16PBGC19R00020002_FOSS.pdf

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended. is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NUMBER

IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

Previous edition unusable

Table of Contents

SECTION B SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 IDIQ Pricing Schedule

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 Instructions to Offerors

PAGE 2 OF 31 16PBGC19R00020002

SECTION B

SUPPLIES OR SERVICES AND PRICES/COSTS

PAGE 3 OF 31 16PBGC19R00020002

B.1 IDIQ Pricing Schedule

FIELD OFFICE SUPPORT SERVICES IDIQ

CONTRACT LINE ITEMS

BASE YEAR

PERIOD OF PERFORMANCE: MARCH 04, 2019 – MARCH 03, 2020*

EUCLID, OH

(MARCH 04, 2019 – MARCH 03, 2020)*

CLIN Labor Category Maximum

Hours Rate Total Amount

00051001OH Project Manager II 2,080 00051002OH Assistant Project Manager 5,893

00051003OH

Benefits Administrator III (Supervisor) 28,773

00051004OH Benefits Administrator II 91,000 00051005OH Benefits Administrator I 130,173

00051006OH

General Clerk III -SCA Occupation Code: 01113 41,947

00051007OH

Technical Support Assistant – SCA Occupation Code: 14160 2,080

00053001OH Data Analyst 43,680 00053002OH Data Analyst Supervisor 6,240 00056001OH Investigator I 2,080 00056002OH Investigator II 2,080 TOTAL (Labor) 356,026

OPTIONAL

SURGE

CLIN

Labor Category Surge Hours Rate Total Amount

00051003OHS

Benefits Administrator III (Supervisor) 2,014

00051004OHS Benefits Administrator II 6,370 00051005OHS Benefits Administrator I 9,112

00051006OHS

General Clerk III – SCA Occupation Code: 01113 2,936

TOTAL (Surge Labor) 20,432

PAGE 4 OF 31 16PBGC19R00020002

MIAMI (DORAL), FL

(SEPTEMBER 29, 2019 – MARCH 03, 2020)*

CLIN Labor Category Maximum

Hours Rate Total Amount

00051001FL Project Manager II 1,040 00051002FL Assistant Project Manager 2,080

00051003FL

Benefits Administrator III (Supervisor) 7,280

00051004FL Benefits Administrator II 31,200 00051005FL Benefits Administrator I 44,720 00051006FL General Clerk III - SCA

Occupation Code: 01113 4,160

00051007FL

Technical Support Assistant -SCA Occupation Code: 14160 1,040

00053001FL Data Analyst 21,840 00053002FL Data Analyst Supervisor 3,120 TOTAL (Labor) 116,480

WILMINGTON, DE

(JANUARY 16, 2020 – MARCH 03, 2020)*

CLIN Labor Category Maximum

Hours Rate Total Amount

00051001DE Project Manager II 520 00051002DE Assistant Project Manager 1,040

00051003DE

Benefits Administrator III (Supervisor) 2,080

00051004DE Benefits Administrator II 8,840 00051005DE Benefits Administrator I 13,000 00051006DE General Clerk III – SCA

Occupation Code:01113 2,600

00051007DE

Technical Support Assistant -SCA Occupation Code: 14160 520

00053001DE Data Analyst 7,280 00053002DE Data Analyst Supervisor 1,040 TOTAL (Labor) 36,920

PAGE 5 OF 31 16PBGC19R00020002

WASHINGTON DC / ALEXANDRIA VA

(MARCH 04*, 2019 – MARCH 03*, 2020)*

CLIN Labor Category Maximum Hours

Rate Total Amount

00053001WDC Data Analyst 43,680 00053002WDC Data Analyst Supervisor 6,240 TOTAL (Labor) 49,920

WASHINGTON DC

Section 5.2 period of performance July 1, 2019 to March 03, 2020* CLIN Quantity Unit Unit Price Total Amount 00052001

FFP

Section 5.2 Administrative Support and Document Intake

9 Months $ $

Base Year

TOTAL

Note: Firm Fixed Price amount will be paid on a monthly basis in arrears

ALL LOCATIONS

CLIN Total Amount 000ODC Other Direct Costs (includes postage, postage meters, supplies and travel - as approved by the

COR)

NTE $ 500,000

Notes:

• Program Manager and Admnistrative Assistant are not direct bill positions, but should be billed through G&A or overhead.

• ODCs are to be billed on a cost reimbursement basis and should not include any indirect load.

PAGE 6 OF 31 16PBGC19R00020002

OPTION YEAR 1

PERIOD OF PERFORMANCE: MARCH 04, 2020 – MARCH 03, 2021*

EUCLID, OH

(MARCH 04, 2020 – MARCH 03, 2021)*

CLIN Labor Category Maximum

Hours Rate Total Amount

10051001OH Project Manager II 2,080 10051002OH Assistant Project Manager 6,240

10051003OH

Benefits Administrator III (Supervisor) 39,520

10051004OH Benefits Administrator II 126,880 10051005OH Benefits Administrator I 183,040

10051006OH

General Clerk III-SCA Occupation Code:01113 79,040

10051007OH

Technical Support Assistant- SCA Occupation Code: 14160 2,080

10053001OH Data Analyst 43,680 10053002OH Data Analyst Supervisor 6,240 10056001OH Investigator I 2,080 10056002OH Investigator II 2,080 TOTAL (Labor) 492,960

OPTIONAL

SURGE

CLIN

Labor Category Surge Hours Rate Total Amount

10051003OHS

Benefits Administrator III (Supervisor) 2,766

10051004OHS Benefits Administrator II 8,882 10051005OHS Benefits Administrator I 12,813

10051006OHS

General Clerk III -SCA Occupation Code: 01113 5,533

TOTAL (Surge Labor) 29,994

PAGE 7 OF 31 16PBGC19R00020002

(MARCH 04, 2020 – MARCH 03, 2021)*

CLIN Labor Category Maximum

Hours Rate Total Amount

10051001FL Project Manager II 2,080 10051002FL Assistant Project Manager 4,160

10051003FL

Benefits Administrator III (Supervisor) 14,560

10051004FL Benefits Administrator II 62,400 10051005FL Benefits Administrator I 89,440 10051006FL General Clerk III -SCA

Occupation Code: 01113 8,320

10051007FL

Technical Support Assistant - SCA Occupation Code: 14160 2,080

10053001FL Data Analyst 43,680 10053002FL Data Analyst Supervisor 6,240 TOTAL (Labor) 232,960

WILMINGTON, DE

(MARCH 04, 2020 – MARCH 03, 2021)*

CLIN Labor Category Maximum

Hours Rate Total Amount

10051001DE Project Manager II 2,080 10051002DE Assistant Project Manager 4,160

10051003DE

Benefits Administrator III (Supervisor) 8,320

10051004DE Benefits Administrator II 35,360 10051005DE Benefits Administrator I 52,000 10051006DE General Clerk III -SCA

Occupation Code: 01113 10,400

10051007DE

Technical Support Assistant -SCA Occupation Code: 14160 2,080

10053001DE Data Analyst 43,680 10053002DE Data Analyst Supervisor 6,240 TOTAL (Labor) 164,320

PAGE 8 OF 31 16PBGC19R00020002

(MARCH 04, 2020 – MARCH 03, 2021)*

CLIN Labor Category Maximum

Hours Rate Total Amount

10053001WDC Data Analyst 43,680 10053002WDC Data Analyst Supervisor 6,240 TOTAL (Labor) 49,920

WASHINGTON DC

(MARCH 04, 2020 – MARCH 03, 2021)*

CLIN Quantity Unit Unit Price Total Amount 10052001

FFP

Section 5.2 Administrative Support and Document Intake

12 Months $ $

Option Year

1 TOTAL

Note: Firm Fixed Price amount will be paid on a monthly basis in arrears

ALL LOCATIONS

CLIN Total Amount 100ODC Other Direct Costs (includes postage, postage meters, supplies and travel - as approved by the

COR)

NTE $ 500,000

Notes should be billed through G&Aor overhead.

PAGE 9 OF 31 16PBGC19R00020002

OPTION YEAR 2

PERIOD OF PERFORMANCE: MARCH 04, 2021 – MARCH 03, 2022*

EUCLID, OH

(MARCH 04, 2021 – MARCH 03, 2022)*

CLIN Labor Category Maximum

Hours Rate Total Amount

20051001OH Project Manager II 2,080 20051002OH Assistant Project Manager 8,320

20051003OH

Benefits Administrator III (Supervisor) 39,520

20051004OH Benefits Administrator II 126,880 20051005OH Benefits Administrator I 183,040

20051006OH

General Clerk III – SCA Occupation Code:01113 79,040

20051007OH

Technical Support Assistant-SCA Occupation Code: 14160 2,080

20053001OH Data Analyst 43,680 20053002OH Data Analyst Supervisor 6,240 20055001OH Call Quality Assurance Manager 2,080 20055002OH Call Team Supervisor 2,080 20055003OH Call Team Bilingual Supervisor 2,080

20055004OH

Call Quality Assurance Specialist-SCA Occupation Code: 01113

16,640

20055005OH

Call Team Level 3 Agent-SCA Occupation Code: 01043 8,320

20055006OH

Call Team Level 2 Agent-SCA Occupation Code: 01042 72,800

20055007OH

Call Team Level 1 Agent:SCA Occupation Code: 01041 52,000

20055008OH

Call Team Level 1 Agent (Bilingual)-SCA Occupation Code:01042

14,560

20056001OH Investigator I 2,080 20056002OH Investigator II 2,080 TOTAL (Labor) 665,600

OPTIONAL

SURGE CLIN

Labor Category Surge Hours Rate Total Amount

20051003OHS

Benefits Administrator III (Supervisor) 2,766

20051004OHS Benefits Administrator II 8,882 20051005OHS Benefits Administrator I 12,813

PAGE 10 OF 31 16PBGC19R00020002

20051006OHS

General Clerk III- SCA Occupation Code : 01113 5,533

20055007OHS

Call Team Level 1 Agent- SCA Occupation Code: 01041 16,592

20055008OHS

Call Team Level 1 Agent (Bilingual)- SCA Occupation Code: 01042

1,952

TOTAL (Surge Labor) 48,538

(MARCH 04, 2021 – MARCH 03, 2022)*

CLIN Labor Category Maximum

Hours Rate Total Amount

20051001FL Project Manager II 2,080 20051002FL Assistant Project Manager 4,160

20051003FL

Benefits Administrator III (Supervisor) 14,560

20051004FL Benefits Administrator II 62,400 20051005FL Benefits Administrator I 89,440 20051006FL General Clerk III -SCA

Occupation Code: 01113 8,320

20051007FL

Technical Support Assistant – SCA Occupation Code: 14160 2,080

20053001FL Data Analyst 43,680 20053002FL Data Analyst Supervisor 6,240 TOTAL (Labor) 232,960

CLIN Labor Category Maximum

Hours Rate Total Amount

20053001WDC Data Analyst 43,680 20053002WDC Data Analyst Supervisor 6,240 TOTAL (Labor) 49,920

CLIN Quantity Unit Unit Price Total Amount

PAGE 11 OF 31 16PBGC19R00020002

20052001

FFP

Section 5.2 Administrative Support and Document Intake

12 Months $ $

Option Year

2 TOTAL

Note: Firm Fixed Price amount will be paid on a monthly basis in arrears

ALL LOCATIONS

CLIN Total Amount 200ODC Other Direct Costs (includes postage, postage meters, supplies and travel - as approved by the

COR)

NTE $ 500,000

Notes:

should billed through G&A or overhead.

PAGE 12 OF 31 16PBGC19R00020002

OPTION YEAR 3

PERIOD OF PERFORMANCE: MARCH 04,

2022 – MARCH 03, 2023*EUCLID, OH

(MARCH 04, 2022 – MARCH 03, 2023)*

CLIN Labor Category Maximum

Hours Rate Total Amount

30051001OH Project Manager II 2,080 30051002OH Assistant Project Manager 8,320

30051003OH

Benefits Administrator III (Supervisor) 39,520

30051004OH Benefits Administrator II 126,880 30051005OH Benefits Administrator I 183,040

30051006OH

General Clerk III -SCA Occupation Code: 01113 79,040

30051007OH

Technical Support Assistant - SCA Occupation Code: 14160 2,080

30053001OH Data Analyst 43,680 30053002OH Data Analyst Supervisor 6,240 30055001OH Call Quality Assurance Manager 2,080 30055002OH Call Team Supervisor 2,080 30055003OH Call Team Bilingual Supervisor 2,080

30055004OH

Call Quality Assurance Specialist-SCA Occupation

30055005OH

Occupation Code: 01043 8,320

30055006OH

Call Team Level 2 Agent-SCA Occupation Code: 01042 72,800

30055007OH

Call Team Level 1 Agent-SCA Occupation Code: 01041 52,000

30055008OH

Call Team Level 1 Agent (Bilingual)- SCA Occupation

30056001OH Investigator I 2,080 30056002OH Investigator II 2,080 TOTAL (Labor) 665,600

OPTIONAL

SURGE CLIN

Labor Category Surge Hours Rate Total Amount

30051003OHS

Benefits Administrator III (Supervisor) 2,766

30051004OHS Benefits Administrator II 8,882 30051005OHS Benefits Administrator I 12,813

PAGE 13 OF 31 16PBGC19R00020002

30051006OHS

General Clerk III – SCA Occupation Code: 01113 5,533

30055007OHS

Call Team Level 1 Agent- SCA Occupation Code: 01041 16,592

30055008OHS

Call Team Level 1 Agent (Bilingual)- SCA Occupateion

(MARCH 04, 2022 – MARCH 03, 2023)*

CLIN Labor Category Maximum

Hours Rate Total Amount

30051001FL Project Manager II 2,080 30051002FL Assistant Project Manager 4,160

30051003FL

Benefits Administrator III (Supervisor) 14,560

30051004FL Benefits Administrator II 62,400 30051005FL Benefits Administrator I 89,440 30051006FL General Clerk III – SCA

Occupation Code: 01113 8,320

30051007FL

Technical Support Assistant – SCA Occupation Code: 14160 2,080

30053001FL Data Analyst 43,680 30053002FL Data Analyst Supervisor 6,240

WASHINGTON DC/ ALEXANDRIA VA

CLIN Labor Category Maximum

Hours Rate Total Amount

30053001WDC Data Analyst 43,680 30053002WDC Data Analyst Supervisor 6,240 30055001WDC Call Center Project Manager 2,080 30055002WDC Call Quality Assurance Manager 2,080 30055003WDC Call Team Supervisor 2,080 30055004WDC Call Team Bilingual Supervisor 2,080

30055005WDC

Call Quality Assurance Specialist- SCA Occupation Code: 01113 16,640

30055006WDC

Call Team Level 3 Agent- SCA Occupation Code: 01043 8,320

PAGE 14 OF 31 16PBGC19R00020002

30055007WDC

Call Team Level 2 Agent-SCA Occupation Code: 01042 72,800

30055008WDC

Call Team Level 1 Agent-SCA Occupation Code: 01041 52,000

30055009WDC

Call Team Level 1 Agent (Bilingual)- SCA Occupation

TOTAL (Labor) 222,560

CLIN Quantity Unit Unit Price Total Amount 30052001

FFP

Section 5.2 Administrative Support and Document Intake

12 Months $ $

Option Year

3 TOTAL

Note: Firm Fixed Price amount will be paid on a monthly basis in arrears

ALL LOCATIONS

CLIN Total Amount 300ODC Other Direct Costs (includes postage, postage meters, supplies and travel - as approved by the

COR)

NTE $ 500,000

Notes

• Program Manager and Admnistrative Assistant are not direct bill positions, but should billed through G&A or overhead.ODCs are to be billed on a cost reimbursement basis and should not include any indirect load.

PAGE 15 OF 31 16PBGC19R00020002

OPTION YEAR 4

PERIOD OF PERFORMANCE: MARCH 04, 2023 – MARCH 03, 2024*

EUCLID, OH

(MARCH 04, 2023 – MARCH 03, 2024)*

CLIN Labor Category Maximum

Hours Rate Total Amount

40051001OH Project Manager II 2,080 40051002OH Assistant Project Manager 8,320

40051003OH

Benefits Administrator III (Supervisor) 39,520

40051004OH Benefits Administrator II 126,880 40051005OH Benefits Administrator I 183,040

40051006OH

General Clerk III -SCA Occupateion Code: 01113 79,040

50051007OH

Technical Support Assistant-SCA Occupation Code: 14160 2,080

40053001OH Data Analyst 43,680 40053002OH Data Analyst Supervisor 6,240 40055001OH Call Quality Assurance Manager 2,080 40055002OH Call Team Supervisor 2,080 40055003OH Call Team Bilingual Supervisor 2,080

40055004OH

Call Quality Assurance Specialist-SCA Occupation

40055005OH

Occupation Code: 01043 8,320

40055006OH

Call Team Level 2 Agent-SCA Occupation Code: 01042 72,800

40055007OH

Call Team Level 1 Agent-SCA Occupation Code: 01041 52,000

40055008OH

Call Team Level 1 Agent (Bilingual)- SCA Occupation

40056001OH Investigator I 2,080 40056002OH Investigator II 2,080 TOTAL (Labor) 665,600

PAGE 16 OF 31 16PBGC19R00020002

OPTIONAL

SURGE CLIN

Labor Category Surge Hours Rate Total Amount

40051003OHS

Benefits Administrator III (Supervisor) 2,766

40051004OHS Benefits Administrator II 8,882 40051005OHS Benefits Administrator I 12,813

40051006OHS

General Clerk III – SCA Occupation Code:01113 5,533

40055007OHS

Call Team Level 1 Agent- SCA Occupation Code: 01041 16,592

40055008OHS

Call Team Level 1 Agent (Bilingual)- SCA Occupation Code 01042

CLIN Labor Category Maximum

Hours Rate Total Amount

40051001FL Project Manager II 2,080 40051002FL Assistant Project Manager 4,160

40051003FL

Benefits Administrator III (Supervisor) 14,560

40051004FL Benefits Administrator II 62,400 40051005FL Benefits Administrator I 89,440 40051006FL General Clerk III -SCA

Occupation Code: 01113 8,320

40051007FL

Technical Support Assistant -SCA Occupation Code: 14160 2,080

40053001FL Data Analyst 43,680 40053002FL Data Analyst Supervisor 6,240

CLIN Labor Category Maximum

Hours Rate Total Amount

40053001WDC Data Analyst 43,680 40053002WDC Data Analyst Supervisor 6,240 40055001WDC Call Center Project Manager 2,080 40055002WDC Call Quality Assurance Manager 2,080

PAGE 17 OF 31 16PBGC19R00020002

40055003WDC Call Team Supervisor 2,080 40055004WDC Call Team Bilingual Supervisor 2,080

40055005WDC

Call Quality Assurance Specialist- SCA Occupation Code: 01113 16,640

40055006WDC

Call Team Level 3 Agent-SCA Occupation Code:01043 8,320

40055007WDC

Call Team Level 2 Agent-SCA Occupation Code: 01042 72,800

40055008WDC

Call Team Level 1 Agent-SCA Occupation Code: 01041 52,000

40055009WDC

Call Team Level 1 Agent (Bilingual)- SCA Occupation Code:01042

TOTAL (Labor) 222,560

CLIN Quantity Unit Unit Price Total Amount 40052001

FFP

Section 5.2 Administrative Support and Document Intake

12 Months $ $

Option Year

4 TOTAL

Note: Firm Fixed Price amount will be paid on a monthly basis in arrears

ALL LOCATIONS

CLIN Total Amount 400ODC Other Direct Costs (includes postage, postage meters, supplies and travel - as approved by the

COR)

NTE $ 500,000

Notes:

should be billed through G&A or overhead

* Exact dates to be determined at contract award.

PAGE 18 OF 31 16PBGC19R00020002

SECTION L

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

PAGE 19 OF 31 16PBGC19R00020002

L.1 Instructions to Offerors

SECTION L

FIELD OFFICE SUPPORT SERVICES

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS OR RESPONDENTS

L.1.1 RESPONSIBILITY

This contract shall be awarded only to a responsible prospective Contractor. To be determined responsible, a prospective Contractor must:

a) Have adequate financial resources to perform the contract, or have the ability to obtain them;

b) Be able to comply with the required or proposed delivery or performance schedule, taking into consideration all existing commercial and governmental business commitments;

c) Have a satisfactory performance record;

d) Have a satisfactory record of integrity and business ethics;

e) Have the necessary organization, experience, accounting and operational controls, and technical skills, or the ability to obtain them (including, as appropriate, such elements as production control procedures, property control systems, and quality control measures applicable to materials to be produced or services to be performed by the prospective Contractor and Subcontractors;

f) Have the necessary production, construction, and technical equipment and facilities, or the ability to obtain them; and

g) Be otherwise qualified and eligible to receive an award under applicable laws and Regulations.

L.1.2 Addendum to 52.212-1 Instructions to Offerors- Commercial Items (April 2014)

A. Addendum to Paragraph (e)“Multiple offers”. Paragraph (e) “Multiple offers “ is deleted in its entirety. Multiple offers will not be included

L.1.3 PROPOSAL SUBMISSION INSTRUCTIONS

Proposals shall be submitted electronically following the instructions in L.1.4. All proposals and past performance questionnaires must be received by the offer due date and time listed in block 8 on page 1 of this RFP.

L.1.4 ELECTRONIC SUBMISSSION

Proposals must also be submitted electronically via the PBGC Secure Proposal site. To submit your proposal, follow these steps:

1. Encrypt your file(s) (password protect). Send password in a separate email to POCs identified in step 4 below.

2. Go to https://pbgc.leapfile.com.

3. Select “Secure Upload.”

PAGE 20 OF 31 16PBGC19R00020002

https://pbgc.leapfile.com/

4. Enter e-mail addresses (separated by commas) for CO and their designee and select “Start.”

a. Dan Swart – swart.dan@pbgc.gov

b. Matt Donahue – donahue.matthew@pbgc.gov

c. Patrick McFarlane – mcfarlane.patrick@pbgc.gov

5. Enter your contact information.

6. Enter your message and description of submission (this information will be included in notification sent to CO and their designee). Click the notification checkbox to ensure you receive notification when the file is downloaded by the Procurement Officer.

7. Select the upload method, Regular or Enhanced. Regular upload works with all browsers and enhanced upload works with Java enabled browsers.

8. Select the file(s) to send (use the Browse buttons).

9. Press the Upload & Send button.

You will receive an automated system confirmation of a successful upload, and an automated system email when the Procurement Officer downloads your submission.

L.1.5 FACSIMILE SUBMISSION

Proposals submitted via facsimile will not be considered.

L.1.6 LATE PROPOSALS

Complete electronic versions must be received before THE TIME AND DATE SPECIFIED FOR RECEIPT. If the proposal is received at the destination after the time and date specified for receipt, the proposal will be considered late and will be dealt with in accordance with the late proposal provision of FAR 52.212.-1.

L.1.7 QUESTIONS CONCERNING THE RFP

All questions and inquiries from prospective offerors for information about any aspect of this RFP shall be submitted to the Contracting Officer (CO). Questions or inquiries are to be submitted October 11, 2018 at 5 PM EST. Any question or inquiry received after that date may not be answered before the proposal due date. Responses will not be provided to questions or inquiries received telephonically or via facsimile.

Prospective offerors are instructed to submit their questions or inquiries in writing following the Excel spreadsheet template provided in Attachment H.

Responses will be published by amendment to the RFP. Responses to questions and inquiries will be provided to all firms solicited, giving due regard to the proper protection of proprietary information.

Prospective offerors are warned against contacting any PBGC personnel other than the CO prior to award of a contract resulting from this RFP. If such contact occurs and is found to be prejudicial to competing firms, the offeror making such contact may be excluded from award consideration.

PAGE 21 OF 31 16PBGC19R00020002

mailto:swart.dan@pbgc.gov mailto:donahue.matthew@pbgc.gov

L.1.8 PROPOSAL FORMAT

General Instructions

The Written Proposal shall use the specific format below. These instructions assist in performing a fair and equitable evaluation of all proposals. The Government may determine that proposals not following the directions as unacceptable and may reject such offers from further consideration. The Written Proposals shall use:

• 8.5 by 11-inch pages;

• 12 point or larger, Times New Roman style font;

• 10 pitch print or larger for graphs, figures and tables

• 1.25- inch left hand margin, .75- inch right hand margin and 1-inch margins at both the top and bottom for each page.

• All pages single spaced.

• Every page sequentially numbered; and

• Page numbers shall be centered in the bottom margin.

The written proposal shall be accompanied by a cover letter (letter of transmittal) prepared on the company’s letterhead stationery. The cover letter (letter of transmittal) shall identify all enclosures being transmitted and shall be used only to transmit the proposal and shall include no other information.

The Offeror shall submit a Written Proposal addressing the evaluation factors listed in Section M. All offers shall be evaluated preliminarily to ensure compliance with the requirements set forth in this solicitation, which include the following:

The written proposal shall be submitted in four (4) separate volumes:

Each of the volumes must be prepared and submitted in separate electronic files, so the evaluation of each part may be conducted independently.

Volume I – Technical Volume Volume II – Price/Business Volume

Part A – IDIQ Business/Price Proposal Part B – Task Order #1 Price Proposal

Volume III- Small Business Participation Volume IV- Small Business Subcontracting Plan

L.1.9 PAGE LIMITS

Below are the page limits associated with each section of the offeror’s proposal. PBGC will not evaluate or consider any pages that exceed the page limits listed for each item in the table below.

Resumes are limited to 2 pages each. The following items are not included in the page limit

PAGE 22 OF 31 16PBGC19R00020002

totals identified below: Resumes (should not exceed 2 pages each), commitment letters, cover pages, tables of contents, attachments, and tabs.

Submission Page Count Volume I- Technical Volume 50 Pages (includes Transition Plan

& QCP)

Volume I – Past Performance Summaries 2 pages per summary. Not included in 50 page limit.

Volume II -Price/Business Volume No page limits Part A – IDIQ Business/Price Proposal No page limits Part B- Task Order One Price Proposal No page limits Volume III -Small Business Participation No page limits Volume IV – Small Business Subcontracting Plan No page limits

L.1.10 EVALUATION OF TECHNICAL VOLUME (VOLUME I)

The Offeror shall respond as outlined in L.1.9 above. For each Technical Volume Part, the Offeror shall fully address the following evaluation factors. The offeror shall provide responses which address the evaluation factors and subfactors for the IDIQ and Task Order One as listed below. The major sections of the Technical Volume shall be organized based on the factors listed below:

Factor 1 – IDIQ Technical Understanding and Approach Factor 2 - Management Approach to Task Order 1 Subfactor 1: Transition Plan.

Subfactor 2: Management Approach.

Subfactor 3: Qualifications and Experience of Key Personnel.

Subfactor 4: Quality Control Plan.

Factor 3- Corporate Experience Factor 4: Past Performance

Offerors’ proposals shall address all aspects of the Government’s technical requirements.

Offerors who provide details that substantiate how their proposal meets the requirements of the PWS will be considered for a higher rating than Offerors whose proposal contains unclear or ambiguous language, or that merely paraphrases or restates the Government’s requirements.

In order that the technical proposal may be evaluated strictly on the merit of the material submitted, no pricing information is to be included in the technical volume. No materials shall be incorporated by reference that are not included in the technical volume. Each proposal volume should stand alone.

The Government will not assume that Offeror(s) possess any capability, understanding, or commitment not clearly described in its proposal. It is an Offeror’s responsibility to submit a well-written proposal, with adequately detailed information that clearly demonstrates an understanding of and the ability to comply with the PWS requirements to allow for a meaningful review.

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Offerors shall identify any exceptions, deviations, or assumptions made and provide sufficient description, including explanation of benefits to the Government, to permit evaluation.

Exceptions, deviations, and assumptions which do not provide significant benefit to the Government or which the Government finds unacceptable may preclude an offeror’s proposal from further consideration.

L.1.10.1 TECHNICAL FACTORS (VOLUME I)

Factor 1 – IDIQ Technical Understanding and Approach

Technical understanding and approach will be evaluated to determine the degree to which the offeror possesses the ability to meet all the requirements of the ID/IQ PWS. The Offeror must address each element of the PWS separately with discussion and/or examples that clearly demonstrate their ability to meet the elements. An Offeror who simply states they will perform the work and complete the requirement or paraphrasing the OBA procedures manual will be considered non-responsive and subsequently will be determined technically non-compliant and be eliminated from further consideration for award. Additionally, simply repeating the language set out in the solicitation will be considered insufficient.

Factor 1 response shall address and be organized by these PWS Sections:

5.1 Benefits Administration

5.2 Administrative Support and Document Intake

5.3 Participant Database Building Support

5.5 Customer Contact Center (CCC)

5.6 Enhanced Participant Locator Service

12.5 Surge or Contingency Support

12.6 Transition In/Out

12.7 Training

12.8 Security and Privacy

Factor 2 - Management Approach to Task Order 1

Offeror must describe their approach to address each of the subfactors described below. The Government will evaluate the Offeror’s Management Approach to Task Order 1 to determine the extent to which it gives the Government confidence that the PWS requirements will be met within required timeframes. The Offeror must address each of the following subfactors.

Subfactor 1: Transition Plan. The Offeror must submit a detailed transition plan for staffing and moving the identified work to the appropriate locations within a 30-60 day timeframe. The transition plan shall specify how the plan accomplishes the immediate transition of work from the Coraopolis location to the Euclid location due to the short timeframe and constraint of the lease expiration.

Subfactor 2: Management Approach. The Offeror must include a Management Approach that demonstrates their ability to meet the PWS requirements and meet or exceed the customer

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service expectations and performance requirements. The Offeror’s management approach shall provide a staffing plan with clear lines of authority for non-key personnel and shall address how the Offeror will manage the following elements:

1. turnover,

2. employee retention,

3. performance of employees,

4. teaming partners, and subcontractors.

The Offeror shall submit details delineating where subcontractors or teaming partners will be used.

Subfactor 3: Qualifications and Experience of Key Personnel. The Offeror shall submit resumes (not to exceed 2 pages each) for the following key personnel: (1) Program Manager.

For Euclid, OH: (1) Project Manager; (3) Assistant Project Managers; and (1) Technical Support Assistant. For Miami, FL: (1) Project Manager; (2) Assistant Project Managers; and (1) Technical Support Assistant. Separate key personnel shall be provided for each of the locations.

Key Personnel Quantity Per Location

IDIQ

Program Manager 1

Euclid Miami Total Project Manager 1 1 2 Assistant Project Manager 3 2 5 Technical Support Assistant 1 1 2

Total Number of Resumes 10

The resumes must comply with the information requested in Attachment F and must clearly demonstrate that each meets the minimum qualifications for the stated labor category in Section H.

The Offeror shall also indicate for each proposed individual whether the key employee is:

(1) Currently employed by the contractor.

(2) Planning to join the company

(3) A subcontractor or teaming partner

Letters of commitment are mandatory for proposed key personnel that are not currently employed by the offeror, or subcontractor/teaming partner.

Subfactor 4: Quality Control Plan. The Offeror shall submit a Quality Control Plan that covers the services in the overall IDIQ as well as Task Order 1 which provides the Government

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with confidence that quality inspections meet or exceed the QASP standards and rework will be minimized or avoided.

Factor 3- Corporate Experience

Corporate experience is an additional confidence indicator that the Offeror has the capability to obtain the necessary resources and expertise needed to meet the ID/IQ tasks. The Offeror’s corporate experience must clearly describe their capabilities and operational capacity in meeting the requirements outlined in the solicitation. Teaming partners and/or subcontractors must have the corporate experience, capability, financial stability and operational capacity to perform the scope of work for which the Offeror has proposed them. The Offeror shall identify aspects of the solicitation in which they performed the work as either the primary or the subcontractor.

Corporate experience shall be evaluated on assessed strengths, weaknesses, and deficiencies to determine the degree the experience meets or exceeds our PWS current and future requirements.

Factor 4: Past Performance

Describe the experience and capability of your organization in conducting relevant work.

“Relevant” is meant to convey similarity in subject matter, dollar value, complexity, and magnitude. This includes experience obtained through government contracts or corporate clients providing similar service.

Offerors shall provide a summary of the most relevant three (3) contracts performed by the proposed prime contractor and one (1) similar contract performed by each subcontractor or teaming partner during the last three years (as of the RFP due date) consistent with all task areas (or appropriate task areas for each subcontractor or teaming partner) detailed in the Task Order.

PAST PERFOMANCE

REFERENCE INFORMATION

CONTRACT X

Contractor Name Contract Title Customer Government Agency/Organization

Contract and Task Order Numbers Total Contract Value Total Obligations to date Allocation of Contract if a Subcontractor

Contract Type (e.g., FP, T&M, LH, CR)

Period of Performance Current Contract Status (e.g., Completed, In Progress)

Customer Reference Name Customer Reference Phone Number

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Customer Reference e-mail Address

Customer CO Name Customer CO Phone Number Customer CO e-mail Address Brief Contract Description Brief Narrative Identifying why the Contract is Relevant to the Performance Areas of this Solicitation

Offerors shall use the PBGC Past Performance Questionnaire (Attachment G) to solicit past performance information from their customer references. The following process is to be followed to ensure the completed PBGC Past Performance Questionnaires are provided to the CO for the past performance evaluation.

Offerors are to complete Part I of the PBGC Past Performance Questionnaires for their customer references. Offerors are to provide the PBGC Past Performance Questionnaires to their customer references, requesting that they complete Part II of the Questionnaire and e-mail the completed Questionnaire directly to the PBGC CO and designee listed in L.1.4 step 4 (not to the offeror) as soon as possible, but prior to the proposal due date. Offerors shall instruct their customer references to include the RFP number listed in block 5 of the Standard Form 1449 in the subject of their e-mails to the CO and designee.

L.1.11 PRICE/BUSINESS (VOLUME II)

The Offeror shall provide a complete Price Proposal and a complete Section K (Certifications and Representations) in accordance with the solicitation. The Offeror's Price/Business volume, must include the following items/documents:

(a) The Proposal Form, SF 1449, "Solicitation, Offer and Award." The Proposal Form is to be executed fully and used as the cover sheet (or first page) of this volume. The person signing the Proposal Form must have the authority to commit the Offeror to all of the provisions of the proposal, fully recognizing that the Government has the right, by terms of the solicitation, to make an award without further discussions.

(b) Offer Validity Statement – The Offeror shall make a clear statement that the proposal is valid for no less than 120 calendar days from the closing date of the solicitation.

(c) The Offeror's Representations, Certifications, and Other Statements of Offerors (Section K) are to be completed and included in this volume.

(d) Existence or appearance of potential conflicts of interest. Offerors must disclose to the Contracting Officer any personal or business relationships with Government personnel, or

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financial interests, which could present the appearance of an existing or potential conflict of interest. Failure to do so, if such become known by other means could result in a determination of non-responsibility prior to award, or termination of the contract after award.

(e) The Pricing section of the proposal shall consist of two separate Parts –Part A & Part B. Part A shall provide a completed Section B, “IDIQ Pricing Schedule” for the Base Year plus all four Option Periods in accordance with the template provided in Section B of the RFP. Part B shall provide a completed Section B “Task Order #1 Pricing Schedule” for the Base Year plus all four Option Periods in accordance with the template provided in Section B of Task Order One.

Failure to complete the entire Section B, inconsistency between Section B rates and the pricing rates will render the pricing proposal unacceptable.

The proposed labor rates shall be evaluated but not scored. The price evaluation will determine whether the proposed prices are complete and fair and reasonable in relation to the labor categories proposed and the solicitation requirements. Proposed prices must be entirely compatible with the technical proposal.

The offerors proposed rates will also be considered in the context of price risk and affordability.

In this context, price risk is the Government’s level of confidence of the offerors ability to perform as proposed based on:

a) The rate information provided by the offeror and gathered from other sources

b) The completeness of the offerors rate documentation and traceability to the offerors proposal

c) The reasonableness and realism of the offerors proposed rates

d) The degree of stated or implied cost risk passed to the Government

e) The offerors financial capability to execute the contract

Pricing information shall include:

Part A: IDIQ Pricing Response

The FOSS IDIQ itself will not carry any costs but will dictate the overall pricing for Task Orders issued against it. For all periods of performance of the IDIQ, please provide proposed prices.

These prices will form the basis of all pricing for task orders issues against the IDIQ for the life of the contract and resulting Task Orders. A pricing template is provided in Section B representing minimum information required by offerors.

Pricing information for each location must include

• Labor category title

• Fully burdened hourly rate (for Govt.-site provided)

• The cost of the Program Manager and Administrative Assistant are not identified as direct bill labor categories but should be included in the general and administrative or overhead expense.

• Other Direct Costs are estimated.

Part B: Task Order One Pricing Response

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The offeror shall propose pricing for conducting work under the task order and reflect the pricing in the overall IDIQ pricing response from Section B Pricing Schedule. Discounted Task Order prices are allowed and encouraged. A pricing template is provided, representing minimum information required by offerors.

Pricing information must include:

• Labor category title

• Fully burdened hourly rate (for Govt.-site)

For the firm fixed price CLIN, the offeror shall provide detailed information for the basis of the pricing to be used for evaluation purposes only.

L.1.12 SMALL BUSINESS PARTICIPATION (VOLUME III):

L.1.12.1 The small business participation factor, as used in this solicitation, assesses the offerors plan to maximize opportunities for small business in the performance of the solicitation requirements.

L.1.12.2 Definitions:

• Participant, as used in this factor, includes the offeror as well as any subcontractor.

• Participation, as used in this factor, includes the work (dollars) performed by the offeror, as well as the work (dollars) of any subcontractor.

• Recent, as used in this factor, is defined as any contract action where services or deliverables were performed or still being performed anytime within three (3) years of issuance of this RFP.

L.1.12.3 STRICT COMPLIANCE REQUIREMENT: THE OFFEROR SHALL SUBMIT

THE FOLLOWING DOCUMENTATION, OR ITS PROPOSAL WILL BE REMOVED

FROM FURTHER CONSIDERATION AND WILL NO LONGER BE ELIGIBLE FOR

AWARD:

The offeror’s proposal shall include a Contract Participation Matrix. The Contract Participation Matrix shall identify:

• Each proposed participant, including:

o Full Company Name o CAGE Code o DUNS Number o Each Socio-Economic Category for which the participant qualifies, i.e., Small

Disadvantaged Businesses (SDB), Women Owned Small Businesses (WOSB), HUBZone certified Small Businesses (HUBZone), Veteran Owned Small Businesses (VOSB), or Service-Disabled Veteran-Owned Small Businesses

(SDVOSB).

o Total Dollars allocated to the participant.

• The total dollars proposed to each category (Small Businesses (SB), SDB, WOSB, HUBZone, VOSB, SDVOSB, and Other than Small

• The total participation dollars (total dollars proposed to Small Businesses + total dollars proposed to Other than Small Businesses).

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• The percentage of participation (goal) for each socio-economic category.

Note: Small Business participation shall include total dollars allocated for the business in each category for which the business qualifies. For example, if the offeror allocates $100 to a HUBZone-certified SDVOSB, the offeror would include $100 in the SB category, $100 in the HUBZone category, $100 in the SDVOSB category, and $100 in the VOSB category.

L.1.12.3 The offeror shall provide the written certification of size and socio-economic status for each small business subcontractor proposed for this procurement. The offeror may, but is not required to, provide a copy of the System for Award Management (SAM) certifications for clause 52.219-1, Small Business Program Representations in lieu of written certifications.

However, for HUBZone certified subcontractors, the offeror shall provide evidence of HUBZone certification using one of the methods in FAR clause 52.219- 8(d)(2). The written certifications shall match the size and socio-economic status identified in the Contract Participation Matrix for each subcontractor.

L.1.12.4 The Offeror shall provide documentation demonstrating the offerors commitment to small business. This documentation shall also address historical small business performance.

L.1.12.5 The offeror also may submit bilateral teaming arrangements, or any other documentation the offeror feels demonstrates a commitment to small business. The offeror’s submission should also explain how the documentation demonstrates a commitment to small business.

L.1.13 SMALL BUSINESS SUBCONTRACTING PLAN (VOLUME IV)

L.1.13.1 Note for other than small businesses ONLY. Separate from Small Business Participation, other than small business offerors shall also submit a Small Business Subcontracting Plan as required by FAR 19.7 (FAR clause 52.219-9, Small Business Subcontracting Plan). The Small Business Subcontracting Plan shall be consistent with proposed small business participation. The subcontracting plan shall be submitted in Volume IV.

L.1.13.2 The offeror’s proposal shall also provide evidence supporting the offeror’s commitment to small business and information on its historical small business program utilization. This information shall address:

• Compliance with all terms and conditions of FAR 52.219-8, Utilization of Small Business Concerns (when required on recent contracts). This shall include procedures established to ensure timely payments to small business subcontractors. This clause is normally in most Federal contracts and is also applicable to small businesses. If not required in any recent contracts, the offeror shall so state.

• Compliance with terms and conditions of FAR 52.219-9, Small Business Subcontracting plan (when required on recent contracts). If not required in any recent contracts, the offeror shall so state.

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• Actual small business utilization compared to small business participation goals identified in the approved subcontracting plan for each recent contract that included a subcontracting plan. Offerors shall identify the date of the last Individual Subcontracting Report (ISR)/Summary Subcontracting Report (SSR). Offerors shall address achievement on each individual goal stated within the subcontracting plan including good faith effort if the goal was not achieved. If not required in any recent contracts, the offeror shall so state.

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