Social Security Administration, Deputy Commissioner for Finance, Assessment and Management, Office of Acquisition and Grants, 1710 Gwynn Oak Avenue, Baltimore, MD, 21207-5279

70 -- RETIREMENT BENIFITS CALCULATOR SOFTWARE SOL SSA-RFQ-00-8077 DUE 090600 POC Matthew Maciarello, Contract Specialist, Phone 4109654853, Fax 4109665982, Email matthew.maciarello@ssa.gov WEB: Visit this URL for the latest information about this, http://www2.eps.gov/cgi-bin/WebObjects/EPS?ACode=P&ProjID=SSA-RFQ-00-8077&LocID=2422. E-MAIL: Matthew Maciarello, matthew.maciarello@ssa.gov. This is a combined synopsis/request for quotation (RFQ) 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; quotations are being requested and a written request for quotation will not be issued. The request for quotation number is SSA RFQ-00-8077. This request for quotation and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 97-16. Quotations in response to this RFQ shall be submitted by September 6, 2000, 3:00 P.M. Eastern Standard Time, addressed to ATTN: MATTHEW MACIARELLO, SOCIAL SECURITY ADMINISTRATION, OFFICE OF ACQUISITION AND GRANTS, 1710 GWYNN OAK AVENUE, BALTIMORE, MD 21207. Quotations can be faxed to (410) 965-9560. The Government requires software for a period of one year that meets the following requirements: 1. It must be a commercial, off-the-shelf product that can be demonstrated at the time of offering. 2. It must be able to compute both Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) annuities, allowing for estimated future earnings, user-selectable retirement age options and CSRS offset. Computation must be able to incorporate FERS transfer for employees whose annuity will include a Civil Service annuity component. 3. It must compute Thrift Savings Plan (TSP) benefits and allow for user-selected future contributions and rates of return on TSP investments. It must also compute the FERS supplement, and include the SSA calculation in determining the final benefit calculations. 4. It must allow for supplemental calculations including at a minimum the Windfall Elimination Provision, Government Pension Offset, and early and deferred retirement calculations. 5. It must allow for Disability benefits computation. 6. The planner must have screens available for help with frequently asked questions about retirement options or links to a web site with such information (e.g. OPM). 7. The Retirement Planner must allow for printout of the calculations at the user's printer. 8. The program must allow for secure data transaction between the server and the user's computer using Secure Sockets or a similar technology. 9. The program must rely on user-input for the data to be used in the computations. (This application is intended for use at the user's home. Automated personnel databases will not normally be available for access and use with this application. Therefore applications that rely on back-end databases -- such as are found in agency personnel files -- are not appropriate for this solicitation). The contractor shall provide the software for 1 year; shall configure the software with background images and icons to customize its look in accordance with the existing Access America for Seniors web site; shall assume responsibility for working with the National Technical Information Service in Springfield, VA in getting the software installed and configured for the Access America web site; shall be responsible for troubleshooting and fixing problems on the NTIS host that arise during the course of the period of performance. The following features are desirable and should be noted if available: FERS transfer comparisons; Computations for Railroad Retirement Board Benefits; incorporation of Military Service into benefit estimate, including different provisions regarding military deposits; estimate of spouses benefits under different scenarios; incorporation of benefit estimate from other retirement plans and savings accounts (private retirement plans, annuities, 401K savings, etc). The Government will award a contract resulting from this request for quotation to the responsible offeror whose quote conforming to the request for quotation will be the most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate quotes in descending order of importance: technical acceptance, lowest price, past performance. A written notice of award or acceptance of quote, mailed or otherwise furnished to the successful offeror within the time for contract shall result in a binding contract without further action by either party. The following provisions at FAR 52.212-1, Instruction to Offerors-Commercial Items (tailored) apply to this acquisition: (b)(1)-(b)9, (b)11, (c), and (g). There are no addendum to these provisions. Offerors are required to complete and include a copy of the provision at FAR 52.212-3, Offerors Representation and Certification -- commercial items, with their quote. The provisions at FAR Part 52.212-4, Contract Terms and Conditions-Commercial Items apply to this acquisition. Addendum to FAR 52,212-4 (o) warranty: add "the Government will accept the contractors commercial warranty." The following provisions at FAR 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders-Commercial Items apply to this acquisition: (a)(1), (a)(2), (b)(11), through (b)(15). All responsible sources may submit a quotation which shall be considered by the Agency. Posted 08/24/00 (D-SN489750). (0237)

Loren Data Corp. http://www.ld.com (SYN# 0365 20000828\70-0004.SOL)

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