FOSS_RFI_Q&A.xlsx

XLSX spreadsheet 41 KB Posted Oct 10, 2018

Attached to: Field Office Support Services Federal contract opportunity
Solicitation number: 16PBGC19R0002
Issued by: Pension Benefit Guaranty Corporation

About this file

Written by GovTribe AI · Dec 31, 2023

This document is a request for information notice issued by the Pension Benefit Guaranty Corporation for a future field office support services contract. The notice seeks market research feedback on a draft performance work statement for benefit administration, document management, records management, administrative support, database building support, data analytics, process improvement, automation, and customer contact center services. An advisory multi-step process will allow potential prime contractors to submit qualifications for the single-award, multi-year indefinite delivery/indefinite quantity contract anticipated for award in March 2019. The estimated value includes benefit administration at locations in Richmond Heights, Miami, Delaware, and Washington D.C., document intake and records management in Washington D.C., and database support and data analytics. Incumbent contracts in these areas will be consolidated under the new award. Interested parties are requested to review attached documentation and provide any recommendations to improve the potential solicitation using an attached response spreadsheet. The notice does not constitute a procurement commitment and the government assumes no costs from respondent information.

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Other files for this federal contract opportunity

Other files attached to Field Office Support Services, newest first.
File	Type	Posted
16PBGC19R00020005_FOSS.pdf	PDF	Nov 14, 2018
16PBGC19R00020004_FOSS_Amendment_0004.pdf	PDF	Nov 9, 2018
FOSS_Amendment_0003.pdf	PDF	Nov 7, 2018
Q&As_Additional.xlsx	XLSX spreadsheet	Oct 26, 2018
Attachment_L-_Supplemental_GFE_.pdf	PDF	Oct 26, 2018
Attachment_M-_Wage_Determinations.pdf	PDF	Oct 26, 2018
16PBGC19R00020002_FOSS.pdf	PDF	Oct 26, 2018
Section_B_-_IDIQ_Pricing_Schedule_Tracked_Changes.pdf	PDF	Oct 23, 2018
16PBGC19R00020001_FOSS.pdf	PDF	Oct 23, 2018
Section_B_-_Task_Order_1-_Benefits_Administration_Tracked_Changes.pdf	PDF	Oct 23, 2018
Attachment_A_-_Historical_Workload_Tracked_Changes.pdf	PDF	Oct 23, 2018
Section_L_-_Instructions_Tracked_Changes.pdf	PDF	Oct 23, 2018
Attachment_K_-_Task_Order_One_Request_for_Task_Order_Proposal_(RFTOP).pdf	PDF	Oct 23, 2018
Attachment_A_-_Historical_Workload.pdf	PDF	Oct 23, 2018
Section_M_-_Evaluation_Criteria_Tracked_Changes.pdf	PDF	Oct 23, 2018
Section_C_-_IDIQ_PWS_Tracked_Changes.pdf	PDF	Oct 23, 2018
Q&As_-_FOSS_RFP_16PBGC19R0002.xlsx	XLSX spreadsheet	Oct 23, 2018
Attachment_I_-_Customer_Contact_Center_Standard_Operating_Procedures_(SOP).pdf	PDF	Oct 10, 2018
Attachment_B_-_OBA_Operations_Manual.pdf	PDF	Oct 10, 2018
Attachment_J_-_OBA_Policy_Manual.pdf	PDF	Oct 10, 2018
Attachment_B_-_OBA_Operations_Manual.pdf	PDF	Oct 3, 2018
Attachment_G_-_Past_Performance_Questionnaires.docx	DOCX document	Oct 3, 2018
Attachment_E_-_Glossary_of_Systems_Applications_and_Tools.pdf	PDF	Oct 3, 2018
Attachment_K_-_Task_Order_One_-_Benefits_Administration.pdf	PDF	Oct 3, 2018
Attachment_F_-_Resume_Format.pdf	PDF	Oct 3, 2018
Attachment_D_-_Benefit_Payment_Recovery_Standard_Operating_Procedures_(SOP).pdf	PDF	Oct 3, 2018
Attachment_C_-_Document_Management_Center_Standard_Operating_Procedures_(SOP).pdf	PDF	Oct 3, 2018
Attachment_A_-_Historical_Data.pdf	PDF	Oct 3, 2018
Attachment_H_-_Excel_Spreadsheet_for_Offeror_Questions_to_RFP.xlsx	XLSX spreadsheet	Oct 3, 2018
16PBGC19R0002_FOSS.pdf	PDF	Oct 3, 2018
RFI_Response_-_FOSS.xlsx	XLSX spreadsheet	Aug 16, 2018
Section_C_Att._B-_Glossary_of_Systems__Applications__and_Tools.pdf	PDF	Jul 27, 2018
Section_H_-_Labor_Category_Requirements.pdf	PDF	Jul 27, 2018
Section_B_and_C_-_Task_Order_1-_Benefits_Administration.pdf	PDF	Jul 27, 2018
Advisory_Multi-Step_FBO_Notice_-_FOSS.pdf	PDF	Jul 27, 2018
Section_C_-_Final_Draft_IDIQ_Requirement.pdf	PDF	Jul 27, 2018
Section_M_-_Evaluation_Criteria.pdf	PDF	Jul 27, 2018
RFI_Response_-_FOSS.xlsx	XLSX spreadsheet	Jul 27, 2018
Section_C_Att._C-_Resume_Format.pdf	PDF	Jul 27, 2018
Section_C_Att._A_Historical_Workload.pdf	PDF	Jul 27, 2018
Section_B_-_IDIQ_Cost_Tables.pdf	PDF	Jul 27, 2018
Section_L_-_Instructions.pdf	PDF	Jul 27, 2018

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Sheet1

IDIQ / Task Order	Section	Document	Line Number	Feedback or Question	PBGC Response
IDIQ	B	Cost Tables		There are no Bilingual Supervisors or Quality Assurance Managers in the cost tables nor in Section H. Given the bilingual requirement, will the Government consider adding these labor categories?	See updated Labor Cost Tables and Section H.
IDIQ	B	Cost Tables		The B table for the CCC does not include any bilingual level 1 agents. Would it be appropriate to include this labor category in the requirement?	See updated Labor Cost Tables and Section H.
IDIQ	B	Cost Tables		It appears that pricing for task 5.1 and 5.3 are assigned to the IDIQ Cost Table Labor Hour CLINs. Additionally, it appears that pricing for tasks 5.2, 5.4 and 5.6 are assigned to CLINs 0052001, 0054001 and 0056001. However, task 5.5 (Customer Contact Center) does not appear to be assigned to any of the CLINs with the Task Order Cost table. Are all of the statements above correct? If so, what is the pricing mechanism for task 5.5?	Yes, task 5.5 is not a part of the task order. The pricing mechanism is labor hour starts on page 13 of the IDIQ RFP - CLINS X0055001OH - X0055008OH
IDIQ	B	Cost Tables	N/A	The call center is added to the work hours for DC, but there are no surge hours. The call center typically requires surge support during certain events, such as during tax periods. Does the Government intend to include surge support hours in the final RFP?	No, surge hours for the call center will not be included in DC.
IDIQ	B	Cost Tables		The B table for Richmond Heights and for Washington DC both appear to include labor categories and hours for the CCC. At which location does the Government intend to staff the CCC?	Alternative locations for the CCC will be addressed at the task order level.
IDIQ	B	Cost Tables		The Quality Assurance Specialist category listed under the Surge CLIN is not specified for the CCC; however, the labor category description suggests that it would be. Does the Quality Assurance Specialist category in the surge CLIN pertain to the CCC?	Yes, the Quality Assurance Specialist only pertains to the CCC.
IDIQ	B	Cost Tables		Is it correct that all contractors are expected to bid the NTE amounts shown for CLINs XX52001, XX54001, XX56001, and XXODC?	The cost table at the IDIQ level has been updated to reflect that CLINs XX52001 are fixed price. XXODCs should not be bid upon; instead, the ceiling for the ODC CLINs has been set by the Agency.
IDIQ	B	Cost Tables		How will work be awarded under the Firm Fixed Price CLINs XX52001, XX54001, and XX56001 since the amounts shown are NTE amounts, but these items are identified as Fixed Price?	Section xx52001 is included in Task Order 1, which will be firm-fixed price. Task Orders for xx54001 and xx56001 may be awarded in the future and will be firm-fixed price.
IDIQ	B	Cost Tables		Under section 1.2, it states, “PBGC intends to make a single award indefinite-delivery indefinite-quantity (IDIQ) contract with Firm Fixed Price, Time-and-Materials, or Labor Hour task orders.”

a. Which parts of the FOSS may be fixed price?

b. How will task orders be issued?	a. Any task order may be issued as firm fixed-price. Task Order 1 contains both firm fixed-price and T&M components. Please refer to pricing schedule in section B; b. Task order ordering procedures will be in section G of the final RFP.
	IDIQ	B	Cost Tables		On the incumbent FBA and PVA contracts, there have been separate labor categories for Supervisors and Team Leaders. Will the Government consider establishing seperate labor categories for these two positions?	In order to become more efficient and facilitate the consolidation of many contracts into one, the Government has consolidated similar labor categories. See the Introduction section of the RFP. Accordingly, we will not be adding a team leader category.
	IDIQ	B	Cost Tables		The labor categories in the Cost Tables do not align with the breadth of work performed under the Defined Benefit Support Services contract. What labor categories in the Cost Tables are anticipated to be used for this work when it transfers under the FOSS contract?	In order to become more efficient and facilitate the consolidation of many contracts into one, the Government has consolidated similar labor categories. See the Introduction section of the RFP.
	IDIQ	B	Cost Tables		The B table labor category for the CCC includes two Supervisors. Based on the size and complexity of the staff, would the Government consider adding a Supervisor in place of a Lead Agent 3?	Alternative stafffing approaches may be addressed at the task order level.
	IDIQ	B	Cost Tables		The cost tables do not include labor categories that are consistent with the categories that are currently used on the various incumbent contracts. Can the Government please provide a cross-walk from the existing categories to those shown in Section B and described in PWS Attachment H?	See labor category requirements in Section H.
	IDIQ	B	Cost Tables		The Cost Tables and associated Labor Category Descriptions (PWS Attachment H) do not provide for multiple levels of Benefit Administrators, which is customary on this type of contract. Will the Government consider creating a Junior, Mid, and Senior Level for this labor category?	See updated Labor Cost Tables and Section H.
	IDIQ	B	Cost Tables		Section B has specific labor category requirements per location. Is PBGC flexible as to the assigned location if market research determines limited labor availability in the proposed locations (ex: bilingual call center requirement)?	Because space is provided by the governnment, we have limited flexibility. However, we will consider alternative staffing plans if feasible.
	IDIQ	B	Cost Tables	NA	Can PBGC provide some clarification and/or additional information related to the site locations and hours as they related to Task Order 1 and the schedule for assuming work at various locations, such as:

Richmond Heights, OH - assume work at this location upon Task Order award and transition of Coraopolis to Richmond Heights within 3 months of Task Order award and assume select tasks performed at Washington, DC and Kingstowne, VA within 6 months of award- does the Base Year cost table for Richmond Heights reflect both the initial staffing and the relocation of staff from Coraopilis and from Washington and Kingstowne? Can PBGC provide the initial staffing allocations at both locations in order to better understand the staff transitioning from Coraopolis and Washington and Kingstowne?

Miami, FL - assume work by September 2019 - does the Base Year cost table for Miami reflect the work beginning after this transition?

Washington, DC - assume work in October 2019 and December 2019 - does the Base Year cost table for Washington, DC reflect the work beginning after this transition?

In addition, the cost tables for these locations in Task Order 1 do not match those from the IDIQ. Presumably because it reflects these transition activities but there is some ambiguity between the two cost models and the schedule of work transition that would be beneficial to the vendor if PBGC could clarify the relationship between staff at a location and the assumption/transition of work either at that location or two another location. See Task Order 1, Attachment - A.

Miami:Yes.

Washington DC: Yes, the cost table for Washington DC (0052001) reflects the fixed price work that will be transitioned, as described in 5.2 of the IDIQ and Task Order 1 section C.2.3.

The cost tables in the IDIQ and Task Order are not intended to match. The IDIQ includes all services across all potential task orders. Task Order 1 is only reflective of the services required under task areas 5.1 and 5.2.

IDIQ	B	Cost Tables	153 - 161	All Labor Category descriptions are not reflected in the pricing tables. What would be the location for the Consultant and Senior Consultant LC's?	Any task order will define the location. Task area 1 does not include the Consultant and Senior Consultant (that work is under task area 5.4). Vendors will need to submit pricing for all positions for each period of performance, which will be explained in the solicitation.
IDIQ	B	Cost Tables		Are costs under CLIN XXODC to be billed on a cost reimbursable basis, including the contractor's normal indirect load for ODCs?	ODCs are to be billed on a cost reimbursable basis, but may not include any indirect load.
IDIQ	B	Cost Tables		Section B - Offers no provisions for overtime . Is it intended that all positions are exempt?	Overtime is not authorized under this contract.
IDIQ	B	Cost Tables		Section B has specific labor category requirements per location. Is PBGC flexible as to the assigned location for critical management?	Cost tables have been updated to remove the Program Manager (critical position.) See new language under the section 12.4.1 along with language added to cost tables. Program Manager will be an indirect bill with an unspecified location.
IDIQ	B	Cost Tables		Per the Cost Tables, the Program Manager will be located at the Richmond Heights facility. Will the PBGC IDIQ and/or TO COR also be located at the Richmond Heights facility?	No.
IDIQ	B	Cost Tables		Since staff will be located at Richmond Heights, Miami, Delaware, and Washington DC, will the Government allow the Program Manager to be assigned to a site such as Washington DC, which is more centrally located to all sites and directly accessible to the PBGC Program Office staff for coordination across all task areas?	Yes.
IDIQ	B	Cost Tables		Since the Program Manager III will be overseeing all task areas, will the Government consider having this labor category allocated across all task areas as an indirect cost, as opposed to just charging to Richmond Heights as a direct billable labor category? Although the Program Manager III would be an indirect allocation, this position would still be required as key personnel.	Cost tables have been updated to remove the Program Manager. See new language under the section 12.4.1 along with language added to cost tables. PM will be an indirect bill with an unspecified location.
IDIQ	B	Cost Tables		There are no Quality Assurance Managers nor Quality Assurance Specialists assigned to Richmond Heights, Miami, or Delaware, yet the PWS at Lines 125-129 and 324-335 requires the contractor to perform quality control and to include a Quality Control Plan as part of its proposal. Will the Government consider adding Quality Assurance Managers and Quality Assurance Specialists to these CLINs? If not, under what current labor categories does the Government expect the Quality Assurance Manager and Quality Assurance Specialists to bill their time?	The Benefits Administrator labor category(s) are considered broad enough to include these functions. The contractor may designate staff to perform these functions as described in the labor categories.
IDIQ	B	Cost Tables		Is PBGC planning to specifically identify all labor categories covered under SCA?	Only the Administrative Assistant is covered under SCA.
IDIQ	B	Cost Tables		For each labor category covered under the SCA, does the offeror need to consider future wage determination increases (wages and H&W) in its pricing of option years' labor hours?	See FAR 52.222-43 incorporated by reference IAW FAR 52.212-5 of the RFP.
IDIQ	B	Cost Tables		To ensure consistency in staffing, pay rates, and compliance with the Service Contract Act (SCA), particularly with respect to the right of first refusal (see FAR 52.222-17), will the Government please identify all labor categories that are currently filled by staff covered under the SCA Wage Determinations and identify the WD category and number of staff currently employed in these labor categories for each geographic area/CLIN?	This information will be provided at the time of award.
IDIQ	B	Cost Tables		The Service Contract Act requires that employers recognize years of service on the contract for all Wage Determination employees. For pricing purposes, will the Government please provide a breakdown of the number of staff by labor category, WD category, and contract hire date or estimated years of service as of the contract award date?	This information will be provided at the time of award.

IDIQ	B	Cost Tables	N/A	There are no surge hours for Level 1 agents at Richmond Heights. Is this correct?	See updated Labor Cost Tables and Section H.
IDIQ	B	Cost Tables		Is there a reason why only One Technical Support position is required for each location?	We believe the total number of Technical Support positions allocated to the contract are sufficient. We are willing to revisit later if necessary.
IDIQ	B	Cost Tables		There is no apparent pricing mechanism with the IDIQ/Task order Table to address the costs related to FOSS Transition In/Out.	There are sufficient hours available to support in/out transition, although they are not in a separate CLIN.
IDIQ	B	Cost Tables	Base Year	There are no separate CLINs for transition-in activities. Will transition-in costs be billed under the first Task Order?	Yes. There are sufficient hours available to support in/out transition, although they are not in a separate CLIN.
IDIQ	B	Cost Tables	N/A	Per the TO PWS, the Delaware FBA will be incorporated into the Richmond Heights location upon mutual agreement with the contractor, but no later than February 2021. The IDIQ cost tables still show hours for Delaware through OY2 (3/2022) and no hours in OY3 and OY4. This appears to be inconsistent with the TO PWS. In addition, there is no corresponding increase in work hours for Richmond Heights to accomodate the transfer of Delaware work. Is this correct?	There is a corresponding increase in Ohio to accommodate the Delaware work in OY1. There are hours in both Ohio and Delaware for OY1 and OY2 to serve as a transition period.
IDIQ	C	PWS	Page 16	Rows 3 and 4 of the table, Grade of Service and Average Speed of Answer, appear to measure the same metric, with different AQLs (one says calls answered in 20 seconds, the other says 30 seconds). Would PBGC please clarify?	See the footnote added to the Performance Requirement Summary table in IDIQ section 11.
IDIQ	C	PWS	209-216	This section talks to performing the recovery of payments. Will ARES be available to the contractor to process recovery payments?	Yes, system access will be available to staff who need it to perform their work.
IDIQ	C	PWS	105	Can PBGC provide additional details on the type of calls to Tier 1 that are handled by Tier 1 and those that are forwarded to Tier 2?	Tier 2 calls are described in section 5.1.1.1 of the IDIQ.
IDIQ	C	PWS	296	Will the vendor be required to assume operational control of the Tier 1 customer contact center upon contract award? Or will this task be required in the later years of the contract period of performance?	No, tasks assigned to task area 5.5 (Customer Contact Center) are not part of Task Order 1. In the IDIQ, we included the potential transition of these services in Option Year 2.
IDIQ	C	PWS	646	Are security clearances required for staff?	Yes.
IDIQ	C	PWS	74	Please provide a list of those contact centers which will eventually be consolidated into the system.	See Section C, Attachment A, Incumbent Contract Information table.
IDIQ	C	PWS		Under this contract, will there no longer be a need for a COOP?	There is no need for a physical COOP site or any dedicated COOP personnel resources under this contract.
IDIQ	C	PWS	114	It is our understanding that PBGC is evaluating CRM products that may result in the implementation of a new CRM product most likely during the period of performance of FOSS. How will PBGC handle this new implementation in terms of contractor training and transition of information into a new solution?	PBGC will provide training for new software and software enhancements.
IDIQ	C	PWS	59	What technology(ies) are used for the database support?	Please refer to modified IDIQ RFP section 5.3.
IDIQ	C	PWS		Are the Data Specialists, Data Analyst and Records Management Analyst positions intended for the Database Building Support listed in the FOSS Scope?	The solicitation has been updated to remove the requirement for Records Management Analyst. The Data Specialist and Data Analyst pertain only to section 5.3, and may be awarded under a separate task order.
IDIQ	C	PWS	456	When is the expected award date of the contract?	Projected award date is early Spring 2019.
IDIQ	C	PWS	456	When is the expected start date of the contract?	Projected award date is early Spring 2019.
IDIQ	C	PWS	140	When eCARFs are submitted by the CCC/FBA/PVA community, they are forwarded to a processing stage in SharePoint for a quality review prior to submitting the transaction to PLUS (State Street Corporation's paying agent system). Will this requirement be part of the new contract?	Yes.
IDIQ	C	PWS	264	The PWS calls for the assignment of 3 Supervisors and 17 General Clerk IIIs at Washington DC headquarters to perform incoming mail processing, scan/upload, and administrative support. Please confirm that it is the Government's intent that this work will be proposed as Fixed Price under CLIN0052001?	Yes, this will be fixed price.
IDIQ	C	PWS	264	The 3 Supervisors and 17 General Clerk III staff do not appear to be included in Section B, or if they are included, what are the labor categories in Section B that correspond with the 3 Supervisors and 17 General Clerk IIIs? Do these number of FTEs correspond with the current support levels being performed today, and if not, what changes are accounting for the expected variance in staffing levels?	See revised IDIQ section 5.2. The work is expected to be firm fixed price.
IDIQ	C	PWS	536	Other than the Program Manager, are there any other key personnel positions required for this contract?	At the IDIQ level, the Program Manager is the only key personnel. However, for Task Order 1, key personnel are Program Manager, Project Manager, Assistant Project Manager and Technical Support Assistant. Subsequent Task Orders may require additional key personnel.
IDIQ	C	PWS	640	Is there a facility clearance requirement for this contract?	The work will be performed at government facilities.
IDIQ	C	PWS	403	Will there be any work permitted on Contractor Owned facility(ies) or will this work be performed on government-site locations?	The work will be performed at government facilities.
IDIQ	C	PWS		The draft rfp states the work currently performed in Coraopolis, PA and Wilmington, DE will transition to Richmond Heights, OH and Miami, FL within certain timeframes. To ensure a successful consolidation, it is important to consider certain factors such as personnel resources, cost of resources, availability of additional personnel resources, weather impact, cost of facility, loss of knowledge capital and historic performance. 1. What were the factors used to identify the offices selected for elimination? 2. Would the government entertain alternate suggestions for the two operations?	1. The main factors used to identify the future offices were: a) availability of affordable real estate; b) availability of personnel; and c) efficiency of current operations.

2. Because space is provided by the government, we have limited flexibility. However, we will consider alternative locations if feasible.

IDIQ	C	PWS	200	Are the staff hours for assuming this work identified in the IDIQ cost tables or will that be a separate task order with identified LOE near the end of the current Tier 1 contract?	The hours in the IDIQ cost table reflect the hours needed to transition and perform the work.
IDIQ	C	PWS	267	Does PBGC anticipate receiving and processing incoming mail at the Richmond Heights location, at the Kingstowne location, or both?	Incoming mail will be processed at Kingstowne for a period of time, and them move to DC.
IDIQ	C	PWS	83	It would be helpful if PBGC can provide the OBA Operations Manual, hard copy or electronically, for bidders to review to provide a more thorough understand of the current requirements for each work activity.	See Attachment B of the RFP.
IDIQ	C	PWS	80	Will PBGC be providing the OBA Operations Manual as part of the final RFP?	See Attachment B of the RFP.
IDIQ	C	PWS	646 -653	Will the PBGC provide onsite fingerprinting and badge activation for high volume and surge staffing requirements?	PBGC will provide equipment and training for contractor staff to perfom fingeprinting and PIV card activation. See Section 5.1.5.
IDIQ	C	PWS		Plan closing is an activity that has been performed by the FBAs but is not listed in the IDIQ PWS. Will FOSS be responsible for plan closing activities? If so, under which PWS section will this be handled?	It will include some plan closing activities, but not what is currently outlined in Process 22.
IDIQ	C	PWS	277	Does the 5.2.3 requirement include the post scan committal verification of scanned documents?	Yes.
IDIQ	C	PWS	21	What federal contract vehicle will be used for this procure these services?	The RFP is solicited as Full and Open Competition.
IDIQ	C	PWS	99	Will the contractor be responsible for all costs associated with staff relocating from one location to another, assuming an individual is interested in relocated, or will PBGC reimburse the contractor for those costs?	The contractor will be responsible for all costs associated with staff relocations.
IDIQ	C	PWS	175	Will remote scanning support be required for Data Collection?	Yes, see revised IDIQ section 5.1.2.1.
IDIQ	C	PWS	125-129	Is technical proficiency part of the soft skills scoring, or is it measured separately? If measured separately, how will it be monitored by PBGC?	It is measured separately. Government monitoring will measure technical proficiency. Michelle to add monitoring language. See 5.1.1.4
IDIQ	C	PWS		Under the telecommute policy, are there any specific restrictions that a contractor should be aware of?	Yes, the work must be portable and contractors must be aware of the need to protect PII and safeguard PBGC resources. To protect PII, printing outside of a PBGC- or federally-controlled facility is prohibited. See link to PBGC directives that are located on pbgc,gov website.
IDIQ	C	PWS	391	Would the customer consider a "Work at Home" model or a "remote support" option?	See Section 9 regarding the Place of Performance.
IDIQ	C	PWS	321	Can PBGC elaborate more on what third-party services are being provided today and what commercially available service is being used by PBGC?	PBGC currently uses a Commercial Locator Service and a skip locator. The contractor may propose tools not currently in use at PBGC, subject to review and approval by PBGC.
IDIQ	C	PWS	74	Would it be possible to provide a list of those 3rd party entities / groups, and systems which may be required to communicate with the FOSS team over the span of the contract?	This information will be provided at the time of award.
IDIQ	C	PWS	34-40	What transition period or overlap is being planned to permit a seamless turnover of work from each of the listed locations to Richmond Heights? With respect to work currently performed at Washington DC and/or Kingstowne, VA, what work will remain at these locations and what work will move to Richmond Heights?	Between 3 and 6 months has been accounted for in the labor cost tables as a transition period for work that is intended to move to a new location. All of the work described in task area 5.1 is expected to transition out of Washington DC to the Ohio location over time. All of the work in task area 5.2 is expected to remain in Washington DC. See revised Task Order 1, Attachment - A.
IDIQ	C	PWS		Transition Washington DC/Headquarters Work

a. Referencing 5.1.1.10 (Missing Participant and 5.1.4 Recovery, Pay Cycle Support, Prepare returned check reconciliation.) This requires access to Lock Box. Will this requirement be relocated to Richmond Hts.?

b. Recovery is involved. Is it expected that the Contractor handle tasks such as i.e. issuing subpoenas, researching joint accounts? a. There are no plans to move the Lock Box at this time.

b. Yes, contractors may be required to draft subpoenas and support the recovery function.

	IDIQ	H	Labor Category Requirements	72-73	Is it correct that Benefit Administrators can authorize payment without higher level approval? What are the thresholds for payment authorization?	BA-1s initiate payments, and BA-2s and above authorize payments. Thresholds are identified in the manual.
	IDIQ	H	Labor Category Requirements		There is a Bi-Lingual Level 2 Agent listed in Section B, Cost Tables, but there are no labor category requirements in Section H. Will the Government please include a Labor Category requirement for the Bi-Lingual Level 2 Agent, specifically any requirements associated with bi-lingual skills and/or verification of skills?	The government will not include a specific labor category for bilinguial Level 2 Agent. However, the current position requires bilinigual skills.
	IDIQ	H	Labor Category Requirements	153	Since the Consultant and Senior Consultant positions are not included in the T&M CLINs on the Cost Tables, are the Consultant and Senior Consultant positions to be billed as Firm Fixed Price under CLIN XX54001?	Yes.
	IDIQ	H	Labor Category Requirements	53	On the incumbent FBA and PVA contracts, there have been separate labor categories for Supervisors and Team Leaders, with the Team Leaders requiring less education and experience than the Supervisors. The requirements for Team Leaders currently assigned to the incumbent contracts are less than that stated in Section H and, therefore, incumbent staff may not qualify for the more stringent Supervisor requirements. Will the Government consider establishing a Team Leader category?	To streamline contract management, we have decided to consolidate similar labor categories. Accordingly, we will not be adding a team leader category.
	IDIQ	H	Labor Category Requirements		Program Manager III – This position requires a Bachelor’s degree. A Master’s degree or higher may be substituted for 2 years of experience. We would recommend i.e., 15 years of progressive experience be substituted for a degree.	See updated Labor Cost Tables and Section H for the Task Order.
	IDIQ	H	Labor Category Requirements	176, 206	The quality assurance labor category requirements are specific to the CCC, and no quality assurance staff requirements are provided for FBA operations. Would PBGC please clarify if the FBAs are to provide quality assurance staff?	Yes, the FBA/DMC are required to provide QA staff, but we are not providing a separate labor category. Contractor shall designate taff at the BA-2 level to perform QA functions.
	IDIQ	L	Instructions	222	What are the page limits (if any) for Volume IV - Small Business Participation?	There are no page limits for Volume IV - Small Business Participation.
	IDIQ	L	Instructions	60-62	Does PBGC require a separate reference matrix, or is it acceptable to reference the applicable sections of the solicitation in the section heading? If a separate matrix, is this exempt from page limitations?	If a cross reference matrix is included, it is exempt from page limitations
	IDIQ	L	Instructions	126, 217-220	The Small Business Subcontracting Plan is required in 2 volumes (Vol II and Vol IV). Is this correct?	See the updated instructions for the Small Business Subcontracting Plan and Small Business Participation Factors
	IDIQ	L	Instructions	112	Does PBGC mean to have a TOC from all four proposal volumes provided in the front of the Cost volume?	No
	IDIQ	M	Evaluation Criteria	76-80	The QC Plan may require significant page count. Would PBGC allow this to provided as an attachment to the technical proposal and outside of the 40-page limit?	The QC plan is part of the technical approach and will count toward the page limit.
	IDIQ	M	Evaluation Factors	87	It is expected that the Transition Schedule/Plan as required in Section M will be lengthy. Will the Government allow a detailed transition schedule to be included in the proposal as an appendix or attachment that is not included in the page count?	The Transition Plan is part of the technical approach and will count toward the page limit.
	IDIQ	M	Evaluation Factors		Section M states that relevant past performance "is defined as being of the same or similar scope, size, and value." Each of the incumbent contracts being rolled into the FOSS IDIQ contract is substantially smaller than the overall FOSS contract; however, incumbent contract experience would seem to be the most relevant experience for the FOSS contract. How does PBGC intend to evaluate the relevancy of Past Performance with respect to size and value for incumbent contracts with the same or similar scope of work?	Past Performance will be evaluated to determine the government's confidence in the offeror's ability to accomplish the work required by the PWS. Three past performance references that each demonstrate relevancy being similar in scope, size and value will provide the government greater confidence than three past performances that each do not demonstrate all aspects of relevancy. Also, the government will have low confidence in an offeror's ability to performance if each aspect of relevancy are not represented among the three past performance. In other words, if all three past performances are only similiar in scope but none are similar in size and value, the government will have a low confidence in the Offeror's ability to perform.
	IDIQ	M	Evaluation Factors	87	Is the Transition Plan intended to cover the initial transition of the task order (start-up at Richmond Heights and transfer of Coraopolis) or should it also address the transition of the additional work (i.e., DC HQ work and Kingstowne work) that is planned to transfer to the Task Order during the first six months of the Base Contract year?
	The Transition Plan should cover all events occurring during the base year of the contract.
	Task Order	B	Cost Tables	28	Currently, the work performed on the DRMS contract exceeds the hours identified on Section B. Is this correct?	The information provided in Section B is our best estimate of the projected workload after the contracts are consolidated.
	Task Order	B	Cost Tables		Project Manager II for Wilmington, DE - 520 hours is allotted for the base year, but Option Year 1 has 2,080 hours.
a. Why does PBGC drop the hours for the 1st year and then bring back up in the option year? This will have a major impact on institutional knowledge and personnel resources.	Labor Cost Tables and pricing schedules have been updated to reflect the appropriate period of performance for each location during the base year.
	Task Order	B	Cost Tables	28	The table at line 28 includes the Sarasota Field Benefit Administration contract. Per Section C, PWS, Line 32, the Sarasota office is scheduled to close in September 2018. Do the work hours at the other site locations include the hours required to perform the work that is currently performed at the Sarasota FBA?	The information provided in Section B is our best estimate of the projected workload after the contracts are consolidated.
	Task Order	B	Cost Tables		In Draft Task Order 1 it discusses the assumptions for FOSS transition effort. Is task order 1 the planned pricing mechanism for FOSS Transition In/Out activities? If not, what is the purpose of draft task order 1 and what will be the mechanism for pricing FOSS Transition activities (if any).	Yes, task order 1 includes the transtion-in effort as well as performance of the work.
	Task Order	B	Cost Tables		Per the PWS at line 25, work under IDIQ Sections 5.1.1.10 and 5.1.4 is expected to transfer to Richmond Heights within six months of Task Order award. What labor categories in the Task Order Section B cost tables are associated with this work?	See updated Labor Cost Tables and Section H for the Task Order.
	Task Order	B	Cost Tables	Option Year 2	There are no Labor Categories nor hours for Wilmington, DE in OY2 and beyond, and the hours for Richmond Heights for OY2 and beyond are not increased to consolidate the Wilmington, DE work at Richmond Heights. Is this correct?	No. Option Year 1 has added labor hours to Euclid to account for the Wilmington move.
	Task Order	C	PWS	1	This PWS covers portion of the ID/IQ Level of Effort. How many Task Orders does the PBGC anticipate releasing simultaneously on this contract?	We expect to issue Task Order 1 simultaneously with the IDIQ.
	Task Order	C	PWS	22	The Task Order states that work under IDIQ Section 5.2 performed at Washington DC/headquarters will transfer under the FOSS contract by incumbent contract expiration in October and December 2019. However, the incumbent contract for this work does not expire until June 2020. Please clarify what Washington DC/headquarters work is expected to transfer under the FOSS contract in October and December 2019?	Please refer to Task Order 1.
	Task Order	C	PWS		Assume Washington DC/headquarters work by incumbent contract expiration date in Oct. 2019-Dec. 2019. a. What current contract is this referring to and what will the scope of work entail?	Please refer to Task Order 1.

	Task Order	C	PWS		What specific work will be transferred from the “Washington DC/Headquarters to Richmond Heights?	See Task Order 1, Attachment - A
	Task Order	C	PWS		What work from Kingstown, VA will be transferred first, DMC or CCC?	DMC
	Task Order	C	PWS		The CCC work is slated for the third year of the contract, however, it states to transfer within 6 months of the award. Which timeframe is correct?	CCC work transfers in the third year. Please refer to Task Order 1.
	Attachments	A	Historical Workload	105 - PWS
38 - Customer Service, Retirement Application and Payment Information	In reference to Tier 1 calls transferred to the FOSS contractor that become Tier 2 calls, the PWS at line 105 identifies approx. 700 calls/day that are forwarded to the FBAs for resolution. Assuming 250 work days per year, this equates to 175,000 calls. Per the Historical Workloads, the number of incoming calls is 217,668 in FY 16 and 219,433 in FY 17. What accounts for the difference in call volume?	See updated Attachment A- Table 3 and revised PWS.
	Attachments	A	Historical Workload	28	The Document & Records Management Services contract ends on 6/30/2020. Does PBGC intend to roll this contract into the FOSS contract at that time?	Yes.
	Attachments	A	Historical Workload	28	We believe that the date identified for the CIT Inc. Customer Contract Center contract is the Award Date and not the Contract Expiration Date	IDIQ Attachment A has been updated with the correct date.
	Attachments	A	Historical Workload	28	Do any of the contracts have option years available that could cause/permit an extension to any of the Contract Expiration Dates?	We have not made specific decisions at this time.
	Attachments	A	Historical Workload	38	Will the Government please provide the workload data for each of the geographical sites?	See Attachment A- Table 2
	Attachments	A	Historical Workload	38	Is the workload data provided on this chart indicative of the workload data anticipated during the base year of the contract? If not, what are the estimates for the base year for each geographical site?	See updated Attachment A and revised PWS.
	Attachments	A	Historical Workload	38	How many plans and how many participants were handled in FY 16 and FY 17 at each of the geographical sites? Can the Government provide estimates for the Base Year of the contract for each site?	See Attachment A- Table 2
	Attachments	H	Labor Category Requirements	122 -151	The Data Specialist and Records Management Analyst minimum qualifications appear to be too restrictive in the designation of PBGC specific systems and/or the degree required to perform the role. Was this intended?	Requirements for Records Management have been removed & the Data Specialist labor category requirement has been changed to a Data Specialist Supervisor labor category, which is less restrictive.
	Attachments	H	Labor Category Requirements	122 - 139	Section H - Is the and Data Specialist and Data Analyst category intended to replace some of the Benefit Administrator position?	No. They are different task areas and different CLINS. The Data Specialist and Data Analyst are specifically assigned to TO 5.3 and are not the same people identified in TO 5.1.
	Attachments	H	Labor Category Requirements	All	Is PBGC willing to grandfather contract employees currently working in labor categories in which the RFI qualifications exceed the minimum qualifications of the current contracts (ex.Supervisor)?	No. The contractor personnel are required to meet the minimum requirements as stated in Section H. However, we have modified a few of the labor categories to accommodate this concern.
	Attachments	H	Labor Category Requirements	206 -214	Section H - Does not include the critical labor category function of Quality Assurance Specialist in the FBA, however, it is included as a labor category in the CCC is this intended?	Yes. The BA labor category(s) are considered broad enough to include this function. The contractor may designate staff to perform this task as described in the functions under the labor category.
	Attachments	H	Labor Category Requirements	86 - 91	For the SCA position identified as Administrative Assistant, is PBGC willing to reclassify this labor category due to the actual work and skills required being more appropriately aligned to a data and reporting analyst which is outside of the SCA?	The Administrative Assistant is defined in Section H and is not a data and reporting analyst.
	Attachments	H	Labor Category Requirements	41 - 61	Supervisor (BA) education and general experience minimum qualifications of 5 years supervising or leading teams with a degree appears to be almost identical to the APM. Was this intended?	Supervisor requirements have been revised. See revised Section H.
	Attachments	H	Labor Category Requirements	153 - 165	Several labor categories within Section H are not incorporated within Section B,Task order Cost Table including labor categories under the Customer Contact Center. Is it PBGCs intend to reconcile all labor categories within Sections B and H? If not, why not?	Not all labor categories will be awarded under the first task order.
	Attachments	L	Instructions	222	Request that PBGC allow a smaller font size for images, graphics and tables. Also request that cover letters, cover pages, TOC, attachments, not be included in any specified page limits in the final RFP.	Please adhere to the font size guidelines. Cover letters, cover pages, TOC, and attachments are not included in the page limits. See Section L.
	Attachments	L	Instructions	93	Some customer agencies may not/will not complete questionnaires if they have already completed a CPARS/PPIRS. Request that PBGC allow CPARS/PPIRS reports in lieu of a questionnaire.	PBGC will consider all available past performance information to include CPARS/PPIRS reports

Page &P of &N &D

Sheet2

Part	Section	Document
IDIQ	B	Cost Tables
Task Order	C	PWS
Attachments	H	Historical Workload
	L	Glossary of Systems Applications and Tools
	M	Resume Format
		Labor Category Requirements
		Instructions
		Evaluation Criteria
		Task Order 1

File details come from the government source that posted it. Updated Dec 31, 2023.