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(b) (6) (b) (6) (b) (6)
32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

 (CONTINUED)

SEE SCHEDULE

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/ SERVICES 21. QUANTITY 22. UNIT 24. AMOUNT

PAGE 2 OF

23. UNIT PRICE

127

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT 

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

COMPLETE PARTIAL FINAL

35. AMOUNT VERIFIED 36. PAYMENT

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV 3/2005) BACK

Prescr bed by GSA

FAR (48 CFR) 53 212

AUTHORIZED FOR LOCAL REPRODUCTION 

 PREVIOUS EDITION IS NOT USABLE

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Section SF 30 - BLOCK 14 CONTINUATION PAGE

PREAMBLE

A. This contract is for personal services and creates an employer-employee relationship between the 

Government and the individual Health Care Provider (HCP) in accordance with DFARS 

237.104(b)(ii)(A)(3).

B. The performance of the individual HCP(s) under the Personal Services Contract (PSC) is subject 

to day-to-day supervision and control by Air National Guard and healthcare facility personnel 

comparable to that exercised over military and civil service personnel engaged in comparable 

work.

C. Any personal injury claims alleging negligence by the individual HCPs within the scope of the 

HCP’s performance of the PSC shall be processed by DoD as claims alleging negligence by DoD 

military or civil service HCPs.

D. The PSC does not create an employer-employee relationship between the Government and any 

corporation, partnership, business association or other party or legal entity with which the 

individual HCP(s) may be associated.

 

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Section SF 1449 - CONTINUATION SHEET 

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 Lot $0.00 

Psychological Healthcare - Labor

FFP

Regions 1, 2 and 3 as detailed under "Regions". 44 Psychological Healthcare 

Subject Matter Expert (PHSME), 3 Regional Lead Psychological Healthcare 

Providers and 1 Psychological Healthcare Program Manager.

Task order labor rates shall not exceed those quoted in response to W9133L-10-R0099.

FOB: Destination

SIGNAL CODE: A

NET AMT $0.00

 

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0002 Lot $0.00 

PHSME Additional Hours - Labor

FFP

When PHSME, Lead or PM is required to work outside of the normal 8 hour work 

day the authorized work shall be invoiced under this After Hours Work CLIN. 

After hours work will be limited by the available funding but shall not exceed the 

lesser of 10 hours per week or 480 hours per year without authorization from Air 

National Guard Bureau at Andrews AFB. All additional hours will be verified and 

approved by the individual wing representative.

Task order labor rates shall not exceed those quoted in response to W9133L-10-R0099.

FOB: Destination

SIGNAL CODE: A

 

NET AMT $0.00

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0003 Lot $0.00

Travel and ODC - Program Manager & Leads

COST

Program Manager - 1-5 Unit Visits, Annual trip to Readiness Frontiers/HITECH, 

local meetings, material/supply requirements, and Other Direct Costs (ODC). 

~$25K per year 

Regional Leads - Annual trip to Readiness Frontiers/HITECH, ANG 

Indoctrination Training, regional travel and ODC. ~$16K per Lead per year.

All reimbursable travel shall be approved by the Contracting Officer's 

Representative (COR) in advance of expenses bein incurred. All travel shall be 

conducted in accordance with the Joint Travel Regulations. All travel 

arrangements shall be made by the traveler during normal business hours. No 

G&A or other overhead shall be charged on Travel and ODC. No travel expenses 

in excess of the standard per diem rate or most economical airfare 

(Economy/Coach) shall be reimbursed without the written approval of the 

Contracting Officer (KO) in advance of expenses being incurred.

FOB: Destination

SIGNAL CODE: A

ESTIMATED COST $0.00

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0004 Lot $0.00

Travel and ODC - Wing Level

COST

Travel, materials & Other Direct Costs (ODC) within the 44 wing or unit 

operating areas by Wing/Unit level PHSME. ~$5,000 per PHSME per year.

All reimbursable travel shall be approved by the Contracting Officer's 

Representative (COR) in advance of expenses being incurred. All travel shall be 

conducted in accordance with the Joint Travel Regulations. All travel 

arrangements shall be made by the traveler during normal business hours. No 

G&A or other overhead shall be charged on Travel and ODC. No travel expenses 

in excess of the standard per diem rate or most economical airfare 

(Economy/Coach) shall be reimbursed without the written approval of the 

Contracting Officer (KO) in advance of expenses being incurred.

FOB: Destination

SIGNAL CODE: A

ESTIMATED COST $0.00

 

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1001 Lot $0.00 

OPTION Psychological Healthcare - Labor

FFP

Regions 1, 2 and 3 as detailed under "Regions". 44 Psychological Healthcare 

Subject Matter Expert (PHSME), 3 Regional Lead Psychological Healthcare 

Providers and 1 Psychological Healthcare Program Manager.

Task order labor rates shall not exceed those quoted in response to W9133L-10-R0099.

FOB: Destination

SIGNAL CODE: A

NET AMT $0.00

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1002 Lot $0.00 

OPTION PHSME Additional Hours - Labor

FFP

When PHSME, Lead or PM is required to work outside of the normal 8 hour work 

day the authorized work shall be invoiced under this After Hours Work CLIN. 

After hours work will be limited by the available funding but shall not exceed the 

lesser of 10 hours per week or 480 hours per year without authorization from Air 

National Guard Bureau at Andrews AFB. All additional hours will be verified and 

approved by the individual wing representative.

Task order labor rates shall not exceed those quoted in response to W9133L-10-R0099.

FOB: Destination

SIGNAL CODE: A

 

NET AMT $0.00

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1003 Lot $0.00

OPTION Travel and ODC - Program Manager & Leads

COST

Program Manager - 1-5 Unit Visits, Annual trip to Readiness Frontiers/HITECH, 

local meetings, material/supply requirements, and Other Direct Costs (ODC). 

~$25K per year 

Regional Leads - Annual trip to Readiness Frontiers/HITECH, ANG 

Indoctrination Training, regional travel and ODC. ~$16K per Lead per year.

All reimbursable travel shall be approved by the Contracting Officer's 

Representative (COR) in advance of expenses bein incurred. All travel shall be 

conducted in accordance with the Joint Travel Regulations. All travel 

arrangements shall be made by the traveler during normal business hours. No 

G&A or other overhead shall be charged on Travel and ODC. No travel expenses 

in excess of the standard per diem rate or most economical airfare 

(Economy/Coach) shall be reimbursed without the written approval of the 

Contracting Officer (KO) in advance of expenses being incurred.

FOB: Destination

SIGNAL CODE: A

ESTIMATED COST $0.00

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1004 Lot $0.00

OPTION Travel and ODC - Wing Level

COST

Travel, materials & Other Direct Costs (ODC) within the 44 wing or unit 

operating areas by Wing/Unit level PHSME. ~$5,000 per PHSME per year.

All reimbursable travel shall be approved by the Contracting Officer's 

Representative (COR) in advance of expenses being incurred. All travel shall be 

conducted in accordance with the Joint Travel Regulations. All travel 

arrangements shall be made by the traveler during normal business hours. No 

G&A or other overhead shall be charged on Travel and ODC. No travel expenses 

in excess of the standard per diem rate or most economical airfare 

(Economy/Coach) shall be reimbursed without the written approval of the 

Contracting Officer (KO) in advance of expenses being incurred.

FOB: Destination

SIGNAL CODE: A

ESTIMATED COST $0.00

 

CONTRACT MINIMUM/MAXIMUM QUANTITY AND CONTRACT VALUE

The minimum quantity and contract value for all orders issued against this contract shall not be 

less than the minimum quantity and contract value stated in the following table. The maximum 

quantity and contract value for all orders issued against this contract shall not exceed the 

maximum quantity and contract value stated in the following table.

MINIMUM

QUANTITY 

MINIMUM

AMOUNT 

MAXIMUM

QUANTITY 

MAXIMUM

AMOUNT 

0.00 $0.00 100.00 $17,050,000.00 

DELIVERY/TASK ORDER MINIMUM/MAXIMUM QUANTITY AND ORDER VALUE

The minimum quantity and order value for each Delivery/Task Order issued shall not be less than the minimum 

quantity and order value stated in the following table. The maximum quantity and order value for each 

Delivery/Task Order issued shall not exceed the maximum quantity and order value stated in the following table.

MINIMUM

QUANTITY 

MINIMUM

AMOUNT

MAXIMUM

QUANTITY 

MAXIMUM

AMOUNT 

0.00 $0.00 100.00 $17,050,000.00 

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CLIN MINIMUM/MAXIMUM QUANTITY AND CLIN VALUE

The minimum quantity(s) and CLIN value(s) for all orders issued against the CLIN(s) on this contract shall not be 

less than the minimum quantity(s) and CLIN value(s) stated in the following table. The maximum quantity(s) and 

CLIN value(s) for all orders issued against the CLIN(s) on this contract shall not exceed the maximum quantity(s) 

and CLIN value(s) stated in the following table. 

CLIN 

MINIMUM

QUANTITY 

MINIMUM

AMOUNT 

MAXIMUM

QUANTITY 

MAXIMUM

AMOUNT 

0001 0.00 $0.00 100.00 $6,000,000.00 

0002 0.00 $0.00 50.00 $1,500,000.00 

0003 0.00 $0.00 75,000.00 $75,000.00 

0004 0.00 $0.00 450,000.00 $450,000.00 

1001 0.00 $0.00 100.00 $7,000,000.00 

1002 0.00 $0.00 50.00 $1,500,000.00 

1003 0.00 $0.00 75,000.00 $75,000.00 

1004 0.00 $0.00 450,000.00 $450,000.00 

CLIN DELIVERY/TASK ORDER MINIMUM/MAXIMUM QUANTITY AND CLIN ORDER VALUE 

The minimum quantity and order value for the given Delivery/Task Order issued for this CLIN shall not be less than 

the minimum quantity and order value stated in the following table. The maximum quantity and order value for the 

given Delivery/Task Order issued for this CLIN shall not exceed the maximum quantity and order value stated in the 

following table. 

CLIN 

MINIMUM

QUANTITY 

MINIMUM

AMOUNT 

MAXIMUM

QUANTITY 

MAXIMUM

AMOUNT 

0001 100.00 $6,000,000.00

0002 

 

50.00

 

$1,500,000.00

 

0003 75,000.00 $75,000.00

0004 

 

450,000.00

 

$450,000.00

 

 

1001 100.00 $7,000,000.00

1002 

 

50.00

 

$1,500,000.00

 

 

1003 75,000.00 $75,000.00

1004 

 

450,000.00

 

$450,000.00

 

 

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INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY 

0001 Destination Government Destination Government 

0002 Destination Government Destination Government 

0003 Destination Government Destination Government 

0004 Destination Government Destination Government 

1001 Destination Government Destination Government 

1002 Destination Government Destination Government 

1003 Destination Government Destination Government 

1004 Destination Government Destination Government 

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS UIC 

0001 POP 20-SEP-2010 TO

19-SEP-2011 

N/A SEE SCHEDULE

N/A

N/A AA N/A

FOB: Destination 

SCHED1 

0002 POP 20-SEP-2010 TO

19-SEP-2011 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

0003 POP 20-SEP-2010 TO

19-SEP-2011 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

0004 POP 20-SEP-2010 TO

19-SEP-2011 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

1001 POP 20-SEP-2011 TO

19-SEP-2012 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

1002 POP 20-SEP-2010 TO

19-SEP-2011 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

1003 POP 20-SEP-2010 TO

19-SEP-2011 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

1004 POP 20-SEP-2010 TO

19-SEP-2011 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

 

CLAUSES INCORPORATED BY REFERENCE

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52.243-1 Alt III Changes--Fixed Price (Aug 1987) - Alternate III APR 1984 

 

 

CLAUSES INCORPORATED BY FULL TEXT

52.212-4 CONTRACT TERMS AND CONDITIONS-- COMMERCIAL ITEMS (JUN 2010) 

(a) Inspection/Acceptance. The Contractor shall only tender for acceptance those items that conform to the 

requirements of this contract. The Government reserves the right to inspect or test any supplies or services that have 

been tendered for acceptance. The Government may require repair or replacement of nonconforming supplies or 

reperformance of nonconforming services at no increase in contract price. If repair/replacement or reperformance 

will not correct the defects or is not possible, the Government may seek an equitable price reduction or adequate 

consideration for acceptance of nonconforming supplies or services. The Government must exercise its postacceptance rights (1) within a reasonable time after the defect was discovered or should have been discovered; and 

(2) before any substantial change occurs in the condition of the item, unless the change is due to the defect in the 

item. 

(b) Assignment. The Contractor or its assignee may assign its rights to receive payment due as a result of 

performance of this contract to a bank, trust company, or other financing institution, including any Federal lending 

agency in accordance with the Assignment of Claims Act (31 U.S.C. 3727). However, when a third party makes 

payment (e.g., use of the Governmentwide commercial purchase card), the Contractor may not assign its rights to 

receive payment under this contract.

(c) Changes. Changes in the terms and conditions of this contract may be made only by written agreement of the 

parties. 

(d) Disputes. This contract is subject to the Contract Disputes Act of 1978, as amended (41 U.S.C. 601-613). Failure 

of the parties to this contract to reach agreement on any request for equitable adjustment, claim, appeal or action 

arising under or relating to this contract shall be a dispute to be resolved in accordance with the clause at FAR 

52.233-1, Disputes, which is incorporated herein by reference. The Contractor shall proceed diligently with 

performance of this contract, pending final resolution of any dispute arising under the contract. 

(e) Definitions. The clause at FAR 52.202-1, Definitions, is incorporated herein by reference. 

(f) Excusable delays. The Contractor shall be liable for default unless nonperformance is caused by an occurrence 

beyond the reasonable control of the Contractor and without its fault or negligence such as, acts of God or the public 

enemy, acts of the Government in either its sovereign or contractual capacity, fires, floods, epidemics, quarantine 

restrictions, strikes, unusually severe weather, and delays of common carriers. The Contractor shall notify the 

Contracting Officer in writing as soon as it is reasonably possible after the commencement or any excusable delay, 

setting forth the full particulars in connection therewith, shall remedy such occurrence with all reasonable dispatch 

and shall promptly give written notice to the Contracting Officer of the cessation of such occurrence.

(g) Invoice. 

(1) The Contractor shall submit an original invoice and three copies (or electronic invoice, if authorized) to the 

address designated in the contract to receive invoices. An invoice must include--

(i) Name and address of the Contractor;

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(ii) Invoice date and number;

(iii) Contract number, contract line item number and, if applicable, the order number;

(iv) Description, quantity, unit of measure, unit price and extended price of the items delivered;

(v) Shipping number and date of shipment, including the bill of lading number and weight of shipment if shipped on 

Government bill of lading;

(vi) Terms of any discount for prompt payment offered;

(vii) Name and address of official to whom payment is to be sent;

(viii) Name, title, and phone number of person to notify in event of defective invoice; and

(ix) Taxpayer Identification Number (TIN). The Contractor shall include its TIN on the invoice only if required 

elsewhere in this contract.

(x) Electronic funds transfer (EFT) banking information.

(A) The Contractor shall include EFT banking information on the invoice only if required elsewhere in this contract.

(B) If EFT banking information is not required to be on the invoice, in order for the invoice to be a proper invoice, 

the Contractor shall have submitted correct EFT banking information in accordance with the applicable solicitation 

provision, contract clause (e.g., 52.232-33, Payment by Electronic Funds Transfer--Central Contractor Registration, 

or 52.232-34, Payment by Electronic 

Funds Transfer--Other Than Central Contractor Registration), or applicable agency procedures.

(C) EFT banking information is not required if the Government waived the requirement to pay by EFT.

(2) Invoices will be handled in accordance with the Prompt Payment Act (31 U.S.C. 3903) and Office of 

Management and Budget (OMB) prompt payment regulations at 5 CFR part 1315.

(h) Patent indemnity. The Contractor shall indemnify the Government and its officers, employees and agents against 

liability, including costs, for actual or alleged direct or contributory infringement of, or inducement to infringe, any 

United States or foreign patent, trademark or copyright, arising out of the performance of this contract, provided the 

Contractor is reasonably notified of such claims and proceedings. 

(i) Payment.--

(1) Items accepted. Payment shall be made for items accepted by the Government that have been delivered to the 

delivery destinations set forth in this contract.

(2) Prompt payment. The Government will make payment in accordance with the Prompt Payment Act (31 U.S.C. 

3903) and prompt payment regulations at 5 CFR part 1315.

(3) Electronic Funds Transfer (EFT). If the Government makes payment by EFT, see 52.212-5(b) for the appropriate 

EFT clause.

(4) Discount. In connection with any discount offered for early payment, time shall be computed from the date of the 

invoice. For the purpose of computing the discount earned, payment shall be considered to have been made on the 

date which appears on the payment check or the specified payment date if an electronic funds transfer payment is 

made.

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(5) Overpayments. If the Contractor becomes aware of a duplicate contract financing or invoice payment or that the 

Government has otherwise overpaid on a contract financing or invoice payment, the Contractor shall--

(i) Remit the overpayment amount to the payment office cited in the contract along with a description of the 

overpayment including the--

(A) Circumstances of the overpayment (e.g., duplicate payment, erroneous payment, liquidation errors, date(s) of 

overpayment);

(B) Affected contract number and delivery order number, if applicable;

(C) Affected contract line item or subline item, if applicable; and

(D) Contractor point of contact.

(ii) Provide a copy of the remittance and supporting documentation to the Contracting Officer.

(6) Interest. 

(i) All amounts that become payable by the Contractor to the Government under this contract shall bear simple 

interest from the date due until paid unless paid within 30 days of becoming due. The interest rate shall be the 

interest rate established by the Secretary of the Treasury as provided in Section 611 of the Contract Disputes Act of 

1978 (Public Law 95-563), which is applicable to the period in which the amount becomes due, as provided in 

(i)(6)(v) of this clause, and then at the rate applicable for each six-month period as fixed by the Secretary until the 

amount is paid.

(ii) The Government may issue a demand for payment to the Contractor upon finding a debt is due under the 

contract.

(iii) Final decisions. The Contracting Officer will issue a final decision as required by 33.211 if--

(A) The Contracting Officer and the Contractor are unable to reach agreement on the existence or amount of a debt 

within 30 days;

(B) The Contractor fails to liquidate a debt previously demanded by the Contracting Officer within the timeline 

specified in the demand for payment unless the amounts were not repaid because the Contractor has requested an 

installment payment agreement; or

(C) The Contractor requests a deferment of collection on a debt previously demanded by the Contracting Officer (see 

32.607-2).

(iv) If a demand for payment was previously issued for the debt, the demand for payment included in the final 

decision shall identify the same due date as the original demand for payment.

(v) Amounts shall be due at the earliest of the following dates:

(A) The date fixed under this contract.

(B) The date of the first written demand for payment, including any demand for payment resulting from a default 

termination.

(vi) The interest charge shall be computed for the actual number of calendar days involved beginning on the due date 

and ending on--

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(A) The date on which the designated office receives payment from the Contractor;

(B) The date of issuance of a Government check to the Contractor from which an amount otherwise payable has been 

withheld as a credit against the contract debt; or

(C) The date on which an amount withheld and applied to the contract debt would otherwise have become payable to 

the Contractor.

(vii) The interest charge made under this clause may be reduced under the procedures prescribed in 32.608-2 of the 

Federal Acquisition Regulation in effect on the date of this contract.

(j) Risk of loss. Unless the contract specifically provides otherwise, risk of loss or damage to the supplies provided 

under this contract shall remain with the Contractor until, and shall pass to the Government upon: 

(1) Delivery of the supplies to a carrier, if transportation is f.o.b. origin; or 

(2) Delivery of the supplies to the Government at the destination specified in the contract, if transportation is f.o.b. 

destination. 

(k) Taxes. The contract price includes all applicable Federal, State, and local taxes and duties. 

(l) Termination for the Government's convenience. The Government reserves the right to terminate this contract, or 

any part hereof, for its sole convenience. In the event of such termination, the Contractor shall immediately stop all 

work hereunder and shall immediately cause any and all of its suppliers and subcontractors to cease work. Subject to 

the terms of this contract, the Contractor shall be paid a percentage of the contract price reflecting the percentage of 

the work performed prior to the notice of termination, plus reasonable charges the Contractor can demonstrate to the 

satisfaction of the Government using its standard record keeping system, have resulted from the termination. The 

Contractor shall not be required to comply with the cost accounting standards or contract cost principles for this 

purpose. This paragraph does not give the Government any right to audit the Contractor's records. The Contractor 

shall not be paid for any work performed or costs incurred which reasonably could have been avoided. 

(m) Termination for cause. The Government may terminate this contract, or any part hereof, for cause in the event of 

any default by the Contractor, or if the Contractor fails to comply with any contract terms and conditions, or fails to 

provide the Government, upon request, with adequate assurances of future performance. In the event of termination 

for cause, the Government shall not be liable to the Contractor for any amount for supplies or services not accepted, 

and the Contractor shall be liable to the Government for any and all rights and remedies provided by law. If it is 

determined that the Government improperly terminated this contract for default, such termination shall be deemed a 

termination for convenience. 

(n) Title. Unless specified elsewhere in this contract, title to items furnished under this contract shall pass to the 

Government upon acceptance, regardless of when or where the Government takes physical possession. 

(o) Warranty. The Contractor warrants and implies that the items delivered hereunder are merchantable and fit for 

use for the particular purpose described in this contract. 

(p) Limitation of liability. Except as otherwise provided by an express warranty, the Contractor will not be liable to 

the Government for consequential damages resulting from any defect or deficiencies in accepted items. 

(q) Other compliances. The Contractor shall comply with all applicable Federal, State and local laws, executive 

orders, rules and regulations applicable to its performance under this contract. 

(r) Compliance with laws unique to Government contracts. The Contractor agrees to comply with 31 U.S.C. 1352 

relating to limitations on the use of appropriated funds to influence certain Federal contracts; 18 U.S.C. 431 relating 

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to officials not to benefit; 40 U.S.C. 3701, et seq., Contract Work Hours and Safety Standards Act; 41 U.S.C. 51-58, 

Anti-Kickback Act of 1986; 41 U.S.C. 265 and 10 U.S.C. 2409 relating to whistleblower protections; 49 U.S.C.

40118, Fly American; and 41 U.S.C. 423 relating to procurement integrity. 

(s) Order of precedence. Any inconsistencies in this solicitation or contract shall be resolved by giving precedence in 

the following order: (1) the schedule of supplies/services; (2) the Assignments, Disputes, Payments, Invoice, Other 

Compliances, and Compliance with Laws Unique to Government Contracts paragraphs of this clause; (3) the clause 

at 52.212-5; (4) addenda to this solicitation or contract, including any license agreements for computer software; (5) 

solicitation provisions if this is a solicitation; (6) other paragraphs of this clause; (7) the Standard Form 1449; (8) 

other documents, exhibits, and attachments; and (9) the specification. 

(t) Central Contractor Registration (CCR). (1) Unless exempted by an addendum to this contract, the Contractor is 

responsible during performance and through final payment of any contract for the accuracy and completeness of the 

data within the CCR database, and for any liability resulting from the Government's reliance on inaccurate or 

incomplete data. To remain registered in the CCR database after the initial registration, the Contractor is required to 

review and update on an annual basis from the date of initial registration or subsequent updates its information in the 

CCR database to ensure it is current, accurate and complete. Updating information in the CCR does not alter the 

terms and conditions of this contract and is not a substitute for a properly executed contractual document.

(2)(i) If a Contractor has legally changed its business name, “doing business as” name, or division name (whichever 

is shown on the contract), or has transferred the assets used in performing the contract, but has not completed the 

necessary requirements regarding novation and change-of-name agreements in FAR subpart 42.12, the Contractor 

shall provide the responsible Contracting Officer a minimum of one business day's written notification of its 

intention to (A) change the name in the CCR database; (B) comply with the requirements of subpart 42.12; and (C) 

agree in writing to the timeline and procedures specified by the responsible Contracting Officer. The Contractor must 

provide with the notification sufficient documentation to support the legally changed name.

(ii) If the Contractor fails to comply with the requirements of paragraph (t)(2)(i) of this clause, or fails to perform the 

agreement at paragraph (t)(2)(i)(C) of this clause, and, in the absence of a properly executed novation or change-ofname agreement, the CCR information that shows the Contractor to be other than the 

Contractor indicated in the contract will be considered to be incorrect information within the meaning of the 

“Suspension of Payment” paragraph of the electronic funds transfer (EFT) clause of this contract.

(3) The Contractor shall not change the name or address for EFT payments or manual payments, as appropriate, in 

the CCR record to reflect an assignee for the purpose of assignment of claims (see Subpart 32.8, Assignment of 

Claims). Assignees shall be separately registered in the CCR database. Information provided to the Contractor's CCR 

record that indicates payments, including those made by EFT, to an ultimate recipient other than that Contractor will 

be considered to be incorrect information within the meaning of the “Suspension of payment” paragraph of the EFT 

clause of this contract.

(4) Offerors and Contractors may obtain information on registration and annual confirmation requirements via the 

internet at http://www.ccr.gov or by calling 1-888-227-2423 or 269-961-5757.

(End of clause)

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR 

EXECUTIVE ORDERS--COMMERCIAL ITEMS (JUL 2010) 

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are 

incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to 

acquisitions of commercial items:

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(1) 52.222-50, Combating Trafficking in Persons (FEB 2009) (22 U.S.C. 7104(g)).

Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(2) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(3) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Pub. L. 108-77, 108-78).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated 

as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to 

acquisitions of commercial items: (Contracting Officer check as appropriate.)

___ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (SEP 2006), with Alternate I (OCT 1995) 

(41 U.S.C. 253g and 10 U.S.C. 2402). 

___ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (APR 2010)(Pub. L. 110-252, Title VI, 

Chapter 1 (41 U.S.C. 251 note)). 

___ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (JUN 

2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment 

Act of 2009.) 

 ___ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (JUL 2010) (Pub. L. 

109-282) (31 U.S.C. 6101 note). 

 ___ (5) 52.204-11, American Recovery and Reinvestment Act—Reporting Requirements (JUL 2010) (Pub. L. 111-

5). 

___ (6) 52.219-3, Notice of Total HUBZone Set-Aside (Jan 1999) (15 U.S.C. 657a). 

___ (7) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (JUL 2005) (if the 

offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a). 

___ (8) [Reserved]. 

___ (9)(i) 52.219-6, Notice of Total Small Business Set-Aside (JUNE 2003) (15 U.S.C. 644). 

___ (ii) Alternate I (OCT 1995) of 52.219-6. 

___ (iii) Alternate II (MAR 2004) of 52.219-6. 

___ (10)(i) 52.219-7, Notice of Partial Small Business Set-Aside (JUNE 2003) (15 U.S.C. 644). 

___ (ii) Alternate I (OCT 1995) of 52.219-7. 

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___ (iii) Alternate II (MAR 2004) of 52.219-7. 

___ (11) 52.219-8, Utilization of Small Business Concerns (MAY 2004) (15 U.S.C. 637 (d)(2) and (3)). 

___ (12)(i) 52.219-9, Small Business Subcontracting Plan (JUL 2010) (15 U.S.C. 637(d)(4)). 

___ (ii) Alternate I (OCT 2001) of 52.219-9 

___ (iii) Alternate II (OCT 2001) of 52.219-9. 

___ (iv) Alternate III (JUL 2010) of 52.219-9. 

___ (13) 52.219-14, Limitations on Subcontracting (DEC 1996) (15 U.S.C. 637(a)(14)). 

___ (14) 52.219-16, Liquidated Damages--Subcontracting Plan (JAN 1999) (15 U.S.C. 637(d)(4)(F)(i)). 

___ (15)(i) 52.219-23, Notice of Price Evaluation Adjustment for Small Disadvantaged Business Concerns (OCT 

2008) (10 U.S.C. 2323) (if the offeror elects to waive the adjustment, it shall so indicate in its offer). 

___ (ii) Alternate I (JUNE 2003) of 52.219-23. 

___ (16) 52.219-25, Small Disadvantaged Business Participation Program--Disadvantaged Status and Reporting 

(APR 2008) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323). 

___ (17) 52.219-26, Small Disadvantaged Business Participation Program--Incentive Subcontracting (OCT 2000) 

(Pub. L. 103-355, section 7102, and 10 U.S.C. 2323). 

_X_ (18) 52.219-27, Notice of Total Service-Disabled Veteran-Owned Small Business Set-Aside (MAY 2004) 

(U.S.C. 657 f). 

___ (19) 52.219-28, Post Award Small Business Program Rerepresentation (APR 2009) (15 U.S.C. 

632(a)(2)). 

_X_ (20) 52.222-3, Convict Labor (JUNE 2003) (E.O. 11755). 

_X_ (21) 52.222-19, Child Labor--Cooperation with Authorities and Remedies (JUL 2010) (E.O. 13126). 

_X_ (22) 52.222-21, Prohibition of Segregated Facilities (FEB 1999). 

_X_ (23) 52.222-26, Equal Opportunity (MAR 2007) (E.O. 11246). 

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_X_ (24) 52.222-35, Equal Opportunity for Special Disabled Veterans, Veterans of theVietnam Era, and Other 

Eligible Veterans (SEP 2006) (38 U.S.C. 4212). 

_X_ (25) 52.222-36, Affirmative Action for Workers with Disabilities (JUN 1998) (29

U.S.C. 793). 

_X_ (26) 52.222-37, Employment Reports on Special Disabled Veterans, Veterans of the Vietnam Era, and Other 

Eligible Veterans (SEP 2006) (38 U.S.C. 4212). 

_X_ (27) 52.222-54, Employment Eligibility Verification (JAN 2009). (Executive Order 12989). (Not applicable to 

the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed 

in 22.1803.) 

___ (28) (i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA-Designated Items (MAY 

2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf 

items.) 

___ (ii) Alternate I (MAY 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(c)). (Not applicable to the acquisition of 

commercially available off-the-shelf items.) 

___ (29) 52.223-15, Energy Efficiency in Energy-Consuming Products (DEC 2007) (42 U.S.C. 8259b) 

___ (30)(i) 52.223-16, IEEE 1680 Standard for the Environmental Assessment of Personal Computer Products 

(DEC 2007) (E.O. 13423) . 

___ (ii) Alternate I (DEC 2007) of 52.223-16. . 

___ (31) 52.225-1, Buy American Act--Supplies (JUNE 2003) (41 U.S.C. 10a-10d). 

___ (32)(i) 52.225-3, Buy American Act--Free Trade Agreements--Israeli Trade Act (JUN 2009) (41 U.S.C. 10a10d, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, Pub. L. 108-77, 108-78, 108-286, 108-302, 

109-53, 109-169, 109-283, and 110-138). 

___ (ii) Alternate I (JAN 2004) of 52.225-3. 

___ (iii) Alternate II (JAN 2004) of 52.225-3. 

___ (33) 52.225-5, Trade Agreements (AUG 2009) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note). 

___ (34) 52.225-13, Restrictions on Certain Foreign Purchases (JUN 2008) (E.O.'s, proclamations, and statutes 

administered by the Office of Foreign Assets Control of the Department of the Treasury). 

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___ (35) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150). 

___ (36) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov 2007) (42 U.S.C. 

5150). 

___ (37) 52.232-29, Terms for Financing of Purchases of Commercial Items (FEB 2002) (41 U.S.C. 255(f), 10 

U.S.C. 2307(f)) 

___ (38) 52.232-30, Installment Payments for Commercial Items (OCT 1995) (41 U.S.C. 255(f), 10 U.S.C. 

2307(f)). 

_X_ (39) 52.232-33, Payment by Electronic Funds Transfer--Central Contractor Registration (OCT 2003) (31 

U.S.C. 3332). 

___ (40) 52.232-34, Payment by Electronic Funds Transfer--Other than Central Contractor Registration (MAY 

1999) (31 U.S.C. 3332) 

___ (41) 52.232-36, Payment by Third Party (FEB 2010) (31 U.S.C. 3332). 

___ (42) 52.239-1, Privacy or Security Safeguards (AUG 1996) (5 U.S.C. 552a). 

___ (43)(i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (FEB 2006) (46 U.S.C. 

Appx 1241(b) and 10 U.S.C. 2631). 

___ (ii) Alternate I (APR 2003) of 52.247-64. 

____ 

(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that 

the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of 

law or Executive orders applicable to acquisitions of commercial items: (Contracting Officer check as appropriate.)

____ (1) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.). 

____ (2) 52.222-42, Statement of Equivalent Rates for Federal Hires (MAY 1989) (29 U.S.C. 206 and 41 U.S.C. 

351, et seq.). 

____ (3) 52.222-43, Fair Labor Standards Act and Service Contract Act--Price Adjustment (Multiple Year and 

Option Contracts) (SEP 2009) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.). 

____ (4) 52.222-44, Fair Labor Standards Act and Service Contract Act--Price Adjustment (SEP 2009) (29 U.S.C. 

206 and 41 U.S.C. 351, et seq.) 

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____ (5) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, 

Calibration, or Repair of Certain Equipment--Requirements (Nov 2007) (41 U.S.C. 351, et seq.). 

____ (6) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services--

Requirements (FEB 2009) (41 U.S.C. 351, et seq.). 

____ (7) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (Mar 2009) (Pub. L. 110-247). 

 

____ (8) 52.237-11, Accepting and Dispensing of $1 Coin (SEP 2008)(31 U.S.C. 5112(p)(1)). 

(d) Comptroller General Examination of Record. The Contractor shall comply with the provisions of this paragraph 

(d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, and 

does not contain the clause at 52.215-2, Audit and Records--Negotiation. 

(1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall 

have access to and right to examine any of the Contractor's directly pertinent records involving transactions related to 

this contract. 

(2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other 

evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any 

shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If 

this contract is completely or partially terminated, the records relating to the work terminated shall be made available 

for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to 

litigation or the settlement of claims arising under or relating to this contract shall be made available until such 

appeals, litigation, or claims are finally resolved. 

(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, 

regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that 

the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law. 

(e) (1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c), and (d) of this clause, the 

Contractor is not required to flow down any FAR clause, other than those in this paragraph (e)(1)in a subcontract for 

commercial items. Unless otherwise indicated below, the extent of the flow down shall be as required by the 

clause— 

(i) 52.203-13, Contractor Code of Business Ethics and Conduct (APR 2010) (Pub. L. 110-252, Title VI, Chapter 1 

(41 U.S.C. 251 note).

(ii) 52.219-8, Utilization of Small Business Concerns (May 2004) (15 U.S.C. 637(d)(2) and (3)), in all subcontracts 

that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) 

exceeds $550,000 ($1,000,000 for construction of any public facility), the subcontractor must include 52.219-8 in 

lower tier subcontracts that offer subcontracting opportunities.

(iii) Reserved.

(iv) 52.222-26, Equal Opportunity (MAR 2007) (E.O. 11246).

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(v) 52.222-35, Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible 

Veterans (SEP 2006) (38 U.S.C. 4212).

(vi) 52.222-36, Affirmative Action for Workers with Disabilities (June 1998) (29 U.S.C. 793).

(vii) Reserved.

(viii) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.).

(ix) 52.222-50, Combating Trafficking in Persons (FEB 2009) (22 U.S.C. 7104(g)). 

Alternate I (AUG 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(x) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, 

or Repair of Certain Equipment--Requirements (Nov 2007) (41 U.S.C. 351, et seq.).

(xi) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services--

Requirements (FEB 2009) (41 U.S.C. 351, et seq.).

(xii) 52.222-54, Employment Eligibility Verification (JAN 2009). 

(xiii) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations. (MAR 2009) (Pub. L. 110-247). Flow 

down required in accordance with paragraph (e) of FAR clause 52.226-6.

(xiv) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (FEB 2006) (46 U.S.C. Appx 

1241(b) and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64.

(2) While not required, the contractor May include in its subcontracts for commercial items a minimal number of 

additional clauses necessary to satisfy its contractual obligations.

(End of clause)

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR 

EXECUTIVE ORDERS--COMMERCIAL ITEMS (JUN 2010) (DEVIATION)

(a) Comptroller General Examination of Record. The Contractor agrees to comply with the provisions of this 

paragraph (a) if the contract was awarded using other than sealed bid, is in excess of the simplified acquisition 

threshold, and does not contain the clause at 52.215-2, Audit and Records-Negotiation.

(1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall 

have access to the right to examine any of the Contractor's directly pertinent records involving transactions related to 

this contract.

(2) The Contractor shall make available at its offices at all reasonable times, the records, materials, and other 

evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any 

shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If 

this contract is completely or partially terminated, the records relating to the work terminated shall be made available 

for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to 

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litigation or the settlement of claims arising under or relating to this contract shall be made available until such 

appeals, litigation, or claims are finally resolved.

(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, 

regardless of form. This does not require the Contractor to create or maintain any record that the Contractor does not 

maintain in the ordinary course of business or pursuant to a provision of law.

(b)(1) Notwithstanding the requirements of any other clause in this contract, the Contractor is not required to flow 

down any FAR clause, other than those in this paragraph (b)(i) in a subcontract for commercial items. Unless 

otherwise indicated below, the extent of the flow down shall be as required by the clause- 

 

(i) 52.203-13, Contractor Code of Business Ethics and Conduct (APR 2010) (Pub. L. 110-252, Title VI, Chapter 1 

(41 U.S.C. 251 note).

(ii) 52.219-8, Utilization of Small Business Concerns (May 2004) (15 U.S.C. 637(d)(2) and (3)), in all subcontracts 

that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) 

exceeds $550,000 ($1,000,000 for construction of any public facility), the subcontractor must include 52.219-8 in 

lower tier subcontracts that offer subcontracting opportunities.

(iii) Reserved.

(iv) 52.222-26, Equal Opportunity (MAR 2007) (E.O. 11246).

(v) 52.222-35, Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible 

Veterans (SEP 2006) (38 U.S.C. 4212).

(vi) 52.222-36, Affirmative Action for Workers with Disabilities (JUN 1998) (29 U.S.C. 793).

(vii) Reserved. 

(viii) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.).

(ix) 52.222-50, Combating Trafficking in Persons (FEB 2009) (22 U.S.C. 7104(g)). 

Alternate I (AUG 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(x) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, 

or Repair of Certain Equipment--Requirements (Nov 2007) (41 U.S.C. 351, et seq.).

(xi) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services--

Requirements (FEB 2009) (41 U.S.C. 351, et seq.).

(xii) 52.222-54, Employment Eligibility Verification (JAN 2009). 

(xiii) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations. (MAR 2009) (Pub. L. 110-247). Flow 

down required in accordance with paragraph (e) of FAR clause 52.226-6.

(xiv) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (FEB 2006) (46 U.S.C. Appx 

1241(b) and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64.

(2) While not required, the contractor May include in its subcontracts for commercial items a minimal number of 

additional clauses necessary to satisfy its contractual obligations.

(End of clause) 

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52.216-22 INDEFINITE QUANTITY. (OCT 1995)

(a) This is an indefinite-quantity contract for the supplies or services specified, and effective for the period stated, in 

the Schedule. The quantities of supplies and services specified in the Schedule are estimates only and are not 

purchased by this contract.

(b) Delivery or performance shall be made only as authorized by orders issued in accordance with the Ordering 

clause. The Contractor shall furnish to the Government, when and if ordered, the supplies or services specified in 

the Schedule up to and including the quantity designated in the Schedule as the "maximum". The Government shall 

order at least the quantity of supplies or services designated in the Schedule as the "minimum".

(c) Except for any limitations on quantities in the Order Limitations clause or in the Schedule, there is no limit on the 

number of orders that may be issued. The Government may issue orders requiring delivery to multiple destinations 

or performance at multiple locations.

(d) Any order issued during the effective period of this contract and not completed within that period shall be 

completed by the Contractor within the time specified in the order. The contract shall govern the Contractor's and 

Government's rights and obligations with respect to that order to the same extent as if the order were completed 

during the contract's effective period; provided, that the Contractor shall not be required to make any deliveries 

under this contract after 18 SEPTEMBER 2013. 

(End of clause)

52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the 

contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary 

of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder 

shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor 

within 30 days of the expiration of the current period of performance.

(End of clause)

52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 30 days; 

provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days 

before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 24 

months.

(End of clause)

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52.219-27 NOTICE OF TOTAL SERVICE-DISABLED VETERAN-OWNED SMALL BUSINESS SET-ASIDE 

(MAY 2004)

(a) Definition. Service-disabled veteran-owned small business concern--

(1) Means a small business concern--

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any 

publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled 

veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans 

or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver 

of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is serviceconnected, as defined in 38 U.S.C. 101(16).

(b) General. (1) Offers are solicited only from service-disabled veteran-owned small business concerns. Offers 

received from concerns that are not service-disabled veteran-owned small business concerns shall not be considered.

(2) Any award resulting from this solicitation will be made to a service-disabled veteran-owned small business 

concern.

(c) Agreement. A service-disabled veteran-owned small business concern agrees that in the performance of the 

contract, in the case of a contract for--

(1) Services (except construction), at least 50 percent of the cost of personnel for contract performance will be spent 

for employees of the concern or employees of other service-disabled veteran-owned small business concerns;

(2) Supplies (other than acquisition from a nonmanufacturer of the supplies), at least 50 percent of the cost of 

manufacturing, excluding the cost of materials, will be performed by the concern or other service-disabled veteranowned small business concerns;

(3) General construction, at least 15 percent of the cost of the contract performance incurred for personnel will be 

spent on the concern's employees or the employees of other service-disabled veteran-owned small business concerns; 

or

(4) Construction by special trade contractors, at least 25 percent of the cost of the contract performance incurred for 

personnel will be spent on the concern's employees or the employees of other service-disabled veteran-owned small 

business concerns.

(d) A joint venture may be considered a service-disabled veteran owned small business concern if--

(1) At least one member of the joint venture is a service-disabled veteran-owned small business concern, and makes 

the following representations: That it is a service-disabled veteran-owned small business concern, and that it is a 

small business concern under the North American Industry Classification Systems (NAICS) code assigned to the 

procurement;

(2) Each other concern is small under the size standard corresponding to the NAICS code assigned to the 

procurement; and

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(3) The joint venture meets the requirements of paragraph 7 of the explanation of Affiliates in 19.101 of the Federal 

Acquisition Regulation.

(4) The joint venture meets the requirements of 13 CFR 125.15(b)

(e) Any service-disabled veteran-owned small business concern (nonmanufacturer) must meet the requirements in 

19.102(f) of the Federal Acquisition Regulation to receive a benefit under this program.

(End of Clause)

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998) 

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in 

full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may 

be accessed electronically at this/these address(es):

http://farsite hill.af mil/ 

(End of clause)

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252.212-7001 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR 

EXECUTIVE ORDERS APPLICABLE TO DEFENSE ACQUISITIONS OF COMMERCIAL ITEMS (JUN 2010)

(a) The Contractor agrees to comply with the following Federal Acquisition Regulation (FAR) clause which, if 

checked, is included in this contract by reference to implement a provision of law applicable to acquisitions of 

commercial items or components.

_X_ 52.203-3, Gratuities (APR 1984) (10 U.S.C. 2207). 

(b) The Contractor agrees to comply with any clause that is checked on the following list of Defense FAR 

Supplement clauses which, if checked, is included in this contract by reference to implement provisions of law or 

Executive orders applicable to acquisitions of commercial items or components.

(1) _X_252.203-7000, Requirements Relating to Compensation of Former DoD Officials (JAN 2009) (Section 847 

of Pub. L. 110-181). 

(2) ___ 252.205-7000, Provision of Information to Cooperative Agreement Holders (DEC 1991) (10 U.S.C. 

2416). 

(3) ___ 252.219-7003, Small Business Subcontracting Plan (DoD Contracts) (APR 2007) (15 U.S.C. 637). 

(4) ___ 252.219-7004, Small Business Subcontracting Plan (Test Program) (AUG 2008) (15 U.S.C. 637 note). 

(5) ___ 252.225-7001, Buy American Act and Balance of Payments Program (JAN 2009) (41 U.S.C. 10a-10d, E.O. 

10582). 

(6) ____ 252.225-7008, Restriction on Acquisition of Specialty Metals (JUL 2009) (10 U.S.C. 2533b). 

(7) ____ 252.225-7009, Restriction on Acquisition of Certain Articles Containing Specialty Metals (JUL 2009) (10 

U.S.C. 2533b). 

(8) ____ 252.225-7012, Preference for Certain Domestic Commodities (JUN 2010) (10 U.S.C. 2533a). 

(9) ____ 252.225-7015, Restriction on Acquisition of Hand or Measuring Tools (JUN 2005) (10 U.S.C. 

2533a). 

(10) ____ 252.225-7016, Restriction on Acquisition of Ball and Roller Bearings (MAR 2006) (Section 8065 of 

Public Law 107-117 and the same restriction in subsequent DoD appropriations acts). 

(11) )(i) ___ 252.225-7021, Trade Agreements (NOV 2009) (19 U.S.C. 2501-2518 and 19 U.S.C. 3301 note). 

(ii) ___ Alternate I (SEP 2008) 

(12) ____ 252.225-7027, Restriction on Contingent Fees for Foreign Military Sales (APR 2003) (22 U.S.C. 

2779). 

(13) _X_ 252.225-7028, Exclusionary Policies and Practices of Foreign Governments (APR 2003) (22 U.S.C. 

2755). 

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(14)(i) ____ 252.225-7036, Buy American Act--Free Trade Agreements--Balance of Payments Program (JUL 

2009) (41 U.S.C. 10a-10d and 19 U.S.C. 3301 note). 

(ii) ___ Alternate I (JUL 2009) of 252.225-7036. 

(15) ____ 252.225-7038, Restriction on Acquisition of Air Circuit Breakers (JUN 2005) (10 U.S.C. 

2534(a)(3)). 

(16) ____ 252.226-7001, Utilization of Indian Organizations, Indian-Owned Economic Enterprises, and Native 

Hawaiian Small Business Concerns (SEP 2004) (Section 8021 of Public Law 107-248 and similar sections in 

subsequent DoD appropriations acts). 

(17) ____ 252.227-7015, Technical Data--Commercial Items (NOV 1995) (10 U.S.C. 2320). 

(18) ____ 252.227-7037, Validation of Restrictive Markings on Technical Data (SEP 1999) (10 U.S.C. 2321). 

(19) _X_ 252.232-7003, Electronic Submission of Payment Requests and Receiving Reports (MAR 2008) (10 

U.S.C. 2227). 

(20) ____ 252.237-7019, Training for Contractor Personnel Interacting with Detainees (SEP 2006) (Section 1092 

of Public Law 108-375). 

(21) ____ 252.243-7002, Requests for Equitable Adjustment (MAR 1998) (10 U.S.C. 2410). 

(22)____ 252.247-7003, Pass-Through of Motor Carrier Fuel Surcharge Adjustment to the Cost Bearer (JUL 2009) 

(Section 884 of Public Law 110-417). 

(23)(i) ____ 252.247-7023, Transportation of Supplies by Sea (MAY 2002) (10 U.S.C. 2631). 

(ii) ____ Alternate I (MAR 2000) of 252.247-7023. 

(iii) ____ Alternate II (MAR 2000) of 252.247-7023. 

(iv) ____ Alternate III (MAY 2002) of 252.247-7023. 

(24) ____ 252.247-7024, Notification of Transportation of Supplies by Sea (MAR 2000) (10 U.S.C. 2631). 

(c) In addition to the clauses listed in paragraph (e) of the Contract Terms and Conditions Required to Implement 

Statutes or Executive Orders--Commercial Items clause of this contract (FAR 52.212-5), the Contractor shall include 

the terms of the following clauses, if applicable, in subcontracts for commercial items or commercial components, 

awarded at any tier under this contract:

(1) 252.237-7019, Training for Contractor Personnel Interacting with Detainees (SEP 2006) (Section 1092 of Public 

Law 108-375).

(2) 252.247-7003, Pass-Through of Motor Carrier Fuel Surcharge Adjustment to the Cost Bearer (JUL 2009) 

(Section 884 of Public Law 110-417).

(3) 252.247-7023, Transportation of Supplies by Sea (MAY 2002) (10 U.S.C. 2631).

(4) 252.247-7024, Notification of Transportation of Supplies by Sea (MAR 2000) (10 U.S.C. 2631).

(End of clause)

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PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT (PWS) FOR

ANG UNIT PSYCHOLOGICAL HEALTHCARE SUBJECT MATTER EXPERTS

SECTION I:

A. INTRODUCTION

Air National Guard 

Enduring Priorities: 

Federal and State: “Secure the Homefront and Defend the Nation, Develop Adaptable Airmen 

and Transform from a platform-based to a capabilities-based force”

1.1 Period of Performance: Two Year Ordering Period. 

B. BACKGROUND and PURPOSE OF CONTRACT 

 

The Air National Guard (ANG), an active duty component of the Air National Guard 

Bureau (ANGB) and the U.S Department of Defense (DoD) has the urgent need to 

provide mental health support services per provision 10 U.S.C., Chapter 55; Section

723, National Defense Authorization Act for FY 2007, Pub. L. 109-163 and the Report of 

the DoD Task Force on Mental Health (TFMH), June 2007 specifically behavioral health 

and support services for Air National Guard (ANG) members as part of pre-deployment

resiliency training and post deployment reintegration to civilian life. 10 U.S.C., Chapter 

55 establishes Federal responsibility for Prevention, Mitigation, and Treatment of Blast 

Injuries (Pub. L. 109-163 (1) (D), Access to Health Care Services for Beneficiaries 

Eligible for TRICARE and the Department of Veterans Affairs Health Care (Pub. L. 107-

314, (A), (C) Health Care Management Demonstration Program (Pub. L. 106-398, (a), 

(b, 1-2), to run mental health related programs as directed by DoD, State JTFHQ, Air 

Force or NGB that may include but not limited to intervention and rehabilitation 

programs for returning troops who have developed post traumatic stress disorder 

(PTSD), experienced traumatic brain injuries (TBI), and/or other behavioral health 

problems associated with an individual’s inability to reintegrate into civilian life. Some 

states and local communities currently lack access, coordination and/or professional 

intervention services of mental health providers and related support systems. The Air

National Guard (ANG) faces unique challenges to provide mental health support to its 

members. ANG wings are community based and are seldom within the catchment area 

of a military treatment facility; and have varying degrees of capabilities between 

communities and states. Since the ANG does not provide medical treatment, all care is 

received externally through AD MTF/TRICARE (if eligible), the Veterans Health 

Administration (VA) and health insurance provided through a Guard member’s or civilian 

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spouse’s civilian employer. Additionally, psychological health is not a core competency 

of the ANG; resulting in an inconsistency between a state’s ability to design and 

implement a psychological health program.

This contract also addresses the recommendations: 5.4.1.6, 5.4.1.10, 5.4.1.11, 5.4.1.12, 

5.4.1.14 of the DoD Plan to Achieve the Vision of the DoD Task Force on Mental Health, 

September 2007 Report to Congress; “to place a Director of Psychological Health at 

each of the 54 Joint Force Headquarters (JFHQ)”, for Army and Air National Guard 

service, under direction of the state Adjutant General (TAG) who may appoint a Joint 

Director for oversight. In addition, the Air National Guard has been tasked to also fill 

Psychological Health Subject Matter Expert (PHSME) positions at each of the 89 Air 

National Guard Wings. 

To fulfill this mission, the Contractor, in partnership with ANG, will identify behavioral 

health provider networks of locally based mental health clinicians/counselors who will 

offer mental health counseling and associated support services for ANG members and 

their families. In addition, the Contractor will place a Psychological Healthcare subject 

Matter Expert in each of the 89 ANG Wings who will coordinate and manage mental 

health counseling and resource services and/or oversee qualified providers and other 

mental health resources within his/her respective state. The designated Wing Project 

Officer in coordination with the ANG Contracting Officer Technical Representative

(COTR) will provide technical oversight to ensure delivery of professionally sound, 

standardized and cost-effective services.

The purpose of this contract is to obtain a contractor who will identify and provide ANG 

Wing Psychological Healthcare Subject Matter Experts (WPHSME) who will coordinate 

counseling and/or oversee mental health services to ANG members and their families 

located throughout the United States including the Pacific Islands, Puerto Rico and the 

Virgin Islands, wherever Air National Guard members and their families are located. All 

ANG psychological health support services will complement one another and provide 

ANG members with valuable assistance in their management of behavioral health 

issues to include: mild readjustment issues to varying degrees of traumatic brain injuries 

and/or post traumatic stress disorder (PTSD) sustained through deployment. An 

additional goal is to decrease the stigma associated with seeking “mental health” 

services as well as improve access to qualified mental health providers at the critical 

point, when an ANG member (or family member) recognizes the need for mental health 

intervention.

C. TRANSITION ACTIVITIES

a. Phase In

In order to ensure continuity of services, ANG will require the Contractor to provide a 

seamless implementation. During this period, existing state behavioral health 

resources may/may not be established or may be at various implementation levels. 

The contractor will familiarize all applicable staff to ensure successful operations to 

achieve measurable outcomes. The Contractor’s transition plan will incorporate and 

provide for adequate coverage to maintain uninterrupted, comprehensive behavioral 

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health services to ANG members, and will be effectively and efficiently administered 

and completed within a reasonable time frame.

The Contractor shall, immediately upon award of the contract, contact the ANG Air 

Surgeon Directorate Project Officer to plan implementation of the contract. The 

contractor’s phase-in plan must provide for full operation of the program in 

coordination with the Wing Psychological Healthcare Subject Matter Expert (PHSME) 

in the 54 (states and territories) and the 89 ANG Wing Medical Group delegated 

representatives to begin working as proposed and work begins as planned to achieve 

full operation. 

The contractor shall provide each Wing with two fully qualified candidates as outlined 

in the qualifications section of this PWS and position description (PD). The Wing will 

assign a designated representative to perform the interview process and recommend 

a candidate to fulfill the WPHSME position to the contractor. The contractor in turn 

will notify Wing Project Officer and the ANG COTR when a PHSME is hired for that 

Wing and the projected employment start date. 

Each 89 ANG Wing representative/s working with their State PHSME, and the 

Contractor shall indoctrinate and brief new PHSMEs in the culture, mission and 

organizational structure of the Air National Guard. The ANG Medical Groups will also 

be responsible to indoctrinate Wing PHSMEs on DoD, AF and NGB Behavioral Health 

policies and programs. 

Offerors are requested to describe, as part of the phase in plan, specific objectives, 

including time frames necessary to achieve a smooth, flawless implementation to 

deliver services, to include using DoD, AF and NGB Mental Health data systems in 

utilization and specific case management activities should it be awarded this 

component of the contract. 

b. Transition Plan

The transition plan will include methods, policies and protocols that outline in detail 

how the personnel will be identified and services will be implemented. Some of the 

policies, procedures, and other requirements may be addressed or incorporated in 

various contract deliverables of this contract.

a. A basic outline which details goals and measurable objectives including 

timeframes how the Contractor will assume sole responsibility for service delivery 

from award to complete implementation.

b. Identification of: including roles, responsibilities and lines of communication; 

internally and with DoD, AF, NGB, State JFHQ, State PHSME, Wing Leadership, 

Veterans Health Administration and TRICARE or any other civilian organization 

providing mental health services for ANG members.

c. Methods to orient new staff to the DoD, AF, NGB, State and expected mental 

health requirements and clinical training on the specifics of TBI and PTSD. The 

Government may provide clinical oriented TBI and PTSD training specific to the 

guard member exposed to traumatic events relating to their duties. 

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d. Timelines and plan for hiring new Wing Psychological Healthcare Subject Matter 

Expert (WPHSME) and identified state affiliate counselor resources/networks 

where needed.

e. Plan to transfer any applicable current cases, records and other direct service 

responsibilities to new state Psychological Healthcare subject Matter Expert for 

administrative oversight if requested.

c. Contract Phase-Out Services

At the end of this contract, if deemed necessary by the Government (ANG

COTR), the Contractor shall provide similar transition planning and cooperation to 

the successor Contractor (refer to Federal Acquisition Regulation (FAR) Clause 

52.237-3 Continuity of Services).

D. SCOPE

Services will be provided for ANG members and their families, as related to the mental 

health needs of the ANG member. Services are to be provided for ANG members 

regardless of their physical geographic location within a U.S. State or Territory. 

Currently, services are provided through a variety of Federal and State programs with 

varying success. The Government reserves the right to add services under this contract 

for state and local governments and any other entities in the future, consistent with any 

authorities delegated to ANG to directly augment state and/or local governments and/or 

to assist other federal organizations to achieve their associated missions. 

When requested by the ANG COTR, the Contractor shall develop a packet requesting 

Office of Management and Budget (OMB) clearance and approval for Client Satisfaction 

Surveys. The ANG COTR will forward this packet to OMB for clearance per Government 

requirement.

ANG will require a service tracking and management system that is a comprehensive 

report that includes analysis by the state, and an aggregate of all services by state and 

case records. The Contractor may be required to provide an electronic data feed of 

information for input to another Federal agency’s MIS or medical management case 

data system.

Offerors are requested to describe, as part of their proposal, what information and 

capabilities they will provide to support the ANG to promote the awareness and 

utilization of this service and decrease any mental health stigma future for returning 

ANG members.

SECTION II:

A. TECHNICAL REQUIREMENTS AND DELIVERABLES

Psychological Health Services (PHS) will be a comprehensive service designed to 

assist in all efforts to resolve a continuum of mental health concerns from mild 

adjustment disorders; including associated personal problems related to traumatic 

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brain injury (TBI) and post traumatic stress disorder (PTSD) that adversely impacts 

reintegration to civilian life to assistance to family members caring for Guard 

members with severe TBI or PTSD. The goal of the psychological health service is 

to address such problems in the quickest, least restrictive, most convenient, and 

least costly manner while strictly respecting ANG member’s confidentiality. 

Psychological health services will be offered to any of the approximately 107,000 

ANG members and their family members. These services are tailored and delivered 

according to the mental health needs of each individual through various 

combinations of mental health resource identification, communication of applicable 

benefits and other counseling services within a state/territory and the military system 

framework. Initial contact will have a greater emphasis on assessment, referral, and 

resource identification; for example, connecting the ANG member with a confirmed 

appointment or other mental health resource. Services that address longer term or 

more complex problems will also require personal assistance and resource 

identification within the given military or civilian structure for “follow through” to the 

appropriate heath care provider(s) or institution. 

This contract is not an exclusive contract to provide all psychological health services 

for the ANG, e.g., to meet the needs of service member’s psychological health 

concerns. Other Federal or State agencies and/or contracts may participate in an 

individual’s reintegration needs. The ANG expects collaboration among all 

contractors working for the DoD, State and local communities.

a. Optional Services: 

Optional Services are designed to be delivered on a stand-alone basis as a 

complement to other services received by states/territories to help fill gaps in 

services, and to provide a more complete solution to meeting behavioral health 

needs of individual ANG members and their families. These services may involve 

any service that requires special emphasis to meet an individual’s needs unique to a 

particular state. 

These services include: 

a. Stand-alone Drug Free Workplace Services including Substance Abuse 

Professional Services. 

b. Stand-alone Behavioral Health Education and Training Services including 

various techniques, media, and other means of communication.

c. Stand-alone Targeted Assessment, Screening and Referral Services, e.g., for 

alcohol, depression, hospitalization or other adjustment concerns.

d. Stand-alone Preventive and Intervention Services based on results of a variety 

of assessments, e.g., surveys of health and productivity within a specific group 

or state. At ANG’s discretion, the vendor will conduct assessments including, but 

not limited to, surveys.

 e. Stand-alone Behavioral Health Return to Work Services. 

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f. Other stand-alone health related services as needed per ANG request.

f. Web based or Tele-health services

g. Suicide and Violence Prevention Programs

h. Resiliency Programs

b. Integration of Services 

The Government is seeking a Contractor(s) to provide psychological health services, 

through the provision of the ANG COTR and Wing Project Officer in collaboration 

with the State Directors of Psychological Health, and/or Optional Services.

Section II, paragraph C, provides information regarding the technical aspects of the 

Psychological Health Services and other optional Services. 

All NGB Contractors shall work together to collaborate on providing a seamless 

operation. The Government shall provide point of contact information to the awarded 

Contractor to all other contracted partners to ensure comprehensive communication.

The Contractor is required to ensure that services are designed to work 

collaboratively to fully support any other contract award to meet the overall needs of 

eligible service members in their respective states, consistent with applicable laws 

and regulations concerning privacy and confidentiality. 

Contractors are required to support each other when requested by NGB. For 

example, the PDHRA program (See Definitions), or other deployment related 

programsThe ANG contractor personnel are to maintain awareness of service 

members who are eligible to participate in other contracted as well as Federal 

benefit programs. The ANG contractor will screen service members for other needs 

and refer them to the most appropriate resources for the needed service, with 

consideration given to all eligible benefits. The ANG contractor will offer to transfer 

or connect the service member to an AD MTF,VA hospital, Vet Center, TRICARE 

provider or other appropriate resource when that is in the best interest of the 

individual. 

If an ineligible individual requests services from the Contractor, the Contractor will 

endeavor to promptly connect the employee with the organization responsible for 

delivering the requested service. If unable to meet emergent needs by doing so, the 

Contractor is to deliver services (within scope) needed to meet emergent needs and 

notify the Wing Project Officer and ANG COTR. Similarly, if the Contractor is unable 

to determine eligibility for service, the Contractor will meet emergent needs and 

notify the ANG COTR and Wing Project Officer.

The Contractor must have an efficiently accessible DoD, VA and private insurance 

plan benefits information system that enables the contractor to quickly identify the 

member’s benefits and the services available to the ANG member.

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B. PSYCHOLOGICAL HEALTH SERVICES (PHS)

In performance of this contract, the Contractor, independently and not as an agent of 

the Government, shall provide all necessary personnel, management, and supervision 

to support comprehensive PHS services. The Contractor shall provide the services in 

accordance with Section 5.

The goals of the service include:

 

 To provide high quality services that are ANG member specific; friendly and 

comprehensive, while typically increasing state/territory utilization rates to promote Air 

National Guard member readiness.

 To assist ANG program managers and supervisors to improve ANG member and 

their families psychological health well-being by managing professional services and/or 

overseeing an individual’s mental health needs.

 To provide consultation and support to help address organizational and individual 

health care situations which may have a detrimental effect on ANG member’s 

psychological health.

 To offer consultative guidance and advice to Wing ANG senior leadership on DoD, 

AF, NGB and state specific mental health needs based on Guard member 

demographics and mental health status.

 To provide Air National Guard oriented mental health training throughout the full 

spectrum of their employment in the Air National Guard.

A. POLICY CONCEPTS

ANG will act as the lead in a consortium of states and territories that seek a variety of 

services for their ANG members and their families.

The policy concepts which these services operate are as follow:

1. The Air National Guard, as an employer, recognizes TBI, PTSD, mental and 

emotional disorders, alcoholism and/or other drug abuse as treatable conditions. 

The ANG members suffering from these conditions should receive the same 

assistance that is presently extended to employees having any other illness.

2. The Wing PHSME will work with Commanders, managers and supervisors to 

design and promote services that will address individual’s mental health issues 

and prevent potential issues from developing. Services also will be provided for 

individual ANG members to improve civilian work performance by assisting in the 

resolution of personal problems, and enhancing their ability to balance and 

manage both their work and other life responsibilities.

3. Psychological Health Services (PHS) will interface with other ANG joint programs 

so as to result in an integrated, seamless support program for all ANG members.

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4. Except for the limitations for sensitive positions (as provided by Section 201(c)(2) 

of PL 91-616 and Section 413 (c)(2) of PL 922-255 and according to Executive 

Order 12564), no member's job security or promotional opportunity will be 

jeopardized as a result of a request for either PHS counseling/problem solving or 

outside assistance in connection with the treatment of emotional problems, 

alcohol and/or other drug abuse. 

5. Professional ethics and the principles of confidentiality stated in the Privacy Act 

will be adhered to at all times, with the exception of the limited confidentiality 

extended to any ANG member who has divulged information that requires a 

mental health provider to report that concern; per applicable State and Federal 

laws, guidelines and regulations. In all such cases, the results may be disclosed 

without ANG member consent to the ANG COTR, State and or Wing leadership, 

and/or the Guard member's Commander. 

All medical and counseling/problem solving records, as well as any information 

obtained by contact with, or employee visits to the PHS, will be kept in a

confidential manner in accordance with the mental health system of records and 

Section 122 and 303 of PL 93-282, the Privacy Act of 1974 and 42 CFR, Part 2 

“Confidentiality of Alcohol and Drug Abuse Patient Records." Because the 

regulations prohibit implicit and negative disclosure about persons with alcohol 

and/or other drug abuse problems, including whether or not a given person has 

utilized the PHS, the confidentiality of all ANG members shall be maintained.

6. The PHS services will provide confidential consultation, assessment, problem 

solving and/or outside referral and follow-up services for ANG members and 

their family members, as well as Commanders who seek help for themselves 

and/or the ANG members for whom they supervise.

7. Any member who decides to coordinate a visit to the PHS with permission of a 

Commander may, based on the policy of the Air National Guard, be considered 

on official duty (however may be in a non-pay status) while at the PHS for 

assessment and/or short-term counseling/problem solving. When PHS visits are 

coordinated with and approved by the Commander, sick or annual leave may or 

may not be charged to the ANG member. Full time ANG members who selfrefer to the PHS without a supervisor's knowledge may use sick or annual leave 

to utilize the assessment, counseling, and/or in- or outpatient treatment of the 

PHS. 

B. POST AWARD CONFERENCE

The Contractor's, and other appropriate corporate personnel shall meet with the 

Contracting Officer, ANG COTR, and other ANG staff for a post award conference 

within ten (10) days of the award of the contract to thoroughly review the requirements 

of the contract document, contract administration procedures and invoicing 

requirements. Within thirty (30) days of the award of the contract, ANG shall visit the 

Contractor's corporate office and meet with them to discuss and present the 

organizational structure and pertinent information about the personnel management 

policies and procedures of customer organizations. The contracting officer, ANG 

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COTR, and other relevant managers should participate in the meeting at the 

Contractor’s corporate office, if requested.

C. MANAGEMENT INFORMATION SYSTEM ()

The privacy and confidentiality of all ANG member identifying data managed as part of 

this contract must be handled as specified in Section 5.10 System of Records and 

Management Information System in the solicitation.

D. DEFINITIONS

These definitions shall apply when used in the provision of service delivery and 

throughout this contract.

1. Activation: Order to active duty (other than to training).

2. Active Duty: Full time duty in the active service of a Uniformed Service including active 

duty training (full time training duty and full time attendance at a school designated as a 

military service school, e.g. United States Military Academy).

3. Affiliate: An individual or group of professional mental health practitioners who, through 

a contractual relationship with the prime Contractor, provide counseling services to ANG 

members and/or their family members. All Affiliates shall meet the requirements of 

qualified counselor as defined herein.

4. Wounded Warrior Program: Formally known as the Disabled Soldier Support program 

(DS3), this program provides support and coordination of care to all members of the 

Armed Services and their families through all phases of recovery and rehabilitation from 

injury.

5. Wing Suicide Prevention Program – This Air Force wide initiative encompasses 

efforts to provide quality education, enhanced prevention and improved event tracking 

regarding the suicide prevention program endorsed by the Air Force. Efforts will be 

made at the Wing level to tailor psychosocial and prevention programs appropriate for 

the particular climate and needs of each unit.

Automated Neuropsychological Assessment Metric (ANAM) – Automated 

Neuropsychological Assessment Metrics. The ANAM is a 20-25 minute 

neuropsychological assessment designed to detect gross abnormalities in 

cognitive functioning. The testing is currently mandated as a baseline screening 

for Airmen who will be deploying under Title 10 status in areas where they will be 

receiving hazardous duty pay. The ultimate goal of ANAM is to have a predeployment (aka, baseline) measure should an Airman show evidence of 

experiencing a head injury during deployment. This baseline measure could 

later be used as a comparison for future, follow-up ANAM assessments.

6. Alcohol Abuse: A maladaptive pattern of alcohol use leading to clinically significant 

impairment or distress as manifested by one or more of the following: failure to fulfill 

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major role obligations at work, school or home; legal problems resulting from the use; 

recurrent use in situations in which it is physically hazardous; and/or continuous use 

despite having persistent or recurrent social or interpersonal problems caused or 

exacerbated by the effects of the alcohol.

7. Assessment and Referral: Professional counseling including an assessment, various 

educational and motivational activities, and referral to an appropriate community 

resource. 

8. Front Line Supervisor’s Course - This 1⁄2 day course provides in-depth training for 

supervisors to enhance their ability to recognize and effectively intervene with personnel 

suffering from emotional distress secondary to a variety of life problems, and builds 

upon skills first learned during annual suicide prevention training and various 

professional military education activities.

9. Beneficiary: Individual eligible to receive medical care provided by military medical 

facilities and the TRICARE network and can include active duty personnel, active duty 

dependents, military retirees and their dependents, and survivors of deceased service 

members.

10. Case Management: An activity aimed at assessing the member's progress and needs 

to help ensure that appropriate services are provided. This may include, but is not 

limited to, contacts with the member, service provider(s), significant others and ANG 

representatives as appropriate. 

11. Case Record: The electronic and any hard copy record of case activity. 

12. Casualty Assistance Officer: Specially trained officer and enlisted personnel who are 

charged with personally notifying family members of the death of an active duty service 

member. They provide initial guidance and support in assisting families in dealing with 

the loss of a military member.

13. Chain of Command: the succession of commanding officers from a superior to a 

subordinate through which command is exercised. 

14. Client/ ANG member/ service member: An individual, eligible under applicable ANG 

policies, who receives services through this contract.

15. Conflict-of-Interest Assignment/Referral: Assignment or referral of any member(s) to 

an affiliate counselor or resource in which the referring Counselor and/or the Contractor 

has a financial interest or any other interest. 

16. Continuous Quality Improvement (CQI): The analysis of processes to reduce 

unnecessary variation and improve the quality of the products and services delivered 

and the use of methodologies to develop new products, services, or processes which 

offer benefits to ANG members. This process includes the analysis of evaluations from 

trainings and orientations, customer satisfaction surveys, and record reviews, as well as 

staffing patterns, Substance Abuse Professional coverage, Information System data, 

etc.

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17. Continuous Quality Improvement Reports: Statistical and narrative reports that 

summarize the findings of the Contractor's Continuous Quality Improvement process.

18. Contractor: A company that has entered into a contractual relationship with ANG to 

provide services according to the terms described herein.

19. Counseling/Problem Solving: Professional counseling/ problem solving provided by 

Affiliates sub-contracted by the Contractor or within the TRICARE, VA Healthcare 

system or other accepted resources. Counseling/problem solving is solution-focused, 

supportive, motivational, educational and/or informative.

20. Critical Incident: A situation that is perceived to threaten life and/or cause serious 

physical and/or emotional injury or distress to a person or group. The contractor shall 

provide a critical incident report verbally to ANG within 24 hours of being notified of each 

critical incident.

21. Critical Incident Stress Debriefing (CISD): A formal, intervention model, voluntary 

group meeting between a trained or Affiliate Counselor and group exposed to the same 

stressful event/incident following an event/incident.

22. Critical Incident Stress Management (CISM): Constellation of services or activities 

that may be used by an organization to respond to and manage a critical incident. 

Services and activities include, but are not limited to, "inoculations," defusings, 

debriefings, outreach to the workforce, psycho-educational activities related to trauma, 

anniversary responses, consultation, etc.

23. Coordinating Authority: A commander or individual assigned responsibility for 

coordinating specific functions or activities involving forces of two or more military 

department forces in the same Service. The Commander or individual has the authority 

to compel agreement. Coordinating authority is more applicable to planning than 

operations.

24. Dependent/Immediate Family: A service member’s spouse, children who are 

unmarried and under 21 years of age or who, regardless of age, are physically or 

mentally incapable of self support; dependent parents; including step and legally 

adoptive parents of the service member’s spouse; and dependent brothers and sisters 

including step and legally adoptive brothers and sisters.

25. Direct care: Health care for active duty and other classes of beneficiaries provided 

inside the military treatment facilities (MTF) system; e.g. care received at the National 

Naval medical Center, Walter Reed Army Medical Center, health care provided to forces 

deployed to combatant sites and other locations overseas.

26. Directors of Psychological Health: Individuals at the state level responsible for state 

program oversight; program information, answering and screening phone calls, 

providing information, and connecting callers and other requests for mental health 

services to the appropriate resource if needed.

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27. Drug Abuse: Use of psychoactive substances that are consumed in amounts 

hazardous to individual health or safety of the community, are prohibited by the laws of 

the state or if otherwise legal are taken on one's own initiative rather than on the basis 

of qualified professional advice.

28. Drugs: Includes illegal, legal and/or over-the-counter drugs other than alcohol, caffeine 

or tobacco. Illegal drugs refer to those prohibited for use or possession by law or 

statute. It does not include the use of a controlled substance pursuant to a valid 

prescription or for other uses authorized by law. Legal drugs include both prescription 

and non-prescription medication.

29. Emergency: Any situation requiring immediate attention and/or intervention where there 

is danger to life and/or property. 

30. Employees in Sensitive Positions: 

Employees in positions designated as Special Sensitive, Critical Sensitive or NonCritical Sensitive under Chapter 731 of the Federal Personnel Manual or employees 

in positions designated as sensitive in accordance with Executive Order No. 10450, 

as amended;

Employees granted access to classified information or who may be granted access 

to classified information pursuant to a determination of trustworthiness under 

Section 4 of Executive Order No. 12564;

Individuals serving under presidential appointments;

Law enforcement officers as defined in 5 U.S.C. 8331 (20) and 8401 (17); or

Other positions that involve law enforcement, public health or safety, national 

security, the protection of life and property or other functions requiring a high degree 

of trust and confidence.

Family members: Relatives of service members regardless of home address, or 

significant other living in the employee's household. This group can include but is 

not limited to Service member parents, step-parents, grandparents, siblings, aunts, 

uncles, nieces, nephews cousins etc.

31. Family Support Centers (FSC): FSCs are designed to offer family members of soldiers 

with a range of information including but not limited to provision of services provided by 

the installations, community resources, and other necessary information unique to 

service members’ families. 

32. Health care provider: A broad term encompassing licensed clinical professionals (e.g. 

physicians, psychologists, advanced practice nurses, licensed clinical social workers.

33. Individual Medical Readiness (IMR): A means to assess an individual service 

member’s readiness level against established metrics to determine medical deployability 

in support of contingency operations.

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34. Installation: A grouping of facilities located in the same vicinity, which support particular 

functions. Installations may be elements of a base.

35. Intake: The process of a member requesting services and contact with a PHSME. The 

intake process also includes the completion of appropriate forms that result in either the 

opening of a new case file or re-opening of an existing one. 

36. Professional staff employed by the Contractor and assigned to work on the ANG who 

are designated by the Government as functioning in positions that are significant to 

achievement of contract objectives.

37. Medical Evaluation Board (MEB): Physical and/or mental health problems that are 

expected to render a service member unable to fully perform his/her duties exceeding 

90 days require a MED. A limited duty board is a type of MEB that places a member in a 

less than full duty status for 6 months. If a service member has a condition that is 

incompatible with military duty or that results in disqualification from world-wide 

deployment for more than 12 months, he/she will be referred to a Physical Evaluation 

Board (PEB).

38. Medical Holdover: Demobilized Reserve Component soldiers with medical conditions 

and/or injuries sustained in the line of duty that render them non-deployable but 

volunteer to remain on active duty as they are treated medically.

39. Medical Regulating: The actions and coordination necessary to arrange for the 

movement of patients through the levels of care. The process matches patients with a 

medical treatment facility that has the necessary health service support capabilities and 

available bed space.

40. Military One Source: A toll-free, 24/7 clearinghouse service that provides information 

and resources to active duty personnel and their beneficiaries.

41. Monitoring of Member Progress: The PHSME’s role in following a member's progress 

throughout the intervention or referral process. Such contact occurs on a periodic basis 

and with the member's authorization, and includes, but is not limited to, contacts with the 

member, the member’s commander (if involved and appropriate), and resource(s) to 

which the member is referred, etc.

42. Offeror: Any organization that submits a proposal in response to this RFP.

43. Post Deployment Health Assessment (PDHA): A mandatory procedure for each 

service member redeploying from combatant operations. It is composed of two parts. 

Each returning service member must fill out a form DD 2796; entitled PDHA. In addition 

to the completion of the form, the Service member must also have a face-to-face 

interview with a trained health care provider. This is to be completed within five days 

before or after redeployment. If this is not possible, the member’s commander should 

ensure that it is completed, processed and filed in the permanent medical record within 

thirty days of the member’s return.

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44. Post Deployment Health Re-Assessment (PDHRA): A mandatory program designed 

to identify and address health concerns with a specific emphasis on mental health 

issues that may have emerged over time since deployment and re-deployment. The 

PDRHA form (DD2900) which is also web based can be filled out on-line, provides a 

second health assessment for the three to six month period after re-deployment. These 

forms must be reviewed by a health care provider and any follow up with the service 

member must be undertaken.

45. Pre-deployment Health Assessment: A required form (DD 2795) that allows military 

personnel to record information about their general health and share concerns they may 

have prior to deployment. It also assists health care providers identify issues and 

provide medical care before, during and after deployments. It is mandatory for all 

deploying military personnel to fill out the form. It is to be completed and validated within 

30 days prior to deployment. This is not to be confused with the periodic Health 

Assessment. 

46. Post Traumatic Stress Disorder (PTSD): An anxiety disorder that can occur following 

the experience or witnessing of a traumatic event. A traumatic event is a life threatening 

event such as military combat, natural disasters, terrorist incidents, serious accidents or 

sexual assault in adult or childhood. Most survivors of trauma return to normal given a 

little time. However, some people will have stress reactions that do not go away on their 

own or may even get worse over time. These individuals may develop PTSD.

47. ANG COTR: The Contracting Officer’s Technical Representative. An individual(s) 

appointed by the Contracting Officer and the COR to manage and monitor this contract 

from a technical standpoint. For purposes of this contract, the ANG COTR is identified 

as a member of the NGB/SG Directorate. In the absence of the ANG COTR, the COTR 

shall assign a designee to represent or act on their behalf. 

48. Purchased care: Health services provided through a TRICARE contract that utilizes 

civilian resources.

49. Qualified Staff: See Section 5.3 (1) of this document for requirements.

50. Redeployment: The withdrawal and redistribution of forces; to transfer to another place 

or job.

51. Referral: 

Self-Referral - voluntary and confidential use of the PHS by an employee or family 

member.

Formal or Informal Referral - referral to the PHS by a supervisor, commander or 

other management official of any member who has deteriorating job performance, 

time management, attendance and/or conduct problems either in writing (formal) or 

verbally (informal).

Other Referral - referral to the PHS of an employee by a union official, health unit, 

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family member or through any means other than self- or a supervisory referral.

52. Release of Information Form: A document signed by a ANG member that permits the 

health care provider to disclose specified information to identified 

supervisors/Commanders, treatment facilities, family members, etc. Except where 

disclosure without consent is allowed or required by law, the member's written consent 

shall be obtained prior to the release of information to any individual, institution and/or 

organization. This applies to all releases without regard to the type of problem the 

individual is experiencing.

53. Resource: An agency, organization, business, service, individual/practitioner and/or 

other system to which/whom the assessing health care provider or the PHSME may 

refer an employee or family member.

54. Resiliency – DoD, AF or ANG program.....

55. State Air National Guard: Every U.S. state and territory, for both Air and Army Air 

National Guard, is a component of the psychological health program and may have 

slight nuances in the application to provide mental health services to its members. 

56. Statement of Understanding: A document that describes the services available for 

mental health or resource assistance and its applicable confidentiality. It is given to the 

service member at the beginning of the first counseling session and includes a consent 

form that must be signed prior to the member receiving counseling services.

57. Substance Abuse Prevention and Treatment: programs designed to address the 

substance use, misuse, abuse and dependency needs of service members. Each 

service has oversight over their substance abuse prevention and treatment programs. 

58. Substance Abuse Professional (SAP): Licensed physician (Medical Doctor or Doctor 

of Osteopathy), or licensed or certified psychologist, social worker, employee assistance 

professional or addiction counselor (certified by the National Association of Alcoholism 

and Drug Abuse Counselors Certification Commission) with knowledge of, and clinical 

experience in the diagnosis and treatment of alcohol and controlled substances-related 

disorders. 

59. Supervisor or Management Consultation: Discussion between any and service 

member’s supervisor/management official to assess organizational needs; discuss 

potential and actual referrals; consult or confer regarding a client as appropriate during 

the course of counseling/problem solving monitoring, and/or follow-up; and/or managing 

a critical incident. 

60. Testing Designated Position (TDP): Any employment position that has been 

designated for random alcohol and/or other drug testing by Government mandate or 

management decision.

61. Third Party Payments: Payments made by a health insurance company that typically 

covers either part or all of the cost of medical and/or behavioral health treatment.

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62. Tour-of-Duty: Employee work shift.

63. Traumatic Brain Injury: A blow or jolt to the head or a penetrating head injury. The 

injury may be caused by falls, motor vehicle accidents, assaults and/or other incidents. 

Blast and concussive events are a leading cause of TBI for active duty military 

personnel involved in war zones. TBI can temporarily or permanently impair a person’s 

cognitive skills, interfere with emotional well-being and diminish physical abilities. 

Persons with TBI also remain at high risk for the development of delayed symptoms.

64. TRICARE: DoD’s health care plan for active duty, active duty beneficiaries, retirees and 

their beneficiaries.

65. Veterans Health Information Systems and Technology Architecture (VistA): The 

Veteran’s Health Administration electronic medical information/record system.

66. Utilization: Utilization is tracked through counting numbers of persons or events. 

When utilization rates are provided they are calculated by annualizing these numbers 

and dividing by the total number in the category tracked, e.g., cases opened divided by 

the total covered ANG member population. 

Utilization tracking for PHSME activity includes, but is not limited to, the following: 

Consultations with ANG members/family members regarding any presented issue for 

which a case has not yet been opened. This may include provision of information, 

education, assessment, and or referrals.

Cases opened: The number of cases opened (with an assigned case number) with 

service members needing assistance for a defined problem.

Problem Resolution Rate: The percentage of cases closed in which the problem or 

issue assessed by the mental health provider was resolved.

Training/education/seminar Participants: The number of employees in attendance at 

trainings, seminars, workshops, and orientations.

Critical incident responses and numbers of individuals provided group or individual 

interventions.

Consultations with ANG management or supervisors/Commanders regarding an 

individual or work unit.

67. Verified Positive Test Result: Any test result that has been screened positive by a 

FDA-approved immunoassay test, confirmed by a Gas Chromatography/Mass 

Spectrometry assay (or other confirmatory tests approved by HHS), and evaluated and 

corroborated by an authorized reviewing official.

68. Warm Transfer: A direct telephone transfer, through use of telephone conferencing, of a 

caller to an affiliate counselor from a PHSME without disconnecting the caller. The 

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individual transferring the call shall speak with the mental health counselor to indicate that 

he/she has a caller on the line who is interested in services. 

69. Wing Project Officer – Supervises and manages the day-to-day activities of the Wing 

PHSME as outlined in this PWS. Performs quality surveillance and reports any 

deficiencies in the contract services provided to the ANG COTR and the COR.

70. AF Suicide Prevention Program - This Air Force wide initiative encompasses efforts to 

provide quality education, enhanced prevention and improved event tracking regarding 

the suicide prevention program endorsed by the Air Force. Efforts will be made at the 

Wing level to tailor psychosocial and prevention programs appropriate for the particular 

climate and needs of each unit.

71. DoDSER -The Department of Defense Suicide Event Report (DoDSER) is an omnibus 

instrument designed to glean as much demographic, service related, psychosocial and 

antecedent information that can be consistently gathered from service members who 

have either attempted or completed suicide.

C. TECHNICAL SPECIFICATIONS/TASKS TO BE PERFORMED

The PHS Services to be delivered under this contract are ANG member based

behavioral health services designed to help maintain and improve ANG member 

productivity and to help members address the full range of personal and mental health 

problems. Services are to be part of a comprehensive overall effort through the DoD, 

AFand NGB Behavioral Health programs. 

As part of their proposals, offerors are requested to consider the services to be 

delivered and to describe the offeror’s recent experience both at the corporate and the 

state level in: working with customer organizations to understand and meet their needs; 

demonstrating value relative to psychological health core competencies; demonstrating 

outcomes from the services delivered; and in demonstrating overall Return On 

Investment (ROI) for the Air National Guard.

Offerors also are requested to describe as part of their proposal how the offeror, if 

awarded this contract, at both the corporate and state level, would work with ANG, the 

states and territories, to accomplish the functions listed in the above paragraph.

 

Services are to be performed in accordance with the highest professional standards and 

the following requirements:

a. Professionally Staffed ANG Wing Psychological Healthcare Subject Matter 

Expert (WPHSME)

The WPHSMEs shall oversee and coordinate mental health access through the 

state offices (and territories) for on and off-site assessment, problem solving, 

educational and motivational activities, referral, monitoring, behavioral health 

consultation, and follow-up psychological health services; 24 hours a day, 7 days

a week, 365 days a year at secure, smoke-free locations accessible to the 

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physically challenged. *Each ANG Wing that accepts a WPHSME will need to 

provide an office/administrative space and Government Furnished 

Equipment (GFE) for these individuals. The WPHSME will act as a team 

member with other ANG program personnel in support of all ANG members and 

their families; recognizing there are nuances and differences regarding NGB 

component policies and protocols as well as the mental health needs of the 

individual airman or soldier. 

The WPHSMEs shall fully and promptly comply with all requests by the ANG 

COTR and the Wing Project Officer to secure all requested levels of security 

clearance for personnel working under this contract. Complete applications for 

security clearances are to be submitted within one week after approval to work at 

the ANG unit. The contractor will promptly provide other information when 

requested by the ANG COTR or Wing Project Officer to determine the 

information is needed to resolve issues, e.g., service complaints, appearance of 

background discrepancies, etc.

(1) WPHSMEs and Affiliate Counselor/Network Coverage 

ANG will set access levels and on-site placement based on ANG 

member geographic dispersion, ANG direction, program 

utilization, affiliate counselor accessibility, and other relevant 

factors to ensure cost-effective placement of WPHSMEs while 

maintaining program quality and access. ANG and the Contractor 

shall work together to track WPHSME capacity and assignment 

utilization. The Contractor shall consider clinical need and 

referrals among other pertinent factors and recommend 

adjustment of service levels and WPHSME placement.

(a) In limited circumstances it may be in the best interest of 

the Government for ANG or various states/territories to 

directly employ or contract for a WPHSME, e.g., for certain 

security reasons. In this event, at the request of the ANG 

COTR, the Contractor shall provide access to the 

WPHSME for use of the , MIS case management system 

and/or other resources available to WPHSMEs provided 

by the Contractor, as well as clinical consultation on 

difficult case situations.

(b) WPHSMEs shall be responsible for ensuring appropriate 

on-and off-site office coverage. When a WPHSME will be 

away for more than two (2) weekdays due to vacation, 

leave-of-absence, or illness/or unexcused absence, 

appropriate options shall be examined, including, but not 

limited to, back-up on-site coverage. The coverage plan 

developed shall provide the most cost and service efficient 

alternative that provides for continuity of care, timely 

management of existing and incoming work load, service 

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quality and customer satisfaction. A back up coverage for 

any absence is required.

(c) Within thirty (30) days of the award of the contract, the 

Contractor shall submit via electronic mail to the ANG 

COTR for approval, written protocols and procedures to 

ensure that all full-time, or back up WPHSMEs have 

supervision and appropriate psychiatric telephonic 

consultation available at all times. 

(d) Psychiatric telephonic consultations shall be available 

when needed, including after-hours availability for 

urgent/emergency situations.

 b. Hours of Operation

(1) Regular Business Hours

WPHSME availability will be required on each business day for 

those Wings that have regular hours, and most likely will include 

some evenings and weekends, as necessary in order to best 

serve individual ANG members.

Within thirty (30) days after the award of the contract, the 

Contractor shall submit via electronic mail to the ANG COTR for 

approval, written protocols and procedures to ensure that all are 

actively engaged in duties and/or accessible by telephone/e-mail 

during regular business hours and after hours. 

It shall be the responsibility of the Contractor to be familiar with 

the Federal calendar as well as with those days set aside as 

officially approved holidays. On-site WPHSMEs working within 

the terms of the contract shall observe the same holidays as the 

Air National Guard. When Federal organizations are granted 

additional leave including administrative leave as a result of 

inclement weather, potentially hazardous conditions, parades 

and/or other functions or special circumstances, the Contractor 

may be required to retain staff on duty at assigned locations to 

maintain an acceptable level of service for those ANG members 

who are required to work.

 (2) Emergencies and After-hours Coverage

Within thirty (30) days after the award of the contract, the 

Contractor shall submit via electronic mail to the ANG COTR and 

Wing Project Officer for approval, written protocols and 

procedures explicitly defining the process by which WPHSMEs or 

affiliate counselors shall respond to after-hours or emergency 

calls. This plan shall include provisions for both initial phone 

contact and on-site response when clinically necessary and if 

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practicable. The plan shall address the protocols applicable 

during regular business hours as well as those in emergency 

situations that occur when WPHSMEs or affiliate counselors are 

not in their offices (evenings, nights, weekends and holidays). 

Key personnel or their back-ups are expected to be available by 

e-mail or telephone 24 hours a day, seven days a week.

(3) Attendance

When the Wing PHSME is on leave during regular business 

hours, the Contractor shall notify the Wing Project Officer as to 

who will be the backup. When possible, this notification shall be 

provided two (2) days prior to the beginning of the WPHSME’s 

leave. 

 

 c. Office Locations

The Contractor shall be responsible for providing continuous on-site 

coverage at locations approved by the ANG COTR. The number of office 

locations is estimated, as state/territory locations may vary, increase or 

decrease per work force requirement. In most instances, the offices shall 

be located at ANG Wings as approved by the Wing Commander, 

however, the Contractor may be required to locate and secure separate 

office space.

 

The Contractor shall establish formal agreements with local qualified 

mental health counselors (emergency affiliate network) so that eligible 

ANG members and their families may receive counseling/problem solving 

or other assistance when urgently needed. 

d. Wing PHSME Access 

 a. Telephone Access

The WPHSME shall be accessible, regardless of where callers are 

located in their respective state/territory. 

(1) The WPHSME and/or qualified emergency affiliate counselor must be 

available at all times to immediately and directly interact with the 

caller, e.g., when a direct clinical response is required by the ANG 

member, when an emergency clinical counselor’s involvement is 

needed, or when the caller requests to speak to a counselor. 

Minimal use of recorded messages is allowable and only with the specific 

prior approval of the Wing Project Officer.

(2) WPHSMEs who have call-forwarding capability shall forward their telephones 

to back-up personnel or blackberry anytime they anticipate being out of the 

office, including after regular business hours. WPHSMEs shall be 

responsible for testing the forwarding system to ensure that calls are properly 

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forwarded to the correct terminating location each time they use their callforwarding feature. 

(3) When applicable, WPHSMEs shall record an ANG-approved message on 

his/her voice mail or answering machine. This message shall clearly refer 

callers to the appropriate forwarding number, and repeat the number to help 

ensure it is understood.

(4) Systems and procedures required to ensure reliability and effectiveness of 

offeror’s communication methods must provide for timely and accurate 

communication of information and messages among appropriate ANG 

personnel, referral counselors, and callers in all circumstances. This applies 

whether or not WPHSMEs are in their offices at the time of the call. 

(5) Within thirty (30) days of the award of the contract, the Contractor shall 

submit via electronic mail to the ANG COTR for approval, written protocols 

and procedures explicitly defining telephone/e-mail access procedures and 

system back-up procedures. The Contractor shall integrate the protocols 

and procedures into the Standard Operating and the Clinical Policies and 

Procedures Manual and into WPHSME orientation and training. The 

Contractor shall address and ensure that: 

(a) The phone calls are answered quickly, efficiently, and in a courteous 

manner. 

(b) In non-emergency cases, messages left for WPHSMEs shall be 

responded to no later than the next work day.

(c) Emergency calls shall be responded to immediately. The

Contractor shall be responsible for assuring that a qualified response is 

available twenty-four (24) hours a day, 7 days a week, 365 days a year to 

speak with any ANG member or covered family member who calls the 

Wing PHSME for services. 

If deemed an emergency by the WPHSME, person-to-person 

emergency/crisis counseling will be provided, as necessary, and callers 

will be referred to hospital emergency rooms and other facilities, as 

quickly as possible. When a referral is made to a hospital emergency 

room or other facility, the WPHSME working with the member shall 

facilitate the referral. The WPHSME will then act as a case manager 

providing linkage, monitoring, follow-up and participation in continuing 

care planning, as appropriate, with the consent of the member. 

(d) TTY access shall be available for hearing-impaired members 

and family members 24 hours a day, 7 days a week, 365 days a 

year and shall be equivalent to telephone access available to all

hearing employees and family members as described above. If 

requested, the WPHSMEs will be trained in TTY equipment operation 

and may be the sole recipients of and respondents to TTY calls. 

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(e) Counseling by telephone may be provided by any qualified referred 

counselor if it is desired by the member and does not compromise the 

WPHSME or referred counselor's judgment. Within thirty (30) days of 

contract award, the Contractor shall provide a written protocol to the 

ANG COTR for approval concerning telephone counseling. The 

protocol shall be integrated into the Standard Operating and Clinical 

Policies and Procedures Manual and WPHSME orientation and 

training activities. ANG reserves the right to establish and provide 

Guidelines for Telephone Counseling to be used by the Contractor.

(f) Web-based counseling is being reviewed by the ANG at this time and 

may be requested for implementation on a pilot project basis; in 

conjunction with the Chaplain Service. (See Optional Services).

(g) A call tracking system will be used for real-time tracking and program 

management.

(h) Monthly reports are provided to the Project Officer or designee, on 

case activity and performance against standards of timeliness for 

handling calls, making appropriate referrals, case disposition, and ANG 

member satisfaction. Offerors are to describe the reports and timeframe 

for submitting these reports as part of their proposal.

(6) Within five (5) days of the award of the contract, the Contractor shall submit 

via electronic mail to the ANG COTR for approval, a written voice mail/answering 

machine message that shall be used by each WPHSME. The text of the 

standard message shall inform callers that they have reached the WPHSME and 

advise them that they may either leave a message or call an alternative number 

to receive immediate assistance. This standard message shall be recorded by 

each WPHSME on his/her voice mail or answering machine within two (2) 

working days after approval of the message by the Wing Project Officer.

e. Referral to the WPHSME

The Contractor shall encourage maximum access to the WPHSME by creating 

policies and procedures that ensure the following referral avenues:

(1) Self-referrals in which an eligible ANG member voluntarily contacts the 

WPHSME regarding personal problems or concerns. The WPHSME shall 

interview the member, and where appropriate and with the member’s 

knowledge and written consent, manage information that will enable a health 

care provider/referred counselor to complete a thorough bio-psycho-social 

assessment of the client's presenting problem(s), which may/may not be 

related to TBI or PTSD. 

When utilizing clinical counselors (through the emergency affiliate network), 

in urgent or emergency referrals, an initial diagnostic assessment shall be 

completed within one (1) or two (2) interview sessions and shall include 

screening for alcohol, drug, and other addictive disorders, risk of violence, 

work issues, mental health related issues, financial, legal, medical and other 

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problems. Assessment will also include gathering pertinent information 

concerning the presenting problem(s), demographics, family background, 

current living situation, and baseline information on key health/work 

indicators. 

(2) Supervisory/Commander ordered referrals occur when a supervisor or 

Commander refers a member who is demonstrating job performance 

problems, time, attendance and/or other conduct problems. The PHSME

and/or affiliate counselor shall meet with the member to both assess the 

supervisor's concerns, evaluate the member's perception of the problem(s) 

presented by the supervisor/commander and any other problems that the 

member may identify.

The PHSME and/or affiliate counselor shall be bound by the laws of 

confidentiality and shall discuss no specific clinical information with the 

referring supervisor or Commander unless the ANG member has signed a 

release of information form authorizing the release of specific information. 

Referred counselors are prohibited from communicating directly with the 

supervisor/Commander or other ANG personnel. Referred counselors are to 

promptly communicate significant information to the PHSME managing the 

case. In most cases, without a signed consent, the PHSME may only verify 

that the member sought assistance while on duty time. Applicable state laws 

and regulations apply for exceptions.

(3) Other referrals in which a member is referred to the PHSME through any 

means other than self or supervisory referral, the PHSME shall interview the 

member, and where appropriate and with the ANG member's knowledge and 

written consent, his/her family members and/or supervisor/Commander will 

obtain information that will enable the PHSME to refer to a mental health 

counselor or other appropriate health care system provider to complete a 

thorough bio-psycho-social assessment or treatment for the ANG member's 

problem(s). 

(4) Referrals due to an ANG member's confirmed positive alcohol and/or other 

drug test are formal supervisory/commander referrals, whether or not they 

are associated with TBI or PTSD. Qualified Substance Abuse Professionals 

(SAPs) as defined by the Omnibus Transportation Employee Testing Act of 

1991 as amended may be referred cases as part of the supporting affiliate 

network. Each PHSME will orient and ensure orientation of the affiliate 

counselor to the ANG and relevant DoD, Drug and Alcohol program(s) 

specific handling; policies, procedures and programs associated with alcohol 

or other controlled substance misuse or abuse.

 

f. Psychological Health Services Access

The Contractor shall be responsible for implementing protocols and procedures 

to assure that PHSMEs are available to meet with ANG members and/or their 

family members at a mutually agreeable time. The PHSME shall ensure that 

initial appointments are made and conducted in a timely manner. Options for 

appointments shall be offered at a variety of times and days. If the initial 

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assessment appointment is not scheduled to occur within five (5) business days 

of the initial request for service, the case file shall include documentation 

regarding the reason the appointment was scheduled at a later date. 

Emergency situations shall be responded to immediately, using the most 

appropriate resources available. Urgent situations shall be responded to within 

twenty-four (24) hours of contact. 

Appointments, with the appropriate health care providers, shall be offered at 

times and locations convenient and accessible to the ANG members and/or their 

family member(s). Crisis counseling will be available by telephone 24 hours per 

day, 365 days per year. Appointments shall be made consistent with member's 

needs, regardless of the PHSME's regularly scheduled hours. PHSMEs will 

create state (and local) clinical counselor networks for referrals and other local 

resources to assist Guard members and their families with assistance on all 

sequelae associated with PTSD and/or TBI. 

The Contractor shall provide necessary coverage through the efficient 

assignment of qualified staff. Resources will be utilized to ensure that 

employees are seen within a reasonable distance and commute time from the 

member's home or worksite when services are to be delivered. The ANG COTR, 

in partnership with the Wing Project Officer, intends to review PHSME

productivity and placement to refine level(s) of effort and PHSME placement on 

an annual basis.

Quarterly, fifteen (15) days after the period being reported, the Contractor 

shall submit via electronic mail to the ANG COTR or designee, a PHSME and 

counselor referrals utilization report. This report shall document the percent 

of cases seen by PHSMEs and other mental health counselors and the 

average number of sessions per case. 

(1) Whenever possible, the PHSME shall defer to the choice(s) of the member 

with respect to language, gender, religious, cultural and/or ethnic 

preferences.

(2) Telephone counseling is acceptable when expressly requested by the ANG 

member and where clinically appropriate.

(3) Upon request by the ANG COTR or designee, the Contractor shall be 

required to provide mental health counseling utilizing various means of 

remote counseling in addition to telephone counseling, e.g., web based 

and/or video teleconferencing, via potential pilot program partnership with 

the ANG Chaplain Service. (see Optional Services).

g. Confidentiality

Information may be released in accordance with the laws, regulations and 

circumstances as discussed below. When information is released, the 

Contractor is required to include a prohibition on secondary release of the 

information by the person to whom the Contractor releases information.

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(1) Laws and Regulations

The Contractor shall ensure that all policies and procedures of the PHSME

services are in compliance with both Federal and State laws and regulations, 

and assure the confidentiality of member contact with the PHSME. Any and 

all counseling/problem solving records, as well as any information obtained 

from ANG member visits to, or contacts with, the PHSME shall be kept in a 

confidential manner in accordance with the Privacy Act of 1974 and 42 

CFR, Part 2 "Confidentiality of Alcohol and Drug Abuse Patient 

Records", HIPAA. The confidentiality of all ANG member users shall be 

maintained. Under the provisions of the Privacy Act or the Alcohol and Drug 

Abuse Patient Records regulations, information may not be disclosed to any 

person or organization without the written consent of the ANG member or 

court order requiring disclosure. 

Disclosure of pertinent ANG member information is permitted under the 

following circumstances:

(a) When the member gives prior written consent to disclose information. 

This consent of release is specific indicating the nature and scope of topics 

to be released, to whom information is to be released, the purpose of the 

disclosure, and the date on which the consent terminates.

(b) If the member poses a danger to self or others, or threatens to commit a 

serious crime that would cause substantial property damage.

(c) If there is a suspicion of child, spouse, or elder abuse or 

neglect (according to Department of Defense, or state 

regulations).

(d) Where it is legally permissible or required to warn the target(s) 

of a credible threat of violence or a future criminal act made by a 

member, or to warn the legal authorities of such threat. 

(e) If the disclosure of information is allowed by a valid court 

order. 

(f) If the disclosure is made to medical personnel in a medical 

emergency. 

(g) To qualified personnel for research, audit, or program 

evaluation. 

(h) When a direct supervisor requires confirmation that the 

member has made or kept PHSME appointments during regular 

duty hours or sick leave, when the ANG member has sought 

official duty time for appointment. 

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(i) For the purpose of defending an individual ANG member in 

litigation per DoD/ANG regulations and instruction from the 

Project Officer. 

(j) To a licensed health care provider with respect to positive to 

drug tests or clinical issues; in compliance with applicable Federal 

and state laws and regulations.

(k) When Air National Guard requires that information be 

released due to their mission on a “need to know” basis, e.g., 

national security. These requirements are identified in the 

Statement of Understanding, specific to the Air National Guard 

and are required to be signed by ANG members before they are 

accepted as “clients” per the PHSME and other mental health 

counselor services under this program.

All other releases of information require ANG COTRapproval. 

The Contractor is responsible for ensuring that the person to 

whom confidential information is released to is notified of the 

prohibition on secondary disclosure of this information to another. 

The Contractor shall ensure notification documentation in the 

ANG member record.

(2) Duty to Warn

The Contractor shall notify the Wing Project Officer or designee when the 

duty-to-warn is invoked.

 (3) Positive Drug Tests

In cases involving positive alcohol and/or other drug test results, the 

designated health care provider shall disclose those results, with or without 

employee consent, to the PHSME. The PHSME will follow assigned 

state/territory DoD and ANG policies and protocols.

g. Recruitment, Employment, Orientation and Retention of Staff 

 a. Recruitment

The Contractor shall be responsible for the ongoing recruitment of a dedicated, 

full-time professional staff that is reflective of the cultural, age, and gender 

diversity of ANG population to the extent reasonably possible. ANG members 

and their family members may speak many different languages as their primary 

language. To facilitate communication with callers and ANG members, 

recruitment strategies should be applied to attract health care providers who are 

fluent in a variety of languages.

 

Additionally, consideration is to be given to recruiting staff that are familiar with 

state/territory geography, sensitive to cultural aspects of Air National Guard, and 

military environment, and have consultative and presentation skills, and have a 

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personal commitment to 24 X 7 X 365 availability if assigned to positions where 

such availability is required. 

Unless waived by the ANG COTR in specific situations, minimum staff 

qualifications are:

(1) Qualified PHSMEs shall hold a Masters and/or Doctorate degree from an 

accredited college or university recognized by the corresponding

professional association(s) in a clinical or administrative mental health field. 

In addition, they:

(a) Shall have a current state license or state certification to practice as a 

mental health practitioner (e.g., social worker, clinical psychologist, marriage 

and family counselor, and professional counselor) in the state(s) where 

practice takes place at the independent level. If such licensure/certification 

is not available in that state, the individual shall hold appropriate certification 

from a recognized national certification organization or board. 

Any referred counselor/mental health care provider assigned to perform 

services related to ANG members in other states, e.g., telephonic 

counseling, assessment and counseling, counseling and referral; and shortterm temporary case-management must be licensed or certified in the state 

where he/she is physically located and have adequate knowledge of the 

state laws governing mental health issues and clinical practice for the 

population they are serving. Clinical supervision and consultation must be 

available (24 hours a day) and used to ensure adequate knowledge of state 

laws is appropriately integrated into the delivery of services.

(b) Shall be able to practice at the independent level without requiring 

state mandated clinical supervision. In rare cases, requests for waiver of this 

requirement will be approved at the discretion of the Project Officer.

(c) Shall have demonstrated capability to complete accurate bio- psychosocial assessments including substance abuse assessments and participate 

in Government sponsored TBI and PTSD training.

(d) Shall have or be covered by professional liability insurance 

coverage of at least $1,000,000 per occurrence; $3,000,000 aggregate.

 (e) The Contractor shall ensure that affiliate counselors/mental health care 

providers performing phone counseling have specialized experience and 

training in phone counseling.

(f) Shall have a minimum of three years of clinical or mental health care 

administration experience after receiving the graduate degree that qualifies 

the PHSME, affiliate counselor or mental health care provider for services 

described in this contract.

 

(2) Any other related staff must have the educational qualifications, experience, 

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and personal characteristics needed for effective performance of the specific 

duties assigned.

b. Employment

The Contractor shall, upon ANG COTR or designee request, submit copies of 

each final PHSME candidate’s resume, license/certification, and proof of 

malpractice insurance, as well as a summary of the findings of a background 

check in accordance with company policy. 

The Contractor shall conduct a face-to-face interview with all prospective 

PHSME personnel positions for each Wing. ANG Wing Medical Group 

representative/s in cooperation with the Wing Project Officer will participate in 

the interviews on individual PHSME selection. These representatives also 

reserves the right to reject any PHSME candidate for due cause.

The Contractor shall complete a thorough qualification, reference, and 

background check on each of the prospective PHSME. This process shall 

include, but not be limited to:

(1) Reference check and confirmation of all prior employment as an adult, 

including job title, dates of employment, and any periods of extended 

absence while employed. The Contractor must account for all time periods in 

the candidate’s entire adult life. For the last 15 years of employment, include 

details about specific responsibilities, functions, and quality of work 

performed;

(2) Determination about the history of any malpractice suits in the past;

(3) Confirmation that the candidate is a member in good standing of the 

professional organization most appropriate for his/her credentials, and

(4) Prime source verification of each final candidate's current licensure, 

certification, or registration by the appropriate state's professional licensing 

authority.

(5) Prime source verification of each final candidate’s qualifying degree.

The background check shall include documentation and verification of the 

candidate's entire adult career and shall account for all time during the 

candidate's adult life. The Contractor shall make reasonable efforts to 

ascertain whether a potential Counselor has a criminal record and advise 

ANG of this fact. Because of the responsibilities of the PHSME, prior 

criminal convictions may be relevant in deciding whether to hire persons who 

apply for or PHSME positions. The Contractor shall evaluate hiring such 

applicants based on: (1) the applicant's qualifications; (2) the nature and the 

gravity of the offense or offenses; (3) the time that has passed since the 

conviction and/or completion of the sentence; and (4) the nature of the 

sensitive duties required of the position to be filled. 

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The Contractor shall conduct drug tests for all prospective PHSME

candidates . The Contractor shall also comply with Federal Acquisition 

Regulations (FAR) 52.223-6 Drug-Free Workplace requirements. 

The Contractor shall fully and promptly comply with all requests by the ANG 

COTR to secure all requested levels of security clearance for staff working 

under this contract. Complete applications for any security clearance are to 

be submitted within one week of request by the Wing Project Officer. The 

Government shall advise/sponsor the Contractor for obtaining required Top 

Secret (TS)/ SCI security clearances for individuals, if requested. It is the 

responsibility of the Contractor, both administratively and financially to obtain 

a TS facility clearance via Government sponsorship. Contractor shall ensure 

that each candidate is fully qualified to receive network and CAC 

access/privileges. If Wing Project Officer determines that a candidate is not 

qualified to receive network/CAC access, the Contractor will provide another 

suitable candidate.

c. Initial Orientation

Within ten (10) working days after any of the or PHSME has been hired and 

prior to any referred counselor providing services to ANG beneficiaries, the ANG 

Wing Leadership, shall provide a thorough orientation about the ANG 

Psychological Health Services program as well as the ANG unit’s mission, 

culture and organizational structure, i.e. ANG 101 briefing. This orientation shall 

include, but not be limited to, a review of all policies and procedures necessary 

for the PHSME and a referred counselor to perform under the terms of this 

contract. Evidence of the successful completion of a structured orientation 

protocol resulting in adequate knowledge to perform assigned duties shall be 

retained in each PHSME’s personnel file or referred counselor’s contract file and 

available for the ANG to review upon request. The affiliate counselor/mental 

health care provider orientation may be accomplished by telephone, on-line or 

written communication.

d. Ongoing Orientation and Training

Contractor shall provide resources (i.e. travel and per diem) for PHSMEs to 

attend a mandatory week-long ANG orientation course sponsored by NGB/SG 

and an annual refresher/sustainment training at NGB/SG Readiness Frontiers 

event or similar training. Location and site to be determined based on the most 

economical venue. 

 

 The Contractor shall maintain ongoing orientation and training to ensure that 

personnel working under this contract have the information and skills needed to 

effectively perform their duties. This includes, but is not limited to, information on

the culture of ANG and the relationship to service provision, use of the standard 

management information system, diagnostic assessment techniques, and 

consultative and presentation skills.

 e. Retention

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The Contractor shall make every effort to retain PHSMEs. This shall include, but 

not be limited to:

 (1) Competitive salary scales and health benefits;

 (2) Opportunities for promotion;

(3) Opportunities for professional growth including the provision of Continuing 

Education programs and/or stipends to attend professional 

meetings/conferences; 

(4) Timely responsiveness to include a plan for an annual internal needs 

assessment to identify areas of staff concerns, strengths and/or weakness; and

(5) Recognition programs.

Offerors are requested to include in their proposal their staff retention rates. 

Retention rates should reflect the percentage of people who were employed or 

became employed in those positions since January 1, 2006 who remain in those 

or related positions within the offeror’s company.

In the event that any of those who have already been employed by the 

Contractor is found to have a past criminal conviction(s) that was not revealed 

during the application process, was not previously reported to ANG or which 

occurred after the PHSME was hired, the Contractor shall promptly advise ANG 

COTR of this fact. Per U.S. Government, U.S. Department of Defense security 

policies and procedures, ANG reserves the right to determine whether such 

individuals should continue to be involved in the ANG Psychological Health 

program. 

h. Functions

Contractor personnel will perform a broad range of functions to assist ANG 

members and their families in addressing and resolving the full range of personal 

and mental health related problems to optimize health, productivity and 

operational readiness. Contractor personnel also will assist the ANG in 

understanding the interface between behavioral health and operational 

efficiency, and the role of the PHSME in helping develop and apply behavioral 

health solutions to functional/operational problems.

PHSMEs function in roles with a greater focus on consultative and case 

management services. Referred counselors/mental health care providers will 

perform counseling functions in gradations ranging from primarily individual 

counseling/problem solving and consultation with the PHSMEs to interventions 

associated with sequelae of TBI, PTSD and other psychological health issues. 

Each Wing Project Officer and other Wing leadership will guide and support all 

personnel working under this contract to achieve these functions. To be 

successful, contractor personnel must understand the complex Government 

(DoD, AF, NGB, State, TRICARE and VA) health care systems and options, the 

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environment of the military system and apply this understanding with sensitivity 

to maintain the PHSME’s neutrality and confidentiality and retain member’s trust 

and confidence and decrease potential stigma of utilizing the Psychological 

Health Services. (See Definitions Section.)

The Contractor shall, within thirty (30) days after award of the contract, submit 

via electronic mail to the ANG COTR for approval, written protocols and 

procedures to assure the following requirements are achieved:

a. PHSMEs: 

Wing PHSME are expected to work exclusively on the ANG Psychological Health 

program; with a minimum of forty (40) hours per week during normal business 

hours at an office approved by the Wing Project Officer or designee. In addition,

it is expected PHSMEs will be required to work some weekends or evenings in 

order to accommodate ANG reintegration activities, return telephone calls 

initiated by the Wing Project Officer or his/her designee within one (1) hour of 

receiving either the call or notification of the call, carry a blackberry/cell phone 

and be available for emergencies.

PHSMEs must have experience working in a complex organizational 

environment, and must understand labor relations, military operations, and the 

military health care system (DoD, AF, NGB, State, TRICARE and VA as it 

pertains to the ANG). Within 30 days of contract award, the Contractor will 

develop a reference resource guide to be used by each PHSME to facilitate 

referrals, identify applicable DoD, AF, NGB, TRICARE and VA benefits for the 

Air National Guard population as well as other state and local resources.

PHSMEs shall oversee the day-to-day clinical policies, procedures, and practice 

of affiliate counselors/mental health care providers, as well as coordinate 

communication between affiliate counselors/mental health care providers and 

appropriate ANG personnel.

PHSMEs shall have the following additional specific responsibilities:

 (1) Administrative and best practice oversight 

Each PHSME assigned on certain occasions and depending on case load may 

have psychological health cases to supervise/manage. PHSMEs shall be 

responsible for assuring the delivery of quality clinical, consultative, and referral 

services, by referred counselors/mental health care providers, and for arranging, 

delivering, maintaining and documenting training and other clinical and 

consultative services as required by the contract.

PHSMEs shall provide each of the referred counselors/mental health care 

providers assigned to ANG cases with at least one (1) hour of telephone 

administrative oversight every other week for case management issues or 

potential clinical concerns. 

In coordination with the ANG PHSME, NGB/SG Office and Wing PHSMEs shall 

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discuss priority cases. Priority cases include all of the following: emergency or 

urgent referrals to an affiliate counselor, reactivated cases; cases involving 

alcohol and/or other drug use; risk, threats or actual acts of violence; child, elder 

or partner abuse/neglect; confirmed TBI and/or PTSD cases, positive alcohol or 

other drug test results; other cases selected by the affiliate counselor/mental 

health care provider based upon need. Every priority case is to be reviewed 

before a third session with the ANG member for quality and effectiveness. 

Administrative oversight shall be sought on each case when the referred 

counselor/mental health care provider assesses a risk of violence is present. 

Such oversight shall be sought immediately if the referred counselor/mental 

health care provider has any concern regarding imminent danger and will occur 

as needed by the referred counselor/mental health care provider, prior to the 

next contact with the ANG member. Where the PHSME determines that 

additional intervention is necessary, he or she will be responsible for conducting 

the appropriate connection and follow-up. 

 

To ensure compliance with DoD health care standards and sound clinical 

practice, PHSMEs shall personally review a minimum of two (2) randomly 

selected case records for each referred affiliate counselor/mental health care 

provider quarterly. When working with new (to the ANG system) referred 

counselors/mental health care provider, those targeted to improve case 

documentation, or whenever it is otherwise deemed appropriate, a larger sample 

of cases shall be reviewed. 

Any referred to counselors/mental health care providers shall document all 

consultation in the case record; for both electronic and hard copy files. PHSMEs 

shall maintain separate documentation of all consultation in a file folder under 

the affiliate counselor/mental health care provider’s name. Case records 

reviewed by the PHSME shall be dated and include a signed PHSME progress 

note indicating that the case record was reviewed. When a case record is 

reviewed from a remote location, an entry of the case review shall be inserted 

into the case record, providing similar documentation and including the PHSME’s 

name in lieu of a signature. 

 (2) Reviewing, Commenting and Follow-up on critical incident responses.

Each PHSME shall review each critical incident response and, when appropriate, 

the PHSME will consult with the Contractor's legal counsel and ANG COTRto 

make suggestions regarding corrective actions to be taken with respect to the 

critical incident. 

 

(3) Training of Referred Counselors/Mental Health Care Providers Regarding 

Referral Procedures

PHSMEs shall assure that all referred counselors/mental health care providers 

are aware of Federal, State, DOD, AF,/VA/TRICARE health benefit plans. 

PHSMEs shall assure that referred counselors/mental health care providers are 

sensitive to possible special needs of ANG members which might include, but 

are not limited to, specialized TBI or PTSD clinical practice, different languages, 

the need for handicapped accessible facilities and/or a request by an ANG 

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member for a referred counselor/mental health care provider of the same age, 

gender or ethnic background.

e. Referred Counselors/Mental Health Care Providers for Urgent or 

Emergency Needs

 

Referred counselors/mental health care providers will conduct face-to-face onsite

(if requested) counseling and consultation. They are to apply best practice core 

technologies in a proactive, responsive, and consultative manner, partnering with 

the PHSME to help achieve the goal of a healthy, productive and operationally 

ready ANG member. The referred counselor/mental health care provider will 

build upon their knowledge of and experience in complex military health care 

systems and are expected to learn the culture and its unique relations including 

operations and administrative procedures. They are expected to develop and 

maintain positive relationships at multiple levels, provide clinical services and/or 

case management for clinical cases within a best practices framework (e.g., with 

a clinical, problem-resolution focus), provide critical incident services, and 

skillfully and collaboratively promote wellness by multiple modalities. The affiliate 

counselors/mental health care providers also are expected to document their 

activities and present that data in a fashion that emphasizes the value of the 

psychological health services program and the benefit for a Guard member or 

his/her family. This includes collecting and presenting information on the 

outcome of intervention and follow-up they provided related to special incidents 

and services, especially those having a member productivity impact. Payment to 

referred counselors/mental health providers will be via the individual ANG 

member’s benefits (VA, TRICARE etc.) or the ANG member’s private health 

insurance program. In emergency situations, some referred or affiliate 

counselors will be compensated by the contractor and billed to the 

Government at the contractor’s negotiated state rate (per contract 

instructions). Note: Any referrals/consult for military members will need to 

be coordinated through the ANG Medical Group and an appropriate Line of 

Duty Action (LOD) has been initiated. 

Offerors are requested, as part of their proposal, to describe recent experience 

of how their personnel, as well as their referred providers, are or will be trained to 

accomplish, or have accomplished the responsibilities outlined in the above 

paragraph. 

Referred counselors/mental health care providers are to be located at remote 

state locations and are available through reliable communication on a 24/7 basis. 

As requested, they will perform crisis intervention, telephonic assessment, face 

to face counseling, follow-up, referrals, treatment and related clinical core 

technology services. An additional significant function is to provide risk 

management and telephonic consultation to PHSMEs and if appropriate, other 

ANG health care personnel.

 f. PHSME Care Manager and Follow-Up Role. 

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This role is expected to be a primary responsibility of the PHSME: The PHSME

consults with the other mental health counselors/mental health care providers to 

assure the clinician is providing excellent clinical care and understands the 

culture of the ANG, discusses counseling plans and expectations and when 

appropriate, performs follow-up for members who have received substance 

abuse treatment or been referred to specialized levels of care. 

Follow up with ANG members and mental health care providers to assure 

successful linkage and member satisfaction, researches community resources to 

determine applicability for ANG members, facilitates for referral processes and 

quality practices.

In addition, within the ANG, there are special populations associated with various 

missions that may need PHSME support and or coordination with other mental 

health resources, both within and outside the Federal system.

i Air National Guard (ANG) Member and Family Psychological Health (PH) 

 Services

PH services will provide a combination of assessment, counseling/problem 

solving, educational and motivational activities, clinical referral, and follow-up 

services for any ANG member whose problem(s) may include, but are not limited 

to TBI and or PTSD sequelae: relationship, family, marital, job stress, chemical 

dependency, substance abuse, health/medical, parenting, grief, sexuality, eating, 

gambling, emotional and/or violence issues. Clinical services shall be made 

available to ANG members in accordance with eligibility policies established by 

the ANG and related military health care organizations.

The Contractor shall be responsible for providing a specified number of 

counseling and problem-solving sessions including assessment, to help 

members and families resolve personal and/or clinical problems. The specified 

number of sessions may vary among ANG members and may change at times 

throughout the life of the contract consistent with the needs of ANG member’s 

mental health care needs. At the discretion of the Wing Project Officer, sessions 

shall be conducted in locations necessary to effectively serve the member, e.g., 

Government provided offices at or near the Guard member’s workplace, 

contractor-provided offices, referred Counselors’ private offices, hospitals, 

private residences and other locations. 

At the discretion of the Wing Project Officer, PHSMEs may be assigned various 

shifts per ANG rotations to provide workplace, on-site services 24 X 7 when 

needed to properly serve the state/territory ANG units and wings. Such 

assignments may be ongoing or temporary depending on need. Additional afterhours services shall be provided when determined by the Wing Project Officer to 

be needed. 

All ANG members are to receive an initial PHSME appointment in a timely 

fashion regardless of where the member is located. For ANG members returning 

from deployments, the PHSME will anticipate needed services consistent with 

expected utilization and possibly “brief” returning members on the details, access 

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and opportunities of the PH service and follow on capabilities. 

Offerors are requested to provide, as part of their proposal, a description of the 

ANG member’s proposed PH services and PHSME locations that will be 

provided as of the first day of service delivery under this contract. Offerors also 

are requested to describe their past experience in providing this type of service. 

Payment to the referred counselors/mental health providers will be via the 

individual’s ANG member’s benefits (VA, TRICARE etc.) or the ANG 

member’s private health insurance program. Note: Any referrals/consult for 

military members will need to be coordinated through the ANG Medical 

Group and an appropriate Line of Duty Action (LOD) has been initiated. 

Referred Counselor/Mental Health Care Provider responsibilities include:

 a. Statement of Understanding

The referred counselor/mental health care provider shall, prior to any ANG 

member or family member receiving services, have the individual sign a 

Statement of Understanding. Referred counselors/mental health care providers 

shall advise the individual that a decision to accept assistance is voluntary and 

that the associated counseling provided by the psychological health services 

program is free-of-charge and payment to any referred counselors/mental health 

providers will be via the ANG member’s benefits (VA, TRICARE etc.) or the ANG 

member’s private health insurance program. Note: Any referrals/consult for 

military members will need to be coordinated through the ANG Medical 

Group and an appropriate Line of Duty Action (LOD) has been initiated. 

Until the Statement of Understanding is signed, the ANG member shall not be 

considered a customer/client. In the event that telephone counseling is provided 

in lieu of face-to-face counseling, the referred counselor/mental health care 

provider shall read, or for deaf or hard of hearing review with the use of the TTY, 

the Statement of Understanding with the customer/client over the phone, 

document that review, and mail the Statement of Understanding to the client for 

signature. The member receiving service must sign the Statement of 

Understanding and mail it back to the referred counselor/mental health care 

provider in order to continue receiving clinical services. 

If a referred member refuses to sign the Statement of Understanding, the 

assessing counselor/mental health care provider shall document the refusal, 

state whether or not the person has read the form and provide the person with a 

referral to an appropriate alternative service. In emergency situations, 

emergency affiliate counselors shall offer clinical services prior to the signing of 

the Statement of Understanding. In such situations, affiliate counselors/mental 

health care providers shall attempt to have the Statement of Understanding 

signed as soon as possible after the crisis has subsided.

b. Initial Assessment

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The Contractor shall make every effort to respond to the needs and sensitivities 

of each customer/client. The PHSME/mental health care provider shall screen, 

identify, evaluate, and assess individual and family problems.

Bio-psycho-social assessments are to be performed and, in all cases, shall 

include specific screening for TBI, PTSD, alcohol and/or other drug abuse as 

well as a history of the use/abuse. PHSMEs, referred counselors/mental health 

care providers shall establish a preliminary intervention plan for each case 

involving any mental health disorder and/or alcohol/other drug abuse. Unless 

prohibited by state law, emergency referred counselors shall document each 

member's assessment in the member's clinical case record using the current 

edition of the ICD or DSM-IV.

Unless the member signs a release of information form authorizing disclosure, 

the referred counselor/mental health care provider may not discuss specific 

details of the member's assessment and/or intervention with anyone other than 

the PHSME. 

PHSMEs shall advise each member that assessment, intervention, 

counseling/problem solving, educational and motivational activities, referral if 

appropriate, and follow-up provided through the psychological health program 

are free-of-charge to the member, but specialized, outside of the military 

health care system or a member’s private insurance coverage will be the 

financial responsibility of the ANG member or per emergency intervention 

via affiliate counselor.

c. Counseling/Problem Solving

Services include varying numbers of sessions that address the full range of 

personal problems spanning mental health issues related to the deployment 

cycle and reintegration: job-related problems, family issues including those 

related to TBI and PTSD, and various other personal problems. 

Counselors/mental health care providers shall be knowledgeable of the services 

and estimated number of sessions before review is warranted. The PHSME shall 

be responsible for case management. 

Referred counselors/mental health care providers shall be knowledgeable about 

Federal and state laws governing privacy, confidentiality, duty-to-warn, child and 

elder abuse reporting requirements. Referred counselors/mental health care 

providers shall, in compliance with the laws governing the specific locale, notify 

any intended victim(s) as well as local law enforcement officials, and PHSME of 

any threat of violence made by any client who presents a clear and present 

danger to self and/or others.

d. Referral to Community Resources 

If during the assessment or counseling/problem solving phase the PHSME or a 

referred emergency or urgent counselor/mental health care provider concludes 

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that a member’s problem(s) necessitates specialized services or longer-term 

care, he/she shall have the client sign a release of information form that enables 

the him/her to discuss the member's case with the appropriate, licensed, 

qualified professional at a referral resource. 

The PHSME and/or referred counselor shall, whenever possible, both ensure 

that any age, gender and/or ethnic preferences of the client are respected and 

provide the client with three (3) different referral sources which meet client 

needs. Counselors shall make every effort to assure that the services are kept 

within the military health care benefits or a member's financial means, and shall 

facilitate the member's contacting and utilizing the community resource of 

choice.

Referred counselors shall in all cases involving substance dependence refer the 

member to a licensed in- or outpatient resource as well as to a self-help group. 

Should a member prematurely leave a treatment program, the member's clinical 

record shall reflect that this has taken place. If the member was referred to the 

PHS as a result of a positive alcohol and/or other drug test, the member's 

supervisor/commander shall be advised of the member's termination of 

treatment.

 

Referred counselors/mental health care provider may not assign or refer any 

member to him or herself or to any affiliate or community resource in which the 

referring counselor and/or the Contractor has a financial or any other interest 

without prior approval of the Wing Project Officer. Any referral that has the 

appearance of reflecting a conflict-of-interest shall be pre-approved by the Wing 

Project Officer in coordination with the Wing Medical Group and shall be 

included in the member’s case record. 

“Self referrals” by an emergency affiliate counselor may be acceptable under 

limited conditions: when self referral is clinically appropriate; when the 

emergency affiliate counselor offers at least two (2) other referrals outside the 

affiliate counselor's practice (or any individual, group, or treatment facility where 

the affiliate counselor has a financial interest) and within the member's insurance 

plan; and when there is documented "clear choice" in the member’s record. All 

three conditions must be met and will be considered, among other factors, by the 

Wing Project Officer before pre-approving self-referrals.

e. Clinical Case Management

The clinical record will contain documentation regarding the assessment, 

intervention plan, ongoing progress, and related case management activities. 

The emergency affiliate counselor/mental health care provider shall assess 

member needs for: direct care, assist in defining and guiding the intervention 

process, work with collateral agents as necessary (e.g., PHSME, 

supervisor/commander, family members, etc.), follow-up with the member and 

collateral agents, and assist the member via PHSME to coordinate with the Guard 

member’s supervisor/commander with duty re-entry.

The Contractor shall develop and apply a protocol for high quality direct services 

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by referred emergency affiliate counselors, and for PHSME case management of 

sensitive or high profile cases, risk of harm cases, formal referrals, and substance 

abuse cases. An initial outline of the protocol is to be submitted as part of the 

offeror’s proposal and the completed protocol is to be submitted to the Wing 

Project Officer within 30 days after contract award. 

Inpatient and outpatient monitoring will include the following:

(1) Conducting personal, telephone, and/or written contacts with the member and

therapeutic agency to monitor progress on a scheduled basis as clinically 

appropriate. 

(2) Urging the member and/or therapeutic agency to develop an 

aftercare/continuing care plan.

(3) When appropriate, being available to provide a back-to-work meeting with the 

member and appropriate management representative(s) to ease the member's 

return to work transition after an absence due to treatment participation.

 f. PHSME, Emergency Referred Counselor/Mental Health Care Provider 

Follow-up

Within two (2) weeks of assigning any member to an emergency referred 

counselor or referring any client to a community resource, the PHSME, or 

referred counselor/mental health care provider shall contact the member to 

assess both clinical progress and client satisfaction. If acceptable to the client, 

and if a signed release of information is obtained, referred counselors will be 

encouraged to follow-up with the PHSME on case status as well. All follow-up 

activity shall be documented as well as in the appropriate standard management 

information system.

(1) In non-chemical dependency cases and cases that do not involve threats of 

or actual violence or child or elder abuse/neglect the client shall be followed-up 

for up to three (3) months. If at the time of follow-up, the client is stable, 

functioning at a satisfactory level and no longer interested in receiving clinical 

services, the affiliate counselor's follow-up and findings shall be documented and 

the case shall be closed with the option made available for the client to reapply 

for additional services at a later date. If the follow-up activity reveals instability, 

TBI or PTSD related additional needs or indicators of relapse/risk, the case shall 

be reevaluated and an appropriate action plan developed, documented and 

implemented. However, if the client is non-compliant with recommendations or 

wishes to have his/her case closed, the affiliate counselor will discharge the 

client from the PHSME referral and close the case.

(2) In cases involving substance abuse or chemical dependency, clients shall be 

followed-up for one (1) year by the PHSME. If the client is non-compliant with 

recommendations, or wishes to have his/her case closed, the referred 

emergency counselor/mental health care provider shall notify the PHSME, 

proper authorities/officials as necessary, discharge the client from the PH 

service, and close the case. Note: For ANG members involved in substance 

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abuse or chemical dependency, PHSMEs should consult with the Wing JA as 

necessary.

(3) In cases where the client is subject to an employer related Last Chance 

Agreement or other settlement agreement, clients shall be followed-up for the 

length of the agreement. If the client is non-compliant with recommendations, 

the emergency referred counselor/mental health care provider will notify the 

PHSME, proper authorities/officials as allowed by confidentiality and privacy 

regulations, discharge the client from the PH service, and then close the case. 

 g. Air National Guard Member Satisfaction Survey 

The Contractor shall distribute a “Client Satisfaction Survey” to all ANG members 

who use the PHS. At a consistent point of the PHS counseling/problem solving 

process, the Contractor shall mail or provide a postage paid client satisfaction 

survey to each member utilizing the program. The survey shall be returned to a 

contract administrator for follow-up, tabulation, and statistical reporting.

When the PHSME receives a negative client satisfaction survey, the Wing 

Project Officer shall be notified and the PHSME will be required to follow-up, 

take corrective actions as appropriate, and verbally report results back to the 

Contractor ANG COTR. ANG may require additional written response in certain 

situations. 

Offerors are requested to provide, as part of their proposal, a copy of the 

Satisfaction Survey currently used by the Contractor and a sample survey 

proposed for use under this contract within 30 days of contract award. The ANG 

COTR reserves the right to approve the Client Satisfaction Survey to be used, 

and to require that clients return surveys to the Contractor for follow- up, 

tabulation, and reporting of information at the discretion of the ANG COTR.

. ` h. ANG Management and Commander consultation

PHSMEs will provide consultation to Wing senior management, on dealing with 

ANG members experiencing psychological health conditions that may include 

signs and symptoms of TBI and PTSD.. Included in the consultation is how to 

refer them to the PHS as well as offering specialized training upon request. 

i. Private practice restriction

Unless approved in advance by the Wing Project Officer or ANG COTR, 

PHSMEs may not accept as private clients any person or family member of a 

person who 

 contacts the PHS through the PHSME. 

j. Affiliate Network (for Emergency Clinical Services)

All affiliate counselors/mental health care providers (affiliates) shall meet the 

professional qualifications established in this Statement of Work.. Throughout 

the life of this contract, the Contractor shall maintain a large network of 

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geographically dispersed affiliate counselors including sufficient numbers of 

counselors familiar with the clinical sequelae associated with TBI and PTSD, 

Substance Abuse Professional’s (SAP) and Certified Alcohol and Other Drug 

Abuse Counselors (CADC) to promptly respond to all requests for service. Wing 

Project Officer guidance on assignment of ANG members with substance abuse 

problems to SAPs, CADCs and equivalent counselors shall be followed. The 

government reserves the right and assumes no risk in restricting any affiliate 

from providing services to ANG members and their eligible family members.

Offerors are requested to provide, as part of their proposal, the current number 

of Contractor’s affiliate counselors who are qualified according to the criteria of 

this solicitation and available to provide services under this contract, an overview 

of the geographic distribution of these affiliates, and the number who are 

CADCs, SAPs, TBI and/or PTSD trained. Offerors also are requested to 

describe as part of their proposal, how they meet the accessibility requirements 

of having affiliate counselors available within a 30 mile radius or one hour drive 

of any location in the country except in Alaska, and to describe the accessibility 

of affiliate counselors in Alaska and in all other locations (U.S. Territories) 

outside the 50 States. 

Offerors in the competitive range may be asked to provide a complete list of 

affiliate counselors.

 

The Contractor shall provide an orientation about ANG psychological health 

services (PHS) to new affiliates. Affiliates may not provide services until they 

have received the orientation, which may be accomplished by telephone, on-line, 

webinar or written communications. 

Contracts with Affiliates shall address the following areas:

a. Affiliate Organizations

Affiliate organizations shall identify by names and qualifications the 

specific counselors who would be assigned to work with this contract. 

b. Supervision 

The Contractor shall include in its standard contract the provision that all 

affiliate counselors assigned to work with the ANG members will 

participate in clinical supervision/consultation as needed and will comply 

with the Contractor case management protocol. As a Quality Assurance 

measure, ANG retains the right to review cases assigned to affiliates. 

c. Hours of Operation

The Contractor shall establish policies, protocols, and procedures to 

ensure that Affiliates are aware of ANG expectations and are available to 

respond to ANG members and family members assigned to them during 

hours convenient for them.

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d. Locations

The Contractor shall ensure that Affiliate offices are secure, smoke free 

environments and that an adequate number of Affiliates are able to 

provide services to physically-challenged, hearing impaired and/or visually 

impaired clients. 

e. Process for Reporting Client Progress

 

The Contractor shall ensure that Affiliate Counselors provide feedback 

about member/client progress after completion of three sessions to 

determine the appropriate course of the case. The Contractor also is to 

ensure that Affiliates understand that the Contractor is available for 

consultation whenever requested by the Affiliate. 

f. Affiliate Billing and Payment

The Contractor shall have a plan in place that ensures information and 

education on how to submit billing statements to the respective 

Government or private insurance payer. Payment to the affiliate 

counselors/mental health providers will be via the ANG member’s benefits 

(VA, TRICARE etc.) or the ANG member’s private health insurance 

program. Note: Any referrals/consult for military members will need 

to be coordinated through the ANG Medical Group and an 

appropriate Line of Duty Action (LOD) has been initiated. 

 g. Professional Liability Insurance

The Contractor shall require and verify that each affiliate counselor has 

and maintains professional liability insurance of a minimum of $1,000,000 

per occurrence and aggregate. 

k. PHSME Account Management 

The Contractor shall facilitate the fine-tuning of PHS services to the specific 

needs of the Air National Guard. To accomplish this, the contractor must provide 

the state DPH, PHSME and local affiliate counselors, who function as health 

care resources, an understanding of operational problems from a civilian airman 

behavioral health perspective; an understanding and functional expectations 

within a complex environment to successfully maintain the program’s neutrality, 

confidence, and trust; partner with ANG to understand the interface between 

behavioral health and operational efficiency to support and promote operational 

readiness.

PHSMEs must effectively work with local NGB Joint teams on program 

promotion, and work collegially with management and other organizational 

components to improve operations and the workplace environment for ANG 

members. Upon request by the Wing Project Officer through the ANG COTR, 

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the Contractor shall provide enhanced consultative services as needed to 

address various workplace issues affecting ANG member performance, e.g., 

coaching, workplace climate assessment, intervention planning, career 

development, outplacement, transition and change planning and implementation.

 

a. Account Management Plans

 

(1) Annually, on a phased scheduled basis acceptable to the ANG COTR, 

the Contractor shall develop and submit, via electronic mail to the ANG 

COTR, an account management plan to properly serve each ANG Wing 

in its U.S. State/Territory. This plan shall address contacts with Wing 

Project manager/Commander and include plans for PHS awareness 

campaigns, supervisor/team leader training, member orientations, health 

promotional activities, and plans for aligning the PHS and its resources to 

assist the ANG and its members in meeting specific challenges and to 

achieve their common goals. In addition, at the discretion of the Wing 

Project Officer through the ANG COTR, the Contractor may develop 

needs assessments and action plans.

(2)The Contractor shall consider issues and challenges presented by the 

ANG such as, utilization trends, organizational themes arising from local 

levels, and the profile of each State and Territory when planning 

organizational services. Profiles may include demographic information 

about the number of members, age, ethnicity, and gender distribution of 

the covered member population; health and mental health coverage; 

rates of absenteeism, tardiness, turnover and accidental injury; as well 

as, grievances and health insurance claims. 

b. “Customer” Meetings

(1)The Contractor shall, at the request and approval by the ANG COTR, 

coordinate and/or participate in, or conduct individual State/Territory 

meetings if requested. The Contractor may be required to assist with 

establishing the location of these meetings and notifying ANG 

management of the meetings. The Contractor shall immediately 

following a meeting alert the ANG COTR to significant matters and 

submit minutes of meetings to the ANG COTR within fifteen (15) days 

after the meeting was held. At the ANG COTR request, the Contractor 

may be required to distribute minutes.

The Contractor shall maintain collaborative relationships with NGB, State 

and territory JFHQs and remain cognizant of their mission statements 

and objectives.

2The Contractor shall arrange for meetings with key Wing personnel 

from ANG States/Territories when members of the contractor’s 

staff are traveling to conduct business (e.g., travel to PHSME offices).

(3) The Contractor shall consult with ANG management to provide 

guidance and consultation in areas such as mental health concerns, 

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mental health wellness, client confidentiality requirements as they relate 

to supervisors/Commanders, effective methods of managing members 

who have behavioral and/or job performance problems, and the process 

for facilitating optimal referrals to the PHS. 

(4) The Contractor shall determine actual or proposed ANG changes or 

events that could adversely affect the productivity or emotional well-being 

of members. In consultation with Commanders, the Contractor shall 

determine whether these issues fall within the PHS/PHSME's role and 

expertise and, if requested by the ANG is to provide additional assistance 

to help resolve specific situations involving organizational problems. The 

Contractor shall keep the ANG COTR apprised of these issues and, if 

outside the scope of the PHS, e.g., specialized organizational 

development services, refer requests to the Project Officer.

(5)The Contractor shall establish formal and informal training that 

encourages referrals to the PHSME. 

 

l. Critical Incident Events (CIE)

The Contractor shall, within fifteen (15) days after award of the contract, submit 

via electronic mail to the ANG COTR for approval, written protocols and 

procedures for Critical Incident Events. The Contractor shall ensure that it has a 

cadre of trained professionals located throughout each respective state/territory 

for response. At the request of the ANG COTR, these professionals shall be 

utilized to provide CIE services. The following program elements shall be 

included in the CIE protocols and procedures.

a. Consultation and Customer Service

The Contractor shall provide consultative services to the ANG management. 

This consultation shall include the role of the PHSME in providing outreach to 

those indirectly affected as well as those directly affected by the incident. The 

Contractor shall be sensitive to the expressed needs of the ANG and shall 

maintain a customer focus at all times. The Contractor shall work to ensure that 

the ANG's needs are satisfied.

b. Critical Incident Stress Intervention (CISI)

The Contractor shall ensure a rapid response to critical incidents. Affiliate 

counselors shall be available to provide face-to-face individual and/or group 

support to those who have experienced threats or actual acts of violence either 

at the workplace or at any other location; threats or actual acts of suicide or 

homicide; episodes which severely impact on the worksite such as natural or 

man-made disasters, death, severe injury or traumatic experience by members 

of a work group; or any other situation which might have psychological, legal 

and/or media impact on the ANG. In each case, a verbal critical incident report 

shall be provided to the Project Officer or his/her designee. The Contractor shall 

notify the Project Officer of requests for CISI to ensure that ANG is 

knowledgeable and can work effectively in a leadership role with the 

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corresponding state/territory Commander. 

c. Crisis Intervention Team

The Wing Project Officer shall retain the right to assign the PHSME to serve on 

the State Crisis Intervention Team when activated by the State.

 

d. Critical Incident Reports 

Within twenty-four (24) hours of any critical incident, the Wing Project Officer 

should notify the ANG COTR or other designated official at NGB. The ANG 

COTR or designee may require additional written information and/or ad hoc 

written reports about the critical incident and response. 

Each PHSME shall review, comment on, consult with the Contractor's legal 

counsel when appropriate, and make suggestions regarding corrective actions to 

the handling of Critical Incident. PHSME comments and suggested corrective 

follow-up shall be received by the Wing Project Officer and ANG COTR within 

seventy-two (72) hours after the occurrence of any critical incident.

m. Management/Commander Awareness and ANG Member Orientation, and 

Briefing

The offeror must list in their proposal, all proposed training (including orientation, 

and briefing) programs and materials, including slides, handouts, protocols and 

curricula, that are owned by the offeror, or otherwise available for use by the 

offeror, that are offered to the Air National Guard (ANG) for use during the life of 

the contract. These include training programs and materials for on-site 

presentation as well as for distance learning. ANG will have use of these training 

programs and materials during the life of the contract, but not after end of the 

contract unless specifically authorized by the contractor to use them after end of 

the contract.

If the contractor makes new or additional contractor-owned training programs or 

materials, including protocols and curricula, available to the ANG for use during 

the contract that were not included in the list provided as part of their proposal, 

the ANG will have access to their use during the life of the contract, but not after 

end of the contract unless specifically authorized by the contractor to use them 

after end of the contract.

The ANG also has training programs and materials available and at the 

discretion of the ANG COTR may require their use by the Contractor in place of 

or in addition to what is provided by the Contractor.

The contractor shall work collaboratively with ANG to develop new training 

programs and materials, including protocols and curricula to effectively meet 

member needs. ANG will have sole ownership and ongoing use of 

training programs and materials if staff time or other development costs are 

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funded from this contract.

The ANG COTR will specify the Government names and logos to appear on all 

material used under this contract. Under only very rare circumstances and with 

the approval of the ANG COTR may the Contractor’s corporate name appear on 

any of the material.

The Contractor shall, within 30 days of contract award, submit via electronic mail 

to the NGB/SG COR for approval, an annual written promotion plan to assure 

that the ANG is contacted and arrangements are made for Commander 

awareness, member orientations and briefings. 

The Contractor, through the PHSME, shall establish annual training plans for 

each Wing. This training plan shall take into account the changing member 

needs of the ANG wing and shall enhance and build upon previous years of 

mental health promotion. The plan shall include new and stimulating efforts to 

promote the PHS. The Contractor, PHSMEs and ANG liaisons at the local level 

shall work together to schedule the trainings/orientations/briefings at mutually 

agreeable times. PHSMEs and ANG liaisons shall be responsible for completing 

necessary preliminary administrative functions and the Contractor, through the 

PHSME, shall be responsible for implementing Commander awareness, ANG 

member orientation and briefing programs. 

The goal of these programs shall be to educate supervisors, members, 

managers and other staff and thereby encourage confidence, trust and maximal 

use of PHS services. The Contractor, through the PHSME, and in conjunction 

with NGB/SG leadership shall fine-tune these programs so that they most 

effectively address the unique needs of the state and territory ANG units and 

wings.

Within thirty (30) days of contract award, the Contractor shall provide the NGB 

COTR with a sample training evaluation survey. The Project Officer approved 

evaluation survey will be disseminated by the contractor to each training 

participant. Quarterly, fifteen (15) days after the period being reported, the 

Contractor shall submit via electronic mail to the ANG COTR, a qualitative and 

quantitative report on all training conducted.

a. Consultation, Training and Briefing for Commanders/Managers

The Wing DPH shall offer awareness training and briefings to all Wing 

organizations during the base year of the contract. The Wing DPH shall conduct 

trainings and briefings within twenty (20) working days after receiving a request 

from a Commander, manager or organizational representative. Training shall be 

conducted in groups acceptable to the Wing leadership and generally shall be 

approximately at a length of time acceptable to Wing leadership. At sites that 

have multiple work shifts, the PHSME shall provide training during each of the 

tours-of-duty, as requested. 

Quarterly, the Wing DPH shall provide training and/or briefings for newly 

appointed or newly hired Commanders, managers, or other officials. 

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Within thirty (30) days of contract award, the Wing DPH shall provide to the ANG 

COTR for approval training modules for the Awareness Training and Briefing. 

These training modules shall be specifically designed for the ANG PHS. The 

ANG has existing training and materials and may require the Contractor to use 

them instead of or in addition to what training they provide. 

Annually, the PHSME shall offer to conduct advanced training for Commanders 

or their representatives to build upon training previously received. The PHSME

shall work with the ANG COTR to plan content, and scheduling of training to 

meet the ANG needs. 

b. ANG Member Orientation

Upon request, the Contractor shall offer ANG member orientations of the 

PHSME role and responsibilities, as well as available support and services to all 

ANG members and personnel in states/territories with special effort in the base 

contract year. The Contractor shall conduct orientations in collaboration with 

other NGB Joint orientations. At sites that have multiple work shifts, the 

Contractor, via PHSME, shall provide the orientations during each of the tours of 

duty or reintegration event.

Within thirty (30) days of contract award, the Contractor shall provide through the 

NGB COTR for approval a module for the ANG member Orientation. This 

orientation module shall be specifically designed for the ANG. The state/territory 

ANG may have an existing orientation module(s) and/or materials available and 

may require the Contractor to augment these instead of or add additional 

information/materials to what they provide. 

Annually, the Contractor shall offer to conduct advanced orientations or 

specialized briefings for members to build upon orientations previously received. 

The Contractor shall work with the PHSME and NGB/SG COTR to plan content, 

and scheduling of orientations to meet ANG needs, consistent with guidance 

from the NGB/SG Office. 

n. Behavioral Health and Wellness Promotion

If requested, the offeror must list in their proposal all behavioral health and 

wellness promotional resources and materials including slides, handouts, 

protocols and curricula that are offered to the ANG for use during the life of the 

contract. These include programs and materials for on-site presentation as well 

as for distance learning. ANG, through the PHSME, will have use of these 

educational and promotional programs and materials during the life of the 

contract, but not after end of the contract unless specifically authorized by the 

contractor to use them after end of the contract. Within 30 days of award, the 

Contractor through the ANG COTR will submit behavioral health curricula for 

approval.

If the contractor makes additional contractor owned educational and promotional 

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programs or materials, including protocols and curricula, available to the ANG for 

use during the contract that were not included in the list provided as part of their 

proposal, ANG will have access to their use during the life of the contract, but not 

after end of the contract unless specifically authorized by the contractor to use 

them after end of the contract.

If requested, the contractor shall work collaboratively with the PHSME and the 

ANG to develop new oral and written health and wellness educational and 

promotional programs and materials, including protocols and curricula to 

effectively meet customer needs. The ANG will have sole ownership and 

ongoing use of these training programs and materials if ANG time or other 

development costs are funded from this contract.

The ANG COR will specify the Government names and logos to appear on all 

material used under this contract. Under only very rare 

circumstances and with the approval of the ANG COR may the Contractor’s 

corporate name appear on any of the material.

1. Behavioral Health and Wellness Promotional Presentations

The PHSME shall also be responsible for providing other presentations as 

requested by the NGB/SG Office. 

The Wing DPH shall work with the ANG COTR and State DPH to plan content, 

and scheduling of behavioral health and wellness presentations and other 

promotional activities to meet ANG needs., Each contract year, ANG and the 

Contractor shall survey the ANG Wings to determine behavioral health and 

wellness educational and promotional needs. Based on this survey information, 

the Contractor shall be provided new topics for behavioral health and wellness 

promotion. The Contractor shall develop programs on these topics, submit 

drafts for NGB/SG approval, and be prepared to deliver the programs no later 

than two (2) months after receiving notification of any new topic from the NGB. 

The Contractor shall also provide other existing behavioral health and wellness

promotional presentations as requested by NGB/SG

 

Within thirty (30) days of contract award the Contractor shall submit, to the 

NGB/SG office for approval, both a comprehensive plan for behavioral health 

and wellness promotional presentations and an evaluation form to be completed 

by participants at the end of each presentation. .

(1) Contingent on workload, PHSMEs and/or affiliate counselors shall 

provide unlimited presentations. Presentations shall be conducted as 

requested by the Wing Project Officer or ANG COTR.

(2) When the Wing requests behavioral health and wellness promotional 

presentations, the PHSME shall contact other units and wings in the 

same locale, notify them of the presentations and recommend their 

participation.

 

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(3) For established and approved training modules, the Wing DPH shall, 

within fourteen (14) business days after receiving a request from the 

Wing or ANG COTR conduct the requested presentation. Handout 

material on both the topic of the program and the ANG PHS shall be 

provided at each presentation. The Wing DPH shall distribute, evaluation 

surveys approved by the Wing Project Officer to each participant at the 

end of each presentation. The Wing DPH shall track attendance and 

report of survey metrics to be routed to the ANG COTR upon request. 

(4) The Contractor shall offer a Behavioral Health and Wellness Promotion 

guide that provides a short description of each presentation topic to ANG 

liaisons and organizational representatives, as requested. 

b. Design

(1) The Contractor shall design all health and wellness promotional 

presentations to be presented in 30 minute, one (1) to two (2) hour 

modules, and can be adapted for presentation in periods as needed by 

the ANG Wing. At the request of the Wing Project Officer, through the 

ANG COTR shall provide presentations exceeding one (1) to two (2) 

hours.

(2) Presentations and other forms of behavioral health and wellness 

education and promotion are to be designed for delivery through various 

means of distance learning (Webinar/CD DVD etc.) to meet member 

needs as approved by the ANG COTR.

(3) The Contractor shall provide promotional materials via web-based 

electronic transmission to ANG members, whenever that is acceptable to 

the ANG.

(4) The Contractor shall refer requests for services outside of the routine 

behavioral health and wellness presentations by the NGB/SG Office 

through the ANG COTR

(5) The Contractor shall create a one or two page summary, with graphics, of 

each presentation for handout suitable for distribution to members who 

could not attend the presentation. The design is to be compatible with 

access electronically or via the Internet.

c. Optional Alternate Methods 

(1) The Contractor shall participate in presentations via satellite broadcast for 

the ANG, ANG states/territories with satellite broadcast capabilities, or via 

other means of distance learning when requested by the NGB/SG Office 

through the ANG COTR

(2) The Contractor shall conduct video teleconferencing with remote 

locations on all presentation topics when requested by the NGB/SG 

Office through the ANG COTR 

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(3) The Contractor shall deliver other types of promotional activities at the 

request of the Project Officer.

(4) The Contractor shall ensure that all services are maintained in a 

private/secure manner and adhere to confidentiality requirements.

DELIVERABLES

Deliverables Due Date Section Reference

1. Prepare and submit to NGB/SG 

request for OMB clearance of client 

satisfaction surveys-if necessary. 

When requested by 

NGB/SG

2

2. Contractor shall fully and promptly 

comply with requests by NGB/SG 

to obtain security clearance for 

personnel working under this 

contract

Submit application for 

security clearance within 

one week of each request

2 

3. Submit to NGB/SG a review of 

PHSME placement and 

recommendations for staffing

Annually, beginning no later 

than 11 months after 

contract award

2

4. Submit to NGB/SG for approval 

written protocols and procedures to 

ensure availability of PHSME and 

Affiliate Counselor supervision and 

psychiatric consultation 

Within thirty (30) days after 

award of the contract

2

5. Submit to NGB/SG for approval 

written protocols and procedures to 

ensure availability of all during 

business hours

Within thirty (30) days after 

award of the contract

2

6. Submit to NGb/SG for approval 

written protocols and procedures 

defining PHSME/Affiliate Counselor 

duties in responding to after-hours 

and emergency calls

Within thirty (30) days after 

award of the contract

2

7. Notify NGB/SG of backup for 

when on leave

Two (2) days prior to leave 2

8. A written voice mail text to be used 

by each PHSME

5 days of contract award 2 

9. Include in policies and procedures 

required and accurate 

Within 30 days after 

contract award

2 

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Deliverables Due Date Section Reference

communication of messages 

among PHSMEs and ANG member 

callers 

10. Submit to NGB/SG for approval 

written protocols and procedures 

for telephone access 

Within thirty (30) days after 

award of the contract

2

11. Submit to NGB/SG written 

protocols for telephone case 

management 

Within thirty (30) days after 

award of the contract

2

12. Submit to NGB/SG for approval a 

written voice mail message to be 

used by PHSMEs 

Within five (5) days after 

award of the contract

2

13. Submit to NGB/SG a complete 

listing of all qualified affiliate 

counselors as well as SAPs with:

a. accepting TRICARE payment b. 

VA system and military culture 

knowledge 

Within thirty (30) days of 

contract award and 

quarterly, fifteen (15) days 

after the period being 

reported or as requested by 

NGB/SG

2

14. Submit to NGB/SG an Affiliate 

Counselor Usage Report

Quarterly, fifteen (15) days 

after the period being 

reported

2

15. Submit copies of PHSME

candidate’s resumes etc. to 

NGB/SG

Upon request by NGB/SG 2 

16. Contractor shall provide a thorough 

orientation of the ANG to any or 

Affiliate assigned to the contract

Within ten (10) working 

days after hire () or prior to 

providing services to ANG 

beneficiaries 

2

17. Submit via electronic mail to 

NGB/SG for approval written 

protocols and procedures defining 

each role

Within thirty (30) days after 

award of the contract

2

18. Develop protocol for direct services 

and case management of sensitive 

or high profile cases and submit to 

NGB/SG

Within 30 days after 

contract award 

2 

19. Contractor shall provide an 

orientation of ANG health networks 

and protocols to new Affiliates

Prior to Affiliates providing 

services

2

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Deliverables Due Date Section Reference

20. Submit to NGB/SG a sample Client 

Satisfaction Survey

Within thirty (30) days of 

contract award 

2 

21. Submit to NGB/SG 

 quarterly program

 utilization reports by PHSME and 

referred/affiliate counselors

Within fifteen (15) business 

days of the end of the 

reporting period

2

22. Submit to NGB/SG for review and 

approval Standard Operating 

Policies and Procedures Manual 

for the PHSMEs, including 

telephonic back-up procedures, 

telephonic counseling, available 

supervision and psych consultation

Within thirty (30) days after 

award of the contract

2

23. Contractor shall distribute Policies 

and Procedures Manual to include 

military benefits programs and 

specific benefits eligibility for ANG

Within fifteen (15) days of 

approval by NGB/SG

2

24. Submit to NGB/SG a description of 

the state specific PHSME account 

management plan

Within thirty (30) days of 

award and updated 

annually

2

25. Submit to NGB/SG, PHSME and 

Affiliate Counselor database

Within thirty (30) days after 

award of the contract, 

quarterly, within fifteen (15) 

days after the period being 

reported, and as requested

2

26. Submit to NGB/SG for review and 

approval a reference resource to 

be used by PHSMEs to facilitate 

referral of ANG members 

Within thirty (30) days after 

award of the contract

2

27. Assist with the planning and 

coordination of “Customer” 

State ANG Meetings and 

“significant matters” minutes 

from those meetings to 

NGB/SG

As requested by the 

NGB/SG, minutes due 

fifteen (15) days after the 

meeting is held

2

28. Submit to NGB/SG for approval 

protocols and procedures for 

Critical Incident Event response 

(CIE)

Within fifteen (15) days 

after award of contract

2

29. Contractor shall provide on-site 

crisis intervention teams 

Within timeframes specified 

by NGB/sGfor any special 

2

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Deliverables Due Date Section Reference

or critical incident

30. Notify NGB/SG of Critical Incident 

and provide additional written 

information and/or reports

Notify within twenty-four 

(24) hours of any special or 

critical incident and provide 

written information and/or 

customer reports at request 

of NGB/SG

2 

31. Provide to NGB/SG the ANG 

Commander’s comments and 

suggested corrective follow-up 

report for Critical Incidents if 

applicable.

Within seventy-two (72) 

hours after the occurrence 

of any critical or special 

incident

2

32. Submit to NGB/SG for approval 

training modules for the 

Commander Training 

Within thirty (30) days after 

award of the contract

2

33. Submit to NGB/SG for approval a 

training module for the ANG 

member orientation

Within thirty (30) days after 

award of the contract

2 

34. Submit to NGB/SG curricula of each 

behavioral health and wellness training 

session 

Within thirty (30) days after 

award of contract

2

35. Submit to NGB/SG a qualitative 

and quantitative report of 

behavioral health and wellness 

training

Quarterly, fifteen (15) days 

after the period reported

2 

36. Submit to NGB/SG for approval 

both a plan and sample survey 

form for comprehensive behavioral 

health and wellness evaluation 

form

Within thirty (30) days after 

award of contract

2 

37. Develop programs and materials 

for presentation on new behavioral 

health and wellness presentation 

topics. Obtain NGB/SG approval of 

drafts

Be prepared to deliver the 

presentations two (2) 

months after notification of 

topic by ANG

2

38. Define adjustments to standard 

status reports that will be 

necessary 

Within 15 days after award 3

39. Provide customized and executive Ad hoc, quarterly or 3

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Deliverables Due Date Section Reference

summary reports annually at request of 

NGB/SG

40. Provide Management Reports Monthly 3

41. Provide Management Reports for 

specific state/territory

Upon Request by NGB/SG 3

42. Provide reports for each 

state/territory

Within 3 weeks after end of 

each fiscal quarter

3

43. Send reports to state PHSME by 

email or by mailing hard copies 

Within 3 weeks after end of 

each fiscal quarter as 

elected by NGB/SG

3

44. Additions to or removal of data 

fields

Upon Request by NGB/SG 3

45. Provide paper invoice and detail 

electronic file

Monthly 3

46. Data exchanges use standardized 

transfer format protocol via secure 

data link per Security requirements

Negotiated routine and 

scheduled basis

3

47. Perform electronic transfer to ANG 

of case and status data

Six working days after end 

of each month

3

48. Provide ANG with complete and 

total backup of data from the 

Upon termination of 

contract or on special 

request

3

49. Provide ad hoc reports Intermittently within 3 

working days after request 

by NGB/SG

3

50. Replace personal computer 

systems and commercial hardware 

per established level of effort

As needed 3 

51. Contractor shall promptly and fully 

participate in in-depth study of 

security of contactor’s records 

system

Upon request by NGB/SG 3

52. Submit written plan to NGB/SG 

for approval

Annually, (60) days before 

end of the contract year

3

53. Develop mutually agreeable 

Interconnection Memorandum of 

Understanding

Within 30 days of contract 

award

3

54. Provide a mutually acceptable Within 60 days of contract 3

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Deliverables Due Date Section Reference

Interconnection Security 

Agreement

award

55. Provide security status report Quarterly 3

56. Contractor shall design a 

promotional campaign and update 

it annually

Submit to NGB/SG within 

60 days after contract 

award and update annually 

thereafter

3

57. Submit a sample bulletin to Project 

Officer for review

Within thirty (30) days after 

award of the contract

3 

58. Submit to NGB/SG for review and 

approval a written CQI Program 

Plan

Within thirty (30) days of 

contract award

3

59. Submit to NGB/SG CQI Work Plan Annually, within thirty (30) 

days of the beginning of the 

fiscal year

3 

60. Submit to NGB/SG Quarterly CQI 

Reports

Quarterly, within fifteen (15) 

days after the period being 

reported

3

 61. Submit a report detailing 

corresponding counselor activity 

deliverable activity, invoices, 

charges etc.

Monthly, with voucher 3 

62. Submit to NGB/SG Annual Work 

Plan Evaluation

Annually, within thirty (30) 

days of the end of the fiscal 

year

3 

63. Contractor shall submit written 

response to ANG on-site reviews 

and plan and implement corrective 

action plan 

Within fifteen (15) days of 

the on-site review

3

OBSERVANCE OF FEDERAL HOLIDAYS

Government holidays are - 

1. New Year’s Day January 1st

2. Martin Luther King’s Birthday Third Monday in Jan.

3. President’s Day Third Monday in Feb.

 4. Memorial Day Last Monday in May

5. Independence Day July 4th

6. Labor Day First Monday in Sept. 

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7. Columbus Day Second Monday in Oct.

8. Veteran’s Day November 11

9. Thanksgiving Day Fourth Thursday in Nov. 

10. Christmas Day December 25

DELIVERABLE SCHEDULE

The Contractor shall prepare and deliver the following items in the quantities specified to 

the Project Officer. This individual will be identified upon contract award. 

Any deliverable or products produced under this contract will be accepted or rejected in 

writing by the Project Officer. To complete this contract, the Contractor must furnish the 

deliverables specified below:

 

SECTION III: 

A. SECURITY AND RECORDS MANAGEMENT

System of Records and Management Information System ()

a. System of Records

Confidentiality and privacy are primary underlying tenets of the ANG 

psychological health services and it will be the Contractor's responsibility to 

ensure that all client information remains confidential, private, and secure. 

Identification numbers shall be assigned to each client's case. The Contractor 

shall maintain a list of case numbers and corresponding member names 

electronically or in a locked file in a location separate from member's case files. 

All member names and case numbers, irrespective of whether the cases are 

open or closed, shall be kept on the lists. Member names and case numbers of 

files that have been destroyed shall not appear on the lists of active and closed 

cases in the files, but shall continue to be maintained on a separate list.

The Contractor shall utilize a record system that is in compliance with the laws 

and regulations governing mental health, alcohol and other drug abuse 

prevention, treatment and rehabilitation, the Privacy Act of 1974 and other 

applicable laws, regulations and guidelines governing confidentiality of 

counseling/problem solving records. The Contractor shall be subject to the 

penalties imposed by such laws for disclosure of any information without the 

member's prior knowledge and specific written consent. All records, whether 

computerized or hard copy, shall throughout the performance of the contract and 

after the completion of the contract remain the property of ANG and shall be 

surrendered to the Project Officer when requested. Case records shall be kept 

and destroyed in accordance with DoD standards. Only the Project Officer or 

the Project Officer's designee may destroy records.

The Contractor shall adhere to requirements of DoD, ANG and the Contractor’s 

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Management Information System () security plan including security guidelines for 

electronic files. To help ensure the confidentiality and security of all hard copy 

and records, each PHSME office shall have a working door lock and filing 

cabinets with bar locks. When there are problems with the locks or when it is 

impossible to install bar locks without destroying furniture, the Contractor shall 

notify the Wing Medical Group representative for repair or replacement. 

All client records maintained by the Contractor, including, but not limited to, any 

documents referring the member to the PHS, identifying member information 

and/or ongoing progress notes shall be kept in the locked file cabinet(s) at all 

times except when the PHSME is working on the case/record/file.

Each Wing Project Officer shall be responsible for following DoD approved 

protocols and procedures to assure a secure chain-of-custody system for 

any record that is removed from an office. The PHSME shall document the 

approval to remove any clinical record and/or other confidential information in 

accordance with the approved protocol. The Project Officer shall be advised 

prior to the removal of any record, or any part of a record, and shall be advised 

again when the record is returned.

In the absence of a PHSME, the Contractor shall have knowledge of and access 

to keys/codes to gain admittance to secure materials. 

a. Management Information System () (Portions are Optional for award)

The ANG is currently investigating a comprehensive multi-layered tracking 

and data collection system for many ANG personnel functions. The ANG 

may/may not elect to utilize the total capability of Contractor’s 

comprehensive MIS system, but expects the offeror to provide and 

manage hardware necessary to accomplish and effectively communicate 

as well as track activity of the PHSME program. The ANG expects any data 

collected in the provision of this contract will have the ability to be 

transferred and/or to collaborate in partnership with other ANG /IT 

contractors, within the bounds of privacy and confidentiality laws and 

regulations. However, the Government does expect each offeror to 

propose as part of this solicitation, its MIS capabilities and plan for 

tracking PHSME services.

Offerors are to propose use of their MIS and describe in their proposal how their 

MIS will effectively support the full range of services needed under this contract. 

Offerors are to provide a breakout of MIS costs as part of their business 

proposal. The Government reserves the right to require use of a DoD system or 

a combination of DoD and Offeror’s MIS. 

Offerors are to create and adhere to an established disaster recovery plan that 

provides for prompt telecommunication and MIS coverage, enabling access by 

personnel, preferably from an alternate location when failure occurs at a primary 

site. The Offeror shall describe their disaster recovery system in their proposal 

including how promptly it restores functionality and a backup plan for how and 

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who will assume responsibility within the system should a transfer of operations 

occurs due to any interruption of service. 

The Contractor is to provide cost-effective and prompt initial and timely refresher 

training to ensure competent and efficient utilization of the MIS .

Offerors must describe, as part of their proposal: 

(1) The data to be collected, reports to be generated, and the functionality, 

security, and efficiency of MIS services offered for use as of the effective date 

of service delivery under the contract. In so doing the offeror is to address this 

from the perspective of the PHSMEs, database management and report 

generation staff and any others with significant roles using the MIS.

(2) The Offeror will describe their schedule of MIS downtime, actual downtime 

over the past 12 months, and proposal to minimize MIS downtime since some 

work shifts will result in 24X7 operations. 

Additionally, the contractor may propose enhancements, alternative features, or 

other means of fully and effectively providing services to support this contract.

As part of their proposal, Offerors are requested to: 

(1) Describe the computer platform and operating system to be used and the 

method of connectivity between the computers of the PHSMEs located away 

from the contractor’s central database.

(2) Describe the frequency with which data is aggregated and made available 

to the PHSMEs if access to the central database of ANG and member clinical 

and service request information is not real time. 

c. Data Management Requirements

Offerors are expected to use an automated data processing system to support 

record management and reporting needs. The Contractor shall be responsible 

for all costs to implement and maintain the system that is used by the contractor 

and PHSME staff. The Contractor shall be responsible for the following high-level

data management tasks:

(1) Collection of all data managed under this contract (data is more thoroughly 

defined below). 

(2) Provide personal computing resources (and support of these resources) 

necessary for the service providers and staff to report and manage the 

information associated with this contract and the casework associated with the 

contract. 

(3) Routine development and delivery of status reports

(4) Routine electronic transfer of detailed data

(5) Provide provisions for special reporting and data exchange needs

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The system or systems used by the contractor must be managed in a way that 

they will meet security and record management guidelines and standards that 

are defined within this contract. The following sections provide additional 

information on the data that needs to be managed and exchanged, the manner 

in which it will be exchanged, Automated Information System security guidelines 

that must be adhered to, and the responsibilities that each party will have with 

respect to implementation and support of the systems. 

d. Definition of Managed Data:

All case files for each employee and/or family member who uses the PHS 

shall be kept in accordance with the confidentiality requirements as implemented 

by DoD Regulations, 42 CFR Part 2, and in full compliance with the requirements 

of the Privacy Act, 5 U.S.C. 552 a.

While the contractor may choose to manage any data they deem necessary to 

manage operations and perform the work set out under this contract, the 

following data is considered to be a minimum baseline of the information that the 

Contractor shall be required to manage and exchange with the ANG. The offeror 

will be responsible for collection and management of all case management, 

counselor activity, and business management data required to create operational 

and business reports for the ANG. This data will be maintained within the 

Contractor’s MIS. For the purpose of this solicitation, data has been defined as 

sets of data that are collected and managed through the process of providing the 

following services.

(1) Initial Contact, Assessment & Referrals

Beginning with the first member contact the Contractor shall maintain a record 

of contacts with and/or on behalf of each member with the most recent 

information kept at the front of the record. Notes shall contain as little 

identifying information as possible and each PHSME shall be responsible for 

ensuring that every record is both legible and orderly. Every action taken by 

the PHSME in management of the case shall be documented. The subjective, 

objective, assessment and plan (SOAP) or another similarly structured method 

of documentation shall be used to record on-going progress notes. As a 

matter of policy, all hard copy files of cases assessed as involving a risk of 

violence to self and/or others shall be marked in red, and electronic files of 

such cases are to be flagged for easy identification.

(2) All PHSMEs cases and cases referred to emergency affiliate counselors by 

the PHSME or other location shall be maintained in the same manner as 

assessments, whether such cases are self initiated or referred by 

management. Every action taken upon initial contact as well as those by 

assigned counselors shall be documented in accordance with SOAP or 

similarly structured methods of documentation.

(3) Data sets managed as part of this process will include:

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(a) Member Demographics: This is information that identifies and describes 

the member. This will include his/her name, personal information, contact 

information, Case Number (Case ID), employment information, and in the 

case of family member and respective identification information.

(b) PHSME and referred/affiliate counselor identification: Information that 

identifies the staff/PHSME or referred/affiliate counselor or caseworker that is 

associated with the case. In the case of referrals, this will include the 

identification of the initial contact, the assigned counselor, and any other 

counselors associated with the case via the referral.

(c) Case Definition: Each initial encounter will initiate a new entry. Case 

Definition information includes at a minimum the case number, first contact 

date, time, and site coded location when appropriate.

(d) State/Territory/Location case ID: The ID is the ANG state or territory for 

which the work is being performed. Service information provided under this 

contract will be provided to ANG managers from a number of different 

locations or regions. Each event or recipient of services must be correctly 

associated with a case ID to ensure that services are tracked and billed 

properly, and that reports are accurate for the population covered under a 

particular site location. The Offeror will be responsible for tracking the case 

identification for each service that is performed. 

(4) Case Management

Unless the family member is the ANG member, information about family 

members who use the PHS shall be maintained in the member's file. Records 

shall contain pertinent information about every contact between the member 

and/or family member and the PHS, whether on the phone, in person, by fax or 

in writing. 

Data sets managed as part of this process will include:

(a) Case Data: This will include activity conducted during each visit or 

session and assignments between sessions as well as identified 

problem/diagnostic impression information. Case data is covered in two 

general categories—member demographic information and clinical 

information. 

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Clinical information includes: progress notes, case status (open or closed), 

intervention plan, recommendations, presenting and assessed 

problem, latest version of the ICD or DSM code (when appropriate and 

permissible), whether or not the member in the case has been 

referred for service as the result of any violation, drug or substance abuse, 

TBI or PTSD activity and member’s condition at case closing.

For affiliate counselor cases, progress notes, intervention plans and 

recommendations do not need to be included in the offeror’s electronic case 

management system. 

(b) Events: The offeror will track information about a wide variety of events. 

Events that are tracked include;

o -Initial contact or consultation

o -Any referral

o -Each counselor contact or consultation

o -Each referral contact or consultation

o -Each family member contact or consultation

o -Any risk management event or consultation

o -Any Critical Incident Event or consultation

o -Any administrative contact or consultation

o -Any phone contact or consultation

o -Each PHSME contact or consultation

o -Any training event or consultation

o -Others as requested by the Project Officer

For each event, there will be an event code, the date the event started, the 

date it was complete, the definition of the provider that was involved in the 

event, and if applicable, the identification of the case under which the event 

occurred.

Additionally, the following requirements must be met: 

(a) Consultation and information provided to PHSMEs during service 

contacts that do not immediately result in opening a case shall be entered 

in the MIS as a consultation occurring or documented immediately and 

entered by the close of business on the day of the contact;

(b) PHS demographic and PHS case episode activity shall be documented 

and entered by the close of business on the day of the contact or session;

(c) PHS training and health promotional activity shall be documented and 

entered within two (2) business days of the activity.

(d) Computer screens used by PHSMEs must be easily navigated, support 

and facilitate member support as opposed to primarily serving as a means 

of collecting information.

(e) The Contractor is to collect and report information on reported work 

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problems and various outcomes including pre and post deployment, civilian 

reintegration, and productivity measures. 

(f) The Contractor is to provide a Return On Investment analysis, and 

include a description or sample as part of the proposal. 

(g) As part of their proposal, Offerors are to describe the proposed case 

management system and include samples of the screens PHSMEs would 

use when conducting assessment and entering case data or referral 

information.

(5) Standard Status Reporting 

On a routine basis, the Contractor shall produce a set of standard reports. 

Offerors are requested to provide, as part of their proposal, a portfolio of 

example reports that are currently available from the contractor’s data 

system(s) from which ANG may select to be provided under this contract. 

Within 15 days of award, the Contractor shall work with ANG and define any 

adjustments that will be necessary to the reports. Based on this, an agreement 

will be reached on the format for the standard status reports. Subsequent 

changes to the reports will be made at the request of the Project Officer. 

Standard status reports will include ID Reports and Management Reports.

(a) Management Reports: The Contractor’s must maintain management 

reporting capability and on a scheduled basis provide ANG with monthly 

Management Reports. These reports are the reports used by PHSMEs to 

maintain and improve the effectiveness and outcomes of services. When 

the reports include information on services provided by counselors, the 

information is to be grouped 

by each affiliate counselor. When requested by the Project Officer, 

selected Management Reports will be produced for specific individual 

states and/or territories.

(b) ANG case ID Reports: The Contractor shall provide quarterly reports for 

each state via ID within three weeks after the end of each fiscal quarter. 

These reports are to be available in both electronic format and hard copy. 

The Contractor shall, at the election of the Project Officer, send the reports 

by email or mail hard copies to a particular state or territory via the PHSME. 

 

The Contractor shall provide flexibility that provides for additions to or removal 

of data fields upon request of the Project Officer.

The Contractor’s should have flexibility to permit customization of some ANG 

state reports. The Contractor shall, at the request of the Project Officer, 

provide customized reports and executive summary reports on an intermittent, 

quarterly or annual basis for selected states/territories. The executive 

summary reports will contain informative graphics and narrative that describes 

the PHSME and generic case activities. 

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The Contractor is required to collect and report information of each state and 

territory as well as a combined national report for the PHSME Utilization Report. 

This attachment represents the type of data collected and reported for a state or 

territory. Data required to be collected and reported varies, may be more or less 

for some states/territories, and may change over time to meet ANG needs. 

As part of their proposal, Offerors are requested to:

(a) Describe routine report content, format, and appearance. Include 

provisions for tracking and capturing specific and/or unique activity, such 

as disaster and critical incident response for both a regional and national 

scale, and for generating reports of this information including brief narrative 

reports highlighting significant aspects of the services delivered. 

(b) Provide the schedule of steps in the process of generating ad hoc and 

routine reports from the central database to produce the same report 

content for all services.

(6) Web Activity Data Reports- if Web Option is elected

As defined in the contract, the offeror will be responsible for providing and 

supporting another Joint activity and/or DoD websites that will allow people to 

access reference and self-help information. The offeror will be responsible for 

providing routine reports that document the collaboration or usage (number of 

hits) of the different resources via any link to a primary website. 

e. Key Information

To ensure that it is possible to relate all sets of managed information, the 

Offeror’s data systems must ensure that they track key identification 

characteristics on all the data sets. Key information includes the following 

elements:

(1) Site/location identification

(2) Case identification

(3) Encounter identification (when appropriate)

(4) PHSME or service provider identification

 

 f. Data Exchange Requirements

As defined in the contract, the offeror will support the exchange of information 

via: 

(1) Paper reports

(2) Exchange of electronic documents

(3) Exchange of standardized electronic transactions

All data exchanges shall occur on a negotiated routine and scheduled basis 

utilizing a standardized and agreed to electronic data transfer format protocol. 

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All data shall be transmitted via a secure data link in accordance with DoD 

Security requirements. 

ANG has elected to develop electronic interfaces in a manner supporting Health 

Insurance Portability and Accountability Act of 1996 (HIPAA), compliance. 

Additional data exchange requirements include:

(1) Routine Status Reports

As defined in this solicitation, on a routine basis, the offeror will provide a set of 

standard status reports. These reports will be produced in both paper and 

electronic format. As required, the paper copies will be mailed to designated 

points of contact. As required, NGB/SG will be responsible for providing an up 

to date listing of contacts that will receive reports.

Information covered in these reports will include information from the following 

data sets that are discussed above:

(a) Case Definition 

(b) Site Location ID 

(c) Counselor Activity

(d) Case Status Data

 

Reports also will be produced and delivered in electronic PDF format. A copy 

of the set of electronic reports will be delivered to NGB/SG along with a data 

file that relates the contents of the reports to the filenames that are used for 

each electronic file. This data file will identify file names, and the meta-data for 

each of the reports contained in the files.

(2) Monthly Invoice Detail Reports

As defined in this solicitation, on a monthly basis, the offeror will provide paper 

copy of the invoice to NGB/SG that summarizes the charges for that billing 

period to include documentation with corresponding deliverable activity, 

invoices, charges etc. In addition, the offeror will be responsible for providing 

electronic transactions that detail the information summarized in the invoice.

(4) Complete Data Transition

The Contractor shall maintain all data sets within their data systems. On 

termination of the contract, and or on special request, the Contractor shall 

provide the ANG with complete and total access to all information including: 

(a) Member/client Demographics

(b) Counselor Identification

(c) Case Definition 

(d) Site/Location ID 

(e) Case Data

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(f) Event Data

(g) Counselor Activity

(h) Case Status Data

(i) Analysis of the Data

(j) Web Data or Activity

(k) Invoice and billing information

In the event that there is a need to exercise this option, this information will be 

provided to the ANG as a backup of the data from the MIS system used by the 

Offeror in an agreed to format.

(5) Ad Hoc Reporting 

The Project Officer may intermittently require ad hoc reports, e.g., a unique 

inquiry or analysis of data. The offeror should plan to provide for support of 

these needs, e.g. by maintaining data mining capability that provides the ANG 

with means of effectively retrieving selected management or clinical data.

In the event this need arises, the Project Officer or their designated 

representative will define the needs, and the offeror will be expected to 

produce the requested report within 3 working days. 

It is expected that there will be no more than 2 requests per month, and that 

the requests will deal with reporting or analysis of data that already exists. 

The response to the solicitation should detail how this support will be provided, 

and what protocol will need to be followed to make such a request. 

B. PERIOD OF PERFORMANCE

The period of performance shall be for a two year ordering period during which task 

orders of up to 12 months with one 12-month option period may be issued. The 

Government may exercise options to extend the period of performance in accordance 

with FAR 52.217-9, upon written notification by the Contracting Officer at least 30 days 

before task order expiration or within 30 days of funds becoming available. 

C. PLACE OF PERFORMANCE

The Contractor shall perform the required services at the locations listed in Attachment 1.

D. GOVERNMENT FURNISHED FACILITIES AND EQUIPMENT/ 

PROPERTY

*The Government shall provide safe and secure space and facilities to 

ensure that all PHSMEs are able to carry out the administrative 

expectations of this contract within environments that ensure privacy. The 

physical office space may be either on-site or off-site, depending upon the 

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availability of Government space and the needs of the ANG members being 

served. 

The equipment at, and facilities of, each professional office shall be provided by 

the Government in accordance with guidelines and standards of DoD, General 

Service Administration, Public Building Service 9/66 or other guidelines or 

standards applicable to the Federal organization for which services are provided. 

Each office shall be maintained as a professional environment that ensures the 

safety, privacy and confidentiality of all employees who seek assistance.

The Government shall provide appropriate equipment and furnishings and shall 

provide necessary space, heating, lighting, ventilation and all utilities including 

telephone(s), and telephone lines required for safe and efficient operation of the 

physical facility.

The Government shall authorize the Contractor to use the provided equipment 

and furnishings as well as additional furnishings and equipment of a similar type 

if required for program expansion. Any such additional acquisitions shall be 

requested by the Contractor and shall be approved in writing by the Contracting 

Officer prior to purchase or rental of such furnishings and/or equipment. At the 

discretion of the Project Officer, any such furnishings and/or equipment may be 

withdrawn at any time. The Government shall provide necessary periodic 

cleaning of floors, windows, furnishings and fixtures necessary to conform to 

applicable health, safety and sanitary requirements.

Following the prior written approval of the Wing Project Officer, the Contractor 

may use its own items at no cost or liability to the Government for maintenance, 

service, repair and/or replacement provided the use of such equipment does not 

require additional, or result in overloading of existing utility resources. All such 

equipment shall conform to accepted safety standards.

The Contractor shall assume both the responsibility and liability for loss or 

damage of equipment and/or facilities provided by the Government if the 

damage or loss is caused by other than normal operating usage or is attributable 

to negligence of Contractor employees and/or agents.

Within ten (10) days of the start of the contract and within ten (10) days prior to 

the expiration of this contract, one (1) representative of each the Government 

and the Contractor shall conduct an inventory to determine the contents of each 

PHSME office, if the office is Government property and/or if there is any 

Government furnished property in the office. All capital and non-capital items 

shall be listed on Standard Form 565 or on a form authorized by the Wing 

Project Officer. All inventoried items are to be marked with appropriate labels in 

accordance with FPM regulations.

ANG retains the right to conduct periodic surveys/inspections of PHSME space 

occupied by the Contractor.

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All Government furnished property shall be subject to Federal Acquisition 

Regulation (FAR) Clause 52.245-5 entitled Government Property (CostReimbursement, Time-and-Material or Labor-Hour Contracts.

CONTRACTOR'S COOPERATION

When required, the Contractor shall cooperate with other ANG contractors and 

subcontractors to ensure the seamless delivery of high quality services to ANG 

members.

 GENERAL SUPPLIES, STATIONERY AND FORMS

The Contractor shall be required to use Government approved forms for records, 

data collection, compliance with the Confidentiality and Privacy Acts and any 

other uses deemed necessary by the Government. Any form which the 

Contractor proposes to use shall be pre-approved in writing by the Project 

Officer. If ANG requests that specific forms or other materials be used, ANG 

shall provide camera-ready artwork which shall then be produced and distributed 

by the Contractor.

The Contractor shall be responsible for purchasing and supplying each 

professional office with all general supplies and Government approved training, 

promotional materials, and stationery necessary for program operations, in 

fulfillment of this contract. Specific Government organization logos or other 

insignia will be provided by the Project Officer. Under no circumstance may the 

Contractor's corporate name or logo appear on any material used, unless preauthorized by the ANG COTR.

PERSONAL COMPUTER AND SUPPORT

The system or systems used by the contractor must be managed in a way that 

they will meet security and record management guidelines that are defined within 

this contract. 

(1) Personal Computer Support

Offerors are to propose to supply, support, and maintain the personal 

computers, related hardware, commercial software, and Internet access 

needed for performance under this contract. The helpdesk support function 

must provide timely and effective support to users of the system. 

The Government reserves the right; however, to provide and maintain all or 

some of the personal computer systems including related hardware, 

commercial software, and internet access for the PHSMEs working at their 

respective offices and/or “on the road”, and/or to provide helpdesk support for 

all or some of the PHSMEs in use of these personal computer systems if it is 

in the best interest of the Government. The Government will negotiate this 

with Offerors in the competitive range if it appears to be in the best interest of 

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the Government to do so at time of award, or may elect to provide these 

functions, or may require the Contractor to provide these functions at any time 

during the life of the contract. 

As part of the costs in the business proposal, Offerors are requested to 

include a breakout of the cost for replacing the personal computer systems 

including related hardware and commercial software, for maintaining these 

personal computer systems including internet access, and for helpdesk 

support for use of these personal computer systems by PHSMEs located in 

the 54 states and territories as well as one each in the Air and Army Air 

National Guard Readiness Centers. Offerors are to respond to the level of 

effort specified for each of these categories in the price tables when preparing 

their business proposal.

(2) Web Reporting System Support

The ANG COTR may require in the future that the Contractor post site 

location ID reports on a Contractor provided website and provide states and 

territories with limited access only to their individual reports.

At the election of the ANG COTR, the ANG will post electronic copies of such 

reports on a coordinated DoD website. 

- Data Management Security Requirements

The Contractor shall be required when requested by the ANG COTR, to promptly 

and fully participate in an in-depth study of the security of the Contractor’s 

records system and Management Information System. Government personnel 

and/or third parties on behalf of the government may conduct this review. The 

government may require corrective actions, as a result of this study, that if not 

implemented within timeframes established by the government can result in 

default of performance under this contract and termination of the contract for 

cause.

The hardware and control system are to be contained in a facility that protects 

the physical integrity of the systems and provides security from both physical and 

electronic threats. 

The Contractor shall adhere to requirements of the Contractor’s MIS security 

plan including security guidelines for electronic files. To help ensure the 

confidentiality and security of all hard copy and records, each PHSME office 

shall have a working door lock and filing cabinets with bar locks. When there are 

problems with the locks or when it is impossible to install bar locks without 

destroying furniture, the Contractor shall notify the ANG COTR for repair or 

replacement.

Annually, (60) days before end of the Project (Contract) Year, the Contractor 

shall submit via electronic mail to the ANG COTR for approval, a written plan. 

The plan shall include, but not be limited to, proposed additional new features 

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and enhancements and proposed resolution of any issues that have not been 

resolved.

The MIS must comply with DoD computer security requirements.

(1) Comply with the Computer Security Act of 1987 Office of Management and 

Budget (OMB) Circular A-130, Appendix III, “Security of Federal Automated 

Information Systems,” and the Privacy Act of 1974 (5 U.S.C. 552 as 

Amended). The vendor shall have achieved Certification and Accreditation in 

accordance with the guidelines of OMB Circular A-130 or have an approved 

Interim Certification and Accreditation prior to hosting ANG data or 

interconnecting with a DoD IT system. 

(2) Within 30 days of contract award the vendor will be required to develop a 

mutually agreeable Interconnection Memorandum of Understanding (MOU) 

that will document the mutual understanding of the security implementation 

that will be implemented to support these requirements. Cost(s) associated 

with meeting these requirements, from the perspective of the vendor’s entity, 

will be paid by the vendor. Within 60 days of contract award, and prior to the 

implementation of any system interfaces, the vendor will be required to provide 

a mutually acceptable Interconnection Security Agreement (ISA) that will 

provide details on the interconnection design that will be implemented, as 

required by the 

Federal Information Security Management Act (FISMA) as part of the eGovernment Act of 2002. 

(3) The ANG also requires that the vendor provide to the ANG COTR and or 

designee, quarterly security status reports (which can be submitted in the form 

of an updated plan of action and milestones) and should describe the 

continuous monitoring activities employed by the information system owner. At 

a minimum, the status report should include but not limited to the following 

questions:

(a) Have any changes to the information system affected the security 

controls in the system or introduced new vulnerabilities into the system?

(b) If so, has the agency-level risk—that is, the risk to ANG operations, 

ANG assets, or individuals been affected?

(c) Has a specified time period passed requiring the information system 

to be reauthorized in accordance with federal or DoD policy?

(4) Vendor security practices shall meet or exceed those prescribed, 

standards, regulations, and guidelines outlined above. Security strategies are 

separate from operations, enabling security officers to act quickly upon 

incidents and incorporate security best practices. This granular level of 

security management shall ensure standards required to evaluate practices 

and enhance safeguards as needed to limit unnecessary or inappropriate 

access to and disclosure of protected behavioral health information. 

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(5) To help protect computing resources, the ANG and any contracted firm 

managing computing resources for DoD is required to comply with, but not 

limited to, the following laws, regulations, and directives:

(a) Computer Security Act of 1987, P.L. 100-235: This act requires 

computer security plans for all federal computer systems that contain 

sensitive information and security awareness training for all individuals 

involved in its management, use, or operation.

(b) Federal Financial Management Improvement Act of 1996 (FFMIA): 

This Act requires agencies to implement and maintain financial

management systems that comply substantially with Federal Financial 

Management Systems Requirements (FFMSR), applicable Federal 

Accounting Standards, and the United States Government Standard 

General Ledger at the transaction level.

(c) Federal Manager’s Financial Integrity Act of 1982 (FMFIA), P.L. 97-

255: This Act requires that the agency head, on an annual basis no later 

than December 31, provide an assurance statement with respect to 

agency management controls and agency compliance with financial 

management system requirements. The objective is to reduce or 

eliminate the incidence of waste, fraud, and abuse to government 

financial systems.

(d) OMB Circular No. A-127, Financial Management Systems: This 

Circular prescribes policies and standards for executive departments and 

agencies to follow in developing, operating, evaluating, and reporting on 

financial management systems.

(e) OMB Circular No. A-130, Management of Federal Information 

Resources: This Circular establishes policy for the management of

Federal information resources.

(f) Paperwork Reduction Act of 1980 as amended in 1995: This Act 

establishes a broad mandate for agencies to perform their information 

resources management activities in an efficient, effective, and 

economical manner. The goals of the Paperwork Reduction Act are to 

have Federal agencies become more responsible and publicly 

accountable for reducing the burden of Federal paperwork on the public, 

and for other purposes.

(g) Privacy Act of 1974 (PL-93-579): This Act requires the U. S. 

government to safeguard personal data processed by Federal agency 

computer systems.

(h) Federal Information Security Management Act (FISMA) of 2002: This 

Act provides a comprehensive framework for ensuring the effectiveness 

of information security controls over information resources that support 

Federal operations and assets.

(i) Presidential Decision Directive (PDD) 63 sets a goal of establishing a 

reliable, interconnected, and secure information system infrastructure and

increased security for government systems. It addresses the cyber and 

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physical infrastructure vulnerabilities of the Federal government by 

requiring each department and agency to work to reduce its exposure to 

new threats.

(j) NIST Special Publication 800-47, Security Guide for Interconnecting 

Information Technology systems.

(k) NIST SP 800-26, Requirements for Physical Security Safeguards

(l) Any DoD Information Technology Security Program Handbook, 

Baseline Security Requirements, DoD Certification and Accreditation, 

DoD Configuration Management Guide, DoD Contingency Planning for 

Information Security Guide, DoD Plan of Action and Milestones, DoD 

Privacy Impact Assessment, or DoD Risk Assessment Guide. 

- 508 Citation 

All electronic and information technology (EIT) procured through this Statement 

of Work and any resulting contract, task order, delivery order, or purchase order 

must meet the applicable accessibility standards at 36CFR 1194, unless an 

agency exception to this requirement exists. 36 CFR 1194 implements Section 

508 of the Rehabilitation Act 0f 1973, as amended, and is viewable here. The 

contractor shall indicate for each line item in the schedule whether each product 

or service is compliant or noncompliant with the accessibility standards at 36 

CFR 1194. Further, the proposal must indicate where full details of compliance 

can be found (e.g., vendor’s website or other exact location).

- Background Investigations 

In conformance with the DoD guidelines, ANG requires that all contractors have 

background suitability investigations commensurate with the associated level of 

risk. Background Investigations should be commensurate with high-risk for the 

Systems Administrator. Reasonable measures will be taken to assure that such 

evaluations are to be completed by the appropriate security representative 

before contract personnel are granted access to any DoD connected computer 

systems. 

- ANG Network Security

In addition to completing security background investigations, all PHSMEs must 

be eligible to obtain a Common Access Card through their respective ANG 

Wings to access the ANG network infrastructure and electronic mail. This is 

essential in order to interact with the various organizations within the Wing and 

the National Guard Bureau. 

- Promotional Materials and Activities

The Contractor shall design and conduct a promotional campaign to creatively 

assure that eligible persons including those in geographically dispersed regions 

attain and maintain knowledge of PHS services and how to access them as well 

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as reduce any stigma associated with mental health programs. To accomplish 

this, the contractor must provide PHSMEs who recognize and utilize a broad 

range of promotional methods, who partner with JFHQ personnel to create 

effective promotional events and strategies, and who have public speaking 

abilities that result in effective presentations to groups of managers and ANG 

members. Depending on needs, they also must be willing to travel within a 

geographic area of within a state or territory as well as nationally as highly

visible, well-identified representatives of the PHS throughout their assigned 

location. PHSMEs will be expected to travel to provide trainings, engage in 

promotional activities, take part in collaborative efforts with other supporting ANG 

Joint personnel, and consult with Commanders managers and other leaders.

The Contractor’s ongoing promotional campaign must be designed to ensure 

PHS awareness at all organizational levels. 

The promotional campaign is to be designed and submitted to the ANG COTR 

for approval within 60 days after contract award and updated annually thereafter.

To encourage utilization, the Contractor shall provide promotional materials that 

shall include, but not be limited to, brochures, posters, manuals, videos, 

bulletins, and other related items. The Contractor shall have ANG COTR 

approved promotional materials available in Spanish, as required by the ANG.

a. Bulletins

Within thirty (30) days of contract award, the Contractor shall submit to the ANG 

COTR for review a sample bulletins, hard copy and/or electronic versions. If the 

Government elects to have the Contractor develop and distribute bulletins, they 

shall be distributed to the PHSME quarterly through the website, a formatted 

diskette, or on the basis of one bulletin per employee plus ten (10) percent of the 

ANG units and wing population. The Contractor shall ship bulletins with an 

enclosed ANG transmittal document, to PHSMEs ten (10) days prior to the 

distribution dates of February 1, May 1, August 1 and November 1 each year of 

the contract.

b. Distribution

With the exception of bulletins, during the period of performance of the contract

and task orders, the PHSMEs shall distribute promotional materials. When the 

PHSME receives requests for materials from the ANG, the PHSME shall 

coordinate distribution within ten (10) days of the request. The Contractor shall 

also send the requested resource to ANG COTR via electronic transmission. 

(1) Promotional Materials Development

If requested, the Contractor shall work with the ANG COTR or designated 

representative to effectively customize information and design 

promotional materials. The ANG COTR will specify the Government 

names and logos to appear on promotional material. Under only very rare 

circumstances and with the approval of the Contracting Officer may the 

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Contractor’s corporate name appear on any of the promotional materials. 

The Contractor’s name, trademark, and/or logo shall not appear on any 

distributed materials unless specifically authorized in writing by the 

Contracting Officer. If the Government elects to have the Contractor 

develop promotional materials, the Contractor shall be requested to 

submit a proposal which will be negotiated at that time. 

(a) Brochures 

The Contractor shall distribute brochures to each PHSME on the 

basis of one brochure per ANG member plus an additional ten (10) 

percent of the population at the beginning of each contract year. 

Additional copies of brochures shall be distributed by the Contractor 

to PHSMEs or ANG POCs within ten (10) working days of any 

request.

 

(b) Posters

Posters shall be printed and distributed to PHSMEs on the ratio of ten 

(10) percent of the ANG population at the beginning of each contract 

year. Additional copies of posters shall be distributed by the 

Contractor to PHSMEs or ANG POCs within ten (10) working days of 

any request.

(c) Videos/DVDs

If requested, videotapes and/or DVDs will be designed and distributed; 

subjects will include the ANG Member Orientation and Awareness 

Training modules as well as pertinent clinical subjects and shall be 

distributed to the PHSME or ANG POC on the basis of one set of 

videotapes per request. 

d. Contractor Recommended Products 

The Contractor shall describe any other products and/or methods that they would 

recommend implementing to promote the PHS.

- Psychological Health Steering Committee

The PHSMEs will also work collectively to share best practices and convey 

additional information at the state and local level; the creation of a Psychological 

Health Steering Committee to communicate and advise Guard senior leadership 

at the national level. . 

In order to accomplish this, the Government expects the successful vendor to 

organize and sponsor such a venue initially after award and annually thereafter. 

This may be planned in conjunction with other Guard support program 

components.

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E. QUALIFICATIONS OF KEY PERSONNEL – SEE SECTION 2.

F. CONTINOUS QUALITY IMPROVEMENT (CQI)

The Contractor shall establish and maintain a comprehensive Continuous Quality 

Improvement (CQI) system for measuring, evaluating, and improving 

performance of clinical and administrative services provided under terms of the 

contract. ANG will be invited to participate in all CQI meetings, and will 

participate at the discretion of NGB/SG .

 

a. CQI Program Plan

Within thirty (30) days of contract award, the Contractor shall submit via 

electronic mail to the ANG COTR for review and approval, a written CQI 

Program Plan. The CQI Program Plan shall address items such as the structure 

of the CQI program, program intent and goals, and committee structure and 

composition. The plan should describe proactive approaches to maintaining 

and improving quality as well as what triggers follow-up on negative comments 

or indicators and the nature of that follow-up

The plan also must include specific procedures for maintaining and improving 

quality in all operational components, e.g., regarding ANG member satisfaction 

surveys. The plan should include, but not be limited to procedures for:

(1) Follow-up internally on all negative client satisfaction comments about 

the vendor’s process.

(2) Providing ANG with reports on follow-up on negative comments in (1) 

above and outlining how processes have been improved.

(3) Follow-up on comments that reflect negative clinical experiences and 

track these by PHSME and/or affiliate counselor. 

(4) Providing ANG with reports on follow-up on negative comments in (3) 

above and outlining how processes have been improved.

(5) Tracking complaints about PHSMEs and/or affiliates counselors and, 

if necessary, removing affiliate counselors from the network. 

(6) Providing ANG with reports on follow-up on negative comments 

in (5) above and outlining how processes have been improved.

(7) Recognizing and providing to ANG reports on persons or initiatives 

which received significant compliments, i.e., providing information to 

facilitate opportunities to build upon strengths, and reporting on individual 

and group performance recognition thus reinforcing positive work.

 

b. Annual CQI Work Plan

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Within thirty (30) days of the beginning of each fiscal year, the Contractor shall 

submit via electronic mail to the ANG COTR for review and approval, an annual 

CQI Work Plan. The annual plan shall include: key indicators identified to be 

measured and evaluated during the fiscal year (including those continued from 

the previous fiscal year); the standards/goal/benchmark for each item; data 

collection frequency; reporting time frame; data sources/methodology; actions in 

place for meeting the standard/goal/benchmark; and special studies and/or 

initiatives being followed for the new fiscal year. The Annual CQI Work Plan 

shall address client satisfaction; PHSME retention; telephone access; program 

utilization; ANG member record reviews; PHSME and affiliate counselor capacity 

ratings; PHSME and affiliate completion of data outcome fields; response to 

critical incidents; compliments and complaints; outcomes or other research 

studies; and other categories used to evaluate program quality and quality 

improvement needs.

c. CQI Reports 

Within fifteen (15) days after the end of the quarter (or at other intervals as 

determined by ANG), the Contractor shall submit CQI reports via electronic mail 

to the ANG COTR. Reports include:

(1) Status of key indicators against the standards or baselines, actions 

developed to improve performance, and results of those actions.

(2) Narrative and statistical reports for up to fifteen (15) states/territories 

to be identified by ANG.

(3) Training evaluations and ANG member satisfaction surveys and 

statistical analyses.

(4) Upon request by the ANG COTR, the Contractor shall submit a report 

to the ANG COTR that provides a breakdown of estimated costs to 

provide specific services, services in specific geographic areas, and/or 

services to specific states/territories.

(5) The Contractor shall provide a monthly report that details PHSME and 

affiliate counseling activity including number of sessions (per ANG 

member and family member) and number and hours of training per 

state/territory delivered by PHSMEs. In this report, the Contractor shall 

also list any other services provided during the quarter. This report will 

be incorporated with the monthly billing voucher.

d. Annual Work Plan Evaluation

Within thirty (30) days of the end of the fiscal year, the Contractor shall submit 

via electronic mail to the ANG COTR an annual Work Plan Evaluation CQI 

report. This report will include key indicators, standards, evaluation of annual 

performance against the standards, summary of actions taken to improve 

performance, and the results of those actions.

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e. Site Visit Quality Reviews

The Contractor shall cooperate fully with ANG site visits to PHSME and/or 

affiliate counselor offices. These reviews will normally be scheduled in advance 

at mutually agreeable times, and prior to the site visits ANG will provide the 

Contractor with the criteria to be used in the site visit process. ANG reserves the 

right to perform reviews without scheduling in advance. The Contractor shall 

respond in writing to the written ANG site visit report within fifteen (15) business 

days of the receipt of the report. The Contractor shall develop and implement 

actions plans with ANG concurrence to address quality improvement needs in a 

timely manner.

The results of these reviews will be discussed with the PHSME and the . The 

Contractor shall be expected to receive an acceptable rating on these reviews. 

 f. Third-Party Evaluator

When requested by ANG, the Contractor shall cooperate fully with an external 

third-party evaluator who shall be selected by ANG.

 g. Contractor Recommended CQI Methods

The Contractor shall describe as part of their proposal, specific methods for 

continuous quality improvements proposed to ensure consistent, quality 

performance in all spheres of operation, e.g., day and after hours service, 

affiliate counselor and PHSME performance, information system, report 

generation, ANG member/supervisor or Commander consultation, and general 

customer service.

- ANG PHSME OPTIONAL SERVICES 

 

ANG Optional Services provide the ANG and each state or territory the option to 

select, from among the services listed below, individual stand alone services 

needed to fill gaps in services to meet needs identified by the Government.

Offerors are requested to provide, as part of their proposal, a description of what 

services they offer to provide related to each of the following topics, what 

additional services they offer to provide as of the first day of service delivery 

under the contract, and what they commit to doing to ensure that the services 

provided over the life of the contract remain consistent with the Contractor’s 

commercial services offered to others, industry standards, legal decisions, and 

customer needs:

 1. Stand-alone Drug Free Workplace Services

Stand-alone Drug Free Workplace Services including Substance Abuse 

Professional Services are provided to meet the needs of the Air National Guard 

in a variety of circumstances such as when there is need for this service to be 

separate from the counseling services. The Contractor is required to perform 

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these stand-alone services consistent with the requirements established for 

delivery of Substance Abuse Professionals Services.

 

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

 2. Stand-alone Behavioral Health Education and Training Services 

Stand-alone Behavioral Health Education and Training Services, both on-site 

and through distance learning, including development and/or presentation using 

various techniques, media, and means of communication are provided to 

promote awareness and understanding of behavioral health principles that 

contribute to a healthy lifestyle as ways of preventing and ameliorating a variety 

of personal problems that negatively affect performance and conduct on the job. 

A variety of approaches are important because people learn in different ways 

and because the ANG has a widely dispersed workforce who needs to be treated 

in an equitable manner regardless of where they are located. 

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

3. Stand-alone Targeted Assessment, Screening and Referral Services 

 

Stand-alone Targeted Assessment, Screening and Referral Services are 

provided for selected discrete types of personal problems such as TBI, PTSD, 

alcohol or depression. These targeted services typically are elected when an 

ANG Commander perceives that significantly more members are affected by the 

selected problems than are addressing the problem through other existing 

services. A variety of methodologies may be employed in providing this service 

encompassing health awareness and promotional campaigns, easily accessible 

and confidential screening methodologies such as internet access links, 

professionally valid screening instruments, interpretation of results, consultation 

with participants, and effective referral to qualified sources of assistance when 

needed. 

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

 4. Stand-alone Preventive and Intervention Services 

Stand-alone Preventive and Intervention Services are provided based on results 

of a variety of assessments, e.g., surveys of health and productivity within a 

given ANG state/territory workforce. At ANG’s discretion, the vendor will conduct 

assessments including but not limited to surveys. This is a proactive approach to 

identifying specific productivity problems of prevalence sufficient to warrant 

prioritization of resources to address these problems. 

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

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 5. Stand-alone Behavioral Health Return to Work Services 

Stand-alone Behavioral Health Return to Work Services are provided to extend 

to all members who have been off work because of illness or injury, services 

based on the concepts of effective return to work counseling that are practiced 

within the psychological health services. These services utilize a behavioral 

health approach to promoting an effective transition back to civilian status and 

help reduce additional issues associated with return to work concerns.

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

 6. Other stand-alone PH Optional Services 

Other stand-alone PH Optional Services are an extension of PH services 

provided to fill gaps in services, and to provide a more complete solution to 

meeting the Air National Guard’s psychological health needs. These services 

may involve any service that requires special emphasis to meet ANG members, 

state’s or territory’s needs. 

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

7. Web Based Services and Tele-psych Health Capabilities

Internet-based counseling services recognize the increasing reliance on the 

internet as a source of information and communication. Website services 

complement the traditional mental health services by providing a "self serve" 

option that enables any ANG member to obtain accurate information and help on 

sensitive issues. In performance of this requirement, the Contractor may provide 

all necessary personnel, infrastructure, and technical support to implement and 

maintain a comprehensive, professionally accurate, and user friendly website 

and counseling services for ANG personnel. The Website must be compliant 

with Section 508 of the Rehabilitation Act of 1973, as Amended 29 U.S.C. 794 

(d).

 a. Contractor Services

Offerors must describe, as part of their proposal, the access and navigational 

procedures required of users, and the depth and breadth of web-based services 

and counseling offered for use as of the effective date of service delivery under 

the contract. Also as part of their proposal, the contractor must describe 

procedures and timeframes for updating and refreshing the website, and a time 

delineated plan for meeting all the ANG preferences for web-based services as 

described in “b.” below. Additionally, as part of this time delineated plan, the 

contractor may propose further enhancements, alternative features, or other 

means of fully and effectively serving employees and family members through 

the website. The Contractor shall also partner with ANG to ensure the website 

content and tele-psych health counseling is appropriate for the ANG.

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Any material contained on this website is understood to have been developed at

private expense by the Contractor and its subcontractors and constitutes limited 

rights/data/restricted computer software consistent with the provisions of FAR 

52.227-14. Access to this website, tele-psych health counseling and its links 

may be authorized under this contract. Use of this website services conveys no 

additional rights beyond those noted in the contract.

The Government reserves the right to require that the Contractor remove 

materials from the website. 

 b. ANG Preferences 

(1) On-Line Library

The Contractor shall have a comprehensive on-line library that enables 

employees to view and print professionally accurate informational, 

educational, and health and wellness promotional resources on a variety of 

psychological health/mental health related topics. The Contractor shall 

maintain an up-to-date library of current information through regularly 

scheduled content refreshment.

(2) Self-Assessment Tools

 The Contractor shall have self-assessment tools for each category of 

personal problems for which self-assessment is useful, e.g., Traumatic brain 

injury (TBI), post traumatic stress disorder (PTSD) alcohol and other drugs, 

depression, anxiety, self-esteem, relationship satisfaction, Type A 

personality, etc. These instruments or links shall ask questions, summarize 

responses, and provide recommendations for addressing problems.

(3) Self Guided Skill Enhancement Tools

The Contractor shall have a robust set of skill enhancement tools to help 

employees manage certain conditions or situations, e.g., stress 

management, resiliency, dealing with difficult people, coping mechanisms 

etc. These tools must be updated and refreshed on a regularly scheduled 

basis.

(4) Counseling

The Contractor may be required to provide live counseling sessions on an as 

needed basis and at times pre-approved by the ANG COTR. The Contractor 

shall advertise any such capability to ANG members through the website 

and/or electronic mail. The rules for tele-psych health counseling use shall 

be guided by the ANG COTR.

(5) Support Groups

The Contractor may be required to provide live counselor facilitated support 

groups on a variety of mental health topics as participation warrants and at 

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times pre-approved by the ANG COTR, e.g., recovering from TBI, PTSD, 

alcohol, gambling, drugs, etc. The Contractor shall advertise the availability 

of any such support groups to ANG members through the website and by 

electronic mail.

 

(6) Supervisor/Commander Links

The Contractor shall provide separate supervisor/commander links that are 

designed to provide training on supervisory related issues. These sites shall 

include online interactive training and will allow managers and commanders 

to learn at their own pace and participate on demand. Managers and 

leadership shall also be able to schedule consultation appointments with 

psychological health professionals.

(8) Question and Answer Service (Tele-psych health)

The Contractor shall include on the Website a readily apparent and easily 

understood means for ANG members and family members to ask questions 

via the Website for responding to ANG member behavioral health questions 

related to a wide variety of mental health topics. Counselors shall provide 

answers to ANG member questions within one (1) business day unless the 

message is of an emergent nature. Questions that are emergent in nature 

shall be responded to immediately. 

(9) Resource Links To Other Websites

ANG shall provide a link to the Contractor provided psychological health 

website, and the Contractor shall include links to the ANG and respective 

DoD resource websites and to other relevant mental health and personal 

development resources. Whenever feasible the links to other Government 

related websites may be included.

The Contractor must describe, as part of their proposal, what due diligence 

processes will be conducted to ensure the trustworthiness and 

appropriateness of other websites linked from the Contractor’s website. This 

description must include processes prior to establishing links to other 

websites and ongoing processes throughout the time links are active.

 

(10) Website Branding and Page Customization

 The Contractor shall provide for flexibility in website branding including:

 

(a) The Contractor shall brand the website for ANG to allow for seamless 

integration of the Contractor's system with ANG/DoD. ANG would 

provide the branding information including web templates and all 

associated graphics, 

(b) The Contractor shall customize selected website pages to meet 

ANG member’s needs.

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(11) Website Access

The Contractor shall provide easy entrance to the website through an 

authorizing code that will be provided to ANG members. Members must view 

the entrance and navigational process as user-friendly and not as 

a deterrent to use of the website. User-friendly features include ability to 

select an option from the first website page that allows them to proceed and 

have full access to the website without registering or providing additional 

information. If the user elects to register, e.g., to enable the Contractor to 

alert them to new information on topics of special interest to the user, then 

the user will be alerted to the availability of the new information when the 

user next accesses the first page of the website. 

(12) Website Privacy

The Contractor shall maintain the privacy and confidentiality of website users 

including adherence to the following privacy guidelines:

(a) The Contractor shall not make the list of site members or users 

available to any third parties without the written permission of NGB/SG.

(b) For tele-psych health counseling services, all rights, privileges, 

applicable laws and regulations required for face to face counseling apply 

to tele-psych health counseling.

(c) For services offered via the website that "push" content, e.g., bulletins 

or mass electronic mailings, members shall have the option of opting out 

of the service.

(d) ANG owns all customer organization and employee membership 

information and all site logs. When requested by the Project Officer, the 

Contractor shall provide the ANG COTR with membership information 

and site logs.

(e) The Contractor must treat any Government-provided ANG/DoD or 

ANG member information as proprietary. Such information may only be 

used for the purposes of supporting this contract. Under no 

circumstances should this information be shared with any third parties 

without the written permission of the NGB/SG. 

 

(13) Website Advertisements

Neither sites branded for ANG/DoD, nor program content elected as an 

option under this contract may contain advertisements from the Contractor 

or company. All advertisements and links to other websites that contain 

advertisements must have the prior approval of NGB/SG.

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(14) Reports

The Contractor shall submit website and tele-psych health counseling 

utilization reports with the contents mutually agreed upon by the Contractor 

and ANG COTR. Quarterly and annual reports to be submitted via electronic 

mail to the ANG COTR, within fifteen (15) business days of the end of the 

reporting period.

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

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Attachment 1

Site Locations: ANG Wing Psychological Healthcare SME Distribution

There are 54 states and territories with a total of 89 projected units that will require a 

contract employee at the time of award. The distribution of contractor employees will be 

coordinated by the ANG COTR with the contractor after award. All states and territories 

will eventually be provided with a PHSME under this contract. The goal is to fill those 

units with the high stress missions first and then prioritize them in order by the number 

of suicide occurrence at each Wing. The number of states requiring a contractor 

employee may increase or decrease during the life of the contract, depending on 

mission within the states. 

ANG Wing Psychological Health Program Manager Distribution: 

1. Missions with high stress:

a. UAS (RPA): 

• 174 Syracuse NY

• 147 Ellington TX

• 163 March ARB, CA

• 119 Fargo, North Dakota 

• 162 Tucson, AZ

2. Bases with >2 suicides 2005-2009: 

• 159 New Orleans, LA

• 175 Baltimore, MD

• 151 Salt Lake City, UT

• 124 Boise, Idaho

• 138 Tulsa, OK

• 148 Duluth, MN

• 153 Cheyenne, WY 

• 176 Kulis, AK

• 185 Sioux City, IA

• 139 St. Joe, Ms

• 173 Klamath Falls, OR

• 167 Martinsbury, WV

• 187 Montgomery, AL

• 152 Reno, Nevada

3. Bases with >300 deployers in 2009: 

• 130 Charleston, SC

• 138 Tulsa, OK

• 148 Duluth, MN

• 193 Middletown, PA

4. Bases with Air Evac Mission:

• 146 AES Channel Island, CA

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• 187 AES Cheyenne WY

• 109 AES Minneapolis, MN

• 139 AES Scotia, NY

• 142 AES New Castle, DE

• 167 AES Martinsburg, WV

• 156 AES Charlotte, NC

• 118 AES Nashville, TN

• 183 AES Jackson, MS

• 137 AES Oklahoma, OK

*All other ANG bases will have a Wing Psychological Health Program Manager 

position filled after the above positions are established. 

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Attachment 2: Training

 

 ANG 101 Orientation Training – Sponsored by NGB

DOD Automated Neuropsychological Assessment Metric (ANAM) program

USAF Suicide Prevention Program

USAF Suicide event reporting of the Department of Defense Suicide Event Report 

(DoDSER)

USAF Resiliency Program (when fielded)

DoD and AF Policy for Alcohol and Drug Abuse and Sexual Abuse prevention programs

Yellow Ribbon referral

Military One sources referral

Veterans Administration referral

USAF Front Line Supervisor course

USAF Family Assistance Programs

State Director Psychology Health and Transition Assistance Advisor programs

Other psychological health and medical DoD, NGB and AFI references/programs

Wingman Program

Telemental Health Initiatives 

Defense Transition Centers and ANG medical referrals

DoD and AFI initiatives for post traumatic stress (PTS) and traumatic brain injury (TBI)

Community Action Information Board (CAIB) management

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PROGRAM MANAGER PWS

ANG PSYCHOLOGICAL HEALTH PROGRAM 

STATEMENT OF WORK (SOW)

SECTION I:

A. TITLE – ANG Psychological Health Program Manager for Wing Psychological Healthcare Subject 

Matter Experts (PHSME)

B. INTRODUCTION – Psychological Health Services capability has been non-existent at Air National 

Guard Wings for a number of years. With new psychological health initiatives being implemented 

throughout DoD and the Armed Services, these support services will now be offered to 107,000 Air 

National Guard members and their families throughout the U.S., including the Pacific Islands, Puerto Rico 

and the Virgin Islands. These services are tailored and delivered according to the psychological health 

needs of each individual through various combinations of mental health resource identification, 

communication of applicable benefits and other counseling services within DoD, state and military system 

framework, as well as through Military OneSource (MOS). The services of a psychological health 

manager, with previous military experience and background, are essential in order to assist the ANG 

Director of Psychological Health accomplish the ANG’s mission of providing psychological health support 

to all Air National Guard members and their families.

 

C. SCOPE/OBJECTIVE – Primary connectivity to all 89 ANG Wing PHSMEs and Project Officers to provide 

guidance and oversight on all DoD, AF, ANG and State psychological health programs and training. To provide 

technical and administrative support to the various USAF and ANG psychological, behavioral and public health 

programs. To coordinate and provide assistance to the ANG Wing PHSMEs and their units with regards to the 

psychological health program policies and directives, program implementation tracking and reporting, and act as 

the liaison between the field, the State Directors of Psychological Health, and the Air National Guard Medical 

Services Directorate. 

SECTION II:

A. TECHNICAL REQUIREMENTS – The following are the minimum qualifications necessary for 

performance of the work (i.e., experience, education).

-- Intensive knowledge of the DoD, AF, NGB, ANG, Federal and State Behavioral Health Programs, operating 

policies, practices, procedures, and regulations to provide information about the program’s services, 

requirements, and procedures, and participate in the development of action plans for the ANG Preventive 

Medicine and Psychological Health programs.

-- Knowledge of all psychological health resource and referral sources to assist ANG Units and State Directors of 

Psychological Health on DoD, AF, ANG, and National Behavioral Health Resources.

-- Knowledge and understanding of a wide range of staff concepts, policies, management/organizational 

techniques, and military command and ANG military organizational process.

-- Knowledge of the nature and capability of word processing software procedures and function keys to perform a 

substantial range of functions, such as generating tables of contents, importing graphs or databases, creating 

glossaries, aligning multiple columns, automatically printing document identification or other notations at the top 

or bottom of each page, and creating form letters and automatically merge these with mailing lists.

-- Knowledge of Microsoft Office suite of products, i.e. MS Outlook, Access, Excel and Word

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-- Knowledge of spelling, arrangement, grammar, and required formats for the purpose of identifying and 

correcting grammatical errors in material to be typed. 

- Knowledge of implementing, developing, and managing psychological health programs and personnel in a 

federal or state system.

-- Skill in performing and completing a variety of concurrent assignments.

-- Skill in developing an education and training curriculum with learning objectives and outcome reports.

-- Skill in verbal and written communications.

--Knowledgeable of HIPPA and Privacy Act legislation.

B. SPECIFIC TASKS/DELIVERABLES - The following tasks shall be performed independent of 

Government supervision, direction, or control:

Task 1: 40% Critical

Provides administrative management of the ANG psychological health programs. Member will 

coordinate with the ANG Director of Psychological Health and Chief, Public Health and Prevention Branch 

for the overall management of ANG psychological health programs. Interprets, translates and provides 

recommendations on written or expressed DoD, AF, NGB or ANG psychological health and preventive 

medicine policy to assist units and the NGB/SG office in resolving NGB and ANG unit psychological health 

policy, directives, and concerns. Acts on behalf of the NGB/SG for all issues related to the management 

and administration of psychological health programs within the ANG. Must meet all credentialing 

requirements in accordance with NDAA 708, DoD Policy for mental health screening and must perform 

mental health screening in accordance with DoD and USAF policy for personnel returning from 

deployments. Will act as the ANG Technical Advisor in all matters pertaining to the hiring process and 

training of all 89 Wing DPHs. Through the ANG COR, member will act as the liaison between the 

contractor, Wing project officers for all inquiries pertaining to DoD, AF, NGB, ANG, and Wing 

psychological health programs. Answers inquiries and provides information and referral networks for ANG 

units, MAJCOMS, HQ USAF, AFMOA, State and Territorial Directors of Psychological Health and other 

DoD components concerning psychological health administration, policy, and current projects being 

evaluated through NGB/SG as it relates to the ANG.

Task 2: 25% Critical

Administers, tracks, and analyzes data associated with ANG psychological health and deployment 

programs. Member will collect, analyze and report ANG psychological health data to appropriate State 

JTF, NGB leaders, AF, and DoD, as necessary. Data will include but not be limited to Automated 

Neuropsychological Assessment Metrics (ANAM), ANG DODSER regarding suicide statistics, Community 

Action Information Board (CAIB), Suicide Mitigation programs and training statistics, Substance Abuse 

Prevention and Surveillance programs, Domestic Violence Prevention programs, Post Deployment Health 

Assessment and Post Deployment Health Reassessment statistics and data related to preventive 

medicine and psychological health programs. Reviews data, reports data and provides State, NGB, AF, 

and DoD working groups and leaders with information pertaining to the ANG psychological health 

programs. Establishes processes of continuous submission and analysis of data for the purpose of 

reporting the number of cases, events, status and potential trends affecting the mental health readiness of 

the ANG workforce for operational readiness. Will disseminate best practices, lessons learned, and 

funding status for the Wing Psychological Healthcare program, as requested, to the Director, Air National 

Guard, the NGB/SG, the ANG MDG/CCs, DoD, and AF as required by DoD, AF, State, and ANG policy 

and directives.

Task 3: 25% Critical

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Coordinates with the Director of Psychological Health in the development and implementation of 

behavioral health outreach and prevention, resources, referrals, training, and treatment programs for 

ANG members their family, and units seeking assistance with behavioral health referrals and programs. 

Actively participates in the development of action plans for ANG psychological health and public health 

programs. Markets a wide range of prevention and psychological health programs to first sergeants, 

commanders, and other base officials. Works with State, Territorial, and WG Directors of Psychological Health, 

WG chaplains, medical personnel, and Family Support Agencies to develop and implement DoD, NGB, and AF 

psychological health programs at ANG facilities. Plans activities to assist with psychological health issues 

related to deployments for ANG deploying personnel and their families. Assists in establishing and marketing 

resources and referral services and strategies for using DoD, AF, VA, DCoE, and private behavioral health 

services at the ANG unit level. Briefs NGB Leadership/Directorates, DoD, AF, and civilian community agencies 

on ANG behavioral health programs. Furthermore, keeps abreast of ANG’s roles, responsibilities and 

compliance with DoD and AF directives and policies. Assists ANG with building partnerships with state and local 

governments, Veterans Service Organizations (VSOs), Federal, State and local Mental Health agencies, nonprofit organizations, and other public and private entities.

Task 4: 5% Critical

Provides behavioral health training and referral programs for ANG leadership, ANG units, Psychological 

Healthcare SMEs, ANG members and their families designed to reduce psychological health risks including 

self-harm, maltreatment of significant others, workplace violence substance misuse and other factors that may 

affect the psychosocial health of the ANG community. Typical program development topics include: suicide 

awareness, domestic violence, substance abuse, parenting skills, stress management and other behavioral 

change management. Gathers training resources and information, develops training plans, markets training, 

assists in arranging speakers and training facilities and conducts training sessions with prospective facilitators. 

Member shall also be responsible for preparing and conducting week-long ANG orientation training for all newly 

hired Wing PHSMEs. In addition, member shall also participate with the NGB/SG Staff in preparing course 

outlines and briefings for any scheduled training forums, unit visits or other speaking engagements.

Task 5: 5% Critical

Prepares agenda for meetings, compiles statistical data, and prepares a variety of recurring reports. 

Develops the team meeting agendas. Tracks suicide prevention, maltreatment and other behavioral health 

program data, prepares reports, and participates in writing narrative interpretations of analyses. Coordinates 

with personnel at major command and/or AFMOA to meet various reporting requirements. Establishes and 

maintains meeting notes and follows up with meeting recommendations.

SECTION III:

A. SECURITY – Due to the nature of this position and matters dealing with patient confidentiality as well 

as accessing the NGB network and emails, a minimum of a Secret security clearance is required for this 

position. The effort is unclassified. The contractor placed in this position must meet all these 

requirements including a background check from a DoD agency or National Agency Check (NAC). In 

addition, contractor must be able to obtain a Common Access Card (CAC) to access the NGB Network 

and email server.

B. PLACE AND PERIOD OF PERFORMANCE, WORK DAYS, AND TRAVEL 

 

a. Place of Performance. Except otherwise specified in this SOW, all work will be performed at 

NGB/SG Directorate, 3500 Fetchet Ave, Joint Base Andrews, MD 20762 or current NGB/SG 

Directorate office location. 

b. Period of Performance. The period of performance shall be from the effective date of the 

delivery order through the following 12 months with an option of 1 year. 

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c. Estimated Work Days. Estimate the number of working days for contractor: 5 days (full 

time)/week with on-call availability for emergencies.

 

d. Estimated Travel. Trips are contemplated as follows: 1 trip annually to the Readiness 

Frontiers/HITECH training conference by the ANG Psychological Health Program Manager with 

the Director of Psychological Health sponsored by NGB/SG. 5 -10 local meetings and 

conferences within the national capital region (NCR) pertaining to DoD, NGB, and AF 

Psychological Health, and other DoD related meetings. 1-5 unit visits as mission allows and 

directed by the NGB/SG Psychological Health Project Officer. Estimated total cost of travel: 

$25K

 

C. PROJECT MATERIALS & GOVERNMENT FURNISHED EQUIPMENT (GFE) - For tasks where the 

work is performed at this Government installation, the government shall provide the following materials to 

include but not limited to:

a. Office space – Desk and chair where the contractor will perform day to day functions under this 

statement of work.

b. PC/Desktop computer – will be provided to the contractor for official use only (FOUO) in the 

performance of the functions stated in this SOW. Contractor will be required to sign out 

government property for use and will be required to return all GFE’s upon termination of 

employment or contract obligation.

c. Office environment – shall be adequately lighted and climate controlled to facilitate a 

ergonomically safe environment for work

 d. Office Supplies – postage, bond paper, writing instruments, etc. will be provided by 

 the government

D. QUALIFICATIONS OF KEY PERSONNEL – (SEE ATTACHED POSITION DESCRIPTION)

E: CQI PLANS/REPORTS: Based on Tasks 1 – 5, these minimum standards must be adhered to

a. Thoroughly knowledgeable with the policies, practices, procedures and regulations of ANG, AF, 

NGB and other DoD Psychological Health Programs. 

b. Adequate management and oversight of all Wing DPHs.

c. Typically assesses and advises regarding inquiries from ANG units, AF, NGB, DoD and other 

sources regarding policies, practices, procedures and regulations.

d. Provides contacts with effective basic consultation services and thorough and accurate 

information.

e. Fluency regarding ANG, AF, NGB and DoD policies, practices, procedures and regulations related to 

psychological health.

f. Collect and enter information regarding psychological health programs.

g. Perform elementary statistical analysis on collected data.

h. Typically researches and collects appropriate training resources and information from a variety of 

venues in preparing for training programs.

i. Effectively markets training programs to accomplish the purposes for which they were designed

j. Typically will follow-up with speakers and facilities regarding the effectiveness of completed 

behavioral health training programs.

k. Regularly develops accurate agenda for meetings.

l. With few exceptions, actively participates in writing narrative interpretations of analyses.

m. Overall demeanor, behavior and professionalism is displayed at all times.

n. Generally establishes and maintains meeting notes in an effective manner.

F. REPORTING REQUIREMENTS 

a. All specific reports pertaining to this contract as required by the COR. 

b. A final report summarizing the work performed and the results and conclusions derived shall 

be submitted to the COR and to the prime contractor within thirty days after the end of the contract 

period of performance.

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G. RESTRICTIONS & SPECIAL REQUIREMENTS – There are no known existing or potential conflicts of 

interest associated with this task. The contractor selected for this task must have completed or certified in 

HIPAA and Privacy Act regulations. 

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UNIT LOCATIONS

UNIT ADDRESS CITY, STATE HOURS HOST BASE

101 MDG 109 Pesch Cir Ste 423 Bangor ME 04401-3066 M-F 0730-1600 Hanscom

102 MDG 149 Granville Ave / Pkgs: 158 Reilly St Otis ANGB, MA 02542-1319 M-F 0600-1630 Hanscom

103 MDG 100 Nicholson Rd E Granby CT 06026-5000 T- F 0700-1630 Hanscom

104 MDG 175 Falcon Dr Barnes ANGB Westfield MA 01085-1482 M-F 0730-1700 Hanscom

105 MDG 1 Maguire Way Stewart ANGB Newburgh NY 12550-5042 M-F 0730-1600 McGuire

106 MDG Francis S Gabreski Airport, 150 Riverhead Rd W Hampton Beach NY 11978 M-F 0630-1730 McGuire

107 MDG 9905 Blewett Ave Niagara Falls NY 14304-6003 M-F 0700-1630 Wright-Patterson

108 MDG 3466 Neely Rd McGuire AFB NJ 08641-5406 M-F 0700-1700 McGuire

109 AES 641 Spitfire Ave St Paul MN 55111-4122 M-F 0615-1600 

109 MDG 1 Air National Guard Rd Scotia NY 12302-9752 M-F 0630-1600 McGuire

110 MDG 75 Phantom Ave Battle Creek MI 49015-5513 M-F 0630-1700 Wright-Patterson

111 MDG 1120 Fairchild St Willow Grove ARS PA 19090-5236 M-F 0700-1630 McGuire

113 MDG 3252 E Perimeter Rd AAFB MD 20762-5011 M-F 0700-1630 Andrews

114 MDG 1201 W Algonquin Sioux Falls SD 57104-0264 T-F 0645-1730 Offutt

115 MDG 3110 Mitchell St Madison WI 53704-2591 M-F 0630-1600 Scott

116 MDG 100 Page Rd., Ste 101, Bldg 207 Robins AFB, GA 31098-1600 M-F 0700-1730 Robins

117 MDG 5401 East Lake Blvd Birmingham AL 35217-3545 T-F 0700-1730 Maxwell

118 AES 240 Knapp Blvd Nashville TN 37217-2556 M-F 0700-1530

118 MDG 240 Knapp Blvd Nashville TN 37217-2556 M-F 0700-1530 Columbus

119 MDG 1400 32th Ave N Fargo ND 58102-1051 M-F 0700-1630 Grand Forks

120 MDG 2800 Airport Ave B Great Falls MT 59404-5570 M-F 0700-1630 Malstrom

121 MDG 7370 Minuteman Way Columbus OH 43217-1161 M-F 0730-1600 Wright-Patterson

122 MDG 3005 Ferguson Rd Ft Wayne IAP IN 46809-0122 M-F 0700-1630 Wright-Patterson

123 MDG 1101 Grade Lane Louisville KY 40213-2660 T-F 0700-1700 Wright-Patterson

124 MDG 3787 Aeronca St, Bldg 668 Boise ID 83705-8006 M-F 0730-1630 Mounain Home

125 MDG 14300 Fang Dr, Bldg 3 Jacksonville FL 32218-7933 T-F 0630-1630 Moody

126 MDG 310 W Losey St Scott AFB, IL 62225-5250 M-F 0700-1630 Scott

127 MDG 43401 N Jefferson Ave, Bldg 825 Selfridge ANGB MI 48045-5266 M-F 0715-1700 Wright-Patterson

128 MDG 1723 E Grange Ave Milwaukee WI 53207-6134 T-F 0900-1530 Scott

129 MDG PO Box 103/MS 27 / Pkgs: 685 Vernon Ave Moffett Fed Airfield CA 94035-1528 M-F 0730-1600 Travis

130 MDG 1679 Coonskin Dr Charleston WV 25311-1023 T-F 0700-1630 Wright-Patterson

131 MDG 10800 Lambert Int'l Blvd, Stop 17 Bridgeton MO 63044-2371 M-F 0700-1600 Scott

132 MDG 3100 McKinley Ave Des Moines IA 50321-2799 T-F 0700-1730 Offutt

133 MDG 642 Hercules Ave St Paul MN 55111-4102 M-F 0615-1600 Scott

134 MDG 420 Post Ave McGhee Tyson ANGB TN 37777-6223 T-F 0700-1630 Shaw

136 MDG 1740 Eisenhower Ft Worth TX 76127-1138 T-F 0630-1715 Sheppard

137 AES 5550 Air Guard Dr Oklahoma City OK 73179-1011 M-TH 0630-1700

137 MDG 5600 Air Guard Dr Will Rogers ANGB OK 73179-1090 M-TH 0630-1700 Tinker

138 MDG 9121 E. Mustang St. Suite 101 Tulsa OK 74115-1014 M-TH 0700-1730 Tinker

139 AES 1 ANG Road, Scotia NY 12302-9752 M-F 0730-1600

139 MDG 705 Memorial Dr St Joseph MO 64503-9307 M-F 0730-1600 Whiteman

140 MDG 275 S Aspen St Aurora CO 80011-9547 T-F 0615-1700 Buckley

141 MDG 1401 W Wainwright Blvd Fairchild AFB WA 99011-9500 M-F 0630-1600 Fairchild

142 AES 2600 Spruance Dr Corporate Common New Castle DE 19720-1615 M-F 0700-1630

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142 MDG 6801 NE Cornfoot Rd Portland OR 97218-2743 M-F 0700-1530 Beale

143 MDG 1 Hercules Drive North Kingstown RI 02852-7502 T-F 0700-1730 Hanscom

144 MDG 5323 E McKinley Ave Fresno CA 93727-2199 M-F 0700-1630 Beale

145 MDG 4930 Minuteman Way Charlotte NC 28208-3866 M-F 0730-1600 Shaw

146 AES 106 Mulcahey Dr, Bldg 106 Port Hueneme CA 93041-4001 M-F 0800-1730

146 MDG 107 Mulcahey Dr, Bldg 107 Port Hueneme CA 93041-4013 T-F 0700-1730 Vandenberg

147 MDG 14657 Sneider St Houston TX 77034-5582 T-F 0630-1700 Lackland

148 MDG 4680 Viper St Duluth MN 55811-6033 M-F 0730-1600 Grand Forks

149 MDG 110 Hensley St. Suite 1 Lackland AFB TX 78236-0102 M-F 0630-1600 Lackland

150 MDG 2251 Air Guard Rd SE Kirtland AFB NM 87117-5875 M-F 0730-1600 Kirtland

151 MDG 765 N 2200 W, Bldg 303 Salt Lake City UT 84116-2999 M-T 0600-1430 Hill

152 MDG 1776 National Guard Way Reno NV 89502-4415 M-F 0730-1700 Beale

153 MDG 217 Dell Range Blvd Cheyenne WY 82009-4799 M-F 0700-1630 F.E. Warren

154 MDG 360 Harbor Dr Hickam AFB HI 96853-5517 M-F 0600-1530 Hickam

155 MDG 2411 W Butler Ave Lincoln NE 68524-1897 M-F 0730-1630 Offutt

156 AES 5225 Morrisfield Dr Charlotte NC 28208-5769 M-F 0730-1600

156 MDG 200 Jose A(Tony) Santana Ave Carolina PR 00979-1514 M-F 0730-1600 Macdill

157 MDG 302 New Market St Pease ANGB NH 03803-0157 M-F 0700-1630 Hanscom

158 MDG 10 Falcon St S Burlington VT 05403-5864 M-F 0730-1630 Hanscom

159 MDG NAS JRB 400 Russell Ave Box 27 New Orleans LA 70143-5077 M-F 0700-1800 Keelser

161 MDG 3200 E Old Tower Rd Phoenix AZ 85034-7263 M-F 0630-1600 Luke

162 MDG 1670 E Perimeter Way Tucson AZ 85706-6085 M-F 0615-1500 Davis-Mothan

163 MDG 1485 Graeber St Ste 9 March Field CA 92518-1717 M-F 0730-1615 Edwards

164 MDG 4607 Galaxy Dr / Pkgs: 4593 Swinnea Rd Memphis TN 38118-7101 M-F 0715-1545 Little Rock

165 MDG 1401 Robert B Miller Jr Dr Garden City GA 31408-9001 M-F 0700-1600 Charleston

166 MDG 2600 Spruance Dr Corporate Commons New Castle DE 19720-1615 M-F 0700-1630 Dover

167 AES 222 Sabre Jet Blvd Rm 107 Martinsburg WV 25405-7704 T-F 0700-1700

167 MDG 222 Sabre Jet Blvd Martinsburg WV 25405-7704 T-F 0730-1630 Andrews

168 MDG 2680 Flightline Ave / Pkgs: 2126 Central Ave EAFB AK 99702-1730 M-F 0700-1530 Eielson

169 MDG 1325 S Carolina Rd Ste 11 Eastover SC 29044-5011 M-F 0730-1700 Shaw

171 MDG 300 Tanker Rd Coraopolis PA 15108-4225 M-F 0700-1600 Wright-Patterson

172 MDG 141 Military Dr # 13 Jackson MS 39232-8876 T-F 0700-1630 Keelser

173 MDG 211 Arnold Ave, Ste 15 Klamath Falls, OR 97603-2111 M-F 0700-1600 Beale

174 MDG 6001 E Molloy Rd Syracuse NY 13211-2100 M-F 0700-1630 Langley

175 MDG 2701 Eastern Blvd Baltimore MD 21220-2899 T-F 0630-1700 Andrews

176 MDG 5005 Raspberry Rd Bldg 24 Anchorage AK 99502-1982 M-F 0700-1630 Elmendorf

177 MDG 400 Langley Rd Egg Harbor Twp NJ 08232-9500 M-F 0630-1700 McGuire

178 MDG 5215 Fontaine Ln, Springfield-Beckley MAP Springfield OH 45502-8789 M-F 0645-1630 Wright-Patterson

179 MDG 1947 Harrington Memorial Rd Mansfield OH 44903-8049 T-F 0630-1700 Wright-Patterson

180 MDG 2660 S Eber Rd Swanton OH 43558-9645 M-F 0645-1730 Wright-Patterson

181 MDG 888 E Vanatti Cir Terre Haute IN 47803-5020 M-F 0700-1630 Wright-Patterson

182 MDG 2416 South Falcon Blvd Peoria IL 61607-5004 M-F 0630-1600 Scott

183 AES 141 Military Dr, Box 5 Jackson MS 39232-8870 M-F 00700-1630

183 MDG 3101 J David Jones Pkwy Springfield IL 62707-8571 M-F 0730-1700 Scott

184 MDG 53030 Jayhawk Dr. McConnell AFB KS 67221-9009 M-F 0715-1615 McConnell

185 MDG 2920 Headquarters Ave Sioux City IA 51111-1300 T-F 0600-1630 Offutt

186 MDG 6225 M St Bldg 710 Meridian MS 39307-7112 M-F 0730-1600 Keelser

187 AES 217 Dell Range Blvd Cheyenne WY 82009-4799 M-F 0730-1630

187 MDG 5187 Selma Hwy Montgomery AL 36108-4824 T-F 0700-1730 Maxwell

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188 MDG 4850 Leigh Ave Ft Smith AR 72903-6018 M-F 0700-1630 Little Rock

189 MDG 101 CMS Williams Dr. Little Rock AFB AR 72099-4802 M-F 0700-1645 Little Rock

190 MDG 5920 SE Coyote Dr Topeka KS 66619-1429 M-F 0700-1600 McConnell

192 MDG 77 Neally Ave Bldg 74 Rm 336 Langley AFB VA 23665-2080 T-F 0645 -1730 Langley

193 MDG 81 Constellation Ct Middletown PA 17057-5086 M-F 0700-1630 Andrews

194 MDG 109 Engineer Drive Camp Murray WA 98430-1003 M-T 0600-1600 Fairchild

ADDITIONAL INFORMATION

1. GOVERNMENT CONTRACTING PERSONNEL: 

a. The Contracting point(s) of contact for this contract will be the following:

Contracting Officer:

Office: 703-607-1226

Contract Specialist:

Office: 703-604-4186

Address:

National Guard Bureau (NGB-ZC-AQ)

1411 Jefferson Davis Highway, Suite 8100

Arlington, VA 22202-3231

Fax: 703-607-1667

b. All contracting actions and/or correspondence should be forwarded through the COR appointed in the 

contract schedule. The primary POC at the contracting office is the Contract Specialist.

2. CONTRACTING OFFICER’S REPRESENTATIVE (COR):

a. The Contracting Officer has appointed the following individuals as the primary and alternate COR for 

this contract:

PRIMARY CONTRACTING OFFICER’S REPRESENTATIVE

Name: 

Command: National Guard Bureau (NGB)

Agency: NGB/SG (Air Surgeon Directorate)

Street Address: NGB/SG, Joint Base Andrews

City, State and Zipcode: Andrews AFB, MD 20762

E-Mail: 

Phone: DSN 278-8552; Commercial (301) 836-8552 

ALTERNATE CONTRACTING OFFICER’S REPRESENTATIVE

Name: 

Command: National Guard Bureau (NGB)

Agency: NGB/SG (Air Surgeon Directorate)

Street Address: NGB/SG, Joint Base Andrews

City, State and Zipcode: Andrews AFB, MD 20762

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E-Mail: 

Phone: DSN278-8557; Commercial (301) 836-8557 

ADMINISTRATIVE POINT OF CONTACT 

Name: 

Command: National Guard Bureau (NGB)

Agency: NGB/SG (Air Surgeon Directorate)

Street Address: NGB/SG, Joint Base Andrews

City, State and Zipcode: Andrews AFB, MD 20762

E-Mail: 

Phone: DSN 278-8535; Commercial (301) 836-8535 

b. The COR will act as the Contracting Officer’s representative for technical matters, providing technical 

direction and discussion as necessary with respect to the specification or statement of work, and 

monitoring the progress and quality of the contractor’s performance. The COR is NOT an 

Administrative Contracting Officer (ACO) and does not have authority to take any action, either 

directly or indirectly, that would change the pricing, quantity, quality, place of performance, delivery 

schedule, or any other term and condition of the contract, or to direct the accomplishment of effort that 

goes beyond the scope the statement of work in the contract.

c. When, in the opinion of the contractor, the COR requests efforts outside the existing scope of the 

contract, the contractor shall promptly notify the contracting officer in writing. The contractor under 

such direction shall take no action until the contracting officer has resolved the issue or has otherwise 

issued a modification to the contract.

d. In the absence of the Primary COR named above (due to reasons such as leave, illness, and official 

travel), all responsibilities and functions assigned to the Primary COR shall be the responsibility of the 

Alternate COR (if appointed) acting on behalf of the Primary COR.

3. ACCOUNTING FOR CONTRACT SERVICES:

The Secretary of the Army has implemented Accounting for Contract Services. This initiative has been put in place 

to obtain better visibility of the contractor service workforce. The Assistant Secretary of the Army (Manpower and 

Reserve Affairs) and the Assistant Secretary of the Army (Acquisition, Logistics and Technology) have implemented 

guidance to comply with this DoD Business Initiative Council (BIC) sponsored initiative. These contract reporting 

requirements are mandatory. By acceptance of this contract and performance under this contract, the contractor 

agrees to comply with these reporting requirements.

The Office of the Assistant Secretary of the Army (Manpower & Reserve Affairs) operates and maintains a secure 

Army data collection site [Contractor Manpower Reporting (CMR) System] where the contractor will report ALL 

contractor manpower (including sub-contractor 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://contractormanpower.army.pentagon 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, e-mail 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 sub-contractor if different); (9) Estimated data collection cost; (10) Organizational title associated with the 

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Unit Identification Code (UIC) for the Army Requiring Activity (National Guard Bureau UIC is W00QFF); (11) 

Locations where contractor and sub-contractors 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 sub-contractor 

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.

4. GENERAL INVOICE PREPARATION & SUBMITTAL INSTRUCTIONS:

a. An invoice is a written and/or electronic request for payment under the contract for supplies delivered 

or for services rendered. In order to be proper, an invoice must include, as applicable, the following:

i. Name and address of the contractor

ii. Invoice Date

iii. Contract Number, or other authorization for supplies delivered or services performed 

(including order number and contract line item number)

iv. Name and address of contractor official to who payment is to be sent (must be the same as that 

in the contract or on a proper notice of assignment)

v. Name (where practical), title, phone number and mailing address of person to notified in the 

event of a defective invoice.

vi. Any other information or documentation required by other requirements of the contract (such 

as evidence of shipment)

b. Invoices should match terms and CLIN structure of the contract for ease of payment by Defense 

Finance and Accounting Service (DFAS).

c. Invoices shall be processed for approval and payment within 5 working days of the completion of 

work.

d. Receipt of payments by a representative of the contractor’s designated bank shall constitute a full 

accord and satisfaction of the Government’s obligation under the contract to the extent of the amount of 

the payment made.

e. This contract requires invoice submittal in accordance with Wide Area Workflow (WAWF). Submit 

one electronic original of all invoices to DFAS. IMPORTANT: DFAS must receive electronic 

submittal from the contractor in compliance with DFARS 252.232-7003. The COR(s) will certify all 

invoices for payment. For payment inquiries after submittal, please contact the DFAS Customer 

Service Desk or visit the Vendor Pay Inquiry System at the following web address: 

http://www.dfas mil/money/vendor/ 

5. WIDE AREA WORKFLOW INVOICE INSTRUCTIONS:

Contractor shall submit payment request using the following method(s) as mutually agreed to by 

the Contractor, the Contracting Officer, the contract administration office, and the payment 

office.

Wide Area Workflow (WAWF) (see instructions below) 

 Web Invoicing System (WInS)(https://ecweb.dfas.mil) 

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 American National Standards Institute (ANSI) X.12 electronic data interchange (EDI) 

formats (http://www.X12.org and http://www.dfas.mil/ecedi) 

 Other (please specify)____________________________________ 

DFAS POC and Phone: DFAS LIMESTONE, 1-800-756-4571, Option 2, option 3 

WAWF is the preferred method to electronically process vendor request for payment. This 

application allows DOD vendors to submit and track Invoices and Receipt/Acceptance 

documents electronically. Contractors electing to use WAWF shall (i) register to use WAWF at 

https://wawf.eb.mil and (ii) ensure an electronic business point of contact (POC) is designated 

in the Central Contractor Registration site at http://www.ccr.gov within ten (10) calendar days 

after award of this contract/order. 

Questions concerning payments should be directed to the Defense Finance and Accounting 

Service (DFAS) Limestone (F67100) at 1-800-756-4571, Option 2, option 3 or faxed to 1-866-

392-7091. Please have your purchase order/contract number ready when calling about 

payments. 

You can easily access payment and receipt information using the DFAS web site at 

http://www.dfas.mil/contractorpay.html . Your purchase order/contract number or invoice 

number will be required to inquire about the status of your payment. 

The following codes and information will be required to assure successful flow of WAWF 

documents. 

TYPE OF DOCUMENT [Check the appropriate block] 

Commercial Item Financing

Construction Invoice (Contractor Only) 

Invoice (Contractor Only) 

Invoice and Receiving Report (COMBO)

Invoice as 2-in-1 (Services Only)

Performance Based Payment (Government Only)

Progress Payment (Government Only)

Cost Voucher (Government Only)

Receiving Report (Government Only)

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Receiving Report With Unique Identification (UID) Data (Government Only)

 UID is a new globally unique “part identifier” containing data elements used to 

track DoD parts through their life cycle. 

Summary Cost Voucher (Government Only) 

CAGE CODE: 43ZW9 DUN NUMBER: 603877791 TAX ID: 54-2181120 

 IISSUE BY DODAAC: W9133L

ADMIN BY DODAAC: W9133L

INSPECT BY DODAAC: F9WFSG

ACCEPT BY DODAAC: F9WFSG

SHIP TO DODAAC: F9WFSG

LOCAL PROCESSING OFFICE DODDAC: N/A

PAYMENT OFFICE FISCAL STATION CODE: F67100

EMAIL POINTS OF CONTACT LISTING: (Use Group e-mail accounts if applicable) 

INSPECTOR: j

ACCEPTOR: 

RECEIVING OFFICE POC: 

CONTRACT ADMINISTRATOR:

CONTRACTING OFFICER:

ADDITIONAL CONTACT: l 

"Please pay particular attention to the correct DODAAC Codes outlined in the payment 

instructions included in the contract. This will facilitate faster payment of invoices. Please feel 

free to contact us if the instructions are unclear."

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REGIONS

ANG Psychological Healthcare Regions

Region 1

101 MDG Bangor, ME 

102 MDG Otis ANGB, MA

103 MDG East Granby, CT 

104 MDG Westfield, MA

105 MDG Newburgh, NY 

106 MDG West Hampton Beach, NY

107 MDG Niagara Falls, NY

108 MDG McGuire AFB, NJ

109 MDG/139 AES Scotia, NY

142 AES/166 MDG New Castle, DE

143 MDG North Kingstown, RI 

157 MDG Pease ANGB, NH

158 MDG South Burlington, VT 

174 MDG Syracuse, NY

177 MDG Egg Harbor Twp, NJ 

Region 2

110 MDG Battle Creek, MI

111 MDG Willow Grove ARS, PA 

113 MDG Andrews AFB, MD

121 MDG Columbus, OH 

127 MDG Selfridge ANGB, MI

130 MDG Charleston, WV 

145 MDG/156 AES Charlotte, NC 

167 MDG/167 AES Martinsburg, WV 

171 MDG Coraopolis, PA 

175 MDG Baltimore, MD

178 MDG Springfield, OH 

179 MDG Mansfield, OH 

180 MDG Swanton, OH 

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192 MDG Langley AFB, VA

193 MDG Middletown, PA 

Region 3

116 MDG Robins AFB, GA 

117 MDG Birmingham, AL

118 MDG/118 AES Nashville, TN 

123 MDG Louisville, KY 

125 MDG Jacksonville, FL 

134 MDG McGhee Tyson ANGB, TN

156 MDG Carolina, PR 

159 MDG New Orleans, LA

164 MDG Memphis, TN 

165 MDG Garden City, GA 

169 MDG Eastover, SC 

172 MDG/183 AES Jackson, MS 

186 MDG Meridian, MS 

187 MDG Montgomery, AL 

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(b) (6) (b) (6) (b) (6)
32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

 (CONTINUED)

SEE SCHEDULE

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/ SERVICES 21. QUANTITY 22. UNIT 24. AMOUNT

PAGE 2 OF

23. UNIT PRICE

127

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT 

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

COMPLETE PARTIAL FINAL

35. AMOUNT VERIFIED 36. PAYMENT

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV 3/2005) BACK

Prescr bed by GSA

FAR (48 CFR) 53 212

AUTHORIZED FOR LOCAL REPRODUCTION 

 PREVIOUS EDITION IS NOT USABLE

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Section SF 30 - BLOCK 14 CONTINUATION PAGE

PREAMBLE

A. This contract is for personal services and creates an employer-employee relationship between the 

Government and the individual Health Care Provider (HCP) in accordance with DFARS 

237.104(b)(ii)(A)(3) and DoDI 6025.5. 

B. The performance of the individual HCP(s) under this Personal Services Contract (PSC) is subject 

to day-to-day supervision and control by Air National Guard and healthcare facility personnel 

comparable to that exercised over military and civil service personnel engaged in comparable 

work.

C. Any personal injury claims alleging negligence by the individual HCPs within the scope of the 

HCP’s performance of the PSC shall be processed by DoD as claims alleging negligence by DoD 

military or civil service HCPs.

D. This PSC does not create an employer-employee relationship between the Government and any 

corporation, partnership, business association or other party or legal entity with which the 

individual HCP(s) may be associated.

 

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Section SF 1449 - CONTINUATION SHEET

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 Lot $0.00 

Psychological Healthcare - Labor

FFP

Regions 4, 5 and 6 as detailed under "Regions". 45 Psychological Healthcare 

Subject Matter Expert (PHSME), 3 Regional Lead Psychological Healthcare 

Providers and 1 Psychological Healthcare Program Manager.

Task order labor rates shall not exceed those quoted in response to W9133L-10-R0099.

FOB: Destination

SIGNAL CODE: A

NET AMT $0.00

 

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0002 Lot $0.00 

PHSME Additional Hours - Labor

FFP

When PHSME, Lead or PM is required to work outside of the normal 8 hour work 

day the authorized work shall be invoiced under this After Hours Work CLIN. 

After hours work will be limited by the available funding but shall not exceed the 

lesser of 10 hours per week or 480 hours per year without authorization from Air 

National Guard Bureau at Andrews AFB. All additional hours will be verified and 

approved by the individual wing representative.

Task order labor rates shall not exceed those quoted in response to W9133L-10-R0099.

FOB: Destination

SIGNAL CODE: A

 

NET AMT $0.00

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0003 Lot $0.00

Travel and ODC - Program Manager & Leads

COST

Program Manager - 1-5 Unit Visits, Annual trip to Readiness Frontiers/HITECH, 

local meetings, material/supply requirements, and Other Direct Costs (ODC). 

~$25K per year 

Regional Leads - Annual trip to Readiness Frontiers/HITECH, ANG 

Indoctrination Training, regional travel and ODC. ~$16K per Lead per year.

All reimbursable travel shall be approved by the Contracting Officer's 

Representative (COR) in advance of expenses being incurred. All travel shall be 

conducted in accordance with the Joint Travel Regulations. All travel 

arrangements shall be made by the traveler during normal business hours. No 

G&A or other overhead shall be charged on Travel and ODC. No travel expenses 

in excess of the standard per diem rate or most economical airfare 

(Economy/Coach) shall be reimbursed without the written approval of the 

Contracting Officer (KO) in advance of expenses being incurred.

FOB: Destination

SIGNAL CODE: A

ESTIMATED COST $0.00

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0004 Lot $0.00

Travel and ODC - Wing Level

COST

Travel, materials & Other Direct Costs (ODC) within the 45 wing or unit 

operating areas by Wing/Unit level PHSME. ~$5,000 per PHSME per year.

All reimbursable travel shall be approved by the Contracting Officer's 

Representative (COR) in advance of expenses being incurred. All travel shall be 

conducted in accordance with the Joint Travel Regulations. All travel 

arrangements shall be made by the traveler during normal business hours. No 

G&A or other overhead shall be charged on Travel and ODC. No travel expenses 

in excess of the standard per diem rate or most economical airfare 

(Economy/Coach) shall be reimbursed without the written approval of the 

Contracting Officer (KO) in advance of expenses being incurred.

FOB: Destination

SIGNAL CODE: A

ESTIMATED COST $0.00

 

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1001 Lot $0.00 

OPTION Psychological Healthcare - Labor

FFP

Regions 4, 5 and 6 as detailed under "Regions". 45 Psychological Healthcare 

Subject Matter Expert (PHSME), 3 Regional Lead Psychological Healthcare 

Providers and 1 Psychological Healthcare Program Manager.

Task order labor rates shall not exceed those quoted in response to W9133L-10-R0099.

FOB: Destination

SIGNAL CODE: A

NET AMT $0.00

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1002 Lot $0.00 

OPTION PHSME Additional Hours - Labor

FFP

When PHSME, Lead or PM is required to work outside of the normal 8 hour work 

day the authorized work shall be invoiced under this After Hours Work CLIN. 

After hours work will be limited by the available funding but shall not exceed the 

lesser of 10 hours per week or 480 hours per year without authorization from Air 

National Guard Bureau at Andrews AFB. All additional hours will be verified and 

approved by the individual wing representative.

Task order labor rates shall not exceed those quoted in response to W9133L-10-R0099.

FOB: Destination

SIGNAL CODE: A

 

NET AMT $0.00

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1003 Lot $0.00

OPTION Travel and ODC - Program Manager & Leads

COST

Program Manager - 1-5 Unit Visits, Annual trip to Readiness Frontiers/HITECH, 

local meetings, material/supply requirements, and Other Direct Costs (ODC). 

~$25K per year 

Regional Leads - Annual trip to Readiness Frontiers/HITECH, ANG 

Indoctrination Training, regional travel and ODC. ~$16K per Lead per year.

All reimbursable travel shall be approved by the Contracting Officer's 

Representative (COR) in advance of expenses being incurred. All travel shall be 

conducted in accordance with the Joint Travel Regulations. All travel 

arrangements shall be made by the traveler during normal business hours. No 

G&A or other overhead shall be charged on Travel and ODC. No travel expenses 

in excess of the standard per diem rate or most economical airfare 

(Economy/Coach) shall be reimbursed without the written approval of the 

Contracting Officer (KO) in advance of expenses being incurred.

FOB: Destination

SIGNAL CODE: A

ESTIMATED COST $0.00

 

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ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1004 Lot $0.00

OPTION Travel and ODC - Wing Level

COST

Travel, materials & Other Direct Costs (ODC) within the 45 wing or unit 

operating areas by Wing/Unit level PHSME. ~$5,000 per PHSME per year.

All reimbursable travel shall be approved by the Contracting Officer's 

Representative (COR) in advance of expenses being incurred. All travel shall be 

conducted in accordance with the Joint Travel Regulations. All travel 

arrangements shall be made by the traveler during normal business hours. No 

G&A or other overhead shall be charged on Travel and ODC. No travel expenses 

in excess of the standard per diem rate or most economical airfare 

(Economy/Coach) shall be reimbursed without the written approval of the 

Contracting Officer (KO) in advance of expenses being incurred.

FOB: Destination

SIGNAL CODE: A

ESTIMATED COST $0.00

 

CONTRACT MINIMUM/MAXIMUM QUANTITY AND CONTRACT VALUE

The minimum quantity and contract value for all orders issued against this contract shall not be 

less than the minimum quantity and contract value stated in the following table. The maximum 

quantity and contract value for all orders issued against this contract shall not exceed the 

maximum quantity and contract value stated in the following table.

MINIMUM

QUANTITY 

MINIMUM

AMOUNT 

MAXIMUM

QUANTITY 

MAXIMUM

AMOUNT 

0.00 $0.00 100.00 $17,050,000.00 

DELIVERY/TASK ORDER MINIMUM/MAXIMUM QUANTITY AND ORDER VALUE

The minimum quantity and order value for each Delivery/Task Order issued shall not be less than the minimum 

quantity and order value stated in the following table. The maximum quantity and order value for each 

Delivery/Task Order issued shall not exceed the maximum quantity and order value stated in the following table.

MINIMUM

QUANTITY 

MINIMUM

AMOUNT 

MAXIMUM

QUANTITY 

MAXIMUM

AMOUNT 

0.00 $0.00 100.00 $17,050,000.00 

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CLIN MINIMUM/MAXIMUM QUANTITY AND CLIN VALUE

The minimum quantity(s) and CLIN value(s) for all orders issued against the CLIN(s) on this contract shall not be 

less than the minimum quantity(s) and CLIN value(s) stated in the following table. The maximum quantity(s) and 

CLIN value(s) for all orders issued against the CLIN(s) on this contract shall not exceed the maximum quantity(s) 

and CLIN value(s) stated in the following table.

CLIN 

MINIMUM

QUANTITY 

MINIMUM

AMOUNT 

MAXIMUM

QUANTITY 

MAXIMUM

AMOUNT 

0001 0.00 $0.00 100.00 $6,000,000.00 

0002 0.00 $0.00 100.00 $1,500,000.00 

0003 0.00 $0.00 75,000.00 $75,000.00 

0004 0.00 $0.00 450,000.00 $450,000.00 

1001 0.00 $0.00 100.00 $7,000,000.00 

1002 0.00 $0.00 100.00 $1,500,000.00 

1003 0.00 $0.00 75,000.00 $75,000.00 

1004 0.00 $0.00 450,000.00 $450,000.00 

CLIN DELIVERY/TASK ORDER MINIMUM/MAXIMUM QUANTITY AND CLIN ORDER VALUE 

The minimum quantity and order value for the given Delivery/Task Order issued for this CLIN shall not be less than 

the minimum quantity and order value stated in the following table. The maximum quantity and order value for the 

given Delivery/Task Order issued for this CLIN shall not exceed the maximum quantity and order value stated in the 

following table. 

CLIN 

MINIMUM

QUANTITY 

MINIMUM

AMOUNT 

MAXIMUM

QUANTITY 

MAXIMUM

AMOUNT 

0001 100.00 $6,000,000.00

0002 

 

100.00

 

$1,500,000.00

 

0003 75,000.00 $75,000.00

0004 

 

450,000.00

 

$450,000.00

 

 

1001 100.00 $7,000,000.00

1002 

 

100.00

 

$1,500,000.00

 

 

1003 75,000.00 $75,000.00

1004 

 

450,000.00

 

$450,000.00

 

 

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INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY 

0001 Destination Government Destination Government 

0002 Destination Government Destination Government 

0003 Destination Government Destination Government 

0004 Destination Government Destination Government 

1001 Destination Government Destination Government 

1002 Destination Government Destination Government 

1003 Destination Government Destination Government 

1004 Destination Government Destination Government 

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS UIC 

0001 POP 20-SEP-2010 TO

19-SEP-2011 

N/A SEE SCHEDULE

N/A

N/A AA N/A 

FOB: Destination 

SCHED1 

0002 POP 20-SEP-2010 TO

19-SEP-2011 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

0003 POP 20-SEP-2010 TO

19-SEP-2011 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

0004 POP 20-SEP-2010 TO

19-SEP-2011 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

1001 POP 20-SEP-2011 TO

19-SEP-2012 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

1002 POP 20-SEP-2011 TO

19-SEP-2012 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

1003 POP 20-SEP-2011 TO

19-SEP-2012 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

1004 POP 20-SEP-2011 TO

19-SEP-2012 

N/A (SAME AS PREVIOUS LOCATION)

FOB: Destination 

SCHED1 

 

CLAUSES INCORPORATED BY REFERENCE

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52.243-1 Alt III Changes--Fixed Price (Aug 1987) - Alternate III APR 1984 

 

 

CLAUSES INCORPORATED BY FULL TEXT

52.212-4 CONTRACT TERMS AND CONDITIONS-- COMMERCIAL ITEMS (JUN 2010) 

(a) Inspection/Acceptance. The Contractor shall only tender for acceptance those items that conform to the 

requirements of this contract. The Government reserves the right to inspect or test any supplies or services that have 

been tendered for acceptance. The Government may require repair or replacement of nonconforming supplies or 

reperformance of nonconforming services at no increase in contract price. If repair/replacement or reperformance 

will not correct the defects or is not possible, the Government may seek an equitable price reduction or adequate 

consideration for acceptance of nonconforming supplies or services. The Government must exercise its postacceptance rights (1) within a reasonable time after the defect was discovered or should have been discovered; and 

(2) before any substantial change occurs in the condition of the item, unless the change is due to the defect in the 

item. 

(b) Assignment. The Contractor or its assignee may assign its rights to receive payment due as a result of 

performance of this contract to a bank, trust company, or other financing institution, including any Federal lending 

agency in accordance with the Assignment of Claims Act (31 U.S.C. 3727). However, when a third party makes 

payment (e.g., use of the Governmentwide commercial purchase card), the Contractor may not assign its rights to 

receive payment under this contract.

(c) Changes. Changes in the terms and conditions of this contract may be made only by written agreement of the 

parties. 

(d) Disputes. This contract is subject to the Contract Disputes Act of 1978, as amended (41 U.S.C. 601-613). Failure 

of the parties to this contract to reach agreement on any request for equitable adjustment, claim, appeal or action 

arising under or relating to this contract shall be a dispute to be resolved in accordance with the clause at FAR 

52.233-1, Disputes, which is incorporated herein by reference. The Contractor shall proceed diligently with 

performance of this contract, pending final resolution of any dispute arising under the contract. 

(e) Definitions. The clause at FAR 52.202-1, Definitions, is incorporated herein by reference. 

(f) Excusable delays. The Contractor shall be liable for default unless nonperformance is caused by an occurrence 

beyond the reasonable control of the Contractor and without its fault or negligence such as, acts of God or the public 

enemy, acts of the Government in either its sovereign or contractual capacity, fires, floods, epidemics, quarantine 

restrictions, strikes, unusually severe weather, and delays of common carriers. The Contractor shall notify the 

Contracting Officer in writing as soon as it is reasonably possible after the commencement or any excusable delay, 

setting forth the full particulars in connection therewith, shall remedy such occurrence with all reasonable dispatch 

and shall promptly give written notice to the Contracting Officer of the cessation of such occurrence.

(g) Invoice. 

(1) The Contractor shall submit an original invoice and three copies (or electronic invoice, if authorized) to the 

address designated in the contract to receive invoices. An invoice must include--

(i) Name and address of the Contractor;

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(ii) Invoice date and number;

(iii) Contract number, contract line item number and, if applicable, the order number;

(iv) Description, quantity, unit of measure, unit price and extended price of the items delivered;

(v) Shipping number and date of shipment, including the bill of lading number and weight of shipment if shipped on 

Government bill of lading;

(vi) Terms of any discount for prompt payment offered;

(vii) Name and address of official to whom payment is to be sent;

(viii) Name, title, and phone number of person to notify in event of defective invoice; and

(ix) Taxpayer Identification Number (TIN). The Contractor shall include its TIN on the invoice only if required 

elsewhere in this contract.

(x) Electronic funds transfer (EFT) banking information.

(A) The Contractor shall include EFT banking information on the invoice only if required elsewhere in this contract.

(B) If EFT banking information is not required to be on the invoice, in order for the invoice to be a proper invoice, 

the Contractor shall have submitted correct EFT banking information in accordance with the applicable solicitation 

provision, contract clause (e.g., 52.232-33, Payment by Electronic Funds Transfer--Central Contractor Registration, 

or 52.232-34, Payment by Electronic 

Funds Transfer--Other Than Central Contractor Registration), or applicable agency procedures.

(C) EFT banking information is not required if the Government waived the requirement to pay by EFT.

(2) Invoices will be handled in accordance with the Prompt Payment Act (31 U.S.C. 3903) and Office of 

Management and Budget (OMB) prompt payment regulations at 5 CFR part 1315.

(h) Patent indemnity. The Contractor shall indemnify the Government and its officers, employees and agents against 

liability, including costs, for actual or alleged direct or contributory infringement of, or inducement to infringe, any 

United States or foreign patent, trademark or copyright, arising out of the performance of this contract, provided the 

Contractor is reasonably notified of such claims and proceedings. 

(i) Payment.--

(1) Items accepted. Payment shall be made for items accepted by the Government that have been delivered to the 

delivery destinations set forth in this contract.

(2) Prompt payment. The Government will make payment in accordance with the Prompt Payment Act (31 U.S.C. 

3903) and prompt payment regulations at 5 CFR part 1315.

(3) Electronic Funds Transfer (EFT). If the Government makes payment by EFT, see 52.212-5(b) for the appropriate 

EFT clause.

(4) Discount. In connection with any discount offered for early payment, time shall be computed from the date of the 

invoice. For the purpose of computing the discount earned, payment shall be considered to have been made on the 

date which appears on the payment check or the specified payment date if an electronic funds transfer payment is 

made.

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(5) Overpayments. If the Contractor becomes aware of a duplicate contract financing or invoice payment or that the 

Government has otherwise overpaid on a contract financing or invoice payment, the Contractor shall--

(i) Remit the overpayment amount to the payment office cited in the contract along with a description of the 

overpayment including the--

(A) Circumstances of the overpayment (e.g., duplicate payment, erroneous payment, liquidation errors, date(s) of 

overpayment);

(B) Affected contract number and delivery order number, if applicable;

(C) Affected contract line item or subline item, if applicable; and

(D) Contractor point of contact.

(ii) Provide a copy of the remittance and supporting documentation to the Contracting Officer.

(6) Interest. 

(i) All amounts that become payable by the Contractor to the Government under this contract shall bear simple 

interest from the date due until paid unless paid within 30 days of becoming due. The interest rate shall be the 

interest rate established by the Secretary of the Treasury as provided in Section 611 of the Contract Disputes Act of 

1978 (Public Law 95-563), which is applicable to the period in which the amount becomes due, as provided in 

(i)(6)(v) of this clause, and then at the rate applicable for each six-month period as fixed by the Secretary until the 

amount is paid.

(ii) The Government may issue a demand for payment to the Contractor upon finding a debt is due under the 

contract.

(iii) Final decisions. The Contracting Officer will issue a final decision as required by 33.211 if--

(A) The Contracting Officer and the Contractor are unable to reach agreement on the existence or amount of a debt 

within 30 days;

(B) The Contractor fails to liquidate a debt previously demanded by the Contracting Officer within the timeline 

specified in the demand for payment unless the amounts were not repaid because the Contractor has requested an 

installment payment agreement; or

(C) The Contractor requests a deferment of collection on a debt previously demanded by the Contracting Officer (see 

32.607-2).

(iv) If a demand for payment was previously issued for the debt, the demand for payment included in the final 

decision shall identify the same due date as the original demand for payment.

(v) Amounts shall be due at the earliest of the following dates:

(A) The date fixed under this contract.

(B) The date of the first written demand for payment, including any demand for payment resulting from a default 

termination.

(vi) The interest charge shall be computed for the actual number of calendar days involved beginning on the due date 

and ending on--

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(A) The date on which the designated office receives payment from the Contractor;

(B) The date of issuance of a Government check to the Contractor from which an amount otherwise payable has been 

withheld as a credit against the contract debt; or

(C) The date on which an amount withheld and applied to the contract debt would otherwise have become payable to 

the Contractor.

(vii) The interest charge made under this clause may be reduced under the procedures prescribed in 32.608-2 of the 

Federal Acquisition Regulation in effect on the date of this contract.

(j) Risk of loss. Unless the contract specifically provides otherwise, risk of loss or damage to the supplies provided 

under this contract shall remain with the Contractor until, and shall pass to the Government upon: 

(1) Delivery of the supplies to a carrier, if transportation is f.o.b. origin; or 

(2) Delivery of the supplies to the Government at the destination specified in the contract, if transportation is f.o.b. 

destination. 

(k) Taxes. The contract price includes all applicable Federal, State, and local taxes and duties. 

(l) Termination for the Government's convenience. The Government reserves the right to terminate this contract, or 

any part hereof, for its sole convenience. In the event of such termination, the Contractor shall immediately stop all 

work hereunder and shall immediately cause any and all of its suppliers and subcontractors to cease work. Subject to 

the terms of this contract, the Contractor shall be paid a percentage of the contract price reflecting the percentage of 

the work performed prior to the notice of termination, plus reasonable charges the Contractor can demonstrate to the 

satisfaction of the Government using its standard record keeping system, have resulted from the termination. The 

Contractor shall not be required to comply with the cost accounting standards or contract cost principles for this 

purpose. This paragraph does not give the Government any right to audit the Contractor's records. The Contractor 

shall not be paid for any work performed or costs incurred which reasonably could have been avoided. 

(m) Termination for cause. The Government may terminate this contract, or any part hereof, for cause in the event of 

any default by the Contractor, or if the Contractor fails to comply with any contract terms and conditions, or fails to 

provide the Government, upon request, with adequate assurances of future performance. In the event of termination 

for cause, the Government shall not be liable to the Contractor for any amount for supplies or services not accepted, 

and the Contractor shall be liable to the Government for any and all rights and remedies provided by law. If it is 

determined that the Government improperly terminated this contract for default, such termination shall be deemed a 

termination for convenience. 

(n) Title. Unless specified elsewhere in this contract, title to items furnished under this contract shall pass to the 

Government upon acceptance, regardless of when or where the Government takes physical possession. 

(o) Warranty. The Contractor warrants and implies that the items delivered hereunder are merchantable and fit for 

use for the particular purpose described in this contract. 

(p) Limitation of liability. Except as otherwise provided by an express warranty, the Contractor will not be liable to 

the Government for consequential damages resulting from any defect or deficiencies in accepted items. 

(q) Other compliances. The Contractor shall comply with all applicable Federal, State and local laws, executive 

orders, rules and regulations applicable to its performance under this contract. 

(r) Compliance with laws unique to Government contracts. The Contractor agrees to comply with 31 U.S.C. 1352 

relating to limitations on the use of appropriated funds to influence certain Federal contracts; 18 U.S.C. 431 relating 

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to officials not to benefit; 40 U.S.C. 3701, et seq., Contract Work Hours and Safety Standards Act; 41 U.S.C. 51-58, 

Anti-Kickback Act of 1986; 41 U.S.C. 265 and 10 U.S.C. 2409 relating to whistleblower protections; 49 U.S.C.

40118, Fly American; and 41 U.S.C. 423 relating to procurement integrity. 

(s) Order of precedence. Any inconsistencies in this solicitation or contract shall be resolved by giving precedence in 

the following order: (1) the schedule of supplies/services; (2) the Assignments, Disputes, Payments, Invoice, Other 

Compliances, and Compliance with Laws Unique to Government Contracts paragraphs of this clause; (3) the clause 

at 52.212-5; (4) addenda to this solicitation or contract, including any license agreements for computer software; (5) 

solicitation provisions if this is a solicitation; (6) other paragraphs of this clause; (7) the Standard Form 1449; (8)

other documents, exhibits, and attachments; and (9) the specification. 

(t) Central Contractor Registration (CCR). (1) Unless exempted by an addendum to this contract, the Contractor is 

responsible during performance and through final payment of any contract for the accuracy and completeness of the 

data within the CCR database, and for any liability resulting from the Government's reliance on inaccurate or 

incomplete data. To remain registered in the CCR database after the initial registration, the Contractor is required to 

review and update on an annual basis from the date of initial registration or subsequent updates its information in the 

CCR database to ensure it is current, accurate and complete. Updating information in the CCR does not alter the 

terms and conditions of this contract and is not a substitute for a properly executed contractual document.

(2)(i) If a Contractor has legally changed its business name, “doing business as” name, or division name (whichever 

is shown on the contract), or has transferred the assets used in performing the contract, but has not completed the 

necessary requirements regarding novation and change-of-name agreements in FAR subpart 42.12, the Contractor 

shall provide the responsible Contracting Officer a minimum of one business day's written notification of its 

intention to (A) change the name in the CCR database; (B) comply with the requirements of subpart 42.12; and (C) 

agree in writing to the timeline and procedures specified by the responsible Contracting Officer. The Contractor must 

provide with the notification sufficient documentation to support the legally changed name.

(ii) If the Contractor fails to comply with the requirements of paragraph (t)(2)(i) of this clause, or fails to perform the 

agreement at paragraph (t)(2)(i)(C) of this clause, and, in the absence of a properly executed novation or change-ofname agreement, the CCR information that shows the Contractor to be other than the 

Contractor indicated in the contract will be considered to be incorrect information within the meaning of the 

“Suspension of Payment” paragraph of the electronic funds transfer (EFT) clause of this contract.

(3) The Contractor shall not change the name or address for EFT payments or manual payments, as appropriate, in 

the CCR record to reflect an assignee for the purpose of assignment of claims (see Subpart 32.8, Assignment of 

Claims). Assignees shall be separately registered in the CCR database. Information provided to the Contractor's CCR 

record that indicates payments, including those made by EFT, to an ultimate recipient other than that Contractor will 

be considered to be incorrect information within the meaning of the “Suspension of payment” paragraph of the EFT 

clause of this contract.

(4) Offerors and Contractors may obtain information on registration and annual confirmation requirements via the 

internet at http://www.ccr.gov or by calling 1-888-227-2423 or 269-961-5757.

(End of clause)

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR 

EXECUTIVE ORDERS--COMMERCIAL ITEMS (JUL 2010) 

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are 

incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to

acquisitions of commercial items:

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(1) 52.222-50, Combating Trafficking in Persons (FEB 2009) (22 U.S.C. 7104(g)).

Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(2) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(3) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Pub. L. 108-77, 108-78).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated 

as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to 

acquisitions of commercial items: (Contracting Officer check as appropriate.)

___ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (SEP 2006), with Alternate I (OCT 1995) 

(41 U.S.C. 253g and 10 U.S.C. 2402). 

___ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (APR 2010)(Pub. L. 110-252, Title VI, 

Chapter 1 (41 U.S.C. 251 note)). 

___ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (JUN 

2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment 

Act of 2009.) 

 ___ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (JUL 2010) (Pub. L. 

109-282) (31 U.S.C. 6101 note). 

 ___ (5) 52.204-11, American Recovery and Reinvestment Act—Reporting Requirements (JUL 2010) (Pub. L. 111-

5). 

___ (6) 52.219-3, Notice of Total HUBZone Set-Aside (Jan 1999) (15 U.S.C. 657a). 

___ (7) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (JUL 2005) (if the 

offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a). 

___ (8) [Reserved]. 

___ (9)(i) 52.219-6, Notice of Total Small Business Set-Aside (JUNE 2003) (15 U.S.C. 644). 

___ (ii) Alternate I (OCT 1995) of 52.219-6. 

___ (iii) Alternate II (MAR 2004) of 52.219-6. 

___ (10)(i) 52.219-7, Notice of Partial Small Business Set-Aside (JUNE 2003) (15 U.S.C. 644). 

___ (ii) Alternate I (OCT 1995) of 52.219-7. 

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___ (iii) Alternate II (MAR 2004) of 52.219-7. 

___ (11) 52.219-8, Utilization of Small Business Concerns (MAY 2004) (15 U.S.C. 637 (d)(2) and (3)). 

___ (12)(i) 52.219-9, Small Business Subcontracting Plan (JUL 2010) (15 U.S.C. 637(d)(4)). 

___ (ii) Alternate I (OCT 2001) of 52.219-9 

___ (iii) Alternate II (OCT 2001) of 52.219-9. 

___ (iv) Alternate III (JUL 2010) of 52.219-9. 

___ (13) 52.219-14, Limitations on Subcontracting (DEC 1996) (15 U.S.C. 637(a)(14)). 

___ (14) 52.219-16, Liquidated Damages--Subcontracting Plan (JAN 1999) (15 U.S.C. 637(d)(4)(F)(i)). 

___ (15)(i) 52.219-23, Notice of Price Evaluation Adjustment for Small Disadvantaged Business Concerns (OCT 

2008) (10 U.S.C. 2323) (if the offeror elects to waive the adjustment, it shall so indicate in its offer). 

___ (ii) Alternate I (JUNE 2003) of 52.219-23. 

___ (16) 52.219-25, Small Disadvantaged Business Participation Program--Disadvantaged Status and Reporting 

(APR 2008) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323). 

___ (17) 52.219-26, Small Disadvantaged Business Participation Program--Incentive Subcontracting (OCT 2000) 

(Pub. L. 103-355, section 7102, and 10 U.S.C. 2323). 

_X_ (18) 52.219-27, Notice of Total Service-Disabled Veteran-Owned Small Business Set-Aside (MAY 2004) 

(U.S.C. 657 f). 

___ (19) 52.219-28, Post Award Small Business Program Rerepresentation (APR 2009) (15 U.S.C. 

632(a)(2)). 

_X_ (20) 52.222-3, Convict Labor (JUNE 2003) (E.O. 11755). 

_X_ (21) 52.222-19, Child Labor--Cooperation with Authorities and Remedies (JUL 2010) (E.O. 13126). 

_X_ (22) 52.222-21, Prohibition of Segregated Facilities (FEB 1999). 

_X_ (23) 52.222-26, Equal Opportunity (MAR 2007) (E.O. 11246). 

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_X_ (24) 52.222-35, Equal Opportunity for Special Disabled Veterans, Veterans of theVietnam Era, and Other 

Eligible Veterans (SEP 2006) (38 U.S.C. 4212). 

_X_ (25) 52.222-36, Affirmative Action for Workers with Disabilities (JUN 1998) (29

U.S.C. 793). 

_X_ (26) 52.222-37, Employment Reports on Special Disabled Veterans, Veterans of the Vietnam Era, and Other 

Eligible Veterans (SEP 2006) (38 U.S.C. 4212). 

_X_ (27) 52.222-54, Employment Eligibility Verification (JAN 2009). (Executive Order 12989). (Not applicable to 

the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed 

in 22.1803.) 

___ (28) (i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA-Designated Items (MAY 

2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf 

items.) 

___ (ii) Alternate I (MAY 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(c)). (Not applicable to the acquisition of 

commercially available off-the-shelf items.) 

___ (29) 52.223-15, Energy Efficiency in Energy-Consuming Products (DEC 2007) (42 U.S.C. 8259b) 

___ (30)(i) 52.223-16, IEEE 1680 Standard for the Environmental Assessment of Personal Computer Products 

(DEC 2007) (E.O. 13423) . 

___ (ii) Alternate I (DEC 2007) of 52.223-16. . 

___ (31) 52.225-1, Buy American Act--Supplies (JUNE 2003) (41 U.S.C. 10a-10d). 

___ (32)(i) 52.225-3, Buy American Act--Free Trade Agreements--Israeli Trade Act (JUN 2009) (41 U.S.C. 10a10d, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, Pub. L. 108-77, 108-78, 108-286, 108-302, 

109-53, 109-169, 109-283, and 110-138). 

___ (ii) Alternate I (JAN 2004) of 52.225-3. 

___ (iii) Alternate II (JAN 2004) of 52.225-3. 

___ (33) 52.225-5, Trade Agreements (AUG 2009) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note). 

___ (34) 52.225-13, Restrictions on Certain Foreign Purchases (JUN 2008) (E.O.'s, proclamations, and statutes 

administered by the Office of Foreign Assets Control of the Department of the Treasury). 

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___ (35) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150). 

___ (36) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov 2007) (42 U.S.C. 

5150). 

___ (37) 52.232-29, Terms for Financing of Purchases of Commercial Items (FEB 2002) (41 U.S.C. 255(f), 10 

U.S.C. 2307(f)) 

___ (38) 52.232-30, Installment Payments for Commercial Items (OCT 1995) (41 U.S.C. 255(f), 10 U.S.C. 

2307(f)). 

_X__ (39) 52.232-33, Payment by Electronic Funds Transfer--Central Contractor Registration (OCT 2003) (31 

U.S.C. 3332). 

___ (40) 52.232-34, Payment by Electronic Funds Transfer--Other than Central Contractor Registration (MAY 

1999) (31 U.S.C. 3332) 

___ (41) 52.232-36, Payment by Third Party (FEB 2010) (31 U.S.C. 3332). 

___ (42) 52.239-1, Privacy or Security Safeguards (AUG 1996) (5 U.S.C. 552a). 

___ (43)(i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (FEB 2006) (46 U.S.C. 

Appx 1241(b) and 10 U.S.C. 2631). 

___ (ii) Alternate I (APR 2003) of 52.247-64. 

____ 

(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that 

the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of 

law or Executive orders applicable to acquisitions of commercial items: (Contracting Officer check as appropriate.)

____ (1) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.). 

____ (2) 52.222-42, Statement of Equivalent Rates for Federal Hires (MAY 1989) (29 U.S.C. 206 and 41 U.S.C. 

351, et seq.). 

____ (3) 52.222-43, Fair Labor Standards Act and Service Contract Act--Price Adjustment (Multiple Year and 

Option Contracts) (SEP 2009) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.). 

____ (4) 52.222-44, Fair Labor Standards Act and Service Contract Act--Price Adjustment (SEP 2009) (29 U.S.C. 

206 and 41 U.S.C. 351, et seq.) 

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____ (5) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, 

Calibration, or Repair of Certain Equipment--Requirements (Nov 2007) (41 U.S.C. 351, et seq.). 

____ (6) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services--

Requirements (FEB 2009) (41 U.S.C. 351, et seq.). 

____ (7) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (Mar 2009) (Pub. L. 110-247). 

 

____ (8) 52.237-11, Accepting and Dispensing of $1 Coin (SEP 2008)(31 U.S.C. 5112(p)(1)). 

(d) Comptroller General Examination of Record. The Contractor shall comply with the provisions of this paragraph 

(d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, and 

does not contain the clause at 52.215-2, Audit and Records--Negotiation. 

(1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall 

have access to and right to examine any of the Contractor's directly pertinent records involving transactions related to 

this contract. 

(2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other 

evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any 

shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If 

this contract is completely or partially terminated, the records relating to the work terminated shall be made available 

for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to 

litigation or the settlement of claims arising under or relating to this contract shall be made available until such 

appeals, litigation, or claims are finally resolved. 

(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, 

regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that 

the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law. 

(e) (1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c), and (d) of this clause, the 

Contractor is not required to flow down any FAR clause, other than those in this paragraph (e)(1)in a subcontract for 

commercial items. Unless otherwise indicated below, the extent of the flow down shall be as required by the 

clause— 

(i) 52.203-13, Contractor Code of Business Ethics and Conduct (APR 2010) (Pub. L. 110-252, Title VI, Chapter 1 

(41 U.S.C. 251 note).

(ii) 52.219-8, Utilization of Small Business Concerns (May 2004) (15 U.S.C. 637(d)(2) and (3)), in all subcontracts 

that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) 

exceeds $550,000 ($1,000,000 for construction of any public facility), the subcontractor must include 52.219-8 in 

lower tier subcontracts that offer subcontracting opportunities.

(iii) Reserved.

(iv) 52.222-26, Equal Opportunity (MAR 2007) (E.O. 11246).

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(v) 52.222-35, Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible 

Veterans (SEP 2006) (38 U.S.C. 4212).

(vi) 52.222-36, Affirmative Action for Workers with Disabilities (June 1998) (29 U.S.C. 793).

(vii) Reserved.

(viii) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.).

(ix) 52.222-50, Combating Trafficking in Persons (FEB 2009) (22 U.S.C. 7104(g)). 

Alternate I (AUG 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(x) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, 

or Repair of Certain Equipment--Requirements (Nov 2007) (41 U.S.C. 351, et seq.).

(xi) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services--

Requirements (FEB 2009) (41 U.S.C. 351, et seq.).

(xii) 52.222-54, Employment Eligibility Verification (JAN 2009). 

(xiii) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations. (MAR 2009) (Pub. L. 110-247). Flow 

down required in accordance with paragraph (e) of FAR clause 52.226-6.

(xiv) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (FEB 2006) (46 U.S.C. Appx 

1241(b) and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64.

(2) While not required, the contractor May include in its subcontracts for commercial items a minimal number of 

additional clauses necessary to satisfy its contractual obligations.

(End of clause)

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR 

EXECUTIVE ORDERS--COMMERCIAL ITEMS (JUN 2010) (DEVIATION)

(a) Comptroller General Examination of Record. The Contractor agrees to comply with the provisions of this 

paragraph (a) if the contract was awarded using other than sealed bid, is in excess of the simplified acquisition 

threshold, and does not contain the clause at 52.215-2, Audit and Records-Negotiation.

(1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall 

have access to the right to examine any of the Contractor's directly pertinent records involving transactions related to 

this contract.

(2) The Contractor shall make available at its offices at all reasonable times, the records, materials, and other 

evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any 

shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If 

this contract is completely or partially terminated, the records relating to the work terminated shall be made available 

for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to 

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litigation or the settlement of claims arising under or relating to this contract shall be made available until such 

appeals, litigation, or claims are finally resolved.

(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, 

regardless of form. This does not require the Contractor to create or maintain any record that the Contractor does not 

maintain in the ordinary course of business or pursuant to a provision of law.

(b)(1) Notwithstanding the requirements of any other clause in this contract, the Contractor is not required to flow 

down any FAR clause, other than those in this paragraph (b)(i) in a subcontract for commercial items. Unless 

otherwise indicated below, the extent of the flow down shall be as required by the clause- 

 

(i) 52.203-13, Contractor Code of Business Ethics and Conduct (APR 2010) (Pub. L. 110-252, Title VI, Chapter 1 

(41 U.S.C. 251 note).

(ii) 52.219-8, Utilization of Small Business Concerns (May 2004) (15 U.S.C. 637(d)(2) and (3)), in all subcontracts 

that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) 

exceeds $550,000 ($1,000,000 for construction of any public facility), the subcontractor must include 52.219-8 in 

lower tier subcontracts that offer subcontracting opportunities.

(iii) Reserved.

(iv) 52.222-26, Equal Opportunity (MAR 2007) (E.O. 11246).

(v) 52.222-35, Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible 

Veterans (SEP 2006) (38 U.S.C. 4212).

(vi) 52.222-36, Affirmative Action for Workers with Disabilities (JUN 1998) (29 U.S.C. 793).

(vii) Reserved. 

(viii) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.).

(ix) 52.222-50, Combating Trafficking in Persons (FEB 2009) (22 U.S.C. 7104(g)). 

Alternate I (AUG 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(x) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, 

or Repair of Certain Equipment--Requirements (Nov 2007) (41 U.S.C. 351, et seq.).

(xi) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services--

Requirements (FEB 2009) (41 U.S.C. 351, et seq.).

(xii) 52.222-54, Employment Eligibility Verification (JAN 2009). 

(xiii) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations. (MAR 2009) (Pub. L. 110-247). Flow 

down required in accordance with paragraph (e) of FAR clause 52.226-6.

(xiv) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (FEB 2006) (46 U.S.C. Appx 

1241(b) and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64.

(2) While not required, the contractor May include in its subcontracts for commercial items a minimal number of 

additional clauses necessary to satisfy its contractual obligations.

(End of clause) 

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52.216-22 INDEFINITE QUANTITY. (OCT 1995)

(a) This is an indefinite-quantity contract for the supplies or services specified, and effective for the period stated, in 

the Schedule. The quantities of supplies and services specified in the Schedule are estimates only and are not 

purchased by this contract.

(b) Delivery or performance shall be made only as authorized by orders issued in accordance with the Ordering 

clause. The Contractor shall furnish to the Government, when and if ordered, the supplies or services specified in 

the Schedule up to and including the quantity designated in the Schedule as the "maximum". The Government shall 

order at least the quantity of supplies or services designated in the Schedule as the "minimum".

(c) Except for any limitations on quantities in the Order Limitations clause or in the Schedule, there is no limit on the 

number of orders that may be issued. The Government may issue orders requiring delivery to multiple destinations 

or performance at multiple locations.

(d) Any order issued during the effective period of this contract and not completed within that period shall be 

completed by the Contractor within the time specified in the order. The contract shall govern the Contractor's and 

Government's rights and obligations with respect to that order to the same extent as if the order were completed 

during the contract's effective period; provided, that the Contractor shall not be required to make any deliveries 

under this contract after 18 SEPTEMBER 2010. 

(End of clause)

52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the 

contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary 

of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder 

shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor 

within 30 days of the expiration of the current period of performance.

(End of clause)

52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 30 days; 

provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days 

before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 24 

months.

(End of clause)

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52.219-27 NOTICE OF TOTAL SERVICE-DISABLED VETERAN-OWNED SMALL BUSINESS SET-ASIDE 

(MAY 2004)

(a) Definition. Service-disabled veteran-owned small business concern--

(1) Means a small business concern--

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any 

publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled 

veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans 

or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver 

of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is serviceconnected, as defined in 38 U.S.C. 101(16).

(b) General. (1) Offers are solicited only from service-disabled veteran-owned small business concerns. Offers 

received from concerns that are not service-disabled veteran-owned small business concerns shall not be considered.

(2) Any award resulting from this solicitation will be made to a service-disabled veteran-owned small business 

concern.

(c) Agreement. A service-disabled veteran-owned small business concern agrees that in the performance of the 

contract, in the case of a contract for--

(1) Services (except construction), at least 50 percent of the cost of personnel for contract performance will be spent 

for employees of the concern or employees of other service-disabled veteran-owned small business concerns;

(2) Supplies (other than acquisition from a nonmanufacturer of the supplies), at least 50 percent of the cost of 

manufacturing, excluding the cost of materials, will be performed by the concern or other service-disabled veteranowned small business concerns;

(3) General construction, at least 15 percent of the cost of the contract performance incurred for personnel will be 

spent on the concern's employees or the employees of other service-disabled veteran-owned small business concerns; 

or

(4) Construction by special trade contractors, at least 25 percent of the cost of the contract performance incurred for 

personnel will be spent on the concern's employees or the employees of other service-disabled veteran-owned small 

business concerns.

(d) A joint venture may be considered a service-disabled veteran owned small business concern if--

(1) At least one member of the joint venture is a service-disabled veteran-owned small business concern, and makes 

the following representations: That it is a service-disabled veteran-owned small business concern, and that it is a 

small business concern under the North American Industry Classification Systems (NAICS) code assigned to the 

procurement;

(2) Each other concern is small under the size standard corresponding to the NAICS code assigned to the 

procurement; and

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(3) The joint venture meets the requirements of paragraph 7 of the explanation of Affiliates in 19.101 of the Federal 

Acquisition Regulation.

(4) The joint venture meets the requirements of 13 CFR 125.15(b)

(e) Any service-disabled veteran-owned small business concern (nonmanufacturer) must meet the requirements in 

19.102(f) of the Federal Acquisition Regulation to receive a benefit under this program.

(End of Clause)

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998) 

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in 

full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may 

be accessed electronically at this/these address(es):

http://farsite hill.af mil/ 

(End of clause)

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252.212-7001 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR 

EXECUTIVE ORDERS APPLICABLE TO DEFENSE ACQUISITIONS OF COMMERCIAL ITEMS (JUN 2010)

(a) The Contractor agrees to comply with the following Federal Acquisition Regulation (FAR) clause which, if 

checked, is included in this contract by reference to implement a provision of law applicable to acquisitions of 

commercial items or components.

_X_ 52.203-3, Gratuities (APR 1984) (10 U.S.C. 2207). 

(b) The Contractor agrees to comply with any clause that is checked on the following list of Defense FAR 

Supplement clauses which, if checked, is included in this contract by reference to implement provisions of law or 

Executive orders applicable to acquisitions of commercial items or components.

(1) _X_252.203-7000, Requirements Relating to Compensation of Former DoD Officials (JAN 2009) (Section 847 

of Pub. L. 110-181). 

(2) ___ 252.205-7000, Provision of Information to Cooperative Agreement Holders (DEC 1991) (10 U.S.C. 

2416). 

(3) ___ 252.219-7003, Small Business Subcontracting Plan (DoD Contracts) (APR 2007) (15 U.S.C. 637). 

(4) ___ 252.219-7004, Small Business Subcontracting Plan (Test Program) (AUG 2008) (15 U.S.C. 637 note). 

(5) ___ 252.225-7001, Buy American Act and Balance of Payments Program (JAN 2009) (41 U.S.C. 10a-10d, E.O. 

10582). 

(6) ____ 252.225-7008, Restriction on Acquisition of Specialty Metals (JUL 2009) (10 U.S.C. 2533b). 

(7) ____ 252.225-7009, Restriction on Acquisition of Certain Articles Containing Specialty Metals (JUL 2009) (10 

U.S.C. 2533b). 

(8) ____ 252.225-7012, Preference for Certain Domestic Commodities (JUN 2010) (10 U.S.C. 2533a). 

(9) ____ 252.225-7015, Restriction on Acquisition of Hand or Measuring Tools (JUN 2005) (10 U.S.C. 

2533a). 

(10) ____ 252.225-7016, Restriction on Acquisition of Ball and Roller Bearings (MAR 2006) (Section 8065 of 

Public Law 107-117 and the same restriction in subsequent DoD appropriations acts). 

(11) )(i) ___ 252.225-7021, Trade Agreements (NOV 2009) (19 U.S.C. 2501-2518 and 19 U.S.C. 3301 note). 

(ii) ___ Alternate I (SEP 2008) 

(12) ____ 252.225-7027, Restriction on Contingent Fees for Foreign Military Sales (APR 2003) (22 U.S.C. 

2779). 

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(13) _X_ 252.225-7028, Exclusionary Policies and Practices of Foreign Governments (APR 2003) (22 U.S.C. 

2755). 

(14)(i) ____ 252.225-7036, Buy American Act--Free Trade Agreements--Balance of Payments Program (JUL 

2009) (41 U.S.C. 10a-10d and 19 U.S.C. 3301 note). 

(ii) ___ Alternate I (JUL 2009) of 252.225-7036. 

(15) ____ 252.225-7038, Restriction on Acquisition of Air Circuit Breakers (JUN 2005) (10 U.S.C. 

2534(a)(3)). 

(16) ____ 252.226-7001, Utilization of Indian Organizations, Indian-Owned Economic Enterprises, and Native 

Hawaiian Small Business Concerns (SEP 2004) (Section 8021 of Public Law 107-248 and similar sections in 

subsequent DoD appropriations acts). 

(17) ____ 252.227-7015, Technical Data--Commercial Items (NOV 1995) (10 U.S.C. 2320). 

(18) ____ 252.227-7037, Validation of Restrictive Markings on Technical Data (SEP 1999) (10 U.S.C. 2321). 

(19) _X_ 252.232-7003, Electronic Submission of Payment Requests and Receiving Reports (MAR 2008) (10 

U.S.C. 2227). 

(20) ____ 252.237-7019, Training for Contractor Personnel Interacting with Detainees (SEP 2006) (Section 1092 

of Public Law 108-375). 

(21) ____ 252.243-7002, Requests for Equitable Adjustment (MAR 1998) (10 U.S.C. 2410). 

(22)____ 252.247-7003, Pass-Through of Motor Carrier Fuel Surcharge Adjustment to the Cost Bearer (JUL 2009) 

(Section 884 of Public Law 110-417). 

(23)(i) ____ 252.247-7023, Transportation of Supplies by Sea (MAY 2002) (10 U.S.C. 2631). 

(ii) ____ Alternate I (MAR 2000) of 252.247-7023. 

(iii) ____ Alternate II (MAR 2000) of 252.247-7023. 

(iv) ____ Alternate III (MAY 2002) of 252.247-7023. 

(24) ____ 252.247-7024, Notification of Transportation of Supplies by Sea (MAR 2000) (10 U.S.C. 2631). 

(c) In addition to the clauses listed in paragraph (e) of the Contract Terms and Conditions Required to Implement 

Statutes or Executive Orders--Commercial Items clause of this contract (FAR 52.212-5), the Contractor shall include 

the terms of the following clauses, if applicable, in subcontracts for commercial items or commercial components, 

awarded at any tier under this contract:

(1) 252.237-7019, Training for Contractor Personnel Interacting with Detainees (SEP 2006) (Section 1092 of Public 

Law 108-375).

(2) 252.247-7003, Pass-Through of Motor Carrier Fuel Surcharge Adjustment to the Cost Bearer (JUL 2009) 

(Section 884 of Public Law 110-417).

(3) 252.247-7023, Transportation of Supplies by Sea (MAY 2002) (10 U.S.C. 2631).

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(4) 252.247-7024, Notification of Transportation of Supplies by Sea (MAR 2000) (10 U.S.C. 2631).

(End of clause)

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT (PWS) FOR

ANG UNIT PSYCHOLOGICAL HEALTHCARE SUBJECT MATTER EXPERTS

SECTION I:

A. INTRODUCTION

Air National Guard 

Enduring Priorities: 

Federal and State: “Secure the Homefront and Defend the Nation, Develop Adaptable Airmen 

and Transform from a platform-based to a capabilities-based force”

1.1 Period of Performance: Two Year Ordering Period.

B. BACKGROUND and PURPOSE OF CONTRACT 

 

The Air National Guard (ANG), an active duty component of the Air National Guard 

Bureau (ANGB) and the U.S Department of Defense (DoD) has the urgent need to 

provide mental health support services per provision 10 U.S.C., Chapter 55; Section

723, National Defense Authorization Act for FY 2007, Pub. L. 109-163 and the Report of 

the DoD Task Force on Mental Health (TFMH), June 2007 specifically behavioral health 

and support services for Air National Guard (ANG) members as part of pre-deployment

resiliency training and post deployment reintegration to civilian life. 10 U.S.C., Chapter 

55 establishes Federal responsibility for Prevention, Mitigation, and Treatment of Blast 

Injuries (Pub. L. 109-163 (1) (D), Access to Health Care Services for Beneficiaries 

Eligible for TRICARE and the Department of Veterans Affairs Health Care (Pub. L. 107-

314, (A), (C) Health Care Management Demonstration Program (Pub. L. 106-398, (a), 

(b, 1-2), to run mental health related programs as directed by DoD, State JTFHQ, Air 

Force or NGB that may include but not limited to intervention and rehabilitation 

programs for returning troops who have developed post traumatic stress disorder 

(PTSD), experienced traumatic brain injuries (TBI), and/or other behavioral health 

problems associated with an individual’s inability to reintegrate into civilian life. Some 

states and local communities currently lack access, coordination and/or professional 

intervention services of mental health providers and related support systems. The Air

National Guard (ANG) faces unique challenges to provide mental health support to its 

members. ANG wings are community based and are seldom within the catchment area 

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of a military treatment facility; and have varying degrees of capabilities between 

communities and states. Since the ANG does not provide medical treatment, all care is 

received externally through AD MTF/TRICARE (if eligible), the Veterans Health 

Administration (VA) and health insurance provided through a Guard member’s or civilian 

spouse’s civilian employer. Additionally, psychological health is not a core competency 

of the ANG; resulting in an inconsistency between a state’s ability to design and 

implement a psychological health program.

This contract also addresses the recommendations: 5.4.1.6, 5.4.1.10, 5.4.1.11, 5.4.1.12, 

5.4.1.14 of the DoD Plan to Achieve the Vision of the DoD Task Force on Mental Health, 

September 2007 Report to Congress; “to place a Director of Psychological Health at 

each of the 54 Joint Force Headquarters (JFHQ)”, for Army and Air National Guard 

service, under direction of the state Adjutant General (TAG) who may appoint a Joint 

Director for oversight. In addition, the Air National Guard has been tasked to also fill 

Psychological Health Subject Matter Expert (PHSME) positions at each of the 89 Air 

National Guard Wings. 

To fulfill this mission, the Contractor, in partnership with ANG, will identify behavioral 

health provider networks of locally based mental health clinicians/counselors who will 

offer mental health counseling and associated support services for ANG members and 

their families. In addition, the Contractor will place a Psychological Healthcare subject 

Matter Expert in each of the 89 ANG Wings who will coordinate and manage mental 

health counseling and resource services and/or oversee qualified providers and other 

mental health resources within his/her respective state. The designated Wing Project 

Officer in coordination with the ANG Contracting Officer Technical Representative 

(COTR) will provide technical oversight to ensure delivery of professionally sound, 

standardized and cost-effective services.

The purpose of this contract is to obtain a contractor who will identify and provide ANG 

Wing Psychological Healthcare Subject Matter Experts (WPHSME) who will coordinate 

counseling and/or oversee mental health services to ANG members and their families 

located throughout the United States including the Pacific Islands, Puerto Rico and the 

Virgin Islands, wherever Air National Guard members and their families are located. All 

ANG psychological health support services will complement one another and provide 

ANG members with valuable assistance in their management of behavioral health 

issues to include: mild readjustment issues to varying degrees of traumatic brain injuries 

and/or post traumatic stress disorder (PTSD) sustained through deployment. An 

additional goal is to decrease the stigma associated with seeking “mental health” 

services as well as improve access to qualified mental health providers at the critical 

point, when an ANG member (or family member) recognizes the need for mental health 

intervention.

C. TRANSITION ACTIVITIES

a. Phase In

In order to ensure continuity of services, ANG will require the Contractor to provide a 

seamless implementation. During this period, existing state behavioral health 

resources may/may not be established or may be at various implementation levels. 

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The contractor will familiarize all applicable staff to ensure successful operations to 

achieve measurable outcomes. The Contractor’s transition plan will incorporate and 

provide for adequate coverage to maintain uninterrupted, comprehensive behavioral 

health services to ANG members, and will be effectively and efficiently administered 

and completed within a reasonable time frame.

The Contractor shall, immediately upon award of the contract, contact the ANG Air 

Surgeon Directorate Project Officer to plan implementation of the contract. The 

contractor’s phase-in plan must provide for full operation of the program in 

coordination with the Wing Psychological Healthcare Subject Matter Expert (PHSME) 

in the 54 (states and territories) and the 89 ANG Wing Medical Group delegated 

representatives to begin working as proposed and work begins as planned to achieve 

full operation. 

The contractor shall provide each Wing with two fully qualified candidates as outlined 

in the qualifications section of this PWS and position description (PD). The Wing will 

assign a designated representative to perform the interview process and recommend 

a candidate to fulfill the WPHSME position to the contractor. The contractor in turn 

will notify Wing Project Officer and the ANG COTR when a PHSME is hired for that 

Wing and the projected employment start date. 

Each 89 ANG Wing representative/s working with their State PHSME, and the 

Contractor shall indoctrinate and brief new PHSMEs in the culture, mission and 

organizational structure of the Air National Guard. The ANG Medical Groups will also 

be responsible to indoctrinate Wing PHSMEs on DoD, AF and NGB Behavioral Health 

policies and programs. 

Offerors are requested to describe, as part of the phase in plan, specific objectives, 

including time frames necessary to achieve a smooth, flawless implementation to 

deliver services, to include using DoD, AF and NGB Mental Health data systems in 

utilization and specific case management activities should it be awarded this 

component of the contract. 

b. Transition Plan

The transition plan will include methods, policies and protocols that outline in detail 

how the personnel will be identified and services will be implemented. Some of the 

policies, procedures, and other requirements may be addressed or incorporated in 

various contract deliverables of this contract.

a. A basic outline which details goals and measurable objectives including 

timeframes how the Contractor will assume sole responsibility for service delivery 

from award to complete implementation.

b. Identification of: including roles, responsibilities and lines of communication; 

internally and with DoD, AF, NGB, State JFHQ, State PHSME, Wing Leadership, 

Veterans Health Administration and TRICARE or any other civilian organization 

providing mental health services for ANG members.

c. Methods to orient new staff to the DoD, AF, NGB, State and expected mental 

health requirements and clinical training on the specifics of TBI and PTSD. The 

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Government may provide clinical oriented TBI and PTSD training specific to the 

guard member exposed to traumatic events relating to their duties. 

d. Timelines and plan for hiring new Wing Psychological Healthcare Subject Matter 

Expert (WPHSME) and identified state affiliate counselor resources/networks 

where needed.

e. Plan to transfer any applicable current cases, records and other direct service 

responsibilities to new state Psychological Healthcare subject Matter Expert for 

administrative oversight if requested.

c. Contract Phase-Out Services

At the end of this contract, if deemed necessary by the Government (ANG

COTR), the Contractor shall provide similar transition planning and cooperation to 

the successor Contractor (refer to Federal Acquisition Regulation (FAR) Clause 

52.237-3 Continuity of Services).

D. SCOPE

Services will be provided for ANG members and their families, as related to the mental 

health needs of the ANG member. Services are to be provided for ANG members 

regardless of their physical geographic location within a U.S. State or Territory. 

Currently, services are provided through a variety of Federal and State programs with 

varying success. The Government reserves the right to add services under this contract 

for state and local governments and any other entities in the future, consistent with any 

authorities delegated to ANG to directly augment state and/or local governments and/or 

to assist other federal organizations to achieve their associated missions. 

When requested by the ANG COTR, the Contractor shall develop a packet requesting 

Office of Management and Budget (OMB) clearance and approval for Client Satisfaction 

Surveys. The ANG COTR will forward this packet to OMB for clearance per Government 

requirement.

ANG will require a service tracking and management system that is a comprehensive 

report that includes analysis by the state, and an aggregate of all services by state and 

case records. The Contractor may be required to provide an electronic data feed of 

information for input to another Federal agency’s MIS or medical management case 

data system.

Offerors are requested to describe, as part of their proposal, what information and 

capabilities they will provide to support the ANG to promote the awareness and 

utilization of this service and decrease any mental health stigma future for returning 

ANG members.

SECTION II:

A. TECHNICAL REQUIREMENTS AND DELIVERABLES

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Psychological Health Services (PHS) will be a comprehensive service designed to 

assist in all efforts to resolve a continuum of mental health concerns from mild 

adjustment disorders; including associated personal problems related to traumatic 

brain injury (TBI) and post traumatic stress disorder (PTSD) that adversely impacts 

reintegration to civilian life to assistance to family members caring for Guard 

members with severe TBI or PTSD. The goal of the psychological health service is 

to address such problems in the quickest, least restrictive, most convenient, and 

least costly manner while strictly respecting ANG member’s confidentiality. 

Psychological health services will be offered to any of the approximately 107,000 

ANG members and their family members. These services are tailored and delivered 

according to the mental health needs of each individual through various 

combinations of mental health resource identification, communication of applicable 

benefits and other counseling services within a state/territory and the military system 

framework. Initial contact will have a greater emphasis on assessment, referral, and 

resource identification; for example, connecting the ANG member with a confirmed 

appointment or other mental health resource. Services that address longer term or 

more complex problems will also require personal assistance and resource 

identification within the given military or civilian structure for “follow through” to the 

appropriate heath care provider(s) or institution. 

This contract is not an exclusive contract to provide all psychological health services 

for the ANG, e.g., to meet the needs of service member’s psychological health 

concerns. Other Federal or State agencies and/or contracts may participate in an 

individual’s reintegration needs. The ANG expects collaboration among all 

contractors working for the DoD, State and local communities.

a. Optional Services: 

Optional Services are designed to be delivered on a stand-alone basis as a 

complement to other services received by states/territories to help fill gaps in 

services, and to provide a more complete solution to meeting behavioral health 

needs of individual ANG members and their families. These services may involve 

any service that requires special emphasis to meet an individual’s needs unique to a 

particular state. 

These services include: 

a. Stand-alone Drug Free Workplace Services including Substance Abuse 

Professional Services. 

b. Stand-alone Behavioral Health Education and Training Services including 

various techniques, media, and other means of communication.

c. Stand-alone Targeted Assessment, Screening and Referral Services, e.g., for 

alcohol, depression, hospitalization or other adjustment concerns.

d. Stand-alone Preventive and Intervention Services based on results of a variety 

of assessments, e.g., surveys of health and productivity within a specific group 

or state. At ANG’s discretion, the vendor will conduct assessments including, but 

not limited to, surveys.

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 e. Stand-alone Behavioral Health Return to Work Services. 

f. Other stand-alone health related services as needed per ANG request.

f. Web based or Tele-health services

g. Suicide and Violence Prevention Programs

h. Resiliency Programs

b. Integration of Services 

The Government is seeking a Contractor(s) to provide psychological health services, 

through the provision of the ANG COTR and Wing Project Officer in collaboration 

with the State Directors of Psychological Health, and/or Optional Services.

Section II, paragraph C, provides information regarding the technical aspects of the 

Psychological Health Services and other optional Services. 

All NGB Contractors shall work together to collaborate on providing a seamless 

operation. The Government shall provide point of contact information to the awarded 

Contractor to all other contracted partners to ensure comprehensive communication.

The Contractor is required to ensure that services are designed to work 

collaboratively to fully support any other contract award to meet the overall needs of 

eligible service members in their respective states, consistent with applicable laws 

and regulations concerning privacy and confidentiality. 

Contractors are required to support each other when requested by NGB. For 

example, the PDHRA program (See Definitions), or other deployment related 

programsThe ANG contractor personnel are to maintain awareness of service 

members who are eligible to participate in other contracted as well as Federal 

benefit programs. The ANG contractor will screen service members for other needs 

and refer them to the most appropriate resources for the needed service, with 

consideration given to all eligible benefits. The ANG contractor will offer to transfer 

or connect the service member to an AD MTF,VA hospital, Vet Center, TRICARE 

provider or other appropriate resource when that is in the best interest of the 

individual. 

If an ineligible individual requests services from the Contractor, the Contractor will 

endeavor to promptly connect the employee with the organization responsible for 

delivering the requested service. If unable to meet emergent needs by doing so, the 

Contractor is to deliver services (within scope) needed to meet emergent needs and 

notify the Wing Project Officer and ANG COTR. Similarly, if the Contractor is unable 

to determine eligibility for service, the Contractor will meet emergent needs and 

notify the ANG COTR and Wing Project Officer.

The Contractor must have an efficiently accessible DoD, VA and private insurance 

plan benefits information system that enables the contractor to quickly identify the 

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member’s benefits and the services available to the ANG member.

B. PSYCHOLOGICAL HEALTH SERVICES (PHS)

In performance of this contract, the Contractor, independently and not as an agent of 

the Government, shall provide all necessary personnel, management, and supervision 

to support comprehensive PHS services. The Contractor shall provide the services in 

accordance with Section 5.

The goals of the service include:

 

 To provide high quality services that are ANG member specific; friendly and 

comprehensive, while typically increasing state/territory utilization rates to promote Air 

National Guard member readiness.

 To assist ANG program managers and supervisors to improve ANG member and 

their families psychological health well-being by managing professional services and/or 

overseeing an individual’s mental health needs.

 To provide consultation and support to help address organizational and individual 

health care situations which may have a detrimental effect on ANG member’s 

psychological health.

 To offer consultative guidance and advice to Wing ANG senior leadership on DoD, 

AF, NGB and state specific mental health needs based on Guard member 

demographics and mental health status.

 To provide Air National Guard oriented mental health training throughout the full 

spectrum of their employment in the Air National Guard.

A. POLICY CONCEPTS

ANG will act as the lead in a consortium of states and territories that seek a variety of 

services for their ANG members and their families.

The policy concepts which these services operate are as follow:

1. The Air National Guard, as an employer, recognizes TBI, PTSD, mental and 

emotional disorders, alcoholism and/or other drug abuse as treatable conditions. 

The ANG members suffering from these conditions should receive the same 

assistance that is presently extended to employees having any other illness.

2. The Wing PHSME will work with Commanders, managers and supervisors to 

design and promote services that will address individual’s mental health issues 

and prevent potential issues from developing. Services also will be provided for 

individual ANG members to improve civilian work performance by assisting in the 

resolution of personal problems, and enhancing their ability to balance and 

manage both their work and other life responsibilities.

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3. Psychological Health Services (PHS) will interface with other ANG joint programs 

so as to result in an integrated, seamless support program for all ANG members.

4. Except for the limitations for sensitive positions (as provided by Section 201(c)(2) 

of PL 91-616 and Section 413 (c)(2) of PL 922-255 and according to Executive 

Order 12564), no member's job security or promotional opportunity will be 

jeopardized as a result of a request for either PHS counseling/problem solving or 

outside assistance in connection with the treatment of emotional problems, 

alcohol and/or other drug abuse. 

5. Professional ethics and the principles of confidentiality stated in the Privacy Act 

will be adhered to at all times, with the exception of the limited confidentiality 

extended to any ANG member who has divulged information that requires a 

mental health provider to report that concern; per applicable State and Federal 

laws, guidelines and regulations. In all such cases, the results may be disclosed 

without ANG member consent to the ANG COTR, State and or Wing leadership, 

and/or the Guard member's Commander. 

All medical and counseling/problem solving records, as well as any information 

obtained by contact with, or employee visits to the PHS, will be kept in a

confidential manner in accordance with the mental health system of records and 

Section 122 and 303 of PL 93-282, the Privacy Act of 1974 and 42 CFR, Part 2 

“Confidentiality of Alcohol and Drug Abuse Patient Records." Because the 

regulations prohibit implicit and negative disclosure about persons with alcohol 

and/or other drug abuse problems, including whether or not a given person has 

utilized the PHS, the confidentiality of all ANG members shall be maintained.

6. The PHS services will provide confidential consultation, assessment, problem 

solving and/or outside referral and follow-up services for ANG members and 

their family members, as well as Commanders who seek help for themselves 

and/or the ANG members for whom they supervise.

7. Any member who decides to coordinate a visit to the PHS with permission of a 

Commander may, based on the policy of the Air National Guard, be considered 

on official duty (however may be in a non-pay status) while at the PHS for 

assessment and/or short-term counseling/problem solving. When PHS visits are 

coordinated with and approved by the Commander, sick or annual leave may or 

may not be charged to the ANG member. Full time ANG members who selfrefer to the PHS without a supervisor's knowledge may use sick or annual leave 

to utilize the assessment, counseling, and/or in- or outpatient treatment of the 

PHS. 

B. POST AWARD CONFERENCE

The Contractor's, and other appropriate corporate personnel shall meet with the 

Contracting Officer, ANG COTR, and other ANG staff for a post award conference 

within ten (10) days of the award of the contract to thoroughly review the requirements 

of the contract document, contract administration procedures and invoicing 

requirements. Within thirty (30) days of the award of the contract, ANG shall visit the 

Contractor's corporate office and meet with them to discuss and present the 

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organizational structure and pertinent information about the personnel management 

policies and procedures of customer organizations. The contracting officer, ANG 

COTR, and other relevant managers should participate in the meeting at the 

Contractor’s corporate office, if requested.

C. MANAGEMENT INFORMATION SYSTEM ()

The privacy and confidentiality of all ANG member identifying data managed as part of 

this contract must be handled as specified in Section 5.10 System of Records and 

Management Information System in the solicitation.

D. DEFINITIONS

These definitions shall apply when used in the provision of service delivery and 

throughout this contract.

1. Activation: Order to active duty (other than to training).

2. Active Duty: Full time duty in the active service of a Uniformed Service including active 

duty training (full time training duty and full time attendance at a school designated as a 

military service school, e.g. United States Military Academy).

3. Affiliate: An individual or group of professional mental health practitioners who, through 

a contractual relationship with the prime Contractor, provide counseling services to ANG 

members and/or their family members. All Affiliates shall meet the requirements of 

qualified counselor as defined herein.

4. Wounded Warrior Program: Formally known as the Disabled Soldier Support program 

(DS3), this program provides support and coordination of care to all members of the 

Armed Services and their families through all phases of recovery and rehabilitation from 

injury.

5. Wing Suicide Prevention Program – This Air Force wide initiative encompasses 

efforts to provide quality education, enhanced prevention and improved event tracking 

regarding the suicide prevention program endorsed by the Air Force. Efforts will be 

made at the Wing level to tailor psychosocial and prevention programs appropriate for 

the particular climate and needs of each unit.

Automated Neuropsychological Assessment Metric (ANAM) – Automated 

Neuropsychological Assessment Metrics. The ANAM is a 20-25 minute 

neuropsychological assessment designed to detect gross abnormalities in 

cognitive functioning. The testing is currently mandated as a baseline screening 

for Airmen who will be deploying under Title 10 status in areas where they will be 

receiving hazardous duty pay. The ultimate goal of ANAM is to have a predeployment (aka, baseline) measure should an Airman show evidence of 

experiencing a head injury during deployment. This baseline measure could 

later be used as a comparison for future, follow-up ANAM assessments.

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6. Alcohol Abuse: A maladaptive pattern of alcohol use leading to clinically significant 

impairment or distress as manifested by one or more of the following: failure to fulfill 

major role obligations at work, school or home; legal problems resulting from the use; 

recurrent use in situations in which it is physically hazardous; and/or continuous use 

despite having persistent or recurrent social or interpersonal problems caused or 

exacerbated by the effects of the alcohol.

7. Assessment and Referral: Professional counseling including an assessment, various 

educational and motivational activities, and referral to an appropriate community 

resource. 

8. Front Line Supervisor’s Course - This 1⁄2 day course provides in-depth training for 

supervisors to enhance their ability to recognize and effectively intervene with personnel 

suffering from emotional distress secondary to a variety of life problems, and builds 

upon skills first learned during annual suicide prevention training and various 

professional military education activities.

9. Beneficiary: Individual eligible to receive medical care provided by military medical 

facilities and the TRICARE network and can include active duty personnel, active duty 

dependents, military retirees and their dependents, and survivors of deceased service 

members.

10. Case Management: An activity aimed at assessing the member's progress and needs 

to help ensure that appropriate services are provided. This may include, but is not 

limited to, contacts with the member, service provider(s), significant others and ANG 

representatives as appropriate. 

11. Case Record: The electronic and any hard copy record of case activity. 

12. Casualty Assistance Officer: Specially trained officer and enlisted personnel who are 

charged with personally notifying family members of the death of an active duty service 

member. They provide initial guidance and support in assisting families in dealing with 

the loss of a military member.

13. Chain of Command: the succession of commanding officers from a superior to a 

subordinate through which command is exercised. 

14. Client/ ANG member/ service member: An individual, eligible under applicable ANG 

policies, who receives services through this contract.

15. Conflict-of-Interest Assignment/Referral: Assignment or referral of any member(s) to 

an affiliate counselor or resource in which the referring Counselor and/or the Contractor 

has a financial interest or any other interest. 

16. Continuous Quality Improvement (CQI): The analysis of processes to reduce 

unnecessary variation and improve the quality of the products and services delivered 

and the use of methodologies to develop new products, services, or processes which 

offer benefits to ANG members. This process includes the analysis of evaluations from 

trainings and orientations, customer satisfaction surveys, and record reviews, as well as 

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staffing patterns, Substance Abuse Professional coverage, Information System data, 

etc.

17. Continuous Quality Improvement Reports: Statistical and narrative reports that 

summarize the findings of the Contractor's Continuous Quality Improvement process.

18. Contractor: A company that has entered into a contractual relationship with ANG to 

provide services according to the terms described herein.

19. Counseling/Problem Solving: Professional counseling/ problem solving provided by 

Affiliates sub-contracted by the Contractor or within the TRICARE, VA Healthcare 

system or other accepted resources. Counseling/problem solving is solution-focused, 

supportive, motivational, educational and/or informative.

20. Critical Incident: A situation that is perceived to threaten life and/or cause serious 

physical and/or emotional injury or distress to a person or group. The contractor shall 

provide a critical incident report verbally to ANG within 24 hours of being notified of each 

critical incident.

21. Critical Incident Stress Debriefing (CISD): A formal, intervention model, voluntary 

group meeting between a trained or Affiliate Counselor and group exposed to the same 

stressful event/incident following an event/incident.

22. Critical Incident Stress Management (CISM): Constellation of services or activities 

that may be used by an organization to respond to and manage a critical incident. 

Services and activities include, but are not limited to, "inoculations," defusings, 

debriefings, outreach to the workforce, psycho-educational activities related to trauma, 

anniversary responses, consultation, etc.

23. Coordinating Authority: A commander or individual assigned responsibility for 

coordinating specific functions or activities involving forces of two or more military 

department forces in the same Service. The Commander or individual has the authority 

to compel agreement. Coordinating authority is more applicable to planning than 

operations.

24. Dependent/Immediate Family: A service member’s spouse, children who are 

unmarried and under 21 years of age or who, regardless of age, are physically or 

mentally incapable of self support; dependent parents; including step and legally 

adoptive parents of the service member’s spouse; and dependent brothers and sisters 

including step and legally adoptive brothers and sisters.

25. Direct care: Health care for active duty and other classes of beneficiaries provided 

inside the military treatment facilities (MTF) system; e.g. care received at the National 

Naval medical Center, Walter Reed Army Medical Center, health care provided to forces 

deployed to combatant sites and other locations overseas.

26. Directors of Psychological Health: Individuals at the state level responsible for state 

program oversight; program information, answering and screening phone calls, 

providing information, and connecting callers and other requests for mental health 

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services to the appropriate resource if needed.

27. Drug Abuse: Use of psychoactive substances that are consumed in amounts 

hazardous to individual health or safety of the community, are prohibited by the laws of 

the state or if otherwise legal are taken on one's own initiative rather than on the basis 

of qualified professional advice.

28. Drugs: Includes illegal, legal and/or over-the-counter drugs other than alcohol, caffeine 

or tobacco. Illegal drugs refer to those prohibited for use or possession by law or 

statute. It does not include the use of a controlled substance pursuant to a valid 

prescription or for other uses authorized by law. Legal drugs include both prescription 

and non-prescription medication.

29. Emergency: Any situation requiring immediate attention and/or intervention where there 

is danger to life and/or property. 

30. Employees in Sensitive Positions: 

Employees in positions designated as Special Sensitive, Critical Sensitive or NonCritical Sensitive under Chapter 731 of the Federal Personnel Manual or employees 

in positions designated as sensitive in accordance with Executive Order No. 10450, 

as amended;

Employees granted access to classified information or who may be granted access 

to classified information pursuant to a determination of trustworthiness under 

Section 4 of Executive Order No. 12564;

Individuals serving under presidential appointments;

Law enforcement officers as defined in 5 U.S.C. 8331 (20) and 8401 (17); or

Other positions that involve law enforcement, public health or safety, national 

security, the protection of life and property or other functions requiring a high degree 

of trust and confidence.

Family members: Relatives of service members regardless of home address, or 

significant other living in the employee's household. This group can include but is 

not limited to Service member parents, step-parents, grandparents, siblings, aunts, 

uncles, nieces, nephews cousins etc.

31. Family Support Centers (FSC): FSCs are designed to offer family members of soldiers 

with a range of information including but not limited to provision of services provided by 

the installations, community resources, and other necessary information unique to 

service members’ families. 

32. Health care provider: A broad term encompassing licensed clinical professionals (e.g. 

physicians, psychologists, advanced practice nurses, licensed clinical social workers.

33. Individual Medical Readiness (IMR): A means to assess an individual service 

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member’s readiness level against established metrics to determine medical deployability 

in support of contingency operations.

34. Installation: A grouping of facilities located in the same vicinity, which support particular 

functions. Installations may be elements of a base.

35. Intake: The process of a member requesting services and contact with a PHSME. The 

intake process also includes the completion of appropriate forms that result in either the 

opening of a new case file or re-opening of an existing one. 

36. Professional staff employed by the Contractor and assigned to work on the ANG who 

are designated by the Government as functioning in positions that are significant to 

achievement of contract objectives.

37. Medical Evaluation Board (MEB): Physical and/or mental health problems that are 

expected to render a service member unable to fully perform his/her duties exceeding 

90 days require a MED. A limited duty board is a type of MEB that places a member in a 

less than full duty status for 6 months. If a service member has a condition that is 

incompatible with military duty or that results in disqualification from world-wide 

deployment for more than 12 months, he/she will be referred to a Physical Evaluation 

Board (PEB).

38. Medical Holdover: Demobilized Reserve Component soldiers with medical conditions 

and/or injuries sustained in the line of duty that render them non-deployable but 

volunteer to remain on active duty as they are treated medically.

39. Medical Regulating: The actions and coordination necessary to arrange for the 

movement of patients through the levels of care. The process matches patients with a 

medical treatment facility that has the necessary health service support capabilities and 

available bed space.

40. Military One Source: A toll-free, 24/7 clearinghouse service that provides information 

and resources to active duty personnel and their beneficiaries.

41. Monitoring of Member Progress: The PHSME’s role in following a member's progress 

throughout the intervention or referral process. Such contact occurs on a periodic basis 

and with the member's authorization, and includes, but is not limited to, contacts with the 

member, the member’s commander (if involved and appropriate), and resource(s) to 

which the member is referred, etc.

42. Offeror: Any organization that submits a proposal in response to this RFP.

43. Post Deployment Health Assessment (PDHA): A mandatory procedure for each 

service member redeploying from combatant operations. It is composed of two parts. 

Each returning service member must fill out a form DD 2796; entitled PDHA. In addition 

to the completion of the form, the Service member must also have a face-to-face 

interview with a trained health care provider. This is to be completed within five days 

before or after redeployment. If this is not possible, the member’s commander should 

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ensure that it is completed, processed and filed in the permanent medical record within 

thirty days of the member’s return.

44. Post Deployment Health Re-Assessment (PDHRA): A mandatory program designed 

to identify and address health concerns with a specific emphasis on mental health 

issues that may have emerged over time since deployment and re-deployment. The 

PDRHA form (DD2900) which is also web based can be filled out on-line, provides a 

second health assessment for the three to six month period after re-deployment. These 

forms must be reviewed by a health care provider and any follow up with the service 

member must be undertaken.

45. Pre-deployment Health Assessment: A required form (DD 2795) that allows military 

personnel to record information about their general health and share concerns they may 

have prior to deployment. It also assists health care providers identify issues and 

provide medical care before, during and after deployments. It is mandatory for all 

deploying military personnel to fill out the form. It is to be completed and validated within 

30 days prior to deployment. This is not to be confused with the periodic Health 

Assessment. 

46. Post Traumatic Stress Disorder (PTSD): An anxiety disorder that can occur following 

the experience or witnessing of a traumatic event. A traumatic event is a life threatening 

event such as military combat, natural disasters, terrorist incidents, serious accidents or 

sexual assault in adult or childhood. Most survivors of trauma return to normal given a 

little time. However, some people will have stress reactions that do not go away on their 

own or may even get worse over time. These individuals may develop PTSD.

47. ANG COTR: The Contracting Officer’s Technical Representative. An individual(s) 

appointed by the Contracting Officer and the COR to manage and monitor this contract 

from a technical standpoint. For purposes of this contract, the ANG COTR is identified 

as a member of the NGB/SG Directorate. In the absence of the ANG COTR, the COTR 

shall assign a designee to represent or act on their behalf. 

48. Purchased care: Health services provided through a TRICARE contract that utilizes 

civilian resources.

49. Qualified Staff: See Section 5.3 (1) of this document for requirements.

50. Redeployment: The withdrawal and redistribution of forces; to transfer to another place 

or job.

51. Referral: 

Self-Referral - voluntary and confidential use of the PHS by an employee or family 

member.

Formal or Informal Referral - referral to the PHS by a supervisor, commander or 

other management official of any member who has deteriorating job performance, 

time management, attendance and/or conduct problems either in writing (formal) or 

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verbally (informal).

Other Referral - referral to the PHS of an employee by a union official, health unit, 

family member or through any means other than self- or a supervisory referral.

52. Release of Information Form: A document signed by a ANG member that permits the 

health care provider to disclose specified information to identified 

supervisors/Commanders, treatment facilities, family members, etc. Except where 

disclosure without consent is allowed or required by law, the member's written consent 

shall be obtained prior to the release of information to any individual, institution and/or 

organization. This applies to all releases without regard to the type of problem the 

individual is experiencing.

53. Resource: An agency, organization, business, service, individual/practitioner and/or 

other system to which/whom the assessing health care provider or the PHSME may 

refer an employee or family member.

54. Resiliency – DoD, AF or ANG program.....

55. State Air National Guard: Every U.S. state and territory, for both Air and Army Air 

National Guard, is a component of the psychological health program and may have 

slight nuances in the application to provide mental health services to its members. 

56. Statement of Understanding: A document that describes the services available for 

mental health or resource assistance and its applicable confidentiality. It is given to the 

service member at the beginning of the first counseling session and includes a consent 

form that must be signed prior to the member receiving counseling services.

57. Substance Abuse Prevention and Treatment: programs designed to address the 

substance use, misuse, abuse and dependency needs of service members. Each 

service has oversight over their substance abuse prevention and treatment programs. 

58. Substance Abuse Professional (SAP): Licensed physician (Medical Doctor or Doctor 

of Osteopathy), or licensed or certified psychologist, social worker, employee assistance 

professional or addiction counselor (certified by the National Association of Alcoholism 

and Drug Abuse Counselors Certification Commission) with knowledge of, and clinical 

experience in the diagnosis and treatment of alcohol and controlled substances-related 

disorders. 

59. Supervisor or Management Consultation: Discussion between any and service 

member’s supervisor/management official to assess organizational needs; discuss 

potential and actual referrals; consult or confer regarding a client as appropriate during 

the course of counseling/problem solving monitoring, and/or follow-up; and/or managing 

a critical incident. 

60. Testing Designated Position (TDP): Any employment position that has been 

designated for random alcohol and/or other drug testing by Government mandate or 

management decision.

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61. Third Party Payments: Payments made by a health insurance company that typically 

covers either part or all of the cost of medical and/or behavioral health treatment.

62. Tour-of-Duty: Employee work shift.

63. Traumatic Brain Injury: A blow or jolt to the head or a penetrating head injury. The 

injury may be caused by falls, motor vehicle accidents, assaults and/or other incidents. 

Blast and concussive events are a leading cause of TBI for active duty military 

personnel involved in war zones. TBI can temporarily or permanently impair a person’s 

cognitive skills, interfere with emotional well-being and diminish physical abilities. 

Persons with TBI also remain at high risk for the development of delayed symptoms.

64. TRICARE: DoD’s health care plan for active duty, active duty beneficiaries, retirees and 

their beneficiaries.

65. Veterans Health Information Systems and Technology Architecture (VistA): The 

Veteran’s Health Administration electronic medical information/record system.

66. Utilization: Utilization is tracked through counting numbers of persons or events. 

When utilization rates are provided they are calculated by annualizing these numbers 

and dividing by the total number in the category tracked, e.g., cases opened divided by 

the total covered ANG member population. 

Utilization tracking for PHSME activity includes, but is not limited to, the following: 

Consultations with ANG members/family members regarding any presented issue for 

which a case has not yet been opened. This may include provision of information, 

education, assessment, and or referrals.

Cases opened: The number of cases opened (with an assigned case number) with 

service members needing assistance for a defined problem.

Problem Resolution Rate: The percentage of cases closed in which the problem or 

issue assessed by the mental health provider was resolved.

Training/education/seminar Participants: The number of employees in attendance at 

trainings, seminars, workshops, and orientations.

Critical incident responses and numbers of individuals provided group or individual 

interventions.

Consultations with ANG management or supervisors/Commanders regarding an 

individual or work unit.

67. Verified Positive Test Result: Any test result that has been screened positive by a 

FDA-approved immunoassay test, confirmed by a Gas Chromatography/Mass 

Spectrometry assay (or other confirmatory tests approved by HHS), and evaluated and 

corroborated by an authorized reviewing official.

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68. Warm Transfer: A direct telephone transfer, through use of telephone conferencing, of a 

caller to an affiliate counselor from a PHSME without disconnecting the caller. The 

individual transferring the call shall speak with the mental health counselor to indicate that 

he/she has a caller on the line who is interested in services. 

69. Wing Project Officer – Supervises and manages the day-to-day activities of the Wing 

PHSME as outlined in this PWS. Performs quality surveillance and reports any 

deficiencies in the contract services provided to the ANG COTR and the COR.

70. AF Suicide Prevention Program - This Air Force wide initiative encompasses efforts to 

provide quality education, enhanced prevention and improved event tracking regarding 

the suicide prevention program endorsed by the Air Force. Efforts will be made at the 

Wing level to tailor psychosocial and prevention programs appropriate for the particular 

climate and needs of each unit.

71. DoDSER -The Department of Defense Suicide Event Report (DoDSER) is an omnibus 

instrument designed to glean as much demographic, service related, psychosocial and 

antecedent information that can be consistently gathered from service members who 

have either attempted or completed suicide.

C. TECHNICAL SPECIFICATIONS/TASKS TO BE PERFORMED

The PHS Services to be delivered under this contract are ANG member based

behavioral health services designed to help maintain and improve ANG member 

productivity and to help members address the full range of personal and mental health 

problems. Services are to be part of a comprehensive overall effort through the DoD, 

AFand NGB Behavioral Health programs. 

As part of their proposals, offerors are requested to consider the services to be 

delivered and to describe the offeror’s recent experience both at the corporate and the 

state level in: working with customer organizations to understand and meet their needs; 

demonstrating value relative to psychological health core competencies; demonstrating 

outcomes from the services delivered; and in demonstrating overall Return On 

Investment (ROI) for the Air National Guard.

Offerors also are requested to describe as part of their proposal how the offeror, if 

awarded this contract, at both the corporate and state level, would work with ANG, the 

states and territories, to accomplish the functions listed in the above paragraph.

 

Services are to be performed in accordance with the highest professional standards and 

the following requirements:

a. Professionally Staffed ANG Wing Psychological Healthcare Subject Matter 

Expert (WPHSME)

The WPHSMEs shall oversee and coordinate mental health access through the 

state offices (and territories) for on and off-site assessment, problem solving, 

educational and motivational activities, referral, monitoring, behavioral health 

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consultation, and follow-up psychological health services; 24 hours a day, 7 days

a week, 365 days a year at secure, smoke-free locations accessible to the 

physically challenged. *Each ANG Wing that accepts a WPHSME will need to 

provide an office/administrative space and Government Furnished 

Equipment (GFE) for these individuals. The WPHSME will act as a team 

member with other ANG program personnel in support of all ANG members and 

their families; recognizing there are nuances and differences regarding NGB 

component policies and protocols as well as the mental health needs of the 

individual airman or soldier. 

The WPHSMEs shall fully and promptly comply with all requests by the ANG 

COTR and the Wing Project Officer to secure all requested levels of security 

clearance for personnel working under this contract. Complete applications for 

security clearances are to be submitted within one week after approval to work at 

the ANG unit. The contractor will promptly provide other information when 

requested by the ANG COTR or Wing Project Officer to determine the 

information is needed to resolve issues, e.g., service complaints, appearance of 

background discrepancies, etc.

(1) WPHSMEs and Affiliate Counselor/Network Coverage 

ANG will set access levels and on-site placement based on ANG 

member geographic dispersion, ANG direction, program 

utilization, affiliate counselor accessibility, and other relevant 

factors to ensure cost-effective placement of WPHSMEs while 

maintaining program quality and access. ANG and the Contractor 

shall work together to track WPHSME capacity and assignment 

utilization. The Contractor shall consider clinical need and 

referrals among other pertinent factors and recommend 

adjustment of service levels and WPHSME placement.

(a) In limited circumstances it may be in the best interest of 

the Government for ANG or various states/territories to 

directly employ or contract for a WPHSME, e.g., for certain 

security reasons. In this event, at the request of the ANG 

COTR, the Contractor shall provide access to the 

WPHSME for use of the , MIS case management system 

and/or other resources available to WPHSMEs provided 

by the Contractor, as well as clinical consultation on 

difficult case situations.

(b) WPHSMEs shall be responsible for ensuring appropriate 

on-and off-site office coverage. When a WPHSME will be 

away for more than two (2) weekdays due to vacation, 

leave-of-absence, or illness/or unexcused absence, 

appropriate options shall be examined, including, but not 

limited to, back-up on-site coverage. The coverage plan 

developed shall provide the most cost and service efficient 

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alternative that provides for continuity of care, timely 

management of existing and incoming work load, service 

quality and customer satisfaction. A back up coverage for 

any absence is required.

(c) Within thirty (30) days of the award of the contract, the 

Contractor shall submit via electronic mail to the ANG 

COTR for approval, written protocols and procedures to 

ensure that all full-time, or back up WPHSMEs have 

supervision and appropriate psychiatric telephonic 

consultation available at all times. 

(d) Psychiatric telephonic consultations shall be available 

when needed, including after-hours availability for 

urgent/emergency situations.

 b. Hours of Operation

(1) Regular Business Hours

WPHSME availability will be required on each business day for 

those Wings that have regular hours, and most likely will include 

some evenings and weekends, as necessary in order to best 

serve individual ANG members.

Within thirty (30) days after the award of the contract, the 

Contractor shall submit via electronic mail to the ANG COTR for 

approval, written protocols and procedures to ensure that all are 

actively engaged in duties and/or accessible by telephone/e-mail 

during regular business hours and after hours. 

It shall be the responsibility of the Contractor to be familiar with 

the Federal calendar as well as with those days set aside as 

officially approved holidays. On-site WPHSMEs working within 

the terms of the contract shall observe the same holidays as the 

Air National Guard. When Federal organizations are granted 

additional leave including administrative leave as a result of 

inclement weather, potentially hazardous conditions, parades 

and/or other functions or special circumstances, the Contractor 

may be required to retain staff on duty at assigned locations to 

maintain an acceptable level of service for those ANG members 

who are required to work.

 (2) Emergencies and After-hours Coverage

Within thirty (30) days after the award of the contract, the 

Contractor shall submit via electronic mail to the ANG COTR and 

Wing Project Officer for approval, written protocols and 

procedures explicitly defining the process by which WPHSMEs or 

affiliate counselors shall respond to after-hours or emergency 

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calls. This plan shall include provisions for both initial phone 

contact and on-site response when clinically necessary and if 

practicable. The plan shall address the protocols applicable 

during regular business hours as well as those in emergency 

situations that occur when WPHSMEs or affiliate counselors are 

not in their offices (evenings, nights, weekends and holidays). 

Key personnel or their back-ups are expected to be available by 

e-mail or telephone 24 hours a day, seven days a week.

(3) Attendance

When the Wing PHSME is on leave during regular business 

hours, the Contractor shall notify the Wing Project Officer as to 

who will be the backup. When possible, this notification shall be 

provided two (2) days prior to the beginning of the WPHSME’s 

leave. 

 

 c. Office Locations

The Contractor shall be responsible for providing continuous on-site 

coverage at locations approved by the ANG COTR. The number of office 

locations is estimated, as state/territory locations may vary, increase or 

decrease per work force requirement. In most instances, the offices shall 

be located at ANG Wings as approved by the Wing Commander, 

however, the Contractor may be required to locate and secure separate 

office space.

 

The Contractor shall establish formal agreements with local qualified 

mental health counselors (emergency affiliate network) so that eligible 

ANG members and their families may receive counseling/problem solving 

or other assistance when urgently needed. 

d. Wing PHSME Access 

 a. Telephone Access

The WPHSME shall be accessible, regardless of where callers are 

located in their respective state/territory. 

(1) The WPHSME and/or qualified emergency affiliate counselor must be 

available at all times to immediately and directly interact with the 

caller, e.g., when a direct clinical response is required by the ANG 

member, when an emergency clinical counselor’s involvement is 

needed, or when the caller requests to speak to a counselor. 

Minimal use of recorded messages is allowable and only with the specific 

prior approval of the Wing Project Officer.

(2) WPHSMEs who have call-forwarding capability shall forward their telephones 

to back-up personnel or blackberry anytime they anticipate being out of the 

office, including after regular business hours. WPHSMEs shall be 

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responsible for testing the forwarding system to ensure that calls are properly 

forwarded to the correct terminating location each time they use their callforwarding feature. 

(3) When applicable, WPHSMEs shall record an ANG-approved message on 

his/her voice mail or answering machine. This message shall clearly refer 

callers to the appropriate forwarding number, and repeat the number to help 

ensure it is understood.

(4) Systems and procedures required to ensure reliability and effectiveness of 

offeror’s communication methods must provide for timely and accurate 

communication of information and messages among appropriate ANG 

personnel, referral counselors, and callers in all circumstances. This applies 

whether or not WPHSMEs are in their offices at the time of the call. 

(5) Within thirty (30) days of the award of the contract, the Contractor shall 

submit via electronic mail to the ANG COTR for approval, written protocols 

and procedures explicitly defining telephone/e-mail access procedures and 

system back-up procedures. The Contractor shall integrate the protocols 

and procedures into the Standard Operating and the Clinical Policies and 

Procedures Manual and into WPHSME orientation and training. The 

Contractor shall address and ensure that: 

(a) The phone calls are answered quickly, efficiently, and in a courteous 

manner. 

(b) In non-emergency cases, messages left for WPHSMEs shall be 

responded to no later than the next work day.

(c) Emergency calls shall be responded to immediately. The

Contractor shall be responsible for assuring that a qualified response is 

available twenty-four (24) hours a day, 7 days a week, 365 days a year to 

speak with any ANG member or covered family member who calls the 

Wing PHSME for services. 

If deemed an emergency by the WPHSME, person-to-person 

emergency/crisis counseling will be provided, as necessary, and callers 

will be referred to hospital emergency rooms and other facilities, as 

quickly as possible. When a referral is made to a hospital emergency 

room or other facility, the WPHSME working with the member shall 

facilitate the referral. The WPHSME will then act as a case manager 

providing linkage, monitoring, follow-up and participation in continuing 

care planning, as appropriate, with the consent of the member. 

(d) TTY access shall be available for hearing-impaired members 

and family members 24 hours a day, 7 days a week, 365 days a 

year and shall be equivalent to telephone access available to all

hearing employees and family members as described above. If 

requested, the WPHSMEs will be trained in TTY equipment operation 

and may be the sole recipients of and respondents to TTY calls. 

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(e) Counseling by telephone may be provided by any qualified referred 

counselor if it is desired by the member and does not compromise the 

WPHSME or referred counselor's judgment. Within thirty (30) days of 

contract award, the Contractor shall provide a written protocol to the ANG 

COTR for approval concerning telephone counseling. The protocol shall 

be integrated into the Standard Operating and Clinical Policies and 

Procedures Manual and WPHSME orientation and training activities. 

ANG reserves the right to establish and provide Guidelines for Telephone 

Counseling to be used by the Contractor.

(f) Web-based counseling is being reviewed by the ANG at this time and 

may be requested for implementation on a pilot project basis; in 

conjunction with the Chaplain Service. (See Optional Services).

(g) A call tracking system will be used for real-time tracking and program 

management.

(h) Monthly reports are provided to the Project Officer or designee, on 

case activity and performance against standards of timeliness for 

handling calls, making appropriate referrals, case disposition, and ANG 

member satisfaction. Offerors are to describe the reports and timeframe 

for submitting these reports as part of their proposal.

(6) Within five (5) days of the award of the contract, the Contractor shall submit 

via electronic mail to the ANG COTR for approval, a written voice mail/answering 

machine message that shall be used by each WPHSME. The text of the 

standard message shall inform callers that they have reached the WPHSME and 

advise them that they may either leave a message or call an alternative number 

to receive immediate assistance. This standard message shall be recorded by 

each WPHSME on his/her voice mail or answering machine within two (2) 

working days after approval of the message by the Wing Project Officer.

e. Referral to the WPHSME

The Contractor shall encourage maximum access to the WPHSME by creating 

policies and procedures that ensure the following referral avenues:

(1) Self-referrals in which an eligible ANG member voluntarily contacts the 

WPHSME regarding personal problems or concerns. The WPHSME shall 

interview the member, and where appropriate and with the member’s 

knowledge and written consent, manage information that will enable a health 

care provider/referred counselor to complete a thorough bio-psycho-social 

assessment of the client's presenting problem(s), which may/may not be 

related to TBI or PTSD. 

When utilizing clinical counselors (through the emergency affiliate network), 

in urgent or emergency referrals, an initial diagnostic assessment shall be 

completed within one (1) or two (2) interview sessions and shall include 

screening for alcohol, drug, and other addictive disorders, risk of violence, 

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work issues, mental health related issues, financial, legal, medical and other 

problems. Assessment will also include gathering pertinent information 

concerning the presenting problem(s), demographics, family background, 

current living situation, and baseline information on key health/work 

indicators. 

(2) Supervisory/Commander ordered referrals occur when a supervisor or 

Commander refers a member who is demonstrating job performance 

problems, time, attendance and/or other conduct problems. The PHSME 

and/or affiliate counselor shall meet with the member to both assess the 

supervisor's concerns, evaluate the member's perception of the problem(s) 

presented by the supervisor/commander and any other problems that the 

member may identify.

The PHSME and/or affiliate counselor shall be bound by the laws of 

confidentiality and shall discuss no specific clinical information with the 

referring supervisor or Commander unless the ANG member has signed a 

release of information form authorizing the release of specific information. 

Referred counselors are prohibited from communicating directly with the 

supervisor/Commander or other ANG personnel. Referred counselors are to 

promptly communicate significant information to the PHSME managing the 

case. In most cases, without a signed consent, the PHSME may only verify 

that the member sought assistance while on duty time. Applicable state laws 

and regulations apply for exceptions.

(3) Other referrals in which a member is referred to the PHSME through any 

means other than self or supervisory referral, the PHSME shall interview the 

member, and where appropriate and with the ANG member's knowledge and 

written consent, his/her family members and/or supervisor/Commander will 

obtain information that will enable the PHSME to refer to a mental health 

counselor or other appropriate health care system provider to complete a 

thorough bio-psycho-social assessment or treatment for the ANG member's 

problem(s). 

(4) Referrals due to an ANG member's confirmed positive alcohol and/or other 

drug test are formal supervisory/commander referrals, whether or not they 

are associated with TBI or PTSD. Qualified Substance Abuse Professionals 

(SAPs) as defined by the Omnibus Transportation Employee Testing Act of 

1991 as amended may be referred cases as part of the supporting affiliate 

network. Each PHSME will orient and ensure orientation of the affiliate 

counselor to the ANG and relevant DoD, Drug and Alcohol program(s) 

specific handling; policies, procedures and programs associated with alcohol 

or other controlled substance misuse or abuse.

 

f. Psychological Health Services Access

The Contractor shall be responsible for implementing protocols and procedures 

to assure that PHSMEs are available to meet with ANG members and/or their 

family members at a mutually agreeable time. The PHSME shall ensure that 

initial appointments are made and conducted in a timely manner. Options for 

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appointments shall be offered at a variety of times and days. If the initial 

assessment appointment is not scheduled to occur within five (5) business days 

of the initial request for service, the case file shall include documentation 

regarding the reason the appointment was scheduled at a later date. 

Emergency situations shall be responded to immediately, using the most 

appropriate resources available. Urgent situations shall be responded to within 

twenty-four (24) hours of contact. 

Appointments, with the appropriate health care providers, shall be offered at 

times and locations convenient and accessible to the ANG members and/or their 

family member(s). Crisis counseling will be available by telephone 24 hours per 

day, 365 days per year. Appointments shall be made consistent with member's 

needs, regardless of the PHSME's regularly scheduled hours. PHSMEs will 

create state (and local) clinical counselor networks for referrals and other local 

resources to assist Guard members and their families with assistance on all 

sequelae associated with PTSD and/or TBI. 

The Contractor shall provide necessary coverage through the efficient 

assignment of qualified staff. Resources will be utilized to ensure that 

employees are seen within a reasonable distance and commute time from the 

member's home or worksite when services are to be delivered. The ANG COTR, 

in partnership with the Wing Project Officer, intends to review PHSME 

productivity and placement to refine level(s) of effort and PHSME placement on 

an annual basis.

Quarterly, fifteen (15) days after the period being reported, the Contractor 

shall submit via electronic mail to the ANG COTR or designee, a PHSME and 

counselor referrals utilization report. This report shall document the percent 

of cases seen by PHSMEs and other mental health counselors and the 

average number of sessions per case. 

(1) Whenever possible, the PHSME shall defer to the choice(s) of the member 

with respect to language, gender, religious, cultural and/or ethnic 

preferences.

(2) Telephone counseling is acceptable when expressly requested by the ANG 

member and where clinically appropriate.

(3) Upon request by the ANG COTR or designee, the Contractor shall be 

required to provide mental health counseling utilizing various means of 

remote counseling in addition to telephone counseling, e.g., web based 

and/or video teleconferencing, via potential pilot program partnership with 

the ANG Chaplain Service. (see Optional Services).

g. Confidentiality

Information may be released in accordance with the laws, regulations and 

circumstances as discussed below. When information is released, the 

Contractor is required to include a prohibition on secondary release of the 

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information by the person to whom the Contractor releases information.

(1) Laws and Regulations

The Contractor shall ensure that all policies and procedures of the PHSME 

services are in compliance with both Federal and State laws and regulations, 

and assure the confidentiality of member contact with the PHSME. Any and 

all counseling/problem solving records, as well as any information obtained 

from ANG member visits to, or contacts with, the PHSME shall be kept in a 

confidential manner in accordance with the Privacy Act of 1974 and 42 

CFR, Part 2 "Confidentiality of Alcohol and Drug Abuse Patient 

Records", HIPAA. The confidentiality of all ANG member users shall be 

maintained. Under the provisions of the Privacy Act or the Alcohol and Drug 

Abuse Patient Records regulations, information may not be disclosed to any 

person or organization without the written consent of the ANG member or 

court order requiring disclosure. 

Disclosure of pertinent ANG member information is permitted under the 

following circumstances:

(a) When the member gives prior written consent to disclose information. 

This consent of release is specific indicating the nature and scope of topics 

to be released, to whom information is to be released, the purpose of the 

disclosure, and the date on which the consent terminates.

(b) If the member poses a danger to self or others, or threatens to commit a 

serious crime that would cause substantial property damage.

(c) If there is a suspicion of child, spouse, or elder abuse or 

neglect (according to Department of Defense, or state 

regulations).

(d) Where it is legally permissible or required to warn the target(s) 

of a credible threat of violence or a future criminal act made by a 

member, or to warn the legal authorities of such threat. 

(e) If the disclosure of information is allowed by a valid court 

order. 

(f) If the disclosure is made to medical personnel in a medical 

emergency. 

(g) To qualified personnel for research, audit, or program 

evaluation. 

(h) When a direct supervisor requires confirmation that the 

member has made or kept PHSME appointments during regular 

duty hours or sick leave, when the ANG member has sought 

official duty time for appointment. 

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(i) For the purpose of defending an individual ANG member in 

litigation per DoD/ANG regulations and instruction from the 

Project Officer. 

(j) To a licensed health care provider with respect to positive to 

drug tests or clinical issues; in compliance with applicable Federal 

and state laws and regulations.

(k) When Air National Guard requires that information be 

released due to their mission on a “need to know” basis, e.g., 

national security. These requirements are identified in the 

Statement of Understanding, specific to the Air National Guard 

and are required to be signed by ANG members before they are 

accepted as “clients” per the PHSME and other mental health 

counselor services under this program.

All other releases of information require ANG COTRapproval. 

The Contractor is responsible for ensuring that the person to 

whom confidential information is released to is notified of the 

prohibition on secondary disclosure of this information to another. 

The Contractor shall ensure notification documentation in the 

ANG member record.

(2) Duty to Warn

The Contractor shall notify the Wing Project Officer or designee when the 

duty-to-warn is invoked.

 (3) Positive Drug Tests

In cases involving positive alcohol and/or other drug test results, the 

designated health care provider shall disclose those results, with or without 

employee consent, to the PHSME. The PHSME will follow assigned 

state/territory DoD and ANG policies and protocols.

g. Recruitment, Employment, Orientation and Retention of Staff 

 a. Recruitment

The Contractor shall be responsible for the ongoing recruitment of a dedicated, 

full-time professional staff that is reflective of the cultural, age, and gender 

diversity of ANG population to the extent reasonably possible. ANG members 

and their family members may speak many different languages as their primary 

language. To facilitate communication with callers and ANG members, 

recruitment strategies should be applied to attract health care providers who are 

fluent in a variety of languages.

 

Additionally, consideration is to be given to recruiting staff that are familiar with 

state/territory geography, sensitive to cultural aspects of Air National Guard, and 

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military environment, and have consultative and presentation skills, and have a 

personal commitment to 24 X 7 X 365 availability if assigned to positions where 

such availability is required. 

Unless waived by the ANG COTR in specific situations, minimum staff 

qualifications are:

(1) Qualified PHSMEs shall hold a Masters and/or Doctorate degree from an 

accredited college or university recognized by the corresponding 

professional association(s) in a clinical or administrative mental health field. 

In addition, they:

(a) Shall have a current state license or state certification to practice as a 

mental health practitioner (e.g., social worker, clinical psychologist, marriage 

and family counselor, and professional counselor) in the state(s) where 

practice takes place at the independent level. If such licensure/certification 

is not available in that state, the individual shall hold appropriate certification 

from a recognized national certification organization or board. 

Any referred counselor/mental health care provider assigned to perform 

services related to ANG members in other states, e.g., telephonic 

counseling, assessment and counseling, counseling and referral; and shortterm temporary case-management must be licensed or certified in the state 

where he/she is physically located and have adequate knowledge of the 

state laws governing mental health issues and clinical practice for the 

population they are serving. Clinical supervision and consultation must be 

available (24 hours a day) and used to ensure adequate knowledge of state 

laws is appropriately integrated into the delivery of services.

(b) Shall be able to practice at the independent level without requiring 

state mandated clinical supervision. In rare cases, requests for waiver of this 

requirement will be approved at the discretion of the Project Officer.

(c) Shall have demonstrated capability to complete accurate bio- psychosocial assessments including substance abuse assessments and participate 

in Government sponsored TBI and PTSD training.

(d) Shall have or be covered by professional liability insurance 

coverage of at least $1,000,000 per occurrence; $3,000,000 aggregate.

 (e) The Contractor shall ensure that affiliate counselors/mental health care 

providers performing phone counseling have specialized experience and 

training in phone counseling.

(f) Shall have a minimum of three years of clinical or mental health care 

administration experience after receiving the graduate degree that qualifies 

the PHSME, affiliate counselor or mental health care provider for services 

described in this contract.

 

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(2) Any other related staff must have the educational qualifications, experience, 

and personal characteristics needed for effective performance of the specific 

duties assigned.

b. Employment

The Contractor shall, upon ANG COTR or designee request, submit copies of 

each final PHSME candidate’s resume, license/certification, and proof of 

malpractice insurance, as well as a summary of the findings of a background 

check in accordance with company policy. 

The Contractor shall conduct a face-to-face interview with all prospective 

PHSME personnel positions for each Wing. ANG Wing Medical Group 

representative/s in cooperation with the Wing Project Officer will participate in 

the interviews on individual PHSME selection. These representatives also 

reserves the right to reject any PHSME candidate for due cause.

The Contractor shall complete a thorough qualification, reference, and 

background check on each of the prospective PHSME. This process shall 

include, but not be limited to:

(1) Reference check and confirmation of all prior employment as an adult, 

including job title, dates of employment, and any periods of extended

absence while employed. The Contractor must account for all time periods in 

the candidate’s entire adult life. For the last 15 years of employment, include 

details about specific responsibilities, functions, and quality of work 

performed;

(2) Determination about the history of any malpractice suits in the past;

(3) Confirmation that the candidate is a member in good standing of the 

professional organization most appropriate for his/her credentials, and

(4) Prime source verification of each final candidate's current licensure, 

certification, or registration by the appropriate state's professional licensing 

authority.

(5) Prime source verification of each final candidate’s qualifying degree.

The background check shall include documentation and verification of the 

candidate's entire adult career and shall account for all time during the 

candidate's adult life. The Contractor shall make reasonable efforts to 

ascertain whether a potential Counselor has a criminal record and advise 

ANG of this fact. Because of the responsibilities of the PHSME, prior 

criminal convictions may be relevant in deciding whether to hire persons who 

apply for or PHSME positions. The Contractor shall evaluate hiring such 

applicants based on: (1) the applicant's qualifications; (2) the nature and the 

gravity of the offense or offenses; (3) the time that has passed since the 

conviction and/or completion of the sentence; and (4) the nature of the 

sensitive duties required of the position to be filled. 

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The Contractor shall conduct drug tests for all prospective PHSME 

candidates . The Contractor shall also comply with Federal Acquisition 

Regulations (FAR) 52.223-6 Drug-Free Workplace requirements. 

The Contractor shall fully and promptly comply with all requests by the ANG 

COTR to secure all requested levels of security clearance for staff working 

under this contract. Complete applications for any security clearance are to 

be submitted within one week of request by the Wing Project Officer. The 

Government shall advise/sponsor the Contractor for obtaining required Top 

Secret (TS)/ SCI security clearances for individuals, if requested. It is the 

responsibility of the Contractor, both administratively and financially to obtain 

a TS facility clearance via Government sponsorship. Contractor shall ensure 

that each candidate is fully qualified to receive network and CAC 

access/privileges. If Wing Project Officer determines that a candidate is not 

qualified to receive network/CAC access, the Contractor will provide another 

suitable candidate.

c. Initial Orientation

Within ten (10) working days after any of the or PHSME has been hired and 

prior to any referred counselor providing services to ANG beneficiaries, the ANG 

Wing Leadership, shall provide a thorough orientation about the ANG 

Psychological Health Services program as well as the ANG unit’s mission, 

culture and organizational structure, i.e. ANG 101 briefing. This orientation shall 

include, but not be limited to, a review of all policies and procedures necessary 

for the PHSME and a referred counselor to perform under the terms of this 

contract. Evidence of the successful completion of a structured orientation 

protocol resulting in adequate knowledge to perform assigned duties shall be 

retained in each PHSME’s personnel file or referred counselor’s contract file and 

available for the ANG to review upon request. The affiliate counselor/mental 

health care provider orientation may be accomplished by telephone, on-line or 

written communication.

d. Ongoing Orientation and Training

Contractor shall provide resources (i.e. travel and per diem) for PHSMEs to 

attend a mandatory week-long ANG orientation course sponsored by NGB/SG 

and an annual refresher/sustainment training at NGB/SG Readiness Frontiers 

event or similar training. Location and site to be determined based on the most 

economical venue. 

 

 The Contractor shall maintain ongoing orientation and training to ensure that 

personnel working under this contract have the information and skills needed to 

effectively perform their duties. This includes, but is not limited to, information on

the culture of ANG and the relationship to service provision, use of the standard 

management information system, diagnostic assessment techniques, and 

consultative and presentation skills.

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 e. Retention

The Contractor shall make every effort to retain PHSMEs. This shall include, but 

not be limited to:

 (1) Competitive salary scales and health benefits;

 (2) Opportunities for promotion;

(3) Opportunities for professional growth including the provision of Continuing 

Education programs and/or stipends to attend professional 

meetings/conferences; 

(4) Timely responsiveness to include a plan for an annual internal needs 

assessment to identify areas of staff concerns, strengths and/or weakness; and

(5) Recognition programs.

Offerors are requested to include in their proposal their staff retention rates. 

Retention rates should reflect the percentage of people who were employed or 

became employed in those positions since January 1, 2006 who remain in those 

or related positions within the offeror’s company.

In the event that any of those who have already been employed by the 

Contractor is found to have a past criminal conviction(s) that was not revealed 

during the application process, was not previously reported to ANG or which 

occurred after the PHSME was hired, the Contractor shall promptly advise ANG 

COTR of this fact. Per U.S. Government, U.S. Department of Defense security 

policies and procedures, ANG reserves the right to determine whether such 

individuals should continue to be involved in the ANG Psychological Health 

program. 

h. Functions

Contractor personnel will perform a broad range of functions to assist ANG 

members and their families in addressing and resolving the full range of personal 

and mental health related problems to optimize health, productivity and 

operational readiness. Contractor personnel also will assist the ANG in 

understanding the interface between behavioral health and operational 

efficiency, and the role of the PHSME in helping develop and apply behavioral 

health solutions to functional/operational problems.

PHSMEs function in roles with a greater focus on consultative and case 

management services. Referred counselors/mental health care providers will 

perform counseling functions in gradations ranging from primarily individual 

counseling/problem solving and consultation with the PHSMEs to interventions 

associated with sequelae of TBI, PTSD and other psychological health issues. 

Each Wing Project Officer and other Wing leadership will guide and support all 

personnel working under this contract to achieve these functions. To be 

successful, contractor personnel must understand the complex Government 

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(DoD, AF, NGB, State, TRICARE and VA) health care systems and options, the 

environment of the military system and apply this understanding with sensitivity 

to maintain the PHSME’s neutrality and confidentiality and retain member’s trust 

and confidence and decrease potential stigma of utilizing the Psychological 

Health Services. (See Definitions Section.)

The Contractor shall, within thirty (30) days after award of the contract, submit 

via electronic mail to the ANG COTR for approval, written protocols and 

procedures to assure the following requirements are achieved:

a. PHSMEs:

Wing PHSME are expected to work exclusively on the ANG Psychological Health 

program; with a minimum of forty (40) hours per week during normal business 

hours at an office approved by the Wing Project Officer or designee. In addition, 

it is expected PHSMEs will be required to work some weekends or evenings in 

order to accommodate ANG reintegration activities, return telephone calls 

initiated by the Wing Project Officer or his/her designee within one (1) hour of 

receiving either the call or notification of the call, carry a blackberry/cell phone 

and be available for emergencies.

PHSMEs must have experience working in a complex organizational 

environment, and must understand labor relations, military operations, and the 

military health care system (DoD, AF, NGB, State, TRICARE and VA as it 

pertains to the ANG). Within 30 days of contract award, the Contractor will 

develop a reference resource guide to be used by each PHSME to facilitate 

referrals, identify applicable DoD, AF, NGB, TRICARE and VA benefits for the 

Air National Guard population as well as other state and local resources.

PHSMEs shall oversee the day-to-day clinical policies, procedures, and practice 

of affiliate counselors/mental health care providers, as well as coordinate

communication between affiliate counselors/mental health care providers and 

appropriate ANG personnel.

PHSMEs shall have the following additional specific responsibilities:

 (1) Administrative and best practice oversight 

Each PHSME assigned on certain occasions and depending on case load may 

have psychological health cases to supervise/manage. PHSMEs shall be 

responsible for assuring the delivery of quality clinical, consultative, and referral 

services, by referred counselors/mental health care providers, and for arranging, 

delivering, maintaining and documenting training and other clinical and 

consultative services as required by the contract.

PHSMEs shall provide each of the referred counselors/mental health care 

providers assigned to ANG cases with at least one (1) hour of telephone 

administrative oversight every other week for case management issues or 

potential clinical concerns. 

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In coordination with the ANG PHSME, NGB/SG Office and Wing PHSMEs shall 

discuss priority cases. Priority cases include all of the following: emergency or 

urgent referrals to an affiliate counselor, reactivated cases; cases involving 

alcohol and/or other drug use; risk, threats or actual acts of violence; child, elder 

or partner abuse/neglect; confirmed TBI and/or PTSD cases, positive alcohol or 

other drug test results; other cases selected by the affiliate counselor/mental 

health care provider based upon need. Every priority case is to be reviewed 

before a third session with the ANG member for quality and effectiveness. 

Administrative oversight shall be sought on each case when the referred 

counselor/mental health care provider assesses a risk of violence is present. 

Such oversight shall be sought immediately if the referred counselor/mental 

health care provider has any concern regarding imminent danger and will occur 

as needed by the referred counselor/mental health care provider, prior to the 

next contact with the ANG member. Where the PHSME determines that 

additional intervention is necessary, he or she will be responsible for conducting 

the appropriate connection and follow-up. 

 

To ensure compliance with DoD health care standards and sound clinical 

practice, PHSMEs shall personally review a minimum of two (2) randomly 

selected case records for each referred affiliate counselor/mental health care 

provider quarterly. When working with new (to the ANG system) referred 

counselors/mental health care provider, those targeted to improve case 

documentation, or whenever it is otherwise deemed appropriate, a larger sample 

of cases shall be reviewed. 

Any referred to counselors/mental health care providers shall document all 

consultation in the case record; for both electronic and hard copy files. PHSMEs 

shall maintain separate documentation of all consultation in a file folder under 

the affiliate counselor/mental health care provider’s name. Case records 

reviewed by the PHSME shall be dated and include a signed PHSME progress 

note indicating that the case record was reviewed. When a case record is 

reviewed from a remote location, an entry of the case review shall be inserted 

into the case record, providing similar documentation and including the PHSME’s 

name in lieu of a signature. 

 (2) Reviewing, Commenting and Follow-up on critical incident responses.

Each PHSME shall review each critical incident response and, when appropriate, 

the PHSME will consult with the Contractor's legal counsel and ANG COTRto 

make suggestions regarding corrective actions to be taken with respect to the 

critical incident. 

 

(3) Training of Referred Counselors/Mental Health Care Providers Regarding 

Referral Procedures

PHSMEs shall assure that all referred counselors/mental health care providers 

are aware of Federal, State, DOD, AF,/VA/TRICARE health benefit plans. 

PHSMEs shall assure that referred counselors/mental health care providers are 

sensitive to possible special needs of ANG members which might include, but 

are not limited to, specialized TBI or PTSD clinical practice, different languages, 

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the need for handicapped accessible facilities and/or a request by an ANG 

member for a referred counselor/mental health care provider of the same age, 

gender or ethnic background.

e. Referred Counselors/Mental Health Care Providers for Urgent or 

Emergency Needs

 

Referred counselors/mental health care providers will conduct face-to-face onsite

(if requested) counseling and consultation. They are to apply best practice core 

technologies in a proactive, responsive, and consultative manner, partnering with 

the PHSME to help achieve the goal of a healthy, productive and operationally 

ready ANG member. The referred counselor/mental health care provider will 

build upon their knowledge of and experience in complex military health care 

systems and are expected to learn the culture and its unique relations including 

operations and administrative procedures. They are expected to develop and 

maintain positive relationships at multiple levels, provide clinical services and/or 

case management for clinical cases within a best practices framework (e.g., with 

a clinical, problem-resolution focus), provide critical incident services, and 

skillfully and collaboratively promote wellness by multiple modalities. The affiliate 

counselors/mental health care providers also are expected to document their 

activities and present that data in a fashion that emphasizes the value of the 

psychological health services program and the benefit for a Guard member or 

his/her family. This includes collecting and presenting information on the 

outcome of intervention and follow-up they provided related to special incidents 

and services, especially those having a member productivity impact. Payment to 

referred counselors/mental health providers will be via the individual ANG 

member’s benefits (VA, TRICARE etc.) or the ANG member’s private health 

insurance program. In emergency situations, some referred or affiliate 

counselors will be compensated by the contractor and billed to the 

Government at the contractor’s negotiated state rate (per contract 

instructions). Note: Any referrals/consult for military members will need to 

be coordinated through the ANG Medical Group and an appropriate Line of 

Duty Action (LOD) has been initiated. 

Offerors are requested, as part of their proposal, to describe recent experience 

of how their personnel, as well as their referred providers, are or will be trained to 

accomplish, or have accomplished the responsibilities outlined in the above 

paragraph. 

Referred counselors/mental health care providers are to be located at remote 

state locations and are available through reliable communication on a 24/7 basis. 

As requested, they will perform crisis intervention, telephonic assessment, face 

to face counseling, follow-up, referrals, treatment and related clinical core 

technology services. An additional significant function is to provide risk 

management and telephonic consultation to PHSMEs and if appropriate, other 

ANG health care personnel.

 f. PHSME Care Manager and Follow-Up Role. 

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This role is expected to be a primary responsibility of the PHSME: The PHSME

consults with the other mental health counselors/mental health care providers to 

assure the clinician is providing excellent clinical care and understands the 

culture of the ANG, discusses counseling plans and expectations and when 

appropriate, performs follow-up for members who have received substance 

abuse treatment or been referred to specialized levels of care. 

Follow up with ANG members and mental health care providers to assure 

successful linkage and member satisfaction, researches community resources to 

determine applicability for ANG members, facilitates for referral processes and 

quality practices.

In addition, within the ANG, there are special populations associated with various 

missions that may need PHSME support and or coordination with other mental 

health resources, both within and outside the Federal system.

i Air National Guard (ANG) Member and Family Psychological Health (PH) 

 Services

PH services will provide a combination of assessment, counseling/problem 

solving, educational and motivational activities, clinical referral, and follow-up 

services for any ANG member whose problem(s) may include, but are not limited 

to TBI and or PTSD sequelae: relationship, family, marital, job stress, chemical 

dependency, substance abuse, health/medical, parenting, grief, sexuality, eating, 

gambling, emotional and/or violence issues. Clinical services shall be made 

available to ANG members in accordance with eligibility policies established by 

the ANG and related military health care organizations.

The Contractor shall be responsible for providing a specified number of 

counseling and problem-solving sessions including assessment, to help 

members and families resolve personal and/or clinical problems. The specified 

number of sessions may vary among ANG members and may change at times 

throughout the life of the contract consistent with the needs of ANG member’s 

mental health care needs. At the discretion of the Wing Project Officer, sessions 

shall be conducted in locations necessary to effectively serve the member, e.g., 

Government provided offices at or near the Guard member’s workplace, 

contractor-provided offices, referred Counselors’ private offices, hospitals, 

private residences and other locations. 

At the discretion of the Wing Project Officer, PHSMEs may be assigned various 

shifts per ANG rotations to provide workplace, on-site services 24 X 7 when 

needed to properly serve the state/territory ANG units and wings. Such 

assignments may be ongoing or temporary depending on need. Additional afterhours services shall be provided when determined by the Wing Project Officer to 

be needed. 

All ANG members are to receive an initial PHSME appointment in a timely 

fashion regardless of where the member is located. For ANG members returning 

from deployments, the PHSME will anticipate needed services consistent with 

expected utilization and possibly “brief” returning members on the details, access 

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and opportunities of the PH service and follow on capabilities. 

Offerors are requested to provide, as part of their proposal, a description of the 

ANG member’s proposed PH services and PHSME locations that will be 

provided as of the first day of service delivery under this contract. Offerors also 

are requested to describe their past experience in providing this type of service. 

Payment to the referred counselors/mental health providers will be via the 

individual’s ANG member’s benefits (VA, TRICARE etc.) or the ANG 

member’s private health insurance program. Note: Any referrals/consult for 

military members will need to be coordinated through the ANG Medical 

Group and an appropriate Line of Duty Action (LOD) has been initiated. 

Referred Counselor/Mental Health Care Provider responsibilities include:

 a. Statement of Understanding

The referred counselor/mental health care provider shall, prior to any ANG 

member or family member receiving services, have the individual sign a 

Statement of Understanding. Referred counselors/mental health care providers 

shall advise the individual that a decision to accept assistance is voluntary and 

that the associated counseling provided by the psychological health services 

program is free-of-charge and payment to any referred counselors/mental health 

providers will be via the ANG member’s benefits (VA, TRICARE etc.) or the ANG 

member’s private health insurance program. Note: Any referrals/consult for 

military members will need to be coordinated through the ANG Medical 

Group and an appropriate Line of Duty Action (LOD) has been initiated. 

Until the Statement of Understanding is signed, the ANG member shall not be 

considered a customer/client. In the event that telephone counseling is provided 

in lieu of face-to-face counseling, the referred counselor/mental health care 

provider shall read, or for deaf or hard of hearing review with the use of the TTY, 

the Statement of Understanding with the customer/client over the phone, 

document that review, and mail the Statement of Understanding to the client for 

signature. The member receiving service must sign the Statement of 

Understanding and mail it back to the referred counselor/mental health care 

provider in order to continue receiving clinical services. 

If a referred member refuses to sign the Statement of Understanding, the 

assessing counselor/mental health care provider shall document the refusal, 

state whether or not the person has read the form and provide the person with a 

referral to an appropriate alternative service. In emergency situations, 

emergency affiliate counselors shall offer clinical services prior to the signing of 

the Statement of Understanding. In such situations, affiliate counselors/mental 

health care providers shall attempt to have the Statement of Understanding 

signed as soon as possible after the crisis has subsided.

b. Initial Assessment

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The Contractor shall make every effort to respond to the needs and sensitivities 

of each customer/client. The PHSME/mental health care provider shall screen, 

identify, evaluate, and assess individual and family problems.

Bio-psycho-social assessments are to be performed and, in all cases, shall 

include specific screening for TBI, PTSD, alcohol and/or other drug abuse as 

well as a history of the use/abuse. PHSMEs, referred counselors/mental health 

care providers shall establish a preliminary intervention plan for each case 

involving any mental health disorder and/or alcohol/other drug abuse. Unless 

prohibited by state law, emergency referred counselors shall document each 

member's assessment in the member's clinical case record using the current 

edition of the ICD or DSM-IV.

Unless the member signs a release of information form authorizing disclosure, 

the referred counselor/mental health care provider may not discuss specific 

details of the member's assessment and/or intervention with anyone other than 

the PHSME. 

PHSMEs shall advise each member that assessment, intervention, 

counseling/problem solving, educational and motivational activities, referral if 

appropriate, and follow-up provided through the psychological health program 

are free-of-charge to the member, but specialized, outside of the military 

health care system or a member’s private insurance coverage will be the 

financial responsibility of the ANG member or per emergency intervention 

via affiliate counselor.

c. Counseling/Problem Solving

Services include varying numbers of sessions that address the full range of 

personal problems spanning mental health issues related to the deployment 

cycle and reintegration: job-related problems, family issues including those 

related to TBI and PTSD, and various other personal problems. 

Counselors/mental health care providers shall be knowledgeable of the services 

and estimated number of sessions before review is warranted. The PHSME shall 

be responsible for case management. 

Referred counselors/mental health care providers shall be knowledgeable about 

Federal and state laws governing privacy, confidentiality, duty-to-warn, child and 

elder abuse reporting requirements. Referred counselors/mental health care 

providers shall, in compliance with the laws governing the specific locale, notify 

any intended victim(s) as well as local law enforcement officials, and PHSME of 

any threat of violence made by any client who presents a clear and present 

danger to self and/or others.

d. Referral to Community Resources 

If during the assessment or counseling/problem solving phase the PHSME or a 

referred emergency or urgent counselor/mental health care provider concludes 

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that a member’s problem(s) necessitates specialized services or longer-term 

care, he/she shall have the client sign a release of information form that enables 

the him/her to discuss the member's case with the appropriate, licensed, 

qualified professional at a referral resource. 

The PHSME and/or referred counselor shall, whenever possible, both ensure 

that any age, gender and/or ethnic preferences of the client are respected and 

provide the client with three (3) different referral sources which meet client 

needs. Counselors shall make every effort to assure that the services are kept 

within the military health care benefits or a member's financial means, and shall 

facilitate the member's contacting and utilizing the community resource of 

choice.

Referred counselors shall in all cases involving substance dependence refer the 

member to a licensed in- or outpatient resource as well as to a self-help group. 

Should a member prematurely leave a treatment program, the member's clinical 

record shall reflect that this has taken place. If the member was referred to the 

PHS as a result of a positive alcohol and/or other drug test, the member's 

supervisor/commander shall be advised of the member's termination of 

treatment.

 

Referred counselors/mental health care provider may not assign or refer any 

member to him or herself or to any affiliate or community resource in which the 

referring counselor and/or the Contractor has a financial or any other interest 

without prior approval of the Wing Project Officer. Any referral that has the 

appearance of reflecting a conflict-of-interest shall be pre-approved by the Wing 

Project Officer in coordination with the Wing Medical Group and shall be 

included in the member’s case record. 

“Self referrals” by an emergency affiliate counselor may be acceptable under 

limited conditions: when self referral is clinically appropriate; when the 

emergency affiliate counselor offers at least two (2) other referrals outside the 

affiliate counselor's practice (or any individual, group, or treatment facility where 

the affiliate counselor has a financial interest) and within the member's insurance 

plan; and when there is documented "clear choice" in the member’s record. All 

three conditions must be met and will be considered, among other factors, by the 

Wing Project Officer before pre-approving self-referrals.

e. Clinical Case Management

The clinical record will contain documentation regarding the assessment, 

intervention plan, ongoing progress, and related case management activities. 

The emergency affiliate counselor/mental health care provider shall assess 

member needs for: direct care, assist in defining and guiding the intervention 

process, work with collateral agents as necessary (e.g., PHSME, 

supervisor/commander, family members, etc.), follow-up with the member and 

collateral agents, and assist the member via PHSME to coordinate with the Guard 

member’s supervisor/commander with duty re-entry.

The Contractor shall develop and apply a protocol for high quality direct services 

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by referred emergency affiliate counselors, and for PHSME case management of 

sensitive or high profile cases, risk of harm cases, formal referrals, and substance 

abuse cases. An initial outline of the protocol is to be submitted as part of the 

offeror’s proposal and the completed protocol is to be submitted to the Wing 

Project Officer within 30 days after contract award. 

Inpatient and outpatient monitoring will include the following:

(1) Conducting personal, telephone, and/or written contacts with the member and

therapeutic agency to monitor progress on a scheduled basis as clinically 

appropriate. 

(2) Urging the member and/or therapeutic agency to develop an 

aftercare/continuing care plan.

(3) When appropriate, being available to provide a back-to-work meeting with the 

member and appropriate management representative(s) to ease the member's 

return to work transition after an absence due to treatment participation.

 f. PHSME, Emergency Referred Counselor/Mental Health Care Provider 

Follow-up

Within two (2) weeks of assigning any member to an emergency referred 

counselor or referring any client to a community resource, the PHSME, or 

referred counselor/mental health care provider shall contact the member to 

assess both clinical progress and client satisfaction. If acceptable to the client, 

and if a signed release of information is obtained, referred counselors will be 

encouraged to follow-up with the PHSME on case status as well. All follow-up 

activity shall be documented as well as in the appropriate standard management 

information system.

(1) In non-chemical dependency cases and cases that do not involve threats of 

or actual violence or child or elder abuse/neglect the client shall be followed-up 

for up to three (3) months. If at the time of follow-up, the client is stable, 

functioning at a satisfactory level and no longer interested in receiving clinical 

services, the affiliate counselor's follow-up and findings shall be documented and 

the case shall be closed with the option made available for the client to reapply 

for additional services at a later date. If the follow-up activity reveals instability, 

TBI or PTSD related additional needs or indicators of relapse/risk, the case shall 

be reevaluated and an appropriate action plan developed, documented and 

implemented. However, if the client is non-compliant with recommendations or 

wishes to have his/her case closed, the affiliate counselor will discharge the 

client from the PHSME referral and close the case.

(2) In cases involving substance abuse or chemical dependency, clients shall be 

followed-up for one (1) year by the PHSME. If the client is non-compliant with 

recommendations, or wishes to have his/her case closed, the referred 

emergency counselor/mental health care provider shall notify the PHSME, 

proper authorities/officials as necessary, discharge the client from the PH 

service, and close the case. Note: For ANG members involved in substance 

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abuse or chemical dependency, PHSMEs should consult with the Wing JA as 

necessary.

(3) In cases where the client is subject to an employer related Last Chance 

Agreement or other settlement agreement, clients shall be followed-up for the 

length of the agreement. If the client is non-compliant with recommendations, 

the emergency referred counselor/mental health care provider will notify the 

PHSME, proper authorities/officials as allowed by confidentiality and privacy 

regulations, discharge the client from the PH service, and then close the case. 

 g. Air National Guard Member Satisfaction Survey 

The Contractor shall distribute a “Client Satisfaction Survey” to all ANG members

who use the PHS. At a consistent point of the PHS counseling/problem solving 

process, the Contractor shall mail or provide a postage paid client satisfaction 

survey to each member utilizing the program. The survey shall be returned to a 

contract administrator for follow-up, tabulation, and statistical reporting.

When the PHSME receives a negative client satisfaction survey, the Wing 

Project Officer shall be notified and the PHSME will be required to follow-up, 

take corrective actions as appropriate, and verbally report results back to the 

Contractor ANG COTR. ANG may require additional written response in certain 

situations. 

Offerors are requested to provide, as part of their proposal, a copy of the 

Satisfaction Survey currently used by the Contractor and a sample survey 

proposed for use under this contract within 30 days of contract award. The ANG 

COTR reserves the right to approve the Client Satisfaction Survey to be used, 

and to require that clients return surveys to the Contractor for follow- up,

tabulation, and reporting of information at the discretion of the ANG COTR.

. ` h. ANG Management and Commander consultation

PHSMEs will provide consultation to Wing senior management, on dealing with 

ANG members experiencing psychological health conditions that may include 

signs and symptoms of TBI and PTSD.. Included in the consultation is how to 

refer them to the PHS as well as offering specialized training upon request. 

i. Private practice restriction

Unless approved in advance by the Wing Project Officer or ANG COTR, 

PHSMEs may not accept as private clients any person or family member of a 

person who 

 contacts the PHS through the PHSME. 

j. Affiliate Network (for Emergency Clinical Services)

All affiliate counselors/mental health care providers (affiliates) shall meet the 

professional qualifications established in this Statement of Work.. Throughout 

the life of this contract, the Contractor shall maintain a large network of 

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geographically dispersed affiliate counselors including sufficient numbers of 

counselors familiar with the clinical sequelae associated with TBI and PTSD, 

Substance Abuse Professional’s (SAP) and Certified Alcohol and Other Drug 

Abuse Counselors (CADC) to promptly respond to all requests for service. Wing 

Project Officer guidance on assignment of ANG members with substance abuse 

problems to SAPs, CADCs and equivalent counselors shall be followed. The 

government reserves the right and assumes no risk in restricting any affiliate 

from providing services to ANG members and their eligible family members.

Offerors are requested to provide, as part of their proposal, the current number 

of Contractor’s affiliate counselors who are qualified according to the criteria of 

this solicitation and available to provide services under this contract, an overview 

of the geographic distribution of these affiliates, and the number who are 

CADCs, SAPs, TBI and/or PTSD trained. Offerors also are requested to 

describe as part of their proposal, how they meet the accessibility requirements 

of having affiliate counselors available within a 30 mile radius or one hour drive 

of any location in the country except in Alaska, and to describe the accessibility 

of affiliate counselors in Alaska and in all other locations (U.S. Territories) 

outside the 50 States. 

Offerors in the competitive range may be asked to provide a complete list of 

affiliate counselors.

 

The Contractor shall provide an orientation about ANG psychological health 

services (PHS) to new affiliates. Affiliates may not provide services until they 

have received the orientation, which may be accomplished by telephone, on-line, 

webinar or written communications. 

Contracts with Affiliates shall address the following areas:

a. Affiliate Organizations

Affiliate organizations shall identify by names and qualifications the 

specific counselors who would be assigned to work with this contract. 

b. Supervision 

The Contractor shall include in its standard contract the provision that all 

affiliate counselors assigned to work with the ANG members will 

participate in clinical supervision/consultation as needed and will comply 

with the Contractor case management protocol. As a Quality Assurance 

measure, ANG retains the right to review cases assigned to affiliates. 

c. Hours of Operation

The Contractor shall establish policies, protocols, and procedures to 

ensure that Affiliates are aware of ANG expectations and are available to 

respond to ANG members and family members assigned to them during 

hours convenient for them.

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d. Locations

The Contractor shall ensure that Affiliate offices are secure, smoke free 

environments and that an adequate number of Affiliates are able to 

provide services to physically-challenged, hearing impaired and/or visually 

impaired clients. 

e. Process for Reporting Client Progress

 

The Contractor shall ensure that Affiliate Counselors provide feedback 

about member/client progress after completion of three sessions to 

determine the appropriate course of the case. The Contractor also is to 

ensure that Affiliates understand that the Contractor is available for 

consultation whenever requested by the Affiliate. 

f. Affiliate Billing and Payment

The Contractor shall have a plan in place that ensures information and 

education on how to submit billing statements to the respective 

Government or private insurance payer. Payment to the affiliate 

counselors/mental health providers will be via the ANG member’s benefits 

(VA, TRICARE etc.) or the ANG member’s private health insurance 

program. Note: Any referrals/consult for military members will need 

to be coordinated through the ANG Medical Group and an 

appropriate Line of Duty Action (LOD) has been initiated. 

 g. Professional Liability Insurance

The Contractor shall require and verify that each affiliate counselor has 

and maintains professional liability insurance of a minimum of $1,000,000 

per occurrence and aggregate. 

k. PHSME Account Management 

The Contractor shall facilitate the fine-tuning of PHS services to the specific 

needs of the Air National Guard. To accomplish this, the contractor must provide 

the state DPH, PHSME and local affiliate counselors, who function as health 

care resources, an understanding of operational problems from a civilian airman 

behavioral health perspective; an understanding and functional expectations 

within a complex environment to successfully maintain the program’s neutrality, 

confidence, and trust; partner with ANG to understand the interface between 

behavioral health and operational efficiency to support and promote operational 

readiness.

PHSMEs must effectively work with local NGB Joint teams on program 

promotion, and work collegially with management and other organizational 

components to improve operations and the workplace environment for ANG 

members. Upon request by the Wing Project Officer through the ANG COTR, 

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the Contractor shall provide enhanced consultative services as needed to 

address various workplace issues affecting ANG member performance, e.g., 

coaching, workplace climate assessment, intervention planning, career 

development, outplacement, transition and change planning and implementation.

 

a. Account Management Plans

 

(1) Annually, on a phased scheduled basis acceptable to the ANG COTR, 

the Contractor shall develop and submit, via electronic mail to the ANG 

COTR, an account management plan to properly serve each ANG Wing 

in its U.S. State/Territory. This plan shall address contacts with Wing 

Project manager/Commander and include plans for PHS awareness 

campaigns, supervisor/team leader training, member orientations, health 

promotional activities, and plans for aligning the PHS and its resources to 

assist the ANG and its members in meeting specific challenges and to 

achieve their common goals. In addition, at the discretion of the Wing 

Project Officer through the ANG COTR, the Contractor may develop 

needs assessments and action plans.

(2)The Contractor shall consider issues and challenges presented by the 

ANG such as, utilization trends, organizational themes arising from local 

levels, and the profile of each State and Territory when planning 

organizational services. Profiles may include demographic information 

about the number of members, age, ethnicity, and gender distribution of 

the covered member population; health and mental health coverage; 

rates of absenteeism, tardiness, turnover and accidental injury; as well 

as, grievances and health insurance claims. 

b. “Customer” Meetings

(1)The Contractor shall, at the request and approval by the ANG COTR, 

coordinate and/or participate in, or conduct individual State/Territory 

meetings if requested. The Contractor may be required to assist with 

establishing the location of these meetings and notifying ANG 

management of the meetings. The Contractor shall immediately 

following a meeting alert the ANG COTR to significant matters and 

submit minutes of meetings to the ANG COTR within fifteen (15) days 

after the meeting was held. At the ANG COTR request, the Contractor 

may be required to distribute minutes.

The Contractor shall maintain collaborative relationships with NGB, State 

and territory JFHQs and remain cognizant of their mission statements 

and objectives.

(2)The Contractor shall arrange for meetings with key Wing personnel 

from ANG States/Territories when members of the contractor’s 

staff are traveling to conduct business (e.g., travel to PHSME offices).

(3) The Contractor shall consult with ANG management to provide 

guidance and consultation in areas such as mental health concerns, 

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mental health wellness, client confidentiality requirements as they relate 

to supervisors/Commanders, effective methods of managing members 

who have behavioral and/or job performance problems, and the process 

for facilitating optimal referrals to the PHS. 

(4) The Contractor shall determine actual or proposed ANG changes or 

events that could adversely affect the productivity or emotional well-being 

of members. In consultation with Commanders, the Contractor shall 

determine whether these issues fall within the PHS/PHSME's role and 

expertise and, if requested by the ANG is to provide additional assistance 

to help resolve specific situations involving organizational problems. The 

Contractor shall keep the ANG COTR apprised of these issues and, if 

outside the scope of the PHS, e.g., specialized organizational 

development services, refer requests to the Project Officer.

(5)The Contractor shall establish formal and informal training that 

encourages referrals to the PHSME.

 

l. Critical Incident Events (CIE)

The Contractor shall, within fifteen (15) days after award of the contract, submit 

via electronic mail to the ANG COTR for approval, written protocols and 

procedures for Critical Incident Events. The Contractor shall ensure that it has a 

cadre of trained professionals located throughout each respective state/territory 

for response. At the request of the ANG COTR, these professionals shall be 

utilized to provide CIE services. The following program elements shall be 

included in the CIE protocols and procedures.

a. Consultation and Customer Service

The Contractor shall provide consultative services to the ANG management. 

This consultation shall include the role of the PHSME in providing outreach to 

those indirectly affected as well as those directly affected by the incident. The 

Contractor shall be sensitive to the expressed needs of the ANG and shall 

maintain a customer focus at all times. The Contractor shall work to ensure that 

the ANG's needs are satisfied.

b. Critical Incident Stress Intervention (CISI)

The Contractor shall ensure a rapid response to critical incidents. Affiliate 

counselors shall be available to provide face-to-face individual and/or group 

support to those who have experienced threats or actual acts of violence either 

at the workplace or at any other location; threats or actual acts of suicide or 

homicide; episodes which severely impact on the worksite such as natural or 

man-made disasters, death, severe injury or traumatic experience by members 

of a work group; or any other situation which might have psychological, legal 

and/or media impact on the ANG. In each case, a verbal critical incident report 

shall be provided to the Project Officer or his/her designee. The Contractor shall 

notify the Project Officer of requests for CISI to ensure that ANG is 

knowledgeable and can work effectively in a leadership role with the 

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corresponding state/territory Commander. 

c. Crisis Intervention Team

The Wing Project Officer shall retain the right to assign the PHSME to serve on 

the State Crisis Intervention Team when activated by the State.

 

d. Critical Incident Reports 

Within twenty-four (24) hours of any critical incident, the Wing Project Officer 

should notify the ANG COTR or other designated official at NGB. The ANG 

COTR or designee may require additional written information and/or ad hoc 

written reports about the critical incident and response. 

Each PHSME shall review, comment on, consult with the Contractor's legal 

counsel when appropriate, and make suggestions regarding corrective actions to 

the handling of Critical Incident. PHSME comments and suggested corrective 

follow-up shall be received by the Wing Project Officer and ANG COTR within 

seventy-two (72) hours after the occurrence of any critical incident.

m. Management/Commander Awareness and ANG Member Orientation, and 

Briefing

The offeror must list in their proposal, all proposed training (including orientation, 

and briefing) programs and materials, including slides, handouts, protocols and 

curricula, that are owned by the offeror, or otherwise available for use by the 

offeror, that are offered to the Air National Guard (ANG) for use during the life of 

the contract. These include training programs and materials for on-site 

presentation as well as for distance learning. ANG will have use of these training 

programs and materials during the life of the contract, but not after end of the 

contract unless specifically authorized by the contractor to use them after end of 

the contract.

If the contractor makes new or additional contractor-owned training programs or 

materials, including protocols and curricula, available to the ANG for use during 

the contract that were not included in the list provided as part of their proposal, 

the ANG will have access to their use during the life of the contract, but not after 

end of the contract unless specifically authorized by the contractor to use them 

after end of the contract.

The ANG also has training programs and materials available and at the 

discretion of the ANG COTR may require their use by the Contractor in place of 

or in addition to what is provided by the Contractor.

The contractor shall work collaboratively with ANG to develop new training 

programs and materials, including protocols and curricula to effectively meet 

member needs. ANG will have sole ownership and ongoing use of 

training programs and materials if staff time or other development costs are 

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funded from this contract.

The ANG COTR will specify the Government names and logos to appear on all 

material used under this contract. Under only very rare circumstances and with 

the approval of the ANG COTR may the Contractor’s corporate name appear on 

any of the material.

The Contractor shall, within 30 days of contract award, submit via electronic mail 

to the NGB/SG COR for approval, an annual written promotion plan to assure 

that the ANG is contacted and arrangements are made for Commander 

awareness, member orientations and briefings. 

The Contractor, through the PHSME, shall establish annual training plans for 

each Wing. This training plan shall take into account the changing member

needs of the ANG wing and shall enhance and build upon previous years of 

mental health promotion. The plan shall include new and stimulating efforts to 

promote the PHS. The Contractor, PHSMEs and ANG liaisons at the local level 

shall work together to schedule the trainings/orientations/briefings at mutually 

agreeable times. PHSMEs and ANG liaisons shall be responsible for completing 

necessary preliminary administrative functions and the Contractor, through the 

PHSME, shall be responsible for implementing Commander awareness, ANG 

member orientation and briefing programs. 

The goal of these programs shall be to educate supervisors, members, 

managers and other staff and thereby encourage confidence, trust and maximal 

use of PHS services. The Contractor, through the PHSME, and in conjunction 

with NGB/SG leadership shall fine-tune these programs so that they most 

effectively address the unique needs of the state and territory ANG units and 

wings.

Within thirty (30) days of contract award, the Contractor shall provide the NGB 

COTR with a sample training evaluation survey. The Project Officer approved 

evaluation survey will be disseminated by the contractor to each training 

participant. Quarterly, fifteen (15) days after the period being reported, the 

Contractor shall submit via electronic mail to the ANG COTR, a qualitative and 

quantitative report on all training conducted.

a. Consultation, Training and Briefing for Commanders/Managers

The Wing DPH shall offer awareness training and briefings to all Wing 

organizations during the base year of the contract. The Wing DPH shall conduct 

trainings and briefings within twenty (20) working days after receiving a request 

from a Commander, manager or organizational representative. Training shall be 

conducted in groups acceptable to the Wing leadership and generally shall be 

approximately at a length of time acceptable to Wing leadership. At sites that 

have multiple work shifts, the PHSME shall provide training during each of the 

tours-of-duty, as requested. 

Quarterly, the Wing DPH shall provide training and/or briefings for newly 

appointed or newly hired Commanders, managers, or other officials. 

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Within thirty (30) days of contract award, the Wing DPH shall provide to the ANG 

COTR for approval training modules for the Awareness Training and Briefing. 

These training modules shall be specifically designed for the ANG PHS. The 

ANG has existing training and materials and may require the Contractor to use 

them instead of or in addition to what training they provide. 

Annually, the PHSME shall offer to conduct advanced training for Commanders 

or their representatives to build upon training previously received. The PHSME 

shall work with the ANG COTR to plan content, and scheduling of training to 

meet the ANG needs. 

b. ANG Member Orientation

Upon request, the Contractor shall offer ANG member orientations of the 

PHSME role and responsibilities, as well as available support and services to all 

ANG members and personnel in states/territories with special effort in the base 

contract year. The Contractor shall conduct orientations in collaboration with 

other NGB Joint orientations. At sites that have multiple work shifts, the 

Contractor, via PHSME, shall provide the orientations during each of the tours of 

duty or reintegration event.

Within thirty (30) days of contract award, the Contractor shall provide through the 

NGB COTR for approval a module for the ANG member Orientation. This 

orientation module shall be specifically designed for the ANG. The state/territory 

ANG may have an existing orientation module(s) and/or materials available and 

may require the Contractor to augment these instead of or add additional 

information/materials to what they provide. 

Annually, the Contractor shall offer to conduct advanced orientations or 

specialized briefings for members to build upon orientations previously received. 

The Contractor shall work with the PHSME and NGB/SG COTR to plan content, 

and scheduling of orientations to meet ANG needs, consistent with guidance 

from the NGB/SG Office. 

n. Behavioral Health and Wellness Promotion

If requested, the offeror must list in their proposal all behavioral health and 

wellness promotional resources and materials including slides, handouts, 

protocols and curricula that are offered to the ANG for use during the life of the 

contract. These include programs and materials for on-site presentation as well 

as for distance learning. ANG, through the PHSME, will have use of these 

educational and promotional programs and materials during the life of the 

contract, but not after end of the contract unless specifically authorized by the 

contractor to use them after end of the contract. Within 30 days of award, the 

Contractor through the ANG COTR will submit behavioral health curricula for 

approval.

If the contractor makes additional contractor owned educational and promotional 

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programs or materials, including protocols and curricula, available to the ANG for 

use during the contract that were not included in the list provided as part of their 

proposal, ANG will have access to their use during the life of the contract, but not 

after end of the contract unless specifically authorized by the contractor to use 

them after end of the contract.

If requested, the contractor shall work collaboratively with the PHSME and the 

ANG to develop new oral and written health and wellness educational and 

promotional programs and materials, including protocols and curricula to 

effectively meet customer needs. The ANG will have sole ownership and 

ongoing use of these training programs and materials if ANG time or other 

development costs are funded from this contract.

The ANG COR will specify the Government names and logos to appear on all 

material used under this contract. Under only very rare circumstances and with 

the approval of the ANG COR may the Contractor’s corporate name appear on 

any of the material.

1. Behavioral Health and Wellness Promotional Presentations

The PHSME shall also be responsible for providing other presentations as 

requested by the NGB/SG Office. 

The Wing DPH shall work with the ANG COTR and State DPH to plan content, 

and scheduling of behavioral health and wellness presentations and other 

promotional activities to meet ANG needs. Each contract year, ANG and the 

Contractor shall survey the ANG Wings to determine behavioral health and 

wellness educational and promotional needs. Based on this survey information, 

the Contractor shall be provided new topics for behavioral health and wellness 

promotion. The Contractor shall develop programs on these topics, submit 

drafts for NGB/SG approval, and be prepared to deliver the programs no later 

than two (2) months after receiving notification of any new topic from the NGB. 

The Contractor shall also provide other existing behavioral health and wellness 

promotional presentations as requested by NGB/SG

 

Within thirty (30) days of contract award the Contractor shall submit, to the 

NGB/SG office for approval, both a comprehensive plan for behavioral health 

and wellness promotional presentations and an evaluation form to be completed 

by participants at the end of each presentation. .

(1) Contingent on workload, PHSMEs and/or affiliate counselors shall 

provide unlimited presentations. Presentations shall be conducted as 

requested by the Wing Project Officer or ANG COTR.

(2) When the Wing requests behavioral health and wellness promotional 

presentations, the PHSME shall contact other units and wings in the 

same locale, notify them of the presentations and recommend their 

participation.

(3) For established and approved training modules, the Wing DPH shall, 

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within fourteen (14) business days after receiving a request from the 

Wing or ANG COTR conduct the requested presentation. Handout 

material on both the topic of the program and the ANG PHS shall be 

provided at each presentation. The Wing DPH shall distribute, evaluation 

surveys approved by the Wing Project Officer to each participant at the 

end of each presentation. The Wing DPH shall track attendance and 

report of survey metrics to be routed to the ANG COTR upon request. 

(4) The Contractor shall offer a Behavioral Health and Wellness Promotion 

guide that provides a short description of each presentation topic to ANG 

liaisons and organizational representatives, as requested. 

b. Design

(1) The Contractor shall design all health and wellness promotional 

presentations to be presented in 30 minute, one (1) to two (2) hour 

modules, and can be adapted for presentation in periods as needed by 

the ANG Wing. At the request of the Wing Project Officer, through the 

ANG COTR shall provide presentations exceeding one (1) to two (2) 

hours.

(2) Presentations and other forms of behavioral health and wellness 

education and promotion are to be designed for delivery through various 

means of distance learning (Webinar/CD DVD etc.) to meet member 

needs as approved by the ANG COTR.

(3) The Contractor shall provide promotional materials via web-based 

electronic transmission to ANG members, whenever that is acceptable to 

the ANG.

(4) The Contractor shall refer requests for services outside of the routine 

behavioral health and wellness presentations by the NGB/SG Office 

through the ANG COTR

(5) The Contractor shall create a one or two page summary, with graphics, of 

each presentation for handout suitable for distribution to members who 

could not attend the presentation. The design is to be compatible with 

access electronically or via the Internet.

c. Optional Alternate Methods 

(1) The Contractor shall participate in presentations via satellite broadcast for 

the ANG, ANG states/territories with satellite broadcast capabilities, or via 

other means of distance learning when requested by the NGB/SG Office 

through the ANG COTR

(2) The Contractor shall conduct video teleconferencing with remote 

locations on all presentation topics when requested by the NGB/SG 

Office through the ANG COTR 

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(3) The Contractor shall deliver other types of promotional activities at the 

request of the Project Officer.

(4) The Contractor shall ensure that all services are maintained in a 

private/secure manner and adhere to confidentiality requirements.

DELIVERABLES

Deliverables Due Date Section Reference

1. Prepare and submit to NGB/SG 

request for OMB clearance of client 

satisfaction surveys-if necessary. 

When requested by 

NGB/SG

2

2. Contractor shall fully and promptly 

comply with requests by NGB/SG 

to obtain security clearance for 

personnel working under this 

contract

Submit application for 

security clearance within 

one week of each request

2

3. Submit to NGB/SG a review of 

PHSME placement and 

recommendations for staffing

Annually, beginning no later 

than 11 months after 

contract award

2

4. Submit to NGB/SG for approval 

written protocols and procedures to 

ensure availability of PHSME and 

Affiliate Counselor supervision and 

psychiatric consultation 

Within thirty (30) days after 

award of the contract

2

5. Submit to NGB/SG for approval 

written protocols and procedures to 

ensure availability of all during 

business hours

Within thirty (30) days after 

award of the contract

2

6. Submit to NGB/SG for approval 

written protocols and procedures 

defining PHSME/Affiliate Counselor 

duties in responding to after-hours 

and emergency calls

Within thirty (30) days after 

award of the contract

2

7. Notify NGB/SG of backup for 

when on leave

Two (2) days prior to leave 2

8. A written voice mail text to be used 

by each PHSME

5 days of contract award 2

9. Include in policies and procedures 

required and accurate 

communication of messages 

Within 30 days after 

contract award

2

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Deliverables Due Date Section Reference

among PHSMEs and ANG member 

callers 

10. Submit to NGB/SG for approval 

written protocols and procedures 

for telephone access 

Within thirty (30) days after 

award of the contract

2

11. Submit to NGB/SG written 

protocols for telephone case 

management 

Within thirty (30) days after 

award of the contract

2 

12. Submit to NGB/SG for approval a 

written voice mail message to be 

used by PHSMEs

Within five (5) days after 

award of the contract

2

13. Submit to NGB/SG a complete 

listing of all qualified affiliate 

counselors as well as SAPs with:

a. accepting TRICARE payment 

b. VA system and military culture 

knowledge 

Within thirty (30) days of 

contract award and 

quarterly, fifteen (15) days 

after the period being 

reported or as requested by 

NGB/SG

2

14. Submit to NGB/SG an Affiliate 

Counselor Usage Report

Quarterly, fifteen (15) days 

after the period being 

reported

2

15. Submit copies of PHSME 

candidate’s resumes etc. to 

NGB/SG

Upon request by NGB/SG 2

16. Contractor shall provide a thorough 

orientation of the ANG to any or 

Affiliate assigned to the contract

Within ten (10) working

days after hire () or prior to 

providing services to ANG 

beneficiaries 

2

17. Submit via electronic mail to 

NGB/SG for approval written 

protocols and procedures defining 

each role

Within thirty (30) days after 

award of the contract

2 

18. Develop protocol for direct services 

and case management of sensitive 

or high profile cases and submit to 

NGB/SG

Within 30 days after 

contract award 

2

19. Contractor shall provide an 

orientation of ANG health networks 

and protocols to new Affiliates

Prior to Affiliates providing 

services

2

20. Submit to NGB/SG a sample Client 

Satisfaction Survey

Within thirty (30) days of 

contract award 

2 

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Deliverables Due Date Section Reference

21. Submit to NGB/SG quarterly 

program utilization reports by 

PHSME and referred/affiliate 

counselors

Within fifteen (15) business 

days of the end of the 

reporting period

2 

22. Submit to NGB/SG for review and 

approval Standard Operating 

Policies and Procedures Manual 

for the PHSMEs, including 

telephonic back-up procedures, 

telephonic counseling, available 

supervision and psych consultation

Within thirty (30) days after 

award of the contract

2

23. Contractor shall distribute Policies 

and Procedures Manual to include 

military benefits programs and 

specific benefits eligibility for ANG

Within fifteen (15) days of 

approval by NGB/SG

2

24. Submit to NGB/SG a description of 

the state specific PHSME account 

management plan

Within thirty (30) days of 

award and updated 

annually

2

25. Submit to NGB/SG, PHSME and 

Affiliate Counselor database

Within thirty (30) days after 

award of the contract, 

quarterly, within fifteen (15) 

days after the period being 

reported, and as requested

2

26. Submit to NGB/SG for review and 

approval a reference resource to 

be used by PHSMEs to facilitate 

referral of ANG members 

Within thirty (30) days after

award of the contract

2 

27. Assist with the planning and 

coordination of “Customer” State 

ANG Meetings and “significant 

matters” minutes from those 

meetings to NGB/SG

As requested by the 

NGB/SG, minutes due 

fifteen (15) days after the 

meeting is held

2 

28. Submit to NGB/SG for approval 

protocols and procedures for 

Critical Incident Event response 

(CIE)

Within fifteen (15) days 

after award of contract

2 

29. Contractor shall provide on-site 

crisis intervention teams 

Within timeframes specified 

by NGB/sGfor any special 

or critical incident

2

30. Notify NGB/SG of Critical Incident 

and provide additional written 

Notify within twenty-four 

(24) hours of any special or 

2

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Deliverables Due Date Section Reference

information and/or reports critical incident and provide 

written information and/or 

customer reports at request 

of NGB/SG

31. Provide to NGB/SG the ANG 

Commander’s comments and 

suggested corrective follow-up 

report for Critical Incidents if 

applicable.

Within seventy-two (72) 

hours after the occurrence 

of any critical or special 

incident

2

32. Submit to NGB/SG for approval 

training modules for the 

Commander Training 

Within thirty (30) days after 

award of the contract

2

33. Submit to NGB/SG for approval a 

training module for the ANG 

member orientation

Within thirty (30) days after 

award of the contract

2

34. Submit to NGB/SG curricula of 

each behavioral health and 

wellness training session

Within thirty (30) days after 

award of contract

2

35. Submit to NGB/SG a qualitative 

and quantitative report of 

behavioral health and wellness 

training

Quarterly, fifteen (15) days 

after the period reported

2

36. Submit to NGB/SG for approval 

both a plan and sample survey 

form for comprehensive behavioral 

health and wellness evaluation 

form

Within thirty (30) days after 

award of contract

2

37. Develop programs and materials 

for presentation on new behavioral 

health and wellness presentation 

topics. Obtain NGB/SG approval of 

drafts

Be prepared to deliver the 

presentations two (2) 

months after notification of 

topic by ANG

2

38. Define adjustments to standard 

status reports that will be 

necessary 

Within 15 days after award 3 

39. Provide customized and executive 

summary reports

Ad hoc, quarterly or 

annually at request of 

NGB/SG

3

40. Provide Management Reports Monthly 3

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Deliverables Due Date Section Reference

41. Provide Management Reports for 

specific state/territory

Upon Request by NGB/SG 3

42. Provide reports for each 

state/territory

Within 3 weeks after end of 

each fiscal quarter

3

43. Send reports to state PHSME by 

email or by mailing hard copies

Within 3 weeks after end of 

each fiscal quarter as 

elected by NGB/SG

3

44. Additions to or removal of data 

fields

Upon Request by NGB/SG 3

45. Provide paper invoice and detail 

electronic file

Monthly 3

46. Data exchanges use standardized 

transfer format protocol via secure 

data link per Security requirements

Negotiated routine and 

scheduled basis

3

47. Perform electronic transfer to ANG 

of case and status data

Six working days after end 

of each month

3

48. Provide ANG with complete and 

total backup of data from the 

Upon termination of 

contract or on special 

request

3

49. Provide ad hoc reports Intermittently within 3 

working days after request 

by NGB/SG

3 

50. Replace personal computer 

systems and commercial hardware 

per established level of effort

As needed 3

51. Contractor shall promptly and fully 

participate in in-depth study of 

security of contactor’s records 

system

Upon request by NGB/SG 3 

52. Submit written plan to NGB/SG for 

approval

Annually, (60) days before 

end of the contract year

3

53. Develop mutually agreeable 

Interconnection Memorandum of 

Understanding

Within 30 days of contract 

award

3

54. Provide a mutually acceptable 

Interconnection Security 

Agreement

Within 60 days of contract 

award

3

55. Provide security status report Quarterly 3

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Deliverables Due Date Section Reference

56. Contractor shall design a 

promotional campaign and update 

it annually

Submit to NGB/SG within 

60 days after contract 

award and update annually 

thereafter

3

57. Submit a sample bulletin to Project 

Officer for review

Within thirty (30) days after 

award of the contract

3

58. Submit to NGB/SG for review and 

approval a written CQI Program 

Plan

Within thirty (30) days of 

contract award

3

59. Submit to NGB/SG CQI Work Plan Annually, within thirty (30) 

days of the beginning of the 

fiscal year

3

60. Submit to NGB/SG Quarterly CQI 

Reports

Quarterly, within fifteen (15) 

days after the period being 

reported

3 

 61. Submit a report detailing 

corresponding counselor activity 

deliverable activity, invoices, 

charges etc.

Monthly, with voucher 3

62. Submit to NGB/SG Annual Work 

Plan Evaluation

Annually, within thirty (30) 

days of the end of the fiscal 

year

3

63. Contractor shall submit written 

response to ANG on-site reviews 

and plan and implement corrective 

action plan 

Within fifteen (15) days of 

the on-site review

3

OBSERVANCE OF FEDERAL HOLIDAYS

Government holidays are - 

1. New Year’s Day January 1st

2. Martin Luther King’s Birthday Third Monday in Jan.

3. President’s Day Third Monday in Feb.

4. Memorial Day Last Monday in May

5. Independence Day July 4th

6. Labor Day First Monday in Sept. 

7. Columbus Day Second Monday in Oct.

8. Veteran’s Day November 11

9. Thanksgiving Day Fourth Thursday in Nov. 

10. Christmas Day December 25

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DELIVERABLE SCHEDULE

The Contractor shall prepare and deliver the following items in the quantities specified to 

the Project Officer. This individual will be identified upon contract award. 

Any deliverable or products produced under this contract will be accepted or rejected in 

writing by the Project Officer. To complete this contract, the Contractor must furnish the 

deliverables specified below:

 

SECTION III: 

A. SECURITY AND RECORDS MANAGEMENT

System of Records and Management Information System ()

a. System of Records

Confidentiality and privacy are primary underlying tenets of the ANG 

psychological health services and it will be the Contractor's responsibility to 

ensure that all client information remains confidential, private, and secure. 

Identification numbers shall be assigned to each client's case. The Contractor 

shall maintain a list of case numbers and corresponding member names 

electronically or in a locked file in a location separate from member's case files. 

All member names and case numbers, irrespective of whether the cases are 

open or closed, shall be kept on the lists. Member names and case numbers of 

files that have been destroyed shall not appear on the lists of active and closed 

cases in the files, but shall continue to be maintained on a separate list.

The Contractor shall utilize a record system that is in compliance with the laws 

and regulations governing mental health, alcohol and other drug abuse 

prevention, treatment and rehabilitation, the Privacy Act of 1974 and other 

applicable laws, regulations and guidelines governing confidentiality of 

counseling/problem solving records. The Contractor shall be subject to the 

penalties imposed by such laws for disclosure of any information without the 

member's prior knowledge and specific written consent. All records, whether 

computerized or hard copy, shall throughout the performance of the contract and 

after the completion of the contract remain the property of ANG and shall be 

surrendered to the Project Officer when requested. Case records shall be kept 

and destroyed in accordance with DoD standards. Only the Project Officer or 

the Project Officer's designee may destroy records.

The Contractor shall adhere to requirements of DoD, ANG and the Contractor’s 

Management Information System () security plan including security guidelines for 

electronic files. To help ensure the confidentiality and security of all hard copy 

and records, each PHSME office shall have a working door lock and filing 

cabinets with bar locks. When there are problems with the locks or when it is 

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impossible to install bar locks without destroying furniture, the Contractor shall 

notify the Wing Medical Group representative for repair or replacement. 

All client records maintained by the Contractor, including, but not limited to, any 

documents referring the member to the PHS, identifying member information 

and/or ongoing progress notes shall be kept in the locked file cabinet(s) at all 

times except when the PHSME is working on the case/record/file.

Each Wing Project Officer shall be responsible for following DoD approved 

protocols and procedures to assure a secure chain-of-custody system for 

any record that is removed from an office. The PHSME shall document the 

approval to remove any clinical record and/or other confidential information in 

accordance with the approved protocol. The Project Officer shall be advised 

prior to the removal of any record, or any part of a record, and shall be advised 

again when the record is returned.

In the absence of a PHSME, the Contractor shall have knowledge of and access 

to keys/codes to gain admittance to secure materials. 

a. Management Information System () (Portions are Optional for award)

The ANG is currently investigating a comprehensive multi-layered tracking 

and data collection system for many ANG personnel functions. The ANG 

may/may not elect to utilize the total capability of Contractor’s 

comprehensive MIS system, but expects the offeror to provide and 

manage hardware necessary to accomplish and effectively communicate 

as well as track activity of the PHSME program. The ANG expects any data 

collected in the provision of this contract will have the ability to be 

transferred and/or to collaborate in partnership with other ANG /IT 

contractors, within the bounds of privacy and confidentiality laws and 

regulations. However, the Government does expect each offeror to 

propose as part of this solicitation, its MIS capabilities and plan for 

tracking PHSME services.

Offerors are to propose use of their MIS and describe in their proposal how their 

MIS will effectively support the full range of services needed under this contract. 

Offerors are to provide a breakout of MIS costs as part of their business 

proposal. The Government reserves the right to require use of a DoD system or 

a combination of DoD and Offeror’s MIS. 

Offerors are to create and adhere to an established disaster recovery plan that 

provides for prompt telecommunication and MIS coverage, enabling access by 

personnel, preferably from an alternate location when failure occurs at a primary 

site. The Offeror shall describe their disaster recovery system in their proposal 

including how promptly it restores functionality and a backup plan for how and 

who will assume responsibility within the system should a transfer of operations 

occurs due to any interruption of service. 

The Contractor is to provide cost-effective and prompt initial and timely refresher 

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training to ensure competent and efficient utilization of the MIS .

Offerors must describe, as part of their proposal: 

(1) The data to be collected, reports to be generated, and the functionality, 

security, and efficiency of MIS services offered for use as of the effective date 

of service delivery under the contract. In so doing the offeror is to address this 

from the perspective of the PHSMEs, database management and report 

generation staff and any others with significant roles using the MIS.

(2) The Offeror will describe their schedule of MIS downtime, actual downtime 

over the past 12 months, and proposal to minimize MIS downtime since some 

work shifts will result in 24X7 operations. 

Additionally, the contractor may propose enhancements, alternative features, or 

other means of fully and effectively providing services to support this contract.

As part of their proposal, Offerors are requested to: 

(1) Describe the computer platform and operating system to be used and the 

method of connectivity between the computers of the PHSMEs located away 

from the contractor’s central database.

(2) Describe the frequency with which data is aggregated and made available 

to the PHSMEs if access to the central database of ANG and member clinical 

and service request information is not real time. 

c. Data Management Requirements

Offerors are expected to use an automated data processing system to support 

record management and reporting needs. The Contractor shall be responsible 

for all costs to implement and maintain the system that is used by the contractor 

and PHSME staff. The Contractor shall be responsible for the following high-level

data management tasks:

(1) Collection of all data managed under this contract (data is more thoroughly 

defined below). 

(2) Provide personal computing resources (and support of these resources) 

necessary for the service providers and staff to report and manage the 

information associated with this contract and the casework associated with the 

contract. 

(3) Routine development and delivery of status reports

(4) Routine electronic transfer of detailed data

(5) Provide provisions for special reporting and data exchange needs

The system or systems used by the contractor must be managed in a way that 

they will meet security and record management guidelines and standards that 

are defined within this contract. The following sections provide additional 

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information on the data that needs to be managed and exchanged, the manner 

in which it will be exchanged, Automated Information System security guidelines 

that must be adhered to, and the responsibilities that each party will have with 

respect to implementation and support of the systems. 

d. Definition of Managed Data:

All case files for each employee and/or family member who uses the PHS 

shall be kept in accordance with the confidentiality requirements as implemented 

by DoD Regulations, 42 CFR Part 2, and in full compliance with the requirements 

of the Privacy Act, 5 U.S.C. 552 a.

While the contractor may choose to manage any data they deem necessary to 

manage operations and perform the work set out under this contract, the 

following data is considered to be a minimum baseline of the information that the 

Contractor shall be required to manage and exchange with the ANG. The offeror 

will be responsible for collection and management of all case management, 

counselor activity, and business management data required to create operational 

and business reports for the ANG. This data will be maintained within the 

Contractor’s MIS. For the purpose of this solicitation, data has been defined as 

sets of data that are collected and managed through the process of providing the

following services.

(1) Initial Contact, Assessment & Referrals

Beginning with the first member contact the Contractor shall maintain a record 

of contacts with and/or on behalf of each member with the most recent 

information kept at the front of the record. Notes shall contain as little 

identifying information as possible and each PHSME shall be responsible for 

ensuring that every record is both legible and orderly. Every action taken by 

the PHSME in management of the case shall be documented. The subjective, 

objective, assessment and plan (SOAP) or another similarly structured method 

of documentation shall be used to record on-going progress notes. As a 

matter of policy, all hard copy files of cases assessed as involving a risk of 

violence to self and/or others shall be marked in red, and electronic files of 

such cases are to be flagged for easy identification.

(2) All PHSMEs cases and cases referred to emergency affiliate counselors by 

the PHSME or other location shall be maintained in the same manner as 

assessments, whether such cases are self initiated or referred by 

management. Every action taken upon initial contact as well as those by 

assigned counselors shall be documented in accordance with SOAP or 

similarly structured methods of documentation.

(3) Data sets managed as part of this process will include:

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(a) Member Demographics: This is information that identifies and describes 

the member. This will include his/her name, personal information, contact 

information, Case Number (Case ID), employment information, and in the 

case of family member and respective identification information.

(b) PHSME and referred/affiliate counselor identification: Information that 

identifies the staff/PHSME or referred/affiliate counselor or caseworker that is 

associated with the case. In the case of referrals, this will include the 

identification of the initial contact, the assigned counselor, and any other 

counselors associated with the case via the referral.

(c) Case Definition: Each initial encounter will initiate a new entry. Case 

Definition information includes at a minimum the case number, first contact 

date, time, and site coded location when appropriate.

(d) State/Territory/Location case ID: The ID is the ANG state or territory for 

which the work is being performed. Service information provided under this 

contract will be provided to ANG managers from a number of different 

locations or regions. Each event or recipient of services must be correctly 

associated with a case ID to ensure that services are tracked and billed 

properly, and that reports are accurate for the population covered under a 

particular site location. The Offeror will be responsible for tracking the case 

identification for each service that is performed. 

(4) Case Management

Unless the family member is the ANG member, information about family 

members who use the PHS shall be maintained in the member's file. Records 

shall contain pertinent information about every contact between the member 

and/or family member and the PHS, whether on the phone, in person, by fax or 

in writing. 

Data sets managed as part of this process will include:

(a) Case Data: This will include activity conducted during each visit or 

session and assignments between sessions as well as identified 

problem/diagnostic impression information. Case data is covered in two 

general categories—member demographic information and clinical 

information. 

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Clinical information includes: progress notes, case status (open or closed), 

intervention plan, recommendations, presenting and assessed 

problem, latest version of the ICD or DSM code (when appropriate and 

permissible), whether or not the member in the case has been 

referred for service as the result of any violation, drug or substance abuse, 

TBI or PTSD activity and member’s condition at case closing.

For affiliate counselor cases, progress notes, intervention plans and 

recommendations do not need to be included in the offeror’s electronic case 

management system. 

(b) Events: The offeror will track information about a wide variety of events. 

Events that are tracked include;

o -Initial contact or consultation

o -Any referral

o -Each counselor contact or consultation

o -Each referral contact or consultation

o -Each family member contact or consultation

o -Any risk management event or consultation

o -Any Critical Incident Event or consultation

o -Any administrative contact or consultation

o -Any phone contact or consultation

o -Each PHSME contact or consultation

o -Any training event or consultation

o -Others as requested by the Project Officer

For each event, there will be an event code, the date the event started, the 

date it was complete, the definition of the provider that was involved in the 

event, and if applicable, the identification of the case under which the event 

occurred.

Additionally, the following requirements must be met: 

(a) Consultation and information provided to PHSMEs during service 

contacts that do not immediately result in opening a case shall be entered 

in the MIS as a consultation occurring or documented immediately and 

entered by the close of business on the day of the contact;

(b) PHS demographic and PHS case episode activity shall be documented 

and entered by the close of business on the day of the contact or session;

(c) PHS training and health promotional activity shall be documented and 

entered within two (2) business days of the activity.

(d) Computer screens used by PHSMEs must be easily navigated, support 

and facilitate member support as opposed to primarily serving as a means 

of collecting information.

(e) The Contractor is to collect and report information on reported work 

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problems and various outcomes including pre and post deployment, civilian 

reintegration, and productivity measures. 

(f) The Contractor is to provide a Return On Investment analysis, and 

include a description or sample as part of the proposal. 

(g) As part of their proposal, Offerors are to describe the proposed case 

management system and include samples of the screens PHSMEs would 

use when conducting assessment and entering case data or referral 

information.

(5) Standard Status Reporting 

On a routine basis, the Contractor shall produce a set of standard reports. 

Offerors are requested to provide, as part of their proposal, a portfolio of 

example reports that are currently available from the contractor’s data 

system(s) from which ANG may select to be provided under this contract. 

Within 15 days of award, the Contractor shall work with ANG and define any 

adjustments that will be necessary to the reports. Based on this, an agreement 

will be reached on the format for the standard status reports. Subsequent 

changes to the reports will be made at the request of the Project Officer. 

Standard status reports will include ID Reports and Management Reports.

(a) Management Reports: The Contractor’s must maintain management 

reporting capability and on a scheduled basis provide ANG with monthly 

Management Reports. These reports are the reports used by PHSMEs to 

maintain and improve the effectiveness and outcomes of services. When 

the reports include information on services provided by counselors, the 

information is to be grouped 

by each affiliate counselor. When requested by the Project Officer, 

selected Management Reports will be produced for specific individual 

states and/or territories.

(b) ANG case ID Reports: The Contractor shall provide quarterly reports for 

each state via ID within three weeks after the end of each fiscal quarter. 

These reports are to be available in both electronic format and hard copy. 

The Contractor shall, at the election of the Project Officer, send the reports 

by email or mail hard copies to a particular state or territory via the PHSME. 

 

The Contractor shall provide flexibility that provides for additions to or removal 

of data fields upon request of the Project Officer.

The Contractor’s should have flexibility to permit customization of some ANG 

state reports. The Contractor shall, at the request of the Project Officer, 

provide customized reports and executive summary reports on an intermittent, 

quarterly or annual basis for selected states/territories. The executive 

summary reports will contain informative graphics and narrative that describes 

the PHSME and generic case activities. 

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The Contractor is required to collect and report information of each state and

territory as well as a combined national report for the PHSME Utilization Report. 

This attachment represents the type of data collected and reported for a state or 

territory. Data required to be collected and reported varies, may be more or less 

for some states/territories, and may change over time to meet ANG needs. 

As part of their proposal, Offerors are requested to:

(a) Describe routine report content, format, and appearance. Include 

provisions for tracking and capturing specific and/or unique activity, such 

as disaster and critical incident response for both a regional and national 

scale, and for generating reports of this information including brief narrative 

reports highlighting significant aspects of the services delivered.

(b) Provide the schedule of steps in the process of generating ad hoc and 

routine reports from the central database to produce the same report 

content for all services.

(6) Web Activity Data Reports- if Web Option is elected

As defined in the contract, the offeror will be responsible for providing and 

supporting another Joint activity and/or DoD websites that will allow people to 

access reference and self-help information. The offeror will be responsible for 

providing routine reports that document the collaboration or usage (number of 

hits) of the different resources via any link to a primary website. 

e. Key Information

To ensure that it is possible to relate all sets of managed information, the 

Offeror’s data systems must ensure that they track key identification 

characteristics on all the data sets. Key information includes the following 

elements:

(1) Site/location identification

(2) Case identification

(3) Encounter identification (when appropriate)

(4) PHSME or service provider identification

 

 f. Data Exchange Requirements

As defined in the contract, the offeror will support the exchange of information 

via: 

(1) Paper reports

(2) Exchange of electronic documents

(3) Exchange of standardized electronic transactions

All data exchanges shall occur on a negotiated routine and scheduled basis 

utilizing a standardized and agreed to electronic data transfer format protocol. 

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All data shall be transmitted via a secure data link in accordance with DoD 

Security requirements. 

ANG has elected to develop electronic interfaces in a manner supporting Health 

Insurance Portability and Accountability Act of 1996 (HIPAA), compliance. 

Additional data exchange requirements include:

(1) Routine Status Reports

As defined in this solicitation, on a routine basis, the offeror will provide a set of 

standard status reports. These reports will be produced in both paper and 

electronic format. As required, the paper copies will be mailed to designated 

points of contact. As required, NGB/SG will be responsible for providing an up 

to date listing of contacts that will receive reports.

Information covered in these reports will include information from the following 

data sets that are discussed above:

(a) Case Definition 

(b) Site Location ID 

(c) Counselor Activity

(d) Case Status Data

 

Reports also will be produced and delivered in electronic PDF format. A copy 

of the set of electronic reports will be delivered to NGB/SG along with a data 

file that relates the contents of the reports to the filenames that are used for 

each electronic file. This data file will identify file names, and the meta-data for 

each of the reports contained in the files.

(2) Monthly Invoice Detail Reports

As defined in this solicitation, on a monthly basis, the offeror will provide paper 

copy of the invoice to NGB/SG that summarizes the charges for that billing 

period to include documentation with corresponding deliverable activity, 

invoices, charges etc. In addition, the offeror will be responsible for providing 

electronic transactions that detail the information summarized in the invoice.

(4) Complete Data Transition

The Contractor shall maintain all data sets within their data systems. On 

termination of the contract, and or on special request, the Contractor shall 

provide the ANG with complete and total access to all information including: 

(a) Member/client Demographics

(b) Counselor Identification

(c) Case Definition 

(d) Site/Location ID 

(e) Case Data

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(f) Event Data

(g) Counselor Activity

(h) Case Status Data

(i) Analysis of the Data

(j) Web Data or Activity

(k) Invoice and billing information

In the event that there is a need to exercise this option, this information will be 

provided to the ANG as a backup of the data from the MIS system used by the 

Offeror in an agreed to format.

(5) Ad Hoc Reporting 

The Project Officer may intermittently require ad hoc reports, e.g., a unique 

inquiry or analysis of data. The offeror should plan to provide for support of 

these needs, e.g. by maintaining data mining capability that provides the ANG 

with means of effectively retrieving selected management or clinical data.

In the event this need arises, the Project Officer or their designated 

representative will define the needs, and the offeror will be expected to 

produce the requested report within 3 working days. 

It is expected that there will be no more than 2 requests per month, and that 

the requests will deal with reporting or analysis of data that already exists. 

The response to the solicitation should detail how this support will be provided, 

and what protocol will need to be followed to make such a request. 

B. PERIOD OF PERFORMANCE

The period of performance shall be for a two year ordering period during which task 

orders of up to 12 months with one 12-month option period may be issued. The 

Government may exercise options to extend the period of performance in accordance 

with FAR 52.217-9, upon written notification by the Contracting Officer at least 30 days 

before task order expiration or within 30 days of funds becoming available. 

C. PLACE OF PERFORMANCE

The Contractor shall perform the required services at the locations listed in Attachment 1.

D. GOVERNMENT FURNISHED FACILITIES AND EQUIPMENT/ 

PROPERTY

*The Government shall provide safe and secure space and facilities to

ensure that all PHSMEs are able to carry out the administrative 

expectations of this contract within environments that ensure privacy. The 

physical office space may be either on-site or off-site, depending upon the 

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availability of Government space and the needs of the ANG members being 

served. 

The equipment at, and facilities of, each professional office shall be provided by 

the Government in accordance with guidelines and standards of DoD, General 

Service Administration, Public Building Service 9/66 or other guidelines or 

standards applicable to the Federal organization for which services are provided. 

Each office shall be maintained as a professional environment that ensures the 

safety, privacy and confidentiality of all employees who seek assistance.

The Government shall provide appropriate equipment and furnishings and shall 

provide necessary space, heating, lighting, ventilation and all utilities including 

telephone(s), and telephone lines required for safe and efficient operation of the 

physical facility.

The Government shall authorize the Contractor to use the provided equipment 

and furnishings as well as additional furnishings and equipment of a similar type 

if required for program expansion. Any such additional acquisitions shall be 

requested by the Contractor and shall be approved in writing by the Contracting 

Officer prior to purchase or rental of such furnishings and/or equipment. At the 

discretion of the Project Officer, any such furnishings and/or equipment may be 

withdrawn at any time. The Government shall provide necessary periodic 

cleaning of floors, windows, furnishings and fixtures necessary to conform to 

applicable health, safety and sanitary requirements.

Following the prior written approval of the Wing Project Officer, the Contractor 

may use its own items at no cost or liability to the Government for maintenance, 

service, repair and/or replacement provided the use of such equipment does not 

require additional, or result in overloading of existing utility resources. All such 

equipment shall conform to accepted safety standards.

The Contractor shall assume both the responsibility and liability for loss or 

damage of equipment and/or facilities provided by the Government if the 

damage or loss is caused by other than normal operating usage or is attributable 

to negligence of Contractor employees and/or agents.

Within ten (10) days of the start of the contract and within ten (10) days prior to 

the expiration of this contract, one (1) representative of each the Government 

and the Contractor shall conduct an inventory to determine the contents of each 

PHSME office, if the office is Government property and/or if there is any 

Government furnished property in the office. All capital and non-capital items 

shall be listed on Standard Form 565 or on a form authorized by the Wing 

Project Officer. All inventoried items are to be marked with appropriate labels in 

accordance with FPM regulations.

ANG retains the right to conduct periodic surveys/inspections of PHSME space 

occupied by the Contractor.

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All Government furnished property shall be subject to Federal Acquisition 

Regulation (FAR) Clause 52.245-5 entitled Government Property (CostReimbursement, Time-and-Material or Labor-Hour Contracts.

CONTRACTOR'S COOPERATION

When required, the Contractor shall cooperate with other ANG contractors and 

subcontractors to ensure the seamless delivery of high quality services to ANG 

members.

 GENERAL SUPPLIES, STATIONERY AND FORMS

The Contractor shall be required to use Government approved forms for records, 

data collection, compliance with the Confidentiality and Privacy Acts and any 

other uses deemed necessary by the Government. Any form which the 

Contractor proposes to use shall be pre-approved in writing by the Project 

Officer. If ANG requests that specific forms or other materials be used, ANG 

shall provide camera-ready artwork which shall then be produced and distributed 

by the Contractor.

The Contractor shall be responsible for purchasing and supplying each 

professional office with all general supplies and Government approved training, 

promotional materials, and stationery necessary for program operations, in 

fulfillment of this contract. Specific Government organization logos or other 

insignia will be provided by the Project Officer. Under no circumstance may the 

Contractor's corporate name or logo appear on any material used, unless preauthorized by the ANG COTR.

PERSONAL COMPUTER AND SUPPORT

The system or systems used by the contractor must be managed in a way that 

they will meet security and record management guidelines that are defined within 

this contract. 

(1) Personal Computer Support

Offerors are to propose to supply, support, and maintain the personal 

computers, related hardware, commercial software, and Internet access 

needed for performance under this contract. The helpdesk support function 

must provide timely and effective support to users of the system. 

The Government reserves the right; however, to provide and maintain all or 

some of the personal computer systems including related hardware, 

commercial software, and internet access for the PHSMEs working at their 

respective offices and/or “on the road”, and/or to provide helpdesk support for 

all or some of the PHSMEs in use of these personal computer systems if it is 

in the best interest of the Government. The Government will negotiate this 

with Offerors in the competitive range if it appears to be in the best interest of 

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the Government to do so at time of award, or may elect to provide these 

functions, or may require the Contractor to provide these functions at any time 

during the life of the contract. 

As part of the costs in the business proposal, Offerors are requested to 

include a breakout of the cost for replacing the personal computer systems 

including related hardware and commercial software, for maintaining these 

personal computer systems including internet access, and for helpdesk 

support for use of these personal computer systems by PHSMEs located in 

the 54 states and territories as well as one each in the Air and Army Air 

National Guard Readiness Centers. Offerors are to respond to the level of 

effort specified for each of these categories in the price tables when preparing 

their business proposal.

(2) Web Reporting System Support

The ANG COTR may require in the future that the Contractor post site 

location ID reports on a Contractor provided website and provide states and 

territories with limited access only to their individual reports.

At the election of the ANG COTR, the ANG will post electronic copies of such 

reports on a coordinated DoD website. 

- Data Management Security Requirements

The Contractor shall be required when requested by the ANG COTR, to promptly 

and fully participate in an in-depth study of the security of the Contractor’s 

records system and Management Information System. Government personnel 

and/or third parties on behalf of the government may conduct this review. The 

government may require corrective actions, as a result of this study, that if not 

implemented within timeframes established by the government can result in 

default of performance under this contract and termination of the contract for 

cause.

The hardware and control system are to be contained in a facility that protects 

the physical integrity of the systems and provides security from both physical and 

electronic threats. 

The Contractor shall adhere to requirements of the Contractor’s MIS security 

plan including security guidelines for electronic files. To help ensure the 

confidentiality and security of all hard copy and records, each PHSME office 

shall have a working door lock and filing cabinets with bar locks. When there are 

problems with the locks or when it is impossible to install bar locks without 

destroying furniture, the Contractor shall notify the ANG COTR for repair or 

replacement.

Annually, (60) days before end of the Project (Contract) Year, the Contractor 

shall submit via electronic mail to the ANG COTR for approval, a written plan. 

The plan shall include, but not be limited to, proposed additional new features 

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and enhancements and proposed resolution of any issues that have not been 

resolved.

The MIS must comply with DoD computer security requirements.

(1) Comply with the Computer Security Act of 1987 Office of Management and 

Budget (OMB) Circular A-130, Appendix III, “Security of Federal Automated 

Information Systems,” and the Privacy Act of 1974 (5 U.S.C. 552 as 

Amended). The vendor shall have achieved Certification and Accreditation in 

accordance with the guidelines of OMB Circular A-130 or have an approved 

Interim Certification and Accreditation prior to hosting ANG data or 

interconnecting with a DoD IT system. 

(2) Within 30 days of contract award the vendor will be required to develop a 

mutually agreeable Interconnection Memorandum of Understanding (MOU) 

that will document the mutual understanding of the security implementation 

that will be implemented to support these requirements. Cost(s) associated 

with meeting these requirements, from the perspective of the vendor’s entity, 

will be paid by the vendor. Within 60 days of contract award, and prior to the 

implementation of any system interfaces, the vendor will be required to provide 

a mutually acceptable Interconnection Security Agreement (ISA) that will 

provide details on the interconnection design that will be implemented, as 

required by the 

Federal Information Security Management Act (FISMA) as part of the eGovernment Act of 2002. 

(3) The ANG also requires that the vendor provide to the ANG COTR and or 

designee, quarterly security status reports (which can be submitted in the form 

of an updated plan of action and milestones) and should describe the 

continuous monitoring activities employed by the information system owner. At 

a minimum, the status report should include but not limited to the following 

questions:

(a) Have any changes to the information system affected the security 

controls in the system or introduced new vulnerabilities into the system?

(b) If so, has the agency-level risk—that is, the risk to ANG operations, 

ANG assets, or individuals been affected?

(c) Has a specified time period passed requiring the information system 

to be reauthorized in accordance with federal or DoD policy?

(4) Vendor security practices shall meet or exceed those prescribed, 

standards, regulations, and guidelines outlined above. Security strategies are 

separate from operations, enabling security officers to act quickly upon 

incidents and incorporate security best practices. This granular level of 

security management shall ensure standards required to evaluate practices 

and enhance safeguards as needed to limit unnecessary or inappropriate 

access to and disclosure of protected behavioral health information. 

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(5) To help protect computing resources, the ANG and any contracted firm 

managing computing resources for DoD is required to comply with, but not 

limited to, the following laws, regulations, and directives:

(a) Computer Security Act of 1987, P.L. 100-235: This act requires 

computer security plans for all federal computer systems that contain 

sensitive information and security awareness training for all individuals 

involved in its management, use, or operation.

(b) Federal Financial Management Improvement Act of 1996 (FFMIA): 

This Act requires agencies to implement and maintain financial 

management systems that comply substantially with Federal Financial 

Management Systems Requirements (FFMSR), applicable Federal 

Accounting Standards, and the United States Government Standard 

General Ledger at the transaction level.

(c) Federal Manager’s Financial Integrity Act of 1982 (FMFIA), P.L. 97-

255: This Act requires that the agency head, on an annual basis no later 

than December 31, provide an assurance statement with respect to 

agency management controls and agency compliance with financial 

management system requirements. The objective is to reduce or 

eliminate the incidence of waste, fraud, and abuse to government 

financial systems.

(d) OMB Circular No. A-127, Financial Management Systems: This 

Circular prescribes policies and standards for executive departments and

agencies to follow in developing, operating, evaluating, and reporting on 

financial management systems.

(e) OMB Circular No. A-130, Management of Federal Information 

Resources: This Circular establishes policy for the management of 

Federal information resources.

(f) Paperwork Reduction Act of 1980 as amended in 1995: This Act 

establishes a broad mandate for agencies to perform their information 

resources management activities in an efficient, effective, and 

economical manner. The goals of the Paperwork Reduction Act are to 

have Federal agencies become more responsible and publicly 

accountable for reducing the burden of Federal paperwork on the public, 

and for other purposes.

(g) Privacy Act of 1974 (PL-93-579): This Act requires the U. S. 

government to safeguard personal data processed by Federal agency 

computer systems.

(h) Federal Information Security Management Act (FISMA) of 2002: This 

Act provides a comprehensive framework for ensuring the effectiveness 

of information security controls over information resources that support 

Federal operations and assets.

(i) Presidential Decision Directive (PDD) 63 sets a goal of establishing a 

reliable, interconnected, and secure information system infrastructure and

increased security for government systems. It addresses the cyber and 

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physical infrastructure vulnerabilities of the Federal government by 

requiring each department and agency to work to reduce its exposure to 

new threats.

(j) NIST Special Publication 800-47, Security Guide for Interconnecting 

Information Technology systems.

(k) NIST SP 800-26, Requirements for Physical Security Safeguards

(l) Any DoD Information Technology Security Program Handbook, 

Baseline Security Requirements, DoD Certification and Accreditation, 

DoD Configuration Management Guide, DoD Contingency Planning for 

Information Security Guide, DoD Plan of Action and Milestones, DoD 

Privacy Impact Assessment, or DoD Risk Assessment Guide. 

- 508 Citation 

All electronic and information technology (EIT) procured through this Statement 

of Work and any resulting contract, task order, delivery order, or purchase order 

must meet the applicable accessibility standards at 36CFR 1194, unless an 

agency exception to this requirement exists. 36 CFR 1194 implements Section 

508 of the Rehabilitation Act 0f 1973, as amended, and is viewable here. The 

contractor shall indicate for each line item in the schedule whether each product 

or service is compliant or noncompliant with the accessibility standards at 36 

CFR 1194. Further, the proposal must indicate where full details of compliance 

can be found (e.g., vendor’s website or other exact location).

- Background Investigations 

In conformance with the DoD guidelines, ANG requires that all contractors have 

background suitability investigations commensurate with the associated level of 

risk. Background Investigations should be commensurate with high-risk for the 

Systems Administrator. Reasonable measures will be taken to assure that such 

evaluations are to be completed by the appropriate security representative 

before contract personnel are granted access to any DoD connected computer 

systems. 

- ANG Network Security

In addition to completing security background investigations, all PHSMEs must 

be eligible to obtain a Common Access Card through their respective ANG 

Wings to access the ANG network infrastructure and electronic mail. This is 

essential in order to interact with the various organizations within the Wing and 

the National Guard Bureau. 

- Promotional Materials and Activities

The Contractor shall design and conduct a promotional campaign to creatively 

assure that eligible persons including those in geographically dispersed regions 

attain and maintain knowledge of PHS services and how to access them as well 

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as reduce any stigma associated with mental health programs. To accomplish 

this, the contractor must provide PHSMEs who recognize and utilize a broad 

range of promotional methods, who partner with JFHQ personnel to create 

effective promotional events and strategies, and who have public speaking

abilities that result in effective presentations to groups of managers and ANG 

members. Depending on needs, they also must be willing to travel within a 

geographic area of within a state or territory as well as nationally as highly 

visible, well-identified representatives of the PHS throughout their assigned 

location. PHSMEs will be expected to travel to provide trainings, engage in 

promotional activities, take part in collaborative efforts with other supporting ANG 

Joint personnel, and consult with Commanders managers and other leaders.

The Contractor’s ongoing promotional campaign must be designed to ensure 

PHS awareness at all organizational levels. 

The promotional campaign is to be designed and submitted to the ANG COTR 

for approval within 60 days after contract award and updated annually thereafter.

To encourage utilization, the Contractor shall provide promotional materials that 

shall include, but not be limited to, brochures, posters, manuals, videos, 

bulletins, and other related items. The Contractor shall have ANG COTR 

approved promotional materials available in Spanish, as required by the ANG.

a. Bulletins

Within thirty (30) days of contract award, the Contractor shall submit to the ANG 

COTR for review a sample bulletins, hard copy and/or electronic versions. If the 

Government elects to have the Contractor develop and distribute bulletins, they 

shall be distributed to the PHSME quarterly through the website, a formatted 

diskette, or on the basis of one bulletin per employee plus ten (10) percent of the 

ANG units and wing population. The Contractor shall ship bulletins with an 

enclosed ANG transmittal document, to PHSMEs ten (10) days prior to the 

distribution dates of February 1, May 1, August 1 and November 1 each year of 

the contract.

b. Distribution

With the exception of bulletins, during the period of performance of the contract 

and task orders, the PHSMEs shall distribute promotional materials. When the 

PHSME receives requests for materials from the ANG, the PHSME shall 

coordinate distribution within ten (10) days of the request. The Contractor shall 

also send the requested resource to ANG COTR via electronic transmission. 

(1) Promotional Materials Development

If requested, the Contractor shall work with the ANG COTR or designated 

representative to effectively customize information and design 

promotional materials. The ANG COTR will specify the Government 

names and logos to appear on promotional material. Under only very rare 

circumstances and with the approval of the Contracting Officer may the 

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Contractor’s corporate name appear on any of the promotional materials. 

The Contractor’s name, trademark, and/or logo shall not appear on any 

distributed materials unless specifically authorized in writing by the 

Contracting Officer. If the Government elects to have the Contractor 

develop promotional materials, the Contractor shall be requested to 

submit a proposal which will be negotiated at that time. 

(a) Brochures 

The Contractor shall distribute brochures to each PHSME on the 

basis of one brochure per ANG member plus an additional ten (10) 

percent of the population at the beginning of each contract year. 

Additional copies of brochures shall be distributed by the Contractor 

to PHSMEs or ANG POCs within ten (10) working days of any 

request.

 

(b) Posters

Posters shall be printed and distributed to PHSMEs on the ratio of ten 

(10) percent of the ANG population at the beginning of each contract 

year. Additional copies of posters shall be distributed by the 

Contractor to PHSMEs or ANG POCs within ten (10) working days of 

any request.

(c) Videos/DVDs

If requested, videotapes and/or DVDs will be designed and distributed; 

subjects will include the ANG Member Orientation and Awareness 

Training modules as well as pertinent clinical subjects and shall be 

distributed to the PHSME or ANG POC on the basis of one set of 

videotapes per request. 

d. Contractor Recommended Products 

The Contractor shall describe any other products and/or methods that they would 

recommend implementing to promote the PHS.

- Psychological Health Steering Committee

The PHSMEs will also work collectively to share best practices and convey 

additional information at the state and local level; the creation of a Psychological 

Health Steering Committee to communicate and advise Guard senior leadership 

at the national level. . 

In order to accomplish this, the Government expects the successful vendor to 

organize and sponsor such a venue initially after award and annually thereafter. 

This may be planned in conjunction with other Guard support program 

components.

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E. QUALIFICATIONS OF KEY PERSONNEL – SEE SECTION 2.

F. CONTINOUS QUALITY IMPROVEMENT (CQI)

The Contractor shall establish and maintain a comprehensive Continuous Quality 

Improvement (CQI) system for measuring, evaluating, and improving 

performance of clinical and administrative services provided under terms of the 

contract. ANG will be invited to participate in all CQI meetings, and will 

participate at the discretion of NGB/SG.

 

a. CQI Program Plan

Within thirty (30) days of contract award, the Contractor shall submit via 

electronic mail to the ANG COTR for review and approval, a written CQI 

Program Plan. The CQI Program Plan shall address items such as the structure 

of the CQI program, program intent and goals, and committee structure and 

composition. The plan should describe proactive approaches to maintaining 

and improving quality as well as what triggers follow-up on negative comments 

or indicators and the nature of that follow-up

The plan also must include specific procedures for maintaining and improving 

quality in all operational components, e.g., regarding ANG member satisfaction 

surveys. The plan should include, but not be limited to procedures for:

(1) Follow-up internally on all negative client satisfaction comments about 

the vendor’s process.

(2) Providing ANG with reports on follow-up on negative comments in (1) 

above and outlining how processes have been improved.

(3) Follow-up on comments that reflect negative clinical experiences and 

track these by PHSME and/or affiliate counselor. 

(4) Providing ANG with reports on follow-up on negative comments in (3) 

above and outlining how processes have been improved.

(5) Tracking complaints about PHSMEs and/or affiliates counselors and, 

if necessary, removing affiliate counselors from the network. 

(6) Providing ANG with reports on follow-up on negative comments 

in (5) above and outlining how processes have been improved.

(7) Recognizing and providing to ANG reports on persons or initiatives 

which received significant compliments, i.e., providing information to 

facilitate opportunities to build upon strengths, and reporting on individual 

and group performance recognition thus reinforcing positive work.

 

b. Annual CQI Work Plan

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Within thirty (30) days of the beginning of each fiscal year, the Contractor shall 

submit via electronic mail to the ANG COTR for review and approval, an annual 

CQI Work Plan. The annual plan shall include: key indicators identified to be 

measured and evaluated during the fiscal year (including those continued from 

the previous fiscal year); the standards/goal/benchmark for each item; data 

collection frequency; reporting time frame; data sources/methodology; actions in 

place for meeting the standard/goal/benchmark; and special studies and/or 

initiatives being followed for the new fiscal year. The Annual CQI Work Plan 

shall address client satisfaction; PHSME retention; telephone access; program 

utilization; ANG member record reviews; PHSME and affiliate counselor capacity 

ratings; PHSME and affiliate completion of data outcome fields; response to 

critical incidents; compliments and complaints; outcomes or other research 

studies; and other categories used to evaluate program quality and quality 

improvement needs.

c. CQI Reports 

Within fifteen (15) days after the end of the quarter (or at other intervals as 

determined by ANG), the Contractor shall submit CQI reports via electronic mail 

to the ANG COTR. Reports include:

(1) Status of key indicators against the standards or baselines, actions 

developed to improve performance, and results of those actions.

(2) Narrative and statistical reports for up to fifteen (15) states/territories 

to be identified by ANG.

(3) Training evaluations and ANG member satisfaction surveys and 

statistical analyses.

(4) Upon request by the ANG COTR, the Contractor shall submit a report 

to the ANG COTR that provides a breakdown of estimated costs to 

provide specific services, services in specific geographic areas, and/or 

services to specific states/territories.

(5) The Contractor shall provide a monthly report that details PHSME and 

affiliate counseling activity including number of sessions (per ANG 

member and family member) and number and hours of training per 

state/territory delivered by PHSMEs. In this report, the Contractor shall 

also list any other services provided during the quarter. This report will 

be incorporated with the monthly billing voucher.

d. Annual Work Plan Evaluation

Within thirty (30) days of the end of the fiscal year, the Contractor shall submit 

via electronic mail to the ANG COTR an annual Work Plan Evaluation CQI 

report. This report will include key indicators, standards, evaluation of annual 

performance against the standards, summary of actions taken to improve 

performance, and the results of those actions.

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e. Site Visit Quality Reviews

The Contractor shall cooperate fully with ANG site visits to PHSME and/or 

affiliate counselor offices. These reviews will normally be scheduled in advance 

at mutually agreeable times, and prior to the site visits ANG will provide the 

Contractor with the criteria to be used in the site visit process. ANG reserves the 

right to perform reviews without scheduling in advance. The Contractor shall 

respond in writing to the written ANG site visit report within fifteen (15) business 

days of the receipt of the report. The Contractor shall develop and implement 

actions plans with ANG concurrence to address quality improvement needs in a 

timely manner.

The results of these reviews will be discussed with the PHSME and the . The 

Contractor shall be expected to receive an acceptable rating on these reviews. 

 f. Third-Party Evaluator

When requested by ANG, the Contractor shall cooperate fully with an external 

third-party evaluator who shall be selected by ANG.

 g. Contractor Recommended CQI Methods

The Contractor shall describe as part of their proposal, specific methods for 

continuous quality improvements proposed to ensure consistent, quality 

performance in all spheres of operation, e.g., day and after hours service, 

affiliate counselor and PHSME performance, information system, report 

generation, ANG member/supervisor or Commander consultation, and general 

customer service.

- ANG PHSME OPTIONAL SERVICES 

 

ANG Optional Services provide the ANG and each state or territory the option to 

select, from among the services listed below, individual stand alone services 

needed to fill gaps in services to meet needs identified by the Government.

Offerors are requested to provide, as part of their proposal, a description of what 

services they offer to provide related to each of the following topics, what 

additional services they offer to provide as of the first day of service delivery 

under the contract, and what they commit to doing to ensure that the services 

provided over the life of the contract remain consistent with the Contractor’s 

commercial services offered to others, industry standards, legal decisions, and 

customer needs:

 1. Stand-alone Drug Free Workplace Services

Stand-alone Drug Free Workplace Services including Substance Abuse 

Professional Services are provided to meet the needs of the Air National Guard 

in a variety of circumstances such as when there is need for this service to be 

separate from the counseling services. The Contractor is required to perform 

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these stand-alone services consistent with the requirements established for 

delivery of Substance Abuse Professionals Services.

 

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

 2. Stand-alone Behavioral Health Education and Training Services 

Stand-alone Behavioral Health Education and Training Services, both on-site 

and through distance learning, including development and/or presentation using 

various techniques, media, and means of communication are provided to 

promote awareness and understanding of behavioral health principles that 

contribute to a healthy lifestyle as ways of preventing and ameliorating a variety 

of personal problems that negatively affect performance and conduct on the job. 

A variety of approaches are important because people learn in different ways 

and because the ANG has a widely dispersed workforce who needs to be treated 

in an equitable manner regardless of where they are located. 

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

3. Stand-alone Targeted Assessment, Screening and Referral Services 

 

Stand-alone Targeted Assessment, Screening and Referral Services are 

provided for selected discrete types of personal problems such as TBI, PTSD, 

alcohol or depression. These targeted services typically are elected when an 

ANG Commander perceives that significantly more members are affected by the 

selected problems than are addressing the problem through other existing 

services. A variety of methodologies may be employed in providing this service 

encompassing health awareness and promotional campaigns, easily accessible 

and confidential screening methodologies such as internet access links, 

professionally valid screening instruments, interpretation of results, consultation 

with participants, and effective referral to qualified sources of assistance when 

needed. 

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

 4. Stand-alone Preventive and Intervention Services 

Stand-alone Preventive and Intervention Services are provided based on results 

of a variety of assessments, e.g., surveys of health and productivity within a 

given ANG state/territory workforce. At ANG’s discretion, the vendor will conduct 

assessments including but not limited to surveys. This is a proactive approach to 

identifying specific productivity problems of prevalence sufficient to warrant 

prioritization of resources to address these problems. 

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

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 5. Stand-alone Behavioral Health Return to Work Services 

Stand-alone Behavioral Health Return to Work Services are provided to extend 

to all members who have been off work because of illness or injury, services 

based on the concepts of effective return to work counseling that are practiced 

within the psychological health services. These services utilize a behavioral 

health approach to promoting an effective transition back to civilian status and 

help reduce additional issues associated with return to work concerns.

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

 6. Other stand-alone PH Optional Services 

Other stand-alone PH Optional Services are an extension of PH services 

provided to fill gaps in services, and to provide a more complete solution to 

meeting the Air National Guard’s psychological health needs. These services 

may involve any service that requires special emphasis to meet ANG members, 

state’s or territory’s needs. 

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

7. Web Based Services and Tele-psych Health Capabilities

Internet-based counseling services recognize the increasing reliance on the 

internet as a source of information and communication. Website services 

complement the traditional mental health services by providing a "self serve" 

option that enables any ANG member to obtain accurate information and help on 

sensitive issues. In performance of this requirement, the Contractor may provide 

all necessary personnel, infrastructure, and technical support to implement and 

maintain a comprehensive, professionally accurate, and user friendly website 

and counseling services for ANG personnel. The Website must be compliant 

with Section 508 of the Rehabilitation Act of 1973, as Amended 29 U.S.C. 794 

(d).

 a. Contractor Services

Offerors must describe, as part of their proposal, the access and navigational 

procedures required of users, and the depth and breadth of web-based services 

and counseling offered for use as of the effective date of service delivery under 

the contract. Also as part of their proposal, the contractor must describe 

procedures and timeframes for updating and refreshing the website, and a time 

delineated plan for meeting all the ANG preferences for web-based services as 

described in “b.” below. Additionally, as part of this time delineated plan, the 

contractor may propose further enhancements, alternative features, or other 

means of fully and effectively serving employees and family members through 

the website. The Contractor shall also partner with ANG to ensure the website 

content and tele-psych health counseling is appropriate for the ANG.

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Any material contained on this website is understood to have been developed at 

private expense by the Contractor and its subcontractors and constitutes limited 

rights/data/restricted computer software consistent with the provisions of FAR 

52.227-14. Access to this website, tele-psych health counseling and its links 

may be authorized under this contract. Use of this website services conveys no 

additional rights beyond those noted in the contract.

The Government reserves the right to require that the Contractor remove 

materials from the website. 

 b. ANG Preferences 

(1) On-Line Library

The Contractor shall have a comprehensive on-line library that enables 

employees to view and print professionally accurate informational, 

educational, and health and wellness promotional resources on a variety of 

psychological health/mental health related topics. The Contractor shall 

maintain an up-to-date library of current information through regularly 

scheduled content refreshment.

(2) Self-Assessment Tools

 The Contractor shall have self-assessment tools for each category of 

personal problems for which self-assessment is useful, e.g., Traumatic brain 

injury (TBI), post traumatic stress disorder (PTSD) alcohol and other drugs, 

depression, anxiety, self-esteem, relationship satisfaction, Type A 

personality, etc. These instruments or links shall ask questions, summarize 

responses, and provide recommendations for addressing problems.

(3) Self Guided Skill Enhancement Tools

The Contractor shall have a robust set of skill enhancement tools to help 

employees manage certain conditions or situations, e.g., stress 

management, resiliency, dealing with difficult people, coping mechanisms 

etc. These tools must be updated and refreshed on a regularly scheduled 

basis.

(4) Counseling

The Contractor may be required to provide live counseling sessions on an as 

needed basis and at times pre-approved by the ANG COTR. The Contractor 

shall advertise any such capability to ANG members through the website 

and/or electronic mail. The rules for tele-psych health counseling use shall 

be guided by the ANG COTR.

(5) Support Groups 

The Contractor may be required to provide live counselor facilitated support 

groups on a variety of mental health topics as participation warrants and at 

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times pre-approved by the ANG COTR, e.g., recovering from TBI, PTSD, 

alcohol, gambling, drugs, etc. The Contractor shall advertise the availability 

of any such support groups to ANG members through the website and by 

electronic mail.

 

(6) Supervisor/Commander Links

The Contractor shall provide separate supervisor/commander links that are 

designed to provide training on supervisory related issues. These sites shall 

include online interactive training and will allow managers and commanders 

to learn at their own pace and participate on demand. Managers and 

leadership shall also be able to schedule consultation appointments with 

psychological health professionals.

(8) Question and Answer Service (Tele-psych health)

The Contractor shall include on the Website a readily apparent and easily 

understood means for ANG members and family members to ask questions 

via the Website for responding to ANG member behavioral health questions 

related to a wide variety of mental health topics. Counselors shall provide 

answers to ANG member questions within one (1) business day unless the 

message is of an emergent nature. Questions that are emergent in nature 

shall be responded to immediately. 

(9) Resource Links To Other Websites

ANG shall provide a link to the Contractor provided psychological health 

website, and the Contractor shall include links to the ANG and respective 

DoD resource websites and to other relevant mental health and personal 

development resources. Whenever feasible the links to other Government 

related websites may be included.

The Contractor must describe, as part of their proposal, what due diligence 

processes will be conducted to ensure the trustworthiness and 

appropriateness of other websites linked from the Contractor’s website. This 

description must include processes prior to establishing links to other 

websites and ongoing processes throughout the time links are active.

 

(10) Website Branding and Page Customization

 The Contractor shall provide for flexibility in website branding including:

 

(a) The Contractor shall brand the website for ANG to allow for seamless 

integration of the Contractor's system with ANG/DoD. ANG would 

provide the branding information including web templates and all 

associated graphics, 

(b) The Contractor shall customize selected website pages to meet 

ANG member’s needs.

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(11) Website Access

The Contractor shall provide easy entrance to the website through an 

authorizing code that will be provided to ANG members. Members must view 

the entrance and navigational process as user-friendly and not as 

a deterrent to use of the website. User-friendly features include ability to 

select an option from the first website page that allows them to proceed and 

have full access to the website without registering or providing additional 

information. If the user elects to register, e.g., to enable the Contractor to 

alert them to new information on topics of special interest to the user, then 

the user will be alerted to the availability of the new information when the 

user next accesses the first page of the website. 

(12) Website Privacy

The Contractor shall maintain the privacy and confidentiality of website users 

including adherence to the following privacy guidelines:

(a) The Contractor shall not make the list of site members or users 

available to any third parties without the written permission of NGB/SG.

(b) For tele-psych health counseling services, all rights, privileges, 

applicable laws and regulations required for face to face counseling apply 

to tele-psych health counseling.

(c) For services offered via the website that "push" content, e.g., bulletins 

or mass electronic mailings, members shall have the option of opting out 

of the service.

(d) ANG owns all customer organization and employee membership 

information and all site logs. When requested by the Project Officer, the 

Contractor shall provide the ANG COTR with membership information 

and site logs.

(e) The Contractor must treat any Government-provided ANG/DoD or 

ANG member information as proprietary. Such information may only be 

used for the purposes of supporting this contract. Under no 

circumstances should this information be shared with any third parties 

without the written permission of the NGB/SG. 

 

(13) Website Advertisements

Neither sites branded for ANG/DoD, nor program content elected as an 

option under this contract may contain advertisements from the Contractor 

or company. All advertisements and links to other websites that contain 

advertisements must have the prior approval of NGB/SG.

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(14) Reports

The Contractor shall submit website and tele-psych health counseling 

utilization reports with the contents mutually agreed upon by the Contractor 

and ANG COTR. Quarterly and annual reports to be submitted via electronic 

mail to the ANG COTR, within fifteen (15) business days of the end of the 

reporting period.

The Government will issue delivery orders if and when these services are 

needed during the life of the contract.

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Attachment 1

Site Locations: ANG Wing Psychological Healthcare SME Distribution

There are 54 states and territories with a total of 89 projected units that will require a 

contract employee at the time of award. The distribution of contractor employees will be 

coordinated by the ANG COTR with the contractor after award. All states and territories 

will eventually be provided with a PHSME under this contract. The goal is to fill those 

units with the high stress missions first and then prioritize them in order by the number 

of suicide occurrence at each Wing. The number of states requiring a contractor 

employee may increase or decrease during the life of the contract, depending on 

mission within the states. 

ANG Wing Psychological Health Program Manager Distribution: 

1. Missions with high stress:

a. UAS (RPA): 

• 174 Syracuse NY

• 147 Ellington TX

• 163 March ARB, CA

• 119 Fargo, North Dakota

• 162 Tucson, AZ

2. Bases with >2 suicides 2005-2009: 

• 159 New Orleans, LA

• 175 Baltimore, MD

• 151 Salt Lake City, UT

• 124 Boise, Idaho

• 138 Tulsa, OK

• 148 Duluth, MN

• 153 Cheyenne, WY

• 176 Kulis, AK

• 185 Sioux City, IA

• 139 St. Joe, Ms

• 173 Klamath Falls, OR

• 167 Martinsbury, WV

• 187 Montgomery, AL

• 152 Reno, Nevada

3. Bases with >300 deployers in 2009: 

• 130 Charleston, SC

• 138 Tulsa, OK

• 148 Duluth, MN

• 193 Middletown, PA

4. Bases with Air Evac Mission:

• 146 AES Channel Island, CA

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• 187 AES Cheyenne WY

• 109 AES Minneapolis, MN

• 139 AES Scotia, NY

• 142 AES New Castle, DE

• 167 AES Martinsburg, WV

• 156 AES Charlotte, NC

• 118 AES Nashville, TN

• 183 AES Jackson, MS

• 137 AES Oklahoma, OK

*All other ANG bases will have a Wing Psychological Health Program Manager 

position filled after the above positions are established. 

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Attachment 2: Training

 

 ANG 101 Orientation Training – Sponsored by NGB

DOD Automated Neuropsychological Assessment Metric (ANAM) program

USAF Suicide Prevention Program

USAF Suicide event reporting of the Department of Defense Suicide Event Report 

(DoDSER)

USAF Resiliency Program (when fielded)

DoD and AF Policy for Alcohol and Drug Abuse and Sexual Abuse prevention programs

Yellow Ribbon referral

Military One sources referral

Veterans Administration referral

USAF Front Line Supervisor course

USAF Family Assistance Programs

State Director Psychology Health and Transition Assistance Advisor programs

Other psychological health and medical DoD, NGB and AFI references/programs

Wingman Program

Telemental Health Initiatives 

Defense Transition Centers and ANG medical referrals

DoD and AFI initiatives for post traumatic stress (PTS) and traumatic brain injury (TBI)

Community Action Information Board (CAIB) management

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PROGRAM MANAGER PWS

ANG PSYCHOLOGICAL HEALTH PROGRAM 

STATEMENT OF WORK (SOW)

SECTION I:

A. TITLE – ANG Psychological Health Program Manager for Wing Psychological Healthcare Subject 

Matter Experts (PHSME)

B. INTRODUCTION – Psychological Health Services capability has been non-existent at Air National 

Guard Wings for a number of years. With new psychological health initiatives being implemented 

throughout DoD and the Armed Services, these support services will now be offered to 107,000 Air 

National Guard members and their families throughout the U.S., including the Pacific Islands, Puerto Rico 

and the Virgin Islands. These services are tailored and delivered according to the psychological health 

needs of each individual through various combinations of mental health resource identification, 

communication of applicable benefits and other counseling services within DoD, state and military system 

framework, as well as through Military OneSource (MOS). The services of a psychological health 

manager, with previous military experience and background, are essential in order to assist the ANG 

Director of Psychological Health accomplish the ANG’s mission of providing psychological health support 

to all Air National Guard members and their families.

 

C. SCOPE/OBJECTIVE – Primary connectivity to all 89 ANG Wing PHSMEs and Project Officers to provide 

guidance and oversight on all DoD, AF, ANG and State psychological health programs and training. To provide 

technical and administrative support to the various USAF and ANG psychological, behavioral and public health 

programs. To coordinate and provide assistance to the ANG Wing PHSMEs and their units with regards to the 

psychological health program policies and directives, program implementation tracking and reporting, and act as 

the liaison between the field, the State Directors of Psychological Health, and the Air National Guard Medical 

Services Directorate. 

SECTION II:

A. TECHNICAL REQUIREMENTS – The following are the minimum qualifications necessary for 

performance of the work (i.e., experience, education).

-- Intensive knowledge of the DoD, AF, NGB, ANG, Federal and State Behavioral Health Programs, operating 

policies, practices, procedures, and regulations to provide information about the program’s services, 

requirements, and procedures, and participate in the development of action plans for the ANG Preventive 

Medicine and Psychological Health programs.

-- Knowledge of all psychological health resource and referral sources to assist ANG Units and State Directors of 

Psychological Health on DoD, AF, ANG, and National Behavioral Health Resources.

-- Knowledge and understanding of a wide range of staff concepts, policies, management/organizational 

techniques, and military command and ANG military organizational process.

-- Knowledge of the nature and capability of word processing software procedures and function keys to perform a 

substantial range of functions, such as generating tables of contents, importing graphs or databases, creating 

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glossaries, aligning multiple columns, automatically printing document identification or other notations at the top 

or bottom of each page, and creating form letters and automatically merge these with mailing lists.

-- Knowledge of Microsoft Office suite of products, i.e. MS Outlook, Access, Excel and Word

-- Knowledge of spelling, arrangement, grammar, and required formats for the purpose of identifying and 

correcting grammatical errors in material to be typed. 

- Knowledge of implementing, developing, and managing psychological health programs and personnel in a 

federal or state system.

-- Skill in performing and completing a variety of concurrent assignments.

-- Skill in developing an education and training curriculum with learning objectives and outcome reports.

-- Skill in verbal and written communications.

--Knowledgeable of HIPPA and Privacy Act legislation.

B. SPECIFIC TASKS/DELIVERABLES - The following tasks shall be performed independent of 

Government supervision, direction, or control:

Task 1: 40% Critical

Provides administrative management of the ANG psychological health programs. Member will 

coordinate with the ANG Director of Psychological Health and Chief, Public Health and Prevention Branch 

for the overall management of ANG psychological health programs. Interprets, translates and provides 

recommendations on written or expressed DoD, AF, NGB or ANG psychological health and preventive 

medicine policy to assist units and the NGB/SG office in resolving NGB and ANG unit psychological health 

policy, directives, and concerns. Acts on behalf of the NGB/SG for all issues related to the management 

and administration of psychological health programs within the ANG. Must meet all credentialing 

requirements in accordance with NDAA 708, DoD Policy for mental health screening and must perform 

mental health screening in accordance with DoD and USAF policy for personnel returning from 

deployments. Will act as the ANG Technical Advisor in all matters pertaining to the hiring process and 

training of all 89 Wing DPHs. Through the ANG COR, member will act as the liaison between the 

contractor, Wing project officers for all inquiries pertaining to DoD, AF, NGB, ANG, and Wing 

psychological health programs. Answers inquiries and provides information and referral networks for ANG 

units, MAJCOMS, HQ USAF, AFMOA, State and Territorial Directors of Psychological Health and other 

DoD components concerning psychological health administration, policy, and current projects being 

evaluated through NGB/SG as it relates to the ANG.

Task 2: 25% Critical

Administers, tracks, and analyzes data associated with ANG psychological health and deployment 

programs. Member will collect, analyze and report ANG psychological health data to appropriate State 

JTF, NGB leaders, AF, and DoD, as necessary. Data will include but not be limited to Automated 

Neuropsychological Assessment Metrics (ANAM), ANG DODSER regarding suicide statistics, Community 

Action Information Board (CAIB), Suicide Mitigation programs and training statistics, Substance Abuse 

Prevention and Surveillance programs, Domestic Violence Prevention programs, Post Deployment Health 

Assessment and Post Deployment Health Reassessment statistics and data related to preventive 

medicine and psychological health programs. Reviews data, reports data and provides State, NGB, AF, 

and DoD working groups and leaders with information pertaining to the ANG psychological health 

programs. Establishes processes of continuous submission and analysis of data for the purpose of 

reporting the number of cases, events, status and potential trends affecting the mental health readiness of 

the ANG workforce for operational readiness. Will disseminate best practices, lessons learned, and 

funding status for the Wing Psychological Healthcare program, as requested, to the Director, Air National 

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Guard, the NGB/SG, the ANG MDG/CCs, DoD, and AF as required by DoD, AF, State, and ANG policy 

and directives.

Task 3: 25% Critical

Coordinates with the Director of Psychological Health in the development and implementation of 

behavioral health outreach and prevention, resources, referrals, training, and treatment programs for 

ANG members their family, and units seeking assistance with behavioral health referrals and programs. 

Actively participates in the development of action plans for ANG psychological health and public health 

programs. Markets a wide range of prevention and psychological health programs to first sergeants, 

commanders, and other base officials. Works with State, Territorial, and WG Directors of Psychological Health, 

WG chaplains, medical personnel, and Family Support Agencies to develop and implement DoD, NGB, and AF 

psychological health programs at ANG facilities. Plans activities to assist with psychological health issues 

related to deployments for ANG deploying personnel and their families. Assists in establishing and marketing 

resources and referral services and strategies for using DoD, AF, VA, DCoE, and private behavioral health 

services at the ANG unit level. Briefs NGB Leadership/Directorates, DoD, AF, and civilian community agencies 

on ANG behavioral health programs. Furthermore, keeps abreast of ANG’s roles, responsibilities and 

compliance with DoD and AF directives and policies. Assists ANG with building partnerships with state and local 

governments, Veterans Service Organizations (VSOs), Federal, State and local Mental Health agencies, nonprofit organizations, and other public and private entities.

Task 4: 5% Critical

Provides behavioral health training and referral programs for ANG leadership, ANG units, Psychological 

Healthcare SMEs, ANG members and their families designed to reduce psychological health risks including 

self-harm, maltreatment of significant others, workplace violence substance misuse and other factors that may 

affect the psychosocial health of the ANG community. Typical program development topics include: suicide 

awareness, domestic violence, substance abuse, parenting skills, stress management and other behavioral 

change management. Gathers training resources and information, develops training plans, markets training, 

assists in arranging speakers and training facilities and conducts training sessions with prospective facilitators. 

Member shall also be responsible for preparing and conducting week-long ANG orientation training for all newly 

hired Wing PHSMEs. In addition, member shall also participate with the NGB/SG Staff in preparing course 

outlines and briefings for any scheduled training forums, unit visits or other speaking engagements.

Task 5: 5% Critical

Prepares agenda for meetings, compiles statistical data, and prepares a variety of recurring reports. 

Develops the team meeting agendas. Tracks suicide prevention, maltreatment and other behavioral health 

program data, prepares reports, and participates in writing narrative interpretations of analyses. Coordinates 

with personnel at major command and/or AFMOA to meet various reporting requirements. Establishes and 

maintains meeting notes and follows up with meeting recommendations.

SECTION III:

A. SECURITY – Due to the nature of this position and matters dealing with patient confidentiality as well 

as accessing the NGB network and emails, a minimum of a Secret security clearance is required for this 

position. The effort is unclassified. The contractor placed in this position must meet all these 

requirements including a background check from a DoD agency or National Agency Check (NAC). In 

addition, contractor must be able to obtain a Common Access Card (CAC) to access the NGB Network 

and email server.

B. PLACE AND PERIOD OF PERFORMANCE, WORK DAYS, AND TRAVEL 

 

a. Place of Performance. Except otherwise specified in this SOW, all work will be performed at 

NGB/SG Directorate, 3500 Fetchet Ave, Joint Base Andrews, MD 20762 or current NGB/SG 

Directorate office location. 

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b. Period of Performance. The period of performance shall be from the effective date of the 

delivery order through the following 12 months with an option of 1 year. 

c. Estimated Work Days. Estimate the number of working days for contractor: 5 days (full 

time)/week with on-call availability for emergencies.

 

d. Estimated Travel. Trips are contemplated as follows: 1 trip annually to the Readiness 

Frontiers/HITECH training conference by the ANG Psychological Health Program Manager with 

the Director of Psychological Health sponsored by NGB/SG. 5 -10 local meetings and 

conferences within the national capital region (NCR) pertaining to DoD, NGB, and AF 

Psychological Health, and other DoD related meetings. 1-5 unit visits as mission allows and 

directed by the NGB/SG Psychological Health Project Officer. Estimated total cost of travel: 

$25K

 

C. PROJECT MATERIALS & GOVERNMENT FURNISHED EQUIPMENT (GFE) - For tasks where the 

work is performed at this Government installation, the government shall provide the following materials to 

include but not limited to:

a. Office space – Desk and chair where the contractor will perform day to day functions under this 

statement of work.

b. PC/Desktop computer – will be provided to the contractor for official use only (FOUO) in the 

performance of the functions stated in this SOW. Contractor will be required to sign out 

government property for use and will be required to return all GFE’s upon termination of 

employment or contract obligation.

c. Office environment – shall be adequately lighted and climate controlled to facilitate a 

ergonomically safe environment for work

 d. Office Supplies – postage, bond paper, writing instruments, etc. will be provided by 

 the government

D. QUALIFICATIONS OF KEY PERSONNEL – (SEE ATTACHED POSITION DESCRIPTION)

E: CQI PLANS/REPORTS: Based on Tasks 1 – 5, these minimum standards must be adhered to

a. Thoroughly knowledgeable with the policies, practices, procedures and regulations of ANG, AF, 

NGB and other DoD Psychological Health Programs. 

b. Adequate management and oversight of all Wing DPHs.

c. Typically assesses and advises regarding inquiries from ANG units, AF, NGB, DoD and other 

sources regarding policies, practices, procedures and regulations.

d. Provides contacts with effective basic consultation services and thorough and accurate 

information.

e. Fluency regarding ANG, AF, NGB and DoD policies, practices, procedures and regulations related to 

psychological health.

f. Collect and enter information regarding psychological health programs.

g. Perform elementary statistical analysis on collected data.

h. Typically researches and collects appropriate training resources and information from a variety of 

venues in preparing for training programs.

i. Effectively markets training programs to accomplish the purposes for which they were designed

j. Typically will follow-up with speakers and facilities regarding the effectiveness of completed 

behavioral health training programs.

k. Regularly develops accurate agenda for meetings.

l. With few exceptions, actively participates in writing narrative interpretations of analyses.

m. Overall demeanor, behavior and professionalism is displayed at all times.

n. Generally establishes and maintains meeting notes in an effective manner.

F. REPORTING REQUIREMENTS 

a. All specific reports pertaining to this contract as required by the COR. 

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b. A final report summarizing the work performed and the results and conclusions derived shall 

be submitted to the COR and to the prime contractor within thirty days after the end of the contract 

period of performance.

G. RESTRICTIONS & SPECIAL REQUIREMENTS – There are no known existing or potential conflicts of 

interest associated with this task. The contractor selected for this task must have completed or certified in 

HIPAA and Privacy Act regulations. 

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UNIT LOCATIONS

UNIT ADDRESS CITY, STATE HOURS HOST BASE

101 MDG 109 Pesch Cir Ste 423 Bangor ME 04401-3066 M-F 0730-1600 Hanscom

102 MDG 149 Granville Ave / Pkgs: 158 Reilly St Otis ANGB, MA 02542-1319 M-F 0600-1630 Hanscom

103 MDG 100 Nicholson Rd E Granby CT 06026-5000 T- F 0700-1630 Hanscom

104 MDG 175 Falcon Dr Barnes ANGB Westfield MA 01085-1482 M-F 0730-1700 Hanscom

105 MDG 1 Maguire Way Stewart ANGB Newburgh NY 12550-5042 M-F 0730-1600 McGuire

106 MDG Francis S Gabreski Airport, 150 Riverhead Rd W Hampton Beach NY 11978 M-F 0630-1730 McGuire

107 MDG 9905 Blewett Ave Niagara Falls NY 14304-6003 M-F 0700-1630 Wright-Patterson

108 MDG 3466 Neely Rd McGuire AFB NJ 08641-5406 M-F 0700-1700 McGuire

109 AES 641 Spitfire Ave St Paul MN 55111-4122 M-F 0615-1600 

109 MDG 1 Air National Guard Rd Scotia NY 12302-9752 M-F 0630-1600 McGuire

110 MDG 75 Phantom Ave Battle Creek MI 49015-5513 M-F 0630-1700 Wright-Patterson

111 MDG 1120 Fairchild St Willow Grove ARS PA 19090-5236 M-F 0700-1630 McGuire

113 MDG 3252 E Perimeter Rd AAFB MD 20762-5011 M-F 0700-1630 Andrews

114 MDG 1201 W Algonquin Sioux Falls SD 57104-0264 T-F 0645-1730 Offutt

115 MDG 3110 Mitchell St Madison WI 53704-2591 M-F 0630-1600 Scott

116 MDG 100 Page Rd., Ste 101, Bldg 207 Robins AFB, GA 31098-1600 M-F 0700-1730 Robins

117 MDG 5401 East Lake Blvd Birmingham AL 35217-3545 T-F 0700-1730 Maxwell

118 AES 240 Knapp Blvd Nashville TN 37217-2556 M-F 0700-1530

118 MDG 240 Knapp Blvd Nashville TN 37217-2556 M-F 0700-1530 Columbus

119 MDG 1400 32th Ave N Fargo ND 58102-1051 M-F 0700-1630 Grand Forks

120 MDG 2800 Airport Ave B Great Falls MT 59404-5570 M-F 0700-1630 Malstrom

121 MDG 7370 Minuteman Way Columbus OH 43217-1161 M-F 0730-1600 Wright-Patterson

122 MDG 3005 Ferguson Rd Ft Wayne IAP IN 46809-0122 M-F 0700-1630 Wright-Patterson

123 MDG 1101 Grade Lane Louisville KY 40213-2660 T-F 0700-1700 Wright-Patterson

124 MDG 3787 Aeronca St, Bldg 668 Boise ID 83705-8006 M-F 0730-1630 Mounain Home

125 MDG 14300 Fang Dr, Bldg 3 Jacksonville FL 32218-7933 T-F 0630-1630 Moody

126 MDG 310 W Losey St Scott AFB, IL 62225-5250 M-F 0700-1630 Scott

127 MDG 43401 N Jefferson Ave, Bldg 825 Selfridge ANGB MI 48045-5266 M-F 0715-1700 Wright-Patterson

128 MDG 1723 E Grange Ave Milwaukee WI 53207-6134 T-F 0900-1530 Scott

129 MDG PO Box 103/MS 27 / Pkgs: 685 Vernon Ave Moffett Fed Airfield CA 94035-1528 M-F 0730-1600 Travis

130 MDG 1679 Coonskin Dr Charleston WV 25311-1023 T-F 0700-1630 Wright-Patterson

131 MDG 10800 Lambert Int'l Blvd, Stop 17 Bridgeton MO 63044-2371 M-F 0700-1600 Scott

132 MDG 3100 McKinley Ave Des Moines IA 50321-2799 T-F 0700-1730 Offutt

133 MDG 642 Hercules Ave St Paul MN 55111-4102 M-F 0615-1600 Scott

134 MDG 420 Post Ave McGhee Tyson ANGB TN 37777-6223 T-F 0700-1630 Shaw

136 MDG 1740 Eisenhower Ft Worth TX 76127-1138 T-F 0630-1715 Sheppard

137 AES 5550 Air Guard Dr Oklahoma City OK 73179-1011 M-TH 0630-1700

137 MDG 5600 Air Guard Dr Will Rogers ANGB OK 73179-1090 M-TH 0630-1700 Tinker

138 MDG 9121 E. Mustang St. Suite 101 Tulsa OK 74115-1014 M-TH 0700-1730 Tinker

139 AES 1 ANG Road, Scotia NY 12302-9752 M-F 0730-1600

139 MDG 705 Memorial Dr St Joseph MO 64503-9307 M-F 0730-1600 Whiteman

140 MDG 275 S Aspen St Aurora CO 80011-9547 T-F 0615-1700 Buckley

141 MDG 1401 W Wainwright Blvd Fairchild AFB WA 99011-9500 M-F 0630-1600 Fairchild

142 AES 2600 Spruance Dr Corporate Common New Castle DE 19720-1615 M-F 0700-1630

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142 MDG 6801 NE Cornfoot Rd Portland OR 97218-2743 M-F 0700-1530 Beale

143 MDG 1 Hercules Drive North Kingstown RI 02852-7502 T-F 0700-1730 Hanscom

144 MDG 5323 E McKinley Ave Fresno CA 93727-2199 M-F 0700-1630 Beale

145 MDG 4930 Minuteman Way Charlotte NC 28208-3866 M-F 0730-1600 Shaw

146 AES 106 Mulcahey Dr, Bldg 106 Port Hueneme CA 93041-4001 M-F 0800-1730

146 MDG 107 Mulcahey Dr, Bldg 107 Port Hueneme CA 93041-4013 T-F 0700-1730 Vandenberg

147 MDG 14657 Sneider St Houston TX 77034-5582 T-F 0630-1700 Lackland

148 MDG 4680 Viper St Duluth MN 55811-6033 M-F 0730-1600 Grand Forks

149 MDG 110 Hensley St. Suite 1 Lackland AFB TX 78236-0102 M-F 0630-1600 Lackland

150 MDG 2251 Air Guard Rd SE Kirtland AFB NM 87117-5875 M-F 0730-1600 Kirtland

151 MDG 765 N 2200 W, Bldg 303 Salt Lake City UT 84116-2999 M-T 0600-1430 Hill

152 MDG 1776 National Guard Way Reno NV 89502-4415 M-F 0730-1700 Beale

153 MDG 217 Dell Range Blvd Cheyenne WY 82009-4799 M-F 0700-1630 F.E. Warren

154 MDG 360 Harbor Dr Hickam AFB HI 96853-5517 M-F 0600-1530 Hickam

155 MDG 2411 W Butler Ave Lincoln NE 68524-1897 M-F 0730-1630 Offutt

156 AES 5225 Morrisfield Dr Charlotte NC 28208-5769 M-F 0730-1600

156 MDG 200 Jose A(Tony) Santana Ave Carolina PR 00979-1514 M-F 0730-1600 Macdill

157 MDG 302 New Market St Pease ANGB NH 03803-0157 M-F 0700-1630 Hanscom

158 MDG 10 Falcon St S Burlington VT 05403-5864 M-F 0730-1630 Hanscom

159 MDG NAS JRB 400 Russell Ave Box 27 New Orleans LA 70143-5077 M-F 0700-1800 Keelser

161 MDG 3200 E Old Tower Rd Phoenix AZ 85034-7263 M-F 0630-1600 Luke

162 MDG 1670 E Perimeter Way Tucson AZ 85706-6085 M-F 0615-1500 Davis-Mothan

163 MDG 1485 Graeber St Ste 9 March Field CA 92518-1717 M-F 0730-1615 Edwards

164 MDG 4607 Galaxy Dr / Pkgs: 4593 Swinnea Rd Memphis TN 38118-7101 M-F 0715-1545 Little Rock

165 MDG 1401 Robert B Miller Jr Dr Garden City GA 31408-9001 M-F 0700-1600 Charleston

166 MDG 2600 Spruance Dr Corporate Commons New Castle DE 19720-1615 M-F 0700-1630 Dover

167 AES 222 Sabre Jet Blvd Rm 107 Martinsburg WV 25405-7704 T-F 0700-1700

167 MDG 222 Sabre Jet Blvd Martinsburg WV 25405-7704 T-F 0730-1630 Andrews

168 MDG 2680 Flightline Ave / Pkgs: 2126 Central Ave EAFB AK 99702-1730 M-F 0700-1530 Eielson

169 MDG 1325 S Carolina Rd Ste 11 Eastover SC 29044-5011 M-F 0730-1700 Shaw

171 MDG 300 Tanker Rd Coraopolis PA 15108-4225 M-F 0700-1600 Wright-Patterson

172 MDG 141 Military Dr # 13 Jackson MS 39232-8876 T-F 0700-1630 Keelser

173 MDG 211 Arnold Ave, Ste 15 Klamath Falls, OR 97603-2111 M-F 0700-1600 Beale

174 MDG 6001 E Molloy Rd Syracuse NY 13211-2100 M-F 0700-1630 Langley

175 MDG 2701 Eastern Blvd Baltimore MD 21220-2899 T-F 0630-1700 Andrews

176 MDG 5005 Raspberry Rd Bldg 24 Anchorage AK 99502-1982 M-F 0700-1630 Elmendorf

177 MDG 400 Langley Rd Egg Harbor Twp NJ 08232-9500 M-F 0630-1700 McGuire

178 MDG 5215 Fontaine Ln, Springfield-Beckley MAP Springfield OH 45502-8789 M-F 0645-1630 Wright-Patterson

179 MDG 1947 Harrington Memorial Rd Mansfield OH 44903-8049 T-F 0630-1700 Wright-Patterson

180 MDG 2660 S Eber Rd Swanton OH 43558-9645 M-F 0645-1730 Wright-Patterson

181 MDG 888 E Vanatti Cir Terre Haute IN 47803-5020 M-F 0700-1630 Wright-Patterson

182 MDG 2416 South Falcon Blvd Peoria IL 61607-5004 M-F 0630-1600 Scott

183 AES 141 Military Dr, Box 5 Jackson MS 39232-8870 M-F 00700-1630

183 MDG 3101 J David Jones Pkwy Springfield IL 62707-8571 M-F 0730-1700 Scott

184 MDG 53030 Jayhawk Dr. McConnell AFB KS 67221-9009 M-F 0715-1615 McConnell

185 MDG 2920 Headquarters Ave Sioux City IA 51111-1300 T-F 0600-1630 Offutt

186 MDG 6225 M St Bldg 710 Meridian MS 39307-7112 M-F 0730-1600 Keelser

187 AES 217 Dell Range Blvd Cheyenne WY 82009-4799 M-F 0730-1630

187 MDG 5187 Selma Hwy Montgomery AL 36108-4824 T-F 0700-1730 Maxwell

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188 MDG 4850 Leigh Ave Ft Smith AR 72903-6018 M-F 0700-1630 Little Rock

189 MDG 101 CMS Williams Dr. Little Rock AFB AR 72099-4802 M-F 0700-1645 Little Rock

190 MDG 5920 SE Coyote Dr Topeka KS 66619-1429 M-F 0700-1600 McConnell

192 MDG 77 Neally Ave Bldg 74 Rm 336 Langley AFB VA 23665-2080 T-F 0645 -1730 Langley

193 MDG 81 Constellation Ct Middletown PA 17057-5086 M-F 0700-1630 Andrews

194 MDG 109 Engineer Drive Camp Murray WA 98430-1003 M-T 0600-1600 Fairchild

ADDITIONAL INFORMATION

1. GOVERNMENT CONTRACTING PERSONNEL: 

a. The Contracting point(s) of contact for this contract will be the following:

Contracting Officer:

Office: 703-607-1226

Contract Specialist:

Office: 703-604-4186

Address:

National Guard Bureau (NGB-ZC-AQ)

1411 Jefferson Davis Highway, Suite 8100

Arlington, VA 22202-3231

Fax: 703-607-1667

b. All contracting actions and/or correspondence should be forwarded through the COR appointed in the 

contract schedule.

2. CONTRACTING OFFICER’S REPRESENTATIVE (COR):

a. The Contracting Officer has appointed the following individuals as the primary and alternate COR for 

this contract:

PRIMARY CONTRACTING OFFICER’S REPRESENTATIVE

Name: 

Command: National Guard Bureau (NGB)

Agency: NGB/SG (Air Surgeon Directorate)

Street Address: NGB/SG, Joint Base Andrews

City, State and Zipcode: Andrews AFB, MD 20762

E-Mail

Phone: DSN 278-8552; Commercial (301) 836-8552 

ALTERNATE CONTRACTING OFFICER’S REPRESENTATIVE

Name: 

Command: National Guard Bureau (NGB)

Agency: NGB/SG (Air Surgeon Directorate)

Street Address: NGB/SG, Joint Base Andrews

City, State and Zipcode: Andrews AFB, MD 20762

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E-Mail: 

Phone: DSN278-8557; Commercial (301) 836-8557 

ADMINISTRATIVE POINT OF CONTACT 

Name: 

Command: National Guard Bureau (NGB)

Agency: NGB/SG (Air Surgeon Directorate)

Street Address: NGB/SG, Joint Base Andrews

City, State and Zipcode: Andrews AFB, MD 20762

E-Mail: 

Phone: DSN 278-8535; Commercial (301) 836-8535 

b. The COR will act as the Contracting Officer’s representative for technical matters, providing technical 

direction and discussion as necessary with respect to the specification or statement of work, and 

monitoring the progress and quality of the contractor’s performance. The COR is NOT an 

Administrative Contracting Officer (ACO) and does not have authority to take any action, either 

directly or indirectly, that would change the pricing, quantity, quality, place of performance, delivery 

schedule, or any other term and condition of the contract, or to direct the accomplishment of effort that 

goes beyond the scope the statement of work in the contract.

c. When, in the opinion of the contractor, the COR requests efforts outside the existing scope of the 

contract, the contractor shall promptly notify the contracting officer in writing. The contractor under 

such direction shall take no action until the contracting officer has resolved the issue or has otherwise 

issued a modification to the contract.

d. In the absence of the Primary COR named above (due to reasons such as leave, illness, and official 

travel), all responsibilities and functions assigned to the Primary COR shall be the responsibility of the 

Alternate COR (if appointed) acting on behalf of the Primary COR.

3. ACCOUNTING FOR CONTRACT SERVICES:

The Secretary of the Army has implemented Accounting for Contract Services. This initiative has been put in place 

to obtain better visibility of the contractor service workforce. The Assistant Secretary of the Army (Manpower and 

Reserve Affairs) and the Assistant Secretary of the Army (Acquisition, Logistics and Technology) have implemented 

guidance to comply with this DoD Business Initiative Council (BIC) sponsored initiative. These contract reporting 

requirements are mandatory. By acceptance of this contract and performance under this contract, the contractor 

agrees to comply with these reporting requirements.

The Office of the Assistant Secretary of the Army (Manpower & Reserve Affairs) operates and maintains a secure 

Army data collection site [Contractor Manpower Reporting (CMR) System] where the contractor will report ALL 

contractor manpower (including sub-contractor 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://contractormanpower.army.pentagon 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, e-mail 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 sub-contractor if different); (9) Estimated data collection cost; (10) Organizational title associated with the 

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Unit Identification Code (UIC) for the Army Requiring Activity (National Guard Bureau UIC is W00QFF); (11) 

Locations where contractor and sub-contractors 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 sub-contractor 

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.

4. GENERAL INVOICE PREPARATION & SUBMITTAL INSTRUCTIONS:

a. An invoice is a written and/or electronic request for payment under the contract for supplies delivered 

or for services rendered. In order to be proper, an invoice must include, as applicable, the following:

i. Name and address of the contractor

ii. Invoice Date

iii. Contract Number, or other authorization for supplies delivered or services performed 

(including order number and contract line item number)

iv. Name and address of contractor official to who payment is to be sent (must be the same as that 

in the contract or on a proper notice of assignment)

v. Name (where practical), title, phone number and mailing address of person to notified in the 

event of a defective invoice.

vi. Any other information or documentation required by other requirements of the contract (such 

as evidence of shipment)

b. Invoices should match terms and CLIN structure of the contract for ease of payment by Defense 

Finance and Accounting Service (DFAS).

c. Invoices shall be processed for approval and payment within 5 working days of the completion of 

work.

d. Receipt of payments by a representative of the contractor’s designated bank shall constitute a full 

accord and satisfaction of the Government’s obligation under the contract to the extent of the amount of 

the payment made.

e. This contract requires invoice submittal in accordance with Wide Area Workflow (WAWF). Submit 

one electronic original of all invoices to DFAS. IMPORTANT: DFAS must receive electronic 

submittal from the contractor in compliance with DFARS 252.232-7003. The COR(s) will certify all 

invoices for payment. For payment inquiries after submittal, please contact the DFAS Customer 

Service Desk or visit the Vendor Pay Inquiry System at the following web address: 

http://www.dfas mil/money/vendor/ 

5. WIDE AREA WORKFLOW INVOICE INSTRUCTIONS:

Contractor shall submit payment request using the following method(s) as mutually agreed to by 

the Contractor, the Contracting Officer, the contract administration office, and the payment 

office.

 Wide Area Workflow (WAWF) (see instructions below) 

 Web Invoicing System (WInS)(https://ecweb.dfas.mil) 

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 American National Standards Institute (ANSI) X.12 electronic data interchange (EDI) 

formats (http://www.X12.org and http://www.dfas.mil/ecedi) 

 Other (please specify)____________________________________ 

DFAS POC and Phone: DFAS LIMESTONE, 1-800-756-4571, Option 2, option 3 

WAWF is the preferred method to electronically process vendor request for payment. This 

application allows DOD vendors to submit and track Invoices and Receipt/Acceptance 

documents electronically. Contractors electing to use WAWF shall (i) register to use WAWF at 

https://wawf.eb.mil and (ii) ensure an electronic business point of contact (POC) is designated 

in the Central Contractor Registration site at http://www.ccr.gov within ten (10) calendar days 

after award of this contract/order. 

Questions concerning payments should be directed to the Defense Finance and Accounting 

Service (DFAS) Limestone (F67100) at 1-800-756-4571, Option 2, option 3 or faxed to 1-866-

392-7091. Please have your purchase order/contract number ready when calling about 

payments. 

You can easily access payment and receipt information using the DFAS web site at 

http://www.dfas.mil/contractorpay.html . Your purchase order/contract number or invoice 

number will be required to inquire about the status of your payment. 

The following codes and information will be required to assure successful flow of WAWF 

documents. 

TYPE OF DOCUMENT [Check the appropriate block] 

Commercial Item Financing

Construction Invoice (Contractor Only) 

Invoice (Contractor Only) 

Invoice and Receiving Report (COMBO)

Invoice as 2-in-1 (Services Only)

Performance Based Payment (Government Only)

Progress Payment (Government Only)

Cost Voucher (Government Only)

Receiving Report (Government Only)

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Receiving Report With Unique Identification (UID) Data (Government Only)

 UID is a new globally unique “part identifier” containing data elements used to 

track DoD parts through their life cycle. 

Summary Cost Voucher (Government Only)

CAGE CODE: 43ZW9 DUN NUMBER: 796605512 TAX ID: 42-1731050 

 IISSUE BY DODAAC: W9133L

ADMIN BY DODAAC: W9133L

INSPECT BY DODAAC: F9WFSG

ACCEPT BY DODAAC: F9WFSG

SHIP TO DODAAC: F9WFSG

LOCAL PROCESSING OFFICE DODDAC: N/A

PAYMENT OFFICE FISCAL STATION CODE: F67100

EMAIL POINTS OF CONTACT LISTING: (Use Group e-mail accounts if applicable) 

INSPECTOR:

ACCEPTOR:

RECEIVING OFFICE POC: 

CONTRACT ADMINISTRATOR: 

CONTRACTING OFFICER: 

ADDITIONAL CONTACT: 

"Please pay particular attention to the correct DODAAC Codes outlined in the payment 

instructions included in the contract. This will facilitate faster payment of invoices. Please feel 

free to contact us if the instructions are unclear."

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(b) (6) (b) (6) (b) (6) (b) (6) (b) (6) (b) (6)
W9133L-10-D-0003

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ANG REGIONS

ANG Psychological Healthcare Regions

Region 4

109 AES/133 MDG St Paul, MN 

115 MDG Madison, WI 

122 MDG Ft Wayne IAP, IN

126 MDG Scott AFB, IL 

128 MDG Milwaukee, WI

131 MDG Bridgeton, MO 

132 MDG Des Moines, IA 

139 MDG St Joseph, MO 

148 MDG Duluth, MN 

181 MDG Terre Haute, IN

182 MDG Peoria, IL

183 MDG Springfield, IL 

184 MDG McConnell AFB, KS 

185 MDG Sioux City, IA 

190 MDG Topeka, KS 

Region 5

129 MDG Moffett Airfield, CA

136 MDG Ft Worth, TX 

137 AES/137 MDG Will Rogers ANGB, OK

138 MDG Tulsa, OK 

144 MDG Fresno, CA 

146 AES/146 MDG Port Hueneme, CA 

147 MDG Houston, TX 

149 MDG Lackland AFB, TX 

150 MDG Kirtland AFB, NM

154 MDG Hickam AFB, HI

161 MDG Phoenix, AZ 

162 MDG Tucson, AZ 

FOIA Requested Record #J-11-0004 

Released by National Guard Bureau 

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NGB FOIA Reading Room Record 

Posted February 14, 2011
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163 MDG March Field, CA

188 MDG Ft Smith, AR

189 MDG Little Rock AFB, AR

Region 6

114 MDG Sioux Falls, SD 

119 MDG Fargo, ND 

120 MDG Great Falls, MT

124 MDG Boise, ID

140 MDG Aurora, CO 

141 MDG Fairchild AFB, WA 

142 MDG Portland, OR 

151 MDG Salt Lake City, UT

152 MDG Reno, NV 

153 MDG/187 AES Cheyenne, WY 

155 MDG Lincoln, NE 

168 MDG Elmendorf AFB, AK 

173 MDG Klamath Falls, OR

176 MDG Anchorage, AK

194 MDG Camp Murray, WA 

FOIA Requested Record #J-11-0004 

Released by National Guard Bureau 

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NGB FOIA Reading Room Record 

Posted February 14, 2011