Industry Data and Credit Analytics (IDCA)

Amendment / Modification

• Extends the proposal validity date by 90 days, from January 01, 2026, to April 01, 2026.

• The Period of Performance remains unchanged: 05/06/2026 to 05/05/2027.

• Item 9B (Date of Solicitation) is updated to reflect the extended proposal validity.

• The deadline for proposal submission is not explicitly changed by this amendment, but the validity period for submitted offers is extended.

Amendment / Modification

• This amendment (0002) to solicitation 86615625Q00007 extends the closing date for the solicitation.

• It also attaches responses to the 2nd Q&A.

• The closing date for the solicitation has been changed.

• Responses to the 2nd Q&A are now attached.

• The Solicitation closing date is now Tuesday, October 1, 2025, at 12:00 PM ET.

• The Period of Performance remains 05/06/2026 to 05/05/2027.

Questions & Answers / Clarifications

This document provides responses to vendor questions regarding Solicitation 86615625Q00007, Amendment 0002, concerning Industry Data and Credit Analysis services.

• Solicitation Document Availability: The overarching Solicitation (Solicitation 86615625Q00007) will be issued via an Amendment and will consist of seven documents.

• Labor Category Attachments (Attachment 2 & 3): These attachments are for comparing prices based on labor hours and cost. While the primary service is a COTS subscription, bidders must still complete these attachments for compliance. Pricing for COTS subscriptions should be presented in an Excel document with specified columns (Line Item, Description, Type, Qty, Unit of Issue, Per Month, Qty x Monthly Price).

• Past Performance (Attachment 4): An updated Attachment 4 was uploaded as part of Amendment A00001. Both Attachment 4 and Attachment 5 are required for the Past Performance evaluation factor.

• Data Feed Format: HUD can accept data feeds in various formats, including API, FTP, or XLS files. Most information is expected in individual reports.

• Early Warning Indicators: Key indicators of interest for assessing credit deterioration include probability of default and loss given default.

• Incumbent Contract: The current contract for these services ends in 2026.

• Rating Agency Reports: Reports must be from a rating agency itself and cannot be from credit experts discussing ratings.

• CUI Clause: The inclusion of HUDAR 2452.237-82 (CUI) is a requirement for the Solicitation, and attachments must be filled in to be compliant.

• An Amendment will be issued to attach the full Solicitation documents.

• The due date has been extended to October 1, 2025, and will be reflected in SAM.gov when Amendment 0002 is issued.

• Bidders must complete specific attachments (2, 3, 4, 5, 6) for compliance, even if their offering (e.g., COTS subscription) does not perfectly align with the format of some attachments. Alternative pricing formats are provided for COTS subscriptions.

Amendment / Modification

This amendment modifies Solicitation 86615625Q00007.

• It attaches the Questions & Answers (Q&A) document and the solicitation itself to SAM.gov.

• The deadline for Q&A submissions has been extended to Tuesday, September 23, 2025, at 12:00 PM EST.

• The proposal due date has been extended to Wednesday, October 1, 2025, at 12:00 PM EST.

• The Period of Performance remains unchanged: May 6, 2026, to May 5, 2027.

• The Q&A deadline and the proposal due date are modified.

• Attachment 4 (Past Performance Survey) has been updated and uploaded as part of Amendment A00001. Both Attachments 4 and 5 are required for the Past Performance evaluation factor.

• Attachment 6 (NDA) is required as this is a solicitation for a new contract.

• Proposal submission deadline extended to October 1, 2025.

• Bidders must acknowledge receipt of this amendment.

• Updated Past Performance documents (Attachments 4 and 5) are required for submission.

Solicitation / RFP / RFQ

This solicitation is for "Industry Data & Credit Analysis Services" for the Department of Housing and Urban Development (HUD), Office of Hospital Facilities (OHF). The contractor will provide OHF with annual access to a web-based portal offering current and historical ratings and financial analyses of American acute-care hospital facilities, along with general healthcare sector analysis, commentary, and benchmarking.

• Annual access to a web-based portal for credit rating agency data and financial analysis.

• Access is for 30 HUD users.

• Contract Type: Firm Fixed Price (FFP) anticipated.

• Period of Performance: Base year (1 year) with four 1-year option periods.

  • Base Year: 05/06/2026 to 05/05/2027
  • Option Year 1: 05/06/2027 to 05/05/2028
  • Option Year 2: 05/06/2028 to 05/05/2029
  • Option Year 3: 05/06/2029 to 05/05/2030
  • Option Year 4: 05/06/2030 to 05/05/2031

• Estimated Value: Not explicitly stated, but pricing is "TBD" for all years.

• Acquisition Approach: Full and open competitive action under FAR Parts 12/15.

• Evaluation Factors: Technical Approach, Management Plan, Past Performance, Socioeconomic Participation, and Price. Technical Approach, Management Plan, and Past Performance are significantly more important than cost or price.

• Proposal Due Date: October 1, 2025, by 12:00 PM EST.

• NAICS Code: 519290 - Web Search Portals and All Other Information Services.

• Small Business Size Standard: 1,000 employees.

• Various small business representations and certifications are required.

• The solicitation incorporates numerous FAR clauses by reference, including those related to cybersecurity, privacy, labor standards, and representations and certifications.

• A potential organizational conflict of interest has been identified.

Form / Attachment / Pricing Sheet

This document is a Past Performance Survey form intended to be completed by a designated reference. It is used by the Department of Housing and Urban Development (HUD) to gather information on a contractor or key personnel's past performance as part of the evaluation process for a specific acquisition.

• Contractor/Key Personnel Identification: Fields for the Offeror to provide the Contractor or Key Personnel Name, Contract or Order Number, Project Title, and Total Period of Performance.
• Reference Information: Fields for the reference to provide their Name, Title, Agency/Customer, Phone, and E-mail.
• Performance Criteria: Five criteria are to be rated: Quality of Service, Schedule, Cost Control, Business Relations, and Management of Key Personnel. For each criterion, a reference must select one adjectival rating (Exceptional, Very Good, Satisfactory, Marginal, or Unsatisfactory).
• Substantiating Comments: Additional comments are required for any rating other than Satisfactory, and for Cost Control if marked as Not Applicable.

Bidders should be aware that this survey will be sent to references they designate. The ratings and comments provided by these references will significantly influence the evaluation of the bidder's proposal under the past performance factor. Bidders should ensure they select appropriate references and provide them with accurate project details to facilitate a positive and accurate survey completion.

Form / Attachment / Pricing Sheet

This document provides a sample price breakdown worksheet with rates, intended to guide bidders on how to structure their cost proposals. It details labor categories, hourly rates, volume/hours, and total costs per month and per year for various tasks and option periods.

• Labor Categories: Includes "Prime" and "Subcontractor" categories, with examples like "Partner," "Senior Manager," "Manager," "Senior Associate," "Associate," and "Financial Analyst."
• Rate Structure: Provides hourly rates for different labor categories, which increase slightly across option periods.
• Task Breakdown: Costs are broken down by specific tasks, such as "Management and Administration," "TSP Acceptance: New & Revised," "Factory Inspections Audits," "Use of Material Evaluations," "Monitoring State Modular Housing," "Calendar of Renewals," and "Proposed Document Revision."
• Option Periods: Details pricing for four option periods (Option 1 through Option 4), showing year-over-year rate adjustments and total costs.
• Travel Costs: Includes a Not-to-Exceed (NTE) amount for travel.
• Total Costs: Summarizes total labor and travel costs for each option period, culminating in a total price for each option.

Bidders must use this template to provide a detailed breakdown of their proposed costs. The rates provided must be fully loaded, inclusive of all direct and indirect costs (escalation, fringe, overhead, training, G&A, fee/profit). The document emphasizes the need to round totals to whole numbers and provides a clear methodology for cost estimation that will be used to understand the contractor's approach. This attachment is crucial for developing a compliant and competitive proposal.

Form / Attachment / Pricing Sheet

This document is a "Nondisclosure Agreement" (also referred to as "Offeror Agreement") between the Department of Housing and Urban Development (HUD) and potential offerors. It outlines the terms under which offerors will be granted conditional access to Controlled Unclassified Information (CUI) for the purpose of preparing a proposal for Solicitation Number 86615625Q00007.

• Purpose of CUI Use: Offerors agree not to use the CUI for any purpose other than preparing a proposal for the specified solicitation.
• Scope of Agreement: The agreement extends to all parties gaining access to CUI through the Offeror.
• Individual Agreements: No person shall access CUI before executing an individual Nondisclosure Agreement. Offerors must provide executed agreements for each employee, agent, or representative to the HUD contracting officer.
• Consequences of Violation: Unauthorized use, release, or disclosure of CUI may result in disqualification from award consideration and subject the Offeror to administrative, civil, or criminal remedies.
• Certification: An officer or authorized representative must certify their authority to bind the company.
• Required Information: Fields for Offeror Name, company name, State of incorporation, signature, date, print name, title, and telephone number are included.

Potential bidders must understand and agree to the terms of this Nondisclosure Agreement to gain access to CUI necessary for preparing their proposal. Failure to comply with the terms can lead to disqualification. Bidders must ensure all individuals accessing CUI execute their own nondisclosure agreements and that these are submitted to HUD.

Form / Attachment / Pricing Sheet

This document is Attachment 5, a "Past Performance Information" form. Bidders are required to complete this form to provide details on relevant services performed by the prime contractor or its partners/subcontractors within the three years prior to the proposal submission deadline.

• Prime Contractor or Partner/Subcontractor Name: To be filled in by the bidder.
• Client Name: Name of the client for whom services were performed.
• Point of Contact Name, Address, Telephone: Contact information for the client.
• Type of Services Provided: Description of the services rendered.
• Contract Number and Value of Contract: Identification and financial value of the contract.
• Date Services Provided: The period during which services were delivered.
• Principal Partners/Key Personnel: Identification of key individuals involved.

Bidders must fill out this form detailing past performance. If performance was as a subcontractor, the prime contractor's name should be listed.

This attachment is crucial for bidders to demonstrate their relevant experience and capability to perform the work required by the solicitation. It directly impacts the evaluation of the bidder's past performance, which is a key factor in determining award. The example provided shows a completed entry for technical assistance to public housing agencies for the HUD Office of Public and Indian Housing.

Statement of Work (SOW)

To procure a commercially available subscription-based web portal providing current and historical credit ratings, credit commentary, benchmarking, and credit analytics for American acute-care hospital organizations. This service aims to support the Department of Housing and Urban Development (HUD), Office of Healthcare Programs (OHP) in maintaining successful loan underwriting, loan monitoring, and claim avoidance for insured mortgages.

• Provide a subscription service offering online reports and materials on the American healthcare sector.

• Deliverables include rating agency reports, sector commentary, financial and operational benchmarks, and industry outlooks.

• The service must allow up to 30 HUD users to access and download reports for analytical purposes.

• Data provided must be consistent with current and historical OHP hospital portfolio information.

• Electronic information must be screen-readable and compliant with Section 508 of the Rehabilitation Act.

• Help Desk support is required Monday-Friday, 8 AM to 5 PM EST, with inquiries answered within 24 hours of the next business day.

• The period of performance includes one 12-month base period with four potential 12-month option periods.

• Performance will occur at the contractor's facility.

• Services are non-personal; the government will not supervise contractor employees or control work methods.

• The contractor must manage timeliness, completeness, and quality, and ensure customer satisfaction.

• A single point of contact is required for government communication.

• Contractor personnel must be qualified with appropriate education, training, and experience.

• The subscription includes annual access to a web-based portal for 30 users, providing current and historical ratings and financial analyses of American acute-care hospital organizations, as well as general healthcare sector analysis, commentary, and benchmarking. This includes access to live analysts and quarterly update webinars.

Form / Attachment / Pricing Sheet

This document provides a detailed breakdown of labor costs and pricing for various tasks and option periods associated with the opportunity. It serves as a template for bidders to understand the expected cost structure and to submit their own pricing.

• Labor Categories: Includes example labor categories such as 'Partner', 'Senior Manager', 'Manager', 'Senior Associate', 'Associate', and 'Financial Analyst'.
• Pricing Breakdown: Details hourly rates, volume/hours, total per month, months, and total per year for each labor category within specific tasks.
• Task-Based Costs: Costs are itemized by tasks such as 'Management and Administration', 'TSP Acceptance: New & Revised', 'Factory Inspections Audits', 'Use of Material Evaluations', 'Monitoring State Modular Housing', 'Calendar of Renewals', and 'Proposed Document Revision'.
• Option Periods: Provides pricing for four option periods (Option 1 through Option 4), showing escalating hourly rates and total costs per period.
• Travel Costs: Includes a Not-to-Exceed (NTE) amount for travel.
• Total Costs: Summarizes the total labor and travel costs for each option period and a grand total.

Bidders must use this document to understand the anticipated labor mix, rates, and overall cost structure. It requires bidders to provide their own breakdown of costs by task, labor category, hours, and rates, ensuring that all rates are fully loaded and inclusive of all indirect costs and profit. The provided examples and totals serve as a guide for proposal preparation and cost estimation.