The USDA RD single family housing has a need for contractor technology support in seven (7) focus areas (FA): FA1: development, modernization and enhancement (DME) FA2: operations and maintenance (o &…

Active Indefinite Delivery Contract Awarded Last action

Contract number
12SAD123D0002
Awardee
Awarding agency
Task orders
6 $34,811,791 obligated

Award facts

Opportunity
  • Surpass Solicitation · 12SAD122R0003 · Posted Jul 14, 2022
Combined order value
  • $34,811,791 Current, with exercised options
  • $38,215,081 Potential, with all options
Last date to order 74% complete
IDV ceiling 36% used
$96,850,429.05
Maximum order
$48,400,000.00
Award type
Single award
Who can order
Only the awarding agency
Funding agency
Chief Information Office Washington Office, Department of Agriculture
Set-aside
Total Small Business
Competition
Full and Open Competition after exclusion of sources · 2 offers Negotiated Proposal / Quote
Pricing
Firm Fixed Price
Legislative mandates

Award details come from SAM.gov/FPDS.

About this IDV

Phoenix Oversight Group LLC, doing business as Phoenixteam, a SBA Certified Women-Owned Small Business, received a $96.85 million single-award Indefinite Delivery, Indefinite Quantity contract from the U.S. Department of Agriculture Rural Housing Service, with funding through the USDA Chief Information Office. The contract, awarded January 26, 2023, extends through February 24, 2028, and is structured to support the development, implementation, modernization, enhancement, operations and maintenance, and training for the Rural Development Solution for UNIFI Replacement Providing an Advanced Streamlined System (SURPASS). SURPASS is a cloud-based system designed to replace the legacy UniFi loan origination platform used across Rural Development operations. The original solicitation, posted July 14, 2022, identified the requirement for computer system design services with expertise in residential mortgage origination, URLA 2.0, and loan origination systems, to be performed primarily in Arlington, Virginia and Washington, DC. The contract encompasses seven focus areas including Development, Modernization and Enhancement; Operations and Maintenance; and Training and Knowledge Transfer, with an administrative modification adding FISMA cybersecurity language and information security compliance requirements to the Indefinite Delivery, Indefinite Quantity agreement and all subsequent task orders.

Task orders issued under this vehicle total approximately $38.6 million across multiple delivery orders, including a $7.52 million firm fixed-price order for SURPASS system modernization and enhancement (SURPASS MOD P00012) with completion by March 2, 2027; an $8.6 million order for SURPASS/DIRECT PRO Task Order 4 through February 24, 2026; an $8.66 million order for RD DIRECT PRO system development and enhancements including Salesforce and Encom platform configurations through April 22, 2025; a $3.03 million order for RD DIRECT PRO Operations and Maintenance continuation through February 20, 2028; an $8.64 million SURPASS order through July 29, 2028; and a $67,279 equitable adjustment for work stoppage costs incurred from February 15–March 2, 2023. The majority of task orders utilize firm fixed-price pricing structures, with most work performed in Arlington, Virginia, and are designated for no set-aside or total small business set-aside categories. The contracted services encompass cloud-based application development, data integration, automated underwriting system modernization, operations and maintenance support, and training services integral to the Rural Development housing and lending modernization portfolio.

Description

The USDA RD single family housing has a need for contractor technology support in seven (7) focus areas (FA): FA1: development, modernization and enhancement (DME) FA2: operations and maintenance (o & m) FA3: training and knowledge transfer FA 4

Task orders

Transactions

Action Obligated Date
Other Administrative Action P00014 · This is an administrative modification to: $0
Other Administrative Action P00013 · This is a administrative modification to: 1. Change the contracting officer from beth dunlap to camille perry $0
Supplemental Agreement for work within scope P00012 · This is a no cost modification to: 1. Incorporate performance work statement (PWS) changes from obtaining fedramp authorization to a solution that meets all… $0
Other Administrative Action P00011 · The purpose of this modification is to: 1. Incorporate corrective action plan collaborative understanding all other terms and conditions remain unchanged for… $0
Exercise an Option P00010 $0
Other Administrative Action P00009 · P00009: the purpose of this modification is to extend the period of performance. $0
Change Order P00008 · P00008: increase funding to clin 00001 to cover the cost of the ORG assessment in the amount of $51,902.85. $0
Other Administrative Action P00007 · P00007: due to an error in prism, clin 00008 will now be replaced by clin 00010. Clin 00010 is issued in order to pay vendor for the approved equitable… $0
Other Administrative Action P00006 · P00006 surpass MOD is to correct prism clin's 00008 and 00009. -$67,279
Other Administrative Action P00005 · P00005 surpass MOD for equitable adjustment due to protest adding clin 00008 in order to provide funding and subsequent payment for approved equitable… $67,279
Change Order P00004 · P00004 surpass MOD for equitable adjustment due to protest adding clin 00008 in order to provide funding and subsequent payment for approved equitable… $0
Other Administrative Action P00003 $0
Other Administrative Action P00002 $0
Other Administrative Action P00001 $0
Original award $1
Show all 15

Quick answers

Who was awarded contract 12SAD123D0002?

12SAD123D0002 was awarded to Phoenix Oversight Group LLC by Washington Office (Rural Housing Service) on January 26, 2023.

How much is contract 12SAD123D0002 worth?

Orders under 12SAD123D0002 have obligated $34,811,791. Their combined potential value, with all options, is $38,215,081. 12SAD123D0002's own ceiling is $96,850,429. A single order can be worth up to $48,400,000.

How many orders have been placed under contract 12SAD123D0002?

6 orders have been placed under 12SAD123D0002, the latest on March 3, 2026.

Which agency awarded contract 12SAD123D0002?

Washington Office (Rural Housing Service) awarded 12SAD123D0002, with funding from Chief Information Office (Washington Office).

Who can order from contract 12SAD123D0002?

12SAD123D0002 is a single award indefinite delivery contract. Only the awarding agency can place orders on it.

Was contract 12SAD123D0002 competed?

The extent of competition for 12SAD123D0002 was full and open competition after exclusion of sources. The government received 2 offers. It was set aside: Total Small Business.

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