W9127Q-10-R-0007REVISEDCOPY3.doc

Section SF 1449 - CONTINUATION SHEET

PERFORMANCE STANDARDS

PWS

Performance Work Statement (PWS)

Medical/Dental Case Management Support

Mississippi Army National Guard

1. PURPOSE. This is to provide Medical and Dental Non-clinical Case Management staffing in support of Individual Medical Readiness (IMR) to the Mississippi Army National Guard (MSARNG). This contract is designed to be flexible, responsive, and meets the ever-evolving needs of the MSARNG and the Office of the State Surgeon. This is a firm fixed priced contract.

2. SCOPE

a. The MSARNG Surgeon’s Office requires a highly responsive process whereby the MSARNG can quickly obtain needed support and services. This PWS reflects existing National Guard Bureau policies and regulations.

b. The Contractor shall furnish all labor and services required to provide a wide range of Medical and

Dental Non-clinical Case Management support services, including Periodic Health Assessment (PHA) support, Soldier Readiness Processing (SRP) support, Soldier Readiness Certification (SRC) support, Nonclinical

Case Management of Soldier’s found to be in need of advanced medical screening, Line of Duty

(LOD) non-clinical case management and/or referral to a MOS/Medical retention Board (MMRB), Medical Evaluation Board (MEB) or Physical Evaluation Board (PEB) .

3. PLACE of PERFORMANCE. The Contractor shall provide these services in multiple locations throughout the State of Mississippi as determined by the MSARNG Office of the State Surgeon, and specifically the Deputy State Surgeon. The Contractor may be required to deploy and execute any missions to support and augment the MSARNG consistent with all services described within the PWS as shown within. In the event of a mobilization or demobilization the Contractor shall ensure that adequate nonclinical case management support is deployed to locations to best support these activities (i.e. work at armories.) Additionally, the staffing levels and locations may change to remain responsive to the

MSARNG’s evolving case-management requirements.

4. BACKGROUND. The MSARNG Surgeon’s Office requires Registered Nurse (RN) Non-clinical Case

Managers. The MSARNG has a critical requirement for skilled medical personnel with expertise in the following areas: non-clinical case management, case management planning, analysis and review, patient risk analysis and service support. However, due to the combined significant need for medical professionals on the state level, an immediate and continuing need exists for contractor support through a contract mechanism. The most effective method addressing this requirement is to secure the services of a support contractor with functional expertise and available experienced registered nurses in order to provide program continuity and staff coordination to address requirements. For example, the MSARNG may have a need for a Nurse Practitioner to review the Registered Nurses overall Case Management but the need is only for part-time (less than 40 hours) per week. This contracting vehicle will allow for part-time and fulltime contract RN and NP Case Managers depending on the workload that may shift from month to month because of the needs of the MSARNG Surgeon’s Office.

The capability of a local contractor team to provide Registered Nurses or Nurse Practitioners for locations throughout the state would allow the MSARNG Surgeon’s Office to meet and support the medical readiness goals and the mission of the MSARNG.

5. PROGRAM OBJECTIVES

a. Non-clinical Case Management Support - Contractor shall provide Registered Nurses (RN) who have graduated from an accredited nursing school as Non-clinical Case Managers to provide pre-mobilization

IMR support to include identification and tracking of Soldiers who are not Fully Medically Ready (FMR) either for dental or medical concerns. Cases will be obtained from home station (HS) or mobilization station (MOBSTA) SRP events or those Soldiers determined non-medically or non-dentally ready through other means (e.g. during their annual PHA.) Case Managers shall assist Soldiers to become FMR by assisting with and tracking medical and dental appointments and maintaining communication as required with the Soldiers they are managing. All cases managed, regardless of type (medical or dental) or duration, must be documented in the Medical Non-Deployable (MND) Module of the Medical Operational Data

System (MODS). Case Managers shall have a monthly team meeting with the Deputy State Surgeon (DSS) and Health Services Specialist (HSS) to review all cases in progress. This meeting may be electronically or telephonically. The Case Manager shall be responsible to know the associated MSARNG web-based electronic data systems via MODS to include: MND, Dental Classification Module (DENCLASS), Health

Readiness Record (HRR), Medical Data Protection System (MEDPROS), Soldier Patient Locator (SPL), Line of Duty (LOD), Automated Voucher System (AVS) and the Warrior Transition Report (WTR). The

Case Managers shall be familiar with the regulations and policies that apply to Individual Medical

Readiness (IMR) and deployment. The Contractor Case Managers (CMs) shall perform the following tasks for the MSARNG in the execution of Non-clinical Case Management Support:

1. Maintains appropriate licensure and credentials to include current Registered Nurse (RN) License and Basic Life Support (BLS).

2. Coordinates with Soldier to assess and arrange for the treatment of Soldiers with conditions that have or will result in them being Medically/Dentally non-deployable. Such services include outreach, assisting with appointment scheduling, and going to SRPs, (both for mobilization/deployment and routine readiness).

3. Manages Soldier’s in the Medical Screening program in conjunction with the DSS. Assists with appointments and ensures documentation is retrieved from appointments and placed in appropriate electronic record, as well as the Soldier’s hard copy medical record.

4. Manages a Soldier’s care from the receipt of the condition to when the Soldier is deployable or the documentation is sent to the Health Services Specialist (HSS) for a Fitness for Duty evaluation where appropriate or to a MEB, PEB or Personnel Board. Will then manage the

Soldier in coordination with the HSS to facilitate the expeditious processing through the appropriate medical board.

5. Performs initial interviews with Soldiers regarding the deployment limiting condition within 48 hours of notification of a Soldier with a deployment limiting condition. Ensures the Soldier understands his/her responsibilities, obtain a release of information form. Provide information to

Soldiers about their privacy rights and how their information can be used (have Soldiers sign consents). The Contractor shall also be responsible for protecting the confidential nature of

Soldiers’ files and medical issues.

6. During follow-up interviews the Case Manager shall coordinate treatment plans and all referrals when the care is being resourced by the government (i.e. Dental Treatment using Reserve Health

Readiness Program (RHRP) or local contracts with 2020/VFRE funds).

7. Maintains Soldier medical records in accordance with Army Regulation (AR) 40-66.

8. Coordinates care received by TRICARE and by the Military Medical Support Office (MMSO) to obtain prior authorization for treatment during the Early TRICARE period, up to 90 days prior to

Mobilization (They (CMs) do not establish eligibility, this is a personnel function).

9. Provides the State Medical Detachment Patient Administration (PAD) Officer or delegate with all relevant medical/dental documentation.

10. Operates a personal computer to input, store, retrieve and manipulate data for various reports as required by this PWS. Uses various software programs to maintain database files and prepare reports. Must be proficient in Microsoft Word, Excel, PowerPoint and Outlook, and is familiar with and become proficient with the use of the following MODS modules: MND, HRR, DENCLASS, MEDPROS, SPL, LOD and WTR. Maintains a state-level management reporting system.

11. Documents results of a Bi-weekly case review in the referrals tab of the MND Module .These reviews will be used in the monthly meeting with the DSS.

12. CM shall inform MSARNG provider(s) responsible to evaluate follow up of the Soldiers’ status and furnish them with the mandatory information/documentation.

13. Coordinates Soldiers’ health care including consults for those initially using Military Treatment

Facilities (MTF), VA, TRICARE network provider, and non-network providers.

14. Establishes a list of available local resources within the state to ensure Soldier’s have alternative options available to receive medical or dental care if not eligible for military health benefits.

15. Educates Soldiers on resources available to improve medical and dental readiness (TRICARE

Dental Program (TDP), local community resources, ARNG sponsored programs, e.g., Decade of

Health, Hooah4Health.com, State Medical and Dental programs, etc.).

16. The Case Manager shall assist in preparing Line of Duty (LOD) paperwork for units for which they are responsible.

17. The Contractor shall provide the aforementioned Case Manager personnel to the MSARNG as required. Case Managers shall support the DSS.

18. The Case Manager will provide a weekly MND Case Report to the DSS. The report will include number of new referrals initiated, active cases and number of closed cases.

19. The Case Manager will scrub MEDPROS data before SRPs to assist with early identification of non-deployable Soldiers.

20. The Case Manager will enter Individual Vouchers for identified Soldiers into the Automated

Voucher System (AVS).

21. The Case Manager will prepare and submit, once approve by the DSS, the weekly Situational

Report (SITREP) report for assigned office.

22. The Case Manager will assist in resolving scheduling conflicts for Soldiers needing Medical or

Dental care as assigned by the DSS.

23. The Case Manager will handle all contacts and work closely with other offices on related medical issues.

24. The DSS may assign the Case Manager other non-clinical medical/dental case management responsibilities as necessary to ensure complete and efficient management and processing of cases.

6. SKILLS. Personnel assigned to this contract shall possess the required technical skills and expertise to perform the functions with minimum guidance. The personnel will be experienced in all aspects and qualified in their respective functional areas. Contactor personnel must be capable of working, but shall not perform inherently governmental functions (i.e., representation of government, decision authority, etc.) Personnel shall have a working knowledge of Military dynamics and organizational management. Contractor personnel shall be proficient in

Microsoft Word, Excel, PowerPoint, and Outlook, and have a working knowledge of desktop computer operations.

8. MANDATORY TRAINING. There will be a mandatory training by the Office of the State Surgeon for all contracted staff. Contractor staff will also be required to attend a training course on the MODS modules if not already trained on these modules. The location for this training is usually in Arkansas at the National Guard

Professional Education Center (PEC) but may be conducted elsewhere.

9. TRAVEL. Travel may be required for all Contractor personnel performing on this contract. There will be a mandatory yearly training requirement for the staff, which may require travel. Other travel (to SRPs, PHAs and

PDHRAs) may also be required. The Contractor personnel shall be required to comply with travel policies as outlined in the DoD Financial Management Regulation and the Joint Travel Regulation (JR). All requests for travel shall be submitted via e-mail to the COR and no travel shall commence until receipt of e-mail approval from the

COR. All employees should be aware of this requirement and be prepared for it if required.

10. TELECOMMUTING.

a. In certain instances, telecommuting may be required for Contractor employees. In this case, the Deputy State

Surgeon will determine the need for telecommuting. The state will determine the appropriate equipment and services required to accomplish the mission and provide those to the involved contracted Case Manager employees at no cost. Equipment will include items such as cell phones and/or computer terminals that will be loaded with all software required to accomplish the mission. The Government and the Contractor are not responsible for any operating costs that are associated with the employee using his or her personal residence as an alternative worksite, including home maintenance, office furniture, insurance, internet and phone service providers or other utilities.

b. The Contractor will ensure that employees who telecommute understand that they must be available to work at the traditional designated government or SRP worksite on an occasional basis if necessitated by work requirements as well as government or company directive.

c. No classified documents (hard copy or electronic) may be taken to an employee’s telecommute worksite. For a regular and recurring telecommute, sensitive unclassified material, including Soldiers’ Protected Health Information

(PHI), Privacy Act and For Official Use Only (FOUO) data, will only be processed on Government-furnished equipment. Soldiers’ PHI is not to be stored on automation equipment located at the telecommute site. The employee will be responsible for the security of all official data, protection of any Government-furnished equipment and property, and accomplishing the Government designated mission at the telecommute worksite. It is important to emphasize that Government-furnished equipment must only be used for official duties and therefore family members and friends of telecommuters are not authorized to use any Government furnished equipment

d. In cases where an employee may be approved to use their personal computers and equipment for telecommute on non-sensitive unclassified data; remote access software must not be loaded into employee’s personal computers for other than official government purposes. The employee is responsible for the installation, repair and maintenance of all personal equipment and to provide high-speed internet access, voice telephone, and fax capabilities.

e. The MSARNG will be responsible for the maintenance of all Government-furnished equipment. The employee may be required to bring such equipment into the Government work site for maintenance. The employee must return all Government-furnished equipment and materials to the Government at the conclusion of any telecommuting arrangements or at the Government’s request.

f. The Contractor will ensure and document that the requirements of the Health Insurance Portability and

Accountability Act (HIPAA) and the Privacy Act have been briefed to the contract employees; and that they understand how to protect all personal and PHI data that they process, and that they must ensure that information is not available to unauthorized persons as required by the Privacy Act and HIPAA. The contractor shall submit a report to the MSARNG Deputy State Surgeon verifying compliance with the annual HIPAA requirements.

g. The CM must live within a reasonable commuting distance from their primary worksite.

h. Travel to and from the primary worksite will not be reimbursed. Reimbursement of travel expenses while telecommuting will be for travel to SRPs only.

11. STAFFING LEVELS. The intent of this contract is to provide case management services for the MSARNG in support of surge and contingency requirements as well as its steady-state mission. As such, the Government may consider increasing the case management requirements, to include increases in staffing numbers, (as mission dictates) to be within the scope of this contract. Any changes to the initial staffing will be completed through a bilateral supplemental agreement. However, the Contractor is only expected to provide for initial staffing levels listed in Appendix A.

12. SECURITY REQUIREMENTS. Each Contractor personnel will possess an 85P National Agency

Check (NAC); this will be initiated by the contractor prior to starting work, and sent to appropriate state security office for processing. Staff which already possess a higher level of clearance do not require a

NAC. This will need to be verified by the vendor prior to the employee starting work and the proof of clearance sent to the state security office.

13. RELEASE OF DATA. The Contractor is prohibited from releasing any medical, personnel, financial or supporting data provided by the Army National Guard to any government, non-government agency, or individual unless specifically authorized, in writing, by the Contracting Officer (KO). This includes any proprietary contractor information.

14. ADMINISTRATION. All contracting actions and/or correspondence should be forwarded through the

COR designated by letter of appointment.

ONLY THE CONTRACTING OFFICER HAS THE AUTHORITY TO REPRESENT THE GOVERNMENT.

IN CASES WHERE THE CONTRACT REQUIRES A CHANGE IN TERMS AND CONDITIONS,

DELIVERY SCHEDULE, SCOPE OF WORK, AND/OR PRICE OF THE PRODUCTS AND/OR SERVICES

REQUIRED, THE CONTRACTOR SHALL IMMEDIATELY NOTIFY THE CONTRACTING OFFICER IF

ANYONE ATTEMPTS TO CHANGE THE TERMS OF THE CONTRACT.

15. OTHER ADMINISTRATIVE CONSIDERATIONS

a. Normal Hours of Operation - Unless otherwise specified in individual task orders the contractor shall perform the activities and services required under this contract during normal working hours established by the requiring organization. Any deviation from that norm must be requested by the contractor and approved in advance by the contracting officer.

b. Travel – Travel shall be in accordance with the Joint Travel Regulation. All travel will be pre-approved and authorized by the MSARNG Surgeon’s Office. Contractors are to document all travel reimbursement expenses including mileage. Reimbursement requests will be made weekly and included with the contractor’s timecard for signatory authorization and approval. Contractor will abide by and follow all governmental travel regulations including per diem and receipt requirements.

c. Privacy and Security. Work on this project requires that personnel have access to Privacy

Information. All Contractor personnel shall adhere to the Privacy Act, Title 5 of the U.S. Code, Section

552a and applicable agency rules and regulations. Each staff member must have an 85P National Agency

Check (NAC) (or interim clearance) initiated prior to their first day of work. The Offer will provide the

COR with each new hires Last Name, First Name, Middle name , SSN , Date of Birth and Army

Knowledge Online (AKO) e-mail address as soon as it is available in order to facilitate the staffs entry into the Contractor Verification System CVS. This information must be sent to the COR as soon as the contractor is hired. The COR at NGB is the only authorized person to enter the staff into this system.

d. Holidays - Unless otherwise specified in individual task orders, the contractor shall observe the 10 annual Federal holidays specified by the Department of Defense. During any of these holidays not observed by the contractor and in other cases where individual state, local governmental, or Unit-mandated holidays (e.g., unscheduled “training holidays”) precludes work by the contractor at the usual and customary work site, where appropriate, contractor personnel may perform at an alternate location, upon approval of the Deputy State Surgeon (DSS). Contractors shall not have access to government sites and facilities without proper coordination of responsible government personnel.

f. Work Hours. No Contracted staff should work more than 80 hours per every two-week period without prior approval from the COR. Comp time is authorized to minimize overtime for contracted staff required to work PHAs, SRPs, PDHRAs or other events outside normal/standard duty hours. If due to mobilization/demobilization activities of ARNG units, the government may require more than 40 hours per week outside the scope of the standard duty hours. In such cases where workflow surges occur, the

Government shall coordinate with the Contractor Project Manager to provide adequate support. The contractor shall support all workflow surges as directed by the Government. All requests for overtime shall be submitted via e-mail to the COR and no overtime shall be performed unless pre-approved by the COR.

g. Security Requirements – All Contractor employees shall be required to complete an 85P National

Agency Check prior to their first day of work, which will be processed at the state level.

All personnel assigned to positions on this contract are required to have at least a current NACI, NAC, NACLC, or favorable review of a trustworthiness/suitability investigation (SF 85P). Note: A current NACI, NAC, or NACLC is an investigation that is not older than 10 years.

Persons who do not have a current NACI, NAC or NACLC must submit a trustworthiness/suitability investigation (SF 85P) to the MSARNG Personnel Security Manager for submission to OPM for investigation. Contractor Security Officers are only responsible for submitted investigations for security clearances on their personnel.

The MSARNG State Security Manager is responsible for submitting SF 85Ps to OPM using OPAC-ALC code. OPM will adjudicate investigations for a trustworthiness determination using the national adjudicative guidelines for access to classified information. If the adjudication is favorable, OPM will issue a letter of trustworthiness to the requesting activity (MSARNG State Security Manager).

If a favorable trustworthiness is indeterminate, OPM will forward the case to the Defense Office of

Hearings and Appeals (DOHA) for further processing under DODD 5220.6. A final unfavorable decision precludes assignment to a position on this contractor.

h. Personnel Requirements. All contractor personnel shall read, understand, speak and write English fluently. The contractor personnel must be Registered Nurses or Nurse Practitioners. Proof of educational background must be provided

i. Experience. The contractor personnel must have at least 12 months experience in the medical or health care field within the past 36 months.

j. Management of Contractor Employees. The MSARNG requires that the contractor provide a local manager who will be available to the staff to address any issues or concerns immediately upon notification.

This manager should have authority to speak for the contractor on any issues as they may arise.

k. Wage Determination. #2005-2299 Rev 11, 15 Jun 10 . See labor codes 12312 and 12316.

This contract also requires contract employees to be compensated for health, welfare, vacation and holiday benefits per this Wage Determination.

16. Proposal Evaluation Criteria – per Appendix B

Appendix A

Initial Staffing Levels Expected

The initial staffing levels and locations expected at time of publication of this PWS are as follows:

A minimum of 5 Case Managers to include four (4) full-time and one (1) part-time

MSARNG, Office of the State Surgeon - Jackson, MS - one (1) full-time and one (1) part-time (2-3 days per week)

Headquarters, 66th Troop Command - Jackson, MS - one (1) full-time

Headquarters, 155th BCT - Tupelo, MS - one (1) full-time

Headquarters, 184th ESC- Laurel, MS - one (1) full-time

Appendix B

Evaluation Criteria

1.0 General. The Government will evaluate each Offeror’s proposal that is received by the established closing date and time. The Government will use the results of the source selection process to make an award. The source selection process will determine the overall merits of each proposal in terms of its potential to best satisfy the needs of the Government. Award will be made to the Offeror whose proposal conforms to the requirements of the solicitation and is judged to represent the best value to the Government. The best value represents an integrated assessment of the price and non-price factors.

2.0 Evaluation Factors

2.1. The evaluation factors and subfactors are as follows:

Factor 1 Technical Approach o Subfactor 1 – Understanding of the Requirement o Subfactor 2 –Process and Approaches to Meet Requirements

Factor 2 Management Approach o Subfactor 1 – Staffing/Management Plan o Subfactor 2 – Key Personnel o Subfactor 3 – Quality Assurance Plan

Factor 3 Past Performance o Subfactor 1 – Corporate Capabilities o Subfactor 2 – Past Performance Questionnaires

Factor 4 Price

2.2. When evaluating offers, the Government considers Technical Approach to be more important than Management Approach. Management Approach is considered more important than Past

Performance. When combined, all non-price factors shall be considered significantly more important than Price.

2.3. Under the Technical Approach Factor, the Understanding of the Requirement Subfactor is considered to be more important than the Process and Approaches to Meet Requirements

Subfactor.

2.4. Under the Management Approach Factor, the Staffing/Management Plan Subfactor is considered to be more important than the Key Personnel Subfactor. The Key Personnel Subfactor is considered more important than the Quality Assurance Plan Subfactor.

2.5. Under Past Performance, both subfactors are considered to be equal in weight.

3.0. Rating Scales

The Government will evaluate each proposal to identify strengths, weaknesses, significant weaknesses, risks, potential clarifications, and deficiencies. The consensus evaluations will be supported by written narratives justifying the ratings.

3.1. All proposals will be evaluated in accordance with the Factors and Subfactors set out in this solicitation. All proposals will receive adjectival ratings at the Factor and Subfactor level.

3.2 Definitions for Adjectival ratings used in evaluating Factors 1 and 2 and their Subfactors:

Adjectival Rating Definition

Excellent

Offeror’s proposal demonstrates an excellent understanding of the requirements and the approach is of superior quality. There are major strengths. There are no deficiencies. Exceeds many of the Government’s expectations.

Very good

Offeror’s proposal demonstrates a very good understanding of the requirements and the approach is of good quality. Strengths clearly outbalance any weaknesses that exist. There are no deficiencies. Exceeds some of the Government’s expectations.

Good

Offeror’s proposal demonstrates a good understanding of the requirements and the approach is of satisfactory quality. There may be strengths or weaknesses and the strengths balance the weaknesses. Meets the government’s expectations.

Unsatisfactory

Offeror’s proposal does not demonstrate an understanding of the requirements and the approach is of unacceptable quality. Significant weaknesses or deficiencies exist. Does not meet the Government’s expectations.

4.0 Technical Proposal Contents (Volume 1). The Government will evaluate the offeror’s proposed technical and management approaches for delivering the requirements expressed in the performance work statement (PWS) and appendices, the requirements within the applicable regulations referenced in the PWS, and any specific examples or sources provided by the offeror which support the proposed technical solution as being the most relevant, low risk, and best value approach. All sections of the Technical Proposal must reflect technical competence, and must demonstrate that the requirements of the PWS can be accomplished. The Government will evaluate the following Factors and Subfactors to rate the Technical Proposal:

4.1. Factor 1 - Technical Approach - The government will evaluate the following sub-factors, to evaluate the technical approach:

4.1.1. Factor 1, Subfactor 1 – Understanding of the Requirement. The offeror’s understanding of the requirement. Technical solutions that demonstrate a clear understanding of the requirements within the PWS and relevant regulations shall be rated more favorably than offers that merely restate the requirements and quote the regulations. Specific attention will be given to the details regarding the complete understanding of each contract location requirements located in the appendices.

4.1.2. Factor 1, Subfactor 2 – Methods/Processes to Meet Requirements. The processes or technology within the offeror’s proposal. Proposals which convincingly explain how their unique processes or technology will overcome performance risks will be rated more favorably than those which merely list processes or technology.

4.2. Factor 2 - Management Approach - The government will use the following sub-factors, listed in descending order of importance, to evaluate the management approach:

4.2.1. Factor 2, Subfactor 1 – Management/Staffing Plan - This sub-factor will be evaluated based upon the degree that the proposal addresses the need and the proposed technical approach.

Offers with more efficient organizations, which offer higher minimum levels of experience and criteria, will be rated more favorably than those which merely meet the minimum requirements.

4.2.2. Factor 2, Subfactor 2 – Key Personnel - The Government will evaluate the following resumes considered “Key Personnel,” (1) the resume of the Offeror’s responsible agent for the contract within the company, (2) the Program Manager’s resume, and (3) the Assistant Program

Manager’s resume. The resumes will be evaluated to determine the adequacy and desirability of the individuals assigned to these positions to perform the work proposed to accomplish the PWS.

Resumes proposing more relevant experience and higher education levels will be rated more favorably than those which merely meet the minimum requirements.

4.2.3. Factor 2, Subfactor 3 - The Quality Assurance Plan (QA Plan) – The Government shall evaluate more favorably plans that offer more effective, appropriate and advantageous mechanisms for addressing the government metrics of success; plans that identify additional quality metrics, offer plausible auditing procedures and providing enforcement mechanisms

(incentives and decrements). Plans with vague assurances or which merely promise compliance with the PWS requirements will be considered as unsatisfactory and evaluated as higher risk.

4.3. Factor 3 - Past Performance - The Government will conduct a performance risk assessment based upon the Past Performance of the offeror as it relates to the probability of successful accomplishment of the work required by the solicitation. The evaluation will consider the offeror's Past Performance considering currency, relevancy, sources, context, and trends.

Specific details of similar analytical, technical, instructor, training, flight and/ or other requirement details in the PWS and appendices will be analyzed. Past Performance includes current on-going performance. Past performance assessed with less than satisfactory sub-factor relevance shall not result in a total Past Performance factor rating of higher than satisfactory.

4.3.1 PAST PERFORMANCE RATINGS ARE:

Excellent

Performance met all contract requirements and exceeded many to the Government's benefit. Problems, if any, were negligible and were resolved in a timely and highly effective manner. Excellent probability of success with overall low degree of risk in meeting Government's requirements.

Very Good

Performance met all contract requirements and exceeded some to the Government's benefit. Problems, if any, were negligible and were resolved in a timely and highly effective manner. Very good probability of success with overall low to moderate degree of risk in meeting Government's requirements.

Satisfactory

Performance met contract requirements. Adequate quality. Minor problems were identified however; contractor took satisfactory corrective action to resolve where appropriate. Good probability of success with overall moderate to degree of risk in meeting the government's requirements.

Neutral No relevant performance record is identifiable upon which to base a meaningful performance risk prediction. A search was unable to identify any relevant Past performance information for the offeror or key team members/subcontractors or their key personnel. This is neither a negative or positive assessment.

Less than

Satisfactory

Performance did not meet some contractual requirements. There were problems, some of a somewhat serious nature. Marginally effective corrective action was sometimes noted. Fair probability of success with a moderately high, to a high degree of risk in meeting the government's requirements.

Unsatisfactory Performance did not meet some contractual requirements. There were problems, some of a serious nature. Contractor's corrective action was sometimes marginally effective to ineffective. Probability of success is questionable with an unacceptably high degree of risk in meeting the government’s requirements.

4.3.2. Currency, Relevancy, Trends: The Government will consider the currency, relevancy and trends of the performance information while conducting its Performance evaluation. For the purpose of this solicitation, currency is performance occurring within the last five (5) years.

Within this period, performance occurring later in the period may have greater significance than work occurring earlier in the period. For example, performance information for work occurring during January 2007 may have greater importance than performance information for work occurring during November 2004. In assessing relevancy, the Government may evaluate an offeror's references for similarity of the contract scope to their previous performance on other contracts.

4.3.3. In assessing performance confidence, the Government may: (1) evaluate present and past performance information through the use of questionnaires completed by the offeror's references;

(2) use data independently obtained from other sources; (3) rely upon personal business experience with the offeror; and (4) consider any information the offeror submits which explains any problems encountered on the identified contractor and the offeror's corrective actions. The

Government may use data provided by the offeror, and data obtained from other sources. The evaluation may take into account Past Performance information regarding predecessor companies, key personnel who have relevant experience or subcontractors that will perform major or critical aspects of the requirement when such information is relevant to this acquisition.

Past Performance information on contracts not listed by the offeror, or that of planned subcontractors, if any, may also be evaluated. The Government may contact references, use data bases containing performance information, and contact parties other than those identified by the offeror and information received may be used in the evaluation of the offeror’s Past Performance.

While the Government may elect to consider data obtained from other sources, the burden of providing current accurate and complete Past Performance information rests with the offeror.

4.3.4. Offerors lacking Past Performance will receive a neutral rating.

4.3.5. Offerors may be given the opportunity to clarify certain aspects of their proposals (e.g., the relevance of an offeror’s Past Performance information and adverse Past Performance information to which the offeror has not previously had an opportunity to respond or to resolve minor clerical errors.)

4.3.6. Offerors are cautioned that all information provided, regardless of the format shall be considered as proposal information, unless specifically accepted, and used in the evaluation process.

4.3.7. The following sub-factors shall be evaluated to rate the offeror’s Past Performance:

4.3.7.1. Factor 3, Subfactor 1 - Corporate Capabilities. The Government will evaluate the entire technical proposal to ascertain the currency, relevancy, reliability of the source, context of the data, and general trends within the corporate past performance in relationship to the efforts required under the PWS. Additionally, proposals that demonstrate the capability to manage performance risks and deliver services to a nationwide scope shall be rated more favorably than those without evidence of these capabilities within their proposals. Offeror which provide information on problems encountered on the identified contracts and the corrective action used to improve the problems and manage risk will be rated more favorably and be assessed with lower risk than those without this information.

4.3.7.2. Factor 3, Subfactor 2 - Past Performance Questionnaire – Each element within the questionnaire shall receive equal weighting for this sub-factor. An offeror shall receive a

“neutral” rating if it claims no past performance or if no past performance questionnaires are received in response to this solicitation. A neutral rating in past performance shall not be considered positive or negative. The offeror is encouraged to include any relevant past performance it may have as another entity, of its corporate staff, the Project Manager, etc.

5.0. Factor 4 - Price (Volume 2) - The offeror’s cost/price proposal will be evaluated by the

Contracting Officer for reasonableness and completeness to determine if the offeror's proposed prices are compatible with the requirements and the proposed technical solutions. The Price

Panel (NGB-AQ) will evaluate the labor rates and the pricing for the sample task order using the following factors, which have equal importance:

5.1. Reasonableness. The offeror's fixed price is fair and reasonable to both the offeror and the

Government for the level of effort proposed. Compensation that is unrealistically low or not consistent with the GSE levels listed above may impair the Contractor’s ability to attract and retain competent service employees; and may be viewed as evidence of failure to comprehend the complexity of the contract requirements. It is solely the offeror’s responsibility to convince the

Government that any compensation levels that are lower than the GSE levels listed will not impair the contractor’s ability to attract and retain competent employees for this contract.

5.2. Completeness. The offeror's price proposal responds to all solicitation requirements and the price estimates are traceable to those requirements.

5.3. Realism. The offers submitted must have labor mixes and levels of effort (number of hours) that are considered appropriate and realistic.

5.4. Balance. Unbalanced pricing occurs when, despite an acceptable total evaluated price, the price of one or more periods of performance is significantly different (much greater or much less). Unbalanced pricing may increase performance risk and may result in the payment of unreasonably high prices.

6.0. Evaluation Process.

6.1 Individual Evaluation: The purpose of the individual stage of the evaluation is for each evaluator to rate each proposal with a single rating for each factor and sub factor and according to the evaluation criteria listed in the solicitation and the guidance within the source selection plan. Each evaluation shall be made of each proposal independently and shall not be influenced by other members of the SSEB.

6.2. Consensus Evaluation: The purpose of the consensus stage of the evaluation is to determine a single rating for each factor and subfactor that will be used in the best value comparison stage in the evaluation. The SSEB shall compare the ratings from the evaluations prepared by each member and then reach a consensus concerning the SSEB rating for each offeror’s factors and subfactors , without comparing one proposal to another.

6.3. Best Value Comparison Evaluation: (Technical solution) While cost/price is not a significant factor in the evaluation, the importance of cost/price as an evaluation factor will increase with the degree of non-cost factor equality of competing proposals. When the proposal with the lowest evaluated cost/price is other than the proposal(s) with the highest non-price factor rating, a cost/technical tradeoff analysis is necessary to decide whether the technical superiority of the other proposal(s) warrants payment of the additional price or cost. The source selection authority may select the best value that may not be the lowest price or the highest technically ranked offeror. This decision will involve a comparison of the combination of non-cost strengths, weaknesses, and risks and cost/price offered in each proposal and judgment as to which provides the best value. The government may be willing to pay a higher price for better capability, skills, reduced risk, or other non-price factors, if the added benefits are worth the premium.

7.0. Award without Discussions. It is the government's intention to award a single contract without discussions; however, the government reserves the right to conduct discussions if it is determined to be in the best interests of the government to do so. Therefore, the offeror's initial proposal should contain the offeror's best terms from a cost/price and technical standpoint. If it becomes apparent that discussions are necessary, the government may hold communications with some offerors to determine whether or not to include a proposal in the competitive range.

Communications will be held with any offeror who will be excluded from the competitive range because of adverse past performance information to which the offeror has not had a prior opportunity to respond.

8.0. Notification of Unsuccessful Offerors. Upon written request, unsuccessful offerors will be notified in compliance with FAR 8.405-2(d).

9.0. Release of Information. After receipt, all proposals shall be treated as source selection information will not be available to other firms or released under the Freedom of Information Act unless directly incorporated into the terms and conditions of the final contract.

Medical Dental Non Clinical Case Management Support

FFP

Base Year: The Contractor shall provide Four (4) Full-time Register Nurse Case Manager in accordance with the attached performance work statement and the Contractor's proposal. This is a Labor Hours CLIN. Vendor will only bill for actual hours worked.

Full-time

80(hrs) x 2(weeks) =160hrs per month

160 (per month) x12 (months)= 1,920hrs per year

1,920 hrs per year x 4 fulltime nurse= 7,680hrs

FOB: Destination

PURCHASE REQUEST NUMBER: W90GUX01540100

NET AMT

Medical Dental Non Clinical Case Management Support

Base Year: The Contractor shall provide One (1) Part-time Register Nurse Case Manager in accordance with the attached performance work statement and the Contractor's proposal. This is a Labor Hours CLIN. Vendor will only bill for actual hours worked. Part-time shall not exceed 60 hours every 2 weeks.

FOB: Destination

Part-time

60(hrs) x 2 (weeks) = 120hrs per month

120 (hrs per month) x 12 (months) = 1,440hrs per year

1,440hrs per year x 1 part time nurse= 1,440hrs per year

NET AMT

Medical Dental Non Clinical Case Management Support

Base Year: Travel shall be in accordance with the Joint Travel Regulation. All travel will be pre-approved and authorized by the MSARNG Surgeon’s Office. Contractors are to document all travel reimbursement expenses including mileage. Reimbursement requests will be made weekly and included with the contractor’s timecard for signatory authorization and approval. Contractor will abide by and follow all governmental travel regulations including per diem and receipt requirements.

NET AMT

Contractor Manpower Reporting

CONTRACTOR MANPOWER REPORTING

The Office of the Assistant Secretary of the Army (Manpower & Reserve Affairs) operates and maintains a secure Army data collection site where the contractor will report ALL contractor manpower (including subcontractor manpower) required for performance of this contract. The contractor is required to completely fill in all the information in the format using the following web address:

https://cmra.army.mil

The required information includes:

(1) Contracting office, Contracting Officer, Contracting Officer’s Technical Representative;

(2) Contract number, including task and delivery order number;

(3) Beginning and ending dates covered by reporting period;

(4) Contractor name, address, phone number, e0mail address, identity of contractor employee entering data; (5) Estimated direct labor hours (including sub-contractors);

(6) Estimated direct labor dollars paid this reporting period (including sub-contractors);

(7) Total payments (including sub-contractors);

(8) Predominant Federal Service Code (FSC) reflecting services provided by contractor (and separate predominant FSC for each subcontractor if different);

(9) Estimated data collection cost;

(10) Organizational title associated with the Unit Identification Code (UIC) for the Army Requiring Activity (the Army Requiring Activity is responsible for providing the contractor with its UIC for the purposes of reporting this information;

(11) Locations where contractor and subcontractors perform the work (specified by zip code in the United States and nearest city, country, when in an overseas location, using standardized nomenclature provided on website);

(12) Presence of deployment or contingency contract language; and

(13) Number of contractor and subcontractor employees deployed in theater this reporting period (by country).

As part of its submission, the contractor will also provide the estimated total cost (if any) incurred to comply with this reporting requirement. Reporting period will be the period of performance not to exceed 12 months ending September 30 of each government fiscal year and must be reported by 31 October of each calendar year. Contractors may use a direct XML data transfer to the database server or fill in the fields on the website. The XML direct transfer is a format for transferring files from a contractor’s systems to the secure web site without the need for separate data entries for each required data element at the web site. The specific formats for the XML direct transfer may be downloaded from the web site.

(End of Contractor Manpower Reporting)

NET AMT

FFP

Option Year 1: The Contractor shall provide Four (4) Full-time Register Nurse Case Manager in accordance with the attached performance work statement and the Contractor's proposal. This is a Labor Hours CLIN. Vendor will only bill for actual hours worked.

FOB: Destination

Full-time

80(hrs) x 2(weeks) =160hrs per month

160 (per month) x12 (months)= 1,920hrs per year

1,920 hrs per year x 4 fulltime nurse= 7,680hrs

NET AMT

FFP

Option Year 1: The Contractor shall provide One (1) Part-time Register Nurse Case Manager in accordance with the attached performance work statement and the Contractor's proposal. This is a Labor Hours CLIN. Vendor will only bill for actual hours worked. Part-time shall not exceed 60 hours every 2 weeks.

FOB: Destination

Part-time

60(hrs) x 2 (weeks) = 120hrs per month

NET AMT

FFP

Option Year 1: Travel shall be in accordance with the Joint Travel Regulation. All travel will be pre-approved and authorized by the MSARNG Surgeon’s Office. Contractors are to document all travel reimbursement expenses including mileage. Reimbursement requests will be made weekly and included with the contractor’s timecard for signatory authorization and approval. Contractor will abide by and follow all governmental travel regulations including per diem and receipt requirements.

NET AMT

FFP

Option Year 2: The Contractor shall provide Four (4) Full-time Register Nurse Case Manager in accordance with the attached performance work statement and the Contractor's proposal. This is a Labor Hours CLIN. Vendor will only bill for actual hours worked.

FOB: Destination

Full-time

80(hrs) x 2(weeks) =160hrs per month

NET AMT

FFP

Option Year 2: The Contractor shall provide One (1) Part-time Register Nurse Case Manager in accordance with the attached performance work statement and the Contractor's proposal. This is a Labor Hours CLIN. Vendor will only bill for actual hours worked. Part-time shall not exceed 60 hours.

FOB: Destination

Part-time

60(hrs) x 2 (weeks) = 120hrs per month

NET AMT

FFP

Option Year 2: Travel shall be in accordance with the Joint Travel Regulation. All travel will be pre-approved and authorized by the MSARNG Surgeon’s Office. Contractors are to document all travel reimbursement expenses including mileage. Reimbursement requests will be made weekly and included with the contractor’s timecard for signatory authorization and approval. Contractor will abide by and follow all governmental travel regulations including per diem and receipt requirements.

NET AMT

FFP

Option Year 3: The Contractor shall provide Four (4) Full-time Register Nurse Case Manager in accordance with the attached performance work statement and the Contractor's proposal. This is a Labor Hours CLIN. Vendor will only bill for actual hours worked.

FOB: Destination

Full-time

80(hrs) x 2(weeks) =160hrs per month

NET AMT

FFP

Option Year 3: The Contractor shall provide One (1) Part-time Register Nurse Case Manager in…