CARMAC 2023 (Moodys) 10.27.2023.pdf

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Attached to
Commercial and Residential Mortgage and Climate (CARMAC) Data Subscription
Solicitation number
HUD-H-2023-066
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About this file

This justification and approval document requests the use of other than full and open competition to acquire a commercial and residential mortgage and climate data subscription from Moody's Analytics CRE. The Department of Housing and Urban Development would acquire this subscription for $3,372,592.55 under the statutory exception of only one responsible source being available to satisfy the agency's requirements. The contracting officer would obtain additional approvals based on the anticipated cost. The related federal contract opportunity is a limited/sole source justification solicitation from HUD seeking the specified mortgage and climate data subscription.

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Justification for Other Than Full and Open Competition

J&A Log Control # 24-02 U.S. Department of Housing and Urban Development

Office of the Chief Procurement Officer

PART 1 - PROGRAM OFFICE RECOMMENDATION

I recommend the use of other than full and open competition for the acquisition of [describe services or supplies]

Commercial and Residential Mortgage and Climate (CARMAC) Data Subscription Negotiations should be conducted with the following source(s) only [provide names, addresses and points of contact; continue on separate sheets as needed]: Company: Moody’s Analytics CRE, 121 N Walnut St #500, West Chester, PA 19380, Brian Tuck 646-947-1122

The estimated cost of this acquisition is: $ $3,372,592.55

The statutory exception which allows this use of other than full and open competition is [select one]:

Only one responsible source and no other supplies or services will satisfy agency requirements - 41 USC 3304 (a)(1) (see FAR 6.302-1)

Unusual and compelling urgency - 41 USC 3304 (a)(2) (see FAR 6.302-2)

Industrial mobilization; engineering, developmental or research capability; or expert services - 41 USC 3304 (a)(3) (see FAR 6.302-3)

Authorized or required by statute - 41 USC 3304 (a)(5) (see FAR 6.302-5)

Public interest (NOTE: requires Secretarial approval and Congressional Notification) - 41 USC 3304 (a)(7) (see FAR 6.302- 7)

A description of the circumstances that support the use of the above statutory authority is attached and included as Exhibit 1 to this justification.

Previous edition unusable Page 1 of 2 form HUD-24012 (12/2020)

Signature: Date: Name:

Brenda K. Lee

Program Office Certification. I certify that the information contained in this justification is accurate and complete to the best my knowledge and belief.

Head of Program Office [name] Vance T. Morris

Title/Name of Office:

Associate General Deputy Assistant Secretary for Housing, H

Signature: Date: For additional information contact:

Tiffany B. Gunthorpe, Risk Services Director, ORMRA, HA

PART 2 - CONTRACTING OFFICER REVIEW AND CERTIFICATION

Provide additional justification and comments here. Continue on back as needed.

Contracting Officer Certification.

I certify that the information contained in this justification is accurate and complete to the best of my knowledge and belief.

Digitally signed by: BRENDA

LEE

DN: CN = BRENDA LEE C = US

O = U.S. Government OU = Department of Housing and Urban Development Date: 2023.10.27 17:52:16 - 04'00'

BREND

A LEE

Up to $750,000 - Contracting Officer Name Title

Signature Date

$750,000 to $15,000,000 - Competition Advocate Title

Chief Procurement Officer/HCA Name Jimmy Fleming-Scott Signature Date

$15,000,000 to $75,000,000 - Head of the Contracting Activity Name Title

Signature Date

Over $75,000,000 - Senior Procurement Executive Name Title

Signature Date

Additional Contracting Officer justification/comments from front [attach additional pages if needed]

Additional Guidance for Completing the Justification (see HUD Handbook 2210.3, Chapter 4)

PART 2 - Contracting Officer Review and Certification

Besides any information provided to support the program office's justification, the Contracting Officer shall provide:

Documented results of any Federal Business Opportuity notices or explanation of why no notice was published.

A statement of actions the Department may take to remove barriers to competition for subsequent acquisitions of similar services / supplies; and

A determination that the anticipated cost / price is fair and reasonable. (See FAR Subpart 6.3 for further guidance.)

The Contracting Officer signing the certification shall be the same individual who will sign the proposed acquisition action which is the subject of this justification.

PART 3 - Other Approvals The Contracting Officer shall obtain the approval for the dollar value ranges indicated.

If any person required to sign in these blocks disapproves this justification, he/she shall return it to the requesting activity with a written determination.

The requesting activity may obtain the name of the "Contracting Activity Competition Advocate" from the cognizant contracting office.

The "Head of Contracting Activity" is defined at Subpart 2402.1 of the HUD Acquisition Regulation (48 CFR Chapter 24). The cognizant contracting office may also provide the name of this individual.

PART 1 - Program Office Recommendation

The supporting documentation in the Exhibit 1 must describe:

The nature of the proposed acquisition that requires other than full and open competition;

The unique qualifications of any proposed sole source; and

The market research conducted (see FAR Part 10) and the results or the reason(s) why market research was not conducted.

The cost estimate must include all costs of the proposed acquisition, e.g., options, systems life costs, etc. The total will determine the approval level needed (see 3 below).

FAR Subpart 6.3 describes the statutory exceptions, their applicability and limitations on their use.

"Head of the Program Office" means:

For all Headquarters acquisitions: the cognizant Assistant

Secretary or designee.

For field acquisitions: the program office director (e.g., Director, Multifamily Housing) within the State or Area Office.

Previous edition unusable Page 2 of 2 form HUD-24012 (12/2020)

PART 3 - OTHER APPROVALS

10/27/2023

2023-10-27T17:57:09-0400
JIMMY FLEMING-SCOTT

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