For closely associated

Ended Awarded Last action

Contract number
TCC14HQD0003
Awardee
Awarding agency
Task orders
14 $112,921 obligated

Award facts

Combined order value
$112,921 Current and potential, with all options
Last date to order 100% complete
IDV ceiling 11% used
$990,000.00
Award type
Multiple award
Who can order
Only the awarding agency
Set-aside
Total Small Business
Competition
Full and Open Competition after exclusion of sources · 16 offers Negotiated Proposal / Quote
Pricing
Firm Fixed Price

Award details come from SAM.gov/FPDS.

About this IDV

Written by GovTribe AI ·

The Office of the Comptroller of the Currency (OCC) established the CY14 National Bank Examination Services indefinite delivery/indefinite quantity (IDIQ) master contract vehicle with a ceiling value of $990,000 and an eight-year performance period from January 1, 2014, through December 31, 2021. This multiple-award contract was set aside exclusively for small business concerns and awarded to Berkshire Capital Advisors (UEI: G4LSLMREJE69), operating as a division of Ronald S Marcus. The master IDIQ contract serves as a blanket purchasing agreement enabling the OCC, a civilian agency within the Department of the Treasury, to procure specialized national bank examination services on an as-needed basis. The contract vehicle supports the OCC's core regulatory mission of supervising and examining national banks and federal savings institutions by providing examination-related support services, including compliance reviews, financial assessments, and regulatory evaluations conducted at banking institutions nationwide.

Between January 2014 and March 2019, Berkshire Capital Advisors executed fourteen delivery orders under the CY14 National Bank Examination Services IDIQ, ranging in value from $2,213.38 to $14,587.20, with individual task order completion periods typically spanning two to four weeks. Delivery orders were performed across multiple locations, including Connecticut, Delaware, New Jersey, New York, Pennsylvania, and Massachusetts, at specific national banking institutions and examination sites. All identified task orders maintained firm fixed-price pricing structures and were designated as total small business set-asides, ensuring continued small business participation in federal contracting objectives. The aggregate value of the fourteen documented delivery orders totaled approximately $128,490, representing discrete examination support engagements issued throughout the contract's performance period to address specific, short-duration regulatory examination requirements at various financial institutions.

Task orders

Task order Ordering agency Obligated Awarded
HQ - 2019-MAR-27 - bank examination services task number NEDO1008 13835 - millbury national bank 18 north main street… 2031JW19F00086 Office of the Comptroller of the Currency $4,467
National bank examination services NEDO890 - woodbridge, NJ 07095 170004 Office of the Comptroller of the Currency $10,549
National bank examination services NEDO872 - yonkers, new york 10707 170003 Office of the Comptroller of the Currency $7,981
National bank examination services NEDO856 - MT laurel, new jersey, NJ 08054 170002 Office of the Comptroller of the Currency $10,238
National bank examination services NEDO849 - woodbridge, NJ 07095 170001 Office of the Comptroller of the Currency $8,998
National bank examination services NEDO823 - new york, NY 10036 160005 Office of the Comptroller of the Currency $12,478
National bank examination services NEDO828 - huntingdon valley, PA 19006 160004 Office of the Comptroller of the Currency $6,401
National bank examination services NEDO815 catskill, NY 12414 160003 Office of the Comptroller of the Currency $7,628
National bank examination services NEDO778 westport, CT 06881 160002 Office of the Comptroller of the Currency $8,977
National bank examination services NEDO777-wilmington, DE 19801 160001 Office of the Comptroller of the Currency $8,532
Bank examination services NEDO729 in MT. Laurel, NJ 150003 Office of the Comptroller of the Currency $6,122
National bank examination services NEDO708 150002 Office of the Comptroller of the Currency $2,213
National bank examination services NEDO706 150001 Office of the Comptroller of the Currency $3,750
Bank examination services NEDO671 140001 Office of the Comptroller of the Currency $14,587
Show all 14

Transactions

Action Obligated Date
Supplemental Agreement for work within scope 1 · BES- bank examination services $0
Original award $0

Quick answers

Who was awarded contract TCC14HQD0003?

TCC14HQD0003 was awarded to Ronald S Marcus by Office of the Comptroller of the Currency (Department of the Treasury) on January 1, 2014.

How much is contract TCC14HQD0003 worth?

Orders under TCC14HQD0003 have obligated $112,921. TCC14HQD0003's own ceiling is $990,000.

How many orders have been placed under contract TCC14HQD0003?

14 orders have been placed under TCC14HQD0003, the latest on March 29, 2019.

Who can order from contract TCC14HQD0003?

TCC14HQD0003 is a multiple award indefinite delivery contract. Only the awarding agency can place orders on it.

Is contract TCC14HQD0003 part of a contract vehicle?

Yes. TCC14HQD0003 is part of CY14 National Bank Examination Services.

Was contract TCC14HQD0003 competed?

The extent of competition for TCC14HQD0003 was full and open competition after exclusion of sources. The government received 16 offers. It was set aside: Total Small Business.

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