SOURCES SOUGHT
A -- FORM 5500 RESEARCH SUPPORT AND DATA ANALYSIS - DRAFT SOW
- Notice Date
- 2/15/2013
- Notice Type
- Sources Sought
- NAICS
- 541720
— Research and Development in the Social Sciences and Humanities
- Contracting Office
- Department of Labor, Office of the Assistant Secretary for Administration and Management, Procurement Services Center, S-4306 200 Constitution Avenue, NW, Washington, District of Columbia, 20210-0001, United States
- ZIP Code
- 20210-0001
- Solicitation Number
- DOL131RI21658
- Point of Contact
- Sheila J. Thompson,
- E-Mail Address
-
thompson.sheila@dol.gov
(thompson.sheila@dol.gov)
- Small Business Set-Aside
- N/A
- Description
- DRAFT SOW This sources sought announcement is for information and planning purposes only; this announcement is not a formal solicitation and not intended as a commitment by the Government. A contract may not be awarded as a result of this sources sought announcement. The Office of Procurement Services, on behalf of the Employee Benefits Security Administration, is seeking qualified and capable vendors to provide economic research and statistical services, with an emphasis on identifying capable HUBZone Small Business, Service-Disabled Veteran-Owned Small Business, and Small Business concerns. The Government intends to solicit and procure the required services under set-aside or full and open procedures supported by this source sought announcement. If at least two responsible SDVOSB, or HUBZone providers are determined by the Government to be capable of performing this requirement based on an evaluation of the capability packages submitted by Monday, 4 March, 2013 12:00 PM EST, the requirement will be solicited as a 100% for SDVOSB or HUBZone. If two or more SDVOSB or HUBZones are not found capable, and two or more small business have been identified that are capable of providing these services this requirement will be solicited as a 100% set-aside for small business concerns. If capability packages are not received from at least two responsible small business concerns in accordance with FAR Part 19 by the response date, or if the Government determines that no small business concerns in accordance with FAR Part 19 are capable of performing this requirement based upon an evaluation of the capability packages submitted; this requirement will be solicited under full and open competitive procedures. Only small businesses are to submit capability packages. Interested small business concerns capable of providing services under NAICS code 541720 with a size standard of $19M are encouraged to submit their capability packages. The capability packages for this sources sought market survey are not expected to be proposals, but rather statements regarding the company's existing experience in relation to the areas specified in the PWS. Capability packages must not exceed 15 pages and must be submitted electronically. All contractor questions must be submitted no later than February 22, 2013 at 10:00 AM EST. Small business concerns are to outline their experiences in the following: 1. Summarizing and analyzing Form 5500 data on defined contribution plans collected by the Department of Labor. Analysis of the data available on Schedules (and attachments to) C, D, H, I of the Form 5500. 2. ERISA laws and regulations relating to Form 5500 reporting. 3. Reporting requirements of investment advisers and other service providers to retirement plans. 4. Experience in analysis of the SEC IARD database, FINRA data and other data related to investment advisers and investment managers. Experience in matching these databases to Form 5500 data. 5. Analysis of data on direct and indirect fees and revenue sharing of investments used by retirement plans. 6. Experience in database administration, and providing database access to external customers either directly or via a web interface. Areas or tasks where a contractor does not have prior experience should be annotated as such. A written Request for Proposal (RFP) will be posted on or about 6 May 2013, depending on funding availability. The RFP must be retrieved and downloaded from FedBizOpps at www.fbo.gov. No hard copies of the RFP will be issued. All amendments will be posted and must be retrieved from this website. Responses to the RFP must be submitted by email to the POC identified below. No solicitation mailing list will be compiled. Contractors are responsible for all costs for submitting their capability packages. POC is Sheila Thompson, at Thompson.sheila@dol.gov.
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/spg/DOL/OASAM/WashingtonDC/DOL131RI21658/listing.html)
- Record
- SN02989475-W 20130217/130215234436-4dcba50be252fdcf1eb212f7004e6e9f (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
(may not be valid after Archive Date)
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