FBODaily.com | FedBizOpps: PRESOL | D | DISCOVERY AND DEVELOPMENT OF THE MICROSOFT SQL LOAN DATABASE - SOW

FBO DAILY - FEDBIZOPPS ISSUE OF SEPTEMBER 12, 2015 FBO #5041
SOLICITATION NOTICE

D -- DISCOVERY AND DEVELOPMENT OF THE MICROSOFT SQL LOAN DATABASE - SOW

Notice Date: 9/10/2015
Notice Type: Combined Synopsis/Solicitation
NAICS: 518210 — Data Processing, Hosting, and Related Services
Contracting Office: Farm Credit Administration, Office of Management Services, Personnel and Purchasing Team, 1501 Farm Credit Drive, Mclean, Virginia, 22102-5090
ZIP Code: 22102-5090
Solicitation Number: 15-FCA-450-002
Archive Date: 10/9/2015
Point of Contact: Nakita Putty, Phone: 7038834076, Veronica McCain, Phone: 7038834031
E-Mail Address: PuttyN@fca.gov, mccainv@fca.gov
(PuttyN@fca.gov, mccainv@fca.gov)
Small Business Set-Aside: N/A
Description: SOW DISCOVERY AND DEVELOPMENT OF THE MICROSOFT SQL LOAN DATABASE FCA REQUEST FOR PROPOSAL DISCOVERY AND DEVELOPMENT OF THE MICROSOFT SQL LOAN DATABASE 15-FCA-450-002 Background The Farm Credit Administration (FCA or Agency) was created in 1933 through an Executive order of President Franklin D. Roosevelt. The Agency's powers and authorities are derived from the Farm Credit Act of 1971, as amended (Act), U.S.C. §§ 2001 et seq. As an independent agency within the executive branch of the Federal government, the Agency is responsible for regulating and supervising the banks, associations, and related entities of the Farm Credit System (FCS or System), including the Federal Agricultural Mortgage Corporation (Farmer Mac). The Act states that the overall objective for the FCS is to improve the income and well-being of American farmers and ranchers by furnishing sound, adequate, and constructive credit and closely related services to them, their cooperatives, and to selected farm-related businesses. The FCS is the oldest of the financial government-sponsored enterprises. Farmer Mac is a stockholder-owned, federally chartered instrumentality of the United States and an institution of the System. Created in 1988, Farmer Mac provides a secondary market for agricultural real estate mortgage loans, rural housing loans, and rural utility cooperative loans. This secondary market is designed to increase the availability of long-term credit at stable interest rates to America's rural communities and to provide rural borrowers with the benefits of capital markets pricing and product innovation. FCA regulates Farmer Mac through the Office of Secondary Market Oversight (OSMO), which was established by the Food, Agriculture, Conservation, and Trade Act Amendments of 1991. This office provides for the examination and general supervision of Farmer Mac's safe and sound performance of its powers, functions, and duties. The statute requires OSMO to be a separate office within our Agency and to report directly to FCA Board. The law also stipulates that OSMO's activities must, to the extent practicable, be carried out by individuals who are not responsible for supervising the banks and associations of the FCS. Through OSMO, we perform the following functions: • Examine Farmer Mac at least annually for capital adequacy, asset quality, management performance, earnings, liquidity, and interest rate sensitivity. • Supervise and issue regulations governing Farmer Mac's operations. • Oversee and evaluate Farmer Mac's safety and soundness and mission achievement. OSMO reviews Farmer Mac's compliance with statutory and regulatory minimum capital requirements and supervises its operations and condition throughout the year. FCA Data and Tactical Objectives In today's fast-changing financial environment, we need to continually evaluate how best to fulfill our mission to remain an effective and efficient regulator. Technology is critical to our ability to carry out our mission. Therefore, OSMO seeks to enhance its data systems by investing in technology and analysis tools to advance our oversight, supervisory, and policymaking roles. Our primary objective is to consolidate and integrate data collection, storage, and retrieval with an optimal level of efficiency, security, and utility. The scope of this contract entails discovery assessments of one initial dataset comprised of loan-level data and the development, design, and implementation of the loan database using the Mircosoft SQL platform. The scope also includes building an XML file and load routines to load quarterly data into the database. The selected vendor will be expected to coordinate directly with FCA information technology staff to ensure smooth transfer of ongoing maintenance and support responsibilities to FCA's IT staff at the conclusion of the contract. Scope This procurement entails the discovery phase to assess and document business and technological requirements, review current data sources, and the design and documentation of a data environment for a loan database. The data solution must be scalable and adaptable to allow for the expansion beyond loan portfolio data as well as to evolving business needs. The data solution will include appropriate knowledge transfer to FCA information technology staff to facilitate their role in ongoing future maintenance and support. The work will be conducted at the Farm Credit Administration headquarters, 1501 Farm Credit Drive, McLean, VA 22102-5090. However, portions of the deliverables may be conducted offsite with FCA prior approval and conditions. Services and Deliverables The contractor will be responsible for: 1. Conducting sufficient discovery to obtain an understanding of FCA's business needs and data environment. The contracted services are expected to: • Communicate with internal FCA stakeholders and Farmer Mac technical staff to gain a comprehensive understanding of the business and technical requirements. • Review and assess current Farmer Mac datasets and data structure and proposed data dictionary with approximately 270 data fields. FCA stores its data in Microsoft SQL Server databases. Additional documentation and technical specifications will be obtained as part of the contracted discovery scope. • Facilitate communications between OSMO and FCA's IT professionals through regular and documented meetings 2. Develop data systems architecture design, including scalability to support future growth in consultation with internal FCA information technology staff. 3. Construct SQL database in a Microsoft environment (SQL Server 2014). Establish beta/test environments for users to execute queries. Build primary and foreign keys on the tables. 4. Build and document an XML file structure which will be used to load quarterly data into the SQL database. 5. Develop an application to load data in the XML file into the database. Also develop a validation routine for the load. The application must be a Microsoft.NET or other Microsoft technology. FCA must approve vendor's application language and or tool. Vendor Requirements 1. Communication and knowledge transfer are essential attributes for Agency staff's utilization of the database. Therefore, the selected vendor must have demonstrated project management skill, with proven performance in collaborative communications and knowledge transfer. 2. The selected vendor must have significant experience in the development of SQL databases, Microsoft.NET applications and XML file structures. 3. Specific expertise and experience in the following areas is highly desirable: • Identifying, assessing, evaluating, documenting and translating business requirements into databases • Building high-performance and scalable databases. • Familiarity with SQL server 2012 or later 4. Contractor and Contractor's employees must undergo a background check as deemed appropriate by FCA. Right of Substitution During the term of the contract, if OSMO is not satisfied with the services provided by any particular employee of the contractor, the contractor will provide a substitute employee acceptable to OSMO. If an acceptable employee cannot be provided, FCA reserves the right to terminate the contract. Ordering The Contracting Officer Technical Representative (COTR) or the designated representative will place orders for the Contractor's services by issuing task assignments to the Contractor. Upon receipt of a task assignment, the Contractor will be responsible for independently carrying out the required work in full compliance with all requirements of this statement of work and all Farm Credit Administration publication specifications. Timetable The COTR or designee will establish a delivery date and performance schedule upon the issuance of each task assignment. Based on the needs of the Farm Credit Administration, the COTR or designee will update the performance schedules on a weekly basis during the period of this contract. Progress Reports Throughout the entire period of performance under this contract, the Contractor shall provide progress reports to the COTR or designee as determined by OSMO. These reports may be submitted in writing via email, except as noted below. Each report shall include the following information to the extent to which it is applicable for the reporting period: • Description of progress made during the reporting period on all open task assignments, including significant accomplishments; problem areas, if any; and recommendations, if any. • Summary of task assignments finished, and deliverables completed and delivered, during the reporting period. • Summary of labor hours expended and hourly fees billed for the reporting period and cumulatively. In addition to the progress reports, the Contractor shall promptly report to the COTR or designee any noteworthy accomplishments, significant problems, and/or other matters requiring immediate attention. It is particularly important that the Contractor immediately report to the COTR or designee any issues that might adversely affect the performance schedule or delivery date for any task assignment. The COTR or designee may ask the Contractor for informal progress updates at any time. Contract Type and Period of Performance This is a fixed-price contract, based on rate for all services bid by the Contractor. Travel costs will not be reimbursed. Progress payments will be made in accordance with services and deliverables completed. The contract is for a period of performance from September 30, 2015, to February 28, 2016. Electronic Invoicing and Payment Requirements Internet Payment Platform (IPP) is a secure web-based electronic invoicing and payment information service available to all Federal agencies and their supplier by the U.S. Treasury's Financial Management Service. IPP allows Federal agencies and their suppliers to exchange electronic purchase orders (POs), blanket POs, invoices, and payment information in one easy-to-access web portal. This service is free of charge to government agencies and their suppliers, including services and support. The preferred method for invoicing is through IPP. The IPP website address is https://www.ipp.gov. Contractor assistance with enrollment can be obtained by contacting the IPP Production Help Desk via email ippgroup@bos.frb.gov or phone (866) 973-3131. Payment and Invoice Questions Progress payments will be made in accordance with services and deliverables completed. Deliverable Number Services and Deliverables Description Payment Percentage 1 • Conduct sufficient discovery to obtain and understanding of OSMO's business needs and data environment and document results. 10% 2-3 • Develop data systems architecture design • Construct SQL Database in Microsoft environment. • Build primary and foreign keys on the tables. 40% 4-5 • Build and document XML file structure which will be used to load quarterly data into the SQL database. • Develop an application to load data in the XML file into the database. • Develop a validation routine for the load. 50% For payment and invoice questions, contact the Accounting Services Division at (304) 480-8000 option 7 or via email at AccountsPayable@bpd.treas.gov. Mandatory Information for Electronic Funds Transfer Payment METHOD OF PAYMENT A. Payments by FCA under this contract shall be made by electronic funds transfer (EFT). FCA may, at its option, also forward the associated payment information by electronic transfer. As used in this section, the term "EFT" refers to the funds transfer and may also include the information transfer. B. In the event FCA is unable to release one or more payments by EFT, the Contractor agrees to either: i) Accept payment by check or some other mutually agreeable method of payment; or ii) Request FCA to extend payment due dates until such time as FCA makes payment by EFT. Mandatory Submission of Contractor's EFT Information 1. The Contractor is required, as a condition to any payment under this contract, to provide FCA with the information required to make payment by EFT as described in paragraph 3 of this section, unless FCA Chief Financial Officer (CFO) determines that submission of the information is not required. 2. Prior to submission of the first request for payment (whether for invoice or contract financing payment) under this contract, the Contractor shall provide the information required to make contract payment by EFT, as described in paragraph 3 of this section, directly to the CFO at the address identified in this contract. In the event that the EFT information changes, the Contractor shall be responsible for providing the changed information to the CFO. 3. FCA may make payment by EFT through either an Automated Clearing House (ACH) subject to the banking laws of the United States or the Federal Reserve Wire Transfer System, at FCA's option. The Contractor shall provide the following information for both methods in a form acceptable to the CFO. a. The contract number to which this notice applies. b. The Contractor's name and remittance address, as stated in the contract, and account number at the Contractor's financial agent. c. The signature (manual or electronic, as appropriate), title, and telephone number of the Contractor official authorized to provide this information. d. For ACH payments only: i. Name, address, and 9-digit Routing Transit Number of the Contractor's financial agent. ii. Contractor's account number and the type of account (checking, savings, or lockbox). e. For Federal Reserve Wire Transfer System payments only: i. Name, address, telegraphic abbreviation, and the 9-digit Routing Transit Number for the Contractor's financial agent. ii. If the Contractor's financial agent is not directly on-line to the Federal Reserve Wire Transfer System and, therefore, not the receiver of the wire transfer payment, the Contractor shall also provide the name, address, telegraphic abbreviation, and 9-digit Routing Transit Number of the correspondent financial institution receiving the wire transfer payment. 4. Suspension of payment a. Notwithstanding the provisions of any other clause of this contract, FCA is not required to make any payment under this contract until receipt, by the CFO, of the correct EFT payment information from the Contractor or a certificate of EFT information change submitted in accordance with paragraph 4.b. (below). Until receipt of the correct EFT information, any invoice or contract financing request shall be deemed not to be a valid invoice or contract financing request as defined in the Prompt Payment clause of this contract. b. If the EFT information changes after submission of correct EFT information, FCA shall begin using the changed EFT information no later than the 30th day after its receipt to the extent payment is made by EFT. However, the Contractor may request that no further payments be made until the changed EFT information is implemented by the CFO. If such suspension would result in a late payment under the Prompt Payment clause of this contract, the Contractor's request for suspension shall extend the due date for payment by the number of days of the suspension. 5. The Contractor shall designate a single financial agent capable of receiving and processing the electronic funds transfer using the EFT methods described in paragraph 3 of this section. The Contractor shall pay all fees and charges for receipt and processing of transfers. 6. Liability for uncompleted or erroneous transfers. a) If an uncompleted or erroneous transfer occurs because FCA failed to use the Contractor-provided EFT information in the correct manner, FCA remains responsible for: i) Making a correct payment; ii) Paying any prompt payment penalty due; and iii) Recovering any erroneously directed funds. b) If an uncompleted or erroneous transfer occurs because Contractor-provided EFT information was incorrect at the time of FCA release of the EFT payment transaction instruction to the Federal Reserve System, and i) If the funds are no longer under the control of the CFO, FCA is deemed to have made payment and the Contractor is responsible for recovery of any erroneously directed funds; or ii) If the funds remain under the control of the CFO, FCA retains the right to either make payment by mail or suspend the payment in accordance with paragraph 4 of this section. 7. EFT and prompt payment a. A payment shall be deemed to have been made in a timely manner in accordance with the Prompt Payment clause of this contract if, in the EFT payment transaction instruction given to the Federal Reserve System, the date specified for settlement of the payment is on or before the prompt payment due date, provided the specified payment date is a valid date under the rules of the Federal Reserve System. b. When payment cannot be made by EFT because of incorrect EFT information provided by the Contractor, no interest penalty is due after the date of the uncompleted or erroneous payment transaction provided that notice of the defective EFT information is issued to the Contractor within 7 days after FCA is notified of the defective EFT information. 8. If the Contractor assigns the proceeds of this contract as provided for in the Assignment of Claims clause of this contract, the assignee shall provide the assignee EFT information required by paragraph 3 of this section. In all respects, the requirements of this section shall apply to the assignee as if it were the Contractor. EFT information that shows the ultimate recipient of the transfer to be other than the Contractor, in the absence of a proper assignment of claims acceptable to FCA, is incorrect EFT information within the meaning of paragraph 4 of this section. 9. If the Contractor does not wish to receive payment by EFT methods for one or more payments, the Contractor may submit a request to the CFO to refrain from requiring EFT information or using the EFT payment method. The decision to grant the request is solely that of FCA. 10. The Contractor agrees that the Contractor's financial agent may notify FCA of a change to the routing transit number, Contractor account number, or account type. FCA shall use the changed data in accordance with paragraph 4.b. of this section. The Contractor agrees that the information provided by the agent is deemed to be correct information as if it were provided by the Contractor. The Contractor agrees that the agent's notice of changed EFT data is deemed to be a request by the Contractor in accordance with paragraph 4.b. that no further payments be made until the changed EFT information is implemented by the CFO. NOTICE TO FCA OF DELAYS In the event the Contractor encounters difficulty in meeting performance requirements, or when the Contractor anticipates difficulty in complying with the performance schedule, or whenever the Contractor has knowledge that any actual or potential situation is delaying or threatening to delay the timely performance of this contract, the Contractor shall immediately notify the Contracting Officer and the COTR or designee in writing, giving pertinent details; provided, however, that the data shall be informational only in character and that these provisions shall not be construed as a waiver by FCA of any delivery schedule or date, or of any rights or remedies provided by law or under this contract. CONFIDENTIALITY Contractor must sign a Confidentiality Agreement concerning the disclosure/nondisclosure of "confidential information," as defined below. Except as required by law or court order, the Contractor shall not disclose or permit the disclosure of any confidential information, including this and any other engagement with FCA, to anyone without FCA's express written consent. FCA will provide the Contractor with access to electronic documentations, which may also be provided through printing of those documents at the request of the Contractor. Access to these documents shall be under the control of FCA personnel. Upon termination of this contract, all information, documents, and work products in the Contractor's possession relating to any work performed under this contract shall be returned to the Associate Director of OSMO. FCA will review and may authorize the Contractor to retain copies of any information that the Contractor reasonably considers necessary for its confidential business records. The Contractor shall take all reasonable measures to avoid at any time any unintentional or inadvertent disclosure of any confidential information to any unauthorized person by the Contractor's employees, agents, or attorneys. The term "confidential information" means any information acquired by the Contractor in carrying out the duties under the contract, including any information obtained before the date of the contract, and which had not become public information, including information regarding FCS institutions and FCA. CLAUSES INCORPORATED BY REFERENCE This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address: http://www.arnet.gov/far/ Clause Title Date FAR Ref 52.202-1 Definitions JUL 2004 2.201 52.203-3 Gratuities APR 1984 3.202 52.203-5 Covenant Against Contingent Fees APR 1984 3.404 52.203-7 Anti-Kickback Procedures JUL 1995 3.502-3 52.203-13 Contractor Code of Business Ethics and Conduct APR 2010 3.1009(a) 52.204-9 Personal Identity Verification of Contractor Personnel NOV 2006 4.1301 52.222-55 Minimum Wages Under Executive Order 13658 DEC 2014 22.1906 52.239-1 Privacy or Security Safeguards AUG 1996 39.107 52.242-15 Stop-Work Order AUG 1989 42.1305(b) 52.243-1 Changes - Labor Hours SEP 2000 43.205(c) 52.246-6 Inspection of Services MAY 2001 46.306 52.246-25 Limitation of Liability - Services FEB 1997 46.805 BACKGROUND CHECK Contractor must undergo a background check as deemed appropriate by FCA. For contractors having access to the following, a background investigation can take up to 30 days or more. • Sensitive information • PII • Unescorted access to FCA Offices • FCA's network/systems NO EMPLOYER-EMPLOYEE RELATIONSHIP This contract does not create an employer-employee relationship between FCA and the Contractor. The Contractor will be responsible for any and all obligations arising from its status as an independent contractor, including but not limited to, tax reporting and payment obligations. Neither the Contractor nor any of its employees will be considered a Federal employee for any purpose, regarded as performing a personal service, or eligible for civil service employee benefits. CLAIMS FOR RELIEF FCA is a non-appropriated fund activity not subject to the Government Accountability Office's bid protest provisions. Any claim for relief filed by a contractor shall be adjudicated by FCA Contracting Officer. If the parties cannot reach an agreement mutually satisfactory after diligently pursuing a solution through discussions and negotiations, FCA Contracting Officer shall make a final decision. FCA Contracting Officer's decision shall prevail unless the contractor submits an appeal to FCA CFO Stephen G. Smith. The decision of the CFO shall be final and binding on the parties. AGENCY CONTACT The Agency Contacts for this contract will be Joseph Connor, Associate Director, OSMO, or such other person designated in writing, with notification to the Contractor, by the Contracting Officer. Joseph T. Connor Office of Secondary Market Oversight Farm Credit Administration 1501 Farm Credit Drive McLean, VA 22102 Email: Connorj@fca.gov Telephone: (703) 883-4364 ACCEPTANCE Upon the Agency's acceptance of the Contractor to perform the work under this contract, Contractor shall promptly proceed with the performance of tasks assigned by the COTR. CONTRACTING OFFICER TECHNICAL REPRESENTATIVE: Joseph T. Connor Office of Secondary Market Oversight Farm Credit Administration 1501 Farm Credit Drive McLean, VA 22102 Email: Connorj@fca.gov Telephone: (703) 883-4364 INSTRUCTIONS FOR THE PREPARATION OF PROPOSALS Proposals must include: A. Fixed Price bid. B. Proposed Project Plan with major milestones and proposed dates. C. Resume(s) of any and all staff to be used on this engagement. D. References of work completed in the last two years by the SQL and application developers being offered and the company. E. A list of security clearances, if any, possessed by the SQL and application developers being offered. The contractors do not have to possess security clearances to be awarded this contract. The contractor is responsible for acquiring the clearances/background investigation and must have passed the background investigation or possess the security clearance at the time the contract is awarded. If the successful bidder needs to access the data and wants to do some work off-site, then contractors accessing the data must possess a Tier 2 moderate risk background investigation at the time the contract is awarded in order to access the data for the database. BASIS FOR SELECTING THE CONTRACTOR TO RECEIVE THE AWARD Selection will be based on a determination of the best value to the Agency. Best value will be determined based on: 1. Price. 2. Relevant past experience of the SQL and application developers. 3. Proposed project plan. 4. Communications skills of project manager. 5. References for the SQL and application developers being offered and references for the company. Contractor staff may be interviewed prior to selection. To ensure consideration for the intended solicitation, PLEASE include the solicitation title and number on your proposal 15-FCA-450-002. The Contractor's proposed prices shall include wages; overhead, general and administrative expenses, and profit. This solicitation requires registration with the System for Award Management (SAM) prior to award. Information can be found at www.sam.gov. Registration must be "ACTIVE" at the time of award. All Bids must be valid for 60 days from the closing date for this solicitation. No exceptions or qualifications. Offerors shall submit a Price Proposal that states the Offeror's proposed firm-fixed-price for the Statement of Work attached. Proposals are due by 2:00 p.m. EDT on September 24 2015 at PuttyN@fca.gov or at the following address: Farm Credit Administration, 1501 Farm Credit Drive, Attention: Nakita Putty, McLean VA 22012. Questions must be submitted to Nakita Putty via email at PuttyN@fca.gov by 2:00 p.m. EDT September 16, 2015 and will be answered by September 18, 2015.
Web Link: FBO.gov Permalink
(https://www.fbo.gov/spg/FCA/OCAO/FCAASD/15-FCA-450-002/listing.html)
Place of Performance: Address: 1501 Farm Credit Drive, McLean, Virginia, 22102, United States; Zip Code: 22102
Record: SN03880573-W 20150912/150911000531-0bcab394981633717b1d94b164719b18 (fbodaily.com)
Source: FedBizOpps Link to This Notice
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D -- DISCOVERY AND DEVELOPMENT OF THE MICROSOFT SQL LOAN DATABASE - SOW