RFP CFP-12-R-00001 CCD Services Mod 003.pdf
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- Solicitation number
- CFP-12-R-00001
- Issued by
-
Consumer Financial Protection Bureau
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RFP CFP-12-R-00001 CCD Services Mod 003
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Other files
| File | Type | Posted |
|---|---|---|
| CFP-12-R-00001 CCD Services Amend 002.pdf | ||
| SF-30.pdf | ||
| Attachment 11 PPQ.docx | DOCX document | |
| Attachment 7 MeasuresDimensionsDefinitions_20110314 -.pdf | ||
| Attachment 8 Report Examples_Redacted.pdf | ||
| ATTACHMENT 11 PPQ.docx | DOCX document | |
| RFP CFP-12-R-00001 CCD Services FINAL_Redacted.pdf |
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(x)
CFP-12-R-00001
x x
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
02/14/2012
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 003 is to provide the corrected price table for the RFP.
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 02/14/2012 pichetl Typewritten Text
CFP-12-R-00001 Credit Card Data Services
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 - Leverage Collected 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
Collected 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
Collected 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
Collected 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
Collected Account Level Credit Bureau Attributes
Q
CLIN 4002
Validation/Verificatio
CLIN 4003 Task 3 - Secure Data MO 12
| Commercial Items Section A3 |
| CONTRACT CLAUSES Section B |
| 52.212-4, Contract Terms and Conditions – |
| Commercial Items Section B1 |
| 52.212-5 Contract Terms and Conditions Required |
| To Implement Statutes and Executive Orders Section B2 |
| Additional Clauses, Terms, and Conditions Section B3 |
| 2.0 Purpose |
| 3.0 Scope |
| 5.0 Tasks |
| 5.1 Task 1 - Data Collection and Transmission |
| 5.2 Task 2 - Data Validation/Verification and Quality Control |
| 5.3 Task 3 - Secure Data Transmission, Storage and Technology Infrastructure |
| If needed for reporting purposes, the CFPB reserves the right to provide additional data to the Contractor for storage and inclusion in reports. Such data shall be transmitted in a format and manner approved by the CFPB. |
| 5.4 Task 4 - Data Aggregation |
| The Contractor shall be responsible for creating and maintaining a multi-dimensional data cube(s) of aggregated loan level data collected from the Banks. |
| The CFPB may provide supplemental data which must be joined to the loan level data for inclusion in the data cube(s). |
| The data cube shall include, but not be limited to, all dimensions and measures listed in Attachment 7 and is production ready no later than thirty (30) calendar days after contract award. The Contractor shall ensure that the data cube(s) are produ... |
| 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 Contrac... |
| 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. ... |
| 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 ea... |
| 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 |
| 5.5.1 Reporting Interface |
| 5.5.2 Reporting CFPB Schedule E and Standardized Reports |
| 5.5.3 Gap Analysis Report |
| 5.5.4 Additional Reports |
| 5.5.5 Ad-hoc Queries and Reporting |
| 5.5.6 Aggregated Data Analysis |
| The Contractor shall be responsible for providing a secure online data analysis tool as a front end interface to the multi-dimensional data cube(s). |
| The analysis tool shall allow the user to create pivot tables based on all dimensions and measures included, but not limited to, those listed in Attachment 7. |
| The analysis tool shall allow the user to download the result set to user’s local machine in a, at a minimum, Microsoft Excel format. |
| The analysis tool shall support, at a minimum, one-hundred (100) named (not concurrent) users, and shall also allow for additional users as requested by the COR. |
| The Contractor shall be responsible for tuning the analysis tool and the underlying data cube(s) to meet levels of functional performance deemed acceptable by the CFPB. |
| 5.6 Task 6 - Data Extract Capabilities |
| 5.7 Task 7 - Technical and Analytical Support |
| 5.9 Task 9 - General Management, Resources, Decision Making |
| 5.9.1 Relationships with the Participants |
| 5.9.2 Resources |
| 5.9.3 Decision Making |
| 5.9.4 Management Reports |
| 8.0 Milestones and Deliverables |
| A SOLICITATION PROVISIONS |
| A1 52.212-1 INSTRUCTIONS TO OFFERORS—COMMERCIAL ITEMS (JUN 2008) |
| A2 52.212-2 EVALUATION—COMMERCIAL ITEMS (Jan 1999) |
| A3 52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS—COMMERCIAL ITEMS (Nov 2011) |
| B CONTRACT CLAUSES |
| B1 52.212-4 CONTRACT TERMS AND CONDITIONS—COMMERCIAL ITEMS (JUN 2010) |
| B.2 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS—COMMERCIAL ITEMS (NOV 2011) |
| Option Period I – March 2, 2013 to March 1, 2014 |
| Option Period II – March 2, 2014 to March 1, 2015 |
| Option Period III – March 2, 2015 to March 1, 2016 |
| Option Period IV – March 2, 2016 to March 1, 2017 |
| 8.0 Contracting Officer |
| 12.0 Invoices |
| 13.0 Period For Acceptance of Offers |
| The offeror agrees to hold the prices in its offer firm for 60 calendar days from the date specified for receipt of offers. |
| 14.0 Transparency |
| 15.0 52.217-9 Option To Extend The Term Of The Contract (MAR 2000) |
| Apr 1 - Sep 30 ISR Oct 30th |
| Account Level |
| Portfolio Level |
| ATTACHMENT 11 |
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