Amendment_000006_Summary_of_Changes.pdf

M&M 3.76 Asset Management Services

Amendment 00006

Summary of Changes

Section B: Supplies or Services and Price/Costs

1) Pages 6-7: Schedule B Tables: Change the Not to Exceed Amounts for Appraisal Fees, Record Retention/File Delivery, Post Closing Complaints, and Negative Sales, HOA, Property Taxes and Other Expenses Authorized by the COR and or HUD.

Section C: Performance Work Statement (PWS):

2) Page 14: Section 1.3.2.1 Security Access: Add to the first paragraph- “The Contractor shall pass HUD PIV process for security clearances and training, including any standard

HUD training materials, to those individuals designated by the Contractor who will be required to access the HUD provided systems.”

3) Page 52: Section 1.3.33.1 Initial Real Estate Taxes: Change GTR reference to COR in the 3rd paragraph

4) Page 63: Section 2.1 Definitions: Moved the definition for Contracting Officer’s

Representative to following the definition for Contracting Officer.

5) Page 71: Section 4.5, Contractor Personnel: Changed in its entirety to:

“The Contractor shall provide a Contract Manager, Project Manager, and Quality Control

Manager, or Third-Party Quality Control Vendor who shall be responsible for the performance of work, and qualifying alternates shall also be designated to act in the absence of each of these positions. The only authorized exception is that an alternate

Quality Control Manager need not be named for those contractors using a Third-Party

Quality Control Vendor. Alternates named must be able to perform in the same capacity as the primary Contract Manager, Project Manager and Quality Control Manager (only if employee of the prime) in their absence. An individual listed in a Key Personnel position cannot be listed for any other Key Personnel position. For example, an individual listed as the Project Manager cannot also be listed as the Alternate Contract Manager. These

Contractor personnel (main point of contact and alternate point of contacts) are considered Key Personnel by the Government and shall be listed as such in accordance with HUDAR 2452.237-70, "Key Personnel”.

The Contract Manager, Project Manager, Quality Control Manager (if employee of the prime) and their alternates shall have full authority to act on all contract matters relating to daily operations of this contract. Accordingly, at a minimum, the Key Personnel shall have the technical knowledge of the requirement and be authorized in the position to actually receive assignment, guidance, and direction from the COR and CO per HUDAR

2452.237-73, "Conduct of Work and Technical Guidance" and shall be allocated the

100% of the time to ensure successful performance. These Key Personnel, other than the

Third-Party Quality Control Vendor, if applicable, shall each be an employee of the

Contractor. The Key Personnel or alternates shall be available between the hours of 8:00 a.m. to 4:30 p.m. Monday through Friday consistent with the awarded HOC jurisdiction time zone, except Federal Holidays or when the Government facility is closed for administrative reasons.

The minimum level of experience for Key Personnel serving in a Key Personnel position

(including alternates) is five (5) years of combined REO experience in the following disciplines: analyzing market and property conditions, developing marketing strategies for the pricing and disposition, listing, marketing, selecting the best offer, executing sales documents, overseeing the closing process, and ensuring that sales proceeds are delivered in a timely manner. In the event that Key Personnel or alternates are replaced, the contractor shall provide replacements that meet or exceed the aforementioned experience requirement.”

6) Page 83: Section 5.8 Transition Out: Changed in its entirety to:

“The Contractor shall complete the requirements in Section 1.14 (Transition Out) of the

PWS.”

7) Page 83-84: Section 6, Deliverables: Added A009

Number Name Frequency Quantity

A009 Information to Satisfy Program Inquiries Per

Section C 1.3.1.6

As required/ requested by the COR or CO

Section F: Deliveries or Performance:

8) Page 92: Section F.3 Period of Performance: Changed to:

Section F.3 PERIOD OF PERFORMANCE

In accordance with the clause at 52.217-9, "Option to Extend the Term of the Contract," the contract may be extended for the following periods:

Option No: Period:

Base Period: Time of award through May 31, 2019

Option Period 1: June 1, 2019 through May 31, 2020

Option to Extend Services under FAR Clause 52.217-8, 1-6 Months

Section H: Special Contract Requirements

9) Page 106: Section H.4, HUDAR 2452.237-70 Key Personnel: Changed the chart and the note in its entirety to:

Name Position Percentage of Effort Number of Hours

To be filled in at the Task

Order Level

Contract Manager 100%

Order Level

Project Manager 100%

Quality Control Manager or Third-Party Quality

Control Vendor

100%

Alternate Contract

Manager

100% in the absence of the primary

Contract Manager

Alternate Project

100% in the absence of the primary Project

Alternate Quality Control

Manager (if not using a

Third-Party Quality

Control Vendor)

100% in the absence of the primary Quality

Control Vendor

NOTE: The positions listed above include the Alternate Contract Manager, Alternate

Project Manager and Alternate Quality Control Manger (if not using a Third-Party

Quality Control Vendor). The alternates shall act in the absence of the primary 100% of effort.

Section L: Instructions, Conditions, and Notices to Offerors:

10) Page 166: Section L.6, Limitation on Number of Contract Awards Within HOC

Jurisdiction: Changed in its entirety to:

“Offerors proposing on this requirement is permitted to bid on the contract area within the identified HOC Jurisdiction. However, Offerors are hereby notified that any resulting awards made under the terms of this solicitation may impact additional awards that will result in concurrent performance within the same HOC jurisdiction. HUD has identified a need to restrict the number of active AM awards within a given HOC jurisdiction to no more than two. Contract areas received through the realignment process constitute separate active AM awards for purposes of this limitation. There is only one (1) HOC jurisdiction covered by the terms of this solicitation, with one (1) anticipated award. Therefore, no evaluation preference will be necessary for the 3.76 AM solicitation.”

11) Page 169: Section L.7, General Instructions, Part I: Changed Part 1 Section Heading to:

“Technical Proposal”

12) Page 170-171: Section L.7, General Instructions, Part I, Management Plan: Changed in its entirety to read:

“MANAGEMENT PLAN (Shall not exceed 10 pages)

The offeror shall submit a Management Plan that is clear and concise.

As part of the Management Plan:

• Offerors shall provide an Organizational Chart outlining clear lines of authority from the top of the organization to include subcontractors (excluding listing brokers and appraisers). The Offeror must demonstrate which tasks will be performed in-house and which tasks will be performed utilizing subcontractors (excluding listing brokers and appraisers).

• Offerors shall provide a staffing plan outlining the key personnel (including alternates) for the contract area.

Within the Staffing Plan:

• Offerors shall provide a description of the roles and responsibilities of the Key Personnel assigned to this effort and their position within the Organization.

• The Offeror shall identify the position title of its key personnel (including alternates), and the key personnel can only serve in one key personnel position. Key Personnel positions should include at a minimum: Contract Manager, Alternate Contract Manager, Project

Manager, Alternate Project Manager, and Quality Control Manager and Alternate Quality

Control Manager or Third-Party Quality Control Vendor. Offerors proposing a Third-

Party Quality Control Vendor are not required to identify an alternate for this position.

Do not disclose or identify the individual names of key personnel. “

13) Page 171-172: Section L.7, General Instructions, Part II, Business Proposal: Changed in its entirety to read:

“Part II shall be clearly marked “PART II – BUSINESS PROPOSAL

86544B-18R-00001." Documents shall contain the signed original of all documents requiring signature of the offeror. This includes the Standard Form (SF) 33. Offerors are cautioned that the

SF 33 must contain an original signature in Block 17 of the form. Each offeror shall complete fill-ins and signatures and submit the original as stated below. An authorized official of the firm shall sign the offer and all certifications requiring original signature. There is no imposed page limit on

Part II. However, Part II shall include only the following information:

- Cover letters, company statements, and executive biographies are limited to two (2) pages altogether.

Section A - Standard Form 33, Solicitation Offer and Award. Acknowledgment of Amendments can be made on the face of the SF 33 or signed copies of the amendments can be included in this Section.

Section K - Representations, Certifications, and Other Statements of Offerors.

- Include signed copies of any Joint Venture, Teaming, or Notice of Intent to Subcontract Agreements

(excluding Listing Brokers and Appraisers). Any agreements submitted shall identify how the intended subcontractor or teaming member would be utilized.

- In accordance with Section H.7, HUDAR 2452.239-70 Security System Requirement

- Subcontracting Plan (Large Business Only) (Excluding Listing Brokers and Appraisers)

- Attachment A13 Pricing Spreadsheet “

14) Page 173: Section L.9, Questions: Changed to:

“The general Question and Answer session has closed for this requirement and no further questions will be accepted for this solicitation.”

Section M: Evaluation Factors for Award:

15) Page 174-175: Section M.1, Basis for Award: Changed 5th paragraph in its entirety to:

“No formal scoring, ranking, or rating of the non-cost/price technical factors will be made. The Technical Evaluation Panel (TEP) will start its evaluation with the lowest priced offeror and continue evaluating offerors by rank order of pricing. If the TEP determines an offeror to be Acceptable prior to evaluating all offerors, no further evaluation will be performed by the TEP, unless the Contracting Officer determines a need for discussions, or the Contracting Officer cannot make a fair and reasonable price determination based on a comparison to historical pricing or the IGCE, as identified in the Price Evaluation factor below. The lowest priced technically acceptable offer will be identified as the apparent awardee, and the Contracting Officer will conduct a responsibility determination on the apparent awardee. “

16) Page 177: Section M.3, Evaluation Approach, Management Plan: Changed in its entirety to:

“MANAGEMENT PLAN

The government will evaluate the following regarding the proposed Management Plan:

• Whether the Offeror’s Organizational Chart outlines clear lines of authority from the top of the organization to include subcontractors (excluding listing brokers and appraisers).

The Offeror must demonstrate which tasks will be performed in-house and which tasks will be performed utilizing subcontractors (excluding listing brokers and appraisers).

• Whether the Offeror’s staffing plan outlines the key personnel (including alternates) for the contract area.

• Whether the staffing plan provides a description of the roles and responsibilities of the

Key Personnel assigned to this effort and their position within the Organization.

• Whether staffing plan identifies the title and position of its Key Personnel (including alternates), and ensures the key personnel are serving in one key personnel position; i.e., Contract Manager, Alternate Contract Manager, Project Manager, Alternate Project

Manager, and Quality Control Manager and Alternate Quality Control Manager or Third-

Party Quality Control Vendor. Offerors proposing a Third-Party Quality Control Vendor are not required to identify an alternate for this position.”

17) Page 177-178: Section M.3, Evaluation Approach, Key Personnel: Deleted the 3rd bullet entirely.

Revise Attachment A13 in its entirety.