CFP-12-R-00001 CCD Services Amend 002.pdf

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CFP-12-R-00001

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1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT 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 telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

Washington DC 20036

CFP

1801 L Street, NW Office of Procurement Office of Procurement Consumer Financial Protection Burea

CFPB PROCUREMENT

WASHINGTON DC 20036

1801 L STREET, NW

BUREAU

CONSUMER PROTECTION FINANCIAL

02/13/2012

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

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

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

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

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

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

01/27/2012

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

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

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

ORDER NO. IN ITEM 10A.

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

The purpose of Amendment 002 is to provide responses to questions submitted by Offerors.

The Questions & Answers and the RFP pages changed as a result of the questions have been attached to this document.

Please complete boxes 8, 15A, 15B, and 15C and submit a signed copy of this amendment cover page with your Proposal, as acknowledgement of receipt. The signed Amendment cover page will not be counted against the page limit of your Proposal.

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

LAURENT E. PICHET

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

NSN 7540-01-152-8070

Previous edition unusable

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.

pichetl Typewritten Text pichetl Typewritten Text xxxxxxxx pichetl Typewritten Text //S// pichetl Typewritten Text 02/13/2012

1) The solicitation references general purpose, private label, and small business credit cards.

As part of this contract does the CFPB anticipate gathering charge card loan level data in the event that one or more of the nine banks has a charge card portfolio?

A. Yes, the Contractor will be required to collect charge card loan level data from any of the nine banks that have a charge card portfolio.

2) The solicitation is very clear about the amount of history the OCC will provide to the CFPB. Will the CFPB be requesting historical data from the 9 banks that the CFPB is requesting data from and if yes, how many months of historical data?

A. Yes, the CFPB will be requesting at least 48 months of historical data from the banks to be provided directly to the Contractor.

3) The CFPB has not indicated that any historical credit bureau data would need to be provided by the vendor. Is this a correct interpretation? If not, how many years of credit bureau attributes must be provided and on what frequency?

A. Historical credit bureau data is required from the Contractor (See Section 5.1 “Data

Collection and Transmission). The Contractor shall provide at 1 year of historical credit bureau data. The Credit Bureau data shall be submitted quarterly (See changes in Section 5.1). The Credit Bureau Data should be priced out separately in Section 9.0, “Pricing Template” in CLINs 0001A, 1001A, 2001A, 3001A, and 4001A.

4) The solicitation references a Data Management Plan (DMP), but does not specifically ask for a DMP in the vendor's solicitation response and does not exclude the DMP from the 12 page limitation. Can the CFPB confirm that the vendor's response should include a DMP and if yes can the CFPB add the DMP to the list of documents that are excluded from the 12 page limitation?

A. The Offeror must submit a Data Management Plan (DMP). The DMP is excluded from the 12 page quote limitation.

5) Does the CFPB want a Draft Project Plan (DPP) as part of the vendor's response to demonstrate how the vendor plans to succeed in the short timeframe allocated and if yes can the CFPB add the DPP to the list of documents that are excluded from the 12 page limitation?

A. A Draft Project Plan is not required of offerors but a Final Project Plan from the Contractor identifying key milestones and completion dates for each objective is required no later than ten (10) business days after contract award (See Section 5.9.4 of the RFP).

No page limitation exception will be made for any Draft Project Plan proposed.

6) Can the CFPB add the Past Performance section identified by "For each PPQ sent out by an offeror, the offeror must provide the name, telephone number, and e-mail address of each past performance reference, provide a description of the nature of the work and its relevance to the current work requirement, and provide the date, duration, and the value of the work performed." to the list of documents excluded from the 12 page limitation?

A. Yes, the information requested by the CFPB in Section A2, 52.212-2 “Evaluation —

Commercial Items”, Subsection I, Subsection 3 “Past Performance” does not count toward the 12 page limitation.

7) Can the CFPB add the key personnel list (section 5.0 c.) to the list of documents excluded from the 12 page limitation?

A. The key personnel information requested by the CFPB in Section 5.0 “Key Personnel”, Subsection c does not count toward the 12 page limitation.

8) Could the proposal deadline for the response to this RFP be extended for 3-4 weeks?

A. The CFPB has extended the proposal deadline by one week, so the proposals are due by Friday February 17, 2012 at 4:00 p.m.

9) Is there any flexibility in the 30 day start?

A. No, the Contractor has no flexibility in the 30 day start date.

10) Task 4 specifically refers to the building and maintenance of data cubes for the purposes of data aggregation. Is it acceptable to propose the use of a technology that accomplishes the same data aggregation objectives, but does so without employing data cubes.

A. Yes, it is acceptable to propose the use of a technology that accomplishes the same data aggregation objectives as long as this technology satisfies all of the requirements of the RFP.

11) Attachment 7 and Attachment 8 are not labeled in the solicitation. Can you specify which page numbers refer to which attachment?

A. For clarification, Attachment 7 and Attachment 8 have been labeled and were attached to Amendment 001.

12) P. 14 paragraph 2 states: "The Contractor shall provide a definition of a single report template. This definition should be clearly outlined in the successful offeror's proposal." Is CFPB looking for a labeled mock-up of a user interface, or a simple text description?

A. The CFPB is requiring a mock-up of the user interface (See attached changes in

Section 5.5 “Task 5 – Reporting.”

13) In Section 5.0, Key Personnel, b. Substitution of Key Personnel, CFPB states in Number 1, "The Contractor shall assign to the contract those persons whose resumes were submitted with its offer who are necessary to fill the requirements of this contract. No substitutions shall be made except in accordance with this clause." In no other section of the solicitation does the CFPB ask for resumes. Are resumes required for all key personnel identified for the engagement, and if so, may resumes be provided as an attachment and not count against the 12-page limit?

Yes, resumes are required for all proposed Key Personnel. The Offeror shall submit resumes in their proposal submission; however, these resumes will not count toward the 12 page limit.

14) Given the short time between question and proposal submittals, does the government anticipate having answers to the questions by Monday of next week? If not, would CFPB consider an extension?

A. See response to Question 8.

CFP-12-R-00001 Credit Card Data Services

10 CONSUMER FINANCIAL PROTECTION BUREAU

• Work with the Banks to develop the strategy and plan of action for collecting required data elements that are not readily available from the Banks’ systems. The Contractor will not be responsible for developing, modifying or fixing any deficiencies noted in the Banks’ systems. However, the Contractor shall notify the CFPB of such findings through status reports discussed in Section 5.9.4.

• Collect and leverage account level credit bureau attributes for expanded data analysis capabilities. The Contractor shall be responsible for safeguarding the privacy of account information to ensure that no social security numbers, names, addresses, bank account numbers or other personally identifiable information will be obtained under this Contract. The Contractor shall provide one (1) year of historical credit bureau data and shall that data quarterly. (Given the sensitive nature of this information, account-level credit bureau attributes to be collected by the Contractor will be provided as government-furnished information at time of contract award).

5.2 Task 2 - Data Validation/Verification and Quality Control

The Contractor shall conduct a quality verification process covering all data before submitting such data to the CFPB. The Contractor shall conduct the initial validation process within three

(3) business days of the reporting date. The Contractor shall validate the data submitted from the Banks in terms of data element compliance based on the lists of data elements and definitions in Attachments 4 and 5 and mandatory field requirements and constraints. The Contractor shall list all data elements and definitions (Attachments 4 and 5), mandatory field requirements and constraints, and quality review mechanism based on the following criteria for the generation of the Validation reports:

o Field specific data distributions including counts and percentages of loans with valid data;

o Identification of data that is not available for reporting because data is not maintained or collected;

o Edit check reports identifying on loan level and portfolio data that is corrupt and/or failed;

o Data trend reports to track improvements in data contributions; and

15 CONSUMER FINANCIAL PROTECTION BUREAU

• On a monthly basis, loan level data shall be loaded into the data cube(s) within ten

(10) business days after the Reporting Date.

• The Contractor shall be responsible for refreshing the data cube(s) with resubmitted loan level or supplemental data. Pending resubmitted data shall be loaded into the data cube(s) by a deadline mutually agreed upon by both the CFPB and the Contractor, but shall not exceed three (3) months from the date of receipt of the data from the Banks or the CFPB.

• The Contractor shall be responsible for modifying the data cube by adding or removing any measure or dimension at the request of the COR. Such modifications shall be applied in a timeframe mutually agreed upon by both the CFPB and the Contractor. Said deadline shall not exceed three (3) months from the date of the request by the COR.

• The Contractor shall be responsible for documenting and maintaining a list of all production measures and dimensions to include, but not limited to, cross references to the list of collected data elements, definitions, and formulas used to derive each item.

• Report definitions for all current measures and dimensions shall be available on the web-based portal (see section 5.5.1) within thirty (30) calendar days of contract award.

5.5 Task 5 - Reporting

The Contractor shall provide a definition of a single report template. This definition should be clearly outlined in the successful offeror’s proposal. A labeled mock-up of a user interface shall be used to provide this definition.

5.5.1 Reporting Interface

• The Contractor shall provide secure internet access to a web-based portal for accessing previously defined reports, an ad-hoc query capability and data extracts.

• The website shall be production ready no later than thirty (30) calendar days after contract award.

30 CONSUMER FINANCIAL PROTECTION BUREAU

PWS Reference Scheduled Delivery which shall be held no later than seven (7) calendar days after the date of contract award.

Management Reports Reports on meetings with the participating banks shall be submitted to the CFPB weekly.

Final Project Plan identifying key milestones and completion dates for each objective shall be due no later than ten (10) business days after contract award.

Project status reports shall be submitted to the COR and CO weekly.

9.0 Pricing Template

The following pricing template has been developed to document offerors’ proposed fixed unit price by CLIN as well as to facilitate price evaluation based on the estimated needs of the CFPB for this requirement. Offerors shall complete the pricing template in the format provided and using the CFPB-estimated quantities provided.

Contract Line Item Number Description

Unit CFPB Estimated

Qty

Fixed Unit Price

Extended Fixed Price

Base Period: March 2, 2012 – March 1, 2013 (estimated)

CLIN 0001

Task 1 - Data Collection and Transmission

MO

(month)

CLIN 0001A

Task 1 - Collect and Leverage Account Level Credit Bureau Attributes

Q (Quarterly)

CLIN 0002

Task 2 - Data Validation/Verificatio n and Quality Control

MO 12

CLIN 0003

Task 3 - Secure Data Transmission, Storage

31 CONSUMER FINANCIAL PROTECTION BUREAU

and Technology Infrastructure

CLIN 0004

Task 4 - Data Aggregation

CLIN 0005 Task 5 - Reporting MO 12

CLIN 0006

Task 6 - Data Extract Capabilities

CLIN 0007

Task 7 - Technical and Analytical Support

CLIN 0008

Task 8 - System Testing, Training and Documentation

CLIN 0009

Task 9 - General Management, Resources, Decision Making

CLIN 0010A

Additional User Licenses

Per User 101-124

N/A N/A

CLIN 0010B

Licenses

125-149

CLIN 0010C Additional User Licenses

151-174

CLIN 0010D Additional User Licenses

175-200

N/A

Option Year 1: March 2, 2013 – March 1, 2014 (estimated)

CLIN 1001

Task 1 - Data Collection and Transmission

CLIN 1001A

Leverage Account Level Credit Bureau Attributes

Q

CLIN 1002

Validation/Verificatio

CLIN 1003

Task 3 - Secure Data

32 CONSUMER FINANCIAL PROTECTION BUREAU

Infrastructure

CLIN 1004

Task 4 - Data

CLIN 1005 Task 5 - Reporting MO 12

CLIN 1006

Task 6 - Data Extract

CLIN 1007

and Analytical

CLIN 1008

Testing, Training and

CLIN 1009

Management, Resources, Decision

CLIN 1010A

Licenses

CLIN 1010B

Additional User Licenses

CLIN1010C

Licenses

CLIN 1010D

Licenses

Option Year 2: March 2, 2014 – March 1, 2015 (estimated)

CLIN 2001

Task 1 - Data Collection and

CLIN 2001A

Leverage Account Level Credit Bureau Attributes

Q

CLIN 2002

Validation/Verificatio

CLIN 2003 Task 3 - Secure Data MO 12

33 CONSUMER FINANCIAL PROTECTION BUREAU

Infrastructure

CLIN 2004

Task 4 - Data

CLIN 2005 Task 5 - Reporting MO 12

CLIN 2006

Task 6 - Data Extract

CLIN 2007

and Analytical

CLIN 2008

Testing, Training and

CLIN 2009

Task 09 - General Management, Resources, Decision

CLIN 2010A

Licenses

CLIN 2010B

Additional User Licenses

CLIN 2010C

Licenses

CLIN 2010D

Licenses

Option Year 3: March 2, 2015 – March 1, 2016 (estimated)

CLIN 3001

Task 1 - Data Collection and

CLIN 3001A

Leverage Account Level Credit Bureau Attributes

Q

CLIN 3002

Validation/Verificatio

CLIN 3003 Task 3 - Secure Data MO 12

34 CONSUMER FINANCIAL PROTECTION BUREAU

Infrastructure

CLIN 3004

Task 4 - Data

CLIN 3005 Task 5 - Reporting MO 12

CLIN 3006

Task 6 - Data Extract

CLIN 3007

and Analytical

CLIN 3008

Testing, Training and

CLIN 3009

Management, Resources, Decision

CLIN 3010A

Licenses

CLIN 3010B

Additional User Licenses

CLIN 3010C

Licenses

CLIN 3010D

Licenses

Option Year 4: March 2, 2016 – March 1, 2017 (estimated)

CLIN 4001

Task 1 - Data Collection and

CLIN 4001A

Leverage Account Level Credit Bureau Attributes

Q

CLIN 4002

Validation/Verificatio

CLIN 4003 Task 3 - Secure Data MO 12