DOC-PS-26-0001

Problem Statement: The United States Department of Commerce - has the need of a comprehensive commercial retirement benefits calculator platform for up to 45,000 unique employee profiles that is web-based with capabilities to obtain data from the National Finance Center or any third party to accurately compute various complex estimates needed in assisting employees with their retirement decisions. The purpose of the calculator is to electronically calculate various types of employee retirement benefits, retirement case management, and provide metrics/reports on benefits under the Civil Service Retirement System (CSRS), Civil Service Retirement System Offset (CSRS-Offset), Federal Employees Retirement System (FERS/FERS-RAE/FERS-FRAE), the Federal Thrift Savings Plan (TSP) and the Social Security Administration (SSA) program. The software must provide pre-populated forms, provide financial/retirement planning, provide retirement and benefits educational tools via videos, downloadable documents or other media. The software will include internal tools for TSP calculations, SSA calculations and for HR Specialist to make retirement coverage determinations and Federal Erroneous Retirement Coverage Corrections Act (FERCCA) determinations. HR Specialists must be able to view a Federal employee’s record to assist employees inquiring about their Federal retirement and benefits. The calculator must be customizable to direct employees to a third party contactor. Additionally, the application generates approved versions of forms required for processing retirements and benefits that meet standards and guidance set forth by the Office of Personnel Management (OPM), Department of Labor - Office of Workers’ Compensation Program, Federal Employee Group Life Insurance (FEGLI), Thrift Savings Plan, National Finance Center (NFC) and Internal Revenue Service (IRS).

Affordability: ~$3M Over Five-Years

Please provide answers to the following questions. Contractor responses for all questions below should be submitted in one response package. That package should not exceed ten single-spaced pages (total). Please note, a cover page and table of contents are not required. If submitted, they will count towards your ten-page limit. Contractors shall use Times New Roman, single-spaced paragraph format, 1 inch margins, and no less than size 11 font. All responses shall be sent by email to cbrooks1@doc.gov. Vendors who do not respond directly to the problem statement will not be counted as part of the market research. Vendors must answer the questions below. Capability Statements and/or Past Performance submissions will not be accepted as a valid response and will not be reviewed. Responses after the due date and time will not be accepted.

1. Does your firm have prior experience collaborating with and meeting the policies set by a federal agency’s information systems division? If so, please describe your experience, your role, and challenges the agency(ies) encountered.

2. Describe your firm’s experiences in managing integrations with the Department’s payroll provider, National Finance Center JAVA-based software stack platforms.

3. Has your firm provided an employee retirement case management system to a Federal client as described in the problem statement? If so, please describe your experience, your role, and challenges the agency(ies) encountered

4. Does your firm have prior experience in proactively safeguarding sensitive data and maintaining system architectures to promote data security? If so, please describe your experiences in meeting and maintaining federal data security and privacy requirements (e.g., supporting the development and maintenance of Privacy Impact Assessments, System Security Plans and associated reviews, System of Record Notices, etc.).

5. Does your firm have prior experience in providing tiered help desk support to respond to public inquiries on both technical challenges and program-related questions? If so, please describe strategies your firm employed to succeed (e.g., standard operating procedures, service level agreements, etc.), your experience with customer relationship management (CRM) capabilities for tracking requests, and any challenges you encountered.

DOC-PS-26-0001

6. Does your firm have experience migrating from an incumbent retirement case management system to your system? If so, please describe your experience, your role, and challenges the agency(ies) encountered.

7. Due to security concerns, contractors (including subcontractors) on this IT system must work domestically in the United States and may not telework from a foreign country. Does your firm have help desk support staff residing in the United States?

8. Does your firm have prior experience in analyzing help desk data to promote improvements in system design and/or program strategic goals? If so, please describe strategies your firm employed to succeed and any challenges you encountered.

10. Should the Government procure this requirement as a Statement of Work, Statement of Objectives, or Performance Work Statement? Please provide rationale as to why.

11. What are some evaluation criteria the Government should consider beyond price?

12. What would make your company more or less likely to submit a proposal for these services?

13. Does your company offer these services on a contract such as a GSA MAS, OASIS, HCaTS, NASA SEWP, etc.? If so, please provide the contract number(s).

14 Please provide your company’s Unique Entity ID and Socio-Economic classification size (e.g., 8(a), WOSB, etc.).