D.5 ATTACHMENT E_PRICE SCHEDULE.xlsx
XLSX spreadsheet 26 KB Posted
- Attached to
- Veterans Health Administration (VHA) Caregiver Support Program Financial and Legal Services
- Solicitation number
- 36C10X22R0017
About this file
This is a price schedule for a solicitation issued by the Department of Veterans Affairs Strategic Acquisition Center Frederick seeking financial and legal services to support the Veterans Health Administration Caregiver Support Program. The solicitation is a request for proposal issued as a combined synopsis and is seeking both mandatory and optional services. Mandatory services include legal assistance such as simple wills, advanced directives, powers of attorney, referrals, and educational programs. Optional legal services include additional consultations, identity theft assistance, credit reporting support, and dispute resolution support. Mandatory financial services include budgeting, debt management, retirement and insurance reviews. Optional financial services include mortgage assistance, extensive coaching, community referrals, and webinars. Other requirements include website support, call center services, data reporting, surveys and language translation. Pricing is to be proposed for base and option years with the base period consisting of 12 months and two 6-month option periods. The NAICS code is 541110 and proposals are due by the date specified in the solicitation.
This price schedule provides the line items and format required for an offeror's pricing proposal in response to solicitation number 36C10X22R0017 issued by the Department of Veterans Affairs Strategic Acquisition Center Frederick seeking financial and legal services to support the Veterans Health Administration Caregiver Support Program. Pricing is to be provided for mandatory and optional services in the base period of 12 months and two 6-month option periods as specified.
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Price Schedule 36C10X22R0017 - Caregiver Support Program Financial and Legal Services
| Attachment E PRICE SCHEDULE |
| OFFEROR NAME: _________________________________________________ |
INSTRUCTIONS: Offerors may complete the following Price Schedule or propose an alternate Price Schedule per Section E.1 proposal instructions.
The following Contract Line Item Numbers (CLINs) represent all deliverables listed in the PWS and the Offerors must include and propose pricing for all in its Price Schedule even if an alternate CLIN structure and numbering is proposed. Quantity, Unit, Unit Price and Total Price per line item must be completed by the Offeror.
| BASE PERIOD - 12-MONTHS | ||||||
| Item No. | Description | Quantity | Unit | Unit Price | Total Price | |
| 0001 | Kick Off Meeting (NSP), Task 4.1 | 1 | EA | NSP | NSP | |
| 0002 | Final Project Mangement Plan (PMP), Task 4.2 | 1 | EA | $ | $ | |
| 0003 | Legal Services - Simple Wills (Estate Planning), Task 5.1 (1) a | $ | $ | |||
| 0004 | Legal Services - Advaced Directives, Task 5.1 (1) b | $ | $ | |||
| 0005 | Legal Services - Power of Attorney (POA) and Durable Power of Attorney (DPOA), Task 5.1 (1) c | $ | $ | |||
| 0006 | Legal Services - Guardian of Veteran, Task 5.1 (1) d | $ | $ | |||
| 0007 | Legal Services - Referrals to community resources, Task 5.1 (1) e | $ | $ | |||
| 0008 | Legal Services - Educational programs relevant to state regulations on caregiving topics, Task 5.1 (1) f | $ | $ | |||
| 0009 | Legal Services - One 30-minute live session per topic/Caregiver with attorney, consultation and support for a. through e. above, Task 5.1 (1) g | $ | $ | |||
| 0010 | Optional Legal Services - Additional 30-minute consultation with attorney, via phone, secure video conference, or in-person on topics other than 5.1 (1) a. through e., Task 5.1 (2) a | $ | $ | |||
| 0011 | Optional Legal Services - Identity theft, Task 5.1 (2) b | $ | $ | |||
| 0012 | Optional Legal Services - Draft douments pertaining to credit reporting agencies, businesses and debt collector notifications, Task 5.1 (2) c | $ | $ | |||
| 0013 | Optional Legal Services - Up to two letters/Caregiver, prepared/reviewed by attorney to resolve disputes (such as personal disputes with landlord or creditor), Task 5.1 (2) d | $ | $ | |||
| 0014 | Optional Legal Services - Up to two phone calls/Caregiver, made/received by attorney to resolve disputes in 5.1 (2) d., Task 5.1 (2) d | $ | $ | |||
| 0015 | Financial Planning Services - Household budgeting, Task 5.2.(1) a | $ | $ | |||
| 0016 | Financial Planning Services - Debt management, Task 5.2.(1) b | $ | $ | |||
| 0017 | Financial Planning Services - Retirement planning review and education | |||||
| Task 5.2.(1) c | $ | $ | ||||
| 0018 | Financial Planning Services - Insurance review and education, Task 5.2.(1) d | $ | $ | |||
| 0019 | Financial Planning Services - One 30-minute live session per topic/Caregiver with finanicial counselor, consultation and support for a. through d. above, Task 5.2.(1) e | $ | $ | |||
| 0020 | Financial Planning Services - Up to two additional 30-minute live session per task with finanicial counselor, consultation and support for a. through d. above, Task 5.2.(1) f | |||||
| 0021 | Optional Financial Planning Services - Mortgage loans and refinancing, Task 5.2(2) a | $ | $ | |||
| 0022 | Optional Financial Planning Services - Extensive inancial coaching, Task 5.2(2) b | $ | $ | |||
| 0023 | Optional Financial Planning Services - Referrals to community resources, Task 5.2(2) c | $ | $ | |||
| 0024 | Optional Financial Planning Services - Up to five additional live and on-demand money management webinars, Task 5.2(2) d | $ | $ | |||
| 0025 | Optional Financial Planning Services - Credit management, Task 5.2(2) e | $ | $ | |||
| 0026 | Optional Financial Planning Services - Planning for college expenses and addressing student loans, Task 5.2(2) f | $ | $ | |||
| 0027 | Monitoring and Data Reporting - Finance data, Task 5.3.(1) | $ | $ | |||
| 0028 | Monitoring and Data Reporting - Legal data, Task 5.3.(2) | $ | $ | |||
| 0029 | Monitoring and Data Reporting - Additional monthly monitoring/data, Task 5.3.(3) | $ | $ | |||
| 0030 | Monitoring and Data Reporting - Survey, Task 5.3.(4) | $ | $ | |||
| 0031 | Secure Website and Referral Process, Task 5.5 (a & b) | $ | $ | |||
| 0032 | Optional Secure Website and Referral Process - Future State | |||||
| Task 5.5 (c) | $ | $ | ||||
| 0033 | Customer Service Call Center, Task 5.6 | $ | $ | |||
| 0034 | Other Languages, Task 5.7 | |||||
| Language Translation to be paid as Other Direct Costs (ODCs), Not-to-Exceed specified amount. See PWS Section 3.4. | 1 | LT | $300,000.00 | $300,000.00 | ||
| BASE PERIOD - MANDATORY TASKS | $ | |||||
| BASE PERIOD - OPTIONAL TASKS | $ | |||||
| BASE PERIOD TOTAL (MANDATORY AND OPTIONAL) | $ | |||||
| OPTION PERIOD 1 - 12-MONTHS | ||||||
| Item No. | Description | Quantity | Unit | Unit Price | Total Price | |
| 1001 | Reserved | - | - | - | - | |
| 1002 | Reserved | - | - | - | - | |
| 1003 | Legal Services - Simple Wills (Estate Planning), Task 5.1 (1) a | $ | $ | |||
| 1004 | Legal Services - Advaced Directives, Task 5.1 (1) b | $ | $ | |||
| 1005 | Legal Services - Power of Attorney (POA) and Durable Power of Attorney (DPOA), Task 5.1 (1) c | $ | $ | |||
| 1006 | Legal Services - Guardian of Veteran, Task 5.1 (1) d | $ | $ | |||
| 1007 | Legal Services - Referrals to community resources, Task 5.1 (1) e | $ | $ | |||
| 1008 | Legal Services - Educational programs relevant to state regulations on caregiving topics, Task 5.1 (1) f | $ | $ | |||
| 1009 | Legal Services - One 30-minute live session per topic/Caregiver with attorney, consultation and support for a. through e. above, Task 5.1 (1) g | $ | $ | |||
| 1010 | Optional Legal Services - Additional 30-minute consultation with attorney, via phone, secure video conference, or in-person on topics other than 5.1 (1) a. through e., Task 5.1 (2) a | $ | $ | |||
| 1011 | Optional Legal Services - Identity theft, Task 5.1 (2) b | $ | $ | |||
| 1012 | Optional Legal Services - Draft douments pertaining to credit reporting agencies, businesses and debt collector notifications, Task 5.1 (2) c | $ | $ | |||
| 1013 | Optional Legal Services - Up to two letters/Caregiver, prepared/reviewed by attorney to resolve disputes (such as personal disputes with landlord or creditor), Task 5.1 (2) d | $ | $ | |||
| 1014 | Optional Legal Services - Up to two phone calls/Caregiver, made/received by attorney to resolve disputes in 5.1 (2) d., Task 5.1 (2) d | $ | $ | |||
| 1015 | Financial Planning Services - Household budgeting, Task 5.2.(1) a | $ | $ | |||
| 1016 | Financial Planning Services - Debt management, Task 5.2.(1) b | $ | $ | |||
| 1017 | Financial Planning Services - Retirement planning review and education | |||||
| Task 5.2.(1) c | $ | $ | ||||
| 1018 | Financial Planning Services - Insurance review and education, Task 5.2.(1) d | $ | $ | |||
| 1019 | Financial Planning Services - One 30-minute live session per topic/Caregiver with finanicial counselor, consultation and support for a. through d. above, Task 5.2.(1) e | $ | $ | |||
| 1020 | Financial Planning Services - Up to two additional 30-minute live session per task with finanicial counselor, consultation and support for a. through d. above, Task 5.2.(1) f | |||||
| 1021 | Optional Financial Planning Services - Mortgage loans and refinancing, Task 5.2(2) a | $ | $ | |||
| 1022 | Optional Financial Planning Services - Extensive inancial coaching, Task 5.2(2) b | $ | $ | |||
| 1023 | Optional Financial Planning Services - Referrals to community resources, Task 5.2(2) c | $ | $ | |||
| 1024 | Optional Financial Planning Services - Up to five additional live and on-demand money management webinars, Task 5.2(2) d | $ | $ | |||
| 1025 | Optional Financial Planning Services - Credit management, Task 5.2(2) e | $ | $ | |||
| 1026 | Optional Financial Planning Services - Planning for college expenses and addressing student loans, Task 5.2(2) f | $ | $ | |||
| 1027 | Monitoring and Data Reporting - Finance data, Task 5.3.(1) | $ | $ | |||
| 1028 | Monitoring and Data Reporting - Legal data, Task 5.3.(2) | $ | $ | |||
| 1029 | Monitoring and Data Reporting - Additional monthly monitoring/data, Task 5.3.(3) | $ | $ | |||
| 1030 | Monitoring and Data Reporting - Survey, Task 5.3.(4) | $ | $ | |||
| 1031 | Secure Website and Referral Process, Task 5.5 (a & b) | $ | $ | |||
| 1032 | Optional Secure Website and Referral Process - Future State | |||||
| Task 5.5 (c) | $ | $ | ||||
| 1033 | Customer Service Call Center, Task 5.6 | $ | $ | |||
| 1034 | Other Languages, Task 5.7 | |||||
| Language Translation to be paid as Other Direct Costs (ODCs), Not-to-Exceed specified amount. See PWS Section 3.4. | 1 | LT | $300,000.00 | $300,000.00 | ||
| OPTION PERIOD 1 - MANDATORY TASKS | $ | |||||
| OPTION PERIOD 1 - OPTIONAL TASKS | $ | |||||
| OPTION PERIOD 1 TOTAL (MANDATORY AND OPTIONAL) | $ | |||||
| OPTION PERIOD 2 - 6-MONTHS | ||||||
| Item No. | Description | Quantity | Unit | Unit Price | Total Price | |
| 1001 | Reserved | - | - | - | - | |
| 1002 | Reserved | - | - | - | - | |
| 1003 | Legal Services - Simple Wills (Estate Planning), Task 5.1 (1) a | $ | $ | |||
| 1004 | Legal Services - Advaced Directives, Task 5.1 (1) b | $ | $ | |||
| 1005 | Legal Services - Power of Attorney (POA) and Durable Power of Attorney (DPOA), Task 5.1 (1) c | $ | $ | |||
| 1006 | Legal Services - Guardian of Veteran, Task 5.1 (1) d | $ | $ | |||
| 1007 | Legal Services - Referrals to community resources, Task 5.1 (1) e | $ | $ | |||
| 1008 | Legal Services - Educational programs relevant to state regulations on caregiving topics, Task 5.1 (1) f | $ | $ | |||
| 1009 | Legal Services - One 30-minute live session per topic/Caregiver with attorney, consultation and support for a. through e. above, Task 5.1 (1) g | $ | $ | |||
| 1010 | Optional Legal Services - Additional 30-minute consultation with attorney, via phone, secure video conference, or in-person on topics other than 5.1 (1) a. through e., Task 5.1 (2) a | $ | $ | |||
| 1011 | Optional Legal Services - Identity theft, Task 5.1 (2) b | $ | $ | |||
| 1012 | Optional Legal Services - Draft douments pertaining to credit reporting agencies, businesses and debt collector notifications, Task 5.1 (2) c | $ | $ | |||
| 1013 | Optional Legal Services - Up to two letters/Caregiver, prepared/reviewed by attorney to resolve disputes (such as personal disputes with landlord or creditor), Task 5.1 (2) d | $ | $ | |||
| 1014 | Optional Legal Services - Up to two phone calls/Caregiver, made/received by attorney to resolve disputes in 5.1 (2) d., Task 5.1 (2) d | $ | $ | |||
| 1015 | Financial Planning Services - Household budgeting, Task 5.2.(1) a | $ | $ | |||
| 1016 | Financial Planning Services - Debt management, Task 5.2.(1) b | $ | $ | |||
| 1017 | Financial Planning Services - Retirement planning review and education | |||||
| Task 5.2.(1) c | $ | $ | ||||
| 1018 | Financial Planning Services - Insurance review and education, Task 5.2.(1) d | $ | $ | |||
| 1019 | Financial Planning Services - One 30-minute live session per topic/Caregiver with finanicial counselor, consultation and support for a. through d. above, Task 5.2.(1) e | $ | $ | |||
| 1020 | Financial Planning Services - Up to two additional 30-minute live session per task with finanicial counselor, consultation and support for a. through d. above, Task 5.2.(1) f | |||||
| 1021 | Optional Financial Planning Services - Mortgage loans and refinancing, Task 5.2(2) a | $ | $ | |||
| 1022 | Optional Financial Planning Services - Extensive inancial coaching, Task 5.2(2) b | $ | $ | |||
| 1023 | Optional Financial Planning Services - Referrals to community resources, Task 5.2(2) c | $ | $ | |||
| 1024 | Optional Financial Planning Services - Up to five additional live and on-demand money management webinars, Task 5.2(2) d | $ | $ | |||
| 1025 | Optional Financial Planning Services - Credit management, Task 5.2(2) e | $ | $ | |||
| 1026 | Optional Financial Planning Services - Planning for college expenses and addressing student loans, Task 5.2(2) f | $ | $ | |||
| 1027 | Monitoring and Data Reporting - Finance data, Task 5.3.(1) | $ | $ | |||
| 1028 | Monitoring and Data Reporting - Legal data, Task 5.3.(2) | $ | $ | |||
| 1029 | Monitoring and Data Reporting - Additional monthly monitoring/data, Task 5.3.(3) | $ | $ | |||
| 1030 | Monitoring and Data Reporting - Survey, Task 5.3.(4) | $ | $ | |||
| 1031 | Secure Website and Referral Process, Task 5.5 (a & b) | $ | $ | |||
| 1032 | Optional Secure Website and Referral Process - Future State | |||||
| Task 5.5 (c) | $ | $ | ||||
| 1033 | Customer Service Call Center, Task 5.6 | $ | $ | |||
| 1034 | Other Languages, Task 5.7 | |||||
| Language Translation to be paid as Other Direct Costs (ODCs), Not-to-Exceed specified amount. See PWS Section 3.4. | 1 | LT | $150,000.00 | $150,000.00 | ||
| OPTION PERIOD 2 - MANDATORY TASKS | $ | |||||
| OPTION PERIOD 2 - OPTIONAL TASKS | $ | |||||
| OPTION PERIOD 2 TOTAL (MANDATORY AND OPTIONAL) | $ | |||||
| GRAND TOTAL | $ |
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