"An EAP is a professional assessment, referral, and/or short-term counseling service offered to employees with alcohol, drug, or mental health problems. Employees are either self-referred or referred to the EAP by supervisors. EAP services also include managerial/supervisory consultation and union steward trainings, employee orientations, childcare, elder care, critical incident response, and employee education. Eligible clients often include the employees' family members, including their significant others and retirees." from “Employee Assistance Programs in the New Millennium” by Dr. Dale Masi, 5/26/06.

EAP - to be selected by RFP by Masi Research Consultants

• short term counseling, face to face, telephonic
• increased life and job productivity
• tools to improve health outcomes
• enhancing employee attraction and retention

Wellness - non-HIPAA

• Wellness consultant - Heather Provino, CEO, Provant Health Solutions, LLC
• Wellness company - Wellness Essentials by Team Cornerstone

Fitness and Nutrition - contact pending

• Fitness Consultant
• Fitness Company

Focused Coaching (for employees and employers)
The Institute for Life Coach Training, CEO Dr. Patrick Williams

• This benefit is for employees, owners, management, sales producers and entrepreneurs.
• This plan is for employees and small employers who are motivated to get to a higher level.
• This will have membership rewards.
• All referrals to go to initiative companies.

Where’s the Money (www.themontgomeryfinancialgroup.com):

• This company is run by a Certified Financial Planner ™Practitioner.
• They will teach the employer and employee how to create and live with a budget joyfully.
• All referrals to go to initiative companies.

Small Business Consulting (www.theexecutivesuite.com):

• This benefit is for the employer to create goals and systems to do the necessary financial, marketing and human resource management of their business.
• Assisting a new or growing company with daily personnel and management needs.
• Supporting small and mid size companies with business solutions.
• This benefit will have membership rewards.
• All referrals to go to initiative companies.

Incentive Rewards

• the Omega Corporation, Jean Hallem, VP Sales

Award Companies (contact pending):

• The companies that provide not only the plaques and trophies but the systems of recognition.
• These systems allow the employer to recognize its achievers.

All referrals to go to initiative companies.

Notes:

A referral mechanism will exist for each product. Masi Research Consultants, Inc. will act as EAP Consultant.
All references to websites are for a hypothetical informative basis only.

The following are a list of companies that are being considered for the initiative and are for hypothetical purposes:

• EAP Consultant: Masi Research Consultants, Dr. Dale Masi (President)

• Wellness Consultant: Provant Health Solutions Heather Provino (CEO)

• Wellness Company: W.E. Benefit Amy Gallagher MBA

• Coaching: The Institute For Life Coach Training, Dr. Patrick Williams (CEO)  

• Employer/Employee Budgeting: Mongomery Financial Group, Herb Montgomery (CFP Practioner)

• Small Business Consulting: The Executive Suite, Elizabeth Harris Moritz (Pres.)

• Membership Rewards: The Omega Corporation, Jean Hallem (V.P. Sales)