Home Equity Conversion Mortgages (HEMC) | SAM.gov Opportunity | G2X

Home Equity Conversion Mortgages (HEMC)

SolicitationDU208WR-17-R-0002Notice typeCombined Synopsis/Solicitation, OK

Attachments

7 files

Name	Type	Posted	Actions
DU208WR-17-R-0002.pdf	PDF	Mar 22, 2019	Download
Amendment_2.pdf	PDF	Dec 13, 2016	Download
Update_to_question_10.docx	DOCX	Dec 6, 2016	Download
Additional_Questions_and_Responses.docx	DOCX	Dec 6, 2016	Download
Questions_and_Response..docx	DOCX	Dec 5, 2016	Download
amendment_1.pdf	PDF	Dec 5, 2016	Download
DU208WR-17-R-0002.pdf	PDF	Nov 16, 2016	Download

Version History

Home Equity Conversion Mortgages (HEMC)

Combined SynopsisDU208WR-17-R-0002Mar 22, 2019 · v6

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Opportunity Summary

The Department of Housing and Urban Development (HUD) issued this combined synopsis/solicitation, solicitation number DU208WR-17-R-0002, to obtain professional customer service support for Home Equity Conversion Mortgages (HECM). The required services include reverse mortgage servicing support and managing incoming inquiries from HECM borrowers, lenders, servicers, homeownership counseling organizations, the general public, and other HUD divisions. This procurement was conducted as a Best Value source selection under FAR 15.101-1 for commercial items. Although the solicitation was originally published on November 16, 2016, with a final response deadline of March 22, 2019, the notice confirms that Amendment 5 cancelled the solicitation and all previous amendments.

This requirement was designated as an 8A; 8A set-aside under NAICS code 522390, Other Activities Related to Credit Intermediation, which carries a size standard of $20.5 million. The solicitation utilized PSC code R, and the primary place of performance was Oklahoma. The planned schedule included a 12-month base period followed by four 12-month option years. Proposals were managed by the HUD Western (Denver) Field Contracting Operations, Denver Operations Branch, with Christopher S. Stuart serving as the primary point of contact.

The solicitation history includes five amendments and seven total attachments, featuring the original RFP document, a revised Performance Work Statement, and multiple sets of questions and responses. Submissions were required via email with a size limit of 500 MB. Provisions and clauses incorporated into this notice were those in effect through Federal Acquisition Circular 2005-91, including standard commercial item terms and conditions for instructions, evaluations, and certifications.

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Opportunity Summary

Opportunity Details

Response deadline: Mar 22, 2019Expired 2643 days ago
NAICS: 522390 (opens in new tab)
PSC: R (opens in new tab)
Set aside: 8A
Published: Nov 16, 2016
Updated: Mar 22, 2019
Agency: —
Office: —
Department: —
Source: View on SAM.gov (opens in new tab)

Contact and place of performance

Point of contact: Christopher S. Stuart

Place of performance

USA

Original Description

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 [email protected]. 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 [email protected]. Point of Contact is Christopher S. Stuart, Contracting Officer, Phone 303-672-5278, Fax 303-672-5062.