73351023R0027 SF30 Amendment 1 RFQ Valuation.pdf

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Attached to
SBA Independent Valuation Consulting Services Federal contract opportunity
Solicitation number
73351023R0027
Issued by
Small Business Administration

About this file

This document is an amendment to a solicitation for an indefinite-delivery, indefinite-quantity contract for independent valuation consulting services for the Small Business Administration's Office of Investment and Innovation SBIC Program. The amendment responds to questions received on September 8, 2023 and confirms the proposal due date of September 15, 2023 at 1:00 ET. The IDIQ has a base period of five years and a six-month option period. The minimum value of task orders issued against each awarded contract is $15,000 and the maximum is $15,000,000. The amendment attaches pricing sheets, cybersecurity language, reporting templates, agreements, checklists and a past performance questionnaire.

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(x)

73351023R0027 x x copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT

THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

DENVER CO 80202

208050

SUITE 300

721 19TH STREET

DENVER FINANCE CENTER

DENVER ACQUISITION OFFICE FOR SBA

DENVER CO 80202

208050

SUITE 301

721 19TH STREET

DENVER FINANCE CENTER

DENVER ACQUISITION OFFICE FOR SBA

09/01/20230001

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

09/01/2023

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not, is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

This Indefinite-Delivery Indefinite-Quantity (IDIQ) Contract is for Independent Valuation

Consulting Services for the Small Business Investment Company (SBIC) Program, the SBA

Office of Investment and Innovation (OII).

This IDIQ contract is a multiple award. The ordering period for the IDIQ is for a period of sixty (60) months, and a 6-month option period.

The minimum value of task orders (TOs) to be issued against each awarded IDIQ contract is

$15,000.00 over the life of the contract. The minimum will be satisfied by the issuance of the first TO. The maximum value of TOs to be issued against each awarded IDIQ contract is

$15,000,000.00.

Continued ...

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

Tracie J. Gutierrez

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

NSN 7540-01-152-8070

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

TEL: EMAIL: 303 844-3878 tracie.gutierrez@sba.gov

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 5

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

73351023R0027/0001

The purpose of Amendment 1 is to respond to questions that were received on September 8, 2023. The Proposal due date of September 15, 2023 at 1:00 ET remain unchanged.

The Government reserves the right but is not required to consider quotes received after the submission deadline at CO’s discretion.

Attached and a part of this IDIQ are the following documents:

Attachment 1 - Pricing Sheet IDIQ

Attachment 2 -

Cyber_Acquisition_Language_2022-02-25

Attachment 3 - Limitation on Subcontracting

Report Template

Attachment 4 - Contractor Confidentiality and

Non-Disclosure Agreement

Attachment 5 - Credit Report Release for

Employment

Attachment 6 - Contractor e-QIP Checklist

Attachment 7 - Past Performance Questionnaire

Attachment 8 - Questions and Answers

Period of Performance: 09/21/2023 to 09/20/2028

0001 Information Only

Ordering Period for Independent Valuation

Consulting Services

Contract Type will be defined at the Task Order

Level

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

0001AA Ordering Period for Independent Valuation

Consulting Services - OII – Exam Fees Funding

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

0001AB Ordering Period for Independent Valuation

Consulting Services - OII – Licensing Fees Funding

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

3 5

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

73351023R0027/0001

0001AC Ordering Period for Independent Valuation

Consulting Services - DoD Funding

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

0002 Ordering Period: Other Direct Cost (ODC) for

Independent Valuation Consulting Services

Time and Material

(Option Line Item)

Anticipated Exercise Date09/01/2023

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

0003 Ordering Period: Travel for Independent Valuation

Consulting Services

Cost Reimbursable

(Option Line Item)

Anticipated Exercise Date11/01/2023

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

1001 Information Only

Option Period 5-6-Month Extension: Independent

Valuation Consulting Services

Labor Hour (LH) with fixed labor rates

(Option Line Item)

Anticipated Exercise Date09/01/2028

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

Period of Performance: 09/21/2028 to 03/21/2029

1001AA Option Period 5-6-Month Extension: Independent

Valuation Consulting Services - OII – Exam Fees

Funding

Labor Hour (LH) with fixed labor rates

(Option Line Item)

Anticipated Exercise Date09/01/2028

Product/Service Code: R499

Product/Service Description: SUPPORT-

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

4 5

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

73351023R0027/0001

PROFESSIONAL: OTHER

Period of Performance: 09/21/2028 to 03/21/2029

1001AB Option Period 5-6-Month Extension: Independent

Valuation Consulting Services - OII – Licensing

Fees Funding

Labor Hour (LH) with fixed labor rates

(Option Line Item)

Anticipated Exercise Date09/01/2028

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

Period of Performance: 09/21/2028 to 03/21/2029

1001AC Option Period 5-6-Month Extension: Independent

Valuation Consulting Services - OII – DoD Funding

(Option Line Item)

Anticipated Exercise Date09/01/2028

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

Period of Performance: 09/21/2028 to 03/21/2029

1002 Option Period 5-6 Month Extension: Other Direct

Cost (ODC) for Independent Valuation Consulting

Services

Time and Material

(Option Line Item)

Anticipated Exercise Date11/01/2028

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

Period of Performance: 09/21/2028 to 03/21/2029

1003 Option Period 5-6 Month Extension: Travel for

Independent Valuation Consulting Services

Cost Reimbursable

(Option Line Item)

Anticipated Exercise Date11/01/2028

Product/Service Code: R499

Product/Service Description: SUPPORT-

PROFESSIONAL: OTHER

Period of Performance: 09/21/2028 to 03/21/2029

The contractor shall not react to requests for changes, nor shall it be paid for any work

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

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CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

73351023R0027/0001 performed or expenses incurred that are not the subject of either a contracting officer’s notice to proceed or a formal written task order or modification to a task order. The COR may provide technical direction only. Changes to the requirement and obligation can only be authorized and made by the Contracting Officer.

Please enroll and submit all invoices through https://www.ipp.gov/ and notify the CO and COR.

Make sure you invoice has the following information on it:

IDIQ Number: TBD

Task Order Number: At the Task Order Level. No billing will occur at the IDIQ Level.

Please contact the Contracting Officer or the COR with any questions.

Contracting Officer:

Ms. Tracie Gutierrez

Office: (303) 844-3878

Cell: (720) 425-0707

Email: tracie.gutierrez@sba.gov

Contracting Officer Representative:

Francoise Bernard

(202) 272-3619 francoise.bernard@sba.gov

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

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