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FBO DAILY ISSUE OF SEPTEMBER 23, 2007 FBO #2127
SOLICITATION NOTICE

B -- Thrift Financial Analysis Services

Notice Date
9/21/2007
 
Notice Type
Solicitation Notice
 
NAICS
522120 — Savings Institutions
 
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, UNITED STATES
 
ZIP Code
20552
 
Solicitation Number
TOT-D-07-Q-0004
 
Response Due
9/27/2007
 
Archive Date
10/12/2007
 
Point of Contact
Illona Williams, Director of Procurement, Phone 202-906-6193, Fax 202-906-5648, - Isabel Roman-Cogswell, Contract Specialist, Phone 2029066137, Fax 2029065648,
 
E-Mail Address
Illona.Williams@ots.treas.gov, isabel.romancogswell@ots.treas.gov
 
Small Business Set-Aside
Total Small Business
 
Description
The Office of Thrift Supervision (OTS) intends to negotiate a sole source contract with James Melton, 205 Benton Drive, Number 7101, Allen, TX 75013-1161 for temporary financial data analysis services dealing with the quarterly Thrift Financial report (TFR), Consolidated Maturity and Rate Report (CMR) and the Holding Company report (HCR) filings of savings and loan institutions under the regulatory authority of the OTS. Pursuant to FAR 6.302, the Government intends to solicit and negotiate with only one source for services that require extensive knowledge and experience of finance, business, and accounting principles related to the thrift industry necessary to provide technical and analytical advise and assistance to thrift industry personnel. The services include, but are not limited to: a caseload of up to approximately 160 institutions, analyzing and ensuring accuracy of the data for quarterly report filings of those institutions for compliance with GAAP and regulatory reporting guidelines, completing the analysis and ensuring accuracy of all financial reports in the assigned caseload on or before June 30, 2008. Specific tasks the Contractor will be required to accomplish include, but are not limited to: analyzing and ensuring accuracy of the reports for each reporting institution in the following manner: logging into the Thrift Edit system, generating and printing the following reports from the Thrift Edit system: (1) Analyst Docket Status Report, (2)TFR/CMR/HC Edit Reject Report, contacting the reporting institution's report preparer by telephone or email and verifying reported financial data. The Contractor will be required to document all conversations(s) on the Analyst Comment/Accept Screen in the Thrift Edit System, requesting that the TFR/CMR/HC Report be amended as necessary and by a specified date receiving, amendments from the report preparer by electronic submission via the Electronic Filing System Software (EFS), generating and printing a Docket Status Report from the Thrift Edit System to ensure that the TFR/CMR/HC report is error-free, accepting edit steps that are valid and documenting the reason in the Analyst Comment section of the Edit System, providing reporting guidance to report preparers, and analysing data recommending solutions. This notice of intent is not a request for competitive proposals. However, responsible firms may submit a written response to this notice. Responses must clearly demonstrate past performance expertise in the requirements found above. A separate solicitation is not available. The Government will consider all proposals received by 2:00 PM, September 27, 2007. The anticipated period of performance for this requirement is October 2, 2007 through September 30, 2008 with a one (1) year option lot . All questions must be submitted via email to Illona.Williams@ots.treas.gov by 2:00 PM, September 26, 2007. ORAL QUESTIONS WILL NOT BE ACCEPTED. Proposals must be submitted to the Office of Thrift Supervision, Attn: Illona M. Williams or emailed to Illona.Williams@ots.treas.gov. ORAL PROPOSALS WILL NOT BE ACCEPTED. Responses to this synopsis are dues in the Procurement Office by 2:00 PM EST, September 27, 2007. NOTE: THIS NOTICE WAS NOT POSTED TO FEDBIZOPPS ON THE DATE INDICATED IN THE NOTICE ITSELF (21-SEP-2007); HOWEVER, IT DID APPEAR IN THE FEDBIZOPPS FTP FEED ON THIS DATE. PLEASE CONTACT fbo.support@gsa.gov REGARDING THIS ISSUE.
 
Web Link
Link to FedBizOpps document.
(http://www.fbo.gov/spg/TREAS/OTS/PASDC/TOT-D-07-Q-0004/listing.html)
 
Place of Performance
Address: Irving, TX
Zip Code: 75062
Country: UNITED STATES
 
Record
SN01413565-F 20070923/070921223144 (fbodaily.com)
 
Source
FedBizOpps Link to This Notice
(may not be valid after Archive Date)

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