DU100G-12-R-0007_000002.pdf

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE

PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment your desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NO. 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQ. NO. 5. PROJECT NO. (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION

NO.

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended, is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO.

IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

NSN 7540-01-152-8070

Previous edition unusable

000002

Paula P. Smith

The purpose of this amendment is to:

1. Update section B.7 CLIN 1003

2. Update NTE amounts in section B.13 Option Year 1, Option Year 2, and Six Month Extension.

3. Remove Materials CLINS under B.13 Six Month Extension period.

All changes are highlighted in yellow. Offerors are required to acknowledge any and all amendments per the directions on the amendment cover page (Standard Form 30).

US DEPARTMENT OF HUD

OFFICE OF THE CHIEF PROCUREMENT OFFICER

451 SEVENTH STREET SW, ROOM 5256

WASHINGTON DC 20410-1000

See Item 6

RCS-T-12-00039

DU100G-12-R-0007

1 9

12/20/2012

11/23/2012

DU100G-12-R-0007

000002

B.6 PRICE SCHEDULE: BASE PERIOD, CONTRACT YEARS 1 – 3

BASE PERIOD: FROM_________________________TO__________________________

(Contracting Officer will insert the dates at award)

Note: Each Contract Year is based on a 12 month calendar year.

PRICE SCHEDULE

Base Period

Line Item No.

Line Item Type

Description Estimated Quantity Unit

Unit Price Total Price

0001 FP Transition In (C.4.1) 5 MO $______ $_________

0002 FP Contract Services – Readiness to Perform (C.4.2) 36 MO $_____ $_________

0003 T&M Issuer Default Services – General (C.4.3)

36 MO $_____ NTE

$22,550,000

0004 FP Loan Servicing Operations, (C.4.4) See SubCLINS Below

LOT

Series A Standard Servicing, (C.4.4.1)

0004AA

0004AB

0004AC

0004AD

0004AE

0004AF

0004AG

0004AH

0004AI

0004AJ

Standard, Current LNS Standard, Current LNS Standard, Current LNS Standard, Current LNS

DQ2+ (30-58 Days) DQ3+ (60-89 Days) DQ4+ (120+ Days)

Bankruptcy Foreclosure

REO

1-49,999 50,000-99,999 100,000-149,999

150,000 + 2,000 1,000 2,300

5,000 2,000

Series B Special Servicing, (C.4.4.2)

0004BA

0004BB

0004BC

0004BD

0004BE

DQ2+ (30-58 Days) DQ3+ (60-89 Days) DQ4+ (120+ Days)

Bankruptcy Foreclosure

2,500 1,200 3,000 1,000 5,000

Series C HMBS, (C.4.4.3)

0004CA

0004CB

0004CC

0004CD

0004CE

0004CF

0004CG

0004CH

0004CI

0004CJ

Current LNS Current LNS Current LNS Current LNS

DQ2+ (60+ Days, +Frcl) DQ3+ (90+ Days, +Frcl)

DQ4+ (120+ Days, + Frcl Bankruptcy Foreclosure

REO

1-4,999 5,000-7,999 8,000-9,999

10,000 + 2,000 1,000 2,300

5,000 2,000

0005 T&M Asset Management- Reimbursables/T&M (C.4.5)

36 MO $____ NTE

$10,000,000

0006 T&M Legal Services (C.4.6) 36 MO $____ NTE $12,250,000

0007 T&M Analytical & Research Services (C.4.7)

36 MO $____ NTE $6,560,000

0008 FP Variable Default Costs OPTIONAL (C.4.8)

36 MO $______ $______

0009 FP Information Technology – Federal IT Security (C.4.9)

36 MO $______ $______

TOTAL PRICE FOR BASE PERIOD (CONTRACT YEARS 1-3) $

B.7 PRICE SCHEDULE: OPTION YEAR 1, CONTRACT YEAR 4

OPTION PERIOD 1: FROM_________________________TO________________________

(Contracting Officer will insert the dates at award)

Note: Each Contract Year is based on a 12 month calendar year.

PRICE SCHEDULE

Option Year 1

Line Item No.

Line Item Type

Description Estimated Quantity Unit

Unit Price Total Price

1002 FP Contract Services – Readiness to Perform (C.4.2) 12 MO $_____ $_________

1003 T&M Issuer Default Services – General (C.4.3)

12 MO $_____ NTE

$13,043,800

1004 FP Loan Servicing Operations, (C.4.4) See SubCLINS

Below

LOT

Series A Standard Servicing, (C.4.4.1)

1004AA

1004AB

1004AC

1004AD

1004AE

1004AF

1004AG

1004AH

1004AI

1004AJ

Standard, Current LNS Standard, Current LNS Standard, Current LNS Standard, Current LNS

DQ2+ (60+ Days, +Frcl) DQ3+ (90+ Days, +Frcl)

DQ4+ (120+ Days, + Frcl) Bankruptcy Foreclosure

REO

1-49,999 50,000-99,999 100,000-149,999

150,000 + 2,000 1,800 4,000

10,000 6,000

Series B Special Servicing, (C.4.4.2)

1004BA

1004BB

1004BC

1004BD

1004BE

DQ2+ (60+ Days, +Frcl) DQ3+ (90+ Days, +Frcl)

DQ4+ (120+ Days, + Frcl) Bankruptcy Foreclosure

3,000 1,100 18,000

8,000

Series C HMBS, (C.4.4.3)

1004CA

1004CB

1004CC

1004CD

1004CE

1004CF

1004CG

1004CH

1004CI

1004CJ

Current LNS Current LNS Current LNS Current LNS

DQ2+ (60+ Days, +Frcl) DQ3+ (90+ Days, +Frcl)

DQ4+ (120+ Days, + Frcl) Bankruptcy Foreclosure

REO

1-4,999 5,000-7,999 8,000-9,999

10,000 + 2,000 1,000 2,300

5,000 2,000

1005 T&M Asset Management- Reimbursables/T&M (C.4.5)

12 MO $____ NTE

$10,000,000

1006 T&M Legal Services (C.4.6) 12 MO $____ NTE $5,040,000

1007 T&M Analytical & Research Services (C.4.7)

12 MO $____ NTE

$2,027,500

1008 FP Variable Default Costs OPTIONAL (C.4.8)

12 MO. $____ $________

1009 FP Information Technology – Federal IT Security (C.4.9)

12 MO.

TOTAL PRICE FOR OPTION YEAR 1 (CONTRACT YEAR 4) $

B.8 PRICE SCHEDULE: OPTION PERIOD 2, CONTRACT YEAR 5

OPTION PERIOD 2: FROM_________________________TO____________________

(Contracting Officer will insert the dates at award)

Note: Each Contract Year is based on a 12 month calendar year.

PRICE SCHEDULE

Option Year 2

Line Item No.

Line Item Type

Description Estimated Quantity Unit

Unit Price Total Price

2002 FP Contract Services – Readiness to Perform (C.4.2) 12 MO. $_____ $_________

2003 T&M Issuer Default Services – General (C.4.3)

12 MO. $_____ NTE

$13,611,250

2004 FP Loan Servicing Operations, (C.4.4)

See SubCLINS Below

LOT

Series A Standard Servicing, (C.4.4.1)

2004AA

2004AB

2004AC

2004AD

2004AE

2004AF

2004AG

2004AH

2004AI

2004AJ

Standard, Current LNS Standard, Current LNS Standard, Current LNS Standard, Current LNS

DQ2+ (60+ Days, +Frcl) DQ3+ (90+ Days, +Frcl)

DQ4+ (120+ Days, + Frcl) Bankruptcy Foreclosure

REO

1-49,999 50,000-99,999

100,000 -149,999

150,000 + 2,000 1,800 4,000

10,000 6,000

Series B Special Servicing, (C.4.4.2)

2004BA

2004BB

2004BC

2004BD

2004BE

DQ2+ (60+ Days, +Frcl) DQ3+ (90+ Days, +Frcl)

DQ4+ (120+ Days, + Frcl) Bankruptcy

Foreclosure

3,000 1,100 18,000

8,000

Series C HMBS, (C.4.4.3)

2004CA

2004CB

2004CC

2004CD

Current LNS Current LNS Current LNS Current LNS

1-4,999 5,000-7,999 8,000-9,999

10,000 +

2004CE

2004CF

2004CG

2004CH

2004CI

2004CJ

DQ2+ (60+ Days, +Frcl) DQ3+ (90+ Days, +Frcl)

DQ4+ (120+ Days, + Frcl) Bankruptcy Foreclosure

REO

2,000 1,000 2,300

5,000 2,000

2005 T&M Asset Management- Reimbursables/T&M (C.4.5)

12 MO $______ NTE

$10,000,000

2006 T&M Legal Services (C.4.6) 12 MO $______ NTE $5,002,500

2007 T&M Analytical & Research Services (C.4.7)

12 MO $______ NTE 2,148,500

2008 FP Variable Default Costs

OPTIONAL (C.4.8)

12 MO $______ $________

2009 FP Information Technology – Federal IT Security (C.4.9)

12 MO $______ $______

TOTAL PRICE FOR OPTIONYEQAR 2 (CONTRACT YEAR 5) $

B.9 PRICE SCHEDULE: SIX (6) MONTH EXTENSION (OPTIONAL)

Six Month Extension: FROM_________________________TO____________________ (Contracting Officer will insert the dates at award)

Note: IAW 52.217-8 -- Option to Extend Services, the Contracting Officer may exercise this option by written notice to the Contractor.

PRICE SCHEDULE

SIX (6) MONTH EXTENSION OPTION

Line Item No.

Line Item Type

Description Estimated Quantity Unit

Unit Price Total Price

3002 FP Contract Services – Readiness to Perform (C.4.2) 6 MO. $_____ $________

3003 T&M Issuer Default Services – General (C.4.3)

6 MO. $_____ NTE

$6,805,000

3004 FP Loan Servicing Operations, (C.4.4)

See SubCLINS

Below

LOT

Series A Standard Servicing, (C.4.4.1)

3004AA

3004AB

3004AC

3004AD

3004AE

3004AF

3004AG

3004AH

3004AI

3004AJ

Standard, Current LNS Standard, Current LNS Standard, Current LNS Standard, Current LNS

DQ2+ (60+ Days, +Frcl) DQ3+ (90+ Days, +Frcl)

DQ4+ (120+ Days, + Frcl) Bankruptcy Foreclosure

REO

1-49,999 50,000-99,999 100,00-149,999

150,000 + 2,000 1,800 2,300

5,000 2,000

Series B Special Servicing, (C.4.4.2)

3004BA

3004BB

3004BC

DQ2+ (60+ Days, +Frcl) DQ3+ (90+ Days, +Frcl)

DQ4+ (120+ Days, + Frcl)

15,000 25,000 10,000

3004BD

3004BE

Bankruptcy Foreclosure

1,000 3,000

Series C HMBS, (C.4.4.3)

3004CA

3004CB

3004CC

3004CD

3004CE

3004CF

3004CG

3004CH

3004CI

3004CJ

Current LNS Current LNS Current LNS Current LNS

DQ2+ (60+ Days, +Frcl) DQ3+ (90+ Days, +Frcl)

DQ4+ (120+ Days, + Frcl) Bankruptcy Foreclosure

REO

1-4,999 5,000-7,999 8,000-9,999

10,000 +

3005 T&M Asset Management- Reimbursables/T&M (C.4.5)

6 MO. $____ NTE

$6,000,000

3006 T&M Legal Services (C.4.6) 6 MO. $____ NTE $3,167,500

3007 T&M Analytical & Research Services (C.4.7)

6 MO. $____

NTE $1,235,000

3008 FP Variable Default Costs

OPTIONAL (C.4.8)

6 MO. $____ $________

3009 FP Information Technology – Federal IT Security (C.4.9)

6 MO. $____ $________

TOTAL PRICE FOR SIX (6) MONTH EXTENSION OPTION $

B.10 TRANSITION OUT:

0X10 FP Transition Out (section C.4.10)

OPTIONAL CLIN

6 MO.

Transition – Out (TO) activities will occur at the end of the base period of performance, or at the end of the option periods.

B.11 PRICE SCHEDULE: SUMMARY

PRICE SUMMARY

Total Transition In and Base Period $

Total Option Period – One $

Total Option Period – Two $

Total Six Month Extension Option $

Transition Out Option $

GRAND TOTAL $

B.12 LABOR RATE TABLE FOR T&M LINE ITEMS

The offeror shall submit fully-loaded hourly labor rates for each labor category. Each fully-loaded labor rate consists of an unloaded labor rate, fringe benefits (if not included in applicable indirect costs), applicable indirect costs, applicable other direct costs, and profit amount. Cost elements included in the fully-loaded labor rates shall not be charged separately as a material or other direct cost at the task order level. At the request of either the Offeror or the Government, the Offeror may throughout the life of the contract propose additional labor categories, rates and descriptions in addition to the established labor categories, rates and descriptions that the Offeror believes will be required to support requirements of this contract.

B.13 LABOR CATEGORY/RATE TABLES FOR T&M LINE ITEMS

The following Labor Rate Table represents fully-loaded hourly labor rates for each skill classification. At the request of either the contractor or the Government, the contractor may throughout the life of the contract propose additional labor categories, rates and descriptions in addition to the established labor categories, rates and descriptions that the contractor believes will be required to support requirements of this contract. Note: Labor category titles are shown for example purposes only, and can be replaced by those utilized by the Offeror.

BASE PERIOD (CONTRACT YEARS 1 – 3)

LABOR CATEGORIES LOADED LABOR RATE ESTIMATED

HOURS

TOTAL COST

ISSUER DEFAULT SERVICES (section C.4.3) President/Vice President/1st VP $ 18,000 $ AVP/Manager Investor Accounting $ 38,000 $ Analytical Reporting Liaison $ 29,000 $ Leader/Supervisor $ 29,000 $ Portfolio Liaison $ 40,000 $ IT Programmers $ 38,000 $

TOTAL (NOT TO EXCEED) $22,550,000

LEGAL SERVICES (section C.4.6)

Senior Attorney $ 20,000 $ Paralegal $ 29,000 $ Staff Attorney $ 29,000 $

TOTAL (NOT TO EXCEED) $ 12,250,000

ANALYTICAL & RESEARCH SERVICES

(section C.4.7)

President/Vice President/1st VP $ 8,000 $ AVP/Manager Investor Accounting $ 16,000 $ Portfolio Liaison $ 30,000 $ IT Programmers $ 18,000 $

TOTAL, NOT TO EXCEED $6,560,000

OPTION YEAR 1 (CONTRACT YEAR 4)

LABOR CATEGORIES LOADED LABOR RATE ESTIMATED

HOURS

TOTAL COST

ISSUER DEFAULT SERVICES (section C.4.3) President/Vice President/1st VP $ 5,500 $ AVP/Manager Investor Accounting $ 9,880 $ Analytical Reporting Liaison $ 12,220 $ Leader/Supervisor $ 10,000 $ Portfolio Liaison $ 12,540 $ IT Programmers $ 12,000 $

TOTAL (NOT TO EXCEED) $13,043,800

LEGAL SERVICES (section C.4.6)

Senior Attorney $ 9,000 $ Paralegal $ 10,000 $

Staff Attorney $ 10,000 $

TOTAL (NOT TO EXCEED) $ 5,040,000

ANALYTICAL & RESEARCH SERVICES

(section C.4.7)

President/Vice President/1st VP $ 3,800 $ AVP/Manager Investor Accounting $ 5,100 $ Portfolio Liaison $ 5,100 $ IT Programmers $ 5,100 $

TOTAL (NOT TO EXCEED) $2,027,500

OPTION YEAR 2 (CONTRACT YEAR 5)

LABOR CATEGORIES LOADED LABOR RATE ESTIMATED

HOURS

TOTAL COST

ISSUER DEFAULT SERVICES (section C.4.3) President/Vice President/1st VP $ 5,250 $ AVP/Manager Investor Accounting $ 9,500 $ Analytical Reporting Liaison $ 12,000 $ Leader/Supervisor $ 11,000 $ Portfolio Liaison $ 12,500 $ IT Programmers $ 11,500 $

TOTAL (NOT TO EXCEED) $13,611,250

LEGAL SERVICES (section C.4.6)

Senior Attorney $ 8,500 $ Paralegal $ 9,500 $ Staff Attorney $ 9,500 $

TOTAL (NOT TO EXCEED) $5,002,500

ANALYTICAL & RESEARCH SERVICES

(section C.4.7) President/Vice President/1st VP $ 3,800 $ AVP/Manager Investor Accounting $ 5,100 $

Portfolio Liaison $ 5,100 $ IT Programmers $ 5,100 $

TOTAL (NOT TO EXCEED) $ 2,148,500

SIX (6) MONTH EXTENSION OPTION

LABOR CATEGORIES LOADED LABOR RATE ESTIMATED

HOURS

TOTAL COST

ISSUER DEFAULT SERVICES (section C.4.3) President/Vice President/1st VP $ 3,000 $ AVP/Manager Investor Accounting $ 5,000 $ Analytical Reporting Liaison $ 6,000 $ Leader/Supervisor $ 5,000 $ Portfolio Liaison $ 6,000 $ IT Programmers $ 5,000 $

TOTAL (NOT TO EXCEED) $6,805,000

LEGAL SERVICES (section C.4.6)

Senior Attorney $ 3,500 $ Paralegal $ 4,000 $ Staff Attorney $ 4,800 $

TOTAL (NOT TO EXCEED) $3,167,500

ANALYTICAL & RESEARCH SERVICES

(section C.4.7)

Vice President/1st VP $ 1,500 $ AVP/Manager Investor Accounting $ 2,500 $ Portfolio Liaison $ 5,000 $ IT Programmers $ 3,000 $

TOTAL (NOT TO EXCEED) $1,235,000