2032H324N00006_Sources Sought_Credit Modeling_20240411.pdf

SMALL BUSINESS SOURCES SOUGHT NOTICE

Reference/Notice Number: 2032H324N00006

Project Title / Short Description: Credit Modeling Support Services

PSC code: R710 - Support- Management: Financial

NAICS Code: 541611- Administrative Management and General Management Consulting Services

Release Date: Friday, April 12, 2024

Response Date: Monday, May 13, 2024, at 1:00pm EST

Primary Point of Contact: Vivian VanHorn, Vivian.N.Vanhorn@irs.gov, (240) 613-7421

Secondary Point of Contact: Ramona Hanson, Ramona.L.Hanson@irs.gov, (240) 613-9385

Description:

This is a Small Business Sources Sought notice (hereinafter Notice). This is NOT a solicitation for proposals, proposal abstracts, request for bids or quotations, nor a promise to issue a solicitation in the future. The purpose of this notice is to obtain information regarding the availability and capability of qualified small business sources (e.g., HUBZone small business; service-disabled veteran-owned small business (SDVOSB); 8(a) small business; veteran-owned small business; woman-owned small business (WOSB), including economically disadvantaged women-owned small business (EDWOSB) or small disadvantaged business concerns) for this potential requirement.

Additionally, to assist the Government in determining whether a set-aside is possible.

To qualify as a small business the NAICS code for this Notice is 541611 with a size standard of $24.5M. An organization that is not considered a small business under the applicable NAICS code should not submit a response to this Notice. However, if a vendor feels that another NAICS code is more appropriate, please discuss that in your response.

1. Detail Statement:

The Government has interest in and is seeking small business vendors capable of providing modeling and analysis for federal credit programs supported by The Office of the Deputy Chief Financial Officer (DCFO), Credit Modeling and Analysis (CMA). The Contractor will support the creation, maintenance, and enhancement of re-estimate and/or formulation subsidy models, fair value models, model documentation, analytical tools, and reporting for the purposes of financial statement disclosure and/or the President’s Budget.

The contractor is tasked to be available in an ad hoc role, primarily for existing Treasury credit programs subject to the Federal Credit Reform Act (FCRA). Orders will be placed against this BPA which will detail the number of personnel required and the period of time for which the support will be needed. The Government anticipates establishing a Blanket Purchase Agreement (BPA) with a twelve-month base period and four (4) twelve-month option periods.

A draft Performance Work Statement (PWS) is uploaded in order to review the requirement details.

2. Requested Information:

Responses to this Notice should include the following:

1. Provide company information, to include:

a. Company name and address.

b. Size of company (number of personnel, total revenue, ownership, parent corporation, etc.).

c. Point(s) of contact including name, phone number, address, and email.

d. Geographic presence.

e. ueiSAM number.

2. Provide staff expertise, technical qualifications, experience and formal/other training, and their availability.

3. Describe current in-house capability to perform the work.

4. Describe prior completed projects of similar nature.

5. Explain you corporate and/or government experience and management capabilities.

6. Provide examples of prior completed government contracts, references and other related materials.

7. How do you ensure the quality of your work?

8. What is your track record for delivering on time and within budget?

9. How do you handle compliance with industry and federal regulations?

10. Are you able to provide key personnel and staff persons capable of passing a background check?

11. What is your staffing contingency plan if/when key personnel and staff persons are removed from the contract for any reason (e.g., promotion, attrition, long term illness, impropriety, death, etc.) so as not to interrupt contract requirements?

12. What is the type and level of support that will be obtained from subcontractors, if they are utilized?

13. Provide feedback on whether or not requirements in the draft PWS do or do not follow commercial practices or that would require your company to take an exception?

14. Provide of any contract vehicles (e.g., GSA schedule numbers and SIN category(ies)) that may support the requirements.

15. Provide any pertinent information that will assist us in this assessment.

Include whether you are a small business; 8(a) small business; HUB Zone small business; service-disabled veteran-owned or veteran-owned small businesses; women-owned or economically disadvantaged women-owned small business; or small disadvantaged business in order to assist the government in determining the appropriate acquisition method, including whether a set-aside is possible. If this information is not provided, the government may assume your company is a large business.

4. How to Submit a Response:

Email responses to this Notice shall be sent to the attention of the Primary Point of Contract with a cc: to the Secondary Point of Contact on or before the response due date.

There is a 10-page limit for the response (not including references and resumes).

Responses greater than the limit will not be considered.

Terms and Conditions regarding this Notice:

This Notice does not obligate the Government to award a contract or otherwise pay for the information provided in response. All costs associated with responding to this Notice are solely at the responding party's expense. The Government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appropriate. Further, the Government may contact the vendor for additional information regarding the information submitted as part of this market research effort.

Any organization responding to this notice should ensure that its response is complete and sufficiently detailed to allow the Government to determine the organization’s qualifications to perform the work. Respondents are advised that the Government is under no obligation to acknowledge receipt of the information received or provide feedback to respondents with respect to any information submitted. After a review of the responses received, a pre-solicitation synopsis and solicitation may be published in the Government Point of Entry or other similar source (GSA e-Buy). However, responses to this notice will not be considered adequate responses to a solicitation.

Responses to this notice are not offers and cannot be accepted by the Government to form a binding contract or agreement. The Government will not be obligated to pursue any particular acquisition alternative as a result of this notice. Responses to the notice will not be returned. Not responding to this notice does not preclude participation in any future solicitation if one is issued.

No proprietary, classified, confidential, or sensitive information should be included in responses to this Notice, unless otherwise appropriately marked by the Respondent.

The Government reserves the right to use any non-proprietary technical information received in response to this Notice in any resultant solicitation(s).

Do Not Submit any Proposals/Offers in response to this Notice.

Place of Contract Performance:

The Contractor shall perform tasks under this BPA on-site at the contractor’s facility, remote location or at the Department of the Treasury, 1750 Pennsylvania Ave 10th Floor, Washington, D.C. 20006.