JOFOC signed.pdf

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Attached to
Home Equity Conversion Mortgage (HECM) Justification Sole Source Federal contract opportunity
Solicitation number
86614924R00002
Issued by
Department of Housing and Urban Development

About this file

This document is a Justification for Other Than Full and Open Competition (JOFOC) for a bridge contract for National HECM Loan Servicing with Compu-Link Corporation (Celink).

The JOFOC states that HUD intends to negotiate a sole source fixed-price contract with Compu-Link Corporation for a 3-month base period and 9-month option period to service a portfolio of over 100,000 Home Equity Conversion Mortgage (HECM) loans. The statutory exception cited is "Only one responsible source and no other supplies or services will satisfy agency requirements" under FAR 6.302-1. The estimated cost of the acquisition is $13,855,750. The JOFOC requires various approvals based on the estimated cost range of $750,000 to $15,000,000. The Contracting Officer must obtain the necessary approvals and make a determination that the anticipated cost/price is fair and reasonable.

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Other files for this federal contract opportunity

Other files attached to Home Equity Conversion Mortgage (HECM) Justification Sole Source, newest first.
File Type Posted
Exhibit 1 final - JA Compu-Link Bridge.docx.pdf PDF
PWS 1.4.2023 SAM.docx DOCX document

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Text version

Justification for Other Than Full and Open Competition

U.S. Department of Housing and Urban Development

Office of the Chief Procurement Officer

PART 1 - PROGRAM OFFICE RECOMMENDATION

I recommend the use of other than full and open competition for the acquisition of [describe services or supplies]

Negotiations should be conducted with the following source(s) only [provide names, addresses and points of contact; continue on separate sheets as needed]:

The estimated cost of this acquisition is: $

The statutory exception which allows this use of other than full and open competition is [select one]:

O Only one responsible source and no other supplies or services will satisfy agency requirements - 41 USC mm (D)(1) (see FAR 6.302-1)

O Unusual and compelling urgency - 41 USC mm (D)(2) (see FAR 6.302-2)

O Industrial mobilization; engineering, developmental or research capability; or expert services - 41 USC mm (D)(3) (see FAR 6.302-3)

O Authorized or required by statute - 41 USC mm (p(5) (see FAR 6.302-5) O Public interest (NOTE: requires Secretarial approval and Congressional Notification) - 41 USC mm (D)(7) (see FAR 6.302-7)

O A description of the circumstances that support the use of the above statutory authority is attached and included as Exhibit 1 to this justification.

Program Office Certification. I certify that the information contained in this justification is accurate and complete to the best my knowledge and belief.

Head of Program Office [name]

Title/Name of Office:

Signature:

Date:

For additional information contact:

PART 2 - CONTRACTING OFFICER REVIEW AND CERTIFICATION

Provide additional justification and comments here. Continue on back as needed.

Contracting Officer Certification.

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Name:

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Date: Signature:

Previous edition unusable

Justification for Other Than Full and Open Competition

U.S. Department of Housing and Urban Development Office of the Chief Procurement Officer

PART 1 - PROGRAM OFFICE RECOMMENDATION

I recommend the use of other than full and open competition for the acquisition of [describe services or supplies]

Negotiations should be conducted with the following source(s) only [provide names, addresses and points of contact; continue on separate sheets as needed]:

The estimated cost of this acquisition is: $ The statutory exception which allows this use of other than full and open competition is [select one]:

Only one responsible source and no other supplies or services will satisfy agency requirements - 41 USC 3304 (a)(1) (see FAR 6.302-1) Unusual and compelling urgency - 41 USC 3304 (a)(2) (see FAR 6.302-2) Industrial mobilization; engineering, developmental or research capability; or expert services - 41 USC 3304 (a)(3) (see FAR 6.302-3) Authorized or required by statute - 41 USC 3304 (a)(5) (see FAR 6.302-5) Public interest (NOTE: requires Secretarial approval and Congressional Notification) - 41 USC 3304 (a)(7) (see FAR 6.302-7) A description of the circumstances that support the use of the above statutory authority is attached and included as Exhibit 1 to this justification.

Program Office Certification. I certify that the information contained in this justification is accurate and complete to the best my knowledge and belief.

Head of Program Office [name] Title/Name of Office:

Signature: Date: For additional information contact:

PART 2 - CONTRACTING OFFICER REVIEW AND CERTIFICATION

Provide additional justification and comments here. Continue on back as needed.

Contracting Officer Certification.

I certify that the information contained in this justification is accurate and complete to the best of my knowledge and belief.

Name: Signature: Date:

Previous edition unusable Page 1 of 2 form HUD24012 (12/2020)

Bridge contract for National HECM Loan Servicing

Compu-Link Corporation (Celink) 3900 Capital City Blvd. Lansing, MI 48906-2147 See Exhibit 1

13,855,750.00

Vance T. Morris Associate General Deputy Assistant Secretary, Office of Housing, H

Christopher Stuart

25-01

Docusign Envelope ID: AC387C9B-34D4-4E44-91DD-BD27A87D4D9B

10/21/2024

10/22/2024

$750,000 to $15,000,000 - Competition Advocate

$$15,000,000 to $75,000,000 - Head of the Contracting Activity

PART 3 - OTHER APPROVALS

Up to $EE0,000 - Contracting Officer

Name

Title

Signature

Date

Over $6 E, E00,000 - Senior Procurement Executive

Additional Contracting Officer justification/comments from front [attach additional pages if needed]

Additional Guidance for Completing the Justification (see HUD Handbook 2210.3, Chapter 4)

PART 1 - Program Office Recommendation

The supporting documentation in the Exhibit 1 must describe:

• The nature of the proposed acquisition that requires other than full and open competition;

• The unique qualifications of any proposed sole source; and

• The market research conducted (see FAR Part 10) and the results or the reason(s) why market research was not conducted.

The cost estimate must include all costs of the proposed acquisition, e.g., options, systems life costs, etc. The total will determine the approval level needed (see 3 below).

FAR Subpart 6.3 describes the statutory exceptions, their applicability and limitations on their use.

"Head of the Program Office" means:

• For all Headquarters acquisitions: the cognizant Assistant

Secretary or designee.

• For field acquisitions: the program office director (e.g., Director, Multifamily Housing) within the State or Area Office.

PART 2 - Contracting Officer Review and Certification

Besides any information provided to support the program office's justification, the Contracting Officer shall provide:

• Documented results of any )1-13111XBusiness 2 SSFLIW4/ notices or explanation of why no notice was published.

• A statement of actions the Department may take to remove barriers to competition for subsequent acquisitions of similar services / supplies; and

• A determination that the anticipated cost / price is fair and reasonable.

(See FAR Subpart 6.3 for further guidance.)

The Contracting Officer signing the certification shall be the same individual who will sign the proposed acquisition action which is the subject of this justification.

PART 3 - Other Approvals The Contracting Officer shall obtain the approval for the dollar value ranges indicated.

If any person required to sign in these blocks disapproves this justification, he/she shall return it to the requesting activity with a written determination.

The requesting activity may obtain the name of the "Contracting Activity Competition Advocate" from the cognizant contracting office.

The "Head of Contracting Activity' is defined at Subpart 2402.1 of the HUD Acquisition Regulation (48 CFR Chapter 24). The cognizant contracting office may also provide the name of this individual.

Previous edition unusable

PART 3 - OTHER APPROVALS

Up to $750,000 - Contract ing Off icer Name Tit le

Signature Date

Over $75,000,000 - Senior Procurement Executive Name Tit le

Signature Date

Addit ional Contract ing Off icer just if icat ion/comments from front [at tach addit ional pages if needed]

Additional Guidance for Completing the Justification (see HUD Handbook 2210.3, Chapter 4)

PART 2 - Contracting Officer Review and Certification

PART 1 - Program Office Recommendation The supporting documentation in the Exhibit 1 must describe:

• The nature of the proposed acquisition that requires other than full and open competition;

• The unique qualifications of any proposed sole source; and

• The market research conducted (see FAR Part 10) and the results or the reason(s) why market research was not conducted.

The cost estimate must include all costs of the proposed acquisition, e.g., options, systems life costs, etc. The total will determine the approval level needed (see 3 below).

FAR Subpart 6.3 describes the statutory exceptions, their applicability and limitations on their use.

"Head of the Program Office" means:

• For all Headquarters acquisitions: the cognizant Assistant Secretary or designee.

• For field acquisitions: the program office director (e.g., Director, Multifamily Housing) within the State or Area Office.

Besides any information provided to support the program office's justification, the Contracting Officer shall provide:

• Documented results of any Federal Business Opportuity notices or explanation of why no notice was published.

• A statement of actions the Department may take to remove barriers to competition for subsequent acquisitions of similar services / supplies; and

• A determination that the anticipated cost / price is fair and reasonable.

(See FAR Subpart 6.3 for further guidance.)

The Contracting Officer signing the certification shall be the same individual who will sign the proposed acquisition action which is the subject of this justification.

PART 3 - Other Approvals The Contracting Officer shall obtain the approval for the dollar value ranges indicated.

If any person required to sign in these blocks disapproves this justification, he/she shall return it to the requesting activity with a written determination.

The requesting activity may obtain the name of the "Contracting Activity Competition Advocate" from the cognizant contracting office.

The "Head of Contracting Activity" is defined at Subpart 2402.1 of the HUD Acquisition Regulation (48 CFR Chapter 24). The cognizant contracting office may also provide the name of this individual.

Previous edit ion unusable Page 2 of 2 form HUD24012 (12/2020)

Docusign Envelope ID: AC387C9B-34D4-4E44-91DD-BD27A87D4D9B

New Bookmark

2024-10-22T04:05:52-0700
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2024-10-23T08:18:45-0400
AKINSOLA AJAYI

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