Caregiver Support Program Financial and Legal Services (CSP-FLS)

The contract award for the Caregiver Support Program Financial and Legal Services (CSP-FLS) is valued at $15,099,629.48 and is administered by the Department of Veterans Affairs Strategic Acquisition Center in Frederick, Maryland, with performance occurring primarily in Fredericksburg, Virginia. The solicitation, numbered 36C10X26R0001, issued under NAICS code 541110 for Office of Lawyers, seeks commercial services to provide legal and financial support to veteran caregivers through a hybrid fixed-price and time-and-materials structure. Offerors must deliver services including drafting simple wills, powers of attorney, advanced directives, identity theft restoration, financial coaching, budgeting, debt management, and retirement planning—all limited to three 30-minute sessions per service, with additional services at the veteran’s expense. The contract includes a 12-month base period beginning March 30, 2026, and four optional 12-month periods, with performance conducted remotely via webinars and direct contact, requiring strict compliance with VA information security rules and HIPAA through a National Business Associate Agreement. Proposals must be submitted in six volumes with strict formatting and page limits, exclusively via email, and include certifications on subcontracting limitations (no more than 50% to non-certified SDVOSBs or VOSBs), affirmation of no additional financial gains, professional liability insurance, and compliance with Wage Determinations under the Service Contract Act. The award selection process uses a best value trade-off approach, with technical capability, past performance, and veterans preference being significantly more important than price. Key personnel must hold a master’s degree and 15 years of relevant experience, and all contractor staff must pass background investigations and sign the VA Information Security Rules of Behavior. Invoicing must be submitted electronically through Tungsten, with payment processed via EFT through SAM. All submissions must adhere to precise file naming conventions, exclude compressed files, and meet non-negotiable compliance thresholds on licensure, certification, and socioeconomic representation, including specific small business, SDVOSB, VOSB, WOSB, HUBZone, and SDB goals.