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For Services The mission of the Veterans Health Administration (VHA) of the Department of Veterans Affairs (VA) is to honor America’s Veterans by providing exceptional care that improves their health and well-being. VHA will continue to be the benchmark for excellence and value in health care and benefits by providing exemplary services that are both patient-centered and evidence based. The scope of this requirement is in support of legal and financial services for designated Primary Family Caregivers enrolled in the Program of Comprehensive Assistance for Family Caregivers in support of the Veterans they serve.
As part of our market research effort, we are seeking input from industry to identify the ability of the commercial market to fulfill potential requirements.
Thank you for your participation.
| 1 | Please enter the following Point of Contact information: |
| Name of Firm: |
| Point of Contact Name: |
| POC Phone Number: |
| Business Address: |
| City/Town: |
| State: |
| Zip Code: |
| Website URL: |
| 2 | Contact Email: |
| (A copy of your responses will be sent to this email address. Please check any "spam" or "junk" files in case the response is rerouted.) |
| 3 | Please provide your company's Data Universal Numbering System (DUNS) identification number:* (9-Digit Identification Number without hyphen) |
| 4 | What is your company's primary NAICS code of operation? |
| 5 | Please indicate any business designations that describe your company: |
| (select all that apply) |
| Service-Disabled Veteran Owned Small Business (SDVOSB) |
| Veteran Owned Small Business (VOSB) |
| 8(a) Business Development Small Business Certification |
| HUBZone Business Concern |
| Economically Disadvantaged Women-Owned Small Business (EDWOSB in accordance with 19.1503) |
| Women-Owned Small Business (WOSB in accordance with 19.1503) |
| Small Disadvantaged Business (SDB) |
| Small Business as per primary NAICS code of operation |
| Large Business |
| AbilityOne Firm |
| Other |
| 6 | Is your company currently providing legal and financial services for (Federal or State) government agencies nationwide and in U.S. territories? |
| No |
| Yes. Please specify which agencies/offices: |
| 7 | Does your company have a GSA contract that you can perform the work under (schedule, SIN, NACIS etc.)? |
| No |
| Yes. Please specify the type of contract: |
| 8 | Does your company have experience establishing an Authority to Operate for a website functioning within the VA and/or possess similar FEDRAMP type website certification experience? |
| No |
| Yes. Please explain. |
| 9 | How many years of experience does your business have in providing nationwide legal and financial consultation services? |
| 1 year |
| 1 - 2 years |
| 3 - 4 years |
| 5 - 6 years |
| 7 - 8 years |
| 9 - 10 years |
| 10 years or more |
| 10 | Does your company have existing legal and financial consultation services in all states to include the District of Columbia Guam, Northern Marianna Islands, Puerto Rico, US Virgin Islands, and American Samoa, or have the ability to expand access in these U.S. territories? |
| No |
| If Yes, how many years? |
| 11 | Does your company have experience providing services for advanced directives, power of attorney, simple wills, and guardianship, and educational opportunities on legal topics relevant to caregiving? |
| No |
| If Yes, how many years? |
| 12 | Does your company have experience in referrals to community resources and attorneys for legal assistance or representation in other legal matters? |
| No |
| If Yes, how many years? |
| 13 | Does your company have experience in offering educational opportunities on legal topics relevant to caregiving? |
| No |
| If Yes, how many years? |
| 14 | Does your company have the capability for online referrals? If yes, do you have the ability to have one point of contact to receive referrals for services? |
| No |
| Yes to both |
| If Yes to just one, please specify: |
| 15 | Does your company currently provide legal and financial services to include in the following formats: phone, in person, online? |
| No |
| If Yes, list above formats: |
| List other formats: |
| 16 | Does your company have experience intake process for new clients to include methods for determining the planned number of sessions, any limits placed on the scope or duration of sessions, etc.? |
| No |
| If Yes, how many years? |
| 17 | How many years of experience does your company have in providing legal and financial planning services in English and Spanish, and other languages? |
| Number of years serving in English and Spanish: |
| Provide the other languages and number of years for each: |
| 18 | Does your company have experience in household budgeting, debt management, retirement planning, insurance review/education and financial counselor consultation? |
| No |
| If Yes, how many years and which area(s)? |
| 19 | Does your company offer and/or have experience in mortgage loan/refinancing education, referrals to community resources, live AND on-demand webinars, credit management and other planning/education services? |
| No |
| If Yes, how many years and specify which area(s)? |
| 20 | Does your company have a customer service center to provide corresponding services through staffing, processes, procedures, and technological infrastructure necessary to manage and operate financial and legal services program? If yes, does the customer service center provide services 24 hours per day/7 days per week/365 days per year? |
| No |
| If Yes, how many years of service? |
| 24 hours per day/7 days per week/365 days per year? |
| 21 | Would the work require the use of subcontractors? If so, what percentage of work would be completed by the prime versus subcontractors and what type of businesses are the subcontractors (i.e., SDVOSB, VOSB, SB, LB)? |
| No |
| If Yes, what percentage? |
| What type of businesses are the subcontractors? |
| 22 | Please identify the maximum daily operational availability of legal and financial consultation services offered by your company: |
| 5 days/week (Monday - Friday, including holidays) |
| 6 days/week (Monday - Saturday, including holidays) |
| 7 days/week (Sunday - Saturday, including holidays) |
| None of the above |
| 23 | Please identify the maximum daily operational service hours of legal and financial consultation offered by your company: |
| < 4 hours per day |
| 4 - 8 hours per day |
| 9 - 12 hours per day |
| 13 - 16 hours per day |
| 17 - 20 hours per day |
| 21 - 23 hours per day |
| 24 hours per day |
| None of the above |
| 24 | Does your company offer legal and financial consultation 365-days per year? |
| Yes |
| No |
| 25 | Does your company currently have teaming arrangements in place to support legal and financial services coverage? |
| Yes |
| No |
| 26 | Of your company's total line of credit capacity, what is its remaining capacity after accounting for current and anticipated contracts? |
| $100K |
| $100K to $150K |
| $151K to $200K |
| $201K to $300K |
| $301K to $500K |
| $501K to $1M |
| $1.1M to $5M |
| $5.1M to $15M |
| $15.1M to $30M |
| $30M |
| 27 | Does your company have a project manager on staff who is responsible for project scheduling, coordination, and technical assistance to the VA representative, throughout the contract term; for each VA site location? |
| Yes |
| No |
| 28 | How does your company self-evaluate contract performance? |
| (QA = Quality Assurance) (select all that apply) |
| (select all that apply) |
| Customer interviews by corporate leadership or QA group |
| Customer interviews by project leadership or QA group |
| Customer questionnaires by corporate leadership or QA group |
| Customer questionnaires by project leadership or QA group |
| Informal random spot-checks |
| Internal project reviews, including financial and schedule milestones |
| Verification of compliance with project QA Plans or equivalent |
| None of the above |
| Other, please specify |
| 29 | How does your company self-evaluate overall corporate performance? |
| (select all that apply) |
| Balanced Scorecard |
| Benchmarking |
| Business Process Improvement |
| Customer Satisfaction Questionnaire Analysis |
| Employee Round Table |
| No corporate practice for company self-evaluation |
| 30 | We welcome your comments and suggestions on this topic: |
| (open-ended comments area) |
