Attachment_D_-_REVISED_Pricing_Schedule_Final.pdf
PDF 176 KB Posted
- Attached to
- Trustee/401a/Record Keeping Federal contract opportunity
- Solicitation number
- SECHQ115R0003
- Issued by
- Securities and Exchange Commission
About this file
Pricing
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Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| SF_30.pdf | ||
| Attachment_E_-_SEC's_Clauses.pdf | ||
| Attachment_B-_Amended_Combined_Synopsis_Solicitation.pdf | ||
| Attachment_G_-_Past_Performance.pdf | ||
| Attachment_H-_Mandatory_Training_for_Contactor_Personnel.pdf | ||
| Attachment_C_-_SOW.pdf | ||
| Attachment_F_-_NDA.pdf | ||
| Amendment_00007.pdf | ||
| Attachment_B-_Combined_Synopsis_Solicitation.pdf | ||
| Attachment_C_-_SOW_Amendment__000006.pdf | ||
| Amendment_00006.pdf | ||
| Amendment_00005.pdf | ||
| Attachment_C_-_REVISED_SOW_Amendment__000004.pdf | ||
| Amendment_00004.pdf | ||
| Amendment_00003.pdf | ||
| Amendment_0002.pdf | ||
| Amendment_000001.pdf | ||
| Attachment_A_-_SF1449.pdf | ||
| Attachment_C_-_SOW.pdf | ||
| Attachment_D_-Pricing_Schedule_401a.docx | DOCX document | |
| Attachment_B-_Combined_Synopsis_Solicitation.pdf | ||
| Attachment_E_-_SEC's_Clauses.pdf | ||
| Attachment_F_-_NDA.pdf |
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Text version
ATTACHMENT D
AMENDMENT #000008
REVISED PRICING SCHEDULE
*NOTE: ALL FIRM FIXED PRICED CLINs SHOULD INCLUDE ITEMIZED BREAKDOWN ON A SEPARATE
DOCUMENT (REFERENCE COMBINED SYNOPSIS/SOLICITATION, PAGE 11, PRICE PROPOSAL
SUBMISSION, b). ADDITIONALLY, ALTERNATE PRICING (TO INCLUDE ITEMIZED PRICING) CAN BE
SUBMITTED ON SEPARATE DOCUMENTATION.
Base (Year One)
CLIN DESCRIPTION EST
QTY
UOM UNIT PRICE TOTAL PRICE
0001 Implementation Fees - One-time Surcharge to initiate the plan
1 LS $__________ $__________
0002 Annual Trustee Fee 1 YR $__________ $__________ 0003 Account Value Rate (point fee) 1 YR __________% 0004 Fees for Distributions By Wire 400 EA $__________ $__________ 0005 Fees for Distribution by ACH 400 EA $__________ $__________ 0006 Fees for Distributions by Check 400 EA $__________ $__________ 0007 Monthly Recordkeeper Services – Set up and maintain a secure web environment for individual participant(s) record. (Reference Section 3.2 a, b, c, d, g, i, j, l, q, 3.4 and 3.6 of the
SOW)
3300 EA $__________ $__________
*0008 Call Center - monthly (Reference Section 3.2 n of the SOW)
12 MO $__________ $__________
0009 Participants added to the plan 100 EA $__________ $__________ 0010 Withdrawals 400 EA $__________ $__________ 0011 Rollovers 400 EA FFP Base Year 1 $__________ $__________
0012 ODC NTE $25,000.00
0013 Travel NTE $25,000.00 0014 Education/Marketing Fee NTE $15,000 NOTE: Deliver Reports, Create Forms and Informational & Marketing Materials to be completed on a T&M basis under the following Labor Categories
LABOR CATEGORIES Est Hours
UOM RATE Discounted Rate
Program Manager Trustee/Custodial Services 1920 EA $__________ $__________ Program Manager Recordkeeper Services 1920 EA $__________ $__________ Technical Specialist – Client Relationship Specialist (one position)
1920 EA $__________ $__________
Technical Expert – Communication/Education 480 EA $__________ $__________ T&M Base Year 1 $__________ $__________
REVISED PRICING SCHEDULE (CONTINUED)
Base (Year Two)
QTY
UOM UNIT PRICE TOTAL PRICE
0015 Annual Trustee Fee 1 YR $__________ $__________ 0016 Account Value Rate (point fee) 1 YR __________% 0017 Fees for Distributions By Wire 400 EA $__________ $__________ 0018 Fees for Distribution by ACH 400 EA $__________ $__________ 0019 Fees for Distributions by Check 400 EA $__________ $__________ 0020 Monthly Recordkeeper Services – Set up and maintain a secure web environment for individual participant(s) record. (Reference Section 3.2 a, b, c, d, g, i, j, l, q, 3.4 and 3.6 of the
SOW)
3700 EA $__________ $__________
0021 Call Center - monthly (Reference Section 3.2 n of the SOW)
12 MO $__________ $__________
0022 Participants added to the plan 100 EA $__________ $__________ 0023 Withdrawals 400 EA $__________ $__________ 0024 Rollovers 400 EA $__________ $__________ FFP Base Year 2 $__________ $__________
0025 ODC NTE $25,000.00
0026 Travel NTE $25,000.00 0027 Education/Marketing Fee NTE $15,000 NOTE: Deliver Reports, Create Forms and Informational & Marketing Materials to be completed on a T&M basis under the following Labor Categories
LABOR CATEGORIES Est Hours
UOM Rate Discounted Rate
Program Manager Trustee/Custodial Services 1920 EA $__________ $__________ Program Manager Recordkeeper Services 1920 EA $__________ $__________ Technical Specialist – Client Relationship Specialist (one position) 1920 EA $__________ $__________
Technical Expert – Communication/Education 480 EA $__________ $__________ T&M Base Year 2 $__________ $__________
Option Year 1
QTY
UOM UNIT PRICE TOTAL PRICE
0028 Annual Trustee Fee 1 YR $__________ $__________ 0029 Account Value Rate (point fee) 1 YR __________% 0030 Fees for Distributions By Wire 700 EA $__________ $__________ 0031 Fees for Distribution by ACH 700 EA $__________ $__________ 0032 Fees for Distributions by Check 700 EA $__________ $__________ 0033 Monthly Recordkeeper Services – Set up and maintain a secure web environment for individual participant(s) record. (Reference Section 3.2 a, b, c, d, g, i, j, l, q, 3.4 and 3.6 of the
SOW)
4100 EA $__________ $__________
0034 Call Center - monthly (Reference Section 3.2 n of the SOW)
12 MO $__________ $__________
0035 Participants added to the plan 100 EA $__________ $__________ 0036 Withdrawals 300 EA $__________ $__________ 0037 Rollovers 400 FFP Option Year 1 $__________ $__________
0038 ODC NTE $25,000.00
0039 Travel NTE $25,000.00 0040 Education/Marketing Fee NTE $15,000 NOTE: Deliver Reports, Create Forms and Informational & Marketing Materials to be completed on a T&M basis under the following Labor Categories
LABOR CATEGORIES Est Hours
UOM Rate Discounted Rate
Program Manager Trustee/Custodial Services 1920 EA $__________ $__________ Program Manager Recordkeeper Services 1920 EA $__________ $__________ Technical Specialist – Client Relationship Specialist (one position)
1920 EA $__________ $__________
Technical Expert – Communication/Education 160 EA $__________ $__________ T&M Option Year 1 $__________ $__________
Option Year 2
QTY
UOM UNIT PRICE TOTAL PRICE
0041 Annual Trustee Fee 1 YR $__________ $__________ 0042 Account Value Rate (point fee) 1 YR __________% 0043 Fees for Distributions By Wire 700 EA $__________ $__________ 0044 Fees for Distribution by ACH 700 EA $__________ $__________ 0045 Fees for Distributions by Check 700 EA 0046 Monthly Recordkeeper Services – Set up and maintain a secure web environment for individual participant(s) record. (Reference Section 3.2 a, b, c, d, g, i, j, l, q, 3.4 and 3.6 of the
SOW)
4500 EA $__________ $__________
0047 Call Center - monthly (Reference Section 3.2 n of the SOW)
12 MO $__________ $__________
0048 Participants added to the plan 100 EA $__________ $__________ 0049 Withdrawals 300 EA $__________ $__________ 0050 Rollovers 400 EA $__________ $__________ FFP Option Year 2 $__________ $__________
0051 ODC NTE $25,000.00
0052 Travel NTE $25,000.00 0053 Education/Marketing Fee NTE $15,000 NOTE: Deliver Reports, Create Forms and Informational & Marketing Materials to be completed on a T&M basis under the following Labor Categories
LABOR CATEGORIES Est Hours
UOM Rate Discounted Rate
Program Manager Trustee/Custodial Services 1920 EA $__________ $__________ Program Manager Recordkeeper Services 1920 EA $__________ $__________ Technical Specialist – Client Relationship Specialist (one position) 1920 EA $__________ $__________
T&M Option Year 2 $__________ $__________
Option Year 3
QTY
UOM UNIT PRICE TOTAL PRICE
0054 Annual Trustee Fee 1 YR $__________ $__________ 0055 Account Value Rate (point fee) 1 YR __________% 0056 Fees for Distributions By Wire 700 EA $__________ $__________ 0057 Fees for Distribution by ACH 700 EA $__________ $__________ 0058 Fees for Distributions by Check 700 EA 0059 Monthly Recordkeeper Services – Set up and maintain a secure web environment for individual participant(s) record. (Reference Section 3.2 a, b, c, d, g, i, j, l, q, 3.4 and 3.6 of the
SOW)
4900 EA $__________ $__________
0060 Call Center - monthly (Reference Section 3.2 n of the SOW)
12 MO $__________ $__________
0061 Participants added to the plan 100 EA $__________ $__________ 0062 Withdrawals 300 EA $__________ $__________ 0063 Rollovers 400 EA FFP Option Year 3 $__________ $__________
0064 ODC NTE $25,000.00
0065 Travel NTE $25,000.00 0066 Education/Marketing Fee NTE $15,000 NOTE: Deliver Reports, Create Forms and Informational & Marketing Materials to be completed on a T&M basis under the following Labor Categories
LABOR CATEGORIES Est Hours
UOM Rate Discounted Rate
Program Manager Trustee/Custodial Services 1920 EA $__________ $__________ Program Manager Recordkeeper Services 1920 EA $__________ $__________ Technical Specialist – Client Relationship Specialist (one position)
1920 EA $__________ $__________
T&M Option Year 3 $__________ $__________
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