Loan File Review for Risk Oversight Support Services
Closed Solicitation Posted
- Solicitation number
- 47QACA26R0274
- Agency
- Not on record
- Responses due
- Set-aside
- Total Small Business
Opportunity facts
- NAICS code
- 541990 All Other Professional, Scientific, and Technical Services
- PSC
- R710 Support- Management: Financial
- Place of performance
- Washington, District of Columbia, United States
- Points of contact
Notice details come from SAM.gov. Updated .
About this opportunity
The General Services Administration, procuring on behalf of the Small Business Administration, seeks a Blanket Purchase Agreement for loan file review and risk oversight support services, with proposals due June 26 at 10:00 AM Eastern Time. This is a total small business set-aside under NAICS 541990 with a $19.5 million size standard.
Place of performance is Washington, DC. The contractor will provide loan file reviews for 7(a) and 504 loan programs, including origination, servicing, liquidation, and partial file reviews across an estimated base-year volume of approximately 4,500 files. Services include establishing and maintaining a secure web-based virtual data warehouse with Customer Relationship Management and Management Workflow System capabilities to support 50–75 SBA users, with 99% availability during business hours and 24-hour accessibility. The contractor must deliver draft loan file review reports within 25 business days and final reports within 5 business days of contracting officer comments.
Key personnel include a Project Manager with a minimum of five years of recent 7(a)/504 loan experience and file review staff with equivalent experience; all key personnel must complete at least 40 aggregate hours of program-specific training annually. The contractor must have capability to review loan files in Spanish and maintain compliance with Section 508 accessibility standards.
Base performance runs September 1, 2026 through August 31, 2027, with four optional one-year extensions and a final option period through February 29, 2032. All pricing is firm-fixed-price on a per-file or per-month basis, adjusted only for prevailing labor rate revisions. Award is anticipated for approximately end of July 2026.
Evaluation weighs Technical Capability (40% understanding and approach, 30% corporate experience, 20% staffing and key personnel, 10% systems and security) and Past Performance (minimum three customer references required) as significantly more important than Total Evaluated Price. Offerors must disclose organizational conflicts of interest and demonstrate five years of recent loan review experience. Amendment 0004 (June 22) added BPA ordering procedures and clarified that the BPA is stand-alone, not procured under GSA Multiple Award Schedule.
Notice text
4 versions
Update #4 · Latest ·
Amendment 0004, June 22, 2026
Amendment 0004 is being issued to include RFI questions that were not answered in Amendment 0003, it also provides a new section of the RFP C.2.10 BPA Ordering Procedures, attached below. A revised RFP with the new section is not being issued at this time. The due date for proposals remains the same at June 26, 2026 at 10:00 AM Eastern Time.
All other terms and conditions remain unchanged.
Amendment 0003, June 17, 2026
Amendment 0003 is being issued to extend the due date for proposals to June 26, 2026 at 10:00 AM Eastern Time. This amendment also provides answers to questions received to date, an updated pricing sheet, an updated Quality Assurance Surveillance Plan (QASP), Attachment 4 Organizational Conflict of Interest Form, and an updated Solicitation Document. The version identifier AM0003 06 17 2026 has been added to the header of the solicitation to help contractors differentiate the updated solicitation. Please see below for the amended Solicitation Sections:
Solicitation Sections Amended/Summary of Changes:
- C.1.6. Proposal Due Date - The due date for Proposals is now June 26, 2026 at 10:00 AM Eastern Time.
- C.2.1 Incorporation of Documents - Now include Attachment 4: Organizational Conflict of Interest form
- C.2.7 & E.1.1 - have been updated to show 10 business days to review deliverables.
- C.2.9 Blanket Purchase Agreement (BPA) Requirements has been added to the Solicitation
- G.2.1 - Has been updated to reference Attachment 2: Quality Assurance Surveillance Plan (QASP)
- PWS section 5.1.3.5 File Review Process now Mentions ASSIST for invoicing procedures.
- Section I - FAR 52.248-1 Value Engineering has been added to the list of applicable clauses.
Amendment 0002, June 10, 2026
The due date for proposals has been extended to 4:00 PM Eastern Time, on June 17, 2026. The project team is still working on answers to questions received. A subsequent amendment will be published containing answers to questions received.
Amendment 0001, June 3 2026
The due date for proposals has been extended to 4:00 PM Eastern Time, on June 10, 2026.
Description
This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with FAR parts 12 and 15. This combined synopsis constitutes the only solicitation. Solicitation number 47QACA26R0274 is issued as a request for proposals (RFP) for a Blanket Purchase Agreement (BPA) for loan file review services.
This acquisition is set-aside for small business concerns. This solicitation incorporates provisions and clauses by reference. The full text of provisions and clauses may be accessed electronically at www.acquisition.gov.
In accordance with FAR 12.202(b)(1) the following information is being included in this synopsis/solicitation.
A list of line-item number(s) and items, quantities, and units of measure (including option(s), if applicable).
See Attachment 1 Offer For Standard Services/Section B Pricing Sheet
Description of requirements for the items to be acquired, including documentation supporting any brand name descriptions (see 12.102).
See Section C of RFP
Date(s) and place(s) of delivery and acceptance and f.o.b. point (see part 47).
A list of solicitation provisions that apply to the acquisition (see 12.205(a)). See Section L of RFP
A list of contract clauses that apply to the acquisition (see 12.205(b)). See Section I of RFP
The date, time, and place for receipt of offer and point of contact.
See 1.6 Proposal Due Date of RFP
Any other additional information required by 5.101(c).
None
Update #3 ·
Amendment 0003, June 17, 2026
Amendment 0003 is being issued to extend the due date for proposals to June 26, 2026 at 10:00 AM Eastern Time. This amendment also provides answers to questions received to date, an updated pricing sheet, an updated Quality Assurance Surveillance Plan (QASP), Attachment 4 Organizational Conflict of Interest Form, and an updated Solicitation Document. The version identifier AM0003 06 17 2026 has been added to the header of the solicitation to help contractors differentiate the updated solicitation. Please see below for the amended Solicitation Sections:
Solicitation Sections Amended/Summary of Changes:
- C.1.6. Proposal Due Date - The due date for Proposals is now June 26, 2026 at 10:00 AM Eastern Time.
- C.2.1 Incorporation of Documents - Now include Attachment 4: Organizational Conflict of Interest form
- C.2.7 & E.1.1 - have been updated to show 10 business days to review deliverables.
- C.2.9 Blanket Purchase Agreement (BPA) Requirements has been added to the Solicitation
- G.2.1 - Has been updated to reference Attachment 2: Quality Assurance Surveillance Plan (QASP)
- PWS section 5.1.3.5 File Review Process now Mentions ASSIST for invoicing procedures.
- Section I - FAR 52.248-1 Value Engineering has been added to the list of applicable clauses.
Amendment 0002, June 10, 2026
The due date for proposals has been extended to 4:00 PM Eastern Time, on June 17, 2026. The project team is still working on answers to questions received. A subsequent amendment will be published containing answers to questions received.
Amendment 0001, June 3 2026
The due date for proposals has been extended to 4:00 PM Eastern Time, on June 10, 2026.
Description
This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with FAR parts 12 and 15. This combined synopsis constitutes the only solicitation. Solicitation number 47QACA26R0274 is issued as a request for proposals (RFP) for a Blanket Purchase Agreement (BPA) for loan file review services.
This acquisition is set-aside for small business concerns. This solicitation incorporates provisions and clauses by reference. The full text of provisions and clauses may be accessed electronically at www.acquisition.gov.
In accordance with FAR 12.202(b)(1) the following information is being included in this synopsis/solicitation.
A list of line-item number(s) and items, quantities, and units of measure (including option(s), if applicable).
See Attachment 1 Offer For Standard Services/Section B Pricing Sheet
Description of requirements for the items to be acquired, including documentation supporting any brand name descriptions (see 12.102).
See Section C of RFP
Date(s) and place(s) of delivery and acceptance and f.o.b. point (see part 47).
A list of solicitation provisions that apply to the acquisition (see 12.205(a)). See Section L of RFP
A list of contract clauses that apply to the acquisition (see 12.205(b)). See Section I of RFP
The date, time, and place for receipt of offer and point of contact.
See 1.6 Proposal Due Date of RFP
Any other additional information required by 5.101(c).
None
Update #2 ·
Amendment 0001, June 3 2026
The due date for proposals has been extended to 4:00 PM Eastern Time, on June 10, 2026.
Description
This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with FAR parts 12 and 15. This combined synopsis constitutes the only solicitation. Solicitation number 47QACA26R0274 is issued as a request for proposals (RFP) for a Blanket Purchase Agreement (BPA) for loan file review services.
This acquisition is set-aside for small business concerns. This solicitation incorporates provisions and clauses by reference. The full text of provisions and clauses may be accessed electronically at www.acquisition.gov.
In accordance with FAR 12.202(b)(1) the following information is being included in this synopsis/solicitation.
A list of line-item number(s) and items, quantities, and units of measure (including option(s), if applicable).
See Attachment 1 Offer For Standard Services/Section B Pricing Sheet
Description of requirements for the items to be acquired, including documentation supporting any brand name descriptions (see 12.102).
See Section C of RFP
Date(s) and place(s) of delivery and acceptance and f.o.b. point (see part 47).
A list of solicitation provisions that apply to the acquisition (see 12.205(a)). See Section L of RFP
A list of contract clauses that apply to the acquisition (see 12.205(b)). See Section I of RFP
The date, time, and place for receipt of offer and point of contact.
See 1.6 Proposal Due Date of RFP
Any other additional information required by 5.101(c).
None
Update #1 ·
Description
This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with FAR parts 12 and 15. This combined synopsis constitutes the only solicitation. Solicitation number 47QACA26R0274 is issued as a request for proposals (RFP) for a Blanket Purchase Agreement (BPA) for loan file review services.
This acquisition is set-aside for small business concerns. This solicitation incorporates provisions and clauses by reference. The full text of provisions and clauses may be accessed electronically at www.acquisition.gov.
In accordance with FAR 12.202(b)(1) the following information is being included in this synopsis/solicitation.
A list of line-item number(s) and items, quantities, and units of measure (including option(s), if applicable).
See Attachment 1 Offer For Standard Services/Section B Pricing Sheet
Description of requirements for the items to be acquired, including documentation supporting any brand name descriptions (see 12.102).
See Section C of RFP
Date(s) and place(s) of delivery and acceptance and f.o.b. point (see part 47).
A list of solicitation provisions that apply to the acquisition (see 12.205(a)). See Section L of RFP
A list of contract clauses that apply to the acquisition (see 12.205(b)). See Section I of RFP
The date, time, and place for receipt of offer and point of contact.
See 1.6 Proposal Due Date of RFP
Any other additional information required by 5.101(c).
None
Files
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Notice history
| Notice | Type | Posted |
|---|---|---|
| This notice | Solicitation | |
| Loan File Review for Risk Oversight Support Services | Pre-Solicitation |
Similar open opportunities
| Opportunity | Agency | Set-aside | Responses due |
|---|---|---|---|
| VA Loan Servicing | VA Strategic Acquisition Center Frederick | No set-aside |
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