Attachment 0003 - Sample Price Breakdown Worksheet with Rates Revised.xlsx

XLSX spreadsheet 39 KB Posted

Attached to
Section 232 Loan Underwriting and Closing Services
Solicitation number
86615622R00004
Issued by

About this file

This document contains a sample price breakdown worksheet and rates for a federal contract solicitation seeking Section 232 loan underwriting and closing services. The solicitation involves loan underwriting due diligence, loan closing activities, post-closing administration, and regular and ad hoc reporting for HUD's Healthcare Programs. The contractor proposes fixed hourly rates by labor category for the base period and four option periods. Rates remain the same across periods. The base period is 12 months with a potential total performance period of 60 months. The acquisition is set aside on an 8(a) competitive basis. Offers are due by August 3rd, 2022 and shall be submitted electronically to the identified contracting officials.

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Base

Attachment 0003_Solicitation 86615622R00004_232 Loan Underwriting and Closing
Base Period: 12 Months
LIN 0001 - Loan Underwriting Due Diligence for 232/223(f) Healthcare Program (PWS 5.1) - Base

(Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Total Labor$ 950.00

LIN 0002 -Loan Underwriting Due Diligence for 232/223(a)7 Healthcare Program (PWS 5.1) - Base (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Total Labor$ 962.50

LIN 0003 - Loan Closing for 232/223(f) Healthcare Program (PWS 5.2) - Base (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Total Labor$ 975.00

LIN 0004 - Loan Closing for 232/223(a)7 Healthcare Program (PWS 5.2) - Base (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Total Labor$ 987.50

LIN 0005 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(f) Healthcare Program (PWS 5.3) - Base (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Total Labor$ 1,000.00
LIN 0006 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(a)7 Healthcare Program (PWS 5.3) - Base (Fixed Unit Rate - The Contractor shall invoice for actuals only)
Labor Category:Prime or SubAVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

LIN 0007 - Regular Reports for Healthcare Office (PWS 5.4) - Base (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

LIN 0008 - Ad Hoc Reports for Healthcare Office (PWS 5.4) - Base (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

Task: 0009 - Transition Support (30 Days Transition In) (PWS 5.5) - Base (Firm Fixed Price) (Not applicable, if in-coming Contractor is the incumbent)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
Base Total$ 8,925.00
*This list will be used to understand the contractor's methodology.
**Round to 2 decimal places (example: $201,750.50).

Sample Price Breakdown Worksheet &"-,Bold"With Rates Attachment 001

Option 1

Attachment 0004_Solicitation 86615622R00004_232 Loan Underwriting and Closing
Option Period 1: 12 Months
LIN 0010 - Loan Underwriting Due Diligence for 232/223(f) Healthcare Program (PWS 5.1) - Option 1

(Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Total Labor$ 950.00

LIN 0011 -Loan Underwriting Due Diligence for 232/223(a)7 Healthcare Program (PWS 5.1) - Option 1 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Total Labor$ 962.50

LIN 0012 - Loan Closing for 232/223(f) Healthcare Program (PWS 5.2) - Option 1 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Total Labor$ 975.00

LIN 0013 - Loan Closing for 232/223(a)7 Healthcare Program (PWS 5.2) - Option 1 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Total Labor$ 987.50
LIN 0014 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(f) Healthcare Program (PWS 5.3) - Option 1 (Fixed Unit Rate - The Contractor shall invoice for actuals only)
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Total Labor$ 1,000.00
LIN 0015 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(a)7 Healthcare Program (PWS 5.3) - Option 1 (Fixed Unit Rate - The Contractor shall invoice for actuals only)
Labor Category:Prime or SubAVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

LIN 0016 - Regular Reports for Healthcare Office (PWS 5.4) - Option 1 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

LIN 0017 - Ad Hoc Reports for Healthcare Office (PWS 5.4) - Option 1 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
Option 1 Total$ 7,912.50
*This list will be used to understand the contractor's methodology.
**Round to 2 decimal places (example: $201,750.50).

&"-,Bold"With Rates Attachment 001

Option 2

Attachment 0004_Solicitation 86615622R00004_232 Loan Underwriting and Closing
Option Period 2: 12 Months
LIN 0018 - Loan Underwriting Due Diligence for 232/223(f) Healthcare Program (PWS 5.1) - Option 2

(Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Total Labor$ 950.00

LIN 0019 -Loan Underwriting Due Diligence for 232/223(a)7 Healthcare Program (PWS 5.1) - Option 2 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Total Labor$ 962.50

LIN 0020 - Loan Closing for 232/223(f) Healthcare Program (PWS 5.2) - Option 2 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Total Labor$ 975.00

LIN 0021 - Loan Closing for 232/223(a)7 Healthcare Program (PWS 5.2) - Option 2 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Total Labor$ 987.50
LIN 0022 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(f) Healthcare Program (PWS 5.3) - Option 2 (Fixed Unit Rate - The Contractor shall invoice for actuals only)
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Total Labor$ 1,000.00
LIN 0023 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(a)7 Healthcare Program (PWS 5.3) - Option 2 (Fixed Unit Rate - The Contractor shall invoice for actuals only)
Labor Category:Prime or SubAVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

LIN 0024 - Regular Reports for Healthcare Office (PWS 5.4) - Option 2 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

LIN 0025 - Ad Hoc Reports for Healthcare Office (PWS 5.4) - Option 2 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
Option 2 Total$ 7,912.50
*This list will be used to understand the contractor's methodology.
**Round to 2 decimal places (example: $201,750.50).

&"-,Bold"With Rates Attachment 001

Option 3

Attachment 0004_Solicitation 86615622R00004_232 Loan Underwriting and Closing
Option Period 3: 12 Months
LIN 0026 - Loan Underwriting Due Diligence for 232/223(f) Healthcare Program (PWS 5.1) - Option 3

(Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Total Labor$ 950.00

LIN 0027 -Loan Underwriting Due Diligence for 232/223(a)7 Healthcare Program (PWS 5.1) - Option 3 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Total Labor$ 962.50

LIN 0028 - Loan Closing for 232/223(f) Healthcare Program (PWS 5.2) - Option 3 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Total Labor$ 975.00

LIN 0029 - Loan Closing for 232/223(a)7 Healthcare Program (PWS 5.2) - Option 3 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Total Labor$ 987.50
LIN 0030 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(f) Healthcare Program (PWS 5.3) - Option 3 (Fixed Unit Rate - The Contractor shall invoice for actuals only)
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Total Labor$ 1,000.00
LIN 0031 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(a)7 Healthcare Program (PWS 5.3) - Option 3 (Fixed Unit Rate - The Contractor shall invoice for actuals only)
Labor Category:Prime or SubAVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

LIN 0032 - Regular Reports for Healthcare Office (PWS 5.4) - Option 3 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

LIN 0033 - Ad Hoc Reports for Healthcare Office (PWS 5.4) - Option 3 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
Option 3 Total$ 7,912.50
*This list will be used to understand the contractor's methodology.
**Round to 2 decimal places (example: $201,750.50).

&"-,Bold"With Rates Attachment 001

Option 4

Attachment 0004_Solicitation 86615622R00004_232 Loan Underwriting and Closing
Option Period 4: 12 Months
LIN 0034 - Loan Underwriting Due Diligence for 232/223(f) Healthcare Program (PWS 5.1) - Option 4

(Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Total Labor$ 950.00

LIN 0035 -Loan Underwriting Due Diligence for 232/223(a)7 Healthcare Program (PWS 5.1) - Option 4 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Total Labor$ 962.50

LIN 0036 - Loan Closing for 232/223(f) Healthcare Program (PWS 5.2) - Option 4 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Total Labor$ 975.00

LIN 0037 - Loan Closing for 232/223(a)7 Healthcare Program (PWS 5.2) - Option 4 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Total Labor$ 987.50
LIN 0038 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(f) Healthcare Program (PWS 5.3) - Option 4 (Fixed Unit Rate - The Contractor shall invoice for actuals only)
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Total Labor$ 1,000.00
LIN 0039 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(a)7 Healthcare Program (PWS 5.3) - Option 4 (Fixed Unit Rate - The Contractor shall invoice for actuals only)
Labor Category:Prime or SubAVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

LIN 0040 - Regular Reports for Healthcare Office (PWS 5.4) - Option 4 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

LIN 0041 - Ad Hoc Reports for Healthcare Office (PWS 5.4) - Option 4 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

LIN 0042 - Transition Support (60 Days Transition Out) (PWS 5.5) - Option 4 (Fixed Unit Rate - The Contractor shall invoice for actuals only)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
Option 4 Total$ 8,925.00
*This list will be used to understand the contractor's methodology.
**Round to 2 decimal places (example: $201,750.50).

&"-,Bold"With Rates Attachment 001

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