Exhibit B Draft Statement of Work.pdf

Exhibit B

INSERT CONTRACT #: 1 of 10 Updated 06/08/26

Statement of Work

To Original Contract Number CT XXXX*XXXX

These provisions are to be read and interpreted in conjunction with the provisions of the contract specified above, as amended.

I. Entity Name: TBD

II. Project Description

The Primary Care Office (PCO) developed and administers the Colorado Health Systems

Directory (CHSD), a health information project, which provides comprehensive data on licensed clinicians and health care sites across Colorado. The CHSD aggregates information about clinicians and systems from multiple public and proprietary data sources, matches the information to data in the system, standardizes information, and applies a scoring algorithm to determine current information for clinicians and systems.

The PCO uses the directory to determine where health professional workforce shortages exist in the state and directs practice incentives to those areas of the state determined to have a shortage. To plan for existing and future health professional workforce needs in Colorado and statutory requirements, the CHSD provides needed accurate data about where clinicians practice, how they practice, and how much patient care they provide.

An adequate health professional workforce is a key precondition for access to health care, particularly in low-income and rural communities throughout Colorado. Access to care is a common interest of multiple organizations working in the state on health care delivery, planning, policy and financing. Accurate health professional workforce data needs are a common problem among public health agencies, sister state agencies, governmental, state-chartered, research entities and other stakeholders. The CHSD is a collaborative solution to these problems. The PCO shares directory data with stakeholders, who use the data for a variety of uses including counts of providers in regions of the state to network adequacy.

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III. Definitions

A. Ad hoc query: One-time question directed at a database to retrieve specific data

B. APCD: All Payer Claims Database

C. ASPX: Active Server Page Extended

D. BizTalk: Microsoft Server integration platform that connects data sources to automate business processes and exchange information

E. CDPHE: Colorado Department of Public Health and Environment

F. CHSD: Colorado Health Systems Directory

G. CMS: Centers for Medicaid & Medicare services

H. Composite Quality Score: Algorithmic-determined score for data quality

I. CSV: Comma-Separated Value

J. Data modeling: Creation of a visual blueprint to define how data is stored or organized

K. ETL: Extract, Transact, Load

L. GUI: Graphical User Interface

M. HIPAA: Health Insurance Portability and Accountability Act

N. HITECH: Health Information Technology for Economic and Clinical Health

O. HTML: Hypertext Markup Language

P. NPPES: National Plan and Provider Enumerations System

Q. PHI: Protected Health Information

R. PII: Personally Identifiable Information

S. PCO: Primary Care Office

T. Power Bi dashboard: single page overview using visual tiles to track metrics and summarize data from underlying reports.

U. SAMHSA: Substance Abuse and Mental Health Services Administration

V. Schema: structural blueprint that defines how data is organized, structured and related in a database.

W. Soundex: methodology to reduce names to 4-character code for automate record match.

X. SOW: Statement of Work, this Exhibit to the Contract that outlines the work to be completed by the Contractor including the project’s goal, objectives, activities, standards, and requirement, deliverables, and timelines.

Y. SQL: Structured Query Language Database

Z. SSRS: SQL Server Reporting Services

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AA. TSV: Tab-Separated Value

BB. UI: User Interface

IV. Work Plan

Program Goal #1: Promote health outcomes by addressing community clinical, workforce, safety-net, planning and prevention needs, focusing on low-income, uninsured or underinsured, and geographically isolated Coloradans.

Project Objective #1: No later than the expiration of the contract, provide ongoing development and updates of the CHSD according to PCO specifications.

Primary Activity (PA) #1: The Contractor shall facilitate ongoing database development, maintenance and security of the CHSD as directed by PCO and necessary for continued successful operation of the database.

PA #1 Sub-Activity(ies):

1. The Contractor shall maintain the database and all associated environments within an existing Microsoft Azure tenant for CHSD.

2. The Contractor shall perform necessary maintenance on development, pre-production and production databases (SQL, BizTalk, IIS).

3. The Contractor shall confirm compliance with the following:

a. HIPAA

b. HITECH

c. FedRAMP

d. applicable state of Colorado statute

Primary Activity (PA) #2: The Contractor shall work with the PCO to maintain data integration and quality control.

PA #2 Sub-Activity(ies):

1. The Contractor shall maintain the CHSD to minimally include:

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a. Integrate new clinician, facility, and payer data sources, as directed by the

PCO, conforming to established processes and architecture including:

i. Mapping new data sources to the existing BizTalk database architecture and implementing revisions to Soundex scoring procedures, including adding variables as necessary to the associated procedures and tables.

ii. Data sources may range in size from 1,000 rows of data to over

1,000,000 rows that will be imported on schedules ranging from monthly to bi-annually.

iii. Each data source may contain over 250 fields of data that may not be structured to current CHSD tables.

b. Developing the process flow for the ETL package (BizTalk through Soundex and into the CHSD).

2. Develop a process for handling file drops internally and independent of the Contractor.

3. The Contractor shall facilitate maintaining integration of the CHSD with the commercial data validation system to minimally include:

a. Maintain procedures to validate data against commercial validation system via the existing web integration from BizTalk to the commercial validation source.

b. Import validated records from the existing web integration into the database.

c. Modify existing algorithm to score and select data based on the age of the data, the source of the data, the relative reliability of the data source and other quality indicators as determined by PCO analysis.

d. The data is validated against a state-selected validation system vender via an existing web integration. This includes modifying an algorithm to score and select data based on its age, source, and relative reliability.

e. A composite data quality score is assigned for each record to estimate its quality for additional validation.

i. Record level data quality score to estimate relative quality of records within the database that should be subjected to additional validation processes.

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ii. Maintain end user tools such as queries that return data subsets based on predetermined characteristics in the GUI to systematize record review and supplemental data validation minimally including:

1. Maintain an extract of the lowest scoring records using the algorithm on an as needed basis to allow for supplemental external data validation.

2. Filter data reports based on selected fields.

3. Maintain a dynamic interface module to present data pertinent to end user data review needs.

4. Other end user tools to be determined by PCO staff.

Primary Activity (PA) #3: The Contractor shall maintain and refine the composite quality score per record.

PA #3 Sub-Activity(ies):

1. The Contractor shall facilitate maintaining the data structure and entity management to include:

a. Additional tables and modifications to existing tables are created to store new and updated data for the four (4) core entity types, including:

i. PCO Data: Storing data such as patient encounter reports and site reports.

ii. Clinician Data: Storing new and updated clinician data.

iii. Place Data: Storing new and updated health care facility data.

iv. Plan Data: Storing new and updated health plan information.

b. For each of these categories, development involves coding the ETL package, modifying the User Interface (UI) to manage new fields, and creating/updating standard reports.

2. The Contractor shall facilitate updating the CHSD to include refinements to existing database structure for providers, places, and plans as necessary and requested by PCO staff which may include:

a. Database updates as necessary due to changing programmatic needs.

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b. Updates to existing reports based on programmatic needs of staff.

c. Updates to the UI based on programmatic needs to ensure efficient use of the

UI by staff.

Primary Activity (PA) #4: The Contractor shall create and maintain existing user defined reports and queries based on single and multiple providers, place and plan data attributes on a yearly basis.

PA #4 Sub-Activity(ies):

1. The Contract shall create User Defined Reports using SQL Server Reporting Services

(SSRS) to include the following:

a. Demographic characteristics of clinicians (e.g., age, gender, race) by:

i. clinical discipline

ii. practice location

b. Relationships between the following, using junction tables:

i. Clinicians

ii. Health plans

iii. Places where care is delivered

c. Graphic reports that are modifiable by end users.

2. The Contractor shall maintain User Defined Report using SQL Server Reporting Services to cover the following:

a. Demographic characteristics of clinicians (e.g., age, gender, race) by clinical discipline and practice location.

b. Relationships between clinicians, plans, and places using junction tables.

c. Graphic reports that are editable by users.

3. The Contractor shall create a comprehensive end user dashboard for analysis that includes splits by state regions to assess:

a. workforce capacity for clinicians

b. workforce capacity for facilities

c. health care plan coverage

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4. The Contractor shall create and maintain existing user defined reports and queries to minimally include:

a. demographic characteristics of clinicians by clinical discipline including but not limited to:

i. age

ii. gender

iii. family status

iv. race

v. ethnicity

vi. practice locations

b. Reports including the relationships of providers, plans, and places using appropriate junction tables.

c. Visual reports that incorporate a variety of visual representations of the data such as a Power Bi dashboard, editable by users.

5. The Contractor shall maintain a comprehensive analytical dashboard to minimally include:

a. Splits by regions of the state, as defined by PCO staff to assess provider workforce capacity in various regions of the state.

b. Splits by regions of the state, as defined by PCO staff to assess facility workforce capacity in various regions of the state.

c. Splits by regions of the state, as defined by PCO staff to assess health care plan coverage in various regions of the state

Primary Activity (PA) #5: The Contractor shall create new imports to integrate patient-level claims data (e.g., All Payer Claims Database, Medicaid claims) that conform to current database standards to integrate data into the CHSD.

PA #5 Sub-Activity(ies):

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1. The Contractor shall structure data from APCD and other sources, as defined by the

PCO, to:

a. determine clinician availability

b. create import tools

c. identify necessary CHSD schema updates

2. The Contractor shall develop relationships within the CHSD to facilitate data ingestion/integration with existing provider, facility, and plan entities:

a. adding table

b. updating stored procedures

c. modifying the ETL package

3. The Contractor shall determine methods for:

a. Aggregating claims information

b. reporting claims information regarding patients and procedures

c. create associated extracts for analysis

4. The Contractor shall update the current UI according to HIPAA and HITECH-compliant standards for a cloud interface to display claims data to include program-level end-user tools for the following:

a. Searching patient attributes

b. Searching location attributes

c. Exporting data for analysis (CSV/TSV)

d. Executing ad hoc queries modifiable by the end user to determine patient travel patterns for access to care

e. Build table relationships within the CHSD to include:

i. the addition of new tables

ii. updates to stored procedures

iii. updates to the UI that will support interaction with APCD data to relate to the existing provider, places, and plan entities with the CHSD.

5. The Contractor shall determine, with appropriate input from the PCO, how to:

a. Aggregate claims information with regard to patients and procedures

b. Report claims information with regard to patients and procedures

c. Create reports to render information created using this data.

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6. The Contractor shall create new tables to store patient-level claims data to include creating new imports and coding the ETL package from the following:

a. All Payer Claims Database

b. Medicaid claims data

General Standards and Requirements

1. The content of electronic documents located on CDPHE and non-CDPHE websites, and information contained on CDPHE and non-CDPHE websites, may be updated periodically during the contract term. The Contractor shall monitor electronic documents and website content and information for changes to comply with all updates.

2. The Contractor shall inform CDPHE of any nonfunctioning linked or incorporated hyperlinks, documents, or resources within ten (10) days of discovery.

Expected Results of Activity(ies):

1. Promote health outcomes focused on low-income, uninsured or underinsured and geographically isolated Coloradans by addressing:

a. Community clinical workforce

b. Safety-net

c. Planning and prevention needs

Measurement of Expected Results:

1. Accurate top-level composite CHSD with data from all currently available sources, comprehensive GUI, integrated data validation, and creation of a composite quality score including:

a. Creation of reports and queries as directed by PCO.

b. Revisions to GUI for data review process.

c. Revisions of data validation process for comparing data.

d. Revisions of an accurate composite quality score per record.

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e. Revisions of Soundex integrated data matching system.

f. Coding and integration of patient data to the CHSD.

g. Creation of new import tools, including APCD for claims and linking/delinking features.

h. Creation of comprehensive end user dashboard for analytics.

V. Deliverable Schedule:

Description: Due Date:

1. The Contractor shall submit standard created reports to be used as a monthly progress report.

No later than the 15th of each month.

2. The Contractor shall provide monthly updates regarding Microsoft Azure (acquired under a separate agreement) on progress, successes, and barriers.

No later than the 15th of each month.