HT001125R0011 Atch 02 CDRL.pdf

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Primary Care Behavioral Health Expert Trainers
Solicitation number
HT001125R0011
Issued by

About this file

This file is a Contract Data Requirements List (CDRL) for a Defense Health Agency solicitation for Primary Care Behavioral Health Expert Trainers. The CDRL outlines nine specific deliverables the contractor must submit throughout the contract, including a Quality Control Plan, Transition-Out Plan, Non-Disclosure Agreements, Program Management Plan, Monthly Progress Reports, Subcontractor Expenditures Plan, Monthly Trainer Productivity Metrics, Contingency Operations Plan, and Implementation Support Activity Reports. Each deliverable has specific submission timelines, such as the Quality Control Plan due within 10 days of contract award and the Monthly Progress Report due by the 15th of each month.

The associated solicitation is for a Firm Fixed-Price contract valued at 60 months (12-month base period with four 12-month option periods, plus potential 6-month extension), set aside for 8(a) concerns. The primary objective is to provide installation-level training support for Primary Care Behavioral Health (PCBH) clinical processes, with psychologist Subject Matter Experts delivering trainings, mentoring Behavioral Health Consultants, supporting Military Treatment Facility implementations, and supporting Care Management Model delivery. Services will be performed remotely across the United States, focusing on ensuring compliance with specific Department of Defense instructions and directives related to behavioral health care delivery.

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CONTRACT DATA REQUIREMENTS LIST

Data Item Title

0001 Quality Control Plan

0002 Transition Out Plan

0003 Nondisclosure Agreement

0004 Program Management Plan

0005 Monthly Progress Report

0006 Subcontractor Expenditures Plan

0007 Monthly Trainer Productivity Metrics

0008 Contingency Operations Plan

0009 Implementation Support Activity Report

HT001125R0001 Attachment 02, Page 1 of 10

PREVIOUS EDITION MAY BE USED.

DD FORM 1423, FEB 2024 Page 1 of 2

UNCLASSIFIED

UNCLASSIFIED

CONTRACT DATA REQUIREMENTS LIST

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

TDP TM OTHER CONTRACT REQUIREMENTS

D. SYSTEM/ITEM

Expert Trainer Services

E. CONTRACT/PR NO. F. CONTRACTOR

1. DATA ITEM NO.

CDRL 001

2. TITLE OF DATA ITEM

QUALITY CONTROL PLAN

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-80004

5. CONTRACT REFERENCE

CDRL 001

6. REQUIRING OFFICE

DHA/MA

7. DD 250 REQ

LT

8. APP CODE

N/A

9. DIST STATEMENT

REQUIRED

N/A

10. FREQUENCY

See Block 16

11. AS OF DATE

See Block 16

12. DATE OF FIRST SUBMISSION

See Block 16

13. DATE OF SUBSEQUENT

SUBMISSION

See Block 16

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

Draft Final

Reg Repro

16. REMARKS

Block 4: The contractor shall develop and maintain an effective QC program to ensure services are performed in accordance with this PWS. The data item description shall be tailored such that the contractor shall detail procedures to identify, prevent, and ensure nonrecurrence of defective services.

Blocks 10, 11, 12, and 13: A Quality Control Plan (QCP) shall be due no later than 10 days after contract award. A comprehensive QCP shall be submitted to the CO and COR within 5 working days when changes are made thereafter.

Block 14: Delivery is electronic via e-mail to the COR and CO

See Block 16

15.TOTAL

17. PRICE GROUP

18. ESTIMATED

TOTAL PRICE

G. PREPARED BY H. SIGNATURE I. APPROVED BY J. SIGNATURE

HT001125R0001 Attachment 02, Page 2 of 10

UNCLASSIFIED

UNCLASSIFIED

CONTRACT DATA REQUIREMENTS LIST

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

TDP TM OTHER CONTRACT REQUIREMENTS

D. SYSTEM/ITEM

Expert Trainer Services

E. CONTRACT/PR NO. F. CONTRACTOR

1. DATA ITEM NO.

CDRL 002

2. TITLE OF DATA ITEM

Transition-Out Plan

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-81945

5. CONTRACT REFERENCE

CDRL 002

6. REQUIRING OFFICE

DHA/MA

7. DD 250 REQ

LT

8. APP CODE

N/A

9. DIST STATEMENT

REQUIRED

N/A

10. FREQUENCY

See Block 16

11. AS OF DATE

See Block 16

12. DATE OF FIRST SUBMISSION

See Block 16

13. DATE OF SUBSEQUENT

SUBMISSION

See Block 16

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

Draft Final

Reg Repro

16. REMARKS

Block 4: In addition to requirements listed on the Data Item Description, the Transition-Out plan shall also include review, evaluation, and transition of current support services; transition of historic data to new Contractor system; transfer of hardware warranties and software licenses (if applicable); and transfer of all necessary business and/or technical documentation.

Blocks 10, 11, 12, 13: A final outgoing transition plan shall be submitted no later than 180 calendar days before the contract completion date.

Block 16: Delivery is electronic via e-mail to the COR

See Block 16

15.TOTAL

17. PRICE GROUP

18. ESTIMATED

TOTAL PRICE

HT001125R0001 Attachment 02, Page 3 of 10

UNCLASSIFIED

UNCLASSIFIED

CONTRACT DATA REQUIREMENTS LIST

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

TDP TM OTHER CONTRACT REQUIREMENTS

D. SYSTEM/ITEM

Expert Trainer Services

E. CONTRACT/PR NO. F. CONTRACTOR

1. DATA ITEM NO.

CDRL 003

2. TITLE OF DATA ITEM

Non-Disclosure Agreement (NDA)

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-82241

5. CONTRACT REFERENCE

CDRL 003

6. REQUIRING OFFICE

DHA/MA

7. DD 250 REQ

LT

8. APP CODE

N/A

9. DIST STATEMENT

REQUIRED

N/A

10. FREQUENCY

See Block 16

11. AS OF DATE

See Block 16

12. DATE OF FIRST SUBMISSION

See Block 16

13. DATE OF SUBSEQUENT

SUBMISSION

See Block 16

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

Draft Final

Reg Repro

16. REMARKS

Blocks 10, 11, 12, 13: The NDA shall be executed no later than first day of employment and to be renewed upon exercising a contract option period.

Block 14: The contractor shall maintain originally signed NDAs of individual employees and provide copy to the COR. Delivery is electronic via e-mail to the COR.

See Block 16

15.TOTAL

17. PRICE GROUP

18. ESTIMATED

TOTAL PRICE

HT001125R0001 Attachment 02, Page 4 of 10

UNCLASSIFIED

UNCLASSIFIED

CONTRACT DATA REQUIREMENTS LIST

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

TDP TM OTHER CONTRACT REQUIREMENTS

D. SYSTEM/ITEM

Expert Trainer Services

E. CONTRACT/PR NO. F. CONTRACTOR

1. DATA ITEM NO.

CDRL 004

2. TITLE OF DATA ITEM

Program Management Plan

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-80004

5. CONTRACT REFERENCE

CDRL 004

6. REQUIRING OFFICE

DHA/MA

7. DD 250 REQ

LT

8. APP CODE

N/A

9. DIST STATEMENT

REQUIRED

N/A

10. FREQUENCY

See Block 16

11. AS OF DATE

See Block 16

12. DATE OF FIRST SUBMISSION

See Block 16

13. DATE OF SUBSEQUENT

SUBMISSION

See Block 16

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

Draft Final

Reg Repro

16. REMARKS

Block 4: In addition to specific contents listed on the data item description, as part of the Program Management Plan, the Contractor shall maintain a recall roster in the event the Government is required to recall or account for all contractors.

Blocks 10, 11, 12, 13: The Program Management Plan shall be due ten (10) calendar days after the award of the order. The Program Management Plan shall be submitted to the CO and COR within 5 working days when changes are made thereafter.

Block 14: Delivery is electronic via e-mail to the COR and CO

17. PRICE GROUP

18. ESTIMATED

TOTAL PRICE

HT001125R0001 Attachment 02, Page 5 of 10

UNCLASSIFIED

UNCLASSIFIED

CONTRACT DATA REQUIREMENTS LIST

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

TDP TM OTHER CONTRACT REQUIREMENTS

D. SYSTEM/ITEM

Expert Trainer Services

E. CONTRACT/PR NO. F. CONTRACTOR

1. DATA ITEM NO.

CDRL 005

2. TITLE OF DATA ITEM

Monthly Progress Report (MPR)

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MISC-80368

5. CONTRACT REFERENCE

CDRL 005

6. REQUIRING OFFICE

DHA/MA

7. DD 250 REQ

LT

8. APP CODE

N/A

9. DIST STATEMENT

REQUIRED

N/A

10. FREQUENCY

See Block 16

11. AS OF DATE

See Block 16

12. DATE OF FIRST SUBMISSION

See Block 16

13. DATE OF SUBSEQUENT

SUBMISSION

See Block 16

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

Draft Final

Reg Repro

16. REMARKS

Block 4: The Data Item Description for Status Report will be tailored such that the MPR outlines the expenditures, billings, progress, status, and any problems/ issues or opportunities encountered in the performance of this task, such as cost efficiencies, lessons learned and suggested performance improvement actions/recommendations. The contractor shall work with the COR on the MPR format. The MPR shall include the labor hours expended, by labor category, for each task and sub-task.

Blocks 10, 11, 12, 13: The report is due no later than 45 Days After Contract Award and by the fifteenth (15th) of each month thereafter.

Block 14: Delivery is electronic via e-mail to the COR

17. PRICE GROUP

18. ESTIMATED

TOTAL PRICE

HT001125R0001 Attachment 02, Page 6 of 10

UNCLASSIFIED

UNCLASSIFIED

CONTRACT DATA REQUIREMENTS LIST

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

TDP TM OTHER CONTRACT REQUIREMENTS

D. SYSTEM/ITEM

Expert Trainer Services

E. CONTRACT/PR NO. F. CONTRACTOR

1. DATA ITEM NO.

CDRL 006

2. TITLE OF DATA ITEM

Subcontractor Expenditures Plan

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-82355

5. CONTRACT REFERENCE

CDRL 006

6. REQUIRING OFFICE

DHA/MA

7. DD 250 REQ

LT

8. APP CODE

N/A

9. DIST STATEMENT

REQUIRED

N/A

10. FREQUENCY

See Block 16

11. AS OF DATE

See Block 16

12. DATE OF FIRST SUBMISSION

See Block 16

13. DATE OF SUBSEQUENT

SUBMISSION

See Block 16

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

Draft Final

Reg Repro

16. REMARKS

Block 4: The Contractor shall include preparation and delivery of a Subcontract Expenditures Report that discloses actual subcontract expenditures by company name, business size standard (i.e. Woman Owned Business, Veteran Owned Business, etc.), and other socioeconomic programs (i.e. Indian Incentive Program, Historically Black Colleges and Universities and Minority Institutions, etc.).

Blocks 10, 11, 12, 13: Subcontractor Expenditures Plan shall be submitted 30 Days After Contract Award.

Block 14: Delivery is electronic via e-mail to the COR

See Block 16

15.TOTAL

17. PRICE GROUP

18. ESTIMATED

TOTAL PRICE

HT001125R0001 Attachment 02, Page 7 of 10

UNCLASSIFIED

UNCLASSIFIED

CONTRACT DATA REQUIREMENTS LIST

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

TDP TM OTHER CONTRACT REQUIREMENTS

D. SYSTEM/ITEM

Expert Trainer Services

E. CONTRACT/PR NO. F. CONTRACTOR

1. DATA ITEM NO.

CDRL 007

2. TITLE OF DATA ITEM

Monthly Trainer Productivity Metrics

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MISC-80508

5. CONTRACT REFERENCE

CDRL 007

6. REQUIRING OFFICE

DHA/MA

7. DD 250 REQ

LT

8. APP CODE

N/A

9. DIST STATEMENT

REQUIRED

N/A

10. FREQUENCY

See Block 16

11. AS OF DATE

See Block 16

12. DATE OF FIRST SUBMISSION

See Block 16

13. DATE OF SUBSEQUENT

SUBMISSION

See Block 16

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

Draft Final

Reg Repro

16. REMARKS

Block 4: The Data Item Description for Technical Report - Study/Services will be tailored such that the project coordinator will prepare and submit a summary of psychologist productivity metrics (i.e., mentoring calls, review of clinical documentation and recordings, trainings provided, additional implementation support activities conducted, and training products developed). The contractor shall work with the COR on the MPR format.

Blocks 10, 11, 12, 13: No later than 52 days after contract award and by the 22nd of each month thereafter.

Block 14: Delivery is electronic via e-mail to the COR

See Block 16

15.TOTAL

17. PRICE GROUP

18. ESTIMATED

TOTAL PRICE

HT001125R0001 Attachment 02, Page 8 of 10

UNCLASSIFIED

UNCLASSIFIED

CONTRACT DATA REQUIREMENTS LIST

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

TDP TM OTHER CONTRACT REQUIREMENTS

D. SYSTEM/ITEM

Expert Trainer Services

E. CONTRACT/PR NO. F. CONTRACTOR

1. DATA ITEM NO.

CDRL 008

2. TITLE OF DATA ITEM

Contingency Operations Plan

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-80004

5. CONTRACT REFERENCE

CDRL 008

6. REQUIRING OFFICE

DHA/MA

7. DD 250 REQ

LT

8. APP CODE

N/A

9. DIST STATEMENT

REQUIRED

N/A

10. FREQUENCY

See Block 16

11. AS OF DATE

See Block 16

12. DATE OF FIRST SUBMISSION

See Block 16

13. DATE OF SUBSEQUENT

SUBMISSION

See Block 16

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

Draft Final

Reg Repro

16. REMARKS

Block 4: The data item description shall be tailored such that the Contractor shall prepare and submit a Contingency Operations Plan to the Government. The Contingency Operations Plan shall document Contractor plans and procedures to maintain DHA support during an emergency. The Contingency Operations Plan shall include the following:

• A description of the Contractor’s emergency management procedures and policy

• A description of how the Contractor will account for their employees during an emergency

• Planned temporary work locations or alternate facilities

• How the Contractor will communicate with the COR and PCBH Program Director during emergencies

• A list of primary and alternate Contractor points of contact, each with primary and alternate:

• Telephone numbers

• E-mail addresses

• Procedures for protecting Government furnished equipment (if any)

• Procedures for safeguarding sensitive and/or classified Government information (if applicable)

Blocks 10, 11, 12, 13: The Contingency Operations Plan shall be due ten days after the award of the order, and shall be updated on a quarterly basis.

Block 14: Delivery is electronic via e-mail to the COR

17. PRICE GROUP

18. ESTIMATED

TOTAL PRICE

HT001125R0001 Attachment 02, Page 9 of 10

UNCLASSIFIED

UNCLASSIFIED

CONTRACT DATA REQUIREMENTS LIST

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

TDP TM OTHER CONTRACT REQUIREMENTS

D. SYSTEM/ITEM

Expert Trainer Services

E. CONTRACT/PR NO. F. CONTRACTOR

1. DATA ITEM NO.

CDRL 009

2. TITLE OF DATA ITEM

Implementation Support Activity Report

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MISC-80508

5. CONTRACT REFERENCE

CDRL 009

6. REQUIRING OFFICE

DHA/MA

7. DD 250 REQ

LT

8. APP CODE

N/A

9. DIST STATEMENT

REQUIRED

N/A

10. FREQUENCY

See Block 16

11. AS OF DATE

See Block 16

12. DATE OF FIRST SUBMISSION

See Block 16

13. DATE OF SUBSEQUENT

SUBMISSION

See Block 16

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

Draft Final

Reg Repro

16. REMARKS

Block 4: The Data Item Description for Technical Report–Study/Services will be tailored such that the report will include the date and a summary of each implementation support activity (e.g., mentorship call) performed by the Subject Matter Expert Psychologist contractors. The contractor shall work with the PCBH Program Managers on the report format.

Blocks 10, 11, 12, 13: Implementation support activity reports are due no later than 5 days after completion of the implementation support activity.

Block 14: Delivery is electronic to PCBH Program Managers.

See Block 16

15.TOTAL

17. PRICE GROUP

18. ESTIMATED

TOTAL PRICE

HT001125R0001 Attachment 02, Page 10 of 10

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