401K Investment Advisor
The Federal Housing Finance Agency (FHFA) is seeking an Investment Advisor to provide independent expert financial guidance for its 401(k) Plan Oversight Committee through Request for Quotes (RFQ) FHF25Q0031. The selected contractor will assist with developing and reviewing investment policy statements, producing annual investment reports, analyzing fund selection and performance, attending up to four committee meetings annually, and providing ad-hoc advisory services. Technical proposals will be evaluated with greater importance than price, with a 10-page limit for technical submissions and key personnel required to submit two-page resumes. The solicitation is classified under NAICS code 541611 for Administrative Management Consulting Services and is open to all vendors, with questions due by January 22, 2025, and quotes due by January 29, 2025 at 12pm ET. Evaluation will prioritize technical capabilities and expertise in 401(k) plan advisory services.
The contract is an unrestricted opportunity with no specific small business set-aside, covering services for the FHFA 401(k) Plan which currently manages 883 accounts with $157.7 million in assets. The current plan recordkeeper is Charles Schwab Retirement Plan Services, and the incumbent contractor is CapFinancial Partners. The contract structure includes both fixed-price and labor-hour components, with a maximum duration of five years including options. The pricing template indicates a not-to-exceed amount of $5,000 per year for labor hours, totaling $25,000 across all five potential years. Performance will be executed throughout the United States, with monthly invoicing required for fixed-price services in equal installments. The solicitation does not mandate specific insurance coverage from the contractor.
FHF25Q0031 Federal Housing Finance Agency
1/16/25, 12:36 PM Automated External Defibrillators (AEDs) Maintenance Program
This is a combined synopsis/solicitation and request for quotes (RFQ) for commercial products or commercial services in accordance with the procedures of Federal Acquisition Regulation (FAR) part 12 - Acquisition of Commercial Items and FAR part 13 - Simplified Acquisition Procedures, with FAR part 12 taking precedence per FAR 13.500(b)’s reference to FAR 12.102(c). This announcement constitutes the only solicitation with quotes requested.
The Federal Housing Finance Agency (FHFA) seeks a Contractor to inspect, service, and maintain all Automated External Defibrillators (AEDs) at FHFA's Headquarters in Washington, D.C., to ensure FHFA's AEDs maintain operational readiness.
This requirement is considered unrestricted under NAICS code 811210 Electronic and Precision Equipment Repair and Maintenance with no size standard; therefore, any qualified, responsible vendor may submit a quote.
One or more of the items under this acquisition is subject to Free Trade Agreements.
Questions and Answers
Quoters are invited to submit any questions. Questions must be submitted by February 27, 2023, at 12:00pm Eastern Time, by email to the Contracting Officer, Laura Baker, at Laura.Baker@fhfa.gov. Questions, any written responses, or amendments will be posted at the Contract Opportunities webpage (please see https://sam.gov/content/opportunities for more information).
FAR References
Any FAR clauses or provisions referenced may be obtained at www.acquisition.gov/far. Also, any reference to offeror or offer has the same meaning as quoter or quote for this solicitation. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular FAC 2023-01, December 30, 2022.
Submission Instructions
Quoters shall be registered in the System for Award Management as stated in FAR 52.204-7(b)(1). Therefore, FAR 52.204-7 and FAR 52.204-16 are hereby incorporated by reference into the solicitation. A Quoter that is not actively registered in the System for Award Management at the time of quote submission will not have its quote considered and will not be eligible for award.
Each Quoter shall submit an electronic quotation (Volumes I, II, and III in separate files) to Laura Baker, at Laura.Baker@fhfa.gov. The electronic quotation shall include any scanned copies of signatures associated with the quotation. If a Quoter chooses to submit a quotation, the quote must remain valid for a minimum of 60 calendar days.
Quotes are due no later than March 6, 2023, at 12:00pm Eastern Time. Late submissions, modifications, and revisions will be managed in accordance with FAR 52.212-1(f).
FHFA’s Contracting Officer reserves the right to reject the quotation as non-compliant if the quotation takes exception to any of the terms of the RFQ, includes assumptions, or does not conform to the RFQ’s submission instructions.
All quotations must include a cover page addressing the following information:
RFQ Number
Quoter’s Name
Subcontractor Name(s), If Applicable
Quoter System for Award Management (SAM) Unique Entity Identifier (UEI)
Contact Name
Contact Email address
Contact telephone number
Complete business mailing address
The following statement "The Quoter takes no exception and completely accepts all the terms and conditions in the RFQ and subsequent amendments."
Volume I: Technical Quotation
The Quoter’s technical submission should demonstrate the firm’s capability to perform the work requirements outlined in the Attachment A Statement of Work. Volume I shall include separate sections within the volume outlining the following items:
Technical Capability. The Technical Capability shall describe, in narrative form, the Quoter’s proposed overall capability to fulfill the overall requirements of Attachment A. Quoters shall specifically address their experience providing similar services to other Federal Government customers or non-Federal Government customers.
Past Performance. FHFA will evaluate recent and relevant past performance of each Quoter. This past performance may include prime or subcontractors you consider most relevant in demonstrating your ability to perform the proposed effort. However, you must include at least one reference for any subcontractor that will perform a large portion of the work.
Quoters may submit up to two (2) examples of contracts performed by the Quoter or subcontractors, demonstrating recent and relevant past performance. Recent is defined as within the last three (3) years from the date of this RFQ. Relevant is defined as work similar in scope, complexity and magnitude to that identified in the work requirements defined in Attachment A. Please include the following information, limited to no more than one (1) page:
1) Customer Name and Address
2) Contract Number and Title
3) Period of Performance
4) Contract Value
5) Description of the work performed
6) Customer Point of Contact (Name, Telephone Number and Address)
7) A brief narrative of why your firm believes this reference is relevant to the proposed order
FHFA may use any other available information in the evaluation of past performance.
Page Limitation. Excluding the cover page and table of contents the technical quote (including all non-price factors and other attachments) is limited to five (5) pages. The 5-page limitation includes the 1 page for past performance. The font and format should be of readable quality. Excessively small font may be rejected or not evaluated at the Contracting Officer’s discretion.
Quoters shall not include any price information in the technical quotation. For the overall technical quotation, a recitation or paraphrasing of the requirements already identified in the work requirements will not improve the quotation.
Volume II: Price Quotation Worksheet
Quoters shall submit a price quotation separate from the technical quotation (Volume I). Quoters shall complete all unit prices as stated in Attachment D Price Quotation Worksheet, including any stated options. Volume II shall be submitted in Excel format using Attachment D.
Volume III: Representations and Certifications
Quoters shall ensure their responses to the following provisions are submitted as a part of Phase I:
Completed FAR 52.204-24. NOTE: "[t]he Offeror shall not complete the representation at paragraph (d)(1) of this provision if the Offeror has represented that it "does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument" in paragraph (c)(1) in the provision at 52.204-26, Covered Telecommunications Equipment or Services—Representation, or in paragraph (v)(2)(i) of the provision at 52.212-3, Offeror Representations and Certifications-Commercial Products or Commercial Services. The Offeror shall not complete the representation in paragraph (d)(2) of this provision if the Offeror has represented that it "does not use covered telecommunications equipment or services, or any equipment, system, or service that uses covered telecommunications equipment or services" in paragraph (c)(2) of the provision at 52.204-26, or in paragraph (v)(2)(ii) of the provision at 52.212-3."
Completed FAR 52.212-3. NOTE: Quoters shall complete only paragraph (b) of the provision if the Quoter has completed the annual representations and certification electronically in the System for Award Management (SAM).
Evaluation and Selection Process
Since this award is made under the policies of FAR part 12 in conjunction with FAR part 13 procedures, the evaluation process is streamlined, and FHFA has considerable flexibility in its award decision. FHFA will evaluate the quotation considering positive attributes, negative attributes, and potential risk of the overall quotation.
During the evaluation process, FHFA may or may not conduct exchanges. If FHFA conducts exchanges, such exchanges may be with one, several, or all Quoters. Exchanges may vary based on FHFA’s need to understand or give Quoters an opportunity to improve their quotations, but all exchanges will be fair and equitable.
Only Quoters whose quotes receive an overall technical rating of acceptable or higher will be considered for award. Following an evaluation and, if necessary, tradeoff analysis, FHFA intends to make one award based on the quote that is evaluated to be the best value and determined responsible.
FHFA reserves the right to make an award based on other than the lowest quoted price.
Technical (Volume I) is more important than price (Volume II); however, the importance of price as a factor could become greater if competing quotations are evaluated as technically equal.
List of Attachments
Attachment A Statement of Work
Appendix 1 Service File
Attachment B Clauses and Provisions
Attachment C Wage Determination
Attachment D Price Quotation Worksheet
FHF-23-Q-0041 Federal Housing Finance Agency
2/21/23, 11:51 AM Supervisory Capital Stress Test Program Services
This is a combined synopsis/solicitation and request for quotes (RFQ) for commercial items in accordance with the procedures of Federal Acquisition Regulation (FAR) Part 12 - Acquisition of Commercial Items and FAR Part 13 - Simplified Acquisition Procedures, with FAR Part 12 taking precedence per FAR 13.500(b)’s reference to FAR 12.102(c). This announcement constitutes the only solicitation with quotes requested.
This requirement is considered unrestricted under the North American Industry Classification System (NAICS) code 541611 – Administrative Management and General Management Consulting Services – with a standard size of $16.5M.
The Federal Housing Finance Agency (FHFA) is seeking a Contractor to provide services to support its supervisory capital stress testing program. The Contractor would provide expertise, analysis, worked examples, and advisory services to FHFA on all aspects of the design, implementation, operation, and maintenance of a supervisory capital stress test model for the Enterprises. Contractor assistance would include, but is not limited to: (i) design of the supervisory capital stress test model specification and stress test scenarios to ensure validity, rigor, and consistency across a macroeconomic framework; (ii) creation of an implementation plan for the capital stress test model; and (iii) organization and staffing needs to support model operation, enhancements, maintenance, and on-going operations.
Questions or other suggested changes must be submitted by 1:00pm Eastern Time on January 7, 2022, by email to Jennifer.Sellers@fhfa.gov.
Quotes are due no later than the date and time established in Contract Opportunities to Jennifer.Sellers@fhfa.gov.
Please refer to the attached documents for additional information.
FHF-22-Q-0024 Federal Housing Finance Agency
1/3/22, 10:42 AM