Attachment_1_Statement_of_Work.doc

Consolidated Oracle License Renewal SOW

STATEMENT OF WORK

Consolidated

Oracle Database License Renewal Office of Performance and Systems Management Executive Summary

This Statement of Work details the US Small Business Administration’s Office of Capital Access (OCA) Office of Performance and Systems Management’s (OPSM) acquisition for Oracle database license renewal.

1 Background

The mission of the US Small Business Administration (SBA) is to support the Nation’s economy by enabling the establishment and visibility of new and existing small businesses and by assisting in the economic recovery of the communities during national disasters. Since 1953, SBA has carried out this mission by implementing targeted loan programs for small businesses, assisting businesses with obtaining government contracts, and providing loans during disasters.

The SBA’s Office of Capital Access (OCA) is responsible implementing programs to assist small businesses in obtaining loans to take advantage of growth opportunities. SBA offers a range of loan programs with the support of its lender community which includes large and small banks, credit unions, and microlenders. OCA defines the origination, servicing, and post servicing requirements for all loan programs. In addition, SBA services SBA guaranteed loans such as those offered during a disaster.

2 Overview of Environment OPSM operates and maintains the Capital Access Financial Systems (CAFS) containing the SBA $200 billion loan portfolio. Borrowers include small businesses, homeowners, and lending intermediaries. Loans are granted for commercial, home repair/construction, economic injury, and micro lending purposes. Loans are originated by SBA; however, the non-direct loans are serviced by SBA lending partners.

The CAFS systems utilize licensed Oracle database software to secure and store all system data. Oracle requires yearly renewal of the database license for continued support and updates.

3 Acquisition Strategy

OPSM requires an authorized to sell Oracle license renewals, to enter into a multi-year contract for renewals of existing license and optional purchase of new license if the need arises.

4 Specific Requirement The Oracle database licenses were purchased at different times under 3 separate contracts resulting in 3 separate expiration dates falling in August and September 2019. The 3 separate Oracle CSIs are to be retained and NOT consolidated.

5 Requirements for Option Years

There are 4 option years requested.

6 Offerror Response

The offerror response should address maintenance for the base year plus 4 option years.

7 Selection Criteria

The selected vendor will be the lowest bid from an authorized Oracle reseller or their small business affiliate.

8 Period of Performance

The contract Period of Performance is 8/01/2019 to 7/30/2024. The dates maybe adjusted to ensure that all CSI renewals are covered during the contract year.

9 Delivery Requirements

Deliver the licenses and associated support, including software update ‘patches.

10 Contract Administration

1. Contracting Officer-The Contracting Officer is the only person authorized to make or approve any changes in any of the requirements of this SOW and not withstanding any clauses contained elsewhere in this contract, the said authority remains solely with the Contracting Officer.

2. The SBA OCA COTR will represent the Contracting Officer in administration of the technical details within the scope of this SOW. The COR is responsible for final inspection and acceptance of all reports and such other responsibilities as may be specified in the commitments of any kind on behalf of the Contracting Officer or the Government. The COR does not have authority to alter the Contractor’s obligations or change the SOW; changes will be issued in writing and signed by the Contracting Officer.

3. The COTR assignment for this contract may be changed at any time by the Government without prior notice to the Contractor. However, the Contractor will be notified of the change in writing. The COTR(s) for this SOW is Steve Stine.

11 Deliverables

The deliverables are renewal of the licensed ORACLE software described in section 4. Specific Requirements.

12 Place of Performance

Maintenance and support will be provided at SBA’s offices at 409 3rd Street SW, Washington, DC 20416.

13 Conflicts of Interest

The contractor shall take appropriate steps to avoid or mitigate any potential conflicts of interest. Additionally, the Contractor must disclose any affiliation it may have with the Office of Capital Access. If any conflict of interest exists, the Contractor must properly identify the conflict and the steps the firm will take to reduce the potential for a conflict of interest to arise.

Small Business Administration