SBA OII Examinations and Related Services
Closed Solicitation Posted
- Solicitation number
- 73351022R0019
- Responses due
- Set-aside
- Total 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
Notice details come from SAM.gov. Updated .
Notice text
4 versions
Update #4 · Latest ·
Combined Synopsis/Solicitation / 736351022R0019
This is to only clarify that the rates proposed will be both onsite and offsite rates and final clarification as to how to submit the proposal (reference: Attach 10 Q and A-OII Examinations and Related Services v18-30-22)
Amendment 0001:
The purpose of amendment 0001 is as follows and is highlighted in the RFQ in yellow:
1. Questions have been extended to: 26 August 2022 @ 1:00 p.m. ET
2. RFQ Responses have been extended to: 9 September 2022 @ 1:00 p.m. ET
3. The period of performance is updated on page 16 of 60
4. Provide answers to Attachment 10-Questions and Answers
SBA – SBIC (Small Business Investment Company) Examinations and Related Services – Office of Investment and Innovation (OII)
Product Service Code – R699-Other Administrative Support Services
NAICS Code – 541611 – Administrative Management and General Management Consulting Services/size standard $16.5M
This acquisition is a combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a separate written solicitation will not be issued.
This solicitation number is 73351022R0019, and this solicitation is issued as a request for quote (RFQ).
This combined synopsis/solicitation is 100% set-aside for small business.
Multiple (2 to 3) awards are contemplated. The NAICS code for this requirement is 541611, Administrative Management and General Management Consulting Services, with a size standard of $16.5 Million. The Product Service Code is R699-Other Administrative Support Services.
The SBA, Office of Investment, and Innovation (OII), has a need for professional support of its examinations of SBICs (Small Business Investment Companies). As a result of the Combined Synopsis/Solicitation, the SBA intends to award 2 to 3 indefinite-delivery indefinite-quantity (IDIQ) contracts to contractors for examination and related services. Each contract will have an ordering period of sixty (60) months.
The provision 52.212-1, Instructions to Offerors – Commercial Products and Commercial Services (Nov 2021), applies to this acquisition – and the following attached addenda also apply: (1) SF- 1449 – to be completed and signed by Offeror, (2) Statement of Work (SOW) with its 11 attachments, (3) Contract Clauses and Solicitation Provisions, (4) Pricing Schedule to be completed by an Offeror, (5) Dummy Task Order to be completed by Offeror with pricing, and (6) Past Performance Information form to be completed by an Offeror.
The provision of 52.212-2, Evaluation – Commercial Products and Commercial Services (NOV 2021) applies to this RFQ, as does the specific evaluation criteria which can be found in the Solicitation Provisions and SOW. The examination and related services to be performed are fully described in the SOW.
The Contractor’s location, to include telework or remote work as defined and applied within the Contractor’s established policies and procedures.
Each Offeror is required to complete its registration in SAM (System for Award Management) and be registered in SAM for the subject NAICS code identified in this Combined Synopsis/Solicitation as a small business before receiving an award.
The provision 52.212-4 – Contract Terms and Conditions – Commercial Products and Commercial Services (NOV 2021) - applies to this acquisition along with the contract clauses specifically attached to this notice.
The provision of 52.212-5 – Contract Terms and Conditions Required To Implement Statutes of Executive Orders – Commercial Products and Commercial Services (May 2022) - applies to this acquisition, along with any identified clauses in the attachment.
A complete quote will include (1) a completed, signed, and dated SF-1449, (2) a Technical Approach submitted in accordance with the SOW and attached Solicitation Clauses and Provisions, (3) a completed Pricing Schedule, (4) a completed Past Performance Questionnaire, and (5) any exceptions or changes. Reference Section E – Submission Of Quotes
An award will consist of the following:
SF-1449-IDIQ SOW-OII Examination Svcs
Attachment 1- SAMPLE-Cover Memo
Attachment 2- SAMPLE-Exam Report
Attachment 3- IDIQ Pricing Sheet
Attachment 4-Limitation on Subcontracting Report Template
Attachment 5- Cyber_Acquisition_Language_2022-02-25
Attachment 6- Confidentiality and Non-Disclosure Agreement
(1) the SF-1449 signed by both parties, (2) SOW with Clauses, (3) Awardee’s Technical Proposal, (4) Awardee’s Pricing Schedule.
Potential Offerors may direct questions by email only to the Contracting Officer (CO) and the Contract Specialist (CS) within the time allowed following the posting of this Combined Synopsis/Solicitation. Questions and answers will be provided in writing and posted by amendment to this notice on this website. The date and time when written questions by email shall be submitted to the CO/CS is no later than 1 p.m., Eastern Time, August 17, 2022. Note that, due to the press of business, no other form of communication from Offeror will be entertained or replied to by the CO. The email address for the CO is tracie.gutierrez@sba.gov and Patrick.ferguson@sba.gov.
The date and time when written proposals are due to the CO/CS is August 26, 2022, no later than 1 p.m., Eastern Time.
All responsible sources/Offerors shall submit the technical and pricing proposals along with all required supporting documentation that will be considered by the SBA. Proposals shall be emailed to the CO/CS by the stated date and time. Late proposals may not be considered, at the sole discretion of the CO.
Update #3 ·
Combined Synopsis/Solicitation / 736351022R0019
This is to only clarify that the rates proposed will be both onsite and offsite rates
Amendment 0001:
The purpose of amendment 0001 is as follows and is highlighted in the RFQ in yellow:
1. Questions have been extended to: 26 August 2022 @ 1:00 p.m. ET
2. RFQ Responses have been extended to: 9 September 2022 @ 1:00 p.m. ET
3. The period of performance is updated on page 16 of 60
4. Provide answers to Attachment 10-Questions and Answers
SBA – SBIC (Small Business Investment Company) Examinations and Related Services – Office of Investment and Innovation (OII)
Product Service Code – R699-Other Administrative Support Services
NAICS Code – 541611 – Administrative Management and General Management Consulting Services/size standard $16.5M
This acquisition is a combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a separate written solicitation will not be issued.
This solicitation number is 73351022R0019, and this solicitation is issued as a request for quote (RFQ).
This combined synopsis/solicitation is 100% set-aside for small business.
Multiple (2 to 3) awards are contemplated. The NAICS code for this requirement is 541611, Administrative Management and General Management Consulting Services, with a size standard of $16.5 Million. The Product Service Code is R699-Other Administrative Support Services.
The SBA, Office of Investment, and Innovation (OII), has a need for professional support of its examinations of SBICs (Small Business Investment Companies). As a result of the Combined Synopsis/Solicitation, the SBA intends to award 2 to 3 indefinite-delivery indefinite-quantity (IDIQ) contracts to contractors for examination and related services. Each contract will have an ordering period of sixty (60) months.
The provision 52.212-1, Instructions to Offerors – Commercial Products and Commercial Services (Nov 2021), applies to this acquisition – and the following attached addenda also apply: (1) SF- 1449 – to be completed and signed by Offeror, (2) Statement of Work (SOW) with its 11 attachments, (3) Contract Clauses and Solicitation Provisions, (4) Pricing Schedule to be completed by an Offeror, (5) Dummy Task Order to be completed by Offeror with pricing, and (6) Past Performance Information form to be completed by an Offeror.
The provision of 52.212-2, Evaluation – Commercial Products and Commercial Services (NOV 2021) applies to this RFQ, as does the specific evaluation criteria which can be found in the Solicitation Provisions and SOW. The examination and related services to be performed are fully described in the SOW.
The Contractor’s location, to include telework or remote work as defined and applied within the Contractor’s established policies and procedures.
Each Offeror is required to complete its registration in SAM (System for Award Management) and be registered in SAM for the subject NAICS code identified in this Combined Synopsis/Solicitation as a small business before receiving an award.
The provision 52.212-4 – Contract Terms and Conditions – Commercial Products and Commercial Services (NOV 2021) - applies to this acquisition along with the contract clauses specifically attached to this notice.
The provision of 52.212-5 – Contract Terms and Conditions Required To Implement Statutes of Executive Orders – Commercial Products and Commercial Services (May 2022) - applies to this acquisition, along with any identified clauses in the attachment.
A complete quote will include (1) a completed, signed, and dated SF-1449, (2) a Technical Approach submitted in accordance with the SOW and attached Solicitation Clauses and Provisions, (3) a completed Pricing Schedule, (4) a completed Past Performance Questionnaire, and (5) any exceptions or changes. Reference Section E – Submission Of Quotes
An award will consist of the following:
SF-1449-IDIQ SOW-OII Examination Svcs
Attachment 1- SAMPLE-Cover Memo
Attachment 2- SAMPLE-Exam Report
Attachment 3- IDIQ Pricing Sheet
Attachment 4-Limitation on Subcontracting Report Template
Attachment 5- Cyber_Acquisition_Language_2022-02-25
Attachment 6- Confidentiality and Non-Disclosure Agreement
(1) the SF-1449 signed by both parties, (2) SOW with Clauses, (3) Awardee’s Technical Proposal, (4) Awardee’s Pricing Schedule.
Potential Offerors may direct questions by email only to the Contracting Officer (CO) and the Contract Specialist (CS) within the time allowed following the posting of this Combined Synopsis/Solicitation. Questions and answers will be provided in writing and posted by amendment to this notice on this website. The date and time when written questions by email shall be submitted to the CO/CS is no later than 1 p.m., Eastern Time, August 17, 2022. Note that, due to the press of business, no other form of communication from Offeror will be entertained or replied to by the CO. The email address for the CO is tracie.gutierrez@sba.gov and Patrick.ferguson@sba.gov.
The date and time when written proposals are due to the CO/CS is August 26, 2022, no later than 1 p.m., Eastern Time.
All responsible sources/Offerors shall submit the technical and pricing proposals along with all required supporting documentation that will be considered by the SBA. Proposals shall be emailed to the CO/CS by the stated date and time. Late proposals may not be considered, at the sole discretion of the CO.
Update #2 ·
Combined Synopsis/Solicitation / 736351022R0019
Amendment 0001:
The purpose of amendment 0001 is as follows and is highlighted in the RFQ in yellow:
1. Questions have been extended to: 26 August 2022 @ 1:00 p.m. ET
2. RFQ Responses have been extended to: 9 September 2022 @ 1:00 p.m. ET
3. The period of performance is updated on page 16 of 60
4. Provide answers to Attachment 10-Questions and Answers
SBA – SBIC (Small Business Investment Company) Examinations and Related Services – Office of Investment and Innovation (OII)
Product Service Code – R699-Other Administrative Support Services
NAICS Code – 541611 – Administrative Management and General Management Consulting Services/size standard $16.5M
This acquisition is a combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a separate written solicitation will not be issued.
This solicitation number is 73351022R0019, and this solicitation is issued as a request for quote (RFQ).
This combined synopsis/solicitation is 100% set-aside for small business.
Multiple (2 to 3) awards are contemplated. The NAICS code for this requirement is 541611, Administrative Management and General Management Consulting Services, with a size standard of $16.5 Million. The Product Service Code is R699-Other Administrative Support Services.
The SBA, Office of Investment, and Innovation (OII), has a need for professional support of its examinations of SBICs (Small Business Investment Companies). As a result of the Combined Synopsis/Solicitation, the SBA intends to award 2 to 3 indefinite-delivery indefinite-quantity (IDIQ) contracts to contractors for examination and related services. Each contract will have an ordering period of sixty (60) months.
The provision 52.212-1, Instructions to Offerors – Commercial Products and Commercial Services (Nov 2021), applies to this acquisition – and the following attached addenda also apply: (1) SF- 1449 – to be completed and signed by Offeror, (2) Statement of Work (SOW) with its 11 attachments, (3) Contract Clauses and Solicitation Provisions, (4) Pricing Schedule to be completed by an Offeror, (5) Dummy Task Order to be completed by Offeror with pricing, and (6) Past Performance Information form to be completed by an Offeror.
The provision of 52.212-2, Evaluation – Commercial Products and Commercial Services (NOV 2021) applies to this RFQ, as does the specific evaluation criteria which can be found in the Solicitation Provisions and SOW. The examination and related services to be performed are fully described in the SOW.
The Contractor’s location, to include telework or remote work as defined and applied within the Contractor’s established policies and procedures.
Each Offeror is required to complete its registration in SAM (System for Award Management) and be registered in SAM for the subject NAICS code identified in this Combined Synopsis/Solicitation as a small business before receiving an award.
The provision 52.212-4 – Contract Terms and Conditions – Commercial Products and Commercial Services (NOV 2021) - applies to this acquisition along with the contract clauses specifically attached to this notice.
The provision of 52.212-5 – Contract Terms and Conditions Required To Implement Statutes of Executive Orders – Commercial Products and Commercial Services (May 2022) - applies to this acquisition, along with any identified clauses in the attachment.
A complete quote will include (1) a completed, signed, and dated SF-1449, (2) a Technical Approach submitted in accordance with the SOW and attached Solicitation Clauses and Provisions, (3) a completed Pricing Schedule, (4) a completed Past Performance Questionnaire, and (5) any exceptions or changes. Reference Section E – Submission Of Quotes
An award will consist of the following:
SF-1449-IDIQ SOW-OII Examination Svcs
Attachment 1- SAMPLE-Cover Memo
Attachment 2- SAMPLE-Exam Report
Attachment 3- IDIQ Pricing Sheet
Attachment 4-Limitation on Subcontracting Report Template
Attachment 5- Cyber_Acquisition_Language_2022-02-25
Attachment 6- Confidentiality and Non-Disclosure Agreement
(1) the SF-1449 signed by both parties, (2) SOW with Clauses, (3) Awardee’s Technical Proposal, (4) Awardee’s Pricing Schedule.
Potential Offerors may direct questions by email only to the Contracting Officer (CO) and the Contract Specialist (CS) within the time allowed following the posting of this Combined Synopsis/Solicitation. Questions and answers will be provided in writing and posted by amendment to this notice on this website. The date and time when written questions by email shall be submitted to the CO/CS is no later than 1 p.m., Eastern Time, August 17, 2022. Note that, due to the press of business, no other form of communication from Offeror will be entertained or replied to by the CO. The email address for the CO is tracie.gutierrez@sba.gov and Patrick.ferguson@sba.gov.
The date and time when written proposals are due to the CO/CS is August 26, 2022, no later than 1 p.m., Eastern Time.
All responsible sources/Offerors shall submit the technical and pricing proposals along with all required supporting documentation that will be considered by the SBA. Proposals shall be emailed to the CO/CS by the stated date and time. Late proposals may not be considered, at the sole discretion of the CO.
Update #1 ·
Combined Synopsis/Solicitation / 736351022R0019
SBA – SBIC (Small Business Investment Company) Examinations and Related Services – Office of Investment and Innovation (OII)
Product Service Code – R699-Other Administrative Support Services
NAICS Code – 541611 – Administrative Management and General Management Consulting Services/size standard $16.5M
This acquisition is a combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a separate written solicitation will not be issued.
This solicitation number is 73351022R0019, and this solicitation is issued as a request for quote (RFQ).
This combined synopsis/solicitation is 100% set-aside for small business.
Multiple (2 to 3) awards are contemplated. The NAICS code for this requirement is 541611, Administrative Management and General Management Consulting Services, with a size standard of $16.5 Million. The Product Service Code is R699-Other Administrative Support Services.
The SBA, Office of Investment, and Innovation (OII), has a need for professional support of its examinations of SBICs (Small Business Investment Companies). As a result of the Combined Synopsis/Solicitation, the SBA intends to award 2 to 3 indefinite-delivery indefinite-quantity (IDIQ) contracts to contractors for examination and related services. Each contract will have an ordering period of sixty (60) months.
The provision 52.212-1, Instructions to Offerors – Commercial Products and Commercial Services (Nov 2021), applies to this acquisition – and the following attached addenda also apply: (1) SF- 1449 – to be completed and signed by Offeror, (2) Statement of Work (SOW) with its 11 attachments, (3) Contract Clauses and Solicitation Provisions, (4) Pricing Schedule to be completed by an Offeror, (5) Dummy Task Order to be completed by Offeror with pricing, and (6) Past Performance Information form to be completed by an Offeror.
The provision of 52.212-2, Evaluation – Commercial Products and Commercial Services (NOV 2021) applies to this RFQ, as does the specific evaluation criteria which can be found in the Solicitation Provisions and SOW. The examination and related services to be performed are fully described in the SOW.
The Contractor’s location, to include telework or remote work as defined and applied within the Contractor’s established policies and procedures.
Each Offeror is required to complete its registration in SAM (System for Award Management) and be registered in SAM for the subject NAICS code identified in this Combined Synopsis/Solicitation as a small business before receiving an award.
The provision 52.212-4 – Contract Terms and Conditions – Commercial Products and Commercial Services (NOV 2021) - applies to this acquisition along with the contract clauses specifically attached to this notice.
The provision of 52.212-5 – Contract Terms and Conditions Required To Implement Statutes of Executive Orders – Commercial Products and Commercial Services (May 2022) - applies to this acquisition, along with any identified clauses in the attachment.
A complete quote will include (1) a completed, signed, and dated SF-1449, (2) a Technical Approach submitted in accordance with the SOW and attached Solicitation Clauses and Provisions, (3) a completed Pricing Schedule, (4) a completed Past Performance Questionnaire, and (5) any exceptions or changes. Reference Section E – Submission Of Quotes
An award will consist of the following:
SF-1449-IDIQ SOW-OII Examination Svcs
Attachment 1- SAMPLE-Cover Memo
Attachment 2- SAMPLE-Exam Report
Attachment 3- IDIQ Pricing Sheet
Attachment 4-Limitation on Subcontracting Report Template
Attachment 5- Cyber_Acquisition_Language_2022-02-25
Attachment 6- Confidentiality and Non-Disclosure Agreement
(1) the SF-1449 signed by both parties, (2) SOW with Clauses, (3) Awardee’s Technical Proposal, (4) Awardee’s Pricing Schedule.
Potential Offerors may direct questions by email only to the Contracting Officer (CO) and the Contract Specialist (CS) within the time allowed following the posting of this Combined Synopsis/Solicitation. Questions and answers will be provided in writing and posted by amendment to this notice on this website. The date and time when written questions by email shall be submitted to the CO/CS is no later than 1 p.m., Eastern Time, August 17, 2022. Note that, due to the press of business, no other form of communication from Offeror will be entertained or replied to by the CO. The email address for the CO is tracie.gutierrez@sba.gov and Patrick.ferguson@sba.gov.
The date and time when written proposals are due to the CO/CS is August 26, 2022, no later than 1 p.m., Eastern Time.
All responsible sources/Offerors shall submit the technical and pricing proposals along with all required supporting documentation that will be considered by the SBA. Proposals shall be emailed to the CO/CS by the stated date and time. Late proposals may not be considered, at the sole discretion of the CO.
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