Employee Stock Ownership Plan Research

This RFI is issued solely for market research purposes and does not constitute a solicitation or a promise to issue a solicitation in the future. This RFI does not commit SSC/PKA to contract for any supply or service.

1. Introduction

SSC/PKA is conducting market research to gain a better understanding of the capabilities and experience of Employee Stock Ownership Plan (ESOP) companies operating within the commercial market. This research will inform future potential opportunities.

2. Scope of Interest

We are specifically interested in identifying ESOP companies capable of performing work under one or more of the following North American Industry Classification System (NAICS) codes:

• 541715 - Research and Development in Physical, Engineering, and Life Sciences (except Nanotechnology and Biotechnology)


• 541611 - Administrative Management and General Management Consulting Services


• 541219 - Other Accounting Services


• 541330 - Engineering Services


• 541512 – Computer Systems Design Services


• 541519 - Other Computer Related Services


• 54151 - Computer Systems Design and Related Services

ESOP companies who do not fall under one of these NAICS codes are still encouraged to submit their information, as the above list is not an all-encompassing list of capabilities that SSC/PKA is interested in.

3. Information Requested

Interested ESOP companies are requested to provide the following information:

• Verification of ESOP Status: Please include one of the following documents to verify your organization's status as an Employee Stock Ownership Plan (ESOP) company:
  
  
  
  
  • Trust Agreement
  
  
  • Trustee Certification
  
  
  • Employee Retirement Income Security Act (ERISA) compliance documents
  
  
  • Summary Plan Description (SPD)
  
  
  • Annual ESOP report
  
  
  • Form 5500
  
  
  
  


• Applicable NAICS Codes: List all NAICS codes under which your ESOP company is capable of performing work.


• Capabilities Document: Provide a brief document outlining your company's capabilities and experience relevant to the NAICS codes listed above.


• Government Contracting Experience (Optional): If applicable, please share information regarding any contracts your ESOP company has completed with the U.S. Government through the ESOP Pilot Program.

4. Submission Instructions

Responses from interested companies are due NLT 1700 PST 31 MAR 25541 to the Primary POC, Lt Oisin Doyle, at oisin.doyle.1@spaceforce.mil and the Alternate POC, Nichole Hill, at nichole.hill.4@spaceforce.mil. The subject line should be “ESOP RFI.” Any questions can be directed to the above POCs

5. Questions

Direct any questions regarding this RFI to Primary POC, Lt Oisin Doyle, at oisin.doyle.1@spaceforce.mil and the Alternate POC, Nichole Hill, at nichole.hill.4@spaceforce.mil.

Thank you for your interest and participation.