PBGC01-RP-14-0010_-_Sarasota_-_FBA_Services.pdf

RFQ IFB RFP

ECONOMICALLY DISADVANTAGED

WOMEN-OWNED SMALL BUSINESS

(EDWOSB)

WOMEN-OWNED SMALL

BUSINESS (WOSB)

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODEFACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATED . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 3/2011)

Prescribed by GSA - FAR (48 CFR) 53.212

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

17a CONTRACTOR/

OFFEROR.

CODE

8 (A)

SIZE STANDARD:

NAICS:

% FOR:SET ASIDE:UNRESTRICTED OR

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

10. THIS ACQUISITION IS

STANDARD FORM 1449 (REV. 3/2011) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

SCHEDULE Continued

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

PAGE 3 OF 96 PBGC01-RP-14-0010

PRICE CEILING

0001 The contractor shall provide services at the Field

Benefit Administration (FBA) office in Sarasota, FL in accordance with Section C, Statement of Work at the proposed regular labor hour prices in accordance with Section B.3, Pricing Schedule.

BASE PERIOD: 08/29/2014 - 08/28/2015

1.00 LO

OPTIONAL CLIN - OVERTIME

0002 The contractor shall provide services at the Field Benefit Administration (FBA) office in Sarasota, FL in accordance with Section C, Statement of Work at the proposed overtime labor hour prices in accordance with Section B.3, Pricing Schedule.

BASE PERIOD: 08/29/2014 - 08/28/2015

OPT

1001 The contractor shall provide services at the Field

Benefit Administration (FBA) office in Sarasota, FL in accordance with Section C, Statement of Work at the proposed labor hour prices in accordance with Section B.3, Pricing Schedule.

Period of Performance: 08/29/2015 to 08/28/2016

1002 The contractor shall provide services at the Field

Benefit Administration (FBA) office in Sarasota, FL in accordance with Section C, Statement of Work at the proposed overtime labor hour prices in accordance with Section B.3, Pricing Schedule.

OPTION PERIOD 1

Period of Performance: 08/29/2015 to 08/28/2016

2001 The contractor shall provide services at the Field

Benefit Administration (FBA) office in Sarasota, FL in accordance with Section C, Statement of Work at the proposed regular labor hour prices in accordance with Section B.3, Pricing Schedule.

Period of Performance: 08/29/2016 to 08/28/2017

2002 The contractor shall provide services at the Field

Benefit Administration (FBA) office in Sarasota, FL in accordance with Section C, Statement of Work at the proposed overtime labor hour prices in accordance with Section B.3, Pricing Schedule.

OPTION PERIOD 2

Period of Performance: 08/29/2016 to 08/28/2017

SCHEDULE Continued

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

PAGE 4 OF 96 PBGC01-RP-14-0010

3001 The contractor shall provide services at the Field Benefit

Administration (FBA) office in Miami, FL in accordance with Section C, Statement of Work at the proposed regular labor hour prices in accordance with Section B.3, Pricing Schedule.

Period of Performance: 08/29/2017 to 08/28/2018

3002 The contractor shall provide services at the Field

Benefit Administration (FBA) office in Sarasota, FL in accordance with Section C, Statement of Work at the proposed overtime labor hour prices in accordance with Section B.3, Pricing Schedule.

OPTION PERIOD 3

Period of Performance: 08/29/2017 to 08/28/2019

4001 The contractor shall provide services at the Field

Benefit Administration (FBA) office in Sarasota, FL in accordance with Section C, Statement of Work at the proposed regular labor hour prices in accordance with Section B.3, Pricing Schedule.

Period of Performance: 08/29/2018 to 08/28/2019

4002 The contractor shall provide services at the Field

Benefit Administration (FBA) office in Sarasota, FL in accordance with Section C, Statement of Work at the proposed overtime labor hour prices in accordance with Section B.3, Pricing Schedule.

OPTION PERIOD 4

Period of Performance: 08/29/2018 to 08/28/2019

Table of Contents

PAGE 5 OF 96 PBGC01-RP-14-0010

SECTION B SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 PBGC-44-001 OTHER DIRECT COSTS (MAY 2012)

B. 2 DESCRIPTION OF SERVICES

B. 3 PRICING SCHEDULE

SECTION C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1 STATEMENT OF WORK

SECTION D PACKAGING AND MARKING

D. 1 PBGC-11 004 PACKAGING AND MARKING (JAN 2012)

SECTION E INSPECTION AND ACCEPTANCE

E. 1 52.246-6 INSPECTION--TIME-AND-MATERIAL AND LABOR-HOUR (MAR 2001)

E. 2 PBGC-46-001 INSPECTION AND ACCEPTANCE OF DELIVERABLES (JAN 2012)

SECTION F DELIVERIES OR PERFORMANCE

F. 1 52.242-15 I STOP-WORK ORDER (AUG 1989)--ALTERNATE I (APR 1984)

F. 2 PBGC-45 001 GOVERNMENT FURNISHED INFORMATION, ASSISTANCE AND/OR EQUIPMENT (JAN 2012)

F. 3 CONTRACT TYPE

F. 4 GOVERNMENT FURNISHED EQUIPMENT

F. 5 HOURS OF OPERATION

F. 6 PLACE OF DELIVERY

F. 7 PLACE OF PERFORMANCE

F. 8 TRAINING

SECTION G CONTRACT ADMINISTRATION DATA

G. 1 PBGC-32-001 SUBMISSION OF INVOICES (LABOR-HOUR) (JAN 2012)

G. 2 PBGC-42-001 CONTRACTING OFFICER'S REPRESENTATIVE (JAN 2012)

G. 3 PBGC-42-002 OBSERVANCE OF LEGAL HOLIDAYS (JAN 2012)

SECTION H SPECIAL CONTRACT REQUIREMENTS

H. 1 PBGC-00-001 PROFESSIONAL ATTIRE (OCT 2005)

H. 2 PBGC-03-001 CONFIDENTIALITY OF INFORMATION (OCT 2004)

H. 3 PBGC-03-002 ORGANIZATIONAL CONFLICTS OF INTEREST (OCT 2004)

H. 4 PBGC-03-003 SUITABILITY DETERMINATION REQUIREMENTS (JAN 2012)

H. 5 PBGC-04-004 PBGC INFORMATION SECURITY (FEB 2011)

H. 6 PBGC-04-005 PROTECTION OF PERSONALLY IDENTIFIABLE INFORMATION (PII) (FEB 2013)

H. 7 PBGC-09-001 RESTRICTIONS AGAINST DISCLOSURE OF INFORMATION (JAN 2012)

H. 8 PBGC-31-004 AGENCY AWARENESS TRAINING (JAN 2012)

H. 9 PBGC-37-001 KEY PERSONNEL (MAR 2012)

H. 10 PBGC-37-002 EDUCATION AND EXPERIENCE QUALIFICATIONS (JUL 2009)

H. 11 PBGC-39-001 ELECTRONIC AND INFORMATION TECHNOLOGY (OCT 2004)

H. 12 CONTRACTOR PERSONNEL

SECTION I CONTRACT CLAUSES

I. 1 52.212-4 I CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (SEPT 2013)--ALTERNATE I (AUG

2012)

I. 2 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--

COMMERCIAL ITEMS (JAN 2014)

I. 3 52.216-31 TIME-AND-MATERIALS/LABOR-HOUR PROPOSAL REQUIREMENTS -- COMMERCIAL ITEM ACQUISITION

(FEB 2007)

Table of Contents

PAGE 6 OF 96 PBGC01-RP-14-0010

I. 4 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I. 5 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I. 6 52.232-7 PAYMENTS UNDER TIME-AND-MATERIALS AND LABOR-HOUR CONTRACTS (AUG 2012)

I. 7 52.244-2 SUBCONTRACTS (OCT 2010)

I. 8 PBGC-09-001 RESTRICTIONS AGAINST DISCLOSURE OF INFORMATION (JAN 2012)

I. 9 PBGC-39-001 ELECTRONIC AND INFORMATION TECHNOLOGY (OCT 2004)

SECTION J LIST OF ATTACHMENTS

J. 1 ATTACHMENTS

SECTION K REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K. 1 52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL ITEMS (NOV 2013)

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L. 1 52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (JULY 2013)

L. 2 52.233-2 SERVICE OF PROTEST (SEP 2006)

L. 3 PBGC-15-005 QUESTIONS CONCERNING THE SOLICITATION (OCT 2004)

L. 4 PBGC-15-007 EXPENSES RELATED TO PROPOSAL SUBMISSION (OCT 2004)

L. 5 PBGC-15 011 REFERENCE AND EVALUATION (OCT 2004)

L. 6 ADDENDUM TO FAR 52.212-1 INSTRUCTIONS TO OFFERORS

SECTION M EVALUATION FACTORS FOR AWARD

M. 1 FAR 52.212 EVALUATION - COMMERCIAL ITEMS

M. 2 AWARD ON INITIAL PROPOSALS

M. 3 COMPETITIVE RANGE DETERMINATION

M. 4 EVALUATION OF OPTIONS

M. 5 EXCHANGES WITH OFFERORS

PAGE 7 OF 96 PBGC01-RP-14-0010

SECTION B

SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 PBGC-44-001 OTHER DIRECT COSTS (MAY 2012)

The Contractor shall be reimbursed for the actual cost of other direct costs determined to be allowable in accordance with Part 31 of the Federal Acquisition Regulation and authorized by the Contracting Officer or his designee prior to the contractor incurring the charge.

If Travel and Per Diem are authorized they will be reimbursed in accordance with the Federal Travel Regulation (FTR) in effect at the time the travel is authorized by PBGC. All travel requirements must be met using the most economical form of transportation available and must be scheduled sufficiently in advance to take advantage of offered discount rates unless waived by the Contracting Officer. You may find the FTR at http://www.gsa.gov/ portal/content/104790.

B. 2 DESCRIPTION OF SERVICES

B. 3 PRICING SCHEDULE

PAGE 8 OF 96 PBGC01-RP-14-0010

PRICING SCHEDULE

The price schedule below is inclusive of all Contractor costs (direct and indirect) for performing services outlined in the SOW.

The CLINs identified below indicate the number of hours for each labor category in the Base

Year and each of the Option years.

BASE YEAR

August 29, 2014 – August 28, 2015

CLIN

(Regular

Rate)

Labor

Category

Maximum

Hours at

Regular

Rate

Regular

Rate

Total

Amount for

Hours at

Regular

Rate

OPTIONAL

CLIN

(Overtime

Rate)

Maximum

Hours at

Overtime

Rate

Overtime

Rate

Total

Amount for

Hours at

Overtime

Rate

Total

Amount

Regular

Overtime

0001A Project

Manager

1,960 0002A 0

0001B Assistant

Project

Manager

1,960 0002B 0

0001C Benefits

Supervisor

9,800 0002C 1,750

0001D Team Leader 11,760 0002D 2,520

0001E LAN-WAN

Administrator

1,960 0002E 210

0001F Technical

Support

Assistant

1,960 0002F 210

0001G Quality

Review

Analyst

5,880 0002G 945

0001H Senior Pension

Administrator

33,320 0002H 6,069

0001I Junior Pension

Administrator

31,360 0002I 7,680

001J Entry Pension

Administrator

19,600 0002J 5,250

0001K Administrative

Support

9,800 0002K 2,625

TOTAL 129,360 27,259

0001L Other Direct

Costs (ODC)

NTE $50,000.00

TOTAL VALUE

PAGE 9 OF 96 PBGC01-RP-14-0010

OPTION YEAR 1

August 29, 2015 – August 28, 2016

CLIN

(Regular

Rate)

Labor

Category

Maximu m Hours at

Regular

Rate

Regular

Rate

Total

Amount for

Hours at

Regular

Rate

OPTIONAL

CLIN

(Overtime

Rate)

Maximum

Hours at

Overtime

Rate

Overtime

Rate

Total

Amount for

Hours at

Overtim e Rate

Total

Amount

Regular &

Overtime

1001A Project

Manager

1,960 1002A 0

1001B Assistant

Project

Manager

1,960 1002B 0

1001C Benefits

Supervisor

9,800 1002C 1,750

1001D Team Leader 11,760 1002D 2,520

1001E LAN-WAN

Administrator

1,960 1002E 210

1001F Technical

Support

Assistant

1,960 1002F 210

1001G Quality

Review

Analyst

5,880 1002G 945

1001H Senior Pension

Administrator

33,320 1002H 6,069

1001I Junior Pension

Administrator

31,360 1002I 7,680

1001J Entry Pension

Administrator

19,600 1002J 5,250

1001K Administrative

Support

9,800 1002K 2,625

TOTAL 129,360 27,259

1001L Other Direct

Costs (ODC)

NTE $50,000.00

PAGE 10 OF 96 PBGC01-RP-14-0010

OPTION YEAR 2

August 29, 2016 – August 28, 2017

CLIN

(Regular

Rate)

Labor

Category

Maximum

Hours at

Regular

Rate

Regular

Rate

Total

Amount for

Hours at

Regular

Rate

OPTIONAL

CLIN

(Overtime

Rate)

Maximum

Hours at

Overtime

Rate

Overtime

Rate

Total

Amount for

Hours at

Overtime

Rate

Total

Amount

Regular &

Overtime

2001A Project

Manager

1,960 2002A 0

2001B Assistant

Project

Manager

1,960 2002B 0

2001C Benefits

Supervisor

9,800 2002C 1,750

2001D Team Leader 11,760 2002D 2,520

2001E LAN-WAN

Administrator

1,960 2002E 210

2001F Technical

Support

Assistant

1,960 2002F 210

2001G Quality

Review

Analyst

5,880 2002G 945

2001H Senior Pension

Administrator

33,320 2002H 6,069

2001I Junior Pension

Administrator

31,360 2002I 7,680

2001J Entry Pension

Administrator

19,600 2002J 5,250

2001K Administrative

Support

9,800 2002K 2,625

TOTAL 129,360 27,259

2001L Other Direct

Costs (ODC)

NTE $50,000.00

OPTION YEAR 2

PAGE 11 OF 96 PBGC01-RP-14-0010

OPTION YEAR 3

August 29, 2017 – August 28, 2018

CLIN

(Regular

Rate)

Labor

Category

Maximum

Hours at

Regular

Rate

Regular

Rate

Total

Amount for

Hours at

Regular

Rate

OPTIONAL

CLIN

(Overtime

Rate)

Maximum

Hours at

Overtime

Rate

Overtime

Rate

Total

Amount for

Hours at

Overtime

Rate

Total

Amount

Regular &

Overtime

3001A Project

Manager

1,960 3002A 0

3001B Assistant

Project

Manager

1,960 3002B 0

3001C Benefits

Supervisor

9,800 3002C 1,750

3001D Team Leader 11,760 3002D 2,520

3001E LAN-WAN

Administrator

1,960 3002E 210

3001F Technical

Support

Assistant

1,960 3002F 210

3001G Quality

Review

Analyst

5,880 3002G 945

3001H Senior Pension

Administrator

33,320 3002H 6,069

3001I Junior Pension

Administrator

31,360 3002I 7,680

3001J Entry Pension

Administrator

19,600 3002J 5,250

3001K Administrative

Support

9,800 3002K 2,625

TOTAL 129,360 27,259

3001L Other Direct

Costs (ODC)

NTE $50,000.00

OPTION YEAR 3

PAGE 12 OF 96 PBGC01-RP-14-0010

OPTION YEAR 4

August 29, 2018 – August 28, 2019

CLIN

(Regular

Rate)

Labor

Category

Maximum

Hours at

Regular

Rate

Regular

Rate

Total

Amount for

Hours at

Regular

Rate

OPTIONAL

CLIN

(Overtime

Rate)

Maximum

Hours at

Overtime

Rate

Overtime

Rate

Total

Amount for

Hours at

Overtime

Rate

Total

Amount

Regular &

Overtime

4001A Project

Manager

1,960 4002A 0

4001B Assistant

Project

Manager

1,960 4002B 0

4001C Benefits

Supervisor

9,800 4002C 1,750

4001D Team Leader 11,760 4002D 2,520

4001E LAN-WAN

Administrator

1,960 4002E 210

4001F Technical

Support

Assistant

1,960 4002F 210

4001G Quality

Review

Analyst

5,880 4002G 945

4001H Senior Pension

Administrator

33,320 4002H 6,069

4001I Junior Pension

Administrator

31,360 4002I 7,680

4001J Entry Pension

Administrator

19,600 4002J 5,250

4001K Administrative

Support

9,800 4002K 2,625

TOTAL 129,360 27,259

4001L Other Direct

Costs (ODC)

NTE $50,000.00

OPTION YEAR 4

PAGE 13 OF 96 PBGC01-RP-14-0010

SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1 STATEMENT OF WORK

SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 Introduction: The contractor shall provide all personnel, supervision and non-personal services necessary to perform defined pension benefit administration services for the Benefits Administration & Payment Department (BAPD) of the Pension Benefit Guaranty Corporation (PBGC) as defined in this Statement of Work (SOW) except as specified in Section F as Government furnished property and services at PBGC’s established Field Benefits Administration Office located at:

One Sarasota Tower, Suite 700 Two North Tamiami Trail

Sarasota, FL 34236

C.2 Background: The Pension Benefit Guaranty Corporation (PBGC), is a Government-owned corporation, established under Title IV of the Employee Retirement Income Security Act (ERISA) of 1974. Background and mission information is available at http://www.pbgc.gov/about/about.html

The Field Benefits Administrators (FBAs) serve a vital role in performing almost 100% of the participant administration on PBGC's trusteed plans. The work of the FBA typically begins when a plan is recommended for termination by the PBGC. The FBA is responsible for participant administration of the plan from trusteeship until a plan goes to Post Valuation Administration (PVA). In some instances, the FBA has also provided services during the PVA phase of processing. Typically the case processing cycle lasts on average 2.5 to 3.5 years. Once the plan has gone through the Plan Closing Process, the plan is transferred to a Post Valuation Administration center.

The exact number of plan terminations each year cannot be predicted by BAPD. Workloads are impacted by economic conditions. A goal of this solicitation is to provide PBGC with enough flexibility within the Field Benefit Administration services to accommodate both the increased and decreased workloads.

This contract will support PBGC’s Strategic Goal #2: The PBGC will provide exceptional service to customers and stakeholders and Goal # 3: The PBGC will exercise effective and efficient stewardship of PBGC resources. The strategic goals provide for the following outcome results respectively.

Outcome for Goal #1: Timely, accurate and responsive customer service and self-service tools.

Outcome for Goal # 2: Efficient operational processes, procedures and systems that have capacity to handle variable workloads.

PAGE 14 OF 96 PBGC01-RP-14-0010

C.3 Objectives: The primary objective of this contract effort is to provide participant focused defined benefit pension administration services to PBGC’s trusteed plans until the plans are transferred to a Post Valuation Administration center. The Contractor shall provide services which include but are not limited to:

• Gathering and maintaining participant data;

• Processing benefit payments to eligible participants and beneficiaries;

• Processing deceased notifications, address and direct deposit changes;

• Distributing benefit determination letters;

• Maintaining participant documentation;

• Handling oral and written inquiries from plan participants;

• Performing plan closing;

• Providing case processing audit support, to include database building, etc.

• LAN Administration Support;

• Special projects such as; supporting systems testing, participant meetings, etc.

The Contractor shall be required to provide transition support for plans transferred from “estimated status” (once the plan has been closed) to the Post Valuation Administration (PVA) center. This support may be in the form of ongoing communications on plan specific issues not addressed in the plan closing memo and may require travel to the PVA center to ensure a successful and efficient case transfer. Generally, this post valuation processing support could last for up to 90 days after the initial case transfer, but may be extended if necessary.

C.4 Scope: Under this contract, the contractor shall provide strictly non-personal services and shall work as an independent contractor not subject to the supervision of the government. The Contractor shall be required to work in a collaborative effort with the various divisions within BAPD as well as other contractors that support the mission of the department. The Contractor may be required to work with all seven (7) of BAPD’s Trusteeship Processing Divisions (TPDs) simultaneously on the case inventory that is awarded. The TPDs are responsible for establishing and monitoring workplan dates, providing technical guidance on specific plan pension provisions, executing on work deliverables, review of work products, etc on Contractor assigned cases.

C.5 Performance Period: The period of performance shall be for one (1) Base Year and four

(4) one year options commencing on the contract award date. The Period of Performance reads as follows:

Base Year: Contract Award date +12 months Option 1: 1 year Option 2: 1 year Option 3: 1 year Option 4: 1 year

PAGE 15 OF 96 PBGC01-RP-14-0010

Phase In. To ensure a smooth transition in the change of work effort, the contractor shall develop a 30-day Phase-In Plan. The Contractor’s Phase-In Plan will describe in detail the transition between outgoing and incoming contractor and how responsibility for services transitions with no interruption in services.

Phase Out. A transition is expected to occur during the last six (6) months of the performance period. However, the transition period can occur at an earlier date. If the government requires a transition earlier than the end of the performance period, the contractor may have up to six months to complete the transition. The transition time will be dependent on case inventory and the processing stage of cases in the inventory. The Contractor shall fulfill the terms of the contract, resolve issues concerning government property, submit all necessary reports (e.g., technical or progress reports), receive final technical acceptance and submit all necessary financial information at the end of the transition period. The Government contemplates that at some point during the life of the contract this requirement will transition into the Benefit Administration Support Services (BASS) requirement. The BASS requirement shall consolidate current Field Benefit Administration (FBA) offices and services into a single contract whereby the contractor shall provide and maintain the facilities, space, furniture, supplies, support services, and personnel necessary to perform defined benefit pension administration services.

The government reserves the right to extend the term of this contract at the prices set forth in Section B in accordance with the terms and conditions contained in clause 52.217-9 entitled, “Option to Extend the Term of the Contract”.

C.6 Quality Control: The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this WS and BAPD On-Line Procedures Manual (BAPD Manual) Attachment 1. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which the contractor assures himself that his work complies with the requirements of the contract. At a minimum, the contractor shall develop quality control procedures that address the areas identified in Technical Exhibit 1, “Performance Matrix Summary”. After PBGC acceptance of the quality control plan the contractor must receive the contracting officer’s acceptance in writing of any proposed change to the QC system.

The contractor’s QC plan must be submitted with their proposal. The QC plan should be submitted in a word document, following the format outlined in Section L and will not count against the allowable pages for the technical portion of the proposal.

C.7 Performance Requirements Matrix Summary: The government shall monitor the contractor’s performance under this contract in accordance with the Performance Matrix Summary provided in Technical Exhibit 1. This matrix is primarily focused on what the government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

The government reserves the right to change the performance measures and/or performance targets throughout the contract performance period. The government will provide the contractor with a 30 day notice of any changes to the stated performance measures or targets.

PAGE 16 OF 96 PBGC01-RP-14-0010

C.8 Bilingual Requirement: The contractor shall provide one (1) employee, under any of the labor categories provided, who is fluent in Spanish (reading, writing and speaking). Non-routine calls and inquiries from Spanish-speaking participants will be transferred to the FBA Office for handling. The Contractor shall transfer non-English and non-Spanish speaking participants to the Customer Contact Center.

C.9 Periodic Progress Meetings: The contracting officer, Contracting Officer’s Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues.

C.10 Monthly Burn Report: The Contractor shall submit to the COR a monthly burn report that includes the labor hours per labor category, labor rate per labor category and other direct costs.

This report shall be submitted to the COR by the fifth (5th) workday following the end of the month in spreadsheet format (Excel).

The PBGC may at times need to track costs by case. The contractor will be requested to track costs by case when the need arises.

C.11 Contractor Furnished Items And Services

Except for those items specifically stated to be Government furnished property and equipment in Section F, the Contractor shall furnish: a staff that meet or exceed the minimum qualifications as outlined in Section H.

C.12 Project Management and Support Services

If an offeror proposes for more than one office, the offeror must propose a different set of key personnel for each office.

C.12.1 The Contractor shall designate the positions of Project Manager, Assistant Project Manager, and LAN Administrator(s) as key personnel as required under Section H of this contract. The Contractor shall provide advance notification to the COR (as specified in Section H) any potential/planned changes in key contract personnel. See Section H regarding additional requirements for Key Personnel. The Contractor shall provide for contract management to effectively plan, perform and control the work of the day-to-day operations of the contract. The project manager and assistant project manager are required to manage the activities performed under this contract, and to ensure effective utilization of resources and coordination of projects with the PBGC. The key personnel designated shall work the majority of billable hours on-site at the PBGC facility.

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The contractor shall not bill for hours spent performing overhead services, such as preparing payroll, hiring employees, meeting with legal representatives, accountants and benefit providers directly to the contract.

C.12.2 The Contractor shall make provisions acceptable to the PBGC for dealing with unsatisfactory personnel. The contractor shall ensure that personnel are generally available for the duration of the contract. This is to avoid the expense and time loss associated with multiple orientation sessions, start-up learning curves and lost experience.

C.12.3 The Contractor is responsible for ensuring the quality of all work performed by the staff.

The Contractor is responsible for taking timely corrective action to limit the impact of any problems that may arise.

C.12.4 The Contractor shall provide all other training needed by the staff to perform their duties (e.g. Microsoft Office skills). The Government will reimburse the contractor as an Other Direct Costs in those situations in which the government changes its requirements with regards to the use of certain work office software applications (e.g. move from Microsoft 2007 to 2010). This reimbursement would apply to the training of existing staff onboard at the time of contract award. The Government shall not reimburse as an Other Direct Cost for new hires. The contractor shall also provide ongoing training to maintain proficiency with systems, and knowledge of procedures and policies, and other related skills.

C.12.5 PBGC Systems: BAPD is interested in using newer technologies and innovative methods to achieve its processing goals that are both efficient and cost effective. To achieve this outcome, the Contractor shall participate in the development process of its new systems to include, but not limited to, transfer of benefit processing knowledge to our developers through requirements gathering sessions, participation in User Acceptance Testing and ‘Checkpoint” status meetings to discuss problems or issues once a system release has been placed in production.

C.13 Basic Benefit Administration Services: The contractor shall provide participant focused benefit administration services in support of BAPD’s trusteed plans. For all tasks outlined, the contractor shall follow the policies and procedures outlined in the BAPD Manual. Periodically, BAPD will publish interim guidance to procedures via email notification and on its Portal until the BAPD Manual is updated. The contractor shall consult with the assigned Trusteeship Processing Division (TPD) team members for technical guidance and assistance. Any deviations from the BAPD Manual must be approved by the PBGC designee and clearly documented in the appropriate file.

C.13.1 Gathering and Maintaining Participant Data: The Contractor shall assist in locating, organizing, updating, converting and entering data into PBGC systems or database tool, from plan and administrative files, i.e., personnel files, payroll records, pension files and any other files and records obtained through data collection field trips, and information received through oral and written correspondence which may be obtained to clarify and expand on participant data

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obtained from plan and administration files.

• Data Collection: The Contractor may be requested to prepare and document findings for a portion of the trip report when accompanying government representatives on a fieldtrip.

The report shall be in accordance with the template format outlined in the BAPD Manual.

The Contractor shall submit to the PBGC designated government representative any new documents such as :

Plan and trust documents Collective bargaining agreements Trusteeship agreement Plan correspondence pertaining to policy or litigation issues, transfer memoranda, plan valuation, legal, or plan practice for inclusion the in the official IPS Plan file.

C.14 Processing Benefit Payments to Eligible Participants and Beneficiaries: The Contractor shall review and process new retirement applications and process applicable benefit adjustments. The Contractor shall process all benefit payments in accordance with BAPD’s published Benefit Payment schedule.

C.14.1 Application Process: The Contractor shall process all applications received by mail, fax and electronically through MyPBA. All applications deemed completed for eligible participants and beneficiaries’ payments should be processed timely.

C.14.2 Plan Assumption: The Contractor shall assist with plan assumption first payloads to ensure participants continue to receive uninterrupted payments by performing the following:

• Conducting Forms of Benefit and Participant status review

• Notifying participants

• Reconciling Spectrum data

C.14.3 Benefit Estimates: The Contractor shall provide benefit estimates to participants upon requests.

C.14.4 Woodwork Participants: The Contractor shall process woodwork participants who claim possible entitlement to a benefit from a particular plan who has not been included in final valuation.

C.14.5 Missing Benefit Payments: The Contractor shall coordinate stop payments on missing benefit checks with PBGC’s paying agent, and, where applicable initiate re-issuance of benefit payments.

C.14.6 Unlocatable Participants: The Contractor shall coordinate with the designated government representative to initiate the search for unlocatable participants.

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C.14.7 Trusteeship Letters: The contractor shall coordinate with the designated government representative, the issuance of Trusteeship Letters.

C.15 Process Participant Information Changes: The Contractor shall process participant information changes such as:

• Electronic direct deposits

• Bank Changes

• Address changes

• Death notices

• Income Verifications

• Social Security Earnings Request

C.16 Distributing Benefit Determination Letters: The Contractor shall work with the designated government representatives to schedule and distribute Benefit Determination letters advising participants of their benefits under a plan and, if applicable, benefit statements with an explanation before rejecting any claims.

Process Benefit Adjustments: The Contractor shall process benefit changes, such as:

• Step downs, temporary supplements, pop ups, and disabilities;

• Final benefit adjustments (change payment from estimate to final status) within 90 days after the expiration of the appeal period, to include the implementation of recoupment/recoveries/special checks and updates to Spectrum.

• As authorized by PBGC, adjust participants’ benefits shortly after trusteeship to PBGC’s estimated amounts, when necessary.

C.17 Appeals: The Contractor shall support appeals process such as referrals from appeals (RFAs) and the timely implementation of appeal decisions.

C.18 Maintaining Participant Documentation: The Contractor shall process all participant documents received from customer inquiries received by mail (date/time stamped receipt), fax, or email. All participant records must be properly indexed and scanned/converted into IPS. The contractor shall coordinate with the TPD the scanning of any documents that are in a format other than paper (e.g. microfiche).

C.19 Oral and Written Inquiries : The Contractor shall respond to all inquiries from participants and other interested parties, except for sensitive correspondence. The contractor shall field and response to calls from partiicpants as needed. The Contractor shall document all inquiries and responses, which includes the scanning/imaging of all written correspondence. The Contractor shall response to written inquiries in writing on PBGC letterhead (with the appropriate logo) and signed as PBGC’s authorized representative.

C.19.1 Participant Data Audit/Database Building:

The Contractor shall submit final databases in accordance with the auditor’s written instructions no later than the established work plan date. The database building will require the following:

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• Reconciling the valuation database with the corporate database (SPECTRUM)

• Validating data against standard and custom checks

• Documenting results in a report using the required template

C.20 Plan Closing: Plan closing is the PBGC’s detailed review of case activities before the case is transferred to Post Valuation Administration for routine day-to-day- maintenance. This process includes ensuring that BAPD case processing has been completed, including:

oBenefit Determination Letters for the case have been distributed to all locatable participants;

oAll participants are loaded into Spectrum; and oBenefit amounts have been adjusted.

The completion of plan closing activities results in promoting the plans to the Post Valuation center. Plans submitted by the Contractor as being closed, but rejected for not meeting the plan closing criteria will be returned to the Contractor for further work. The Contractor will be responsible for the administration of the plan until they are notified that the plan has been accepted as closed.

C.21 Post Valuation Administration: Following plan closing, the Contractor’s duties become limited to routine day-to-day benefit administration which generally includes, but is not limited to: processing benefit applications, effecting address changes and death notifications.

Generally, a closed plan will be transferred to a Post Valuation center to continue the day-to-day benefit administration. On a case-by-case basis, PBGC may determine if it is in the best interest of the government that the maintenance of a plan remains at the Contractor site.

C.22 Special Projects: Participate in and support BAPD projects such as the Communities of Practice, process improvement events, participant meetings, conferences, ad hoc projects, etc.

Provide requirements for new and updated systems and performs user acceptance testing.

C.23 LAN Administration Support: Provide Tier 1 support to PBGC’s Service Desk in the area of IT asset management inventory, systems back ups, computer support, PC installation, on-site Service Desk support and coordination with Telecommunication Group.

C.24 Other Requirements: Information and Telecommunications: Contractor staff must take the mandatory Annual Security Awareness Training offered by the PBGC. Newly hired employees after contract award will be required to take the Initial Security Orientation Course within 30 days of being hired. This orientation course will be offered by way of a web-based tutorial.

Contractor personnel are required to abide by PBGC’s Directive on the Use of Information Technology Resources and Safeguarding Information.

C.25 Continuity of Operations Planning (COOP): The PBGC will provide specific guidance to the Contractor regarding COOP. The Contractor may be requested to support PBGC in two of

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its COOP testing exercises. PBGC will provide up to two weeks advance notification of the timing of any planned COOP activities. The Contractor will be required to do the following:

• Provide an updated succession and delegation orders for the COOP Plan quarterly.

• Provide quarterly COOP contact list (to be provided to COR)

C.25.1 Alternate Facility Operations:

Where applicable, the Contractor shall provide oversight, daily operation and maintenance of the PBGC Alternate Facility, in accordance with PBGC Policies and Procedures. The alternate Facility is PBGC’s secondary facility set-up for continuity of essential operations in the event of an emergency or threat of an emergency.

C.25.2 PBGC Agency Audits: The contractor shall be required to support any audit/review activity relating to the work performed under this contract. All work performed under this contract is subject to review and inspection and/or audit by the PBGC and other entities. PBGC will conduct the following reviews on a regular basis, but shall not be limited to any of the following:

• COR site visits

• FBA Performance Reviews

• Compliance Reviews

• PBGC Financial Audits

• Audits conducted by PBGC’s Inspector General

• Audits conducted by the Government Accountability Office (GAO)

If any parties other than PBGC express the need to visit the contractor's site, the Contractor shall coordinate the visit with the COR. The contractor shall also coordinate with the PBGC in responding to documentation and information requests.

The Contractor shall designate an individual, at the Senior Pension Administrator labor category or above, who can be trained by the PBGC to be responsible for processing the following:

• Qualified Domestic Relations Orders (QDROS), Powers of Attorney (POAs) and Guardianships.

C.26 APPLICABLE DOCUMENTS

The Contractor shall perform the services set forth in the WS in accordance with the BAPD On- Line Manual that includes PBGC’s Policy Manual and Bulletins (BAPD Manual) The Contractor will also perform services in accordance with documented procedures contained on PBGC’s Portal for certain case processing activities and in accordance with Interim Guidance that is released periodically through e-mail notification. In addition, the contractor shall perform Tier 1 LAN Administration Support in accordance with the OIT Standard Operating Procedures for Service Desk Support, provided upon award.

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C.27 Performance Requirements

This acquisition directly supports the mission and goals of PBGC by providing the highest caliber professional pension benefit administration services support. The following measurable activities are aligned with PBGC Strategic Objectives and include:

Activity 1: Participant Services Activity 2: Case processing support services Activity 3: Customer Service Activity 4: Special Projects

Specific services, performance standards and Government monitoring methods and/or “scorecards” are contained in the performance-based contracting matrix that follows. It should be noted, that BAPD continuously strives to provide exceptional and timely service to its plan participants. As such, the stated target levels for the performance measures outlined may be adjusted at the beginning of each option year to meet the departmental goals and objectives.

Changes to the performance targets will be communicated to the contractor 30 days prior to implementation.

C.28 Reporting Requirements:

C.28.1 Workplans: The Contractor, and the PBGC designated representatives will work together to establish a detailed case processing workplan for each trusteed plan assigned to the Contractor. The workplan will be developed in the Primavera P6. The workplan is used to identify the target dates for accomplishing significant milestones for the plan(s) and identifying the individual team members and their assignments. The workplan is an integral part of BAPD workload management. The Contractor shall concur on the workplan dates within five (5) business days of execution.

C.28.2 Monthly Management Report: The Contractor shall submit a monthly status report identifying all significant activities issues, and events that might impact established workplan target dates. All reports are due to the COR and designated government representative by the fifth (5th) workday after the end of the month.

C.28.4 Other Reports: Contractor shall provide other reports as required/requested by the COR or designated government representative.

C.28.5 Overtime: The Contractor will be permitted to work overtime in accordance with the rates and maximum hours established in Section B. All overtime must be pre-approved by the COR. The Contractor shall provide the COR with all projected overtime for the month in their Monthly Management Report. The contractor shall bill for overtime for hours in excess of a forty

(40) hour work week.

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C.28.6 Case Tracking Report. The contractor shall designate one person that will be responsible for entering case tracking time in Primavera P6 for each case. The contractor shall enter case tracking time by noon on each Monday, Eastern Standard Time (EST) for hours worked the previous week for each case. If Monday is a holiday, time shall be reported by noon on Tuesday (EST).

C.28.7 Contractor Staff Listing: The Contractor shall submit to the COR by the last business day of each month a cumulative listing of employees that are onboard and who have terminated during the fiscal year.

C.28.8 Quarterly Case Status Meetings: The Contractor shall be required to meet with the COR and the other government representatives quarterly to discuss case issues, progress on assigned work products, problems, upcoming target dates, and resource needs. This meeting may be held at the PBGC location in Washington, DC.

C.29 Contractor Performance Report (Scorecard)

The COR will be responsible for meeting frequently with the contractor to address problems and issues as they arise. On a quarterly basis, the Management Coordination Division (MCD), of BAPD in coordination with the COR will issue a performance report for the performance measures outlined in the attached matrix. The scorecard will indicate those performance measures in which the contractor has met has or exceeded the established targets. The contractor shall have 10 calendar days after the scorecard is issued to concur with the evaluation provided and to provide a corrective action plan for deficiencies noted to both the COR and MCD Supervisor. Any disputed information presented in the scorecard should be communicated to both the COR and MCD Supervisor. . An adjusted scorecard will be issued to reflect any agreements reached on the disputed information within 10 calendar days of the agreement. The MCD Manager will act as mediator to resolve any disputes.

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TECHNICAL EXHIBIT 1

Performance Matrix Summary

Required Services Performance Standards AQL Monitoring Method Activity 1: Participant Services

Strategic Goal: Pay pension benefits on time and accurately Strategic Objective: Ensure regular monthly benefit payments continue without interruption.

Performance Goal: Approve completed benefit applications within 45 days.

1.1 Payment Authorizations:

New retirement applications are processed timely so that participants receive their benefit payments.

• 87% of eligible applications are processed within 45 days of receipt by PBGC’s document management center.

• 90% of eligible retirees receive their payments within 60 days of receipt by PBGC’s document management center.

No deviation

• Cognos

• Cognos

Version 1.0 March 13, 2014

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Required Services Performance Standards AQL Monitoring Method

1.2 Payment Authorizations:

Monthly benefits are authorized accurately and properly reflected in PRISM/Spectrum.

Rework: Rejected or purged transactions processed.

Trial Balance Errors are processed timely

• 98% of benefit authorizations sampled are processed accurately.

• Rejected and/or purged transactions do not exceed 6%.

• 99% of trial balance variances are resolved within the established timeframe.

No deviation

Monthly PBGC/BAPD will pull a sample of transactions authorized for the month and review for quality based on established checklist.

Transactions reported through Authorization Worklist Application (AWA).

• 99% of trial balance variances are resolved within the established timeframe.

1.3 Benefit Determination Letter Processing:

Benefit Determination letters issued to participants are accurate.

Rework- Percentage of Revised or corrected Benefit Determination Letters.

• 95% of sampled benefit determinations letters issued are accepted as accurate

• 5% of Benefit Determinations are issued as corrected or reissued.

No deviation. No less than quarterly, PBGC/ BAPD will pull a sample of benefit determination letters processed to review for quality based on an established checklist.

e-ALG letters processed.

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1.3 Benefit Determination Letter Processing:

Benefit Determination letters issued to participants are issued timely.

The timeframe indicated does not include the time to issue Benefit Determiation letters associated with Qualified Domestic Relation Orders (QRDO).

• 98% of issuable benefit determination letters are issued within the stated number of days, once valuation has been completed.

• Small Plans (1-1000 participants) = 45 calendar days or less.

Medium Plans (1001-5000 participants) = 75 calendar days or less

Large Plans (5001-50,000 participants)=90 days or less

Jumbo Plans (50,000 and greater participants)= 120 days or less.

No deviation

Based on workplan information captured in Primavera (P6).

1.4 Final Benefit Adjustments:

Process final benefit adjustments (change payment from estimate to final status) – using Data Load Module within Spectrum.

Implement recoupment/recoveries/special checks and update PRISM/SPECTRUM

• 99% eligible of benefits are moved from estimated pay to final pay within 90 days of the appeal expiration date.

No deviations. No less than quarterly, PBGC/ BAPD will review the underlying data for the measure and report out the exceptions that fall outside of the stated timeframe.

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Activity 2: Case processing support services

Strategic Goal: Pay Pension Benefits on time and accurately Strategic Objective: Provide accurate and timely benefit calculations Performance Goal: Improve the timeliness, accuracy, and completeness of benefit determinations.

2.1 Plan Closing: Plans are closed timely and with only acceptable errors.

Note: Complex plans are determined based on actuarial complexity model index.

2.2 Plan Closing: Plans are closed with only acceptable errors.

• 90% of the plans are closed within the established timeframes.

• Small Plans (1-1000 participants) = 45 calendar days or less.

• Medium Plans (1001- 5000 participants)= 75 calendar days or less.

• Large Plans – 5 months or less.

• Jumbo or complex plans- 9 months or less.

• 95% of plans submitted for closing are accepted upon initial review.

No deviation

No deviation

Based on workplan information captured in Primavera (P6).

The PVA contractor will review 100% of the plans submitted for closure. Any rejected plans will be evaluated by the independent inspection by federal staff for concurrence.

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Activity 3: Customer Service

Strategic Goal: Pay pension benefits on time and accurately Strategic Objective: Provide exceptional service to its participants and stakeholders.

Performance Goal: Maintain exemplary ACSI customer satisfaction ratings.

3.1 Provide high quality customer service.

• Customer Care Program:

o Soft Skills= Score 85%.

o Technical Skills= Score 90%.

No deviation Independent contractor report provided monthly on results of scoring recorded telephone calls.

Independent evaluation conducted by PBGC/BAPD based on a sample of telephones scored for technical content.

Activity 4: Other Projects

Strategic Goal: Pay Pension Benefits on time and accurately Strategic Objective: Provide accurate and timely benefit calculations Performance Goal: Improve the timeliness, accuracy, and completeness of benefit determinations.

4.1 Fieldtrips (Data Collection ) • Trip report provided within

7 days of completion of trip.

Trip report should clearly include identify what plan and participant records were

No deviation Review of submitted trip reports.

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Database Building Support:

• Manual data entry in support of data base building activities:

Databases are built in accordance with written instructions. The database building will require the following:

• Reconciling…