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U.S. General Services Administration·District of Columbia

Loan File Review for Risk Oversight Support Services

Closes 4/8/2026$2.5M – $25MRequest for Information
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Description

The General Services Administration on behalf of the Small Business Administration is seeking qualified firms to perform Loan File Reviews for Risk Oversight Support Services. This is a Sources Sought notice, and the government is looking for information to determine if there are qualified firms that can provide these services. The scope of work includes loan file reviews, risk oversight, and technical assistance. The contractor will be required to provide a virtual data warehouse, customer relationship management, and management workflow system. The contract will be a firm-fixed-price contract, and the estimated period of performance is one year with four option years. Key aspects of the job include: • Providing loan file review services to support the Office of Credit Risk Management's supervision of 7(a) and 504 lenders. • Conducting oversight activities, including file reviews, to assess lenders' compliance with SBA Loan Program Requirements. • Utilizing a virtual data warehouse, CRM, and MWS to support the coordination of lender reviews and monitoring. • Providing deliverables, including weekly and monthly status reports, loan file review reports, and ancillary reports. • Maintaining the security and confidentiality of sensitive information, including personally identifiable information and confidential business information.

Attached files

Contact

Gregory Karpovics

[email protected]

(312) 874-3026

Key dates

Opened
3/25/2026
Closes
4/8/2026
Duration
5 years

Last updated

Details

Type
Request for Information
Industry
Financial Services
NAICS
541990
Solicitation №
47QACA26K0024

Budget estimate

$2,500,000 – $25,000,000

The budget for this opportunity is difficult to estimate without knowing the specific prices proposed by the contractor. However, based on the firm-fixed-price structure and the various contract line items (CLINs) outlined in the document, it appears that the government is seeking a comprehensive suite of services to support loan file reviews and risk oversight. The estimated quantities for the different types of loan file reviews (e.g., 7(a) Origination, 504 Origination, 7(a) Servicing, etc.) are not provided, but the document does mention that the contractor will be required to perform a minimum number of reviews per year. Assuming an average price per loan file review of $1,000 to $5,000, and considering the various other services and deliverables required under the contract (e.g., virtual data warehouse, CRM, MWS, reports, etc.), the total budget for the base period of one year could potentially range from $500,000 to $5 million or more, depending on the actual prices proposed by the contractor and the number of loan file reviews performed. Over the five-year period of performance, including option years, the total budget could potentially range from $2.5 million to $25 million or more. These estimates are highly speculative and should be used only as a rough order of magnitude. The actual budget will depend on various factors, including the contractor's proposed prices, the number of loan file reviews performed, and the specific services and deliverables required under the contract.

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