Request for Proposals: HealthScore Online Portal

Jan 19, 2021 Massachusetts

Summary:

Conservation Law Foundation is seeking proposals from qualified contractors to assist in the creation of a new online portal for its HealthScore investment screening tool. In terms of functionality, the portal will integrate a WordPress website, an online survey, a lead qualification tool, and a login-protected document repository.

Timeline: Consultants should be available to begin work in February 2021. The project duration is expected to be approximately 5 months with a launch of the online portal in August 2021.

Due Date: Proposals are due no later than February 8th at 5pm through email to Andrew Seeder, aseeder@clf.org

Contact: Andrew Seeder, Senior Associate, Research & Metrics, aseeder@clf.org / 617-350-0990

Background and Mission

 Conservation Law Foundation (CLF) is the premier environmental advocacy organization in New England, forging lasting solutions to some of the toughest environmental challenges in the region. Since its founding more than 50 years ago, CLF has taken on powerful opponents who pollute the region’s air, land, and water. CLF has advocates on the frontlines of every New England state who use their deep local knowledge, legal acumen, and policy expertise to build a clean energy future and safeguard the health, quality of life, and economic prosperity of the people of New England. Since its founding, CLF has led such iconic battles as cleaning up Boston Harbor, stopping oil and gas drilling on Georges Bank, shutting down big coal throughout New England, securing the MBTA Green line extension as part of a groundbreaking Big Dig settlement, and giving teeth to the Clean Water Act to protect waters throughout the region.

CLF’s mission is to protect New England’s environment for the benefit of all people. We use the law, science and the market to create solutions that preserve our natural resources, build healthy communities, and sustain a vibrant economy.

CLF currently has 80 staff members and an annual budget of $16 million. The organization is headquartered in downtown Boston with regional offices in Portland, Maine; Montpelier, VT; Concord, NH; and Providence, RI. CLF currently outsources its information technology support to a third-party vendor. Other CLF staff that will inform this work are CLF’s Communications

Department and pro bono staff with marketing and product development expertise.

Context

CLF has worked with a cross-sector group of partners to build out an ambitious body of work aimed at accelerating the development of healthy neighborhoods in the New England region and nationally. To date, through the Healthy Neighborhoods Equity Fund (HNEF), a private equity fund focused on transit-oriented real estate development, we have catalyzed direct investments of

$21.5MM and leveraged an additional $144MM for healthy and equitable neighborhood development projects. We are preparing to launch two new investment funds totaling more than $70 million across all New England states.

As part of our investment process, we screen potential development projects for their community, environmental and health impacts. Our HealthScore tool has been used to assess the potential impact of 11 investments so far, with a significant revision to the tool to be released in 2020. The current tool is based on an Excel spreadsheet that calculates a score for each investment. HealthScore is a cross-disciplinary, mixed-methods decision-support tool that draws on data and expertise from multiple sectors and sources.

HealthScore is a powerful learning and communication tool for working with HNEF project sponsors to infuse health-promoting features into the investment project design and development process. That said, we have found that one of the values of HealthScore, in addition to its screening function for the HNEF Investment Committee, is the method we used to create HealthScore. The method for creating similar screening and impact evaluation tools is high- touch, time-intensive work. The method involves decisions based on finding group consensus through numerous facilitated meetings and data landscape scans.

With the HealthScore online portal, we aim to provide users with information about the HealthScore tool with case examples and offer a “readiness assessment” of whether a user’s organization is prepared to create its own custom impact screening and scoring tool using our method. With the support of the Robert Wood Johnson Foundation, we will be forming a cohort of organizations trained to use our method to assist investors in creating their own customized scorecards. The HealthScore online portal will also serve as a resource hub for these organizations.

The HealthScore online portal will be distinct from the CLF.org website, and will not need to be closely tied to the CLF brand. However, we will expect the contractor to work closely with CLF staff and communications contacts to ensure alignment in messaging and design where appropriate, and to establish links between the two websites so users can easily find more context about CLF research, investment and metrics work from the portal and so CLF web visitors can find the portal.

Purpose of the Online Portal

CLF is seeking a qualified vendor to guide and execute the development of an online portal using WordPress. We are seeking a consultant or team of consultants (“the consultant”) to work with key staff and partners to design, develop and launch the portal. As a nonprofit, CLF is interested in minimizing both upfront and on-going maintenance costs, and anticipates any solution will be cloud-based and built where possible on off-the-shelf tools and components and can be easily modified over time.

The purpose of the portal is to serve as a destination for community investors interested in learning more about how to measure the impact of their investments as well as to discover their readiness to create their own custom impact screening and scoring tool; and to serve as a hub for resources for a more deeply engaged cohort of organizations.

Scope of Work and Timeline

The consultant, with support from CLF staff, will deliver the following:

  1. Provide overall project management for the final scoping, development, testing, and launch of the online portal.
  2. Design, wireframe, and implement a landing page and user interface for the portal, with input from CLF staff on branding guidelines and other requirements.
  3. Implement core features of the HealthScore portal:
    1. Dedicated microsite with unique domain name, easily edited by CLF through a content management system.
    2. Lead qualification functionality, including readiness assessment survey.
    3. Account creation and secure user login.
    4. Secure document repository allowing individual and administrator access.
  4. Design and execute a two-phase user testing process.
  5. Iterate on initial design based on user feedback.
  6. Assess ongoing maintenance costs for the website.
  7. Launch online portal.
  8. Assist with post-launch troubleshooting, bug fixes, and support.

We expect these deliverables to be completed by August 31, 2021. The process for creating the product outlined below is offered as a suggestion for achieving the final product. We are open to hearing alternative ideas and methods for a work process. The current timeline is as follows:

          • February 2021: Conduct two 1-hour scoping sessions with key CLF staff and members of a training cohort. Reserve 6 hours to meet with staff member Andrew Seeder for more detailed scoping
          • March and April 2021: Confirm final feature list for wireframe of the portal; decide on technology platform; build wireframe alpha version of the portal.
          • May 2021: Complete one user testing design meeting where users will explore the landing page and overall user journey of the portal. Based on feedback, redesign the portal and functionality as necessary.
          • June 2021: Complete final user testing design meeting for final revision to the portal.
          • July and August 2021: Work with staff member Andrew Seeder to finalize online portal.
          • August 2021: Launch HealthScore online portal as a dedicated website.
      1.  

Project Support

 CLF staff member Andrew Seeder will provide day-to-day guidance and management of the development process, including administrative support for scheduling meetings.

Project Schedule

 The contract will run for 5 months, beginning on or around February 15, 2021, and continuing through August 31, 2021.

Consultant Qualifications

 The selected consultant will have demonstrated experience in WordPress website development. We are seeking a consultant with:

          • Experience at successfully leading a software development cycle and launching a WordPress website with similar functionality (e.g. online survey, lead conversion tool, and login-protected document repository);
          • Demonstrated track record with user testing;
          • Strong project management skills.

Proposal Submission:

 Please submit a brief summary of the contractor’s background, qualifications, and experiences in addition to a proposal of no more than five pages which includes the following:

  1. Experience with software development, including scoping, development, and launching of web applications, including integration of off-the-shelf components such as CMS (WordPress), forms packages integrated with CMS, triggered emails driven off form submission, document management and collaboration software.
  2. Approach, style, and process in creating web applications and revising the design based on user feedback.
  3. Your approach to end user and administrator training and documentation.
  4. An online portfolio of previous client projects.
  5. A detailed work plan or description of the activities to be conducted by the consultant/group in order to complete the requested scope of work, including:
    1. The specific activities to be conducted during each phase;
    2. A timeline for the activities during each phase;
    3. Milestones and deliverables tied to those activities, and
    4. A detailed budget for each stage, along with a proposed payment scheduled tied to project milestones and/or deliverables.
  6. Break down pricing structure for the various portions of your proposal, including any software licenses or subscriptions required.
  7. Provide brief bios of key individuals that will work on this project.
  8. Confirmation of the date available to engage in this scope of work.
  9. Name, address, URL, and telephone number of key contact. Include the name, title and e- mail address of the individual who will serve as agency’s primary contact.
  10. Include three references and at least two work products that reflect similar objectives and deliverables.

Note: The scope of work requested may be conducted by a single consultant, a consultant group or by a partnership of consultants. If a consultant group or partnership of consultants is proposed, the proposal should indicate who will serve as the point of contact for the purposes of this RFP and the engagement. If a consultant group or partnership of consultants is proposed to complete the scope of work, the proposal must indicate which activities each consultant will be responsible for as well as information about their level of expertise, knowledge and experience related to those specific activities.

Note that the successful bidder will be required to sign an appropriate non-disclosure agreement, including a prohibition on use of CLF’s intellectual property for any other purpose.

Please visit our website www.clf.org for more information about our work.

Important Deadlines for RFP Responses:

January 18, 2021

Release of Request for Proposals.

February 1, 2021

Confirm via email to aseeder@clf.org if you plan to submit proposal.

February 5, 2021

Submit any questions or clarifications in writing to aseeder@clf.org. Answers will be circulated to all declared applicants.

February 8, 2021

Submit proposal electronically to aseeder@clf.org

February 8- February 12, 2021

CLF proposal review and interviews.

February 15, 2021

Selection of final candidate/firm.

February 16, 2021

Anticipated start of contract and project kickoff

August 2021

Launch of portal

CLF Contact:

Andrew Seeder, Senior Associate, Research & Metrics

Conservation Law Foundation

Email: aseeder@clf.org / 617-350-0990