Financial Improvement Services Solicitation Notice
Closed Solicitation Posted
- Solicitation number
- 86615524R00003
- Responses due
- Set-aside
- Competitive 8(a)
Opportunity facts
- NAICS code
- 541211 Offices of Certified Public Accountants
- Place of performance
- United States
- Points of contact
-
- Tarita Leftwich tarita.l.leftwich@hud.gov (202) 402-7610
- Che U. Logan che.u.logan@hud.gov
Notice details come from SAM.gov. Updated .
About this opportunity
The Department of Housing and Urban Development (HUD), Government National Mortgage Association's (Ginnie Mae) Office of Chief Financial Officer (OCFO) is soliciting proposals for financial improvement services required to transform and improve support activities within Ginnie Mae's Finance Division. The government seeks a contractor to assist in achieving financial management improvement strategies, including understanding operations, ensuring quality of financial information, identifying improvement opportunities, and implementing strategies. The contract will be a Firm Fixed Price arrangement with a 1-year base period and four 1-year option periods. Proposals are due by 12:00 PM EST on May 3, 2024, and the government will evaluate offers based on factors such as technical approach, past performance, and price.
This procurement is set aside for 8(a) participants only, with a NAICS code of 541211 "Offices of Certified Public Accountants" and a size standard of $26.5M. The government intends to award a single contract for the financial improvement services, to be performed primarily at the contractor's facility. Access will be provided to Ginnie Mae's financial systems and facilities as needed to complete the required tasks, which include project management, reconciliation, auditing, training, and transition services.
Notice text
2 versions
Update #2 · Latest ·
The purpose of this Amendment is to: (1) provide the Government's responses to industry questions and (2) to Revise Solicitation Attachment 0001, the Performance Work Statement. The Amendment hereby provides the following:
1) Responses to questions are on page 2 - 8 herein; and
2) Attachment 0001 - Performance Work Statement (Rvsd 04242024). Deliverable A010 and A011 are deleted in their entirety. Please refer to page 23 of 25.
Amendment 0001 is attached to this announcement and the name of the file is: “Solicitation 86615524R00003 Amendment 0001.”
General Information
- Published Date: April 12, 2024
- Contract Opportunity Type: Solicitation
- Solicitation #: 86615524R0003
- Title: Financial Improvement Services
- Recovery Act: NO
- Initiative: None
- Response Date & Time: May 3, 2024 @ 12:00pm
- All Dates/Times are: (EST) EASTERN STANDARD TIME, NEW YORK, USA
- Primary Point of Contact: Che Uche Logan
- Secondary Point of Contact: Tarita L. Leftwich
Classification
- Set Aside: 8(a) Competitive
- Classification Code: R408 Support “Professional: Program Management/Support”
- NAICS Code: 541211 “Offices of Certified Public Accountants”
- Place of Performance: Performance shall be at the Contractor's facility.
Description
This solicitation document is issued as a Request for Proposal (RFP). The U.S. Department of Housing and Urban Development (HUD), Government National Mortgage Association’s (Ginnie Mae’s) Office of Chief Financial Officer (OCFO) with financial improvement services required to transform and improve support activities within Ginnie Mae’s Finance Division. Only one (1) award is anticipated as a result of this solicitation. This procurement is being competed on an 8(a) competitive competitive basis utilizing the policies and procedures of Federal Acquisition Regulation (FAR) Part 12 - Acquisition of Commercial Items in conjunction with FAR Part 15 - Contracting by Negotiation, as supplemented by HUD Acquisition Regulation (HUDAR) Part 2415.The Government intends to award a single contract consisting of Firm Fixed Priced (FFP) Line Item Numbers (LINs). The anticipated period of performance for this requirement consists of a 1-year base period with four 1-year option periods. Additional information:
(1) The acquisition is being offered for competition limited to eligible 8(a) participants;
(2) The North American Industry Classification System (NAICS) code; 541211 “Offices of Certified Public Accountants” with a size standard of $26.5M
(3) Eligibility to participate is restricted to 8(a) participants in either the developmental stage or the developmental and transitional stages; and
(4) Interested 8(a) participants are encouraged to access a copy of the solicitation here on sam.gov since the solicitation has been issued and SBA acceptance of the requirement for the section 8(a) program has been obtained.
Paper copies of the solicitation will not be provided. The Point of Contacts for this solicitation are the Contracting Officer (CO), Ms. Che Uche Logan and the Contract Specialist, Ms. Tarita L. Leftwich. Questions regarding this Solicitation should be directed via e-mail to the CO at che.u.logan@hud.gov and the CS at tarita.l.leftwich@hud.gov. Questions regarding the solicitation should be clearly marked “Question(s) for 86615524R00003 “Financial Improvement Services” and should be addressed to the CO and CS via email. The deadline for the submittal of all questions is 12:00 PM EST on April 19, 2024. Submit proposals to the CO and CS via email. PROPOSAL DUE DATE AND TIME: 12:00 PM EST May 3, 2024.
Update #1 ·
General Information
- Published Date: April 12, 2024
- Contract Opportunity Type: Solicitation
- Solicitation #: 86615524R0003
- Title: Financial Improvement Services
- Recovery Act: NO
- Initiative: None
- Response Date & Time: May 3, 2024 @ 12:00pm
- All Dates/Times are: (EST) EASTERN STANDARD TIME, NEW YORK, USA
- Primary Point of Contact: Che Uche Logan
- Secondary Point of Contact: Tarita L. Leftwich
Classification
- Set Aside: 8(a) Competitive
- Classification Code: R408 Support “Professional: Program Management/Support”
- NAICS Code: 541211 “Offices of Certified Public Accountants”
- Place of Performance: Performance shall be at the Contractor's facility.
Description
This solicitation document is issued as a Request for Proposal (RFP). The U.S. Department of Housing and Urban Development (HUD), Government National Mortgage Association’s (Ginnie Mae’s) Office of Chief Financial Officer (OCFO) with financial improvement services required to transform and improve support activities within Ginnie Mae’s Finance Division. Only one (1) award is anticipated as a result of this solicitation. This procurement is being competed on an 8(a) competitive competitive basis utilizing the policies and procedures of Federal Acquisition Regulation (FAR) Part 12 - Acquisition of Commercial Items in conjunction with FAR Part 15 - Contracting by Negotiation, as supplemented by HUD Acquisition Regulation (HUDAR) Part 2415.The Government intends to award a single contract consisting of Firm Fixed Priced (FFP) Line Item Numbers (LINs). The anticipated period of performance for this requirement consists of a 1-year base period with four 1-year option periods. Additional information:
(1) The acquisition is being offered for competition limited to eligible 8(a) participants;
(2) The North American Industry Classification System (NAICS) code; 541211 “Offices of Certified Public Accountants” with a size standard of $26.5M
(3) Eligibility to participate is restricted to 8(a) participants in either the developmental stage or the developmental and transitional stages; and
(4) Interested 8(a) participants are encouraged to access a copy of the solicitation here on sam.gov since the solicitation has been issued and SBA acceptance of the requirement for the section 8(a) program has been obtained.
Paper copies of the solicitation will not be provided. The Point of Contacts for this solicitation are the Contracting Officer (CO), Ms. Che Uche Logan and the Contract Specialist, Ms. Tarita L. Leftwich. Questions regarding this Solicitation should be directed via e-mail to the CO at che.u.logan@hud.gov and the CS at tarita.l.leftwich@hud.gov. Questions regarding the solicitation should be clearly marked “Question(s) for 86615524R00003 “Financial Improvement Services” and should be addressed to the CO and CS via email. The deadline for the submittal of all questions is 12:00 PM EST on April 19, 2024. Submit proposals to the CO and CS via email. PROPOSAL DUE DATE AND TIME: 12:00 PM EST May 3, 2024.
Attachments
| File | Type | Posted |
|---|---|---|
| Solicitation 86615524R00003 Amendment 0001.pdf | ||
| Attachment 0001 - Performance Work Statement (Rvsd 04242024).doc | DOC document | |
| Solicitation 86615524R00003.pdf | ||
| Attachment 0007 - List of Government Furnished Property.docx | DOCX document | |
| Attachment 0002 - Quality Assurance Surveillance Plan.doc | DOC document | |
| Attachment 0009 - Sample Price Breakdown Worksheet w Labor Hours and Rates.xlsx | XLSX spreadsheet | |
| Attachment 0004 - Price Schedule.xlsx | XLSX spreadsheet | |
| Attachment 0006 - Past Performance Survey Worksheet.docx | DOCX document | |
| Attachment 0005 - Past Performance Information Chart.docx | DOCX document | |
| Attachment 0003 - Ginnie Mae Invoicing Clause and ACH Form.docx | DOCX document | |
| Attachment 0008 - Sample Labor Categories Hours BD w out Rates.xlsx | XLSX spreadsheet | |
| Attachment 0001 - Performance Work Statement.doc | DOC document |
Show all 12
Notice history
| Notice | Type | Posted |
|---|---|---|
| Financial Improvement Services Solicitation Notice | Solicitation | |
| Financial Improvement Services - Presolicitation Notice | Pre-Solicitation |
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