RFP_Phase_1_FBO.pdf

US Department of Education

Federal Student Aid

Title IV Financial Aid Origination and Disbursement Services

Phase I Solicitation

U.S. Department of Education, Office of Federal Student Aid

Phase I – Solicitation ED-FSA-14-R-0013

Title IV Financial Aid Origination and Disbursement Services

1. INTRODUCTION

Federal Student Aid, which is part of the Department of Education, plays a central and essential role in America's postsecondary education community. Federal Student Aid (hereinafter referred to as “FSA”) is the largest provider of student financial aid in the nation. It helps make college education possible for every dedicated mind by providing more than $500 billion in federal grants, loans, and work-study funds each year to more than 34 million students paying for college or career school.

FSA's core mission is to ensure that all eligible individuals benefit from federal financial assistance—grants, loans and work-study programs—for education beyond high school.

FSA is responsible for managing the student financial assistance programs authorized under Title IV of the Higher Education Act of 1965. These programs provide grants, loans, and work-study funds to students attending college or career school.

2. STATEMENT OF NEED

FSA is conducting phase one of a two-phase solicitation process to acquire a solution (hereinafter referred to as the Title IV Solution) for supporting the origination, disbursement, and reporting of Title IV federal student aid programs, including - but not limited to - Direct Loans, Pell Grants, and the Teacher Education Assistance for College and Higher Education Grants. The Title IV Solution shall also provide ongoing support for the discontinued Title IV federal student aid programs, including - but not limited to - Academic Competitiveness Grants and National Science and Mathematics Access to Retain Talent Grants. Please refer to Attachment A for the Title IV Solution requirements.

The two-phase solicitation process will be conducted in accordance with the Education Department Acquisition Regulation (EDAR) 3415.302-70.

Due to the mission critical nature of this acquisition, risk mitigation is essential. The Title IV Solution is expected to be implemented with a low risk and cost-effective approach within 18 months of receiving the award. The current contract, which utilizes the contractor’s Common Origination and Disbursement (COD) system for supporting the origination, disbursement, and reporting of Title IV federal student aid programs, is expected to end on September 30, 2015.

If the new Title IV Solution (in the follow-on contract) is not implemented by September 30, 2015, the current COD system and the new Title IV Solution may be operated concurrently until the origination and disbursement services can be fully transitioned to the new Title IV Solution.

Origination and disbursement services are considered to be mission critical to the Department of Education, and cannot be interrupted. The transition period (where the COD system and the new Title IV Solution may be operated concurrently) will begin after the follow-on contract is awarded, and will be counted against the base period of the follow-on contract.

It is anticipated that the follow-on contract will have a base period of performance of five years and five option periods, with each option period being twelve months.

The applicable North American Industry Classification System (NAICS) code for this procurement is 522390.

3. TWO-PHASE SOLICITATION PROCESS

The offers submitted for the phase one solicitation will be evaluated based on the evaluation criteria stated herein (Go/No-Go Factors and Evaluation Factors). As stated above, this solicitation is phase one of a two-phase solicitation process. Only the offerors selected for phase two will receive the phase two solicitation. Selection in phase one does not indicate nor constitute a contract award.

FSA does not intend to pay for the proposals submitted in response to this phase one solicitation. No entitlement to payment of direct or indirect costs or charges will arise as a result of submitting a proposal. The proposal shall be provided at no cost to the Government.

4. EVALUATION CRITERIA

The following constitutes the factors on which the offerors will be selected for consideration for phase two:

a) Go/No-Go Factors:

1. Offeror has performed funding allocation, reconciliation, and close-out activities for at least $4 billion in student loan and/or grant originations and/or disbursements at any point in a single year since January 1, 2005.

2. Relationship Management with schools that are involved with Title IV student aid programs: Offeror has provided customer service to at least 2,000 schools regarding the origination, disbursement, and reporting of student loans and/or grants at any point in a single year since January 1, 2005.

b) Failure to meet the two Go/No-Go Factors, mentioned above, will result in removal from further consideration for phase two, and the offeror’s proposal will not be evaluated against the Evaluation Factors listed below.

c) Evaluation Factors:

1. Past Performance – Quality of Experience

a. Offerors will be evaluated based on the quality of their direct and demonstrated experience with student loan and/or grant originations and/or disbursements.

AND

b. Offerors will be evaluated based on the quality of their direct and demonstrated experience with processing, collecting, transmitting, securing, and storing the following types of Personally Identifiable Information (PII): Social Security Numbers, Names, Dates of Birth, Mailing Addresses, Email Addresses, and Incomes.

c. Only past performance information after January 1, 2005 will be considered and evaluated.

2. Security Compliance

Offerors will be evaluated based on their experience with applying and maintaining federal, state, and/or commercial privacy and security standards, such as the Federal Information Security Management Act (FISMA), National Institute of Standards and Technology (NIST), and the Privacy Act.

3. Customer Service to Applicants and Borrowers

Offerors will be evaluated based on their experience with providing customer service to applicants and borrowers regarding student loan and/or grant

4. Cost Estimate

Please provide the estimated costs to develop, implement, and maintain the proposed Title IV Solution, in accordance with the requirements in Attachment A. It is anticipated that the proposed Title IV Solution will have the ability to accommodate $150 billion in origination and disbursement volume, and 30 million student loans and grants.

Please utilize Attachment B for providing the estimated costs.

The estimated costs are being evaluated for realism. The estimated costs will not be considered binding. Final pricing will be established in phase two.

d) Evaluation Factors - Order of Importance: Evaluation Factors 1a (Experience with

Originations and/or Disbursements), 1b (PII), and 2 (Security Compliance) are of equal importance, and are more important than Evaluation Factors 3 (Customer Service) and 4 (Cost Estimate). Evaluation Factor 3 is more important than Evaluation Factor 4.

e) Please refer to the Proposal Submission section below for further instructions on the information that shall be included in the proposal.

f) The information being requested in Proposal Submission section d) Planning is for informational and Government planning purposes only. The information provided will not be evaluated, nor shared with anyone outside of the Government.

5. PROPOSAL SUBMISSION

All interested parties shall submit their proposals in accordance with the format requirements, submission instructions, and proposal content stated below. If the proposal does not meet the format requirements, submission instructions, and proposal content stated below, it will not be evaluated nor considered.

In evaluating the information that is provided by the offeror, FSA reserves the right to verify the information requested and/or contact other federal agencies, companies, or individuals concerning the information and data. In addition, the Government reserves the right to supplement the evaluation of the information provided by the offeror with any relevant information including: any past performance data on any contracts and projects with any federal agencies; any information readily available from the System for Award Management (SAM); any information discoverable on any Government contract performed by the Offeror either as a prime contractor or subcontractor; any information in any Government past performance database (i.e., CPARS, PPIRS, FAPIIS); or any other information generally available that might have relevance to the evaluation of the offeror and its proposal.

a) Format Requirements

1. Each proposal page shall have one-inch margins on each side of the page.

The one-inch margin parameter does not apply to the attachments that are to be filled out as part of the proposal submission. The parameter also does not apply to the proof of work requested herein or to any pages that may be attached to the evaluation matrices to show the evidence requested herein.

2. Each proposal page shall have the company name, the solicitation number, and page numbers in “page x of y” format, where x represents the page number and y represents the total number of pages in the proposal. The page number parameter does not apply to the attachments (e.g., evaluation matrices) that are to be filled out as part of the proposal submission. The parameter also does not apply to the proof of work requested herein or to any pages that may be attached to the evaluation matrices to show the evidence requested herein.

3. The proposal shall not be more than 35 pages. The attachments (Past

Performance Questionnaires, Conflict of Interest Certification, Proof of Work, Evaluation Matrices, and any additional pages containing the evidence) will not be counted against the 35 page limitation. However, cover pages, table of content pages, appendices, and/or any other information pages included with the proposal will be counted against the 35 page limitation. If the proposal is more than 35 pages, only the first 35 pages of the proposal will be evaluated and considered.

For the Conflict of Interest Certification, please utilize Attachment C.

The attachments and the proof of work/evidence shall be placed at the end of the proposal, with the Conflict of Interest Certification being the absolute last document of the proposal.

The offeror shall not provide promotional, marketing, or unrelated capabilities information in the proposal, as it will not be evaluated nor considered. The offeror shall only provide the information and data that is requested herein.

4. The proposal (including all attachments, such as the evaluation matrices) shall be in PDF or MS Word 2010 compatible format.

5. Each evaluation matrix and its corresponding proof of work/evidence must be properly linked, correlated, and marked. Every page of the proof of work/evidence must contain, at a minimum:

Offeror name

Evaluation factor for which the proof of work/evidence is being provided

Title and number of the contract/project (i.e., a legally binding agreement) from which the proof of work/evidence is being provided

b) Submission Instructions

1. The proposal shall be emailed to MPDODTeam@ed.gov. The subject line of the email shall include the company name, the solicitation number, and include the text, “Phase I Title IV Response.”

2. The proposal, including all attachments and documents, are to be submitted in one file. If the file size is more than 10MB, please submit a zipped file which can be unzipped through WinZip.

3. The proposal shall be received by 4 PM ET, April 14, 2014. The time of receipt is considered to be the time at which the e-mail is received at the initial point of entry to the Department’s infrastructure.

c) Proposal Content

1. Go/No-Go Factors

a. Evidence of experience and capacity in performing funding allocation, reconciliation, and close-out activities for at least $4 billion in student loan and/or grant originations and/or disbursements at any point in a single year since January 1, 2005.

i. The evidence shall contain the following information at a minimum:

binding agreement) for which the funding allocation, reconciliation, and close-out activities were performed

Description of the contract/project

Name, address, phone number, and email address of the client

Period of performance on the contract/project

Breakdown of the student loans and/or grants supported (i.e., how many student loans vs. grants were supported) during the period of performance

Breakdown of the origination and/or disbursement amounts that were supported during the period of performance. Only student loan and/or grant originations and/or disbursements shall be provided in the breakdown. Also, clearly point out the time when $4 billion or more in student loan and/or grant originations and/or disbursements was supported.

Description of the funding allocation, reconciliation, and close-out activities that were performed for student loan and/or grant originations and/or disbursements

Proof of working on the contract/project, such as pertinent contract/project terms and conditions, deliverables, records, reports, etc. The proof must be independently verifiable.

ii. Please utilize Attachment D for providing the evidence.

b. Relationship Management with schools that are involved with Title IV student aid programs.

Evidence of experience in providing customer service to at least 2,000 schools regarding the origination, disbursement, and reporting of student loans and/or grants at any point in a single year since January 1, 2005.

Title and number of the contract/project (i.e., a legally binding agreement) for which customer service to schools was provided regarding the origination, disbursement, and reporting of student loans and/or grants

Details on the type of call center operation that was established to provide the customer service. For example, was the call center operation subcontracted out or handled internally? How were the inquiries handled? Were they handled through email, mail, chat, phone, social media (e.g., Facebook), mobile application, and/or other means of communication?

Volume of the inquiries handled. Please also provide statistical information on how many of the inquiries were handled through email, mail, chat, phone, social media (e.g., Facebook), mobile application, and/or other means of communication.

Number of schools that were provided the customer service. Also, please provide the names of the schools, and the state and country they are/were in.

ii. Please utilize Attachment E for providing the evidence.

2. Evaluation Factors

a. Past Performance - Quality of Experience

Evidence of the offeror’s record of providing high quality services through their direct and demonstrated experience with student loan and/or grant originations and/or disbursements.

Evidence of the offeror’s record of providing high quality services through their direct and demonstrated experience with processing, collecting, transmitting, securing, and storing the following types of Personally Identifiable Information (PII): Social Security Numbers, Names, Dates of Birth, Mailing Addresses, Email Addresses, and Incomes.

Only past performance information after January 1, 2005 will be considered and evaluated.

i. The past performance evidence shall contain at a minimum:

binding agreement) for which the originations and/or disbursements of student loans and/or grants were supported binding agreement) for which the Social Security Numbers, Names, Dates of Birth, Mailing Addresses, Email Addresses, and Incomes were processed, collected, transmitted, secured, and stored

Breakdown of the student loans and/or grants supported (i.e., how many loans vs. grants were supported) during the period of performance

Breakdown of the origination and/or disbursement amounts that were supported during the period of performance. Only student loan and/or grant originations and/or disbursements shall be provided in the breakdown.

Types and volume of PII collected, processed, transmitted, secured, and stored

Each client listed under past performance information shall be provided, by the offeror, the Past Performance Questionnaire in Attachment G.

The completed Past Performance Questionnaire shall be emailed by the client to MPDODTeam@ed.gov with a subject line that reads, “Phase I Title IV Response Questionnaire – [Insert Contractor Name}.” Past Performance Questionnaires received directly from the offeror will not be evaluated nor considered.

mailto:MPDODTeam@ed.gov

In order for the Past Performance Questionnaires to be considered and evaluated, they must be received by the closing time/date of the phase one solicitation.

ii. Please utilize Attachment F for providing the evidence.

b. Evidence of experience in applying and maintaining federal, state, and/or commercial privacy and security standards, such as the Federal Information Security Management Act (FISMA), National Institute of Standards and Technology (NIST), and the Privacy Act.

binding agreement) for which the federal, state, and/or commercial privacy and security standards were applied and maintained

Types of federal, state, and/or commercial privacy and security standards applied and maintained

ii. Please utilize Attachment H for providing the evidence.

c. Evidence of experience in providing customer service to applicants and borrowers regarding student loan and/or grant originations and/or disbursements.

Title and number of the contract/project (i.e., a legally binding agreement) for which customer service to applicants and borrowers was provided regarding student loan and/or grant originations and/or disbursements

Details on the type of call center operation that was established to provide the customer service. For example, was the call center operation subcontracted out or handled internally? How were the inquiries handled? Were they handled through email, mail, chat, phone, social media (e.g., Facebook), mobile application, and/or other means of communication?

Volume of the inquiries handled. Please also provide statistical information on how many of the inquiries were handled through email, mail, chat, phone, social media (e.g., Facebook), mobile application, and/or other means of communication.

ii. Please utilize Attachment I for providing the evidence.

d. Cost Estimate

Please provide the estimated costs to develop, implement, and maintain the proposed Title IV Solution, in accordance with the requirements in Attachment A.

Please utilize Attachment B for providing the estimated costs.

The estimated costs are being evaluated for realism. The estimated costs will not be considered binding. Final pricing will be established in phase two.

d) Planning – The information requested below will not be evaluated nor shared with anyone outside of the Government. This information is being requested for informational and Government planning purposes only.

1. Please explain the Title IV Solution (e.g., systems, applications, infrastructure, services, and processes) that will be utilized to support the origination, disbursement, and reporting of student loans and grants, in accordance with the requirements in Attachment A.

2. The origination and disbursement volume can fluctuate drastically, so the ability for the proposed Title IV solution to be scalable is crucial. Please explain how the proposed Title IV Solution (e.g., systems, applications, services, infrastructure, and processes) will have the ability to be scalable in order to accommodate an increase or decrease in origination and disbursement volume. It is anticipated that the proposed Title IV Solution will have the ability to be scalable to accommodate $150 billion in origination and disbursement volume, and 30 million student loans and grants.

3. Please provide the estimated unit price per origination from Year 1 to 10, since it is anticipated that the contract will have a base period of performance of five years and five option periods, with each option period being twelve months. The unit price shall also take into consideration the associated disbursements. Range pricing should be provided to accommodate the fluctuating origination and disbursement volume. Also, please recommend a pricing structure that you believe will best suit the origination and disbursement costs.

6. CONFLICT OF INTEREST

EDAR 3452.209-70

Conflict of Interest Certification (MAR 2011)

(a)(1) The contractor, subcontractor, employee, or consultant, by signing the form in this clause, certifies that, to the best of its knowledge and belief, there are no relevant facts or circumstances that could give rise to an organizational or personal conflict of interest, (see FAR Subpart 9.5 for organizational conflicts of interest) (or apparent conflict of interest), for the organization or any of its staff, and that the contractor, subcontractor, employee, or consultant has disclosed all such relevant information if such a conflict of interest appears to exist to a reasonable person with knowledge of the relevant facts (or if such a person would question the impartiality of the contractor, subcontractor, employee, or consultant). Conflicts may arise in the following situations:

(i) Unequal access to information. A potential contractor, subcontractor, employee, or consultant has access to non-public information through its performance on a government contract.

(ii) Biased ground rules. A potential contractor, subcontractor, employee, or consultant has worked, in one government contract, or program, on the basic structure or ground rules of another government contract.

(iii) Impaired objectivity. A potential contractor, subcontractor, employee, or consultant, or member of their immediate family (spouse, parent, or child) has financial or other interests that would impair, or give the appearance of impairing, impartial judgment in the evaluation of government programs, in offering advice or recommendations to the government, or in providing technical assistance or other services to recipients of Federal funds as part of its contractual responsibility. “Impaired objectivity” includes but is not limited to the following situations that would cause a reasonable person with knowledge of the relevant facts to question a person's objectivity:

(A) Financial interests or reasonably foreseeable financial interests in or in connection with products, property, or services that may be purchased by an educational agency, a person, organization, or institution in the course of implementing any program administered by the Department;

(B) Significant connections to teaching methodologies or approaches that might require or encourage the use of specific products, property, or services; or

(C) Significant identification with pedagogical or philosophical viewpoints that might require or encourage the use of a specific curriculum, specific products, property, or services.

(2) Offerors must provide the disclosure described above on any actual or potential conflict of interest (or apparent conflict of interest) regardless of their opinion that such a conflict or potential conflict (or apparent conflict of interest) would not impair their objectivity.

(3) In a case in which an actual or potential conflict (or apparent conflict of interest) is disclosed, the Department will take appropriate actions to eliminate or address the actual or potential conflict, including but not limited to mitigating or neutralizing the conflict, when appropriate, through such means as ensuring a balance of views, disclosure with the appropriate disclaimers, or by restricting or modifying the work to be performed to avoid or reduce the conflict. In this clause, the term “potential conflict” means reasonably foreseeable conflict of interest.

(b) The contractor, subcontractor, employee, or consultant agrees that if “impaired objectivity”, or an actual or potential conflict of interest (or apparent conflict of interest) is discovered after the award is made, it will make a full disclosure in writing to the contracting officer. This disclosure shall include a description of actions that the contractor has taken or proposes to take to avoid, mitigate, or neutralize the actual or potential conflict (or apparent conflict of interest).

(c) Remedies. The Government may terminate this contract for convenience, in whole or in part, if it deems such termination necessary to avoid the appearance of a conflict of interest. If the contractor was aware of a potential conflict of interest prior to award or discovered an actual or potential conflict after award and did not disclose or misrepresented relevant information to the contracting officer, the Government may terminate the contract for default, or pursue such other remedies as may be permitted by law or this contract. These remedies include imprisonment for up to five years for violation of 18 U.S.C. 1001 and fines of up to $5000 for violation of 31 U.S.C. 3802. Further remedies include suspension or debarment from contracting with the Federal government. The contractor may also be required to reimburse the Department for costs the Department incurs arising from activities related to conflicts of interest. An example of such costs would be those incurred in processing Freedom of Information Act requests related to a conflict of interest.

(d) In cases where remedies short of termination have been applied, the contractor, subcontractor, employee, or consultant agrees to eliminate the organizational conflict of interest, or mitigate it to the satisfaction of the contracting officer.

(e) The contractor further agrees to insert in any subcontract or consultant agreement hereunder, provisions that conform substantially to the language of this clause, including specific mention of potential remedies and this paragraph (e).

(f) Conflict of Interest Certification

The offeror, , hereby certifies that, to the best of its knowledge and belief, there are no present or currently planned interests (financial, contractual, organizational, or otherwise) relating to the work to be performed under the contract or task order resulting from Request for Proposal No. [insert number] that would create any actual or potential conflict of interest (or apparent conflicts of interest) (including conflicts of interest for immediate family members: spouses, parents, children) that would impinge on its ability to render impartial, technically sound, and objective assistance or advice or result in it being given an unfair competitive advantage. In this clause, the term “potential conflict” means reasonably foreseeable conflict of interest. The offeror further certifies that it has and will continue to exercise due diligence in identifying and removing or mitigating, to the Government's satisfaction, such conflict of interest (or apparent conflict of interest).

Offeror's Name:

RFP/Contract No.:

Signature:

Title:

Date:

(End of clause)

EDAR 3452.209-71

Conflict of Interest (MAR 2011)

(a)(1) The contractor, subcontractor, employee, or consultant, has certified that, to the best of its knowledge and belief, there are no relevant facts or circumstances that could give rise to an organizational or personal conflict of interest (see FAR Subpart 9.5 for organizational conflicts of interest) (or apparent conflict of interest) for the organization or any of its staff, and that the contractor, subcontractor, employee, or consultant has disclosed all such relevant information if such a conflict of interest appears to exist to a reasonable person with knowledge of the relevant facts (or if such a person would question the impartiality of the contractor, subcontractor, employee, or consultant). Conflicts may arise in the following situations:

(i) Unequal access to information—A potential contractor, subcontractor, employee, or consultant has access to non-public information through its performance on a government contract.

(ii) Biased ground rules—A potential contractor, subcontractor, employee, or consultant has worked, in one government contract, or program, on the basic structure or ground rules of another government contract.

(iii) Impaired objectivity—A potential contractor, subcontractor, employee, or consultant, or member of their immediate family (spouse, parent, or child) has financial or other interests that would impair, or give the appearance of impairing, impartial judgment in the evaluation of government programs, in offering advice or recommendations to the government, or in providing technical assistance or other services to recipients of Federal funds as part of its contractual responsibility. “Impaired objectivity” includes but is not limited to the following situations that would cause a reasonable person with knowledge of the relevant facts to question a person's objectivity:

(A) Financial interests or reasonably foreseeable financial interests in or in connection with products, property, or services that may be purchased by an educational agency, a person, organization, or institution in the course of implementing any program administered by the Department;

(B) Significant connections to teaching methodologies that might require or encourage the use of specific products, property, or services; or

(C) Significant identification with pedagogical or philosophical viewpoints that might require or encourage the use of a specific curriculum, specific products, property, or services.

(2) Offerors must provide the disclosure described above on any actual or potential conflict (or apparent conflict of interest) of interest regardless of their opinion that such a conflict or potential conflict (or apparent conflict of interest) would not impair their objectivity.

(3) In a case in which an actual or potential conflict (or apparent conflict of interest) is disclosed, the Department will take appropriate actions to eliminate or address the actual or potential conflict (or apparent conflict of interest), including but not limited to mitigating or neutralizing the conflict, when appropriate, through such means as ensuring a balance of views, disclosure with the appropriate disclaimers, or by restricting or modifying the work to be performed to avoid or reduce the conflict. In this clause, the term “potential conflict” means reasonably foreseeable conflict of interest.

(b) The contractor, subcontractor, employee, or consultant agrees that if “impaired objectivity”, or an actual or potential conflict of interest (or apparent conflict of interest) is discovered after the award is made, it will make a full disclosure in writing to the contracting officer. This disclosure shall include a description of actions that the contractor has taken or proposes to take, after consultation with the contracting officer, to avoid, mitigate, or neutralize the actual or potential conflict (or apparent conflict of interest).

(c) Remedies. The Government may terminate this contract for convenience, in whole or in part, if it deems such termination necessary to avoid the appearance of a conflict of interest. If the contractor was aware of a potential conflict of interest prior to award or discovered an actual or potential conflict (or apparent conflict of interest) after award and did not disclose or misrepresented relevant information to the contracting officer, the Government may terminate the contract for default, or pursue such other remedies as may be permitted by law or this contract. These remedies include imprisonment for up to five years for violation of 18 U.S.C.

1001 and fines of up to $5,000 for violation of 31 U.S.C. 3802. Further remedies include suspension or debarment from contracting with the Federal government. The contractor may also be required to reimburse the Department for costs the Department incurs arising from activities related to conflicts of interest. An example of such costs would be those incurred in processing Freedom of Information Act requests related to a conflict of interest.

(d) In cases where remedies short of termination have been applied, the contractor, subcontractor, employee, or consultant agrees to eliminate the organizational conflict of interest, or mitigate it to the satisfaction of the contracting officer.

(e) The contractor further agrees to insert in any subcontract or consultant agreement hereunder, provisions that conform substantially to the language of this clause, including specific mention of potential remedies and this paragraph (e).

(End of clause)

Attachments

Attachment A: Title IV Solution Requirements

Attachment B: Estimated Costs

Attachment C: Conflict of Interest Certification

Attachment D: Evidence of experience and capacity in performing funding allocation, reconciliation, and close-out activities for at least $4 billion in student loan and/or grant originations and/or disbursements at any point in a single year since January 1, 2005.

Attachment E: Evidence of experience in providing customer service to at least 2,000 schools regarding the origination, disbursement, and reporting of student loans and/or grants at any point in a single year since January 1, 2005.

Attachment F: Past Performance - Quality of Experience

Evidence of the offeror’s record of providing high quality services through their direct and demonstrated experience with student loan and/or grant

Evidence of the offeror’s record of providing high quality services through their direct and demonstrated experience with processing, collecting, transmitting, securing, and storing the following types of Personally Identifiable Information (PII): Social Security Numbers, Names, Dates of Birth, Mailing Addresses, Email Addresses, and Incomes.

Attachment G: Past Performance Questionnaire

Attachment H: Evidence of experience in applying and maintaining federal, state, and/or commercial privacy and security standards, such as the Federal Information Security Management Act (FISMA), National Institute of Standards and Technology (NIST), and the Privacy Act.

Attachment I: Evidence of experience in providing customer service to applicants and borrowers regarding student loan and/or grant originations and/or disbursements.

Appendix A

Historical and Current representative sample of Standards and Relevant Documents

*The Government is providing this Appendix regarding Title IV Programs for informational purposes only.*

United States Department of Education Information and Resources

• Department of Education Priorities http://www.ed.gov/about/priorities.jsp

• Information for Financial Aid Processionals (IFAP) Library http://www.ifap.ed.gov/

• U.S. Department of Education Records Disposition Schedules www.ed.gov/policy/gen/guid/fra/intro-02sch.pdf http://www2.ed.gov/notices/records-management/index.html

Applicable Federal Public Laws and Regulations

• Title IV Student Aid Programs Regulations (34 CFR Parts 600-694) http://www.access.gpo.gov/nara/cfr/waisidx_03/34cfrv3_03.html#600 http://www.ed.gov/about/priorities.jsp http://www.ifap.ed.gov/ https://www.fbo.gov/download/nicholas.chung/Local%20Settings/Temporary%20Internet%20Files/OLK574/www.ed.gov/policy/gen/guid/fra/intro-02sch.pdf http://www2.ed.gov/notices/records-management/index.html http://www.access.gpo.gov/nara/cfr/waisidx_03/34cfrv3_03.html%23600