Advisory_Multi-Step_FBO_Notice_-_FOSS.pdf

1. Description This Advisory Multi-Step (AMS) related to the Pension Benefit Guaranty Corporation (PBGC) Field Office Support Services (FOSS), is issued under the authority of FAR 15.202, Advisory Multi-Step Process.

2. Introduction The objective of this effort is to obtain contractor benefit administration support services via a single-award, indefinite delivery/indefinite quantity (IDIQ) contract.

3. FOSS Scope The contractor shall provide all full and part-time personnel, supervision, and quality assurance to perform the services listed below. The primary objectives of this requirement are to provide customer-focused benefit administration services to PBGC customers, efficiently, effectively, and in compliance with established PBGC procedures. The contractor shall have the flexibility to utilize staff across all the locations to accomplish the work according to specified timeframes and to meet applicable quality standards.

The contractor shall provide the following services:

• Benefit Administration, Document Management, and Records Management (5.1)

• Administrative Support and Document Intake (5.2)

• Database Building Support (5.3)

• Data Analytics, Process Improvement, Process Automation (5.4)

• Customer Contact Center (5.5)

• Enhanced Participant Locator (5.6)

Detailed descriptions can be found in the attached Draft PWS.

4. Advisory Multi-Step The AMS process is conducted to allow potential prime contractors to submit qualifying documentation demonstrating corporate qualifications that will allow the Government to advise them about their potential to be viable competitors for the FOSS acquisition. This AMS process asks potential interested offerors to submit limited information that focuses on the offeror's (1) corporate capability, and (2) corporate experience.

The Government will evaluate all responses in accordance with the following criteria and advise each respondent in writing either that it will be invited to participate in the resultant acquisition or, based on the information submitted, that it is unlikely to be a viable competitor (including a general basis for that opinion). Notwithstanding the advice provided by the Government, offerors identified as unlikely to be viable competitors as prime contractors may still participate in the resultant acquisition. The AMS process is entirely independent of the source selection process for the FOSS awardee. While the outcome of the AMS process does not preclude any interested offeror from submitting a proposal under the FOSS Solicitation, offerors who are determined to not be viable are suggested to consider teaming or subcontracting with another viable offeror.

Also, participation in this AMS is not a requirement to be eligible for consideration under the

FOSS Solicitation.

In the interest of promoting small business participation and teaming arrangements, the Government intends to publish the list of potential offerors (the company identified as the prime) determined to be viable to compete under FOSS and invited to participate in the resultant acquisition. The list will be published on the FedBizOpps website as identified below upon release of written notifications of the results of the AMS evaluation. If an offeror does not wish to be published in this list of viable offerors, it must state so in its AMS submission.

5. Submission Instructions

5.1 References

To obtain further information regarding FOSS, view all the documents (e.g., Draft PWS and Reference Publications) attached to this notice.

5.2 Format for Submissions

Potential prime contractors are requested to provide the information outlined below. Information beyond that requested or beyond page limitations set forth is neither desired, nor will it be considered in the assessment.

All page limitations are based on single sided pages, 8.5 x 11 inch paper, single spaced, Arial typeface no smaller than 12-point (smaller fonts are acceptable for graphics, figures, tables, footnotes and legends), 1 inch margins.

Costly, complex presentations are neither required nor desired.

5.2.1 Submission Date, Time and Location

Electronic submissions should be received no later than 5:00 p.m. Eastern Standard Time on 16 August 2018 at the following email addresses:

swart.dan@pbgc.gov mcfarlane.patrick@pbgc.gov

5.3 Content Requirements

All submissions must include the information described in Sections 5.3.1 through 5.3.2 below.

Note that content which exceeds the specified page limits may not be considered by the Government in conducting the AMS viability assessment.

The response must be sufficient to permit an assessment of each criteria.

5.3.1 Corporate Capability

Provide a corporate capability statement discussing why your company/team is well qualified to perform on the FOSS acquisition to include topics such as but not limited to: each task area under the IDIQ PWS Section 5, managing teams in geographically separated locations, change management, major contract transition efforts, organizational structure, management philosophy, team management, corporate certifications, and tools (e.g. systems, facilities, training plans, etc.). Indicate business size (i.e., large business, small business), in accordance with the assigned NAICS code, 524292).

***Page limit for this section is not to exceed four pages.***

5.3.2 Experience

Identify up to three recent contracts performed by the potential prime contractor and major subcontractors for large award IDIQs, contracts for task areas and work found in Section 5 of the Draft PWS, and/or similar in scope and complexity to FOSS. Recent project/contracts are defined as prime contracts, task orders, delivery orders, or subcontracts where services or deliverables were performed or still being performed anytime within three years of issuance of this AMS.

a) For each identified contract, provide the following (this information may be provided in table format):

Contract number Contract name Contract type Type of service (DME, O&M, or advisory/consulting) Performance based (Y or N) Total contract value Total obligation amount to date Status on contract (prime or subcontractor).

If work was performed as a subcontractor, identify the percentage of work performed that is similar to the FOSS scope of work.

Summary of the contract (include depth and breadth of the work performed relevant to FOSS to include performance measures, innovative approaches, major accomplishments, )

b) For performance-based contracts, provide three performance requirement standards (PRS) that have been applied to the identified contracts. The response should be specific and show the target standard and performance threshold that are set forth under the applicable contracts as well as method of surveillance. Explain how the PRSs are tied to the achievement of the clients' underlying business/mission objectives.

c) While the primary objective of this section is to understand the potential prime contractor and major subcontractor's experience with contracts of similar scope and complexity to FOSS, the Government may also utilize the Past Performance Information Retrieval System (PPIRS) to identify any adverse past performance issues that might indicate increased viability risk.

***Page limit for this section is not to exceed six pages.***

6. Evaluation of the AMS Submissions The Government will evaluate viability based an assessment of the following criteria:

Corporate Capability Corporate Experience

7. Disclaimer This notice does not constitute a solicitation. Potential offerors are solely responsible for all expenses associated with responding to this notice and will not be reimbursed by the Government.