Risk oversight and support services

Awarded Award Notice Posted

Solicitation number
SBAHQ14D0003
Agency
Office of Performance Management and the Chief Financial Officer Small Business Administration
Awarded
to Garcia & Ortiz, P.a.
Set-aside
Total Small Business

Opportunity facts

Contract number
SBAHQ-14-D-0007 Federal IDV award
NAICS code
541211 Offices of Certified Public Accountants
PSC
Not on record
Place of performance
409 Third Street SW Washington, District of Columbia 20416, United States

Notice details come from SAM.gov. Updated .

Notice text

7 versions

Update #7 · Latest ·

Added: Sep 22, 2014 7:11 pm Notice of Award
SBAHQ-14-d-0007

Garcia & Ortiz, P.A.


888 Executive Center Dr. W. #101
Saint Petersburg, FL 33702-2402
(DUNS number 968340935)


Amount: IDIQ Maximum Amount: $30,000,000.00


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



The number of offers received was: 14.

Update #6 ·

Added: May 16, 2014 8:43 am Modified: Jun 16, 2014 12:53 pmTrack Changes The purpose of this amendment is to corrected the proposal due time to May 26, 2014 at 12:00 p.m. MDT.

Update #5 ·

Added: May 16, 2014 8:43 am The purpose of this amendment is to extend the proposal due date until May 29, 2014 at
10:00 a.m. MDT. This extension allows the government to provide a comprehensive response
NLT May 22, 2014.

Update #4 ·

Added: Feb 07, 2014 9:41 am Modified: May 09, 2014 3:08 pmTrack Changes This  is the solicitation notice for Risk Oversight and Support Services, including risk based reviews, technical assistance, and a management/tracking system for portfolios of 7A Loans for the Small Business Administration (SBA). This announcement constitutes the synopsis only. A solicitation will be issued as a Request for Proposal (RFP) for commercial items under the Federal Acquisition Regulation (FAR) Part 12, Acquisition of Commercial Items. A written solicitation will be available on this website on or about March 20, 2014. This is a Total Small Business Set Aside; Joint Ventures will be considered in accordance with all applicable FAR and SBA rules and regulations. The award will be for one, Indefinite Delivery Indefinite Quantity (IDIQ) Contract with Fixed Labor Rates and Categories with Firm-Fixed Price Task Orders. The IDIQ contract is for a base period and (4) option years. IDIQ contract - minimum is $1,000,000 over the life of the contract and the Maximum is $30,000,000. The proposed base performance period is July 1, 2014 to June 30, 2015.

The Contractor shall conduct Risk Based Reviews that will assess the current financial institution practices against SBA policies and procedures, and accepted industry practices. The Contractor shall prepare a Risk Based Review Report which outlines any weaknesses or deficiencies identified during the review and make recommendations for improvement.

This solicitation is for award of an Indefinite Delivery Indefinite Quantity (IDIQ) Contract to conduct Risk Based Reviews that will assess the current financial institution practices against internal policies and procedures, and accepted industry practices. The solicitation contains an option clause to extend the contract for up to four (4) one year periods. This procurement is commercial item, and is 100% set aside for Small Businesses. The North American Industry Classification (NAICS) Code is 541211, with a small business size standard of $19M. The proposals will be evaluated based on the Best Value Trade-off Source Selection Process.
To register or update information go to http://www.sam.gov. Questions may be addressed to the Contracting, Toni Hoskinson at TONI.HOSKINSON@SBA.GOV

Update #3 ·

Added: Feb 07, 2014 9:41 am Modified: Apr 17, 2014 11:28 amTrack Changes This  is the solicitation notice for Risk Oversight and Support Services, including risk based reviews, technical assistance, and a management/tracking system for portfolios of 7A Loans for the Small Business Administration (SBA). This announcement constitutes the synopsis only. A solicitation will be issued as a Request for Proposal (RFP) for commercial items under the Federal Acquisition Regulation (FAR) Part 12, Acquisition of Commercial Items. A written solicitation will be available on this website on or about March 20, 2014. This is a Total Small Business Set Aside; Joint Ventures will be considered in accordance with all applicable FAR and SBA rules and regulations. The award will be for one, Indefinite Delivery Indefinite Quantity (IDIQ) Contract with Fixed Labor Rates and Categories with Firm-Fixed Price Task Orders. The IDIQ contract is for a base period and (4) option years. IDIQ contract - minimum is $1,000,000 over the life of the contract and the Maximum is $40,000,000. The proposed base performance period is July 1, 2014 to June 30, 2015.

The Contractor shall conduct Risk Based Reviews that will assess the current financial institution practices against SBA policies and procedures, and accepted industry practices. The Contractor shall prepare a Risk Based Review Report which outlines any weaknesses or deficiencies identified during the review and make recommendations for improvement.

This solicitation is for award of an Indefinite Delivery Indefinite Quantity (IDIQ) Contract to conduct Risk Based Reviews that will assess the current financial institution practices against internal policies and procedures, and accepted industry practices. The solicitation contains an option clause to extend the contract for up to four (4) one year periods. This procurement is commercial item, and is 100% set aside for Small Businesses. The North American Industry Classification (NAICS) Code is 541211, with a small business size standard of $19M. The proposals will be evaluated based on the Best Value Trade-off Source Selection Process.
To register or update information go to http://www.sam.gov. Questions may be addressed to the Contracting, Toni Hoskinson at TONI.HOSKINSON@SBA.GOV

Update #2 ·

Added: Mar 06, 2014 12:54 pm

This notice is amended to include the sign-in sheet and power point presentation from the Pre Solicitation Conference held on 3/5/2014. 

Update #1 ·

Added: Feb 07, 2014 9:41 am This pre-solicitation notice is for Risk Oversight and Support Services, including risk based reviews, technical assistance, and a management/tracking system for portfolios of 7A Loans for the Small Business Administration (SBA). This announcement constitutes the synopsis only. A solicitation will be issued as a Request for Proposal (RFP) for commercial items under the Federal Acquisition Regulation (FAR) Part 12, Acquisition of Commercial Items. A written solicitation will be available on this website on or about March 20, 2014. This is a Total Small Business Set Aside; Joint Ventures will be considered in accordance with all applicable FAR and SBA rules and regulations. The award will be for one, Indefinite Delivery Indefinite Quantity (IDIQ) Contract with Fixed Labor Rates and Categories with Firm-Fixed Price Task Orders. The IDIQ contract is for a base period and (4) option years. IDIQ contract - minimum is $1,000,000 over the life of the contract and the Maximum is $40,000,000. The proposed base performance period is April 15, 2014 to April 14, 2015.
Prior to issuance of the solicitation, SBA will be holding a Pre Solicitation Conference in order to provide an overview of the mission that the Office of Credit Risk Management provides on behalf of SBA and the object of this requirement and promote interest and information to all interested vendors . The conference will be held March 5, 2014 at 1230 EST at the Small Business Administration Office located at 409 Third Street SW, Washington, DC. All interested firms must email the name of your firm, individuals attending (up to three representatives from each firm), Point of Contact information to the Contracting Officer NLT February 28, 2014. It is not mandatory to attend this conference in order to provide a proposal and any power points and handouts will be posted after the conference as an attachment to the solicitation. The Pre Solicitation Conference is highly encouraged but is not mandatory.
General questions will be entertained at the conference and those questions and answers will be followed up as an attachment to the solicitation.
The Contractor shall conduct Risk Based Reviews that will assess the current financial institution practices against SBA policies and procedures, and accepted industry practices. The Contractor shall prepare a Risk Based Review Report which outlines any weaknesses or deficiencies identified during the review and make recommendations for improvement.
This solicitation is for award of an Indefinite Delivery Indefinite Quantity (IDIQ) Contract to conduct Risk Based Reviews that will assess the current financial institution practices against internal policies and procedures, and accepted industry practices. The solicitation contains an option clause to extend the contract for up to four (4) one year periods. This procurement is commercial item, and is 100% set aside for Small Businesses. The North American Industry Classification (NAICS) Code is 541211, with a small business size standard of $19M. The proposals will be evaluated based on the Best Value Trade-off Source Selection Process.
To register or update information go to http://www.sam.gov. Questions may be addressed to the Contracting, Toni Hoskinson at TONI.HOSKINSON@SBA.GOV

Attachments

Files attached to this notice, newest first
File Type Posted
sf_30_amend_12.pdf PDF
sf_30_amend_11.pdf PDF
sf_30_amend_0010.pdf PDF
sf_30_0009.pdf PDF
Amendment_-ATTACHMENT_3_Task_Order_0001.docx DOCX document
OCRM_Solicitation06132014_amend8.docx DOCX document
attachment_1_Pricing_amendment_correct_0613.xlsx XLSX spreadsheet
final_questions_for_amendment_0613.docx DOCX document
sf_30_amend_0008.pdf PDF
sf_30_amend_7.pdf PDF
sf30_amendment_006.pdf PDF
sf_30_amendment_5.pdf PDF
AMENDMENT_4_-_ATTACHMENT_3_Task_Order_0001.docx DOCX document
AMENDMENT_4_-_ATTACHMENT_1_Pricing_and_Estimate_7A_RFP_CLINs_(2).xlsx XLSX spreadsheet
amendment_4_solicition_042852014_.docx DOCX document
amendment_4_sf_30_.pdf PDF
amendment_3_solicition_04252014_toni__.docx DOCX document
sf_30_amendment_3.pdf PDF
amendment_2.pdf PDF
amendment_2_solicition_04222014_toni__.docx DOCX document
amendment_1.pdf PDF
Exhibit_1_-_Lender_Profile_Assessment.pdf PDF
solicition04142014_toni__.docx DOCX document
Exhibit_8_-_Delegated_Authority1A-RENEWAL_LTR_(new).pdf PDF
ATTACHMENT_3_Task_Order_0001.docx DOCX document
Exhibit_9_-_Delegated_Authority_Exhibit_C_1B-RENEWAL_LETTER_(new)_EXTENSION.pdf PDF
Attachment_5_EXHIBIT_TABLE_OF_CONTENTS.docx DOCX document
Exhibit_4_-_Sample_PARRiS_Report.pdf PDF
Exhibit_10_-_Delegated_Authority_Exhibit_D_-_AAA_Approval_of_Delegated_Authority.pdf PDF
Exhibit_2_-_PARRiS_RBR_Pre-Plan.pdf PDF
ATTACHMENT_4__Price_Proposal_Formate_for_Task_Order.docx DOCX document
ATTACHMENT_1_Pricing_and_Estimate_7A_RFP_CLINs.xlsx XLSX spreadsheet
Exhibit_5_OCRM_Risk_Based_Review_Flowchart.pdf PDF
Exhibit_7_-_Delegated_Authority_Exhibit_A_-_1C-NOM-RENEWAL_LETTER_COMBO.pdf PDF
sf1449.pdf PDF
Exhibit_6_-_Delegated_Authority_Renewal_Flowchart.pdf PDF
Exhibit_3_-_OCM_Data_Tap_Lender_Information.pdf PDF
ATTACHMENT_2_Prior_Experience.docx DOCX document
Sign-in_list.pdf PDF
Risk_Oversight_Pre_Bid_conference_Presentation.pptx PPTX presentation
Show all 40

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