Novak Birch, Inc. v. United States

132 Fed. Cl. 578, 2017 U.S. Claims LEXIS 802, 2017 WL 2962807
CourtUnited States Court of Federal Claims
DecidedJune 14, 2017
Docket17-559C
StatusPublished
Cited by1 cases

This text of 132 Fed. Cl. 578 (Novak Birch, Inc. v. United States) is published on Counsel Stack Legal Research, covering United States Court of Federal Claims primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Novak Birch, Inc. v. United States, 132 Fed. Cl. 578, 2017 U.S. Claims LEXIS 802, 2017 WL 2962807 (uscfc 2017).

Opinion

Preliminary Injunction; Permanent Injunction; Corrective Action; Judgment on the Administrative Record.

OPINION

HORN, J.

Protestor, Novak Birch, Inc. (Novak Birch), challenges the decision of the United States Department of Health and Human Services (HHS), Centers for Medicare & Medicaid Services (CMS), to take corrective action on Request for Quote Number HHSM-500-2016-RFQ-0035 (the solicitation), following the bid protest previously filed on the same solicitation, by Rainmakers Strategic Solutions, LLC (Rainmakers), see Rainmakers Strategic Solutions, LLC v. United States, Case No. 17-110C (Fed. Cl. April 11, 2017). In the earlier protest, Rainmakers challenged CMS’s award of a task order contract to Novak Birch, the current protestor, for General Education and Outreach (GEO) services. The corrective action *583 challenged in the above-captioned bid protest includes terminating the contract award to Novak Birch, cancelling the solicitation, and reevaluating how best to re-procure the desired services, including further market research and deciding on the appropriate contract vehicle for the acquisition.

The Solicitation

On July 28, 2016, CMS issued the solicitation requesting proposals for a task order contract under the General Services Administration (GSA) Professional Services Schedule 641, Advertising and Integrated Marketing Solutions, Category 641-6, Integrated Marketing Services. The solicitation explained that the purpose of the contract was to acquire

technical professional services from a GEO [General Education and Outreach Contractor] to assist CMS with the development, execution, and assessment of multi-pronged education and outreach initiative [sic] designed to promote data transparency and prevent and reduce program integrity issues in CPI [Center for Program Integrity] initiatives such as Medicare, Medicaid, Children’s Health Insurance Program (CHIP), Marketplace, and other programs.

According to the solicitation, the task order was “100% set aside for offerors identified as small businesses under the General Services Administration (‘GSA’) Professional Services Schedule, OOCORP, Schedule 641 Advertising & Integrated Marketing Solutions, Category 541-5 Integrated Marketing Services.” The solicitation identified the following program goals for the GEO program:

a. Integration of program integrity intervention, education and outreach initiatives for a holistic and coordinated program integrity strategy throughout CPI initiatives;
b. Expanding education and outreach efforts to reach all relevant audiences and their stakeholders with the most timely and accurate education and outreach information;
c. Rapid response to vulnerabilities to contain and mitigate the vulnerability as quickly as possible;
d. Reducing improper payments caused by fraud, waste and abuse (FWA); and
e. Establishing greater transparency, stakeholder participation, and collaboration to improve and promote accountability, efficiency, and effectiveness in CMS programs.

Additionally, Section 5.0 of the solicitation set forth the GEO functional requirements, and required the contractor to possess, at a minimum, the following specialized expertise:

• Thorough understanding of Title XVIII of the Social Security Act;
• Thorough understanding of the Affordable Care Act;
• Thorough understanding and subject matter expertise of Titles I and II of the MMA, Medicare Advantage Organizations (MAOs) and Part D Prescription Drug (PD) programs;
• Knowledge of operations, management of MAOs and Part D sponsors;
• Knowledge of the Medicare Advantage and Part D Compliance Program Guidelines;
• Knowledge of prescribes, providers, pharmacies, pharmacy benefit managers (PBMs) operations and management and how they relate to Medicare Advantage and Part D;
• Thorough understanding of HIPAA and Privacy requirements; and
• Knowledge of PI initiatives ... in CPI.

Prior to issuing the solicitation, CMS performed market research in order to determine if the GSA Schedule 641-5 contract could be used to meet CMS’s GEO requirement. According to the Market Research Report, included in the administrative record, CMS researched the capabilities of the seven companies listed as small businesses on the GSA Schedule 541-5 contract, including Novak Birch, which included “reviewing websites, sources sought responses and Contractor Performance Assessment Reporting System (CPARS) reports where available.” Regarding Novak Birch, the Market Research Report described Novak Birch as a “Good Candidate” and stated, “Novak Birch does not have healthcare experience. However, their overall ability to demonstrate their *584 knowledge/experience in five of the nine categories, with particular strength in the event planning and executing would make them a good candidate for this procurement.” 2 No-vak Birch is a certified small business that offers marketing, event planning and management, web design, and copyrighting services. Based on the market research, when CMS issued the solicitation on July 28, 2016 for a GEO contractor, it solicited proposals through GSA’s “e-Buy” platform from six small businesses identified as vendors under the GSA Schedule 541-6 contract, including Novak Birch. 3

The solicitation combined the requirements of two previous contracts, including one which was being performed by Rainmakers, into a single contract. The solicitation explained that the task order would be awarded using a trade-off analysis to determine the best value for CMS. The solicitation contemplated the award of a time and materials contract to include one base year and two option years.

In the solicitation, offerors were instructed to submit their quotes in three volumes, including a technical quote, a business quote, and a conflict of interest quote. Within the technical quote, offerors were directed to describe their technical understanding and approach, personnel qualifications, management and staffing plan, past performance, and “508 Compliance.” According to the solicitation, the offerors’ technical quotes would be evaluated based on the relative importance of the following factors, in descending order of importance:

*585 [[Image here]]

Pursuant to the solicitation, CMS would assign an adjectival rating to each of the factors listed above as well as an overall adjectival rating for an offeror’s technical quote. The possible adjectival ratings were “Exceptional,” “Very Good,” “Satisfactory,” “Marginal,” and “Unsatisfactory.” (emphasis removed).

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cite This Page — Counsel Stack

Bluebook (online)
132 Fed. Cl. 578, 2017 U.S. Claims LEXIS 802, 2017 WL 2962807, Counsel Stack Legal Research, https://law.counselstack.com/opinion/novak-birch-inc-v-united-states-uscfc-2017.