36C10G19R0041-000.docx

36C10G19R0041

PAGE 1 OF

1. REQUISITION NO.

2. CONTRACT NO.

3. AWARD/EFFECTIVE DATE

4. ORDER NO.

5. SOLICITATION NUMBER

6. SOLICITATION ISSUE DATE

a. NAME

b. TELEPHONE NO. (No Collect Calls)

8. OFFER DUE DATE/LOCAL

TIME

9. ISSUED BY

CODE

10. THIS ACQUISITION IS

UNRESTRICTED OR

SET ASIDE:

% FOR:

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS:

SIZE STANDARD:

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13b. RATING

14. METHOD OF SOLICITATION

RFQ

IFB

RFP

15. DELIVER TO

CODE

16. ADMINISTERED BY

CODE

17a. CONTRACTOR/OFFEROR

CODE

FACILITY CODE

18a. PAYMENT WILL BE MADE BY

CODE

TELEPHONE NO.

DUNS:

DUNS+4:

PHONE:

FAX:

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER 18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW IS CHECKED

SEE ADDENDUM

19.

20.

21.

22.

23.

24.

ITEM NO.

SCHEDULE OF SUPPLIES/SERVICES

QUANTITY

UNIT

UNIT PRICE

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA

26. TOTAL AWARD AMOUNT (For Govt. Use Only) 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

ARE

ARE NOT ATTACHED.

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

ARE

ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN _______________

29. AWARD OF CONTRACT: REF. ___________________________________ OFFER

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

DATED ________________________________. YOUR OFFER ON SOLICITATION

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

SET FORTH HEREIN IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER) 30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (TYPE OR PRINT) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

(REV. 2/2012)

PREVIOUS EDITION IS NOT USABLE

Prescribed by GSA - FAR (48 CFR) 53.212

7. FOR SOLICITATION

INFORMATION CALL:

STANDARD FORM 1449

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

Gwennifer Epps| gwennifer.epps@va.gov 540-735-3791 09-17-2019

3:30 PM EST

U.S. Department of Veterans Affairs Strategic Acquisition Center 10300 Spotsylvania Ave

Fredericksburg VA 22408

X

Y 524298 $15 Million

N/A

36C10G U.S. Department of Veterans Affairs

OPAL

10300 Spotsylvania Ave | STE 400 Fredericksburg VA 22408-2697

U.S. Department of Veterans Affairs Strategic Acquisition Center 10300 Spotsylvania Ave

Fredericksburg VA 22408

U.S. Department of Veterans Affairs Financial Services Center

PO BOX 149971

Austin TX 78714-8917

Title: Actuarial Support Services

This is a solicitation for a Labor Hour, contract for actuarial, consulting, modeling, and analytical services to assess the impact of an evolving VA health care system. The period of performance is one (1) base year period with four

(4) 12-month option periods. All work shall be performed in accordance with the Performance Work Statement (PWS).

See Section B.3 for Price | Cost Schedule and Delivery.

Prospective offerors may submit questions requesting clarifications of the solicitation requirement to the Contracting Officer and Contract Specialist via e-mail at Gwennifer.Epps@va.gov and Matthew.Cron@va.gov, no later than Friday, September 6, 2019, 1:00 PM, Eastern Standard Time, (EST). Proposals are due on or before Tuesday, September 17, 2019, 3:30 PM EST.

Contracting Officer

Table of Contents

SECTION B - CONTINUATION OF SF 1449 BLOCKS

B.1 CONTRACT ADMINISTRATION DATA

(continuation from Standard Form 1449, block 18A.)

1. Contract Administration: All contract administration matters will be handled by the following individuals:

a. CONTRACTOR:

b. GOVERNMENT: Contracting Officer 36C10G

Fredericksburg VA 22408

2. CONTRACTOR REMITTANCE ADDRESS: All payments by the Government to the contractor will be made in accordance with:

[X] 52.232-33 Payment by Electronic Funds Transfer-System for Award, or [] 52.232-36, Payment by Third Party

3. INVOICES: Invoices shall be submitted in arrears:

4. GOVERNMENT INVOICE ADDRESS: All invoices from the contractor shall be mailed to the following address:

ACKNOWLEDGMENT OF AMENDMENTS: The offeror acknowledges receipt of amendments to the Solicitation numbered and dated as follows:

B.2 COST | PRICE SCHEDULE

BASE YEAR-PERIOD OF PERFORMANCE: TBD. This is a non-personal service CLIN for Project Management. The Project Plan shall lay out the approach, timeline and tools to be used in the execution of this contract. It should take the form of both a narrative and graphic format that displays the schedule, milestones, risks, and resources support. The Project Plan shall also include how the contractor shall coordinate and execute planned, routine and ad hoc tasks. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 4.0.1; 4.1.1; 4.2.1; 16.0 in the Performance Work Statement (PWS).

LH

000101

000102 Please provide a breakdown of the Projected Labor Categories to accomplish EACH CLIN – for example:

i.e. – Project Manager i.e. - Health Actuary

500 hours

200 hours

LH

LH

$87.00 hour

$15.00 hour

BASE YEAR-PERIOD OF PERFORMANCE: TBD. This is a non-personal services CLIN for Health Care Actuarial Consulting, Modeling, and Analyses Services to assess the impact of an evolving VA health care system and environment and proposed policies, regulations, and legislation on Veteran demand for VA health care; support the VA medical care budget process, and support VA leadership and stakeholders including the Office of Management and Budget, Congress, the Government Accountability Office, Congressional Budget Office, and the Veteran Service Organizations, in understanding historical and projected Veteran demand for VA health care. Contractor is to perform in accordance with the terms and conditions of this contract and section 5.0 in the PWS.

LH

BASE YEAR-PERIOD OF PERFORMANCE: TBD. This is a non-personal service CLIN to Maintain, Enhance, and Update the EHCPM. The Contractor shall assume responsibility for the EHCPM as currently structured. VA will provide the necessary data, documentation of the methodology and assumptions, and the SAS code that constitutes the 2014 EHCPM (currently in production). The Contractor shall use the 2014 EHCPM as the starting point for updating, enhancing, and producing the 2015 EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 6.3.1; 6.4.1; 16.0 in the PWS.

LH

BASE YEAR-PERIOD OF PERFORMANCE: TBD. This is a non-personal service CLIN for Strategic, Capital, and Workforce Planning. The Contractor shall provide technical and analytical expertise to the workgroup and participate as a member of the workgroup. The Contractor shall produce Strategic Planning Category Projections for an EHCPM scenario defined by VA from the newly updated EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 7.2.1.1; 7.2.2.1; 7.2.3.1; 16.0 in the PWS.

LH

BASE YEAR-PERIOD OF PERFORMANCE: TBD. This is a non-personal service CLIN for Model Validation. The Contractor shall produce summaries of actual-to-expected analysis and document known reasons for discrepancies. The Contractor shall provide documentation that (1) includes the data summaries and documentation at a level of detail appropriate for stakeholders and/or (2) identifies the data, assumptions, and methods used with sufficient clarity that another actuary qualified in the same practice area could evaluate the reasonableness of the actuary’s work. Contractor is to perform in accordance with the terms and conditions of this contract and sections 8.2.1; 8.3.1; 16.0 in the PWS.

LH

BASE YEAR-PERIOD OF PERFORMANCE: TBD. This is a non-personal service CLIN to Maintain, Enhance, and Update CHAMPVA. Contractor shall use the 2014 CHAMPVA Model as the starting point for updating, enhancing, and producing the 2015 CHAMPVA Model. Contractor is to perform in accordance with the terms and conditions of this contract and provide deliverables as set forth in sections 9.0.1; 16.0 in the PWS.

LH

BASE YEAR-PERIOD OF PERFORMANCE: TBD. This is a non-personal service CLIN for Training and Transparency. The Contractor shall develop trainings, briefings, and briefing materials for VA staff and stakeholders to increase the transparency of the EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 10.1.1; 10.1.2; 10.2.1; 10.3.1; 10.4.1 in the PWS.

LH

Dollars

NTE $48,000

OPTION ONE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Project Management. The Project Plan shall lay out the approach, timeline and tools to be used in the execution of this contract. It should take the form of both a narrative and graphic format that displays the schedule, milestones, risks, and resources support. The Project Plan shall also include how the Contractor shall coordinate and execute planned, routine and ad hoc tasks. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Section 4.0.1; 4.1.1; 4.2.1; 16.0 in the Performance Work Statement (PWS).

LH

OPTION ONE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal services CLIN for Health Care Actuarial Consulting, Modeling, and Analyses Services to assess the impact of an evolving VA health care system and environment and proposed policies, regulations, and legislation on Veteran demand for VA health care; support the VA medical care budget process, and support VA leadership and stakeholders including the Office of Management and Budget, Congress, the Government Accountability Office, Congressional Budget Office, and the Veteran Service Organizations, in understanding historical and projected Veteran demand for VA health care. Contractor is to perform in accordance with the terms and conditions of this contract and section 5.0 in the PWS.

OPTION ONE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN to Maintain, Enhance, and Update the EHCPM. The Contractor shall assume responsibility for the EHCPM as currently structured. VA will provide the necessary data, documentation of the methodology and assumptions, and the SAS code that constitutes the 2015 EHCPM. The Contractor shall use the 2015 EHCPM as the starting point for updating, enhancing, and producing the 2016 EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and s and provide the deliverables as set forth in Sections 6.3.1; 6.4.1; 16.0 in the PWS.

LH

OPTION ONE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Strategic, Capital, and Workforce Planning. The Contractor shall provide technical and analytical expertise to the workgroup and participate as a member of the workgroup. The Contractor shall produce Strategic Planning Category Projections for an EHCPM scenario defined by VA from the newly updated EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in sections 7.2.1.1; 7.2.2.1; 7.2.3.1; 16.0 in the PWS.

LH

OPTION ONE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Model Validation. The Contractor shall produce summaries of actual-to-expected analysis and document known reasons for discrepancies. The Contractor shall provide documentation that (1) includes the data summaries and documentation at a level of detail appropriate for stakeholders and/or (2) identifies the data, assumptions, and methods used with sufficient clarity that another actuary qualified in the same practice area could evaluate the reasonableness of the actuary’s work. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in sections 8.2.1; 8.3.1; 16.0 in the PWS.

LH

OPTION ONE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN to Maintain, Enhance, and Update CHAMPVA. Contractor shall use the 2015 CHAMPVA Model as the starting point for updating, enhancing, and producing the 2016 CHAMPVA Model. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in sections 9.0.1; 16.0 in the PWS.

LH

OPTION ONE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Training and Transparency. The Contractor shall develop trainings, briefings, and briefing materials for VA staff and stakeholders to increase the transparency of the EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 10.1.1; 10.1.2; 10.2.1; 10.3.1; 10.4.1; 16.0 in the PWS.

LH

Dollars

NTE $49,440

OPTION TWO PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Project Management. The Project Plan shall lay out the approach, timeline and tools to be used in the execution of this contract. It should take the form of both a narrative and graphic format that displays the schedule, milestones, risks, and resources support. The Project Plan shall also include how the contractor will coordinate and execute planned, routine and ad hoc tasks. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Section 4.0.1; 4.1.1; 4.2.1; 16.0 in the Performance Work Statement (PWS).

LH

OPTION TWO PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal services CLIN for Health Care Actuarial Consulting, Modeling, and Analyses Services to assess the impact of an evolving VA health care system and environment and proposed policies, regulations, and legislation on Veteran demand for VA health care; support the VA medical care budget process, and support VA leadership and stakeholders including the Office of Management and Budget, Congress, the Government Accountability Office, Congressional Budget Office, and the Veteran Service Organizations, in understanding historical and projected Veteran demand for VA health care. Contractor is to perform in accordance with the terms and conditions of this contract and section 5.0 in the PWS.

OPTION TWO PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN to Maintain, Enhance, and Update the EHCPM. The Contractor shall assume responsibility for the EHCPM as currently structured. VA will provide the necessary data, documentation of the methodology and assumptions, and the SAS code that constitutes the 2016 EHCPM. The Contractor shall use the 2015 EHCPM as the starting point for updating, enhancing, and producing the 2017 EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 6.3.1; 6.4.1; 16.0 in the PWS.

LH

OPTION TWO PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Strategic, Capital, and Workforce Planning. The Contractor shall provide technical and analytical expertise to the workgroup and participate as a member of the workgroup. The Contractor shall produce Strategic Planning Category Projections for an EHCPM scenario defined by VA from the newly updated EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 7.2.1.1; 7.2.2.1; 7.2.3.1; 16.0 in the PWS.

LH

OPTION TWO PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Model Validation. The Contractor shall produce summaries of actual-to-expected analysis and document known reasons for discrepancies. The Contractor shall provide documentation that (1) includes the data summaries and documentation at a level of detail appropriate for stakeholders and/or (2) identifies the data, assumptions, and methods used with sufficient clarity that another actuary qualified in the same practice area could evaluate the reasonableness of the actuary’s work. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 8.2.1; 8.3.1; 16.0 in the PWS.

LH

OPTION TWO PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN to Maintain, Enhance, and Update CHAMPVA. Contractor shall use the 2016 CHAMPVA Model as the starting point for updating, enhancing, and producing the 2017 CHAMPVA Model. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 9.0.1; 16.0 in the PWS.

LH

OPTION TWO PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Training and Transparency. The Contractor shall develop trainings, briefings, and briefing materials for VA staff and stakeholders to increase the transparency of the EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 10.1.1; 10.1.2; 10.2.1; 10.3.1; 10.4.1; 16.0 in the PWS.

LH

Dollars

NTE $50,923

OPTION THREE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Project Management. The Project Plan shall lay out the approach, timeline and tools to be used in the execution of this contract. It should take the form of both a narrative and graphic format that displays the schedule, milestones, risks, and resources support. The Project Plan shall also include how the contractor will coordinate and execute planned, routine and ad hoc tasks. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Section 4.0.1; 4.1.1; 4.2.1; 16.0 in the Performance Work Statement (PWS).

OPTION THREE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal services CLIN for Health Care Actuarial Consulting, Modeling, and Analyses Services to assess the impact of an evolving VA health care system and environment and proposed policies, regulations, and legislation on Veteran demand for VA health care; support the VA medical care budget process, and support VA leadership and stakeholders including the Office of Management and Budget, Congress, the Government Accountability Office, Congressional Budget Office, and the Veteran Service Organizations, in understanding historical and projected Veteran demand for VA health care. Contractor is to perform in accordance with the terms and conditions of this contract and section 5.0 in the PWS.

OPTION THREE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN to Maintain, Enhance, and Update the EHCPM. The Contractor shall assume responsibility for the EHCPM as currently structured. VA will provide the necessary data, documentation of the methodology and assumptions, and the SAS code that constitutes the 2017 EHCPM. The Contractor shall use the 2017 EHCPM as the starting point for updating, enhancing, and producing the 2018 EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 6.3.1; 6.4.1; 16.0 in the PWS.

LH

OPTION THREE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Strategic, Capital, and Workforce Planning. The Contractor shall provide technical and analytical expertise to the workgroup and participate as a member of the workgroup. The Contractor shall produce Strategic Planning Category Projections for an EHCPM scenario defined by VA from the newly updated EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 7.2.1.1; 7.2.2.1; 7.2.3.1; 16.0 in the PWS.

LH

OPTION THREE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Model Validation. The Contractor shall produce summaries of actual-to-expected analysis and document known reasons for discrepancies. The Contractor shall provide documentation that (1) includes the data summaries and documentation at a level of detail appropriate for stakeholders and/or (2) identifies the data, assumptions, and methods used with sufficient clarity that another actuary qualified in the same practice area could evaluate the reasonableness of the actuary’s work. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 8.2.1; 8.3.1; 16.0 in the PWS.

LH

OPTION THREE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN to Maintain, Enhance, and Update CHAMPVA. Contractor shall use the 2017 CHAMPVA Model as the starting point for updating, enhancing, and producing the 2018 CHAMPVA Model. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 9.0.1; 16.0 in the PWS.

LH

OPTION THREE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Training and Transparency. The Contractor shall develop trainings, briefings, and briefing materials for VA staff and stakeholders to increase the transparency of the EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 10.1.1; 10.1.2; 10.2.1; 10.3.1; 10.4.1; 16.0 in the PWS.

LH

Dollars

NTE $52,451

OPTION FOUR PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Project Management. The Project Plan shall lay out the approach, timeline and tools to be used in the execution of this contract. It should take the form of both a narrative and graphic format that displays the schedule, milestones, risks, and resources support. The Project Plan shall also include how the contractor will coordinate and execute planned, routine and ad hoc tasks. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Section 4.0.1; 4.1.1; 4.2.1; 16.0 in the Performance Work Statement (PWS).

LH

OPTION FOUR PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal services CLIN for Health Care Actuarial Consulting, Modeling, and Analyses Services to assess the impact of an evolving VA health care system and environment and proposed policies, regulations, and legislation on Veteran demand for VA health care; support the VA medical care budget process, and support VA leadership and stakeholders including the Office of Management and Budget, Congress, the Government Accountability Office, Congressional Budget Office, and the Veteran Service Organizations, in understanding historical and projected Veteran demand for VA health care. Contractor is to perform in accordance with the terms and conditions of this contract and section 5.0 in the PWS.

OPTION FOUR PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN to Maintain, Enhance, and Update the EHCPM. The Contractor shall assume responsibility for the EHCPM as currently structured. VA will provide the necessary data, documentation of the methodology and assumptions, and the SAS code that constitutes the 2018 EHCPM. The Contractor shall use the 2018 EHCPM as the starting point for updating, enhancing, and producing the 2019 EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 6.3.1; 6.4.1; 16.0 in the PWS.

LH

OPTION FOUR PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Strategic, Capital, and Workforce Planning. The Contractor shall provide technical and analytical expertise to the workgroup and participate as a member of the workgroup. The Contractor shall produce Strategic Planning Category Projections for an EHCPM scenario defined by VA from the newly updated EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 7.2.1.1; 7.2.2.1; 7.2.3.1; 16.0 in the PWS.

LH

OPTION FOUR PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Model Validation. The Contractor shall produce summaries of actual-to-expected analysis and document known reasons for discrepancies. The Contractor shall provide documentation that (1) includes the data summaries and documentation at a level of detail appropriate for stakeholders and/or (2) identifies the data, assumptions, and methods used with sufficient clarity that another actuary qualified in the same practice area could evaluate the reasonableness of the actuary’s work. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 8.2.1; 8.3.1; 16.0 in the PWS.

LH

OPTION FOUR PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN to Maintain, Enhance, and Update CHAMPVA. Contractor shall use the 2018 CHAMPVA Model as the starting point for updating, enhancing, and producing the 2019 CHAMPVA Model. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 9.0.1; 16.0 in the PWS.

LH

OPTION FOUR PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-9. This is a non-personal service CLIN for Training and Transparency. The Contractor shall develop trainings, briefings, and briefing materials for VA staff and stakeholders to increase the transparency of the EHCPM. Contractor is to perform in accordance with the terms and conditions of this contract and provide the deliverables as set forth in Sections 10.1.1; 10.1.2; 10.2.1; 10.3.1; 10.4.1; 16.0 in the PWS.

LH

Dollars

NTE $54,025

OPTION FIVE PERIOD of PERFORMANCE: TBD. May be exercised at the Government’s discretion in accordance with FAR 52.217-8. THE CONTRACTOR SHALL PROPOSE FOR A 6 MONTH EXTENSION.

GRAND TOTAL FOR BASE AND ALL OPTION PERIODS

B.3 PERFORMANCE WORK STATEMENT

1.0 Background

Background – In October 1996, Congress enacted the Veterans’ Health Care Eligibility Reform Act of 1996, Public Law 104-262. Eligibility Reform transformed the VA health care system from an episodic, inpatient care provider into a comprehensive health care provider and expanded eligibility for health care to all Veterans. To manage resources, the law required VA to implement a priority-based enrollment system and to annually assess the resources required to provide care to enrolled Veterans. In 1998, the Veterans Health Administration (VHA) Office of the Assistant Deputy Under Secretary for Health for Policy and Planning (ADUSH/PP) partnered with an actuarial consulting firm to develop the VA Enrollee Health Care Projection Model (EHCPM) to project Veteran demand for VA health care.

The EHCPM is an actuarial model for projecting Veteran enrollment and demand for VA health care for 20 years into the future. The projections and supporting analyses are central in the development of the VA medical care budget, strategic, capital, and workforce planning, and policy analysis. VA is dependent on the EHCPM projections to support the development of more than 90 percent of the VA medical care budget. The EHCPM is used to provide insight on Veteran demand for VA health care and support VA leadership and stakeholders, including the Office of Management and Budget, Congress, the Government Accountability Office, Congressional Budget Office, and Veteran Service Organizations.

For each of the 20 projection years, the EHCPM projects the number of Veterans expected to be enrolled in a geographic area, their total health care needs, and the portion of that care they are expected to receive through VA (either in VA facilities or care purchased by VA in the community) versus from other health care providers. The expenditure projections that support the VA health care budget request are based on the anticipated costs associated with the projected utilization of services (not projected numbers of patients). A key function of the EHCPM is the ability to modify the underlying assumptions in order to produce projections results for multiple scenarios assuming any of the underlying assumptions change over the 20-year projection period.

The EHCPM currently projects utilization for approximately 120 health care service categories, including long term services and supports. Generally, the services VA provides that are comparable to services provided in the private sector are modeled using private sector-based utilization benchmarks. Services that are unique to VA (e.g., blind rehabilitation) or services where VA’s practice pattern differs significantly from the private sector (e.g., prosthetics) are modeled using VA experienced-based utilization benchmarks.

The EHCPM accounts for the impact of the following attributes when projecting Veteran enrollment and use of VA health care services:

The EHCPM is developed using VA actual enrollment, utilization, unit cost, and expenditure data, private sector health care utilization data, nationally recognized actuarial data sets, VA/Medicare enrollee level data match, and quantitative market survey data (e.g., VHA’s Survey of Veteran Enrollees). The EHCPM is supported by in-depth analyses of Veteran enrollment rates, enrollee mortality, morbidity, geographic migration, transition among enrollment priorities, reliance on VA versus other health care providers, and assessments of the impacts of drive time, unemployment rates, and income on demand for VA health care. As an example of the complexity of the EHCPM, over 1.4 million reliance factors that vary by demographic and geographic detail are used in each of the 20 projection years, and these factors vary by projection year. In addition, stakeholders require that the EHCPM separately quantify the impact of the key drivers of demand for VA health care on enrollment, utilization, and expenditures. Therefore, the factors that drive VA health care demand must be analyzed and input into the EHCPM separately.

The VA health care system and the broader environment are continually changing, and the enrollment, utilization, and expenditure projections must reflect the impact of these changes. This requires that the Veterans Health Administration Assistant Deputy Under Secretary for Health for Policy and Planning (ADUSH/PP) and its actuarial consultants work closely with VA program offices, field staff, and researchers to incorporate their vision for the future delivery of health care services (e.g., Patient Aligned Care Team or PACT), the impact of health care initiatives (e.g., mental health), the impact of changes in VA’s infrastructure, and assess and incorporate the impact of proposed policies (e.g., cost sharing), legislation and regulations (e.g., the Veterans Choice Act), and external events (e.g., economic recession) on the VA health care system.

A key challenge in modeling for the Veteran enrollee population is that enrollees have many other options for health care coverage (private insurance, TRICARE, Medicare, Medicaid, etc.). As a result, most enrollees only receive a portion of the total health care they need through the VA health care system. For example, enrollees only choose to receive approximately 30 percent of all of the inpatient care they need from VA. As a result, VA’s internal data sources cannot be exclusively used to project total health care needs of the enrolled Veteran population. In order to project demand for needed services, VA must understand enrollees’ total health care needs because many internal and external factors can change enrollees’ reliance on VA health care. For services VA provides that are comparable to the private sector, the EHCPM currently utilizes the incumbent’s health care benchmarks as a basis to project enrollees’ total health care demand.

VA requires a wide range of health care actuarial expertise and experience in areas such as morbidity-risk scoring, population and health status assessments, dual or triple eligible populations, health care trends (inflation, intensity, and utilization) in the commercial marketplace and Medicare, impact of health policy on the utilization and cost of health care, and actuarial modeling capabilities dynamic enough to project utilization for strategic planning at the medical facility-level and at a more global level for budget formulation.

2.0 Applicable Documents

In the performance of the tasks associated with this Performance Work Statement, the Contractor shall comply with the following:

1. FIPS Pub 201, “Personal Identity Verification of Federal Employees and Contractors,” August 2013 https://nvlpubs.nist.gov/nistpubs/FIPS/NIST.FIPS.201-2.pdf

2. Department of Veterans Affairs (VA) Directive 0710, “Position Risk and Sensitivity Designations for VHA Positions and Medical Center Policy” May 18, 2007 www1.va.gov/vhapublications/ViewPublication.asp?pub_ID=1569

3. VA Handbook 6500, “Managing Information Security Risk: VA Information Security Program,” September 20, 2012 https://www.va.gov/vapubs/viewPublication.asp?Pub_ID=637&FType=2

4. VA Handbook 6500.1, “Electronic Media Sanitization,” March 22, 2010 http://www.va.gov/vapubs/viewPublication.asp?Pub_ID=416&FType=2

5. VA Handbook 6500.2, “Management of Data Breaches Involving Sensitive Personal Information” July 28, 2016 https://www.va.gov/vapubs/viewPublication.asp?Pub_ID=843&FType=2

6. VA Handbook 6500.3, “Certification and Accreditation of VA Information Systems,” November 24, 2008 http://www.va.gov/vapubs/viewPublication.asp?Pub_ID=419&FType=2

7. VA Handbook, 6500.5, “Incorporating Security and Privacy in System Development Lifecycle” March 22, 2010 http://www.va.gov/vapubs/viewPublication.asp?Pub_ID=485&FType=2

8. VA Handbook 6500.6, “Contract Security,” March 12, 2010 http://www.va.gov/vapubs/viewPublication.asp?Pub_ID=471&FType=2

9. VA Directive 6508, “Implementation of Privacy Threshold Analysis and Privacy Impact Assessment” October 15, 2014 https://www.va.gov/vapubs/viewPublication.asp?Pub_ID=767&FType=2

3.0 Scope: This Performance Work Statement (PWS) covers actuarial modeling and consultation services in support of seven major tasks. These tasks will require extensive collaboration with VA and its stakeholders. This consultation will be coordinated by the Contractor’s project manager and the VA COR.

· The Contractor shall provide actuarial consulting, modeling, and analytical services to assess the impact of an evolving VA health care system and broader environment on Veteran enrollment and demand for VA health care.

· The Contractor shall maintain, enhance, and annually update the EHCPM with new data from the most recently completed fiscal year (base year) and other newly available data, update supporting analyses, integrate new or updated assumptions and enhanced methodology.

The Contractor shall assume responsibility for maintaining and updating EHCPM at the level of detail and functionality as currently structured. VA will provide the necessary data, documentation of the methodology and assumptions, and the SAS code that constitutes the 2019 EHCPM (expected to be developed during the final Option Year of the existing contract). Contractor shall use the 2019 EHCPM as the starting point for updating and producing the 2020 EHCPM. Contractor shall develop a working knowledge of previous EHCPMs to support analyses and requests that span multiple EHCPM projection scenarios. In particular, the Contractor shall seamlessly support comparisons of the methodology, analyses, and projections between the 2019 EHCPM and 2020 EHCPM.

· The Contractor shall provide enhancement of the EHCPM to support strategic, capital, workforce planning, and other applications of the EHCPM and special reporting of the EHCPM projections to support various applications of the EHCPM.

· The Contractor shall assess the predictive power of the EHCPM and respond to requests for comparisons of actual enrollment, patients, utilization, and expenditures to project enrollment, patients, utilization, and expenditures.

· The Contractor shall maintain, enhance, and annually update the Civilian Health and Medical Program of the Department of Veterans’ Affairs (CHAMPVA) Model.

· The Contractor shall develop other models as needed, including:

· The Contractor shall maintain, enhance, and update enrollment and cost projections associated with Veteran utilization of caregivers in the Program of Comprehensive Assistance for Family Caregivers (PCAFC). Model requests to understand program eligibility and policy changes.

· The Contractor shall maintain, enhance, and update expenditure projections to support the provision of newborn services.

· The Contractor shall provide trainings, briefings, tools, and databases to increase the transparency of the EHCPM methodology, assumptions, and projections and assist stakeholders in understanding the EHCPM and the key drivers of Veteran demand for VA health care.

4.0 PROJECT MANAGEMENT

CONTRACTOR PROJECT MANAGEMENT PLAN

The Contractor shall maintain a Contractor Project Management Plan (CPMP) that lays out the Contractor’s approach, timeline and tools to be used in execution of the contract. The CPMP should take the form of both a narrative and graphic format that displays the schedule, milestones, risks and resource support. The CPMP shall also include how the Contractor shall coordinate and execute planned, routine, and ad hoc tasks as identified within the PWS. The initial baseline CPMP shall be concurred upon by VA within the first 90 days and updated monthly thereafter. The Contractor shall update and maintain the VA PM approved CPMP throughout the period of performance.

Deliverables:

4.0.1 EHCPM Contractor Project Management Plan (CPMP) produced using project plan software.

4.1 PROGRESS REPORTS

The Contractor shall provide status reports to the COR via a joint bi-weekly conference call with the Contractor EHCPM Project Team and the ADUSH/PP EHCPM Project Team. Status reports shall include, at a minimum, the following information:

a. Key milestones for the month

b. Status of key deliverables from ADUSH/PP that are required by the Contractor to complete assigned tasks

c. Status of milestones including slippage and proposed revision of target date(s) when appropriate

d. Old issues

e. New issues and problems Deliverables:

4.1.1 Bi-weekly conference calls. COR may request Progress Reports in electronic form in Microsoft (MS) Word, Excel, or Microsoft Project.

4.2 Labor Hour, Travel, and Other Direct Costs (ODC) Reports: A monthly report including CLINS that have been identified as Labor Hour, Travel, or ODC shall be delivered no later than 25 calendar days after the end of each month. The report shall include the following:

a. Cover sheet containing the Contractor name, contract number, purchase order number, task order number, invoice number and date, and period of performance covered by the invoice, total hours and cost billed by labor category, other direct costs, and travel and a list of deliverables for the month.

b. Summary report with the total hours and cost billed by labor category, other direct costs, and travel for the month and cumulative year to date.

c. Detail report with the total hours billed by labor category, other direct costs, travel and total billable dollars per major CLIN for the month and cumulative year to date.

d. Detail report with the total hours billed by labor category, other direct costs, travel and total billable dollars for projects within CLINs as defined by the COR for the month and cumulative year to date.

Deliverables:

4.2.1 Monthly Report in electronic form in MS Word or excel.

5.0 Task: Actuarial Consulting, Modeling, and Analyses

VA requires actuarial consulting, analysis, and modeling support to use the EHCPM to assess the impact of an evolving VA health care system and the broader environment, proposed policies, regulations, and legislation; support the VA medical care budget process, and support VA leadership and stakeholders including the Office of Management and Budget, Congress, the Government Accountability Office, Congressional Budget Office, and the Veteran Service Organizations. These tasks will require extensive collaboration between VA and the Contractor. The level of effort needed to respond to a given task can be as little as a phone call or can require hundreds of hours of actuarial consultative support from multiple personnel.

VA requires documentation that meets varying stakeholder needs. At the direction of the COR, Contractor shall provide documentation that (1) includes data summaries and documentation at a level of detail appropriate for stakeholders and/or (2) identifies the data, assumptions, and methods used with sufficient clarity that another actuary qualified in the same practice area could evaluate the reasonableness of the actuary’s work.

5.1 Special Analyses

Background – The VA health care system and the broader environment is continually changing, and the enrollment, utilization, and expenditure projections must reflect this changing environment. This requires that VA work closely with program offices to incorporate their vision for the future delivery of health care services to the enrolled population into the EHCPM; assess and incorporate the impact of changes in VA’s infrastructure, such as the addition of a new facility; and assess the impact of proposed policies (cost sharing), legislation, and regulations (Affordable Care Act) and external events (economic recession) on the VA health care system. Additionally, VA serves populations, such as Operation Iraqi Freedom, Operation Enduring Freedom, and Operation New Dawn (OEF/OIF/OND) and women veterans, and provides services, such as mental health and long-term services and supports, that require specific consideration in the planning and execution of services. This task may require enhancements to the EHCPM structure, methodology, or supporting analyses in order to incorporate new or revised assumptions.

This task frequently results in assumptions that are input into the EHCPM. The following assumptions are included in the 2018 EHCPM, with the methodology and supporting analyses documented in the following sections of the 2018 VA Enrollee Health Care Projection Model Documentation and Analysis Report:

· K1: Post-9/11 Era Combat Veteran Enrollee Assumptions

· K2: Mental Health Policy Assumptions

· K3: Regional…