CDFI Fund - New Markets Tax Credit (NMTC) Native Initiative

Closed Solicitation Posted

This opportunity was awarded. See the award notice from .

Solicitation number
20340622R00001
Agency
Responses due
Set-aside
Total Small Business

Opportunity facts

Place of performance
Washington, District of Columbia 20001, United States

Notice details come from SAM.gov. Updated .

Notice text

7 versions

Update #7 · Latest ·

Amendment 0005 is being issued for the purpose of answering vendor questions and clarifying that the Government is only requesting Past Performance information from those Contractors who submitted their proposals on or before December 3, 2021 @ 12:00pm (noon) ET. All other aspects of the solicitaiton remain unchanged.

Please note that Past Performance is being requested and will be used as a Non-Price Technical Factor.   Please see the questions and answers for further details. 


All Past Performance information shall be received no later than 12:00PM (Noon) ET on Thursday, December 30, 2021.

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Amendment 0004 is being issued for the purpose of adding Volume III: Past Performance as part of the instructions to offerors. All other aspects of the solicitaiton remain unchanged.


All proposals shall be received no later than 12:00PM (Noon) ET on Thursday, December 30, 2021.

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Amendment 0003

This amendment is being issued to answer vendor questions and extend the deadline for proposal submissions.

All proposals shall be received no later than 12:00PM (ET), Friday, December 03, 2021.

Answers to vendor questions can be found below in attachment 20340622R00001 Amnd 0003.

----------------------------------------------------------------------------------------------------------------------

Amendment 0002

This amendment is being issued to correct dates in the previous amendment.

All questions shall be received no later than 2:00 PM (ET), Thursday, November 18, 2021.

All quotes shall be received no later than 2:00 PM (ET), Friday, November 26, 2021.

----------------------------------------------------------------------------------------------------------------------

Amendment 0001

This amendment is being issued for the purpose of providing attachment 20340622R00001, establishing a deadline for questions to be submitted, answering a question, and extending the deadline for quote submissions/revisions.

All questions shall be received no later than 2:00 PM (ET), Tuesday, November 18, 2021.

All quotes shall be received no later than 2:00 PM (ET), Wednesday, November 26, 2021.

------------------------------------------------------------------------------------------------------------------------

This solicitation is issued by the Bureau of the Fiscal Service, on behalf of the Community Development Financial Institutions (CDFI) Fund, for the purpose of acquiring services to support the New Markets Tax Credit (NMTC) Native Initiative, as specified herein.

 The CDFI Fund's mission is to expand economic opportunity for underserved people and communities by supporting the growth and capacity of a national network of community development lenders, investors, and financial service providers. The CDFI Fund achieves its mission through the administration of the Community Development Financial Institutions Program (CDFI Program), Native American CDFI Assistance Program (NACA Program), Capital Magnet Fund (CMF), Bank Enterprise Award Program (BEA Program), New Markets Tax Credit Program (NMTC Program) and other CDFI Fund programs. These programs make annual awards through competitive application rounds administered by the CDFI Fund.

The New Markets Tax Credit (NMTC) was established by Congress in December 2000 to help Low-Income Communities (LICs) attract private investment capital by providing investors with a Federal tax credit.  The NMTC Program, administered by the CDFI Fund, awards tax credit allocation authority to certified Community Development Entities (CDEs) through annual, competitive application rounds administered by the CDFI Fund.

The objective of this contract is to obtain the services of a contractor to perform preliminary research and analysis, and report on the specific challenges that Native entities (e.g. Tribes, Alaskan Native Villages, Native Hawaiian communities) experience participating in the NMTC Program.  The research and analysis will be used to inform the development of training curriculum and related materials, which will include a self-assessment guide.

Questions and/or quotes shall be sent via email to purchasing@fiscal.treasury.gov with the subject line: 20340622R00001 ATTN: Carozza/Ashcroft: CDFI NMTC Native Initiative. Vendors shall indicate main points of contact as well as email and business size under NAICS 541611 as this is a 100% total small business set-aside.

Quotes shall be received no later than 2:00 PM ET Friday, November 19, 2021.

Update #6 ·

Amendment 0004 is being issued for the purpose of adding Volume III: Past Performance as part of the instructions to offerors. All other aspects of the solicitaiton remain unchanged.


All proposals shall be received no later than 12:00PM (Noon) ET on Thursday, December 30, 2021.

----------------------------------------------------------------------------------------------------------------------

Amendment 0003

This amendment is being issued to answer vendor questions and extend the deadline for proposal submissions.

All proposals shall be received no later than 12:00PM (ET), Friday, December 03, 2021.

Answers to vendor questions can be found below in attachment 20340622R00001 Amnd 0003.

----------------------------------------------------------------------------------------------------------------------

Amendment 0002

This amendment is being issued to correct dates in the previous amendment.

All questions shall be received no later than 2:00 PM (ET), Thursday, November 18, 2021.

All quotes shall be received no later than 2:00 PM (ET), Friday, November 26, 2021.

----------------------------------------------------------------------------------------------------------------------

Amendment 0001

This amendment is being issued for the purpose of providing attachment 20340622R00001, establishing a deadline for questions to be submitted, answering a question, and extending the deadline for quote submissions/revisions.

All questions shall be received no later than 2:00 PM (ET), Tuesday, November 18, 2021.

All quotes shall be received no later than 2:00 PM (ET), Wednesday, November 26, 2021.

------------------------------------------------------------------------------------------------------------------------

This solicitation is issued by the Bureau of the Fiscal Service, on behalf of the Community Development Financial Institutions (CDFI) Fund, for the purpose of acquiring services to support the New Markets Tax Credit (NMTC) Native Initiative, as specified herein.

 The CDFI Fund's mission is to expand economic opportunity for underserved people and communities by supporting the growth and capacity of a national network of community development lenders, investors, and financial service providers. The CDFI Fund achieves its mission through the administration of the Community Development Financial Institutions Program (CDFI Program), Native American CDFI Assistance Program (NACA Program), Capital Magnet Fund (CMF), Bank Enterprise Award Program (BEA Program), New Markets Tax Credit Program (NMTC Program) and other CDFI Fund programs. These programs make annual awards through competitive application rounds administered by the CDFI Fund.

The New Markets Tax Credit (NMTC) was established by Congress in December 2000 to help Low-Income Communities (LICs) attract private investment capital by providing investors with a Federal tax credit.  The NMTC Program, administered by the CDFI Fund, awards tax credit allocation authority to certified Community Development Entities (CDEs) through annual, competitive application rounds administered by the CDFI Fund.

The objective of this contract is to obtain the services of a contractor to perform preliminary research and analysis, and report on the specific challenges that Native entities (e.g. Tribes, Alaskan Native Villages, Native Hawaiian communities) experience participating in the NMTC Program.  The research and analysis will be used to inform the development of training curriculum and related materials, which will include a self-assessment guide.

Questions and/or quotes shall be sent via email to purchasing@fiscal.treasury.gov with the subject line: 20340622R00001 ATTN: Carozza/Ashcroft: CDFI NMTC Native Initiative. Vendors shall indicate main points of contact as well as email and business size under NAICS 541611 as this is a 100% total small business set-aside.

Quotes shall be received no later than 2:00 PM ET Friday, November 19, 2021.

Update #5 ·

Amendment 0003

This amendment is being issued to answer vendor questions and extend the deadline for proposal submissions.

All proposals shall be received no later than 12:00PM (ET), Friday, December 03, 2021.

Answers to vendor questions can be found below in attachment 20340622R00001 Amnd 0003.

----------------------------------------------------------------------------------------------------------------------

Amendment 0002

This amendment is being issued to correct dates in the previous amendment.

All questions shall be received no later than 2:00 PM (ET), Thursday, November 18, 2021.

All quotes shall be received no later than 2:00 PM (ET), Friday, November 26, 2021.

----------------------------------------------------------------------------------------------------------------------

Amendment 0001

This amendment is being issued for the purpose of providing attachment 20340622R00001, establishing a deadline for questions to be submitted, answering a question, and extending the deadline for quote submissions/revisions.

All questions shall be received no later than 2:00 PM (ET), Tuesday, November 18, 2021.

All quotes shall be received no later than 2:00 PM (ET), Wednesday, November 26, 2021.

------------------------------------------------------------------------------------------------------------------------

This solicitation is issued by the Bureau of the Fiscal Service, on behalf of the Community Development Financial Institutions (CDFI) Fund, for the purpose of acquiring services to support the New Markets Tax Credit (NMTC) Native Initiative, as specified herein.

 The CDFI Fund's mission is to expand economic opportunity for underserved people and communities by supporting the growth and capacity of a national network of community development lenders, investors, and financial service providers. The CDFI Fund achieves its mission through the administration of the Community Development Financial Institutions Program (CDFI Program), Native American CDFI Assistance Program (NACA Program), Capital Magnet Fund (CMF), Bank Enterprise Award Program (BEA Program), New Markets Tax Credit Program (NMTC Program) and other CDFI Fund programs. These programs make annual awards through competitive application rounds administered by the CDFI Fund.

The New Markets Tax Credit (NMTC) was established by Congress in December 2000 to help Low-Income Communities (LICs) attract private investment capital by providing investors with a Federal tax credit.  The NMTC Program, administered by the CDFI Fund, awards tax credit allocation authority to certified Community Development Entities (CDEs) through annual, competitive application rounds administered by the CDFI Fund.

The objective of this contract is to obtain the services of a contractor to perform preliminary research and analysis, and report on the specific challenges that Native entities (e.g. Tribes, Alaskan Native Villages, Native Hawaiian communities) experience participating in the NMTC Program.  The research and analysis will be used to inform the development of training curriculum and related materials, which will include a self-assessment guide.

Questions and/or quotes shall be sent via email to purchasing@fiscal.treasury.gov with the subject line: 20340622R00001 ATTN: Carozza/Ashcroft: CDFI NMTC Native Initiative. Vendors shall indicate main points of contact as well as email and business size under NAICS 541611 as this is a 100% total small business set-aside.

Quotes shall be received no later than 2:00 PM ET Friday, November 19, 2021.

Update #4 ·

Amendment 0002

This amendment is being issued to correct dates in the previous amendment.

All questions shall be received no later than 2:00 PM (ET), Thursday, November 18, 2021.

All quotes shall be received no later than 2:00 PM (ET), Friday, November 26, 2021.

----------------------------------------------------------------------------------------------------------------------

Amendment 0001

This amendment is being issued for the purpose of providing attachment 20340622R00001, establishing a deadline for questions to be submitted, answering a question, and extending the deadline for quote submissions/revisions.

All questions shall be received no later than 2:00 PM (ET), Tuesday, November 18, 2021.

All quotes shall be received no later than 2:00 PM (ET), Wednesday, November 26, 2021.

------------------------------------------------------------------------------------------------------------------------

This solicitation is issued by the Bureau of the Fiscal Service, on behalf of the Community Development Financial Institutions (CDFI) Fund, for the purpose of acquiring services to support the New Markets Tax Credit (NMTC) Native Initiative, as specified herein.

 The CDFI Fund's mission is to expand economic opportunity for underserved people and communities by supporting the growth and capacity of a national network of community development lenders, investors, and financial service providers. The CDFI Fund achieves its mission through the administration of the Community Development Financial Institutions Program (CDFI Program), Native American CDFI Assistance Program (NACA Program), Capital Magnet Fund (CMF), Bank Enterprise Award Program (BEA Program), New Markets Tax Credit Program (NMTC Program) and other CDFI Fund programs. These programs make annual awards through competitive application rounds administered by the CDFI Fund.

The New Markets Tax Credit (NMTC) was established by Congress in December 2000 to help Low-Income Communities (LICs) attract private investment capital by providing investors with a Federal tax credit.  The NMTC Program, administered by the CDFI Fund, awards tax credit allocation authority to certified Community Development Entities (CDEs) through annual, competitive application rounds administered by the CDFI Fund.

The objective of this contract is to obtain the services of a contractor to perform preliminary research and analysis, and report on the specific challenges that Native entities (e.g. Tribes, Alaskan Native Villages, Native Hawaiian communities) experience participating in the NMTC Program.  The research and analysis will be used to inform the development of training curriculum and related materials, which will include a self-assessment guide.

Questions and/or quotes shall be sent via email to purchasing@fiscal.treasury.gov with the subject line: 20340622R00001 ATTN: Carozza/Ashcroft: CDFI NMTC Native Initiative. Vendors shall indicate main points of contact as well as email and business size under NAICS 541611 as this is a 100% total small business set-aside.

Quotes shall be received no later than 2:00 PM ET Friday, November 19, 2021.

Update #3 ·

***Please note that the day of the week listed under Amendment 0001 was listed incorrectly. The correct dates are below:

All questions shall be received no later than 2:00 PM (ET), Thursday, November 18, 2021.

All quotes shall be received no later than 2:00 PM (ET), Friday, November 26, 2021.

----------------------------------------------------------------------------------------------------------------------

Amendment 0001

This amendment is being issued for the purpose of providing attachment 20340622R00001, establishing a deadline for questions to be submitted, answering a question, and extending the deadline for quote submissions/revisions.

All questions shall be received no later than 2:00 PM (ET), Tuesday, November 18, 2021.

All quotes shall be received no later than 2:00 PM (ET), Wednesday, November 26, 2021.

------------------------------------------------------------------------------------------------------------------------

This solicitation is issued by the Bureau of the Fiscal Service, on behalf of the Community Development Financial Institutions (CDFI) Fund, for the purpose of acquiring services to support the New Markets Tax Credit (NMTC) Native Initiative, as specified herein.

 The CDFI Fund's mission is to expand economic opportunity for underserved people and communities by supporting the growth and capacity of a national network of community development lenders, investors, and financial service providers. The CDFI Fund achieves its mission through the administration of the Community Development Financial Institutions Program (CDFI Program), Native American CDFI Assistance Program (NACA Program), Capital Magnet Fund (CMF), Bank Enterprise Award Program (BEA Program), New Markets Tax Credit Program (NMTC Program) and other CDFI Fund programs. These programs make annual awards through competitive application rounds administered by the CDFI Fund.

The New Markets Tax Credit (NMTC) was established by Congress in December 2000 to help Low-Income Communities (LICs) attract private investment capital by providing investors with a Federal tax credit.  The NMTC Program, administered by the CDFI Fund, awards tax credit allocation authority to certified Community Development Entities (CDEs) through annual, competitive application rounds administered by the CDFI Fund.

The objective of this contract is to obtain the services of a contractor to perform preliminary research and analysis, and report on the specific challenges that Native entities (e.g. Tribes, Alaskan Native Villages, Native Hawaiian communities) experience participating in the NMTC Program.  The research and analysis will be used to inform the development of training curriculum and related materials, which will include a self-assessment guide.

Questions and/or quotes shall be sent via email to purchasing@fiscal.treasury.gov with the subject line: 20340622R00001 ATTN: Carozza/Ashcroft: CDFI NMTC Native Initiative. Vendors shall indicate main points of contact as well as email and business size under NAICS 541611 as this is a 100% total small business set-aside.

Quotes shall be received no later than 2:00 PM ET Friday, November 19, 2021.

Update #2 ·

Amendment 0001

This amendment is being issued for the purpose of providing attachment 20340622R00001, establishing a deadline for questions to be submitted, answering a question, and extending the deadline for quote submissions/revisions.

All questions shall be received no later than 2:00 PM (ET), Tuesday, November 18, 2021.

All quotes shall be received no later than 2:00 PM (ET), Wednesday, November 26, 2021.

------------------------------------------------------------------------------------------------------------------------

This solicitation is issued by the Bureau of the Fiscal Service, on behalf of the Community Development Financial Institutions (CDFI) Fund, for the purpose of acquiring services to support the New Markets Tax Credit (NMTC) Native Initiative, as specified herein.

 The CDFI Fund's mission is to expand economic opportunity for underserved people and communities by supporting the growth and capacity of a national network of community development lenders, investors, and financial service providers. The CDFI Fund achieves its mission through the administration of the Community Development Financial Institutions Program (CDFI Program), Native American CDFI Assistance Program (NACA Program), Capital Magnet Fund (CMF), Bank Enterprise Award Program (BEA Program), New Markets Tax Credit Program (NMTC Program) and other CDFI Fund programs. These programs make annual awards through competitive application rounds administered by the CDFI Fund.

The New Markets Tax Credit (NMTC) was established by Congress in December 2000 to help Low-Income Communities (LICs) attract private investment capital by providing investors with a Federal tax credit.  The NMTC Program, administered by the CDFI Fund, awards tax credit allocation authority to certified Community Development Entities (CDEs) through annual, competitive application rounds administered by the CDFI Fund.

The objective of this contract is to obtain the services of a contractor to perform preliminary research and analysis, and report on the specific challenges that Native entities (e.g. Tribes, Alaskan Native Villages, Native Hawaiian communities) experience participating in the NMTC Program.  The research and analysis will be used to inform the development of training curriculum and related materials, which will include a self-assessment guide.

Questions and/or quotes shall be sent via email to purchasing@fiscal.treasury.gov with the subject line: 20340622R00001 ATTN: Carozza/Ashcroft: CDFI NMTC Native Initiative. Vendors shall indicate main points of contact as well as email and business size under NAICS 541611 as this is a 100% total small business set-aside.

Quotes shall be received no later than 2:00 PM ET Friday, November 19, 2021.

Update #1 ·

This solicitation is issued by the Bureau of the Fiscal Service, on behalf of the Community Development Financial Institutions (CDFI) Fund, for the purpose of acquiring services to support the New Markets Tax Credit (NMTC) Native Initiative, as specified herein.

 The CDFI Fund's mission is to expand economic opportunity for underserved people and communities by supporting the growth and capacity of a national network of community development lenders, investors, and financial service providers. The CDFI Fund achieves its mission through the administration of the Community Development Financial Institutions Program (CDFI Program), Native American CDFI Assistance Program (NACA Program), Capital Magnet Fund (CMF), Bank Enterprise Award Program (BEA Program), New Markets Tax Credit Program (NMTC Program) and other CDFI Fund programs. These programs make annual awards through competitive application rounds administered by the CDFI Fund.

The New Markets Tax Credit (NMTC) was established by Congress in December 2000 to help Low-Income Communities (LICs) attract private investment capital by providing investors with a Federal tax credit.  The NMTC Program, administered by the CDFI Fund, awards tax credit allocation authority to certified Community Development Entities (CDEs) through annual, competitive application rounds administered by the CDFI Fund.

The objective of this contract is to obtain the services of a contractor to perform preliminary research and analysis, and report on the specific challenges that Native entities (e.g. Tribes, Alaskan Native Villages, Native Hawaiian communities) experience participating in the NMTC Program.  The research and analysis will be used to inform the development of training curriculum and related materials, which will include a self-assessment guide.

Questions and/or quotes shall be sent via email to purchasing@fiscal.treasury.gov with the subject line: 20340622R00001 ATTN: Carozza/Ashcroft: CDFI NMTC Native Initiative. Vendors shall indicate main points of contact as well as email and business size under NAICS 541611 as this is a 100% total small business set-aside.

Quotes shall be received no later than 2:00 PM ET Friday, November 19, 2021.

Files

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Notice history

Notice Type Posted
CDFI Fund - New Markets Tax Credit (NMTC) Native Initiative Award Award Notice
This notice Latest solicitation Solicitation
CDFI Fund - New Markets Tax Credit (NMTC) Native Initiative Original Pre-Solicitation

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