Financial Management Systems Information Technology Support Services (FMS-ITSS)

Please see attached amendment to extend the Offer Due Date and incorporate the changes from the Q & As posted on June 7, 2018.
Also attached are the updated Task Order Requests for TO-01 and TO-02 to incorporate the changes from the Q & As posted on June 7, 2018. The only new updates not covered in the Q & As can be found on page 4 of TO-02 regarding PPS and TAS anticipated volume of releases.
Copies of Sections B, Section L and Section M of the RFP as well as both Task Order Requests with tracked changes and references to the Q & A question are attached for easy identification of the changes and cross reference to the Q & As..

Added: Jun 29, 2018 7:58 am Please see attached amendment to extend the Offer Due Date and incorporate the changes from the Q&As posted on June 7, 2018.


Also attached are the updated Task Order Requests for TO-01 and TO-02 to incorporate the changes from the Q&As posted on June 7, 2018.  The only new updates not covered in the Q&As can be found on page 4 of TO-02 regarding PPS and TAS anticipated volume of releases.


Copies of Sections B, Section L and Section M of the RFP as well as both Task Order Requests with tracked changes and references to the Q&A question are attached for easy identification of the changes and cross reference to the Q&As.

Please see attached amendment to extend the Offer Due Date..

Added: Jun 13, 2018 2:43 pm Please see attached amendment to extend the Offer Due Date.

RFP - Please see attached RFP for the Finanaical Management Systems Information Technology Support Services (FMS-ITSS) IDIQ.
Attachments - Due to the sensitive nature of some of the attachments listed in Section J, all requests for copies of those attachments shall be sent to Dan Swart at swart.dan@pbgc.gov and Patrick McFarlane at mcfarlane.patrick@pbgc.gov. The attachments will be sent via a secure file delivery system..

Added: May 15, 2018 12:44 pm RFP - Please see attached RFP for the Finanaical Management Systems Information Technology Support Services (FMS-ITSS) IDIQ.


Attachments - Due to the sensitive nature of some of the attachments listed in Section J, all requests for copies of those attachments shall be sent to Dan Swart at swart.dan@pbgc.gov and Patrick McFarlane at mcfarlane.patrick@pbgc.gov.  The attachments will be sent via a secure file delivery system.  

The Government has concluded the assessments of prospective offerors' responses to the FMS-ITSS Advisory Multi-Step Request.
The following is the the list of potential offerors (the company identified as the prime) determined to be viable to compete under FMS-ITSS and did not indicate a desire to be excluded from the published list.
- Booz Allen Hamilton
- Aderas
The anticipated milestones are updated as follows:
RFP Release: Mid to late April
Proposals Due: 30 Days after Release
Award: Late June
.

Added: Apr 09, 2018 7:14 pm The Government has concluded the assessments of prospective offerors’ responses to the FMS-ITSS Advisory Multi-Step Request.


The following is the the list of potential offerors (the company identified as the prime) determined to be viable to compete under FMS-ITSS and did not indicate a desire to be excluded from the published list.


- Booz Allen Hamilton
- Aderas





The anticipated milestones are updated as follows:


RFP Release:  Mid to late April


Proposals Due:  30 Days after Release


Award: Late June

1. Description
This Advisory Multi-Step (AMS) related to Financial Management Systems Information Technology Support Services (FMS-ITSS), is issued under the authority of FAR 15.202, Advisory Multi-Step Process.
2. Introduction
The objective of this effort is to obtain contractor information technology (IT) systems engineering support services via a single-award, indefinite delivery/indefinite quantity (IDIQ) contract. PBGC is seeking to contract for technical support and systems development for PBGC's financial management IT systems.
3. ITES-3S Scope
The scope consists of system engineering services in the support of financial management systems (FMS) to include development, modernization, enhancement (DME), steady state (SS)/Operations and Maintenance (O & M), and professional advisory/consulting services necessary to PBGC. The scope of the effort will also include support for additional systems added to the FMS inventory or developed to replace FMS systems as those systems are identified and implemented in the future and require similar services.
The FMS currently consist of the following:
- My Plan Administration Account (MyPAA) - This web application enables premium filings and payments to be electronically submitted to PBGC and provides other related services.
- Premium and Practitioner System (PPS) - Automates the premium filing processes and facilitates premium filing, collection, and enforcement services. PPS is effectively PBGC's accounts receivable sub-ledger for premium payments as well as processor for premium filings and plan management.
- Consolidated Financial System (CFS) - The CFS addresses the PBGC's budgetary, fiscal, financial, management, and reporting needs for the enterprise revolving fund, trust accounting, and consolidated financial operations.
- Trust Accounting Systems (TAS) - The TAS is comprised of the commercial off-the-shelf (COTS) product, Eagle Accounting and Data Management Solution (ADMS), and is hosted by Eagle Investment Systems LLC. The TAS is predominantly used for the financial reporting of the assets of plans terminated by PBGC prior to PBGC's trusteeship (non-commingled) and the management and financial reporting of assets of plans trusteed by PBGC once they have been transferred to PBGC's custodian bank (commingled).
Detailed descriptions can be found in the attached Draft SOO.
4. Advisory Multi-Step
The AMS process is conducted to allow potential prime contractors to submit qualifying documentation demonstrating corporate qualifications that will allow the Government to advise them about their potential to be viable competitors for the FMS-ITSS acquisition. This AMS process asks potential interested offerors to submit limited information that focuses on the offeror's (1) corporate capability, and (2) corporate experience.
The Government will evaluate all responses in accordance with the following criteria and advise each respondent in writing either that it will be invited to participate in the resultant acquisition or, based on the information submitted, that it is unlikely to be a viable competitor (including a general basis for that opinion). Notwithstanding the advice provided by the Government, offerors identified as unlikely to be viable competitors as prime contractors may still participate in the resultant acquisition. The AMS process is entirely independent of the source selection process for the FMS-ITSS awardee. While the outcome of the AMS process does not preclude any interested offeror from submitting a proposal under the FMS-ITSS Solicitation, offerors who are determined to not be viable are suggested to consider teaming or subcontracting with another viable offeror.
In the interest of promoting small business participation and teaming arrangements, the Government intends to publish the list of potential offerors (the company identified as the prime) determined to be viable to compete under FMS-ITSS and invited to participate in the resultant acquisition. The list will be published on the FedBizOpps website as identified below upon release of written notifications of the results of the AMS evaluation. If an offeror does not wish to be published in this list of viable offerors, it must state so in its AMS submission.
5. Submission Instructions
5.1 References
To obtain further information regarding FMS-ITSS, view all the documents (e.g., Draft PWS and Reference Publications) attached to the FedBizOpps (FBO) web site: https://www.fbo.gov (Solicitation: APP_2017-0034).
5.2 Format for Submissions
Potential prime contractors are requested to provide the information outlined below. Information beyond that requested or beyond page limitations set forth is neither desired, nor will it be considered in the assessment.
All page limitations are based on single sided pages, 8.5 x 11 inch paper, single spaced, Arial typeface no smaller than 12-point (smaller fonts are acceptable for graphics, figures, tables, footnotes and legends), 1 inch margins.
Costly, complex presentations are neither required nor desired.
5.2.1 Submission Date, Time and Location
Electronic submissions should be received no later than 5:00 p.m. Eastern Standard Time on 27 February 2018 at the following email addresses:
swart.dan@pbgc.gov
mcfarlane.patrick@pbgc.gov
5.3 Content Requirements
All submissions must include the information described in Sections 5.3.1 through 5.3.2. Note that content which exceeds the specified page limits may not be considered by the Government in conducting the AMS viability assessment.
The response must be sufficient to permit an assessment of each criteria.
5.3.1 Corporate Capability
Provide a corporate capability statement discussing why your company/team is well qualified to perform on the FMS-ITSS acquisition to include topics such as but not limited to: domain expertise in both IT and financial management, organizational structure, management philosophy, team management, corporate certifications, and tools (e.g. systems, facilities, training plans, etc.). Indicate business size (i.e., large business, small business), in accordance with the assigned NAICS code, 541519 (Other Computer Related Services).
***Page limit for this section is not to exceed four pages.***
5.3.2 Experience
Identify up to three recent contracts performed by the potential prime contractor and major subcontractors for large award IDIQs, contracts for task areas and work found in Section 3 of the Draft SOO, and/or similar in scope and complexity to FMS-ITSS. Recent project/contracts are defined as prime contracts, task orders, delivery orders, or subcontracts where services or deliverables were performed or still being performed anytime within three years of issuance of this AMS.
a) For each identified contract, provide the following (this information may be provided in table format):
Contract number
Contract name
Contract type
Type of service (DME, O & M, or advisory/consulting)
Performance based (Y or N)
Total contract value
Total obligation amount to date
Status on contract (prime or subcontractor).
If work was performed as a subcontractor, identify the percentage of work performed that is similar to the FMS-ITSS scope of work.
Summary of the contract (include depth and breadth of the work performed relevant to FMS-ITSS to include performance measures, innovative approaches, major accomplishments, )
b) For performance-based contracts, provide three performance requirement standards (PRS) that have been applied to the identified contracts. The response should be specific and show the target standard and performance threshold that are set forth under the applicable contracts as well as method of surveillance. Explain how the PRSs are tied to the achievement of the clients' underlying business/mission objectives.
c) While the primary objective of this section is to understand the potential prime contractor and major subcontractor's experience with contracts of similar scope and complexity to FMS-ITSS, the Government may also utilize the Past Performance Information Retrieval System (PPIRS) to identify any adverse past performance issues that might indicate increased viability risk.
***Page limit for this section is not to exceed six pages.***
6. Evaluation of the AMS Submissions
The Government will evaluate viability based an assessment of the following criteria:
Corporate Capability
Corporate Experience
7. Disclaimer
This presolicitation notice does not constitute a solicitation. Potential offerors are solely responsible for all expenses associated with responding to this presolicitation notice and will not be reimbursed by the Government.
.

Added: Feb 15, 2018 12:20 pm 1. Description 
This Advisory Multi-Step (AMS) related to Financial Management Systems Information Technology Support Services (FMS-ITSS), is issued under the authority of FAR 15.202, Advisory Multi-Step Process. 

2. Introduction 
The objective of this effort is to obtain contractor information technology (IT) systems engineering support services via a single-award, indefinite delivery/indefinite quantity (IDIQ) contract. PBGC is seeking to contract for technical support and systems development for PBGC’s financial management IT systems.
3. ITES-3S Scope 
The scope consists of system engineering services in the support of financial management systems (FMS) to include development, modernization, enhancement (DME), steady state (SS)/Operations and Maintenance (O&M), and professional advisory/consulting services necessary to PBGC. The scope of the effort will also include support for additional systems added to the FMS inventory or developed to replace FMS systems as those systems are identified and implemented in the future and require similar services.
The FMS currently consist of the following:
- My Plan Administration Account (MyPAA) - This web application enables premium filings and payments to be electronically submitted to PBGC and provides other related services.
- Premium and Practitioner System (PPS) - Automates the premium filing processes and facilitates premium filing, collection, and enforcement services. PPS is effectively PBGC’s accounts receivable sub-ledger for premium payments as well as processor for premium filings and plan management. 
- Consolidated Financial System (CFS) - The CFS addresses the PBGC’s budgetary, fiscal, financial, management, and reporting needs for the enterprise revolving fund, trust accounting, and consolidated financial operations.
- Trust Accounting Systems (TAS) - The TAS is comprised of the commercial off-the-shelf (COTS) product, Eagle Accounting and Data Management Solution (ADMS), and is hosted by Eagle Investment Systems LLC.  The TAS is predominantly used for the financial reporting of the assets of plans terminated by PBGC prior to PBGC’s trusteeship (non-commingled) and the management and financial reporting of assets of plans trusteed by PBGC once they have been transferred to PBGC’s custodian bank (commingled).
Detailed descriptions can be found in the attached Draft SOO.
4. Advisory Multi-Step 
The AMS process is conducted to allow potential prime contractors to submit qualifying documentation demonstrating corporate qualifications that will allow the Government to advise them about their potential to be viable competitors for the FMS-ITSS acquisition. This AMS process asks potential interested offerors to submit limited information that focuses on the offeror's (1) corporate capability, and (2) corporate experience. 

The Government will evaluate all responses in accordance with the following criteria and advise each respondent in writing either that it will be invited to participate in the resultant acquisition or, based on the information submitted, that it is unlikely to be a viable competitor (including a general basis for that opinion). Notwithstanding the advice provided by the Government, offerors identified as unlikely to be viable competitors as prime contractors may still participate in the resultant acquisition. The AMS process is entirely independent of the source selection process for the FMS-ITSS awardee. While the outcome of the AMS process does not preclude any interested offeror from submitting a proposal under the FMS-ITSS Solicitation, offerors who are determined to not be viable are suggested to consider teaming or subcontracting with another viable offeror. 

In the interest of promoting small business participation and teaming arrangements, the Government intends to publish the list of potential offerors (the company identified as the prime) determined to be viable to compete under FMS-ITSS and invited to participate in the resultant acquisition. The list will be published on the FedBizOpps website as identified below upon release of written notifications of the results of the AMS evaluation. If an offeror does not wish to be published in this list of viable offerors, it must state so in its AMS submission. 

5. Submission Instructions 

5.1 References 
To obtain further information regarding FMS-ITSS, view all the documents (e.g., Draft PWS and Reference Publications) attached to the FedBizOpps (FBO) web site: https://www.fbo.gov (Solicitation: APP_2017-0034). 

5.2 Format for Submissions 
Potential prime contractors are requested to provide the information outlined below. Information beyond that requested or beyond page limitations set forth is neither desired, nor will it be considered in the assessment. 

All page limitations are based on single sided pages, 8.5 x 11 inch paper, single spaced, Arial typeface no smaller than 12-point (smaller fonts are acceptable for graphics, figures, tables, footnotes and legends), 1 inch margins. 

Costly, complex presentations are neither required nor desired. 

5.2.1 Submission Date, Time and Location 
Electronic submissions should be received no later than 5:00 p.m. Eastern Standard Time on 27 February 2018 at the following email addresses: 

swart.dan@pbgc.gov
mcfarlane.patrick@pbgc.gov

5.3 Content Requirements 
All submissions must include the information described in Sections 5.3.1 through 5.3.2. Note that content which exceeds the specified page limits may not be considered by the Government in conducting the AMS viability assessment. 

The response must be sufficient to permit an assessment of each criteria. 

5.3.1 Corporate Capability 
Provide a corporate capability statement discussing why your company/team is well qualified to perform on the FMS-ITSS acquisition to include topics such as but not limited to: domain expertise in both IT and financial management, organizational structure, management philosophy, team management, corporate certifications, and tools (e.g. systems, facilities, training plans, etc.). Indicate business size (i.e., large business, small business), in accordance with the assigned NAICS code, 541519 (Other Computer Related Services). 

***Page limit for this section is not to exceed four pages.*** 

5.3.2 Experience 
Identify up to three recent contracts performed by the potential prime contractor and major subcontractors for large award IDIQs, contracts for task areas and work found in Section 3 of the Draft SOO, and/or similar in scope and complexity to FMS-ITSS. Recent project/contracts are defined as prime contracts, task orders, delivery orders, or subcontracts where services or deliverables were performed or still being performed anytime within three years of issuance of this AMS. 

a) For each identified contract, provide the following (this information may be provided in table format): 
Contract number 
Contract name 
Contract type 
Type of service (DME, O&M, or advisory/consulting)
Performance based (Y or N) 
Total contract value
Total obligation amount to date 
Status on contract (prime or subcontractor). 
If work was performed as a subcontractor, identify the percentage of work performed that is similar to the FMS-ITSS scope of work. 
Summary of the contract (include depth and breadth of the work performed relevant to FMS-ITSS to include performance measures, innovative approaches, major accomplishments, ) 

b) For performance-based contracts, provide three performance requirement standards (PRS) that have been applied to the identified contracts. The response should be specific and show the target standard and performance threshold that are set forth under the applicable contracts as well as method of surveillance. Explain how the PRSs are tied to the achievement of the clients' underlying business/mission objectives. 

c) While the primary objective of this section is to understand the potential prime contractor and major subcontractor's experience with contracts of similar scope and complexity to FMS-ITSS, the Government may also utilize the Past Performance Information Retrieval System (PPIRS) to identify any adverse past performance issues that might indicate increased viability risk. 

***Page limit for this section is not to exceed six pages.*** 

6. Evaluation of the AMS Submissions 
The Government will evaluate viability based an assessment of the following criteria: 
Corporate Capability 
Corporate Experience 

7. Disclaimer 
This presolicitation notice does not constitute a solicitation. Potential offerors are solely responsible for all expenses associated with responding to this presolicitation notice and will not be reimbursed by the Government. 

Updated anticipated milestones and anticipated acquisition strategy are as follows:
RFP Release: Mid-March
Proposals Due: Mid-April
Award: Mid-June
Full and Open Competition
Period of Performance: July 2018 - July 2023 (Base Year Plus four Option Years)
Contract Types: Firm Fixed Price, Labor Hour and Time & Materials
Anticipated Technical Evaluation Factors:
- Technical Approach and Understanding of Requirements
- Organizational Experience and Past Performance
- Staffing and Key Personnel
- Task Order Management
- Quality Control
- Small Business Subcontracting Plan
Feedback and/or questions are welcome on these updates especially regarding the following:
1) Is 30 days sufficient to respond to the RFP? PBGC intends to issue a draft RFP prior to Mid-March
2) What are the best practices in utilizing the anticipated contract types to best incentivize the contractor to provide innovation, creativity and efficiencies on task orders especially on development and modernization tasks?
3) Are there specific examples of how fixed price award fees, performance incentives or delivery incentives promoted innovation, creativity and efficiencies in an economical and timely manner on relevant tasks? Also, please identify the applicable objectively measurable tasks and/or targets to be considered for anticipated task orders.
3) PBGC intends to require offerors to respond to a sample IT system operations and maintenance task order as well as a sample development and modernization task order. Are there other suggestions on best practices to evaluate an offeror's ability to execute these two types of tasks besides past performance?
4) Are there any other evaluation factors that would allow PBGC to distinguish the most qualified contractor offering the best value?.

Added: Jan 17, 2018 6:50 pm Updated anticipated milestones and anticipated acquisition strategy are as follows:

RFP Release:  Mid-March
Proposals Due:  Mid-April
Award: Mid-June

Full and Open Competition

Period of Performance:  July 2018 - July 2023 (Base Year Plus four Option Years)

Contract Types:  Firm Fixed Price, Labor Hour and Time & Materials
 
Anticipated Technical Evaluation Factors:
- Technical Approach and Understanding of Requirements
- Organizational Experience and Past Performance
- Staffing and Key Personnel
- Task Order Management
- Quality Control
- Small Business Subcontracting Plan

Feedback and/or questions are welcome on these updates especially regarding the following:
1)  Is 30 days sufficient to respond to the RFP?  PBGC intends to issue a draft RFP prior to Mid-March
2)  What are the best practices in utilizing the anticipated contract types to best incentivize the contractor to provide innovation, creativity and efficiencies on task orders especially on development and modernization tasks?  
3)  Are there specific examples of how fixed price award fees, performance incentives or delivery incentives promoted innovation, creativity and efficiencies in an economical and timely manner on relevant tasks?  Also, please identify the applicable objectively measurable tasks and/or targets to be considered for anticipated task orders.
3)  PBGC intends to require offerors to respond to a sample IT system operations and maintenance task order as well as a sample development and modernization task order.  Are there other suggestions on best practices to evaluate an offeror’s ability to execute these two types of tasks besides past performance?
4)  Are there any other evaluation factors that would allow PBGC to distinguish the most qualified contractor offering the best value?

Answers to Questions Received to date:
Is there an incumbent on this contract?
No. The anticipated IDIQ is a new effort by PBGC however, current contracts are anticipated to transition into Task Orders under this IDIQ. These contracts include the following:
Booz Allen Hamilton, Inc., PBGC01-DO-13-0029, 04/13-03/18, $10.2M
Booz Allen Hamilton, Inc., PBGC01-FA-17-0002, 12/16-12/18, $3.5M
Booz Allen Hamilton, Inc., PBGC01-FA-15-0005, 02/15-02/20, $3.2M/$6.4M
Booz Allen Hamilton, Inc., PBGC01-FA-16-0001, 10/15-09/20, $3.2M/$18.0M
Whether companies from Outside the USA can apply for this?
No. Only US-based companies

Whether we need to come over there for meetings?
Currently all work is conducted at the PBGC government site. There is potential for some work to be conducted a contractor sites but it is anticipated that the majority of work will still be conducted from the government site.

Can [the contractor] perform the tasks (related to the RFP) outside the USA?
No. All work must be conducted from within the USA and primarily government site. See response above.

Can we submit proposal via email?
This is not a request for proposals. Any responses, capability statements and/or answers to RFI Questions may be submitted via email. Instructions for responses to the anticipated Request for Proposals have not been developed.

.

Added: Sep 28, 2017 2:30 pm Answers to Questions Received to date:

Is there an incumbent on this contract?
No.  The anticipated IDIQ is a new effort by PBGC however, current contracts are anticipated to transition into Task Orders under this IDIQ.  These contracts include the following:
Booz Allen Hamilton, Inc., PBGC01-DO-13-0029, 04/13-03/18, $10.2M
Booz Allen Hamilton, Inc., PBGC01-FA-17-0002, 12/16-12/18, $3.5M
Booz Allen Hamilton, Inc., PBGC01-FA-15-0005, 02/15-02/20, $3.2M/$6.4M
Booz Allen Hamilton, Inc., PBGC01-FA-16-0001, 10/15-09/20, $3.2M/$18.0M

Whether companies from Outside the USA can apply for this?
No. Only US-based companies

Whether we need to come over there for meetings?
Currently all work is conducted at the PBGC government site. There is potential for some work to be conducted a contractor sites but it is anticipated that the majority of work will still be conducted from the government site.

Can [the contractor] perform the tasks (related to the RFP) outside the USA?
No. All work must be conducted from within the USA and primarily government site. See response above.

Can we submit proposal via email?
This is not a request for proposals.  Any responses, capability statements and/or answers to RFI Questions may be submitted via email.  Instructions for responses to the anticipated Request for Proposals have not been developed.

DRAFT Instructions to Offerors, Evaluation Method and Clauses will be posted as a modification to this RFI posting when they are ready to be shared..

Added: Aug 29, 2017 8:58 pm DRAFT Instructions to Offerors, Evaluation Method and Clauses will be posted as a modification to this RFI posting when they are ready to be shared.

This is a Request for Information (RFI) issued for market research purposes only.
PBGC intends to issue a single-award, multi-year IDIQ to a vendor for information technology (IT) support services for its financial systems (described in the attached draft statement of objectives). This includes development, modernization and enhancement activities as well as steady-state operations and maintenance of those financial systems.
The proposed target date for award is in March of 2018.
In an effort to develop a thorough solicitation, PBGC requests that interested vendors please review the attached presolicitation questions and draft documentation and provide any recommendations or feedback on ways to improve a potential solicitation.
Solicitations are not available at this time and requests for a solicitation will not receive a response. This notice does not constitute a commitment by the Government, implied or otherwise, that the Government will take any procurement action in this matter. The Government will not be responsible for any costs incurred by respondents or others in furnishing information in response to this RFI..

Added: Aug 29, 2017 8:51 pm This is a Request for Information (RFI) issued for market research purposes only.


PBGC intends to issue a single-award, multi-year IDIQ to a vendor for information technology (IT) support services for its financial systems (described in the attached draft statement of objectives). This includes development, modernization and enhancement activities as well as steady-state operations and maintenance of those financial systems.

The proposed target date for award is in March of 2018.
In an effort to develop a thorough solicitation, PBGC requests that interested vendors please review the attached presolicitation questions and draft documentation and provide any recommendations or feedback on ways to improve a potential solicitation. 

Solicitations are not available at this time and requests for a solicitation will not receive a response. This notice does not constitute a commitment by the Government, implied or otherwise, that the Government will take any procurement action in this matter. The Government will not be responsible for any costs incurred by respondents or others in furnishing information in response to this RFI.