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Financial Review

Department of the Interior, Bureau of Indian Affairs | Published May 30, 2015  -  Deadline June 22, 2015
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Financial Review for Southwestern Indian Polytechnic Institute.

Financial Database

U.S. Government Accountability Office, Acquisition Sourcing Management | Published September 4, 2014  -  Deadline September 19, 2014
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COMBINED SYNOPSIS/SOLICITATION This is a combined synopsis/solicitation for commercial items prepared consistent with Federal Acquisition Regulations (FAR), Part 12, Acquisition of Commercial Items and FAR Part 13, Simplified Acquisition Procedures (see FAR Subpart 13.5), as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued. Background The Government Accountability Office (GAO) requires a comprehensive data source that maintains and updates domestic and global financial metrics to support GAO's congressionally mandated and requested studies. The database will provide information that will assist GAO in completing analyses requested by Congress in the areas of financial markets and interest rates, automotive and air industry financing, and ongoing efforts to monitor and report on global financial and macroeconomic developments, including in the Eurozone, emerging markets, and global monetary policy. In addition, GAO also anticipates a need to monitor and report on developments in U.S. treasury markets, especially as they are related to debt ceiling events and new "floating rate notes." Objectives GAO intends to purchase a database accessible via an Internet URL, a desk-top application, or an application added-on to Microsoft Excel, or a combination of the three methods. GAO intends to purchase 5 licensed concurrent user accounts. The database will provide information to assist GAO in completing the analyses requested by Congress in the areas of financial markets and interest rates, automotive and air industry financing, and ongoing efforts to monitor and report on global financial and macroeconomic developments, including in the Eurozone, emerging markets, and global monetary policy. More generally these data would support research in the following areas: financial markets and institutions; housing; income security; international economics; efforts to update the Comptroller General and GAO Executive Committee on global financial and fiscal developments; and select work conducted by other GAO teams requiring access to financial time series data. See Attachment.

Financial Database Support Services

Defense Logistics Agency, DLA Acquisition Locations | Published April 10, 2015  -  Deadline April 15, 2015
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Requirement for Financial Database Support Services for the DLA Financial Management Office located in New Cumberland, PA.

Financial Data

Department of Justice, Federal Bureau of Investigation | Published October 7, 2014  -  Deadline October 20, 2014
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The FBI’s Foreign Investment Unit is seeking to purchase licenses for a business intelligence platform containing the required financial data.

Innovative Financial Empowerment Solutions

Department of the Treasury, Internal Revenue Service (IRS) | Published October 1, 2014
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CONTRACT AWARDS Contract awards against BAA #2014-001 - Innovative Financial Empowerment Solutions are made as follows: TOS-14-F-0018 Plastyc Inc. d/b/a Banking Up "Evaluating Safe Prepaid-to-Credit Pathway" $575,500 TOS-14-F-0019 New Jersey Department of Children and Families "Quickcents for YOUth" $349,901 TOS-14-F-0020 The Brookings Institution "Exploring the Potential for Information to Transform the Market for Higher Education" $760,193 TOS-14-F-0021 City and County of San Francisco "From Crisis to Stability - Can Automated Payments and Financial Counseling Prevent Eviction from Public Housing?" $442,997 TOS-14-F-0022 University of Wisconsin-Madison, Center for Financial Stability "BorrowSmart: A Field Study of an Online Financial Capability Tool on the Schooling and Financing Decisions of Private-Sector College Students" $165,326 TOS-14-F-0023 College Possible "The Effects of Financial Literacy Coaching on Higher Education Decision-Making" $590,515 TOS-14-F-0024 Zindagi LLC d/b/a MindBlown Labs "The TEx2 Experience: A New Approach to School-Based Financial Capability Training for High School Students" $ 609,730 TOS-14-F-0025 The Washington University "Refund to Savings: Applications for My Retirement Account (myRA)" $1,074,488 TOS-14-F-0026 The Midas Collaborative Inc. "Student Financial Success Initiative" $600,000 TOS-14-F-0027 Doorways to Dreams (D2D Fund Inc.) "Gamifying Higher Education Financial Decision Making" $697,054 TOS-14-F-0028 University of Wisconsin-Madison, Center for Financial Stability "My Classroom Economy: Developing Life-Long Financial Capability through Experiential Learning for Elementary Students" $438,839

SNL Financial Unlimited Package

Department of the Treasury, Comptroller of the Currency (OCC) | Published May 4, 2016
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This is a sole source award to SNL Financial LC for the SNL Financial Unlimited Package.A copy of the redacted justification for other than full and open competition is attached.

Financial Management Accounting Consultant

Millennium Challenge Corporation, MCC | Published August 14, 2015  -  Deadline August 26, 2015
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MCC, Department of Accounting and Finance, seeks to contract with a consultant, on a full time basis, to support MCC in financial management functions in the federal financial accounting area. See attached Statement of Work for additional details.

R--FINANCIAL SUPPORT SERVICES

National Aeronautics and Space Administration, Ames Research Center | Published October 8, 2014
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The company will support the Office of the Chief Financial Officer at Ames by providing administrative, resource and financial management; program analysis and business integration; business systems support services. Source Selection Statement posted to original announcement.

R--PSC Financial Analyst

Agency for International Development, Overseas Missions | Published March 17, 2016  -  Deadline April 18, 2016
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Financial Analyst GS 14-10

FINANCIAL SPECIALISTS

Department of the Treasury, Internal Revenue Service (IRS) | Published January 20, 2015  -  Deadline June 30, 2015
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The U.S. Department of the Treasury's Office of Technical Assistance (OTA) provides technical assistance in over 50 countries in five functional areas: economic crimes, government debt management and issuance, budget and financial accountability, banking and financial services and revenue policy and revenue administration. OTA is seeking a Financial Specialist for its Washington, D.C.-based headquarters. The person selected will be hired under a personal services contract and shall perform accounting functions and other financial related analyses to assist the Finance Manager in ensuring accuracy and timeliness of official accounting records, reports, and cost information for OTA projects and activities. DUTIES AND RESPONSIBILITIES: - Audit business vouchers. Resolve discrepancies. Coordinate the approval for vouchers being processed for payment. - Reconciliation of personal services contracts to Oracle. - Research and analyze contract and fund discrepancies as related to commitments and obligations. - Perform special research projects concerning financial and accounting aspects of program activities. - Reconcile NFC 401(k) participant contributions with TIAA-CREF accounts - Process all types of PRISM requisitions - Train accounting staff in PRISM processing procedures as well as PSC reconciliation procedures. QUALIFICATIONS: The ideal candidate will have a degree in accounting or related field; 3-5 years of accounting or financial-related experience. Knowledge of Federal government accounting, U.S. Department of Treasury accounting systems, and/or experience with the National Finance Center is desired. Proficiency with processing spreadsheets and MS Office Products (to include EXCEL and WORD) is required. Familiarity with MS ACCESS is preferred. An active Secret level security clearance is highly desirable. US citizenship is required. SALARY: In accordance with program regulations and based on demonstrated salary history, salaries range from $25.24 to $47.58 per hour. Candidates will need to be eligible to obtain and maintain an appropriate level of security clearance, potentially up to the level of Secret. HOW TO APPLY: Applicants should submit a cover letter, and resume by e-mail to: recruitment@ota.treas.gov or by mail to: U.S. Department of the Treasury, Office of Technical Assistance, ATTN: Recruitment Coordinator, 740 15th Street, N. W. - 4th Floor, Washington, D.C. 20005. Please reference Solicitation # A15032 - on your cover letter and resume. When e-mailing, the subject line must contain the following: Solicitation A15032 - Financial Specialist - Applicant's Last Name, First Name. Please be advised that all contractors, if hired, must obtain a Data Universal Number (D-U-N-S). Only applicants to be interviewed will be contacted. No phone calls please and no hand carries. This announcement is open and continuous until June 30, 2015, although selections may be made in advance of that date. U.S. Government is an Equal Opportunity Employer

Financial Specialists

Department of the Treasury, Internal Revenue Service (IRS) | Published March 9, 2017  -  Deadline May 15, 2017
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FINANCIAL SPECIALISTS The incumbents shall serve as Financial Specialists, under personal services contracts, in the Department of Treasury's Office of Technical Assistance (OTA). Financial Specialists shall perform accounting functions and other financial related analyses to assist the Finance Manager in ensuring accuracy and timeliness of official accounting records and reports for projects and activities in the office. Experience with the NFC (National Finance Center) and knowledge of Federal government accounting is desired. OTA provides technical assistance in 50 countries in five functional areas; economic crimes, government debt management and issuance, budget and financial accountability, banking and financial services and revenue policy and revenue administration. B.A. in accounting or related field is desired. Knowledge of Treasury accounting systems, 10 years of accounting or financial-related experience is preferred. Computer experience, spreadsheet, word processing, EXCEL and ACCESS are mandatory. U.S. citizenship is required. SALARY: In accordance with program regulations and based on demonstrated salary history, salaries range from $26.34 to $49.66 per hour. Candidates will need to be eligible to obtain and maintain an appropriate level of security clearance, up to the level of Secret. HOW TO APPLY: Applicants should submit a cover letter and resume by e-mail to: recruitment@ota.treas.gov or by mail to: Office of Technical AssistanceATTN: Recruitment Coordinator1750 Pennsylvania Avenue, NW, 8th FloorWashington, DC 20006 If applying by email, submit documents to recruitment@ota.treas.gov ONLY. For consideration, emailed applications must not be sent, or contain a Cc, to any other OTA, IRS, or other government personnel or email address. Please reference Solicitation A17076 on your cover letter and resume. When e-mailing, the subject line must contain the following: Solicitation A17076 - Financial Specialist - Applicant's Last Name, First Name. Emails received not containing this subject line will be deemed non-responsive and will not be forwarded to the program office/selection official(s) for consideration. Please be advised that all contractors, if hired, must obtain a Data Universal Number (D-U-N-S). Only applicants to be interviewed will be contacted. No phone calls please and no hand carries. This announcement is open and continuous until May 15, 2017 although selections may be made in advance of that date. The U.S. Government is an Equal Opportunity Employer  

Financial Specialists

Department of the Treasury, Internal Revenue Service (IRS) | Published September 1, 2016  -  Deadline December 31, 2016
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FINANCIAL SPECIALISTS The incumbents shall serve as Financial Specialists, under personal services contracts, in the Department of the Treasury's Office of Technical Assistance (OTA). Financial Specialists shall perform accounting functions and other financial related analyses to assist the Finance Manager in ensuring accuracy and timeliness of official accounting records and reports for projects and activities in the office. Experience with the NFC (National Finance Center) and knowledge of Federal government accounting is desired. OTA provides technical assistance in 50 countries in five functional areas; economic crimes, government debt management and issuance, budget and financial accountability, banking and financial services, and revenue policy and revenue administration. B.A. in accounting or related field is desired. Knowledge of Treasury accounting systems, 10 years of accounting or financial-related experience is preferred. Computer experience, spreadsheet, word processing, EXCEL and ACCESS are mandatory. U.S. citizenship is required. SALARY: In accordance with program regulations and based on demonstrated salary history, salaries range from $25.60 to $48.27 per hour. Candidates will need to be eligible to obtain and maintain an appropriate level of security clearance, up to the level of Secret. HOW TO APPLY: Applicants must submit a cover letter and resume by e-mail to: recruitment@ota.treas.gov or by mail to: Office of Technical AssistanceATTN: Recruitment Coordinator1750 Pennsylvania Avenue, NW, 8th FloorWashington, DC 20006 If applying by email, submit documents to recruitment@ota.treas.gov ONLY. For consideration, emailed applications must not be sent, or contain a Cc, to any OTA, IRS, or other government personnel or email address. Please reference Solicitation A16150 on your cover letter and resume. When e-mailing, the subject line must contain the following: Solicitation A16150 - Financial Specialist - Applicant's Last Name, First Name. Emails received not containing this subject line will be deemed non-responsive and will not be forwarded to the program office/selection official(s) for consideration. Please be advised that all contractors, if hired, must obtain a Data Universal Number (D-U-N-S). Only applicants to be interviewed will be contacted. No phone calls please and no hand carries. This announcement is open and continuous until December 31, 2016 although selections may be made in advance of that date. The U.S. Government is an Equal Opportunity Employer  

FINANCIAL STABILITY ADVISORS

Department of the Treasury, Internal Revenue Service (IRS) | Published May 1, 2015  -  Deadline December 31, 2015
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FINANCIAL STABILITY ADVISORS The U.S. Department of the Treasury Office of Technical Assistance is recruiting individuals on a competitive basis to serve as resident and/or intermittent (short-term) advisors, under personal services contracts, for its Banking and Financial Services Program. This recruitment is for global assignments and significant international travel is required. The Banking and Financial Services Program is charged with promoting financial sector development that efficiently intermediates between savers and investors. To achieve this, the program works with central banks, ministries of finance, banking regulatory and supervision agencies, deposit insurance agencies, banking associations, and related entities in countries with emerging or transitioning economies. It also provides technical assistance to countries that have developed economies but are experiencing difficulties in their banking sectors. QUALIFICATIONS: The U.S. Department of the Treasury is seeking candidates who possess expertise in financial sector stability. They should also have an advanced degree in either economics or finance and banking, a broad understanding of the interaction between economic policy and financial sector development, past experience in working on financial stability issues, either for an international organization or as a consultant or advisor to central banks, a proven ability to map out the key financial system vulnerabilities in the context of central bank financial stability units or boards, a good understanding of the content and role of financial stability reports, and past experience in working with counterparts in client countries, both at the policy and at the operation levels. A working knowledge of French and Spanish will be a plus in relevant countries. Candidates must be U.S. citizens or U.S. resident aliens. SALARY AND BENEFITS: Salaries will be negotiated in accordance with program regulations based on demonstrated salary history. The salary ranges are from $60.49 to $80.79 per hour. Overseas benefits are provided as allowed by federal regulations. Successful applicants must be able to obtain medical and security clearances. HOW TO APPLY: Applicants should submit a cover letter and resume by e-mail to: recruitment@ota.treas.gov or by mail to: Office of Technical Assistance ATTN: Recruitment Office 740 15th Street, N. W. - 4th Floor Washington, D.C. 20005 Please reference Solicitation A15061 on your cover letter and resume. When e-mailing, the subject line must contain the following: Solicitation A15061 - Financial Stability Advisor - Applicant's Last Name, First Name. Please be advised that all contractors, if hired, must obtain a Data Universal Number (D-U-N-S). Only applicants to be interviewed will be contacted. No phone calls please and no hand carries. If you wish to be considered for this announcement and all future announcements for the Banking and Financial Services Program, you must state so in the cover letter to your application. This announcement is open and continuous until December 31, 2015 although selections may be made in advance of that date. The U.S. Government is an Equal Opportunity Employer

Afghanistan Financial Sector Development (AFSD)

Agency for International Development, Overseas Missions | Published August 18, 2016  -  Deadline September 29, 2016
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This Request for Proposal (RFP) issued by the United States Agency for International Development Mission to Afghanistan (USAID/Afghanistan) is for the implementation of Afghanistan Financial Sector Development (AFSD) to be implemented in Afghanistan over the five years period including three years basic and two years one option period. The intended contract type is Cost Plus Fixed Fee (CPFF) completion contract. The purpose of AFSD is to increase financial inclusion and expand access to finance for micro, small, and medium sized enterprises (MSME) in Afghanistan. AFSD will support the development of a favorable enabling environment, conducive to economic growth, and promote innovative solutions that expand MSMEs' access to finance and the use of related financial sector services. Specifically, AFSD will have the following five objectives to be achieved: Objective 1: Financial sector regulatory authorities' capacity to regulate the financial system and enforce regulatory compliance improved. Objective 2: Financial sector's legal and regulatory framework and its implementation and enforcement improved. Objective 3: Financial and associated institutions capacity to provide financial services to rural and urban MSMEs expanded. Objective 4: Rural and urban MSMEs' capability to access affordable financial services expanded.Objective 5: Electronic Financial Services to both rural and urban clients expanded. For this intended contract, USAID will use Performance Based Acquisition as described under FAR part 37.6 where the offeror proposes Performance Work Statement (PWS) based on USAID's Statement of Objectives (SOO).

Strategic Planning and Financial Management Support & Financial System Support and Integration Bridge

Other Defense Agencies, Missile Defense Agency | Published March 6, 2017
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The Missile Defense Agency announces the award of Strategic Planning and Financial Management Support and Financial System Support and Integration advisory and assistance services contract to ECS Federal, LLC., Fairfax, VA (HQ014717C0027).  The cost-plus-fixed-fee bridge contract has an awarded value of $8.754M (including options).  The period of performance is through July 2017 (five months).  This contract provides the Missile Defense Agency (MDA) with strategic budget planning and programming, financial analysis, liaison support to internal and external customers, business financial management support, and interface for integral budget functions, including cost estimating and earned value management. This contract will also support the Missile Defense Agency (MDA) Agency Operations Directorate in implementing, integrating, maintaining, and continually improving MDA financial systems and processes. This procurement is managed by the Missile Defense Agency Consolidated Support Program Office. 

Financial Suport Surge

Other Defense Agencies, Washington Headquarters Services | Published September 15, 2016
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This modification provides additional support in accordance with the original solicitate for financial support to assist with added Department requirements and transition activities.

Standard Financial Curriculum

Department of the Navy, United States Marine Corps | Published June 23, 2016  -  Deadline July 26, 2016
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The Marine and Family Programs Division (MF), Headquarters, United States Marine Corps, Quantico, Virginia is seeking vendors for the development of a Personal Financial Management Class.  The Requirement is for customized training and learning solutions to enhance the financial education opportunities for our Marines and their family members.

FINANCIAL CONSULTING SERVICE

Department of Health and Human Services, Indian Health Service | Published January 27, 2016  -  Deadline February 12, 2016
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The purpose of this solicitation is to establish a contract with a contractor to provide: 1) a financial situation analysis and 2) in-depth education on financial issues and facilities management to the Nashville Area Indian Health Services' two urban programs: American Indian Community House (AICH), New York City, and Native American Lifelines, Inc. (NAL), Baltimore, MD, to help these programs improve their capacity to serve their communities.

FINANCIAL CONSULTING SERVICES

Department of Health and Human Services, Indian Health Service | Published October 20, 2015  -  Deadline October 29, 2015
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This solicitation is to establish a contract with a contractor to provide: 1) a financial situation analysis and 2) in-depth education on financial issues and facilities management to the Nashville Area Indian Health Services' two urban programs: American Indian Community House (AICH), New York City, and Native American Lifelines, Inc. (NAL), Baltimore, MD, to help these programs improve their capacity to serve their communities.

Access to Financial Institutions

Social Security Administration, Office of Budget, Finance, Quality and Management | Published June 12, 2014
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The Government intends to establish a contract for Access to Financial Institution (AFI) Services. The contract duration will be for a base year plus 4 option years and will include an Option to Extend Services clause allowing for up to 6 additional months if exercised. The Social Security Administration (SSA) administers the Supplemental Security Income (SSI) program, which was created by Congress to provide income assistance for the aged, blind, or disabled whose income and resources are below specified levels. Countable resources, including those from financial accounts, must be under $2,000 for an individual and $3,000 for a couple. Currently, there are over 7.5 million SSI beneficiaries on the rolls, and approximately 2 million individuals apply for SSI each year. In addition, each year SSA conducts approximately 2.5 million periodic redeterminations of SSI eligibility. During both initial SSI claims determinations and SSI redeterminations, SSA must obtain verification of financial institution (FI) account balances to determine that resources remain under the specified level(s), and recipients continue to meet eligibility factors. The Foster Care Independence Act of 1999, section 213, allows the SSA Commissioner to require SSI applicants and beneficiaries to provide authorization for SSA to obtain any and all financial records from any and all financial institutions. These authorizations would remain in effect, unless revoked in writing. The Commissioner need not furnish to the financial institution copies of the authorizations or written certification of compliance with the provisions of the Right to Financial Privacy Act. Refusal to provide, or revocation of, an authorization may result in ineligibility for SSI. SSA implements its authority by issuing form SSA-4641-U2, "Authorization for the Social Security Administration to Obtain Account Records from a Financial Institution and Request for Records." SSA previously awarded a contract to design, develop, implement and maintain a proof-of-concept (POC) system that could test an automated process for the delivery of, and response to, Form SSA-4641-U2. Following the initial POC purchase order, a series of awards followed to enhance the account verification services. The current contract implemented a national system for SSA that provided access to financial institution data on the assets of SSI applicants and beneficiaries for purposes of determination of SSI eligibility. The purpose of the present requirement is for a contractor to continue maintaining and updating the AFI system. The services procured via the resultant contract will maintain an information exchange between SSA and FIs, which enables SSA to obtain the necessary information needed to verify accounts, account balances, and interest income for SSI applicants, recipients, and/or deemors.
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