JOFOC_-_Quality_Improvement_Training_FBO.pdf

Justification for Other than Full and Open Competition

“Source Selection Information – see FAR 2.101 and 3.104”

1. Identification of the agency and contracting activity.

a. Federal agency and contracting activity. HHS. Indian Health Service

b. Sponsoring organization.

Office of Quality

c. Project Officer Information

2. Nature and/or description of the action being approved.

a. Acquisition purpose and objectives. Quality Improvement Training

The IHS Office of Quality seeks to evaluate, design, redesign and implement systems for optimization of system outputs by applying the principles of a learning organization, the System of Profound Knowledge and quality improvement science methods to support the mission of IHS.

The office will use the Ami™ Workshops, a training that is focused on capabilities to define, develop, test and implement improvement efforts using the science of improvement over a nine month period through comprehensive Area wide projects. The Office of Quality will also provide the Improvement Professional Workshop (HIP) to train Indian Health Service candidates as Healthcare Improvement Professionals also known as Improvement Advisors (IA). An Organizational Assessment is also needed to evaluate the effectiveness the effectiveness of current activities that support the Office of Quality and Areas/Sites).The "System Map" process has been identified by the Office of Quality to assist with reviewing the processes within the IHS organization and how they link together (interdependently) to depict the levels of the organization that shows the linkage of processes for the whole organization and typically include three types of processes; mainstay (delivery system to the customer), support and driver processes.

b. Project background. The Office of Quality has identified the specific training program, Accelerated Model for Improvement, Ami™ Workshops to develop Subject Matter Experts within the agency to enhance their quality improvement skills and knowledge and their capability to define, develop, test and implement quality improvement efforts for the agency using the Ami™ training. The Office of Quality has identified the Healthcare Improvement Professional Training (HIP) training program to develop Improvement Advisors within the agency to enhance their quality improvement skills, knowledge and their capability to define, develop, test and implement quality improvement efforts for the agency using the science of improvement. The HIP workshop is an intensive program to develop current and future leaders in improvement science and pragmatic applications of systems theory, personality intelligence, analytic studies of variation, building knowledge for learning, data analysis and strategic intelligence. Rigorous learning, supplemented by weekly meetings and personal coaching enabled the participants to demonstrate their ability to analyze data and lead improvement through successful completion of improvement projects in quality and safety.

3. Description of the supplies or services required to meet the agency’s needs (including the estimated value). :

a. Project title. Accelerated Model for Improvement Ami™ Workshops, and Health Improvement Professional Workshop (HIP) Training.

NEED:

b. Project description. Contractor shall provide all labor, materials, equipment, transportation and supervision to train Indian Health Service candidates in the Accelerated Model for Improvement Ami™ Workshops and HIP Trainings. The Ami™ is a trademarked training focused on developing candidates with the capability to define, develop, test and implement improvement efforts using the science of improvement.

Candidates complete a development program over a nine month period and complete two projects, either as individuals or as facilitators of Ami™ teams. The HIP Training will develop Subject Matter Experts to equip them with the necessary skills, knowledge, and capability to define, develop, test and implement quality improvement efforts for the agency using the science of improvement. This contract will cover the geographic location of the United States. A statement of work is attached.

• Requirement type.

Research & development (R&D) R & D support services X Support services (non-R&D) Supplies/equipment Information technology (IT) Construction Architect-engineer (A & E) services Design-build Other (specify): ____________________

• Type of action.

New requirement X Follow-on Other (specify):

The Office of Quality has identified the specific attributes contained within these trainings to meet the unique needs of IHS for Area and Headquarters staff for the delivery of quality improvement training across the agency

• Proposed contract/order type.

Firm-fixed-price Other fixed-price (specify, e.g., fixed-price award-fee, fixed-price incentive-fee): __________ Cost-plus-fixed-fee Other cost reimbursement (specify, e.g., cost-plus-award-fee, cost-plus-incentive-fee): ___________ Time and materials X Indefinite delivery (specify whether indefinite quantity, definite quantity, or requirements): IDIQ - as needed as funding becomes available and Area Offices participate.

Other (specify):

Acquisition identification number. TBD c.

4. Identification of the statutory authority permitting other than full and open competition.

X This acquisition is conducted under the authority of 41 United

States Code (U.S.C.) 253(c)(1) as set forth in Federal Acquisition Regulation (FAR) 6.302- 1. Check this block for an acquisition that is based on the authority used to support the noncompetitive acquisition (see FAR 6.302-1 through 6.302-7). Enter the appropriate U.S.C.

exception and FAR citation in the spaces provided.

This acquisition is conducted under the authority of section 4202 of the Clinger-Cohen Act of 1996. Check this block for an acquisition that is based on the authority of the test program for commercial items – specifically section 4202 of the Clinger-Cohen Act of 1996 [see FAR 13.501(a)(1)(ii)].

This acquisition is conducted under the authority of the Services

Acquisition Reform Act of 2003 (41 U.S.C. 428a). Check this block for an acquisition that is based on the authority of the test program for commercial items – specifically the Services Acquisition Reform Act of 2003 [see FAR 13.500(e) and 13.501(a)(1)(ii)]. {NOTE: This authority may only be used when acquiring items in support of a contingency operation or to facilitate the defense against or recovery from nuclear, biological, chemical, or radiological attack [see FAR 13.500(e)(1)]}.

5. Demonstration that the proposed contractor(s) unique qualifications or the nature of the acquisition requires use of the authority cited.

a. Name and address of the proposed contractor(s).

The Contractor’s name is:

Profound Knowledge Partners, Inc.

4604 Castle Pines Cove Georgetown, TX 78628

The period of performance includes a Base and 2 Option Years for IHS-wide implementation. Projected award date in mid-September 2019.

b. Nature of the acquisition and proposed unique qualifications of the contractor(s).

The Office of Quality was authorized in December 2018 with 4 Divisions including Enterprise Risk Management, Quality Assurance, Innovation and Improvement and Patient Safety. The purpose of the Office of Quality is to strengthen the agency’s ongoing efforts to ensure the delivery of quality health care at federally operated facilities serving American Indian and Alaska Native people and is aligned with the Quality Framework and IHS Strategic Plan 2019-2023. The Office of Quality will work across IHS Areas and facilities to identify needed quality improvement systems changes, and methods and approaches to improve healthcare practices and processes using quality improvement science. Quality Improvement is a priority of the IHS agency. Currently the IHS healthcare system lacks the capability in science and improvement knowledge and skills to provide technical assistance and training for ambulatory facility care teams.

There is a need to improve this capability in order to develop Subject Matter Experts to equip them with the necessary skills, knowledge, and capability to define, develop, test and implement quality improvement efforts for the agency using quality improvement science training to address gaps in the delivery of quality healthcare.

The IHS Office of Quality seeks to design, develop, and implement strategies to support the strengthening and development of a quality improvement program for IHS that aligns with the agency and HHS-wide overarching quality improvement goals. One of the identified needs is to train existing and future staff across IHS to develop their knowledge, skills and abilities to implement Quality Improvement activities at the National and local level. Training must be grounded in evidence-based quality improvement science as a framework for learning, planning and execution of quality improvement strategies that support changes and continuous improvements in the way health care is delivered.

Organizational Assessment and System Mapping The Office of Quality will need to conduct and Organizational Assessment to evaluate current organizational systems using a data driven quality improvement method to plan, test, analyze, and implement solutions for system design and redesign to improve efficiency and effectiveness to meet the IHS mission. As system evaluation identifies system failures or inefficiencies IHS will need to build capacity to determine tests of change that result in system improvement. IHS will need to develop process and capacity to understand and determine changes that may result in improvement. The "System Map" process has been identified by the Office of Quality to assist with reviewing the processes within the IHS organization and how they link together (interdependently) to depict the levels of the organization that shows the linkage of processes for the whole organization and typically include three types of processes;

mainstay (delivery system to the customer), support and driver processes.

Quality Improvement Training Ami™ Improvement Team workshops are designed to transform a core group of subject matter experts and their Sponsor(s) into a cohesive team with an Actionable Improvement Plan using the Ami™ Charter and other standardized documents. The goal is to utilize the Model for Improvement and accelerate learning and results using the Accelerated Model for Improvement methods and documentation to achieve the agreed outcome in 100 days. Depending on the complexity of the charters, 80% of teams have historically achieved this goal. Failure to meet and follow the requirements will extend the time the team must work. The Faculty will support the project until completion. Theory and practical application of personality intelligence, system thinking, understanding variation and building knowledge challenges participants to relearn, learn and unlearn. Teams are required to meet weekly to plan, test and implement statistically validated improvements. The teams and their Sponsors also are required to meet weekly with faculty for coaching, assistance in effective execution of PDSAs and data analysis. The Implementation Checklist will facilitate creating supporting structure to hold the gains. Upon completion of the project, the team will present their journey to Leadership and prepare a Change Package to facilitate the spread of the learning throughout the Agency.

Profound Knowledge Partners Inc. is the only service provider that can provide this particular type of Ami™ training as it is a comprehensive course that was developed and trademarked through PKP Inc., with no other course content like it in the IA training field. This training offers the Improvement Advisor course content on an accelerated level which is different than the IA Training course offered through the Institute for Healthcare Improvement (IHI). PKP, Inc. has the capability to tailor the training to meet the quality improvement training needs for the agency.The PKP Inc. HIP/IA Training will focus on developing those participants with the capability to define, develop, test and implement improvement efforts using the science of improvement.

Each of these training activities are trademarked and not found in other trainings. IHS participants will benefit from the accelerated learning models including eLearning courses, HIP wave portal, Active Ami™ Teams, Analysis and Development of Actionable Charters Using the Accelerated Model for Improvement (Ami™) Methodology, Development of HIP/IA Using Existing, Active & Future Teams, and Planned Experimentation using MidState interactive program, the HIP/IA will learn theory, design experiments, collect data and analyze the results. These activities are designed to use planned experimentation and Enumerative and Analytic Analysis not found in other trainings. The trademarked activities contained in the Ami™ model are designed for the participant to work at an accelerated level and to see progress in leading their Areas to greater increases in quality improvement process.

PKP Inc. will provide the necessary training to develop Improvement Professionals who will lead the IHS organization into systems level changes by executing high level improvement projects through knowledge of the Science of Improvement. Upon completion of the Improvement Professional course the participants are poised to become effective leaders in IHS and share best practices in quality improvement across the 12 IHS Areas.

6. Description of the efforts made to ensure that offers are solicited from as many potential sources as practicable. Indicate whether a FedBizOpps notice was or will be publicized as required by FAR Subpart 5.2 and, if not, which exception under FAR 5.202 applies.

Notice of this requirement will be posted to www.fedbizopps.gov as a special notice of intent.

7. Explain the efforts taken (or to be taken) to solicit as many potential offerors as possible, particularly if the basis of the JOFOC is the authority cited in FAR 6.302-2 (i.e., unusual and compelling urgency) or 6.302-6 (i.e., national security.) (NOTE: Proposed acquisitions for other than full and open that are expected to exceed $25,000 must be announced in Federal Business Opportunities (FedBizOpps), whether or not a sources sought notice or other presolicitation notice was issued previously.) Indicate whether a FedBizOpps notice will be published as required by FAR Subpart

5.2 and, if not, state the exception in FAR 5.202 that applies.

Notice of this requirement will be posted to www.fedbizopps.gov as a special notice of intent.

8. Determination by the Contracting Officer that the anticipated cost/price to the Government will be fair and reasonable.

Based on the extensive market research conducted by the COR and the Bureau Acquisition Career Manager, the estimated pricing is fair and reasonable to what is available from PKP commercially. Each Request for Proposal will stand alone, but not exceed the maximums established within the IDIQ contract.

9. Description of the market research conducted (see FAR Part 10) and the results, or a statement of the reasons market research was not conducted.

Market Research was originally initiated in November 2018 to conduct, collect, and apply market based research to understand the marketplace requirements to provide the services need to meet the needs of the newly established Office of Quality strategic roadmap for the acquisition IHS-wide Quality Improvement Training, Program Design and Implementation Support. The research highlights HHS and the Office of Personnel Management (OPM), other federal agencies, potential vendors including Small Business and Women owned Business, technical assistance agencies including Procurement Technical Assistance Centers (PTACS), Native American owned businesses, and an FFRDC, MITRE. GSA Federal Supply Schedules - HCATS Small Business as well as GSA- OASIS Small Business identified small businesses potentially capable. The goal is to identify a vendor or multiple vendors (depending on how the requirements are procured), who can provide evidence-based quality improvement science training, develop a roadmap that will establish a vision for the newly established IHS Office of Healthcare Quality, to develop guiding http://www.fedbizopps.gov/ principles, goals and objectives for the Office of Quality, and to design a long term system for quality improvement and consultation regarding quality improvement initiatives. The impact of the market research highlights those entities who have the potential capabilities to develop and implement the plan over a three year period to meet the requirements of the acquisition.

Market Research Data Collection Approach - Market research information and findings were obtained through a variety of means including: Discussions with some of the sources listed, website reviews, GSA Discovery Tool keyword and NACIS code searches; review of select relevant existing IHS or HHS contracts, and discussions/recommendations provided by IHS subject matter experts.

Vendor searches included: Institute for Healthcare Improvement (IHI), Profound Knowledge Partners (PKP, Inc.), CSI Solutions, Office of Personnel Management (OPM), PTACS – Procurement Technical Assistance Centers, Kauffman & Associates and other Native owned businesses.

10. Any other facts supporting the use of other than full and open competition.

NA.

11. Listing of sources, if any, that expressed, in writing, an interest in the acquisition.

To this time, no other sources have expressed an interest, in writing, in the proposed acquisition.”

12. Statement of the actions, if any, the agency may take to remove or overcome any barriers to competition before any subsequent acquisition for the required supplies or services.

As stated in the #10 above, IPC Program will contract with Profound Knowledge Partners, Inc., to provide very specific and unique training and development for IHS Area and Headquarters staff to work as a cohesive team and efficiently implement strategic plans and improvements.

13. Program office certification. The program officials cited shall complete the information required below and sign the certification in the blocks provided.

This is to certify that the portions of this justification that have been developed by the undersigned program office personnel, including supporting information and/or data verifying the Government’s minimum needs, schedule requirements and other rationale for other than full and open competition, are accurate and complete.

Official Name Signature Date Project Officer

Project Officer’s

Immediate Supervisor

Head of the Sponsoring

Program Office

14. Contracting Officer Certification.

This is to certify that the justification for the proposed acquisition has been reviewed and that to the best of my knowledge and belief the information and/or data provided to support the rationale and recommendation for approval is accurate and complete.

Official Name Signature Date Contracting

Officer Daniel Rosenstengel

IHS

Competition

Advocate