FY25-Recompete-NIC-MAP-SOW-04302024.pdf

Statement of Work

(SOW)

National Investment Center-MAP Data Service

(NIC-MAP)

04/30/2024

Statement of Work (SOW)

National Investment Center (NIC-MAP) – Senior Housing and Nursing Home Care

Vision Statement

The vision is for an on-line database service for the Office of Risk Management (Portfolio Analysis Division). The subscription provides unlimited on-line subscription access for users to the Senior Housing, Nursing Home Care, and Hospital forecast data.

1 General Information

The Office of Housing in the Department of Housing and Urban Development (HUD), is responsible for the risk assessment of FHA-insured Healthcare facilities, which include Nursing

Homes, Assisted Living, Board & Care, and Hospital facilities.

1.1 Introduction

The U.S. Department of Housing and Urban Development (HUD), the Office of Risk Management and Regulatory Affairs (ORMRA) is seeking contractor support to provide economic data needed to support an on-line subscription for Senior Housing, Nursing Home Care, and Hospital Facilities price forecast, demand and supply for Healthcare facilities, economic data, and mapping capabilities. This data access is needed to meet vital components of HUDs Strategic Plan with respect to a high level of accountability in the financial management of the FHA insurance programs. From an operational standpoint, such data are used for modeling and predicting FHA loan performance and for computing impacts of the FHA insurance programs and the Federal budget, and for designing risk-management tools.

The request is for a Base Period of one (1) year and Four (4) Option years.

The Office of Risk Management currently uses historical data and economic forecasts from an on-line economic data subscription:

o As the principal source of national and regional economic time series for the statutory mandate to protect the General Insurance/Special Risk Insurance (GI/SRI) funds. This provides an independent, respected, and reliable source of forecasts on senior care facility prices and interest rates for computing Liability for Loan Guarantee requirements (loss reserves).

o For analyzing the factors affecting FHAs Nursing Home and Hospital insured mortgage default and claim rates.

o For Healthcare risk assessment tools developed in this Office for use by the Office of Risk Management and the Healthcare program office staff in headquarters and field offices; and o As an industry recognized source for supply/demand of healthcare facilities data, and mapping capabilities enabling regional and market analysis for approving Healthcare facilities for insurance and analyzing distressed markets and properties, o As the principal source for mapping Healthcare facilities, this will enable the Office of Risk Management to analyze and present to FHA Executive Management maps describing the impact of natural disasters. These maps will help visualize which facilities are impacted by hurricanes, floods, tornados and other natural and economic disasters and assist Executive Managers to plan and direct resources to assist the impacted properties.

o For preparing ad-hoc analyses of economic trends and for the FHA Commissioner and HUD Secretary. Trends such as which properties were impacted by the dramatic fall in oil/gas prices which led to many oil wells being shut down in specific regions across the country which caused nearby properties to falter and claim with funds being paid out of the Gi/SRI funds.

1.2 Background

Apart from its involvement in single-family and multifamily risk assessment and risk scoring, the Portfolio Analysis Division (PAD), located in the Office of Risk Management and Regulatory Affairs (ORMRA) in the Office of Housing, is responsible for monitoring the performance of FHAs single family, multifamily, and healthcare programs. It prepares periodic reports to the FHA Commissioner on FHA business activities and oversees the statutorily mandated annual actuarial review of FHAs largest insurance fund. ORMRA is also responsible for assessing the financial impact on FHAs insurance funds of new or revised programs and policies and evaluating relationships between current economic and market conditions and FHA program goals and objectives.

Market reports of the inventory, supply, demand, occupancy rates, absorption rates and trends, new construction trends, facility conditions and other general market information are key economic drivers that may result in an FHA insured facility or multiple properties becoming obsolete or uncompetitive. Sales data and trends can impact the recovery rate upon the asset disposition of a claimed property.

There have been significant disparities among regions in both their price appreciation and subsequent price correction experiences. Therefore, the impact of the recent price correction on mortgage holders and insurers portfolios depends on their geographic profile. The geographic profile of the FHA Healthcare portfolio is much different than the geographic profile of the conventional mortgage portfolio since it insured relatively very few loans in states that experienced both significant price appreciation and correction. Because FHAs geographic risk profile of loans is so much different than the national distribution of loans not only being impacted by regional economic factors, but governmental policy shifts such as the reduction in

Medicaid payments to Nursing Home facilities that have caused widespread Nursing home failures and FHA insurance claims in Illinois.

FHA insured Healthcare properties do not operate in a vacuum. Market factors and nearby facilities will impact the creditworthiness of insured properties with the capability to define a primary and secondary market range around facilities, across state borders becoming an important tool for monitoring the condition of the existing portfolio, anticipating potential problem locations, reviewing underwriting standards in specific regions, and alerting Executive

FHA Management of losses that will have to be incurred in order to fulfill HUD’s mission analyzing the impact on the GI/SRI funds.

1.3 Constraints

The services identified in this SOW will adhere to the rules, regulations, laws, standards, and conventions identified by HUD as well as within the Federal Government.

1.4 Description of Services

This procurement is for on-line access to Senior Housing and Nursing Home Care Price Index forecast data by MSA for the Office of Risk Management. The subscription being requested provides unlimited on-line access for users to the economic forecast data with the parameters described below:

1. Search capabilities by address, city, county, state, zip code or latitude/longitude.

2. Radius and polygon search functionality

3. Inventory of existing stock within a targeted search location

4. Construction pipeline reporting across all phases – from planned to under construction.

5. Property-level characteristics, inclusive of unit mix.

6. Demographic data around properties or addresses.

7. Aggregated asking rate and occupancy data for your selected peer group.

8. Property-level sales transactions.

9. Hospitals by location.

10. 10+ years of market fundamentals data for primary metro markets

11. 9+ years for secondary metro markets

12. Historical time series data at the national, regional, metro and county levels.

13. Data cuts using property or community type classifications.

14. Visual depictions of market performance through exportable graphs and charts.

15. Metro market rankings by key indicators.

HUD has traditionally used national house price forecasts because regional house price forecasts have been unavailable. There are now two sources of house price forecasts that are available at the MSA-level (neither one of these provide Senior Housing and Nursing Home Care Data):

Core Logic Real Estate Solutions (CoreLogic) and Moody’s Analytics.

PART C: Software

No software provided or necessary Web site access only.

PART D: Passwords and Site Locations

The on-line database subscription will provide unlimited access to be shared by HUD

Headquarters and field users.

1.5 Non-Personal Services

The Government will neither supervise Contractor employees nor control the method by which the Contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual Contractor employees. It shall be the responsibility of the Contractor to manage its employees and to guard against any actions that are of the nature of personal services or give the perception of personal services.

If the Contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the Contractor's responsibility to notify the Contracting Officer (CO) immediately. These services shall not be used to perform work of a policy, decision making, or management nature, i.e. inherently Government functions. All decisions relative to programs supported by the Contactor shall be the sole responsibility of the Government.

1.6 Period of Performance

10/01/2025 through 9/30/2026 (Base) 10/01/2026 through 9/30/2027 (Option 1) 10/01/2027 through 9/30/2028 (Option 2) 10/01/2028 through 9/30/2029 (Option 3) 10/01/2029 through 9/30/2030 (Option 4)

1.7 Place of Performance

This is a web-based data subscription service. Access to the databases shall be from the user’s workstations.

1.8 Hours of Operation

The Contractor is responsible for providing services during business hours between 6:00am EST to 9:00pm EST., per day, 5 days per week, Monday thru Friday except for Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closing, or similar Government directed facility closings. The Government reserves the right to change hours of operation or restrict contractor access. Work outside of these daily hours is prohibited without Contracting Officer approval. Government agencies will not be available during scheduled holidays, inclement weather, weekends, and after duty hours.

The Contractor shall always maintain an adequate workforce for the uninterrupted performance of all tasks defined within the contract when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce is essential.

1.10 Post Award/Kickoff Conference

The Contractor shall attend any post award conference convened by the contracting activity or contract administration office in accordance with FAR Subpart 42.5. The Government intends to convene a Post Award Conference with the Contractor within ten business days after contract award. The Contracting Officer will notify the Contractor of the specific date, location, and agenda within five (7) business days after contract award.

1.11 Status Meetings

The Contracting Officer, Contracting Officer's Representative (COR) and other Government personnel, as appropriate may meet periodically with the Contractor to also review Contractor performance, requirement status, etc. At these meetings, the Contracting Officer will apprise the Contractor of how the Government views the Contractor's performance or progress of the requirement. The Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government. Post Award Conference and subsequent meetings may be held via teleconference.

1.12 Contractor Travel

Prior to travel, the Contractor shall coordinate with and receive Government authorization from the COR for all travel. Reimbursement of travel costs will be in accordance with the Federal Travel Regulation and in accordance with FAR 31.205-46. The Contractor shall travel using the lower cost mode transportation commensurate with the mission requirements. When necessary to use air travel, the Contractor shall use the tourist class, economy class or similar lodging accommodations to the extent they are available and commensurate with the mission requirements. HUD will not reimburse Contractor's local travel. Local travel is defined as travel within fifty (50) miles of Washington, DC. All other travel will be reimbursed on a cost reimbursable basis; no profit or fee will be paid.

2 Definitions and Acronyms

2.1 Definitions

Business/Workdays - Every official workday of the week which are between and including Monday to Friday. This does not include public holidays and weekends.

Calendar Day - Any day of the week.

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 into, 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 Officer's Representative (COR) - An employee of the U.S. Government appointed by the Contracting Officer to perform contract administration activities about 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, or 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.

Performance Requirements Summary (PRS) - A listing of the performance requirements under the contract that are to be evaluated by the Government on a regular basis, performance indicators for these requirements, performance standards for these requirement and surveillance methods to be used to determine if performance standards are met.

Performance Standard - The Contractor's performance level required by the Government.

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

Service Contract - A contract that directly engages the time and effort of a Contractor whose primary purpose is to perform an identifiable task rather than to furnish an end item of supply.

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 into in connection with 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 Week - Monday through Friday, unless specified otherwise.

2.2 Acronyms

AQL - Acceptable Quality Level ARAMS - Automated Renewal and Amendment System

BAA - Business Area Analysis Study

CBT - Computer-Based Training

CCB - Change Control Board

CCMB - Configuration Change Management Board

CMMI - Capability Maturity Model Integration

CFO - Office of the Chief Financial Officer of HUD

CFR - Code of Federal Regulations

CIO - Office of the Chief Information Officer of HUD

CO - Contracting Officer

COR - Contracting Officer Representative

COTS - Commercial Off-the-Shelf

CPO - Office of the Chief Procurement Officer of HUD

EST - Eastern Standard Time (U.S.)

ETC - Estimate to Completion

GAO - U.S. General Accounting Office

COR - Contracting Officer's Representative

HUD - U.S. Department of Housing and Urban Development

HUDAR - HUD Acquisition Regulation

HUD/ISG - Internet Services Group within the Telecom Processing Division

HUD Web - HUDs Intranet Web Site and related WEB pages.

IG - Inspector General (Office of)

IT - Information Technology

IV&V - Independent Validation and Verification

LOOCS - Line of Credit Control System

OCPO - Office of the Chief Procurement Officer

OIG - Office of Inspector General

OMB - Office of Management and Budget

PL Public Law

PM - Project Manager

POC - Point of Contact

PPM - Project Planning and Management

QA - Quality Assurance

QCP - Quality Control Plan

SF - Standard Form

TBD - To be determined

U.S.C - United States Code

3.1 Government Services

No Government services will be provided - Web access only.

3.2 Facilities

No facilities will be provided by the Government - Web access only.

3.3 Equipment

No Government equipment will be provided - Web access only.

3.4 Materials

No Government materials will be provided - Web access only.

3.5 Quality Assurance (QA)

The Government shall evaluate the Contractor's performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable quality level.

4 Contractor-Furnished Items and Services

The Contractor shall furnish, all facilities, equipment, and supplies required to perform the work under this contract that are not listed under Government-Furnished Property and Services.

4.1 Facilities

N/A

4.2 Equipment

N/A

4.3 Material

Access to Databases via Web Interface accessible 24/5 from award date.

4.4 Contractor Responsibilities

The Contractor shall only conduct business with designated Government personnel listed as points of contact (POCs). Names of authorized personnel shall be provided to the Contractor by the Government, in writing, and updated as necessary throughout the contract period.

U.S. Government records, copies of original results and reports, verified original data, corrected data and corrected supporting final reports which are maintained by the Contractor remain the property of the U.S. Government. These files/results must be surrendered to the COR.

4.5 Contractor Personnel

The Contractor shall provide a Contract/Project Manager who shall be responsible for the performance of work. An alternate shall also be designated to act in the absence of the Contract/Project Manager. These Contractor personnel (main point of contact and alternate point of contact) are considered Key Personnel by the Government and shall be listed as such in accordance with HUDAR 2452.237-70, "Key Personnel.

The Contract/Project Manager and alternate shall have full authority to act on all contact matters relating to daily operations of this contract. Accordingly, at a minimum, the points of contact shall have the technical knowledge of the requirement and be in the position to actually receive assignment, guidance, and direction from the COR's and CO per HUDAR 2452.237-73, "Conduct of Work and Technical Guidance" and shall be allocated enough hours to the requirement to ensure successful performance.

These points of contact shall each be an employee of the Contractor. An employee of a subcontractor is not acceptable for either of these positions. The Contract/Project Manager or alternate shall be available between the hours of 9:00am to 5:00pm Monday through Friday EST, except Federal Holidays or when the Government facility is closed for administrative reasons.

4.7 Quality Control

The Contractor shall establish and maintain a complete quality control program that shall ensure services are performed in accordance with this contract. The Contractor shall develop and implement procedures to identify, prevent, and ensure non- reoccurrence of defective services.

The Contractor's quality control program is the means by which he assures himself that his work complies with the requirements of the contract. The Contractor shall provide the associated Quality Control Plan to the Government as directed.

4.7.1 Quality Control Plan

The Contractor shall develop, maintain, enforce, and document a Quality Control Plan (QCP).

The QCP shall ensure the Government receives the level of quality that is consistent with the requirements specified in this contract. The QCP shall be sufficiently detailed to provide the Contractor's methodology for identifying and recruiting qualified personnel. The QCP shall also provide the Contractor's methodology for resolving problems identified by the Government during reviews. The QCP shall also provide the Contractor's methodology for establishing an internal feedback system for support personnel, and for resolving problems identified by that feedback system. The QCP shall demonstrate and validate that the services or deliverables to be provided under the contract are completed with a level of quality that meets the minimum performance threshold. The QCP shall address Quality Management Approach, Quality Assurance, Quality Control and Quality Standards.

5 Specific Tasks

5.1 Task A: Provide Senior Housing, Nursing Home Care and Hospital forecast database and support for on-line subscription users

5.1.1 Company Overview: Data access and information in an analytical context.

5.1.2 Economic data on-line subscription Support: Available Monday – Friday.

6 Deliverables

The Contractor shall complete all work and submit all deliverables as specified herein. The Government reserves the right to make changes to delivery dates.

Access to Data Daily Updates

Access to Databases via Web Interface Accessible 24/5 from award date

Number Name Frequency Quantity

A001 24/5 access to the databases via web interface.

IAW

Contract

The Contractor's QCP shall be delivered to the COR within 30 days after contract award. The QCP shall be submitted to the COR within 7 business days when changes are made thereafter.

After acceptance of the QCP, the Contractor shall receive the Contracting Officer's acceptance in writing of any proposed change to its quality control system.

6.2 Acceptance Criteria

24/5 access to the databases via web interface.

7. Related Documents

The Contractor shall abide by all applicable regulations, publications, manuals, policies, and procedures in the performance of this contract.