DU100R-15-R-0001-000002_-_FBO_-_FINAL_-_Amend_2.pdf

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 11 of 83

B.5 Prices

a. The total fixed price of this contract is $TBD at award.

b. Upon delivery and acceptance of the item(s) described in the PWS and identified in the schedule of charges below, the Government shall pay to the Contractor the unit price(s) set forth below:

B.6 Schedule of Supplies or Services

BASE PERIOD

No. Description Estimated

Qty.

Unit Unit Price Amount

0001 Base Period – Task 1 - Transition In and administrative loan agent fee to manage MF Mortgage Loan Portfolio

2400 Each $ $

0002 Base Period – Task 2 – Administrative new loan set-up/take-down

100 Each $ $

0003 Base Period – Task 3 - Notes Servicing

0004 Base Period – Task 4 – Property Disposition Portfolio

Support - Property Management Services

1,500 EA $ $

0005 Base Period – Task 4 – Property Disposition Portfolio

Support - Relocation Services

1,510 EA $ $

0006 Base Period – Task 4 – Property Disposition Portfolio

Support - Sales Services

2,000 EA $ $

0007 Base Period – Task 5 – Uniform Commercial Code

(UCC) Fees

NTE $90,000.00

0008 Base Period – Task 6 – Document Retention and

Storage

1 Lot $ $

0009 Base Period – Travel

NTE $25,000.00

Base Period Total Fixed Price

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 12 of 83

OPTION PERIOD 1

No. Description Estimated

Qty.

Unit Unit Price Amount

0010 Option Period 1 – Task 2 – Administrative new loan set-up/take-down

0011 Option Period 1 – Task 3 - Notes Servicing

0012 Option Period 1 – Task 4 – Property Disposition

Portfolio Support - Property Management Services

1,500 Each $ $

0013 Option Period 1 – Task 4 – Property Disposition

Portfolio Support - Relocation Services

1,510 Each $ $

0014 Option Period 1 – Task 4 – Property Disposition

Portfolio Support - Sales Services

2,000 Each $ $

0015 Option Period 1 – Task 5 – Uniform Commercial Code

0016 Option Period 1 – Task 6 – Document Retention and

0017 Option Period 1 – Travel

Option Period 1 Total Fixed Price

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 13 of 83

OPTION PERIOD 2

No. Description Estimated

Qty.

Unit Unit Price Amount

0018 Option Period 2 – Task 2 – Administrative new loan

0019 Option Period 2 – Task 3 - Notes Servicing

0020 Option Period 2 – Task 4 – Property Disposition

0021 Base Period 2 – Task 4 – Property Disposition

0022 Base Period 2 – Task 4 – Property Disposition

0023 Option Period 2 – Task 5 – Uniform Commercial Code

0024 Option Period 2 – Task 6 – Document Retention and

0025 Option Period 2 – Travel

Option Period 2 Total Fixed Price

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 14 of 83

OPTION PERIOD 3

No. Description Estimated

Qty.

Unit Unit Price Amount

0026 Option Period 3 – Task 2 – Administrative new loan

0027 Option Period 3 – Task 3 - Notes Servicing

0028 Option Period 3 – Task 4 – Property Disposition

0029 Option Period 3 – Task 4 – Property Disposition

0030 Option Period 3 – Task 4 – Property Disposition

0031 Option Period 3 – Task 5 – Uniform Commercial Code

0032 Option Period 3 – Task 6 – Document Retention and

0033 Option Period 3 – Travel

Option Period 3 Total Fixed Price

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 15 of 83

OPTION PERIOD 4

No. Description Estimated

Qty.

Unit Unit Price Amount

0034 Option Period 4 – Task 2 – Administrative new loan

0035 Option Period 4 – Task 3 - Notes Servicing

0036 Option Period 4 – Task 4 – Property Disposition

0037 Option Period 4 – Task 4 – Property Disposition

0038 Option Period 4 – Task 4 – Property Disposition

0039 Option Period 4 – Task 5 – Uniform Commercial Code

0040 Option Period 4 – Task 6 – Document Retention and

0041 Option Period 4 – Travel

NTE 25,000.00

0042 Option Period 4 – Task 9 – Transition Out

Option Period 4 Total Fixed Price

B.7 Pricing Schedules

The pricing sheet for the Fixed Price line items are incorporated in Attachment B - Pricing Sheet.

The Fixed Price line items under this contract, the applicable unit price for each fixed price line item shall be the unit price for the time period in which the services are estimated to be performed. The price(s) specified in the Fixed Price tasks under this contract are fixed and not subject to adjustment.

The Government may purchase up to the estimated quantities for the Fixed Price line items.

Contract Line Item Number (CLIN) 0007 is a cost-reimbursable CLIN to pay fees levied by state, county, and/or local municipalities for the filing of Uniform Commercial Code (UCC) for each applicable loan. CLIN 0007 is reimbursement for the UCC fess only. The tracking and filing services for the UCC fees shall be priced out in the per loan price for Tasks 2-4.

The travel line item for CLIN 0009 is a NOT TO EXCEED value of $25,000.00 for travel to be reimburse on actual cost in accordance with the Federal Travel Regulation. All offers will bid that amount for CLIN 0009.

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 17 of 83

(1) Signed Standard Form 1449;

(2) Submission of proposed prices fixed price line item as required by Section B and

Attachment B Pricing Sheet of this RFP;

(3) Completion of the "Representations, Certifications, and Other Statements of

Offerors" in Section C;

(4) Offerors should not assume that the Contracting Officer will independently obtain information necessary to evaluate the Offeror’s proposal, and should therefore supply all information required by this RFP for the evaluation of its proposal. The Offeror’s failure to provide the information required could result in rejection of the proposal.

(5) Proposals shall be submitted in two parts, Technical Part I and Cost/Business Part

II. Each of the parts must be complete in itself so that evaluation of each part may be conducted independently, and so that the technical part may be evaluated strictly on its own merit.

B.9.2 NAICS Code and Size Standard

Note: The following information is to be used by the Offeror in preparing its Representations and

Certifications (See Section C of this RFP), specifically in completing the provision entitled, Small

Business Program Representations, FAR Clause 52.219-1.

1. The North American Industry Classification System (NAICS) code for this acquisition is

522390 - Other Activities Related to Credit Intermediation.

2. The small business size standard is $20.5M.

3. The Offerors must be qualified and provide proof under the NAICS code and size standard as a Small Business to be considered for award.

B.9.3 Pre-Proposal Conference

Pre-Proposal Conference – MF Mortgage Loan Servicing Requirement

Date: September 18, 2015

Check-in Time: 8:00 AM. – 9:00 PM

Briefing/Q&A: 9:00 AM – 1:00 PM

Networking: 1:00 PM – 2:00 PM

Time: 9:00 AM – 2:00 PM

Location: U.S. Department of Housing and Urban Development

451 7th Street, SW

1st Floor Brooke Mondale Auditorium Suite A&B

Washington, DC 20410

Attendance: Vendors will have the option of attending the Pre-proposal conference in person.

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 19 of 83

September 22, 2015, additional questions regarding the solicitation (including the pre-proposal conference).

**Offerors shall thoroughly read this RFP in its entirety and ensure timely submittal of questions by the designated date and time above as this timeline will be strictly enforced and no further questions will be accepted after this time.**

When submitting questions and comments, please refer to the specific text of the RFP in the following format:

Subject: RFP No. DU100R-15-R-0001

Reference: RFP Section ___, Paragraph(s) ___, Page(s) ___.

Pertinent questions will be answered via amendment and provided to all Offerors on the Internet at www.fbo.gov. HUD will not attribute the questions to the submitting Offerors, but the text of the questions and answers may be available to the general public.

B.9.5 Solicitation Copies and Enclosures

An electronic copy of the solicitation and related documents will be available via the Internet at:

www.fbo.gov. It shall be the responsibility of the firm to reproduce additional copies for its use.

B.9.6 Amendments to Proposal

If required, changes to the proposal by the Offeror shall be accomplished by amended page(s).

Changes from the original page shall be indicated by a vertical line, adjacent to the change, on the outside page margin. The Offeror shall include the date of the amendment on the lower right hand edge of the page.

B.9.7 Exclusion of Late Proposal

Offerors are advised of the late proposal exclusion provision. Responses to the RFP must be received NO LATER THAN 2:00 PM EST on November 2, 2015 to be considered. Any Proposals received after the date and time will NOT be considered.

B.9.8 Preparation Costs

This RFP does not commit the Government to pay for the preparation and submission of a proposal.

B.9.9 Subcontractors

If subcontractors are proposed, please include a commitment letter from the subcontractor detailing:

a) Willingness to perform as a subcontractor for specific duties (list duties).

b) What priority the work will be given and how it will relate to other work.

http://www.fbo.gov/ http://www.fbo.gov/

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 20 of 83

c) The amount of time and facilities available to this project.

d) The prime contractor must do at least 50% of the work.

e) A complete price proposal in the same format as the Offeror's price proposal.

B.9.10 Selection of Offerors

a. The technical evaluation panel will evaluate each proposal in strict conformity with the evaluation criteria of the RFP (Section B.10), utilizing adjectival ratings and written critiques.

b. The business proposal will be subject to a price analysis. The Contracting Officer may request clarifying information from an Offeror.

c. The Government does not intend to hold discussions. However, the Government reserves the right to hold discussions at the sole discretion of the Contracting Officer. Therefore, all proposal submissions should contain the Offeror’s best terms from a technical/management and price.

d. If the Government decides to conduct discussions, a competitive range consisting of only the most highly rated proposals will be established. The competitive range shall be established prior to conducing any discussions with Offeror’s. The Government intends to evaluate proposals and award a contract with Offerors whose proposals have been determined to be within the competitive range. If the Contracting Officer determines that the number of proposals that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, the Contracting Officer may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition among the most highly rated proposals

B.9.11 Technical and Business Proposal Submission

Proposals submitted in response to this RFP will be received the following manner:

A. Paper Submission: The paper copy shall be the official copy for recording timely receipt of proposals.

B. SUBMISSION OF PROPOSAL BY FAXED OR E-MAIL IS NOT ACCEPTABLE.

C. The information requested below must be placed in sealed envelopes clearly marked on the outside with the following information:

RFP Number DU100R-15-R-0001

“To Be Opened BY Authorized Government Personnel Only”

D. Hand Delivery or Express Service or If Using U.S. Postal Services

Hard Copy and CD ROM go to:

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 21 of 83

U. S. Department of Housing and Urban Development

Office of the Chief Procurement Officer

451 7 th

Street, Room 5256

Washington, DC S.W. 20410

Attention: Tamara P. Williams

Note: The Government is not responsible for picking up any mail at a local post office.

E. Number of Copies

The proposals shall be three-hole punched and provided in three-ring binders. The accompanying Compact Disks shall be inserted into the original copy of each proposal volume.

Proposals;

Documents Number of Copies

Volume 1- Technical Proposal 1. One (1) Hard Copy (signed original) and all Amendments.

2. Two (2) Compact Disks (CD) containing an electronic copy of the Technical

Proposal (including attachments).

copy of the Technical Proposal appendices)

Volume 2 –Cost/Business Proposal 1. One (1) Hard Copy (signed original) and all Amendments.

2. Two (2) Compact Disks (CD) containing the electronic copy of the Revised Business

Proposal AND the electronic EXCEL worksheet for the pricing breakdown

(a) Offerors must certify that the information in the paper and electronic copies is exactly the same.

(b) Technical (Volumes 1) and Cost/Business (Volume 2) proposals must be kept separate from each other. Technical Proposals must not make reference to pricing data in order that the technical evaluation may be made strictly on the basis of technical merit.

(c) CD Format: Each CD submitted with the technical and business proposals shall contain copies of the proposal in two formats: pdf (Adobe Acrobat 8.0 or older) and in the original format, for example: word (2007), excel (2007), or in other applicable formats. The Offeror shall be responsible to ensure the accuracy of the information contained in all formats and

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 22 of 83 copies of the proposal (CDs the hard copies) is identical. The Government’s evaluation may be based on any single copy of a given format without regard to the other copies or formats.

Offerors shall certify that each CD-ROM has been checked using the latest version of virus detection software and is virus free. The certification shall identify the virus detection software and version used.

(d) Due Date and Time. All proposals in response to this Solicitation shall be due at the address specified above not later than 2:00 PM EST on November 2, 2015.

B.9.12 Part I – Technical Proposal Instructions

(a) Offerors must organize their technical proposal to follow the technical evaluation criteria listed in

Section B.10.

(b) Text color shall be black. Color may be used in graphics or charts for greater clarity at the

Offeror’s option. Text in graphics and charts shall be no smaller than 9-point Arial Narrow; text in tables shall be no smaller than 9-point Arial. The size and font of headers and footnotes are not dictated. No fonts may be condensed.

(c) The written Technical Proposal (Volume 1) Factor 1 - Technical Understanding/Approach is limited to 30 pages, Factor 2 - Management Plan is limited to 15 pages, Factor 3 – Quality Control

Plan is limited to 5 pages, Factor 4 - Key Personnel and Resumes are limited to 2 pages per person, Factor 5 – Past Performance is limited to 5 performance references, and Factor 6 – Socioeconomic

Participation. Offerors shall use only 8.5 inch by 11 inch (210mm by 297mm) paper, single-spaced pages with margins no less than one inch on each border. Number each page consecutively. Do not use a font size smaller than Times New Roman 12 or equivalent size font. Information submitted over page limitations will not be evaluated.

(d) Total page count limitations do not include: title and back page: Table of Contents; and Section

Dividers that do not contain information other than title of Section.

Note: A page in the technical proposal that contains a table, chart, graph, etc., not otherwise excluded below, is subject to the page limitation.

Not included in this page limitation are the following:

Table of Contents;

Dividers;

Attachments which contain biographical information (i.e., resumes); RESUMES ARE

LIMITED TO 2 PAGES EACH.

Past Performance Supporting Documentation, including 1.) Questionnaires received from Offeror’s References as required in Section B.9;

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 23 of 83

Charts, such as Management Structure Organizational Chart(s);

Proposal Matrix;

Glossary; and

Letters of Commitment.

As part of the proposal submission, Offerors shall submit a Proposal Matrix using the table below or similar format, which maps what page of the proposal addresses each Performance Work Statement requirement identified under Technical Approach, and which page of the proposal fully addresses each Evaluation Factor. The Offeror shall use the appropriate column to fill in the requirement as stipulated in the RFP to which the page/section number applies.

Proposal Page(s)/Section

Number(s) RFP Requirement

Performance Work

Statement

Section B.9 or

Instructions to Offerors

Section B.10 or Evaluation

Factors Comments

Factor 1 - Technical Approach (Shall not exceed 30 pages)

The Offeror shall submit a technical approach that demonstrates logical and feasible methods for meeting the requirements described in the Performance Work Statement Tasks 0001 through 0009 and meeting the performance objectives outlined within the solicitation.

The Offeror shall submit a project schedule that demonstrates a clear understanding of the required operations and HUD requirements with realistic timeframes for performing all tasks.

If the Offeror is proposing subcontractors, the Offeror shall clearly identify what aspects of the work will be performed by the prime and what aspects of the work will be performed by each subcontractor in its technical approach.

Labor mix and level of effort (labor categories and number of hours for each labor category).

Offerors are cautioned not to include pricing in the labor mix/level of effort matrix submitted with the technical proposal.

Factor 2 - Management Plan (Shall not exceed 15 pages)

The Offeror shall submit a Management Plan that is clear, concise, and demonstrates that it will result in meeting the objectives and requirements contained within the Performance Work

Statement tasks identified under the instructions for Technical Approach.

The Offeror shall submit a Management Plan that details:

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 25 of 83

Certifications: Project Management Professional (PMP) Certification is required.

b. Financial Services Director:

Minimum Education: Bachelor’s degree is required. Bachelor’s degree in Accounting, Finance, Business or related discipline is preferred. Master’s Degree in any of the above areas is preferred.

Minimum Experience: 5 years experience in multifamily mortgage loan servicing of a portfolio in excess of 500 Loans required. Demonstrated Project management experience in planning and execution of program required. Demonstrated experience in U.S.

Government Standard General Ledger, FED GAAP, GAAP and Credit Reform required.

Certifications: Certified Public Accountant (CPA) or Certified Government Financial

Manager (CGFM) is preferred.

c. Financial Systems Director:

Minimum Education: Bachelor’s degree is required. Bachelor’s degree in Business, Computer Science, Information Systems, Management Information System or related disciplines is preferred.

Masters Business Administration, Masters Information Systems or Master’s Degree in related disciplines is preferred.

Minimum Experience: 5 years of experience managing all aspects of system, network and site operations and design is required. 3 years experience in ORACLE, Legacy, or

SYBASE infrastructure or platforms is required. Experience in planning and conducting system development, overseeing staff performance, and providing technical and managerial guidance is required.

Demonstrated experience in designing and evaluating financial management systems and operations in financial classification structures consistent with U.S. Government Standard

General Ledger, FEDGAAP, GAAP, and Credit Reform is preferred

d. Senior Accounting Analyst:

Minimum Education: Bachelor’s degree is required. Bachelor’s degree in Accounting or related discipline is preferred.

Master’s Degree in Accounting or related discipline is preferred.

Minimum Experience: 5 years experience of accounting and financial management experience is required. 3 years experience in operational accounting or auditing to supervise or lead a team of accounting analysts required. Experience in Federal accounting policies, standards, and systems requirements, including FEDGAAP, GAAP, and FASAB is required.

SOLICITATION NO. DU100R-15-R-0001 AMENDMENT 000002 Page 26 of 83

Certifications: CPA certification is required.

e. Subject Matter Expert (Note Servicing):

Finance, Business or related discipline is preferred.

Master’s Degree in any of the above areas is preferred.

Minimum Experience: 3 years experience with multifamily mortgage notes servicing required. Experience in multifamily HUD-Held Notes including Conventional, Mark-to-market, or Prepayment of claims is preferred.

f. Subject Matter Expert (Property Disposition):

Finance, Business or related discipline is preferred.

Master’s Degree in any of the above areas is preferred.

Minimum Experience: 3 years experience with providing accounting support for

Multifamily Property Disposition functions, including property management, relocation services and sales is required. Experience managing Property Management, Relocation, and Sales Servicing required. Experience tracking sales activity and closeout services required. Knowledge of U.S. Government Standard General Ledger, FEDGAAP, GAAP and Credit Reform is required.

Factor 5 - Past Performance

The Offeror shall submit the following information/documents:

A completed chart providing the information required by the Past Performance Information chart in Attachment C. The chart shall reflect all relevant past performance performed in the three year period immediately preceding submission of the proposal and all work currently being performed. If the Offeror has more than 5 relevant past performance references, then the Offeror shall provide the most recent 5 references. As an attachment to the chart, the

Offeror shall provide a narrative describing the past performance references that reflect the most relevance to the services being obtained under the contract to be awarded. The narrative shall clearly establish the relevancy of the past performance to the current requirements.

(Narratives shall not exceed 1 page per reference.)

If the offeror is proposing to subcontract (or use joint ventures/ partners, or other entities other than the prime contractor to perform) more than 20% of the contract value, the Offeror shall submit a separate chart and narrative described for past performance above, for the proposed subcontractor(s).

The contractor shall provide the survey contained in Attachment D to each past performance reference in sufficient time for the reference to complete and submit the survey directly to the