S O MAC PWS DRAFT.docx

CUI//PROCURE

Performance-Based Work Statement for Navy Medicine Strategic and Operational Services Multiple Award IDIQ Bureau of Medicine and Surgery

1. Introduction The contractor shall provide support services to Navy Medicine, headquartered at the Bureau of Medicine and Surgery (BUMED), in its mission to provide enhance resilience and readiness of the Fleet and Fleet Marine Forces, oversee individual medical readiness for deployment, and support operational readiness and special programs. The contractor will support Navy Medicine across all echelons to maintain current and future operations while enabling execution of all elements of the Surgeon General’s Campaign Plan, Campaign Order, and Priorities.

Navy Medicine's North Star delivers agile, scalable, trained, and certified medical units to provide enduring support to the Fleet, Fleet Marine Force, and Joint Forces in high-end competition, crisis, and combat. Navy Medicine will be organized to facilitate all phases of Force Development, Force Generation, Force Preservation, and Full Restoration of the warfighter. As a Maritime Medical Force, the mission is to develop and deliver manned, trained, equipped, maintained, and certified medical forces that develop, generate, and preserve the Naval human weapon system.

BUMED serves as the headquarters for all naval medical personnel enabling readiness, wellness, and health care to Sailors, Marines, and their families. BUMED exercises direct control over all medical professionals and develop policies in alignment with Title 10 Section 5137 for Navy and Marine Corps personnel. Additionally, in coordination with the Health Affairs and the Defense Health Agency, BUMED works closely to establish a standardized policy for the Department of War (DOW) military medical treatment facilities inside the United States and at our overseas locations.

There are four critical lines of effort (LOEs) that have been identified in support of further developing Navy Medicine and the Navy Medicine Enterprise (NME). The four LOEs are: (1) Deliver Expeditionary Medicine Systems, (2) Increase Sailor and Marine Deployability, (3) Provide Quality Healthcare and Patient Safety Programs Across the Naval Force, (4) Recruit and Retain Navy Medicine Shipmates.

The contractor shall provide services to BUMED in its mission to collaborate within and across all echelons to maintain current and future operations while enabling execution of all elements of the Surgeon General’s Campaign Plan, Campaign Order, Get Real-Get Better Strategy and Priorities. Task orders issued under this contract will require the contractor to provide support in one, all, or a combination of the following nine (9) core functions: (1) Clinical, Business, and Operational Modernization, (2) Strategic Management, (3) Project Analysis/Decision Support, (4) Training and Education, (5) Data Management and Visualizations, (6) Correspondence Management, (7) Strategic Communications, (8) Integration, and (9) Knowledge Management.

2. Tasks

2.1. Clinical, Business, and Operational Modernization

· Provide business and operational support to priority clinical, scientific, and operational programs, inclusive of scoping, prioritizing, and routing initiatives, tracking risks, providing analysis and recommendations to support Government decision-makers, mission, and goals, and providing knowledge management and logistics support for daily operations.

· Support strategy meetings with the departments, commands, and other offices to develop and perform Navy Medicine initiatives.

· Provide business and operational modernization of priority by developing annual strategies and accompanying Plans of Action and Milestones (POAM) to achieve goals and gain efficiencies and tracking strategy execution via operational metrics/measures of effectiveness reporting.

· Modernize and facilitate governance forums, processes, and policy to advance quality and safety initiatives to advance clinical, scientific, business and operational priorities.

· Perform analyses of sustainment options based upon leading practices to address technical problems, recommending solutions to facilitate quality improvement initiatives, supporting product and assisting policy development, and managing all stakeholder engagement to effectively leverage clinical and operational subject matter experts.

· Coordinate organizational integration efforts to promote collaboration, increase efficiency, improve standardization, and increase quality among Navy Medicine commands, their codes and sub-codes, and other critical departments, sections and offices as it relates to Navy Medicine initiatives.

· Develop, track and maintain databases as required while creating a plan to move back to government personnel for sustainment.

· Design, coordinate, and facilitate on-site visits to advance clinical, scientific, business and operational processes via program and process evaluation, needs assessments, and cost-benefit analyses to identify opportunities for improvement.

· Design, coordinate, and facilitate conferences/summits to convene clinical, scientific and operational subject matter experts to advance clinical processes, increase standardization, and optimize operational readiness.

· Perform project design and planning, plan execution, monitoring and management of projects/ initiatives, project status/risks tracking/reporting.

· Perform program evaluation and performance management to include environmental scans, current state needs- assessments, data calls, gap analyses, development of evaluation methodology/criteria, cost-benefit analysis (pre or post program implementation), business case analyses, analysis of alternatives, strategic impact assessments, risk assessments, risk mitigation, requirements gathering, concepts of operations, workflows, recommendations, ongoing performance monitoring, and other applicable products.

· Develop a working list of proposed and prioritized operational medicine initiatives.

· Support on-site visits, when necessary, to provide advisory support services and gather stakeholder input and validate alignment with initiatives.

· Provide support for establishing, writing, implementing, and updating strategic plans for all offices supported as needed. Provide progress reports of strategy implementation as requested.

· Assist the government with root cause analyses, special deep dive investigations, and identification of process issues and the human factor elements.

· Support the development, implementation, and visibility of NME transformation efforts.

· Support resource mapping, risk and quality management services, and ad hoc reporting and analyses to meet routine, high demand and/or short responses.

· Develop a decision support framework to prioritize requirements and manage capability performance against criteria including impact to Warfighter, resource availability, and risk to mission completion.

· Measure and continually monitor performance to assist in making necessary decisions to improve organizational effectiveness and efficiency.

· Assist with identification, analysis, and prioritization of program risks to include developing and implementing risk mitigation strategies.

· Provide strategic support to prioritize and scope Force Improvement (FI) opportunities identified by operational medicine leaders, and route approved initiatives proposed by Navy Medicine leaders.

· The contractor shall provide assistance and support services to ensure that people, processes, information technology, and policies are optimally supporting the Navy Medicine mission.

· Provide services to automate targeted data decision support processes to meet the mission, to include updating, consolidating, and assisting with the development of new policy, and leveraging information technology to streamline workflows through standardized data and network processes, templates, and tools to allow for the performance of programmatic activities more efficiently and effectively, as well as develop a robust training capability to significantly improve knowledge sharing and provide stakeholders the information necessary to perform their duties effectively and efficiently.

2.2. Strategic Management

· The contractor will assist in the development of policy to support initiatives that enhance operational medical readiness and then provide guidance at the BUMED and the Office of the Chief of Naval Operations (OPNAV) level.

· Review and analyze policies and other pertinent instructions and guidelines to identify the impact on current programs and provide recommendations for compliance and inform next steps for policy alignment and revision.

· Support and assist with the research, development, and revision of new and existing policies and shall conduct surveys and feasibility studies for policy formation and improvement of services.

· Research and review existing standards to identify and evaluate gaps and provide recommendations for new policies and procedures.

· Support the consolidation and/or de-conflict policy, help generate additional policies and products, and provide recommendations for policy strategies to include recommendations for policy implementation.

· Analyze and track programs, workflows, and initiatives to evaluate gaps, and assist to identify and close content gaps, realize common connections, minimize unnecessary redundancies, and assist the government with drafting policy changes.

· Refine and assist with the policy development process to ensure guidance at the BUMED, OPNAV, and Secretary of the Navy levels capitalizes on lessons learned to improve efficiency and reduce time and labor needed publish and implement.

· Utilize Artificial Intelligence (AI) or Robotic Process Automation (RPA) to 1) identify SECNAV, OPNAV, BUMED, or other policy changes that impact BUMED operations and 2) streamline next steps to ensure operations align with policy.

· Perform analyses and provide recommendations for strategy support to directors to establish, develop, and align strategic priorities for its respective missions, functions, and tasks.

· Identify, recommend, and coordinate with the government program manager areas for expansion in alignment with NME mission requirements and optimizations.

· Analyze performance metrics required to support Navy Medicine's efforts to achieve its mission through data-driven decision-making, efficient business processes, and effective clinical, business, and operational support.

2.3. Project Analysis/Decision Support

· Provide program and project analysis that requires assistance in the preparation of management plans and reports, coordinating schedules to facilitate completion of proposals, providing contract deliverables, work stream order review, briefings/presentations, and in- process review preparation.

· Maintain electronic library of decisions, meeting notes, analysis workbooks, updated tools as needed to provide an administrative record of projects. This record shall be organized to be easily searched and available with government Common Access Card access.

· Create and revise systems and procedures by analyzing operating practices, recordkeeping systems, forms control, office layout, and budgetary and personnel requirements; and provide recommendations for improvement.

· Perform analysis and assessments of proposed or existing initiatives and programs to measure the value of initiatives considering the impact on readiness as defined by the government.

· Identify and provide "best practices" among programs reviewed to leadership to optimize decision making.

· Develop and maintain project schedule of the milestones for leadership review to optimize policy development and decision-making process.

· Support the development and preparation of briefings to present government approved Courses of Actions and recommendations to senior leadership and stakeholders on matters related to Navy Medicine missions, functions and tasks.

· Provide analytical support for evaluating the accuracy and validity of readiness, clinical quality, currency (healthcare provider clinical proficiency via continuous clinical experience), and operational and performance measurement data based on historical data and trends.

· Assist government leaders with evaluating metric effectiveness for clinical and non-clinical readiness functions.

· Provide technical support for the analysis of literature and trends in healthcare delivery, health and wellness improvement, application of technology and emerging medical and clinical interventions.

· Ensure compliance of Naval program actions with Office of the Secretary of Defense Health Affairs mandates.

2.4. Training and Education

· Provide training support for projects and equipment as required by new or existing users and stakeholders.

· Develop new training program designs and existing program enhancements including various forms of training aides such as lesson plans and training aids and deliver them effectively to the customer.

· Design synchronous and asynchronous educational sessions and training modules for on-site, in-person, computer-based, or virtual activities that may be single efforts, enduring or recurring courses, events, or conferences.

· Provide support to optimize the facilitation of educational session to include the logistics for executing the requirements.

· Track metrics associated with each educational session, to include measures of success and return on investment data, and provide after action reports and lessons learned that may assist with future course enhancements.

2.5. Data Management and Visualizations

· Perform data collection, analysis and metric development to produce actionable data shared across the enterprise.

· Leverage AI, RPA, and other automation tools to perform quality assurance audits on collected data and reduce the administrative burden on Navy Medicine personnel.

· Develop, execute, optimize, maintain, and expand appropriate visualization dashboards for unique Navy readiness requirements.

· Develop and maintain change management communications to promote user engagement of the dashboards before and after launch.

· Support expansion efforts, to include the incorporation and enhancements of additional data sources and tailored views based on user and stakeholder input.

· Track utilization metrics, provide requested demonstrations, and communicate use cases to Navy Medicine stakeholders to optimize work products and maximize tool utilization.

· Enable the development of readiness metrics, automation-enabled visualization dashboards, and integrated readiness products through the combination of disparate data streams (e.g., dashboards, reports, algorithms).

· The contractor shall have expertise in the functionality of data sources outlined here, among others, and shall coordinate data from multiple sources supporting Defense Readiness Reporting System (and associated supporting and authoritative reporting systems such as MedMACRE, EMPARTS, Fleet Training Management and Planning System), OPNAV, Capability Development Process, Joint Capability Development Integrations System and the Department of Defense Planning Programming Budgeting Information System or other authoritative financial/budgeting system. Additionally, the contactor shall have familiarity and expertise in, and utilize, DoW, Navy or Navy Medicine unique systems to consolidate and validate accuracy, and confirm necessary data to manage issues is provided to leadership across a spectrum of clinical and non-clinical readiness areas to improve synchronization, analysis and decision making. Systems may include, but not be limited to, Joint Centralized Credentials Quality Assurance System M2 Clinical Data warehouse, Theater Medical Data Store Health Personnel Data Management System, Readiness Cost Reporting Program, Joint Patient Safety Reporting, Defense Medical Logistics Support System, LIMDU SMART, and MHS GENESIS, and MDR for clinical data. In order to facilitate effective data analysis for ongoing projects within the clinical communities and Chief Medical Office network, the Contractor will be granted access to other databases under development, and as deemed appropriate by clinical community managers.

· Utilize existing tools to enhance the data and communication timeliness, capability to measure, visualize, and affect relevant initiatives, and use existing tools to enhance the data and communication timeliness, capability to measure and visualize.

· Develop a data storage repository capability, data measure sets, automated data pulling capabilities, and overall performance management evaluation, the contractor shall use analytic tools and programs such as Anaconda, Putty, Notepad++, Git, Win SCP, SAS EG, MS SQL Server Management Studio, Tableau Desktop, Tableau Server, and SQL Server as best as possible, in accordance with what is available for use on the local network, and using available hardware capable of performing complex analyses (i.e. computers with faster processors and larger memory).

· Assist leaders with evaluating metric effectiveness for clinical and non-clinical readiness functions.

· Prepare a report of findings and provide recommendations for metrics to assist with monitoring and measuring performance.

· Build and maintain their own queries for existing metrics and give input on the methodology of a new metric the government is trying to develop or refine.

· Develop analytic approaches, coordinate stakeholder input, plan analytic activities, develop descriptions of and summarize the data, identify key performance parameters, generate features from variables, forecast outcomes and validate results.

2.6. Correspondence Management

· Provide correspondence and support services for task management of Navy taskers to include comprehensive and experienced management support for correspondence, taskers, tracking, assignment, coordination with cross-organizational stakeholders, and responses to ensure completion by the established due dates. Efforts should maximize more rapid decision making of government personnel.

· Provide subject matter expertise and assist Action Officers in the tasker lifecycle, to include preparation, development, review, routing, and monitoring of responses to internal and external requests for information and official correspondence requiring senior leadership review, endorsement, and/or signature, ensuring compliance with Naval correspondence policies and regulations, as well as applicable requirements and all procedural matters. This may include memoranda for the record, standard Naval letters, electronic tasking system entries, and general administrative packages requiring senior leadership signature or awareness. All correspondence should be provided by the deadline, to all extents possible.

· Coordinate assigned taskers and associated routing procedures for approval and/or dissemination for all taskers and correspondence.

2.7. Strategic Communication

· Provide communications support to manage standardized communications between internal and external stakeholders and develop effective communication strategies to include detailed briefs, dashboards, diagrams, charts, animations, manuals, online videos, etc. to increase users' understanding of technical and clinical content.

· Provide technical, administrative, editorial and graphics support, for the purpose of preparing reports, studies, analyses, and briefing papers on various financial, administrative, and business process matters related to overall activities and process management.

· Prepare informational and/or briefing papers on various financial, administrative, and business process matters related to overall activities and process management. Such work shall encompass, conducting information searches; scientific, medical, financial, and technical writing; editing; graphics preparation; and report layout and production.

· Implement questionnaires and feedback functions to allow for the development of targeted materials to increase the development and implementation of the NME.

2.8. Integration

· Coordinate stakeholders and develop processes to optimize, assign, and codify decision rights. This must include determining how existing governance bodies can be leveraged as forums for decision-making.

· Collaborate with Information Technology and Communication Services or others for technical support to conduct end-user checks of all audio/video teleconferencing systems prior to the start of all meetings.

· Capture key points and actions identified meetings, document meeting minutes and submit them to the meeting's leader for review and approval while tracking tasks that need to be completed following meetings.

· Develop Key Performance Indicators and metrics to measure and monitor the effectiveness of the governance solution and as needed, refresh continuous process improvement cadence.

· Liaise and coordinate activities and communication to carry out the mission.

· Provide support to organize the execution of large-scale meetings, workshops, teleconferences, and other events in support of the mission.

· Collect, compile, organize, and summarize information relevant to, and in preparation for, an event to include the collaboration with multiple government agency event sponsors.

2.9. Knowledge Management

· Provide knowledge management support by utilizing web-based collaboration sites (e.g. Microsoft SharePoint, Microsoft Teams, etc.) and internal shared drive sites. The contractor shall support version control of all documentation and manage active or archived data for ensuring standardization and historical accuracy of operations.

· Maintain records management processes, archive records in accordance with policy, and/or purge files as per regulations when/if the government determines it is appropriate to do so.

· Identify milestones where Government information/activity is required and timeline dependencies for subsequent contractor activities.

3. Other Pertinent Information

3.1. Acronyms—

3.2. Period of Performance—

The ordering period is expected to begin on 01 March 2027 and continue through 31 August 2032. The Level of Effort (LOE) is 2,229,392 hours for the total of the 66-month period. The period of performance for task orders placed will not exceed 12 months. The proposed contract type is an Indefinite Delivery, Indefinite Quantity contract with the ability to issue both Cost Plus Fixed Fee and Firm Fixed Price task orders.

3.3. 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 work will be determined by the task order. The normal hours of operation at BUMED will typically be from Monday to Friday 0800 to 1630, but hours may flex given global communication requirements across various time zones. The Contractor may work on holidays or weekends at the discretion of the vendor, if services are suitable, and hours do not exceed that which is set within the contract. 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 task orders that require on-site work and that are explicitly restricted from telework, situational telework 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, in consultation with BUMED leadership.

Since the Government's primary facilities for this task have limited space to support on- site contractor resources, contractors may be authorized to work from contractor facilities. However, the government expects that due to the fluid nature of the requirements and need for support of internal meetings and with third party stakeholders; the contractor is expected to be able to attend meetings when requested by government staff.

3.4. Level of Effort—

3.5. Minimum Qualifications—

· Level I (Entry/Junior) Less than 5 years’ experience

· Requires a bachelor’s degree and 0-5 Years of experience in the field or in a related area. Has knowledge of commonly used concepts, practices, and procedures within a particular field or related area. Primary job functions do not typically require exercising independent judgment. Works under general supervision; typically reports to a supervisor or manager.

· Level II (Intermediate) 5-12 years’ experience

· Bachelor’s Degree Required (master’s preferred); at least 5-12 Years of experience in the field or in a related area. Familiar with a variety of commonly used concepts, practices, and procedures. Relies on extensive experience and judgement to plan and accomplish goals. May lead and direct the work of others. May report to a supervisor or manager.

· Level III (Senior) More than 12 years’ experience

· Master’s degree required and may require a PhD; at least 12 Years of experience in the field or in a related area. Familiar with a variety of commonly used concepts, practices, and procedures. Relies on extensive experience and judgement to plan and accomplish goals and independently performs a wide range of complicated tasks. May provide consultation on complex projects and is considered to be the top-level contributor/specialist. May lead and direct the work of others. May report to an executive or director.

3.6. Labor Categories—

· Communications Analyst: Manages internal communications between stakeholders. Develops effective communication strategies. Drafts content for mass release between various departments. Assists in communication of strategies or messages from senior leadership. Liaise with various stakeholders in regards to multiple issues

· Data Analyst: Interprets data, analyze results using statistical techniques and provide ongoing reports for upper management. Develops and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality. Acquires data from primary or secondary data sources and maintain databases/data systems. Identifies, analyze, and interpret trends or patterns in complex data sets.

· Front End Developer: Responsible for crafting the visual and interactive components of websites and web applications. Understanding and experience with languages like HTML, CSS, and JavaScript to build the structure, style, and functionality of web pages, ensuring they look and perform seamlessly across various devices and browsers. Collaborate closely with designers to implement user interface designs, adding interactivity and enhancing user experiences through animations, forms, and real-time features. Translate design concepts into interactive and functional user interfaces.

· Functional Analyst: Analysis of business, finance, computer science, functional, technical, activities and events. Responsible for documenting and strategizing process improvements for current business processes. Provide market research on conditions that impact the overall operational efficiency of an organization and identifying symptoms for process improvement.

· Functional Analyst (Pharmacy): Has high level subject matter expertise of supply chain business best practices as related to inventory management. Ability to lead an enterprise deployment of a technical tool related to supply chain inventory optimization. Coordinates all aspects of a site visit and IT installation, including in-briefs and out-briefs with command leadership, tool installation, and training of MTF staff. Provides sustainment support and conducts data analytics on inventory data to deliver both retrospective and predictive analysis to leadership. Ability to manage multiple stakeholders across the Navy from headquarters to individual MTFs in the field. Has prior experience working for Navy Medicine and has experience working with military systems relating to pharmacy operations, specifically the Composite Health Care System (CHCS) and the Defense Medical Logistics Standard Support (DMLSS). Has expert experience in Microsoft Excel, Visual Basic for Applications (VBA), and MS Structured Query Language (SQL). Has professional experience in a patient experience related role or experience in engaging in patient experience efforts and experience in supporting the improvement of clinical operations within a large healthcare delivery setting. Has conducted ethnographic research and ability to using human-centered design methodologies in a healthcare setting. Preference for a Certified Patient Experience Professional.

· Performance Management/Metric Analyst: Provides analytical management assistance by planning, coordinating and directing programs, conducting surveys and studies, and special projects. Performs responsible administrative research and analyses and provides recommendations. Conducts research.

· Pharmacy Specialist: Registered Pharmacist (RPh) in at least 1 state. Has high-level subject matter expertise in Readiness, DoW and Navy Pharmacy outpatient, inpatient and clinical Pharmacy operations with a full knowledge and understanding of the DoW Formulary and pharmacy prescription workflow processes. Has prior experience as a large Medical Treatment Facility Pharmacy Department Head and OCONUS Pharmacy Department Head. Has at least 2 years of executive medicine and/or BUMED experience with deployment experience preferred. Additional experience in the joint DoW and VA environment. Current member of American Society of Health-System Pharmacists (ASHP) and American Pharmacists Association (APhA). Ability to brief leadership (Defense Health Agency, BUMED, Commands and industry partners) on current pharmacy programmatic topics.

· Policy/Training Analyst: Conducts the research necessary to develop and revise training courses and prepares appropriate training catalogs. Develops all instructor materials (course outline, background material, and training aids). Develops all student materials (course manuals, workbooks, handouts, completion certificates, and course critique forms). Trains personnel by conducting formal classroom courses, workshops, seminars, and/or research based/computer aided training.

· Program Manager: Serves as the contractor's single contract manager and shall be the contractor's authorized interface with the Government Contracting Officer (KO), the contract level Contracting Officer's Representative (COR), government management personnel and customer agency representatives. Responsible for formulating and enforcing work standards, assigning contractor schedules, reviewing work discrepancies, supervising contractor personnel and communicating policies, purposes, and goals of the organization to subordinates. Shall be responsible for the overall contract performance and shall not serve in any other capacity under this contract.

· Project Analyst: Advises and collaborates with the government and team members to ensure project outcomes are time-bounded, efficient, and purposefully completed. Must have an understanding of project administration and data analytical thinking, problem solving and reasoning skills and effective with electronic technologies. They need to have a functional understanding of military regulations and rules, excellent reporting and research capabilities, and the capability to preserve working relationships and good interactive abilities.

· Project Manager: Responsible for the overall management of the specific task order(s) and ensuring that the technical/financial solutions and schedules in the specific delivery orders are implemented in a timely manner. Organizes, directs and coordinates the planning and production of all activities associated with assigned delivery order projects. Demonstrates competent writing and oral communication skills. Ensures quality products and services and delivered.

· Research Analyst: Formulates/defines research and development scope and objectives for assigned projects. Devises or modifies procedures to solve complex problems considering capacity and limitations, operating time and form of desired results. Prepares detailed specifications from which research programs will be written. Responsible for program design, testing, and documentation. Has full technical knowledge of all phases of research application analysis and programming. Has good understanding of research analysis techniques and ability to apply them.

· Software Engineer: Designs, develops, and provides customization of various applications to meet a series of predefined requirements. Requirements will be met through the use of various programming languages and possibly machine and assembly languages.

· Subject Matter Expert: Provides extremely high level subject matter expertise for work described in the task. Provides advanced technical knowledge and analysis of highly specialized applications and operational environment, high-level functional systems analysis, design, integration, documentation, training, and implementation advice on complex problems which require doctorate level knowledge of the subject matter for effective implementation. Applies principles, methods, and knowledge of specific functional areas of expertise to specific task order requirements. Provides advice on esoteric problems which require extensive knowledge of the subject matter. Designs and prepares technical reports, studies, and related documentation, makes charts and graphs to record results, prepares and delivers presentations, training, and briefings as required by the task order.

· Training Analyst: Conducts the research necessary to develop and revise training courses and prepares appropriate training catalogs. Develops all instructor materials (course outline, background material, and training aids). Develops all student materials (course manuals, workbooks, handouts, completion certificates, and course critique forms). Trains personnel by conducting formal classroom courses, workshops, seminars, and/or research based/computer aided training.

· Training Specialist: Delivers in-depth training programs and workshops to various entities. Monitors the effectiveness of training programs through individual or group performance results. Collects feedback on sessions from training recipients to use for future improvements to content and presentation. Develops new training program design and existing program enhancements including various forms of training aides such as lesson plans and training aids.

· Administrative Assistant: Provides high-level administrative support to program managers and functional teams. Duties include preparing reports, scheduling meetings, managing correspondence, and coordinating logistics for strategic modernization initiatives.

· Clerical Support: Performs routine clerical and data entry tasks. Responsibilities include document formatting, maintaining files, answering routine correspondence, and updating basic data management trackers.

3.7. Government Furnished Equipment/Property/Information—

· Equipment: 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. need for routine access of network shared drives or access to data in secured servers are necessary for duties). For contractors not eligible for GFE, Common Access Card enabled card readers may be provided by the contractor for access to pertinent sites.

· Information: 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.

· BUMED requires all contractor personnel who require CAC, GFE, or network access to be checked in (i.e. onboarded) via the Virtual Check-In Process (VCIP). 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. The Contractor shall collaborate with the COR/COR-TA and BUMED's Security Office to achieve eligibility for onboarding. The Contractor shall support the on-boarding process of all contract staff through BUMEDs' VCIP SharePoint site, 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.

3.8. Security Requirements—

3.8.1. The highest level of security required for this requirement is Secret. See the attached DD254 for details.

3.9. Travel—

The estimated travel requirements are as follows. The estimated travel cost per contract period is not-to-exceed $500,000 (not including applicable indirect costs).

3.9.1. Purpose of 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 within the Task Orders.

3.9.2. Possible Locations of Travel: Travel may be required and is not limited to the following locations:

· BUMED

· Navy Medicine Forces Atlantic (NMFL), Portsmouth, VA

· Navy Medicine Forces Pacific (NMFP), San Diego, CA

· Navy Medicine Readiness Training Commands/ Units (NMRTC/Us), CONUS and OCONUS

· Navy/ Marine Corps Operational commands, CONUS and OCONUS

· Navy Medicine Research and Development Command (NMRDC), Silver Spring

· Navy Medical Forces Development Command (NMFDC), San Antonio

3.9.3. Expectation 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 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 unless specified otherwise withing the task order.

3.10. Other Direct Costs (ODCs)—

· There are no estimated ODC requirements.

4. List of Deliverables This is an estimated list of deliverables. A summary of the estimated deliverables is as follows:

5. Performance Standards/Quality Assurance Surveillance Plan

Each subsequent Task Order will include a tailored QASP with specific technical metrics, and outlined standard financial deduction mechanisms.

The Government reserves the right to conduct unannounced, on-site inspections of contractor and sub-contractor facilities where contract work is being performed.

6. Points of Contact

COR

CDR Lauren Brown

(703) 681-9190 lauren.c.brown8.mil.health.mil

CDR Jessica Norris 703-681-9189 Jessica.r.norris.mil@health.mil

Contracting Office POC:

To be filled out by FLC

7. Privacy Information Personally Identifiable Information, Protected Health Information, and Federal Information Requirements (Revised 16 July 2025) Overview This Section addresses the Contractor’s requirements under The Privacy Act of 1974 (Privacy Act) as amended, The Freedom of Information Act (FOIA), and The Health Insurance Portability and Accountability Act (HIPAA) as set forth in applicable statutes, implementing regulations and Department of Defense (DoD) issuances. In general, the Contractor shall comply with the specific requirements set forth in this Section and elsewhere in this Contract. The Contractor shall also comply with requirements relating to records management as described herein.

This Contract incorporates by reference the federal regulations and DoD issuances referred to in this Section. If any authority is amended or replaced, the changed requirement is effective when it is incorporated under contract change procedures. Where a federal regulation and any DoD issuance govern the same subject matter, the Contractor shall first follow the more specific DoD implementation unless the DoD issuance does not address or is unclear on that matter. DoD issuances are available at http://www.dtic.mil/whs/directives.

For purposes of this Section, the following definitions apply.

DoD Privacy Act Issuances means the DoD issuances implementing the Privacy Act, which are DoDI 5400.11, DoD Privacy and Civil Liberties Programs, January 29, 2019, and DoDI 5400.11- R, Department of Defense Privacy Program, May 14, 2007; SECNAVINST 5211.5F, DON Privacy Program.

HIPAA Rules means, collectively, the HIPAA Privacy, Security, Breach, and Enforcement Rules, issued by the U.S. Department of Health and Human Services (HHS) and codified at 45 Code of Federal Regulations (CFR) Part 160 and Part 164, Subpart E (Privacy), Subpart C (Security), Subpart D (Breach) and Part 160, Subparts C-E (Enforcement), as amended.

Additional HIPAA rules regarding electronic transactions and code sets (45 CFR Part 162) are not addressed in this Section and are not included in the term HIPAA Rules.

DoD HIPAA Issuances means the DoD issuances implementing the HIPAA Rules in the DoD Military Health System (MHS). These issuances are DoDM 6025.18, “Implementation of the Health Insurance Portability and Accountability Act (HIPAA) Privacy Rule in DoD Health Care Programs,” March 13, 2019, and DoDI 8580.02, Security of Individually Identifiable Health Information in DoD Health Care Programs, August. 12, 2015.

Bureau of Medicine and Surgery (BUMED) Privacy and Civil Liberties Office (N61) is the BUMED Privacy and Civil Liberties Office for Navy Medicine. The BUMED Echelon II Command Information Officer (CIO) is the senior proponent for the HIPAA Privacy and Security Officer functions across the Navy Medicine enterprise.

Defense Health Agency (DHA) Privacy and Civil Liberties Office (PCLO) is the DHA Privacy and Civil Liberties Office. The DHA Privacy Office is the HIPAA Privacy and Security Officer for DHA components and Military Health System (MHS).

Records Management

When creating and maintaining official government records, the Contractor shall comply with all federal requirements established by 44 United States Code (U.S.C.) Chapters 21, 29, 31, 33 and 35, and by 36 CFR, Chapter XII, Subchapter B – Records Management. The Contractor shall also comply with DoD Administrative Instruction No. 15 (DoD AI-15), “OSD Records and Information Management Program” (May 3, 2013) and Records Management requirements outlined in the SECNAV M-5210.1, Department of Navy (DON) Records Management Program.

Freedom of Information Act (FOIA)

The Contractor shall comply with the following procedures if it receives a FOIA request and immediately contact the BUMED FOIA Officer for evaluation/action:

The Contractor shall inform DoD stakeholders that BUMED FOIA procedures require a written request preferably sent via the DON FOIA Portal at: www.securerelease.us. However, requesters may also submit requests via email at usn.ncr.bumedfchva.mbx.foia-bumed@health.mil or via postal delivery addressed to the BUMED Medical-Legal Affairs Office, Attn: FOIA, 7700 Arlington Boulevard, Suite 5124, Falls Church, Virginia 22042-5124. All FOIA requests shall describe the desired record as completely as possible to facilitate its retrieval from files and to reduce search fees which may be borne by the requestor. Contract and/or Modification numbers must be included in all FOIA requests seeking BUMED procurement records. Although the administrative time limit to grant or deny a request (ten working days after receipt) does not begin until the request is received by BUMED, the Contractor shall act as quickly as possible and respond to BUMED within ten working days.

In response to requests received by the Contractor for the release of information, unclassified information, documents, and forms which were previously provided to the public as part of routine services shall continue to be made available in accordance with previously established criteria. All other requests from the public for release of BUMED records and, specifically, all requests that reference FOIA shall be immediately forwarded to BUMED, Attention: Freedom of Information Officer, for appropriate action. Direct contact, including interim replies, between BUMED contractors and such requestors is not authorized. The Contractor shall process requests by individuals for access to records about themselves in accordance with directions from the BUMED Medical-Legal Affairs FOIA Office. If such a requestor specifically makes the request under the Privacy Act or does not make clear whether the request is made under FOIA or the Privacy Act, the Contractor shall process the request in accordance with directions from the BUMED FOIA Officer or the Privacy Office. If requestor specifically seeks PHI under HIPAA, the Contractor shall follow paragraph 8.1.6, relating to individual rights of access to PHI.

Systems of Records In order to meet the requirements of the Privacy Act and the DoD Privacy Act Issuances, the Contractor shall identify to the BUMED Contracting Officer (CO) systems of records that are or will be maintained or operated for the Department of Navy (DON) where records of PII collected from individuals are maintained and specifically retrieved using a personal identifier.