SOW Pages From 14-10306

Public Health Institute
14-10306
Goal: Ensure a smooth transition and transfer of knowledge from the Public Health Institute staff to the California Department of
Public Health, Nutrition Education and Obesity Prevention Branch State civil service staff for select services.
Objective 1: Beginning October 1, 2014, through September 30, 2015, under the direction of and in partnership with the Nutrition
Education and Obesity Prevention Branch staff, Public Health Institute staff will transition subject matter knowledge and information
by: providing a maximum of 1,500 hours of technical assistance and developing, as specified in the scope of work: guides, toolkits,
programmatic resources, print materials, trainings, reports and support the continuation of selected activities.
Functional
Area
Major Tasks and Activities
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
General
Deliverables
1. Within each functional area, Public Health Institute (PHI)

staff, will work in conjunction with designated Nutrition
Education and Obesity Prevention Branch (NEOPB) staff to
obtain information of needs and provide finalized scope of
work deliverables. PHI will provide up to three rounds of
edits to all documents. NEOPB will send finalized
documents through the California Department of Public
Health (CDPH) approval processes.
09/30/2015
Written approval of all contract

deliverables; original files including,
art files of all deliverables in native
format and font files with any linked
files for photographs and clip art; the
original signed photo releases (if
applicable), and/or photo usage
agreement forms.
PD I
PD III
CPS III
PA III
In order to ensure deliverable finalization within the three

rounds of edits for the toolkits (activity 9a), guides (activities
9b, 10, and 12), and train-the-trainer modules (activity 15),
NEOPB and PHI will approach the deliverables using an
agreed upon work order format to ensure timelines are met,
and agreed upon template layout is used. Initial drafts
submitted to the CDPH NEOPB will be thoroughly proofread
by PHI for spelling and grammar, and formatting issues.
MM II
Page 3 of 28
CS = Communications Specialist; COS I = Community Outreach Specialist I; CPS II = Community Partnership Specialist II; CPS III = Community Partnership
Specialist III; HE III = Health Educator III; HE IV = Health Educator IV; IS II = Information Specialist II; MM I = Marketing Manager I; MM II = Marketing Manager II;
MM III = Marketing Manager III; MS II= Marketing Specialist II; MS III = Marketing Specialist III; MS IV = Marketing Specialist IV; PA III = Program Administrator III;
PD I = Program Director I; PD II = Program Director II; PD III = Program Director III; PM = Program Manager; PC = Project Coordinator; PjM= Project Manager;
RA III = Research Associate III; RA IV = Research Associate IV; RS I = Research Scientist I; RS II = Research Scientist II; TA II = Technical Assistance Specialist
II; TA III= Technical Assistance Specialist; PHI = Public Health Institute

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
NEOPB will provide consolidated Branch edits for each

round of review.
General:
Meetings
2. As needed to complete contract deliverables, assigned PHI

staff will participate in NEOPB, Section, work group and/or
other team meetings, teleconferences, webinars, trainings
and conferences; this includes in-person or via phone. Inperson, onsite meetings at the CDPH offices in Sacramento
will be no more than twice per month with PHI unit leads.
09/30/2015
Technical Assistance log.
PD I
PD II
PD III
MM III
Include NEOPB staff in formative discussions for scope of

work deliverables.
General:
Reporting
3. Using the template provided by the NEOPB, PHI will submit

monthly written status report updates to NEOPB leadership.
Monthly updates shall address accomplishments, progress,
and challenges.
Provide and submit one mid-year progress report and one
final report using the template provided by NEOPB.
For the months where mid-year progress report or the final
report are submitted no monthly update is required.
Monthly face-to-face, in-person meetings with PHI Leads
and NEOPB Leadership to check-in on scope of work items.
PA III
09/30/2015
10 monthly written status reports;
PD I
Monthly
Reports due
th
on the 5 of
the following
month
1 mid-year written progress report

with deliverables; and
PD III
Mid-Year
Progress
Report due
4/5/2015
PA III
1 final progress report with
deliverables.
CPS III
12 face-to-face, in-person leadership

meetings are scheduled and
conducted.
Final Report
due
09/30/2015
Page 4 of 28
II; TA III= Technical Assistance Specialist II; PHI = Public Health Institute

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
General:
Reporting
4. Support the submission of a minimum of 5 applications of

evidence-based and practice-based developed obesity
prevention approaches to include in the 2015/2016 United
States Department of Agriculture Supplemental Nutrition
Assistance Program-Education Toolkit.
09/30/2015
5. Create one print-ready designed summary table format that

provides a snapshot view of all developed NEOPB
interventions including, at minimum, indication of the
evidence/practice base, target audience age, ethnicity,
language, materials, and intervention settings.
11/30/2014
Minimum of 5 completed resource

summary applications.
PD I
PD II
Completed summary table.
PD I
PD II
TA II
General:
Reporting
6. Update the core recommendations to the Fruit, Vegetable,

and Physical Activity Campaigns and Programs: Critical
Analysis and Recommendations (August 22, 2013) for
current interventions developed NEOPB.
4/30/2015
Updated critical analysis and

recommendations.
RA III
PA III
PM
General
Work-Product
Collaboration
Using the structure of the initial document, add content for

each of the following: Rethink Your Drink, Asian American
Pacific Islander, Native American, and Physical Activity
Integration.
7. NEOPB will identify a system for document and workproduct collaboration between the NEOPB and the PHI that
is feasible for all major tasks and activities outlined in this
scope of work. The PHI will use the system.
MS III (2)
MS IV
09/30/2015
Document sharing process.
PD III
PA III
Page 5 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
General
Technical Assistance
8. Until new NEOPB staff is hired, work with local health

department staff, local implementing agencies, and their
contractors and mentor NEOPB staff in the implementation
of priority/core elements of program activities:
03/31/2015
Technical Assistance log.
RA III (2)
RA IV
RS I (2)
i.
ii.
iii.
iv.
v.
Program evaluation activities including, Impact/Outcome

Evaluation, Communities of Excellence, Activity
Tracking Form/Education and Administration Reporting
System, and Reach, Effectiveness, Adoption,
Implementation, and Maintenance, policy, system, and
environmental change requirements;
Media, communications, website updates, materials,
and public relations;
Policy and partnerships;
Trainings to address gaps identified by designated
NEOPB Staff; and
Reporting.
RS II
PD II
MM II
MM I (2)
PA II
MS III (2)
CPS III
CPS II
Transition Resources
for Local Programs:
Intervention
Implementation
Toolkit
9a. For each of the NEOP interventions listed below, develop all
components of an Intervention Implementation Toolkit to be
used by local health departments and local agencies to market
and implement the specific intervention: Retail Program;
Worksite Program; Latino Campaign; African American
Campaign; Children & Youth: Power Play! (include
Draft 1
1/1/2015
Draft 2
5/31/2015
10 completed, graphically-designed
print-ready electronic and hard-copy
Intervention Implementation Toolkit
with all identified components
PD I
PD II
MS II
10 recorded and archived webinars -
Page 6 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
Photovoice); Rethink Your Drink; Physical Activity Integration;

Youth Engagement; Harvest of the Month (inclusive of farm tofork, school, afterschool and preschool); and Champions for
Change Statewide advertising campaign.
Final
8/31/2015
High quality digital audio recording

encoded as a 256Kbps MP3 file of
webinar.
MS III (2)
MS IV (3)
MM I
Each Intervention Implementation Toolkit needs to include the

following components:
i.
ii.
iii.
iv.
v.
vi.
vii.
viii.
ix.
x.
xi.
One-page overview document of how the intervention

operates within each level of the Social Ecological
Model, include examples;
Intervention one-page fact sheets appropriate for
marketing to general public and decision-makers;
Implementation overview document, including keys to
successful program implementation, and
recommendations for addressing common obstacles;
PowerPoint presentation with speaker notes and talking
points (appropriate for public audience);
Recorded and archived webinar;
Local implementation guide;
List of resources, including list-servs and websites for
promising practices and training resources;
Health Statistics fact sheets;
Success stories;
Evaluation tools and information; and
Citation page of the intervention evidence-base
including resources and online reference links, as well
as specific campaign evaluations with findings.
MM II
MM III
TA II
TA III
RA III
RA IV (3)
PM (2)
IS II (2)
RS I (2)
PC
COS I
Page 7 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
xii.
for Local Programs:
Staff Guide
For Children & Youth only, develop a one-page

intervention overview document and supporting
PowerPoint presentation with speaker notes that detail
the Youth to Career Pathways Project.
9b. For each of the NEOPB interventions and activities listed

below, develop the following components of a Nutrition
Education and Obesity Prevention Branch Staff Guide to serve
as a tool to transfer knowledge: Retail Program; Worksite
Program; Latino Campaign; African American Campaign; Power
Play! (including Photovoice); Rethink Your Drink; Youth
Engagement; Physical Activity Integration; Harvest of the Month
(inclusive of farm tofork, school, afterschool and preschool);
Communities of Excellence; Research tools for NEOPB studies,
including: Comprehensive Local Health Department Evaluation;
Impact and Outcome Evaluation; and Activity Tracking Form and
other reporting processes.
CS
Draft 1
03/31/2015
Final
06/30/2015
Nutrition Education and Obesity
Prevention Staff Guides that include
components noted under the Major
Tasks and Activities
MS III
MS IV (3)
MM I
MM II
MM III
TA III
RA III (2)
Each Nutrition Education and Obesity Prevention Branch Staff

Guide needs to include the following components:
i.
ii.
Responses to frequently asked questions of local health

departments and intermediaries to support successful
implementation;
List of internal and external meeting, workgroups,
committees, and collaboratives which NEOPB staff
should attend;
RA IV (2)
PM (2)
IS II (2)
PD I
PD II (2)
Page 8 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
iii.
iv.
for Local Programs:
Staff Guide
Print-ready crosswalk document identifying and

showcasing Rethink Your Drink Campaign, Harvest of
the Month, Communities of Excellence, and Physical
Activity Integration can integrate and support the other
interventions.
A comprehensive stand-alone materials index of English
and Spanish-language materials that details the
promotional and educational materials for each
intervention with thumbnails, target audience and
recommendations for use (catalog reference guide).
10. Develop the following components of comprehensive Policy

and Partnerships Staff Guide to serve as a tool to transfer
knowledge.
Policy and Partnerships Staff Guide components include:
i.
ii.
iii.
Index of resources, collaboratives, professional

conferences and references that support and inform the
functions and duties as previously carried out previously
by PHI staff;
Partnership plan, CDPH partnership team membership,
structure and charter, policy workgroup charter, policy
trio team membership, structure;
Policy components should include a reference listing of
online resources describing state and national legislative
processes, timing and deadlines for state legislative
process;
RS I (2)
PC
COS I
CS
Draft 1
01/31/2015
Final
06/30/2015
Completed, graphically-designed
Policy and Partnerships Staff Guide
that includes the components noted
in the Major Tasks and Activities.
CPS II
CPS III
RS II
IS II
Page 9 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
iv.
v.
for Local Programs:
Media and
Communications
Recommendations for list-servs, websites and other

resources used to monitor and track state and national
policy relevant to obesity prevention; and
A one-page overview for the policy, systems, and
environmental (PSE) change Resource Guide, and Top
13 PSE Strategies; the one pager for the Top 13 PSE
Strategies should describe the process used to identify
and choose the Top 13 PSE Strategies, including
resources consulted.
11. Develop a written and visual tutorial on the following

processes:
i.
ii.
iii.
Accessing all materials in the online NEOPB Resource

Library including a review of completed materials;
Social media posting; and
Spanish-language glossary and translation protocols for
team developing Spanish language materials.
Draft 1 of
Tutorial
1/31/2015
Final
4/30/2015
Completed and updated web

content, websites, and written and
visual website tutorials
MM I (2)
MM II
MS III (2)
IS II
Work with NEOPB staff to provide bi-annual updated content

for Harvest of the Month, Champions for Change, Take
Action, and the Nutrition Education and Obesity Prevention
Branch website campaign and program website pages,
including the online Communications Resource Library, any
outdated materials and resources, contact information, and
best practices.
Page 10 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
Media and
Communications:
Staff Guides
12. For each of the items listed below, develop components of a

comprehensive Nutrition Education and Obesity Prevention
Branch Staff Guide to serve as a tool to transfer knowledge.
a) Materials Development
b) Advertising
c) Public Relations
Draft 1
01/31/2015
Final
06/30/2015
Staff Guides that includes the
components noted in the Major
Tasks and Activities.
PD II
MM I (2)
MM III
MS II
a) Materials Development Staff Guide components include:

i.
ii.
iii.
iv.
v.
Content outlining the process for materials development

including, a checklist, use of appropriate
photo/illustration, art, music, low literacy copywriting,
translation, and print production;
Information related to pilot testing and evaluating
materials; and
Flow charts structure with content for materials from
concept to distribution including general timelines, State
and Federal acknowledgements and logos, approvals,
and review tools and nuances for various languages.
Protocol for evaluation of materials and resources.
Research any USDA Evaluation guidelines on consumer
and evidence-based standards for testing to ensure
criteria are met.
List of resources and references that support and inform
the function and duties as carried out previously by PHI
advertising staff, including recommendations for list-
MS III
IS II
Page 11 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
serves and websites for promising practices, training

resources, and conferences.
b) Advertising Staff Guide components include:
i.
ii.
iii.
iv.
Information on designated market areas, how to

approve media placement by utilizing census tract
data, accurate attribution statements, timeframes
and processes for approvals;
Frequently asked questions and answers, and
technical assistance provided to state funded
partners; and
Include all English and Spanish language related
documents.
A list of resources and references that support and
inform the function and duties as carried out
previously by PHI advertising staff, including
recommendations for list-serves and websites for
promising practices, training resources, and
conferences.
c) Public Relations Staff Guide components include:

i.
Tools and training materials to support NEOPB staff

in leading train-the-trainer sessions to implement
each signature campaigns and programs including:
Latino, African American, Retail, Worksite, Power
Play!, Harvest of the Month, Rethink Your Drink,
Page 12 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
ii.
iii.
iv.
v.
vi.
vii.
Communities of Excellence, and Youth

Engagement;
Templates for all public relations activities,
spokesperson training, timing for release to press
materials, timeframes and processes for approvals;
Frequently asked questions and answers;
Annual calendar for public relations events,
Materials checklists and milestones for signature
events, including template media advisories, press
releases, message points, and sample of minute by
minute outlines of events; and
Include all English and Spanish language related
documents.
Create a list of resources and references that
support and inform the function and duties as
carried out previously by PHI Public Relations staff,
including recommendations for list-serves and
websites for promising practices, training resources,
and conferences.
Changes and modifications will be directed and provided by

NEOPB staff. PHI staff will provide up to three rounds of
edits based on direction of NEOPB.
Page 13 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
for Local Programs:
Reporting
13. Until new staff is hired and trained, work with State and
Local Implementing Agencies to develop and implement a
training and technical assistance plan for the on-line
Education and Administration Reporting System to assist
Local Implementing Agencies enter required information, run
reports, and all other related functions. Work with new staff
to transition the technical assistance support plan.
Draft 1
03/31/2015
Summary of trainings and technical

assistance log
Final
8/31/2015
Training and technical assistance

support plan
PD II
RA III
Work with State and Local Implementing Agencies to

establish user accounts and modify or resolve problems with
the system as required by working with the CDPH,
Information Technology Services Division (ITSD).
Page 14 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
Training and
for the Transition
14. Keeping the primary focus on the development of

comprehensive Intervention Implementation Guides, Staff
Guides, and training modules, PHI staff will provide
technical assistance to NEOPB staff, as requested, to a
maximum of 1,500 hours during the contract period.
TA
12/31/2014
3/31/2015
Technical Assistance Log.
MS III (2)
Technical Assistance Quarterly

Reports of requests and responses.
MS IV (3)
MM I (3)
6/30/2015
NEOPB staff will provide technical assistance and answer
questions to local implementing agencies.
MM II (2)
9/30/2015
TA III
An online Technical Assistance Log will be utilized to record

instances of requested training and materials provision. Data
will be analyzed to gauge needs by staff and to document
outputs, assess patterns of use, and indicate effectiveness
of activities.
TA
Summary
Report
Draft 1
1/31/2015
RA III (2)
RA IV
PM (2)
TA
Summary
Report
Final
6/30/15
IS II
MM III
PD I
PD II
RS I
RS II
Page 15 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
Training and
for the Transition:
Train-the-Trainer
15. Utilizing content from the Best Practices in Nutrition

Education and Obesity Prevention for Low-Income
Audiences (2014), to design one in-person, multi-module,
learner-centered, train-the-trainer program for use by
NEOPB staff in leading in-person train-the-trainer sessions
for each of the following interventions: Retail Program;
Worksite Program; Latino Campaign; African American
Campaign; Children & Youth: Power Play! (including
Photovoice); Rethink Your Drink; Youth Engagement;
Physical Activity Integration; Harvest of the Month (including
farm tofork, school, afterschool and preschool);
Communities of Excellence; How to recruit Champion
Moms, and Recruitment Kit; Spokesperson Training;
Statewide Advertising Campaign Champions for Change,
Reach, Effectiveness, Adoption, Implementation, and
Maintenance Framework; and Impact/Outcome Evaluation.
Draft 1
03/31/2015
Final
5/31/2015
14 completed Instructor Manuals,

(1 each per program list in Major
Tasks and Activities).
MM I
Instructor Manuals are to include

listed components noted under Major
Tasks and Activities and be provided
as graphically-designed, print-ready
electronic-copy and hard-copy
products.
MS III
MM II (2)
MS IV (3)
TA III
RA III
PM (3)
PjM
PC
For each of the interventions listed above, create an

Instructor Manual to support the train-the-trainer program.
For each Instructor Manual, include the following:
PD I
PD II (3)
i.
ii.
iii.
iv.
v.
vi.
PowerPoint presentations with speaker notes;

Recommendations for tailoring interventions for
cultural competency and audience, as applicable
Training schedule, agenda, and evaluation
Class preparation checklist;
Training evaluation protocol;
Trainee observation tools;
RS II (2)
RS I (3)
RA III
Page 16 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
vii.
viii.
Coaching and active feedback protocol and tools;

and
Participant tools and resources, as culturally
appropriate, and as site allows for, include agendas,
handouts, resources, and packet materials.
RA IV (2)
CPS II
COS I
CS
IS II
Training and
for the Transition
16. In partnership with NEOPB staff, PHI staff shall jointly plan
and conduct 4 trainings on regional youth engagement and
accompanying adult ally trainings with emphasis on youth
and community partners co-leading community assessment
work.
09/30/2015
17. Develop and deliver two, in-person 4-6 hour train-the-trainer

trainings that combine all three topic areas listed below for
NEOPB Branch staff. Provide a PowerPoint presentation
with speaker notes that can be used in a train-the-trainer
model and the listed training support documents.
Training 1
Training materials, packets,

handouts, PowerPoint presentations
with speaker notes, template
evaluation, summary and critical
analysis of evaluations.
Youth Engagement
Training and
for the Transition
Youth, Parents, and

Schools
i.
ii.
iii.
School Wellness Policy 101;

Engaging Youth in Local School Wellness Policy;
and
Engaging Parents in Local School Wellness Policy.
11/28/2014
Training 2
03/31/2015
2 training agendas, Technical

Assistance log, training materials
including, PowerPoint with speaker
notes, handouts, updated English
and Spanish language versions of
the following:
-
PD III
MM II
MS IV
TA III
PM
HE III
HE IV
CS
Policy in Action: A Guide to

Updating Your Local School
Wellness Policy;
Page 17 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
Training support includes:

i.
ii.
iii.
iv.
Training and
for the Transition
Youth, Parents, and

Schools
A Frequently Asked Questions factsheet on the

Local School Wellness Policy; a model Local School
Wellness policy; and ongoing technical assistance
to NEOPB staff on local school wellness policy
issues;
A Frequently Asked Questions factsheet about
engaging youth in local school wellness policy work;
Training observation opportunities per activity 17
and follow-up technical assistance; and
A Frequently Asked Questions factsheet on
engaging parents in the Local School Wellness
Policy.
18. Work with partners, including California Department of

Education, to develop and conduct two webinars on
California Smart Snacks in Schools and the New School
Meal Requirements for NEOPB staff and local implementing
agencies.
Provide technical Assistance to NEOPB staff on these two
topics.
Frequently
Asked
Questions
on updated
resources
01/31/2015
Playing the Policy Game:

Preparing Teen Leaders to
Take Action on Healthy Eating
and Physical Activity;
Parents in Action: A Guide to

Engaging Parents in Local
School Wellness Policy and
Parent Lesson Plans
Advocating for Healthier School
Environments.
CA Smart
Snacks
Webinar by
12/31/2014
2 training agendas, training

materials, PowerPoints with speaker
notes, Frequently Asked Questions,
and resource lists.
School
Meals by
03/31/2015
2 recorded and archived webinarsHigh quality digital audio recording

encoded as a 256Kbps MP3 file of
webinar.
PM
HE III
HE IV
CS
Develop a PowerPoint presentation with speaker notes that

can be used as a train-the-trainer model, a Frequently Asked
Questions fact sheet, and resource list.
Page 18 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
Training and
for the Transition
19. For each of the interventions listed below, conduct two

train-the-trainer trainings for up to four hours per training,
with a minimum of 4 NEOPB staff total; and implement the
evaluation protocol utilizing tools to document training
efficacy.
i.
ii.
iii.
iv.
v.
vi.
vii.
viii.
ix.
x.
Training and
for the Transition
Retail Program;
Worksite Program;
Latino Campaign;
African American Campaign;
Power Play!;
Rethink Your Drink;
Youth Engagement;
Physical Activity Integration;
Harvest of the Month; and
Communities of Excellence
20. Conduct up to two coaching sessions for each identified

NEOPB staff, for up to two hours, as a component of all the
train-the-trainer programs. (Upon CDPH request additional
training may be required.)
Training follow-up includes:
i.
Real or mock training scenarios and observations of

each trained NEOPB staff providing training on the
associated intervention and materials, observing
each staff person at least once and providing
constructive feedback;
Training 1 by Training schedule; list of staff

trained; summary of training efficacy;
01/31/2015
and training log
Training 2
06/30/2015
With consent of PHI staff facilitating

and participating in the training and
participant consent, record of each
training- High quality digital audio
recording encoded as a 256Kbps
MP3 file of training.
PD I
MS IV (3)
MM II (2)
PM (2)
PjM
RA III
PHI to record, as applicable.

RA IV
TA II
Session 1
by
03/30/2015
Session 2
by
06/30/2015
List of staff trained; number of

observations, written feedback,
completed fidelity checklist for
observations.
MS IV (3)
MM II (2)
PM (2)
Documented observations and

coaching.
RA III
Updated training materials.
RA IV
PjM
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14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
ii.
iii.
Technical Assistance:
Communities of
3
Excellence 3 (CX )
Conduct trainee observation, utilizing individual

coaching tools and active feedback protocols; and
Revise training materials per observation results
TA II
21. Participate in monthly meetings, monthly teleconferences,

and up to four strategic planning discussions to update the
Communities of Excellence intervention, training, and
materials, based on the experiences, knowledge gained and
needs of local health departments to promote improved
acceptance and implementation of food environment
assessments and community engagement interventions.
09/30/2015
Communities of
3
Excellence 3 (CX )
22. To support the transition of the Communities of Excellence,

continue to manage data input and local pricing data until an
alternate approach is detailed to NEOPB staff.
03/31/2015
Training and
for the Transition
23. Design a briefing detailing the program history, background,

development, interventions, outcomes, and evaluation of the
Healthy Behaviors Initiative.
9/30/2015
24. Support NEOPB staff to summarize findings up to 4 for adhoc requests or reports to the USDA. PHI will respond to
NEOPB staff requests within 5 business days of the original
request.
09/30/2015
Summary of meetings attended,

revised tools, protocols, procedures,
trainings, materials.
PD III
RA IV
MS IV
Number of data and pricing sets

successfully entered and for which
grantees.
Designed, print ready briefing.
RA IV
MS IV
TA II
MS IV
MM II
Healthy Behaviors
Initiative
Training and
for the Transition
Written documentation of requests

and responses.
PD II
RA III
Page 20 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
Until new CDPH staff are hired, conduct up to 4 ad-hoc

analyses and reports of Activity Tracking form data, if
necessary with the CDPH, ITSD download of the data, as
required or requested by USDA and NEOPB staff.
Staff Transition
25. Transition collaborative representation and cross-sectional

and department meeting attendance to identified lead
NEOPB Branch staff.
06/30/2015
Response to requests for analyses

of Activity Tracking Form data.
RS I
Listing of collaboratives.
PD I
PD II
PD III
Partnership
Transition:
Partnership Teams
26. Under the direction of, and in partnership with NEOPB staff,
develop partnership team deliverables, roadmap, and
framework for internal workgroup team meetings.
1/31/2015
Partnership workgroup timelines,

deliverables and Major Tasks and
Activities.
PD III
CPS III
CPS II
Pilot Project
Transition
27. Develop a status report with evaluation findings and

recommendations for next steps of each of the listed pilot
projects:
i.
ii.
iii.
iv.
v.
vi.
vii.
viii.
Cuerpo y Alma (Body and Soul);

Sister Circles;
Healthy Diva Salon;
90 Day Body and Soul Challenge;
Body and Soul Youth Initiative;
Mobile Health Promotion Latino Texting Pilot;
3
CX Afterschool Tools & School Neighborhood Pilot;
Farm to fork, school and preschool;
Draft 1
3/31/2015
Draft 2
06/30/2015
Completed report with elements

listed under major tasks and
activities.
PD I
12 PowerPoints with speaker notes
RA III
PD II
RA IV (2)
Final
09/30/2015
RS I
RS II
Page 21 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
ix.
x.
xi.
xii.
Asian Interventions Pilot (Chinese, Hmong, and

Vietnamese);
Native American/Alaska Native pilot;
Healthy Retail Initiative; and
Champion Providers.
MS IV (2)
PM (2)
PjM
For each of the above items listed, the report will include an
intervention overview, pilot findings, and recommendations
for next steps - which address program roll-out
recommendations including, an assessment of potential
technical assistance needs, and evaluation results. For each
item listed above, develop and/or update an introductory
PowerPoint with speaker notes.
Pilot Project
Transition
Resources: Materials
Development
28. Develop roadmap of activities to initiate Phase I of

implementation of recommendations made in the Federal
Fiscal Year 2014 Physical Activity Strategic Plan. Include
strategies and approaches for accomplishing priority one
activities and recommendations for crossdepartmental,
cross-branch, cross-sectional workgroups, and team
meetings to support desired accomplishments.
29. Finalize existing graphic design of 3 to 5 Federal Fiscal Year
2014 newly approved materials and resources.
IS II
1/30/2015
Physical Activity Strategic Plan

Implementation Plan.
MM II
PM
03/31/2015
Production Timeline
*CDPH responsible for approval
process. Timeline is dependent on
approvals.
MM I
IS II
Page 22 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
Evaluation & Training:

Materials
30. Train designated NEOPB staff on materials and resource

evaluation protocol. Train NEOPB staff on how to conduct
red-flag testing on pending materials.
Media and
Communications:
Resources
31. Update spreadsheet with coded art files (native files

available in DVD format) and corresponding part number
codes, categorized by subject matter.
06/30/2015
12/31/2014
PowerPoint presentation and

speaker notes.
Updated spreadsheet.
PD II
MM I
PD I
MM I
MM III
TA II
Resources:
Public Relations
Training and
Partnerships
Partnership
Transition:
Partnerships
32. Work in partnership with NEOPB staff to, develop and

maintain a database of trained media spokespersons and
Champion Moms that can represent NEOPB at public
speaking engagements and media interviews in English,
Spanish, Hmong, Chinese, and Vietnamese.
12/31/2014
33. Work in partnership with NEOPB staff to develop a calendar

of proposed meetings, trainings, and accompanying
communications plan for Champion Physicians Project and
Statewide Collaborative meetings.
12/31/2014
34. Support NEOPB staff with the development and execution of

program elements for up to 10 workshops, up to 3
presentations, and up to 4 guest speaker panels with 3
speakers on each panel, for state level meetings and
09/30/2015
Completed, and updated media

spokesperson and Champion Moms
database.
MM I
Completed meeting schedule, topical

roadmap, recommendations for
supporting materials and preparation
checklist.
CPS III
Number of completed workshops,

presentations and panels; contact
listing for guest speakers,
presentation files with speaker notes,
MS III
CPS II
TA II
MM I
CPS II
CPS III
Page 23 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
trainings for the Statewide Program Directors Collaborative

Meeting and NEOPB Forum.
handouts, agendas, and other

supporting materials.
MMII
PD I
Partnership
Transition:
County Partnerships
Support
35. Work in partnership with designated NEOPB staff to provide

partnership, collaboration, facilitation, and strategic planning
experts to provide tailored support to a select group of 8-10
county nutrition action groups.
09/30/2015
Completed strategic planning and

facilitation with 8-10 County Nutrition
Action Plans.
MS IV
PD I
CPS II
PM
TA II
Policy Teleconference
36. Work in partnership with NEOPB staff to develop policy,

systems and environmental change teleconference/webinar
schedule, topical areas, and recruit guest speakers to
support continuation of trio teleconferences.
12/31/2014
Completed policy, systems and

environmental change
teleconference schedule, topical
framework and listing of speakers.
RS II
PD I
CPS II
TA II
Training and
Partnership
37. Work in partnership with NEOPB staff to develop training

recommendations, training, and communications to support
the implementation and broad scale marketing of the Policy,
Systems and Environmental Change Resource Guide to
State and Local Implementing Agencies. Make
recommendations for future content additions.
03/31/2015
PowerPoint presentations with

speaker notes; summary of
expansion recommendations;
sample communications, handouts.
RS II
PD I
CPS II
TA II
Page 24 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
Evaluation:
Benchmark Survey
Transition
Evaluation:
Comprehensive Local
Health Department
Survey
Evaluation:
Fact-Checking
38. Assist in the completion of the 2013/2014 Benchmark

Survey report, which includes serving as the primary contact
for NORC at the University of Chicago on outstanding data
issues and confirming with the Chief of the Research and
Evaluation Section that deliverables are satisfactory before
approving related payments to NORC at the University of
Chicago.
39. Assist in the coding and interpretation of the 24-hour dietary
recall information and the supplemental questionnaire.
12/31/2014
Completed and approved by Chief of

the Research and Evaluation Section
Wave 1 and Wave 2 Benchmark.
Survey Report.
PD II
RS I
RA IV
02/27/2015
Written procedures for coding and

interpreting all survey items.
PD II
RS I
40. Confirm accuracy of research findings, communication

materials, and other documents as requested. For up to two
requests a month over the three-month period.
12/31/2014
Timely review and submission of

documents.
RA III
PD II
RS I
Evaluation:
Medi-Cal Eligibility
Data System (MEDS)
database
41. Train staff in retrieval and formatting of the California

Department of Social Services, Medi-Cal Eligibility Data
System database as permitted by confidentiality agreement.
12/31/2014
NEOPB staff are fully knowledgeable

and proficient in retrieving and
formatting Medi-Cal Eligibility Data
System data. Written guidance for
retrieval and formatting.
RS I
Evaluation:
On-line Activity
Tracking Form (ATF)
42. Attend twice monthly Education and Administration

Reporting System meetings to work with the CDPH, ITSD to
establish user accounts and modify or resolve problems with
the system as required. Attendance may be in-person, by
phone, or via webinar.
09/30/2015
Technical assistance log.
RA III
Page 25 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
Evaluation:
On-line Activity
Tracking Form (ATF)
43. Provide comprehensive training of new staff on the online

Activity Tracking Form system. Training will be provided
once a month for all new staff hired during the previous
month.
Evaluation:
United States
Department of
Agriculture Western
Regional Office
Evaluation
Framework
44. Assist the USDA Western Regional Office with refining the
Evaluation Framework indicators and related interpretive
guide.
Evaluation:
Formative Evaluation
Comprehensive
45. Compile for each NEOPB developed campaign, program

and initiative listed in activity 9a (with the exception of the
statewide advertising campaign), a summary of formative
evaluation, evaluations, and promising avenues for future
development.
Detailed summary of training agenda

Once per
and timeline; and training materials.
month
November
2014 through
August 2015
09/30/2015 Attend ongoing or ad-hoc meetings
as requested by USDA Western
Regional Office.
RA III
PD III
PD II
RS I
RS II
09/30/2015
Compilation of evidence base and

formative work.
PD II
PD I
RA III
RA IV
RS I
Page 26 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
Evaluation:
Process Evaluation
Evaluation:
Process Evaluation
46. Assist with preparation of Federal Fiscal Year 2014 CDPH

Supplemental Nutrition Assistance Program-Education final
report including, Activity Tracking Form, Education and
Administration Reporting System, and the Progress Report
Narrative.
12/31/2014
47. Assist NEOPB staff in developing required components of

the Federal Fiscal Year 2015 annual USDAs Plan, and
potential amendments including state-level project summary
and budget, regional project summaries and budgets, and
other components as needed.
12/31/2014
Completed final report elements.
PD II
RA III (2)
USDAs Plan Narratives, Project

Summary and Evaluation Plan
content.
PD I
PD II (2)
PDIII
PA III
MS III
MS IV (3)
MM I
MM II (2)
MM III
TA III
RA III (2)
Page 27 of 28

14-10386
Functional
Area
Completion
Date
Performance Measure
and/or Deliverables
Responsible
Entity
(PHI
Classification)
PM (2)
IS II
RS II
RS I
RA IV
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Public Health Institute

Major Tasks and Activities

1. Within each functional area, Public Health Institute (PHI)

Written approval of all contract

In order to ensure deliverable finalization within the three

Public Health Institute

Major Tasks and Activities

NEOPB will provide consolidated Branch edits for each

2. As needed to complete contract deliverables, assigned PHI

Technical Assistance log.

Include NEOPB staff in formative discussions for scope of

3. Using the template provided by the NEOPB, PHI will submit

10 monthly written status reports;

1 mid-year written progress report

12 face-to-face, in-person leadership

Public Health Institute

Major Tasks and Activities

4. Support the submission of a minimum of 5 applications of

5. Create one print-ready designed summary table format that

Minimum of 5 completed resource

Completed summary table.

6. Update the core recommendations to the Fruit, Vegetable,

Updated critical analysis and

Using the structure of the initial document, add content for

Document sharing process.

Public Health Institute

Major Tasks and Activities

8. Until new NEOPB staff is hired, work with local health

Technical Assistance log.

Program evaluation activities including, Impact/Outcome

10 recorded and archived webinars -

Public Health Institute

Major Tasks and Activities

Photovoice); Rethink Your Drink; Physical Activity Integration;

High quality digital audio recording

Each Intervention Implementation Toolkit needs to include the

One-page overview document of how the intervention

Public Health Institute

Major Tasks and Activities

For Children & Youth only, develop a one-page

9b. For each of the NEOPB interventions and activities listed

Each Nutrition Education and Obesity Prevention Branch Staff

Responses to frequently asked questions of local health

Public Health Institute

Major Tasks and Activities

Print-ready crosswalk document identifying and

10. Develop the following components of comprehensive Policy

Index of resources, collaboratives, professional

Public Health Institute

Major Tasks and Activities

Recommendations for list-servs, websites and other

11. Develop a written and visual tutorial on the following

Accessing all materials in the online NEOPB Resource

Completed and updated web

Work with NEOPB staff to provide bi-annual updated content

Public Health Institute

Major Tasks and Activities

12. For each of the items listed below, develop components of a

a) Materials Development Staff Guide components include:

Content outlining the process for materials development

Public Health Institute

Major Tasks and Activities

serves and websites for promising practices, training

Information on designated market areas, how to