Consumer Financial Protection Bureau awards $22.5M for financial coaching services to Magellan Federal, Inc

Contract Overview

Contract Amount: $22,537,348 ($22.5M)

Contractor: Magellan Federal, Inc.

Awarding Agency: Consumer Financial Protection Bureau

Start Date: 2015-03-30

End Date: 2019-04-30

Contract Duration: 1,492 days

Daily Burn Rate: $15.1K/day

Competition Type: FULL AND OPEN COMPETITION

Pricing Type: FIRM FIXED PRICE

Sector: Other

Official Description: TASK ORDER 0003: FINANCIAL COACHING IGF::CL::IGF

Place of Performance

Location: ARLINGTON, ALEXANDRIA CITY County, VIRGINIA, 22206

State: Virginia Government Spending

Plain-Language Summary

Consumer Financial Protection Bureau obligated $22.5 million to MAGELLAN FEDERAL, INC. for work described as: TASK ORDER 0003: FINANCIAL COACHING IGF::CL::IGF Key points: 1. The contract was awarded using full and open competition, suggesting a competitive bidding process. 2. The firm fixed-price contract type indicates that the contractor assumes the risk for cost overruns. 3. The duration of the contract is approximately 4 years, suggesting a long-term need for these services. 4. The North American Industry Classification System (NAICS) code 611710 points to educational support services. 5. The award was made to Magellan Federal, Inc., a single contractor. 6. The contract was issued as a delivery order under a larger contract vehicle.

Value Assessment

Rating: fair

Benchmarking the value of this contract requires more detailed cost breakdowns and comparisons to similar financial coaching services. Without specific performance metrics or unit costs, it's difficult to definitively assess value for money. However, the firm fixed-price nature suggests the government has a predictable cost for the services rendered.

Cost Per Unit: N/A

Competition Analysis

Competition Level: full-and-open

This contract was awarded under full and open competition, indicating that all responsible sources were permitted to submit a bid. The number of bidders is not specified, but this method generally promotes price discovery and allows the government to select the best value offer. The competitive nature should theoretically lead to more favorable pricing.

Taxpayer Impact: Taxpayers benefit from a competitive process that aims to secure the most cost-effective solution for financial coaching services.

Public Impact

Consumers seeking financial guidance and education are the primary beneficiaries of the services provided. The contract supports the Consumer Financial Protection Bureau's mission to protect consumers in the financial marketplace. The services likely have a broad geographic impact, reaching consumers across the United States. The contract may have implications for the workforce in the financial education and support services sector.

Waste & Efficiency Indicators

Waste Risk Score: 50 / 10

Warning Flags

Positive Signals

Sector Analysis

This contract falls within the broader professional, scientific, and technical services sector, specifically focusing on educational support services. The market for financial education and coaching is diverse, encompassing non-profits, private firms, and government-supported initiatives. The total federal spending on educational support services is significant, and this contract represents a portion of that expenditure dedicated to consumer financial well-being.

Small Business Impact

Information regarding small business set-asides or subcontracting plans is not available for this specific award. The contract was awarded to a single entity, Magellan Federal, Inc. Further analysis would be needed to determine if small businesses were involved in the subcontracting chain or if there were specific provisions for their participation.

Oversight & Accountability

Oversight of this contract would typically be managed by the Consumer Financial Protection Bureau's contracting officers and program managers. Accountability measures would be defined in the contract's statement of work and performance standards. Transparency is generally facilitated through contract award databases, though detailed performance reports may not always be publicly accessible.

Related Government Programs

Risk Flags

Tags

consumer-financial-protection, financial-coaching, educational-support-services, magellan-federal-inc, consumer-financial-protection-bureau, firm-fixed-price, full-and-open-competition, delivery-order, federal-contract, virginia

Frequently Asked Questions

What is this federal contract paying for?

Consumer Financial Protection Bureau awarded $22.5 million to MAGELLAN FEDERAL, INC.. TASK ORDER 0003: FINANCIAL COACHING IGF::CL::IGF

Who is the contractor on this award?

The obligated recipient is MAGELLAN FEDERAL, INC..

Which agency awarded this contract?

Awarding agency: Consumer Financial Protection Bureau (Consumer Financial Protection Bureau).

What is the total obligated amount?

The obligated amount is $22.5 million.

What is the period of performance?

Start: 2015-03-30. End: 2019-04-30.

What specific financial coaching services are being provided under this contract?

The contract, identified as TASK ORDER 0003: FINANCIAL COACHING IGF::CL::IGF, is for financial coaching services. While the specific details of the services are not fully elaborated in the provided data, the NAICS code 611710 (Educational Support Services) suggests that the scope likely includes providing guidance, education, and support to individuals or groups on managing their finances. This could encompass areas such as budgeting, debt management, credit counseling, savings strategies, and understanding financial products. The Consumer Financial Protection Bureau (CFPB) typically aims to empower consumers with the knowledge and tools to make informed financial decisions and avoid predatory practices.

How does the $22.5 million award compare to similar contracts for financial coaching services?

Directly comparing the $22.5 million award to similar contracts is challenging without access to a comprehensive database of federal and state contracts for financial coaching services, including their scope, duration, and performance metrics. However, for a contract spanning approximately four years (March 2015 to April 2019), this award represents a significant investment in consumer financial education. The value suggests a substantial program with potentially wide reach or intensive service delivery. To provide a more precise benchmark, one would need to identify contracts with comparable objectives, target populations, and service delivery models, and then analyze their total value and per-year expenditure.

What are the key performance indicators (KPIs) or success metrics for this financial coaching contract?

The provided data does not explicitly list the Key Performance Indicators (KPIs) or success metrics for this financial coaching contract. Typically, such contracts would include specific, measurable, achievable, relevant, and time-bound (SMART) goals. For financial coaching, these might include metrics related to the number of individuals served, the improvement in participants' financial literacy scores, measurable changes in participants' financial behaviors (e.g., increased savings rates, reduced debt levels), client satisfaction ratings, or the successful completion of financial planning milestones. The effectiveness of the contract would be assessed against these predefined metrics by the Consumer Financial Protection Bureau.

What is the track record of Magellan Federal, Inc. in providing similar services?

Information regarding Magellan Federal, Inc.'s specific track record in providing financial coaching services is not detailed in the provided contract data. To assess their capabilities, one would need to review their past performance on similar government contracts, client testimonials, and any available performance evaluations. Their ability to successfully execute this $22.5 million contract would depend on their experience with educational support services, their understanding of consumer financial issues, and their capacity to manage a large-scale program. A thorough review of their contract history, including any awards or penalties, would be necessary for a complete assessment.

What is the historical spending pattern for financial coaching services by the Consumer Financial Protection Bureau?

The provided data only pertains to a single task order (0003) awarded to Magellan Federal, Inc. To understand the historical spending pattern for financial coaching services by the Consumer Financial Protection Bureau (CFPB), one would need to analyze the CFPB's contract awards over several fiscal years. This would involve identifying all contracts related to financial education, literacy, and coaching, summing their values, and observing trends in spending. Such an analysis could reveal whether the $22.5 million award represents an increase, decrease, or consistent level of investment in these services over time, and whether spending is concentrated with specific contractors or spread across multiple entities.

Industry Classification

NAICS: Educational ServicesEducational Support ServicesEducational Support Services

Product/Service Code: EDUCATION AND TRAININGEDUCATION AND TRAINING SERVICES

Competition & Pricing

Extent Competed: FULL AND OPEN COMPETITION

Solicitation Procedures: NEGOTIATED PROPOSAL/QUOTE

Pricing Type: FIRM FIXED PRICE (J)

Evaluated Preference: NONE

Contractor Details

Parent Company: Magellan Health, Inc. (UEI: 049693732)

Address: 2800 S SHIRLINGTON RD STE 350, ARLINGTON, VA, 22206

Business Categories: Category Business, Corporate Entity Not Tax Exempt, Not Designated a Small Business, Service Disabled Veteran Owned Business, Special Designations, U.S.-Owned Business, Veteran Owned Business

Financial Breakdown

Contract Ceiling: $34,050,792

Exercised Options: $22,537,348

Current Obligation: $22,537,348

Contract Characteristics

Commercial Item: COMMERCIAL ITEM

Cost or Pricing Data: NO

Parent Contract

Parent Award PIID: CFP14D00001

IDV Type: IDC

Timeline

Start Date: 2015-03-30

Current End Date: 2019-04-30

Potential End Date: 2019-04-30 00:00:00

Last Modified: 2021-01-27

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