Federal Retirement Disability Calculator RFI Final.docx

Department of Homeland Security (DHS) United States Citizenship & Immigration Services (USCIS) Human Capital and Training (HCT)

SOURCES SOUGHT-REQUEST FOR INFORMATION – 70SBUR25I00000006

Federal Retirement Benefits Calculator

THIS IS A SOURCES SOUGHT - REQUEST FOR INFORMATION (SS-RFI)

This SS-RFI is for informational and planning purposes ONLY and is NOT to be construed as a solicitation or a commitment to issue a solicitation. It is issued for the purpose of conducting market research in accordance with Federal Acquisition Regulation (FAR) Part 10, to locate potential sources, to determine common and customary industry practices, and to allow industry an opportunity to provide comments concerning this requirement. No solicitation is being issued at this time and the Government makes no assertion that a solicitation will be issued. The Government is not obligated to and will not pay for any information received from potential sources because of this notice. Responses to this notice are not offers and cannot be accepted by the Government to form a binding contract, nor do they affect a potential offeror's ability to respond to any future solicitation which may or may not follow or restrict the U.S. Government's eventual acquisition approach.

GENERAL INFORMATION:

Document Type: Sources Sought-Request for Information (SS-RFI) RFI No. 70SBUR25I00000006 Description: Federal Retirement Benefits Calculator Classification Code: R431 Support- Professional: Human Resources Product / Service Code: R699 NAICS Code: 541612, Human Resources Consulting Services

BACKGROUND & SCOPE:

Background

The Office of Human Capital and Training (HCT) within USCIS provides oversight, direction, and operational support for an integrated program of employee benefits and retirement matters for USCIS employees. In order to provide this service, HCT is seeking a Federal retirement and benefits web-based integrated system that will combine managing all HR functions into one program.

Scope

The Scope of this effort is to acquire a SaaS (Software as a Service) solution FedRAMP authorized web-based service for Federal retirement calculations that is accessible by Human Resources specialist and employees alike. The software must provide an integrated solution for benefits calculations and automated form filling for both specialists and employees. The retirement calculator must handle: voluntary, early, and disability retirement benefits; part-time and intermittent service; deposits and re-deposits owed; Social Security (SS)/ Federal Employees Retirement System (FERS) supplement benefits; Thrift Savings Plan (TSP) benefits; survivor benefits; and severance pay. The integrated application needs to contain the Civil Service Retirement System (CSRS), CSRS Offset, FERS, FERS- Revised Annuity Employees (RAE), FERS- Further Revised Annuity Employees (FRAE), Office of Workers Compensation Programs (OWCP), Leave Without Pay (LWOP), USERRA Computations, Death in Service, Specify Service History Report, specify deposit report, Federal Erroneous Retirement Coverage Corrections Act’s (FERCCA) Calculator, and other forms of the Office of Personnel Management (OPM) for electronic form filling, data storage, and case management. Data in the central database may be updated bi-weekly with data from the agency payroll/personnel system.

FRB software requirements:

· Incorporation of all federal retirement systems including:

· FERS, FERS-RAE, FERS-FRAE, CSRS, CSRS Offset, Interim, FICA, Foreign-Service

· Determine retirement coverage errors

· Automatic error notifications

· Determine retirement eligibility

· Calculate service computation dates

· RSCD, LSCD, RIF, TSP SCD

· Compute deposits and redeposits

· Military (including USERRA), Peace Corps, Vista, non-deduction service, refunds

· Deposit/Refund comparison tool

· Record and calculate leave without pay (LWOP) credit

· Calculate sick and annual leave value

· Record and calculate Social Security and associated annuity

· Record and calculate TSP information and associated annuity

· Fill forms (personnel, deposits/redeposits, retirement)

· Prepare retirement estimates for all types of retirement

· Voluntary, phased, deferred, discontinued, postponed, preliminary and final disability, death, reemployed, FERCCA

· FERS supplement

· Social Security offset

· Survivor benefit calculations

· Send forms to employees through case tracking

· Manage and process death and FERCCA cases

· FERCCA comparisons including Social Security and TSP calculations

· Prepare and compile retirement documents for healthy retirement packages

· Self-service employee access portal including case tracking

· Receive inquiries from employees and respond through software case tracking

· Customer service includes:

· Federal regulation incorporation

· Federal form updates

· Subject matter expert

· Data integration with the National Finance Center to provide name, SSN, DOB, SCD, address and salary history

· PIV/CAC login

· Pamphlets and quick guides for users

Estimated Solicitation Release Date: 07/22/2025

Estimated Award Date: 09/01/2025

Base Period: September 1, 2025 – August 31, 2026 o Option 1 Period: September 1, 2026 – August 31, 2027 o Option 2 Period: September 1, 2027 – August 31, 2028 o Option 3 Period: September 1, 2028 – August 31, 2029 o Option 4 Period: September 1, 2029 – August 31, 2030

RESPONSE FORMAT AND GUIDELINES:

Responses shall be submitted to Brandon Smith at Brandon.P.Smith@uscis.dhs.gov and are due by: 12/15/2025

Responses shall include the following information:

1. Company information to include:

a. Company Name, Address, Point of Contact Information.

b. System for Award Management (SAM) Unique Entity Identifier (UEI) #.

c. Business Size and Size Standard / Classification.

2. An introduction of your technical capability or solution to support all the requirements in the attached Statement of Work (SOW).

3. Provide your recommendation for the most appropriate NAICS code for this work along with justification.

4. Provide available contract vehicles that USCIS may utilize to acquire this solution (e.g. GSA schedules, government-wide Indefinite Delivery/Indefinite Quantity contracts, etc.).

5. Provide evidence that your company’s SAAS solution is FedRAMP authorized (e.g. https://www.fedramp.gov/listing).

Additional Information:

Collection of this data does not obligate the Government to incorporate recommendation in any future procurement action nor does it obligate the Government to the procurement of any services or products related to this notice.

Responses to this RFI provided via facsimile, hard (paper) copies, and telephone calls will NOT be accepted. Responses shall not include any proprietary information.