B05_73351018R0010_Attachment_2_Pricing_Sample.docx

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SBA-ODA Data Analysis and Loan Recommendation Services Federal contract opportunity
Solicitation number
73351018R0010
Issued by
Small Business Administration

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Solicitation Number 73351018R0010 Document Title Data Analysis and Loan Recommendation Services Page

ATTACHMENT 2a

IDIQ PRICING

Data Analysis and Loan Recommendation Services

SBA is looking for prices based on the following samples of labor categories, loan recommendation services, and other charges.

Contractor may submit this information in their own format. This is only to give you an idea of what the government is looking for in the price proposal/quote. Your response must have at a minimum this information.

The IDIQ contract will set the approved firm fixed rates per year for the labor categories that are anticipated and the fixed rates per loan recommendation per year throughout the life of the IDIQ contract.

LABOR CATEGORIES AND RATES:

Any and all labor categories that will be used over the life of the IDIQ contract need to be priced out in order for them to be used in the task orders that will be placed against the IDIQ.

Labor Category
Base Year Labor Rate
Option Year 1 Labor Rate
Option Year 2 Labor Rate
Option Year 3 Labor Rate
Option Year 4 Labor Rate

Labor Category 1 Program/Project Manager

$
$
$
$
$

Labor Category 2 Quality Assurance Specialist

$
$
$
$
$

Labor Category 3

$
$
$
$
$

Labor Category 4

$
$
$
$
$

Labor Category 5

$
$
$
$
$

Labor Category 6

$
$
$
$
$

Labor Category 7

$
$
$
$
$

Labor Category 8

$
$
$
$
$

Labor Category 9

$
$
$
$
$

LOAN RECOMMENDATIONS:

The IDIQ contract must have the Prices for loan recommendations per year.

The below chart is not set in the terms of how the pricing must be submitted, it is included to show that SBA is not opposed to having a tiered pricing structure to take advantage of discounts for higher volume of loan recommendations.

Loan Recommendations
Base Year Rate
Option Year 1 Rate
Option Year 2 Rate
Option Year 3 Rate
Option Year 4 Rate
Per Loan Recommendation: Rate Per Recommendation
$
$
$
$
$

Tier Level Pricing

Loan Recommendations
Base Year Rate
Option Year 1 Rate
Option Year 2 Rate
Option Year 3 Rate
Option Year 4 Rate

Tier 1 Rate Per Recommendation from 1 to 15,000

$
$
$
$
$

Tier 2 Rate Per Recommendation from 15,001 to 30,000

$
$
$
$
$

Tier 3 Rate Per Recommendation from 30,001 to 45,000

$
$
$
$
$

Tier 4 Rate Per Recommendation from 45,001 to 60,000

$
$
$
$
$

Tier 5 Rate Per Recommendation from 60,001 to 75,000

$
$
$
$
$

Tier 6 Rate Per Recommendation from 75,001 to 90,000

$
$
$
$
$

Tier 7 Rate Per Recommendation from 90,001 and up

$
$
$
$
$

OTHER CHARGES:

All other charges that are associated with this requirement must be priced out. It is required that you state whether or not you anticipate any charges for the base and option years.

Misc. Charges
Base Year Rate
Option Year 1 Rate
Option Year 2 Rate
Option Year 3 Rate
Option Year 4 Rate
Misc. 1
$
$
$
$
$
Misc. 2
$
$
$
$
$
Misc. 3
$
$
$
$
$
Misc. 4
$
$
$
$
$

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ATTACHMENT 2b

FIRST TASK ORDER PRICING

Data Analysis and Loan Recommendation Services

The first task order will allow for Firm Fixed Price and/or Time and Materials/Labor Hour requirements based on your pricing structure.

The first order requires that you specify the labor categories, the fixed price labor rates and number of hours associated with each category in order to accomplish the documenting and implementing business rules, system integration, system testing, program/project management, loan recommendations and any other costs associated with this requirement. All anticipated costs must be stated in order to issue the award.

LABOR CATEGORIES AND RATES:

All labor categories that are required to accomplish this order are needed to be priced in the IDIQ contract. Please apply any and all discounts that will be given.

Labor Category
Labor Rate
No. of Hours
Total

Labor Category 1 Program/Project Manager

Labor Category 2 Quality Assurance Specialist

Labor Category 3
$
Labor Category 4
$
Labor Category 5
$
Labor Category 6
$
Labor Category 7
$
Labor Category 8
$
Labor Category 9
$

Total Labor Required:

Total Estimate No. of Hours:
$

LOAN RECOOMENDATIONS:

The Data Analysis and Loan Recommendation Services prices must be set in the IDIQ contract with a maximum value that will not be exceeded. The task order cannot exceed the prices that are established in the IDIQ contract but can be discounted.

The below chart is not set in the terms of how the pricing must be submitted, it is included to show that SBA is not opposed to having a tiered pricing structure to take advantage of discounts for higher volume of loan recommendations. It is up to the contractors to set the structure based on how they want to propose.

Loan Recommendation
Base Year Recommendation Rates
Per Loan Recommendation – Rate Per Recommendation
$
Tier 1 Rate Per Recommendation from 1 to 15,000
$
Tier 2 Rate Per Recommendation from 15,001 to 30,000
$
Tier 3 Rate Per Recommendation from 30,001 to 45,000
$
Tier 4 Rate Per Recommendation from 45,001 to 60,000
$
Tier 5 Rate Per Recommendation from 60,001 to 75,000
$
Tier 6 Rate Per Recommendation from 75,001 to 90,000
$
Tier 7 Rate Per Recommendation from 90,001 and up
$

OTHER CHARGES:

All other charges that are associated with this requirement must be priced out.

Misc. Charges
Rate
Unit (if Applicable)
Quantity (if Applicable)
Total
Misc. 1
$
Misc. 2
$
Misc. 3
$
Misc. 4
$

Total Misc.

TOTALS:

Sub-Total Firm Fixed Price Labor:
$

Sub-Total Not to Exceed Data Analysis and Loan Recommendation Cost:

Tier 1 Rate Per Recommendation from 1 to 15,000:

Sub-Total Firm Fixed Price Misc. Other Charges:
$
Total Order Amount:
$

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