2017_SAMHSA_IDIQ_Domain_Descriptions_final_with_scenario_revised_11-9-2016.pdf

2017 SAMHSA IDIQ DOMAIN DESCRIPTIONS- final with scenario revised 11-9-2016

Domain I. Feasibility, Pilot, and Evaluation Projects Domain II. Statistical Projects Domain III. Policy Analysis and Program Related Projects Domain IV. Communications Projects Domain V. Technical Assistance and Training Projects Domain VI. Planning, Implementation, and Report Support Projects

Domain I. FEASIBILITY, PILOT, AND EVALUATION PROJECTS

Scenario: SAMHSA is interested in determining whether a new behavioral health intervention works as intended, to reduce symptoms and increase function. The intervention has been used in three community-based organizations in urban settings in Maryland for about six months.

SAMHSA is interested in conducting a feasibility study for the addition of seven more community-based organizations in urban settings in Maryland over the next six months. Please assume SAMHSA has already obtained all clearance, including OMB clearance.

Task 1: Feasibility A feasibility study is usually done to determine whether an organizational activity, a treatment service, strategy, intervention, survey, or a statistical operation will work as intended.

Feasibility studies are usually done on a small scale over a relatively brief period of time.

Task 1a: The Contractor shall design a feasibility study. The Contractor shall identify the key components of the feasibility study, the units that will participate in the study, a procedure by which units might be sampled, and invite units to participate in the study.

Task 1b: The Contractor shall execute the feasibility study. The Contractor shall collect both qualitative and quantitative information on unit performance in the study. The Contractor shall provide support to the units as the study is executed, convening the sampled units six times via conference call.

Task 1c: The Contractor shall report results of the feasibility study by prepare a summary report on the outcome(s) of the study with recommendations for next steps including any recommended changes (no more than five pages).

Task 2: Pilot Pilot studies are usually done to determine whether the results of a feasibility study can be successfully scaled under a broader set of circumstances reflective of the intended range of applicability.

Based on the positive results of the feasibility study in Task 1, SAMHSA is interested in conducting a pilot study designed to determine if the results of the feasibility study can be successfully replicated in 30 more community-based organizations in urban settings in 3 additional states over the next 12 months. Please assume SAMHSA has already obtained all clearance, including OMB clearance.

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Task 2a: The Contractor shall design a pilot study. The Contractor shall identify the key components of pilot study, the units that will participate in the study, a procedure by which units might be sampled, and invite units to participate in the study.

Task 21b: The Contractor shall execute the pilot study. The Contractor shall collect both qualitative and quantitative information on unit performance in the study. The Contractor shall provide support to the units as the study is executed, convening the sampled units 12 times via conference call.

Task 21c: The Contractor shall report results of the pilot study by prepare a 10 page summary report on the outcome(s) of the study with recommendations for next steps (including any recommended changes). The Contractor shall develop two technical assistance (TA) resources (each no more than four pages) to promote increased fidelity in the application of identified models.

Task 3: Evaluation Evaluation studies can be done at the project or program level; can be experimental, quasi-experimental or non-experimental in design; and can include a range of qualitative and quantitative data and information for numerous subject areas. Projects may include a focus on comparative effectiveness, an evaluation of the sustainability of the program, and/or an evaluation of the scalability of the program being evaluated.

Based on the positive results of the pilot study in Task 2, SAMHSA awards 30 new grants to community-based organizations (across 20 States) to use the new behavioral health intervention.

The grants are for $100,000/year for three years and overall, the grantees have limited experience with evaluations. The evaluation will span 3.5 years of which one year is for Task 3a, two years are for Task 3b and 0.5 year is for Task 3c.

Task 3a: The Contractor shall develop a preliminary evaluation design (including mixed methods evaluations), which will measure relevant aspects of program performance. The Contractor shall meet with the COR and program staff to obtain background information on the program to be evaluated (e.g., a program theory/logic model, policy or evaluation questions); review program materials; conduct interviews with program staff; review existing data on program operations;

assess current research on the program to be evaluated, which may require conducting environmental scans or literature reviews; and develop and conduct performance (process and outcome) measures and assessments (e.g., effectiveness) of programs.

Together with the COR and program staff, the Contractor shall revise, identify or develop evaluation instruments, data collection plan, data dictionary, and data analysis plan ( no more than 20 pages in total for data collection plan, data dictionary, and data analysis plan); identify the questions to be addressed by the evaluation study; design an evaluation study capable of successfully answering the evaluation questions; prepare and submit Office of Management and Budget (OMB) clearance package; develop professionally-validated data linking algorithms to support program evaluation; develop a system for data collection tools that shall include data validation and cleaning; and invite participation in the study.

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Task 3b: The Contractor shall execute the evaluation study. The Contractor shall provide technical assistance on the evaluation (via four conference call per year); and collect both qualitative and quantitative data and/or information as appropriate.

Task 3c: The Contractor shall analyze resulting data and/or information; prepare a report that details the evaluation questions, design, results, and discussion (of no more than 10 pages); and brief the COR and program staff on the evaluation (via one face-to-face meeting at SAMHSA headquarters with four Contractor staff).

Domain II. DATA ANALYSIS AND STATISTICAL PROJECTS After the first year of the grant program, it’s clear that this behavioral health intervention will be widely replicated throughout states and communities, not just with SAMHSA funding but with funding and support from states and communities. However, there does not appear to be one data collection effort. Please identify how SAMHSA could collect and analyze these data (assume a data collection effort totaling 35,000 clients/respondents). It is estimated that Task 1 will take 0.5 year, Tasks 2a-2c will take two years, Task 2d (cross-sectional survey) will take three years, Task 3 will take one year, and Task 4 will take one year be completed concurrently with all other tasks as needed.

Task 1: Sampling Designs and Statistical Methods The Contractor shall provide expertise and consultation on the design of complex survey design, sampling procedures, variance estimation, compound weights, simulation studies, and statistical methods for analyses of sample survey data with a range of complex designs. Note: Some designs may need to be suitable for generating data required by the Government Performance and Results Act Modernization Act of 2010 (GPRAMA). The Contractor shall provide expertise in evaluating data quality from censuses and sample surveys in the domains of sampling and measurement error, nonresponse and coverage bias, and the effect of data processing and statistical disclosure methods on data quality.

Task 2: Acquisition and Development of Data

Task 2a: The Contractor shall identify and acquire federal and/or non-federal databases that can provide answers to questions posed by the government (e.g., household surveys, facility surveys, employer surveys, census data, health claims databases, etc.). Such databases may be required to respond to GPRAMA reporting requirements. When such databases are not available, the Contractor shall provide recommendations on ways alternative databases can be developed.

Methods may include building databases from other pre-existing databases or recommending new data collections.

Task 2b: When potential databases or sets are identified, the Contractor shall determine the quality of the data, its completeness, accessibility of the data, any associated costs, use agreements and fees, required security training, etc. In some instances, a data set may need to be manipulated by imputations, weighting, and/or other methods to correct unit or item non-response. Once the government has concluded that the databases or sets are fit for use, the Contractor shall acquire and process them. In some instances, the Contractor shall process

Page 3 of 16 Attachment No. 1 information for use by others (e.g., processing federal information for use by the states). Should these files be intended for public dissemination, the Contractor shall conduct an evaluation of the risk of disclosure, identify steps to remediate that risk, and then proceed with implementation.

Task 2c: When a new data collection is required, the Contractor shall perform all tasks associated with preparation of instruments or questionnaires including but not limited to an Office of Management and Budget (OMB) clearance package, sampling design and execution, field data collection and cleanup, electronic data files/public use data sets along with appropriate disclosure risk review and remediation, and tabular/graphical analyses. This work may also include background research, literature reviews, expert reviews, cognitive interviews, focus groups, and pilot tests (all meetings to be held via conference call). The Contractor shall conduct and report on expert reviews, cognitive interviews, and focus groups (no more than 10 pages). The Contractor shall specify methods that will be used to collect data, whether onsite (e.g., face-to-face interview) or for large-scale data collections including household or establishment surveys, whether the data would be collected through the Internet, telephone, paper forms, and/or through medical records review. The Contractor shall define site or respondent selection criteria, potential study sites or sampling units, and indicate options and relative advantages of different sampling plans.

Task 2d: The Contractor shall conduct large scale data collections (e.g., 10,000 mental health organizations or 35,000 clients or respondents); collect data onsite or through the Internet, telephone, paper forms, and/or through medical records review; perform complex sampling and weighting procedures for probability samples; and imputation of missing data to account for non-response.

Task 3: Analyses of Complex Quantitative Data The Contractor shall prepare, conduct, and translate analyses of complex data sets, whether for grantee performance data, survey data derived from complex sampling designs, federal and/or non-federal databases, or for analysis of cost, service utilization, outcomes, population distinctions, clinical and medical developments, utilization rates, and effective practices. The Contractor shall be required to use appropriate statistical software (e.g., SUDAAN, Westvar, STATA) in performing analytic tasks. Analytic results may also be accompanied by interpretation guidance in reports for users to better understand the statistics from a survey or study. Additionally reports may be utilized for performance improvement and quality improvement of services. The Contractor shall prepare a summary report that integrates findings from the data analysis and literature review, and as required, identify current gaps in knowledge and recommended solutions to gaps in knowledge (no more than 20 pages).

Task 4: Development, Implementation, and Testing of Quality Tools The Contractor shall develop, test, implement, and assess tools (assume 100 community-based organizations will use the tools) related to clinical, medical and/or system practice guidelines, outcome measures, population and service report cards, and performance indicator systems. This work may include the compilation and reporting of process and outcome data required by GPRAMA. This work may also include performance management and continuous quality improvement. The Contractor shall conduct a review of current literature and practice; develop structures, processes, measures, criteria, and benchmarks; consult with key persons and groups

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(e.g., a panel of experts to discuss, review, and critique indicators of mental and/or substance use disorders [SUD]); prepare summary reports for various target audiences (no more than five 10 page reports); generate automated reports and ad hoc analysis (no more than seven); conduct a review of developments in parallel fields; examine new technology and its potential application to the field; and perform other tasks that promote the development, testing, implementation, and assessment of tools.

Domain III. POLICY ANALYSIS AND PROGRAM RELATED PROJECTS

After several more years pass, it appears that the behavioral health intervention can be widely replicated in urban areas but not in rural areas. SAMHSA would like to determine what the issues are for replications in rural areas. It is estimated that Task 1 will take two years, Task 2 will take one year, Task 3 will take two years, and Task 4 will take 1.5 years.

Task 1: Policy Analysis Policy analysis assess policy issues and current trends including but not limited to local, state, national, and international mental health and substance abuse policy; emerging strategies to address disparities in behavioral health access, quality and outcomes for age–specific, racial, ethnic, tribal, sexual, and gender minority populations; federal and state health parity reform efforts; financing of evidenced-based care in behavioral healthcare systems; clinical and medical programs, practices and research; medical and scientific policy questions with a specific emphasis on emerging issues; utilization rates; and effective practices related to pharmacotherpeutics and medical devices that improve behavioral health outcomes.

Task 1a: The Contractor shall organize, convene, and conduct focus groups, technical groups, or consultations to provide information on select topics of interest including but not limited to:

mental/substance use disorders, healthcare financing, behavioral health disparities, latest clinical/medical practices for those with behavioral health conditions. The Contractor shall, with input from the COR, identify participants (10 non-Federal and 10 Federal). The Contractor shall make all logistical arrangements for non-federal participants, prepare meeting agendas and summaries, and conduct all follow-up activities. The meeting will be held at SAMHSA’s headquarters and will be one day long.

Task 1b: The Contractor shall develop a clear statement of the issue and/or a new hypothesis and concepts in planning, conducting, and evaluating long-term projects and proposals for the solution of complex public policy questions; compile qualitative and quantitative data, available analyses, available policy/mission statements including but not limited to civil rights, language and discrimination policy, referral policies, health insurance policies, and other federal policies, and other relevant information; and prepare an analysis of policy/program alternatives, together with the pros and cons of each and a statement of their likely future success (no more than 15 pages).

Task 1c: When quantitative analysis is involved, the project may have a systematic review of literature and development of the policy questions examined; a clear and technical description of

Page 5 of 16 Attachment No. 1 statistical or econometric methods proposed; and identification of one or multiple national or large specialty data sources (with explanations of the strengths and limitations of the data).

Task 1d: The Contractor shall obtain and analyze federal and/or non-federal data sets that address topics identified by SAMHSA, undertake analysis to determine the quality and characteristics of these data sets, and conduct quantitative and qualitative analyses of the data sets to address specific questions. The Contractor shall create, manipulate and analyze data sets of varying size and complexity, and use appropriate methods/procedures to conduct and report policy analyses.

Task 1e: The Contractor shall prepare analyses of the data sets (no more than 10 pages) in the most cost-effective way and prepare appropriate frequency, percentage, and rate distributions, or other statistical measures specified by the COR. Special attention shall be devoted to economical processing of data analysis, and the Contractor shall identify shortcuts and best practices that will reduce costs when large data sets are analyzed. In some instances, the Contractor may be required to consider complete survey designs and sampling weights or to prepare complex analyses (e.g., logistical regression, hierarchical linear modeling) using these databases.

Task 1f: The Contractor shall develop the report or article with succinct analysis and clear graphics, and produce and present findings and recommendations. Analyses shall be presented in a report format suitable for the intended audience (no more than 15 pages).

Task 2: Regulatory Policy After Task 1 is complete, it appears there is a behavioral health rule that is affecting replication in rural areas. SAMHSA has requested comments from the public in the Federal Registry.

The Contractor shall set up a process for and conduct review, categorization, and analysis of comments submitted in response to various proposed and final behavioral health rules and regulations as well as sub-regulatory guidance. In addition, the Contractor shall perform regulatory impact analyses as required by federal regulations and the Office of Management and Budget (OMB) guidance.

Task 3: Developing Programs Developing programs may include identifying and developing potential approaches and delivering the needed intervention for the resolution of one or more issues. These issues may include but are not limited to aspects of mental and/or substance use disorders (SUDs);

treatment; prevention and healthy development; recovery support; promotion and adoption of evidence-based practices and practice-based evidence for targeted populations; disparities in behavioral health access, quality, and outcomes for age–specific, racial, ethnic, tribal, sexual, and gender minority populations; delivery of a therapeutic intervention; collection and dissemination of information; workforce development (capacity and training); issues encountered due to the interface with the larger community, including schools, rehabilitation organizations, criminal justice organizations and others; issues related to local, state, national, and international mental and/or SUD; and clinical services and programs with national efforts for prevention and treatment activities.

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One of the recommendations of Tasks 1 and 2 is to develop a new grant program, specifically targeted to replicating the behavioral health intervention in rural settings.

Task 3a: The Contractor shall, with input from the COR, identify and engage available experts in the field (10 non-Federal and 10 Federal). The Contractor shall convene and conduct meetings, focus groups, technical groups or consultations (held via one conference call); prepare and support federal presentations at conferences and workshops (three presentations); examine solutions to parallel problems in other fields; and use available means to define appropriate structures, processes and develop products. The Contractor shall make all logistical arrangements for non-federal participants, prepare meeting agenda and summaries, and conduct all follow-up activities.

Task 3b: The Contractor shall prepare analyses in preparation for and/or from the meeting results (no more than 10 pages). Analyses may include forecasts of current trends or likely future scenarios, policy issues, demographic characteristics and population projections, financial and service projections, and projections about service outcomes and system performance indicators.

This task may include identifying gaps in the behavioral health workforce that impeded high quality, culturally competent care for age–specific, racial, ethnic, tribal, sexual, and gender minority populations. The Contractor shall manipulate data sets of varying size and complexity and use appropriate methods/procedures to conduct and report projection analyses.

Task 3c: Once approaches are identified and developed, the Contractor shall propose and implement federal program and/or federal-private sector partnership scenarios for implementing the solutions. These collaborations may include professional clinical and provider associations.

These include a grant program, what type of technical assistance may be needed, visits to model programs, dissemination of best practices, coordination with public awareness activities, development of innovative technologies, identification, clinical decision-making tools and protocols to support the further development of decision support tools for both consumers and providers of behavioral health services, development and/or adaptation of evidence-informed training strategies including but not limited to those that are uniquely effective for age-specific racial, ethnic, tribal, sexual, and gender minority populations; and other mechanisms by which the approaches can be implemented. Program development activities shall result in a coherent set of recommended federal activities with a rationale for their operation. The Contractor shall consider and incorporate linkages and complementary interactions among federal programs and policies as a key feature of program development.

Task 3d: Per the Digital Accountability and Transparency Act of 2014 (DATA Act) and the Government Performance and Results Act Modernization Act of 2010 (GPRAMA), the Contractor shall identify in conjunction with the COR and program staff, which SAMHSA performance measures relate to demonstrating the impact of each program’s success. In this capacity, the Contractor shall support, where necessary, the COR in meeting programmatic compliance with the DATA Act and GPRAMA once the program is implemented. The Contractor shall perform program analyses related to performance measures, among other activities. The Contractor shall utilize SAMHSA’s databases in conjunction with other survey and archival data, as appropriate. The Contractor shall provide expert consultation on clinical performance and quality measurement systems (e.g., National Committee for Quality Assurance

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[NCQA], Physician Quality Reporting System [PQRS]) that measure or quantify health care processes, outcomes, patient perceptions, and organizational structure and/or systems that are associated with the ability to provide high-quality health care and/or that relate to one or more quality goals for health care.

Task 4: Program Support Program support may include activities that assist and/or examine federal mental and/or SUD program development, treatment and prevention services, capacity building (service/infrastructure), and science to service/service to science. This support may take the form of preparing issue papers; examining specific program practices and recommending improvements; assisting with the peer review of grant applications; conducting literature searches; determining and reporting on program effects; identifying new practices and technologies; reviewing program portfolios; examining and recommending improved management techniques and staffing patterns; identifying best practices for financing and programmatic sustainability; identifying opportunities for private-public sector partnerships;

consulting with program constituents at the federal, state, and local levels; and reviewing other activities necessary for program operations.

The new funding announcement has been released. There has been a tremendous amount of interest in the rural behavioral health field for this grant program. The grants are for $400,000/year for 5 years, and will be awarded to 20 community-based organizations in rural areas. It is anticipated that 100 applications will be submitted.

Task 4a: The Contractor shall provide all staff, supplies, and professional Review Administrators technical assistance for 100 anticipated applications for the new grant program.

Task 4b: The Contractor shall identify opportunities for private-public sector partnerships, as it relates to the new grant program.

Task 4c: The Contractor shall examine and recommend improved management techniques and staffing patterns, as it relates to the new grant program. The Contractor shall prepare analyses and recommendations in the form of verbal and written reports (held via one conference call and report of no more than 6 pages), and shall consult with the COR and other federal staff to clarify any questions.

Domain IV. COMMUNICATIONS PROJECTS Communication projects conceptualize, plan, research, develop, design, implement, disseminate and evaluate the effectiveness of communications projects, related materials, and dissemination tactics for awareness building, education, and knowledge transfer. The purpose of communications products is to increase awareness and to educate service providers, consumers, policy makers, the media, SAMHSA staff, and the general public about SAMHSA’s mission to reduce the impact of substance abuse and mental illness on America’s communities; its strategic initiatives, and its programs, products, and services concerning mental illness and substance abuse prevention, treatment and recovery services.

Knowledge of Communications and Program Knowledge

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The full array of cost-effective modern communications theories, practices, skills, and knowledge may be employed include but are not limited to print and electronic materials for traditional, online, and social media platforms; health communications, and stakeholder and public engagement. Tasks may include but are not limited to strategic planning and development of tactical execution plans; conducting environmental scans, needs assessments, gap analysis, audience analysis and segmentation; storyboarding; focus group and message testing; content development to serve diverse audiences including age–specific, racial, ethnic, tribal, sexual, and gender minority populations; reporting metrics and outcomes and assisting in consensus development; awareness building and promotion; public relations and stakeholder engagement;

public affairs and media outreach activities; materials development, content preparation, graphics design and production for print, audiovisual, digital, and electronic media; video and audio production; pre- and post-testing, evaluation (formative, process, and outcome);

production of live, satellite, and virtual conferences; development of PSAs and podcasts;

understanding of communications channels in order to conduct strategic, effective, and user-centric behavioral health interventions, campaigns, and outreach; and develop web content in accordance with SAMHSA, HHS and federal digital policies.

The Contractor shall rapidly acquire subject matter knowledge of the program for which awareness/education activities are needed, understand the information without difficulty and distill program outcome results, and then analyze outreach potential for existing programs and new knowledge as it is acquired. This requires expertise in analyzing health problems, behavioral health issues, policies, and issues in light of mental and/or SUD, public health, and the agency’s organizational mission and goals.

After the new grant program has been awarded, a new grantee meeting is held in Year 1 of the new five-year grant program awarded to 20 community-based organizations in rural areas.

During this meeting, the grantees request assistance with communication projects. Given that the grant sites are in rural areas, the grantees need assistance with widely distributing information about the behavioral health intervention to its stakeholders. It is estimated that these tasks will take three years.

Task 1: Planning and Evaluation

Task 1a: The Contractor shall develop a comprehensive plan for a communications, awareness, education, and/or knowledge transfer project, utilizing the professional skills and experience described above (i.e., strategic planning and development of tactical execution plans; conducting environmental scans, needs assessments, gap analysis, audience analysis and segmentation;

storyboarding; focus group and message testing (no more than 4 grant sites; assume sites are in Alaska, Nebraska, Iowa and West Virginia); content development to serve diverse audiences including age–specific, racial, ethnic, tribal, sexual, and gender minority populations) to identify the most appropriate target audiences, determine the best evidence-based methods to reach the target audience and effect change, and utilize both conventional and innovative communications strategies and platforms when applicable, and agreed upon by the COR and program staff (no more than 15 pages).

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Task 1b: The Contractor shall utilize an appropriate evaluation methodology (e.g., development of consistent metrics across platforms, development of the Office of Management and Budget (OMB) packages as needed (estimated to take 9 months to obtain OMB clearance) and address SAMHSA-specific performance measures for all projects and propose additional evaluation and communications methods. The Contractor shall conduct formative and evaluative research, conduct outcome and impact evaluation, dissemination, and implementation of research/evaluation findings.

Task 1c: The Contractor shall develop plans documenting “success stories” from constituents and programs (no more than 5 grantees) with concrete outcome data and reports on the most important/successful outcome data points.

Task 2: Application Application may include applying appropriate communications theories and practices to achieve program goals and communications objectives, improve behavioral health and public health, increase utilization of behavioral health services and best practices, improve prevention and treatment, and improve the quality and accountability of care. Target audiences for the applications may include but are not limited to the general public, age-specific racial, ethnic, tribal, sexual, and gender minority populations, geographically-specific and other diverse target audiences, healthcare providers, mental illness care professionals, substance abuse prevention/treatment/recovery professionals, peers and consumers, educators and other relevant professional disciplines, primary care and allied health professionals, educational outreach and social services groups, national and local sports leagues, private industry, and the faith community.

Task 2a: The Contractor shall disseminate appropriately packaged messages, including but not limited to a vast array of print, broadcast, digital, electronic, and other media, to appropriate target audiences, and also effect appropriate change to achieve project and organization goals.

Task 2b: The Contractor shall develop effective partnerships with professional and non-profit and civic organizations, and garner support and collaboration from them, private industry, and other governmental agencies.

After some initial materials were distributed and the Contractor developing some partnerships under Task 2b, the work being performed by the new grantees has caught the attention of the entertainment industry.

Task 2c: The Contractor shall develop and present educational briefings to the entertainment industry (two face-to-face briefings for no more than five people each) and organize recognition events (one face-to-face event for 50 people) for the entertainment industry. The Contractor shall utilize public relations, stakeholder engagement, public affairs, and media outreach activities to ensure these events are highly publicized.

Growing on the success of Task 2c, SAMHSA has decided to develop a nation-wide campaign promoting the behavioral health intervention. It is estimated that Task 3d will take 2 years.

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Task 2d: The Contractor shall develop a campaign promoting the behavioral health intervention.

Materials shall include one of each of the following: but are not limited to monographs, web content, infographics, video, audio, newsletters, promotional kits, booklets, flyers, promotional webinars/videos, multimedia products such as a PSAs, and podcasts, etc. Methods of dissemination shall include but are not limited to websites, social media, mailings (assume to 5,000 addresses and that SAMHSA will provide mailing materials), and conferences (assume four conferences).

Task 3: Program Knowledge The Contractor shall rapidly acquire subject matter knowledge of the program for which awareness/education activities are needed, understand the information without difficulty and distill program outcome results, and then analyze outreach potential for existing programs and new knowledge as it is acquired. This requires expertise in analyzing health problems, behavioral health issues, policies, and issues in light of mental and/or SUD, public health, and the agency’s organizational mission and goals.

Task 34: Publication Development and Dissemination

Task 34a: The Contractor shall develop and provide publications or products as web-based and/or print-based materials, and disseminate these to the field. These will include no more than five four-page booklets (all web-based) and no more than two two-page flyer (print-based). The Contractor shall develop materials for consumers and other key audiences as specified by the COR, and in select cases, speakers whose first language is other than English (one of the four-page booklets and one of the two-page flyer will be translated into Spanish).

Task 34b: The Contractor shall assist the COR with the content clearance process as specified in the individual task order. All web content, deliverables, and other elements generated by the Contractor intended for distribution via the web must comply with Section 508 requirements.

The Contractor shall be responsible for production, layout, copy editing, technical editing assistance, and adherence to SAMHSA and Government Publishing Office requirements for preparing print packages and/or conversion to a variety of ebook formats. The Contractor shall produce drafts for review by the COR and other SAMHSA stakeholders using the current version of the Microsoft Office suite.

Domain V. TECHNICAL ASSISTANCE AND TRAINING PROJECTS TA and/or training courses for a wide range of topics including but not limited to needs assessment, program planning, selection of best practices, science-based approaches to prevention and treatment, payment and financing strategies, including managed care, disparities and culturally appropriate/responsive practice, trauma, health information technology, performance measurement, evaluation, and clinical and medical programs, practices and research. These knowledge products, tools, and resources are intended to support and enhance the TA and/or training services and function to include but are not limited to fact sheets, electronic-based interactive and moderated training, self-paced online training courses, blended training approaches, checklists, tip sheets, guides, online and webinar presentations, interactive tools, toolkits, literature reviews, e-blasts, videos and other instructional training tools and resources that make use of the latest and most cost-effective methods for delivering content.

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Technical assistance and/or training may be provided to SAMHSA grantees and sub-recipients, the behavioral health field, and the general public. Specific populations may include but are not limited to consumers of services, including families and their children, individuals in recovery, age-specific, racial, ethnic, tribal, sexual, and gender minority populations, public health agencies, national organizations, providers, employer organizations, accreditation associations, the managed care industry, researchers, evaluators, business, and labor organizations, mental and SUD constituency groups, community-based organizations, states, territories, jurisdictions, sub-state (e.g., county), and local government officials, tribal serving organizations, representatives from federal agencies, schools and colleges and others.

A variety of methods and multi-disciplinary teams can be utilized to provide TA and/or training, including Training of Trainers (TOT), TA and/or training teams, consisting of experts in the areas described herein, state to state, provider to provider, etc. TA and/or training may be provided simultaneously to multiple programs or sites through a wide range of customized virtual and in-person TA and/or consultations and services. This may include TA and/or training at grantee meetings. The TA and/or training approach may incorporate social marketing techniques and utilizes culturally competent health communications, which includes the potential for translation into multiple languages when appropriate.

At the new grantee meeting, the 20 new grantees (assume no sub-recipients) have also requested technical assistance and training in a broad range or the areas of such as workforce development, building organizational capacity, reaching age-specific, racial, ethnic, tribal, sexual and gender minority populations, and sustainability. Additionally, 10 non-grantees have requested some training on the purpose of the new rural behavioral health grant program and how to assess if the behavioral health intervention would be applicable to their setting. It is estimated that these tasks will take five years.

Task 1: Establish and Maintain a Technical Assistance and Training Program

The Contractor shall establish and maintain a technical assistance (TA) and/or training program to provide TA and/or training in one or more of the programmatic areas targeted by SAMHSA.

The Contractor shall provide TA and/or training in a culturally appropriate manner and include bilingual trainers and TA specialists.

Task 2: Develop Technical Assistance and/or Training Materials and Mechanisms

Task 2a: The Contractor shall identify gaps in existing TA and/or training initiatives that address behavioral health issues and identify potential audiences for TA and/or training.

Task 2b: The Contractor shall identify the TA and/or training needs of the target audience and identify materials and courses to be developed or review existing curricula and when appropriate, develop a plan for modifying existing curricula.

Task 2c: The Contractor shall develop or adapt TA and/or training materials (no more than four materials per year). This may include innovations in TA and/or training delivery to best

Page 12 of 16 Attachment No. 1 optimize its provision. The Contractor shall translate science, research-based and practice-based knowledge into user-friendly applications that support building organizational capacity and developing workforce skills needed by targeted audiences to do effective work to address behavioral health issues. This shall include developing in-person (for one 10 page guide to be used in conjunction with in-person TA and/or training), online (for one self-paced online training course and one online toolkit), and web-based (for one two-page tip sheet) tutorials.

Task 2d: The Contractor shall develop two comprehensive resource documents to include but are not limited to in-depth literature searches on key topical areas identified (no more than 10 pages each). These comprehensive resources may focus on practical knowledge pertaining to selected effective intervention strategies, implementation guidance, and appropriate evaluation approaches.

Task 3: Provide Technical Assistance and/or Training

Task 3a: The Contractor shall develop and implement a process to assess the TA and/or training needs of the target audience.

Task 3b: The Contractor shall develop service plans and provide TA and/or training delivered through a wide variety of methods including but not limited to telephone, email, virtual, through video conferencing, web-based, onsite at grantee’s location, or at regional or national meetings/workshops. For the purpose of the scenario, assume annually: one call per grantee per month, four emails per grantee per month, four virtual trainings available to all grantees, two of the virtual trainings made web-based so that non-grantees may access it, 20 two-day onsite technical assistance visits and/or training, one at each of the grantee sites, and one annual national meeting for all grantees and no more than 50 non-grantees (meeting will be two-days, held in Rockville, MD and there will be 60 total attendees). The Contractor shall arrange all telephone, video conferencing, internet, and travel logistics (for non-grantees) in support of the TA and/or training.

Task 4: Assess the Effectiveness of the Technical Assistance and/or Training

Task 4a: The Contractor shall meet with the COR and program staff to establish the types of information (e.g., customer satisfaction survey forms/instruments) that will best assess the effectiveness of the TA and/or training.

Task 4b: The Contractor shall develop and utilize data collection instruments and procedures to evaluate the effectiveness of TA and/or training efforts. The Contractor shall prepare documentation for the Office of Management and Budget (OMB) clearance, if necessary.

Task 4c: The Contractor shall collect performance data on TA and/or training service provision.

The Contractor shall prepare event summary evaluations within five days after all events per Task 3b. The Contractor shall prepare an annual report of accomplishments including recommendations for improving TA and/or training as well as an aggregate evaluation summary report (no more than 20 pages). The Contractor shall develop service performance reports to

Page 13 of 16 Attachment No. 1 meet federal accountability requirements and monitor and improve the quality of TA and/or training service provision.

Task 4d: The Contractor shall establish and maintain a continuous performance measurement component that assesses process, capacity, and impacts of TA and/or training services. The Contractor shall collaborate with SAMHSA data contractors as specified by the COR, on the collection, analyses, and reporting of service performance data. The Contractor shall work with the COR to determine if the data collected should be included in any of the official data collection platforms used by SAMHSA and provide the data in a format that can be used by that system.

Task 5: Technical Assistance and/or Training Support

Task 5a: The Contractor shall develop and implement a TA and/or training service request coordination mechanism and database for developing TA and/or training requests, obtaining approval by the COR before services are provided, and tracking service delivery. The Contractor shall have the capacity to receive telephonic, written, and/or e-mail requests for TA and/or training. Subsequently, after the request is received, the Contractor shall, in consultation with the COR, match the request with of the person or persons who are best able to respond to the specific request.

Task 5b: The Contractor shall maintain, update, promote, and develop/enhance a website and its web-ready content to diffuse knowledge, resources, tools, toolkits, and online learning courses to the target audience and the broader field. This will be completed using The web-ready content will be uploaded to the SAMHSA website.

Domain VI. PLANNING, IMPLEMENTATION, AND REPORT SUPPORT PROJECTS (Small Disadvantaged Business SET-ASIDE) It’s now the 10th anniversary of when the behavioral health intervention work began. To celebrate this milestone, SAMHSA would like to hold a series of events with grantees, stakeholders and other interested parties.

Task 1: Pre-Planning

Task 1a: The Contractor shall plan and possess the capacity to support multiple (e.g., five-six events) concurrent activities/events. There will be three events, all to be held within a 12 month period. The first event is a small (20 people) recognition event (one day duration), for the first three community-based organizations that began using the behavioral health intervention. This event will be held at SAMHSA headquarters. The second event is a SAMHSA grantee meeting, bringing together past and current SAMHSA grantees (two day duration). The purpose of the meeting is to share lesson learned, discuss any current challenges, and identify best practices and networking. This event will be held virtually and will be for about 200 people. The third and final event will be held the last day of the SAMHSA grantee meeting (to be held in Washington, DC). In addition to the SAMHSA grantees, non-grantees, stakeholders, politicians, supporters and advocates (a total of 350 total attendeespeople) will join for plenary sessions.

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Task 1b: The Contractor shall meet with the COR to obtain relevant background information and identify any problem areas. The Contractor shall arrange for any pre-meeting and onsite planning meetings with the COR, task lead and/or principal meeting organizers to discuss meeting preparations and consultants. Topics may include but are not limited to attendees, sites, dates, timeline, agenda, reporting requirements, and content.

Task 1c: For planning the third event, the Contractor shall convene an expert panel with members approved by the COR (no more than eight non-Federal members and two Federal members). The expert panel will meet three times via conference call.

Task 1d: For the second event, the Contractor shall consider alternate strategies for providing effective and efficient virtual events. The Contractor shall be knowledgeable about costs, implementation, and potential challenges involved in conducting virtual meetings. The Contractor shall consider social media activities, such as Twitter town hall meetings. The Contractor shall have the ability to manage social media in support of planning and implementing SAMHSA’s programmatic events.

Task 2: Space

Task 2a: For the third event, the Contractor shall conduct a site search and produce a list of at least three choices. The site will be approved by the COR.

Task 2b: The Contractor shall negotiate and implement a contract to obtain meeting space, lodging, and other related services. All lodging and per diem shall be contracted at rates in accordance with Federal Travel Regulations. The government shall not provide any funds for food and beverages. Other related services may include but are not limited to audio-visual/LCD package (e.g., laptop, projector, screen, Wi-Fi, internet access, etc.), telecommunications, and recording equipment, along with supplies such as signage, easels, pointers, notepads. The Contractor shall maintain contact with representatives at the meeting site to ensure smooth operation.

Task 3: Planning

Task 3a: The Contractor shall develop a final list of meeting participants and attendees. The Contractor shall prepare and distribute pre-registration materials to participants including all meeting announcements (e.g., invitation letters and save the date announcements). Save the date announcements shall include sufficient detail of the meeting logistics that participants may begin the process of making travel arrangements.

Task 3b: The Contractor shall manage all aspects of the registration process, including using an online registration system. The online registration system shall include information regarding registration, hotel reservations, and general information (e.g., agendas, ground transportation, etc.). Registration booth(s) shall be staffed at the meeting site to assist participants and attendees.

The Contractor shall generate meeting registration reports or other information in a timely manner as requested by the COR.

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Task 3c: With the approval of the COR, the Contractor shall select, invite, and confirm meeting speakers, presenters, facilitators, trainers, consultants, and/or writer or notetaker. The Contractor shall arrange travel, hotel accommodations, and reimbursement of per diem for non-federal travelers. The Contractor shall distribute any required briefing materials. The Contractor shall manage any honoraria and/or consultant fees.

Air travel shall be arranged early enough in advance of the meeting to take advantage of low and/or discounted air fares, unless an emergency situation arises. The Contractor shall have the capability to make arrangements for programmatic events ranging in size from five-10 participants to 500 participants. For larger events, the Contractor shall need to arrange for a planning group of field representatives to plan for the agenda and content of the meeting. When requested, the Contractor shall have staff onsite to deal with exigencies that arise.

Task 3d: The Contractor shall develop all materials including but not limited to save the date announcement, invitation letter, agenda development, participant information packets, table tents, and name badges.