Loan File Review for Risk Oversight Support Services

Solicitation / RFP / RFQ

This solicitation is for Loan File Review for Risk Oversight Support Services, procured by the General Services Administration (GSA) on behalf of the Small Business Administration (SBA) - Office of Capital Access (OCA) / Office of Credit Risk Management (OCRM). The objective is to award a single-award Blanket Purchase Agreement (BPA) for firm-fixed-price services to support SBA's loan file review and risk oversight activities for 7(a) and 504 lenders. The services will be ordered and compensated through Contract Line Item Numbers (CLINs) established in Section B.

• In-Scope Activities:

  • Loan File Reviews
  • Virtual Data Warehouse management, Customer Relationship Management (CRM), and Management Workflow System (MWS)
  • Additional services: Special Scope/Forensic Loan File Reviews, Ad hoc Analytics and Ancillary Reports, System Configuration/Customization of virtual data warehouse, CRM, and MWS
  • Transition In and Transition Out Services

• Deliverables: Weekly and monthly status reports/dashboards, draft and final loan file review reports, loan sampling recommendations, and complete data transfer upon BPA expiration or termination.

• Performance Objectives: Achieve high-level outcomes for File Review Services, Data Warehouse, and Deliverables.

• Key Personnel: Project Manager with specific experience required.

• Contract Type: Single Award Blanket Purchase Agreement (BPA), Firm-Fixed-Price.

• Period of Performance: Base period of one (1) year, with up to four (4) one-year option periods, for a total potential BPA period of five (5) years.

• Estimated Value: Not explicitly stated, but NAICS Code 541990 ("All Other Professional, Scientific, and Technical Services") has a size standard of $19.5 Million.

• Questions Due: May 28, 2026, at 1:00 PM Eastern Time.

• Pre-Proposal Conference: May 27, 2026, at 1:00 PM Eastern Time (virtual).

• Proposal Due Date: June 4, 2026, 10:00 AM Eastern Time.

• Submission Method: Via email to Gregory Karpovics at gregory.karpovics@gsa.gov.

• Evaluation Factors: Technical Capability, Past Performance, and Total Evaluated Price. Technical Capability and Past Performance are of equal importance and are significantly more important than Total Evaluated Price.

• This requirement is set aside for Small Businesses. All small businesses, including SBA social economic categories, are welcome to participate.

• NAICS Code: 541990 ("All Other Professional, Scientific, and Technical Services")

• Size Standard: $19.5 Million

• All FAR references are Revolutionary FAR Overhaul (RFO) references unless otherwise stated; RFO takes precedence in case of conflict.

• Proprietary information must be clearly marked.

• The contractor must comply with all applicable federal laws, regulations, and SBA policies regarding the protection of sensitive information, including PII.

• Section H details Special Award Requirements, including Security and Privacy, Organizational Conflict of Interest (OCI), and Section 508 Compliance.

• Section J lists attachments including Offer for Standard Services/Section B Pricing Sheet, Quality Assurance Surveillance Plan (QASP), and Past Performance and Corporate Experience Reference Form.

Form / Attachment / Pricing Sheet

This document is a "Past Performance and Past Experience and Corporate Experience Reference Form" associated with Solicitation 47QACA26R0274. It is designed for offerors to provide detailed information about their past performance and experience to aid in the evaluation of their proposals.

• Project Information: For each of up to five projects, offerors must provide:
  • Reference Name
  • Client/Agency
  • Reference Email
  • Reference Phone
  • Period of Performance
  • Relevance to Requirement
• Instructions to Offerors:
  • Complete all fields for each reference.
  • Submit this form with the proposal.
  • Past performance will be evaluated based on the provided reference information.
  • For teaming arrangements or joint ventures, each firm will be evaluated individually.
  • A minimum of 3 and a maximum of 5 customer references must be submitted.
  • These references will also serve for the past experience component of the technical questionnaire.
  • The Government may choose which references to evaluate if more than 3 are provided.
  • Offerors are strongly encouraged to inform their references that they will be contacted.

This form is critical for bidders to document their relevant past performance and experience. Accurate and complete submission of this form, along with ensuring references are aware of potential contact, is essential for a favorable evaluation of the technical proposal. Failure to provide the minimum required references or incomplete information may impact the proposal's evaluation.

Form / Attachment / Pricing Sheet

This document is an Excel spreadsheet containing pricing sheets for the "Loan File Review for Risk Oversight Support Services Blanket Purchase Agreement (BPA)" under Solicitation 47QACA26R0274. It provides a structured format for offerors to input their pricing for various service CLINs across the base period, four option years, and a 6-month option to extend services.

• Instructions and Summary Sheet: Outlines the process for completing the pricing, including the assumption for the 6-month option period and the calculation of the Total Evaluated Price (TEP).
• Base Period, Option Years 1-4, and 6-Month Option to Extend: These sheets detail specific CLINs for "Standard Services" (e.g., 7(a) and 504 loan file reviews, Virtual Data Warehouse) and "Above Standard Services" (e.g., Special-Scope reviews, Ad Hoc Analytics, Transition-In/Out). Offerors are to provide unit prices, which will be multiplied by estimated quantities.
• Wage Determination Crosswalk: A section for contractors to list labor categories subject to Service Contract Labor Standards (SCLS) and associated wage and fringe benefit information, if applicable.
• GSA Schedule LCATS & R: A table listing potential GSA Labor Categories (LCATs) and associated rates for 2024-2029.

Offerors must complete these pricing sheets accurately to propose their firm's Total Evaluated Price (TEP). The estimated unit amounts provided are not to be changed. Pricing must be inclusive of all fees, benefits, and materials. The completed sheets are crucial for proposal evaluation.

Form / Attachment / Pricing Sheet

This document is a Quality Assurance Surveillance Plan (QASP) for the Loan File Review for Risk Oversight Support Services Blanket Purchase Agreement (BPA). It outlines the performance standards, acceptable quality levels (AQLs), and surveillance methods the Government will use to monitor contractor performance.

• Performance Standards: Details specific performance objectives tied to PWS references, such as timely report submissions (draft and final), status report accuracy, and quality/completeness of loan file reports.
• Acceptable Quality Levels (AQLs): Quantifies the expected performance, e.g., 95% of draft reports meeting the 25-business-day requirement, or $\geq$98% of weekly reports delivered on time.
• Surveillance Methods: Describes how performance will be monitored, including desk reviews, sampling of deliverables, system monitoring, and ongoing observation by the Contracting Officer's Representative (COR).
• Roles and Responsibilities: Defines the roles of the Contracting Officer (CO), COR, Quality Assurance (QA) Team, and SBA Chief Information Security Officer (CISO) / IT Security.
• Performance Deficiencies: Outlines the process for documenting and addressing performance issues, including potential corrective actions and consequences.

This QASP is crucial for bidders as it clearly defines the Government's expectations for performance quality, timeliness, and reporting under the BPA. Understanding these standards and surveillance methods will help potential bidders assess their capability to meet requirements and structure their proposals accordingly. It highlights the critical areas the Government will focus on when evaluating contractor performance post-award.