Credit Modeling

Award Notice Posted

Solicitation number
SBAHQ-15-0001
Agency
Awarded
to FI Consulting, Inc.
Set-aside
No set-aside

Opportunity facts

Contract number
SBAHQ-15-D-0003 Federal IDV award
NAICS code
541211 Offices of Certified Public Accountants
PSC
Not on record

Notice details come from SAM.gov. Updated .

Notice text

3 versions

Update #3 · Latest ·

Added: Dec 29, 2014 8:45 am Notice of Award
SBAHQ-15-D-0003

FI Consulting, Inc.


2111 Wilson Blvd. Ste. 70
Arlington, VA 22201
(DUNS number 126150056)


Amount: IDIQ Maximum Amount: $10,000,000.00


The number of offers solicited is unknown as the solicitation was published on the Government's FedBizOpps website.



The number of offers received was: 4.

Update #2 ·

Added: Oct 21, 2014 12:29 pm Modified: Nov 14, 2014 9:37 amTrack Changes SOLICITATION NUMBER: SBAHQ-15-R-0001

AMENDMENT 0002 - PROPOSAL DUE DATE IS 11/18/2014 12:002 PM MDT.

This is a combined synopsis/solicitation for commercial items 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; proposals are being requested and a written solicitation will not be issued. IT IS THE INTENT TO AWARD UP ONE IDIQ CONTRACT AND SUBSQUENT TASK ORDER. (ii) The solicitation number and a statement that the solicitation is issued as request for proposal (RFP).
(iii) A statement that the solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-66.
(iv) This solicitation is a Total Small Business Set -aside. The NAICS is 541211. The small business size standard is $19 million.
(v) A list of contract line item number(s) and items, quantities and units of measure, and options are listed on the SF 1449 and attached documents
(vi) Description of requirements for the items to be acquired.
The Contractor shall provide services necessary to OFAM to provide technical assistance and support in the Credit Modeling and Analysis for SBA. OFAM calculates and provides President's Budget formulation cost estimates with subsidy rates to the Office of Management and Budget (OMB) performs annual re-estimates (both Financial Statement and President's Budget) for over 150 cohorts for its business loan and disaster loan programs, and performs cost estimates and analyses as requested by the senior management within SBA, OMB, House or Senate committees and the Congressional Budget Office.


Given the constant evolution of best practices in the federal credit modeling environment, the Vendor shall be required to provide various types of technical assistance with all analysis, and research to ensure that its services provide SBA with credit reform models and processes that are current, compliant with regulations, relevant, and reflective of industry best practices.


Further details are attached in the detailed solicitation.


(vii) Dates and Delivery: Base of twelve months and four twelve month options. Task Order 001 Period of Performance is twelve months.
(viii) The provision at 52.212-1, Instructions to Offerors-Commercial, applies to this acquisition and a statement regarding any addenda to the provision. NOTE: For complete instructions see the attached solicitation document
(ix) The provision at 52.212-2, Evaluation-Commercial Items, if used, and the specific evaluation criteria to be included in paragraph (a) of that provision. If this provision is not used, describe the evaluation procedures to be used. NOTE: For complete instructions see the attached solicitation document
(x) The offerors are to completed copy of the provision at 52.212-3, Offeror Representations and Certifications-Commercial Items, with its offer. NOTE: As detailed in the attached solicitation documents.
(xi) The clause at 52.212-4, Contract Terms and Conditions-Commercial Items, applies to this acquisition and a statement regarding any addenda to the clause. NOTE: As detailed in the attached solicitation documents.
(xii) The clause at 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders-Commercial Items, applies to this acquisition and a statement regarding which, if any, of the additional FAR clauses cited in the clause are applicable to the acquisition. As detailed in the attached solicitation documents.
(xv) 11.1 - QUESTIONS ARE DUE TO THE CONTRACTING OFFICER AT TONI.HOSKINSON@SBA.GOV NLT, October 31, 2014.
PROPOSALS ARE DUE NOVEMBER 18, 2014 AT 12:00 P.M. MOUNTAIN STANDARD TIME.
(xvi) PROPOSAL SHALL BE SUBMITTED IN ONE ELECTRONICALLY TO EMAILED TO TONI.HOSKINSON@SBA.GOV,


 


 

Update #1 ·

Added: Oct 21, 2014 12:29 pm SOLICITATION NUMBER: SBAHQ-15-R-0001

This is a combined synopsis/solicitation for commercial items 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; proposals are being requested and a written solicitation will not be issued. IT IS THE INTENT TO AWARD UP ONE IDIQ CONTRACT AND SUBSQUENT TASK ORDER. (ii) The solicitation number and a statement that the solicitation is issued as request for proposal (RFP).
(iii) A statement that the solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-66.
(iv) This solicitation is a Total Small Business Set -aside. The NAICS is 541211. The small business size standard is $19 million.
(v) A list of contract line item number(s) and items, quantities and units of measure, and options are listed on the SF 1449 and attached documents
(vi) Description of requirements for the items to be acquired.
The Contractor shall provide services necessary to OFAM to provide technical assistance and support in the Credit Modeling and Analysis for SBA. OFAM calculates and provides President's Budget formulation cost estimates with subsidy rates to the Office of Management and Budget (OMB) performs annual re-estimates (both Financial Statement and President's Budget) for over 150 cohorts for its business loan and disaster loan programs, and performs cost estimates and analyses as requested by the senior management within SBA, OMB, House or Senate committees and the Congressional Budget Office.


Given the constant evolution of best practices in the federal credit modeling environment, the Vendor shall be required to provide various types of technical assistance with all analysis, and research to ensure that its services provide SBA with credit reform models and processes that are current, compliant with regulations, relevant, and reflective of industry best practices.


Further details are attached in the detailed solicitation.


(vii) Dates and Delivery: Base of twelve months and four twelve month options. Task Order 001 Period of Performance is twelve months.
(viii) The provision at 52.212-1, Instructions to Offerors-Commercial, applies to this acquisition and a statement regarding any addenda to the provision. NOTE: For complete instructions see the attached solicitation document
(ix) The provision at 52.212-2, Evaluation-Commercial Items, if used, and the specific evaluation criteria to be included in paragraph (a) of that provision. If this provision is not used, describe the evaluation procedures to be used. NOTE: For complete instructions see the attached solicitation document
(x) The offerors are to completed copy of the provision at 52.212-3, Offeror Representations and Certifications-Commercial Items, with its offer. NOTE: As detailed in the attached solicitation documents.
(xi) The clause at 52.212-4, Contract Terms and Conditions-Commercial Items, applies to this acquisition and a statement regarding any addenda to the clause. NOTE: As detailed in the attached solicitation documents.
(xii) The clause at 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders-Commercial Items, applies to this acquisition and a statement regarding which, if any, of the additional FAR clauses cited in the clause are applicable to the acquisition. As detailed in the attached solicitation documents.
(xv) 11.1 - QUESTIONS ARE DUE TO THE CONTRACTING OFFICER AT TONI.HOSKINSON@SBA.GOV NLT, October 31, 2014.
PROPOSALS ARE DUE NOVEMBER 18, 2014 AT 12:00 P.M. MOUNTAIN STANDARD TIME.
(xvi) PROPOSAL SHALL BE SUBMITTED IN ONE ELECTRONICALLY TO EMAILED TO TONI.HOSKINSON@SBA.GOV,


 


 

Files

File Type Posted
amendment_0002_sf_30.pdf PDF
CFO_Credit_Modeling_Solicitation_amentment_0001_AcceptedChanges_SWS.docx DOCX document
Solicitation_Questions_SBA_Response.xlsx XLSX spreadsheet
sf_30.pdf PDF
attachment_1_Pricing__.xlsx XLSX spreadsheet
CFO_Credit_Modeling_Solicitation_final_.docx DOCX document
Contractor_Employee_Nondisclosure_form.doc DOC document
sf_1449.pdf PDF

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