M M_3.8_Master_Presentation.pptx

M&M III

An Overview of the Program Requirements for Field Service Manager Contracts (3.8)

An Overview of M&M III: Program Functions M&M III Property Disposition Structure

Mortgagee Compliance Manager:

Field Service Manager:

Asset Manager:

Ensures mortgagees meet property conveyance standards

Responsible for time extension requests, title reviews, etc.

Maintains and Preserves the property on an ongoing basis

Manages the payment of property charges

Directs the marketing and sale of the REO property

Establishes relationship with local broker/selling agents

An Overview of M&M III: Program Functions Roles of the Field Service Manager

Property Maintenance

Inspecting the Property

Property Charge Payments

Condo/HOA Fees

Securing the Property

Enhancements/Repairs

Providing On-going Maintenance

Utility Bills

Ground Rents

Property Dues and Assessments

An Overview of M&M III: HUD Technology P260 Case Management System and Bidsite Centralizes REO case management into one system versus separate contractor owned and run systems

Centralized web-based REO listing and electronic bid site versus separate designs per contract area or contractor

Allows for the ability of all stakeholders to determine the AM and FSM assigned to the property

P260 Case Management System

HUDHomestore.com

An Overview of M&M III: Contract Areas M&M III Contract Area Map

An Overview of M&M III: 3.8 Solicitation Areas Contract Areas Specific to 3.8

An Overview of M&M III: Accountability What HUD Expects

Efficient, capable contractors that can address the local contract area challenges

Increased Net Return due to vendor pricing competition

Improved management, marketing, and sales of REO properties

Enhanced customer service to those interested in properties and HUD.

An Overview of M&M III: Additional Resources www.hud.gov/fha Please visit the main website for more information on the latest FHA programs:

More information surrounding FHA policy is also available at the following location:

http://www.hud.gov/offices/adm/ hudclips/index.cfm

An Overview of M&M III: Question and Answer Ivery Himes, Director, Office of Single Family Asset Management

Eric Cobb, REO Director, Denver Homeownership Center If you have questions about the M&M III program or FSM operations, FHA representatives in attendance:

If you have additional questions at the conclusion of this event, the respective FHA representatives are:

Melissa Fobbs, Principal AM Governmental Technical Representative melissa.a.fobbs@hud.gov

Peter Jackson, Principal FSM Governmental Technical Representative peter.e.jackson@hud.gov

Helping Americans start, build and grow businesses since 1953.

Notes:

If time allows, begin with interesting success story that highlights our impact in the community.

Our Programs – the “three C’s” Capital

Counseling

Contracting www.sba.gov

Talking points:

Presentation will provide brief overview of SBA’s three C’s If audience remembers only the three C’s, they will walk away understanding what SBA does.

Capital Not direct loans; guarantees of up to 90% Guaranteed $29.6 Billion in small business loans nationwide in FY 2013 $##,###,### in _______, TX during 2012 www.sba.gov

$#,###,### for _________ businesses in 2013 so far As of October 1st, no fee for loans under $150,000

Be sure to customize this slide for audience with current and local market data

SBA leverages the full faith and credit of the U.S. government to provide guarantees; not direct loans(except for one instance covered later) Emphasize how guarantees often make loans possible in the community that otherwise would not happen.

Notes:

Max SBA loan size is 5 million Rates vary between 2.5 and 2.75% above prime Fees (between 2 and 3.75%) enable program to be self-sustaining Guarantees most often used to replace collateral requirements, allow longer terms, or allow loan to a start-up Common question: What are default rates on SBA guaranteed loans? Answer: similar to default rates on loans across the lending industry

Counseling

Provide mentorship, coaching and training

Large volunteer corp.

No charge for counseling

Local office:817-871-6002 http://fortworth.score.org SCORE video Provide consulting, technical support and training

Professional staff

No charge for counseling

Local office:817-515-2603 www.tarrantsbdc.org

Customize this slide with the appropriate website addresses depending on which part of the district you are in.

SCORE is a volunteer-driven coaching and mentoring organization SCORE has wide range of expertise(over 50 counselors in the DFW area) SCORE can assist with basic feasibility analysis and business plan development SBDC’s are professionally staffed with full-time Business Advisors SBDC’s are able to provide more in-depth assistance such as securing large loans/investment, detailed market/industry research data, government contracting assistance, business expansions, etc.

Both services are provided at no additional cost

Notes:

Show 30-second SCORE PSA if able.

Three SCORE chapters in our district – Dallas, Fort Worth and Tyler 15 SBDC offices cover entire district

Contracting Federal Government spends approximately $400 billion each year on goods and services 23% goal for small businesses www.sba.gov

SBA provides tools training and support staff to help small businesses compete and secure contracts

Scope of the opportunities for small business government contracting is enormous SBA offers many tools to help small businesses build their potential to successfully compete in the federal sector Government contracting workshops are offered every month in Dallas and Fort Worth at no charge

Notes:

$89.9 billion in federal contracts went to small businesses in FY 2012 The 8(a) Program offers a broad scope of assistance to firms that are owned and controlled at least 51% by socially and economically disadvantaged individuals (not just minority based) Business located in an Historically Underutilized Business(HUB) zone can gain preferential access to federal procurement opportunities Current HUB zone map can be found can be found on SBA website(http://map.sba.gov/hubzone/maps/) SBA certifies 8(a) and HUB zone small businesses. Other certifications(ex: Service Disabled Veteran Owned Business) are self-certifications Center for Government Contracting SBDC in Dallas has full-time staff dedicated to assist individuals with federal, state, and local contracting opportunities. 214-860-5889 Local Procurement Technical Assistance Center(PTAC), funded by Department of Defense, is also available to help businesses compete for contracts. 817-272-5978 SBA staff available to provide detailed government contracting class upon request

Disaster Assistance

Provides low-interest long-term loans to communities affected by disaster www.sba.gov

Military reservists on deployment can qualify Loans can be used to repair or replace real estate, personal property, equipment, inventory and business assets

Only direct loan SBA program Provides loans to rebuild after disaster to both businesses and homeowners/renters (Provide example if time allows)

Notes:

- If there is an active disaster declaration where presentation is being given, insert additional slide with details and contact information

Export Assistance 95% of the world population lives outside of the United States

70% of purchasing is done beyond our borders SBA provides trade specialists and a variety of services to assist small and midsized U.S. business export efforts

To remain economically competitive as a nation, U.S. businesses must take advantage of the global market SBA can help exporters develop an exporting plan, identify target markets, and connect with foreign buyers SBA offers loan guarantees of up to 90% to help small businesses enter and expand into international markets Local Export Assistance Center located near DFW airport

Notes:

Export Assistance Center contact information: Rick Schulze, 817-684-5506, richard.schulze@sba.gov Loans guarantees are also available to help small businesses, that have been adversely affected by competition, make investments necessary to better compete The Trade Information Center is staffed by international trade specialists who provide information about the export process, market research, trade events and financing. 1-800-USA-TRADE

Affordable Care Act and Small Business Small Business Health Options Program(SHOP) Marketplace now open - www.healthcare.gov/small-businesses SBA offers weekly webinars on the basics of ACA and what it means for business owners Thursday, November 7th – 1:00PM Thursday, November 14th – 1:00PM Thursday, November 21st – 1:00PM Thursday, December 5th – 1:00PM www.sba.gov/healthcare

Our agency’s role is to provide factual and timely information to business owners regarding the Affordable Care Act.

Visit websites to plug in your business information and get the facts

You might be surprised to know

Emphasize that many large innovative companies today were once small and received help from the SBA at a crucial time during their development Show video clip example from Kisstixx (or another SBA success story) if able

Notes:

Kisstixx video embedded in logo

Dallas/Fort Worth District Office

Visit us online: www.sba.gov

Follow us on twitter: #SBAsouthcentral

Your name here!

first.last@sba.gov 817-684-####

Customize this slide with appropriate contact information.

Special Overview Briefing:

System for Award Management (SAM) Getting Started with The GSA SAM Tool & Other “Free” Resources Presented By Dhana M. Moore, MBA, PMP, FAC-C & FAC-P/PM General Services Administration (GSA), Region 4 Federal Acquisition Service (FAS) Customer Accounts and Research Division (CAR)

January 2014

U.S. General Services Administration

Learning Objectives What is SAM? The Aims/Accomplishments of SAM How Do We Get Started ? What are the Roles Needed?

Understanding The Basic System Logic Used Preparing for Timelines Helpful Hints For Entities/Government Potential Pitfalls to Avoid Using the Available Resources Future Presentations for SAM’s – Hosted by GSA

Before I go to the website I want show a little about the logic and roles and overall positive outcomes and AIMS regarding SAM’s

What is SAM?

The System for Award Management (SAM) is the Official U.S. Government system that consolidated the capabilities of CCR/FedReg, ORCA, and EPLS.

HELPFUL HINTS:

There is NO fee to register for this site.

There is no fee for any of government-specific websites needed to register or do business w/Government Most often public/entities may register at no cost directly from government-hosted Websites/Services – end in “.gov” User guides and webinars are available under the “Help Tab”

CCR/FEDREG -Central Contractor Registration (CCR) is the primary vendor database for the U.S. Federal Government. Since October 1, 2003, it is federally mandated that any business wishing to do business with the federal government under a FAR-based contract must be registered in CCR before being awarded a contract.

ORCA- n addition, vendors must maintain their CCR records annually. Online Representations and Certifications Application (ORCA) replaces most of the paper based Representations and Certifications (Reps and Certs) in Section K of solicitations with an Internet application. FAR 52.204-8 mandates the use of ORCA on or after January 1, 2005.

CCR and ORCA are complementary systems. ORCA reuses data pulled from CCR and pre-populates many of the required Representations and Certifications. Then, the vendor completes the remaining Reps and Certs with the understanding that with each solicitation they are certifying to current, accurate and complete information.

EPLS - Excluded Parties List System (EPLS): The EPLS is a database of individuals and entities ineligible to take part in certain transactions with the Federal Government

What was The System Landscape?

Federal/IAE systems support the acquisition/award process

Familiarization with the Procurement Process and Technology/Systems Used by Government and necessary that you understand.

Aim is to Improve and Be Cost-Effective Past Siloed – Separate systems, each with a separate login Redundant – Overlapping data creates opportunity for error and complicates changes Separate – Multiple contractors at many hosting locations, managed separately with varying levels of service

Current/Future 1 Login! – Functionality accessible at one online location to streamline the process 1 Data Source! – Centralized, normalized data to eliminate potential for conflicting values and improves agility to deal with future changes 1 Host! – Consolidated hosting to reduce O&M costs

SAM Phase 1 Capabilities

What Occurred When SAM Went Live?

1 Login! – After migration, all the capabilities in CCR/FedReg, ORCA, and EPLS will be available at SAM.gov Redirect – Users will be automatically redirected from the legacy systems to SAM ---- Caution: Be Aware of Outdated/For-Profit Information/Websites i.e., Subcontracting Plans that Reference CCR/FedReg, ORCA or EPLS /other documents/ private for-profit websites User ID – Establish SAM Account - “Understand Roles” The System Will Guide You Through The Steps = “The Logic” Existing CCR/FedReg, ORCA and EPLS data is moved to SAM The process of logging in will connect you with the data you have permission to view now – Past User ID’s/ Entities are linked to SAM Publicly available data will still be publicly available- HELPFUL HINT

What Should You Do Now?

Review SAM information on SAM.gov Review SAM training materials For federal agencies, review training materials/understand your agency’s deadline and process for interface completion, i.e. converting fields, etc. – Understand the Interfaces Used By Your Agency All organization’s should review CCR/FedReg and EPLS administrators and users rights - i.e./pw, security and set-up questions -verify access requirements and/or roles that are or were assigned Current/Past Users -- Obtain All id’s and accesses previously used New Users – Start Fresh in SAM’s and *D&B HINT: Take advantage of the “Assistance Program Catalog”

Hint*

Go to SAM: https://www.sam.gov/

Roles Logic Required – Individual User Account With SAM Authorized to be an Administrator May Require Tier 3/ higher-level support (FSD)

Required – An Entity Account With SAM

Required – Is a D&B # -- “Can be a Hard Stop/Delay”

Note: You can work in other areas of your application within SAM, while waiting for D&B Verification/”Match-Up”

Helpful Hints From The Federal Service Desk What you need on hand/Before you Start?

Your Data Universal Numbering System (DUNS) number from Dun & Bradstreet, and the name and address associated with that DUNS Your Taxpayer Identification Number /Entity Identification Number and the name/data associated with that TIN/EIN –” IRS.GOV – “FREE” Your Contractor and Government Entity (CAGE) Code, if you already have one (if you don't, one will be assigned to you during registration)

Helpful Hints From The Federal Service Desk (FSD) What you need on hand/before you start? -continued Your Electronic Funds Transfer information, such as your financial institution’s ABA Routing Number and your account number, along with the bank phone or fax number

Helpful Hints - Recommendation:

Print the “How To Register for SAM”

WEBSITE: https://www.fsd.gov/fsd-gov

FSD -

Recommendations:

Go to FSD.gov – help topics – same information provided here --- very succinct – easy to print

What you need to know/be able to provide?

Core Data - Includes, but is not limited to, an entity's DUNS and/or DoDAAC, name, address, CAGE or NCAGE code*, taxpayer or employer ID numbers (TIN or EIN), general information, financial information, and details about any proceedings in which the entity may currently be involved. Core Data is mandatory for all registration types.

Assertions - Includes, but is not limited to, data about the types of goods and services the entity provides, the entity size, NAICS Codes, optional Electronic Data Interchange (EDI) and disaster-relief data.

FSD Supports Crucial Systems

What you need to know/be able to provide?

Representations and Certifications – Details related to an entity’s small business status, responses to commonly used Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS) provisions/clauses, and Architect-Engineer Responses (SF330 Part II).

Points of Contact (POC) – Types include, but are not limited to, contacts for accounts receivable, electronic business and government business. POC information is mandatory for all registration types.

Note:

1. for those registered before – you need to find that information – go ahead make a call to FDS to find out if they can help you get administrative rights to your entity – 2. New users: critical to keep this information on-hand or accessible –but as secure as possible…..

Help is Available Phased System Development Government did this over time so that the help desk would be unified and knowledgeable about all the key system components and processes Federal Service Desk (FSD) Multi-tiered help desk services -1-system approach/consolidation and cost –savings for tax payers 21st century government

Refer to slide 14

System Interfaces/Entity Transitioning Every system that interfaces with CCR/FedReg, ORCA or EPLS needed to make changes in order to continue with business as usual Groups impacted include contract/grants writing systems (processing awards), financial systems (paying awardees), business warehouses (creating reports), etc.

Impacts of not aligning with the SAM data model and updating your interfaces include not being able to update your systems that award contracts or grants and those that pay awardees

How is Your Interface/Former Entity Profile Working within SAM?

SAM merged multiple systems into one database In some cases, merging databases requires normalizing- i.e., items like field length or format Some Assistance May Be Required Through FSD Tier III Support to clarify errors or access issues FSD Requires an “Account” and a “SAM’s individual profile” and “SAM’s Entity Profile” to connect the administrator rights/troubleshoot challenges/answer questions in a secure/documented fashion

Review/Conclusions Basic understand of SAM Getting Registered Completely – May Take Several Weeks /-i.e., D&B/ TIN/EIN/ “match-up with entity records” Understand Logic of The Roles/ Importance of Keeping The Access Information Accessible, Secure and Current D&B and other Databases Exchange Information With SAM- recommended check/update 6 month intervals Organizations Need to Be Aware of Interfacing Systems Requirements / How They Work/ Report & Troubleshoot Errors with Internal Systems and With FSD Be aware of non-gov websites offering assistance = $$$

GSA Partnership Resources GSA Vendor Support Center: https:vsc.gsa.gov

How To Market to The Government – Video Series https://interact.gsa.gov/groups/contractor-success

How To Obtain a GSA Schedules Contract

GSA Vendor Support Center

Not just for small businesses, training, “FREE”…FREE FREE….

GSA Partnership Resources GSA Region 4 OSDBU:

Rebecca Vanover Small Business Specialist

401 W. PEACHTREE ST

ATLANTA , GA 30308-3510Phone: (404) 331-3374 Cell: (404) 218-4093 Email: rebecca.vanover@gsa.gov AL , FL , GA , KY , MS , NC , SC , TN I also is the FOIA Coordinator for Region 4.

Thank You Dhana (“Dayna”) M. Moore Email: dhana.moore@gsa.gov Telephone: 334-313-8798 Subject Line: “save the date”

Request send email with a subject line…. “save the date”

Vendors additional presentations on SAM’s hosted by GSA SAM’s staff….

Contracting Opportunities

Lewis Boggan Contracting Officer FSM 3.8 Industry Day

M&M 3.8FSM Pre-Solicitation Synopsis will be based on market research previously conducted via FBO and GSA Sources Sought and other methods of research.

Finalize geographic areas and determine number and location of Small Business set-asides

FAR Part 15 Best Value Source Selection – Tradeoff/LPTA

M&M 3.8 Solicitation

System for Award Management; www.sam.gov NAICS Codes; 531311, Residential Property Managers Section C & H Section K Section L & M

Eligibility Considerations

Panel Members Herbert Austin, District Director, SBA Meishoma Hayes, Small Business Specialist, HUD OSDBU Craig Karnes, Director M & M Acquisition Center Lewis Boggan, Contracting Officer Eric Cobb, Director, REO Denver HOC

Panel Discussion

Contact Kristin Tucker Phone: 678-732-2641 Email: Kristin.L.Tucker@Hud.gov

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