Request_for_Information_Participant__Address_Locator_Service_FBO_12June2019.pdf

Participant Address Locator and Verification Search Services

Solicitation Number: TIB-2019-RFI-0010

Agency: Federal Retirement Thrift Investment Board

Office: Office of the Chief Financial Officer

Location: 77 K Street NE WDC 20002

Notice Type:

Pre-solicitation

Posted Date:

June 12, 2019

Response Date:

June 28, 2019 at 6:00 pm

Archiving Policy:

Automatic, 15 days after response date

Archive Date:

July 15, 2019

Original Set Aside:

N/A

Set Aside:

N/A

Classification Code:

R -- Professional, administrative, and management support services

R - Professional, administrative, management support services

NAICS Codes:

561 -- Administrative and Support Services: 561450 -- Credit Bureaus

541 -- Professional, Scientific, and Technical Services: 541611 -- Administrative Management and General Management Consulting Services

Solicitation Number:

TIB-2019-RFI-0010

Notice Type:

Pre-solicitation

Synopsis:

N/A

Federal Retirement Thrift Investment Board

Request for Information

Participant Address Locator and Verification Search Services

A. General

The Federal Retirement Thrift Investment Board (Agency or FRTIB) is using this RFI to solicit information on

Participant Address Locator and Verification Search Services

The work is required to be performed in the continental U.S. This RFI is issued solely for information and planning purposes. It does not constitute a Request for Proposal (RFP) or a promise to issue an RFP in the future. This request for information does not commit the FRTIB to contract whatsoever. Further, the FRTIB is not at this time seeking proposals and will not accept unsolicited proposals. Respondents are advised that the

FRTIB will not pay for any information or administrative costs incurred in response to this RFI; all costs associated with responding to this RFI will be solely at the interested party's expense. Not responding to this

RFI does not preclude participation in any future RFP. If a solicitation is released, it will be synopsized on the

Federal Business Opportunities website. Any information that the respondent considers proprietary should be clearly marked as such. All submissions become Agency property and will not be returned, including any proprietary information.

Following a review of the responses received, FRTIB may elect to request additional information, or schedule one-on-one meetings with some respondents to gain additional information about their proposed solution(s).

Respondents will not be notified of the results of the review.

B. Background

The FRTIB is an independent Federal agency in the Executive Branch created by the Federal Employees'

Retirement System Act of 1986. The TSP is a retirement savings and investment plan for Federal civilian employees and members of the uniformed services that offers its participants the same type of savings and tax benefits that many private corporations offer their employees under I.R.C. §401(k) plans. The mission of the

FRTIB is to administer the TSP solely in the interest of participants and beneficiaries. The Federal Acquisition

Regulations (FAR) informs the Agency's procurement activities; however, as a non-appropriated fund Agency, it is not bound by the FAR. The TSP is the largest participant-directed defined contribution plan in the world.

The TSP's 4.6 million participants can make tax-deferred and Roth contributions to the Plan. Currently, participants can invest their employee and employer contributions in five indexed funds and five lifecycle funds, with current assets worth approximately $375 billion. The TSP is available only to Federal employees of the civilian service and members of the uniformed services; vested participants may leave their funds in the TSP after they leave service.

Purpose:

This Request for Information (RFI), as defined in Federal Acquisition Regulation (FAR) 15.201(e) is to gather information relevant to the Federal Retirement Thrift Investment Board’s (FRTIB’s) efforts to obtain an address locator/search service for its participants and beneficiaries, and identify the options that are currently available. The Government will use any information submitted as market research to better understand the capabilities of the industry.

Scope:

The FRTIB seeks a contractor that can provide a search service to obtain current addresses for Thrift

Savings Plan (TSP) participants and beneficiaries who have known bad addresses in the TSP recordkeeping database. The address search service shall research TSP participant and beneficiary address information in public and private databases to obtain the last known address and provide updated address information to FRTIB.

FRTIB is conducting market research to gain input on the following:

- Ability to safely receive and transmit electronically a large volume of Personally Identifiable

Information (PII) data and address records in a secure manner Ability to search and obtain the best current TSP participant and beneficiary addresses and provide data in United States Postal

Services format (includes international or military base addresses)

- Provide success rates of previous address locator search services performed (track record)

- Ability to run basic and more in-depth address locator searches for Participants and Beneficiaries

- Provide information about the types of address locator services offered for basic and more in-depth searches

- Alignment of solution to Business, Federal Enterprise Architecture, Privacy, and Security regulations

- Provide current pricing methodologies used for these services

- What type of information standard is considered standard data? Is there a price difference if email and phone numbers are also requested?

- What is the standard technical format that industry uses to submit data to government agencies?

Information obtained from this RFI will allow the FRTIB to identify and assess the costs, risks, re-wards, and other relevant factors associated with a Locator Service.

C. RFI Questions

Respondent organizations are requested to provide the following general information and answer all listed questions. Please limit your response to a maximum of 20 pages. This maximum excludes cover and separator pages, and any exhibits.

General Information

1. Provide the following information regarding your company:

a. Company name, address, and telephone.

b. Name, title, mailing address, telephone number, fax number, and e-mail ad-dress of contact person for this

RFI.

c. Company website(s)

2. [insert # questions / comments as necessary to allow FRTIB determine if a Request for Proposal (RFP) would be necessary in the future based on experience, legal matters, and pricing]

D. Submission

1. This information is due no later than June 28, 2019 at 6:00 pm. Please email responses to:

Alvitta.leffall@tsp.gov. In the subject line insert: Participant Address Locator and Verification Search TIB- 2019-RFI-0010 Services Attn: Alvitta Leffall Contracting Officer. All questions shall be directed to the primary POC.

Contracting Office Address:

77 K Street NE, Suite 10000

Washington, District of Columbia 20002

United States

Primary Point of Contact:

Jill McClenney

Jill.McCenney@tsp.gov

Phone: 202 864-8782

Secondary Point of Contact:

Alvitta Leffall

Contracting Officer alvitta.leffall@tsp.gov mailto:Jill.McCenney@tsp.gov mailto:alvitta.leffall@tsp.gov

Phone: 202-864-8581

Opportunity History

Original Synopsis

N/A