PBGC01-RQ-17-0093_PBGC_HR_Services.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 70 PBGC01-RQ-17-0093

The items below are used for PBGC internal funding purposes only. The official Contract Line Item Number (CLIN) Schedule follows in Section B. The contractor shall invoice in accordance with the official CLIN Schedule and with clause PBGC 52.232-7000.

0001 The Contractor shall provide the personnel, facilities, equipment, and other materials and services necessary to perform the effort described in Section C, Statement of Work, and the CLIN schedule in Section B.

DELIVERY DATE: 09/29/2018

SHIP TO:

PENSION BENEFIT GUARANTY CORP -

RECEIVING ROOM

1200 K ST NW (ALLEY ENTRANCE)

WASHINGTON DC 20005-4026

FOB :

Period of Performance: 09/30/2017 to 09/29/2018

0.00 LS

Table of Contents

PAGE 4 OF 70 PBGC01-RQ-17-0093

SECTION B SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 PRICING SCHEDULE

SECTION C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1 PERFORMANCE WORK STATEMENT (PWS)

SECTION G CONTRACT ADMINISTRATION DATA

G. 1 ORDERING PROCEDURES

SECTION H SPECIAL CONTRACT REQUIREMENTS

H. 1 MINIMUM QUALIFICATIONS

SECTION I CONTRACT CLAUSES

I. 1 52.202-1 DEFINITIONS (NOV 2013)

I. 2 52.203-3 GRATUITIES (APR 1984)

I. 3 52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (OCT 2010)

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

I. 5 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (JAN 2011)

I. 6 PBGC 52.247-7000 PACKAGING AND MARKING (JAN 2012)

I. 7 PBGC 52.246-7000 INSPECTION AND ACCEPTANCE OF DELIVERABLES (JAN 2012)

I. 8 52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (OCT 2016)

I. 9 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

I. 10 PBGC 52.201-7000 CONTRACTING OFFICER'S REPRESENTATIVE (JAN 2012)

I. 11 PBGC 52.232-7000 SUBMISSION OF INVOICES (FIXED-PRICE) (APR 2017)

I. 12 PBGC 52.237-7008 OBSERVANCE OF LEGAL HOLIDAYS (JAN 2012)

I. 13 52.212-4 CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (JAN 2017)

I. 14 52.224-1 PRIVACY ACT NOTIFICATION (APR 1984)

I. 15 52.224-2 PRIVACY ACT (APR 1984)

I. 16 52.229-3 FEDERAL, STATE, AND LOCAL TAXES (FEB 2013)

I. 17 52.239-1 PRIVACY OR SECURITY SAFEGUARDS (AUG 1996)

I. 18 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--

COMMERCIAL ITEMS (JAN 2017)

I. 19 52.216-18 ORDERING (OCT 1995)

I. 20 52.216-19 ORDER LIMITATIONS (OCT 1995)

I. 21 PBGC 52.242-7000 POSTAWARD CONFERENCE (MAR 2016)

I. 22 PBGC 52.239-7000 SECTION 508 ACCESSIBILITY STANDARDS (MAR 2016)

I. 23 PBGC 52.237-7010 CONTRACTOR EMPLOYMENT OF PBGC PERSONNEL (OCT 2008)

I. 24 PBGC 52.209-7001 ORGANIZATIONAL CONFLICTS OF INTEREST (OCT 2004)

I. 25 52.216-22 INDEFINITE QUANTITY (OCT 1995)

I. 26 PBGC 52.204-7000 MANAGEMENT AND RETENTION OF PBGC RECORDS (SEP 2014)

I. 27 PBGC 52.237-7007 DISPLAY OF PBGC IDENTIFICATION BADGES (FEB 2013)

I. 28 PBGC 52.209-7002 HANDLING PBGC DATA (MAY 2017)

I. 29 PBGC 52.237-7006 PROFESSIONAL ATTIRE (OCT 2005)

I. 30 PBGC 52.237-7005 INFORMATION SECURITY TRAINING (MAR 2016)

I. 31 PBGC 52.237-7002 FITNESS DETERMINATION (APR 2016)

I. 32 PBGC 52.237-7001 EDUCATION AND EXPERIENCE QUALIFICATIONS (DEC 2014)

I. 33 PBGC 52.237-7000 KEY PERSONNEL (MAR 2012)

I. 34 PBGC 52.215-7010 SUBMISSION OF PROPOSALS - ELECTRONIC (JAN 2016)

I. 35 PBGC 52.215-7003 EXPENSES RELATED TO PROPOSAL SUBMISSION (OCT 2004)

I. 36 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I. 37 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

Table of Contents

PAGE 5 OF 70 PBGC01-RQ-17-0093

I. 38 52.233-2 SERVICE OF PROTEST (SEP 2006)

I. 39 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

I. 40 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

SECTION J LIST OF ATTACHMENTS

J. 1 Section J - List of Attachments

SECTION K REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K. 1 52.203-2 CERTIFICATE OF INDEPENDENT PRICE DETERMINATION (APR 1985)

K. 2 52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (JUL 2016)

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L. 1 INSTRUCTIONS TO OFFERORS

L. 2 52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (JAN 2017)

SECTION M EVALUATION FACTORS FOR AWARD

M. 1 EVALUATION CRITERIA

PAGE 6 OF 70 PBGC01-RQ-17-0093

SECTION B

SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 PRICING SCHEDULE

SECTION B

SUPPLIES OR SERVICES AND PRICE/COSTS

B.1. DESCRIPTION OF SERVICES

PBGC Human Resources Department (HRD) seeks to acquire Human Resources Services, which comply with Federal laws, PBGC policy and Office of Personnel Management (OPM) regulations for PBGC staff administration, recruitment, position classification and management, human capital, training, and labor and employee relations.

B.2. GENERAL DESCRIPTION

PBGC intends to establish a single award Indefinite Delivery Indefinite Quantity (IDIQ) contract for the acquisition of human resource services. Task Orders will be issued using a Firm Fixed Price (FFP) contract type.

B.3. IDIQ CONTRACT MINIMUM

The minimum quantity of services the Government will acquire under this contract is $150,000 over the entire period of performance (including options exercised).

B.4. CEILING PRICE

The Maximum quantity of services acquired shall not exceed $5,000,000.00 over the entire period of performance. The Maximum quantity of services acquired shall be based upon the aggregate funded value of all awarded task orders, including Government fees, as modified.

B.5. OTHER PRICING TERMS AND CONDITIONS

All services shall be invoiced on a monthly basis.

FFP CLINs will be reimbursed in equal monthly installments.

B.6 PERIOD OF PERFORMANCE

The period of performance shall be for one (1) Base Year of 12 months and four (4) 12-month option years. The Period of Performance reads as follows:

Base Year - September 30, 2017 - September 29, 2018

Option 1 Year - September 30, 2018 - September 29, 2019

Option 2 Year - September 30, 2019 - September 29, 2020

Option 3 Year - September 30, 2020 - September 29, 2021

Option 4 Year - September 30, 2021 - September 29, 2022

PAGE 7 OF 70 PBGC01-RQ-17-0093

B.7 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 Contractor shall propose fully burdened labor rates to include: direct, indirect and profit for performing services outlined in the PWS.

B.8 PRICING SCHEDULE

Base Period: 9/30/2017 – 9/29/2018

CLIN Description Qty Unit of Issue Price

0001 Labor Categories Contractor Mapped Labor Categories

0001AA

HR Benefits and Retirement Specialist I (Entry Level) 1 Hour

0001AB

HR Benefits and Retirement Specialist II (Journeyman Level) 1 Hour

0001AC

HR Benefits and Retirement Specialist III (Sr. Level) 1 Hour

0001AD

HR Assistant II (Journeyman Level) 1 Hour

0001AE Staffing Specialist I (Entry Level) 1 Hour

0001AF

Staffing Specialist II (Journeyman Level) 1 Hour

0001AG Staffing Specialist III (Sr. Level) 1 Hour

0001AH

HR Data Analyst II (Journeyman Level) 1 Hour

0001AI HR Data Analyst III (Sr. Level) 1 Hour

0001AJ

Classification Specialist I (Entry Level) 1 Hour

0001AK

Classification Specialist II (Journeyman Level) 1 Hour

0001AL

Classification Specialist III (Sr.

Level) 1 Hour

0001AM

Performance Management Specialist 1 Hour

0001AN Industrial Security Specialist I 1 Hour 0001AO Labor Relations Specialist 1 Hour 0001AP Employee Relations Specialist 1 Hour

PAGE 8 OF 70 PBGC01-RQ-17-0093

Option Period 1: 9/30/2018 – 9/29/2019

Issue Price

1001 Labor Categories Contractor Mapped Labor Categories

1001AA

HR Benefits and Retirement Specialist I (Entry Level) 1 Hour

1001AB

HR Benefits and Retirement Specialist II (Journeyman Level) 1 Hour

1001AC

HR Benefits and Retirement Specialist III (Sr. Level) 1 Hour

1001AD

HR Assistant II (Journeyman Level) 1 Hour

1001AE Staffing Specialist I (Entry Level) 1 Hour

1001AF

Staffing Specialist II (Journeyman Level) 1 Hour

1001AG Staffing Specialist III (Sr. Level) 1 Hour

1001AH

HR Data Analyst II (Journeyman Level) 1 Hour

1001AI HR Data Analyst III (Sr. Level) 1 Hour

1001AJ

Classification Specialist I (Entry Level) 1 Hour

1001AK

Classification Specialist II (Journeyman Level) 1 Hour

1001AL

Classification Specialist III (Sr.

Level) 1 Hour

1001AM

Performance Management Specialist 1 Hour

1001AN Industrial Security Specialist I 1 Hour 1001AO Labor Relations Specialist 1 Hour 1001AP Employee Relations Specialist 1 Hour

Option Period 2: 9/30/2019 – 9/29/2020

Issue Price

2001 Labor Categories Contractor Mapped Labor Categories

2001AA

HR Benefits and Retirement Specialist I (Entry Level) 1 Hour

PAGE 9 OF 70 PBGC01-RQ-17-0093

2001AB

HR Benefits and Retirement Specialist II (Journeyman Level) 1 Hour

2001AC

HR Benefits and Retirement Specialist III (Sr. Level) 1 Hour

2001AD

HR Assistant II (Journeyman Level) 1 Hour

2001AE Staffing Specialist I (Entry Level) 1 Hour

2001AF

Staffing Specialist II (Journeyman Level) 1 Hour

2001AG Staffing Specialist III (Sr. Level) 1 Hour

2001AH

HR Data Analyst II (Journeyman Level) 1 Hour

2001AI HR Data Analyst III (Sr. Level) 1 Hour

2001AJ

Classification Specialist I (Entry Level) 1 Hour

2001AK

Classification Specialist II (Journeyman Level) 1 Hour

2001AL

Classification Specialist III (Sr.

Level) 1 Hour

2001AM

Performance Management Specialist 1 Hour

2001AN Industrial Security Specialist I 1 Hour 2001AO Labor Relations Specialist 1 Hour 2001AP Employee Relations Specialist 1 Hour

Option Period 3: 9/30/2020 – 9/30/2021

Issue Price

3001 Labor Categories Contractor Mapped Labor Categories

3001AA

HR Benefits and Retirement Specialist I (Entry Level) 1 Hour

3001AB

HR Benefits and Retirement Specialist II (Journeyman Level) 1 Hour

3001AC

HR Benefits and Retirement Specialist III (Sr. Level) 1 Hour

3001AD

HR Assistant II (Journeyman Level) 1 Hour

3001AE Staffing Specialist I (Entry Level) 1 Hour

3001AF

Staffing Specialist II (Journeyman Level) 1 Hour

3001AG Staffing Specialist III (Sr. Level) 1 Hour

PAGE 10 OF 70 PBGC01-RQ-17-0093

3001AH

HR Data Analyst II (Journeyman Level) 1 Hour

3001AI HR Data Analyst III (Sr. Level) 1 Hour

3001AJ

Classification Specialist I (Entry Level) 1 Hour

3001AK

Classification Specialist II (Journeyman Level) 1 Hour

3001AL

Classification Specialist III (Sr.

Level) 1 Hour

3001AM

Performance Management Specialist 1 Hour

3001AN Industrial Security Specialist I 1 Hour 3001AO Labor Relations Specialist 1 Hour 3001AP Employee Relations Specialist 1 Hour

Option Period 4: 9/30/2021 – 9/30/2022

Issue Price

4001 Labor Categories Contractor Mapped Labor Categories

4001AA

HR Benefits and Retirement Specialist I (Entry Level) 1 Hour

4001AB

HR Benefits and Retirement Specialist II (Journeyman Level) 1 Hour

4001AC

HR Benefits and Retirement Specialist III (Sr. Level) 1 Hour

4001AD

HR Assistant II (Journeyman Level) 1 Hour

4001AE Staffing Specialist I (Entry Level) 1 Hour

4001AF

Staffing Specialist II (Journeyman Level) 1 Hour

4001AG Staffing Specialist III (Sr. Level) 1 Hour

4001AH

HR Data Analyst II (Journeyman Level) 1 Hour

4001AI HR Data Analyst III (Sr. Level) 1 Hour

4001AJ

Classification Specialist I (Entry Level) 1 Hour

4001AK

Classification Specialist II (Journeyman Level) 1 Hour

4001AL

Classification Specialist III (Sr.

Level) 1 Hour

4001AM Performance Management 1 Hour

PAGE 11 OF 70 PBGC01-RQ-17-0093

Specialist 4001AN Industrial Security Specialist I 1 Hour 4001AO Labor Relations Specialist 1 Hour 4001AP Employee Relations Specialist 1 Hour

• Travel and per diem costs are not reimbursable under this IDIQ.

• The FFP task orders will use the rates in the IDIQ Pricing Schedule in developing the labor price build up for the task. The contractor is encouraged to propose lower rates at the task order level.

• The proposed prices in the IDIQ Pricing Schedule above will become part of the contract award and will be binding for future task order proposals (i.e. proposed Task Order hourly rates may not exceed those specified in the IDIQ Pricing Schedule) for the base year and four option year periods. Failure to provide pricing for every labor category will result in the Offeror’s proposal being deemed incomplete and the Offeror’s proposal will not be eligible for award.

PAGE 12 OF 70 PBGC01-RQ-17-0093

SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1 PERFORMANCE WORK STATEMENT (PWS)

1. TITLE: Human Resource Support Services

2. BACKGROUND:

The Pension Benefit Guaranty Corporation (PBGC), an independent Federal agency, protects the retirement incomes of 44.1 million American workers in 30,330 private-sector defined benefit pension plans. PBGC was created by the Employee Retirement Income Security Act of 1974 to encourage the continuation and maintenance of private-sector defined benefit pension plans, provide timely and uninterrupted payment of pension benefits, and keep pension insurance premiums at a minimum.

3. INTRODUCTION:

The Pension Benefit guaranty Corporation’s Human Resources Department (HRD) is responsible for managing and administering the staffing, recruitment, position classification, position management, human capital, training, labor and employee relations programs of the Corporation in accordance with internal policy and the Office of Personnel Management (OPM) regulations.

4. DESCRIPTION OF SERVICES:

The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform human resources support as defined in this Performance Work Statement except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

The Government shall neither supervise contractor employees nor control the method by which the contractor performs the required tasks. Under no circumstances shall the Government assign tasks or prepare work schedules for individual contractor employees. It shall be the responsibility of the contractor to manage its employees and to guard against any actions that are of the nature of personal services, or give the perception of personal services. If the contractor believes that any actions constitute or are perceived to constitute personal services, it shall be the contractor’s responsibility to immediately notify the Contracting Officer in writing.

The Contractor is responsible for preparing work schedules for individual contractor employees.

The Contractor’s Program Manager shall provide the COR with the approved work schedule in advance. The Contractor’s work being performed on-site must be scheduled in keeping with

PBGC’s core hours (6:00 am - 8:00 pm, Monday - Friday). Individual contractor employees may be authorized to work off-site up to 50 percent of the scheduled time, provided they keep in compliance with PBGC’s secure access policies.

5. OBJECTIVES:

The ability to attract, develop, retain, and reward a high performing, diverse workforce is crucial to successfully meeting PBGC’s critical mission. To accomplish our goal of focusing on being a citizen-centered, results-oriented, and strategically aligned organization requires PBGC to invest in our employees. This will be accomplished by strategically aligning employee accountability with corporate goals, providing our workforce with greater flexibility, and applying Merit System

Principles through the application of the Office of Personnel Management’s Human Capital

PAGE 13 OF 70 PBGC01-RQ-17-0093

Assessment and Accountability Framework (HCAAF). HR must continue to meet its core mission functions therefore, this contract vehicle provide HR the ability to mitigate personnel risk.

6. SCOPE:

The Contractor shall provide the following services as defined in Section 7. The task areas include:

HR Benefits and Retirement Support

HR Administrative Support and Assistance

Recruitment and Replacement Support, Advice and Assistance

HR Analytic Support, Advice and Assistance

Classification Support, Advice and Assistance

Performance Management Support, Advice and Assistance.

Industrial Security Support, Advice and Assistance

Labor Relations Support, Advice and Assistance

Employee Relations Support, Advice and Assistance

7. SPECIFIC TASKS:

7.1. HR Benefits and Retirement Support

The contractor shall provide the following services in the Employee Services and HR Systems

Division (ESSD). Services include providing guidance and consultation to agencies, employees, former employees, annuitants, survivors and eligible family members regarding retirement, insurance, health benefits and injury compensation.

The Contractor shall accomplish the following tasks:

1. Advise supervisors and employees on regulatory requirements of the program.

2. Review and interpret policies, directives, and other issuances by the Office of Personnel

Management (OPM), Department of Labor (DOL), and outside control agencies for applicability to activities serviced.

3. Interpret, apply, and explain to employee's retirement and insurance laws, regulations, and policies.

4. Review, interpret, and distribute informative material on new, changed, and pending policy changes that impact existing benefit program entitlements.

5. Knowledge of, and skill in applying, basic laws, regulations, policies, and precedents of

Federal employee retirement, group life insurance, health benefits and Thrift Savings Plan programs sufficient to perform key task.

6. Be a highly productive human resource professional as well as excellent collaboration and communication skills to work constructively within a team environment.

7. Provides expert advice and assistance to other HR specialists involved in employee benefits to include retirement, processing personnel actions, leave administration, new employee orientation.

PAGE 14 OF 70 PBGC01-RQ-17-0093

7.2. HR Administrative Support and Assistance

The contractor shall provide support in one or more of the various human resources management functional areas: staffing and classification, labor and employee relations, employee and retirement benefits, HR information systems, learning and development programs and strategy and data management including human capital programs. The Contractor will assist Federal HR employee’s with projects of limited difficulty while adhering to laws, policies, and regulations in the human resources specializations. Services include assisting with processing personnel actions, employee and labor relations and special projects to support the HR Director’s office. Knowledge of and skills in applying, a standardized body of HR rules, procedures, and operations in an HR automated system sufficient to process a full range of recurring actions.

1. Assist Federal HR Specialists to process a variety of personnel actions and provide advice on the use of the automated HR action processing systems;

2. Utilizes automated systems and software programs to extract, revise, format, and/or sort

HR information and maintain information and position descriptions in the PD library;

3. Conducts limited research of case facts, laws, regulations, precedent decisions associated with employee relations matters and outreach efforts for workforce recruitment programs and reasonable accommodations requests;

4. May attend various management meetings to observe and prepare meeting minutes;

5. Prepares documents, charts, spreadsheets, and other written material using various software applications and programs in support of assigned work;

6. Assists Federal HR specialists in the processing of routine personnel actions, support for

New Employee Orientation (NEO), preparing orientation packages and requests Official

Personnel Folder (OPF);

7. Assist Federal HR specialists to close out files including reviewing and checking for missing data and reviewing finished forms for completeness and adequacy of information;

8. Assists Federal HR specialists on reviews of HRD operations, participate in studies and analyses for the standard assessment and resolution of common operating and/or policy issues;

9. Assists Federal HR specialists in the review of training requests for training both internal and external to PBGC ensuring documents are received in proper format for courses, and logs and processed through the computer and proper administrative channels for appropriate registration and maintains training records and files and assists in preparing various training reports.

7.3. Recruitment and Replacement Support, Advice and Assistance

The Contractor shall provide the following services in the Staffing and Classification Division

(SCD). Services include: consulting and technical advice on recruitment and staffing issues.

Additionally the services include: assisting managers in developing strategies to handle human resources-related problems, such as recruiting qualified applicants for departmental vacancies.

The Contractor is expected to possess in depth knowledge of the processes, procedures, and merit processes, procedures, and merit principles applicable to competitive and excepted service recruitment and placement activities, including comprehensive knowledge of special recruiting

PAGE 15 OF 70 PBGC01-RQ-17-0093

authorities in order to provide expert advice and guidance in the broad areas of recruitment and staffing. The Contractor shall be proficient in analytics in order to effectively conduct fact finding and sort out the facts of a given automation problem or issue, or staffing problem.

1. Advise management on the best recruitment methods and strategies.

2. Utilize automated system to build and post vacancy announcements, review applications, rating schedules and load vacancy announcements. Additionally, generate and issue selection certificates to senior federal staffing specialists.

3. Apply existing and new regulations, policies, procedures and authorities to recruitment and placement activities.

7.4. HR Analytic Support, Advice and Assistance

The contractor shall provide the following services in the Customer Relations and Business

Analytics Division (CRBAD). Services include providing data analytic support to HRD and

PBGC customers on a variety of data pertaining to the human resource area. The Contractor shall determine the most appropriate principles, practices, and methods to apply in all phases of assignments, apply new methods to resolve complex and/or intricate, controversial, or unprecedented issues and problems, and resolves most of the conflicts that arise and possess the knowledge of a wide range of HRD strategy management concepts, methods, and procedures.

Possess analytical skills to apply a wide range of qualitative and/or quantitative methods for the assessment and improvement of staffing and recruitment programs’ effectiveness.

1. Research, analyze and investigates new or improved business and management practices for application to agency program or operations.

2. Develop and prepares official reports, assessments and/or responses for review by higher graded staff and/or supervisor.

3. Analyze management information requirements to develop program or administrative reporting methods to include data gathering, analytical techniques and evaluation approaches.

4. Identify and develops data required for use in the management and direction of a variety of agency-wide HRD programs.

5. Develop metrics and forecasts statistical personnel data throughout HRD agency-wide programs.

6. Utilize various Microsoft applications, specifically, Excel and Access or other computer programs in the accomplishment of given projects, programs, and/or initiatives.

7.5. Classification Support, Advice and Assistance

The Contractor shall provide the following services in the Staffing and Classification Division

(SCD). The services include a range of advisory services including classification in supporting the staffing program when applicable. Classifications include the General Schedule (GS), Senior

Level (SL) and grades in all grade levels. The Contractor shall possess expertise of and skill in applying a broad range of advanced position classification principles sufficient such as position reviews, and organizational restructuring. Knowledge of and skill in applying analytical and evaluative techniques in gathering job information.

PAGE 16 OF 70 PBGC01-RQ-17-0093

1. Perform comprehensive organizational studies and assist in the preparation of the mission and functions statements and organizational charts.

2. Assist federal classification specialists in classifying positions using the FES format and in accordance with OPM classification standards and regulations.

3. Perform extensive analysis of proposed reorganizations/realignments and develop recommendations for management.

4. Perform comprehensive analysis and evaluation of positions descriptions involving high contentious mix series, and multi-grade levels through GS-15 (including Senior Level or

SES) and issues of unusual complexity.

5. Provide insight or opinions to HR Specialist (classification) on the approach to handling the most complex classification issues.

6. Provide sound advice and interpretation of OPM regulations, classification procedures and guidelines for the establishment of position descriptions and appropriate organizational structures.

7. Conduct research and apply appropriate laws/legislation to complex classifications and position management issues.

8. May assist in implementing the automated classification system and PD library associated with position descriptions.

7.6. Performance Management Support, Advice and Assistance

The Contractor shall provide the following services in the Employee and Labor Relations

Management Division (ELRMD). The Services include: advisory services in recognition, coaching, counseling, recognizing top performers, and addressing appropriate actions on performance management issues. The Contractor shall provide advice to PBGC employees on evaluation, feedback and recognition techniques. The Contractor shall demonstrate knowledge of the human resource management program initiatives, related laws, regulations, methodologies and/or policies to provide sound management guidance and/or technical advice on all issues related to the HR program.

1. Analyze employee recognition issues and problems and provide recommendations for operating procedures, and alternative solutions.

2. Develop methods of measurement that provides a valid assessment of the success of the performance management and recognition program in accomplishing established goals and objectives.

3. Assist in the development of plans to implement new or revised policies and directives are needed because of new initiatives by OPM.

4. Advise HR management on the development of proposals for new regulations to improve the human resources process.

5. Skill in oral communications to present sensitive recommendations to management officials, to obtain compliance with policies from local activities, to articulate positions/policy on special projects and studies, involving operating issues and programs or the introduction of new policies.

7.7. Industrial Security Support, Advice and Assistance

Services include: personnel, physical security and physical access control support, advice and assistance. The Contractor shall ensures adherence to Entrance on Duty and Separation

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procedures, Personal Identification Verification (PIV). The contractor shall work closely with the Lead Support Services Specialist, coordinate the personnel and physical security activities for the agency.

1. Provide guidance, support, coordination and assistance in the maintenance of processes, standard operating procedures, and controls the implementation of the Government-wide PIV card program as it relates to Homeland Security Presidential Directive (HSPD) -12;

2. Maintain a high level of security and protection of information and creation of Credential

ID’s for PBGC federal staff and contractors.

3. Monitor databases and security checks of the government personnel requiring physical access to PBGC controlled space.

4. Maintain proper file management / storage of official security records in order to control protected information for later research such as (review, validation, compliance, renewal).

5. Maintain Credential Card Privacy Act information for PBGC and provides necessary reports as needed.

7.8. Labor Relations Support, Advice and Assistance

The contractor shall provide the following services in the Employee and Labor Relations

Management Division (ELRMD). The services include: providing advice and assistance to

PBGC managers regarding the full scope of labor management relations activities.

1. Provide advice, guidance, and assistance to PBGC management on labor law, policy and procedures while preparing necessary documents for, managers and supervisors for labor relations matters.

2. Participates with Pension Benefits Guaranty on negotiating contracts with recognized unions.

3. Provide labor research and case interpretation to support managements positions

4. Interpret labor relations related agreements, including contracts and collective bargaining agreements, relating to working conditions, and personnel management activities.

5. Support formulating/drafting labor relations proposals and conducting associated research.

6. Support responding to demands from the union and communicating management's position/message to the union.

7.9. Employee Relations Support, Advice and Assistance

The contractor shall provide the following services in the Employee and Labor Relations

Management Division (ELRMD). The services include: providing advisory and case management services for federal managers to include adverse, disciplinary, performance based actions, grievances and appeals, and other employee related program actions.

1. Assist federal managers to prepare appropriate memos and responses for adverse, disciplinary and performance based actions including suspensions, reprimands, removals, special leave procedures, alternative disciplinary actions.

2. Coordinate administrative investigations.

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3. Advise federal managers on their limitations and their authority under 5 CFR 339.302 and matters involving the American Disability Act, Workers Compensation, Family Medical

Leave Act, and other programs.

4. Advise managers on regulatory requirements when effectuating conduct and performance based actions resolving grievances or appeals.

5. Ensure legal compliance of adverse, disciplinary, and performance-based actions; appeals and administrative grievances; within-grade increase denials; and prepares associated correspondence.

6. Conduct oral reply meetings with deciding officials for performance, disciplinary or adverse actions as required and serves as a liaison between management and union officials.

7. Prepare necessary documents for, managers and supervisors for Employee Relations matters.

8. Advise in the development and publication of employee relations policies and procedures on a wide range of topics.

9. Advise managers and supervisors on performance management.

10. Advise managers on regulatory requirements when advising managers on and drafting performance improvement plans (PIPs).

8. PROJECT KICK-OFF MEETING: The Contractor and the PBGC HR Program Team will meet prior to support kick-off to discuss the details of the anticipated work projects within ten (10) business days after contract award. The Contractor shall provide a kickoff presentation describing the team, transition-in and known tasks and milestones as established in the Task Order for discussion.

9. REPORTING REQUIREMENTS:

9.1. Bi-Weekly Status Reports: The Contractor shall have the Progran Manager or Alternate

Program Manager provide a bi-weekly status report on the 2nd and 4th Friday of the month ( or next business day in the event of holiday) to the COR, via email, for the first six weeks on contract:

9.1.1. Work accomplished.

9.1.2. Work projected.

9.1.3. Challenges.

9.1.4. Other Information or assistance needed from PBGC.

9.2. Quarterly Progress Report: The Contractor shall have the Program Manager or alternate Program Manager provide a Quarterly Progress Report on the 5th business day of the month to the COR via email. The Quarterly Progress Report shall include:

9.2.1. Milestones reached and Work Accomplished in the previous Quarter.

9.2.2. Work projected for the current Quarter.

9.2.3. Any challenges encountered.

9.2.4. Anything needed of PBGC.

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10. Deliverables and Delivery Schedule (by Task Area):

TABLE 1 – Deliverables and Delivery Schedule

Task Area Title Delivery Date/Description

11 Transition-In (Full Team in

Place and Operational)

Within 30 days after contract award and in accordance with the Contractor’s approved transition plan.

7.1- 7.9 Project Kickoff Meeting

Presentation

Within 10 business days after contract award

7.1-7.9 Weekly status reports and quarterly progress reports

Starting 15 business days after

Project Kick-off meeting and due the 2nd and 4th Friday of the month (Bi-weekly) delivery via email to the COR during the first 6 weeks of contract award. Then, quarterly progress reports due the 5th

Business day of the month thereafter. All delivered to

COR via email.

7.1 -7.9 All other written products and

HR transactions, such as benefit calculations etc.

Due date to be coordinated with the COR and supported

Program Manager in compliance with PBGC/HR

SOP, OPM Guidelines and/or requirements.

11 Transition-Out Documentation All files delivered to the COR

30 days prior to date of

Contract Expiration.

11. INHERENTLY GOVERNMENTAL TASKS:

The Contractor shall not perform inherently governmental tasks. The following list of inherently governmental tasks is provided per FAR 7.503 and is not to be construed to be an exhaustive. If in doubt the Contractor shall notify the COR before performing any task that may be considered inherently governmental:

The direction and control of Federal employees.

The selection or non-selection of individuals for Federal Government employment, including the interviewing of individuals for employment.

The approval of position descriptions and performance standards for Federal employees.

Occupying the position of Human Resource Advisor (OMB Circular A-76 Att. B, A.8).

The determination of Federal program priorities for budget requests, budget policy, guidance and strategy.

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The drafting of strategic plans, performance plans and program performance reports (per

5.USC) (contractor can assist).

The drafting of Congressional testimony, responses to Congressional correspondence, or agency responses to audit reports from the IG, the GAO or other Federal HR audit entity

(Contractor can assist).

The direct conduct of criminal investigations.

The control of prosecutions and performance of adjudicatory functions other than those relating to arbitration or alternative dispute resolution.

The conduct of administrative hearings related to security clearances or involving actions that affect matters of personal reputation or eligibility to participate in Government programs.

The approval of Federal licensing actions and inspections.

The approval of agency responses to FOIA requests.

12. QUALITY ASSURANCE:

The government shall evaluate the contractor’s performance under this contract in accordance with the quality standards defined in the Performance Requirement Summary. This offeror shall develop a quality assurance plan to ensure performance in accordance with the performance standards for all task orders awarded under this contract.

13. KEY PERSONNEL

The following personnel are considered key personnel by the government: Program Manager and

Alternate Program Manager. The contractor shall provide a program manager who shall be responsible for the performance of the work. The Program Manager or Alternate Program

Manager shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract and all task orders as a result. The Program Manager or Alternate

Program Manager shall be available between 6:00 a.m. to 8:00p.m., Monday thru Friday except

Federal holidays or when the government facility is closed for administrative reasons.

14. TRANSITION PLAN

To minimize any decreases in productivity and to prevent possible negative impacts on additional services, the Contractor shall have personnel on board, during the 30 day phase in/ phase out periods. During the phase in period on any Task Order, the Contractor shall become familiar with performance requirements in order to commence full performance of services within 30 calendar days. The Contractor shall conduct transition in accordance with its approved transition plan submitted with its proposal that details the procedures that will be taken to ensure the orderly phase-in/phase-out to and from successor contractors and/or PBGC Federal staff.

Transition In: A smooth and orderly transition between the incumbent contractor and PBGC

Federal staff is necessary to assure minimum disruption to vital Contractor services and

Government activities. The contractor shall coordinate with PBGC Federal and incumbent contractor staff to ensure the effective transition of historical knowledge, documentation, etc. to ensure continuity of services and effective records management. The government will allow up to

30 calendar days to turnover and start up, from the time of award to assuming full performance of tasks.

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Transition Out: Prior to contract expiration, the Contractor shall exercise its best efforts and cooperation to effect an orderly and efficient transition to a successor contractor and/or PBGC

Federal staff. If a new Contract is awarded, the Contractor shall disclose necessary records sufficient to allow a successor contractor to conduct interviews for possible transition. These records shall be provided to the COR at least 30 calendar days prior to date of Contract expiration.

15. HOURS OF OPERATION:

PBGC core hours are between the hours of 6:00 am to 8:00 pm, Monday thru Friday except

Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. The Contractor’s work schedule shall be coordinated with the COR and the Contractor’s Program Manager in keeping with PBGC’s core hours (6:00 am - 8:00 pm). The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the

Contractor shall keep in mind that the stability and continuity of the workforce are essential.

16. PLACE OF PERFORMANCE:

The work to be performed under this contract will be performed at the PBGC Headquarters in the

Washington, DC area located at 1200 K St. NW, Washington, D.C. 20005. Off-site work will be permitted when requested in writing in advance and approved by the COR.1.6.6

17. SECURITY:

The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

The Contractor shall prohibit the use of Government issued key cards by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by

Contractor employees to permit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the

Contracting Officer, per PBGC clause 52.237-7002.

18. POST AWARD CONFERENCE/PERIODIC PROGRESS MEETINGS

The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5.

The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

19. GOVERNMENT FURNISHED ITEMS AND SERVICES

19.1. Facilities

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The Government will provide the necessary workspace for the contractor staff to provide the support outlined in the PWS to include desk space, telephones, computers, and other items necessary to maintain an office environment.

19.2. Equipment

The Government will provide the necessary equipment and supplies to for performing work duties to include access to PBGC internal systems, computers, office supplies, scanners, fax machines, printers, etc.

20. APPLICABLE PUBLICATIONS (CURRENT EDITIONS)

The following publications shall be used by the contractor for policies, procedures and guidance in the performance of this requirement:

20.1. 5CFR (Code of Federal Regulations)

20.2. Delegated Examining Unit (DEU) Handbook

20.3. Veterans Guide

20.4. Guide to Process Personnel Actions, Qualification Standards and Office of

Personnel Management (OPM) guide

20.5. Federal Service Labor-Management Relations Statute (The Back Pay Act).

22. PERFORMANCE STANDARDS:

22.1. Performance standards are contained in the Performance Requirement Summary

Table (PRS) in the Quality Assurance Surveillance Plan (QASP) attached to this document, Attachment 1. This QASP and the appropriate section(s) of the PRS will flow down to the Task Orders awarded under this IDIQ. Absence of any contract requirement from the PRS does not detract from its enforceability nor limit the rights or remedies of the government under any other provision of the contract, including the clauses entitled “Inspection of Services” and “Default.”

22.2. The Contractor shall adhere to the following performance standards on all deliverables:

Accuracy - Deliverables shall be accurate in presentation, technical content, and adherence to generally accepted elements of style.

Clarity - Deliverables shall be clear and concise. All Charts and Tables shall be clearly labeled, easy to understand and relevant to the supporting narrative.

Consistency to Requirements - All work products and deliverables must satisfy the requirements of the PWS.

Fitness for Intended Purpose - Deliverables shall be fit for PBGC’s intended purpose under the PWS.

Editable - All text, chart, and table files shall be editable by PBGC.

Format - Deliverables shall be submitted in the media format defined in the PWS.

Timeliness - Deliverables shall be submitted on or before the due date specified per

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the PWS.

23. QUALITY ASSURANCE SURVEILLANCE PLAN The Government will evaluate the contractor’s performance on this contract. See the government’s Quality Assurance

Surveillance Plan (QASP) See Attachment 1:

PAGE 24 OF 70 PBGC01-RQ-17-0093

SECTION G

CONTRACT ADMINISTRATION DATA

G. 1 ORDERING PROCEDURES

G.1 General Instructions

(a) Task orders issued under this contract will specify work to be accomplished to satisfy a PBGC requirement, and will incorporate the terms and conditions of this contract.

(b) Task orders may span federal fiscal years. Task orders active at the expiration of this contract will remain active and subject to the terms and conditions of this contract until the task orders are either completed or terminated.

(c) The Contractor shall ensure that a task order will be 100% staffed and that the project personnel are ready to begin work within ten (10) business days of task order award, unless waived by the COR.

(d) PBGC reserves the right to assess the personal qualifications of, and to approve or disapprove, Contractor staff proposed for a task order in accordance with the minimum qualifications listed in Section H and each task order.

(e) The Contractor shall notify the COR immediately upon becoming aware of any issue that may cause a delay in completing the task order on schedule.

G.2 TASK ORDER PROCEDURES

G.2.1 Sample Task Order

The Government intends to make the first task order award based on the response to the sample task order in this solicitation, using the ordering procedures defined below, if applicable.

G.2.2 Individual Task Order Procedures

(a) Any PBGC Contracting Officer is authorized to issue task orders hereunder.

(b) Issued Task Orders (TO) will be Performance Based. The TO Performance Work Statement PWS will define the effort to be performed and will be in scope of this Contract. The TO statement will include relevant background information, task objective, description of the work, delivery and performance schedule, and place of performance. Any special requirements and government furnished materials will be identified.

The contractor will be required to submit proposed technical and price proposals by the date required by the government. The due date will ordinarily be 7 days from date of request.

However, the due date may vary depending on the circumstances of each Task Order.

(c) Technical proposals submitted will include the Offeror's proposed personnel with resume(s), any special assumptions. A breakout of hours by labor category must be included.

(d) All personnel (key and non-key) proposed for a task order under this contract shall have current work experience appropriate for the technical environments described in the task order.

PBGC will designate Task Order Key personnel, if applicable. The Offeror’s personnel will be evaluated to determine whether they meet the education and experience as outlined in Section H.

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(e) The contractor shall submit a price proposal by the date specified by the Contracting Officer;

this could be normally seven (7) workdays from the date of request, but the date may vary. The Price proposal for each task order request will include the specific labor categories, and will provide an extended total firm fixed price based upon the number of hours requested and the labor category rate per hour as established in the IDIQ.

(f) The following factors will be evaluated for task order proposals:

1. Technical

2. Price

(g) The task order award will be based upon a proposal that meets all the stated requirements of the Task Order Request at a price that is determined to be fair and reasonable.

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SECTION H

SPECIAL CONTRACT REQUIREMENTS

H. 1 MINIMUM QUALIFICATIONS

H.1 CONTRACT PERSONNEL MINIMUM QUALIFICATIONS:

H.1.1. Key Personnel Minimum Qualifications: The Program Manager and Alternate Program Manager are Key Personnel for the IDIQ Contract. PBGC will determine any additional required key personnel on each task order request. Both the Program Manager and the Alternate Program Manager must meet all of the following Minimum Qualifications:

• At least five years of experience managing similar scope of work.

H.1.2.