Loan File Review for Risk Oversight Support Services

The General Services Administration, on behalf of the Small Business Administration, is seeking qualified firms to perform loan file review and risk oversight support services for the SBA's 7(a) and 504 guaranteed loan programs. This sources sought notice is issued for market research purposes to assess vendor interest before a formal solicitation is posted on sam.gov. The contract will be structured as a performance-based blanket purchase agreement with requirements stated in terms of desired results and associated quality standards. Key qualifications include a minimum of five years of experience with 7(a) and/or 504 loans for file review staff, with the Project Manager requiring five years of recent experience managing loan review teams and preferably holding a master's degree in accounting or J.D. degree with ten years of experience. Interested vendors must complete a Google Form response no later than April 8, 2026 at 4:00 PM Eastern Time, and all respondents must have valid SAM registration and a UEI; the notice does not establish any formal evaluation criteria, as this is market research only and the government incurs no obligation to award based on responses received.

This procurement carries no set-aside designation and involves no identified incumbent contractors. The contract will operate on a firm-fixed-price basis per individual review unit, with compensation structured across multiple line items covering origination reviews (estimated 1,775 7(a) files and 700 504 files annually), servicing reviews (700 7(a) files and 1,160 504 files annually), liquidation reviews (100 7(a) files and 15 504 files annually), and partial/targeted reviews (40 files annually), supplemented by separate pricing for special forensic reviews, ad hoc analytics, system configuration, and on-site support services. The contractor must establish and maintain a web-based virtual data warehouse with integrated Customer Relationship Management and Management Workflow System capabilities supporting up to 50 users (with a maximum of 75), including Spanish-language file review capability. The base contract period is one year with four optional one-year renewals, for a potential five-year performance window, with draft reports due within 25 business days of receiving complete loan files and final reports within 5 business days of receiving Contracting Officer's Representative comments.