Attachment 9 -QA Independet Valuation Govt Response.xlsx

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

About this file

This document contains questions and answers regarding a solicitation for independent valuation consulting services. The Small Business Administration is seeking these services to conduct valuations, risk assessments, and training. The incumbent contractor is Signet Partners A Corp under the current contract ending in 2023. Offerors should submit separate technical volumes for the IDIQ and Task Order 1, including staffing plans and past performance examples. Pricing should be based on hourly rates for tasks such as database access, special projects, and risk assessments defined at the task order level. The submission deadline is September 15, 2023.

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Q&A Solicitation: 73351023R0027 Independent Valuation Consulting Services Questions and Answers

Question No.RFP Attachment No.REFERENCEQUESTIONGovernment Response
PageSectionPara.
1SOW94Task 101. Will access to all three databases listed in the SOW (Pitchbook, Prequin, LexisNexis) be required?

2. Is the Offeror expected to provide access to these databases at their own cost or will OII be providing the funding for subscription(s) through this contract? (Task Order Level)

3. Please confirm these services provided to SBA will be excluded from the Report on Limitations on Subcontracting. 1. No. these are optional, if SBA elects to purchase. This contract is a vehicle for SBA to purchase if necessary. 2. No the Offeror is not expected to use their own funds for these databases. Yes, OII will provide funding if OII elects to purchase. 3. No, You will not be exempt from the Limitation on Subcontracting: IAW FAR 52.219-14(b)(1) it states:

(b) Definition. Similarly situated entity, as used in this clause, means a first-tier subcontractor, including an independent contractor, that—

(1) Has the same small business program status as that which qualified the prime contractor for the award (e.g., for a small business set-aside contract, any small business concern, without regard to its socioeconomic status)

2SOW94Task 10For all tasks using the databases listed related to research,projects and other deliverables, will billing be done utilizing hourly rates? Will this work be issued at the Task Order level?Database access is expected to be for SBA personnel, maybe available to contractors, to access. Yes, hourly rates will be used if contractors are asked to use databases. Any request will be mutually agreed upon in writing. Yes, this would be an optional order at the Task Order level.
3SOW15-1618Key PersonnelCan an individual be proposed for more than one Key Personnel role and/or multiple roles? (i.e. porposed individual is qualified as both a general partner and subject matter expert and can perform both functions)That is at the contractors discretion on how they want to propose as that is a business decision that the contractor will need to make.
4SOW522.1Factors 1 and 2Page limit total for the IDIQ volume is listed as 20 pages, page limit for the TO1 volume is listed as 10 pages.

1. Is the 5 page staffing plan included in these page limits or added as additional?

2. Are Past Performance write-ups included in the page counts? (Pg. 51 states no page limit)

3. Are resumes and commitment letters included in the page counts?This does not account for the past performance or the 5 page limit on the staffing plan, however, resumes and commitment letters are part of the 20 page count
5SOW522.1Factor 1Is the offeror expected to address Task 8 in the IDIQ Technical Approach given that a separate technical volume is requested for TO 1 which addresses this task?The contractor will address it at the IDIQ level and TO 1 Task 9 will be addressed at the IDIQ and TO level
6SOW522.1Factor 1Instructions state under item 1 that we must provide examples of similar deliverables on prior engagements in the IDIQ technical approach. Does this mean we are expected to include copies of deliverables produced in the past (if yes, are there page limits)? Or is discussion of the deliverables produced in our past performance write-up sufficient to address this item?The contractor shall not exceed 20 pages that will include a table of contents, statement of purpose, standard of value, summary of conclusion

(For example of a valuation or risk assessement: In addition to the Table of Contents, Statement of Purpose, Standards of Value and Summary Conclusion, include the Scope of the Engagement/project)

7 SOW 51-52 2.0 and 2.1 Multiple Top of page 51 states the Offeror is required to submit two (2) technical volumes (one for the IDIQ and one for the TO) that includes the 3 Non-Price Factors - Technical Approach, Hiring and Retention, and Past Performance. Please clarify if the Offeror is expected to provide a staffing plan, including resumes/commitment letters of key personnel as well as 3 past performance examples and Past Performance Questionnaires for the Task Order 1- High Risk Assessment Technical. *Note: Hiring and Retention, and Past Performance will not be required at the Task Order level only at the IDIQ level.

Resumes and letters of commitment will be required at the Task Order level (TO 1).

8SOW542.1Factor 4Given that the current timeframe for return of Past Performance Questionnaires is only a couple days, can the deadline for receipt of Past Performance Questionnaires be extended to the due date of the proposals, September 15th, 2023 at 1:00 pm ET?The date of submittal has been changed to September 15, 2023
9SOW512Proposal Instructions1. Please confirm that the Offeror is required to provide the Contractor Confidentiality and Non-Disclosure Agreement, Credit Release for Employment, and Contractor e-QIP Checklist forms only upon award and not as a part of the proposal submission?No the contractors will submit Contractor Confidentiality and Non-Disclosure Agreement, Credit Release for Employment, and Contractor e-QIP Checklist forms at time of award.
10111IDIQ Pricing WorksheetPlease confirm that Tasks 6-8 will be bid at the task order level based on hourly rates?Yes. Tasks 6-8 will be defined at the Task Order level based upon mutually agreed upon rates and labor categories.

The contractor has the option of providing a range for these taskings at the IDIQ level but they will not flow down to the Task Order as this is to determine if the taskings are understood.

11111IDIQ Pricing WorksheetTask 4-Special Purpose, Valuation and/or Accounting and Training Services is included under CLIN 0001 as Firm Fixed Price task (unit price bid). However, it appears based on the description of this task in the SOW (pg. 5) that work could include a variety of different projects and therefore would be completed based on an hourly rate. Please clarify how the offeror is expected to provide a pricing for this task?Yes, this will be based on a mutually agreed upon in writing, not to exceed hourly rate depending on the project. Pricing will be based on the hourly rates.
121011TO1- Task 9 Special Purpose Define Risk AssessmentsPlease confirm if the Offeror is to utilize the SOW in Attachment 10 as a basis for completing Attachment 2- Pricing Sheet TO 1.Yes.
13211Pricing Sheet TO 1The pricing sheet for Task Order 1 contains valuation tasks which do not appear to be related to the Task Order 1 Assessment work. Please clarify how the offeror is to complete Attachment 2-Pricing Sheet TO 1.The pricing sheet has been corrected to only account for Task 9 at the TO level.
brand new contract OR if there is (was) an incumbent performing these services.This is a recompete and the awardee of the current contract is Signet Partners A Corp. and the current contract is 73351018C0032

NOTE: It needs to be noted that DoD is NOT part of the current contract.

SOLICITATION NO. N40084-12-R-6500

PROJECT TITLE/LOCATION:

GOVERNMENT PRE PROPOSAL INQUIRY FORM

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