Attachment_1_price_sheet_attachment_1.xlsx

XLSX spreadsheet 15 KB Posted

Attached to
504 LOAN RISK OVERSIGHT AND SUPPORT SERVICES Federal contract opportunity
Solicitation number
SBAHQ-14-R-0015
Issued by
Small Business Administration Office of Performance Management and the Chief Financial Officer

About this file

Attachment 1 - IDIQ Pricing Sheet

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Other files for this federal contract opportunity

Other files attached to 504 LOAN RISK OVERSIGHT AND SUPPORT SERVICES, newest first.
File Type Posted
Amended_Attachment_1__-_Pricing_amendment_08142014.xlsx XLSX spreadsheet
Exhibit_2_-_SMART_Onsite_Review_Plan.pdf PDF
RFP_-_OCRM_504_Solicitation_amended_081414.docx DOCX document
sf_30_amend_1.pdf PDF
QA_504_RFP_8_13_2014.docx DOCX document
Amended_ATTACHMENT_3_Task_Order_0001.docx DOCX document
Exhibiit__6_-_SMART_Review_Flowchart.pdf PDF
Exhibit_2_SMART_Pre-Plan.pdf PDF
Exhibit_4_-_Sample_SMART_Analytical_Review_Report.pdf PDF
ATTACHMENT_3_Task_Order_0001.docx DOCX document
Attachment_2_-_Prior_Experience.docx DOCX document
sf_1449_solicitation.pdf PDF
Exhibit_1_-__SMART_LPA.pdf PDF
exhibit_7_-_delegated_authority_renewal_decline.pdf PDF
ATTACHMENT_4__Price_Proposal_Formate_for_Task_Order.docx DOCX document
exhibit_8_-_delegated_authority_renewal_letter.pdf PDF
RFP_-_OCRM_504_Solicitation_final_07312014.docx DOCX document
Attachment_5_EXHIBIT_TABLE_OF_CONTENTS.docx DOCX document
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Text version

Sheet1

ATTACHMENT 1 - IDIQ PRICING SHEET AND QUANITITY ESTIMATES (note see both sheets 1 and 2) Amend 12
BASE PERIOD AND ALL OPTION PERIODS Contract Line Item Number (CLIN)Item Description / Task NumberUnit of IssueQuantity Estimates Per Year Per CLIN- These Minimums and Maximums are for estimating purposing.Base Year Unit Pricing AmountOption Year 1 Pricing AmountOption Year 2 Pricing AmountOption Year 3 Pricing AmountOption Year 4 Pricing Amount
0001, 1001, 2001, 3001, 4001Task 1 - SMART ALP & PCLP elegated Lender Reviews – Technical Oversight Activity. Technical Assistance may include the following tasks as defined in the PWS - Pricing for task 1 includes costs associated with tasks 13, 14, 16Monthly12 Months
0002, 1002,2002,3002,4002Task 2: SMARTAnalytical Review (SAR) / Community Advantage Desk Review - Pricing for task 2 includes costs associated with tasks 13 and 14Per reviewMinimum =100 Maximum =300 - These estimates are per each year.
0003, 1003,2003,3003,4003Task 3 - SMART Targeted Review (STR) - Pricing for task 3 includes costs associated with tasks 13 and 14Per reviewMinimum =30 Maximum =150 These estimates are per each year.
0004, 1004,2004,3004,4004Task 4 - SMART Full Review (SFR)Per review
0005, 1005,2005,3005,4005Task 5 - Specialty Review: Supervision & Enforcement - Pricing for task 5 includes costs associated with tasks 13 and 14To be determined at task order level based on agreed upon labor categories and rates. Provide labor categories and rates on Sheet 2 of this attachment.as neededTo be determined at task order level based on agreed upon labor categories and rates
0006, 1006,2006,3006,4006Task 6 - Partial Loan Review (Ad Hoc) - issued in increments of 5Per reviewas needed ?
0007, 1007,2007,3007,4007Task 7 -Full Loan File Review (Ad Hoc)Per review
0008, 1008,2008,3008,4008Task 8 - Loan Agent and Professional Service Contract Reviews (Ad Hoc)Per review
0009, 1009,2009,3009,4009Task 9 - Agreed Upon Procedures (AUP) Review (Ad Hoc)To be determined at task order level based on agreed upon labor categories and rates. Provide labor categories and rates on Sheet 2 of this attachment.
0010, 1010, 2010, 3010, 4010Task 10 -Management Workflow and Tracking SystemsAnnually
0011, 1011, 2011, 3011, 4011Task 11 - Analysis of Delegated Lender ProcessTo be determined at task order level based on agreed upon labor categories and rates. Provide labor categories and rates on Sheet 2 of this attachment.To be determined at task order level based on agreed upon labor categories and rates
0012, 1012, 2012, 3012, 4012Task 12 - Biannual Analysis of Oversight Program and ProcessTo be determined at task order level based on agreed upon labor categories and rates. Provide labor categories and rates on Sheet 2 of this attachment.as neededTo be determined at task order level based on agreed upon labor categories and rates

Sheet2

Tasks based on Negotiated Labor Categories and RatesProposed Labor Categories (add additional rows if necessary)Base Year Hourly RateOption Year 1 Hourly RateOption Year 2 Hourly RateOption Year 3 Hourly RateOption Year 4 Hourly Rate
Task 5 - Specialty Reviews

Task 8 - Loan Agent Reviews

Task 9 - Agreed Upon Procedures Review

Task 16 - Asset Marketing and Due Diligence

Task 17 - Enforcement Support, Consulting and Portfolio Transition Services

Task 22 - Ad Hoc Review

Sheet3

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