Capital Markets eLearning Course Library
Closed Solicitation Posted
This opportunity was awarded. See the award notice from .
- Solicitation number
- 2031JW24Q00102
- Agency
-
Office of the Comptroller of the Currency
Department of the Treasury
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 611430 Professional and Management Development Training
- PSC
- U009 Education/Training- General
- Place of performance
- Washington, Mississippi, United States
- Points of contact
Notice details come from SAM.gov. Updated .
About this opportunity
The Department of the Treasury Office of the Comptroller of the Currency (OCC) is seeking quotes for a capital markets eLearning course library to provide unlimited access for its examiners, specialists, and team leads. The OCC requires a base of 500 licenses, with the option to increase up to 800 licenses, and 3 OCC administrator licenses. The contract has a 12-month base period with four 12-month option periods. Responses will be evaluated on a lowest price technically acceptable basis, and quotes are due by June 13, 2024 at 10am Eastern.
There is no set-aside for this procurement, and the NAICS code is 611430 (Professional and Management Development Training) with a $15M small business size standard. The OCC is not providing a cost estimate or budget, and there is no incumbent contractor. The contract requires the contractor to provide access to an eLearning library covering critical capital markets subject areas such as securitization, funds transfer pricing, counterparty credit risk, price risk, and balance sheet management, with performance at the contractor's site.
Notice text
2 versions
Update #2 · Latest ·
Amendment 0001:
The purpose of this amendment is to:
- Extend the due date for quotes from June 13, 2024 to June 19, 2023
- Update FAR Clause 52.212-5 to the May 2024 version.
- Add FAR Clause 52.239-1 Privacy or Security Safeguards. (AUG 1996)
- Update the deadline for questions and answers – Part V – Preparation and Submission of Quote – A – Questions and Amendments (June 10, 2024 - 10am).
- Upload questions and answers. There are no changes to the RFQ as a result of these questions and answers.
- The original RFQ is replaced with a clean verssion of the PDF. The original RFQ accidentally included track changes. No sensitive information was included in the track changes version.
Capital Markets eLearning Course Library - combined synopsis/solicitation - updated per Amendment 0001.
(1) Action Code. N/A
(2) Date (Original posting). May 29
(3) Year. 2024
(4) Contracting Office ZIP Code. 20219
(5) Product or Service Code. U009
(6) Contracting Office Address. 400 7th St. SW; Washington, DC
(7) Subject. Combined synopsis/solicitation for capital markets eLearning course library
(8) Proposed Solicitation Number. 2031JW24Q00102
(9) Closing Response Date. June 19, 2024
(10) Contact Point or Contracting Officer. Karen Oettinger
(11) Contract Award and Solicitation Number. N/A; 2031JW24Q00102
(12) Contract Award Dollar Amount. TBD
(13) Line Item Number. See Attachment 1
(14) Contract Award Date. TBD
(15) Contractor. TBD
(16) Description.
- This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with the format in subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued.
(ii) The solicitation is issued as a request for quote (RFQ) and the solicitation number is 2031JW24Q00102.
(iii) The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2024-05, effective May 22, 2024.
(iv) There is no set aside. The NAICS code is 611430 (Professional and Management Development Training) and the small business size standard is $15M.
(v) A list of line item number(s) and items, quantities, and units of measure (including option(s), if applicable) can be found in Attachment 1- pricing workbook.
(vi) Description of requirements for the items to be acquired: The OCC requires unlimited access to the eLearning course library to support examiners, specialists, and team leads in various capital markets critical subject areas. OCC requires a base of 500 licenses, with the option to increase the number of licenses up to 800, and 3 OCC administrators for each year the purchase order is in effect. See the SOW.
(vii) Date(s) and place(s) of delivery and acceptance and FOB point. PoP is a 12-month base year, with four 12 month options.
(viii) A provision similar to 52.212-1, Instructions to Offerors-Commercial Products and Commercial Services, applies to this acquisition.
(ix) The evaluation procedure is lowest price technically acceptable.
(x) 52.212-3, Offeror Representations and Certifications – Commercial Products and Commercial Services – Quoters shall complete only paragraph (b) of the provision if the Quoter has completed the annual representations and certification electronically in the System for Award Management (SAM) accessed through https://www.sam.gov. If the Quoter has not completed the annual representations and certifications electronically, the Quoter shall complete only paragraphs (c) through (u) of this provision.
(xi) Clause 52.212-4, Contract Terms and Conditions-Commercial Products and Commercial Services, applies to this acquisition. There are no addenda to the clause.
(xii) Clause 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders-Commercial Products and Commercial Services, applies to this acquisition and is included as full text.
(xiii) There are no additional contract requirements or terms and conditions outside of this solicitation.
(xiv) The Defense Priorities and Allocations System (DPAS) and assigned rating, is not applicable.
(xv) Quotations are due via email to Karen.Oettinger@occ.treas.gov, June 19, 2024 at 10am (Eastern).
(xvi) Point of contact regarding the solicitation: Karen Oettinger - karen.oettinger@occ.treas.gov.
(17) Place of Contract Performance. Contractor’s site
(18) Set-aside Status. N/A
Update #1 ·
Capital Markets eLearning Course Library - combined synopsis/solicitation.
(1) Action Code. N/A
(2) Date. May 29
(3) Year. 2024
(4) Contracting Office ZIP Code. 20219
(5) Product or Service Code. U009
(6) Contracting Office Address. 400 7th St. SW; Washington, DC
(7) Subject. Combined synopsis/solicitation for capital markets eLearning course library
(8) Proposed Solicitation Number. 2031JW24Q00102
(9) Closing Response Date. June 13, 2024
(10) Contact Point or Contracting Officer. Karen Oettinger
(11) Contract Award and Solicitation Number. N/A; 2031JW24Q00102
(12) Contract Award Dollar Amount. TBD
(13) Line Item Number. See Attachment 1
(14) Contract Award Date. TBD
(15) Contractor. TBD
(16) Description.
- This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with the format in subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued.
(ii) The solicitation is issued as a request for quote (RFQ) and the solicitation number is 2031JW24Q00102.
(iii) The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2024-05, effective May 22, 2024.
(iv) There is no set aside. The NAICS code is 611430 (Professional and Management Development Training) and the small business size standard is $15M.
(v) A list of line item number(s) and items, quantities, and units of measure (including option(s), if applicable) can be found in Attachment 1- pricing workbook.
(vi) Description of requirements for the items to be acquired: The OCC requires unlimited access to the eLearning course library to support examiners, specialists, and team leads in various capital markets critical subject areas. OCC requires a base of 500 licenses, with the option to increase the number of licenses up to 800, and 3 OCC administrators for each year the purchase order is in effect. See the SOW.
(vii) Date(s) and place(s) of delivery and acceptance and FOB point. PoP is a 12-month base year, with four 12 month options.
(viii) A provision similar to 52.212-1, Instructions to Offerors-Commercial Products and Commercial Services, applies to this acquisition.
(ix) The evaluation procedure is lowest price technically acceptable.
(x) 52.212-3, Offeror Representations and Certifications – Commercial Products and Commercial Services – Quoters shall complete only paragraph (b) of the provision if the Quoter has completed the annual representations and certification electronically in the System for Award Management (SAM) accessed through https://www.sam.gov. If the Quoter has not completed the annual representations and certifications electronically, the Quoter shall complete only paragraphs (c) through (u) of this provision.
(xi) Clause 52.212-4, Contract Terms and Conditions-Commercial Products and Commercial Services, applies to this acquisition. There are no addenda to the clause.
(xii) Clause 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders-Commercial Products and Commercial Services, applies to this acquisition and is included as full text.
(xiii) There are no additional contract requirements or terms and conditions outside of this solicitation.
(xiv) The Defense Priorities and Allocations System (DPAS) and assigned rating, is not applicable.
(xv) Quotations are due via email to Karen.Oettinger@occ.treas.gov, June 13, 2024 at 10am (Eastern).
(xvi) Point of contact regarding the solicitation: Karen Oettinger - karen.oettinger@occ.treas.gov.
(17) Place of Contract Performance. Contractor’s site
(18) Set-aside Status. N/A
Files
| File | Type | Posted |
|---|---|---|
| 2031JW24Q00102 - SAM.gov - clean.pdf | ||
| 2031JW24Q00101 - Amendment 0001 - QA.pdf | ||
| 2031JW24Q00102 - Amendment 0001.pdf | ||
| Attachment 2 - Requirement spreadsheet.xlsx | XLSX spreadsheet | |
| Attachment 1 - Pricing workbook.xlsx | XLSX spreadsheet | |
| 2031JW24Q00102 - SAM.gov.pdf |
Notice history
| Notice | Type | Posted |
|---|---|---|
| Capital Markets eLearning Course Library | Award Notice | |
| This notice | Solicitation |
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