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FBO DAILY ISSUE OF APRIL 21, 2002 FBO #0140
SOLICITATION NOTICE

U -- Thrift Examiners Training

Notice Date
4/19/2002
 
Notice Type
Solicitation Notice
 
Contracting Office
Department of the Treasury, Office of Thrift Supervision (OTS), Procurement and Administrative Services, 1700 G Street, N.W., 3rd Floor, Washington, DC, 20552
 
ZIP Code
20552
 
Solicitation Number
OTS-02-02
 
Response Due
5/6/2002
 
Archive Date
5/21/2002
 
Point of Contact
Jim Harden, Sr. Contract Specialist, Phone (202) 906-7351, Fax (202) 906-5648, - Elaine Logan, Manager, Procurement Branch, Phone 202-906-6193, Fax 202-906-5648,
 
E-Mail Address
james.harden@ots.treas.gov, elaine.logan@ots.treas.gov
 
Small Business Set-Aside
Total Small Business
 
Description
The Office Of Thrift Supervision (OTS), U.S. Department of the Treasury, intends to negotiate on a sole source basis with Dr. William Handorf, 5413 Blackistone Road, Bethesda, MD 20016 to develop, instruct, and revise, as needed, the following training courses: Commercial Business Lending, Interest Rate Risk (as a separate class), Interest Rate Risk as a component of New Thrift Examiner Class, and Advanced Examiner Topics. These training courses are highly specific to OTS' mission of regulating the nation's Thrift industry. Dr. Handorf will use his extensive knowledge of the Thrift industry and his past performance experience in this area to develop and teach these courses to OTS' thrift examination staff which consists of approximately 750 examiners throughout the United States. Course topics must include, but not be limited to: Interest Rate Risk Analysis using the OTS NAP Model; Bank examination procedures; Financial analysis; Loan analysis; and, Asset/liability and risk management techniques. Development and presentation of courses must at least be at the examiner skill and knowledge level needed for accreditation required to obtain the level of examiner that would attend these training classes. Most attendees would have their accreditation, which is generally equivalent to commissioning at other bank regulatory agencies. A single contractor is required to provide course materials and consistent instruction. Information is to be provided in a variety of methods: class lecture; hands on examples provided in class; case studies; pre-course work used in class; use of Banks or other similar software; loan files; possible guest speaker for the Small Business Administration portion of commercial lending or other method suggested to introduce and enforce training required; and, use of post class assignments to further enhance knowledge. Prior to presentation, contractor is to provide a detailed outline of each course and identify teaching methods and class activities that will be used. Straight lecture will not be acceptable. No solicitation document exists for this requirement. A single contractor or small business with the knowledge, experience, and documented past performance of developing and providing the training courses identified in this announcement is requested to email a capabilities statement to james.harden@ots.treas.gov or fax to 202-906-5648. Vendor is to describe how it can fully meet the requirements stated above, inclusive of past performance information. If no responses are received with 15 days of this announcement, the OTS will proceed with sole source negotiations with Dr. Handorf. The anticipated contract will be a base year with 4 one year options plus an additional option of up to 6 months. The dollar range of this requirement is $200,000 to $250,000. Telephone inquiries will not be accepted for this requirement. All questions are to be emailed to james.harden@ots.treas.gov
 
Record
SN00063242-W 20020421/020419213409 (fbodaily.com)
 
Source
FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)

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