Sources Sought Notice TRIAD.pdf

Sources Sought Notice

75H70426Q00039

Training, Education, and Workforce Development Support Services for the IHS’ Alzheimer’s and Elder

Health Program (TRIAD)

Title: Training, Education, and Workforce Development Support Services for the IHS’

Alzheimer’s and Elder Health Program (TRIAD)

Agency: Indian Health Service (IHS)

Issue Date: Tuesday July 14, 2026

Due Date: Wednesday July 22, 2026, no later than 2:00 p.m. EST

POCs: Responses must be submitted via email to Mario.Henriquez@ihs.gov. Include “TRIAD –

Your Company Name” in the Subject of the email.

This Sources Sought Notice (SSN) is for market research and planning purposes only and shall not be construed as a solicitation or an obligation or commitment to issue a solicitation by the Indian Health

Service (IHS). This SSN is seeking information from the specific types of entities listed below to assess their capabilities in fulfilling the requirements set forth in this SSN. The information from this SSN will be used to determine the appropriate set-aside, if any, in accordance with the applicable regulations listed.

The Government encourages the identified entities to respond to this Notice and will be assessed of their capabilities in the following priority:

1. Indian Small Business Economic Enterprise (ISBEE).

2. Indian Economic Enterprise’s (IEE) in accordance with HHSAR 326.603-1.

3. Small business concerns in accordance with FAR 19.502-2 (b)(1) & (2).

4. Other Than Small Business (OTSB)

Responses to the information requested will assist the Government in determining the appropriate acquisition method, including whether any ISBEE/IEE or small business set-aside is possible based on the

Contracting Officer’s reasonable expectation of obtaining offers from two or more relevant concerns that will be competitive in terms of market price, product quality, and delivery capability. An organization that is not the applicable NAICS code should NOT submit a response to this notice. The applicable primary NAICS code for this requirement is 541990 – All Other Professional, Scientific, and Technical

Services. Generic capability statements are not sufficient and may not be considered when assessing entity capabilities.

Background

Alzheimer’s disease and related dementias (ADRD) affect lives in every Tribal and Urban Indian community. Age is the most significant risk factor for Alzheimer’s disease. The American Indian and

Alaska Native (AI/AN) population ages 65 and older is growing more rapidly than the United States

(U.S.) population. Disproportionate rates of conditions such as diabetes, cardiovascular disease, chronic kidney disease, chronic liver disease, traumatic brain injury, and many of the known risk factors for

ADRD exist among AI/AN peoples. Dementia of all types is under-recognized, underdiagnosed, and undertreated including among AI/AN populations. Many individuals go unrecognized in the community, never seeking care and living with impaired cognition that puts them at risk for financial exploitation, poor health outcomes, and accidental injury. Failure to recognize dementia may also stem from the stigma associated with dementia and from a lack of awareness of available resources. People living with diagnosed dementia (PLWD) or undiagnosed cognitive impairment, often have multiple co-morbidities.

They routinely engage in a range of services within the health system from primary care and outpatient diagnostic services, to in-hospital stays. In addition, PLWD have a higher rate of repeated health crises and emergency department visits, particularly toward the end of life1.

mailto:Mario.Henriquez@ihs.gov

Training, Education, and Workforce Development Support Services for the IHS’ Alzheimer’s and Elder

Objectives

IHS’ Division of Clinical and Community Services (DCCS) requires contractor support to maintain, implement, evaluate, and enhance dementia training and education services and resources for the IHS system that includes federal, Tribal, and Urban Indian Health Organization (I/T/U) staff. The Government anticipates a single award for a hybrid contract with Firm-Fixed-Price base services and an Indefinite

Delivery/Indefinite Quantity (IDIQ) ordering component. Task orders may be issued as Firm-Fixed-Price, Labor Hour, or other authorized contract types as determined appropriate by the Contracting Officer

(CO). See attached Scope of Work for the specific requirements.

Capability Statement/Submission Information

A response to this SSN will be in the form of a capability statement to demonstrate capability and experience in providing exercise equipment and wellness supplies to achieve the objectives stated above.

Capabilities must also demonstrate the ability to provide and deliver the equipment to remote locations throughout the US. Specifically, please provide the following information to demonstrate capabilities:

Cover Page

Please provide a cover page to include:

1. Company Name

2. Company Designation (ISBEE/IEE/SB)

3. Type of Business – as applicable (e.g. 8(a), Woman Owned Small Business, HUBZone, etc.)

4. UEI Number

5. Point of contact

6. Primary NAICS Code(s)

7. Existing federal contracting vehicle(s) numbers, as applicable (e.g. GSA MAS number, NITAAC/CIO SP3, etc.)

8. System for Award Management (SAM) registration status. Note, all respondents must be registered on the SAM located at http://www.sam.gov/ prior to any potential award.

Executive Summary

Provide a high-level overview of your services and include how it will benefit the Indian Health Service.

Technical Area

Respondents are expected to provide the deliverables in the attached list (See Attachment 1).

Past Performance

• Please provide any past performance information to support demonstration of your capabilities in the relevant technical areas and magnitude of work.

Other Information (Optional)

You may include any other information that may be helpful in developing or finalizing the requirements of the potential acquisition.

Submission Format

To assist the Government in an expeditious review of your capabilities, the capability statement should be organized as follows:

• Cover page

• Executive Summary

• Technical Areas in the order listed http://www.sam.gov/

Training, Education, and Workforce Development Support Services for the IHS’ Alzheimer’s and Elder

• Past Performance

• Other Information, as applicable

The tailored capability statement should not exceed 10 pages, excluding Past Performance information.

Font must not be less than 10 points (for readability) and may be submitted in either in either Microsoft

Word or Adobe Portable Document Format (PDF) but must be a standard 8-1/2 by 11 inch in paper size.

All proprietary information should be marked as such.

Generic capability statements are not sufficient and will not be considered compliant with the requirements of this notice.

Disclaimer and Important Notes: This notice does not obligate the Government to award contract. Any information provided by industry to the Government as a result of this SSN is strictly voluntary.

Responses will not be returned. No entitlements to payment of direct or indirect costs or charges to the

Government will arise as a result of contractor submission of responses, or the Government's use of such information or otherwise pay for the information provided in response. The Government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appropriate.

Any organization responding to this notice should ensure that its response is complete and sufficiently detailed to allow the Government to determine the organization’s capabilities to perform the work.

Respondents are advised that the Government is under no obligation to acknowledge receipt of the information received or provide feedback to respondents with respect to any information submitted. After a review of the responses received, a pre-solicitation synopsis and solicitation may be published on a government GPE. However, responses to this Notice will not be considered adequate responses to any resultant solicitation.

Confidentiality. No classified, confidential, or sensitive information should be included in your response.

The Government reserves the right to use any non-proprietary technical information in any resultant solicitation(s).

Thank you for your interest in IHS programs.

Training, Education, and Workforce Development Support Services for the Indian Health Service’s

(IHS) Alzheimer’s and Elder Health Program (TRIAD)

Draft Scope of Work

PART 1 – FORM / DESCRIPTION

The Indian Health Service (IHS), Division of Clinical and Community Services (DCCS) requires contractor support to maintain, implement, evaluate, and enhance dementia training and education services and resources for the IHS system that includes federal, Tribal, and Urban Indian Health Organization (I/T/U) staff.

PART 2 – ANTICIPATED CONTRACT TYPE AND LABOR CATEGORIES

Anticipated Contract Type

The Government anticipates a single award for a hybrid contract with Firm-Fixed-Price base services and an Indefinite Delivery/Indefinite Quantity (IDIQ) ordering component. Task orders may be issued as Firm-

Fixed-Price, Labor Hour, or other authorized contract types as determined appropriate by the Contracting

Officer (CO).

Labor Category Examples

The following chart and associated labor categories are examples of anticipated ad-hoc IDIQ services (via the issuance of separate task orders).

Illustrative Labor Categories for Optional IDIQ Services: [CLIN 6]

Price Chart / Hourly Rates

Labor Category Base Year Option Year

Option Year

Option Year

Option Year 4

Project Director

Project Manager

Project Coordinator

Physician Consultant

Nurse Consultant

Pharmacist Consultant

Licensed Clinical Social Worker

Consultant

Psychologist Consultant

Community Health Representative

Consultant

Training Specialist/ Instructional

Designer

Communications Specialist

PART 3 – DESCRIPTION/SPECIFICATIONS

Background

Alzheimer’s disease and related dementias (ADRD) affect lives in every Tribal and Urban Indian community. Age is the most significant risk factor for Alzheimer’s disease. The American Indian and

Alaska Native (AI/AN) population ages 65 and older is growing more rapidly than the United States (U.S.)

population. Disproportionate rates of conditions such as diabetes, cardiovascular disease, chronic kidney disease, chronic liver disease, traumatic brain injury, and many of the known risk factors for ADRD exist among AI/AN peoples. Dementia of all types is under-recognized, underdiagnosed, and undertreated including among AI/AN populations. Many individuals go unrecognized in the community, never seeking care and living with impaired cognition that puts them at risk for financial exploitation, poor health outcomes, and accidental injury. Failure to recognize dementia may also stem from the stigma associated with dementia and from a lack of awareness of available resources. People living with diagnosed dementia

(PLWD) or undiagnosed cognitive impairment, often have multiple co-morbidities.

They routinely engage in a range of services within the health system from primary care and outpatient diagnostic services, to in-hospital stays. In addition, PLWD have a higher rate of repeated health crises and emergency department visits, particularly toward the end of life1.

Dementia diagnosis should most often be made in the primary care office or clinic, with specialty referral needed only when the presentation is not typical or apparent. But primary care providers may lack the knowledge or confidence to make the diagnosis or plan effective care, and ancillary health staff often lack knowledge of screening, recognition, and care management practices for people living with ADRD and their caregivers. A further limitation for providers is limited (or no) access to an interdisciplinary team to support care or specialists through consultation or referral to support diagnosis and management decisions.

Effective disease management requires coordination of care between clinical and community-based services for both dementia-related and other co-occurring health issues. Care management crosses many disciplines and settings, involving medical care, nursing care, home care, rehabilitative therapies, personal care, social services, legal and financial services, and housing. Caregiver services and support, including informal caregiver support via existing caregiver coaching approaches, formal interventions, and the development of local caregiver-focused systems, are critical cornerstones of care for older adults and PLWD.

In FY 2021, the IHS received first-time appropriations for Alzheimer’s grants, followed by FY 2022 2025 appropriations. Based on Congressional direction and Tribal Consultation and Urban confer in FY 2021, the following are among the established program priorities:

1. Cooperative agreements and program awards to I/T/U organizations for the development of comprehensive and sustainable local approaches to address ADRD. Efforts are focused on five primary drivers of comprehensive care, including awareness, recognition, diagnosis, assessment, management, and support of caregivers.

2. Support for competency-based training and education on dementia and elder health as part of workforce development efforts that include ECHO training methods.

3. Efforts to increase awareness, recognition, and detection of ADRD within and among I/T/U staff and systems to enable access to needed services and support for PLWD, their families, and communities.

Partnerships are a cornerstone of the IHS Alzheimer’s Program operations. The Program collaborates with, supports, or funds, a communications contractor, a conference planning contractor, an academic detailing contractor, and two dementia ECHO series, and 16 local Models of Care grants. In the Fall of 2026, the

Program anticipates awarding two new nationally focused cooperative agreements via a current Notice of

Funding Opportunity (NOFO), one of which will focus on caregiver services and supports, and separately, supplemental awards for up to three Tribal Epidemiology Center cooperative agreements.

Scope of Work / General Requirements

Foundational training and workforce development program branding, dementia training curricula and content, workforce development programs, and clinical consultation services have been established. The primary focus of this contract is sustaining, refining, delivering, evaluating, and enhancing these resources while supporting continued access to dementia education and workforce development opportunities across the I/T/U system.

The primary purposes of this contract are to 1.) Improve I/T/U staff knowledge, attitudes, and behaviors related to dementia care and management for older adults, including people living with dementia (PLWD) and their caregivers by maintaining, delivering, evaluating and enhancing discipline-specific and other competency-based training opportunities, 2.) Manage existing workforce development and training programs, and support limited new initiatives identified by IHS and 3.) Identify, train, and support a network of clinical and community dementia care Champions within the I/T/U system.

The goal is to increase recognition, diagnosis, and management of Alzheimer’s disease and related dementias (ADRD) by incorporating culturally relevant (or adapted) evidence-based interventions and best practices in training, education, and support for I/T/U system staff. The desired impact is improving care and outcomes for AI/AN middled aged and older adults, including those living with dementia and their caregivers.

Training and education services developed and implemented by the contractor must support the IHS in transforming clinical and community health staff practices and systems, embracing a person-centered, lifespan approach for older adults, PLWD and their caregivers.

The Contractor shall provide the necessary resources and infrastructure to manage, perform, and administer the contract.

The Contractor shall provide services with a cadre of providers, clinical training faculty, and staff that have demonstrated subject matter expertise in the following areas:

• Evidence-based or evidence-informed clinical training and education approaches

• Clinical diagnosis and management of ADRD and dementia caregiving

• Tribal cultures, values, and traditions

• I/T/U system

• Health systems administration

• Expertise and demonstrated experience with intergovernmental and Tribal engagement

Contractor shall leverage, maintain, evaluate, refine, and disseminate culturally relevant training resources developed under prior contracts and by the Government, and may use existing federal and non-federal training opportunities and resources with culturally relevant adaptations, such as, but not limited to HRSA’s

Dementia Care Training materials or other commercial or non-commercial ADRD training resources.

Cultural adaptations include modification of material from evidence-based or best and promising practices that consider language, culture, and context that align with the cultural patterns, language, needs, and values of AI/AN communities. Training content and delivery methods shall incorporate adult learning principles and best practices for engaged learning and participant interaction, resulting in increases in I/T/U staff knowledge, competency, and confidence in detection of dementia, screening, treatment, and comprehensive care management for AI/AN populations.

Contractor shall maintain and implement the existing Government-approved evaluation plan and associated evaluation tools, to measure short-, medium-, and long-term outcomes and participant satisfaction with training, resources, and post-training support services. The Contractor shall recommend and incorporate refinements to existing plans, tools, training, and resources as appropriate and Government-approved. The

Contractor shall implement ongoing quality improvement efforts for all tasks based on the collection, analysis, and outcomes of evaluation findings and Subject Matter Expert (SME) panel feedback with no less than annual recommended refinements for Government review and approval.

The Contractor shall support limited new content and course development as part of Base Service Tasks that are identified and approved by IHS.

IHS shall retain sole and exclusive ownership of all planning, content, resources, training, and other deliverables.

Base Service Tasks (Fixed Price)

1. Kick-Off Meeting

The Contractor shall meet with the IHS Elder Health program team within fourteen (14) working days after execution of the base year contract, and within ten (10) working days after the exercise of each option period. The time and location, as well as the format of the meeting (virtual or in- person) will be determined by mutual agreement of the Contracting Officer Representative (COR) and contractor. The contractor will provide an agenda prior to the meeting. Kickoff meeting topics may include, but are not limited to:

• Detailed review of the Contractor’s updated project work plan, including identification of project risk areas and Contractor outline of risk mitigation strategies.

• Discussion of the format and timetable for deliverables.

• Review and discussion of Government-approved evaluation plan, including short- and medium- term outcome metrics, objectives, timeline, methods, and tools proposed by Contractor. The Contractor shall recommend revisions for Government review and approval.

• Review of the Government-approved QASP and any Contractor-proposed updates.

• Any other questions or issues identified by IHS or the Contractor.

The Contractor shall review existing Government-owned curricula, training materials, evaluation tools, SCORM packages, resource files, job aids, recordings, and other program assets developed under prior contracts. The Contractor shall identify any gaps, update needs, or transition considerations and incorporate these findings into the updated Work Plan.

Deliverables

Meeting Agenda.

Meeting Notes.

Updated work plan.

Updated Government-approved evaluation plan, if revisions are necessary.

Updated Government-approved QASP, if revisions are necessary.

Asset inventory and transition review of existing Government-owned curricula, training materials, evaluation tools, SCORM packages, resource files, trackers, and all related program assets.

2. Annual Status Report

The Contractor shall produce an annual project status report to be submitted ten (10) days prior to the completion of each contract year, on a schedule to be determined by the COR. The reports shall be submitted by email, and shall include, at a minimum, the following:

• Description of the work completed on each contract task and deliverable;

• Results and summary of all evaluation activities, including utilization, participation, satisfaction, and outcomes measures;

• Summary of resources expended by major task area during the reporting period; and

• Summary of recommendations for program improvement, curriculum updates, and future training priorities.

Annual project report.

3. Weekly Status Meetings

The Contractor shall meet regularly with the program team on a schedule to be determined by mutual agreement of the COR and Contractor. The meetings will not exceed weekly meetings and will typically be limited to 1 hour, but may be on a less frequent basis, at the discretion of the COR. The meeting time, location and format will be determined by mutual agreement of COR and Contractor. If the Contractor anticipates any work plan changes, delay in deliverables, or any other obstacle, they shall alert and consult with IHS during these meetings. The Contractor shall provide a brief written status update in advance of each meeting summarizing progress, upcoming milestones, risks, and any issues requiring Government input.

Meeting agendas.

Meeting notes.

Brief written project status updates prior to the weekly meeting.

4. SME Panel

The Contractor shall assemble and coordinate a multidisciplinary subject matter expert (SME) consultant panel with direct experience in geriatrics, dementia care, workforce development, and I/T/U health systems to advise on curriculum, content, training delivery, workforce development activities, program evaluation findings, identified gaps and future training priorities. On an as-needed basis, the panel will provide ongoing SME consultation in support of contract activities, such as Clinical Dementia Support Line tasks and recommendations for development of new training content, methods, or approaches.

To the maximum extent practicable, the Contractor shall utilize and build upon existing Government-approved SME panel members and relationships established under previous contracts. Changes to panel membership shall be documented and justified to the COR.

The panel of SMEs, comprised of at least 12 members, will be convened at least twice annually.

SMEs must include a registered nurse, physician or advance practice provider with geriatrics and dementia diagnosis and treatment experience, AI/AN cultural expert with experience in elder care/services, a pharmacist, a psychologist or other behavioral health provider, and may include a neurologist, social worker, Tribal elder, public health or community health staff. Members should have non-overlapping expertise and represent different IHS service areas. Project Key Personnel with appropriate, relevant credentials may substitute for any SME category with COR approval. Prior to onboarding, the COR shall review and approve each consultant selection.

Following each SME panel meeting, the Contractor shall prepare a written summary of recommendations and an accompanying action plan identifying proposed actions, implementation timelines, recommendations requiring Government input, and recommendations not proposed for implementation with supporting rationale.

Updated packet of resumes or curriculum vitae for proposed panel members.

Updated list of panelists with credentials and contact information.

Summary of recommendations and Contractor action plan following SME panel engagement.

5. Training Plan

The Contractor shall develop in collaboration with the Government a comprehensive annual training plan for review and approval that includes, at a minimum, training: courses, objectives, dates, audience(s), format (in-person, live webinar, on-demand training), and proposed instructors.

The Training Plan shall incorporate delivery of all existing discipline specific and core interdisciplinary training courses and course series, in addition to new training courses developed annually as funded under

Base Services and any new proposed IDIQ task order activities. The Training Plan shall clearly distinguish

Base Service activities from optional IDIQ task order activities, if exercised.

The Training Plan will incorporate national, regional, and local opportunities. The Training Plan may include, but is not limited to:

• On-site training and education.

• Virtual training sessions delivered via live webinar, enduring content, or other virtual delivery methods.

• Asynchronous content for existing Learning Management Systems (LMS)

Training plan.

6. Training Logistics and Trainers

The Contractor shall be responsible for the promotion, communication, and coordination of the logistics of all training to include but not limited to qualified trainers with direct and relevant experience in the subject matter, securing in-person training sites (with priority given to Federal facilities) for the trainings, payment of facility rental fees, on-site and web-based registration services, audio/visual services, web-based training coordination, training announcements, communications materials (e.g., social media), agenda development, identification, recruitment, travel, per diem, lodging of non-federal subject matter expert trainers, securing and managing virtual training platforms for live virtual or on- demand training delivery, and providing

Continuing Education Units (CEU), Continuing Medical Education (CME), and other continuing education credits relevant to primary audience types. All training sessions that are recorded must be made available to the participants as ‘on-demand’ sessions.

The IHS website is the primary portal for training and education materials and resources. The Contractor shall be responsible for the management of existing content and any necessary design and content development, including publication-ready text and graphics, for the IHS Training and Education section, Calendar of Events, and other content pages and sections pertinent to the Contractor within the IHS

Alzheimer’s Program website. This shall include coordinating review, approval, and postings with relevant divisions and collaboration with the existing Government communications contractors.

All related assets as described above.

Website content.

Draft and final written logistics report per training.

7. Credit Coordination

The Contractor shall be responsible for obtaining, coordinating, and delivering the appropriate CEU/CME credits from accredited providers for physicians, nurses, advanced practice nurses, physicians, physician assistants, pharmacists, social workers, dental providers, and behavioral health providers for each relevant training session and providing relevant certificates. The Government may facilitate CEUs for dental staff, as needed using existing resources. Any existing content at the time of contract award has previously been accredited but will require re-accreditation and management via the new Contractor.

CME/CEU description with mandated accredited provider documentation and tracking for participants.

CME/ CEU certificates issued to participants.

Certificates of participation to all other users.

8. IDIQ Optional Task - Curricula Development

The Contractor may develop additional competency-based, culturally relevant training curricula using or adapting existing training content from federal or non-federal sources for physicians, physician extenders, registered nurses, public health nurses, community health representatives, pharmacists, and other ancillary clinical staff with differentiated discipline-specific training as indicated by need. Existing training may include but is not limited to HRSA’s Dementia Care Training materials or other commercial or non-commercial ADRD training resources.

Commercial-off-the-Shelf (COTS) or non-commercial training content may be incorporated where appropriate as part of a customized blended learning solution to accelerate course development and where it results in the best value for the IHS. However, commercial training content options may not involve participant registration or any other collection of personal information (e.g., name, email) on external websites or systems. All final training content and resources must reside on or in IHS systems. The

Government shall retain sole and exclusive ownership of all content, resources, training, and deliverables.

The IHS defines curriculum as a sequence of content units (learning experiences or courses) arranged in such a way that the learning of each unit may be accomplished as a single act. Instructors or trainers may facilitate using instructional, curricular, or training materials as a foundation. Curriculum will include content plans and processes to structure courses to incorporate new content. The curriculum will provide an overall roadmap or blueprint for training that is informed by research, needs analysis, existing courses and content, and subject matter experts.

The curriculum and individual training courses must include and be built on learning objectives, which must include terminal learning objectives and may include enabling learning objectives.

Optional contractor proposed deliverables may include: Curriculum Requirements Document(s) (CRD) –

The CRD reflects the high-level outline of all courses, their recommended pre-requisites and sequencing, learning modalities, schedule and other pertinent information. Or Curriculum Design Document(s) (CDD) –

The CDD reflects detailed learning solutions or course design information.

Curricula.

Agenda.

Learning Objectives.

Contractor proposed course and content deliverables.

9. Courses and Content Development

Annually, the Contractor shall develop and implement three new training courses with associated content on topics directed by the Government. The Contractor shall provide courseware development specific to I/T/U healthcare facilities and clinical and community workforce, leveraging existing training based on adult principles of learning that maximize participant engagement.

The Government defines training courses as the unit(s) that form the building blocks of the curriculum, though in some instances, a single course may represent the curriculum. Training courses are based on learning objectives and represent a learning product, including the structure of the content, content, and instructional materials. Courses can be delivered through a variety of mediums.

Training, instructional, or curricular materials or content are all the resources or assets used to facilitate the sequences of learning experiences or courses. Training content includes lessons or course plans, overall learning framework, and all the presentations, handouts, activities, tests, videos, case studies, role-playing exercises, job aids, assessments, scripts, guides, and other support materials needed to implement course.

As identified in the Government-approved Training Plan, the Contractor shall deliver course content in a

Microsoft PowerPoint (PowerPoint for Microsoft 365 or PowerPoint 2019 or newer) and video format appropriate for YouTube that meets Public Affairs standards for the IHS; one or more new courses may be developed for delivery through the Government Learning Management System (LMS) as SCORM-compliant content.

3 new training courses annually

Course content, e.g., PowerPoint job aids, handouts, cases, tests

Video of new courses uploaded to IHS YouTube

10. SCORM Course Maintenance and Updates

The Contractor shall maintain and annually review and update on an as needed basis, existing courses and content that conform to the Shareable Content Object Reference Model (SCORM) Government-furnished or purchased Learning Management Systems (LMS). The Government anticipates approximately 17

Government-owned SCORM/LMS modules will be available at contract award for maintenance and update.

Existing LMS modules shall be Government-furnished property and may include both discipline-specific and interdisciplinary training modules.

Currently, the IHS LMS supports SCORM 1.2 specifications. It also supports the SCORM 2004 (aka

SCORM 1.3) specification, except for these extensions:

• Content Aggregation Model

• The Run-Time Environment

• Sequencing and Navigation

Updated SCORM modules and related resources.

Content upload support.

CME or relevant CEUs to participants for completed LMS training.

Certificate of completion for all participants.

11. IDIQ Optional Task – Additional SCORM Course Development

The Contractor shall deliver new courses and content that conform to the Shareable Content Object

Reference Model (SCORM) for delivery via a Government-furnished or purchased Learning Management

System (LMS). Currently, the IHS LMS supports SCORM 1.2 specifications. It also supports the SCORM

2004 (aka SCORM 1.3) specification, except for these extensions:

• Content Aggregation Model

• The Run-Time Environment

• Sequencing and Navigation

SCORM 2004 packages that do not use these extensions should function correctly.

SCORM module.

SCORM module and related support content uploaded to IHS LMS.

CME or relevant CEUs to participants for completed LMS training

Certificate of completion

12. Live, Virtual, or Asynchronous Training Provision

The Contractor shall conduct in-person and virtual training for I/T/U facilities staff, and host and support on-demand virtual asynchronous training that provides for unlimited usage.

The method and mode of clinical training and education will be provided according to the approved

Training Plan, and at a minimum will include.

• Live virtual training on the existing six discipline-specific and interdisciplinary core support sessions shall be offered at least once quarterly.

• Discipline-specific, core support sessions or other training content (presentations), as determined by

IHS, will be presented in-person at one (1) IHS-sponsored annual conference or training event. To the extent practicable, the Government shall furnish meeting space, AV, and logistics support to the

Contractor as part of the IHS-sponsored annual event.

Other training opportunities, incorporated into the approved annual Training Plan, may include, but are not limited to:

• On-site training, education, and outreach in a rural, urban, tribal or urban setting (face to face).

• Tribal, regional, statewide or national conferences or training sessions.

• Virtual training sessions via live webinar, enduring content (LMS or YouTube), or other virtual delivery method.

Training, training schedule and training logistics; see related Training Logistics Task.

Training materials and resources.

Certificate of attendance for non-CME/CEU participants.

CME/CEU certificates to participants.

Evidence of CME/CEU offerings with participants by location and total hours.

Host a speaker preparation session within one (1) week of training dates.

Updated training announcements and communication materials, including web-ready content

Updated evaluation tool/instrument for each training the content and format of which shall be reviewed and approved by IHS.

Evaluation report of each training and overall summary report to include at a minimum: number of attendees; list of attendees with contact information; I/T/U facilities served; retrospective pre-post or pre-post knowledge, attitude or behavior assessments; trainer evaluation; assessment of overall quality, successes, areas of improvement; and suggested future topics

All training sessions that are recorded must be made available to the participants as ‘on-demand’ sessions on the IHS Training Website and made available for posting to IHS YouTube channel.

13. ECHO Support and Funding

The Contractor shall fund and support a minimum of eight sessions annually for each of the two existing

Indian Country ECHO Clinical and Caregiver Dementia ECHOs hosted by the Northwest Portland Area

Indian Health Board. If arrangements with the existing Indian Country ECHO provider or successor organization are no longer available, the Contractor shall provide alternatives and support transition as directed by the Government. To the extent practicable, the Government shall participate in and facilitate this collaboration.

ECHO sessions.

14. Workforce Development Logistics and Management Support

The Contractor shall continue logistical and management support for discipline-specific workforce development programs including the existing Indian Health Geriatric Scholars (IHGS), and Geriatric Nurse

Fellowship (GNF) programs. These programs are separate from training courses and have unique goals and objectives that include core learning in geriatrics from existing providers, a mentored approach to learning and skills application, and related practicums for a small cohort of applicants. The IHGS program recruited its newest cohort of providers in July 2026 and has initiated engagement with trainees. The GNF is slated to begin recruitment in August or September of 2026. Both programs typically accept 20-25 participants, and with final attrition cohorts may end up with 9-15 participants.

Activities include but are not limited to:

• Serve as the primary point of contact for program trainees and applicants.

• Update and develop related communications materials and resources, social media, website content, flyers, etc.

• Engage and use relevant Government-furnished program listservs for regular participant engagement.

• Manage the application review and make recommendations to the Government.

• Manage the participant and local leadership notification processes.

• Collaborate with existing external core and specialty geriatric training vendors to support or facilitate training sign-ups.

• Coordinate and facilitate program participant meetings and up to monthly peer-to-peer webinars for each program.

• Coordinate and support mentor recruitment, tracking, and assignments.

• Identify and facilitate mentorship and clinical experiences.

• Develop and coordinate access to additional, ongoing educational opportunities relevant to each program.

• Assist in the provision of technical assistance to program participants, including coordination and facilitation of one-to-one meetings with trainees to formulate program-specific activities and track progress. This shall require subject matter expertise in geriatrics, dementia, and / or quality improvement methods.

• Coordinate end of program peer-to-peer sharing of results (e.g., posters, meetings, or webinars) and packaging and communication of trainee outcomes and activities for public audiences

• Update and implement training program evaluations.

• Track training program status and training expenditures and result by trainee and coordinate with the

Government on trainee reimbursement or Government issuance of funding.

• Report on trainee outcomes individually and in aggregate at key phases during the respective programs.

Updated program descriptions for IHS Alzheimer’s program website.

Agenda and summary notes for all meetings.

Updated trainee tracking document by participant by program with relevant demographic details, training attendance, project topics, reimbursement, and other relevant program details.

Written summary of initial project focus areas by trainee for public distribution, e.g., websites and newsletters.

Updated program applications.

Updated letters of acceptance and rejection per program.

Participant mentor match list.

Participant correspondence.

Mentor correspondence.

Updated and new assets related to mentored improvement projects and activities, e.g. poster or

PPT template.

Certificates of completion at the end of the program year.

Updated training document detailing technical assistance requests.

Updated evaluation tool / instrument for each program; content and format of which shall be reviewed and approved by IHS.

Interim and annual aggregate evaluation report summarizing programs.

Travel support for up to one program participant.

15. Clinical Dementia Support Line

The Contractor shall maintain the Clinical Dementia Support Line for distance-based case consultation services to any clinician working at any I/T/U facility or serving an AI/AN person. The contractor shall anticipate and manage up 20 consultations per year as part of services annually. For consultations beyond

20, the Contractor shall provide a flat rate fixed fee as part of the technical proposal.

This task shall include the provision of expert, evidence-based guidance and clinical decision-making support to I/T/U health care providers on questions regarding dementia screening, case evaluation, treatment, and management. Clinical consultations shall be provided by a physician or advanced practice provider with expertise in dementia diagnosis, treatment, and care, with as needed consultation for complex cases by neurology or geropyschologists.

Consultations are provided via phone, secure web-based consultation, or via email. Consultative services will provide prompt response to providers during normal business hours, Monday through Friday. If lines are busy, a voice mail system will take messages and someone from the consultation team will provide a return phone call by the next business day (often the call shall be returned the same business day). During

“off hours” (nights, weekends, and holidays), calls will be routed to the voice mail system and returned the next business day. Providers may also submit their questions online (through an established Contractor email), and a clinical consultant will respond to the provider within one business day to provide the consultation.

Updated assets to describe and promote services, to include at a minimum a website description, email text, and social media graphics and text.

Updated consultation user tracking and reporting documents. Tracking should include relevant demographic details and detailing the nature of inquiry to include at a minimum profession, state, topics discussed, intervention or diagnostic approach discussed, use per hour per day.

Updated evaluation tool/instrument to include at a minimum short term outcome metrics for satisfaction, description and categorization of practice change(s) as a result of the call, related patient case disposition description; the format of which shall be reviewed and approved by IHS.

Monthly activity log using Government-furnished template.

Quarterly reports summarizing consultation outputs and outcomes on existing template.

16. Training Technical Assistance and Support

The Contractor shall manage and coordinate responses to training and education technical assistance requests by phone or email, in collaboration with IHS staff as needed. Technical assistance may take the form of referrals to recommended resources including upcoming or past training webinars or recordings, and existing training and education programs hosted the Contractor or other external training providers.

Update existing technical assistance tracking document with relevant demographic details and detailing the nature of inquiry.

Update evaluation tool/instrument for each training the content and format of which shall be reviewed and approved by IHS.

Monthly reports summarizing technical assistance outputs.

Quarterly reports summarizing technical assistance outputs and outcomes.

Optional Period Tasks (Fixed Price) [CLINs 2-5]

Option periods, if exercised, will continue the following tasks:

• Kick-Off Meeting

• Annual Status Report

• Weekly Status Meetings

• SME Panel Management

• Training Plan

• Training Logistics and Trainers

• Credit Coordination

• Course and Content Annual Updates

• SCORM Course Maintenance and Updates

• Live, Virtual, and Asynchronous Training Provision

• ECHOs

• Workforce Development Logistics and Management Support

• Clinical Dementia Support Line

• Training Support

Indefinite Delivery, Indefinite Quantity (IDIQ) Services [CLIN 6]

The contractor shall provide additional quantities of services via the issuance of firm fixed price or time and material task orders (the authority to issue T&M task orders shall only be valid with Base plus Option Years

2-3, it is anticipated that year 5 will be fixed priced exclusively), based upon the labor rates provided by the

Contractor. The performance period/delivery dates for services order shall be specified within each order.

The following tasks represent optional services that may be ordered through the IDIQ portion of the contract if needed by the Government. Inclusion of these tasks does not obligate the Government to issue task orders for these services.

The tasks included in this section will be reflective of the services described above but cannot be fully estimated at the time of award. Additional services may include expanded or new clinical, public health, aging, behavioral health or other IHS priority topics. Future services may include, but are not limited to:

1. Gap or needs assessment, evidence reviews or other information gathering strategies to inform program, resource or training needs

2. Additional live, in-Person, or asynchronous trainings

3. New or added training logistics support

4. Develop and / or deploy new workforce or other program with associated logistics and management support

5. Develop and / or deploy new curriculum and related courses and content

6. Develop and / or deploy additional training courses or content

7. Develop and / or deploy new SCORM content for LMS

Unless otherwise specified by individual task order, all deliverables and resources produced under IDIQ task orders shall become the property of the Government.

Major Deliverables Schedule

Deliverable due “days” are business days, unless otherwise specified. All public-facing deliverables require multiple review cycles and intra-agency office approvals. The Contractor must establish a mechanism for ongoing real-time file organization and sharing that accommodates very large media and other files. Once system access is obtained, the Contractor will be responsible for pushing content directly to related

Government programs and / or file systems.

Deliverable Frequency Medium/Format Submit To

All Unless otherwise specified:

Agendas and project updates due 2 business days prior to the meeting.

Meeting notes due 3 business days after the meeting.

Monthly or quarterly evaluation or data reports due within 30 calendar days following each event or period of services/ support, unless otherwise specified in the SOW.

Drafts of assets, documents, content, or other media designed for public distribution are due no later than 60 calendar days prior to planned dissemination or use unless otherwise specified.

Written deliverables provided in

MS Word or PDF via email attachment.

Social media graphics and other graphics provided in .jpg and .png with a preference for social media graphic access via Canva.

COR and

Program

Officer

Kick-Off Meeting One meeting per year– within

14 business days after contract execution in the base year and

10 business days after contractor execution, with individual deliverable due dates as noted under Task.

Agenda due 5 business days prior to meeting.

Meeting notes due 3 business days after the kickoff meeting.

Draft work plan due 10 business days after kickoff meeting; final approved work plan due 10 business days after receipt of

Government review comments.

Draft of recommended updates to existing QASP due 30 calendar days after contract execution. The QASP is a government-controlled living document and may be updated

Written deliverables provided in

Contract

Officer, Program

Officer, and

COR

by the Government, as necessary.

Annual Status Report 10 days prior to end of period of performance.

Written deliverables provided in

COR and

Program

Officer

Weekly Status

Meetings

Begin 7 calendar days after kick-off meeting.

Web-platform; Teams preferred. COR and

Program

Officer

SME Panel Updated SME Panel finalized

60 calendar days following award start.

Package of all SME Consultant resumes or curriculum vitaes must be submitted for approval prior to final sub-contracting and panel members finalized. PDF via email attachment.

COR and

Program

Officer

Training Plan Draft plan due 10 business days following work plan approval or 30 calendar days prior to first training.

Option year plans due 15 days after contract option execution.

Written deliverables provided in

MS Word via email attachment.

COR and

Program

Officer

Training Logistics Ongoing Based on Training

Plan Written deliverables provided in

MS Word via email attachment.

COR and

Program

Officer

Credit Coordination Course accreditation and ability to issue certificates must be established by the end of Quarter 1 of the base contract year.

Accreditation provider documentation due dates based on accrediting provider requirements.

Participant certificates due within 30 days of course completion.

Data reports due within 30 days following each training, month, or quarter of services/ support.

Written deliverables provided in

MS Word via email attachment.

Certificates provided in PDF or other appropriate format and sent via email to participants.

COR and

Program

Officer

Courses and Content Drafts of new course and course materials due 90 days prior to launch of pilot training to allow for iterative review and comment. Final course materials for agency approval are due 45 days prior to launch.

New course offerings to begin end of Quarter 2 or other later date as determined by the

Government.

Written and virtual deliverables provided in appropriate medium as determined by the Contractor.

COR and

Officer

Update recommendations for existing courses and course content due end of Quarter 3 with implementation completed by end of Quarter 4.

Live, Virtual, Asynchronous

Training

Initial required quarterly trainings due Quarter 1 of base year and then ongoing.

In-person at one event per year with dates, content, and disciplines…