PWS - EFS- 7-12-21 - Training.pdf

DRAFT – For Reference Purposes Only

OFFICE OF INSPECTOR GENERAL HOUSING AND URBAN DEVELOPMENT

OFFICE OF LEGAL COUNSEL

GINNIE MAE RELATED EXPERT FINANCIAL SUPPORT SERVICES

ORDER FOR TRAINING, DEVELOPMENT AND DELIVERY

The Office of the Inspector General (OIG) at the U.S. Department of Housing and Urban Development (HUD) is an independent government entity established by the Inspector General Act of 1978, to safeguard government funds provided to HUD to assist and support affordable housing and community development from fraud, waste, and abuse. Agency staffs are located in Washington, DC and in regional and field offices across the country.

1.0 PURPOSE and OBJECTIVE

The purpose of this requirement is to obtain subject matter expertise to provide training regarding GNMA related topics.

1.1 BACKGROUND

As per the GNMA Related Expert Financial Support Services Vehicle Performance Work Statement.

1.2 SCOPE

The scope of this order is to obtain expert support services to provide GNMA related training, to include the research and development of coursework as necessary.

1.3 CONTRACTOR PERSONNEL

1.3.1 PROJECT/PROGRAM MANAGER/TEAM LEAD(S). The Contractor shall provide a Project/Program Manager/Team Lead or equivalent (PME)) who shall be responsible for all Contractor work performed under this action. The role of PME status may be assigned to any individual supporting this action who is a Certified Public Accountant and designated by the Contractor as having the authority to obligate the Contractor.

1.3.2.1 The PME shall be a single point of contact for the Contracting Officer and the COR for the contract, and is designated as KEY. The PME shall be responsible for all deliverables, staffing, and actions under this requirement. The name of the PME, and the name(s) of any alternate(s) who shall act for the Contractor in the absence of the PME, shall be provided to the Government. During any absence of the PME, only one alternate shall have full authority to act for the Contractor on all matters relating to work performed under the contract. The PME and all designated alternates shall be able to read, write, speak and understand English.

1.3.2.2 The PME shall be available to the COR via telephone during normal business hours.

1.3.3 QUALIFIED PERSONNEL. The Contractor shall provide qualified personnel to perform all requirements specified in this PWS. Personnel proposed shall be in accordance with the labor mix and approach described by the contractor’s proposal. Resumes describing the qualifications of the Contractor’s key personnel will be submitted to the COR on an ongoing basis as new personnel are assigned to this audit.

1.4 KICK OFF MEETING

The contractor shall be available for a Contract Kick Off meeting within 10 Business Days of the date of award. This may be in person at HUD OIG HQ or via teleconference.

1.5 PERIOD OF PERFORMANCE

The primary place of work shall be the contractor’s facilities. HUD OIG will provide conference space/work space at secondary worksites, to include HUD OIG HQ in Washington DC and other offices located CONUS as necessary.

1.6 TRAVEL

The Contractor may be required to travel to conduct fieldwork at the contractor and/or subcontractor’s location, unless otherwise specified. Travel shall be approved in advance by the COR or Contracting Officer. Travel is subject to the Federal Travel Regulations.

1.7 SPECIAL SECURITY AND INFORMATION CONTROL REQUIREMENTS

In addition to any security requirements contained in the Terms and Conditions, the contractor shall adhere to the following:

1.7.1 CONFIDENTIALITY AGREEMENTS

The Contractor and its employee performing the work under this order must be required to submit a non-disclosure/confidentiality agreement.

2.0 GOVERNMENT TERMS AND DEFINITIONS

ARO After Receipt of Order CAPD Contracts and Procurement Division CD Communications Division CO Contracting Officer COR Contracting Officer Representative CPOC Central Point of Contact CS Contract Specialist DOA Date of Award GFE Government Furnished Equipment HUD Housing and Urban Development MFD Multi-Function Device OEM Original Equipment Manufacturer OIG Office of the Inspector General PO Program Office SAR Semi Annual Report to Congress

3.0 GOVERNMENT FURNISHED RESOURCES

The government shall furnish necessary access to employees, facilities, and information systems as necessary for the contractor to complete the required work. On a case by case basis, HUD OIG will furnish a laptop if necessary, to access specific government networks, subject to completion of appropriate background checks. For access to certain information the Contractor will be required to sign a Non-Disclosure Agreement or similar documentation.

4.0 CONTRACTOR FURNISHED RESOURCES

The contractor shall furnish all resources necessary to complete the requirements, excluding those items specified in 3.0.

5.0 REQUIREMENTS

The contractor shall research, develop, and provide training on GNMA related subjects. Training shall be tailored based on HUD OIG’s GNMA oversight mission. HUD OIG anticipates requiring training on up to eight (8) overarching topics depending to schedule and timing, to include:

• Mortgage Backed Securities (MBS) (Basic – Loan to Security)

• Financing (Issuer Side, Lender Side, MBS Systems, Non Bank Issuers)

• Risk Assessment and Modeling

• Residential MBS, Hospital/Section 232 MBS

• GNMA Securitizations, Loan Servicing, and Issuer Contracts

• GNMA related Laws, Statues, Bank Regulation, and Capital Requirements

• Capital Markets and Market Securities, to include Market issues (rates, LIBOR, SOFR), the role of GNMA in the economy, and Structured Finance/REMICS

• True Sale Accounting

Training shall abide the following tasking process and requirements established in the overarching vehicle PWS section 5.3.

5.1 REGULAR REPORTING and REGULAR MEETINGS

The Contractor shall provide a biweekly written report to the COR, to include at a minimum work performed during the preceding time period (including labor categories/hours) and broken down by task, and a record of tasks performed in sufficient detail as to allow the COR to verify invoiced work. The report shall also include status updates for assigned tasks and projects, issues identified, and general projections/tasks for the next reporting period, in addition to any other fields as requested by the COR.

A regular meeting will be held monthly, to include the COR, the Contractor PM or Team Lead, on a date jointly agreed to by both parties. Meetings may be held more frequently by request of the COR if needed to address emergent issues.

6.0 REFERENCE DOCUMENTS AND LINKS

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7.0 DELIVERABLES AND SUCCESS CRITERIA

ITEM SOW DELIVERABLE DUE BY

1 1.4 Kick Off Meeting With 10 Business Days of Award

2 5.0 Training Action Plans (TAP) and Implementations/Executions

Upon request, and then as agreed to by the COR and PM and subject to the establishment of the TAP

3 5.1 Reporting and Regular Meetings Biweekly and Monthly