Summary of Changes Amendment 0003.pdf

NONPUBLIC//FDIC BUSINESS

Summary of Changes

The purpose of Amendment 0003 to CORHQ-24-R-0364 is to revise clauses and provide responses to questions. Accordingly, solicitation is here by amended: (Red text denotes changes)

7.3.1-06 - Identification and Delivery of Proposals - September 2024 The proposal due date under this RFP for Phase 1 submission of Factor A is January 22, 2025, by 2:00 p.m. and the Phase 2 submission of all other factors after an advisory notification to proceed is February 7, 2025, by 5:00 p.m. Both submission shall be the local time of the FDIC office issuing this solicitation.

Proposals received after that date and time may be returned without any review by the FDIC.

7.3.2-09 - General Proposal Instructions - December 2023 (Deleted in its entirety)

7.3.2-15 - Mission Capability - Proposal Instructions - July 2023

Offerors are required to submit the following information for up to three (3) recent and relevant..

5. Timing, and Deliverables, and Key Performance Indicators

5.1 Timing and Deliverables

5.1 Deliverables

5.2 Key Performance Indicators

The table below describes key performance indicators (KPIs) that will be used for monitoring and reporting:

KPI Description Total Applications Supported Capacity metric that describes number of applications that depend on the enterprise test data management team to create data for testing purposes.

Test Data Asset Reuse Efficiency metric that describes number of use cases that reuse common test data assets without creating new test data.

Number of Sprints to Task Completion Velocity metric to measure number of sprints used to complete a given task.

Conversion of Manual Processes to Automated Processes

Efficiency metrics that describes conversion of manual processes to repeatable, automated processes.

Technical Standards/Procedures/Methods Published and Implemented

Capacity metric that describes an inventory of implementation procedures that can be selected and reused in the development of test data assets or meeting test scenario requirements.

Application Tests Completed Capacity metric that describes number of tests completed.

Test Data Assets Under Management Capacity metrics that describe datasets, tables, files, objects, etc that are managed by the enterprise test data management team.

Test Data Infrastructure Under Management

Capacity metric that describes number of servers, databases, and other data infrastructure administered or managed by the team.

Backlog Issue Count Capacity metric to describe open tasks for review and acceptance.

Post Test Deployment Issues Efficiency metric that describes issues related to data in the release process for supported applications following successful tests in the development environment.

Enterprise Test Data Management - Solicitation Questions and Answers

# Applicable Document Page # Question FDIC Response

1 SOO General

Could the government confirm the identity of the incumbent contractor, along with the corresponding contract number, total contract value, and the period of performance? Additionally, were there any significant lessons learned or challenges encountered during the incumbent's performance that the government wishes to address under this solicitation?

There is not an existing discrete contract for these services.

2 SOO General Could the government confirm if the incumbent contractor is eligible to bid on this solicitation?

All companies are invited to bid.

3 Pricing Workbook General- Pricing

Could the government provide a detailed breakdown of the historical level of effort required to fulfill the tasks outlined in the Solicitation, based on small, medium , and large , including the number of personnel, labor categories, and typical hours worked per task or deliverable during the previous contract?

Please see the "FFP Project Pricing" tab for estimated roles and FTE counts.

Because this is a fixed-price contract, number of personnel may vary.

4 SOO

Pages 6–7 Section C - Description

Could the government clarify if the scope of work in this solicitation remains the same as the previous contract, and if not, what are the key differences in requirements?

Please see the response to Question 1.

5 SOO General

Considering the recent updates to the scope and strategy outlined by the government, which significantly impact the development of the proposed approach, would the government consider extending the proposal submission deadline by at least two weeks to allow for comprehensive and equitable responses?

The proposal due date for phase 1 has been changed to January 22, 2025 by 2:00 PM

EST

6 SOO

Pages 6–7 Section C - Description

What specific test data lifecycle management practices do FDIC follow?

The FDIC is seeking recommended practices as part of Offeror's solution, as stated in the ETDM SOO Technical Objectives.

7 SOO

Pages 6–9 Section C - Description

How does the ETDM initiative align with FDIC’s broader modernization and cloud adoption strategies?

FDIC wants to institute the test data management procedures and processes enterprise-wide to be available both on-prem and in the cloud.

8 SOO

Pages 6–9 Section C - Description

Are there additional ETDM-related objectives expected during the contract period that are not mentioned in the solicitation?

The SOO defines the current objectives and what will be assessed for this contract award.

9 Task Order Clauses

Pages 6–7 Section C - Description

What flexibility does the government allow for scaling resources on large or complex projects beyond the specified CLINs?

FDIC has included a line for Optional Future CLINs that, as stated in the Pricing Workbook, "the FDIC may procure using either an FFP or T&M model. Because the exact scope of these optional future services is not currently defined, Offerors are not required to provide estimates. The proposed pricing for CLINs 1-4, along with the Optional Future CLIN model, will constitute the overall evaluated price

(OEP)."

Evaluation Criteria

Pages 88–89 Section M - Evaluation Criteria

What quantitative measures will be used to assess improvements in testing speed, defect reduction, and other ETDM objectives?

The evaluation criteria focus on assessing the offeror's proposal during the selection process, including all factors specified in the RFP. These criteria evaluate the vendor's proposal to meet the requirements. For on post-award performance expectations please refer to question #11.

1 SOO

Pages 6–9 Section C - Description

What specific Key Performance Indicators (KPIs) will be tracked to evaluate the success of ETDM initiatives?

Section 5.2 has been included in the SOO with a table describing the Key Performance indicators

2 SOO

Pages 6, 15 Section C - Description

How will the government evaluate price realism for tasks with varying levels of complexity (e.g., small, medium, and large)?

Realism is at performed on as needed basis determined by the FDIC, when performed it will be in accordance with Section M of the solicitation.

Pricing Workbook

Pages 6, 15 Section C - Description

Are offerors allowed to propose contingency pricing models for optional CLINs based on future workload projections?

No, offeror's should propose in accordance with the instructions in the price workbook

Task Order Clauses

Pages 77–78 Section L - Instructions

How will test data integrity be maintained across hybrid cloud and on-premise systems?

Centrally managed repository for test data securely accessible by cloud and on-prem systems and governed by test data management processes

5 SOO

Pages 15–16 Section C - Deliverables

Could the government clarify the measures or guidelines in place to ensure the protection of sensitive data during interconnections with external systems?

Test data is produced by methods that document and describe protection threshold and risks related to aggregation or disclosure.

Test data generated is deemed non-sensitive per Privacy approval. Test data policies are translated into test data generation methods.

Sensitive data elements are documented and described.

Test data repository is access-controlled.

6 SOO

Pages 10, 12 Section C - Technical Objectives

Could the government confirm whether you have already have a baseline CI/CD pipeline configuration for integration, or if the contractor is expected to develop and propose a pipeline architecture independently?

In some cases, CI/CD pipelines exist. The contractor may be expected to design/implement CI/CD pipeline for data integration.

CI/CD infrastructure and tools are administered as a managed service separately.

Task Order Clauses

Pages 13, 79–80 Section C - Key Personnel / Section L - Instructions

Could the government confirm if equivalent qualifications or relevant experience will be accepted in place of certifications such as Agile, Oracle, and Azure for key personnel?

Certifications are highly desired but not required.

Experience will be viewed favorably, provided they demonstrate equivalent expertise.

8 SOO

Pages 14–15 Section C - Deliverables

What specific templates and reporting formats will be required for deliverables like Monthly Project Reports, Current State Analysis, and Future State Analysis?

Templates and formats will be proposed by the contractor and approved by the FDIC.

9 SOO

Section C - Security Objectives

Could the government clarify the frequency of compliance assessments, such as the FDIC Assess & Authorize (A&A) process, and outline the contractor’s specific responsibilities during these assessments?

The assessments would be scheduled based on the subject matter per FDIC.

Triggering events include but are not limited to ad hoc audits, major software releases, infrastructure changes, and continuous monitoring activities. The contractor would be responsible for providing documentation to support compliance activities and implementing changes to test data infrastructure, data assets, or business processes as required.

0 SOO

Section C - Security Objectives

Are there additional FDIC or federal directives beyond those listed in the solicitation that the contractor must follow for compliance purposes?

The directives provided are standard references, however additional directives may be introduced during the performance period.

Pricing Workbook

Pages 7, 15 Section C - Pricing

Could the government clarify how price adjustments for optional CLINs will be handled if project requirements or complexity change significantly during the contract period?

The RFP currently states that Optional CLINs will be either 1) Firm Fixed Price (FFP) by Project Complexity and 2) Time and Materials (T&M). If the FDIC elects to utilize a new CLIN under FFP, we would already have the pricing per project complexity established in the contract. As the pricing instructions state in the pricing workbook, "FFP Project Pricing" tab, "This tab requests charges for the three Project Complexity levels that can be ordered under this contract. To the extent, that project requirements or complexity changes, then the CO may make changes per the FDIC Changes clause.

Pricing Workbook

Pages 7, 15 Section C - Pricing

Will the government allow re-pricing of optional CLINs based on future workload projections?

As stated in the Pricing Instructions, "Optional Future CLINs: The FDIC may procure future services under this contract using either an FFP or T&M model. Because the exact scope of these optional future services is not currently defined, Offerors are not required to provide estimates.

Evaluation Criteria 83 Are PPQs required with Phase 1 on Jan 13 or

Phase 2 on Jan 31?

PPQs will be evaluated as part of Phase 2 - Factor E past Performance and should be received by the Phase 2 due date.

Evaluation Criteria 79-80, 82

Should the Demonstrated Experience (Volume 1, Factor A) match the Relevant Past Performance (Volume 3)?

The contracts are not required to be identical.

Question and Answer Sheet

Is competition limited to the offerors listed in the Column B drop down menu?

No. The FDIC inadvertently provided the ITAS NG BOA Q&A template, which features a dropdown list of those BOA-holders. All companies are invited to bid on this opportunity.

Evaluation Criteria 78

What information should go in Volume 5 - Additional Information? Is there a page limit to this Volume?

Please include Representations and Certifications forms 3700/04A and 3700/12, letters of commitment from each proposed key personnel and the subcontracting plan as well as any additional information (if applicable).

Forms are available at https://www.fdic.gov/doing-business-fdic/acquisition-policy-and-forms

Can agency please specify if there is any incumbent on the contract. If yes, please specify the name

Please see the response to Question 1.

8 SOO 57-58

Can the FDIC clarify what is implied by new Test Data Infrastructure (database schemas, new servers, etc.)?

In the provided example, it is referring to deploying the test data infrastructure, including test data assets/tables, test data software and server configuration/management, cloud data infrastructure, and system administration for test data team.

Pricing Workbook

FFP Project Pricing Tab

While the FDIC requires a Test Engineer as part of Key Personnel, the FFP Project Pricing Tab does not contain a Test Engineer in "Anticipated Roles per Project Complexity" tables? Can the FDIC confirm that Test Engineer is not a required LCAT for the FFP teams.

The "FFP Project Pricing" tab of the Pricing Workbook has been revised to replace "Data Orchestration SME" with "Test Engineer" in the Anticipated Roles tables.

Evaluation Criteria 83

Section 7.3.2-16 - Past Performance - Proposal Instructions (e)

The instructions state: "The offeror is responsible for ensuring the PPQs are received by FDIC no later than the proposal due date." Will the government please

Confirmed. Please see the response to Question 23.

confirm that past performance questionnaires are due as part of Phase 2?

Evaluation Criteria 82

7.3.2-16 - Past Performance - Proposal Instructions (a)

The instructions state: "Each offeror must submit a Past Performance Volume with its proposal..." Will the government please confirm that the past performance volume is to be submitted as part of Phase 2?

Confirmed. Please see the response to Question 23.

Evaluation Criteria 78

7.3.2-15 - Mission Capability - Proposal Instructions - The instructions state " Factor A - Demonstrated Experience Description:

Offerors are required to submit the following information for three (3) recent and relevant projects (within the past five years) from the prime offeror that best represent their experience in these areas."

Please confirm that offerors must submit up to three but at least two recent and relevant projects.

While submission of three recent and relevant projects is encouraged to provide a comprehensive demonstration of experience, offerors may submit fewer.

Section 7.3.2-15 - Mission Capability of the solicitation has been modified to state, "Offerors are required to submit the following information for up to three

(3) recent and relevant projects…"

Evaluation Criteria 77

7.3.2-10 - General Proposal Instructions - Oral Presentation Except for (e), there are no other orals instructions in this section. Please confirm if instructions and requirements for the orals will be provided in the Amendment

Page 84 of the solicitation, 7.3.2-27 - Oral Presentation - July 2008, provides instructions for the Oral Presentation.

Evaluation Criteria 76

7.3.2-10 - General Proposal Instructions - Oral Presentation (c)

Factor A, B, C, D align to Phase 1 and Phase 2.

Please confirm which factor the following volumes align to:

Volume3-RelevantPastPerformance Volume4-Pricing Volume5-AdditionalInformation Volume6- Offeror’sPointofContactforBackgroundInves tigationQuestionnaires

Please see page 77 of the solicitation for the alignment of Volumes to Factors and Phases. Only Factor A will be evaluated in Phase 1. All other Factors will be evaluated in Phase 2.

Evaluation Criteria 76

7.3.2-06 - Questions Regarding Solicitation If there are revisions in the amendment that impact the response in Phase 1, contractors will need time to revise their response.

Hence, we request that the Phase 1 due date be extended by at least a week to allow interested contractors adequate time to respond to the revisions in the amendment.

The proposal due date for phase 1 has been changed to January 22, 2025 by 2:00 PM

EST

7.3.2-15 - Mission Capability - Proposal Instructions -

The instructions state " Factor A - Demonstrated Experience Description:

Offerors are required to submit the following information for three (3) recent and relevant projects (within the past five years) from the prime offeror that best represent their experience in these areas. " Please confirm that offerors may submit up to two contracts as long as both contracts meet the requirements and are recent and relevant.

Please see the response to Question 32.

Evaluation Criteria 77

7.3.2-09 - General Proposal Instructions ( e)

The instructions state "The following will not be included in the page count limitations:

cover pages, table of contents, tabs, dividers, glossaries, blank pages and a compliance matrix (if proposed)." Please confirm that a cover letter is not included in the page count limitations.

Confirmed.

Evaluation Criteria 77

7.3.2-09 - General Proposal Instructions

Volume 1 - (Phase 1) Mission Capability Factor A: Demonstrated Experience

Please confirm that offerors may submit a cover letter—outside page limitation—with Volume 1 Phase 1.

Confirmed.

Evaluation Criteria 76 and 77

7.3.2-09 - General Proposal Instructions and 7.3.2-10 - General Proposal Instructions - Oral Presentation The instructions in both of these two sections are the same except for (e) in section 7.3.2-10 - General Proposal Instructions - Oral Presentation. Will the Govt. provide clarification or revised sections in the Amendment?

7.3.2-09 - General Proposal Instructions has been removed

Evaluation Criteria 78 and 82

There seems to be a slight inconsistency in the instructions in Phase 1 and Phase 2 for the following two sections.

7.3.2-15 - Mission Capability - Proposal Instructions -

The instructions state " Factor A - Demonstrated Experience Description:

Offerors are required to submit the following information for three (3) recent and relevant projects (within the past five years) from the prime offeror that best represent their experience in these areas. "

And in section 7.3.2-16 - Past Performance - Proposal Instructions, it states " This information is required for both the offeror and for major subcontractors and joint venture partners that the offeror considers critical to its overall successful performance of this requirement. " Offeror must notify its proposed subcontractors that by providing past performance information and references to the offeror for inclusion in the proposal, a subcontractor is deemed to have given consent to the possible release by FDIC to offeror of any adverse past performance information the FDIC receives, in order that the offeror can respond to it.

For purposes of consistency, please confirm that in both Phase 1 and Phase 2, three recent and relevant contracts may be submitted by the prime, its subs, or by the joint venture partner.

No, Factor A is limited to experiences from the prime offeror.

Evaluation Criteria 4

Price Schedule. The instructions state " The Offeror is required to complete the Excel workbook provided in the email with Request for Proposal(RFP). If you did not receive the Excel workbook when you received the RFP please contact the Contracting Officer immediately". Please clarify the requirement since the RFP was released on SAM.GOV. and not via email.

Confirmed, the Excel file "Enterprise TDM Pricing Workbook" was posted to SAM.gov on December 19, 2024.

Evaluation Criteria 59

Section K - Representations, Certifications and Other Statements of Offerors

Please confirm that offerors may provide a statement in Volume 5 confirming the Representations, Certifications are up to date on SAM.GOV and that no further documentation is required with the proposal

Please include required form, refer to question 26

Column B of this questionnaire lists several companies in the drop down menu. Please confirm that the solicitation released on SAM.GOV is full and open and open to all interested offerors.

Please see the response to Question 25.

4 General Who is the current incumbent? Please see the response to

Question 1.

5 General What is the current contract value and period?

Please see the response to Question 1.

6 General Is this a new requirement or a recompete? Please see the response to

Question 1.

7 General

Can you provide details on the current team size, including roles, supporting these applications?

The FDIC does not currently have an enterprise solution encompassing the full scope of services outlined in the solicitation. However, certain functions have been performed on an ad hoc basis consisting of three roles as needed - the project lead, the architect and the data analyst/engineer. The enterprise test data management team will collaborate with roles outside of the scope of this requirement to include application developers, data engineers, security specialists, and privacy subject matter experts.

8 General Can we propose Key Personnel or other staff members with valid Work Visa?

No, please refer to clause:

7.5.2-08 - Risk Level Designation

9 General Can the agency provide a baseline effort for the scope of services?

As included in the SOO and Pricing Workbook, the FDIC anticipates ordering two small, one medium, and one large project.

0 General Are past performances from Sub Contractors allowed?

Per Clause 7.3.2-16 Past Performance - Also include past performance information on up to one (1) recent contracts performed by each of your subcontractors and joint venture partners, if any

CORHQ-24-

R-0686 Amendment 0001.pdf

Page # 11 Is experience in IRI Voracity Test Data Management tool mandatory?

Experience in IRI Voracity is not required, but if included, will be evaluated as part of the overall technical submission.

2 General Are completed PPQs required with the Phase

1 submission?

No, Factor A is limited to experiences from the prime offeror.

3 General

Is there a minimum or maximum team size expectation for small, medium, and large projects?

There is no required minimum or maximum for small, medium, or large projects.

4 General what is the budget that is set-aside for this project? This will not be provided.