ABCs of Credit Support Training Services

The Department of the Treasury Office of the Comptroller of the Currency awarded this Master IDIQ for credit support training services on September 10, 2014, with a last date to order of September 10, 2019—ordering closed 6 years and 10 months ago and this vehicle is no longer available for new task orders.

The vehicle contracted training and instructional support services delivered at OCC examination offices nationwide. Task orders funded bank examination services and credit-support training activities at regional OCC locations across the continental United States, with no geographic concentration; places of performance span from California to Florida and from New York to Texas. The combined potential value across all 43 task orders is $585 thousand, with the full amount obligated. Work involved firm fixed-price delivery orders typically ranging from roughly $10,000 to $27,000 per order, with performance periods of a few months each.

Five individuals and firms dominated the awardee base. Stephen J. Thomas led in order count with 10 orders valued at $115 thousand combined; John F Chopel held the highest combined potential value at $119 thousand across 6 orders; David L SR Grainger received 8 orders worth $98 thousand; Bankworld, Inc. took 6 orders for $85 thousand; and Michael D Bazata earned 6 orders totaling $63 thousand. These five awardees collectively held 84 percent of task orders and 82 percent of potential value. The remaining three contractors shared a small tail of orders.

Seventy-seven percent of task orders carried small-business set-asides, with the remaining 23 percent unrestricted. A single customer—the OCC itself—placed all 43 orders with no interagency competition. Ordering momentum peaked in 2017 with 15 awards; volume declined to 6 in 2018 and 3 in 2019 before the vehicle closed. The most recent award dated October 1, 2019, was a sole-source order to an individual for $11,700 in training services.