Operational Contracting Office, 8110 Industrial Dr., Suite 200, USAF Academy, CO 80840-2315

G -- NON-PERSONAL SERVICES: PERSONAL FINANCIAL MANAGEMENT PROGRAM MANAGER SOL F0561198R0018 DUE 080398 POC TSGT Ron Hixson, 719/333-2570, or CO Mr. Bruce Taylor, 719/333-2869 E-MAIL: Click here to contact the Contract Specialist by e-mail, hixsonrr@lg@usafa.af.mil">hixsonrr@lg@usafa.af.mil. This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued. This solicitation is issued as a Request For Proposal (RFP), solicitation number F0561198R0018. This solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 97-3. The Standard Industrial Classification Number is 8399 and the business size standard is $5 million. The proposed purchase order is Set Aside for Small Business Concerns. Women owned small businesses are encouraged to submit proposals. The Air Force Academy intends to contract for non-personal services to furnish education, information and counseling services under the Personal Financial Management Program (PFMP). The program makes eligible clients better-informed and educated consumers and managers of their personal finances. The contractor shall provide technical financial counseling services to eligible clients, including, but not limited to: analysis of personal financial problem areas; budgeting; checkbook management; formulation of debt reduction plans; estate planning; tax strategies; evaluating insurance options; credit usage; consumer protection information; assistance in applying for food stamps; and comparative shopping. Performance may occasionally be at other locations on the Base, but normally in office space furnished by the Government at the Family Support Center (FSC.) The contractor may be scheduled for US Air Force approved training, meetings and/or conferences. Travel, per diem and registration fees, when in accordance with USAF directives, is authorized and will be reimbursed when contractor has been placed on official orders. Performance period will be 30 hours per week, during normal operating hours of the FSC, with specific hours negotiated between the contractor and the FSC Director, during the period 1 OCTOBER 98 through 30 SEPTEMBER 99, for a total of 12 months. Every contractor employee providing PFMP services must have the following qualifications: at least 2 years of college study or experience in the following fields or related areas: accounting, business administration, economics, financial management/planning, or documented related areas; at least 1 year experience in teaching or working with adults in the areas of accounting, business, financial management, consumer affairs, or related areas; familiarity with adult lifestyles and the impact of military service upon individuals and family members; completion of training or experience in the preparation of Federal and state income tax returns, and the ability to inform and educate clients about the impact of tax laws on their financial decisions; and exhibit proficiency in expressing ideas and concepts, orally and written, to the entire spectrum of the client population, and proficiency inthe operation of MS Office, Windows 3.1, and the appropriate PFMP related software. Contractor proposals must include evidence of these qualifications. LINE ITEM 0001: Basic Period: Quantity: 12 months (mo). Unit Price: $______ per month. Extended Amount: $______. LINE ITEM 0002: First Option Period: Quantity: 12 months (mo). Unit Price: $______ per month. Extended Amount: $______. LINE ITEM 0003: Second Option Period: Quantity: 12 months (mo). Unit Price: $______ per month. Extended Amount: $______. Total for Three years: $________. Services to be performed at the USAF Academy Family Support Center, BLDG 6248, USAF Academy, CO 80840 (F.O.B. destination). ALERT: Vendors are STRONGLY encouraged to use the Standard Form 1449 as the first page of their offer/quote/bid and completely provide the requested data for all blocks. If you choose NOT to use the Standard Form 1449, you are cautioned to complete and provide with your written offer/quote/bid all the data requested by FAR 52.212-1. Failure to do so may render your offer/quote/bid as non-responsive and may eliminate you from consideration for award. The clause at 52.212-1 applies to this solicitation; however, no addenda applies to 52.212-1. The provision at 52.212-2 Evaluation -- Commercial Items applies to this acquisition with all offers being evaluated against the following factors in the descending order of importance: 1) Technical capability to perform financial counseling (possess 3 years experience performing similar counseling), 2) Price, 3) Relevant professional or academic qualifications (coursework in accounting or finance, certification as a financial planner of financial counselor), and 4) Past performance. Technical capability and relevant professional or academic qualifications shall be evaluated to determine if the credentials offered meet the specifications set forth in this solicitation. Technical capability, relevant professional or academic qualifications, and past performance will be rated using the following system: 1) Does not meetthe standard (-); (2) meets the standard (0); and 3) Exceeds the standard (+). Past performance will be evaluated to determine if the offeror has supplied similar services, with similar terms, within the past five years. Offerors must provide with the proposal at least two (2) references to illustrate this past performance for the purpose of evaluation. Price will be evaluated for fairness, reasonableness, and completeness as it relates to the services offered. Award will be made based on best value to the Government. The offeror who has the best combination of + and 0 signs on the evaluation scoring and is considered to be most advantageous including price to the Government will be considered the apparent awardee. Offers shall include a completed copy of the provision at 52.212-3, Offeror Representations and Certifications -- Commercial Items, with its offer. The clause 52.212-4, Contract Terms and Conditions -- Commercial Items, the clause at 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders -- Commercial Items applies to this acquisition. Additional FAR clauses cited in the clause applicable to this acquisition are: (b)6,7,8,9. Offers must be received NLT 3:00 pm Mountain Standard Time, 3 AUGUST 1998 at Operational Contracting Office, 8110 Industrial Drive, Suite 200, USAF Academy, CO 80840-2315. Fax'ed offers must be received NLT 3:00 pm Mountain Standard Time, 3 AUGUST 1998 at 719/333-4404. The Government shall have the unilateral right to extend the contract for one additional year, 1 October 99 through 30 September 2000, at the end of the base performance period. The Government shall also have the unilateral right to extend the contract for a second one-year option, 1 October 2000 through 30 September 2001, at the end of the first option performance period. TSGT Ron Hixson (719)333-2570, or Mr. Bruce Taylor (719)333-2869 may be contacted for information regarding this solicitation. Posted 06/30/98 (0181)

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