Home Equity Conversion Mortgage (HECM) Loan Servicing

Amendment 1: includes updated Questions and Answers and an updated section L Past Performance, of the performance work statement.

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested. The solicitation number for this Request for Proposal (RFP) is 86614920R00007.  The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2020-06.  Attached are the CLIN's and Items for the basic year and each option period. The period of performance will be for a (12) month base period and four (4) 12-month option years.

Department of Housing and Urban Development, OCPO, Western (Denver) Field Contracting Operations, Denver Operations Branch, NFW, 1670 Broadway 23rd Floor, Denver, CO, 80202-4801, UNITED STATES.

The National Servicing Center (NSC), a Headquarters' division of the Office of Single Family Housing Asset Management (OSFAM) in the U.S Department of Housing and Urban Development (HUD), is seeking professional loan servicing for a nationwide Home Equity Conversion Mortgage (HECM) loan portfolio. The loan servicing and support functions will include, but are not limited to, those financial and non-financial actions necessary to ensure that the portfolio of loans are managed and serviced in accordance with all applicable governing laws and in accordance with departmental policies, procedures and regulations. The major activities include acceptance of assignment and title review, property charge monitoring, customer service, accounting functions, payment collection according to the Fair Debt Collection Practices Act, disbursements of payments (to borrowers, vendors, property charge entities, special property assessments, etc.), annual occupancy recertification, foreclosure activities, bankruptcy activities, compliance monitoring, enforcement monitoring, document management, preparation and recording of releases and/or satisfaction of mortgages.

In accordance with FAR 15.101-1 a Best Value source selection process will be conducted.

Offerors are advised that the following Federal Acquisition Regulation Clauses are applicable to this procurement: 
52.212-1 (Instruction to Offerors - Commercial Items)
52.212-2 (Evaluation -Commercial Items)
52.212-3 (Offeror Representations and Certifications - Commercial items) - All offerors must include a completed copy of the provision listed at 52.212-3 with their offer.
52.212-4 (Contract Terms and Conditions - Commercial Items) 
52.212-5 (Contract Terms and Conditions Required to Implement Statutes or Executive Orders - Commercial Items)

Questions and Answers are posted approximately September 11, 2020.

Offers are due by 9/28/2020 at 2:00 pm (1400) ET. Offers shall be submitted by email to Christopher.S.Stuart@hud.gov. Please limit the email size to 500 MB. Written questions will be accepted until 9/9/2020 at 5 pm MDT. The written questions should be emailed to Christopher.s.stuart@hud.gov. Questions shall be submitted on attachment 9, Questions form.  Point of Contact is Christopher S. Stuart, Contracting Officer, Phone 303-672-5278, Fax 303-672-5062

Questions and Answers posted 9/14/2020

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested. The solicitation number for this Request for Proposal (RFP) is 86614920R00007.  The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2020-06.  Attached are the CLIN's and Items for the basic year and each option period. The period of performance will be for a (12) month base period and four (4) 12-month option years.

Department of Housing and Urban Development, OCPO, Western (Denver) Field Contracting Operations, Denver Operations Branch, NFW, 1670 Broadway 23rd Floor, Denver, CO, 80202-4801, UNITED STATES.

The National Servicing Center (NSC), a Headquarters' division of the Office of Single Family Housing Asset Management (OSFAM) in the U.S Department of Housing and Urban Development (HUD), is seeking professional loan servicing for a nationwide Home Equity Conversion Mortgage (HECM) loan portfolio. The loan servicing and support functions will include, but are not limited to, those financial and non-financial actions necessary to ensure that the portfolio of loans are managed and serviced in accordance with all applicable governing laws and in accordance with departmental policies, procedures and regulations. The major activities include acceptance of assignment and title review, property charge monitoring, customer service, accounting functions, payment collection according to the Fair Debt Collection Practices Act, disbursements of payments (to borrowers, vendors, property charge entities, special property assessments, etc.), annual occupancy recertification, foreclosure activities, bankruptcy activities, compliance monitoring, enforcement monitoring, document management, preparation and recording of releases and/or satisfaction of mortgages.

In accordance with FAR 15.101-1 a Best Value source selection process will be conducted.

Offerors are advised that the following Federal Acquisition Regulation Clauses are applicable to this procurement: 
52.212-1 (Instruction to Offerors - Commercial Items)
52.212-2 (Evaluation -Commercial Items)
52.212-3 (Offeror Representations and Certifications - Commercial items) - All offerors must include a completed copy of the provision listed at 52.212-3 with their offer.
52.212-4 (Contract Terms and Conditions - Commercial Items) 
52.212-5 (Contract Terms and Conditions Required to Implement Statutes or Executive Orders - Commercial Items)

Questions and Answers are posted approximately September 11, 2020.

Offers are due by 9/28/2020 at 2:00 pm (1400) ET. Offers shall be submitted by email to Christopher.S.Stuart@hud.gov. Please limit the email size to 500 MB. Written questions will be accepted until 9/9/2020 at 5 pm MDT. The written questions should be emailed to Christopher.s.stuart@hud.gov. Questions shall be submitted on attachment 9, Questions form.  Point of Contact is Christopher S. Stuart, Contracting Officer, Phone 303-672-5278, Fax 303-672-5062

Questions and Answers posted 9/14/2020

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested. The solicitation number for this Request for Proposal (RFP) is 86614920R00007.  The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2020-06.  Attached are the CLIN's and Items for the basic year and each option period. The period of performance will be for a (12) month base period and four (4) 12-month option years.

Department of Housing and Urban Development, OCPO, Western (Denver) Field Contracting Operations, Denver Operations Branch, NFW, 1670 Broadway 23rd Floor, Denver, CO, 80202-4801, UNITED STATES.

The National Servicing Center (NSC), a Headquarters' division of the Office of Single Family Housing Asset Management (OSFAM) in the U.S Department of Housing and Urban Development (HUD), is seeking professional loan servicing for a nationwide Home Equity Conversion Mortgage (HECM) loan portfolio. The loan servicing and support functions will include, but are not limited to, those financial and non-financial actions necessary to ensure that the portfolio of loans are managed and serviced in accordance with all applicable governing laws and in accordance with departmental policies, procedures and regulations. The major activities include acceptance of assignment and title review, property charge monitoring, customer service, accounting functions, payment collection according to the Fair Debt Collection Practices Act, disbursements of payments (to borrowers, vendors, property charge entities, special property assessments, etc.), annual occupancy recertification, foreclosure activities, bankruptcy activities, compliance monitoring, enforcement monitoring, document management, preparation and recording of releases and/or satisfaction of mortgages.

In accordance with FAR 15.101-1 a Best Value source selection process will be conducted.

Offerors are advised that the following Federal Acquisition Regulation Clauses are applicable to this procurement: 
52.212-1 (Instruction to Offerors - Commercial Items)
52.212-2 (Evaluation -Commercial Items)
52.212-3 (Offeror Representations and Certifications - Commercial items) - All offerors must include a completed copy of the provision listed at 52.212-3 with their offer.
52.212-4 (Contract Terms and Conditions - Commercial Items) 
52.212-5 (Contract Terms and Conditions Required to Implement Statutes or Executive Orders - Commercial Items)

Questions and Answers are posted approximately September 11, 2020.

Offers are due by 9/28/2020 at 2:00 pm (1400) ET. Offers shall be submitted by email to Christopher.S.Stuart@hud.gov. Please limit the email size to 500 MB. Written questions will be accepted until 9/9/2020 at 5 pm MDT. The written questions should be emailed to Christopher.s.stuart@hud.gov. Questions shall be submitted on attachment 9, Questions form.  Point of Contact is Christopher S. Stuart, Contracting Officer, Phone 303-672-5278, Fax 303-672-5062