Attachment_4_-_Pricing_Worksheet.xlsx

XLSX spreadsheet 30 KB Posted Oct 5, 2016

Attached to: Fund and Redress Administration Re-Compete Federal contract opportunity
Solicitation number: CFP-17-R-00001
Issued by: Consumer Financial Protection Bureau

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Attachment 4

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Other files attached to Fund and Redress Administration Re-Compete, newest first.
File	Type	Posted
17-R-00001_Amendment_0002.pdf	PDF	Oct 27, 2016
Amended_Attachment_4_-_Pricing_Worksheet.XLSX	XLSX spreadsheet	Oct 26, 2016
Amended_Attachment_8_-_Pricing_Guidance.pdf	PDF	Oct 26, 2016
Amended_Attachment_5_-_Pricing_Model.XLSX	XLSX spreadsheet	Oct 26, 2016
CFP-17-R-00001_Amendment_0001.pdf	PDF	Oct 26, 2016
17-R-00001_QA's.pdf	PDF	Oct 26, 2016
Attachment_1_-_Non-Disclosure_Agreement.pdf	PDF	Oct 5, 2016
Attachment_8_-_Pricing_Guidance.pdf	PDF	Oct 5, 2016
Attachment_5_-_Pricing_Model.xlsx	XLSX spreadsheet	Oct 5, 2016
Attachment_7_-_Sample_QASAP.xlsx	XLSX spreadsheet	Oct 5, 2016
CFP-17-R-00001_Solicitation.pdf	PDF	Oct 5, 2016
Attachment_6_-_CFPB_3rd_Party_Service_Provider_Self-Assessment.pdf	PDF	Oct 5, 2016
Attachment_2_-_Redress_Experience_Worksheet.docx	DOCX document	Oct 5, 2016
Attachment_3_-_Sample_Task_Orders.pdf	PDF	Oct 5, 2016

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Sheet1

Pricing notes: Please submit pricing rates in shaded boxes. Please carefully read pricing clarifications and all accompanying pricing information in the Performance Work Statement, including Attachment 8, "Pricing Guidance."
Section	Sub Section	Identifier #	Activity	Units	Base Year PRICE	Option Year 1 PRICE	Option Year 2 PRICE	Option Year 3 PRICE	Option Year 4 PRICE	CFPB Pricing Clarifications
3.2	Money Management
	A.	Bureau-administered redress
		1	Account Set-up (QSF) and Closure	P/ Account						This pricing row should include all expenses associated with Section 3.2Aa (Qualified Settlement Fund) and Section 3.2Ai (Account Opening and Closure) in the PWS.
		2	TIN Establishment	P/ TIN						This pricing row should include all expenses associated with Section 3.2Ab (Tax Identification Number) in the PWS.
		3	Account Tax Reporting	P/ Year						This pricing row should include all expenses associated with Section 3.2Af (Tax Reporting Requirements) in the PWS.
		4	Account maintenance	P/ Year						This pricing row should include all expenses associated with Sections 3.2Ac (Fund Transfer), 3.2Ad (Interest Earned), 3.2Ae (Check Fraud Prevention), 3.2Ag (Online Account Access) through 3.2Ah (Bank Statement Corrections), and 3.2Aj (Required Documents) in the PWS and any preparation or maintenance costs required for fulfillment of the check activity reporting as specified in Section 3.7A (Check activity reporting) and Section 3.7B (Check Registry Reporting) in the PWS. Any order in place more than 12-months will be adjusted based on a monthly pro-rated charge (Listed Fee / 12 = Monthly $))
	B.	Civil Penalty Fund
		5	Account Set-up (see PWS) and Closure	P/ Account						This pricing row should include all expenses associated with Section 3.2Ba (Sweep Checking Account and US Government backed Money Market Account) and Section 3.2Bh (Account Opening and Closure) in the PWS.
		6	Account Tax Reporting	P/ Year						This pricing row should include all expenses associated with Section 3.2Bd (Tax Reporting Requirements) in the PWS.
		7	Account maintenance	P/ Year						This pricing row should include all expenses associated with Section 3.2Bb (Fund Transfer), 3.2Bc (Interest Earned), 3.2Be (Check Fraud Prevention) through 3.2Bg ( Bank Statement Corrections), and 3.2B i (Required Documents) in the PWS and any preparation or maintenance costs required for fulfillment of the check activity reporting as specified in Section 3.7A and Section 3.7B in the PWS. Any order in place more than 12-months will be adjusted based on a monthly pro-rated charge (Listed Fee / 12 = Monthly $))
3.3	Victim Identification and Data Analysis
	C.	Victim Identification
	a	Data Entry
		i	Electronic Data Import
		8	1 to 4,999	P/ Transaction						Estimated units in these pricing rows (8-12) will be provided by TO and will be based on number of transactions/data lines. This data includes but is not limited to contact and identifier information (name, address, phone number, email, transaction number, account number, dates of service, etc.) and any other relevant information required to determine payment. Pricing should include all services and expenses associated with Section 3.3C (Victim identification) and Section 3.3Cai (Data Entry- electronic data import) in the PWS. While pricing should be provided for each group (ie 1-4999), when pricing for a TO, the offeror should only use 1 of the categories based on the total units requested by the TO.
		9	5,000 to 9,999	P/ Transaction
		10	10,000 to 24,999	P/ Transaction
		11	25,000 to 49,999	P/ Transaction
		12	50,000 and above	P/ Transaction
		ii	Manual Data Entry
		13	1 to 4,999	P/ Page						Estimated units in these pricing rows (13-17) will be based on the data described in the TO by the CFPB. The page numbers of the data (or estimated page numbers) and other details as available will be provided in the TO. Pricing units should be based on page number estimates. Pricing should include all services and expenses associated with Section 3.3C (Victim identification) and Section 3.3Caii (Data Entry- manual data entry) in the PWS. While pricing should be provided for each group (ie 1-4999), when pricing for a TO, the offeror should only use 1 of the categories based on the total units requested by the TO.
		14	5,000 to 9,999	P/ Page
		15	10,000 to 24,999	P/ Page
		16	25,000 to 49,999	P/ Page
		17	50,000 and above	P/ Page
	b	Data Analysis
		18	Standard Data Review/ Victim List Preparation	P/ Distribution						This pricing row should include all expenses associated with Section 3.3.Cbi (Data Analysis, Standard Data Review/Victim List preparation) and Section 3.3E (Customized final victim list) in the PWS.
		19	Advanced Data Analytics	NA	NA	NA	NA	NA	NA	This pricing row includes the expense associated with Section 3.3.C.bii (Data Analysis, Advanced Data Analytics) in the PWS. NOTE: Pricing will be submitted at the time of the issuance of individual Task Orders and will be evaluated for price-reasonableness at that time.
	D.	Address verification services
	a	No advanced search required (NCOA only)
		20	1 to 4,999	P/ Search						Units in these pricing rows (20-24) should include all expenses associated with Section 3.3Da (Address verification services, no advanced search required) in the PWS. While pricing should be provided for each group (ie 1-4999), when pricing for a TO, the offeror should only use 1 of the categories based on the total units requested by the TO.
		21	5,000 to 9,999	P/ Search
		22	10,000 to 24,999	P/ Search
		23	25,000 to 49,999	P/ Search
		24	50,000 and above	P/ Search
	bi.	Level 1 advanced address research
		25	1 to 4,999	P/ Search						Units in these pricing rows (25-29) should include all pricing expenses associated with Section 3.3Dbi (Address verification services, advanced search required, level 1 advanced address research) in the PWS. Services included in Level 1 pricing should be described expicitly in Offeror's narrative response to the PWS. While pricing should be provided for each group (ie 1-4999), when pricing for a TO, the offeror should only use 1 of the categories based on the total units requested by the TO.
		26	5,000 to 9,999	P/ Search
		27	10,000 to 24,999	P/ Search
		28	25,000 to 49,999	P/ Search
		29	50,000 and above	P/ Search
	bii	Level 2 advanced address research
		30	1 to 4,999	P/ Search						Units in these pricing rows (30-34) should include all pricing expenses associated with Section 3.3Dbii (Address verification services, advanced search required, level 2 advanced address research) in the PWS. Services included in Level 2 pricing should be described expicitly in Offeror's narrative response to the PWS. While pricing should be provided for each group (ie 1-4999), when pricing for a TO, the offeror should only use 1 of the categories based on the total units requested by the TO.
		31	5,000 to 9,999	P/ Search
		32	10,000 to 24,999	P/ Search
		33	25,000 to 49,999	P/ Search
		34	50,000 and above	P/ Search
3.4	Claims Processing and Eligibility
	B, C. Claims data and standard claims list preparation; Claim Form and Defect Letter
		35	Claims List Preparation and Finalization	P/ Distribution						This pricing row should include all expenses associated with Section 3.4B (Claims data and standard claims list preparation) and Section 3.4.F (Claims finalization) in the PWS.
		36	Development of claim form up to 5 pages single sided	P/ Claim Form						This pricing row should include all expenses associated with Section 3.4Ca (Development of claim form) in the PWS. The 10 page total count is limited to the claim form only and should not include blank pages or any other supplemental materials, such as the FAQs, provided by CFPB.
		37	Development of claim form additional pages single sided	P/ Page						This pricing row should include all expenses associated with Section 3.4Ca (Development of claim form) in the PWS for the development of additional claim form pages beyond 10 pages. These additional pages are limited to the claim form only and should not include blank pages or any other supplemental materials provided by CFPB.
		38	Development of defect letter up to 5 pages single sided	P/ Defect Letter						This pricing row should include all expenses associated with Section 3.4Cb (Development of defect letter) in the PWS. The 10 page total count is limited to the defect letter only and should not include blank pages or any other supplemental materials provided by CFPB.
		39	Development of defect letter additional pages single sided	P/ Page						This pricing row should include all expenses associated with Section 3.4Cb (Development of defect letter) in the PWS for the development of additional claim form pages beyond 10 pages. These additional pages are limited to the defect letter only and should not include blank pages or any other supplemental materials provided by CFPB.
	b. Distribution of Claims Forms/ Defect Letters
		i. Distribution of claims form/defect letter- Electronic (email)
		40	1 to 4,999	P/ Claim Form or Defect Letter						These pricing rows (40-43) should include all expenses associated with Section 3.4Da (Distribution of claim form and defect letter, email). While pricing should be provided for each group (ie 1-4999), when pricing for a TO, the offeror should only use 1 of the categories based on the total units requested by the TO.
		41	5,000 to 9,999	P/ Claim Form or Defect Letter
		42	10,000 to 24,999	P/ Claim Form or Defect Letter
		43	25,000 to 49,999	P/ Claim Form or Defect Letter
		44	50,000 and above	P/ Claim Form or Defect Letter
		ii. Distribution of claims form/defect letter- Electronic (online via website)
		45	1 to 4,999	P/ Claim Form or Defect Letter						These pricing rows (45-49) should include all expenses associated with Section 3.4Db (Distribution of claim form and defect letter, online via website) in the PWS. While pricing should be provided for each group (ie 1-4999), when pricing for a TO, the offeror should only use 1 of the categories based on the total units requested by the TO.
		46	5,000 to 9,999	P/ Claim Form or Defect Letter
		47	10,000 to 24,999	P/ Claim Form or Defect Letter
		48	25,000 to 49,999	P/ Claim Form or Defect Letter
		49	50,000 and above	P/ Claim Form or Defect Letter
		iii. Distribution of claims form/defect letter- US Postal Mail
		50	Distribution of claims form/defect letter- US Postal Mail	See pricing rows 78-82	NA	NA	NA	NA	NA	Pricing for distribution of claims forms via US Postal mail as described in Section 3.4Dc (Distribution of claim form and defect letter, US Postal Mail) should be priced in pricing rows 78-82.
	E. Verification, Review and Receipt of Claims Forms and Returned Defect Letter Responses
		i. Verification, review and receipt of claims form/returned defect letter responses- Electronic (email)
		51	1 to 4,999	P/ Claim Form or Defect Letter						These pricing rows (51-55) should include all expenses associated with Section 3.4E (Verification and receipt of claims data) in the PWS when claims data is submitted to the Offeror via electronic email. While pricing should be provided for each group (ie 1-4999), when pricing for a TO, the offeror should only use 1 of the categories based on the total units requested by the TO.
		52	5,000 to 9,999	P/ Claim Form or Defect Letter
		53	10,000 to 24,999	P/ Claim Form or Defect Letter
		54	25,000 to 49,999	P/ Claim Form or Defect Letter
		55	50,000 and above	P/ Claim Form or Defect Letter
		ii. Verification, review and receipt of claims form/returned defect letter responses- Online via Website
		56	1 to 4,999	P/ Claim Form or Defect Letter						These pricing rows (56-60) should include all expenses associated with Section 3.4E (Verification and receipt of claims data) in the PWS when claims data is submitted to the Offeror online via a website. While pricing should be provided for each group (ie 1-4999), when pricing for a TO, the offeror should only use 1 of the categories based on the total units requested by the TO.
		57	5,000 to 9,999	P/ Claim Form or Defect Letter
		58	10,000 to 24,999	P/ Claim Form or Defect Letter
		59	25,000 to 49,999	P/ Claim Form or Defect Letter
		60	50,000 and above	P/ Claim Form or Defect Letter
		iii. Verification, review and receipt of claims form/returned defect letter responses- US Postal Mail
		61	1 to 4,999	Each						These pricing rows (61-65) should include all expenses associated with Section 3.4E (Verification and receipt of claims data) in the PWS when claims data is submitted to the Offeror via US Postal Mail. While pricing should be provided for each group (ie 1-4999), when pricing for a TO, the offeror should only use 1 of the categories based on the total units requested by the TO.
		62	5,000 to 9,999	Each
		63	10,000 to 24,999	Each
		64	25,000 to 49,999	Each
		65	50,000 and above	Each
		iii. Verification, review and receipt of claims form/returned defect letter responses- Other methodology
		66	TBD- vendor proposed Verification and Review of claims form/returned defect letter responses- Other methodology	NA	NA	NA	NA	NA	NA	This pricing row should include all expenses associated with Section 3.4E (Verification of claims data) in the PWS when the data is submitted to the Offeror via another methodology that is proposed by the Offeror but is not listed in the pricing worksheet. This methodology will be TO specific. NOTE: Pricing will be submitted at the time of the task order and will be evaluated for price-reasonableness by the Contracting Officer at that time.
	G. Public Notice Campaign
		67	Public Notice Campaign	NA	NA	NA	NA	NA	NA	This pricing row should include all expenses associated with Section 3.4G (Public notice campaign) and will be TO specific. NOTE: Pricing will be submitted at the time of the task order and will be evaluated for price-reasonableness by the Contracting Officer at that time.
3.5	Help Services
		68	Development of standard CFPB consumer communication materials	P/ Task Order (first TO only)						This pricing row should include all expenses associated with Section 3.5.A (Customer communication materials) in the PWS. This pricing row should only be used for the Offeror's to account for expenses for the Offeror's first task order on this Contract as the Bureau anticipates the development of standard/ templated consumer communication materials will take place during the first awarded task order and those materials produced will be used on a go-forth basis.
		69	Matter specific update of standard CFPB consumer communication materials	P/ Task Order (subsequent TOs)						This pricing row should include any additional expenses associated with Section 3.5.A (Customer communication materials) in the PWS for the Offerors 2nd and subsequent TO awards. This pricing should assume the development of standard CFPB communication materials is completed per pricing row 68.
		70	Setup and maintenance of matter specific email address, mailing address, IVR, and live agent call center	P/ Task Order						This pricing row should include all setup and maintenance expenses during the first six months after go-live date associated with Section 3.5.B (Consumer Correspondence) and Section 3.4C (Interactive Voice Response and live agent) in the PWS.
		71	Maintenance of matter specific email address, mailing address, IVR, and live agent call center.	Monthly						This pricing row should include all setup and maintenance expenses associated with Section 3.5.Ba (Consumer Correspondence, Matter-specific email address and mailing address) and Section 3.4C (Interactive Voice Response and live agent) in the PWS beginning with the seventh month after go-live date (if required). It is anticipated that after six months, consumer communication requirements are greatly reduced.
		72	Electronic Correspondence	P/ inquiry						This pricing row should include any expenses associated with Section 3.5.Bb (Customer communication materials, Consumer inquires) in the PWS when inquiries are sent to the Offeror in electronic form (either email or via online)
		73	Paper Correspondence	P/ inquiry						This pricing row should include associated with Section 3.5.Bb (Customer communication materials, Consumer inquires) in the PWS when inquiries are sent to the Offeror in paper form. Vendors should include mailing expenses on pricing row XX.
		74	Live Agent	P/ minute						This pricing row should include live agent p/ minute expenses as noted in Section 3.5.C2 (Live agent interaction) in the PWS.
		75	Static Website	P/ Website						This pricing should include any expenses associated with Section 3.5D 1,2,4,5,6,7 (Matter website) in the PWS. This website is assumed to not be enabled to intake consumer data for the purposes of claims processing.
		76	Dynamic website (allows claim intake)	P/ Website						This pricing row should include any expenses associated with Section 3.5D (Matter website) in the PWS. This website is assumed to be enabled to intake consumer data for the purposes of claims processing.
3.6	Funds Distribution and Mailing
	A	77	Development of standard CFPB checks	Job (first TO only)						Bureau anticipates the development of a standard CFPB approved check design. Vendors can charge a 1 time per job charge for this service. Services are described in Section 3.6A (Check preparation and custom development).
	B	Printing and mailing of materials
		a.1	Standard Printing of Materials, Mailing Materials
		78	1 to 4,999	P/ Sheet						These pricing rows (78-82) should include all printing and mailing expenses associated with Section 3.6 Ba (Standard Printing of Materials), Section 3.6Bc (Mailing Materials), Section 3.6Bc (Reminder Letters), Section 3.4Dc (Distribution and receipt of claim form and defect letter, US Postal Mail) of the PWS, as well as any other mailing materials per 3.5A, Consumer communications materials or elsewhere in the PWS. Postage shall be included in the unit pricing. "Sheet" is defined as one page, double sided.

Printer setup costs for check re-issues may be accounted for in pricing row 83. Setup costs associated with subsequent distributions may be accounted for in pricing row 84. Other costs associated with printing and mailing of initial distribution checks, claim forms and customer communication materials should be accounted for in pricing row 87 (Overhead and reporting) or included in the calculation of unit pricing. While pricing should be provided for each group (ie 1-4999), when pricing for a TO, the offeror should only use 1 of the categories based on the total units requested by the TO.

		79	5,000 to 9,999	P/ Sheet
		80	10,000 to 24,999	P/ Sheet
		81	25,000 to 49,999	P/ Sheet
		82	50,000 and above	P/ Sheet
	C; E	Check Reissues/ Multiple Distributions
	C	83	Check Reissue Run	P/ Run	Frequency of check reissue runs as described in Section 3.6C (Check reissues) will be determined on a task order basis. Pricing for a 'run' should include only additional set up costs required for the re-issue of checks. Offeror should use pricing row 20-34 to account for any additional address research and pricing rows 78-82 to account for the mailing of materials.
	D.	84	Subsequent distribution run	P/ Run	Frequency of subsequent distributions as described in Section 3.6E (Multiple distributions) will be determined on a task order basis. This pricing should be fully burdened, with the exception of printing and mailing costs, which should be priced accordingly in rows 78-82.
	E. Tax determinations for victim class
	a.	85	Tax Advice: Proposed Labor Category 1	P/ Hour	Estimates for a legal tax opinion to be provided on a task order basis as described in Section 3.6Db (Tax Advice: Formal opinion and/or additional tax analysis). Pricing should be labor-hour specific. Lines may be added for proposed labor categories.The hourly rate should reflect the fully burdened labor rate.
		86	Tax Advice: Proposed Labor Category 2	P/ Hour	See pricing row 85. Additional lines may be added as required.
		87	Tax Advice: Proposed Labor Category 3	P/ Hour	See pricing row 85. Additional lines may be added as required.
	b/c	86	Consumer tax filings and tax form mailings	P/ Tax Form	This pricing row should be used for all expenses associated with Section 3.6D b (Filing with authorities) and 3.6c (Victim Taxes) in the PWS. Printing and mailing expenses (if required) may be accounted for in pricing rows 78-82.
3.7	Reporting and General Administrative Requirements
	A-F.	87	Overhead and Reporting	Year	Should include all overhead expenses including those associated with reporting requirements described in Section 3.7.A through 3.7.F (Reporting and General Administration Requirements) in the PWS. This cost should also include any expense associated with in-house services offered by the offeror, including general vendor expertise and formatting of any misc. CFPB provided materials. Additionally, this pricing should include the development and all updates of the materials and deliverables described in Section 3.1 (Distribution Plan), Section 3.3B (Data Plan), 3.3F (Financial sanction compliance), 3.6Ea (Tax advice: Discussion); 3.9A(Liability and Employee Dishonesty Bonding), 3.9C (Invoicing), 3.9D (Misc. Services) and any other compliance/ general costs associated with fulfillment of the requirement of the PWS.
3.8	Final Accounting
		88	Final Accounting	Job	Should include all expenses including those associated with final accounting described in Section 3.8 A through Section 3.8 D (Final Accounting) in the PWS.
3.9	Miscellaneous and Related Funds Administration Services
		89	Record Keeping	Job	Should include all expenses including those associated with Section 3.9B (Record keeping) in the PWS.

Sheet2

Sheet3

File details come from the government source that posted it. Updated Nov 14, 2017.