D -- Loan Management and Accounting System

The Small Business Administration (SBA) is providing notification, consistent with Guiding Principle 2.b.ii.A of the May 2006 Competition Framework for Financial Management Lines of Business Migrations, of its intent to conduct a public-private competition for financial management shared services that includes modernization, hosting, administration and application management of SBA?s Loan Management and Accounting System (LMAS). Private sector participation will be sought using the Federal Supply Schedules in accordance with the procedures of FAR Subpart 8.4. Public sector participation will be obtained from Public Sector Shared Services Providers (SSP). SBA is using the ?7-Steps to Performance Based Acquisition Methodology? for identifying the LMAS solution and the solution-provider. Prior to developing this solicitation, SBA conducted extensive market research as part of Step-2 of the 7-Steps process. The purpose of this research was to (1) educate SBA on industry capabilities, best practices, and experiences of other organizations on similar endeavors as well as acquisition approaches utilized and (2) develop the solicitation and an acquisition strategy (Step-3 of the 7-Steps process). The research included a large number of participants from a wide sector of industry as well as Federal and commercial shared services providers. A pre-solicitation notice was also published on FedBizOpps in early September, 2007. Based on all the responses to the pre-solicitation notice, SBA determined that an acquisition strategy based on GSA Schedule-70 is best suited to support its needs. Please be advised that SBA will soon be requesting proposals from (1) a select group of companies who were deemed to be viable competitors and possess a GSA Schedule ? 70 and (2) a select group of public Shared Services Providers (SSPs) who can provide the required services using Inter-Agency Agreements, collectively the ?Competitive Pool? (Step-4 of the 7-Steps process).