RFI.pdf

Federal Retirement Thrift Investment Board (FRTIB) Request for Information (RFI)

Subject: Financial Data and Subject Matter Expert Subscription – Washington, DC

This Request for Information (RFI) is issued in order to obtain information about capabilities in the area of a Financial Data and Subject Matter Expert Subscription.

The Federal Retirement Thrift Investment Board (FRTIB) is not seeking proposals at this time, and will not accept unsolicited proposals. All submissions become Government property and will not be returned. All costs associated with responding to this RFI will be at the responding party's expense. This RFI does not constitute a Request for Proposal (RFP) or a guarantee to issue an RFP. This RFI does not commit the Government to contract for any supply or service whatsoever.

All information received in response to this RFI marked proprietary will be handled accordingly. The FRTIB is not liable for any proprietary information not properly marked or identified. Proprietary information will be safeguarded in accordance with applicable Government regulations.

Not responding to this RFI does not preclude participation in any future RFP or RFQ, if any, if issued. It is the responsibility of the interested parties to monitor the FedBizOpps and/or GSA eBuy for additional information, if any, pertaining to this RFI.

1. Agency Information The Federal Retirement Thrift Investment Board (FRTIB) is an independent federal agency that was established to administer the Thrift Savings Plan (TSP), which provides Federal employees the opportunity to save for additional retirement security. The TSP is a tax-deferred Defined Contribution Plan similar to private sector 401(k) plans.

2. Purpose The purpose of this RFI is to gather information on the capabilities within industry to provide FRTIB’s Enterprise Risk Management Department with information, tools and direct Analyst access, to monitor key supplier relationships to avoid disruptions in service. Direct access to Analysts must provide a more detailed review and analysis into the financial viability of key suppliers. Further, FRTIB requires “Quarterly Financial Vendor Analysis” and reporting that provides data and analytics, risk conditions, business profiles, and financial indicators of key supplier relationships. The analyst capabilities includes on-line access to financial data and access to financial subject matter expertise critical to the assessment of the continued viability of FRTIB’s critical recordkeeping vendors. In addition, provide critical immediate access to analysts and a direct link to a deeper insight into key vendor suppliers financial metrics/data and ratios presented ‘as-reported’ by companies and ‘as-adjusted’ by analysts. Also, provide a subscription feature of providing FRTIB direct access (one-on-one discussion) with analysts and direct access to analysts to provide for a deeper dive into specific key supplier vendors financial viability concerns.

3. Requested Information:

1. Company Summary to include the items listed below

a. Name(s) or organization(s) and addresses;

b. Contact information

c. Size(s) of organizations(s) in terms of revenue and employees;

d. Years in business; and

e. Type(s) of entity(ties)

RFI Question

1. Is your firm capable of providing an annual Financial Data and Subject Matter Expert subscription in accordance with the requirements highlighted above in paragraph 2?

4. Request for Information - Submission Details

• Submit responses via e-mail to Senica Crowder, Contracting Officer, at

Senica.Crowder@tsp.gov.

• Due Date: March 24, 2017 at 5:00pm EST.

mailto:Senica.Crowder@tsp.gov.