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This pre-solicitation notice is for a sole source contract to be awarded to ECRI Institute to provide ongoing services and products to the National Library of Medicine (NLM). ECRI will enhance NLM databases by adding bibliographic records for health services research and health technology assessment reports, and provide annual updates to the Universal Medical Device Nomenclature System vocabulary according to NLM's schedule. ECRI will select and process records for the NLM catalog, and has specialized expertise in developing and maintaining the proprietary UMDNS vocabulary. The period of performance is five years beginning in fiscal year 2022. Interested parties have until September 21, 2021 to contact the contracting specialist. The NAICS code is 519190 and product service code is R702. ECRI is the only organization capable of performing these services due to its copyright ownership and extensive experience with UMDNS and evaluating health services research.

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Statement of Work Health Services Research and Vocabulary Support

Statement of Work (SOW)

Health Services Research and Vocabulary Support

TABLE OF CONTENTS

1.0 Introduction 2

1.1 Background 2

1.2 Scope 2

1.3 Objectives 2

2.0 Requirements 3

2.1 Tasks 3

2.2 Supervision/Management 6

2.3 Government Responsibilities 6

2.4 Schedule 6

2.5 Place of Performance 6

3.0 Government Furnished Property 7

4.0 Security Requirements 7

4.1 Standards of Performance 8

Appendix I 9

Appendix II 12

1.0 INTRODUCTION/OVERVIEW

The National Library of Medicine (NLM) is a producer of major bibliographic databases relating to biomedicine. The National Information Center on Health Services Research and Health Care Technology (NICHSR), a component of NLM, is charged with improving “…the collection, storage, analysis, retrieval, and dissemination of information on health services research, clinical practice guidelines, and on health care technology, including the assessment of such technology.”

1.1 BACKGROUND

The Universal Medical Device Nomenclature System (UMDNS™) is used by healthcare organizations worldwide, in applications for hospital inventory control, work order control, and medical device regulatory system. The UMDNS has been a source vocabulary within NLM’s Unified Medical Language System (UMLS®) since the early 1990’s.

Given such, the Contractor shall provide the following data and services: (1) machine-readable records relating to health services research and healthcare technology assessment reports and literature collected, abstracted, and indexed by the Contractor and (2) delivery of the updated Universal Medical Device Nomenclature System (UMDNS) vocabulary according to NLM’s Unified Medical Language System (UMLS) updating schedule.

1.2 SCOPE/ OBJECTIVES

These tasks are part of a continuing effort to enhance the National Library of Medicine (NLM) biomedical and health services research related databases and information services by: (1) adding bibliographic records to NLM databases for HSR (Health Services Research) and HTA (Health Technology Assessment) grey literature reports and publications that are not widely disseminated through commercial distribution channels, and (2) adding updated medical device vocabulary to NLM’s (UMLS®).

2.0 REQUIREMENTS

Independently, and not as an agent of the Government, the Contractor shall furnish all necessary labor, materials, supplies, equipment, and services needed to complete this project. All work performed under this procurement shall be monitored by the NLM Project Officer.

2.1 TASKS

Task 1 – Selection, processing, and creation of records for the National Library of Medicine Cataloging database according to NLM selection criteria (Appendix 1).

Subtask 1 – Select items to be cataloged from online sources of established series and reports. These items should be approved for inclusion by NLM. For examples of appropriate sources, please see Appendix II.

a.Access online sites regularly to check for new issues or editions
b.Evaluate new items for NLM selection criteria adherence

Subtask 2 – Retrieve, in online formats, items to be cataloged

a. Download selected online records for markup and retention Subtask 3 – Identify leads to be considered for non-journal selection

a.Review bibliographies, organizations, articles, etc. for leads to be considered for NLM selection
b.For identified content (e.g. grey literature), contact publishing entity to obtain permission to incorporate and offer public free access to their publications from the NLM Digital Repository should items no longer be available from the publisher’s website. Note: Contact questionnaire will be provided by NLM. NLM will work with contractor to identify effective workflows to obtain needed approvals.

Subtask 4 – Catalog and Machine Readable Cataloging (MARC) coding and Resource Description and Access (RDA) requirements, or other NLM determined standard as they are implemented for non-journal items

a.Catalog items to ensure they can be uniquely distinguished from all other items; include data elements such as NLM classification number, physical description, and copyright status, edition information, country and place of publication, title, publication date, series, general notes, abstract, corporate author, and record creation and release dates, copyright status
b.Verify authority control classification data
c.Format bibliographic data in MARC format and requirements based on Resource Description and Access rules as they are implemented

Subtask 5 – Provide subject and descriptive cataloging of non-journal items

a. Provide subject index items using NLM’s Medical Subject Headings (MeSH) thesaurus Subtask 6 – Keyboard non-journal items –

a. Input all data elements in proper formats Subtask 7 – Revise non-journal items –

a. Verify that all data elements are included and correctly analyzed and keyboarded Subtask 8 – Deliver non-journal items, in electronic format.

a. Information on all identified items should be regularly sent electronically to NLM, for review by NLM staff. The file listing the identified content should include for each item:

· Title of each document;

· URLs for all retrieved electronically-available items;

· Unique identifier from the NLM Catalog as well as detailed cataloging records;

· Item’s copyright/access requirements, if any.

b.The contractor will save a pdf version of all documents selected for inclusion in the NLM Catalog to NLM servers (NLM-specified drive) for queue into NLM Digital Repository.
c.Naming convention for each non-journal pdf document will include the title of the document as used in the NLM Catalog record. A separate folder will be created for each record, using the NLM UI from the Catalog record as the folder name.

Subtask 9 – Revise and release of electronic records

a.Process and share with NLM staff feedback from NLM on all records
b.Revise and correct items as required
c.Release corrected items.

Subtask 10 – Maintain records in NLM catalog.

a.Identify errors, corrections, and updates in Contractor-created items, including links to online items.
b.Participant Organization pdfs are added to the Digital Repository; older materials by the Participant organization are retrieved from NLM catalog and added to the Digital Repository

· Cataloging record is reviewed; errors in the record are corrected

· Broken URLs are discovered and replaced or deleted

· PDF document of the item in question is downloaded and saved to the Digital Repository, according to the naming convention under Subtask 8, Section c.

· When URL is incorrect, document should be researched and carefully matched to catalog description. Document should be researched on all available platforms (including but not limited to): participant organization website; direct contact with participant organization; the Wayback Machine (http://web.archive.org/), etc.

c. Correct all identified items

Task 2 – Provide NLM with an annual update of the Universal Medical Device Nomenclature System (UMDNS) according to the NLM UMLS schedule or as instructed by NLM. This annual update includes all concepts and related attributes such as definitions and relationships among concepts.

2.2 SUPERVISION AND MANAGEMENT

The Contractor shall provide the supervision and management effort necessary for efficient and effective administration and control of work performed under this Contract. The contractor shall ensure that adequate resources are allocated to satisfy the requirements of this Contract.

2.3 GOVERNMENT RESPONSIBILITIES

The Contract Project Officer will review and approve all plans, reports, and deliverables required in the Statement of Work upon delivery by the contractor.

2.4 SCHEDULE

The period of performance for this work is February 1, 2022 through January 31, 2023, with an option to renew the Contract for an additional four years.

2.5 PLACE OF PERFORMANCE

The professional services described in this Statement of Work shall be performed at the contractor’s location/office.

3.0 GOVERNMENT FURNISHED PROPERTY –NLM will provide:

a. A government laptop

b. PIV card/certificate. Contractors, even though working off-site, are required to obtain a personal identification verification (PIV) card, subject to an appropriate background check. The PIV card will allow them access to NIH/NLM facilities, networks, and systems.

c. Reasonable access to NLM knowledge sources throughout the

4.0 SECURITY REQUIREMENTS –

NIH/NLM information security requirements will be met by Contractor staff with regard to accessing systems and websites while performing data review services. Furthermore, Contractor staff will need to complete required information security training on an annual basis. HSPD-12, designed to enhance security by controlling physical access to HHS-controlled facilities and/or access to HHS-controlled information systems, applies to this requirement.

Contractor staff will be required to comply with established mandatory personal identification verification (PIV) cards.

The NIH/NLM personnel, information, and/or building security offices, as appropriate, will be contacted to determine appropriate security requirements and to adjust project requirements to minimize security and access issues, since the Contractor staff will have access to HHS controlled facilities and/or information systems.

4.1 STANDARDS OF PERFORMANCE

The Contractor shall:

1. Submit all reports as required in the Statement of Work

1. Submit invoices as instructed by NLM to NIH Commercial Accounts with copy emailed to the NLM Project Officer.

1. Submit sample vocabulary sets to NLM for testing in accordance with negotiated timelines and quality control procedures.

APPENDIX I

Selection Criteria for Indexing Health Services Research Articles, Reports, and Publications Health services research (HSR) is defined as ...the multidisciplinary field of scientific investigation that studies how social factors, financing systems, organizational structures and processes, health technologies, and personal behaviors affect access to health care, the quality and cost of health care, and ultimately our health and well-being. Its research domains are individuals, families, organizations, institutions, communities, and populations. (Lohr KN, Steinwachs D. Health services research: an evolving definition of the field. Health Services Research 2002;37(1):7-9.)

It includes, but is not limited to, Healthcare Technology Assessment and Clinical Practice Guidelines, and addresses both services and their actual and potential impact on all aspects and domains of health and health care.

The goal of Task I of this contract is to identify, scan and catalog important and timely documents in the field of HSR from a defined set of sources, including journals, technical reports, conference proceedings, newspapers, government documents, dissertations, book chapters, standards, legal and economic publications, and Web sites produced by selected bodies, and to index substantive reports not already covered in NLM databases (e.g., PubMed, NLM Catalog). Secondary reports on articles published in journals already being indexed by NLM, e.g., a New York Times article based on a New England Journal of Medicine article, will not be selected for indexing under this project. Speculative or descriptive articles containing no useful data will not be selected for indexing under this project. In general, reports written or funded by the manufacturer of a technology will not be selected. Studies of bioethical and related legal questions will be indexed generally from assigned sources because they are indexed for the MEDLINE subset on BIOETHICS; however, legal documents, which related to topics listed below and which are not already covered in NLM databases, may be selected.

Substantive articles and publications in the following subject areas are to be selected:

1. Health Services Research (including quality assurance, utilization review, quality of life, health status)

2.Health Planning and Policy
3.Health Legislation and Regulation
4.Health Economics, Business, Insurance
5.Health Facilities and Services
6.Health Technology, Equipment and Drugs
7.Health Services Research Methodology
8.Health Data/Statistics
9.Health Manpower and Professional Education
10.Clinical Practice Guidelines
11.Health Information Systems Informatics, Policies and Practices, including Public Health Informatics
12.Computerized Patient Records
13.Telemedicine
14.Patient and Consumer Health Information
15.Special Issues, e.g., Rural Health, Women’s Health
16.Population Health/Public Health Policy/Public Health Systems and Services Research
17.Evidence-Based Health Care
18.Comparative Effectiveness Research
19.Quality Improvement and Implementation and Dissemination Studies
20.Health Data Standards and Interoperability

Types of articles, documents, and reports to be selected include:

0. Evaluation studies

0. Outcomes of clinical trials

0. Comparisons of technologies or programs

0. Effectiveness studies, especially including data – not merely descriptive studies

0. Future applications, especially if data is included

0. Meta-analyses, systematic reviews, and other evidence-based literature overviews

0. Technology transfer

0. Studies on utilization, appropriateness, or cost-effectiveness

0. Historical studies, if evaluative

0. National, state, regional and health care services planning

0. Design and improvements of technologies, programs, services, facilities

0. Published standards and regulations with actual or potential impact on health care and services

0. Public media articles that are significant contributions to the evaluation of health care and health care technologies if sources are assigned to ECRI by NLM

0. Policy briefs and other types of substantive policy discussions/analyses

APPENDIX II – Suggested Resources for Inclusion – This list represents a selection of sources only. It is not to be considered complete, and may be added to by NLM or by the contractor, in consultation with NLM.

NON-JOURNAL CORPORATE NAMES. SERIES
Web Site Addresses & Notes
ACA implementation—monitoring and tracking. Urban Institute. Health Policy Center
http://www.urban.org/publications/412498.html
Across the States. Public Policy Institute (American Association of Retired Persons)
https://www.aarp.org/ppi/
Alan Guttmacher Institute
https://www.guttmacher.org/
Bipartisan Policy Center
http://bipartisanpolicy.org/
Blue Ridge Academic Health Group. Emory University. Robert W. Woodruff Health Sciences Center. Report
http://whsc.emory.edu/blueridge/publications/reports.html
Brookings Institution. Engleberg Center for Health Care Reform
http://www.brookings.edu/about/centers/health
Blue Shield of California
http://www.blueshieldcafoundation.org/
California HealthCare Foundation
https://www.chcf.org/
California Association of Public Hospitals and Health Systems
http://caph.org/publications/
California Technology Assessment Forum. California Technology Assessment
https://icer.org/who-we-are/people/independent-appraisal-committees/ctaf/
Center for Health Care Strategies
http://www.chcs.org/resources/
Center for Law and Social Policy
https://www.clasp.org/
Center for Reproductive Law and Policy
https://healtheducationresources.unesco.org/organizations/center-reproductive-law-and-policy-crlp
Center for Retirement Research at Boston College
http://crr.bc.edu/category/working-papers/
Commonwealth Fund
https://www.commonwealthfund.org/
Community Catalyst
http://www.communitycatalyst.org/resources/publications
Consumers Reports. Best buy drugs
http://www.consumerreports.org/health/best-buy-drugs/index.htm
Expert Voices. National Institute for Healthcare Management
https://nihcm.org/
Fact Sheet. Center for Health Care Strategies
http://www.chcs.org/resources/#!/resource_search=fact%20sheet
Families USA
http://familiesusa.org/library?f%5b0%5d=field_product_type%3A2
George Washington University. School of Public Health and Health Services
http://publichealth.gwu.edu/research/centers-institutes
Georgetown University Health Policy Institute. Center for Children and Families
http://ccf.georgetown.edu/format/research-reports/
Grantmakers in Health
http://www.gih.org/publications/index.cfm
Institute for Clinical and Economic Review
https://icer.org/
Issue Brief. Center for Health Care Strategies
http://www.chcs.org/info-url_nocat5110/info-url_nocat.htm
Issue brief. United Hospital Fund of New York. New York State Health Foundation
http://www.uhfnyc.org/publications/reports
Issue Focus. Grantmakers in Health
https://www.gih.org/health-philanthropy-issues/
Kaiser Family Foundation
http://kff.org/
Leonard Davis Institute of Health Economics
http://ldi.upenn.edu/research
LEWIN Group
http://www.lewin.com/publications/
Low-Income Working Families paper. Urban Institute
http://www.urban.org/center/liwf/
Massachusetts Health Policy Forum
https://heller.brandeis.edu/mass-health-policy-forum/
Mathematica Policy Research
https://www.mathematica.org/
MSAC application. Medical Services Advisory Committee
http://www.msac.gov.au/
National Academy for State Health Policy
https://www.nashp.org/
National Academy of Social Insurance
http://www.nasi.org/research/section/briefs-fact-sheets
National Conference on State Legislatures
http://www.ncsl.org/research/health.aspx
National Governors Association
http://www.nga.org/cms/center
National Institute for Health and Care Excellence (Great Britain). Technology appraisal guidance
https://www.nice.org.uk/guidance
Pennsylvania Health Care Cost Containment Council PHC4
http://www.phc4.org/reports/
Pennsylvania Patient Safety Authority. Patient safety advisory
http://patientsafety.pa.gov/
Policy brief. Center for Health Care Strategies.
http://www.chcs.org/resources/#!/resource_search=policy%20brief
Policy brief. Robert Wood Johnson Foundation
http://www.rwjf.org/en/research-publications.html
Policy Brief. Urban Institute. Health Reform Monitoring Survey
http://hrms.urban.org/briefs/index.html
Policy research brief. George Washington University. School of Public Health and Health
http://www.rchnfoundation.org/?page_id=509
Gibson/RCHN Community Health Foundation Research Collaborative
https://www.rchnfoundation.org/?page_id=509
PriceWaterhouseCoopers
http://www.pwc.com/us/en/health-industries/health-research-institute/index.jhtml
AcademyHealth
https://academyhealth.org/evidence
American Association of Retired Persons. Research
https://www.aarp.org/research/?intcmp=FTR-LINKS-PRO-RESRCH-EWHERE
Resource Paper. Center for Health Care Strategies.
http://www.chcs.org/resources/#!/resource_search=resource%20paper
Robert Wood Johnson Foundation
http://www.rwjf.org/en/research-publications.html
Scottish Intercollegiate Guidelines Network SIGN publication
https://www.sign.ac.uk/
Stanford Institute for Economic Policy Research
http://siepr.stanford.edu/Publications
State Health Access Data Assistance Center. University of Minnesota. State Health Access Reform Evaluation
https://www.shadac.org/
State Health Access Data Assistance Center. University of Minnesota. Issue brief
http://www.shadac.org/publications
State health policy briefing. National Academy for State Health Policy
http://www.nashp.org/
State Health Reform Assistance Network. Issue brief
http://www.statenetwork.org/resources/
Technical assistance brief. Center for Health Care Strategies.
http://www.chcs.org/resources/#!/resource_search=technical%20assistance%20
Timely analysis of immediate health policy issues. Urban Institute
http://www.urban.org/toolkit/newreports.cfm
Trust for America's Health
https://www.tfah.org/
UCLA Center for Health Policy Research
http://healthpolicy.ucla.edu/publications/Pages/default.aspx
United States. Congressional Budget Office
http://www.cbo.gov/
United States. Food and Drug Administration. Guidance for Industry
http://www.fda.gov/RegulatoryInformation/Guidances/default.htm
United States. Government Accountability Office
https://www.gao.gov/
United States. Office of Inspector General. Evaluation report
http://oig.hhs.gov/reports-and-publications/oei/subject_index.asp
University of California, San Francisco. Center for the Health Professions
http://futurehealth.ucsf.edu/Public/Publications-and-Resources.aspx
United Hospital Fund
http://www.uhfnyc.org/
Urban Institute
http://www.urban.org/toolkit/newreports.cfm/
Views from the Field. Grantmakers in Health
http://www.gih.org/Publications/ViewsLanding.cfm?navItemNumber=527
Working paper series. McMaster University. Centre for Health Economics and Policy Analysis
https://macsphere.mcmaster.ca/handle/11375/16305

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