This government file, an amendment to solicitation 36C10X26R0001, addresses questions and updates related to a contract for financial and legal services for designated Primary Family Caregivers under the VA MISSION Act of 2018. Key updates include an extension of the solicitation closing date to January 14, 2025, and revised page limitations for proposal volumes. The document clarifies evaluation criteria for non-price factors, staffing requirements, and acceptable equipment for contractor personnel. It details the scope of services, including legal advice, financial planning, and identity theft support, emphasizing nationwide coverage. The amendment also outlines requirements for staff licensure, insurance, and the use of a HIPAA-compliant referral tool. It confirms a hybrid contract type with Firm-Fixed Price and Time & Materials for Other Direct Costs, along with updated participant projection volumes for the base and option periods.
This amendment to solicitation 36C10X26R0001, dated January 5, 2026, from the Department of Veterans Affairs Strategic Acquisition Center – Frederick, provides crucial updates and clarifications for offerors. The document addresses questions regarding the pricing schedule, specifically for Project Management Plan (PMP) CLINs 0002, 1002, 2002, 3002, and 4002, confirming the PMP is only required for the Base Period. It also clarifies that if the optional financial planning CLIN (0020, 1020, 2020, 3020, 4020) is exercised, all six webinars will be required. Furthermore, quantities for Referral Process, Documents, and Videos CLINs (0027, 1027, 2027, 3027, 4027) have been set to 12 MO. All changes are reflected in the updated D.10 ATTACHMENT K – PRICE SCHEDULE_Rev2, with modifications highlighted in blue for easy reference. This amendment ensures all offerors have accurate and consistent information for proposal submission, emphasizing the importance of acknowledging receipt of this amendment to avoid rejection of offers.
The Department of Veterans Affairs (VA) Strategic Acquisition Center is issuing a combined synopsis/solicitation (RFP 36C10X26R0001) for Caregiver Support Program Financial and Legal Services (CSP-FLS). The solicitation, under NAICS Code 541110 (Office of Lawyers) and Product Service Code R418 (Legal Services), seeks proposals for a single contract award. The small business size standard is $16 million. Responses are due by January 8, 2026, at 10:00 AM Eastern Time. The RFP incorporates VA Class Deviations implementing the Revolutionary FAR Overhaul and FAR FAC Number 2025-26. Interested parties can find further requirements and solicitation details in the attached documents, which include various forms and attachments related to background investigations, security rules, sample referral language, subcontracting limitations, and pricing schedules.
This government solicitation, 36C10X26R0001, issued by the Department of Veterans Affairs, seeks proposals for financial and legal services for designated Primary Family Caregivers enrolled in the Program of Comprehensive Assistance for Family Caregivers (PCAFC). The contractor will provide services across all U.S. states and territories, including financial planning, debt management, estate planning, advanced directives, and power of attorney. Services also include educational webinars and a 24/7 customer service call center with translation capabilities. The contract is a hybrid type with Firm-Fixed Price and Time and Materials Line Items, with a 12-month base period and four 12-month option periods. Key requirements include compliance with HIPAA, Section 508 accessibility standards, and specific professional credentials for legal and financial staff. The contractor is responsible for comprehensive monitoring, data reporting, and survey administration to assess program effectiveness, with all data and documents subject to VA ownership and unlimited rights. Background investigations for personnel are also mandated.
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This government file, Attachment K PRICE SCHEDULE for RFP 36C10X26R0001, outlines the financial and legal services required for the Caregiver Support Program. It details a comprehensive price schedule for a base period of 12 months and four subsequent 12-month option periods. The services are categorized into mandatory and optional tasks, encompassing legal services such as estate planning (simple wills, advanced directives, power of attorney, guardianship), referrals, and educational programs, as well as financial planning services including household budgeting, debt management, retirement planning, and insurance review. The document also includes line items for project management, monitoring and data reporting, surveys, referral processes, and customer service. Notably, specific line items for optional legal services (identity theft) and language translation are designated as Other Direct Costs (ODCs) with Not-to-Exceed amounts of $35,000 and $20,000 respectively per period. Offerors are required to complete all quantity, unit, unit price, and total price fields for each line item in their proposals.
The document outlines the price schedule for the Caregiver Support Program's Financial and Legal Services (Solicitation 36C10X26R0001), detailing mandatory and optional tasks across a base period and four option periods, each lasting 12 months. Services include various legal provisions such as estate planning, advanced directives, power of attorney, guardianship, and legal consultations, along with financial planning services covering household budgeting, debt management, retirement planning, insurance reviews, and financial counseling. Optional services extend to identity theft support, civil dispute assistance, mortgage refinancing, extensive financial coaching, credit management, and college expense planning. The schedule also includes costs for monitoring, data reporting, surveys, referral processes, and a customer service call center. Not-to-exceed costs are specified for identity theft services ($35,000) and language translation ($20,000) as Other Direct Costs (ODCs). Offerors are required to provide pricing for all listed line items.
The document "36C10X26R0001 - Caregiver Support Program Financial and Legal Services Attachment K PRICE SCHEDULE" outlines the pricing structure for a Request for Proposal (RFP) related to caregiver support services. It details various mandatory and optional legal and financial planning services, along with monitoring, data reporting, and customer service components. The price schedule requires offerors to propose pricing for a base 12-month period, including line items for services such as simple wills, advanced directives, power of attorney, debt management, retirement planning, and household budgeting. The document also specifies Not-to-Exceed amounts for Optional Legal Services (identity theft) and Other Direct Costs (ODCs) for a Referral Resource Tool and Language Translation. The purpose is to solicit comprehensive pricing from offerors for a range of caregiver support services.
The Department of Veterans Affairs (VA) Information Security Rules of Behavior (ROB) for Organizational Users outlines mandatory security protocols for VA employees, contractors, and affiliates accessing VA information systems. This document, required by federal regulations, details responsibilities, expected behaviors, and compliance measures. Users must sign the ROB annually, acknowledging their agreement to adhere to rules regarding system access, data protection, device security, teleworking, and incident reporting. The ROB explicitly prohibits unauthorized access, disclosure, or modification of VA information and systems. Non-compliance can lead to restricted access, disciplinary action, and civil or criminal penalties. Key directives include using VA-approved devices and software, safeguarding sensitive information, protecting passwords, and reporting security incidents promptly. The ROB ensures the confidentiality, integrity, and availability of VA information and information systems, emphasizing user accountability and compliance with federal and VA policies.
The Department of Veterans Affairs (VA) Caregiver Support Program offers contracted legal and financial planning services to eligible Veterans or their Primary Caregivers. These services are accessed via a concierge referral system and are limited to specific topics and durations. Legal services include up to three 30-minute sessions for drafting documents like Simple Wills, Powers of Attorney, and Advanced Directives, as well as identity theft restorative services and civil dispute assistance. Financial planning services also provide up to three 30-minute sessions for topics such as household budgeting, debt management, and retirement planning review. Services exceeding the specified limits or those not explicitly covered, such as complex estate planning, in-person court representation, or processing guardianship instruments through court, will be at the individual's own expense. Each covered service may be utilized only once within a 12-month period, requiring a new referral for each instance.
This government file outlines the limitations on subcontracting for federal contracts, specifically for Service-Disabled Veteran-Owned Small Businesses (SDVOSBs) and Veteran-Owned Small Businesses (VOSBs) under VAAR 852.219-75. It mandates that for service contracts, the prime contractor cannot pay more than 50% of the government-paid amount to firms that are not certified SDVOSBs or VOSBs. Similar limitations apply to general construction (85%) and special trade construction (75%), with material costs often excluded. The document emphasizes that any further subcontracting by a similarly situated certified subcontractor counts towards the limitation. Offerors must certify compliance, acknowledging potential criminal, civil, or administrative penalties for false certifications. The VA reserves the right to request documentation to verify compliance and may impose sanctions, including referral to the Suspension and Debarment Committee, fines, or prosecution, for non-compliance or bad faith. Failure to provide the required certification with the bid will render the offer ineligible for award.
Attachment E, titled "Affirmation of No Additional Financial Gains and Maintained Active Insurance," is a certification required by the Veterans Health Administration (VHA) Caregiver Support Program's Financial and Legal Services solicitation. It mandates that any awarded offeror, identified as [insert name of offeror], must certify they will not receive financial gains from referrals for supplemental financial or legal services beyond the contract's realized profit. Additionally, the certification requires that all licensed attorneys working under the contract maintain a minimum of $300,000.00 in annual malpractice insurance or the state's minimum, whichever is higher. For financial services, the Contractor must hold $1M in miscellaneous professional liabilities insurance. The document also includes spaces for the signee's name, title, signature, date, and company information, affirming their authorization to execute the certification on behalf of the offeror. This ensures ethical financial practices and adequate professional liability coverage for services provided.
This document outlines a National Business Associate Agreement (BAA) template for the Department of Veterans Affairs (VA) Veterans Health Administration (VHA) and its contractors. It establishes requirements for the use and disclosure of Protected Health Information (PHI) under HIPAA and HITECH Acts, applying to contracts spanning multiple VHA facilities or with vendors having existing VHA BAAs. The BAA is drafted and signed by the VHA Privacy Office Business Relations and Agreements Team post-contract award, not by contracting officers. Key provisions include strict limitations on PHI use and disclosure, mandatory safeguards, incident reporting within one business day, and detailed written reports within ten business days. Business Associates must also ensure subcontractors comply with these terms, return or destroy PHI upon contract termination, and are liable for HIPAA violations. The agreement emphasizes VHA's ownership of PHI and requires biennial review.
The document, D.8 ATTACHMENT H, outlines a standardized format for submitting past performance references within a government solicitation, likely an RFP or grant application. It details a structure for reporting up to three past performance examples, emphasizing that if no relevant recent performance exists, it should be stated. For each reference, Offerors must provide comprehensive details including the company name, relationship to the Offeror (e.g., prime or subcontractor), contracting organization, contract number, type, total price/cost, period of performance, and contact information for the contracting officer and program manager. Additionally, the form requires the NAICS code and an indication of whether CPARS/PPIRS reports were completed. Crucially, Offerors must provide a concise description of the work's relevance to the current solicitation and explain any performance issues, corrective actions, and their results, especially those noted in CPARS/PPIRS reports. This attachment serves to collect critical information for evaluating an Offeror's experience and capability.
The Department of Veterans Affairs (VA) is issuing a Past Performance Questionnaire (PPQ) for RFP No. 36C10X26R0001, titled "VHA Caregiver Support Program Financial and Legal Services." This questionnaire is designed to gather reference information on a contractor's past performance for a competitive service contract award. It requires detailed evaluations across various performance areas, including overall quality, delivery, service quality, problem resolution, and personnel quality, using a rating scale from 1 (below standard) to 5 (almost always exceeds standard). Additionally, the PPQ asks about any past performance issues such as cure notices, terminations, or adverse performance discussions. It also requests information on contract period, dollar value, and a brief description of services provided. Completed questionnaires are to be submitted to Lindi.Sylvester@va.gov and Brian.Kadel@va.gov. This document is crucial for the VA's evaluation process, ensuring a comprehensive assessment of potential contractors.