USPTO RBE_RFI Submission Instructions.pdf

REQUEST FOR INFORMATION (RFI)

Retirement Benefits Estimator (RBE)

U.S. PATENT & TRADEMARK OFFICE

REQUEST FOR INFORMATION (RFI)/SOURCES SOUGHT

TO

GSA MAS SCHEDULE HOLDERS

8/21/2024

This is a Request for Information (RFI) being released pursuant to Federal Acquisition Regulation (FAR) Part 10: Market Research.

This RFI is issued solely for informational, market research, and planning purposes. It does not constitute a Request for Proposal (RFP) or Request for Quote (RFQ) or a promise to issue an

RFP/RFQ in the future. This RFI does not commit the Government to contract for any supply or service whatsoever. Further, the United States Patent and Trademark Office (USPTO) is not seeking proposals at this time and will not accept unsolicited proposals. Respondents are advised that the United States Government will not pay for any information or administrative cost incurred in response to this RFI. All costs associated with responding to th is RFI will be solely at the responding party’s expense.

Respondents are advised that the Government is under no obligation to provide feedback with respect to any information submitted. Proprietary information, if any, should be kept at a minimum and MUST BE CLEARLY MARKED. All submissions become Government property and will not be returned. The Government reserves the right to use any non-proprietary technical information in any resultant solicitation.

Responses to this notice are not offers and cannot be accepted by the United States Government to form a binding contract. The Government does not intend to award a contract on the basis of this RFI or to otherwise pay for the information solicited. Although the term “offeror” is used in this RFI, your response will be treated as information only and shall not be used as a proposal.

1. BACKGROUND

The RBE Platform should be a complete Software-as-a-Service (SaaS) Federal Retirement and Benefits Administration solution that meets the goals and objectives of the Office of Human Resources (OHR). Offered on a subscription basis for unlimited use and developed specifically for the

Federal sector, the RBE Platform combines tools and capabilities for human resource specialists, managers, and employees into a common system. The RBE Platform should contain a flexible bi-directional interface used to communicate with an Agency’s payroll/HRIS system, third party benefits providers, and any outside parties as necessary.

2. SCOPE

The USPTO is seeking to obtain an RBE Platform with annual maintenance and support on a

FEDRAMP approved SaaS solution. Please see the Statement of Work for detailed information.

3. RESPONSES

Responses to this Request for Information (RFI) shall be submitted via e-mail to Jennifer Hudson at

Jennifer.hudson@uspto.gov. Responses must be received NLT 10:00AM ET on August 28, 2024, should be no longer than five (5) pages, and shall include at a minimum the following information:

a) Vendor Name and Address

b) Vendor Point of Contact information

c) Vendor Website Address

d) Description of vendor’s client base for the suggested product (including all Federal customers)

e) Capability Statement explaining how the vendor’s recommended service meets

USPTO’s requirements

f) Vendor’s GSA Schedule number

g) Vendor’s Unique Entity ID (UEI)

h) Vendor’s socio-economic designation

i) Vendor’s business size under NAICS 511210 - Software Publishers

j) Answers to the following questions:

• Question 1: Describe how your solution will meet USPTO’s need as outlined in the

Statement of Work (SOW).

• Question 2: Describe your experience and process implementing a Retirement Benefits Estimator solution (as defined by USPTO) and supporting a transition from an existing solution.

• Question 3: Describe your best practices for keeping hardware and software up-to-date and in effective working order as implemented by your teams at other agencies.

• Question 4: Describe your tools and methods for ensuring system resilience and data security.

3.1 Discussions

The USPTO may or may not choose to meet with potential offerors. Such discussions would only be intended to get further clarification of potential capability to meet the requirements, especially any development and certification risks. Additionally, the USPTO reserves the right to seek additional information from those vendors identified with unique solutions that are determined to be beneficial to the USPTO.