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FBO DAILY - FEDBIZOPPS ISSUE OF APRIL 03, 2013 FBO #4148
SOURCES SOUGHT

R -- Research, Measurement, Assessment, Design, and Analysis (RMADA) IDIQ - Sources Sought Chart

Notice Date
4/1/2013
 
Notice Type
Sources Sought
 
NAICS
541720 — Research and Development in the Social Sciences and Humanities
 
Contracting Office
Department of Health and Human Services, Centers for Medicare & Medicaid Services, Office of Acquisition and Grants Management, 7500 Security Blvd., C2-21-15, Baltimore, Maryland, 21244-1850
 
ZIP Code
21244-1850
 
Solicitation Number
APP_131181
 
Archive Date
5/1/2013
 
Point of Contact
Laurie Lloyd, , John Cruse,
 
E-Mail Address
laurie.lloyd@cms.hhs.gov,
(laurie.lloyd@cms.hhs.gov, ontracting)
 
Small Business Set-Aside
Total Small Business
 
Description
Response Requirements (Bullet 2) THIS IS NOT A FORMAL REQUEST FOR PROPOSAL (RFP) AND DOES NOT COMMIT THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) TO AWARD AN INDEFINITE DELIVERY INDEFINITE QUANTITY UMBRELLA CONTRACT NOW OR IN THE FUTURE. This is a SOURCES SOUGHT NOTICE posted for INFORMATIONAL PURPOSES ONLY and will be used to assist the Centers for Medicare and Medicaid Services (CMS) in determining the availability of small businesses that have the capability in providing research, measurement, assessment, design, and analysis services for the support models and demonstration programs created or derived under the Patient and Affordable Care Act and Health Reform Act. CMS is interested in responses to this notice from small businesses (including 8(a) businesses, service-disabled veteran owned small businesses, HUBZone small business, veteran-owned small businesses, women-owned small businesses, and small disadvantaged businesses). THIS IS STRICTLY MARKET RESEARCH TO ASSIST IN DETERMINING THE APPROPRIATE ACQUISITION STRATEGY TO OBTAIN CONTRACTOR SUPPORT SERVICES TO PERFORM THE SAME OR SIMILAR REQUIREMENTS TO THOSE DESCRIBED IN THIS NOTICE. THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) MAY OR MAY NOT ISSUE A REQUEST FOR PROPOSAL OR REQUEST FOR QUOTATION. RESPONSES TO THIS SOURCES SOUGHT NOTICE SHALL BE THE SUBMISSION OF A CAPABILITY STATEMENT; ACCORDINGLY, CMS WILL NOT ENTERTAIN QUESTIONS REGARDING THIS MARKET RESEARCH. Background: On March 23, 2010, the Patient Protection & Affordable Care Act (ACA) was enacted. Under ACA, CMS was given broader authorities for the planning, analysis, implementation, and rapid cycle evaluation of innovation and demonstration activities. The demands of new reforms created under ACA, specifically Section 3021, have redefined the way CMS approaches and conducts research activities and demonstrations affecting Medicare, Medicaid, CHIP, and uninsured populations. The role of state and private sector payers was also redefined as many of the new models created under ACA include multiple payers working in collaboration with CMS to reform the care delivery system. Purpose of the IDIQ: The purpose is to develop a Research, Measurement, Assessment, Design, and Analysis (RMADA) IDIQ to respond to expanded needs of the Patient Protection and Affordable Care ACT (ACA) and Health Care reform ACT (HCERA). The work awarded under the RMADA will involve the design, implementation and evaluation of a broad range of research and/or payment and service delivery models to test their potential for reducing expenditures for Medicare, Medicaid, CHIP, and uninsured beneficiaries while maintaining or improving quality of care. The models and demonstrations that will be performed under this IDIQ can move from design to announcement, then to implementation in less than a year. These models and demonstrations can be scaled without Congressional approval if programs can demonstrate cost savings while maintaining and improving quality. The models and demonstrations are highly visible and are tightly integrated with other programs. The contractors should provide support personnel who possess a wide-range of health care and health policy expertise, multi-disciplinary staff, and be able to adequately staff multiple large scale models at the same time. Scope of Work: Within each task, the activities may be phased to allow for completion of one before starting another or the activities may be concurrent (to be defined at task order level). I. Model Design: A. Identify problem and opportunity to address (business case) 1. Conduct Literature review, evidence assessment, environmental scan, and market research; 2. Acquire and analyze data; 3. Meet with subject matter experts; 4. List of intervention choices: Identify specific intervention strategies, benefits, financing options, etc. 5. Assess the evaluability of the options. 6. Analyze Return on Investment (ROI) for different options. B. Develop Innovation Center Concept Brief (a.k.a., ICIP Lite) 1. Develop Specific Model Design & Operational Features - What is being tested, by whom, where, how long, and why? 2. Identifying beneficiary population and target geographic locations and options for CMS consideration 3. Identifying provider populations 4. Identify specific intervention strategies, benefits, and/or financing changes 5. Identify payment operational requirements and strategies 6. Identify data operational requirements and collection strategies 7. Identify quality performance strategies and metrics 8. Identify awardee base data reporting requirements 9. Identify preliminary learning and diffusion strategy and drivers 10. Identify preliminary actuarial and scaling strategies 11. Design and perform simulations (repeated); 12. Develop preliminary evaluation approach C. Draft & Final Innovation Center Investment Proposal (ICIP), Funding Opportunity Announcement (FOA) or solicitation - budget & policy clearance II. Solicit A. Provide support to CMS in all aspects of administering the solicitation/application/requests for proposal (used interchangeably) process, including developing business requirements and implementing a web-based application process, providing support/help B. Assist CMS with the review process, including developing a scoring rubric/methodology to assign scores to proposals, identifying, training, and convening reviewers/technical expert panels, collecting their scores, and providing them with technical assistance. C. Conduct readiness review and vet potential participants for program integrity related issues D. Assist CMS in developing briefing materials and decision memos regarding recommendations for selection for participation in models/demonstrations E. If needed, revise waiver cost estimates or financial models to include in clearance package. III. Build, Run & Evaluate A. Build 1. Orientation/ongoing technical assistance to model participants selected to test the payment and/or service delivery intervention(s) 2. Develop and Prepare Initiative-Specific Standard Operating Procedures & Programmatic Protocols (i.e. payment administration, marketing, grievances and appeals, stakeholder input) 3. Develop operational requirements and systems for enrollment/attribution, including developing outreach strategy/materials, claims algorithms, etc.,; maintain master enrollment list of beneficiaries (comprehensive and point in time) 4. Maintain master list of provider participants, including managing provider composition changes (comprehensive and point in time) 5. Develop operational requirements and systems for sharing data, including processes for administering data use agreements 6. Develop operations for calculating and administering various types of payments, including care management fees, incentive payments, shared savings 7. Develop process for responding to beneficiary/provider inquiries 8. Create/maintain systems for collecting performance data 9. Develop operational requirements for monitoring 10. Maintain critical systems of record B. Run 1. Administer beneficiary enrollment/attribution process and maintain master enrollment list of beneficiaries (comprehensive and point in time) 2. Maintain master list of provider participants, including managing provider composition changes (comprehensive and point in time) 3. Calculate and process various types of payments 4. Create and share data, as applicable, with model participants 5. Respond to beneficiary/provider inquiries 6. Refine the model/demonstration 7. Conduct routine and ad hoc program monitoring activities, including compliance with terms and conditions of the model 8. Create and produce monitoring reports C. Evaluate 1. Preliminary Evaluation Design a. development of a framework, including specification of testable research hypotheses, and programmatic and policy process and outcome measures of interest b. development of detailed and comprehensive overview of the methodological and analytical steps, including identification of methodological and statistical analytic techniques to be used c. determination of data needs and approach to obtaining data d. develop methodologies and execute calculations for financial and payment simulations in support of the model design and evaluation 2. Conduct evaluations: a. Creation of Primary Data Collection Materials b. Obtain CMS and/or State data c. Conduct Primary Data Collection Activities, including collection of participant submitted data, site visits, focus groups, surveys, and interviews d. Carry out all qualitative and quantitative analyses of primary and secondary data necessary to address the research and/or evaluation questions in accordance with the approved design plan e. Create and produce quarterly or monthly reports for CMS f. Create and produce quarterly feedback reports for model participants g. Create and produce annual reports for CMS h. Create and produce Final report for CMS i. Conduct evaluative support for operations, L&D and scaling D. Learning & Diffusion 1. Development and execution of a results-oriented learning system including development of aims, key drivers, change strategies and measures 2. Provide support to program participants using new and innovative techniques to devise and test changes using principles of improvement science 3. Development of learning networks, where appropriate 4. Identifying and meeting with subject matter experts and other stakeholders 5. Developing a topic list/curriculum, and developing or identifying tools and resources for peer-based learning 6. Supporting peer-based learning activities: convening, conducting, leading and/or participating in dialogue with participants in various formats, including site visits, conference calls, meetings, webinars, etc.; 7. Supporting and/or developing web-based collaborative learning environments and technologies to facilitate information sharing 8. Measuring participants' progress toward achieving the program's aim 9. Identifying best practices, and developing strategies to spread innovations across larger areas IV. Scale & Close Out A. Close out activities: 1. Develop and prepare Interoperability transition Document- (In the event of successful CMMI projects where key programmatic and operational features are determined to be useful for future permanent Medicare/Medicaid program changes, a planning document w 2. TA and oversight in support of close out, 3. Prepare and/or assisting in development of model and/or research project transition or phase-out plans; 4. Identify best practices, and develop strategies to spread innovations across larger areas B. Actuarial analysis & Scaling to National Implementation 1. Prepare Actuarial Certification Project Summary, documents, and Reports 2. Support CMS Actuarial Certification Review Process and Secretary Approval 3. Final Plan to transition and Implement model to Scale 4. Final Report upon Project Completion Labor Category Qualifications: This work may require the expertise of multi-disciplinary staff including, but not limited to, economists, actuaries, statisticians and biostatisticians, epidemiologists, health policy analysts, health services researchers, and other social scientists; physicians, pharmacists, and other clinical professionals; and systems analysts and programmers. The following areas are among those in which key staff and personnel working on this Task Order are expected to have relevant qualifications, experience, expertise, knowledge, and skills: 1. Research Methods and Design • Capacity to develop high-quality, complex, multisite evaluation designs • Capacity to execute high-quality, complex, multisite evaluations • Creativity in addressing specified tasks • Creativity in the selection and design of research • Ability to assist in demonstration site selection • Ability to prepare demonstration and/or project phase-out plans • Experience with data quality assurance and control • Experience in the development, analysis, implementation, and/or evaluation of health care financing research • Experience preparing "waiver" cost estimates and other actuarial estimations. 2. Primary Data Collection • Ability and experience in design, development and administration of data collection instruments including any necessary pilot testing • Capacity to conduct surveys, focus groups, stakeholder interviews, environmental scans, case studies, literature reviews, policy analyses and/or site visits and to process and analyze data obtained from these primary data collection methods with Medicare/Medicaid beneficiaries and health care providers. • Experience conducting surveys with diverse respondents including physicians, hospital administrators, nursing facility administrators, other health care payors and providers, Medicare/Medicaid beneficiaries and achieving a high response rate 3. Secondary Data Collection • Capacity to process and analyze Medicare/Medicaid administrative, claims and encounter data, knowledge of the capabilities and limitations of these data, and experience computing measures and deriving samples relevant to a project with a minimal amount of CMS support and guidance • Ability to use Medicare and Medicaid claims data to characterize expenditures and patterns of care among beneficiaries • Ability to link and analyze multiple types of Medicare and Medicaid claims data. • Experience in identifying additional key data needs and developing secondary data collection materials and protocols • Ability to directly access CMS administrative data through the CMS data infrastructure. 4. Statistical Analysis • Extensive knowledge of relevant methodologies and statistical design including the creation of subsamples, comparison groups, and case mix groups • Capacity to conduct qualitative and quantitative analyses, including complex multivariate analysis, using software packages such as SAS and STATA. • Creativity in the selection, design, and prioritization of the various data analyses and their potential utilization • Creativity in interpretation/insight • Experience in completion of planned statistical methods and analyses • Experience evaluating Medicare and Medicaid demonstrations and/or simulations • Experience analyzing CMS risk adjustment data • Experience with relevant statistical methodological approaches and theories • Ability to carry out and properly interpret statistical results using appropriate methodological approaches 5. Information Technology • Experience with data entry, storage and creation of analytic files • Experience with applicable statistical programs and programming languages • Develop functioning and HIPAA compliant information systems and software • Knowledge of web design, business intelligence tools, and other information technologies • Experience in development of applications in compliance with federal requirements, including experience with CMS requirements and lifecycle processes 6. Subject matter Expertise • Knowledge of CMS policies, regulations, and governing statutes • Knowledge of the Medicare and Medicaid programs and their current and historical coverage policies and payment mechanisms • Knowledge of the characteristics and health care needs of Medicare and Medicaid beneficiaries • Knowledge of chronic care and disease management models. • Familiarity with the health care management of Medicare and Medicaid beneficiaries, particularly those with complex medical conditions who see multiple providers in a variety of care settings • Knowledge of economics theory as it relates to payment and incentive structure • Knowledge of private sector insurance programs and payment models • Knowledge of risk adjustment methodologies • Knowledge of Medicare and Medicaid managed care enrollment and disenrollment issues • Knowledge of the characteristics and health care needs of Medicare and Medicaid beneficiaries • Knowledge of the Medicare Advantage Program and its relationship to and with the Medicare fee-for-service program, and of the various state managed care plans and their relationship to Medicaid fee-for-service. • Understanding of the organization and structure of the U.S. health care delivery system • Knowledge of the advanced fields of CMS health care innovation initiatives: e.g., patient-center medical homes (PCMH); advanced primary care (APC); Pioneer Accountable Care Organizations, State Innovation Model, Duals Demonstration, and Bundled payment programs. • Understanding of how the various health care programs and reform initiatives differ from one another and how these differences affect the design of the evaluation • Familiarity with the organization, structure, operations, and resources of primary care practices in general and specific to health care design practices • Knowledge of pharmacy benefit design and medication therapy management programs in the private and public sectors and demonstrated experience in evaluating those programs • Capacity to provide technical assistance or training for demonstration sites and/or other groups or individuals • Understanding of the health and health care needs of special needs populations, including poor, uninsured, disabled, ESRD, HIV/AIDS, and minorities • Sufficient depth and breadth of specialized knowledge to enable the timely accomplishment of multiple, simultaneous task orders 7. Communication • Ability to communicate complex ideas clearly and concisely • Experience participating in the development of conferences, seminars, or workshops and making presentations at these events • Capable of effectively communicating with individuals representing various professional disciplines and service providers • Demonstrated ability to forge consensus, make good decisions, and collaborate closely with partners • Ability to communicate complex ideas clearly and concisely 8. Report writing and Synthesis • Ability to develop options or issue papers with interim and final reports • Experience preparing Paperwork Reduction Act (PRA) packages • Experience developing conference materials • Experience preparing papers and articles in order to disseminate findings 9. Management and Coordination • Ability to complete work in a timely manner and to control costs • Experience in controlling and coordination project workflow to assure timely and successful conduct of all task orders • Experience meeting with government and non-government groups • Experience in the management and direction of large-scale research projects 10. Project Specific Technical Skills and Abilities • Demonstrate a substantive understanding of the scope, complexity, and requirements associated with a project, as described in the Statement of Work (SOW) • Make a clear and concise presentation of the technical approach chosen • Be responsive to all aspects of the associated RTOP • Demonstrate the ability to comply with specific requirements stated in the SOW and Technical Proposal instructions 11. Learning Networks • Ability and experience to develop shared learning activities for award recipients, research participants, and stakeholders • Skilled in improvement science and tools • Ability to use adult collaborative learning principles and methods • Knowledge management • Change package development Response Requirements: Each firm's capability statements that are submitted in response to this Sources Sought Notice, must demonstrate the capability of performing all four tasks that are listed under the Scope of Work. Each firm shall demonstrate in its capability statements that it can meet the following items listed below: • Please provide a statement regarding your firm's interest in performing as a prime contractor or a subcontractor on this requirement? • Please provide in percentage how much of the work your firm complete as described in the sample PWS and how? o If a subcontractor will be performing a portion of the work, please provide the information in the attached chart: • If the Prime contractor is going to rely on a subcontractor to perform a portion of the work, how will the Prime contractor manage the subcontractor's performance? Please describe as a Prime contractor how you would demonstrate this capability. • Efforts could have a period of performance that could span up to ten years. How will the contractor handle longevity, if projects were to have a period of performance of ten years? • Can the firm demonstrate its understanding/expertise leading the development of highly visible, complex models that require tight integration with other types of health programs? • Can the firm demonstrate experience/capability with shared learning in the health sector? • Can the firm demonstrate the ability to deliver results on many facets of a model lifecycle under a tight time frame? • Please provide the business information outlined below. 1. Company Name 2. DUNS 3. Company Address. 4. Company Point of Contact, phone number and email address 5. Type of company under NAICS: 541720, as validated via the Central Contractor Registration (CCR). Additional information on NAICS codes can be found at www.sba.gov. All offerors must register on the CCR located at http://www.sam.gov 6. Please provide socioeconomic status if the firm is small business as outlined on www.sba.gov. 7. Documentation showing an audit of the contractor's accounting system showing the system is acceptable to conduct cost-type contract work (if such an audit has been done or can be obtained by the time of award). 8. Point of Contact, phone number and email address of individuals who can verify the demonstrated capabilities identified in the responses. Teaming Arrangements: Entities seeking to respond to this notice as a team or to rely on subcontractors to perform any portion of the work must include the above-requested information and certifications for each entity on the proposed team or each proposed subcontractor. The contractor and any subcontractors must not have any relationships or arrangements through business operations or its employees that could be considered as possibly lessening the company's objectivity concerning any aspect of the proposed tasks. If such relationships or arrangements exist, contractors or subcontractors shall be required, during the procurement process (if one occurs), to identify potential conflicts of interest and discuss how the conflicts will be addressed and mitigated. This sources sought is for information and planning purposes and is not to be construed as a commitment by the Government. This is not a solicitation announcement for proposals and no contract will be awarded from this announcement. No reimbursement will be made for any costs associated with providing information in response to this announcement or any follow-up information requests. Respondents will not be notified of the results of the evaluation. All information submitted in response to this announcement must arrive on or before the closing date. All capability statements can be submitted via e-mail to the point of contact listed below. Responses must be submitted not later than April 16, 2013 10:00am (EST). Responses shall be limited to 16 pages (2 pages per bullet point under the Response Requirements Section). Capability statements will be reviewed assessed prior the government issuing the final presolicitation notice. The government will not be responding to vendors in relation to information received and vendors are advised to not share proprietary information in response to this capability statement. Vendors are advised that the issuance of this notice does not obligate the government to cover any costs for submission in response to this announcement. Documentation should be sent to: Laurie Lloyd CMS APP131181@CMS.HHS.gov
 
Web Link
FBO.gov Permalink
(https://www.fbo.gov/spg/HHS/HCFA/AGG/APP_131181/listing.html)
 
Place of Performance
Address: 7500 Security Blvd, Baltimore, Maryland, 21244, United States
Zip Code: 21244
 
Record
SN03025479-W 20130403/130401234604-d01c02651b8cc875eda38a2568ca33ef (fbodaily.com)
 
Source
FedBizOpps Link to This Notice
(may not be valid after Archive Date)

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