IDIQ-PWS.pdf

Performance Work Statement

Joint Commission (TJC), Health Accreditation, Certification and Recognition Services Indefinite Delivery, Indefinite Quantity (IDIQ)

Office of Quality

3/25/2024

1. General: This is a non-personnel services contract to provide Health Accreditation, Certification, and Recognition Services. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn, is responsible to the Government.

1.1. Description of Services/Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform Health Accreditation, Certification, and Recognition Services as defined in this Performance Work Statement except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

1.2. Background:

The Indian Health Service (IHS) provides ambulatory health services to Tribal nations across the United States. The user population is approximately 2.56 million American Indians and Alaska Natives. These primary, specialty, oral health, and inpatient behavioral health services occur in 24 hospitals, 51 ambulatory care health centers, and 6 Youth Regional Treatment Centers (YRTCs provide behavioral health inpatient services). IHS healthcare facilities are accredited and/or certified as a means to incentivize the delivery of high-quality, safe, and evidence-based care and support third-party billing for eligible patients. IHS’s mission is “to raise the physical, mental, social, and spiritual health of American Indians and Alaska Natives to the highest level.”

1.3. Objectives: The purpose of this single- award indefinite-delivery, indefinite-quantity (IDIQ) contract is to provide to Indian Health Service (IHS) with accreditation/recognition and certification services through THE CONTRACTOR programs.

1.4. Scope: IHS has a reoccurring need for accreditation/recognition services for health facilities.

Primary/Ambulatory Accreditation may be granted at the same time or in addition to PCMH Recognition. Other accreditations/recognitions/certifications may also be offered and maintained in conjunction with Primary/Ambulatory Care Accreditation or after Patient-Centered Medical Home Recognition has been granted. The scope of this IDIQ contract includes the following task areas:

1.4.1. Task 1: Project Management and Reporting

1.4.2. Task 2: Conduct On-Site/Virtual Health Facility Accreditation/Recognition Surveys

1.4.3. Task 3: Development of Survey Design

1.4.4. Task 4: Provide Training and Technical Assistance to Health Facilities and Staff

1.4.5. Task 5: Reports and Accreditation/Recognition Decisions

1.4.6. Task 6: Collect, Aggregate, and Analyze Health Facility Data

1.4.7. Task 7: Federal Records Management

1.4.8. Task 8: Required Training

1.4.9. Task 9: Affiliated Services

1.5. Period of Performance: The period of performance shall be for one (1) Base Year of 12 months and four (4) 12-month option years. The Period of Performance reads as follows:

1.5.1. Base Period: TBD, Based on date of award, 12 months

1.5.2. Option Year 1: TBD, Based on date of award, 12 months

1.5.3. Option Year 2: TBD, Based on date of award, 12 months

1.5.4. Option Year 3: TBD, Based on date of award, 12 months

1.5.5. Option Year 4: TBD, Based on date of award, 12 months

1.5.6. Per the Federal Acquisition Regulation (FAR) 52.217-8: The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 30 days of the end of the contract life.

1.6. General Information

1.6.1. Quality Control: The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which they assure themselves that their work complies with the requirements of the contract.

1.6.1.1. The QCP is to be delivered within 30 days after the contract award.

1.6.1.2. A comprehensive written QCP shall be submitted electronically to the KO and

COR within 5 working days when changes are made thereafter. After acceptance of the quality control plan the contractor shall receive the contracting officer’s acceptance in writing of any proposed change to his QC system.

1.6.2. Quality Assurance: The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the contractor has performed under the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.2.1. The contractor shall perform all the requirements identified in this contract. The contractor shall supervise the reviews following Government Auditing Standards. The COR shall review and approve all work products and deliverables submitted by the contractor under the terms and conditions identified under the contract.

1.6.2.2. The Agency reserves the right to obtain and review working papers from the contractor for the period beginning with the effective date of the contract through its termination. These reviews shall be conducted at the Agency’s discretion at either the contractor’s site or at the appropriate IHS office. When reviewed at IHS’s site, the working papers will be sent to the Agency for review and evaluation. After completion of the review, the Agency may hold a conference with the contractor to discuss any issues. The IHS may choose to visit the contractor or subcontractor site during the audit to assess the performance of the review.

1.6.2.3. The contractor shall maintain an internal quality control program adequate to ensure that the requirements of the contract are met. As with the working paper review, the IHS reserves the right to obtain and review all working papers associated with the contractor’s internal quality control program. These reviews shall be conducted at the IHS site or virtually as directed by the COR, the working papers will be sent to IHS for review and evaluation. After completion of the review, the IHS may hold a conference with the contractor to discuss any issues. The IHS may choose to visit the contractor and/or the subcontractor’s site during the review to assess the performance of the reviews.

1.6.3. Quality Assurance Surveillance Plan: The Contractor shall submit a Quality Assurance

Surveillance Plan with each task order proposal to be considered by the HHS, OPDIV.

1.6.4. Recognized Holidays: The contractor shall not be responsible for providing service and technical support functions during federally recognized holidays, as defined in 5 U.S. Code § 6103. The current holidays are listed below:

New Year's Day (January 1).

Birthday of Martin Luther King, Jr. (Third Monday in January).

Washington's Birthday (Third Monday in February).

Memorial Day (Last Monday in May).

Juneteenth National Independence Day (June 19) Independence Day (July 4).

Labor Day (First Monday in September).

Columbus Day (Second Monday in October).

Veterans Day (November 11).

Thanksgiving Day (Fourth Thursday in November).

Christmas Day (December 25).

1.6.5. Hours of Operation: The contractor is responsible for conducting business, between the hours of 8 AM and 5 PM, Monday through Friday except on Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government-directed facility closings; in the time zone specified in each awarded task. For other than firm fixed price contracts, the contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.6.6. Place of Performance: The place of performance will be specified in each task order. It may be performed virtually or at any one or more than one of the IHS healthcare facilities across the continental United States. The current distribution of IHS facilities can be found at:

https://www.ihs.gov/locations/ .

1.6.7. Type of Contract: The government will award an IDIQ type of contract with individual task elements varying in type from firm fixed price to time and materials.

1.6.8. Materials Provided: All materials provided shall be accessible to people with disabilities and be compliant with the requirements of Section 508 of the Rehabilitation Act of 1973.

1.6.9. Security Requirements: Security requirements will be specified in each task order as appropriate.

1.6.9.1. Physical Security: The contractor shall be responsible for safeguarding all government equipment, information, and property provided for contractor use.

1.6.10. Mandatory Vaccinations: Contract staff working at IHS healthcare facilities, even for short periods, may be required to provide proof of specific vaccinations, which could include vaccination titers. This will be specified in task orders or as part of COR instructions to contract staff as part of facility access clearance.

1.6.11. Post-Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post-award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.12. Contracting Officer Representative (COR): The COR will be identified by a separate letter. The COR monitors all technical aspects of the contract and assists in contract administration The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract: perform inspections necessary in connection with contract performance: maintain written and oral communications with the Contractor concerning technical aspects of the contract: issue written interpretations of technical requirements, including Government drawings, designs, specifications: monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially concerning changes in cost or price, estimates, or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.6.13. Key Personnel: The following personnel are considered key personnel by the government:

Project Director

1.6.13.1. The contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the contracting officer. The contract manager or alternate shall have full authority to act for the contractor on all contract matters relating to the daily operation of this contract.

The contract manager or alternate shall be available between 9:00 a.m. to 5:30 p.m.

Eastern Standard Time, Monday through Friday except for Federal holidays or when the government facility is closed for administrative reasons.

1.6.13.2. Before removing, replacing, or diverting the specified individual(s), the Contractor shall notify the Contracting Officer in writing and reasonably in advance, and shall submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the contract. No diversion shall be made by the Contractor without the written consent of the Contracting Officer, see the HHSAR Key Personnel Clause 352.237.75.

1.6.14. Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed.

1.6.15. Organizational Conflict of Interest: Contractor and subcontractor personnel performing work under this contract may receive, have access to, or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests

(OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may effect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

2. Definitions And Acronyms

2.1. Definitions

2.1.1. Contractor: A supplier or vendor awarded a contract to provide specific supplies or services to the government. The term used in this contract refers to the prime.

2.1.2. Contracting Officer (CO): A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

2.1.3. Contracting Officer Representative (COR): An employee of the U.S. Government designated by the CO to monitor contractor performance. Such appointment will be in writing and will state the scope of authority and limitations. This individual has the authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications.

This individual does NOT have the authority to change the terms and conditions of the contract.

2.1.4. Defective Service: A service output that does not meet the standard of performance associated with the PWS.

2.1.5. Deliverable: Anything that can be physically delivered and includes non-manufactured things such as meeting minutes or reports.

2.1.6. Key Personnel: Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the PWS. When key personnel are used as an evaluation factor in best-value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.7. Physical Security: Actions that prevent the loss or damage of Government property.

2.1.8. Quality Assurance: The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.9. Quality Assurance Surveillance Plan (QASP): An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

2.1.10. Quality Control: All necessary measures taken by the Contractor to ensure that the quality of an end product or service shall meet contract requirements.

2.1.11. Subcontractor: One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

2.2. Acronyms

AAAHC Accreditation Association for Ambulatory Health Care ABMS American Board of Medical Specialties AI/AN American Indians and Alaska Natives AMA American Medical Association AOA American Osteopathic Association ATO Authority to Operate BI Background Investigation CASB IHS Cloud Access Security Broker CISO Chief Information Security Officer CM Contract Manager CME Continued Medical Education CO Contracting Officer COOP Continuity of Operations Planning COR Contracting Officer Representative CoP CMS Conditions of Participation COTS Commercial Off The Shelf CFP/M/E Contractor Furnished Property, Materials, and Equipment CFR Code of Federal Regulations CPARS Contractor Performance Assessment Report System CrMS Credentialing Management Solution CSIRC Computer Security Incident Response Center CUI Controlled Unclassified Information CY Calendar Year DEA US Drug Enforcement Agency DOB Date of Birth DFO IHS Division of Financial Operations DITO IHS Division of Information Technology Operations EA Enterprise Architecture ECFMG Educational Commission for Foreign Medical Graduates EO Executive Order EPLC Enterprise Performance Life Cycle FAR Federal Acquisition Regulation FBI US Federal Bureau of Investigation FedRAMP Federal Risk and Authorization Management Program FIPS Federal Information Processing Standards Publication FISMA Federal Information Security Management Act

FSMB Federation of State Medical Boards FY Fiscal Year GAO U.S. Government Accountability Office GFP/M/E/S Government Furnished Property, Material, Equipment and Services GSA US General Services Administration HHS US Department of Health and Human Services HIPAA Health Insurance Portability and Accountability Act HSPD Homeland Security Presidential Directive HSTS HTTP Strict Transport Security HTTPS Hypertext Transfer Protocol Secure IA Information Assurance IAM Identity and Access Management IOC Indicators of Compromise IHS Indian Health Service IPv6 Internet Protocol Version 6 IRT Incident Response Team IS Information System(s) IS2P HHS Information Security and Privacy Policy ISSO Information System Security Officer IT Information Technology JTR Joint Travel Regulation LP Licensed Practitioners MCAS Microsoft Cloud App Security MS Microsoft NACI National Agency Check and Inquiries NARA National Archives and Records Administration NDA Non-Disclosure Agreement NIST US National Institute of Standards and Technology NLT No Later Than NPDB National Practitioner Data Bank NPI National Provider Identification NSC National Student Clearinghouse OCI Organizational Conflict of Interests OCIO US HHS Office of the Chief Information Officer OFA IHS Office of Finance and Accounting OIG US HHS Office of the Inspector General OMB US Office of Management and Budget OPM US Office of Personnel Management P-ATO Provisional Authority to Operate PHI Protected Health Information PIA Privacy Impact Assessment PII Personally Identifiable Information PIPO Phase In/Phase Out PIV Personal Identification Verification P.L. Public Law POC Point of Contact PoP Period of Performance

PRS Performance Requirements Summary PTA Privacy Threshold Analysis PWS Performance Work Statement QA Quality Assurance QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Plan ROB IHS Rules of Behavior SAM General Services Administration System for Award Management SAML Security Assertion Markup Language SBU Sensitive but Unclassified SDLC System Development Lifecycle Section 508 Section 508 of the Rehabilitation Act of 1973 SIEM Security Information and Event Management SSN Social Security Number SORN System of Record Notification SOP Standard Operating Procedure SP Special Publication SQL Structured Query Language Tc Time to Credential TE Technical Exhibit TIC Trusted Internet Connections TJC The Joint Commission TLS Transport Layer Security US-CERT United States Computer Emergency Readiness Team USGCB United States Government Configuration Baseline WCAG Web Content Accessibility Guidelines

3. Government Furnished Property, Equipment, And Services

3.1. The Contractor shall request other Government documentation deemed pertinent to the work accomplishment directly from the COR. The Contractor shall consider the COR as the final source for needed Government documentation when the Contractor fails to secure the documents by other means. The Contractor is expected to use common knowledge and resourcefulness in securing all other reference materials, standard industry publications, and related materials that are pertinent to the work.

4. Contractor Furnished Items And Responsibilities

4.1. General: The Contractor shall furnish all supplies, equipment, facilities, and services required to perform work under this contract that are not listed under Section 3 of this PWS.

5. Specific Tasks: The following describes the task areas that the Contractor shall perform under task orders awarded under this IDIQ contract. Task orders will specify the actual tasks to be performed along with the project-specific information required for the completion of the task orders.

5.1. Task 1: Project Management and Reporting: The Contractor shall plan, organize, manage, and staff the technical, administrative, financial, contractual, and personnel actions as required to perform the tasks itemized in this PWS. The project management support shall include the following activities:

5.1.1. Diagnosing, resolving, documenting resolution or escalating technical problems and reporting on issues, action items, risks, and resolution at regularly scheduled and ad-hoc project meetings.

5.1.2. Interacting with various IHS personnel and other Contractor staff across multiple disciplines.

5.1.3. Confirming the understanding of all business and functional requirements provided by the HHS OPDIV that is issuing the task order.

5.1.4. Quarterly and Annual Progress Reports. The Contractor shall provide IHS with an annual summary of accreditation activities, results, and critical analysis of strengths/weaknesses for all surveyed facilities during the specified contract period.

5.1.4.1. Specifically, the Contractor shall aggregate (by IHS facility, Service Unit, Area, and nationally) all accreditation-related performance data submitted by each facility for reporting to IHS at least quarterly. This should include data from the previous 2 years for context.

5.1.4.2. The Contractor shall submit the annual status report of all IHS sites included in the scope, at least forty-five (45) days before the end of the contract/task order period of performance.

5.2. Task 2: Conduct On-Site or Virtual Health Facility Accreditation/Recognition Surveys: The

Contractor shall use national accreditation/recognition standards and an accreditation/recognition process appropriate to the health facility to conduct accreditation/recognition surveys.

Accreditation/recognition surveys include:

5.2.1. Initial Accreditation/Recognition Surveys.

5.2.2. Re-Accreditation/ Recognition Surveys.

5.2.3. Medicare Deemed Status Surveys.

5.2.4. Random & Discretionary Surveys.

5.2.5. Unannounced Survey procedure: In the event the Contractor is required to execute an unannounced survey, the vendor should reach out to the IHS COR or Contracting Officer to ensure that a valid contractual obligation is in place to avoid the creation of an unauthorized commitment on the part of the government. This notification need not include any identifying details about the facility to be surveyed, merely that a survey is required somewhere in the IHS system and no valid contract is in place to pay for the survey. IHS will work to ensure appropriate authorization is in place, from a legally authorized contracting officer.

5.2.5.1. The COR will work with the Contracting Officer to address this situation, but the

COR is NOT authorized to commit the government to pay for work not already contracted for. In the event there are questions about this or direction from the COR implies this, the Contractor should contact the Contracting Officer to validate this before proceeding.

5.2.5.2. The government will endeavor to maintain a funded open task order to fund unannounced surveys.

5.2.5.3. This should not be construed as placing any limits on THE CONTRACTOR’s ability to conduct unannounced inspections, necessary to ensure compliance with national accreditation standards.

5.3. Task 3: Development of Survey Design: The Contractor shall customize accreditation/recognition surveys to meet the needs of the health facility. The following shall be taken into consideration:

Type of Health Care Services provided in the health facility.

The volume of patients seen.

Available locations.

Appropriate information pertaining to each health facility.

The survey design shall include feedback to the health facility staff, to allow them to understand compliance issues or gaps that need to be mitigated. In addition, written reports shall be provided to the health facility to include: a survey decision, results and associated findings, and the identification of compliance issues to be resolved. Reports shall also be provided to the IHS headquarters staff regarding recognition body survey services and associated outcomes for each health facility.

5.4. Task 4: Provide Training and Technical Assistance to Health Facilities and Staff: Health facilities often need guidance to understand accreditation/recognition standards, the survey process, and changes the health facility must make to comply with these standards. The Contractor shall provide technical assistance to health facilities as it relates to the accreditation/recognition survey. Technical assistance provided on-site and virtually shall include:

5.4.1. Assessing the health facility’s ability to meet and maintain accreditation/recognition standards including pre-survey assessments.

5.4.2. Identifying critical changes necessary for achieving and maintaining accreditation/recognition status. A gap analysis may help the health facility prioritize changes needed to meet and comply with accreditation/recognition standards.

5.4.3. Conducting on-site/virtual mock surveys in which surveyors evaluate compliance with standards.

5.4.4. Conducting on-site/virtual interim surveys in which surveyors evaluate compliance with standards.

5.4.5. Coordinating with the health facility and reviewing documentation.

5.4.6. Providing educational sessions on approaches to overcome barriers related to meeting and adhering to accreditation/recognition standards.

5.4.7. Provided individualized technical assistance/coaching to achieve, maintain, and overcome barriers related to meeting accreditation/recognition standards.

5.4.8. Providing national and regional technical assistance based on best practices and opportunities for improvement found in accreditation/recognition standards and surveys.

5.4.9. Training on changes to accreditation/recognition standards and strategies: Any changes and/or updates in accreditation/recognition standards shall be communicated to participating health facilities in a timely manner with adequate training and technical assistance available.

5.4.10. The Contractor shall provide Accreditation/Recognition training, virtually, to HHS Agency staff to educate them on the survey process and updates to accreditation standards.

5.5. Task 5: Reports and Accreditation/Recognition Decisions: The Contractor shall report final accreditation/recognition decisions based on survey results to IHS for tracking purposes. Reports shall also be provided to IHS regarding recognition body survey services and associated outcomes for each health facility. The Contractor shall have an established process for finalizing accreditation/recognition decisions based on the results of surveys. The final accreditation/recognition decision shall be provided to the health facility and IHS headquarters and publicly reported in accordance with the Contractor’s policies on public disclosure of accreditation decisions. In addition, the Contractor shall electronically submit monthly reports to IHS to summarize work performed and costs associated with the work.

5.6. Task 6: Collect, Aggregate, and Analyze Health Facility Data: The Contractor shall provide IHS data to track:

5.6.1. Services provided to health facilities.

5.6.2. Progress of health facilities towards achieving accreditation/recognition, including demographic information on the types of health facilities applying for accreditation/recognition; and services provided to health facilities.

5.6.3. Problematic accreditation/recognition standards and/or obstacles to achieving accreditation/recognition.

5.6.4. Recommendations for changes and improvements.

5.6.5. Accreditation/recognition start and end date quarterly reports.

5.6.6. Copies of materials provided by the Contractor to the health facilities.

5.7. Task 7: Federal Records Management: The contractor shall manage and maintain Federal records, including electronic records, ensuing from this contract in accordance with all applicable records management laws and regulations, including but not limited to the Federal Records Act (44 U.S.C. Chapters. 21, 29, 31, 33); 36 CFR § 1236.20 What are appropriate recordkeeping systems for electronic records? & 1236.22 What are the additional requirements for managing electronic mail records? (http://www.ecfr.gov/cgibin/text-idx?rgn=div5&node=36:3.0.10.2.25); NARA Bulletin 2013-02, August 29, 2013, Guidance on a New Approach to Managing Email Records (https://www.archives.gov/records-mgmt/bulletins/2013/2013-02.html); and NARA Bulletin 2010-05 September 08, 2010 (http://www.archives.gov/recordsmgmt/bulletins/2010/2010-05.html), Guidance on Managing Records in Cloud Computing Environments. Managing the records includes, maintaining records to retain functionality and integrity throughout the records' full lifecycle including (1) maintenance of links between records and metadata, and (2) categorization of records to manage retention and disposal, either through transfer of permanent records to NARA or deletion of temporary records in accordance with NARA-approved retention schedules.

5.8. Task 8: Mandatory Training: Contractor personnel are required to complete mandatory training, as required by the agency and communicated by the COR or Contract Officer. Required training is listed below, but not limited to:

5.8.1. Mandatory safety training including Protecting Children from Sexual Abuse by healthcare providers

5.8.2. Mandatory IT training including Information Systems Security Awareness (ISSA), if

Contractor personnel will be requiring access to IT

5.8.3. Management Training: The contractor (and/or subcontractor) shall ensure that all employees having access to (1) Federal information or a Federal information system, or (2) personally identifiable information (PII), complete the IHS Records Management Training before performing work under this contract, and thereafter completing the annual refresher course during the life of the contract. The listing of completed training shall be included in the first progress report. Any revisions to this listing as a result of staffing changes shall be submitted with the next required progress report.

5.8.3.1. Note: When the contractor creates or generates an original document related to agency business that does not exist elsewhere, or you will comment or take actions based on those documents, then it is record.

5.9. Task 9: Affiliated Products and Services: Other products and services will be provided to IHS that support essential accreditation activities at healthcare facilities. These will be specified in each task order, based on a discounted price schedule provided as part of this contract.

5.10. Deliverables:

5.10.1. Deliverables will be aligned with the task areas referenced above and will be specified in each task order.

5.10.2. Provide documentation on maintaining Federal Records to include Records Management Schedule and Disposition Plan – Due Date 30 Days after Award.

6. Attachment/Technical Exhibit List:

6.1. Attachment 1/Technical Exhibit 1 – Deliverables Schedule

6.2. Attachment 2: Task Order #1

Technical Exhibit 1

Deliverables Schedule

Deliverable Frequency # of Copies Medium/Format Submit To

Contract Kick-Off Meeting

Once Digital Digital, Section 508 Compliant

COR

Task Kick-Off Meeting

Once Digital Digital, Section 508 Compliant

COR

Quality Control Plan

Once Digital Digital, Section 508 Compliant

COR

Monthly Status Meeting

Monthly from date of award

Digital Digital, Section 508 Compliant

COR

Quarterly Reports Quarterly Digital Digital, Section 508 Compliant

COR/ HQ Program Staff as specified by the COR

Annual Reports Annual, 45 Days before expiration of contract/task order period of performance.

Digital Digital, Section 508 Compliant

COR/ HQ Program Staff as specified by the COR