Intent to Sole Source.pdf

INTENT TO SOLE SOURCE

Automated Retirement Benefits Software and User Subscriptions

SS-FSA-25-047

The Bureau of the Fiscal Service (Fiscal Service), on behalf of the Administrative Resource Center (ARC), intends to award on a sole source basis to Government Retirement & Benefits, Inc. No alternative source/competitive vendor or regulatory agency has been identified as a provider of this service. The proposed Contractor will provide employees with a 24/7 automated self-service retirement software that calculates annuity estimates, view associated benefits data, and manage their retirement information and requests. This software will provide the capability for 30,000 employees to obtain subscriptions that will transfer their personally identifiable information (PII) to Human Resource Specialists to perform essential tasks. The subscription software shall include a comprehensive library of Federal Benefits and e-learning capability. This acquisition will encompass a multi-user web-based government retirement and benefits software system that will meet the specifications described in the attached Statement of Objective.

No other source is authorized to provide automated self-service retirement software and User Subscriptions to the Bureau of the Fiscal Service employees.

The Period of Performance for the contract is anticipated to be one (1) 12-month base period and four (4) 12-month option periods with an anticipated award date of 05/26/2025.

NO SOLICITATION IS AVAILABLE. A request for more information, or a copy of the solicitation, will not be considered an affirmative response to this Special Notice. Telephone responses or inquiries to this Special Notice will not be accepted.

All responsible sources may submit a capability statement, proposal, or quotation, which shall be considered by the agency. Fiscal Service will consider responses received no later than 05/15/2025. Responses shall be submitted electronically to purchasing@fiscal.treasury.gov, SS-FSA-25-047 / Attn: CC – TA. Responses must include sufficient evidence that clearly shows your company is capable of providing the requirement described in this notice.

Responses received will be evaluated; however, a determination by the Government not to compete the proposed procurement based upon responses to this notice is solely within the discretion of the Government. If no written response is received by the aforementioned deadline that clearly demonstrates an ability to meet all requirements, and that is more advantageous to the Government, Fiscal Service will make award on a sole source basis to Government Retirement & Benefits, Inc.

Qualified Contractors must provide the following:

1. The name and location of your company, contact information, and identify your business size (Small Business, Small Disadvantaged Business, 8(a), Service-Disabled Veteran Owned Small Business, HUBZone, Women Owned Small Business, Other than Small Business etc.). Please ensure contact information includes the name of the point of contact, email address, and telephone number, should the Government have questions regarding individual responses.

mailto:purchasing@fiscal.treasury.gov

2. UEI Number.

3. Specific details of the product(s) that your company offers in regard to this notice.

4. Whether your content is available through a Government contract vehicle or Open Market.

5. A brief capabilities statement (not to exceed 5 pages) that includes a description of your company's standard line of business, as well as a list of customers to whom your company currently provides the specific required content.

The following file extensions are not allowable and application materials/data submitted with these extensions cannot be considered:

.bat, .cab, .cmd, .com, .cpl, .dot, .dotx, .exe, .hqx, .hta, .mim, .mp3, .mp4, .pif, .rar, .scr, .vbs, .uu, .uue, .vbs, .wsf, xxe,.wmv, html, mhtml, and .zip files

The allowable Microsoft Office and Adobe PDF file types as follows:

Microsoft Office (.doc, .docx, .xls, .xlsx, .ppt, .pptx) and Adobe PDF (.pdf) are acceptable.

No other information regarding this Special Notice will be provided at this time.

CO Initials: _______

Self-Service Retirement Tool, Technical Requirements

TECHNICAL SPECIFICATIONS

SOFTWARE AND SELF-SERVICE RETIREMENT TOOL

U.S. DEPARTMENT OF THE TREASURY, BUREAU OF THE FISCAL SERVICE

1.0 OBJECTIVE

The purpose of this document is to outline the technical requirements for a multi-user web-based government retirement and benefits software system. The system shall meet the specifications and/or perform the following operations outlined in Section 2.0.

The system shall support an employee population of approximately 25,000 – 30,000. The system shall also be scalable with the ability to add new shared services customers as the Administrative Resource Center (ARC) continues to expand its shared services marketplace presence.

2.0 SOFTWARE SPECIFICATIONS FOR MULTI-USER WEB-BASED SYSTEM (Required)

a) Build and store employee service histories

b) Calculate the following Service Computation Dates (SCD):

Leave/Reduction in Force (RIF) Law Enforcement Officer (LEO)/Fire Fighter (FF) Regular Civilian Retirement Thrift Savings Plan

c) Calculate the following Full and Part-Time Retirement Annuity Estimates for CSRS & FERS:

Optional Discontinued/Early Optional Deferred Disability Survivor Benefits (Death) Special Groups (LEO and FF) Phased Retirement

d) Calculate other Retirement-Related Computations

Post 56 Military Deposits for CSRS & FERS Uniformed Services Employment and Reemployment Rights Act (USERRA) Military

Deposits for CSRS & FERS Civilian Deposits and Redeposits for CSRS & FERS employees Retirement System (FERS) Annuity Supplement Severance Pay Lump Sum Annual Leave Payment Federal Erroneous Retirement Coverage Corrections Act (FERCCA) Retirement Estimates

e) Estimate Social Security Benefits

Old-Age Benefits Amount of Civil Service Retirement System (CSRS) Offset Windfall Elimination Provision (WEP) Government Pension Offset (GPO)

f) Compute the High-3 Average Salary for employees with:

Breaks in Service Less than 3-year Period Part-time Employment

g) Produce written reports for all calculations & computations as listed in items (a) through (f)

h) Allow downloading and saving written reports in Adobe PDF format for e-mailing

i) Allow for the completion, printing and storage of all approved forms as listed in items (a) through (f)

j) The software shall be hosted and supported by the vendor. This is inclusive of all hardware, bandwidth, administration of application, and updates/patches. The vendor will also supply unlimited software usage and technical support, inclusive of remote support of installation and configuration, delivery of all updates/patches, etc. Support shall be provided from 9am – 5 pm Eastern time.

k) Provide for the exportation of data records in a database format from the hosted vendor back to the Government at the conclusion of the contract. The database format such as CSV, XML, comma-delimited, or text is permitted.

NOTE: The above is not intended to be an exhaustive list of specifications, but rather an overview of the minimum expectations.

All specifications from Section 2.0 – SOFTWARE SPECIFICATIONS FOR MULTI USER WEB BASED SYSTEM shall apply, with the following additions:

a) Provide Employee Self-service options for ARC’s Shared Services Customers to include:

Retirement calculator available 24/7 to employees Option to apply for retirement and submit paperwork to HR via the automated system Secure portal for transmitting Personally Identifiable Information (PII) between employees and HR Comprehensive reference library of content relating to Federal benefits, with e-learning capabilities that provide education opportunities to employees. The reference library shall consist of the most up to date procedural and regulatory guidance; changes to the library shall be made no later than 30 days after issuance to ensure that the library is always up-to-date.

Case tracking tools for receiving, organizing and tracking requests for retirement and benefit information between employees and Human Resources Personalized benefits statements including total compensation statements, among other options

b) Employee Case Tracking & Reporting System: The system will allow access by the employee and HR staff to create, route and track individual actions. Report generation will provide for standard and performance ad hoc reports to meet management needs. The reports will be provided via “data views” and printed format/.PDF files.

c) Data Import/Export Services: This service will allow data to flow to/from multiple personnel/payroll systems to the host database with up-to-date personnel and payroll information. The system shall accommodate a biweekly transfer of data conducted through the Treasury OCIO’s HR Connect - Enterprise Data Management Border Server. The contractor shall accommodate alternative submission and manual loading of data should any problems or outages occur with the Border Server and associated technology.

NOTE: The above is not intended to be an exhaustive list of specifications, but rather an overview of the minimum expectations.

3.0 QUANTITY

The Government anticipates purchasing:

a) An automated, commercial off the shelf (COTS) self-service retirement and benefits tool to support an employee population of approximately 25,000-30,000 and scalable to allow for new shared services customers. Optional line items for additional employee support will be included for each option period.