Housing Sales Data Subscription
NOTICE OF INTENT TO SOLE SOURCE
THIS IS A NOTICE OF INTENT TO SOLE SOURCE AND NOT A REQUEST FOR QUOTATION OR PROPOSAL.
The U.S. Department of Housing and Urban Development (HUD), Office of the Chief Procurement Officer (OCPO), located in Fort Worth, Texas, intends to negotiate on a sole source basis and award a contract to Hanley Wood Market Intelligence, 555 Anton Blvd Ste 950, Costa Mesa, California 92626, for Housing Sales Data Subscription.
This acquisition is being conducted using the procedures under Federal Acquisition Regulations
FAR 13.501(a)(2) - Only one source is capable of responding due to the unique or specialized.
nature of the work.
The Department of Housing and Urban Development (HUD), Office of Economic Affairs and other Offices within Policy Development and Research (PD&R) have a continuing need for data relating to home sales and sales market activity. HUD’s field office economists are routinely responsible for providing evaluations of local housing market conditions to other Offices within HUD. In order, to analyze a market in a timely and effective manner, the field economists need access to a variety of data sources, including data relating to sales markets. In addition, these data would be used in the Comprehensive Housing Market Reports, Housing Market Profiles (HMP’s) and Regional Narratives published by the Economic and Market Analysis Division (EMAD).
According to preliminary market research, Hanley Wood Market Intelligence is the sole provider that satisfies the requirement and meets the minimum data requirements listed below.
Minimum Requirements:
The contractor shall provide data, which is current, complete, and accurate for the following data.
Home sales counts and average prices shall be provided for new, regular resale, Real Estate Owned (REO) and existing homes
Mortgage statistics shall be made available as follows:
a. Average mortgage rate
b. Mortgage rate type (ARM, fixed)
c. Percentage of mortgaged financed (mortgage less down payment)
Home sales data shall be made available for, or by:
Sales types
New construction
Regular Resale
REO home sales
Existing homes
Geographic Area of Coverage – Data shall be provided for the following geographies:
National
State
Metropolitan statistical area
County
Zip code
Transaction level (where available)
User-defined polygon via interactive online GIS mapping services
Coverage should be based on deed transactions from all reporting agencies
New subdivisions data shall be provided for by # of units and price including subdivision statistics as follows:
a. Property statistics where available
1. Number of bedrooms
2. Living square footage
3. Lot square footage
4. Number of bathrooms
b. Total lots where available
c. Available lots where available
d. Price range statistics
Product shall be provided by type:
i. Structure types
Single-family detached
Single-family attached (townhomes)
Condominiums
Other
1. Duplexes
2. CoOps
3. Mobile homes
ii. Owner types
Non-owner occupied buyers
Owner occupied buyers
Cash buyers
Mortgage buyers
iii. Transaction-level data
a. Buyer name
b. Seller name
c. Property address, city, state
d. Sale type
e. Sale date
f. Sale price
g. Lender where applicable
Data responsive to items #1-4 above should be updated at least on a monthly basis with the most current data available. Data responsive to item #5 above should be updated at least quarterly with the most current data available. Data should be available for a historical period ranging from a minimum date of January 2005 to the current data for the following time periods:
a. Annual
b. Monthly
c. Transaction date (where available)
d. User-defined periods (where available)
Data must be web based and available on-demand. The information provided electronically shall be screen-readable, in compliance with Section 508 of the Rehabilitation Act Amendments of 1998 (29 U.S.C. Section 794(d)) as enacted in the Workforce Investment Act of 1998.
Data should be accessible online during working hours for all employees that are expected to use the data (M-F 6:00am -10:30pm EDT) excluding federal holidays. The contractor should offer initial training to authorized government staff on the use and access to its data and tools. Contractor should provide web based or telephonic customer support during normal business hours from 8:00 - 5:00 EDT Monday through Friday excluding federal holidays. If any upgrades or changes to the operation of the data tools occurs during the contract period, the contractor should provide additional training to staff regarding such changes.
2. Must provide logos and related images for attribution purposes. Images should be available in web-ready .jpg, .gif, and .png formats. HUD may require images of a different file size, type, or resolution.
3. Must provide point of contact with 24-hour response time to assist HUD with respect to data results, downloadable data files, or other questions.
The contract will consist of a Base plus Four Option Years.
THIS IS NOT A SOLICITATION. No solicitation package will be issued. This notice of intent to sole source is not a request for competitive quotations; however, the Government will consider responses received no later than July 7, 2021, 4:00 PM CST. Responses shall be submitted to ross.h.futch@hud.gov and cathy.j.baker@hud.gov. Responses shall include, at a minimum, the following information:
1. The name of your company;
2. Company DUNS No.;
3. POC name and contact information;
4. The specific product(s) that your company offers that fulfills the same function as the items to be included on this order or evidence that your company is capable of providing a database for the specific items mentioned above; and
5. A description of that product(s) and its overall capabilities.
6. The subject line of the email shall state “Housing Sales Data Subscription” or it will be deleted as junk mail.
It is your responsibility to demonstrate how your product(s) can provide the same functionality for the Housing Sales Data Subscription mentioned above. The Government will not seek additional information from your company if you fail to provide sufficient evidence of having a product capable of meeting the Government's needs.
A determination by the Government not to compete the proposed acquisition based upon responses to this notice is solely within the discretion of the Government's Contracting Officer. Information received will normally be considered solely for the purpose of determining whether to conduct a competitive procurement.
APP-R-2021-021 Department of Housing and Urban Development
6/23/21, 9:56 AM Subscriptions
NOTICE OF INTENT TO AWARD SOLE SOURCE
SUBSCRIPTIONS
The requirement is for a contractor to order, manage and provide access to HUD for online and hard copy subscriptions as identified in the list contained herein. The U.S. Department of Housing and Urban Development (HUD) intends to acquire sole-source individual subscriptions utilizing a subscription agent. The below is the list of sole source subscriptions.
The purpose of this posting is to provide notice of the intent to list the sole source subscriptions in the contract for the Subscription services which will be posted as a competitive acquisition.
The NAICS Code for the subscriptions is: 511120 - Periodical Publishers.
According to preliminary market research conducted, the listed subscriptions below are the sole providers of subscriptions that contain the most complete data and tools for analyzing the multi-family housing market nationwide. These data and research products will be used by HUD’s field economists in the Economic and Market Analysis Division (EMAD) in their ongoing studies of local housing market conditions by providing much needed market data, particularly relating to residential housing construction information.
These are unique online tools that allow the user access to various housing related data, pipeline analytics and pipeline residential data by geographic area throughout the country. The multi-family data included is at a level of coverage that provides many variables in many market areas for analysts to access and study. These subscriptions will allow HUD’s field economists to access the data they need for specific geographic areas across the country when they need it. In addition to providing housing related pipeline data, the subscription also provides data analytics, pipeline residential data, and data by Metropolitan Statistical Areas.
THIS IS NOT A SOLICITATION. This notice of intent to contract for sole source individual subscriptions is not a request for competitive quotations; however, the Government will consider responses to HUD’s list of sole source Subscription providers listed below. Your response must be received no later than July 16, 2021, 2:00 PM CST. Responses shall be submitted to ross.h.futch@hud.gov and cathy.j.baker@hud.gov. Responses shall include, at a minimum, the following information:
1. The name of your company;
2. POC name and contact information;
3. The specific product(s) that your company offers that fulfills the same function as the items to be included on this order or evidence that your company is capable of providing a renewal for the specific items mentioned above; and
4. A description of that product(s) and its overall capabilities.
5. The subject line of the email shall state “APP-R-2021-016: FY21 EMAD Subscriptions or it will be deleted as junk mail.
It is your responsibility to demonstrate how your product(s) is capable of providing the same functionality that exists with the subscriptions mentioned above. The Government will not seek additional information from your company if you fail to provide sufficient evidence of having a product capable of meeting the Government's needs.
SUBSCRIPTION LIST
Subscription: Publisher
ALN Systems (Online Edition) ALN Apartment Data, Inc.
Minimum Need: HUD needs: data on apartment occupancy (historical and current occupancy rates), average rent (historical and current rent amounts being paid by occupants), effective rent (historical and current rent amounts being paid by occupants), number of properties and number of units. Data can be sorted by year, age-restriction, income, and submarket. Also include two online training sessions, 30 to 60 minutes long each, to train EMAD staff in the database use and interface, to be scheduled within 60 days of the contract beginning.
Subscription: Publisher
Apartment Insights (Colorado Springs) Colorado Apartment
Includes two previous subscriptions (Level C) (Email) Insights
Minimum Need: Apartment data for select communities, including rent (historical and current rent amounts being paid by occupant) and occupancy (historical and current occupancy rates), and sorted according to market-rate, age-restricted, student and construction status, as described below. Apartment data for Colorado Springs area subscriptions)
Subscription: Publisher
Apartment Insights (Denver & Fort Collins) Colorado Apartment Insights
Includes two previous subscriptions (Level C) (Email)
Minimum Need: Apartment data for select communities, including rent (historical and current rent amounts being paid by occupant) and occupancy (historical and current occupancy rates), and sorted according to market-rate, age-restricted, student and construction status, as described below. Apartment data for Boulder, Denver, Ft. Collins, and Greeley metropolitan areas (it displays as Denver and Ft. Collins area subscriptions)
Subscription: Publisher
Apartment Insights Level B (Metro Phoenix) (Digital + Online) Real Data, Inc.
Minimum Need: Rent (historical and current rent amounts being paid by occupant), occupancy (historical and current occupancy rate), absorption, inventory, sales and construction by affordable, market-rate and student-targeted populations. RealData apartment data for Phoenix, AZ.
Subscription: Publisher
Apartment Insights Level B (Metro Tucson) (Digital + Online) Real Data, Inc.
Minimum Need: Rent (historical and current rent amounts being paid by occupant), occupancy (historical and current occupancy rates), absorption, inventory, sales and construction by affordable, market-rate and student-targeted populations. RealData apartment data for Tucson, AZ.
Subscription: Publisher
Apartment Insights Level B (Metro Seattle) (Online Edition) Real Data, Inc.
Minimum Need: For King and Snohomish counties -Detailed property characteristics including rent, occupancy, year built, concessions, unit mix by number of bedroom, project amenities, submarket identification. Apartment Insight database includes market-rate, subsidized and student housing. Subscription includes submarket and county level data on rent, occupancy, multifamily projects under construction, in final planning, preliminary planning and design review.
Subscription: Publisher
Apartment Insights Level B (Metro Tacoma) Online Edition Real Data, Inc.
Minimum Need: For Pierce County -Detailed property characteristics including rent, occupancy, year built, concession, unit mix by number of bedrooms, project amenities, submarket identification. Apartment Insight database includes market-rate, subsidized and student housing. Subscription includes submarket and county level data on rent, occupancy, multifamily projects under construction, in final planning, preliminary planning and design review.
Subscription: Publisher
Market Analytics Database (Online Edition RealPage, Inc.
Up to 45 users)
Minimum Needs: Detailed occupancy (historical and current occupancy rate data) and rent rate (historical and current rent amounts being paid by occupants) for market areas across the country. Apartment market data by market area. Also include two online training sessions, 30 to 60 minutes long each, to train EMAD staff in the database use and interface, to be scheduled within 60 days of the contract beginning. With student data; this was formerly MPF and Axiometrics, which combined to form Market Analytics.
Subscription: Publisher
Banker and Tradesman (Digital + Online) Banker and Tradesman Research
Minimum Need: Single-family home and condominium sales and median price data for Massachusetts and Rhode Island (statewide) as well for every municipality in the two states.
Subscription: Publisher
Charlotte Real Data Market: Apt Market Real Data, LLC
Report and Source (DataWizard)
Minimum Needs: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing. Apartment data for Charlotte, NC
Subscription: Publisher
Colorado Springs Metro Area Apt Vacancy Study Apartment Association
(Print) Southern Colorado
Minimum Needs: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data for Denver area rental markets, by submarket. As described in f., below, this is used as a “check” for when reviewed market studies are performed by Real Data. Colorado Springs metro area apartment vacancy and rent survey
Subscription: Publisher
Denver Area Apartment Vacancy and Rent Study (Email) Apartment Association
of Metro Denver
Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data for Denver area rental markets, by submarket. As described in f., below, this is used as a “check” for when reviewed market studies are performed by Real Data. Denver metropolitan area apartment vacancy and rent survey.
Subscription: Publisher
Greater Nashville Apartment Market Survey (Print) Greater Nashville
Apartment Association
Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for Nashville, TN
Subscription: Publisher
Greensboro Winston Salem Real Data Market: Real Data, LLC
Apartment Market Report and Source (DataWizard)
Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for Greensboro Winston-Salem, NC
Subscription: Publisher
Multifamily Combo #3: Class A&B Apartment Delta Associates
Reports and Condo Report (Print + Online)
Minimum Need: Rental market data for Washington DC, Baltimore, Philadelphia, and Southern New Jersey areas, including occupancy rates (historical and current occupancy rate) and concessions by construction type and absorption rates for individual market rate properties. Pipeline data for properties currently leasing, under construction and planned. Also, for the condominium market in each area, data including occupancy, average prices (new and resale), concessions, and pipeline of properties selling, under construction and planned.
Subscription: Publisher
Norfolk – Virginia Beach Real Data Market: Real Data, LLC
Apartment Report and Source (DataWizard)
Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for Norfolk-Virginia Beach.
Subscription: Publisher
Philadelphia Class A Apartment Market Report Delta Associates
(Print & Online)
Minimum Need: Quarterly report providing Philadelphia regional employment and economic summary, and describing the Class A apartment market in Philadelphia, including asking and effective rents (current and one year prior), occupancy levels (current and one year prior), and a summary of units under construction and in the active pipeline. In addition, estimates of absorption for properties in initial lease-up. Geographic areas include the city of Philadelphia, Suburban Pennsylvania, Southern New Jersey and a Philadelphia metro summary.
Subscription: Publisher
Raleigh-Durham Real Data Market: Real Data, LLC
Apartment Market Report and Source (DataWizard)
Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for Raleigh-Durham, NC.
Subscription: Publisher
REIS Subscriber Edition Reis, Inc.
(Online Edition Up to 45 Users)
Minimum Need: Apartment market data, including rent (historical and current rent amounts being paid by occupants), occupancy (historical and current occupancy rate), pipeline (list of projects currently underway), completions and conversions (to or from rental occupancy) data for multiple market areas and submarkets. Reis, Inc., Subscriber Edition – Rental market data by national, regions, and primary market areas. Also include two online training sessions, 30 to 60 minutes long each, to train EMAD staff in the database use and interface, to be scheduled within 60 days of the contract beginning.
Subscription: Publisher
Richmond Real Data Market: Real Data, LLC
Apartment Market Report and Source (DataWizard)
Minimum Need: Richmond rental market data including occupancy (historical and current occupancy rates) and rent (historical and current rent amounts being paid by occupant) by project name and type, location, submarkets and other property-specific variables for both market rate and Low-Income Housing Tax Credit properties. Richmond, VA metropolitan area apartment data.
Subscription: Publisher
Tall Timber Group Pittsburgh PA Tall Timber Group
Homebuilding Report (Monthly Email and Quarterly Print Report)
Minimum Need: Monthly e-mail providing comprehensive residential building permit issuance for the Pittsburgh metropolitan area. Quarterly reports are also provided identifying the metropolitan markets with the most residential building activity and the builders with the highest construction levels.
APP-R-2021-016 Department of Housing and Urban Development
7/7/21, 5:55 PM