FormSF1449_V7.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 44 PBGC01-RQ-16-0077

The item(s) below are used for PBGC internal funding purposes only. The official Contract Line Item Number (CLIN) schedule follows in the Pricing Schedule. The contractor shall invoice in accordance with the official CLIN schedule and with PBGC 52.232-7000 Submission of Invoices (JAN 2012).

Acquisition Template Creation and Editing Services 0001 The Contractor shall provide Acquisition Template

Creation and Editing Services in accordance with the Performance Work Statement (PWS) and the attached Pricing Schedule.

Firm Fixed Price

Period of Performance: 06/01/2016 to 09/29/2016

1.00 EA

Acquisition Template Creation and Editing Services

OPT

1001 The Contractor shall provide Acquisition Template

Creation and Editing Services in accordance with the Performance Work Statement and the attached Pricing Schedule.

Firm Fixed Price.

Period of Performance: 09/30/2016 to 09/29/2017

1.00 EA

Table of Contents

PAGE 4 OF 44 PBGC01-RQ-16-0077

SECTION

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

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

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

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

COMMERCIAL ITEMS (MAR 2016)

. 6 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

. 7 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

. 8 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

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

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

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

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

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

. 14 PBGC 52.237-7000 KEY PERSONNEL (MAR 2012)

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

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

PAGE 5 OF 44 PBGC01-RQ-16-0077

SECTION

. 1

REQUEST FOR QUOTATION (RFQ)

TEMPLATE ACQUISITION SUPPORT SERVICES

PBGC01-RQ-16-0077

1. RFQ ISSUE DATE: May 12, 2016

2. ISSUED BY: Pension Benefit Guaranty Corporation (PBGC) Procurement Department, 1225 I Street NW Suite 3323 Washington, DC 20005-4026

3. CONTACT INFORMATION:

NAME: Gregory Wizar, Contract Specialist PHONE: (202) 326-4000 Ext. 3105

FAX: (202) 326-4162

E-MAIL: wizar.gregory@pbgc.gov

4. QUESTIONS: Any questions regarding this RFQ shall be submitted to Mr. Gregory Wizar no later than May 18, 2016 by 12:00 PM ET.

5. QUOTATION DUE DATE/TIME: May 25, 2016 by 12:00 PM ET

6. SUBMISSION OF QUOTATION: Submit one (1) electronic copy of the technical and price quotation. QUOTATION SHALL BE SUBMITTED via email to Gregg Wizar at wizar.gregory@pbgc.gov no later than May 25, 2016 at 12:00 PM ET. Quotations shall reference PBGC solicitation number, PBGC01-RQ-16-0078.

TYPE OF CONTRACT. The Government intends to a Firm Fixed Price Contract.

PERIOD OF PERFORMANCE:

Base Period: June 1, 2016 - September 29, 2016.

Option Period 1: September 30, 2016 – September 29, 2017

PLACE OF PERFORMANCE:

All work required under this contract shall be performed at the Contractor’s facilities.

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SUPPLIES OR SERVICES AND PRICE/COSTS

1. Mandatory Firm Fixed Price

The Contractor shall provide all required research, development, creation and editing services for the mandatory Attachment A templates. This firm fixed price contains all costs, direct and indirect as well as profit, needed to complete this work. This firm fixed price shall be in effect for the Base Period of Performance.

2. Pricing Schedule/Table

Should the Government determine there are additional templates necessary, not included in Attachment A, then these templates will be requested by the Procurement Department (PD) by exercising the Option Period. The Government will have up to two (2) instances of review and edits at which time the template must be acceptable to the PBGC. The Government shall only exercise one (1) CLIN from Option One in the amount of 3 months, 6 months or 12 months.

Base Period of Performance – June 1, 2016 through September 29, 2016 Contract Line Item Number

Description QTY Unit Unit Price Extended Cost

CLIN 0001 Professional federal acquisition template creation and editing services to develop and update acquisition lifecycle templates listed in Attachment A.

1 Each $

Option One Period of Performance – September 30, 2016 through September 29, 2017 CLIN 1001a Professional federal acquisition template creation and editing services to develop and update acquisition templates.

3 Mo $

CLIN 1001 b Professional federal acquisition template creation and editing services to develop and update acquisition templates.

6 Mo $

CLIN 1001c Professional federal acquisition template creation and editing services to develop and update acquisition templates.

12 Mo $

Grand Total $

PAGE 7 OF 44 PBGC01-RQ-16-0077

3. Payments:

The firm fixed price for Contract Line Item Number (CLIN) 0001 shall be payable using progress payments with 80% paid after submission to the Government of the “Required PBGC Procurement Templates” in Attachment A, and 10% paid after each review and revision period or at the end of the period of performance (POP), whichever occurs first. Firm fixed prices for all other CLINs shall be payable after acceptance, and as billed within the next regularly scheduled invoice cycle after acceptance.

4. Pricing Assumptions

To be filled in by the Contractor with proposal submission.

5. Other Terms and Conditions

To be filled in by the Contractor with proposal submission.

PERFORMANCE WORK STATEMENT

ACQUISTION TEMPLATE CREATION AND EDITING

1. BACKGROUND

The Pension Benefit Guaranty Corporation (PBGC), a Government owned corporation, was established to develop and administer the pension plan termination insurance program for certain defined benefit pension plans provided by Title IV of the Employee Retirement Income Security Act (ERISA) of 1974. It currently protects the pensions of nearly 44 million American Workers and retirees in 30,300 private single employer and multiple employer pension plans. PBGC operations are financed by insurance premiums set by Congress and paid by sponsors of defined benefit plans, investment income, and assets from pension plans trusted by the PBGC, and recoveries from the companies formerly responsible for the plans.

The PBGC is comprised of fourteen departments, each with the ultimate goal of carrying out its mission to protect America’s pensions. In order to complete this mission, the PBGC relies heavily on the support of many private industry contractors. Approximately half of the PBGC’s total staff is made up of contractor personnel. These personnel are tasked through their respective contracts to perform a wide range of non-inherently governmental functions. Therefore, the PBGC is required to comply with statutory and regulatory acquisition requirements, to ensure the procurement process flows seamlessly from requirements to award.

The Procurement Department (PD) supports the mission by facilitating the procurement of supplies and services needed by the other Departments. PBGC elects to follow the Federal Acquisition Regulation (FAR) and has its own Directives, and its own Pension Benefit Guaranty Corporation Supplement (PBGCFARS). PD routinely solicits for financial, actuarial, and logistical services, IT communications, hardware and software, real estate leases and miscellaneous supplies, using all types of solicitations, requirements and contract types for award under FAR. Recently, in order to better assist internal acquisition processes, PD has determined it needs all FAR and PBGCFARS (See

PAGE 8 OF 44 PBGC01-RQ-16-0077

Attachment B) templates used to be reviewed, edited or developed. This need will be met through the award of a firm fixed price contract for these short term services.

This Performance Work Statement (PWS) outlines the acquisition of support services to develop, edit and update all required FAR and PBGCFARS Templates supportive of PD.

2. SCOPE of WORK Mandatory Services: The Contractor shall provide professional federal acquisition (i.e. contracting) and editing services in order to create, revise, modify, or develop the current inventory of 69 templates listed in Attachment A. These templates shall be delivered to PD not later than thirty (30) business days after contract award. The Government will review and return these items no more than twice and final edits shall be completed on all templates not later than 29 September 2016. The templates shall have specific blocks that can be completed by entering the appropriate information electronically, and which can be saved electronically for filing or printing. Samples are not being requested as the templates should reference the applicable element of the document and provide adequate instructions pursuant to the FAR and PBGCFAR. It is the Government’s intent to receive templates with instructions for completion of documents that will be consistent and FAR and PBGCFAR compliant. The Government is not looking for templates with sample wording for similar or previous contracts.

Optional Services: Should the Government determine there are additional templates necessary not included in Attachment A, then these templates may be requested by PD exercising Option Period One (1). The tasks assigned to Option Period One (1) shall be the Ad Hoc creation of projects templates, PBGCFAR Supplement revisions and policy support services for the acquisition lifecycle for a period of 3 – 12 months. The Contractor shall provide professional federal acquisition and editing services in order to edit, develop and deliver all requested templates or sections of governing documents no later than thirty (30) business days after exercise of the Option. Again, the Government will have up to two instances of review and edits at which time the template must be acceptable to the PBGC, with the final delivery to occur within the option year period of performance.

3. CONTRACT OBJECTIVES

The primary objective of this contract is to provide for accurate and quick professional template creation, development and editing services for FAR and PBGCFARS required templates which have been identified in Attachment A. The contractor shall quickly and accurately develop the optional templates as ordered by the Government, and within the performance standards set forth herein.

Should the Government determine additional Templates not included in Attachment A need revisions after the initial Base Period has ended the Option will be exercised to further procure the needed service.

4. PERFORMANCE STANDARDS AND DELIVERABLE REVIEW TIMEFRAME FOR THE

PARTIES

The following process shall be followed for template submission from the contractor, and the Governments review, revision and acceptance:

PAGE 9 OF 44 PBGC01-RQ-16-0077

(a) The Contracting Officer Representative (COR) will coordinate this process with the designated Contractor Point of Contact (POC).

(b) All 69 required templates are identified in Attachment A to the contract. Existing PBGC templates, if and where applicable, will be sent electronically to the contractor within two weeks of contract award. The 30 business day delivery time shall start upon receipt of templates.

(c) The Government will include instructions related to each template. For example, each template must have specific blocks which can be completed by entering the appropriate information electronically and having the capability of saving each template electronically for filing or printing.

The Government shall provide the title of each requested template, along with its tracking number, where applicable.

(d) The template shall be created using Microsoft Office and have one of the following file extensions: *.doc; *.docx; *.xls; xlsx; *.ppt; or pptx. The Contractor shall apply a consistent approach in the usage of extensions for each document with like templates having like extensions.

(e) The contactor shall deliver all templates, not later than thirty (30) business days after contract award and receipt of templates. Business days shall not include weekends and/or Federal Holidays.

(f) REVIEW ONE: The Government will have up to forty five (45) calendar days after receipt, to review and comment on each template; then re-send any template back to the Contractor if needed.

This process shall be coordinated between the COR and the designated contractor POC, and reflected in the monthly status reports. Additionally, the Government will indicate if the template needs no revision.

The contractor shall deliver the re-worked, revised and/or edited template back to the COR not later than fifteen (15) business days from receipt.

(g) REVIEW TWO: The Government will have up to thirty (30) calendar days after receipt, to review and re-send any template back to the Contractor if needed. This process shall be coordinated between the COR and the designated contractor POC and reflected in the monthly status report for ready status reporting. The Government will indicate if the template needs no revision.

(h) FINAL ACCEPTANCE: The contractor shall deliver the re-worked, revised and or edited template back to the COR not later than fifteen (15) business days from receipt. If any template is not yet approved after REVIEW TWO, the Contractor’s payment shall be reduced by the number of templates not yet accepted In accordance with the tier one (1) price provided for each optional template (see section B).

PAGE 10 OF 44 PBGC01-RQ-16-0077

5. KEY PERSONNEL

(a) The Contractor shall agree to assign to this contract key personnel whose resume was submitted with the quote to the designated Contractor point of contact. No substitution shall be made without prior notification to and the concurrence of the Contracting Officer in accordance with this requirement.

Title Name

1. Program Manager (PM) ____ (To Be Completed at Award) _________

2. Template Editor ____ (To Be Completed at Award) _________

(b) All proposed substitutes shall have qualifications equal to or higher than the qualifications of the person to be replaced. The Contracting Officer shall be notified in writing of any proposed substitution at least fourteen (14) business days in advance of the proposed substitution. Such notification shall include: (1) resume of the proposed substitute; and (2) any other information requested by the Contracting Officer to enable him/her to judge whether or not the Contractor is maintaining the same quality of personnel provided at the time of award.

KEY PERSONNEL MINUMUM QUALIFICATIONS

Minimum Qualifications:

• Program Manager - Experience shall include demonstrated program management and functional policy experience. The project manager must be FAC-C /DAWIA Level III or equivalent in Contracting. The Program Manager shall have over 15 years’ experience in contracting.

• Template Editor - Experience shall include demonstrated project management experience. The template editor must be Project Management (PM) certified and have experience developing, baselining and executing program requirements. The Template Editor shall have over 5 years’ experience in managing projects and creating requirements/templates.

6. OTHER DIRECT COSTS: This is anticipated to be a Firm Fixed Price type of contract; there are no other indirect costs anticipated. The Contractor shall provide for all direct and indirect costs, including travel, in the firm fixed price provided under Section B.

7. PERIOD OF PERFORMANCE

The resulting contract shall have a base Period of Performance of four (4) months from date of award, and one Option Period that could be three months, six months or 12 months depending on the CLIN exercised by the Procurement Department.

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Period of Performance Estimated Start Date Estimated End Date Base Period June 1, 2016 September 29, 2016 Option Period One September 30, 2016 Three, Six or Twelve Months after Start Date.

Option Period One (1) may be exercised should the Government determine there are additional templates required and not included in Attachment A.

8. PLACE OF PERFORMANCE

The Government wishes to utilize technology to the greatest extent possible in fulfillment of these services. It is anticipated that files shall be provided electronically for execution to occur at the Contractor’s facility.

9. DELIVERABLE ITEMS

(a) Return of all Templates: As provided in the PWS above.

(b) Updates and edits to templates (Review One (1) and Review Two (2), if needed))

(c) Monthly Status Report: The Contractor shall deliver a monthly status report to the COR on or by the fifteenth (15) calendar day of every month after award. This report shall include:

Executive summary of templates received, reviewed and edited or developed, and returned. The report shall include specific references to the templates as well. The report shall include a summary of firm fixed price, monthly payments received to date and the balance remaining prior to the end of the period of performance.

10. CONTRACTING OFFICER AUTHORITY

In no event shall any understanding or agreement between the Contractor and any Government employee other than the Contracting Officer on any contract, modification, change order, letter or verbal direction to the Contractor be effective or binding upon the Government. All such actions shall be formalized by a proper contractual document executed by an appointed Contracting Officer.

The Contractor shall be hereby put on notice that in the event a Government employee other than the Contracting Officer directs a change in the work to be performed or increases the scope of the work to be performed, it shall be the Contractor’s responsibility to make inquiry of the Contracting Officer before making the change. Payments will not be made without being authorized by a formally designated Contracting Officer Representative of an appointed Contracting Officer.

(a) Except as specified in paragraph (b) below, no order, statement, or conduct of Government personnel who visit the Contractor’s facilities or in any other manner communicates with Contractor personnel during the performance of this contract shall constitute a change under 52.212-4(c), "Changes" clause of this contract.

(b) The Contractor shall not comply with any order, direction or request of Government personnel unless it is issued in writing and signed by the Contracting Officer, or is pursuant to specific authority otherwise included as a part of this contract.

(c) The Contracting Officer is the only person authorized to approve changes in any of the requirements of this contract and notwithstanding provisions contained elsewhere in this contract, the said authority remains solely the Contracting Officer's. In the event the Contractor effects any change at the direction of any person other than the Contracting Officer, the change shall be considered to

PAGE 12 OF 44 PBGC01-RQ-16-0077

have been made without authority and no adjustment shall be made in the Contractor price to cover any increase in charges incurred as a result thereof.

The address and telephone number of the Contracting Officer is:

Name: TBD Address: Pension Benefit Guaranty Corporation 1225 I Street NW Third Floor Washington DC 20005

Email: TBD Phone: TBD

11. CONTRACTING OFFICER’S REPRESENTATIVE (COR) DESIGNATION AND

AUTHORITY

(a) The Contracting Officer’s Representative (COR) is

Name: TBD Address: Pension Benefit Guaranty Corporation 1225 I Street NW Third Floor Washington DC 20005

Email: TBD Phone: TBD

(b) Performance of work under this contract shall be subject to the technical direction of the designated COR, or a representative designated in writing. The term “technical direction” includes, without limitation, direction to the Contractor that directs or redirects the labor effort, shifts the work between work areas or locations, fills in details and otherwise serves to ensure that work outlined in the work statement are accomplished satisfactorily.

(c) Technical direction will be within the scope of the contract. The COR does not have authority to issue technical direction that:

(1) Constitutes a change of assignment or additional work outside the specification(s)/work statement;

(2) Constitutes a change as defined in the clause entitled “Changes”;

(3) In any manner causes an increase or decrease in the contract price, or the time required for contract performance;

(4) Changes any of the terms, conditions, or specification(s)/work statement of the contract;

(5) Interferes with the Contractor’s right to perform under the terms and conditions of the contract; or,

(6) Directs, supervises or otherwise controls the actions of the Contractor’s employees.

(d) Technical direction may be oral or in writing. The COR will confirm oral direction in writing within five (5) workdays, with a copy to the Contracting Officer.

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(e) The Contractor shall proceed promptly with performance resulting from the technical direction issued by the COR. If, in the opinion of the Contractor, any direction of the COR, or his/her designee, exceeds the limitations in (c) of this clause, the Contractor shall immediately notify the Contracting Officer no later than the next Government work day.

(f) Failure of the Contractor and the Contracting Officer to agree that technical direction is within the scope of the contract shall be subject to the terms of 52.212-4(d) clause entitled “Disputes.”

INSTRUCTION TO OFFERORS

1. GENERAL INSTRUCTIONS

Quotations are expected to conform to solicitation provisions and be prepared in accordance with this section. To aid in evaluation, the quotes must be clearly and concisely written as well as being neat, indexed (cross-indexed as appropriate) and logically assembled. All pages of each part must be appropriately numbered and identified with the name of the contractor, the date, and the solicitation number.

Contractors should be cognizant that the applicable North American Industry Classification System (NAICS) Number Description Business Size is 561410, “Document Preparation Services” and has a small business size standard of $15.0 million

2. QUOTATION DUE DATE

The quotes are due on May 25, 2016 at 12:00 pm Eastern Daylight Time (EDT).

3. QUESTIONS CONCERNING THE SOLICITATION

Questions/inquiries for information about any aspect of the solicitation shall be submitted to the Contract Specialist Gregg Wizar wizar.gregory@pbgc.gov. The subject line of the email must contain the following, “PBGC01-RQ-16-0077, Solicitation Questions”. Responses to all inquiries/questions will be published by amendment to the solicitation at www.fbo.gov, giving due regard to the proper protection of proprietary information. Offerors shall be responsible for accessing www.fbo.gov for the agency’s responses. No information concerning this solicitation shall be provided in response to telephone calls. Prospective Offerors are warned against contacting any PBGC personnel outside the Procurement Department prior to award of a Contract resulting from this solicitation. If such contact occurs and is found to be prejudicial to competing Offerors, the Offeror making such contact may be excluded from award consideration.

Prospective Offerors are asked to submit their questions grouped by solicitation section and making reference to the particular paragraph in that section. Questions shall be submitted in writing, no later than May 18, 2016 at 12:00 pm Eastern Daylight Time (EDT), to allow the PBGC an opportunity to respond. Any questions received after this deadline shall be considered late and may not be answered.

4. QUOTATION SUBMISSION INSTRUCTIONS

Quotes shall be submitted in electronic format only.

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5. LATE QUOTATIONS

Quotes must be received before the time and date specified for receipt. If the electronic version of the quotation is received at the virtual destination after the time and date specified for receipt, the quote will be considered late and the Government may reject such quotes from further consideration.

6. COMPLIANCE

All quotes shall be evaluated preliminarily to ensure compliance with the requirements set forth in this solicitation which include the following:

1. Timely receipt of the offer.

2. Determination of contractor and/or subcontractor responsibility in accordance with

FAR 9.104.

3. Information presented in the manner required by Quotation Submission Instructions above.

4. Inclusion in the offer of all information required by the solicitation.

7. QUOTATION VOLUMES

Offeror’s quotation shall be divided into two (2) separate Volumes – Volume 1 and Volume 2 as described in further detail below.

Volume 1 – Technical Quotation – shall contain only Offeror’s responses to:

Factor 1 – Technical Approach/Template Factor 2 – Key Personnel Factor 3 – Past Performance

Volume 2 –Price Quotation

Factor 4 - Price

8.1 QUOTATIONS

8.1.1 GENERAL INSTRUCTION

The quotation shall use the specific format below. These directions assist in providing a fair and equitable evaluation of all quotations. The Government may determine those quotes not following the directions are unacceptable and may reject such offers from further consideration.

1. 8.5 by 11 inch paper

2. 12 pitch print or larger, Times New Roman style font

3. 1.25 inch left hand margin, .75 inch right hand margin and 1 inch margins at both the top and bottom for each page

4. all pages single spaced

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5. every page sequentially numbered; and

6. page numbers shall be centered in the bottom margin

7. Response must be submitted in either Microsoft Office format(s) or PDF file format.

8.2 PAGE LIMITS

Below are the page limits associated with each section of the contractor proposal. PBGC will not evaluate or consider any pages that exceed the page limits listed for each item in the table below.

Cover pages, table of contents, and tabs are not included in the count.

Section Page Limit Volume 1, Factor 1 – Technical Approach/Templates Samples* To include a one (1) page Executive Summary

Volume 1, Factor 2 – Key Personnel 4 (Resumes 2 page / person) Volume 1, Factor 3 – Past Performance 1 page per reference Volume 2, Factor 4 - Price 5 *Note: Templates are not included in the page count limit and shall be included as a separate attachments.

All information necessary for the review and evaluation of an Offeror’s proposal must be contained in the proposal Volumes set forth above. Evaluation of the request for proposal sets forth the evaluation criteria and describes how the factors shall be evaluated and their relative order of importance. The Government will not assume Offeror(s) possess any capability, understanding, or commitment not specified in its proposal. It is an Offeror’s responsibility to submit a well-written proposal, with adequately detailed information which clearly demonstrates an understanding of and the ability to comply with the Performance Work Statement (PWS) requirements to allow for a meaningful review.

Offeror shall submit the following Volumes 1 and 2 which clearly and precisely demonstrate and addresses the following information:

8.3 VOLUME 1 – TECHNICAL PROPOSAL INSTRUCTIONS

1. Offeror's Technical Proposal consists of eight (8) templates - provided for evaluation purposes only (see Factor 1 below).

2. In order for your technical proposal to be evaluated strictly on the merit of the material submitted, no pricing information is to be included in your technical proposal.

3. All the items and factors described below shall be addressed in the Technical Volume.

4. No materials shall be incorporated by references that are not included in the technical proposal.

5. Each proposal section shall stand alone.

8.3.1 FACTOR 1 - TECHNICAL APPROACH / TEMPLATE SAMPLES

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The contractor shall describe its proposed approach to accomplishing all requirements for the work in the PWS. A technical analysis of the work described in the PWS shall be provided in sufficient and precise detail to establish with a high level of confidence that the contractor understands the technical detail, scope and complexity of the work to be performed and that the contractor has the technical knowledge and skill capability to accomplish the work within the timeframes established. In addition, the contractor shall provide the following eight (8) templates as a part of the Technical Approach Volume. Templates shall meet the FAR and Agency Requirements. Inclusion of Best Practices and Lessons Learned are encouraged and shall be evaluated to determine the Best Value to the Government.

a) Performance Work Statement (PWS) Template.

b) Statement of Objectives (SOO) Template.

c) Independent Government Cost Estimate (IGCE) Template.

d) Contract Expenditure/Obligation Log/Declining Balance.

e) Task Order Request Template.

f) Source Selection Recommendation Document Template (Trade Off).

g) Technical Evaluation Panel Training Template.

h) Acquisition Plan Template.

Finally the contractor shall acknowledge the anticipated “flow” of documents for submission, review and resubmission, and provide a description of exactly how that is anticipated by the contractor to work well and seamlessly through template review and acceptance.

8.3.2 FACTOR 2 – KEY PERSONNEL

Resumes for key personnel shall be prepared to facilitate evaluation of the individual's work experience, education, and professional development directly related to the PWS requirements.

PBGC reserves the right to use any information received as part of its evaluation of the key personnel, from any other sources available to PBGC.

The contractor shall address the following:

a) The technical capabilities of all key personnel to include proven experience with FAR based frameworks and developing, training and executing the work required in the PWS.

b) Demonstrate that the key personnel have the qualifications to perform the work required in the PWS.

c) Resumes must be submitted in the format specified below and include dates for all experience stated. No resume for key personnel shall exceed two pages in length.

Resume Requirements and Format - The resumes for all Key Personnel should follow the format described below.

Offeror shall provide the following information on Key Personnel:

a) Offeror shall submit only one resume for each Key Labor Category submitted.

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b) The employment work history shall demonstrate that the proposed individual meets the minimum position qualifications.

c) The resume employment work history shall be in chronological order and include the names of employers, position titles, start and end dates of employment in format (MM/YYYY) and responsibilities and duties performed during the employment period.

d) Any additional relevant information in the resume may be included at Offeror’s discretion.

8.3.3 FACTOR 3 – PAST PERFORMANCE

Offeror shall provide up to three (3) references which clearly describe Offeror’s experience commensurate with the requirements of this PWS. The three references shall include name of contact person, name of agency or firm for which work was performed in the past three years, and including a current phone number and email address. The Offeror’s experience shall include detailed information sufficiently describing Offeror's experience in the type of work required under this solicitation and documenting its ability to perform the work on a routine basis.

Reference information shall include the following:

a) Contractors shall describe their experience, and provide examples, in performing work on contracts, task orders, calls, or subcontracts, similar in labor mix, level of complexity, and scope as described in the PWS, completed or in process during the past three (3) years with a total contract value (including options) greater than or equal to $250,000.

b) Contractors may submit information related to parent and/or predecessor companies.

c) Contracts listed may only include those entered into by Federal Government customers, or required extensive knowledge of the FAR.

d) Contractors that are newly formed entities without prior contracts should list contracts, task orders, calls, and subcontracts, which were entered into and/or performed by the key personnel, up to a total of three (3) contracts or subcontracts.

Past Performance information will be used as a consideration to assure best value to the Government. The Government will focus on information that demonstrates quality of performance relative to the size complexity and scope (type and nature) of the procurement under consideration.

8.3.4 VOLUME 2 - PRICE PROPOSAL FACTOR 4 – PRICE

NOTE: Volume II must be submitted in either PDF and/or MS Excel file format

In preparing the Firm Fixed Price (FFP) proposal, the following guidelines are to be utilized:

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a) Contractors are required to fill out the FFP price proposal matrix found is the Pricing/ Supplies/Services section of this solicitation.

b) Any pricing assumptions need to be stated in the Price Volume.

c) Any exception to the solicitation terms and conditions need to be stated in the Price

Volume.

d) The contractor acknowledges that the FFP includes any and all direct and indirect costs, including profit.

e) The contractor must certify to being a small business in accordance with the 561410

NAICS size standard of $15 Million.

f) This solicitation requires the Contractor to perform a complete review of their clients regarding the PBGC PWS and whether or not there are any potential organizational conflicts of interest. In which case, a mitigation plan shall be submitted and will be reviewed/evaluated for acceptability.

g) The Contractor is solely responsible for all bid and proposal costs.

EVALUATION

1. Basis of Award – Best Value – Trade-Off Procurement

The award shall be made to the best overall quotation that is determined to be the most beneficial and offers the best value to the Government, with appropriate consideration given to the following four (4) evaluation factors:

Volume 1 – Technical Quotation – shall contain only Offeror’s responses to:

Factor 1 - Technical Approach/Templates Factor 2- Key Personnel Factor 3- Past Performance

Volume 2 –Price Quotation

Factor 4 – Price

The non-priced evaluation factors are in descending order of importance. The non-priced evaluation factors, when combined, are significantly more important than price. The Government is more concerned with obtaining a superior technical approach than with making an award at the lowest overall price to the Government.

A tradeoff process among price and non-price factors shall be followed in order to ensure that the selected offers will provide the best value to the Government. Offerors are cautioned that the award may not necessarily be made to the lowest priced Offeror or to the highest technically-rated Offeror. The Government reserves the right to conduct discussions during the evaluation process, if later determined by the Contracting Officer to be necessary.

PAGE 19 OF 44 PBGC01-RQ-16-0077

2 Evaluation Factors

The Government will evaluate quotations in accordance with the following evaluation factors:

2.1 Technical Evaluation

The below Technical Evaluation Criteria are listed in descending order of importance.

Factor 1 - Technical Approach/Templates

Factor 2- Key Personnel

Factor 3- Past Performance

2.1.1 Factor 1 - Technical Approach:

The Offeror’s technical approach will be evaluated based on its demonstrated technical approach to accomplishing the requirements described in all sections of the PWS. The Offeror is expected to develop and edit highly professional, usable, editable and complete FAR and PBGCFARS templates in order for the PBGC contracting staff to streamline procurement processes and ensure complete FAR and PBGCFARS compliance for every type of contract and procurement process used by PBGC. Offerors will be evaluated on their technical analysis of work areas in the PWS and on their demonstrated capability to perform the work, with respect to the short turnaround times and quick review cycle. Inclusion of Best Practices and Lessons Learned are encouraged and shall be evaluated to determine the Best Value to the Government. Offerors will be evaluated based on the submission of the eight (8) templates listed below.

1. Performance Work Statement (PWS) Template.

2. Statement of Objectives (SOO) Template.

3. Independent Government Cost Estimate (IGCE) Template (FFP/Services).

4. Contract Expenditure/Obligation Log/Declining Balance.

5. Task Order Request Template.

6. Source Selection Recommendation Document Template (Trade Off).

7. Technical Evaluation Panel Training Template.

8. Acquisition Plan Template.

2.1.2 Factor 2- Key Personnel:

The extent, depth and quality of the Key Personnel's relevant work experience, as well as the quality and applicability of their education, and technical experience, as demonstrated by their resume, shall be evaluated to determine the extent to which each individual proposed satisfies or exceeds the position qualification requirements listed in the PWS. The Government may contact

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any references provided, along with any other references it deems appropriate, and utilize the information obtained from references in the overall evaluation of Key Personnel experience.

A highly rated quote will meet all requirements and will indicate that the Key Personnel have direct recent experience with the FAR through actual experience using templates for various types of federal contracts. Educational and work experience shall indicate clearly that the Offeror has adequate levels of expertise to meet the timeframes stated herein.

2.1.3 Factor 3 - Past Performance:

PBGC is seeking to determine whether each Offeror consistently delivers quality products and/or services in a timely manner with a reasonable degree of customer satisfaction.

Therefore, this factor shall be evaluated on the basis of relevant past performance information contained in the quotation in accordance with paragraph 8.3.2 and from any other reliable source available to the PBGC such as an official past performance database and/or other government and local agencies (e.g. CPARS, FAPIIS, etc.).

The information contained in the quotation shall be used to determine and evaluate the recency and relevancy of the cited past performance reference contracts. Recent past performance is defined as work within the past three (3) years. Relevance is defined as work similar in scope and complexity to the requirements in the PWS. Relevancy also takes into account the period of performance, the contract type and the dollar value of the reference contract.

The Offeror’s past performance will be evaluated using the following factors:

• Quality of quality of performance relative to the size (dollar value), complexity (duration and/or risk) and scope (type and nature) of the procurement under consideration.

• Customer Satisfaction

In the event an Offeror submits more than three references, it will be the government’s prerogative as to which three references will be used for evaluation purposes.

Offerors without a record of relevant Past Performance or for whom information on Past Performance is not available, the Offeror shall receive a neutral rating.

2.1.4 Price Evaluation:

The price evaluation will be used in determining which quotation represents the “best value trade off” to the Government. The price quote will not receive an adjectival rating. The Government will evaluate the Offeror's price quote and supporting data to determine price reasonableness and completeness. Failure to provide the required pricing may result in the rejection of the quotes as non-responsive to the RFQ.

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

(a) Definitions. As used in this provision--

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"Administrative proceeding" means a non-judicial process that is adjudicatory in nature in order to make a determination of fault or liability (e.g., Securities and Exchange Commission Administrative Proceedings, Civilian Board of Contract Appeals Proceedings, and Armed Services Board of Contract Appeals Proceedings). This includes administrative proceedings at the Federal and State level but only in connection with performance of a Federal contract or grant. It does not include agency actions such as contract audits, site visits, corrective plans, or inspection of deliverables.

"Federal contracts and grants with total value greater than $10,000,000" means--

(1) The total value of all current, active contracts and grants, including all priced options;

and

(2) The total value of all current, active orders including all priced options under indefinite-delivery, indefinite-quantity, 8(a), or requirements contracts (including task and delivery and multiple-award Schedules).

"Principal" means an officer, director, owner, partner, or a person having primary management or supervisory responsibilities within a business entity (e.g., general manager; plant manager; head of a division or business segment; and similar positions).

(b) The offeror [ ] has [ ] does not have current active Federal contracts and grants with total value greater than $10,000,000.

(c) If the offeror checked "has" in paragraph (b) of this provision, the offeror represents, by submission of this offer, that the information it has entered in the Federal Awardee Performance and Integrity Information System (FAPIIS) is current, accurate, and complete as of the date of submission of this offer with regard to the following information:

(1) Whether the offeror, and/or any of its principals, has or has not, within the last five years, in connection with the award to or performance by the offeror of a Federal contract or grant, been the subject of a proceeding, at the Federal or State level that resulted in any of the following dispositions:

(i) In a criminal proceeding, a conviction.

(ii) In a civil proceeding, a finding of fault and liability that results in the payment of a monetary fine, penalty, reimbursement, restitution, or damages of $5,000 or more.

(iii) In an administrative proceeding, a finding of fault and liability that results in--

(A) The payment of a monetary fine or penalty of $5,000 or more; or

(B) The payment of a reimbursement, restitution, or damages in excess of $100,000.

(iv) In a criminal, civil, or administrative proceeding, a disposition of the matter by consent or compromise with an acknowledgment of fault by the Contractor if the proceeding could have led to any of the outcomes specified in paragraphs (c)(1)(i), (c)(1)(ii), or (c)(1)(iii) of this provision.

(2) If the offeror has been involved in the last five years in any of the occurrences listed in (c)(1) of this provision, whether the offeror has provided the requested information with regard to each occurrence.

(d) The offeror shall post the information in paragraphs (c)(1)(i) through (c)(1)(iv) of this provision in FAPIIS as required through maintaining an active registration in the System for Award Management database at https://www.acquisition.gov (see 52.204-7).

(End of provision)

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

The offeror shall complete only paragraphs (b) of this provision if the Offeror has completed the annual representations and certification electronically via the System for Award Management (SAM) Web site accessed through http://www.acquisition.gov . If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (q) of this provision.

(a) Definitions. As used in this provision-- ``Economically disadvantaged women-owned small business (EDWOSB) concern`` means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

``Forced or indentured child labor`` means all work or service

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

``Highest-level owner`` means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest level owner.

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``Immediate owner`` means an entity, other than the offeror, that has direct control of the offeror.

Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

``Inverted domestic corporation,`` means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

``Manufactured end product`` means any end product in product and service codes (PSCs) 1000-9999, except

(1) PSC 5510, Lumber and Related Basic Wood Materials;

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

(5) PSC 9410, Crude Grades of Plant Materials;

(6) PSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) PSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) PSC 9610, Ores;

(9) PSC 9620, Minerals, Natural and Synthetic; and

(10) PSC 9630, Additive Metal Materials.

``Place of manufacture`` means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

``Restricted business operations`` means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L.

110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business…