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Sources Sought SBA Expired 2 notices 1 document

Contact Center Training and Content (CTC) 260172J

Solicitation 260172J Copied Notice ID e98cad63a7974e88a359f02fa2cff45b Copied HEALTH AND HUMAN SERVICES, DEPARTMENT OF — OFC OF ACQUISITION AND GRANTS MGMT
SAM.gov
Posted
Feb 03, 2026
Deadline
Mar 05, 2026
Set-aside
SBA
NAICS
541611
PSC
R499

Summary

AI-generated · Feb 04, 2026

Develop and maintain both classroom training and self-paced e-learning modules to boost Medicare and Marketplace knowledge for customer service representatives across multiple contact centers (about 10,000 CSRs nationwide). Create and verify scripts, FAQs, and other content by proactively reviewing Medicare/Marketplace policy and government updates, ensuring information is accurate, understandable, and consistent across all channels (phone, written, web chat, etc.). Possess deep familiarity with Next Generation Desktop (NGD), the primary tool CSRs use during interactions.

Provide content management and delivery through CMS’s Universal Content Management (UCM) and Learning Management System (LMS), including ongoing maintenance, updates, or archiving of training products (e.g., New Hire, Claims, e-learning modules, job aids, process manuals, infographics). Current scope includes about 1,000 training products with roughly 100 new pieces annually, and a content library exceeding 3,900 items maintained, updated, or developed each year in both English and Spanish.

The purpose of this contract is to develop training and e-Learning products designed to increase the Medicare and Marketplace knowledge of the CSRs and support them in providing world class service to our beneficiaries and consumers. It is important that the potential training and content contractor understand the complexity of the Medicare and Marketplace programs and the scope of the information that CSRs provide in response to inquiries. The contractor must be capable of developing both classroom training materials and eLearning solutions for self-paced modules to support the multiple contact centers that are staffed with an estimated 10,000 CSRs nationwide. Additionally, the contractor must have the ability to proactively review Medicare and Marketplace policy and new Government provided information to develop and verify the accuracy of scripts, frequently asked questions (FAQs) and other content across all contact center communication channels (telephone, written correspondence, web chat, etc.). It is also important that the contractor possesses an in-depth understanding of the functionality of Next Generation Desktop (NGD), which is the primary application used by the CSRs during all customer interactions. CMS requires that information being provided is accurate, understandable, and consistent across all channels of communication. The work volumes for training and content have increased with the maturity of this contract. Currently there are approximately 1,000 training products supporting multiple lines of business (General Medicare, Marketplace New Hire, Claims, etc.). This contract also ensures all products are maintained, updated or archived (New Hire Training, Claims Training, e-Learning Modules, Job Aids, Process Manuals, Infographics, etc.) In addition, approximately 100 new pieces of training are in development each year. The content team has over 3,900 products (Phone Scripts, CSR User Alerts, Blast Alerts, Quick Letters, Reference Materials etc.) that are maintained, updated and developed per year. The content count includes both English and Spanish versions. All these products are stored, deployed, and tracked through CMS provided Universal Content Management (UCM) and Learning Management (LMS) systems.

From Sources Sought posted on Feb 03, 2026

The purpose of this contract is to develop training and e-Learning products designed to increase the Medicare and Marketplace knowledge of the CSRs and support them in providing world class service to our beneficiaries and consumers. It is important that the potential training and content contractor understand the complexity of the Medicare and Marketplace programs and the scope of the information that CSRs provide in response to inquiries. The contractor must be capable of developing both classroom training materials and eLearning solutions for self-paced modules to support the multiple contact centers that are staffed with an estimated 10,000 CSRs nationwide. Additionally, the contractor must have the ability to proactively review Medicare and Marketplace policy and new Government provided information to develop and verify the accuracy of scripts, frequently asked questions (FAQs) and other content across all contact center communication channels (telephone, written correspondence, web chat, etc.). It is also important that the contractor possesses an in-depth understanding of the functionality of Next Generation Desktop (NGD), which is the primary application used by the CSRs during all customer interactions. CMS requires that information being provided is accurate, understandable, and consistent across all channels of communication. The work volumes for training and content have increased with the maturity of this contract. Currently there are approximately 1,000 training products supporting multiple lines of business (General Medicare, Marketplace New Hire, Claims, etc.). This contract also ensures all products are maintained, updated or archived (New Hire Training, Claims Training, e-Learning Modules, Job Aids, Process Manuals, Infographics, etc.) In addition, approximately 100 new pieces of training are in development each year. The content team has over 3,900 products (Phone Scripts, CSR User Alerts, Blast Alerts, Quick Letters, Reference Materials etc.) that are maintained, updated and developed per year. The content count includes both English and Spanish versions. All these products are stored, deployed, and tracked through CMS provided Universal Content Management (UCM) and Learning Management (LMS) systems.

From Sources Sought posted on Feb 04, 2026

Notice history

2
  1. Sources Sought Posted Feb 03, 2026
  2. Sources Sought LATEST Posted Feb 04, 2026
    No changes from previous notice

Details

Solicitation number 260172J
Notice ID e98cad63a7974e88a359f02fa2cff45b
Notice type Sources Sought
Product / Service (PSC) R499
NAICS 541611
Place of performance Baltimore, Maryland
Archive date Mar 10, 2026

Award Information

Not yet awarded

Documents

1
View on SAM.gov

Contacts

primary
Shane Ryberg

Email

secondary
Brian Humes

Email

Agency

HEALTH AND HUMAN SERVICES, DEPARTMENT OF
CENTERS FOR MEDICARE AND MEDICAID SERVICES
OFC OF ACQUISITION AND GRANTS MGMT

Place of Performance

Baltimore, Maryland
USA

Dates

Posted Feb 03, 2026 6 months ago
Last Updated Aug 06, 2026 2 days ago
Due Mar 05, 2026 5 months ago