Unified Servicing and Data Solution (USDS) Solicitation

Closed Solicitation Posted

This opportunity was awarded. See its 5 award notices in the notice history.

Solicitation number
91003122R0007
Agency
Contracts and Acquisition Management Department of Education
Responses due
Set-aside
No set-aside

Opportunity facts

NAICS code
522390 Other Activities Related to Credit Intermediation
PSC
R710 Support- Management: Financial
Place of performance
United States

Notice details come from SAM.gov. Updated .

About this opportunity

The U.S. Department of Education Office of Federal Student Aid released Solicitation No. 91003122R0007 seeking qualified contractors to provide continued student loan servicing capabilities to replace existing Title IV Additional Servicers and Not-For-Profit Servicer contracts. The resulting Unified Servicing and Data Solution contracts will provide complete student loan servicing, loan consolidation origination and disbursement, financial reporting, processing of specialty claims, complete fulfillment, operational reporting, compliance monitoring, and data integrations with other FSA systems. Offerors must submit proposals by specified deadlines to be evaluated based on technical qualifications, past performance, and price to begin contract performance on January 1, 2023.

There is no set-aside designation. The primary NAICS code is 523110 and PSC code is R799. The solicitation aims to replace legacy contracts held by Title IV Additional Servicers and Not-For-Profit Servicers through new awards estimated to have a total value over $28 billion for a 10-year period of performance providing student loan servicing for over 37 million borrower accounts across the United States.

Notice text

9 versions

Update #9 · Latest ·

The U.S Department of Education Office of Federal Student Aid (FSA) releases the attached Solicitation No. 91003122R0007 entitled Unified Servicing and Data Solution (USDS) seeking servicers to provide continued servicing capabilities for FSA’s student aid recipients. The resulting USDS contracts will replace the existing Title IV Additional Servicers (TIVAS) and Not-For-Profit (NFP) Servicers (collectively, Legacy Servicers) contracts and provide the following services: 
•    Complete Student Loan Servicing;
•    Student Loan Consolidation Origination and Disbursement;
•    Financial Reporting;
•    Processing of Specialty Claims (discharge, forgiveness, and cancellation); 
•    Complete Fulfillment;
•    Operational Reporting;
•    Compliance Monitoring; and
•    Data Integrations with other FSA Systems.

----

Amendment 0001

This amendment 0001 is to correct the file error in attachment labeled "01 - Business Operations and Servicing Requirements Attachments.zip". The file was unable to be opened. It is deleted and replaced with the new file labeled "Corrected 01 - Business Operations and Servicing Requirements Attachments". No further changes are made to the solicitation.

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Amendment 0002

This amendment 0002 is to provide responses to inital questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0002_05262022".

----

Amendment 0003

This amendment 0003 is to provide responses to questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0003_06232022". The questions and answers along with the amended solicitation and any associated revised documents are provided in the attached zip file labeled "91003122R0007_Amendment_0003_Documents".

----

Amendment 0004


This amendment 0004 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0004_07062022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0004_Documents".

----

Amendment 0005


This amendment 0005 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0005_07122022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0005_Documents".

----

Amendment 0006


This amendment 0006 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0006_07142022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0006_Documents".

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Amendment 0007


This amendment 0007 is to correct an error in the Pricing Template. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0007_07152022". The updated Pricing Template file labeled "15 - Pricing Template 07152022" is attached.

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Amendment 0008


This amendment 0008 is to update a response to a previously answered question. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0008_07182022".

Update #8 ·

The U.S Department of Education Office of Federal Student Aid (FSA) releases the attached Solicitation No. 91003122R0007 entitled Unified Servicing and Data Solution (USDS) seeking servicers to provide continued servicing capabilities for FSA’s student aid recipients. The resulting USDS contracts will replace the existing Title IV Additional Servicers (TIVAS) and Not-For-Profit (NFP) Servicers (collectively, Legacy Servicers) contracts and provide the following services: 
•    Complete Student Loan Servicing;
•    Student Loan Consolidation Origination and Disbursement;
•    Financial Reporting;
•    Processing of Specialty Claims (discharge, forgiveness, and cancellation); 
•    Complete Fulfillment;
•    Operational Reporting;
•    Compliance Monitoring; and
•    Data Integrations with other FSA Systems.

----

Amendment 0001

This amendment 0001 is to correct the file error in attachment labeled "01 - Business Operations and Servicing Requirements Attachments.zip". The file was unable to be opened. It is deleted and replaced with the new file labeled "Corrected 01 - Business Operations and Servicing Requirements Attachments". No further changes are made to the solicitation.

----

Amendment 0002

This amendment 0002 is to provide responses to inital questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0002_05262022".

----

Amendment 0003

This amendment 0003 is to provide responses to questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0003_06232022". The questions and answers along with the amended solicitation and any associated revised documents are provided in the attached zip file labeled "91003122R0007_Amendment_0003_Documents".

----

Amendment 0004


This amendment 0004 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0004_07062022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0004_Documents".

----

Amendment 0005


This amendment 0005 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0005_07122022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0005_Documents".

----

Amendment 0006


This amendment 0006 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0006_07142022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0006_Documents".

-----

Amendment 0007


This amendment 0007 is to correct an error in the Pricing Template. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0007_07152022". The updated Pricing Template file labeled "15 - Pricing Template 07152022" is attached.

Update #7 ·

The U.S Department of Education Office of Federal Student Aid (FSA) releases the attached Solicitation No. 91003122R0007 entitled Unified Servicing and Data Solution (USDS) seeking servicers to provide continued servicing capabilities for FSA’s student aid recipients. The resulting USDS contracts will replace the existing Title IV Additional Servicers (TIVAS) and Not-For-Profit (NFP) Servicers (collectively, Legacy Servicers) contracts and provide the following services: 
•    Complete Student Loan Servicing;
•    Student Loan Consolidation Origination and Disbursement;
•    Financial Reporting;
•    Processing of Specialty Claims (discharge, forgiveness, and cancellation); 
•    Complete Fulfillment;
•    Operational Reporting;
•    Compliance Monitoring; and
•    Data Integrations with other FSA Systems.

----

Amendment 0001

This amendment 0001 is to correct the file error in attachment labeled "01 - Business Operations and Servicing Requirements Attachments.zip". The file was unable to be opened. It is deleted and replaced with the new file labeled "Corrected 01 - Business Operations and Servicing Requirements Attachments". No further changes are made to the solicitation.

----

Amendment 0002

This amendment 0002 is to provide responses to inital questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0002_05262022".

----

Amendment 0003

This amendment 0003 is to provide responses to questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0003_06232022". The questions and answers along with the amended solicitation and any associated revised documents are provided in the attached zip file labeled "91003122R0007_Amendment_0003_Documents".

----

Amendment 0004


This amendment 0004 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0004_07062022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0004_Documents".

----

Amendment 0005


This amendment 0005 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0005_07122022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0005_Documents".

----

Amendment 0006


This amendment 0006 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0006_07142022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0006_Documents".

Update #6 ·

The U.S Department of Education Office of Federal Student Aid (FSA) releases the attached Solicitation No. 91003122R0007 entitled Unified Servicing and Data Solution (USDS) seeking servicers to provide continued servicing capabilities for FSA’s student aid recipients. The resulting USDS contracts will replace the existing Title IV Additional Servicers (TIVAS) and Not-For-Profit (NFP) Servicers (collectively, Legacy Servicers) contracts and provide the following services: 
•    Complete Student Loan Servicing;
•    Student Loan Consolidation Origination and Disbursement;
•    Financial Reporting;
•    Processing of Specialty Claims (discharge, forgiveness, and cancellation); 
•    Complete Fulfillment;
•    Operational Reporting;
•    Compliance Monitoring; and
•    Data Integrations with other FSA Systems.

----

Amendment 0001

This amendment 0001 is to correct the file error in attachment labeled "01 - Business Operations and Servicing Requirements Attachments.zip". The file was unable to be opened. It is deleted and replaced with the new file labeled "Corrected 01 - Business Operations and Servicing Requirements Attachments". No further changes are made to the solicitation.

----

Amendment 0002

This amendment 0002 is to provide responses to inital questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0002_05262022".

----

Amendment 0003

This amendment 0003 is to provide responses to questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0003_06232022". The questions and answers along with the amended solicitation and any associated revised documents are provided in the attached zip file labeled "91003122R0007_Amendment_0003_Documents".

----

Amendment 0004


This amendment 0004 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0004_07062022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0004_Documents".

----

Amendment 0005


This amendment 0005 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0005_07122022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0005_Documents".

Update #5 ·

The U.S Department of Education Office of Federal Student Aid (FSA) releases the attached Solicitation No. 91003122R0007 entitled Unified Servicing and Data Solution (USDS) seeking servicers to provide continued servicing capabilities for FSA’s student aid recipients. The resulting USDS contracts will replace the existing Title IV Additional Servicers (TIVAS) and Not-For-Profit (NFP) Servicers (collectively, Legacy Servicers) contracts and provide the following services: 
•    Complete Student Loan Servicing;
•    Student Loan Consolidation Origination and Disbursement;
•    Financial Reporting;
•    Processing of Specialty Claims (discharge, forgiveness, and cancellation); 
•    Complete Fulfillment;
•    Operational Reporting;
•    Compliance Monitoring; and
•    Data Integrations with other FSA Systems.

----

Amendment 0001

This amendment 0001 is to correct the file error in attachment labeled "01 - Business Operations and Servicing Requirements Attachments.zip". The file was unable to be opened. It is deleted and replaced with the new file labeled "Corrected 01 - Business Operations and Servicing Requirements Attachments". No further changes are made to the solicitation.

----

Amendment 0002

This amendment 0002 is to provide responses to inital questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0002_05262022".

----

Amendment 0003

This amendment 0003 is to provide responses to questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0003_06232022". The questions and answers along with the amended solicitation and any associated revised documents are provided in the attached zip file labeled "91003122R0007_Amendment_0003_Documents".

----

Amendment 0004


This amendment 0004 is to provide responses to questions received and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0004_07062022". The questions and answers along with the amended solicitation and any associated revised or new documents are provided in the attached zip file labeled "91003122R0007_Amendment_0004_Documents".

Update #4 ·

The U.S Department of Education Office of Federal Student Aid (FSA) releases the attached Solicitation No. 91003122R0007 entitled Unified Servicing and Data Solution (USDS) seeking servicers to provide continued servicing capabilities for FSA’s student aid recipients. The resulting USDS contracts will replace the existing Title IV Additional Servicers (TIVAS) and Not-For-Profit (NFP) Servicers (collectively, Legacy Servicers) contracts and provide the following services: 
•    Complete Student Loan Servicing;
•    Student Loan Consolidation Origination and Disbursement;
•    Financial Reporting;
•    Processing of Specialty Claims (discharge, forgiveness, and cancellation); 
•    Complete Fulfillment;
•    Operational Reporting;
•    Compliance Monitoring; and
•    Data Integrations with other FSA Systems.

----

Amendment 0001

This amendment 0001 is to correct the file error in attachment labeled "01 - Business Operations and Servicing Requirements Attachments.zip". The file was unable to be opened. It is deleted and replaced with the new file labeled "Corrected 01 - Business Operations and Servicing Requirements Attachments". No further changes are made to the solicitation.

----

Amendment 0002

This amendment 0002 is to provide responses to inital questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0002_05262022".

----

Amendment 0003

This amendment 0003 is to provide responses to questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0003_06232022". The questions and answers along with the amended solicitation and any associated revised documents are provided in the attached zip file labeled "91003122R0007_Amendment_0003_Documents".

Update #3 ·

The U.S Department of Education Office of Federal Student Aid (FSA) releases the attached Solicitation No. 91003122R0007 entitled Unified Servicing and Data Solution (USDS) seeking servicers to provide continued servicing capabilities for FSA’s student aid recipients. The resulting USDS contracts will replace the existing Title IV Additional Servicers (TIVAS) and Not-For-Profit (NFP) Servicers (collectively, Legacy Servicers) contracts and provide the following services: 
•    Complete Student Loan Servicing;
•    Student Loan Consolidation Origination and Disbursement;
•    Financial Reporting;
•    Processing of Specialty Claims (discharge, forgiveness, and cancellation); 
•    Complete Fulfillment;
•    Operational Reporting;
•    Compliance Monitoring; and
•    Data Integrations with other FSA Systems.

----

Amendment 0001

This amendment 0001 is to correct the file error in attachment labeled "01 - Business Operations and Servicing Requirements Attachments.zip". The file was unable to be opened. It is deleted and replaced with the new file labeled "Corrected 01 - Business Operations and Servicing Requirements Attachments". No further changes are made to the solicitation.

----

Amendment 0002

This amendment 0002 is to provide responses to inital questions recieved and update the solicitation as needed. Full details of the amendment can be found in the attached amendment file labeled "USDS_RFP_91003122R0007_Amendment_0002_05262022".

Update #2 ·

The U.S Department of Education Office of Federal Student Aid (FSA) releases the attached Solicitation No. 91003122R0007 entitled Unified Servicing and Data Solution (USDS) seeking servicers to provide continued servicing capabilities for FSA’s student aid recipients. The resulting USDS contracts will replace the existing Title IV Additional Servicers (TIVAS) and Not-For-Profit (NFP) Servicers (collectively, Legacy Servicers) contracts and provide the following services: 
•    Complete Student Loan Servicing;
•    Student Loan Consolidation Origination and Disbursement;
•    Financial Reporting;
•    Processing of Specialty Claims (discharge, forgiveness, and cancellation); 
•    Complete Fulfillment;
•    Operational Reporting;
•    Compliance Monitoring; and
•    Data Integrations with other FSA Systems.

----

Amendment 0001

This amendment 0001 is to correct the file error in attachment labeled "01 - Business Operations and Servicing Requirements Attachments.zip". The file was unable to be opened. It is deleted and replaced with the new file labeled "Corrected 01 - Business Operations and Servicing Requirements Attachments". No further changes are made to the solicitation.

Update #1 ·

The U.S Department of Education Office of Federal Student Aid (FSA) releases the attached Solicitation No. 91003122R0007 entitled Unified Servicing and Data Solution (USDS) seeking servicers to provide continued servicing capabilities for FSA’s student aid recipients. The resulting USDS contracts will replace the existing Title IV Additional Servicers (TIVAS) and Not-For-Profit (NFP) Servicers (collectively, Legacy Servicers) contracts and provide the following services: 
•    Complete Student Loan Servicing;
•    Student Loan Consolidation Origination and Disbursement;
•    Financial Reporting;
•    Processing of Specialty Claims (discharge, forgiveness, and cancellation); 
•    Complete Fulfillment;
•    Operational Reporting;
•    Compliance Monitoring; and
•    Data Integrations with other FSA Systems.

Attachments

Files attached to this notice, newest first
File Type Posted
USDS_RFP_91003122R0007_Amendment_0008_07182022.pdf PDF
15 - Pricing Template 07152022.xlsx XLSX spreadsheet
USDS_RFP_91003122R0007_Amendment_0007_07152022.pdf PDF
91003122R0007_Amendment_0006_Documents.zip ZIP file
USDS_RFP_91003122R0007_Amendment_0006_07142022.pdf PDF
91003122R0007_Amendment_0005_Documents.zip ZIP file
USDS_RFP_91003122R0007_Amendment_0005_07122022.pdf PDF
USDS_RFP_91003122R0007_Amendment_0004_07062022.pdf PDF
91003122R0007_Amendment_0004_Documents.zip ZIP file
USDS_RFP_91003122R0007_Amendment_0003_06232022.pdf PDF
91003122R0007_Amendment_0003_Documents.zip ZIP file
USDS_RFP_91003122R0007_Amendment_0002_05272022.pdf PDF
15 - Pricing Template 052322.xlsx XLSX spreadsheet
USDS QandA 052622.pdf PDF
17 - Teaming Arrangements and Subcontracting Template 05262022.xlsx XLSX spreadsheet
04 - IT Deliverable Repository.zip ZIP file
USDS PowerPoint Presentation Stakeholder Briefing Slides.pdf PDF
07 - Initial Authorization to Operate Timeline Actions 052622.docx DOCX document
USDS_91003122R0007_Amendment_0002_Revised RFP.pdf PDF
27 - Software Inventory and Hardware Inventory Template 052622.xlsx XLSX spreadsheet
USDS_RFP_91003122R0007_Amendment_0001_05202022.pdf PDF
Corrected 01 - Business Operations and Servicing Requirements Attachments.zip ZIP file
USDS_RFP_91003122R0007_05192022.pdf PDF
01 - Business Operations and Servicing Requirements Attachments.zip ZIP file
02 - Financial Technical Requirements Attachments.zip ZIP file
USDS_RFP_Section J Attachments.zip ZIP file
Show all 26

Notice history

Notices posted for this opportunity, newest first
Notice Type Posted
Unified Servicing and Data Solution (USDS) Solicitation Latest Award Notice
Unified Servicing and Data Solution (USDS) Awards Notice Award Notice
Unified Servicing and Data Solution (USDS) Awards Notice Award Notice
Unified Servicing and Data Solution (USDS) Solicitation This notice · Latest solicitation Solicitation
Background and Request for Information on the Unified Servicing and Data Solution (USDS) Original Special Notice

And 2 more award notices.

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