Attachment_1_-_Task_Order_1.pdf

PENSION BENEFIT GUARANTY CORPORATION

Benefits Administration and Payment Department (BAPD) and Procurement Department (PD)

TASK ORDER (TO) REQUEST FOR PROPOSAL (RFP) – CONTRACT REQUIREMENT GENERATION

ATTACHMENT 1

STATEMENT OF WORK FOR

TASK ORDER ONE

(INCLUDING PRICING SCHEDULE)

SECTION 1 SERVICES AND PRICE

1.1 DESCRIPTION OF SERVICES

The Contractor shall provide the personnel and services necessary to perform the efforts described in Section 2 below. The PBGC anticipates awarding a Firm-Fixed-Price (FFP) Task

Order (TO) for this effort in accordance with the Indefinite Delivery Indefinite Quantity (IDIQ)

Contract Number PBGC01-XX-XX-XXXX.

1.2 PERIOD OF PERFORMANCE

For CLINs X001(A-I) PBGC anticipates a contractual period of performance of two (2) years consisting of one (1) 6-month Base Period, one (1) 6-month Option Period, and (1) 12-month

Option Period. The anticipated performance of performance is as follows:

Based Period June 1, 2015 – November 30, 2015 (estimated)

Option Period 1 December 1, 2015 – May 31, 2016 (estimated)

Option Period 2 June 1, 2016 – May 31, 2017 (estimated)

Note: The actual dates of the Period of Performance may change depending on the actual date of the contract award.

For CLINs X002(A-C), PBGC anticipates a contractual period of performance of five (5) years consisting of one (1) 6-month Base Period (1) 6-month Option Period and four (4) 12-month

Option Periods. The anticipated performance of performance is as follows:

Based Period June 1, 2015 – November 30, 2015 (estimated)

Option Period 1 December 1, 2015 – May 31, 2016 (estimated)

Option Period 2 June 1, 2016 – May 31, 2017 (estimated)

Option Period 3 June 1, 2017 – May 31, 2018 (estimated)

Option Period 4 June 1, 2018 – May 31, 2019 (estimated)

Option Period 5 June 1, 2019 – May 31, 2020 (estimated)

Note: The actual dates of the Period of Performance may change depending on the actual date of the contract award.

For CLINs 003 and 004 the contractual period of performance shall be the period of the entire

IDIQ, which is June 1, 2015-May 31, 2020. The actual dates of the Period of Performance may change depending on the actual date of the contract award.

1.3 PRICING SCHEDULE AND CONTRACT TYPE

The work performed under this contract will be Firm Fixed Priced (FFP). The Offeror shall provide a Firm Fixed Price rate for the each CLIN. The Offeror may propose pricing that is discounted above the prices/discounts negotiated for the IDIQ as part of its proposal and is invited to note where discounts are offered.

The following list of labor categories are being provided, and will be used for evaluation purposes. Offerors shall use the estimated hours in calculating their pricing for the base period and the option periods of the Task Order.

PRICING SCHEDULE CLINs X001A-X001I

Item No.

CLINs Labor Category

6-month Rate

- Base Period

6-month Rate -

Option Period 1

12-month

Rate - Option

Period 2

0001A Change Management Officer

0001B Executive Strategy Officer

0001C Technical Writer

0001D Training Specialist

0001E Senior Cost Analysis

0001F Process Improvement Analyst

0001G Actuarial SME Level II (key)

0001H Actuarial SME Level II (key)

0001I Customer Contact/Call Center

Specialist

Total Estimated Amount: $_________

Base Period Estimated Level of Effort

Item No.

CLINs Labor Category

Estimated Level of Effort for

6 months (Hrs)

Option Period One Estimated Level of Effort

Option Period Two Estimated Level of Effort

0001A Change Management Officer 520

0001B Executive Strategy Officer 520

0001C Technical Writer 1040

0001D Training Specialist 100

0001E Senior Cost Analyst 0

0001F Actuarial SME Level II (key) 1040

0001G Process Improvement Analyst 0

0001H Actuarial SME Level II (key) 1040

0001I Customer Contact/Call Center

Specialist SME Level II (key) 1040

Item No.

CLINs Labor Category

Estimated Level of Effort for

6 months (Hrs)

1001A Change Management Officer 520

1001B Executive Strategy Officer 520

1001C Technical Writer 1040

1001D Training Specialist 100

1001E Senior Cost Analyst 520

1001F Process Improvement Analyst 225

1001G Actuarial SME Level II (key) 1040

1001H Actuarial SME Level II (key) 1040

1001I Customer Contact/Call Center

Specialist SME Level II (key) 1040

Item No.

CLINs Labor Category

Estimated Level of Effort for

12 months (Hrs)

2001A Change Management Officer 1040

2001B Executive Strategy Officer 1040

2001C Technical Writer 2080

2001D Training Specialist 200

2001E Senior Cost Analyst 1040

2001F Process Improvement Analyst 520

2001G Actuarial SME Level II (key) 2080

2001H Actuarial SME Level II (key) 2080

2001I Customer Contact/Call Center

Specialist SME Level II (key) 2080

PRICING SCHEDULE CLINs 0002A-0002C

Item

No.

CLINs

Labor

Category

6-month

Rate -

Base

Period

6-month

Rate -

Option

Period 1

12-month

Rate -

Option

Period 2

12-month

Rate -

Option

Period 3

12-month

Rate -

Option

Period 4

12-month

Rate - Option

Period 5

0002A

Portfolio

Manager

(key)

0002B

Program

0002C

Acquisition

Total Estimated Amount: $_________

Base Period Estimated Level of Effort

CLINs

Labor Category Estimated Level of Effort for 6 months (Hrs)

0002A Portfolio Manager 1040

0002B Program Manager 1040

0002C Acquisition

Option Period One Estimated Level of Effort

Option Period Two Estimated Level of Effort

Option Period Three Estimated Level of Effort

Labor Category Estimated Level of Effort for 6 months (Hrs)

1002A Portfolio Manager 1040

1002B Program Manager 1040

1002C Acquisition

Manager

Item No.

CLINs

Labor Category Estimated Level of Effort for 12 months (Hrs)

2002A Portfolio Manager 2080

2002B Program Manager 2080

2002C Acquisition

Manager

Item No.

CLINs

Labor Category Estimated Level of Effort for 12 months (Hrs)

3002A Portfolio Manager 2080

3002B Program Manager 2080

3002C Acquisition

Option Period Four Estimated Level of Effort

Option Period Five Estimated Level of Effort

PRICING SCHEDULE CLINs 0003-0004C

CLIN 0003* Program Management Plan (PMP) $__________________

CLIN 0004* Service Acquisition Project Plan (SAPP) $__________________

*The proposed prices for the PMP and SAPP, are directly linked to the period of performance for

CLINs X002A – X002C written in response to the SOO, Section B of the IDIQ. The prices shall be firm fixed prices and shall include all revisions and addendum written in response to a specific Task Order, over the entire period of performance of the IDIQ, as required by PBGC.

Labor Category Estimated Level of Effort for 12 months (Hrs)

4002A Portfolio Manager 2080

4002B Program Manager 2080

4002C Acquisition

Manager

Item No.

CLINs

Labor Category Estimated Level of Effort for 12 months (Hrs)

5002A Portfolio Manager 2080

5002B Program Manager 2080

5002C Acquisition

SECTION 2 BACKGROUND AND SCOPE OF SERVICES

2.1 BACKGROUND

The Pension Benefit Guaranty Corporation (PBGC) is a Government-owned corporation, established under Title IV ERISA of 1974 as amended. Background and mission information is available at http://www.pbgc.gov/about/about.html.

The work sought under this solicitation will provide staffing resources to support the strategic requirement baseline and generation of end user pre-solicitation documents to include manuals, guides, directives, and procedures in support of the BAPD’s total contract portfolio. The resources will be assigned to PD (CLINs X002(A-C)), and BAPD (CLINs X001(A-I)) with a focus directed toward the generation of all procurement related requirements for a likely PBGC recompete effort.

Additionally, the contractor will ensure timelines directed by the PD are met and that a process is initiated supporting the process that leads to a complete package to be submitted to the PD for procurement.

The overall Task Order (TO) objectives of the BAPD Contract Requirement Generation

Pilot, and associated tasks, are as follows:

Determine the “best available” sources of information for requirements gathering.

Facilitate discussions with stakeholders

Generate Pre-solicitation documents

Baseline BAPD Requirements (6 – 60 months)

Deliver Addendum to Program Management Plan (PMP) and Addendum to Service

Acquisition Project Plan (SAPP)

BAPD, through PD, will issue internal work assignments for all assigned tasks under this

Task Order with specific deliverables and timeframes for completion.

2.2 SCOPE OF SERVICES

2.2.1 RE-COMPETES

2.2.2 The contractor shall be required to generate all, or parts, of the requirements package of an anticipated re-compete efforts, and shall perform the following tasks, including, but not be limited to the following:

Data Collection – Assessment of current contract

Alternative Analysis for procurement optimization, to include contract type, CLIN structure and impact on program and budget for all options

Conducting interviews of PBGC staff and stakeholders to determine needs and requirements in order to generate pre-solicitation documents.

Document Review http://www.pbgc.gov/about/about.html

Tracking of support efforts and targeted completion dates for all work products

Report and documentation writing

Collaborate with Stakeholders to collect info, research and summarize strategic realignment of contact/call center transformation

Apply process & technology practices to streamline contact call center operations

2.2.3 BAPD BASELINE

2.2.3.1 The contractor shall be required to prepare a baseline of all BAPD requirements (from 6-

60 months out), as well as an addendum to the PMP and SAPP, and current inventory of

BAPD requirements. The effort is expected to result in a streamlining of the acquisition process; identification of requirements suitable for consolidation; and documentation of alternative evaluation schemes and timelines for all recurring requirements. Additional labor categories from the IDIQ may be added via modification and based on the IDIQ schedule of Subject Matter Experts (SMEs). The Government may exercise options for increased level of effort that may result from unanticipated increases in demand. Should the Government elect to exercise these options, the contractor shall provide resources for the increased work volume by negotiating the addition/subtraction of FTEs for the option period.

2.2.4 Personnel: The contractor shall provide qualified staff to perform the tasks set forth herein and in accordance with the PD Directives, Federal Acquisition Regulation (FAR), Standard Operating Procedures (PDSOP) and the BAPD Policy and Procedures Manual

(as applicable) and the requirements set forth in the IDIQ. The contractor shall provide staff, meeting the qualifications contained in the Labor Category Schedule. The contractor is expected to have three (3) staff members (i.e. Key Personnel) on board at the time of award of the Task Order. The remaining staff members are to be on-boarded within ten (10) days of the Task Order Award.

2.2.5 The Contractor shall provide contract management to effectively plan, perform and control the work of the day-to-day operations of the TO. An onsite project manager is required to manage the activities performed under this TO, and to provide effective utilization of resources and coordinate projects with the BAPD COR and designated government representative.

2.2.6 The Contractor shall be responsible for ensuring the quality and timeliness of all work performed by the staff and taking timely corrective action to limit the impact of any problems that may arise.

SECTION 3: DELIVERABLE SCHEDULE AND PERFORMANCE STANDARDS

3.1 Deliverable Schedule and Performance Standards:

Deliverable/

Work

Description Frequency Deliverable

Deadline

Acceptable

Quality Level

Products

Orientation

Session

In person orientation meeting with COR & designed government representative. Initial plan assignments to be discussed during meeting.

Once. Within five

(5) days of

TO Award.

Attendance required by

Contractor

Management and key personnel.

Addendum to

Program

Management

Plan (PMP)

A plan that provides the management approach, framework and processes necessary to ensure the strategic execution of current and future requirements.

Updated as

Required

(submitted and briefed semi-annually).

Within thirty

(30) business days of Task

Order Award.

Approval signatures by

Federal PM and/or

Contracting

Officer’s

Representative

(COR).

Addendum to the Service

Acquisition

Project Plan

(SAPP)

Provides a strategic view 6, 12, 18, 25, 36, 48 and 60 months out for all current and future requirements (as applicable).

Monthly upon submission of initial

SAPP

(briefed semi-annually with PMP).

Within 60 calendar days of contract award.

Report delivered to Federal PM, COR and

Contracting

Officer on time.

Meeting

Agendas

A meeting agenda will be provided prior to each meeting hosted to ensure that it is run effectively and efficiently. In addition, any open items from previous meetings that need to be addressed will be included in the agenda.

Updated as needed.

For each meeting hosted and provided 24 hours prior to meeting.

Meeting agenda delivered to

Federal PM, COR and stakeholder on time.

Meeting

Minutes

Provides documentation for each meeting hosted in terms of the purpose, title, attendees, agenda and action items.

Updated as needed.

For each meeting hosted.

Delivered to

Federal PM, COR and stakeholder on time.

Monthly

Status Report

Monthly. NLT 3 rd business day of each month.

Delivered to

Federal PM, COR and

Contracting

Officer on time.

SECTION 4. SPECIAL CONTRACT CLAUSES

4.1 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The

Contracting Officer may exercise the option by written notice to the Contractor within 10 days.

(End of clause)

4.2 PBGC-37-001 KEY PERSONNEL (MAR 2012).

PBGC has identified the following personnel who will be held responsible for the duration of the contract. They are essential to the ongoing conduct of the project and will assure consistent management control and direction.

Title # of personnel

Actuarial SME (II) 2

These positions are essential to the work being performed. These key personnel shall NOT be reassigned or diverted without the written consent of the Contracting Officer. Prior to removing any of the specified individuals from performance of this contract, the Contractor shall provide

30 calendar days advance notification to the Contracting Officer and shall submit justification

(including resumes for proposed substitutions)in sufficient detail to permit evaluation of the impact on the Program.