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Strictly Confidential
Contents
1.
2.
3.
4.
5.
6.
INTRODUCTION ................................................................................................................................................................. 2
1.1.
BACKGROUND ........................................................................................................................................................ 2
1.1.1. The Druker Center for Health Systems Innovation ..................................................................................................... 2
1.1.2. Purpose of This Document ........................................................................................................................................ 3
1.1.3. Confidential Information ............................................................................................................................................. 3
THE LINKAGES SYSTEM .................................................................................................................................................. 3
2.1
DESCRIPTION OF LINKAGES ......................................................................................................................................... 3
2.2.
DESCRIPTION OF LINKAGES COMPONENTS ................................................................................................................... 4
linkAges Personal Profile..................................................................................................................................................... 4
linkAges Timebank .............................................................................................................................................................. 4
linkAges Connect ................................................................................................................................................................ 4
linkAges List ........................................................................................................................................................................ 4
2.3.
LINKAGES DEPLOYMENT ............................................................................................................................................. 4
RFI - OUR REQUIREMENTS .............................................................................................................................................. 5
3.1.
PROJECT INTRODUCTION............................................................................................................................................. 5
3.2.
OUTSOURCING OBJECTIVES ........................................................................................................................................ 5
3.3
IT SERVICE OVERVIEW ................................................................................................................................................ 5
3.4.
SYSTEM ARCHITECTURE ............................................................................................................................................. 5
RFI SCHEDULE .................................................................................................................................................................. 7
4.1.
SCHEDULE ................................................................................................................................................................. 7
4.2.
ADMINISTRATIVE REQUIREMENTS................................................................................................................................. 7
4.2.1. RFI Coordinator ...................................................................................................................................................... 7
4.2.2. Response Preparation Instructions ......................................................................................................................... 8
RFI RESPONSE.................................................................................................................................................................. 9
5.1.
OVERVIEW OF INFORMATION REQUEST......................................................................................................................... 9
5.2.
RESPONSE DETAILS .................................................................................................................................................... 9
5.2.1. General Information ................................................................................................................................................ 9
5.2.2. Vendor Point of Contact ......................................................................................................................................... 9
5.2.3. Ability to Deliver Required Services ........................................................................................................................ 9
5.2.4. Expertise in the Required Services ....................................................................................................................... 10
5.2.5. Competency ......................................................................................................................................................... 11
5.2.6. Proprietary Products, Solutions or Tools of Relevance ......................................................................................... 12
5.2.7. Costs and Fees Structure ..................................................................................................................................... 12
5.2.8. Additional Information ........................................................................................................................................... 13
5.3.
RESPONSE REVIEW PROCESS ................................................................................................................................... 13
5.3.1. Review Process.................................................................................................................................................... 13
5.3.2. Clarification .......................................................................................................................................................... 13
5.3.3. RFI Response Presentations and Demonstrations ............................................................................................... 13
THE TENDERING PROCESS & RULES .......................................................................................................................... 14
6.1.
INITIAL RFI ............................................................................................................................................................... 14
6.2.
COMMUNICATION DURING THE TENDER PROCESS ...................................................................................................... 14
6.3.
RFI RESPONSE CRITERIA .......................................................................................................................................... 14
Request for Information Outsourced Development Partnership: Palo Alto Medical Foundation Innovation Center
August 1, 2014, v1.0
Strictly Confidential
1. Introduction
This document presents a Request for Information (RFI) issued by the Druker Center for Health Systems
Innovation (IC) at the Palo Alto Medical Foundation, an affiliate of Sutter Health (SH).
The IC seeks responses from suitably qualified organizations interested to contract to be the technical
development partner for the ICs linkAges System, which supports successfully aging in the community. A
number of components of this system are already in place and being used operationally, while work on
other components is yet to be commenced.
The developer will have responsibility for continued development of existing components, the
development of new components, interfacing to new third-party systems and ongoing maintenance of the
deployed applications and the system platform.
The system has been developed using PHP, MySQL and Joomla. Some components run on .Net / SQL
and may need to be migrated to PHP / MySQL.
1.1. BACKGROUND
1.1.1. The Druker Center for Health Systems Innovation
Palo Alto Medical Foundation (PAMF) is an affiliate of Sutter Health, and over the course of its 80-year
history, PAMF has earned a national reputation for innovation. PAMF was the first large medical group
practice in California to use electronic health records and the first in the country to enable patients to
easily access their records through the MyChart patient portal. Today, more than 80% of PAMF's patients
use My Health Online, a web and mobile-enabled tool for managing their health and communicating with
physicians. PAMF clinical care teams were early adopters of state-of-the-art technologies, such as
outpatient radiation treatment for cancer and cardiac magnetic resonance imaging (MRI), prior to these
tools becoming standard best practice for providers nationwide.
Sutter Health as it is today was created through the January 1996 merger of Sacramento-based Sutter
Health and Bay Area-based California Healthcare System. The foundation of Sutter Health began taking
shape well over 100 years ago, as independent hospitals opened to meet the health care needs of their
local communities. The Sutter Health System is made up of five regional affiliates, with an active process
to create One Sutter currently being implemented.
In 2010 PAMF established the Druker Center for Health Systems Innovation (IC). Its mission is to act to
invent, catalyze and deploy breakthrough innovations as a partner in advancing the health and wellbeing
of communities. We apply human-centered design and leverage technology to create scalable solutions
that address the pressing health challenges of our time.
With Baby-Boomers now turning 65, America faces an unprecedented demographic shift that will force the
health care industry to rethink how we address the needs of older adults. To effectively address the health
of populations under the Affordable Care Act, the next-generation health system must reinvent itself as a
community health partner. Seniors have special needs. A mobile society often leaves families dispersed,
resulting in many seniors living in isolation where loneliness and a lack of ability to get support for critical
activities of daily living provide barriers to aging successfully within the community.
To address these issues, the Druker Innovation Center created linkAges, a new, community-based,
multigenerational network designed to engage and activate existing resources within communities to
improve the health and wellbeing of seniors and family caregivers.
Request for Information Outsourced Development Partnership: Palo Alto Medical Foundation Innovation Center
August 1, 2014, v1.0
Strictly Confidential
Each party recognizes and agrees that the Confidential Information has been compiled, created and
maintained by special effort and expense of the other party.
Each party recognizes and agrees that disclosing or disseminating Confidential Information to a third
party will have a materially adverse effect on the other party and agrees not to disclose or disseminate
the Confidential Information to any third party. Except as necessary to perform its obligations
hereunder, each party shall not use, reproduce or draw upon the Confidential Information or circulate
it within its own organization.
Each party shall provide notice to the other party of any demand made upon it under lawful process to
disclose or provide the other party's Confidential Information. Such party agrees to co-operate with
the other party if it elects to seek reasonable protective arrangements or oppose such disclosure, at
the expense of the party that is seeking the protective arrangements or opposing the disclosure.
Any Confidential Information disclosed pursuant to such lawful process shall continue to be
Confidential Information, the access to such Confidential Information shall be limited to those persons
(i) only with a need to review such information for the purposes for which the disclosure was required,
and (ii) who agree in writing to keep the Confidential Information confidential.
Request for Information Outsourced Development Partnership: Palo Alto Medical Foundation Innovation Center
August 1, 2014, v1.0
Strictly Confidential
Scalable impact is key to the vision for linkAges, and to achieve this objective linkAges is deployed as a
system supported by a technology platform, made up of four components:
2.2. Description of Linkages Components
linkAges Personal Profile
A central component of the linkAges system, the Profile captures social wellbeing characteristics of
individual seniors and caregivers as well as their degree of support in daily life. This understanding is
applied to tailor their experience in the linkAges system and personalize resource offerings to be relevant
to their needs, wants and interests.
linkAges Timebank
The linkAges TimeBank is one component of the emerging linkAges system and is a mechanism to
connect neighbors and community members across all ages to advance the mission of successful aging in
community. Members of the linkAges TimeBank, including seniors and family caregivers, can address
personal needs through service exchanges with other members. The exchanges may also be focused on
personal interests and skills. In the TimeBank, everyones time and services are valued equally and the
culture of intentional reciprocity advances new possibilities for meaningful engagement within
communities.
linkAges Connect
How can we spot meaningful shifts in the social and physical health of seniors before its too late?
linkAges Connect attempts to do this by utilizing passive signals in the home (e.g., utilities/water usage
patterns) to prevent acute care incidents and support well-being by detecting indicators that something
might be wrong, so that an appropriate responder/caregiver can receive a timely alert.
linkAges List
linkAges List is a crowd-sourced resource referral web/mobile application that specifically addresses the
aging in place needs and interests of seniors and family caregivers. linkAges List will comprise searchable
listings of community resources, services and businesses, including attributes relevant for guiding decision
making, and supported by reviews of personal user experiences.
2.3. LinkAges Deployment
Pilot deployment of the linkAges system commenced in April 2013 in conjunction with select community
partners to support end user engagement and community uptake. Initial deployment focused on the
geographic footprint of the city of Mountain View, California. Mountain View was selected because of its
population of diverse ethnicities and incomes, active partner agencies, a supportive City Council, strong
neighborhoods and faith-based communities, and a significant and engaged senior population.
Based on the experience gained from this deployment, the IC is now extending deployment to other
geographically localized communities across the San Francisco Bay Area and to selected communities
outside Northern California. It is the ICs intent to accelerate operational deployment to build scaled use of
the linkAges System. The linkAges technical platform needs to be capable of supporting this rapidly
expanding scale.
The linkAges deployment model will continue to utilize community based deployment partners. To this end
it is critical to establish a toolkit that will support replication and adoption by diverse organizations, to
include the linkAges platform, evaluation findings, and a community engagement model.
Request for Information Outsourced Development Partnership: Palo Alto Medical Foundation Innovation Center
August 1, 2014, v1.0
Strictly Confidential
Partner with a vendor who has the skills, capacity and commitment to support the achievement of the
strategic mission for the linkAges system
Partner with a vendor who is able to realize the aggressive development roadmap for the linkAges
system, in particular the development, support and maintenance of the linkAges platform
Access vendors broad range of personnel resources for rapid time to market
Utilize vendor's local presence to ensure timely support of hardware and software problems as well as
limited training needs
Minimize the costs associated with the IT services described in this document
Capitalize on vendor's experience with these IT services to continually improve the efficiency and
effectiveness of these IT services
Request for Information Outsourced Development Partnership: Palo Alto Medical Foundation Innovation Center
August 1, 2014, v1.0
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Intelligent Engines
Data
Data
Signal Source
PAMFSLIST
Resource Matching
TIMEBANKING
Social Support
Development Platform
The preferred development platform is PHP / MySQL / Joomla, however the platform is currently
programmed in a range of architectures as follows:
Interface architecture make use of the following specified methods and standards:
Systems interfacing JSON / REST where possible or XML / SOA if a heavier-weight capability is
required
Mobile Capabilities
Access to certain parts of the System, in particular linkAges Profile, have been provided over mobile
technologies.
In this situation use has been made of the following technologies:
PhoneGap development framework
HTML5
Request for Information Outsourced Development Partnership: Palo Alto Medical Foundation Innovation Center
August 1, 2014, v1.0
Strictly Confidential
Hosting
The IC is responsible for hosting services. Currently the linkAges system is hosted with third party provider
BlueHost (http://www.bluehost.com). However we are in the process of migrating the system to hosting
within the Sutter Health Data center, using a LAMP stack.
4. RFI SCHEDULE
4.1. Schedule
Release of RFI
Vendor submissions Due by 4:00 p.m.
August 1, 2014
August 31, 2014
Vendor questions will be accepted and answered on a rolling basis. Sutter Health (SH) reserves the right
to update the RFI Schedule. Please contact the SH RFI Coordinator (contact information below) with any
questions on timing, logistics or content.
4.2. Administrative Requirements
4.2.1.
RFI Coordinator
Request for Information Outsourced Development Partnership: Palo Alto Medical Foundation Innovation Center
August 1, 2014, v1.0
Strictly Confidential
Vendor communications concerning this RFI should be directed to the Sutter Health RFI Coordinator listed
below:
RFI Coordinator
Physical Address
Mailing Address
Phone
E-mail
4.2.2.
Linette Fung
th
2350 W.El Camino Real, 5 Fl, Mountain View, CA,
94040
795 El Camino Real, Palo Alto, CA 94301
(650) 934-6978
FungL3@sutterhealth.org
We are requesting that vendors respond to the Request Detail (Section 4.2) listed in the criteria section of
this RFI. Vendors are also encouraged to provide any preprinted materials that address the information
requested.
Please provide your responses in Microsoft Word format to assist our review process. We value your time
and want you to prepare responses that are concise and brief.
Responses to this RFI should be submitted to the RFI Coordinator no later than August 31, 2014 at 4:00
p.m., Pacific Standard Time. Please do not cut and paste your responses into this RFI. Instead provide
your response as a separate document and include numbers referencing the Request Detail (Section 4.2)
RFI section to which you are responding. Only one electronic copy should be submitted.
SH prefers electronic responses to this RFI. Electronic copies should be submitted via e-mail. Please
submit responses to the RFI Coordinator directly, at the e-mail address above. The RFI Coordinator will
email an acknowledgement of receipt to the Vendor within one business day of receipt.
Cost of Response Preparation
Vendors will not be reimbursed for costs associated with preparing or presenting any response to this RFI.
Disclaimers
SH has issued this RFI solely for information and planning purposes, and the issuance does not constitute
a solicitation. The issuance of this RFI and your preparation and submission of information do not commit
SH to any contractual relationship, directly or indirectly. The representations made by you (the Vendor) in
your response will be considered material representations of fact upon which reliance shall be placed if
SH decides to pursue a subsequent RFP or contract.
Response Property of SH
All materials submitted in response to this RFI become the property of SH. SH has the right to use any of
the information presented in any submitted materials.
Proprietary Information
Any information contained in the response that is proprietary or confidential must be clearly designated.
Marking of the entire response as proprietary or confidential will neither be accepted nor honored. Please
note that if you elect to provide pricing information to SH, such information cannot be designated as
proprietary or confidential. Marking pricing information as proprietary or confidential will not be honored.
Vendor Comments and Questions
Vendors may submit comments and questions to the RFI Coordinator by e-mail, prior to responding to the
RFI submission deadline indicated in the RFI schedule in Section 4.2. Responses to Vendor questions
will be sent via email to the named Vendor RFI coordinator. Modifications to the RFI that may result from
Vendor comments will be sent to all Vendors. Where there appears to be a conflict between the RFI and
any amendment or addenda issued, the last amendment or addendum issued will prevail.
Request for Information Outsourced Development Partnership: Palo Alto Medical Foundation Innovation Center
August 1, 2014, v1.0
Strictly Confidential
5. RFI RESPONSE
5.1. Overview of Information Request
The charter of the SH Innovation Center Team is to review all tool offerings and plan the SH integrated
web strategy. We seek to apply innovative, robust, secure, scalable and sustainable state-of-the-art
technologies, where these technologies make sense, to enhance our technology stack.
General Information
5.2.2.
Details
Vendors who intend to submit a response to this RFI should identify a single point of contact to ensure
that the Vendor receives all updates and communication regarding the RFI. Please provide the following
information to the RFI Coordinator identified in Section 4.1:
Key Information
Name of Vendor Representative
Title
Name of Company
Address
Telephone Number
FAX Number
Email address
Vendors website address
5.2.3.
Details
Please confirm your ability to provide each of the required services and provide narrative on you
capabilities and expertise in each area:
Request for Information Outsourced Development Partnership: Palo Alto Medical Foundation Innovation Center
August 1, 2014, v1.0
Strictly Confidential
Required Service
The development of new
linkAges system capabilities
The enhancement of existing
linkAges system capabilities
The possible migration of
existing components onto a
single development platform
(PHP, MySQL, Joomla)
Deployment of the linkAges
system to web and mobile
platforms
Management of the linkAges
MySQL databases
Project management of the
agreed development work
Communications with IC
development management
and staff
Management of
development and release
cycles
Management of Quality
Assurance
Management of support
tickets to respond to
application issues and
demonstrated ability to
provide high levels of
customer service in
response to these
Management of the
deployed applications in the
Production environment
Input and advice to
development planning;
optimal approaches to
achieve the desired result,
assuring platform scalability;
assuring the system makes
best use of available
technologies and is future
proof
5.2.4.
Able to
Deliver
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Y/N
Please provide confirm your ability to provide each of the required services and provide narrative on your
experience in each area:
Area of Experience
Your experience with the range of software
technologies as outlined above. PHP, MySQL, Joomla
Narrative
Length of experience
Request for Information Outsourced Development Partnership: Palo Alto Medical Foundation Innovation Center
August 1, 2014, v1.0
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5.2.5.
Competency
Narrative
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5.2.6.
Given the definition of required services identified above, please identify any products, solutions, or tools
you own that you would propose as being of assistance with solution delivery. For each product/solution
you identify, please provide the following information where applicable:
Feature
Product/solution/tool name
Product/solution/tool description: its features,
functionality, and capabilities
Product/solution/tool value to delivery of the required
services
Product History
Narrative
5.2.7.
Please provide detailed information on how you would price your services
Fee Structure
What is your preferred fee structure?
Narrative
Retainer
Flat fee
Time and materials
Combination or other
Project Manager
Technical Architect
Database Analyst
Developer
Quality Assurance
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August 1, 2014, v1.0
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Strictly Confidential
5.2.8.
Additional Information
Please provide any additional information that you would like us to be aware of:
Additional Information
Any additional value-added services you offer
Narrative
Review Process
SH RFI is issued with the intent to obtain information that provides guidance, which may be used in the
preparation of RFPs. SH staff, specifically the IC Technology and Product Teams, will review responses to
this RFI. Based on those responses, the IC Team will prepare and issue one or more RFPs.
5.3.2.
Clarification
To fully comprehend the information contained within your response to this RFI, the reviewing group may
seek further clarification on that response. This clarification may be requested in the form of a brief verbal
communication by telephone; written communication; electronic communication; or a presentation of the
response in a meeting with the SH Team.
5.3.3.
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August 1, 2014, v1.0
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RFI Respondents may be invited to present their response to the SH Team. The purpose of this
presentation would be to seek clarification of information contained within the response (as noted above);
to further explore issues raised; or to further meet the goals of the RFI.
If the SH Team desires a demonstration, the Contact cited in Section 4.2 will coordinate those
demonstrations with selected respondents.
Please direct all questions regarding response to the RFI via email to FungL3@sutterhealth.org.
Vendors will be invited to respond to the RFI based on an initial selection by IC. This selection is
based on our own research into service providers and our knowledge of the market.
The RFI will also be posted on our website for 4 weeks prior to the RFI response deadline and is open
for other vendors to respond to. Please confirm via email to FungL3@sutterhealth.org if your
organization is planning to respond.
Responses are to be received no later than 4pm on August 31, 2014
It is anticipated that all responses can be processed from the submitted documents, but if you would
like the opportunity to discuss the RFI or your response, then telephone or in-person meetings can be
requested by emailing FungL3@sutterhealth.org.
The submission of a response to any tender documents (RFI,RFP,RFQ,RFT,RFR) does not give rise
to any enforceable rights by the tenderer.
We reserve the right to cancel the tender process at any time prior to contracts being signed and
reserve the right to re-tender for the same requirements.
Any existing or potential conflicts of interest by the tenderers must be disclosed at the RFI stage.
During the tendering process all communications and questions should be initially addressed to
FungL3@sutterhealth.org.
All communications between SH and potential vendors shall be confidential. If invited to tender in the
next phase (RFP, RFT), then this will be subject to our separate NDA (Non-Disclosure Agreement).
The Vendor has shown they have access to a pool of resources with the appropriate skill sets to
deliver the required services for the project.
Resource costing estimates are in line with current market costs for the given skill sets.
The Vendor has demonstrated through references that they have successfully delivered similar
projects in the past.
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