This section will provide details on required resources from all parties AND LINK TO PROFILE PAGE TO FILL IN RESOURCE NAMES & CONTACT INFO FOR APPLICABLE ORGANIZATION.

To ensure a successful implementation, you will need to provide the required resources with the appropriate skill set and availability. Below are details for resource requirements on a standard APHL ETOR Implementation.

APHL Roles and Responsibilities

The assigned APHL Technical Assistance (TA) Team will be supported by a centralized team that includes architects, terminologists and engineers. The centralized team will be responsible for the intermediary configuration, while the public health laboratory focused team will be responsible for addressing public health laboratory (PHL) and healthcare organization (HCO) unique requirements, and supporting the design, documentation and updates of local systems and processes. The below includes a description of the roles that will be a part of the public health laboratory focused team.

Role	FTE for each Implementation	Responsibilities	Recommended Skillset
Project Sponsor - remote (this would be our “TA Lead”)	Overall - 0.1 Planning & Analysis - 0.1 Configuration - 0.1 Validation - 0.1 Production - 0.1	Commits to participating in implementation project as outlined in implementation project charter Provides oversight to all APHL ETOR technical assistance teams Responsible for the staffing and scheduling of ETOR implementations Serves as escalation and support for team	Knowledge of management principles and practices Previous management experience Knowledge of public health laboratories and healthcare organizations System implementation experience preferred
Project Manager - on-site as needed	Overall - 0.5 Planning & Analysis - 0.5 Configuration - 0.3 Validation - 0.3 Production - 0.3	Acts as APHL primary contact for PHL and HCO involved in the implementation project Manages implementation project(s) and TA engagement(s) including: scheduling and project planning, stakeholder management, risk identification and mitigation, issue tracking and solutioning, communication, and associated documentation per APHL standards Coordinates with APHL TA team, PHL, and HCO to ensure tasks are completed and progress made Provides review, quality control, and assurance on TA processes and deliverables Provides project management updates following APHL and PMO policies Collates feedback from APHL TA Team, PHL, and HCO on implementation process opportunities for improvement Coordinates project meetings (and agendas) between APHL TAS teams and various stakeholders, documents meeting minutes/decisions/action items/next steps, and performs follow-up Leads knowledge management activities to organize, track and communicate project activities in Smartsheet or Confluence Utilizes APHL processes, communications, tracking systems or other logistical solutions to help ensure project success	Knowledge of project management principles and practices Previous project management experience System implementation experience Knowledge of PHLs and HCOs Ability to grasp technical information Ability to work cooperatively with other organizational entities and engage 3^rd parties as necessary Excellent communication and organizational skills Team player
Lab Workflow SME - on-site as needed (primarily during Planning & Analysis)	Overall - 0.5 Planning & Analysis - 0.75 Configuration - 0.25 Lab Validation - 0.25 CLIA Validation - 0.25 Production - 1.0	Observes, documents, and assesses current PHL and HCO workflows and processes around ordering and result reporting Leads and analyzes gap analyses for 1) current workflow(s) vs future workflow(s) and 2) required and desired elements Documents future-state PHL workflows, encompassing ETOR processes Documents future-state HCO workflows, encompassing ETOR processes Documents functions that differ from current processes and how to handle if/then situations Documents requirements for selected test(s) (e.g., how many/which LOINC codes) Primarily supports the Planning & Analysis and Production portion of the Implementation Provides insight to Terminologist should questions arise during Configuration and/or later steps of the approach	Experience working in laboratories, within PHLs preferred Knowledge of common lab processes, workflows, and data elements (specifically NBS) Experience with ETOR, such as HL7 orders and results Ability to comprehend, review, improve, and design workflow processes Understanding of LIMS applications Familiarity with HCO test data Experience writing workflow procedures for business use Proven capability to perform and document successful gap analyses Excellent communication and organizational skills Ability to work cooperatively with other organizational entities Team player
Terminologist - on-site as needed (primarily during Configuration & Validation)	Overall - 0.5 Planning & Analysis - 0.25 Configuration - 0.50 Validation - 0.50 Production - 0.1	Collecting information from the PHL and HCO Identifies data element gaps Map local codes to middle ground (intermediary) for both PHL and HCO Assists with mapping local-to-standardized values across different vocabulary domains Provides test case scenarios Performs validation on HL7 messages and provides feedback Assists in implementation of public health integration use cases using national messaging standards (HL7), implementation guides, and encoding guidelines Helps develop and maintain message implementation guides, business rules, and message specifications as needed for APHL member and partner organization support (e.g., result reporting to CDC, ETOR for PHLs and their business partners, etc.) Supports nearly the entire Implementation Approach, starting at the end of the Planning & Analysis phase Seeks insight from the Lab Workflow SME should questions arise regarding workflow documentation	Experience working in laboratories, within PHLs preferred Knowledge of laboratory standards (HL7, IHE, LOINC, SNOMED CT, UCUM, ICD) Knowledge of Symedical mapping tool Familiarity with HCO test data Experience developing and maintaining implementation guides, business rules, and message specifications LIS/LIMS administrator experience a plus Knowledge of integration engine a plus Excellent communication and organizational skills Team player
Tech Architect - on-site as needed (primarily during Kick Off)* *Note: Primarily supports the Centralized ETOR Team	Overall - 0.25 Planning & Analysis - 0.25 Configuration - 0.25 Validation - 0.25 Production - 0.25	Analyzes client IT environments and messaging capabilities Helps to identify technical solutions to meet messaging requirements Provides TA consulting to healthcare organization and public health laboratory to advise on implementation of IT messaging solutions (e.g., reviewing for structural errors, writing queries to pick up messages outside of the S3 receiving bucket) Coordinates with centralized technical team for specific technical tasks	Strong IT experience, specifically laboratory IT Data exchange experience Familiarity with standard PHL and HCO IT environments/messaging capabilities Experience developing, implementing, testing, and remedying technical solutions for messaging requirements Knowledge of Rhapsody and HL7 preferred Knowledge of S3, VPN, and other forms of data transport Excellent communication and organizational skills Team player
Data Integration Engineer* *Note: Primarily supports the Centralized ETOR Team	Overall - 0.50 Planning & Analysis - 0.50 Configuration - 0.25 Validation - 0.25 Production - 0.25	Establishes connection between PHL and middle ground Establishes connection between HCO and middle ground Determines extraction process from the LIMS (what can it import, export) Works closely with terminologists Collects information on data workflow, primarily with LIMS and integration engine Works with LIMS vendor as necessary	Experience with one or more integration engines (e.g., Rhapsody, Mirth, Cloverleaf, Pilotfish) HL7 experience Knowledge of database management including SQL LIMS experience

Public Health Laboratory Roles and Responsibilities

The following roles and associated allocation will be necessary for an ETOR implementation. Depending on laboratory organization and staffing, some roles may be served by multiple individuals, or a single individual may serve in multiple roles.

Role	FTE Implementation	FTE Sustaining	Responsibility	Recommended Skillset
Project Sponsor	Overall - 0.2 Planning & Analysis - 0.3 Configuration - 0.2 Validation - 0.2 Limited Production - 0.1	0.1	Implementation and Sustainability Commits to participating in implementation project as outlined in implementation project charter Provides leadership representation for discussions between PHL and HCO Coordinates appropriate discussions to get approval for milestones for progress (e.g., CLIA approval in Validation, approval to move from Limited Production to Full Production) Approves milestones for progress (e.g., CLIA approval in Validation, approval to move into Production) Advocate for ETOR with PHL stakeholders Identifies resources and allocates time appropriately to the implementation project as well as long-term maintenance needs Work closely with HCO and APHL team during the implementation project Removes obstacles for the project team and negotiates escalated issues and risks related to the project and/or solution	Often a Lab Director Organizational knowledge of the PHL Has access to and influence with leadership Authority to make project decisions Ability to access and allocate resources to the project Understands the value and benefits of ETOR Understands the laboratory workflow involved in receiving a test and providing a result Authority to make commitments and decisions related the ETOR effort Understands competing priorities and impacts to the ETOR implementation project Excellent communication and interpersonal skills
Project Manager
Lab SME	Overall - 0.5 Planning & Analysis - 0.25 Configuration - 0.25 Validation - 0.50 Limited Production - 1.0		Implementation Acts as point person for the APHL TA Team, HCO, and any visit(s) Provides insight into lab processes and workflow Implements non-technical workflow changes Creates lab process documentation that reflects updated workflows Collaborates with HCO during Validation In coordination with the Integration resource, creates formal document for CLIA approval that analyzes the integration, documents additional processes, and outlines any issues with mapping/vocabulary	Often a LIMS Administrator, Laboratory Business Analyst Knowledge of lab processes and workflows (specifically NBS) Access to and experience with LIMS applications Experience writing workflow procedures for business use Knowledge how workflow implementation Excellent communication and organizational skills Team player
Informatics/Technical Analyst	Overall - 0.5 Planning & Analysis - 0.3 Configuration - 0.2 Validation - 0.50 Limited Production - 0.25	Overall - 0.2	Implementation Collaborates with HCO to send/receive necessary artifacts and/or tests Works with APHL Terminologist to create test messages Acts as the LIMS end user Pulls reports/other artifacts or coordinates between PHL IT to do so Sustaining Monitors ETOR feed Coordinates required updates and/or changes with test(s) Troubleshoot issues and escalate as necessary with HCO and APHL counterparts	Often a ??? Knowledge of laboratory standards (HL7, IHE, LOINC, SNOMED CT, UCUM, ICD) Knowledge of Symedical mapping tool Familiarity with HCO test data Access to and experience with LIMS applications Understanding of how to monitor data feeds (e.g., quality of data, quantity of data) Ability to maintain knowledge of NBS test updates and/or changes Knowledge of integration engine a plus Excellent communication and organizational skills Team player
LIMS Vendor Representative - 3rd party			Implementation Addresses changes needed in LIMS as needed	Authority to execute requested changes in LIMS applications

Please provide contact information for the required Public Health Laboratory Roles Here: (link to PHL Profile Page)

Healthcare Organization Roles and Responsibilities

The following roles and associated allocation will be necessary for an ETOR implementation. Depending on healthcare organization and staffing, some roles may be served by multiple individuals, or a single individual may serve in multiple roles.

Role	FTE Implementation	FTE Sustaining	Responsibility	Recommended Skillset
Project Sponsor	Overall - 0.15 Planning & Analysis - 0.2 Configuration - 0.1 Validation - 0.1 Limited Production - 0.1		Implementation and Sustainability Commits to participating in implementation project as outlined in implementation project charter Approves milestones for progress (e.g., CLIA approval in Validation, approval to move from Limited Production to Full Production) Advocate for ETOR with healthcare organization stakeholders, including medical staff, nursing, laboratory, and IT leadership Identifies resources and allocates their time appropriately to the project and long-term maintenance needs. Work closely with public health laboratory and APHL team during the implementation Acts as conduit for raising project issues with public health laboratory leadership Provides leadership representation for discussions between public health laboratory and healthcare organization Removes obstacles for the project team and negotiates escalated issues and risks related to the project and/or solution.	Often a ??? Organizational knowledge of the healthcare organization Has access to and influence with leadership Ability to access and allocate resources to the project Understands the value and benefits of ETOR Understands the clinical workflow involved in ordering a test and receiving a result Understand competing priorities and impacts to the ETOR implementation project Authority to make commitments and decisions related the ETOR effort
Project Manager	Overall - 0.5 Planning & Analysis - 0.5 Configuration - 0.3 Validation - 0.3 Limited Production - 0.3	Overall - 0.0	Implementation Responsible for the day-to-day management of the project. Works closely with public health laboratory team to align goals and tasks. Works closely with APHL Project Manager to establish timeline and priorities. Directs the work assigned to the healthcare organization, monitoring and ensuring timely and quality completion. Provides issue and risk management, escalating as necessary to the Project Sponsor. Provides status updates to the Project Sponsor.	Often an IT Project Manager Knowledge of project management principles and practices Previous project management experience System implementation experience Knowledge of public health laboratories and healthcare organizations Ability to grasp technical information Ability to work cooperatively with other organizational entities and engage 3^rd parties as necessary Excellent communication and organizational skills
Testing Analyst	Overall - 0.5 Planning & Analysis - 0.3 Configuration - 0.2 Validation - 0.50 Limited Production - 0.25		Implementation Acts as point person for the TA Team, PHL, and any visit(s) Provides insight into HCO processes Creates test order data to generate messages in sending system Collaborates with PHL to send/receive necessary artifacts and/or tests Acts as the EHR end user Review and validates test result data for completeness and quality Sustaining	Often a Testing Manager Understands the clinical workflow involved in ordering a test and receiving a result Knowledge of public health data standards (HL7, IHE, LOINC, SNOMED CT, UCUM, ICD) Knowledge of Symedical mapping tool Access to and experience with healthcare organization data management (EHR) system Excellent communication and organizational skills Understanding of how to monitor data feeds (e.g., quality of data, quantity of data) Ability to maintain knowledge of NBS test updates and/or changes Knowledge of integration engine a plus Team player
Hospital IT Specialist	Overall - 0.5 Planning & Analysis - 0.25 Configuration - 0.1 Validation - 0.1 Limited Production - 0.1		Implementation Engages in discussions to strategize switch from Limited/Parallel Production and Full Production Turns on system for switch to Limited/Parallel Production and Full Production Collaborates with APHL Technical Architect Sustaining Monitors ETOR feed Coordinates required updates and/or changes with test(s) Troubleshoot issues and escalate as necessary with HCO and APHL counterparts
EHR Analyst/Engineer	Overall - 0.5 Planning & Analysis - 0.2 Configuration - 0.1 Validation - 0.2 Limited Production - 0.1		Implementation Sets up API connection to AIMS intermediary Repairs system to send and receive as needed Sustaining	Often a ??? EHR expertise Integration expertise Troubleshooting/problem solving skills

Please provide contact information for the required Healthcare Organization Roles Here: (link to HCO Profile Page)