SOURCES SOUGHT
R -- Asset Management Advisory Services (AMAS)
- Notice Date
- 4/14/2015
- Notice Type
- Sources Sought
- NAICS
- 541611
— Administrative Management and General Management Consulting Services
- Contracting Office
- Department of Housing and Urban Development, OCPO, Office of Support Operations, Office of Support Operations, NO, 451 7th Street S.W., Washington, District of Columbia, 20410, United States
- ZIP Code
- 20410
- Solicitation Number
- RCS-HU-15-00038
- Archive Date
- 4/24/2015
- Point of Contact
- Alita K.barbee, Phone: 2024024519, Donald M. Comer, Phone: 202-402-2441
- E-Mail Address
-
alita.k.barbee@hud.gov, donald.m.comer@hud.gov
(alita.k.barbee@hud.gov, donald.m.comer@hud.gov)
- Small Business Set-Aside
- N/A
- Description
- THIS IS A SOURCES SOUGHT NOTICE ONLY. This is not a request for offers, quotes or proposals. This notice does not represent a commitment by the Government to issue a solicitation or award a contract. This is a market research tool only to determine the capability of potential sources. The Department of Housing and Urban Development (HUD) is contemplating establishing an 8(a) Competitive contract under NAICS Code(s) 541611 - Administrative Management & General Management Consulting Services and the Small Business Standard is $15.0), PSC Code R405 for Operations research & Quantitative Analysis Services. The Department of Housing and Urban Development (HUD), Federal Housing Administration (FHA), Single Family is requiring the services of a contractor with experience providing business process improvement, financial risk management, and operational analysis of activities related to servicing and real estate management. The contractor will provide an analysis of all disposition related activities for an FHA-insured property throughout the entire timeline from foreclosure to post-sale reconciliation. This is a Request For Information (RFI) in order to solicit responses from capable sources and capability statements to ensure sufficient competition exists to meet the government's requirements. If any small businesses are on the GSA Schedule please provide schedule number or contract number. Teaming arrangements and joint ventures will be considered for any subsequent procurement based on the Government's market research, provided the prime contract is awarded to an applicable small business and that small businesses provide fifty percent or more of the support. Please review the statement of work (SOW)/performance work statement (PWS) and provide your feedback to Alita Barbee, alita.k.barbee@hud.gov if there are questions. General Scope of Work The Asset Management Advisory Service (AMAS) contractor shall use available industry data and HUD-provided data to help the Department assess industry partner and M&M Contractor operations and services being provided to FHA. The following is a brief description of the scope of how that data shall be used: • Identifying areas that FHA should focus on to ensure industry partners are in compliance with published guidance • Developing controls that should be established to mitigate the costs associated with disposition activities. • Analyzing key procedural gaps in the FHA disposition process where the FHA is exposed to financial or operational risk. • Demonstrating FHA's need for M&M contractor and industry partner process improvement, particularly when compared with other commercial corporate REO holders or industry REO performance indicators • Assisting in the evaluation of M&M Contractors' performance in comparison to the performance of the single family real estate market • Identifying improvements that the M&M Contractors and industry partners should implement to improve business processes; • Assessing the overall costs associated with disposition strategies and procedures. • Performing claim reviews of pre-conveyance disposition activities • Evaluating the accuracy of valuations and procedures related to FHA disposition strategies • Conducting a review of post-purchase activity and purchaser compliance with FHA disposition requirements BACKGROUND This is a new contracting effort; therefore, no contractual history is available. DEFINITIONS Acceptable Quality Level (AQL). The percentage or minimum required acceptable level of service. Contracting Officer (CO) A person with authority to enter into, administer, and/or terminate contracts and make related determinations and findings on behalf of the Government. Note: the only individual who can legally bind the Government. Deliverable Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports Government Technical Representative (GTR) An employee of the U.S. Government appointed by the Contracting Officer to perform contract administration activities in regard to technical issues. This individual has authority to provide technical direction to the Contractor as long as direction is within the scope of the contract, does not constitute a change and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract. Performance Work Statement (PWS) A statement of work for performance based acquisitions that describe the required results in clear, specific and objective terms with measurable outcomes. Quality Assurance (QA ) - Policies and procedures adopted by the Government to ensure that supplies and services acquired under Government contracts conform to the contract's quality requirements. Quality Assurance Surveillance Plan (QASP) - A plan describing how the agency will survey, observe, test, sample, evaluate and document the contractor's performance in meeting critical performance standards identified in the contract. Quality Control (QC) - All necessary measures taken by the Contractor to assure that the quality of an end product of service shall meet contract requirements. Task Order - An order for services placed against an established contract or with Government sources. GENERAL DESCRIPTION OF WORK • Comparing HUD FHA's REO listing procedures and sale prices to national Multiple Listing Service listing procedures and sale prices • Determining the financial and procedural risks associated with activities between the foreclosure of a property and conveyance, conveyance of a property and acceptance into REO inventory, and reconveyance activities • Assessing the financial and operational performance of various disposition options and strategies performed by HUD contractors • Identifying the financial and procedural risks associated with contractor non-compliance • Determining the actual cost to HUD for a property at various stages in the disposition process. • Creation of Standard Operating Procedures (SOPs) for key processes throughout HUD's disposition framework • Defining controls to identify conflicts of interests amongst industry partners and M&M contractors and subcontractors in performance of disposition work and related activities. • Developing a control methodology and performance standards for property preservation and repair activities. • Providing a methodology to measure financial performance of disposition activities with sufficient controls that account for geographic and market disparities to accurately compare varying locations nationwide. • Determining historical performance trends and associated financial and operational risk surrounding pre-conveyance industry activities in regards to property preservation, requested and approved overallowables, and compliance with HUD guidelines and regulations • Identifying buyer manipulation of disposition programs and/or special buying program requirements. • Assessing the validity of owner occupant purchases and cash transactions • Identifying the extent of any potential property "flipping"/"flopping" activity. • An executive summary of the findings and recommendations for improvement; • An explanation of the methodology and data used as the evidence in support of the findings and recommendations • A detailed summary of all review findings, including a detailed description of each identified instance of non-compliance with contract requirements, for submission to HUD along with recommended enforcement actions, best practices, and an implementation strategy, as applicable; • Performance metrics HUD can establish to assess the success of Contractor's recommendation if implemented. CONTEMPLATED PERFORMANCE METRICS The Contractor service requirements are summarized into performance objectives that relate directly to the requirement's essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to the requirement's success. The PRS headings are defined as follows: Performance Measure - This column lists the service the Contractor must perform as indicated in the PWS. Performance Objective (PWS Reference) - This column lists the applicable outcome (service required) as stated in the PWS. Performance Standard for Excellence - States the performance standard(s) that the Contractor must meet as set forth for completeness, reliability accuracy, timeliness, quality Minimum Acceptable Quality Level (AQL) - percentage or minimum required acceptable level of service, [i.e., no more than one customer complaint per report] Surveillance Method - Lists the assessment/monitoring method the Government will use to evaluate the Contractor's performance in meeting the contract requirements and indicates who performs the surveillance (these are sample surveillance methods. This is a note to the Program Office only and should not appear in the final PWS [i.e., random sampling (evaluate randomly selected samples of the lost to determine the acceptability of the entire lot), 100% inspection (inspect and evaluate performance each time task is performed), periodic surveillance (monthly, quarterly, semi-annually, etc.), validated customer compliant, or any surveillance method used in the commercial market to survey the required service.) Performance Measure/ Performance Objective/ Performance Standard/ Minimum Acceptable Quality Level /Surveillance Method Completion of Review, Analysis, and Investigation in a timely fashion The contractor shall complete all objectives outlined on the Task Order by the agreed to deadline date. The contractor completed all objectives outlined by the Task Order before the deadline. The contractor completed all objectives outlined by the Task Order with a delay no greater than 5 business days. 100% inspection by the GTR All Task Orders are thoroughly completed based on an acceptable level of data, analysis, and investigative methodologies The contractor completed the assigned tasks by considering all of the data that is necessary to appropriately address all of the specified areas in the evaluation of the subject under review Technique used to complete task order was complete in addressing all specified areas as determined by HUD. Incomplete tasks areas are completed within 5 business days of notification of non acceptance 100% inspection by the GTR. Document deliverables were delivered timely and completed to a satisfactory level All required documents are delivered to the GTR by the Task Order deadline date and contain all of the elements as described in the PWS The contractor's documents delivered to the GTR were complete and on-time. Documents provided by the contractor were complete in addressing all specified areas as determined by HUD. Incomplete documents are completed within 5 business days of notification of non acceptance 100% inspection by the GTR. Contractor performs thorough Quality Control as a pre-requisite to task order completion Prior to completion, all Task Order directives are thoroughly analyzed against Contractor's documented QC procedures The Contractor outlines the QC methods employed during the completion of the task order, explaining potential errors that were found or prevented Required report at the completion of Task Order explains QC measures that were employed for data validation and the true potential of conclusions. 100% inspection by the GTR. Reported conclusions to a Task Order are accompanied with a documented tangible and realistic strategy for implementation or progress. The task order is completed with an actionable strategy that is employable by HUD or HUD's contractors to improve on the issue of focus. Related HUD personnel or HUD AM, FSM, or MCM Contractors agree that strategy can be employed and that improvements are possible. Conclusions resulting from a task order have at least three realistic and actionable strategies for their implementation. 100% inspection by the GTR. Training or Presentation at the completion of a task order is informative and demonstrates new information or insight previously unknown During the completion of the task order the contractor shall uncover new information or knowledge that builds upon that already known or available. Parties internal to HUD or AM, FAM, and MCM contractors obtained knowledge that can be used to improve on issue of focus by the task order. The presentation of information that was a result of the task order positively affects either HUD's internal operations or improves on HUD's AM, FSM, or MCM contractor's procedures. 100% inspection by GTR CONTEMPLATED REPORT REQUIREMENTS • An executive summary of the findings and recommendations for improvement; • An explanation of the methodology and data used as the evidence in support of the findings and recommendations • A detailed summary of all review findings, including a detailed description of each identified instance of non-compliance with contract requirements, for submission to HUD along with recommended enforcement actions, best practices, and an implementation strategy, as applicable; • Performance metrics HUD can establish to assess the success of Contractor's recommendation if implemented. CONTEMPLATED MAGNITUDE OF THE PROJECT The potential dollar range of this contemplated requirement is 8M -15M. CONTEMPLATED PLACE OF PERFORMANCE Contractor's Site RESPONSE REQUESTED Small Businesses are encouraged to respond. 8(a) Vendors. This synopsis is a market research tool being used to determine the availability and capability of potential sources prior to determining the method of acquisition and whether the government will proceed with this acquisition. The Government will not pay for any information solicited. If a contract is ultimately pursued, responses to this synopsis will be used to aid in determining whether the acquisition is set-aside for small business or in establishing small business subcontracting goals. All qualified firms are encouraged to respond. The capability statement shall address, at a minimum, the following for the past three years: 1. Name and address of company and or companies (if there is a teaming arrangement or joint venture); 2. Technical expertise relevant to the requirement; 3. Technical approach relevant of the requirement (1 to 2 paragraphs); 4. Management approach relevant to the requirement (1 to 2 paragraph); 5. Corporate experience relevant to the requirement (1 to 2 paragraph); 6. Indicate if you are a small business or any other socio-economic categories that apply to your firm under the designated NAICS code; 7. Relevant past performance. Your capability statement needs to include a list of three customers (Government/non-Government) within the past three (3) years highlighting similar work in nature, scope, complexity, and difficulty and a brief description of the scope of work. Your submission for relevant past performance must include for each customer: • Contract name; • Contracting Agency or Department, POC and contact information; • Yearly contract value (in $); • Whether your firm was the prime or a subcontractor; • Period of performance; • Description of work and how it relates to the requirements. Interested firms responding to this market survey must provide a capability statement demonstrating their experience, skills and capability to fulfill the Governments requirements for the above. The capability statement shall be in sufficient enough detail, but not exceed __ pages TOTAL, so that the Government can determine the experience and capability of your firm to provide the requirements above. Please specify one primary and one alternate Point of Contact (POC) within your firm, including telephone numbers and email addresses in case clarifications of your submission are needed. Only electronic copies of capability statements will be accepted and should be emailed to: alita.k.barbee@hud.gov). The e-mail shall contain the following subject line: Response to Sources Sought Notice - RCS-HU-15-00038. The Government may use the responses received to determine whether to proceed with the acquisition as a set-aside, or in the absence of a least two small business responses to this notice, may determine to proceed with a full and open competition. This decision and whether to proceed with the acquisition is at the sole discretion of the Government. All interested contractors should submit their capability statements by 3:30pm on April 23, 2015, attention Alita Barbee. Alita.K.Barbee@hud.gov Late responses will not be considered.
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/spg/HUD/NO/NO/RCS-HU-15-00038/listing.html)
- Place of Performance
- Address: Contractor' s Site, United States
- Record
- SN03699415-W 20150416/150414235813-9787eaeed0687f3b1662897c578ebd0f (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
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