9531CB20R0010.pdf

9531CB20R0010

Credit Product Consumer Direct Marketing

CREDIT PRODUCT CONSUMER DIRECT MARKETING

CONSUMER FINANCIAL PROTECTION AGENCY

OFFICE OF RESEARCH, WASHINGTON, DC

COMBINED SYNOPSIS/SOLICITATION

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice.

This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued.

This solicitation is being issued as a Request for Proposal (RFP) under 9531CB20R0010. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular FAC 2020-04.

The NAICS Code for this procurement is 541910 – Marketing Research and Public Opinion Polling PSC R701 – Advertising Services

1.0 PRICING TABLE – Total Evaluated Price

The CFPB is seeking Credit Product Consumer Direct Marketing Reports for a 12-month base period and four (4) 12-month option periods.

Proposals shall include a price for the base year and each option period. The Awardee will be paid on a Firm Fixed Price basis for the base period and each option period exercised.

Please complete the below Pricing Table by providing a Firm Fixed Price for the Base Period, Option Period 1, Option Period 2, Option Period 3 and Option Period 4; these figures will be totaled to arrive at each vendor’s/offeror’s Total Evaluated Price.

CLIN ITEM DESCRIPTION Qty UNIT FIRM

FIXED

PRICE

BASE PERIOD

0001 Credit Product Consumer Direct Marketing Reports and Data

1 Lot $

OPTION PERIOD 1

http://farsite.hill.af.mil/reghtml/regs/far2afmcfars/fardfars/far/12.htm#P298_49781

0002 Credit Product Consumer Direct Marketing Reports and Data

1 Lot $

OPTION PERIOD 2

0003 Credit Product Consumer Direct Marketing Reports and Data

1 Lot $

OPTION PERIOD 3

0004 Credit Product Consumer Direct Marketing Reports and Data

1 Lot $

OPTION PERIOD 4

0005 Credit Product Consumer Direct Marketing Reports and Data

1 Lot $

2.0 BACKGROUND

The Bureau of Consumer Financial Protection (CFPB) is an independent bureau within the Federal Reserve System that helps empower consumers with the information they need to make financial decisions that are best for them and their families. Created by the Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank Act), the CFPB also works to promote fairness and transparency for mortgages, credit cards, and other consumer financial products and services. The CFPB sets and enforces clear, consistent rules that allow banks and other consumer financial service providers to compete on a level playing field and that let consumers see clearly the costs and features of products and services.

Within the CFPB, the offices of Research, Markets & Regulations are charged with the responsibility of monitoring developments within the markets for consumer financial services and providing a perspective on key trends and dynamics which is grounded in rigorous, evidence-based research and analysis.

3.0 SCOPE

The CFPB requires consumer credit marketing research reports and data services in order to accomplish research and data reports with consumer credit originations marketing, existing customer marketing, and other customer communications. The CFPB requires access for unlimited users to the data underlying the reports. With respect to marketing and solicitation, or other consumer communication, the CFPB requires access to reporting and data that will provide insights into a variety of topics.

4.0 REQUIREMENTS

A. Reporting and Data shall include sufficient information to cover the following topics:

1. Mail volume

2. Distribution of mail solicitations by type of product (rewards, non-rewards, debt settlement, debt relief, personal loan, mortgage, HELOC)

3. Distribution of mail solicitations by type of solicitation (pre-screen, invitation to apply)

4. Distribution of mail solicitations by demographics (age, income, geography, race/ethnicity etc.)

5. Pricing of products being marketed (fees, APR, promotional offers, etc.)

6. Household penetration of mail volume

7. Distribution of mail solicitation by risk characteristics (non-trended FICO score)

8. Household penetration of offers by risk characteristics

9. Pricing of products by risk characteristics

10. Marketing of balance transfers

11. Marketing of cash advances

12. Marketing of purchase incentives

13. Increases and decreases in APR

14. Changes in terms

B. For Originations Marketing and Customer Communications

1. Contractor shall maintain a consumer panel from which it is able to reliably estimate and report on product direct mail solicitations to both current and prospective customers, using a statistically sound sampling methodology that provides results that may be relied upon to produce peer-reviewed research.

2. Contractor shall provide monthly reporting on estimated mail volumes and key market developments.

3. Contractor shall provide quarterly reporting on mail volumes, product, product pricing, demographics, and household penetration

4. Contractor shall provide CFPB with access to a monthly data file in a non-personalized format to allow CFPB to conduct its own analyses of the data. The data should have a panel identifier, a household identifier for each related panelist, a refreshed FICO score for the panelist (see item 5 below for details), and a flag for current or prospective product holder. The data, including the FICO score should be updated on monthly basis. The data should start with mailings from October of 2019 to the end of the period of performance.

5. Specifically, included in the monthly dataset described above, contractor shall provide CFPB access to the non-trended FICO credit score for each panelist, appended to all other characteristics of the mailings (e.g., mail volume, product, product pricing and other offer terms, prescreening) in raw data form in a non-personalized format with a weighting that can be used for reliable estimation

C. Online interface

1. Contractor shall provide consistent access to an online interface to an unlimited number of users.

2. Online-accessed data is available to download in Excel format.

3. Marketing content is text-recognized machine-searchable.

4. Interface allows user to filter for “adjustable rate mortgages” (ARMs) and “debt settlement” or “debt relief” companies.

5.0 DATA USE

The CFPB intends to use the data provided by this contract in Bureau reports to the public. Data will be appropriately cited and referenced in each report. In addition, the information publicized in Bureau reports may be used by other institutions and cited in additional research.

6.0 LICENCE OF INTELLECTUAL PROPERTY RIGHTS

Section (n) of FAR 52.212-4 (Contract Terms and Conditions – Commercial Terms) is inapplicable and superseded by FAR 52.227-14 (Rights in Data – General) with its Alternate II (Limited Rights in Data). Contractor retains all rights to Intellectual Property generated for Commercial Use and provided to the CFPB under this contract.

7.0 PERIOD OF PERFORMANCE

The period of performance is as follows:

CLIN Dates

CLIN 0001 Date of Award through 12 Months Thereafter

Option CLIN 0002 Date of Option Exercise through 12 Months Thereafter

Option CLIN 0003 Date of Option Exercise through 12 Months Thereafter

Option CLIN 0004 Date of Option Exercise through 12 Months Thereafter

Option CLIN 0005 Date of Option Exercise through 12 Months Thereafter

8.0 DELIVERABLES

All deliverables are to be submitted electronically in Microsoft product (Word, Excel, PowerPoint, Visio, etc.) and/or Adobe (.pdf) format. The Contractor shall ensure all deliverables are clear, concise, technically accurate, well-organized, properly referenced, and complete by the associated due dates.

Deliverable Due Date (Business Days)

D1. Historical Data and Reports (from October 2019 to contract award)

Within 45 days after award

D2. Industry Reports and presentation of trends Quarterly, no later than the 45th day following quarter end

D3. Data Monthly, no later than the 15th of each month. (45 days after the end of the month represented by the data)

9.0 KEY PERSONNEL.

Key Personnel Requirements

The following required staff is considered Key Personnel by the Government:

Quarterly Trends Presentation Personnel

Duties: Responds to questions about new developments, and identifies product changes or new product innovations

Minimum experience: Five (5) years of experience collecting marketing materials, producing trend reports, and identifying and presenting market trends research specifically in the credit card market industry. Expertise must also include a minimum of two (2) examples of the marketing material and data collected by the Key Personnel having been used or cited by third parties in public-facing documents. Such examples may include industry reports and/or academic research that have been published in peer-reviewed journals.

10.0 PLACE OF PERFORMANCE (September 2018)

Services performed under this Contract shall primarily be performed at a Contractor-provided location. If multiple locations are stated in the contract, the Contracting Officer’s Representative (COR) will inform the Contractor as to the correct location based on the requirement. Unless otherwise specified in the contract, the Contractor will not be reimbursed for any travel expenses.

Contractor personnel may be allowed to telecommute (on a routine or episodic basis) from a remote location only if pre-approved in writing by the Contracting officer or the COR. Approval to telecommute on a routine or episodic basis will be at the COR’s discretion based on the requirement. Before beginning to telecommute, Contractor personnel are subject to a waiting period which will be determined by the COR. If a routine telecommute day(s) is established, the COR may unilaterally incorporate a schedule adjustment that requires the work to be temporarily performed at the primary work location. The COR will provide notification of such adjustment(s) as soon as possible, but no less than by close of business the prior business day. The COR may also request the Contractor’s PM POC to have their Contractor personnel telecommute due to a building or Government closure due to weather, natural disaster, etc. If telecommuting occurs, the Government is only responsible for providing the Contractor with a means to remotely access the Government network. The Government is not responsible for providing additional equipment, materials or facilities for work performed remotely. The Bureau will not reimburse the Contractor for any expenses incurred by Contractor personnel related to telecommuting, excluding actual time worked while telecommuting.

11.0 INSTRUCTIONS TO OFFERORS-COMMERCIAL ITEMS (OCT 2018)

(a) North American Industry Classification System (NAICS) code and small business size standard. The NAICS code and small business size standard for this acquisition is 541910 – Marketing Research and Public Opinion Polling PSC R701 – Advertising Services.

(b) Submission of offers. Offerors must submit their proposal via email to catherine.palmer@cfpb.gov no later than 12:00 p.m. EST on 24 March 2020. Offers may be submitted on letterhead stationery, or as otherwise specified in the solicitation. As a minimum, proposals must show --

(1) The solicitation number;

(2) The time specified in the solicitation for receipt of offers;

mailto:catherine.palmer@cfpb.gov

(3) The name, address, and telephone number of the offeror;

(4)A technical description of the items being offered in sufficient detail to evaluate compliance with the requirements in the solicitation. This may include product literature, or other documents, if necessary;

(5) Terms of any express warranty;

(6) Price and any discount terms;

(7) “Remit to” address, if different than mailing address;

(8)A completed copy of the representations and certifications at FAR 52.212-3 (see FAR 52.212-3(b) for those representations and certifications that the offeror shall complete electronically);

(9) Acknowledgment of Solicitation Amendments;

(10) Past performance information, when included as an evaluation factor, to include recent and relevant contracts for the same or similar items and other references (including contract numbers, points of contact with telephone numbers and other relevant information); and

(11)If the offer is not submitted on the SF 1449, include a statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation. Offers that fail to furnish required representations or information, or reject the terms and conditions of the solicitation may be excluded from consideration.

(c) Period for acceptance of offers. The offeror agrees to hold the prices in its offer firm for 30 calendar days from the date specified for receipt of offers, unless another time period is specified in an addendum to the solicitation.

(d) Product samples. When required by the solicitation, product samples shall be submitted at or prior to the time specified for receipt of offers. Unless otherwise specified in this solicitation, these samples shall be submitted at no expense to the Government, and returned at the sender’s request and expense, unless they are destroyed during preaward testing.

(e) Multiple offers. Offerors are encouraged to submit multiple offers presenting alternative terms and conditions, including alternative line items (provided that the alternative line items are consistent with subpart 4.10 of the Federal Acquisition Regulation), or alternative commercial items for satisfying the requirements of this solicitation. Each offer submitted will be evaluated separately.

(f) Late submissions, modifications, revisions, and withdrawals of offers.

(1) Offerors are responsible for submitting offers, and any modifications, revisions, or withdrawals, so as to reach the Government office designated in the solicitation by the time https://www.acquisition.gov/content/52212-3-offeror-representations-and-certifications-commercial-items#i1060550 https://www.acquisition.gov/content/52212-3-offeror-representations-and-certifications-commercial-items#i1060550 https://www.gsa.gov/forms-library/solicitationcontractorder-commercial-items https://www.acquisition.gov/content/subpart-410-uniform-use-line-items#iSubpart_4_10 specified in the solicitation. If no time is specified in the solicitation, the time for receipt is 4:30 p.m., local time, for the designated Government office on the date that offers or revisions are due.

(2)

(i) Any offer, modification, revision, or withdrawal of an offer received at the Government office designated in the solicitation after the exact time specified for receipt of offers is “late” and will not be considered unless it is received before award is made, the Contracting Officer determines that accepting the late offer would not unduly delay the acquisition; and-

(A)If it was transmitted through an electronic commerce method authorized by the solicitation, it was received at the initial point of entry to the Government infrastructure not later than 5:00 p.m. one working day prior to the date specified for receipt of offers; or

(B) There is acceptable evidence to establish that it was received at the Government installation designated for receipt of offers and was under the Government’s control prior to the time set for receipt of offers; or

(C)If this solicitation is a request for proposals, it was the only proposal received.

(ii) However, a late modification of an otherwise successful offer, that makes its terms more favorable to the Government, will be considered at any time it is received and may be accepted.

(3) Acceptable evidence to establish the time of receipt at the Government installation includes the time/date stamp of that installation on the offer wrapper, other documentary evidence of receipt maintained by the installation, or oral testimony or statements of Government personnel.

(4)If an emergency or unanticipated event interrupts normal Government processes so that offers cannot be received at the Government office designated for receipt of offers by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation or other notice of an extension of the closing date, the time specified for receipt of offers will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

(5) Offers may be withdrawn by written notice received at any time before the exact time set for receipt of offers. Oral offers in response to oral solicitations may be withdrawn orally. If the solicitation authorizes facsimile offers, offers may be withdrawn via facsimile received at any time before the exact time set for receipt of offers, subject to the conditions specified in the solicitation concerning facsimile offers. An offer may be withdrawn in person by an offeror or its authorized representative if, before the exact time set for receipt of offers, the identity of the person requesting withdrawal is established and the person signs a receipt for the offer.

(g) Contract award (not applicable to Invitation for Bids). The Government intends to evaluate offers and award a contract without discussions with offerors. Therefore, the offeror’s initial offer should contain the offeror’s best terms from a price and technical standpoint.

However, the Government reserves the right to conduct discussions if later determined by the Contracting Officer to be necessary. The Government may reject any or all offers if such action is in the public interest; accept other than the lowest offer; and waive informalities and minor irregularities in offers received.

(h) Multiple awards. The Government may accept any item or group of items of an offer, unless the offeror qualifies the offer by specific limitations. Unless otherwise provided in the Schedule, offers may not be submitted for quantities less than those specified. The Government reserves the right to make an award on any item for a quantity less than the quantity offered, at the unit prices offered, unless the offeror specifies otherwise in the offer.

(i) Availability of requirements documents cited in the solicitation.

(1)

(i) The GSA Index of Federal Specifications, Standards and Commercial Item Descriptions, FPMR Part 101-29, and copies of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained for a fee by submitting a request to-

GSA Federal Supply Service Specifications Section

Suite 8100 470 East L’Enfant Plaza, SW

Washington, DC 20407

Telephone (202) 619-8925

Facsimile (202) 619-8978.

(ii)If the General Services Administration, Department of Agriculture, or Department of Veterans Affairs issued this solicitation, a single copy of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained free of charge by submitting a request to the addressee in paragraph (i)(1)(i) of this provision. Additional copies will be issued for a fee.

(2) Most unclassified Defense specifications and standards may be downloaded from the following ASSIST websites:

(i) ASSIST ( https://assist.dla.mil/online/start/).

(ii) Quick Search ( http://quicksearch.dla.mil/).

(iii) ASSISTdocs.com (http://assistdocs.com).

http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 http://assistdocs.com/

(3) Documents not available from ASSIST may be ordered from the Department of Defense Single Stock Point (DoDSSP) by-

(i) Using the ASSIST Shopping Wizard (https://assist.dla.mil/wizard/index.cfm);

(ii) Phoning the DoDSSP Customer Service Desk (215) 697-2179, Mon-Fri, 0730 to 1600 EST; or

(iii) Ordering from DoDSSP, Building 4, Section D, 700 Robbins Avenue, Philadelphia, PA 19111-5094, Telephone (215) 697-2667/2179, Facsimile (215) 697-1462.

(4) Nongovernment (voluntary) standards must be obtained from the organization responsible for their preparation, publication, or maintenance.

(j) Unique entity identifier. (Applies to all offers exceeding $3,500, and offers of $3,500 or less if the solicitation requires the Contractor to be registered in the System for Award Management (SAM).) The Offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation “Unique Entity Identifier” followed by the unique entity identifier that identifies the Offeror's name and address. The Offeror also shall enter its Electronic Funds Transfer (EFT) indicator, if applicable. The EFT indicator is a four-character suffix to the unique entity identifier. The suffix is assigned at the discretion of the Offeror to establish additional SAM records for identifying alternative EFT accounts (see subpart 32.11) for the same entity. If the Offeror does not have a unique entity identifier, it should contact the entity designated at www.sam.gov for unique entity identifier establishment directly to obtain one. The Offeror should indicate that it is an offeror for a Government contract when contacting the entity designated at www.sam.gov for establishing the unique entity identifier.

(k)[Reserved]

(l) Debriefing. If a post-award debriefing is given to requesting offerors, the Government shall disclose the following information, if applicable:

(1) The agency’s evaluation of the significant weak or deficient factors in the debriefed offeror’s offer.

(2) The overall evaluated cost or price and technical rating of the successful and the debriefed offeror and past performance information on the debriefed offeror.

(3) The overall ranking of all offerors, when any ranking was developed by the agency during source selection.

(4)A summary of the rationale for award;

(5) For acquisitions of commercial items, the make and model of the item to be delivered by the successful offeror.

https://assist.dla.mil/wizard/index.cfm https://www.acquisition.gov/content/subpart-3211-electronic-funds-transfer#i1080713 http://www.sam.gov/ http://www.sam.gov/

(6) Reasonable responses to relevant questions posed by the debriefed offeror as to whether source-selection procedures set forth in the solicitation, applicable regulations, and other applicable authorities were followed by the agency.

(End of provision)

12.0 FAR 52.212-2 EVALUATION -- COMMERCIAL ITEMS (OCT 2014)

(a) Best Value Determination and Award. The best value determination, including a possible cost-technical tradeoff, will be made as follows

The Total Evaluated Price will be the determining factor for award where two or more proposals are considered substantially technically equal. That is, where the Government determines that the Technical Capabilities are not significantly different among the most competitive proposals, then the proposal with the lowest price will represent the best value and will be selected for award.

If the Government determines that there are significant technical differences between two or more technically capable Offerors, then a more expensive proposal may be selected for award where the Government determines based on a cost-technical trade-off analysis that the value of the selected proposal is worth the price differential and represents the best value.

If the Government determines that the Offeror most highly rated on the Technical Capability factor also has the lowest Total Evaluated Price, then that Offeror represents the best value and will be selected for award.

12.1 Each Offeror shall review the terms and conditions set forth in this RFP and review its proposal to ensure compliance with the terms and conditions set forth in this document.

All pricing shall comply with the Pricing Tables set forth in this RFP.

The proposals shall contain two (2) separate volumes in the manner specified below:

• Volume 1: Technical Proposal

• Volume 2: Price Quotation

Quotation Content - At a minimum the quotation shall include the following:

a. Technical Proposal. The Technical Proposal shall include the information described below. Each section of the proposal is subject to the page limitation shown in brackets after the section title. All page limitations are based on one side of 8.5" by 11" paper, 0.5" margins, and font size shall be 12 point with no reduction. A 10-point font is allowable for tables and graphics. Proposals submitted that do not adhere to the page limitations will have the extra pages removed as additional pages above the page limit will not be reviewed or evaluated. Do NOT include any price-related information in the Technical Proposal.

(1) Executive Summary (1 Page). Provide a concise narrative summary of your technical proposal highlighting any key or unique features. If any portion of the work will be subcontracted, identify the subcontractor(s) and their respective role(s). Offerors shall also provide Contractor POC Information.

(2) Factor 1 – Technical Capability

2.1 Subfactor 1 – Technical Approach (10 Pages)

The Technical Approach shall detail and demonstrate the research methodology used to collect data, the selection criteria for panelists, and the sampling methodology which should include how weights are calculated. The Offeror shall provide a detailed description of its sampling methodology that sufficiently demonstrates that the reports and underlying data it produces are representative of the consumer credit market. The examples of representativeness may include, but are not limited to, the evidence of its coverage in terms of number of entities, or number of mail pieces that could potentially be benchmarked against the general U.S. population, U.S. population with access to consumer credit or other appropriate metrics. A breakdown of the sampling methodology and coverage by demographic groups such as age, geography, credit scores, and by type of entity would be helpful.

The Offeror shall provide examples of instances where peer-reviewed research has relied upon these data.

The Offeror shall provide a detailed data dictionary for the underlying data to be provided. (Excluded from page count)

2.2 Subfactor 2 – Sample Dataset. (No Page Limit)

The Vendor shall provide a sample dataset that demonstrates its capabilities to provide each of the requirements of the RFP.

Sample data shall include mail data from July through September 2019, including monthly refreshed FICO score at the individual consumer level, with appropriate scaling factors for U.S.

population weighting. Additionally, three (3) examples of recent market trends reports. The sample data shall be provided in an Excel or comma-separated values formatted file.

2.3 Subfactor 3 -- Firm Expertise/Key Personnel (5 pages, including resume).

The Offeror shall describe its organizational experience which is relevant to this requirement including similar work performed and/or work performed that required the skills necessary to perform this work, either in the Government or private sector. For the purposes of this section, the term “Offeror” is defined to include teaming partners and major subcontractors, if any. To demonstrate firm experience the Offeror shall describe a minimum of three (3) relevant projects that the firm has completed or initiated within the last five (5) years.

For each project, the Offeror shall provide a narrative describing:

o Specific work performed, including the approach, key tasks/deliverables, organization, oversight/quality assurance, etc.

o Relevance of the work performed to the tasks listed in the

SOW.

o Resources used, including the number of program and contractor personnel, supporting systems, and tools.

o Obstacles encountered and how they were overcome.

o Key outcomes of the project.

Additionally, a resume, no more than three (3) pages in length each, shall be provided for each key personnel. Resumes shall describe the experience, education, background, specific scientific or technical accomplishments and identify special qualifications applicable to contract performance. The Offeror should include recent and relevant experience, especially experience which closely matches the subject matter, size and complexity of the work requirements of this RFP. The resume must provide sufficient detail to ascertain that proposed personnel education and experience relate to the requirements in this document.

Offerors shall provide the following information in the Key Personnel resume:

a) The employment work history demonstrating that the proposed individual meets the minimum position qualifications (education and experience) specified for key personnel in Section II, para. 4 of this solicitation.

b) The employment/work history, in chronological order, including the names of employers, position titles, start and end dates of employment in format (MM/YYYY) and including responsibilities and duties performed during the employment period;

c) Any additional relevant information at Offeror’s discretion; and,

d) If the proposed Key Personnel is not a current employee of the Offeror, the Offeror shall provide a signed letter of intent (not included in page count) to accept employment.

2.4 Subfactor 4 - Past Performance Information (3 pages)

The Offeror shall provide three (3) references for contracts performed for Federal Government and/or commercial clients that demonstrate recent and relevant past performance. Recent is defined as within the last five (5) years. Relevant is defined as work similar in complexity, magnitude, and type to the work described in the solicitation.

Each reference shall include the following information:

o Project title o Description of the project o Problems encountered (if any) and corrective action taken o Contract and task order number, if applicable o Contract amount o Government Agency/Organization o COR’s name, address, email, and phone number o Contracting Officer’s name, address, email, and phone number o Current status, e.g., completed and/or if in progress, start and estimated completion dates o Dollar value and type of contract

b. Price Proposal (Unlimited pages). The Price Quotation shall be strictly limited to price information and supporting documentation. The price proposal shall contain the following:

(1) Authorized Individual. Provide the name, title, telephone number, fax number, and e-mail address for the individual designated as the central point of contact for this proposal.

(2) Amendments. Provide signed copies of any released amendments.

(3) Terms and Conditions. Confirm that your quotation is in complete compliance with the terms and conditions of this RFP.

(4) Assumptions. Describe any assumptions used to develop the quotation.

(5) Exceptions/Deviations. Confirm in writing that you take no exceptions or deviations to/from the RFP. If you do take exceptions to or deviations from the RFP, please clearly and succinctly identify them. Please note that exceptions or deviations may render your quotation technically unacceptable.

Pricing. Provide completed Pricing Rate Tables (See Section I) by inserting proposed prices in the Table. For pricing purposes, the Government estimates the Contract will be awarded in late April 2020. Offeror pricing will be evaluated based upon Total Price.

12.2 Proposal Submission

Offerors must submit their proposal via email to Catherine.Palmer@cfpb.gov no later than 12:00 p.m. EST on 24 March 2020.

13 Evaluation of Proposals and Evaluation Factors for Award

52.217-5 Evaluation of Options (Jul 1990)

Except when it is determined in accordance with FAR 17.206(b) not to be in the Government’s best interests, the Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement.

Evaluation of options will not obligate the Government to exercise the option(s).

End of Clause

The Government intends to award one Contract as a result of this RFP to the Offeror whose proposal, conforming to the RFP, is the most advantageous to the Government using Best Value competitive procedures, but reserves the right to make multiple or no mailto:Catherine.Palmer@cfpb.gov awards. Offerors that do not meet all of the requirements specified in this RFP may not be considered for award. In determining which proposal is most advantageous, the Government will evaluate two factors, “Technical Capability” and “Total Evaluated Price”, with “Technical Capability” being more important than “Total Evaluated Price.”

(a) Technical Capability. Within the “Technical Capability” factor the

Government will evaluate four (4) subfactors, which are of listed in order of importance. Please note that the Technical Capability factor will be assigned an overall rating in consideration of the findings supporting the ratings assigned at the subfactor level.

i. Subfactor 1: Technical Approach. The CFPB will evaluate the effectiveness of the Offeror’s approach to performing and managing the work encompassed in the solicitation and demonstrates that the reports and underlying data it produces are representative of the consumer credit market.

ii. Subfactor 2: Dataset. The CFPB will evaluate the dataset to ensure it is consistent with the technical approach and methodology and is consistent with the market.

iii. Subfactor 3: Firm Expertise/Key Personnel. The CFPB will assess the degree to which an Offeror has experience performing the same or similar work. Within key personnel the CFPB will access the degree to which the personnel meet the key personnel requirements.

iv. Subfactor 3: Past Performance. The Government will consider the past performance information submitted, as well as information obtained from any other sources, when evaluating the offeror past performance.

In the case of an Offeror without a record of relevant past performance or for whom information on past performance is not available, the Offeror will be assigned a “neutral” rating under this factor and will not be rated favorably or unfavorably on past performance.

(b) Total Evaluated Price. To be considered for award, the Offeror must complete the Pricing Tables contained in Section I of this RFP. Offerors who fail to comply with these requirements will receive no further consideration and may be eliminated from this evaluation. Offeror pricing will be evaluated based upon the Total Evaluated Price (base period plus option periods) reflected in the completed Pricing Table. The Government will assess the reasonableness of the proposed Total Evaluated Price.

14.0 REQUEST FOR PROPOSAL QUESTIONS

Any questions concerning this RFP must be emailed to the Contracting Officer at catherine.palmer@cfpb.gov. Questions must be received by 12:00 p.m. local Washington, D.C. time on 17 March 2020. The Government will respond in writing to questions submitted by this date. The response will include answers to the questions and/or RFP amendments, as necessary. The Government will not respond to questions initiated over the telephone, or in any other format except as directed herein and may not respond to written questions received after the due date. The following format in a Word document must be used.

Q# QUESTION REFERENCE PAGE

15.0 FAR 52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS --

COMMERCIAL ITEMS (DEC 2019)

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically in the System for Award Management (SAM) accessed through https://www.sam.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (v)) of this provision.

Offerors shall include a completed copy of the required portion of the provision at 52.212-3, Offeror Representations and Certifications -- Commercial Items, with its offer.

mailto:cat https://www.sam.gov/ http://farsite.hill.af.mil/reghtml/regs/far2afmcfars/fardfars/far/52_000.htm#P1626_230606

16.0 FAR 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO

IMPLEMENT STATUTES OR EXECUTIVE ORDERS -- COMMERCIAL

ITEMS (JAN 2020)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (Jan 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015)

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (Aug 2019) (Section 889(a)(1)(A) of Pub. L. 115- 232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015).

(5) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(6) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77, 108-78 (19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the contracting officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.]

_X_ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with Alternate I (Oct 1995) (41 U.S.C. 4704 and 10 U.S.C. 2402).

__ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Oct 2015) (41 U.S.C. 3509)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (June 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

_X_ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Oct 2018) (Pub. L. 109-282) (31 U.S.C. 6101 note).

__ (5)[Reserved].

https://www.acquisition.gov/content/52204-25-prohibition-contracting-certain-telecommunications-and-video-surveillance-services-or-equipment#id1989I600I4C https://www.acquisition.gov/content/52209-10-prohibition-contracting-inverted-domestic-corporations#i1062680 https://www.acquisition.gov/content/52203-6-restrictions-subcontractor-sales-government#i1063319 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52203-13-contractor-code-business-ethics-and-conduct#i1063504 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52203-15-whistleblower-protections-under-american-recovery-and-reinvestment-act-2009#i1063607 https://www.acquisition.gov/content/52204-10-reporting-executive-compensation-and-first-tier-subcontract-awards#i1064087 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title31-section6101&num=0&edition=prelim

__ (6) 52.204-14, Service Contract Reporting Requirements (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

__ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

_X_ (8) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (Oct 2015) (31 U.S.C. 6101 note).

_X_ (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Oct 2018) (41 U.S.C. 2313).

__ (10)[Reserved].

__ (11) (i) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Nov 2011) (15 U.S.C.657a).

__ (ii) Alternate I (Nov 2011) of 52.219-3.

__ (12) (i) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (Oct 2014) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

__ (ii) Alternate I (Jan 2011) of 52.219-4.

__ (13)[Reserved]

__ (14) (i) 52.219-6, Notice of Total Small Business Set-Aside (Nov 2011) (15 U.S.C.644).

__ (ii) Alternate I (Nov 2011).

__ (iii) Alternate II (Nov 2011).

__ (15) (i) 52.219-7, Notice of Partial Small Business Set-Aside (June 2003) (15 U.S.C. 644).

__ (ii) Alternate I (Oct 1995) of 52.219-7.

__ (iii) Alternate II (Mar 2004) of 52.219-7.

_X_ (16) 52.219-8, Utilization of Small Business Concerns (Oct 2018) (15 U.S.C. 637(d)(2) and (3)).

__ (17) (i) 52.219-9, Small Business Subcontracting Plan (Aug 2018) (15 U.S.C. 637(d)(4))

__ (ii) Alternate I (Nov 2016) of 52.219-9.

__ (iii) Alternate II (Nov 2016) of 52.219-9.

__ (iv) Alternate III (Nov 2016) of 52.219-9.

__ (v) Alternate IV (Aug 2018) of 52.219-9 https://www.acquisition.gov/content/52204-14-service-contract-reporting-requirements#i1064214 https://www.acquisition.gov/content/52204-15-service-contract-reporting-requirements-indefinite-delivery-contracts#i1064243 https://www.acquisition.gov/content/52209-6-protecting-government%E2%80%99s-interest-when-subcontracting-contractors-debarred-suspended-or-proposed-debarment#i1062590 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title31-section6101&num=0&edition=prelim https://www.acquisition.gov/content/52209-9-updates-publicly-available-information-regarding-responsibility-matters#i1062651 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title41-section2313&num=0&edition=prelim https://www.acquisition.gov/content/52219-3-notice-hubzone-set-aside-or-sole-source-award#i1057314 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title15-section637a&num=0&edition=prelim https://www.acquisition.gov/content/52219-3-notice-hubzone-set-aside-or-sole-source-award#i1057314 https://www.acquisition.gov/content/52219-4-notice-price-evaluation-preference-hubzone-small-business-concerns#i1057352 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52219-4-notice-price-evaluation-preference-hubzone-small-business-concerns#i1057352 https://www.acquisition.gov/content/52219-6-notice-total-small-business-set-aside#i1057393 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52219-7-notice-partial-small-business-set-aside#i1057419 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52219-7-notice-partial-small-business-set-aside#i1057419 https://www.acquisition.gov/content/52219-7-notice-partial-small-business-set-aside#i1057419 https://www.acquisition.gov/content/52219-8-utilization-small-business-concerns#i52_219-8 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52219-9-small-business-subcontracting-plan#i52_219-9 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52219-9-small-business-subcontracting-plan#i52_219-9 https://www.acquisition.gov/content/52219-9-small-business-subcontracting-plan#i52_219-9 https://www.acquisition.gov/content/52219-9-small-business-subcontracting-plan#i52_219-9 https://www.acquisition.gov/content/52219-9-small-business-subcontracting-plan#i52_219-9

__ (18) 52.219-13, Notice of Set-Aside of Orders (Nov 2011) (15 U.S.C. 644(r)).

__ (19) 52.219-14, Limitations on Subcontracting (Jan 2017) (15 U.S.C.637(a)(14)).

__ (20) 52.219-16, Liquidated Damages-Subcontracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).

__ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Oct 2019) (15 U.S.C. 657f).

__ (22) 52.219-28, Post Award Small Business Program Rerepresentation (Jul 2013) (15 U.S.C. 632(a)(2)).

__ (23) 52.219-29, Notice of Set-Aside for, or Sole Source Award to, Economically Disadvantaged Women-Owned Small Business Concerns (Dec 2015) (15 U.S.C. 637(m)).

__ (24) 52.219-30, Notice of Set-Aside for, or Sole Source Award to, Women-Owned Small Business Concerns Eligible Under the Women-Owned Small Business Program (Dec 2015) (15 U.S.C. 637(m)).

_X_ (25) 52.222-3, Convict Labor (June 2003) (E.O.11755).

__ (26) 52.222-19, Child Labor-Cooperation with Authorities and Remedies (Jan 2020) (E.O.13126).

X__ (27) 52.222-21, Prohibition of Segregated Facilities (Apr 2015).

_X_ (28) (i) 52.222-26, Equal Opportunity (Sept 2016) (E.O.11246).

__ (ii) Alternate I (Feb 1999) of 52.222-26.

_X_ (29) (i) 52.222-35, Equal Opportunity for Veterans (Oct 2015) (38 U.S.C. 4212).

__ (ii) Alternate I (July 2014) of 52.222-35.

_X_ (30) (i) 52.222-36, Equal Opportunity for Workers with Disabilities (Jul 2014) (29 U.S.C.793).

__ (ii) Alternate I (July 2014) of 52.222-36.

_X_ (31) 52.222-37, Employment Reports on Veterans (Feb 2016) (38 U.S.C. 4212).

_X_ (32) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496).

_X_ (33) (i) 52.222-50, Combating Trafficking in Persons (Jan 2019) (22 U.S.C. chapter 78 and E.O. 13627).

__ (ii) Alternate I (Mar 2015) of 52.222-50 (22 U.S.C. chapter 78 and E.O. 13627).

https://www.acquisition.gov/content/52219-13-notice-set-aside-orders#i1057715 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52219-14-limitations-subcontracting#i1057730 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52219-16-liquidated-damages-subcontracting-plan#i1057758 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52219-27-notice-service-disabled-veteran-owned-small-business-set-aside#i1057823 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52219-28-post-award-small-business-program-rerepresentation#i1057874 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52219-29-notice-set-aside-or-sole-source-award-economically-disadvantaged-women-owned-small-business-concerns#i1057902 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52219-30-notice-set-aside-or-sole-source-award-women-owned-small-business-concerns-eligible-under-women-owned-small-business-program#i1057947 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52222-3-convict-labor#i1055332 https://www.acquisition.gov/content/52222-19-child-labor-cooperation-authorities-and-remedies#i1055664 https://www.acquisition.gov/content/52222-21-prohibition-segregated-facilities#i1055713 https://www.acquisition.gov/content/52222-26-equal-opportunity#i1055793 https://www.acquisition.gov/content/52222-26-equal-opportunity#i1055793 https://www.acquisition.gov/content/52222-35-equal-opportunity-veterans#i1056230 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title38-section4212&num=0&edition=prelim https://www.acquisition.gov/content/52222-35-equal-opportunity-veterans#i1056230 https://www.acquisition.gov/content/52222-36-equal-opportunity-workers-disabilities#i1056250 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section793&num=0&edition=prelim https://www.acquisition.gov/content/52222-36-equal-opportunity-workers-disabilities#i1056250 https://www.acquisition.gov/content/52222-37-employment-reports-veterans#i1056265 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title38-section4212&num=0&edition=prelim https://www.acquisition.gov/content/52222-40-notification-employee-rights-under-national-labor-relations-act#i1056304 https://www.acquisition.gov/content/52222-50-combating-trafficking-persons#i1056535 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/content/52222-50-combating-trafficking-persons#i1056535

__ (34) 52.222-54, Employment Eligibility Verification (Oct 2015). (Executive Order 12989).

(Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

__ (35) (i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA–Designated Items (May 2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (ii) Alternate I (May 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (36) 52.223-11, Ozone-Depleting Substances and High Global Warming Potential Hydrofluorocarbons (Jun 2016) (E.O. 13693).

__ (37) 52.223-12, Maintenance, Service, Repair, or Disposal of Refrigeration Equipment and Air Conditioners (Jun 2016) (E.O. 13693).

__ (38) (i) 52.223-13, Acquisition of EPEAT®-Registered Imaging Equipment (Jun 2014) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Oct 2015) of 52.223-13.

__ (39) (i) 52.223-14, Acquisition of EPEAT®-Registered Televisions (Jun 2014) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Jun 2014) of 52.223-14.

__ (40) 52.223-15, Energy Efficiency in Energy-Consuming Products (Dec 2007) (42 U.S.C. 8259b).

__ (41) (i) 52.223-16, Acquisition of EPEAT®-Registered Personal Computer Products (Oct 2015) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Jun 2014) of 52.223-16.

_X_ (42) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving (Aug 2011) (E.O. 13513).

__ (43) 52.223-20, Aerosols (Jun 2016) (E.O. 13693).

__ (44) 52.223-21, Foams (Jun 2016) (E.O. 13693).

__ (45) (i) 52.224-3 Privacy Training (Jan 2017) (5 U.S.C. 552 a).

__ (ii) Alternate I (Jan 2017) of 52.224-3.

__ (46) 52.225-1, Buy American-Supplies (May 2014) (41 U.S.C. chapter 83).

__ (47) (i) 52.225-3, Buy American-Free Trade Agreements-Israeli Trade Act (May 2014) (41 U.S.C. chapter 83, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C.