How to bid on Risk Management, Financial Analysis, and Administrative Support for SBA

What the agency is buying and why it matters

The Small Business Administration (SBA) Office of Credit Risk Management (OCRM) is seeking a single contractor to provide non-personal services for risk management, financial analysis, and administrative support. This work will support the SBA headquarters in Washington, D.C.

The contract is structured as an indefinite delivery, indefinite quantity (IDIQ) with a base year and four one-year option periods. Task orders will be issued on a labor-hours basis. This is a significant opportunity for a qualified Women-Owned Small Business to provide essential support to a key federal agency.

Key dates and what happens at the deadline

All technical questions regarding this request for proposal must be submitted in writing via email by September 14, 2026, at 9 a.m. Eastern Standard Time. Answers will be provided as an amendment and posted for all vendors to view.

Proposals are due no later than September 21, 2026, at 9 a.m. Eastern Standard Time. The government reserves the right to not accept proposals received after this closing date and time. It is the offeror's responsibility to ensure a timely and successful submission.

Who this opportunity suits

This opportunity is a 100% set-aside for SBA-certified Women-Owned Small Businesses (WOSB) participating in the WOSB Federal Contract Program. Offerors must be currently certified as WOSBs in the SBA WOSB certification system at the time of proposal submission and at the time of award.

The ideal firm will have expertise in risk management, financial analysis, and administrative support, with personnel capable of augmenting the SBA's workforce. Experience with federal systems like the Lender Portal and Capital Access Financial System (CAFS) is also relevant.

How to respond

This is a combined synopsis/solicitation issued as a Request for Proposal (RFP) 47QACA26R0306. A separate written solicitation will not be issued. Offers are being requested based on this announcement.

Required technical and price proposal volumes must be submitted via email directly to [email protected]. Ensure all questions are sent to the same email address by the deadline.

Practical tips for preparing a competitive response

Carefully review Attachment A SF 1449 and Attachment B pricing sheet for contract line items and estimated quantities. Your proposal should clearly address all requirements outlined in these documents.

Since this is a labor-hours contract, clearly define your labor categories and proposed fully loaded labor-hour rates. Ensure your proposed personnel have the ability to work at the SBA Headquarters in Washington, D.C., and possess the skills mentioned, such as proficiency with federal systems and experience in delegated authority management and risk diagnostics.

Pay close attention to the WOSB certification requirement. Confirm your certification status is current at both the time of proposal submission and anticipated award to avoid disqualification.