Attachment 1 - 75H70426Q00033 PWS Demographic Analysis Services.pdf

PERFORMANCE-BASED WORK STATEMENT

Demographic Analysis Indian Health Service

Office of Public Health Support, Division of Program Statistics

PART 1: GENERAL INFORMATION

1.1 Contract Type and Nature

This requirement is for a firm-fixed-price services contract for the provision of expert demographic research and statistical analysis services to support the Indian Health Service's ongoing efforts to produce accurate, high-quality demographic reports and data products for American Indian/Alaska Native (AI/AN) populations. The contractor shall be responsible for managing its personnel, methods, and day-to-day operations to meet the performance standards and deliverables in this work statement.

This is a non-personal services contract as defined at FAR 37.101. Nothing in this contract shall be construed as creating an employer-employee relationship between the Government and the contractor or contractor personnel. The Government shall neither supervise contractor personnel nor control the method or manner of performance; contractor personnel are accountable solely to the contractor, which is in turn accountable to the Government for results.

The demographic analysis services provided under this contract support IHS health planning, resource allocation, budget formulation, and program decision-making for American Indian and Alaska Native populations served by IHS. The Government will define required outcomes, furnish the Government property and data identified in this work statement, and review deliverables for acceptance. The contractor shall independently determine the staffing approach and methods of performance needed to satisfy the requirements of this work statement.

1.2 Background and Justification

The Indian Health Service (IHS) and Indian Tribes rely on accurate demographic data for health planning, policy development, resource allocation, and outcome measurement. Since 1997, the Division of Program Statistics (DPS) has processed county-level vital statistics data from the Centers for Disease Control and Prevention (CDC) and National Institutes of Health (NIH) to correct racial misclassification of American Indians and Alaska Natives on state birth and death certificates.

Published research demonstrates that AI/AN race is frequently misidentified on state vital records. The IHS has developed and validated adjustment methodologies to correct these errors. However, continued application of these complex adjustment processes, analysis of vital statistics data, and production of demographic reports require specialized expertise in both statistical analysis and public health demography using and modifying code used and owned by the government.

This contract establishes a service arrangement under which the contractor shall provide demographic analysis services and related deliverables in coordination with DPS staff to ensure continuity, quality, and timeliness of demographic data products used for Trends in Indian Health, Regional Differences in Indian Health, the Life Expectancy Report, and other authorized ad hoc demographic analyses.

1.3 Period of Performance

The period of performance shall be for one (1) Base Year of 12 months, followed by four (4) 12-month option periods that may be exercised unilaterally by the Contracting Officer in accordance with FAR 52.217-9, Option to Extend the Term of the Contract.

PWS Demographic Analysis Services

1.4 Place of Performance

Work shall be performed virtually 95% of the time, with in-person services required only for activities such as obtaining Personal Identification Verification (PIV) cards and other security-related requirements. Work with confidential data must be performed exclusively on Government-furnished equipment in the secure Windows server environment.

1.5 Availability for Coordination

The contractor shall ensure sufficient availability during normal Government business hours for scheduled meetings, coordination, issue resolution, and timely delivery of required products. The Government does not prescribe hours of work, work location, or level of effort; these are matters for the contractor to determine. Except for approved meeting times, system access requirements, and deliverable due dates, the contractor may determine its own work schedule and sequence of performance.

PART 2: PERFORMANCE OBJECTIVES AND EXPECTED OUTCOMES

2.1 Primary Performance Objectives

The contractor shall demonstrate competency in and responsibility for achieving the following performance outcomes:

2.1.1 Accurate Data Processing and Adjustment

• Accurately apply IHS-approved adjustment methodologies to mortality, natality, and linked birth/infant death datasets using statistical analysis methods.

• Produce adjusted datasets that correctly compensate for documented racial misclassification on state vital records.

• Ensure all adjusted datasets match approved denominators by age group, sex, county, service unit, and administrative area.

• Maintain data quality through rigorous validation and quality assurance processes.

2.1.2 Timely Deliverable Production

• Deliver all primary demographic reports (Regional Differences, Trends in Indian Health, Life Expectancy, YPLL) meeting the deadlines specified in the Deliverables Schedule (Technical Exhibit 1).

• Provide periodic ad hoc demographic analyses and special reports as requested by the Director, Division of Program Statistics.

• Submit monthly progress reports documenting status, milestones achieved, and any obstacles encountered.

• Provide all supporting code, documentation, and data files in machine-readable format for Government review and future use.

2.1.3 High-Quality Technical Products

• Produce well-documented, efficient, and maintainable analytical code, also contributing successfully to the modification of existing code, following industry best practices.

• Provide clear, comprehensive written explanations of methodologies, calculations, and results.

• Ensure all demographic tables are accurate, clearly labeled, and presented in Government-approved Excel and PowerPoint templates.

• Deliver code that Government staff can understand, review, modify, and execute independently, including technical assistance to assure that the Government can effectively work with the code through 1:1 work with Government demographers as well as providing sufficient explanation as to how the code is modifiable and functions in written form.

2.1.4 Technical Expertise and Problem-Solving

• Demonstrate advanced knowledge of demographic methods including mortality analysis, life table construction, life expectancy calculation, YPLL analysis, and standardization techniques.

• Provide technical assistance to DPS staff regarding analytical methods, algorithmic approaches, and interpretation of results.

• Contribute expertise in designing approaches to correct for natality data misclassification in the first contract year.

• Support DPS responses to technical questions from other Government entities and Congressional inquiries.

2.1.5 Data Security and Compliance

• Comply with all IHS information security requirements, HIPAA regulations, and data handling protocols.

• Complete required ISSA, privacy, and all other similar required training before accessing Government systems.

• After accessing Government systems, continue to remain current with ISSA and privacy training as well as all training required by the Government for contractors.

• Sign and maintain appropriate Nondisclosure Agreements and Business Associate Agreements.

• Safeguard all Government-furnished equipment and confidential data in accordance with Federal regulations.

PART 3: PERFORMANCE STANDARDS AND ACCEPTANCE CRITERIA

3.1 Standard of Performance for All Deliverables

Each deliverable must meet the following criteria for Government acceptance:

Accuracy: All calculations, adjustments, and data presented must be verifiable and correct. Data must accurately reflect the Government-approved methodologies and adjustment factors. DPS staff shall have the authority to request revisions until accuracy is confirmed.

Completeness: All required components must be provided, including analytical code, documentation, supporting data files, and explanatory materials. Deliverables missing any required element shall be considered defective.

Timeliness: Deliverables must be submitted by the date specified in Technical Exhibit 1. Late submissions shall be documented and may affect contractor performance ratings.

Documentation Quality: All code must include clear comments explaining logic and calculations. All supporting documentation must explain methodologies in plain language understandable to both technical and non-technical audiences.

Usability: All deliverable formats must follow Government-provided templates exactly. Code must be written in a style that Government staff can interpret, maintain, and execute independently after contract completion.

Acceptable Quality Levels (AQLs). For purposes of FAR 37.601(b)(2) and FAR subpart 46.4, the following acceptable quality levels apply and shall be surveilled under the Quality Assurance Surveillance Plan (QASP) incorporated as Technical Exhibit 3:

• Accuracy – 100% of reported figures reconcile to Government-approved denominators and adjustment factors; zero computational errors detected on Government verification of a 10% random sample of cells per deliverable.

• Timeliness – 100% of scheduled deliverables received on or before the date in Technical Exhibit 1, or on a date approved in advance in writing by the Contracting Officer.

• Completeness – 100% of the components listed in Section 12.2 accompany each deliverable at first submission.

• Reproducibility – 100% of submitted code executes to completion on the Government secure environment without contractor intervention, using only Government-furnished data and documented inputs.

• Responsiveness – 95% of Government technical inquiries acknowledged within two (2) business days and substantively answered within five (5) business days.

Inspection and Acceptance. The Government shall inspect each deliverable and provide written acceptance or written notice of specific deficiencies within fifteen (15) business days of receipt. A deliverable not acted upon within that period shall be deemed accepted for purposes of invoicing. The contractor shall correct noticed deficiencies within ten (10) business days of notice unless a longer period is approved in writing.

3.2 Defective Service Definition

A deliverable is considered defective and subject to revision or replacement if it:

• Contains mathematical or computational errors.

• Fails to apply required adjustment methodologies correctly.

• Does not follow the Government-approved format or template.

• Lacks required supporting documentation or code.

• Is submitted late without Government approval for extension.

• Cannot be executed or understood by Government staff.

• Does not address the Government's stated analytical requirements.

The Government reserves the right to require the contractor to revise any defective deliverable at no additional cost until it meets all acceptance criteria, subject to the revision limits stated in Section 7.2.

Where a Government-directed change alters the requirement rather than corrects a contractor defect, the change shall be processed by the Contracting Officer under Section 9.5 and may warrant an equitable adjustment.

3.3 Performance Evaluation Criteria

The contractor's performance shall be evaluated regularly against the criteria below. Ratings shall be assessed against the AQLs in Section 3.1, shall be documented by the COR under the QASP, and shall inform the Government's past performance evaluation in CPARS in accordance with FAR subpart

42.15. Performance below the AQL is a basis for withholding acceptance of the affected deliverable and, where a fixed-price milestone is not achieved, for withholding the associated payment until the deliverable is accepted.

Criterion Excellent Satisfactory Unsatisfactory

Technical Quality

All deliverables are accurate, complete, and exceed quality standards on first submission.

Most deliverables are accurate and complete;

minor revisions requested for 1-2 items per reporting period.

Multiple deliverables contain errors; significant revisions required; quality concerns noted.

Timeliness

All deliverables submitted by deadline or with approved extension;

monthly reports submitted on schedule.

Most deliverables on time;

occasional delays with notification; reports submitted within 5 days of deadline.

Frequent late submissions;

deadlines missed without notification; reports consistently late.

Responsiveness, Code Quality, and Communication

Responds to Government requests within 2 business days; code is exemplary, well-commented, efficient, and follows best practices;

communication with Government staff is excellent.

Responds to most requests within 3-5 business days;

code is functional and adequately commented;

communicates effectively and responds to feedback appropriately.

Slow to respond to requests; code is difficult to follow or inadequately documented; limited communication or participation.

PART 4: CONTRACTOR QUALIFICATIONS AND KEY PERSONNEL

4.1 Minimum Qualifications

The contractor must be an individual or firm with personnel who collectively possess the following minimum qualifications. If a firm, the contractor must designate the Demographer as the primary point of contact and the individual responsible for overall contract performance.

4.2 Demographer Qualifications

The individual performing the primary demographic and statistical analysis work must have:

Education

• Doctoral degree in demography, population studies, economics, quantitative sociology, biostatistics, or a directly related field.

• Substantial coursework in demographic methods.

Demographic Expertise

• Demonstrated background in demographic analysis including vital statistics (mortality, natality, fertility rates), life table construction, life expectancy calculations, Years of Potential Life Lost (YPLL) calculations.

• Practical knowledge of direct and indirect standardization methods.

• Understanding of population estimation and projection techniques.

• Demonstrated expertise in population health measures and demographic processes.

Demographic Statistical Analysis Proficiency

• Advanced demonstrated proficiency in demographic statistical analysis.

• Minimum two (2) years of professional demographic statistical analysis experience, including demonstrated production-scale use of SAS and R.

• Demonstrated ability to write efficient, well-documented code following industry best practices.

• Demonstrated experience with advanced data management and statistical analysis of large administrative and vital records files.

Experience

• Minimum two (2) years of combined professional experience in demographic analysis, a portion of which involved Federal vital statistics microdata.

• Documented experience analyzing vital statistics data (mortality, natality) from NCHS or similar Federal sources.

• Practical experience with indirect standardization methods for correcting racial/ethnic misclassification in vital records.

• Proven ability to work with large, confidential datasets in secure environments.

• Experience producing publications or reports using demographic data.

Technical Knowledge

• Strong working knowledge of demographic methods sufficient to explore and apply standardization techniques.

• Understanding of HIPAA and data security requirements for health information.

• Knowledge of Federal vital statistics data sources (CDC/NCHS, NIH/NCI).

Communication Skills

• Ability to explain complex demographic concepts and statistical methodologies to both technical and non-technical audiences.

• Strong written and verbal communication skills.

• Ability to participate effectively in technical discussions and collaborative problem-solving.

• Capability to produce clear, understandable documentation.

4.3 Identification and Notification

All contractor personnel must identify themselves as contractor personnel or contractor representatives when interacting with Government staff, attending meetings, or answering Government communications. The contractor shall ensure all documents and deliverables are clearly marked as contractor products with appropriate contractor identification.

PART 5: GOVERNMENT-FURNISHED PROPERTY AND SERVICES

5.1 Equipment and Software

• Laptop computer with Government-approved statistical analysis software installed and configured for Government network access.

• Access to secure Windows server environment for data processing and storage.

• Licensed statistical analysis software (SAS) maintained on Government-furnished equipment.

• R and RStudio for supplementary analytical work.

• Virtual meeting facilities for Government-contractor collaboration.

• PIV card and Government network access (following background check and security clearance).

• ihs.gov email address.

5.2 Data and Documentation

• Demographic datasets from CDC/NCHS and other Federal sources.

• IHS-approved adjustment factors and methodologies for correcting vital records data.

• Standard Operating Procedures and Policies related to demographic data research.

• County identifiers and additional data/information as needed.

• Government-provided templates and models for reports (Excel workbooks, PowerPoint presentations).

• Technical guidance on Government-specific administrative boundaries and classification schemes.

5.3 Government Support Services

• Liaison through the designated Contracting Officer's Representative (COR) for contract administration, technical clarification, and deliverable coordination.

• Requirements clarification, data availability information, and feedback on submitted research and analysis products.

• Access to Government staff for technical consultation and clarification.

• Virtual meeting space for periodic progress reviews and technical discussions.

PART 6: CONTRACTOR RESPONSIBILITIES

6.1 Personnel and Staffing

The contractor shall furnish the key personnel identified in the contract proposal and maintain staffing stability and continuity throughout the contract period. Any change in key personnel shall require written notification to the Contracting Officer and COR at least 30 days in advance, with justification for the change and information on the replacement personnel.

6.2 Materials and Supplies

The contractor shall furnish all supplies and materials necessary for contract performance not provided by the Government, including office supplies, telecommunications, and secure storage of intermediate work products and documents.

6.3 Equipment for Non-Secure Work

The contractor shall furnish personal laptop computer(s) for non-secure work activities such as planning, documentation, and communication. All work with confidential Government data must be performed exclusively on Government-furnished equipment.

6.4 Security and Compliance

The contractor shall:

• Complete all required security training (ISSA, privacy training, and if necessary, any similar IT training required) before accessing Government systems.

• Execute Nondisclosure Agreements and any required Conflict of Interest certificates.

• Comply with IHS rules for computer resource use and sensitive information handling.

• Pass and maintain background check status necessary to retain a PIV card.

• Secure all Government equipment and materials at the close of each work period.

• Maintain confidentiality of all data accessed during contract performance.

• Comply with all HIPAA regulations and Federal data protection requirements.

6.5 Data Ownership and Intellectual Property Rights

The Government shall acquire unlimited rights, as defined at FAR 27.401, in all data first produced in the performance of this contract, including all analytical code, SAS and R scripts, documentation, and datasets. FAR 52.227-14, Rights in Data—General, including Alternate IV, shall be incorporated in the resulting contract, and the contractor shall assign copyright in all data first produced under this contract to the Government. The contractor shall not use, reproduce, publish, or distribute any deliverable outside contract performance without the prior written permission of the Contracting Officer. The contractor shall identify and mark any limited rights data or restricted computer software it intends to deliver and shall not embed such material in a deliverable without the prior written approval of the Contracting Officer.

PART 7: WORK REQUIREMENTS AND DELIVERABLES

7.1 Core Demographic Products

The contractor shall produce the following primary demographic data products, which form the foundation of IHS's published reports:

Regional Differences in Indian Health

• One report per year containing 85 demographic tables for all IHS Areas (currently 12).

• Tables derived from adjusted mortality, natality, and linked birth/infant death datasets.

• Supporting code, data files, and documentation.

• Delivery: 28 weeks after contract date.

Trends in Indian Health

• One report per year containing 190 demographic tables at National level.

• 1/3 of these tables require 20 years of data processing.

• Comparison data for AI/AN populations and US All Races.

• Supporting code, data files, and documentation.

• Delivery: 28 weeks after contract date.

Life Expectancy Report

• Annual life expectancy calculations by age, sex, and IHS Area.

• Automated statistical calculations replicating and improving upon existing Excel-based processes.

• Tables formatted per Government-approved Life Expectancy Report template.

• Delivery: 20 weeks after contract date.

Years of Potential Life Lost (YPLL) Report

• Annual YPLL calculations by cause of death, age, sex, and IHS Area.

• Tables formatted per Government-approved YPLL report template.

• Supporting code and documentation.

• Delivery: 20 weeks after contract date.

7.2 Data Processing and Adjustment Tasks

Mortality data processing of five (5) three-year datasets from 2008-2014 and four (4) three-year datasets from 2020 to 2025. Apply validated adjustment factors to correct for AI/AN race misclassification on state death certificates.

• Apportion data by age group, sex, county, service unit, and purchased referred care delivery area.

• Match denominators provided by Government.

• Produce national-level adjusted mortality datasets (nine datasets covering 2008-2014, 2020-2025).

• All deliverables with code, data files, and written explanations.

• Allow up to four revisions before finalization. Natality Data Processing of five (5) three-year datasets from 2008-2014 and four (4) three-year datasets from 2020 to 2025.:

• Apply validated adjustment factors to correct for AI/AN race misclassification on state birth certificates.

• Apportion by required demographic and administrative categories.

• Produce national-level adjusted natality datasets (five three-year datasets from 2008-2014 and four three-year datasets from 2020 to 2025).

• All deliverables with code, data files, and written explanations.

• Allow up to four revisions before finalization.

Linked Birth/Infant Death Data Processing (2008-2014, 2019-2023, three-year groupings for total of seven):

• Apply adjustment factors to correct for AI/AN race misclassification.

• Support infant mortality calculations and analysis.

• Apportion by required demographic and administrative categories.

• Produce national-level adjusted datasets.

• All deliverables with code, data files, and written explanations.

• Allow up to four revisions before finalization.

7.3 First-Year Specialized Tasks

Migration: Characterization of AI/AN Population Movement Methods Development:

• Review and analyze relevant research literature on American Indian/Alaska Native migration since

2010.

• Develop crosswalk and geographic harmonization tools that can align tribal statistical geographies

— which change across census years — with standard Census units are essential for consistent longitudinal analysis.

• Reconcile racial identification instability across census cycles must be developed so that true residential movement can be distinguished from shifts in self-reported racial identity between surveys.

• Develop and document methods that can be applied to all migration data in subsequent years.

• Integrate multi-source data integration frameworks that can combine different kinds of administrative records while accounting for their differing coverage biases

• Produce methodology report with recommendations, analytical code samples, and test results.

• Delivery: 36 weeks after contract date.

7.4 Periodic Ad Hoc Demographic Studies

The contractor shall provide up to four (4) special demographic analysis reports per year (approximately one every 13 weeks), addressing topics identified by the Director, Division of Program Statistics. Topics may include:

• Analysis of Congressional priorities.

• Emerging public health issues (substance abuse, opioid mortality, etc.).

• Underreported causes of death or birth-related issues.

• Small area population growth estimates in remote, rural communities

• Other demographic research as needed.

Each report shall consist of:

• 4-6 page written narrative analysis.

• Up to 8 supporting demographic tables.

• Code for all calculations.

• Professional formatting per Government-provided template.

• Delivery: Periodic as assigned, approximately 13 weeks apart.

7.5 Technical Assistance and Support

The contractor shall provide ongoing technical assistance to Government staff, including:

• Code Support: Explanation of analytical code functionality, logic, algorithms, and modifications as requested.

• Data Interpretation: Explanation of analytical results, statistical significance, and demographic meaning.

• External Inquiries: Technical support for questions from other Government entities and

Congressional offices.

• Custom Analysis: Development of analytical code to address analytical questions not covered by existing programs.

• Problem-Solving: Proactive identification and resolution of issues arising during data processing and analysis.

PART 8: REPORTING REQUIREMENTS

8.1 Monthly Progress Report

The contractor shall submit a written report within 5 business days following the end of each calendar month, including:

• Summary of work completed during the month.

• Status of all active deliverables (on track, at risk, delayed).

• Progress toward deliverable deadlines specified in Technical Exhibit 1.

• Summary of significant meetings, coordination activities, and action items.

• Summary of technical assistance provided.

• Any obstacles encountered and proposed solutions.

• Status against contract milestones and pricing schedule.

• Anticipated work for the following month.

8.2 Recurring Status Meetings

The contractor shall participate in recurring status calls or virtual meetings with the COR, generally on a weekly or other mutually agreed cadence, to discuss deliverable status, issues, and upcoming milestones. Additional technical meetings may be scheduled as reasonably needed to support performance and acceptance of deliverables.

8.3 Annual Summary Report

Upon contract completion, the contractor shall submit a comprehensive final report including:

• Aggregate summary of all monthly reports.

• Overview of all deliverables completed and their status.

• Summary of data quality improvements or adjustments implemented.

• Technical innovations or process improvements developed.

• Successes and lessons learned.

• Challenges encountered and how they were addressed.

• Recommendations for future contract periods.

PART 9: PERFORMANCE MANAGEMENT AND CONTRACT ADMINISTRATION

9.1 Contracting Officer Representative (COR)

The Government shall designate a COR who serves as the primary Government liaison for technical matters and deliverable oversight. The COR shall:

• Provide technical clarification within the scope of the contract.

• Monitor contractor performance against established standards.

• Coordinate with the contractor on data availability and requirements.

• Review and accept deliverables.

• Notify the contractor of any performance deficiencies.

• Facilitate contractor access to Government-furnished property and services.

The COR is not authorized to supervise contractor personnel or to change contract terms, conditions, or costs.

9.2 Post-Award Conference and Periodic Review Meetings

Within 30 days of contract award, the Government and contractor shall convene a post-award conference to discuss:

• Contract requirements and expectations.

• Quality standards and acceptance criteria.

• Schedule coordination.

• Government-furnished property and equipment.

• Security requirements and training.

• Communication protocols.

• Key personnel roles and responsibilities.

Following the initial conference, the Government and contractor shall meet periodically (at least monthly) to review progress, address technical issues, and ensure alignment on deliverables.

9.3 Performance Monitoring and Evaluation

The COR shall monitor contractor performance on an ongoing basis, including:

• Review of submitted deliverables against acceptance criteria.

• Evaluation of timeliness and completeness.

• Assessment of code quality and documentation.

• Feedback on responsiveness and communication.

• Documentation of any performance deficiencies.

Formal performance evaluations shall occur at 6 months and at contract completion, using the performance evaluation criteria specified in Section 3.3.

9.4 Corrective Action

If the contractor's performance falls below "Satisfactory" in any evaluation area, the Government shall:

• Notify the contractor in writing of the specific deficiencies.

• Allow the contractor 15 business days to propose a corrective action plan.

• Work with the contractor to implement corrections.

• Re-evaluate performance within 30 days.

Failure to achieve satisfactory performance after corrective action may result in contract termination or other remedies available to the Government.

9.5 Contract Modifications and Changes

Any change to contract scope, schedule, cost, or deliverables must be requested in writing through the Contracting Officer. The contractor shall not proceed with work on changes until formal written approval has been issued. Changes requested by the COR that affect scope, schedule, or cost must be submitted to the Contracting Officer for formal modification.

PART 10: GENERAL TERMS AND CONDITIONS

10.1 Availability and Coordination

The contractor is responsible for managing its own work schedule, staffing, and internal operations to meet all contract requirements and delivery dates. Contractor personnel shall be reasonably available during normal Government business hours for scheduled meetings, coordination, and issue resolution.

Government holidays and facility closures may affect access to Government systems or personnel; any required schedule adjustments shall be coordinated through the COR and, when contract terms are affected, approved by the Contracting Officer.

10.2 Travel

Travel to IHS HQ in Rockville, MD may be required to obtain access credentials and for up to four Government-requested in-person meetings per year, subject to Contracting Officer approval. Travel costs shall be included in the firm-fixed price.

10.3 Training and Professional Development

The contractor is responsible for maintaining all required training status as determined by the IHS Office of Human Resources and Office of Information Technology. This includes but is not limited to ISSA training, privacy training, and any security updates required by Government policy.

10.4 Conflict of Interest

The contractor shall disclose any potential conflicts of interest to the Contracting Officer immediately upon identification. The contractor may be required to sign a Conflict of Interest Certificate if the Contracting Officer determines that the contract work may affect the contractor's or employer's financial interests.

10.5 Invoicing and Payment

The contractor shall submit proper invoices in accordance with the contract schedule and instructions in the awarded contract. Each invoice shall identify the applicable contract line item number(s) (CLINs), accepted deliverable(s) or milestone(s), billing period, fixed amount billed, and any other information required by the Contracting Officer. Payment shall be made in accordance with the terms of the awarded contract following receipt of a proper invoice and Government acceptance, as applicable.

10.6 Section 508 Accessibility

All electronic and information technology deliverables, including reports, spreadsheets, and presentation materials, shall conform to the applicable Revised Section 508 Standards (36 CFR part 1194) as required by 29 U.S.C. 794d. The contractor shall provide an Accessibility Conformance Report on Government request.

10.7 Transition-Out and Data Disposition

No later than thirty (30) days before the end of the final period of performance, the contractor shall deliver a transition-out package containing all code, intermediate and final datasets, documentation, and an updated methods manual sufficient for Government staff to execute the work without contractor assistance. Within fifteen (15) days after contract completion, the contractor shall sanitize or return all Government data in its possession and furnish the Contracting Officer a written certificate of destruction or return.

PART 11: SECURITY AND COMPLIANCE REQUIREMENTS

11.1 Information Security Agreement

All contractor personnel with access to Government systems or sensitive data must complete and sign an IHS Information Security Agreement before access is granted. This agreement establishes contractor responsibility for compliance with IHS rules for computer resource use and handling of sensitive information.

11.2 Nondisclosure Agreement

The contractor shall execute a Nondisclosure Agreement (NDA) in a form provided by the Government. The contractor shall provide the names of all personnel with access to IHS data and confirm that all such personnel have signed the NDA. Copies shall be retained by both the contractor and the Government's Privacy Office.

11.3 Business Associate Agreement

Given the nature of demographic health data, a Business Associate Agreement (BAA) shall be executed between the contractor and the Government, establishing roles and responsibilities for compliance with HIPAA regulations. The Government shall retain a copy in the IHS Privacy Office.

11.4 Background Check and PIV Card

Any contractor personnel requiring access to Government systems or facilities must pass a background check sufficient to retain a Personal Identification Verification (PIV) card. The contractor is responsible for arranging and coordinating this process through Government-designated channels.

11.5 Physical Security

The contractor shall safeguard all Government-furnished equipment and materials. Government equipment shall be secured at the close of each work period. The contractor is responsible for preventing unauthorized access to Government data or systems.

11.6 Data Handling and Confidentiality

All demographic data accessed by the contractor is confidential and subject to HIPAA protections and Federal privacy regulations. The contractor shall:

• Access data only as necessary to perform contract tasks.

• Not discuss or disclose any identifying information about individuals in datasets.

• Not replicate sensitive data outside the secure Government environment.

• Not retain copies of Government data after contract completion.

• Immediately report any suspected unauthorized data access or security incidents.

PART 12: INVOICES AND DELIVERABLES SUBMISSION

12.1 Deliverables Submission

All deliverables shall be submitted via secure data transfer to the designated Government mailbox at https://securedata.ihs.gov/bds/Login.do or through the secure Windows server, as directed by the COR.

Physical deliverables requiring signature or certification shall be addressed to:

Indian Health Service Director, Division of Program Statistics 5600 Fishers Lane Mailstop 06NWH04 Rockville, MD 20857 Contact: Kirk Greenway Kirk.greenway@ihs.gov

12.2 Deliverables Format and Documentation

All deliverables shall include:

• Primary work product (dataset, table, report, or code).

• Comprehensive written explanation of methodology and results.

• Complete analytical code or scripts with detailed comments.

https://securedata.ihs.gov/bds/Login.do

• Supporting data files in Government-approved machine-readable format.

• Spreadsheet or template-formatted final deliverable.

12.3 Quality Assurance Before Submission

The contractor shall:

• Verify all calculations are accurate and match Government-approved methodologies.

• Confirm all code executes without errors on Government systems.

• Validate that deliverables match Government-provided templates.

• Review documentation for clarity and completeness.

• Test that Government staff can interpret and execute code independently.

PART 13: APPLICABLE REGULATIONS AND STANDARDS

13.1 Applicable Regulations and Standards

The contractor shall comply with all applicable Federal regulations, IHS policies, and professional standards, including:

• Federal Acquisition Regulation (FAR).

• Health Insurance Portability and Accountability Act (HIPAA).

• Office of Management and Budget (OMB) Circular A-11 and A-94.

• IHS Information Security policies.

• IHS Privacy Office policies and procedures.

• Statistical analysis best practices and industry standards.

• Demographic methods, public health epidemiology standards, and statistical analysis best practices.

• Government publications standards for vital statistics reporting.

All publications referenced in this work statement are available at the DPS Publications website:

https://www.ihs.gov/dps/publications.

TECHNICAL EXHIBIT 1: DELIVERABLES SCHEDULE

Deliverable Reference Frequency Due Date Duration First Year Only

Submit To

Regional Differences in Indian Health, datasets and tables

7.1 One per

year

28 weeks ADC* 28 weeks - DPS, CO

Trends in Indian Health, datasets and tables

7.1 One per

year

28 weeks ADC* 28 weeks - DPS, CO

Life Expectancy report, datasets and tables

7.1 One per

year

20 weeks ADC* 20 weeks - DPS, CO

YPLL datasets and tables 7.1 One per year 20 weeks ADC* 20 weeks - DPS, CO

Migration methods development and implementation

7.3 One per

year

36 weeks ADC* 24 weeks X DPS, CO

Periodic special reports as needed

7.4 Four per

year Periodic ~13 weeks apart - DPS, CO

Monthly Progress Report

8.1 Monthly

Within 5 business days of month-end

Ongoing - COR

Technical Assistance 7.5 As requested Upon request Ongoing - DPS, COR

Annual Summary Report

8.3 One time

Upon contract completion

- - Contracting Officer

*ADC = After Date of Contract Note: All deliverables commence after the date of contract. Specific start dates will be determined at contract award.

4.3 Identification and Notification

TECHNICAL EXHIBIT 1: DELIVERABLES SCHEDULE