Free Notice (Other) - District Court of Federal Claims - federal

Case 1:08-cv-00487-SGB

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Todor, John (ClV)
From: Sent: To: Subject: Green, Kelly R. Ms. USAMRAA [[email protected]] Wednesday, June 18, 2008 4:06 PM Green, Kelly R. Ms. USAMRAA Revised Program Support Solicitation CMID (UNCLASSIFIED)

Attachments: APPENDIX C - PM OGC T-3 - PROGRM SUPPORT (2).doc; APPENDIX E - QASP PM OGC T-3 PROGRM SUPPORT (2).doc; PM - T-3 APPENDIX B (2).doc; PM-T3 APPENDIX A (2).doc; TPOD - PM-T3 SOW (2).doc; APPENDIX G - Instructions to Offerors.doc Classification: UNCLASSIFIED Caveats: NONE

Please see the attached revised Instructions to Offeror (Appendix G).

<<...>> <<...>> <<...>> <<...>> <<.,.>> <<...>>

Please see the attachments and respond to the Solicitation. This is a time sensitive solicitation no extra time will be allowed beyond the closing date and time. If you have any questions please respond by email. The instructions to offerors gives additional detail on date and time deadlines. Kelly R. Green Contract Specialist 820 Chandler Street Fort Detrick, MD 21702-5014 Phone: 301-619-1346 DSN: 343-1364 Fax: 301-6!9-21195 email: [email protected]

Classification: UNCLASSIFIED Caveats: NONE Classification: UNCLASSIFIED Caveats: NONE

7/9/2008

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Original Date: May 9, 2008 Revised Date:

Performance Based Statement of Work (PBSOW): Yes Title: TRICARE POLICY AND OPERATIONS DIRECTORATE (TPOD), TRICARE OPERATIONS DIVISION (TOD)/OFFICE OF THE GENERAL COUNSEL - PROGRAM MANAGEMENT/T-3 SUPPORT Requiring Activity Name: TRICARE Policy and Operations Directorate (TPOD)/Office of the General Counsel 1.0 SCOPE This award provides for program management support services to the TRICARE Policy and Operations Division (TPOD) to operationalize the TRICARE program. Services provided by the contractor shall include supporting Integrated Project Teams and Working Integrated Project Teams, maintaining project milestone charts, and preparing documentation as necessary. Program activities supported shall include, but are not necessarily limited to, Claims Processing, HIPAA compliance, DEERS and TEDS support, General Counsel administrative support, as well as support for the T-3 suite of contracts. 1.0.1 Background The MHS is committed to providing the highest quality health care possible to the nation's military personnel, retirees, and eligible family members at the lowest possible costs to taxpayers. To ensure that these services are available around the globe, private sector contractors administer networks of health care providers (medical, dental and pharmacy) as well as auxiliary services (claims processing, auditing and marketing) under contracts to TMA. The services requested under this solicitation will support the administration of the TRICARE Program and support the suite ofT-3 contracts for TMA. 1.0.2 Objectives To provide administrative program management support of TPOD's acquisition initiatives. The successful accomplishments of these duties will result in the development of a suite of T-3 RFPs, smooth transitions of the contracts and successful defense of any procurement protests, as well as continued support for the current TNEX contracts. 1.1 1.2 1.3 Non-Personal Services Inherently Governmental Functions Acquisition Functions Closely Associated with Inherently Governmental Functions This award identifies services that are strictly non-personal in nature. This requirement has been reviewed and contains no services that are inherently governmental functions. This award identifies acquisition functions that are closely associated with inherently governmental functions as defined in Section 804 of the FY 2005 National Defense Authorizations Act. Appropriate military or civilian personnel of the Department of Defense cannot reasonably be made available to perform these functions. However, appropriate military or civilian personnel of the Department of Defense will: (!) oversee contractor performance of the contract; and (2) perform all inherently governmental functions associated with the functions to be performed under this contract. 1.4 Organizational Conflict of Interest Category

TRICARE Management Activity (TMA) has categorized all its non-purchased care requirements into three broad categories, as defined below, for purposes of identifying, avoiding or mitigating against Organizational Conflicts of Interest (OCIs) in accordance with FAR Subpart 9.5. These categories are defined as follows:

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Category 1: TMA Internal Support: Services which, by their very nature, give the contractor access to extensive data about the contracts of all other TMA contractors. Category_ 2: Program Management Support: Services which assist TMA in planning and managing its activities and programs. This includes, for example: requirements analysis, acquisition support, budget planning and management, business process reengineering, program planning and execution support, and independent technical management support. Category 3: Product Support. Services or end items required to meet the mission requirements of TMA's non-purchased care activities and programs, This includes, for example: concept exploration and development; system design; system development and integration; COTS procurement and integration; internal development testing; deployment; installation; operations; and maintenance. Contractor participation in more than one of these areas may give rise to an unfair competitive advantage resulting from access to advance acquisition planning, source selection sensitive or proprietary information. Furthermore, contractor participation in more than one area may give rise to a real or apparent loss of contractor impartiality and objectivity where its advisory or planning assistance in one area potentially affects its present or future participation in another area. The purpose of this categorization is to accomplish the following three objectives: (1) to inform prospective Offerors that TMA presumes that award of a contract or order in the subject category will give rise to real or apparent OCls with respect to requirements in the other two categories; (2) to assist current contractors and prospective Offerors in developing their own business strategies regarding participation in TMA requirements and in identifying and, where possible, avoiding or mitigating against OCIs; and (3) to ensure that all cun'ent contractors and prospective Offerors are afforded the maximum practicable opportunity to compete for all TMA requirements consistent with the restrictions required under FAR Subpart 9.5 and sound business practices. For purposes of identifying, avoiding and/or mitigating against OCIs, TMA will examine all its nonpurchased care requirements and acquisitions regardless of the cognizant contracting activity (e.g., USAMRAA, GSA, other agency Multiple Award Schedules, etc.) or the type of contract vehicle used (e.g., FSS order, Fair Opportunity competitive order under Multiple Award ID/IQ Contracts, competitively negotiated awards under FAR Part 15, etc.). Each TMA non-purchased care solicitation will therefore be designated as falling within one of the three above defined categories. The work called for under this contract/order has been determined by TMA to fall within the following non-purchased care OCI category: Category 2: Program Management Support 2.0 2.1 STATEMENT OF WORK (SOW) Task Management

The contractor shall provide sufficient management to ensure that this task is performed efficiently, accurately, on time, and in compliance with the requirements of this document. Specifically, the contractor shall designate a single manager to oversee this task and supervise staff assigned to this task. The contractor shall ensure that a Monthly Progress Report is submitted outlining the expenditures, billings, progress, status, and any problems/issues encountered in the performance of this task.

2.1.1

Monthly Progress Report (MPR)

The contractor shall ensure that a MPR is submitted outlining the expenditures, billings, progress, status, and any problems/issues encountered in the performance of this task (Deliverable 2), in accordance with the format located at: http://www.tricare.osd.mil/tps/MonthlyProgressReport.doc Contractor shall submit a copy of Section 4.0. of the MPR, cost reporting template to the COR. The completed cost report templates shall be emailed to [email protected].

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The MPR shall include the labor hours expended, by labor category, for each task and sub-task. The contractor shal! require all subcontractors to provide input to the MPR where there are critical or significant tasks related to the prime contract. Critical or significant tasks shall be defined by mutua! agreement between the Government and contractor. 2.1.2 Subcontractor Expenditures Plan The contractor shall prepare and deliver a Subcontract Expenditures Report (Deliverable 3) that discloses actual subcontract expenditures by company name, business size standard (i.e. Woman Owned Business, Veteran Owned Business, etc.), and other socioeconomic programs (i.e. Indian Incentive Program, Historically Black Colleges and Universities and Minority Institutions, etc.). 2.1.3 2.1.4 a. Work Breakdown Structure (WBS): Not applicable for this task. Transition Support Incoming Transition

As an incoming contractor, the contractor shall include a separately priced item for the development and implementation of a draft plan for the incoming transition to a new contractor or Government entity (Deliverable 4). When ordered, the incoming contractor shall collaborate with the Government and outgoing contractor's staff and management, to plan and implement a complete transition from the outgoing contractor to the incoming contractor. If needed, a two-week transition period may be provided for the incoming contractor to coordinate and work with the outgoing contractor. The transition plan shall include, but is not limited to: ¯ ¯ ¯ ¯ ¯ ¯ Coordination with Government representatives, Review, evaluation and transition of current support services, Transition of historic data to new contractor system, Government-approved training and certification process, Transfer of hardware warranties and software licenses (if applicable), Transfer of all necessary business and/or technical documentation, Transfer of compiled and uncompiled source code, to include all versions, maintenance updates and patches (if applicable), ¯ ¯ Orientation phase and program to introduce Government personnel, programs, and users to the contractor's team, tools, methodologies, and business processes, Distribution of contractor purchased Government owned assets, including facilities, equipment, furniture, phone lines, computer equipment, etc., Transfer of Government Furnished Equipment (GFE) and Government Furnished information (GFI), and ¯ b. GFE inventory management assistance. Option Item: Outgoing Transition

As the outgoing contractor, the contractor shall include a separately priced item for the development and implementation of a draft plan for the outgoing transition to a new contractor or Government entity. (Deliverable 5). When ordered, the outgoing contractor shall collaborate with the Government and successor management and staff, to plan and implement a complete transition fi'om the outgoing contractor to the incoming contractor. If needed, a thirty calendar day transition period may be provided for the outgoing contractor to coordinate and work with the incoming contractor. The transition plan shall include, but is not limited to: ¯ Coordination with Government representatives,

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Review, evaluation and transition of current support services, Transition of historic data to new contractor system, Government-approved training and certification process, Transfer of hardware warranties and software licenses (if applicable), Transfer of all necessary business and/or technical documentation, Transfer of compiled and uncompiled source code, to include all versions, maintenance updates and patches (if applicable), Orientation phase and program to introduce Government personnel, programs, and users to the contractor's team, tools, methodologies, and business processes, equipment, furniture, phone lines, computer equipment, etc., Transfer of Government Furnished Equipment (GFE) and Government Furnished Information (GFI), and GFE inventory management assistance.

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Applicable TMA debriefing and personnel out-processing procedures. Turn-in of all government keys, ID/access cards, and security codes.

2.1.5 Program Management Plan The contractor shall develop a Program Management Plan (Deliverable 6) that requires Government approval. It will be used to manage, track and evaluate the contractor's performance. The Program Management Plan shall consist of control policies and procedures in accordance with standard industry practices for project administration, execution and tracking. The Program Management Plan shall include the following: Identification of milestones where Government information/activity is required and timeline dependencies for subsequent contractor activities; An Integrated Master Management Plan (IMMP) describing the contractor's overall management approaches, policies and procedures including suggested project metrics; and, A detailed staffing plan.

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The Program Management Plan shall be due five (5) calendar days after award.

2.1.6 Quality Control Plan The contractor shall prepare and adhere to a Quality Control Plan (QCP). The QCP shall initially be submitted with the offeror's proposal and will be updated upon award (Deliverable 7). The QCP shall document how the contractor will meet and comply with the quality standards established in this statement of work. At a minimum, the QCP must include a self-inspection plan, an internal staffing plan, and an outline of the procedures that the Contractor will use to maintain quality, timeliness, responsiveness, customer satisfaction, and any other requirements set forth in this solicitation. 2.1.7 Contingency Operations Plan
The contractor shall prepare and submit a Contingency Operations Plan to the Government. The Contingency Operations Plan shall be due ten (10) calendar days after award, and will be updated on a quarterly basis (Deliverable 8). The Contingency Operations Plan shall document contractor plans and procedures to maintain TMA support during an emergency. The Contingency Operations Plan shall include the following:

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A description of the contractor's emergency management procedures and policy A description of how the contractor will account for their employees during an emergency Planned temporary work locations or alternate facilities How the contractor will communicate with TMA during emergencies

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A list of primary and alternate contractor points of contact, each with primary and alternate: ¯ Telephone numbers ° E-mail addresses Procedures for protecting Government furnished equipment (if any) Procedures for safeguarding sensitive and/or classified Government information (if applicable)

2.1.8 Operations During Emergency Situations Individual contingency operation plans shall be activated immediately after determining that an emergency has occurred, shall be operational within twelve (12) hours of activation, and shall be sustainable until the emergency situation is resolved and normal conditions are restored or the contract is terminated, whichever comes first. In case of a life threatening emergency, the COR shall immediately make contact with his contractor Task Managers to ascertain the status of any contractor personnel who were located in Government controlled space affected by the emergency. When any disruption of normal, daily operations occur, contractor Task Managers and Contracting Officer Representatives (CORs) shall promptly open an effective means of communication and verify: ¯ ¯ Key points of contact (Government and contractor) Temporary work locations (alternate office spaces, telework, virtual offices, etc.) Means of communication available under the circumstances (e.g. email, webmail, telephone, FAX, courier, etc.) Essential work products expected to continue production by priority The Government and contractor Task Managers must make use of the resources and tools available to continue TMA contracted functions to the maximum extent possible under emergency circumstances. Contractors must obtain approval fi'om the COR and Contracting Officer prior to incurring costs over and above those allowed for under the terms of this contract. Regardless of contract type, and of work !ocation, contractors performing work in support of authorized tasks within the scope of their contract shall charge those hours accurately in accordance with the terms of this contract. 2.2 2.2.1 Specific Tasks Program Management Support

The contractor shall provide Program Management support services to the TMA as needed to operationalize the TRICARE program. Services provided by the contractor shall include supporting Integrated Project Teams and Working Integrated Project Teams, maintaining project milestone charts, and preparing documentation as necessary. The documentation may include Concept of Operations (CONOPS), Functional Requirements Document (FRD), risk assessments, implementation and compliance plans, cost estimates, and Change Management Fact Sheets. All work provided shall be performed in compliance with the DoD 5000 series and TMA directives. Activities supported shall include, but are not necessarily limited to, Claims Processing, HIPAA compliance, DEERS and TEDS support. 2.2.2 Transition and integratio~ Contract Support The transition of the current T-NEX suite of contracts to the suite of contracts under the T-3 acquisition process is projected to be an intensive undertaking that shall have significant impact on the ability of the TRICARE program to continue meeting beneficiary expectations. The contractor shall conduct in-depth planning, preparation, and support of the T-3 transition activities. Transition covers setting requirements, risk identification, development of mitigating strategies, resource planning, project tracking and oversight, transition facilitation, problem solving and documentation. The contractor shall assist the government with: ¯ ¯ ¯ Development of transition requirements for the suite ofT-3 contracts; Transition WIPT support, such as meeting facilitation and documentation; Preparation of briefings and papers on transition plans;

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Recommendation and documentation of options for overall transition strategy; Development oftimelines, including preparation and upkeep of individual project timelines, with appropriate integration of contract start-up; ¯ ¯ ¯ ¯ ~ ¯ Determination of resources requirements, including staffing for each transition; Project Management tracking system setup and maintenance; Development of documentation strategies for transitions managers and staff; Preparation of materials for transition staff use, such as binders and hard copy documentation; Development of support plans for transition field teams; Attend Local Support Contracting WlPT meetings and recommend strategies for integration and management of local transitions; and, Participate in development and execution of communications to beneficiaries and interest groups regarding transitions. The TMA's T-3 suite of contracts includes the managed care support contracts, TRICARE Dual Eligible Fiscal Intermediary, pharmacy, dental (Active Duty Dental Program, TRICARE Dental Program, TRICARE Retiree Dental Program), foreign, designated providers, and operational audit services contracts, all being developed as part of the T-3 initiative. The contractor shall provide analytical and technical support for all implementation plans being developed to assist in the phased activation of the T-3 contracts. 2.2.3 Office of General Counsel Support The contractor shall provide support services to the TMA Office of General Counsel (OGC). These services shall be administrative in nature, including but not be limited to providing document tracking, cataloging, archiving, and retrieval using digital scanners and optical character recognition software. As requested, the contractor shall provide paralegal support services to assist OGC personnel prepare issue briefs, memoranda, internal correspondence, and other documents as needed to assist TMA decision making processes, and to assist OGC personnel undertake litigation arising fi'om the development and implementation of contract activities. This support shall include researching and documenting the resolution of matters relating to the administration of previous managed care support contracts or to potential conflicts that may be expected to arise during the requirement development phases of the suite of T-3 managed care support contracts. The contractor shall assist the government with: document management and maintenance of the Automated Litigation Support System, administrative duties, to include organizing and managing the litigation repository, including scanning, copying and indexing litigation documents required in maintaining litigation files, and assisting at trials and in depositions. The contractor shall provide legal research to attorneys, and may act as team leader in preparation of trial documents. Occasional travel may be required for trials and depositions. 2.2.4 Administrative Support The contractor shall provide administrative support to TMA as required. The support shall include, but not be limited to, providing telephone coverage, scheduling meetings and managing calendars, collecting briefings and read aheads, preparing travel documents, and providing quality control of outgoing documents. 2.2.5 Special Studies & Trend Analyses The contractor shall support TMA by evaluating, designing, and coordinating solutions to challenges affecting the accomplishment of the TRICARE mission. The contractor shall clearly communicate these solutions to multiple audiences with diverse technical, budgetary, military, business and political backgrounds/experience. The contractor shall provide subject matter expert support, design support, implementation and coordination as requested for ad hoc studies, to include expertise areas ofhealthcare operations, claims processing, and heathcare technical evaluation and assessments of TRICARE

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contractors' change order proposals. The contractor shall attend meetings and perform other ad hoc tasks as requested that leverage subject matter expertise for TMA benefit. 2.2.6 Subject Matter Expert (SME) Support The contractor shall provide subject matter expertise for TRICARE activities affected by the suite ofT-3 initiatives, such as acquisition stra, tegies, program management, communications and customer service, information technology, claims processing, and any other area of specialization as requested. Resumes shall be submitted for all staff proposed as SMEs. 2.2.7 Performance Based Budgeting/Financial Management Not Applicable for this task. 2.2.8 Business Process Improvement Not Applicable for this task. 2.2.9 Functional Validation and Verification Not Applicable for this task. 2.2.10 Records Management Not Applicable for this task. 2.2.11 Information Management Not Applicable for this task. 2.2.12 Acquisition Management Not Applicable for this task. 2.2.13 Logistical Support Not Applicable for this task. 3.0 INSPECTION AND ACCEPTANCE The Contracting Officer's Representative for the Task Order (COR) is a Government official who has been delegated specific technical, functional and oversight responsibilities for this task order. The COR specified in paragraph 5.1 is responsible for inspection and acceptance of all services, incoming shipments, documents, and services. 3.1 Acceptance Criteria Certification by the Government of satisfactory services provided is contingent upon the contractor performing in accordance with the terms and conditions of the referenced agreement, this order, and all amendments. 3.2 Contractor Payment Processing The contractor is responsible for properly preparing and forwarding to the appropriate Government official, the invoice and receiving report for payment. The contractor shall attach back up information to receiving reports for direct labor and Other Direct Costs (ODCs). Direct labor backup information shall reflect the person's name, job title and quantity of hours worked for each pay period at a minimum. Backup information for ODCs shall list all elements of costs, such as travel breakout backup, including itinerary, dates of travel, name of employees traveling plus per diem costs shall accompany the receiving report. All ODCs exceeding $2500 require that the conta'actor conduct appropriate competition. When the Wide Area Workflow - Receipt and Acceptance application is able to be used, it is the preferred method of submission. (See paragraph 3.4 below.) 3.3 Invoice Review

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The COR may reject or require correction of any deficiencies found in the invoice or receiving report. In the event of a rejected invoice or receiving report, the contractor will be notified in writing by the COR of the specific reasons for rejection. 3.4 Wide Area Workflow - Receipt and Acceptance Contractors shall utilize, to the extent possible, the Wide Area Workflow-Receiving and Acceptance (WAWF-RA) system to submit electronic payment requests and receiving reports in accordance with DFARS 232.7004. Use of WAWF will allow for the submission of an invoice and receiving report as a combined form. The WAWF 2 IN 1 format (for services) and the COMBO format (only for supplies or equipment) are the prefen'ed methods of processing electronic invoices and receiving reports within TMA.
Information regarding WAWF-RA is available on the Internet at: https://wawf.eb.mil/. Prior to submitting the first WAWF-RA electronic form for a given task order, contractors should first coordinate with the assigned TMA COR.

When initiating documents within WAWF, vendors must use the appropriate two-part TMA location code to include BOTH the Government Acceptor DoDAAC / Extension (Ext) fields and the Local Processing Office (LPO) DoDAAC / Extension fields as displayed within the WAWF application and illustrated below: Service Acceptor / Ext. HT0003 I FTPOPS
LPO DoDAAC / Ext. HT0003

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4.0
4.1

DELIVERABLES
Delivery Address

All deliverables shall be submitted to the COR, listed in paragraph 5.1 of this contract.

4.2

Method of Delivery

Electronic copies shall be delivered using Microsoft Office suite of tools (for example, MS WORD, MS EXCEL, MS POWERPOINT, MS PROJECT, or MS ACCESS format), unless otherwise specified by the COR. Electronic submission shall be made via email, unless otherwise agreed to by the COR.

4.3

Shipping

The contractor shall use the U.S. Postal Service standard delivery for delivery of materials, equipment, or required hardcopy documents. The COR must approve all exceptions to this requirement. 4.4 Government Acceptance Period The COR will have five (5) workdays to review draft deliverables and make comments. The contractor shall have two (2) workdays to make corrections. Upon receipt of the final deliverables, the COR will have two (2) workdays for final review prior to acceptance or providing documented reasons for non-acceptance. Should the Government fail to complete the review within the review period the deliverable will become acceptable by default. The COR will have the right to reject or require correction of any deficiencies found in the deliverables that are contrary to the information contained in the contractor's accepted proposal. In the event of a rejected deliverable, the contractor will be notified in writing by the COR of the specific reasons for rejection. The contractor shall have five (5) workdays to correct the rejected deliverable and return it per delivery instructions.
4.5 Delivery Schedule Abbreviations The following abbreviations are used in the delivery/deliverable schedule:

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Abbreviation AM
COR

DA
DACA

Definition Acquisition Manager Contracting Officer's Representative for the Task order Days after Days after contract award (award of this order)
Calendar Days unless otherwise specified Electronic Copy Hard Copy

Days
E H NLT

Not Later Than

4.6

Deliverable/Delivery Schedule

A summary of deliverables follows. Copies are to be provided to the Government officials indicated in electronic file (E), and/or hard copy (H).

Item
Deliverable 1

TS Ref Appendix B

Title Non-Disclosure Agreement Monthly Progress Report Subcontract Expenditures Report

Dist

Deliverable 2
Deliverable 3

2.1.1 2.1.2

Deliverable 4 Deliverable 5

2.1.4.a 2. 1.4.b 2.1.5

Deliverable 6
Deliverable 7 Deliverable 8

Incoming Transition Plan Outgoing Transition Plan Program Management Plan
Quality Control Plan

E H Initial Subsequent AM 1 Signed statements are due, from each COR 1 employee assigned, prior to performing ANY work on this task. AM 1 1 NLT 45 NLT 15th of each month COR 1 1 DACA CO 1 1 NLT 90 DA Quarterly thereafter. A final submission AM 1 1 DO Award COR 1 reflecting all expenditures on this order is due within 5 days of completion of the order. COR 1 ! With Proposal AM 1 0 COR AM
COR AM

1 1

1 0

With Proposal
15 DACA

2.1.6
2.1.7

COR AM COR AM

1 1

1 0 1 0

With Proposal
IODACA

15DACA
Quarterly thereafter.

Contingency Operations Plan

1 1

5.0 5.1

CONTRACT ADMINISTRATION DATA Contact Information for Key Personnel

Contracting Officer's Representative (COR) The COR for this order is listed below:

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Name: Title: Address: Voice: Fax:

Mr. Donald Trembly Program Analyst TRICARE Acquisitions Directorate 1640 ! East Centretech Parkway 80011-9066 303.676.3713 303.676.3775

Task Manager (TM) The TM for this order is listed below: Name: Title: Address: Voice: Fax: Mr. Donald Trembly Program Analyst Operations Directorate 16401 East Centretech Parkway 80011-9066 303.676.3713 303.676.3775

Acquisition Manager (AM) The AM for this order is listed below: Name: Title: Address: Voice: Fax: Email: 5.2
5.3

Ms. RoDonda Thompson Acquisition Manager 51 ! 1 Leesburg Pike, Sky-5, Suite 550 Falls Church, VA 22041 703.681.1143 ext 5456 703.681.6036 [email protected]

Contract Type for this Order
Place of Performance TRICARE Management Activity 16401 East Centretech Parkway Aurora. CO 80011-9043

This task order is a Time and Materials order.
The contractor will perform all work awarded under this contract at:

5.4

Period of Performance

Period of performance for this order shall be: Base Period- !5 July 2008 through !4 January 2009 Option One- 15 January 2009 through 14 April 2009 Option Two- 15 April 2009 through 14 July 2009

5.5

Anticipated Level of Effort

The following is the estimated level of effort:

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Program Management Support Project Manager Task Manager (SME) Sr. Healthcare Professional Gen. Mgmt Professional Senior Analyst Junior Analyst Technical Assistant Subtotal

940 450 1390 2820 4700 14100 7520 31920

470 225 695 1410 2350 7050 3760 15960

470 225 695 1410 2350 7050 3760 15960

Office of General Counsel Support Senior Analyst Junior Analyst Technical Assistant Junior Legal Analyst Subtotal TOTAL

1880 4700 2820 940 10340

940 2350 1410 470 5170

940 2350 1410 470 5170

42260 21130 21130

5.5.1 T-3 Levels of Effort Optional levels of effort may be required as TMA ramps up for the follow-on procurements of TRICARE contracts known as T-3. Below estimated levels of effort shall be separately priced for the base and all option periods.

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5.6

Option [ A

Labor Category

Sr. Healthcare Professional (SME)

BASE OP1 OP2 1880 940 940

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Contractor Travel

Arrangements for and costs of all travel, transportation, meals, lodging, and incidentals are the responsibility of the contractor. Travel costs shall be incurred and billed in accordance with FAR Part 31. Costs for these expenses will be reviewed and certified by the COR and approved by the Contracting Officer. All travel and transportation shall utilize commercial sources and carriers provided the method used for the appropriate geographical area results in reasonable charges to the government. The Government will not pay for business class or first-class travel. Lodging and meals shall be reimbursed in accordance with regulations defined in FAR PART 31. Estimated travel is indicated below:
From To

Round Trip (Y/N)

# of Trips 4

# of People
1

# of Days
5

Aurora, CO

Washington, DC, or San Antonio, or San Diego

Y

Travel Outside of the U.S.: N/A Other Direct Costs (ODCs): Not required for this task. 6.0 OTHER TERMS, CONDITIONS, AND PROVISIONS

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6.1

Organizational Conflict of Interest

The contractor shall sign one copy of the TMA Organizational Conflict of Interest certification statement (Appendix A). Failure to adhere to this statement shall constitute default on the part of the contractor. 6.2 6.3
6.4

Information Assurance.
Not applicable to this task. Enterprise Architecture. Not applicable to this task. Protection of Information

6.4.1 6.4.2 6.4.3

FAR 52.224-1 -- Privacy Act Notification (1984) FAR 52.224-2 -- Privacy Act (1984) Dissemination of Information/Publishing

There shall be no dissemination or publication, except within and between the contractor and any subcontractors or specified Integrated Product/Process Team (IPT) members who have a need to know, of information developed under this order or contained in the reports to be furnished pursuant to this order without prior written approval of the TMA TM or the Contracting Officer. TMA approval for publication will require provisions which protect the intellectual property and patent rights of both TMA and the contractor. 6.5 6.5.1 Contractor Employees Contractor Identification

Contractor personnel performing services in a contractor capacity shall possess and wear an identification badge that displays his or her name and the name of their company. The contractor shall ensure that contractor personnel identify themselves as contractors when attending meetings, answering Government telephones, providing any type of written correspondence, or working in situations where their actions could be construed as official Government acts. 6.5.2 Attendance at Meetings Contractor personnel shall attend meetings or otherwise communicate with Government and/or other contract representatives to meet the requirements of this order. Contractor personnel make their contractor status known during introductions. 6.5.3 Use of Military Rank by Contractor Personnel Contractor personnel, while performing in a contractor capacity, shall refrain from using their retired or reserve component military rank or title in all written or verbal communications associated with the contracts in which they provide services under. 6.5.4 Telecommuting for Federal Contractors A federal agency shall generally not discourage a contractor from allowing its employees to telecommute in the performance of Government contracts. Therefore, agencies shall not include in a solicitation a requirement that prohibits an offeror from permitting its employees to telecommute unless the Contracting Officer first determines that the requirements of the agency, including security requirements, cannot be met if telecommuting is permitted. The Contracting Officer shall document the basis for the determination in writing and specify the prohibition in the solicitation. Additionally, when telecommuting is prohibited, the Contracting Officer shall address the evaluation procedures of the solicitation as it relates to this subject. When telecommuting is not prohibited, a federal agency shall not unfavorably evaluate an offer because it includes telecommuting, unless the Contracting Officer first determines that the requirements of the agency, including security requirements, would be adversely impacted iftelecommuting is permitted. The Contracting Officer shall document the basis for the determination in writing and address the evaluation procedures in the solicitation.

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6.5.5 Non-Disclosure Agreement The contractor shall sign one version of the following Non-disclosure Statement (Appendix B) (Deliverable 1) on behalf of the company, only if applicable, and shall also ensure that all staff assigned to, including all subcontractors and consultants, or performing on this Task order execute and adhere to the terms of the following non-disclosure statement, protecting the procurement sensitive information of the Government and the proprietary information of other contractors. Assignment of staff who have not executed this statement or failure to adhere to this statement shall constitute default on the part of the
contractor.

6.6 6.6.1

Access Requirements Contractor access to HA/TMA Systems/Network

Contracting companies must notify the TMA Privacy Office after being awarded a TR1CARE contract that requires access to a DoD system. The contractor shall be required to gain access to the HA/TMA network for performance of this task. As such, contractor personnel shall undergo appropriate background investigation (Automated Data Processofflnformation Technology (ADP/IT) security clearance) and security awareness training. The contractor shall be prepared for this process to take at least two (2) weeks, if not longer. The contractor shall submit a Standard Form 85P for background investigation to the Office of Personnel Management and obtain receipt confirmation as a prerequisite for contractor personnel to access the HA/TMA network. The Standard Form 85P is available at: http://www.tricare.osd.mil/tmaprivacy/sf85p.pdf. Contracting companies shall notify the TMA Privacy Office when the security officer has submitted the SF85P user form to OPM for new employees. Upon termination of a contractor employee from the TRICARE Contract, contracting companies shall notify the TMA Privacy Office and OPM of the action, including the termination date. The contractor shall follow the TMA Privacy Office guidelines for submittal of ADP/IT security clearances and ensure all contractor personnel are designated as ADP/IT-I, ADP/IT-II, or ADP/IT-III where their duties meet the criteria of the position sensitivity designations. As required, the contractor shall contact the TMA Privacy Office for guidance on the appropriate ADP/IT levels for contractor personnel on the contract. The TMA Privacy Office procedures for personnel security are listed on the following website: http://www.tricare.osd.mil/tmaprivacy/personnel-securitv,cfin. A Common Access Card (CAC) will be issued by the government to contractor staffonce the security investigation has been scheduled. The contractor shall use the CAC whenever accessing TMA/HA systems/networks. The CAC identifies the specific individual accessing TMA/HA systems/networks. 6.6.2 6.7 6.8 6.9 Contractor access to classified information: Not applicable to this task. Development: Not applicable to this task, Data Rights: Not applicable to this task. Quality Assurance The Government will review Monthly Progress Reports and will attend regular task performance review meetings with the contractor to survey quality of products and services according to the following plan. 6.9.1 Quality Assurance Surveillance Plan (QASP) The Government intends to utilize a Quality Assurance Surveillance Plan (QASP) to monitor the quality of the contractor's performance. This plan provides a basis for the COR to evaluate the quality of the contractor's performance. The oversight provided for in the order and in this plan would help to ensure that service levels reach and maintain the required levels throughout the contract term. Further, the QASP

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provides the COR with a proactive way to avoid unacceptable or deficient performance, and provides verifiable input for the required Past Performance Information Assessments. The QASP will be finalized immediately following award and a copy provided to the contractor after award. The QASP is a living document and may be updated by the Government as necessary.

6.9.2 Performance Standards Summary Matrix. By monitoring the contractor, the COR will determine whether the performance levels set forth in the order have been attained. Performance standards are specified in the summary matrix in the Standard and Acceptable Quality Level columns.

Task 1. Program Management Support (See Para 2.2.1)

Indicator Provide professional, technically knowledgeable staffto support TMA operations.
Provide professional, technically knowledgeable staff to support TMA transition efforts from TNEX to T-3 contracts. Provide professional para-legal support to OGC.

Standard
Timeliness of completed projects.

Acceptable Quality Level 95% of assigned projects are accurately completed by the due date.
95% of assigned projects are accurately completed by the due date.

Method of Surveillance
Observation and written or oral complaints.

Incentive Exercise of Option Period and past performance

2. Transition and Integration Contract Support (See Para 2.2,2)

Timeliness of completed projects.

Observation and written or oral complaints.

Exercise of Option Period and past performance

3. OGC Support (See Para 2.2.3)

Timeliness of completed projects.
Timeliness of completed projects.

Administrative Support (See Para 2.2.4) 5. Special Studies and Trend Analysis (See Para 2.2.5)

Provide administrative support on an as required basis. Support the analyses and design of program options.

a. Timeliness of completed projects. b. Quality of supporting documentation,

95% of assigned projects are accurately completed by the due date. 95% of assigned projects are accurately completed by the due date. a. 95% of assigned projects are accurately completed by the due date. b. Documentation is adequate to support conclusions or recommendations 95% of the time.

Observation and written or oral complaints, Observation and written or oral complaints. Observation and written or oral complaints.

Exercise of Option Period and past performance Exercise of Option Period and past performance Exercise of Option Period and past performance

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Task 6. Subject Matter Expert (SME) Support (See Para 2.2.6)

Indicator
Provide SMEs to support T-3 initiatives.

Standard Timeliness of
access tO

Acceptable Quality Level
SME will be available within 10 calendar days of notification of requirement.

qualified expert personnel.

Method of Surveillance Observation and written or oral complaints.

Incentive Exercise of Option Period and past performance

6.9.3 Surveillance Process The COR will conduct performance evaluations based on the required standards set forth in the performance standards summary above, and as specified in the QASP. 6,9.3.1 On-The-Spot Document Inspections The COR will perform random checks of the work products, files, and information data bases. 6.9.3.2 Quarterly Meetings The COR will meet with the contractor on a quarterly basis to assess performance and will provide a quarterly written assessment. 6,9.3.3 Observance and feedback from TMA customers and staff The COR will take note of any unacceptable observances during the work hours and will log negative feedback from other staff or TMA customers. 6.9.4 Performance Evaluation Process The Contractor Performance Assessment Reporting System (CPARS) has been adopted by TMA to electronically capture assessment data and manage the evaluation process. CPARS is used to assesses a contractor's performance and provide a record, both positive and negative, on a given contract during a specific period of time. The CPARS process is designed with a series of checks and balances to facilitate the objective and consistent evaluation of contractor performance. Both government and contractor program management perspectives are captured on the CPAR form and together make a complete CPAR. Once the Assessing Official completes the proposed assessment for the period of performance, the CPARS is released to the appropriate Contractor Representative for their review and comments. User ID and Password will be provided to the designated Contractor Representative upon issuance of a task order. The contractor has 30 days after the Government's evaluation is completed to comment on the evaluation. The Contractor Representative must either concur or nonconcur to each CPAR. If the contractor concurs with the proposed assessment and the Reviewing Official does not wish to see the CPAR, the Assessing Official may close out the CPAR. Otherwise, they must forward the CPAR to the Reviewing Official for them to review, enter comments if appropriate, and close out. The Reviewing Official may at their option direct the Assessing Official to forward every CPAR to them for review.
6.10 Government Furnished Equipment (GFE)/Information (GFl)/Facilities

6.10.1

Government Furnished Facilities

The Government will provide office facilities, equipment, and materials for daily business use of staff called for under this order. This shall include office space, desk, telephone, chair, computer, shared printer, and requisite consumable materials.

6.10.2 Government Furnished Equipment/Information/Property The contractor shall identify, .in their proposal, any Government Furnished Equipment/Information or contractor-acquired-Government Owned property (CAP), necessary to perform this task. This shall include any contractor purchased or acquired/Government-owned items. Detailed Bills of Materials shall be submitted along with the proposal; noting part numbers, prices, and need dates for all required GFE. The contractor shall maintain a detailed inventory accounting system for Government Furnished Equipment/Material or CAP. The inventory accounting system must specify, as a minimum: product

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description (make, model), Government tag number, date of receipt, name of recipient, location of receipt, current location, purchase cost (if CAP), and contract/order number under which the equipment is being used. The contractor shall either: a) attach an update inventory report to each Monthly Progress Report, or b) certify that the inventory has been updated and is available for Government review. In either case the contractor's inventory listing must be available for Government review within one business day of COR request. 6.11 7.0 7.1 7.2 Section 508 Requirement: Not Applicable to this task. APPLICABLE DOCUMENTS Compliance Documents: Not Applicable to this task. Reference Documents The following documents may be helpful to the contractor in performing the work described in this document:

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APPENDIX A: ORGANIZATIONAL CONFLICT OF INTEREST TRICARE Management Activity (TMA) has categorized all its non-purchased care requirements into three broad categories, as defined below, for purposes of identifying, avoiding or mitigating against Organizational Conflicts of Interest (OCIs) in accordance with FAR Subpart 9.5. These categories are defined as follows: Categow l: TMA Internal Support: Services which, by their very nature, give the contractor access to extensive data about the contracts of all other TMA contractors. Categow 2: Program Management Support: Services which assist TMA in planning and managing its activities and programs. This includes, for example: requirements analysis, acquisition support, budget planning and management, business process reengineering, program planning and execution support, and independent technical management support. Category 3: Product Support. Services or end items required to meet the mission requirements of TMA's non-purchased care activities and programs. This includes, for example: concept exploration and development; system design; system development and integration; COTS procurement and integration; internal development testing; deployment; installation; operations; and maintenance. Contractor participation in more than one of these areas may give rise to an unfair competitive advantage resulting from access to advance acquisition planning, source selection sensitive or proprietary information. Furthermore, contractor participation in more than one area may give rise to a real or apparent loss of contractor impartiality and objectivity where its advisory or planning assistance in one area potentially affects its present or future participation in another area. The purpose of this categorization is to accomplish the following three objectives: (1) to inform prospective Offerors that TMA presumes that award of a contract or order in the subject category will give rise to real or apparent OCIs with respect to requirements in the other two categories; (2) to assist current contractors and prospective Offerors in developing their own business strategies regarding participation in TMA requirements and in identifying and, where possible, avoiding or mitigating against OCls; and (3) to ensure that all current contractors and prospective Offerors are afforded the maximum practicable opportunity to compete for all TMA requirements consistent with the restrictions required under FAR Subpart 9.5 and sound business practices. For purposes of identifying, avoiding and / or mitigating against OCIs, TMA will examine all its nonpurchased care requirements and acquisitions regardless of the cognizant contracting activity (e.g., USAMRAA, GSA, other agency Multiple Award Schedules, etc.) or the type of contract vehicle used (e.g., FSS order, Fair Opportunity competitive order under Multiple Award ID/IQ Contracts, competitively negotiated awards under FAR Part 15, etc.). Each TMA non-purchased care solicitation will therefore be designated as falling within one of the three above defined categories. The work called for under this contract / order has been categorized by TMA as a non-purchased care task as: Category 2: Program Management Task TMA will administer this clause for purposes of award eligibilio~ for each solicitation as follows: An Offeror that has never provided support to TMA in any of the categories is eligible for award in any category without any further action required under this clause.

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An Offeror that provides or has provided support to TMA in only one category of work and has never supported TMA in any other category (a single-category contractor) is eligible for award for any future requirement in that single category without further action under this clause. A single-category Offeror/contractor wishing to submit an offer in a different category, or any Offeror/contractor which now provides or previously has provided support in more than one category, must include the following as part of its offer: Perform a comparative analysis of the potential new work against all current and previous work performed in support of TMA in any categoly other than that of the new work being offered. The comparative analysis must be included in the proposal for the new work, and must include a statement certifying whether the contractor believes that its performance of the proposed new work would create a real or apparent OCI. If the contractor knows that no real or perceived OCI will result fi'om an award of the proposed work, no additional action by the contractor is required. If the Offeror/contractor knows that a real or apparent OCl may exist as a result of an award, the contractor shall also submit an OCI Avoidance or Mitigation Plan with its proposal. Inclusion of the comparative analysis and OCI Avoidance or Mitigation Plan will not be counted against any offer page limitations otherwise stated in the solicitation. The Contracting Officer (and when applicable the appropriate program office, acquisition manager, and legal counsel) wil! review the comparative analysis and, if provided, the Avoidance or Mitigation Plan, in accordance with the requirements of FAR Subpart 9.5 (Organizational Conflict of Interest) to determine whether award to that Offeror would be consistent with those requirements. If it is unilaterally determined by the Contracting Officer that no OCI would arise or that the OCI Avoidance or Mitigation Plan adequately protects the interests of the government in the event of award to that Offeror, the Offeror wilt be determined, for purposes of this clause, to be eligible for award. If the Offeror/contractor knows of no OCI in accepting work under this contract, it shall certify its OCI status and submit the certification at the end of this clause with its proposal and any later award, if awarded the contract. The contractor shall also obtain a similar certification of OCI status from all subcontractors, teaming partners or consultants prior to tasking any such party under this contract. The contractor shall appropriately modify and include this clause, including this paragraph, in all consulting agreements and subcontracts of any tier to preserve the rights of the Government. For breach of any of the above restrictions or for nondisclosure or misrepresentation of any relevant facts required to be disclosed concerning this contract, the Government may terminate this contract, disqualify the contractor from subsequent related contractual efforts, and pursue any remedies as may be permitted by law or this contract. Prior to a contract modification involving a change to the Statement of Work, or an increase in the level of effort or extension of the term of the contract, the contractor shall submit any applicable organizational conflict of interest disclosure or an update of the previously submitted disclosure or representation. The Offeror/contractor should review the considerations below in determining whether or not a conflict of interest exists. Does the Offeror or any intended subcontractors, teaming partners, proposed employees, or affiliates have Unequal Access to Information? Would award to the Offeror result in the Offeror having the opportunity to access nonpublic information that may give the Offeror a competitive advantage in a later competition for a government contract? Specifically, will the Offeroffcontractor have access to any of the following information: o Budget(s), or Budget Information?

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Acquisition Sensitive Information related to the procurement process to include, but not limited to Acquisition Plans, Requirements, Statements of Work, or Evaluation Criteria? Does the Offeror or any intended subcontractors, teaming partners, proposed employees, or affiliates have "impaired objectivity" because the Offeror's ability to render impartial judgments may be compromised because of its conflicting role(s) on this effort and other government contracts? Do "biased ground rules" exist? Most commonly, this would include a situation where the Offeror has, as a government contractor, written specifications or a statement of work for this effort, which could skew competition in favor of itself?. Is the Offeror aware of any other information relating to this proposed contract/order, which could reasonably be construed as creating an OCI? The Offeror/contractor hereby certifies to the best of its knowledge its OCI status below: (Offeror: Choose one of the following two statements. Delete the statement that does not apply.) No real or perceived OCI, as defined in FAR 2.1 and discussed in FAR 9.5, will result from an award of the proposed work (there are no 'Yes' responses to the questions above). A real or apparent OCI may exist as a result of an award and therefore an appropriate OCI Avoidance or Mitigation Plan is attached (Offeror shall include an appropriate OCI Avoidance or Mitigation Plan, as required by this clause, with its proposal to the Contracting Officer). (Signature) (Printed Name) (Date) (Title)

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APPENDIX B: NON DISCLOSURE AGREEMENT Non-Disclosure Agreement for contractor Employees And Subcontractors

I, _, am an employee of or a subcontractor to [Company Name] , a contractor acting under contract to the [Name of TMA Directorate] under Prime Contract No. __, through Task Order __. I understand that in the performance of this task, I may have access to sensitive or proprietary business, technical, financial, and/or source selection information belonging to the Government or other contractors. Proprietary information includes, but is not limited to, cost/pricing data, Government spend plan data, contractor technical proposal data, independent government cost estimates, negotiation strategies and contractor data presented in negotiations, contracting plans and statements of work. I agree not to discuss, divulge, or disclose any such information or data to any person or entity except those persons directly concerned with the performance of this task order. I have been advised that the unauthorized disclosure, use or negligent handling of the information by me could cause irreparable injury to the owner of the information. The injury could be source sensitive procurement information of the government or proprietary/trade secret information of another company. I understand that the United States Government may seek any remedy available to it to enforce this Agreement, including, but not limited to, application for a court order prohibiting disclosure of information in breach of this agreement. Court costs and reasonable attorney fees incurred by the United States Government may be assessed against me if ! lose such action. I understand that another company might file a separate claim against me if I have misused its proprietary information. In the event that I seek other employment, I will reveal to any prospective employer the continuing obligation in this agreement prior to accepting any employment offer. The obligations imposed herein do not extend to information/data which is: a. in the public domain at the time of receipt or it came into the public domain thereafter through no act of mine; b. disclosed with the prior written approval of the TMA designated Contracting Officer; e. demonstrated to have been developed by [Company Name] , or me independently of disclosures made hereunder; d. disclosed pursuant to court order, after notification to the TMA designated Contracting Officer; e. disclosed inadvertently despite the exercise of the same reasonable degree of care a party normally uses to protect its own proprietary information. I have read this agreement carefully and my questions, if any, have been answered to my satisfaction.

(Printed Name of Employee or Subcontractor)

Date

(Signature)

Organization

(Witness Signature)

Date