RFP-CMS-2017-8A-0006.pdf

RFP-CMS-2017-8A-0006

SOLICITATION, OFFER AND AWARD

4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

CAUTION: LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

(Date)(Hour) local timeuntildepository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRS., CONDS., AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

H

G

F

E

D

C

B

A

SEC. DESCRIPTION PAGE(S) (X) DESCRIPTION SEC. (X)

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXT.NUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

CALENDAR DAYS (%)30 CALENDAR DAYS (%)20 CALENDAR DAYS (%)10 CALENDAR DAYS (%)

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

designated point(s), within the time specified in the schedule.

by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the

12. In compliance with the above, the undersigned agrees, if this offer is accepted within ______________ calendar days (60 calendar days unless a different period is inserted

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 24. ADMINISTERED BY (If other than Item 7)

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

41 U.S.C. 253 (c) ( 10 U.S.C. 2304 (c) (

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED

AWARD (To be completed by government)

CODE

02/09/2017 X

ITCG - DDCC

CMS,OAGM,ITCG,DDCC

7500 SECURITY BLVD., MS: B3-30-03

BALTIMORE MD 21244-1850

1100 ES 03/06/2017

Meghan Critzman 410 Meghan.Critzman@cms.hhs.gov

786-2042

PAGE(S)

ALAN FREDERICKS

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

RFP-CMS-2017-8A-0006

(A) (B) (C) (D) (E) (F)

The purpose of this solicitation is to procure a competitive 8(a) contract titled the Office of

Financial Management (OFM)/Financial Management

Systems Group (FMSG) Technical Support Contractor

(TSC).

Delivery Location Code: N/A

Not Applicable

Period of Performance: 08/15/2017 to 08/14/2022

0001 BASE YEAR-FMSG TECHNICAL SUPPORT LH

Anticipated Award Type: Cost-plus-fixed-fee

(Not Separately Priced)

Period of Performance: 08/15/2017 to 08/14/2018

0001AA BASE YEAR-TRANSITION IN

Anticipated Award Type: Cost-plus-fixed-fee

Period of Performance: 08/15/2017 to 09/14/2017

0001AB BASE YEAR-FMSG SYSTEM SUPPORT

Anticipated Award Type: Cost-plus-fixed-fee

Delivery: 1 Days After Award

Period of Performance: 09/15/2017 to 08/14/2018

0001AC BASE YEAR-ESMD SYSTEM SUPPORT

Anticipated Award Type: Cost-plus-fixed-fee

Delivery: 1 Days After Award

Period of Performance: 09/15/2017 to 08/14/2018

0004 BASE YEAR SPECIAL PROJECT #1- SOLUTION SUPPORT

TO BE DETERMINED

Anticipated Award Type: Cost-plus-fixed-fee

Period of Performance: 09/15/2017 to 08/14/2018

0005 BASE YEAR SPECIAL PROJECT #2- SOLUTION SUPPORT

TO BE DETERMINED

Anticipated Award Type: Cost-plus-fixed-fee

Period of Performance: 09/15/2017 to 08/14/2018

1001 OPTION YEAR ONE-FMSG TECHNICAL SUPPORT LH

Anticipated Award Type: Cost-plus-fixed-fee

(Not Separately Priced)

Period of Performance: 08/15/2018 to 08/14/2019

Continued ...

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

NSN 7540-01-152-8067

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

RFP-CMS-2017-8A-0006

(A) (B) (C) (D) (E) (F)

1001AB OPTION YEAR ONE-FMSG SYSTEM SUPPORT

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

Period of Performance: 08/15/2018 to 08/14/2019

1001AC OPTION YEAR ONE-ESMD SYSTEM SUPPORT

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2018 to 08/14/2019

1004 OPTION YEAR ONE-SPECIAL PROJECT #1- SOLUTION

SUPPORT

TO BE DETERMINED

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2018 to 08/14/2019

1005 OPTION YEAR ONE-SPECIAL PROJECT #2- SOLUTION

SUPPORT

TO BE DETERMINED

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2018 to 08/14/2019

2001 OPTION YEAR TWO-FMSG TECHNICAL SUPPORT LH

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

(Not Separately Priced)

Period of Performance: 08/15/2019 to 08/14/2020

2001AB OPTION YEAR TWO-FMSG SYSTEM SUPPORT

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2019 to 08/14/2020

2001AC OPTION YEAR TWO-ESMD SYSTEM SUPPORT

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2019 to 08/14/2020

2004 OPTION YEAR TWO-SPECIAL PROJECT #1 SOLUTION

SUPPORT

TO BE DETERMINED

Anticipated Award Type: Cost-plus-fixed-fee

Continued ...

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

RFP-CMS-2017-8A-0006

(A) (B) (C) (D) (E) (F)

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2019 to 08/14/2020

2005 OPTION YEAR TWO-SPECIAL PROJECT #2 SOLUTION

SUPPORT

TO BE DETERMINED

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2019 to 08/14/2020

3001 OPTION YEAR THREE-FMSG TECHNICAL SUPPORT LH

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

(Not Separately Priced)

Period of Performance: 08/15/2020 to 08/14/2021

3001AB OPTION YEAR THREE-FMSG SYSTEM SUPPORT

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2020 to 08/14/2021

3001AC OPTION YEAR THREE-ESMD SYSTEM SUPPORT

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2020 to 08/14/2021

3004 OPTION YEAR THREE-SPECIAL PROJECT #1 SOLUTION

SUPPORT

TO BE DETERMINED

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2020 to 08/14/2021

3005 OPTION YEAR THREE-SPECIAL PROJECT #2 SOLUTION

SUPPORT

TO BE DETERMINED

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2020 to 08/14/2021

4001 OPTION YEAR FOUR-FMSG TECHNICAL SUPPORT LH

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

Continued ...

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

RFP-CMS-2017-8A-0006

(A) (B) (C) (D) (E) (F)

1 Days After Award

(Not Separately Priced)

Period of Performance: 08/15/2021 to 08/14/2022

4001AA OPTION YEAR FOUR-TRANSITION OUT SUPPORT

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 07/15/2022 to 08/14/2022

4001AB OPTION YEAR FOUR-FMSG SYSTEM SUPPORT

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2021 to 07/14/2022

4001AC OPTION YEAR FOUR-ESMD SYSTEM SUPPORT

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2021 to 07/14/2022

4004 OPTION YEAR FOUR-SPECIAL PROJECT #1 SOLUTION

SUPPORT

TO BE DETERMINED

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2021 to 07/14/2022

4005 OPTION YEAR FOUR-SPECIAL PROJECT #2 SOLUTION

SUPPORT

TO BE DETERMINED

Anticipated Award Type: Cost-plus-fixed-fee

(Option Line Item)

1 Days After Award

Period of Performance: 08/15/2021 to 07/14/2022

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

Solicitation# RFP-CMS-2017-8A-0006 Technical Support Contractor Version 4.0; February 7 2017

Table of Contents

SECTION B – SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 DESCRIPTION OF SERVICES

B.2 SCHEDULE OF SERVICES

CLIN 0001 – BASE YEAR

CLIN 1001- OPTION YEAR ONE

CLIN 2001- OPTION YEAR TWO

CLIN 3001- OPTION YEAR THREE

CLIN 4001- OPTION YEAR FOUR

B.3 TRAVEL COSTS:

B.4 TYPE OF CONTRACT

B.5 COST REIMBURSEMENT

B.6 WITHHOLDING OF FIXED FEE (COST REIMBURSEMENT)

B.7 PAYMENT SCHEDULE

CLIN 0001 – Base YEAR

CLIN 1001- OPTION YEAR ONE

CLIN 2001- OPTION YEAR TWO

CLIN 3001- OPTION YEAR THREE

CLIN 4001- OPTION YEAR FOUR

SECTION C – DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 STATEMENT OF WORK

SECTION D – PACKAGING AND MARKING

D.1 PACKAGING AND MARKING

SECTION E – INSPECTION AND ACCEPTANCE

E.1 FAR 52.252-1 CLAUSES INCORPORATED BY REFERENCE

E.2 INSPECTION AND ACCEPTANCE

SECTION F – DELIVERIES FOR PERFORMANCE

F.1 PERIOD OF PERFORMANCE (JAN 2014)

F.2 PLACE OF PERFORMANCE

SECTION G – CONTRACT ADMINISTRATION DATA

G.1 ACCOUNTING AND APPROPRIATION DATA

G.2: PAYMENTS – VOUCHERS (Cost Reimbursement Contracts – OCT 2015) G.3: PAYMENTS - INVOICES (Firm Fixed Price Contracts (OCT 2015)

G.4 INDIRECT COST RATES (SEP 2014) (COST REIMBURSEMENT)

G.5 GOVERNMENT REPRESENTATIVES AND RESPONSIBILITIES (JUL 2016).. 29

G.6 CORRESPONDENCE PROCEDURES

G.7 SERVICE OF CONSULTANTS/ SUBCONTRACTORS

G.8 SUBCONTRACT CONSENT

G.9 USE OF GOVERNMENT DATA (REPORTS/FILES/COMPUTER FILES)

G.10 DISSEMINATION, PUBLICATION AND DISTRIBUTION OF INFORMATION

G.11 NOTIFICATION OF CHANGES

G.12 CONTRACTOR PAST PERFORMANCE EVALUATION(S) (OCT 2014)

SECTION H – SPECIAL CONTRACT REQUIREMENTS

H.1 - POST AWARD BUSINESS ETHICS, CONFLICT OF INTEREST AND

COMPLIANCE (DEC 2015)

H.2 HHSAR 352.237-75 KEY PERSONNEL (DEC 2015)

H.3 CMS CLAUSE-01 SECTION 508, ACCESSIBILITY OF ELECTRONIC AND

INFORMATION TECHNOLOGY (EIT)

H.4 HIPAA BUSINESS ASSOCIATE CLAUSE (OCT 2014)

H.5 CMS SECURITY CLAUSE (APRiL 2016)

H.6 CMS INFORMATION SECURITY (APR 2013)

H.7 CONDITIONS OF PERFORMANCE

H.8 CMS CLAUSE-04 APPROVAL OF CONTRACT ACQUIRED INFORMATION

TECHNOLOGY (IT)

H.9 CONTRACTOR TERMINATION CMS BUILDING PASS

H.10 PERFORMANCE OF WORK

H.11 CMS POLICY RE: HOSTILE WORKPLACE

H.12 MANDATORY STAFF TRAINING

SECTION I - CONTRACT CLAUSES

I.1 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I.2 FEDERAL ACCQUISITiON REGULATION (FAR) CLAUSE (INCORPORATED

IN FULLTEXT)

52.204-21 Basic Safeguarding of Covered Contractor Information Systems June 201666

FAR 52.215-19 NOTIFICATION OF OWNERSHIP CHANGES (OCT 1997)

FAR 52.217-8 Option to Extend Services FAR (November 1999) FAR 52.217-9 Option to Extend the Term of the Contract FAR (Mar 2000)

FAR 52.219-12 SPECIAL 8(A) SUBCONTRACT CONDITIONS (FEB 1990)

FAR 52.219-17 Section 8(a) Award (Jan 2017) FAR 52.219-18 Notification of Competition Limited to Eligible 8(a) Participants (Jan 2017) I.3 Department of Health and Human Services Acquisition Regulations (HHSAR) Clauses Incorporated by Reference

SECTION J – LIST OF DOCUMENTS, EXHIBITS, AND OTHER ATTACHMENTS ... 71

SECTION K – representations and instructions

K.1 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

K.2 FEDERAL ACCQUISITOIN REGULATION (FAR) CLAUSE (INCORPORATED

IN FULLTEXT)

52.209-5 Certification Regarding Responsibility Matters October 2015 52.209-7 Information Regarding Responsibility Matters July 2013 52.209-11 Representation by Corporations Regarding Delinquent Tax Liability or a Felony Conviction under any Federal Law february 2016 52.219-1 Small business program representation October 2014

SECTION L – SOLICITATION PROVISIONS, INSTRUCTIONS TO OFFEROR(S) AND

EVALUATION

L.1 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

L.2 FEDERAL ACCQUISITOIN REGULATION (FAR) CLAUSE (INCORPORATED

IN FULLTEXT)

52.216-1 Type of Contract April 1984 52.233-2 Service of Protest September 2006

L.3 COMMUNICATIONS REGARDING THIS SOLICITATION

L.4 GENERAL INSTRUCTIONS

L.5 – PROPOSAL PREPARATION

L.5.1 Proposal Organization

L.5.2 VOLUME I – TECHNICAL VOLUME REQUIREMENTS

L.5.3 INSTRUCTIONS FOR SUBMITTING PAST PERFORMANCE INFORMATION

L.5.4 VOLUME II – PRICE VOLUME REQUIREMENTS

L.5.5 VOLUME III- RESPONSIBILITY & ORGANIZATIONAL CONFLICT OF

INTEREST (OCI)/BUSINESS ETHICS, CONFLICTS OF INTEREST AND

COMPLIANCE PROPOSAL SUBMISSION INSTRUCTIONS

L.6 Promoting Efficient Spending for Conferences and Meetings

SECTION M - EVALUATION FACTORS FOR AWARD

M.1 TECHNICAL APPROACH

M.2 MANAGEMENT APPROACH/SYSTEMS:

M.3 STAFFING APPROACH:

M.4 PAST PERFORMANCE EVALUATION CRITERIA:

M.5 508 Compliance:

M.6 SOCIO-ECONOMIC FACTOR

M.7 PRICE/COST PROPOSAL EVALUATION

M.8 CONFLICT OF INTEREST EVALUATION FACTORS FOR AWARD

M.9 FAR 52.217-5 - EVALUATION OF OPTIONS (JULY 1990)

END OF TEXT

PART I- SCHEDULE

SECTION B – SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 DESCRIPTION OF SERVICES

The Government anticipates to award a competitive 8(a) hybrid contract. The awardee shall be called the Office of Financial Management (OFM)/Financial Management Systems Group (FMSG) Technical Support Contractor (TSC). This contract consists of Cost Plus Fixed Fee (CPFF) line items.

The Financial Management Systems Group (FMSG) Technical Support Contractor (TSC) will be tasked to:

1. Perform project administration

2. Assist in the management of FMSG functions

3. Business process reengineering

4. FMSG requirements formulation

5. Software development

6. Implementation

7. Testing,

8. Research, analysis

9. Post-implementation support of different initiatives, to achieve accounting functionality and general project management activities.

10. Program management and technical activities for the Health Insurance General Ledger

Accounting System (HIGLAS), electronic submission medical documentation (esMD) system, and other FMSG systems.

11. provide Security Management support to ensure that OFM systems are in accordance with applicable industry best practices and comply with Federal regulations and Centers for Medicare and Medicaid Services (CMS) policies.

The administrative and management tasks will follow system support activities to ensure compliance with the various stages of the CMS system life cycle. This effort requires disciplined project management support to coordinate tasks across multiple components and vendors.

B.2 SCHEDULE OF SERVICES

CLIN 0001 – BASE YEAR

CLIN DESCRIPTION

QUANTITY/

UNITS TYPE COST

FIXED

FEE

EXTENDED

VALUE

BASE YEAR-FMSG

TECHNICAL

SUPPORT 12 MONTHS

NOT

SEPARA

TELY

PRICED

(NSP) NSP NSP NSP

0001AA

BASE YEAR-

TRANSITION IN 1 MONTH

COST

PLUS

FIXED

FEE

0001AB

BASE YEAR-FMSG

SYSTEM SUPPORT 11 MONTHS

COST

PLUS

FIXED

FEE

0001AC

BASE YEAR-esMD

SYSTEM SUPPORT 11 MONTHS

COST

PLUS

FIXED

FEE

SPECIAL PROJECT#1

SOLUTION SUPPORT 11 MONTHS TBD TBD TBD TBD

SPECIAL PROJECT

#2 SOLUTION

SUPPORT 11 MONTHS TBD TBD TBD TBD

Total Contract Year #One 12 Months

CLIN 1001- OPTION YEAR ONE

CLIN DESCRIPTION

QUANTITY/

UNITS TYPE COST

FIXED

FEE

EXTENDED

VALUE

OPTION YEAR ONE-

FMSG TECHNICAL

SUPPORT 12 MONTHS

NOT

SEPARA

TELY

PRICED

(NSP) NSP NSP NSP

1001AB

OPTION YR#1-FMSG

SYSTEM SUPPORT 12 MONTHS

COST

PLUS

FIXED

FEE

1001AC

OPTION YR#1-esMD

SYSTEM SUPPORT 12 MONTHS

COST

PLUS

FIXED

FEE

SPECIAL PROJECT#1

SOLUTION SUPPORT 12 MONTHS TBD TBD TBD TBD

SPECIAL PROJECT

SUPPORT 12 MONTHS TBD TBD TBD TBD

Total Contract Year #Two 12 Months

CLIN 2001- OPTION YEAR TWO

CLIN DESCRIPTION

QUANTITY/

UNITS TYPE COST

FIXED

FEE

EXTENDED

VALUE

OPTION YEAR TWO-

FMSG TECHNICAL

SUPPORT 12 MONTHS

NOT

SEPARA

TELY

PRICED

(NSP) NSP NSP NSP

2001AB

OPTION YEAR #2-

FMSG SYSTEM

SUPPORT 12 MONTHS

COST

PLUS

FIXED

FEE

2001AC

OPTION YEAR #2-

esMD SYSTEM

SUPPORT 12 MONTHS

COST

PLUS

FIXED

FEE

SPECIAL PROJECT#1

SOLUTION SUPPORT 12 MONTHS TBD TBD TBD TBD

SPECIAL PROJECT

Total Contract Year #Three 12 Months

CLIN 3001- OPTION YEAR THREE

CLIN DESCRIPTION

QUANTITY/

UNITS TYPE COST

FIXED

FEE

EXTENDED

VALUE

OPTION YEAR

THREE-FMSG

TECHNICAL

SUPPORT 12 MONTHS

NOT

SEPARA

TELY

PRICED

(NSP) NSP NSP NSP

3001AB

OPTION YEAR #3-

FMSG SYSTEM

SUPPORT 12 MONTHS

COST

PLUS

FIXED

FEE

3001AC

OPTION YEAR #3-

esMD SYSTEM

SUPPORT 12 MONTHS

COST

PLUS

FIXED

FEE

SPECIAL PROJECT#1

SOLUTION SUPPORT 12 MONTHS TBD TBD TBD TBD

SPECIAL PROJECT

Total Contract Year #Four 12 Months

CLIN 4001- OPTION YEAR FOUR

CLIN DESCRIPTION

QUANTITY/

UNITS TYPE COST

FIXED

FEE

EXTENDED

VALUE

OPTION YEAR

FOUR-FMSG

TECHNICAL

SUPPORT 12 MONTHS

NOT

SEPARA

TELY

PRICED

(NSP) NSP NSP NSP

4001AB

OPTION YEAR #4-

FMSG SYSTEM

SUPPORT 11 MONTHS

COST

PLUS

4001AC

OPTION YEAR #4-

esMD SYSTEM

SUPPORT 11 MONTHS

COST

PLUS

FIXED

FEE

SPECIAL PROJECT#1

SOLUTION SUPPORT 11 MONTHS TBD TBD TBD TBD

SPECIAL PROJECT

SUPPORT 11 MONTHS TBD TBD TBD TBD

4001AA

TRANSITION-OUT

SUPPORT 1 Month

COST

PLUS

Total Contract Year #Five 12 Months

B.3 TRAVEL COSTS:

Costs incurred for lodging, meals and incidental expenses shall be considered to be reasonable, allocable and allowable under this contract only to the extent that they do not exceed, on a daily basis, the maximum per diem rates in effect at the time of travel as set forth in the latest Federal Travel Regulations (FTR) and applicable cost principles set for in FAR Part 31 – Contract Cost Principles and Procedures, Subpart 31.205-46 “Travel Costs” (a) (2) (i) Federal Travel Regulations, prescribed by the General Services Administration for travel in the continuous United States…(ii) Joint Travel Regulation, Volume 2, DOD Civilian Personnel, Appendix A, prescribed by the Department of Defense, for travel in Alaska, Hawaii, and outlying areas of the United States…(iii) Standardized Regulations (Government Civilians, Foreign Areas), Section 925, “Maximum Travel Per Diem Allowance for Foreign Areas,” prescribed by the Department of State, for travel in areas not covered in (a)(2)(i) and (ii) of this paragraph.

Federal Travel Regulations, as well as Per Diem rates can be found at the following URL: www.gsa.gov/travel

Please note:

1. That staff in a travel status do not necessarily receive full per diem reimbursement for the first and final days of travel.

2. The Government considers Staff in a travel status are not considered to be simultaneously fully productive at work.

http://www.gsa.gov/travel

B.4 TYPE OF CONTRACT

The incumbent contract for this work was performed as an IDIQ (Indefinite Delivery/Indefinite Quantity) basic agreement, under which separate stand-alone task orders were issued for different lines of business (lob) and specific taskings.

This new TSC opportunity is a single contract issued to an 8(a) vendor only. This contract will incorporate Cost Reimbursement (CR) type pricing arrangements and Firm Fixed Price (FFP) type arrangements (to be determined at a later date), under different line items (CLINs and SLINs)

*Please note at this time the Government does not anticipate any time and materials (T&M)/labor hour type pricing arrangements. However, the Government reserves the right to add at any point in the contract performance period a T&M/labor hour type pricing arrangement. When T&M work is awarded, the modification will add all necessary T&M labor provisions and clauses.

B.5 COST REIMBURSEMENT

1. IAW FAR Part 16.301-3(a.3), the prime Contractor must utilize an accounting system adequate for; identifying/determining costs, measuring the costs, and charging the costs, applicable to this contract IAW Government regulations. Offerors shall have an approved and adequate accounting system at the time of proposal submission. It is preferable that the contractor have undergone and successfully passed a Government accounting system review audit, within the previous three calendar years. Therefore, any offeror submitting a proposal as a prospective prime contractor under this solicitation, must submit evidence of prior Government audit/review of their accounting system, and Government acceptance/determination that the accounting system is adequate to perform upon a cost-reimbursement type contract.

However, if no such audit has been performed, the prime offeror must utilize and operate an accounting system that can successfully pass a Government system review audit, which will be performed within six months of contract award.

2. This contract will be priced by the Contractor, utilizing Government-approved (DCAA/CMS and FAR Part 31) direct labor, indirect rates, and bidding factors. The Contractor will provide complete supporting schedules identifying all applicable direct and indirect rate estimates building up to the contract line items’ costs. Any bidding factors, or estimation practices must be fully disclosed. IAW FAR, Offerors shall have Government approved rates and should submit their most recent provisional indirect billing and actual rates for both direct and indirect rates.

In the event the offeror does not have Government audited and approved indirect rates, direct labor hour rate structure, and bidding factors, the offeror is instructed to submit the rates and bidding factors proposed to be used for the first twelve months of the period of performance with a full explanation as to their derivation. CMS will audit and negotiate; direct hourly labor rates, indirect burden rates and any bidding factors, following contract award.

3. The fee will be negotiated for this contract and is to be consistent with statutory limitations. The payment of fixed fee is subject to the withholding provisions of FAR 52.216-8, entitled “Fixed Fee”. Any balance of fixed fee shall be paid to the contractor at the time specified in FAR 52.216- 8.

If the CLIN type is to be CPAF (Cost Plus Award Fee), the fixed portion of fee and the award portion will be clearly differentiated. Payment from the award fee pool will in accordance with FAR 16.3/Cost Reimbursement Contracts and each task order’s Award Fee Performance Evaluation Plan.

B.6 WITHHOLDING OF FIXED FEE (COST REIMBURSEMENT)

The withholding of fixed fee will be in accordance with FAR 52.216-8.

(a) The Government shall pay the Contractor for performing this contract, the fixed fee specified in the Schedule.

(b) Payment of the fixed fee shall be made as specified in the Schedule; provided that the Contracting Officer withholds a reserve not to exceed 15 percent of the total contract fixed fee or $100,000, whichever is less, to protect the Government’s interest. The Contracting Officer shall release 75 percent of all fee withholds under this contract after receipt of an adequate certified final indirect cost rate proposal covering the year of physical completion of this contract, provided the Contractor has satisfied all other contract terms and conditions, including the submission of the final patent and royalty reports, and is not delinquent in submitting final vouchers on prior years’ settlements. The Contracting Officer may release up to 90 percent of the fee withholds under this contract based on the Contractor’s past performance related to the submission and settlement of final indirect cost rate proposals.

B.7 PAYMENT SCHEDULE

CLIN 0001 – BASE YEAR

Fixed-Fee Schedule Payment Months Amount Total

CLIN 0001AA

CLIN 0001AB

CLIN 0001AC

Final (15% Withholding or $100,000 whichever is less)

TOTAL

FINAL payment of $tbd (15% Withholding of Fixed Fee, not-to-exceed $100,000), less any adjustments found as a result of the final audit, will be paid upon completion of the contract closeout audit.

CLIN 1001- OPTION YEAR ONE

Fixed-Fee Schedule Payment Months Amount Total

CLIN 1001AB

CLIN 1001AC

Final (15% Withholding or $100,000 whichever is less)

TOTAL

FINAL payment of $tbd (15% Withholding of Fixed Fee, not-to-exceed $100,000), less any adjustments found as a result of the final audit, will be paid upon completion of the contract closeout audit.

CLIN 2001- OPTION YEAR TWO

Fixed-Fee Schedule Payment Months Amount Total

CLIN 2001AB

CLIN 2001AC

Final (15% Withholding or $100,000 whichever is less)

TOTAL

FINAL payment of $tbd (15% Withholding of Fixed Fee, not-to-exceed $100,000), less any adjustments found as a

CLIN 3001- OPTION YEAR THREE

Fixed-Fee Schedule Payment Months Amount Total

CLIN 3001AB

CLIN 3001AC

Final (15% Withholding or $100,000 whichever is less)

TOTAL

FINAL payment of $tbd (15% Withholding of Fixed Fee, not-to-exceed $100,000), less any adjustments found as a

CLIN 4001- OPTION YEAR FOUR

Fixed-Fee Schedule Payment Months Amount Total

CLIN 4001AB

CLIN 4001AC

Final (15% Withholding or $100,000 whichever is less)

TOTAL

FINAL payment of $tbd (15% Withholding of Fixed Fee, not-to-exceed $100,000), less any adjustments found as a

(End of Section B)

SECTION C – DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 STATEMENT OF WORK

Independently and not as an agent of the Government, the Technical Support Contractor shall furnish all the necessary services, qualified personnel, materials, equipment and computers, and facilities not otherwise provided by the Government as is needed to perform the Statement Of Work (SOW) as identified in Section J., Attachment J.1.

The TSC shall establish and maintain an office facility within close proximity to OFM-FMSG offices, located at 7500 Security Blvd, Woodlawn, MD. 21244. The office shall be within 15 mile radius of 7500 Security Blvd. The Contractor office facility shall contain a conference room space adequate to hold monthly meetings with the Government FMSG customers.

(End of Section C)

SECTION D – PACKAGING AND MARKING

D.1 PACKAGING AND MARKING

Deliverables shall be marked in accordance with the Statement of Work (SOW).

(End of Section D)

SECTION E – INSPECTION AND ACCEPTANCE

E.1 FAR 52.252-1 CLAUSES INCORPORATED BY REFERENCE

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es):

www.acquisition.gov/far/

NUMBER TITLE DATE

52.246-4 INSPECTION OF SERVICES – FIXED-PRICE AUG 1996

52.246-5 INSPECTION OF SERVICES – COST REIMBURSEMENT APR 1984

E.2 INSPECTION AND ACCEPTANCE

a) All work under this contract is subject to inspection and final acceptance by the Contracting Officer or the duly authorized representative of the Government.

b) The Government's Contracting Officer’s Representative (COR) is the duly authorized representative of the Government and is responsible for inspection and acceptance of all items to be delivered under this contract.

c) Inspection and acceptance of the Contractor's performance shall be in accordance with the applicable FAR clauses in Section E.1 above.

d) Invoices are subject to COR acceptance, prior to Government payment.

e) The designated COR for this Contract is:

Ms. Leslie Engel 7500 Security Blvd. M/S: C3-20-11 Woodlawn, MD. 21244 410-786-6355 Leslie.Engel@cms.hhs.gov http://www.acquisition.gov/far/ mailto:Leslie.Engel@cms.hhs.gov

(End of Section E)

SECTION F – DELIVERIES FOR PERFORMANCE

F.1 PERIOD OF PERFORMANCE (JAN 2014)

The period of performance of this contract is Date of Award thru 12 months This contract includes the following Option Periods:

Option Year #01 – Contract Year #2; 12 months Option Year #02 - Contract Year #3; 12 months Option Year #03 – Contract Year #4; 12 months Option Year #04 – Contract Year #5; 12 months Total contract performance will not exceed 60 months (5 years).

This contract includes the following Option Periods:

CLIN From To 0001 Date of Award Twelve Months

Thereafter 1001 TBD Twelve Months

Thereafter 2001 TBD Twelve Months

Thereafter 3001 TBD Twelve Months

Thereafter 4001 TBD Twelve Months

Thereafter

F.2 PLACE OF PERFORMANCE

There will be multiple places of performance under this contract. Due to the nature of the requirements, the Contractor will be required to have a local office space within 15 miles of CMS located at 7500 Security Blvd. The nature of the work required at CMS requires regular face-to-face communication between CMS and the Technical Support Contractor.

CMS may have a limited number of workstations available for contractor staff to use on an itinerant basis.

These spaces can be shared among resources should they choose to work remotely intermittently, co-located with CMS staff. Permanent Contractor Space will not be permitted at the CMS, located at 7500 Security Blvd.

Absolutely no work effort under this contract is to be performed outside the Continental United States

(OCONUS.)

(End of Section F)

SECTION G – CONTRACT ADMINISTRATION DATA

G.1 ACCOUNTING AND APPROPRIATION DATA

In accordance with FAR 16.505, the Accounting and Appropriation data shall be set forth in the contract.

A summation of funds obligated cumulative-to-date will be published annually along with each option year renewal (option period exercise.)

*Note should be made that in order for any CMS contract to be closed out and records retired, a financial reconciliation of all funds is required.

Requisition CAN Appropriation Object Class Obligation CLIN

TBD TBD TBD TBD TBD TBD

TBD TBD TBD TBD TBD TBD

G.2: PAYMENTS – VOUCHERS (COST REIMBURSEMENT CONTRACTS – OCT 2015)

a. GENERAL: The Contractor may submit to the Government a voucher or Standard Form 1034, Public Voucher for Purchases and Services Other Than Personal, for payment in accordance with the instructions below.

b. METHOD OF PAYMENT: CMS shall only make an electronic payment for reimbursement of voucher submissions in accordance with FAR 52.232-33, Payments by Electronic Funds Transfer

– System for Award Management. In order to receive payments, the contractor shall register in the System for Award Management (SAM) database, in accordance with FAR 52.204-7, System for Award Management.

c. ADDRESS CHANGES: The contractor shall notify CMS’ Division of Accounting Operations of all banking and address changes in SAM via the following email address:

CCRChanges@cms.hhs.gov.

d. CONTENT OF VOUCHER - Vouchers shall include, at a minimum:

• Contractor’s name and address

• Contractor’s Tax Identification Number (TIN)

• Contractor’s DUNS Number

• Voucher Number to include the designation of the Contract Payment Category Type as follows:

mailto:CCRChanges@cms.hhs.gov

• Contract Payment Category Type IA,

• Contract and Order Number, as applicable;

• Contract line item number(CLIN) and/or Sub-line item number(SLIN), as applicable;

• Description, quantity, unit of measure, unit price and extended price/cost of the items actually delivered or services rendered,(i.e., Labor category and labor hours x labor rate = total direct labor dollars), subcontractor costs, travel, other direct costs, overhead rate(s), etc.;

• Shipping and payment terms;

• Terms of any discount for prompt payment offered;

• Other substantiating documentation or information as required by the contract;

• Name, title, phone number and complete mailing address of responsible Contractor official to whom payment is to be sent; (Payments are directed to Contractor payment address specified in SAM system)

• Name, title, phone number of Contractor person to be notified in the event of a defective voucher; and,

• Period of performance for delivery date of goods or services provided.

e. MAILINGS: Vouchers shall be submitted as follows:

1. ELECTRONIC MAIL: The contractor shall submit an electronic copy of the voucher to both of the following individuals:

INVOICE/VOUCHER REVIEW/APPROVAL PROCESSING TIME FRAMES

Contract Payment Category Types ($ = Total Contract Value) Days = Calendar Days

TYPE I TYPE II TYPE III TYPE IV

Type IA Type IB Type IIIA Type IIIB

TEAM

MEMBER

All Small Businesses

(No $ Limit) All QIOs

(No $ Limit)

All Other Contracts

(No $ Limit)

Simplified Acquisitions

$3K to $150K (Small

Businesses)

Simplified Acquisitions

$3K to $6.5M (Large

Businesses)

All Large Business Prime Contracts with Small Business Subcontractors

OFM/DAO 7 Days 7 Days 14 Days 7 Days 22 Days 12 Days

COR 4 Days 0 Days 8 Days 8 Days 8 Days 8 Days

CS/CO 4 Days 8 Days 8 Days N/A N/A 8 Days

Total Processing

Time

15 Days Not-to-

Exceed 30 Days

15 Days Not-to-

Exceed 30 Days 30 Days

15 Days Not-to-Exceed

30 Days 30 Days

28 Days Not-to-Exceed

30 Days

• Contract Specialist – Meghan.Critzman@CMS.HHS.Gov; and

• COR – Leslie.Engel@CMS.HHS.Gov.

2. REGULAR MAIL: An original hard copy of the voucher shall be submitted to the address below:

Department of Health & Human Services Centers for Medicare & Medicaid Services OFM/Division of Accounting Operations P.O. Box 7520 Baltimore, MD 21207-0520

3. OVERNIGHT MAIL: If the contractor chooses to use an overnight mail carrier, the original hard copy of the voucher shall be submitted to the address below:

OFM/Division of Accounting Operations 7500 Security Boulevard/Mailstop: C3-11-03 Baltimore, MD 21244-1850

f. PAYMENTS: The Government shall make provisional payments on all vouchers (pending the completion of a final audit of the Contractor's cost records) in accordance with:

• FAR 52.216-7, Allowable Cost & Payment, and

• FAR 52.232-1, Payments, and upon acceptance by the Contracting Officer’s Representative (COR) of the required supplies/services in accordance with the applicable FAR Inspection and Acceptance clause and the Contracting Officer’s approval.

Reimbursement for vouchers submitted under this contract shall be made not later than thirty (30) calendar days after receipt of an acceptable voucher from the Contractor requested at the paying office designated above. Any discrepancies determined as a result of the audit could delay the processing of the voucher and may result in the voucher being returned to the Contractor for corrections.

g. INTEREST ON OVERDUE PAYMENT

The Prompt Payment Act, Public Law 97-177 (96 Stat.85.31 U.S.C. 1801) is applicable to payments under this contract and requires the payment of interest on payments made more than 30 calendar days after receipt of an acceptable voucher by the CMS-Division of Accounting Operations.

Determinations of interest due will be made in accordance with the provisions of the Prompt Payment Act, and Office of Management and Budget Circular A-125.

mailto:Meghan.Critzman@CMS.HHS.Gov mailto:Leslie.Engel@CMS.HHS.Gov

G.3: PAYMENTS - INVOICES (FIRM FIXED PRICE CONTRACTS (OCT 2015)

a. GENERAL: The Contractor shall submit to the Government an invoice for payment in accordance with the instructions below.

b. METHOD OF PAYMENT: CMS shall only make an electronic payment of invoices in accordance with FAR 52.232-33, Payments by Electronic Funds Transfer – System for Award Management. In order to receive payments, the contractor shall register in the System for Award Management (SAM) database, in accordance with FAR 52.204-7, System for Award Management.

ADDRESS CHANGES: The contractor shall notify CMS’ Division of Accounting Operations of all banking and address changes in SAM via the following email address:

CCRChanges@cms.hhs.gov.

c. CONTENT OF INVOICE - Invoices shall include, at a minimum:

• Contractor’s name and address;

• Contractor’s Tax Identification Number (TIN);

• Contractor’s DUNS Number;

• Invoice date;

• Invoice Number to include the designation of the Contract Payment Category Type as follows:

• Contract Payment Category Type IA, INVOICE/VOUCHER REVIEW/APPROVAL PROCESSING TIME FRAMES

Contract Payment Category Types ($ = Total Contract Value) Days = Calendar Days

TYPE I TYPE II TYPE III TYPE IV

Type IA Type IB Type IIIA Type IIIB

TEAM

MEMBER

All Small Businesses

(No $ Limit) All QIOs

(No $ Limit)

All Other Contracts

(No $ Limit)

Simplified Acquisitions

$3K to $150K (Small

Businesses)

Simplified Acquisitions

$3K to $6.5M (Large

Businesses)

All Large Business Prime Contracts with Small Business Subcontractors

OFM/DAO 7 Days 7 Days 14 Days 7 Days 22 Days 12 Days

COR 4 Days 0 Days 8 Days 8 Days 8 Days 8 Days

CS/CO 4 Days 8 Days 8 Days N/A N/A 8 Days mailto:CCRChanges@cms.hhs.gov

Total Processing

Time

15 Days Not-to-

Exceed 30 Days

15 Days Not-to-

Exceed 30 Days 30 Days

15 Days Not-to-Exceed

30 Days 30 Days

28 Days Not-to-Exceed

30 Days

• Contract and Order Number, as applicable;

• Contract line item number and/or Subcontract line item number;

• Description, quantity, unit of measure, unit price and extended price of the items actually delivered or services rendered;

• Shipping and payment terms;

• Terms of any discount for prompt payment offered;

• Other substantiating documentation or information as required by the contract;

• Name, title, phone number and complete mailing address of responsible Contractor official to whom payment is to be sent;

• Name, title, phone number of Contractor person to be notified in the event of a defective invoice; and,

• Period of performance or delivery date of goods or services provided.

d. MAILINGS: Invoices shall be submitted as follows:

1. ELECTRONIC MAIL: The contractor shall submit an electronic copy of the invoice to both of the following individuals:

• Contract Specialist – Meghan.Critzman@CMS.HHS.Gov; and

• COR –Leslie.Engel@CMS.HHS.Gov.

2. REGULAR MAIL: An original hard copy shall be submitted to the address below:

OFM/Division of Accounting Operations P.O. Box 7520 Baltimore, MD 21207-0520

3. OVERNIGHT MAIL: If the contractor chooses to use an overnight mail carrier, the original hard copy of the invoice shall be submitted to the address below:

OFM/Division of Accounting Operations 7500 Security Boulevard/Mailstop: C3-11-03 Baltimore, MD 21244-1850

e. PAYMENTS: The Government shall make payment of all invoices in accordance with

• FAR 52.232-1 Payments, and

• FAR 52.212-4 Contract Terms and Conditions – Commercial Items (If applicable) mailto:Meghan.Critzman@CMS.HHS.Gov mailto:Leslie.Engel@CMS.HHS.Gov upon acceptance by the Contracting Officer’s Representative (COR) in accordance with the applicable FAR Inspection and Acceptance clause and the Contracting Officer’s approval, as appropriate.

Reimbursement for invoices submitted under this contract shall be made not later than thirty (30) calendar days after receipt of an acceptable invoice from the Contractor requested at the paying office designated above. Any discrepancies determined as a result of the audit could delay the processing of the invoice and may result in the invoice being returned to the Contractor for corrections.

f. INTEREST ON OVERDUE PAYMENT

The Prompt Payment Act, Public Law 97-177 (96 Stat.85.31 U.S.C. 1801) is applicable to payments under this contract and requires the payment of interest on payments made more than 30 calendar days after receipt of an acceptable invoice by the Division of Accounting Operations.

Determinations of interest due will be made in accordance with the provisions of the Prompt Payment Act and Office of Management and Budget Circular A-125.

G.4 INDIRECT COST RATES (SEP 2014) (COST REIMBURSEMENT)

a. INDIRECT COST BILLING, CEILING and FINAL RATES (To be completed at time of award):

1. Billing Rates:

i. Federal Acquisition Regulation (FAR) 52.216-7(e) Billing Rates, states, “Until final annual indirect cost rates are established for any period, the Government shall reimburse the Contractor at billing rates established by the Contracting Officer or by an authorized representative (the cognizant auditor), subject to adjustment when the final rates are established.

These billing rates—

(1) Shall be the anticipated final rates; and,

(2) May be prospectively or retroactively revised by mutual agreement, at either party’s request, to prevent substantial overpayment or underpayment.”

Therefore, the Government shall reimburse the Contractor at the established Billing Rates, as established by the Cognizant Federal Agency (CFA) or cognizant auditor. Any change(s) to the Billing Rate(s) established, shall be approved by the CFA or cognizant auditor. In the event the Billing Rate(s) exceed any Ceiling Rate(s) established in G.4.a.2. below, the Government shall reimburse the Contractor at the Ceiling Rate(s).

ii. Interim Billing Rates: In the event that the Contractor does not have Contracting Officer or authorized representative (cognizant auditor) established Billing Rates, the following Interim Billing Rates apply to this contract:

INTERIM BILLING RATES:

Indirect Cost Pool Billing Rate Rate Base

Contractor Fiscal Year

Fringe (Ceiling

NA)

TBD (a)

Overhead TBD (b) G&A TBD (c) Other TBD (d)

Rates are applied to the following rate base(s):

a. Fringe rate is applied to …

b. Overhead rate is applied to…

c. G&A rate is applied to…

The above rates shall be used for reimbursement on contractor billings, pending review of a well-supported Billing Rate proposal, which is required to be submitted to the mailbox identified below, by the Contractor within six (6) months of contract award. The proposal shall be based upon at least four (4) months of actual costs and estimated costs for the current fiscal year and out-years of this contract. If you have prior year actuals, submit at least two

(2) years, if available.

For information about the proposal submission, refer to “Information for Contractors” at http://www.DCAA.Mil/Audit_Process_Overview.html.

CMS, or another CFA official or cognizant auditor, shall review the proposed rates in accordance with FAR 52.216-7(e), and FAR 42.704 Billing rates, to establish Billing rates for the current fiscal year and to provide current recommendations on the out-year rates. After receiving the established CFA or cognizant auditor Billing Rate Agreement, the Interim Billing Rates no longer apply.

Submit Billing Rate Proposals to:

AcquisitionDFSIncurredCostSubmission@CMS.HHS.Gov

With a courtesy copy to:

Alan.Fredericks@cms.hhs.gov

Meghan.Critzman@cms.hhs.gov

2. Indirect Cost Ceiling Rate(s):

http://www.dcaa.mil/Audit_Process_Overview.html mailto:AcquisitionDFSIncurredCostSubmission@CMS.HHS.Gov mailto:Alan.Fredericks@cms.hhs.gov mailto:Meghan.Critzman@cms.hhs.gov

a) Indirect Cost Ceiling Rate(s) established (as applicable) for this contract are in accordance with FAR 42.707, Cost Sharing Rates and Limitations on Indirect Cost Rates, and are as indicated below in the chart.

INDIRECT COST “CEILING” RATES

Indirect Cost Pool

Indirect Cost

Ceiling Rate

Contractor’s Fiscal Year

Rate / Allocatio n Base

Overhead Ex: 7/1/14 to 6/30/15 (a)

G&A Ex: 7/1/14 to 6/30/15 (b)

Other Ex: 7/1/14 to 6/30/15 (c)

Overhead Ex: 7/1/15 to 6/30/16 (a)

G&A Ex: 7/1/15 to 6/30/16 (b)

Other Ex: 7/1/15 to 6/30/16 (c)

Overhead Ex: 7/1/16 to 6/30/17 (a)

G&A Ex: 7/1/16 to 6/30/17 (b)

Other Ex: 7/1/16 to 6/30/17 (c)

Overhead (a)

G&A (b) Other (c)

Overhead (a)

G&A (b) Other (c)

Rates are applied to the following rate/allocation base(s):

Rate/Allocation Base a. Overhead rate is applied to …TBD Rate/Allocation Base b. G&A rate is applied to…TBD

b) When a ceiling rate(s) is/are established -

(1) The Government will not be obligated to pay any additional amount, should the final audited indirect cost rate(s) exceed the negotiated ceiling rate(s).

(2) In the event a final audited indirect cost rate is less than the negotiated ceiling rate, costs will be reimbursed at the final audited indirect cost rate.

3. Final Indirect Cost Rates: Pursuant to the provisions of FAR 52.216-7, Allowable Cost &

Payment, the allowable Indirect Costs under this contract shall be obtained by applying the CFA (Cognizant-Federal-Activity) approved Final Indirect Cost Rate(s) or the Ceiling Rate(s) (whichever are lower) to the appropriate cost base.

b. INCURRED COST RATE (ICR) PROPOSAL: Pursuant to FAR 52.216-7, Allowable Cost and

Payment, paragraph (d)(2), Final indirect cost rates, the Contractor shall submit an adequate final annual Indirect Cost Rate proposal within the 6-month period following the expiration of each of its fiscal years.

FAR 42.003(a) provides that the CFA, “…normally will be the agency with the largest dollar amount of negotiated contracts, including options.” FAR 42.703-1 further provides that a single agency shall be responsible for establishing final indirect cost rates for each business unit. This single agency is the CFA and may be DHHS, a delegated component of DHHS, or another Federal Agency (Defense Contract Audit Agency).

The Contractor shall submit its certified annual Indirect Cost Rate proposal to the following (both

CMS and the CFA) as identified below:

CMS:

Electronic proposals shall be submitted in MS Word and Excel formats, with .pdf signed Certification, to (Do not .pdf the entire proposal):

Office of Acquisition & Grants Management Acquisition Business & Services Group Division of Financial Services at -

AcquisitionDFSIncurredCostSubmission@CMS.HHS.Gov

With a courtesy copy to:

Alan.Fredericks@cms.hhs.gov

Meghan.Critzman@cms.hhs.gov

AND

COGNIZANT FEDERAL AGENCY:

TBD

Any questions about CFA responsibilities may be submitted to the Contracting Officer, or OAGM, ABSG, Division of Financial Services at:

mailto:AcquisitionDFSIncurredCostSubmission@CMS.HHS.Gov

AcquisitionDFSIncurredCostSubmission@CMS.HHS.Gov.

G.5 GOVERNMENT REPRESENTATIVES AND RESPONSIBILITIES (JUL 2016)

Following are the Government Representatives and their respective roles and responsibilities on this contract:

a. Contracting Officer

As defined in Federal Acquisition Regulation (FAR) 2.101, Definitions, and in accordance with FAR 1.602-1, Authority, “Contracting officers have authority to enter into, administer, and/or terminate contracts and make related determinations and findings.” There is no other authorized representative or any other Administrative Contracting Officer assigned to this contract to carry out a Contracting Officer’s duties, except for technical direction assigned to the Contracting Officer’s Representative, if applicable.

The Contracting Officer is:

Centers for Medicare & Medicaid Services Office of Acquisition & Grants Management Information Technology Contracts Group Division of Data Center Contracts ATTN: Alan Fredericks 7500 Security Blvd.

Mail-stop: B3-30-03 Baltimore, MD 21244-1850

Phone: 410-786-8622 Email Address: Alan.Fredericks@cms.hhs.gov

b. Contract Specialist

Notwithstanding any of the other provisions of this Contract, the Contract Specialist will assist the Contracting Officer with his/her responsibilities as defined in the FAR.

The Contract Specialist is:

Information Technology Contracts Group Division of Data Center Contracts ATTN: Meghan Critzman 7500 Security Blvd.

Mail-stop: B3-30-03 Baltimore, MD 21244-1850

Phone: 410-786-2042 Email Address: Meghan.Critzman@cms.hhs.gov mailto:AcquisitionDFSIncurredCostSubmission@cms.hhs.gov

c. Contracting Officer’s Representative

The Contracting Officer’s Representative (COR), as defined in FAR 2.101, Definitions, is:

Financial Management Systems Group Division of Program and Data Management ATTN: Leslie Engel 7500 Security Blvd.

Mail-stop: C3-20-11 Baltimore, MD 21244-1850

Phone: 410-786-6355 Email Address: Leslie.Engel@cms.hhs.gov

In accordance with FAR 1.602-2(d), Responsibilities, the COR’s delegated responsibilities are identified in the Contracting Officer’s appointment memorandum, a copy of which will be furnished to the contractor under section J as attachment J.6.

Technical direction must be within the general scope of the work stated in the contract. The term "technical direction" is defined to include, without limitation, the following:

(1) Directions to the Contractor which direct the contract effort, shift work emphasis between work areas or tasks, require pursuit of certain lines of inquiry, fill in details or otherwise serve to accomplish the contractual technical requirements as identified in the Statement of Work or Performance Work Statement; or

(2) Provision of information to the Contractor, which assists in the interpretation of drawings, specifications, or technical portions of the work description.

The COR does not have the authority to:

1. Make changes to contract terms and conditions;

2. Direct the contractor to perform work or make deliveries not specifically required under the contract;

3. Waive or relax the Government’s rights with regard to the Contractor’s compliance with the specifications, price, delivery or any other terms or conditions of the contract;

4. Make any commitments or approve any actions that would create any financial obligation on the part of the Government; or

5. Issue direction that constitutes a “change” as defined in:

FAR 52.243-1, Changes – Fixed Price;

FAR 52.243-2, Changes – Cost Reimbursement;

FAR 52.243-3, Changes – Time and Material and Labor Hour;

FAR 52.243-4, Changes; or, FAR 52.243-5, Changes and Changed Conditions.

mailto:Leslie.Engel@cms.hhs.gov

All technical direction shall be issued in writing by the COR or, if issued verbally, shall be confirmed in writing by the COR within five (5) business days after issuance.

The Contractor shall proceed promptly with the performance of technical direction duly issued by the COR within the scope of his/her authority.

If, in the opinion of the Contractor, any instruction or direction issued by a Government representative constitutes a change to the contract or constitutes a “Change Order” as defined in FAR 2.101, Definitions, the…