Request for Quote FHF-24-Q-0060.pdf

Federal Housing Finance Agency Constitution Center 400 7th Street, S.W.

Washington, D.C. 20219

Telephone: (202) 649-3800 Facsimile: (202) 649-1071 www.fhfa.gov

DATE: April 25, 2024

TO: PROSPECTIVE VENDORS

SUBJECT: REQUEST FOR QUOTATION (RFQ) – FHF-24-Q-0060

Subject to the Availability of Funds PROJECT: Consulting Services to Provide Analytic Support to the National Mortgage

Database Program (NMDB)

This is a combined synopsis/solicitation and request for quotes (RFQ) for commercial items in accordance with the procedures of Federal Acquisition Regulation (FAR) part 12 - Acquisition of Commercial Items and FAR part 13 - Simplified Acquisition Procedures, with FAR part 12 taking precedence per FAR 13.500(b)’s reference to FAR 12.102(c). This announcement constitutes the only solicitation with quotes requested.

Funds are not presently available for performance. The Government’s obligation is contingent upon the availability of funds from which payment can be made. No legal liability on the part of the Government for any payment may arise until funds are made available to the Contracting Officer for this order.

This requirement is considered unrestricted under the North American Industry Classification System (NAICS) code 561990 – All Other Support Services – with a standard size of $16.5M.

FHFA is seeking to obtain the services of a contractor to provide analytical support services to the NMDB program. The Contractor is expected to have demonstrated expertise in mortgage finance, survey methodology, statistical programming, and analysis methods. The Contractor will apply that expertise to complete a series of analyses and other tasks as assigned by the NMDB branch manager.

The anticipated period of performance is for one (1) 12-month base period with one (1) 12-month option period, if exercised.

While not guaranteed, award is anticipated by May 24, 2024. The period of performance is anticipated to be:

Base Year 27 May 2024 – 26 May 2025 Option Year One (1) 27 May 2025 – 26 May 2026

Attachment A addresses the work requirements as a Statement of Work for the required services.

Questions, Suggested Alternate Terms, and Answers

Quoters are invited to submit any questions or suggested alternate terms (including changes to the solicitation, contract clauses, statement of assumptions, or other terms). FHFA will consider all input and attempt to balance the needs of all parties.

The Contracting Officer is the sole point of contact for this procurement. Questions regarding the solicitation or other concerns are to be submitted electronically to the Contracting Officer via e-mail to Jennifer.Sellers@fhfa.gov. Questions are to be submitted no later than 2:00 PM Eastern Time on April 30, 2024. Questions, any written responses, or amendments will be posted at the Contract Opportunities webpage (please see https://sam.gov/content/opportunities for more information).

FAR References Any FAR clauses or provisions referenced may be obtained at www.acquisition.gov/far. Also, any reference to offeror or offer has the same meaning as quoter or quote for this solicitation.

The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular (FAC) 2024-04, May 1, 2024.

Submission Instructions Quoters shall be registered in the System for Award Management as stated in FAR 52.204- 7(b)(1).

Therefore, FAR 52.204-7 and FAR 52.204-16 are hereby incorporated by reference into the solicitation.

A Quoter that is not actively registered in the System for Award Management at the time of quote submission will not have its quote considered and will not be eligible for award.

Each email quotation including attachments cannot exceed 50 MB because it may be rejected by FHFA’s server. If your entire quotation exceeds 50MB in size, please divide your quotation into appropriate smaller emails.

If a Quoter chooses to submit a quotation, the quote must remain valid for a minimum of 60 calendar days.

Quotes are due no later than 2:00PM, Eastern Time, on May 10, 2024. Late submissions, modifications, and revisions will be managed in accordance with FAR 52.212-1(f).

FHFA’s Contracting Officer reserves the right to reject the quotation as non-compliant if the quotation takes exception to any of the terms of the RFQ, includes assumptions, or does not conform to the RFQ’s submission instructions.

All quotations must include a cover page (which is not included in page limitations) with the following information:

1. RFQ Number

2. Quoter’s Name mailto:Jennifer.Sellers@fhfa.gov https://sam.gov/content/opportunities http://www.acquisition.gov/far

3. Subcontractor Name(s), If Applicable

4. Quoter Tax Identification Number (TIN)

5. Quoter System for Award Management (SAM) Unique Entity Identifier (UEI)

6. Contact Name

7. Contact Email address

8. Contact telephone number

9. Complete business mailing address

10. The following statement “The Quoter takes no exception and completely accepts all the terms and conditions in the RFQ and subsequent amendments.”

Volume I: Technical Quotation

The Quoter’s technical submission should demonstrate the quoter’s capability to perform the work requirements outlined in the Attachment A. Volume I shall include separate sections within the volume outlining the following items:

Technical Capability The Technical Capability shall describe, in narrative form, the Quoter’s proposed overall capability to fulfill the overall requirements of Attachment A. In addition, the quoter shall provide a list of published papers, reports, and other analytic products or a description of equivalent experience.

Key Personnel The Quoter shall propose key personnel that demonstrate the level and depth of professional expertise, certifications and experience necessary to successfully meet or exceed the requirements found in Attachment A’s requirements. Please ensure resume or curriculum vitae clearly documents the minimum requirements as stated in Attachment A. At a minimum, the Quoter shall provide a brief narrative that defines the key personnel’s role during performance.

The quotation shall include the key personnel’s resume or curriculum vitae that must not exceed thirty (30) pages total.

The Quoter shall submit a matrix that identifies the key personnel’s position, degree(s), certification, and years of relevant experience. Below is an example matrix template, but a Quoter may include additional information or format in whatever way the Quoter believes best communicates the information.

Name Labor Category

Years of Relevant Experience Education Certifications

By submitting a quotation each Quoter certifies to the following statement: “I certify that each individual identified as key personnel is available for performance. If an individual identified as key personnel is not currently employed by my firm or a proposed subcontractor, the individual has signed a written commitment to perform if my quote receives an award.”

Page Limitation. Excluding cover pages, the key personnel matrix, and resume (or curriculum vitae); the technical quote (including all non-price factors and other attachments) is limited to 5 pages. The font and format should be of readable quality. Excessively small font may be rejected or not evaluated at the Contracting Officer’s discretion.

Quoters shall not include any price information in the technical quotation. For the overall technical quotation, a recitation or paraphrasing of the requirements already identified in the work requirements will not improve the quotation.

Volume II: Price Quotation

Each Quoter shall submit a price quotation separate from the technical quotation (Volume I).

The price quotation shall include the following:

Completion of Attachment C, including any stated options. The labor categories and number of hours are solely for evaluation purposes and should neither be considered a minimum nor an expectation of actual requirements. The labor rate must include all costs associated with performance including all overhead, overtime, local travel, and any other costs not expressly identified as an Other Direct Cost (ODC). FHFA will evaluate the quoted prices for reasonableness. FHFA reserves the right to conduct a price realism analysis to assess whether the quoted rates are unrealistically low. Unrealistically low labor rates may be considered a negative attribute to the extent that they reflect a lack of technical understanding or a risk inherent in the proposed approach.

Page Limitation. There is no page limitation on the price quote submission.

Evaluation and Selection Process

Since this award is made under the policies of FAR part 12 in conjunction with FAR part 13 procedures, the evaluation process is streamlined, and FHFA has considerable flexibility in its award decision. FHFA will evaluate the quotation considering positive attributes, negative attributes, and potential risk of the overall quotation.

During the evaluation process, FHFA may or may not conduct exchanges. If FHFA conducts exchanges, such exchanges may be with one, several, or all Quoters. Exchanges may vary based on FHFA’s need to understand or give Quoters an opportunity to improve their quotations, but all exchanges will be fair and equitable.

Only Quoters whose quotes receive an overall technical rating of acceptable or higher will be considered for award. Following an evaluation and, if necessary, tradeoff analysis, FHFA may make one or more than one award based on the quote(s) that is (are) evaluated to be the best value and determined responsible.

FHFA reserves the right to make an award based on other than the lowest quoted price.

Technical (Volume I) is more important than price (Volume II); however, the importance of price as a factor could become greater if competing quotations are evaluated as technically equal.

LIST OF ATTACHMENTS

Attachment A Statement of Work Attachment B FAR and FHFA Specialty Clauses and Provisions Attachment C Pricing Worksheet