Solicitation_Questions_SBA_Response.xlsx

XLSX spreadsheet 16 KB Posted Nov 10, 2014

Attached to: Credit Modeling
Solicitation number: SBAHQ-15-0001
Issued by: Small Business Administration Office of Performance Management and the Chief Financial Officer

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File	Type	Posted
amendment_0002_sf_30.pdf	PDF	Nov 14, 2014
CFO_Credit_Modeling_Solicitation_amentment_0001_AcceptedChanges_SWS.docx	DOCX document	Nov 10, 2014
sf_30.pdf	PDF	Nov 10, 2014
attachment_1_Pricing__.xlsx	XLSX spreadsheet	Oct 21, 2014
CFO_Credit_Modeling_Solicitation_final_.docx	DOCX document	Oct 21, 2014
Contractor_Employee_Nondisclosure_form.doc	DOC document	Oct 21, 2014
sf_1449.pdf	PDF	Oct 21, 2014

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Questions

Number	Question		Response
1	May we have the list of model enhancements that is referenced in section 7.2.1.1.2 on page 15?		Model enhancements vary from year to year, for each model. This will be discussed during Transition Period.
2	May we see a list of the reports referenced in the RFP that are submitted to IV&V?		The credit reform loan models for the major loans programs (usually 4 programs) are IVV'd. Each model is submitted to IV&V as a model package. Please refer to the solicitation for a description of a model package.
3	May we have an example of a Financial Statement Re-estimate and model package?		Not at this time. Please refer to the solicitation for a description of a model package.
4	May we see examples of the deliverables for task 2 found in sections 7.2.1.1.23-7.2.1.1.30?		Not at this time, but all documents will be available during the transition period.
5	The security section references contractor’s data facility and housing SBA data offsite. Will the contractor be able to have extracts of SBA loan data resident at the contractors secure facility for use in further developing the models and for the adhoc projects? If yes, will SBA require access to the contractors data facility?		No, SBA requires all data, models, and analysis to remain on SBA's Systems.
6	How many personnel under the incumbent contract provide these services currently?		SBA cannot answer this at this time.
7	P. 20 top of page: four (4) labor categories are identified for the price proposal: Financial Analyst, Senior Financial Analyst, Statistician and Economist. There are no defined labor category requirements for Statistician or Economist. Will SBA provide these labor category requirements?		Please see ammended solicitation.
8	P. 55, Factor 2: Management approach has a 10 page limit, including the Management Work Plan and draft Quality Control Plan. Can the detail Management Work Plan and the draft Quality Control Plan be included as an appendix and not counted in the page count limit?		No. This is SBA's our preference
9	Regarding Section 3.1, second paragraph, last sentence: “SBA will not be responsible for addressing data inaccuracies, incomplete data fields or other data quality issues or considerations”. Does this mean the contractor can eliminate data records that are incomplete or have data anomalies? Please clarify.		No, this data can not be eliminated. The contractor must work with the SBA Team to implement creative fixes.
10	Section 6, p. 12 states Contractor will be provided space, computers and related systems access for up to 5 employees. Section 7.2.1 states SBA will provide on-site space for up to 3 contractor employees. Please clarify the number of employees that will be provided on-site space and equipment.		Please see ammended solicitation.
11	Regarding Section 7.2.1.1.2 – Planned Enhancements for Phase I: What is the average number of proposed model enhancements for each model identified in the table identified in 3.1.4?		The planned model enhancements is a discussion tool for prioritization of model changes with the COR. We expect the Contractor, after the transition period, to propose their own suggestions and prioritization for model changes. The actual number will vary by year and is subject to proposals by the Contractor.
12	Regarding Attachment 2, the references to Sections under CLIN0002 reflect errors in the references to sections. Please clarify.		Please see ammended solicitation.
13	1. General	What is the total contract value for the incumbent (FI Consulting) contract SBAHQ-09-F-0077/GS23F-0056T?	SBA cannot answer this at this time.
14	2. Part 1, Section 1	Knowing that this is an IDIQ type contract, does the SBA anticipate a single award or multiple awards under the IDIQ?	Single
15	3. Part 1, Section 2.1	Will the SBA be providing an estimated level of effort for Task 3, Special Reports and Analysis, so that prospective offerors can adequately develop a Fixed Price bid for this CLIN in each of the contract years?	No, this will be done at the task order level using the negotiated labor rates provided in the parent contractor.
16	4. Part 1, Section 2.1	If the SBA does not provide an estimated level of effort for Task 3, how does the SBA propose or expect prospective offerors to develop an accurate and reasonable Fixed Price bid for Task 3	See above
17	5. Part 2, Section 5	Will the SBA be providing the desired labor categories for this solicitation in addition to those set forth on Pg. 20 of the Solicitation: Financial Analyst, Senior Financial Analyst, Statistician, Economist?	Please see ammended solicitation.
18	6. Part 3, Section 3.0, 2nd Paragraph	Will the SBA be providing to the contract awardee access to historical credit subsidy models and other financial and Federal Credit Reform modeling data upon kick-off of the period of performance?	Yes, after all security clearances are completed.
19	7. Part 3, Section 3.0, 4th Paragraph, Pg. 7, after the “Discontinued Programs” bullets	As states, “when new programs are proposed by the SBA’s senior management, the OMB or via Congressional requests” what does the SBA consider reasonably sufficient time to develop and deliver such financial models resulting from such “new programs proposed”?	Analysis supporting new programs will be issued through separate task order. We expect the Contractor to be experienced working in an environment dictated by OMB and Congressional deadlines. We expect the Contractor to be able to assist SBA provide the best subsidy cost estimates possible in the time that is provided.
20	8. Part 3, Section 3.0, Pg. 7, 7th Paragraph beginning with “Technical Assistance shall include at the minimum the following areas:”	Performance of such functions and responsibilities is contingent upon timely and consistent access to existing SBA data and models, therefore, can SBA confirm that such data and existing models will be provided to the contract awardee in a reasonable time prior to the deliverable due date?	Yes, they will be available to the Contractor for on-site use during the Phase-In period, and as soon as the Contractor has gotten clearance to access SBA's systems.
21	9. Part 3, Section 3.1.4., Page 10	Will the SBA provide the historical SAS code used to develop the applicable models in order to the contractor to maintain the “SAS code and other evaluation methods”?	Yes. SBA defines a model to include all SAS code and analytical files necessary to transition for raw data inputs to producing the final cash flows in the format required for OMB's CSC2.
22	10. Part 3, Section 7.2.1, Pg. 14, 1st paragraph	With regard to the following statement, “additional programs may be assigned to the selected Contractor if the SBA does not have Federal Government employees assigned to support the process” will the SBA provide an estimate of the level of effort of “additional programs” that may be assigned? And can the Government confirm that no “inherently governmental functions” are assigned to the Contractor so that no conflict of interest occurs as a result of contract performance?	Assignment of additional programs will take place through the issuance of an additional task order, with negotitated labor hours at the task order level using the negotiated labor rates in the parent. There are no inherently government functions performed
23	11. Part 3, Section 7.2.1.1.2, Pg. 15	With regard to the statement “it is the responsibility of the model owner to maintain this log”, will the SBA confirm who the model owners are at a time prior to contract / task order performance? Can the SBA confirm that the “model owner” is not the contractor?	Please see ammended solicitation.
24	12. Part 3, Section 7.2.2, Pg. 19	Will the SBA be issuing task orders to the contractor based upon the “additional loan program and subsidy cost analysis” services that are requested on an ad hoc basis, or should the contractor assume that these ad hoc services will be included in an existing task order requirements under the IDIQ?	Please see ammended solicitation. These services are part of Task Order 001. For the programs/models assigned to the Contractor, they shall assist SBA responding to inquiries on the estimates and historical information that supports the estimates.
25	13. Part 3, Section 22.9, Pg. 36	For the “Financing Account Interest Tables” deliverable, will the SBA please clarify which month they intended to define with the text “Weptember 24th” text?	Please see ammended solicitation.
26	14. Part V, Factor 4, Pg. 57	Will the SBA accept both private and public sector past performance provided that such past performance experience meets all of the expressly stated requirements?	Please see Part V for a description of how this factor will be evaluated.
27	15. Part VI, Certifications and Representations	Does the SBA want contractors to submit the entire “Reps and Certs” documentation, or does the Online Reps and Certs (ORCA) provide adequate evidence of the same?	Please complete part 6.
28	1. Given the number and complexity of the required tasks, would the Government be willing to relax the 10 page limit for the Technical Approach and/or management approach?		No
29	2. Can you please provide additional description of the 7(a), 504 ARC loan increases deliverable described in 7.2.1.1.30? The provided description appears to overlap (for the 7(a) loan programs) with the description provided in 7.2.1.1.29		Please see ammended solicitation.
30	3. Does the Government require the offerors to be CPA firms, as listed on the SF 1449 form, box 10?
31	1. Section 58.3 on page 61 states “for proposal purposes do not complete the pricing on the SF 1449 for the Parent IDIQ and the SF 1449 for Task Order 0001.”, however, section 58.4 on page 62 states that we shall fill in blocks 24 and 26 on the SF 1449 which are blocks for pricing information. Can you please clarify what pricing information should be completed on the SF 1449?
32	2. When is the proposal due? The solicitation says 12am on November 18th, FBO.gov says 12pm on November 18th, and the SF 1449 says 11/17 1200.		November 18th, 12:00:00 PM MST
33	3. The “Factors for Evaluation” starting on page 54 list Factor 1 as the technical approach, Factor 2 as the management approach, Factor 3 as Staffing, Factor 4 as Past Performance, and Factor IV as Pricing. Under the “Terms Used in the Evaluation Process” in section 58.2 there is no discussion on how Factor IV, pricing, will be evaluated, and this section seems to indicate that the Staffing factor is not considered in the evaluation. How is staffing considered in the evaluation and how is the pricing factor evaluated?		Please see ammended solicitation.
34	4. Does the completed Attachment 3, the NDA form, need to be submitted with the proposal?		Yes
35	5. The second paragraph on page 58 references Attachment 3 as part of the past performance section. Should this instead reference Attachment 4 found on page 85?		Yes, please see ammended soliciation.
36	6. A clearly defined scope is critical for developing a supportable fixed price estimate. Task 2 is very clearly defined in most aspects; however section 7.2.2 (Additional Loan Program and Subsidy Cost Analysis) is not specific in the frequency and duration of such tasks. We understand that these tasks can be very time intensive. Could section 7.2.2 be changed to time and material? If not, can you please provide us an estimate of the frequency and duration of such tasks or the number of hours anticipated these tasks will take in a given year?		Please see ammended solicitation.
37	7. Since no task orders have been issued in the solicitation for Tasks 3 and 4, is it correct to assume that the “unit price” and “amount” cells in Attachment 1 should be left blank for these tasks? In not, what information should be entered in those cells?		Correct, they should be blank.
38	8. Row 19 of Attachment 1 asks for the total contract value for 1 base year and 4 option years. Since no task orders have been issued for Tasks 3 & 4, is it correct to assume that the value in row 19 should only reflect the pricing of Tasks 1 & 2? If that is not correct, how should we incorporate pricing for Tasks 3 & 4 if no tasks orders have been issued?		Please see ammended solicitation.
39	9. Can you confirm that the pricing of the phase-out for the transition and training period should be developed for the base year even though the transition may occur in a later year of the contract?		Please see ammended solicitation.

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