HECM Sources Sought Request for Information 86614620Q00010.docx

SOURCES SOUGHT MARKET RESEARCH

Brief and Questionnaire

HUD HECM Analysis

The U.S. Department of Housing and Urban Development (HUD) is conducting Market Research in accordance with FAR Part 10.

THIS IS A SOURCES SOUGHT NOTICE ONLY. This is not a request for offers, quotes or proposals. This notice does not represent a commitment by the Government to issue a solicitation or award a contract. This is a market research tool only to determine the capability of potential sources. No reimbursement will be made for any costs incurred and/or associated with providing information in response to this Sources Sought or any follow-up information. Contractors shall not submit proposals, quotes, or bids in response to this Sources Sought.

I. BACKGROUND:

New Procurement.

II. BRIEF DESCRIPTION

The Department of Housing and Urban Development (HUD) is issuing this sources sought synopsis as a means of conducting market research to identify parties having an interest in and the resources to support this requirement for Home Equity Conversion Mortgage Program (HECM) Analysis Project. The applicable North American Industry Classification System (NAICS) code assigned is 541720 -Research and Development in the Social Sciences and Humanities.

Requirements Description

The type of work to be conducted includes:

Tasks

1. Develop a research design and data analysis plan (RD/DAP) that shall serve as a guide to address the research objectives outlined in the (PWS).

2. Research Report

3. The Contractor shall develop a Research Design and Data Analysis Plan

4. Produce Literature Review Provide a description of the HECM borrowers and how they utilized the various disbursement options.

Provide an analysis of the financial performance of the insurance program.

Provide a summary and individual impacts of the changes to the HECM program over time and the effect those changes would be expected to have on future performance as well as an evaluation of how recent changes would have impacted past performance

5. Final Report & Data Appendix

III. INSTRUCTIONS TO RESPONDENTS

Interested parties are requested to respond to this Sources Sought by responding to the Questionnaire below. Respondents must provide the responses below the questions on the Questionnaire

A. Due Date - Responses to this Sources Sought are due on (Friday, June 26, 2020 at 11:00 am CST.) Responses received after the specified date and time may not be considered.

B. Response Submission

Responses to the Questionnaire for HECM Tasks shall be submitted below each question on the Questionnaire. The completed Questionnaire with responses shall be submitted in Microsoft (MS) Word and shall not exceed fifteen (4) pages. Respondents must use 12 point Times New Roman font type with 1-inch margins on standard 8-1/2 by 11-inch paper.

C. All responses must be UNCLASSIFIED and will become Government property, and will not be returned. Standard marketing brochures or catalogs will be discarded.

D. The Government recognizes that proprietary data may be a part of your submittal. If so, clearly mark such restricted or propriety data and present it as an addendum to the non-restricted/non propriety information. All submittals received will be reviewed for informational purposes. The Government reserves the right to independently verify all information submitted.

E. Reponses that are not in accordance with the instructions above, including the due date and time and page limitations, may not be considered.

F. Responses shall be emailed to the following: (Josefina.A.McGhee@hud.gov, and Leroy.H.White@hud.gov ).

IV. QUESTIONNAIRE

Interested parties are requested to respond to this Sources Sought Questionnaire below for HECM Analysis.

A. Section 1: Corporate Description Provide all answers below the question.

Responses must include all of the following information:

1. Name of firm, CAGE Code and DUNS Number.

2. State the business size status and NAICS code, including whether: Small, Small Disadvantaged, 8(a), Women-Owned, HUBZone, Veteran Owned and/or Service Disabled Veteran-Owned Business, etc.

3. Points of contact, including: Name, Title, Phone, and E-mail Address.

4. Affiliate information, including parent corporation, joint venture partners, potential teaming partners, prime contractor (if potential sub) or subcontractors (if potential prime).

B. Section 2: Firm’s Experience Provide all answers below the question.

Please indicate the extent of your firm’s experience in performing (HECM Analysis). If the firm is partnering or subcontracting with other firms, please provide separately the experience of each firm. Please review the (HECM Analysis) Brief above.

1. Prime Contractor Name: __________________________________ HECM Analysis or Similar Services ___________ Years

2. Subcontractor or Partner Name: __________________________________ HECM Analysis or Similar Services ___________ Years

C. Section 3: HECM Home Equity Conversion Mortgage Program or Similar Services Provide all answers below the question.

Describe your firm’s experience in HECM Analysis or Similar Services. Specifically:

· Previous experience in research design/data collection and analysis plan, analysis of financial performance/loan programs, home equity conversions,

· Working knowledge of Data Collection Instruments, OMB Clearance Package

· Literature Review of Housing Programs

· Skills in oral and written communication.

PLEASE DO NOT PROVIDE ANY SUPPLEMENTAL INFORMATION. DO NOT SUBMIT TECHNICAL OR COST PROPOSALS OR ANY OTHER INFORMATION. THE PURPOSE OF THIS MARKET RESEARCH IS TO OBTAIN OVERALL SUMMARY INFORMATION.

YOU ARE REQUESTED TO ANSWER THE QUESTIONS LISTED IN THE QUESTIONNAIRE ONLY.

MARKET RESEARCH ONLY – BRIEF DESCRIPTION OF SERVICES

Market Research – FAR Part 10 Page 4 of 4 Brief and Questionnaire (HECM Analysis)