AM0003 Attachment 1 Offer For Standard Services_Section B.xlsx
XLSX spreadsheet 186 KB Posted
- Solicitation number
- 47QACA26R0274
- Issued by
- Not on record
About this file
This is a pricing sheet template for a Request for Proposals (RFP) for loan file review and risk oversight support services under solicitation 47QACA26R0274. The template establishes a Blanket Purchase Agreement (BPA) structure with a base year plus four option years and a six-month extension option. Contractors must provide firm-fixed pricing per file review unit across seven standard service line items including 7(a) origination, 504 origination, 7(a) servicing, 504 servicing, 7(a) liquidation, 504 liquidation, and partial loan file reviews, along with monthly pricing for virtual data warehouse services (estimated at 4,490 loans). Estimated quantities vary by period: the base year includes 1,775 units for 7(a) origination reviews, 700 units for 504 origination reviews, 700 units for 7(a) servicing reviews, 1,160 units for 504 servicing reviews, 100 units for 7(a) liquidation reviews, 15 units for 504 liquidation reviews, 40 partial reviews, and 12 months of data warehouse services. Additionally, six above-standard service line items are priced on an as-needed call-order basis: special-scope/forensic loan file reviews, ad hoc analytics and ancillary reports, system configuration/customization packages, on-site review support (priced per day), transition-in services, and transition-out services.
The template incorporates wage determination requirements for contractors subject to Service Contract Labor Standards, with provisions for listing applicable labor categories, hourly wages, fringe benefits, and other costs. The pricing sheet was updated in Amendment 0003 (June 17, 2026) with clarifications to instructions and language regarding above-standard services. Contractors must complete tabs for the base period, four option years, and the six-month extension, with the template automatically calculating total evaluated price summaries. The solicitation is set-aside for small business concerns and incorporates GSA Schedule labor categories including senior consultant, subject matter expert, project manager, consultant, lead planners, analysts, writers/editors, and GIS specialists across fiscal years 2024-2029.
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Instructions and Summary Sheet Solicitation: 47QACA26R0274 Section B Pricing Sheet Loan File Review for Risk Oversight Support Services Instructions to Offerors Complete the cells and tabs below with the requested pricing information, areas that must be filled are highlighted in orange. The information from the tabs will populate into the Total Evaluated Price Summary section on the Instructions and Summary Sheet.
Note that the 6 Month Option to Extend Services is for a 6 month period, as such we assume that the Basic Services for that year will be half of the fourth Option Year.
There are 8 tabs total that Contractors must complete:
1. Instructions and Summary Sheet
2. Base Period
3. Option Year 1
4. Option Year 2
5. Option Year 3
6. Option Year 4
7. 6 Month Option to Extend
8. Wage Determination Crosswalk
Pricing Methodology Estimated unit amounts are given to the Offerors, these amounts shall not be changed by Offerors. The estimated amounts are multiplied by the Unit Price to give a total price. Pricing should be complete, and inclusive of all fees, benefits, and materials.
Amounts for Basic Services and the Above Standard Services are summed, and then added together to create a Total Evaluated Price Per Option Year.
The Total Evaluated Price Per Option Year is then totalled in the summary below to show your firm's proposed Total Evaluated Price.
Amendment 0003 This sheet was updated in Amendment 0003 released on June 17, 2026. The Instructions have been updated, minor typos were corrected regarding the base and Option Year TEP labels, highlights were added to areas where offerors were expected to populate information, a firm name cell was added to the Instructions and Summary Sheet and linked to other tabs, language for Above Standard Services has been clarified, the option to add additional labor category rows was noted in the Wage Determination Crosswalk tab.
| Firm Name: | |
| Total Evaluated Price (TEP) Summary | $0.00 |
| Base Year | $0.00 |
| Option Year 1 | $0.00 |
| Option Year 2 | $0.00 |
| Option Year 3 | $0.00 |
| Option Year 4 | $0.00 |
| 6-Month Option To Extend | $0.00 |
Base Period
| Solicitation: | 47QACA26R0274 |
| Title: | Loan File Review for Risk Oversight Support Services |
| Firm Name: | |
| Base Year |
TEP Base Year $0.00
| Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 0001 | 7(a) Origination Loan File Review – Firm-Fixed-Price per File | File Review | 1,775 | $0.00 | ||
| CLIN 0002 | 504 Origination Loan File Review – Firm-Fixed-Price per File | File Review | 700 | $0.00 | ||
| CLIN 0003 | 7(a) Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 700 | $0.00 | ||
| CLIN 0004 | 504 Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 1,160 | $0.00 | ||
| CLIN 0005 | 7(a) Liquidation Loan File Review – Firm-Fixed-Price per Fil | File Review | 100 | $0.00 | ||
| CLIN 0006 | 504 Liquidation Loan File Review – Firm-Fixed-Price per File | File Review | 15 | $0.00 | ||
| CLIN 0007 | Partial Loan File Review (7(a) and 504) – Firm-Fixed-Price per File | File Review | 40 | $0.00 | ||
| CLIN 0008 | Virtual Data Warehouse - Firm-Fixed Price per Month (Estimated housing of 4,490 loans) | Month | 12 | $0.00 | ||
| $0.00 | Total For Basic Services |
| Above Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 0009 | Special-Scope / Forensic Loan File Review – Firm-Fixed-Price per File | Loan File Review | 1 | $0.00 | ||
| CLIN 0010 | Ad Hoc Analytics and Ancillary Reports – Firm-Fixed-Price per Report | Report | 1 | $0.00 | ||
| CLIN 0011 | System Configuration / Customization Package – Firm-Fixed-Price per Package | |||||
| Package | 1 | $0.00 | ||||
| CLIN 0012 | On-Site Review Support – Firm-Fixed-Price per On-Site Day | Day On-Site | 1 | $0.00 | ||
| CLIN 0013 | Transition-In – Firm-Fixed-Price, Each | Transition In | 1 | $0.00 | ||
| CLIN 0014 | Transition-Out – Firm-Fixed-Price, Each | Transition Out | 1 | $0.00 | ||
| $0.00 | Total for Above Standard Services |
| NOTE - Above Standard Services |
| This sheet is capturing per unit pricing for evaluation purposes. All Above Standard Services will be awarded on a call order/as needed basis, there is no guarantee the Above Standard Services will be requested. |
Option Year 1
| Solicitation: | 47QACA26R0274 |
| Title: | Loan File Review for Risk Oversight Support Services |
| Firm Name: | |
| Option Year 1 |
TEP Option Year 1 $0.00
| Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 1001 | 7(a) Origination Loan File Review – Firm-Fixed-Price per File | File Review | 1,828 | $0.00 | ||
| CLIN 1002 | 504 Origination Loan File Review – Firm-Fixed-Price per File | File Review | 721 | $0.00 | ||
| CLIN 1003 | 7(a) Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 721 | $0.00 | ||
| CLIN 1004 | 504 Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 1,195 | $0.00 | ||
| CLIN 1005 | 7(a) Liquidation Loan File Review – Firm-Fixed-Price per Fil | File Review | 103 | $0.00 | ||
| CLIN 1006 | 504 Liquidation Loan File Review – Firm-Fixed-Price per File | File Review | 15 | $0.00 | ||
| CLIN 1007 | Partial Loan File Review (7(a) and 504) – Firm-Fixed-Price per File | File Review | 42 | $0.00 | ||
| CLIN 1008 | Virtual Data Warehouse - Firm-Fixed Price per Month (Estimated housing of 4,490 loans) | Month | 12 | $0.00 | ||
| $0.00 | Total For Option Year 1 Basic Services |
| Above Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 1009 | Special-Scope / Forensic Loan File Review – Firm-Fixed-Price per File | Loan File Review | 1 | $0.00 | ||
| CLIN 1010 | Ad Hoc Analytics and Ancillary Reports – Firm-Fixed-Price per Report | Report | 1 | $0.00 | ||
| CLIN 1011 | System Configuration / Customization Package – Firm-Fixed-Price per Package | |||||
| Package | 1 | $0.00 | ||||
| CLIN 1012 | On-Site Review Support – Firm-Fixed-Price per On-Site Day | Day On-Site | 1 | $0.00 | ||
| CLIN 1013 | Transition-In – Firm-Fixed-Price, Each | Transition In | 1 | $0.00 | ||
| CLIN 1014 | Transition-Out – Firm-Fixed-Price, Each | Transition Out | 1 | $0.00 | ||
| $0.00 | Total for Option Year 1 Above Standard Services |
| NOTE - Above Standard Services |
| This sheet is capturing per unit pricing for evaluation purposes. All Above Standard Services will be awarded on a call order/as needed basis, there is no guarantee the Above Standard Services will be requested. |
Option Year 2
| Solicitation: | 47QACA26R0274 |
| Title: | Loan File Review for Risk Oversight Support Services |
| Firm Name: | |
| Option Year 2 |
TEP Option Year 2 $0.00
| Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 2001 | 7(a) Origination Loan File Review – Firm-Fixed-Price per File | File Review | 1,883 | $0.00 | ||
| CLIN 2002 | 504 Origination Loan File Review – Firm-Fixed-Price per File | File Review | 743 | $0.00 | ||
| CLIN 2003 | 7(a) Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 743 | $0.00 | ||
| CLIN 2004 | 504 Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 1,231 | $0.00 | ||
| CLIN 2005 | 7(a) Liquidation Loan File Review – Firm-Fixed-Price per Fil | File Review | 106 | $0.00 | ||
| CLIN 2006 | 504 Liquidation Loan File Review – Firm-Fixed-Price per File | File Review | 16 | $0.00 | ||
| CLIN 2007 | Partial Loan File Review (7(a) and 504) – Firm-Fixed-Price per File | File Review | 42 | $0.00 | ||
| CLIN 2008 | Virtual Data Warehouse - Firm-Fixed Price per Month (Estimated housing of 4,490 loans) | Month | 12 | $0.00 | ||
| $0.00 | Total For Option Year 2 Basic Services |
| Above Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 2009 | Special-Scope / Forensic Loan File Review – Firm-Fixed-Price per File | Loan File Review | 1 | $0.00 | ||
| CLIN 2010 | Ad Hoc Analytics and Ancillary Reports – Firm-Fixed-Price per Report | Report | 1 | $0.00 | ||
| CLIN 2011 | System Configuration / Customization Package – Firm-Fixed-Price per Package | |||||
| Package | 1 | $0.00 | ||||
| CLIN 2012 | On-Site Review Support – Firm-Fixed-Price per On-Site Day | Day On-Site | 1 | $0.00 | ||
| CLIN 2013 | Transition-In – Firm-Fixed-Price, Each | Transition In | 1 | $0.00 | ||
| CLIN 2014 | Transition-Out – Firm-Fixed-Price, Each | Transition Out | 1 | $0.00 | ||
| $0.00 | Total for Option Year 2 Above Standard Services |
| NOTE - Above Standard Services |
| This sheet is capturing per unit pricing for evaluation purposes. All Above Standard Services will be awarded on a call order/as needed basis, there is no guarantee the Above Standard Services will be requested. |
Option Year 3
| Solicitation: | 47QACA26R0274 |
| Title: | Loan File Review for Risk Oversight Support Services |
| Firm Name: | |
| Option Year 3 |
TEP Option Year 3 $0.00
| Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 3001 | 7(a) Origination Loan File Review – Firm-Fixed-Price per File | File Review | 1,940 | $0.00 | ||
| CLIN 3002 | 504 Origination Loan File Review – Firm-Fixed-Price per File | File Review | 765 | $0.00 | ||
| CLIN 3003 | 7(a) Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 765 | $0.00 | ||
| CLIN 3004 | 504 Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 1,268 | $0.00 | ||
| CLIN 3005 | 7(a) Liquidation Loan File Review – Firm-Fixed-Price per Fil | File Review | 109 | $0.00 | ||
| CLIN 3006 | 504 Liquidation Loan File Review – Firm-Fixed-Price per File | File Review | 16 | $0.00 | ||
| CLIN 3007 | Partial Loan File Review (7(a) and 504) – Firm-Fixed-Price per File | File Review | 44 | $0.00 | ||
| CLIN 3008 | Virtual Data Warehouse - Firm-Fixed Price per Month (Estimated housing of 4,490 loans) | Month | 12 | $0.00 | ||
| $0.00 | Total ForOption Year 3 Basic Services |
| Above Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 3009 | Special-Scope / Forensic Loan File Review – Firm-Fixed-Price per File | Loan File Review | 1 | $0.00 | ||
| CLIN 3010 | Ad Hoc Analytics and Ancillary Reports – Firm-Fixed-Price per Report | Report | 1 | $0.00 | ||
| CLIN 3011 | System Configuration / Customization Package – Firm-Fixed-Price per Package | |||||
| Package | 1 | $0.00 | ||||
| CLIN 3012 | On-Site Review Support – Firm-Fixed-Price per On-Site Day | Day On-Site | 1 | $0.00 | ||
| CLIN 3013 | Transition-In – Firm-Fixed-Price, Each | Transition In | 1 | $0.00 | ||
| CLIN 3014 | Transition-Out – Firm-Fixed-Price, Each | Transition Out | 1 | $0.00 | ||
| $0.00 | Total for Option Year 3 Above Standard Services |
| NOTE - Above Standard Services |
| This sheet is capturing per unit pricing for evaluation purposes. All Above Standard Services will be awarded on a call order/as needed basis, there is no guarantee the Above Standard Services will be requested. |
Option Year 4
| Solicitation: | 47QACA26R0274 |
| Title: | Loan File Review for Risk Oversight Support Services |
| Firm Name: | |
| Option Year 4 |
TEP Option Year 4 $0.00
| Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 4001 | 7(a) Origination Loan File Review – Firm-Fixed-Price per File | File Review | 1,998 | $0.00 | ||
| CLIN 4002 | 504 Origination Loan File Review – Firm-Fixed-Price per File | File Review | 788 | $0.00 | ||
| CLIN 4003 | 7(a) Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 788 | $0.00 | ||
| CLIN 4004 | 504 Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 1,306 | $0.00 | ||
| CLIN 4005 | 7(a) Liquidation Loan File Review – Firm-Fixed-Price per Fil | File Review | 113 | $0.00 | ||
| CLIN 4006 | 504 Liquidation Loan File Review – Firm-Fixed-Price per File | File Review | 17 | $0.00 | ||
| CLIN 4007 | Partial Loan File Review (7(a) and 504) – Firm-Fixed-Price per File | File Review | 46 | $0.00 | ||
| CLIN 4008 | Virtual Data Warehouse - Firm-Fixed Price per Month (Estimated housing of 4,490 loans) | Month | 12 | $0.00 | ||
| $0.00 | Total For Option Year 4 Basic Services |
| Above Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 4009 | Special-Scope / Forensic Loan File Review – Firm-Fixed-Price per File | Loan File Review | 1 | $0.00 | ||
| CLIN 4010 | Ad Hoc Analytics and Ancillary Reports – Firm-Fixed-Price per Report | Report | 1 | $0.00 | ||
| CLIN 4011 | System Configuration / Customization Package – Firm-Fixed-Price per Package | |||||
| Package | 1 | $0.00 | ||||
| CLIN 4012 | On-Site Review Support – Firm-Fixed-Price per On-Site Day | Day On-Site | 1 | $0.00 | ||
| CLIN 4013 | Transition-In – Firm-Fixed-Price, Each | Transition In | 1 | $0.00 | ||
| CLIN 4014 | Transition-Out – Firm-Fixed-Price, Each | Transition Out | 1 | $0.00 | ||
| $0.00 | Total for Option Year 4 Above Standard Services |
| NOTE - Above Standard Services |
| This sheet is capturing per unit pricing for evaluation purposes. All Above Standard Services will be awarded on a call order/as needed basis, there is no guarantee the Above Standard Services will be requested. |
6 Month Option to Extend
| Solicitation: | 47QACA26R0274 |
| Title: | Loan File Review for Risk Oversight Support Services |
| Firm Name: | |
| 6 Month Option To Extend |
TEP 6 Month Option to Extend $0.00
| Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 5001 | 7(a) Origination Loan File Review – Firm-Fixed-Price per File | File Review | 999 | $0.00 | ||
| CLIN 5002 | 504 Origination Loan File Review – Firm-Fixed-Price per File | File Review | 394 | $0.00 | ||
| CLIN 5003 | 7(a) Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 394 | $0.00 | ||
| CLIN 5004 | 504 Servicing Loan File Review – Firm-Fixed-Price per File | File Review | 653 | $0.00 | ||
| CLIN 5005 | 7(a) Liquidation Loan File Review – Firm-Fixed-Price per Fil | File Review | 57 | $0.00 | ||
| CLIN 5006 | 504 Liquidation Loan File Review – Firm-Fixed-Price per File | File Review | 9 | $0.00 | ||
| CLIN 5007 | Partial Loan File Review (7(a) and 504) – Firm-Fixed-Price per File | File Review | 23 | $0.00 | ||
| CLIN 5008 | Virtual Data Warehouse - Firm-Fixed Price per Month (Estimated housing of 4,490 loans) | Month | 6 | $0.00 | ||
| $0.00 | Total For 6-Month Option to Extend Basic Services |
| Above Standard Services | Description | Unit | Quantity (Estimated) | Price Per Unit | Total | |
| CLIN 5009 | Special-Scope / Forensic Loan File Review – Firm-Fixed-Price per File | Loan File Review | 1 | $0.00 | ||
| CLIN 5010 | Ad Hoc Analytics and Ancillary Reports – Firm-Fixed-Price per Report | Report | 1 | $0.00 | ||
| CLIN 5011 | System Configuration / Customization Package – Firm-Fixed-Price per Package | |||||
| Package | 1 | $0.00 | ||||
| CLIN 5012 | On-Site Review Support – Firm-Fixed-Price per On-Site Day | Day On-Site | 1 | $0.00 | ||
| CLIN 5013 | Transition-In – Firm-Fixed-Price, Each | Transition In | 1 | $0.00 | ||
| CLIN 5014 | Transition-Out – Firm-Fixed-Price, Each | Transition Out | 1 | $0.00 | ||
| $0.00 | Total for 6-Month Option to Extend Above Standard Services |
| NOTE - Above Standard Services |
| This sheet is capturing per unit pricing for evaluation purposes. All Above Standard Services will be awarded on a call order/as needed basis, there is no guarantee the Above Standard Services will be requested. |
Wage Determination Crosswalk
| Wage Determination Crosswalk |
| Instructions |
Contractors that use any employees who are subject to the Service Contract Labor Standards (SCLS) formerly Service Contract Act (SCA), should list the labor categories used below. If this doesn't apply to any of the employees on this contract, you don't have to fill out the information below.
See RFP for Federal Holiday Information
| Full Time Employee: | 2080 hours | |||||||||||||
| Applicable Wage Determination: | ||||||||||||||
| Labor Category | Hours | Wage | Vacations | Paid Sick Leave | Holidays | Health and Welfare | Workman's Compensation | Other Fringe | Materials | Equipment | Subcontracts | G&A | Profit | |
| 1 | i.e. Janitor | |||||||||||||
| 2 | ||||||||||||||
| 3 | ||||||||||||||
| 4 | ||||||||||||||
| 5 | ||||||||||||||
| 6 | ||||||||||||||
| *Add Additional Rows as Needed |
GSA SCHEDULE LCATS & R
| GSA SCHEDULE | ||||||
| GSA LCAT | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 |
| Senior Consultant | ||||||
| Subject Matter Expert | ||||||
| Project Manager | ||||||
| Consultant | ||||||
| Lead Planner I | ||||||
| Lead Planner II | ||||||
| Analyst | ||||||
| Junior Analyst | ||||||
| Writer/Editor | ||||||
| Senior GIS Consultant | ||||||
| Junior GIS Consultant | ||||||
| Logistics Coordinator | ||||||
| Additional LCAT (Optional) | ||||||
| Additional LCAT (Optional) | ||||||
| Additional LCAT (Optional) | ||||||
| Additional LCAT (Optional) | ||||||
| Additional LCAT (Optional) |
File details come from the government source that posted it. Updated .