limeade’s proposal. • InJoy’s annual fee is 57% higher than Limeade’s proposal. • Kitchen Table proposed to provide engagement administration only; thus, the City would need

to incur some unknown level of additional costs to contract with another vendor for the remaining website services.

• Limeade submitted the lowest price proposal for a fully bundled service.

ENGAGEMENT ADMIN ONLY BUNDLED ENGAGEMENT/WEBSITE & DATA

Fee Summary 14-Forty Kitchen Table American eHealth Cerner InJoy Limeade

Per Member Per Month Fee None Provided None Provided None Provided None Provided None Provided $3.03 (25,000 employees –

not including local rep cost of $300k)

Annual Cost: Admin/Engagement None Provided None Provided $2,032,000 $1,371,000 $1,230,000 None Provided

Annual Cost: Website & Data None Provided None Provided $1,065,000 $387,000 $1,895,000 None Provided

Annual Contract Maximum – Year 1 None Provided $750,000 $3,097,000 $1,758,000 $2,975,000 $1,209,000

Appendix

Wellness Annual Budget

27

RFP Scoring

28

Following is the rating panel’s combined consensus scoring summary for all six firms submitting proposals for Wellness Engagement Administration.

ORGANIZATIONAL STRENGTH & PLAN SPONSOR SERVICES Percent Point Scale 14-Forty American Cerner InJoy Kitchen LimeadeOrganizational Background, Financial Strength, Experience 5.00% 50.00 31.00 27.50 40.00 29.50 26.50 43.00Public Sector Client References 2.00% 20.00 8.00 8.50 8.50 12.50 12.00 17.50Regulatory Actions 4.00% 40.00 34.00 40.00 28.00 40.00 40.00 40.00HIPAA Compliance 4.00% 40.00 40.00 40.00 40.00 40.00 40.00 40.00Security Protocols, Disaster Recovery & Guarantees 5.00% 50.00 50.00 50.00 50.00 50.00 50.00 50.00

20% 20% 200.00 163.00 166.00 166.50 172.00 168.50 190.50

WELLNESS ENGAGEMENT ADMINISTRATION Percent Point Scale 14-Forty American Cerner InJoy Kitchen LimeadeEvent and Engagement Oversight 20.00% 200.00 116.50 117.50 112.00 153.50 144.50 158.50Marketing Services 20.00% 200.00 149.50 133.50 145.00 119.00 158.50 167.00On-Site Engagement Representatives 5.00% 50.00 38.50 39.00 36.50 46.00 41.00 47.50Performance Exam: Wellness Engagement Administration 15.00% 150.00 107.50 112.50 107.50 135.00 112.50 140.00

60% 60.00% 600.00 412.00 402.50 401.00 453.50 456.50 513.00

FINANCIAL COST Percent Point Scale 14-Forty American Cerner InJoy Kitchen LimeadeContract Cost 17.00% 170.00 20.00 50.00 106.00 62.50 142.50 152.50Performance Guarantees 3.00% 30.00 24.00 26.50 20.00 25.00 17.50 25.00

20% 20.00% 200.00 44.00 76.50 126.00 87.50 160.00 177.50

TOTALPercent Point Scale 14-Forty American Cerner InJoy Kitchen Limeade

100% 100.00% 1,000.00 619.00 645.00 693.50 713.00 785.00 881.00

WELLNESS PROGRAM SERVICES (LIVEwell) 2017 REQUEST FOR PROPOSALWELLNESS ENGAGEMENT ADMINISTRATION EVALUATION CATEGORIES/WEIGHTINGS

29

Following is the rating panel’s combined consensus scoring summary for the four firms submitting proposals for Website & Data.

RFP Scoring

ORGANIZATIONAL STRENGTH & PLAN SPONSOR SERVICES Percent Point Scale American Cerner InJoy LimeadeOrganizational Background, Financial Strength, Experience 5.00% 50.00 40.00 48.00 39.00 43.00Public Sector Client References 2.00% 20.00 17.00 11.50 9.00 9.00Regulatory Actions 4.00% 40.00 40.00 28.00 40.00 40.00HIPAA Compliance 4.00% 40.00 40.00 40.00 40.00 40.00Security Protocols, Disaster Recovery & Guarantees 5.00% 50.00 50.00 50.00 50.00 50.00

20% 20.00% 200.00 187.00 177.50 178.00 182.00

WEBSITE/DATA MANAGEMENT SERVICES Percent Point Scale American Cerner InJoy LimeadeWebsite Support/Content 20.00% 200.00 129.50 137.00 138.50 182.50Data Management 20.00% 200.00 163.50 178.00 171.00 192.50Performance Exam: Wellness Website/Data Management Resources 20.00% 200.00 112.50 135.00 176.25 180.00

60% 60.00% 600.00 405.50 450.00 485.75 555.00

FINANCIAL COST Percent Point Scale American Cerner InJoy LimeadeContract Cost 17.00% 170.00 57.50 145.00 50.00 162.50Performance Guarantees 3.00% 30.00 26.50 20.00 25.00 25.00

20% 20.00% 200.00 84.00 165.00 75.00 187.50

TOTAL Percent Point Scale American Cerner InJoy Limeade100% 100.00% 1000.00 676.50 792.50 738.75 924.50

WELLNESS PROGRAM SERVICES (LIVEwell) 2017 REQUEST FOR PROPOSALWEBSITE DATA EVALUATION CATEGORIES/WEIGHTINGS

Wellness Program Mission/Objectives

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The City’s “LIVEwell” Wellness Program’s mission is to provide a variety of practical wellness tools, activities and resources to inspire, support and empower Keeping LAwell Civilian Members employees in achieving healthy lifestyles, both at work and at home. The goal of the City’s “LIVEwell” Wellness Program is to improve the overall health of the employee population, thereby reducing the prevalence of chronic diseases. Specific objectives are to: • Develop a full understanding of the ways in which LAwell members think about and relate to

their personal health. • Package the LIVEwell program into a trusted, understandable, meaningful and identifiable

brand to support member engagement, adoption, growth, and sustainability. • Update, refine, and fulfill LIVEwell’s strategic plan with measurable goals and objectives. • Establish a comprehensive program infrastructure with necessary resources to create and

sustain success. • Develop and execute a marketing and communications strategy which effectively engages,

educates and empowers members with information supporting behavioral changes impacting chronic care conditions.

• Leverage Civilian LAwell benefit service provider relationships to implement cohesive and coordinated efforts supporting member health.

• Establish and maintain a performance measurement system (data, sources, processes, and tools) to help evaluate and track progress, and set goals and develop strategies for improving outcomes.


Creating and implementing wellness marketing strategies.

Serving as an external marketing representative for the program.

Planning, resourcing, and executing events, initiatives, and activities.

Conducting employee research. Serving as local program representatives at

city worksites. Developing relationships with City

stakeholders and garnering support. Recruiting, engaging, and deploying

Wellness Champions/Advocates.

Developing, launching, and maintaining a dynamic and engaging website.

Customizing the website and content to meet program and user needs.

Administering functionality for mobile applications.

Building a data warehouse for collecting, managing, and evaluating various data elements.

Developing the infrastructure for data integration from multiple resources, including carriers.

Sending engagement content to users. Storing program documents and tools.

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The purpose of the RFP was to identify the service provider(s) that can best support the City’s Wellness program mission and objectives through two primary functions:

Engagement Administration Website and Data Management Services


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Contracted services complement the responsibilities of City staff (blue boxes) and benefit service providers. City staff are focused on building the wellness culture, stakeholder needs (including reporting), program analysis and planning, resource management (team, vendors, and budgets), department outreach, and event implementation. Contracted wellness service provider(s) (white boxes) will administer and support the LIVEwell Wellness Program by: (1) creating and implementing participant engagement strategies, and (2) creating the website platform that will engage members and collect data for analysis to drive goals, strategies, and improved member outcomes.

JLMBC

Program Management

(Wellness Coordinator)

Vendor Contracts & Management

Stakeholder Outreach, Management, Reporting

Team Management

Champion Network Oversight

Admin, Budget & Reporting

Industry/Conference Representation

Event Coordination & City Liaison

(Wellness Analyst)

Event Schedule, Prep/Corrdination

Hosting

Logistics, including rooms, permits, etc

Materials (Ordering and Inventory)

Strategy, Goals

Department & Champion Liaison

Engagement

Marketing/Branding/ Tools (incl website)

Strategy, Plan

Materials Standards, Design &

Content

Research (Satisfaction, Concept Testing, etc.)

Communications (Strategy, Standards,

Annual Calendar, Delivery)

Wellness Event Planning, Calendar, Vendors, Etc

Marketing Tracking & Analytics

Information & Technology (IT)

IT Design, Processes, Systems

Data (Collection, Processing, Storage,

Integration, Benchmarking)

Output/Tools Dashboards, Scorecards,

Reports

Program Results Analysis

Website

Develop and Host Website

Core Components (Assessments, Challenges, Tracking, Self Help Tools,

On Demand, Data)

Custom Components, Integrations

Usage Analytics

User Engagement Implementation

Content Management

Wellness RFP Review Process

The RFP Evaluation includes the following components.

Written Proposal Review: The review panel, consisting of Personnel Department Employee Benefits Division staff members, reviewed and rated the written proposals. Consultants Joan Centanno (FUSE Executive Advisor) and Robin Rager (Keenan Associates) provided technical assistance in review of the proposals.

Performance Examinations: Each vendor met with the review panel for in-person performance examinations as follows:

The performance examination for the two companies that bid on Engagement Administration only (14-Forty and Kitchen Table Consulting) focused on their knowledge of and experience in providing event and engagement oversight and marketing services.

The performance examinations for the four companies that bid on both Engagement Administration and Website and Data Management (American eHealth, Cerner, InJoy and Limeade) focused on their knowledge of and experience in providing event and engagement oversight and marketing services, and a demonstration of their respective web platform and data integration capabilities.

Client Review: Staff contacted each vendor’s current and former clients, contact information for which the vendors were required to provide in their written proposals.

33


34

Distinguishing Service Model: • Locally-based advertising and graphic design

company. • Experience is in branding and promotions. • Would provide executive oversight for all

phases of event planning and coordination. • Does not offer own web platform. Key Facts: • Based in Los Angeles (Silver Lake). • Established in 1996. • 41 employees in 2016.

Distinguishing Service Model: • Program engagement company staffed with

healthcare, technology, and law enforcement professionals.

• Client base is mostly current or retired sworn law enforcement officers.

• Services target mitigating existing health conditions.

• Provides individualized condition management service using biometrics testing.

• Web platform needs development to serve larger scale clients.

Key Facts: • Based in Las Vegas, NV. • Established in 2013. • 18 employees in 2016.


35

Distinguishing Service Model: • A holistic company who focuses on a

person’s overall health and well-being. • Integrates technology to deliver health and

wellness, employee engagement and workforce development solutions.

• Web platform is customizable and game-based, focused on engaging participants.

Key Facts: • Virtual headquarters in Las Vegas, NV.

Local office in Glendale, CA. • Established in 2013. • 7 employees in 2016.

Distinguishing Service Model: • Health care information technology

company. • Has a health care based web platform. • Event experience is in health and open

enrollment fairs. • Would provide Health Performance

Management plan to improve members’ clinical outcomes.

• Marketing subcontractor has branding experience in public sector, but no experience in Wellness programs.

Key Facts: • Based in Kansas City, MO. • Established in 1979. • 737 individual client organizations

worldwide. • 24,296 employees in 2016.

Service Provider Overview

36

Distinguishing Service Model: • An engagement company focusing on inspiring

commitment for change in behavior and culture towards overall well-being.

• Offers a fully integrated web platform , software, and communications framework to engage members.

• Goal is to inspire commitment using challenges, events, and social recognition to improve well-being and create behavioral change.

• Proprietary platform is customizable and designed to engage participants and collect data.

Key Facts: • Based in Bellevue, WA. • Company in existence over 10 years. • 190 employees in 2016. • 176 clients including the State of Washington and

the Montana University System (MUS).

Distinguishing Service Model: • Locally-based consulting firm with

experience guiding and supporting public sector clients.

• Services will be mostly from consulting capacity. Will organize, coordinate, manage, and staff Wellness activities and programs.

• Would subcontract with engagement staff. • Leverages third-party web-platform to

collect data and run analytics.

Key Facts: • Based in Los Angeles. • Founded in 2011. • Currently has 5 employees. • Currently has 10 clients.


Staff recommends Limeade based on the RFP scoring and these highlights.

Limeade is a full service, experienced wellness provider with extensive wellness engagement expertise built on behavior science. Limeade staff have advanced degrees (PhDs or Masters) in Organizational Psychology, Statistics, Psychometrics, Human-Computer Interaction, and Information Technology.

Limeade’s proposal includes in-house resources [e.g., Marketing Director, Two Engagement Managers and Local Reps] to develop targeted, user-driven content with a holistic approach. Committed to behavior change through root cause analysis, Limeade is well-suited to help the City achieve its mission of a healthier employee population and building a culture of wellness.

Limeade utilizes a sophisticated, dynamic platform and capabilities. Building from a comprehensive, turnkey solution, Limeade would customize its proprietary web platform for City needs.

(Continued)

37


Limeade will establish a customized, automated, and sustainable web platform that will integrate data, and apply its “smart hub” software which learns as it goes and delivers custom user content. Limeade has a long-term vision for applying resources and technology.

At the same time, Limeade delivers an inviting, engaging, and accessible platform that is continually refreshed, with a highly interactive and personalized user experience. Limeade demonstrated its effective experience with public sector employees increasing program participation.

The JLMBC has the option to invite Limeade for an interview and presentation prior to making a final recommendation.

If the JLMBC makes a recommendation to select Limeade to the Personnel Department, agreement to contract would be subject to additional negotiation over specific terms and conditions.

38

Organizational Strength & Plan Sponsor Services

40

Organizational Strength & Plan Sponsor Services 200 Points Possible


163 Points 166 Points 166.5 Points 172 Points 168.5 Points 190.5 Points

41


Firm Overview


• Advertising and graphic design company providing customized marketing campaigns.

• Formed in 1996. • Has several global and

national clients.

• No regulatory or legal actions pending.

• $6.9M revenue and $1.66M profit from 2014 to 2016.

• Collects Personal Health Information (PHI). Cloud database and file transfer is HIPAA compliant.

• Program engagement company with a team of healthcare, technology, and law enforcement professionals.

• Formed in 2015. • Currently has 3 on-going

projects.


• No stated revenues or profits from 2014 to 2016.

• Collects PHI. Has a 5-point HIPAA compliance plan.

• Healthcare Information Technology (HCIT) Solutions company.

• Focus is on optimizing clinical and financial outcomes.

• Formed in 1979. • Currently has 737 clients

globally.


• $4.7B revenue and $790M profit in 2016. Increased both per year since 2014.

• Will provide HIPAA solutions and services for compliance after contract is signed.

• Virtual company integrating technology to deliver health and wellness, employee engagement and workforce development solutions.

• Formed in 2013. • Variety of private and

public sector clients in the US, but did not state specific numbers.

• No regulatory or legal

actions pending. • Made $723K in 2016

but did not specify whether revenue or profit.

• Indicated they do not store PHI so no HIPAA compliance is required.

• Consulting firm. • Focus is on guiding

and supporting members through health-based choices and behaviors.

• Formed in 2011. • Has 10 clients serving

four states.

• No regulatory or legal

actions pending. • $850K revenue and

$350K profit in 2016. Increased both per year since 2014.

• Unclear if firm collects PHI. No detailed HIPAA plan provided.

• Focus is on integrating software with well-being, engagement, and social recognition to create behavioral change.

• In operation for over 10 years.

• Has 176 national and international clients with 1.8 million participants.


• Does not disclose financials publicly.

• Collects PHI. All aspects of Limeade technology are HIPAA compliant.

42

Organizational Strategic Plan 14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

• Organizational strategic plan is to leverage its many connections with outside providers and bring in complementary resources when necessary for rapid deployment of services customizable to the client’s needs.

• Organizational strategic plan is to control its company growth based on its capabilities to serve existing base of clients/participants.

• Organizational strategic plan is to drive growth through initiatives outside of the health care information technology market in the next decade.

• Did not indicate an organizational strategic plan, but rather stated its goal is to establish a sense of community and achieve behavior modification through an online dashboard that is designed and implemented on an innovative platform.

• Organizational strategic plan is to work with clients, health plans, and policy makers to influence how prevention and healthy behaviors are integrated into health care.

• Organizational strategic plan is to increase revenue by 25% or more over the next three years, while maintaining company commitment to employee well-being and engagement.

References 14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

• Provided one private sector reference with 600 employees.

• Reference indicated 14-Forty is one of four agencies used for marketing services since 2013, and though small, the reference believes the firm has more energy and creativity than the bigger agencies.

• Two public sector references with 250 and 50 sworn employees respectively, providing condition management program for clients.

• References indicated vendor provides “one-on-one” service, is accessible, and communicates well.

• Two public sector references with 1,128 and 450 employees respectively, providing on-site health center for one and wellness portal for the other.

• Indicated Cerner staff relates to customers well, and mobile app is antiquated but will be updating.

• Two private sector references with 1,900 and 250 employees respectively.

• References stated Injoy is able to positively change employee behaviors and that platform is very customizable.

• Two public sector references with 220,000 and 19,000 employees respectively, one of which is a health care provider.

• References indicated vendor has unique ability to analyze situations and provide recommendations tailored to clients.

• Two public sector references with 137,000 and 8,000 employees respectively.

• References indicated firm has commitment to behavior change, is constantly updating products and capabilities, and has robust platform.


Engagement Administration: Event and Engagement Oversight and

Marketing Services

44


200 Points Possible


116.5 Points 117.5 Points 112 Points 153.5 Points 144.5 Points 158.5 Points

45


Customization & Population Research 14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

• Looks to mitigate the need to customize projects through pre-planning, and indicated additional costs may result from customization.

• Research for engagement design ranges from surveys to focus groups done either online or through personal interviews.

• Detailed labor intensive event planning and oversight responsibilities. Proposing to mitigate costs through trade booth sponsorships (an unlikely option for the City).

• Uses survey, focus groups, and activity evaluations in conducting research for engagement design.

• Relies on its Health Navigation portal to create health-based engagement such as health screenings and physician visits.

• Will provide City with team of Health Navigators to assist in developing events for the City. No additional cost for staffing.

• Has an overall Health and Wellness Engagement Manager who manages strategic vision and leverage its partnerships with multiple Wellness professionals (i.e. fitness, yoga, and dance instructors; chefs; dieticians; and massage therapists).

• Will be able to provide custom events depending on needs of client.

• Strategic Wellness Consulting provides on-site and online programs; Wellness Program Framework, Design, Implementation & Management; Wellness Committee Management; Communications and Messaging; Leadership Engagement; Data & Analytics.

• Has extensive experience in customizing events, and will bill hourly if changes are made after finalizing plan.

• Recommends two on-site Engagement Managers to serve as overall strategic leads and liaisons and coordinate and implement City’s Wellness initiatives and integrate local resources.

• States that most engagement challenges are done quickly and easily through its web platform.

46

Communication Strategy 14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

• Promotion and engagement would be based on knowledge acquired combined with own insights and experience.

• Would communicate both electronically and through mail or flyers.

• Individualized approach which includes in-person presentations to each Department’s management and labor unions.

• Will form a joint task force to identify existing work conditions that negatively impact employee health.

• Would conduct strategic marketing discovery, planning and alignment session to understand the City.

• Goal is to identify the audience to build, customize, and tailor brand.

• Health Navigator would be Cerner staff to serve as the initial point of contact relating to all matters about the Cerner Wellness portal; collects data based on short surveys.

• Strategy is to combine elements of gamification, recognition, appreciation, and rewards to maximize participation, engagement, and retention.

• Strategy is to offer a big picture communication system (timelines and calendars); make easy “call-to-action” items through quick start guides, step by step scenarios, and FAQ’s; and reinforce the call to action using variety of media and sequencing.

• Has a multi-pronged approach to communicate including invitation email to recruit participants; platform driven smart notifications; SMS texts; smart applications notifications; and custom communications materials from Limeade Communications Tool Kit.


47


Resources for those with Access Barriers 14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

• Did not identify specific resources or plan to address language barriers.

• Would create “office hours” for employees with alternative work schedules.

• Would provide education regarding where free internet access is available, and explore partnerships with organizations to provide internet access.

• Would conduct research to determine top 5 most popular second languages; and identify/utilize existing City and labor union resources to address language barrier issues.

• Would communicate via text, telephone, or mail; and assist in creating e-mail accounts.

• Would provide 24/7 support to those in remote worksites , and would also work with labor unions.

• Offers print material available in English, Spanish, Chinese, Korean, Vietnamese, and Tagalog.

• Have provided health screenings in remote areas.

• Did not discuss how to address alternative schedules and lack of internet.

• Translation for presentation material is available. No detail or any additional cost is provided.

• Mixed media marketing such as flyer distribution, videos through internet or DVD, email campaigns, and in-person events to serve alternate work schedules and work locations.

• Online platforms are available 24/7 via any device (phone, tablet, etc.)

• Would leverage Wellness champions and committees, engage employee organizations and labor groups to communicate available services.

• Leverages smart phones and use of computer stations to address remote worksites and alternative schedules.

• Would determine if materials need to be translated into other languages.

• Has three types of mobile-enabled interactions along with a Limeade application for iPhone and Android to reach alternative schedules and remote work sites.

• Smart email notifications are available in Spanish, Chinese, Japanese, German, Korean, Italian, French and Portuguese.

• Communication Tool Kit information is available in Spanish and French.

48

Examples of Services 14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

• Client: City of Cudahy. Provided Healthy Cities initiatives from 2007-2008 including health fairs, nutrition education, enrollment assistance, and online resources.

• Client: Contra Costa County. Implemented 13 health resource initiatives on behalf of foundations throughout California to provide resource guides, mobile website companion, and data tracking.

• Client: LA Police Protective League. Provided proof of concept biometric testing and health based educational material.

• Client: Sergeants Benevolent Association NYPD union. Provided program to mitigate pre-existing conditions.

• Client: Wyandotte County. Provided health fair and annual Wellness screening for 88 of its employees.

• Clients: City of Riverside & Unified Government of Wyandotte County/Kansas City, KS. Delivered health services providing health screenings and physician matching for members with medical conditions using Health Navigation, their health performance management plan.

• Clients: Zodiac, Hydraflow, and FMB. Provided Wellness program (nutrition, health, fitness, and stress reduction) trainings, events, online challenges, custom wellness training video, custom wellness platform with interactive dashboard, custom reporting, health fairs.

• Client: Bay Area Rapid Transit (BART) labor/ management. Facilitated wellness initiative development.

• Clients: County of Santa Clara and City and County of San Francisco. Served as advisor and mentor for respective Wellness Managers to provide strategic wellness consulting for onsite services (i.e. health fairs, biometric screenings, stakeholder management, wellness classes).

• Client: State of Washington (187,000 employees and 450 orgs.). Provided turnkey communication toolkits, and agency-specific challenges and activities. Educated, trained, and supported Washington’s 180 Wellness Coordinators.

• Client: Montana University System (MUS). Provided “Wellcheck” health screenings.


49

Staffing 14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

• Chief Marketing Officer will be liaison with City.

• Senior Engagement Director would be liaison for engagement and events issues.

• Senior Project Manager would handle branding and marketing.

• Executive Team will assist in selecting local hires and subcontractors to provide services.

• Executive Team will relocate to train, oversee, and monitor the local team and local vendors during the transition.

• Program Manager for Member Engagement Services would focus on client satisfaction and member experience.

• Four (4) Marketing Coordinators would be provided for strategy, graphic and web design, and member engagement.

• Senior Director of Health & Wellness Programs would provide vision and strategy.

• Director of Health & Wellness Programs would provide strategic and tactical support.

• Health & Wellness Coordinator would provide tactical support and coordination of partners and on-site logistics.

• Two (2) Engagement Specialists would provide on-site support.

• CEO will provide overall strategy and vision.

• Senior Wellness Consultant and Engagement Coordinator will be main points of contact.

• On-site Wellness Engagement Coordinator to be provided upon mutual agreement with the City.

• Specific members of account team will be assigned to the City as part of developing implementation strategy and customized resources.



200 Points Possible

50


149.5 Points 133.5 Points 145 Points 119 Points 158.5 Points 167 Points


51

Marketing Strategy 14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

• Would integrate with City’s existing marketing and creative materials wherever possible.

• Would rely on established relationships with non-profit organizations, health foundations, hospital systems, and physician groups for joint marketing initiatives, participation in partner events, and collaboration in policy and research analysis.

• Individualized approach to communications strategy by gathering input from City employees and labor unions.

• Firm board member will attend seminars to be kept up-to-date with Wellness topics.

• Campaigns will be infused into existing client tools (i.e. internet, website, emails) and print communications (brochures, flyers, posters) aligning with City’s culture.

• Proposing to develop and customize software to provide user-centered marketing strategy to support City.

• Strategy to promote participation, engagement, and retention by combining gamification, recognition, and appreciation.

• Would create a comprehensive brand standards manual/ e-manual with guidelines.

• Would design and oversee all marketing communications.

• Would support City’s objectives via behavioral science, industry experience, and analytical insights to build an effective program, a data-driven strategy, engaging visual interface, and incentives.

• Would present marketing approach and strategy during initial customer kick-off meeting to discuss timelines and deliverables.


52


• Standardized marketing materials within Kaiser organization for the Affordable Care Act campaign.

• Developed marketing campaign to increase Medicare Advantage Plus membership for Kaiser.

• Member retention campaign for Kaiser.

• Meal Portion Control and Meal Selection campaign for the Sergeants Benevolent Association NYPD.

• Energy Drink Consumption Reduction and Cessation campaign for LA Police Protective League.

• Cervical Degeneration Prevention campaign for LAPD Air Support Division.

• Campaign to launch the City of Lenexa’s Health Center.

• Health Coaching services for the State of Kansas to help empower members to manage, mitigate, or prevent disease.

• Onsite Health Center to assist patients to self-manage their conditions for Unified Government of Wyandotte County/ Kansas City, KS.

• Production, media planning, and branding for St. Joseph Health System.

• Subcontractor conducted research to brand all 70 Nekter stores.

• Subcontractor has worked with Children’s Hospital of Orange County (CHOC) for 15 years.

• Development of all marketing materials (i.e. program report, advertising, and information guide) in English and Spanish for First 5 Los Angeles and First 5 Ventura.

• Developed communications strategy, including use of testimonials, for Levi Strauss.

• Developed marketing communications for Jacobs Engineering Wellness programs.

• Collaborated to implement a Financial Fitness program for Price Waterhouse Coopers.

• Evaluated a health system’s mid-year metrics for health system using its software platform.

• Helped a new customer in creating a “Coaching is for Everyone” marketing campaign and integrating health plan with its platform.

Marketing Capabilities 14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

• Each supporting partner has over 20 years of healthcare related branding, marketing, and engagement experience.

• CEO has 20+ years of marketing and PR experience.

• 6 subcontractors to provide marketing, human resources consulting, temps, fitness centers.

• Has dedicated marketing team in health care related marketing services.

• Will subcontract with a local public sector branding firm.

• Will subcontract and partner with a full-service advertising agency.

• Will subcontract for branding and marketing design solutions, and for employee communications.

• Proprietary customer communications developed in-house through custom branding, automated notices, communications toolkit.


50 Points Possible

53


38.5 Points 39 Points 36.5 Points 46 Points 41 Points 47.5 Points


Staffing 14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

• Five local staff available, each with at least a Bachelor’s degree and two years experience in event staffing .

• One clinical person and one fitness person.

• Seven support staff housed in Downtown LA.

• Program Manager for Member Engagement Services , and two Marketing Coordinators.

• Did not address local staff. Trainers will come and conduct 4-week Wellness training.

• Two Engagement Specialist to provide on-site support.

• Will discuss with City to resource Engagement Coordinator.

• Two on-site Engagement Managers as overall strategic leads and liaison.

54

Capabilities 14-Forty American eHealth Cerner InJoy Kitchen Table Limeade

• Stated that it has experience in representing sponsors and organizations in events. Did not elaborate on its capabilities.

• Proposes to spend time with each Department to assess population health needs.

• Proposing to solicit sponsorships to offset service delivery costs.

• Health Navigators are onsite to promote health challenges, health fairs, and education sessions.

• Health Coaches assist to empower chronic members to self-manage conditions.

• Broad list of Subject Matter Experts (i.e. fitness, nutrition, chiropractors, herbalists, financial, yoga, massage).

• Over 100 different talks, seminars, workshops, and classes over broad range of topics.

• Multiple Subject Matter Experts (i.e. nutrition, fitness, stress management).

• Would provide Wellness Manager/ Wellness Coaches.

• Customer Success Team has subject matter experts with PhDs or Masters in Organizational Psychology, Statistics, Psychometrics, Human-Computer Interaction, and Information Technology.



• Promoted event for Center of Oral Health where school-aged children were given fluoride treatments.

• No public sector experience given.

• Worked with LAPD, NYPD, and Yonkers PBA providing similar services for condition management and prevention.

• For Wyandotte County/Kansas City, KS, provided Health Coaching to empower chronic members to self-manage conditions and prevention; and Health Performance Analysis and Reporting, with data collected from Wellness, claims and healthcare provider data points, but did not elaborate.

• Did not identify clients, but indicated they’ve provided Lunch & Learns; Interactive Wellness workshops; seminars; rallies; health fairs; training and coaching sessions for customers.

• Stated they do not have public sector experience.

• Strategic Advisor for Anthem California’s Wellness Advisor.

• Mentor to County of Santa Clara Wellness Manager and staff.

• Staffed Kaiser with on-site engagement members

• Managed, coordinated, supported health fairs, biometric screening and educations sessions for Santa Clara County and City of San Francisco.

• For Montana University System (MUS), provided Business Insights and Marketing Team support; and access to the proprietary Insights Dashboard, Communications Toolkit, and Admin. Dashboard.

55

Website and Data Management


200 Points Possible

57


129.5 Points 137 Points 138.5 Points 182.5 Points


58

Proprietary Web Platform


• American eHealth does not have an existing proprietary platform.

• It will incorporate several different partner platforms to create a wellness tool that is dependent on individual devices which track participation, biometrics, and progress.

• Would architect the scope, then hire ten positions from local subcontractors e.g., systems analyst, for project management and coding responsibilities.

• Cerner has an existing proprietary platform.

• The Cerner Wellness Portal provides a personalized web experience.

• In-house staffing includes a Program Manager, Marketing Coordinator/Lead Graphic Designer, and two additional Marketing Coordinators.

• InJoy has an existing proprietary platform.

• Offers a robust, customizable, interactive online platform that includes neuroscience, positive psychology, and uses gamification to maximize engagement.

• Development team consists of a core team of seasoned programmers. No further details on roles or existing staff.

• Limeade has an existing proprietary wellness focused platform.

• Offers a visually inviting, engaging, and accessible platform using a smart hub technology that “learns” about participants over time and relies on that personalization as the foundation for driving sustained engagement.

• In-house staffing includes an Implementation Project Director, Solution Engineer, and Product Specialist.


59

Technical Support Staff

American eHealth Cerner InJoy Limeade • Stated it has team of three

content generation professionals, university graduates who have been involved in campaigns for the last three years.

• No existing platform that integrates engagement and tracking data.

• It stated that it would create web tools that may function as stand-alone items and/or can be integrated to collect and place data into databases. Data can then be called upon for reporting purposes.

• Stated its health content provider, Healthwise, incorporates extensive content and educational tools into the platform.

• Does not describe Healthwise or its sourcing for content.

• Has existing platform that integrates engagement and tracking data.

• Has capability to integrate data from variety of popular health applications, devices and wearables into the Cerner Wellness platform.

• Population health management platform, HealtheIntent, aggregates and normalizes data across a variety of sources.

• Indicated its New Product Development Team creates fresh website content but did not describe how it is developed.

• Has existing platform that engagement and tracking data.

• Is able to track everything that is done through the platform which provides quantitative and qualitative data in real time.

• Updates content continually and cites a variety of evidence-based, peer-reviewed third party sources e.g., Mayo Clinic, Centers for Disease Control, American Heart Association.

• For internally developed content, advisors with the following qualifications validate Limeade's content: MD, PhD Clinical Psychology, Med Sport and Exercise Psychology, ACSM & NSCA fitness certification.

• Has existing platform that integrates engagement and tracking data.

• Tracks website utilization with metrics such as registration, weekly engagements, time on site, page-views and other metrics.

• Has mobile connectivity with over 80 activity tracking devices.


60

Mobile Application Capabilities

American eHealth Cerner InJoy Limeade • Utilizes mobile app for

registration purposes and wellness specific functions.

• HealthyNow, Cerner’s mobile app, is the mobile complement to the Cerner Wellness Health Portal.

• Stated that its suite of mobile engagement tools allows for easy access on the go.

• Stated that its mobile and website experience are highly consistent and allow for ongoing updates to be immediately integrated across all platforms.

• Mobile optimized website includes push notifications and a fully gamified platform.

• Designs its web application with mobile first in mind; mobile and PC platforms share the same core user flow experience.

• Its mobile-optimized web experience features an HTML 5.0 responsive design and 95% of PC functionality.

• Mobile app has a consistent user experience regardless of device.

61


200 Points Possible


163.5 Points 178 Points 171 Points 192.5 Points

62


Data Warehouse & Integration


• Would rely primarily on 3rd party vendors for data warehouse and integration/sharing data.

• Stated that it recommends using Salesforce as the base of the data management application. Salesforce is a contact management platform with cloud-based applications for sales, service, and marketing.

• Data transmissions occur via online integration.

• For external warehousing, data is sent via Application Programming Interface (API) interface to the receiving entity.

• Extensive experience and in-house capabilities for data warehouse and integration/ sharing data.

• HealtheIntent: is a cloud-based platform designed to support the needs of large, complex organizations that leverages the increasing amount of data being captured as the health care industry is being digitized.

• Offers a web services based Application Programming Interface (API) that enables member management, some data upload and some read capabilities.

• Relying primarily on 3rd party vendors for data warehouse and integration/sharing data.

• Server management and hosting is outsourced to Amazon Web Services (AWS) and Cloudnexa.

• Data transmissions are encrypted with HTTPS connections.

• Data processing is performed in-house, while development is done remotely by contractors.

• Extensive experience and in-house capabilities for data warehouse and integration/ sharing data.

• Constructed a documented REST-style open web Application Programming Interface (API) solution, allowing customers, partners, and third-party applications to exchange data and workflow.

• Data integration is performed in-house and has performed nearly 250+ integrations to send and intake data files for verified participation in activities, eligibility feeds, and biometric data feeds.

63


Data Management


• Website and data management staff will consist of an on-site project director and systems analyst for consultation, demos, discovery sessions, and status meetings.

• Can produce any data or reports the City would like against any data element within the database.

• Stated it cannot commit to specific website and data management team members for project management, oversight, coaching services, or implementation until closer to contract award date.

• Can deliver on-demand reports through Reporting Services that include 130+ report options, as well as monthly or quarterly reports from the Wellness Center dashboard.

• Offers Wellness and Health Promotion (WHP) reports which is an NCQA accreditation.

• Stated that the back-end team will consist of a programming lead and 2-3 team programmers, and testing and support will be shared by its support team to provide full coverage.

• Not many details were provided.

• Stated it would analyze and report to any specifications needed with near limitless ability to create custom reports.

• Stated the website and data management team will consist of a Solution Engineer who works with its Sales Director, Strategic Account Executive and the customer to create the integration strategy.

• Stated that the Insights Dashboards are self-service, available in real-time

• Would produce customized reports that can be generated by using the demographic filters to view aggregate metrics for any subset of the population.

64



Performance Exam: Engagement Administration Summary Scoring & Findings

150 Points Possible


200 Points Possible


112.5 Points 135 Points 176.25 Points 180 Points


14-Forty American eHealth Cerner InJoy Kitchen Table Limeade • Demonstrated

understanding of creative and marketing strategy.

• Discussions were limited to marketing communications and promotions of programs.

• Showed understanding of diversity of LA City employees.

• Demonstrated a “Wellness Program” for 250 LAPD officers addressing weight loss, sleep activity, and blood pressure.

• Part of program design relies on sponsorships from manufacturers like Proctor & Gamble, and trade show revenues.

• Platform is not a fully-developed Wellness engagement platform. Does not demonstrate that it is scalable for City population and a comprehensive Wellness Program.

• Not offering a clear engagement strategy.

• Did not have incentive program or strategy proposal. Rather, it will seek direction from City.

• Will customize program and work with City once LIVEwell Wellness team defines success.

• Portal is health care-based more geared toward condition management and plan enrollment.

• Demonstrated understanding of holistic approach for long-term success.

• Demonstrated understanding of reinforcing and celebrating successes to maintain platform engagement.

• Demonstrated a fully-integrated, interactive, user-friendly platform that is customizable to fit the LIVEwell Program/brand.

• Platform uses gaming components for attraction and participation.

• Had difficulty in addressing questions regarding defining a goals-driven strategy with measurable outcomes.

• Was not able to demonstrate marketing capabilities despite marketing subcontractor being present.

• Discussing leveraging third-party platform to support engagement strategies.

• Demonstrated a clear engagement plan focused on successful outcomes and based on a holistic approach. Clearly stated that the approach is not clinically focused.

• Demonstrated clear communications plan and marketing strategy.

• Demonstrated a fully-integrated, interactive, user-friendly platform that is customizable to fit the LIVEwell Program/brand.

65


66

American eHealth Cerner InJoy Limeade • Demonstrated the ability to

incorporate several different partner platforms to create a tool for an individually tailored wellness program.

• Was unable to demonstrate reporting tools as compared to the other vendors.

• Did not discuss using its platform for engagement administration.

• Discussed a web vision of enabling the City to provide a branded experience that empowers individuals to manage their health through technology.

• Demonstrated a wellness portal that focused on the delivery of health care through completing a Health Risk Assessment, attending screening events, and condition management.

• Provided a web vision of accessibility and usability representing a wellness model that encompasses mind, body, and spirit.

• Demonstrated a user-friendly platform focusing on gaming to attract user participation and engagement.

• Demonstrated the ability to measure qualitative and quantitative data, but appears to have limited reporting.

• Described a clear web vision that will support the evolution of the City’s wellness goals and a longer term plan for applying resources and technology.

• Demonstrated a “turn-key” fully-integrated, user-friendly, customizable platform.

• Indicated the ability to gather and integrate data from third party partners (i.e. health care providers) and produce data and analytics.

• Demonstrated much more robust data reporting services than the other firms.


200 Points Possible

67

ENGAGEMENT ADMIN ONLY BUNDLED ENGAGEMENT/WEBSITE & DATA

Fee Summary 14-Forty Kitchen Table American eHealth Cerner InJoy Limeade

Per Member Per Month Fee None Provided None Provided None Provided None Provided None Provided $3.03 (25,000 employees)

Annual Cost: Admin/Engagement None Provided None Provided $2,032,000 $1,371,000 $1,230,000 None Provided

Annual Cost: Website & Data None Provided None Provided $1,065,000 $387,000 $1,895,000 None Provided

Annual Contract Maximum – Year 1 None Provided $750,000 $3,097,000 $1,758,000 $2,975,000 $1,209,000


44 Points 76.5 Points 126 Points 87.5 Points 160 Points 177.5 Points

Wellness Engagement Administration (all six vendors)

Website and Data Management (four vendors)


84 Points 165 Points 75 Points 187.5 Points

joint labor-management benefits committee...engagement administration: establish livewell as a...

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