73351025R0023 SF18 UCC Filing..pdf
PDF 112 KB Posted
- Solicitation number
- 73351025R0023
- Issued by
-
Small Business Administration
About this file
This is a Request for Quotations (RFQ) issued by the Small Business Administration (SBA) for filing COVID-19 Economic Injury Disaster Loan (EIDL) Uniform Commercial Code (UCC) Continuation Statements. The contract is a single award with a base period of one year and two one-year option periods, beginning estimated April 28, 2025. The solicitation is a small business set-aside with multiple Contract Line Item Numbers (CLINs) covering servicing fees for UCC continuation statements and financing statements across different loan value ranges ($25,001 to $500,000+).
Key response dates include Phase One due March 17, 2025, Phase Two due April 8, 2025, with oral presentations scheduled for April 18-20, 2025. The contract requires the contractor to file UCC continuation statements and UCC1 financing statements, with payment structured as firm fixed price servicing fees and cost reimbursement for actual filing fees. The contractor will be responsible for paying state filing fees and will be reimbursed monthly. The Product Service Code is R699 (Support-Administrative: Other), and the NAICS code is 561499. The Contracting Officer is Tracie Gutierrez from the SBA's Office of the Chief Acquisition Officer, and the Contracting Officer Representative is Daniel Barboza from the Office of Capital Access.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| B02_ Attachment 4_Question Answer Gov Response.xlsx | XLSX spreadsheet | |
| B02_Attachment 1_SOW v2_12 Mar 2025.docx | DOCX document | |
| 73351025R0023 Amendment 2 Respond to Q and A.pdf | ||
| B02_Attachment 1_SOW v1_10 Mar 2025.docx | DOCX document | |
| B02_ Attachment 4_Question Answer.xls | XLS spreadsheet | |
| B02_Attachment 3_Past Performance Questionnaire.docx | DOCX document | |
| Exhibit A - Projections by Fiscal Year 2025-2027.xlsx | XLSX spreadsheet | |
| B02_Attachment 1_SOW_5 Mar 2025.docx | DOCX document | |
| B02_Attachment 2_Pricing Worksheet.xlsx | XLSX spreadsheet | |
| B02_Combined Synopsis Solicitation FAR 12 and 15_UCC_1-17-25.docx | DOCX document |
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Text version
73351025R0023
1. REQUEST NO.
5a. ISSUED BY
NAME
a. NAME
c. STREET ADDRESS
d. CITY
10. PLEASE FURNISH QUOTATIONS TO
THE ISSUING OFFICE IN BLOCK 5a ON
OR BEFORE CLOSE OF BUSINESS (Date)
2. DATE ISSUED 3. REQUISITION/PURCHASE REQUEST NO. 4. CERT. FOR NAT. DEF.
UNDER BDSA REG. 2
AND/OR DMS REG.1
RATING
6. DELIVERY BY (Date)
7. DELIVERY
9. DESTINATION
a. NAME OF CONSIGNEE
b. STREET ADDRESS
PAGE OF PAGES
5b. FOR INFORMATION CALL: (No collect calls)
TELEPHONE NUMBER
AREA CODE NUMBER
8. TO:
b. COMPANY
e. STATE f. ZIP CODE
c. CITY
d. STATE e. ZIP CODE
IMPORTANT: This is a request for information, and quotations furnished are not offers. If you are unable to quote, please so indicate on this form and return it to the address in Block 5a. This request does not commit the Government to pay any costs incurred in the preparation of the submission of this quotation or to contract for supplies or services. Supplies are of domestic origin unless otherwise indicated by quoter. Any representations and/or certifications attached to this Request for Quotations must be completed by the quoter.
11. SCHEDULE (Include applicable Federal, State and local taxes)
THIS RFQ
REQUEST FOR QUOTATION
(THIS IS NOT AN ORDER)
IS IS NOT A SMALL BUSINESS SET ASIDEX
1 10
409 3RD STREET SW
WASHINGTON DC 20416
OFFICE OF THE CHIEF ACQUISITION OFF
Multiple
SMALL BUSINESS ADMINISTRATION
IMMEDIATE OFFICE - OPS
409 3RD ST SW
WASHINGTON
DC 20416
303 844-3878Tracie Gutierrez
1300 ET
FOB DESTINATION
OTHER
(See Schedule)X
ITEM NO.
(a)
SUPPLIES/SERVICES
(b)
QUANTITY
(c)
UNIT
(d)
UNIT PRICE
(e)
AMOUNT
(f)
This Contract is for the Filing COVID-19 EIDL Uniform Commercial Code (UCC) Continuation Statements for the Small Business Office of Capital Access (OCA)/Office of Financial Programs Operation (OFPO)
This contract is a single award. The ordering Period of Performance (POP) is for a Base Period of one (1) year, two (2) one-year option periods.
Questions shall be submitted in writing with Attachment 4-Questions and Answers via e-mail to the e Contracting Officer, Tracie.Gutierrez@sba.gov no later than 1:00 PM ET on March 12, 2025.
Continued ...
12. DISCOUNT FOR PROMPT PAYMENT
a. 10 CALENDAR DAYS (%) b. 20 CALENDAR DAYS (%) c. 30 CALENDAR DAYS (%) d. CALENDAR DAYS
NUMBER PERCENTAGE
NOTE: Additional provisions and representations
13. NAME AND ADDRESS OF QUOTER
b. STREET ADDRESS
c. COUNTY
d. CITY e. STATE f. ZIP CODE
14. SIGNATURE OF PERSON AUTHORIZED TO
SIGN QUOTATION
16. SIGNER
a. NAME (Type or print)
c. TITLE (Type or print)
a. NAME OF QUOTER
AREA CODE
NUMBER
15. DATE OF QUOTATION
b. TELEPHONE are are not attached
AUTHORIZED FOR LOCAL REPRODUCTION
Previous edition not usable
STANDARD FORM 18 (REV. 6-95)
Prescribed by GSA - FAR (48 CFR) 53.215-1(a)
ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT
NAME OF OFFEROR OR CONTRACTOR
2 10
CONTINUATION SHEET
REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF
(A) (B) (C) (D) (E) (F)
73351025R0023
Response due dates:
1. Phase One by March 17, 2025, at 1:00 PM ET.
2. Phase Two by April 8, 2025, at 1:00 PM ET, advisory down select will be provided by April
11, 2025
3. Oral Presentations: April 18-20, 2025
Performance begins: Estimated April 28, 2025
Attached as part of this contract are the following documents:
1. 73351025R0023 SF18 UCC Filing
2. B02 Attachment 1 SOW UCC Filing 2-25-25
3. B02_Attachment 2_Pricing Worksheet
4. B02_Attachment 3_Past Performance Questionnaire
5. B02_Attachment 4_Question Answer Template
6. B02_Combined Synopsis Solicitation FAR 12 and
15_UCC_1-17-25
7. Exhibit A - Projections by Fiscal Year
2025-2027
Period of Performance:
Base April 28, 2025 – April 27, 2026
Option 1 April 28, 2026 – April 27, 2027
Option 2 April 28, 2027 – April 27, 2028
Period of Performance: 03/24/2025 to 03/23/2026
0001 CLIN 0001 – Optional Base Year Quantity
-Servicing Fee for UCC Continuation Statements -
Servicing Fee for UCC Continuation Statement
Filings for Loans Above $500K+
Pricing Type: Firm Fixed Price
Contract Period: Base
Description: The contractor will file UCC continuation statements and submit accurate, complete and timely deliverables in accordance with the government’s work statement. For these services, the contractor will be paid a fixed servicing fee per each UCC filing completed timely. This fee should represent the full scope of services provided as additional compensation will not be provided. The contractor will be paid monthly for all filings completed during the month prior.
Continued ...
NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)
3 10
CONTINUATION SHEET
REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF
(A) (B) (C) (D) (E) (F)
73351025R0023
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
Period of Performance: 04/28/2025 to 04/27/2026
0002 CLIN 0002 – Optional Base Year Quantity
-Servicing Fee for UCC Continuation Statement
Filings for Loans Above $200,001 - $500,000
Pricing Type: Firm Fixed Price
Contract Period: Base
Description: The contractor will file UCC1 financing statements and submit accurate, complete and timely deliverables in accordance with the government’s work statement. For these services, the contractor will be paid a fixed servicing fee per each UCC1 filing completed timely. This fee should represent the full scope of services provided as additional compensation will not be provided. The contractor will be paid monthly for all filings completed during the month prior.
(Option Line Item)
Anticipated Exercise Date 05/01/2025
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
Period of Performance: 04/28/2025 to 04/27/2026
0003 CLIN 0003 – Optional Base Year Quantity -
Servicing Fee for UCC Continuation Statement
Filings loans $50,001 - $200,000
Pricing Type: Firm Fixed Price
Contract Period: Base
Description: The contractor will be responsible for paying the UCC or UCC1 filing fee at time of filing and will be reimbursed by the government monthly for all filings completed during the month prior. There will be no funds obligated on this CLIN as the filing fee will be reimbursed to the contractor at cost from each loan where a UCC continuation statement or UCC1 financing statement is filed. Filing fees vary by state and must be recorded accurately by loan for purposes
4 10
CONTINUATION SHEET
REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF
(A) (B) (C) (D) (E) (F)
73351025R0023 of reimbursement. The reimbursement to the contractor will be completed outside of this contract but governed by the terms of this contract.
(Option Line Item)
Anticipated Exercise Date 05/01/2025
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
Period of Performance: 04/28/2025 to 04/27/2026
0004 CLIN 0004 – Servicing Fee for UCC Continuation
Statement Filings $25,001 - $50,000
Pricing Type: Firm Fixed Price
Contract Period: Base
Description: The contractor will be responsible for paying the UCC or UCC1 filing fee at time of filing and will be reimbursed by the government monthly for all filings completed during the month prior. There will be no funds obligated on this CLIN as the filing fee will be reimbursed to the contractor at cost from each loan where a UCC continuation statement or UCC1 financing statement is filed. Filing fees vary by state and must be recorded accurately by loan for purposes of reimbursement. The reimbursement to the contractor will be completed outside of this contract but governed by the terms of this contract.
(Option Line Item)
Anticipated Exercise Date 05/01/2025
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
Period of Performance: 04/28/2025 to 04/27/2026
0005 CLIN 0005 – Optional Base Year Quantity
-Servicing Fee for UCC1 Financing Statements
Pricing Type: Firm Fixed Price
Contract Period: Base
Description: The contractor will be responsible
5 10
CONTINUATION SHEET
REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF
(A) (B) (C) (D) (E) (F)
73351025R0023 for paying the UCC or UCC1 filing fee at time of filing and will be reimbursed by the government monthly for all filings completed during the month prior. There will be no funds obligated on this CLIN as the filing fee will be reimbursed to the contractor at cost from each loan where a UCC continuation statement or UCC1 financing statement is filed. Filing fees vary by state and must be recorded accurately by loan for purposes of reimbursement. The reimbursement to the contractor will be completed outside of this contract but governed by the terms of this contract.
(Option Line Item)
Anticipated Exercise Date 05/01/2025
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
Period of Performance: 04/28/2025 to 04/27/2026
0006 CLIN 0006 – Optional Base Year Quantity -Filing
Fee for UCC Continuation Statement and UCC1
Financing Statements
Pricing Type: Cost Reimbursement
Contract Period: Base
Description: The contractor will be responsible for paying the UCC or UCC1 filing fee at time of filing and will be reimbursed by the government monthly for all filings completed during the month prior. There will be no funds obligated on this CLIN as the filing fee will be reimbursed to the contractor at cost from each loan where a UCC continuation statement or UCC1 financing statement is filed. Filing fees vary by state and must be recorded accurately by loan for purposes of reimbursement. The reimbursement to the contractor will be completed outside of this contract but governed by the terms of this contract.
(Option Line Item)
Anticipated Exercise Date 05/01/2025
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
6 10
CONTINUATION SHEET
REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF
(A) (B) (C) (D) (E) (F)
73351025R0023
Period of Performance: 04/28/2025 to 04/27/2026
1001 CLIN 1001 – Servicing Fee for UCC Continuation
Statements
Pricing Type: Firm Fixed Price
Contract Period: Option 1
Description: The contractor will file UCC continuation statements and submit accurate, complete and timely deliverables in accordance with the government’s work statement. For these services, the contractor will be paid a fixed servicing fee per each UCC filing completed timely. This fee should represent the full scope of services provided as additional compensation will not be provided. The contractor will be paid monthly for all filings completed during the month prior.
(Option Line Item)
Anticipated Exercise Date 05/01/2026
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
Period of Performance: 04/28/2026 to 04/27/2027
1002 CLIN 1002 – Servicing Fee for UCC1 Financing
Statements
Pricing Type: Firm Fixed Price
Contract Period: Option 1
Description: The contractor will file UCC1 financing statements and submit accurate, complete and timely deliverables in accordance with the government’s work statement. For these services, the contractor will be paid a fixed servicing fee per each UCC1 filing completed timely. This fee should represent the full scope of services provided as additional compensation will not be provided. The contractor will be paid monthly for all filings completed during the month prior.
(Option Line Item)
Anticipated Exercise Date 05/01/2026
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
7 10
CONTINUATION SHEET
REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF
(A) (B) (C) (D) (E) (F)
73351025R0023
Period of Performance: 04/28/2026 to 04/27/2027
1003 CLIN 1003 – Filing Fee for UCC Continuation
Statement and UCC1 Financing Statements
Pricing Type: Cost Reimbursement
Contract Period: Option 1
Description: The contractor will be responsible for paying the UCC or UCC1 filing fee at time of filing and will be reimbursed by the government monthly for all filings completed during the month prior. There will be no funds obligated on this CLIN as the filing fee will be reimbursed to the contractor at cost from each loan where a UCC continuation statement or UCC1 financing statement is filed. Filing fees vary by state and must be recorded accurately by loan for purposes of reimbursement. The reimbursement to the contractor will be completed outside of this contract but governed by the terms of this contract.
(Option Line Item)
Anticipated Exercise Date 05/01/2026
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
Period of Performance: 04/28/2026 to 04/27/2027
2001 CLIN 2001 – Servicing Fee for UCC Continuation
Statements
Pricing Type: Firm Fixed Price
Contract Period: Option 2
Description: The contractor will file UCC continuation statements and submit accurate, complete and timely deliverables in accordance with the government’s work statement. For these services, the contractor will be paid a fixed servicing fee per each UCC filing completed timely. This fee should represent the full scope of services provided as additional compensation will not be provided. The contractor will be paid monthly for all filings completed during the month prior.
(Option Line Item)
8 10
CONTINUATION SHEET
REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF
(A) (B) (C) (D) (E) (F)
73351025R0023
Anticipated Exercise Date 05/01/2027
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
Period of Performance: 04/28/2027 to 04/27/2028
2002 CLIN 2002 – Servicing Fee for UCC1 Financing
Statements
Pricing Type: Firm Fixed Price
Contract Period: Option 2
Description: The contractor will file UCC1 financing statements and submit accurate, complete and timely deliverables in accordance with the government’s work statement. For these services, the contractor will be paid a fixed servicing fee per each UCC1 filing completed timely. This fee should represent the full scope of services provided as additional compensation will not be provided. The contractor will be paid monthly for all filings completed during the month prior.
(Option Line Item)
Anticipated Exercise Date 05/01/2027
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
Period of Performance: 04/28/2027 to 04/27/2028
2003 CLIN 2003 – Filing Fee for UCC Continuation
Statement and UCC1 Financing Statements
Pricing Type: Cost Reimbursement
Contract Period: Option 2
Description: The contractor will be responsible for paying the UCC or UCC1 filing fee at time of filing and will be reimbursed by the government monthly for all filings completed during the month prior. There will be no funds obligated on this CLIN as the filing fee will be reimbursed to the contractor at cost from each loan where a UCC continuation statement or UCC1 financing statement is filed. Filing fees vary by state and must be recorded accurately by loan for purposes of reimbursement. The reimbursement to the
9 10
CONTINUATION SHEET
REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF
(A) (B) (C) (D) (E) (F)
73351025R0023 contractor will be completed outside of this contract but governed by the terms of this contract.
(Option Line Item)
Anticipated Exercise Date 05/01/2027
Product/Service Code: R699
Product/Service Description: SUPPORT-
ADMINISTRATIVE: OTHER
Period of Performance: 04/28/2027 to 04/27/2028
The contractor shall not react to requests for changes, nor shall it be paid for any work performed or expenses incurred that are not the subject of either a contracting officer’s notice to proceed or a formal written modification to the 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 CC the CO and COR.
Please remember that all invoices from the contractor shall be submitted against the contract includes the following. Make sure your invoice has the following information on it:
Contract Number: TBD.
Requisition Number: N/A
Please contact the Contracting Officer with any questions.
Contracting Officer
US Small Business Administration
Office of the Chief Acquisition Officer
Office of Performance, Planning, and the Chief
Financial Officer
Ms. Tracie Gutierrez
(303) 844-3878
Tracie.Gutierrez@sba.gov
Contracting Officer Representative (COR)
US Small Business Administration
Office of Capital Access (OCA)/Office of
Financial Programs Operation (OFPO)
Daniel Barboza
10 10
CONTINUATION SHEET
REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF
(A) (B) (C) (D) (E) (F)
73351025R0023
(805) 744-9797 daniel.barboza@sba.gov
NAICS: 561499 - All Other Business Support
Services/$21.5M
Product Service Code (PSC) of R699 Support -
Administrative: Other
File details come from the government source that posted it. Updated .