N0018917RZ092_17RZ092-P00005.docx

N0018917RZ092

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION A - SOLICITATION/CONTRACT FORM

The required response date/time 12-Jan-2018 04:00 PM has been added.

SECTION C - DESCRIPTIONS AND SPECIFICATIONS

The following have been modified:

PERFORMANCE WORK STATEMENT

BUMED FINANCIAL AND BUSINESS OPERATIONS MANAGEMENT SUPPORT (FBOMS)

1.0 SCOPE

In recent years, the Military Health System (MHS) has been operating in an environment of constant change. The establishment of the Defense Health Agency (DHA) promoted efficiencies through the shared service functions, requiring increased integration with each of the Service medical branches. With the enactment of the FY17 National Defense Authorization Act (NDAA), further integration is forthcoming with significant changes in the areas of leadership, governance, and the delivery of healthcare for the entire MHS. These changes will affect the role, culture, and work of front-line doctors, nurses, and all staff of Navy Medicine. Additional disruptors such as the implementation of the electronic health record, MHS GENISIS, a move to a new financial accounting system, and the impending financial audit all put Navy Medicine in a position to experience further transformational changes. As such, proactive steps need to be taken to improve outcomes for the organization. In an environment of ever increasing need for efficiency and effectiveness due to downward pressure on costs, a focus on people, process, technology and policy will allow Navy Medicine to recognize success. Navy Medicine requires support to ensure that those people, process, technology and policies are adequately supporting its mission and ability to deliver the goal of the MHS Quadruple Aim: readiness, cost effectiveness, population health and patient experience.

1. 1 Background BUMED provides high quality, economical health care to beneficiaries in wartime and in peacetime. Highly trained personnel deploy with Sailors and Marines worldwide - providing critical mission support aboard ship, in the air and on the battlefield. At the same time, BUMED’s military and civilian health care professionals are providing care for uniformed services' family members and retirees at military treatment facilities around the globe. Every day, no matter what the environment, BUMED is ready to care for those in need - anytime, anywhere. This program, complete with program management and operation support services, financial management operations, business process improvement, change management and information management support, all in a geographically dispersed environment, provides best business practices that support and enhance the overall mission capabilities. It also provides opportunity for improvement for all core business functions throughout BUMED. Previous business process improvement projects have included development of internal control testing programs; documentation of financial statement reporting processes, implementation of logistics training programs; and development of Standard Operating Procedures encompassing multiple business processes.

1. 2 Objectives A substantial amount of the work to be performed under the instant requirement relates to audit readiness and audit support services, and all of the task areas and labor categories may relate to audit readiness and audit support services, either directly or indirectly. Program management and operation support services, financial management operations, business process improvement, change management and information management support activities provide best business practices that support and enhance the overall mission capabilities. It also provides opportunity for an integrated approach across financial, logistics, facilities and information technology core business functions throughout BUMED as they prepare for financial statement audit. These functions will facilitate improved resource execution through timely, accurate and reliable information gained from the various business process and improvement activities identified throughout this contract.

2.0 TASKS

2. 1 Program Management and Operation Support Services Program management means service in support of BUMED that contributes to the efficient and effective operation of programs. Services may be used at all organizational levels to help managers achieve maximum effectiveness or economy in their operations. Services may include:

· Providing advice regarding developments in industry, university, or foundation research;

· Providing the opinions, special knowledge, or skills of noted experts;

· Enhancing the understanding of, and developing alternative solutions to, complex issues;

· Provide support to those that research and review existing standards.

The contractor shall provide support to BUMED’s Logistics program by supporting overall program planning, and providing coordination, oversight, and management of medical logistics. Contractor support shall include BUMED’s Facilities and Environmental program offices. The contractor shall sustain BUMED’s real property program, special projects program, sustainability and energy program, Energy Conservation Investment Program (ECIP), and environmental program. The contractor shall provide Regional Business Operations Support for Navy Medicine’s Regions – Navy Medicine East (Portsmouth, VA), Navy Medicine West (San Diego, CA), Navy Medicine Education Training and Logistics (San Antonio, TX), Navy Medical Logistics Command (Frederick, MD) and Field Support Activity (Falls Church, VA) to include the Regional headquarters and the MTFs in their respective area of responsibility. This support shall coordinate Regional and Command Level efforts related to tasks listed above, including identifying and prioritizing Regional business operations issues to facilitate resolution.

The contractor shall provide project management coordination and monitor Financial Management related systems at BUMED activities. The contractor shall conduct analysis of the current data flow processes for all resource systems and recommend appropriate interim (1-2 years) and target (3-5 years) financial resource systems integration. The contractor shall research and identify corrective actions to integrate and apply consistent business rules and standard definitions for the BUMED AOR and DoD MHS enterprise wide systems, which includes ongoing Financial Table Update Requirements within the appropriate financial systems. The contractor shall identify manual processes and conduct evaluations for possible development into an automated system environment. The Contractor shall monitor and recommend steps to ensure compliance with relevant finance initiatives.

The contractor shall provide the following support: Radio Frequency Identification (RFID) program assessment, evaluation, and management; logistics metrics development, tracking, and reporting; logistics policy development and sustainment; BUMED property management office support; and support to the Occupational Health (OH) and Industrial Hygiene (IH) programs at Navy Medicine activities. Tasks require knowledge and experience in facility management, planning, budgeting, scheduling, and environmental and energy conservation with knowledge of BUMED Regions, Activities, and the ongoing DHA transition.

2.2 Studies and Analysis

The contractor shall provide subject matter expertise and technical, administrative, editorial and graphics assistance for the purpose of preparing special reports, studies, analyses, and briefing papers on various financial, administrative, and business process matters related to overall activities and process management. Such work encompasses: conducting information searches; scientific, medical, financial, and technical writing; editing; graphics preparation; and report layout and production. The Contractor shall explain methodologies that have been employed, discuss findings, list possible alternatives for consideration, and rank action alternatives with explanations as to the advantages and disadvantages of each. The contractor shall review, coordinate and validate data analysis for various initiatives related to base re-alignments and their effect on resource management systems. (The following list are some examples of studies that may be required: a study of the impact of a change in FASAB Accounting Standards; an analysis of the impact of a system change; a study of the workload impact at MTFs due to a legislative change (for example if we are able to bill a new class of beneficiaries.)

2.3 Financial Management Operations and Audit Support

The contractor shall assist with budget cycle support, prepare analyses and other input necessary to address budget-related questions; maintain data in financial management system; interpret budget directives; and monitor, compile, compare and analyze program expenditures. The contractor shall perform budget/financial management operations, administration, expenditures, audit support services, claims processing, and reconciliations.

The contractor shall provide audit support and shall assist with the management and execution of audit infrastructure tasks as Navy Medicine plans for and undergoes full financial statement audits of both the Defense Health Program (TI-97) and Navy General Fund (TI-17). The contractor shall develop and implement solutions to findings identified during audit, monitoring and validation of corrective actions and on-site logistics and liaison support to assist in meeting audit requirements. The contractor shall reconcile Universe of Transaction and Feeder System; and, coordinate transaction level populations. The contractor shall be responsible for Audit Response, Audit Remediation, Electronic Documentation Management.

The contractor shall support preparation for final audit through audit readiness testing. The contractor shall provide support for the execution of program activities to assess and test Navy Medicine internal controls over financial reporting, financial systems and non-financial operations. The contractor shall develop, implement and manage an Enterprise Risk Management (ERM) framework to support guidance from DHA and the Dept. of Navy. The contractor shall provide support for Managers’ Internal Control Program for both IT and Business Process Controls; develop Statement of Assurance content for ICOFR, ICONO and ICOFS; and, develop an ERM strategy in line with OMB Circular No. A-123.

2. 4 Business Process Improvement and Change Management The contractor shall develop and maintain an operational plan containing essential program/project planning information for use by executive management, analyze program/project progress, identify and resolve issues, account for resources and, report on the operational plan. The contractor shall plan and conduct life-cycle management reviews and impact assessments, as well as provide administrative and management planning support for analyzing, developing and updating policy and planning documents.

The contractor shall develop and implement Change Management and Communication Plans to support BUMED transition to new systems (financial or logistics). The contractor shall develop and implement a Change Management Plan that establishes orderly and effective procedures for tracking the submission, coordination, review, evaluation, categorization, and approval for all changes to job roles, process changes, policy changes and/organization changes. The contractor shall develop and implement a Communication Plan that defines the communication requirements and how information will be distributed including constraints, internal and external communications, identification of stakeholders, and resolution of communication-based conflicts or issues. External sources are external to BUMED and Navy Medicine includes other DoD Activites, Government Agencies and Commercial Activities. External sources include the Defense Health Agency, the Department of the Navy, and the OSD FIAR Office.

2. 5 Systems Deployment and Implementation The contractor shall provide support for the management of communications and change management to enable BUMED to develop and maintain open communication across the Enterprise to build and maintain awareness and support of BUMED, including identified on-site training needs, such as financial and logistics systems sustainment training, training on business processes and best practices for execution, and remote or webinar training. The contractor shall be responsible for training development, logistics coordination, training execution, and tracking and reporting. The contractor shall be responsible for strategic communication which includes communications to assist the Enterprise through anticipated large-scale organizational changes coming from the NDAA or ERP implementation. The contractor shall respond to requests from the enterprise related to program objectives and maintain an online repository in order to provide continual access to process documentation and training materials and to serve as a platform to provide standardized information across the Enterprise. The government currently utilizes SharePoint and is currently planning a transition to a DLA owned repository called Document Automation Content Service-Records Management (DACS-RM).

The contractor shall coordinate with respective Program Management Offices to provide on-site supplemental support for identified systems in Finance and Logistics. The contractor shall be responsible for pre-deployment, deployment, and post-deployment activities to BUMED facilities across the globe. The contractor shall provide day-to-day general customer support by identifying customer needs, and providing information on how to manage problems based on knowledge or frequently asked questions. The contractor shall classify customer problems and escalate unresolved problems to Tier 2 support personnel, as appropriate.

2. 6 Records Management The contractor shall provide a full range of functional expertise to include all activities related to information management, which include creating, capturing, registering, classifying, indexing, storing, retrieving, disposal of records, development of strategies to manage records. The contractor shall be responsible for the acquisition, control and disposal of records, disposal of library and other information products, items kept for reference purposes, and the provision of services to internal and external customers based on information resources. The contractor shall also be responsible for data administration, archival records and the handling of Freedom of Information Act (FOIA) requests.

2. 7 Information Management The contractor shall develop capability descriptions and associated documentation and provide assistance to the functional management of investments in the information systems; to include, : Integration of information management business practices and rules into the operational architecture; data dictionaries, and data standards to achieve the objective of cost reductions, performance gains and optimization of resources. The contractor shall ensure that the goals, objectives, and functionality of Military Health System automated information systems meet the needs of business operations in a deployable healthcare environment, and that the requisite tools and techniques support these information management activities. The contractor shall perform requirements management for the Military Health System, utilizing requirements management methods focused on identifying, analyzing, interpreting, and documenting the functional requirements that are associated with MHS core business functions. The contractor shall assist Government Information (Requirements) Managers by providing liaison between the Government and appropriate elements of the MHS business community, including functions of managing the business, provision of care, access to care, medical readiness, and population health management. This includes working as a liaison between different offices for all requirements management activities, acting as a facilitator (working with Government functional personnel and subject matter experts) to manage the development, and collection, and consolidation of functional requirements for entry into the MHS requirements management repository.

2.8 Event Coordination Support

The contractor shall assist with the organization and execution of large-scale meetings, conferences, workshops, symposia, and teleconferences, in support of each task order. Such logistical support involves collecting, compiling, organizing, and summarizing information relevant to and in preparation for a forthcoming event either in collaboration with multiple government agency event sponsors or as a task which is solely the responsibility of the Contractor; preparing meeting materials, slides, view graphs, videos, computer programs with animation, information packets, registration information, and other information for presentation and dissemination to event participants and sponsors; disseminating such information prior to or shortly after an event in various media formats, assisting with event organization by researching for and recommending facilitators, translators, and moderators; researching, recommending, and securing facilities and participant accommodations in support of events; and assisting with conducting events through registering participants, liaison with event facility employees and managers, and other logistical support activities incidental to the event. The contractor shall also assist staff in relocation and realignment to include preparation, organization, transportation and temporary storage and setup.

3.0 Qualifications

3.1 Personnel Qualifications

A description of the skills and experience level for each Labor Category is provided below. Each of the following labor categories require an Information Assurance (IA) certification as specified by DoD 8570.01-M (http://www.dtic.mil/whs/directives/corres/pdf/857001m.pdf) IA certifications are expected to be completed within 7 days of a task order award.

· Program Manager: Demonstrated experience and comprehensive knowledge of several related fields, and recognition as a leader within the IDIQ functions. Experience managing the activities of a group of management, organizational ability to direct multiple activities of a group of management, organizational and business process improvement staff to execute the business plans, developing plans and projects, determining needs, investigating and resolving problems, interfacing with other functions and outside personnel, preparing capital and operating requests, and managing staff.

Functional Responsibility: Will act as senior resource for a specific discipline or function. Organize and direct work, coordinate efforts with other functions, and direct personnel to achieve objectives. Directly supervises contractor employees. Responsible for interviewing, hiring, and training contractor employees. Responsible for staff development, planning, assigning and directing work. Responsible for addressing complaints and resolving problems.

· Project Manager: Demonstrated experience and ability to oversee and orchestrate and perform day-to-day management of assigned delivery order projects that involve teams of consultants and functional experts and analyst. Demonstrates proven skills in those technical areas addressed by the delivery order to be managed.

Functional Responsibility: Organizes, directs, and coordinates the planning and production of all activities associated with assigned delivery order projects, including assessment of staff and expenditure of ODCs. Demonstrates writing and oral communication skills.

· Business Process Engineer - Principal: Twelve years experience in business process re-engineering with demonstrated, increasing responsibilities within this field. Master’s degree required. Position requires 4-6 years of business technology experience with a variety of assignments. Strong verbal and written communication skills including the ability to create frequent business presentations. Influencing skills are critical. Ability to communicate verbally and in writing with business and technical personnel at all levels.

Functional Responsibility: Identify, assess, and record near, medium and long-term business needs and technology solutions. Conduct requirements gathering meetings, prepare meeting notes and follow up on agreed action items. Provide use-case scenarios. Prepare and track project plans for project inception to completion. Manage day-to-day individual workload, monitor milestones and critical dates. Document business requirements and communicate them to build team. Facilitate the implementation of new functionality, training and troubleshooting. Promote teamwork and knowledge sharing in pursuit of effective problem solving.

· Business Process Engineer - Senior: Eight years experience in business process re-engineering with demonstrated, increasing responsibilities within this field. Undergraduate degree required. Position requires 2-4 years of business technology experience with a variety of assignments. Strong verbal and written communication skills including the ability to create frequent business presentations. Influencing skills are critical. Ability to communicate verbally and in writing with business and technical personnel at all levels.

Functional Responsibility: Identify, assess, and record near, medium and long-term business needs and technology solutions. Conduct requirements gathering meetings, prepare meeting notes and follow up on agreed action items. Provide use-case scenarios. Prepare and track project plans for project inception to completion. Manage day-to-day individual workload, monitor milestones and critical dates. Document business requirements and communicate them to build team. Facilitate the implementation of new functionality, training and troubleshooting. Promote teamwork and knowledge sharing in pursuit of effective problem solving.

· Business Process Engineer - Middle: Four years experience in business process re-engineering with demonstrated, increasing responsibilities within this field. Undergraduate degree or equivalent experience required. Position requires 1-2 years of business technology experience with a variety of assignments. Strong verbal and written communication skills including the ability to create frequent business presentations. Ability to communicate verbally and in writing with business and technical personnel at all levels.

Functional Responsibility: Assist with identification, assessment, and recording of near, medium and long-term business needs and technology solutions. Prepare and track project plans for project inception to completion. Supervise day-to-day individual workload, monitor milestones and critical dates. Assist with facilitation of the implementation of new functionality, training and troubleshooting. Promote teamwork and knowledge sharing in pursuit of effective problem solving.

· Business Process Engineer - Junior: 1 year experience in working with business process re-engineering. Undergraduate degree or equivalent experience required.

Functional Responsibility: Assist with identification, assessment, and recording of near, medium and long-term business needs and technology solutions. Prepare and track project plans for project inception to completion. Assist with facilitation of the implementation of new functionality, training and troubleshooting. Participates in effective problem solving. Good verbal and written communication skills. Participates in frequent business presentations. Communicate verbally and in writing with business and technical personnel at all levels.

· BPR Specialist – Senior: Demonstrated experience and ability to lead or supervise a team of business process reengineering specialists. Ability to apply facilitation techniques, training, methodology development and evaluation across all phases of the modernization and improvement project. Ability to identify and recommend best practices, change management and business management techniques, organizational development, activity and data modeling, or information system development methods and practices.

Functional Responsibility: Apply process improvement and reengineering methodologies and principles to conduct process modernization projects. Effectively transition existing project and project teams, and facilitate project teams in the accomplishment of project activities and objectives. Provide group facilitation, interviewing, and training, and provide additional forms of knowledge transfer. Key coordinator among multiple project teams to ensure enterprise-wide integration of reengineering efforts. Provides daily supervision and direction to business process reengineering specialist.

· BPR Specialist – Middle: Demonstrated experience and ability to apply process improvement and reengineering methodologies and principles to conduct process modernization and improvement projects with minimal oversight. Ability to apply training, methodology development and evaluation across all phases of the modernization and improvement project. Ability to identify best practices, change management and business management techniques, organizational development, activity and data modeling, or information system development methods and practices.

Functional Responsibility: Support group facilitation, conduct interviews, and training, and additional forms of knowledge transfer. Key coordinator among multiple project teams to ensure enterprise-wide integration of reengineering efforts. Provides daily supervision and direction to business process reengineering specialist.

· BPR Specialist – Junior: Ability to apply process improvement and reengineering methodologies and principles to assist in process modernization and improvement projects in a supervised setting.

Functional Responsibility: Assist with group facilitation, interviewing, and training, and other forms of knowledge transfer. Duties include supervised activity and data modeling, developing modern business methods, identifying best practices, and creating and assessing performance measurements.

· Financial Manager – Senior: Demonstrated experience and ability to supervise or lead a team of financial management professionals. Demonstrated experience and ability to interpret and apply Federal financial regulations and accounting systems requirements.

Functional Responsibility: Serves as a leader ensuring that a group of financial management professionals are working in concert with automated complex business practices within the time frame specified by the customer and that all of the requirements are met. Present material before outside authorities for the client and/or prepare Program Managers for briefings and presentations. Evaluate and recommend metrics such as activity/event based costing, and other financial management options. Conduct complex business case analysis and detailed financial assessment of outsourcing requirements.

· Financial Manager – Middle: Demonstrated experience and ability to apply Federal financial guidelines and accounting rules and principles with minimal oversight. Demonstrated experience and ability to work with multi-year/no-year appropriations and differing appropriations (e.g., O&M and Procurement). Demonstrated experience and ability to grasp interrelationships between financial management requirements and automated solutions in place or contemplated.

Functional Responsibility: Assess products and procedures for compliance with government standards, accounting principles, and multi-tiered system application standards. Prepares milestone documentation and presentations for senior managers and colleagues.

· Financial Manager – Junior: Ability to understand general business operations and follow general financial guidelines and accounting rules. Under supervision, must be able to assess products and procedures for compliance with government standards and sound financial management principles. Ability to differentiate and work with various appropriations (e.g., O&M and Procurement). Ability to understand and comply with government standards, accounting principles, and system application standards.

Functional Responsibility: Maintains basic financial records and files. Prepares simple financial reports and routine presentations.

· Functional Area Analyst – Senior: Demonstrated experience and ability to lead or supervise a team performing management work such as: Data Management, Business Management/Program Control, Cost Variance Analysis, General Management and Procurement.

Functional Responsibility: Supervise a team in the development and implementation of functional area process improvements, studies, policies and procedures in the functional areas of Human Resources, Medical, Reserve Finance, Procurement, Materiel Management, or C3I.

· Functional Area Analyst – Middle: Demonstrated experience and technical expertise to perform management work such as: Data Management, Business Management/Program Control, Cost Variance Analysis, General Management and Procurement.

Functional Responsibility: Apply analytical skills in development and implementation of functional areas process improvement activities, studies, policies and procedures in the functional areas of Human Resources, Medical, Reserve Finance, Procurement, Materiel Management, or C3I.

· Functional Area Analyst – Junior: Ability to apply analytical skills in functional areas such as Human Resources, Medical, Reserve Components, Finance, Procurement, Materiel Management, or C3I.

Functional Responsibility: Apply analytical skills to support process improvement, studies and analysis projects. Typical duties include analysis, planning, establishment of requirements, functional modeling, development of procedures, development of functional architectures, and other related management and technical duties.

· Training Manager: Demonstrated experience and ability to provide daily supervision and direction to a staff of training personnel. Ability to assess training needs and design and manage Information System and/or Automated Data Processing subject matter training classes.

Functional Responsibility: Work closely with Government personnel to determine training and scheduling requirements. Responsible for the development, quality and adequacy of course material. Review and provides inputs for training documentation. Develop and prepare user and technical documentation and training course materials for computer based training as well as classroom instruction, training instruction, writing and editing technical documents, and knowledge of information systems. Duties may include daily supervision and direction for personnel providing training development and instruction.

· Training Specialist – Senior: Demonstrated experience and ability to supervise a team to develop, plan, and provide sophisticated Information System or ADP, end-user training on highly complex computer hardware, application software, new systems, or related procedures.

Functional Responsibility: Conduct the research necessary to develop and revise training courses and prepares appropriate training materials. Prepare all course materials (course outline, background material and training aids). Prepare all student materials (course manuals, workbooks, handouts, completion certificates, and course evaluation forms). Train personnel by conducting formal classroom courses, workshops, and seminars.

· Training Specialist – Middle: Demonstrated ability to plan and provide Information System or ADP, end-user training on computer hardware, application software, new systems, or training on business process improvements and other procedures with minimal oversight.

Functional Responsibility: Prepare routine training materials, including workbooks, handouts, completion certificates, and course evaluation forms. Trains personnel by conducting formal classroom courses, workshops, and seminars.

· Training Specialist – Junior: Ability to assist with the planning and provision of Information System or ADP, end-user training on computer hardware, application software, new systems, or training on business process improvements and other procedures.

Functional Responsibility: Prepare routine training materials, including workbooks, handouts, completion certificates, and course evaluation forms. Assist with training of personnel by assisting with formal classroom courses, workshops, and seminars.

· System/Software Integration Engineer – Senior: Demonstrated ability to lead a team of specialists involved in combining a multitude of very complex system and software packages. Demonstrated ability to assess architecture and current hardware limitations, define and design complex system specifications, input/output processes and working parameters for hardware/software compatibility. Demonstrated ability to implement computer systems in a phased approach of requirements analysis and conceptual design, site survey, system design review, critical design review, installation, integration, and testing.

Functional Responsibility: Perform requirements analysis for a wide range of users in areas of office automation. Present system designs for user approval at formal reviews. Able to independently integrate software, interpret software test results, and recommend solutions for unsatisfactory test results. Coordinate design of subsystems and integration of total system and life-cycle support, including maintenance, administration, and management. Analyze and resolve difficult and complicated program support deficiencies. Conduct independent technical investigations in systems design. Coordinate and consolidate design efforts on major products. May provide work leadership for lower level employees.

· System/Software Integration Engineer – Middle: Demonstrated ability to implement computer systems in a phased approach of requirements analysis and conceptual design, site survey, system design review, critical design review, installation, integration, and testing with minimal oversight. Demonstrated ability to analyze existing systems and define, design and develop new integrated system requirements.

Functional Responsibility: Determine system specifications, input/ output processes and working parameters for hardware/software compatibility. Perform requirements analysis for a wide range of users in areas of office automation. Coordinate design of subsystems and integration of total system. Identify analyze and resolve program support deficiencies.

· System/Software Integration Engineer – Junior: Demonstrated ability to assist in the analysis of existing systems and the definition, design and development of new system requirements.

Functional Responsibility: Perform requirements analysis for general users of office automation. Participate in the determination of system specifications, input/output processes and working parameters for hardware/software compatibility. With supervision, identify, analyze and support resolution of program support deficiencies.

· Operations Support Coordinator: Undergraduate degree or equivalent experience required.

Functional Responsibility: Coordinate and direct a variety of support services such as use of reproduction equipment, scheduling maintenance for equipment, scheduling courier runs, ensuring approved security practices are applied relative to document control and scheduling and ensuring efficient operation of conference facilities.

· Operations Support Assistant: Undergraduate degree or equivalent experience required.

Functional Responsibility: Perform a variety of support services such as operation of reproduction equipment to produce large volumes of documents, courier service and mail service, etc.

· Accounting Specialist (Audit) – Principal: Has a Bachelor’s Degree (BS/BA) and a minimum of 10 years of experience in audit related services and has a CPA license .

Functional Responsibility: Provide top level management and technical review for the project management team, solves problems and leads Internal Audit Transformation activities in conformity with generally accepted accounting principles. Communicate project status, concerns and updates to the client, providing quality control, alternative analytical approaches while keeping the timelines and funding on schedule

· Accounting Specialist (Audit) – Senior: Has a Bachelor’s Degree (BS/BA) and a minimum of 5 years of experience in audit related services and has a CPA license.

Functional Responsibility: Provide strategic direction on financial statement and internal control audit transformation and internal audit preparedness activities. Oversee the team, developing, maintaining and monitoring the work plans, reviewing financial issues and providing direction on strategic matters and compliance.

· Accounting Specialist (Audit) – Middle: Has a Bachelor’s Degree (BS/BA) and a minimum of 2 years of experience in audit related services and has a CPA license.

Functional Responsibility: Serve as the subject matter expert, instructing, directing, and monitoring the audit-related activities as part of any Financial Statement & Internal Control Audit Transformation work. Provide senior management with analysis, status reports, recommendations and conclusions on the engagement progress.

· Accounting Specialist (Audit) – Junior: Has a Bachelor’s Degree (BS/BA).

Functional Responsibility: Conduct research, distill data, and assess financial statements and reports on Financial Statement & Internal Control Audit Transformation client activities. Assist senior management with process improvement diagnoses, financial modeling and documentation, and audit engagement management.

· Strategy & Change Management Specialist – Principal: This labor category is a Strategy Specialist or a Change Management Specialist. Demonstrated experience and comprehensive knowledge of strategy and change management principles. Recognized as a leader within the field with over 10 years of relevant experience leading high-visibility transformation programs across the government and/or commercial organizations.

Functional Responsibility: Bring strategic thought leadership and innovative ideas to solve problems. Communicate across all levels of the organization and present to the highest levels of leadership.

· Strategy & Change Management Specialist – Senior: This labor category is a Strategy Specialist or a Change Management Specialist. Demonstrated experience to supervise a team in leading strategy and change management programs. Subject matter expert in strategy and change management principles.

Functional Responsibility: Lead large-scale transformation programs across the government and/or commercial organizations. Communicate across all levels of the organization.

· Strategy & Change Management Specialist – Middle: This labor category is a Strategy Specialist or a Change Management Specialist. Demonstrated ability to apply strategic and change management skills to support transformation efforts with minimal oversight.

Functional Responsibility: Drive strategy and change management programs. Develop plans and executes in areas such as change management, strategic communications, stakeholder alignment, training, workforce planning, and employee engagement. Produce consistent messages across multiple channels.

· Strategy & Change Management Specialist – Junior: This labor category is a Strategy Specialist or a Change Management Specialist. Ability to apply strategic and change management skills to support transformation efforts.

Functional Responsibility: Apply strategy and change management skills to support transformation programs. Typical duties include designing and delivering various communications, supporting training efforts, conducting analyses, and working with stakeholders.

· Facilities Engineer – Senior: Has a Bachelor’s Degree (BS/BA) in related field such as engineering or environmental science and a minimum of 10 years of relevant work experience.

Functional Responsibility: Supervise a team in the areas of asset management, facility management, engineering, construction and/or design. Knowledge of energy and environmental protection principles and practices as they apply to Federal and DoD compliance programs.

· Facilities Engineer – Middle: Demonstrated ability to apply analytical skills in development and implementation of facility management programs with minimal oversight.

Functional Responsibility: Serve as a subject matter expert on facilities management initiatives such as real estate portfolio and asset management planning, real property leases, facility budgeting and scheduling, and energy conservation.

· Facilities Engineer – Junior: Ability to apply analytical skills in development and implementation of facility management programs.

Functional Responsibility: Understand and apply analytical skills to support facilities management programs. Typical duties include data analysis, research, reports preparation, and property records management.

3.2 Offeror Qualifications

· Contractor shall possess experience working with Medical Supply Chain Systems and Medical Real Property Systems. Examples of such systems. Examples of these systems include Defense Medical Logistics Standard Support (DMLSS), Joint Medical Asset Repository (JMAR), Internet Navy Facilities Asset Data Store (iNFADS), BUILDER SMS, DMLSS-FM, and Environmental Management System Website (EMSWeb).

4.0 Other Information

4.1 Place of Performance

Performance is expected at BUMED-HQ , NMW , NME and .NMETLC to be able to support impromptu in-person meetings at theNavy Medical activities locations listed below:

Navy Medicine Headquarters Locations:

Falls Church, VA Alexandria, VA Bethesda, MD As needed greater Washington, DC locations

Navy Medicine’s Regions/Echelon III activities:

Navy Medicine East (Portsmouth, VA) Navy Medicine West (San Diego, CA) Navy Medicine Education Training and Logistics (San Antonio, TX) Field Support Activity (Falls Church, VA)

Navy Medicine Activities Navy Medical Logistics Command (Frederick, MD)

4.2 ECMRA

The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the Financial and Business Operations Management Support services via a secure data collection site. Contracted services excluded from reporting are based on Product Service Codes (PSCs). The excluded PSCs are:

(1) W, Lease/Rental of Equipment;

(2) X, Lease/Rental of Facilities;

(3) Y, Construction of Structures and Facilities;

(4) S, Utilities ONLY;

(5) V, Freight and Shipping ONLY.

The contractor is required to completely fill in all required data fields using the following web address https://doncmra.nmci.navy.mil.

Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year.

Contractors may direct questions to the help desk, linked at https://doncmra.nmci.navy.mil.

4.3 Data Use Agreements

Use and access to Navy or MHS data requires the contractor to have an approved Data Sharing Agreement (DSA) in place with the Tricare Management Activity (TMA) and BUMED. Approval can take up to 3 months. The contractor shall prepare and submit the requisite DSA accompanied by a Business Associates Agreement (BAA), and a System Security Verification (SSV) found at https://health.mil/Reference-Center/Forms Contractor is also required to abide by Memo: “Security of Unclassified DoD Information on Non-DoD Information Systems,” found in the Appendix and the standard contracting language dealing with the storage and use of PHI/PII data.

4.4 Business Associate Agreement

Introduction In accordance with DoD 6025.18-R “Department of Defense Health Information Privacy Regulation,” January 24, 2003, the Contractor meets the definition of Business Associate. Therefore, a Business Associate Agreement is required to comply with both the Health Insurance Portability and Accountability Act (HIPAA) Privacy and Security regulations. This clause serves as that agreement whereby the Contractor agrees to abide by all applicable HIPAA Privacy and Security requirements regarding health information as defined in this clause, and in DoD 6025.18-R and DoD 8580.02-R, as amended. Additional requirements will be addressed when implemented.

(a) Definitions. As used in this clause generally refer to the Code of Federal Regulations (CFR) definition unless a more specific provision exists in DoD 6025.18-R or DoD 8580.02-R.

Individual has the same meaning as the term “individual” in 45 CFR 160.103 and shall include a person who qualifies as a personal representative in accordance with 45 CFR 164.502(g).

Privacy Rule means the Standards for Privacy of Individually Identifiable Health Information at 45 CFR part 160 and part 164, subparts A and E.

Protected Health Information has the same meaning as the term “protected health information” in 45 CFR 160.103, limited to the information created or received by the Contractor from or on behalf of the Government pursuant to the Contract.

Electronic Protected Health Information has the same meaning as the term “electronic protected health information” in 45 CFR 160.103.

Required by Law has the same meaning as the term “required by law” in 45 CFR 164.103.

Secretary means the Secretary of the Department of Health and Human Services or his/her designee.

Security Rule means the Health Insurance Reform: Security Standards at 45 CFR part 160, 162 and part 164, subpart C.

Terms used, but not otherwise defined, in this Clause shall have the same meaning as those terms in 45 CFR 160.103, 160.502, 164.103, 164.304, and 164.501.

(b) The Contractor shall not use or further disclose Protected Health Information other than as permitted or required by the Contract or as Required by Law.

(c) The Contractor shall use appropriate safeguards to prevent use or disclosure of the Protected Health Information other than as provided for by this Contract.

(d) The Contractor agrees to use administrative, physical, and technical safeguards that reasonably and appropriately protect the confidentiality, integrity, and availability of the electronic protected health information that it creates, receives, maintains, or transmits in the execution of this Contract.

(e) The Contractor shall, at their own expense, take action to mitigate, to the extent practicable, any harmful effect that is known to the Contractor of a use or disclosure of Protected Health Information by the Contractor in violation of the requirements of this Clause. These mitigation actions will include as a minimum those listed in the TMA Breach Notification Standard Operating Procedure (SOP), which is available at: https://health.mil/Reference-Center/Forms

(f) The Contractor shall report to the Government any security incident involving protected health information of which it becomes aware.

(g) The Contractor shall report to the Government any use or disclosure of the Protected Health Information not provided for by this Contract of which the Contractor becomes aware.

(h) The Contractor shall ensure that any agent, including a subcontractor, to whom it provides Protected Health Information received from, or created or received by the Contractor, on behalf of the Government, agrees to the same restrictions and conditions that apply through this Contract to the Contractor with respect to such information.

(i) The Contractor shall ensure that any agent, including a subcontractor, to whom it provides electronic Protected Health Information, agrees to implement reasonable and appropriate safeguards to protect it.

(j) The Contractor shall provide access, at the request of the Government, and in the time and manner reasonably designated by the Government to Protected Health Information in a Designated Record Set, to the Government or, as directed by the Government, to an Individual in order to meet the requirements under 45 CFR 164.524.

(k) The Contractor shall make any amendment(s) to Protected Health Information in a Designated Record Set that the Government directs or agrees to pursuant to 45 CFR 164.526 at the request of the Government, and in the…