FY2017_CBE_IDIQ_RFP.pdf

HHSM-500-2017-00060I Dated 05/01/2017

Table of Contents

SECTION B – SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 BRIEF DESCRIPTION OF SERVICES

B.2 TYPE OF CONTRACT

B.3 DETERMINATION OF ORDER TYPE

B.4 MIMIMUM AND MAXIMUM QUANTITIES

B.5 TRAVEL/OTHER DIRECT COSTS/ MATERIAL (Cost Reimbursement Task Orders including T&M) B.6 LABOR RATES (Time and Materials (T&M)

B.7 TASK ORDER PERIOD OF PERFORMANCE

SECTION C – DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

SECTION D – PACKAGING AND MARKING

D.1 PACKAGING AND MARKING

D.2 DELIVERABLES

SECTION E - INSPECTION AND ACCEPTANCE

E.1 52.252-1 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

E.2 INSPECTION AND ACCEPTANCE

E.3 APPROVALS BY THE CONTRACT OFFICER REPRESENTATIVE (COR)

SECTION F - DELIVERIES OR PERFORMANCE

F.1 CLAUSES INCORPORATED BY REFERENCE

F.2 PERIOD OF PERFORMANCE

F.3 NOTIFICATION OF LATE DELIVERIES

F.4 SCHEDULE OF DELIVERABLES

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 ACCOUNTING AND APPROPRIATION DATA

G.2 PAYMENTS - INVOICES (Firm Fixed Price Contracts (OCT 2015) G.3 PAYMENTS – VOUCHERS - Time & Materials/Labor Hour Contracts (OCT 2015) .25

G.4 GOVERNMENT REPRESENTATIVES AND RESPONSIBILITIES (JUL 2016)

G.5 TASK ORDER PROCEDURES

G.6 USE OF GOVERNMENT DATA (REPORTS/FILES/COMPUTER TAPES OR

DISCS

G.7 DATA TO BE DELIVERED

G.8 DISSEMINATION, PUBLICATION & DISTRIBUTION OF INFORMATION

G.9 SUBCONTRACTING PROGRAM AND REPORTING

G.10 SUBCONTRACT/CONSULTANT CONSENT

G.11 GOVERNMENT FURNISHED/CONTRACTOR ACQUIRED PROPERTY

G.12 PROPERTY ADMINISTRATION

G.13 SITE VISITS

G.14 CLOSEOUT AUDIT FOR PROFIT AND NON-PROFIT ORGANIZATIONS

G.15 WORKING PAPERS

G.16 CONTRACTOR PAST PERFORMANCE EVALUATION(S) (OCT 2014)

G.17 CONTRACTOR WORK PERFORMED OUTSIDE THE US AND ITS

TERRITORIES (APR 2016)

G.18 PUBLICITY

G.19 CORRESPONDENCE PROCEDURES

G.20 CORRECTIVE ACTION PLANS (CAP)

G.21 TRANSITION FROM INCUMBENT TO SUCCESSOR

G.22 ANNUAL WAGE DETERMINATIONS

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1 - BUSINESS ETHICS, CONFLICT OF INTEREST AND COMPLIANCE

(DEC 2015)

H.2 HHSAR 352.237-75 Key Personnel

H.3 HIPAA BUSINESS ASSOCIATE CLAUSE (OCT 2014)

H.4 SECTION 504 OF THE REHABILITATION ACT OF 1973 – QUALIFIED

INDIVIDUALS WITH DISABILITIES

H.5 RESTRICTIONS AGAINST DISCLOSURE

H.6 CMS INFORMATION SECURITY (APR 2013)

H.7 OPEN GOVERNMENT PROACTIVE PREDISCLOSURE NOTIFICATION

(OCT 2013)

H.8 CMS SECURITY CLAUSE

H.9 COSTS FOR CONFERENCES, MEETING, RELATED TRAVEL AND FOOD

H.10 DATA USE AGREEMENT

H.11 NOTICE OF NON-ALLOWABILITY OF COSTS FOR GENERAL PURPOSE

OFFICE EQUIPMENT

H.12 DISCLOSURE OF INFORMATION

H.13 KICK-OFF MEETING (POST AWARD CONFERENCE)

SECTION I - CONTRACT CLAUSES

I.1 CLAUSES INCORPORATED BY REFERENCE FAR 52.252-2 (FEB 1998)

I.2 Department of Health and Human Services Acquisition Regulations (HHSAR) Clauses Incorporated by Reference

I.3 APPROVAL OF CONTRACT FAR 52.204-1 (DEC 1989)

I.4 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND

CERTIFICATIONS FAR 52.204-19 (DEC 2014)

I.5 FAR 52.215-19 NOTIFICATION OF OWNERSHIP CHANGES (OCT 1997)

I.6 FAR 52.216-18 ORDERING (OCT 1995)

I.7 FAR 52.216-19 ORDERING LIMITATIONS (OCT 1995)

I.8 FAR 52.216-22 INDEFINITE QUANTITY (OCT 1995)

I.9 ELECTRONIC AND INFORMATION TECHNOLOGY ACCESSIBILITY

I.10 OPTION TO EXTEND THE TERM OF THE CONTRACT FAR 52.217-9 (MAR

2000) 81

I.11 EQUAL OPPORTUNITY FOR VETERANS FAR 52.222-35 (OCT 2015)

I.12 AFFIRMATIVE ACTION FOR WORKERS WITH DISABILITIES FAR 52.222-36

(JUL 2014)

I.13 STATEMENT OF EQUIVALENT RATES FOR FEDERAL HIRES FAR 52.222-42

(MAY 2014)

I.14 ALTERATIONS IN CONTRACT FAR 52.252-4 (APR 1984)

I.15 CONFIDENTIAL INFORMATION HHSAR 352.224-71 (DEC 2015)

SECTION J - LIST OF ATTACHMENTS

SECTION K - REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

OFFERORS OR QUOTERS

K.1 To Be Completed by the Offeror: [The Representations and Certifications must be executed by an individual authorized to bind the offeror.]

K.2 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

K.3 ANNUAL REPRESENTATIONS AND CERTIFICATIONS FAR 52.204-8 (JAN

2016) 86

K.4 REPRESENTATIONS AND INSTRUCTIONS (FINANCIAL INFORMATION)

K.5 CERTIFICATE OF INDEPENDENT PRICE DETERMINATION FAR 52.203-2 (APR

1985) 93

K.6 CERTIFICATION REGARDING RESPONSIBILITY MATTERS FAR 52.209-5

(OCT 2015)

K.7 INFORMATION REGARDING RESPONSIBILITY MATTERS FAR 52.209-7 (JUL

2013) 97

K.8 REPRESENTATION BY CORPORATIONS REGARDING DELINQUENT TAX

LIABILITY OR A FELONY CONVICTION UNDER ANY FEDERAL LAW FAR 52.209-

11 (FEB 2016)

K.9 CERTIFICATION REGARDING TAX MATTERS FAR 52.209-12 (FEB 2016)

K.10 PLACE OF PERFORMANCE FAR 52.215-6 (OCT 1997)

K.11 SMALL BUSINESS PROGRAM REPRESENTATIONS FAR 52.219-1 (OCT 2014)

K.12 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS FAR 52.222-22 (FEB

1999) 103

K.13 AFFIRMATIVE ACTION COMPLIANCE FAR 52.222-25 (APR 1984)

K.14 PROHIBITION ON CONDUCTING RESTRICTED BUSINESS OPERATIONS IN

SUDAN—CERTIFICATION FAR 52.225-20 (AUG 2009)

K.15 COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION, FAR

52.230-1 (OCT 2015)

K.16 PROPOSAL DISCLOSURE – COST ACCOUNTING PRACTICE CHANGES FAR

52.230-7 (APR 2005)

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS OR

QUOTERS

L.1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE FAR 52.252-1

(FEB 1998)

L.2 FAR 52.215-01 INSTRUCTIONS TO OFFERORS – COMPETITIVE ACQUISITION.

(ALT 1) (Jan 2017)

L.3 FAR 52.216-1 TYPE OF CONTRACT. (APR 1984)

L.4 NAICS CODE AND SMALL BUSINESS SIZE STANDARD

L.5 FAR 52.233-2 SERVICE OF PROTEST. (SEP 2006)

L.6 ALTERATIONS IN SOLICITATION FAR 52.252-3 (APR 1984)

L.7 352.239-73 Electronic Information and Technology Accessibility Notice

L.8 COMMUNICATIONS PRIOR TO CONTRACT AWARD

L.9 SMALL BUSINESS AND SMALL DISADVANTAGED BUSINESS

SUBCONTRACTING PLAN

L.10 SPECIAL INSTRUCTIONS

L.11 GENERAL INSTRUCTIONS

L.12 PROPOSAL DELIVERY

L.13 PROPOSAL ORGANIZATION

L.14 TECHNICAL PROPOSAL INSTRUCTIONS

SECTION M - EVALUATION FACTORS FOR AWARD

M.1 GENERAL PROCEDURES

M.2 EVALUATION PROCESS (SEQUENCE OF EVENTS)

SECTION B – SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 BRIEF DESCRIPTION OF SERVICES

The purpose of this contract action is to acquire contractor support for the National Consensus Development and Strategic Planning for Healthcare Quality Measurement.

B.2 TYPE OF CONTRACT

This is a single award indefinite delivery/indefinite quantity (IDIQ) five (5) year contract with with provisions for pricing arrangements of firm fixed price (FFP) and time and materials (T&M). Specific tasks and/or work to be performed, will be detailed in, and solicited by, individual task orders issued under this IDIQ contract

B.3 DETERMINATION OF ORDER TYPE

Each Task Order Request for Proposal (TORP) sent to the Contractor will state the pricing mechanism deemed appropriate by the Government for that task order.

B.4 MIMIMUM AND MAXIMUM QUANTITIES

During the contract period of performance, the Government shall place orders with the IDIQ contractor totaling a minimum of $1,000 (inclusive of all costs and fee)

The maximum MIDS IDIQ amount (i.e., the maximum ceiling across all MIDS Contracts) shall not exceed $100 Million (inclusive of all costs and fee) over the life of the contract.

B.5 TRAVEL/OTHER DIRECT COSTS/ MATERIAL (Cost Reimbursement Task

Orders including T&M)

Travel, Material and Other Direct Costs shall be reimbursed at actual costs incurred in accordance with 52.216-7, Allowable Cost and Payment, and the Federal Travel Regulation as applicable. These items will not be separately priced in this contract, but will be set forth, when applicable, on each Task Order.

B.6 LABOR RATES (Time and Materials (T&M)

a. The following fixed rates shall be utilized for T&M type Task Orders. The Contractor is limited to the negotiated T&M rate ceilings stated below for all T&M Task Orders. Additional labor rates may be required for each particular Task Order and should be submitted for evaluation with the Task Order proposal. T&M rates may need to be modified from time to time based on changing business needs and to avoid windfall profit when high dollar Task Orders are awarded. If it appears to either party that the labor rates below require revision, the Government, upon review of documentation submitted by the Contractor, may modify the contract to establish new ceilings, but in no case shall the Government reimburse the Contractor for more than the total estimated cost of each individual Task Order for which the rate(s) may be applied.

TIME AND MATERIAL TASK ORDER FULLY BURDENED LABOR

RATES – See below

T&M Rates will not be established until such time as a T&M Task Order

Contract is awarded.

* Key Personnel

LABOR CATEGORY

DESCRIPTION

Year 1

Year 2

Year 3

Year 4

Year 5

B.7 TASK ORDER PERIOD OF PERFORMANCE

Any order issued during the effective period of this contract and not completed within that period shall be completed by the Contractor within the time specified in the order. The contract shall govern the Contractor’s and Government’s rights and obligations with respect to that order to the same extent as if the order were completed during the contract’s effective period; provided, that the Contractor shall not be required to make any deliveries under this contract after 12 months from contract expiration.

SECTION C – DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 STATEMENT OF WORK

STATEMENT OF WORK

National Consensus Development and Strategic Planning for Healthcare Quality Measurement

I. Background

Section 1890 of the Social Security Act (the Act) requires the Secretary of the Department of Health and Human Services (HHS) to contract with a consensus-based entity (CBE) for the performance of various duties pertaining to health care performance measurement, including prioritization, endorsement and maintenance of performance measures, and convening multi-stakeholder groups for input into the selection of performance measures for use by HHS.

Therefore, HHS, through the Centers for Medicare and Medicaid services (CMS) is contracting with a CBE to meet these statutory requirements.

Moreover, as healthcare advances and evidence evolves, it is critical for CMS and other divisions of HHS to continuously assess priorities, support advancements, and lead efforts in healthcare performance measurement. With the development and release of the 2011 National Quality Strategy, the 2016 CMS Quality Strategy, coordination of public- and private- quality improvement initiatives, and passage of legislation such as the Patient Protection and Affordable Care Act (ACA) of 2010, the Improving Medicare Post-Acute Care Transformation Act (IMPACT) of 2014, and the Medicare and CHIP Reauthorization Act of 2015, the identification and utility of high quality performance measures widely endorsed by stakeholders is key to the successful implementation of efforts to improve healthcare. CMS and other HHS divisions have benefitted in the past from the assistance of a consensus based entity in securing multistakeholder input into identifying high caliber performance measures and related issues.

Through this contract, HHS seeks to continue to secure this assistance.

A. Purpose The purpose of this contract is to procure the services of a CBE, as required under Section 1890 of the Act. The consensus-based entity must meet voluntary consensus standards requirements under section 12(d) of the National Technology Transfer and Advancement Act of 1995 (NTTAA), – P.L. 104-113, the Office of Management and Budget (OMB) Revised Circular A- 119, and other criteria described in this Statement of Work (SOW), to:

a. Convene key stakeholders to synthesize evidence and submit recommendations on an integrated national strategy and priorities for healthcare performance measurement, in accordance with Section 1890(b)(1) of the Act;

b. Establish and conduct consensus-based endorsement processes and expedited review processes of healthcare performance measures, in accordance with Sections 1890(b)(2) and 1890(b)(6) of the Act;

c. Establish and implement consensus-based maintenance and ad hoc review processes to ensure measures endorsed by the Contractor are updated (or retired) as new evidence is developed, in accordance with Section 1890(b)(3) of the Act;

d. Produce and submit Annual Reports to Congress and the Secretary, in accordance with Section 1890(b)(5)(A) of the Act;

e. Convene multi-stakeholder groups for input on national priorities and the selection of quality measures for the Federal Pre-Rulemaking Process, which is required by Social Security Act Sections 1890(b)(7) and 1890A; and

f. Convene stakeholders for ad hoc reports and frameworks related to performance measurement, as determined by CMS and HHS.

II. Requirements Independently, and not as an agent of the Government, the Contractor must furnish all the necessary services, qualified personnel, material, equipment and facilities not otherwise provided by the Government, as needed to perform the requirements of this SOW.

The Contractor must meet the following general requirements for the successful completion of this contract SOW:

1. The Contractor must be a private nonprofit entity governed by a board.

2. The members of the board of the Contractor must include--

a. Representatives of health plans and health care providers and practitioners or representatives of groups representing such health plans and health care providers and practitioners;

b. Health care consumers, or groups representing health care consumers;

c. Representatives of purchasers and employers or representatives of groups representing purchasers or employers.

3. The membership of the Contractor must include persons who have experience with--

a. Urban health care issues;

b. Safety net health care issues;

c. Rural and frontier health care issues;

d. Healthcare quality and safety issues and patient experience across the spectrum of care, especially those related to care transitions.

4. With respect to matters related to the contract, the Contractor must conduct its business in an open and transparent manner and provide:

a. The opportunity for public comment on its activities.

b. Timely advance notification to the public of upcoming activities and dissemination of agendas and materials related to these activities.

c. Input from technical experts and consumers/caregivers on the quality of candidate measures for endorsement with assurances that such input does not impede the consensus process by prohibiting opportunities for broad membership and public review and comment;

d. Input from experts and consumers/caregivers based on diverse and balanced stakeholder points of view;

e. The inclusion of quality measure developers on technical expert panels when possible;

f. Access to the consensus-based process by a wide variety of both individual and group healthcare industry and consumer/caregiver stakeholders; and

g. Timely and balanced guidance, including the most current updates or revisions to the measure specifications or measure testing results from measure developers/stewards, to experts evaluating performance measures on the evaluation criteria. If the Contractor includes public comments on a candidate measure for committee review, then the Contractor shall notify the measure developers/stewards in a timely manner of such inclusion, and give them an opportunity to address these comments should they choose to do so. The Contractor shall include the measure developers/stewards’ responses along with the public comments in the materials for committee review.

5. The Contractor must operate as a voluntary consensus standards setting organization as defined for purposes of section 12(d) of the National Technology Transfer and Advancement Act of 1995 (Public Law 104-113) and Office of Management and Budget Revised Circular A-119 (published in the Federal Register on February 10, 1998).

6. The Contractor must have at least four (4) years of experience in establishing national consensus standards.

7. If the Contractor, as a CBE, requires a membership fee for participation in the functions of the CBE, . such fees shall be reasonable and adjusted based on the capacity of the potential member to pay the fee. In no case shall membership fees pose a barrier to the participation of individuals or groups with low or nominal resources to participate in the functions of the

CBE.

8. The Contractor’s ability to perform work under this Contract must not pose a conflict of interest, either actual or potential, with the Contractor’s other duties and activities.

Should the Contractor learn about an actual or potential conflict of interest, it must disclose to HHS the material facts surrounding any actual or potential conflict of interest, including specific information relating to the terms and conditions under this contract. A conflict of interest will be deemed to exist if the activity affects the Contractor’s ability to conduct a neutral consensus-based endorsement process. If such a conflict exists, the Contractor must promptly notify HHS of the conflict and prepare and establish a mitigation plan to avoid such conflict.

The precise timing of each task under this contract cannot be projected with sufficient accuracy to allow specific descriptions to be incorporated into a single SOW, thus CMS plans to release specific Task Orders throughout the course of the contract. It is expected that all tasks specified in the delivery schedule will be accomplished by the end of the specified contract period. The work shall commence upon issuance of individual Task Orders. Each Task Order will transmit a specific Statement of Work for the completion of activities under each Task Order domain, including a list of Task Order deliverables, deliverable due dates, and the period of performance for completion. The Indefinite Delivery Indefinite Quantity (IDIQ) Contracting Officer’s Representative (COR), Contracting Officer (CO), and HHS Task Order lead are the only individuals who can authorize changes to work plans and accept deliverables.

A. Task Order Domains Task Orders will be issued under the following Task Order domains:

1. National Strategy and Priorities for Healthcare Performance Measurement Under a Task Order, CMS and HHS may direct the Contractor to review and synthesize evidence and convene key stakeholders to make recommendations on an integrated national strategy, such as the National Quality Strategy, and priorities for healthcare performance measurement in all applicable settings, in accordance with Section 1890(b)(1) of the Act. The Contractor, under a Task Order, may be required to:

a. Produce analytical reports, research recommendations, and other materials on measurement priorities, development, maintenance, and endorsement issues as requested by the CMS COR and the Task Order COR;

i. Particular emphasis should be placed on gaps in the measurement portfolio across quality measure types, care settings and providers, identified priorities, measure alignment across reporting programs, and other areas as deemed relevant through work under this Task Order domain.

b. Provide appropriate outreach, education, and dissemination of materials to stakeholders, the public, state Medicaid Agencies, CMS, and HHS;

c. Provide input to support alignment activities involving performance measurement programs, priorities, and initiatives; and

Possible Task topics may include, but are not limited to: reports and recommendations focused on the national priorities for health care performance measurement outlined in the HHS National Quality Strategy, a framework report on performance measurement related to a safer health care system, and the development of operational and strategic plans for performance measurement.

2. Consensus-based Endorsement and Consensus-based Expedited Review of Healthcare

Quality Measures Under a Task Order, CMS and HHS may direct the Contractor to provide consensus-based endorsement and expedited reviews of healthcare performance measures, in accordance with Sections 1890(b)(2) and 1890(b)(6) of the Act. The consensus-based endorsement process, under a Task Order, must:

a. Consider whether a measure is evidence-based, reliable, valid, verifiable, relevant to enhanced health outcomes, actionable at the caregiver level, feasible to collect and report, patient-centered, and responsive to patient characteristics, such as health status, language capabilities, race or ethnicity, and income level;

b. Consider whether a measure is consistent across types of healthcare providers, including hospitals and physicians—

i. such endorsement activities may include the harmonization of quality measures across healthcare providers and settings;

c. Be conducted in accordance with OMB Circular A-119 requirements for a voluntary consensus standards body; and

d. Be reviewed for process improvement.

The consensus-based expedited review of performance measures, under a Task Order, must:

a. Consider whether a measure is evidence-based, reliable, valid, verifiable, relevant to enhanced health outcomes, actionable at the caregiver level, feasible to collect and report, patient-centered, and responsive to patient characteristics, such as health status, language capabilities, race or ethnicity, and income level;

b. Consider whether a measure is consistent across types of health care providers, including hospitals and physicians—

i. such endorsement activities may include the harmonization of quality measures across health care providers and settings;

c. Follow a strict, short timeframe to accommodate statutory mandates and HHS endorsement priorities.

When conducting the consensus-based endorsement and expedited review processes, under a Task Order, the Contractor may be required to:

a. Support CMS and HHS measures management and alignment activities; and

b. Provide outreach, education, and dissemination of materials to stakeholders, the public, state Medicaid Agencies, CMS, and HHS. The Contractor will work with the IDIQ COR and the Task Order COR to determine outreach, education, and dissemination materials and necessary recipients.

Possible Task topics may include, but are not limited to, endorsement or expedited reviews of measures related to the topics as follows: admissions/readmissions, cost and resource use, utilization and efficiency, outcomes, access, patient-reported outcomes, patient experience of care, electronic clinical quality measures (eCQMs), oral health, behavioral health, disparities, rural health, measures for new quality reporting or value-based payment programs, and measures for vulnerable populations and their care-givers, such as dual-eligible beneficiaries.

3. Consensus-based Maintenance and Consensus-based Ad Hoc Review of Consensus Endorsed

Measures Under a Task Order, CMS and HHS may direct the Contractor to:

a. Establish and implement consensus-based maintenance and consensus-based ad hoc review processes to ensure that endorsed measures are updated (or retired) as new evidence is developed, in accordance with Section 1890(b)(3) and OMB Circular A- 119;

b. Maintain an online, searchable database of consensus endorsed measures for CMS, HHS, and public access;

c. Conduct maintenance in a consensus-driven process that is in accordance with the OMB Circular A-119 requirements;

d. Provide outreach, education, and dissemination of materials to stakeholders, the public, state Medicaid Agencies, CMS, and HHS. The Contractor will work with the IDIQ COR and the Task Order COR to determine outreach, education, and dissemination materials and necessary recipients.

Possible Task topics may include, but are not limited to, maintenance or ad hoc reviews of measures related to the topics below:

- Cardiovascular

- Patient safety

- Care coordination and care transition

- Patient and family engagement

- Post-acute care/long-term care

- Behavioral health

- Admissions/readmissions

- Patient-reported outcomes

- Patient experience of care

- Home and community-based services

- Renal health

- eCQMs

- Population health and preventive care,

- Social support services in the community, and

- Health and functional status.

4. Multi-stakeholder Input Under a Task Order, CMS and HHS may direct the Contractor to convene multi-stakeholder groups and transmit their consensus-based input on the selection of quality and efficiency measures referred to in section 19890A of the Act as part of a pre-rulemaking process to CMS and HHS no later than February 1 annually. The multi-stakeholder group, under a Task Order, must review and provide input on the selection of quality and efficiency measures, as described in Social Security Act Section 1890(b)(7), and as a part of the Federal Pre-rulemaking Process under Social Security Act Section 1890A.

The Contractor, under a Task Order, may provide outreach, education, and dissemination of materials to stakeholders, the public, state Medicaid Agencies, CMS, and HHS. The Contractor will work with the IDIQ COR and the Task Order COR to determine outreach, education, and dissemination materials and necessary recipients.

Possible Task topics may include, but are not limited to input on the selection of quality measures under consideration in Federal performance measurement programs.

5. Annual Report to Congress and the Secretary Under a Task Order, CMS and HHS may direct the Contractor to produce annual reports for Congress and the Secretary, as identified under Section 1890(b)(5)(A) of the Act. The Contractor may be required to describe the following:

a. Implementation of quality and efficiency measurement initiatives under this Act and the coordination of such initiatives with quality and efficiency initiatives implemented by other payers;

b. Recommendations made under Section 1890(b)(1) of the Act;

c. The performance by the Contractor of the duties required under the contract which pertain to Section 1890(b) of the Act;

d. Gaps in endorsed quality and efficiency measures, which shall include measures that are within priority areas identified by the Secretary under the National Quality Strategy, and where quality and efficiency measures are unavailable or inadequate to identify or address such gaps;

e. Areas in which evidence is insufficient to support endorsement of quality and efficiency measures in priority areas identified by the Secretary under the National Quality Strategy and where targeted research may address gaps; and

f. The input transmitted to HHS under Section 1890(b)(7) of the Act.

6. Ad Hoc Consensus Projects Under a Task Order, CMS and HHS may direct the Contractor to establish and implement consensus-based processes and convene multi-stakeholder groups for ad hoc projects related to:

a. performance measurement frameworks;

b. performance measurement reports;

c. performance measure and eCQM reviews and guidance; and

d. HHS initiatives and public- and private- partnerships regarding performance measurement.

The Contractor, under a Task Order, may also be required to provide outreach, education, and dissemination of materials to stakeholders, the public, State Medicaid Agencies, CMS, and other HHS agencies. The Contractor will work with the IDIQ COR and the Task Order COR to determine outreach, education, and dissemination materials and necessary recipients.

The possible topics listed under the domains above are possible areas of interest, but CMS reserves the right to determine topics related to performance measurement based on Agency and HHS priorities.

Any product (deliverable) of the Contractor or subcontractors may be publicly released or posted no less than 15 business days after acceptance by HHS.

All in-person meetings and web meetings must be approved by HHS. In addition, the Contractor must identify all costs associated with in-person and web meetings in monthly Task Order invoices, as agreed upon with the IDIQ COR and CO.

B. Contract Requirements

Under a Task Order, the Contractor may be given latitude in the format of reports with the stipulation that reports be generated in a form commonly constructed for research reports and technical documents. The Contractor shall ensure that all the written deliverables, including memos, reports, and action guides, are complete, well-organized, professionally edited, and logically ordered documentation of the accomplished topics and tasks. The Contractor shall provide electronic version of materials, as specified in the Task Order SOWs and deliverables.

Each document cover shall contain the title of the deliverable, name and address of the Contractor, the contract number, task order number, and date.

1. Project Management Design. For awarded Task Orders, the Contractor may be required to participate in a planning meeting with the IDIQ COR and the Task Order COR, and submit a Project Management Design, in Microsoft Project, or an agreed upon alternative, that addresses project planning, implementation, management, quality assurance, and evaluation during the contract performance period. The Project Management Design, at a minimum, must address all methods, processes, procedures, quality assurance, management activities, and protocols necessary for effective and efficient completion of tasks. The Contractor, under the Task Order, may be responsible for updating and tracking the progress of the Project Management Design and additional information as required by the Task Order SOWs, the IDIQ COR, and the Task Order COR. The Project Management Design may also include a chart depicting the work process in each task. The Contractor must work with the IDIQ COR and the Task Order COR to develop the Project Management Design. The initial planning meeting, as required by the Task Order, may be expected to take place within five (5) business days of the date of the Task Order award. The Contractor may be directed to submit the Project Management Design to the IDIQ COR and the Task Order COR for acceptance after the task order award dates. The Project Management Design deliverable for the IDIQ COR and the Task Order COR will be described in the Statement of Work for individual Task Orders.

The Project Management Design, as required by a Task Order, may be updated and submitted to the IDIQ COR by the eighth (8th) business day of every month. The Contractor may also be directed to submit an updated Project Management Design four

(4) weeks following the award of a Task Order. The Contractor must meet all requirements in Task Order SOWs.

2. Education. For awarded Task Orders, education and materials may be required as deliverables from the Contractor. Prior to initial meetings and discussions of committees and multi-stakeholders reviewing and evaluating measures for reports, input, consensus-based endorsement, expedited review, maintenance, and ad hoc reviews, the Contractor may be directed to provide the IDIQ COR, Task Order COR, committees, and multi-stakeholders with the materials and education necessary for review, in a timely fashion.

Education includes explanation of and adherence to consensus-based process policies, guidelines, and evaluation criteria. Education materials include the subject materials for committees and multi-stakeholders to review and evaluate measures and reports. As stated in the Task Order, the Contractor may be responsible for sending electronic copies of the education and planning materials to the Task Order COR two (2) weeks prior to the initial committee meeting. The Contractor may also be directed to provide the education material to the committee members, after acceptance from the Task Order COR, no later than one (1) week prior to the initial committee meeting. Methods and timelines must be agreed upon by the IDIQ COR and the Task Order COR for each Task Order. The Contractor must meet all requirements in Task Order SOWs.

3. Monthly Progress Reports. For awarded Task Orders, the Contractor may be directed to send electronic copies of Monthly Progress Reports to the IDIQ COR and the Task Order COR, by the eighth (8th) business day of every month. A Monthly Progress Report, as defined by the Task Order SOW, may require:

• A full review of accomplishments during the previous month;

• A detailed discussion of all the problems encountered or anticipated, including the background, current status, and the impact on the schedule of the project or on the overall ability to accomplish the project’s goal;

• A plan to deal with significant problem(s) and if appropriate, a proposal of new delivery or completion dates;

• Tracking of CMS and HHS measures submitted to consensus-based endorsement, maintenance, ad hoc review, and expedited review Task Orders; and

• Planned activities for the next month.

The Contractor must meet all requirements in Task Order SOWs.

4. Weekly Conference Calls. For awarded Task Orders, the Contractor may be required to host weekly conference calls. Every Week a conference call may be held between the IDIQ COR, Task Order COR, and Contractor staff to go over current Task Order activities. The Contractor may be required to prepare and share agenda, pertinent discussion materials, and previous meeting minutes no later than one (1) day prior to the meeting.

5. Task Order Final Reports. Task Orders may require delivery of final reports that have been endorsed and prepared by the Contractor. Task Order final reports will be provided to the IDIQ COR and the Task Order COR. Task Order final reports are specific to the work required by the Task Order SOWs and may contain full and complete information about measures considered and endorsed by the Contractor and input provided by committees and multi-stakeholder groups. Final report details, including additional report requirements, will be outlined in Task Order SOWs and deliverables. A Task Order may require multiple final report deliverables. Deliverable due dates will be determined by the IDIQ COR and the Task Order COR and will be outlined in the Task Order SOWs, and the Overall Contract Work Plan. The Contractor may be required to submit an electronic and hard copy of final reports to the IDIQ COR and the Task Order

COR

6. Notification of personnel changes. In addition to notifying the CO, CS, IDIQ COR and the Task Order COR in writing of any changes in the key personnel, the Contractor shall also notify the IDIQ COR and the Task Order COR in writing of any changes in the project manager and the project staff who is the first line contact person for the task order. ‘First line contact person’ refers to the project staff responsible for sending out meeting/call agenda and soliciting agenda items from the IDIQ COR and the Task Order COR, sending out the electronic version of task order deliverables and other notifications to the IDIQ COR and Task Order COR. The Contractor shall notify the IDIQ COR and the Task Order COR of changes in key personnel (including the project manager) in advance of the change.

III. Quality Assurance A. Performance Evaluation Criteria

As specified by CMS, assessment of the Contractor’s performance in this contract will be used as past performance information for future award considerations. Elements that may be included in this performance assessment include:

• Completion of specific tasks (deliverables) required in the contract;

• Financials;

• Appropriateness of the contractor’s staffing, including both number of staff as well as their skill sets;

• Performance in meeting the needs of the quality of activities to improve performance;

• Participation in other improvement activities;

• Efforts to address issues/barriers identified; and

• Achievement of specified levels of performance (e.g., timeliness, quality, usability, effectiveness, scientific merit).

Performance assessment will be conducted jointly by the IDIQ COR and the Task

Order COR.

B. Contract Monitoring The IDIQ COR and the Task Order COR will provide a performance assessment following the completion of each Task Order. The Contractor will participate in monitoring activities, including the provision of a brief summary of activities, internal quality improvement efforts, barriers and efforts to address those barriers, and other pertinent information, as directed by the IDIQ COR and the Task Order COR.

SECTION D – PACKAGING AND MARKING

D.1 PACKAGING AND MARKING

No Provisions

D.2 DELIVERABLES

All deliverables required under this contract shall be shipped and marked in accordance with contract Section F.1 (Deliverables), The Statement of Work Schedule of Deliverables, and any additional requirements set forth in individual task orders.

SECTION E - INSPECTION AND ACCEPTANCE

E.1 52.252-1 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a contract provision may be accessed electronically at this/these address (es):

http://www.arnet.gov/far/

NUMBER TITLE DATE

52.246-4 INSPECTION OF SERVICES – FIXED-PRICE AUG 1996

52.246-6 INSPECTION – TIME AND MATERIAL AND LABOR –

HOUR

MAY 2001

E.2 INSPECTION AND ACCEPTANCE

(a) All work under this contract is subject to inspection and final acceptance by the Contracting Officer or the duly authorized representative of the Government.

(b) The Government's Contract Officer Representative and Task Leader are duly authorized representatives of the Government and are responsible for inspection and acceptance of all items to be delivered under this contract.

(c) Inspection and acceptance of the Contractor's performance shall be in accordance with the applicable FAR clauses in Section E.1 above.

E.3 APPROVALS BY THE CONTRACT OFFICER REPRESENTATIVE (COR)

All items to be delivered to the Contract Officer Representative (COR) will be deemed to have been approved thirty (30) calendar days after date of delivery, except as otherwise specified in this contract, if written approval or disapproval has not been given within such period. The COR’s approval or revision to the items submitted shall be within the general scope of work stated in this contract http://www.arnet.gov/far/

SECTION F - DELIVERIES OR PERFORMANCE

F.1 CLAUSES INCORPORATED BY REFERENCE

Federal Acquisition Regulation (FAR) Clauses:

52.242-15 STOP-WORK ORDER (AUG 1989)

F.2 PERIOD OF PERFORMANCE

The period of performance for the base IDIQ contract shall be sixty (60) months from the effective date of Contract Award.

F.3 NOTIFICATION OF LATE DELIVERIES

In the event the Contractor anticipates difficulty in complying with the agreed upon performance period in each Task Order, the Contractor must immediately notify the Contracting Officer in writing giving all pertinent information, to include the date by which the Contractor expects to complete performance. However, this notification must be informational only in character and the receipt thereof must not be construed as a waiver by the Government of any delivery schedule, or as precluding any rights or remedies provided by law or otherwise under this contract.

F.4 SCHEDULE OF DELIVERABLES

(a) The deliverables to be furnished must be delivered in accordance with the delivery schedule as specified in each task order.

(b) Satisfactory performance of each task order under this contract shall be deemed to occur upon delivery and acceptance by the Contracting Officer, or the duly authorized representative, in accordance with the stated delivery schedule of each task order.

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 ACCOUNTING AND APPROPRIATION DATA

Appropriation: TBD Object Class: TBD Office Code: TBD

CAN: TBD

Amount: TBD

G.2 PAYMENTS - INVOICES (Firm Fixed Price Contracts (OCT 2015)

a. GENERAL: The Contractor shall submit to the Government an invoice for payment in accordance with the instructions below.

b. METHOD OF PAYMENT: CMS shall only make an electronic payment of invoices in accordance with FAR 52.232-33, Payments by Electronic Funds Transfer – System for Award Management. In order to receive payments, the contractor shall register in the System for Award Management (SAM) database, in accordance with FAR 52.204-7, System for Award Management.

ADDRESS CHANGES: The contractor shall notify CMS’ Division of Accounting Operations of all banking and address changes in SAM via the following email address:

CCRChanges@cms.hhs.gov.

c. CONTENT OF INVOICE - Invoices shall include, at a minimum:

• Contractor’s name and address;

• Contractor’s Tax Identification Number (TIN);

• Contractor’s DUNS Number;

• Invoice date;

• Invoice Number to include the designation of the Contract Payment Category Type as follows:

Contract Payment Category Type I, II, III, IV (TBD upon award) mailto:CCRChanges@cms.hhs.gov

INVOICE/VOUCHER REVIEW/APPROVAL PROCESSING TIME FRAMES

Contract Payment Category Types ($ = Total Contract Value) Days = Calendar Days

TYPE I TYPE II TYPE III TYPE IV

Type IA Type IB Type IIIA Type IIIB

TEAM

MEMBER

All Small Businesses (No $ Limit)

All QIOs (No $ Limit)

All Other Contracts

(No $ Limit)

Simplified Acquisitions

$3K to $150K (Small

Businesses)

Simplified Acquisitions $3K to $6.5M

(Large Businesses)

All Large Business

Prime Contracts with Small Business

Subcontractor s

OFM/DA

O 7 Days 7 Days 14 Days 7 Days 22 Days 12 Days

COR 4 Days 0 Days 8 Days 8 Days 8 Days 8 Days

CS/CO 4 Days 8 Days 8 Days N/A N/A 8 Days

Total Processing

Time

15 Days Not-to-

Exceed 30 Days

15 Days Not-to-

Exceed 30 Days 30 Days

15 Days Not-to-

Exceed 30 Days 30 Days

28 Days Not-to-Exceed

30 Days

• Contract and Order Number, as applicable;

• Description, quantity, unit of measure, unit price and extended price of the items actually delivered or services rendered;

• Shipping and payment terms;

• Terms of any discount for prompt payment offered;

• Other substantiating documentation or information as required by the contract;

• Name, title, phone number and complete mailing address of responsible official to whom payment is to be sent;

• Name, title, phone number of person to notified in the event of a defective invoice; and,

• Period of performance or delivery date of goods or services provided.

• Accounting Commitment #

• Contract Line Item Number (CLIN)

d. MAILINGS: Invoices shall be submitted as follows:

1. ELECTRONIC MAIL: The contractor shall submit an electronic copy of the invoice to both of the following individuals:

• Contract Specialist – xxxx.xxxxx@CMS.HHS.Gov; and

• COR - xxxx.xxxxx@CMS.HHS.Gov.

2. REGULAR MAIL: An original hard copy shall be submitted to the address below:

Department of Health & Human Services Centers for Medicare & Medicaid Services OFM/Division of Accounting Operations P.O. Box 7520 Baltimore, MD 21207-0520

3. OVERNIGHT MAIL: If the contractor chooses to use an overnight mail carrier, the original hard copy of the invoice shall be submitted to the address below:

OFM/Division of Accounting Operations 7500 Security Boulevard/Mailstop: C3-11-03 Baltimore, MD 21244-1850

e. PAYMENTS: The Government shall make payment of all invoices in accordance with

• FAR 52.232-1 Payments, and

• FAR 52.212-4 Contract Terms and Conditions – Commercial Items (If applicable) upon acceptance by the Contracting Officer’s Representative (COR) in accordance with the applicable FAR Inspection and Acceptance clause and the Contracting Officer’s approval, as appropriate.

Reimbursement for invoices submitted under this contract shall be made not later than thirty (30) calendar days after receipt of an acceptable invoice from the Contractor requested at the paying office designated above. Any discrepancies determined as a result of the audit could delay the processing of the invoice and may result in the invoice being returned to the Contractor for corrections.

f. INTEREST ON OVERDUE PAYMENT

The Prompt Payment Act, Public Law 97-177 (96 Stat.85.31 U.S.C. 1801) is applicable to payments under this contract and requires the payment of interest on payments made more than 30 calendar days after receipt of an invoice by the Division of Accounting Operations.

Determinations of interest due will be made in accordance with the provisions of the mailto:xxxx.xxxxx@CMS.HHS.Gov

Prompt Payment Act and Office of Management and Budget Circular A-125.

G.3 PAYMENTS – VOUCHERS - Time & Materials/Labor Hour Contracts (OCT

2015)

a. GENERAL: The Contractor shall submit to the Government a voucher or Standard

Form 1034, Public Voucher for Purchases and Services Other Than Personal, for payment in accordance with the instructions below.

b. METHOD OF PAYMENT: CMS shall only make an electronic payment for reimbursement of voucher submissions in accordance with FAR 52.232-33, Payments by Electronic Funds Transfer – System for Award Management. In order to receive payments, the contractor shall register in the System for Award Management (SAM) database, in accordance with FAR 52.204-7, System for Award Management.

ADDRESS CHANGES: The contractor shall notify CMS’ Division of Accounting Operations of all banking and address changes in SAM via the following email address:

CCRChanges@cms.hhs.gov.

c. CONTENT OF VOUCHER - Vouchers shall include, at a minimum:

• Contractor’s name and address

• Contractor’s Tax Identification Number (TIN)

• Contractor’s DUNS Number

• Voucher Number to include the designation of the Contract Payment Category Type as follows:

o Contract Payment Category Type I, II, III, IV (TBD upon award) <The CO/CS will:

• Upon Award, insert the correct Contract Payment Category Type in the award document and Remove the others.

• Remove (TBD upon award)

• Remove the chart below.

• If the contract type is known at the time the solicitation is generated, i.e., small business set-aside, etc., delete the other options and insert the payment type and time frame for payment plus not to exceed 30 days.>

INVOICE/VOUCHER REVIEW/APPROVAL PROCESSING TIME FRAMES

Contract Payment Category Types ($ = Total Contract Value) Days = Calendar Days

TYPE I TYPE II TYPE III TYPE IV

Type IA Type IB Type IIIA Type IIIB mailto:CCRChanges@cms.hhs.gov

• Contract and Order Number, as applicable;

• Description, quantity, unit of measure, unit price and extended price/cost of the items actually delivered or services rendered, i.e., Labor category and labor hours x labor rate = total direct labor dollars, subcontractor costs, travel, other direct costs, overhead rate(s), etc.;

• Shipping and payment terms;

• Terms of any discount for prompt payment offered;

• Other substantiating documentation or information as required by the contract;

• Name, title, phone number and complete mailing address of responsible official to whom payment is to be sent;

• Name, title, phone number of person to notified in the event of a defective voucher; and,

• Period of performance for delivery date of goods or services provided.

• Accounting Commitment #

• Contract Line Item Number (CLIN)

d. MAILINGS: Vouchers shall be submitted as follows:

1. ELECTRONIC MAIL: The contractor shall submit an electronic copy of the voucher to both of the following individuals:

• Contract Specialist – xxxx.xxxxx@CMS.HHS.Gov; and

TEAM

MEMBER

All Small Businesses (No $ Limit)

All QIOs (No $ Limit)

All Other Contracts

(No $ Limit)

Simplified Acquisitions

$3K to $150K (Small

Businesses)

Simplified Acquisitions $3K to $6.5M

(Large Businesses)

All Large Business

Prime Contracts with Small Business

Subcontractor s

OFM/DA

O 7 Days 7 Days 14 Days 7 Days 22 Days 12 Days

COR 4 Days 0 Days 8 Days 8 Days 8 Days 8 Days

CS/CO 4 Days 8 Days 8 Days N/A N/A 8 Days

Total Processing

Time

15 Days Not-to-

Exceed 30 Days

15 Days Not-to-

Exceed 30 Days 30 Days

15 Days Not-to-

Exceed 30 Days 30 Days

28 Days Not-to-Exceed

30 Days

• COR - xxxx.xxxxx@CMS.HHS.Gov.

2. REGULAR MAIL: An original hard copy of the voucher shall be submitted to the address below:

OFM/Division of Accounting Operations P.O. Box 7520 Baltimore, MD 21207-0520

3. OVERNIGHT MAIL: If the contractor chooses to use an overnight mail carrier, the original hard copy of the voucher shall be submitted to the address below:

OFM/Division of Accounting Operations 7500 Security Boulevard/Mailstop: C3-11-03

e. PAYMENTS: The Government shall make payments on all vouchers in accordance with –

• FAR 52.212-4, Contract Terms and Conditions – Commercial Items, (if applicable),

• FAR 52.216-7, Allowable Cost & Payment,

• FAR 52.232-1, Payments, and

• FAR 52.232-7, Payments under Time-and-Materials and Labor-Hour Contracts upon acceptance by the Contracting Officer’s Representative (COR) of the required supplies/services in accordance with the applicable FAR Inspection and Acceptance clause and the Contracting Officer’s approval.

Reimbursement for vouchers submitted under this contract shall be made not later than thirty (30) calendar days after receipt of an acceptable voucher from the Contractor at the paying office designated above. Any discrepancies determined as a result of the audit could delay the processing of the voucher and may result in the voucher being returned to the Contractor for corrections.

f. INTEREST ON OVERDUE PAYMENT

The Prompt Payment Act, Public Law 97-177 (96 Stat.85.31 U.S.C. 1801) is applicable to payments under this contract and requires the payment of interest on payments made more than 30 calendar days after receipt of an voucher by the Division of Accounting Operations.

Determinations of interest due will be made in accordance with the provisions of the Prompt Payment Act and Office of Management and Budget Circular A-125.

G.4 GOVERNMENT REPRESENTATIVES AND RESPONSIBILITIES (JUL 2016)

Following are the Government Representatives and their respective roles and responsibilities on this contract:

a. Contracting Officer

As defined in Federal Acquisition Regulation (FAR) 2.101, Definitions, and in accordance with FAR 1.602-1, Authority, “Contracting officers have authority to enter into, administer, and/or terminate contracts and make related determinations and findings.” There is no other authorized representative or any other Administrative Contracting Officer assigned to this contract to carry out a Contracting Officer’s duties, except for technical direction assigned to the Contracting Officer’s Representative, if applicable.

The Contracting Officer is:

Office of Acquisition & Grants Management Acquisition Support Group Division of Quality Contracts ATTN: Scott Filipovits 7500 Security Blvd.

Mail-stop: B-30-03 Baltimore, MD 21244-1850 Phone: 410-786-5779 Email Address: Scott.Filipovits@cms.hhs.gov

b. Contract Specialist

Notwithstanding any of the other provisions of this Contract, the Contract Specialist will assist the Contracting Officer with his/her responsibilities as defined in the FAR.

The Contract Specialist is:

Offi…