SOURCES SOUGHT
R -- RFI - CDFI Fund BOND GUARANTEE (BG) PROGRAM - COMPLEMENTARY FINANCIAL MANAGEMENT SERVICES - Draft PWS
- Notice Date
- 12/11/2014
- Notice Type
- Sources Sought
- NAICS
- 541611
— Administrative Management and General Management Consulting Services
- Contracting Office
- Department of the Treasury, Bureau of the Public Debt (BPD), Bureau of the Fiscal Service, Avery 5F, 200 Third Street, Parkersburg, West Virginia, 26106-5312, United States
- ZIP Code
- 26106-5312
- Solicitation Number
- RFI-CDF-15-0015
- Archive Date
- 1/7/2015
- Point of Contact
- JBOARD/JOBERLIN, Fax: 304-480-7203
- E-Mail Address
-
Purchasing@fiscal.treasury.gov
(Purchasing@fiscal.treasury.gov)
- Small Business Set-Aside
- N/A
- Description
- Draft PWS THIS REQUEST FOR INFORMATION AND SOURCES SOUGHT NOTICE IS ISSUED FOR THE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION (CDFI) FUND BOND GUARANTEE (BG) PROGRAM - COMPLEMENTARY FINANCIAL MANAGEMENT SERVICES. This announcement is issued for informational and planning purposes only. This Request for Information (RFI) is not a Request for Proposals (RFP) and is not to be construed as a commitment by the Government to issue a solicitation or ultimately to award a contract on the basis of this RFI or otherwise pay for the information solicited. Responses to the RFI will not serve as proposals, bids, or offers, which could be accepted by the Government to form a binding contract. The Bureau of the Fiscal Service (Fiscal Service), on behalf of the Community Development Financial Institutions (CDFI) Fund is conducting market research to identify vendors who are capable and interested in providing CDFI Fund Bond Guarantee (BG) Program - Complementary Financial Management Services as outlined in the attached document labeled "RFI-CDF-15-0015". This document is a draft of the performance work statement pertaining to this requirement. The current three (3) year Indefinite Delivery Indefinite Quantity contract for the Bond Guarantee (BG) Program - Complementary Financial Management Services is due to expire on July 25, 2015. Summit Consulting LLC is currently providing these services under the 8(a) Program. All size categories of businesses (see 2 below for NAICS) including those qualified for set asides are encouraged to respond, especially vendors who are currently in the 8(a) Program or who have a strong, working relationship with the incumbent, Summit Consulting. Interested vendors shall provide no more than a five (5) page capability statement that includes the following in order: 1. Contact information; 2. Your company's socio-economic status under NAICS Code 541611, including: 1) small business; 2) 8(a) business; 3) HUBZone small business; 4) small disadvantaged business; 5) woman-owned small business; 6) economic disadvantage women-owned small business; 7) veteran-owned small business; 8) service-disabled veteran-owned small business, or 9) other than small business; 3. Whether your company's services are available through an existing Government contract vehicle (i.e. GSA contract - please provide the contract number, GSA Schedule(s) and SIN Category(ies)) or in the Open Market; 4. Questions and Feedback on the draft base contract PWS and attachment; and, 5. Responses to the following statements and questions: a. Describe your firm's experience in performing Federal credit subsidy modeling and/or analyzing Federal credit subsidy models. b. Describe your firm's experience in conducting financial, credit and performance analysis of community development financial institutions. c. Describe your firm's experience in performing economic and regulatory analysis for Federal direct loan programs. d. Has your firm devised and implemented performance measures for portfolio management and loan monitoring? If yes, please elaborate on this experience. e. Has your firm assessed and improved financial management systems as they specifically relate to the operations and maintenance of a portfolio management system? If yes, please elaborate on this experience. f. Has your firm performed quality assurance efforts for loan origination and underwriting? If yes, please elaborate on this experience. g. Has your firm conducted site visits to loan program applicants in order to perform benchmarking services? If yes, please elaborate on this experience. h. Does your firm have sub-contracting relationships currently in place with firms that may be able to complement your skills in the above items? If yes, please elaborate. Responses submitted will also assist the Government in its market research to determine the availability of commercial sources and the acquisition strategy in terms of set-aside requirements. Interested vendors shall submit responses by the due date listed herein to Purchasing@fiscal.treasury.gov referencing "Response to RFI-CDF-15-0015 Attn: JBOARD/JOBERLIN" in the subject line. All electronic materials and attachments submitted shall be formatted in accordance with the Bureau of the Fiscal Service's Security Requirements. The following file extensions are not allowable and application materials/data submitted with these extensions cannot be opened:.bat,.cmd,.com,.exe,.pif,.rar,.scr,.vbs,.hta,.cpl, html, mhtml, and.zip files The Government does not allow 3rd party messaging systems/secure mail. Microsoft Office non-macro enabled compatible documents are acceptable. If the interested vendor determines that other formats are necessary, it is the interested vendor's responsibility to verify with Fiscal Service that those formats are acceptable. No pricing or technical approach is being requested or will be considered at this time. This is only a request for information for determining an acquisition strategy and for gathering feedback from interested vendors for considering changes/additions to the draft requirement. No other information regarding this Sources Sought Notice will be provided at this time. This notice does not restrict the Government to an ultimate acquisition approach. All firms responding to this notice are advised that their response is not an offer that will be considered for contract award. All interested parties will be required to respond to any resultant solicitation separately from their response to this notice. NO SOLICITATION IS AVAILABLE. A request for more information, or a copy of the solicitation, will not be considered an affirmative response to this Notice. Telephone responses to, or inquiries about, this Notice will NOT be accepted. Interested Vendors may register at http://www.fedbizopps.gov to receive notifications when information is posted related to this requirement, such as when amendments are available for viewing and/or downloading. Please note that the FBO provides the notification service as a convenience and does not guarantee that all persons on the mailing list will receive notifications. Therefore, we recommend that you monitor the FedBizOpps site for all information relevant to desired acquisitions. If the Internet option is not available to you, you may receive a hard copy of this request for information (RFI) and any amendments (via U.S. Mail) by faxing your request to 304-480-7203 or e-mailing your request to Purchasing@fiscal.treasury.gov. Place of Contract Performance: TBD
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/spg/TREAS/BPD/DP/RFI-CDF-15-0015/listing.html)
- Record
- SN03593560-W 20141213/141211234354-436e5ed91a33f821bfb4c2b72cc85c7d (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
(may not be valid after Archive Date)
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