Solicitation - N0018926QB143.pdf

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SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NUMBER 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

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9. ISSUED BY

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14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE17a. CONTRACTOR/

OFFEROR

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17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

REQUEST

FOR QUOTE

(RFQ)

INVITATION

FOR BID

(IFB)

REQUEST

FOR

PROPOSAL

(RFP)

SEE ADDENDUM

19.

ITEM NUMBER

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Government Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH

AND DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND

ON ANY ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS

SPECIFIED

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DATED . . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

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31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

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AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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Prescribed by GSA - FAR (48 CFR) 53.212

10. THIS ACQUISITION IS UNRESTRICTED OR

NORTH AMERICAN

INDUSTRY CLASSIFICATION

STANDARD (NAICS):

SIZE STANDARD:

13a. THIS CONTRACT IS A

RATED ORDER UNDER

THE DEFENSE PRIORITIES

AND ALLOCATIONS

SYSTEM - DPAS (15 CFR 700)

SET ASIDE: % FOR:

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BOARD (FOB) DESTINATION

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ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

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AND 52.212-5 ARE ATTACHED. ADDENDA

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8(A)

ECONOMICALLY

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NOTE: OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30.

Created On:

04 Sep 2026, 16:50 PM Greenwich Mean Time

Section A - Solicitation/Contract Form

BUMED Optimization and Transformation

Bureau of Medicine and Surgery (BUMED) Optimization and Transformation Product Service Code: R408

GENERAL INFORMATION

Quoters may submit questions requesting clarification of solicitation requirements at any time, up to 8 September 2026 at 5:00pm ET (Philadelphia). Time may not permit responses to questions received after that date to be prepared and issued prior to the due date of the quotes. Responses to the questions will be provided via an amendment to the solicitation. All questions should be submitted to Megan Emery at megan.p.emery.

civ@us.navy.mil.

This solicitation is reserved for only Seaport NxG MAC holders. The quoter must provide a valid SeaPort-NxG Multiple Award Contract (MAC) IDIQ Number. Failure to hold an active prime contract will result in a rating of Unacceptable and eliminated from further evaluation.

PREPARATION COSTS

This Request for Quotations (RFQ) does not commit the Government to pay for the preparation and submission of a quotation.

FAIR OPPORTUNITY EVALUATION FOR AWARD

The Navy will provide interested sources a fair opportunity IAW FAR 16.505(b) using the procedures and evaluation factors described in this provision. It's emphasized that this is a FAR 16.505 fair opportunity process intended to streamline the source selection and be minimally burdensome for both the Navy and quoters interested in competing for this requirement. The procedures of FAR 15.3 do not apply to the source selection.

While not an all-inclusive list, some examples of FAR 15.3 requirements that don't apply are the late is late rule, competitive range determinations, the FAR 15.3 rules for discussions, formal evaluation plans, and formal evaluation documentation.

POINT OF CONTACT

The point of contract (POC) for this Request for Quote (RFQ) is Megan Emery, who may be reached via e-mail at megan.p.emery.civ@us.navy.mil.

PERIOD OF PERFORMANCE

The period of performance will begin promptly 15 days following award of task order.

Quoters will be evaluated in accordance with the criteria, subfactors, and instructions set forth in Section L (Instructions to Offerors) and Section M (Evaluation Factors for Award) of this solicitation.

The deadline for quote submissions is 12:00 EDT (Philadelphia) on 14 September 2026.

N0018926QB143

Section B - Supplies or Services & Prices or Costs

Additional Information/Notes

The Government intends to unilaterally deobilgate any unliquidated obligations 90 days after each period of performance. Prior to doing so, the Contracting Officer (or Administrative Contracting Officer) will notify the contractor of the intended amount of deobligation and ask the contractor to confirm within one week that all invoices for the completed period of performance have been submitted and processed for payment (with the exception of any invoice for rate adjustment upon receipt of DCAA approved final rates for any cost-type CLINs or SLINs). Upon confirmation that all invoices have been submitted and processed for payment, or upon the contractor's failure to respond to the PCO/ACOs notification of intent to deobligate, the Contracting Officer or Administrative Contracting Officer will unilaterally deobligate the potential ULOs by reducing the funded amount to an amount equal to the contractors invoiced/paid amount for that contract period of performance.

Note: Reduction of cost-reimbursement CLINs or SLINs in accordance with the above DOES NOT change either party's obligations under a Final Invoice submitted upon DCMA establishing final rates for each CLIN and or SLIN.

Item Supplies/Service Quantity Unit Unit Price Amount

0001 Labor IAW PWS

Pricing Arrangement: Firm Fixed Price

12 Months

0002 Travel NTE $35,000

Pricing Arrangement: Cost No Fee

1 Lot

Option Line Item

Labor IAW PWS

Pricing Arrangement: Firm Fixed Price

12 Months

Option Line Item

Travel NTE $35,000

Pricing Arrangement: Cost No Fee

1 Lot

Option Line Item

Labor IAW PWS

Pricing Arrangement: Firm Fixed Price

12 Months

Option Line Item

Travel NTE $17,500

Pricing Arrangement: Cost No Fee

1 Lot

Section C - Description/Specifications/Statement of Work

Performance-Based Work Statement for

Optimization and Transformation U.S. Navy Bureau of Medicine and Surgery (BUMED) N10D (Medical Readiness)

1. Introduction

The Bureau of Medicine and Surgery (BUMED) has a requirement for Information Technology and Communications professional support services to assess, support, and enhance Navy Medicine's Medical Readiness (N10D) directorate. Navy Medicine is facing significant changes in the upcoming years such as shifts in operations related to the NDAA, sustainment of legacy IT systems, and shifts in operations to support operational forces to ensure optimal readiness for themselves and their family members. With such significant changes occurring, consistent program support will be critical not only to develop and implement process improvement activities, but also to sustain ongoing operations, transition programs where necessary, and implement new initiatives to further the mission throughout the infrastructure network.

2. Background

At a high level, N10D's mission is to "Support the N10D Mission by ensuring the Medical Readiness of every Sailor and Marine by overseeing force health, deployability and suitability screening for assignment, monitoring Family Readiness, guiding the identification of fit and unfit personnel, and providing subject matter expertise on adjudication processes to guarantee that Navy personnel are medically ready for any deployment or assignment." To accomplish this mission, N10D has several associated objectives but is not limited to:

2.1. Ensure the data and communications information flow for readiness of Sailors and Marines by actively and passively monitoring force health, deployability, and suitability screening for assignment throughout the network

2.2. Monitor and ensure Family Readiness to support mobilization of the force across the enterprise

2.3. Evaluate and update Navy and USMC matters and policy regarding current standards, practices, procedures, and safety issues for associated readiness programs

2.4. Develop policies and processes to guide identification and disposition of unfit Active Duty and Reserve personnel

2.5. Provide subject matter expertise and advisory opinions on medical and administrative adjudication processes for accession or retention in the Department of Navy

2.6. Provide Navy Medicine policy, procedure, guidance, training, and oversight for Educational and Developmental Intervention Services (EDIS).

2.7. N10D serves as the strategic authority for multiple critical programs. The Contractor shall provide policy analysis, data engineering, training development, and administrative support across the following functional portfolios but not limited to:

Portfolio Category

Functional Mission Areas & Contractor Support Focus

Family Readiness & Specialized Care

Provide policy and data support for Educational and Developmental Intervention Services (EDIS). Support oversight for Medical, Dental, and Educational Suitability Screenings for overseas/remote orders. Assist with policies pertaining to transgender Service members.

Accessions & Retention

Execute and maintain data tracking protocols for medical waiver recommendations (enlistment retention, scholarship, commissioning). Provide technical and administrative liaison services to N10D leadership for coordination with the Military Entrance Processing Command regarding medical standards for USMC/Navy accessions.

Disability & Limited Duty

Provide analytical and policy support for the Integrated Disability Evaluation System (IDES), Legacy Disability Evaluation System, and Medical Evaluation Boards (MEB) to include Limited Duty (LIMDU) and Administrative Separations for Conditions Not Amounting to a Disability (ADSEP CnD).

Force Health &

IMR

Support the Individual Medical Readiness (IMR) program, Periodic Health Assessments, and Deployment Related Health Assessments. Monitor Force Health Protection (FHP) Quality Assurance and monitor deployability and suitability screening for assignment

2.8. N10Ds operations are central to the future requirements of Navy Medicine as it relates to a Medically Ready Force, and will continue to expand through new policies and additional requirements. This ever-changing landscape necessitates additional support to be able to continue current operations and meet the increased need of future operations.

3. Objectives/Scope

There are a number of activities that will support and enhance N10D's data network for day-to-day operations. These support services are needed to ensure that the people, processes, information technology, and policies are adequately supporting the N10D mission. Such support will enhance the ability to deliver appropriate telecommunications and data over to stakeholders and to improve N10D's ability to automate its data decision support processes to meet Operations, Plans and Readiness' mission. Updating, consolidating, and generating new policy, and leveraging information technology to streamline workflows through standardized data and network processes, templates, and tools will allow N10D to perform programmatic activities more efficiently and effectively as well as develop a robust training capability will significantly improve knowledge sharing and provide stakeholders the information necessary to perform their duties effectively and efficiently.

The following attributes will provide N10D with the necessary support to meet its intended mission: 1). Practical experience in implementing federal and commercial health care best practices; 2). Experience supporting both the clinical and operational side of Military Medicine with optimizing Information Technology and Communications Infrastructure processes and policies; 3). Knowledge and understanding of Navy Medicine's challenges as it relates to clinical programs, Medical Readiness, and the implications of the operational transition related to yearly NDAAs; 4). Detailed understanding of Navy Medicine's strategic intent, functions, and processes to navigate policy development and overall change management activity to support transformational efforts throughout the enterprise; 5). Expertise in developing a capability to track and monitor program performance management that allows leadership to align performance to strategic goals on an ongoing basis.

4. Tasks

4.1. Policy Implementation

4.1.1. The contractor will assist with drafting, modernizing, organizing, and disseminating medical readiness policy, procedural documentation, and stakeholder communications that enable BUMED N10D to implement and maintain enterprise medical readiness guidance.

4.1.2. Provide research and technical writing support to assist the Government in drafting updated medical and physical standards for Navy and Marine Corps accessions and retention.Support development of Disability Evaluation System (DES) and Limited Duty (LIMDU) processes

4.1.3. Support development of IMR and broader FHP guidelines.

4.1.4. Develop family readiness support frameworks, including Educational and Developmental Intervention Services

(EDIS).

4.1.5. Develop data governance and protocols for the surveillance and tracking of fleet readiness metrics.

4.1.6. Assist with drafting, revising, formatting, quality-checking, and maintaining medical readiness policy and guidance work products for N10D review and approval.

4.1.7. Drafting Requirements: All drafted policies must align with the directorate's strategic objectives and higher-level DoW directives. Ensure clear delineation of roles, responsibilities, and standardized procedures for managing specialized care, force health, , and medical readiness tracking.deployability and suitability screening for assignment

4.1.8. Adjudication Facilitate stakeholder reviews, consolidate feedback, and provide technical writing support to adjudicate comments through the formal staffing and clearance process. Coordinate stakeholder inputs for policy actions, document comment resolution, and maintain complete coordination records through action closure.

4.1.9. Gap Analysis: Analyze existing process workflows and policy documents across N10D to identify content gaps, establish common connections, and eliminate unnecessary redundancies.

4.1.10. Enterprise Alignment: Ensure all policies are de-conflicted and aligned to ensure standards are consistent from accession through discharge for Service members and their families, strictly adhering to DoW and DON directives.

4.1.11. Provide strategic and operational support to execute the rollout of new or updated readiness policies across the enterprise.

4.1.12. Implementation Plans: Develop phased implementation plans detailing timelines, milestones, stakeholder impacts, and resource requirements.

4.1.13. Implementation Plans: Develop phased implementation plans detailing timelines, milestones, stakeholder impacts, and resource requirements.

4.1.14. Training & Communication: Draft strategic messaging, executive briefings, and training materials (e.g., FAQs, quick reference guides) to educate Echelon II-IV commands, Medical Treatment Facilities, and line commanders on revised LIMDU, accessions, IMR, deployment health, suitability assessments and EDIS policies.

4.1.15. Develop and refine policy frameworks that govern the surveillance, data collection, and compliance tracking of military readiness programs.

4.1.16. Metrics Integration: Establish policy guidelines for how IMR, LIMDU, deployability, suitability and force health data are tracked, reported, and utilized by leadership for decision-making.

4.1.17. Compliance Auditing: Draft assessment tools and compliance checklists to evaluate adherence to published accessions, retention, deployability, suitability and family readiness policies across the fleet.

4.1.18. Draft & Revise: The contractor will assist with developing and updating instructions, memorandums, notices, Concepts of Operation, and process workflows for programs including but not limited to EDIS, IDES, IMR, deployability and suitability.

4.1.19. Produce stakeholder-facing communications, implementation materials, and distribution plans that explain policy changes, clarify required actions, and promote consistent execution across the enterprise.

4.2. Data and Performance Management Support Services

The contractor shall collate, manage, analyze, visualize, and report medical readiness data using Government-approved and locally available tools, systems, and platforms to improve measurement, reporting consistency, and leadership decision-making.

4.2.1. Compile, organize, and format program-level readiness data from existing, authorized Government systems to generate standardized reports.

4.2.2. Extract, validate, process, analyze, and visualize medical readiness data from approved readiness systems and data sources to generate actionable readiness insights.

4.2.3. Develop and maintain automated data extraction and transformation processes to pull metrics related to deployability and suitability screening for assignment, accession waivers, retention trends, and medical boards.

4.2.4. Produce, update, and maintain recurring and ad hoc reports that enable deployment health, readiness monitoring, performance review, and timely leadership awareness.

4.2.5. Define, refine, and track Key Performance Indicators in coordination with the directorate that measure the health, readiness, and deployability of the force.

4.2.5.1. Metric Formulation: Develop standardized metrics to evaluate program effectiveness, such as:

4.2.5.1.1. Average processing times for Disability Evaluation System (DES) and Limited Duty (LIMDU) phases.

4.2.5.1.2. Compliance and care-delivery timelines within the EDIS program.

4.2.5.1.3. IMR deficiency rates across Navy and Marine Corps units.

4.2.5.1.4. Suitability for assignment for Navy and Marine service members and their families compliance, processing timeline, reconsiderations frequency and results, and non-suitable rates.

4.2.6. Benchmarking: Conduct historical trend analysis and benchmarking to establish baseline performance metrics for accessions, retention, and deployability and suitability screening for assignment surveillance.

4.2.7. Build and maintain a data repository for products, including reporting templates, historical submissions, business rules, data dictionaries, analytic outputs, and supporting documentation.

4.2.8. Implement and maintain automation for recurring data pulls and reports, when technically feasible and authorized.

4.2.9. Analyze data to identify trends, bottlenecks, correlations, performance gaps, and key drivers affecting readiness outcomes, and present findings in usable decision-support formats.

4.2.10. Establish and maintain a performance review framework and reporting cadence for dashboards, recurring reports, and formal readiness outcome discussions.

4.2.10.1. Develop and maintain a data infrastructure framework that describes the ongoing cadence of program, project, and initiative performance reviews and include milestones such as dashboard refreshes and formal performance reviews.

4.2.11. Improve usability, training, and adoption of analytic products.

4.2.12. Establish and enforce strict data quality control measures and governance protocols to ensure the accuracy, completeness, and security of all readiness data.

4.2.12.1. Data Validation: The Contractor shall perform routine audits of EDIS, LIMDU, and IMR data sets to identify anomalies, duplicate records, or systemic input errors, and coordinate with stakeholders for remediation.

4.2.12.2. Privacy & Compliance: The Contractor shall ensure all data management activities strictly adhere to DoW, DoN, and DHA policies regarding the safeguarding of Personally Identifiable Information and Protected Health Information during analytics and reporting processes.

4.2.12.3. Provide administrative and technical analysis to assist the Government in drafting migration plans and decommissioning roadmaps for outdated readiness tracking applications and migrating their functions to DoW-approved cloud infrastructures.

4.3. Force Development

The contractor shall develop, update, organize, publish, disseminate, and maintain standardized and role-based training products that advance N10D's enterprise medical readiness training needs

4.3.1. Learning Needs Analysis and Strategy Development. Conduct comprehensive analyses to identify knowledge gaps and performance deficiencies across the directorate's portfolio (e.g., LIMDU, Accessions, EDIS).

4.3.1.1. Evaluate the state of fleet and medical staff knowledge regarding readiness tracking and provide a recommended Instructional Strategy that identifies the most effective delivery methods for the target audience.

4.3.1.2. Curriculum Architecture: Design a cohesive learning roadmap that ensures personnel at all echelons (from administrative staff to senior leadership) receive the appropriate level of information to maintain force readiness compliance.

4.3.2. Development of Learning Solutions and Content Assets. Develop and produce high-quality instructional materials and knowledge-transfer tools tailored to the directorate's operational requirements.

4.3.2.1. Content Creation: Create instructional content that translates complex readiness policies into digestible learning assets.

4.3.2.2. Technical Integration: Any digital learning solutions developed must be compatible with existing Navy and DoW information systems and enterprise hosting environments to ensure broad accessibility across the fleet.

4.3.3. Performance Support and "Point-of-Need" Resources. Develop performance support tools designed to assist users in real-time during the execution of readiness-related tasks.

4.3.3.1. Reference Materials: The Contractor shall produce and maintain a suite of reference tools--such as process maps, decision-support guides, and technical manuals--that provide immediate assistance for users navigating accession standards, disability evaluation workflows, or specialized care referrals.

4.3.3.2. Workflow Integration: Support tools shall be designed for seamless integration into daily operations, ensuring that clinicians and command staff have access to the latest policy interpretations without requiring formal classroom or scheduled training.

4.3.3.3. Develop, update, quality-check, publish, and maintain force development materials for Government review and release

4.3.4. Learning Asset Maintenance and Lifecycle Support. Ensure all instructional materials and support tools remain current and effective throughout the period of performance. Develop and maintain an N10D Force Development Plan that defines standard training products, target audiences, compliance timelines, update cycles, and dissemination methods.

4.3.4.1. Continuous Improvement: Gather and analyze user feedback to identify areas where learning solutions can be refined to improve user comprehension and operational accuracy.

4.3.4.2. Maintain force development product repositories and authorized dissemination platforms to ensure accessibility, version control, and currency.

4.3.4.3. Track training publication status, feedback, and available completion or compliance information to evaluate force development effectiveness and identify improvement actions.

4.3.4.4. Develop distribution guidance for force development products, including release timing, intended audiences, and dissemination channels.

4.4. Process Improvement and Modernization

The contractor shall document workflows, assess performance gaps, define requirements, and execute government-directed process improvement modernization activities that improve medical readiness operations

4.4.1. Identify, prioritize, scope, plan, and execute government-directed process improvement opportunities across N10D mission areas.

4.4.2. Document current-state and future-state workflows, decision points, roles, dependencies, business rules, pain points, and handoffs across N10D mission areas.

4.4.3. Leverage subject matter expertise to develop and apply standardized methodologies, tools, and templates to improve consistency, repeatability, and transparency across process improvement efforts.

4.4.4. Plan, coordinate, and execute activities that advances process modernization efforts, including on-site assessments and external stakeholder collaboration when required.

4.4.5. Produce leadership briefings and communications on process improvement efforts that summarize status, milestones, risks, issues, dependencies, decisions, and recommended next steps.

4.5. Clinical, Business, and Operational Advancement

The Contractor shall execute business and operational activities that advance N10D lines of effort, including initiative intake, scoping, prioritization support, action routing, risk tracking, drafting strategic planning products, knowledge management, and logistical coordination for daily operations and governance.

4.5.1. Draft, proofread, and format formal memos, instructions, and letters. The Contractor shall manage the "chop" process (routing for signature), tracking the status of packages through the directorate and higher headquarters.

4.5.2. Develop annual strategies and accompanying Plans of Action and Milestones for government review, track execution against operational metrics and measures of effectiveness, and identify opportunities to improve efficiency and outcomes.

4.5.3. Produce executive briefing materials and coordinate recurring, periodic, and ad hoc N10D collaboration activities, including action tracking, risk logging, and external coordination support to inform enterprise-level medical readiness decision making.

4.5.4. Plan, coordinate, and execute conferences that convene clinical, administrative, and operational subject matter experts to improve medical readiness process and alignment.

4.5.5. Have and maintain access to Enterprise Task Management System 2 system, create tasker packages and update tasker statuses and packages accordingly in a timely manner.

5. Pertinent Information Acronyms--

5.1. Acronyms--

BUMED Bureau of Medicine and Surgery

COR Contracting Officer's Representative

COR-TA Contracting Officer's Representative Technical Assistant

DES Disability Evaluation System

EDIS Educational and Developmental Intervention Services

FHP Force Health Protection

IDES Integrated Disability Evaluation System

IMR Individual Medical Readiness

LIMDU Limited Duty

MEB Medical Evaluation Board

N10D Navy Medicine's Medical Readiness

5.2. Period of Performance-- Period of Performance--The base period of performance for this requirement will promptly begin 15 days after award of task order. The resultant contract will feature a one 12-month base period, one 12-month option period, and one 6-month option period.

5.3. Place of Performance-- Place of Performance-- All work shall be conducted in accordance with the requirement of the government office program or project supported. The estimated ratio of on-site (Government facility) to off-site (Contractor facility) work is listed below; however, this could fluctuate in accordance with the requirements of the government project, office, or program supported:

On-site Off-site

10% 90%

On-site location is identified as Bureau of Medicine and Surgery (BUMED) located at 7700 Arlington Blvd Falls Church, VA 22042. The normal hours of operation at BUMED will typically be from Monday to Friday 0600 to 1800, but hours may flex given global communication requirements across various time zones. The contractor will not provide services outside the times noted unless given approval and directed by the government.

5.4. Anticipated Labor Categories and FTE

To assist offerors in understanding the anticipated scope and magnitude of this requirement, the Government's estimated Level of Effort (LOE) is 12 Full-Time Equivalents (FTEs). This estimate is provided for informational purposes only and is not a prescriptive requirement. Offerors are required to propose their own innovative and efficient staffing approach (labor mix and hours) to successfully meet all objectives outlined in the Performance Work Statement (PWS). The proposed staffing plan will be evaluated to ensure it is realistic and aligns with the quoter's proposed methodology.

The anticipated labor mix is broken down as follows:

Labor Category Level FTE

Communications Analyst II 1

Performance Management/Metric Analyst I 2

Performance Management/Metric Analyst II 2

Performance Management/Metric Analyst III 1

Policy Analyst I 1

Program Manager II 1

Project Manager III 1

Senior Health Policy Analyst III 1

Senior Medical Compliance Analyst (EDIS) II 0.5

Senior Data Migration Specialist (LIMDU

/DES)

II 0.5

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.

5.5. Minimum Qualifications--

5.5.1. 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.

5.5.2. 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. Establishes, defines, and standardizes performance metrics, service level agreements (SLAs), and operational key performance indicators (KPIs). Gathers quantitative and qualitative data from multiple mission systems, performs statistical trend analysis, and conducts root-cause evaluations on performance gaps. Designs, builds, and maintains interactive enterprise-level business intelligence (BI) dashboards to visualize real-time mission readiness and project status. Generates executive summaries, recurring status reports, and structured briefings to present actionable optimization recommendations to senior leadership.

Partners with project managers and technical teams to conduct workflow assessments, applying methodology to streamline complex organizational structures.

5.5.3. Program Manager: Serves as the contractor's single contract manager, and shall be the contractor's authorized interface with the Government Contracting Officer (CO), 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.

5.5.4. Project Manager: Responsible for the overall management of the specific task order(s) and insuring 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.

5.5.5. Policy Analyst: Responsible for supporting and assisting with research, development, drafting, or review of various studies, assessments, policies, regulations, and reports. Gathers and analyzes information from various sources to support decision-making, resource allocation, or policy goals.

5.5.6. Senior Health Policy Analyst: Provides high-level analysis and technical writing support for the development and revision of federal healthcare policy. Gathers and analyzes information from various sources to support decision-making and policy goals. Relies on extensive experience in military health systems to assist the Government in drafting complex policy and procedural documentation.

5.5.7. Senior Medical Compliance Analyst: Provides technical analysis and logistical support to assist the Government in monitoring the compliance of global medical IT programs. Conducts site assessments, compiles technical findings, and drafts proposed policy updates for Government review.

5.5.7.1. Niche Technical Requirement: Must possess at least 3 years of direct, hands-on experience supporting the Educational and Developmental Intervention Services (EDIS) program, to include conducting site compliance assessments and mapping system data structures.

5.5.8. Senior Data Migration Specialist: Provides technical expertise focused on the decommissioning of legacy IT systems and the secure migration of data. Extracts, formats, and validates data from disparate sources to support the consolidation of readiness information. Develops technical documentation to assist the Government in drafting data migration plans and roadmaps.

5.6. Government Furnished Equipment/Property/Information--

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.

5.7. Security Requirements-- See Addendums to PWS NAVSUP SUPTXT204-9400(8-22) Prescription and Alternative Language & NAVSUP SUPTXT204-9400 (4-22)

5.8. Travel--

The estimated travel requirements are as follows. The estimated travel cost per contract period is not-to-exceed $35,000 (not including applicable indirect costs).

5.9. Other Direct Costs (ODCs)-- There is no estimated ODC requirements.

6. List of Deliverables

Deliverables shall be prepared according to instructions as identified in the Contract Data Requirements List (CDRL) DD Form 1423 (attached).

A summary of the deliverables is as follows:

# Deliverable Section Due Dates

1 Policy Documents 5.1 2 Submissions; 1st due 6 months post award, 2nd due NLT PoP expiration.

2 Environmental Scan 5.1- 5.5 1 annual submission required prior to PoP expiration

3 Analytic Strategy 5.2 1 annual submission required NLT 4 months post-award

3A Monthly Analytics Report Card

5.2 - 5.4

11 submissions required; due NLT the 10th of the month beginning the second month of the PoP.

Force Development Plan, Materials, and Guidelines

5.3 1 annual submission required prior to PoP expiration.

5 Monthly Progress Report

5.1 - 5.5

11 submissions required; due NLT the 10th of the month beginning the second month of the PoP.

Site Visit After Action Report

(AAR)

5.4 - 5.5

Submit as needed based on N10D site Visits. Due 3 business days following the BUMED submission of AAR to chain of command.

7. Performance Standards

Performance Element

Performance Requirement Surveillance Method Frequency Acceptable Quality Level (AQL)

Policy Implementation

Draft, revise, and manage medical readiness policy documents (e.g., accessions, LIMDU, EDIS). Ensure alignment with DoN directives and manage stakeholder reviews and adjudication.

100% inspection of policy documents, drafts, and stakeholder coordination records by

COR-TA.

Per Deliverable / As Assigned

>95% of policy deliverables are submitted on time, are factually accurate, and require no more than one major revision.

Data & Performance Management

Compile, organize, and format program-level readiness data to produce recurring reports (e.g., Monthly Analytics Report Card) and ad-hoc data products. Maintain data quality and governance.

Monthly review of the Analytics Report Card and all other data products by the COR-

TA.

Monthly / Per Deliverable

>95% of data reports are submitted on time and are 100% accurate. All data quality controls are met.

Force Development & Training

Develop, update, and maintain standardized training products (e.g., Force Development Plan, guides, process maps) to address identified knowledge gaps across the enterprise.

COR inspection of all training materials and the Force Development Plan.

Per Deliverable / Annual

>95% of force development materials are submitted on time and are deemed effective and accurate by the COR-TA.

Process Improvement Modernization

Document workflows, identify performance gaps, and execute government-directed process improvement initiatives. Produce briefings and After-Action Reports on status and outcomes.

Review of process maps, briefings, and After-Action Reports by

COR.

As Required / Per Initiative

>95% of process improvement deliverables are accepted without major rework or factual correction.

Task Order Administration & Reporting

Deliver accurate and complete Monthly Progress Reports. Maintain all administrative compliance, including NDAs, GFE tracking, and onboarding requirements.

100% inspection of Monthly Progress Reports and administrative records by COR.

Monthly

100% of administrative deliverables submitted on-time and accepted without correction.

Contract Invoicing & Accuracy

Submit timely, mathematically sound monthly invoices that align with approved progress reports and contract labor categories.

Review & verification of monthly invoice by

COR.

Monthly 100% accuracy in financial reporting, billing, and rate matching.

8. 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

COR TA

CAPT Boggs Wilkerson

703-681-9171 denise.boggs-wilkerson.mil@health.mil

Contracting Office POC:

To be filled out by FLC

9. 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. Upon identification of such systems to the Contracting Officer, and prior to the lawful operation of such systems, the Contractor shall coordinate with the BUMED Privacy Office at usn.ncr.bumedfchva.list.bumed-privacy@health.mil to complete systems of records notices (SORNs) for submission and publication in the Federal Register as coordinated by the Defense Privacy, Civil Liberties, and Transparency Division, and as required by the DoD Privacy Act Issuances.

Following proper SORN publication and Government confirmation of Contractor authority to operate the applicable system(s), the Contractor shall also comply with the additional systems of records and SORN guidance, in coordination with the BUMED Privacy Office, regarding periodic system review, amendments, alterations, or deletions set forth by the DoD Privacy Act Issuances, Office of Management and Budget (OMB) Memorandum 99-05, Attachment B, OMB Circular A-130, and Privacy Act of 1974 requirements applicable to contractors operating systems of records on behalf of federal agencies. The Contractor shall promptly advise the BUMED Privacy Office of changes in systems of records or their use that may require a change in the SORN.

Privacy Impact Assessment (PIA)

If Department of Defense (DoD) data is stored on a Contractor owned system, a PIA is required from the Contractor, consistent with DoDI 5400.16, Privacy Impact Assessment (PIA) Guidance. All PIAs shall be coordinated with the BUMED Privacy Office for review and coordination with the applicable Authorizing Official (AO).

Data Sharing Agreement (DSA)

(Applies if contract requirements involve the use of DoD data (including PII/PHI, a limited data set, or de-identified data) under the custodial care of BUMED.

The Contractor shall consult with the BUMED Privacy Office to determine if the Contractor must obtain Data Sharing Agreement (DSA) or Data Use Agreement (DUA), when DoD data will be accessed, used, disclosed or stored, to perform the requirements of this Contract.

The Contractor shall comply with the permitted uses established in a DSA/DUA to prevent the unauthorized use and/or disclosure of any PII/PHI, in accordance with the HIPAA Rules and DoD HIPAA Issuances. Likewise, the Contractor shall comply with the DoD Privacy Act Issuances. Prior to using any data involving PHI for research purposes, as defined by HIPAA, the Contractor must gain approval from the Defense Health Agency (DHA) Privacy Board. Thus, the Contractor shall comply with DHA Privacy Board requests for additional documentation.

To begin the DSA request process, the Contractor shall submit a DSA Application (DSAA) to the BUMED Privacy Office if the system is a Navy Medicine owned and managed system, while data required from DHA managed systems require coordination with the DHA Privacy and Civil Liberties Office. Upon approval, the requestor shall enter into one of the following agreements, depending on the data involved:

DSA for De-Identified Data

DSA for PHI

DSA for PII Without PHI

DUA for Limited Data Set

DSAs executed for contract support will expire after 1 year or at the end of the contract option year, whichever comes first. If the contractual use of Navy Medicine data will continue after the DSA expiration date, the Contractor shall submit a DSA Renewal Request template to the Privacy Office; however, if the DSA will not be renewed, the Contractor shall close the DSA by providing a Certificate of Data Disposition (CDD) to the BUMED Privacy Office or the DHA Privacy Office as applicable.

(Applies if contract requirements may include human subject research)

This Contract incorporates by reference the Protection of Human Subject Research clause in the Defense Federal Acquisition Regulation Supplement (DFARS) at 48 CFR 252.235-7004. A separate DFARS provision, 48 CFR 235.072(e), requires that the clause be incorporated in contracts that include or may include research involving human subjects in accordance with 32 CFR 219, DoDI 3216.02, and 10 U.S.C.