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This Combined Synopsis/Solicitation opportunity from Department Of Housing And Urban Development was posted on July 17, 2024. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

HECM Loan Comparison and Underwriting Tool (HLCUT) for Home Equity Conversion Mortgage (HECM)

Closed
86615624R00007Federal

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

Active Opportunities Like This One

NAICS: 541611
New
Business Impact Analysis, Disaster Recovery, and Business Continuity Plan Services (RFP-VC-26-006), Inland Empire Utilities Agency (California)
Solicitation # RFP-VC-26-006
Hagerty Consulting, Inc. is seeking a Disadvantaged Business Enterprise (DBE) subcontractor to support an engagement with the Inland Empire Utilities Agency (IEUA) in California. The project focuses on enhancing the agency's operational resilience framework through the development and review of a Business Impact Analysis (BIA), Disaster Recovery Plan (DRP), and Business Continuity Plan (BCP), along with the creation of recovery playbooks. The scope of work includes participating in client workshops, conducting assessments, and facilitating in-person tabletop exercises to identify response gaps. Preference is given to firms with expertise in IT/OT resilience and experience within the water, wastewater, or critical infrastructure sectors. The contract is funded by the Environmental Protection Agency (EPA) and requires adherence to FEMA Continuity Guidance, CISA, and NIST standards, specifically the NIST Risk Assessment Framework. The initial term of the agreement is three years with an option to extend. Award selection is based on a single-award criteria evaluating past performance in the utility sector, personnel qualifications such as CBCP certifications, and the proposed staffing methodology. As a prevailing wage contract subject to the California Labor Code, consultants must be registered with the Department of Industrial Relations. Proposals must be submitted electronically via PlanetBids by November 17, 2026, and include a fully burdened fee schedule and required federal registrations, including a Unique Entity Identifier (UEI) and active SAM.gov registration.
Hagerty Consulting, Inc.

POSTED

about 12 hours ago

DEADLINE

in 26 days

General Info

Contract Value

$1,080,141.33

NAICS

541611 - Administrative Management and General Management Consulting Services

Place of Performance

Washington, DC, USA

Set-Aside

SBA

Award Issued Date

Documents

14

Amendment 0003 to Solicitation 86615624R00007 (HLCUT)

PDF, High priority: read this first1 page · amendment
High

Attachment 0003 – Price Schedule

DOCX, High priority: read this first1 page · specifications
High

Attachment 4 - Sample Price Breakdown Worksheet with Rates

XLSX, High priority: read this first14 pages · specifications
High

Attachment 5 - Sample Labor Category/Hours Breakdown Worksheet

XLSX, High priority: read this first2 pages · specifications
High

Government Response to Industry Questions - HLCUT

XLSX, High priority: read this first8 pages · q-and-a
High

HECM Loan Comparison and Underwriting Tool (HLCUT) PWS

DOCX, High priority: read this first23 pages · sow
High

HECM Loan Comparison and Underwriting Tool (HLCUT) QASP

DOC, High priority: read this first17 pages · qasp
High

HLCUT Vendor Questions and Answers

XLSX, High priority: read this first8 pages · q-and-a
High

Solicitation 86615624R00007 Amendment 0001

PDF, High priority: read this first1 page · amendment
High

Solicitation 86615624R00007 - HECM Loan Comparison and Underwriting Tool (HLCUT)

PDF, High priority: read this firstrfp
High

Solicitation 86615624R00007 - HECM Loan Comparison and Underwriting Tool (HLCUT)

DOCX, High priority: read this first55 pages · rfp
High

Solicitation 86615624R00007 - HUD Commercial Items

PDF, High priority: read this first4 pages · rfp
High

Attachment 6 - Past Performance Information Chart (Solicitation 86615624R00007)

DOCX, Low priority1 page · past-performance
Low

Solicitation 86615624Q00008 - Past Performance Survey

DOCX, Low priority4 pages · past-performance
Low

AI Contract Breakdown

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Timeline

3 updates
PhaseClosed
Posted

Combined Synopsis

Notice updated

Notice details unchanged. Attachments may have changed.

Notice updated

Notice details unchanged. Attachments may have changed.

Notice updated

Notice details unchanged. Attachments may have changed.

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyDepartment Of Housing And Urban Development → Cpo : Fha Housing Support Division
Contacts2 people available
OfficeWASHINGTON, DC, 20410, USA
Office AddressWASHINGTON, DC, 20410, USA
Contacts
Brandon Carson
Kimberly M. Campbell

Full Description

Show more
The Department of Housing and Urban Development (HUD), Office of Housing Counseling (OHC) is seeking Contractor support to develop and maintain a HECM Loan Comparison and Underwriting Tool (HLCUT) for Home Equity Conversion Mortgage (HECM) roster counselors with secure online access. The HLCUT shall provide calculations on all types of HECM loan products including cost of origination, servicing, mortgage insurance premium, amortization schedules, total annual loan cost and track responses to required client questions during counseling sessions.

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