CORHQ-24-R-0519 A0005 Amendment Questions and Answers.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF AWARD

1. CONTRACT ID CODE

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

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

FDIC 3700/56 (3-08)

FACILITY CODE

9A. AMENDMENT OF SOLICIATION NO.

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 11)

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.

Offer must acknowledge receipt of this amendment by signing in Block 15b below and including the signed amendment with the offeror's proposal.

12. N/A

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 THE CHANGE ORDERS CLAUSE

B. THIS MODIFICATION IS ENTERED INTO PURSUANT TO THE AUTHORITY OF THE FDIC CONTRACTING OFFICER

C. THIS MODIFICATION IS ENTERED INTO PURSUANT TO MUTUAL AGREEMENT OF THE PARTIES

D. OTHER (Specify type of modification and authority)

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

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remain 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

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)

CORHQ-24-R-0519 / 0005

Solicitation Number CORHQ-24-R-0519 Portfolio Investment Management System (PIMS)

Questions & Answers Part 2

NONPUBLIC//FDIC BUSINESS

1. How many Assets are there under management?

Answer: 21 securities valued approximately $100 billion

2. What system(s) are you currently using?

• Front Office: Bloomberg and FedInvest

• Middle: None

• Back: PORTIA

3. What asset classes are you dealing with?

Answer: Fixed income

4. How many accounts under management?

Answer: Three

5. How many users do you expect?

Answer: 20

6. What 3rd parties do you interface with?

• Custodians,

• Prime brokers

• Fund Admin

Answer: None

7. Any prior history, if any, with SS&C or Eze/Advent?

Answer: Yes, we have a contract with SS&C for the PORTIA vendor.

8. In the pricing workbook, Cell G13, Sheet 1 appears to be double counting Cell E12 in the SUM formula. Can the government please validate this formula?

Answer: Price Schedule was updated in Amendment 4.

9. Section C, paragraph 6, Place of Performance states all work must be performed by US Citizens, Section H clause 7.5.2-10 Risk Level Designation identifies the risk level as moderate, which allows US Citizens and Lawful Permanent Residents to perform work on the contract; can the Government confirm US Citizens and Lawful Permanent Residents can perform work on this contract?

Answer: In accordance with (IAW) Section H clause 7.5.2-10(c) Risk Level Designation, “…

Solicitation Number CORHQ-24-R-0519 Portfolio Investment Management System (PIMS)

Questions & Answers Part 2

NONPUBLIC//FDIC BUSINESS

Personnel assigned to provide services under labor categories designated as Moderate or Low risk do not need to be U.S. citizens or Lawful Permanent Residents (LPR) of the United States.

Non-U.S. citizens without LPR status are permitted to work on a FDIC contract with labor categories designated as Moderate or Low risk provided that they:

1. Meet the requirements of being legally admitted to the United States; and

2. Hold a valid authorization to work in the United States”

10. Will the Government confirm that resumes and letters of commitment are not included in the page count for Volume 1, Mission Capability?

Answer: Addressed in Question 83. in Amendment 4.

11. Can the Government confirm which volume to include the Subcontracting Plan? If the Subcontracting Plan should be included in Volume 1, Mission Capability, can the Government confirm the subcontracting plan will not be included in the page count?

Answer: Addressed in Question 85, in Amendment 4

12. Clause 7.5.2-01 Background Investigation Questionnaires states that after proposal are submitted, the offeror shall enter information into the Government's eWorks; can the Government confirm Background Investigation Questionnaires are not required with proposal submissions?

Answer: Correct. BI Questionnaires are not required with proposal submissions.

DOA/ASB

3501 Fairfax Drive Arlington, VA 22226 hamjackson@fdic.gov

(703) 562-6134 hamjackson@fdic.gov

RFP Due Date Remains unchanged at 1 p.m. Thursday, March 6, 2025.