Exhibiit__6_-_SMART_Review_Flowchart.pdf
PDF 134 KB Posted
- Attached to
- 504 LOAN RISK OVERSIGHT AND SUPPORT SERVICES
- Solicitation number
- SBAHQ-14-R-0015
About this file
Exhibit 6
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Other files
| File | Type | Posted |
|---|---|---|
| Exhibit_2_-_SMART_Onsite_Review_Plan.pdf | ||
| Amended_ATTACHMENT_3_Task_Order_0001.docx | DOCX document | |
| RFP_-_OCRM_504_Solicitation_amended_081414.docx | DOCX document | |
| sf_30_amend_1.pdf | ||
| QA_504_RFP_8_13_2014.docx | DOCX document | |
| Amended_Attachment_1__-_Pricing_amendment_08142014.xlsx | XLSX spreadsheet | |
| ATTACHMENT_3_Task_Order_0001.docx | DOCX document | |
| exhibit_8_-_delegated_authority_renewal_letter.pdf | ||
| RFP_-_OCRM_504_Solicitation_final_07312014.docx | DOCX document | |
| Exhibit_4_-_Sample_SMART_Analytical_Review_Report.pdf | ||
| Attachment_5_EXHIBIT_TABLE_OF_CONTENTS.docx | DOCX document | |
| Attachment_2_-_Prior_Experience.docx | DOCX document | |
| Attachment_1_price_sheet_attachment_1.xlsx | XLSX spreadsheet | |
| Exhibit_2_SMART_Pre-Plan.pdf | ||
| exhibit_7_-_delegated_authority_renewal_decline.pdf | ||
| Exhibit_1_-__SMART_LPA.pdf | ||
| ATTACHMENT_4__Price_Proposal_Formate_for_Task_Order.docx | DOCX document | |
| sf_1449_solicitation.pdf |
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Text version
CT recommendations additional SMART Targeted Review or
SMART Full Review
Contract Team (CT) populates the
Lender Profile Assessment (LPA) -only requires lenders FIRS number for data to auto populate
SAR is complete
OCRM Risk Based Review Flow Chart Lender identified through selection process
SMART
Analytical
Review
(SAR)
CT generates a SAR report from
LPA and other data analyzed
CT pulls BI Workbook from
D&B website
CT performs analysis of LPA
SMART
Targeted
Review
(STR)
SMART Full
Review
(SFR)
Focused scope review of SMART component(s) based on:
Benchmark Elements
Risk Elements
Flag Areas
High Risk Issues
CT performs virtual or on-site review
CT produces a formal written report
Report receives approval from
SBA
STR is
CT and Financial Analyst
(FA) review discrepancies in the report.
All elements of
SMART
framework reviewed
On-site review performed
CT produces a formal written report
Report receives approval from
SBA
CT and Financial Analyst
(FA) review discrepancies in the report
SFR is
CT develops Pre-
Plan
CT develops Pre-
Plan
File details come from the government source that posted it. Updated .