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RFP--Blood Pressure E-tool Evaluation, Heart and Stroke Foundation

1.    Mission Statement:

"The Heart and Stroke Foundation, a volunteer-based health charity, leads in eliminating heart disease and stroke and reducing their impact through the advancement of research and its application, the promotion of healthy living and advocacy."

2.    Confidentiality and Intellectual Property

Any information, other than information in the public domain, shall be considered as Confidential Information in this request for proposal.  Each recipient is entrusted to maintain its confidentiality in the same manner that is used to protect his/her own proprietary materials.  Information provided by each recipient will be held in confidence and will be used for the sole purpose of evaluating a potential business relationship with that recipient.  Confidential Information includes "personal information", which is information about an identifiable individual, exclusive of the name, title, and business address or telephone number of an employee of an organization.  HSFO and each recipient agree to comply with all applicable privacy laws, which include, without limitation, the Personal Information Protection and Electronic Documents Act (Canada).
All data, documentation, information, materials and intellectual property conceived, developed, created, or contributed to pursuant to the completion of the project in this request for proposal shall be owned exclusively by HSFO.

3.    Background Information

The Heart and Stroke Foundation of Ontario aims to build healthier hearts and minds across Canada by bringing life-saving knowledge to the communities we serve with education and resources. That's why the Foundation has developed a self management portal that is comprised of a few online tools to help users assess their risk of heart disease and stroke and better manage chronic health conditions such as high blood pressure.  The users may enter the online assessment through one of two branded streams:  

  • Through the Blood Pressure Action Plan (BPAP) - - designed for patients who are  already aware of a blood pressure risk factor
  • Through the Heart and Stroke Risk Assessment (HSRA) - - designed for the general public who may not yet be aware of key risk factors

The Blood Pressure Action Plan™ (BPAP)/Heart&Stroke Risk Assessment™ (H&SRA) is an online risk assessment which generates an action plan personalized for each user based on his or her risk factors as well as the readiness to make behavioural change-based on the transtheoratical model of behavior change. Depending on the number of risk factors each participant has, they can answer between 21 to 34 questions. Once a visitor completes the assessment, they are provided with a detailed action plan which includes a report of their risk factors and the option to sign up for ongoing email support and reminders. The Action Plan provides the consumer with practical and appropriate advice on making healthy lifestyle changes. Users who complete the risk assessment are offered an optional email follow-up service which provides consumers with ongoing stage-specific counseling.  These BPAP emails provide users with ongoing support to help them increase their readiness to make behaviour change or to maintain their new behaviours.

The online self-management portal of the BPAP, My Blood Pressure on Track, allows users to improve the self-management of their blood pressure by tracking their blood pressure readings over time, medications, and follow-up appointments with healthcare providers by entering all of this data online. The module has the capacity to send users reminders when it is time to renew their prescriptions, attend healthcare provider appointments and/or monitor their blood pressure. Users are able to print charts showing their home blood pressure measurements over time so they can compare their current blood pressure measurements to the target values specified by their healthcare providers and share this information with their healthcare providers. Users can also find and read informational articles about high blood pressure management; and keep track of their experience through personal, online journals (blogs).

4.    Project Scope and Purpose

The purpose of this Request for Proposal (RFP) is to solicit and select the most qualified partner to work with HSFO and its project suppliers to develop a multi-year, phased or iterative evaluation framework and logic model for the HSFO's online Blood Pressure consumer e-tool, My BP on Track, that could provide insights and guidance for resource enhancement and online project development  
It is anticipated that the evaluation framework will help the HSFO blood pressure team to:

  • understand the degree of changes to an individual's self-efficacy over time as a result of engaging in the online resources
  • understand the effectiveness of the online resources towards changing an individual's:
    • a)    knowledge base
    • b)    adherence to medication and HCP's recommendations
    • c)    awareness of health
    • d)    decisional balance
    • e)    social support
    • f)    motivation
    • g)    progress towards behavior change
  • Identify rates and determinants of repeat participation in a web-based health behavior change tool
  • Assess the likelihood of whether the resulting changes in self efficacy and decisional balance can be translated into health behavior, and further, to improvements in health status and then sustained in the long-term
Self-efficacy is described as a belief in one's capabilities to organize and execute courses of action required to meet given situational demands. Self-efficacy refers to personal beliefs of how well one can plan and carry out patterns of behaviour that may contain novel, unpredictable and stressful elements. Self-efficacy is believed to be specific to areas of life and setting and not related to a generalized feeling of success or control. The individual's confidence in their ability to perform a task determines those behaviours that they will engage in, how long they persist and the amount of effort they will expend to achieve their goals (Hurley & Shea, 1992).


1.    Evaluation framework
2.    logic model
3.    Final report

Proposal requirements include:

a)    Having an experienced evaluator as member on team   

b)    Demonstrate a combination of education and experience in evaluating online resources, and in particular, the evaluation of online resources intended to enable health behavior change

c)    Demonstrate a portfolio of recent evaluation work; and provide a brief recap of similar projects undertaken previously (please include contact information for 2 references)

d)    As part of project, allow or incorporate appropriate time to become familiar with the purpose of the project and develop a basic understanding of the target audience(s) and key theories the website is based upon.    

e)    Bio or CV of all team members

f)    Proposed fee, time, and anticipated cost broken down by component, including disbursement rate, if applicable, and per diem rates for all members

g)     Processes and Timeline:
Proposals should be submitted by 5 pm on Thursday October 23, 2008. Contact information is provided below. The Foundation will review all responses and contact selected suppliers for an interview that will be held during the week of November 3, 2008 (if required). 

It is assumed that work will begin during the week of November 10, 2008.

h)    Proposal Format:
Either electronic (MS Word) or 3 hard copy submissions will be accepted.

i)     Contact:

All proposals should be submitted to:

Ahmad Zbib
Manager, Patient and Public Education
Heart and Stroke Foundation of Ontario
2300 Yonge St Suite 1300
Toronto, ON  M4P 1E4
(416) 489-7111 x 418 (please send to Ahmad Zbib if you are submitting your proposal electronically).

For further information, contact Ahmad Zbib at 416-489-7111x 418 or
a)    Evaluation & Selection

The following weighted criteria will be used to assess proposals:

1.    Qualifications of the vendor, including its experience and personnel assigned to the project (and any subcontractors, if any)- 80%
•    Does the organization have prior experience with similar projects?
•    Does the organization have project management resources?
•    Does the organization demonstrate an understanding of, and commitment to, the project?
•    Have two references from previous clients been provided?

2.    The cost quotation will determine the remaining 20% of the evaluation.
b)    Limitation of Liability

By participating in this RFP process, the Proponent agrees that neither HSFO nor its directors, officers, employees, volunteers, agents and other representatives shall be liable to the Proponent including in contract, tort, statutory duty, duty of fairness, law equity or otherwise, for any claims, direct or indirect, whether for costs, expenses, losses or damages, or loss of anticipated profits, or for any matter whatsoever, incurred in preparing and submitting a Proposal, or negotiations of a Contract, or in any way arising in connection with this RFP. The Proponent further agrees that the award of the Contract or any other contract in connection with this RFP is in the sole discretion of HSFO and in no event shall the Proponent seek injunctive or other relief to prevent or delay the award of the Contract or any other contract in connection with this RFP or the performance of any work or services in relation thereto.

c)    Contract

Notice in writing to a Proponent that it has been identified as the successful Proponent and the subsequent full execution of a written contract will constitute a contract for the goods or services, and no Proponent will acquire any legal or equitable rights or privileges relative to the goods or services until the occurrence of both such events.

5.    Proposal Format

a)    Proposal Format Details

Proposals should be prepared as simply as possible and provide a straightforward, concise description of the vendor's capabilities to satisfy the requirements of the RFP. Emphasis should be concentrated on accuracy, completeness, and clarity of content. All parts, pages, figures, and tables must be numbered and clearly labeled. The proposal must be organized into the following major sections:

1.0     Executive Summary
2.0     Understanding of HSFO Needs
3.0     Overview of Related Vendor Work: please provide a summary of similar work completed, providing specifics with regard to vendor role in the project and vendor deliverables. Include examples.
4.0     Client References: Please provide at least two (2) project client references that are similar in size and complexity to this effort. Information must include: name of client reference (project manager), project scope, project cost, address, telephone and e-mail address.
5.0     A short (1-2 paragraph) description of how you have previously approached large web evaluation projects of this scope and your proposed approach and plan for this project: this section could address such issues as defining variables, proposed quality management process, project organization chart, estimated timeline and deliverables for each stage of the project and resumés for the project lead(s).