Delivery Order TCC14HQD0003-2031JW19F00086
- The Office of the Comptroller of the Currency (OCC) awarded a delivery order valued at $7,981.25 to Berkshire Capital Advisors on July 10, 2017, for National Bank Examination Services. The contract was issued under the CY14 National Bank Examination Services master IDIQ vehicle and designated as a Total Small Business set-aside. Work is scheduled for completion by July 20, 2017, with performance taking place in Tuckahoe, New York. This delivery order supports the OCC's mission to supervise and...
- The Office of the Comptroller of the Currency (OCC) awarded a delivery order valued at $14,587.20 to Berkshire Capital Advisors under the CY14 National Bank Examination Services Indefinite Delivery/Indefinite Quantity (IDIQ) contract vehicle. The contract, designated as a Total Small Business set-aside, was executed on January 6, 2014, with an ultimate completion date of January 24, 2014. Services are to be performed in Westport, Connecticut, and the work falls under the National Bank...
- The Office of the Comptroller of the Currency (OCC) awarded a delivery order valued at $3,750.26 to Berkshire Capital Advisors under the CY14 National Bank Examination Services indefinite delivery/indefinite quantity (IDIQ) master contract. This contract, designated as a total small business set-aside, supports the OCC's national bank examination program by providing specialized services to banking institutions. The work is performed in Newfield, New Jersey, with a firm fixed-price arrangement...
- Berkshire Capital Advisors was awarded a delivery order valued at $7,627.78 by the Office of the Comptroller of the Currency (OCC) on March 31, 2016, for national bank examination services to be performed in Catskill, New York. The contract was designated as a Total Small Business set-aside and operated under a Firm Fixed Price structure, with an ultimate completion date of April 28, 2016. This delivery order was issued under the parent Master IDIQ vehicle titled "CY14 National Bank...
- The Office of the Comptroller of the Currency (OCC) awarded a delivery order valued at $2,213.38 to Berkshire Capital Advisors under the CY14 National Bank Examination Services indefinite delivery/indefinite quantity (IDIQ) contract. This award, issued on November 12, 2014, is designated as a Total Small Business set-aside and carries a firm fixed price structure. The contract was completed by November 14, 2014, and performed in Newfield, New Jersey. The National Bank Examination Services...
- The Office of the Comptroller of the Currency (OCC) awarded a delivery order valued at $10,548.87 to Berkshire Capital Advisors (UEI: G4LSLMREJE69) on September 18, 2017, for National Bank Examination Services. This contract was set aside for total small business participation and was performed in Woodbridge, New Jersey. The delivery order operated under the parent master IDIQ contract titled "CY14 National Bank Examination Services," which serves as the overarching vehicle for these...
- The Office of the Comptroller of the Currency awarded a delivery order valued at $8,976.75 to Berkshire Capital Advisors (UEI: G4LSLMREJE69) on January 4, 2016, for national bank examination services. This award was designated as a Total Small Business set-aside and was issued under the CY14 National Bank Examination Services master IDIQ contract vehicle. The work was performed at the contractor's location in Westport, Connecticut, with an ultimate completion date of January 22, 2016. As a...
- The Office of the Comptroller of the Currency (OCC) awarded a delivery order valued at $5,357.88 to Financial Institution Advisory Group, Inc. under the National Bank Examination Services 2017-2021 Indefinite Delivery/Indefinite Quantity (IDIQ) contract vehicle. The award, issued on September 5, 2017, with an ultimate completion date of September 14, 2017, is designated as a Total Small Business set-aside and carries a firm fixed-price structure. The work will be performed in Jackson,...
- The Office of the Comptroller of the Currency awarded a delivery order valued at $9,029 to Bank Examiner Consultants (operated by C. Randy Drescher Jr.) on November 27, 2017, with completion scheduled for December 7, 2017. This firm fixed-price contract was issued under the National Bank Examination Services 2017-2021 master IDIQ (Indefinite Delivery/Indefinite Quantity) vehicle and did not utilize any set-aside designations. The work was performed in Boston, Massachusetts. The National Bank...
- The Office of the Comptroller of the Currency (OCC) awarded a delivery order valued at $9,049.62 to DRH Financial Services, LLC for National Bank Examination Services. This contract, awarded on October 23, 2017, was executed under the National Bank Examination Services 2017-2021 master IDIQ vehicle and is structured as a firm fixed-price engagement. The work is to be completed by November 8, 2017, with performance taking place in Defiance, Ohio. No set-aside designation was applied to this...
- CY14 National Bank Examination ServicesMaster IDIQ
- TCC14HQD0003Indefinite Delivery Contract
- TCC14HQD0003-2031JW19F00086Delivery Order
The Office of the Comptroller of the Currency (OCC) awarded a delivery order to Berkshire Capital Advisors on March 29, 2019, for bank examination services under the CY14 National Bank Examination Services indefinite-delivery/indefinite-quantity (IDIQ) contract vehicle. The order, valued at $4,466.57 on a firm fixed-price basis, was issued without a set-aside designation and carries an ultimate completion date of April 18, 2019. Services are to be performed in Millbury, Massachusetts, at Millbury National Bank, 18 North Main Street. This delivery order supports the OCC's core mission of regulating and supervising national banks through examination services. As a civilian federal agency within the Department of the Treasury, the OCC conducts periodic examinations of national banking institutions to assess their financial condition, compliance with laws and regulations, and risk management practices. Berkshire Capital Advisors' contract represents a continuation of examination support services under the established master IDIQ vehicle, enabling the agency to efficiently procure specialized examination expertise on an as-needed basis.
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| Not listed | Not listed | $4.5k | 3/29/19 |