**[Statement of Work and Delivery Schedule]{.underline}**

**A. [Background Information]{.underline}**

> Homelessness in the U.S. continues to be a social problem as well as a
> major public health concern. Approximately 2.1 million adults and 1.3
> million children experience homelessness in any given year (Burt,
> M.R., Aron, L.Y., Lee, E., & Valente, J. \[2001\]. *Helping America's
> homeless: Emergency Shelter or Affordable Housing?* Washington, DC:
> The Urban Institute Press). In 2004, the Council of Mayors reported
> that 23% of the requests for emergency shelter went unmet (NAEH,
> 2005). Individuals with serious mental illness and/or substance use
> disorders are at particularly high risk, experiencing homelessness
> more often and for longer periods than other subgroups. The individual
> and societal costs of homelessness are profound and demand targeted
> and informed strategies for preventing and ending homelessness.
>
> This Statement of Work (SOW) includes activities related to more than
> one (1) line item in the Substance Abuse and Mental Health Services'
> (SAMHSA) Center for Mental Health Services (CMHS) budget. It will be
> imperative that the Contractor implement internal controls to provide
> assurance that funds are spent for the designated purpose. The
> Contractor will be required to maintain an accounting system for each
> budget line item included in the contract. Proper accounting of funds
> is included in the performance review of this contract.
>
> SAMHSA must continue to excel in its leadership role to assure the
> success of the Administration's goal of ending chronic homelessness by
> 2012, especially for people with mental or substance use disorders.
> SAMHSA is committed to ensuring the transformation goals of states'
> mental health service systems are met. These goals, outlined in the
> National Policy Academy (2003 through 2006) strategic planning process
> must be realized through the implementation of those multi-year plans.
> The Corporation for Supportive Housing has stated, "It is crucial that
> the federal government ensure that these efforts \[to end chronic
> homelessness by 2012\] are coordinated with essential targeted federal
> programs, like McKinney-Vento grants, as well as 'mainstream' programs
> such as Section 8, CDBG, and safety net resources, including
> Medicaid." In order to continue to provide States, and communities
> with innovative support and assistance, the Homeless Programs Branch
> (HPB) of the Division of Systems and Services Improvement (DSSI),
> CMHS, will develop an innovative National Resource Center on
> Homelessness (NRCH). The NRCH will rely on technology and imaginative
> support services to promote the agenda of the States' Strategic Plans
> to end Homelessness and to move those plans towards implementation.
> This will require an NRCH that is focused on working in collaboration
> with States and communities to provide innovative solutions to
> implementation barriers that hamper State realization of strategic
> goals and agenda.
>
> The NRCH must spearhead the dissemination of best practices and
> policies not yet implemented in the field through training and TA
> (TA). The NRCH will also coordinate the synthesis of knowledge on
> emerging issues in Homelessness; convening expert
>
> panels; developing of state-of-the-art policy papers; and developing
> workforce-related curricula, training, and manuals.
>
> The NRCH is envisioned as a collaborative effort, led by a steering
> committee made up of public, private and consumer entities. The NRCH
> will focus on providing States the assistance they need to implement
> their multi-year strategic plans to end chronic homelessness.

The HPB, CMHS, serves as a lead within SAMHSA and the Department of
Health and Human Services (DHHS) for administering programs and
interdepartmental initiatives that meet the treatment, support service,
and housing needs of persons who are homeless with serious mental
illnesses and/or co-occurring substance abuse disorders. The HPB has
initiated a broad array of service delivery, knowledge development and
application, TA, and national leadership projects to assist States and
localities in meeting the needs of this population.

> As part of the Fiscal Year 1991 reauthorization of the Stewart B.
> McKinney Homeless Assistance Act, the President signed legislation
> creating the Projects for Assistance in the Transition from
> Homelessness (PATH) formula grant program. The PATH program provides
> funds to each State, the District of Columbia, Guam, American Samoa,
> the Commonwealths of Puerto Rico and the Northern Mariana Islands, and
> the Federal Territory of the Virgin Islands for the provision of
> services to individuals who have serious mental illnesses, or
> co-occurring serious mental illnesses and substance use disorders, and
> who are homeless or at imminent risk of becoming homeless (hereafter
> referred to as the "Client Population").
>
> Eligible services to be provided under PATH include: outreach
> services; screening and diagnostic treatment services; habilitation
> and rehabilitation services; community mental health services; alcohol
> or drug treatment services; staff training; case management services;
> supportive and supervisory services in residential settings; referrals
> for primary health services, job training, and educational services;
> and relevant housing services. In addition, to improve coordination of
> services and housing for the target population, a limited set of
> housing services may be funded.
>
> Among the provisions of the PATH legislation is the requirement that
> the Secretary of DHHS, "...provide TA to eligible entities in
> planning, developing, and operating programs\...". This contract will
> constitute the implementation of this statutory requirement. "Eligible
> entities," in this instance, are the 56 State and Territorial mental
> health authorities that receive formula grant funds under the program.
> Each State/Territory has designated a primary contact person
> responsible for operation of the PATH program. This person is referred
> to as the State PATH Contact.
>
> Overall, this contract is intended to support the HPB by developing a
> National Resource Center on Homelessness. The goal is to enhance the
> quality of life for homeless people with mental illness and
> co-occurring substance abuse disorders by encouraging the field to
> provide housing, treatment and appropriate supportive services, and to
> help end chronic homelessness.

**B. [Objectives]{.underline}**

The objectives of this contract are to:

-   Establish a National Resource Center on Homelessness (NRCH);

-   Assist the HPB in transforming existing systems of care to better
    address homelessness;

-   Create a learning community between stakeholders that will foster an
    environment of change and stimulate service system improvement;

-   Convene a Steering Committee made up of public, private and
    consumer-based representatives to draft a strategic plan for the
    first three (3) years of the NRCH;

-   Propose innovative solutions to promote the 10-year strategic plans
    developed by the States during recent Policy Academies to end
    Chronic Homelessness and to ensure the successful implementation of
    those plans.

-   Update and maintain a national database of literature in the field;

-   Establish and maintain a toll-free "800" number for responding to
    information requests;

-   Maintain a website on homelessness;

-   Organize, provide logistic support and conduct annual PATH meetings
    and a biennial national training conference on homelessness;

-   Provide logistic support and implement workshops and trainings;

-   Provide TA for services and systems improvement;

-   Develop training materials;

-   Develop curricula to support homeless services' workforce. (i.e.,
    providing online credentialed coursework, obtaining SAMHSA
    clearances, as necessary, developing web enabled coursework,
    maintaining the site, providing web-trends data, and providing an
    interface for the field with various credentialing organizations);

-   Prepare OMB clearance package, including: preparing, submitting, and
    revising (as necessary) an OMB clearance package that will ensure
    that the evaluation satisfies the requirements of the Paperwork
    Reduction Act.

-   Provide support to the HPB to identify emerging individual and
    systems issues pertaining to people who are homeless and who have
    serious mental illness and substance use disorders;

-   Synthesize existing knowledge and information (e.g., research, best
    practices) and disseminate to the service providers, policy makers,
    and research communities;

-   Assist States/Territories and local provider entities to adopt
    evidence based, exemplary, and promising practices and improve the
    effective implementation of the PATH program; and,

-   Analyze PATH Data and Report Results, including: preparing analytic
    data files; writing statistical programs; statistically analyzing
    data; conducting literature searches; writing and editing technical
    reports and related products; developing written and oral
    presentation materials; responding to a variety of requests for
    information with quick turnaround times; providing consultation on
    statistical and analytic methods; and presenting information about
    the project to a variety of audiences, both orally and through
    written materials.

**C. [General Requirements]{.underline}**

######### All reports under this contract shall be produced using Microsoft Word and forwarded to the Government Project Officer (GPO) and Contracting Officer (CO) by e-mail, and one (1) hard copy using USPS rather than a more expensive alternative.

1.  Telecommunications Services: The Contractor will be assisted by the
    GPO in using the appropriate Federal procedures for the initiation
    and use of the Government mandated FTS-2001 Service. Working with
    the Contractor, the Division of Operational Support (DOS), in
    coordination with the Division of Management Systems-Information
    Technology Team (DMS-IT), will coordinate the installation of the
    FTS-2001 Service at the Contractor site.

2.  **SAMHSA/DMS-IT GUIDELINES:** The Contractor shall use software that
    meets SAMHSA guidelines. Specifically, the system(s) must be
    PC-compatible, operate in a Windows environment, and use Microsoft
    Office Suite (Word; Excel; PowerPoint; and Access), PowerBuilder or
    other software consistent with SAMHSA/DMS-IT standards. The
    Contractor shall at all times maintain compliance with current
    DMS-IT standards, which may change over the duration of this
    contract. Any deviation from the SAMHSA standard should be
    negotiated with DMS-IT prior to contract award.

3.  **IT Plan:** The Contractor shall prepare an IT Plan that includes
    the Design, Development, Implementation, and Maintenance for all IT
    Applications. The IT Plan should include functional requirements
    (e.g., data, workloads, user interface, reliability, security, and
    maintenance), technical requirements (e.g., hardware, software, and
    telecommunications) and operational and other requirements. It
    should also include major IT milestones and implementation dates of
    the project. The draft and final IT Plan shall be submitted as a
    deliverable to the TOO and the DMS-IT for review and approval within
    one (1) month of the contract effective date (CED).

4.  **IT Security Plan:** In compliance with SAMHSA POLICY DMS-IT
    02-01\--Establishment of the SAMHSA Automated Information Security
    Program (AISP)\--the Contractor shall prepare an IT Security Plan
    that includes a control process to ensure that appropriate
    administrative, physical and technical safeguards are incorporated
    to all new IT Applications and significant modifications. The
    Contractor shall comply with the IT Application(s) security
    requirements needed for the project as set forth in the SOW and
    applicable portions of the DHHS Automated Information Systems
    Security Program (AISSP) Handbook. The Contractor further agrees to
    include this provision in any subcontract awarded pursuant to the
    prime contract. The draft and final IT Security Plan shall be
    submitted as a deliverable to the GPO and the DMS-IT for review and
    approval within one (1) month of the CED.

5.  **Adherence to SAMHSA Internet/Web Policy:** The Contractor shall
    follow all SAMHSA Internet/Website Policy. Any development and
    production of Internet/Web applications, including Intranets and
    Extranets, shall comply with SAMHSA policy and procedures. These
    policies and procedures cover web sites, web page linkages, and web
    development; and agency programmatic, concept, and technical
    clearances. All new contracts or modifications to existing contracts
    involving Internet/web sites shall require Programmatic and Concept
    Clearance from SAMHSA's Office of Communications (OC) and IT
    Clearance from the DMS-IT. Any new public web sites created by the
    Contractor shall become part of the SAMHSA website. Applications
    development may be accomplished on the Contractor\'s server.
    Production versions must reside on the SAMHSA/DMS-IT server.

6.  **SAMHSA's Website Privacy Policy:** Each page of the web site,
    including the front or home page, must include a link to SAMHSA\'s
    Website Privacy Policy (found at
    [htttp://www.samhsa.gov/about/content/privacy.htm](http://www.samhsa.gov/about/content/privacy.htm)).
    DHHS and SAMHSA policy does not allow for persistent cookies on any
    SAMHSA or SAMHSA-funded web sites. In addition, any forms on the
    site that will ask users to enter personal information must first be
    approved through SAMHSA channels.

7.  **Internet Site Migration Plan:** The Contractor shall plan for,
    facilitate, and expedite the migration of all production (as opposed
    to development) web sites from the Contractor\'s web site to the
    SAMHSA web site. The Contractor shall prepare a plan that includes
    the design, development, implementation, maintenance, and migration
    from the vendor\'s web site to the SAMHSA server. The Internet Site
    Migration Plan should include functional requirements, technical
    requirements, and operational and other requirements. It should also
    include major milestones and implementation dates of the project,
    including the migration phase. The draft and final Internet Site
    Migration Plan shall be submitted as a deliverable to the GPO and
    the DMS-IT for review and approval.

8.  **Cost Effective Methods**: Throughout this contract, unless
    otherwise specified, the Contractor is encouraged to use the most
    cost effective means to access the necessary topical and knowledge
    application experts to assist in carrying out contract tasks. This
    includes the use of alternatives to in-person meetings, such as
    conference calls, teleconferences, faxes, and Internet transmission
    of materials and receipt of expert input.

9.  **Rights in Data**: All data tapes, diskettes, and CD ROM devices,
    customized computer software, screens, and formats, editing
    software, software to prepare tables, all other computer tapes,
    diskettes and records, word and data processing disks, training
    and/or user manuals, needed to carry out the tasks required under
    this contract are the property of the Government unless otherwise
    specified.

10. All reports and materials produced under this project shall be the
    property of the Federal government, which includes SAMHSA. SAMHSA
    may utilize, print, or disseminate such material without further
    charge.

11. **Project Management**: The Contractor is expected to maintain such
    internal policies and procedures as may be required to ensure the
    smooth operation of a project of this scope and complexity,
    including such training materials as may be necessary to introduce
    new Contractor or subcontractor employees to the project. The
    Contractor is expected to maintain an internal quality control
    process that assures that products and reports developed under the
    contract consistently meet contract objectives. While these
    policies, procedures, and materials are not deliverables under the
    contract, the Contractor is expected to make them available for
    inspection upon the request of the GPO or CO.

12. **All material for the NRCH and the PATH program shall be separated
    so that all activities in this contract are obviously named and
    dated as either NRCH or PATH. This contract will have Co-GPO's: One
    GPO for Tasks 1-8 (NRCH), and another GPO for Task 9 (PATH). Federal
    staff responsible for monitoring this contract must be able to
    separate the activities and costs associated with the activities of
    the PATH program due to legislative constraints of the Stewart B.
    McKinney Homeless Assistance Act. All PATH work (Task 9) will be
    directed by the designated GPO for Task 9.**

####  {#section .unnumbered}

#### D. [Specific Requirements]{.underline} {#d.-specific-requirements .unnumbered}

> The Contractor shall fulfill the objectives of this contract by
> performing the following tasks:
>
> **Task 1.0 Contract Startup**
>
> **Task 1.1 Startup at Beginning of Contract:**
>
> The Contractor shall coordinate an orderly transition of the project
> from the previous contractor during the time between award of this
> contract and expiration of the previous contract, for which the final
> option period is scheduled to end on September 30, 2006. The
> Contractor shall:

1.  aAt the Contracting Officer's discretion, participate in five (5) or
    more meetings with the contractor that currently holds the contract
    for the National Resource and Training Center on Homelessness and
    Mental Illness to effect a smooth transition and to receive detailed
    information on the operation.

2.  eEnsure receipt from the Contractor or SAMHSA of complete
    documentation and all government furnished property, the library
    (the knowledge database), hardware, software, materials and data
    necessary to support continuation of full services, capabilities and
    outstanding technical and related work inherited from the previous
    Contractor, and promptly notify the GPO of any omissions or
    deficiencies; and

3.  Ensure that, during a three (3)-week transition period, the new
    Contractor's personnel receive training from the previous
    Contractor's senior personnel in all system operation and
    maintenance functions.

**Task 1.2 Turnover at End of Contract**

> The Contractor shall provide, no later than the eighth month of the
> final performance period, one (1) electronic copy and one (1) hard
> copy of plans for transfer of the project to the GPO and the CO, as
> well as the new Contractor. If necessary, the Contractor shall
> initiate transition activities sixty (60) calendar days prior to the
> expiration of the contract.
>
> These activities include:

-   providing continued full service to the customers of the NRCH;

-   at the Contracting Officer's discretion, participating in five (5)
    or more meetings with the new Contractor to effect a smooth
    transition and provide detailed information on the operation of the
    NRCH, as it transitions to the new contractor;

-   providing complete documentation and all hardware, software,
    materials and data produced or acquired (including the library or
    knowledge database) with contract funds, or under the Contractor's
    control as Government Furnished Property or Materials, and turn it
    over to SAMHSA or the new Contractor in good condition;

-   during a three (3)-week transition period, the Contractor's senior
    personnel shall train the new personnel (Contractor or government)
    in all system operation and maintenance functions; and

-   performing appropriate closeout of all outstanding technical and
    related work.

> Unless the underlying data used in the selected study analysis are
> leased or proprietary, analytic files (where source files are reduced
> in volume and tailored to specific analyses), data analytic programs
> and the results produced under the auspices of this project shall be
> the property of the federal government. If State data are used, the
> federal government will collaborate with the participating States in
> planning, carrying out and disseminating the results of such analyses.
>
> All information and materials, including data, developed under this
> contract are the property of the government and shall be delivered as
> part of the turnover at the end of the contract. No information
> developed under this contract shall be released by the Contractor
> without the written permission of the government.
>
> **Task 1.3: Kick-Off Meeting**
>
> Within two (2) weeks of the CED, the Contractor and key personnel
> shall meet with the GPO and other relevant Government staff to discuss
> the administration of the contract and content of the work plan. The
> purpose of this meeting is to review and outline the goals,
> objectives, and anticipated outcomes of the contract activities and to
> ensure that all activities are responsive to the work plan.
>
> At this first meeting, the Contractor shall submit a draft work plan
> for conducting all tasks associated with the successful performance of
> the contract in Year 1.
>
> At a minimum, the work plan must include:

-   All proposed activities outlined in Tasks 2-9 below (including
    staffing plans and timetables);

-   A detailed plan for the knowledge database that identifies source
    materials and describes how materials will be compiled;

-   A detailed plan of the arrangements to be completed for the National
    Training Conference to be held in 2007;

-   A detailed plan of the development of curricula and web development;

-   A process that assures that products developed and activities funded
    through the contract will be culturally competent;

-   A detailed plan to disseminate exemplary practices;

-   Samples of products and a plan marketing the National Resource
    Center on Homelessness;

-   A process for coordinating the work of this contract with other
    related SAMHSA contracts, including the Chronic Homelessness
    Initiative TA contract, the Policy Academy on Chronic Homelessness
    TA contract, and the DSSI's Knowledge Synthesis, Documentation and
    Marketing contract. This coordination shall include, but not be
    limited to, sharing of conference plans and distribution of written
    documents in order to avoid duplication of efforts.

> Within two (2) weeks after receiving comments from the GPO, the
> Contractor shall revise the work plan and re-submit it to the GPO for
> final review and approval.

#### Task 1.4: Develop Work Plan for Option Years {#task-1.4-develop-work-plan-for-option-years .unnumbered}

> Six (6) weeks prior to the contract expiration date, the Contractor
> shall submit to the GPO a draft work plan for the upcoming option
> year. The purpose of the work plan is to ensure that it is responsive
> to the needs of the field during the next option year. Within two (2)
> weeks after the beginning of the new option year, the Contractor shall
> meet with the GPO to discuss the work plan. The work plan for the
> option years shall follow the template of the work plan for the base
> year. Within two (2) weeks after GPO review of the work plan for that
> option year, the Contractor shall revise the plan and deliver it to
> the GPO. The same procedure shall be followed for all subsequent
> option years of the contract.
>
> **Task 1.5: Meetings with GPO**
>
> In the first six (6) months of the contract, the Contractor shall
> participate in weekly meetings (either face-to-face or via conference
> call) with the GPO and other relevant SAMHSA staff. The GPO will
> determine the 'mode' of the meeting, including whether all relevant
> subcontractors (if applicable) are to attend or call in. The purpose
> of these meetings is to discuss current contract activities, briefly
> review progress made on completion of contract tasks, and identify and
> discuss emerging challenges. After the first six (6) months, the
> Contractor shall participate in bi-weekly meetings at the discretion
> of the GPO. The Contractor shall coordinate all logistical
> arrangements for conference calls.

#### Task 1.6: Biannual Meetings {#task-1.6-biannual-meetings .unnumbered}

> The Contractor shall participate in meetings every six (6) months with
> the GPO and other relevant SAMHSA staff, at the discretion of the GPO.
> The purpose of these meetings is to discuss current contract
> activities, review progress made on completion of contract tasks, and
> develop relevant action plans for troubleshooting and emerging
> challenges.

####  {#section-1 .unnumbered}

#### Task 1.7: Monthly Reports {#task-1.7-monthly-reports .unnumbered}

> The Contractor shall submit monthly reports by the 10^th^ day of the
> following month (e.g., the January Progress Report is due no later
> than February 10^th^). If the 10^th^ falls on a weekend or holiday,
> then the reports shall be due the next business day. The reports must
> include a summary of activities in the preceding month by task,
> including web-trend summary statements for the web site, summary of
> additions to resource database with abstracts, any concerns/problems
> related to the project, proposed recommendation(s) to address or
> resolve the problem (or actions already taken to resolve the problem),
> and work anticipated in the coming months. As a separate and distinct
> part of each monthly report, the Contractor shall prepare and deliver
> accurate financial reports of actual and expected expenditures, and a
> by-name roster of all Contractor personnel assigned to the contract,
> with labor hour category and unloaded hourly wage/salary rates. The
> Contractor shall keep the National Resource funds separate from the
> PATH funds and both shall be reported separately and billed separately
> in each month.
>
> **Task 1.8: Quarterly Budget Report**
>
> No later than two (2) weeks following the end of each contract
> quarter, the Contractor shall submit to the GPO two (2) budget
> projections: one for the NRCH (Tasks 1-8) and one for PATH (Task 9).
> These budgets will show the contract amount, the expenditures to date
> on each task, the categories of those expenditures, the balance
> remaining, and a projection of how the remaining funds will be spent.
>
> **Task 1.9:** **Annual Reports**
>
> Two (2) weeks after the end of each contract year, the Contractor
> shall submit a draft annual report to the GPO for review and comment.
> The report must summarize the results of the activities that were
> conducted during the performance of the contract, including problems
> encountered and their solutions. The Annual Report must also include
> an Annual Budget Report as part of the Final Annual Report summarizing
> all costs across all quarters of the contract for the contract year.
> The Contractor shall incorporate any edits from the GPO into the final
> report. The Contractor shall submit one (1) copy electronically and
> one (1) hard copy of the final report to the GPO for approval and to
> the CO, within two (2) weeks after GPO approval of the draft report.
>
> **Task 1.10:** **Final Report**
>
> Four (4) weeks prior to the contract expiration date, the Contractor
> shall submit a draft final report to the GPO for review and comment.
> The report must summarize the results of the activities that were
> conducted during the performance of the contract, including problems
> encountered and their solutions. The report must also include the
> financial report for the entire contract \-- summarizing costs,
> identifying all subcontractors, and a summary (by task) of costs per
> year and cumulatively. The Contractor shall incorporate any edits from
> the GPO into the final report. The Contractor shall submit one (1)
> electronic and one (1) hard copy of the draft and final report to the
> GPO for approval and to the CO, within two (2) weeks after GPO
> approval of the draft report.
>
> **Task 1.11:** **Annual Advisory Steering Committee Meeting**
>
> The Contractor shall convene an advisory steering committee composed
> of Federal, state, private and consumer representation with expertise
> and interests in the Homelessness arena. The committee fosters
> communication and collaboration among the Federal Agencies in
> collaboration with private sector organizations, and consumer groups.
>
> **Task 1.11.1** **Advisory Steering Committee Membership**
>
> Advisory Steering Committee Membership is structured to ensure the
> inclusion of the viewpoints of those populations, and the families who
> have experienced homelessness. Membership will be at the discretion of
> the GPO, and may include representatives from the following Federal
> Agencies: Assistant Secretary for Planning and Evaluation (ASPE);
> Health Resources and Services Administration (HRSA); Department of
> Housing and Urban Development (HUD); the Veterans Administration (VA);
> the Department of Labor (DOL); the Administration for Children and
> Families (ACF); and may include the Centers for Medicare and Medicaid
> Services (CMS). Additional membership may include the National Council
> of Homeless Vets (NCHV); National Trauma Center (NTC); SAMHSA's Center
> for Substance Abuse Treatment (CSAT); at least two (2) State
> representatives who attended a Policy Academy; Consumer
> representation; one (1) Path State contact; and at least one (1) PATH
> sub-recipient. It is expected that membership will be approximately 15
> members and may include representation from the research on
> homelessness community. It is estimated that membership will revolve
> for those States and private organizations and last approximately two
> (2) years. The Contractor shall be responsible for the logistics of
> the meetings of the committee (to meet at least once per year). The
> work of the first Advisory Steering Committee shall be to propose a
> strategic plan for the NRCH and shall focus on the implementation of
> States' 10-year Strategic Plans to end chronic homelessness. It is
> expected that this meeting will be approximately two (2) days. This
> meeting shall occur between 6-8 months after the CED.
>
> **Task 1.12:** **Development of Marketing Plan and Associated
> Products**
>
> The Contractor shall develop a marketing plan and associated materials
> to inform the field and other interested public and private entities
> of the NRCH. Products must include a brochure and rolodex card
> highlighting the work of the NRCH. Samples should be brought to the
> kickoff meeting, two (2) weeks after the CED.

## Task 2: Maintain Library Knowledge Database {#task-2-maintain-library-knowledge-database .unnumbered}

> The Contractor shall collect and maintain a resource library of
> published studies, reports (including those generated under this
> contract), program descriptions, abstracts, and other related
> web-based and media materials. The library shall be passed to the
> Contractor as part of the closeout/transition process from the
> previous contractor, and meet the following specifications:

-   Include coverage of the current period (i.e., produced/published
    within the past 2 months) and at least 10 years of prior published
    work;

-   Include seminal documents/resources in the field, regardless of age;

-   Address the topics of service delivery, supports (e.g., housing,
    income & entitlements, health, employment), epidemiology, research,
    evaluation, measurement issues, prevention, and community
    perspectives related to homelessness, mental illnesses, and
    co-occurring substance abuse disorders;

-   Contain training materials, curricula, resource guides, and
    multi-media products in addition to journal articles, books, or
    popular press, etc.;

-   Embrace the range of homeless subpopulations including children;
    youth; single adults; families; older adults; veterans; ethnic,
    migrant and immigrant populations; those individuals who are
    homeless with cognitive or mental impairment and persons
    experiencing chronic/long-term homelessness; and

-   Be searchable by key words and accessible on the NRCH website.

#####  {#section-2 .unnumbered}

##### Task 3: Update and Develop Annotated Bibliographies  {#task-3-update-and-develop-annotated-bibliographies .unnumbered}

> The Contractor shall develop bibliographies, in conjunction with the
> development of policy papers and technical reports, as directed by the
> GPO. Following GPO approval, the Contractor shall proceed with
> preparation of the annotated bibliographies and submit them to the GPO
> for approval prior to disseminating them. Upon approval by the GPO,
> the bibliographies shall be added to the Knowledge Database. The
> Contractor shall make the bibliographies available through the NRCH
> website, and update them annually.
>
> **Task 4: Maintain a Website on Homelessness**
>
> The Contractor shall update the current website and assure the
> continuous maintenance, operation, evolvement and enhancements of the
> existing website while the site is being updated. The goal of this
> website is to provide easy access to mental health and substance abuse
> information resources, provide for distance education applications,
> and link to other vital web sites of interest as it pertains to
> homelessness. The Contractor shall conduct a usability test of the
> updated website using the processes outlined by renowned web expert
> Jakob Nielsen. The Contractor shall submit a usability testing report
> to the GPO four (4) weeks before the site is to migrate to the SAMHSA
> server and go live. The Contractor shall make all changes, or provide
> a cogent argument for why the changes would be disadvantageous to the
> effort. Usability shall include a review of the navigation, reading
> level, language, aesthetics, accurate readability and a review of any
> applets, animation or graphics or other live linked material. The
> Contractor shall maintain a web-trends review of the site.
>
> The Contractor shall also assure that the website is modified, as
> necessary, to reflect the addition of new products, programs and
> services. The Contractor shall update the website (e.g., out of date
> items removed) at least monthly.
>
> **Task 4.1:** **Maintain Website**
>
> Currently, basic services are being maintained within the SAMHSA
> Internet site [www.nrchmi.samhsa.gov](http://www.nrchmi.samhsa.gov/).
> The Contractor shall request the domain name
> [www.nrch.samhsa.gov](http://www.nrch.samhsa.gov/), and shall upgrade
> material and continue to maintain the website, including, but not
> limited to:

-   Development of new content areas in support of SAMHSA programs and
    activities, including relevant SAMHSA grants announcements;

-   Development of processes for posting print resources (producing
    files in multiple formats, e.g., HTML and PDF);

-   Development and maintenance of a searchable SAMHSA calendar of
    events that includes all homeless, mental health, and substance
    abuse prevention and treatment conferences, meetings, and activities
    in the United States;

-   Preparation and maintenance of online resources, including HTML
    coding of SAMHSA/HPB-produced documents;

-   Development and maintenance of electronic forums for SAMHSA/HPB;

-   Establishment of linkages with other relevant homeless information
    websites;

-   Provision of a system of inquiry response and user feedback;

-   Development and maintenance a tracking system to monitor usage of
    the website;

-   Establishment of workforce development through the use of distance
    education with CEU credits sought through various organizations of
    interest to the homeless services workforce; and,

-   Incorporation of consistent site design, graphics, use of color, and
    page length.

###### By the sixth week of the contract, the Contractor shall submit to the GPO a draft annual development and maintenance plan for the website. The GPO will provide comments within two (2) weeks. The Contractor shall finalize the plan within two (2) weeks of receipt of the GPO's comments. By the third week of each option year of the contract, the Contractor shall submit to the GPO a draft annual development and maintenance plan for the NRCH website. The GPO will provide comments within two (2) weeks. The Contractor shall finalize the plan within two (2) weeks of receipt of the GPO's comments.  {#by-the-sixth-week-of-the-contract-the-contractor-shall-submit-to-the-gpo-a-draft-annual-development-and-maintenance-plan-for-the-website.-the-gpo-will-provide-comments-within-two-2-weeks.-the-contractor-shall-finalize-the-plan-within-two-2-weeks-of-receipt-of-the-gpos-comments.-by-the-third-week-of-each-option-year-of-the-contract-the-contractor-shall-submit-to-the-gpo-a-draft-annual-development-and-maintenance-plan-for-the-nrch-website.-the-gpo-will-provide-comments-within-two-2-weeks.-the-contractor-shall-finalize-the-plan-within-two-2-weeks-of-receipt-of-the-gpos-comments. .unnumbered}

######  For each year of the contract, implementation of the finalized plan shall begin immediately upon GPO approval. The SAMHSA Office of Communication and Internet Technology office shall be consulted regarding the development and review of the annual plans for the web site. {#for-each-year-of-the-contract-implementation-of-the-finalized-plan-shall-begin-immediately-upon-gpo-approval.-the-samhsa-office-of-communication-and-internet-technology-office-shall-be-consulted-regarding-the-development-and-review-of-the-annual-plans-for-the-web-site. .unnumbered}

> **Task 4.2: On-line Security**
>
> The Contractor shall coordinate with the SAMHSA Information Systems
> Security Officer and the SAMHSA Network Contractor to ensure that
> SAMHSA security requirements are satisfied in concert with overall
> data and LAN security measures. The Contractor shall maintain the
> security of the systems -- including prevention of unauthorized access
> and alteration of the data -- and provide backup of the entire system
> and any other systems developed in support of this contract in order
> to enable disaster recovery in case of catastrophic loss of data
> through hardware malfunctions or by external causes (natural and
> man-made). All media used for disaster recovery (i.e., tapes, CDs) are
> the property of the Government.
>
> **Task 5:** **Publication Clearance: Policy Papers, Reports**
>
> The Contractor, as directed by the GPO, shall be responsible for
> developing a series of overview papers and technical reports which
> summarize and synthesize the knowledge base on specific topics and
> make recommendations that support effective service delivery systems.
> The Contractor shall also be responsible for completing the
> publication clearance forms on these products, if deemed necessary by
> the GPO.
>
> The Contractor shall apply DHHS and SAMHSA communication policies and
> procedures \[see *Communications Planning and Clearance Processes
> Guidelines*, January, 2006, document to be given to Contractor at
> kickoff meeting\] to the development and writing of publication
> clearance forms. This involves working with the GPO in developing and
> writing clearance requests for products being developed under this
> contract. The Contractor shall ensure that clearance documents,
> particularly concept clearance justifications (HHS 615, line 9), are
> complete and contain information that is concise and appropriate.
>
> Clearance forms shall be circulated for clearance at CMHS/SAMHSA via
> the GPO and/or the Center Publication Coordinator. Upon receipt of
> final content clearance approval from DHHS, the Contractor shall
> assist the GPO, and/or other designated CMHS staff as directed, in
> expediting the printing of all HPB publications. GPO requests to the
> Contractor for this requirement may include, but are not limited to:
> preparation of printing specifications; completion of the Printing and
> Visual Services form (HHS-26) with all necessary information; review
> of book blues and color match prints from printers to ensure they meet
> Government Printing Office printing requirements; and coordination of
> the dissemination of printed products with the appropriate
> clearinghouse and/or recipients.
>
> The Contractor shall collaborate with the DSSI product development and
> dissemination contractor to ensure the highest quality product
> available and the non-duplication of material by either public or
> private entities. The Contractor shall ensure the smooth marketing and
> dissemination of material developed under this and other entities as,
> approved by the GPO.
>
> **Task 6**: **Develop Policy Papers, Manuals, Curricula, Reports and
> Other Materials**
>
> During the Base Year of the contract, and Option Years 2 and 4, as
> directed by the GPO, the Contractor shall develop no more than two (2)
> papers, technical reports, manuals or curricula. During Option Year 1
> and Option Year 3, the Contractor shall develop no more than four (4)
> of these products. Examples of topics include the interface of
> homelessness with the criminal justice system; treatment of mental
> illness and co-occurring disorders; services for children and youth;
> individuals who are homeless and who have cognitive and mental
> impairments; trauma recovery services; effective service models for
> homeless mothers with dependent children; and rural homelessness.
> Through discussions with the GPO and relevant SAMHSA staff, the
> Contractor shall identify the appropriate topics to be explored and
> target audience. All topics under consideration shall be submitted to
> the GPO for approval.
>
> It may be necessary to seat an expert panel to address emerging issues
> on homelessness, especially if there is scant research available on
> the topic. The need for an expert panel shall be at the discretion of
> the GPO and shall not exceed more than two (2) in any given contract
> year.
>
> Within four (4) weeks after the CED, the Contractor shall provide to
> the GPO a specific plan that minimally covers, for each proposed
> paper/report:

-   The topics for the paper/report;

-   A rationale for why SAMHSA/HPB needs to have a paper/report on this
    topic;

-   A description of a proposed approach to the synthesis (e.g., review
    of existing literature, expert panel); and

-   A management time line for completion and proposed budget.

The Contractor shall follow the same procedure for this task in Option
Years 1 and 3.

The Contractor shall develop a Homeless Trauma Informed Toolkit. This
toolkit shall be a systematic adaptation of the Trauma Informed Training
Curriculum already successfully developed by the National Technical
Assistance Center (NTAC), via SAMHSA contract with NASMHPD for use with
State mental health authorities. The planned adaptations for the new
Homeless Curriculum \[see **Task 7.2 below**\] is for providers of
mental health services in homeless program settings (an outline has
already been developed). This project shall continue to be developed by
NTAC, under the guidance of SAMHSA/CMHS staff.

> **[NOTE]{.underline}:** For budgeting purposes, offerors should assume
> that each paper or report shall not exceed 30 pages in length and that
> each manual/curriculum shall not exceed 60 pages. Offerors should also
> assume that there will be no more than two (2) expert panels in each
> of Option Years 1 and 3. At the discretion of the GPO, not more than
> two (2) expert panels shall be seated/year and each panel shall
> include no more than seven (7) experts. The expert panel must be
> approved in advance by the GPO. The meetings shall be held in a
> location less expensive than Washington, DC, and shall be no longer
> than 1.5 days. Consultants in the expert panel are eligible to receive
> travel, per diem, and honoraria, not to exceed \$450/day.

## Task 7: Provide Technical Assistance and Training Support {#task-7-provide-technical-assistance-and-training-support .unnumbered}

> The Contractor shall provide TA and training, as directed by the GPO,
> which may include training to enhance the adoption of evidence-based
> practices and infrastructure development. Most of the TA shall be
> provided by disseminating information from the NRCH. The Contractor
> shall provide TA through phone calls, e-mails, workshops, and
> trainings. All trainings that require travel must be reviewed by the
> GPO in advance. The Contractor shall organize regional trainings and
> workshops as well as sponsor trainings that are conducted as part of
> national conferences, as directed by the GPO.
>
> **[NOTE]{.underline}:** CMHS is in the final stages of implementing a
> web-based Government Performance and Results Acts (GPRA) data
> reporting and collection system called [Tr]{.underline}ansformation
> [Ac]{.underline}countability (TRAC). One function of this system is
> the monitoring of all CMHS TA requests in addition to the training
> outcome. The Contractor shall be required to enter all TA requests in
> the TRAC and use standardized TA customer surveys for feedback on the
> following aspects of the training:

-   Process: Recipient demographics; satisfaction with services and/or
    materials received; accessibility of services and/or materials
    received.

-   Content: Recipients' perception of the relevance, helpfulness, and
    understandability of the services and/or materials received.

-   Impact: Recipients' report of what was learned; intent to do
    something differently as a result of services and/or materials
    received.

> These forms will be made available to the Contractor as soon as OMB
> clearance is obtained in early FY 2007.
>
> **Task 7.1:** **Respond to Requests for Information**
>
> The Contractor will receive, and shall respond to, requests for
> information on homelessness from the public. No general public or
> SAMHSA grantee shall be charged for duplication, handling or postage
> when requesting information from the clearinghouse. The Contractor
> shall submit, as part of the monthly reports, a summary detailing the
> types, number, and subject matter of information requests.

## Task 7.2: Conduct Regional Workshops  {#task-7.2-conduct-regional-workshops .unnumbered}

> The Contractor shall conduct workshops and trainings on topics to be
> decided by the GPO. For example, one topic includes SAMHSA's
> *Blueprint for Change: Ending Chronic Homelessness for Persons with
> Serious Mental Illnesses and/or Co-Occurring Substance Use Disorders.*
> This is a tool used to disseminate state-of-the-art information about
> ending homelessness for people who have serious mental illnesses,
> including those with co-occurring substance use disorders. The
> *Blueprint for Change* reviews current and past research and offers
> practical advice on how to plan, organize, and sustain a
> comprehensive, integrated system of care designed to end homelessness
> for people with serious mental illnesses and/or co-occurring substance
> use disorders.
>
> The Contractor shall provide no more than two (2) regional workshops
> on the *Blueprint* *for Change* in each year of the contract. These
> workshops can be embedded in conferences or as stand-alone events, and
> will be determined by the GPO. []{.mark}
>
> []{.mark}
>
> The Contractor shall support the development of a training of trainers
> manual on trauma and homelessness, with the guidance of the GPO and
> knowledgeable Federal staff. The Contractor shall conduct at least two
> (2) trainings per contract year on this topic. The Homeless Curriculum
> shall include a day-and-a-half "Train the Trainer" module for selected
> homeless program personnel from different levels of homeless
> organizations \[see **Task 6**\]. This will enable these individuals
> to return to their settings and begin to perform training and
> implementation of trauma informed systems and practices with program
> staff and consumers. The basic outline has been completed and this
> task shall be conducted under the guidance of designated SAMHSA/CMHS
> staff.
>
> **[NOTE]{.underline}:** For budget purposes, offerors should assume
> that each workshop will have 50 people in attendance for 1.5 days, and
> that the workshops will be conducted by two (2) trainers and a meeting
> logistics coordinator. In the Base Year and Option Years 2 and 4, the
> workshops shall be held on the east coast, or one (1) workshop in the
> midwest and one on the west coast. In Option years 1 and 3, the
> Contractor shall assume that the workshops will be held on the west
> coast. Participants will be expected to pay for their own travel.
>
> **Task 7.3**: Provide Other Trainings and Technical Assistance
> Workshops
>
> The Contractor shall provide trainings annually that shall be embedded
> in conferences held by national and/or regional organizations and
> associations, such as the American Public Health Association, American
> Psychological Association, American Psychiatric Association
> \[pre-conference training on Homelessness\], National Association of
> Social Workers, National Alliance to End Homelessness, and the
> National Alliance of the Mentally Ill.
>
> For the other trainings, the Contractor shall recommend potential
> training topics, which could include:

-   Evidence based and promising treatment practices;

-   Supportive housing;

-   Cultural competence service delivery models;

-   Developing partnerships; and

-   Strategic planning.

> The Contractor shall develop a list of training consultants who are
> diverse in ethnicity and who have expertise in the topic areas. This
> list of proposed consultants shall be available for the GPO at the
> kickoff meeting to be held within 2 weeks after the CED. The
> Contractor shall make all logistical arrangements for the trainings
> and provide relevant material and trainers. The Contractor shall
> consult with the GPO and representative from the host organization to
> develop the agenda and list of presenters for each training.
>
> All of the trainings must include a consumer perspective, and homeless
> or previously homeless consumers shall be included on panels or in
> presentations as appropriate. The Contractor shall be responsible for
> recruiting presenters as well as for conference logistics as it
> relates to the training.
>
> Within four (4) weeks after each training, the Contractor shall submit
> to the GPO a report summarizing the evaluation of the training.
>
> The Contractor shall have up to two (2) trainers/presenters at each
> training. The Contractor shall be responsible for reimbursement of
> travel, per diem, and honoraria costs for trainers/presenters.
>
> **[NOTE]{.underline}:** For budget purposes, offerors should assume
> that four (4) trainings will be held in Option Years 1, 3 and 4, and
> one (1) training will be held in the Base Year and Option Year 2. In
> addition to the above trainings, CMHS has supported a training at the
> American Psychiatric Association to be held at their annual meeting
> and conducted by a psychiatrist who trains other medical personnel
> interested in treating persons who are homeless. Offerors should also
> include that annual training in their proposed budgets.

## Task 8: Plan and Conduct SAMHSA\'s National Training Conference  {#task-8-plan-and-conduct-samhsas-national-training-conference .unnumbered}

> The Contractor shall plan and host the national training conference in
> the Base Year, Option Year 2 and Option Year 4 of the contract. The
> Contractor shall make all logistical arrangements for the conference,
> staff the conference, provide relevant material, and develop
> proceedings.

-   The conference must focus on promoting evidence-based and promising
    practices for providing housing, treatment, and supports to people
    who are homeless and have mental illnesses and/or substance use
    disorders.

-   Homeless or previously homeless consumers shall be included as
    presenters throughout the conference.

-   The conference shall include full-day, half-day, and 75-90 minute
    training sessions, in addition to one (1) opening keynote session.
    Other conference activities should include a resource area,
    exemplary program awards ceremony (which may be part of the opening
    plenary), and tours to local program sites.

-   The conference may include a one-day pre-conference institute to
    address specific issues related to ending chronic homelessness and
    embedding cultural competency into delivery systems.

-   The conference must be at least 2.5 days in duration. The Contractor
    shall plan for up to 800 participants and shall be responsible for
    all of the meeting planning tasks and contacts as well as the
    conference logistics, including locating hotels that are Americans
    with Disabilities Act (ADA)-accessible, and reimbursement of travel
    and per diem costs.

-   The Contractor shall pay travel, per diem and lodging, and honoraria
    for up to 50 presenters. There shall also be presenters selected at
    no cost to the contract that include Federal, state and local
    officials, and other experts.

> For the base year of the contract, the following activities will have
> already occurred and shall be continued by the new Contractor:

-   The Contractor shall honor the contractual arrangements for the
    hotel site selected under the previous Contractor.

-   The Contractor shall be responsible for providing 15 consumer
    scholarships to attend the National Training Conference and should
    include transportation, per diem and lodging for the 2.5-day
    Conference.

> **Task 8.1:** **Develop Specific Work Plan for the National
> Conference**
>
> Within four (4) weeks after the CED, the Contractor shall meet with
> the GPO to review a work plan specifically for the national
> conference. The work plan shall include a budget estimate, timeline,
> and proposed list of planning committee members. Additionally, the
> Contractor shall:

# Task 8.1.1 Develop Workshop Topics/Tracks  {#task-8.1.1-develop-workshop-topicstracks .unnumbered}

-   Identify key leaders for workshop development

-   Develop content forms for each workshop

-   Finalize content of workshops and pre-conference institutes

# Task 8.1.2 Determine Faculty and Agenda {#task-8.1.2-determine-faculty-and-agenda .unnumbered}

-   Select and contact speakers

-   Develop and mail speaker packets

-   Coordinate hotel/travel arrangements for speakers to include
    consultant forms/travel vouchers

-   Identify and arrange for keynote speakers, receptions, site tours

-   Finalize number and length of training sessions

> **Task 8.1.3 Plan for Materials and Printing**

-   Develop schedule for brochures

-   Establish conference theme

-   Create and mail "save the date" postcard

-   Determine artwork for poster, brochure, folder

-   Develop mailing list

-   Develop and mail conference brochure

-   Draft conference program

-   Print program and folder

-   Identify materials for resource binder

-   Create signage

-   Assemble folders to be shipped to hotel

# Task 8.1.4 Coordinate hotel logistics {#task-8.1.4-coordinate-hotel-logistics .unnumbered}

## Conduct hotel site visit and identify primary contact at hotel

-   Finalize schedule with hotel

-   Finalize sleeping room list

-   Confirm catering, AV, room set-up

-   Coordinate shipping with hotel

#  {#section-3 .unnumbered}

# Task 8.1.5 Registration {#task-8.1.5-registration .unnumbered}

-   Develop on-line registration form for brochure

-   Develop conference registration database

-   Respond to phone/e-mail inquiries

-   Enter data, mail confirmations, process payments

-   Create participant list, nametags, etc.

#  {#section-4 .unnumbered}

# Task 8.1.6 Continuing Education Units (CEU) {#task-8.1.6-continuing-education-units-ceu .unnumbered}

## Identify credit-granting associations

## Develop evaluation forms for each training session and the overall conference

-   Submit applications

-   Create and assemble Continuing Medical Education (CME)/CEU
    information sheet

# Task 8.1.7 Consumer scholarships {#task-8.1.7-consumer-scholarships .unnumbered}

-   Announce scholarship availability

-   Respond to information, collect applications

-   Review, select and notify recipients (approximately 30)

-   Coordinate registration, hotel and travel for recipients

**Task 8.1.8 Resource Room**

## Identify organizations to provide materials

-   Contact organizations/provide shipping instructions for materials

-   Create map/plan for room display

> **Task 8.1.9 Site Tours in the Host City**

## Select programs to feature

-   Confirm sites

-   Arrange for transportation

-   Create sign up sheets and tickets

#  Task 8.1.10 Conduct Conference {#task-8.1.10-conduct-conference .unnumbered}

-   Finalize conference staffing

-   Set up on-site, including resource room

-   Staff conference

**Task 8.2**: **Conduct Planning Meeting**

> Within eight (8) weeks after the CED, the Contractor shall conduct a
> one (1)-day planning meeting. The purpose of the meeting shall be to
> develop various conference tracks and identify potential speakers. The
> Contractor shall recommend to the GPO the names of people to be
> considered for this planning committee. Upon approval of the GPO, the
> Contractor shall contact these people and invite them to participate
> in the planning meeting. The Contractor shall be responsible for
> organizing the logistics for this meeting. Within three (3) weeks
> after the meeting, the Contractor shall submit to the GPO a report
> that summarizes the results of the planning meeting.
>
> **Task 8.3:** **Complete Follow-up Activities**
>
> The Contractor shall be responsible for processing CME/CEU
> applications and mailing certificates; writing a summary report for
> submittal to the GPO; sending thank-you letters; sending evaluation
> results to speakers; reconciling costs; and paying invoices. Within
> six (6) weeks after the conference, the Contractor shall meet with the
> GPO for a debriefing session to discuss the evaluations (overall and
> individual sessions).
>
> **Task 9: Conduct PATH-Related Activities**

**Task 9.1: Review Plan of Performance**

**Task 9.1.1:** Within two (2) weeks after the CED, the Contractor shall
meet with the designated GPO for this Task to review the plan submitted
in their proposal for performance of the PATH-related activities and
deliverables. The purpose of this meeting is to review and outline the
goals, objectives, and anticipated outcomes of Task 9 activities and to
ensure that all activities are responsive to the information and TA
needs of the State agencies responsible for the administration of the
PATH program. The Contractor and GPO shall discuss any needed
modifications or changes to the plan of performance submitted.

At a minimum, the plan of performance must describe:

-   All proposed activities outlined in sub-tasks, below, including
    staffing plans and timetables;

-   Strategies to maximize involvement of Task 9 activities by
    representatives of State/Territorial mental health authorities;

-   Strategies to provide opportunities for involvement from consumers
    of PATH services;

```{=html}
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-   The system by which Task 9 will be coordinated with other tasks of
    this contract and with other SAMHSA contracts. The plan of
    performance for Task 9 must also include a discussion of the
    mechanisms proposed for coordination with TA centers funded by CMHS.
    This coordination shall include sharing of any conference plans and
    distribution of written documents, in order to avoid duplication of
    effort.

> **Task 9.1.2**: Within two (2) weeks after receiving GPO approval, the
> Contractor shall revise the plan of performance for Task 9 to
> incorporate comments received from the GPO and re-submit to the GPO
> for final review and approval.
>
> **Task 9.1.3:** Within 48 weeks after the start of each contract year,
> except for the fifth
>
> year, the Contractor shall submit to the GPO a draft revised Plan of
> Performance for
>
> Task 9 activities during the subsequent year. The purpose of the
> revised Task 9 plan is
>
> to ensure that these activities are responsive to the information
> needs of the States
>
> during the subsequent year.
>
> **Task 9.1.4:** Within two (2) weeks after GPO review of the revised
> plan of performance, the Contractor shall revise this Task 9 plan --
> incorporating the GPO's comments -- and deliver the revised plan to
> the GPO.

**Task 9.2: Provide Technical Assistance for States**

> The Contractor shall plan and conduct standard and intensive TA for
> selected States, or
>
> regional groups of States, in order to provide programmatic support to
> PATH State
>
> projects and local provider organizations. The TA, especially
> training, may be directed
>
> to persons who will use the training to improve their role in service
> delivery, or, as part
>
> of a train-the-trainer strategy, it may be directed to persons who, in
> turn, will train others
>
> who have a more direct role in service delivery.
>
> The Contractor shall conduct up to five (5) standard and three (3)
> intensive TA events during each contract year. The Contractor shall
> obtain approval from the GPO prior to finalizing the selection of
> States to receive TA. The Contractor shall propose national experts,
> hired on a consultant basis (or, in some cases, staff) to conduct such
> events and shall obtain GPO approval of the consultants (or staff) to
> provide such assistance, and the agenda for any event. The Contractor
> shall also identify any training materials developed by PATH-funded or
> other sources and include or adapt these (if feasible) for purposes of
> the event.
>
> The Contractor shall assist the host State in any logistical
> arrangements for a TA event, including obtaining meeting space and
> securing expert consultants. The Contractor shall encourage requests
> for standard training jointly from two (2) or more States and shall
> ensure that invitations to attend training are sent to other States.
> The Contractor shall ensure that a description of any planned training
> is sent to all participants to provide advanced notice of what any
> training will cover. The Contractor shall initiate and conduct a
> conference call with the host State to allow for preparation of the
> program
>
> agenda. Included also in any pre-visit planning shall be discussions
> with some of the participants to determine their expectations and
> level of knowledge in the training issue.
>
> Each standard TA event is expected to be approximately two (2) days in
> duration, but
>
> may differ, with approval of the GPO. The role of the Contractor shall
> include presenting any training curricula, facilitating discussion,
> and responding to
>
> questions.
>
> The Contractor shall provide travel, per diem, and honoraria for up to
> 75 expert consultants. As deemed practical, the Contractor and shall
> arrange with the host State for the meetings to be held in State
> office space or in local provider facilities. Costs for meeting space
> rental and other related costs shall be the responsibility of the
> Contractor.
>
> **Task 9.2.1:** The Contractor shall develop a system for selecting
> States to receive TA. The plan shall be submitted to the GPO for
> review and approval, four (4) weeks after the beginning of each
> contract year. The system must include a mechanism for States to
> request TA, as well as a means for the GPO to identify States for TA.
>
> **Task 9.2.2:** By 10 weeks after the beginning of each contract year,
> the Contractor shall provide to the GPO for approval a list of
> suggested States to receive such TA and a schedule of proposed
> assistance for each year of the contract.
>
> In addition to standard TA, by 10 weeks after the start of each
> contract year, the Contractor shall identify at least one (1) State to
> receive intensive TA to implement a specified innovation in delivery
> of services to persons who are homeless and have serious mental
> illnesses. Following GPO approval, the Contractor shall conduct
> interviews with no more than nine (9) key stakeholders, persons who
> would benefit from, and persons who would adopt the innovation, to
> determine the extent of consensus to adopt the innovation. The
> Contractor shall identify expected outcomes, provide TA through
> workshops, and on-site and telephone-based targeted TA. The Contractor
> shall also assess the extent to which their efforts achieved
> objectives.
>
> **Task 9.2.3:** By 50 weeks after the beginning of each contract year,
> the Contractor shall submit a list of suggested States to receive
> on-site assistance during the following year.
>
> **Task 9.2.4:** Within two (2) weeks following GPO approval of the
> proposed events, the Contractor shall begin scheduling this TA.
>
> **Task 9.2.5:** Prepare and Submit Reports on TA events -- The
> Contractor shall prepare and submit to the GPO a report following each
> TA event within three (3) weeks of the event. At a minimum, the report
> must be a 1-2 page summary of the TA event which includes a
> description of the objective(s) and focus of the event, a copy of the
> agenda, a listing of all participants, and copies of any handouts or
> material distributed to participants.
>
> **Task 9.3:** **Plan and Host Meetings of State PATH Contacts**
>
> The Contractor shall plan and host two (2) meetings of State PATH
> Contacts in Year 2 and Year 4. As described below, the Contractor
> shall make all logistical arrangements for the meetings, facilitate
> each meeting, present relevant material, and develop proceedings. The
> Contractor shall consult with the GPO, State PATH Contacts, and others
> in developing the agenda and list of presenters for each meeting.
>
> The meetings must focus primarily on providing information and
> assistance to States and must address the adoption of exemplary
> practices and ongoing information and programmatic support needs of
> State PATH Contacts. The agenda for the meetings must include a
> consumer perspective, and homeless or previously homeless consumers
> shall be included on panels or in presentations, as deemed appropriate
> by the GPO.
>
> Each meeting must be between 2 and 2½ days in duration and shall be
> held at a location approved by the GPO, most likely in the Washington
> D.C., area. The Contractor shall be responsible for all meeting
> logistics, including locating hotels and reimbursement of travel and
> per diem costs for each of the 56 State PATH Contacts, or an alternate
> from their State. The Contractor shall pay travel, per diem, and
> honoraria for up to 30 paid presenters. There shall also be presenters
> selected at no cost to the contract among meeting attendees, Federal
> and local officials, and others.
>
> **Task 9.3.1:** By 18 weeks after the start of Year 2 and Year 4 of
> the contract, the Contractor shall draft and submit to the GPO a draft
> agenda and presenter list for that year's meeting.
>
> **Task 9.3.2:** By Week 22 of Year 2 and Year 4 of the contract, the
> Contractor shall revise the agenda and participant list to incorporate
> GPO comments and re-submit them to the GPO for final review and
> approval.
>
> **Task 9.3.3:** The final conference agenda shall be submitted to the
> GPO by Week 24 of Year 2 and Year 4 of the contract.
>
> **Task 9.3.4:** Within three (3) weeks following the conference, the
> Contractor shall provide an evaluation of the conference, overall and
> for each of its sessions.
>
> **Task 9.4:** **Collect, Analyze and Summarize PATH Program Data**
>
> The States and the local agencies to which they provide PATH funds
> submit data (see Appendix) to the Government on services provided with
> PATH funds and persons who received these services. The Contractor
> shall obtain such data for each fiscal year of the contract, beginning
> with FY 2007, through an existing Internet-based data collection
> system. The data system permits local PATH-funded providers to enter
> and revise annual data, on-line, and permits State PATH Contacts to
> review the data and certify their accuracy.
>
> The Contractor shall maintain and adjust that system, as needed, to
> incorporate any changes in: (1) data elements, (2) instructions to
> agencies entering the data, and (3) and data cleaning procedures. The
> Contractor shall also: (1) prepare and distribute a handbook each year
> to the 56 State PATH Contacts and more than 400 local PATH-funded
> projects regarding data entry procedures; and (2) provide
> individualized data entry assistance, as needed, to PATH-funded State
> and local programs.
>
> NOTE: CMHS is in the final stages of implementing a web-based GPRA
> data reporting and collection system called
> [Tr]{.underline}ansformation [Ac]{.underline}countability (TRAC). The
> implementation of this system will necessitate changes in the
> Contractor's collection of PATH GPRA data at some point during the
> early years of this contract. Collection of PATH GPRA data by TRAC
> shall occur either through periodic electronic data transfer of GPRA
> data from with the existing PATH data collection system, or by carving
> out the GRPA data collection from the current system that the TRAC
> will then collect. The []{.mark}Contractor will be kept apprised on
> the status of GPRA data collection requirements as they are finalized.
>
> **Task 9.4.1:** The Contactor shall provide instructions to State PATH
> Contacts and providers no later than June 30^th^ of each contract
> year.
>
> **Task 9.4.2:** No changes may be made to the PATH Annual Report forms
> without prior approval from the Federal Office of Management and
> Budget (OMB). The PATH Annual Report forms are approved by OMB. The
> Contractor shall prepare any packages in draft form, required for such
> approval. The package must include an assessment of the burden
> entailed in collecting the data and respond to questions regarding its
> use. The next complete package will be due in 2009 and is expected to
> be approved for a 3-year period.
>
> **Task 9.4.3:** Two (2) weeks following GPO approval of an OMB
> package, the Contractor shall prepare a final copy of the package.
>
> **Task 9.4.4:** By no later than 12 weeks following the due date for
> the States' submission of annual report data (currently January 31),
> the Contractor shall provide the GPO with a draft of the data tables
> and shall identify any issues concerning the quality of the data.
>
> **Task 9.4.5:** The Contractor shall submit a final version of the
> data tables by no later than two (2) weeks following GPO approval.

######### **Task 9.4.6:** Preparation of Program Summary  {#task-9.4.6-preparation-of-program-summary .unnumbered}

> On an annual basis, the Contractor shall prepare, format and print a
> summary of the PATH program, nationwide. The report must summarize the
> most recent key data submitted by the States, include a 1-page fact
> sheet, and describe the activities of the PATH program. The report
> should be approximately six (6) pages in length and must provide
> background information about the PATH program and describe its
> initiatives, priorities and accomplishments. Each program year, the
> Contractor shall provide a draft of the PATH summary to the GPO by no
> later than April 1^st^.
>
> **Task 9.4.7:** The Contractor shall provide a final copy of the PATH
> summary within two (2) weeks following GPO approval.
>
> **Task 9.5: Provide Technical Support for Field-Generated Program
> Assistance**
>
> NOTE: CMHS is the final stages of implementing the web-based GPRA data
> reporting and collection system called TRAC. One function of this
> system is the monitoring of all CMHS TA requests in addition to the
> training outcome. The Contractor shall be required to enter all TA
> requests in the TRAC and use standardized TA customer surveys for
> feedback on the following aspects of the training:

-   Process: Recipient demographics; satisfaction with services and/or
    materials received; accessibility of services and/or materials
    received.

-   Content: Recipients' perception of the relevance, helpfulness, and
    understandability of the services and/or materials received.

-   Impact: Recipients' report of what was learned; intent to do
    something differently as a result of services and/or materials
    received.

> These forms will be made available to the Contractor as soon as OMB
> clearance is obtained in early FY 2007.
>
> **Task 9.5.1:** Technical Assistance on National Topics through
> Telephone Conference Calls
>
> The Contractor shall plan, host or provide assistance for, up to five
> (5) multi-presenter telephone conference calls during each contract
> year. These conference calls shall be directed toward topics of
> national interest. Examples of such topics include funding for
> affordable housing, job development, and development of outcome
> measures and interventions for co-occurring disorders.
>
> **Task 9.5.1.1:** With input from the GPO and consultation with State
> PATH Contacts, the Contractor shall identify and submit for GPO
> approval a list of proposed topics and suggested speakers at least
> four (4) weeks prior to the proposed telephone call.
>
> **Task 9.5.1.2**: The Contractor shall notify State PATH Contacts and
> other potential TA recipients of the telephone calls at least three
> (3) weeks prior to the date scheduled for the call. The Contractor
> shall distribute and post a slide accompaniment and any other related
> material on the Internet.
>
> **Task 9.5.1.3:** The Contractor shall provide the GPO with a written
> evaluation of each telephone conference call by no later than three
> (3) weeks after the event.
>
> **Task 9.5.1.4:** The Contractor shall host the telephone conference
> call, arrange for participants to telephone in, broadcast the
> presentations on the Internet, and post an archived replay of the
> presentations on the Internet. The Contractor shall also prepare an
> edited transcript of the presentations and, following review by the
> GPO, post the transcript on the Internet by no later than four (4)
> weeks following the conference call.
>
> **Task 9.5.2:** Technical Support to Issue Development Groups of State
> PATH Contacts and Local Providers
>
> The Contractor shall provide support to conduct telephone meetings for
> up to three (3) issue development groups for each contract year during
> the contract performance period. The working groups must comprise
> approximately 6-8 participants, consisting primarily of State PATH
> Contacts.
>
> The Contractor shall provide technical support in arranging meetings,
> taking minutes, and preparing summaries. The meetings shall be
> conducted by telephone conference call. The Contractor shall suggest,
> from its own databases or from other knowledgeable organizations,
> consultants to participate in the discussions, provide advice, and
> prepare documents. Through consultants and its own staff, the
> Contractor shall prepare discussion papers that describe current
> practices of States and local PATH-funded providers and analyze the
> information obtained.
>
> **Task 9.5.2.1:** By no later than Week 8 of each contract year, after
> consulting with State PATH Contacts, the Contractor shall recommend
> for GPO approval a list of issues suitable for deliberation by an
> issue development group,
>
> **Task 9.5.2.2:** By no later than 14 weeks following the convening of
> each issue group, the Contractor shall prepare a draft report for
> review by the group and the GPO.
>
> **Task 9.5.2.3:** By no later than four (4) weeks after preparation of
> each draft report, the Contractor shall write a final report
> incorporating revisions suggested by the working group and the GPO.
>
> **Task 9.5.2.4:** By no later than two (2) weeks after receiving the
> PATH-GPO approval, the Contractor shall mail to State PATH Contacts
> and PATH-funded providers: (1) information obtained, (2) the final
> report, and (3) any documents prepared by the working groups. Reports
> should average about 15 pages.
>
> **Task 9.5.3:** Mentoring Program
>
> The Contractor shall establish a mentoring program for new State PATH
> Contacts. The Contractor shall: (1) contact each new State PATH
> Contact following the new Contact's appointment; (2) send the new
> Contact an orientation package; and (3) encourage the new Contact to
> hold periodic telephone briefings with another State PATH Contact who
> will serve as a mentor. The Contractor shall: (1) locate a mentor for
> each participating new State PATH Contact; (2) outline the mentor's
> expected role; and (3) conduct follow-up meetings with the new State
> PATH Contact and mentor to ensure that the arrangement is working
> satisfactorily. The Contractor shall also host teleconferences of
> mentors and persons being mentored to discuss the mentoring experience
> and topics of special interest to new State PATH Contacts.
>
> **Task 9.5.3.1:** The Contractor shall: (1) contact each new State
> PATH Contact within three (3) weeks following the new Contact's
> appointment.
>
> **Task 9.5.3.2:** The Contractor shall conduct follow-up meetings with
> the new State PATH Contact and mentor within three (3) weeks following
> their agreement to participate in the mentoring program.
>
> **Task 9.5.3.3:** The Contractor shall host quarterly teleconferences
> of mentors and persons being mentored.
>
> **Task 9.5.4:** Internet-based Activities
>
> The Contractor shall develop and maintain \-- within the SAMHSA
> Internet site \-- PATH Web pages, to include, but not be limited to:

-   A data entry system for the collection of PATH data (See Task 9.4)

-   Documents, Powerpoint presentations

-   Audio and video live streaming and archived programming from SAMHSA
    and other sources.

-   Graphics material

-   SAMHSA grant announcements

-   A tracking system to monitor usage of the web

-   Linkages to other web sites

-   Development of web pages for specialized materials or for
    specialized audiences

> Note: The primary audience of the PATH web pages is State PATH
> Contacts and staff of PATH-funded and similar organizations. The PATH
> web pages can be accessed at
> [www.pathprogram.samhsa.gov](http://www.pathprogram.samhsa.gov/).
>
> **Task 9.5.4.1:** IT Plans
>
> **Task 9.5.4.1.1:** The Contractor shall submit a draft IT Security
> Plan within one (1) month after the CED.
>
> **Task 9.5.4.1.2:** The Contractor shall submit a final IT Security
> Plan within two (2) weeks after DMS-IT approval.
>
> **Task 9.5.4.2:** **State Innovations/Transformations Web Page**
>
> The Contractor shall develop a State Innovations Web page that
> includes a multi-media presentation of exemplary practices being
> conducted by the States. The Contractor shall prepare up to three (3)
> such State presentations during each year of the contract. The
> Contractor shall conduct the following activities:

-   Propose a process for highlighting innovative practices and
    recommend selected practices.

-   Revise a Transformation/Innovation section of the PATH Web page for
    the posting of all audio, video, and text-based materials.

-   Recommend innovations to be selected.

-   Create an audio/video photographic presentation and a 3-to-5 page
    text summary of the innovative practice for posting on the PATH web
    page.

-   Provide announcements for each State Innovation posted on the PATH
    web site.

-   Create and monitor a State Innovations bulletin board discussion on
    the PATH web site.

> **Task 9.5.4.2.1:** By Week 9 of each contract year, the Contractor
> shall solicit input from State PATH Contacts and PATH-funded programs
> and propose innovations and topic areas to PATH Program Staff to be
> featured on the PATH Web site.
>
> **Task 9.5.4.2.2:** By Week 15 of each contract year, the Contractor
> shall provide for approval of PATH Program Staff, Web-based
> information about innovative programs, for posting to the PATH web
> site.
>
> **Task 9.5.4.2.3:** Within three (3) weeks after GPO approval, the
> Contractor shall upload information about innovative practices to the
> PATH Web page.
>
> **Task 9.5.4.3: Expert Presentations**
>
> The Contractor shall develop an "Experts Forum" web page as part of
> the PATH web site that features presentations by, and interviews with,
> national experts on subjects of special interest to State PATH
> Contacts and PATH-funded programs. The Contractor shall develop up to
> six (6) such presentations during each contract year. The Contractor
> shall obtain GPO approval prior to finalizing the selection of experts
> and topics that will be featured.
>
> **Task 9.5.4.3.1:** By Week 9 of each contract year, the Contractor
> shall solicit input from State PATH Contacts and PATH-funded programs
> regarding experts and topic areas that should be featured.
>
> **Task 9.5.4.3.2:** By Week 10 of each contract year, following GPO
> approval, the Contractor shall create a timetable and schedule
> presentations with featured experts
>
> **Task 9.5.4.3.3:** Within one (1) week of GPO approval of the
> timetable, the Contractor shall create or modify an "Experts Forum"
> section on the PATH web site. In accordance with the timetable
> approved by the GPO, the Contractor shall create an audio or video
> recording of an interview and/or presentation by the expert presenter.
> The Contractor shall create and edit a transcript of the interview
> and/or presentation, and post audio files,
>
> transcripts, supporting text files, and Powerpoint slides on the
> "Experts Forum" section of the web site.
>
> **Task 9.5.5:** Individualized and Transformational Technical
> Assistance to State PATH Contacts
>
> During each contract year, the Contractor shall provide individualized
> TA for up to 15 State PATH Contacts who request such assistance. Such
> assistance is likely to average about three (3) hours of staff time,
> monthly, in direct communication with each recipient State PATH
> Contact. The Contractor shall respond to, suggest, and advise on the
> implementation of practices considered transformational and
> innovative. Related especially, but not exclusively, to this effort,
> the Contractor shall recommend to the Federal PATH staff the
> deployment and use of additional TA (off-site or in-state) to meet
> specific implementation needs, as requested, by the State PATH
> Contact. Such additional and implementation--related TA will be
> available from contract resources for at least eight (8) States.
>
> **Task 9.5.5.1:** Four (4) weeks after the start of each contract
> year, the Contractor shall propose a method of announcing and
> selecting States, and, after GPO approval is obtained, shall invite
> and propose States to receive the individualized assistance. Two (2)
> weeks following GPO approval, the Contractor shall begin providing
> such assistance to selected States, on a continuing basis. Following
> GPO approval, the Contractor shall prepare and enter into a written,
> but non-binding, statement of intent, in which the State indicates its
> intent to implement a specified practice and the Contractor (on behalf
> of the Government) indicates its intent to provide specified TA.
>
> **Task 9.5.5.2:** Beginning four (4) months after the signing of the
> mutually acceptable non-binding agreement, the Contractor shall report
> -- at 4-month intervals -- progress made on designated
> implementations.
>
> **Task 9.6: Prepare and Disseminate Technical Assistance Documents**

######### **Task 9.6.1: Disseminate Information Concerning Exemplary Practices** {#task-9.6.1-disseminate-information-concerning-exemplary-practices .unnumbered}

The Contractor shall prepare descriptions, approximately 3-5 pages each,
of interventions that incorporate exemplary practices relating to the
delivery of PATH-funded services (e.g., mainstreaming, partnerships
between PATH-funded programs and business organizations). The Contractor
shall prepare up to five (5) such descriptions during each contract
year.

**Task 9.6.1.1:** By no later than Week 8 of each contract year, the
Contractor shall propose a strategy for identifying exemplary practices.

**Task 9.6.1.2:** Within two (2) weeks after receiving GPO approval, the
Contractor shall obtain information about these exemplary practices from
State PATH Contacts and submit a list of proposed exemplary practices.

**Task 9.6.1.3:** The Contractor shall submit to the GPO an outline of
each proposed practice by no later than two (2) weeks after GPO approval
of each proposed practice.

**Task 9.6.1.4:** The Contractor shall submit to the GPO drafts of the
reports by no later than eight (8) weeks following GPO approval of each
outline.

**Task 9.6.1.5:** The Contractor shall write a final report by no later
than two (2) weeks after GPO approval of the draft reports.

**Task 9.6.1.6:** The Contractor shall disseminate/mail the reports to
State PATH Contacts and local providers by no later than two (2) weeks
after receiving GPO approval. Reports are expected to average
approximately six (6) pages.

> **Task 9.6.2:** **Prepare Technical Assistance Documents**

The Contractor shall prepare up to two (2) curricula, issue papers, or
other documents, (approximately 50-60 pages) during each contract year.

**Task 9.6.2.1:** By Week 46 in Year 1 and Year 3 of the contract, the
Contractor shall propose for selection, by designated Federal Program
Staff, a list of possible topics for the document.

**Task 9.6.2.2:** Within four (4) weeks after GPO approval, the
Contractor shall submit an outline of the selected document.

**Task 9.6.2.3:** Within six (6) weeks after GPO approval of the
outline, the Contractor shall

submit a draft of the document.

**Task 9.6.2.4:** Two (2) weeks following approval of the draft by
designated Federal Program Staff, the Contractor shall submit a final
document.

**Task 9.6.2.5:** Two (2) weeks following GPO approval, the Contractor
shall [submit a]{.underline}

[final draft and distribute the report.]{.underline}

**Task 9.6.3:** Publication Clearance: Policy Papers, Reports

> The Contractor, as directed by the GPO, shall complete the publication
> clearance forms
>
> on Task 9 products and any other PATH-related products of this
> contract, as specifically
>
> designated by GPO.
>
> The Contractor shall apply DHHS and SAMHSA communication policies and
> procedures \[see *Communications Planning and Clearance Processes
> Guidelines*, January, 2006\] to the development and writing of
> publication clearance forms.  This involves working with the GPO in
> developing and writing clearance requests for products being developed
> under this contract.  The Contractor shall ensure that clearance
> documents, particularly concept
>
> clearance justifications (HHS 615, line 9), are complete and contain
> information that is concise and appropriate. 

Clearance forms for this task shall be circulated for clearance at
CMHS/SAMHSA via the GPO and/or the Center Publication Coordinator.  Upon
receipt of final content clearance approval from DHHS, the Contractor
shall assist the GPO, and other designated CMHS staff, in expediting the
printing of all HPB publications. GPO requests to the Contractor for
this requirement may include, but are not limited to: preparation of
printing specifications; completion of the Printing and Visual Services
form (HHS-26) with all necessary information; review of book blues and
color match prints from printers to ensure they meet Government Printing
Office printing requirements; and coordination of the dissemination of
printed products with the appropriate clearinghouse and/or recipients.

> **Task 9.6.4**: **Maintain Rosters**
>
> **Task 9.6.4.1**: **Maintain Roster of State PATH Contacts**
>
> The Contractor shall maintain a roster of PATH State Contacts,
> including names, addresses, telephone and FAX numbers and e-mail
> addresses. The roster must include both primary contacts and secondary
> or alternative contacts. The roster shall be updated as necessary,
> following consultation with the GPO. The roster shall be distributed
> to State PATH Contacts and others, as identified by the GPO. The first
> roster shall be completed and submitted to the GPO by Week 10 of the
> contract; subsequent updates shall be prepared approximately every
> three (3) months, or at such other times as may be agreed upon by the
> Contractor and GPO.
>
> **Task 9.6.4.2:** **Maintain listing of local PATH provider
> organizations**
>
> The Contractor shall develop and annually update a listing of all
> local provider organizations that receive support under the PATH
> program. The listing shall contain the names, locations, and contact
> persons for each agency. The listing shall also include information on
> the type of organization, amount of PATH funding received, and the
> nature of the PATH services provided by the organization. The listing
> shall be developed and submitted to the PATH-GPO within six (6) weeks
> after the start of the contract and each option renewal date, and be
> uploaded to the PATH web page.
>
> **Task 9.7: Development and Implementation of SSI-Related Activities**
>
> Contract activities specified in other sections of Task 9, or
> otherwise designated as related to PATH activities, shall include
> efforts to help agencies assist persons who are homeless in obtaining
> SSI/SSDI eligibility. These activities may include, for example,
> developing guides, toolkits, training material, curricula and manuals
> related to the subject. It may also include training (including
> training for trainers); specialized TA (at locations, or at a
> distance); internet activities and peer-based assistance; and
> convening meetings or assessing implementations.
>
> Based on the above, the Contractor shall provide a brief report
> (approximately 4 pages) identifying SSI/SDI eligibility activities
> supported by Task 9 that occurred in the first six (6) months of the
> contract year, and that will occur during the remainder of the
> contract year.
>
> **Task 9.8: Preparation of Reports**
>
> The Contractor shall prepare and submit the following reports:
>
> **Task 9.8.1: Tri-monthly Progress Reports**

Beginning in Week 3 of the contract, and bi-weekly thereafter, the
Contractor shall provide an agenda and report by telephone of the
progress of Task 9 and related tasks of the contract. The Contractor
shall also submit one (1) copy each of a letter-type progress report to
the GPO and the Contracting Officer by the tenth day of the fifth month
of Year 1; and every four months thereafter throughout the duration of
the contract. The report must describe progress made during the previous
months and include a description of the following: (1) all activities
performed for each task during the months since the last report; (2)
problems encountered and proposed or enacted solutions; (3) plans for
the upcoming months until the next report; (4) a listing of all requests
for information and assistance that were completed and a listing of
outstanding requests for information; (5) a brief discussion of the
expenditure of funds; (6) a statement that \_\_\_\_\_\_\_ percent of the
contract period has been completed and that \_\_\_\_\_\_\_\_ percent of
the funds have been expended; and (7) a statement that the contract will
(or will not) be completed in accordance with the time frame specified
in the delivery schedule and will (or will not) be completed within the
budgeted amount.

> **Task 9.8.2: Assessment of Task 9 Activities**
>
> The Contractor shall assess, annually, the effectiveness of the
> various activities and methods used in performance of this contract,
> including site visits, state-specific telephone conference calls, work
> groups, conferences, and Internet-based products. The goal of the
> assessment is to recommend any changes: (1) in relative use of
> activities, and (2) in specific methods. The assessment is not
> expected to entail provisions that require OMB clearance**.**
>
> The Contractor shall submit draft plans for such assessment to the GPO
> by no later than Week 10 of each contract year.
>
> The Contractor shall deliver a draft assessment report by no later
> than 28 weeks following GPO approval of the plan. The Contractor shall
> prepare a final copy two (2) weeks following GPO review of the draft
> report. Reports are expected to average 8-10 pages.
>
> **Task 9.8.3: Draft Final Report**
>
> Four (4) weeks prior to the contract expiration date, the Contractor
> shall submit to the GPO for review and comments a Draft Final Report
> that summarizes the results of the activities conducted during the
> performance of Task 9, including problems encountered and their
> solutions. The Contractor shall incorporate any comments or
> suggestions received from the GPO into the Final Report.
>
> **Task 9.8.4:** **Final Report**
>
> The Contractor shall submit three (3) copies of the Final Report to
> the GPO, as approved above, and one (1) copy to the Contracting
> Officer, within two (2) weeks after GPO approval of the Draft Report.
>
> **[Schedule of Deliverables and/or Reporting Requirements for Tasks
> 1-8]{.underline}**

The Contractor shall prepare and submit the following deliverables:

  ---------- ---------------------- --------------- --------------------------
  **Task**   **Description**        **Quantity**    **Delivery**

  1.1        Startup                Up to 5 mtgs.   Within 3 weeks of Contract
             meetings/transition                    Effective Date (CED)

  1.2        Contract Turnover Plan 2               60 days prior to
                                                    expiration of contract

  1.3        Kickoff Meeting        1               Within 2 weeks of CED

  1.3        Draft work plan        2               Within 2 wks. Presented at
                                                    kickoff mtg.

  1.5        Meeting with GPO       1/wk for 1^st^  Meeting with GPO
                                    6 months, then  
                                    every 2 weeks   

  1.6        Biannual Meeting       2/year          Every 6 months after CED

  1.7        Monthly Progress       1               On the 10^th^ of the month
             Reports                                following end of reporting
                                                    period

  1.8        Quarterly Budget       2               2 wks following end of
             Reports                                each quarter

  1.9        Annual Report          2               2wks after end of contract
                                                    year

  C., Gen'l  IT Plan                2               Within 1 month of CED
  Req's                                             

  C., Gen'l  IT Security Plan       2               Within 1 month of CED
  Req's                                             

  1.11       Advisory Steering      1/year          Within the first 4 months
             Committee Meeting                      of CED

  1.12       Marketing Plan         2               NLT 2 weeks after CED

  2          Library Database       Monthly         Part of monthly progress
                                                    report

  3          Annotated              Updated         NRCH website update
             Bibliographies         annually        

  4.1        Website Annual Plan    2               6 weeks of CED

  5          Publication Clearance  TDB             TBD

  6          Papers, manuals,       2               2 in Base Year of contract
             curricula, et al.                      

  6          Plan for topics of     1               4 weeks of CED
             papers/reports                         

  6          Develop Plan to        1               Must be completed within
             develop trauma toolkit                 the Base Year
             and trauma curricula                   

  7.1        Respond to Requests    As necessary    Within 24 hours of initial
             for Information                        contact

  7.2        Conduct Regional       2               Base year
             Workshops                              

  7.2        Conduct training on    2               Pilot tested within Base
             Trauma                                 Year

  7.3        Provide training &     1               One (1) in Base Yr. and
             Tech. Assist.                          Op. Yr. 2

  7.3        Provide list of        1               Within 2 wks of CED
             training consultants                   

  8.1        Work Plan for National 1               4 weeks of CED
             Conference                             

  8.1.1      Develop topics/tracks  1               6 weeks of CED

  8.1.2      Determine Faculty      1               8 weeks of CED

  8.1.3      Plan for materials and 1               8 weeks of CED
             printing                               

  8.1.4      Coordinate hotel       1               At least 6 months before
             logistics                              Conference date
  ---------- ---------------------- --------------- --------------------------

  ---------- ---------------------- --------------- --------------------------
  **Task**   **Description**        **Quantity**    **Delivery**

  8.1.5      Registration (online)  1               At least 1 month before
                                                    Conference date

  8.1.6      Continuing Education   1               At least 2 months before
             Units                                  Conference date

  8.1.7      Consumer Scholarships  1               At least 2 months before
                                                    Conference date

  8.1.8      Resource room          1               At least 6 months before
                                                    Conference date

  8.1.9      Site Tour Visits       1               At least 3 months before
                                                    Conference date

  8.1.10     Conduct Conference     1               Base Year., Option Years 2
                                                    & 4

  8.2        Conduct Planning       1               TBD
             Meeting                                

  8.3        Complete follow-up     1               6 weeks after end of
             activities                             conference
  ---------- ---------------------- --------------- --------------------------

**Annual Items**

The following items are due in, or must be completed during, the Base
Year of the contract and all Option Years.

+----+------------------------+-----------+--------------------------+
| ** | **Description**        | **Q       | **Delivery**             |
| Ta |                        | uantity** |                          |
| sk |                        |           |                          |
| ** |                        |           |                          |
+----+------------------------+-----------+--------------------------+
| 1  | Draft work plan        | 2         | Within 2 weeks.          |
| .3 |                        |           | Presented at kickoff     |
|    |                        |           | meeting.                 |
+----+------------------------+-----------+--------------------------+
| 1  | Meeting with GPO       | Every 2   | Meeting with GPO         |
| .5 |                        | weeks     |                          |
+----+------------------------+-----------+--------------------------+
| 1  | Biannual Meeting       | 2/year    | Every 6 months after CED |
| .6 |                        |           |                          |
+----+------------------------+-----------+--------------------------+
| 1  | Monthly Progress       | 1         | On the 10^th^ of the     |
| .7 | Reports                |           | month following end of   |
|    |                        |           | reporting period         |
+----+------------------------+-----------+--------------------------+
| 1  | Quarterly Budget       | 2         | 2 weeks following end of |
| .8 | Reports                |           | each quarter             |
+----+------------------------+-----------+--------------------------+
| 1  | Annual Report          | 2         | 2 weeks after end of     |
| .9 |                        |           | contract year            |
+----+------------------------+-----------+--------------------------+
| 1. | Final Report           | 2         | 4 weeks prior to end of  |
| 10 |                        |           | contract                 |
+----+------------------------+-----------+--------------------------+
| Pa | IT Plan                | 2         | Updated within 1 month   |
| ge |                        |           | of new contract year     |
| 4  |                        |           |                          |
+----+------------------------+-----------+--------------------------+
| Pa | IT Security Plan       | 2         | Within 1 month of CED    |
| ge |                        |           |                          |
| 4  |                        |           |                          |
+----+------------------------+-----------+--------------------------+
| 1. | Advisory Steering      | 1/year    | Within the first 6       |
| 11 | Committee Meeting      |           | months of new contract   |
|    |                        |           | year                     |
+----+------------------------+-----------+--------------------------+
| 2  | Library Database       | Monthly   | Part of monthly progress |
|    |                        |           | report                   |
+----+------------------------+-----------+--------------------------+
| 3  | Annotated              | Updated   | NRCH website update      |
|    | Bibliographies         | annually  | annually                 |
+----+------------------------+-----------+--------------------------+
| 4  | Website Annual Plan    | 2         | 6 weeks of beginning of  |
| .1 |                        |           | new contract year        |
+----+------------------------+-----------+--------------------------+
| 6  | Papers, manuals,       | 2         | 2 in Option Years 2 and  |
|    | curricula, et al.      |           | 4                        |
|    |                        |           |                          |
|    |                        |           | 4 in Option Years 1 and  |
|    |                        |           | 3                        |
+----+------------------------+-----------+--------------------------+
| 6  | Plan for topics of     | 1         | 4 weeks of beginning of  |
|    | papers/reports         |           | each contract year       |
+----+------------------------+-----------+--------------------------+
| 7  | Respond to Requests    | As        | Within 24 hours of       |
| .1 | for Information        | necessary | initial contact          |
+----+------------------------+-----------+--------------------------+
| 7  | Conduct Regional       | 2         | Each Option Year         |
| .2 | Workshops              |           |                          |
+----+------------------------+-----------+--------------------------+
| 7  | Provide training &     | 4         | 4 in Option Years 1, 3   |
| .3 | Tech. Assist.          |           | and 4                    |
+----+------------------------+-----------+--------------------------+
| 7  | Provide list of        | 1         | Within 2 weeks of each   |
| .3 | training consultants   |           | new contract year        |
+----+------------------------+-----------+--------------------------+
| 8  | Conduct Conference     | 1         | Option Years 2 and 4     |
| .2 |                        |           |                          |
+----+------------------------+-----------+--------------------------+

In addition to the above items, the following items shall be delivered
as follows:

#  {#section-5 .unnumbered}

  ----------------------------- -------------- ------------------- --------------
  **Description**               **Quantity**   **Due Date**        **Delivery**

  [Public                       Original & two Monthly, within 20  CO/Task 1-8
  vouchers]{.underline}.        (2) copies to  days after end of   GPO
  Standard Form 1034 to be      C.O.; One (1)  period reported.    
  prepared in accordance with   copy to Task                       
  SAMHSA Billing Instructions.  1-8 GPO                            
  ----------------------------- -------------- ------------------- --------------

**[Schedule of Deliverables and/or Reporting Requirements for Task
9]{.underline}**

+-------+------------------------------+-----+------------------------+
| **T   | **Description**              | **Q | **Delivery**           |
| ask** |                              | uan |                        |
|       |                              | tit |                        |
|       |                              | y** |                        |
+-------+------------------------------+-----+------------------------+
| 9.1   | **Finalize plan of           | **  |                        |
|       | performance**                | 1** |                        |
+-------+------------------------------+-----+------------------------+
| 9.1.1 | Draft plan of performance    | 1   | 2 weeks after the      |
|       |                              |     | start of the contract  |
|       |                              |     | year                   |
+-------+------------------------------+-----+------------------------+
| 9.1.2 | Finalize plan of performance | 1   | 2 weeks after GPO      |
|       |                              |     | approval               |
+-------+------------------------------+-----+------------------------+
| 9.1.3 | Submit draft plan of         | 1   | 48 weeks after start   |
|       | performance for following    |     | of the contract year   |
|       | year                         |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.1.4 | Submit revised plan of       | 1   | 2 weeks after GPO      |
|       | performance for following    |     | approval               |
|       | year                         |     |                        |
+-------+------------------------------+-----+------------------------+
| #     | **Technical Assistance at    | *   |                        |
| # 9.2 | State Locations**            | *8\ |                        |
|  {#se |                              | *** |                        |
| ction |                              |     |                        |
| -6 .u |                              |     |                        |
| nnumb |                              |     |                        |
| ered} |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.2.1 | Submit plan for selection    | 1   | 4 weeks after start of |
|       | system                       |     | the contract year      |
+-------+------------------------------+-----+------------------------+
| 9.2.2 | Recommend States for TA      | 1   | 10 weeks after start   |
|       |                              |     | of the contract year   |
+-------+------------------------------+-----+------------------------+
| 9.2.3 | Begin scheduling State TA    | 8\* | 2 weeks after GPO      |
|       |                              |     | approval               |
+-------+------------------------------+-----+------------------------+
| 9.2.4 | Recommend States for         | 1   | 50 weeks after start   |
|       | selection for following      |     | of contract year       |
|       | contract year                |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.2.5 | Submit Reports 3 weeks after | 8\* | 3 weeks after each     |
|       | each visit                   |     | visit                  |
+-------+------------------------------+-----+------------------------+
| #     | ## Meeting of State PAT      | **  | **Only during Year 2   |
| # 9.3 | H Contacts {#meeting-of-stat | 1** | and Year 4**           |
|  {#se | e-path-contacts .unnumbered} |     |                        |
| ction |                              |     |                        |
| -7 .u |                              |     |                        |
| nnumb |                              |     |                        |
| ered} |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.3.1 | Draft agenda and presenter   | 1   | 18 weeks after start   |
|       | list                         |     | of Year 2 and Year 4   |
+-------+------------------------------+-----+------------------------+
| 9.3.2 | Revise agenda and            | 1   | 22 weeks after start   |
|       | participant list             |     | of Year 2 and Year 4   |
+-------+------------------------------+-----+------------------------+
| 9.3.3 | Final agenda                 | 1   | 24 weeks after start   |
|       |                              |     | of Year 2 and Year 4   |
+-------+------------------------------+-----+------------------------+
| 9.3.4 | Submit evaluation of meeting | 1   | 3 weeks after meeting, |
|       |                              |     | in Year 2 and Year 4   |
+-------+------------------------------+-----+------------------------+
| #     | ## PATH D                    |     |                        |
| # 9.4 | ata {#path-data .unnumbered} |     |                        |
|  {#se |                              |     |                        |
| ction |                              |     |                        |
| -8 .u |                              |     |                        |
| nnumb |                              |     |                        |
| ered} |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.4.1 | Mail instructions to States  | 1   | June 30 of each        |
|       | and local providers          |     | contract year          |
+-------+------------------------------+-----+------------------------+
| 9.4.2 | Contractor shall submit a    |     | In Year 3 of the       |
|       | draft copy of the OMB        |     | contract and           |
|       | package to PATH-GPO          |     | otherwise, as needed   |
+-------+------------------------------+-----+------------------------+
| 9.4.3 | Contractor shall submit a    |     | In Year 3 of the       |
|       | final copy of the package to |     | contract and           |
|       | PATH-GPO                     |     | otherwise, as needed,  |
|       |                              |     | 2 weeks following GPO  |
|       |                              |     | approval of an OMB     |
|       |                              |     | package                |
+-------+------------------------------+-----+------------------------+
| 9.4.4 | Prepare draft of data tables | 1   | 12 weeks after due     |
|       |                              |     | date for States to     |
|       |                              |     | provide data           |
+-------+------------------------------+-----+------------------------+
| 9.4.5 | Prepare final report of data | 1   | 2 weeks after GPO      |
|       | tables                       |     | approval               |
+-------+------------------------------+-----+------------------------+
| 9.4.6 | Submit draft program         | 1   | April 1                |
|       | summary, including 1-page    |     |                        |
|       | fact sheet.                  |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.4.7 | Submit final program summary | 1   | 2 weeks after GPO      |
|       |                              |     | approval               |
+-------+------------------------------+-----+------------------------+
| **    | **Provide Technical Support  |     |                        |
| 9.5** | for Field Generated          |     |                        |
|       | Assistance**                 |     |                        |
+-------+------------------------------+-----+------------------------+
| 9     | TA on National Topics        | 5\* |                        |
| .5.1. |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.    | Identify topics and speakers | 5\* | 4 weeks before the     |
| 5.1.1 |                              |     | call                   |
+-------+------------------------------+-----+------------------------+
| 9.    | Notify recipients of         | 5\* | 3 weeks before call    |
| 5.1.2 | telephone calls              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.5   | Evaluation of each call      | 5\* | 3 weeks after call     |
| .1.3. |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.5   | Prepare edited transcript    | 5\* | 4 weeks after call     |
| .1.4. |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9     | Issue Development Groups     | 3\* |                        |
| .5.2. |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.    | Prepare list of issues       | 3\* | 8 weeks after start of |
| 5.2.1 |                              |     | the contract year      |
+-------+------------------------------+-----+------------------------+
| 9.    | Draft report                 | 3\* | 14 weeks after group   |
| 5.2.2 |                              |     | is convened            |
+-------+------------------------------+-----+------------------------+
| 9.5   | Submit final report          | 3\* | 4 weeks after GPO      |
| .2.3. |                              |     | approval               |
+-------+------------------------------+-----+------------------------+
| 9.    | Disseminate information      | 3\* | 2 weeks after GPO      |
| 5.2.4 |                              |     | approval               |
+-------+------------------------------+-----+------------------------+
| 9     | Mentoring Program            |     |                        |
| .5.3. |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| ##    | Contact new State PATH       |     | 3 weeks following      |
| ## 9. | Contact                      |     | their appointment      |
| 5.3.1 |                              |     |                        |
|  {#se |                              |     |                        |
| ction |                              |     |                        |
| -9 .u |                              |     |                        |
| nnumb |                              |     |                        |
| ered} |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| ####  | ##### Conduct fol            | #   | 3 weeks following      |
| # 9.5 | low up meeting  {#conduct-fo | ##  | participation in       |
| .3.2  | llow-up-meeting .unnumbered} | 1 { | mentoring program      |
| {#sec |                              | #se |                        |
| tion- |                              | cti |                        |
| 10 .u |                              | on- |                        |
| nnumb |                              | 11  |                        |
| ered} |                              | .un |                        |
|       |                              | num |                        |
|       |                              | ber |                        |
|       |                              | ed} |                        |
+-------+------------------------------+-----+------------------------+
| **T   | **Description**              | **Q | **Delivery**           |
| ask** |                              | uan |                        |
|       |                              | tit |                        |
|       |                              | y** |                        |
+-------+------------------------------+-----+------------------------+
| ###   | Host quarterly               | 4   | 13 weeks after start   |
| # 9.5 | teleconferences              |     | of the contract and    |
| .3.3  |                              |     | every 13 weeks         |
| {#sec |                              |     | thereafter             |
| tion- |                              |     |                        |
| 12 .u |                              |     |                        |
| nnumb |                              |     |                        |
| ered} |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9     | Internet--based activities   |     |                        |
| .5.4. |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.    | IT and IT Security Plans     |     |                        |
| 5.4.1 |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.5.  | Submit Draft IT Plan         | 1   | 1 month after the CED  |
| 4.1.1 |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.5.  | Submit Draft IT Security     | 1   | 1 month after the CED  |
| 4.1.2 | Plan                         |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.5.  | ###### S                     | 1   | 2 weeks after DMS-IT   |
| 4.1.3 | ubmit Final IT Plan  {#submi |     | approval               |
|       | t-final-it-plan .unnumbered} |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.5.  | Submit Final IT Security     | 1   | 2 weeks after DMS-IT   |
| 4.1.4 | Plan                         |     | approval               |
+-------+------------------------------+-----+------------------------+
| 9.5   | Develop Web page             |     |                        |
| .4.2. |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.5.  | Develop State Innovations    | 3   |                        |
| 4.2.1 | Web pages                    |     |                        |
+-------+------------------------------+-----+------------------------+
| 9     | Create a State innovation    |     | 8 weeks after start of |
| .5.4. | section on Web site          |     | the contract year      |
| 2.1.1 |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9     | Develop a process for        |     | 3 weeks after start of |
| .5.4. | selecting States             |     | the contract year      |
| 2.1.2 |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9     | Recommend States to be       | 3   | 8 weeks after start of |
| .5.4. | selected                     |     | the contract year      |
| 2.1.3 |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.5.  | Develop experts forum        | 6\* |                        |
| 4.2.2 |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9     | Propose a timetable for      |     | 9 weeks after start of |
| .5.4. | presentations                |     | the contract year      |
| 3.2.1 |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.5.  | Prepare final timetable for  | 1   | 1 week after GPO       |
| 4.2.2 | presentations                |     | approval               |
+-------+------------------------------+-----+------------------------+
| 9.5.  | Create an experts' forum     | 1   | 11 Weeks after start   |
| 4.2.3 | section on Web site          |     | of the contract year   |
+-------+------------------------------+-----+------------------------+
| ##    | ##                           |     |                        |
|  9.6  |  Prepare and disseminate doc |     |                        |
| {#sec | uments  {#prepare-and-dissem |     |                        |
| tion- | inate-documents .unnumbered} |     |                        |
| 13 .u |                              |     |                        |
| nnumb |                              |     |                        |
| ered} |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.6.1 | Disseminate information      | 1   |                        |
|       | about exemplary practices    |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.    | Propose strategy to identify | 1   | 8 weeks after start of |
| 6.1.1 | exemplary practices          |     | each contract year     |
+-------+------------------------------+-----+------------------------+
| 9.    | Submit list of proposed      | 1   | 2 weeks after GPO      |
| 6.1.2 | practices                    |     | approval of strategy   |
+-------+------------------------------+-----+------------------------+
| 9.    | Submit outline of each       | 5\* | 2 weeks following GPO  |
| 6.1.3 | proposed report              |     | approval of proposed   |
|       |                              |     | practices.             |
+-------+------------------------------+-----+------------------------+
| 9.    | Submit draft of proposed     | 5\* | 8 weeks after GPO      |
| 6.1.4 | reports                      |     | approval of each       |
|       |                              |     | outline                |
+-------+------------------------------+-----+------------------------+
| 9.    | Submit final reports         | 5\* | 2 weeks after GPO      |
| 6.1.5 |                              |     | approval of each       |
|       |                              |     | draft.                 |
+-------+------------------------------+-----+------------------------+
| 9.    | Distribute Reports           | 5\* | 2 weeks after GPO      |
| 6.1.6 |                              |     | approval of final      |
+-------+------------------------------+-----+------------------------+
| 9     | Prepare TA Documents         | 2\* |                        |
| .6.2. |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.    | Propose topics for document  | 2   | 46 weeks after the     |
| 6.2.1 |                              |     | start of the contract  |
|       |                              |     | year                   |
+-------+------------------------------+-----+------------------------+
| 9.    | Submit outline               | 2   | 4 weeks after GPO      |
| 6.2.2 |                              |     | approval               |
+-------+------------------------------+-----+------------------------+
| 9.    | Submit draft document        | 2   | 6 weeks after approval |
| 6.2.3 |                              |     | of outline             |
+-------+------------------------------+-----+------------------------+
| 9.    | Incorporate revisions        |     | 2 weeks after approval |
| 6.2.4 |                              |     | of draft               |
+-------+------------------------------+-----+------------------------+
| 9     | Publication Clearance        |     | as needed              |
| .6.3. |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.6.4 | Maintain Rosters             |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.    | Maintain Roster of State     | 4   | 6 weeks after start of |
| 6.4.1 | PATH Contacts                |     | each contract year and |
|       |                              |     | at 3-month intervals   |
|       |                              |     | thereafter             |
+-------+------------------------------+-----+------------------------+
| 9.    | Develop list of local        | 1   | 10 weeks after start   |
| 6.4.2 | provider organizations       |     | of contract year       |
+-------+------------------------------+-----+------------------------+

+-------+------------------------------+-----+------------------------+
| **T   | **Description**              | *   | **Delivery**           |
| ask** |                              | *Qt |                        |
|       |                              | y** |                        |
+-------+------------------------------+-----+------------------------+
| **    | **Submit report of SSI       | **  | **6 months after start |
| 9.7** | Activities**                 | 1** | of contract year**     |
+-------+------------------------------+-----+------------------------+
| **    | **Prepare Reports**          |     |                        |
| 9.8** |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9.8.1 | Submit progress reports      | 3   | 10^th^ workday of the  |
|       |                              |     | 5^th^ month of the     |
|       |                              |     | contract and every     |
|       |                              |     | four months            |
|       |                              |     | thereafter.            |
+-------+------------------------------+-----+------------------------+
| 9.8.2 | Assess TA                    |     |                        |
+-------+------------------------------+-----+------------------------+
| 9     | Submit draft plan for        | 1   | 10 weeks after start   |
| .8.2. | assessment                   |     | of the contract year . |
+-------+------------------------------+-----+------------------------+
| ####  | ###                          | 1   | 2 weeks after GPO      |
| ## 9. | ### Submit final plan for as |     | approval               |
| 8.2.  | sessment {#submit-final-plan |     |                        |
| {#sec | -for-assessment .unnumbered} |     |                        |
| tion- |                              |     |                        |
| 14 .u |                              |     |                        |
| nnumb |                              |     |                        |
| ered} |                              |     |                        |
+-------+------------------------------+-----+------------------------+
| 9     | Submit draft assessment      | 1   | 28 weeks after GPO     |
| .8.2. | report                       |     | approval of plan       |
+-------+------------------------------+-----+------------------------+
| 9     | Submit final assessment      | 1   | 2 weeks after GPO      |
| .8.2. | report                       |     | approval of plan       |
+-------+------------------------------+-----+------------------------+
| 9.8.3 | Submit draft of final        | 1   | 4 weeks before end of  |
|       | contract report              |     | contract after GPO     |
|       |                              |     | approval of final      |
|       |                              |     | draft                  |
+-------+------------------------------+-----+------------------------+

  ---------- ------------------------------- --------- ------------------------
  **Task**   **Description**                 **Qty**   **Delivery**

  9.8.4      Final Report                    1         Submit final version two
                                                       weeks after GPO approval
                                                       of draft
  ---------- ------------------------------- --------- ------------------------

**\*** Up to the quantity indicated

In addition to the above items, the following items shall be delivered
as follows:

#  {#section-15 .unnumbered}

+-----------------------------+-----------+------------------+--------+
| **Description**             | **Q       | **Due Date**     | **Deli |
|                             | uantity** |                  | very** |
+-----------------------------+-----------+------------------+--------+
| [Public                     | Original  | Monthly, within  | CO/    |
| vouchers]{.underline}.      | & two (2) | 20 days after    |        |
| Standard Form 1034 to be    | copies to | end of period    | Task 9 |
| prepared in accordance with | C.O.; One | reported.        | GPO    |
| SAMHSA Billing              | (1) copy  |                  |        |
| Instructions.               | to Task 9 |                  |        |
|                             | GPO       |                  |        |
+-----------------------------+-----------+------------------+--------+