General Services Administration
Federal Supply Service
Authorized Federal Supply Schedule Price List
On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the opinion to create an electronic delivery order are available through GSA Advantage!, a menu-driven database system. The Internet address for GSA Advantage is: gsaadvantage.gov.
Federal Supply Service
Authorized Federal Supply Schedule Price List
On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the opinion to create an electronic delivery order are available through GSA Advantage!, a menu-driven database system. The Internet address for GSA Advantage is: gsaadvantage.gov.
Schedule Title: Financial and Business Solutions
FSC Group: 520
Contract Number: GS-23F-0029T
For more information on ordering from Federal Supply Schedules click on FSS Schedules at fss.gsa.gov
Contract Period: February 22 nd , 2007 - February 21 st , 2012, with three (3) five year options.
Contractor's Name, Address, Phone Numbers and Website:
The Ontra Companies, Inc.
1301 S. Mopac Expressway, Suite 320
Austin , TX 78746
Telephone: 512-703-2000
Fax: 512-481-0687
www.Ontra.com
Contract Administrator:
Ms Cathy Vann
1301 S. MOPAC Expressway, Suite 320
Austin , TX
Telephone: 512-703-2102
Fax: 512-481-0687
Email: cvann@ontra.com
Business Size: SMALL, VETERAN OWNED
1a. Awarded SINs:
520-1 Program Financial Advisor Services: Assist agencies on cross-cutting issues, asset marketability, program development, trust or other monetary fund management/benefit administration, equity monitoring, originations, and addresses any other considerations regarding the acquisition, management and/or resolution of an asset.
520-2 Transaction Specialist: Assist agencies in all asset resolution related areas including valuation/pricing, portfolio stratification, restructuring and disposition strategies which best meet agency goals. Make specific recommendations as to the best execution. Conduct a sale or other disposition vehicle. Provide marketing expertise, budget and credit reform analyses.
520-3 Due Diligence & Support Services: Assist agencies in the confirmation and validation of specific elements of an agency's portfolio of assets. Collect and organize data from an agency's files or a third party source, create asset inventory database, provide support for asset sales (e.g., asset valuations, investor war room and asset packaging, and closings), develop quality/information controls.
520-5 Loan Servicing & Asset Management: Assist agencies in servicing, monitoring and maintaining loan assets which may include establishing loan database, remittance processing, verify and update borrower data, issue forms and correspondence, process loan cancellations and consolidations, billing services, credit bureau reporting, and transfer and discharge loans. Provide servicing of troubled loans which may include borrower negotiations, restructuring, foreclosure and supervision of the sale of the collateral and workout agreements.
1b. Awarded Pricing: See Attachment 1 for pricing of awarded Labor Categories and Fee Basis Pricing.
1c. See Attachment 1
2 . Maximum order: $1,000,000
3. Minimum order: $300
4. Geographic coverage (delivery area): Domestic and Worldwide
5. Point(s) of production (city, county, and state, or foreign country): Austin, Travis , Texas
6. Discount from list prices or statement of net prices: Prices listed are net prices and discounts are inclusive.
7. Quantity discounts: Not Applicable.
8. Prompt Payment terms: Payment Terms are Net 30 days.
9a. Notification whether Government purchase cards are accepted at or below the micro-purchase threshold . Yes
9b. Notification whether Government purchase cards are accepted or not accepted above the micro-purchase threshold. No
10. Foreign items: Not Applicable
11c. Overnight and 2-day delivery: Documents are typically sent 2-day delivery unless overnight delivery is requested. Schedule Customer may contact the Contractor for rates for 2-day and overnight delivery.
11d. Urgent Requirements: See contract clause I-FSS-140-B.
C.34 I-FSS-140-B URGENT REQUIREMENTS (JAN 1994)
When the Federal Supply Schedule contract delivery period does not meet the bona fide urgent delivery requirements of an ordering agency, agencies are encouraged, if time permits, to contact the Contractor for the purpose of obtaining accelerated delivery. The Contractor shall reply to the inquiry within 3 workdays after receipt. (Telephonic replies shall be confirmed by the Contractor in writing.) If the Contractor offers an accelerated delivery time acceptable to the ordering agency, any order(s) placed pursuant to the agreed upon accelerated delivery time frame shall be delivered within this shorter delivery time and in accordance with all other terms and conditions of the contract.
Agencies may contact the Contract Administration to discuss faster delivery
12. F.O.B point(s): Destination
13a. Ordering address (es):
1301 S. Mopac Expressway, Suite 320
Austin , TX 78746
13b. Ordering Procedures: for supplies and services, the ordering procedures, information on blanket purchase agreements (BPA's), and a sample BPA can be found at the GSA/FSS schedule homepage (fss.gsa.gov/schedules).
14. Payment address (es):
1301 S. Mopac Expressway, Suite 320
Austin , TX 78746
15. Warranty provision: Not applicable
16. Export packing charges: Not applicable
17. Terms and conditions of Government purchase card acceptance (any thresholds above the micro purchase level): Not applicable.
18. Terms and conditions of rental, maintenance, and repair: Not applicable
19. Terms and conditions of installation: Not applicable
20. Terms and conditions of repair parts: Not applicable
20a. Terms and conditions for any other services: Not applicable
21. List of services and distribution points: Not applicable
22. List of participating dealers: Not applicable
23. Preventative maintenance- Not applicable
24a. Special attributes such as environmental attributes: Not applicable
24b. If applicable, indicate that Section 508 compliance information is available on Electronic and Information Technology (EIT) supplies and services and show where full details and be found: Not Applicable
25. Data Universal Number System (DUNS) number: 11-890-3095
26. Notification regarding registration in Central Contract Registration (CCR) database: Registered - January 20 th , 2004
Attachment 1
|
Labor Category
|
Year One
|
Year Two
|
Year Three
|
Year Four
|
Year Five
|
|
Senior Staff*
Professional Staff* Admin Staff* |
2/21/08
229.50 198.00 94.50 |
2/21/09
236.39 203.94 97.34 |
2/21/10
243.48 210.06 100.26 |
2/21/11
250.78 216.36 103.26 |
2/21/12
258.30 222.85 106.36 |
Hourly Rates: SINs 520-1, 520-2, 520-3
* Prices for these services include IFF Charges.
The Ontra Companies, Inc. also has a fee schedule for SINs 520-1, 520-2 and 520-5 as follows:
Disposition Fee: 6% of Gross Sales Proceeds
Servicing Fee: Assets over $1,000,000 UPB - .5%/Annum Based on UPB of Asset
Servicing Fee: Assets under $1,000,000 UPB- 1%/Annum Based on UPB of Asset
Senior Staff : Senior Staff shall have 15 years of real estate analysis and/or real estate management experience in addition to 5 years of mortgage related experience and 5 years of staff and/or organization management experience. Senior Staff shall have a minimum college education.
Professional Staff: Professional Staff shall have 2-3 years mortgage underwriting or real estate due diligence/investment experience along with a college degree or over 3 years directly related experience in mortgage underwriting or debt work outs. Word and Excel proficiency is required
Administrative Staff: Administrative Staff shall have a minimum of 1 year secretarial/office administration experience and a High School Degree or equivalent. Administrative staff shall be proficient in Basic Word and Excel.
The Ontra Companies, Inc. also has a fee schedule for SINs 520-1, 520-2 and 520-5 as follows:
Disposition Fee: 6% of Gross Sales Proceeds
Servicing Fee: Assets over $1,000,000 UPB - .5%/Annum Based on UPB of Asset
Servicing Fee: Assets under $1,000,000 UPB- 1%/Annum Based on UPB of Asset
Senior Staff : Senior Staff shall have 15 years of real estate analysis and/or real estate management experience in addition to 5 years of mortgage related experience and 5 years of staff and/or organization management experience. Senior Staff shall have a minimum college education.
Professional Staff: Professional Staff shall have 2-3 years mortgage underwriting or real estate due diligence/investment experience along with a college degree or over 3 years directly related experience in mortgage underwriting or debt work outs. Word and Excel proficiency is required
Administrative Staff: Administrative Staff shall have a minimum of 1 year secretarial/office administration experience and a High School Degree or equivalent. Administrative staff shall be proficient in Basic Word and Excel.
Awarded Contract Price List
