Solicitation_Question__Answers_Combined_8.30.xlsx

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Services are needed to support the Home Equity Conversion Mortgage (HECM) Loan Comparison and Underwriting Tool (HLCUT).
Solicitation number
86615619R00015
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Sheet1

#Section of RFPRFP Page ReferencedParagraph/Section
of Page:Description of QuestionResponseDate ReceivedFromBy
1Can the government please provide the current contract value? (The Pre-solicitation contemplated a contract value of $2MM to $3MM)The contemplated contract value is as noted in the pre-solicitation value of $2MM-$3MM
2Privacy and Data Requirements
a.Can the government clarify if there are any client data privacy requirements for data maintained by the Offeror’s HLCUT software?
b.Is it acceptable for the client data to be maintained in a proprietary format?
c.Are there Privacy or Non-Public Personal Information (NPI) requirements, particularly for a client’s financial assessment data?A. Client data privacy must be maintained at all times and with access only available to the counselor utilizing the system and the client upon request. The Offeror cannot sell or provide access to client data to any outside entities other than the counselor and their agency, and designated HUD staff when requested as part of a performance review of an agency. B. Offeror may maintain the data in a proprietary format, but it must be available to the a clients counselor and agency . C. All client data must including financial assessment data must be maintained in a environment that ensures all data is secure and only available to the client, clients HECM counselors, and their counseling agency. Addition client privy requirements can be found at the public site at: :https://files.hudexchange.info/resources/documents/Housing-Counseling-Handbook.pdf, Appendix 4. attachment A-5, page 127
3Transition-In and Transition-Out Requirements for Client Data Migration
a.Are there requirements for onboarding Offeror’s HLCUT with migrated client data from the legacy HLCUT (i.e. the incumbent’s software RMA) to prevent any negative impacts to HECM Counselors?
b.Are there similar migration requirements by the predecessor in support of the successor at the conclusion of the contract?
c.Does the government require that transition-in and transition-out data migration and tools be included in the Pricing section of the proposal?A. There will be no transitioning of legacy client data to the new contract. The expectation is that the new contract will be launched and ready for use prior to the expiration date of the current contract. B. As noted above, there is no migration requirement from the legacy contractor in support of the successor C. The Government does expect the successor contractor to include transition in and out as a factor in the contract pricing
4What is the approximate number of concurrent or “simultaneous” HECM Housing Counseling users for HLCUT?HUD does not have data on concurrent usage, but based on current contractor reports, and average of no less than 5000 usages a month has been the current trend. This translate to approximately 275 usages of the system per business day.
5Does the government have specific Hosting environment requirements and Desktop browser requirements for web-based software applications?The online tool must be hosted in a system that meets 508 secure access requirements and can be access through the web by typical office desk and laptop system that may utilize typical Microsoft or Apple operating systems.
66.Given that the Offeror is required to maintain and administer the HLCUT software, are there any source code escrow requirements and are there software licensing requirements or licensing restrictions?None outside the normal business environment expected for providing such web-based online tools
7Would the government consider extending the bidding deadline by 2 weeks?A week extension is being considered.
8Would the government consider accepting PDF bidding documents emailed to the listed contacts by the deadline?Yes, PDF bidding documents may be emailed to listed contacts by deadline.
9What unit of measure will the CLINs on this contract be invoiced in? Months, years, other?Invoicing will be based on a monthly system
10How long is the period anticipated between award of the new contract and start of 30 day transition-in period?Recommend within 10 business days of the execution of the contract
11When is the current contract set to expire?The contract needs to be awarded by 9/30/2019
12How many users are currently supported on the software by the incumbent?There are currently approximately 600 plus HECM roster counselors who are active and utilizing the current system. The number of HECM roster counselor may vary/ Any new system must have the capability to host all HECM roster counselors within a ranges of 600 to 1200 at any one time.
13How many help desk requests have been received historically by phone and/or email?Based on activity reported by the current contract, the average has been 10-15 inquires by either method a month. An incumbent contractor should expect to see a much higher average in the first year of systems operation as counselors will be getting used to a new online tool
14Can HUD provide a list of the required questions tracking referenced in the vision statement on page 4 of the PWS?This information is publicly available at : https://files.hudexchange.info/resources/documents/Housing-Counseling-Handbook.pdf . Specifically this information in the handbook at Appendix 4, , attachment B-10 pages 145 to 148.
PWS states HLCUT shall link to the Client Budget and Resource Identification Tool (CBRIT) in the “Vision Statement”, “1.1 Introduction”, and 1.4 Description of Service” sections.
We are not aware that CBRIT is yet in place. How shall we address this in our proposal?The referenced online tool CBRIT is not yet available, the offeror should make provisions for linking with CBRIT in the current proposal and include it in any proposed pricing. When the CBRIT does become available, the successor contractor should immediately begin working with the CBRIT contractor to establish the required linkage.
16For proposal submission, the RFQ shows are two different addresses (see the Zip + 4).

Section 1. PROPOSAL DUE DATE shows:

U.S. Department of Housing & Urban Development Office of the Chief Procurement Officer ATTN: Robert Caldwell (RFQ Number 8661561900015) 451 7th Street SW, Room 5156 Washington, DC 20410-3000

Section 3. SUBMISSION OF PROPOSALS shows:

Chantel Adams c/o Robert Caldwell U.S. Department of HUD Office of the Chief Procurement Officer 451 7th Street SW, Room 5156 Washington, DC 20410-1000

Which should we use? Section 1. PROPOSAL DUE DATE shows:

U.S. Department of Housing & Urban Development Office of the Chief Procurement Officer ATTN: Robert Caldwell (RFQ Number 8661561900015) 451 7th Street SW, Room 5156 Washington, DC 20410-3000

17What sort of binder should we use? Three-ring? Spiral? Stapled between card stock? We don’t know what HUD’s standard is.A Three Ring Binder will be sufficient.
18The PWS references a Project Management Plan as a task under Section 5.1 and the Technical Approach description in the Request for Quotation references the PWS for items that must be included in Volume 1, Technical Proposal with a 10 page limit. Is the Project Management Plan able to be included in an Appendix rather than incorporating in full in the Technical Approach's 10 page limit? Or if it should be included in full in the Technical Approach, is it still subject to the 10 page limit?The Project Management Plan can be included in an Appendix rather than incorporated in full in the Technical Approach's 10 page limit.

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