May 25, 2022
with an adjusted SBE subcontracting requirement of ($600,237.56) or (8.11%) of the total
contract value. (Emphasis in the original.)
As always, I am available to discuss any questions you may have regarding the proposed contract
action. In order to facilitate a response to any questions concerning the proposed contract action,
please have your staff contact Dorothy Whisler Fortune, Director of the Office of Contracts for
the Office of the Chief Financial Officer at (202) 442-8078.
Sincerely,
Ate Lee
Fitzroy Lee
cc: Nyasha Smith, Secretary, Council of the District of Columbia
COUNCIL CONTRACT SUMMARY
(OPTION)
Pursuant to Section 202(c-3) of the Procurement Practices Reform Act of 2010, as amended,
D.C. Official Code 2-352.02(c-3), the following contract option summary is provided:
(1) The proposed contractor, contract amount, contract term, and contract type:
* Prime Contractor: ICMA-Retirement Corporation
* Subcontractor: PRM Consulting Group
Contract Amount: The proposed contract dollar value for the partial exercise of Option
Period Two from July 16, 2022 through March 5, 2024, is estimated at $7,401,023.01.
* Unit and method of compensation: US Dollars in accordance with Section B, Pricing, of
the contract.
Contract Term: The contract has a base term of five (5) years and two (2), two (2) year
option periods.
Contract Type: Requirements
(2) The identifying number of the underlying contract, including the identifiers assigned to the
underlying contract by the Council for the base period of the contract and any subsequent
option periods;
The Council of the District ofColumbia approved the Base Yearofcontract CFOPD-15-C-003 via
Resolution 21-39 in the amount of $34,273,174.06, Partial Exercise of Option Period One for one-year
via CA 23-464 in the amount of $8,902,418.22 exercise of the remainder ofOption Period One for
one-year via CA 24-52 in the amountof$9,778,379.70. The Office of Contracts exercised a fraction
ofOption Period Two at no cost for the PeriodofPerformance of March 6, 2022 through July 15,
2022.
(3) A statement indicating that the contracting officer determined through the Citywide Clean
Hands Database that the contractor is current withits District taxes or has worked out and is
current with a payment schedule approved by the District, or that the contracting officer will
offset any outstanding amount pursuant to D.C, Official Code 2-353.01(9):
A Citywide Clean Hands check was performed on ICMA-Retirement Corporation and based on the
results provided the Contracting Officer has determined that ICMA-Retirement Corporation. The
Clean Hands compliance document is included in this Council package.
(4) A certification that the proposed contract is within the appropriated budget authority for the
agency for the fiscal year and is consistent with the financial plan and budget adopted in
accordance with D.C. Official Code 47-392.01 and 47-392.02:
The funding certification is included in this Council package.
AALL. Feta
Dorothy Whisler Fortune, Esq. CPPO
Director
Office of Contracts
ek Ke Government
oftheDistrict of Columbia
Mm (Officeof the Chief Financial Officer 1101 4% Street, SW
Gm Office ofTax and Revenue Washington, DC 20024
Date of Notice: May 6, 2022 Notice Number: 10007595929 =
INTERNATIONAL CITY MGT ASSOC RTRMNT CORP FEIN: **-***8394
777N CAPITOL ST NE STE TAX600 Case ID: 1181314
WASHINGTON DC 20002-4240
CERTIFICATE
OFCLEANHANDS
As reported in the Clean Hands system, the above referenced individual/entity has no outstanding
liability with the District of Columbia Office of Tax and Revenue or the Department of Employment
Services. As of the date above, the individual/entity has complied with DC Code 47-2862, therefore
this Certificate of Clean Hands is issued.
TITLE 47, TAXATION, LICENSING, PERMITS, ASSESSMENTS, AND FEES.
CHAPTER 28 GENERAL LICENSE
SUBCHAPTER II. CLEAN HANDS BEFORE RECEIVING A LICENSE OR PERMIT
D.C. CODE 47-2862 (2006)
47-2862 PROHIBITION AGAINST ISSUANCE OF LICENSE OR PERMIT
Authorized By Mare Aronin
Chief, Collection Division
To validate this certificate, please visit MyTax.DC.gov. On the MyTax DC homepage, click the
Validate a Certificate ofClean Hands hyperlink under the Clean Hands section.
1101 4th Street SW, Suite W270, Washington, DC 20024/Phone: (202) 724-5048/MyTax.DC.g0v
Government of the District of Columbia
OFFICE OF THE CHIEF FINANCIAL OFFICER
Office of Finance and Treasury
MEMORANDUM
TO: Dorothy Whistler-Fortune
Director of Contracts and Procurement
Office of Management and Administration
FROM: Carmen Piglerr
Deputy CFO and Treasurer
nndd T reeaassurer
Office of Finance
ance andd T Treasury
reasury
DATE: May , 2022
SUBJECT: )XQGLQJ&HUWLILFDWLRQIRUWKH D DQG E 3ODQV5HWLUHPHQW0DQDJHPHQW
6HUYLFHV ([HUFLVLQJ WKH UHPDLQGHU RI 2SWLRQ 3HULRG 7ZR ,&0$5&
&)23'&
7KH2IILFHRI)LQDQFHDQG7UHDVXU\ 2)7 ZRXOGOLNHWRH[HUFLVHWKHUHPDLQGHURI2SWLRQ3HULRG
7ZRRILWVFRQWUDFWZLWK,&0$5&IRUUHWLUHPHQWPDQDJHPHQWVHUYLFHVSURYLGHGWRWKH
'LVWULFWV3ODQVIRUWKHSHULRG-XO\0DUFK
2)7KHUHE\FHUWLILHVWKDWIXQGLQJLVDYDLODEOHWRFRYHUH[SHQVHVDVVRFLDWHGZLWKWKHVHUYLFHV
7KHH[SHQVHVDVVRFLDWHGZLWKWKH3ODQVFRQWUDFWZLOOEHSDLGGLUHFWO\IURPWKH3ODQVDVVHWV
VSHFLILFDOO\WKHSDUWLFLSDQWVDFFRXQWV
7KHHVWLPDWHGWRWDOFRVWRIH[HUFLVLQJWKLVRSWLRQLV$7,401,023.01.
If you have further questions, please contact Rodney Dickerson, Program Director, Asset
Management, 202-727-0107.
cc: Rodney Dickerson, Program Director
Ken Alozie, Program Manager
Joseph Nzioki, Analyst
GOVERNMENT OF THE DISTRICT OF COLUMBIA
Office of the Chief Financial Officer
x kok
=a
MEMORANDUM
TO: FitzroyLee
Acting Chief Financial Officer
THRU: David Tseng Osi S,
General Cosel
FROM: Treva Saunders
Associate General Counsel,
Personnel and Procurement
DATE: May 19, 2022
SUBJECT: Certification of Legal Sufficiency
Contract No.: CFOPD-15-C-003
Contract Action: Partial Exercise- Option Period Two
Contractor: ICMA-Retirement Corporation
Contract NTE Amount: $7,401,023.01
Contract Purpose: To allow ICMA to manage the Districts 457 Deferred
Compensation and 401(a) Defined Contribution Pension Plans
This is to Certify that this Office has reviewed the above-referenced contract and that we have
found it to be legally sufficient. If you have any questions in this regard, please do not hesitate to
contact me at 442-7127.
7 Contract Number Page
ofPages
AMENDMENT OF SOLICITATION
/MODIFICATION OF CONTRACT CFOPD-15-C-003 1 1
2 Amendmeni/Modffcation Number| 3. Effective Date Requisiion/Purchase Request No. | 5. Solicitation Caption
Modification Number See 16 C below 401(a) & 457 Pens
Sixteen. Management Services
6. Issu8d by: Code 7. Administered By (other than tne 6)
Office of the Chief Financial Officer
Office of Contracts
1100 4% Street, S.W. Suite E610
Washington, D.C. 20024
Name and Address of Contractor (No. stree, Gly, counly, stale and zipcode) A. Amendment of Solicitation No.
ICMA Retirement Corporation 8B. Dated (See lem 17)
777 North
Washington, Capitol Street NE
DC 20002 x| 1 Noseaton of Conracvorder Ne.
Rod Alcazar CFOPD-15-C-003
Senior Director, Key Client Relations
(W) 202-682-6453 C. 202-262-1813
ralcazar@iemarc.orq
7108. Dated (See lem 13)
Code. Facility March 6, 2015
TiTHIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS:
[Tine above numbered soit s amendedassatforth in tem 14, The hour anddate speci for receipt ofOtters [is extended. is not extended
(ers must acknowledge recep of his amendment ror tothe hour and date spect in the solctaton ores amended, by one othe flowing methods
{2} By complain ems and 16, and returing opis ofthe amendment (0) By acknowadging roi of ths amondmenton each copy of ho TO
ofer
submitted orc) BY separate latter or ax whic acudes a reference to the solctaon an amendment number FAILURE OF YOURACKNOWLEDGMENT
BE RECEIVED ATTHebyPLACE DESIGNATED FORyouTHE RECEIPT OF anOFFERS PRIORTO THE HOUR ANDbeDATE SPECIFIED MAYprovided
RESULTeach
IN REJECTION
OF YOUR OFFER. vituo of tis amendment dese lo change ofr already submited, such may made by olor fax, ele or
telegram makos reference (othe sliiaton and tke amendment, ands recelved proto the opening hour and dala spedied
"2. Acoounting and Appropriation Data (If Required)
1S. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTSIORDERS,
IT MODIFIES THE CONTRACTIORDER NO. AS DESCRIBED IN ITEM 14
X_ | This change orders issued pursuant to (Specify Authority): 27 DMR Section 3601.3(a) and Section 1 Changesof the Contract
B The above numbered contracVorder is modified to reflect the administralive changes (euch as changes in paying office, appropriation dala
tc.) set forth in item 14, pursuant to the DC Financial Responsibility and Management Assistance Authority.
- This supplemental agreement is entered into pursuant to authority of
D. Other (Specify type of modification and authority)
EIMPORTANT: Gontracior [Dist is requiredtosign hisdocu andrunone (1)copy tthe ssungofc
Ta, Description of Amendmenl/Modification (Organized by UGF Section headings, Including solictaion/contract subject matter where feasibve)
The District intends to achieve the following with Modification #16:
A. Pursuant to Section F.1.2, Options to Extend, contained in the contract, the District hereby exercises the
remainderof Option Period Two for the period of performanceof July 16, 2022 through March 5, 2024. The
funding for this period is in the not to exceed amount of $7,401,023.01. The cumulative valueof the contract is
hereby increased from $52,953,971.98 by $7,401,023.01 to an amount not to exceed $60,354,994.99.
B. Allother terms and conditions shall remain unchanged.
Except as provided herein, allterme and condilionsof the document is referenced in Rem GA or 10A remain unchanged and in full force and effect
TBA. Name and TiteofSianer (Tvpe or print) 6A. NameofContracting Oficer
Erica McFarquhar -
Authorized Representative Dorothy Whisler Fortune, Esq., CPPO, Drakus Wiggins, CPPB, CPPO or
LL . y Anthony A. Stover, CPPO
a oT gent TSC. Date Signed | 168. Distnct of Columbia 766. Date Signed
autoresome)|17May2022 (Sigeof Conrctng Ofc)