23 - Military OneSource Monthly Status Report.docx

ATTACHMENT 23

MONTHLY STATUS REPORT FOR (INSERT MONTH AND YEAR)

Contractor Name:

Task Order Number:

Report Prepared by:

REQUIRED MILITARY ONESOURCE METRIX:

a. Performance Requirements: This report provides detailed information related to the mandated Performance Metrics in the Military OneSource Contract.

b. Overall Utilization: This report provides details of overall utilization, including call activity, chat activity, and email contacts.

c. Utilization by Service Branch, and Service Branch and Rank: This report provides counts of calls and referrals to programs broken down by pay grade and modality.

d. Call Activity: This report provides details of incoming and outgoing call activity on a day-by-day basis.

e. Chat Activity: This report provides details on chat activity on a day by day as well as monthly and FYTD basis.

f. Online Activity: This report provides details of online activity.

g. Resilience Portal: This report provides details of activity for Resilience Portal options offered on the website.

h. OurRelationship: This report provides details of activity for the OurRelationship program.

i. Counseling: This report provides details of all types of counseling activity.

j. Duty to Warn (DTW): This report provides details of Duty to Warn activity.

k. Contractor Employee Training: This report provides details of training conducted related to the Military OneSource contract.

l. Provider Network Metrics: This report provides details of provider network metrics.

m. Top 5 Listings: This report provides the Top 5 listings for items ordered online, for reasons to go to the Military OneSource site, for reasons to call Military OneSource, branch of service using non-medical counseling services, reasons for non-medical counseling, for financial counseling, for pertaining issues.

n. Educational Materials: This report provides details of Educational Materials activity.

o. Wounded Warrior Activities: This report provides detail of the cases and calls related to Wounded Warrior Resources.

p. Spouse Education and Career Opportunities: This report provides details of the activities related to SECO.

q. Translation Services: This report provides details of document translation services.

r. Translation Services by Branch of Service: This report provides branch and component details of participants requesting translations.

s. Translation Services by Location: This report provides Location details of participants requesting translations.

t. Interpretation Services: This report provides counts of participants requesting interpretation services.

u. Work-Life: This report provides details of the number of services provided within each category and event.

v. Special Needs: This report provides details of Special Needs calls and consultations.

w. Spouse Relocation and Transition Assistance: This report provides details of Spouse Relocation and Transition Assistance calls and cases.

x. Building Healthy Relationships: This report provides details of Building Healthy Relationships calls and cases.

y. New MilParent Program: This report provides details of New MilParent calls and cases.

z. Transitioning Veteran Cases: This report provides details of Transitioning Veteran calls and cases.

aa. Transitioning Veteran Resources: This report provides FYTD distinct (unique) counts of all requests from Transitioning Veterans and their families regardless of case type.

ab. Veteran Outreach: This report provides counts of all Veteran Outreach activity.

ac. Peer Support: This report provides details of Peer Support consultations.

ad. Complaints and Service Recoveries: This report provides details of complaints and service recoveries across different categories for the current and previous months.

ae. Tax Return Services: This report provides details of Tax Return Services rendered.

af. Financial Counseling: This report provides details of all Financial Counseling offered with the goal of assisting eligible participants with Personal Financial Management (PFM).

WORK PLANNED FOR THE MONTH:

[Include the key tasks that will be addressed for the next 30 days]

WORK COMPLETED DURING THE MONTH:

[Highlight key tasks that have been completed over the past 30 days]

WORK NOT COMPLETED DURING THE MONTH

[Highlight key tasks that were anticipated to be completed over the past 30 day, however were not. Provide reason for why the task was not completed]

WORK PLANNED FOR NEXT MONTH:

[Include key tasks that will be addressed over the next 30 to 60 days]

CONTRACT MEETINGS:

[Include the meeting date, meeting subject, persons in attendance, and duration of the meeting.]

DELIVERABLE STATUS:

ISSUES/QUESTIONS/RECOMMENDATIONS:

RISKS:

[Indicate potential risks and their probability, impact, and proposed mitigation strategy.]

FUNDS/HOURS EXPENDED:

[Indicate total hours expended by the contractor during the week and total funds expended by the contractor during the week.]

FINANCIAL STATUS REPORT:

[Indicate the following: communicate the status of Military OneSource funding to all relevant stakeholders; define projects workflow, highlight dependencies, track resources and identify errors; provide stakeholders with relevant information to better manage the project; enable potential problems to be detected and addressed early; show stakeholder progress towards targets throughout the option period, if metrics are falling behind targets, action can be taken to address the issues; highlight costs incurred by the contract line item number (CLIN), Accumulated invoiced amounts for each CLIN up to the previous month; projected amount of each CLIN for the current month]

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