2014-N-15780_Achieving_Public_Health_Impact_Through_Policy.doc

SOLICITATION, OFFER AND AWARD

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

RATING

PAGE OF

2. CONTRACT NO.

3. SOLICITATION NO.

2014-N-15780

4. TYPE OF SOLICITATION

X

NEGOTIATED (RFP)

5. DATE ISSUED

6. REQUISITION/PURCHASE NO.

000HCAQB-2012-44129

Centers for Disease Control and Prevention (CDC)

Procurement and Grants Office (PGO)

2920 Brandywine Road

Atlanta, GA 30341-5539

Approved as to Form and Legality: _____________________________

NOTE: In sealed bid solicitations “offer” and “offeror” mean “bid” and “bidder.”

SOLICITATION

9. Sealed offers in original and handcarried, in the depository located in 2:00pformtext until local time 1/22/2014 CAUTION -- LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR INFORMATION

CALL:

A. NAME

Matthew Williams

B. TELEPHONE (NO COLLECT CALLS)

AREA CODE NUMBER: EXT:

C. E-MAIL ADDRESS

policyidiq@cdc.gov

11. TABLE OF CONTENTS

(x)

DESCRIPTION

(x)

DESCRIPTION

X

REPRESENTATIONS, CERTIFICATIONS, AND

OFFER (Must be fully completed by offeror)

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52-232-8)

10 CALENDAR DAYS

20 CALENDAR DAYS

30 CALENDAR DAYS

CODE

FACILITY

16. NAME AND ADDRESS OF PERSON AUTHORIZED TO SIGN OFFER

15B. TELEPHONE NO.

AREA CODE NUMBER EXT.

15C. CHECK IF REMITTANCE ADDRESS

SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE

18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED

20. AMOUNT

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

21. ACCOUNTING AND APPROPRIATION

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

ITEM

Centers for Disease Control and Prevention (CDC)

Procurement and Grants Office (PGO)

2920 Brandywine Road

Atlanta, GA 30341-5539

Centers for Disease Control and Prevention (FMO)

PO Box 15580 404-718-8100

Atlanta, GA 30333-0080

26. NAME OF CONTRACTING OFFICER (Type or print)

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

IMPORTANT -- Award will be made on this form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

STANDARD FORM 33 (REV. 9-97)

PREVIOUS EDITION IS UNUSABLE

Prescribed by GSA

FAR (48 CFR) 53.214©

Section B - Supplies Or Services And Prices/Costs

Domain 1: Policy and Economic Analyses

FULL AND OPEN

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 1, Policy and Economic Analyses, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

Period of Performance: Date of Award - 03/31/2016 TBD on individual task orders

Pricing table to include labor categories and rates

(See business proposal instructions) TBD on individual task orders

Domain 2: Stakeholder Engagement, Assessment and Analysis

SMALL BUSINESS SET-ASIDE

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 2, Stakeholder Engagement, Assessment and Analysis, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Domain 3: Policy Dissemination through Communication, Capacity Building, Training, and Technical Assistance

SMALL BUSINESS SET-ASIDE

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 3, Policy Dissemination through Communication, Capacity Building, Training, and Technical Assistance, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Period of Performance: Date of Award - 03/31/2016

TBD

NOT TO EXCEED:

Option Period 1 Items:

Domain 1: Policy and Economic Analyses

FULL AND OPEN

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 1, Policy and Economic Analyses, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

Period of Performance: 04/01/2016 - 03/31/2018 TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Domain 2: Stakeholder Engagement, Assessment and Analysis

SMALL BUSINESS SET-ASIDE

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 2, Stakeholder Engagement, Assessment and Analysis, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Achieving Public Health Impact Through Policy: Analysis, Engagement and Dissemination Domain 3: Policy Dissemination through Communication, Capacity Building, Training, and Technical Assistance

SMALL BUSINESS SET-ASIDE

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 3, Policy Dissemination through Communication, Capacity Building, Training, and Technical Assistance, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Period of Performance: 04/01/2016 - 03/31/2018

TBD

NOT TO EXCEED:

Option Period 2 Items:

Domain 1: Policy and Economic Analyses

FULL AND OPEN

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 1, Policy and Economic Analyses, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

Period of Performance: 04/01/2018 - 03/31/2020 TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Domain 2: Stakeholder Engagement, Assessment and Analysis

SMALL BUSINESS SET-ASIDE

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 2, Stakeholder Engagement, Assessment and Analysis, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Domain 3: Policy Dissemination through Communication, Capacity Building, Training, and Technical Assistance

SMALL BUSINESS SET-ASIDE

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 3, Policy Dissemination through Communication, Capacity Building, Training, and Technical Assistance, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Period of Performance: 04/01/2018 - 03/31/2020

TBD

NOT TO EXCEED:

Option Period 3 Items:

Domain 1: Policy and Economic Analyses

FULL AND OPEN

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 1, Policy and Economic Analyses, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

Period of Performance: 04/01/2020 - 03/31/2022 TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Domain 2: Stakeholder Engagement, Assessment and Analysis

SMALL BUSINESS SET-ASIDE

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 2, Stakeholder Engagement, Assessment and Analysis, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Domain 3: Policy Dissemination through Communication, Capacity Building, Training, and Technical Assistance

SMALL BUSINESS SET-ASIDE

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 3, Policy Dissemination through Communication, Capacity Building, Training, and Technical Assistance, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Period of Performance: 04/01/2020 - 03/31/2022

TBD

NOT TO EXCEED:

Option Period 4 Items:

Domain 1: Policy and Economic Analyses

FULL AND OPEN

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 1, Policy and Economic Analyses, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

Period of Performance: 04/01/2022 - 03/31/2024 TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Domain 2: Stakeholder Engagement, Assessment and Analysis

SMALL BUSINESS SET-ASIDE

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 2, Stakeholder Engagement, Assessment and Analysis, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Domain 3: Policy Dissemination through Communication, Capacity Building, Training, and Technical Assistance

SMALL BUSINESS SET-ASIDE

The Contractor, as an independent organization and not as an agent of the Government, shall furnish all knowledgeable key workers, expertise, and necessary materials in performing public health policy studies in Domain 3, Policy Dissemination through Communication, Capacity Building, Training, and Technical Assistance, for the CDC in accordance with the attached Performance Work Statement (PWS) and individual task orders to be issued against this IDIQ contract.

TBD on individual task orders

Pricing table to include labor categories and rates

TBD on individual task orders

Period of Performance: 04/01/2022 - 03/31/2024

TBD

NOT TO EXCEED:

NOTE: Please submit any and all questions in writing to Matthew Williams at policyidiq@cdc.gov. All questions must be submitted in writing, by email, no later than 2:00pm on December 10, 2013.

B.1 General

Achieving Public Health Through Policy is an indefinite delivery, indefinite quantity (IDIQ) contract to provide the Centers for Disease Control and Prevention (CDC) a mechanism to obtain policy services or products in policy and economic analyses, stakeholder engagement, assessment and analysis and policy dissemination through communication, capacity building, training and technical assistance. The primary focus of this contract is domestic policy, although certain task orders may be applicable to CDC’s global health work. The Contractor, acting as an independent contractor and not as an agent of the government, shall furnish all materials, personnel, facilities, support and management necessary to provide the services as set forth below in accordance with the Performance Work Statement (PWS).

While all contractors will be given a fair opportunity to compete for each requirement in the domain(s) for which it has been selected, a contractor may indicate in writing once a requirement is received that it does not intend to compete for that requirement, though when making this decision consideration should be given to clause G.14 Off-Ramping of Contractors.

(End of Clause)

B.2 Base and Option Periods

The term of this IDIQ contract is a two (2) year base period and four (4) two-year option periods, comprising a ten (10) year ordering period if all options are exercised by the Government.

(End of Clause) B.3 Ordering of Services

Orders for services will be conducted through the issuance of individual task orders in accordance with Paragraph G.11, Award of Task Orders, and the Ordering Clauses in Section I. Funds will be obligated under each individual task order which will be competed among the contractors and issued as requirements arise.

Task Orders will be issued in compliance with FAR Part 16.505(b)(1), Orders Under Multiple-Award Contracts, Fair Opportunity, including the specified exceptions.

(End of Clause) B.4 Type of Contract

This is a multiple award, IDIQ-type contract. At the discretion of the Contracting Officer, the government may use a variety of task order types under this contract, including Firm Fixed Price (FFP), Time and Materials (T&M), Labor-Hour (LH) or a combination thereof.

Each Request for Task Order Proposal (RFTOP) issued under this contract will identify the Government’s proposed task order type.

(End of Clause) B.5 Minimum Ordering Amount

The government is obligated only to the extent of $1,000.00 to each contractor. This obligation is satisfied when either the contractor is issued a task order for at least $1,000.00 or at the end of the base period, if no task orders are issued to the contractor. The government has no minimum guaranteed obligation for funding to any contractor after the base period of the contract.

(End of Clause)

B.6 Maximum Ordering Amount

The maximum amount of all orders issued and awarded under all contracts over the 10 year period of performance is estimated to be $90,000,000.00. There is no specific estimated dollar award for each domain.

(End of Clause)

B.7 Service Contract Act The contract labor categories are considered bona fide executive, administrative, professional labor and generally exempt from the Service Contract Act. Each RFTOP will be reviewed for applicability.

(End of Clause) Section C - Description/Specification/Work Statement

PERFORMANCE WORK STATEMENT

Title: Achieving Public Health Impact Through Policy: Analysis, Engagement and Dissemination I. Background and Need

The Centers for Disease Control and Prevention (CDC) works nationally and globally to promote health; prevent disease, injury, disability, and death; and protect against emerging health threats. To accomplish its mission, CDC works closely with other federal agencies, state and local health and labor agencies, academic institutions, international organizations, private foundations, and voluntary associations. Specifically, CDC works with its partners, for example but not limited to grantees, public health organizations or contractors, to monitor health, detect and investigate health problems, conduct research to enhance prevention, develop and advocate sound public health policies, implement prevention strategies, promote healthy behaviors, foster safe and healthful environments, and provide public health leadership and training.

CDC currently has five strategic directives:

1. Excellence in surveillance, epidemiology, and laboratory science and services

2. Support state, tribal, and local health departments

3. Improve global health

4. Use scientific and program expertise to advance policy change that promotes health

5. Prevent illness, injury, disability, and premature death

The purpose of this contract is to provide services and develop products that are focused on Strategic Directive 4: Use scientific and program expertise to advance policy change that promotes health. One of the most effective and affordable ways to protect public health is to advance policies that make it easier for people to live healthy lives and make healthy choices. CDC′s science helps promote policies that produce measurable improvements in public health outcomes and demonstrate cost effectiveness.

This contract will be CDC-wide and managed within the Office of the Associate Director for Policy (OADP) by staff within OADP’s Policy Research, Analysis and Development Office (PRADO). Although OADP will be managing this contract, task orders assigned to this contract may come from any CDC center, institute or office. Contracting Officer Representatives (CORs) from the Center, institute or office that originates a task order will oversee the work of the specific task order. OADP/PRADO will have a Contracting Officer’s Representative (COR) who will oversee the entire contract.

OADP is the nexus for CDC’s policy activities, and its mission is to bring about policies that result in demonstrable improvements in public health—globally and at the federal, state, and local levels. In carrying out its mission, the Office of the Associate Director for Policy:

· Conducts, coordinates and sets guidelines for policy analysis; builds policy capacity; and compiles priority policy agenda

· Provides strategic input into CDC decision-making and policy implementation

· Catalyzes and cultivates strategic relationships with Administration partners, Congress and key policy partners

· Leverages opportunities in the changing health care system from the Affordable Care Act and other arenas that affect population health

OADP is comprised of four offices:

1. Policy Research, Analysis, and Development Office

2. Office of Prevention through Healthcare

3. Health Reform Strategy, Policy, and Coordination

4. National Prevention Strategy These four offices have specific roles and responsibilities, which are listed below, but they also share general roles and responsibilities.

The Policy Research, Analysis, and Development Office (PRADO) spearheads and coordinates much of the policy work conducted at CDC’s Atlanta locations. PRADO activities include:

· assisting CDC leadership in establishing policy priorities (at multiple levels: federal, state, local, global, and with the private sector);

· conducting policy analysis (including regulatory, legal, economic);

· developing and implementing strategies (including regulatory, legal, economic) to deliver on policy priorities;

· coordinating agency work with the healthcare system and relevant organizations to advance CDC’s policy agenda within the healthcare sector;

· developing expertise in relevant programs, regulations, and initiatives of other agencies that may provide opportunity for health impact;

· building relations with government agencies and other organizations to advance policy agendas, with a special emphasis on state and local agencies;

· monitoring and evaluating impact of policy implementation priorities;

· identifying and assessing policy best practices and helps diffuse and replicate those practices;

· leading the strengthening and development of policy capacity and talent within CDC, as well as within the larger public health community;

· leading the development and implementation of CDC’s health policy research agenda;

· ensuring CDC operates in an integrated, consistent manner in policy-related activities;

· leveraging relationships with think tanks, policy consultancies, and academic institutions;

· managing selected partner cooperative agreements and contracts that focus on policy; and

· developing an agency wide strategy related to advancing policy for partner relations that are managed elsewhere in CDC.

The Office of Prevention through Healthcare (OPTH) identifies and advances opportunities and linkages to improve population health through clinical care. This Office works with CDC Centers and Divisions to support key strategic initiatives to enhance healthcare sector and public health sector alignment and collaboration. OPTH also establishes, facilitates, and leverages partnerships with key healthcare stakeholders to integrate public health approaches and agencies into healthcare.

The Health Reform Strategy, Policy, and Coordination Office serves as a central resource within CDC for

· monitoring ACA implementation at federal, state, and local levels and disseminate key information inside and outside CDC;

· interpreting the legislation and implications for health care and public health;

· identifying opportunities for CDC to maximize its input and advance public health goals;

· identifying and facilitating synergies of relevant activities within CDC; and

· communicating with the HHS Office of Health Reform, the White House Domestic Policy Council, and other Administration offices.

Office of the National Prevention Strategy (NPS) provides technical and scientific support to the Office of the Surgeon General in implementing the Patient Protection and Affordable Care Act, Title IV, Section 4001, National Prevention, Health Promotion and Public Health Council (National Prevention Council). The Office of the National Prevention Strategy activities include:

· supporting the National Prevention Council in the National Prevention Strategy,

· supporting the National Prevention Council in developing annual status reports to the President and Congress,

· developing tools and resources to support implementing the NPS at the state and local level,

· identifying opportunities to leverage the NPS to increase collaboration,

· supporting HHS and CDC in efforts to implement the NPS, and

· monitoring NPS progress and outcomes across the federal government.

The quality of the policy work conducted under this contract is expected to support CDC’s long-standing reputation as a provider of timely, scientifically-based and trusted public health information.

II. Project Identification and Purpose The purpose of this indefinite delivery, indefinite quantity (IDIQ) contract is to provide CDC an ‘as needed’ mechanism to obtain policy services or products in the following three (3) domains:

1) Policy and Economic Analyses

2) Stakeholder Engagement, Assessment and Analysis

3) Policy Dissemination through Communication, Capacity Building, Training and Technical Assistance An offeror may propose on one or more domains, provided it is otherwise eligible under each domain’s size standard. If an offeror proposes on more than one domain, it must submit separate proposals for each domain. An organization may submit a proposal both as a prime contractor for one domain and as a subcontractor on another proposal. The determination of which domain to use for task orders will be made on a case by case basis with final approval of domain section made by the Contracting Officer. Contractors holding an award under the domain selected are eligible to compete for the task order.

The contractor shall work in collaboration with the CDC and partners to complete the desired tasks. The contractor shall not apply for nor hold copyright to materials, products, or any other elements developed under any task order issued under this contract. The contractor shall assign property and intellectual property rights to the CDC for all materials, products, and package documents produced under any task order issued under this contract. The contractor shall not reproduce or distribute these materials beyond the terms of this contract or after the completion of the contract’s term. The specific situation surrounding the use of data rights on a particular task order will determine the applicability of Federal Acquisition Regulations as they apply to ownership rights of products developed under this IDIQ The contractor may, however, make reference to these materials in future sales and marketing of its services and experience to potential clients.

CDC will have final approval regarding publications, presentations and products developed as a result of this contract. The specific responsibilities regarding the development of publications, presentations and products will be negotiated on a case-by-case basis. The authorship order for any publication developed under this contract will be specified by CDC in the specific task orders issued. All data and information collected by any contractor as a result of this contract shall be considered to be CDC property and not the property of the contractor. The contractor must obtain CDC’s written permission to allow third party access to such data and information and to publish non-CDC commissioned reports from such data.

III. Scope of Work

As independent organization and not as an agent of the Government, the Contractor shall furnish all necessary personnel, facilities, supplies, and equipment to perform the full range duties listed under one of the three domains listed in this contract, though a single Contractor may perform in one (1), two (2) or all three (3) domains.

A. Domain 1: Policy and Economic Analyses The purpose of this domain is to conduct rigorous analyses of various policy options using state-of-the-science methods in order to identify the most promising policy options. Each task order under this domain will provide specific instructions on what activities and deliverables will be required. The specific activities/tasks that may be conducted under this domain include:

1. Policy analyses and policy environment assessments: Policy analyses include describing the characteristics of various policy options (i.e., what are the policy levers, how does the policy work and what are the components, what are the current political forces, what are the potential cultural perspectives associated with the policy option, economic issues, state of knowledge and data and existing gaps, level of government involved); evaluating the policy in terms of health impact – morbidity, mortality, populations that benefit, scalability and timing, feasibility, fiscal and economic impact, and evaluating a policy after it has been implemented. Policy environmental assessments include identifying barriers and opportunities to promote public health in sectors traditionally or nontraditionally associated with public health initiatives (e.g., transportation, urban planning). Policy analyses and policy environment assessments may rely on the existing literature and data or may require the collection of new information through activities such as surveys, focus groups, and analyzing qualitative and quantitative data.

2. Advanced Policy Analyses

a. Advanced policy analyses include dynamic modeling and micro simulation and systematic reviews and meta-analyses

b. Economic and budgetary analyses: Health econometrics and advanced statistical analyses such as panel data analysis, hierarchical modeling, and difference in different estimates as well as regulatory impact analyses as required for economically significant rules by Executive Order 13563, Executive Order 12866, and OMB Circular A-4.

c. Complex Systems Analyses that (1) specify a system and its parts in order to identify and describe the interactions among the parts and how the behavior of the system emerges from the interactions among the parts or (2) consider a class of systems and use statistical analyses to understand the behaviors and properties of the systems. These analyses will most often focus on the U.S. health system, including the health care delivery system and the public health system.

d. Health impact analyses will assess the health impact of policies.

e. Health In All Policies Analyses – identifying health impact opportunities imbedded in non-health policy initiatives

3. Policy Document Development - based on background analyses, syntheses, and literature reviews, the contractor shall develop policy documents as described in the specific task order. The types of policy documents include, but are not limited to, peer reviewed papers, policy briefs, general reports, case study briefs, background papers, and position papers. These documents may focus on defining the health impact and economic impact of various policies or policy options as well as the feasibility to implement certain policy options. . All Contractor developed policy documents shall be approved by the Government before being published or otherwise used to implement or support public health policy.

4. Formative Research – these activities will include designing and conducting formative policy research with a variety of audiences. The purpose of the formative research will vary, depending on the purpose and stage within the process.

B. Domain 2: Stakeholder Engagement, Assessment and Analysis

The purpose of this domain is for the contractor to foster input, participation, and planning from persons who have an investment in addressing a particular health issue, system or process from a policy perspective, whether internal to CDC or external.

Each task order under this domain will provide specific instructions on what activities and deliverables will be required. The specific activities/tasks that may be conducted under this domain include:

1. Stakeholder Engagement Strategy Planning and Execution – Develop and implement stakeholder engagement strategies for particular public health topics that include activities such as:

a. Documenting the current political, cultural, feasibility, health, and economic issues related to current or proposed policy options through various methods such as reviewing the peer-reviewed literature, the grey literature and other appropriate sources as identified by the particular task order

b. Identifying key stakeholders that need to be engaged in policy planning

c. Identifying methods to engage these stakeholders (e.g., stakeholder meeting or individual meetings)

d. Soliciting stakeholder input and subject matter expertise to assist in drafting of relevant, feasible and evidence-based policies.

e. Leading and/or facilitating group briefings and discussions and providing reports in draft and final form based on the facilitated discussion

f. Planning and implementing the chosen method to engage these stakeholders

g. Meeting follow-up: action reports/plans, coordination with stakeholders on action reports/plans, gathering continued input from stakeholders on how to move policies forward. The purpose of the action reports is for CDC to better understand how to assist entities such as business with adoption of evidence-based interventions to support worksite wellness programs.

2. Consortia Development and Support – Establish and/or support consortia of specific types of organizations such as national experts, business leaders, healthcare leaders, or voluntary sector leaders to share evidence on the effectiveness of emerging health promotion and prevention policies, provide assistance to those considering and/or implementing such policies, and encourage consideration and adoption of such policies. These stakeholders should represent a diverse mix from public, private, nonprofit, public health, healthcare, academic, and business communities.

3. Assessment and Analysis – Assess and analyze the policy issue and stakeholder interests before, during and after engagement through a variety of methods – surveys, focus groups, peer-reviewed literature, media reports, web searches and other methods as identified by the particular task order. Summarize in a document as stated in the particular task order.

4. Policy analyses and policy environment assessments: Policy analyses include describing the characteristics of various policy options (i.e., what are the policy levers, how does the policy work and what are the components, what are the current political forces, what are the potential cultural perspectives associated with the policy option, economic issues, state of knowledge and data and existing gaps, level of government involved); evaluating the policy in terms of health impact – morbidity, mortality, populations that benefit, scalability and timing, feasibility, fiscal and economic impact, and evaluating a policy after it has been implemented. Policy environmental assessments include identifying barriers and opportunities to promote public health in sectors traditionally or nontraditionally associated with public health initiatives (e.g., transportation, urban planning). Policy analyses and policy environment assessments may rely on the existing literature and data or may require the collection of new information through activities such as surveys, focus groups, and analyzing qualitative and quantitative data.

5. Meeting Planning, Support, and Facilitation –

a. Full range of meeting management services shall include such services as planning; registration; audiovisual equipment; message center operation; graphic support services including the designing, production, and delivery of all ancillary print materials needed for a successful meeting; duplication services; marketing materials; exhibits; displays; transcription and secretarial support; books; reports; and interactive media.

b. Meeting planning documents may include a work schedule as well as meeting policies and procedures.

c. The Contractor shall convene a group of experts and involved officials to help plan a specified meeting. The purpose of such a committee will be to ensure that the meeting is based on the latest knowledge in the specified subject areas; has clear, explicit goals and logical means for achieving them; and is relevant to the potential attendee.

d. The Contractor shall select a site for the meeting, negotiate and implement the necessary agreements/contracts to obtain high quality meeting space, and maintain contact with all service providers to ensure smooth operations.

e. The Contractor shall develop a list of appropriate attendees, carry out distribution of meeting announcements, coordinate meeting registration (developing automated or manual registration systems as appropriate), and staff registration booths to assist attendees.

f. The Contractor shall recommend and seek CDC approval for and then invite and confirm speakers. The Contractor shall arrange and reimburse for travel, and draft briefing materials.

g. Post-conference services shall include but not be limited to the following: fiscal management, public relations, preparation of a meeting report, distribution of final participant lists, and the drafting and distribution of thank-you letters to speakers.

h. The Contractor shall develop meeting materials including announcements, agenda, participant packets, signs, name badges, etc.

C. Domain 3: Policy Dissemination through Communication, Capacity Building, Training, and Technical Assistance The purpose of this domain is to utilize state-of-the-art communications and capacity building, training, and technical assistance methods to disseminate the following to a variety of audiences:

1. Successful or promising policy interventions

2. Key issues related to successful or promising policy intervention

3. Policy development, implementation, analysis, and evaluation methods (referred to as policy methods throughout the document)

The audiences may include the general public; specific populations; government officials at the federal, state or local levels; and public or private organizations.

Services provided under this domain shall include formative research to inform materials production and dissemination plans, production of materials identified, and dissemination of materials through communication activities and capacity building at the individual, organizational, and system level.

Capacity building refers to addressing both individual, organizational, and system needs in order to enhance the adoption of a successful or promising policy intervention or policy method. Individual capacity building focuses on increasing an individual’s knowledge, skills, resources, and motivation. Capacity building at the organizational level addresses changes in leadership, structures, processes, and resources in order to ensure the successful adoption of a new practice or, in this case, a new policy or new policy method. Capacity building at a system or community level can focus on such things as leadership, strategic planning, information, human resources, and cooperation/collaboration among members of the system. Although training and technical assistance are a part of capacity building, the successful dissemination of policy intervention and methods will require more than providing training and technical assistance to individuals. Thus, the Contractor must have a sufficient understanding of how to build capacity at these three levels that incorporates the best of communication science, the organizational change literature, and implementation/capacity building literature.

The Contractor must also have or plan to retain the expertise of experts in health policy and public health policy as well as policy analysis to inform their dissemination, communications, and capacity building efforts.

Each task order under this domain will provide specific instructions on what activities and deliverables will be required. The following are specific activities/tasks that may be conducted under this domain:

1. Formative Research - The purpose of the formative research is to obtain information essential in planning for the dissemination of policy interventions, key issues related to policy interventions, and policy methods.

a. The formative research may include situational analyses; consumer research; environmental scans; analysis of messages in the news, advertising, and/or entertainment media; or analysis of any other relevant information needed for planning. Such analyses may include but are not limited to consultation and advice from nationally recognized experts in the specified fields, reviews of the epidemiological data, primary research (research developed and originated by the Contractor with CDC) and/or secondary research (literature reviews and/or analysis of existing data) of the needs and perceptions of the target audience, use of appropriate public opinion surveys (e.g. Roper, MCI, etc.) and large scale government surveys (e.g. National Center for Health Statistics National Health Information Survey), data from audience segmentation or omnibus marketing surveys (e.g. PRIZM or Health Styles), content analysis of media, and media usage by potential target audience(s).

b. The formative research may also include providing database design, management, and analysis expertise to support CDC’s wide variety of policy analyses and dissemination needs. Database design and management may include supporting the use of large-scale government surveys or similar surveys that would be used for policy analyses.

c. Formative research may also include the identification and analysis of potential audiences. The Contractor would conduct the necessary background research to identify and analyze potential audiences with which to communicate the benefits of key policy efforts and initiatives. The Contractor may be asked to analyze both primary target audiences (the populations to be affected) and secondary target audiences (those with influence on the primary audiences). The Contractor may be required to conduct the necessary steps (including analysis of secondary research as well as original research) to develop detailed profiles of the target audience(s). These profiles may include but are not limited to the following characteristics:

i. Physical characteristics (e.g. exposure to health risks)

ii. Demographic characteristics (e.g. age, gender, race)

iii. Cultural characteristics (e.g. language preferences, health practices)

iv. Behaviors (e.g. smoking habits, exercise patterns)

v. Psychological characteristics (e.g. attitudes, values, opinions)

vi. Communication channels used (e.g. specific radio stations or magazines)

vii. Credible intermediaries (e.g. peers, community, leaders, national/state/local organizations)

viii. Non-health characteristics relevant to the behavior in question

d. Formative research tasks may also include preparing a report on the results of any analysis conducted under this contract, including recommendations for the particular issue(s) and target audience(s) to be addressed by a current or proposed policy.

e. Formative research tasks may also include developing, submitting, and implementing a Marketing and/or Communications Plan for a current policy, proposed policy, key policy issue, or policy method. The plan may also be required to identify person(s) responsible for each activity and other details necessary for the successful implementation of the plan. The Contractor, after receiving approval for the communication plan, shall implement each stage as directed by the Task Order.

f. The plan shall indicate the theoretic construct on which it is based and reflect appropriate use of marketing and/or communication strategies. Marketing and/or communication plans shall follow accepted frameworks and models as used in the private and public sectors. The plans may include the following, depending on the specific task order:

i. Background and rationale for the communication

ii. Theoretic constructs on which it is based

iii. Issues and challenges related to the policy intervention, key policy issue, or policy method

iv. Communication goals, objectives, and strategies

v. Profile of primary and secondary target audiences (as requested by the Task Order) and potential motivations, influences, exchanges, benefits, and barriers of desired behavior for each

vi. Analysis of existing and planned communication channels which could be employed to reach target audience(s)

vii. Description of the types and quantities of materials recommended to effectively utilize these communication channels

viii. Development time schedule (which anticipates lead times to develop, technically review, test, obtain approvals, and produce in final copy all such materials)

ix. Description of the types of intermediaries (e.g. national, regional, and community-based organizations) with whom regular and routine communication needs to be maintained to maximize effectiveness of potential strategies and maximize participation and buy-in of appropriate organization

x. Summary of the potential competitive behaviors and organizations that might derail CDC efforts

xi. Analysis of the mass media environment on the specific issues (as requested by the Task Order)

xii. Description of existing activities aimed at a similar problem from environmental scan

xiii. Implementation time schedule (which anticipates lead times for proper clearance (government or partners), execution, approvals, revisions, and delivery)

xiv. Executive summary of all findings to date with recommendations for each topical area

xv. Creative brief that outlines potential settings, settings to avoid, activities, messages, and message variables (i.e. tone, appeal, etc.) by target audience

xvi. Discussion of any negative, unintended consequences to avoid

xvii. Anything else deemed as necessary by the Task Order

2. Materials Development – Materials development shall include developing various policy dissemination materials in a variety of formats that may include but are not limited to print, electronic, web, and video.

a. Materials development may include developing written briefing materials on policies under consideration at the federal, state, and/or local level and organizing the actual briefing. Materials should be appropriate for various health officials including representatives from CDC, PHS, and DHHS; other federal agencies; state, county, and local health departments; and private, for-profit, and non-profit organizations. Materials and briefings shall be logically organized and shall be conducted using technology appropriate for the communication objectives as stated in the task order. Such technology may include computer graphics, video teleconferencing, and satellite communications and will be specified by task order. Copies of materials and briefings shall be submitted in electronic and media formats appropriate for CDC’s use, including work processing, desktop publishing, spreadsheets, and graphics formats, as specified by the task order. The Contractor may be asked to deliver the presentations or to support CDC staff that will make the presentations.

b. Materials development may also include written reports and other materials documenting policies under consideration. The reports may include but are not limited to reports of formative research, reports on pre-testing, or reports on any other aspect of the process. These reports may be required to be produced in draft and final forms and for internal or external use. Copies of the reports shall be submitted in electronic and media formats appropriate for CDC’s use, as specified by the task order.

c. Materials development may also include identifying message concepts for a particular policy, policy issue, or policy method. As specified in writing by the specific Task Order, the Contractor shall identify a series of policy communication concepts for potential development into print, broadcast, Internet-based, and/or other formats. As part of the identification process, the Contractor may be required to obtain advice and recommendations from members of the target audience, CDC constituents, or other organizations. These individuals may include representatives from Federal, State, and local governments; organizations involved with the target audience; experts in working with these groups and/or the specific health issue; organizations important to delivering the information to the audience; and others as designated by the specific Task Order.