SOLICITATION NOTICE
R -- Personal Financial Planner - Personal Financial Planner PWS, 23 August 2011
- Notice Date
- 9/1/2011
- Notice Type
- Combined Synopsis/Solicitation
- NAICS
- 523930
— Investment Advice
- Contracting Office
- Department of the Air Force, Direct Reporting Units, USAF Academy - 10 CONS, 8110 Industrial Drive, Suite 200, USAF Academy, Colorado, 80840-2315, United States
- ZIP Code
- 80840-2315
- Solicitation Number
- FA7000-11-T-0090
- Archive Date
- 9/27/2011
- Point of Contact
- Karen L Jackson, Phone: 719-333-4060, Marlene M. Kleckner, Phone: 719-333-8922
- E-Mail Address
-
karen.jackson@usafa.af.mil, marlene.kleckner@usafa.af.mil
(karen.jackson@usafa.af.mil, marlene.kleckner@usafa.af.mil)
- Small Business Set-Aside
- Service-Disabled Veteran-Owned Small Business
- Description
- Personal Financial Planner PWS dated 23 August 2011 This is a combined synopsis/solicitation for commercial services prepared in accordance with the format in Federal Acquisition Regulation (FAR) 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 (formal) solicitation will not be issued. This solicitation is issued as a Request for Quotation (RFQ) IAW FAR Parts 12 & 13. Solicitation number FA7000-11-T-0082 is for Personal Financial Management Program (PFMP) Support to include the attached Performance Work Statement (PWS), dated 23 August 2011. This solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular FAC 2005-53, 4 August 2011. The North American Industry Classification System Code [NAICS] is 523930, Investment Advice, and the size standard is $7,000,000.00. This acquisition is set-aside for Service Disabled Veteran Owned Small Businesses. All responsible Service Disabled Veteran Owned Small Businesses may submit a quote, which if received timely, will be considered by the 10th Contracting Squadron, USAF Academy (USAFA). Please read and comply with all requirements for submitting a quote. Failure to comply with all instructions contained within this combined synopsis/solicitation could result in the quote being ineligible for award. It is the offeror's responsibility to ensure their quote meets all the requirements identified herein. REQUIREMENTS FOR QUOTE Prices quoted must be Firm-Fixed Price to include all personnel, tools, equipment, materials, supervision and other items and services necessary to perform duties of the Personal Financial Management Program (PFMP). Provide pricing for each of the following line items: LINE ITEM 0001 Description Qty Unit Price Extended Price PFMP Services IAW the attached PWS 12 Months $________ $____________ Dated 23 August 2011. Period of Performance: 1 October 2011 - 30 September 2012 LINE ITEM 0002 Description Qty Unit Price Extended Price Travel reimbursement (airline, car 2,000 $1.00 $2,000.00 rental, per diem and registration fees) for costs IAW PWS dated 23 August 2011 and the Joint Federal Travel Regulation. Period of Performance: 1 October 2011 - 30 September 2012 <Offerors are not required to provide pricing for this CLIN> LINE ITEM 1001 Description Qty Unit Price Extended Price PFMP Services IAW the attached PWS 12 Months $________ $____________ Dated 23 August 2011. Period of Performance: 1 October 2012 - 30 September 2013 LINE ITEM 1002 Description Qty Unit Price Extended Price Travel reimbursement (airline, car 2,000 $1.00 $2,000.00 rental, per diem and registration fees) for costs IAW PWS dated 23 August 2011 and the Joint Federal Travel Regulation. Period of Performance: 1 October 2012 - 30 September 2013 <Offerors are not required to provide pricing for this CLIN> LINE ITEM 2001 Description Qty Unit Price Extended Price PFMP Services IAW the attached PWS 12 Months $________ $____________ Dated 23 August 2011. Period of Performance: 1 October 2013 - 30 September 2014 LINE ITEM 2002 Description Qty Unit Price Extended Price Travel reimbursement (airline, car 2,000 $1.00 $2,000.00 rental, per diem and registration fees) for costs IAW PWS dated 23 August 2011 and the Joint Federal Travel Regulation. Period of Performance: 1 October 2013 - 30 September 2014 <Offerors are not required to provide pricing for this CLIN> LINE ITEM 3001 Description Qty Unit Price Extended Price PFMP Services IAW the attached PWS 12 Months $________ $____________ Dated 23 August 2011. Period of Performance: 1 October 2014 - 30 September 2015 LINE ITEM 3002 Description Qty Unit Price Extended Price Travel reimbursement (airline, car 2,000 $1.00 $2,000.00 rental, per diem and registration fees) for costs IAW PWS dated 23 August 2011 and the Joint Federal Travel Regulation. Period of Performance: 1 October 2014 - 30 September 2015 <Offerors are not required to provide pricing for this CLIN> LINE ITEM 4001 Description Qty Unit Price Extended Price PFMP Services IAW the attached PWS 12 Months $_________ $____________ Dated 23 August 2011. Period of Performance: 1 October 2015 - 30 September 2016 LINE ITEM 4002 Description Qty Unit Price Extended Price Travel reimbursement (airline, car 2,000 $________ $____________ rental, per diem and registration fees) for costs IAW PWS dated 23 August 2011 and the Joint Federal Travel Regulation. Period of Performance: 1 October 2015 - 30 September 2016 <Offerors are not required to provide pricing for this CLIN> *** NOTE: Offerors should total all LINE ITEMs and enter the amount in for the TOTAL PRICE. The price inserted by the Government for CLINs 0002, 1002, 2002, 3002 and 4002 will be included in the TOTAL PRICE for purposes of evaluation and award. *** TOTAL PRICE $ _________________ The following Federal Acquisition Regulation (FAR) clauses apply to this combined synopsis/solicitation and offerors must comply with all instructions contained in FAR 52.212-1, Instructions to Offerors--Commercial Items (Jun 2008). The Contracting Officer is not responsible for locating or obtaining any information not identified in the offer. All quotes shall be clearly identifiable to the company submitting the quote and shall include the following: 1. Solicitation number 2. Contact name, address, telephone number of the offeror 3. DUNS number 4. Cage code 5. Tax identification number 6. Small business size standard and NAICS code 7. Unit price 8. Extended price 9. Discount terms 10. Delivery terms The provision at FAR 52.212-3 Alt I, Offeror Representations and Certifications - Commercial Items (May 2011), must be completed. Offerors are highly encouraged to complete all representations and certifications electronically on line at (http://orca.bpn.gov/publicsearch.aspx). If not completed on-line, 52.212-3 Alt I shall be completed in hard copy and submitted with quote. In accordance with FAR 52.212-4(t), Central Contractor Registration (CCR) contractors must be registered with CCR to conduct business with the Department of Defense. No purchase order can be awarded to any company without this registration. (www.ccr.gov) Quotes must be received no later than 12:00 pm NOON Mountain Standard Time, 12 September 2011 at 10 CONS/ LGCB, Attn: Karen Jackson, 8110 Industrial Drive, Suite 200, USAF Academy, CO 80840-2315. Quotes may also be submitted by e-mail to the Primary POC or by fax to 719-333-9075. Questions and responses should be addressed to the Primary POC Karen Jackson, Contract Specialist, USAF Academy (719) 333-4060, karen.jackson@usafa.af.mil. Alternate POC is Marlene Kleckner, Contracting Officer, (719) 333-8922, marlene.kleckner@usafa.af.mil. Offers received after the specified date and time will be considered late in accordance with 52.212-1(f) and may not be evaluated. The provision at FAR 52.212-2, Evaluation--Commercial Items (Jan 1999), applies to this acquisition. The Government will award a contract resulting from this solicitation to the responsive responsible offeror whose offer conforms to the solicitation and will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate offers: Award will be made on the basis of determining the acceptable offer with the lowest evaluated price which meets or exceeds the requirements. The amount the Government inserted into CLINs 0002, 1002, 2002, 3002, and 4002 will be included in the total price for purposes of evaluation/award. Offeror will be ordered by price. The offeror with the lowest price will then be evaluated based on the following three criteria on a pass/fail basis: • Vendor shall provide a current certificate or letter of certification of Accredited Financial Counselor (AFC) that has been obtained through the Association for Financial Counseling and Planning Education (AFCPE) (Reference Section 5.4 of the PWS) • Vendor shall provide evidence of having a minimum 10 years of active duty military experience. Vendor shall provide duty location (base, post, camp, etc.) and dates of duty. • Vendor shall provide evidence of a minimum of one year prior financial counseling experience. Vendor shall provide employer name, dates of employment, and job description while employed. The offeror with the lowest price that has been determined to be acceptable based on the evaluation criteria will be awarded the contract. If the lowest priced offer passes on all three criteria, award will be made to that offeror and no further evaluations will take place. If the lowest priced offer does not pass all criteria, the next lowest offer will be evaluated for acceptability and if required, the process will continue until an offer passes acceptability of all three criteria. In the event no offerors meet all three criteria, the Contracting Officer will make a best value assessment for award. The following clauses apply to this acquisition. The clause at FAR 52.212-4, Contract Terms and Conditions--Commercial Items (Jun 2010), with the following addenda, applies: Addendum to FAR 52.212-4(c) Changes Text in paragraph (c) is deleted and replaced with the following: Changes in terms and conditions of this contract may be made only by written agreement of the parties with the exception of certain changes such as administrative changes including changes in paying office, appropriation data, etc. authorized by the Federal Acquisition Regulation and its supplements that may be made unilaterally by the Contracting Officer (for a complete list of changes that may be made unilaterally, see FAR 43.103(b)) (End of Addendum) FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998): This solicitation incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. The full text of a clause may be accessed electronically at this address: http://farsite.hill.af.mil/. The clause at FAR 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders-Commercial Items (May 2011)(Deviation), applies to this acquisition. Additional FAR clauses cited in the clause applicable to this acquisition are: 52.203-6 Alt I Restrictions on Subcontractor Sales to the Government (Sep 2006) 52.204-10 Reporting Executive Compensation and First-Tier Subcontract Awards (Jul 2010) 52.209-6 Protecting the Government's Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment (Dec 2010) 52.219-8 Utilization of Small Business Concerns (Jan 2011) 52.219-14 Limitations on Subcontracting (Dec 1996) 52.219-27 Notice of Total Service-Disabled Veteran-Owned Small Business Set-Aside (May 2004) 52.219-28 Post-Award Small Business Program Representation (Apr 2009) 52.222-3 Convict Labor (Jun 2003) 52.222-21 Prohibition of Segregated Facilities (Feb 1999) 52.222-26 Equal Opportunity (Mar 2007) 52.222-35 Equal Opportunity for Veterans (Sep 2010) 52.222-36 Affirmative Action for Workers With Disabilities (Oct 2010) 52.222-37 Employment Reports on Veterans (Sep 2010) 52.222-40 Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) 52.222-50 Combating Trafficking in Persons (Feb 2009) 52.223-16 IEEE 1680 Standard for the Environmental Assessment of Personal Computer Products (Dec 2007) 52.223-18 Encouraging Contractor Policies to Ban Text Messaging While Driving (Aug 2011) 52.232-18 Availability of Funds (Apr 1984) 52.232-33 Payment by Electronic Funds Transfer--Central Contractor Registration (Oct 2003) 52.233-3 Protest After Award (Aug 1996) 52.233-4 Applicable Law for Breach of Contract Claim (Oct 2004) FAR 52.217-8, Option to Extend Services (Nov 1999) The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 15 days. (End of Clause) FAR 52.217-9, Option to Extend the Term of the Contract (Mar 2002) (a) The Government may extend the term of this contract by written notice to the Contractor within 15 days; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days before the contract expires. The preliminary notice does not commit the Government to an extension. (b) If the Government exercises this option, the extended contract shall be considered to include this option clause. (c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed five (5) years. (End of Clause) FAR 52.252-6, Authorized Deviations in Clauses (Apr 1984) (a) The use in this solicitation or contract of any Federal Acquisition Regulation (48 CFR Chapter 1) clause with an authorized deviation is indicated by the addition of "(DEVIATION)" after the date of the clause. (b) The use in this solicitation or contract of any Defense Acquisition Regulation System, Department of Defense (48 CFR Chapter 2) clause with an authorized deviation is indicated by the addition of "(DEVIATION)" after the name of the regulation. (End of Clause) DFARS 252.212-7001, Contract Terms and Conditions Required to Implement Statutes of Executive Orders Applicable to Defense Acquisitions of Commercial Items (Jun 2011) applies to this acquisition. Additional DFARS clauses cited in the clause applicable to this acquisition are: 52.203-3 Gratuities (Apr 1984) 252.203-7000 Requirements Relating to Compensation of Former DoD Officials (Jan 2009) 252.232-7003 Electronic Submission of Payment Requests and Receiving Reports (Mar 2008) 252.243-7002 Request for Equitable Adjustment (Mar 1998) AFFARS 5352.201-9101 Ombudsman (Apr 2010) (a) An ombudsman has been appointed to hear and facilitate the resolution of concerns from offerors, potential offerors, and others for this acquisition. When requested, the ombudsman will maintain strict confidentiality as to the source of the concern. The existence of the ombudsman does not affect the authority of the program manager, contracting officer, or source selection official. Further, the ombudsman does not participate in the evaluation of proposals, the source selection process, or the adjudication of protests or formal contract disputes. The ombudsman may refer the party to another official who can resolve the concern. (b) Before consulting with an ombudsman, interested parties must first address their concerns, issues, disagreements, and/or recommendations to the contracting officer for resolution. Consulting an ombudsman does not alter or postpone the timelines for any other processes (e.g., agency level bid protests, GAO bid protests, requests for debriefings, employee-employer actions, contests of OMB Circular A-76 competition performance decisions). (c) If resolution cannot be made by the contracting officer, concerned parties may contact the USAF Academy Ombudsmen, Kelly Snyder 8110 Industrial Drive, Ste 103 USAFA, CO 80840 Telephone number 719-333-2074 FAX 719-333-2379 email: kelly.snyder@usafa.af.mil Concerns, issues, disagreements, and recommendations that cannot be resolved at the MAJCOM/DRU level, may be brought by the concerned party for further consideration to the Air Force ombudsman, Associate Deputy Assistant Secretary (ADAS) (Contracting), SAF/AQC, 1060 Air Force Pentagon, Washington DC 20330-1060, phone number (703) 588-7004, facsimile number (703) 588-1067. (d) The ombudsman has no authority to render a decision that binds the agency. (e) Do not contact the ombudsman to request copies of the solicitation, verify offer due date, or clarify technical requirements. Such inquiries shall be directed to the Contracting Officer. (End of clause) AFFARS 5352.242-9000, Contractor Access to Air Force Installations (Aug 2007) (a) The contractor shall obtain base identification and vehicle passes, if required, for all contractor personnel who make frequent visits to or perform work on the Air Force installation(s) cited in the contract. Contractor personnel are required to wear or prominently display installation identification badges or contractor-furnished, contractor identification badges while visiting or performing work on the installation. (b) The contractor shall submit a written request on company letterhead to the contracting officer listing the following: contract number, location of work site, start and stop dates, and names of employees and subcontractor employees needing access to the base. The letter will also specify the individual(s) authorized to sign for a request for base identification credentials or vehicle passes. The contracting officer will endorse the request and forward it to the issuing base pass and registration office or security police for processing. When reporting to the registration office, the authorized contractor individual(s) should provide a valid driver's license, current vehicle registration, valid vehicle insurance certificate, and (refer to USAFA A-01 Contractor Access to USAFA Instruction) to obtain a vehicle pass. (c) During performance of the contract, the contractor shall be responsible for obtaining required identification for newly assigned personnel and for prompt return of credentials and vehicle passes for any employee who no longer requires access to the work site. (d) When work under this contract requires unescorted entry to controlled or restricted areas, the contractor shall comply with [insert any additional requirements to comply with AFI 31-101, Volume 1, The Air Force Installation Security Program, and AFI 31-501, Personnel Security Program Management,] citing the appropriate paragraphs as applicable. (e) Upon completion or termination of the contract or expiration of the identification passes, the prime contractor shall ensure that all base identification passes issued to employees and subcontractor employees are returned to the issuing office. (f) Failure to comply with these requirements may result in withholding of final payment. (End of clause) AFFARS 5352.242-9001 Common Access Cards (CACs) for Contractor Personnel (Aug 2004) (a) For installation(s)/location(s) cited in the contract, contractors shall ensure Common Access Cards (CACs) are obtained by all contract or subcontract personnel who meet one or both of the following criteria: (1) Require logical access to Department of Defense computer networks and systems in either: (i) the unclassified environment; or (ii) the classified environment where authorized by governing security directives. (2) Perform work which requires the use of a CAC for installation entry control or physical access to facilities and buildings. (b) Contractors and their personnel shall use the following procedures to obtain CACs: (1) Contractors shall provide a listing of personnel authorized a CAC to the contracting officer. The contracting officer will provide a copy of the listing to the government representative in the local organization designated to authorize issuance of contractor CACs (i.e., "authorizing official"). (2) Contractor personnel on the listing shall each complete and submit a DD Form 1172-2 or other authorized DoD electronic form to the authorizing official. The authorizing official will verify the applicant's name against the contractor's listing and return the DD Form 1172-2 to the contractor personnel. (3) Contractor personnel will proceed to the nearest CAC issuance workstation (usually the local Military Personnel Flight (MPF) with the DD Form 1172-2 and appropriate documentation to support their identification and/or citizenship. The CAC issuance workstation will then issue the CAC. (c) While visiting or performing work on installation(s)/location(s), contractor personnel shall wear or prominently display the CAC as required by the governing local policy. (d) During the performance period of the contract, the contractor shall: (1) Within 7 working days of any changes to the listing of the contract personnel authorized a CAC, provide an updated listing to the contracting officer who will provide the updated listing to the authorizing official; (2) Return CACs in accordance with local policy/directives within 7 working days of a change in status for contractor personnel who no longer require logical or physical access; (3) Return CACs in accordance with local policy/directives within 7 working days following a CACs expiration date; and (4) Report lost or stolen CACs in accordance with local policy/directives. (e) Within 7 working days following completion/termination of the contract, the contractor shall return all CACs issued to their personnel to the issuing office or the location specified by local policy/directives. (f) Failure to comply with these requirements may result in withholding of final payment. (End of clause) ATTACHMENTS: 1. Performance Work Statement (PWS) dated 23 August 2011
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/spg/USAF/DRU/10ABWLGC/FA7000-11-T-0090/listing.html)
- Place of Performance
- Address: USAF Academy, USAFA, Colorado, 80840, United States
- Zip Code: 80840
- Zip Code: 80840
- Record
- SN02558972-W 20110903/110902101953-b5791867bf77c61d13d328a322a3dfff (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
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