Request_for_Proposal.pdf

PAGE 1 OF 106 PBGC01-RP-16-0011

SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED

ORDER UNDER DPAS (15 CFR 7900)

RATING

PAGE OF

PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

PBGC01-RP-16-0011 SEALED BID (IFB)

NEGOTIATED (RFP)

RQ-35-16-000008

RQ-35-16-000008

7. ISSUED BY CODE PD 8. ADDRESS OFFER TO (If other than Item 7)

PENSION BENEFIT GUARANTY CORP

PROCUREMENT DEPARTMENT

1225 I STREET NW

WASHINGTON DC 20005-4026

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in Electronic Submission Only. until 12:00

PM ET

local time APR 18, (Hour) (Date)

CAUTION - LATE Submissions, Modifications, and Withdrawls: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

B. TELEPHONE (NO COLLECT CALLS)10. FOR

INFORMATION CALL

A. NAME

Gregory Wizar AREA CODE

NUMBER

326-4000

EXT.

C. E-MAIL ADDRESS

wizar.gregory@pbgc.gov

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGES(S) (X) SEC. DESCRIPTION PAGE(S)

PART 1 - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 1 - 1 X I CONTRACT CLAUSES 66 - 73

X B SUPPLIES OR SERVICES AND PRICES/COSTS 2 - 11 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

X C DESCRIPTION/SPECS./WORK STATEMENT 12 - 39 X J LIST OF ATTACHMENTS 74 - 76

X D PACKAGING AND MARKING 40 - 40 PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 41 - 42 X K REPRESENTATIONS, CERTIFICATIONS AND OTHER 77 - 89

X F DELIVERIES OR PERFORMANCE 43 - 45 STATEMENTS OF OFFERORS

X G CONTRACT ADMINISTRATION DATA 46 - 50 X L INSTRS., CONDS., AND NOTICES TO OFFERORS 90 - 100

X H SPECIAL CONTRACT REQUIREMENTS 51 - 65 X M EVALUATION FACTORS FOR AWARD 101 - 106

OFFER

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%)

14. ACKNOWLEDGMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER

15A. NAME AND

ADDRESS OF

OFFEROR

(Type or print)

15B. TELEPHONE NUMBER 15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT

AREA CODE NUMBER

EXT. FROM ABOVE - ENTER SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c) 41 U.S.C. 3304(a)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified

ITEM

24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BY CODE

26. NAME OF CONTRACTING OFFICER(Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

(Signature of Contracting Officer)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice. (Must be fully completed by offeror)

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

SCHEDULE Continued

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

PAGE 2 OF 106 PBGC01-RP-16-0011

The Contractor shall provide services in accordance with the Statement of Objectives.

0001 Period of Performance: 08/01/2016 to 07/31/2017 0.00 EA

Table of Contents

PAGE 3 OF 106 PBGC01-RP-16-0011

SECTION B SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 SUPPLIES OR SERVICES AND PRICE/COSTS

B. 2 52.216-22 INDEFINITE QUANTITY (OCT 1995)

B. 3 PBGC 52.231-7000 OTHER DIRECT COSTS (MAY 2012)

B. 4 PBGC 52.216-7000 PRICE/COST (FEB 2013)

SECTION C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1 STATEMENT OF OBJECTIVES (SOO)

SECTION D PACKAGING AND MARKING

D. 1 PBGC 52.247-7000 PACKAGING AND MARKING (JAN 2012)

SECTION E INSPECTION AND ACCEPTANCE

E. 1 52.246-4 INSPECTION OF SERVICES--FIXED-PRICE (AUG 1996)

E. 2 52.246-6 INSPECTION--TIME-AND-MATERIAL AND LABOR-HOUR (MAR 2001)

E. 3 PBGC 52.246-7000 INSPECTION AND ACCEPTANCE OF DELIVERABLES (JAN 2012)

SECTION F DELIVERIES OR PERFORMANCE

F. 1 DELIVERIES OR PERFORMANCE

F. 2 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

F. 3 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

F. 4 52.242-15 STOP-WORK ORDER (AUG 1989)

SECTION G CONTRACT ADMINISTRATION DATA

G. 1 CONTRACT ADMINISTRATION DATA

G. 2 52.216-18 ORDERING (OCT 1995)

G. 3 52.216-19 ORDER LIMITATIONS (OCT 1995)

G. 4 52.216-24 LIMITATION OF GOVERNMENT LIABILITY (APR 1984)

G. 5 PBGC 52.201-7000 CONTRACTING OFFICER'S REPRESENTATIVE (JAN 2012)

G. 6 PBGC 52.232-7000 SUBMISSION OF INVOICES (JAN 2012)

G. 7 PBGC 52.232-7001 SUBMISSION OF INVOICES (LABOR-HOUR) (JAN 2012)

G. 8 PBGC 52.237-7008 OBSERVANCE OF LEGAL HOLIDAYS (JAN 2012)

SECTION H SPECIAL CONTRACT REQUIREMENTS

H. 1 SPECIAL CONTRACT REQUIREMENTS

H. 2 PBGC 52.204-7000 MANAGEMENT AND RETENTION OF PBGC RECORDS (SEP 2014)

H. 3 PBGC 52.209-7000 RESTRICTIONS AGAINST DISCLOSURE OF INFORMATION (JAN 2012)

H. 4 PBGC 52.209-7001 ORGANIZATIONAL CONFLICTS OF INTEREST (OCT 2004)

H. 5 PBGC 52.224-7000 PROTECTION OF PERSONALLY IDENTIFIABLE INFORMATION (PII) (FEB 2013)

H. 6 PBGC 52.224-7001 CONFIDENTIALITY OF INFORMATION (OCT 2004)

H. 7 PBGC 52.237-7000 KEY PERSONNEL (MAR 2012)

H. 8 PBGC 52.237-7001 EDUCATION AND EXPERIENCE QUALIFICATIONS (DEC 2014)

H. 9 PBGC 52.237-7003 SUITABILITY DETERMINATION REQUIREMENTS - ABOVE SAT (NOV 2011)

H. 10 PBGC 52.237-7004 TRAINING (JAN 2012)

H. 11 PBGC 52.237-7005 AGENCY AWARENESS TRAINING (JAN 2012)

H. 12 PBGC 52.237-7006 PROFESSIONAL ATTIRE (OCT 2005)

H. 13 PBGC 52.237-7007 DISPLAY OF PBGC IDENTIFICATION BADGES (FEB 2013)

H. 14 PBGC 52.239-7000 ELECTRONIC AND INFORMATION TECHNOLOGY (OCT 2004)

H. 15 PBGC 52.239-7001 TECHNOLOGY LIFE CYCLE MANAGEMENT (AUG 2013)

H. 16 PBGC 52.239-7003 PBGC INFORMATION SECURITY (FEB 2011)

PAGE 4 OF 106 PBGC01-RP-16-0011

H. 17 PBGC 52.239-7004 COMMON SECURITY CONFIGURATIONS FOR INFORMATION TECHNOLOGY ACQUISITION (JAN

2012)

SECTION I CONTRACT CLAUSES

I. 1 52.202-1 DEFINITIONS (NOV 2013)

I. 2 52.203-3 GRATUITIES (APR 1984)

I. 3 52.203-5 COVENANT AGAINST CONTINGENT FEES (MAY 2014)

I. 4 52.203-7 ANTI-KICKBACK PROCEDURES (MAY 2014)

I. 5 52.203-8 CANCELLATION, RESCISSION, AND RECOVERY OF FUNDS FOR ILLEGAL OR IMPROPER ACTIVITY

(MAY 2014)

I. 6 52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR IMPROPER ACTIVITY (MAY 2014)

I. 7 52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (OCT 2010)

I. 8 52.203-13 CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT (OCT 2015)

I. 9 52.203-14 DISPLAY OF HOTLINE POSTER(S) (OCT 2015)

I. 10 52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT PAPER (MAY 2011)... 66

I. 11 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (JAN 2011)

I. 12 52.209-6 PROTECTING THE GOVERNMENT`S INTEREST WHEN SUBCONTRACTING WITH CONTRACTORS

DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT (OCT 2015)

I. 13 52.214-34 SUBMISSION OF OFFERS IN THE ENGLISH LANGUAGE (APR 1991)

I. 14 52.214-35 SUBMISSION OF OFFERS IN U.S. CURRENCY (APR 1991)

I. 15 52.215-2 AUDIT AND RECORDS--NEGOTIATION (OCT 2010)

I. 16 52.215-8 ORDER OF PRECEDENCE--UNIFORM CONTRACT FORMAT (OCT 1997)

I. 17 52.219-4 NOTICE OF PRICE EVALUATION PREFERENCE FOR HUBZONE SMALL BUSINESS CONCERNS (OCT

2014)

I. 18 52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS (OCT 2014)

I. 19 52.219-9 SMALL BUSINESS SUBCONTRACTING PLAN (OCT 2015)

I. 20 52.219-16 LIQUIDATED DAMAGES--SUBCONTRACTING PLAN (JAN 1999)

I. 21 52.219-28 POST-AWARD SMALL BUSINESS PROGRAM REPRESENTATION (OCT 2014)

I. 22 52.222-3 CONVICT LABOR (JUN 2003)

I. 23 52.222-21 PROHIBITION OF SEGREGATED FACILITIES (APR 2015)

I. 24 52.222-35 EQUAL OPPORTUNITY FOR VETERANS. [OCT 2015]

I. 25 52.222-36 EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES (JUL 2014)

I. 26 52.222-37 EMPLOYMENT REPORTS ON VETERANS (OCT 2015)

I. 27 52.223-5 POLLUTION PREVENTION AND RIGHT-TO-KNOW INFORMATION (MAY 2011)

I. 28 52.223-6 DRUG-FREE WORKPLACE (MAY 2001)

I. 29 52.224-1 PRIVACY ACT NOTIFICATION (APR 1984)

I. 30 52.224-2 PRIVACY ACT (APR 1984)

I. 31 52.225-1 BUY AMERICAN--SUPPLIES (MAY 2014)

I. 32 52.225-13 RESTRICTIONS ON CERTAIN FOREIGN PURCHASES (JUN 2008)

I. 33 52.227-14 RIGHTS IN DATA--GENERAL (MAY 2014)

I. 34 52.228-5 INSURANCE--WORK ON A GOVERNMENT INSTALLATION (JAN 1997)

I. 35 52.228-7 INSURANCE--LIABILITY TO THIRD PERSONS (MAR 1996)

I. 36 52.229-3 FEDERAL, STATE, AND LOCAL TAXES (FEB 2013)

I. 37 52.230-2 COST ACCOUNTING STANDARDS (OCT 2015)

I. 38 52.230-6 ADMINISTRATION OF COST ACCOUNTING STANDARDS (JUN 2010)

I. 39 52.232-1 PAYMENTS (APR 1984)

I. 40 52.232-7 PAYMENTS UNDER TIME-AND-MATERIALS AND LABOR-HOUR CONTRACTS (AUG 2012)

I. 41 52.232-8 DISCOUNTS FOR PROMPT PAYMENT (FEB 2002)

I. 42 52.232-9 LIMITATION ON WITHHOLDING OF PAYMENTS (APR 1984)

I. 43 52.232-17 INTEREST (MAY 2014)

PAGE 5 OF 106 PBGC01-RP-16-0011

I. 44 52.232-18 AVAILABILITY OF FUNDS (APR 1984)

I. 45 52.232-19 AVAILABILITY OF FUNDS FOR THE NEXT FISCAL YEAR (APR 1984)

I. 46 52.232-23 ASSIGNMENT OF CLAIMS (MAY 2014)

I. 47 52.232-25 PROMPT PAYMENT (JUL 2013)

I. 48 52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER--SYSTEM FOR AWARD MANAGEMENT (JUL 2013)... 69

I. 49 52.233-1 DISPUTES (MAY 2014)

I. 50 52.233-3 PROTEST AFTER AWARD (AUG 1996)

I. 51 52.233-4 APPLICABLE LAW FOR BREACH OF CONTRACT CLAIM (OCT 2004)

I. 52 52.237-2 PROTECTION OF GOVERNMENT BUILDINGS, EQUIPMENT, AND VEGETATION (APR 1984)

I. 53 52.237-10 IDENTIFICATION OF UNCOMPENSATED OVERTIME (MAR 2015)

I. 54 52.239-1 PRIVACY OR SECURITY SAFEGUARDS (AUG 1996)

I. 55 52.242-13 BANKRUPTCY (JUL 1995)

I. 56 52.243-1 CHANGES--FIXED-PRICE (AUG 1987)

I. 57 52.243-3 CHANGES--TIME-AND-MATERIALS OR LABOR-HOURS (SEP 2000)

I. 58 52.245-1 GOVERNMENT PROPERTY (APR 2012)

I. 59 52.245-9 USE AND CHARGES (APR 2012)

I. 60 52.249-2 TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (FIXED-PRICE) (APR 2012)

I. 61 52.249-8 DEFAULT (FIXED-PRICE SUPPLY AND SERVICE) (APR 1984)

I. 62 52.249-14 EXCUSABLE DELAYS (APR 1984)

I. 63 52.251-1 GOVERNMENT SUPPLY SOURCES (APR 2012)

I. 64 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

I. 65 52.203-6 RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT (SEP 2006)

I. 66 52.244-6 SUBCONTRACTS FOR COMMERCIAL ITEMS (DEC 2015)

I. 67 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I. 68 52.216-29 TIME-AND-MATERIALS/LABOR-HOUR PROPOSAL REQUIREMENTS -- NON-COMMERCIAL ITEM

ACQUISITION WITH ADEQUATE PRICE COMPETITION (FEB 2007)

I. 69 52.222-26 EQUAL OPPORTUNITY (APR 2015)

SECTION J LIST OF ATTACHMENTS

J. 1 LIST OF ATTACHMENTS

SECTION K REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K. 1 52.204-5 WOMEN-OWNED BUSINESS (OTHER THAN SMALL BUSINESS) (OCT 2014)

K. 2 52.222-38 COMPLIANCE WITH VETERANS' EMPLOYMENT REPORTING REQUIREMENTS (SEP 2010)

K. 3 52.203-2 CERTIFICATE OF INDEPENDENT PRICE DETERMINATION (APR 1985)

K. 4 52.204-3 TAXPAYER IDENTIFICATION (OCT 1998)

K. 5 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

K. 6 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (OCT 2015)

K. 7 52.215-6 PLACE OF PERFORMANCE (OCT 1997)

K. 8 52.219-1 SMALL BUSINESS PROGRAM REPRESENTATIONS (OCT 2014)

K. 9 52.219-1 I SMALL BUSINESS PROGRAM REPRESENTATIONS (APR 2012)--ALTERNATE I (SEPT 2015)

K. 10 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999)

K. 11 52.222-25 AFFIRMATIVE ACTION COMPLIANCE (APR 1984)

K. 12 52.223-13 ACQUISITION OF EPEAT(R) -REGISTERED IMAGING EQUIPMENT (JUN 2014)

K. 13 52.225-2 BUY AMERICAN CERTIFICATE (MAY 2014)

K. 14 52.227-15 REPRESENTATION OF LIMITED RIGHTS DATA AND RESTRICTED COMPUTER SOFTWARE (DEC

2007)

K. 15 52.230-1 COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION (OCT 2015)

K. 16 52.230-7 PROPOSAL DISCLOSURE -- COST ACCOUNTING PRACTICE CHANGES (APR 2005)

PAGE 6 OF 106 PBGC01-RP-16-0011

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L. 1 INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L. 2 52.204-7 SYSTEM FOR AWARD MANAGEMENT (JUL 2013)

L. 3 52.215-1 INSTRUCTIONS TO OFFERORS--COMPETITIVE ACQUISITION (JAN 2004)

L. 4 52.222-24 PREAWARD ON-SITE EQUAL OPPORTUNITY COMPLIANCE EVALUATION (FEB 1999)

L. 5 52.233-2 SERVICE OF PROTEST (SEP 2006)

L. 6 PBGC 52.215-7003 EXPENSES RELATED TO PROPOSAL SUBMISSION (OCT 2004)

L. 7 PBGC 52.215-7010 SUBMISSION OF PROPOSALS - ELECTRONIC (JAN 2016)

SECTION M EVALUATION FACTORS FOR AWARD

M. 1 EVALUATION FACTORS FOR AWARD

M. 2 52.217-5 EVALUATION OF OPTIONS (JUL 1990)

PAGE 7 OF 106 PBGC01-RP-16-0011

SECTION B

SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 SUPPLIES OR SERVICES AND PRICE/COSTS

PAGE 8 OF 106 PBGC01-RP-16-0011

SECTION B

SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 DESCRIPTION OF SERVICES

The Contractor shall provide the personnel, facilities, equipment, and other materials and services necessary to perform the effort described in Section C, Statement of Objectives.

B.2 GENERAL DESCRIPTION

PBGC intends to establish a single-award Indefinite-Delivery Indefinite-Quantity (IDIQ) contract for the acquisition of Operations & Maintenance (O&M) and Development, Modernization & Enhancement (DME) services for the Benefit Calculation and Valuation (BCV) system to the Pension Benefit Guaranty Corporation (PBGC). Task Orders will be issued using Firm Fixed Price (FFP) and Labor Hour (LH) contract types.

PBGC expects to issue two (2) task orders immediately after this contract is awarded for Operations and Maintenance support of Legacy BCV and modernization to New BCV.

B.3 MINIMUM AND MAXIMUM AMOUNTS

The minimum quantity of services that the Government will acquire under this contract is $1,000,000.00 over the entire period of performance (including any options exercised).

The maximum quantity of services that the Government will acquire under this contract shall not exceed $65,000,000.00 over the entire period of performance and applies to the aggregate value of all Task Orders.

B.4 PBGC 52.216-7003 CEILING PRICE (FEB 2013)

It is anticipated that the total cost to the Government for performance of this contract shall not exceed the ceiling price of $65,000,000.00 for the Base Year Performance Period, and any Option Periods. The contractor agrees to use its best efforts to perform the work specified in the schedule and all obligations under this contract within the ceiling price. If at any time the contractor has reason to believe that the hourly rate payments and material costs that will accrue in performing this contract in the succeeding 30 days, if added to all other payments and costs previously accrued, will exceed 85 percent of the ceiling price set forth in this clause, the contractor shall notify the Contracting Officer in writing, giving a revised estimate of the total price to the Government for performing this contract, with supporting reasons and documentation. If, at any time during the performance of this contract, the contractor has reason to believe the total price to the Government for performing this contract will be substantially greater or less than the stated ceiling price, the contractor shall notify the Contracting Officer in writing, giving a revised estimate of the total price to the Government for performing this contract, with supporting reasons and documentation. If, at any time during the performance of this contract, the Government has reason to believe the work required in performing this contract will be substantially greater or less than the stated ceiling price, the Contracting Officer will so

PAGE 9 OF 106 PBGC01-RP-16-0011

advise the contractor, giving them the revised estimate of the total amount of effort to be required under this contract. The ceiling price for each contract period is shown in the clause title Price/Cost. The Government shall not be obligated to pay the contractor any amount in excess of the ceiling price, and the contractor will not be obligated to continue performance, if to do so would exceed the ceiling price, unless and until the Contracting Officer notifies the contractor in writing that the ceiling price has been increased and of the new ceiling price of the contract.

Once the Contracting Officer increases the ceiling price, any otherwise allowable hours and material costs incurred by the contractor which were in excess of the previous ceiling price before the increase shall be allowable to the same extent as if the hours had been expended or costs incurred after the increase in the ceiling price.

B.5 PERIOD OF PERFORMANCE

Base Period August 1, 2016 through July 31, 2017 Option Period One August 1, 2017 through July 31, 2018 Option Period Two August 1, 2018 through July 31, 2019 Option Period Three August 1, 2019 through July 31, 2020 Option Period Four August 1, 2020 through July 31, 2021

B.6 PRICING SCHEDULE –Pricing Schedule – Development, Modernization & Enhancement – Labor Hour (See sections C.4.2, C.4.3, C.4.4, C.4.5). *See Note 1 below for more information.

Labor Categories Labor Rate Base Period

Labor Rate Option

Period One

Labor Rate Option

Period Two

Labor Rate Option

Period Three

Labor Rate Option

Period Four Program Manager $ $ $ $ $ Project Manager $ $ $ $ $ Solutions Architect $ $ $ $ $ Senior Technical Analyst

Associate Actuary $ $ $ $ $ Other Direct Costs Hardware, Software, Travel Not to Exceed

(NTE)

$10,000.00

(NTE)

$10,000.00

(NTE)

$10,000.00

(NTE)

$10,000.00

(NTE)

$10,000.00

(NTE)

TO BE PROPOSED LABOR CATEGORIES

Labor Categories Labor Rate

Base Period Labor Rate Option Period One

Labor Rate Option Period Two

Labor Rate Option Period Three

Labor Rate Option Period Four

PAGE 10 OF 106 PBGC01-RP-16-0011

Any ODC’s must be prior approved by the COR. All travel costs must be in accordance with Federal Travel Regulations. ODC’s are comprised of Hardware, Software and Travel required for performance under a Task Order.

Failure to provide pricing for every labor category will result in the Offeror’s proposal being deemed incomplete and the Offeror’s proposal will not be eligible for award.

*Note 1) The proposed Labor Hour rates in the IDIQ Pricing Schedule above will become part of the contract award and will be binding for future task order proposals (i.e. proposed Task Order hourly rates may not exceed those specified in the IDIQ Pricing Schedule) for the base year and four option year periods. However, the contractor may propose lower rates at the Task Order level.

B. 2 52.216-22 INDEFINITE QUANTITY (OCT 1995)

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(a) This is an indefinite-quantity contract for the supplies or services specified, and effective for the period stated, in the Schedule. The quantities of supplies and services specified in the Schedule are estimates only and are not purchased by this contract.

(b) Delivery or performance shall be made only as authorized by orders issued in accordance with the Ordering clause. The Contractor shall furnish to the Government, when and if ordered, the supplies or services specified in the Schedule up to and including the quantity designated in the Schedule as the "maximum." The Government shall order at least the quantity of supplies or services designated in the Schedule as the "minimum."

(c) Except for any limitations on quantities in the Order Limitations clause or in the Schedule, there is no limit on the number of orders that may be issued. The Government may issue orders requiring delivery to multiple destinations or performance at multiple locations.

(d) Any order issued during the effective period of this contract and not completed within that period shall be completed by the Contractor within the time specified in the order. The contract shall govern the Contractor`s and Government`s rights and obligations with respect to that order to the same extent as if the order were completed during the contract`s effective period; provided, that the Contractor shall not be required to make any deliveries under this contract after TBD

(End of Clause)

B. 3 PBGC 52.231-7000 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. 4 PBGC 52.216-7000 PRICE/COST (FEB 2013)

All work performed as direct labor under this contract must be provided with in the specific hours and at the hourly rate established for each labor category herein. The labor rates are Fully Burdened rates and include direct labor, all indirect costs, and profit.

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SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1 STATEMENT OF OBJECTIVES (SOO)

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Benefit Calculation and Valuation (BCV) System Statement of Objectives

C.1 PBGC BACKGROUND

The Pension Benefit Guaranty Corporation (PBGC) protects the retirement incomes of about 41 million American workers in more than 26,000 defined benefit pension plans. A defined benefit plan provides a specified monthly benefit at retirement, often based on a combination of salary and years of service.

PBGC was created by the Employee Retirement Income Security Act (ERISA) of 1974 to encourage the continuation and maintenance of defined benefit pension plans, provide timely and uninterrupted payment of pension benefits, and keep pension insurance premiums at a minimum. Defined benefit pension plans promise to pay a specified monthly benefit at retirement, commonly based on salary and years on the job.

In FY2014, PBGC paid monthly retirement benefits, up to a guaranteed maximum, to nearly 813,000 retirees in more than 4,600 pension plans that ended. Including those who have not yet retired, PBGC is responsible for the current and future pensions of about 1,408,000 people.

C.2 PBGC’S UNIQUE CHALLENGES

The mission of administering a large and growing number of terminated plans makes PBGC unique in the pension industry. Out of the sheer volume of terminated plans come complex and varied calculations of pension benefits, to which the ERISA benefit limitations are applied and plan assets are allocated to the six ERISA priority categories.

These complexities are superimposed over unusual plan provisions spread across generations of predecessor plans – and these in turn correspond to different areas of legislation, regulation and policy affecting multiple groups of plan participants in differing ways. Ongoing changes to laws, regulations, policies, and procedures further complicate the process.

Additionally, the calculations rely on a foundation of potentially incomplete, inconsistent or missing plan documents and participant data due to bankruptcies, abandoned plans, partially developed administration systems, imminent system shutdowns or inoperable software, paper files, old record collection systems, lack of electronic data, and limited availability of knowledgeable plan personnel. Nonetheless, ERISA requires a greater degree of accuracy for final Benefit Determinations in terminated plans than for the annual valuation of ongoing plans.

There have been previous efforts and assessments conducted around the modernization of the BCV system. The most recent assessment identified key gaps associated with BCV.

Those gaps and other system information are included in the BCV Modernization Assessment 2015 Report.

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Offerors should note that although the BCV Modernization Assessment 2015 Report includes Modernization Recommendations, a Target Architecture, and a High Level Modernization Roadmap, offerors should view these recommendations as just one possible path for meeting the gaps outlined in the Report. PBGC encourages offerors to propose any proven innovative approaches, solutions, target architectures and roadmaps to meet the objectives of the new BCV. PBGC is committed to determining the best approach to solving our BCV challenges, as such, offerors are not being evaluated on compliance with PBGC’s target architecture (reference: Sections L and M).

C.3 OFFICE BACKGROUNDS

The Office of Benefits Administration (OBA) manages the termination process for defined benefit plans, provides participant services (including calculation and payment of benefits) for PBGC-trusteed plans, provides actuarial support for PBGC, and carries out PBGC's responsibilities under settlement agreements. When it is necessary to terminate a defined benefit pension plan, OBA values plan assets and liabilities, and collects, evaluates, and performs participant and plan financial audits, making decisions on participant benefit entitlements and plan worth. See Business and Process Background for OBA’s organization structure and roles, and business processes. The Benefit Calculation and Valuation (BCV) system is used by OBA to calculate and value benefits for the PBGC-trusteed plans.

The Office of Information Technology (OIT) is responsible for PBGC's Information Technology (IT) programs. OIT provides IT and electronic communications services and support to PBGC; plans for, directs and coordinates the allocation of corporate resources for IT services, support and related activities; delivers IT business solutions driven by customer requirements; operates, maintains and safeguards PBGC business and infrastructure system; and oversees the acquisition of IT resources for PBGC.

C.4 STATEMENT OF OBJECTIVES

The objective of this procurement is to acquire a combination of actuarial expertise and system expertise for the Operations and Maintenance (O&M) of the current systems that comprise the BCV Legacy Suite of Applications. This legacy suite and all Technology/Risk Management Division (TRMD) Tools (formerly known as OASD Tools), as defined in Existing System Information, are hereinafter referred to collectively as “Legacy BCV”. Services will also be procured for the Development, Modernization and Enhancement (DME) and Operations and Maintenance (O&M) of a modernized Legacy BCV (herein referred to as “New BCV”):

1. Operations and Maintenance (O&M) of Legacy BCV

2. Operations and Maintenance (O&M) of New BCV

3. BCV-Related Special Projects

4. Design, Development and Migration to New BCV

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Offeror shall submit a Performance Work Statement (PWS) in response to this solicitation.

C.4.1 Operations and Maintenance of Legacy BCV and New BCV

Operations support includes Production and User Support and Infrastructure and Other Support and applies to both Legacy BCV and New BCV as defined below and is ongoing. In Section C.4.1, Legacy BCV and New BCV shall both be referenced as BCV.

Maintenance support enables systems to operate according to the most recent set of approved requirements and does not change functionality, features, or capability of the existing applications. The timing of maintenance requests is generally predictable. The government receives approximately two steady state releases per year. However, the nature of the requests may not be as predictable.

C.4.1.1 Operations

C.4.1.1.1 Production and User Support

In order to maintain BCV in production and to provide user support, Offeror shall perform the following, but not limited to, tasks in order to meet the objectives of being timely, accurate, and responsive to customers:

1. Respond and resolve operational problems and support-request tickets assigned.

a. Troubleshoot and fix issues resulting from problems with the actual system, e.g. problem with installation on user’s workstation, problem with user access, problem resulting from updates to operating system, etc.

b. Provide users with guidance and help on the correct usage and settings to perform certain functions within the system.

c. Analyze recalculation programs hosted in the system and provide benefit administration staff with assistance on how to use and understand results and make changes to recalculation programs when deficiencies are found in the existing recalculation program.

This work must be performed by actuarial programmers with expertise in developing and maintaining Benefit Statement and Recalculation System (BSRS) programs hosted in the system.

2. Coordinate with appropriate PBGC deployment teams to implement changes for scheduled releases and emergency releases.

3. Manage security, roles, and responsibilities within BCV so that user roles are aligned according to business needs and job functions.

4. Respond effectively to questions about BCV interfaces and provide integration support for development teams of other PBGC systems.

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5. Proactively monitor the performance of the BCV systems (hardware and software) and support the resolution of system problems or outages.

6. Manage, track, and report change requests and user-reported problems for

BCV.

7. Provide support for User Acceptance Testing of system updates.

8. Provide recommendations for training based on any operational or functional changes to BCV.

9. Maintain and update BCV system administration operational procedures, operations guide, manuals, and documents.

10. Ensure BCV compliance with PBGC security policies and procedures.

C.4.1.1.2 Infrastructure and Other Support

OIT requires applications to support Infrastructure projects and initiatives in order to ensure the systems are using the latest technology required to resolve known software issues and improve system performance, efficiency, and security controls. These projects support hardware and software upgrades, testing efforts, recommended security patches, and other specific requirements beneficial to PBGC’s response to customers. Other support includes disaster recovery efforts, integrated development team support, and a timely response to audit findings.

Offeror shall support infrastructure initiatives and projects and provide other support for BCV. More specifically, Offeror shall do the following, but not limited to:

1. Proactively plan, design, develop, test, and deploy infrastructure requirements and modernize existing systems based on the approved requirements and architectures.

2. Assist PBGC with the identification of infrastructure requirements that are used to improve the overall BCV. Achieve and maintain vendor support of the underlying technologies according to the approved plan.

3. Evaluate, test and implement system upgrades to hardware and systems software in order to maintain system and software compatibility;

effectively coordinate with the impacted groups.

4. Assist PBGC in recommending the technology for New BCV implementation. Ensure system designs are compliant with PBGC OIT standards and interoperable with PBGC's technology standards and other applications.

5. Leverage internal security, EA and industry best practices and standards to provide system improvement recommendations for system operations in order to ensure reliability, performance, capacity, system improvement, enhanced security and optimal resource utilization of the system.

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6. Use reporting tools to determine system performance. Implement changes that improve the performance of the application.

7. Participate in Corporate-Wide IT initiatives such as Security Plan Updates and Continuity of Operations Plan (COOP).

8. Assist with the application’s security certification and accreditation evaluation, and audits.

C.4.1.2 Maintenance

In order to support maintenance efforts that affect BCV, Offeror shall do the following, but not limited to:

1. Analyze and evaluate software problems to perform validated corrections/changes (e.g., data fixes) to support application users.

2. Deploy all software enhancements through releases according to established PBGC software configuration management procedures and change management policy, process and procedures, and PBGC security policies to ensure the agency standards are accurately captured and incorporated into the releases.

3. Coordinate maintenance support efforts with OIT and other personnel from impacted systems.

4. Maintain, coordinate and provide technical assistance and support for the testing and upgrading of all standard software in all environments.

5. Develop a Corrective Action Plan (CAP) to address/eliminate audit findings.

6. Continuously evaluate emerging technology for applicability to BCV and provide system improvement recommendations for new technology initiatives.

Maintain and modify BCV to meet new technical requirements.

7. Conduct technical and functional reviews of the latest system software releases and provide technical and functional support to areas such as OIT and OBA staff in maintaining BCV.

C.4.2 BCV-Related Special Projects

Complete special projects related to BCV that will enhance the accuracy, reliability, security, or auditability of the BCV process, and related efforts.

C.4.3 Design, Development, and Migration to New BCV

Design, develop, and effectively migrate existing plan inventory to New BCV, a system that supports PBGC’s Benefit Administration and Determination’s BCV functions by calculating pension benefits, calculating plan liabilities, producing final benefit statements and re-calculating retirement benefits accurately, rapidly, and at a reasonable

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cost. This shall include the re-implementation and retirement of Legacy BCV into New BCV (or other systems as deemed appropriate by the government)

The Design, Development of New BCV, and Migration to New BCV will consist of at least two phases – a planning phase and multiple implementation phases.

C.4.3.1 Planning Phase (First Task Order)

As part of the first task order, PBGC requires Offeror to submit a detailed, phased plan, building off of the Performance Work Statement (PWS) submitted as part of this solicitation, regarding the design, development, and delivery of New BCV, and migration to New BCV. The phased plan shall address the modernization or replacement of Legacy BCV and integration with other applications, as well as the transition to New BCV. The phased plan will allow for incremental software releases to the business users, using an Agile development methodology to reduce overall project risk.

Offeror shall present the phased plan to PBGC for its selection and approval. The proposal shall include a discussion by Offeror of its recommended phased plan. The phased plan shall allow for development by separate task orders issued by PBGC, as well as incremental software releases to the business users. Offeror will also discuss the considerations identified above with emphasis on the timing to develop and Offeror’s efforts to reduce overall project risk. Additional deliverables will be identified at the task order level. For each phase, a task order will be issued and include at least one software release during or at the end of each phase.

Based on Offeror’s proposal, PBGC will approve or make recommended changes to the phased plan. Upon approval, Offeror will be allowed a specific period of time to develop and submit to the COR, in regard to the approved phased plan, the following, deliverables, but not limited to:

1. Project Charter

2. Project Management Plan (PMP)

PBGC will approve and then subsequently review and revise the two documents as necessary in discussions with Offeror. For each project phase identified in the PMP, Offeror will develop the following deliverables, but not limited to:

1. Detailed scope of work

2. Documents required by PBGC’s Information Technology Solutions Life Cycle Methodology (ITSLCM) and Office of Management and Budget (OMB) requirements

3. Identification of measure of success for each of the phases

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C.4.3.2 Subsequent Phases (Subsequent Task Orders)

After the approval of the planning phase, subsequent, individual Task Orders will be issued for each subsequent phase. DME services shall include the modernization of existing applications and tools. Changes are generally requested to improve software in response to PBGC’s business processes, user interface, technology advancements, and industry or federal mandates.

C.4.4 New BCV Requirements

The requirements of the DME for New BCV shall include, but not limited to, a solution for Legacy BCV, providing a base framework for modernization and major enhancement. The development of New BCV shall have two separate development teams working concurrently through parallel development efforts for modernizing the current Valuation Database Construction Tool (VDCT) and modernizing Legacy BCV. Both teams shall be provided by Offeror.

C.4.4.1 System Requirements

C.4.4.1.1 Centralized Database

A centralized database that holds all participant and plan data for the system. The centralized database shall meet the following requirements, but not limited to:

1. Able to load data from all existing Access databases (at least one per case) into centralized database

2. Able to define fields for a specific use on a case by case basis (i.e. some of the fields are used for different purposes from one case to another)

3. Provide an audit trail detailing any changes made to data, e.g. user making change, date of change, previous value, source for new value, reason for change, etc.

4. Control access to data based on the user role and case assignment in compliance with interim ICAM standard for authentication and authorization

5. Able to maintain or improve on the current performance levels that exist when using the individual Access databases

6. Able to preserve data as of certain point in time and able to provide users working copies of data that is isolated from changes being made to the live data

7. Able to share data with other PBGC systems, e.g. IPVFB, letter generation, MyPBA

C.4.4.1.2 Web Access Portal

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The system shall include a single web access portal that meets the following requirements and be in compliance with interim ICAM standard for authentication and authorization:

1. Able to access all components of the system via single web portal

2. Supports single sign-on so that separate sign-in is not needed

3. Access to system components is controlled by the user role and case assignment

4. Both on-site and remote users access system via the same web portal

5. Supported Web Browser interface shall be agnostic to version and/or vendor

C.4.4.1.3 Database Building

The system shall include a flexible database building component that meets the following requirements:

1. Able to import electronic data into the centralized database

2. Able to design customized forms on a case by case basis for viewing, adding, deleting, and editing data in the centralized database

3. Able to link each piece of input data to a source file (housed in a separate system)

4. Able to create and run data validations on a case by case basis (including validations of calculated values)

5. Able to reconcile data in centralized database with corporate database

6. Able to create statistical samples and record findings for audits preformed on records for a case

C.4.4.1.4 Calculation Authoring

The system shall include a flexible calculation authoring component that meets the following requirements:

1. Able to provide complete flexibility for authoring calculations, e.g.

pension benefit components, benefit amounts, liabilities, application of PBGC limitations, etc.

2. Includes standard calculation functions, e.g. service, average compensation, maximum insurance limit, present value factors, etc.

3. Able to reuse calculations from one case to another

4. Able to provide standardization of results for calculations that are the same from one case to another

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5. Able to provide transparency so that all steps in calculation can be reviewed and validated

6. Able to store calculation algorithms in centralized database so that there is access control and an audit trail for changes

7. Able to provide an interface that allows calculations to be applied to one or more records with results immediately available to user (analogous to records in a spreadsheet application)

C.4.4.1.5 Benefit Statement Design

The system shall include a flexible benefit statement design component that meets the following requirements:

1. Able to provide complete flexibility for creating statement output (includes Benefit Determination (BD) statements and worksheets, estimation statements and worksheets, recalculation statements and worksheets, and PBGC optional forms of annuity output)

2. Able to provide statement output to other PBGC systems (e.g. letter generation, MyPBA, etc.)

3. Able to reuse statement design from one case to another

4. Includes standard sections and statements e.g., frozen benefit section, sections related to PBGC limitations, standard PBGC optional forms of annuity output, etc.

5. Able to provide standardization of statement output from one case to another

6. Able to provide an interface that allows output to be reviewed per changes made in the design

7. Able to track all changes made to statement configuration

8. Able to generate output in all applicable formats, e.g. hard copy, PDF, XML, etc.

C.4.4.1.6 Reporting

The system shall include a flexible reporting component that meets the following requirements:

1. Able to build standard reports available for use in any plan

2. Able to populate data (including aggregate amounts) in actuarial case report directly from centralized database

3. Able to build and save any customized report for records that meet specified criteria either for a specific case or across multiple cases

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4. Able to generate output in all applicable formats, e.g. hard copy, PDF, XML, etc.

C.4.4.1.7 Recalculation and Self-Service

The system shall include a component for benefit recalculation and self-service that meets the following requirements:

1. Able to use the valuation calculations for calculating the benefit at different retirement dates and with different beneficiaries

2. Able to generate output in all applicable formats, e.g. hard copy, PDF, XML, etc.

3. Able to run automated testing of actual retirement calculations per software standards

4. Able to be called by other systems such as MyPBA for participant self-service estimates and by IPVFB for recalculating expected retirement benefits per revised data

5. Able to provide complete flexibility for inputs needed for the calculation

6. Able to enforce standard validations (e.g. beneficiary born after retirement date, retirement date on or before required begin date, etc.)

7. Able to allow simultaneous processing of multiple retirement date requests

8. Able to differentiate between estimations (prior to valuation being finalized) and final recalculations

9. Able to track all changes made to recalculation routine and be able to go back to earlier version

C.4.4.1.8 Integration with Other PBGC Systems

The system shall be capable of integrating with other PBGC systems. Some examples of system integrations:

1. Plan level data and team assignments obtained from the Case Management System (CMS) and participant counts and liabilities total provided to CMS

2. Data validations obtained from the Integrated Present Value of Future Benefits (IPVFB) system and expected retirement data provided to IPVFB

3. Recalculation output provided to MyPBA for self-service benefit estimates

4. Benefit Determination statements and worksheets provided to the Customer Correspondence System (CCS), formally known as eALG

5. Direct link to electronic source file stored in the Document Management System (or new system yet to be developed) for each piece of input data in the centralized database

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C.4.4.2 Business Requirements

C.4.4.2.1 Standardization

New BCV shall accommodate common plan provisions and standard PBGC calculations with repeatable algorithms and methods to ensure consistency across different pension plans. Offeror shall explain the extent to which they expect their proposed solution to handle issues using standard algorithms. Such issues include but are not limited to the considerations set forth below and complexities due to various combinations of the following considerations:

1. New BCV shall accommodate complex calculations including, but not limited to:

a. Industry-specific provisions, e.g., steel, automobile, airlines

b. Free Surviving Spouse Benefits (FSSB)

c. Cash balance and hybrid plans

d. Non-level benefits and supplements

e. Grow-ins for ongoing employers

f. Employee contributions (mandatory and voluntary)

g. Death and disability benefits

h. Transfers between plans

i. Offsets and partially purchased annuities

j. Eligibility requirements

k. Top-heavy plans

l. Multiple benefits administered separately in the same plan

m. Rules that govern plans with Adjusted Funding Target Attainment Percentage (AFTAB) values that are below required amounts.

2. New BCV shall accommodate factors requiring adjustments to benefit calculations, including, but not limited to:

a. Prior distributions

b. Accrued at Normal Limitation

c. Maximum Guarantee-able Benefit

d. Phase-ins

e. Majority Owner benefits

f. Adjustments for plan that terminate while in bankruptcy

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g. Aggregate Limit of Benefits Payable by PBGC (“Aggregate Maximum”)

h. 4044 asset allocation and 4022(c) allocation

i. Determination of PC3 and PC6 eligibility and calculation of PC3 and PC6 benefits

j. Estimation of missing data using standard techniques

C.4.4.2.2 Flexibility

New BCV shall have a significant degree of flexibility to allow such requirements as plan-specific ad hoc calculations for unusual plan provisions, complex contingencies, periods of procedural flux, poor data quality, and legislative changes. Offeror shall propose methods for measuring the degree to which Actuaries use non-standard techniques on an ongoing plan-by-plan basis at the Task Order level.

Areas where flexibility is required by Offeror include, but are not limited to, the following considerations:

1. Provide the flexibility to respond immediately to future changes in the law without waiting for PBGC to provide updated software with the new standard calculations.

2. Provide the ability to designate logical groups of participants (e.g. retiree, deferred vested, cutbacks, 417(e) lump sum receivers, etc.) and handle these groups separately for valuation and reporting purposes.

3. Accommodate certain administrative issues such as:

a. Variations in plan practice

b. Qualified Domestic Relations Orders (QDRO)

C.4.4.2.3 Ease of Use

New BCV shall be user friendly, allowing logical, easy-to-navigate application interfaces and reports, and deemed by the user community as highly usable and focused on the user experience.

C.4.4.3 Performance Requirements

New BCV shall perform similar tasks (e.g., running valuation calculations and posting results to database, running a recalculation at actual retirement date, generating BD benefit statements, etc.) at least as well as Legacy BCV, but with a goal of actually improving performance where possible.

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C.4.4.4 Technical Requirements

Offeror shall adhere to the following general technical requirements for New BCV:

1. Perform and complete project initiation, planning, analysis, design, development, testing, and implementation of any modernization, enhancements, and requirements to Legacy BCV in accordance with PBGC ITSLCM and Enterprise Architecture Standards.

2. Schedule and coordinate the development, modernization, and enhancement releases with the appropriate teams using modern, and highly visible testing approaches and tools.

3. Deliver the releases on time and within budget.

4. Deploy quality software releases in production and minimize downtime in production due to quality issues.

5. Coordinate extensively with all involved groups such as OIT, OBA, Chief

Valuation Actuary, Actuarial Services Division (ASD), Information System Security Officer (ISSO), Enterprise Architecture, Enterprise Cybersecurity, and other applicable divisions and systems within PBGC to identify all impacts prior to project implementation.

6. Work in partnership with OIT in anticipating and responding to future initiatives and technology evolutions that will enable OIT to respond to customers and provide an efficient and robust system.

7. Develop well-constructed application Interface Design using PBGC Design standards.

8. Develop physical and logical data models and Enterprise Entity to map to Enterprise Data Model for service reuse.

9. Deploy and utilize tools that support validation of testing and migration, and regression test scripts.

C.4.5 Migration of Legacy Benefit Statement Recalculation System (BSRS) Programs

The system shall be able to host all legacy BSRS programs still used to process deferred records. The results and output under the system must match results and output from legacy BSRS programs.

Offeror shall develop a plan for converting PBGC’s case inventory from Legacy BCV into New BCV. Offeror also shall convert pension plans from Legacy BCV into New BCV and maintain user profiles. The plan for converting cases shall address, but not limited to, the following:

1. secure conversion of participant data

2. conversion of actuarial calculations contained in spreadsheets

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3. modernizing macros without altering prior…