Attachment 0003 - Sample Price Breakdown Worksheet with Rates.xlsx

XLSX spreadsheet 38 KB Posted

Attached to
Section 232 Loan Underwriting and Closing Services Federal contract opportunity
Solicitation number
86615622R00004
Issued by
Department of Housing and Urban Development

About this file

This document includes a price breakdown worksheet and sample rates for a federal contract opportunity to provide Section 232 loan underwriting and closing services. The opportunity is a competitive 8(a) small business set-aside issued by the Department of Housing and Urban Development. Services required include loan underwriting due diligence, loan closing, post-closing administration, and regular and ad hoc reporting for HUD's Healthcare Office. The base period of performance is one year from September 2022 through September 2023, with four one-year option periods. Pricing is fixed unit rate by labor category and task. The price breakdown worksheet provides sample hourly rates by prime contractor and subcontractor labor categories for the base and each option period. Questions are due by July 20, 2022 and proposals are due August 3, 2022.

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Other files for this federal contract opportunity

Other files attached to Section 232 Loan Underwriting and Closing Services, newest first.
File Type Posted
Attachment 0005 - Past Performance Information_Chart.docx DOCX document
Attachment 0001 - PWS Revised.doc DOC document
Attachment 0004 - Sample Labor Categ_Hrs Breakdown Worksheet wo_Rates.xlsx XLSX spreadsheet
Attachment 0002 - Price Rate Schedule Revised.xlsx XLSX spreadsheet
Amendment 86615622R00004 0001.pdf PDF
Attachment 0003 - Sample Price Breakdown Worksheet with Rates Revised.xlsx XLSX spreadsheet
Attachment 0006 - Past Performance Survey.docx DOCX document
Attachment 0004 - Past Performance Information_Chart.docx DOCX document
Attachment 0002 - Price Rate Schedule.xlsx XLSX spreadsheet
Attachment 0001 - Performance Work Statement.doc DOC document
Attachment 0005 - Past Performance Survey.docx DOCX document
RFP 86615622R00004.pdf PDF
Show all 12

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Base

Attachment 0003_Solicitation 86615622R00004_232 Loan Underwriting and Closing
Base Period: 12 Months
LIN 0001 - Loan Underwriting Due Diligence for 232/223(f) Healthcare Program (PWS 5.1) - Base
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Total Labor$ 950.00
LIN 0002 -Loan Underwriting Due Diligence for 232/223(a)7 Healthcare Program (PWS 5.1) - Base
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Total Labor$ 962.50
LIN 0003 - Loan Closing for 232/223(f) Healthcare Program (PWS 5.2) - Base
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Total Labor$ 975.00
LIN 0004 - Loan Closing for 232/223(a)7 Healthcare Program (PWS 5.2) - Base
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Total Labor$ 987.50
LIN 0005 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(f) Healthcare Program (PWS 5.3) - Base
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Total Labor$ 1,000.00
LIN 0006 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(a)7 Healthcare Program (PWS 5.3) - Base
Labor Category:Prime or SubAVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
LIN 0007 - Regular Reports for Healthcare Office (PWS 5.4) - Base
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
LIN 0008 - Ad Hoc Reports for Healthcare Office (PWS 5.4) - Base
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50

Task: 0009 - Transition Support (30 Days Transition In) (PWS 5.5) - Base (Not applicable, if Incumbent Contractor)

Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
Base Total$ 8,925.00
*This list will be used to understand the contractor's methodology.
**Round to 2 decimal places (example: $201,750.50).

Sample Price Breakdown Worksheet &"-,Bold"With Rates Attachment 001

Option 1

Attachment 0004_Solicitation 86615622R00004_232 Loan Underwriting and Closing
Option Period 1: 12 Months
LIN 0010 - Loan Underwriting Due Diligence for 232/223(f) Healthcare Program (PWS 5.1) - Option 1
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Total Labor$ 950.00
LIN 0011 -Loan Underwriting Due Diligence for 232/223(a)7 Healthcare Program (PWS 5.1) - Option 1
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Total Labor$ 962.50
LIN 0012 - Loan Closing for 232/223(f) Healthcare Program (PWS 5.2) - Option 1
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Total Labor$ 975.00
LIN 0013 - Loan Closing for 232/223(a)7 Healthcare Program (PWS 5.2) - Option 1
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Total Labor$ 987.50
LIN 0014 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(f) Healthcare Program (PWS 5.3) - Option 1
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Total Labor$ 1,000.00
LIN 0015 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(a)7 Healthcare Program (PWS 5.3) - Option 1
Labor Category:Prime or SubAVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
LIN 0016 - Regular Reports for Healthcare Office (PWS 5.4) - Option 1
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
LIN 0017 - Ad Hoc Reports for Healthcare Office (PWS 5.4) - Option 1
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
Option 1 Total$ 7,912.50
*This list will be used to understand the contractor's methodology.
**Round to 2 decimal places (example: $201,750.50).

&"-,Bold"With Rates Attachment 001

Option 2

Attachment 0004_Solicitation 86615622R00004_232 Loan Underwriting and Closing
Option Period 2: 12 Months
LIN 0018 - Loan Underwriting Due Diligence for 232/223(f) Healthcare Program (PWS 5.1) - Option 2
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Total Labor$ 950.00
LIN 0019 -Loan Underwriting Due Diligence for 232/223(a)7 Healthcare Program (PWS 5.1) - Option 2
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Total Labor$ 962.50
LIN 0020 - Loan Closing for 232/223(f) Healthcare Program (PWS 5.2) - Option 2
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Total Labor$ 975.00
LIN 0021 - Loan Closing for 232/223(a)7 Healthcare Program (PWS 5.2) - Option 2
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Total Labor$ 987.50
LIN 0022 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(f) Healthcare Program (PWS 5.3) - Option 2
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Total Labor$ 1,000.00
LIN 0023 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(a)7 Healthcare Program (PWS 5.3) - Option 2
Labor Category:Prime or SubAVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
LIN 0024 - Regular Reports for Healthcare Office (PWS 5.4) - Option 2
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
LIN 0025 - Ad Hoc Reports for Healthcare Office (PWS 5.4) - Option 2
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
Option 2 Total$ 7,912.50
*This list will be used to understand the contractor's methodology.
**Round to 2 decimal places (example: $201,750.50).

&"-,Bold"With Rates Attachment 001

Option 3

Attachment 0004_Solicitation 86615622R00004_232 Loan Underwriting and Closing
Option Period 3: 12 Months
LIN 0026 - Loan Underwriting Due Diligence for 232/223(f) Healthcare Program (PWS 5.1) - Option 3
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Total Labor$ 950.00
LIN 0027 -Loan Underwriting Due Diligence for 232/223(a)7 Healthcare Program (PWS 5.1) - Option 3
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Total Labor$ 962.50
LIN 0028 - Loan Closing for 232/223(f) Healthcare Program (PWS 5.2) - Option 3
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Total Labor$ 975.00
LIN 0029 - Loan Closing for 232/223(a)7 Healthcare Program (PWS 5.2) - Option 3
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Total Labor$ 987.50
LIN 0030 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(f) Healthcare Program (PWS 5.3) - Option 3
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Total Labor$ 1,000.00
LIN 0031 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(a)7 Healthcare Program (PWS 5.3) - Option 3
Labor Category:Prime or SubAVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
LIN 0032 - Regular Reports for Healthcare Office (PWS 5.4) - Option 3
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
LIN 0033 - Ad Hoc Reports for Healthcare Office (PWS 5.4) - Option 3
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
Option 3 Total$ 7,912.50
*This list will be used to understand the contractor's methodology.
**Round to 2 decimal places (example: $201,750.50).

&"-,Bold"With Rates Attachment 001

Option 4

Attachment 0004_Solicitation 86615622R00004_232 Loan Underwriting and Closing
Option Period 4: 12 Months
LIN 0034 - Loan Underwriting Due Diligence for 232/223(f) Healthcare Program (PWS 5.1) - Option 4
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.0025$ 475.00
$ - 0
$ - 0
$ - 0
Total Labor$ 950.00
LIN 0035 -Loan Underwriting Due Diligence for 232/223(a)7 Healthcare Program (PWS 5.1) - Option 4
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.2525$ 481.25
$ - 0
$ - 0
$ - 0
Total Labor$ 962.50
LIN 0036 - Loan Closing for 232/223(f) Healthcare Program (PWS 5.2) - Option 4
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.5025$ 487.50
$ - 0
$ - 0
$ - 0
Total Labor$ 975.00
LIN 0037 - Loan Closing for 232/223(a)7 Healthcare Program (PWS 5.2) - Option 4
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 19.7525$ 493.75
$ - 0
$ - 0
$ - 0
Total Labor$ 987.50
LIN 0038 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(f) Healthcare Program (PWS 5.3) - Option 4
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.0025$ 500.00
$ - 0
$ - 0
$ - 0
Total Labor$ 1,000.00
LIN 0039 - Monitoring after Loan Closing/Post-Loan Closing Administration for 232/223(a)7 Healthcare Program (PWS 5.3) - Option 4
Labor Category:Prime or SubAVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
LIN 0040 - Regular Reports for Healthcare Office (PWS 5.4) - Option 4
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Year
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
LIN 0041 - Ad Hoc Reports for Healthcare Office (PWS 5.4) - Option 4
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
LIN 0042 - Transition Support (60 Days Transition Out) (PWS 5.5) - Option 4
Labor Category:Prime or SubHourly RateVolume/HoursTotal Per Job
Example - Program ManagerPrime$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Example - Conference ManagerSubcontractor$ 20.2525$ 506.25
$ - 0
$ - 0
$ - 0
Total Labor$ 1,012.50
Option 4 Total$ 8,925.00
*This list will be used to understand the contractor's methodology.
**Round to 2 decimal places (example: $201,750.50).

&"-,Bold"With Rates Attachment 001

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