Government Response to Industry Questions.xlsx
XLSX spreadsheet 13 KB Posted
- Attached to
- HECM Loan Comparison and Underwriting Tool (HLCUT) for Home Equity Conversion Mortgage (HECM)
- Solicitation number
- 86615624R00007
About this file
This document is a Q&A response related to a federal contract opportunity for the Department of Housing and Urban Development's (HUD) Office of Housing Counseling (OHC) to develop and maintain a HECM Loan Comparison and Underwriting Tool (HLCUT) for HECM roster counselors.
The key details are:
- The HLCUT will provide calculations on HECM loan products including costs, amortization schedules, and responses to client questions during counseling sessions.
- The incumbent contractor is Ibis Software Corporation. This is not a new requirement.
- Transition-in and transition-out periods are 30 calendar days.
- Pricing is structured with labor rate and non-labor rate attachments, as well as a pricing schedule. The NTE (not to exceed) costs for IT components may vary by option.
- The technical approach is limited to 30 pages, and the management plan is limited to 15 pages, for a total of 45 pages.
- The solicitation will not be extended despite the July 4th holiday.
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Other files
| File | Type | Posted |
|---|---|---|
| SF 1449 Solicitation.pdf | ||
| Solicitation 86615624R00007 Page After 1449 HECM HLCUT Updated.docx | DOCX document | |
| SF30 Amendment 3.pdf | ||
| HLCUT Vendor Questions.xlsx | XLSX spreadsheet | |
| SF30 86615624R00007 Amendment 0001.pdf | ||
| Solicitation 86615624R00007 Page After 1449 HECM HLCUT.pdf | ||
| Attachment 2 QASP.doc | DOC document | |
| Attachment 4 - Sample Price Breakdown Worksheet with Rates.xlsx | XLSX spreadsheet | |
| Attachment 1 HLCUT PWS.docx | DOCX document | |
| Attachment 7 - Past_Performance Survey.docx | DOCX document | |
| Attachment 6 - Past_Performance_Information_Chart.docx | DOCX document | |
| Attachment 3 -Price Schedule.docx | DOCX document | |
| Attachment 5 - Sample Labor Category_Hours Breakdown Worksheet without Rates.xlsx | XLSX spreadsheet |
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Text version
PWS Q&As
HLCUT Questions
| Page No. | Section Reference | Question/Comments | Answer |
| 16 | Performance Work Statement (PWS), Section 5.2 HECM Loan Comparison and Underwriting Tool | The Contractor shall provide access to the HLCUT to existing HECM roster counselors from a list provided by the COR.” In what format is the list provided by the COR (ie: spreadsheet, XML file)? | The list will be provided in an excel spreadsheet format. |
| 16 | Performance Work Statement (PWS), Section 5.2 HECM Loan Comparison and Underwriting Tool | The Contractor shall provide access to the HLCUT to existing HECM roster counselors from a list provided by the COR.” 2. Does the list provided by the COR highlight changes (ie: additions, deletions)? | Changes may not be specifically identified within the spreadsheet when provided. |
| 18 | Section 5.3.3 Reporting | ||
| What is the HLCUT use volume by agency? | |||
| 200 agency staff members (counselors and intake) accessed the tool (Month of June) | |||
| 18 | Section 5.3.3 Reporting | What is the HLCUT use volume by counselor? | 103 housing counseling agencies accessed the tool |
| 18 | Section 5.3.3 Reporting | |||
| What is the HLCUT use volume by others (ie: non-counselor/admin people)? | This is extremely low as not many others outside HECM roster counselors have access. | |||
| 19 | Section 5.4 Transition Services | Is the 30-day Transition-In Period and 30-day Transition-Out Period calendar days | ||
| or business days? | Calendar days. | |||
| 19 | Section 5.4 Transition Services | Please confirm that the incumbent Contractor has a 30-day Transition-Out Period in | ||
| the existing Contract, and will be providing support? | Confirmed | |||
| NA | Attachments | Can you please provide a definition or explanation for “NTE Other Direct Costs for IT Components LIN | This is a cost intended to apply dollar-for-dollar for IT expenses directly related to physical components required by the Contractor. This amount may be zero, but may not exceed the identified amount. | |
| NA | Attachments | NTE Other Direct Costs for IT Components LIN is pre-populated, is this a hard number? If so, why are the amounts for Option 1 different on Attachment 3 ($20,000) and Attachment 4 ($30,000)? | the NTE costs are not to exceed that amount. Attachements have been updated. | |
| NA | Is this a new requirement? | No, this is not a new requirement. | ||
| NA | If its not a new requirement, who is the incumbent? | The current incumbent is Ibis Software Corporation | ||
| NA | If it’s a new requirement, would you consider extending the due date by two (2) weeks? | The solicitation will not be extended. | ||
| NA | NA | On which attachments, and where, do we include the cost for the annual license for the HLCUT subscription or Software as a Service (SaaS)? | Include all related cosst in Attatchments 3, 4, and 5. | |
| NA | NA | Can the Government please provide some explanation of these three attachments, and the relationship? | Attachments 3, 4, and 5 are related to costs, with labor rates, without labor rates, and pricing schedule. | |
| NA | NA | Will HUD be exempt from paying State Gross Receipts Tax (GRT) and provide the Contractor with Non-Taxable Certificate? If not, can GRT be added as a separate line item to invoices? | No the required clauses contained in FAR Part 29.305 are not included in the solicitation. | |
| NA | NA | In what unit of measure can the CLINs be invoiced and paid for this Contract (ie: monthly, quarterly, semi-annually)? | Monthly | |
| NA | NA | A completed, signed, and dated SF1449 is required. The RFP starts on page 5, are pages 1-4 missing? Is the SF 1449 missing? | SF1449 Uploaded in attachments | |
| NA | NA | Please confirm that the Technical Approach shall not exceed 30 pages and does not include the Management Plan that is allowed up to 15 pages. Therefore, a total of 45 pages not to exceed between the two documents? | Confirmed | |
| NA | NA | How long is the anticipated time between Contract Award and the start of the 30-day Transition-In Period? | 30 Days | |
| NA | NA | 2. Would the Government consider a 2-week extension to the July 22, 2024 deadline due to the Independence Day Holiday? | Solicitaion will not be extended. | |
| NA | NA | Please clarify the information that is exempt from the page limitations. The list on page 56 (section c) and page 58 (line 5) are not the same.(b) Preparation/Format Instructions (page 57; line 4/Cover Page) | AS 2102 Limitation on size of technical proposal has been removed from the solcitaion |
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