1-SF1447-73351019C0009-FTA-7a.pdf

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Attached to
Fiscal Transfer Agent (FTA) Services for the SBA 7(a) Loan Guaranty Program - 2019 Federal contract opportunity
Solicitation number
73351019C0009
Issued by
Small Business Administration Office of Performance Management and the Chief Financial Officer

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1 - SF 1447 - 73351019C0009

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Other files attached to Fiscal Transfer Agent (FTA) Services for the SBA 7(a) Loan Guaranty Program - 2019, newest first.
File Type Posted
4-Clauses&Provisions-FTA-7a-73351019C0009-REVISED-03062019.docx DOCX document
6-PastPerformanceform-FTA7(a)-73351019C0009_REVISED_3.6.19.docx DOCX document
5-FTA2019-PricingSchedule-REVISED_3.6.19.docx DOCX document
QATable-FTA_2019-fbo_73351019C0009-REVISED_3.6.19.docx DOCX document
4-Clauses&Provisions-FTA-7a-73351019C0009.pdf PDF
2-SOW-Attachmt13-SBAForm1502-FAQs-8pp.pdf PDF
2-SOW-Attachmt15-SecondaryMktProgramGuide-32pp.pdf PDF
2-SOW-Attachmt1-ScheduleofSBAFeesCollectedbyFTA-1pp.docx DOCX document
2-SOW-Attachmt12-SBAForm1502-ElectronicDataSpecifications-3pp.pdf PDF
2-SOW-Attachmt5-GuaranteedInterestCertificate-Specimen-2pp.pdf PDF
2-SOW-Attachmt8-SBAForm1088-SecondaryMktAssignmt&Disclsoure-6pp.pdf PDF
2-SOW-FTA-7a-SOW-2019-OPSM-73351019C0009.pdf PDF
2-SOW-Attachmt14-SBAForm159-FeeDisclosure&CompensationAgt-3pp.pdf PDF
3-SOW-Outline-FTA-7a-SOW-2019-OPSM-73351019C0009.docx.pdf PDF
2-SOW-Attachmt7-Guaranteed_Loan_Pool_Certificate-Specimen-2pp.docx.pdf PDF
2-SOW-Attachmt16-Non-DisclosureAgt-2pp.pdf.docx DOCX document
2-SOW-Attachmt10-Multi-PartyAgtforSecuritization-26pp.pdf PDF
2-SOW-Attachmt2-ProgramActivity-3pp.docx DOCX document
2-SOW-Attachmt3-FlowofFunds-SecondaryMktTransaction-1pp.docx DOCX document
2-SOW-Attachmt11-SBAForm1502-FieldDescriptions-3pp.pdf PDF
6-PastPerformanceform-FTA,7(a)-73351019C0009.docx DOCX document
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2-SOW-Attachmt6-SBAForm1454-ApplicationforPoolofGICs-2pp.pdf PDF
5-FTA2019-PricingSchedule.docx DOCX document
2-SOW-Attachmt4-SBAForm1086-SecondaryParticipationGuarantyAgt-27pp.pdf PDF
SOW-FTA-7a-SOW-2019-OPSM-73351019C0009.docx DOCX document
SOW-Outline-FTA-7a-SOW-2019-OPSM-73351019C0009.docx DOCX document
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Text version

SOLICITATION/CONTRACT 1. THIS CONTRACT IS A RATED

5. SOLICITATION TYPE2. CONTRACT NO. 4. SOLICITATION NUMBER

PAGE OF PAGES

7. ISSUED BY CODE 8. THIS ACQUISITION IS

BIDDER/OFFEROR TO COMPLETE BLOCKS 11, 13, 15, 21, 22, & 27

RATING

ORDER UNDER DPAS (15 CFR 700)

3. AWARD/

EFFECTIVE DATE ISSUE DATE

6. SOLICITATION

UNRESTRICTED OR SET ASIDE:

SMALL BUSINESS

SIZE STANDARD:

9. (AGENCY USE)

NO COLLECT CALLS

10. ITEMS TO BE PURCHASED (BRIEF DESCRIPTION)

SUPPLIES SERVICES

11. IF OFFER IS ACCEPTED BY THE GOVERNMENT WITHIN

CALENDAR DAYS (60 CALENDAR DAYS UNLESS OFFEROR INSERTS A DIFFERENT

PERIOD) FROM THE DATE SET FORTH IN BLOCK 9 ABOVE, THE CONTRACTOR

AGREES TO HOLD ITS OFFERED PRICES FIRM FOR THE ITEMS SOLICITED

HEREIN AND TO ACCEPT ANY RESULTING CONTRACT SUBJECT TO THE TERMS

AND CONDITIONS STATED HEREIN.

CODE 12. ADMINISTERED BY

13. CONTRACTOR FACILITY 14. PAYMENT WILL BE MADE BY CODE CODE

OFFEROR CODE

TELEPHONE NO.

DUNS NO.

CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK:

15. PROMPT PAYMENT DISCOUNT 16. AUTHORITY FOR USING OTHER

THAN FULL AND OPEN COMPETITION

10 U.S.C. 2304 41 U.S.C. 253

NEGOTIATED

(RFP)

SEALED BIDS

(IFB)

1 5

04/01/2019

Denver Acquisition Office for SBA Denver Finance Center 721 19th Street Suite 301 Denver CO 80202

Fiscal Transfer Agent Services (FTA) for the SBA 7(a) Loan Guaranty Program - 2019

Denver Acquisition Office for SBA Denver Finance Center 721 19th Street Suite 300

208050

Denver CO 80202

Small Business Administration Attn: Accounts Payable **SBA is now accepting invoices only by email to JAAMSCP@sba.gov** Denver CO 80259

Not Available

NET 30

303020

73351019C0009 x

% FOR:X

x

208050

Fiscal Transfer Agent Services for the SBA 7(a) Loan Program

NAICS:

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED VETERAN-

OWNED SMALL BUSINESS

8(A)

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOSB PROGRAM

EDWOSB

17.

ITEM NO.

18.

SCHEDULE OF SUPPLIES/SERVICES

19.

QUANTITY

20.

UNIT

21.

UNIT PRICE

22.

AMOUNT

Tax ID Number: Not Available

DUNS Number: Not Available

This Contract is for the services of the Fiscal

Transfer Agent (FTA) for the Secondary Market for the SBA 7(a) Guaranteed Loan Program.

This is a no-cost contract to the Government in that the Contractor is not compensated by

Continued ...

27. SIGNATURE OF OFFEROR/CONTACTOR 28. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

NAME AND TITLE OF SIGNER (TYPE OR PRINT) DATE SIGNED NAME OF CONTRACTING OFFICER DATE SIGNED

25. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET

FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY CONTINUATION SHEETS

SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED HEREIN.

26. AWARD OF CONTRACT: YOUR OFFER ON SOLICITATION

NUMBER SHOWN IN BLOCK 4 INCLUDING ANY ADDITIONS

OR CHANGES WHICH ARE SET FORTH HEREIN, IS

ACCEPTED AS TO ITEMS:

23. ACCOUNTING AND APPROPRIATION DATA 24. TOTAL AWARD AMOUNT

(FOR GOVERNMENT USE ONLY)

See Schedule

Cheryl T. Flanagan x

$0.00

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION NOT USABLE

STANDARD FORM 1447 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.214(d)

COPIES TO

TYPE OR PRINT NAME AND TITLE OF SIGNER

SIGNATURENAME AND ADDRESS OF FIRM (Include ZIP Code)

WE DO NOT, DESIRE TO BE RETAINED ON THE MAILING LIST FOR FUTURE PROCUREMENT OF THE TYPE OF ITEMS INVOLVEDWE DO

DO NOT REGULARLY MANUFACTURE OR SELL THE TYPE OF ITEMS INVOLVED

CANNOT MEET DELIVERY REQUIREMENT

OTHER (Specify)

UNABLE TO IDENTIFY THE ITEM(S)

CANNOT COMPLY WITH SPECIFICATIONS

PAGE

NO RESPONSE FOR REASONS CHECKED

5 2 OF

DATE AND LOCAL TIME

AFFIX

STAMP

HERE

TO:

FROM:

SOLICITATION NO.

Denver CO 80202

Denver Acquisition Office for SBA Denver Finance Center 721 19th Street Suite 301

208050

STANDARD FORM 1447 (REV. 2/2012) BACK

(A)

ITEM NO.

(B)

SUPPLIES/SERVICES

(C)

QUANTITY

(D)

UNIT

(E)

UNIT PRICE

(F)

AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 5

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

73351019C0009 appropriated dollars.

This Contract is for a Base Year and six Option

Years as follows:

Base Year - April 1, 2019 through March 31, 2020;

Option Year 1 - April 1, 2020 through March 31, 2021;

Option Year 2 - April 1, 2021 through March 31, 2022;

Option Year 3 - April 1, 2022 through March 31, 2023;

Option Year 4 - April 1, 2023 through March 31, 2024;

Option Year 5 - April 1, 2024 through March 31, 2025; and

Option Year 6 - April 1, 2025 through March 31, 2026.

The following documents are attached and incorporated into this contract:

*Attachment 1, Performance-Based Statement of

Work (SOW), consisting of 31 pages;

*Attachment 2, Contract Clauses, consisting of X pages;

*Attachment 3, SOW Attachments 1 - 16, consisting of x pages;

*Attachment 4, Contractor's Technical Proposal, consisting of x pages;

*Attachment 5, Contractor's Pricing Schedule, consisting of x pages; and

*Attachment 6, Wage Determination, consisting of x pages.

Delivery Location Code: 503200

Small Business Administration

Loan Programs Division

409 3rd St., S.W.

Washington DC 20416

FOB: Destination

Period of Performance: 05/01/2019 to 04/30/2020

0001 Fiscal Transfer Agent Services (FTA) for the SBA 0.00

7(a) Loan Guaranty Program - Base Year -

05/01/2019 through 04/30/2020

Obligated Amount: $0.00

Requisition No: 9503200EQ0001

Continued ...

NSN 7540-01-218-4386 STANDARD FORM 1447 (REV. 2/2012)

(B)

SUPPLIES/SERVICES

(C)

QUANTITY

(D)

UNIT

(E)

UNIT PRICE

(F)

AMOUNT

NAME OF OFFEROR OR CONTRACTOR

4 5

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

73351019C0009

Accounting Info:

1818.80100DA.503200.10000.2519.610001.0000000

Funded: $0.00

0002 Fiscal Transfer Agent Services (FTA) for the SBA 0.00

7(a) Loan Guaranty Program - Option Year 1 -

05/01/2020 through 04/30/2021

Amount: $0.00(Option Line Item)

Anticipated Exercise Date04/15/2020

Accounting Info:

Funded: $0.00

0003 Fiscal Transfer Agent Services (FTA) for the SBA 0.00

7(a) Loan Guaranty Program - Option Year 2 -

05/01/2021 through 04/30/2022

Amount: $0.00(Option Line Item)

Anticipated Exercise Date04/15/2021

Accounting Info:

Funded: $0.00

0004 Fiscal Transfer Agent Services (FTA) for the SBA 0.00

7(a) Loan Guaranty Program - Option Year 3 -

05/01/2022 through 04/30/2023

Amount: $0.00(Option Line Item)

Anticipated Exercise Date04/15/2022

Accounting Info:

Funded: $0.00

0005 Fiscal Transfer Agent Services (FTA) for the SBA 0.00

7(a) Loan Guaranty Program - Option Year 4 -

05/01/2023 through 04/30/2024

Amount: $0.00(Option Line Item)

Anticipated Exercise Date04/15/2023

Accounting Info:

Funded: $0.00

0006 Fiscal Transfer Agent Services (FTA) for the SBA 0.00

7(a) Loan Guaranty Program - Option Year 5 -

05/01/2024 through 04/30/2025

Amount: $0.00(Option Line Item)

Anticipated Exercise Date04/15/2024

Continued ...

(B)

SUPPLIES/SERVICES

(C)

QUANTITY

(D)

UNIT

(E)

UNIT PRICE

(F)

AMOUNT

NAME OF OFFEROR OR CONTRACTOR

5 5

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

73351019C0009

Accounting Info:

Funded: $0.00

0007 Fiscal Transfer Agent Services (FTA) for the SBA 0.00

7(a) Loan Guaranty Program - Option Year 6 -

05/01/2025 through 04/30/2026

Amount: $0.00(Option Line Item)

Anticipated Exercise Date04/15/2025

Accounting Info:

Funded: $0.00

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