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FBO DAILY - FEDBIZOPPS ISSUE OF SEPTEMBER 10, 2017 FBO #5770
DOCUMENT

U -- Retirement Seminar - San Diego - Attachment

Notice Date

9/8/2017
 

Notice Type

Attachment
 

NAICS

541612 — Human Resources Consulting Services
 

Contracting Office

Department of Veterans Affairs;Veterans Benefits Administration;Office of Acquisition;1800 G. Street N.W.;Washington DC 20006
 

ZIP Code

20006
 

Solicitation Number

VA101V17Q0472
 

Response Due

9/20/2017
 

Archive Date

11/4/2017
 

Point of Contact

Kevin Searles
 

Small Business Set-Aside

N/A
 

Description

COMBINED SYNOPSIS SOLICITATION This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued. The government anticipates award of a single firm fixed price contract. A quotation is not an offer and, consequently, cannot be accepted by the Government to form a binding contract. Therefore, issuance by the Government of an order in response to a supplier s quotation does not establish a contract. The order is an offer by the Government to the supplier to buy certain supplies or services upon specified terms and conditions. A contract is established when the supplier accepts the offer. Solicitation VA101V-17-Q-0472 is issued as a request for quote (RFQ). The solicitation incorporates provisions and clauses in effect through Federal Acquisition Circular 2005-95, effective Jan. 13, 2017. The combined synopsis/solicitation is set aside for Service-Disabled Veteran-Owned Small Business (SDVOSB) concerns only. Only quotes submitted by Service Disabled Veteran Owned Small Business concerns will be accepted by the Government. Any quote that is submitted by a contractor that is not a verified Service Disabled Veteran Owned Small Business in VIP will not be considered for award. The applicable NAICS Code for this solicitation is 541612 and the Small Business Size limitation is $15M. Offers from SDVOSB concerns must be registered and verified in the Center for Verification and Evaluation (CVE) Vendor Information Pages (VIP) website at https://www.vip.vetbiz.gov/ at the time and date set for receipt of offers and at the time and date of award to be considered for award. Offers from SDVOSB concerns that are not registered shall be rejected as non-responsive and shall not be considered for award. The contractor shall provide all labor, materials, transportation, and equipment necessary for a One-day Retirement Seminar Maximum 50 Participants and 1- ­hour webinar and 15- ­minute Q&A session for 50 participants, as required by the Statement of Work. All work to be completed at the San Diego VBA Regional Office, at 8810 Rio San Diego Drive, San Diego, CA 92108-1622. Please provide pricing for Line Item 0001: ITEM # DESCRIPTION OF SUPPLIES/SERVICES QTY UN UNIT PRICE AMOUNT 0001 Contractor shall provide all labor, materials, transportation, and equipment necessary for the installation of data drops, phone connections, and cabling per the Statement of Work. 1.00 JB ______________ ______________ SPECIFIC MANDATORY TASKS AND ASSOCIATED DELIVERABLES Description of Requirement Statement of Work (see attached SOW document for additional details) This project calls for the contractor to provide a One-day Retirement Seminar Maximum 50 Participants and 1- ­hour webinar and 15- ­minute Q&A session for 50 participants. A one-day in person class covering FERS, FERS-RAE, FERS-FRAE retirement systems for employees and spouse as appropriate (spouse attendance should not result in additional charge) utilizing PowerPoint and lecture. For the virtual class each attendee will may use any electronic device, from cell phone to computer. This in-person and virtual course should include information on several different retirement options and eligibility requirements; discuss what constitutes creditable service stressing the impact of having deposit service, redeposit service and military service and not making the deposits/redeposit; explanation of what is used in determining high-3 average salary and a comprehensive dialog of how annuities are computed. It must cover death benefits with extensive discussion explaining elections; who is eligible, what happens if the retiree s spouse pre-deceases the retiree, what happens if the retiree marries after retirement, who qualifies as an insurable interest, the cost of a survivor benefit versus leaving life insurance, and the need to maintain a survivor benefit to retain FEHB for the non-federal surviving spouse; children s benefits, what the age limits are for these benefits, what benefits are payable if a child is disabled, who receives the money if the child is a minor; Cost of Living Adjustments; FERS annuity supplement and CSRS Voluntary Contributions as applicable, including a discussion of who is entitled to receive these, and how employees can estimate the financial benefits; returning to federal service as a re-employed annuitant and the impact of the decision upon the annuitant s salary; Thrift Savings Plan eligibility, investments, Roth vs traditional, loans, post-separation options, tax consequences, and appropriate retirement planning. General Federal benefits will also be included in each class (to include FEGLI, FEHB, FEDVIP, FLTCI, and FSAs. Participants for the in-person class must have the opportunity to ask questions at any time during the presentations. For the virtual class each attendee will receive a 15-minue Q&A session at the end of the presentation. For the in-person class, the company will provide each attendee with a comprehensive handbook to keep and be provided contact information in the event they have questions after the class. There must not be a charge for follow-up questions and no time limit during which to ask them. For the virtual class each attendee will receive his/her own personal log-in link. Participants may use any electronic device, from cell phone to computer. A classroom/auditorium with audiovisual setup to support PowerPoint presentation will be made available to selected company. This includes screen and LCD overhead projector with applicable cords, a white board or easel, and a microphone depending upon the size and acoustics of our training location. The selected company cannot sell any type of financial products or request employee s private information. Period of Performance: The contractor must complete the work within 90 calendar days or less After Receipt of Order (ARO). viii. FAR 52.212-1, Instructions to Offerors Commercial Items (JAN 2017), applies to this solicitation. The following provisions are added as addenda: 52.204-7 System for Award Management. 52.204-16 Commercial and Government Entity Code Reporting (JUL 2016) 52.204-17 Ownership of Control of Offeror (JUL 2016) 52.204-20 Predecessor of Offeror (APR 2016) 52.204-22 Alternative Line Item Proposal (JAN 2017) 52.225-25 Prohibition on Contracting Within Entities Engaging in Certain Activities or Transactions Relating to Iran-Representation and Certifications (Oct 2015) 52.252-1 Solicitation Provisions Incorporated By Reference (FEB 1998) 852.270-1 Representatives of Contracting Officers (JAN 2008) (End of Addendum to 52.212-1) FAR 52.212-2, Evaluation Commercial Items, applies to this solicitation. The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price as the only factor considered. Submission of Offers: Offers are due no later than September 20, 2017 by 12:00 PM PST. Offers shall be submitted electronically to kevin.searles2@va.gov. The email subject line must contain the following: Quote in Response to VA101V-17-Q-0472, San Diego Retirement Training. Offers shall be based on the requirements of the solicitation, and must contain the following: A cover page including the following information: Business Name, Socioeconomic category (i.e. SDVOSB, VOSB), Address, DUNS Number, Name, Phone number, and email address for the Primary Point of Contact, Tax Identification Number (TIN), and any GSA/SEWP contract number if applicable to this solicitation. Completed project pricing IAW the above Line Item 0001 Acknowledgement of any amendments (if applicable). Solicitation Questions: Questions of a technical nature shall be submitted to the Contracting Officer in writing via e-mail. Oral questions of a technical nature are not acceptable due to the possibility of misunderstanding or misinterpretation. The cut-off date and time for receipt of questions is September 13, 2017 by 12:00 PM PST. Questions received after this date and time may not be answered. Questions will be answered in a formal amendment to the solicitation so all interested parties can see the answers. Amendments: Amendments to this solicitation will be posted at http://www.fedbizopps.gov(FBO). Paper copies of the amendments will NOT be individually mailed. By registering to receive notifications on FBO, offerors will be notified by email of any new amendments that have been issued. No other notification of amendments will be provided. Potential Offerors are advised that they are responsible for obtaining and acknowledging any amendments to the solicitation. Failure to acknowledge an amendment may result in your offer being considered unacceptable. FAR 52.212-3, Offeror Representations and Certifications Commercial Items (DEC 2016) applies to this solicitation. The offeror has completed the annual representations and certifications electronically via the SAM website access through http://www.acquisition.gov. After reviewing the SAM database information, the offeror verifies by submission of this offer that the representations and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications Commercial Items, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs ____________. FAR 52.212-4, Contract Terms and Conditions Commercial Items (JAN 2017) applies to this solicitation. The following provisions clauses are added as addenda: 52.204-9 Personal Identity Verification of Contractor Personnel (JAN 2011) 52.204-13 System for Award Management Maintenance (OCT 2016) 52.204-18 Commercial and Government Entity Code Maintenance (JULY 2016) 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Dec 2013) 52.252-2 Clauses Incorporated by Reference (FEB 1998) 852.203-70 Commercial Advertising (JAN 2008) 852.219-10 VA Notice of Total Service-Disabled Veteran-Owned Small Business Set-Aside (DEC2009) LIMITATIONS ON SUBCONTRACTING-- MONITORING AND COMPLIANCE (JUN 2011) This solicitation includes VAAR 852.219-10 VA Notice of Total Service-Disabled Veteran-Owned Small Business Set-Aside. Accordingly, any contract resulting from this solicitation will include this clause. The contractor is advised in performing contract administration functions, the CO may use the services of a support contractor(s) retained by VA to assist in assessing the contractor's compliance with the limitations on subcontracting or percentage of work performance requirements specified in the clause. To that end, the support contractor(s) may require access to contractor's offices where the contractor's business records or other proprietary data are retained and to review such business records regarding the contractor's compliance with this requirement. All support contractors conducting this review on behalf of VA will be required to sign an Information Protection and Non-Disclosure and Disclosure of Conflicts of Interest Agreement to ensure the contractor's business records or other proprietary data reviewed or obtained in the course of assisting the CO in assessing the contractor for compliance are protected to ensure information or data is not improperly disclosed or other impropriety occurs. Furthermore, if VA determines any services the support contractor(s) will perform in assessing compliance are advisory and assistance services as defined in FAR 2.101, Definitions, the support contractor(s) must also enter into an agreement with the contractor to protect proprietary information as required by FAR 9.505-4, obtaining access to proprietary information, paragraph (b). The contractor is required to cooperate fully and make available any records as may be required to enable the CO to assess the contractor's compliance with the limitations on subcontracting or percentage of work performance requirement. 852.232-72 Electronic Submission of Payment Requests (Nov 2012) 852.237-70 Contractor Responsibilities (APR 1984) 852.246-71 Inspection (JAN 2008) (End of Addendum to 52.212-4) 52.212-5, Terms and Conditions Required to Implement Executive Orders Commercial Items (JAN 2017), applies to this solicitation. The following provisions and clauses are selected as appropriate to this solicitation: Paragraph a clauses applicable: (1) 52.203-19 Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (JAN 2017) (2) 52.209-10 Prohibition on Contracting with Inverted Domestic Corporations (NOV 2015) (3) 52.233-3 Protest After Award (AUG 1996) (31 U.S.C. 3553). (4) 52.233-4 Applicable Law for Breach of Contract Claim (OCT 2004) Paragraph b clauses applicable: (4) 52.204-10 Reporting Executive Compensation and First Tier Subcontract Awards (OCT 2016) (8) 52.209-6 Protecting the Government's Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (Oct 2015) (22) 52.219-28 Post-Award Small Business Program Representation (Jul 2013) (25) 52.222-3 Convict Labor (June 2003) (26) 52.222-19 Child Labor Cooperation with Authorities and Remedies (OCT 2016) (27) 52.222-21 Prohibition of Segregated Facilities (APR 2015) (28) 52.222-26 Equal Opportunity (SEP 2016) (30) 52.222-36 Equal Opportunity for Workers with Disabilities (JUL 2014) (33)(i) 52.222-50 Combating Trafficking in Persons (MAR 2015) (44) 52.223-18 Encouraging Contractor Policies to Ban Text Messaging While Driving (AUG 2011) (51) 52.225-13 Restrictions on Certain Foreign Purchases (JUN 2008) (58) 52.232-34 Payment by Electronic Funds Transfer--Other than System for Award Management (JUL 2013) Paragraph c clauses applicable: (2) 52.222-41 Service Contract Labor Standards (MAY 2014) (3) 52.222-42 Statement of Equivalent Rates for Federal Hires (MAY 2014) (THIS IS NOT A WAGE DETERMINATION) EMPLOYEE CLASS WAGE + FRINGE BENEFITS 15095 - Technical Instructor/Course Developer $33.68 + fringe (8) 52.222-55 Minimum Wages Under Executive Order 13658 (DEC 2015) (9) 52.222-62 Paid Sick Leave Under Executive Order 13706 (JAN 2017) Additional Contract Requirements or terms and conditions: Wage Determination 15-5636 (Rev.-5), dated 8/8/2017, is incorporated into this contract by reference and can be found at the following link: https://www.wdol.gov/sca.aspx. Defense Priorities and Allocations Systems and assigned rating: N/A Offers are due no later than September 20, 2017 by 12:00 PM PST. Offers shall be submitted electronically to kevin.searles2@va.gov. The email subject line must contain the following: Quote in Response to VA101V-17-Q-0472, San Diego Retirement Training. Vendors bear the burden of ensuring that quotes, and any applicable amendments, are emailed on time. All pages of the quote must be emailed before the deadline specified in this solicitation. Failure to provide any of the required information or the providing of inadequate or unclear information may result in the offer being considered unacceptable. Federal Acquisition Regulations require that federal contractors register in the System for Award Management (SAM) database at http://www.sam.gov and enter all mandatory information into the system. Award cannot be made until the contractor has registered. For additional information, please contact the Contracting Officer, Kevin Searles at (713) 203-2301, or via e-mail to kevin.searles2@va.gov. COMPLETE STATEMENT OF WORK FOLLOWS RETIREMENT SEMINAR TRAINING STATEMENT OF WORK 8/9/2017 1. GENERAL INFORMATION 1.1 Title of Project: One-day Retirement Seminar Maximum 50 Participants and 1- ­hour webinar and 15- ­minute Q&A session for 50 participants. 1.2 Site Address: 8810 Rio San Diego Drive, San Diego, CA 92108-1622 1.3 Project Manager (PM): TBD 1.4 Contracting Officer: Kevin Searles 1.5 Performance: The contractor must complete the work within 90 calendar days or less After Receipt of Order (ARO). 1.6 Type of Contract: Firm Fixed Price Purchase Order. 1.7 The VAAR security clause and The C&A security requirements do not apply to this SOW and a Security Accreditation Package is not required. 2. SPECIFIC MANDATORY TASKS AND ASSOCIATED DELIVERABLES 2.1 A one-day in person class covering FERS, FERS-RAE, FERS-FRAE retirement systems for employees and spouse as appropriate (spouse attendance should not result in additional charge) utilizing PowerPoint and lecture. For the virtual class each attendee will may use any electronic device, from cell phone to computer. 2.2 This in-person and virtual course should include information on several different retirement options and eligibility requirements; discuss what constitutes creditable service stressing the impact of having deposit service, redeposit service and military service and not making the deposits/redeposit; explanation of what is used in determining high-3 average salary and a comprehensive dialog of how annuities are computed. 2.3 It must cover death benefits with extensive discussion explaining elections; who is eligible, what happens if the retiree s spouse pre-deceases the retiree, what happens if the retiree marries after retirement, who qualifies as an insurable interest, the cost of a survivor benefit versus leaving life insurance, and the need to maintain a survivor benefit to retain FEHB for the non-federal surviving spouse; children s benefits, what the age limits are for these benefits, what benefits are payable if a child is disabled, who receives the money if the child is a minor; Cost of Living Adjustments; FERS annuity supplement and CSRS Voluntary Contributions as applicable, including a discussion of who is entitled to receive these, and how employees can estimate the financial benefits; returning to federal service as a re-employed annuitant and the impact of the decision upon the annuitant s salary; Thrift Savings Plan eligibility, investments, Roth vs traditional, loans, post-separation options, tax consequences, and appropriate retirement planning. General Federal benefits will also be included in each class (to include FEGLI, FEHB, FEDVIP, FLTCI, and FSAs. 2.4 Participants for the in-person class must have the opportunity to ask questions at any time during the presentations. For the virtual class each attendee will receive a 15-minue Q&A session at the end of the presentation. 2.5 For the in-person class, the company will provide each attendee with a comprehensive handbook to keep and be provided contact information in the event they have questions after the class. There must not be a charge for follow-up questions and no time limit during which to ask them. For the virtual class each attendee will receive his/her own personal log-in link. Participants may use any electronic device, from cell phone to computer. 2.6 A classroom/auditorium with audiovisual setup to support PowerPoint presentation will be made available to selected company. This includes screen and LCD overhead projector with applicable cords, a white board or easel, and a microphone depending upon the size and acoustics of our training location. 27 The selected company cannot sell any type of financial products or request employee s private information.
 

Web Link

FBO.gov Permalink
(https://www.fbo.gov/spg/VA/WDCVARO372/WDCVARO372/VA101V17Q0472/listing.html)
 

Document(s)

Attachment
 

File Name: VA101V-17-Q-0472 VA101V-17-Q-0472.docx (https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=3782905&FileName=VA101V-17-Q-0472-000.docx)

Link: https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=3782905&FileName=VA101V-17-Q-0472-000.docx

 

Note: If links are broken, refer to Point of Contact above or contact the FBO Help Desk at 877-472-3779.
 

Record

SN04669668-W 20170910/170908232557-4508687f5754356a2dc25ef9417df936 (fbodaily.com)
 

Source

FedBizOpps Link to This Notice
(may not be valid after Archive Date)

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