SIPI FINANCIAL REVIEW BASE AND 4 OPT YRS
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The Department of the Interior, Bureau of Indian Affairs (BIA), through its Indian Education Acquisition Office, has issued a Solicitation for Financial Review Services for the Southwestern Indian Polytechnic Institute (SIPI). This opportunity is for a Firm Fixed Price Purchase Order covering a base year and four option years. It is 100% set-aside for Indian Small Business Economic Enterprises (ISBEEs). Quotes are due by February 26, 2026, at 2:00 p.m. CST.
Scope of Work
The contractor will perform comprehensive financial reviews for SIPI, specifically covering Fiscal Years 2019 through 2025 initially, with four option years for subsequent reviews. Key tasks include:
- Analyzing, inquiring, investigating, and reviewing financial transactions and documents.
- Utilizing United States Standard General Ledger (USSGL) data (approximately 300,000 transaction lines per FY).
- Creating financial statements for each fiscal year.
- Providing reports that explain financial statements, highlight concerns, and offer recommendations.
- Reviews will commence three weeks after each fiscal year-end, upon General Ledger data download.
- Personnel Requirements: Contractor staff must be Certified Public Accountants (CPAs) with at least three years of experience. A contract manager and alternate must be available during business hours.
- Place of Performance: Work will be conducted at the contractor's location and at SIPI's building 106 on campus.
Contract Details
- Contract Type: Firm Fixed Price Purchase Order
- NAICS Code: 541211 – Offices of Certified Public Accountants
- Small Business Size Standard: $26.5 Million
- Period of Performance:
- Base Year: March 11, 2026 – March 10, 2027
- Four Option Years extending through March 10, 2031
- Set-Aside: 100% for Indian Small Business Economic Enterprises (ISBEEs). Offerors must comply with the "Buy Indian" Act and complete the required IEE Representation Form.
Submission & Evaluation
- Quote Due Date: Thursday, February 26, 2026, by 2:00 p.m. Central Standard Time.
- Submission Method: Electronic mail to jeff.morris@bie.edu.
- Evaluation Factors: Experience, Past Performance, ISBEE compliance, and Price.
- Award Basis: Best Value-Trade Offs, allowing for award to other than the lowest-priced offeror if technical superiority or reduced performance risk warrants it.
- Required Submissions: Offerors must detail subcontracting percentages, key personnel qualifications, and provide written assurance of "Buy Indian" Act compliance. The "Indian Affairs Indian Economic Enterprise Representation Form" (Attachment 3) must be completed.
Contact Information
- Primary Contact: Jeff Morris (jeff.morris@bie.edu, 505-364-2130)