DU100R-15-R-0001_--_FBO_--_FINAL.rtf.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

NPR

WASHINGTON DC 20410-1000

451 SEVENTH STREET SW

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

H CODE 16. ADMINISTERED BYCODE

X

X

522390

SIZE STANDARD:

% FOR:SET ASIDE:UNRESTRICTED OR

NPR

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

1400 LT

08/31/2015

202-708-1585James Canady (No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

DU100R-15-R-0001

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEM 1. REQUISITION NUMBER PAGE OF

1 83 RCS-H-15-00027OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

ROOM 5256

TELEPHONE NO.

17a. CONTRACTOR/

WASHINGTON DC 20410

451 7TH STREET SW

ASST SECY HSG-FED HSG COMM HSNG

15. DELIVER TO

WASHINGTON DC 20410-1000

ROOM 5256

451 SEVENTH STREET SW

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$20.5

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED VETERAN-

OWNED SMALL BUSINESS

HUBZONE SMALL

BUSINESS

EMERGING SMALL

BUSINESS

8(A)

US DEPARTMENT OF HUD

SOLE SOURCE

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

0001 Base Period - Task 1 - Transition in and 2400 EA administrative loan agent fee to manage MF Mortgage Loan Portfolio in accordance with Section 5.1.1 of the Performance Work Statement

(PWS).

Period of Performance: 01/04/2016 to 01/03/2017

Continued ...

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Michael G. Purnell

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED HEREIN.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDEND

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 3/2005)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS

NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 3/2005) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

0002 Base Period - Task 2 - Administrative new loan 100 EA set-up and take down support in accordance with

Section 5.1.2 of the Performance Work Statement

(PWS).

Period of Performance: 01/04/2016 to 01/03/2017

0003 Base Period - Task 3 - Note Servicing support in 2400 EA accordance with Section 5.1.3 of the Performance

Work Statement (PWS).

Period of Performance: 01/04/2016 to 01/03/2017

0004 Base Period - Task 4 - Property Disposition 1500 EA

Portfolio Support - Property Management Services in accordance with Section 5.1.4 of the

Performance Work Statement (PWS).

Period of Performance: 01/04/2016 to 01/03/2017

0005 Base Period - Task 4 - Property Disposition 1510 EA

Portfolio Support - Relocation Services in accordance with Section 5.1.4 of the Performance

Work Statement (PWS).

Period of Performance: 01/04/2016 to 01/03/2017

0006 Base Period - Task 4 - Property Disposition 2000 EA

Portfolio Support - Sales Services in accordance

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

83 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 83

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(A) (B) (C) (D) (E) (F)

DU100R-15-R-0001

with Section 5.1.4 of the Performance Work

Statement (PWS).

Period of Performance: 01/04/2016 to 01/03/2017

0007 Base Period - Task 5 - Uniform Commercial Code

(UCC) Fees in accordance with Section 5.1.5 of the Performance Work Statement (PWS).

Period of Performance: 01/04/2016 to 01/03/2017

0008 Base Period - Task 6 - Document retention and 1 LO storage support in accordance with Section 5.1.6 of the Performance Work Statement (PWS).

Period of Performance: 01/04/2016 to 01/03/2017

0009 Base Period - Travel - All travel must be pre-approved by the GTR and Contracting Officer.

All travel must be performed in accordance with

FAR 31.205-46 and the Federal Travel Regulations

(FTR).

Period of Performance: 01/04/2016 to 01/03/2017

0010 Option Period 1 - Task 2 - Administrative new 100 EA loan and take down support in accordance with

Section 5.1.2 of the Performance Work Statement

(PWS).

(Option Line Item)

Period of Performance: 01/04/2017 to 01/03/2018

0011 Option Period 1 - Task 3 - Note Servicing support 2400 EA in accordance with Section 5.1.3 of the

Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2017 to 01/03/2018

0012 Option Period 1 - Task 4 - Property Disposition 1500 EA

Portfolio Support - Property Management Services in accordance with Section 5.1.4 of the

Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2017 to 01/03/2018

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

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(A) (B) (C) (D) (E) (F)

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0013 Option Period 1 - Task 4 - Property Disposition 1510 EA

Portfolio Support - Relocation Services in accordance with Section 5.1.4 of the Performance

Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2017 to 01/03/2018

0014 Option Period 1 - Task 4 - Property Disposition 2000 EA

Portfolio Support - Sales Services in accordance with Section 5.1.4 of the Performance Work

Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2017 to 01/03/2018

0015 Option Period 1 - Task 5 - Uniform Commercial

Code (UCC) Fees in accordance with Section 5.1.5 of the Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2017 to 01/03/2018

0016 Option Period 1 - Task 6 - Document retention and 1 LO storage support in accordance with Section 5.1.6 of the Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2017 to 01/03/2018

0017 Option Period 1 - Travel - All travel must be pre-approved by the GTR and Contracting Officer.

All travel must be performed in accordance with

FAR 31.205-46 and the Federal Travel Regulations

(FTR).

(Option Line Item)

Period of Performance: 01/04/2017 to 01/03/2018

0018 Option Period 2 - Task 2 - Administrative new 100 EA loan setup and take down support in accordance with Section 5.1.2 of the Performance Work

Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2018 to 01/03/2019

Continued ...

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(A) (B) (C) (D) (E) (F)

DU100R-15-R-0001

0019 Option Period 2 - Task 3 - Note Servicing support 2400 EA in accordance with Section 5.1.3 of the

Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2018 to 01/03/2019

0020 Option Period 2 - Task 4 - Property Disposition 1500 EA

Portfolio Support - Property Management Services in accordance with Section 5.1.4 of the

Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2018 to 01/03/2019

0021 Option Period 2 - Task 4 - Property Disposition 1510 EA

Portfolio Support - Relocation Services in accordance with Section 5.1.4 of the Performance

Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2018 to 01/03/2019

0022 Option Period 2 - Task 4 - Property Disposition 2000 EA

Portfolio Support - Sales Services in accordance with Section 5.1.4 of the Performance Work

Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2018 to 01/03/2019

0023 Option Period 2 - Task 5 - Uniform Commercial

Code (UCC) Fees in accordance with Section 5.1.5 of the Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2018 to 01/03/2019

0024 Option Period 2 - Task 6 - Document retention and 1 LO storage support in accordance with Section 5.1.6 of the Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2018 to 01/03/2019

0025 Option Period 2 - Travel - All travel must be

Continued ...

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DU100R-15-R-0001

pre-approved by the GTR and Contracting Officer.

All travel must be performed in accordance with

FAR 31.205-46 and the Federal Travel Regulations

(FTR).

(Option Line Item)

Period of Performance: 01/04/2018 to 01/03/2019

0026 Option Period 3 - Task 2 - Administrative new 100 EA loan set-up and take down support in accordance with Section 5.1.2 of the Performance Work

Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2019 to 01/03/2020

0027 Option Period 3 - Task 3 - Note Servicing support 2400 EA in accordance with Section 5.1.3 of the

Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2019 to 01/03/2020

0028 Option Period 3 - Task 4 - Property Disposition 1500 EA

Portfolio Support - Property Management Services in accordance with Section 5.1.4 of the

Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2019 to 01/03/2020

0029 Option Period 3 - Task 4 - Property Disposition 1510 EA

Portfolio Support - Relocation Services in accordance with Section 5.1.4 of the Performance

Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2019 to 01/03/2020

0030 Option Period 3 - Task 4 - Property Disposition 2000 EA

Portfolio Support - Sales Services in accordance with Section 5.1.4 of the Performance Work

Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2019 to 01/03/2020

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

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(A) (B) (C) (D) (E) (F)

DU100R-15-R-0001

0031 Option Period 3 - Task 5 - Uniform Commercial

Code (UCC) Fees in accordance with Section 5.1.5 of the Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2019 to 01/03/2020

0032 Option Period 3 - Task 6 - Document retention and 1 LO storage support in accordance with Section 5.1.6 of the Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2019 to 01/03/2020

0033 Option Period 3 - Travel - All travel must be pre-approved by the GTR and Contracting Officer.

All travel must be performed in accordance with

FAR 31.205-46 and the Federal Travel Regulations

(FTR).

(Option Line Item)

Period of Performance: 01/04/2019 to 01/03/2020

0034 Option Period 4 - Task 2 - Administrative new 100 EA loan set-up and take down support in accordance with Section 5.1.2 of the Performance Work

Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2020 to 01/03/2021

0035 Option Period 4 - Task 3 - Note Servicing support 2400 EA in accordance with Section 5.1.3 of the

Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2020 to 01/03/2021

0036 Option Period 4 - Task 4 - Property Disposition 1500 EA

Portfolio Support - Property Management Services in accordance with Section 5.1.4 of the

Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2020 to 01/03/2021

0037 Option Period 4 - Task 4 - Property Disposition 1510 EA

Continued ...

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Portfolio Support - Relocation Services in accordance with Section 5.1.4 of the Performance

Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2020 to 01/03/2021

0038 Option Period 4 - Task 4 - Property Disposition 2000 EA

Portfolio Support - Sales Services in accordance with Section 5.1.4 of the Performance Work

Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2020 to 01/03/2021

0039 Option Period 4 - Task 5 - Uniform Commercial

Code (UCC) Fees in accordance with Section 5.1.5 of the Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2020 to 01/03/2021

0040 Option Period 4 - Task 6 - Document retention and 1 LO storage support in accordance with Section 5.1.6 of the Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2020 to 01/03/2021

0041 Option Period 4 - Travel - All travel must be pre-approved by the GTR and Contracting Officer.

All travel must be performed in accordance with

FAR 31.205-46 and the Federal Travel Regulations

(FTR).

(Option Line Item)

Period of Performance: 01/04/2020 to 01/03/2021

0042 Option Period 4 - Task 9 - Transition out support 1 LO in accordance with Section 5.1.9 of the

Performance Work Statement (PWS).

(Option Line Item)

Period of Performance: 01/04/2020 to 01/03/2021

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

TABLE OF CONTENTS

SECTION B – CONTINUATION BLOCK

B.1 PERFORMANCE WORK STATEMENT

B.2 BRIEF DESCRIPTION OF SUPPLIES OR SERVICES

B.3 CONTRACT TYPE/PERIOD OF PERFORMANCE

B.4 PLACE OF PERFORMANCE

B.5 PRICES

B.6 SCHEDULE OF SUPPLIES OR SERVICES

B.7 PRICES SCHEDULES

B.8 TRAVEL COSTS

B.9 INSTRUCTIONS TO OFFERORS

B.10 BASIS FOR AWARD

SECTION C - CONTRACT CLAUSES

C.1. 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS

(APR 2010)

C.2. 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS

(JUL 2014)…………………………………………………………...……………………40

C.3 52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS -

COMMERCIAL ITEMS (MAR 2015)

C.4 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT

STATUTES OR EXECUTIVE ORDERS – COMMERCIAL ITEMS (APR 2015)

C.5 52.215-20 REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND

DATA OTHER THAN CERTIFIED COST OR PRICING DATA – ALT IV

(OCT 2010)

C.6 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

C.7 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

C.8 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

C.9 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT

ACQUISITION REGULATION (HUDAR) 48 CFR CLAUSES

C.10 SECTION 508 COMPLIANCE

C.11 CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM

(CPARS)

SECTION B – CONTINUATION BLOCK

B.1 Performance Work Statement (PWS) – See Attachment A

B.2 Brief Description of Supplies or Services

The Department of Housing and Urban Development (HUD)/Office of Asset Management and Portfolio Oversight (OAMPO) is seeking contractor support to provide mortgage loan servicing (MLS) for Conventional, Mark-to-Market (M2M) and DEMO notes, property disposition portfolio services, as well as accounting services for all HUD-held notes.

The work performed under this performance work statement (PWS) encompasses a broad but integrated set of functions for HUD-held notes and properties. MLS is a high priority and critical to the successful performance of mortgage loan servicing functions. MLS for mortgage and property servicing entails not only financial aspects of the HUD-held first, second and subordinate notes, mortgage portfolios and properties, but also requires response to a wide variety of incoming inquiries from HUD personnel, borrowers, auditors, billing agents, vendors, attorneys and local taxing authorities.

B.3 Contract Type/Period of Performance

The Government will award one Fixed Price contract utilizing FAR Part 12 Acquisition of Commercial Items and FAR Part 15 Contracting by Negotiation.

The Period of Performance shall be for a twelve month base period and four one year option periods

Base Period: January 04, 2016 through January 03, 2017 Option Period 1: January 04, 2017 through January 03, 2018 Option Period 2: January 04, 2018 through January 03, 2019 Option Period 3: January 04, 2019 through January 03, 2020 Option Period 4: January 04, 2020 through January 03, 2021

B.4 Place of Performance

The work shall be performed at the contractor’s facility. The Contractor shall maintain and operate a facility of sufficient size to accommodate the personnel and equipment necessary for performance of the services specified in this requirement. The facility must be secured 24-hours to provide physical security of documents. The facility shall also maintain a locked file cabinet to store negotiable instruments.

The Contractor shall implement the Physical and Environmental Protection security controls for a Moderate Control Baseline found in National Institute of Standards and Technology Special Publication SP-800-53, Security and Privacy Controls for Federal Information Systems and Organizations. Additional information may be found at the following link: http://nvlpubs.nist.gov/nistpubs/SpecialPublications/NIST.SP.800- 53r4.pdf.

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: (01/04/2016 – 01/03/2017)

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 2400 Each $ $

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 $

OPTION PERIOD 1: (01/04/2017 – 01/03/2018)

No. Description Estimated

Qty.

Unit Unit Price Amount

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

100 Each $ $

0011 Option Period 1 – Task 3 - Notes Servicing 2400 Each $ $

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 (UCC) Fees

NTE $90,000.00

0016 Option Period 1 – Task 6 – Document Retention and Storage

1 Lot $ $

0017 Option Period 1 – Travel NTE $25,000.00

Option Period 1 Total Fixed Price $

OPTION PERIOD 2: (01/04/2018 – 01/03/2019)

No. Description Estimated

Qty.

Unit Unit Price Amount

0018 Option Period 2 – Task 2 – Administrative new loan set-up/take-down

100 Each $ $

0019 Option Period 2 – Task 3 - Notes Servicing 2400 Each $ $

0020 Option Period 2 – Task 4 – Property Disposition Portfolio Support - Property Management Services

1,500 Each $ $

0021 Base Period 2 – Task 4 – Property Disposition Portfolio Support - Relocation Services

1,510 Each $ $

0022 Base Period 2 – Task 4 – Property Disposition Portfolio Support - Sales Services

2,000 Each $ $

0023 Option Period 2 – Task 5 – Uniform Commercial Code (UCC) Fees

NTE $90,000.00

0024 Option Period 2 – Task 6 – Document Retention and Storage

1 Lot $ $

0025 Option Period 2 – Travel NTE $25,000.00

Option Period 2 Total Fixed Price $

OPTION PERIOD 3: (01/04/2019 – 01/03/2020)

No. Description Estimated

Qty.

Unit Unit Price Amount

0026 Option Period 3 – Task 2 – Administrative new loan set-up/take-down

100 Each $ $

0027 Option Period 3 – Task 3 - Notes Servicing 2400 Each $ $

0028 Option Period 3 – Task 4 – Property Disposition Portfolio Support - Property Management Services

1,500 Each $ $

0029 Option Period 3 – Task 4 – Property Disposition Portfolio Support - Relocation Services

1,510 Each $ $

0030 Option Period 3 – Task 4 – Property Disposition Portfolio Support - Sales Services

2,000 Each $ $

0031 Option Period 3 – Task 5 – Uniform Commercial Code (UCC) Fees

NTE $90,000.00

0032 Option Period 3 – Task 6 – Document Retention and Storage

1 Lot $ $

0033 Option Period 3 – Travel NTE $25,000.00

Option Period 3 Total Fixed Price $

OPTION PERIOD 4: (01/04/2020 – 01/03/2021)

No. Description Estimated

Qty.

Unit Unit Price Amount

0034 Option Period 4 – Task 2 – Administrative new loan set-up/take-down

100 Each $ $

0035 Option Period 4 – Task 3 - Notes Servicing 2400 Each $ $

0036 Option Period 4 – Task 4 – Property Disposition Portfolio Support - Property Management Services

1,500 Each $ $

0037 Option Period 4 – Task 4 – Property Disposition Portfolio Support - Relocation Services

1,510 Each $ $

0038 Option Period 4 – Task 4 – Property Disposition Portfolio Support - Sales Services

2,000 Each $ $

0039 Option Period 4 – Task 5 – Uniform Commercial Code (UCC) Fees

NTE $90,000.00

0040 Option Period 4 – Task 6 – Document Retention and Storage

1 Lot $ $

0041 Option Period 4 – Travel NTE 25,000.00

0042 Option Period 4 – Task 9 – Transition Out 1 Lot $ $

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.

The price of services for Tasks 7 and 8 shall be included in the per loan price for Tasks 2-4.

B.8 Travel Costs

Prior to travel, the Contractor shall coordinate with and receive Government authorization from the GTR for all travel. Reimbursement of travel costs will be in accordance with HUDAR 2452.251-70 and the Federal Travel Regulation in accordance with FAR 31.205-46. HUD will not reimburse Contractor’s local travel. Local travel is defined as travel within fifty (50) miles of Washington, DC.

All other travel will be reimbursed on a cost reimbursable basis; no profit or fee will be paid.

To the maximum extent practical, the Contractor shall make use of travel discounts which are available to Federal employees while traveling in the conduct of official Government business. Such discounts may include, but are not limited to, lodging and rental car rates.

The Contractor shall be responsible for obtaining and/or providing to his/her employees written evidence of their status with regard to their performance of Government contract work needed to obtain such discounts.

B.9 Instructions to Offerors

B.9.1 General Instructions

Introduction

The following instructions will establish the acceptable minimum requirements for the format and contents of proposals. Special attention is directed to the requirements for technical and business proposals to be submitted in accordance with these instructions.

a. Single Award. The U.S. Government anticipates awarding approximately one (1) contract as a result of this Solicitation.

b. If an Offeror does not follow the instructions set forth herein, the Offeror's proposal may be eliminated from further consideration or the proposal may be down-graded and not receive full or partial credit under the applicable evaluation criteria.

c. If an Offeror does not understand the instructions in this Solicitation, then it should submit questions to the Contracting Officer via email for clarification before the questions submission deadlines.

d. Accurate and Complete Information. Offerors must set forth full, accurate and complete information as required by this RFP. The penalty for making false statements to the Government is prescribed in 18 U.S.C.1001.

e. Offer Acceptability. The Government may determine an offer to be unacceptable if the offer does not comply with all of the terms and conditions of the RFP and prospective contract:

(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 Offeror’s must qualified and provide proof under the NAICS code and size standard as a Small Business to be consider 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.

Briefing: Solicitation and Tasks following Questions and Answer Session.

Registration: All interested vendors are required to register by noon 2:00 PM EST, Monday, September 14, 2015. Registering by phone will not be accepted. Registration shall include; Company name, name, address, phone number and last four of your SSN number.

Register via email at MFLoanSolicitation@hud.gov, please use "MF Mortgage Loan Pre-Proposal Conference for Registration" in the subject line.

Security: This is an UNCLASSIFIED event; all information discussed must be UNCLASSIFIED. All information provided or discussed by attendees may NOT be Vendors Proprietary or Business Sensitive Information.

Information made available at the Pre-proposal conference, formally or informally, will not be made available via Federal Business Opportunities (FedBizOpps) website. There is no expectation that any materials other than the Q&A correspondence will be formally distributed.

Questions regarding this pre-proposal conference announcement shall be submitted in writing via e-mail to MFLoanSolicitation@hud.gov by 2:00 PM EST on September 09, 2015. Also, due on September 09, 2015 are questions and communications regarding this RFP that may be addressed during the pre-proposal conference. An additional set of questions will be accepted after the pre-proposal conference via email at MFLoanSolicitation@hud.gov by 2:00 PM on September 22, 2015.

Please reference the schedule of due dates for questions in RFP Section B.9.4.

Verbal questions will NOT be accepted. Questions will be answered during the event as time permits and will also be posted to the Federal Business Opportunities (FedBizOpps) website following the event. Questions shall NOT contain proprietary or classified information. The Government does not guarantee that questions received after the due dates will be answered.

Prospective Offerors will be required to visit the Federal Business Opportunity website periodically to check for amendments and other changes to the solicitation documents. No other notification will be sent.

B.9.4 Communications and Questions

All communications in reference to this solicitation shall be directed to MFLoanSolicitation@hud.gov. **Phone calls will not be accepted. **

The schedule of due dates for questions and communications are:

September 09, 2015, two separate submissions of questions are due:

o Questions regarding the pre-proposal conference; and o Questions and communications regarding the RFP.

September 14, 2015, email registration for the pre-proposal conference.

September 18, 2015, pre-proposal conference.

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 October 05, 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.

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

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

f) 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:

U. S. Department of Housing and Urban Development Office of the Chief Procurement Officer 451 7th Street, Room 5256 Washington, DC S.W. 20410 Attention: James Canady III

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).

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 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.

(f) 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 October 05, 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 15 pages, Factor 2 - Management Plan is limited to 10 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;

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

Proposal Matrix.

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 15 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 0011 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 10 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:

o key personnel and responsibilities;

o proposed subcontracting arrangements and reporting relationships of all subcontractors;

o a plan that demonstrates successful communication and coordination between the contractor and the government personnel/roles;

o schedules of all tasks and subtasks, meetings, and deliverables;

o clear lines of authority from the top of the organization to all those working on this effort;

Factor 3 - Quality Control Plan (Shall not exceed 5 pages)

The Offeror shall submit a Preliminary Quality Control Plan (QCP) that demonstrates an understanding of the business requirements by describing effective and independent quality control methods and procedures to ensure that all tasks are completed in accordance with the performance standards listed in the solicitation. The QCP shall describe key risk areas, management controls, corrective actions, and describe how the Offeror will ensure the effective management of employees of the prime and subcontractors and their activities. The QCP shall include an approach to subcontractor management that makes clear the contractual and reporting relationships of all subcontractors.

The Offeror shall submit an organizational chart that reflects the independence of the Quality Control function.

Factor 4 - Key Personnel (Resume shall not exceed 2 pages per person submitted)

The Offeror shall submit Key Personnel resumes that demonstrate sufficient relevant prior experience, qualifications, education, and certification for personnel proposed to fill the key positions identified by the Offeror. Additionally, the Key Personnel proposed and the number identified must reflect adequate capabilities or skill sets to ensure the outcome and benefits sought by the government are achievable. The Offeror shall state what percentage of the Key Personnel’s work week time will be dedicated to the performance of the contract. Letters of commitment are required for all Key Personnel.

These Key Personnel are mandatory. However, Offerors can propose additional Key Personnel. The Project Manager shall be responsible for the performance of work. Offerors shall also designate one Key Personnel position to act as an alternate in absence of the Project Manager.

Specific Key Personnel requirements are as follows:

a. Project Manager:

Minimum Education: Bachelor’s degree is required. Master’s Degree in Business Administration is preferred.

Minimum Experience: 6 years experience in project management is required. 10 years experience in project management is preferred.

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), Certified Government Financial Manager (CGFM), or equivalent 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.

Certifications: CPA or equivalent certification is required.

e. Subject Matter Expert (Note Servicing):

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: 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):

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: 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 HUD Contracting Officer prior to the date and time for submission of proposals. Offerors are not required to submit surveys for references where past performance is available in the Past Performance Information Retrieval System.

If past performance for the offering firm does not exist, the Offeror may substitute past performance of key personnel that will be performing major aspects of the work under any resulting contract. If the Offeror chooses to make such a substitution, the Offeror must clearly identify the substituted key personnel by name and title proposed. Only the past performance of Key Personnel overseeing the entirety of the proposed project will be considered in substitution for the firm’s past performance under this factor. The contractor shall provide the survey contained in Attachment D to each past performance reference with first-hand knowledge of the performance of the substituted Key Personnel in sufficient time for the reference to complete and submit the survey directly to the HUD Contracting Officer prior to the date and time for submission of proposals.

Factor 6 - Socioeconomic Participation

(1) Performance of the Work. HUD is committed to awarding HUD contracts to Offerors that will perform a majority of the total cost of labor under the contract. While it is understood that certain costs are necessarily subcontracted, especially non-labor items, HUD is focused on obtaining prime contractors who are responsible and capable of performing a large part of the labor required to perform the contract (as opposed to firms who subcontract substantial portions of the labor effort), while simultaneously focusing on achieving socioeconomic goals for small business participation as well. To achieve this objective, all Offerors shall complete the following table to reflect what percentage and dollar value of the total cost of labor the Offeror and all subcontractors/teaming partners will perform throughout the contract term:

Prime’s Business Size

Large Small

Prime’s Socio-economic Status For This Acquisition –

Include All That Apply

SDB

SDVOSB

WOSB

HUBZone

Percent of Total Cost of Labor…