R699--Beneficiary Locator and Outreach Services

The Department of Veterans Affairs seeks beneficiary locator and outreach services for deceased veterans' life insurance claims, with quotes due August 20, 2026 at 10:00 AM EST. This is a Total Small Business Set-Aside under NAICS 561611 with a $25 million size standard. The solicitation carries SDVOSB and VOSB evaluation incentives (5% price credit for SDVOSB, 3% for VOSB, plus 2% and 1% respectively for certified subcontractors), and requires that at least 51% of total contract value be performed by the prime contractor.

Place of performance is off-site at the contractor's location(s), with service delivery to VA Insurance Service and Operations Center in Philadelphia, Pennsylvania. The base period runs six months (September 5, 2026 through March 4, 2027) with four one-year option periods through March 4, 2031. The Government guarantees a minimum of 1,000 cases during the base period, with estimated additional annual volume of 2,000 cases. The price schedule establishes firm-fixed-price per-transaction rates for case locates and claim form submissions, plus a monthly administration labor CLIN; payment is earned only upon successful location or death confirmation—no payment for unsuccessful searches.

All contractor personnel require Low-level NACI background investigations and must comply with VA Handbook 6500 security requirements, FISMA directives, and Privacy Act obligations. The contract requires adherence to Public Law 117-313 (Faster Payment to Veterans' Survivors Act of 2022) for alternate beneficiary identification.

Evaluation weighs Technical Ability (Understanding of Requirements, Project Management Approach, and Staffing/Expertise as equal-weighted subfactors) and Past Performance (up to three references) as combined approximately equal to Price. Technical quotes are limited to 10 pages; offerors must achieve satisfactory or higher technical ratings and neutral or higher past performance ratings for consideration. Quotes must include SF 1449, SF 30 for each amendment issued, SAM representations and certifications, and pricing with fully burdened unit costs. Amendment 0002, issued August 18, clarifies page limits and payment criteria for contract line items.