Home Equity Conversion Mortgages (HEMC)

Award Notice Posted

Solicitation number
DU208WR-17-R-0002
Agency
Awarded
to Ideogenics LLC
Set-aside
Competitive 8(a)

Opportunity facts

Contract number
DU208WR-17-C-02 Federal IDV award
NAICS code
522390 Other Activities Related to Credit Intermediation
PSC
Not on record
Place of performance
Contractors facility, Oklahoma, United States

Notice details come from SAM.gov. Updated .

Notice text

8 versions

Update #8 · Latest ·

Amendment 5:
This amendment hereby cancels solicitation DU208WR-17-R-0002 and all of the previous amendments.
Amendment 2:
Changes the due date of proposals.
Amendment 1:
1. Changes the Performance Work Statement;
2. Provides Questions and Responses.
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 and a written solicitation will not be issued. The solicitation number for this Request for Proposal (RFP) is DU208WR-17-R-0002. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-91. This solicitation is set aside for small businesses. The North American Classification System (NAICS) Code is 522390, Other Activities Related to Credit Intermediation and the Size Standard is $20.5 million. 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 Department of Housing and Urban Development (HUD) has a requirement to obtain professional customer service support that not only provides reverse mortgage (HEMC) servicing support, but also customer service support that supports a wide variety of incoming inquiries from reverse mortgage (HECM) borrowers, HECM lenders/servicers, home ownership counseling organizations, the general public and other HUD divisions.


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)


Offers are due by December 16th, 2016 at 2:00 pm (1400) MDT. 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 November 28, 2016 at 5 pm MDT. The written questions should be emailed to Christopher.s.stuart@hud.gov. Point of Contact is Christopher S. Stuart, Contracting Officer, Phone 303-672-5278, Fax 303-672-5062.


.

Update #7 ·

Awarded Vendors: Ideogenics, LLC. Contract Award Dollar Amount: $48,789,344.00. Contract Award Date: 2017-06-01.

Update #6 ·

Amendment 2:
Changes the due date of proposals.
Amendment 1:
1. Changes the Performance Work Statement;
2. Provides Questions and Responses.
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 and a written solicitation will not be issued. The solicitation number for this Request for Proposal (RFP) is DU208WR-17-R-0002. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-91. This solicitation is set aside for small businesses. The North American Classification System (NAICS) Code is 522390, Other Activities Related to Credit Intermediation and the Size Standard is $20.5 million. 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 Department of Housing and Urban Development (HUD) has a requirement to obtain professional customer service support that not only provides reverse mortgage (HEMC) servicing support, but also customer service support that supports a wide variety of incoming inquiries from reverse mortgage (HECM) borrowers, HECM lenders/servicers, home ownership counseling organizations, the general public and other HUD divisions.


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)


Offers are due by December 16th, 2016 at 2:00 pm (1400) MDT. 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 November 28, 2016 at 5 pm MDT. The written questions should be emailed to Christopher.s.stuart@hud.gov. Point of Contact is Christopher S. Stuart, Contracting Officer, Phone 303-672-5278, Fax 303-672-5062.


.

Update #5 ·

Added: Nov 16, 2016 4:05 pm Modified: Dec 13, 2016 1:33 pmTrack Changes Amendment 2:
Changes the due date of proposals.
Amendment 1:
1. Changes the Performance Work Statement;
2. Provides Questions and Responses.

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 and a written solicitation will not be issued. The solicitation number for this Request for Proposal (RFP) is DU208WR-17-R-0002. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-91. This solicitation is set aside for small businesses. The North American Classification System (NAICS) Code is 522390, Other Activities Related to Credit Intermediation and the Size Standard is $20.5 million. 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 Department of Housing and Urban Development (HUD) has a requirement to obtain professional customer service support that not only provides reverse mortgage (HEMC) servicing support, but also customer service support that supports a wide variety of incoming inquiries from reverse mortgage (HECM) borrowers, HECM lenders/servicers, home ownership counseling organizations, the general public and other HUD divisions.


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)


Offers are due by December 16th, 2016 at 2:00 pm (1400) MDT. 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 November 28, 2016 at 5 pm MDT. The written questions should be emailed to Christopher.s.stuart@hud.gov. Point of Contact is Christopher S. Stuart, Contracting Officer, Phone 303-672-5278, Fax 303-672-5062.


 

Update #4 ·

Amendment 1:
1. Changes the Performance Work Statement;
2. Provides Questions and Responses.
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 and a written solicitation will not be issued. The solicitation number for this Request for Proposal (RFP) is DU208WR-17-R-0002. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-91. This solicitation is set aside for small businesses. The North American Classification System (NAICS) Code is 522390, Other Activities Related to Credit Intermediation and the Size Standard is $20.5 million. 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 Department of Housing and Urban Development (HUD) has a requirement to obtain professional customer service support that not only provides reverse mortgage (HEMC) servicing support, but also customer service support that supports a wide variety of incoming inquiries from reverse mortgage (HECM) borrowers, HECM lenders/servicers, home ownership counseling organizations, the general public and other HUD divisions.


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)


Offers are due by December 16th, 2016 at 2:00 pm (1400) MDT. 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 November 28, 2016 at 5 pm MDT. The written questions should be emailed to Christopher.s.stuart@hud.gov. Point of Contact is Christopher S. Stuart, Contracting Officer, Phone 303-672-5278, Fax 303-672-5062.


.

Update #3 ·

Added: Nov 16, 2016 4:05 pm Modified: Dec 05, 2016 3:09 pmTrack Changes Amendment 1:
1. Changes the Performance Work Statement;
2. Provides Questions and Responses.

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 and a written solicitation will not be issued. The solicitation number for this Request for Proposal (RFP) is DU208WR-17-R-0002. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-91. This solicitation is set aside for small businesses. The North American Classification System (NAICS) Code is 522390, Other Activities Related to Credit Intermediation and the Size Standard is $20.5 million. 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 Department of Housing and Urban Development (HUD) has a requirement to obtain professional customer service support that not only provides reverse mortgage (HEMC) servicing support, but also customer service support that supports a wide variety of incoming inquiries from reverse mortgage (HECM) borrowers, HECM lenders/servicers, home ownership counseling organizations, the general public and other HUD divisions.


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)


Offers are due by December 16th, 2016 at 2:00 pm (1400) MDT. 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 November 28, 2016 at 5 pm MDT. The written questions should be emailed to Christopher.s.stuart@hud.gov. Point of Contact is Christopher S. Stuart, Contracting Officer, Phone 303-672-5278, Fax 303-672-5062.


 

Update #2 ·

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 and a written solicitation will not be issued. The solicitation number for this Request for Proposal (RFP) is DU208WR-17-R-0002. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-91. This solicitation is set aside for small businesses. The North American Classification System (NAICS) Code is 522390, Other Activities Related to Credit Intermediation and the Size Standard is $20.5 million. 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 Department of Housing and Urban Development (HUD) has a requirement to obtain professional customer service support that not only provides reverse mortgage (HEMC) servicing support, but also customer service support that supports a wide variety of incoming inquiries from reverse mortgage (HECM) borrowers, HECM lenders/servicers, home ownership counseling organizations, the general public and other HUD divisions.


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)


Offers are due by December 16th, 2016 at 2:00 pm (1400) MDT. 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 November 28, 2016 at 5 pm MDT. The written questions should be emailed to Christopher.s.stuart@hud.gov. Point of Contact is Christopher S. Stuart, Contracting Officer, Phone 303-672-5278, Fax 303-672-5062.


.

Update #1 ·

Added: Nov 16, 2016 4:05 pm 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 and a written solicitation will not be issued. The solicitation number for this Request for Proposal (RFP) is DU208WR-17-R-0002. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-91. This solicitation is set aside for small businesses. The North American Classification System (NAICS) Code is 522390, Other Activities Related to Credit Intermediation and the Size Standard is $20.5 million. 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 Department of Housing and Urban Development (HUD) has a requirement to obtain professional customer service support that not only provides reverse mortgage (HEMC) servicing support, but also customer service support that supports a wide variety of incoming inquiries from reverse mortgage (HECM) borrowers, HECM lenders/servicers, home ownership counseling organizations, the general public and other HUD divisions.


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)


Offers are due by December 16th, 2016 at 2:00 pm (1400) MDT. 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 November 28, 2016 at 5 pm MDT. The written questions should be emailed to Christopher.s.stuart@hud.gov. Point of Contact is Christopher S. Stuart, Contracting Officer, Phone 303-672-5278, Fax 303-672-5062.


 

Files

File Type Posted
DU208WR-17-R-0002.pdf PDF
Amendment_2.pdf PDF
Update_to_question_10.docx DOCX document
Additional_Questions_and_Responses.docx DOCX document
Questions_and_Response..docx DOCX document
amendment_1.pdf PDF
DU208WR-17-R-0002.pdf PDF

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