Copy_of_Atachment_10_Schedule_of_Services.xlsx

XLSX spreadsheet 30 KB Posted Jun 13, 2019

Attached to: Loan Underwritting Services
Solicitation number: 86543G19R00001
Issued by: Department of Housing and Urban Development CPO Community Services and Housing Support

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Written by GovTribe AI · Dec 31, 2023

This document contains a schedule of services for a federal contract opportunity for loan underwriting services. The schedule lists 75 contract line item numbers describing various loan underwriting, closing, monitoring, and reporting services required across base and option periods for HUD's 207/223(f), 232/223(f), 207/223(a)(7), and 221(d)(4) multifamily and healthcare loan programs. Deliverables include loan insurance underwriting, closing, and post-closing monitoring for the different loan programs. Also required are regular and ad hoc reporting, transition in and out services, and travel support with a not-to-exceed amount provided for each office. However, pricing is not included. The associated opportunity posted is a 100% small business 8(a) set-aside solicitation issued by HUD seeking proposals for the loan underwriting services described in the schedule.

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Other files

File	Type	Posted
SF_30.pdf	PDF	Jul 17, 2019
86543G19R00001_A0005_Questions_and_Answers_Attachment_A.pdf	PDF	Jul 17, 2019
SF_30_0004_signed.pdf	PDF	Jul 16, 2019
86543G19R00001_A0003_Questions_and_Answers.docx	DOCX document	Jul 12, 2019
86543G19R00001_A0003.pdf	PDF	Jul 12, 2019
Attachment_1_-_Revised_PWS_-_UW_IDIQ.pdf	PDF	Jul 12, 2019
86543G19R00001_A0002_Attachment_C_Sample_Price_Breakdown_Worksheet.xlsx	XLSX spreadsheet	Jul 3, 2019
86543G19R00001_A00002_signed.pdf	PDF	Jul 3, 2019
86543G19R00001_A0002_Attachment_B_-_Atachment_10_Revised_Schedule_of_Services_(A0002).xlsx	XLSX spreadsheet	Jul 3, 2019
86543G19R00000_A0002_Attachment_A_-_Questions_and_Answers.docx	DOCX document	Jul 3, 2019
86543G19R00001_Amendment_0001_061519.pdf	PDF	Jun 15, 2019
Attachment_3_-_Exhibit_A-Office_of_Residential_Care_Facilities.pdf	PDF	Jun 13, 2019
Attachment_7_-_Exhibit_F-232_223f_Loan_Committee_Memo_Template.pdf	PDF	Jun 13, 2019
Attachment_1_-_PWS_-_UW_IDIQ.pdf	PDF	Jun 13, 2019
Attachment_5_-_Exhibit_D-232_223f_Closer_Punch_List.pdf	PDF	Jun 13, 2019
Attachment_9_-_Exhibit_G_-_232_Archiving_procedures.pdf	PDF	Jun 13, 2019
86543G19R00001.pdf	PDF	Jun 13, 2019
Attachment_2_-_QASP_Surveillance_Plan.pdf	PDF	Jun 13, 2019
Attachment_8_-_Exhibit_F.pdf	PDF	Jun 13, 2019
Attachment_6_-_Exhibit_E-APPS_Previous_Participation_Review_Memo.pdf	PDF	Jun 13, 2019
Attachment_4_-_Exhibit_B-232_223f_Underwriter_Punch_List.pdf	PDF	Jun 13, 2019

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BASE PERIOD

BASE PERIOD
CLIN #	CLIN DESCRIPTION	QTY	UOI	FIXED PRICE	TOTAL FIXED PRICE
0001	BASE PERIOD: LOAN INSURANCE UNDERWRITING FOR 207/223(f) Multifamily Programs (See PWS 5.1)	175.00	EA	$	$
0002	BASE PERIOD: TRAVEL SUPPORT/Multifamily Office (See PWS 5.6)	265.00	EA	$	$
0003	ERROR:#REF!	140.00	EA	$	$
0004	BASE PERIOD:LOAN INSURANCE UNDERWRITING FOR 221(d)(4) Multifamily Program only (See PWS 5.1)	100.00	EA	$	$
0005	BASE PERIOD:LOAN CLOSING FOR 207/223(f) Multifamily Program (See PWS 5.2)	175.00	EA	$	$
0006	BASE PERIOD:LOAN CLOSING FOR 232/223(f) Healthcare Program (See PWS 5.2)	265.00	EA	$	$
0007	BASE PERIOD:LOAN CLOSING FOR 207/223(a)(7)Multifamily Program only (See PWS 5.2)	140.00	EA	$	$
0008	BASE PERIOD:LOAN CLOSING FOR 221(d)(4) Multifamily Program only (See PWS 5.2)	100.00	EA	$	$
0009	BASE PERIOD: MONITORING AFTER LOAN CLOSING FOR 207/223(f) Multifamily Program (See PWS 5.3)	175.00	EA	$	$
0010	BASE PERIOD: MONITORING AFTER LOAN CLOSING FOR 232/223(f) Healthcare Program (See PWS 5.3)	265.00	EA	$	$
0011	BASE PERIOD: MONITORING AFTER LOAN CLOSING FOR 207/223(a)(7) Multifamily Program only (See PWS 5.3)	140.00	EA	$	$
0012	BASE PERIOD: MONITORING AFTER LOAN CLOSING FOR 221(d)(4) Multifamily Program only (See PWS 5.3)	100.00	EA	$	$
0013	BASE PERIOD: REGULAR REPORTS Multifamily Office includes Ad Hoc reports (See PWS 5.4)	36.00	EA	$	$
0014	BASE PERIOD:REGULAR REPORTS Healthcare Office including Ad Hoc report (See PWS 5.4)	12.00	EA	$	$
0015	BASE PERIOD:TRANSITION IN (See PWS 5.5)	1.00	EA	$	$
0016	BASE PERIOD: TRAVEL SUPPORT/Multifamily Office (See PWS 5.6)			$	NTE $161,000.00
0017	BASE PERIOD:TRAVEL SUPPORT/Healthcare Office (See PWS 5.6)			$	NTE $80,500.00
BASE PERIOD TOTAL

&"-,Bold"&14Attachment 10 Schedule of Services

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OPTION PERIOD ONE

OPTION PERIOD ONE
CLIN #	CLIN DESCRIPTION	QTY	UOI	FIXED PRICE	TOTAL FIXED PRICE
0018	OPTION PERIOD 1: LOAN INSURANCE UNDERWRITING FOR 207/223(f) Multifamily Program (See PWS 5.1)	175.00	EA	$	$
0019	OPTION PERIOD 1:LOAN INSURANCE UNDERWRITING FOR 232/223(f) Healthcare Program (See PWS 5.1)	265.00	EA	$	$
0020	OPTION PERIOD 1:LOAN INSURANCE UNDERWRITING FOR 207/223(a)(7) Multifamily Program only (See PWS 5.1)	140.00	EA	$	$
0021	OPTION PERIOD 1:LOAN INSURANCE UNDERWRITING FOR 221(d)(4) Multifamily Program only (See PWS 5.1)	100.00	EA	$	$
0022	OPTION PERIOD 1: LOAN CLOSING FOR 207/223(f) Multifamily Program (See PWS 5.2)	175.00	EA	$	$
0023	OPTION PERIOD 1: LOAN CLOSING FOR 232/223(f) Healthcare Program (See PWS 5.2)	265.00	EA	$	$
0024	OPTION PERIOD 1: LOAN CLOSING FOR 207/223(a)(7) Multifamily Program only (See PWS 5.2)	140.00	EA	$	$
0025	OPTION PERIOD 1: LOAN CLOSING FOR 221(d)(4) Multifamily Program only (See PWS 5.2)	100.00	EA	$	$
0026	OPTION PERIOD 1: MONITORING AFTER LOAN CLOSING FOR 207/223(f) Multifamily Program (See PWS 5.3)	175.00	EA	$	$
0027	OPTION PERIOD 1: MONITORING AFTER LOAN CLOSING FOR 232/223(f) Healthcare Program (See PWS 5.3)	265.00	EA	$	$
0028	OPTION PERIOD 1: MONITORING AFTER LOAN CLOSING FOR 207/223(a)(7) Multifamily Program (See PWS 5.3) 5.1)	140.00	EA	$	$
0029	OPTION PERIOD 1: MONITORING AFTER LOAN CLOSING FOR 221(d)(4) Multifamily Program only (See PWS 5.3)	100.00	EA	$	$
0030	OPTION PERIOD 1: REGULAR REPORTS/Multifamily Office includes Ad Hoc reports (See PWS 5.4)	36.00	EA	$	$
0031	OPTION PERIOD 1: REGULAR REPORTS/Healthcare Office (See PWS 5.4)	12.00	EA	$	$
0032	OPTION PERIOD 1: TRAVEL SUPPORT/ Multifamily Office (See PWS 5.6)			$	NTE $161,000.00
0033	OPTION PERIOD 1: TRAVEL SUPPORT/ Healthcare Office (See PWS 5.6)			$	NTE $80,500.00
OPTION PERIOD ONE TOTAL

&"-,Bold"&14Attachment 10

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OPTION PERIOD TWO

OPTION PERIOD TWO
CLIN #	CLIN DESCRIPTION	QTY	UOI	FIXED PRICE	TOTAL FIXED PRICE
0034	OPTION PERIOD 2: LOAN INSURANCE UNDERWRITING FOR 232/223(f) Healthcare Program (See PWS 5.1)	175.00	EA	$	$
0035	OPTION PERIOD 2: LOAN INSURANCE UNDERWRITING FOR 232/223(f) Healthcare Program (See PWS 5.1)	265.00	EA	$	$
0036	OPTION PERIOD 2: LOAN INSURANCE UNDERWRITING FOR 207/223(a)(7) Multifamily Program only (See PWS 5.1)	140.00	EA	$	$
0037	OPTION PERIOD 2: LOAN INSURANCE UNDERWRITING FOR 221(d)(4) Multifamily Program only (See PWS 5.1) (See PWS 5.6) NTE $161,000.00	100.00	EA	$	$
0038	OPTION PERIOD 2: LOAN CLOSING FOR 207/223(f) Multifamily Program (See PWS 5.2)	175.00	EA	$	$
0039	OPTION PERIOD 2: LOAN CLOSING FOR 232/223(f) Healthcare Program (See PWS 5.2)	265.00	EA	$	$
0040	OPTION PERIOD 2: LOAN CLOSING FOR 207/223(a)(7) Multifamily Program only (See PWS 5.2)	140.00	EA	$	$
0041	OPTION PERIOD 2: LOAN CLOSING FOR 221(d)(4) Multifamily Program only (See PWS 5.2)	100.00	EA	$	$
0042	OPTION PERIOD 2: MONITORING AFTER LOAN CLOSING FOR 207/223(f) Multifamily Program (See PWS 5.3)	175.00	EA	$	$
0043	OPTION PERIOD 2: MONITORING AFTER LOAN CLOSING FOR 232/223(f) Healthcare Program (See PWS 5.3)	265.00	EA	$	$
0044	OPTION PERIOD 2: MONITORING AFTER LOAN CLOSING FOR 207/223(a)(7) Multifamily Program (See PWS 5.3)	140.00	EA	$	$
0045	OPTION PERIOD 2: MONITORING AFTER LOAN CLOSING FOR 221(d)(4) Multifamily Program only (See PWS 5.3)	100.00	EA	$	$
0046	OPTION PERIOD 2: REGULAR REPORTS Multifamily Office includes Ad Hoc reports (See PWS 5.4)	36.00	EA	$	$
0047	OPTION PERIOD 2: REGULAR REPORTS Healthcare Office includes Ad Hoc reports (See PWS 5.4)	12.00	EA	$	$
0048	OPTION PERIOD 2: TRAVEL SUPPORT/Multifamily Office (See PWS 5.6)			$	NTE $161,000.00
0049	OPTION PERIOD 2: TRAVEL SUPPORT for Healthcare (See PWS 5.6)			$	NTE $80,500.00
OPTION PERIOD TWO TOTAL

&"-,Bold"&14Attachment 10

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OPTION PERIOD THREE

OPTION PERIOD THREE
CLIN #	CLIN DESCRIPTION	QTY	UOI	FIXED PRICE	TOTAL FIXED PRICE
0050	OPTION PERIOD 3: LOAN INSURANCE UNDERWRITING FOR 207/223(f) Multifamily Program (See PWS 5.1)	175.00	EA	$	$
0051	OPTION PERIOD 3: LOAN INSURANCE UNDERWRITING FOR 232/223(f) Healthcare Program (See PWS 5.1)	265.00	EA	$	$
0052	OPTION PERIOD 3: LOAN INSURANCE UNDERWRITING FOR 207/223(a)(7) Multifamily Program only (See PWS 5.1)	140.00	EA	$	$
0053	OPTION PERIOD 3: LOAN INSURANCE UNDERWRITING FOR 221(d)(4) Multifamily Program only (See PWS 5.1)	100.00	EA	$	$
0054	OPTION PERIOD 3: LOAN CLOSING FOR 207/223(f) Multifamily Program (See PWS 5.2)	175.00	EA	$	$
0055	OPTION PERIOD 3: LOAN CLOSING FOR 232/223(f) Healthcare Program (See PWS 5.2)	265.00	EA	$	$
0056	OPTION PERIOD 3: LOAN CLOSING FOR 207/223(a)(7) Multifamily Program only (See PWS 5.2)	140.00	EA	$	$
0057	OPTION PERIOD 3: LOAN CLOSING FOR 221(d)(4) Multifamily Program only (See PWS 5.2)	100.00	EA	$	$
0058	OPTION PERIOD 3: MONITORING AFTER LOAN CLOSING FOR 207/223(f) Multifamily Program (See PWS 5.3)	175.00	EA	$	$
0059	OPTION PERIOD 3: MONITORING AFTER LOAN CLOSING FOR 232/223(f) Healthcare Program (See PWS 5.3)	265.00	EA	$	$
0060	OPTION PERIOD 3: MONITORING AFTER LOAN CLOSING FOR 207/223(a)(7) Multifamily Program (See PWS 5.3)	140.00	EA	$	$
0061	OPTION PERIOD 3: MONITORING AFTER LOAN CLOSING FOR 221(d)(4) Multifamily Program only (See PWS 5.3)	100.00	EA	$	$
0062	OPTION PERIOD 3: REGULAR REPORTS Multifamily Office include Ad Hoc (See PWS 5.4)	36.00	EA	$	$
0063	OPTION PERIOD 3: REGULAR REPORTS Healthcare Office includes Ad Hoc (See PWS 5.4)	12.00	EA	$	$
0064	OPTION PERIOD 3: TRAVEL SUPPORT for Multifamily (See PWS 5.6)			$	NTE $161,000.00
0065	OPTION PERIOD 3: TRAVEL SUPPORT/Healthcare Office (See PWS 5.6)			$	NTE $80,500.00
OPTION PERIOD THREE TOTAL

&"-,Bold"&14Attachment 10

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OPTION PERIOD FOUR

OPTION PERIOD FOUR
CLIN #	CLIN DESCRIPTION	QTY	UOI	FIXED PRICE	TOTAL FIXED PRICE
0066	OPTION PERIOD 4: LOAN INSURANCE UNDERWRITING FOR 207/223(f) Multifamily Program (See PWS 5.1)	175.00	EA	$	$
0067	OPTION PERIOD 4: LOAN INSURANCE UNDERWRITING FOR 232/223(f) Healthcare Program (See PWS 5.1)	265.00	EA	$	$
0068	OPTION PERIOD 4: LOAN INSURANCE UNDERWRITING FOR 207/223(a)(7) Multifamily Program only (See PWS 5.1)	140.00	EA	$	$
0069	OPTION PERIOD 4: LOAN INSURANCE UNDERWRITING FOR 221(d)(4) Multifamily Program only (See PWS 5.1)	100.00	EA	$	$
0070	OPTION PERIOD 4: LOAN CLOSING FOR 207/223(f) Multifamily Program (See PWS 5.2)	175.00	EA	$	$
0071	OPTION PERIOD 4: LOAN CLOSING FOR 232/223(f) Healthcare Program (See PWS 5.2)	265.00	EA	$	$
0072	OPTION PERIOD 4: LOAN CLOSING FOR 207/223(a)(7)Multifamily Program only (See PWS 5.2)	140.00	EA	$	$
0073	OPTION PERIOD 4: LOAN CLOSING FOR 221(d)(4) Multifamily Program only (See PWS 5.2)	100.00	EA	$	$
0074	OPTION PERIOD 4: MONITORING AFTER LOAN CLOSING FOR 207/223(f) Multifamily Program (See PWS 5.3)	175.00	EA	$	$
0075	OPTION PERIOD 4: MONITORING AFTER LOAN CLOSING FOR 232/223(f) Healthcare Program (See PWS 5.3)	265.00	EA	$	$
0076	OPTION PERIOD 4: MONITORING AFTER LOAN CLOSING FOR 207/223(a)(7) Multifamily Program (See PWS 5.3)	140.00	EA	$	$
0077	OPTION PERIOD 4: MONITORING AFTER LOAN CLOSING FOR 221(d)(4) Multifamily Program only (See PWS 5.3)	100.00	EA	$	$
0078	OPTION PERIOD 4: REGULAR REPORTS Multifamily Office includes Ad Hoc reports(See PWS 5.4)	36.00	EA	$	$
0079	OPTION PERIOD 4: REGULAR REPORTS Healthcare Office includes Ad Hoc reports (See PWS 5.4)	12.00	EA	$	$
0080	OPTION PERIOD 4: TRAVEL SUPPORT/Multifamily Office (See PWS 5.6)			$	NTE $161,000.00
0081	OPTION PERIOD 4: TRAVEL SUPPORT/Healthcare Office (See PWS 5.6)			$	NTE $80,500.00
0082	TRANSITION OUT(See PWS 5.5.2)	1	EA	$	$
OPTION PERIOD FOUR TOTAL

&"-,Bold"&14Attachment 10

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File details come from the government source that posted it. Updated Dec 31, 2023.