Q&As_-_FOSS_RFP_16PBGC19R0002.xlsx

XLSX spreadsheet 45 KB Posted Oct 23, 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 (RFI) issued by the Pension Benefit Guaranty Corporation (PBGC) for market research purposes regarding a future single-award, multi-year indefinite delivery/indefinite quantity (IDIQ) contract for benefit administration, document management, records management, administrative support, database building support, data analytics, process improvement, process automation, customer contact center services, and enhanced participant locator services. Interested vendors are asked to review the attached draft performance work statement and provide any recommendations or feedback to improve a potential solicitation by using an attached RFI response excel spreadsheet. The document also includes instructions for an advisory multi-step process to allow potential prime contractors to submit qualifying documentation demonstrating corporate qualifications. The proposed target date for award of the future IDIQ contract is March 2019.

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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
Attachment_M-_Wage_Determinations.pdf	PDF	Oct 26, 2018
16PBGC19R00020002_FOSS.pdf	PDF	Oct 26, 2018
Q&As_Additional.xlsx	XLSX spreadsheet	Oct 26, 2018
Attachment_L-_Supplemental_GFE_.pdf	PDF	Oct 26, 2018
Section_M_-_Evaluation_Criteria_Tracked_Changes.pdf	PDF	Oct 23, 2018
Section_C_-_IDIQ_PWS_Tracked_Changes.pdf	PDF	Oct 23, 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
FOSS_RFI_Q&A.xlsx	XLSX spreadsheet	Oct 10, 2018
Attachment_J_-_OBA_Policy_Manual.pdf	PDF	Oct 10, 2018
Attachment_B_-_OBA_Operations_Manual.pdf	PDF	Oct 10, 2018
Attachment_I_-_Customer_Contact_Center_Standard_Operating_Procedures_(SOP).pdf	PDF	Oct 10, 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
Attachment_F_-_Resume_Format.pdf	PDF	Oct 3, 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
16PBGC19R0002_FOSS.pdf	PDF	Oct 3, 2018
RFI_Response_-_FOSS.xlsx	XLSX spreadsheet	Aug 16, 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
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._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

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Sheet1

	Document	Section	Page Number	Question	Answers
	RFP	SF-1449		With the questions due close to the solicitation due date we request an extension to allow the government to adequately answer the questions and bidders to incorporate the appropriate response into their proposal.	Solicitation has been updated to provide a 1 week extension. Proposals will be due November 7, 2018
	RFP	SF-1449		Given the turnaround time is less than the standard 30 days and new material was posted 21 days prior to submission date, will the government considering extending the due date by two weeks?	Solicitation has been updated to provide a 1 week extension. Proposals will be due November 7, 2018
	RFP	SF-1449	1	General: in Block 10, the AMS FBO Multi-step submission required NAICS 524292, the solicitation posting requires 541990. Is the required NAICS Code 524292 or 541990? Please confirm the correct NAICS?	The NAICS Code on the AMS is the correct code (524292)
	RFP	SF-1449	1	The government has assigned NAICS 541990 to this solicitation. NAICS 524292 appears on www.fbo.gov for this solicitation, which seems appropriate for the solicitation requirements. Please clarify.	The NAICS Code on the AMS is the correct code (524292)
	RFP	B	7	What is the total expected spend under this contract?	The IDIQ ceiling will be established at contract award
	RFP	B	7-14	Please confirm that the awarded contract does not require Tier 1 Call Center performance until Option Year 2 in Euclid and Option Year 3 in Alexandria.	Tier 1 Customer Contact Services are not required until either Option 2 or 3 of this contract. See additional language to address this in Section 2 of the Background.
	RFP	B	16 of 108	The Data Analyst and Call Center Project Manager in Washington DC/Alexandria VA has the same CLIN number (CLIN 30053001WDC). Please provide clarification.	CLIN Number has been updated. See new Section B CLIN 30055001WDC
	RFP	B	12	OY1 Section 5.2 CLIN is labeled 0052001. Should it be labeled 10052001?	CLIN number has been updated to 10052001
	RFP	B	12	OY1 ODC CLIN lines are labeled 00ODC and 01ODC. Should they be labeled as 10ODC and 101ODC respectively to match attachment K?	CLIN 000DC has been updated as CLIN 100DC. CLIN 010DC has been removed. A new labor hour category has been added for Investigator I under the labor category for Euclid, OH
	RFP	B	14	OY2 Section 5.2 CLIN is labeled 0052001. Should it be labeled 20052001?	CLIN number has been updated to 20052001
	RFP	B	15	OY2 ODC CLIN lines are labeled 00ODC and 01ODC. Should they be labeled as 200ODC and 201ODC respectively to match attachment K?	CLIN 000DC has been updated as CLIN 200ODC. CLIN 010DC has been removed. A new labor hour category has been added for Investigator I under the labor category for Euclid, OH
	RFP	B	16	OY3 Section 5.2 CLIN is labeled 0052001. Should it be labeled 30052001?	CLIN number has been updated to 30052001
	RFP	B	16	OY3 ODC CLIN lines are labeled 00ODC and 01ODC. Should they be labeled as 300ODC and 301ODC respectively to match attachment K?	CLIN 000DC has been updated as CLIN 300ODC. CLIN 010DC has been removed. A new labor hour category has been added for Investigator I under the labor category for Euclid, OH
	RFP	B	20	OY4 Section 5.2 CLIN is labeled 0052001. Should it be labeled 40052001?	CLIN number has been updated to 40052001
	RFP	B	20	OY4 ODC CLIN lines are labeled 00ODC and 01ODC. Should they be labeled as 400ODC and 401ODC respectively to match attachment K?	CLIN 000DC has been updated as CLIN 400ODC. CLIN 010DC has been removed. A new labor hour category has been added for Investigator I under the labor category for Euclid, OH
	RFP	B	9	Can you verify that CLIN 0052001 require a Firm-Fixed Price Monthly Unit Price and corresponding Total Amount?	CLIN 00052001 and coresponding CLINs 10052001, 20052001,30052001 & 40052001 are firm fixed price.
	RFP	B	48	Would the government provide examples of what task areas may be Firm Fixed Price?	The government reserves the right to make any of the areas covered by this IDIQ firm fixed price during the course of the period of performance of the overall IDIQ
	RFP	B	all	Regarding no overtime allocation: The contract holder is responsible for paying non-exempt employees OT for work over 40 hours weekly. The work outlined in the PWS includes travel and customer service requirements related to participant phone calls. Will PBGC consider allocating minimal hours of overtime for labor categories where extended participant calls and travel delays are impacted?	The contract currently has sufficient hours to allow for overtime work for each of the labor categories. The contract will not include a separate overtime rate with associated hours.
	RFP	B	9	ODC- $500,000 for Pension Search and Investigative Tools - Will the contractor be required to identify a vendor that provides non- commerical services or will PBGC provide the vendor?	Section 5.6 (Enhanced Participant Loactor Service)see the labor category requirement in Section H for this position and the updated Schedule B for Euclid, OH
	RFP	B	8	For CLIN0053001FL and CLIN0053002FL, should the hours listed be scaled for only 6 months of performance?	CLIN0053001FL and CLIN0053002FL have been updated to reflect 6 months period of performance
	RFP	B	8	For CLIN0053001DE and CLIN0053002DE, should the hours listed be scaled for only 3 months of performance?	CLIN0053001DE and CLIN0053002DE, have been updated to regreflect 3 months period of performance.
	RFP	B	9 of 108	Will the Government please explain why "CLIN 0052001 - Section 5.2 Administrative Support and Document Intake" is only a 5-month period in the Base Year?	The tasks outlined for Section 5.2 of the IDIQ and task order are scheduled to begin in October 2019. A 60 day transition period as been added to allow for hiring prior to the start date
	RFP	B	7 through 20	Based on the Service Contract Act, would the government please confirmthe following positions are covered by wage determinations: General Clerk III; Call Quality Assurance Specialist; Call Team Level 3 Agent; Call Team Level 2 Agent; Call Team Level 1 Agent; and Call Team Level 1 Agent (bilingual)?	The following positions are covered by the SCA wage determinations: Technical Support Asssitant, General Clerk III, Call Quality Assurance Specialist, Call Team Level 3 Agent, Call Team Level 2 Agent, Call Team Level 1 Agent and Call Team Level 1 Agent (Billingual)
	RFP	B	7	How does the government anticipate the "Optional Surge CLIN" hours being utlized? Provide examples how these hours have been used.	See Section 12.5 for examples of how surge hours wil be used.
	RFP	B	9	BY CLIN 00ODC ($250K) does not match attachment K BY CLIN 00ODC ($200K). Should they be the same amount?	CLIN amount has been updated to $500,000 for the IDIQ and $300,000 for Task Order One
	RFP	B	12	OY1 CLIN 00ODC ($250K) does not match attachment K OY1 CLIN 100ODC ($350K). Should they be the same amount (especially since the task order should not be higher than the IDIQ)?	CLIN amount has been updated to $500,000 for the IDIQ and $300,000 for Task Order One
	RFP	B	15	OY2 CLIN 00ODC ($250K) does not match attachment K OY2 CLIN 200ODC ($300K). Should they be the same amount (especially since the task order should not be higher than the IDIQ)?	CLIN amount has been updated to $500,000 for the IDIQ and $300,000 for Task Order One
	RFP	B	17	OY3 CLIN 00ODC ($250K) does not match attachment K OY3 CLIN 300ODC ($300K). Should they be the same amount (especially since the task order should not be higher than the IDIQ)?	CLIN amount has been updated to $500,000 for the IDIQ and $300,000 for Task Order One
	RFP	B	20	OY4 CLIN 00ODC ($250K) does not match attachment K OY4 CLIN 400ODC ($300K). Should they be the same amount (especially since the task order should not be higher than the IDIQ)?	CLIN amount has been updated to $500,000 for the IDIQ and $300,000 for Task Order One
	RFP	B	13 of 108	The Call Center labor categories (totaling 170,560 labor hours or 82 FTEs) first appear in Section B of the RFP in OY 2 March 2021 – March 2022, however, the Customer Contact Center contract does not end until 11/19/2022. Can the government please confirm if this contract is anticipated to end earlier than the expiration date listed in Attachment A?	The exact date of the move of the Customer Contact Center has not yet been determined. The IDIQ pricing chart, Section B reflects two separte options to provide PBGC the flexibility to transition the operations. See update to RFP Section 2 (Background)
	RFP	B	7	Please confirm the 2,080 hours in Section B represents annual gross hours. If not, please clarify what 2,080 hours represents.	Yes. The hours provided represent estimated gross hours.
	RFP	C	25	In support of Task 5 can PBGC please provide a complete inventory of all telecommunication software/systems used in the various locations (i.e. phone system, ACD, IVR, Call Recording)?	PBGC currently uses NEC telphone and ACD software, Nortel Electronics for its IVR and Qfinity eTalk for its call monitoring. The phone system ACD and IVR are scheduled to be relaced in FY19 with new technology. See Attachment L.
	RFP	C	25	Section 5.1.1.1 - Can PBGC please provide current metrics and desired metrics for Average Handle Time (AHT) for both Tier 1 and Tier 2 calls inbound and outbound calls by location? What is the AHT for in-bound emails by location?	Current CCC AHT metric is 7:00 (MM:SS) or less, there is no AHT metric for the field offices AHT. There is no AHT metric for the CCC or field offices for ‘outbound’ calls. Outbound calls are monitored by ATT (average talk time). There is no AHT for in-bound emails. Field offices adhere to the SLAs for processing incoming emails (response is within 3 days). See Attachment A for call data.
	RFP	C	29	Section 5.5.2 Handle multi-channel inquiries. What is the percentage of inquiries for phone, email, voicemail, and web	See Attachment A for call data
	RFP	C	29	Section 5.5. Is the Tier 1 training developed?	Yes. Training is developed
	RFP	C	29	Section 5.5 - Is the transfer of Tier 1 to Tier 2 a warm transfer?	The transfer from Tier 1 to Tier 2 is a warm transfer. This approach may change under the consolidated effort.
	RFP	C	29 of 108	Section 5.5 Customer Contact Center. What hardware/software infrastructure do you use in your Customer Contact Center (eg. ACD, IVR, etc.)?	PBGC currently uses NEC telphone and ACD software, Nortel Electronics for its IVR and Qfinity eTalk for its call monitoring. The phone system ACD and IVR are scheduled to be relaced in FY19 with new technology. See update to section 8.2
	RFP	C	25	Sect 5.1.1.1 What is the average handle time (AHT) for Tier 2 calls	See Attachment A
	RFP	C	26	Sect 5.1.1. What is the average handle time (AHT) for Spanish Tier 2 calls	We do not track Spanish AHT for for Tier 2 calls
	RFP	C	26	Sect 5.1.1 What are the annual volumes for Spanish Tier 2 calls	Tier 2 Spanish calls are approximately 1,880 annually. See Attachment A
	RFP	C	29	Sect 5.5.2 What is the average handle time (AHT) for Tier 1 calls	See Attachment A
	RFP	C	30	Sect 5.5.3 What are the annual volumes for Spanish Tier 1 calls	See Attachment A
	RFP	C	34 of 108	Section 9, Place of Performance mentions COOP. Where is PBGC's current COOP site located? With your consolidation strategy, what is the plan for migrating this COOP site if it is currently located at a site that is closing?	This solicitation does not contemplate PBGC having a separate COOP facility. PBGC's overall startegy for handling the COOP facility are out side the scope of this contract.
	RFP	C	23	Section 2 Background, the last paragraph states "Over the term of this 5-year requirement, PSD plans to close the Wilmington, DE, Coraopolis, PA, and Alexandria, VA facilities and consolidate the work sought under this solicitation into two (2) primary locations in or around the existing PBGC facilities in Euclid, OH and Miami (Doral), FL." Neither the IDIQ B tables nor Task Order 1 B tables include tables for pricing in Coraoplos, PA. Please confirm that there is not work to be performed under this contract in Coraopolis, PA	This contract does not anticipate any work being performed in Coraopolis
	RFP	C	26	Section 5.1.1.2 - 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?	See update to 12.7.2 regarding training provided to contractor staff for any new technology that is implemented.
	RFP	C	34 of 108	Section 8.3 Automated Processing Systems. What CRM technology platform do you use (e.g. Salesforce, ServiceNow, etc.?	PBGC uses a customized CRM system.
	RFP	C	29	In order to better understand staffing requirements, could the Government please provide information on the number of scanners, the make and model and the year they were placed in production and scanning software currently in place and the version as referenced in 5.2.2?	See Attachment L for Supplemental Listing of GFE
	RFP	C	30	Section 5.5.4 states that, "The contractor shall be required to participate with PBGC’s
independent vendor for joint calibration sessions." Please provide the name of the independent vendor that will be support the joint calibration sessions.	The callibration sessions will be lead by a federal employee.
	RFP	C	27	Sect 5.1.4 To better estimate the level of effort and staffing requirements, can the Government provide annual volumes for recovery of overpayments (5.1.4.1), payments reconciliation (5.1.4.2), and returned checks (5.1.4.3)?	Work Volumes have been updated in Attachment A
	RFP	C	29	Section 5.2. Is the contractor reequired to pick up and transport the mail from the Alexandria, VA postal facility?
If so, will the Government provide the vehicle or is the contractor expected to provide a vehicle?	The requirement for mail pick-up has been removed from the solicitation. PBGC will utilize the post office or government-wide courier service to drop mail off at the PBGC facility.
	RFP	C	40	Would the government please confirm the offeror can include the cost of the Program Manager and the Administrative Assisitant in the offeror's indirect costs (Overhead or G & A ) as is in accordance with its cost accouting practices?	The offeror can include the cost of the Administrative Assistant and the Program Manager as overhead or G&A. See note on cost table
	RFP	C	32	In Section 7.13, the Deliverables Chart, the first row requires a quarterly Process Improvement Recommendation Report. As the "Data Analytics, Process Improvement or Project Management" task area (cited as Section 5.3 in the Draft RFP) was removed in the final RFP, is this report still required? If so, to what task area does it apply?	Yes this is still required. This is process improvements as identified in the bulleted item in Section 12.4.1.
	RFP	C	30 of 108	SECTION 6 CONTRACTOR QUALITY CONTROL PROGRAM: " The contractor shall submit a Quality Control (QC) Plan as part of their technical proposal. The QC Plan shall contain sufficient detail as to how the quality standards will be met."
Can the government please clarify if the requirement is for a QC Plan for the overall IDIQ in addition to the QC Plan for Task Order 1?	The quality Control Plan for submission with the technical proposal is for the overall IDIQ in addition to Task Order 1. See updated language in Section L.
	RFP	C	23	Section 2 Background - this section states that "in November 2018, relocated the Richmond Heights, OH office to Euclid, OH". Please confirm that this relocation is in fact not taking place until November and would be completely outside the scope of the FOSS contract.	The relocation of the Richmond Heights, OH field office to Euclid, OH is taking place in November 2018 and is not in the overall scope of this contract. Reference to the move is being provided for informational purposes only.
	RFP	C	29	Section 5.2. Would the Government please confirm that the number of staff indicated in this section is what the Government intends the Contractor to provide?	The number of personnel provided in this section is for informational pruposes only for developing your firm fixed price cost.
	RFP	C	30	No lines show in Section B for requirement 5.6. Please confirm this is an unpriced requirement and if required in execution, will it be a separate Task Order?	The Investigator I & II labor category has been added to the Euclid, OH pricing table and to Schedule H. Task Area 5.6 would be issued under a separate task order.
	RFP	C	31	Is telework permitted in each of the locations?	Telework will be permitted to the extent the work is portable, the contractor has the proper equipment and all privacy related concerns are met.
	RFP	C	31 of 108	7.11 Telework Policy: Please provide details concerning accessibility to the provided customer relationship management databases from remote locations for the application of telework intiatives to be extended to call center positions if needed. Is telework currently permitted for these positions and if so what IT security protocols are required to permit remotely provided support?	PBGC does not have the technology capabilities to support telework for call center personnel.
	RFP	C	42 of 108	12.7.1 Training Program: Please provide details on the training courses, calendar, and topics that are currently in use to ready personnel for initial assignment to the contract as well as for on-going training initiatives.	The training refered to in 12.7.1, is what the contractor will implement to keep staff trained.
	RFP	C	42	Section 12.6 references a maximum transition-out time, will the Government provide a minimum transition-in time?	See update to the requirement for a 30-60 day timeframe and to the instructions in Section L for Subfactor 1.
	RFP	H	56	General experience for Benefit Administrator I and Benefit Administrator II describes relevant work experience as employee benefits, claims processing, billing, etc. Can the government confirm that the other labor categories are exempt from this relevant work experience requirement?	Relevant experience has been added to the other labor category requirements. See updates to Schele H for both the IDIQ and Task Order 1
	RFP	H	1 of 6	The Education, General Experience, and Function for the Call Center Project Manager that is listed in CLIN 30053001WDC and 40055001WDC is not provided in Minimum Labor Category Requirements. Please provide.	Labor category has been added to Section H.
	RFP	H	68-69	Can the Government provide average turnaround time from the point of candidate submission to the Government until appropriate clearance is granted for new personnel?	The current turnaround time is 4-6 weeks. This time may be reduced when the equipment for PIV carding is on site.
	RFP	H	67 of 108	H.7 PBGC 52.237-7002 FITNESS DETERMINATION (SEPT 2017): Please comment on the length of time that currently takes place between submitting a viable candidate through eQIP and confirmation of acceptance and suitability for assignment to the contract.	The current turnaround time is 4-6 weeks. This time may be reduced when the equipment for PIV carding is on site.
	RFP	H	3	The government states only the Administrative Assistant is a Service Contract Act (SCA) position. Why is the General Clerk III position not included as a SCA position? If the government agrees, please provide a wage determination.	The following positions are subject to the SCA: Technical Suppport Assistant, General Clerk III, Call Quality Assurance Specialist, Call Team Level 3 Agent, Call Team Level 2 Agent, Call Team Level 1 Agent, Call Team Level 1 Agent (Bilingual)
	RFP	I	80	Clauses 52.222.41, 52.222.43, and 52.222.55 have been checked, indicating the resulting IDIQ contract will be subject to the Service Contract Act. Would PBGC send a list of the Wage Determinations that it intends to attach to the IDIQ contract?	Wage Determination information has been provided. See Attachment M
	RFP	L	96	Section L.12.1.1, the first bullet requests "A completed Contract Participation Matrix". Please provide a sample or a more complete explanation of what the Matrix is to include.	Section L.1.12.3 includes the required components of the Contract Participation Matrix.
	RFP	L	96	Section L.12.1.1 references a Contract Participation Matrix. Is there a template for this document?	Section L.1.12.3 includes the required components of the Contract Participation Matrix.
	RFP	L	93	Section L.10.1 Factor 3 - Corporate Compliance. In this paragraph it states "The Offeror shall identify aspects of the solicitation in which they will perform the work as either the primary or the subcontractor." Please clarify	L.10.1 Factor 3- Corporate Experience- The vendor should identify the Corporate experience of the offeror, any teaming partners and/or subcontractors and what aspects of the work was done by each. Section L.1.10.1 has been updated.
	RFP	L	1	With the addition of the 3 attachments posted on 10/10/18, will the government allow for a 2nd round of submission of questions?	Due to the anticipated timing of the contract award, we are unable to provide time for another round of questions.
	RFP	L	92	It appears that a vendor is to address each PWS item under Factor I - IDIQ Technical Understanding and Approach, which includes Section 3 through Section 12. Is this correct?	Section L.1.10.1 for Factor 1 was updated to include the specific PWS sections the Offeror is expected to address.
	RFP	L	92	Factor 2 - Management Approach to Task Order 1 includes Subfactors 1, 2, 3 and 4. Please confirm these subfactors pertain specifically to Task Order 1.	Subfactors 1-3 pertain to Task Order 1. Additional language has been added to Subfactor 4 to address that the QCP should cover the IDIQ overall as well as Task Order 1 .
	RFP	L	88	L.1.F states a prospective contractor shall have the necessary 'technical equipment and facilities." As PBGC is providing equipment and facilities please revise.	L.1.1 f) requires the "necessary" "technical equipment and facilities." Government furnished equipment and facilities are not necessary for the Contractor to have.
	RFP	L	92	Section L.10.1 Factor 3: Qualifications and Experience of Key Personnel. Based on the staffing tables in Section B and Task Order 1, it appears several of the positions identified as key personnel are not full-time for the Base Year. This is supported by the tasks and transition schedule in Task Order 1 with Miami and Wilmington transition occurring in September 2019 and October 2019 respectively. This presents a challenge in committing resources who may not start on day one of the contract. Will the government revised the required list of key personnel to only those who will being on day one of the contract (e.g. full-time for the Base Year) and allow representative resumes for the others? It appears the following positions would be required on Day One:

Program Manager (1) Project Managers (1) - Euclid, OH Assistant Project Managers (2) - Euclid, OH Technical Support Assistant (2) - Euclid, OH PBGC has updated section 12.4.2 regarding Key Personnel. Section L Subfactor 3: Qualifications and Experience of Key Personnel has been updated to require the submission of resumes for the following positions for the technical proposal evaluation that will be needed in Euclid, OH and Miami, FL :

Program Manager (1) Project Manager (1 each ) - Euclid, OH and MIami, FL Assistant Project Managers - (3) Euclid, OH and (2) Miami, FL Technical Support Assistant (1 each ) - Euclid, OH and Miami, FL

RFP	L	58, 92, 102	Section H lists two additional key positions for the Customer Contact Center; however, they are not in the list of resumes to provide in Sections L and M. Would the Government please confirm that we should provide resumes for the Call Quality Assurance Manager and Call Team Supervisor positions with our proposal?	Key Personnel for the IDIQ only include the Program Manager. Other identified key personnel will be requested at the time of Task Order Award. Task Order 1 does not include the Call Center activities.
RFP	L	92	Will the Government consider requiring only 7 resumes for (1) Program Manager, (1) Project Manager, (3) Assistant Project Managers, and (2) Technical Support Assistants required at contract award be identified in proposal submissions to eliminate the requirement for key personnel in the far term?	PBGC has updated section 12.4.2 regarding Key Personnel. Section L Subfactor 3: Qualifications and Experience of Key Personnel has been updated to require the submission of resumes for the following positions for the technical proposal evaluation that will be needed in Euclid, OH and Miami, FL :

Program Manager (1) Project Manager (1 each ) - Euclid, OH and MIami, FL Assistant Project Managers - (3) Euclid, OH and (2) Miami, FL Technical Support Assistant (1 each ) - Euclid, OH and Miami, FL RFP L 92 of 108 Can the government please clarify the number of Key Personnel for each labor category that should be submitted?

Under Subfactor 3: Qualifications and Experience of Key Personnel, the RFP states: "The Offeror shall submit resumes (not to exceed 2 pages each) for the (1) Program Manager, (3) Project Managers, (6) Assistant Project Managers, and (3) Technical Support Assistant personnel."

However, in Section B in Task Order 1 (Attachment K) the maximum hours for the base year in each labor category and each location listed equates to less personnel than listed in the Key Personnel submission requirements above. PBGC has updated section 12.4.2 regarding Key Personnel. Section L Subfactor 3: Qualifications and Experience of Key Personnel has been updated to require the submission of resumes for the following positions for the technical proposal evaluation that will be needed in Euclid, OH and Miami, FL :

Program Manager (1) Project Manager (1 each ) - Euclid, OH and MIami, FL Assistant Project Managers - (3) Euclid, OH and (2) Miami, FL Technical Support Assistant (1 each ) - Euclid, OH and Miami, FL

RFP	L	98	Section L.14 requires an Offer Validity Statement. In which proposal volume is this statement to be provided?	L.14 has been removed. See L.1.11 (b) for the Offer Validity Statement requirement.
RFP	L	90	Section L.9 states "Resumes are limited to 2 pages each and are not included in the page limits listed in the table below. Cover pages, tables of contents, attachments, and tabs, and commitment letters for nonkey employees are not included in the count." Please clarify that letters of commitment for KEY employees are not included in the 2-page limit for key personnel resumes.	Commitment Letters for Key Employees are not included in the Technical Volume page limit nor the resume 2 page limit. See update to L.1.9
RFP	L	91	Section L.10 - Can the cross reference be excluded from the page limits?	This requirement has been removed.
RFP	L	92	Understanding that each resume may not exceed two pages, may we provide resumes in an appendix to the technical proposal, since they do not count against the overall page limitation?	Yes. Resumes may be provided in an appendix along with the commitment letters.
RFP	L	94	Section L.10.1 Factor 4: Past Performance. Several government customers will not longer complete past performance questionnaires but instead document contractor performance through the CPARS/PPIRS system. Will the government allow the submission of a CPARS report in lieu of a questionnaire?	PBGC will not accept CPARs rating directly from the vendor. PBGC will access CPARS ratings through PPIRS indepenedently.
RFP	L	89	The last paragraph indicates that "prospective offerors are warned against contacting any PBGC personnel other than the CO prior to award of a contract.". Will the government confirm that current or prior PBGC contractors may contact PBGC staff (CO, COTR, Program Manager) for completion of Attachment G Past Performance Questionnaires.	Sending the Past Performance Questionnaire to a PBGC employee such as a COR or Program Manager is acceptable
RFP	L	94	L.10.1 Factor 4 states "Offerors are to complete Part I of three PBGC Past Performance Questionnaires for their customer references. Offerors are to provide the PBGC Past Performance Questionnaires to their three customer references, requesting that they complete Part II of the Questionnaire and e-mail the completed Questionnaire directly to the PBGC CO (not to the offeror) as soon as possible, but prior to the proposal due date." Section M.2.1.4 (page 103) states "PBGC will only consider the first three Questionnaires received for the proposed prime contractor and the first Questionnaire for each Subcontractor." Please clarify that Offerors are to submit PPQAs for three prime contractor references and 1 for each subcontractor reference.	See update to L.1.10.1 Factor 4: Past Performance for the requirements.
RFP	L	93	L.10.1 Factor 4 states Offerors shall provide a summary of the most three (3) similar contracts performed by the proposed prime contractor and one (1) similar contract performed by each subcontractor or teaming partner during the last three years consistent with all task areas (or appropriate task areas for each subcontractor or teaming partner) detailed in the Task Order. As this would require significant pages to provide the required information for larger teams (such as those that have significant small business participation) would the government consider either removing Past Performance from the 50-page page limit for the technical volume?	See update to language in L.1.9 for page limits as it relates to Past Performance summaries.
RFP	L	93	Factor 4: Past Performance requires a reference summary for "one (1) similar contract performed by each subcontractor" be provided. Does this requirement refer only to major subcontractors, or does it include all small business subcontractors? If it includes all small business subcontractors required to meet PBGC's stated subcontracting goals, would PBGC please allow an additional 10 pages to the technical proposal to provide past performance information for all of the required references?	See update to language in L.9 for page limits as it relates to Past Performance summaries.
RFP	L	94	Are past performance questionnaires required for all subcontractors, as well (including all small business subcontractors)?	Yes.
RFP	L	96 of 108	Please clarify what amount the Government intends to set aside for small business.	See Section M.2.5.2
RFP	L	96 through 98	Would the Government please confirm what the small business subcontracting objectives are for this opportunity?	See Section M.2.5.2
RFP	L	97	Section L.12.2 states "The total participation dollars shall equal $100,000,000.00." Please clarify the accuracy and intent of this requirement.	The total participation dollars shall equal the total value of the IDIQ.
RFP	L	97	Please explain the significance of the amount included in the statement in Section L.12.2 specifying that "The total participation dollars shall equal $100,000,000.00." Should this amount rather be equal to the proposed total price in accordance with L.11(d) Part A and/or Part B?	The total participation dollars shall equal the total value of the IDIQ.
RFP	L	90 of 108	L.12.3: SMALL BUSINESS PARTICIPATION (VOLUME III): With respect to small business subcontracting, if a subcontractor is considered a small business under their primary NAICS code in www.sam.gov do they meet the definition of a small business subcontractor as defined under this provision?	The subcontractor shall be considered a small business under NAICS code 524292. If the subcontractor is not registered under 524292, they shall be considered a small business under the NAICS code most applicable to the work they are proposed on this contract.
RFP	L	97	Paragraph L.12.2 - "The total participation dollar amount shall equal $100,000,000.00". Please clarify if this is the actual amount that must be indicated or is this an example.	The total participation dollars shall equal the total value of the IDIQ.
RFP	L	88	Under the instructions in Section L.4, Electronic Submission, there is no guidance on how we are to provide the password used to protect the submission documents to the Contracting Officer. Will password notification be part of the upload process, or is it to be sent under separate email?	L.1.4 Instructions have been updated to have offeror send password in a separte email to the Contracting Officer and designee.
RFP	L	88 of 108	In regards to Section L.4 Electronic Submission, will the government please confirm if is there is file size constraint for each individual file and/or total files?	There is no file size contraint for the individual file and/or total file.
RFP	L	88 of 108	Will the government please confirm if a PDF for each volume is an acceptable file type for the electronic submission?	PDF is acceptable for proposal submission
RFP	L	90	Section L.8 states" The written proposal shall be submitted in three (3) 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" There are 4 volumes in the list. Please clarify.	Instructions for L.1.8 has been updated to reflect 4 separate volumes
	RFP	L	91	L.10 Evaluation of Technical Volume: Third paragraph states that each proposal section should stand alone. Should this state each proposal volume should stand alone or, within a volume, is there to be no cross referencing across volume sections?	L.1.10 has been updated to reflect "each proposal volume" should stand alone".
	RFP	L	90	Section L.8 states that the "proposal shall be submitted in three (3) separate volumes;" hovever, there are four volumes listed. Would PBGC please confirm we are to submit in four volumes?	Instructions for L.1.8 has been updated to reflect 4 separate volumes
	RFP	L	90 of 108	Can the government please confirm if two of the volumes should be combined for a total of three (3) separate volumes, or if the proposal shall be submitted in four (4) separate volumes?

The RFP states "The written proposal shall be submitted in three (3) separate volumes," however, there are four volumes listed:

Volume I – Technical Volume Volume II – Price/Business Volume Volume III- Small Business Participation

Volume IV- Small Business Subcontracting Plan	Instructions for L.1.8 has been updated to reflect 4 separate volumes
	RFP	L	99	There are duplicate numbered sections on this page (L.2, L.3, L.4). For purposes of meeting PBGC's requirement to cross reference solicitation requirements to our proposal (i.e., Sections L.2, L.3, and L.4 on page 88), would the government please confirm these clauses do not require a response in the proposal?	Section L Instructions Sections have been renumbered.
	RFP	M	103	If the government allows copies of CPARS to be provided can those be excluded from the page limits?	PBGC will not accept CPARs rating directly from the vendor. PBGC will access CPARS ratings through PPIRS indepenedently.
	RFP	M	103	Section M.2.1.4 Factor 4: Past Performance. If past performance is provided through a key personnel resource will the government accept references (name, contact information) for the candidate to satisfy the ability to verify past performance?	The government will evaluate past performance based on work that is recent and relevant. Experience of key personnel may be used in describing the Corporate Experience.
	RFP	M	105	To evaluate that the offeror's price is reasonable, does the government require a direct labor hourly rate table by labor category?	No. The offeror shall provide the fully burden amount only.
	RFP	M	105	To evaluate that the offeror's price is reasonable, does the government require the offeror provide a description of its process for compliance with the Service Contract Act?	Yes. The offeror shall include a description on how they will comply with the Service Contract Act.
	RFP	M	104	Section M.2.1.5.3 mentions "Governments objective for each socio-economic category." Will the Government provide the target small business goals for each category?	See Section M.2.5.2
	RFP	M	96	The RFP discusses in significant detail the importance of utilizing small businesses to fulfill a portion of the contract. The RFP was issued as full and open with seemingly no set percentage set-aside for small business. Will the government consider setting aside 23% for small businesses?	See Section M.2.5.2
	RFP	M	96	A small business teaming partner is in the process of and has submitted it's application to SBA to become a HUBZone certified SB. Will the government consider socio-economic status at contract award instead of proposal submission date? Will documentation of application submission to SBA to become certified in any socia-economic category be graded as highly as those that have been certified at proposal submission date?	The government will evaluate the small business participation based only on socio economic status at the time of proposal submission date.
	Attachment A	N/A	Page 2 of 4	Can the government please clarify if the employees on the Sarasota, FL contract transitioned to another location prior to or following the contract expiration?	The Sarasota contract was ended September 2018.
	Attachment A	N/A	Page 2 of 4	Can the government please clarify the number of staff and labor categories for each of the contracts listed in Table 1 of Attachment A?	Table # 1 has been updated to provide the number of existing staff under each contract. Labor categories have not been provided since one of the goals of this contract is to streamline the existing labor categories that are curently in the existing contracts.
	Attachment A	N/A		With respect to the transitions planned for the Euclid, OH does the facility have the physical space capacity to handle the expansion without considerable renovations? Will the Government be standing up new call center stations at this locations or will equipment from the exiting locations be transferred to the Euclid, OH site for use by expansion personnel?	PBGC's move to the Euclid, OH location from the exsting location in Richmond Heights, OH will provide ample space for the expanded operations. PBGC has not decided if new work stations will be installed for the call center personnel or inventory from existing supply will be used.
	Attachment A	N/A	Page 2 of 4	Can the government please clarify what contract(s) the Data Analyst Supervisors and Data Analysts are currently in are on and when would they be transitioned to the new IDIQ? Those two labor categories appear in the base year of the IDIQ but not on TO 1.	These are new positions not covered under any existing contracts. Task area 5.3 is a separate task order not included in task order 1
	Attachment A		2	From Attachment A: Plan Intake – PBGC trustees (takes in) approximately 80 plans per year with 25,000 customers, half of whom are generally retirees (in pay) and the other half are eligible in the future. PBGC is currently trustee of approximately 4,600 plans and 1.4 million participants (customers.) Approximately 850,000 customers are currently receiving retirement payments and the remaining 600,000 will become eligible at some point in the future. This corresponds to Section 5.1.2 in the PWS.
Does the government expect significant fluctuations in the number of plans trusteed over the course of the contract than those provided in the RFP? If yes, can you provide an estimate?	The number of new plan trustees and the number of participants trusteed cannnot be estimated in the out years.
	Attachment A		1	Can the government include Contract Start Date to the Incumbent Contract Information (Table 1) in Attachment A?	Incumbent start dates have been included to Attachment A
	Attachment A		2	Can the government provide an example of a recent contact center half-hour interval reports for both a 6-month period and a 1-month period (September 2018)?	No.
	Attachment C	N/A	9	Step 6: With respect to date stamping referenced here, is the stamped a manual process or is electronic stamper technology used?	This is a manual date stamp process.
	Attachment F		1	Is it acceptable for the offeror to utilize the resume format (i.e., the required information) in a table for clarity of presentation?	The offeror can provide the resume information as prescribed in the resume format in a table for clarity of presentation.
	Attachment K	B	5	OY1 Section 5.2 CLIN is labeled 0052001. Should it be labeled 10052001?	OY1 Section 5.2 CLIN labeled 0052001has been updated to 10052001
	Attachment K	B	7	OY2 Section 5.2 CLIN is labeled 0052001. Should it be labeled 20052001?	OY2 Section 5.2 CLIN labeled 0052001has been updated to 20052001
	Attachment K	B	9	OY3 Section 5.2 CLIN is labeled 0052001. Should it be labeled 30052001?	OY3 Section 5.2 CLIN labeled 0052001 has been updated to 30052001
	Attachment K	B	10	OY3 Section 4.2 CLIN is labeled 0052001. Should it be labeled 40052001?	OY3 CLIN 0052001 has been updated to 40052001
	Attachment K	B	4	BY CLIN 00ODC ($200K) does not match RFP BY CLIN 00ODC ($250K). Should they be the same amount?	CLIN 00ODC has been updated to $300K for the Task order1 and $500K for the IDIQ
	Attachment K	B	6	OY1 CLIN 100ODC ($350K) does not match RFP OY1 CLIN 00ODC ($250K). Should they be the same amount (especially since the task order should not be higher than the IDIQ)?	OY1CLIN 00ODC for $350K has been updated to $300K and corresponding IDIQ CLIN is now $500K
	Attachment K	B	7	OY2 CLIN 200ODC ($300K) does not match RFP OY2 CLIN 00ODC ($250K). Should they be the same amount (especially since the task order should not be higher than the IDIQ)?	OY2CLIN 00ODC for $350K has been updated to $300K and corresponding IDIQ CLIN is now $500K
	Attachment K	B	9	OY3 CLIN 300ODC ($300K) does not match RFP OY3 CLIN 00ODC ($250K). Should they be the same amount (especially since the task order should not be higher than the IDIQ)?	OY3CLIN 00ODC for $350K has been updated to $300K. Coresponding IDIQ CLIN is now $500K
	Attachment K	B	10	OY4 CLIN 400ODC ($300K) does not match RFP OY4 CLIN 00ODC ($250K). Should they be the same amount (especially since the task order should not be higher than the IDIQ)?	OY4CLIN 00ODC for $350K has been updated to $300K and corresponding IDIQ CLIN is now $500K
	Attachment K	B	2	For the Transition Period would the Government allow bidders to propose additional labor categories in order to facilitate a smooth and orderly transition?	Yes. The offeror may propose additional labor categories to faciliatate the transition.
	Attachment K	B	2	Does the Labor Mix and hours for the base and all option years for Euclid include the labor categories and hours to perform the work in PWS 5.1.1.10 and 5.1.4 that is to be transitioned from Washington, DC in September 2019?	Yes. The labor mix for Euclid includes the labor categories to perform the work that will be transitioned from Washington, DC . The labor categories in the incumbent contracts have been consolidated into the categories included in Section H and are not intended to be a repeat of the existing categories. Hours have been adjusted for Euclid to transition in the work.
	Attachment K	B	4	Does the Labor Mix and hours for all option years for Euclid include the labor categories and hours to perform the work in PWS 5.1.1.4, 5.1.1.9, 5.1.2.1 and 5.1.3 that is to be transitioned from Alexandria, VA in June 2020?	Yes. The labor mix for Euclid includes the labor categories to perform the work that will be transitioned from Alexandria, VA in June 2020
	Attachment K	B	4 through 10	It appears that the transition of work from Wilmington is not captured in the pricing tables for Option Years (OYs) 2 through 4. Option Year 1 shows a total of 114,400 hours of staffing at the Wilmington location; however, in OYs 2-4 there is no increase of hours in the Euclid pricing CLINS (it remains steady at 440,960 hours) once that work transitions from Wilmington. Would the Government please clarify how the transition of the Wilmington location will affect staffing CLINs at Euclid?	The transition of the Wilmington staff to the Euclid, OH location begins in Option Year 1 and are included in the overall hours.
	Attachment K	B	2 through 10	The hours provided for the Technical Support Assistant (TSA) equate to 1 FTE. This will not allow for a back-up TSA at the Miami and Wilmington locations, should that individual be out due to illness or vacation. Would PBGC consider adding hours to support a back-up TSA?	Since this is a single award contract, resources are expected to be used across the locations.
	Attachment K	B	2 of 19	Task Order 1, Section B pricing table includes a total of 91,520 labor hours or 44 FTEs. However, Attachment A of Task Order 1 states “Assume Miami work and current 88 staff in existing Miami location.” Can the government please clarify the total number of staff in the Miami location for Task Order 1?	The base year for the work in Mimai only covers the period from September 29, 2019- March 3, 2020. The hours provided are for the 88 FTEs for the period of performance.
	Attachment K	C	2	Section C.2.2 - states that the contract is to transition work from Coraopolis, PA work IDIQ Section 5.1) to Euclid, OH within three (3) months of Task Order award. Since the B tables do not include Coraopolis, PA, please clarify if the contractor is to provide any staff at that location.	The FOSS contractor will not be required to provide any staff at the Coraoplis location.
	Attachment K	C	12 of 19	Task Order 1, Section C.2.2 states:

“Transition Coraopolis, PA work (IDIQ Section 5.1) to Euclid, OH within three (3) months of Task Order award. The Coraopolis, PA lease term expires in September 2019 and contractor personnel must vacate that facility no later than June 30, 2019.”

However, per Attachment A, the contract in Coraopolis, PA (IMRG, Field Benefit Administration, # PBGC01-CT-15-0012) is set to expire 2/6/2020. Is this contract ending earlier than the listed expiration date?	PBGC will meet and communicate with each of the incumbent vendors individually regarding the period of performance for the existing contracts.
	Attachment K	C	3	Section C.8.3 states the contractor shall provide (1) Technical Support Assistant in each of the three facilities. The CLIN for Euclid location indicates a number of hours representing two (2) positions at this location. Please clarify.	The requirement and hours have been adjusted to provide one Technical Support Assistant at the Euclid, OH location. The schedule B has been updated to reflect the correct hours.
	Attachment K	C	13 of 19	Can the government please clarify the number of Technical Support Assistants it requires at each facility for Task Order 1?

Section C.8.3 Technical Support Assistant states: "The contractor shall provide (1) Technical Support Assistant in each of the three facilities of Euclid, OH, Miami, FL, and Wilmington, DE in support of task areas 5.1.5.1 – 5.1.5.10 in the IDIQ."

However, in Section B base year, the Maximum Hours listed for Technical Support Assistant is 4,160, which is two full time employees.	The requirement provides for one Technical Support Assistant at each of the three locations. The schedule B has been updated to reflect the correct hours.
	Attachment K	C	12 of 19	Task Order 1, Section Section C.2.1 states "Assume Euclid, OH workload and staff (IDIQ Section 5.1) upon Task Order award." Per Task Order 1, Section B, the base period of performance for Elucid, OH is 03/2019 – 03/2020. The only contract located in Euclid, OH in Attachment A (IMRG, Post Valuation Administration, # PBGC01-CT-15-0014) has a contract expiration date of 1/27/2020. Can the government please clarify if this contract is ending earlier than the stated contract expiration date? If not, are the labor categories and hours listed in Task Order 1 new positions?	PBGC will meet and communicate with each of the incumbent vendors individually regarding the period of performance for the existing contracts.
	Attachment K	C	12 of 19	Task Order 1, Section C.2.4 states:
“Assume Washington DC/headquarters work (IDIQ Section 5.2.3) by incumbent contract expiration date in October 2019.” However, According to Attachment A, the contract expiration date for the work located at PBGC HQ- Washington, DC (Zimmerman & Associates, Defined Benefit Services, #PBGC01-CT-14-0020) has a contract expiration date of 4/17/2019. This would mean that the contract would expire before the transition would occur. Can the government please clarify if this is correct?	PBGC will meet and communicate with each of the incumbent vendors individually regarding the period of performance for the existing contracts.
	Attachment K	C	13 of 19	Can the government please clarify the number of Technical Support Assistants it requires at each facility for Task Order 1?

However, in Section B base year, the Maximum Hours listed for Technical Support Assistant is 4,160, which is two full time employees. The requirement and hours have been adjusted to provide one Technical Support Assistant at each of the three locations. The schedule B has been updated to reflect the correct hours.

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