Solicitation Amendment N0018926QB0360002 SF 30.pdf

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11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended. is not extended.

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER

NUMBER IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print) 16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

16C. DATE SIGNED

Previous edition unusable STANDARD FORM 30 (REV. 11/2016) Prescribed by GSA FAR (48 CFR) 53.243

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE PAGE OF PAGES

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)

6. ISSUED BY CODE 7. ADMINISTERED BY (If other than Item 6) CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X) 9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBE

10B. DATED (SEE ITEM 13)

CODE FACILITY CODE

Created On:

14 Apr 2026, 13:22 PM Greenwich Mean Time

SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

Solicitation/Contract Form Continuation

The following changes have been made:

INFORMATION FROM TO

Response Due Time 12:00 PM 09:00 AM Response Due Date 15 Apr 2026 21 Apr 2026

N0018926QB0360002

Continuation of Supplies or Services and Prices/Costs

The following CLIN(s) / SLIN(s) / ELIN(s) were modified:

INFORMATION FROM TO CHANGED BY

Quantity 12 9 -3

Continuation of Description

Miscellaneous text in this section has been modified to:

Performance-Based Work Statement (PWS) for

Bureau of Medicine and Surgery (BUMED) Improvement Sciences Directorate

1. Introduction

The Bureau of Medicine and Surgery (BUMED) has a requirement to implement Lean Six Sigma, Process Improvement, and Project Management Support under the leadership of the Surgeon General. This support encompasses Continuous Process Improvement (CPI), Project Management (PM), and Knowledge Management (KM) capabilities not organic to the Navy Medicine culture to streamline efforts to optimize medical readiness and operational capabilities across Navy Medicine. This support includes implementing Continuous Process Improvement, Knowledge Management, and Project Management methodologies, to drive change and achieve strategic operational and tactical to improve efficiency of medical operations across all Navy Medicine support of Navy.

2. Background

Navy Medicine is committed to providing exceptional healthcare and ensuring an operational medically ready force. To achieve this, BUMED initiated a transformation focused on improving decision-making and communication. At the heart of this transformation lies the Improvement Sciences (IS) program. This program synchronizes efforts across operational commands, headquarters, and BSO-18 lower echelon commands to advance Navy Medicine's mission in support of the warfighter. This is achieved by implementing project improvement initiatives through various means, such as Lean Six Sigma, Project Management, Knowledge Management, and Get Real Get Better (GRGB) and others. In essence, the Improvement Sciences program is the engine driving strategy by implementing continuous improvement and change management within Navy Medicine, ensuring it remains at the forefront of medical excellence and readiness.

3. Scope

The contractor shall provide comprehensive technical and functional support to BUMED, Naval Medical Forces Command Pacific (NMFP), Naval Medical Forces Command Atlantic (NMFL) and Naval Medical Forces Development Command (NMFDC). The work encompasses the full project lifecycle management of approved Navy Medicine projects, from initiation and development through implementation and sustainment. This support will align with operational medicine priorities and adhere to Lean Six Sigma (LSS), Project Management Institute (PMI) and American Society of Quality (ASQ) guidelines. The contractor will facilitate effective and efficient execution of the following work streams: Continuous Process Improvement, Project Management, Periodic Performance Reporting, and Knowledge Management. This support will enable BUMED, NMFL, NMFP, and NMFDC to concurrently manage complex operational projects. The contractor will leverage industry best practices and collaborate with relevant stakeholders to ensure successful project outcomes and contribute to the overall improvement of Navy Medicine operations both CONUS and OCONUS.

4. Tasks

4.1. Performance Improvement (PI). The contractor will support process/performance improvement projects utilizing Lean Six Sigma (LSS) and Get Real Get Better (GRGB) methodologies and tools such as DMAIC (Define, Measure, Analyze, Improve, Control) for reducing variability and standardizing processes, DMADV (Define, Measure, Analyze, Design, Verify) for new processes or enabling growth within new technologies, and RIE (Rapid Improvement Events - Pre-Event, Event, Post-Event) for eliminating waste. All projects will integrate GRGB methodologies and LSS principles will adhere to the American Society of Quality (ASQ) Black Belt Book of Knowledge.

4.1.1. Project Support. Review, assist, coordinate, train, and mentor BUMED, NMFDC, NMFL, NMFP, and all lower echelon commands withing BSO-18 with the command's PI program.

4.1.1.1. The key objectives using LSS methodologies above are to:

4.1.1.1.1. Analyze existing workflows to identify inefficiencies and bottlenecks.

4.1.1.1.2. Develop and implement process improvement strategies.

4.1.1.1.3. Enhance operational efficiency to reduce costs & increase stakeholder satisfaction.

4.1.1.1.4. Foster a culture of continuous process improvement within the organizations at all echelons.

4.1.1.2. The tasks included in the various methodologies described above are:

4.1.1.2.1. Conduct comprehensive process mapping and analysis.

4.1.1.2.2. Identify key areas of inefficiency and recommend improvement actions.

4.1.1.2.3. Provide a detailed report documenting current workflows or processes, identified inefficiencies and recommended improvements.

4.1.1.2.4. Develop optimized workflows.

4.1.1.2.5. Work with stakeholders to implement changes.

4.1.1.2.6. Deliver professional development courses via in-person or in virtual/asynchronous modalities.

4.1.1.3. Assigned Lean Six Sigma Certified personnel, Master Black Belt (MBB), Black Belt (BB) and Green Belt (GB), shall conduct monthly mentoring sessions and verify knowledge transfer of belts that apply for certification.

4.1.1.3.1. Review submissions for technical accuracy and alignment with Navy Medicine strategic initiatives.

4.1.1.3.2. Validate project scope, measurable results, and adherence to Navy Medicine's uniform documentation methodology.

4.1.1.3.3. Certification will be by government personnel after reviewing documentation.

4.2. Portfolio/Project Management. Mature and standardize portfolio and project, functions and processes.

Improved and standardized portfolio management processes, procedures, and protocols, including updated templates, policies, SOPs, memos, charters, and presentations. This deliverable should reflect best practices and promote a common understanding of project and portfolio management across stakeholders.

4.2.1. The contractor will support the government in incorporating industry best practices and ensuring alignment with a systemic approach to project management. This includes being tasked with demonstrating and performing enhanced project management methodologies and tools supporting execution.

4.2.1.1. The key objectives are to:

4.2.1.1.1. Establish a standardized project management framework and methodology.

4.2.1.1.2. Train staff on project management with best practices and tools from PMI guidelines.

4.2.1.1.3. Enhance project tracking, documentation, and reporting processes.

4.2.1.1.4. Improve project workflow and deliverables through systematic oversight.

4.2.1.1.5. Ensure compliance with organizational policies and standards.

4.2.1.2. The tasks include:

4.2.1.2.1. Assessing current project management practices within a directorate or department.

4.2.1.2.2. Designing and developing a tailored project management framework.

4.2.1.2.3. Ensuring integration occurs with existing organizational processes and standards.

4.2.1.2.4. Conducting training sessions for staff on project management tools and methodologies.

4.2.1.2.5. Providing continuous support and mentorship to staff post-training.

4.2.1.2.6. Establishing metrics and Key Performance Indicators (KPIs) for project performance evaluation.

4.2.1.2.7. Developing and enhance templates and documentation standards for project tracking.

4.2.1.2.8. Monitoring ongoing projects to ensure adherence to the framework.

4.2.1.2.9. Generating monthly reports on project status, risks and performance.

4.2.1.2.10. Evaluating the effectiveness of implemented project management framework.

4.2.1.2.11. Recommend and implement improvements based on feedback and performance data.

4.2.1.2.12. Deliver monthly compliance monitoring reports via designated Microsoft Applications, save to the government share drive and BUMED SharePoint site collection, and/or upload to SPIDR.

4.2.1.2.13. Configure portfolio management tools and software to meet the organization's needs.

4.2.1.2.14. Develop standardized processes for portfolio management including project intake, prioritization, resource allocation, and performance monitoring.

4.3. Conduct post-implementation reviews to assess the effectiveness of the portfolio management system.

Knowledge Management (KM). KM helps organizations and individuals learn, adapt, innovate, and thrive in a rapidly changing world. It leverages the collective intelligence of an organization to achieve its goals and create value.

Without a robust KM strategy, organizations risk losing valuable knowledge, making poor decisions, and falling behind their competitors.

4.3.1. The key objective is:

4.3.1.1. Communicate data requirements to system specialists from project leads, sponsors, performance improvement practitioners, and team members.

4.3.1.2. Develop solution sets to provide automation of various manual or time-consuming administrative processes to improve efficiency and reduce variation. These solutions improve predictability and improve time management by ensuring end-users follow a predetermined process that maintains standards.

4.3.2. The key tasks are:

4.3.2.1. Create instructional materials, deliver training, and provide guidance to users of SPIDR and other system solutions on application usage, data input, project, business rules, & project tracking in applications report generation and metric development.

4.3.2.2. Create libraries for standard content (text, graphics, audio, and video).

4.3.2.3. Test and verify applications and webpages prior to publishing on the web.

4.3.2.4. Create and test hyperlinks to connect pages of related information.

4.3.2.5. Manage the incorporation of text, graphics, audio, video, scripts, applets, or applications as needed for display of performance improvement information.

4.3.2.6. Maintain the user system structures and permission groups/ levels within SharePoint or the network shared drive.

4.3.2.7. Provide input to the NAVMED IS SPIDR Configuration Control Board.

4.3.2.8. Consult with customers to refine functional requirements, translate them into design specifications, determine optimal implementation approaches, and collaborate with application developers to troubleshoot design issues.

4.3.2.9. Identify and propose SPIDR system software improvements to enhance operational efficiency and effectiveness, coordinating changes with Navy Medicine activities and other Navy organizations.

4.3.2.10. Identify and consult on business rules that may impact any Navy Medicine automated system and coordinate new system requirements or business rules with other SPIDR computer system specialists for resolution.

4.4. Contract Management Plan (CMP): The CMP outlines the procedures to effectively manage the contract and ensures compliance with stipulated requirements and objectives. This includes:

4.4.1. Monthly Status Reports: Submitted by the 10th of each month, covering the previous calendar month's activities. The report should include but not limited to:

4.4.1.1. Contract Status

4.4.1.2. Action Items (Complete/Current/Upcoming)

4.4.1.3. Accomplishments

4.4.1.4. Upcoming Activities (such as 30, 60, 90 days)

4.4.1.5. Project Schedules and Status

4.4.1.6. Risks & Issues

4.4.1.7. Quality Assurance Results

4.4.1.8. Staffing and Team Composition

4.4.1.9. Financial Performance / Analysis

4.4.1.10. Recommendations to Optimize Performance

4.4.2. Weekly Status Update: A concise communication submitted to the Contracting Officer's Representative (COR) and Directors of Improvement Sciences (BUMED, NMFP, NMFL, NMFDC) providing basic updates on all projects worked and deliverables submitted for the previous week.

4.4.3. Transition Plan: A comprehensive plan outlining the transfer of all work and responsibilities to a successor (i.e. the Government). This plan is subject to Government approval. This plan must include:

4.4.3.1.1. A training program

4.4.3.1.2. A date for transferring responsibilities

4.4.3.1.3. Details on the project includes transfer of all data, code, and documentation necessary for the successor to maintain the same level of quality and service.

5. Deliverables

It e m

Deliverable Description

P W S Re fer en ce

Frequency

Process Analysis Report

A detailed report documenting current workflows, identified inefficiencies, and recommended improvements.

4.1 As required

Optimized Workflow Plans

Documentation of revised workflows with clear implementation guidelines.

4.1 As required

Training Materials and Reports

Comprehensive training materials and detailed training session reports, to include but not limited to training rosters of personnel completing courses, provide certificates of completion for personnel

4.1

Upon training co mpletion, as required

Continuous Improvement Framework

A robust framework outlining the methods and tools for continuous process improvement.

4.1 Upon project completion

Initial portfolio assessment report

Report on all existing PM projects with recommendations. 4.2

Within first 3 months of contract award

Configuration and integration of portfolio management tools

The setup and integration of software and tools used to manage a project portfolio.

4.2 As required

Documentation of standardized processes

Formal documentation outlining the approved, standard methods for conducting processes.

4.2 As required

Training materials and conducted training sessions

The materials used for training and the records of the training sessions that were held.

4.2 Upon training completion

Monthly progress reports

Progress reports on the overall portfolio. 4.2 Monthly

Post-implementation review report

A report created after a project is completed to evaluate its success and lessons learned.

4.2

1 week after project completion

Mentorship:

Mentee Competency Assessment

Pre- and post-mentorship assessments evaluating the mentee's proficiency against the established Improvement Science Competency Framework.

4.2 Pre- and post-mentorship

Mentorship: Final Program ROI Report

A report analyzing the outcomes of the mentees' improvement projects, quantifying the results against their Aim Statements

4.2 Post mentorship

Mentorship: Return on Investment (ROI) Analysis

An analysis tying the mentorship program to tangible organizational outcomes achieved through the mentees' improvement projects (e.g., reduced waste, increased efficiency, improved quality metrics).

4.2 Post mentorship

System change documents

Official documents that record any changes made to a system's configuration or code.

4.3

1 week after system change

Technical documentation:

Code implemented

The final, working code that has been developed and deployed as part of the project.

4.3 Upon project completion

Training lessons The content and structure of lessons designed to train individuals on a new system or process.

4.3 Upon training completion

Technical reports Detailed reports that cover the technical aspects, progress, or results of a project.

4.3 Upon project completion

Status reports Progress reports on the overall portfolio. 4.4 monthly

Status emails Emails providing a summary of the contract's status and progress, delivered weekly.

4.4 weekly

Transition plans A comprehensive plan outlining the strategy and procedures for transitioning a project or service.

4.4 Upon project completion

Trip reports Reports detailing the purpose, activities, and outcomes of any travel conducted for the contract.

6.3 Within 2-5 business days

5.1. From LSS activities (4.1):

5.1.1. Process Analysis Report - a detailed report documenting current workflows, identified inefficiencies, and recommended improvements.

5.1.2. Optimized Workflow Plans - documentation of revised workflows with clear implementation guidelines.

5.1.3. Training Materials and Reports - comprehensive training materials and detailed training session reports.

5.1.4. Continuous Improvement Framework - a robust framework outlining the methods and tools for continuous process improvement.

5.2. From Project and Portfolio activities (4.2):

5.2.1. Initial portfolio assessment report of all existing PM projects with recommendations.

5.2.2. Configuration and integration of portfolio management tools.

5.2.3. Documentation of standardized processes.

5.2.4. Training materials and conducted training sessions.

5.2.5. Monthly progress reports on overall portfolio.

5.2.6. Post-implementation review report.

5.3. From Knowledge Management activities (4.3):

5.3.1. System change documents

5.3.2. Code implemented

5.3.3. Training lessons

5.3.4. Technical Reports

5.4. From Contract Management Plan (4.4):

5.4.1. Monthly status reports

5.4.2. Weekly status emails

5.4.3. Transition plans

5.4.4. Trip reports when travel is conducted (see 6.3)

6. Other Pertinent Information

6.1. Period of Performance:

Base: 01 June 2026- 31 May 2027

Option I: 01 June 2027- 31 May 2028

Option II: 01 June 2028- 01 March 2029

6.2. Place of Performance

All work shall be conducted in accordance with the requirement of the government project and office program, or project supported.

On-site locations are identified as but not limited to:

- Bureau of Medicine and Surgery (BUMED) located at 7700 Arlington Blvd, Suite 5134, Falls Church, VA 22042.

- Naval Medical Forces Pacific (NMFP) located at 4170 Norman Scott Road, Suite 5, San Diego, CA 92136.

- Naval Medical Forces Atlantic (NMFL) located at 620 John Paul Jones Circle, Bldg 3, Suite 1400, Portsmouth, VA 23708.

- Naval Medical Forces Development Command (NMFDC) located at 4075 Dickman Rd, San Antonio, TX 78234.

The normal hours of operation at these facilities will typically be from Monday to Friday 0730 to 1630, but hours may flex given global communication requirements across various time zones. Contractors will work 60% at a government facility and 40% at the contractor site or virtually. Non-suitable services may include access within government-controlled facilities, access to material that cannot be removed from the government-controlled facilities, and if direct interactions are required with clients. For taskings that require on-site work and that are explicitly restricted from tele-work, situational tele-work may be permitted due to unforeseen circumstances (e.g. on-site network outages, weather conditions, etc.), but shall only be permitted by the COR/COR- TA.

6.3. Travel

Travel shall be conducted to support initiatives within the scope of this contract to include site visits, training, initiative implementation, and other requirements identified.

Possible Locations of Travel. Travel may be required to but not limited to the following locations:

- Naval Medical Forces Atlantic (NMFL), Portsmouth, VA

- Naval Medical Forces Pacific (NMFP), San Diego, CA

- Naval Medical Forces Development Command (NMFDC), San Antonio, TX

- NMRTC/Us in the continental United States or overseas.

- Echelon 4 and 5 locations as required. A full list of possible locations can be found here: https://www.med.

navy.mil/Navy-Medicine-Commands/

Anticipated travel is not to exceed a total amount of $25,000 per year for all travelers for CLIN 0002 and CLIN 1002, and not to exceed a total amount of $18,750.00 for CLIN 2002.

Expectations of Contractor for travel planning, reporting, and deliverables. The contractor shall ensure authorization is received from the Travel Site, the COR, and the COR-TA prior to travel planning. The contractor shall collaborate with the Travel Site to secure site access. The contractor is responsible for making all needed arrangements to include, but not be limited to mode of travel and lodging. A trip report is required within 2-5 business days after trip is completed, unless task order requirements identify otherwise. The trip report will include all expenses incurred, as well as a summation of the trip, to include but not be limited to Context, Purpose, Outcomes, Lessons Learned, and Deliverables resulting from the trip.

6.4. Minimum Qualifications

Personnel assigned to or utilized by the contractor in the performance of this contract shall, as a minimum, meet the experience, educational, or other background requirements set forth below and shall be fully capable of performing in an efficient, reliable, and professional manner.

If the Contracting Officer questions the qualifications or competence of any person performing under the task order, the burden of proof to sustain that the person is qualified as prescribed herein shall be upon the Contractor.

The contractor must have the personnel, organization, and administrative control necessary to ensure that the services performed meet all requirements. The work history of each contractor employee shall contain experience directly related to the tasks and functions to be assigned. The Contracting Officer reserves the right to determine if a given work history contains necessary and sufficiently detailed, related experience to reasonably ensure the ability for effective and efficient performance.

The contractor, at a minimum, shall be proficient in Microsoft (MS) TEAMS, MS Office including MS Word, MS PowerPoint, MS Excel, MS Project, MS Access, Power BI, and Adobe Acrobat. The contractor will be required to produce briefing slides, metric charts, progress reviews, program schedules, technical reports, and organizational charts, as necessary.

6.4.1. Project Management Professional/ Program Manager (PMP)

6.4.1.1. Project Management Professional (PMP) certification

6.4.1.2. Possess a minimum of 7 years of relevant experience after receiving PMP certification

6.4.1.3. Demonstrate knowledge and experience associated with successfully accomplishing all tasks

6.4.1.4. Working knowledge of Navy and Marine Corps Operational Environments

6.4.2. Master Black Belt.

6.4.2.1. Possess at least a Bachelor's degree such as Business Administration or Engineering.

6.4.2.2. Possess a minimum of 5 years of relevant field experience. CPI/LSS experience in the health care industry.

6.4.2.3. Practice continuously as a Master Black Belt since certification.

6.4.2.4. Possess experience in all elements of ASQ MBB Book of Knowledge (BOK) or equivalent industry recognized quality organization (i.e., NCQA and others).

6.4.3. Black Belt.

6.4.3.1. Possess at least a Bachelor's degree such as Business Administration or Engineering.

6.4.3.2. Possess a minimum of 3 years of relevant field experience. CPI/LSS experience in the health care industry.

6.4.3.3. Practice continuously as a Black Belt since certification.

6.4.3.4. Possess experience in all elements of ASQ BB Book of Knowledge (BOK) or equivalent industry recognized quality organization (i.e., NCQA and others).

6.4.3.5. Demonstrate knowledge and experience associated with successfully accomplishing the requirements in paragraph 4.1.

6.4.4. Improvement Sciences Specialist

6.4.4.1. Bachelor's degree in a relevant field (e.g., Healthcare Administration, Statistics, or related scientific field). Master's degree be preferred.

6.4.4.2. 6+ years of experience applying improvement methodologies and leading projects, ideally in a relevant industry.

6.4.4.3. Strong understanding of improvement methodologies (e.g., Lean, Six Sigma, PDSA/PDCA, Change Management).

6.4.4.4. Proficiency in data analysis (statistical software), problem-solving, and root cause analysis.

6.4.4.5. Excellent communication (written and verbal), facilitation, and training skills.

6.4.4.6. Project management skills.

6.4.4.7. Ability to work collaboratively with diverse teams.

6.4.4.8. Certifications preferred: Lean Six Sigma Green Belt or Black Belt, PMP, or other relevant certifications.

6.5. Government Furnished Equipment/Property/Information

The Government will supply office workspace to the extent possible, and per the Task Orders. The Government will supply office supplies, computer and equipment, telephone, and reproduction resources when the contractor is working on-site to the extent permitted by the Government and contractor. If the contractor is working off-site, he/she will be permitted to have GFE should determination between the client and the contractor deem it is in the best interests to do so (e.g. access to data in secured servers are necessary for duties).

The Government will provide the contractor copies of, or access to, all required directives, publications, documents, files, and systems as available. If the contractor requires additional copies of such documents, the Government will, with the COR's concurrence, provide the contractor access to Government reproduction resources to produce these copies. The Government will also provide necessary, available and reasonable access to functional personnel; all contact with Government personnel shall be coordinated through the COR. The Government will coordinate joint meetings between functional, technical, and management personnel from various sites and contractor personnel.

The government requires all contractor personnel who require CAC, GFE, or network access to be checked in (i.e. onboarded) via the processes outlined by the COR and local command to which the work is performed. To initiate this process, contractor personnel must either have a pre-existing clearance or submit for a background investigation and be eligible for an interim access (see below for further details). The Contractor shall collaborate with the COR/COR-TA and appropriate Security Office to achieve eligibility for onboarding. The Contractor shall support the on-boarding process of all contract staff, to include (when authorized) creating profiles and uploading documents and collaborate with COR/COR-TA to ensure all Contractor employees complete their on-boarding process in a timely manner. The Contractor shall provide a staffing tracker of all Contractor and sub-Contractor personnel of the task order, and an update to the COR/COR-TA regarding any delays in the on-boarding process and the mitigation plans to ensure deliverables within this PWS remain on time.

6.6. Security Requirements

The highest level of security required for this requirement is Secret, see the attached DD254 for details. Department of Defense Contract Security Classification Specification (DD-254)- The contractor shall complete the designated DD From 254.

6.7. Identification of Contractor Employees

All Contractor personnel attending meetings, answering Government telephones, and working in other situations where their Contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed. Further, it is a Defense Health Agency (DHA) requirement that all Contractors indicate their contracting company in addition to the government client supported in the signature block of all email communication while conducting business for the command. Contractor personnel shall be required to obtain and wear badges in the performance of this service.

6.8. Personally Identifiable Information, Protected Health Information, and Federal Information Requirements (as of 16 July 2025) (Attachment 4)

7. Quality Assurance Surveillance Plan (QASP)

Purpose: To ensure that the Government has an effective and systematic method of surveillance for the services in the PWS. The QASP will be used primarily as a tool to verify that the contractor is performing all services required by the PWS in a timely, accurate and complete fashion.

Critical performance processes and requirements. Critical to the performance of this contract is the timely, accurate and thorough completion of all contract/task order requirements.

Performance Standards

Schedule - The due dates for deliverables and the actual accomplishment of the schedule will be assessed against original due dates and milestones established for the contract or task order(s).

Deliverables - The deliverables required to be submitted will be assessed against the specifications for the deliverables detailed in the contract/task order(s) and the Quality Control Plan (QCP), if required by the contract, for the required content, quality, timeliness, and accuracy.

Cost - The COR will review monthly cost vouchers to monitor the contractor's expenditures throughout the contract and/or task order performance period(s). Also, the COR will analyze the impact on cost of any inaccurate management assertions, acceleration of the due dates for the financial reports, or the lack of personnel.

Past Performance - In addition to any schedule, deliverables, and cost aspects of performance discussed above, pursuant to FAR 42.15, the Government will assess the contractor's record of conforming to contract requirements and to standards of good workmanship, the contractor's record of forecasting and controlling costs, the contractor's adherence to contract schedules including the administrative aspects of performance, the contractor's history of reasonable and cooperative behavior and commitment to customer satisfaction, and the contractor's business-like concern for the interest of the customer.

Surveillance methods: The primary methods of surveillance used to monitor performance of this contract will include, but not be limited to, random or planned sampling, periodic or inspection, and validated customer complaints.

Performance Measurement: Performance will be measured in accordance with the following table:

Perfor mance

Element Performance Requirement

Surveillan ce Method

Frequency Acceptable Quality

Level

Contract Delivera bles

Contract deliverables furnished as prescribed in the PWS, attachments, CDRLs, Task Orders, etc., as applicable.

Inspection by the

COR

100% inspection of all contract deliverables.

>95% of deliverables submitted timely and without rework required.

Overall Contract Perform ance

Overall contract performance of sufficient quality to earn a Satisfactory (or higher) rating in the COR's annual report on Contractor Performance

Assessmen t by the

COR

Annual All performance elements rated

Satisfactory (or higher)

Invoicin g

Monthly invoices per contract procedures are timely and accurate.

Review & acceptance of the invoice

Monthly 100% accuracy

If performance is within acceptable levels, it will be considered to be satisfactory. If not, overall performance may be considered unsatisfactory.

Incentives/Disincentives:

The COR's makes an annual report on Contractor Performance (CPARS or other annual report). The contractor's failure to achieve satisfactory performance under the contract/task order, reflected in the COR's annual report, may result in termination of the contract /task order and may also result in the loss of future Government contracts/task orders. The contractor's failure to achieve satisfactory performance under the contract/task order may result in the non-exercise of available options

For each item that does not meet acceptable levels, the Government may issue a Contract Discrepancy Report (CDR). CDRs will be forwarded to the Contracting Officer with a copy sent to the contractor. The contractor must reply in writing within 5 days of receipt identifying how future occurrences of the problem will be prevented. Based upon the contractor's past performance and plan to solve the problem, the Contracting Officer will determine if any further action will be taken.

In accordance with inspection of services provisions of the contract, the contractor will be incentivized to provide quality products in a timely manner since the Government can require the Contractor, at no additional fee, to replace or correct work that fails to meet contract requirements. To maximize the profit earned on costs incurred, the contractor is incentivized to ensure that quality products are provided in a timely manner.

8. Points of Contact

COR

LT Heather Lancellotti

Bureau of Medicine and Surgery nathalie.n.jackson.civ@health.mil

Contracting Office POC:

Megan Emery

Contract Specialist

NAVSUP FLC Norfolk, BUMED/FM&C Directorate

Megan.p.emery.civ@us.navy.mil

N0018926QB0360002

mailto:nathalie.n.jackson.civ@health.mil mailto:Megan.p.emery.civ@us.navy.mil

Addendum to 52.212-1, Instructions to Offerors - Commercial Products and Commercial Services

Miscellaneous text in this section has been modified to:

POINT OF CONTACT/COMMUNICATIONS

The point of contact regarding this contract/order is Megan Emery, who can be reached via email at megan.p.emery.civ@us.navy.mil.

SUBMISSION OF QUOTES

All quoters must submit their quote NO LATER THAN 9:00 am (Philadelphia, PA Time) on to 21 April 2026 megan.p.emery.civ@us.

navy.mil.

Hard Copy, hand delivered, USPS, FedEx, UPS, DHL, etc. will not be accepted. submissions will be accepted.ONLY EMAIL

CONTRACTOR QUESTIONS

All questions from contractors concerning the RFQ must be received in writing to megan.p.emery.civ@us.navy.mil NO LATER THAN in order to allow adequate time for a response or amendment. An 12:00pm (Philadelphia, PA Time) on 30 March 2026 amendment to the solicitation will be issued to answer all contractor questions and may extend the due date if necessary.

DO NOT INTEND TO QUOTE:

Any quoter not intending to submit a quote for this requirement is asked to notify Megan Emery at megan.p.emery.civ@us.navy.mil NO LATER THAN .12:00pm (Philadelphia, PA Time) on 02 April 2026

I. GENERAL

The quoter's quote shall be in the form prescribed by and shall contain a response to each of the areas identified in this solicitation section. The following instructions are provided in addition to instructions to quoters contained elsewhere in this solicitation.

Initial quotes and any modifications thereto are to be submitted to the Contracting Officer on or before the closing date and time cited elsewhere in the solicitation. ONLY EMAIL submissions will be accepted. Hand-carried quotes will NOT be accepted.

Quoters shall submit their quotes in two separate volumes as follows:

Volume I Non-Price Quote

Volume II Price Quote

In addition to the Price Quote, Quoters shall include the following in Volume II:

Solicitation cover sheet with appropriate blocks completed by the quoter.

Acknowledgement of solicitation amendments pursuant to FAR 52.212-1 (if not previously provided).

The completion and submission of the above items will constitute a quote and will be considered the quoter's unconditional assent to the terms and conditions of this solicitation and any attachments and/or exhibits hereto. Quoters shall respond to all requirements of the solicitation document. Quoters are cautioned not to alter the solicitation. Any affirmative exception to the material terms and conditions of the solicitation will render the quote ineligible for award. Alternate quotes are not authorized.

In the event any person who is not a bona fide employee of the quoter participated in the creation, formulation, or writing of any portion of the quote, a certificate to this effect shall be included in the quote which shall be signed by an officer of the quoter. Such certificate shall identify the name of the person who is not a bona fide employee, that person's employment capacity, the name of the person's firm, the relationship of that firm to the quoter, and the portion of the quote in which the person participated.

N0018926QB0360002

mailto:megan.p.emery.civ@us.navy.mil mailto:megan.p.emery.civ@us.navy.mil mailto:megan.p.emery.civ@us.navy.mil

II. REQUIREMENTS FOR QUOTE CONTENT

(1) Do not include CLASSIFIED data in your quote.

(2) Introduction and Purpose - This section specifies the format that quoters should use in quotes submitted in response to this solicitation. The intent is not to restrict the quoters in the manner in which they will perform their work but rather to ensure a certain degree of uniformity in the format of the quotes for evaluation purposes.

(3) Each volume should contain the following items in addition to the other information required by this solicitation:

Cover: The cover should indicate the following:

Title of the quote

Volume Number (I or II)

Solicitation number

Name and address of quoter

Contractor point of contact (POC) with POC's email address and phone number.

CAGE and UEI of quoter.

Table of Contents: The table of contents should provide detail sufficient to allow the important elements to be easily located.

(4) Requirements for Style: Each quoter shall submit a quote that clearly and concisely sets forth the contractor's response to the requirements of the solicitation. Unnecessary elaboration or other presentations beyond that sufficient to present a complete and effective quote are not desired. Elaborate artwork, and expensive visual or other presentation aids are neither necessary nor desired. The quote shall contain all the pertinent information in sufficient detail in the one area of the quote where it contributes most critically to the discussion. When necessary, the quoter shall refer to the initial discussion and identify its location within its quote.

(5) Each page of each copy should include the following legend:

Source Selection Information - See FAR 2.101 and 3.104

(6) Page Limitations

Volume I, "Non-price Quote," is limited to a maximum of 8 pages in length inclusive of any charts, diagrams, and/or other graphics.

**Quoters shall use ONLY Times New Roman 12 point font throughout the Non-Price Quote**

The cover sheet, list of acronyms and table of contents (not to exceed one page each per volume) will not count toward the page limit. Pages submitted in excess of the page limitations described below will not be evaluated.

Each "page" is defined as one sheet, 8 1/2 " x 11", with at least one inch margins on all sides, using ONLY Times New Roman font with a point of 12. Lines shall, at a minimum, be single-spaced. (1) the "Past Performance Information Form" must be completed with Times New Roman 12 point font or greater and (2) the text contained in the Non-Price Proposal graphics, charts, headers and footers must be Times New Roman point size of 12 point font or greater. Pages shall be consecutively numbered.

Multiple pages, double pages, two-sided pages, or foldouts will count as an equivalent number of 8 1/2" x 11" pages. The Navy may exercise discretion in determining which specific pages are considered to be in excess of the page limitations.

Volume II, "Price Quote," is not page limited.

III. QUOTE CONTENT

Each quote will be evaluated in accordance with a two phased approach.

Security Clearance Verification (Pass/Fail)Phase One:

Quoters must possess the required Secret Level Clearance. The Government will verify this prerequisite in Phase One. Quoters who do not meet this mandatory requirement will be ineligible for further consideration and award.

The quoter shall provide verification that it possesses an active Facility Clearance (FCL) at the Secret Level at the time of quote submission as identified in the PWS. The verification shall be provided via the Defense Counterintelligence and Security Agency's (DCSA) National Industrial Security System (NISS) and obtained no earlier than 30 days prior to the issuance of the solicitation. The verification request shall include the following: Cage Code, Facility Name, Physical Location, Facility Clearance Status/Level, Status Date/Issue Date, Safeguarding Level, Authorized Access to FCL Limitation, Facility Security Officer. Facility Security Officer Phone Number, DCSA Field Office, and DSCA Office Phone Number. ***Include as an attachment to the solicitation. There is no page limitation. ***

Phase Two: Technical Evaluation

The Non-Price Quotes of all eligible quoters from Phase One will be evaluated in accordance with the criteria outlined below.

(1) Volume I - Non-price Quote

Volume I of the quote shall include all information required for the evaluation of the quoter's Non-price Quote. It shall exclude any reference to the price aspects of the quote. The Non-price evaluation factors are Performance Approach and Past Performance, in descending order of importance.

Volume I shall be no more than eight (8) pages in length, including Performance Approach and Past Performance.

(a) Performance Approach

The quoter shall provide in detail a performance approach that will successfully accomplish the requirements of the solicitation, including the PWS The Government will evaluate the quoter's proposal for a comprehensive and feasible performance approach that .

demonstrates a thorough understanding of the requirements outlined in the Performance Work Statement (PWS). The proposed approach will be evaluated on the degree to which it demonstrates the quoter's technical expertise and potential for innovation.

(b) Past Performance

To demonstrate its past performance, the quoter shall identify up to three (3) of its most relevant contracts or efforts within the past five (5) years. The quoter shall demonstrate relevant past performance or affirmatively state that it possesses no relevant past performance. Relevant past performance is performance under contracts or efforts within the past 5 years that is of similar scope and magnitude to that which is described in this solicitation. The quoter should complete a "Past Performance Information Form" for each reference submitted. The quoter should provide a detailed explanation demonstrating the relevance of the contracts or efforts to the requirements of the solicitation.

The quoter should also provide information on any problems encountered on the identified contracts or efforts and the quoter's corrective actions. The quoter may identify contracts or efforts for its proposed subcontractors among the three (3) past performance references provided in its quote. If past performance references are provided for a subcontractor, the quoter's quote should detail clearly the aspects of the work in the solicitation that the subcontractor is proposed to perform. It is the contractor's responsibility to adequately explain the relevance of a reference provided for a subcontractor's past performance to the effort that the subcontractor is proposed to perform under the solicitation.

Quoters shall verify the currency of all Past Performance references prior to submission.

The Government reserves the right to obtain information for use in the evaluation of past performance from any and all sources including sources outside of the Government. A quoter determined to have no record of relevant past performance (or in an instance where no information on the quoter's past performance is available), will not be evaluated favorably or unfavorably for the Past Performance factor. While a proposal with no relevant past performance will not be rated unfavorably, it may be considered less advantageous than a proposal from a quoter with a history of highly relevant and successful performance. The evaluation of Past Performance is separate and distinct from the Contracting Officer's responsibility determination.

If subcontractor past performance is provided as part of the 3 most relevant contracts or efforts, the subcontractor past performance will be given weight proportional to the scope and magnitude of the aspects of the work under the solicitation for which the subcontractor is proposed. The assessment of the quoter's past performance will be used as a means of evaluating how capable the quoter is of successfully accomplishing the requirements of the solicitation.

In determining the rating for the Past Performance evaluation factor, the Government will give greater weight to the contracts or efforts which are determined to have greater relevance to the solicitation. A quoter whose past performance demonstrates either a low expectation or no expectation that the quoter will be able to successfully perform the required effort will be considered ineligible for award

Contract references for IDIQ contract vehicles shall provide the basic contract number and task order number. Such references that do not provide this information will not be reviewed or considered. For example, an IDIQ contract number, GSA Schedule contract, or BPA number will not be considered since performance occurs at the task order level. A singular task order number under one IDIQ contract equates to one effort. The Government is evaluating a maximum of three (3) efforts.

The Government reserves the right to evaluate submitted projects individually or in the aggregate in order to determine relevance and will do so consistently across all evaluated offers. The Government will consider the quality of the Contractor's relevant past performance.

Notes:

1. If the Government elects to consider past performance references in the aggregate, the method of aggregation shall be at the discretion of the Government. Individual projects determined to be not relevant shall not be included in the aggregate evaluation.

2. Individual projects determined to not demonstrate relevant scope shall be considered to be not relevant overall.

In addition to the Past Performance Information Forms, contractors are encouraged to submit all finalized CPARS Assessment Reports for each reference, if available, in addition to a Reference POC. If submitted, the CPARS Assessment Reports are not page-limited.

(2) Volume II -Price Quote

Volume II, "Price Quote," is not page limited.

The Price Quote in Volume II shall include the solicitation pricing pages completed by the quoter and a complete and detailed breakdown of the quoter's Firm Fixed Price (FFP) inclusive of the Loaded FFP Rates plus any discount provided. The quoter shall provide a total firm-fixed-price consisting of the total of all CLINS for the base period and all option periods. That total proposed price shall represent the offeror's firm-fixed-price for performance of all of the solicitation's requirements. A firm-fixed-price is not subject to any adjustment on the basis of the contractor's cost experience in performing the contract. If the award date or start of performance is delayed, it shall not entitle the contractor to a price adjustment.

For the purpose of preparing a price quote, the quoter shall assume that the period of performance shall be:

Base: 01 June 2026- 31 May 2027

Option I: 01 June 2027- 31 May 2028

Option II: 01 June 2028- 01 March 2029

Volume II shall include the completed solicitation documents and a complete and detailed price breakdown with all supporting documentation. The price quote shall support the non-price quote. If the price quote does not support the non-price quote, the quoter's quote rating may be downgraded. The price quote shall include all elements of price and such other cost information as considered appropriate to support the quote. The pricing information shall be completed in accordance with the following:

(a) Separate pricing information shall be submitted for each time period specified in the pricing pages of the solicitation.

(b) Supporting data including labor rates and hours and burden rates used in developing the price breakdown shall be furnished.

(c) For quote purposes, the following ratios of Contractor facility and…