sf_1449_solicitation.pdf

PDF 119 KB Posted Jul 31, 2014

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

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SF 1449

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Other files attached to 504 LOAN RISK OVERSIGHT AND SUPPORT SERVICES, newest first.
File	Type	Posted
RFP_-_OCRM_504_Solicitation_amended_081414.docx	DOCX document	Aug 14, 2014
sf_30_amend_1.pdf	PDF	Aug 14, 2014
QA_504_RFP_8_13_2014.docx	DOCX document	Aug 14, 2014
Amended_ATTACHMENT_3_Task_Order_0001.docx	DOCX document	Aug 14, 2014
Amended_Attachment_1__-_Pricing_amendment_08142014.xlsx	XLSX spreadsheet	Aug 14, 2014
Exhibit_2_-_SMART_Onsite_Review_Plan.pdf	PDF	Aug 14, 2014
Exhibiit__6_-_SMART_Review_Flowchart.pdf	PDF	Jul 31, 2014
Exhibit_2_SMART_Pre-Plan.pdf	PDF	Jul 31, 2014
Exhibit_4_-_Sample_SMART_Analytical_Review_Report.pdf	PDF	Jul 31, 2014
ATTACHMENT_3_Task_Order_0001.docx	DOCX document	Jul 31, 2014
Attachment_2_-_Prior_Experience.docx	DOCX document	Jul 31, 2014
Attachment_1_price_sheet_attachment_1.xlsx	XLSX spreadsheet	Jul 31, 2014
Exhibit_1_-__SMART_LPA.pdf	PDF	Jul 31, 2014
exhibit_7_-_delegated_authority_renewal_decline.pdf	PDF	Jul 31, 2014
ATTACHMENT_4__Price_Proposal_Formate_for_Task_Order.docx	DOCX document	Jul 31, 2014
exhibit_8_-_delegated_authority_renewal_letter.pdf	PDF	Jul 31, 2014
RFP_-_OCRM_504_Solicitation_final_07312014.docx	DOCX document	Jul 31, 2014
Attachment_5_EXHIBIT_TABLE_OF_CONTENTS.docx	DOCX document	Jul 31, 2014

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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

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

08/20/2014 1200 MD

07/29/2014

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-0015

5. SOLICITATION NUMBER

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

1 10 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

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.

SBA 504 Program - CDCs Risk Based Review and Risk Oversight Support Services Office of Capital Access/Office of Credit Risk Management

0001 SMART ALP & PCLP elegated Lender Reviews – 12 MO 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, 16 Period of Performance: 09/29/2014 to 09/28/2015

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

HEREIN, IS ACCEPTED AS TO ITEMS:

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

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.

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.

0002 Task 2: SMARTAnalytical Review (SAR) / Community

Advantage Desk Review - Pricing for task 2 includes costs associated with tasks 13 and 14

Minimum =100 Maximum =300 - These estimates are per each year.

Period of Performance: 09/29/2014 to 09/28/2015

0003 Task 3 - SMART Targeted Review (STR) - Pricing for task 3 includes costs associated with tasks

13 and 14

Minimum =30 Maximum =150 These estimates are per each year.

Period of Performance: 09/29/2014 to 09/28/2015

0004 Task 4 - SMART Full Review (SFR)

Period of Performance: 09/29/2014 to 09/28/2015

0005 Task 5 - Specialty Review: Supervision &

Enforcement - Pricing for task 5 includes costs associated with tasks 13 and 14

Period of Performance: 09/29/2014 to 09/28/2015

0006 Task 6 - Partial Loan Review (Ad Hoc) - issued in increments of 5

Period of Performance: 09/29/2014 to 09/28/2015

0007 Task 7 -Full Loan File Review (Ad Hoc)

Period of Performance: 09/29/2014 to 09/28/2015

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

10 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 10

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0015

0008 Task 8 - Loan Agent and Professional Service Contract Reviews (Ad Hoc) Period of Performance: 09/29/2014 to 09/28/2015

0009 Task 9 - Agreed Upon Procedures (AUP) Review (Ad Hoc) Period of Performance: 09/29/2014 to 09/28/2015

0010 Task 10 -Management Workflow and Tracking Systems Period of Performance: 09/29/2014 to 09/28/2015

0011 Task 11 - Analysis of Delegated Lender Process Period of Performance: 09/29/2014 to 09/28/2015

0012 Task 12 - Biannual Analysis of Oversight Program and Process Period of Performance: 09/29/2014 to 09/28/2015

1001 Option 1 - SMART ALP & PCLP elegated Lender 12 MO 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, 16 (Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

1002 Option 1-Task 2: SMARTAnalytical Review (SAR) / Community Advantage Desk Review - Pricing for task 2 includes costs associated with tasks 13 and 14 Minimum =100 Maximum =300 - These estimates are per each year.

(Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

1003 Option 1-Task 3 - SMART Targeted Review (STR) - Pricing for task 3 includes costs associated with tasks 13 and 14 Minimum =30 Maximum =150 These estimates are per each year.

(Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

Continued ...

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

Sponsored by GSA

FAR (48 CFR) 53.110

4 10

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0015

1004 Option 1-Task 4 - SMART Full Review (SFR) (Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

1005 Option 1-Task 5 - Specialty Review: Supervision & Enforcement - Pricing for task 5 includes costs associated with tasks 13 and 14 (Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

1006 Option 1-Task 6 - Partial Loan Review (Ad Hoc) -issued in increments of 5 (Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

1007 Option 1-Task 7 -Full Loan File Review (Ad Hoc) (Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

1008 Option 1-Task 8 - Loan Agent and Professional Service Contract Reviews (Ad Hoc) (Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

1009 Option 1-Task 9 - Agreed Upon Procedures (AUP) Review (Ad Hoc) (Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

1010 Option 1-Task 10 -Management Workflow and Tracking Systems (Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

1011 Option 1-Task 11 - Analysis of Delegated Lender Process (Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

Continued ...

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

5 10

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0015

1012 Option 1-Task 12 - Biannual Analysis of Oversight Program and Process (Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2015 to 09/28/2016

2001 Option 2 - SMART ALP & PCLP elegated Lender 12 MO Reviews – Technical Oversight Activity.

2002 Option 2-Task 2: SMARTAnalytical Review (SAR) / Community Advantage Desk Review - Pricing for task 2 includes costs associated with tasks 13 and 14 Minimum =100 Maximum =300 - These estimates are per each year.

(Option Line Item) Anticipated Exercise Date07/29/2015 Period of Performance: 09/29/2016 to 09/28/2017

2003 Option 2-Task 3 - SMART Targeted Review (STR) - Pricing for task 3 includes costs associated with tasks 13 and 14 Minimum =30 Maximum =150 These estimates are per each year.

(Option Line Item) Anticipated Exercise Date07/29/2016 Period of Performance: 09/29/2016 to 09/28/2017

2004 Option 2-Task 4 - SMART Full Review (SFR) (Option Line Item) Anticipated Exercise Date07/29/2016 Period of Performance: 09/29/2016 to 09/28/2017

2005 Option 2-Task 5 - Specialty Review: Supervision & Enforcement - Pricing for task 5 includes costs associated with tasks 13 and 14 (Option Line Item) Anticipated Exercise Date07/29/2016 Period of Performance: 09/29/2016 to 09/28/2017

2006 Option 2-Task 6 - Partial Loan Review (Ad Hoc) - Continued ...

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

6 10

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0015

issued in increments of 5 (Option Line Item) Anticipated Exercise Date07/29/2016 Period of Performance: 09/29/2016 to 09/28/2017

2007 Option 2-Task 7 -Full Loan File Review (Ad Hoc) (Option Line Item) Anticipated Exercise Date07/29/2016 Period of Performance: 09/29/2016 to 09/28/2017

2008 Option 2-Task 8 - Loan Agent and Professional Service Contract Reviews (Ad Hoc) (Option Line Item) Anticipated Exercise Date07/29/2016 Period of Performance: 09/29/2016 to 09/28/2017

2009 Option 2-Task 9 - Agreed Upon Procedures (AUP) Review (Ad Hoc) (Option Line Item) Anticipated Exercise Date07/29/2016 Period of Performance: 09/29/2016 to 09/28/2017

2010 Option 2-Task 10 -Management Workflow and Tracking Systems (Option Line Item) Anticipated Exercise Date07/29/2016 Period of Performance: 09/29/2016 to 09/28/2017

2011 Option 2-Task 11 - Analysis of Delegated Lender Process (Option Line Item) Anticipated Exercise Date07/29/2016 Period of Performance: 09/29/2016 to 09/28/2017

2012 Option 2-Task 12 - Biannual Analysis of Oversight Program and Process (Option Line Item) Anticipated Exercise Date07/29/2016 Period of Performance: 09/29/2016 to 09/28/2017

3001 Option 3 - SMART ALP & PCLP elegated Lender 12 MO Reviews – Technical Oversight Activity.

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

7 10

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0015

Period of Performance: 09/29/2017 to 09/28/2018

3002 Option 3-Task 2: SMARTAnalytical Review (SAR) / Community Advantage Desk Review - Pricing for task 2 includes costs associated with tasks 13 and 14 Minimum =100 Maximum =300 - These estimates are per each year.

(Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2017 to 09/28/2018

3003 Option 3-Task 3 - SMART Targeted Review (STR) - Pricing for task 3 includes costs associated with tasks 13 and 14 Minimum =30 Maximum =150 These estimates are per each year.

(Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2017 to 09/28/2018

3004 Option 3-Task 4 - SMART Full Review (SFR) (Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2017 to 09/28/2018

3005 Option 3-Task 5 - Specialty Review: Supervision & Enforcement - Pricing for task 5 includes costs associated with tasks 13 and 14 (Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2017 to 09/28/2018

3006 Option 3-Task 6 - Partial Loan Review (Ad Hoc) -issued in increments of 5 (Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2017 to 09/28/2018

3007 Option 3-Task 7 -Full Loan File Review (Ad Hoc) (Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2017 to 09/28/2018

3008 Option 3-Task 8 - Loan Agent and Professional Service Contract Reviews (Ad Hoc) (Option Line Item) Continued ...

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

8 10

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0015

Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2017 to 09/28/2018

3009 Option 3-Task 9 - Agreed Upon Procedures (AUP) Review (Ad Hoc) (Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2017 to 09/28/2018

3010 Option 3-Task 10 -Management Workflow and Tracking Systems (Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2017 to 09/28/2018

3011 Option 3-Task 11 - Analysis of Delegated Lender Process (Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2017 to 09/28/2018

3012 Option 3-Task 12 - Biannual Analysis of Oversight Program and Process (Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2017 to 09/28/2018

4001 Option 4 - SMART ALP & PCLP elegated Lender 12 MO Reviews – Technical Oversight Activity.

4002 Option 4-Task 2: SMARTAnalytical Review (SAR) / Community Advantage Desk Review - Pricing for task 2 includes costs associated with tasks 13 and 14 Minimum =100 Maximum =300 - These estimates are per each year.

(Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2018 to 09/28/2019

4003 Option 4-Task 3 - SMART Targeted Review (STR) - Continued ...

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

9 10

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0015

Pricing for task 3 includes costs associated with tasks 13 and 14 Minimum =30 Maximum =150 These estimates are per each year.

(Option Line Item) Anticipated Exercise Date07/29/2017 Period of Performance: 09/29/2018 to 09/28/2019

4004 Option 4-Task 4 - SMART Full Review (SFR) (Option Line Item) Anticipated Exercise Date07/29/2018 Period of Performance: 09/29/2018 to 09/28/2019

4005 Option 4-Task 5 - Specialty Review: Supervision & Enforcement - Pricing for task 5 includes costs associated with tasks 13 and 14 (Option Line Item) Anticipated Exercise Date07/29/2018 Period of Performance: 09/29/2018 to 09/28/2019

4006 Option 4-Task 6 - Partial Loan Review (Ad Hoc) -issued in increments of 5 (Option Line Item) Anticipated Exercise Date07/29/2018 Period of Performance: 09/29/2018 to 09/28/2019

4007 Option 4-Task 7 -Full Loan File Review (Ad Hoc) (Option Line Item) Anticipated Exercise Date07/29/2018 Period of Performance: 09/29/2018 to 09/28/2019

4008 Option 4-Task 8 - Loan Agent and Professional Service Contract Reviews (Ad Hoc) (Option Line Item) Anticipated Exercise Date07/29/2018 Period of Performance: 09/29/2018 to 09/28/2019

4009 Option 4-Task 9 - Agreed Upon Procedures (AUP) Review (Ad Hoc) (Option Line Item) Anticipated Exercise Date07/29/2018 Period of Performance: 09/29/2018 to 09/28/2019

4010 Option 4-Task 10 -Management Workflow and Tracking Systems (Option Line Item) Anticipated Exercise Date07/29/2018 Continued ...

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

10 10

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

SBAHQ-14-R-0015

Period of Performance: 09/29/2018 to 09/28/2019

4011 Option 4-Task 11 - Analysis of Delegated Lender Process (Option Line Item) Anticipated Exercise Date07/29/2018 Period of Performance: 09/29/2018 to 09/28/2019

4012 Option 4-Task 12 - Biannual Analysis of Oversight Program and Process (Option Line Item) Anticipated Exercise Date07/29/2018 Period of Performance: 09/29/2018 to 09/28/2019

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

File details come from the government source that posted it. Updated Nov 14, 2017.