EBRI - Financial Wellbeing Research Center Partnership
ID: 9531CB-18-P-0021Type: Special Notice
Overview

PSC

EDUCATION AND TRAINING (U)

Original Source

https://sam.gov/opp/ff035922064308330a596d7955822bb8/view
Timeline
    Description

    Special Notice: Consumer Financial Protection Bureau (CFPB) intends to award a sole source contract to EBRI Education and Research Fund for the Financial Wellbeing Research Center Partnership. This non-profit, non-advocacy platform will allow the CFPB to engage with various entities in advancing mutual understanding of opportunities to support financial well-being in the workplace. The contract will consist of a base period and four one-year option periods, to be procured on a Firm Fixed Price basis. Interested parties capable of fulfilling this requirement are encouraged to submit a statement of capabilities to Contracting Officer Catherine Palmer.

    Point(s) of Contact
    Mary C Palmer
    (202) 435-7447
    catherine.palmer@cfpb.gov
    Files
    Title
    Posted
    J&A.pdf
    Lifecycle
    Title
    Type
    EBRI - Financial Wellbeing Research Center Partnership
    Currently viewing
    Special Notice
    Similar Opportunities
    Intent to Sole Source - Dealogic Datasets
    Buyer not available
    The Department of the Treasury's Bureau of Fiscal Service intends to award a sole source contract to Dealogic LLC for access to proprietary datasets critical for monitoring the U.S. financial system. The Office of Financial Research (OFR) requires these datasets to analyze long-term trends in mergers and acquisitions, as well as the syndicated loan market, which are essential for fulfilling its obligations under the Dodd-Frank Act. The contract will include a 12-month base period with four optional extensions, and the total estimated value will exceed the simplified acquisition threshold. Interested parties must submit written responses demonstrating their capability to provide similar datasets by May 30, 2025, to purchasing@fiscal.treasury.gov, as failure to receive qualifying responses will result in the contract being awarded to Dealogic.
    Intent to Sole Source Bloomberg Terminals
    Buyer not available
    The Department of the Treasury's Bureau of the Fiscal Service intends to contract with Bloomberg Finance L.P. on a sole source basis for access to Bloomberg Professional Services Terminals, which are critical for the Office of Financial Research's (OFR) mission to analyze systemic risk across various financial markets. The procurement requires unique datasets covering areas such as sovereign debt, mortgages, corporate finance, and economic research, which are exclusively provided by Bloomberg due to their proprietary nature. This contract will include mobile access and unlimited training support, essential for OFR's ongoing assessments mandated by the Dodd-Frank Act. Interested parties may submit capability statements by May 26, 2025, with the anticipated contract duration being one year and four optional extensions, and responses should be directed to Starla Kalb and Kara Zeigler at the provided email addresses.
    SEC Supplemental Benefits Program
    Buyer not available
    The U.S. Securities and Exchange Commission (SEC) is seeking proposals for its Supplemental Benefits Program (SBP), which includes dental and vision plans, medical evacuation insurance, and other voluntary benefits for approximately 4,100 employees. The procurement aims to establish a Firm-Fixed Price contract with a duration of up to ten years, commencing on January 1, 2026, and includes a one-year Base Period followed by nine one-year Option Periods. This initiative underscores the SEC's commitment to providing essential employee benefits while ensuring compliance with federal regulations, including the Affordable Care Act and HIPAA. Interested contractors must submit their proposals, including a technical offer and a separate price proposal, by the specified deadlines, and can direct inquiries to J. Christie Branham at branhamj@sec.gov or Gabriel G. Aviles at avilesg@sec.gov.
    Federal Flexible Spending Account Program (FSAFEDS)
    Buyer not available
    The Office of Personnel Management (OPM) is seeking proposals for the administration of the Federal Flexible Spending Account Program (FSAFEDS), which provides health and dependent care flexible spending accounts for federal employees and eligible uniformed service members. The contractor will be responsible for managing enrollment, claims processing, customer service, and ensuring compliance with relevant privacy and security regulations, with a focus on enhancing employee benefits and operational efficiency. This procurement is significant as it supports the financial management of healthcare expenses for federal employees, reflecting the government's commitment to providing valuable employee benefits. Proposals must be submitted by May 27, 2025, with a projected contract value not exceeding $250 million, and interested parties can direct inquiries to Matthew Manning at FSA.Internet@opm.gov.
    Functional Financial Support for EPA's Office of Chief Financial Officer (OCFO) Compass Licensing and Operations and Maintenance Support Services
    Buyer not available
    The U.S. Environmental Protection Agency (EPA) is seeking to extend the contract EP-W-18-007/0003 for Functional Financial Support services provided by CGI Federal Inc. for an additional thirty days. This extension is critical to ensure the continuity of services related to the Compass Financial System, which is essential for the EPA's Office of Chief Financial Officer (OCFO) operations, as the current contract is set to expire on May 31, 2025, while a follow-on contract is being competed. The EPA intends to negotiate this extension on a sole-source basis with CGI Federal Inc. due to their established infrastructure and expertise, which are necessary to maintain uninterrupted service during the transition period. Interested parties are invited to submit their capabilities and pricing within 15 days of this announcement, and for further inquiries, they may contact Kimberley Church-Mathis at churchmathis.kimberley@epa.gov.
    Scanwriter Premier Software
    Buyer not available
    The Bureau of the Fiscal Service, on behalf of the U.S. Department of Housing and Urban Development Office of the Inspector General (HUDOIG), intends to award a sole-source contract to Personable Inc. for its ScanWriter Premier Software. This software is crucial for converting significant volumes of physical text records into electronic formats using Optical Character Recognition (OCR) technology, particularly for analyzing financial documents such as bank statements and checks. The unique capabilities of ScanWriter, which include instant audit trails and handwriting conversion, have been determined to be unavailable from other providers, justifying the sole-source award under FAR 6.302-1(b)(1). Interested parties must submit a capability statement by September 19, 2024, to purchasing@fiscal.treasury.gov, and should include company details, UEI number, product offerings, and a brief capabilities statement, adhering to specified file formats.
    PBGC Active EME Investment Management Services
    Buyer not available
    The Pension Benefit Guaranty Corporation (PBGC) is seeking proposals for Active Emerging Market Equity Investment Management Services through Request for Proposal (RFP) No. 16PBGC25R0052. The objective of this procurement is to engage a qualified investment manager capable of providing active strategies that outperform the MSCI Emerging Markets Index, with an initial allocation ranging from $250 million to $400 million over a base period of 12 months and nine optional periods. This opportunity is critical for enhancing the management of PBGC's Trust Fund, which is vital for ensuring pension benefits for retirees. Interested offerors must submit a Preliminary Technical Proposal by May 28, 2025, and can direct inquiries to Diahanna Bradley at BRADLEY.DIAHANNA@PBGC.GOV.
    FY25-Expert-Board-Reviews-01
    Buyer not available
    The Department of Agriculture, specifically the Risk Management Agency (RMA), is seeking qualified entities to participate in Blanket Purchase Agreements (BPAs) for actuarial and underwriting expertise related to federal crop insurance policies. The objective is to identify sources capable of conducting independent reviews of insurance policies, as mandated by the Federal Crop Insurance Act, ensuring compliance with statutory requirements for oversight and risk management in agricultural contexts. This initiative is crucial for maintaining the integrity and effectiveness of crop insurance programs, which play a vital role in supporting farmers and managing agricultural risks. Interested parties must submit their qualifications and relevant information by September 30, 2025, to the primary contacts Eugene Jackson and Brantt Lindsey via their provided email addresses.
    Change Request (CR) and Approved Enhancement Support for EPA's Office of Chief Financial Officer (OCFO) Compass Licensing and Operations and Maintenance Support Services
    Buyer not available
    The U.S. Environmental Protection Agency (EPA) intends to extend contract EP-W-18-007/68HE0H18F1507 for Change Request and Enhancement Support services for its Office of Chief Financial Officer (OCFO) by thirty days. This extension is crucial to ensure the continuity of critical services currently provided by CGI Federal Inc., the incumbent contractor since March 2018, while the EPA competes for a follow-on contract. The services are vital for maintaining the Compass Financial System and supporting mission-critical operations without disruption. Interested parties are invited to submit capability statements and pricing proposals within 15 days of this announcement, with further details available on the Sam.gov and FedConnect websites. For inquiries, contact Kimberley Church-Mathis at churchmathis.kimberley@epa.gov.
    Quicksilver III Notice of Intent to Award Sole Source
    Buyer not available
    The Department of the Treasury's Bureau of Engraving and Printing (BEP) intends to award a sole-source contract to SICPA Secureink Corp. for the continued research and development of overt security features for U.S. currency. This contract, valued at approximately $59.5 million over five years, aims to integrate proprietary optical technologies developed in previous phases into new banknote designs, enhancing their security against counterfeiting. The necessity of utilizing SICPA arises from their exclusive rights to the unique technologies required, confirming that no other sources can fulfill the agency's specific needs. For further inquiries, interested parties may contact Victoria Kennedy at victoria.kennedy@bep.gov.