B--SIPI FINANCIAL REVIEW BASE AND 4 OPT YRS

Amendment / Modification

• This amendment removes the "100% ISBEE Set-Aside" and changes it to a "100% Indian Economic Enterprise (IEE) Set-Aside."

• The set-aside status for the solicitation is modified.

• The change in set-aside status may affect eligibility for potential bidders. No changes to proposal deadlines or submission requirements are indicated.

Solicitation / RFP / RFQ

This is a combined synopsis/solicitation for commercial items, prepared in accordance with FAR Subpart 12.6. The Department of the Interior, Bureau of Indian Education, Division of Acquisitions anticipates awarding a single Firm Fixed Price purchase order for reviews of Southwestern Indian Polytechnic Institute's (SIPI's) financial records.

• The primary service required is a financial review of SIPI's financial records.

• The solicitation includes CLINs for a base year and four option years.

• Contract Type: Firm Fixed Price Purchase Order.

• Period of Performance (estimated):

  • Base Year (CLIN 00010): 11 March 2026 – 10 March 2027
  • Option Year 1 (CLIN 00100): 11 March 2027 – 10 March 2028
  • Option Year 2 (CLIN 00200): 11 March 2028 – 10 March 2029
  • Option Year 3 (CLIN 00300): 11 March 2029 – 10 March 2030
  • Option Year 4 (CLIN 00400): 11 March 2030 – 10 March 2031

• NAICS Code: 541211 – Offices of Certified Public Accountants

• Small Business Size Standard: $26.5M

• Quote Due Date: Thursday, 26 February 2026, no later than 2:00 p.m. Central Standard Time.

• Submission Method: Quotes must be submitted via electronic mail to jeff.morris@bie.edu.

• Evaluation Factors: Quotes will be evaluated based on Experience, Past Performance, ISBEE compliance, and Price.

• Award Basis: Best Value-Trade Offs. The Government may award to other than the lowest priced offeror if a superior technical submission or reduced performance risk warrants it.

• This solicitation is set-aside 100% for Indian Small Business Economic Enterprises (ISBEEs).

• Offerors must complete DIAR Provision 1452.280-4 (Indian Economic Enterprise Representation).

• The solicitation incorporates numerous FAR and DIAR clauses by reference and in full text.

• Background investigations may be required for contractor personnel.

• Payment requests must be submitted electronically through the U.S. Department of the Treasury's Internet Payment Platform System (IPP).

Form / Attachment / Pricing Sheet

This document supplements Solicitation # 140A2326Q0007 and provides specific requirements and assurances related to the "Buy Indian" Act, specifically concerning Indian Economic Enterprise (IEE) set-asides. It outlines mandatory submissions for offerors.

• Required Submissions:
  • A description of the percentage of work/costs to be performed by the offeror versus subcontracted, with specific limitations on subcontracting for IEEs (50% for supplies/services, up to 75-85% for construction).
  • Qualifications of key personnel assigned to the contract (or confirmation that Key Personnel is not required).
• Required Assurance: Written assurance from the offeror that they are and will remain in compliance with the "Buy Indian" Act requirements, both before award and upon completion of the contract.

Offerors must carefully review and complete the sections regarding subcontracting limitations and key personnel qualifications. Failure to provide the required information and written assurance as detailed in paragraphs (c) and (d) may result in the offer being deemed non-responsive and rejected. This document is critical for ensuring compliance with the "Buy Indian" Act provisions for this solicitation.

Statement of Work (SOW) / Performance Work Statement (PWS)

To perform a financial review for Southwestern Indian Polytechnic Institute (SIPI) and create financial statements.

• Conduct a financial review for Fiscal Years 2019 through 2025, with four option years for future reviews.

• Analyze, inquire, investigate, and review transactions and documents.

• Utilize data based on the United States Standard General Ledger (USSGL) with approximately 300,000 transaction lines per fiscal year.

• Create financial statements for each fiscal year.

• Provide reports explaining the financial statements, noting concerns, and offering recommendations.

• Reviews will commence three weeks after the end of each fiscal year, once General Ledger data is downloaded from the FBMS.

• Contractor shall develop and maintain a quality control program.

• Government will evaluate performance based on a Quality Assurance Surveillance Plan.

• Status reports are required every two weeks detailing work done and an estimate of completion percentage.

• Weekly reports are required on the preparation of financial statements.

• Full completion of financial statements and final report with valid explanations.

• Acceptable Quality Level (AQL) will be determined, with potential for re-performance or payment reduction for significant deficiencies.

• Period of Performance begins immediately after order issuance and ends forty-five days later.

• Work will be performed at the contractor's location and at SIPI's building 106 on campus, with government-provided temporary space, desk, telephone, and wireless laptop service for meetings and document review.

• Contractor staff must be Certified Public Accountants with at least three years of experience.

• Contractor shall provide a contract manager and an alternate, who must be available during business hours.

• Contractor personnel must identify themselves as contractors and ensure all documents are marked as contractor products.

• Travel is not necessary beyond travel to SIPI for face-to-face discussions.

• Reproduction costs for reports are allowed.

• Applicable regulations, publications, manuals, local policies, and Generally Accepted Accounting Principles must be followed.

Form / Attachment / Pricing Sheet

This document is the "Indian Affairs Indian Economic Enterprise Representation Form." It serves as a self-certification for offerors to confirm they meet the definition of an "Indian Economic Enterprise (IEE)" as defined in the Department of the Interior Acquisition Regulation (DIAR) Part 1480, "Acquisitions Under the Buy Indian Act."

• Solicitation/Sources Sought/RFI Number: Solicitation 140A2326Q007
• Project Title: Financial Review, SIPI
• Offeror Representation Section: Requires bidders to provide:
  • Name of Federally Recognized Tribal Entity
  • Name of the 51% (or greater) Owner of the IEE Firm
  • Legal Business Name
  • Certifying Signature
  • Unique Entity ID (UEI)
  • Printed Name

Bidders responding to Solicitation 140A2326Q007 must complete and submit this form to represent their eligibility as an Indian Economic Enterprise. The enterprise must meet the IEE requirements at the time of offer, contract award, and throughout the contract term. Contracting Officers may request additional documentation to verify eligibility.