RFQ.pdf

FHF-25-Q-0053

This is a combined synopsis/solicitation and request for quotations (RFQ) for commercial products or commercial services in accordance with the procedures of Federal Acquisition Regulation (FAR) part 12 - Acquisition of Commercial Products and Commercial Services and FAR part 13 - Simplified Acquisition Procedures, and FAR part 16.5 – Indefinite-Delivery Contracts, 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.

This requirement is considered unrestricted under NAICS code 611430 Professional and Management Development Training with no size standard; therefore, any qualified, responsible vendor may submit a quote.

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.

Questions or other suggested changes must be submitted by 11am ET, June 3, 2025, by email to Natalie.Wallace@fhfa.gov. 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 quotation for this solicitation.

The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular FAC 2025-03, January 17, 2025.

Submission Instructions Quoters shall be registered in the System for Award Management (SAM) when submitting a quotation and at time of award 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 Quoter shall submit an electronic quotation (Volumes 1 and II in separate files) to Natalie.Wallace@fhfa.gov.

The electronic quotation shall include any scanned copies of signatures associated with the quotation. 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.

mailto:Natalie.Wallace@fhfa.gov https://sam.gov/content/opportunities http://www.acquisition.gov/far mailto:Natalie.Wallace@fhfa.gov

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

Quotations are due no later than 1pm Eastern Time, on 6/10/2025. Late submissions, modifications, and revisions will be managed in accordance with FAR 52.212-1(f).

All quotations must include a cover page addressing the following information:

1. RFQ Number

2. Quoter’s Name

3. Subcontractor Name(s), If Applicable

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

5. Contact Name, Email address, and telephone number

6. Complete business mailing address

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

Technical Requirement This is a Brand Name or Equal requirement for Mortgage Banker Association’s Accredited Mortgage Professional credentialing training program as described in Attachment A.

Salient characteristics:

1. Turnkey training program with an industrywide recognized professional credential designation in the United States.

2. Entire training curriculum covers the topics of mortgage origination, underwriting, servicing, secondary markets, and regulatory compliance with professional credential designations.

3. Course is offered in various formats—including in-person and live online —to accommodate working professionals and organizations with diverse training needs and schedules.

Period of Performance:

Base Year: 8/1/25 - 7/31/26 Year 1: 8/1/26 - 7/31/27 Year 2: 8/1/27 - 7/31/28 Year 3: 8/1/28 - 7/31/29 Year 4: 8/1/29 - 7/31/30

Volume I: Technical Quotation The Quoter’s submission should demonstrate the firm’s capability to meet the technical requirements by providing the information required information per Section b) of the provision FAR 52.211-6 below.

FAR 52.211-6 BRAND NAME OR EQUAL (AUG 1999)

(a) If an item in this solicitation is identified as "brand name or equal," the purchase description reflects the characteristics and level of quality that will satisfy the Government’s needs. The salient physical, functional, or performance characteristics that "equal" products must meet are specified in the solicitation.

(b) To be considered for award, offers of "equal" products, including "equal" products of the brand name manufacturer, must-

(1) Meet the salient physical, functional, or performance characteristic specified in this solicitation;

(2) Clearly identify the item by-

(i) Brand name, if any; and

(ii) Make or model number;

(3) Include descriptive literature such as illustrations, drawings, or a clear reference to previously furnished descriptive data or information available to the Contracting Officer; and

(4) Clearly describe any modifications the offeror plans to make in a product to make it conform to the solicitation requirements. Mark any descriptive material to clearly show the modifications.

(c) The Contracting Officer will evaluate "equal" products on the basis of information furnished by the offeror or identified in the offer and reasonably available to the Contracting Officer. The Contracting Officer is not responsible for locating or obtaining any information not identified in the offer.

(d) Unless the offeror clearly indicates in its offer that the product being offered is an "equal" product, the offeror shall provide the brand name product referenced in the solicitation.

(End of provision)

Page Limitation. Excluding cover pages, the quote (including all price factors and other attachments) is limited to 10 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.

For the overall 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 B, including any stated options.

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.

FHFA intends to make award to the lowest priced technically acceptable quotation.

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 technical acceptability by assessing whether the technical quotation demonstrates the Quoter can meet the requirements in Attachment A.

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

Following an evaluation, FHFA may make one award based on the quote that is evaluated to be the lowest priced technically acceptable quotation and determined responsible.

List of Attachments

Attachment A Performance Work Statement and Clauses Attachment B Pricing Worksheet