RFQ FHF-24-Q-0122.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: 10/07/2024

TO: PROSPECTIVE VENDORS

SUBJECT: REQUEST FOR QUOTATION (RFQ) – FHF-24-Q-0122

PROJECT: Professional Services in Support of the FHFA Duty to Serve (DTS) Program

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.

This requirement is considered unrestricted under the North American Industry Classification System (NAICS) code 541611 – Administrative Management and General Management Consulting Services – with a standard size of $21.5M.

FHFA requires professional services to support its DTS Program. FHFA seeks contractor assistance with ongoing monitoring and evaluation of the Enterprises’ performance in accordance with the 2024 year of their 2022-2024 Plans, their 2025-2027 Plans, and their 2028- 2030 Plans. FHFA staff will develop all final recommendations to the FHFA Director.

The anticipated period of performance is for one (1) 12-month base period and five (5) optional year periods, if exercised.

While not guaranteed, award is anticipated by December 2, 2024. The period of performance is anticipated to be:

Base Year 17 January 2025 - 16 January 2026 Option Period One (1) 17 January 2026 - 16 January 2027 Option Period Two (2) 17 January 2027 - 16 January 2028 Option Period Three (3) 17 January 2028 - 16 January 2029 Option Period Four (4) 17 January 2029 – 16 January 2030 Option Period Five (5) 17 January 2030 – 16 January 2031

Attachment A addresses the work requirements as a Statement of Work for 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 with FHFA’s business needs.

The Contracting Officer is the sole point of contact for this procurement. Questions regarding either (i) the solicitation or (ii) 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 Thursday, October 10, 2024, at 4:00pm ET. Vendors are requested to use the question format included as Attachment D 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) 2024-06, August 29, 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 Quoter shall submit an electronic quotation (Volumes I and II in separate files) to Jennifer Sellers at Jennifer.Sellers@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.

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 October 24, 2024, at 11:00 am ET. 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 addressing the following information:

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

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 Vendor’s technical submission should demonstrate the firm’s capability to perform the work requirements outlined in Attachment A - Statement of Work. Volume I shall include separate sections within the volume addressing the following items: (1) Personnel; (2) Management Approach; and (3) Past Experience.

(1) Personnel

FHFA will evaluate the Vendor’s capability to provide the services required based on the experience and qualifications of the proposed personnel. For each key personnel proposed, the Vendor must submit a résumé that has sufficient detail to demonstrate each person’s experience and capability for their proposed key position and include all relevant current and past positions held, paid and unpaid. Vendors shall also include a one-page cover sheet for each resume that provides an overview of the individual’s experience related to the tasks to be performed by that individual and include relevant education. Furthermore, the résumé for each key personnel shall demonstrate the level and depth of professional expertise, certifications, and experience necessary to successfully meet or exceed Attachment A - Statement of Work. Résumés for key personnel shall not exceed two (2) pages.

By submitting a quotation each Vendor 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.”

The Vendor shall also complete a Key Personnel Matrix. Below is an example Key Personnel Matrix template, but the offeror may include additional information or format in whatever way the offeror believes best communicates the information.

Key Personnel Matrix

Key Personnel Category

Name Years of Relevant Experience Degrees Certifications

Project Director Subject Matter Expert (SME) (add additional rows for this position as necessary)

Functional Expert/Senior Consultant (add additional rows for this position as necessary)

Project Manager

Data Specialist

The Vendor shall also complete a Subject Matter Expert (SME) template to indicate the area(s) of expertise possessed by the respective key personnel SME against the activities listed under Attachment A – Statement of Work, Exhibit I – DTS Statutory, Regulatory and Additional Activity. Below is a Subject Matter Expert (SME) sample template. The Vendor may use a different format to best communicate the information. However, all of the activities listed in the left-hand columns of the tables below should be addressed. An individual SME may be listed for more than one activity provided they have relevant experience in all areas listed. More than one individual can be listed for each activity.

SME Sample Template

Statutory Activity SME Name Section 8 Section 202 Section 515 Low Income Housing Tax Credit Comparable state and local programs

Regulatory Activity SME Name Manufactured homes titles as real estate

Manufactured homes titled as personal property

Manufactured housing communities, instrumentalists, non-profits, or residents

Manufactured housing communities with specified tenant pad lease protections

Small, multifamily, rental properties Multifamily energy or water efficiency improvement financing

Single family energy or water efficiency improvement financing

Affordable homeownership preservation HUD’s Rental Assistance Demonstration Purchase and rehabilitation financing for distressed properties

Housing in high needs rural regions Housing for high needs rural populations Rural small financial institution financing in rural housing

Rural small multifamily rental properties

Additional Activity SME Name Rehabilitation of single-family homes Residential economic diversity Support for loan purchases from certified community development financial institutions (CDFIs) that serve the rural housing market

Disaster preparedness and weather resiliency

(2) Management Approach

The Vendor shall, in no more than four (4) pages, provide sufficient information for FHFA to evaluate the Vendor’s management approach for the personnel and technical requirements set forth in Attachment A – Statement of Work to support the DTS Program. The Vendor should describe how it will oversee the integration and coordination of multiple tasks simultaneously to ensure high productivity, efficiency and quality work. Specifically, the Vendor should describe its staffing approach to manage the requirements and personnel and clearly depict the lines of program authority and oversight over the various tasks.

(3) Past Experience

The Vendor, in no more than two (2) pages, shall provide a summary of the Vendor’s overall corporate experience in performing relevant work of similar scope, size and complexity.

Page Limitation. Excluding cover pages and key personnel resumes, the technical quote (including all non-price factors and other attachments) is limited to 10 pages as specified in the table below. The font and format should be of readable quality. Excessively small font may be rejected or not evaluated at the Contracting Officer’s discretion.

Technical Factor Page Limitation Personnel: Key Personnel Matrix

2 pages

Personnel: SME template 2 pages Management Approach 4 pages Past Experience 2 pages

Vendors shall not include any price information in the technical 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 rates 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.

Travel in the amount of $3,500.00 per year and materials in the amount of $500.00 per year have been added to Attachment B for evaluation purposes only. Travel shall be reimbursed based on incurred costs per the current Federal Travel Regulation.

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. 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 Attachment C Price Quotation Worksheet Attachment D Question and Answer Template