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Post Closing Portfolio Management (PCPM) and Surplus Cash Analysis (SCA)

Awarded

DU100R-12-R-0001Federal

Contract Overview

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

AI Contract Overview

The U.S. Department of Housing and Urban Development Office of Affordable Housing Preservation is soliciting Post Closing Portfolio Management and Surplus Cash Analysis support under solicitation DU100R-12-R-0001. This 8(a) competitive set-aside contract, categorized under NAICS code 523920, requires the contractor to provide expert accounting and analysis services for HUD-held debt across the Mark to Market Program, the Portfolio Re-Engineering Demonstration Program, and the Partial Payment of Claim Program. The primary objective is to review Annual Financial Statements for approximately 1,500 restructured properties to verify surplus cash calculations and ensure HUD receives correct payments. Additional responsibilities include providing policy development advice, stakeholder training, and database maintenance. The contract is a hybrid structure consisting of fixed-price line items and level-of-effort labor hours. The period of performance includes a 12-month base period starting in July 2012, with four subsequent one-year option periods extending through July 2017. Required personnel include a Program Manager, Senior and Junior Analysts, Asset Managers, and a Software Systems Engineer. Proposals were due by June 28, 2012, and the contract requires strict adherence to nondisclosure agreements regarding Controlled Unclassified Information.

General Info

Agency

Department Of Housing And Urban Development → Department Hud-Chief Procurement Officer

Contract Value

$11,219,174

NAICS

523920 - Portfolio Management

Place of Performance

451 7th Street, WASHINGTON, DC, 20410, USA

Set-Aside

Awardee

MACARTHUR & BAKER INTERNATIONAL INC

Award Issued Date

08/01/2013, 12:00:00 AM UTC

Documents

Attachment A: PCPM Support Performance Work Statement (Amendment 1)

44 pages · sow

High

Attachment A: Post Closing Portfolio Management (PCPM) Support PWS

39 pages · sow

High

Attachment C: Detailed Description of Labor Categories

2 pages · specifications

High

DU100R-12-R-0001 Amendment 1 - Post Closing Portfolio Management (PCPM) Support

69 pages · amendment

High

DU100R-12-R-0001 Amendment 2 - Post Closing Portfolio Management Support

1 page · amendment

High

HUD Attachment B Pricing Sheet - Amendment 2

specifications

High

HUD Attachment B - Pricing Sheet for Post Closing Portfolio Management

specifications

High

HUD Attachment B - Pricing Sheet for Post Closing Portfolio Management

specifications

High

Solicitation No. DUR100R-12-0001 - Post Closing Portfolio Management Support Services

72 pages · rfp

High

D100R-12-R-0001 Post Closing Portfolio Management Support Q&A

21 pages · q-and-a

Low

DU100R-12-R-0001 Attachment E - Nondisclosure Agreement

2 pages · other

Low

RFP-OPCDU100R-12-R-0001 Past Performance Evaluation Survey

3 pages · past-performance

Low

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

3 updates

PhaseAwarded

PostedApr 25

Presolicitation

Notice updatedMay 29

The notice description changed.

Notice updatedJun 18

Notice details unchanged. Attachments may have changed.

Notice updatedJun 18

Notice details unchanged. Attachments may have changed.

Type ChangedJun 21

Presolicitation → Solicitation

AwardedAug 1

Contract was awarded

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Organization & Contact Information

AgencyDepartment Of Housing And Urban Development → Department Hud-Chief Procurement Officer

Contacts1 person available

OfficeWASHINGTON, DC, 20410, USA

Organization / AgencyDepartment Of Housing And Urban Development → Department Hud-Chief Procurement Officer

Office AddressWASHINGTON, DC, 20410, USA

Contacts

Brenda K LeeContracting Officer

contact@example.gov

+1 (555) 000-0000

Full Description

This is an 8(a) competitive set-aside in accordance with FAR Subparts 19.8. The U.S. Department of Housing and Urban Development (HUD), Office of Affordable Housing Preservation (OAHP) has a need to solicit Post Closing Portfolio Management (PCPM) and Surplus Cash Analysis (SCA) for the support of HUD-held debt generated by several HUD programs. Also, HUD requires support for HUD's Project Managers (PMs) nationwide in analyzing certain unique loans that have been and will be created and held by HUD under the M2M Program, an earlier pilot program known as the Portfolio Re-Engineering Demonstration Program (Demo Program) and the Partial Payment of Claim (PPC) Program. The primary task is a review and analysis of each property's Annual Financial Statement (AFS) to verify the surplus cash calculation and to confirm that HUD received the correct payment. The M2M Program was established in the Multifamily Assisted Housing Reform and Affordability Act (MAHRA) which was created to restructure the FHA-insured or HUD-held mortgage loans on a large number of privately owned properties with above-market rents and expiring project-based Section 8 Housing Assistance Payment (HAP) Contracts. The PPC Program is conducted pursuant to authority found at the Code of Federal Regulations (CFR), Title 24, and Section 207.258(b). The Contractor shall review the AFS and prepare a SCA for approximately one thousand five hundred (1,500) restructured properties. HUD will provide the actual list of properties for which SCAs will be prepared and may add or remove properties from that list. The NAICS code is 523920 "Portfolio Management. The size standard is 7M. The Government intends to issue a Request for Proposal (RFP) on or around May15, 2012. The Solicitation No. is DU100R-12-R-0001. This is a combination of fixed price line items and a level of effort/labor hour line item (hybrid contract). The period of performance is from the effective date of award through 12 months plus four one year option periods. Questions will not be addressed until the solicitation is posted.