3.75_Attach_A13_AM_Pricing_Spreadsheet.xlsm

XLSM spreadsheet 192 KB Posted Aug 22, 2017

Attached to: 3. 75 Asset Manager (AM) Services - Synopsis for the Department of HUD, Single Family Asset Management
Solicitation number: DU204SB-17-R-0003
Issued by: Department of Housing and Urban Development CPO Atlanta Operations Branch

About this file

From the source

3.75 Attachment A13

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Other files

File	Type	Posted
3.75_AM_DU204SB-17-R-0003_Conformed_Amend_000006.pdf	PDF	Sep 26, 2017
3.75_AM_Questions__Answers_9_26_17_Final.pdf	PDF	Sep 26, 2017
DU204SB-17-R-0003_Amendment_000005.pdf	PDF	Sep 25, 2017
SBA_OHA_BLB_NAICS_Decision.pdf	PDF	Sep 25, 2017
DU204SB-17-R-0003_Amendment_000004.pdf	PDF	Sep 20, 2017
DU204SB-17-R-0003_Amendment_000003.pdf	PDF	Sep 13, 2017
DU204SB-17-R-0003_Amendment_000002.pdf	PDF	Sep 5, 2017
3.75_AM_NAICS_Appeal_Notice_and_Order.pdf	PDF	Sep 5, 2017
3.75_Revised_Attach_A4_Allowable_Pass_Throughs.pdf	PDF	Aug 25, 2017
DU204SB-17-R-0003_Amend_000001.pdf	PDF	Aug 25, 2017
3.75_Attach_A3_HUD_Property_Inspection_HPIR.pdf	PDF	Aug 22, 2017
3.75_Attach_A9_Good_Neighbor_Next_Door_(GNND).pdf	PDF	Aug 22, 2017
DU204SB-17-R-0003.pdf	PDF	Aug 22, 2017
3.75_Attach_A8__CERCLA_Disclosure_of_Hazard.pdf	PDF	Aug 22, 2017
3.75_Attach_A11_Applicable_Documents.pdf	PDF	Aug 22, 2017
3.75_Attach_A6__Elimination_of_LB_Paint.pdf	PDF	Aug 22, 2017
3.75_Attach_A10_Performance_and_Payment_Bond.pdf	PDF	Aug 22, 2017
3.75_Attach_A14_HUD_Historical__Inventory.pdf	PDF	Aug 22, 2017
3.75_Attach_A4__Allowable_Pass_Throughs.pdf	PDF	Aug 22, 2017
3.75_Attach_A2__AM_Property_Inspection_Report.pdf	PDF	Aug 22, 2017
3.75_Attach_A7_Lead_Based_Paint_Disclosure.pdf	PDF	Aug 22, 2017
3.75_Attach_A12_HUD_Closing_Instruct_and_Cert.pdf	PDF	Aug 22, 2017
3.75_Attach_A1_HOC_Geographic_Areas.png	PNG image	Aug 22, 2017

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Instructions

Management and Marketing Asset Manager 3.75 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 8 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
	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

		7A	1D	5P
	Contract Line Items (CLIN)	Estimated
Quantity	Estimated
Quantity	Estimated

Quantity

Base Period - Firm Fixed Price (duration 8 months)
01: Marketing Fee Percentage	638	577	1556
02: Marketing Fee Percentage	1487	1348	3632
03: Marketing Fee Percentage	20	20	20
11: COR Directed Inspections	100	100	100
21: Appraisal Fee	2145	1945	5208
31: Record Retention/File Delivery	1	1	1
41: Post Closing Complaints	1	1	1
51: Negative Sales, HOA, Property Taxes and Other Expenses Authorized by the COR	1	1	1
Total Estimated Proposed Cost for Base Period
Option Period One - Firm Fixed Price (duration 12 months)
01: Marketing Fee Percentage	716	1365	1627
02: Marketing Fee Percentage	1672	3184	3795
03: Marketing Fee Percentage	20	20	20
12: COR Directed Inspections	100	100	100
22: Appraisal Fee	2408	4569	5442
32: Record Retention/File Delivery	1	1	1
42: Post Closing Complaints	1	1	1
52: Negative Sales, HOA, Property Taxes and Other Expenses Authorized by the COR	1	1	1
Total Estimated Proposed Cost for Option Period One
Option Period Two - Firm Fixed Price (duration 12 months)
01: Marketing Fee Percentage	700	1559	1582
02: Marketing Fee Percentage	1635	3637	3691
03: Marketing Fee Percentage	20	20	20
13: COR Directed Inspections	100	100	100
23: Appraisal Fee	2355	5216	5293
33: Record Retention/File Delivery	1	1	1
43: Post Closing Complaints	1	1	1
53: Negative Sales, HOA, Property Taxes and Other Expenses Authorized by the COR	1	1	1
Total Estimated Proposed Cost for Option Period Two
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	$ 81,000.00	$ 109,000.00	$ 95,000.00
36: Record Retention/File Delivery	$50,000.00	$50,000.00	$50,000.00
46: Post Closing Complaints	$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

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.