Sources_Sought_Doc_Final.pdf

RFI REQUESTING SOURCES SOUGHT AND CAPABILITY STATEMENTS for

HECM Client Budget and Resource Identity Tool (CBRIT)

THIS IS A SOURCES SOUGHT NOTICE ONLY. This is not a request for offers, quotes or proposals. This notice does not represent a commitment by the Government to issue a solicitation or award a contract. This is a market research tool only to determine the capability of potential sources.

The Department of Housing and Urban Development (HUD) is contemplating establishing a contract under NAICS Code(s) 541611, Administrative Management Consulting Services and the Small Business Standard is $15 million, PSC Code R710, Support-Management-Financial for Home Equity Conversion Mortgage (HECM) Client Budget and Resource Identity Tool

(CBRIT) and is issuing this Request for Information (RFI) in order to solicit responses from capable sources and capability statements to ensure sufficient competition exists to meet the

Government’s requirements. Firms should be unrestricted Contractors/ Participants.

Please review the draft performance work statement (PWS) and provide your feedback to

Danielle Boseman (CS) at danielle.e.boseman@hud.gov. Please call Danielle Boseman at

(202) 402-7316 if there are questions.

This is an RFI regarding the capabilities for a HECM CBRIT, an online tool for HECM Roster

Counselors with secure online access. The online tool shall be 508-compliant. The online tool shall provide HECM Counselors with specific information on a senior Client's financial, living circumstances and life-style. In addition, it shall include a review and an analysis of Federal, State, and Local programs and benefits available to individual Clients to assist Counselors in providing counseling services that meet all HUD counseling requirements. This Client information is critical in the preparation for a complete and thorough HECM counseling session.

The online tool shall link to other HECM Counselor HUD designated required online tools, currently the Reverse Mortgage Analyst online tool provided by Ibis Software solutions or any subsequent HUD designated HECM loan calculation online tools.

This is a non-personal services contract to provide support services for an existing HECM

CBRIT online tool. The Government will not exercise any supervision or control over the contract service provider(s) performing the services herein. Such contract service provider(s) shall be accountable solely to the Contractor who, in turn is responsible to the Government.

The tool shall have the ability to be linked with other designated HECM online tools. The existing tool shall be available in both English and Spanish.

BACKGROUND

The Office of Housing Counseling (OHC) is responsible for the administration and oversight of the Department of Housing and Urban Development’s (HUD) Housing Counseling Program.

Section 255 of the National Housing Act (12 U.S.C. 1715z-20) (NHA) authorized HUD to insure reverse mortgages, referred to as Home Equity Conversion Mortgages (HECMs), which can be used by senior homeowners, age 62 and older, to convert the equity in their homes to monthly streams of income or a line of credit to be accessed as needed.

The contract shall include provision of an existing web-based online interview tool that provide

HECM Roster Counselors with Client financial, budget, living circumstance, and lifestyle

HECM eligible Clients critical in evaluating and advising senior Clients regarding HECM mortgages.

DEFINITIONS

Contractor A supplier or vendor awarded a contract to provide specific supplies or service to the Government. The term used in this contract refers to the prime.

Contracting Officer (CO) A person with authority to enter, administer, and/or terminate contracts and make related determinations and findings on behalf of the Government. Note: the only individual who can legally bind the Government.

Contracting Officers Representative (COR) An employee of the U.S. Government appointed by the Contracting Officer to perform contract administration activities regarding technical issues. This individual has authority to provide technical direction to the Contractor if direction is within the scope of the contract, does not constitute a change and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

Defective Service A service output that does not meet the standard of performance associated with the Performance Work Statement.

Deliverable Anything that can be physically delivered but may include non-manufactured things such as meeting minutes or reports.

Government Furnished Property (GFP) Government-furnished property means property in the possession of, directly acquired by, the Government and subsequently furnished to the

Contractor for performance of a contract. Government-furnished property includes, but is not limited to, spares and property furnished for repair, maintenance, overhaul, or modification.

Government-furnished property also includes contractor-acquired property if the contractor-acquired property is a deliverable under a cost contract when accepted by the Government for continued use under the contract.

Home Equity Conversion Mortgage (HECM) FHA insured reverse mortgage product that permits clients to access equity in their primary residence within program guidelines.

Key Personnel Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel clause. When key personnel are used as an evaluation factor in best value procurement, offerors can be rejected if they do not have firm commitments from the persons that are listed in the proposal.

Performance Work Statement (PWS) A statement of work for performance-based acquisitions that describe the required results in clear, specific and objective terms with measurable outcomes.

Physical Security - Actions that prevent the loss or damage of Government property.

Quality Assurance (QA) - Policies and procedures adopted by the Government to ensure that supplies and services acquired under Government contracts conform to the contracts quality requirements.

Quality Assurance Surveillance Plan (QASP) - A plan describing how the agency shall survey, observe, test, sample, evaluate and document the contractor’s performance in meeting critical performance standards identified in the contract.

Quality Control (QC) - All necessary measures taken by the Contractor to assure that the quality of a product of service shall meet contract requirements.

Subcontractor - Any person, other than the prime Contractor, who offers to furnish or furnishes any supplies, material, equipment, or services of any kind under a prime contract or a subcontract entered about such prime contract, and any person who offers to furnish or furnishes general supplies to the prime contractor or a higher tier subcontractor. The Government does not have privity of contract with a subcontractor.

Work Day - The number of hours per day the Contractor provides services in accordance with the contract.

Work Week - Monday through Friday, unless specified otherwise.

GENERAL DESCRIPTION OF WORK

The Contractor shall provide an existing web-based online interview tool that provide HECM

Roster Counselors with financial, budget, current life circumstance and lifestyle in a standardized format that HECM eligible Clients critical in evaluateing and advising senior

Clients regarding HECM mortgages.

The online tool shall also include a component that reviews Federal, State, and Local programs and benefits available to individual Clients, and include, when, where and how to apply for benefits the Client my be eligible for counseling requirements.

CONTEMPLATED REPORT REQUIREMENTS

(1) Monthly Report to the COR regarding volume by Counselor and agency, with analysis of trends.

(2) Quarterly Report analyzing the existing online tools for consistency with current HECM program changes.

CONTEMPLATED MAGNITUDE OF THE PROJECT

$3M to $5M

CONTEMPLATED PLACE OF PERFORMANCE

Contractor’s Facility

RESPONSE REQUESTED

Unrestricted Contractors/ Participants are encouraged to respond.

This synopsis is a market research tool being used to determine the availability and capability of potential sources prior to determining the method of acquisition and whether the Government will proceed with this acquisition. The Government will not pay for any information solicited.

If a contract is ultimately pursued, responses to this synopsis will be used to aid in determining whether the acquisition is set-aside for small business or in establishing small business subcontracting goals. All qualified firms are encouraged to respond.

The capability statement shall address, at a minimum, the following for the past three years:

1. Name and address of company and or companies (if there is a teaming arrangement or joint venture);

2. Technical expertise relevant to the requirement;

3. Technical approach relevant of the requirement (1 to 2 paragraphs);

4. Management approach relevant to the requirement (1 to 2 paragraph);

5. Corporate experience relevant to the requirement (1 to 2 paragraph);

6. Indicate if you are a small business or any other socio-economic categories that apply to your firm under the designated NAICS code;

7. Whether you have had unequal access to any information relevant to the acquisition that could provide an unfair competitive advantage;

8. Relevant past performance. Your capability statement needs to include a list of three customers (Government/non-Government) within the past three (3) years highlighting similar work in nature, scope, complexity, and difficulty and a brief description of the scope of work. Your submission for relevant past performance must include for each customer:

• Contract name;

• Contracting Agency or Department, POC and contact information;

• Yearly contract value (in $$);

• Whether your firm was the prime or a subcontractor;

• Period of performance;

• Description of work and how it relates to the requirements;

• Demonstrated experience with housing counseling.

Interested firms responding to this market survey must provide a capability statement demonstrating their experience, skills and capability to fulfill the Governments requirements for the above. The capability statement shall be in sufficient enough detail, but not exceed 6 pages

TOTAL, so that the Government can determine the experience and capability of your firm to provide the requirements above. Please specify one primary and one alternate Point of Contact

(POC) within your firm, including telephone numbers and email addresses in case clarifications of your submission are needed.

Only electronic copies of capability statements will be accepted and should be emailed to:

danielle.e.boseman@hud.gov. The e-mail shall contain the following subject line: Response to

Sources Sought Notice – HECM Client Budget and Resource Identity Tool (CBRIT)

The Government may use the responses received to determine whether to proceed with the acquisition as a set-aside, or in the absence of at least two small business responses to this notice, may determine to proceed with a full and open competition. This decision and whether to proceed with the acquisition, is at the sole discretion of the Government. All interested contractors should submit their capability statements by Friday, December 21, 2018 by 5:00 PM

Eastern Daylight Time, Attention: Danielle Boseman. Late responses will not be considered.