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FBO DAILY ISSUE OF OCTOBER 18, 2008 FBO #2518
DOCUMENT

U -- Risk Management and Economic Capital Training Course - Clause 52.212-5

Notice Date

10/16/2008
 

Notice Type

Clause 52.212-5
 

NAICS

611430 — Professional and Management Development Training
 

Contracting Office

Department of the Treasury, Office of Thrift Supervision (OTS), Procurement and Administrative Services, 1700 G Street, N.W., 3rd Floor, Washington, District of Columbia, 20552
 

ZIP Code

20552
 

Solicitation Number

TOTS09C0100
 

Response Due

10/27/2008
 

Archive Date

11/11/2008
 

Point of Contact

Andre Adams, Phone: 2029066136
 

E-Mail Address

andre.adams@ots.treas.gov
 

Small Business Set-Aside

N/A
 

Description

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6 as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested, and a written solicitation will not be issued. The solicitation number is TOTS09C0100, and this solicitation is issued as a Request for Quotations (RFQ) for risk management and economic capital training course services. This solicitation document incorporates provisions and clauses in effect through Federal Acquisition Circular 2005-27. This procurement is unrestricted with the assigned North American Industry Classification System code 611430, Professional and Management Development Training, and the small business size standard $6.5 million employees. The Contractor shall provide a Risk Management and Economic Capital Training Course in January 2008 in accordance with the following requirements: Introduction: The Office of Thrift Supervision ("OTS") as regulator for the savings and loan industry periodically conducts training programs on a wide variety of financial, credit, and other industry-related topics for its examination staff. The training is designed to keep the examination staff up to date on current trends in the financial services industry and examination methods and procedures. Training Requirements: Requirements for this project include the development and instruction of a four-day workshop relating to advanced risk management practices and procedures and the measurement of economic capital. The goal for this training is to understand how banks manage risk within an overall capital optimization program, generally referenced as economic capital practices. The course includes an assessment of the benefits and risks of models currently deployed in the industry. The main training objectives for this program include: • Distinguish between shareholder, regulatory and economic capital and understand how each is used in the optimization of overall return on capital; • Understand the different approaches to calculating economic capital; • Identify, categorize, and quantify the key risk for banks: credit, market and operation risk; • Distinguish between key risks covered by quantitative models and other risk not addressed in capital models; • Understand the systems and procedures needed to track, monitor, and manage these risks; and • Evaluate a bank's risk and economic capital management. The target audiences for this program are those senior examiners and analysts who are responsible for conducting economic capital reviews and the assessment of Basel II capital models. The maximum number of students for this course is twenty (20). This four-day program was originally offered to OTS in January 2008. Only one program will be offered in 2009. OTS is expecting that the same topical material will be covered in 2009 but reflecting any updates to the program and training materials due to changes in the financial markets, current market conditions, regulatory changes, and analytical techniques. The contractor will develop, print, and deliver to the Contracting Officer Technical Representative all necessary training materials at least fifteen (15) days before the course start date. The contract is for a single class that will be held on January 13 through January 16, 2009 in Washington, D.C. Offerors shall provide pricing for the following contract line items: Line Item 0001 Training Course Line Item 0002 Travel Line Item 0003 Miscellaneous Expenses The selected Offeror must comply with the following commercial item terms and conditions. FAR 52.212-1, Instructions to Offerors - Commercial; FAR 52.212-4, Contract Terms and Conditions - Commercial Items; and 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders-Commercial Items (see attachment for 52.212-5 applicable clauses) apply to this acquisition. The selected Offeror must submit a completed copy of the provision at 52.212-3, Offeror Representations and Certifications - Commercial Items. The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the government, price and price related factors considered. Offerors must submit a proposal that contains, at a minimum, a course outline and instructor(s) resume(s). Price will be evaluated to determine its fairness, completeness, and reasonableness as it relates to the items offered. Evaluation Factors (a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate offers: (1) Technical capability to perform the work as evidenced in the statement of work; and (2) Price. The technical factor is significantly more important than cost or price. (b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s). (c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer's specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.
 

Web Link

FedBizOpps Complete View
(https://www.fbo.gov/?s=opportunity&mode=form&id=bf2f386e42cbdf8a099880b9b67c55c7&tab=core&_cview=1)
 

Document(s)

Clause 52.212-5
 

File Name: Clause 52.212-5 (52.212-5.pdf)

Link: https://www.fbo.gov//utils/view?id=908b0db00268e9d83dcba8c376ef1852

Bytes: 103.46 Kb
 

Note: If links are broken, refer to Point of Contact above or contact the FBO Help Desk at 877-472-3779.
 

Place of Performance

Address: 1700 G Street, NW, Washington, District of Columbia, 20552, United States

Zip Code: 20552
 

Record

SN01692768-W 20081018/081016215034-bf2f386e42cbdf8a099880b9b67c55c7 (fbodaily.com)
 

Source

FedBizOpps Link to This Notice
(may not be valid after Archive Date)

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