86615524R00007 Amendment 4.pdf

(x)

86615524R00007 x x copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR

OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

WASHINGTON DC 20410-1000

ROOM 5256

HUD-NPG

451 SEVENTH STREET SW

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

09/06/20240004

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

07/31/2024

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

Multifamily Master Sub-Servicer (MF MSS)

The purpose of RFP 86615524R00007 Amendment 4 is to do the following:

1. Provide Government responses to vendor questions.

2. Provide embedded SOP documents.

3. Extend the due date for proposal submission to 9/16/2024, 2PM ET.

All other conditions remain unchanged.

Period of Performance: 01/06/2025 to 01/05/2030

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

CHERI L. REDDING

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

Vendor Questions and Government Responses to RFP 86615524R00007, Amendment 4

Multi-Family Master Sub-Servicer (MF MSS) Support Services

Question Government Response

Section 5.1.1.1 of the PWS states” The Contractor shall create and submit the Integrated Data Collection Plan (IDCP) in accordance with the Exhibit 10 - 3 Integrated Data Collection Plan (IDCP) Template in the Extinguishment SOP.”

However, the Extinguishment SOP found within the solicitation on sam.gov does not allow offerors to view the various exhibits referenced in the Extinguishment SOP.

Page 74 of the Extinguishment SOP references the Integrated Data Collection Plan (IDCP) as E- 15 not “Exhibit 10-3” as noted in the PWS.

Please provide all the exhibits noted in the Extinguishment SOP.

The Extinguishment is a living document and is changed frequently.

Attached are all embedded documents.

Please provide the following information regarding the assumptions offerors should make in identifying their proposed levels of effort and labor mixes and pricing their proposals.

Number of loans

There isn’t a defaulted MF portfolio, but the average number of loans/pools is 100. There are generally one loan per pool in the MF program.

Average unpaid principal balance Average UPB - $10.2M

Number or percentage of loans by loan type (construction vs. permanent)

There isn’t a defaulted MF portfolio, but the average number of construction loans is 14 per issuer with construction loans across 32 Issuers.

Number or percentage of loans by asset type (apartment, hospital, nursing home, assisted living facilities and other housing options)

There isn’t a defaulted MF portfolio but across Ginnie Mae:

Property Type Loan Count

ALF/NRS 3660

APT 11145

HSP 80

Grand Total 14885

Number or percentage of loans that are delinquent 30 days, 60 days, and more than 60 days.

There isn’t a defaulted MF portfolio but across Ginnie Mae:

DQ - 30 days = 60 pools

DQ2 = 49 pools

DQ 90+ = 114 pools

Loan count or percentage of USDA loans as USDA loans take considerably more labor to service and provide asset management services.

Agency Loan Count

FHA 13622

RD 1263

Grand Total 14885

Number of servicing systems that must be mapped for servicing transfer(s)

12 different servicing systems are used by MF Issuers

The first paragraph references a IEP template, can the Government provide the template for the contractor to review and determine the scope of preparedness that is expected.

The PWS referred to the document as exhibit 11 not located is not enclosed within the PWS Sam.Gov.

Template located in the Extinguishment SOP.

Attached are all embedded documents.

The 2nd bullet point references Communications Plan template Exhibit 5. Can the government provide the template for the contractor to review?

Template located in the Extinguishment SOP.

Attached are all embedded documents.

The 3rd bullet point references IDCP template, can the Government provide the template document?

Template located in the Extinguishment SOP.

Attached are all embedded documents.

This section references Lessons Learned Summary Tracker Exhibit 9, can the Government provide the template?

Template located in the Extinguishment SOP.

Attached are all embedded documents.

Can the Government provide a copy of the MF MSS Portfolio Seizure Management SOP?

Already provided.

Please define, in terms of unit count and UPB , small, medium, large, and mega issuers participating in the multifamily space.

Does the 5- or 10-day requirement start from the date all data and documents are collected from the terminated issuer?

Very Small - issuers with less than or equal to 2,500 loans

Small - issuers with greater than 2,500 and less than or equal to 10,000 loans

Medium - issuers with greater than 10,000 and less than or equal to 75,000 loans

Large - issuers with greater than 75,000 and less than or equal to 400,000 loans

Mega - Issuers with greater than 400,000 loans