PWS Attachment 16 - Automatic Email Types.pdf

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Attached to
REO Case Management Support Services - Solicitation Amendment 00002 Federal contract opportunity
Solicitation number
86615622R00009
Issued by
Department of Housing and Urban Development

About this file

This solicitation requests proposals for Real Estate Owned case management support services. The U.S. Department of Housing and Urban Development seeks a contractor to provide a FedRAMP compliant commercial web-based Software as a Service subscription to support case management and workflow tracking processes for HUD, its staff, and business partners. The service must be operational, functional for basic business processes listed in the Performance Work Statement, and generally available by the June 20th proposal deadline. The anticipated contract would be for one year with four one-year options, awarded as a hybrid firm fixed price and indefinite delivery indefinite quantity contract for fixed price task orders. Proposals are due no later than 2:00 PM Eastern Time on June 20th, 2022. The solicitation number is 86615622R00009.

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Other files for this federal contract opportunity

Other files attached to REO Case Management Support Services - Solicitation Amendment 00002, newest first.
File Type Posted
Solicitation Amendment 00002 86615622R00009 (Conformed Copy 07192022).pdf PDF
SF 30 - Solicitation Amendment 00002 07192022.pdf PDF
Solicitation Amendment 00002 86615622R00009 (Conformed Copy 07192022).pdf PDF
SF 30 - Solicitation Amendment 00002 07192022.pdf PDF
Attachment 0003 - Price Schedule (Revised 07192022).xls XLS spreadsheet
Attachment 0004 - Sample Price Breakdown with Rates (Revised 07192022).xls XLS spreadsheet
SF 30 Solicitation Amendment 00001.pdf PDF
Attachment 0001 - Performance Work Statement (Revised 06152022).docx DOCX document
PWS Attachment 18 - Standard Report Listing (Revised 06152022).pdf PDF
Attachment 0004 - Sample Price Breakdown with Rates (Revised 06152022).xlsx XLSX spreadsheet
Attachment 0005 - Labor Category and Hours Breakdown Worksheet without Rates (Revised 06152022).xlsx XLSX spreadsheet
Solicitation Amendment 86615622R00009 (Conformed Copy).pdf PDF
Attachment 0003 - Price Schedule (Revised 06152022).docx DOCX document
Attachment 0007 - Past Performance Survey.docx DOCX document
Attachment 0008 - Subcontracting Plan Template.docx DOCX document
Attachment 0003 - Price Schedule.docx DOCX document
PWS Attachment 2 - User Groups.pdf PDF
PWS Attachment 1 - Geographical Locations.pdf PDF
PWS Attachment 8 - Sample Inspection Forms.pdf PDF
Attachment 0001 - Performance Work Statement.docx DOCX document
Solicitation 86615622R00009.pdf PDF
PWS Attachment 17 - SFHEDW Flow Chart.pdf PDF
PWS Attachment 7 - Accounting Post Codes.pdf PDF
PWS Attachment 12 - Payee Types and NAID Status.pdf PDF
PWS Attachment 6 - WON Categories.pdf PDF
PWS Attachment 14 - Sales Cancellation Reason Codes.pdf PDF
PWS Attachment 15 - Contract Extension Reasons.pdf PDF
PWS Attachment 9 - Reconveyance Status.pdf PDF
Attachment 0006 - Past Performance Information.docx DOCX document
Attachment 0010 - FSM Tasks (Informational Purposes Only).pdf PDF
Attachment 0005 - Labor Category and Hours Breakdown Worksheet without Rates.xlsx XLSX spreadsheet
PWS Attachment 10 - Claim Form 27011.pdf PDF
PWS Attachment 4 - Listing Period Progression.pdf PDF
PWS Attachment 19 - Vendor Performance Reports.pdf PDF
Attachment 0009 - A and M Tasks (Informational Purposes Only).pdf PDF
Attachment 0011 - MCM Tasks (Informational Purposes Only).pdf PDF
Attachment 0002 - Quality Assurance Surveillance Plan.doc DOC document
Attachment 0004 - Sample Price Breakdown with Rates.xlsx XLSX spreadsheet
PWS Attachment 18 - Standard Report Listing.pdf PDF
PWS Attachment 5 - Data Mapping.pdf PDF
PWS Attachment 13 - Contract Data Elements.pdf PDF
PWS Attachment 11 - Note Categories.pdf PDF
PWS Attachment 3 - Sample Appraisal Review Form.pdf PDF
PWS Attachment 20 - Work Assignment Template.pdf PDF
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Text version

ATTACHMENT 16 AUTOMATIC EMAIL TYPES

Automatic emails shall be provided to mortgagees when these actions are performed by HUD staff:

1. Once a claim is suspended, an automatic email will be sent to the mortgagees set up to receive Claim emails.

2. Once a claim upload is approved, mortgagees will be notified when their documentation has been accepted.

3. If a claim upload in rejected, mortgagees will be sent an email explaining why their documentation was rejected.

The Provided Business Service’s Inactivate User Reminder

An email will be sent 15 days prior and 1 day prior to users being inactivated from the provided business service because they will not have logged in for 90 days.

Bid Counteroffer Notice Email

Added the following wording to the existing email: “During this period, HUD can and will receive counteroffer bids from all unsuccessful bidders, as well as other bids from first-time bidders. HUD will accept any bid that is at least equal to or greater than the minimum acceptable net offer and presents the highest net to HUD.”

The Provided Business Service’s Inactivate User Reminder

An email will be sent 15 days prior and 1 day prior to users being inactivated from the provided business service because they will not have logged in for 90 days.

Login Expiration Reminders will be sent to a user whose account will expire in the next 5 days if they do not log into the system

Password Expirations

To notify users 5 days before their passwords will expire

This allows users to update their password and keep their account active, making it easier to avoid an inactive account that requires reauthorizing agency access

Quarterly Notice

To remind users to update their company information quarterly

Appraisal Rejections

Emails will be generated when AM rejects an Appraisal submitted by the Appraiser through the Portal

Inspection Rejections

Emails will be generated when AM or FSM rejects an Inspection submitted by the Inspector through the Portal

Work Notification Completion

Emails will be generated to the AM or MCM user who creates the Work Notification when the FSM adds the Completion Date on the Work Notification Screen

File details come from the government source that posted it. Updated .