DHA_MSS_Instructions_Attachment_2_Technical_Wksht_V8.xlsx

XLSX spreadsheet 44 KB Posted Aug 17, 2017

Attached to: Medical Support Services Final RFP Federal contract opportunity
Solicitation number: 110515MSS01
Issued by: Defense Health Agency

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Instructions

See Addendum to 52.212-1 for full Technical Instructions, Paragraph 3.2

a. The worksheet titled “Self Scoring Sheet” has 143 rows divided into 4 Categories: Scope, Magnitude, Complexity and Applicability. Within the Categories, there are 11 Sections that assess capability where points will be assigned based on the requirement. There are locked/protected heading rows, point values and subtotals along with hidden formula rows. Within each section are various elements of importance to the Government. Offerors should consider their past experience as well as their teaming partners to attest to medical support services technical capabilities. Supporting documentation should be for medical support services.. Offerors will be required to provide supporting documentation as proof of their technical capability for the sections and elements within those sections. Claimed capability may be for either the prime contractor (offeror) or teaming partner(s) as identified on the DHA MSS Instructions, Attachment 2, and Technical Self-Scoring Worksheet. For Scope, at least one claimed capability in each of the three (3) elements (Labor Category/Services Placement, Hard-to-Fill/High Turnover Positions and Healthcare Settings) shall be for the offeror. For Magnitude, all the claimed capabilities should be for the prime offeror. For Complexity, for Elements 5 (High Demand Performance Locations) and 6 (Hard-to-Fill Locations), at least one claimed capability must be for the prime offeror; for Elements 7 (Prime Contractor Experience) and 8 (Subcontractor Experience) the claimed capability should be for the prime offeror. For Applicability, Element 9 (Customer Base), at least one claimed capability should be for the prime offeror and Elements 10 (ID/IQ Experience) and 11 (FFP Experience) should be for the prime offeror. Supporting documentation requirements is discussed in detail below.

The worksheet has Columns A through P that are explained below:

Column A is the Section number assigned to that capability element.

Column B is the RFP reference.

Column C is the capability being assessed.

Columns D through G are the level of capability that can be chosen by the offeror.

Column H is a subtotal by row and Section [that populates automatically based on the selection in Columns D through G].

Column I shows the electronic file name for that Section/Element that will be used for scanned supporting documentation.

Columns J through P is a current point of contact for the supporting documentation/item who the government can contact to validate your claim of capability, if necessary.

b. The Offeror shall follow the instructions listed below when filling out the rows of the worksheet. For convenience, the instructions are also included in a separate worksheet in the Technical Self Scoring Worksheet titled “Instructions.” Offerors will place an “X” in the proper cell; no other character or word will work in the cell to generate the correlating point value. Offerors shall not enter a point value as the worksheet will assign a point value based on the selected capability (column). It is important to note the government considers a task order under MAC ID/IQ contracts, including, federal supply schedule, GSA or BPA orders), a single contract [and supporting document requirement].

§ Row 1: Enter Offeror name in Column C.

§ Scope Section (Rows 4 to 45).

§ Rows 5-19, Labor Category/Service Product Service Code Placement: Place an “X” in the appropriate Column D, E, F, or G associated with the highest number of FTEs placed on a single contract or order in the last 5 years (from the release date of this solicitation). At least one claimed capability must be from the prime offeror: Certified (Row 9, Section 1, Element a), Specialized/Technical (Row 11, Section 1, Element b), Administrative/Clerical (Row 13, Element c), and Other Medical Support FTEs (Row 15, Element d). If the offeror never placed those types of labor categories/services, leave blank and complete Other Labor Category/Service in Row 17, Element e. This element is for services not in the PSC listed in Element a through d above(see Part I, PWS, Paragraph 1.4 table). Offerors may complete Row 17, Element e if they have placed an “X” in the Columns for Certified (Row 9, Section 1, Element a), Specialized/Technical (Row 11, Section 1, Element b), Administrative/Clerical (Row 13, Element c), and Other Medical Support FTEs (Row 15, Element d). If claiming Row 17, offerors must complete Row 18, Column c to specify the labor category.

§ Rows 20-35, Hard to Fill/High Turnover Positions: Place an “X” in the appropriate Column D, E, F, or G associated with the highest number of FTEs placed on a single contract or order in the last 5 years (from the release date of this solictation). At least one claimed capabilitly must be from the prime offeror: Referral Clerk (Row 24, Section 2, Element a), Medical Appointment Clerk (Row 26, Section 2, Element b), Medical Office Clerk (Row 28, Section 2, Element c), Medical Records Technician (Row 30, Section 2, Element d), Outpatient Medical Coder (Row 32, Section 2, Element e), Beneficiary Services Representative (aka, PEBLO) (Row 34, Section 2, Element f).

§ Rows 36-44, Healthcare Setting: Place an “X” in the appropriate Column D or E, associated with your capability and experience for medical support services in two performance settings (location where the services were performed). At least one claimed capability must be from the prime offeror: Outpatient Clinic (Row 39, Section 3, Element a) or Hospital (Row 41, Section 3, Element b). For this solicitation, an Outpatient Clinic is a standalone ambulatory care facility providing outpatient medical care. A hospital is a medical treatment facility capable of providing outpatient and inpatient services. Services performed outside an outpatient clinic or hospital (i.e., remote, corporate headquarters, etc.) would not be included here.

§ Row 45 is the subtotal for the Scope Category. Validate that the points were correctly calculated and transfer properly to the Total Points Summary worksheet, Row 5, Column B.

§ Magnitude Section (Rows 46-61). All claimed capabilities should be for the prime offeror. Offerors should select a single contract or order with the highest total value (including options) and provide up to 10 pages for supporting documentation. Next, prime offerors should support the total number of Medical Support Service FTEs placed for the Government in the last 5 years from the date of the solicitation and provide up to 40 pages for supporting documentation. Then, the prime offeror will total up all active contracts (only for the offeror) managed in the last 5 years from the date of the solicitation and provide up to 40 pages of supporting documentation..

§ Rows 51, Highest total Value on a single contract or order as the prime offeror in the last 5 years (from the release date of this solictation): Place an “X” in the appropriate Column D, E, F or G.

§ Rows 56, Total Medical Support Service FTEs placed for the Government in the last 5 years (from the release date of this solicitation). Place an “X” in the appropriate Column D, E, F or G.

§ Rows 60, Total number of active contracts or orders providing medical support services to the Government as of the date of the solicitation. Place an “X” in the appropriate Column D, E, F or G.

§ Row 57 is the subtotal for the Magnitude Category. Validate that the points were corrected calculated and transferred properly to the Total Points Summary worksheet, Row 6, Column B.

o Complexity Section (Rows 62-115).

§ Rows 67-85, High Demand Performance Locations. Place an “X” in Column D or E attesting to your historic capability of providing Medical Support Services in the listed performance locations. Offerors may enter one “Other” location and are required to specify the location in Row 86.

§ Rows 92-100, Hard to Fill Locations. Place an “X” in Column D or E attesting to your historic capability of providing Medical Support Services in the listed performance locations.

§ Rows 106-108, Prime Contractor Experience. Place an “X” in Column D or E attesting to your performance capability as the Prime or subcontractor.

§ Rows 114, Subcontractor/Team Management. Place an “X” in Column D or E attesting to the prime offeror's historic capability of managing teaming partners/subcontractors.

§ Row 115 is the subtotal for the Complexity Category. Validate that the points were corrected calculated and transferred properly to the Total Points Summary worksheet, Row 7, Column B.

o Applicability Section (Rows 110-135).

§ Rows 121-130, Customer Base. Place an “X” in Column D or E attesting to the prime offeror's historic capability of providing Medical Support Services to the listed customers. For multiple MTFs involving different Services or multi-market sectors, the customer should be reported as DHA. If performance is at a single MTF, the customer would be based on what service owns the MTF.

§ Row 137, Indefinite Delivery/Indefinite Quantity Contract Experience. Place an “X” in Column D or E attesting to the prime offeror's historic capability of performing on an Indefinite Delivery/ Indefinite Quantity Contract.

§ Row 142, Indefinite Delivery/Indefinite Quantity Contract Experience. Place an “X” in Column D or E attesting to your historic capability of performing on an Indefinite Delivery/ Indefinite Quantity Contract.

§ Row 142, Firm Fixed Price Contract Experience. Place an “X” in Column D or E attesting to the prime offeror's historic capability of performing on a Firm Fixed Price Contract.

§ Row 143 is the subtotal for the Applicability Category. Validate that the points were corrected calculated and transferred properly to the Total Points Summary worksheet, Row 8, Column B.

See Addendum to 52.212-1 for full Technical Instructions, Paragraph 3.2

Self-Scoring Sheet

OFFEROR NAME:

VOLUME II - TECHNICAL CAPABILITY

Item

Self Scoring Section

Point Value

Supporting Documentation

Section#

Category: SCOPE (Type of medical support labor categories/services provided AND setting)

Ref

Labor Categories/Services Placement

At least one claimed capability must be from the prime offeror

Enter an X in the appropriate column with the largest number of FTEs placed on a single order or contract.

Documentation* see instructions

Item Validation Information

FTEs Placed:

< 1 to < 2

> 2 to < 4

> 4 to < 7

400

File Name (e.g., MY COMPANY.VOLII.LC&SV.TAB1a-e.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Certified Medical Support Positions (PSC Q601, 602, 603) - Points: 20, 60, 75, 100

FALSE

Specialized/Technical Medical Support Positions (PSC Q701 and Q702) - Points: 25, 50, 80,100

FALSE

Medical Administrative/Clerical (PSC Q801 and Q802) - Points :50, 80, 100, 120

FALSE

Other Medical Support Positions (PSC Q999) - Points: 15, 30, 40, 50

FALSE

Other Labor Category/Service (not Q6, Q7, Q8 or Q9 PSCs) - Points: 5, 10, 20, 30

Specify labor category here: ___________________________

Labor Category/Service Subtotal

Ref

Hard-to-Fill/High Turnover Positions

At least one claimed capability must be from the prime offeror

Enter an X in the appropriate column with the largest number of FTEs placed on a single order or contract.

Documentation

Item Validation Information

FTEs Placed:

< 1 to < 2

> 2 to < 4

> 4 to < 7

> 7

300

File Name (e.g., MY COMPANY.VOLII.LC&SV.HARD.TAB2a-e.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Referral Clerk -Points: 20, 40, 50, 70

FALSE

Medical Appointment Clerks - Points: 20, 30, 40, 50

FALSE

Medical Office Clerk - Points: 15, 25, 35, 45

FALSE

Medical Records Technician - Points: 10, 15, 25, 35

FALSE

Outpatient Medical Coder - Points: 20, 30, 40, 50

FALSE

Beneficiary Services Representative (PEBLO) - Points: 20, 30, 40, 50

Hard to Fill/High Turnover Positions Subtotal

Ref

Healthcare Setting (see note below)

At least one claimed capability must be from the prime offeror

Enter an X in the appropriate column associated with clinical settings

Documentation

Item Validation Information

Yes

No (0 points)

100

File Name (e.g., MY COMPANY.VOLII.TAB3a-c.SETTING.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Outpatient Clinic (60 points)

FALSE

Hospital (40 points)

NOTE: Healthcare Setting refers to where the services are performed

Outpatient Clinic - a standalone ambulatory care facility.

Hospital: A medical treatment facility capable of providing inpatient care. It is appropriately staffed and equipped to provide diagnostic and therapeutic services, as well as the necessary supporting services required to perform its assigned mission and functions. A hospital may, in addition, discharge the functions of a clinic.

Setting Subtotal

SCOPE TOTAL

Section#

Category: MAGNITUDE (Highest Dollar value on single contract/order, Total FTEs Placed and Total Active Contracts for the prime offeror

Ref

Enter an X in the cell associated with the highest dollar value of a single order or contract.

Contract Value:

> $30K

> $30K but < $90K

> $90K but < $150K

> $150K

100

Documentation

Item Validation Information

Point Value:

100

File Name (e.g., MY COMPANY.VOLII.MAGNITUDE.TAB4a.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Highest total value (including all options) obligated on a single contract or order for the prime Offeror

Enter an X in the cell associated with the largest number of FTEs on a single order or contract.

FTEs Placed:

< 10

10-39

40-59

60+

100

Documentation

Item Validation Information

Point Value:

100

File Name (e.g., MY COMPANY.VOLII.MAGNITUDE.TAB4b.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Total Full-Time Equivalent medical support service contract workers placed for the Government in the last 5-years by the prime offeror.

Active Contracts

< 10

> 10 but < 20

> 20 but < 30

> 30

100

Documentation

Item Validation Information

Point Value:

100

File Name (e.g., MY COMPANY.VOLII.MAGNITUDE.TAB4b.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Total number of active contracts or orders providing medical support services to the Government as of the date of the solicitation for the prime offeror.

MAGNITUDE TOTAL

Section#

Category: COMPLEXITY (Geographic Coverage)

Ref

High Demand Performance Locations

At least one claimed capability must be from the prime offeror

Enter an X in the appropriate column associated with contract performance in the following locations:

Yes

No (No points)

100

Documentation

Item Validation Information

File Name (e.g., MY COMPANY.VOLII.COMPLEXIBILITY.HIGH.TAB5a-j.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

National Capital Region (DC, Maryland, Virginia) - 30 points

FALSE

Nevada (10 points)

FALSE

California (10 points)

FALSE

Florida (10 points)

FALSE

Ohio (10 points)

FALSE

Texas (10 points)

FALSE

Mississippi ( 5 points)

FALSE

New Mexico (5 points)

FALSE

Illinois (5 points)

FALSE

Other (5 points)

[Type in Location here]

High Demand Performance Locations Subtotal

Ref

Hard-to-Fill Locations

At least one claimed capability must be from the prime offeror

Yes

No (No points)

Documentation

Item Validation Information

File Name (e.g., MY COMPANY.VOLII.COMPLEXIBILITY.HARD.TAB6a-e.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Hawaii (15 Points)

FALSE

North Dakota (15 Points)

FALSE

Alaska (10 points)

FALSE

Guam (5 Points)

FALSE

South Carolina (5 Points)

Hard to fill Locations Subtotal

Ref

Prime Contractor Experience (Supporting documentation must be from the Prime Contractor)

Enter an X in the appropriate column associated with contract experience

Yes (points)

No (No points)

Documentation

Item Validation Information

File Name (e.g., MY COMPANY.VOLII.PRIME.TAB7a-b.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Performance as a Prime Contractor (20 points)

FALSE

Performance as a subcontractor (5 points)

Contractor Experience Subtotal

Ref

Enter an X in the cell associated with the highest value ID/IQ or requirements contract

Number of subcontractors/team arrangements for the Prime Offeror

Documentation

Item Validation Information

Point Value:

File Name (e.g., MY COMPANY.VOLII.MAGNITUDE.TAB8a.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Subcontractors managed on a medical support services efforts

COMPLEXITY TOTAL

Section#

Category: APPLICABILITY (customer, role, Government contract experience)

Ref

Customer Base

At least one claimed capability must be from the prime offeror

Enter an X in the appropriate column associated with contract performance with the following customers:

Yes

(No points)

Documentation

Item Validation Information

File Name (e.g., MY COMPANY.VOLII.APPLICABILITY.TAB9a-f.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Defense Health Agency [formerly TMA] (15 point value)

FALSE

Air Force Medical Services (15 point value)

FALSE

Army or Navy Medical Services (10 point value)

FALSE

Other DoD or Federal Agency (5 point value)

FALSE

Other (5 Points)

Specific Other Here:

Customer Subtotal

INDEFINITE DELIVERY/INDEFINITE QUANTITY (ID/IQ) CONTRACT EXPERIENCE

Ref

Indefinite Delivery/Indefinite Quantity (ID/IQ) Contract for the Prime Offeror

Enter an X in the appropriate column associated with contract experience

Yes (25 points)

No (No points)

Documentation

Item Validation Information

File Name (e.g., MY COMPANY.VOLII.IDIQ.TAB10a.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Performance on an ID/IQ contract

FIRM FIXED PRICE CONTRACT EXPERIENCE

Ref

Firm Fixed Price (FFP) Contract for Prime Offeror

Enter an X in the appropriate column associated with contract experience

Documentation

Item Validation Information

Yes (25 points)

No (No points)

File Name (e.g., MY COMPANY.VOLII.IDIQ.TAB11a.pdf) See Table 1, Proposal Organization

Location of Services

Contract/Task Order Number

Agency Name

Point of Contact First Name

Point of Contact Last Name

Telephone Number

Email Address

FALSE

Performance on a FFP contract

APPLICABILITY TOTAL

&"-,Bold"&12DHA MSS TECHNICAL CAPABILITY SELF-SOURCING WORKSHEET

FOR OFFICIAL USE ONLY - SENSITIVE DRAFT INFORMATION &P of &N

Total Point Summary

Offeror Name:

TOTAL SCORE

Technical Area

Scope (800 points)	0
Magnitude (300 points)	0
Complexity (190 Points)	0
Applicability (100 points)	0
OFFEROR'S TOTAL POINT VALUE	0
1390 Possible Points

File details come from the government source that posted it. Updated Nov 14, 2017.