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Definitive Contract SBAHQ16C0013
Award Date
5/4/16
Potential Completion Date
10/22/21
Potential Value
$745K
Overview
AI Insights
Buyer Personas
1
Industry Personas
Buyer Personas In this Market
Activity
18
Transactions
18
Subawards
Opportunity Stack
1
Federal Agency
Office of Performance Management and the Chief Financial Officer
Awardee
Summit Consulting LLC
Ultimate Awardee
Not listed
NAICS Category
541219 - Other Accounting Services
PSC Category
R420 - Support- Professional: Certifications And Accreditations (Other Than Educ Or Info Tech C&A)
Federal Contract Vehicle
Not listed
Set-Aside Type
Total Small Business
Extent Competed
Full and Open Competition after exclusion of sources
Major Defense Program
Not listed
Pricing Type
Firm Fixed Price
Place of Performance
Washington, DC 20001, USA
Solicitation Procedures
Negotiated Proposal / Quote
Number Of Offers Received
3
Legislative Mandate
Service Contract Act
National Interest Action
Not listed
Research Type
Not listed
Primary Consortia Member
Not listed
Description
Update #1
OFFICE OF FINANCIAL ANALYSIS AND MODELING - IV & V ""
Posted 5/4/16, 12:00 AM
Name
Description
Solicitation Number
Federal Agency
Type
Posted Date
(Click to sort descending)
IV&V Rview of Models
Added: Feb 23, 2016 2:12 pm 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) The solicitation number and a statement that the solicitation is issued as an invitation to bid (IFB), request for quotation (RFQ) or request for proposal (RFP).(iii) A statement that the solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-86-2.(iv) This solicitation is a Total Small Business Set -aside. The NAICS is 541219. The small business size standard is $20.5 million. (v) A list of contract line item number(s) and items, quantities and units of measure, (including option(s), if applicable) can be found on the attached SF 1449. (vi) Description of requirements for the items to be acquired. (complete details are attached in the solicitation documents).The SBA will obtain Independent Validation and Verification (IV&V) services through a task order to be placed through this RFQ.The Vendor, at the discretion of the OFAM, can be required to provide an IV&V review of models for any of the programs listed below and for new programs that are initiated by the SBA or required by legislation.  Guaranteed Section 7(a) Small Business Loans (SBL); Guaranteed Secondary Market Guarantees (SMG);  Guaranteed 504 Certified Development Company (CDC) Loans;  Direct Disaster Loans (DDL); Guaranteed Disaster Loan Programs; Direct Microloan Program;  Guaranteed Small Business Investment Companies (SBIC) Debentures; Guaranteed SBIC Participating Securities (PS); Guaranteed New Market Venture Capital (NMVC) Loans; Recovery Act Programs:o American Recovery and Reinvestment Act (ARRA) Section 503: Establishment of SBA Secondary Market Guarantee Authority.o ARRA Section 506: Business Stabilization Program (ARC loans).o Guaranteed 504 Commercial Real Estate (CRE) Refinance Loans.  Intermediary Lender Pilot (ILP) Program; Dealer Floor Plan; and  Several small guaranteed and direct loan programs.The Vendor will provide the number of analysts needed to test, validate, and review assigned credit subsidy models during the full fiscal year cycle of the subsidy modeling processes from financial statement re-estimates through budget formulation.Further details are attached in the detailed solicitation. (vii) Dates and Delivery: Base of twelve months and four twelve month option periods. (see solicitation document for details of milestones and deliverables).(viii) The provision at 52.212-1, Instructions to Offerors-Commercial, applies to this acquisition and a statement regarding any addenda to the provision. NOTE: For complete instructions see the attached solicitation document.(ix) The provision at 52.212-2, Evaluation-Commercial Items is included in the attached solicitation. Technical when combined is equal to price. (x) The offerors are to completed copy of the provision at 52.212-3, Offeror Representations and Certifications-Commercial Items, with its offer. NOTE: As detailed in the attached solicitation documents. (xi) The clause at 52.212-4, Contract Terms and Conditions-Commercial Items, applies to this acquisition and a statement regarding any addenda to the clause. NOTE: As detailed in the attached solicitation documents.(xii) The clause at 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders-Commercial Items, applies to this acquisition and a statement regarding which, if any, of the additional FAR clauses cited in the clause are applicable to the acquisition. As detailed in the attached solicitation documents.(xv) 11.1 - QUESTIONS ARE DUE TO THE CONTRACTING OFFICER AT TONI.HOSKINSON@SBA.GOV NLT February 29, 2016. PROPOSALS ARE DUE March 11, 2016 AT 3:00 P.M. EASTERN STANDARD TIME.(xvi) PROPOSAL SHALL BE SUBMITTED EMAILED TO TONI.HOSKINSON@SBA.GOV.
SBAHQ-16-R-0004
Small Business Administration Office of Performance Management and the Chief Financial Officer
Award Notice 1/1
2/23/16, 2:12 PM
Mod #
Description
Reason For Modification
Federal Obligation
(Click to sort descending)
Date
(Click to sort ascending)
P00014
THE PURPOSE OF THIS MODIFICATION IS TO ADMINISTRATIVELY CLOSEOUT THIS CONTRACT IAW FAR 4.804 AND AGENCY PROCEDURES. ALL TERMS AND CONDITIONS REMAIN UNCHANGED OFFICE OF FINANCIAL ANALYSIS AND MODELING IV & V REVIEWS - EXTEND POP AND INCREASE
Close Out
$0
8/26/22
P00013
OFFICE OF FINANCIAL ANALYSIS AND MODELING IV & V REVIEWS
Exercise an Option
$106.2k
5/4/21
P00012
OFFICE OF FINANCIAL ANALYSIS AND MODELING IV & V REVIEWS
Other Administrative Action
$0
9/28/20
P00011
OFFICE OF FINANCIAL ANALYSIS AND MODELING IV & V REVIEWS
Supplemental Agreement for work within scope
$0
6/29/20
P00010
OFFICE OF FINANCIAL ANALYSIS AND MODELING
Supplemental Agreement for work within scope
$28.5k
6/8/20