19AQMM25R0153.pdf

Document Number: 19AQMM25R0153 DRAFT Page 1 of 63

SOLICITATION, OFFER, AND AWARD

1. This Contract is a Rated Order under the Defense Priorities and Allocations System (DPAS) - Code of Federal Regulations - at 15

CFR 700.

RATING PAGE OF PAGES

1 63

2. CONTRACT NUMBER 3. SOLICITATION NUMBER

19AQMM25R0153

SEALED BID (IFB) INVITATION

FOR BID

X NEGOTIATED (RFP)

REQUEST FOR PROPOSAL

4. TYPE OF SOLICITATION 5. DATE

ISSUED

08/18/2025

6. REQUISITION/PURCHASE NUMBER

CODE AGA__

GLOBAL ACQUISITION (A/GA)

1200 Wilson Blvd, SA-6B

ATTN: A/GA

ARLINGTON, VA 22209

7. ISSUED BY 8. ADDRESS OFFER TO (If other than Item 7)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

(Hour) (Date) CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision Number 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

9. Sealed offers in original and ____________ copies for furnishing the supplies or services in the Schedule will be received at the place specified in item 8, or if hand carried, in the depository located in ______________________________________________________ until ________________ local time _________________

10. FOR

INFORMATION

E-MAIL:

A. NAME

Jeannie R. Mays

B. TELEPHONE (NO

COLLECT CALLS)

C. E-MAIL ADDRESS

MaysJR@State.gov

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 1-3 X I CONTRACT CLAUSES 29-30

X B SUPPLIES OR SERVICES AND PRICES/COSTS 4-10 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

X C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT 11 X J LIST OF ATTACHMENTS 31

X D PACKAGING AND MARKING 11-12 PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 13-14

X K REPRESENTATIONS CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

31-53

X F DELIVERIES OR PERFORMANCE 15-16

X L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS 54-61X G CONTRACT ADMINISTRATION DATA 17

X M EVALUATION FACTORS FOR AWARD 62X H SPECIAL CONTRACT REQUIREMENTS 18-28

OFFER (Must be fully completed by offeror)

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

In compliance with the above, the undersigned agrees, if this offer is accepted within _______________________ calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

12.

13. DISCOUNT FOR PROMPT PAYMENT (See Section I, Clause No. 52.232-8)

10 CALENDAR DAYS(%)

0.00 %

20 CALENDAR DAYS(%)

0.00 %

30 CALENDAR DAYS(%)

0.00 %

0 CALENDAR DAYS(%)

0.00 %

14. ACKNOWLEDGEMENT OF AMENDMENTS (The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

AMENDMENT NUMBER DATE AMENDMENT NUMBER DATE

15A. NAME AND

ADDRESS OF

OFFEROR

CONTACT: UEI: 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN

OFFER (Type or Print)

15B. TELEPHONE NUMBER

AREA CODE NUMBER EXTENSION

15C. CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER SUCH

ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

10 U.S.C. 3204(a) 41 U.S.C. 3304(a) ( )

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION: 23. SUBMIT INVOICES TO ADDRESS SHOWN IN (4 copies unless otherwise specified)

ITEM

CODE AGA

Commercial Services

TSS/SVC/CS

Office of Global Acquisition 1200 Wilson Blvd (SA-06B) Arlington, VA 22209

24. ADMINISTERED BY (if other than Item 7) CODE:25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

Jeannie R. Mays (Signature of Contracting Officer)

27. UNITED STATES OF AMERICA 28. AWARD DATE

08/18/2025

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 12/2022)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

CGFS // CGFS

Document Number: 19AQMM25R0153 DRAFT Page 2 of 63

Table of Contents

Section Description Page Number

B Supplies or Services and Prices/Costs B Supplies or Services and Costs/Prices

C Descriptions/Specifications/Statement of Work C Statement of Work

D Packaging and Marking E Inspection and Acceptance

E Inspection and Acceptance F Deliveries or Performance

F Deliveries or Performance G Contract Administration Data

G Contract Administration Data H Special Contract Requirements

H-031 SECURITY REQUIREMENTS

H Special Contract Requirements

I Contract Clauses 52.204-2 Security Requirements (Mar 2021) I Contract Clauses

J List of Attachments J List of Attachments

K Representations, Certifications, and Other Statements of Offerors or Respondents 52.203-11 Certification And Disclosure Regarding Payments to Influence Certain Federal Transactions (Sept 2024) 52.203-18 Prohibition on Contracting with Entities that Require Certain Internal Confidentiality Agreements or Statements--Representation (Jan 2017) 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (Nov 2021) 52.204-26 Covered Telecommunications Equipment or Services-Representation (Oct 2020) 52.209-2 Prohibition on Contracting with Inverted Domestic Corporations--Representation (Nov 2015) 52.209-11 Representation by Corporations Regarding Delinquent Tax Liability or a Felony Conviction under any Federal Law (Feb 2016) 52.209-12 Certification Regarding Tax Matters (Oct 2020) 52.209-13 Violation of Arms Control Treaties or Agreements-Certification (Nov 2021) 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services

(MAY 2024)(DEVIATION FEB 2025)

52.219-1 Small Business Program Representations (Feb 2024) 52.222-22 Previous Contracts and Compliance Reports (Feb 1999) 52.222-38 Compliance with Veterans' Employment Reporting Requirements (Feb 2016) 52.222-52 Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services-Certification (May 2014) 52.223-22 Public Disclosure of Greenhouse Gas Emissions and Reduction Goals-Representation (Dec 2016) 52.225-20 Prohibition on Conducting Restricted Business Operations in Sudan - Certification (Aug 2009) K Representations, Certifications, and Other Statements of Offerors or Respondents

L Instructions, Conditions, and Notices to Offerors and Respondents 52.204-7 System for Award Management (Nov 2024) 52.215-1 Instructions to Offerors-Competitive Acquisition (Nov 2021) 52.215-16 Facilities Capital Cost of Money (June 2003) 52.215-20 Requirements for Certified Cost or Pricing Data and Data Other Than Certified Cost or Pricing Data (Nov 2021) 52.215-22 Limitations on Pass-Through Charges-Identification of Subcontract Effort (Oct 2009).

52.222-24 Preaward On-Site Equal Opportunity Compliance Evaluation (Feb 1999) 52.232-13 Notice of Progress Payments (Apr 1984)

652.239-70 INFORMATION AND COMMUNICATION TECHNOLOGY SECURITY PLAN AND

ACCREDITATION (DEVIATION JULY 2025)

Document Number: 19AQMM25R0153 DRAFT Page 3 of 63

L Instructions, Conditions and Notices to Offerors or Respondents M Evaluation Factors for Award

52.217-5 Evaluation of Options (July 1990) M Evaluation Factors for Award

Document Number: 19AQMM25R0153 DRAFT Page 4 of 63

Section B - Supplies or Services and Prices/Costs

Line Item Summary

Solicitation Number:

19AQMM25R0153

Contract Number: Title:

Accident and Sickness Program for Exchanges (ASPE)

Date of Solicitation:

08/18/2025

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 LT $0.00 $0.00

Description: Start-Up / Transition Costs:

-Initial Planning and Project Management -System Configuration and Integration -Staff Training and Onboarding/Offboarding -Data Migration

Pricing Options: Base

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Ongoing Administration Costs:

-Claims Processing -Customer Service and Support -Telehealth Services -Behavioral/Mental Health Support Services -Pharmacy Services -Crisis Support and Medevacs -Healthcare Consultation and Support

Pricing Options: Base

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: System Maintenance and Upgrades

Pricing Options: Base

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Performance Metrics and Reporting

Pricing Options: Base

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Education and Marketing Campaign

Pricing Options: Base

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Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 LT $0.00 $0.00

Description: Optional Services:

-Additional Training Sessions -Custom Reporting and Analysis -Additional Crisis Support Services

Pricing Options: Base

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Travel Expenses:

-Domestic Travel -International Travel

Pricing Options: Base

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Miscellaneous Expenses

Pricing Options: Base

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Ongoing Administration Costs:

-Claims Processing -Customer Service and Support -Telehealth Services -Behavioral/Mental Health Support Services -Pharmacy Services -Crisis Support and Medevacs -Healthcare Consultation and Support

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: System Maintenance and Upgrades

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Performance Metrics and Reporting

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Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Education and Marketing Campaign

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 LT $0.00 $0.00

Description: Optional Services:

-Additional Training Sessions -Custom Reporting and Analysis -Additional Crisis Support Services

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Travel Expenses:

-Domestic Travel -International Travel

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Miscellaneous Expenses

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Ongoing Administration Costs:

-Claims Processing -Customer Service and Support -Telehealth Services -Behavioral/Mental Health Support Services -Pharmacy Services -Crisis Support and Medevacs -Healthcare Consultation and Support

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

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Description: System Maintenance and Upgrades

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Performance Metrics and Reporting

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Education and Marketing Campaign

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 LT $0.00 $0.00

Description: Optional Services:

-Additional Training Sessions -Custom Reporting and Analysis -Additional Crisis Support Services

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Travel Expenses:

-Domestic Travel -International Travel

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Miscellaneous Expenses

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

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Description: Ongoing Administration Costs:

-Claims Processing -Customer Service and Support -Telehealth Services -Behavioral/Mental Health Support Services -Pharmacy Services -Crisis Support and Medevacs -Healthcare Consultation and Support

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: System Maintenance and Upgrades

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Performance Metrics and Reporting

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Education and Marketing Campaign

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 LT $0.00 $0.00

Description: Optional Services:

-Additional Training Sessions -Custom Reporting and Analysis -Additional Crisis Support Services

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Travel Expenses:

-Domestic Travel -International Travel

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PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Miscellaneous Expenses

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Ongoing Administration Costs:

-Claims Processing -Customer Service and Support -Telehealth Services -Behavioral/Mental Health Support Services -Pharmacy Services -Crisis Support and Medevacs -Healthcare Consultation and Support

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: System Maintenance and Upgrades

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Performance Metrics and Reporting

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Education and Marketing Campaign

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 LT $0.00 $0.00

Description: Optional Services:

-Additional Training Sessions -Custom Reporting and Analysis -Additional Crisis Support Services

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PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Travel Expenses:

-Domestic Travel -International Travel

Pricing Options: Unexercised Option

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

PSC: R408

PSC Description: PROGRAM MANAGEMENT/

SUPPORT SERVICES

Type of Contract Pricing: Firm Fixed Price

1.0 YR $0.00 $0.00

Description: Miscellaneous Expenses

Pricing Options: Unexercised Option

CLIN Funding: Cost:

Base Totals: $0.00 $0.00

Exercised Options Totals: $0.00 $0.00

Unexercised Options Totals: $0.00 $0.00

Base and Options Totals: $0.00 $0.00

B - Supplies or Services and Costs/Prices

Contract Type This contract is expected to be awarded as a fixed-firm price contract with provisions for additional cost-reimbursable items as specified under the travel and miscellaneous expenses section. The anticipated contract will include an initial base year and four one-year options, allowing for flexibility and continuity in service provision at the discretion of the U.S. Government.

Term of Contract One (1) one-year Base Period Four (4) one-year Option Period

Effective Date The effective date of the contract will be provided in the contract stand up letter, contingent upon the successful negotiation and completion of all required pre-award certifications during the ninety day (90) transition period.

Supplies or Services and Costs/Prices

Pricing Summary in Contract Line Item Numbers (CLINs):

• Base Year: Include the costs for start-up activities, ongoing program administration, and other execution activities. These will be presented in the base award pricing structure.

• Optional Years: Include the costs for ongoing administration, optional services, and system support for each of the additional four years.

Offerors are required to complete the attachment 002 - Pricing Table with proposed quantities, unit prices, and total amounts for each CLIN to provide a clear understanding of the pricing components for the base award year and each of the optional years.

• Subcontracting Limitations

The TPA may only subcontract work with the prior written consent of the CO. The following limitations apply:

• Subcontract Approval: Subcontractors must be approved based on their qualifications and ability to meet the performance requirements.

• Flow-Down Clauses: All applicable contract clauses, including those related to data protection and compliance, must be included in subcontracts to ensure consistent performance.

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Changes in Law and Regulation If any changes in federal law, regulations, or executive orders impact the performance of this contract, the TPA shall notify the CO as soon as possible. The CO will determine the appropriate course of action, which may include modifying the contract to reflect the changes.

Section C - Descriptions/Specifications/Statement of Work

C - Statement of Work

The Contractor shall provide the services as stated in the Statement of Work (SOW) in the List of Attachment in Section J as Attachment 001 - Statement of Work (SOW).

Section D - Packaging and Marking

D - Packaging and Marking

This section provides the requirements for the packaging and marking of all deliverables related to the Accident and Sickness Program for Exchanges (ASPE) Health Benefits Plan. The packaging and marking requirements are intended to ensure the integrity, confidentiality, and clear identification of materials provided by the Third-Party Administrator (TPA) under the contract and approved by ECA. Proper adherence to these requirements is crucial to maintaining compliance with Department of State regulations, ensuring data security, and facilitating the efficient handling of all contract-related materials.

General Packaging and Marking Requirements The TPA must ensure that all items provided, including documents, reports, data sets, hardware, and other materials, are properly packaged and marked in accordance with the standards set forth in this section. These requirements apply to both physical and electronic deliveries.

Packaging Standards for Physical Deliverables

Packaging for Physical Security and Integrity

• Durable Packaging: All physical deliverables must be packaged in durable, tamper-evident containers that ensure the security and integrity of the items during transit.

• Protection Against Environmental Factors: Packaging must protect the contents from environmental factors such as moisture, dust, or excessive temperatures that could compromise the materials.

• Reinforced Sealing: Use reinforced sealing materials such as tape, straps, or locks, as appropriate, to secure the packaging and prevent unauthorized access.

Document Handling and Labeling

• Folder and Envelope Use: Documents must be enclosed in clearly labeled folders or envelopes that indicate the content type, intended recipient, and any confidentiality restrictions.

• No Loose Documentation: No loose documents or items should be included in the shipment. All items must be appropriately organized and secured within the packaging.

• Multiple Items: If a package contains multiple deliverables, each deliverable must be individually labeled and cross-referenced with the shipment manifest.

• Packaging Standards for Electronic Deliverables

File Format and Compression

• Standard Formats: Electronic deliverables must be provided in standard, non-proprietary formats such as PDF, DOCX, XLSX, or CSV unless otherwise specified by the Contracting Officer’s Representative (COR). These formats must ensure compatibility with Department of State systems.

• File Compression: Large files may be compressed using industry-standard compression tools (e.g., ZIP) to ensure efficient transmission. The compression must be secure, with password protection where appropriate.

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Electronic Labeling

• Descriptive File Names: Each electronic file must be clearly named to describe its contents, date of delivery, and purpose. The naming convention should include details such as the CLIN number, document type, and delivery date (e.g., "CLIN0004_PerformanceMetricsReport_Q1_2024.pdf").

• Metadata Inclusion: Metadata, including author, creation date, and version information, must be included for all electronic documents to facilitate identification and version control.

Secure Transmission

• Encryption: All electronic deliverables containing sensitive, personal, or confidential information must be encrypted during transmission. The encryption must meet federal standards as per the Federal Information Processing Standards

(FIPS 140-2).

• Email Restrictions: Sensitive data should not be transmitted via unencrypted email. Secure file transfer protocols or Department of State-approved secure portals must be used for electronic submissions and TPA will validate functionality quarterly or more as required by COR.

• Multi-Factor Authentication (MFA): Use of MFA is required for accessing secure portals used for deliverable submissions to ensure that access is restricted to authorized personnel.

Marking Requirements

The TPA must ensure that all deliverables, whether physical or electronic, are clearly marked in accordance with the requirements established by the Department of State and as detailed below.

Physical Deliverables

External Package Markings

• Contract Information: Each package must display the contract number, CLIN number, and the name and contact information of the Contracting Officer (CO) and Contracting Officer’s Representative (COR).

• Recipient Information: Include the full name, office, and physical address of the intended recipient. For internal delivery within the Department of State, the correct office designation (e.g., "ECA/EX") must be prominently displayed.

• Confidentiality Markings: Packages containing sensitive or proprietary information must be labeled as "CONFIDENTIAL" or "FOR OFFICIAL USE ONLY (FOUO)".

Internal Markings for Documents

• Header and Footer Requirements: Each page of a document must include a header and footer indicating the contract number, deliverable number, and date of submission. Pages should also indicate the sensitivity level, such as "Sensitive But Unclassified (SBU)" where applicable.

• Watermarking: Sensitive documents must include a watermark indicating "Proprietary" especially if they contain sensitive participant data or information subject to federal privacy regulations.

Electronic Deliverables

File and Document Markings

• Confidentiality Designation: The first page of each electronic document must include a confidentiality designation (e.g., "CONFIDENTIAL," "SBU," or "FOR OFFICIAL USE ONLY") to indicate the sensitivity level of the content.

• Contract Reference: The contract number must be displayed in the header or footer of each electronic document, along with the date of submission and version number.

Email Transmission Markings

• Subject Line Requirements: When transmitting deliverables via email (if permitted), the email subject line must include the contract number, CLIN number, and a brief description of the deliverable (e.g., "Contract [Number] - CLIN 0004 - Performance Metrics Report").

• Encryption Notice: When encrypted files are transmitted, include an encryption notice in the email body, indicating that the files are encrypted in compliance with federal security standards.

Special Handling Requirements

The TPA must comply with additional special handling requirements for specific deliverables to ensure the safety, security, and confidentiality of sensitive information, particularly personal health information (PHI).

Handling of Personally Identifiable Information (PII) and Protected Health Information (PHI)

• Confidentiality and Privacy Standards: All materials containing PII or PHI must be clearly marked and packaged in a manner that ensures confidentiality in compliance with the Health Insurance Portability and Accountability Act (HIPAA) and relevant privacy regulations.

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• Double Layer Packaging: For physical documents containing PII or PHI, double-layer packaging must be used, with both internal and external layers marked appropriately to indicate the sensitivity of the content.

• Access Restrictions: Only individuals authorized by the COR or CO may access or handle deliverables containing PII or PHI. The TPA must maintain records of individuals accessing such information for audit purposes.

Handling of Sensitive and Classified Deliverables

• Sensitive Information: Deliverables marked as "Sensitive But Unclassified (SBU)" must be securely packaged and transmitted using methods approved by the Department of State. For electronic transmission, secure encrypted channels must be used.

Delivery Instructions and Acknowledgment

All deliverables must be delivered according to the agreed-upon schedule and the following requirements:

Delivery Locations

• Physical Deliveries: All physical deliverables must be sent to the designated office at the Department of State as specified in the contract. A signed delivery receipt is required to verify successful delivery.

• Electronic Deliveries: Electronic deliverables must be uploaded to the secure portal designated by the Department of State. The TPA must notify the COR via email once the files have been uploaded, including a reference to the contract and CLIN number.

Delivery Acknowledgment

• Receipt Confirmation: The TPA must request and receive acknowledgment of receipt for all deliverables from the COR or CO. This acknowledgment must include the date of receipt, the name of the recipient, and a summary of the contents delivered.

• Recordkeeping: The TPA must maintain accurate records of all deliveries, including tracking numbers for physical shipments, email confirmations for electronic deliveries, and copies of signed receipts. These records must be made available to the Department of State upon request for audit purposes.

Missed or Late Deliveries

• Notification Requirements: In the event that a delivery is delayed or cannot be completed as scheduled, the TPA must notify the COR and CO immediately, providing the reason for the delay and an estimated revised delivery date.

• Penalty Provisions: Repeated delays in deliverable submissions may result in penalties as per the terms and conditions of the contract. The TPA is expected to adhere to all delivery timelines to ensure project success.

Packaging and Marking Non-Compliance

Failure to comply with the packaging and marking requirements outlined in this section may result in the rejection of deliverables, additional costs for re-packaging, or penalties as stipulated in the contract. The TPA is required to adhere strictly to these requirements to maintain the integrity of the ASPE Health Benefits Plan and ensure the safety and security of participant information.

Section E - Inspection and Acceptance

E - Inspection and Acceptance

Inspection of Services and Deliverables

The Department of State (DoS) reserves the right to inspect all services and deliverables provided under this contract to ensure compliance with the performance standards defined in the contract and the Statement of Work (SOW). The inspection process includes, but is not limited to:

Inspection Methods

a. Direct Inspection by Government Personnel

• The Contracting Officer's Representative (COR) or their designated personnel will conduct direct inspections of all services and deliverables. These inspections may occur on-site, at contractor facilities, or remotely as required. Inspections will focus on evaluating the quality, timeliness, and completeness of each deliverable.

b. Remote Inspection and System Monitoring

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• For services delivered electronically or performed remotely (e.g., digital platform maintenance, data processing), the DoS may conduct system monitoring and remote assessments. This may include reviewing reports, monitoring real-time performance, and conducting periodic evaluations using the TPA’s digital platform.

c. Participant Feedback and Surveys

• Participant feedback will be used as an additional method for inspecting the quality of services provided by the TPA.

Surveys, focus groups, and other feedback mechanisms may be employed to gather input on the TPA's performance, responsiveness, and participant satisfaction.

Scope of Inspection The scope of inspection will encompass the following key areas:

• Accuracy: Ensuring that data and reports provided are complete, accurate, and in compliance with contract requirements.

• Timeliness: Assessing whether the TPA adheres to the submission timelines specified for deliverables.

• Compliance: Evaluating compliance with federal regulations, such as HIPAA for personal health information (PHI) and J-

Visa requirements.

• Service Quality: Reviewing customer service interactions to ensure responsiveness, professionalism, and support quality in line with contractual standards.

Acceptance of Deliverables

Deliverables under this contract will only be accepted if they meet the quality standards, specifications, and timelines outlined in the SOW. Acceptance is determined solely by the Government and is necessary before any invoices for payment are approved.

Acceptance Criteria

Compliance with Contract Requirements

• Each deliverable must comply fully with the requirements outlined in the SOW, including adherence to technical specifications, quality standards, format, and content requirements.

Conformity to Quality Standards

• Deliverables must conform to established quality standards, including:

• Completeness: All deliverables must be fully complete, with no missing information or sections.

• Accuracy: Data, reports, and other submitted materials must be accurate, without errors or discrepancies.

• Formatting Requirements: Electronic and physical deliverables must adhere to the formatting requirements specified in Section D for packaging and marking.

Timeliness

• Deliverables must be submitted according to the schedule outlined in the contract. Late submissions are subject to penalties or may be rejected.

Inspection and Acceptance Procedures

Initial Review and Feedback

• Upon receipt of a deliverable, the COR will conduct an initial review within 10 business days. If deficiencies are identified, the TPA will be notified and must correct them within a specified period (typically 10-15 business days) as directed by the

COR.

Final Acceptance or Rejection

• The Government will issue final acceptance or rejection of a deliverable after all reviews and corrective actions are completed. Written notification of acceptance or rejection will be provided to the TPA.

Non-Conforming Deliverables

• If a deliverable does not meet the contract requirements, the COR may reject it and request corrective action. The TPA must resubmit the corrected deliverable within the timeframe specified by the COR. Repeated non-conformances may result in penalties as outlined in the contract.

Government's Right to Reject The Government reserves the right to reject any deliverable that fails to meet the requirements. Deliverables that do not conform to the agreed specifications, quality standards, or delivery schedule may result in the withholding of payments or contract termination.

Government Quality Assurance

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The Government shall utilize the Quality Assurance Surveillance Plan (QASP) to monitor the TPA’s compliance with contract requirements. The QASP outlines specific metrics and methods for evaluating the TPA’s performance against established criteria, ensuring a systematic approach to quality control. QASP is on the List of Attachment in Section J as Attachment 003.

Key Performance Indicators (KPIs)

• KPIs will include metrics such as response times for customer inquiries, accuracy of claims processing, percentage of accepted deliverables on first submission, and participant satisfaction rates.

Corrective Action Process

• The Government will require corrective actions if performance falls below acceptable standards. The TPA must submit a Corrective Action Plan (CAP) outlining how deficiencies will be addressed and prevented in the future.

Section F - Deliveries or Performance

F - Deliveries or Performance

Period of Performance

a. Base Period

• The period of performance for the base year will commence upon contract award and extend for a duration of 12 months.

The base year will focus on the start-up and transition activities, initial enrollment processes, and the delivery of ongoing administrative services.

b. Optional Periods

• The contract includes four optional years, each with a period of performance of 12 months. The Government reserves the right to exercise these options based on the TPA’s performance and ongoing program needs.

Transition Period

Transition In

• The transition period will begin immediately upon contract award and last for a period of up to 90 days. During this time, the TPA will coordinate with the Government to ensure a seamless transition from the incumbent contractor, establish systems, migrate data, and train personnel as necessary.

Transition Out

• A transition-out period of up to 90 days will be provided at the end of the contract to facilitate the handover of responsibilities, data, and documentation to the Government or a successor contractor.

Place of Performance

Remote Work

TPA Facilities

• The majority of the TPA’s work, including claims processing, customer support, and system maintenance, shall be performed at the TPA’s facilities or remotely.

Travel Requirements

Travel to Department of State

• The TPA must arrange travel to the Department of State in Washington, D.C., for quarterly review meetings or as directed by the COR. Travel must be approved in advance and comply with the Federal Travel Regulations (FTR).

International Travel

• As needed, the TPA may be required to travel internationally for the purposes of provider network development, participant engagement, or addressing critical health concerns. All international travel must be approved by the COR and included in the relevant CLIN for reimbursement.

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Delivery Schedule

All deliverables must be provided in accordance with the schedule specified in the contract. The TPA is expected to adhere to the following delivery schedule to ensure timely and efficient performance:

Regular Reports and Deliverables

• Monthly Claims Processing Report: Due by the 15th of each month following the reporting period.

• This reporting requirement can be augmented by providing a frequently updated dashboard.

• Quarterly Performance Review Report: Due by the 15th of the first month of the following quarter.

• Annual Summary Report: Due by January 31 of each year, summarizing the previous calendar year’s activities.

• All required, routine reporting categories and parameters and will be addressed in the required deliverables template provided to the TPA by the Program Manager. These reporting categories and parameters will be required for all routine reporting and will not be considered ad-hoc reporting. The TPA must possess the necessary technological compatibility and qualified staff to consistently gather, analyze, and deliver this information to the Program Manager. This includes the TPA’s capability to receive and incorporate any metrics and reporting from subcontracted services into the contract deliverables.

• ASPE Benefits Policy, Educational Materials, ASPE website and more will be reviewed and revised at least once per year, more often, depending on other variables and as needed, to include policy changes. After ECA makes revisions and updates to materials, the vendor will be responsible for publishing and implementing revisions within 14 calendar days of receipt of approval from the ECA ASPE Program Manager.

Transition Deliverables

• Transition Plan: Due within 10 days of contract award.

• Data Migration Report: Due within 60 days of initiating the transition, outlining the status and quality of data migrated.

Extensions and Modifications

Request for Extensions

• If the TPA anticipates a delay in meeting the scheduled delivery date for any deliverable, a written request for an extension must be submitted to the COR at least 10 business days prior to the due date. The request must include an explanation of the cause for the delay and a revised delivery schedule.

Performance Standards and Expectations

The TPA must meet or exceed the performance metrics specified in the SOW and QASP. Performance will be measured based on:

Timeliness

• Deliverables must be provided on or before the scheduled due dates. Repeated delays in deliverables without prior approval may result in penalties.

Quality of Deliverables

• All services must meet the quality standards outlined in Section C. Deliverables that fail to meet these standards will be subject to rejection and required corrective action.

Performance Reviews

Monthly and Quarterly Reviews

• The Government will conduct monthly and quarterly reviews of the TPA's performance based on reports, participant feedback, and service quality metrics. These reviews will be used to assess adherence to timelines, quality, and contract requirements.

Annual Performance Evaluation

• An annual evaluation will be conducted by the Government to determine overall performance. This evaluation will be a factor in deciding whether to exercise any option periods or take other contractual actions.

Force Majeure

In the event of force majeure (e.g., natural disasters, government-imposed restrictions, or other unforeseeable events beyond the control of the TPA), the TPA may request a reasonable extension of time for the performance of affected deliverables. The CO will evaluate such requests on a case-by-case basis, and any granted extensions will be documented through a contract modification.

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Section G - Contract Administration Data

G - Contract Administration Data

Contracting Officer (CO) The Contracting Officer (CO) is the only individual authorized to enter into, modify, or terminate this contract. The CO’s responsibilities include ensuring that all actions taken are in compliance with federal acquisition regulations (FAR), addressing contractual disputes, and issuing modifications when necessary.

Authority

• The CO has the authority to make decisions regarding all aspects of the contract. No changes or adjustments to the scope, terms, or pricing of the contract shall be binding unless issued in writing by the CO.

Correspondence

• All correspondence regarding contract modifications, disputes, requests for deviations, or any matter requiring the attention of the CO must be directed to:

• Contracting Officer's name: Jeannie R. Mays

• Address: U.S. Department of State, Bureau of Global Acquisition, 1200 Wilson Blvd., 11th Floor, Arlington, VA

22209

• Phone: (771) 205-1473

• Email: MaysJR@state.gov

Contracting Officer’s Representative (COR) The Contracting Officer’s Representative (COR) is responsible for overseeing the technical performance of the TPA under the contract. The COR does not have the authority to change the terms of the contract or obligate additional funds.

Role and Responsibilities

• The COR serves as the technical liaison between the Government and the TPA, providing day-to-day guidance and monitoring the quality of services and deliverables.

• Inspections and Acceptance: The COR is responsible for inspecting deliverables to ensure they meet contract requirements and providing written acceptance or requesting corrective actions as required.

• Performance Monitoring: The COR will evaluate the TPA's adherence to performance metrics specified in the Statement of Work (SOW) and report on contractor performance to the CO.

Correspondence

• All correspondence regarding the technical aspects of the contract must be directed to:

• COR's name: Elizabeth Royal

• Address: U.S. Department of State's Bureau of Educational and Cultural Affairs (ECA) -

EXC\FO SA5 - 2200 C Street, NW, Washington, DC 20522-0505

• Phone: (202) 733 8785

• Email: RoyalEA@state.gov

Invoicing and Payment The TPA must submit invoices in accordance with the procedures outlined below to receive payment for services rendered under this contract.

Submission Platform

• All invoices must be submitted electronically through the Invoice Processing Platform (IPP), in compliance with federal e-invoicing standards. The TPA will receive access instructions upon contract award.

Invoice Information Requirements

• Invoices must contain the following information:

• Contract Number and CLIN: The applicable contract and Contract Line Item Number (CLIN) for which the services are being billed.

• Period of Performance: The dates during which the services were provided.

• Itemized Costs: Detailed breakdown of costs, including labor categories, rates, quantities, unit prices, and total amounts. Itemized costs per exchange program must be provided via invoicing, supporting documentation or reporting.

• Certification Statement: A statement certifying that the services provided are accurate, complete, and in compliance with contract requirements.

• TIN and DUNS Number: The TPA’s Tax Identification Number (TIN) and Data Universal Numbering System (DUNS) number.

Supporting Documentation

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• All invoices must be accompanied by supporting documentation, including:

• Monthly and Quarterly Performance Reports: To substantiate the services being billed.

• Travel Expense Receipts: For reimbursement claims related to travel in accordance with Federal Travel

Regulations (FTR).

Payment Terms

a. Prompt Payment

• Payments will be made in accordance with the Prompt Payment Act (31 U.S.C. Chapter 39), which requires payments to be made within 30 days after receipt of a proper invoice unless otherwise agreed upon in the contract.

Disputed Invoices

• If any discrepancies or issues are found with an invoice, the COR will notify the TPA in writing, and the TPA must correct and resubmit the invoice promptly. Payment for that invoice may be withheld until corrections are made.

Contract Modifications Requests for Modifications The TPA must submit written requests for contract modifications to the CO. The request must include the reason for the modification, the impact on scope, cost, and schedule, and any other relevant information.

Bilateral Modifications Bilateral modifications require the written consent of both the CO and the TPA. These modifications may include changes in contract terms, pricing adjustments, or scope modifications.

Unilateral Modifications The CO may issue unilateral modifications as required, including administrative changes that do not impact the contract's substantive rights (e.g., changes in contact information).

Accountability and Return Property Records

• The TPA must maintain accurate records of all GFP and provide an inventory report upon request.

Return of Property

• GFP must be returned in good working condition at the conclusion of the contract or upon written request by the Government.

Government Review and Authority

• The Contracting Officer (CO) retains the authority to determine whether the malpractice coverage requirements, community standards, and legal obligations have been met by a network provider. The CO also has the authority to evaluate the adequacy of the TPA’s documentation regarding malpractice coverage.

Contract Modifications

• Modifications to the delivery schedule must be documented through a contract modification signed by the Contracting Officer (CO). No extension is considered granted unless confirmed in writing by the CO.

Section H - Special Contract Requirements

H - Special Contract Requirements

Data Access and Processing The Third-Party Administrator (TPA) shall provide a minimum of five (5) additional licenses or authorizations, to be assigned by the Contracting Officer at their discretion. These licenses shall be issued to authorized Government personnel as determined by the Contracting Officer (CO), allowing unlimited off-site electronic access to all data maintained by the TPA pertaining to the ASPE Health Benefits Plan.

Scope of Data Access The licenses shall provide access to the following data, which must be current, accurate, complete, and accessible in real time (defined as data that is refreshed at least once every 24 hours):

• Network(s) Usage: Detailed information on participants' use of in-network providers.

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• Out-of-Network Provider Usage: Data related to participants' use of out-of-network providers, including reasons for usage and associated costs.

• Health Care Authorizations: Records of pre-authorization requests and approvals for specific medical treatments and services.

• Claims Details and Status: Comprehensive claims information, including claims filed, status updates, payment amounts, and denials.

• Satisfaction Information: Participant feedback and satisfaction data regarding the quality of care received, including survey responses and ratings.

Participant Data Access via Web Portal The TPA shall provide read-only access to claims and enrollment data to participants through a secure web portal.