1-SF1447-SBAHQ-13-R-0002.pdf

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 4

06/01/2013

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

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

208050

Denver CO 80202

523991

% FOR:X

x

208050

$7.0

SBAHQ-13-R-0002

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

This is a Contract for the services of a Fiscal

Transfer Agent for the Secondary Market for the

SBA 7(a) Guaranteed Loan Program.

This Contract is at No-Cost to the Government, meaning that the Contractor is not compensated with appropriated dollars. Contractor's sole compensation consists of fees generated in

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)

Cheryl T. Flanagan x

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

4 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

SBAHQ-13-R-0002

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 4

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

SBAHQ-13-R-0002

accordance with the Performance-Based Statement of Work (SOW) and Contractor's Pricing Schedule.

This Contract is for a base year and four option years. Those periods are as follows:

Base Year - October 1, 2013 through September 30, 2014;

Option Year One - October 1, 2014 through September 30, 2015;

Option Year Two - October 1, 2015 through September 30, 2016;

Option Year Three - October 1, 2016 through September 30, 2017;

and Option Year Four - October 1, 2017 through September 30, 2018.

The following documents are attached to and incorporated into this Contract:

Addendum 1 - Contract Clauses consisting of 32 pages;

Section J Attachments - J-1 through J-16;

Addendum 2 - Performance-Based Statement of Work (SOW), consisting of 27 pages;

Addendum 3 - Contractor's Pricing Schedule consisting of 12 pages;

Addendum 4 - Contractor's Technical Approach, consisting of x pages;

Addendum 5 - Contractor's Business Approach, consisting of x pages;

Addendum 6 - Contractor's Management Approach, consisting of x pages;

Addendum 7 - Contractor's Personnel Approach, consisting of x pages; and Addendum 8 - the Wage Determinations for the County of Contractor's facility where work will be performed and for Washington, DC, the location of the SBA Headquarters - each consisting of 10 pages.

FOB: Destination Period of Performance: 10/01/2013 to 09/29/2018

0001 Base Year - FTA Services - 7(a) Loan Program Period of Performance: 10/01/2013 to 09/30/2014

0002 Option Year One - FTA Services - 7(a) Loan Program (Option Line Item) Anticipated Exercise Date09/01/2014 Period of Performance: 10/01/2014 to 09/30/2015 Continued ...

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

(A)

ITEM NO.

(B)

SUPPLIES/SERVICES

(C)

QUANTITY

(D)

UNIT

(E)

UNIT PRICE

(F)

AMOUNT

NAME OF OFFEROR OR CONTRACTOR

4 4

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

SBAHQ-13-R-0002

0003 Option Year Two - FTA Services - 7(a) Loan Program (Option Line Item) Anticipated Exercise Date09/01/2015 Period of Performance: 10/01/2015 to 09/30/2016

0004 Option Year Three - FTA Services - 7(a) Loan Program (Option Line Item) Anticipated Exercise Date09/01/2016 Period of Performance: 10/01/2016 to 09/30/2017

0005 Option Year Four - FTA Services - 7(a) Loan Program (Option Line Item) Anticipated Exercise Date09/01/2017 Period of Performance: 10/01/2017 to 09/29/2018

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