Statement_of_Work_ACPM_CME_Joint_Providership.pdf

STATEMENT OF WORK (SOW)

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STATEMENT OF WORK

Continuing Medical Education Joint Providership Services

American College of Preventive Medicine (ACPM) / United States Office of the Surgeon General (US

OSG)

Requiring Activity United States Office of the Surgeon General (US OSG) Contractor/Provider American College of Preventive Medicine (ACPM) Project CME support for Office of the Surgeon General reports, educational seminars, and journal publications Period of Performance September 1, 2026 through September 30, 2028 Contract Type / CLIN Structure To be determined by the Contracting Officer Place of Performance Primarily virtual/remote; specific activity locations, if any, to be identified by the Government

1. Background The United States Office of the Surgeon General (US OSG) requires an accredited continuing medical education (CME) provider to support jointly provided educational activities. ACPM is accredited by the Accreditation Council for Continuing Medical Education (ACCME) and, under the underlying joint providership agreement, serves as the accredited CME provider and final arbiter for CME matters. The contemplated activities include Office of the Surgeon General reports, educational seminars, journal publications, and related enduring educational materials.

2. Objective The objective of this requirement is to obtain accredited CME joint providership services that enable eligible US OSG educational activities to be planned, reviewed, implemented, evaluated, documented, and reported in accordance with applicable ACCME requirements, AMA requirements for AMA PRA Category 1 Credit™, and other relevant accreditation policies.

3. Scope The Contractor shall provide CME accreditation and joint providership support for individual CME-eligible activities authorized by the Government during the period of performance. Each activity will require coordination between US OSG and ACPM and will be subject to ACPM review and approval before CME credit is designated or accreditation statements are used.

This SOW defines performance requirements and deliverables. It does not itself authorize commercial support, establish funding amounts, or specify the number of activities or credits. Those items shall be addressed, as applicable, through the contract, task authorization, approved budget, or activity-specific planning documentation.

4. Applicable Standards and Requirements

• ACCME accreditation requirements and policies applicable to jointly provided CME activities.

• AMA requirements applicable to certified continuing medical education and AMA PRA Category 1 Credit™.

• Applicable standards and guidance governing commercial support, independence, financial disclosure, and conflicts of interest.

• Applicable U.S. and international intellectual property laws and treaties for educational materials.

• Government review, approval, records, security, accessibility, and publication requirements incorporated elsewhere in the solicitation or contract, if applicable.

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5. Contractor Requirements

5.1 CME Accreditation Oversight and Activity Planning

• Participate in initial planning for each CME-eligible activity, including at least one planning/kickoff conference with

US OSG as needed to review the professional practice gap, educational need, goals, target audience, and proposed activity format.

• Participate in and approve the professional practice gap analysis and planning process.

• Collaborate with US OSG to develop and/or approve educational content, activity objectives, and, for enduring materials, the content outline before production proceeds.

• Review each activity-specific joint providership/CME application and determine whether the activity is eligible for

CME credit.

• Serve as the final decision authority on CME accreditation matters for activities performed under this requirement.

5.2 Content Review and Independence

• Review educational content for consistency with the identified educational need, stated objectives, clinical/scientific standards, and the applicable scope of practice.

• Ensure educational materials are valid, reliable, accurate, based on the best available evidence, balanced, free of commercial bias, and designed for educational rather than commercial purposes.

• Require generic rather than brand names for medications, devices, or therapies except where an exception is approved by ACPM.

• Maintain control over CME content and selection of faculty and approve faculty honoraria when applicable.

• Review and approve, as needed, promotional materials, educational materials, and evaluation/knowledge-check instruments before use.

5.3 Financial Disclosure and Conflict-of-Interest Management

• Collect required financial disclosure information from instructors, planners, managers, and other individuals in a position to control CME content.

• Review identified financial relationships/conflicts of interest and document resolution in accordance with applicable accreditation requirements before the individual participates in the activity.

• Maintain required disclosure documentation and provide or approve disclosure language for participant-facing materials.

5.4 Commercial Support, if Applicable

• When commercial support is proposed, establish or approve the applicable written terms and conditions and ensure the activity remains independent and conducted for scientific and educational purposes only.

• Ensure acknowledgement of commercial support is appropriately presented and does not use commercial supporter logos in the acknowledgement statement.

• Ensure commercial or non-commercial grantor promotional activity is appropriately separated from live CME activity and that grantor personnel do not engage in sales activity immediately before, during, or immediately after the CME activity.

5.5 Accreditation and Credit Designation

• Provide or approve the required joint providership accreditation statement for promotional materials, activity handouts/syllabi, and enduring materials.

• Determine the appropriate number of AMA PRA Category 1 Credit™ credits/contact hours for each eligible activity and provide the exact credit designation language required for use.

• Issue CME certificates to eligible physician learners following completion of required participation, knowledge assessment, and evaluation requirements.

• For non-physician learners, issue a certificate of completion when applicable; ACPM does not award AMA PRA

Category 1 Credit™ to non-physicians.

5.6 Evaluation, Records, and Reporting

• Conduct or approve post-activity evaluation processes that assess, at a minimum, relevance to clinical practice, achievement of stated objectives/goals, intended practice change, and evidence of commercial bias.

• Maintain a database or equivalent record of individual CME credits awarded.

• Review post-activity documentation and materials for completeness and compliance.

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• Provide US OSG summary CME participation results on a schedule agreed to by the parties, including, as applicable: participant full name, health care role, materials/content completed, completion date, email address, and number of credits earned.

• Prepare a compilation report of evaluation results when requested or required for the activity.

6. Government Responsibilities The Government will perform the following responsibilities through US OSG. These responsibilities are included to define interfaces and Government-furnished inputs and are not Contractor deliverables.

• Complete an activity-specific Application for Joint Providership for each CME-eligible activity under the contract.

• Participate in at least one planning conference with ACPM and provide timely subject-matter input needed for the professional practice gap analysis, educational need, goals, objectives, target audience, and content planning.

• Design and produce promotional collateral and obtain ACPM approval before production and dissemination.

• Manage and adhere to the Government-approved budget for each CME activity.

• Design and produce knowledge-check/evaluation instruments in coordination with and subject to ACPM approval.

• Cooperate in obtaining required financial disclosures from Government-affiliated planners, managers, presenters, and other individuals who may control content.

• Identify copyrighted graphics and other protected information incorporated into Government-developed educational materials and properly acknowledge cited sources.

7. Deliverables and Acceptance Criteria No. Deliverable Minimum Content Due/Timing Acceptance Criteria 1 Activity

Planning/Kickoff Support

Planning participation; review of practice gap, educational need, goals, audience, and proposed approach.

At initiation of each authorized CME activity.

Government confirms required planning coordination occurred; ACPM identifies any accreditation issues requiring resolution.

2 CME

Eligibility/Application Review

Review of activity-specific joint providership/CME application and accreditation determination.

Before promotion as an accredited CME activity and before credit designation.

Written/electronic approval or documented required revisions provided by ACPM.

3 Content/Objectives Review and Approval

Approved objectives and content/outline; review for evidence, balance, independence, and commercial bias.

Before final production or dissemination.

ACPM approval documented;

required revisions incorporated.

4 Disclosure/COI Review

Collection/review documentation and resolution of relevant financial relationships for persons controlling content.

Before participation in the accredited activity.

Required disclosures complete and conflicts resolved/documented.

5 Accreditation/Credit Language

Approved accreditation statement and activity-specific credit designation language.

Before publication of materials requiring the statements.

Language is approved by ACPM and used as provided.

6 Evaluation/Knowledge- Check Review

Approved participant evaluation and knowledge assessment, as applicable.

Before activity launch/completion workflow is finalized.

Instrument(s) meet agreed CME requirements.

7 Certificates and Credit Records

CME certificates for eligible physician learners; completion certificates for applicable non-physician learners; maintained credit records.

Following completion of applicable participation, assessment, and evaluation requirements.

Certificates/records accurately reflect participant completion and approved credit.

8 CME Participation Report

Participant-level summary fields specified in Section 5.6, as applicable.

On a mutually agreed schedule and/or after each activity.

Report is complete for available required fields and consistent with ACPM credit records.

9 Evaluation Summary/Post-Activity Closeout

Compilation of evaluation results and review of post-activity documentation/materials.

Following each activity, on the schedule established during

Required closeout documentation is complete and material compliance issues are resolved or

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8. Performance Standards

• Accuracy/Compliance: Deliverables shall conform to applicable CME accreditation requirements and ACPM policies governing the activity.

• Timeliness: Reviews and approvals shall be completed in accordance with the activity schedule agreed upon by the Government and Contractor. Where the contract establishes specific turnaround times, those times shall control.

• Completeness: Required planning, disclosure, content-review, evaluation, credit, and reporting documentation shall be complete before the associated activity milestone is considered closed.

• Quality: Educational content under the Contractor’s accreditation oversight shall be evidence-based, balanced, and free of commercial bias.

9. Period of Performance The period of performance is September 1, 2026 through September 30, 2028, unless modified by the Contracting Officer. Activity-specific schedules and milestones shall fall within the authorized period of performance unless otherwise permitted by the contract.

10. Place of Performance and Meetings Performance is expected to be primarily virtual/remote. The Contractor shall participate in planning and coordination meetings by telephone or videoconference unless an activity-specific requirement identifies another location or format. Any travel requirement must be separately authorized in accordance with the contract.

11. Government Furnished Information and Materials The Government may furnish draft reports, seminar materials, journal content, promotional materials, proposed faculty information, objectives, practice-gap information, evaluation instruments, and other materials needed for accreditation review. Government-furnished materials remain subject to applicable records, information-security, privacy, accessibility, and intellectual-property requirements incorporated into the contract.

12. Key Personnel and Points of Contact The Contractor shall identify a primary CME/accreditation point of contact with authority to coordinate reviews and approvals. The Government will identify the Contracting Officer (CO), Contracting Officer’s Representative (COR), if appointed, and program point(s) of contact in the award document. Only the CO may change the scope, price, terms, or conditions of the contract.

13. Records, Privacy, and Data Handling Participant information and accreditation records shall be handled only for authorized contract and CME administration purposes and in accordance with applicable contract clauses and Government requirements. The underlying joint providership agreement identifies participant reporting fields that may include name, health care role, completed content, completion date, email address, and credits earned. Any additional privacy, security, records-retention, or system requirements shall be specified elsewhere in the solicitation or contract.

14. Intellectual Property The Contractor shall support compliance with applicable U.S. and international intellectual-property laws and treaties in connection with CME materials. US OSG shall identify protected graphics and other protected information in Government-developed educational materials and appropriately acknowledge cited sources.

Rights in data, copyright, licenses, and use of Government or Contractor materials shall be governed by the applicable solicitation/contract clauses and any activity-specific written permissions.

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15. Inspection and Acceptance The Government will inspect deliverables for conformance with this SOW and the contract. The COR, if designated, may review deliverables and recommend acceptance; final contractual authority remains with the CO. For deliverables requiring accreditation approval, acceptance also requires completion of the applicable ACPM accreditation review described in Section 7. The Government may return nonconforming deliverables for correction in accordance with the contract.

16. Assumptions, Constraints, and Items to Be Finalized Before Solicitation/Award The source agreement does not establish several acquisition-specific details. The acquisition team should complete these items in the solicitation/award rather than infer them from this SOW:

• Estimated number and type of CME activities and expected annual workload.

• Activity-specific turnaround times/service levels for reviews, approvals, certificates, and reports.

• Pricing structure, CLINs, funding, invoicing, and whether work will be ordered by task, activity, or fixed period.

• Any required travel, onsite support, platform/hosting services, registration services, or learning-management-system integration.

• Federal information-security, privacy, Section 508/accessibility, records-management, and data-retention requirements applicable to the selected acquisition approach and systems used.

• Required contract clauses concerning intellectual property/data rights, confidentiality, organizational conflicts of interest, and publication/branding approvals.

17. Source Basis This SOW was developed from the signed ACPM-US OSG Joint Providership of Continuing Education Activity Agreement covering the period September 1, 2026 through September 30, 2028. Acquisition-specific terms not stated in that agreement are intentionally identified as to-be-determined or assigned to the solicitation/contract rather than presumed.