Department of the Treasury, Office of Thrift Supervision (OTS), Procurement and Administrative Services, 1700 G Street, N.W., 3rd Floor, Washington, DC, 20552

U -- HOUSING AND ECONOMIC DEVELOPMENT FINANCE COURSE SOL RFQ-TOT-C00013 DUE 051900 POC Douglas Mason, Sr. Contract Specialist, Phone (202) 906-7624, Fax (202) 906-5648, Email douglas.mason@ots.treas.gov WEB: Visit this URL for the latest information about this, http://www.eps.gov/cgi-bin/WebObjects/EPS?ACode=P&ProjID=RFQ-TOT-C 00013&LocID=1767. E-MAIL: Douglas Mason, douglas.mason@ots.treas.gov. The Office of Thrift Supervision (OTS), a bureau of the U. S. Department of the Treasury, regulates and supervises the nation_s thrift industry. An instrumental part of the OTS employee base consists of its examiner core. To keep this core group of employees well informed about its regulatory and supervisory responsibilities as they go about their examination of thrifts, the OTS provides various training courses. One of those courses is sought through this requirement, a course in Housing and Economic Development Financing. This is a Combined Synopsis/Solicitation for commercial items prepared in accordance with the format of FAR 12.6, as supplemented with additional information included in this notice. This announcement constitutes the ONLY solicitation. QUOTES ARE BEING REQUESTED AND A WRITTEN SOLICITATION WILL NOT BE ISSUED. This requirement is issued as Request for Quotation (RFQ) TOT-C00013 and it incorporates those provisions and clauses in effect through Federal Acquisition Circular 97-15. The associated SIC is 8299 and the business size standard is $5M. The resultant award will consist of a pilot course in year 2000 and two courses in each of the three optional years. Specific Course Objectives are: The contractor shall design and teach an intermediate level housing and economic development finance course for safety and soundness, and compliance examiners. This course will focus primarily on structured financing for small business, and affordable housing, including mixed-use or mixed-income development. Emphasis will be on financial analysis of community and economic development transactions. Examiners will learn how these deals are structured and financed using public and private sector funding; how they are evaluated in terms of risk and return, particularly from the financial institution perspective; and how different financing structures can increase the affordability and feasibility risks to a deal that involves both types of financing. Examiners shall learn to accurately assess a lending or investing institution_s risk exposure and investment opportunity in community and economic development deals. The following shall be included in the course: a) A brief overview of the role of affordable housing and economic development_why is it important and why is the involvement of private sector important; b) A discussion about the role of the private sector, particularly the insured depository institution, in financing community and economic development deals; c) An Economic Development segment focusing on: small business credit analysis, identifying financing gaps, gap financing programs, making the deal happen_linking public and private (e.g. bank) sector financing, and evaluating risk and return; and d) An Affordable Housing and Mixed-Use Development segment focusing on: single and multi-family affordable or mixed use housing, affordability issues or problems, gap financing options, doing the deal_linking public and private (e.g. bank) sector financing, and evaluating risk and return. The course shall be case study oriented with an emphasis on financial analysis. Participants will learn: 1) how community and economic development deals are financed; 2) how to analyze real estate projects and business credits; 3) what gap financing is and methods to fill the gap; 4) how to adequately assess risk and return (from the private sector perspective); and 5) how to assess the role of the private sector funding, particularly insured depository institutions funding, in community and economic development. Real life case studies are preferable. The course will be rigorous and designed to challenge the intermediate to senior level bank or thrift institution examiner technically and intellectually. The course will be for a maximum of four and 12 consecutive days. Specific Tasks Are -- a) Design a Housing and Economic Development Finance Course for OTS examiners, per the specifications outlined in the "Course Objectives" section; b) Develop the course materials that will be distributed during the class and used as reference materials by OTS examiners. Course materials shall include an agenda, lecture notes, case studies and reference materials; and c ) Instruct a pilot course during the fourth quarter of CY2000 (tentatively set for October 2 -- 6, 2000). The pilot course will be critiqued by the examiners and various OTS staff. A segment at the end of the course will be devoted to soliciting feedback from participants. Verbal and written comments will be accepted and provided to the contractor. The contractor shall consult with the OTS about course and training material modifications, and will make appropriate modifications within a to be determined period of time. During subsequent optional periods (2001, 2002 and 2003), which are to be exercised solely at OTS_s discretion, the contractor shall offer two additional training courses in each year. Dates for these classes will be mutually agreed to by both parties. Specific Teaching Methods -- The teaching method shall combine lecture, case studies, group discussion and visual aides. The contractor shall emphasize class participation and group discussion. Contractor/Instructors Qualifications -- Contractor will have knowledge and experience of the financial regulatory industry relative to banks, thrifts or similar financial institutions. Contractor_s instructors must have extensive hands-on housing and economic development finance experience, and an understanding of the role of the insured depository institution in financing community and economic development deals. Resumes for each instructor shall be provided with your proposal. Contractor_s instructors must have extensive teaching and training experience in housing and economic development finance. Contractor must have the support capability to develop training materials, write course materials, meet deadlines and make course revisions. Training and written course materials shall be delivered to the OTS site in advance of each class. OTS anticipates about 20 participants for the pilot course. Delivery Requirements—1. Course outline and objectives by July 30, 2000; 2) Draft of participant/instructor manuals by September 1, 2000; and 3) Final copy of manuals, and related A/V and instructional materials by September 29, 2000. Interested offerors should provide as a part of their proposal written technical material that reflects their experience in providing training in similar topics to the public/private sectors; past performance information -- including clients names and telephone numbers of contacts; and rates based on the above program requirements for the base and each option year of the contract. Award will be based on a best-value basis concerning technical experience, past performance, and price. Offerors shall submit a separate price for the pilot course (consisting of some 20 participants) in year 2000 and pricing for two courses in each of the three optional years (2001, 2002 and 2003). Offerors should also submit with their proposal, in accordance with FAR 52.212-3, a signed Offeror Representations and Certifications -- Commercial Items. The certification, and the other FAR clauses/provisions cited herein, can be found at www.arnet.gov/far, Part 52. The other applicable FAR provisions are 52.212-1, Instructions to Offerors -- Commercial; 52.212-2, Evaluation -- Commercial Items; 52.212-4, Contract Terms and Conditions -- Commercial Items and 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders -- Commercial Items. Proposals are due at the following address by 3:00PM, local time, May 19, 2000 -- Office of Thrift Supervision, Procurement Management, 1700 G Street, NW, Attn: Douglas Mason, Washington, DC 20552. Electronic or faxed proposals will not be accepted. Any amendments to this synopsis/solicitation will be posted to this web-site prior to the RFPs closing date. There will be no other notices. Posted 04/21/00 (D-SN447492). 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