SF 30 -MOD 0001 Q-A.docx
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- (NAF) Bundled 401(k) Plan
- Solicitation number
- HDQMWR-12-R-0005
About this file
Amendment 0001 Questions and Answers Due Date extension
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Other files
| File | Type | Posted |
|---|---|---|
| Attachment A -- 401k Plan Assets and Contributions.xlsx | XLSX spreadsheet | |
| RFP 12-R-0005 401-(k) Plan.docx | DOCX document |
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HDQMWR-12-R-0005
| AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT | |
| 1. | CONTRACT ID CODE |
| PAGE OF PAGES |
| 1 |
| 3 |
| 2. | AMENDMENT/MODIFICATION NO. |
| 3. | EFFECTIVE DATE |
| 4. | REQUISITION/PURCHASE REQ. NO. |
| 5. | PROJECT NO. (If applicable) |
| 0001 |
| 08 DEC 2011 |
6. ISSUED BY CODE
7. ADMINISTERED BY (If other than Item 6) CODE
COMMANDER NAVY INSTALLATIONS
MILLINGTON DETACHMENT
5720 INTEGRITY DRIVE, BLDG 457
MILLINGTON, TN 38055-6500
POC: JOHN WOLFSLAU
COMM: 901/874-6902/ FAX: 901/874-2073
EMAIL: john.wolfslau@navy.mil
SAME AS BLOCK 6
8. NAME AND ADDRESS OF CONTRACTOR No., street, county, State and ZIP Code)
9A. AMENDMENT OF SOLICITATION NO.
HDQMWR-12-R-0005
| X | |
| 9B. | DATED (SEE ITEM 11) |
NOV 22, 2011
| 10A. | MODIFICATION OF CONTRACT/ORDER |
| NO. |
10B. DATED (SEE ITEM 13)
CODE
FACILITY CODE
11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS
| |X| The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers |
| |X| is extended, |
| |_| is not extended. |
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
| 1 |
| copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer |
submitted; 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 you 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.
13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACT/ORDERS,
IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.
| A. | THIS CHANGE IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CON- |
| TRACT 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)
| E. | IMPORTANT: Contractor |
| |_| is not, | |
| |_| is required to sign this document and return |
copies to the issuing office.
14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)
The purpose of this amendment is to provide the interested parties answers to questions received in response to the solicitation.
A. See following page(s) for answers (pages two and three plus attachment A).
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.
| 15A. | NAME AND TITLE OF SIGNER (Type or print) |
| 16A. | NAME AND TITLE OF CONTRACTING OFFICER (Type or print) |
| 15B. | CONTRACTOR/OFFEROR |
| 15C. | DATE SIGNED |
| 16B. | UNITED STATES OF AMERICA |
| 16C. | DATE SIGNED |
BY
(Signature of person authorized to sign)
(Signature of Contracting Officer)
NSN 7540-01-152-8070
PREVIOUS EDITION UNUSABLE
| 30-105 |
| STANDARD FORM 30 (REV. 10-83) |
Prescribed by GSA
FAR (48 CFR) 53.243
HDQMWR-12-R-0005 - Amendment A0001 (NAF) Bundled 401k Plan Questions & Answers
| Question 1. | How many physical locations are to be covered? | |
| Response: | 70 - 100 |
| Question 2. | Are onsite enrollment meetings required or are webcasts a viable medium for providing service to plan participants? |
| Response: | We would like as many onsite as possible with webcasts for smaller activities (locations). |
| Question 3. | Annual employee (plan participant) turnover rate? - | |
| Response: | Both if available |
| Question 4. | Does the current plan have a termination fee? | |
| Response: | NO |
| Question 5. | Does the current plan hold any in force insurance policies? | |
| Response: | NO |
Question 6. Please provide the details of the current investment plan options.
Response: Current options are:
Premier Money Market (Babson) Select PIMCO Total Return Destination Retirement Income Destination Retirement 2010 Destination Retirement 2020 Destination Retirement 2030 Destination Retirement 2040 Sel Fundmentl Val (Wellington) Sel Indexd Eqty (Northrn Trst) Eqty Grth (Am Century) Growth America (American) Mid Cap Core Equity (Invesco) Sel Sm Co Vl (Fed Clov/TRP/ERNST) Total Return (Royce) Sel Sm Cap Grth Eq (W&R/Wllngtn) Sel Overseas (MFS/Hrs/AllBer) Premier Global (OFI) Sel NASDAQ-100 (Nrthrn Trst) Sel Overseas (MFS/Hrs/AllBer) Premier Global (OFI) Sel NASDAQ-100 (Nrthrn Trst)
Question 7. Please provide the current investment options and assets by fund.
Response: Attachment A
| Responses: | |||||
| Question 8. What is the fixed/stable value option today | Money Market | ||||
| - Is it 100% liquid at termination? | YES | ||||
| - Is there a 12 month put? | NO | ||||
| - What is the current crediting yield? | 0 | ||||
| - What is the current expense (if non-general account)? | .56% |
Question 9. What were the total contributions in 2010? $9,505,542
Question 10. What were the total distributions in 2010? $7,759,463
Question 11. On page 11 or 45 it is mentioned that there are 9,763 eligible participants and 4,211 active participants. Are the 4,211 actively contributing or do they simply have an account balance?
Response: Participants with a balance
Question 12. How many education days are provided on an annual basis for your program today?
| NO | |||
| - What are the locations of these education days? | N/A | ||
| - Are these locations international? | NO. | ||
| - If so, how many days and where? | N/A |
Question 13. Are non-US citizens eligible for this plan? NO
Question 14. Please clarify "multilingual support". Which languages will be required?
Response: English, Spanish
Question 15. You mentioned that there were 5000 employees within the CNIC 401K umbrella. I need to know if the plan is managed on a regional level or the entire CNIC organization. Is this for the NAS Millington location?
Response: Currently managed on a regional level
Question 16. Additionally, there are different channels based on assets and it will affect what information I send you. Could you let me know which of the channels the plan would fit in?
0 - 5 million 5 - 25 million 25 - 100 million Response: ABOVE 100 MILLION
Question 17. As outlined on page 21, Section 14 Legal Status can you please confirm NAFI is a US Government entity and as such would the Provider be considered a Federal contractor and subject to Federal Acquisition Regulations(FAR)? The purpose of the inquiry is to determine our legal status under this arrangement.
Response: CNIC is a Non-Appropriated Funds Instrumentality and doesn't fall under the FAR except for the FAR clauses which are included in the solicitation/contract, however CNIC is considered a Federal Government Entity. Any contractor would be considered a federal contractor, however will only be subject to the NAFI clauses and FAR clauses listed in the contract.
C. No more questions will be accepted from prospective contractors as of 09 December 2011.
D. The closing date of Solicitation No. HDQMWR-12-R-0005 remain 4:00 P.M., CST, 23 December 2011.
E. All other terms and conditions of the solicitation remain unchanged.
(End Narrative of Amendment No. 0001)
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