Request for Quote FHF-25-Q-0001.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: November 7, 2024

TO: PROSPECTIVE VENDORS

SUBJECT: REQUEST FOR QUOTATION (RFQ) – FHF-25-Q-0001

Subject to the Availability of Funds

PROJECT: LOAN-LEVEL SERVICER MORTGAGE MARKET DATA

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 519290 – Web Search Portals and All Other Information Services with a size standard of 1,000 employees.

FHFA is seeking to obtain loan-level servicer mortgage market data to allow FHFA to analyze mortgage markets nationwide and to evaluate the performance of mortgages related to the mortgage holdings of Freddie Mac, Fannie Mae, and the 11 Federal Home Loan Banks. The contractor, serving as Servicer Mortgage Market Data Aggregator, shall provide timely representative monthly loan-level data on mortgages originated in the U.S. mortgage market.

The anticipated period of performance is for one (1) 12-month base period with nine (9), twelve-month option periods, if exercised.

While not guaranteed, award is anticipated by December 16, 2024. The period of performance is anticipated to be:

Base Year 1 December 2024 – 30 November 2025 Option Year One (1) 1 December 2025 – 30 November 2026 Option Year Two (2) 1 December 2026 – 30 November 2027 Option Year Three (3) 1 December 2027 – 30 November 2028 Option Year Four (4) 1 December 2028 – 30 November 2029 Option Year Five (5) 1 December 2029 – 30 November 2030 Option Year Six (6) 1 December 2030 – 30 November 2031 Option Year Seven (7) 1 December 2031 – 30 November 2032

Option Year Eight (8) 1 December 2032 – 30 November 2033 Option Year Nine (9) 1 December 2033 – 30 November 2034

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 10:00 AM Eastern Time on November 14, 2024. Vendors are requested to use the question format included as Attachment E to this solicitation. 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) 2024-07, September 30, 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 90 calendar days.

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

mailto:Jennifer.Sellers@fhfa.gov https://sam.gov/content/opportunities http://www.acquisition.gov/far

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

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 firm’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 (Evaluation Factor 1).

Part A: The Technical Capability shall describe, in narrative form, the Quoter’s proposed overall capability to fulfill the overall requirements of Attachment A. The quoter shall provide sufficient information for the Government to determine its level of confidence in the ability of the quoter to perform the requirements of the RFQ, including the requirements of the Statement of Work, based on an assessment of its written technical quotation. The quoter shall provide a summary of its understanding of delivering loan level servicer mortgage market data.

Part B: The quoter shall provide the following:

1) Sample datasets containing loan level records for data elements in the three (3) data bundles identified in the SOW for the full year of 2023 and all available months for 2024.

The sample datasets must be supplied in machine-readable and open-data format (.csv or .txt preferred).

2) Complete data documentation for the three (3) data bundles identified in the SOW including variable lists (data dictionaries) showing the data fields that will be supplied for each of the three (3) data bundles. The variable lists shall include a description for each variable.

Past Performance (Evaluation Factor 2). FHFA will evaluate recent and relevant past performance of each Quoter. This past performance may include prime or subcontractors you consider most relevant in demonstrating your ability to perform the proposed effort. However, you must include at least one reference for any subcontractor that will perform 50% or more of the work.

Quoters may submit one (1) example of a contract performed by the Quoter or subcontractors, demonstrating recent and relevant past performance. Recent is defined as within the last three

(3) years from the date of this RFQ. Relevant is defined as work similar in scope, complexity and magnitude to that identified in the work requirements defined in Attachment A. Please include the following information, limited to no more than two (2) pages:

1) Customer Name and Address

2) Contract Number/Contract Title/Contract Type

3) Delivery Schedule/Period of Performance

4) Contract Value

5) Description of the work performed

6) Customer Point of Contact (Name, Telephone Number and Address) for Business Manager and/or Technical Manager

7) Contracting Officer’s (or Private Sector Equivalent) name, telephone number and email address.

8) Current status, e.g. completed and/or in progress, start and estimated completion dates.

9) Key personnel, please identify those individuals who worked on the relevant project and are also proposed for this effort

10) A brief narrative of why your firm believes this reference is relevant to the proposed order

FHFA may use any other available information in the evaluation of past performance.

Page Limitation. Excluding cover pages, past performance, datasets, and data documentation;

the technical quotation (including all non-price factors and other attachments) is limited to twelve (12) pages. The page limitation for the technical quotation submission shall be treated as a maximum. If exceeded, the excess pages will not be considered in the evaluation of the quotation. The excess electronic pages will not be reviewed. 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 all unit prices as stated in Attachment C – Pricing Worksheet, including any stated options.

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

Evaluation and Selection Process

FHFA’s Contracting Officer reserves the right to conduct a compliance review and reject any 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.

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. While not guaranteed, at the current time, FHFA intends to make one (1) award.

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 Attachment D FHFA Subscriber Addendum Attachment E Solicitation Question Template