USDS_RFP_91003122R0007_Amendment_0005_07122022.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 modifies the Unified Servicing and Data Solution (USDS) solicitation to provide continued student loan servicing capabilities for the U.S. Department of Education's Office of Federal Student Aid. The amendment updates responses to questions, revises certain business requirements and attachments, updates a notice requirement to align with new guidance, corrects pricing template cell references, increases the page limit for the technical approach volume, and specifies the pricing attachment file format. Offerors must acknowledge receipt of this amendment by the specified date to avoid rejection. The resulting USDS contracts will replace existing contracts and provide complete student loan servicing, loan consolidation origination and disbursement, financial and operational reporting, specialty claims processing, fulfillment, and data integrations with other FSA systems.

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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 91003122R00070005

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. The response to question #293 in Amendment 0004 indicated that the lockbox attachments for business requirement 9001.000 were under review. As a result of that review, requirement

9001.000 has been modified and the attachments have been revised.

The following attachment was renamed:

• 09001_ACH_Credit_PaymentFlow_v4_112819.pdf

The following attachment were added:

• 09001_Sample SRS.doc

• 09001_Lockbox Work Flow_07112022.pdf

• 09001_ECP_ACP Template_2-4-2019.pdf

The following attachments were deleted:

a. 09001_01a_Sample_StatementOfWork_v3.doc

b. 09001_01b_Sample_File Layout.html

c. 09001_01c_Blank_Agency_Cashflow Profile_V04062012.doc

d. 09001_01d_BoA_Lockbox CD Encryption Requirement (deleted by Amend #0004)

e. 09001_01e_Sampe ACH Credit SOW_v012013.doc

f. 09001_01f_Sample ACH FILE FORMAT.xls

g. 09001_01g_Lockbox Work Flow_10012012.pdf

3. Update the requirements 20016 (Higgins Notice) in Attachment 01 Business Operations Servicing Requirements to align with new guidance from the Department’s Office of General Counsel.

4. Revise Attachment 15 Pricing Template to correct the cell references in the equations for CLIN 10 Specialty Task - FFEL Guaranty Agency Rehabilitation Loan Purchases Excel row 70 on the Total Evaluated Price (TEP). The changed cells are highlighted in yellow.

5. Amend the solicitation to revise the following sections:

a. Revise Table 4 Proposal Volume Summary to increase the page limit of the Technical

Approach Volume from 76 pages by 10 pages to 86 pages.

b. Update the instructions for Volume 4: Pricing for Initial Task Order to specify that

Attachment 23 shall be provided as a Microsoft Excel file.

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: 91003122R00070005
EffDate: JUL 12, 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:

File details come from the government source that posted it. Updated .