SOURCES SOUGHT
R -- Due Diligence Support Services
- Notice Date
- 2/27/2014
- Notice Type
- Sources Sought
- NAICS
- 541611
— Administrative Management and General Management Consulting Services
- Contracting Office
- Department of Housing and Urban Development, OCPO, Office of Policy and Systems, Community Service/Housing Support Div, 451 7th Street SW, Washington, District of Columbia, 20410, United States
- ZIP Code
- 20410
- Solicitation Number
- 2014-H-043
- Archive Date
- 3/29/2014
- Point of Contact
- Brenda K Lee, Phone: 202-402-3504, Brenda K Lee, Phone: 202-402-3504
- E-Mail Address
-
brenda.k.lee@hud.gov, brenda.k.lee@hud.gov
(brenda.k.lee@hud.gov, brenda.k.lee@hud.gov)
- Small Business Set-Aside
- N/A
- Description
- This is a SOURCES SOUGHT NOTICE to determine the availability and capability of qualified small businesses (including certified 8(a), Small Disadvantaged, HUBZone firms; veteran and service-disabled veteran-owned small businesses, and women-owned small businesses) to provide Due Diligence services in support of underwriting requirements for the 232 Healthcare Facilities Program. The U.S. Department of Housing and Urban Development (HUD) FHA Section 232 program is authorized by Section 232 of the National Housing Act (12 U.S.C.1715w). It is administered by the Office of Office of Residential Care Facilities (ORCF) to insure mortgage loans to facilitate the construction and substantial rehabilitation of nursing homes, intermediate care facilities, board and care homes, and assisted-living facilities. Section 232/223(f) allow for the purchase or refinancing with or without repairs of existing projects not requiring substantial rehabilitation. The program allows for long-term, fixed rates financing (up to 40 years) for new and rehabilitated properties and (up to 35 years) for existing properties without rehabilitation that can be financed with Government National Mortgage Association (GNMA) Mortgage Backed Securities. In order to streamline the application process, ORCF developed a LEAN process in 2008 for Section 232 applications. ORCF's new LEAN process employs a standardized work product and process to obtain a consistent and timely result. ORCF developed standardized checklists, performance work statements for third party work, certifications, and templates for the lenders to use in their assembly of the application package. Moreover, ORCF has developed standardized punch lists to use in their underwriting of submitted applications. ORCF has removed portions of the application process/requirements for submittal that were duplicative or not necessary (e.g. no need to submit closing related documents that are submitted with the Firm Application twice, removal of forms that are not needed, development of consolidated certifications, etc.) and ORCF has revised the third party appraisal requirements so that the appraisal is a market appraisal - no requirement to use ORCF forms and no proprietary earnings carve out. As the result of the increased popularity of the Section 232 program, the number of loan applications has continued to grow. ORCF created a Queue system to help prioritize the accumulating backlog. The queue has continued to grow each month. The objective is to perform analytical review and completion of the Standard 232/223(f) Underwriting Punch List, APPS Punch List, and Mortgage Credit Supplemental, IREMS Data Entry, Purchase Checklist (when applicable), Account Receivable Punch List (when applicable), Loan Committee Memo and draft for ORCF approval of Firm Commitment/Rejection, for the 232.223f applications. The completed applications will be posted to the ORCF SharePoint module and submitted to ORCF's Relationship Managers for approval and submission to the Loan Committee for acceptance and authorization of the firm commitment. Security Requirement: All personnel are required to provide personal background information and undergo a background investigation that must obtain a PIV Card prior to being permitted access to any HUD system. Detailed Task Description: 1. All personnel assigned by the Contractor shall attend and pass a HUD four (4) day classroom training held at HUD Headquarters in Washington, DC. The classroom training shall be held seven (7) business days after the award of the Contract. The acceptance criteria for each key personnel attendee will be 100% attendance and successful completion of an evaluation test. 2. All personnel assigned by the Contractor to perform the underwriting and closing of the loan insurance application shall apply for HUD's security clearance for issuance of a PIV card. 3. Shall complete the review of the loan application for program eligibility within five days of receipt from the local Hub/Program Center office. 4. Shall complete the Underwriter punch list documents within fifteen (15) days of assignment from the ORCF 5. Shall review and approve the credit worthiness of the borrower, management agent and/or principals within fifteen (15) days utilizing HUD's APPS system. 6. Shall update the loan application status in HUD's iREMS, DAP, and SharePoint system on an ongoing basis until the loan application is final rejection status or initially endorsed. 7. Shall prepare all documents relating to the submission of the loan application to ORCF Loan Committee. Documents include but are not limited to the submission memo and required Loan Committee submission documents. Loan Approval documents shall be submitted in electronically to the ORCF GTM Workload Manager. 8. Shall reject the loan application for non-compliance within (15) days of assignment from the ORCF. The Contractor shall create the loan application rejection letter. All hard copies of the rejected loan application documents shall be returned to ORCF within (15) days. 9. Shall close the project utilizing the appropriate closing checklist and/or punch list, after receipt of the executed Firm Commitment and/or Loan Committee approval depending on the approval criteria for the loan application. 10. Shall close the project utilizing the appropriate closing checklist and/or punch list, after receipt of the executed Firm Commitment and/or Loan Committee approval depending on the approval criteria for the loan application. 11. Shall close the project utilizing the appropriate closing checklist and/or punch list, after receipt of the executed Firm Commitment and/or Loan Committee approval depending on the approval criteria for the loan application. 12. Shall coordinate the loan closing date with HUD's local assigned counsel along with the review of the document including but not limited to the Regulatory Agreement, Escrow Agreement and Mortgage Note. All approved loan applications shall be closed by the Contractor within 120 days of the issuance of the Firm Commitment. 13. Shall monitor after loan closing, assist and under the direction of HUD's ORCF to ensure the timely deposit closing funds, the review of executed loan document, submission of executed critical documents to TransAccess all executed documents in accordance with HUD's archiving procedures, and submission of the HUD Form 290 for all loan applications closed by the Contractor. Provide a detailed description of your company's (including its teammates, if applicable) experience and demonstrated abilities to deliver each and every task separately of the requirement stated above. Capability statements must address at least three prior contracts that reflect similar type and scope of work and the number of concurrent staff resources available. Place of performance may be performed off site. The anticipated period of performance is a base period plus four year option periods. The NAICS Code is 541611. The small business size standard is 14M. Interested small business offerors are encouraged to respond to this notice. However, be advised that generic capability statements are not sufficient for effective evaluation of the respondents' capacity and capability to perform the specific work as required. Response must directly demonstrate the company's capability, experience, and/or ability to marshal resources to effectively and efficiently perform each of the tasks described above in sufficient level of detail to allow definitive review of the capability statement and evidence that the contractor can satisfy the minimum requirements listed above in compliance with FAR 52.219-14 ("Limitations of Subcontracting"). Failure to definitively address each of these requirements will result in a finding that respondent lacks capability to perform the work. Responses to this notice shall be limited to ten pages, and must include: 1. Company name, mailing address, e-mail address, telephone and FAX numbers, website address (if available), and the name, telephone number, and e-mail address of a point of contact having the authority and knowledge to clarify responses with Government representatives. 2. Name, title, telephone number, and e-mail addresses of individuals who can verify the demonstrated capabilities identified in the responses. 3. Business size for NAICS XXXX (size standard $ or number of employees) and status, if qualified as an 8(a) firm (must be certified by SBA), Small Disadvantaged Business (must be certified by SBA), Woman-Owned Small Business, HUBZone firm (must be certified by SBA), and/or Service-Disabled Veteran-Owned Small Business (must be listed in the VetBiz Vendor Information Pages). 4. DUNS number, CAGE Code, Tax Identification Number, and company structure (Corporation, LLC, partnership, joint venture, etc.). Companies also must be registered in the System for Award Management (SAM, at www.sam.gov) to be considered as potential sources. 5. Identification of the firm's GSA Schedule contract(s) by Schedule number and contract number and SINs that are applicable to this potential requirement are also requested. 6. If the company has a Government approved accounting system, please identify the agency that approved the system. Please submit copies of any documentation such as letters or certificates to indicate the firm's status (see item #3, above) Teaming arrangements are acceptable, and the information required above on the company responding to this announcement, should also be provided for each entity expected to be teammates of the respondent for performance of this work. To the maximum extent possible, please submit non-proprietary information. Any proprietary information submitted should be identified as such and will be properly protected from disclosure. THIS NOTICE IS FOR PLANNING PURPOSES ONLY, AND DOES NOT CONSTITUTE AN INVITATION FOR BIDS, A REQUEST FOR PROPOSALS, A SOLICITATION, AND A REQUEST FOR QUOTES, OR AN INDICATION THE GOVERNMENT WILL CONTRACT FOR THE ITEMS CONTAINED IN THIS ANNOUNCEMENT. This request is not to be construed as a commitment on the part of the Government to award a contract, nor does the Government intend to pay for any information submitted as a result of this request. The Government will not reimburse respondents for any cost associated with submission of the information being requested or reimburse expenses incurred to interested parties for responses to this announcement. RESPONSES TO THIS ANNOUNCEMENT WILL NOT BE RETURNED, NOR ANY ENSUING DISCUSSIONS OR DEBRIEFINGS OF ANY RESPONSES. However, information obtained as a result of this announcement may be reflected in the subsequent solicitation, and HUD may contact one or more respondents for clarifications and to enhance the Government understands. This announcement is Government market research, and may result in revisions in both its requirements and its acquisition strategy based on industry responses. RESPONDENTS MUST SUBMIT CAPABILITY STATEMENT VIA E-MAIL to Brenda K. Lee at brenda.k.lee@hud.gov no later than March 14, 2014, 3:00 PM Eastern Time.
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/notices/647b6c2eeff1e5854b1401d334c8cb64)
- Place of Performance
- Address: Contrsctor Facility, Washington, District of Columbia, 20410, United States
- Zip Code: 20410
- Zip Code: 20410
- Record
- SN03297969-W 20140301/140227234204-647b6c2eeff1e5854b1401d334c8cb64 (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
(may not be valid after Archive Date)
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