sf1449.pdf

PDF 115 KB Posted

Attached to
RISK OVERSIGHT AND SUPPORT SERVICES Federal contract opportunity
Solicitation number
SBAHQ14D0003
Issued by
Small Business Administration Office of Performance Management and the Chief Financial Officer

About this file

From the source

SF 1449

View the file

Other files for this federal contract opportunity

Other files attached to RISK OVERSIGHT AND SUPPORT SERVICES, newest first.
File Type Posted
sf_30_amend_12.pdf PDF
sf_30_amend_11.pdf PDF
sf_30_amend_0010.pdf PDF
sf_30_0009.pdf PDF
final_questions_for_amendment_0613.docx DOCX document
sf_30_amend_0008.pdf PDF
Amendment_-ATTACHMENT_3_Task_Order_0001.docx DOCX document
OCRM_Solicitation06132014_amend8.docx DOCX document
attachment_1_Pricing_amendment_correct_0613.xlsx XLSX spreadsheet
sf_30_amend_7.pdf PDF
sf30_amendment_006.pdf PDF
sf_30_amendment_5.pdf PDF
AMENDMENT_4_-_ATTACHMENT_1_Pricing_and_Estimate_7A_RFP_CLINs_(2).xlsx XLSX spreadsheet
amendment_4_solicition_042852014_.docx DOCX document
amendment_4_sf_30_.pdf PDF
AMENDMENT_4_-_ATTACHMENT_3_Task_Order_0001.docx DOCX document
amendment_3_solicition_04252014_toni__.docx DOCX document
sf_30_amendment_3.pdf PDF
amendment_2_solicition_04222014_toni__.docx DOCX document
amendment_2.pdf PDF
amendment_1.pdf PDF
Exhibit_4_-_Sample_PARRiS_Report.pdf PDF
Exhibit_10_-_Delegated_Authority_Exhibit_D_-_AAA_Approval_of_Delegated_Authority.pdf PDF
Exhibit_2_-_PARRiS_RBR_Pre-Plan.pdf PDF
ATTACHMENT_4__Price_Proposal_Formate_for_Task_Order.docx DOCX document
Exhibit_1_-_Lender_Profile_Assessment.pdf PDF
solicition04142014_toni__.docx DOCX document
Exhibit_8_-_Delegated_Authority1A-RENEWAL_LTR_(new).pdf PDF
ATTACHMENT_1_Pricing_and_Estimate_7A_RFP_CLINs.xlsx XLSX spreadsheet
Exhibit_5_OCRM_Risk_Based_Review_Flowchart.pdf PDF
Exhibit_7_-_Delegated_Authority_Exhibit_A_-_1C-NOM-RENEWAL_LETTER_COMBO.pdf PDF
Exhibit_6_-_Delegated_Authority_Renewal_Flowchart.pdf PDF
Exhibit_3_-_OCM_Data_Tap_Lender_Information.pdf PDF
ATTACHMENT_2_Prior_Experience.docx DOCX document
ATTACHMENT_3_Task_Order_0001.docx DOCX document
Exhibit_9_-_Delegated_Authority_Exhibit_C_1B-RENEWAL_LETTER_(new)_EXTENSION.pdf PDF
Attachment_5_EXHIBIT_TABLE_OF_CONTENTS.docx DOCX document
Sign-in_list.pdf PDF
Risk_Oversight_Pre_Bid_conference_Presentation.pptx PPTX presentation
Show all 39

On GovTribe

Work with this file on GovTribe

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file
Try for free Login

Text version

The file's text, extracted by GovTribe without its formatting.

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

208050

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

CODE 16. ADMINISTERED BYCODE

X

X

X

541211

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED OR208050

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

05/01/2014 1500 MS

04/17/2014

303-844-2026TONI HOSKINSON

(No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

SBAHQ-14-R-0003

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 9 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Denver CO 80202

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

Denver CO 80202 Suite 301 721 19th Street Denver Finance Center

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$19.0

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

Denver Acquisition Office for SBA

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Period of Performance: 07/01/2014 to 06/30/2015

Base Year IDIQ

0001 Base Year IDIQ - Task 1 - Technical Assistance 12 MO

0002 Base IDIQ- Task 2 - PARRis Analytical Review 1200 EA

0003 Base IDIQ -Task 3 - PARRis Targeted Review 150 EA Continued ...

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

TONI HOSKINSON

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT: REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

0004 Base IDIQ - Task 4 - PARRis Full Review 60 EA

0005 Base IDIQ - Task 5 - Specialty Review 30 EA

0006 Base IDIQ - Task 6 - Partial Loan File Review EA

0007 Base IDIQ - Task 7 - Full Loan File Review EA

0008 Base IDIQ - Task 8 - Loan Agent Review EA

0009 Base Year - Task 9 - Agreed Upon Precedures (AUP) EA

Review

0010 Base Year - Task 10 - Management/Tracking Systems 1 EA

- ONE TIME CHARGE

0011 Base Year - Task 11 - Analysis of delegated EA

Lender Process

0012 Base Year - Task 12 - Biannual Analysis of 2 EA

Oversight Program and Process

0013 Base Year - Task 15 - SBA Portfolio Quarterly 4 EA

Assessment Report

0014 Base Year - Task 16 - Asset Marketing and Due EA

Diligence Services

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

9 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 9

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0003

0015 Base Year - Task 17 - Enforcement Support, EA Consulting and Portfolio transition Services

0016 Base IDIQ - Task 20- Training

Base Year IDIQ

1001 Option Year One - IDIQ - Task 1 - Technical 12 MO Assistance (Option Line Item) Anticipated Exercise Date04/30/2015

Period of Performance: 07/01/2015 to 06/30/2016

1002 Option Year One- Task 2 - PARRis Analytical 1200 EA Review (Option Line Item) Anticipated Exercise Date04/30/2015 Period of Performance: 07/01/2015 to 06/30/2016

1003 Option Year One -Task 3 - PARRis Targeted Review 150 EA (Option Line Item) Anticipated Exercise Date04/30/2015 Period of Performance: 07/01/2015 to 06/30/2016

1004 Option Year One - Task 4 - PARRis Full Review 60 EA (Option Line Item) Anticipated Exercise Date04/30/2015 Period of Performance: 07/01/2015 to 06/30/2016

1005 Option Year One - Task 5 - Specialty Review 30 EA (Option Line Item) Anticipated Exercise Date04/30/2015 Period of Performance: 07/01/2015 to 06/30/2016

1006 Option Year One- Task 6 - Partial Loan File EA Review (Option Line Item) Anticipated Exercise Date04/30/2015 Period of Performance: 07/01/2015 to 06/30/2016

1007 Option Year One - Task 7 - Full Loan File Review EA (Option Line Item) Anticipated Exercise Date04/30/2015 Period of Performance: 07/01/2015 to 06/30/2016

1008 Option Year One - Task 8 - Loan Agent Review EA Continued ...

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

Sponsored by GSA

FAR (48 CFR) 53.110

4 9

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0003

(Option Line Item) Anticipated Exercise Date04/30/2015 Period of Performance: 07/01/2015 to 06/30/2016

1011 Option Year One - IDIQ Task 11 - Analysis of 1 EA delegated Lender Process Period of Performance: 07/01/2015 to 06/30/2016

1012 Option Year One - IDIQ Task 12 - Biannual 2 EA Analysis of Oversight Program and Process Period of Performance: 07/01/2015 to 06/30/2016

1013 Option Year One - IDIQ Task 15 - SBA Portfolio 4 EA Quarterly Assessment Report Period of Performance: 07/01/2015 to 06/30/2016

1014 Option Year One - IDIQ Task 16 - Asset Marketing EA and Due Diligence Services Period of Performance: 07/01/2015 to 06/30/2016

1015 Option Year One - IDIQ Task 17 - Enforcement EA Support, Consulting and Portfolio transition Services Period of Performance: 07/01/2015 to 06/30/2016

1016 Option Year One - IDIQ - Task 20- Training Period of Performance: 07/01/2015 to 06/30/2016

Base Year IDIQ

2001 Option Year TWO- IDIQ - Task 1 - Technical 12 MO Assistance (Option Line Item) Anticipated Exercise Date04/30/2016

Period of Performance: 07/01/2016 to 06/30/2017

2002 Option Year TWO- Task 2 - PARRis Analytical 1200 EA Review (Option Line Item) Anticipated Exercise Date04/30/2016 Period of Performance: 07/01/2016 to 06/30/2017

2003 Option Year TWO -Task 3 - PARRis Targeted Review 150 EA (Option Line Item) Anticipated Exercise Date04/30/2016 Period of Performance: 07/01/2016 to 06/30/2017 Continued ...

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

5 9

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0003

2004 Option Year TWO - Task 4 - PARRis Full Review 60 EA (Option Line Item) Anticipated Exercise Date04/30/2016 Period of Performance: 07/01/2016 to 06/30/2017

2005 Option Year TWO - Task 5 - Specialty Review 30 EA (Option Line Item) Anticipated Exercise Date04/30/2016 Period of Performance: 07/01/2016 to 06/30/2017

2006 Option Year TWO- Task 6 - Partial Loan File EA Review (Option Line Item) Anticipated Exercise Date04/30/2016 Period of Performance: 07/01/2016 to 06/30/2017

2007 Option Year TWO - Task 7 - Full Loan File Review EA (Option Line Item) Anticipated Exercise Date04/30/2016 Period of Performance: 07/01/2016 to 06/30/2017

2008 Option Year TWO - Task 8 - Loan Agent Review EA (Option Line Item) Anticipated Exercise Date04/30/2016 Period of Performance: 07/01/2016 to 06/30/2017

2009 Option Year TWO- Task 9 - Agreed Upon EA Procedures (AUP ) Review (Option Line Item) Anticipated Exercise Date04/30/2016 Period of Performance: 07/01/2016 to 06/30/2017

2011 Option Year TWO- IDIQ Task 11 - Analysis of 1 EA delegated Lender Process Period of Performance: 07/01/2016 to 06/30/2017

2012 Option Year TWO- IDIQ Task 12 - Biannual Analysis 2 EA of Oversight Program and Process Period of Performance: 07/01/2016 to 06/30/2017

2013 Option Year TWO- IDIQ Task 15 - SBA Portfolio 4 EA Quarterly Assessment Report Period of Performance: 07/01/2016 to 06/30/2017

2014 Option Year TWO- IDIQ Task 16 - Asset Marketing EA and Due Diligence Services Continued ...

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

6 9

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0003

Period of Performance: 07/01/2016 to 06/30/2017

2015 Option Year TWO- IDIQ Task 17 - Enforcement EA Support, Consulting and Portfolio transition Services Period of Performance: 07/01/2016 to 06/30/2017

2016 Option Year TWO- IDIQ - Task 20- Training Period of Performance: 07/01/2016 to 06/30/2017

Base Year IDIQ

3001 Option Year THREE- IDIQ - Task 1 - Technical 12 MO Assistance (Option Line Item) Anticipated Exercise Date04/30/2017

Period of Performance: 07/01/2017 to 06/30/2018

3002 Option Year THREE Task 2 - PARRis Analytical 1200 EA Review (Option Line Item) Anticipated Exercise Date04/30/2017 Period of Performance: 07/01/2017 to 06/30/2018

3003 Option Year THREE-Task 3 - PARRis Targeted Review 150 EA (Option Line Item) Anticipated Exercise Date04/30/2017 Period of Performance: 07/01/2017 to 06/30/2018

3004 Option Year THREE - Task 4 - PARRis Full Review 60 EA (Option Line Item) Anticipated Exercise Date04/30/2017 Period of Performance: 07/01/2017 to 06/30/2018

3005 Option Year THREE - Task 5 - Specialty Review 30 EA (Option Line Item) Anticipated Exercise Date04/30/2017 Period of Performance: 07/01/2017 to 06/30/2018

3006 Option Year THREE- Task 6 - Partial Loan File EA Review (Option Line Item) Anticipated Exercise Date04/30/2017 Period of Performance: 07/01/2017 to 06/30/2018

3007 Option Year THREE - Task 7 - Full Loan File EA Continued ...

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

7 9

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0003

Review (Option Line Item) Anticipated Exercise Date04/30/2017 Period of Performance: 07/01/2017 to 06/30/2018

3008 Option Year THREE- Task 8 - Loan Agent Review EA (Option Line Item) Anticipated Exercise Date04/30/2017 Period of Performance: 07/01/2017 to 06/30/2018

3009 Option Year THREE- Task 9 - Agreed Upon EA Procedures (AUP ) Review (Option Line Item) Anticipated Exercise Date04/30/2017 Period of Performance: 07/01/2017 to 06/30/2018

3011 Option Year THREE- IDIQ Task 11 - Analysis of 1 EA delegated Lender Process Period of Performance: 07/01/2017 to 06/30/2018

3012 Option Year THREE- IDIQ Task 12 - Biannual 2 EA Analysis of Oversight Program and Process Period of Performance: 07/01/2018 to 06/30/2019

3013 Option Year THREE- IDIQ Task 15 - SBA Portfolio 4 EA Quarterly Assessment Report Period of Performance: 07/01/2017 to 06/30/2018

3014 Option Year THREE- IDIQ Task 16 - Asset Marketing EA and Due Diligence Services Period of Performance: 07/01/2017 to 06/30/2018

3015 Option Year THREE- IDIQ Task 17 - Enforcement EA Support, Consulting and Portfolio transition Services Period of Performance: 07/01/2017 to 06/30/2018

3016 Option Year THREE- IDIQ - Task 20- Training Period of Performance: 07/01/2017 to 06/30/2018

Base Year IDIQ

4001 Option Year FOUR- IDIQ - Task 1 - Technical 12 MO Assistance (Option Line Item) Anticipated Exercise Date04/30/2018

Continued ...

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

8 9

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0003

Period of Performance: 07/01/2018 to 06/30/2019

4002 Option Year FOUR Task 2 - PARRis Analytical 1200 EA Review (Option Line Item) Anticipated Exercise Date04/30/2018 Period of Performance: 07/01/2018 to 06/30/2019

4003 Option Year FOUR-Task 3 - PARRis Targeted Review 150 EA (Option Line Item) Anticipated Exercise Date04/30/2018 Period of Performance: 07/01/2018 to 06/30/2019

4004 Option Year FOUR - Task 4 - PARRis Full Review 60 EA (Option Line Item) Anticipated Exercise Date04/30/2018 Period of Performance: 07/01/2018 to 06/30/2019

4005 Option Year FOUR - Task 5 - Specialty Review 30 EA (Option Line Item) Anticipated Exercise Date04/30/2018 Period of Performance: 07/01/2018 to 06/30/2019

4006 Option Year FOUR- Task 6 - Partial Loan File EA Review (Option Line Item) Anticipated Exercise Date04/30/2018 Period of Performance: 07/01/2018 to 06/30/2019

4007 Option Year FOUR- Task 7 - Full Loan File Review EA (Option Line Item) Anticipated Exercise Date04/30/2018 Period of Performance: 07/01/2018 to 06/30/2019

4008 Option Year FOUR- Task 8 - Loan Agent Review EA (Option Line Item) Anticipated Exercise Date04/30/2018 Period of Performance: 07/01/2018 to 06/30/2019

4009 Option Year FOUR- Task 9 - Agreed Upon EA Procedures (AUP ) Review (Option Line Item) Anticipated Exercise Date04/30/2018 Period of Performance: 07/01/2018 to 06/30/2019

4011 Option Year FOUR- IDIQ Task 11 - Analysis of 1 EA delegated Lender Process Continued ...

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

9 9

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0003

Period of Performance: 07/01/2018 to 06/30/2019

4012 Option Year FOUR- IDIQ Task 12 - Biannual 2 EA Analysis of Oversight Program and Process Period of Performance: 07/01/2018 to 06/30/2019

4013 Option Year FOUR- IDIQ Task 15 - SBA Portfolio 4 EA Quarterly Assessment Report Period of Performance: 07/01/2018 to 06/30/2019

4014 Option Year FOUR- IDIQ Task 16 - Asset Marketing EA and Due Diligence Services Period of Performance: 07/01/2018 to 06/30/2019

4015 Option Year FOUR- IDIQ Task 17 - Enforcement EA Support, Consulting and Portfolio transition Services Period of Performance: 07/01/2018 to 06/30/2019

4016 Option Year THREE- IDIQ - Task 20- Training Period of Performance: 07/01/2018 to 06/30/2019

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

File details come from the government source that posted it. Updated .