SPECIAL NOTICE
R -- Financial Services
- Notice Date
- 7/11/2003
- Notice Type
- Special Notice
- Contracting Office
- Department of the Navy, Commander in Chief, Atlantic Fleet, Commander, Navy Region, Mid-Atlantic, 6506 Hampton Blvd, Norfolk, VA, 23508-2836
- ZIP Code
- 23508-2836
- Solicitation Number
- Reference-Number-FS61463
- Response Due
- 8/1/2003
- Archive Date
- 8/16/2003
- Point of Contact
- Gwen Holtmeyer, Supervisory Business Management Specialist, Phone 757-322-2659, Fax 757-445-4808, - Nelson Smith, Supply Technician, Phone 757 322-2836, Fax 757 445-9384,
- E-Mail Address
-
gdholtmeyer@cmar.navy.mil, nesmith@cmar.navy.mil
- Description
- Commander, Navy Region, Mid?Atlantic is seeking the establishment of banking or credit union services at Naval Support Activity, Norfolk, Northwest Annex. In addition to customary consumer financial services, the bank or credit union is to provide Automated Teller Machine (ATM) service. The bank or credit union will be located inside a secure perimeter and thus will not be accessible to the general public. The base is located in a rural area several miles from the nearest commercial financial institution. The installation is currently home to approximately 1600 military, civilian and contractor personnel. About 20% are enlisted Marines or Navy sailors temporarily assigned to the base for training. Per capita ATM transactions, therefore, are relatively high. The Department of the Navy (DON) will grant final approval based upon the Commander, Navy Region, Mid-Atlantic?s evaluation of the proposals received. If selected, your bank/credit union will be entering into a lease and operating agreement with the Government. A sample operating agreement can be found at the web site identified below. Additionally, your bank/credit union will have to follow the policies outlined in the Department of Defense (DoD) Directive and the DoD Financial Management Regulation (FMR), which should be reviewed prior to your solicitation for proposals. The DoD Directive and DoD FMR may be obtained from the Office of Financial Operations web site at http://www.fmo.navy.mil/services/financialinstitutions.htm. The DON?s decision will be based on which financial institution offers the best overall value to the Government as demonstrated by the financial services and products to be provided to military and civilian personnel at the installation. In evaluating the proposals, the DON will consider the following elements, which are approximately equal in importance: a. Services offered ? range ? convenience ? cost b. Long term services available to a mobile population c. Past performance Using the enclosed questionnaire, specific items to be addressed in your proposal include: schedule for opening the branch office; staffing levels for the branch office; hours of operation for the branch office; schedule for ATM implementation; frequency of servicing ATM; and existing locations where financial services are currently provided to DoD military and civilian personnel. Additionally, the proposal must address loan services, savings services, business account and/or services, and other products and services offered. Any other information that you desire to be considered, such as information about past performance, may also be addressed in your proposal. Your proposal, including responses to the attached questionnaire, should be forwarded by August 1, 2003 to Commander, Navy Region, Mid-Atlantic, Code N02B2, 6506 Hampton Blvd., Norfolk, VA 23508. DEPARTMENT OF THE NAVY FINANCIAL INSTITUTION QUESTIONNAIRE Banks and Credit Unions, unless otherwise specifically addressed, will be referred to Financial Institutions (FI). FIs operating an office on a Navy and Marine Corps installation are required to comply with the Department of Defense (DoD) Directive 1000.21 and DoD Financial Management Regulation 7000.14 and subsequent modifications thereto. I. BACKGROUND AND GENERAL OPERATING INFORMATION: 1. Name and address of the Fl: 2. Proposed staffing: 3. Proposed hours of operation: 4. Proposed renovations and estimated costs: 5. Number and location of proposed Automated Teller Machines (ATMs). 6. Existing locations where your FI provides services on Department of Defense Installations. 7. For credit unions, what is the field of membership, and, if necessary, is your institution willing to modify its field of membership to include installation personnel? 8. Will your financial institution be willing to act as a Treasury General Account (TGA) depositary for this location? If not, please explain. 9. Will you offer business accounts/services to Nonappropriated Fund Instrumentalities (NAFIs), Private Organizations, or other resale and cash activities operating on base (e.g., Navy Exchange; Morale, Welfare and Recreation facilities)? III. LISTING OF FEES Please provide a listing of fees and charges associated with member accounts and for other services you provide that have not otherwise been addressed. Examples include insufficient funds charges, draft printing charges (if members drafts are truncated), account maintenance charges, loan processing fees, and ATM fees for accountholders/members and others. IV - ADDITIONAL INFORMATION: Please provide additional information that you wish the Command to consider, such as past performance, field of membership, when the FI would be able to start operations, and any other regulatory issues that may need to be addressed: II. TYPES OF SERVICES: SERVICES Current Interest PROVIDED Rate/Method of YES OR NO Charges Computation 1. Savings/Share Savings a. Regular Accounts b. Minimum Accounts 2. Checking Accounts a. Regular b. Interest Bearing c. Minimum Balance d. Over draft protection e. Stop Payment 3. Certificates of Deposit a. Six month maturity b. One year maturity c. Two years maturity d. Other (Specify) 4. Consumer Loans: a. Automobiles ? new or used b. Trucks new or used c. Vans new or used d. Motor homes or travel trailers new or used e. Motor cycle new or used f. Boats new or used g. Other (specify) SERVICES Current Interest PROVIDED Rate/Method of YES OR NO Charges Computation 5. Consumer leases a. Automobiles b. Trucks c. Vans d. Motor homes or travel trailers e. Motor cycle f. Boats g. Other (specify) 6. Mortgages a. Construction b. Existing c. Home Equity 7. Financial/Investing Services a. Mutual funds b. Insurance c. Stocks d. Bonds e. Annuities SERVICES Current Interest PROVIDED Rate/Method of YES OR NO Charges Computation 8. Miscellaneous a. Financial counseling b. Cashing of checks from non-account holders c. Money orders d. Traveler checks e. Savings bonds f. Credit cards g. Debit Cards h. Automated bill paying services i. Web banking j. Direct deposit k. Electronic transfers l. Notary service m. Wire transfers n. Safe deposit box o. Other (specify) FINANCIAL INSTITUTION OFFICIAL DATE
- Place of Performance
- Address: 1320 Northwest Blvd, Chesapeake, VA
- Zip Code: 23322
- Zip Code: 23322
- Record
- SN00369790-W 20030713/030711213719 (fbodaily.com)
- Source
-
FedBizOpps.gov Link to This Notice
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