SOURCES SOUGHT
R -- Risk Management Analysis Services
- Notice Date
- 5/13/2015
- 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
- HUD-2015-H-052
- Point of Contact
- Diane-Toledo-Gaskins, Phone: 202 402 4140
- E-Mail Address
-
Diane.E.Toledo-Gaskins@hud.gov
(Diane.E.Toledo-Gaskins@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 Risk Management Analysis Services. Background: HUD'S Section 232 Program insures 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) allows for the purchase or refinancing, with or without repairs, of existing projects not requiring substantial rehabilitation, insures lenders against the loss on mortgage defaults and insures mortgages that cover the construction and rehabilitation of nursing homes and assisted living facilities for people who need long-term care or medical attention. The program allows for long-term, fixed rate 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. The objective is to meet the needs of the Program Office in developing an early warning system that will provide HUD with the tools necessary to identify potential risks to the performance of projects in the portfolio. System must be a web-based information source of current and historical financial and performance records including State inspection information in real time is needed that will result in: I. Decrease in defaults; ii. Lower program cost as the result of fewer claims; iii. Better comprehensive due diligence, resulting in lower probabilities of future defaults/claims. iv. Allow early risk mitigation intervention to reduce default and work to prevent future claims HUD requires customized, facility data-driven Dashboard Reports that provide financial, operational, survey, CMS star rating, life safety and quality-of-care summaries of skilled nursing, assisted living, intermediate care, and board and care facilities of interest. The data would be summarized, organized, and presented specifically to draw attention to a particular facility's risk for credit loss and include real time and historical impositions from CMS and/or other state regulating agencies. Furthermore, the Dashboard Reports shall provide a concise, easy-to-read quantitative assessment of the overall financial picture and quality of care for a given facility in relation to a nearby competitor, as well as the national mean for the facility's peer group. The reports shall be concise and meaningful, enabling actors/interested parties to define problem(s) so that corrective action(s) can be taken proactively. Access to a web-based portal capable of receiving key historical and current (real time) operational information from 232 program participants must be provided. This data must include financial, survey, and marketing data in a format searchable by FHA number, name of facility, address, and provider number and the ability to generate risk reports and daily risk alerts resulting from notifications from government agencies regarding proposed or actual impositions (i.e., citations for immediate jeopardy, harm, repeat citations, denial of payment, possible termination, high civil money penalties, etc.). Risk reports must also provide notice of a decrease in any star rating category by 2 or more stars, a 1-star rating in any category, and Special Focus Facility (SFF) designation. Comparable data for assisted living facilities must also be provided. The Government requires current viable market comparisons to each FHA insured property and provide the necessary market comparisons across the country for all Skilled Nursing, Assisted Living, and Residential Care/Board and Care. Must possess a history of successful performance providing risk Dashboard Analysis for health care, nursing homes, assisted living and senior living facilities and personal with the specialized training to support the services required. The Government can request all necessary data be made available to ensure ALL historical and current real time data is being provided. The NAICS Code is 541611. The small business size standard is 15M. Specific dashboard reports that provide financial, operational, census, marketing, case mix, detailed survey data, market comparison, and quality-of-care summaries must also be provided in a format usable and approved by HUD. Provide State and CMS Survey and Medicare/Medicaid Financial Data Reporting, Analysis and Risk Rating Services for the Office of Healthcare Program's properties board and care, assisted living facilities, and skilled nursing facilities: • Databases shall be made available to HUD by the Vendor through a web-based portal that will be available in real time, 24 hours per day, every day with the exception of occasional maintenance or upgrades. • Databases shall p HUD-requested roll-up reports by facility, operator, state, Lender's portfolioand by other HUD requested roll up reports. • Access to all HUD Section 232 Lenders, their portfolios, and individual nursing homes, assisted living, board and care, and residential facilities. • Applies to initial existing Lender portfolios as well as new loan applications and potential lending due diligence • Provide access and analysis to and of local competitors The above data elements will be derived from the following sources: a. MDS Submission Analyzer b. MDS Clinical Reporting Module c. MDS Financial Reporting (RUG related) Module d. Star Ratings e. Survey History and Real Time Survey Data f. Real Time State/CMS Proposed and Actual Impositions g. Special Focus h. OSCAR I. Cost Reports Market analysis including local competitors of skilled nursing, assisted living, and board and care facilities a. Survey Data (Standard, Annual, Recertification, Complaint, Life Safety) b. Geographical Survey Data c. Resident Beds, census, case mix d. Nursing Home Specific Issue (Including OSCAR and Cost Reports) e. Survey Region/Team Data f. QIS, Phase I and II Data g. Staffing/Turn-Over Ratio Data h. Longevity Data I. Claims/Loss Ratio Data j. MDS Data (Daily Updated, Exclusive Rights to this Dataset) k. Sentinel Event Data l. Facility Reports m. QM/QI Data n. General Facility Costing Data o. Specific Financial Data Defined by Client p. Captured in data entry portal q. Company's own dataset r. Company/State/Local Benchmarks s. Proposed Imposition and Actual Imposition Data, CMP Data t. Allegation Data u. Occupancy/Census Data v. Market Data w. Comparison Data x. SFF Data y. Five Star Data z. Life Safety Data aa.Other types of proprietary dataset that Contractor captures through its confidential data sources Other Module: Other modules and services to include skilled nursing, assisted living, residential care, and board and care: On-site risk Assessments and recommendations including: a. Mock Surveys and Report: To provide a detailed onsite Mock Survey/Life Safety and report including all staff that will provide results similar to CMS/State surveys for internal use only. Report and staffing provided are to be acceptable to HUD. The report should outline a typical survey and make recommendations for improvement to HUD. Provide real time feedback/suggestions to facility for areas to improve. This should be done through onsite trainings, conference calls, and webinars. A follow-up analysis and report should be provided that includes all action, improvement, follow-up support, and implementation plans. b. Narrative Risk Reports that includes a full operational review prior to the site visit including operating debt service coverage, mortgage payment history, operating financial review, star rating, state survey history, and other benchmarks for comparison to action improvement and implantation plans put in place after the site visit. Report and staffing provided are to be acceptable to HUD. Reports must provide recommendations for improvement and provide real time feedback/suggestions to facility for areas to improve. This should be done through onsite trainings, conference calls, and webinars. A follow-up analysis and report should be provided that includes all action improvement, follow-up support, and implementation plans. c. Review of action and improvement plans d. Follow-Up Support and Implementation of Plans: Provide follow up to ensure improvement plans are working and in place. Provide real time feedback/suggestions to facility for areas to improve. This should be done through onsite trainings, conference calls, and webinars. A follow-up analysis and report should be provided that includes all action improvement, follow-up support, and implementation plans. The analysis should include benchmarks established at the beginning of the visit and compare after all action/improvement plans have been put in place. Benchmark should show area comparable(s) as well. Interested small business offerors are encouraged to respond to this notice. However, be advised that generic capability statements are not sufficient for effective review 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 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 Diane Toledo-Gaskins at Diane.E.Toledo-Gaskins@hud.gov no later than June 3, 2015,12:00 PM Eastern Time for consideration.
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/notices/cca25bee9ce545e8be9fea56c127763a)
- Place of Performance
- Address: 451 7th Street, Wahington, District of Columbia, 20410, United States
- Zip Code: 20410
- Zip Code: 20410
- Record
- SN03730063-W 20150515/150513235223-cca25bee9ce545e8be9fea56c127763a (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
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