Department of the Treasury, Comptroller of the Currency, Administrator of National Banks, 250 E Street, SW, Washington, DC 20219

D -- DATA WAREHOUSING STRATEGY ANALYSIS SOL CC-98-Q-0036 DUE 080398 POC Boyd Greene, Contract Specialist, (202) 874-5442 E-MAIL: Boyd Greene at OCC-AQS, boyd.greene@occ.treas.gov. (I) This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued. (ii) CC-98-Q-0036 is a request for quotation (RFQ). (iii) This document and the incorporated provisions and clauses are those in affect through Federal Acquisition Circular 97-05. (iv) This RFQ is a Small Business Set-Aside. SIC Code 7379, Computer Related Services N.E.C. applies. The size standard is $18 million. (v) Please provide pricing for Line Item 0001, Data Warehousing Strategy Analysis. (vi) DESCRIPTION OF REQUIREMENTS -- The Contractor will be required to: 1. Develop a strategy for OCC data warehouse / data mart (DW/DM) development in the form of a text report to be delivered to the OCC within three weeks from the award of the purchase order. The report will be a minimum of twenty text pages with graphic illustrations additionally included where appropriate. The report shall include but may not be limited to: A. An assessment of OCC's readiness for data warehousing (May involve interviewing OCC technical and business personnel at all levels including the Chief Information Officer and senior executives) B. A data warehousing strategy for OCC to include recommendations concerning the following aspects of establishing a DW/DM infrastructure at OCC: (1) Selection of the DW/DM server platform; (2) Selection of the DBMS for the DW and the standard DBMS for data marts (relational and/or multi-dimensional); (3) DW/DM standards and guidelines ("best practices"); (4)An operational data base change control policy that would give notification to the DW/DM unit of changes that could impact the DW and DMS; (5) Selection of a standard DW/DM front-end tool (for web and/or client server); (6) Establishment of the DW/DM development environment -- (a) Select data modeling tool and repository—(b) Select extraction and scrubbing tools; (7) Development of a backup and recovery strategy; (8) Development of an archival strategy; (9) Security issues; (10) A training strategy; (11) A metadata (data about data) strategy; (12) Strategy for the sequencing of deliverables. 2. Provide OCC with a written data warehousing methodology. 3. Critique OCC's "proof-of-concept" pilot development approach and deliverable for "lessons learned." Provide periodic, short term (day or two at a time, up to eight days) consulting services to review DW/DM progress and make recommendations. END REQUIREMENTS. (vii) The final reports will be completed within three weeks of contract award. All work will take place in Washington, DC at OCC headquarters. (viii) FAR 52.212-1, Instructions to Offerors-Commercial applies to this acquisition (ix) FAR 52.212-2 applies to this acquisition (a) Evaluation factors and their relevant order of importance are: (1) Technical ability of the Contractor to perform the services described in theDESCRIPTION OF REQUIREMENTS (above), (2) The expertise of the Contractor's proposed project team as listed on their resumes, and (3) price. (x) Proposals shall include a completed copy of the provisions in FAR 52.212-3 (Visit www.arnet.gov/far on the Internet for full text; otherwise clause is available from the contact listed below). (xi) FAR 52.212-4 applies to this acquisition. (xii) FAR 52.212-5 applies to this acquisition -- 52.212-5 (b): The following additional FAR clauses apply to this acquisition: 52.203-10; 52.219-8; 52.222-26; 52.222-35; 52.222-36; and 52.222-37. (xiii) (1) Additional Requirements -- Offerors will be required to submit a 3 page statement about their most recent and relevant work in the area of Data Warehousing for purposes of the technical evaluation as well as resumes listing the experience of any person proposed to assist in completing the required work. (2) Contract type will be firm fixed price. (3) Contractors will be required to certify the protection of sensitive information. (4) Contractors may be subject to background checks. (xiv) DPAS. N/A. (xv) CBD Numbered notes. N/A. (xvi) Offers are due no later than 11:00 AM EST, Monday, August 3, 1998. Offers should be submitted to: Office of the Comptroller of the Currency, AQS (MS 4-13), Attn: John Plott, 250 E Street, S.W., Washington, DC 20219. Contact Boyd Greene, Contract Specialist on (202) 874-5442 for information regarding this RFQ. Posted 07/27/98 (W-SN228567). (0208)

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