Draft SOW for Notice of Intent_REQT-OMAS-MS-2026-00079.pdf

Draft Statement of Work

TASK REQUIREMENTS

Task 1.0 Project Planning and Management

Subtask 1.1: Kick-Off Meeting

The Contractor must meet with the Contracting Officer’s Representative (COR) and Project Officer

(PO) within two (2) weeks after base and option year awards to ensure clarification of project goals, scope of work, routine communication standards, quality control standards, and deliverable and invoice submissions. The purpose of the meeting will be to discuss the objectives of the task order and to reach a common understanding of how the contractor will complete the work, the timelines, and the deliverable schedule for projects under this task order. The contractor must be prepared to discuss critical activities requiring immediate attention and the project execution process. The COR and PO may also discuss anticipated requests with the contractor. The contractor may provide COR with a list of questions or issues in advance of the Kick-Off meeting. After the meeting, the contractor must submit a memo to the COR summarizing the meeting and any decisions made.

Deliverable(s): (A) Kick-Off Meeting (B) Meeting Summary Memo

Subtask 1.2: Weekly COR and PO Meetings

The contractor must prepare a draft project management plan for the contract that details the intended approach to supporting the women’s health portfolio during the period of performance. The management plan must be brief (up to 5 pages) and include: an overall approach to performing tasks and managing projects, plans for communication, processes for budget and cost estimation, and a plan for how to resolve any issues that present themselves over the task order period of performance (i.e., changes in key personnel, delays in obtaining critical data).

The task order management plan must specify: the contractor’s strategy for planning and preparing analytic products on short, medium, or long-term projects; how appropriate or necessary analysts, experts (including academic or other institutions), or sub-contractors are identified, and a strategy for conducting any data or policy analysis that may be requested for work products, including a process for receiving input from the COR and/or PO during the development of each product.

The task order management plan must also include draft elements for the monthly progress report and a template for the budget report (Subtask 1.4).

Deliverable(s): (A) Draft Task Order Management Plan (B) Final Task Order Management Plan

Subtask 1.3: Project Work Plan

The COR and/or PO will submit a project request to the contractor for each specific project under this task order, including background information, research questions to be addressed, tasks, and a draft schedule of deliverables. Upon receipt of the request, the contractor may request a meeting with the

COR and PO assigned to the project to determine the specific scope and proposed approach for each project. These meetings may take place via a video conferencing platform (e.g. Microsoft Teams, Zoom, Webex), email, conference call, or in conjunction with a weekly conference call (Subtask 1.4), and may occur as needed over the course of the project. Each project (See Task 2) will require a project work plan and a proposed subject matter team of experts.

The contractor must draft a project work plan for each project request, submit it to the COR and PO for review and approval within two (2) weeks of receipt, and host a meeting to discuss it. The project work plan must detail the project's technical approach and schedule (see Task 2). Specifically, the project work plan must include a description of the technical approach; any anticipated challenges to completing the project and how the contractor will address them; staffing and management responsibilities; and the allocation of project resources, including projected hours per staff member. The project work plan shall also include a timeline that identifies the start and completion dates, as well as other milestones, for each deliverable specified in the plan. The project work plan must be based on the project request from the COR and PO, as well as discussions and other decisions made at the project work plan meeting. The COR and PO may modify the project work plan, including completion dates, after consultation with the contractor, if needed. All approved project requests must be completed by the end of the contract's period of performance or discontinued by mutual agreement of the contractor, the

COR, and the PO.

Draft project work plans must be submitted to the COR and PO for review and approval no later than two (2) weeks after the project work plan development meeting or otherwise agreed upon by the COR and PO. Upon incorporating comments from the COR and PO and final approval by the COR and PO, a final work plan shall be submitted to the COR and PO no later than one (2) weeks after final approval.

Deliverable(s): (A) Draft, (B) Final Project Work Plan(s), as needed

Subtask 1.4: Standing Project Management Conference Calls

Standing conference calls between the contractor, the COR, and the PO must be scheduled within one week of the EDOC. The contractor, the COR, and the PO will decide on the periodicity of project management calls, which may change during the contract period to reflect HHS OWH's evolving needs, but should be assumed to occur weekly. During each call, the contractor shall be prepared to discuss any issues that have arisen since the last monthly progress report (Subtask 1.5) and to provide key updates on current projects, including any changes to the estimated budget or costs. The contractor must develop an agenda prior to the call and, within one week, distribute the meeting minutes, including key points and decisions, to the COR and PO.

Deliverable(s): (A) Standing Call Agendas (B) Standing Call Action Items Summaries

Subtask 1.5: Monthly Progress Reports

The contractor must submit monthly progress reports (not to exceed four (4) pages, excluding tables or charts) outlining all work accomplished during the previous month. At a minimum, such reports should cover the following items:

• Discussion of the progress in accomplishing the tasks specified in this task order.

• Difficulties encountered and remedial action(s) taken.

• Activities anticipated during the upcoming reporting period.

• Personnel and other management changes.

Monthly progress reports are due within the first week of each month following the Kick-Off Meeting

(Subtask 1.1), or as otherwise agreed upon by the COR and the contractor, and must be sent by the

Principal Investigator directly to the COR via email. Monthly progress reports should specify the use of funds by project, including staff hours for each project and for overall administration of the task order.

Deliverable(s): (A) Monthly Progress Reports

Task 2.0 Data Collection, Analysis, Research, and Reporting

The Contractor will develop a 5-year Strategic Plan and an annual Work Plan that outlines an approach for conducting an in-depth analysis of women's and infants' morbidity and mortality data, including inpatient and outpatient data, as outlined in Tasks 2.0–4.0.

The Contractor will provide access to up-to-date, standardized inpatient and outpatient women and infant deidentified health information from a nationally representative database, along with advanced artificial intelligence models, to better understand U.S. maternal and infant health outcomes that affect overall health and to identify the drivers of maternal and infant mortality and morbidity as outlined in Tasks 2.0 –

2.3.

The Contractor must develop and routinely update state and regional heat maps of de-identified women's and infants' health outcomes in the U.S., as outlined in Tasks 2.0 – 2.3, annually.

The Contractor must access, collect, and report on de-identified, standardized inpatient and outpatient data for the prior calendar year (analysis to include retrospective data from 2008 through the current year, as available and appropriate) on women and infant health outcomes in the U.S as outlined in Tasks 2.0 – 2.3.

The Contractor must ensure that all analyses and heat maps outlined in Tasks 2.0 – 2.3 include (but not be limited to) stratification by age, race, ethnicity, mode of delivery, chronic conditions, payer, hospital type, geographic location, and any other relevant factors contributing to morbidity and mortality, excluding any data elements defined as personally identifiable information (PII).

The Contractor must provide annual statistical and quarterly trended outcome reports on all analyses outlined in Tasks 2.0 – 2.3.

The Contractor must provide updates to the HHS women and infant dashboards as outlined in the Work

Plan and specified in Tasks 2.0–2.3.

The Contractor must provide technical assistance in developing work products, including quantitative and qualitative analyses and associated written documents, as outlined in Tasks 2.0–2.3.

Deliverable(s): (A) Develop 5-year Strategic Plan and Annual Work Plans, (B) State and regional heat maps for data analysis outlined in Tasks 2.0 – 2.3. (C) Analysis of de-identified women and infant standardized inpatient and outpatient data. (D) Annual women and infant analysis, stratified, statistical, and trended outcome reports. (E) Annual and quarterly updated HHS women and infant dashboards as outlined in the Work Plan supporting Tasks 2.0 – 2.3. (F) Technical Assistance

Subtask 2.1: National Women and Infant Research Analysis

National Women and Infant Research Analysis using a nationally representative research database to examine factors contributing to maternal and infant morbidity and mortality, including the role of chronic conditions; stratified by patient demographics and socioeconomic factors, disease severity, comorbidities, complications, and resource utilization data.

The Contractor must analyze and measure data using advanced data technologies and biostatistics methods, including regression analyses and microsimulation modeling, to address requested HHS research topics as specified in the Work Plans, such as:

• Understanding the relationship between various pre-existing conditions and other risk factors, complications, morbidity, and mortality.

• Estimating the costs and benefits of women and infant policy proposals under consideration by

HHS

• Work with HHS on women's and infants' health innovations, market trends, and opportunities to identify knowledge gaps for quantitative and qualitative analysis.

• Assessing outcomes that are the focus of HHS-wide initiatives.

The Contractor must provide adjusted and unadjusted analyses from a nationally representative, standardized inpatient database on women's and infants’ data, including linked health outcomes, annually, as described in the Strategic and Work plans.

The Contractor must analyze up-to-date data describing the relationships between maternal and infant mortality and morbidity throughout the contract and report findings on a routine basis.

The Contractor must analyze data and perform cost analyses of women's and infant healthcare, including morbidity and mortality.

The Contractor must provide technical assistance and develop work products, including various quantitative and qualitative analyses and associated written documents.

The Contractor must routinely analyze data to evaluate the relationship between women's health across the continuum on maternal-infant morbidity and mortality, including contributing conditions such as diabetes, hypertension, and obesity.

The Contractor must provide Annual statistical and trended HHS-directed measures abstracted from the nationally representative, standardized database on women's and infants’ data, including linked health outcomes, to support the HHS Interagency Maternal Health Dashboard, as described in the Strategic and

Work plans.

Task 2.1 Deliverable(s): (A) Ongoing women and infant inpatient and outpatient and linked data research analysis as specified in the agreed-upon Strategic and Work Plans (B) Annual and

Quarterly women and infant analysis and outcome extract (C)Technical assistance (D) Annual women and infant research analysis outcome reports (E) Analyze and measure data using advanced methods specified in the Work Plan (F) Analyze data describing relationships (G) Analyze data describing cost (H) Annual statistical and trended HHS-directed measures for the HHS

Interagency Maternal Health Dashboard (I) Up to six (6) Ad-hoc women and infant analysis, focused data drills, and supporting reports as directed by HHS annually.

Subtask 2.2: HHS Perinatal Improvement Collaborative (HHS PIC)

The HHS PIC measures the effect of interventions on maternal and infant outcomes. This large-scale effort unites a cohort of more than 318 U.S. hospitals in a data-driven national maternal and infant perinatal quality improvement collaborative to better understand the implementation of standardized, evidence-based practices and processes, including nationally recognized care bundles, and their effects on linked women's and infants' health outcomes.

The Contractor must maintain the HHS Perinatal Improvement Collaborative (HHS PIC) (a network of hospitals) for data collection and analysis.

The Contractor must:

• Recruit and maintain a minimum of 318 nationally representative hospitals. Hospitals will be nationally and geographically represented, optimally, from all 50 states and the District of Columbia.

• Provide HHS PIC hospitals with data analysis and quality-improvement support to implement evidence-based practices and processes to reduce women's and infants' mortality and morbidity.

• Conduct pre- and post-collaborative High Perinatal High Reliability Assessments (HRAs) to measure each hospital’s expected and evidence-based clinical practices, processes, and safety culture. Pre-collaborative HRAs will occur when the hospital joins the collaborative, and post-HRAs will occur upon the hospital leaving the collaborative and/or upon the conclusion of the initiative.

• Routinely update HHS PIC expected and evidence-based practices and processes to ensure the highest quality, safety, and effectiveness of care by incorporating the latest scientific research, technological advancements, and clinical expertise.

• Routinely collect data that describes the impact of women and infant health interventions on maternal and infant morbidity and mortality throughout the contract.

• Analyze and evaluate data on hospital safety culture, team dynamics, and their relationship to health outcomes.

• Provide web-based women and infant outcome and implementation dashboards that contain routinely analyzed collaborative hospital data evaluating the relationship between maternal-infant morbidity and mortality, including linked maternal-infant analysis, not limited to national measures, complications, and contributing conditions such as diabetes, hypertension, and obesity, and the association with mortality and morbidity.

• Synthesize and analyze the landscape of women and infant health measures and best practices to support the design and implementation of program evaluation.

• Analyze data describing the impact of women and infant health interventions on morbidity and mortality.

Analysis of HHS PIC hospitals should focus on outcomes in the areas identified in the Work Plan

The Contractor will leverage its partnership with national organizations to support:

• Incorporating a national coalition of patient organizations and individuals with “lived experiences” or those who represent them, to use their voices to support hospitals in reducing complications in pregnancy and the postpartum period, and to develop support for customized quality improvement plans to improve women and infant health outcomes. The Contractor will measure the impact of implementing patient voices on quality improvement within HHS PIC hospitals.

• The “Still At-Risk” initiative. A national coalition of organizations that supports the implementation of a standardized postpartum wristband program. This initiative is aimed at improving maternal health outcomes by increasing awareness of ongoing postpartum risks, particularly cardiovascular and preeclampsia risk. The Contractor will measure the impact of implementing the “Still At-Risk” initiative within HHS PIC hospitals.

The Contractor must provide up to four (4) Ad-hoc women and infant HHS PIC analysis, focused data drills, and supporting reports as directed by HHS annually.

Task 2.2 Deliverable(s): (A) Establish and maintain the HHS PIC (B) Recruit and maintain a minimum of 318 hospitals (C) Conduct Pre/Post hospital HRAs) (D) Updated expected and practices and processes (E) Collect data that describes the impact of interventions (F) Analyze hospital safety culture data (G) Web-based maternal infant dashboards (H) Analyze health measures and best practices (I) Maternal-infant health intervention data (J) Annual HHS PIC statistical and quarterly trended maternal-infant linked analysis data extract

Report (K) Annual report on the impact of patient voices (L) Annual report on the impact of the

“Still At-Risk” initiative

Subtask 2.3: Continuum of Health Initiative

Integrates analysis of patient care across the continuum and delivers a comprehensive analysis of women's and infants' health across the lifespan. Leveraging outpatient and inpatient data sources, CHI will help to identify pregnancy-related risks, predict adverse outcomes, and generate new insights to advance the care of women and infants.

The Contractor must expand the HHS PICs clinical quality improvement impact and measurement strategies to encompass the continuum of healthcare, with a focus on women, infants, and children from preconception through pregnancy, childbirth, the postpartum period, and childhood.

The Contractor will identify hospitals within the HHS PIC that currently have the capability of providing cross-continuum health measurement in the Base Year of this contract.

The Contractor must identify and begin recruiting a minimum of 40 hospitals capable of providing cross-continuum data, including linked maternal-infant health measurements, in the Base Year of this contract.

Up to 80 additional hospitals will be added to the HHS PIC in Task 2.2 (for a minimum total of 520 HHS

PIC Hospitals), capable of providing cross-continuum health data by the conclusion of Option Year 2.

The Contractor will align CHI measurement strategies with the HHS PIC outlined in Task 2.2 and the work plan.

The Contractor must utilize the maternal/infant linked dataset to conduct a comprehensive analysis of patient care across the continuum and of women's and infants' health across the lifespan.

The Contractor will identify and routinely update evidence-based strategies that address the key impacts of chronic disease in women, including but not limited to the following:

• Physical Health and Chronic Conditions: Assess pre-existing conditions (e.g., infertility, diabetes, hypertension, obesity), associated risks for pregnancy complications, and their long-term effects on maternal and infant health, including developmental delays and chronic conditions in children.

• Pre-Existing Mental Health Conditions: Analyze conditions such as anxiety, depression, and chronic stress, and evaluate their influence on pregnancy complications and long-term outcomes for both women and infants, including developmental delays and chronic illnesses in children.

• Nutrition: Evaluate maternal and infant nutrition and its relationship to pregnancy complications and long-term health outcomes for women and children, including developmental delays and chronic conditions.

• Substance Use and Lifestyle Factors: Examine the effects of tobacco, alcohol, and drug use before and during pregnancy on birth outcomes, including preterm birth and low birth weight.

• Access to Care: Assess the impact of prenatal care utilization, routine health screenings (e.g., for chronic conditions and postpartum depression), and ongoing management practices for women and infants.

• Social and Economic Factors: Evaluate how healthcare access, environmental conditions, and socioeconomic determinants influence maternal and infant morbidity and mortality.

The Contractor will provide, in alignment with Task 2.2, CHI hospitals with data analysis and quality-improvement support to implement evidence-based practices and processes to reduce mortality and morbidity among women and infants.

The Contractor will, in alignment with Task 2.2, conduct pre- and post-collaborative High Perinatal High

Reliability Assessments (HRAs) to measure expected and evidence-based clinical practices, processes, and safety culture. Pre-collaborative HRAs will occur when the hospital joins the collaborative, and post-

HRAs will occur upon the hospital's departure from the collaborative and/or upon the conclusion of the initiative.

The Contractor will provide web-based CHI (women and infant) outcome and implementation dashboards that contain routinely analyzed inpatient and outpatient data evaluating the relationship between women and infant morbidity and mortality, including linked maternal-infant analysis, which includes but is not limited to national measures, complications, and chronic conditions such as diabetes, hypertension, and obesity, and the association with mortality and morbidity across the lifespan.

Task 2.3 Deliverable(s): (A) Expand HHS PICs QI measurement strategies to include a continuum of healthcare (B) Identify hospitals within the HHS PIC that can provide cross-continuum health measurement (C) Recruitment of 40 hospitals in the Base Year (D) Recruitment of 40 additional hospitals by the end of Option Year 2 (E) Align CHI measurement strategies (F) Identify and routinely update evidence-based strategies (H) Pre/Post outpatient and inpatient High Reliability

Assessments (HRAs) (I)Annual statistical and quarterly trended CHI outcome analysis report and data extract (J) Annual aggregated HHS CHI outcome and implementation reports

Task 3.0 Publication Collaboration

The Contractor collaborates with HHS OWH to draft manuscripts, communication documents, and reports that convey data and analysis results to stakeholders across diverse distribution media (including, but not limited to, peer-reviewed scientific journals, data briefs, public communications, web networks, website posts, and social media channels).

The publication of manuscripts, white papers, briefs, and reports will be mutually discussed by HHS

OWH and the Contractor. HHS OWH will lead all decisions about authorship and journal preference, in consultation with the Contractor. Note: This does not include reports/analysis as outlined in Tasks 2.0 –

2.3.

The Contractor must, in collaboration with HHS, support the development of additional manuscripts, white papers, briefs, and/or reports to facilitate the development and submission of at least eight (8) publications annually, as outlined in the Strategic and Work Plans.

The Contractor and any consultants and subcontractors must not release, publish, or disclose, verbally or in writing, information pertaining to the results or findings of work (including data collection, analyses, draft or final papers and reports) for the period of this contract without obtaining prior written approval of the COR or their designee. Similarly, unless authorized, information shall not be shared with the collaborating hospitals, except for data about their own hospitals.

The Contractor must request approval in advance (at least 21 days prior to release) and in writing, specifying: who or what is requesting the information; when and how the project results/information will be released; and what information will be released. Failure to receive a response from the COR or designee does not constitute approval for releasing the information.

The joint publication must cease upon the termination of the contract, when all data have been transferred to HHS through a designated mechanism. Additional analysis of HHS-funded data is not permitted after the contract ends.

Task 3 Deliverable(s): Manuscript, white paper, briefs, and report development of at least 8 publications annually, as mutually determined and outlined in the Strategic and Work Plans.

Task 4.0 Transition Plan and Data Migration

The Contractor must develop a project transition plan that includes a detailed overview of the project, objectives and timelines, identification of key (streamlined) staff and their roles, a thorough risk assessment, and a communication plan to ensure a smooth handover to the Government, No Later Than 90 days of the contract performance end date. The plan must include reference materials that serve as the

“Standard Operating Procedures” for HHS.

The Contractor must design the migration in collaboration with the COR, No Later Than 75 days of the contract performance end date. The plan must specify the file format (e.g., Excel/Tableau/Power BI), software requirements, and file organization by data source (i.e., national vs. collaborative). The migration portion of the plan must specify which data will be moved, detail the technical architecture and processes, and provide timelines. The Contractor must consult the COR on compatible key aspects of this design, identify the tools and resources needed, determine the necessary security standards, and establish data quality controls. The plan must recommend size and compliant data storage requirements. The recommendation must be approved by OASH OCIO stakeholders prior to implementation. All items in the plan must be accepted by the COR before migration activities begin.

For Data Migration:

The Contractor must assess the source data. The Contractor must summarize the size, stability, and format of the data planned for migration to the Government, No Later Than 80 days prior to the contract performance end date. A complete audit of source data must identify inaccurate or incomplete data fields, obsolete coding, errors, and the adapted codebook (data dictionary).

The Contractor and the COR must brief key stakeholders, including members of the OASH OCIO teams, No Later Than 70 days of the contract performance end date. The Contractor and COR must discuss the project goals, key milestones, and any elements that may affect these teams with the relevant stakeholders, and receive feedback that may require project adaptation. The Contractor must complete necessary adaptations and revisions No Later Than seven business days.

The Contractor must develop the migration logic designed to extract, transform, and load data into the new repository, No Later Than 60 days of the contract performance end date. Given this is a large dataset, the migration must be staged into sections and tested section by section to ensure complete and optimal functionality.

The Contractor must host test sessions with the COR and designated end users once the code is received in the production environment, No Later Than 50 days of the contract performance end date.

Following the test sessions, the Contractor must perform the necessary remediation activities to ensure the data migration is fully implemented, sustainable, and acceptable to the Government, No Later Than 45 days after the contract performance end date.

The Contractor must conduct data validation testing in collaboration with end users identified by the COR, No Later Than 40 days of the contract performance end date. The Contractor must verify that all required data has been transferred, that the correct values are in the destination tables, and that other identified repositories are updated no later than 30 days after the contract performance end date. If any data is lost, the Contractor must identify how the data will be recovered within three business days of discovery and make it accessible to the Government.

The Contractor must provide all documentation related to HHS-purchased data and associated methodologies, including Glossaries, Measure Codes, and Reference Documentation.

The Contractor must shut down and dispose of the dashboards and other tools or systems that supported the source data, and “sever” the proprietary data feeds within the current dashboards from their data platform prior to migration. Information and/or data must be disposed of in accordance with NIST SP 800-

88, Guidelines for Media Sanitization. HHS will provide the Contractor with disposition instructions for securely transferring and/or destroying any agency records used in performing this contract that are in the

Contractor's (or any subcontractor's) custody or control upon completion of contract performance.

Contractor must transfer all applicable materials and supplies that are the property of the Government or purchased, throughout the life of the contract, on behalf of the Government

All applicable data and materials must be transferred in the format agreed upon by the parties.

Deliverable(s): Transition Plan and Data Migration as specified in the Strategic Plan, Data mapping documentation, and Final Migration Report certifying completeness and accuracy.