S23 Solicitation 86615625Q00007 Amend 0001.pdf

(x)

86615625Q00007 x x

1 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-NPH

451 SEVENTH STREET SW

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

09/16/20250001

3 1

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

08/29/2025

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.)

Industry Data & Credit Analysis Services

The purpose of this amendment:

1. Attach the Q&A and the solicitation in SAM.

2. Extending Q&A date to Tues, 09/23/25 12pm Est.

3. Extending proposal due date to Weds, 10/01/25 12pm Est.

Period of Performance: 05/06/2026 to 05/05/2027

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)

MARIE A. NIESTRATH

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 .

Attachment 1 Solicitation 86615625Q00007, A00001

(242) Industry Data and Credit Analysis

Questions and Answers

Q1 Is there an overarching Solicitation that should perhaps accompany this notice? We don’t see one attached in SAM.gov, and so whilst we do see a 2024 SOW, it’s not clear what HUD expects by way of a fully performing and compliant response package.

A1 Solicitation 86615625Q00007 should have seven (7) documents. An Amendment will be issued to attach Solicitation 86615625Q00007.

Q2 Attachment 2 – Labor Category. This seems like an unusual ask, in the context of the solution being a web based COTS subscription item. Please would you clarify your Office’s expectations with respect to the relevance of this sheet in the context of the above referenced solicitation?

A2 The difference is Attachment 2 is a table for quantity of labor hours. Attachment 3 is table for cost for the labor hours.

Q3 Attachment 3 – Price Breakdown. Similar to above, the Pricing matrix feels at odds with a COTS subscription. Please confirm that the correct spreadsheet has been uploaded to SAM, and if so, please advise how best for us to provide our pricing since our Solution doesn’t naturally fit within the parameters provided.

A3 The difference is Attachment 2 is a table for quantity of labor hours. Attachment 3 is table for cost for the labor hours.

Q4 Attachment 4 - Past Performance. The criteria included on this form appears to be away from the 1.2 Scope described in the Statement of work:

Attachment 4: “______ is pursuing a HUD bid that seeks to conduct research to:

1) contextualize Missing Middle Housing, 2) describe financing of these developments, and 3) document the policy levers available to local, state, and federal governments to spur development and increase the affordability of this housing type. The work includes conducting a literature scan, convening an expert panel, and developing case studies through in-person interviews.”

Vs,.

SOW 1.2 Scope: “The purpose of this action is to purchase a commercially available subscription located on the contractor’s platform. The subscription service shall provide online reports and materials covering the American healthcare sector. This will include, but is not limited to, rating agency reports, sector commentary, benchmarks, and industry outlooks. The subscription shall allow 30 HUD users to download reports with for analytical purposes.

Please advise what HUD’s expectations are with respect to this particular deliverable therefore. May we choose to provide Attachment 5 – Past

Attachment 1 Solicitation 86615625Q00007, A00001

(242) Industry Data and Credit Analysis

Questions and Answers

Performance instead, that being more applicable to our solution offering? Or does HUD require that we furnish Attachment 4 too. Please advise.

A4 An updated Attachment 4 – Past Performance Survey is uploaded as part of Amendment A00001. Both Attachments 4 and 5 are required to respond to the Evaluation Factor Past Performance.

Q5 Attachment 6 NDA. As incumbent, are we still expected to provide the attached NDA?

And, if an additional / renewed NDA is a requirement, may Moody’s put forward our own version of agreement for HUD’s consideration in lieu of the form provided?

A5 Yes, Attachment 6 is required because this is a Solicitation for a new Contract.

Q6 In what format do you prefer the data feeds to be delivered (e.g., API, FTP)?

A6 HUD can accept the data in a variety of formats. Data via API, FTP, or XLS files would suffice. Most information related to this solicitation would be expected to be in individual reports.

Q7 What specific early warning indicators (e.g., probability of default) are you interested in for assessing credit deterioration? Are there particular thresholds or benchmarks that you would like to monitor?

A7 Probability of default and loss given default would be key indicators of interest.

Q8 How do you plan to utilize the early warning indicators in your decision-making processes? Are there specific scenarios or analyses where these indicators will be critical?

A8 See A7.

Q9 Is there is an incumbent contractor currently providing these services? If so, could you share any insights on their performance or the reasons for seeking a new proposal?

A9 Yes, the current contract ends in 2026 that is the reason for a new solicitation for Industry Data and Credit Analysis services.

Q10

A10

Q11

A11