D.10 ATTACHMENT K_PRICE SCHEDULE_Rev2.xlsx
XLSX spreadsheet 30 KB Posted
- Solicitation number
- 36C10X26R0001
About this file
This document is a Price Schedule for a Veterans Health Administration (VHA) Caregiver Support Program (CSP) Financial and Legal Services contract (Solicitation Number 36C10X26R0001). The comprehensive pricing template covers a base period and four 12-month option periods, detailing multiple mandatory and optional services including legal services (simple wills, advanced directives, power of attorney), financial planning services (budgeting, debt management, retirement planning), monitoring and data reporting, customer service call center, and other direct costs.
Key services are priced on a monthly basis across categories such as legal consultations, financial counseling, referral processes, and surveys. The contract includes specific Other Direct Cost (ODC) line items for identity theft services (not-to-exceed $35,000), referral resource tools, and language translation services (not-to-exceed $20,000). The procurement is not set aside for small businesses, uses NAICS code 541110 (Office of Lawyers), has a small business size standard of $16 million, and the government intends to award a single contract to the successful offeror.
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Other files
| File | Type | Posted |
|---|---|---|
| 36C10X26R0001 0003.pdf | ||
| 36C10X26R0001 0002.pdf | ||
| D.10 ATTACHMENT K_PRICE SCHEDULE_Rev1.xlsx | XLSX spreadsheet | |
| 36C10X26R0001 0001 B.pdf | ||
| 36C10X26R0001_1.docx | DOCX document | |
| D.10 ATTACHMENT K_PRICE SCHEDULE_Sept 30, 2025.xlsx | XLSX spreadsheet | |
| D.6 ATTACHMENT F_BUSINESS ASSOCIATE AGREEMENT.pdf | ||
| D.1 ATTACHMENT A - VA CONTRACTOR BACKGROUND INVESTIGATION REQUEST WORKSHEET.pdf | ||
| D.5 ATTACHMENT E_AFFIRMATION STATEMENT.docx | DOCX document | |
| D.3 ATTACHMENT C SAMPLE REFERRAL LANGUAGE_Sept 22, 2025.docx | DOCX document | |
| D.7 ATTACHMENT G - WAGE DETERMINATION.docx | DOCX document | |
| D.9 ATTACHMENT J - PAST PERFORMANCE QUESTIONAIRRE.docx | DOCX document | |
| D.4 ATTACHMENT D_LIMITATIONS ON SUBCONTRACTING_CERTIFICATE FOR SERVICES.docx | DOCX document | |
| 36C10X26R0001.pdf | ||
| D.2 ATTACHMENT B - FY26 VA INFORMATION SECURITY RULES OF BEHAVIOR.pdf | ||
| D.8 ATTACHMENT H - PAST PERFORMANCE REFERENCES.pdf |
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Price Schedule 36C10X26R0001 - Caregiver Support Program Financial and Legal Services
| Attachment K PRICE SCHEDULE |
| OFFEROR NAME: _________________________________________________ |
INSTRUCTIONS: Offerors shall complete the following Price Schedule per Section E.1 proposal instructions.
The following Line Item Numbers (LINs) represent all deliverables listed in the PWS and the Offerors shall include and propose pricing for all in its Price Schedule. 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 | Project Mangement Plan (PMP), Task 4.2 | 1 | EA | $ | ||
| 0003 | Legal Services - Simple Wills (Estate Planning), Task 5.1 (1) a | 12 | MO | $ | ||
| 0004 | Legal Services - Advanced Directives, Task 5.1 (1) b | 12 | MO | $ | ||
| 0005 | Legal Services - Power of Attorney (POA) and Durable Power of Attorney (DPOA), Task 5.1 (1) c | 12 | MO | $ | ||
| 0006 | Legal Services - Guardian of Veteran, Task 5.1 (1) d | 12 | MO | $ | ||
| 0007 | Legal Services - Referrals to community resources, Task 5.1 (1) e | 12 | MO | $ | ||
| 0008 | Legal Services - Educational programs relevant to Advanced Directives, Simple Wills (Estate Planning) and Guardianship, Task 5.1 (1) f | 12 | MO | $ | ||
| 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 | 12 | MO | $ | ||
| Optional Legal Services - Priced in LIN 0029 as ODC | Optional Legal Services - Identity theft, Task 5.1 (2) a | ||||||
| 0010 | Optional Legal Services - Draft documents pertaining to credit reporting agencies, businesses and debt collector notifications, Task 5.1 (2) b | 12 | MO | $ | ||
| 0011 | Optional Legal Services - Letter preparation or reviews/ and/or phone calls made/received by attorney pertaining to civil disputes Task 5.1 (2) c | 12 | MO | $ | ||
| 0012 | Financial Planning Services - Household budgeting, Task 5.2.(1) a | 12 | MO | $ | ||
| 0013 | Financial Planning Services - Debt management, Task 5.2.(1) b | 12 | MO | $ | ||
| 0014 | Financial Planning Services - Retirement planning review and education | |||||
| Task 5.2.(1) c | 12 | MO | $ | |||
| 0015 | Financial Planning Services - Insurance review and education, Task 5.2.(1) d | 12 | MO | $ | ||
| 0016 | 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 | 12 | MO | $ | ||
| 0017 | Optional Financial Planning Services - Mortgage loans and refinancing, Task 5.2(2) a | 12 | MO | $ | ||
| 0018 | Optional Financial Planning Services - Extensive Financial coaching, Task 5.2(2) b | 12 | MO | $ | ||
| 0019 | Optional Financial Planning Services - Referrals to community resources, Task 5.2(2) c | 12 | MO | $ | ||
| 0020 | Optional Financial Planning Services - Six additional live and on-demand money management webinars, Task 5.2(2) d | 12 | MO | $ | ||
| 0021 | Optional Financial Planning Services - Credit Management, Task 5.2(2) e | 12 | MO | $ | ||
| 0022 | Optional Financial Planning Services - Planning for college expenses and addressing student loans, Task 5.2(2) f | 12 | MO | $ | ||
| 0023 | Monitoring and Data Reporting - Finance data, Task 5.3.(1) | 12 | MO | $ | ||
| 0024 | Monitoring and Data Reporting - Legal data, Task 5.3.(2) | 12 | MO | $ | ||
| 0025 | Monitoring and Data Reporting - Additional monthly monitoring/data, Task 5.3.(3) | 12 | MO | $ | ||
| 0026 | Survey, Task 5.4 | 1 | EA | $ | ||
| 0027 | Referral Process, Documents and Videos Task 5.5 (a-h) | 12 | MO | $ | ||
| 0028 | Customer Service Call Center/Concierge, Task 5.6 | 12 | MO | $ | ||
| 0029 | ODC | Optional Legal Services - Identity theft, Task 5.1 (2) a Identity Theft to be paid as Other Direct Costs (ODCs), Not-to-Exceed $35,000. See PWS Section Task 5.1 (2) a | 1 | LT | $35,000.00 | $35,000.00 | |
| 0030 | ODC | Referral Resource Tool to be paid as Other Direct Costs (ODCs), Not-to-Exceed specified amount based on contractor approach for Task 5.5. See PWS Section 4.4(b) | 1 | LT | $ | ||
| 0031 | ODC | Other Languages, Task 5.7 | |||||
| Language Translation to be paid as Other Direct Costs (ODCs), Not-to-Exceed $20,000. | 1 | LT | $20,000.00 | $20,000.00 | ||
| 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 | Kick Off Meeting (NSP), Task 4.1 | 1 | EA | NSP | NSP | |
| 1002 | Project Mangement Plan (PMP), Task 4.2 - Not required in Option Period 1 | |||||
| 1003 | Legal Services - Simple Wills (Estate Planning), Task 5.1 (1) a | 12 | MO | $ | ||
| 1004 | Legal Services - Advanced Directives, Task 5.1 (1) b | 12 | MO | $ | ||
| 1005 | Legal Services - Power of Attorney (POA) and Durable Power of Attorney (DPOA), Task 5.1 (1) c | 12 | MO | $ | ||
| 1006 | Legal Services - Guardian of Veteran, Task 5.1 (1) d | 12 | MO | $ | ||
| 1007 | Legal Services - Referrals to community resources, Task 5.1 (1) e | 12 | MO | $ | ||
| 1008 | Legal Services - Educational programs relevant to Advanced Directives, Simple Wills (Estate Planning) and Guardianship, Task 5.1 (1) f | 12 | MO | $ | ||
| 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 | 12 | MO | $ | ||
| Optional Legal Services - Priced in LIN 0029 as ODC | Optional Legal Services - Identity theft, Task 5.1 (2) a | ||||||
| 1010 | Optional Legal Services - Draft documents pertaining to credit reporting agencies, businesses and debt collector notifications, Task 5.1 (2) b | 12 | MO | $ | ||
| 1011 | Optional Legal Services - Letter preparation or reviews/ and/or phone calls made/received by attorney pertaining to civil disputes Task 5.1 (2) c | 12 | MO | $ | ||
| 1012 | Financial Planning Services - Household budgeting, Task 5.2.(1) a | 12 | MO | $ | ||
| 1013 | Financial Planning Services - Debt management, Task 5.2.(1) b | 12 | MO | $ | ||
| 1014 | Financial Planning Services - Retirement planning review and education | |||||
| Task 5.2.(1) c | 12 | MO | $ | |||
| 1015 | Financial Planning Services - Insurance review and education, Task 5.2.(1) d | 12 | MO | $ | ||
| 1016 | 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 | 12 | MO | $ | ||
| 1017 | Optional Financial Planning Services - Mortgage loans and refinancing, Task 5.2(2) a | 12 | MO | $ | ||
| 1018 | Optional Financial Planning Services - Extensive Financial coaching, Task 5.2(2) b | 12 | MO | $ | ||
| 1019 | Optional Financial Planning Services - Referrals to community resources, Task 5.2(2) c | 12 | MO | $ | ||
| 1020 | Optional Financial Planning Services - Six additional live and on-demand money management webinars, Task 5.2(2) d | 12 | MO | $ | ||
| 1021 | Optional Financial Planning Services - Credit Management, Task 5.2(2) e | 12 | MO | $ | ||
| 1022 | Optional Financial Planning Services - Planning for college expenses and addressing student loans, Task 5.2(2) f | 12 | MO | $ | ||
| 1023 | Monitoring and Data Reporting - Finance data, Task 5.3.(1) | 12 | MO | $ | ||
| 1024 | Monitoring and Data Reporting - Legal data, Task 5.3.(2) | 12 | MO | $ | ||
| 1025 | Monitoring and Data Reporting - Additional monthly monitoring/data, Task 5.3.(3) | 12 | MO | $ | ||
| 1026 | Survey, Task 5.4 | 1 | EA | $ | ||
| 1027 | Referral Process, Documents and Videos Task 5.5 (a-h) | 12 | MO | $ | ||
| 1028 | Customer Service Call Center/Concierge, Task 5.6 | 12 | MO | $ | ||
| 1029 | ODC | Optional Legal Services - Identity theft, Task 5.1 (2) a Identity Theft to be paid as Other Direct Costs (ODCs), Not-to-Exceed $35,000. See PWS Section Task 5.1 (2) a | 1 | LT | $35,000.00 | $35,000.00 | |
| 1030 | ODC | Referral Resource Tool to be paid as Other Direct Costs (ODCs), Not-to-Exceed specified amount based on contractor approach for Task 5.5. See PWS Section 4.4(b) | 1 | LT | $ | ||
| 1031 | ODC | Other Languages, Task 5.7 | |||||
| Language Translation to be paid as Other Direct Costs (ODCs), Not-to-Exceed $20,000. | 1 | LT | $20,000.00 | $20,000.00 | ||
| OPTION PERIOD 1 - MANDATORY TASKS | $ | |||||
| OPTION PERIOD 1 - OPTIONAL TASKS | $ | |||||
| OPTION PERIOD 1 TOTAL (MANDATORY AND OPTIONAL) | $ |
| OPTION PERIOD 2 - 12-MONTHS | ||||||
| Item No. | Description | Quantity | Unit | Unit Price | Total Price | |
| 2001 | Kick Off Meeting (NSP), Task 4.1 | 1 | EA | NSP | NSP | |
| 2002 | Project Mangement Plan (PMP), Task 4.2 - Not required in Option Period 2 | |||||
| 2003 | Legal Services - Simple Wills (Estate Planning), Task 5.1 (1) a | 12 | MO | $ | ||
| 2004 | Legal Services - Advanced Directives, Task 5.1 (1) b | 12 | MO | $ | ||
| 2005 | Legal Services - Power of Attorney (POA) and Durable Power of Attorney (DPOA), Task 5.1 (1) c | 12 | MO | $ | ||
| 2006 | Legal Services - Guardian of Veteran, Task 5.1 (1) d | 12 | MO | $ | ||
| 2007 | Legal Services - Referrals to community resources, Task 5.1 (1) e | 12 | MO | $ | ||
| 2008 | Legal Services - Educational programs relevant to Advanced Directives, Simple Wills (Estate Planning) and Guardianship, Task 5.1 (1) f | 12 | MO | $ | ||
| 2009 | 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 | 12 | MO | $ | ||
| Optional Legal Services - Priced in LIN 0029 as ODC | Optional Legal Services - Identity theft, Task 5.1 (2) a | ||||||
| 2010 | Optional Legal Services - Draft documents pertaining to credit reporting agencies, businesses and debt collector notifications, Task 5.1 (2) b | 12 | MO | $ | ||
| 2011 | Optional Legal Services - Letter preparation or reviews/ and/or phone calls made/received by attorney pertaining to civil disputes Task 5.1 (2) c | 12 | MO | $ | ||
| 2012 | Financial Planning Services - Household budgeting, Task 5.2.(1) a | 12 | MO | $ | ||
| 2013 | Financial Planning Services - Debt management, Task 5.2.(1) b | 12 | MO | $ | ||
| 2014 | Financial Planning Services - Retirement planning review and education | |||||
| Task 5.2.(1) c | 12 | MO | $ | |||
| 2015 | Financial Planning Services - Insurance review and education, Task 5.2.(1) d | 12 | MO | $ | ||
| 2016 | 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 | 12 | MO | $ | ||
| 2017 | Optional Financial Planning Services - Mortgage loans and refinancing, Task 5.2(2) a | 12 | MO | $ | ||
| 2018 | Optional Financial Planning Services - Extensive Financial coaching, Task 5.2(2) b | 12 | MO | $ | ||
| 2019 | Optional Financial Planning Services - Referrals to community resources, Task 5.2(2) c | 12 | MO | $ | ||
| 2020 | Optional Financial Planning Services - Six additional live and on-demand money management webinars, Task 5.2(2) d | 12 | MO | $ | ||
| 2021 | Optional Financial Planning Services - Credit Management, Task 5.2(2) e | 12 | MO | $ | ||
| 2022 | Optional Financial Planning Services - Planning for college expenses and addressing student loans, Task 5.2(2) f | 12 | MO | $ | ||
| 2023 | Monitoring and Data Reporting - Finance data, Task 5.3.(1) | 12 | MO | $ | ||
| 2024 | Monitoring and Data Reporting - Legal data, Task 5.3.(2) | 12 | MO | $ | ||
| 2025 | Monitoring and Data Reporting - Additional monthly monitoring/data, Task 5.3.(3) | 12 | MO | $ | ||
| 2026 | Survey, Task 5.4 | 1 | EA | $ | ||
| 2027 | Referral Process, Documents and Videos Task 5.5 (a-h) | 12 | MO | $ | ||
| 2028 | Customer Service Call Center/Concierge, Task 5.6 | 12 | MO | $ | ||
| 2029 | ODC | Optional Legal Services - Identity theft, Task 5.1 (2) a Identity Theft to be paid as Other Direct Costs (ODCs), Not-to-Exceed $35,000. See PWS Section Task 5.1 (2) a | 1 | LT | $35,000.00 | $35,000.00 | |
| 2030 | ODC | Referral Resource Tool to be paid as Other Direct Costs (ODCs), Not-to-Exceed specified amount based on contractor approach for Task 5.5. See PWS Section 4.4(b) | 1 | LT | $ | ||
| 2031 | ODC | Other Languages, Task 5.7 | |||||
| Language Translation to be paid as Other Direct Costs (ODCs), Not-to-Exceed $20,000. | 1 | LT | $20,000.00 | $20,000.00 | ||
| OPTION PERIOD 2 - MANDATORY TASKS | $ | |||||
| OPTION PERIOD 2 - OPTIONAL TASKS | $ | |||||
| OPTION PERIOD 2 TOTAL (MANDATORY AND OPTIONAL) | $ |
| OPTION PERIOD 3 - 12-MONTHS | ||||||
| Item No. | Description | Quantity | Unit | Unit Price | Total Price | |
| 3001 | Kick Off Meeting (NSP), Task 4.1 | 1 | EA | NSP | NSP | |
| 3002 | Project Mangement Plan (PMP), Task 4.2 - Not required in Option Period 3 | |||||
| 3003 | Legal Services - Simple Wills (Estate Planning), Task 5.1 (1) a | 12 | MO | $ | ||
| 3004 | Legal Services - Advanced Directives, Task 5.1 (1) b | 12 | MO | $ | ||
| 3005 | Legal Services - Power of Attorney (POA) and Durable Power of Attorney (DPOA), Task 5.1 (1) c | 12 | MO | $ | ||
| 3006 | Legal Services - Guardian of Veteran, Task 5.1 (1) d | 12 | MO | $ | ||
| 3007 | Legal Services - Referrals to community resources, Task 5.1 (1) e | 12 | MO | $ | ||
| 3008 | Legal Services - Educational programs relevant to Advanced Directives, Simple Wills (Estate Planning) and Guardianship, Task 5.1 (1) f | 12 | MO | $ | ||
| 3009 | 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 | 12 | MO | $ | ||
| Optional Legal Services - Priced in LIN 0029 as ODC | Optional Legal Services - Identity theft, Task 5.1 (2) a | ||||||
| 3010 | Optional Legal Services - Draft documents pertaining to credit reporting agencies, businesses and debt collector notifications, Task 5.1 (2) b | 12 | MO | $ | ||
| 3011 | Optional Legal Services - Letter preparation or reviews/ and/or phone calls made/received by attorney pertaining to civil disputes Task 5.1 (2) c | 12 | MO | $ | ||
| 3012 | Financial Planning Services - Household budgeting, Task 5.2.(1) a | 12 | MO | $ | ||
| 3013 | Financial Planning Services - Debt management, Task 5.2.(1) b | 12 | MO | $ | ||
| 3014 | Financial Planning Services - Retirement planning review and education | |||||
| Task 5.2.(1) c | 12 | MO | $ | |||
| 3015 | Financial Planning Services - Insurance review and education, Task 5.2.(1) d | 12 | MO | $ | ||
| 3016 | 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 | 12 | MO | $ | ||
| 3017 | Optional Financial Planning Services - Mortgage loans and refinancing, Task 5.2(2) a | 12 | MO | $ | ||
| 3018 | Optional Financial Planning Services - Extensive Financial coaching, Task 5.2(2) b | 12 | MO | $ | ||
| 3019 | Optional Financial Planning Services - Referrals to community resources, Task 5.2(2) c | 12 | MO | $ | ||
| 3020 | Optional Financial Planning Services - Six additional live and on-demand money management webinars, Task 5.2(2) d | 12 | MO | $ | ||
| 3021 | Optional Financial Planning Services - Credit Management, Task 5.2(2) e | 12 | MO | $ | ||
| 3022 | Optional Financial Planning Services - Planning for college expenses and addressing student loans, Task 5.2(2) f | 12 | MO | $ | ||
| 3023 | Monitoring and Data Reporting - Finance data, Task 5.3.(1) | 12 | MO | $ | ||
| 3024 | Monitoring and Data Reporting - Legal data, Task 5.3.(2) | 12 | MO | $ | ||
| 3025 | Monitoring and Data Reporting - Additional monthly monitoring/data, Task 5.3.(3) | 12 | MO | $ | ||
| 3026 | Survey, Task 5.4 | 1 | EA | $ | ||
| 3027 | Referral Process, Documents and Videos Task 5.5 (a-h) | 12 | MO | $ | ||
| 3028 | Customer Service Call Center/Concierge, Task 5.6 | 12 | MO | $ | ||
| 3029 | ODC | Optional Legal Services - Identity theft, Task 5.1 (2) a Identity Theft to be paid as Other Direct Costs (ODCs), Not-to-Exceed $35,000. See PWS Section Task 5.1 (2) a | 1 | LT | $35,000.00 | $35,000.00 | |
| 3030 | ODC | Referral Resource Tool to be paid as Other Direct Costs (ODCs), Not-to-Exceed specified amount based on contractor approach for Task 5.5. See PWS Section 4.4(b) | 1 | LT | $ | ||
| 3031 | ODC | Other Languages, Task 5.7 | |||||
| Language Translation to be paid as Other Direct Costs (ODCs), Not-to-Exceed $20,000. | 1 | LT | $20,000.00 | $20,000.00 | ||
| OPTION PERIOD 3 - MANDATORY TASKS | $ | |||||
| OPTION PERIOD 3 - OPTIONAL TASKS | $ | |||||
| OPTION PERIOD 3 TOTAL (MANDATORY AND OPTIONAL) |
| OPTION PERIOD 4 - 12-MONTHS | ||||||
| Item No. | Description | Quantity | Unit | Unit Price | Total Price | |
| 4001 | Kick Off Meeting (NSP), Task 4.1 | 1 | EA | NSP | NSP | |
| 4002 | Project Mangement Plan (PMP), Task 4.2 - Not required in Option Period 4 | |||||
| 4003 | Legal Services - Simple Wills (Estate Planning), Task 5.1 (1) a | 12 | MO | $ | ||
| 4004 | Legal Services - Advanced Directives, Task 5.1 (1) b | 12 | MO | $ | ||
| 4005 | Legal Services - Power of Attorney (POA) and Durable Power of Attorney (DPOA), Task 5.1 (1) c | 12 | MO | $ | ||
| 4006 | Legal Services - Guardian of Veteran, Task 5.1 (1) d | 12 | MO | $ | ||
| 4007 | Legal Services - Referrals to community resources, Task 5.1 (1) e | 12 | MO | $ | ||
| 4008 | Legal Services - Educational programs relevant to Advanced Directives, Simple Wills (Estate Planning) and Guardianship, Task 5.1 (1) f | 12 | MO | $ | ||
| 4009 | 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 | 12 | MO | $ | ||
| Optional Legal Services - Priced in LIN 0029 as ODC | Optional Legal Services - Identity theft, Task 5.1 (2) a | ||||||
| 4010 | Optional Legal Services - Draft documents pertaining to credit reporting agencies, businesses and debt collector notifications, Task 5.1 (2) b | 12 | MO | $ | ||
| 4011 | Optional Legal Services - Letter preparation or reviews/ and/or phone calls made/received by attorney pertaining to civil disputes Task 5.1 (2) c | 12 | MO | $ | ||
| 4012 | Financial Planning Services - Household budgeting, Task 5.2.(1) a | 12 | MO | $ | ||
| 4013 | Financial Planning Services - Debt management, Task 5.2.(1) b | 12 | MO | $ | ||
| 4014 | Financial Planning Services - Retirement planning review and education | |||||
| Task 5.2.(1) c | 12 | MO | $ | |||
| 4015 | Financial Planning Services - Insurance review and education, Task 5.2.(1) d | 12 | MO | $ | ||
| 4016 | 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 | 12 | MO | $ | ||
| 4017 | Optional Financial Planning Services - Mortgage loans and refinancing, Task 5.2(2) a | 12 | MO | $ | ||
| 4018 | Optional Financial Planning Services - Extensive Financial coaching, Task 5.2(2) b | 12 | MO | $ | ||
| 4019 | Optional Financial Planning Services - Referrals to community resources, Task 5.2(2) c | 12 | MO | $ | ||
| 4020 | Optional Financial Planning Services - Six additional live and on-demand money management webinars, Task 5.2(2) d | 12 | MO | $ | ||
| 4021 | Optional Financial Planning Services - Credit Management, Task 5.2(2) e | 12 | MO | $ | ||
| 4022 | Optional Financial Planning Services - Planning for college expenses and addressing student loans, Task 5.2(2) f | 12 | MO | $ | ||
| 4023 | Monitoring and Data Reporting - Finance data, Task 5.3.(1) | 12 | MO | $ | ||
| 4024 | Monitoring and Data Reporting - Legal data, Task 5.3.(2) | 12 | MO | $ | ||
| 4025 | Monitoring and Data Reporting - Additional monthly monitoring/data, Task 5.3.(3) | 12 | MO | $ | ||
| 4026 | Survey, Task 5.4 | 1 | EA | $ | ||
| 4027 | Referral Process, Documents and Videos Task 5.5 (a-h) | 12 | MO | $ | ||
| 4028 | Customer Service Call Center/Concierge, Task 5.6 | 12 | MO | $ | ||
| 4029 | ODC | Optional Legal Services - Identity theft, Task 5.1 (2) a Identity Theft to be paid as Other Direct Costs (ODCs), Not-to-Exceed $35,000. See PWS Section Task 5.1 (2) a | 1 | LT | $35,000.00 | $35,000.00 | |
| 4030 | ODC | Referral Resource Tool to be paid as Other Direct Costs (ODCs), Not-to-Exceed specified amount based on contractor approach for Task 5.5. See PWS Section 4.4(b) | 1 | LT | $ | ||
| 4031 | ODC | Other Languages, Task 5.7 | |||||
| Language Translation to be paid as Other Direct Costs (ODCs), Not-to-Exceed $20,000. | 1 | LT | $20,000.00 | $20,000.00 | ||
| OPTION PERIOD 4 - MANDATORY TASKS | ||||||
| OPTION PERIOD 4 - OPTIONAL TASKS | $ | |||||
| OPTION PERIOD 4 TOTAL (MANDATORY AND OPTIONAL) | $ | |||||
| GRAND TOTAL (MANDATORY AND OPTIONAL) | $ |
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