MM_3.9_AM_Price_Proposal_A15.xlsm

XLSM spreadsheet 222 KB Posted Sep 28, 2017

Attached to: 3. 9 Asset Manager (AM)
Solicitation number: DU204SA-17-R-0001
Issued by: Department of Housing and Urban Development CPO Atlanta Operations Branch

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File	Type	Posted
Solicitation_DU204SA-17-R-0001_Amendment_3.pdf	PDF	May 16, 2018
Amendment_1.pdf	PDF	Oct 20, 2017
3.9_Section_J_Attachment_A11.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A14.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A10.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A6.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A3.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A2.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A7.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A8.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A1.png	PNG image	Sep 28, 2017
3.9_Historical_Inventory_A16.xlsx	XLSX spreadsheet	Sep 28, 2017
3.9_Section_J_Attachment_A12.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A13.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A4.pdf	PDF	Sep 28, 2017
DU204SA-17-R-0001.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A5.pdf	PDF	Sep 28, 2017
3.9_Section_J_Attachment_A9.pdf	PDF	Sep 28, 2017

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Instructions

Management and Marketing Asset Manager 3.9 Price Proposal

Instructions:

Please make sure macros are enabled in Microsoft Excel or this spreadsheet will not work.

Use the screenshots below the start button as a guide to enable macros.

Click the start button to begin the process. This button can also be used to restart or edit the

process if exited before completed, or the Edit button on the Company Information tab can be

used.

Fill out the proposed unit prices highlighted in yellow with numbers with a maximum of two decimal

places.

CLIN 01 is automatically calculated as 10% more than the entered value for CLIN 02 for the base period

and all corresponding option periods.

Please use one of the save buttons at the top of each worksheet to save this spreadsheet. A check is

run on all entered unit prices to make sure there are no more than two decimal places entered, and

the spreadsheet is saved with the correct naming convention.

Excel 2010 and 2013:

Click the Enable Content button as shown above to enable the macros.

Excel 2007:

Click the Options… button as shown above and click the Enable this content radio button on the

next screen to enable macros.

Start

Company Information

Company Information:

Company Name:

Point of Contact:

Phone Number:

Email Address:

Submitting proposal(s) for the following geographic area(s):

Note: Use the edit button to change company information or areas.

Edit Save

CLINS

		Average Sales Price	$ - 0
	Contract Line Items (CLIN)	Estimated Quantity	Unit	Proposed Unit Price	Total Unit Price
	Base Period - Firm Fixed Price (duration 12 months)
	01: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	02: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	03: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	11: COR Directed Inspections		Each	$ - 0	$ - 0
	21: Appraisal Fee		Lot	$ - 0	$ - 0
	31: Record Retention/File Delivery	1	Lot	Not to exceed	$ 50,000.00
	41: Post Closing/Complaints	1	Lot	Not to exceed	$ 100,000.00
	51: Negative Sales, HOA, Property Taxes, and Other Expenses
Authorized by the COR	1	Lot	Not to exceed	$ 1,000,000.00
	Total Estimated Proposed Cost for Base Period				$ - 0
	Option Period One - Firm Fixed Price (duration 12 months)
	01: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	02: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	03: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	12: COR Directed Inspections		Each	$ - 0	$ - 0
	22: Appraisal Fee		Lot	$ - 0	$ - 0
	32: Record Retention/File Delivery	1	Lot	Not to exceed	$ 50,000.00
	42: Post Closing/Complaints	1	Lot	Not to exceed	$ 100,000.00
	52: Negative Sales, HOA, Property Taxes, and Other Expenses
Authorized by the COR	1	Lot	Not to exceed	$ 1,000,000.00
	Total Estimated Proposed Cost for Option Period One				$ - 0
	Option Period Two - Firm Fixed Price (duration 12 months)
	01: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	02: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	03: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	13: COR Directed Inspections		Each	$ - 0	$ - 0
	23: Appraisal Fee		Lot	$ - 0	$ - 0
	33: Record Retention/File Delivery	1	Lot	Not to exceed	$ 50,000.00
	43: Post Closing/Complaints	1	Lot	Not to exceed	$ 100,000.00
	53: Negative Sales, HOA, Property Taxes, and Other Expenses
Authorized by the COR	1	Lot	Not to exceed	$ 1,000,000.00
	Total Estimated Proposed Cost for Option Period Two				$ - 0
	Option Period Three - Firm Fixed Price (duration 12 months)
	01: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	02: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	03: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	13: COR Directed Inspections		Each	$ - 0	$ - 0
	23: Appraisal Fee		Lot	$ - 0	$ - 0
	33: Record Retention/File Delivery	1	Lot	Not to exceed	$ 50,000.00
	43: Post Closing/Complaints	1	Lot	Not to exceed	$ 100,000.00
	53: Negative Sales, HOA, Property Taxes, and Other Expenses
Authorized by the COR	1	Lot	Not to exceed	$ 1,000,000.00
	Total Estimated Proposed Cost for Option Period Three				$ - 0
	Option Period Four - Firm Fixed Price (duration 12 months)
	01: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	02: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	03: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	13: COR Directed Inspections		Each	$ - 0	$ - 0
	23: Appraisal Fee		Lot	$ - 0	$ - 0
	33: Record Retention/File Delivery	1	Lot	Not to exceed	$ 50,000.00
	43: Post Closing/Complaints	1	Lot	Not to exceed	$ 100,000.00
	53: Negative Sales, HOA, Property Taxes, and Other Expenses
Authorized by the COR	1	Lot	Not to exceed	$ 1,000,000.00
	Total Estimated Proposed Cost for Option Period Four				$ - 0
	Special FAR Option - Firm Fixed Price (duration 6 months)
	01: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	02: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	03: Marketing Fee Percentage		Percentage	0.00%	$ - 0
	16: COR Directed Inspections		Each	$ - 0	$ - 0
	26: Appraisal Fee		Lot	$ - 0	$ - 0
	36: Record Retention/File Delivery	1	Lot	Not to exceed	$ 25,000.00
	46: Post Closing/Complaints	1	Lot	Not to exceed	$ 50,000.00
	56: Negative Sales, HOA, Property Taxes, and Other Expenses
Authorized by the COR	1	Lot	Not to exceed	$ 500,000.00
	Total Estimated Proposed Cost for Special FAR Option				$ - 0
	Total Estimated Proposed Contract Value				$ - 0

Quantity

		4D	5D	3P	3S	4S	5S	6S
	Contract Line Items (CLIN)	Estimated
Quantity	Estimated
Quantity	Estimated
Quantity	Estimated
Quantity	Estimated
Quantity	Estimated
Quantity	Estimated

Quantity

Base Period - Firm Fixed Price (duration 12 months)
01: Marketing Fee Percentage	334	236	1791	283	211	445	281
02: Marketing Fee Percentage	779	550	4179	659	491	1040	657
03: Marketing Fee Percentage	20	20	20	20	20	20	20
11: COR Directed Inspections	100	100	100	100	100	100	100
21: Appraisal Fee	1133	806	5990	962	722	1505	958
31: Record Retention/File Delivery	1	1	1	1	1	1	1
41: Post Closing Complaints	1	1	1	1	1	1	1
51: Negative Sales, HOA, Property Taxes and Other Expenses Authorized by the COR	1	1	1	1	1	1	1
Total Estimated Proposed Cost for Base Period
Option Period One - Firm Fixed Price (duration 12 months)
01: Marketing Fee Percentage	354	253	1777	380	233	603	287
02: Marketing Fee Percentage	826	592	4147	888	545	1406	668
03: Marketing Fee Percentage	20	20	20	20	20	20	20
12: COR Directed Inspections	100	100	100	100	100	100	100
22: Appraisal Fee	1200	865	5944	1288	798	2029	975
32: Record Retention/File Delivery	1	1	1	1	1	1	1
42: Post Closing Complaints	1	1	1	1	1	1	1
52: Negative Sales, HOA, Property Taxes and Other Expenses Authorized by the COR	1	1	1	1	1	1	1
Total Estimated Proposed Cost for Option Period One
Option Period Two - Firm Fixed Price (duration 12 months)
01: Marketing Fee Percentage	390	278	1669	457	278	696	320
02: Marketing Fee Percentage	910	648	3894	1066	650	1624	747
03: Marketing Fee Percentage	20	20	20	20	20	20	20
13: COR Directed Inspections	100	100	100	100	100	100	100
23: Appraisal Fee	1320	946	5583	1543	948	2340	1087
33: Record Retention/File Delivery	1	1	1	1	1	1	1
43: Post Closing Complaints	1	1	1	1	1	1	1
53: Negative Sales, HOA, Property Taxes and Other Expenses Authorized by the COR	1	1	1	1	1	1	1
Total Estimated Proposed Cost for Option Period Two
Option Period Three - Firm Fixed Price (duration 12 months)
01: Marketing Fee Percentage	320	253	1374	433	254	688	318
02: Marketing Fee Percentage	747	589	3207	1010	593	1606	743
03: Marketing Fee Percentage	20	20	20	20	20	20	20
13: COR Directed Inspections	100	100	100	100	100	100	100
23: Appraisal Fee	1087	862	4601	1463	867	2314	1081
33: Record Retention/File Delivery	1	1	1	1	1	1	1
43: Post Closing Complaints	1	1	1	1	1	1	1
53: Negative Sales, HOA, Property Taxes and Other Expenses Authorized by the COR	1	1	1	1	1	1	1
Total Estimated Proposed Cost for Option Period Three
Option Period Four - Firm Fixed Price (duration 12 months)
01: Marketing Fee Percentage	310	259	2892	446	267	728	297
02: Marketing Fee Percentage	725	604	1240	1041	623	1700	694
03: Marketing Fee Percentage	20	20	20	20	20	20	20
13: COR Directed Inspections	100	100	100	100	100	100	100
23: Appraisal Fee	1055	883	4152	1507	910	2448	1011
33: Record Retention/File Delivery	1	1	1	1	1	1	1
43: Post Closing Complaints	1	1	1	1	1	1	1
53: Negative Sales, HOA, Property Taxes and Other Expenses Authorized by the COR	1	1	1	1	1	1	1
Total Estimated Proposed Cost for Option Period Four
Special FAR Option - Firm Fixed Price (duration 6 months)
01: Marketing Fee Percentage
02: Marketing Fee Percentage
03: Marketing Fee Percentage
16: COR Directed Inspections
26: Appraisal Fee
36: Record Retention/File Delivery
46: Post Closing Complaints
56: Negative Sales, HOA, Property Taxes and Other Expenses Authorized by the COR
Total Estimated Proposed Cost for Special FAR Option
Total Estimated Proposed Contract Value
Average sales price	$ 75,000.00	$ 114,000.00	$ 97,000.00	$ 117,000.00	$ 133,000.00	$ 236,000.00	$ 165,000.00
36: Record Retention/File Delivery	$50,000.00	$50,000.00	$50,000.00	$50,000.00	$50,000.00	$50,000.00	$50,000.00
46: Post Closing Complaints	$100,000.00	$100,000.00	$100,000.00	$100,000.00	$100,000.00	$100,000.00	$100,000.00
56: Negative Sales, HOA, Property Taxes and Other Expenses Authorized by the COR	$1,000,000.00	$1,000,000.00	$1,000,000.00	$1,000,000.00	$1,000,000.00	$1,000,000.00	$1,000,000.00

Completed

	Area	Completed?	Complete
2=Yes 1=No	# of Areas	# of Completed	All Complete?

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File details come from the government source that posted it. Updated Nov 14, 2017.