USDS_RFP_91003122R0007_Amendment_0004_07062022.pdf

PDF 1 MB Posted

Attached to
Unified Servicing and Data Solution (USDS) Solicitation Federal contract opportunity
Solicitation number
91003122R0007
Issued by
Department of Education Contracts and Acquisition Management

About this file

This amendment to solicitation number 91003122R0007 seeks to provide continued student loan servicing capabilities for the U.S. Department of Education Office of Federal Student Aid. Specifically, the amendment updates pricing terms, removes certain requirements around total and permanent disability processing, restores an attachment regarding due diligence calls, revises pre-repayment contact requirements, replaces execution requests with a change management process, incorporates new HUBZone small business preference clauses, updates proposal expiration dates to 240 days, and replaces language around system security remedies. Offerors must acknowledge receipt of this amendment by the specified deadline in order to be considered for award of contracts to provide complete student loan servicing, consolidation origination and disbursement, financial reporting, specialty claims processing, fulfillment, operational reporting, and compliance monitoring through integrated data solutions replacing existing legacy servicer agreements.

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Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended. is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NUMBER

IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

Previous edition unusable

Attachment Page

PAGE 2 OF 2 91003122R00070004

The purpose of this amendment is to do the following:

1. Upload Federal Student Aid (FSA) responses to questions received pertaining to the Unified Servicing and Data Solution (USDS) solicitation. FSA has reviewed all questions relevant to proposal submissions and consolidated similar questions into a single question and answer to ensure consistency. Revised documents have had any highlighting from previous amendments removed. New changes are highlighted in yellow.

2. Amend Attachment 01 Business Operating Servicing Requirements to remove 14025.00 and

14026.00 under the USDS Model for TPD processing.

3. As part of the response to question #279 in Amendment 0003, FSA indicated that attachment 24011-Due Diligence Calls was removed from the solicitation. The intent of the change was to address the conflicting requirements noted in the question by removing the more prescriptive “Basic” Due Diligence Schedule outlined in the first tab of the attachment. By removing the entire attachment, FSA inadvertently removed the “At Risk” call schedule outlined in the second tab of the attachment. With Amendment 0004, the solicitation is amended to restore a revised version of the 24011-Due Diligence Calls attachment to the requirements and instead modify Business Requirement 24011.000 and this attachment to denote that the Basic Due Diligence schedule should align with CFR 682.411. The table within the 24011 attachment spreadsheet tab "Basic" as part of this revision is deleted. A revised version of the 24010-Pre-Repayment Contact attachment is also provided with Amendment 0004 replacing the previous version.

4. Amend the Business Operating Servicing Requirements to remove “Execution Request” from 5034.00, 5053.011, 26009.000, 33001.010, 33003.010 and replace with “through the change management process.”

5. Amend the Business Operating Servicing Requirements to add 18003.120.

6. Amend the Business Operating Servicing Requirements to remove 24012.00 and 24012.010.

7. Amend the solicitation to add zip file, 3002 Code Snippets and Brand Templates, to the Business

Operating Servicing Requirements Attachments and reference to the zip file in requirement 3002.060.

8. Amend Attachment 15 – Pricing Template, to update the Locality to Locality (City, State) under the Labor Category Worksheet and Initial Task Order worksheet and to update CLIN 10 Specialty Task - FFEL Guaranty Agency Rehabilitation Loan Purchases unit descriptions to “Quantity by Unit - per successful rehabilitation deal” under the Pricing Offer Template and Total Evaluated Price (TEP) worksheets

9. Amend the solicitation to revise the following sections:

a. Revise Section B’s description of CLIN 8, Specialty Task – Image Repository, to be based on the number of images supported and the description of CLIN 10 Specialty Task - FFEL Guaranty Agency Rehabilitation Loan Purchases to make the fixed price rate per “rehabilitation deal.”

b. Update Section I Contract Clauses to incorporate clause “52.219-4 Notice of Price Evaluation Preference for HUBZone Small Business Concerns (Sep 2021).”

c. Revise Part (2) (ii) of the Proposal Volume Requirements to update the language to include a requested offer expiration date of 240 calendar days.

d. The language in FSA term “FSA 39-4 Remedies for Contractor’s Violation of System Security Requirements” is replaced with new language.

1.2

C:\PERFORM\FORMS\S30.FRP

Forms Management

C:PERFORMFORMSS30.FRP

Acrobat PDFWriter 2.01 for Windows D:19971010095222 D:19990614133004 Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:(a) By completing items 8 and 15, and returning or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NUMBER

3. EFFECTIVE DATE

4. REQUISITION/PURCHASE REQUISITION NUMBER

5. PROJECT NUMBER (If applicable)

7. ADMINISTERED BY (If other than Item 6)

CODE

STANDARD FORM 30 (REV. 11/2016) Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended.

is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NUMBER IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY

CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer) Previous edition unusable

Descript:
Descript1: See Attachment Page.
AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT:
IDCode:
pdfpage1: 1
Pages: 2
DocNo: 91003122R00070004
EffDate: JUL 06, 2022
ReqNo:
ProjNo:
IssuedByCode: FSA-ACQ
IssuedBy: US Department of Education

FSA - Acquisitions, 830 First St NE - Suite 91F3 Washington DC 20202

AdminByCode:
AdminBy:
ContractorCode:
FacCode:
SolNo: 91003122R0007
SolDate: MAY 19, 2022
AwdNo:
AwdDate:
NoCopies:
Amended: Yes
OffrExt: Off
OffrNoEx: No
ApprData: See Schedule
ChgeOrd: Off
ChgeOrder:
Modify: Off
B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).:
SuppAgre: Off
SuppAuth:
ModOthr: Off
OthrSpec:
NoReq: Off
Require: Off
Copies:
SignName:
SignTitl:
ContDate:
ContrOfficerInfo:
CODate:
Contractor Info:
ContractorPOC:
Contractor:
ModAmount:
15B. CONTRACTOR/OFFEROR:
signature:
AwdChg: Off
SolChg: Yes
Header:
Footer1:

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