As requested by Chippewa County WI FSA Office for work in Chippewa, Dunn, Eau Claire, and Pepin counties WI. 95 balance sheets, and 45 income and expense reports may be required although not all borrowers will require both actions. Contact
[email protected] for questions with the Statement of Work that follows. Other contracting Opportunities for these services exist! See WI FSA Solicitation numbers WIFSA-05-001 thru WIFSA-05-015 for all areas in Wisconsin. STATEMENT OF WORK/SPECIFICATIONS (AGAR 452.211-72) (FEB 1988) The Contractor shall furnish the necessary personnel, material, equipment, services and facilities (except as otherwise specified), to perform the Statement of Work/Specifications referenced in Section C and J. ATTACHMENTS TO STATEMENT OF WORK/SPECIFICATIONS (AGAR 452.211-73) (FEB 1988) The attachments to the Statement of Work/Specifications listed in Section J are hereby made part of this solicitation and any resultant contract. C.1 Background. Farm Service Agency (FSA) requires the services of qualified persons or firms to provide FSA Farm Loan Programs the following services beginning January 3, 2005: • January 1, 2005 balance sheet information from specified FSA borrowers (Farm Business Plan Worksheet, Form FSA-2037). • 2004 actual income and expense data on specific farm borrowers NOTE: At no time will FSA facilities, telephones or equipment be used by the contractor in the performance of this contract. C.2 General. For questions on the statement of work, please email
[email protected]. Upon receipt of a delivery order from the Ordering Official under this contract, the contractor shall arrange farm appointments with the FSA borrowers, and follow the specifications listed below for each assignment listed in the delivery order. C.3 Statement of work. 1. Task 001 “Farm Business Plan Worksheet (Balance Sheet),” Form FSA-2037 (See Exhibit A): a) The contractor will meet with the FSA farm borrower and complete Form FSA-2037, “Farm Business Plan Worksheet (Balance Sheet)” (Exhibit A). This form will be completed showing information as of January 1, 2005 and will be completed in detail (pages 1 - 4) based upon a meeting with the borrower. b) The borrower and co-applicant’s signature will be obtained and the form dated. c) The contractor will provide a short summary of the meeting with the farm borrower detailing the date they met with that borrower and who the contractor’s representative was who obtained the information. This information may be entered in item 9E, page 3 of the Exhibit A. 2. Task 002 (Farm Business Plan Worksheet) Actual 2004 Income and Expense (See Exhibit B): a) The contractor will meet with the FSA farm borrower and complete Exhibit B by reviewing the monthly financial record entries used to generate the annual summary of the family's financial record-keeping system. That review will be made to assess whether the information is up to date and accurate. b) The contractor will obtain the borrower and co-applicant’s signatures in Part E of Exhibit B. c) The contractor will attach a summary of the meeting with the borrower(s) which will include as a minimum the date of the meeting(s), the name of the contractor’s representative who met with the borrowers, the persons the contractor met with and any facts on production, payments made, decrease or increase in debts, borrower needs and observations made by the contractor that should be considered in any future loan making assessments.