RFP CFP-12-R-00001 CCD Services Mod 003.pdf

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COLLECTION, TRANSMISSION, VALIDATION, AGGREGATION, REPORTING, STORAGE, AND ANALYSIS OF CREDIT CARD DATA (CCD SERVICES)
Solicitation number
CFP-12-R-00001
Issued by

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RFP CFP-12-R-00001 CCD Services Mod 003

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File Type Posted
CFP-12-R-00001 CCD Services Amend 002.pdf PDF
SF-30.pdf PDF
Attachment 11 PPQ.docx DOCX document
Attachment 7 MeasuresDimensionsDefinitions_20110314 -.pdf PDF
Attachment 8 Report Examples_Redacted.pdf PDF
ATTACHMENT 11 PPQ.docx DOCX document
RFP CFP-12-R-00001 CCD Services FINAL_Redacted.pdf 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

02/14/2012

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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