SOURCES SOUGHT
A -- PENSION ECONOMIC RESEARCH AND STATISTICAL ANALYSIS - DRAFT SOW
- Notice Date
- 3/24/2014
- 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, Office of Procurement Services, 200 Constitution Avenue, NW, S-4307, Washington, District of Columbia, 20210-0001, United States
- ZIP Code
- 20210-0001
- Solicitation Number
- DOL141RI21938
- Archive Date
- 4/24/2014
- 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 STATEMENT OF WORK 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 Wednesday, April 9, 2014 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 20 pages and must be submitted electronically. All contractor questions must be submitted no later than April 1, 2014 at 10:00 AM EST. Small business concerns are to outline their experiences in the following: 1. Analyzing the nation's policy challenges in the areas of retirement security and health care finances. Analyzing the role of employer provided health and retirement benefits in labor market, with a focus on retirement related issues, and (respectively) in health care markets and in markets for financial products and services. 2. Analyzing data related to private sector employee benefit plans, both retirement plans and also welfare plans. Experience in summarizing and analyzing existing household data sets and creating statistics and reports. Datasets to be familiar with and have worked with include: the Survey of Consumer Finance (SCF); the Health and Retirement Survey (HRS); the Current Population Survey (CPS); and the Survey of Income and Program Participation (SIPP) 3. Knowledge of ERISA laws and regulations and analysis of policy issues relating to ERISA covered benefit plans. 4. Summarizing and analyzing Form 5500 data collected by the Department of Labor as well as Form 5500 Research Files. Analysis of the data available on Schedules A, C, D, H, I, SB, and MB of the Form 5500. 5. ERISA laws and regulations relating to Form 5500 reporting. 6. Statistical analysis, preparing statistical reports, and generating documentation. 7. SAS or Stata programming language. 8. Conducting data collection activities, including surveys, focus groups and administrative data. Experience in preparing documents required for the related OMB Paperwork Reduction Act clearance process. 9. Organizing meetings, briefings, peer-review groups or research conferences. 10. Development of a microsimulation model of the nation's private pension system. 11. Financial economics, analysis of financial markets, portfolio allocation, and investment advice. 12. Literature reviews on retirement related issues and financial instruments. 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 9 May 2014, 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/DOL141RI21938/listing.html)
- Record
- SN03318678-W 20140326/140324234822-acf3ad2b08df754b85ec919e86613756 (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
(may not be valid after Archive Date)
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