Attachment_J.4__PEO_IDIQ_Ordering_Guide.pdf

Provider Enrollment and Oversight

Indefinite-Delivery Indefinite-Quantity Contract

Ordering Guide

Attachment J.4 75FCMC18R0014 PEO IDIQ

I. Background

This Ordering Guide has been designed to meet the needs of the Center for Program Integrity (CPI) and Office of Acquisitions and Grants Management (OAGM) of the Centers for Medicare and Medicaid Services (CMS). This guide outlines the procedures for the competitive ordering processes under the PEO Multiple Award Indefinite-Delivery Indefinite-Quantity (MA IDIQ) contract.

All IDIQ holders shall be aware that the Contracting Officer (CO) has broad discretion with the method of awarding task orders under this MA IDIQ. The MA IDIQ holders are instructed to read each Task Order Request for Proposal (RFP) thoroughly.

II. Goals

The goal of this ordering guide is to:

• Conduct competitive fair opportunity task order procurements through an efficient and effective means to procure services that support their mission needs.

• Increase opportunities for small businesses to participate in meaningful provider enrollment and oversight work, to the maximum extent possible.

• Maximize the use of performance based contracting wherever possible.

• Reduce the need for redundant documentation and to establish standard procedures for proposal submissions to aid in rapid proposal review.

• Create a healthy competitive environment that will maximize, to the greatest extent possible, competitive pricing, best practices and the most innovative approaches to provider enrollment and oversight concerns.

• Establish a streamlined ordering procedure to enable the completion of a task order competition efficiently.

III. Authorized Users

CMS Contracting Officers

IV. Fair Opportunity

Fair Opportunity will be provided for all new task orders that do not meet one of the exceptions described in 16.505(b)(2). New task order awards may be set-aside for small business or for a specific socioeconomic status.

The specific needs of the requirement will dictate the specific acquisition procedures used.

Potential offerors may be provided “fair opportunity” through multiple market research tools to include: Requests for Information, Sources Sought, one-on-one meetings, Request for Proposals, Oral Presentations, etc. Offerors are encouraged to participate in all of these types of activities when they are an interested party.

For more information about exceptions to fair opportunity see Federal Acquisition Regulation (FAR) 16.505(b).

V. Task Order Types

The following types of orders may be awarded under this MA IDIQ contract.

A. Cost Reimbursement

i. Cost Plus Incentive Fee (CPIF) – See FAR Part 16.304

ii. Cost Plus Award Fee (CPAF) – See FAR Part 16.305

iii. *Cost Plus Fixed Fee (CPFF) – See FAR Part 16.306

iv. Cost (C) – See FAR Part 16.302

*CPFF - Fixed Fee Schedules will take one of the two forms identified in the

IDIQ (Completion or Term).

B. Fixed Price

i. Fixed Price Incentive – See FAR 16.204

ii. Fixed Price with Prospective / Retroactive Price Redetermination – See FAR Part 16.205/16.206)

iii. Fixed Price with Economic Price Adjustment – See FAR Part 16.203

iv. Fixed Price Level of Effort Term – See FAR Part 16.207

v. Firm Fixed Price – See FAR Part 16.202

VI. Ordering Procedures

A. Approach

Contractors are reminded that under this IDIQ, and in accordance with the FAR, the “…competition requirements in Part 6 and the policies in Subpart 15.3 do not apply to the ordering processes.” The specific elements of each procurement will be based on the needs of the specific requirement and will be shared with the MA IDIQ holders in the manner determined most appropriate by the CO.

B. Protests

See FAR 16.505(a)(10)

VII. Ordering Process

A. Market Research o For any task order the CO reserves the right to contact the MA IDIQ holders to seek streamlined capability information or use other methods to assess capability of contractors.

B. Task Order Request for Proposal Requirements

1) The CMS COs are first required to provide a Within-Scope Justification along with the draft Task Order SOW to the IDIQ CO and IDIQ Contract Specialist (CS). Prior to providing their approval, the IDIQ CO or CS will coordinate with the appropriate CPI point of contact to confirm that the work is within scope of the PEO requirements.

2) The CMS CO can obtain the latest PEO Contractor email distribution list from the IDIQ CS. All solicitations and market research requests shall be solicited via email to the distribution lists of the appropriate set-aside category, if applicable.

3) The PEO IDIQ provides maximum flexibility to CO’s to create tailored ordering procedures for each task order. The only requirements are that the order consider past performance on previous task orders under the contract and cost/price. For any unrestricted task orders, CO’s must also consider small business utilization.

The CO can add other evaluation criteria as needed. CO’s are encouraged to keep the evaluation as streamlined as possible and ensure they follow the ordering procedures described in FAR 16.505.

4) CO’s are responsible for following all applicable FAR, HHSAR, and local policy requirements in awarding task orders.

5) Organizational Conflicts of Interest (OCI) shall be assessed prior to each task order award.

6) Task Order RFPs must include, at a minimum, the information required by FAR

16.505. Note that there are additional minimum requirements for orders exceeding $5.5 million under FAR 16.505.

7) After awarding the task order, the CO shall notify the IDIQ CS and provide a copy of the task order award document.

VIII. PEO IDIQ Points of Contact

See contract Section G.5 Government Representatives and Responsibilities

See contract Section G.5 Government Representatives and Responsibilities