Risk Management, Financial Analysis and Administrative Support Services
Closed Solicitation Posted
- Solicitation number
- 47QACA26R0306
- Agency
-
Region 4
Public Buildings Service, General Services Administration
- Responses due
- Set-aside
- Woman-Owned Small Business
Opportunity facts
- NAICS code
- 541611 Administrative Management and General Management Consulting Services
- PSC
- R699 Support- Administrative: Other
- Place of performance
- Washington, District of Columbia 20416, 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's Office of Credit Risk Management, seeks a single-award IDIQ contract for Risk Management, Financial Analysis and Administrative Support Services, with proposals due September 29, 2026 at 9:00 a.m. EST. This is a 100% competitive set-aside restricted to SBA-certified Women-Owned Small Businesses (WOSB); offerors must maintain current WOSB certification in the SBA system at both proposal submission and award. Amendment 0001, effective September 19, extended the original September 21 deadline to September 29.
Place of performance is SBA Headquarters in Washington, D.C. The contract covers a base year plus four one-year option periods, with performance from November 6, 2026 through November 5, 2031. Work will be performed on a labor-hours basis at fully loaded rates, Monday through Friday, 6:30 a.m. to 6:00 p.m. EST/EDT. The government's guaranteed minimum is $25,000; the estimated maximum total contract value is $9.5 million. Individual task orders range from a minimum of $5,000 to a maximum of $1.5 million.
Required staffing includes eight full-time positions: one On-Site Supervisor, two Financial Analysts, one Administrative Assistant, one Program Analyst I, two Program Analyst IIs, and one Program Analyst III, totaling 15,296 productive hours annually. Services encompass delegated authority management, desktop reviews and financial analysis of SBA 7(a) lenders, loan program support, invoice resolution, and identification of lenders requiring increased supervision. All personnel must pass HSPD-12 security clearance vetting and background investigations. English proficiency is required for all staff; at least one employee must demonstrate business-level Spanish capability. The contractor must provide a separately billable On-Site Supervisor and a Project Manager (Key Personnel whose costs are absorbed in fully loaded rates).
The NAICS code is 541611, Administrative Management and General Management Consulting Services; PSC is R699, Support-Administrative: Other. Service Contract Act wage determinations (2015-4281) apply for the Washington, D.C. region. Offerors must submit a minimum of three past performance references from contracts completed within the last five years on comparable services. Technical questions were due September 14. Evaluation weighs technical approach and OCRM requirements understanding as most important, staffing and key personnel qualifications second, management and quality assurance planning, and relevant past performance. Price is evaluated separately for reasonableness and consistency with technical approach. An Organizational Conflict of Interest disclosure and mitigation plan, if applicable, must accompany proposals. The incumbent contractor is The Jardin Group LLC under contract 47QACA26P0051. Contracting officer is Bertha Russell; primary COR is Nikita Alexander at SBA.
Notice text
3 versions
Update #3 · Latest ·
AMENDMENT 0001 to COMBINED SYNOPSIS AND SOLICITATION REQUEST FOR PROPOSAL (RFP) 47QACA26R0306:
Amendment is:
1. Corrected RFP to competetive 100% se aside for certified WOSB
2. Corrected PSC Code to R699
*3. Adding Questions and Answers (See SF30 Amendment 0001) Note: All questions have been added to current document
4. Updated RFP
5. Updated Attachment A - SF1449 Risk Management Financial Support Services
6. Updated Attachment b - Pricing Sheet for Risk Management
7. Updated Attachment C - Risk Management FINALM PWS
8. Updated Attachment D - Releveant Experience + Past Performance Questionnaire
Note. Suspense Date for Attachment D to the Contracting Officer is the ame date as proposals 09/29/2026 as stated on
document)
9. Re-added Attachment E- Wage Determination 2015-4281
10. Re-added Attachment - F - Organizational Conflict of Interest
11. Update TimeOf Proposal from 09/21/2026 to 09/29/20226
See Description Below and All Attached Documents
This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with part 12. This announcement constitutes the only solicitation. Offers are being requested and a separate written solicitation will not be issued.
Solicitation number 47QACA26R0306 is issued as a request for proposal (RFP), for The Small Business Administration (SBA), the Office of Capital Access (OCA), Office of Credit Risk Management (OCRM), is seeking for a single-award indefinite delivery, indefinite quantity (IDIQ) contract to obtain non-personal services. The contract is for a base year and four option years. Task Orders will be issued on a labor-hours (LH) basis using the Contractor’s fully loaded labor-hour rates, applicable labor categories, and required level of effort.
This acquisition is a competitive set-aside restricted to SBA-certified Women-Owned Small Businesses (WOSB) under NAICS code 541611.
This is a 100% set-aside restricted to responsible SBA-certified Women-Owned Small Businesses (WOSB) participating in the WOSB Federal Contract Program. Offerors must be currently certified as WOSBs in the SBA WOSB certification system at the time of proposal submission and at the time of award.
(ii) Please see Attachment A SF 1449 and Attachment B pricing sheet of the solicitation for the list of contract line item(s) and estimated quantities (including option(s) for this requirement).
(iii) The Contractor shall provide personnel with the ability to augment the SBA's workforce and support OCRM at its Headquarters office in Washington, D.C. Personnel provided shall support OCRM's activities, to include but not limited to:
- -Delegated Authority Management: Collection, inspection, analysis for delegated authority renewals, nominations, add-ons and re-delegations
- -Risk Diagnostics: Execution of Desktop Reviews, comprehensive financial analysis and diagnostic activities to assess 7(a) Lender risk.
- -Operational Systems Proficiency: Utilization of federal systems, specifically the Lender Portal and the Capital Access Financial System (CAFS).
- -Preparation of Internal Correspondence: Preparation of data, reports, and correspondence for internal and external stakeholders.
- -Provide assistance with 7(a) loan transfers, invoice resolution, and maintenance of risk identification protocols generation of deliverables to identify SBA Lenders that are, or should be, subject to increased supervision and/or enforcement actions
(iv) The anticipated period of performance is November 6, 2026 through November 5, 2027 (not including the four (4) one-year option periods). The Risk Management Support Services will be provided at the location:
Small Business Administration Headquarters
409 3rd St. SW, Washington, DC 20416
(v) The solicitation and incorporated provisions are those in effect the date of posting and are provided in Section I and K. Please note that GSA is using overhauled FAR parts from the Revolutionary FAR Overhaul (RFO) in accordance with GSA deviations. This solicitation incorporates provisions by reference. The full text of provisions may be accessed electronically at https://www.acquisition.gov/far-overhaul/far-part-deviation-guide. If your firm is interested in this acquisition, you may participate by submitting your response in accordance with the requirements and instructions contained herein. The Government is not liable for any expenses incurred by the offeror in developing and submitting proposals for this RFP.
(vi) Offerors shall submit all technical questions concerning this request for proposal in writing by e-mail to bertha.russell@gsa.gov. All questions must be submitted via email and received no later than 9 am Eastern Standard Time on September 14, 2026. Answers will be provided in the form of an amendment and posted in SAM.gov for all vendors to view. No further questions will be accepted.
(vii) Offers are due no later than 9 a.m. Eastern Standard Time on September 29, 2026. The Government reserves the right to not accept proposals received after the closing date and time. It is the responsibility of the offeror to provide a timely submission and ensure successful delivery to the Government. Required technical and price proposal volumes must be submitted via e-mail directly to Bertha.russell@gsa.gov
Update #2 ·
AMENDMENT 0001 to COMBINED SYNOPSIS AND SOLICITATION REQUEST FOR PROPOSAL (RFP) 47QACA26R0306:
Amendment is:
1. Corrected RFP to competetive 100% se aside for certified WOSB
2. Corrected PSC Code to R699
3. Adding Questions and Answers (See SF30 Amendment 0001)
4. Updated RFP
5. Updated Attachment A - SF1449 Risk Management Financial Support Services
6. Updated Attachment b - Pricing Sheet for Risk Management
7. Updated Attachment C - Risk Management FINALM PWS
8. Updated Attachment D - Releveant Experience + Past Performance Questionnaire
9. Re-added Attachment E- Wage Determination 2015-4281
10. Re-added Attachment - F - Organizational Conflict of Interest
See Description Below and All Attached Documents
This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with part 12. This announcement constitutes the only solicitation. Offers are being requested and a separate written solicitation will not be issued.
Solicitation number 47QACA26R0306 is issued as a request for proposal (RFP), for The Small Business Administration (SBA), the Office of Capital Access (OCA), Office of Credit Risk Management (OCRM), is seeking for a single-award indefinite delivery, indefinite quantity (IDIQ) contract to obtain non-personal services. The contract is for a base year and four option years. Task Orders will be issued on a labor-hours (LH) basis using the Contractor’s fully loaded labor-hour rates, applicable labor categories, and required level of effort.
This acquisition is a competitive set-aside restricted to SBA-certified Women-Owned Small Businesses (WOSB) under NAICS code 541611.
This is a 100% set-aside restricted to responsible SBA-certified Women-Owned Small Businesses (WOSB) participating in the WOSB Federal Contract Program. Offerors must be currently certified as WOSBs in the SBA WOSB certification system at the time of proposal submission and at the time of award.
(ii) Please see Attachment A SF 1449 and Attachment B pricing sheet of the solicitation for the list of contract line item(s) and estimated quantities (including option(s) for this requirement).
(iii) The Contractor shall provide personnel with the ability to augment the SBA's workforce and support OCRM at its Headquarters office in Washington, D.C. Personnel provided shall support OCRM's activities, to include but not limited to:
- -Delegated Authority Management: Collection, inspection, analysis for delegated authority renewals, nominations, add-ons and re-delegations
- -Risk Diagnostics: Execution of Desktop Reviews, comprehensive financial analysis and diagnostic activities to assess 7(a) Lender risk.
- -Operational Systems Proficiency: Utilization of federal systems, specifically the Lender Portal and the Capital Access Financial System (CAFS).
- -Preparation of Internal Correspondence: Preparation of data, reports, and correspondence for internal and external stakeholders.
- -Provide assistance with 7(a) loan transfers, invoice resolution, and maintenance of risk identification protocols generation of deliverables to identify SBA Lenders that are, or should be, subject to increased supervision and/or enforcement actions
(iv) The anticipated period of performance is November 6, 2026 through November 5, 2027 (not including the four (4) one-year option periods). The Risk Management Support Services will be provided at the location:
Small Business Administration Headquarters
409 3rd St. SW, Washington, DC 20416
(v) The solicitation and incorporated provisions are those in effect the date of posting and are provided in Section I and K. Please note that GSA is using overhauled FAR parts from the Revolutionary FAR Overhaul (RFO) in accordance with GSA deviations. This solicitation incorporates provisions by reference. The full text of provisions may be accessed electronically at https://www.acquisition.gov/far-overhaul/far-part-deviation-guide. If your firm is interested in this acquisition, you may participate by submitting your response in accordance with the requirements and instructions contained herein. The Government is not liable for any expenses incurred by the offeror in developing and submitting proposals for this RFP.
(vi) Offerors shall submit all technical questions concerning this request for proposal in writing by e-mail to bertha.russell@gsa.gov. All questions must be submitted via email and received no later than 9 am Eastern Standard Time on September 14, 2026. Answers will be provided in the form of an amendment and posted in SAM.gov for all vendors to view. No further questions will be accepted.
(vii) Offers are due no later than 9 a.m. Eastern Standard Time on September 29, 2026. The Government reserves the right to not accept proposals received after the closing date and time. It is the responsibility of the offeror to provide a timely submission and ensure successful delivery to the Government. Required technical and price proposal volumes must be submitted via e-mail directly to Bertha.russell@gsa.gov
Update #1 ·
COMBINED SYNOPSIS AND SOLICITATION REQUEST FOR PROPOSAL (RFP) 47QACA26R0306:
This is a combined synopsis/solicitation for commercial products or commercial services prepared
in accordance with part 12. This announcement constitutes the only solicitation. Offers are being
requested and a separate written solicitation will not be issued.
Solicitation number 47QACA26R0306 is issued as a request for proposal (RFP), for The Small
Business Administration (SBA), the Office of Capital Access (OCA), Office of Credit Risk
Management (OCRM), is seeking for a single-award indefinite delivery, indefinite quantity
(IDIQ) contract to obtain non-personal services. The contract is for a base year and four option
years. Task Orders will be issued on a labor-hours (LH) basis using the Contractor’s fully loaded
labor-hour rates, applicable labor categories, and required level of effort.
This is a 100% set-aside restricted to responsible SBA-certified Women-Owned Small Businesses
(WOSB) participating in the WOSB Federal Contract Program. Offerors must be currently certified
as WOSBs in the SBA WOSB certification system at the time of proposal submission and at the
time of award.
(ii) Please see Attachment A SF 1449 and Attachment B pricing sheet of the solicitation for the list of contract line item(s) and estimated quantities (including option(s) for this requirement).
(iii) The Contractor shall provide personnel with the ability to augment the SBA's workforce and support OCRM at its Headquarters office in Washington, D.C. Personnel provided shall support OCRM's activities, to include but not limited to:
Delegated Authority Management: Collection, inspection, analysis for delegated authority renewals, nominations, add-ons and re-delegations
-Risk Diagnostics: Execution of Desktop Reviews, comprehensive financial analysis and diagnostic activities to assess 7(a) Lender risk.
Operational Systems Proficiency: Utilization of federal systems, specifically the Lender Portal and the Capital Access Financial System (CAFS).
Preparation of Internal Correspondence: Preparation of data, reports, and correspondence for internal and external stakeholders.
Provide assistance with 7(a) loan transfers, invoice resolution, and maintenance of risk identification protocols generation of deliverables to identify SBA Lenders that are, or should be, subject to increased supervision and/or enforcement actions
(iv) The anticipated period of performance is October 6, 2026 through October 5, 2027 (not including the four (4) one-year option periods). The Risk Management Support Services will be provided at the location:
Small Business Administration Headquarters
409 3rd St. SW
Washington, DC 20416
(v) The solicitation and incorporated provisions are those in effect the date of posting and are provided in Section I and K. Please note that GSA is using overhauled FAR parts from the Revolutionary FAR Overhaul (RFO) in accordance with GSA deviations. This solicitation incorporates provisions by reference. The full text of provisions may be accessed electronically at https://www.acquisition.gov/far-overhaul/far-part-deviation-guide. If your firm is interested in this acquisition, you may participate by submitting your response in accordance with the requirements and instructions contained herein. The Government is not liable for any expenses incurred by the offeror in developing and submitting proposals for this RFP.
(vi) Offerors shall submit all technical questions concerning this request for proposal in writing by e-mail to bertha.russell@gsa.gov. All questions must be submitted via email and received no later than 9 am Eastern Standard Time on September 14, 2026. Answers will be provided in the form of an amendment and posted in SAM.gov for all vendors to view.
(vii) Offers are due no later than 9 a.m. Eastern Standard Time on September 21, 2026. The Government reserves the right to not accept proposals received after the closing date and time. It is the responsibility of the offeror to provide a timely submission and ensure successful delivery to the Government. Required technical and price proposal volumes must be submitted via e-mail directly to Bertha.russell@gsa.gov
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