SF 1449 Solicitation.pdf

106 KB Posted

Attached to
HECM Loan Comparison and Underwriting Tool (HLCUT) for Home Equity Conversion Mortgage (HECM)
Solicitation number
86615624R00007
Issued by

About this file

Written by GovTribe AI ·

This document is a Solicitation (SF 1449) for a contract opportunity to develop and maintain a HECM Loan Comparison and Underwriting Tool (HLCUT) for Home Equity Conversion Mortgage (HECM) roster counselors. The Department of Housing and Urban Development (HUD) is seeking contractor support to provide this tool with secure online access, which will include calculations on all HECM loan products, costs, amortization schedules, and tracking of required client questions during counseling sessions. The period of performance is from August 30, 2024 to August 29, 2029, with a base period and four option periods. Pricing is requested for the base period tasks as well as the option period tasks. This is an unrestricted procurement with a NAICS code of 541611. Offers are due by July 22, 2024 at 2:00 PM ET.

View the file

Other files

File Type Posted
Solicitation 86615624R00007 Page After 1449 HECM HLCUT Updated.docx DOCX document
Government Response to Industry Questions.xlsx XLSX spreadsheet
SF30 Amendment 3.pdf PDF
HLCUT Vendor Questions.xlsx XLSX spreadsheet
SF30 86615624R00007 Amendment 0001.pdf PDF
Solicitation 86615624R00007 Page After 1449 HECM HLCUT.pdf 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
Show all 13

On GovTribe

Work with this file

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file
Try for free Login

Text version

The file's text, extracted by GovTribe without its formatting.

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

HUD-NPH

WASHINGTON DC 20410-1000

451 SEVENTH STREET SW

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

HUD CODE 16. ADMINISTERED BYCODE

X

X

X

541611

SIZE STANDARD:

% FOR:SET ASIDE:UNRESTRICTED ORHUD-NPH

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

07/22/2024 1400 ET

06/20/2024

BRANDON CARSON

(No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

86615624R00007

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 64 RCS-H-2024-00023OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

ROOM 5256

TELEPHONE NO.

17a. CONTRACTOR/

WASHINGTON DC 20410

451 7TH STREET SW

US DEPARTMENT OF HOUSING AND URBA

HUD

15. DELIVER TO

WASHINGTON DC 20410-1000

ROOM 5256

451 SEVENTH STREET SW

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$16.50

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

US DEPARTMENT OF HUD

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Period of Performance: 08/30/2024 to 08/29/2025

0001 Base Period: Task 5.1 Project Management Plan

0002 Base Period: Task 5.2 HECM Loan Comparison and Underwriting Tool (HLCUT)

0003 Base Period: Task 5.3.1 and 5.3.3 Support and Continued ...

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

KIMBERLY M. CAMPBELL

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Reporting

0004 Base Period: Task 5.3.2 Updates

0005 Base Period: Task 5.4 Transition Services

0006 Base Period: Other Direct Costs (ODCs) for IT

Components

0007 Option Period 1: Task 5.2 Loan Comparison and

Underwriting Tool (HLCUT)

(Option Line Item)

Period of Performance: 08/30/2025 to 08/29/2026

0008 Option Period 1: Task 5.3.1 and 5.3.3 Support and

Reporting

(Option Line Item)

Period of Performance: 08/30/2025 to 08/29/2026

0009 Option Period 1: Task 5.3.2 Updates

(Option Line Item)

Period of Performance: 08/30/2025 to 08/29/2026

0010 Option Period 1: Other Direct Costs (ODCs) for IT

Components

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

64 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 64

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

86615624R00007

(Option Line Item)

Period of Performance: 08/30/2025 to 08/29/2026

0011 Option Period 2: Task 5.2 Loan Comparison and

Underwriting Tool (HLCUT)

(Option Line Item)

Period of Performance: 08/30/2026 to 08/29/2027

0012 Option Period 2: Task 5.3.1 and 5.3.3 Support, Updates and Reporting

(Option Line Item)

Period of Performance: 08/30/2026 to 08/29/2027

0013 Option Period 2: Task 5.3.2 Updates

(Option Line Item)

Period of Performance: 08/30/2026 to 08/29/2027

0014 Option Period 2: Other Direct Costs (ODCs) for IT

Components

(Option Line Item)

Period of Performance: 08/30/2026 to 08/29/2027

0015 Option Period 3: Task 5.2 Loan Comparison and

Underwriting Tool (HLCUT)

(Option Line Item)

Period of Performance: 08/30/2027 to 08/29/2028

0016 Option Period 3: Task 5.3.1 and 5.3.3 Support and

Reporting

(Option Line Item)

Period of Performance: 08/30/2027 to 08/29/2028

0017 Option Period 3: Task 5.3.2 Updates

(Option Line Item)

Period of Performance: 08/30/2027 to 08/29/2028

0018 Option Period 3: Other Direct Costs (ODCs) for IT

Components

(Option Line Item)

Period of Performance: 08/30/2027 to 08/29/2028

0019 Option Period 4: Task 5.2 Loan Comparison and

Underwriting Tool

(Option Line Item)

Period of Performance: 08/30/2028 to 08/29/2029

0020 Option Period 4: Task 5.3.1 and 5.3.3 Support and

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

4 64

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

86615624R00007

Reporting

(Option Line Item)

Period of Performance: 08/30/2028 to 08/29/2029

0021 Option Period 4: Task 5.3.2 Updates

(Option Line Item)

Period of Performance: 08/30/2028 to 08/29/2029

0022 Option Period 4: Task 5.4 Transition Services

(Option Line Item)

Period of Performance: 08/30/2028 to 08/29/2029

0023 Option Period 4: Other Direct Costs (ODCs) for IT

Componets

(Option Line Item)

Period of Performance: 08/30/2028 to 08/29/2029

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

File details come from the government source that posted it. Updated .