PWS Attachment 18 - Standard Report Listing.pdf
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- Attached to
- REO Case Management Support Services - Solicitation Amendment 00002 Federal contract opportunity
- Solicitation number
- 86615622R00009
About this file
This solicitation requests proposals for REO case management support services. The Department of Housing and Urban Development seeks a contractor to provide a FedRAMP compliant commercial web-based SaaS subscription service to support REO case management and workflow tracking processes. The services include a web portal, applications, and reports. The contract consists of a one-year base period with four one-year options and is a hybrid of firm fixed price and indefinite delivery indefinite quantity line items for future fixed price task orders. The NAICS code is 518210 with a $35 million small business size standard. Proposals are due by June 20, 2022. The point of contact for questions is the contracting officer.
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Text version
ATTACHMENT 18 STANDARD REPORT LISTING
The provided method shall include the following exportable reports:
Adhoc Reports including a reporting screen, delete, share, unshare, publish and unpublish template
Scheduled Reports
Accounting Reports – case accounting history report
Bid Management Reports including Bid History, Bids Accepted Below Threshold, and Counter Offer Reports
Case Management Reports categorized into Daily, Weekly, Monthly, E-signature, and BIRT Reports
- The Daily Reports shall include the following reports:
o Acquisition and Aging Detail o Acquisition and Aging Summary o Active Inventory Daily Report o Active Inventory (Custodial cases included) o Administrative Remedies
Report o Appraisal History Report o Appraisal Review Report o A43C Error Code Report o BPO History Report o BSCA Closing Report o Case Assignment Report (MM3 et seq.)
o Case Inventory Report o Case Step Report o Cases without Tax Report o Closed Cases Report o Closing Agent Inventory Report o Closing Agent Performance o Communication Log Report o Comparable Sales Report o Condo Fees Report o Condo/HOA Report o Days to List Report o Days to Ready to Show Report o Delayed Sales Closing Report o Delinquent Tax Bill Report o Disposition History Report o Disposition Program History o Earnest Money Forfeit Report o FSM Average Cost by Property o Form 27011A Report o GeoCode Report o GeoCoding Reject Report o Good Neighbor Sales Report o Hard to Sell Aged Inventory o Held Off Market Detail Report o Held Off Market Exception o HOC Inspection Report o HPIR Mortgage Neglect Report o IIF Failure Reason Report o Inspection Report o List Price BPO AVM Report o Missing Title Evidence Report o Multiple Purchaser Report o NSP Sales Report o Nonprofit Govt Agency Sales o One Dollar Homes Detail Report o One Dollar Homes Summary
Rep o Overallowable Inspection Comp o Previous FSM and AM Report o Price Reduction Report o Properties Not Ready to Show o Property Expense History o Property Liquidation Report o Purchase History by SSN Report o Reconveyance Appraisal Differ o Reconveyance Report o Reconveyance Unrecovered
Report o REO Closing Agent Report o Revitalization Area Report o Routine Inspection Report with new logic o Routine Inspection Report with old logic o Sales Cancellation Reason o Sales Contract Extension o Sales Incentive Report o Selling Broker Sales Report o Showcase Properties Report o Step History Report o Step Zero Case Detail Report o Tax Account History o Tax Account Report o Title Review Report o Unmatched Sales Report o Unreconciled Cases Report o Unreconciled Cases Step 9 o Vandalism Incident Report o Vandalism Report o Work Order Report o Workflow Report o Z Track Report
- The Weekly Reports shall include:
o Weekly Appraisal, o REO Inventory Activity, o REO Portfolio reports.
- The Monthly Reports shall include:
o MEAP Report, o MEAP State Report, o REO DAS Reports.
- The E-Signature Reports shall include an authentication report and Envelopes in Progress report.
- BIRT Reports
Collection/Receivable Reports shall include an Outstanding Receivables report.
Daily Activity Reports shall include:
o AM Daily, o FSM Daily, o GTM Daily, o GTR Daily, o MCM Daily reports.
Disbursement Reports shall include:
- CLIN Total Expenditure Report
- PM Billing Report
- Transmittal Status Report
- Invoice Listing by Transmittal
- Invoice Listing by Tax Transmittal
- Support Services Report
- HUD Staff Tracking Report
- Transmit Monthly Case Report
- Transmit Monthly State Report
- Transmit Active Case Report
Exception Reports
MCM Metrics Reports shall include:
o Extension Request Decision, o Time to Extension Decision, o Time to Surchargeable Decision, o Time to Overallowable
Decision, o Time to Hard Edit Resolution reports.
Monitoring Plan Reports shall include the following categories of reports:
- AM Reports o Q1 Initial Inspections o Q2 Days to Close o Q3 Properties Under Contract o Q4 Days to List o Q5 Days on Market o Q6 HUD-1 Reviews o Q7 Invoice and Payments o Q8 Rejected Transmittals o Q9 Aged Inventory o Q10 Properties Not Listed
- FSM Reports o Q1 Ready to Show Activities o Q2 HPIR Activities o Q3 Routine Inspections o Q4 Health and Safety o Q5 Invoices and Payments o Q6 Rejected Transmittals o Q7 Held Off Market
Pre-Conveyance Reports shall include the following reports:
- Conveyance Extension
- Occupied Conveyance
- Overallowables
- Surchargeable Damage
- Missing P260 Cases
- CWCOT Claim
- Pre-Conveyance Inspection
Projection Reports
Scorecard Reports (AM/FSM/MCM)
- AM Scorecard Reports o Owner Occupancy Rate o Inspection Compliance o Average Days to Close o Percent Under Contract o Average Days to List o Average Days in Market o Average Sales Margin o Average Time in Inventory
- FSM Scorecard reports o Ready to Show o HPIR Completed Timely o Routine Inspections o Hazards Abated within 24 Hours
- MCM Scorecard Reports o Extension of Tiem Requests o Extension of Time Appeals o Occupied Conveyances o Overallowable Requests o Overallowable Appeals o Surchargeable Damage o Surchargeable Damage Appeal o Part A Claim Reviews o Part, B, C, and D Reviews o Hard Edit Reviews o Hard Edits Not Resolved o Title Review
- Supporting Reports o AM – Owner Occupancy Rate o AM – Inspection Compliance o AM - Average Days to Close o AM – Percent Under Contract o AM – Average Days to List o AM – Average Days on Market o FSM – Ready to Show o FSM – HPIR Completed Timely o FSM – Routine Inspections o FSM – Hazards Abated within
24 Hours o MCM – Extension of Time
Requests o MCM – Extension of Time
Appeals o MCM – Occupied Conveyances o MCM – Overallowable Requests o MCM – Overallowable Appeals o MCM – Surchargeable Damage o MCM – Surchargeable Damage
Appeal o MCM – Part A Claim Review o MCM – Part B, C, and D Reviews o MCM – Hard Edit Reviews o MCM – Hard Edits Note
Resolved o MCM – Title Review
- Scorecard Screen
- AM/FSM Scorecard Overview report
- MCM Scorecard Overview report
- Scorecard Administration
- Scorecard Exclusion Reasons
- Scorecard Exclusion Report
- Approve Scorecard Exclusions
Tax Service Reports
- Property Exceptions
- Taxing Authority Exceptions
- Tax Service Summary
- Tax Service Details
- Missing Tax Information
- Missing Tax Authority Tax Type
- Missing Tax Period Lines
Trend Reporting
Valuation (Best Ex) Reports – Disposition Strategy Reports
Vendor Reports
- Contractor Assignment (MM3)
- Contractor Expenditure Report
- HHS Selling Broker/Agent Dir
- Selling Broker Recertification
- Selling Broker Report
- Tax Authority Report
- Vendor Directory Report
- Vendor Expenditure Report
- Vendor Expenditure (w/ MM)
- Vendor Property Count Report
- Vendor Contracts Report (PDF)
REO Management Reports
- Avergae List Price
- CASe Inventory by Step
- Case Inventory by Days
- Case Invenotry by State
- Cases by HOC and Step
- Cases by State and Step
- Cases by Contract Area/Step
- Cases by HOC State and Step
- Case Step 6 Listed Days
- Case Step 6 Over 180 Days
- Geographic case Count Report
- Inventory by State
- Inventory 180 Days by State
- Listed Cases by Disposition
- Property Outliers Report
- REO Summary report
- Redline report
Security Reports
- Security Access Summary Report
- Security Access Detail Report
- User Access Report
- User Login report
- User Login Report (OIG)
Miscellaneous Report-
- Bulletin Board report
- Case Exception Report
- Lookup List report
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