Solicitation_Number_24322618R0013_-_Amendment_Number_A00003--05.07.2018.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE PAGE OF PAGES

1 45

2. AMENDMENT/MODIFICATION NO. 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQ. NO. 5. PROJECT NO. (If applicable)

A00003 May 7, 2018

6. ISSUED BY CODE 243226 7. ADMINISTERED BY (If other than Item 6) CODE

DC CENTRAL OFFICE CONTRACTING

US OFFICE OF PERSONNEL MANAGEMENT

1900 E ST NW

ROOM 1342

WASHINGTON DC 20415-7710

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code) (X) 9A. AMENDMENT OF SOLICITATION

X

24322618R0013

9B. DATED (SEE ITEM 11)

March 21, 2018

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 11)

CODE FACILITY CODE

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of offers X Is extended, Is not extended.

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by:

(1) Acknowledging receipt of this amendment on each copy of your offer submitted.

FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment your desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (IF REQUIRED)

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGEORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER

NO. IN TTEM 10A

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, Appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, X is required to sign this document and return 1 copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

See Page 2.

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print) 16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

15B. CONTRACTOR/OFFEROR 15c. DATE SIGNED 16B. UNITED STATES OF AMERICA 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

NSN 7540-01-152-8070

Previous edition unusable

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

UNITED STATES OFFICE OF PERSONNEL MANAGEMENT

SSOOLLIICCIITTAATTIIOONN NNUUMMBBEERR 2244332222661188RR00001133

AAMMEENNDDMMEENNTT NNUUMMBBEERR AA0000000033

The purpose of Amendment Number A00003 to Solicitation Number 24322618R0013 is as follows: (1) Extend the offer due date/local time; (2) Revise some sections of the solicitation; (3) Delete some Information Technology Clauses; (4) Provide the questions and answers; (5) Provide an amended solicitation; and (6) Provide an updated Attachment 1 – Office of Personnel Management, Office of Small and Disadvantaged Business Utilization, Small Business Subcontracting Plan Outline. The page numbers referenced below are referring to the original solicitation. Accordingly, the original solicitation is amended as follows:

1. Page 1, Block 8, the Offer Due Date/Local Time is revised as posted on the Federal Business

Opportunities (FBO) website on May 2, 2018 as follows:

From: 05/04/2018 1500 ET

To: 05/11/2018 1500 ET

2. Page 65, Section (e)(2)(D)(i)(j) is revised as posted on the Federal Business Opportunities (FBO) website on May 2, 2018 as follows:

From: As specified on the Standard Form 1449, Page 1, Block 8, we must receive all proposals by May 4, 2018, 3:00 P.M. Local Time.

To: As specified on the Standard Form 1449, Page 1, Block 8, we must receive all proposals by May 11, 2018, 3:00 P.M. Local Time.

3. Pages 3-7, Section (b)(1), Tables 1A-1E are revised to separate some Contract Line Item Numbers (CLINs) and reflect the Optional CLINs as follows:

Table 1A

Base Period (Contract Award – September 30, 2018) 19.

CLINs 20.

Schedule of Supplies/Services 21.

Quantity 22.

Unit 23.

Unit Price 24.

Amount 00001 Initial Setup Fee 00002 Data Aggregation 00003 Benchmark Calculation 00004 Statistical Tasks 00005 Subject Matter Experts 00006 Reporting and Deliverables Optional CLINs:

00007 Primary Measure Calculation 00008 Generate Benchmarks

00009 Preparation of Data for Website Display (Including Plan Comparison Tool)

00010 Environment Scanning 00011 Subject Matter Expertise 00012 CAHPS Survey Vendor

00013 Dually-enrolled Medicare and FEHB Customer Feedback

00014 Comprehensive Review

TOTAL

Table 1B

Option Year 1 (October 1, 2018 – September 30, 2019)

CLINs 20.

Schedule of Supplies/Services 21.

Quantity 22.

Unit 23.

Unit Price 24.

Amount 10001 Data Aggregation 10002 Benchmark Calculation 10003 Statistical Tasks 10004 Subject Matter Experts 10005 Reporting and Deliverables Optional CLINs:

10006 Preparation of Data for Website

10007 Primary Measure Calculation 10008 Generate Benchmarks 10009 Environment Scanning 10010 Subject Matter Expertise 10011 CAHPS Survey Vendor

10012 Dually-enrolled Medicare and FEHB Customer Feedback

10013 Comprehensive Review

Table 1C

Option Year 2 (October 1, 2019 – September 30, 2020)

CLINs 20.

Schedule of Supplies/Services 21.

Quantity 22.

Unit 23.

Unit Price 24.

Amount 20001 Data Aggregation 20002 Benchmark Calculation 20003 Statistical Tasks 20004 Subject Matter Experts 20005 Reporting and Deliverables Optional CLINs:

20006 Preparation of Data for Website

20007 Primary Measure Calculation 20008 Generate Benchmarks 20009 Environment Scanning 20010 Subject Matter Expertise 20011 CAHPS Survey Vendor

20012 Dually-enrolled Medicare and FEHB Customer Feedback

20013 Comprehensive Review

Table 1D

Option Year 3 (October 1, 2020 – September 30, 2021)

CLINs 20.

Schedule of Supplies/Services 21.

Quantity 22.

Unit 23.

Unit Price 24.

Amount 30001 Data Aggregation 30002 Benchmark Calculation 30003 Statistical Tasks 30004 Subject Matter Experts 30005 Reporting and Deliverables Optional CLINs:

30006 Preparation of Data for Website

30007 Primary Measure Calculation 30008 Generate Benchmarks 30009 Environment Scanning 30010 Subject Matter Expertise 30011 CAHPS Survey Vendor

30012 Dually-enrolled Medicare and FEHB Customer Feedback

30013 Comprehensive Review

Table 1E

Option Year 4 (October 1, 2021 – September 30, 2022)

CLINs 20.

Schedule of Supplies/Services 21.

Quantity 22.

Unit 23.

Unit Price 24.

Amount 40001 Data Aggregation 40002 Benchmark Calculation 40003 Statistical Tasks 40004 Subject Matter Experts 40005 Reporting and Deliverables Optional CLINs:

40006 Preparation of Data for Website

40007 Primary Measure Calculation 40008 Generate Benchmarks 40009 Environment Scanning 40010 Subject Matter Expertise 40011 CAHPS Survey Vendor

40012 Dually-enrolled Medicare and FEHB Customer Feedback

40013 Comprehensive Review

4. Page 10, Section (c)(2)(b), Federal Acquisition Regulation (FAR) Clause 52.219-9 Small Business Subcontracting Plan (Jan 2017) is checked.

5. Pages 38-39, Section (c)(5), Information Technology Clauses, Number 11, 1752.239-72

Access to OPM Information Technology (IT) Systems (Dec 2015) is deleted.

6. Pages 40-41, Section (c)(5) Information Technology Clauses, Number 13, 1752.239-75 Information System Security Requirements (Dec 2015) is deleted.

7. Pages 41-43, Section (c)(5) Information Technology Clauses, Number 14, 1752.239-76 Security Assessment and Authorization (SA&A) (Dec 2015) is deleted.

8. Pages 43-44, Section (c)(5) Information Technology Clauses, Number 16, 1752.239-78 Cloud Computing (Dec 2015) is deleted.

9. Page 51, Section (d)(1), Background, 3rd Paragraph, 1st Line is revised as follows:

From: Scoring measures against national benchmarks helps OPM recognize top plans in the program, inform enrollee choice, and link objective performance to profit factors.

To: Scoring measures against national benchmarks helps OPM recognize top plans in the FEHB Program, inform enrollee choice, and link objective performance to profit factors.

10. Page 51, Section (d)(1), Purpose, 1st Paragraph, 1st Sentence is revised as follows:

From: OPM seeks technical expertise and data systems capabilities to collect, calculate, aggregate, and report measurement data related to the FEHB Program Plan Performance Assessment.

To: OPM seeks technical expertise to aggregate, calculate, and report measurement data related to the FEHB Program Plan Performance Assessment.

11. Pages 51 and 52, Section (d)(1), Purpose, 1st Paragraph, 2nd Sentence is revised as follows:

From: The additional services provided under this contract will streamline data reporting and analyses, expand the capacity of OPM to utilize a broader range of relevant measures along with appropriate benchmarks or reference ranges, and strengthen the integrity of the performance calculation process.

To: The Optional Services provided under this contract will streamline data, reports, and analyses; expand the capacity of OPM to utilize a broader range of relevant measures along with appropriate benchmarks or reference ranges; and strengthen the integrity of the performance calculation process.

12. Page 52, Section (d)(1), Purpose, 1st Paragraph, 3rd Sentence is revised as follows:

From: The required expertise to perform these specific services includes healthcare analytical system proficiencies as well as subject matter expertise in healthcare measure development, evaluation, and reporting.

To: The required expertise to perform these specific services includes healthcare analytical proficiencies as well as subject matter expertise in healthcare measure development, evaluation, and reporting.

13. Page 52, Section (d)(1), Purpose, 1st Paragraph, 5th Sentence is revised as follows:

From: Due to the technical nature of this project, extensive experience in the details of measure auditing and reporting is required, including but not limited to the NCQA HEDIS Audit and the CAHPS Survey.

To: Due to the technical nature of this project, extensive experience in the details of measure auditing and reporting is required, including but not limited to a detailed understanding of the NCQA HEDIS Audit and the CAHPS Survey.

14. Page 53, Section (d)(1), Scope of Work, 2nd Paragraph, Last Sentence, which reads as follows: “Due to the nature of health plan data, OPM emphasizes Federal Acquisition Regulation Clause 52.239-1, Privacy or Security Safeguards.” is moved to the new paragraph stated in Number 15 below.

15. Page 53, Section (d)(1), Scope of Work, a new paragraph is added as follows:

OPM developed and owns the FEHB Program Plan Performance Assessment methodology.

OPM will provide this methodology to the successful offeror. OPM will retain the ownership of any additions or revisions to this methodology performed under the resulting contract.

OPM will own all data, reports, files, analyses, and documentation delivered under the resulting contract. Due to the nature of health plan data, OPM emphasizes Federal Acquisition Regulation Clause 52.239-1 Privacy or Security Safeguards.

16. Page 53, Section (d)(1), Scope of Work, 3rd paragraph, 1st Sentence is revised as follows:

From: The Offeror selected will complete the following tasks.

To: The successful offeror will complete the following tasks:

17. Pages 53-54, Section (d)(1), Scope of Work, 3rd paragraph, Data Aggregation Bullet, 1st Bullet is revised as follows:

From: Receive measure files from carriers, auditors, OPM, and other entities as applicable, and confirm data accuracy. Files may be in different formats and contain data at different reporting levels (for one example, see Carrier Letter 2016-14, which can be found at https://www.opm.gov/healthcare-insurance/healthcare/carriers/#url=2016).

To: Receive health plan-level measure files from carriers, auditors, OPM, and other entities as applicable, and confirm data accuracy. Files may be in different formats and contain data at different reporting levels, such as plan option or geographic area (for one example, see Carrier Letter 2017-12, which can be found at https://www.opm.gov/healthcare-insurance/healthcare/carriers/#url=2017).

18. Page 54, Section (d)(1), Scope of Work, 3rd paragraph, Benchmark Calculation Bullet is revised as follows:

From: Access data and/or benchmarks from other sources, including measure stewards not listed in OPM guidance published to date, as new measures utilizing these data or benchmarks are introduced into the QCR set.

To: Access health plan-level data and/or benchmarks from other sources, including measure stewards not listed in OPM guidance published to date, as new measures utilizing these data or benchmarks are introduced into the QCR set.

19. Page 55, Section (d)(1), Scope of Work, Additional Services Bullet is revised as follows:

From: Additional Services

To: Optional Services

20. Page 55, Section (d)(1), Scope of Work, Additional Services Bullet is revised as follows:

From: As referenced above, the Government may require the below services during the period of performance under the contract. The Government may decide to purchase the below services. The offeror must propose prices for all of the below services.

To: As referenced above, the Government may require the below Optional Services under the contract. The offeror must propose prices in Section (b)(1) Tables 1A-1E for all of the below Optional Services. The Government may exercise the option for the Optional Services in accordance with FAR 52.217-9 Option to Extend the Term of the Contract (Mar 2000) in Section (c)(4).

21. Page 55, Section (d)(1), Scope of Work, Primary Measure Calculation Bullet, 1st Sentence is

From: Calculate measures through the use of raw data files supplied by FEHB carriers and utilizing measure specifications provided by OPM or other designated measure steward.

To: Calculate measures through the use of health plan-level data files supplied by FEHB carriers and utilizing measure specifications provided by OPM or other designated measure steward.

22. Page 55, Section (d)(1), Scope of Work, Web Displays Bullet is revised as follows:

From: Web Displays

To: Preparation of Data for Website Display (Including Plan Comparison Tool)

23. Page 56, Section (d)(1), Scope of Work, CAHPS Survey Vendor Bullet, Dually-enrolled Medicare and FEHB Customer Feedback Bullet, and Comprehensive Review Bullet are revised to correct the bullets and indents and reflect that these services are Optional Services as follows:

From:

CAHPS Survey Vendor

If needed, contract with a licensed CAHPS survey vendor to handle OPM CAHPS processing requirements (see Carrier Letter 2016-14 guidance for current requirements).

Dually-enrolled Medicare and FEHB Customer Feedback

Coordinate patient experience of care/customer satisfaction survey results and data analysis for FEHB customers also enrolled in Medicare for specified FEHB Plans according to OPM guidance.

Comprehensive Review

Conduct comprehensive review of all processes to determine if additional reporting, quality assurance, testing, or other requirements are needed for optimal functioning of FEHB Program Plan Performance Assessment. Verify results according to audit principles, and provide specific recommendations and technical assistance in implementation of changes.

To:

o CAHPS Survey Vendor

If needed, contract with a licensed CAHPS survey vendor to handle OPM CAHPS processing requirements (see Carrier Letter 2016-14 guidance for current requirements).

o Dually-enrolled Medicare and FEHB Customer Feedback

Coordinate patient experience of care/customer satisfaction survey results and data analysis for FEHB customers also enrolled in Medicare for specified FEHB Plans according to OPM guidance.

o Comprehensive Review

Conduct comprehensive review of all processes to determine if additional reporting, quality assurance, testing, or other requirements are needed for optimal functioning of FEHB Program Plan Performance Assessment.

Verify results according to audit principles, and provide specific recommendations and technical assistance in implementation of changes.

24. Page 56, Section (d)(1), Scope of Work, Comprehensive Review Bullet, 2nd Sentence is

From: Verify results according to audit principles, and provide specific recommendations and technical assistance in implementation of changes.

To: Verify results according to audit principles (e.g., Government Auditing Standards), and provide specific recommendations and technical assistance in implementation of changes.

25. Pages 57, Section (d)(1), Scope of Work, Conflicts of Interest, 1st Sentence is revised as follows:

From: The offeror (and all subcontractors or business partners) must disclose all relevant information regarding facts or circumstances which could create an organizational conflict of interest for the offeror, and be prepared to provide a mitigation plan if requested by

OPM.

To: The offeror (and all subcontractors or business partners) must disclose all relevant information regarding facts or circumstances which could create an organizational conflict of interest for the offeror, and must provide a mitigation plan in their proposals.

26. Pages 57-58, Section (d)(1), Scope of Work, Deliverables is replaced in its entirety to revise some of the language in the following bullets: 1st Sentence of the 1st bullet, 2nd Bullet, 3rd Bullet, and 9th Bullet, add the Deliverables Due Dates, and add the Deliverables and Deliverables Due Dates associated with the Information Technology Clauses as follows:

From:

Deliverables

The deliverables that the Contractor will provide under the contract include, but are not limited to, the following:

Generate standard and ad hoc reports to inform measure selection and program analysis. Requirements include descriptive, statistical, and longitudinal analyses by measure, performance area, Carrier, plan type, and other parameters determined by OPM, including post-scoring analyses. This includes both measures in the QCR and measures collected for future consideration (see Carrier Letter 2016-14 guidance, “farm team”).

Tailor standard reporting system to meet OPM needs.

Provide access to data/reporting system in order to preview QCR scores for specified users, as described in Section 2 Subsection D of the 2018 Plan Performance Assessment Carrier Manual.

Provide data to OPM to audit and verify results, in format specified by OPM.

Identify and reconcile discrepancies in data with external users, including carriers, auditors, and other entity representatives.

Provide report-level scores to OPM for quality improvement purposes in a format specified by OPM.

Provide final QCR scores to OPM, in a format specified by OPM.

Monitor measure steward/endorser public comments, meeting minutes, and other relevant documents for information pertinent to FEHB Program Plan Performance Assessment. Provide regular reporting to OPM, in a format specified by OPM.

Document processes and provide up-to-date information upon request by OPM.

Recommend process and guidance updates to facilitate optimal functioning of

Plan Performance Assessment at least annually at dates to be specified by OPM.

To:

Deliverables

The deliverables that the Contractor will provide under the contract include, but are not limited to, the following:

Deliverable Due Date(s) Generate standard and ad hoc reports to inform measure selection and FEHB Program analysis. Requirements include descriptive, statistical, and longitudinal analyses by measure, performance area, Carrier, plan type, and other parameters determined by OPM, including post-scoring analyses. This includes both measures in the QCR and measures collected for future consideration (see Carrier Letter 2016-14 guidance, “farm team”).

Begins with annual receipt of data in August and ongoing

Tailor standard reporting processes to meet OPM needs.

Begins at contract award and ongoing

Provide access to data/reports in order to preview QCR scores for specified users, as described in Section 2 Subsection D of the 2017 Plan Performance Assessment Carrier Manual.

September 1 and any additional reporting intervals

Provide data to OPM to audit and verify results, in format specified by OPM.

September 1 and any additional reporting intervals

Identify and reconcile discrepancies in data with external users, including carriers, auditors, and other entity representatives.

Begins with annual receipt of data in August and continues through completion of reporting/calculation cycle

Provide report-level scores to OPM for quality improvement purposes in a format specified by

OPM.

November 1

Deliverable Due Date(s) Provide final QCR scores to OPM, in a format specified by OPM.

September 22

Monitor measure steward/endorser public comments, meeting minutes, and other relevant documents for information pertinent to FEHB Plan Performance Assessment. Provide regular reporting to OPM, in a format specified by OPM.

Begins at contract award and ongoing

Document processes, including discrete methodologic steps, and provide up-to-date information upon request by OPM.

Begins at contract award and ongoing

Recommend process and guidance updates to facilitate optimal functioning of Plan Performance Assessment at least annually at dates to be specified by OPM.

Annually following completion of reporting/calculation cycle and no later than November 15

Deliverables Associated With The Information Technology Clauses Clause Clause Title Deliverable(s) and Due Date(s)

1752.224-77 Information Security Incidents (ISI) (Dec 2015)

The Contractor must report all security incidents to the SMC immediately upon becoming aware of the ISI but no later than thirty (30) minutes after becoming aware of the ISI.

1752.224-78 Information Security Inspections (Dec 2015)

The Contractor must provide a formal response to the OPM Post-Inspection Report within fifteen (15) days of receipt of the report for critical/high risk findings and within thirty (30) days for all other findings.

1752.239-70 Internet Protocol Version 6 (IPV6) Compliance (Dec 2015)

The Contractor must certify that its products have been tested to meet the requirements for both a dual-stack IPV4/IPV6 and IPV6 only environment.

1752.239-73 Section 508 Standards (Dec 2015) The Contractor must document that the deliverable conforms to the Section 508 Standards.

1752.239-77 Federal Reporting Requirements (September 2014)

The Contractor must provide OPM with FISMA and OPM continuous monitoring information.

1752.239-81 Specialized IT Security Awareness The Contractor must certify that IT security

Training (Dec 2015) personnel have completed the requisite training.

The Contractor must provide proof of a CISSP for the ISSO and Information Security Specialists within six (6) months of contract award.

1752.239-82 HSPD-12 Compliance (Dec 2015) All Contractor employees must sign an access agreement.

1752.239-83 Secure Technical Implementation (Dec 2015)

The Contractor must certify applications are fully functional and operate as intended on systems using the Federal Desktop Core Configuration (FDCC) / US Government Configuration Baseline (USGCB).

1752.239-84 Data Protection Requirements (Dec 2015)

The Contractor must provide the validation certificate number for FIPS 140 as validated by the Cryptographic Module Validation Program (CMVP).

1752.239-86 Contractor Information Technology (IT) System Oversight / Compliance (Dec 2015)

All Contractor systems must perform vulnerability scanning as defined by OPM IT Security Policy and provide scanning reports to the OPM CIO (or designate).

All Contractor systems must participate in the implementation of automated security controls testing mechanisms and provide automated test results in Security Compliant Automation Protocol (SCAP) compliant data to the OPM CIO (or designate).

1752.242-71 Return of OPM and OPM-Activity- Related Information (Dec 2015)

Within forty-five (45) days after the end of the contract performance period of after the contract is terminated, the Contractor must provide OPM with an associated Certification of Verified Return of all original (and at least one duplicate copy of those information types specified by OPM) OPM and OPM-Activity-Related Information.

1752.242-72 Secure Destruction of All OPM and OPM-Activity-Related Information (Dec 2015)

Within seventy-five (75) days after the end of the contract performance period or after the contract is terminated, the Contractor must provide OPM with Certification of Secure Destruction of all existing active and archived originals and/or copies of all OPM and OPM-activity-related files and information.

1752.242-73 Mandatory Requirement for Contractor Return of all OPM- Owned and Leased Computing and Information Storage Equipment (Dec 2015)

Within seventy-five (75) days after the end of the contract performance period or after the contract is terminated, the Contractor must provide OPM with Certification of Verified Return of all OPM-Owned and Leased Computing and Information Storage Equipment.

27. Page 60, Section (d)(1), Scope of Work, Table 2: Quality Assurance Surveillance Plan, Deliverable, 2nd Bullet is revised as follows:

From: Tailored reporting system access

To: Tailored reporting processes

28. Page 60, , Section (d)(1), Scope of Work, Table 2: Quality Assurance Surveillance Plan, Incentive/Price Reduction, 1st Paragraph is revised as follows:

From: Incentive 1: If Contractor performs in accordance with performance standard/AQL, then favorable comments will be documented on Contractor's Past performance.

To: Incentive: If Contractor performs in accordance with performance standard/AQL, then favorable comments will be documented on Contractor's Past performance.

29. Page 60, Section (d)(1), Scope of Work, Table 2: Quality Assurance Surveillance Plan, Incentive/Price Reduction, 3rd Paragraph is revised as follows:

From: A reduction of 1% of the progress payment will be accessed each day outside of the variance due date.

To: A reduction of 1% of the progress payment will be assessed each day outside of the variance due date.

30. Page 62, Section (d)(2), Attachments is revised as follows:

From:

Attachment Number Attachment Title Attachment 1 U.S. Office of Personnel Management

Small Business Subcontracting Plan Outline

To:

Attachment Number Attachment Title Attachment 1 U.S. Office of Personnel Management

Office of Small and Disadvantaged Business Utilization Small Business Subcontracting Plan Outline

We posted an updated Attachment 1 – U.S. Office of Personnel Management, Office of Small and Disadvantaged Business Utilization, Small Business Subcontracting Plan Outline on the FBO website.

31. Page 65, Section (e)(2)(D)(i)(g), 3rd Sentence is revised as follows:

From: We will not consider such material in evaluating responses to this RFP.

To: We will not consider such material in evaluating proposals in response to this RFP.

32. Page 66, Section (e)(2)(D)(ii)(b)(2) Staff Experience and Management Approach, 1st

Paragraph is revised as follows:

From: This section of your technical proposal counts toward the 85-page limit, excluding item b below.

To: This section of your technical proposal counts toward the 85-page limit, excluding items b and c below.

33. Page 66, Section (e)(2)(D)(ii)(b)(2) Staff Experience and Management Approach, 1st

Paragraph, Bullet b is revised as follows:

From: You must submit a Project Plan, including a Work Breakdown Structure (WBS) that allows us to clearly identify and understand the proposed approach, tasks, and timeframes.

To: You must submit a Project Plan, including a Work Breakdown Structure (WBS) that allows us to clearly identify and understand the proposed approach, tasks, and timeframes.

This section of your technical proposal does not count toward the 85-page limit.

34. Pages 69-70, Section (e)(2)(D)(iii)(a) add Bullet (4) is revised as follows:

From: Signed acknowledgement copies of RFP amendments (if any)

To: Signed acknowledgement copies of RFP amendments

35. Page 70, Section (e)(2)(D)(iii)(a) add Bullet (6) as follows:

(6) Offeror Representations and Certifications (As Applicable)

36. Page 71, Section (e)(3) Technical Factor 1: Technical Approach, 1st Paragraph, 1st Sentence is revised as follows:

From: We will evaluate the degree to which the offeror’s technical approach reflects a thorough understanding of all aspects of OPM’s FEHB Program Plan Performance Assessment guidance and methodology, as well as the detailed operations of similar systems.

To: We will evaluate the degree to which the offeror’s technical approach reflects a thorough understanding of all aspects of OPM’s FEHB Program Plan Performance Assessment guidance and methodology, as well as the detailed operations of similar methodologies.

37. Page 72, Section (e)(3) Technical Factor 1: Technical Approach, Number 8 is revised as

From: Ability to detail a solid program management plan to address: (1) the prime and team members’ roles and functions within the team and how the efforts are allocated and multiple tasks are managed simultaneously to satisfy the full range of effort contained in the SOO; (2) proposed quality assurance procedures; (3) proposed staffing plan and ability to effectively assign and maintain necessary personnel to meet objectives and contract requirements; and (4) the administrative approach to meet requirements in the SOO and relevant carrier letters.

To: Ability to detail a solid management plan to address: (1) the prime and team members’ roles and functions within the team and how the efforts are allocated and multiple tasks are managed simultaneously to satisfy the full range of effort contained in the SOO; (2) proposed quality assurance procedures; (3) proposed staffing plan and ability to effectively assign and maintain necessary personnel to meet objectives and contract requirements;

and (4) the administrative approach to meet requirements in the SOO and relevant carrier letters.

38. Page 72, Section (e)(3) Technical Factor 2: Staff Experience and Management Approach, 1st Paragraph, 1st sentence is revised as follows:

From: We will evaluate each offeror’s staff experience and management approach, and that of relevant subcontractors, in providing health quality data services similar in size and scope to the FEHB Plan Program Performance Assessment system.

To: We will evaluate each offeror’s staff experience and management approach, and that of relevant subcontractors, in providing health quality data services similar in size and scope to the FEHB Program Plan Performance Assessment.

39. Page 74, Section (e)(3) Technical Factor 3: Corporate Capabilities, Number 4 is revised as

From: Ability to integrate technology platform into operation of the FEHB Program Plan Performance Assessment as described in the SOO and relevant carrier letters. Clear description of terms and conditions associated with any proposed technology included in the offeror’s response.

To: Ability to integrate analytical and reporting processes into the operation of the FEHB Program Plan Performance Assessment as described in the SOO and relevant carrier letters.

Clear description of terms and conditions associated with any proposed solution included in the offeror’s proposal.

40. Page 74, Section (e)(3) Technical Factor 3: Corporate Capabilities, Number 5 is revised as

From: Ability to customize access to data set(s) for OPM staff and FEHB Carriers to access different levels of analyses, reports, and raw data, as evidenced by a description of the possible levels of permission and any limitation on the number of users. Ability to integrate the preview period described in Section 2 Subsection D of the 2018 Plan Performance Assessment Carrier Manual (https://www.opm.gov/healthcare-insurance/healthcare/carriers/2017/2017-12a1.pdf).

To: Ability to customize access to data set(s) for OPM staff and FEHB Carriers to review different levels of analyses, reports, and health plan-reported data. Ability to integrate the preview period described in Section 2 Subsection D of the 2018 Plan Performance Assessment Carrier Manual (https://www.opm.gov/healthcare-insurance/healthcare/carriers/2017/2017-12a1.pdf).

41. Page 76, Section (e)(f) Small Business Subcontracting Plan is added as follows:

(f) Small Business Subcontracting Plan

We will evaluate proposals on the prime contractors’ ability to perform the major portions of the contract and aggressively pursue a responsible small business subcontracting plan to provide the maximum practical opportunities for small and small disadvantaged business concerns. Prime contractors will also have strong prior corporate support for small and/or small disadvantaged businesses in a subcontracting role.

42. Page 76, Section (e)(f) Determination of the Competitive Range is renumbered to read

Section (e)(g) Determination of the Competitive Range.

43. Page 76, Section (e)(g) Award is renumbered to read Section (e)(h) Award.

44. Page 76, Section (e)(h) Responsibility is renumbered to read Section (e)(i) Responsibility.

45. The questions we received by the March 30, 2018 due date and the associated answers are on Pages 22-45.

46. We posted an amended solicitation, which replaces the original solicitation, on the FBO website.

Except as provided herein, all terms and conditions of Solicitation Number 24322618R0013, as heretofore changed, remain unchanged and in full force and effect.

Questions and Answers

The page numbers referenced below are referring to the original solicitation.

1. Question: Will OPM provide access to the OIG claims database or to other sources of data, to include other claims data, Carrier level and/or healthcare provider data, and OPM fraud/waste/and abuse data?

Answer: OPM will not provide access to Government equipment or systems, including OIG and fraud/waste/and abuse data. We amended the solicitation and reflected that the Additional Services are Optional Contract Line Item Numbers (CLINs)/Services that OPM may exercise. See Amendment Number A00003, Numbers 3 and 19-24. If the Government exercises the option for Primary Measure Calculation, we may utilize additional data sources.

2. Question: Will Contractor receive data that may be useful in confirming the accuracy of data in the reported measure file?

Answer: OPM is interested in evaluating offeror’s proposals in this area. OPM is interested in the offeror’s experience with and recommendations for testing in similar data sets. Upon contract award, OPM will provide historical documentation to the successful offeror, including Plan Performance Assessment data for two years.

3. Question: What is the specific OPM entity or entities that will receive Contractor produced reports?

Answer: As listed on Page 57 of the solicitation, OPM (Healthcare and Insurance) will receive reports. Reference Section 2 Subsection D of Carrier Letter 2017-12 for information about reporting needs for other stakeholders.

4. Question: What auditors are referenced under the data aggregation section on page 53?

Answer: OPM is interested in offeror’s capabilities in this area. An example of an auditor can be found in Carrier Letter 2017-12.

5. Question: What is has OPM budgeted for this project and has that amount been funded under current appropriations, to include the potential additional services listed on pages 55-56?

Answer: OPM will not provide budget or funding information.

6. Question: Will the Carriers still be required to submit HEDIS and CAHPS data to NCQA during this contract period? If so, will NCQA provide carrier level data to the award winner?

If so, at what cost?

Answer: OPM's current contract with National Committee for Quality Assurance (NCQA) expires on September 30, 2018 and contains three option years. OPM's current contract with Office Remedies, Inc. (ORI) expires on September 30, 2018 and contains two option years. OPM intends to continue receiving carrier level HEDIS data from NCQA. We amended the solicitation and reflected that the Additional Services are Optional CLINs/Services that the Government may exercise. See Amendment Number A00003, Numbers 3 and 19-24. If the Government exercises the option for CAHPS Survey Vendor, the CAHPS data will be reported through NCQA consistent with the guidance on HEDIS and CAHPS Measures Data Reporting in Carrier Letter 2017-12.

7. Question: What are the requirements for data management, security, and platforms? Will

Contractor be required to use only government provided equipment or work exclusively in government owned facilities?

Answer: OPM will not provide government equipment to the successful offeror. The contractor will not perform the work onsite at OPM facilities. See the Information Technology Clauses that are stated in the solicitation for the requirements for data management, security, and platforms.

8. Question: Under the category of Additional Services, specifically for SMEs access, please specify either labor categories and/or types plus hours anticipated or rate card.

Answer: OPM is interested in evaluating offeror’s proposed labor categories and prices.

9. Question: What auditors are referenced under data aggregation section on page 53?

Answer: OPM is interested in evaluating offeror’s capabilities in this area. An example of an auditor can be found in Carrier Letter 2017-12.

10. Question: Will Contractor receive any data in addition to measure files? For example, data that may be useful in confirming the accuracy of data in the reported measure files.

Answer: OPM is interested in evaluating offeror’s proposals in this area. OPM is interested in the offeror’s experience with and recommendations for testing in similar data sets. Upon contract award, OPM will provide historical documentation to the successful offeror, including Plan Performance Assessment data for two years.

11. Question: Is there an anticipated level of effort or funding amount for this RFP?

Answer: Offerors must propose firm-fixed prices for all CLINs specified in the solicitation.

OPM will not provide funding information.

12. Question: Please provide the maximum budget for this project.

Answer: OPM will not provide budget information.

13. Question: Table 1A, Page 3 – To assist offerors in the development of budgets and work plans for the base contract year through 9/30/18, is there an anticipated contract start date?

Answer: As we stated on the Federal Business Opportunities website on March 5, 2018, “We anticipate awarding the proposed contract by July 31, 2018.” Therefore, the anticipated contract start date is July 31, 2018.

14. Question: Scope of Work, Data Aggregation, Page 53 – Will OPM assign contract oversight scores (as discussed in carrier letter 2015-10)? What is the format for the scores and how will they be conveyed to the contractor?

Answer: The Scope of Work references the calculations to be performed by the offeror (QCR Score), with additional details referenced in Carrier Letter 2017-15. OPM will provide Contract Oversight.

15. Question: Scope of Work, Data Aggregation, Page 53 – Will the contractor calculate the adjustment calculations and/or perform the service charge calculations (carrier letter 2015- 10, p. 13-14)?

Answer: The Scope of Work references the calculations to be performed by the offeror (QCR Score), with additional details referenced in Carrier Letter 2017-15. OPM will perform Service Charge and Performance Adjustment calculations.

16. Question: Scope of Work, Additional Services, Page 55 – Will OPM require the calculation of hybrid measures or administrative-only measures?

Answer: As documented in Carrier Letter 2015-19, OPM encourages carriers to utilize hybrid collection where NCQA provides this reporting option. However, OPM permits either hybrid or administrative data collection for those measures that can be reported to NCQA using either method. We amended the solicitation and reflected that the Additional Services are Optional CLINs/Services that the Government may exercise. See Amendment Number A00003, Number 3 and 19-24.

17. Question: Scope of Work, Additional Services, Page 55 – Is there a central data warehouse with claim/encounter data for all carriers, or will data be collected from each individual carrier for performance measure calculations?

Answer: OPM will not provide access to Government equipment or systems. We amended the solicitation and reflected that the Additional Services are Optional CLINs/Services that the Government may exercise. See Amendment Number A00003, Numbers 3 and 19-24. If the Government exercises the option for Primary Measure Calculation, the data will be collected from FEHB carriers and the successful offeror will obtain and/or calculate the associated national benchmarks using multiple sources of data as noted on Page 55.

18. Question: Scope of Work, Additional Services – Generate Benchmarks, Page 55 – If benchmarks are to be generated for new measures in QCR, does OPM have a preferred methodology?

Answer: OPM is interested in evaluating offeror’s proposals for benchmark development.

We amended the solicitation and reflected that the Additional Services are Optional CLINs/Services that the Government may exercise. See Amendment Number A00003, Numbers 3 and 19-24.

19. Question: Scope of Work, Additional Services – Generate Benchmarks, Page 55 – Will OPM assist the contractor in obtaining data required for the calculation of new benchmarks?

Answer: OPM is interested in evaluating offeror’s proposals for obtaining data required for benchmark calculation. We amended the solicitation and reflected that the Additional Services are Optional CLINs/Services that the Government may exercise. See Amendment Number A00003, Numbers 3 and 19-24.

20. Question: Scope of Work, Additional Services – Generate Benchmarks, Page 55 – How many new measures does OPM anticipate adding per year that will require generating new benchmarks? How many measures has OPM introduced annually in the past that require generating benchmarks?

Answer: To date, OPM has not added measures that would require the generation of benchmarks. We amended the solicitation and reflected that the Additional Services are Optional CLINs/Services that the Government may exercise. See Amendment Number A00003, Numbers 3 and 19-24.

21. Question: Scope of Work, Additional Services – Web Displays, Page 55 – Does OPM anticipate making major changes or improvements to the existing website? If so, what is the level of effort or funding allocated to that project?

Answer: We amended the solicitation and stated that the Additional Services are Optional

Numbers 3 and 19-24. If the Government exercises the option for Web Displays, the scope of the task is to provide the data for the website in an appropriate format.

22. Question: Scope of Work, Additional Services – Subject Matter Experts, Page 55 – Please provide additional information regarding the types of data modeling desired.

Answer: OPM is interested in evaluating offeror’s proposals for data modeling. OPM is interested in the offeror’s experience with and recommendations for designing models and interpreting results for similar data sets. We amended the solicitation and reflected that the Additional Services are Optional CLINs/Services that the Government may exercise. See Amendment Number A00003, Numbers 3 and 19-24.

23. Question: Scope of Work, Additional Services – CAHPS Survey Vendor, Page 56 – Will the

FEHB plans administer the CAHPS 5.0H Adult Commercial Survey and the contractor will only be required to conduct data analysis and reporting using these data, or will the contractor be required to administer the CAHPS Survey for all FEHB plans?

Answer: We amended the solicitation and reflected that the Additional Services are

A00003, Numbers 3 and 19-24. The Government may exercise the option for CAHPS Survey Vendor, which describes contracting with a licensed CAHPS survey vendor to handle OPM CAHPS processing requirements (see Carrier Letter 2017-12 guidance for current requirements). If the Government exercises the option for this Additional Service, OPM does not intend to require a specific CAHPS vendor.

24. Question: Scope of Work, Additional Services – CAHPS Survey Vendor, Page 56 – Please confirm the number of reporting units for the CAHPS survey.

A00003, Numbers 3 and 19-24. If the Government exercises the option for CAHPS Survey Vendor, OPM will provide additional information at that time of option exercise.

25. Question: Scope of Work, Additional Services – CAHPS Survey Vendor, Page 56 – If the contractor is required to administer the CAHPS Surveys, please confirm whether the contractor will be required to submit data to NCQA.

A00003, Numbers 3 and 19-24. If the Government exercises the option for CAHPS Survey Vendor, which describes contracting with a licensed CAHPS survey vendor to handle OPM

CAHPS processing requirements. Reference Section 1 Subsection C of Carrier Letter 2017-12 for NCQA reporting requirements and additional information.

26. Question: Scope of Work, Dually-enrolled Medicare and FEHB Customer Feedback, Page 56

– Please confirm the number of reporting units for dually-enrolled Medicare and FEHB survey.

A00003, Numbers 3 and 19-24. If the Government exercises the option for Dually-enrolled Medicare and FEHB Customer Feedback, OPM will provide additional information at that time of option exercise.

27. Question: Scope of Work, Dually-enrolled Medicare and FEHB Customer Feedback, Page 56

– If the contractor is required to administer a survey, please clarify what survey instrument the contractor should use for the dually-enrolled Medicare and FEHB survey. Does OPM intend to include any supplemental items in the survey? If so, how many? Does OPM wish to administer the dually-enrolled Medicare and FEHB survey in languages other than English? Please provide the anticipated sample sizes for each reporting unit for the dually-enrolled Medicare and FEHB survey. Please clarify the data collection protocol OPM desires the contractor to implement (e.g., mail only, mixed-mode methodology). Please confirm whether the contractor will be required to submit data to NCQA.

A00003, Numbers 3 and 19-24. If the Government exercises the option for Dually-enrolled Medicare and FEHB Customer Feedback, OPM will provide additional information at that time of option exercise.

28. Question: Scope of Work, Dually-enrolled Medicare and FEHB Customer Feedback, Page 56

– What deliverables will be required of the dually-enrolled Medicare and FEHB survey activity?

Answer: OPM is interested in offeror’s proposals consistent with the Plan Performance Assessment methodology described in Carrier Letter 2017-15. We amended the solicitation and reflected that the Additional Services are Optional CLINs/Services that the Government may exercise. See Amendment Number A00003, Numbers 3 and 19-24.

29. Question: Scope of Work, Comprehensive Review, Page 56 – Is the comprehensive review requested limited to the components of the FEHB program plan performance assessment covered in the RFP? If it includes additional aspects of the program, what will be the source of information? Will the contractor have access to historic documentation, such as qua

A00003, Numbers 3 and 19-24. If the Government exercises the option for Comprehensive Review, OPM will provide additional information at that time of option exercise.

30. Question: Scope of Work, Deliverables, Page 57 – What are the expected deliverables during the base year ending 9/30/18?

Answer: We amended the solicitation and added the due dates for the deliverables. See Amendment Number A00003, Number 26. OPM acknowledges the timing of contract award may impact the deliverables for the base period, including the timeframe for the successful offeror to perform the data aggregation tasks. OPM and the successful offeror will reach an agreement on the deliverables schedule prior to contract award. This deliverables schedule will be included in the resulting contract.

31. Question: Instructions for Submission of Written Proposals, (2) Staff Experience and

Management Approach, Page 66 – The first sentence states, “This section of your technical proposal counts toward the 85-page limit, excluding item b below.” The last sentence of Item c also states this section does not count toward the 85-page limit. Please clarify which item (b or c, or both) does not count toward the 85-page limit?

Answer: Items b and c do not count toward the 85-page limit. We amended the solicitation and made this correction. See Amendment Number A00003, Numbers 32 and 33.

32. Question: Price Proposal Volume, (a)(3), Page 70 – Can OPM please provide Tables 1A-1E as an Excel file?

Answer: OPM will not provide Tables 1A-1E in an Excel file. Offerors must include Tables 1A- 1E in their price proposal volume in the same format as the tables appear in the solicitation.

33. Question: Price Proposal Volume, (a)(3), Page 70 – Please provide examples of the information that should be entered in the Block “22. Unit” column.

Answer: An example of information that could be entered for Unit in Block 22 is Each (EA).

Offerors must enter the information for Unit in Block 22 that is applicable to the offeror’s prices. If Block 22 is not applicable to the offeror’s prices, the offeror must state “Not Applicable” in the Block 22.

34. Question: Price Proposal Volume, c, Page 70 – If offerors have a GSA schedule, can they bid with their GSA rates?

Answer: Yes, offerors can propose their GSA schedule rates. In accordance with Page 70, Section (e)(2)(D)(iii)(c)(2), offerors must indicate if their proposed rates are based on GSA schedule rates and provide the requested information.

35. Question: FAR Provision 52.212-3 Offeror Representations and Certifications, Page 77 –

Please clarify where the completed Representations and Certifications should be included in the proposal.

Answer: The completed…