Draft Performance Work Statement.pdf

Performance Work Statement

Title: World Trade Center Health Program Outreach and Education Contract

Period of performance of this contract: June 1, 2025 to May 31, 2030. This anticipated period of performance consists of a base year and four option years.

Base Period: June 1, 2025 to May 31, 2026

Option Period One: June 1, 2026 to May 31, 2027

Option Period Two: June 1, 2027 to May 31, 2028

Option Period Three: June 1, 2028 to May 31, 2029

Option Period Four: June 1, 2029 to May 31, 2030

SECTION 1 – BACKGROUND

On January 2, 2011, the President signed Public Law No. 111-347, the James Zadroga 9/11 Health and

Compensation Act of 2010 (Zadroga Act). Title I of the Zadroga Act amended the Public Health Service Act to add Title XXXIII establishing the World Trade Center (WTC) Health Program, referred to herein as “the

Program,” within the U.S. Department of Health and Human Services (HHS). The Zadroga Act was amended in 2015 by Public Law No. 114-113 to provide authority and funding and for the Program to continue through

2090 and further amended in 2019-2024 by Public Law No. 116-59, Public Law No. 117-328, and Public Law

No. 118-31, codified at 42 U.S.C. 300mm-300mm-64.1 In addition to the statutory requirements for the

Program codified in 42 U.S.C. §§ 300mm – 300mm-64, the Administrator of the WTC Health Program has also promulgated regulations governing the administration of the Program at 42 C.F.R. pt. 88. As of

September 30, 2024, the Program had enrolled 137,595 members, including 89,577 Responders and 48,018

Survivors.2

The Program is a limited health benefit program, meaning that treatment is only available for specific covered health condition(s) for which exposure to airborne toxins, any other hazard, or any other adverse condition resulting from the September 11, 2001, terrorist attacks has been determined to be substantially likely to be a significant factor in aggravating, contributing to, or causing the illness or health condition in an individual member. The Program is administered by the National Institute for Occupational Safety and Health

(NIOSH), part of the Centers for Disease Control and Prevention (CDC), a component of HHS, and provides medical monitoring and treatment for Program members.

Members comprise responders to the 9/11 terrorist attacks in New York City (NYC), responders at the

Pentagon, and near Shanksville, Pennsylvania (PA), and survivors in the NYC Disaster Area. To receive treatment for a specific health condition, members must be both enrolled in the Program and have their health condition certified as WTC-related by the Program. Only certain health conditions established by statute and through rulemaking by the Program qualify for coverage, and the Program is therefore a limited benefit plan.

Both Program enrollment and certification decisions are made by Program enrollment and certification specialists within NIOSH. The Zadroga Act establishes responsibilities associated with the administration and performance needed to enroll, initially evaluate, medically monitor, manage treatment, and reimburse services for covered health conditions. The Program contracts with vendors to carry out specific Program functions and operations of the limited benefit plan.

Monitoring and treatment are administered to members residing in the New York metropolitan area (NYMA), as defined in 42 C.F.R. 88.1, by Clinical Centers of Excellence (CCEs), and to members residing outside of

1 The Zadroga Act, as amended, can be found at:

https://uscode.house.gov/view.xhtml?path=/prelim@title42/chapter6A/subchapter31&edition=prelim.

2 Current Program statistics and reports can be found at https://www.cdc.gov/wtc/ataglance.html#enrollmentWTC.

3 Regulatory definitions can be found at Member Handbook - WTC Health Program the NYMA through the Nationwide Provider Network (NPN) Contractor; the CCEs and NPN are administered under separate contracts in support of the Program. The Government also contracts with a

Pharmacy Benefits Manager (PBM) to administer prescription benefits in the Program. In addition to these contracts, the Government also contracts with a Third-Party Administrator (TPA) that receives and processes enrollment and certification applications for NIOSH decision-making, maintains member demographic information, manages a call center, manages and maintains provider network(s) on behalf of the Program, administers Program benefits, and processes medical claims.

To be eligible for the WTC Health Program, applicants must qualify as either responders or survivors.

Responders include rescue, recovery, and clean-up workers and volunteers in lower Manhattan, at the

Pentagon, and at the crash site near Shanksville, PA. Survivors include persons caught in the dust cloud on

9/11 and/or who worked, lived, or attended school, childcare, or adult daycare in the New York City disaster area. Individuals must meet specific eligibility requirements for enrollment in the Program. These requirements include types of activities performed during specific time periods surrounding the disaster, locations in which these activities were performed, and minimum lengths of time these activities were performed. More details on eligibility criteria are available at https://www.cdc.gov/wtc/eligiblegroups.html.

SECTION 2 – PURPOSE/OBJECTIVE

Experts estimate that around 400,000 people were impacted by the dust cloud and other adverse effects of the attacks in NYC; Program enrollment is currently only approximately 34 percent of that total. The Program is committed to ensuring all potentially eligible persons are made aware of the Program and the benefits they may be eligible to receive. Certain populations are underrepresented in the Program and may be unaware of the benefits for which they are eligible, thus creating the need for outreach and education (O&E) activities.

The purpose of this contract is to obtain contractor support in the form of O&E activities to establish and/or increase awareness of, and trust in, the WTC Health Program among potentially eligible persons. O&E activities performed under this contract shall target one or more underrepresented populations listed below or identified by the Contractor and accepted by the Government as underrepresented.

Examples of Underrepresented Populations:

Underrepresented Survivors:

• Spanish-speaking survivors

• Chinese-speaking survivors

• Other identified non-English speaking communities

• Low-income individuals

• Survivors who live outside of the New York metropolitan area

• Residents of Lower Manhattan

• Young adult survivors (those who were 21 years old or younger at the time of 9/11)*

*Note: Proposals targeting the Young Adult Survivor population, those who were 21 years old or younger at the time of their 9/11 exposures, for its O&E activities shall not be combined with proposals for any other target population. If Contractors proposing to the Young Adult Survivor population wish to propose

O&E activities targeted to other populations, then separate proposals shall be submitted for each target population.

Underrepresented Responders:

• Responders with a focus on those who are members of labor unions

• Non-traditional responders (examples include construction workers, volunteers, communication workers, journalists, etc.)

• Spanish-speaking responders

• Other identified non-English speaking responders

• Pentagon/Shanksville responders

SECTION 3 – SCOPE OF WORK

The scope of this contract is to develop and execute a strategic outreach and education initiative to raise awareness, provide information, and serve as a community resource for enrollment assistance for the WTC

Health Program.

SECTION 4 – TASKS TO BE PERFORMED

Task 1: Kickoff Meeting and Strategic Outreach Plan

Kickoff Meeting

Within 10 days of contract start date, Contractor shall hold a Kickoff Meeting with COR and CDC Program representatives to discuss Contractor’s proposed activity. Within 7 days of completion of the Kickoff

Meeting, Contractor shall deliver to the COR via email Kickoff Meeting Minutes.

Strategic Outreach Plan

Within 30 days of contract start date, Contractor shall submit a Strategic Outreach Plan using the provided template (Attachment 01). Program must review and approve Contractor’s Strategic Outreach Plan prior to

Contractor’s implementation (Task 2).

If exercised, Contractor shall submit a new Strategic Outreach Plan within 30 days of each option period start date. Program must review and approve Contractor’s Strategic Outreach Plan prior to Contractor’s implementation (Task 2).

Strategic Outreach Plan Requirements:

1) Planned O&E Activities/Events: The Strategic Outreach Plan shall detail Contractor’s planned

O&E activities and events, associated dates and deliverables, methodology and cost. O&E activities shall establish and/or increase awareness of, and trust in, the WTC Health Program. O&E activities shall be targeted to the specific underrepresented population(s), also known as selected population(s), identified in the Contractor’s proposal.

2) Planned Metrics/Measurements of Success: Contractor’s Strategic Outreach Plan shall include plans for tracking and measuring success of O&E activities.

Minimum Outreach Standard: For each activity conducted under this contract, Contractor shall track the number of potentially eligible persons reached via each activity. Contractor must actively engage at least 750 potentially eligible persons, including at least 250 novel potentially eligible persons, for each 12-month period of performance under the contract. An actively engaged individual is one that received education that meets one or more of the components of acceptable

O&E activities (also listed in Task 2):

1. Promoting overall awareness of and interest in the WTC Health Program within the general and selected population(s),

2. Educating the general and selected population(s) about Program benefits, eligibility criteria, the application process, and any other relevant information about the Program,

3. Encouraging general and selected populations to apply to enroll in the Program, if eligible, and

4. Providing application assistance to those interested in enrolling as a member into the

Program.

Examples of actively engaging individuals include, but are not limited to:

1. Attended an informational session, webinar, or presentation,

2. Provided with the Outreach Kit, or other educational materials to take with them,

3. Conversations in-person, by phone, or over chat or email about the Program, their eligibility, and/or application process, and

4. Provided with application assistance.

The “Potential Member Needs” listed in the Strategic Member Journey includes topics that are appropriate to address when engaging individuals based on their unique stage of outreach.

Other Metrics of Success: Contractor’s Strategic Outreach Plan shall also identify other trackable, relevant metric(s) by which success of O&E activities will be measured. Other Measurements of

Success shall be proposed by Contractor and accepted by CDC as part of the Strategic Outreach

Plan. Contractor shall detail Contractor’s plan to measure and track identified metrics. Metrics can be based on actual numbers or best estimates and shall be tracked and reported to the Program under

Task 6.

Contractor shall track performance metrics for each O&E activity completed. These metrics shall include at least:

1. Total number of attendees,

2. Number of actively engaged attendees (actively engaged as defined above),

3. Follow-ups conducted or scheduled during and/or following activity, as applicable, and

4. Digital and print metrics including website visits, impressions, reach, click-throughs, placements, and circulation numbers., as applicable

Contractor may propose alternative metrics to be considered and accepted by CDC via the Strategic Outreach

Plan prior to implementation.

3) Changes to the Strategic Outreach Plan: It is anticipated that the Strategic Outreach Plan will be updated throughout each period of performance by mutual agreement of CDC and Contractor in order to continually increase effectiveness of outreach and better support O&E efforts. CDC may, at any time throughout the period of performance, request updates to the Strategic Outreach Plan. For any proposed changes to selected population(s) and or significant changes to proposed activities during the performance period, the Contractor shall submit a draft of the proposed change to the SOP at least 20 calendar days before proposed changes would be scheduled to take effect.

4) Option Periods, if exercised: Within 10 days of the start of each option period exercised under this contract, Contractor shall hold a Kickoff Meeting with COR and CDC Program representatives to discuss Contractor’s proposed activity for the option period. Within 7 days of completing the Kickoff

Meeting, Contractor shall deliver to the COR via email Kickoff Meeting Minutes.

For each option period exercised under this contract, and within 30 days of the option period start, Contractor shall deliver a new Strategic Outreach Plan using the provided template (ATT001).

Contractor shall address Lessons Learned and incorporate recommendations detailed in Contractor’s

OAR from preceding period of performance(s) to increase effectiveness of outreach to the selected population(s) and better support O&E efforts. Program must review and approve Contractor’s

Strategic Outreach Plan prior to Contractor’s implementation (Task 2).

Task 2: Conduct outreach on behalf of the WTC Health Program.

In accordance with the Strategic Outreach Plan approved by the Government under Task 1, the Contractor shall plan and implement comprehensive outreach strategies and perform activities that allows for maximum measurement of success. The Contractor shall conduct all operations and interactions with respect and sensitivity, including best practices for cultural sensitivity and awareness, as appropriate.

Contractor shall conduct O&E activities or campaigns that leverage the Contractor’s skills, experience, and expertise in creative and measurable ways, with a focus on the selected population(s). These activities should be conducted with the Strategic Member Journey (ATT003) in mind and to move eligible individuals through the various stages of member outreach. Use of a mixed-method outreach approach is encouraged.

Acceptable O&E activities will address at least one of the components below:

1. Promoting overall awareness of and interest in the WTC Health Program within the general and selected population(s),

2. Educating the general and selected population(s) about Program benefits, eligibility criteria, the application process, and any other relevant information about the Program,

3. Encouraging general and selected populations to apply to enroll in the Program, if eligible, and

4. Providing application assistance to those interested in enrolling as a member into the Program.

Contractor shall track performance metrics for each O&E activity completed. These metrics shall include at least:

1. Total number of attendees,

2. Number of actively engaged attendees (actively engaged as defined above),

3. Follow-ups conducted or scheduled during and/or following activity, as applicable, and

4. Digital and print metrics including website visits, impressions, reach, click-throughs, placements, and circulation numbers., as applicable

The Contractor may recommend additional informational measurements that would prove beneficial to tracking outreach and education efforts specific to their Strategic Outreach Plan.

Examples of potential O&E activities and associated measurements of success are listed below; other appropriate and culturally sensitive activities may be proposed in the Strategic Outreach Plan (Task 1) and submitted for approval by the Program.

1. Attend in-person events where potentially eligible persons are expected to be in attendance. Track and report number of attendees reached.

2. Host in-person outreach events targeting potentially eligible persons that, to the best of the

Contractor’s knowledge, were not previously contacted by the WTC Health Program or attended past outreach and education events. Track and report number of novel attendees.

3. Develop and/or disseminate print and digital marketing materials (fact sheets, matte articles, social posts/videos, etc.) focused on the selected population(s) through appropriate channels or outlets, or in appropriate locations for the selected target population.

4. Develop, promote, and place (paid and donated) Public Service Announcements (PSAs) on relevant radio, television, print, or digital/social channels in the relevant language for the selected population(s). Track and report pitches, outlets, successful placements, airtimes, etc.

5. Distribute O&E materials at appropriate and relevant locations that the selected population(s) are expected to visit. Track and report number of materials dropped off. If possible, track any follow-up contact resulting from these materials.

6. Social media post/paid ads campaigns. Track and report social media post metrics

Other possible metrics for measuring success include, but are not limited to:

1. Conversion rate from Introduction to the Interest, Preparation, and

Application stages of the Strategic Member Journey (ATT003), attendees sharing their contact details for vendor follow-up,

2. Confirmation that incoming calls following events are from event attendees, and

3. Count of Program-related materials distributed at outreach events. Digital and print metrics including website visits, impressions, reach, click-throughs, placements, and circulation numbers.

Task 3: Obtain clearance and approval of all outreach materials and distribute select materials.

For all outreach materials distributed under this contract, including publications and audiovisual products, contractor shall obtain clearance and approval by the WTC Health Program Communications and External

Affairs Team (CEAT) and/or the NIOSH Office of the Associate Director of Communication. Adherence to

WTC Health Program logo use and co-branding standards is required. See WTC Health Program Regulations

(42 CFR 88), Section 9. Use of the NIOSH and/or CDC logo is not allowed for WTC Health Program outreach without express written permission from NIOSH and/or CDC. Award of this contract does not constitute written consent for use of logos.

The following materials will be delivered to the Contractor after award for print and distribution at the

Contractor’s expense:

• Outreach packet (including enrollment information)

• Fact sheets and brochures available to view at: www.cdc.gov/wtc/print-materials.html

• Final products will be provided to the Contractor upon award that they will use.

• PowerPoint presentation with Program information

Task 4: Assist, educate, and engage with individuals of the selected underrepresented population(s) regarding the WTC Health Program and its eligibility criteria.

The Contractor shall:

1. Assist individuals of the selected population(s) in understanding Program eligibility requirements to reduce the number of ineligible or incomplete applications and mitigate any misunderstanding of eligibility criteria.

a. The Contractor is expected to become well-versed in Program eligibility, benefits, and services to be able to convey nuances and complexities of the Program. The Contractor may request Government Furnished Training from the Program as needed, but not more than once per year.

2. Educate individuals of the selected population(s) about Program benefits and services to ensure accurate understanding of Program coverage, should the individual become enrolled. The purpose is to enhance the member experience and support word-of-mouth outreach efforts.

3. Engage the selected population(s) on an ongoing basis to gather feedback, assess, and adapt O&E approaches.

4. Report learned best practices and/or results from selected population(s) engagement to reach the selected population(s) back to the Program through the Monthly Progress Report, Outreach

Assessment Report (OAR), and the Final Report.

Task 5: Assist individuals from the selected population(s) with Enrollment Application questions

The Contractor shall:

1. Provide paper applications to individuals in the selected population(s) and/or direct them to the

Program’s online application.

2. Upon request, offer informational assistance and guidance to individuals in the selected population(s) in filling out their application. The Contractor shall be respectful of and protect applicants’ personally identifiable information (PII) and protected health information (PHI) when providing enrollment assistance. Enrollment assistance must be provided without handling or retaining any PII or PHI related to the application, supporting the goal of increasing enrollment while adhering to privacy regulations. In addition, the Contractor shall not create, receive, maintain, or transmit any protected health information (PHI) as part of its enrollment assistance for applicants.

3. Direct individuals on submitting applications to the Program by appropriate means (e.g., mail, fax, online application portal).

4. Track relevant metrics to gauge impact of enrollment assistance activities, and report tracking results in the Monthly Progress Report and Outreach Assessment Report. Metrics shall align with proposed

Contractor tasks and Contractor expertise; examples include tracking the number of:

a. Potential applicants assisted at a specific event,

b. Assistance calls or email inquiries fielded during a reporting period,

c. Education sessions and/or individual meetings during a reporting period, and

d. Applications submitted by potential members who interacted with the Contractor.

Task 6: Assess and report outreach and education activities and impact.

The Contractor shall submit regular reports to the Program to assess the impact of Contractor’s efforts and describe insights gained regarding the needs of the selected population(s). Required reports include:

1. Monthly Progress Report.

2. Outreach Assessment Report

3. Final Report

These reports, with their specific requirements and scheduling, are discussed in detail in Section 8, “Key

Deliverables.

Contractor shall hold monthly calls with COR/Program within one week of Contractor’s submission of

Monthly Report. During this call, Contractor and CDC will discuss Contractor’s Monthly Progress Report, planned upcoming activities, and any other issues or topics relevant to successful O&E activities.

Task 7: Coordinate with other outreach and education partners

The Contractor shall coordinate with other outreach and education partners to share best practices, reduce duplication of effort, and align outreach and education efforts. The Contractor shall attend a monthly

Outreach Coordination Call (telephone or virtual conference) held each month on the fourth Monday.

Task 8: (Applicable to Young Adult Population only): Assist with and conduct Youth Research Cohort

(YRC) outreach and education.

In December 2022, legislation was passed requiring the Program to establish a Youth Research Cohort to enable future studies on the health and educational impacts on persons aged 21 years or younger within a certain distance of the WTC site on and after 9/11, including individuals who may not meet eligibility criteria for enrollment in the Program. To support this effort, the Contractor shall:

1. Describe activities to identify appropriate audiences and outline methods that can and will be used to conduct outreach and education about the Youth Research Cohort, including but not limited to:

a. Determine appropriate channels for outreach (digital, print, etc.).

b. How the contractor will ensure that persons eligible for the YRC will be reached, including

O&E to eligible participants in geographic areas that are eligible for YRC participation but may not be eligible for Program membership.

c. Conduct outreach and education activities to reach the appropriate audiences and leverage skills, experience, and expertise to educate the public and potentially eligible participants, and amplify Program messaging about the YRC.

2. Conduct and/or assist the Program or other appropriate Program vendors with YRC outreach and education activities as approved by the Program.

3. Conduct and/or assist the Program or other appropriate Program vendors with YRC recruitment and recruitment related activities as approved by the Program.

SECTION 5 – GOVERNMENT FURNISHED PROPERTY

No Government Furnished Property will be provided under this contract.

SECTION 6 – PLACE OF PERFORMANCE AND CONTRACT SUPPORT HOURS

The primary place of performance will be at vendor’s facility. It is anticipated that the majority of O&E activities will take place in the NYC area to reach target population(s).

There are no specified support hours for this contract.

SECTION 7 – TRAVEL

Travel expenses are not authorized under this contract. The Contractor shall not invoice for any travel-related costs, as all work shall be performed without the need for travel reimbursement. Any required travel is the sole responsibility of the Contractor and will not be reimbursed by the Government.

SECTION 8 – DELIVERABLES/REPORTING SCHEDULE

In addition to the task deliverables, Contractor shall submit the following to the Government as part of contract performance:

Deliverable Due Date Task Reference

Kickoff Meeting Minutes 7 days after Kickoff Meeting Task 1

Strategic Outreach Plan Draft Strategic Outreach Plan due 30 calendar days after contract start and within 30 calendar days after start of each exercised Option Period. This document is considered a living plan and is expected to stay updated throughout each period of performance to reflect any changes or updates.

This may periodically be requested by the

Program, but no more than six times per period of performance.

When requested by CDC, the updated Strategic

Outreach Plan should be provided within 14 calendar days.

A final Strategic Outreach Plan is due 45 calendar days before the end of each performance period that includes all O&E activities to date, and any remaining activities planned for the remainder of the performance period.

Note: For any proposed changes to population service and or significant changes to proposed activities during the performance period, the

Contractor shall submit a draft of any proposed change to the Strategic Outreach Plan at least 20 calendar days before proposed changes would be scheduled to take effect.

Task 1

Monthly Progress Report Due within 10 calendar days after the end of each month (or the next closest business day).

Section 4, Task 6

Section 8, Item 1

Outreach Assessment Report

(OAR)

Due no later than 45 calendar days before the end of each period based on findings and feedback from performance period.

NOTE: A separate OAR is not required in the final period of performance and can be included in the Final Report if the contractor so chooses.

Section 4, Task 6

Section 8, Item 2

Draft and Final Versions of outreach collateral materials (including PSAs, fact sheets, presentations, Program talking points, etc.)*

One draft of materials must be submitted to

NIOSH no fewer than 14 calendar days prior to use and the final version with all edits incorporated must be submitted no fewer than seven calendar days prior to use.

Section 4, Task 2

Deliverable Due Date Task Reference

Final Report Draft due no fewer than 45 calendar days prior to end of the final contract year. Final Report due within 10 calendar days after a reviewed draft is returned to the Contractor. Final Report submitted at the end of the contract term shall cover entire contract performance (Base plus Option Periods).

Section 4, Task 6

Section 8, Item 3

Components of Key Deliverables:

All reports shall be emailed to the Contracting Officer/Contracting Specialist, the Contracting Officer’s

Representative (COR), and their designee(s), as identified by the CEAT and the COR.

1. Monthly Progress Report

The Contractor shall prepare and submit a Monthly Progress Report using the template provided by WTC

Health Program Communications and External Affairs Team which shall contain technical progress and include information on, but not limited to:

• Evaluation plan for upcoming outreach activities,

• Evaluation of completed outreach and education efforts and their effectiveness,

• Audience Analysis/Stakeholder/Focus Group meetings, and

• Ad Hoc queries, including those from the media.

The Monthly Progress Report shall include updates on applicable metrics for measuring success of O&E activities and metrics on enrollment assistance including, but not limited to:

• Number of enrollment interactions (e.g. application assistance, etc.),

• How many of those interactions were in a group setting versus one-on-one (i.e. was the interaction at an event, individual conversation, etc.),

• Whether the events were online or in the local community, and

• Any trends or issues of note, including but not limited to:

o Objections to completing applications, o Any repeating points of confusion for potential members about the Program or during the application and enrollment process, and o Any observed shifts or changes in potential member community or demographics, and the context of any such observations

If the Contractor did not assist anyone during that month, they must explain why.

The Monthly Progress Report shall include sufficient detail to disclose all work started and/or completed during the reporting period, an indication of any current problems which may impede performance, the proposed corrective action, and the work forecast for the next period(s).

2. Outreach Assessment Report

The Outreach Assessment Report (OAR) is due no later than 45 calendar days before the end of each 12-month period of performance. For the final 12-month period of performance, the OAR is not required to be a separate deliverable and can be included in the “Lessons Learned” section of the Final Report (See Item 3., Final Report, below).

In the OAR, the Contractor shall report on outreach activities and the impact of these activities on the selected and general eligible populations and discuss what types of activities, products, and/or events should be considered for future outreach efforts. The intent of the OAR is to leverage the Contractor’s insights and expertise to help the Program understand which activities and/or events have more impact towards achieving the goals of awareness of and enrollment into the Program, and which activities and/or events may not have much or any impact. These reports shall include, but are not limited to:

• Introduction/Background that may describe important information for the OAR, that may include any or all of the following:

o The unique needs of and barriers to reaching the selected population(s), o The efforts, events, and activities performed to reach the population and their cumulative metrics, o Successful and unsuccessful attempts to reach the population and suggest reasons why these efforts were either successful or unsuccessful, and o Any notable obstacles or successes.

• Description of the method and tools used to collect the information presented in this report,

• Aggregated results of the information that can include de-identified quotes representative of trends found in the results,

• Description of any changes made throughout the 12-month period of performance based on the information gathered throughout the year, or since the previous OAR was completed, with explanation why that change was made and if it seemed to be more or less successful, and

• Any recommendations for any new or changes to future outreach activities, events, strategies, or methods to increase effectiveness of outreach to the selected population(s), and how the

Program can better support O&E efforts.

The Contractor shall submit an Outreach Assessment Report (OAR) 45 calendar days before the end of each option period to consider and assess impact of Contractor’s efforts and describe insights gained regarding the needs of the selected population(s).

3. Final Report

The Contractor shall submit a draft of the Final Report no fewer than 45 calendar days prior to the end of the final contract performance period. The CEAT will review the draft and return comments to the Contractor.

The final version of the report shall be due no more than ten calendar days after the CEAT returns comments.

The Final Report shall provide comprehensive details of the entire contract (base and any option periods), summarize all of the major project activities, provide total impact of any metrics used to assess outreach activities, and document and summarize all services rendered during the entire contract, including recommendations and conclusions based on the Contractor’s experience and results obtained.

The Final Report shall include, but is not limited to:

• Reports on metrics,

• Discussion on the approach(es) success,

• Any changes to approach methodology, and

Lessons Learned: The Lessons Learned section shall include the Outreach Assessment Report information from the final 12-month period of performance. It shall address obstacles to O&E and/or opportunities missed and how the Contractor addressed them, any major trends or changes in the population and/or the Strategic

Outreach Plan, and best practices learned from serving the selected population. Best practices shall address, but are not limited to:

• Population’s most important needs,

• Noteworthy cultural/group dynamics needed for effective interaction, and

• Most successful channels, methods, and/or approaches used to communicate with the population, including recommendations for future outreach to the population.

NOTE: Only one Final Report is required at the end of the whole contract term (base year + any option years). At the Contractor’s discretion, they may submit an annual Final Report for each 12-month period of performance that includes the final month’s Monthly Progress Report and the OAR. These must be presented to meet all requirements described above and appear in separate sections of the document. The Final Report submitted in the last period of performance shall cover the entire contract term (initial year and any option periods exercised).

SECTION 9 – REFERENCE MATERIALS

Table 1. Materials Available Online

Name Section Reference

Title XXXIII of the Public Health Service Act

(codifying Title I of the Zadroga Act, as amended)

Section 1

WTC Health Program Regulations (42 CFR 88) Section 1

Program Flyers, Brochures, and Postcards Section 4: Task 2

Table 2. Solicitation Attachments

Name Description

ATT001_2025StrategicOutreachPlanTemplate Template for the Strategic Outreach Plan, Excel document

ATT002_2025OEMonthlyReportTemplate Template for the Monthly Reports, Word document

ATT003_StrategicMemberJourney Detailed Strategic Plan for Member Journey identifies outreach stages for potential members from Introduction to Program through Membership

ATT04_WTCHealthProgramOverview PowerPoint Presentation used by Program partners that provides overview of the Program, benefits, and eligibility (Spanish Language version is available and provided as needed upon award).

ATT05_WTCHealthProgramOutreachFolder Pocket Folder for Program materials to create

Outreach Packet to give to potential members

SECTION 10 – Quality Assurance and Performance Matrix

The Government will evaluate the contractor’s performance under this contract. The COR or other designated evaluator will follow the method of surveillance specified in this contract. Government personnel will record all surveillance observations. When an observation indicates defective performance, the COR or other designated evaluator will require the contractor manager or representative to acknowledge the observation.

Acknowledgement of the observation does not necessarily constitute concurrence with the observation. It acknowledges that the contractor has been made aware of the non-compliance.

Performance Objective Standard Performance

Threshold

Method of Surveillance

Minimum outreach Through O&E activities, reach a minimum of 750 potentially eligible persons, including 250 novel potentially eligible persons, per 12-month period of performance.

100% success Outreach metric to be reported by Contractor via Monthly Progress

Report and OAR and reviewed by

COR/Program

Timely and Sufficient

Reporting

Contractor shall submit Reports

(Task 6) on time and with all requirements detailed herein.

Meets milestone

100% of the time

Review of Reports by

COR and Program

SECTION 11 – MINIMUM VENDOR QUALIFICATIONS

The Contractor shall demonstrate experience in designing, executing, and managing outreach and education campaigns targeted to various audiences, with proven expertise in effectively fostering awareness and trust.

Additionally, the Contractor shall conduct all operations with cultural sensitivity, adhering to best practices to ensure respectful engagement with diverse groups.

SECTION 12 – ADDITIONAL REQUIREMENTS

Section 508 Compliance

Electronic and Information Technology Accessibility Notice

(a) Section 508 of the Rehabilitation Act of 1973 (29 U.S.C. 794d), as amended by the Workforce Investment

Act of 1998 and the Architectural and Transportation Barriers Compliance Board Electronic and Information

(EIT) Accessibility Standards (36 CFR part 1194), require that when Federal agencies develop, procure, maintain, or use electronic and information technology, Federal employees with disabilities have access to and use of information and data that is comparable to the access and use by Federal employees who are not individuals with disabilities, unless an undue burden would be imposed on the agency. Section 508 also requires that individuals with disabilities, who are members of the public seeking information or services from a Federal agency, have access to and use of information and data that is comparable to that provided to the public who are not individuals with disabilities, unless an undue burden would be imposed on the agency.

(b) Accordingly, any offeror responding to this solicitation must comply with established HHS EIT accessibility standards. Information about Section 508 is available at http://www.hhs.gov/web/508. The complete text of the Section 508 Final Provisions and other resources can be accessed at https://www.section508.gov.

(c) The Section 508 accessibility standards applicable to this contract are: 1194.

• 205 WCAG 2.0 Level A & AA Success Criteria

• 302 Functional Performance Criteria

• 502 Inoperability with Assistive Technology

• 504 Authoring Tools

• 602 Support Documentation

• 603 Support Services

In order to facilitate the Government's determination whether proposed EIT supplies meet applicable Section

508 accessibility standards, offerors must submit an HHS Section 508 Product Assessment Template, in accordance with its completion instructions. The purpose of the template is to assist HHS acquisition and program officials in determining whether proposed EIT supplies conform to applicable Section 508 accessibility standards. The template allows offerors or developers to self-evaluate their supplies and documentation detail - whether they conform to a specific Section 508 accessibility standard, and any underway remediation efforts addressing conformance issues. Instructions for preparing the HHS Section 508

Evaluation Template are available under Section 508 policy on the HHS Web site http://hhs.gov/web/508.

(d) Respondents to this solicitation must identify any exception to Section 508 requirements. If an offeror claims its supplies or services meet applicable Section 508 accessibility standards, and it is later determined by the Government, i.e., after award of a contract or order, that supplies or services delivered do not conform to the accessibility standards, remediation of the supplies or services to the level of conformance specified in the contract will be the responsibility of the Contractor at its expense.

(e) Electronic content must be accessible to HHS acceptance criteria. Checklist for various formats is available at http://508.hhs.gov/, or from the Section 508 Coordinator listed at https://www.hhs.gov/web/section-508/additional-resources/section-508-contacts/index.html. Materials that are final items for delivery should be accompanied by the appropriate checklist, except upon approval of the

Contracting Officer or Representative.