PBGC01-RP-17-0002.pdf

RFQ IFB RFP

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

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.

DATE . 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. 2/2012)

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

EDWOSB

SMALL BUSINESS PROGRAM

STANDARD FORM 1449 (REV. 2/2012) 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 133 PBGC01-RP-17-0002

The items below are used for PBGC internal administrative purposes only. The official Contract Line Item Number (CLIN) schedule follows in Section B.

0001 Contractor shall provide Actuarial Support Services per the SOO.

Period of Performance: 10/18/2017 to 10/17/2018

1.00 EA

OPT

1001 Contractor shall provide Actuarial Support Services per the SOO.

Period of Performance: 10/18/2018 to 10/17/2019

1.00 EA

OPT

2001 Contractor shall provide Actuarial Support Services per the SOO.

Period of Performance: 10/18/2019 to 10/17/2020

1.00 EA

OPT

3001 Contractor shall provide Actuarial Support Services per the SOO.

Period of Performance: 10/18/2020 to 10/17/2021

1.00 EA

OPT

4001 Contractor shall provide Actuarial Support Services per the SOO.

Period of Performance: 10/18/2021 to 10/17/2022

1.00 EA

Table of Contents

PAGE 4 OF 133 PBGC01-RP-17-0002

SECTION B SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 SUPPLIES OR SERVICES AND PRICE/COSTS

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

SECTION F DELIVERIES OR PERFORMANCE

F. 1 DELIVERIES OR PERFORMANCE

F. 2 52.242-15 STOP-WORK ORDER (AUG 1989)

F. 3 PBGC 52.237-7004 TRAINING (MAR 2016)

F. 4 PBGC 52.242-7000 POSTAWARD CONFERENCE (MAR 2016)

SECTION G CONTRACT ADMINISTRATION DATA

G. 1 CONTRACT ADMINISTRATION DATA

G. 2 52.216-18 ORDERING (OCT 1995)

G. 3 PBGC 52.201-7000 CONTRACTING OFFICER'S REPRESENTATIVE (JAN 2012)

G. 4 PBGC 52.232-7000 SUBMISSION OF INVOICES (JAN 2012)

G. 5 PBGC 52.232-7001 SUBMISSION OF INVOICES (LABOR-HOUR) (JAN 2012)

G. 6 PBGC 52.237-7008 OBSERVANCE OF LEGAL HOLIDAYS (JAN 2012)

SECTION H SPECIAL CONTRACT REQUIREMENTS

H. 1 QUALIFICATIONS OF PERSONNEL

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

H. 3 PBGC 52.209-7000 HANDLING SENSITIVE INFORMATION (MAR 2016)

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

H. 5 PBGC 52.215-7001 METHOD OF AWARD (OCT 2004)

H. 6 PBGC 52.216-7000 PRICE/COST (FEB 2013)

H. 7 PBGC 52.216-7003 CEILING PRICE (FEB 2013)

H. 8 PBGC 52.231-7000 OTHER DIRECT COSTS (MAY 2012)

H. 9 PBGC 52.237-7000 KEY PERSONNEL (MAR 2012)

H. 10 PBGC 52.237-7001 EDUCATION AND EXPERIENCE QUALIFICATIONS (DEC 2014)

H. 11 PBGC 52.237-7002 FITNESS DETERMINATION (APR 2016)

H. 12 PBGC 52.237-7005 INFORMATION SECURITY TRAINING (MAR 2016)

H. 13 PBGC 52.237-7009 LUNCH PERIOD (FEB 2011)

H. 14 PBGC 52.237-7010 CONTRACTOR EMPLOYMENT OF PBGC PERSONNEL (OCT 2008)

H. 15 PBGC 52.242-7000 POSTAWARD CONFERENCE (MAR 2016)

SECTION I CONTRACT CLAUSES

I. 1 52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT PAPER (MAY 2011)

I. 2 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (JAN 2011)

I. 3 52.212-4 CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (MAY 2015)

I. 4 52.212-4 I CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (MAY 2015)--ALTERNATE I (MAY

2014)

I. 5 52.216-22 INDEFINITE QUANTITY (OCT 1995)

I. 6 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999)

Table of Contents

PAGE 5 OF 133 PBGC01-RP-17-0002

I. 7 52.227-14 RIGHTS IN DATA--GENERAL (MAY 2014)

I. 8 52.232-9 LIMITATION ON WITHHOLDING OF PAYMENTS (APR 1984)

I. 9 52.233-2 SERVICE OF PROTEST (SEP 2006)

I. 10 52.233-3 PROTEST AFTER AWARD (AUG 1996)

I. 11 52.242-13 BANKRUPTCY (JUL 1995)

I. 12 52.244-2 SUBCONTRACTS (OCT 2010)

I. 13 PBGC 52.215-7003 EXPENSES RELATED TO PROPOSAL SUBMISSION (OCT 2004)

I. 14 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--

COMMERCIAL ITEMS (MAR 2016)

I. 15 52.216-19 ORDER LIMITATIONS (OCT 1995)

I. 16 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I. 17 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I. 18 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

I. 19 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I. 20 52.224-1 PRIVACY ACT NOTIFICATION (APR 1984)

I. 21 52.224-2 PRIVACY ACT (APR 1984)

SECTION J LIST OF ATTACHMENTS

J. 1 LIST OF ATTACHMENTS

J. 2 ATTACHMENT A - ACTUARIAL CERTIFICATION

J. 3 ATTACHMENT B - SOFTWARE CLOSEOUT REVIEW CHECKLIST

J. 4 ATTACHMENT C - ACTUARIAL TECHNICAL MANUAL LINK

J. 5 ATTACHMENT D - PWS PRS QASP TEMPLATE

J. 6 ATTACHMENT E - WBS AND WORK TYPES

SECTION K REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K. 1 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

K. 2 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (JULY 2013)

K. 3 52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL ITEMS (APR 2016)

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L. 1 INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L. 2 52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (OCT 2015)

L. 3 PBGC 52.215-7006 PROPOSAL REVISIONS (OCT 2004)

L. 4 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)

M. 3 PBGC 52.215-7009 REFERENCE AND EVALUATION (OCT 2004)

PAGE 6 OF 133 PBGC01-RP-17-0002

SECTION B

SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 SUPPLIES OR SERVICES AND PRICE/COSTS

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.

2. DESCRIPTION OF CONTRACT TYPE

The PBGC intends to establish a multiple award Indefinite Delivery/Indefinite Quantity (IDIQ) contract for qualified actuarial support services. Task Orders will be issued using Firm Fixed Price (FFP), Time and Material (T&M), Labor Hour (LH), or a Hybrid consisting of a combination of the contract types.

3. MINIMUM ORDER / CONTRACT CEILING

Contract Minimum: $2,000,000.00 Contract Maximum: $173,000,000.00

IDIQ Contracts do not guarantee orders beyond the minimum guarantee. Orders are based on fair opportunity consideration to all contractors awarded a Multiple Award / Indefinite Delivery/Indefinite Quantity (IDIQ) contract (see Section G, Ordering Procedures).

The minimum guarantee for each contractor awarded a Multiple Award IDIQ contract is $2,000,000.00.

The maximum quantity of services that the Government will acquire under this Multiple Award IDIQ contract shall not exceed $173,000,000.00 over the entire period of performance and applies to the aggregate value of all Task Orders, to include any option years of said Task Orders, across all contractors awarded an IDIQ contract.

4. TASK ORDERS

Any Task Orders (TOs) awarded from the basis of the IDIQ contract will be issued as either FFP, LH, T&M, or a Hybrid of the contract types based on the needs of PBGC.

5. TASK ORDER PRICING INFORMATION

The Contractor shall submit pricing information for Task Orders (TOs) as required over the life of the IDIQ contract and as prescribed in the individual Task Orders. Task Order pricing shall not exceed the labor hour pricing at the IDIQ contract level. The contractor may propose additional discounts at the Task Order level, see Section G – Ordering Procedures.

6. PBGC 52.231-7000 OTHER DIRECT COSTS

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

PAGE 7 OF 133 PBGC01-RP-17-0002

advance to take advantage of offered discount rates unless waived by the Contracting Officer. See http://www.gsa.gov/portal/content/104790.

7. OTHER PRICING TERMS AND CONDITIONS

All services shall be invoiced on a monthly basis.

FFP CLINs will be reimbursed in equal monthly installments.

Labor Hour CLINS shall be invoiced in the amount of billable hours per the month being invoiced.

The Contractor shall not Invoices FFP work to Labor Hour CLINs, nor Labor Hour work to FFP CLINs.

Labor Rates shall be fully burdened and shall include all direct and indirect prices, and profit.

8. IDIQ PRICING SCHEDULE

The prices in the IDIQ Pricing Schedule below are binding for future Task Order Proposals (i.e.

proposed TO hourly rates may not exceed those specified in the IDIQ Pricing Schedule) for the Base year and four Option periods. The price schedule below is inclusive of all Contractor prices/costs (direct and indirect) for performing services outlined in the Statement of Objectives and as proposed in the PWS.

9. PRICING SCHEDULE

The Contractor shall perform service in accordance with the Performance Work Statement (PWS):

Base Period

CLIN Description Qty Unit of Issue Unit Price

0001 Labor Categories/Rates 0001AA Actuary 1 Hour $ 0001AB Associate Actuary 1 Hour $ 0001AC Assistant Actuary 1 Hour $ 0001AD Actuarial Programmer 1 Hour $ 0001AE Actuarial Assistant I 1 Hour $ 0001AF Actuarial Assistant II 1 Hour $ 0001AG Actuarial Technician 1 Hour $

0001AH Accounting and Reporting Clerk 1 Hour $

0001AI Data Clerk/ Summer Student 1 Hour $

0002 Other Direct Costs 1 LS $50,000.00 NTE

Option Period One

CLIN Description Qty Unit of Issue Unit Price

1001 Labor Categories/Rates 1001AA Actuary 1 Hour $

PAGE 8 OF 133 PBGC01-RP-17-0002

1001AB Associate Actuary 1 Hour $ 1001AC Assistant Actuary 1 Hour $ 1001AD Actuarial Programmer 1 Hour $ 1001AE Actuarial Assistant I 1 Hour $ 1001AF Actuarial Assistant II 1 Hour $ 1001AG Actuarial Technician 1 Hour $

1001AH Accounting and Reporting Clerk 1 Hour $

1001AI Data Clerk/ Summer Student 1 Hour $

1002 Other Direct Costs 1 LS $50,000.00 NTE

Option Period Two

CLIN Description Qty Unit of Issue Unit Price

2001 Labor Categories/Rates 2001AA Actuary 1 Hour $ 2001AB Associate Actuary 1 Hour $ 2001AC Assistant Actuary 1 Hour $ 2001AD Actuarial Programmer 1 Hour $ 2001AE Actuarial Assistant I 1 Hour $ 2001AF Actuarial Assistant II 1 Hour $ 2001AG Actuarial Technician 1 Hour $

2001AH Accounting and Reporting Clerk 1 Hour $

2001AI Data Clerk/ Summer Student 1 Hour $

2002 Other Direct Costs 1 LS $50,000.00 NTE

Option Period Three

CLIN Description Qty Unit of Issue Unit Price

3001 Labor Categories/Rates 3001AA Actuary 1 Hour $ 3001AB Associate Actuary 1 Hour $ 3001AC Assistant Actuary 1 Hour $ 3001AD Actuarial Programmer 1 Hour $ 3001AE Actuarial Assistant I 1 Hour $ 3001AF Actuarial Assistant II 1 Hour $ 3001AG Actuarial Technician 1 Hour $

3001AH Accounting and Reporting Clerk 1 Hour $

3001AI Data Clerk/ Summer Student 1 Hour $

PAGE 9 OF 133 PBGC01-RP-17-0002

3002 Other Direct Costs 1 LS $50,000.00 NTE

Option Period Four

CLIN Description Qty Unit of Issue Unit Price

4001 Labor Categories/Rates 4001AA Actuary 1 Hour $ 4001AB Associate Actuary 1 Hour $ 4001AC Assistant Actuary 1 Hour $ 4001AD Actuarial Programmer 1 Hour $ 4001AE Actuarial Assistant I 1 Hour $ 4001AF Actuarial Assistant II 1 Hour $ 4001AG Actuarial Technician 1 Hour $

4001AH Accounting and Reporting Clerk 1 Hour $

4001AI Data Clerk/ Summer Student 1 Hour $

4002 Other Direct Costs 1 LS $50,000.00 NTE

PAGE 10 OF 133 PBGC01-RP-17-0002

SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1 STATEMENT OF OBJECTIVES (SOO)

P A

C.1 INTRODUCTION

This Statement of Objectives (SOO) outlines the acquisition of actuarial support services to the Pension Benefit Guaranty Corporation (PBGC). Specific details of work, deliverables, documentation, and other applicable PBGC, agency and industry standards will be provided under Task Orders (TOs).

C.2 PURPOSE

The purpose of this acquisition is to obtain highly qualified and specialized professional services and personnel resources to support the PBGC’s Office of Benefits Administration (OBA) and its departments/divisions in accurate and timely calculation of benefits for participants in the PBGC trusteed plans. The support is primarily provided to the OBA’s Actuarial Services and Technology Department (ASTD) and its two divisions: the Actuarial Services Division (ASD) and the Technology and Risk Management Division (TRMD). The resources shall provide actuarial expertise to ensure timely and accurate completion of all tasks associated with the valuation of termination benefits under Title IV of the Employee Retirement Income Security Act of 1974 (ERISA). The required services shall be provided in accordance with: Title IV of ERISA, applicable PBGC regulations, standards, settlements, policies, and procedures; and applicable OBA, TRMD, and ASD operations and technical manuals.

C.3 BACKGROUND

The PBGC is a Government-owned Corporation, established under Title IV of ERISA of 1974, as amended. The mission of the PBGC is to operate as a service-oriented, professionally managed agency that protects participants’ benefits and supports a healthy retirement plan/system by: i) encouraging the continuation and maintenance of private pension plans, ii) protecting pension benefits in ongoing plans, iii) providing timely payments of benefits in terminated pension plans, and iv) making the maximum use of resources and maintaining premiums and operating costs at the lowest level consistent with statutory responsibilities. The termination insurance program currently covers more than 29,000 defined benefit pension plans.

Additional background information is available at http://www.pbgc.gov/about/about.html.

The Office of Benefits Administration (OBA) within PBGC, manages the termination process of 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. The Actuarial Services Division (ASD) resides under the OBA’s Actuarial Services and Technology Department (ASTD). ASD’s mission is to provide actuarial expertise and support in the development, operation and evaluation of PBGC insurance programs and to calculate and value termination benefits under Title IV of ERISA.

The completion of calculations and determination of the present value of future liabilities is an iterative process and depends on the type and quality of information available to PBGC at the time of trusteeship. The process includes collecting and analyzing: historical employment and retirement data on every participant in the plan; historical pension plan documents that define how to calculate each participant’s benefits regardless of when they terminated employment;

information on actual plan calculation and administration; plan asset values to value allocable assets at the Date of Plan Termination (DOPT); the history of the plan and its sponsor(s) with respect to mergers; transfer of plan liabilities and assets; purchased annuities; loans; lump sum payments etc.

PAGE 11 OF 133 PBGC01-RP-17-0002

This information is used to complete upfront work such as drafting plan summaries, calculating benefit cutbacks, analysis of prior plan administrator calculation and other required administration memorandums. In addition to the upfront work, actuarial staff is responsible for assistance in building participant databases; calculating estimated benefits used to put participants into an estimated pay status as soon as possible; which requires the staff to quickly gain an understanding of intricate details of the plan provisions. All of the work products produced during this process are used to produce a final Actuarial Case Report (ACR). Once the ACR is completed, ASD continues to provide other post-valuation services including assistance with issuing benefit determinations, answering questions from the PBGC Appeals Division, and all participant requests until the case has completed Plan Closing. Once Plan Closing is completed, actuarial staff completes Actuarial Services Requests (ASRs) for individual participant benefit calculations. In addition the work associated with case processing and resolving participant requests, actuarial staff also provides assistance for updating OBA/TRMD’s software programs. The services required under this solicitation will support ASD in performance of the type of work described above as well as other tasks outlined in the SOO and provided in the individual TOs.

C.4 SCOPE

The Offeror shall provide professional support services in order to assist the PBGC, OBA and related offices in ensuring the effective delivery of its’ mission and function as described in Section C.3 - Background, above. The Offeror will provide commercial, professional services that support four (4) levels of pension plan complexities, as well as all related work types as stated herein.

The pension plans trusteed by PBGC vary in dollar value, plan participant size and complexity.

OBA estimates the complexity and cost to process cases at the aggregate level, made possible by historical data and OBA’s Predictive Plan Processing Complexity Model.1 Based on the OBA Complexity Band, OBA assigns a Complexity Level for each plan as defined below. Though PBGC primarily completes Complexity Level I plans through its federal staff, this contract is intended to acquire support for plans with any degree of complexity, as required.

Based on these factors, OBA assigns a predictive complexity level of each plan as defined below:

Complexity Level

Estimated Range of

Participant Size Examples of Plans in Each Level

Level I 1-350 Plans with less than 350 participants with predicted limitations on participant’s benefits; Possible Pre- Retirement Lump Sum Death Benefit calculations;

1 OBA’s Predictive Plan Processing Complexity Model uses information provided in historical Form 5500 filings and other plan provision data available to OBA that are known to affect the level of difficulty of calculations and administrative work necessary to complete a case. The tool uses predictive analytic techniques to estimate the level of complexity based on historical information on cases. The output is a series of bands A – G. For the purpose of determining the difficulty of work for the contractors, bands will be grouped into four levels (I – IV).

PAGE 12 OF 133 PBGC01-RP-17-0002

Level II 351-2,000

Plans with less than 2,000 participants with predicted limitations on participant’s benefits; Possible Employee Contribution benefit calculations; Possible calculations due to a Bankruptcy Petition Date;

Level III 750-4,500 Plans with less than 4,500 participants with predicted limitations on participant’s benefits; Possible Cash Balance benefit calculations;

Level IV 4,500 and up Any plan larger than 4,500 participants;

Though PBGC primarily completes complexity Level I plans through its federal staff, this contract is intended to acquire support for plans with any degree of complexity, as required.

The services required of the Offeror with respect to PBGC pension plans under Title IV of ERISA are categorized as provided below. These services include:

1. Data Collection and Validation

2. Actuarial Calculations

3. Benefit Statement and Recalculation System (BSRS)

4. Actuarial Case Report

5. Post-Valuation Support

6. Other Support

7. Information Technology Requirements

8. Project Management

These services shall be performed in accordance with Title IV of ERISA and all applicable PBGC/OBA/TRMD/ASD regulations, standards and operations/technical manuals and shall be presented to PBGC in documents using the TRMD/ASD approved electronic formats.

Though the PBGC provides technical direction to the Offeror for the performance of duties under this contract through a Federal Actuary (Contracting Officer’s Representative) assigned to an individual plan, it is the Offeror’s responsibility to work independently and proactively to identify issues, concerns and provide high quality and timely deliverables.

Each plan will require the Offeror to complete a Work Type or combination of Work Types in order to deliver the desired outcome/completion of actuarial services for each plan.

The services are classified under the following work types:

Work Type Applicable WBS Activities Work Type I (Up-Front Work)

This type of work encompasses the initial work required when a plan is trusteed.

1 – Data Collection and Validation (only for estimated calculations) 2 – Actuarial Calculations (only for estimated calculations) 3 – Benefit Statement and Recalculation System (BSRS) (only for estimated calculations) 7 – Information Technology Requirements 8 – Program Management

PAGE 13 OF 133 PBGC01-RP-17-0002

Work Type II (Maintenance)

This type of work encompasses work completed after the initial work has been completed and before the participant database has been finalized by OBA’s Data Management Division.

1 – Data Collection and Validation (work completed as requested by OBA personnel) 2 – Actuarial Calculations (work completed as requested by OBA personnel) 7 – Information Technology Requirements 8 – Program Management

Work Type III (Valuations – In-Process) This type of work encompasses work on an Actuarial Case Report and valuation expected to be completed in a future fiscal year.

1 – Data Collection and Validation (in-process) 2 – Actuarial Calculations (in-process) 3 – Benefit Statement and Recalculation System (BSRS) (in-process) 4 – Actuarial Case Reports (in-process)

Work Type IV (Valuations – Finalized)

This type of work encompasses work on an Actuarial Case Report and valuation expected to be completed in the current fiscal year.

1 – Data Collection and Validation (Final Product) 2 – Actuarial Calculations (Final Product) 3 – Benefit Statement and Recalculation System (BSRS) (Final Product) 4 – Actuarial Case Reports (Final Product) 7 – Information Technology Requirements 8 – Program Management

Work Type V (Post-Valuation)

This type of work encompasses work completed after the participant liabilities have been finalized.

5 – Post-Valuation Support 7 – Information Technology Requirements 8 – Program Management

Work Type VI (Other Support)

This type of work encompasses enhancements to existing software and any other actuarial support required by PBGC.

6 – Other Support

C.5 PROGRAM OUTCOMES

The main program outcome of this contract is to acquire necessary actuarial support and expertise for the PBGC in order to meet its goal of paying pension benefits on time and accurately and maintain high standards of stewardship and accountability. Additionally, the PBGC expects to utilize performance measures to successfully:

Transition actuarial support services requirements to performance-based contracts, with clearly defined performance measures.

Complete the required number of Actuarial Case Reports based on OBA and ASD’s yearly production plan.

Reduce the number of older plans in the inventory that require actuarial valuations and other tasks to be completed and reduce the cycle time for completion of actuarial work for a given plan.

PAGE 14 OF 133 PBGC01-RP-17-0002

Provide estimated benefits and any estimated reduction in benefits to participants quickly to enhance customer service.

Calculate the accurate present value of PBGC termination benefits.

Have adequate qualified Offeror resources available in case of an unexpected surge to the number of plans or receipt of a large highly complex plan.

C.5.1 PERFORMANCE OBJECTIVES

The Offeror shall accomplish the following Performance Objectives that meet PBGC, OBA, TRMD/ASD desired outcomes of this SOO, OBA’s production goals, and other tasks related to the completion of this requirement, to include necessary support personnel on-site or off-site. In addition, the Offeror is responsible for all management and administrative tasks associated with this requirement including the execution of any task orders.

C.5.1.1 Data Collection and Validation:

The outputs of data collection and validation support includes the following: Summary of Plan Provisions, Initial Data Elements Listing; List of data elements that were not available at the time of the Participant Data Review (PDR) completion; Updated database; Reconciliation of participant count from various sources to the final database;

and Proposed resolution of outstanding data issues.

C.5.1.1.1 The Offeror shall be responsible for the initial analysis of the available plan documents and participant data in order to complete the Up Front Work Products.

C.5.1.1.2 The Offeror shall be responsible for the collection, manipulation, correction, loading, accuracy, and quality of participant data stored in OBA’s standard databases.

C.5.1.1.3 The Offeror shall recommend methods and time period to correct data problems, including additional data collection if necessary.

C.5.1.1.4 The Offeror is responsible for identifying and researching possible policy issues and providing a recommended solution.

C.5.1.1.5 The Offeror shall be expected to provide all documents in the approved OBA/TRMD software or templates.

C.5.1.1.6 The Offeror is expected to submit all pertinent documents and information to OBA actuary for Imaging and/or Archiving to store and preserve information.

C.5.1.2 Actuarial Calculations:

The outputs of performing the actuarial calculations includes: Benefit Estimation Tool (BET); Calculation of benefit cutbacks for those who are currently receiving benefits;

Estimated Benefit Adjustment Analysis Memo; Estimated Benefit Administration Analysis Memo; Section 436 Determination; Calculation of estimated benefits for those who are close to benefit commencement; Calculation of PBGC termination benefits for each participant; Calculation of present value of PBGC termination benefits; Form Conversion Factor Tables; and Update actuarial software in accordance with OBA/ASTD standards.

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C.5.1.2.1 Using the applicable OBA/TRMD software, the Offeror shall determine the effects of ERISA 4022 (guaranteed benefits), ERISA 4044 (allocated benefits), estimated plan assets, and Section 436 Limitations on PBGC-payable benefits to determine any reductions (cut-backs) of in-pay participant’s benefits and calculate estimated benefits used to place participants into an estimated pay status.

C.5.1.2.2 The Offeror shall research the plan population to complete the required OBA memorandums.

C.5.1.2.3 Using the applicable OBA/TRMD software, the Offeror shall apply ERISA Title IV regulations to calculate the final PBGC termination benefits for each participant.

C.5.1.2.3 The Offeror is responsible for applying PBGC defined rates and mortality tables to obtain the present value of the termination benefits.

C.5.1.2.4 The Offeror shall create a listing of the complete calculations for each participant.

C.5.1.2.5 The Offeror shall use the ADT system to identify, correct or explain data errors before termination liabilities are finalized and information is loaded into PBGC systems (e.g., Spectrum).

C.5.1.3 Benefit Statements and Retirement Statements (BSRS):

The outputs of the BSRS include: Individual Benefits Statements for all non-level benefits in pay status; Detailed benefit statement worksheet; Calculations at various retirement dates for all not in pay participants at DOPT; Customized Payment Adjustment Calculation System (PACS) to calculate optional forms conversion for non-standard normal form of payment;and Complete Software Closeout.

C.5.1.3.1 Using the applicable OBA/TRMD software and ASD’s technical manual requirements, the Offeror shall prepare, easy-to-understand and follow, individual benefit statements for all participants not in-pay status and participants in-pay status when the final PBGC payable benefit differs from the benefit actually being paid (or previously paid).

C.5.1.3.2 The Offeror shall be responsible for programming the BSRS software to generate Retirement Statements for all not in-pay participants at various dates with various spouses or beneficiaries.

C.5.1.3.3 As applicable, the Offeror shall also complete programming to generate a Benefit Statement Worksheet detailing complex benefit calculations.

C.5.1.3.4 The Offeror shall gain approval and document any non-standard features of software.

C.5.1.3.5 The Offeror is responsible for testing and reviewing the accuracy of the outputs from the BSRS for participants with various scenarios as part of the Software Closeout process (See Attachment B, Software Closeout Review Checklist).

C.5.1.4 Actuarial Case Reports (ACR):

The outputs of the this support include: Actuarial Case Report including table of Contents; Certification of Actuarial Case Report; Actuarial Case Memo; CMS Liability Screens; Summary of Plan Provisions; Form Conversion Factor Tables; Sample Benefit Statements and Recalculations; and Termination Benefit Listing.

C.5.1.4.1 The Offeror shall submit, in paper and in an approved standard electronic format, an accurate and complete final ACR for PBGC review and comment. The report

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shall be prepared in accordance with PBGC procedures, format, and applicable templates, and shall contain all essential and pertinent information required by PBGC including summary of calculations etc. It shall be the responsibility of the Offeror to coordinate with PBGC and correct any errors/issues in the report identified during the review, and submit an accurate and complete final report.

C.5.1.5 Post-Valuation Support:

The outcomes of Post-Valuation include: Administrative Guidance; Annual cash balance update; Re-valuation of cases; Re-calculation of PBGC termination benefits based on updated/newly discovered data; and Reconciliation of termination valuation results from most recent actuarial valuation results.

C.5.1.5.1 The Offeror shall provide post valuation support for any number of the following tasks, including but not limited to: providing written and electronic easy to follow, step-by-step instructions for PBGC's benefit administrators to use in determining final PBGC benefits; reconciling results of the Seriatim Termination Valuation with prior seriatim and aggregate estimates of the present value of PBGC-payable benefits based on plan Actuarial Valuation Reports, Form 5500s, etc.

C.5.1.5.2 The Offeror shall also support the Qualified Domestics Relations Orders (QDRO) issues, such as (i) determining how the QDROs assign benefits to the participant and the alternate payee(s); (ii) adjusting the benefits for the applicable PBGC limitations;

(iii) determining when the benefit may begin for the participant and alternate payee; (iv) determining the form of benefit under which the benefits may be paid; (v) determining what happens upon the participant's death; and (vi) determining what happens upon the alternate payee's death.

C.5.1.6 Other Support C.5.1.6.1 The Offeror shall support the development/enhancement of software.

C.5.1.6.2 The Offeror shall participate in user acceptance testing, providing training support (developing/conducting training for actuaries).

C.5.1.6.3 The Offeror shall develop external communications regarding provision and PBGC guaranteed limits including conducting presentations at participant meetings.

C.5.1.6.4 The Offeror shall provide technical assistance in completing Actuarial Service Requests (ASRs), reviewing termination valuation reports, performing actuarial studies, and supporting appeals, audits, and litigations.

C.5.1.7 Information Technology Requirements C.5.1.7.1 The Offeror shall:

C.5.1.7.1.1 Adequately secure both paper and electronic records at all times.

C.5.1.7.1.2 Immediately report any loss of PII information when the Offeror becomes aware of such a possible loss both to the COR and the PBGC Freedom of Information Act Officer C.5.1.7.1.3 Make their facilities available to PBGC for inspection to support review and verify of their information security program.

C.5.1.7.1.4 Dispose of all paper records and electronic data associated with work performed by the Offeror within one (1) year of the case being transferred to Post Valuation Administration. PBGC will provide the Offeror with a listing of these cases

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semiannually. All paper records shall be shredded on-site at the Offeror’s location by a bonded and licensed shredding company.

C.5.1.7.1.5 The Offeror shall provide to the COR a statement that they have completed the above contract requirements on October 1 of each contract year.

C.5.1.7.2 PBGC expects to have Virtual Desktop Imaging (VDI) technology implemented by the time of contract award. VDI will allow our actuarial contractor staff to perform their work solely within the PBGC network using approved secure connections with two factor authentication. There is an expectation that the vendors will NOT store, process, modify, or transmit or otherwise use PBGC data on their networks.

The vendor’s staff as users of PBGC systems with access to PBGC data will be held to same standards with regard to security, privacy, records management, and other requirements over their use, access, storage, modification, and transmission of PBGC data as all PBGC staff as outlined in detailed in the contract clauses section.

C.5.1.8 Project Management C.5.1.8.1 The Offeror shall provide project management in order to ensure program coordination and implementation of procedures and resources necessary to accomplish requirements. In addition, the Offeror is responsible for all management and administrative tasks associated with executing each Task Order.

C.5.1.8.2 The Offeror shall ensure proper management of Offeror personnel.

C.5.1.8.3 The Offeror shall provide project plans and updates to PBGC to ensure production plans are achieved and provide required reporting to PBGC.

C.5.1.8.4 The Offeror shall designate a Project Manager2 for IDIQ and associated Task Orders..

C.5.1.8.5 The Offeror shall establish a telework policy, manage schedules, and resolve scheduling issues/conflicts for its personnel.

C.5.1.8.6 The Offeror shall provide weekly progress reports to the Contracting Officer Representative (COR) and others in PBGC designated by the COR. (See also C.7 – Reporting Requirements) .

C.5.1.8.7 The Offeror shall attend progress meetings (see also C.8 – Periodic Progress Meetings).

C.5.1.8.8 The Offeror will provide required reports as specified in paragraph C.7 – Reporting Requirements.

C.5.2 PERFORMANCE MEASUREMENT

The Government shall monitor and measusre Offeror’s performance based upon the Offeror’s provided Performance Work Statement (PWS) that shall become a part of this contract and shall apply to any issued task order(s).

Performance measures shall be reported upon as determined in order to ensure timely quality and accurate service deliverables. These shall be monitored and measured as a part of the Quality Assurance Survelliance Plan (QASP)/Performance Requirements Summary (PRS); delivered in an Offeror’s technical proposal and incorporated into this contract and any issued task order(s).

2 The Offeror may designate the Actuary as the Project Manager and the Associate Actuary as the alternate/back-up Project Manager

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C.6 LABOR CATEGORIES

The Labor Categories required under this IDIQ are outlined in Section H along with specific roles and responsibilities. The Offeror shall be responsible for providing personnel who meet or exceed the minimum qualifications required by the PBGC.

The PBGC reserves the right to evaluate the acceptability of all Offeror personnel qualifications, as they relate to minimum qualifications established. For each Task Order, PBGC may identify required labor categories, and/or ask the Offeror to suggested labor categories appropriate for the particular task order.

• Actuary

• Associate Actuary

• Assistant Actuary

• Actuarial Programmer

• Actuarial Assistant I

• Actuarial Assistant II

• Actuarial Technician

• Accounting and Reporting Clerk

• Data Clerk/Summer Intern

C.7 REPORTING REQUIREMENTS

C.7.1. Monthly Reports/Deliverables The Offeror shall provide the provide the following reports to the COR and/or designated PBGC personnel.

C.7.1.1 Status Reports The Offeror shall provide reports in an electronic format containing relevant information for the reporting period including progress, risks, issues, and plans for the next reporting period.

a) Project Status: Provide a status on all assignments on a monthly (or as requested) basis to the COR.

b) Monthly Reports: The monthly progress report shall be due by the fifteenth (15th) of the month following the covered month and shall give a brief summary of the status of all work currently in progress, including but not limited to: Plan Name, Case Number, date work assigned, estimated completion date, target completion date, PBGC contract monitor, Offeror Task Order monitor, and progress comments, e.g., additional data/PBGC decisions required, data/ procedural/ policy problems encountered, deliverables submitted and when, etc.

C.7.1. 2 Financial Reports

a) The Offeror shall provide monthly financial management report. The report is due on the third (3rd) of the month following the covered month. For each work assignment, the report shall include but not be limited to:

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1) Total hours of effort expended by individual and labor category during the reporting period;

2) Cumulative total hours of effort by labor category through the reporting period from the inception of contract.

3) Estimates to complete to include projected effort required for completion of work assignments.

4) On a separate summary page for all plans (both current and complete), cumulative hours of effort through the reporting period from inception of contract, broken down by contract periods (base year, option year 1, option year 2, etc.).

b) Labor Hour, Time and Material, and Hybrid Task Orders: The Offeror’s invoices for Labor Hour, Time and Material, and Hybrid Orders under the contract shall be submitted by assignment and contain sufficient detail (categories, rates, hours, and other direct costs) to determine amounts billed by assignment. Invoices shall detail the current and cumulative amount billed under each assignment. All direct costs, which are generally limited to travel costs for a Task Order and costs of PBGC-owned flash drives (currently, Kanguru Micro Drives -1GB, 2GB, 4GB, or 8GB) must be pre-approved, in writing, by the COR to be reimbursable under the contract.

C.7.2 Periodic Reports

C.7.2.1. Certification of Actuarial Case Report The Offeror shall provide Certification of Actuarial Case Report. Upon completion of each plan’s work assignment, the Offeror shall provide certification as to the accuracy and completeness of the work it has performed (See Section J, Attachment A).

C.7.2.2. Offeror Employee Listing The Offeror shall submit to PBGC’s Workplace Solutions Department (WSD) and the COR, no later than the last government business day of each month, a cumulative listing of Offeror’s employees who are on board and who have terminated from the contract during the contract year. Each month, the Offeror shall identify new individuals who may have been added to the contract and any who may have left.

C.7.2.3. Security Reports and Documents The Offeror shall provide PBGC with all necessary documentation and support as required to allow the PBGC proper insight and oversight of the Offeror’s information security program for all systems, infrastructure, and services that store, process, manipulate, create, or transmit PBGC data.

C.8 PERIODIC PROGRESS MEETINGS

(a) The Offeror’s representatives shall be available for progress meetings with OBA’s Division Managers, Chief Actuary, Deputy Department Director, and other senior management. OBA anticipates the frequency of meetings to be at least twice per fiscal year quarter. OBA may request the meetings to be held in person or by conference call.

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(b) The Offeror shall meet with the Contracting Officer (CO) and the Contracting Officer’s Representatives (COR), and other Government personnel, as appropriate, periodically, but no less than once during each contract year, to review the Offerors’ performance. At these meetings, the CO will apprise the Offeror of how the government views the Offeror’s performance and the Offeror shall apprise the government of problems, if any, being experienced. Appropriate action shall be taken to resolve any outstanding issues. The work on each Task Oder may necessitate more frequent meetings. The Offeror shall make personnel available for such meetings, as appropriate, and provide meeting minutes to participants in a format approved by the Government.

C.9 KEY PERSONNEL

All persons assigned by the Offeror to provide services in the following labor categories are considered key personnel: ACTUARY and ASSOCIATE ACTUARY Labor Categories.

As a result, the Offeror shall identify by name each of the key personnel proposed and shall identify the education, qualifications, and experience level of each key person. The Offeror shall ensure that any substitution of key personnel provides an equal or higher qualified individual and changes must be requested in writing to COR and the Contracting officer (CO). These persons shall meet and maintain minimum standards as set forth in the IDIQ. The Offeror may designate ACTUARY and ASSOCIATE ACTUARY as the Project Manager and the Alternate Project Manager respectively.

If one or more of the identified key personnel, for any reason, becomes or is expected to become unavailable for work under this contract for a continuous period exceeding 14 work days, or is expected to devote substantially less time to the work that originally anticipated, the Offeror shall, subject to the concurrence of the CO or the COR, promptly replace personnel with someone of equal or higher ability and qualifications. The hourly rate shall not be raised.

All requests for approval of substitutions hereunder, must be in writing and provide a detailed explanation of the circumstances necessitating the proposed substitutions. The request must contain a resume of the proposed substitute, and any other information requested by the CO or the COR. The contracting officer shall promptly notify the Offeror of approval or disapproval in writing.

C.10. PLACE OF PERFORMANCE

Most work required under this contract and resultant task order(s) shall be performed at the Offeror's site. However, the Offeror may perform work at alternate locations, such as at home, at the plan sponsor site, and at other Offeror locations. Telework or "work from home" is permissible under this contract in situations where the Offeror has a written policy in place as to the suitability of the work that can be performed at the alternate location, how the work performed at the alternate location can be tracked for actual, allowable costs, and how participant and privacy information can be adequately protected in compliance with PBGC's Security Policy. The Offeror shall establish a "telework" or work from home policy that shall be available to PBGC upon request. Work not performed on PBGC premises must be performed in an information technology environment that ensures that PBGC data and software developed for PBGC will not be exposed to unauthorized alteration, destruction, or compromise.

C.11 CONFORMANCE WITH POLICIES AND PROCEDURES

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During the performance of this contract, the Offeror shall be required to conform to the policies and procedures outlined in the documents below. For each Task Order there may be additional constraints, i.e. department manuals/guidelines/procedures; which shall be provided to the Offeror upon issuance of Task Order request.

• Employee Retirement Income Security Act of 1974

• Code of Federal Regulations

• PBGC’s Federal Register Documents

• PBGC Operating Policy Manual (including Past Updates by Fiscal Year)

• BAPD Operations Manual and any updates

• Decision Logs

• OBA/BAPD Actuarial Technical Manual any updates

• Regulations issued by the PBGC, the Internal Revenue Service, the Department of Labor, and official interpretations thereof; ERISA and its amendments; etc.

• The PBGC/OBA/BAPD Manuals as updated from time to time.

• Policy and position papers developed by the PBGC that the Offeror shall specifically require.

• Procedural instructions, forms, and worksheets, as required and as approved by the

PBGC, that are relevant to the services provided.

C.12 LIST OF ATTACHMENTS

The following attachments are hereby incorporated into this contract:

Attachment A – Certification of Actuarial Case Report Attachment B - Software Closeout Review Checklist Attachment C – Actuarial Technical Manual Attachment D – PWS/PRS/QASP Template Attachment E – WBS and Work Types

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SECTION D

PACKAGING AND MARKING

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

The Contractor is responsible for the cost of all packing, packaging and mailing in accordance with the best commercial practices. All information submitted to the Contracting Officer or the COR must be clearly marked with the company name, the PBGC contract number, and identification of the item.

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SECTION E

INSPECTION AND ACCEPTANCE

E. 1 PBGC 52.246-7000 INSPECTION AND ACCEPTANCE OF DELIVERABLES (JAN 2012)

All deliverable items are to be furnished to the Contracting Officer's Representative (COR) or to PBGC personnel designated by the COR to receive a specific deliverable.

PBGC's receipt of a deliverable does not constitute acceptance by the Government. Final acceptance of any reports or other deliverable items required under this contract will be made in writing and may only be made by the COR or Contracting Officer.

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SECTION F

DELIVERIES OR PERFORMANCE

F. 1 DELIVERIES OR PERFORMANCE

F.1 PERIOD OF PERFORMANCE

Indefinite Delivery Indefinite Quantity (IDIQ) period of performance of a one (1) year base period followed by four (4) one year option periods that may be exercised at the government’s discretion. Actual dates for the period of performance will be entered at the time of the award.

Base Period Date of award mm/dd/2017 through mm/dd/2018 (12 months)

Option Period 1 mm/dd/2018 – mm/dd/2019

Option Period 2 mm/dd/2019 – mm/dd/2020

Option Period 3 mm/dd/2020 – mm/dd/2021

Option Period 4 mm/dd/2021 – mm/dd/2022

F.2 PLACE OF PERFORMANCE

Most work required under this contract shall be performed at the Contractor's site. However, the Contractor may perform work at alternate locations, such as at home, at the plan sponsor site, and at other Contractor locations. Telework or "work from home" is permissible under this contract in situations where the Contractor has a written policy in place as to the suitability of the work that can be performed at the alternate location, how the work performed at the alternate location can be…