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welcome to brighter

PEBB Board Retreat Goals and Format Goals

• To develop a strategy that is centered on health equity, building on the Triple Aim, value based care strategies, core values and guiding principles

• To educate and inform Board members about health disparities, health equity and related concepts in order to define and address the issue of health equity

• To create a framework on how the Board will be proactive in pursuing health equity

• To develop an approach for the Board to consider policy and operational decisions from a health equity lens

Key Assumptions to Achieve these Goals

• The Board needs to fundamentally do business differently in order to evolve its strategy to embrace health equity

• As the Board changes and articulates its needs and requirements, the benefit partners will also need to change to become aligned with this evolving health equity strategy

• Building a strategy on health equity is NOT just about measuring health disparities and this is NOT about data analytics

• To Understand and address the Board composition through intentional diversity (NOTE: The new Board members are identified from the Governor’s office of appointments)

Format

• Virtual using Zoom (set up by Mercer)

• Interactive participation with robust conversation, not just lecture

• Break-out sessions to discuss specific topics

• Frequent breaks

Page 2 PEBB Board Retreat Goals and Format

Structure of the Retreat: Three major parts

• Phase 1: Introductions, Retreat Goals, Education

─ Background, history, and challenges face by marginalized populations

• Phase 2: Health Equity

─ Framework, including terms, concepts, assumptions, values, and guiding principles

• Phase 3: Identify Action Items

─ Board

─ Member committees and councils

─ Benefit partners

─ Consultants

─ Other stakeholders

Page 3 PEBB Board Retreat Goals and Format

Phase One: Education

Topic Format Estimated Time • Meeting kick-off • Mercer facilitated discussion 15 minutes ─ Introductions ─ Review of retreat goals ─ Meeting guidelines to foster robust and respectful dialogue • Education • Mercer facilitated discussion 30 minutes ─ Overview of health disparities, including Oregon-specific data ─ Impact on marginalized populations Break 5 minutes • Discussion about health disparities • Small group break-out 10 minutes in ─ Learnings sessions small groups ─ Surprises • Gather back to larger group to 10 minutes in ─ What does this mean for the PEBB share insights larger group membership? Break 5 minutes

Phase Two: Health Equity

Topic Format Estimated Time • Health equity framework • Mercer facilitated discussion 20 minutes ─ Overview of the OHA health equity framework, including vision, values, assumptions, and prioritized populations with Oregon specific data • Discussion on health equity • Small group break-out 15 minutes in ─ Strengths and alignment of OHA equity sessions small groups framework with PEBB • Large group facilitated by 10 minutes in ─ Identify what health equity does NOT Mercer large group look like Break 5 minutes • Review of the short term and long term • Mercer facilitates review of the 10 minutes for strategies through the lens of health equity long term and short term review strategies • Small group break-out 15 minutes for sessions small groups • Re-group for sharing 10 minutes for re- discussion from small groups group

Page 4 PEBB Board Retreat Goals and Format

Lunch Break: 30 minutes

Phase Three: Identify Action Items

Topic Format Estimated Time • Organizational change management (AGILE) • Mercer facilitated 20 minutes ─ Awareness of issues discussion ─ Goal setting ─ Identify improvements ─ Leverage resources ─ Evaluate results • Health equity visioning session from • Small group break-out 20 minutes for stakeholder perspectives sessions small groups ─ What is working well • Regroup into larger group 10 minutes for ─ What is not working well regroup ─ What does success look like Break • 5 minutes • Plan for implementation, including • Small group break-out 20 minutes in accountabilities, assignments, & timeframes sessions small groups ─ Board • Regroup into larger group 10 minutes in re- ─ OHA group ─ Benefit partners ─ Consultants ─ Other stakeholders ─ Resources ─ Timeframe ─ Vetting ─ Communication Break 5 minutes • Evaluation of retreat and wrap-up • Mercer facilitates large 15 minutes group discussion

u:\ehb\core\sea\pebbor\year\2020\board deliverables\11172020 - retreat\pebb board retreat agenda goals_nov2020_.docx

Phase 1, Section 1: Introductions

November 17, 2020

Michael Garrett, MS, CCM Principal, Total Health Management and Inclusive Benefits Practice

welcome to brighter Agenda

To develop a strategy that is centered on health equity, building on the Triple Aim, value based care strategies, core values, and guiding principles

To educate and inform Board members about health disparities, health equity, and related concepts in order to define and address the issue of health equity

To create a framework on how the Board will be proactive in pursuing health equity

To develop an approach for the Board to consider policy and operational decisions from a health equity lens

Copyright © 2020 Mercer (US) Inc. All rights reserved. 2 Key assumption to achieve these goals

The Board needs to fundamentally do business differently in order to evolve its strategy to embrace health equity

As the Board changes and articulates its needs and requirements, the benefit partners will also need to change to become aligned with this evolving health equity strategy

Building a strategy on health equity is NOT just about measuring health disparities and this is NOT about data analytics

To understand and address the Board composition through intentional diversity (NOTE: The new Board members are identified from the Governor’s office of appointments)

Copyright © 2020 Mercer (US) Inc. All rights reserved. 3 Format

Interactive Break-out participation Virtual format sessions to Frequent with robust using Zoom discuss specific breaks conversation, topics not just lecture

Copyright © 2020 Mercer (US) Inc. All rights reserved. 4 Zoom features — quick training

• Annotate 1 2 – Used for non-verbal feedback – Let’s practice!

• Chat Function – Thumbs up/down, yes/no, “coffee break”, etc. 1

• Polling (we’ll practice!) – Answer are anonymous

• Breakout Rooms 2 – Randomly assigned – Mercer facilitator in each room

Copyright © 2020 Mercer (US) Inc. All rights reserved. 5 Let’s practice polling!

Copyright © 2020 Mercer (US) Inc. All rights reserved. 6 Polling questions

What are you most excited about for this What are your concerns about this retreat? retreat? • Feeling overwhelmed • Learning about this important topic • Not achieving consensus on a clear action plan • Spending time and getting to know other board • Being uncomfortable members • Not getting to everything we need to address • Making progress towards health equity • Getting bogged down • Developing a strong collaborative consensus on what we need to do as a Board • Uncertainty over the future course of action

• Being able to demonstrate our commitments to • Needing to make significant changes to achieve our goals achieving health equity • Dealing with irritating meeting facilitators • Really making our strategies actionable

• Designing benefits and programs to better meet the needs of members

• Creating a whole new approach to benefit designs

Copyright © 2020 Mercer (US) Inc. All rights reserved. 7 Structure of the retreat

Phase 1 Phase 2 Phase 3

Introductions, retreat Health equity Identify action items goals, education • Framework, including terms, • Action items and • Background, history, and concepts, assumptions, accountabilities for all challenges faced by values, and guiding stakeholders marginalized populations principles

Copyright © 2020 Mercer (US) Inc. All rights reserved. 8 Meeting guidelines

1. Follow the agenda 2. Tackle issues, not people 3. Assume positive intent 4. Make sure you understand the topic/issue before giving an opinion 5. One speaker at a time 6. Let everyone have a chance to speak 7. Be , so do not multi-task 8. Be willing to ask questions if you don’t understand 9. Stay on key topics and do not derail 10. Ask tough but respectful questions 11. Be brave enough to suggest radical ideas/solutions 12. Allow some humor

Copyright © 2020 Mercer (US) Inc. All rights reserved. 9 Heads up!

If you are comfortable, we are not making progress…

Copyright © 2020 Mercer (US) Inc. All rights reserved. 10 Phase 1, Section 2: Background, history, and challenges faced by marginalized populations

November 17, 2020

Michael Garrett, MS, CCM Principal, Total Health Management and Inclusive Benefits Practice

Madeleine Winslow Senior Associate, D&I Consulting

welcome to brighter Today’s speakers

Madeleine Winslow Michael Garrett, MS, CCM • Senior Associate • Principal • Diversity & Inclusion • Total Health Management and Inclusive Benefits Practice

Pronouns: she/her/hers Pronouns: he/him/his

Copyright © 2020 Mercer (US) Inc. All rights reserved. 12 Definition of racism Definition of anti-racism “a belief that race is a fundamental “the policy of challenging racism and determinant of human traits and promoting racial tolerance” capacities and that racial differences produce an inherent superiority of a particular race”

What you’re saying: You don’t hold the belief that one race is superior to another

Copyright © 2020 Mercer (US) Inc. All rights reserved. 13 Journey to becoming anti-racist

Segregationist: Assimilationist: Anti-racist:

One who is expressing the One who is expressing the One who is expressing the racist idea that a racist idea that a racial group idea that racial groups are permanently inferior racial is culturally or behaviorally equals and none needs inferior and is supporting group can never be developing, and is cultural or behavioral developed and is supporting supporting policy that enrichment programs to policy that segregates away reduces racial inequity, and develop that racial group, and that racial group, and an anti-racist thinks nothing reduces racial minorities to believes that inferiorities and the level of children needing is behaviorally wrong or right superiorities of racial groups instruction on how to act by (inferior or superior) with any explain racial inequities adopting the dominant culture of the racial groups

Kendi, I.X. “How to be an antiracist.” New York, NY: One World, 2019.

Copyright © 2020 Mercer (US) Inc. All rights reserved. 14 Four dimensions of racism

Institutional Structural Interpersonal Internalized

Policies and practices Multiple institutions Racist acts and micro- Subtle and overt that reinforce racists collectively upholding aggressions carried out messages that reinforce standards within a racist policies and practice, from one person to negative beliefs and self- workplace or i.e., society another hatred in individuals organization

Source: Slow Factory Foundation

Copyright © 2020 Mercer (US) Inc. All rights reserved. 15 Today’s DEI environment Let’s level set — definitions of DEI

Diversity Equity Inclusion Evolving Designing to Fostering representation ensure access belonging

How well does our workforce How well do we ensure that How well do we create represent the communities we programs, policies and benefits a culture, environment, represent and serve? deliver equality of opportunity, and experience that instills How will current representation experience and pay? a sense of belonging, of underrepresented minorities authenticity, and trust? change over the next 5-10 years?

Objective lens Organization lens Member lens

Copyright © 2020 Mercer (US) Inc. All rights reserved. 17 What’s driving today’s DEI environment?

Following the murder From the #MeToo Organizations are looking of George Floyd and movement to the to support the financial other Black Americans, disproportionate and physical well-being Organizations must the global outcry economic impact of of employees adapt to attract and regarding racial injustice COVID-19 on women, from disadvantaged retain a workforce has prompted it’s clear that maintaining backgrounds who are and customer-base There is increasing organizations to rethink an intersectional lens on disproportionately that expects them to external pressure on their approach to DEI gender will be more impacted by the become accountable corporations from critical than ever to global pandemic for equity and equality shareholders, customers, ensure DEI progress both internally and investors, and regulatory externally bodies to drive positive social outcomes (and minimize negative ones)

Copyright © 2020 Mercer (US) Inc. All rights reserved. 18 Understanding the Black experience in the US today How far we’ve come The current 116th 43% Congress is the From 2014 to 2019, the number of businesses owned by women of most racially color in the U.S. grew by 43% diverse yet

Traction for 45% protection against discrimination based on natural hair texture with HB 4107 Copyright © 2020 Mercer (US) Inc. All rights reserved. 20 Deeply-rooted history 1865. Juneteenth; Ku 1990. Exonerated Five wrongfully Klux Klan forms. convicted in Central Park case. th 1868. 15 Amendment 1954. Brown v. Board of 1992. Rodney King is viciously beaten by passed. Education 1619. A ship with 20 captives lands at Point Comfort in Virginia. 1844 - Oregon (as a territory) banned slavery but prohibitedpolice. Black LA Riots. 1641. Massachusetts is the first in North America to recognize people1870. from Sharecropping. living in Slavery the territory 1955.for more Emmitt than Till is three years 1991. Civil Rights Act. murdered. slavery as a legal institution. by another name. 1994. Hate Crime Enhancement Act. 1662. Virginia law determines that the status of the mother 1849 - Black people who were not already in the area were barred from 1955-1968. Civil Rights 1996. Affirmative Action is abolished by determined if a Black child would be enslaved. entering1870 or-1945 residing. Jim in the OR territory Crow Laws Movement California lawmakers through Proposition 1705. The Virginia Slave Code codified the status of slaves, 1855 - Mixed race men were forbidden from becoming citizens209. further limiting their freedom, and granting slave owners more 1882-1968. 4,743 1965. The Voting 1998. James Byrd Jr. dragged to death by rights. lynchings occur in the Rights Act prohibits 1859 - TheUnited 1849 States. exclusion measure made it into the state constitutionWhite supremacists in Texas. 1776. The Declaration of Independence is signed. All (White) racial discrimination and prohibited Black people from owningin voting. property and making2002. contracts Stop and frisk starts in NYC. men are created equal. Slavery persists. 1896. Plessy v. 1857. Dred vs. Sanford, Supreme Court case rules that Blacks 1862 - OregonFerguson adopted. a law requiring all1968 Blacks,-1979. Rise Chinese, of 2006Hawaiians,. Sean Bell killed on wedding day. are not citizens of the US and Congress is denied the ability to Black Power Unarmed. and “Mulattos”1932. residing Tuskegee in Oregon to pay an annual tax of $5. Interracial prohibit slavery in any federal territory. Movement marriages wereexperiments banned. begin. 2009. Oscar Grant killed on New Year’s 1860. Southern states secede to form the Confederacy and the 1971. War on Eve. Unarmed. Civil War begins. Census showed Black population in US about 1934. 1870-1885 - Anti-Chinese sentiments beganDrugs to rise 2012- . Unarmed Black men and women 4.5 million. Nearly 4 million are enslaved. Redlining 1978. continue to be killed by police and 1863. President Lincoln issues Emancipation Proclamation. 1948 - Vanport flood Affirmative vigilantes. BLM is born. 1865. Confederacy surrenders. The Civil War ends. Action passes. 2020. COVID-19. The Great Awakening. 2002 -The racist language in Oregon’s constitutionWhite womenwas removed Today - Portland remains the whitest big city inare the the Unitedmain States beneficiaries.

AMERICAN SLAVERY POST- CIVIL WAR CIVIL RIGHTS POST-CIVIL RIGHTS ACT

1619 1700 1800 1865 1900 1954 1960 1990 2000 TODAY

SilentCopyright © 2020 Mercer (US) Inc. All rights reserved.Gen Millennial 21 Baby Boomers Generation Z Gen X Generation Injustice and inequity manifest in many ways in US society

WEALTH GAP POLICE BRUTALITY DISINFRANCHISED White families own 90% of the Black Americans 3x more likely than 1 out of every 13 Black Americans national wealth in the U.S., while Whites to be killed by police has lost his or her voting rights Black families own only 2.6% because of a felony conviction

FOOD DESERTS MASS INCACERATION COVID-19 8% of Black Americans live in a In 2017, Blacks COVID-19 has disproportionately hit census tract with a supermarket, represented 12% of the U.S. adult people of color. In Oregon, 3.2% of compared to 31% of White population but 33% of the people with the virus are Black, Americans sentenced prison population according to OHA data. Nearly 37% of cases involve Hispanic people.

REDLINING EDUCATION CHILDBIRTH 3 of 4 Black neighborhoods Black high school students are still Black women have historically had “redlined” on government maps 80 twice as likely (12.8 percent) to be the highest maternal mortality rates. years ago continue to struggle suspended as White (6.1 percent) Black mothers died at a rate of 3.2 economically high school students times that of White mothers

Copyright © 2020 Mercer (US) Inc. All rights reserved. 22 Understanding the Black experience in health and healthcare in the US today Healthcare history — from overt racism to structural racism

Sims biography suggest slave women endured VVF experiments with amazing Medical Misconceptions Today Medical Misconceptions in the 1850’s patience and 2016 Medical Student Survey Black people experienced less pain than U.S. Public Health and scientist were white people presenting a series of pseudoscientific theories 25% agree blacks have thicker skin than Black people possessed thicker skin regarding the African-American population and whites* their sexual health Less sensitive nervous system 50% endorsed false beliefs about biological differences between black and Scientists also believed that African-American Lower lung capacity (forced labor was white patients* remedy to vitalize and correct the problem) men would not seek out or accept treatment for STIs even if they were available 1808: 12% agree nerve endings were less sensitive* U.S. Congress issued a Federal ban on importing Scientific and Public Health officials slaves America became dependent on domestic claimed that larger genitals and high sex Same 50% showed a racial bias in the slave births drive caused African-American to be prone accuracy of their treatment Journal of American to contracting sexually transmitted diseases, recommendations* Gynecological examination of black women Medical Association like syphilis influenced slavery, medicine, and medical announced J. Marion publishing forming synergistic partnership – Sims public statue for U.S. Public Health Service, launched an Trial Ends after 40 years. incentivizing inhumane practices his “brilliant experiment to study the course of Almost 40% of the black achievements carried untreated syphilis on Black men Tuskegee population had Dr. J. Marion Sims begins to conduct the fame of American syphilis City of New York repeatedly invasive experiments on women’s surgery throughout the genitalia without anesthesia (although anesthesia Recruitment was under the guise of removes sculpture civilized work” Congress holds hearings had been introduced) or consent offering “free medical treatment” or for of J Marion Sims treating “bad blood” and a class-action lawsuit stating to hail Sims American Medical is filed on behalf of the Sims experiments on 14 slaves with as a hero was Association dubbed study participants resulting vesicovaginal fistula VVF including 30 Penicillin treatment for syphilis became inappropriate and Sims the “father of in a $10M out of court experiments on a single woman named Anarcha available but study subjects were continued out of bounds modern gynecology” to be denied treatment settlement in 1974

AMERICAN SLAVERY POST- CIVIL WAR CIVIL RIGHTS POST-CIVIL RIGHTS ACT

Silent Gen Millennial Baby Boomers Gen X Generation

1800 1825 1850 1865 1900 Copyright1954 © 2020 Mercer (US) Inc.1960 All rights reserved. 1990 2000 24TODAY Impact of social determinants of health & equity disparities

Systemic Racism Social Determinants Health & Equity Disparities • Segregation & Redlining • Economic Stability • Privilege Legacy & • 3X Pregnancy-related Death • Education Networks • 2X Infant Mortality Rates • Health & Healthcare • Public & Private Investment • Higher Rates of Hypertension, • Healthcare Access & Bias • Neighborhood & Built Diabetes, Asthma and Heart Environment Disease • Social Justice • 3X More Likely to Live in Poverty • Social & Community • Environmental Protections Context • 1/10th of Wealth Accumulation • Higher Rates of Unemployment

• In Oregon, 1.3% of physicians and 1.5% of nurse practitioners are Black, according to a 2019 Oregon Health Authority report. The state’s overall Black population is 1.8%. • Some specialties have even wider disparities • In Oregon, 3.2% of people with COVID-19 are Black, according to Oregon Health Authority data. Nearly 37% of cases involve Hispanic people.

(2020) National Alliance of Healthcare Purchaser Coalitions Copyright © 2020 Mercer (US) Inc. All rights reserved. 25 in·ter·sec·tion·al·i·ty • Multiple systems of oppression can exist at the same time, which helps to explore the frameworks between co-existing identities, such as black and woman, patriarchy and white supremacy

• This term has expanded to include age, ability, sexual orientation, gender identity, immigration status, religion, and national origin

* Crenshaw, K. “De-marginalizing the Intersection of Race and Sex: A black feminist critique of anti-discrimination doctrine, feminist theory and anti-racist politics.” University of Chicago Legal Forum, 1989, Issue 1, Article 8 Copyright © 2020 Mercer (US) Inc. All rights reserved. 26 Wheel of power

POWER

Adapted from ccrweb.ca @sylviaduckworth

Copyright © 2020 Mercer (US) Inc. All rights reserved. 27 How to be anti-racist “It is not our differences that divide us. It is our inability to recognize, accept, and celebrate those differences.” I identify how I unknowingly benefit from racism I promote & advocate for policies & leaders that are anti-racist I recognize racism is a present & current problem I sit with my discomfort I seek out questions that make me uncomfortable I deny racism is a problem I speak out when I see racism in I understand my own action – even when no one is watching I avoid hard questions privilege in ignoring racism

Becoming F E A R Z O N E LEARNING ZONE GROWTH ZONE Anti-Racist I educate myself about I strive to be comfortable I educate my peers on how race and structural racism racism harms our profession I talk to others who look & think like me I am vulnerable about my own biases and knowledge gaps I don’t let mistakes deter me from getting better

I listen to others who think and look different than me I yield positions of power to those otherwise marginalized

I surround myself with others who look, think, and experience the world differently than I do Copyright © 2020 Mercer (US) Inc. All rights reserved. 30 Continuum on becoming an anti-racist multicultural organization

Monocultural Multicultural Anti-Racist Anti-Racist Multicultural

Racial and Cultural Differences Seen as Deficits  Tolerant of Racial and Cultural Differences  Racial and Cultural Differences Seen as Assets

Exclusive Passive Symbolic Change Identity Change Structural Change Fully Inclusive

An Exclusionary A “Club” A Compliance An Affirming A Transforming Anti-Racist Multicultural Institution Institution Organization Institution Institution Organization

• Makes official policy • Institutionalization of • Continues to • Growing • Commits to process • Future vision of an institution pronouncements racism includes intentionally understanding of of intentional and wider community that has regarding multicultural formal policies and maintain white racism as barrier to institutional overcome systemic racism diversity practices, teachings, power and privilege effective diversity restructuring, based and all other forms of But… and decision making through its formal • Develops analysis of upon anti-racist oppression. • Little or no contextual on all levels policies and systemic racism analysis and identity • Institution's life reflects full change in culture, • Openly maintains the practices, But… • Audits and participation and shared policies, and decision dominant group’s teachings, and • Institutional structures restructures all power with diverse racial, making power and privilege decision making and culture that aspects of cultural and economic groups on all levels of maintain white power institutional life to in determining its mission, institutional life and privilege still ensure full structure, constituency, intact and relatively participation of policies and practices untouched People of Color

Copyright © 2020 Mercer (US) Inc. All rights reserved. 31 Poll question Where do you think PEBB is on the anti-racist continuum?

Anti-Racist Monocultural Multicultural Anti-Racist Multicultural

Copyright © 2020 Mercer (US) Inc. All rights reserved. 32 33

Adopt and lead with inclusive behaviors; avoid exclusive behaviors

Copyright © 2020 Mercer (US) Inc. All rights reserved. 33 Unconscious Biases Conscious Inclusion are social stereotypes about certain groups Building the desire, insight and capacity of people that individuals form outside their of people to make decisions do business own conscious awareness. Everyone holds and to think and act with the conscious unconscious beliefs about various social and intent of including diverse members identity groups, and these biases stem from one’s tendency to organize social worlds by categorizing.

Copyright © 2020 Mercer (US) Inc. All rights reserved. 34 34 Micro-aggressions: What are they and how to address them?

Examples Small actions or words that demonstrate disagreement, superiority, lack of • Negative, impatient or questioning tone confidence and distrust • Forgetting name, incorrect name, and/or mispronouncing name • Interrupting or dismissing coworkers from a different ethnic, gender or social group • Not giving timely feedback to a direct report out of concerns of how it will be Cumulatively lead to exclusion, received because they are “different” undermine confidence, reduce • Discounting a person’s capability due to participation, and increase risk of failure dress, disability, some other difference • Making jokes at the expense of another

Copyright © 2020 Mercer (US) Inc. All rights reserved. 35 Examples of micro-aggressions 1 2 Use the annotate function to denote any you have observed/experienced:

To a colleague with an To an Asian To a Black employee unfamiliar name: in the current colleague: To a new male environment Constantly forgetting “Wow… you colleague… name, using incorrect “I have a lot of speak English “You’re married! What name, and/or Black friends so I so well!” does your wife do?” mispronouncing / understand what misspelling name you’re going through”

To a female To a Black employee A manager When a new Hispanic / colleague… with braids to their team: Latinx employee joins “Are you planning the company, “Can I touch your “Let’s organize an to have kids “Hey Julio, can you hair? It’s so fun!” office softball league” anytime soon?” take Juanita to lunch?”

Copyright © 2020 Mercer (US) Inc. All rights reserved. 36

Four stages of the inclusive leader continuum

Phase One Phase Two Phase Three Phase Four Unaware Aware Active Advocate

You think diversity is You are aware that You have shifted your You are consistently compliance-related  you have a role to  priorities and are  leading to confront and simply tolerate it. play and are finding your voice as discrimination and It’s someone else’s educating yourself you begin to make bring about systemic job, not yours about how best to meaningful action in change move forward support of others

Private & Low Risk Evolving Awareness Public & High Risk

Brown, J. (2019). How to be an inclusive leader: Your role in creating cultures of belonging where everyone can thrive. Oakland, CA: Berrett-Koehler Publishers, Inc.

Copyright © 2020 Mercer (US) Inc. All rights reserved. 38 Inclusive leadership traits

Cognizance

Courage Curiosity

Inclusive Leadership Traits

Cultural Commitment Intelligence

Collaboration

Dillon, B. & Bourke, J. (2016). The six signature traits of inclusive leadership: Thriving in a diverse world. Westlake, TX: Deloitte University Press.

Copyright © 2020 Mercer (US) Inc. All rights reserved. 39 Inclusive actions to start today

Copyright © 2020 Mercer (US) Inc. All rights reserved. 40 Being an anti-racist

“To be antiracist is to think nothing is behaviorally wrong or right — inferior or superior — with any of the racial groups. Whenever the antiracist sees individuals behaving positively or negatively, the antiracist sees exactly that: individuals behaving positively or negatively, not representatives of whole races. To be antiracist is to deracialize behavior, to remove the tattooed stereotype from every racialized body. Behavior is something humans do, not races do.” Ibram X. Kendi

True or false activity

I have never questioned whether my race or ethnicity was at play when told I TRUE FALSE was “articulate” I have never been perceived as a threat when taking public transportation TRUE FALSE The people who regularly visit my home socially tend to be of the same/ethnicity TRUE FALSE as me. In most team meetings, I am of the same racial/ethnic group as everyone else TRUE FALSE I have never altered my communication style (dialed up or down my natural TRUE FALSE style) to avoid playing into stereotypes I generally do not have to work to “fit in” in at the office TRUE FALSE I have never felt distracted at work because of external events related to TRUE FALSE race/ethnicity I am able to go to work with my natural hair without questions or comments FALSE TRUE from others I have never been mistaken for another team member of the same racial/ethnic TRUE FALSE group

Copyright © 2020 Mercer (US) Inc. All rights reserved. 43 Let’s practice leading inclusively Virtual breakout rooms: discussion about health disparities

Shortly, you will be randomly divided into breakout groups via Zoom

In your groups, please use the provided template to discuss the following:

1 What would you do if you heard a racist remark? We want to adopt an anti-racist strategy at our organization. How do we 2 include the voice of BIPOC members to contribute to the strategy?

3 How can I be a better anti-racist and ally in my organization?

4 What is one thing you will commit to do personally?

1. This will be an open discussion 2. After the breakout sessions, we will ask you to share insights back with the broader group

Time in your breakout session: 10 minutes

Copyright © 2020 Mercer (US) Inc. All rights reserved. 45 Virtual breakout room: discussion about health disparities (template 1)

We want to adopt an anti-racist strategy What would you do if you at our organization. How do we include heard a racist remark? the voice of BIPOC members to contribute to the strategy?

Copyright © 2020 Mercer (US) Inc. All rights reserved. 46 Virtual breakout room: discussion about health disparities (template 2)

How can I be a better anti-racist What is one thing you will and ally in my organization? commit to do personally?

Copyright © 2020 Mercer (US) Inc. All rights reserved. 47

Phase 2: Health Equity

November 17, 2020

Michael Garrett, MS, CCM Principal, Total Health Management and Inclusive Benefits Practice

welcome to brighter Agenda

• Terms & Overview of the OHA Health Equity Framework • Health Equity Stakeholders & Potential Challenges • Health Equity Measurement

Discussion & Break

• Bridge Strategies and Long Term Strategy

Discussion

Copyright © 2020 Mercer (US) Inc. All rights reserved. 2 Terms and Overview of the OHA Health Equity Framework Our view on Diversity, Equity and Inclusion

Diversity evolving representation

Equity Inclusion designing to fostering ensure access belonging

Copyright © 2020 Mercer (US) Inc. All rights reserved. 4 Health disparities

Differences in health which are not only unnecessary and avoidable but, in addition, are considered unfair and unjust

The policy implication of this definition is not to eliminate all health differences, but to reduce or eliminate those resulting from factors both avoidable and unfair

Disparity implies an inequity or an injustice rather than a simple inequality

* Whitehead, M. “The concepts and principles of equity and health.” Health Promotion International. Vol. 6, No. 3 (1991): 217-228

Copyright © 2020 Mercer (US) Inc. All rights reserved. 5 Weathering a physiological process that accelerates aging and increases health vulnerability

• It is the physiological result of chronic toxic, environmental, and psychosocial stress exposure • Individuals, families, and communities of marginalized communities need improvements in physical and psychosocial environments to survive, if not prevail Copyright © 2020 Mercer (US) Inc. All rights reserved. 6 Targeted profile of PEBB population: Ethnicity/Race (employee only) Time period: April – March 2019

Executive Summary

White Non Hispanic population represents 75% of the total population with an average age of 47. The majority 1 of the employees are in the Providence and Statewide plans.

Hispanic Population has a younger population and along with the lowest percentage of high cost claimants 2 (>$100K). Hispanics have the lowest preventive screening rates and have the highest prevalence of obesity on a per 1000 basis.

Asian population have the lowest PEPY costs and lowest average illness burden score. Asians had the 3 highest percentage of preventive screening rates, along with the lowest utilization of Emergency Room Visits.

Black African American population has the highest prevalence of Cardiovascular/Metabolic chronic conditions, 4 particularly with Diabetes, Hypertension and Congestive Heart Failure

Copyright © 2020 Mercer (US) Inc. All rights reserved. 7 Targeted profile of PEBB population: Ethnicity/Race (employee only) Utilization and quality

American White Non Black African No Primary Native Hawaiian Current Year Hispanic Unknown Asian Other Indian Alaska Hispanic American Race Pacific Islander Native Utilization IP Admissions (/1,000) 41.0 44.4 42.4 26.4 30.3 43.7 44.8 72.3 31.9 IP Days (/1,000) 143.4 140.9 171.5 96.9 94.9 171.1 182.5 372.0 145.2 ER Visits (/1,000) 173.2 184.5 190.1 102.9 217.1 247.5 192.8 236.0 180.1 • % Non-Emergent ER Visits 22% 26% 21% 23% 26% 22% 23% 24% 27% • % ER Users with 3+ 10% 8% 12% 10% 10% 8% 11% 10% 2% % Non-Claimants 6% 7% 7% 7% 6% 5% 6% 7% 7%

Avoidable Admits per 1000 Readmissions per 1000 Complications per 1000 50.0 7.0 10.0 43.9 5.8 8.6 6.0 8.0 40.0 5.0 25.9 30.4 29.0 6.0 30.0 26.7 25.0 4.0 23.0 21.0 19.4 21.0 3.0 3.4 20.0 2.0 4.0 1.7 2.0 2.1 1.6 1.8 0.9 2.0 1.4 1.7 10.0 0.8 0.5 1.1 1.0 1.0 0.3 0.9 0.0 0.0 0.0 0.0 0.0 0.0

Copyright © 2020 Mercer (US) Inc. All rights reserved. 8 Targeted profile of PEBB population: Ethnicity/Race (employee only) Preventive screenings

Employee Preventive Visits Employee Mammogram Screening 54% 40% 60%

32% 56% 57% 36% 50% 54% 54% 54% 53% 30% 33% 49% 50% 30% 30% 31% 40% 45% 29% 29% 26% 20% 22% 30% 20% 10% 10% 0% 0%

Employee Cholesterol Screening Employee Colon Cancer Screening 60% 35%

30% 33% 50% 45% 48% 49% 25% 28% 21% 40% 46% 46% 44% 43% 43% 41% 25% 24% 38% 20% 23% 30% 21% 20% 20% 15% 19% 20% 10% 10% 5% 0% 0%

Copyright © 2020 Mercer (US) Inc. All rights reserved. 9 Oregon Health Authority definition of health equity

• Oregon will have established a health system that creates health equity when all people can reach their full health potential and well-being and are not disadvantaged by their race, ethnicity, language, disability, gender, gender identity, sexual orientation, social class, intersections among these communities or identities, or other socially determined circumstances • Achieving health equity requires the ongoing collaboration of all regions and sectors of the state, including tribal governments to address: – The equitable distribution or redistributing of resources and power – Recognizing, reconciling and rectifying historical and contemporary injustices

(2019) Oregon Health Authority: Health Equity Definition

Copyright © 2020 Mercer (US) Inc. All rights reserved. 10 OHA: A framework for health equity

(2019) Oregon Health Authority: Health Equity Committee

Copyright © 2020 Mercer (US) Inc. All rights reserved. 11 Assumptions and values about health equity

Rural racial/ethnic minority Inequities in population Addressing health 01 populations have 02 health outcomes are 03 inequities means substantial health, primarily the result of addressing access to care, and social and political differences that are social determinants of injustice, not lifestyles, not only unnecessary health challenges that behaviors, or genes and avoidable but can be overlooked when also, unjust and considering aggregated unfair population data

Equity must be Health is broadly Everyone has the 04 intentionally pursued 05 defined as a positive 06 right to a standard of as a strategy; it will state of physical, living adequate for not necessarily happen mental, and social well- health, including as a byproduct of other being and not merely nutrition, education, development efforts the absence of disease housing, medical care, and necessary social services

(2019) Oregon Health Authority: Health Equity Committee

Copyright © 2020 Mercer (US) Inc. All rights reserved. 12 Healthier Together Oregon (HTO) health equity vision

Oregon will be a place where health and well-being are achieved across the lifespan for people of all races, ethnicities, disabilities, genders, sexual orientations, socioeconomic status, nationalities and geographic locations

 Black, Indigenous, People of Color, and American Indian/Alaska Native People (BIPOC-AI/AN)  People with low incomes  People who identify as LGBTQ+  People with disabilities  People living in rural areas

Healthier Together Oregon; 2020-2024 State Health Improvement Plan, September 2020

Copyright © 2020 Mercer (US) Inc. All rights reserved. 13 HTO strategies to advance health equity: five priorities

1. Institutional bias

2. Adversity, trauma and toxic stress

3. Behavioral health

4. Economic drivers of health

5. Access to equitable preventive health care

Healthier Together Oregon; 2020-2024 State Health Improvement Plan, September 2020

Copyright © 2020 Mercer (US) Inc. All rights reserved. 14 Copyright © 2020 Mercer (US) Inc. All rights reserved. 15 Health Equity Stakeholders Members

Board

Carriers & vendors

Community

Copyright © 2020 Mercer (US) Inc. All rights reserved. 17 Members

• Accessible care • Understandable, meaningful, & accessible communication • Selecting providers & provider interactions based on personal needs & preferences • Quality care • Respectful of values • Having a meaningful voice at the table • Attending to physical, behavioral, and social determinants of health — whole person approach

Copyright © 2020 Mercer (US) Inc. All rights reserved. 18 Board

• Listening to members on health equity • Setting strategic guidance & priorities • Setting the success metrics • Dedicate resources for health equity • Board composition alignment • Review performance of carriers/vendors & metrics • Communication with other stakeholders

Copyright © 2020 Mercer (US) Inc. All rights reserved. 19 Carriers and vendors

• Diverse & culturally competent provider network • Member-centric care delivery • Holistic care addressing physical, behavioral, and social determinants of health • Communications that are meaningful & accessible to members • Coordination with community based organizations for human & social service needs of members • Report on health equity measures • Implement improvement plans to address health disparities

Copyright © 2020 Mercer (US) Inc. All rights reserved. 20 Community

• Engagement and coordination with Community Based Organizations (CBOs) to address social needs • Accountable for reporting out to the CBOs on health equity metrics • Engage with CBOs to implement improvement plans to address health disparities • Communicate with CBOs regarding their goals for health equity • Integrate CBOs ideas and health equity frameworks into PEBB policy and implementation platforms

Copyright © 2020 Mercer (US) Inc. All rights reserved. 21 Potential challenges with health equity

• Access to existing data fields or the creation of new data fields • Board and staff time and resources • Creating and maintaining diverse Board composition • Capabilities of the carriers/vendors and alignment with current scope of work • Creating and maintaining member communication channels

Copyright © 2020 Mercer (US) Inc. All rights reserved. 22 Health Equity Measurement Data collection is critical to achieving health equity

Members Providers/Coaches • Race • Demographics • Ethnicity • Race • Ethnicity • Language • Language • Sexual orientation • Gender • Gender identity • LGBTQ+ • Veteran • Disability status • Access • Veteran status • Digital channels • Socioeconomic status • Communication channels • Geographic location • Accessibility for people with disabilities for office visits • Geographic location • Competencies • Racial/ethnic minorities • Women’s health/men’s health • LGBTQ+ • Veterans • Specific cultures Copyright © 2020 Mercer (US) Inc. All rights reserved. 24 OHA: SB 889 charge for addressing quality and equity

The Implementation Committee has addressed the SB 889 charge by organizing its work in separate work streams, including “quality and equity” Despite this, it is important to remember that equity is fundamental to the cost growth target program and is broader than quality

OHA: Health Care Cost Growth Target Implementation Committee (2020)

Copyright © 2020 Mercer (US) Inc. All rights reserved. 25 Three strategies to address quality, inequities, and disparities

1. Reporting on a standard set of quality measures

2. Monitoring for unintended consequences

3. Improving equity

OHA: Health Care Cost Growth Target Implementation Committee (2020)

Copyright © 2020 Mercer (US) Inc. All rights reserved. 26 Reporting on a standard set of measures

• Measurement would occur at multiple levels (state, insurance market, insurer, larger provider entity) to the extent feasible • Domains of quality measure might include: – Prevention/early detection – Chronic disease and special health needs – Acute, episodic, and procedural care – System integration and transformation – Patient access and experience – Cost/efficiency – Equity and disparities

OHA: Health Care Cost Growth Target Implementation Committee (2020)

Copyright © 2020 Mercer (US) Inc. All rights reserved. 27 Monitoring for unintended consequences Examples

1. Patient experience questions • All selected measure would be stratified • “In the last 12 months, how often were you by population using best available data, able to get the care you needed at your for example: provider’s office during evenings, weekends, • Race/ethnicity and holidays?” • Language • Gender 1. Preventive care measures • Age • Cancer screening • Persons with disabilities, etc.

2. Access (utilization) measures • All selected measures would be • Children and Adolescents’ Access to PCP calculated at the state, insurer and • Adults’ Access to Preventive/Ambulatory provider entity levels on a longitudinal Heath Services basis, starting with a pre-COVID time • Mental health service utilization period (e.g., 2018 & 2019)

OHA: Health Care Cost Growth Target Implementation Committee (2020)

Copyright © 2020 Mercer (US) Inc. All rights reserved. 28 Improving equity Examples

• To advance equity in the context of the cost growth target, OHA and other payers could focus cost analysis on variation in utilization and cost across populations:  How does spending vary by population?  How does cost growth vary by population?  How do cost growth drivers vary by population?  How does social risk vary by population? • Additional strategies: – Identify and peruse opportunities that would both support cost growth target attainment, improve quality and equity: - Reduce incident of low-value care - Reduce potentially avoidable complications - Reduce potentially avoidable acute care – Convene provider collaborative to act upon co-existing cost and quality or equity improvement opportunities identified through data use strategy analysis – Other ideas?

OHA: Health Care Cost Growth Target Implementation Committee (2020)

Copyright © 2020 Mercer (US) Inc. All rights reserved. 29 Reporting on a standard set of quality measures A roadmap for promoting health equity and reducing disparities

National Quality Forum: A Roadmap for Promoting Health Equity and Eliminating Disparities: The Four I’s for Health Equity (2017)

Copyright © 2020 Mercer (US) Inc. All rights reserved. 30 Discussion on Health Equity: Breakout Sessions Equality, equity, and liberation

Healthier Together Oregon | 2020-2024 State Health Improvement Plan

Copyright © 2020 Mercer (US) Inc. All rights reserved. 32 Virtual breakout rooms: discussion on health equity

Shortly, you will be randomly divided into breakout groups via Zoom

In your groups, please use the provided templates to discuss the following:

1 Strengths and alignment of Oregon’s Health Equity Framework with PEBB

2 Identify what health equity does NOT look like

1. Please complete the templates within your group. Your moderators Michael, Kirk, Maddie, Katie, Mitch, and Alexa will capture your thoughts. 2. After the breakout sessions, we will ask you to present your results to the group

Time in your breakout session: 15 minutes

Copyright © 2020 Mercer (US) Inc. All rights reserved. 33 Virtual breakout room — health equity discussion template 1

What are the strengths and alignment of Oregon’s Health Equity Framework with PEBB?

• Strength #1 • 10 • Strength #2 • ... • 4 • 5 • 6 • 7 • 8 • 9

Open questions: what needs to be clarified? • Question #1 • 5 • Question #2 • 6 • … • 7 • 4

Copyright © 2020 Mercer (US) Inc. All rights reserved. 34 OHA: A framework for health equity

(2019) Oregon Health Authority: Health Equity Committee

Copyright © 2020 Mercer (US) Inc. All rights reserved. 35 Virtual breakout room — health equity discussion template 2

What does Health Equity NOT look like?

• Example #1 • Example #2 • …

Open questions: what needs to be clarified? • Question #1 • 5 • Question #2 • 6 • … • 7 • 4

Copyright © 2020 Mercer (US) Inc. All rights reserved. 36 Bridge Strategies and Long Term Strategy View of these strategies from a health equity lens How do we help PEBB solve for 3.4%? Exploring the possibilities

Continuum of Strategies to Impact Costs

Unit Prices Benefit Coverage Delivery and Payment Model with Patient Behavior • Directly negotiate rural • Advocacy care Associated Risk Sharing • Concierge vendor Payments fee schedule prices management • Upside and downside • Transparency tool • Bundled payments risk • Contract with efficient • Stricter medical and • Require use of shared CCMs by county benefit policies • Centers of Excellence • Expand coordinated decision support tool care model • Reference based • Adjust plan values to • Health alliance to • Single telemedicine pricing benchmark influence how • Changing in-network solution providers operate to only include risk • Exclusive specialty • Risk adjust premiums • Consumer directed drug vendor for contributions bearing providers • Better integration of medical plan behavioral health and • High cost claim • Point solutions • Expert medical opinion EAP with medical management vendor • Single electronic • Address social health record provider determinants of health

Level of effort

Copyright © 2020 Mercer (US) Inc. All rights reserved. 38 Bridge strategies Alignment with OHA’s coordinated care model key elements

1. Concierge and Advocacy 2. Bundled Payments and 3. Digital Health Point 4. Expert Medical Opinion Services Centers Of Excellence (COE) Solutions (EMO) Best practices to Provides navigation to clinical services COE contracts typically require vetted Provides digital navigation, education, Incorporates evidence-based clinical manage and and benefit programs based on the clinical teams and use of evidence- and support for members with clinical guidelines in evaluating treatment coordinate care identified needs of the members based clinical guidelines conditions options Transparency in price May provide navigation to price and May include information about the May incorporate data on cost and quality May include information regarding and quality quality data if the plan includes that as a qualifications of the clinical teams, and depending on the solution quality providers benefit program the bundled payment amount is transparent Shared responsibility Should be included as a part of the Should be included as a part of the These solutions are aimed at providing Should be a part of this service, so that for health requirements for this service, so that service, since the health system should education and support for patients with when the proposed procedure is being patients are given information about be screening for the appropriateness of chronic conditions to accelerate self-care evaluated, the patients are also given treatment options the proposed procedure information about treatment options Measuring Primary measure is active and COE contracts typically include quality Primary measure is sustainable Primary measure is based on avoidance performance sustainable engagement with the service metrics, including performance engagement with the digital health of unnecessary services guarantees, such as warranties and solution screening out members who are not appropriate for services Paying for outcomes Potential array of performance Potential performance guarantees based Potential performance guarantees Potential performance guarantees and health guarantees related to member on clinical outcomes, return to function, related to percent of members engaged related to member experience, experience and engagement, referrals to and member experience with the digital health solution timeliness, and case outcomes clinical services, and improved health outcomes Sustainable rate of Some vendors are willing to tie fees to Not directly tied to total cost of care but Not directly tied to total cost of care but Not directly tied to total cost of care but growth overall trend growth depending on the should result in reductions in could contribute to reduce costs with could result in avoidance of unnecessary overall structure of the program unnecessary healthcare services better managed conditions services

Copyright © 2020 Mercer (US) Inc. All rights reserved. 39 Concierge / advocacy Overview and problems addressed

• Enhanced customer service staffed by highly qualified associates who seek to connect the dots between the caller’s question and the underlying root-cause in an effort to simplify the member’s healthcare journey • Advocacy solutions have the potential to impact the following strategic goals: Maintain or reduce medical trend

Educate healthcare consumers

Improve the member experience

Increase member engagement

Manage high-cost claimants

Enhance “employer of choice” perception

The paradigm shift: Transactional, volume-driven service Transformative, outcome-focused service • Customer service functions measured on call volume, • Customer service measured on referrals to relevant call times – the shorter the better services/programs, identifying and resolving members’ underlying questions • Clinical support teams viewed as a cost-center; emphasis on “making do” with resources at hand, • Clinical teams seen as key in achieving proactive without needing to invest more population health management • Limited integration between functions • Enhanced integration between functions; single point of contact where possible

Traditional carrier-led model Began as the carve-out niche, but carriers are adapting Copyright © 2020 Mercer (US) Inc. All rights reserved. 40 Strategy: concierge / advocacy

Projected Potential Savings Overlay digital navigation and advocacy services to the PPO plan and create steerage by offering the 2020 2021 2022 2023 highest level of benefits when receiving care $7M $11M $16M $17M through a concierge care management vendor Note: PEBB conducted a concierge/advocacy request for information in 2019 How this stacks up with key criteria How this could make people happy • Demonstrated savings with guaranteed ROI from some vendors • High quality, high touch guidance through the health care • Some vendors provide reduced trend guarantees with first system improves the experience year savings if implemented on a total replacement basis • Concierge service could help guide members and increase • Increased care coordination and improves the member utilization of relevant point solutions experience at the expense of current plan administrators How this could frustrate people • Maximum savings requires extreme disruption by outsourcing all customer service and care management to • Change from current customer service and care third party vendor management to a new administrator

Timing Carrier/vendor Communication Implementation medium new continuous high

Copyright © 2020 Mercer (US) Inc. All rights reserved. 41 Centers of Excellence (COE) Overview and problems addressed

What is the problem? What is a COE?

Lack of Extreme variation in A concentration of Delivered in a Yielding an transparency with cost and quality Lack of consumer expertise and comprehensive, exceptionally high cost of major across the US and awareness about resources in a interdisciplinary level of care surgeries within markets their options specific medical fashion area

A bundled episode of care and payment

A set of services Expected total to treat a costs for a Discourages Encourages Potentially condition or clinically defined unnecessary coordination improves quality perform a episode of care across providers and outcomes procedure services

Copyright © 2020 Mercer (US) Inc. All rights reserved. 42 Strategy: bundled payments with COE

Select and implement bundled payments for high Projected Potential Savings volume services with high cost variances, along with an enhanced travel benefit and Centers of 2020 2021 2022 2023 Excellence $2M $2M $2M $2M

How this stacks up with key criteria Note: the Innovation Workgroup plans on issuing a Request For Information in 2021 • Programs would be priced to provide savings off of current costs How this could make people happy • RFP to create bundles and determine centers of excellence • Improved benefits with warranties on outcomes of members’ would take at least a year surgeries • Rewards providers of high quality care but potentially • Concierge service for the member’s case fragments health care delivery • Engages members in their own treatment decisions • Uneven capabilities for current plans to administer • Shifts costs from fee for service to pay for value How this could frustrate people • Program can be disruptive but could be developed in conjunction with OEBB • Additional requirements, including shared decision making, to access higher level of benefits • Centers of excellence locations may require travel

Timing Carrier/vendor Communication Implementation medium current/new high medium

Copyright © 2020 Mercer (US) Inc. All rights reserved. 43 Point solutions Overview and problems addressed

Condition/risk-specific programs to improve the health outcomes of impacted individuals

Emerging point solutions are being developed across the healthcare continuum:

Across conditions: Across generations:

Behavioral Sleep Pregnancy Millennials Health

Cancer Musculoskeletal Cardiovascular Generation X

Diabetes Senior Care Provider quality Baby Boomers

Financial Chronic Disease Pharmacy Traditionalists wellness and Asthma

Copyright © 2020 Mercer (US) Inc. All rights reserved. 44 Point solutions Overview and problems addressed

Projected Potential Savings Condition/risk-specific programs to improve the health outcomes of impacted individuals 2020 2021 2022 2023 TBD TBD TBD TBD How this stacks up with key criteria How this could make people happy • Individual programs typically provide return on investment guarantees • Targeted solutions for the members’ specific conditions • Each solution would likely save under $1 million per year • Improved care, health outcomes, and/or lower member costs • Programs attempt to achieve the Triple Aim but would segment care away from current providers and vendors • Utilization and engagement requires high level of How this could frustrate people communication • Care is fragmented and members and their doctors will • Point solutions are delivered by outside vendors need to interact with an outside vendor • Solutions may be disruptive to members

Communication Timing Carrier/vendor Implementation directed and short new medium continuous

Copyright © 2020 Mercer (US) Inc. All rights reserved. 45 Expert Medical Opinion (EMO) Overview and problems addressed

• What is the problem? – Expert Medical Opinion (EMO) vendor data suggests over 30% of diagnoses and over 60% of treatment plans are incorrect – Employers and members may pay more than needed for excess and inappropriate testing and care, often with less than optimal outcomes – Patients and families feel overwhelmed by a diagnosis of a serious or rare medical condition – Health plan support is limited to in-network “experts” and health plans are cautious about the appearance of favoritism in selecting a limited group of experts • What is the solution?

Provides quick Focused Provides the access to primarily on right diagnosis Works with second opinion individuals with and most treating with nationally- complex or rare effective physician recognized diseases (1-5% treatment plan expert of population)

Copyright © 2020 Mercer (US) Inc. All rights reserved. 46 Strategy: Expert Medical Opinion

Enables employees struggling with a medical Projected Potential Savings decision to have their medical case reviewed by experts to confirm the diagnosis and treatment 2020 2021 2022 2023 plan, or to offer an alternative diagnosis and/or $1M $1M $1M $1M treatment approach How this could make people happy How this stacks up with key criteria • Reassurance on diagnosis or treatment plan • Potentially improves outcomes with members facing complex • Concierge customer service or rare diagnoses • Availability of top providers for rural members • Demonstrated savings per utilization but program costs are • Service can be extended to non-covered family members $2 to $5 PEPM • Utilization of the program may be low unless highly communicated How this could frustrate people • Supports Triple Aim but could fragment care • May result in a conflicting opinion with a different treatment • Program requires a third party administrator plan than original doctor’s • Can be implemented in a short time frame • Program understanding/awareness may be low unless well- communicated

Communication Timing Carrier/vendor Implementation directed and short new medium continuous

Copyright © 2020 Mercer (US) Inc. All rights reserved. 47 Long term strategy

Copyright © 2020 Mercer (US) Inc. All rights reserved. 48 Approved by PEBB OHA’s guiding principles for value based care Board 8/20/2019

Costs Care Transformation Member Experience

• Leverage the state’s purchasing • Leverage data across state • Improve health equity by power to receive better value and programs to address outlier costs, recognizing PEBB members are drive transformative change waste, and inefficiency in the system diverse and originate from racially, • Move from a fee-for-service system • Engage with innovative delivery ethnically, culturally, gender- and that rewards volume and price systems in communities statewide ability- diverse communities increases to a payment system that that use evidence-based medicine throughout the state. rewards value, quality, and financial to maximize health and use dollars • Promote health and wellness sustainability wisely through consumer education, • Create benefits that are affordable • Focus on improving quality and healthy behaviors, and informed to employers and employees outcomes, not just providing health choices • Obtain cost reductions from care • Provide accessible, understandable, improved efficiency and effective • Create appropriate provider, health and actionable information about care delivery, not from cost shifting plan, and consumer incentives that costs, outcomes, and other health to members encourage the right care at the right data to members, providers, and time for the right person at the right other stakeholders for informed setting of care decision-making

Copyright © 2020 Mercer (US) Inc. All rights reserved. 49 Approved by PEBB Vision Board 8/20/2019 A look at the new health plan

Oregon’s coordinated care model has resulted in improved quality and reduced costs. PEBB will continue to evolve the coordinated care model building off the success to date while further advancing the model to improve health and healthcare, enhance the member experience, and lower costs.

Copyright © 2020 Mercer (US) Inc. All rights reserved. 50 Alignment with OHA’s key Approved by PEBB elements of coordinated care model Board 8/20/2019

How the Oregon PEBB Health Plan will align with OHA’s CCMs:

Providing equitable, Transparency in Partnering with communities to patient centered care price and quality support health and health equity

The Health Plan will be expected to The Health Plan will offer tools and The Health Plan will coordinate with provide care based on the member’s resources for the member about the costs community resources and services to meet needs and preferences and quality of care within its provider the member’s medical and human service network while supporting the member’s needs throughout the healthcare system decision making about healthcare choices

Financial stability and Measuring performance and efficiency Paying for outcomes strategic investment and health

The Health Plan will report on key The Health Plan will incent providers to measures of health compared to targets, The Health Plan will keep its annual deliver care that achieves the best including member experience, care from medical trend rate at or below 3.4% with a outcomes for the member with financial physicians and behavioral health directional decrease over time impacts based on outcomes specialists, hospitalizations, and other quality metrics

Copyright © 2020 Mercer (US) Inc. All rights reserved. 51 How will PEBB do this? Approved by PEBB Board 8/20/2019

Over the next year, PEBB will establish clear requirements for future health plans that can commit to advancing the coordinated care model by improving quality, reducing costs, and improving the member experience while seeking innovative health delivery system designs and delivery models

Value-Based Payments Quality Metrics Enhanced Patient Experience

Advanced value-based payment Set quality and performance Establish metrics to measure and arrangements that incent the health expectations and increase the amount improve patient experience, including care system to reduce unnecessary of payments to plans based on health equity, social determinants of services and unnecessary costs while whether the health systems meet health, patient reported outcomes, improving care, including alignment those expectations, including physical and patient empowerment metrics with CCO 2.0 expectations that 70% health and behavioral health metrics of payments be in an advanced value- based payment category by 2024

Copyright © 2020 Mercer (US) Inc. All rights reserved. 52 What does this mean for members? Approved by PEBB Board 8/20/2019

PEBB is still in the design phase of creating the future vision of coordinated care model plans

Members will retain the opportunity to choose which plan they enroll in

The new health plan will offer the opportunity to enroll in higher value, lower cost plans for members

The new health plan will align and further evolve to meet the goals of the triple aim, the governor’s healthcare priorities, OHA’s guiding principles, and PEBB’s vision

Copyright © 2020 Mercer (US) Inc. All rights reserved. 53 Discussion: Bridge and Long Term Strategies Virtual breakout rooms: discussion on bridge and long term strategies

Shortly, you will be randomly divided into breakout groups via Zoom

In your groups, please use the provided templates to discuss the following:

1 How do the identified bridge strategies support a health equity strategy?

2 How does PEBB’s long term strategy support a health equity strategy?

1. Please complete the templates within your group. Your moderators Michael, Kirk, Maddie, Katie, Mitch, and Alexa will capture your thoughts 2. After the breakout sessions, we will ask you to present your results to the group

Time in your breakout session: 10 minutes

Copyright © 2020 Mercer (US) Inc. All rights reserved. 55 Virtual breakout room – bridge & long term strategies discussion template 1

How do the identified bridge strategies support a health equity strategy? (Concierge and Advocacy Services; Bundled Payments and Centers of Excellence; Digital Health Point Solutions; Expert Medical Opinion)

• 1 • 10 • 2 • 11 • ... • 4 • 5 • 6 • 7 • 8 • 9

Open questions: what needs to be clarified? • Question #1 • 5 • Question #2 • 6 • … • 7 • 4

Copyright © 2020 Mercer (US) Inc. All rights reserved. 56 Virtual breakout room – bridge & long term strategies discussion template 2

How does PEBB’s long term strategy support a health equity strategy? (Value Based Care and the Coordinated Care Model) • Example #1 • Example #2 • …

Open questions: what needs to be clarified? • Question #1 • 5 • Question #2 • 6 • … • 7 • 4

Copyright © 2020 Mercer (US) Inc. All rights reserved. 57 Appendix ACO Board input: November 2018 Board retreat Member success measures for an ACO

The Board was asked to rank order its top five from the following success measures from the Member :

Points Receives comprehensive care for all physical and behavioral health needs 8.80 Less administrative hassle 8.25 Lower premium costs 8.00 Lower cost shares, such as lower co-pays, deductibles, and co-insurance 8.00 Has navigator support throughout the healthcare system 7.67 Easier access to healthcare providers 7.25 Feels respected and honored for personal preferences and values 6.75 Feels empowered and educated for self-care 5.00 Has multiple channel access to healthcare services and education 4.75 Gets whatever medication or healthcare service/procedure that is asked for 2.33 Other:

* One abstention

Copyright © 2020 Mercer (US) Inc. All rights reserved. 59 ACO Board input: November 2018 Board retreat PEBB’s success measures for an ACO

The Board was asked to rank order the following success measures from the PEBB Board and Staff perspective

Points Comprehensive reporting demonstrating the positive financial, clinical, and member/patient experience 4.80 outcomes Has all performance guarantees met by the ACO 4.67 Meets or exceeds financial targets 4.20 Minimal or no member complaints 3.40 Able to clearly articulate the value proposition of the ACO to all stakeholders resulting in achieving the desired 3.00 ACO enrollment Other:

Copyright © 2020 Mercer (US) Inc. All rights reserved. 60 ACO Board input: November 2018 Board retreat Healthcare delivery system success measures for an ACO

The Board was asked to rank order the following success measures from the PEBB Healthcare Delivery System perspective

Points Demonstrated improvements in the clinical, financial, and member/patient experience outcomes 5.50 Able to meet or exceed all quality metrics and other targets while receiving the maximum financial rewards for 4.17 performance Incorporates systematic shared decision making (including patient decision aids) with patients resulting in 4.00 improved clinical outcomes, empowered patients, and lower costs Able to redesign clinical workflows with care teams and electronic health records (EHRs) to deliver efficient, 3.80 effective, comprehensive, patient-centered, team-based care Able to leverage the work with PEBB for other contracts and products with other plan sponsors 2.20 Increase volume of patients 1.75

Copyright © 2020 Mercer (US) Inc. All rights reserved. 61 ACO Board input: November 2018 Board retreat Carrier/administrator success measures

The Board was asked to rank order the following success measures from the Carrier/Administrator perspective

Points Able to meet or exceed all performance guarantees 4.83 Provides accurate, timely, and meaningful data with the ACO and all benefit vendors 4.40 Able to administer accurate, efficient, and timely value-based payments 4.25 Able to coordinate and integrate with the ACO for optimal and non-duplicative clinical management 3.60 services Able to leverage the ACO work with PEBB for other contracts and products with other plan sponsors 3.00 Provides timely and meaningful data on critical metrics 2.40

Copyright © 2020 Mercer (US) Inc. All rights reserved. 62 Health equity timeframe

Sept. – Dec. 2020 Jan. – March 2021 April – June 2021 July – Dec. 2021 Jan. – Dec. 2022

• Board retreat • Stakeholder • Assess vendor • Implement plan • Publish report • Summary of meetings capabilities • Mitigate risks & card with success strategies • Refinement of • Project plan to barriers metrics • Report on strategies implement • Board actions • Adjust as necessary available data • Priorities & • Stakeholder • Stakeholder success metrics meetings meetings • Board actions identified • Stakeholder meetings

Copyright © 2020 Mercer (US) Inc. All rights reserved. 63 Oregon PEBB Guiding Principles

Triple Aim Improve the quality of care Improve the patient experience Deliver care more efficiently

Improving Behavioral Health systems & Address social determinants of health and Maintain a sustainable cost growth increase value and pay for performance equity

OHA Guiding Social Access Innovation with Patient-centered Health equity Collaborative determinants of Principles accountability partnerships health

An innovative Accessible and PEBB delivery system Promotion of understandable Appropriate Vision in communities A focus on health and information about provider, health statewide that improving quality wellness through costs, outcomes, plan and consumer Benefits that are uses evidence- and outcomes, not consumer and other health incentives that affordable to based medicine just providing education, healthy data that is encourage the right employers to maximize health care behaviors, and available for care at the right and employees health and use informed choices informed decision- time and place dollars wisely making

Health Patients Delivery System Plan Sponsor and Administrator Plan Success Measure Areas

Copyright © 2020 Mercer (US) Inc. All rights reserved. 64 Oregon’s prevalence of selected chronic conditions

Total Ethnicity Race Totals Population Black or American Hispanic or Not Hispanic or Asian American Multi-racial or White African Indian or State National Latino Latino or NHOPI other (4.1M) American Alaska Native Population breakout – 12.8% 87.2% 84.3% 1.9% 1.2% 4.6% 8.0% 100.0% N/A Oregon PREVALENCE OF SELECTED CHRONIC CONDITIONS Asthma 18.2% 17.0% 16.9% 25.5% 29.2% 9.4% 20.5% 17.3% 13.6% Diabetes 12.4% 9.2% 9.2% 14.7% 13.3% 8.0% 10.6% 9.4% 10.8% Heart Disease 2.7% 4.6% 4.5% 5.3% 10.4% 1.1% 3.2% 4.5% 4.3% HIV Rate (per 100K) 236.1 NC 181.2 761.6 124.6 84.2 234.0 193.7 362.3

Red text indicates being above the state and national threshold

Source: State and Territorial Efforts to Reduce Health Disparities, 2016 Survey, Office of Minority Health, U.S. Department of Health and Human Services

Copyright © 2020 Mercer (US) Inc. All rights reserved. 65 Rate of preventive services in the state of Oregon

Total Ethnicity Race Totals Population Black or American Hispanic or Not Hispanic or Asian American Multi-racial or White African Indian or State National Latino Latino or NHOPI other (4.1M) American Alaska Native Population breakout – 12.8% 87.2% 84.3% 1.9% 1.2% 4.6% 8.0% 100.0% N/A Oregon PREVENTIVE SERVICES Received routine check 60.6% 66.4% 66.3% 67.1% 63.2% 67.4% 63.7% 66.1% 72.2% up in the 12 months Received an oral health visit in the past 12 60.9% 69.2% 68.7% 72.6% 74.1% 69.2% 68.7% 68.9% 66.5% months Received flu vaccine 27.4% 36.6% 36.4% 24.5% 34.0% 40.1% 32.6% 36.0% 38.4%

Red text indicates being above the state and national threshold

Source: State and Territorial Efforts to Reduce Health Disparities, 2016 Survey, Office of Minority Health, U.S. Department of Health and Human Services

Copyright © 2020 Mercer (US) Inc. All rights reserved. 66 COVID-19 deaths by race and ethnicity in the United States

Source: APM Research Lab, The Color of the Coronavirus, COVID-19 Deaths by Race and Ethnicity in the U.S., Aug. 19, 2020

Copyright © 2020 Mercer (US) Inc. All rights reserved. 67 Demographic distribution of COVID-19 cases in Oregon

88% 86% 88% 86% Cases Deaths Cases Deaths Race Percent of Percent of Percentages Race Percent of Percent of Percentages Population Cases of Deaths Population Cases of Deaths Black or African 2% 4%* 3% Hispanic or Latino 13% 46%* 16% American Not Hispanic or Latino 87% 54% 84% Asian alone 4% 3% 4% Native Hawaiian or <1% 2%* 2% Pacific Islander alone American Indian or 1% 3%* 2% Native alone Two or More Races 3% 2% 2% White alone 84% 46% 75% Some other race 5% 40% 12%

* Noted group’s cases or death proportion as suggestive of racial/ethnic disparity when it meets three criteria: 1. Is at least 33% higher than the Census Percentage of Population 2. Remains elevated whether we include or exclude cases/deaths with unknown race/ethnicity 3. Is based on at least 30 actual cases or deaths

Source: The COVID Tracking Project, Racial Data Tracker: Racial Data Dashboard

Copyright © 2020 Mercer (US) Inc. All rights reserved. 68

Phase 3: Developing the Organizational Action Plan

November 17, 2020

Michael Garrett, MS, CCM Principal, Total Health Management and Inclusive Benefits Practice

welcome to brighter Organizational Change Management Organizational change management Challenges and opportunities

• Organizational change refers to the actions taken in modifying a major component of its organization • Organizational change management is the method of leveraging change to bring about a successful resolution • Transformational changes have a larger scale and scope than adaptive changes, involving evolution in strategy, governance structure, people and/or business processes Building Blocks for Success

Strategic Thinking Communication Leadership Accountability

Leadership Measurement & Analysis Interpersonal Skills Planning

Copyright © 2020 Mercer (US) Inc. All rights reserved. 3 Framework for organizational change management AGILE

A G I L E

Awareness Goal Identify Leverage Evaluate and of Issues Setting Improvements Resources Improve Results

• Seeing the need for • Articulate the • Create the glide path • Secure the • Systematic review of change success metrics & for enhancing necessary resources metrics with ideal state capabilities to achieve the goals improvement plans as necessary

Pre-Contemplation Contemplation Preparation Action Maintenance

Agile: Able to move quickly and easily

Copyright © 2020 Mercer (US) Inc. All rights reserved. 4 A Awareness of issues

Gaining knowledge Focusing on the most Obtaining insights into Communicating why about why change is important reasons to what has failed change is necessary necessary change

Copyright © 2020 Mercer (US) Inc. All rights reserved. 5 G Goal setting

Identifying the Looking at the goals measurable and Creating the vision of Prioritizing and from the perspective meaningful success the ideal state sequencing the goals of all stakeholders metrics for accountability

Copyright © 2020 Mercer (US) Inc. All rights reserved. 6 I Identify improvements

Evaluating what Creating the pathway Establishing Selecting the cadence needs to improve for from present state to accountabilities for the and method for all stakeholders future state improvements reporting on progress

Copyright © 2020 Mercer (US) Inc. All rights reserved. 7 L Leverage resources

Identifying an Obtaining necessary Forming a governance escalation process for resources for structure to monitor mitigation of barriers improvements the improvements to progress

Implementing Comparing progress improvement plans to goals when necessary

Copyright © 2020 Mercer (US) Inc. All rights reserved. 8 E Evaluate and improve results

Identifying Implementing Establishing Evaluating results improvement improvement plans transparent reporting against goals opportunities when indicated

Copyright © 2020 Mercer (US) Inc. All rights reserved. 9 You need a degree of foolishness to cause disruptive change in healthcare. Dare to dream.

Vinod Khosla

Copyright © 2020 Mercer (US) Inc. All rights reserved. 10 Visioning Session Agenda

What is a visioning Expected deliverable Visioning process Next steps session?

Copyright © 2020 Mercer (US) Inc. All rights reserved. 12 Visioning session

• Technique used to support a group of stakeholders in developing a shared vision of the future

• Involves asking participants to appraise where they are now and where they can realistically expect to be in the future

• “A Vision of Success” is a clear and succinct description of what the organization should look like after it successfully implements its strategies and achieves its full potential

Copyright © 2020 Mercer (US) Inc. All rights reserved. 13 Expected deliverable

• A vision statement with the following elements

– Include desired outcomes and benefits

– Based on experience of past decisions and actions as much as possible

– Be inspirational

– Be widely disseminated and used to help guide organizational decisions and actions

Copyright © 2020 Mercer (US) Inc. All rights reserved. 14 Visioning Session Virtual breakout rooms — health equity visioning session from stakeholder perspective

Shortly, you will be randomly divided into breakout groups via Zoom. In your groups, please use the provided templates to discuss the following:

1 What are your biggest benefit challenges? What impact do these create? What do you want your employees/prospective employees/Glassdoor to say about 2 your benefit plans in three years? 3 Do your current programs get you there? Why or why not? 4 What is working well and what needs improvement? 5 How will health equity positively impact PEBB? 6 What will PEBB need to achieve the optimal health equity? 7 How will PEBB know health equity goals were achieved?

1. Please complete the templates within your group. Your moderators Michael, Kirk, Maddie, Katie, Mitch, and Alexa will capture your thoughts 2. After the breakout sessions, we will ask you to present your results to the group

Time in your breakout session: 20 minutes Copyright © 2020 Mercer (US) Inc. All rights reserved. 16 Virtual breakout room — health equity visioning session from stakeholder perspective (template 1)

What are your biggest benefit challenges? What impact do these benefit challenges create?

• Challenge #1 • Example #1 • Strength #2 • Example #2 • ... • … • 4 • 5 • 6 • 7 • 8 • 9 • 10

Copyright © 2020 Mercer (US) Inc. All rights reserved. 17 Virtual breakout room — health equity visioning session from stakeholder perspective (template 2)

What do you want your employees/prospective Do your current programs get you there? employees/Glassdoor to say about your benefit Why or why not? plans in three years? • Example #1 • Example #1 • Example #2 • Example #2 • ... • … • 4 • 5 • 6 • 7 • 8 • 9 • 10

Copyright © 2020 Mercer (US) Inc. All rights reserved. 18 Virtual breakout room — what is working well and what needs improvement? (template 3)

For each category, describe For each category, describe what is working well what needs improvement Member experience and engagement Data and reporting Healthcare quality Financials/costs Integration Communication Benefit plan design Carriers and benefit vendor partners Unions OHA leadership Board members Healthcare organizations, providers, and staff

Copyright © 2020 Mercer (US) Inc. All rights reserved. 19 Virtual breakout room — how will health equity positively impact PEBB? (template 4)

For each category, describe how health equity positively impacts PEBB Member experience and engagement Data and reporting Healthcare quality Financials/costs Integration Communication Benefit plan design Carriers and benefit vendor partners Unions OHA leadership Board members Healthcare organizations, providers, and staff

Copyright © 2020 Mercer (US) Inc. All rights reserved. 20 Virtual breakout room — what will PEBB need to achieve the optimal health equity? (template 5)

For each category, describe what is needed to achieve optimal health equity Carriers and administrators Healthcare organizations, providers, and staff Members OHA Other benefit suppliers/vendors Board Consultants

Copyright © 2020 Mercer (US) Inc. All rights reserved. 21 Virtual breakout room — describe how PEBB will know that the desired goals of Health equity have been achieved (template 6)

For each category, describe how PEBB will know health equity goals were achieved? Member experience and engagement Data and reporting Healthcare quality Financials/costs Integration Communication Benefit plan design Carriers and benefit vendor partners Unions OHA leadership Board members Healthcare organizations, providers, and staff

Copyright © 2020 Mercer (US) Inc. All rights reserved. 22 Implementation Planning Virtual breakout rooms – next steps

Shortly, you will be randomly divided into breakout groups via Zoom.

In your groups, please use the provided templates to discuss the following:

Plan for implementation, including assignments, responsibilities, and 1 timeframes

1. Please complete the templates within your group. Your moderators Michael, Kirk, Maddie, Katie, Mitch, and Alexa will capture your thoughts 2. After the breakout sessions, we will ask you to present your results to the group

Time in your breakout session: 20 minutes

Copyright © 2020 Mercer (US) Inc. All rights reserved. 24 Virtual breakout room — next steps (template 1)

Plan for implementation, including assignments, responsibilities, and timeframes

1) Deliverables for PEBB?

2) Deliverables for OHA?

3) Deliverables for Consultants?

4) Deliverables for Benefit Carriers/Vendors?

5) Deliverables for Healthcare Organizations, Providers, and Staff?

6) Other deliverables?

Copyright © 2020 Mercer (US) Inc. All rights reserved. 25 Evaluation of the Retreat and Wrap Up Evaluation of retreat

You have a meeting to make a decision, not to decide on the question.

Bill Gates

Never doubt that a small group of thoughtful, committed people can change the world. Indeed, it is the only thing that ever has.

Margaret Mead

Change does not roll in on the wheels of inevitability, but comes through continuous struggle.

Rev. Dr. Martin Luther King, Jr.

Copyright © 2020 Mercer (US) Inc. All rights reserved. 27 Polling questions

Did we achieve the goals of the retreat? How would you rate the retreat today? (Check One) (Check One) • Completely • Excellent • Mostly • Good • Kind of • Fair • Not really • Poor

What would have made the retreat more effective? (Check all that apply) • In-person • More interaction • Better facilitators • Less interaction • Less time • Different format • More time • Fewer agenda topics • Different agenda topics

Copyright © 2020 Mercer (US) Inc. All rights reserved. 28 Wrap up

• Final thoughts and comments

Copyright © 2020 Mercer (US) Inc. All rights reserved. 29 Appendix Member critical elements

• Clear relationship with the care team and the delivery system that demonstrates cultural and linguistic competencies in meeting member needs/preferences • Receives high quality healthcare delivery from healthcare organizations, providers, and staff • Receives high quality customer service from the carrier/administrator • Experiences low hassle factor with administrative (e.g., eligibility, benefits, etc.) and clinical (e.g., accessing care, interacting with the care team, etc.) • Has accessible multiple channels to care (e.g., telemedicine, nurse line, emailing, texting, app, audio, video, etc.) • Receives education and support from care team that is understandable and actionable • Uses tools and resources for self-care (e.g., patient decision aids)

Copyright © 2020 Mercer (US) Inc. All rights reserved. 31 Healthcare organization, providers, and staff critical elements

• Leadership commitment with the dedication of appropriate resources, education, training, and support for all caregivers to provide culturally and linguistically appropriate services • Care teams across the healthcare continuum with the appropriate staff qualifications and infrastructure to perform proactive population health management based on member needs and preferences • Empowered electronic health record (EHR) that contain member demographics in order to provide efficient communication, information sharing, and incorporates evidence-based guidelines • Commitment to the meet the physical health, behavioral health, and social determinants of health needs of the member, including service delivery and clinical delivery • Rigorous and transparent quality commitment, including reporting and improvement activities related to addressing health disparities in the journey to health equity

Copyright © 2020 Mercer (US) Inc. All rights reserved. 32 PEBB Board critical elements

• Create a plan design and select benefit vendors/suppliers that facilitate health equity • Articulate the health equity requirements/expectations from healthcare organizations, providers, and staff as well as from the carrier/administrator • Communicates and reinforces the focus on diversity, equity, and inclusion to all stakeholders through multiple channels (e.g., audio, video, email, etc.) • Strongly encourage vendor/supplier diversity, integration, and collaboration • Ensures timely and accurate information and data sharing routinely occurs, including information on health disparities and health equity • Negotiates meaningful member experience, clinical quality, and administrative metrics with performance guarantees • Reviews transparent reporting with improvement initiatives when indicated on health disparities, healthcare quality, and health equity measures

Copyright © 2020 Mercer (US) Inc. All rights reserved. 33 Administrator critical elements

• Ability to provide information to members on the demographics of the in-network providers to allow for provider selection based on demographic preferences • Provides cultural competency training and oversight of the provider network and staff, including clinical, administrative, and customer service representatives • Ability to identify social risks and provide navigation to community based organizations to meet the social needs • Demonstrates ability to identify and address health disparities based on analysis of the demographics of the membership • Establish clear administrative processes for the inclusive plan design • Reinforces through multi-channel messaging (e.g., audio, visual, app, etc.) the communication regarding the focus on diversity, equity, and inclusion • Ability to adhere to member experience, clinical, and administrative performance guarantees

Copyright © 2020 Mercer (US) Inc. All rights reserved. 34