Att_005_-BSP_-Prod_Demo_Script_04-09-14_Final.xlsx
XLSX spreadsheet 24 KB Posted
- Attached to
- US Department of HUD Business Service Provider (BSP) for Single-Family Asset Management (SFAM)
- Solicitation number
- DU100H-14-R-0002
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Attachment005.Functionaldemochart
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| File | Type | Posted |
|---|---|---|
| Amendment004.DU100H14R0002.pdf | ||
| DU100H14R0002.Amend3.pdf | ||
| DU100H14R0002Amend2.ninepages.docx | DOCX document | |
| SF30.DU100H14R0002.amend2.pdf | ||
| DU100H-14-R-0002.AMEND0001.062314.DC.doc | DOC document | |
| SF30.DU100H14R0002.pdf | ||
| Attachment_003.PastPerf.BSP.pdf | ||
| Attachment002.QASP.doc | DOC document | |
| PWS_Attachments_05-27-14.zipx | ZIPX file | |
| DU100H-14-R-0002.06-11.dmc.doc | DOC document | |
| Att_006_-_SB_Participation_Plan.doc.0605.doc | DOC document | |
| Att_004_-_Past_Performance_Survey.docx | DOCX document |
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Sheet1
| HUD's REO Case Management System |
| Product Demonstration Script |
1 Please demonstrate your products' ability to manage a case throughout the entire REO process (from a deliquent loan status until the property associated with that loan is sold and reconciled) High
| 2 | Please demonstrate your products' ability to maintain information security protocals by performing the following requirements | High |
| - Manage user access through password encrypted user access screen | High | |
| - Functionality to restrict access to information that is specific to target users | High | |
| - Functionality to support the allowance of specific function as required by the roles of vendors in the SFDP | High | |
| - Ability to allow for customized access to targeted information by specialized user levels | High |
| 3 | Please demonstrate your products' ability to complete, generate, review, route, print, and save/upload to case records commonly used REO forms and documents; such as the forms and sources identified below. Perform the highlighted and any one additional requirement | High |
| - Automatically perform the aforementioned abilities for most common HUD Dispostion Forms to include HUD-1, HUD-50012, HPIR, Property Inspection Forms, etc | High | |
| - Automatically perform the aforementioned abilities for most common HUD Dispostion Documents necessary for Vendor to Industry, Vendor to Vendor, Vendor to HUD, and Vendor to Public communication (such as Preliminary Intent to Reconvey) | High | |
| - Ability to creates and add new automated forms and documents for automated completion with the ability to insert them into the SFDP where required | High | |
| - Demonstrates ability to electronically populate data fields for case records based on automated completion of forms and documents | High | |
| - Demonstrates ability to electronically populate data fields for case records based on paper completion and subsquent upload of forms and documents | High | |
| - Enable forms and documents to be reviewed in real-time, routed electronically, and printed or saved to various sources, such as Adobe PDF or MS Word. | High |
| 4 | Please demonstrate your product's ability to perform the requirements of the Conveyance Module by performing the highlighted requirement and any one additional requirement identified in each subsection. | |
| Ability to Perform Activities Associated with Preconveyance | High | |
| - Ability for Industry participants to submit, track, and manage requests for extensions | High | |
| - Ability for Industry participants to submit and provide information and photo documentation supporting requests for Overallowables and other specialized property requests related to the condition of the property prior to conveyance acceptance | High | |
| - Ability for the Vendor and Industry participant to communicate regarding the status and decision preconveyance activity requests and provide for an automated update of case records | High | |
| - Ability to notify Industry Participant, Vendor, and HUD of an appeal via an automated mechanism. | High | |
| - Ability to allow attachments or associated supporting electronic documentation | High | |
| Ability to Perform Activities Associated with Reconveyance | High | |
| - Abilty to collect, record, track, and maintain the data necessary to manage the reconveyance process | High | |
| - Abilty to collect, record, track, and maintain the data necessary to manage the resulting outcomes (such as claim payment recoveries or demands for reimbursement) due to delays or failures of the vendor or industry participants. | High | |
| Ability to Perform Activities Associated with Claim Review | High | |
| - Ability to perform a review of claims forms submitted by the industry and verify accuracy, completeness, and acceptance | High | |
| - Abilty to manage a title review and acceptance process | High | |
| General Conveyance Module Activities | High | |
| - Provides for a Notification System that alerts Related parties if conveyance module related actions not performed timely or correctly | High | |
| - Ability to perform Ad hoc case level and batch level reporting for each activity associated with the procedures associated with the Conveyance Module | High |
| 5 | Please demonstrate your product's ability to perform the requirements of the Acquisition Module by performing the highlighted requirement and any one additional requirement identified below in this section | |
| Ability to Perform Activities Associated with Acquisition | High | |
| - Ability to designate REO properties to specific vendors | High | |
| - Ability to automatically identify target property specifics and special case identifiers for improved vendor assigment and special purchasing programs | High |
| 6 | Please demonstrate your product's ability to perform the requirements of the Property Services Module by performing the highlighted requirements and any one additional requirement identified in each subsection. | |
| Property Inspections | High | |
| - Ability to capture the results of various inspection types required by Vendors | High | |
| - Ability to track and report the performance results and findings of various inspection types required by Vendors | High | |
| Environmental Compliance | High | |
| - Ability to capture and maintain information related to environmental condition and the associated services order as a result | High | |
| Vandalism | High | |
| - Ability to capture and maintain information related to Vandalism and the associated services order as a result | High | |
| Rental or Occupancy Status | High | |
| - Ability to capture and maintain information related to Rental or Occupancy Status and the associated services order as a result | High | |
| Homeowners Associations (HOA) | High | |
| - Ability to capture and maintain information related to HOA contact and management of the associated payment information | High | |
| Property Tax Requirements | High | |
| - Ability to capture and maintain information related to property charge authorities and management of the associated payment information | High | |
| General Property Service Module Activities | High | |
| - Provides for a Notification System that alerts Related parties if Property Service Module related actions not performed timely or correctly | High | |
| - Ability to perform Ad hoc case level and batch level reporting for each activity associated with the procedures associated with the Property Service Module | High |
| 7 | Please demonstrate your product's ability to perform the requirements of the Work Order Notification module by performing the highlighted requirement and any one additional requirement identified in each subsection. | |
| Work Order Notification - Awareness, Review, and Approval | High | |
| - Provides for a mechanism to ensure Work Orders will be approved, completed, and validated | High | |
| - Ability to attach or associate supporting electronic documentation and photographs at request and completion. | High | |
| - Automatically validate completeness of requests prior to assessing for approval | High | |
| - Ability to track dates and parties associated with the notifcation and completion of Work Orders | High | |
| General Work Order Notification Module Activities | High | |
| - Provides for a Notification System that alerts Related parties if Work Order Notification Module related actions not performed timely or correctly | High | |
| - Ability to perform Ad hoc case level and batch level reporting for each activity associated with the procedures associated with the Work Order Notification Module | High |
| 8 | Please demonstrate your product's ability to perform the requirements of the Transmittal Invoice Module by performing the highlighted requirement and any one additional requirement identified below in this section | |
| Activities and Identifiers Associated with Transmittal Request and Payments | High | |
| - Provide for a process that allows vendors to create transmittals for their specific expenses incurred for REO properties in their portfolio | High | |
| - Provides for an automated method to track, manage, and monitor Transmittal reviews and approval historically and in real-time | High | |
| - Demonstrates ability to sync, receive, and distribute financial records with other systems as required | High | |
| General Transmittal Module Activities | High | |
| - Provides for a Notification System that alerts Related parties if Transmittal Module related actions not performed timely or correctly | High | |
| - Ability to perform Ad hoc case level and batch level reporting for each activity associated with the procedures associated with the Transmittal Module | High |
| 9 | Please demonstrate your product's ability to perform the requirements of the Communications Module by performing the highlighted requirement and any one additional requirement identified below in this section | |
| Activities Associated with Communication Module | High | |
| - Ability to utilize and track emails for the increased efficiency of REO procedures. | High | |
| - Ability to track and update communication logs for all activities associated with the SFDP that requires communication between entitites | High | |
| - Ability for Vendors and HUD to provide and access case notes regarding the functions and procedures required by the SFDP | High | |
| General Communication Module Activities | High | |
| - Provides for a Notification System that alerts Related parties if Communication Module related actions not performed timely or correctly | High | |
| - Ability to perform Ad hoc case level and batch level reporting for each activity associated with the procedures associated with the Communication Module | High |
| 10 | Please demonstrate your product's ability to perform the requirements of the Property Dispostion Module by performing the highlighted requirement and any one additional requirement identified below in this section | |
| Property Disposition | High | |
| - Ability to identify cases that are removed from being listed due to specialized identifiers | High | |
| - Ability to cancel, monitor, manage, and track canceled dispositions | High | |
| - Ability to specify the commission split between Selling and Listing Agent for a property | High | |
| - Ability to add identifiers to a property for marketing purposes and programs | High | |
| - Provides for an automated process to allow a Vendor to perform price changes for a listiing or change listing strategy | High | |
| - Provides for calculations that identify price and time limits and thresholds | High | |
| - Provides for analysis of property characteristics for automated targeting to disposition programs | High | |
| Valuations | High | |
| - Ability to capture and maintain information related to establishing a valuation on a property (Appraisal, BPO, AVM, etc.) | High | |
| - Ability to capture and maintain information related to repairs identified at required and repairs completed | High | |
| - Ability to analyze provided valuation data and present notifications when questionable valuations, list prices, and sales occur | High | |
| - Ability to analyze provided repair data and present notifications when questionable repairs are documented as required or requested | High | |
| Marketing/Sales Methods | High | |
| - Ability to capture and maintain information related to marketing history and methods for each REO property | High | |
| - Ability to certify, identify, track, and manage Vendors available for dispostion acitivities | ||
| Sales Contract | High | |
| - Ability to capture, maintain, and edit information related to the Sales Contract | High | |
| - Ability to track and monitor sales transaction by purchase and property characteristics | High | |
| - Ability to analyze Sales transaction data against prior sales data to determine questionable sales activity | High | |
| HUD-1 Settlement Data | High | |
| - Ability to capture, maintain, and edit information related to HUD-1 and management of all settlement requirements and information | High | |
| - Provide for an automated analysis of HUD-1 and Settlement Information to identify questionable cases and reconciliation discrepancies | High | |
| General Property Disposition Module Activities | High | |
| - Provides for a Notification System that alerts Related parties if Property Disposition Module related actions not performed timely or correctly | High | |
| - Ability to perform Ad hoc case level and batch level reporting for each activity associated with the procedures associated with the Property Disposition Module | High |
| 11 | Please demonstrate your product's ability to perform the requirements of the Listing Services Module by performing the highlighted requirement and any one additional requirement identified below in this section | |
| HUD REO Home Listing and Electronic Bid Site | High | |
| - Provides for a site that allows for the required listing controls as required by the SFDP process and can complete all required functionality to supports the listing and sales of REO properties to the public | High | |
| - Demonstrated ability to conduct, track, monitor, and manage robust bid/offer/sale management process in accordance to HUD guidelines | High | |
| Listing Site/Broker Registration | High | |
| - Provides for a process to allow Registry and Certication of Vendors associated with Property Listing and Disposition Activities | High | |
| - Provides for a protection that only registered vendors can access the required functionality of the bid/offer/sale management process | High | |
| - Provides for a process where the public can provide feedback about HUD's vendors and experiences during the bid/offer/sale management process | High | |
| Electronic Signatures | High | |
| - Provides for a process which allows electronic signatures to be utilized when executing a REO sales contract and related addenda | High | |
| - Electronic signature capability complies with all requirements of the ESIGN Act | High | |
| General Listing Services Module Activities | High | |
| - Provides for a Notification System that alerts Related parties if Listing Seervice Module related actions not performed timely or correctly | High | |
| - Ability to perform Ad hoc case level and batch level reporting for each activity associated with the procedures associated with the Listing Service Module | High |
| 12 | Please demonstrate your product's ability to perform the requirements of the Portal Module by performing the highlighted requirement and any one additional requirement identified below in this section | |
| Demonstrates Targeted Access and Information Requirements | High | |
| - Demonstrates the ability for a vendor to have targeted access to specific functions and capabilities | High | |
| - Demonstrates the ability of the vendor to only receive and input information related to their specific function | High |
| 13 | Please demonstrate your products' ability to assess and display REO Vendor performance and enforce contracting performance controls | |
| Vendor Performance Reports | High | |
| - Demonstrates ability to generate vendor performance data relative to their REO purpose and portfolio | High | |
| - Provides for the automated calculation and distribution of a scorecard associated with Vendor performance | High | |
| Portfolio Performance Reports | High | |
| - Demonstrates ability to generate reports based on data associated with the performance of the REO portfolio by procedure, time, geography, property valuation tiers, vendors, etc. | High | |
| - Demonstrates the ability to provide automated analysis to identify and maintain a historical record of REO portfolio performance trends | High |
| 14 | Please demonstrate your products' ability to meet Data Fix and Enhancement capabilities in a timely fashion. | |
| Data Fixes: | High | |
| - Demonstrates ability to perform back-end database correction fo an error that is not correctable by the User on a collection of cases simulataneously | High | |
| - Demonstrates ability to perform back-end database correction fo an error that is not correctable by the User on a case level basis | High | |
| Product Enhancements | High | |
| - Create customized workflows by authorized users for property disposition activities requiring special, non-standard processes. | High | |
| - Demonstrates the ability and/or procedure to include a new data field | High | |
| - Demonstrates the ability and/or procedure to modify the data set used in a report | High |
| 15 | Please demonstrate your products ability to perform the highlighted Data Reporting and Anayltical Support requirement; and any one function identified in the Reporting - Dashboard category below. | ||
| General Reporting Requirements | High | ||
| - Demonstrates functionality to allow users to generat unschedudled standard and management reports reports that would support operational, executive, cyclical, and ad-hoc reporting. | High | ||
| - Ability to provide for Ad Hoc reporting and Business Intelligence that will allow end users flexibility in creating “on-demand” reports without the aid of programming and technical staff. | High | ||
| - Ability to enable reports to be viewed on-line, automatically routed to email recipients, printed for delivery, or exported to various sources (PDF, Excel, Word, and CSV) | |||
| and MS Office files. Tabular reports may be exported to various sources such as MS Excel. | High | ||
| - Ability to access large reports (greater than 30 MB per excel) in a timely manner that does not affect system functionality or availability to other users | High | ||
| - Ability to support User Access SQL Functionality | High | ||
| Reporting - Dashboard | High | ||
| - Provides support for regularly updated reports readily avaiable for distribution | High | ||
| - Ability to include User run ad-hoc reports to reporting dashboard | High | ||
| - Ability for the user to suggest automated analysis/or obtain history of regularly update reports | High |
| 16 | Please demonstrate your products interface functionality by performing one requirement in each of the following categories. | |
| System Interface - Information for Vendor Management | High | |
| - Ability to receive, store, display, and distribute accurate case level financial disbursement and collections information (Extension Fees, Property Charges, Earnest Money, Contractor Invoices and Transmittlas, Settlement funds, etc) per vendor paid for each case | High | |
| - Ability to receive, store, display, and distribute accurate case level financial disbursement and collections information per vendor paid in a specific georgraphical area and over a specific time period | High | |
| - Abilty to receive, store, display and distribute accurate case level financial disbursement and collections information per vendor paid over a specific time period | High | |
| System Interface - Information for Case Management | High | |
| - Ability to receive, store, display, and distribute accurate case level information related to the delinquent loan associated with the property and property characteristics | High | |
| - Ability to perform analysis of case level information received to identify cases for automated system alerts and/or provide notification for customized procedures | High | |
| System Interface - Information for Property Marketing Activities | High | |
| - Ability to perform an automated sync of case level property information updated in the provided method with website housing property marketing information to the public | High | |
| - Ability to populate case level information in the provided method with information received from the website housing property marketing information | Low | |
| - Ability to receive, store, and distribute the acceptance and communication of public questions from the website housing property marketing information | Low | |
| System Interface - Other | ||
| - Ability to receive daily or monthly batch files and populate designated fields with correct information | High | |
| - Ability to distribute daily or monthly batch files in various file types for population of data fields in other systems | High | |
| - Functionality to validate all incoming and outgoing data exchanges | High | |
| - Available functionality to interface with new electronic systems | High |
17 Please demonstrate the innovative and useful functionality of your product that may be useful in increasing the effectiveness and efficiency of HUD's Single Family Disposition Process (SFDP) High
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