Office of Healthcare Programs (OHP) requires contractor support to provide hospital assessment services.

Solicitation / RFP / RFQ

This is a combined synopsis/solicitation for commercial services, issued as a Request for Proposal (RFP), for Hospital Assessment Consulting Services (HACS). The U.S. Department of Housing and Urban Development (HUD), Office of Healthcare Programs (OHP), intends to award multiple indefinite-delivery indefinite-quantity (IDIQ) contracts to provide these services. The goal is to support OHP's asset management activities by assessing hospital operations, finance, strategic planning, leadership, and governance, to help assess troubled hospitals and mitigate potential claims. Up to four contracts are expected to be awarded.

Services will include assessments of hospital operations, finance, strategic planning, leadership, and governance. Specific requirements are detailed in the Performance Work Statement (PWS) Attachment 1.

• Contract Type: Multiple Award IDIQ contract.

• Period of Performance: 5 years, from 06/24/26 to 06/23/31. Orders can be placed up to the last day of the ordering period and can run for 12 months.

• Contract Ceiling: $9,726,895.00 (shared among all IDIQ contract holders).

• Minimum Guaranteed Amount: $1,000.00 per IDIQ contract holder.

• Task Orders: May be issued as Firm Fixed Price (FFP), Labor Hour, Time and Materials (T&M) for Other Direct Costs (ODCs), and Travel costs.

• Submission Deadline: Proposals are due by March 19, 2026, 12:00 PM EST.

• Evaluation: Proposals will be evaluated based on the following factors, with Technical Approach, Management Plan, and Past Performance being significantly more important than price: Technical Approach, Management Plan, Past Performance, Socioeconomic Participation, and Price.

• Key Deadlines: Questions are due by February 26, 2026, 12:00 PM EST.

• NAICS Code: 541611 - Administrative Management and General Management Consulting Services.

• Small Business Size Standard: $24.5 million.

• Set-Aside: This requirement is unrestricted.

• The solicitation document and incorporated provisions and clauses are effective through Federal Acquisition Circular (FAC) 2025-04.

• Offerors must submit proposals in two parts: Part I (Technical Proposal) and Part II (Price Proposal).

• Specific instructions for proposal submission, including required content and format, are detailed in Section L.

Amendment / Modification

This amendment (0003) to solicitation 86615625R00005 makes the following updates:

• Updates Attach 3 (Price Schedule), Attach 4 (Past Performance), and adds Attach 6 (Subcontracting Plan).
• Uploads the Questions & Answers (Q&A).
• Modifies the Synopsis/Solicitation in the following areas:
  • Section I, paragraph 3
  • Section II, 1.6
  • The table under HUDAR 2452.237-70 Key Personnel (FEB 2006).

• Attach 3 (Price Schedule)
• Attach 4 (Past Performance)
• Attach 6 (Subcontracting Plan)
• Synopsis/Solicitation (Sections I and II, and HUDAR 2452.237-70 Key Personnel table)

This amendment extends the period of performance to 06/24/2026 to 06/23/2031. It also includes Q&A and updates to various sections of the solicitation, which may impact proposal preparation and submission. Bidders should review the updated attachments and solicitation sections carefully.

Form / Attachment / Pricing Sheet

This document is a template for an Individual Subcontracting Plan, designed for offerors responding to Solicitation 86615625R00005. It provides a standardized format for submitting proposed subcontracting plans, consistent with Federal Acquisition Regulation (FAR) 52.219-9. While other formats may be acceptable, failure to include essential information may cause delays or rejection of a bid.

• Contractor Information: Fields for contractor name, address, and Unique Entity Identifier.
• Contract Value & Description: Placeholder for the approximate value and a description of the services (Hospital Assessment Consulting Services for HUD's Office of Healthcare Programs).
• Subcontracting Plan Type: Options for Individual Plan, Master Plan, or Commercial Plan.
• Goals (Section 1): Requires offerors to state percentage goals for subcontracting to various small business categories (SB, HUBZone SB, SDB, WOSB, VOSB, SDVOSB) and Other Than Small Businesses (OTSB) for the basic contract and each option period. Zero dollars is not an acceptable goal for small business categories.
• Statement of Dollars (Section 2): Requires the corresponding dollar values for the percentage goals, broken down by contract year and option period.
• Description of Supplies/Services (Section 3): A table to indicate the types of supplies and services to be subcontracted and the types of businesses to be used.
• Method Used to Develop Goals (Section 4): Explanation required for how percentage goals were determined.
• Method to Identify Sources (Section 5): Checkboxes for methods used to identify potential subcontractors, including SAM.gov, company lists, and various government/SBA resources.
• Indirect Costs (Section 6): Option to include or exclude indirect costs in goal calculations and a description of how proportionate shares are determined.
• Administration of Program (Section 7): Details for the individual responsible for administering the subcontracting plan.
• Equitable Opportunity to Compete (Section 8): Description of efforts to ensure equitable opportunities for small businesses.
• Inclusion of FAR Clause 52.219-8 (Section 9): Assurance of including the FAR clause in subcontracts.
• Cooperation and Reporting (Section 10): Agreement to cooperate in studies and submit reports via the Electronic Subcontracting Reporting System (eSRS).
• Record Maintenance (Section 11): Agreement to maintain records demonstrating compliance.
• Assurances (Sections 12-15): Assurances regarding good faith effort, written explanations for non-compliance, non-prohibition of subcontractor discussions, and timely payment to small business subcontractors.

Offerors must complete and submit this plan as part of their proposal if they intend to subcontract. The plan details the offeror's strategy for utilizing small businesses, which is a critical component of the overall contract performance and compliance. Bidders need to carefully consider their subcontracting capabilities and goals before completing this form.

Form / Attachment / Pricing Sheet

This document is an Excel spreadsheet containing pricing schedules and labor category breakdowns for the opportunity. It provides the structure for bidders to input their pricing for various CLINs across the base periods and a potential extension.

• CLINs-Rates Sheet: Outlines CLINs for Hospital Assessment Consulting Services (HACS), Other Direct Costs (ODC), and Travel Reimbursement. Bidders are instructed to fill out CLIN0001 and not alter CLINs 0002 and 0003. It covers Base Periods 1-5 at the contract level.
• Labor Category Breakdown Sheet: Details labor categories (Senior Consultant II, Consulting Manager III, Consulting Director III) under CLIN 0001 for Base Periods 1-5. It also includes ODC and Travel Reimbursement (CLINs 0002 and 0003) with Not-to-Exceed (NTE) amounts. Bidders need to fill in columns B, F, and G for each period. Additional labor categories can be added at the offeror's discretion.
• 6-Month Extension Sheet: Provides a similar breakdown for a 6-month extension period, including labor categories, ODC, and travel, with NTE amounts. Bidders are instructed to fill in columns B, F, and G for this period.

This attachment is critical for bidders to understand the cost structure and to prepare their pricing proposals. It specifies the CLINs, the types of costs (direct labor, ODC, travel), and the periods for which pricing is required. Bidders must adhere to the provided structure and instructions for filling out the relevant sections, particularly for CLIN 0001 and the NTE amounts for CLINs 0002 and 0003.

Questions & Answers / Clarifications

This document provides responses to questions submitted by potential bidders regarding the Hospital Assessment Consulting Services (HACS) solicitation (86615625R00005).

• Set-Aside Status: Amendment 00001 corrected the language; the synopsis/solicitation has no set-aside, despite initial indications.
• Incumbency: The services are being performed by incumbents under contract numbers 86615621D00001, 86615621D00002, and 86615621D00003.
• Past Performance Survey: Attachment 4 (Past Performance Survey) will be updated to align with the PWS. Bidders should monitor SAM.gov for the updated version.
• Proposal Submission: Specific instructions regarding proposal volumes and page limits are detailed in Section L-B of the Synopsis Solicitation (86615625R00005) A0003.
• Evaluation Factors: The evaluation methodology and weighting are outlined in Section M of the Synopsis Solicitation (86615625R00005) A0003.
• Task Order Scope: The IDIQ covers services for both Section 242 acute care hospitals and Section 232 residential care facilities. Task Orders will be defined at the Task Order level.
• Contract Type & Period: The contract is a 5-year base period IDIQ with no option periods, divided into five 12-month increments.
• Task Order Competition: Task Orders will be competed among awardees, with specific procedures detailed in HUDAR 2452.216-78.
• Pricing: Proposals should be submitted with pricing at the IDIQ level, utilizing Attachment 3. Specific guidance on labor categories and CLINs is provided.
• Government Furnished Equipment: The government does not intend to provide Government Furnished Equipment, such as laptops.
• Data Security: Contractors will not access protected health information (PHI) or personally identifiable information (PII).

These clarifications address bidder inquiries regarding set-aside status, incumbent contracts, proposal preparation, evaluation criteria, contract scope, pricing, and data security. Bidders should review the referenced sections of the solicitation and its amendments for detailed requirements. The proposal due date is not being extended at this time, but bidders should monitor SAM.gov for any potential amendments.

Form / Attachment / Pricing Sheet

This document is Attachment 4, a Past Performance Survey, to be completed by a reference provided by the offeror. It is used by the Department of Housing and Urban Development (HUD), Office of Healthcare Programs (OHP) to gather information for evaluating an offeror's proposal for hospital assessment services.

• Offeror Information: Contractor or Key Personnel Name, Contract or Order Number, Project Title, Total Period of Performance.
• Reference Information: Name, Title, Agency or Customer, Phone, E-mail.
• Evaluation Criteria: The survey requires references to rate the contractor/key personnel on five criteria: Quality of Service, Schedule, Cost Control, Business Relations, and Management of Key Personnel. For each criterion, a choice of adjectival ratings (Exceptional, Very Good, Satisfactory, Marginal, Unsatisfactory) must be made.
• Substantiation: Additional comments are required to substantiate ratings of Exceptional, Very Good, Marginal, or Unsatisfactory. Cost Control can be marked as Not Applicable with an explanation.

Bidders must identify appropriate references and ensure they understand the survey's purpose and requirements. The quality and completeness of the feedback provided through this survey will directly impact the evaluation of the bidder's past performance, a key factor in proposal assessment. Bidders should provide this form to their references well in advance of the proposal due date.

Solicitation / RFP / RFQ

This is a combined synopsis/solicitation for commercial services, issued as a Request for Proposal (RFP). The U.S. Department of Housing and Urban Development (HUD), Office of Healthcare Programs (OHP), intends to award multiple award, indefinite-delivery indefinite-quantity (IDIQ) contracts to provide Hospital Assessment Consulting Services (HACS). These services will support OHP's asset management activities, including assessments of hospital operations, finance, strategic planning, leadership, and governance, to help assess troubled hospitals and mitigate potential claims. The government intends to award up to four (4) contracts.

Services include assessments of hospital operations, finance, strategic planning, leadership, and governance. Specific requirements will be detailed in the Performance Work Statement (PWS) Attachment 1.

• Contract Type: Multiple Award IDIQ contract.

• Period of Performance: 5 years, from 06/24/26 to 06/23/31. Orders can be placed up to the last day of the ordering period and can run for 12 months.

• Contract Ceiling: $9,726,895.00 shared among all IDIQ contract holders.

• Minimum Guaranteed Amount: $1,000.00 per IDIQ contract holder.

• Task Order Types: Individual Task Orders (TO) may be issued as Firm Fixed Price (FFP) with elements of Labor Hour, Time and Materials (T&M) for Other Direct Costs (ODCs) and Travel costs.

• Instructions to Offerors: Provision at 52.212-1 applies.

• Evaluation: Provision at 52.212-2 applies. Evaluation factors are Technical Approach, Management Plan, Past Performance, Socioeconomic Participation, and Price. Technical approach, management plan, and past performance are significantly more important than price.

• Submission Deadline: Proposals are due by Thursday, March 19, 2026, 12:00 PM EST.

• NAICS Code: 541611 – Administrative Management and General Management Consulting Services.

• Small Business Size Standard: $24.5 million.

• Set-Aside: This requirement is unrestricted.

• The solicitation document and incorporated provisions and clauses are effective through Federal Acquisition Circular (FAC) 2025-04.

• Attachments include: Performance Work Statement, Quality Assurance Surveillance Plan, Pricing Schedule, and Past Performance Survey/Information.

Amendment / Modification

This amendment (0002) modifies the solicitation/contract for Hospital Assessment Consulting Services (HACS) with the following changes:

• PSC Code Update: The Product Service Code (PSC) has been updated from R710 to R410.
• Subcontracting Language: Subcontracting language has been incorporated under Part II, Section I, specifically referencing clauses 2452.219-70, 2452.219-73, and 2452.219-74.
• Socioeconomic Factor: A socioeconomic factor has been incorporated into Part VI, Section L, and Part VII, Section M.
• Period of Performance: The Period of Performance has been updated to 06/24/2026 to 06/23/2031.

• Part II, Section I (Subcontracting Language)
• Part VI, Section L (Socioeconomic Factor)
• Part VII, Section M (Socioeconomic Factor)
• PSC Code
• Period of Performance

This amendment may impact proposal preparation due to the incorporation of new subcontracting language and socioeconomic factors. Bidders should review these changes carefully. The effective date of this amendment is 02/24/2026.

Solicitation / RFP / RFQ

This is a combined synopsis/solicitation for commercial services, issued as a Request for Proposal (RFP), for Hospital Assessment Consulting Services (HACS). The U.S. Department of Housing and Urban Development (HUD), Office of Healthcare Programs (OHP), intends to award multiple indefinite-delivery indefinite-quantity (IDIQ) contracts to provide these services. The goal is to assess hospital operations, finance, strategic planning, leadership, and governance to help OHP manage troubled hospitals in its portfolio and mitigate potential claims.

The PWS Attachment 1 describes the specific requirements for the services to be acquired. Services will include assessments of hospital operations, finance, strategic planning, leadership, and governance.

• Contract Type: Multiple-award IDIQ contract.

• Period of Performance: 5 years, from 06/24/26 to 06/23/31. Orders can be placed up to the last day of the ordering period and can run for 12 months.

• Contract Ceiling: The shared ceiling for all IDIQ contract holders is $9,726,895.00.

• Minimum Guaranteed Amount: Each IDIQ contract holder is guaranteed a minimum of $1,000.00, to be satisfied through a Task Order award in Ordering Period 5.

• Task Order Types: Task Orders may be issued as Firm Fixed Price (FFP) with elements of Labor Hour, Time and Materials (T&M) for Other Direct Costs (ODCs) and Travel costs.

• Submission Instructions: Detailed proposal submission instructions are provided in Part VI, Section L.

• Evaluation Factors: Offers will be evaluated based on Technical Approach, Management Plan, Past Performance, and Price. Technical Approach, Management Plan, and Past Performance combined are significantly more important than Price. The evaluation will use a best-value trade-off process.

• Key Deadlines:

  • Questions Due: February 26, 2026, 12:00 PM EST
  • Proposals Due: March 19, 2026, 12:00 PM EST

• NAICS Code: 541611 – Administrative Management and General Management Consulting Services.

• Small Business Size Standard: $24.5 million.

• Set-Aside: This requirement is unrestricted.

• The solicitation incorporates provisions and clauses in effect through Federal Acquisition Circular (FAC) 2025-04.

• Offerors must complete and submit representations and certifications as required.

• Key personnel are specified, and diversion requires Contracting Officer consent.

• Cybersecurity and privacy requirements are detailed, including PIV card issuance and background investigations.

• Attachments include Performance Work Statement, Quality Assurance Surveillance Plan, Pricing Schedule, and Past Performance Survey/Information.

Amendment / Modification

• This amendment corrects the synopsis/solicitation to state "unrestricted."

• The Period of Performance has been updated to 06/24/2026 to 06/23/2031.

• The synopsis/solicitation.

• Period of Performance.

• The effective date of the amendment is 02/19/2026.

• The original solicitation number is 86615625R00005, dated 02/18/2026.

Solicitation / RFP / RFQ

This is a combined synopsis/solicitation for commercial services, issued as a Request for Proposal (RFP), for Hospital Assessment Consulting Services (HACS) for the U.S. Department of Housing and Urban Development (HUD), Office of Healthcare Programs (OHP). The services will support asset management activities, including assessments of hospital operations, finance, strategic planning, leadership, and governance, to help assess troubled hospitals and mitigate potential claims. The government intends to award up to four (4) Multiple Award Indefinite Delivery Indefinite Quantity (IDIQ) contracts.

• The core requirement is detailed in the Performance Work Statement (PWS) Attachment 1.

• Services include assessments of hospital operations, finance, strategic planning, leadership, and governance.

• Contract Type: IDIQ multiple award contract. Task Orders (TOs) may be issued as Firm Fixed Price (FFP) with elements of Labor Hour, Time and Materials (T&M) for Other Direct Costs (ODCs) and Travel costs.

• Contract Ceiling (shared): $9,726,895.00

• Minimum Guaranteed Amount per IDIQ contract holder: $1,000.00

• Period of Performance (PoP): 5-year multi-year period from 06/24/26 to 06/23/31. Orders can be placed up to the last day of the ordering period and can run for 12 months.

• Submission Instructions: Detailed in Part VI, Section L.

• Proposal Due Date: Thursday, March 19, 2026, by 12:00 PM EST.

• Questions Due Date: Thursday, February 26, 2026, by 12:00 PM EST.

• Evaluation Criteria: Best Value Trade-Off. Factors are listed in descending order of importance: Technical Approach, Management Plan, Past Performance, and Price. Technical Approach, Management Plan, and Past Performance combined are significantly more important than Price.

• This requirement is a competitive small business set-aside.

• NAICS Code: 541611 – Administrative Management and General Management Consulting Services.

• Small Business Size Standard: $24.5 million.

• The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular (FAC) 2025-04, effective June 11, 2025.

• Attachment 1: Performance Work Statement

• Attachment 2: Quality Assurance Surveillance Plan

• Attachment 3: Pricing Schedule

• Attachment 4: Past Performance Survey

• Attachment 5: Past Performance Information

Form / Attachment / Pricing Sheet

This document is a Past Performance Survey form provided as an attachment to a solicitation. It is designed to collect feedback from references regarding a contractor or key personnel's past performance on a specific project. This information will be used by the Department of Housing and Urban Development (HUD) to evaluate an offeror's proposal.

• Contractor/Key Personnel Identification: Fields for the Offeror to provide the name of the contractor or key personnel, contract/order number, project title, and period of performance.
• Reference Information: Fields for the reference to provide their name, title, agency/customer, phone number, and email.
• Performance Criteria: The survey requires ratings for five criteria: Quality of Service, Schedule, Cost Control, Business Relations, and Management of Key Personnel. Each criterion includes definitions for adjectival ratings (Exceptional, Very Good, Satisfactory, Marginal, Unsatisfactory).
• Comments: Space is provided for additional comments to substantiate ratings, especially for Exceptional, Very Good, Marginal, or Unsatisfactory ratings. A specific note is included for explaining 'Not Applicable' for Cost Control.

Bidders should understand that this form will be sent to their provided references. The quality and completeness of the feedback collected through this survey will directly impact the evaluation of their proposal's past performance. Offerors need to accurately identify projects and provide appropriate references who can speak to their performance in the areas outlined in the survey.

Form / Attachment / Pricing Sheet

This document is a price schedule and labor category breakdown for the Hospital Assessment Consulting Services (HACS) opportunity. It details the CLINs, associated costs, and labor categories required for the contract.

• CLINs-Rates Sheet: Outlines Contract Line Item Numbers (CLINs) for HACS, Other Direct Costs (ODC), and Travel. It specifies that ODC and Travel are Not-to-Exceed (NTE) amounts necessary for PWS Section 5.3 performance.
• Labor Category Breakdown Sheet: Details labor categories (Senior Consultant II, Consulting Manager III, Consulting Director III) with estimated hours and rates for a base period. It also includes NTE amounts for ODC and Travel.
• 6-Month Extension Sheet: Provides a similar breakdown for a potential 6-month extension period, including labor categories and NTE expenses.

This document is crucial for bidders to understand the cost structure and pricing requirements for the opportunity. It provides estimated labor hours, categories, and direct costs, enabling vendors to develop their proposals and price schedules accurately. Bidders should pay close attention to the NTE amounts for ODC and Travel, and the estimated number of projects per year, which informs the overall potential contract value.

Statement of Work (SOW) / Performance Work Statement (PWS)

To obtain contractor support to assess troubled healthcare facilities, mitigating potential risks and claims across the FHA-insured healthcare portfolio.

The Department of Housing and Urban Development (HUD), Office of Healthcare Programs (OHP) requires contractor support for hospital assessment services. Services include assessments of hospital operations, finance, strategic planning, leadership, and governance. Specific services may include:

• Performance improvement assessments

• Reviews of existing hospital business plans

• Revenue cycle assessments

• Reimbursement and provider compliance reviews

• Non-practitioner workforce planning

• Practitioner workforce planning

• Period of Performance: Five (5) year ordering period.

• Place of Performance: Contractor's facility and the Borrower's facility.

• Specific Tasks: Services will be acquired via individual task orders. The contractor will respond to task order requirements, implement, manage, and complete them.

• Deliverables:

  • A001: Status Meetings/Conference Calls (As instructed in task order)
  • A002: Final Presentation (Once, 1)
  • A003: Final Report (Once, 1) - includes recommendations, financial/operating assumptions, revenue/expense/cash flow/volume projections.
  • A004: Quality Control Plan (Once, 1) - to be delivered within 30 days of award or with proposal.

• Status Meetings/Conference Calls: AQL Zero deviation.

• Final Presentation: AQL Zero deviation.

• Final Written Report: AQL Zero deviation.

• Quality Control Plan: AQL Zero deviation.

• Failure to meet performance standards may result in a 0.1% deduction from the associated monthly invoice.

• Non-Personal Services: Government shall not supervise contractor employees or control their methods.

• Key Personnel: A Contract/Project Manager and alternate are required, who must be employees of the contractor.

• Identification: Contractor employees must wear identification badges and identify themselves when interacting with Government personnel.

• Constraints: Adherence to HUD regulations, laws, standards, and conventions, including specific HUD Handbooks.

• Government-Furnished Property/Services: None will be provided.

Form / Attachment / Pricing Sheet

This document is a Quality Assurance Surveillance Plan (QASP) for Hospital Assessment Consulting Services. It outlines the systematic methods the government will use to monitor contractor performance against the requirements in the Performance Work Statement (PWS). The QASP details how the Office of Healthcare Programs will ensure required performance standards and service levels are achieved, and that payment is made only for services received.

• Objective: To obtain contractor support for asset management activities to assess troubled hospitals and mitigate potential claims.
• Performance Management Approach: Focuses on "what" service is required, not "how" it is performed, allowing contractor flexibility as long as outcomes are met.
• Roles and Responsibilities: Defines roles for the Contracting Officer (CO) and Contracting Officer's Representative (COR) in contract administration and performance surveillance.
• Surveillance Techniques: Includes 100% inspection, periodic inspection, and customer feedback.
• Quality Assurance Documentation: Outlines monitoring forms such as Corrective Action Reports (CAR), Customer Complaint Records, and Performance Assessment Reports (PAR).
• Surveillance Matrix (Appendix 1): Details performance objectives, standards, inspection methods, and acceptable quality levels (AQLs).
• Appendices: Includes sample forms for Corrective Action Reports (Appendix 2), Customer Complaint Records (Appendix 3), and Performance Assessment Reports (Appendix 4).

This QASP provides insight into how the government will measure and evaluate the contractor's performance. Bidders should review the performance standards, acceptable quality levels, and surveillance methods to understand the expectations for quality, timeliness, responsiveness, and customer satisfaction. This document is crucial for developing a robust Quality Control Plan (QCP) and ensuring successful contract execution.

Form / Attachment / Pricing Sheet

This document is Attachment 5, a form for collecting Past Performance Information from potential bidders. It requires details about relevant services performed by the prime contractor or partners/subcontractors within the three years prior to proposal submission.

• Prime Contractor or Partner/Subcontractor Name: To identify the entity performing the work.
• Client Name: The name of the client for whom the services were performed.
• Point of Contact Name, Address, Telephone: Contact information for the client.
• Type of Services Provided: A description of the services rendered.
• Contract Number and Value of Contract: Identification and financial scope of the contract.
• Date Services Provided: The period during which the services were delivered.
• Principal Partners/Key Personnel: Identification of key individuals involved.
• PPIRS: A field to indicate if Past Performance Information Retrieval System (PPIRS) data is on file.

Bidders must complete this form for each relevant past performance example. If performance was as a subcontractor, the prime contractor's name should be listed. Specific details for each category must be provided.

This attachment is crucial for bidders to demonstrate their relevant experience and capability to the government. Completing this form accurately and thoroughly will be a key component of the proposal evaluation process, allowing the government to assess the bidder's past performance record.