Attachment 3 -Price Schedule.docx

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

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This document is an Attachment 3 - Price Schedule for Solicitation No. 86615624R00007, which is for the Department of Housing and Urban Development's (HUD) requirement to develop and maintain a HECM Loan Comparison and Underwriting Tool (HLCUT) for Home Equity Conversion Mortgage (HECM) roster counselors.

The price schedule outlines the specific tasks and associated fixed-price monthly costs for the base year (09/30/2024 - 09/29/2025) and four option years (09/30/2025 - 09/29/2026, 09/30/2026 - 09/29/2027, 09/30/2027 - 09/29/2028, 09/30/2028 - 09/29/2029). The tasks include project management, developing and maintaining the HLCUT, providing support and reporting, making updates, and transition services. The pricing also includes a not-to-exceed amount for other direct costs for IT components. The total estimated value for the base year and all four option years is provided.

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Other files

File Type Posted
SF 1449 Solicitation.pdf PDF
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 5 - Sample Labor Category_Hours Breakdown Worksheet without Rates.xlsx XLSX spreadsheet
Show all 13

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Attachment 3 Price Schedule Solicitation No. 86615624R00007 Attachment 0003 – Price Schedule

Item #
Description
Type
Qty
Unit
Unit Price
Net Amount
0001
Task 5.1 Project Management Plan (Base)
FFP
12
Monthly
$
$
0002
Task 5.2 Loan Comparison and Underwriting Tool (Base Year)
FFP
12
Monthly
$
$
0003
Task 5.3.1 and 5.3.3 Support and Reporting (Base)
FFP
12
Monthly
$
$
0004
Task 5.3.2 Updates (Base)
FFP
12
Monthly
$
$
0005
Task 5.4 Transition Services (Base)
FFP
12
Monthly
$
$
0006
NTE Other Direct Costs for IT Components LIN (Base)
FFP
12
Monthly
$
$30,000.00
Base Total (09/30/2024 – 09/29/2025)
$
Item #
Description
Type
Qty
Unit
Unit Price
Net Amount
0007
Task 5.2 Loan Comparison and Underwriting Tool (Option Year 1)
FFP
12
Monthly
$
$
0008
Task 5.3.1 and 5.3.3 Support and Reporting (Option Year 1)
FFP
12
Monthly
$
$
0009
Task 5.3.2 Updates (Option Year 1)
FFP
12
Monthly
$
$
0010
NTE Other Direct Costs for IT Components LIN (Option Year 1)
FFP
12
Monthly
$
$20,000.00
Option 1 Total (09/30/2025 – 09/29/2026)
$
Item #
Description
Type
Qty
Unit
Unit Price
Net Amount
0011
Task 5.2 Loan Comparison and Underwriting Tool (Option Year 2)
FFP
12
Monthly
$
$
0012
Tasks 5.3.1 and 5.3.3 Support, Updates, and Reporting (Option Year 2)
FFP
12
Monthly
$
$
0013
Task 5.3.2 Updates (Option Year 2)
FFP
12
Monthly
$
$
0014
NTE Other Direct Costs for IT Components LIN (Option Year 2)
FFP
12
Monthly
$
$20,000.00
Option 2 Total (09/30/2026 – 09/29/2027)
$
Item #
Description
Type
Qty
Unit
Unit Price
Net Amount
0015
Task 5.2 Loan Comparison and Underwriting Tool (Option Year 3)
FFP
12
Monthly
$
$
0016
Task 5.3.1 and 5.3.3 Support and Reporting (Option Year 3)
FFP
12
Monthly
$
$
0017
Task 5.3.2 Updates (Option Year 3)
FFP
12
Monthly
$
$
0018
NTE Other Direct Costs for IT Components LIN (Option Year 3)
FFP
12
Monthly
$
$20,000.00
Option 3 Total (09/30/2027 – 09/29/2028)
$
Item #
Description
Type
Qty
Unit
Unit Price
Net Amount
0019
Task 5.2 Loan Comparison and Underwriting Tool (Option Year 4)
FFP
12
Monthly
$
$
0020
Task 5.3.1 and 5.3.3 Support and Reporting (Option Year 4)
FFP
12
Monthly
$
$
0021
Task 5.3.2 Updates (Option Year 4)
FFP
12
Monthly
$
$
0022
Task 5.4 Transition Services (Option Year 4)
FFP
12
Monthly
$
$
0023
NTE Other Direct Costs for IT Components LIN(Option Year 4)
FFP
12
Monthly
$
$20,000.00
Option 4 Total (09/30/2028 – 09/29/2029)
$
Grand Total (Base and All Options)
$

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