Amendment__0001_CC16HQR0012.pdf

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CC16HQR0012 SOLICITATION FOR A-123/ACCOUNTING SERVICES
Solicitation number
SYNOPSIS_A-123_ACCOUNTING_SERVICES
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The purpose of this notification is to provide amendment 0001 for solicitation CC16HQR0012 for A-123/Accounting Services.

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Questions__ _Responses.docx DOCX document
Amendment_0002_CC16HQR0012.pdf PDF
Addl_Received_Questions_and_Responses.docx DOCX document
Revised_Questions_ _Responses.docx DOCX document
Questions__ _Responses.docx DOCX document
Attachment_C_Performance_Requirement_Summary.docx DOCX document
Attachment_B_Non-Disclosure_Agreement.doc DOC document
Attachment_E_OCC_IT_Accessibility_Questionnaire.doc DOC document
Attachment_D_Contractor's_Off-Boarding_Tasks.docx DOCX document
Attachment_F_Q A_Template.docx DOCX document
Solicitation_A-123_AccountingServices.pdf PDF
Attachment_A_Past_Performance_Questionnaire.doc DOC document
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Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment your desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NO. 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQ. NO. 5. PROJECT NO. (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION

NO.

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended, is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO.

IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

NSN 7540-01-152-8070

Previous edition unusable

The purpose of this amendment is to amend the solicitation in accordance with the document attached.

Comptroller of the Currency Acquisitions Management 400 7th Street S.W.

Washington, D.C. 20219

CC16HQR0012

1 3

04/29/2016

04/01/2016

Amendment No. 0001 Solicitation # CC16HQR0012 Page 2 of 3

I. The following sections of the Solicitation are hereby amended.

a) Section B – Supplies or Services and Prices/Costs Section B.1, General, the NAICS code of 541211 is hereby replaced by 541611.

b) Section B.2 Line Item Description CLINs 0002, 1002, 2002, 3002, and 4002 Line Item Description are hereby revised to Senior Manager II from Senior Manager I.

c) Section C – Performance Work Statement

Section C.6, Contractor’s Staff and Personnel Qualifications, is hereby deleted in its entirety and replaced with the below text:

C.6 CONTRACTOR’S STAFF AND PERSONNEL QUALIFICATIONS

Key personnel shall consist of one Principal I/Program Manager.

TITLE NAME

Principal I/Program Manager TBD

NOTE: The personnel experience and qualifications are described below. The minimum requirement is the general experience requirement. OCC believes the other credentials and educational qualifications are beneficial to perform the work. The experience and qualifications will serve as the basis for completing evaluation of the proposals. The Contractor may propose personnel with qualifications other than those described below and include justification to support the proposed personnel.

d) Section C – Performance Work Statement

Section C.6.1, Principal I/Program Manager, is hereby deleted in its entirety and replaced with the below text:

C.6.1 Principal I/Program Manager

The Contractor must designate one Principal I/Program Manager for this contract. The Principal I/Program Manager shall be responsible for directing the work of all personnel exclusively supporting this contract and is responsible for all delivery orders, resolving program/ project issues, proposal development, and tracking program status. The Principal I/Program Manager serves as the primary point of contact for the OCC Contracting Officer. The Principal I/Program Manger shall attend all OCC meetings as requested and attend face-to-face ad-hoc meetings with the COR, Contracting Officer (CO), and OCC Project Managers as necessary.

The Principal I/Program Manager shall be available to travel as deemed necessary. Other requirements are (a) the minimum requirement of twelve years general experience of which five of those twelve years should be as a Program Manager for FMFIA, A-123 and FFMIA engagements; (b) a four-year degree and a master’s from an accredited institution of higher learning preferably in accounting, business administration/management, project management, finance, or related experience; (c) shall have and maintain a Project Management Professional (PMP) certification; (d) PeopleSoft Financial experience is required.

e) Section L – Instructions, Conditions, and Notices to Offerors

Section L.5 (a) Volume I: Technical Proposal (separately bound from the Price Volume) is hereby deleted in its entirety and replaced with the below text:

Amendment No. 0001 Solicitation # CC16HQR0012 Page 3 of 3

(a) Volume I: Technical Proposal (separately bound from the Price Volume)

1. Contractor Experience/Technical Capability as specified in Section L.7.1

2. Management Approach

3. Resumes of all proposed key personnel and certification specified in Section C.6.1

4. List of Past Performance references to confirm Past Performance Questionnaires directly submitted via email to Tanya.Newland@occ.treas.gov by the referenced company as specified in Section L.8.3

5. Quality Control Plan

f) Section L – Instructions, Conditions, and Notices to Offerors

Section L.7.1 Contractor Experience/Technical Capability is hereby deleted in its entirety and replaced with the below text:

L.7.1 Contractor Experience/Technical Capability

The offeror's technical capability must demonstrate an understanding of the requirements, delineating the techniques and procedures that will be used to satisfy the requirements in a quality and timely manner.

The technical capability shall address each functional element in the Performance Work Statement (PWS) in detail to clearly and fully demonstrate that the Offeror understands the requirements and the inherent challenges and risks associated with this PWS. For each project performed during the last three years for Government agencies or private companies, the information provided shall clearly demonstrate thorough knowledge and understanding of the requirement of the PWS.

g) Section L – Instructions, Conditions, and Notices to Offerors

Section L.7.3, Past Performance is hereby deleted in its entirety and replaced with the below text:

L.7.3 Past Performance

Offerors shall send the Past Performance Questionnaire (Section J, Attachment A) to current clients for whom the Offeror has provided the same or similar services. Those clients providing past performance shall submit the COMPLETED - FILLED OUT forms electronically directly to Tanya.Newland@occ.treas.gov no later than May 12, 2016 by 2:00 p.m., Eastern Standard Time. Offerors shall include in the proposal a list of clients who received the Past Performance Questionnaire, including the point-of-contact name, phone number, and email address. Offerors shall provide five (5) past performance references with information showing at least three (3) years of experience. The past performance references for work performed by the Offeror in the capacity of prime or subcontractor will be accepted. All projects must clearly state whether work was performed as a prime or subcontractor. If work performed as a subcontractor, the description shall specify the role and responsibility as it related to the project overall. Teaming partner(s) past performance will also be considered, and the same requirements in describing past performance apply.

The OCC may contact past performance references and request that each reference complete the past performance questionnaire/survey. However, the Government reserves the right to use past performance information obtained from sources other than those identified by the Offeror, and use information obtained for the evaluation of past performance.

Proposals received that do not contain the signed amendment may not be considered.

mailto:Tanya.Newland@occ.treas.gov mailto:Tanya.Newland@occ.treas.gov

Amendment 0001_CC16HQR0012
CC16HQR0012 Amendment 0001
I. The following sections of the Solicitation are hereby amended.
a) Section B – Supplies or Services and Prices/Costs
Section B.1, General, the NAICS code of 541211 is hereby replaced by 541611.
b) Section B.2 Line Item Description
CLINs 0002, 1002, 2002, 3002, and 4002 Line Item Description are hereby revised to Senior Manager II from Senior Manager I.
c) Section C – Performance Work Statement
Section C.6, Contractor’s Staff and Personnel Qualifications, is hereby deleted in its entirety and replaced with the below text:
d) Section C – Performance Work Statement
Section C.6.1, Principal I/Program Manager, is hereby deleted in its entirety and replaced with the below text:
The Contractor must designate one Principal I/Program Manager for this contract. The Principal I/Program Manager shall be responsible for directing the work of all personnel exclusively supporting this contract and is responsible for all delivery orde...
e) Section L – Instructions, Conditions, and Notices to Offerors
Section L.5 (a) Volume I: Technical Proposal (separately bound from the Price Volume) is hereby deleted in its entirety and replaced with the below text:
f) Section L – Instructions, Conditions, and Notices to Offerors
Section L.7.1 Contractor Experience/Technical Capability is hereby deleted in its entirety and replaced with the below text:
g) Section L – Instructions, Conditions, and Notices to Offerors
Section L.7.3, Past Performance is hereby deleted in its entirety and replaced with the below text:
Proposals received that do not contain the signed amendment may not be considered.

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