Amend 1_Combined Synopsis and Solicitation.pdf

Combined Synopsis/Solicitation

Amendment One

(i) This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in the Federal Acquisition Regulation (FAR) subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation: quotes are being requested and no other written solicitation will be issued. The

Government intends to award a Firm Fixed Price (FFP) contract under Simplified Acquisition

Procedures (SAP) using FAR Part 13. NOTE: This serves as notice that the Government intends to negotiate a firm fixed price sole source purchase order with Bolton Partners

D.C., Inc., 2200 Wilson Blvd Ste 810, Arlington, VA 22201-3361.

(ii) The solicitation reference number is 16PBGC24Q0055. This requirement is issued as a Request for Quote (RFQ).

(iii) This RFQ and incorporated provisions and clauses are those in effect through the latest applicable Federal Acquisition Circular (FAC) available at acquisition.gov as of the date of this document’s issuance.

(iv) This solicitation is not set aside for small business. The associated North American

Industry Classification System (NAICS) code is 541611 – Administrative Management and

General Management Consulting Services.

(v) The Contract Line-Item Numbers, Items, Quantities, and Units of Measure (including options) are listed in Section 1, Price Schedule.

(vi) Description of requirements for the services. The PBGC seeks to obtain highly qualified and specialized professional services and personnel resources to support the PBGC's OBA and its departments/divisions in accurate and timely calculation of benefits for participants in various

PBGC trusteed plans. Please see Section 2, Performance Work Statement.

(vii) PBGC anticipates a base contract period of 12 months, from January 22, 2025 - January 21, 2026, with one 12 month option period of January 22, 2026 - January 21, 2027.

(viii) The provision at 52.212-1, Instructions to Offerors – Commercial Items, applies to this acquisition.

Offeror shall submit the following in response to the solicitation electronically via email as specified in paragraph (xvi) below.

The Offeror shall submit the following volumes:

Volume One: Technical Proposal (no more than two pages)

Volume Two: Pricing Proposal (Section 1 and Attachment H) Offeror shall submit pricing by inserting price for each line item directly into the Price Schedule set forth in Section 1. Additionally, the offeror shall complete the Assumptions and Price

Summary Tabs of Attachment H, following the Instructions Tab.

(ix) FAR 52.212-2, Evaluation Criteria, will not be utilized for this effort. The Evaluation and

Basis of Award are as follows:

EVALUATION AND BASIS OF AWARD

The Government will make an award on the basis of technical acceptability, responsiveness to the RFQ, and Contracting Officer determination that the price awarded is fair and reasonable.

The following apply to this acquisition:

Technical Acceptability: The Government will evaluate the Offeror’s quote to determine whether or not it meets all technical criteria set forth in the Section 2 – Performance Work

Statement.

Price: The Government will evaluate the proposed price to determine whether or not it is adequate and reasonable to perform the technical requirements. The Government will also review the price quote for completeness and accuracy. The Contracting Officer will make a final determination regarding price reasonableness.

Responsiveness: The Offeror must comply with all requirements, terms, and conditions set forth in the RFQ. The Government will review the offeror’s quote to ensure it responds to the RFQ in its entirety. If the Offeror takes exception to any requirement, term, or condition, those exceptions must be stated clearly in the Offeror’s quote. Additionally, the

Offeror shall identify technical and/or pricing assumptions in its quote, if applicable.

(x) FAR 52.212-3 Offeror Representations and Certifications—Commercial Items, applies to this acquisition. The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically via the System for

Award Management (SAM) website located at https://www.sam.gov/portal. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (u) of this provision.

(xi) The clause at 52.212-4, Contract Terms and Conditions – Commercial

Items, applies to this acquisition.

(xii) The provision at 52.212-5, Contract Terms and Conditions Required to

Implement Statutes or Executive Orders – Commercial Items, applies to this acquisition. The following clauses/provisions are included:

52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or

Statements (JAN 2017)

52.204-10, Reporting Executive Compensation and First-Tier Subcontract

52.204-23, Prohibition on contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab Covered Entities (DEC 2023)

52.204-25, Prohibition on contracting for Certain Telecommunications and Video

Surveillance Services or Equipment (NOV 2021)

52.204-26, Covered Telecommunications Equipment or Services-Representation (OCT

2020)

52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (NOV

2015)

52.222-3, Convict Labor

52.222-21, Prohibition of Segregated Facilities

52.222-25, Affirmative Action Compliance

52.222-26, Equal Opportunity

52.222-35, Equal Opportunity for Veterans

52.222-36, Equal Opportunity for Workers with Disabilities

52.222-50, Combating Trafficking in Persons

52.225-13, Restrictions on Certain Foreign Purchases (FEB 2021)

52.232-40, Providing Accelerated Payments to Small Business Subcontractors (MAR

2023)

52.233-3, Protest After Award (AUG 1996)

52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004)

(xiii) FAR 52.212-5(b): The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

52.203-17, Contractor Employee Whistleblower Rights (NOV 2023)

52.204-27, Prohibitions on a ByteDance Covered Application (JUN 2023)

52.204-28, Federal Acquisition Supply Chain Security Act Orders – Prohibition (DEC

2023)

52.204-7, System for Award Management

(xiv) The following FAR provisions and clauses are incorporated by full text:

52.204-29, Federal Acquisition Supply Chain Security Act Orders – Representation and

Disclosures (DEC 2023)

(a) Definitions. As used in this provision, Covered article, FASCSA order, Intelligence community, National security system, Reasonable inquiry, Sensitive compartmented information, Sensitive compartmented information system, and Source have the meaning provided in the clause 52.204-30, Federal Acquisition Supply Chain Security Act

Orders—Prohibition.

(b) Prohibition. Contractors are prohibited from providing or using as part of the performance of the contract any covered article, or any products or services produced or provided by a source, if the prohibition is set out in an applicable

Federal Acquisition Supply Chain Security Act (FASCSA) order, as described in paragraph (b)(1) of FAR 52.204-30, Federal Acquisition Supply Chain Security Act

Orders—Prohibition.

(c) Procedures.

(1) The Offeror shall search for the phrase “FASCSA order” in the System for Award

Management (SAM)( https://www.sam.gov) for any covered article, or any products or services produced or provided by a source, if there is an applicable FASCSA order described in paragraph

(b)(1) of FAR 52.204-30, Federal Acquisition Supply Chain Security Act Orders—Prohibition.

(2) The Offeror shall review the solicitation for any FASCSA orders that are not in SAM, but are effective and do apply to the solicitation and resultant contract (see FAR 4.2303(c)(2)).

(3) FASCSA orders issued after the date of solicitation do not apply unless added by an amendment to the solicitation.

(d) Representation. By submission of this offer, the offeror represents that it has conducted a reasonable inquiry, and that the offeror does not propose to provide or use in response to this solicitation any covered article, or any products or services produced or provided by a source, if the covered article or the source is prohibited by an applicable FASCSA order in effect on the date the solicitation was issued, except as waived by the solicitation, or as disclosed in paragraph (e).

(e) Disclosures. The purpose for this disclosure is so the Government may decide whether to issue a waiver. For any covered article, or any products or services produced or provided by a source, if the covered article or the source is subject to an applicable FASCSA order, and the Offeror is unable to represent compliance, then the Offeror shall provide the following information as part of the offer:

(1) Name of the product or service provided to the Government;

(2) Name of the covered article or source subject to a FASCSA order;

(3) If applicable, name of the vendor, including the Commercial and Government Entity code and unique entity identifier (if known), that supplied the covered article or the product or service to the Offeror;

(4) Brand;

(5) Model number (original equipment manufacturer number, manufacturer part number, or wholesaler number);

(6) Item description;

(7) Reason why the applicable covered article or the product or service is being provided or used;

(f) Executive agency review of disclosures. The contracting officer will review disclosures provided in paragraph (e) to determine if any waiver may be sought. A contracting officer may choose not to pursue a waiver for covered articles or sources otherwise subject to a

FASCSA order and may instead make an award to an offeror that does not require a waiver.

52.217-9, Option to Extend the Term of the Contract (MAR 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 30 days; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 30 days. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 24 months.

(xv) The following PBGC specific clauses are hereby incorporated by full text, as follows:

PBGC 52.201-7000, Contracting Officer’s Representative (JAN 2012)

The Contracting Officer's Representative (COR) is Gabriale Williams, who may be reached at williams.gabriale@pbgc.gov. The COR is authorized to assist in monitoring the work under this contract. The COR is responsible for the technical administration of the contract and technical liaison with the contractor.

The COR IS NOT authorized to change the scope of work or specifications as stated in the contract, to make any commitments or otherwise obligate the Government or authorize any changes which affect the contract price, delivery schedule, period of performance or other terms or conditions.

The Contracting Officer is the only individual who can legally commit or obligate the Government for the expenditure of public funds. The technical administration of this contract shall not be construed to authorize the revision of the terms and conditions of this contract. Any such revision shall be authorized in writing by the Contracting Officer.

The COR is authorized to review and recommend approval of:

(a) Technical matters not involving a change in scope, price, terms and conditions of the contract

(b) Progress reports

(c) Inspection and acceptance of services and deliverable products and

(d) Invoices.

The COR is not authorized to sign any contractual instruments or to direct any action that results in a change in the scope, price, terms or condition of the contract.

PBGC 52.2232-7009, Submission of Electronic Invoicing Using Invoice Processing

Platform (IPP) for Time and Material, Labor Hours, and Fixed Price (FEB 2023)

(a) The contractor shall submit invoices for supplies and/or services provided under this contract using the Government's Invoice Processing Platform (IPP) web-based service application. The

IPP application is available at www.ipp.gov. This website includes general IPP instructions and training materials. Questions about the IPP application should be directed to the IPP Customer

Support team at the e-mail address or phone number shown on the IPP website under the

"Contacts" tab.

(b) Inquiries concerning IPP enrollment or PBGCs specific processing requirements within IPP should be directed to PBGCs General Accounting Branch (GAB) by e-mail at invoicemanager@pbgc.gov or by phone at (202)229-4062.

(c) To constitute a proper invoice, the invoice must include the information listed below

(1) Name and address of the contractor

(2) Invoice date and number

(3) Contract number, line item number, and, if applicable, the order number

(4) Description, quantity, unit of measure, unit price, and extended price of services performed and any supplies delivered, including: (i) The labor hours by labor category billed, the hourly rate for each labor category billed, and the total dollars billed by labor category for the billing period (meal periods and other labor-hours not directly supporting the contract are not billable)

(not applicable to Fixed Price contracts), and (ii) The cumulative hours expended and dollars billed from contract inception through the current billing period (not applicable to Fixed Price contracts).

(5)(a) Shipping number and date of shipment, including the bill of lading number and weight of shipment if shipped on a Government bill of lading (not applicable to TIME and MATERIAL and LABOR HOURS contracts).

(5)(b) Dollar amount withheld unless the contract is for commercial products or services awarded under FAR Part 8 or Part 12. Five percent of the total direct labor billed must be withheld after $1,000,000 has been billed to the contract, up to a ceiling amount of $50,000, unless other terms have been negotiated. If other terms have been negotiated, they must be included in the contract (not applicable to Fixed Price contracts).

(6) Terms of any discount for prompt payment offered.

(7) Name, title, phone number, e-mail address, and mailing address of official to whom payment is to be sent.

(8) Name, title, phone number, e-mail address, and mailing address of official to be contacted in the event of an improper invoice.

(9) Taxpayer Identification Number (TIN), only if required to be on the invoice elsewhere in the contract.

10) Electronic Funds Transfer (EFT) banking information.

(i) The contractor shall include EFT banking information on the invoice only if required elsewhere in this contract.

(ii) If EFT banking information is not required to be on the invoice, in order for the invoice to be a proper invoice, the contractor shall have submitted correct EFT banking information in accordance with the applicable solicitation provision or contract clause (e.g., 52.232-33, Payment by Electronic Funds Transfer - System for Award Management, or 52.232-34, Payment by

Electronic Funds Transfer - Other Than System for Award Management).

(iii) EFT banking information is not required if the Government waived the requirement to pay by EFT.

(d) Supporting documentation to be submitted with the invoice must include the items listed below:

(i) Copies of time sheets indicating start and stop times of the personnel performing services under this contract (at PBGC's request, the contractor shall make available copies of any of the materials relevant to substantiating the hours billed) (not applicable to Fixed Price contracts).

(xvi) The date, time and place quotes are due: Quotes shall be submitted via email to the

Contracting Officer (CO), Marius Morgan, at morgan.marius@pbgc.gov, and the Contract

Specialists, Mandy Mathews at Mathews.erin@pbgc.gov, and Matthew Walton, Walton.matthew@pbgc.gov, no later than 12:00 PM Eastern Time (ET) on October 18, 2024.

(xvii) Questions regarding this solicitation shall be submitted via email to the Contracting

Officer (CO), Marius Morgan, at morgan.marius@pbgc.gov, and the Contract Specialists, and the Contract Specialists, Mandy Mathews at Mathews.erin@pbgc.gov, and Matthew Walton, Walton.matthew@pbgc.gov not later than 12:00 PM Eastern Time (ET) on 12:00 PM Eastern

Time (ET) on October 11, 2024.

Responses to all inquiries/questions will be published by amendment to the solicitation. No information concerning this solicitation will be provided in response to telephone calls.

mailto:Mathews.erin@pbgc.gov mailto:Mathews.erin@pbgc.gov