Amendment_1_(final).pdf

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

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

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

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

2. AMENDMENT/MODIFICATION NO. 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQ. NO. 5. PROJECT NO. (If applicable)

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

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION

NO.

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

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

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO.

IN ITEM 10A.

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

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

D. OTHER (Specify type of modification and authority)

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

15C. DATE SIGNED

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

16C. DATE SIGNED

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

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

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

NSN 7540-01-152-8070

Previous edition unusable

Employee Assistance Program and Work Life Services Solicitation No. 2031JW18Q00030

Amendment Number 1

1. In Part I, delete Subsection 1.1, Pricing, in its entirety, and insert the following in its place:

The Contractor shall operate a comprehensive employee assistance and work life services program for OCC employees and their family members. All services shall be provided on a firm-fixed price per employee per year basis. Actual payments shall depend upon monthly fluctuations in the number of eligible employees. The OCC shall adjust invoice amounts to reflect the weighted average number of employees employed during each month.

2. In Part I, delete Subsection 1.1.1 in its entirety, and insert the following in its place:

1.1.1 Bulk Material. The COR may order bulk material for mass distribution (e.g. starting a career material, etc.). The OCC will reimburse the Contractor actual costs for the bulk material. The OCC shall include a not-to-exceed line item for $3,000.00 for the base period and each option period.

3. In Part I, delete Subsection 1.1.2 in its entirety, and insert the following in its place:

1.1.2 Visibility Events. The Contractor shall include in its firm-fixed price for Integrated Employee Assistance Program and Work Life Services expenses 300 branded trinkets (not to exceed $2 per trinket) for OCC’s annual benefit fair attendees held in November in Washington, DC. Additionally, the Contractor’s price shall contain 300 branded trinkets (not to exceed $2 per trinket) at the OCC’s wellness day in the years in which the event is held.

4. In Part II, insert the following:

2.3.8 Project Manager

The project manager has been designated key personnel. The Contractor shall propose a project manager who has a Master's or Doctoral degree in Psychology, Marriage and Family Therapy, Social Worker, Counseling, or other human services related field. The project manager shall have at least three years experience managing an employee assistance and work life program that provides services that are similar to those required in this solicitation as well as a program that is of similar scope, size, and complexity.

5. The closing date for submission of quotation is hereby changed from March 16, 2018 at 3:00 p.m., Eastern Time to March 21, 2018 at 3:00 p.m. Eastern Time.

6. The following are answers to questions received in response to the Request for Quotations:

Questi on No.

RFQ

Section

Page No.

Question Response Change to

RFQ?

Description of Change

The Office of the Comptroller of the Currency (OCC) released a similar Request for Quotation (RFQ) in November 2017. Why was an award not made? If an award was made, why has the OCC decided to release a new RFQ so quickly?

In accordance with the Federal Acquisition Regulation, the OCC determined it was in the best interest of the government to cancel the RFQ. No No

Who is the current provider of the Employee Assistance and Work Life Services (EAP/WL) program?

• How long have they been providing services?

• Is OCC currently seeking any improvement or enhancement to quality of service?

The current contractor is Lifeworks US Inc., and it has provided EAP/WL services for approximately 16 months.

The EAP/WL services the OCC is seeking are essentially the same. No No

Can the OCC provide any details regarding how non-traditional EAP/WL services are currently being delivered by the current Contractor?

Some examples include:

The minimum requirements are set forth in the RFQ.

No No

• Geriatric Assessments and Care Services

• Telephonic consultation services with Certified Public Accountants (CPAs)

• Telephone consultation services with disability specialists

• Convenience Services Details of interest on above, and other services within the Scope of Work, would be if current vendor is providing these via internal vendor employees, or contracting with outside partners. And, if outside partners, which/who?

4 2.3.4.1 8-9

In Section 2.3.4.1 Childcare, Parenting, and Adoption, what do you consider an adoption specialist to be (e.g., “Contractor shall provide telephone consultation services with adoption specialists”)?

The industry standards as outlined by the U.S. Bureau of Labor Statistics (BLS) occupational title for Counselors. For this requirement, these counselors specialize in adoption.

Information may be found at the BLS website at https://data.bls.gov/projections/occupat ionProj.

5 2.3.4.6 11

Section 2.3.4.6 Educational Services states the Contractor shall provide telephone consultation services with certified education and special needs consultants.

The industry standards as outlined by BLS occupational title for Counselors.

For this requirement, these counselors specialize in education including a concentration in special needs.

No No https://data.bls.gov/projections/occupationProj

• What do you consider a certified education and special needs consultants?

• How is this certification verified?

Information may be found at the BLS website at

Is this a new requirement or recompete?

This solicitation seeks the renewal of an existing OCC requirement for EAP/WL services.

If this is a recompete, who is the incumbent?

See the answer to Question 2.

If this is a recompete, what is the previous contract number, awardee, and contract award amount

The contract number and award amount are 2031JW18C00009 and $63,240.00, respectively. See answer to Question 2 for the current contractor’s name.

9 1.1 3

Section 1.1 Pricing of the Request for Quotations (RFQ), it states the following;

"All services shall be provided on a firm-fixed price per employee per year basis, except as indicated in PART II, Subsection 2.3.9." ... We could not find Subsection 2.3.9 in the RFQ. Do you have that Subsection that you can email to us?

This amendment changes Section 1.1 as indicated above.

Yes Yes

How many people are currently working on this contract (i.e., Project Manager, Counselors, etc.)?

This information is unavailable. Since the current contract type is firm-fixed-price, a staffing plan or the number of

No No employees used to provide the required services are not required.

11 2.3.8 What are the minimum requirements (i.e., education and work experience) for the Project Manager?

Any minimum requirements would be identified in the RFQ.

Yes Yes

2.3.3.4 2.3.4.4 2.4.1

10-11

What are the minimum requirements (i.e., education and work experience) for the Counselors?

Any minimum requirements would be identified in the RFQ.

Will the OCC office provide on-site office space for Counselors to provide one-on-one sessions?

The OCC will provide space on an ad hoc basis as needed for one-on-one sessions.

Who is the current EAP provider and how long have they been providing services to the OCC?

See the answer to Question 2.

Please provide the current rate, and a rate history throughout the contract term for the EAP program including any optional, add-on programs.

A copy of the current contract may be requested under the Freedom of Information Act. Information on how to make a FOIA request may be found at https://foia-pal.occ.gov/.

16 1.1.4 3-5

How were the prices for Bulk Material, Travel and Additional Services calculated? Are responders to use the provided NTE numbers in our response?

These are estimated, not-to-exceed amounts, which the OCC believes will cover any incurred costs for those services. Offerors must use those estimates in their price proposals.

https://foia-pal.occ.gov/

17 2.3.3.5 8

In accordance with Section 2.3.3.5, are employees able to self-refer to a local provider through the online directory without calling the EAP for an assessment? How does the EAP track these types of self-referrals to ensure the member receives the full EAP benefit and is tracked for utilization purposes?

The Contractor shall describe its capability to meet this requirement.

No No

18 2.3.4.3 9-10

Provide answers to the below questions related to Section 2.3.4.3 Geriatric Assessments and Care Services:

a) How many assessments have been utilized in each of the last 3 years?

b) Do you have a count of “elder loved ones” that would be eligible to participate in this program?

c) How many hours of service have been provided in each of the last 3 years through this program component?

Please see Attachment B, OCC Utilization Report.

No No

19 2.3.4.4 10-11

Financial Services. Please confirm that you are seeking Accredited Financial Counselors who are also master’s level counselors to provide these services. Is this arrangement currently in place?

Yes, the financial services the Contractor provides must be performed by dual credentialed individuals who possess Financial Certification/ Accreditation and are Masters Level Mental Health Counselors.

20 2.3.4.6 11

What are the qualifications of the “certified education and special needs consultants”?

the BLS occupational title for Counselors. For this requirement, these counselors specialize in education including a concentration in special needs.

21 2.3.4.1 8-9

2.3.4.1 What are the qualifications of the

“adoption specialists”?

Counselors. For this requirement, these counselors specialize in adoption.

Information may be found at the BLS website at

22 2.3.4.7 11-12

Please provide additional information about the health and wellness program implementation.

(a) Is this program currently in place?

(b) Is it provided for an additional cost or included within the cost of the EAP?

(c) How many worksite health and wellness activities were conducted in each of the last 3 years?

(d) How many seminars, webinars, and workshops were conducted as part of the program in each of the last 3 years?

This requirement is addressed in section 2.3.4.7 – Health and Wellness.

It states that the Contractor shall assist the OCC with the development and implementation of a health and wellness program.

(a) Yes, the Contractor is providing services under the current contract.

(b) The Contractor shall include the health and wellness program is its firm-fixed-price.

(e) Please delineate between onsite and webinar. How many interactive, multi-week programs were conducted in each of the last 3 years? Include the total number of onsite hours.

What were the topics?

(c) This information is unavailable.

(d) This information is unavailable.

(e) A webinar is a seminar conducted over the internet. The number of interactive, multi-week programs conducted over the last three years is unavailable.

An onsite presentation is conducted in person – face-to-face.

23 2.3.4.9 12

Please specify the qualifications of “disability specialists.”

Counselors. For this requirement, the counselor should specialize in the area of working with people with disabilities. Information may be found at the BLS website at

Why are there different referral turnaround times for various work-life services? For example, health and wellness and educational services are within 48 hours while child/elder care are 3 to 5 business days.

Referral turnaround times stated in the RFQ are the minimum requirement.

No No

2.3.7 12-13

How many hours of Critical Incident Stress Debriefings (CISDs) are included in the current contract per year?

Utilization Report No No

2.3.7 12-13

How many CISDs were use in each of the last three (3) years? How many events required a response within 2 hours?

Utilization Report No No

2.3.8 13

Please define “trinkets.” What types of trinkets have been provided in the past?

Giveaways related to any aspect of EAP/WorkLife Services. A stress ball is an example of a giveaway.

2.3.8 13

How many hours of health fair/event participation is included within the current EAP contract per year?

For the last three years, the number of hours of Contractor participation were about five hours for the annual health fair event for a total of 15 hours for the last three years.

2.3.8 13

2.3.8. How many hours of health

fair/event participation have been utilized in each of the last three (3) years?

For the last three years, the number of hours of Contractor participation were five hours. For this requirement, the Contractor shall provide approximately 10 hours a year. The health fair and the wellness day events run about four hours each with one hour for each set up.

2.4.1 13

2.4.1. Will a telephonic translation service

suffice?

The RFQ requires the Contractor to provide both English and Spanish speaking intake specialists and counselors/consultants.

2.3.4.7

How many hours of training/orientation/educational seminars are included in the current EAP contract per year?

See Attachment B, OCC Utilization Report. No No

2.3.4.7

How many total hours of training/educational workshops/orientation were utilized in each of the last three (3) years through the

EAP?

See Attachment B, OCC Utilization Report.

No No

33 Is your health plan self-funded? No, it is not. No No

Who is your health plan provider? Information regarding the Federal Government’s health plans may be found at the U.S. Office Personnel Management website at https://www.opm.gov/healthcare-insurance/healthcare/.

Is a Knox-Keene License required in order to provide services to California residents under this contract?

For information about the Federal Government’s health plans, refer to this link https://www.opm.gov/healthcare-insurance/healthcare/.

https://www.opm.gov/healthcare-insurance/healthcare/ https://www.opm.gov/healthcare-insurance/healthcare/ https://www.opm.gov/healthcare-insurance/healthcare/ https://www.opm.gov/healthcare-insurance/healthcare/

Acquisitions Management 400 7th Street SW Washington, DC 20219

Acquisitions Management 400 7th Street SW Washington, DC 20219