Indefinite Delivery Contract TCC17HQD0002
- 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...
- The Office of the Comptroller of the Currency (OCC) awarded a single-award Indefinite Delivery/Indefinite Quantity (IDIQ) contract to Robert W Stevenson Financial Consultant (UEI: GNMHQP48FZ55) on March 1, 2022, for National Bank Examination Services. Established as a Total Small Business set-aside, the contract carries a ceiling value of $944,700 and an ultimate completion date of April 17, 2025. The original solicitation was posted as a Pre-Solicitation on June 24, 2021, with a submission...
- The Office of the Comptroller of the Currency (OCC) awarded a multiple-award Indefinite Delivery Contract to Mcdougall Robert (UEI: JF12URJ3U5Z3) under the National Bank Examination Services program, effective January 1, 2017, through December 31, 2021, with a total ceiling value of $950,000.00. This civilian contract was set aside for small businesses and established a master IDIQ vehicle to support the OCC's regulatory examination and supervision of national banking institutions. The...
- This indefinite delivery contract was awarded by the Office of the Comptroller of the Currency (OCC), a civilian federal agency, to DRH Financial Services, LLC, a self-certified small disadvantaged business. The contract has a ceiling value of $869,700.00 and a period of performance from March 1, 2022 to April 17, 2025. The contract is for "NATIONAL BANK EXAMINATION SERVICES" and aims to procure the services of multiple contractors capable of providing bank examination services...
- This Indefinite Delivery Contract was awarded by the Office of the Comptroller of the Currency (OCC) to Richard Edwards & Associated (UEI: M817MPLPYYE9) on January 1, 2017, under the National Bank Examination Services program. The contract is structured as a multiple-award IDIQ with a total contract ceiling value of $970,000 and a completion date of December 31, 2021. The award was designated as a Total Small Business set-aside, restricting competition to small business entities in...
- The Office of the Comptroller of the Currency (OCC) awarded a multiple-award Indefinite Delivery Contract to Drescher, C Randy JR, doing business as Bank Examiner Consultants (UEI: MLGBGRR2L6J3), under the National Bank Examination Services program. The contract, designated as a Total Small Business set-aside, carried a ceiling value of $1.7 million with an award date of January 1, 2017, and ultimate completion date of December 31, 2021. This master Indefinite Delivery/Indefinite Quantity (IDIQ)...
- The Office of the Comptroller of the Currency awarded a multiple-award Indefinite Delivery Contract to Callaway Partners, LLC for national bank examination services under the CY14 program. This Total Small Business set-aside contract was awarded January 1, 2014, with a ceiling value of $942,530.00 and an ultimate completion date of December 31, 2021. Bank examination services represent core regulatory functions performed by the Office of the Comptroller of the Currency to assess the financial...
- This indefinite delivery contract was awarded by the Office of the Comptroller of the Currency (OCC), a civilian federal agency, to Ted Reusser, a small business contractor. The contract has a ceiling value of $1,057,200 and a period of performance through April 17, 2025. The contract is for NATIONAL BANK EXAMINATION SERVICES, which involves providing credit analysis and other services in support of the OCC's supervision of national banks. A related task order for $12,366.25 was awarded to the...
- The federal contract IDV award provides National Bank Examination Services to the Office of the Comptroller of the Currency, a civilian federal agency. The single-award, indefinite delivery contract was set aside for small businesses and has a ceiling value of $1,574,700.00. The period of performance runs from the award date of March 1, 2022 through April 17, 2025. The prime contractor for this award is Gary L Meier Consultants, a self-certified small disadvantaged business. The contracted...
- The federal contract IDV is an Indefinite Delivery Contract awarded by the Office of the Comptroller of the Currency (OCC), a civilian agency within the U.S. Department of the Treasury, to Mbp, L.L.C., a woman-owned small business. The contract, valued up to $1,183,200, was awarded in March 2022 as a total small business set-aside to provide national bank examination services across the United States through February 2027. Under this IDIQ contract, Mbp, L.L.C. has been issued two firm...
- National Bank Examination Services 2017-2021Master IDIQ
- TCC17HQD0002Indefinite Delivery Contract
- 9Federal Contract Awards
The National Bank Examination Services 2017-2021 Indefinite Delivery/Indefinite Quantity contract is a multiple-award vehicle established by the Office of the Comptroller of the Currency (OCC), a civilian agency within the U.S. Department of the Treasury, to procure specialized bank examination services on an as-needed basis. The master contract, awarded to Financial Institution Advisory Group, Inc. (UEI: GSPVDUHELM51) on January 1, 2017, carries a ceiling value of $920,000 and a total small business set-aside designation. The contract period extends through December 31, 2021, providing the OCC with a flexible procurement mechanism to obtain examination support services across multiple geographic locations and banking institutions without requiring individual competitive procurements for each engagement. Eight delivery orders were issued under this master IDIQ contract, ranging in value from $5,357.88 to $10,929.27, with aggregate value of approximately $57,226.06. These task orders directed Financial Institution Advisory Group, Inc. to provide national bank examination services at specified financial institutions located in Amarillo, Texas; Paoli, Pennsylvania; Dighton, Kansas; Lancaster, Pennsylvania; Texarkana, Arkansas; Corpus Christi, Texas; and Jackson, Mississippi, with performance periods occurring between June 2017 and October 2019. All delivery orders utilized firm fixed-price pricing structures. The services support the OCC's core regulatory mission of assessing the safety and soundness of national banks and federal savings associations, with work performed directly at the examination sites of individual banking institutions to facilitate the agency's ongoing supervision and compliance oversight responsibilities within the national banking system.
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| Not listed | Not listed | $0 | 12/6/16 |
Name | Description | Awardee | Potential Value | AwardDate | CompletionDate | Updated At |
|---|---|---|---|---|---|---|
Delivery Order TCC17HQD0002-170001 | Financial Institution Advisory Group, Inc. | $8.2k | 6/12/17 | 6/22/17 | 5/19/17 | |
Delivery Order TCC17HQD0002-2031JW19F00075 | Financial Institution Advisory Group, Inc. | $6.8k | 3/4/19 | 10/4/19 | 3/4/19 | |
Delivery Order TCC17HQD0002-170004 | Financial Institution Advisory Group, Inc. | $10.7k | 9/18/17 | 10/4/17 | 8/11/17 | |
Delivery Order TCC17HQD0002-2031JW18F00084 | Financial Institution Advisory Group, Inc. | $6.2k | 11/27/17 | 12/7/17 | 10/26/17 | |
Delivery Order TCC17HQD0002-170003 | Financial Institution Advisory Group, Inc. | $5.4k | 9/5/17 | 9/14/17 | 7/26/17 |
Name | Description | Solicitation Number | FederalAgency | Type | PostedDate |
|---|---|---|---|---|---|
National Bank Examination Services | CC16HQR0018 | Department of the Treasury Office of the Comptroller of the Currency | Award Notice 1/1 | 4/1/16, 5:09 PM |