Sol_16PBGC25Q0057.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

OBA CODE 16. ADMINISTERED BYCODE

X

X

525110

SIZE STANDARD:

% FOR:SET ASIDE:UNRESTRICTED ORPD

REQUEST FOR

PROPOSAL

(RFP)

INVITATION

FOR BID (IFB)

10. THIS ACQUISITION ISCODE

REQUEST FOR

QUOTE (RFQ)

14. METHOD OF SOLICITATION

13b. RATING

NORTH AMERICAN INDUSTRY

CLASSIFICATION STANDARD

(NAICS):

SMALL BUSINESS

06/09/2025 1700 ED

06/02/2025

Diahanna Bradley (No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

16PBGC25Q0057

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 68 RQ3525000106OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

Washington DC 20024-2101 445 12th St SW Office of Benefits Administration

15. DELIVER TO

Washington DC 20024-2101 445 12th St SW

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$40

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FREE ON BOARD

(FOB) DESTINATION UNLESS

BLOCK IS MARKED

11.

SEE SCHEDULEX

12. DISCOUNT TERMS THIS CONTRACT IS A RATED

ORDER UNDER THE DEFENSE

PRIORITIES AND ALLOCATIONS

SYSTEM - DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

HUBZONE SMALL

BUSINESS

8(A)

Procurement Department

WOMEN-OWNED SMALL

BUSINESS (WOSB)

ECONOMICALLY DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Period of Performance: 06/01/2025 to 03/31/2026

0001 CLIN 0001 - Benefit Connect Licenses 10 EA

Delivery: 05/31/2026

0002 CLIN 0002 - Additional Benefit Connect Data 1 UN

Delivery: 05/31/2026

Continued ...

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

Diahanna Bradley

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE (FEDERAL ACQUISITION REGULATION) FAR 52.212-1, 52.212-4. FAR 52.212-3

AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Government Use Only)

OFFER

STANDARD FORM 1449 (REV. 11/2021)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT: REFERENCE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 11/2021) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

0003 CLIN 0003 - Other Direct Cost

Not to Exceed - $500.00

Delivery: 05/31/2026

1001 CLIN 1001 - Benefit Connect Licenses 10 EA

(Option Line Item)

06/01/2026

Delivery: 05/31/2027

1002 CLIN 1002 - Other Direct Cost

Not to Exceed - $500.00

(Option Line Item)

06/01/2026

Delivery: 05/31/2027

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

68 2 of

Section 1 - COMBINED SYNOPSIS/SOLICITATION FOR COMMERCIAL SUPPLIES OR SERVICES4 FAR 52.204-2 Security Requirements. (MAR 2021) - Alternate II (APR 1984) FAR 52.204-17 Ownership or Control of Offeror. (AUG 2020) FAR 52.212-1 Instructions to Offerors - Commercial Products and Commercial Services. (SEP 2023).15 FAR 52.223-22 Public Disclosure of Greenhouse Gas Emissions and Reduction Goals-Representation.

(DEC 2016)

FAR 52.232-1 Payments. (APR 1984) FAR 52.232-8 Discounts for Prompt Payment. (FEB 2002) FAR 52.232-11 Extras. (APR 1984) FAR 52.245-1 Government Property. (SEP 2021) FAR 52.204-1 Approval of Contract. (DEC 1989) FAR 52.204-7 System for Award Management. (NOV 2024) FAR 52.204-13 System for Award Management Maintenance. (OCT 2018) FAR 52.204-16 Commercial and Government Entity Code Reporting. (AUG 2020) FAR 52.204-18 Commercial and Government Entity Code Maintenance. (AUG 2020) FAR 52.204-19 Incorporation by Reference of Representations and Certifications. (DEC 2014) FAR 52.204-20 Predecessor of Offeror. (AUG 2020) FAR 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021) FAR 52.204-26 Covered Telecommunications Equipment or Services-Representation. (OCT 2020) FAR 52.204-29 Federal Acquisition Supply Chain Security Act Orders-Representation and Disclosures.

(DEC 2023)

FAR 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services. (MAY 2024) (DEVIATION FEB 2025) FAR 52.212-4 Contract Terms and Conditions - Commercial Products and Commercial Services. (NOV 2023) FAR 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders - Commercial Products and Commercial Services. (JAN 2025) (DEVIATION FEB 2025) FAR 52.217-5 Evaluation of Options. (JUL 1990) FAR 52.217-8 Option To Extend Services. (NOV 1999) FAR 52.217-9 Option To Extend the Term of the Contract. (MAR 2000) FAR 52.227-14 Rights in Data-General. (MAY 2014) FAR 52.232-39 Unenforceability of Unauthorized Obligations. (JUN 2013) FAR 52.252-5 Authorized Deviations in Provisions. (NOV 2020) FAR 52.252-6 Authorized Deviations in Clauses. (NOV 2020) PBGC 52.201-7000 Contracting Officer's Representative (JUN 2017)

PBGC 52.204-7000 RECORDS MANAGEMENT (SEP 2017)

PBGC 52.209-7001 ORGANIZATIONAL CONFLICTS OF INTEREST (AUG 2017)

PBGC 52.209-7002 HANDLING PBGC DATA (MAY 2017)

PBGC 52.232-7009 SUBMISSION OF ELECTRONIC INVOICING USING INVOICE PROCESSING

PLATFORM (IPP) FOR TIME AND MATERIAL, LABOR-HOURS, AND FIXED PRICE (FEB 2023)

PBGC 52.239-7000 SECTION 508 ACCESSIBILITY STANDARDS (MAR2020)

Section 1 - COMBINED SYNOPSIS/SOLICITATION FOR COMMERCIAL SUPPLIES OR

SERVICES

BENEFIT ADMINISTRATION SUPPORT LICENSES

General Information

Document Type: Combined Synopsis/Solicitation Solicitation Number: 16PBGC25Q0057 Contracting Office Address 445 12st SW Washington, D.C. 20024

The Contractor shall comply with all applicable Federal anti-discrimination laws. The Contractor's compliance is material to the Government’s payment decisions for purposes of section 3729(b)(4) of title 31, United States Code, and certifies that it does not operate any programs promoting DEI that violate any applicable Federal anti-discrimination laws.

PLEASE BE ADVISED: In accordance with President Trump’s Executive Order of January 21, 2025 (Ending Illegal Discrimination and Restoring Merit-Based Opportunity), which revokes Executive Order 11246 of September 24, 1965 (Equal Employment Opportunity), Contractors are no longer required to complete the associated representations found at FAR 52.212-3(d) nor comply with clauses (or portions of clauses) implementing Executive Order 11246 (i.e., FAR 52.222-26, FAR 52.212-5); however, for 90 days from the date of President Trump’s aforementioned order, Federal Contractors may continue to comply with the regulatory scheme in effect on January 20, 2025.

Description

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Federal Acquisition Regulation (FAR) 12.6 and FAR Part 13, “Streamlined Procedures for Evaluation and Solicitation for Commercial Products and Commercial Services,” as supplemented with additional information included in this notice. The Government intends to award a single contract as a result of this combined synopsis/solicitation that will include the terms and conditions set forth herein. The Government reserves the right to award without discussions, to modify or eliminate various aspects of the requirement if determined too costly or impractical prior to award, or to withdraw this solicitation and make no award if it's deemed in the best interest of the Government.

This solicitation is a request for quote (RFQ). The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular.

This requirement is not a small business set-aside. The associated North American Industrial Classification System (NAICS) code for this procurement is 525110, with a small business size standard of $40M.

The Pension Benefit Guaranty Corporation (PBGC) is seeking to purchase BenefitConnect (BC) licenses along with the required system support, enabling PBGC staff to utilize the benefit administration support system. This system must grant PBGC personnel access to essential data in BC for conducting research, executing benefit calculations, and managing benefits for approximately 90,000 participants in the Sears Pension plans.

The RFQ Sections are as follow:

Section 1 - Statement of Work Section 2 - Pricing Schedule Section 3 - Packaging and Marking Section 4 - Inspection and Acceptance Section 5 - Deliverables or Performance

Section 6 - Contract Administration Data Section 7 - Special Contract Requirements Section 8 - List of Attachments Section 9 - Representations, Certifications, and Other Statements of Offeror or Respondents Section 10 - Instructions to Quoter Section 11 - Method of Award Section 12 - Contract Clauses

REQUEST FOR QUOTE (RFQ)

16PBGC25Q0057

Benefit Administration Support Licenses

In support of:

Plan Asset and Data Management Department and Actuarial Services and Technology Department

Issued by:

Pension Benefit Guaranty Corporation 445 12th Street, SW Washington, D.C. 20024

SECTION 1 - STATEMENT OF WORK

The Contractor will provide all services within the contract's Statement of Work, and within the terms and conditions of this contract. See Attachment - 1 for the Statement of Work.

SECTION 2- PRICING SCHEDULE

See Attachment 2 – Pricing Schedule to complete the attachment when submitting the price volume. The tables below will be completed at the time of award.

Base Period - 12 Months

CLIN CLIN Description CLIN Type Quantity Unit Price per Quantity Extended Price 0001 WTW Benefit Connect Licenses FFP 10 0002 Additional Benefit Connect Data FFP 1 0003 Other Direct Cost (Not-to-Exceed) $500.00

Base Period Total

Option Period 1 - 12 Months

CLIN CLIN Description CLIN Type Quantity Unit Price per Quantity Extended Price 1001 WTW Benefit Connect Licenses FFP 10 1002 Other Direct Cost (Not-to-Exceed) $500.00

Option Period 1 Total

Total Contract Price

SECTION 3- PACKAGING AND MARKING (This section is intentionally left blank)

SECTION 4- INSPECTION AND ACCEPTANCE

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

All deliverable items are to be furnished to the Contracting Officer's Representative (COR) or to PBGC personnel designated by the COR to receive a specific deliverable. PBGC's receipt of a deliverable does not constitute acceptance by the Government. Final acceptance of any reports or other deliverable items required under this contract will be made in writing and may only be made by the COR or Contracting Officer.

4.2 Inspection and Acceptance

The designated Contracting Officer’s Representative is responsible for the inspection and acceptance of all services under each contract line item. All inspection and acceptance work performed under this contract will be conducted in accordance with the applicable Inspection and Acceptance FAR clause for the contract type contemplated. The basis for acceptance and inspection shall be compliant with the requirements set forth in the statement of work and other terms and conditions of the contract.

Rejected deliverable items shall be corrected in accordance with the terms and conditions of this contract or as otherwise appropriately requested by the COR and CO.

The Government requires a period not to exceed fifteen calendar days after receipt of any final deliverable item(s) for inspection and acceptance or rejection, unless otherwise specified in the terms and conditions of the contract. For periods exceeding fifteen days, it is the responsibility of the contractor to confirm with the Government the receipt or acceptance of the deliverable(s).

4.3 Breadth of Inspection

All deliverables will be inspected by the COR for content, completeness, accuracy, and conformance to requirements. Inspection may include validation of information or customized software using appropriate test methods and algorithms, or as specified in the requirement. The breadth and nature of this testing must be negotiated prior to incorporation of the deliverable in the contract and shall be sufficiently comprehensive to ensure the completeness, quality, and adequacy of all deliverables. All written and narrative type deliverables will be reviewed for thoroughness, consistency, accuracy, discrepancies, grammar, errors, or other deficiencies identified by the Government.

4.4 Non-conforming Deliverables

Non-conforming deliverables or services will be rejected. All notifications of rejection will be accompanied with an explanation of the specific deficiencies causing the rejection. Unless otherwise agreed by the parties, deficiencies will be corrected within ten calendar days of the rejection notice. If the deficiencies cannot be corrected within ten days, contractor will immediately notify the CO of the reason for the delay and provide a proposed corrective action plan within ten working days.

In FFP line items, all non-conforming deliverables will be remediated to the Government’s satisfaction at no additional cost to the Government and within the timeline negotiated with the COR or subject to FAR 52.212-4 Alt 1 (4) at the discretion of the CO.

For all electronic deliverables, it is the responsibility of contractor to ensure the item is free of any computer virus or defects. If a virus or defect is attributed to the deliverable, the infected or defected deliverable will be rejected. The Government will provide contractor a written notification of the virus and the known impact (to date) of the virus, delineating any pertinent details. The new delivery date of the replacement deliverable must be negotiated between contractor and CO. The costs for purging and replacing of all Government equipment as a result of a deliverable with a virus or defect may be borne by contractor and such will be reported in contractor Performance Assessment Reporting System (CPARS).

SECTION 5-DELIVERABLES OR PERFORMANCE

5.1 PERIOD OF PERFORMANCE

The period of performance for this contract is a (1) 12-month Base Period and (1) 12-month Option Period.

Base Period: To Be Determined (TBD) at award Option Period 1: TBD at award

5.2 Type of Order

Firm-Fixed Price

5.3 Notice of Contractor Delays and Notice to Government

In the event contractor encounters difficulty in meeting performance requirements, or when it anticipates difficulty in complying with the contract delivery schedule or completion date, or as soon as contractor has knowledge that any actual or potential situation is delaying or threatens to delay the timely performance of this contract, contractor shall immediately notify the CO and the COR, in writing. This notification shall give pertinent details associated with the delay; this provision shall not be construed as a waiver by the Government of any delivery schedule or date, or any rights or remedies provided by law or under this contract.

SECTION 6- CONTRACT ADMINISTRATION DATA

6.1 GOVERNMENT ROLES AND RESPONSIBILITIES

COR: The COR is responsible for the receipt and acceptance of the contract level deliverables and reports and past performance reporting.

COR: {Name and Contact information to be completed at award}

CO: The CO within the PBGC Procurement Division has the overall responsibility for administration of the contract. The CO is the only individual authorized to take actions on behalf of the Government to amend, modify or deviate from the contract terms, conditions, requirements, specifications, details and/or delivery schedules.

CO: Diahanna A. Bradley, bradley.diahanna@pbgc.gov

The COR will represent the CO in the administration of technical details within the scope of the contract.

The COR is also responsible for the final inspection and acceptance of all deliverables and reports, and such other responsibilities as may be specified in the contract. The COR is not otherwise authorized to make any representations or commitments of any kind on behalf of the CO or the Government. The COR does not have the authority to alter contractor’s obligations or to change the contract specifications, price, terms, or conditions. If, because of technical discussions, it is desirable to modify the specifications, changes will be issued in writing and signed by the CO.

The COR is also responsible for interfacing with the contractor Manager on a weekly basis to ensure contractor meets performance standards. The COR and CO will work with contractor Manager to resolve any performance issues in a timely manner. The CO and COR must document all performance issues. As appropriate, the CO, COR, and Contract Manager are all responsible for documenting performance issues and any other matters of disagreement between parties. The CO and the COR shall be furnished with the documented performance issues prior to any meetings among the parties on performance issues.

6.2 INVOICE PREPARATION AND SUBMISSION

It is the contractor’s responsibility to ensure invoices and supporting documentation are submitted in a timely manner and in accordance with the requirements of the applicable FAR clauses, terms, and conditions of this contract. All invoices submitted as supporting documents shall be certified as true and accurate to the best of contractor’s knowledge, subject to the penalties in 18 U.S.C. 1001.

The COR is required to review all invoices to ensure the Government is being billed appropriately to the services provided as stated in the statement of work or performance work statement and in accordance with contract type prior to invoice approval and acceptance.

Contractor’s accounting practices must record all hours worked per week for each Contractor firm and each Contractor personnel. For T&M and Labor Hour contracts or line items, the Government reserves the right to examine Contractor’s records to verify claimed costs. Contractor must bill only actual hours worked whether regular or overtime. Overtime hours will be compensated at the regular hourly rates negotiated for the respective labor category.

Contractor shall submit all invoices in accordance with the applicable FAR and PBGC clauses.

mailto:bradley.diahanna@pbgc.gov

6.3 FIRM-FIXED-PRICE (FFP) CLINs

The contractor may invoice as stated in Section 2 – Pricing Schedule for the FFP CLINs. The invoice shall include the period of performance covered by the invoice (all current charges shall be within the active period of performance) and the CLIN number and title. All prices shall be reported by CLIN element (as shown in Section 2 – Pricing Schedule) and shall be provided for the current invoice and in total from project inception to date. The contractor shall provide the invoice data in spreadsheet form with the following detailed information. The listing shall include separate columns and totals for the current invoice period and the project to date.

a. FFP period of performance – as stated in Section 2 – Pricing Schedule

b. Total amount paid (lump sum) by CLIN

6.4 EXERCISE OF OPTIONAL LINE ITEMS WITHIN A PERIOD OF PERFORMANCE

The Government may require additional services identified in the Schedule as an optional item at the price stated in the Schedule. The Contracting Officer may exercise the option by written notice to the Contractor within 15 days prior to exercise of the option, notifying the Contractor of the line item to be exercised. The Optional Line Item within a Period of Performance may be exercised at any time during the current Period of Performance but may not extend beyond the Period of Performance awarded.

6.5 INVOICE SUBMISSION

The contractor shall submit Requests for Payments in accordance with PBGC 52.232-7009, Submission of Electronic Invoicing Using Invoice Processing Platform (IPP) for Time and Material, Labor-Hours. Full text of this clause is reflected below:

PBGC 52.232-7009 SUBMISSION OF ELECTRONIC INVOICING USING INVOICE PROCESSING

PLATFORM (IPP) FOR TIME AND MATERIAL, LABOR-HOURS, AND FIXED PRICE (FEB 2023)

(a) The contractor shall submit invoices for supplies and/or services provided under this contract using the Government's Invoice Processing Platform (IPP) web-based service application. The IPP application is available at www.ipp.gov. This website includes general IPP instructions and training materials. Questions about the IPP application should be directed to the IPP Customer Support team at the e-mail address or phone number shown on the IPP website under the "Contacts" tab.

(b) Inquiries concerning IPP enrollment or PBGCs specific processing requirements within IPP should be directed to PBGCs General Accounting Branch (GAB) by e-mail at invoicemanager@pbgc.gov or by phone at (202)229-4062.

(c) To constitute a proper invoice, the invoice must include the information listed below

(1) Name and address of the contractor

(2) Invoice date and number

(3) Contract number, line item number, and, if applicable, the order number

(4) Description, quantity, unit of measure, unit price, and extended price of services performed and any supplies delivered, including: (i) The labor hours by labor category billed, the hourly rate for each labor category billed, and the total dollars billed by labor category for the billing period (meal periods and other labor-hours not directly supporting the contract are not billable) (not applicable to Fixed Price contracts), and (ii) The cumulative hours expended and dollars billed from contract inception through the current billing period (not applicable to Fixed Price contracts).

(5)(a) Shipping number and date of shipment, including the bill of lading number and weight of shipment if shipped on a Government bill of lading (not applicable to TIME and MATERIAL and LABOR HOURS contracts).

(5)(b) Dollar amount withheld unless the contract is for commercial products or services awarded under FAR Part 8 or Part 12. Five percent of the total direct labor billed must be withheld after $1,000,000 has been billed to the contract, up to a ceiling amount of $50,000, unless other terms have been negotiated. If other terms have been negotiated, they must be included in the contract (not applicable to Fixed Price contracts).

(6) Terms of any discount for prompt payment offered.

mailto:invoicemanager@pbgc.gov

(7) Name, title, phone number, e-mail address, and mailing address of official to whom payment is to be sent.

(8) Name, title, phone number, e-mail address, and mailing address of official to be contacted in the event of an improper invoice.

(9) Taxpayer Identification Number (TIN), only if required to be on the invoice elsewhere in the contract.

10) Electronic Funds Transfer (EFT) banking information.

(i) The contractor shall include EFT banking information on the invoice only if required elsewhere in this contract.

(ii) If EFT banking information is not required to be on the invoice, in order for the invoice to be a proper invoice, the contractor shall have submitted correct EFT banking information in accordance with the applicable solicitation provision or contract clause (e.g., 52.232-33, Payment by Electronic Funds Transfer

- System for Award Management, or 52.232-34, Payment by Electronic Funds Transfer - Other Than System for Award Management).

(iii) EFT banking information is not required if the Government waived the requirement to pay by EFT.

(d) Supporting documentation to be submitted with the invoice must include the items listed below:

(i) Copies of time sheets indicating start and stop times of the personnel performing services under this contract (at PBGC's request, the contractor shall make available copies of any of the materials relevant to substantiating the hours billed) (not applicable to Fixed Price contracts).

(ii) Copies of receipts or bills, and proof of payment for any authorized other direct costs for which the contractor is requesting reimbursement.

(e) Failure of the contractor to submit a proper invoice to IPP may result in payment delay or non-payment.

6.6 CLOSEOUT

The Contracting Officer is authorized to use the quick-closeout procedure for this contract in accordance with FAR 42.708, Quick-Closeout Procedure.

SECTION 7- SPECIAL CONTRACT REQUIREMENTS

7.1 SECTION 508 COMPLIANCE REQUIREMENTS

Pursuant to Section 508 of the Rehabilitation Act of 1973 (29 U.S.C. 794d) as amended by P.L. 105-220 under Title IV (Rehabilitation Act Amendments of 1998) all Electronic and Information Technology (EIT) developed, procured, maintained and/or used under this contract shall be in compliance with the “Electronic and Information Technology Accessibility Standards” set forth by the Architectural and Transportation Barriers Compliance Board (also referred to as the “Access Board”) in 36 CFR Part 1194.

The complete text of Section 508 Standards can be accessed at http://www.access-board.gov/ or at http://www.section508.gov.

7.2 ORGANIZATIONAL CONFLICT OF INTEREST (OCI)

If a contractor has performed, is currently performing work, or anticipates performing work that creates or represents an actual or potential OCI, the contractor shall immediately disclose this actual or potential OCI to the PBGC CO in accordance with FAR Subpart 9.5. The nature of the OCI may involve the prime contractor, subcontractors of any tier, or teaming partners.

SECTION 8 - LIST OF ATTACHMENTS

ATTACHMENT TITLE

1 Statement of Work 2 Pricing Schedule 3 Organizational Conflict of Interest 4 Questions and Answers Template 5 Sole Source Justification http://www.access-board.gov/ http://www.section508.gov/

SECTION 9 - REPRESENTATIONS, CERTIFICATIONS, AND OTHER

STATEMENTS OF OFFERORS OR RESPONDENTS

SECTION 10 - INSTRUCTIONS TO QUOTER

10.1 GENERAL INFORMATION

The Quote must be valid for a period of 60 calendar days from the date of submission. For quote purposes only, the quoter shall use a Start Date of June 9, 2025.

10.2 DUE DATE FOR QUESTIONS

Questions regarding this solicitation shall be submitted via e-mail to the Contracting Officer (CO), Diahanna A. Bradley, at bradley.diahanna@pbgc.gov and the Contract Specialist, Leslie Clarke, at clarke.leslie@pbgc.gov, no later than 3:00 P.M. Eastern Time (ET) on June 4, 2025. When submitting questions, please reference “RFQ 16PBGCC25Q0057” in the subject line. The quoter shall complete the Question and Answer Template (Section 10, Attachment 4 – Question and Answer Template).

Questions received and answers provided will be compiled and provided via e-mail to the quoter being solicited, giving due regard to the proper protection of proprietary information.

10.3 DUE DATE FOR QUOTE

Quotes shall be submitted via e-mail to the Contracting Officer (CO), Diahanna A. Bradley at bradley.diahanna@pbgc.gov and the Contract Specialist, Leslie Clarke, at clarke.leslie@pbgc.gov, no later than 5:00 P.M. Eastern Time (ET), June 9, 2025.

10.4 INSTRUCTIONS TO QUOTER

The Quoter shall submit one electronic copy of its two-volume quotation (i.e., Technical Quote (Volume I) and Price (Volume II)) via email no later than the date and time identified in this solicitation’s Section 10:

“Instructions to Quoters.”

The quotation shall use the format specified below.

- 8.5 by 11-inch page size

- 11 pitch print or larger, Times New Roman style font

- Tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be legible and shall not exceed 11 by 17 inches in size. For tables, charts, graphs and figures, the text shall be no smaller than 10-point Arial or Times New Roman.

- 1-inch margin at the top, bottom, and both sides of each page.

- All documents shall be in Microsoft Office or Adobe compatible format.

- All pages shall be single spaced.

- Every page shall be sequentially numbered; and

- Page numbers shall be centered in the bottom margin.

The page limits for the quotation are as follows:

1) Technical Quote (Volume I)

- Volume I shall not exceed five pages.

2) Price (Volume II)

- No page limit.

10.4.1 TECHNICAL QUOTE VOLUME I

The Quoter’s written technical quotation shall fully address the evaluation criteria listed in this solicitation’s Section 11: “Method of Award.” The Technical Quote (Volume I) shall be submitted as a separate document from the Price (Volume II) so that the evaluation of each volume may be conducted independently. The Quoter shall ensure that no pricing information is contained in the Technical Quote (Volume I).

Factor 1 – Technical Quote The Written Technical Quote shall be submitted via e-mail. The Quoter shall provide, in its Technical Quotation (Volume I), a statement that it has the capability to perform all requirements listed in this solicitation’s Section 2: Statement of Work (SOW). Factor 1 is the Written Technical Quote and shall contain the following:

1. Technical Specifications.

2. Technical Assumptions (if any).

10.4.2 PRICE QUOTE VOLUME II

Factor 2 - Price The Quoter shall provide a cover letter that identifies a point of contact (POC), Unique Entity Identifier (UEI), and CAGE code. This volume shall contain the following:

1. Request for Quotations (Standard Form (SF) 1449) When completed and signed by the offeror, SF 1449, “Request for Quotations,” constitutes the quoter’s acceptance of the terms and conditions of the proposed contract. Therefore, the form must be executed by representatives of the offeror authorized to commit the offeror to contractual obligations. The quoter shall sign the SF 1449 in Block 14.

2. Attachment 2 - Pricing Schedule The quoter shall submit the quoted price including price for six-month extension period authorized by FAR 52.217-8. The Quoter’s Price Quotation (Volume II) shall provide Firm-Fixed-Price (FFP) pricing for all items listed in the solicitation’s Attachment 2: “Pricing Schedule” for (a) the Base Period, (b) all Option Periods, and (c) the six-month extension authorized by FAR clause 52.217-8. For evaluation purposes only, the total evaluated price is the sum of the total prices submitted for (a) the base period, (b) all option periods, and (c) the six-month extension authorized by FAR clause 52.217-8. For purposes of determining the total price for the six-month extension authorized by FAR 52.217-8, the total price is calculated as one-half of the total price for the final option period of the contract. Accordingly, Offerors must include pricing in their price proposals regarding the exercise of FAR 52.217-8. The agency will include the pricing for 52.217-8 its overall pricing evaluation. Evaluation of the six-month extension option(s) will not obligate the Government to exercise the option(s).

3. Price Assumption(s) (if any) The quoter shall submit all (if any) assumptions upon which the Price Quote is based.

4. Attachment 3 - OCI Statement The quoter shall complete and sign an OCI Statement (Section 9, Attachment 3 - Organizational Conflict of Interest (OCI) Statement). The quoter shall represent either that (1) it is not aware of any facts which create any actual or potential OCI relating to the award of this contract, or (2) it has included information in its proposal, providing all current information bearing on the existence of any actual or potential OCI. The quoter shall provide a copy of any existing mitigation plan from the relevant awarded contract(s). If an existing mitigation plan does not exist, and an offeror with an actual or potential OCI believes the conflict can be avoided, neutralized, or mitigated, the quoter shall submit a new mitigation plan to the Government for review.

In addition to the mitigation plan, the PBGC CO may require further information from the quoter. The PBGC CO will use all information submitted by the quoter, and any other relevant information known to PBGC, to determine whether an award to the quoter may take place, and whether the mitigation plan adequately avoids, neutralizes, or mitigates the OCI. If any such conflict of interest is found to exist, the PBGC CO may determine that the conflict cannot be avoided, neutralized, mitigated, or otherwise resolved to the satisfaction of the Government, and the quoter may be found ineligible for award. Alternatively, the PBGC CO may determine that it is otherwise in the best interest of the U.S. to contract with the quoter and include the appropriate provisions to avoid, neutralize, mitigate, or waive such conflict in the contract awarded.

Definition: FAR 2.101 “Organizational conflict of interest” means that because of other activities or relationships with other persons, a person is unable or potentially unable to render impartial assistance or advice to the Government, or the person’s objectivity in performing the contract work is or might be otherwise impaired, or a person has an unfair competitive advantage.

5. Compliance Elements A failure on any single Compliance criteria will make the quote ineligible for award, with no further evaluation of the Technical and Price quote accomplished by the Government. The quoter shall provide:

a. Section 508 Compliance: The quoter’s written quote shall include a statement of their capability to comply with Section 508 requirements throughout its performance of this contract in compliance with Section 7.1.

b. SAM Registration: The Quoter is cautioned that it must have a valid SAM registration at the time of quote submission per FAR 52.204-7. SAM registration must be active at the time of the quote submission, which is June 9, 2025 and at the time of the contract award. The PBGC has no ability to waive or relax SAM registration requirements, nor does the corporation have the ability to assist the Quoter in completing their SAM registration. SAM registration must also be maintained during contract performance.

The offeror shall fully support all proposed prices. An offeror’s quote is presumed to represent the offeror’s best efforts in response to the solicitation. Any inconsistency, whether real or apparent, between promised performance and price, shall be explained in the quote.

SECTION 11 - METHOD OF AWARD

The Government intends to award one contract provided the quoter is responsible, the quotation conforms to the requirements outlined in this RFQ, and is determined to be fair and reasonable. The Government reserves the right to award without discussions, to modify or eliminate various aspects of the requirement if determined too costly or impractical prior to award, or to withdraw this solicitation and make no award if it's deemed in the best interest of the Government.

11.1 EXPLANATION FOR BASIS OF AWARD

This is a FAR Part 12 procurement conducted in accordance with FAR Part 13 evaluation procedures. No tradeoffs will be made, and the resultant award is expected to result from fair and reasonable quote that meets or exceeds the technical acceptability standards for non-price factor.

The Government will evaluate quotation using the following evaluation factors:

11.2 FACTOR 1 – TECHNICAL QUOTE

The Government will evaluate the Quoter’s Technical Quote (Volume I) to determine whether it included a statement that the Quoter has the capability to perform all requirements listed in this solicitation’s Statement of Work (SOW).

11.3 FACTOR 2 - PRICE

The Government will evaluate the total Firm Fixed Price for the Base and One Option Period as identified in Section 2 – Pricing Schedule to determine if it is fair and reasonable. Price will not be point scored, assigned a numerical weight, nor be adjectivally rated.

For evaluation purposes only, the total evaluated price is the sum of the total prices submitted for (a) the base period, (b) all option period(s), and (c) the six-month extension. Evaluation of option will not obligate the extension authorized by FAR clause 52.217-8. The award may be extended up to six (6) months in accordance with FAR 52.217-8: “Option to Extend Services.” For the purpose of determining the total price for the six-month extension authorized by FAR 52.217-8, the total price is calculated as one-half of the total price for the final option period of the contract. Accordingly, Quoters must include pricing in their price quotation regarding the exercise of FAR 52.217-8. The agency will include the pricing for 52.217-8 in its overall pricing evaluation. Evaluation of the six-month extension option will not obligate the Government to exercise the option.

QUOTERS’S FAILURE TO PROVIDE PRICING FOR THE FAR 52.217-8 EXTENSION OF

SERVICES CLAUSE WILL RESULT IN THE QUOTER’S QUOTATION BEING FOUND NON-

COMPLIANT AND INELIGIBLE FOR AWARD.

11.4 TECHNICAL EVALUATION FACTOR

Factor 1 - Technical Quote will be evaluated as either “acceptable” or “unacceptable.” Failure to meet a requirement will result in a quote being determined technically “unacceptable.” Any quote receiving a rating of "unacceptable" for Factor 1 is deemed to have a risk that is so high that award cannot be made against the quotation and the quotation will not be further evaluated.

TECHNICAL ASSESMENT RATINGS (FACTOR 1)

RATING DEFINITION

ACCEPTABLE Quote clearly meets the minimum requirements of the solicitation.

UNACCEPTABLE Quote does not clearly meet the minimum requirements of the solicitation.

11.5 PRICE QUOTE EVALUATION

The price offer will be evaluated for reasonableness. Price will not be point scored, assigned a numerical weight, nor adjectivally rated. When evaluating the price offer, a determination will be made as to the reasonableness and the completeness of the price offer.

SECTION 12 - CONTRACT CLAUSES AND PROVISIONS

FAR 52.204-2 Security Requirements. (MAR 2021) - Alternate II (APR 1984)

FAR 52.204-17 Ownership or Control of Offeror. (AUG 2020)

(a) Definitions. As used in this provision-

Commercial and Government Entity (CAGE) code means-

(1) An identifier assigned to entities located in the United States or its outlying areas by the Defense Logistics Agency (DLA) Commercial and Government Entity (CAGE) Branch to identify a commercial or government entity by unique location; or

(2) An identifier assigned by a member of the North Atlantic Treaty Organization (NATO) or by the NATO Support and Procurement Agency (NSPA) to entities located outside the United States and its outlying areas that the DLA Commercial and Government Entity (CAGE) Branch records and maintains in the CAGE master file. This type of code is known as a NATO CAGE (NCAGE) code.

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.

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.

(b) The Offeror represents that it [ ] has or [ ] does not have an immediate owner. If the Offeror has more than one immediate owner (such as a joint venture), then the Offeror shall respond to paragraph (c) and if applicable, paragraph (d) of this provision for each participant in the joint venture.

(c) If the Offeror indicates "has" in paragraph (b) of this provision, enter the following information:

Immediate owner CAGE code: [ ]

Immediate owner legal name: [ (Do not use a "doing business as" name)]

Is the immediate owner owned or controlled by another entity?: [ ] Yes or [ ] No.

(d) If the Offeror indicates "yes" in paragraph (c) of this provision, indicating that the immediate owner is owned or controlled by another entity, then enter the following information:

Highest-level owner CAGE code: [ ]

Highest-level owner legal name: [(Do not use a "doing business as" name)]

(End of provision)

FAR 52.212-1 Instructions to Offerors - Commercial Products and Commercial Services. (SEP 2023)

FAR 52.223-22 Public Disclosure of Greenhouse Gas Emissions and Reduction Goals-Representation.

(DEC 2016)

FAR 52.232-1 Payments. (APR 1984)

FAR 52.232-8 Discounts for Prompt Payment. (FEB 2002)

FAR 52.232-11 Extras. (APR 1984)

FAR 52.245-1 Government Property. (SEP 2021)

FAR 52.204-1 Approval of Contract. (DEC 1989)

This contract is subject to the written approval of a PBGC Warranted Contracting Officer and shall not be binding until so approved.

(End of clause)

FAR 52.204-7 System for Award Management. (NOV 2024)

(a) Definitions. As used in this provision-

Electronic Funds Transfer (EFT) indicator means a four-character suffix to the unique entity identifier. The suffix is assigned at the discretion of the commercial, nonprofit, or Government entity to establish additional System for Award Management records for identifying alternative EFT accounts (see subpart 32.11) for the same entity.

Registered in the System for Award Management (SAM) means that-

(1) The Offeror has entered all mandatory information, including the unique entity identifier and the EFT indicator, if applicable, the Commercial and Government Entity (CAGE) code, as well as data required by the Federal Funding Accountability and Transparency Act of 2006 (see subpart 4.14) into SAM;

(2) The offeror has completed the Core, Assertions, and Representations and Certifications, and Points of Contact sections of the registration in SAM;

(3) The Government has validated all mandatory data fields, to include validation of the Taxpayer Identification Number (TIN) with the Internal Revenue Service (IRS). The offeror will be required to provide consent for TIN validation to the Government as a part of the SAM registration process; and

(4) The Government has marked the record "Active".

Unique entity identifier means a number or other identifier used to identify a specific commercial, nonprofit, or Government entity. See www.sam.gov for the designated entity for establishing unique entity identifiers.

(b)(1) An Offeror is required to be registered in SAM when submitting an offer or quotation and at time of award (see FAR clause 52.204-13, System for Award Management Maintenance, for the requirement to maintain SAM registration during performance and through final payment).

(2) The Offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation "Unique Entity Identifier" followed by the unique entity identifier that identifies the Offeror's name and address exactly as stated in the offer. The Offeror also shall enter its EFT indicator, if applicable. The unique entity identifier will be used by the Contracting Officer to verify that the Offeror is registered in SAM.

(c) If the Offeror does not have a unique entity identifier, it should contact the entity designated at www.sam.gov for establishment of the unique entity identifier directly to obtain one. The Offeror should be prepared to provide the following information:

(1) Company legal business name.

(2) Tradestyle, doing business, or other name by which your entity is commonly recognized.

(3) Company physical street address, city, state, and Zip Code.

(4) Company mailing address, city, state and Zip Code (if separate from physical).

(5) Company telephone number.

(6) Date the company was started.

(7) Number of employees at your location.

(8) Chief executive officer/key manager.

(9) Line of business (industry).

(10) Company headquarters name and address (reporting relationship within your entity).

(d) Processing time should be taken into consideration when registering. Offerors who are not registered in SAM should consider applying for registration immediately upon receipt of this solicitation. See https://www.sam.gov for information on registration.

(End of provision)

FAR 52.204-13 System for Award Management Maintenance. (OCT 2018)

(a) Definitions. As used in this clause-

Electronic Funds Transfer (EFT) indicator means a four-character suffix to the unique entity identifier. The suffix is assigned at the discretion of the commercial, nonprofit, or Government entity to establish additional System for Award Management (SAM) records for identifying alternative EFT accounts (see subpart 32.11) for the same entity.

Registered in the System for Award Management (SAM) means that-

(1) The Contractor has entered all mandatory information, including the unique entity identifier and the EFT indicator (if applicable), the Commercial and Government Entity (CAGE) code, as well as data required by the Federal Funding Accountability and Transparency Act of 2006 (see subpart 4.14), into SAM;

(2) The Contractor has completed the Core, Assertions, Representations and Certifications, and Points of Contact sections of the registration in SAM;

(3) The Government has validated all mandatory data fields, to include validation of the Taxpayer Identification Number (TIN) with the Internal Revenue Service (IRS). The Contractor will be required to provide consent for TIN validation to the Government as a part of the SAM registration process; and

(4) The Government has marked the record "Active".

System for Award Management (SAM) means the primary Government repository for prospective Federal awardee and Federal awardee information and the centralized Government system for certain contracting, grants, and other assistance-related processes. It includes-

(1) Data collected from prospective Federal awardees required for the conduct of business with the Government;

(2) Prospective contractor-submitted annual representations and certifications in accordance with FAR subpart 4.12; and

(3) Identification of those parties excluded from receiving Federal contracts, certain subcontracts, and certain types of Federal financial and non-financial assistance and benefits.

Unique entity identifier means a number or other identifier used to identify a specific commercial, nonprofit, or Government entity. See www.sam.gov for the designated entity for establishing unique entity identifiers.

(b) If the solicitation for this contract contained the provision 52.204-7 with its Alternate I, and the Contractor was unable to register prior to award, the Contractor shall be registered in SAM within 30 days after award or before three days prior to submission of the first invoice, whichever occurs first.

(c) The Contractor shall maintain registration in SAM during contract performance and through final payment of any contract, basic agreement, basic ordering agreement, or blanket purchasing agreement. The Contractor is responsible for the currency, accuracy and completeness of the data within SAM, and for any liability resulting from the Government's reliance on inaccurate or incomplete data. To remain registered in SAM after the initial registration, the Contractor is required to review and update on an annual basis, from the date of initial registration or subsequent updates, its information in SAM to ensure it is current, accurate and complete.

Updating information in SAM does not alter the terms and conditions of this contract and is not a substitute for a properly executed contractual document.

(d)(1)(i) If a Contractor has legally changed its business name or "doing business as" name (whichever is shown on the contract), or has transferred the assets used in performing the contract, but has not completed the necessary requirements regarding novation and change-of-name agreements in subpart 42.12, the Contractor shall provide the responsible Contracting Officer a minimum of one business day's written notification of its intention to-

(A) Change the name in SAM;

(B) Comply with the requirements of subpart 42.12 of the FAR; and

(C) Agree in writing to the timeline and procedures specified by the responsible Contracting Officer. The Contractor shall provide with the notification sufficient documentation to support the legally changed name.

(ii) If the Contractor fails to comply with the requirements of paragraph (d)(1)(i) of this clause, or fails to perform the agreement at paragraph (d)(1)(i)(C) of this clause, and, in the absence of a properly executed novation or change-of-name agreement, the SAM information that shows the Contractor to be other than the Contractor indicated in the contract will be considered to be incorrect information within the meaning of the "Suspension of Payment" paragraph of the electronic funds transfer (EFT) clause of this contract.

(2) The Contractor shall not change the name or address for EFT payments or manual payments, as appropriate, in SAM record to reflect an assignee for the purpose of assignment of claims (see FAR subpart 32.8, Assignment of Claims). Assignees shall be separately registered in SAM. Information provided to the Contractor's SAM record that indicates payments, including those made by EFT, to an ultimate recipient other than that Contractor will be considered to be incorrect information within the meaning of the "Suspension of Payment" paragraph of the EFT clause of this contract.

(3) The Contractor shall ensure that the unique entity…