SOURCES SOUGHT MARKET RESEARCH Commercial Property Marketing Data Online Subscription Services The U.S. Department of Housing and Urban Development (HUD) is conducting Market Research in accordance with FAR Part 10. THIS IS A SOURCES SOUGHT NOTICE ONLY. This is not a request for offers, quotes or proposals. This notice does not represent a commitment by the Government to issue a solicitation or award a contract. This is a market research tool only to determine the capability of potential sources. No reimbursement will be made for any costs incurred and/or associated with providing information in response to this Sources Sought or any follow-up information. Contractors shall not submit proposals, quotes, or bids in response to this Sources Sought. I. BACKGROUND: The Department of Housing and Urban Development (HUD) insures an average of approximately $40 billion in multifamily rental projects each year. In doing so, it evaluates the market absorption potential for these projects and how they relate to existing projects in the market. HUD has two objectives. One is to avoid financing projects in markets where it is anticipated there will be an excess supply of rental units by the time the project is completed, thereby reducing the risk of default for the proposed project. The other is to avoid increasing vacancy levels above desired levels in the market to reduce the risk to financial viability of existing rental projects, some of whose mortgages HUD may have insured. Most of HUD's multifamily mortgage business is concentrated in metropolitan areas, especially large, fast-growing areas. Detailed information on the location, type, rents, and vacancy rates of existing and newly developed multifamily rental projects is highly valuable in estimating the impacts and potential absorption of rental projects applying for HUD mortgage insurance or subsidy assistance. A limited amount of rental vacancy rate data is available from the Bureau of the Census. This information is collected in greater detail for multifamily rental projects by a limited number of firms that sell it to interested parties in a standardized format. HUD is interested in purchasing such data to assist it in carrying out its market analysis functions. II. BRIEF DESCRIPTION The vendor shall furnish up to 40 licenses to an on-line database that provides the necessary professional, technical and clerical services equipment and facilities to provide housing and economic information and forecasts with up-to-date multifamily housing rents and occupancy levels updated at least annually in Primary, Secondary and Tertiary Metropolitan Markets. The information shall contain the following: 1. Market Coverage • (Multifamily market data at the national, region, market, and sub-market levels on vacancy, supply, inventory, and rent levels for class A & BC property types both historically and with 5-year forecasts of pertinent information on the multifamily market both nationally and at the local market of interest 2. On-Line access to current data files • Custom quarterly files for HUD each quarter that allows our current contractor to upload into our On-Line Property Integrated Information Suite (OPIIS) DataMart and report on in Business Intelligence (BI) reports that are available for HUD staff in HQ and in the field on the Multifamily (MF) insured portfolio by region, market, or submarket. 3. Customize data files to HUD's specifications • Tools developed by Office Risk Management & Regulatory Affairs (ORMRA) contractors called the Property Review Template which is a tool that allows HUD field staff to interactively query the Federal Housing Administration (FHA) MF portfolio within the OPIIS datamart and pull market and sub-market information on property comps both historically and 5-year forecasts. 4. Depth of Markets • Provide macro national level statistics in the custom file provided to HUD including, Total Employment, Office Employment, Industry Employment, Households, Population, and Household Income at the national, regionally, market, and sub-market levels (covering all property sizes). 5. Inventory • Information for loan reviews on property comps by entering a street city and state and getting similar apartments in the area for rent, sales, and construction comps across a myriad of different selection criteria. 6. New Construction • Custom files provided to HUD include Inventory, Completions, Demolitions, Conversions, VacPercent, VacantStock, Occupied Stock, NetAbsorption, MarketRentDollars, Market Rent Percent Change, Effective Rent Dollars, Effective Rent Percent Change, Construction Absorption, Absorption Occupied Stock, Gross Rent Revenue. 7. Sales Transactions (includes cap rates and forecasted cap rates) • Transaction information on number of transactions, transaction volume, median sales price, mean cap rate, and 12 month rolling cap rate historically by market how much a property is worth using three possible values including a 10-year Discounted Cash Flow (DCF), a direct cap value estimate, and sales comp comparison. All the information provided electronically shall be screen-readable, in compliance with Section 508 of the Rehabilitation Act Amendments of 1998 (29 U.S.C. 794(d)) as enacted in the Workforce Investment Act of 1998. III. INSTRUCTIONS TO RESPONDENTS The Department of Housing and Urban Development (HUD), DAS for Risk Management and Regulatory Affairs, is contemplating establishing a contract under NAICS Code 519130 - Internet Publishing and Broadcasting and Web Search Portals, the Small Business Standard is 1000 employees and is issuing this source sought in order to solicit responses from capable sources and capability statements to ensure sufficient capabilities exists to meet the government's requirements. Interested firms responding to this source sought must provide a capability statement demonstrating their experience, skills and capability to fulfill the Governments requirements for the above. The capability statement shall be in sufficient enough detail, but not to exceed 10 pages TOTAL, so that the Government can determine the experience and capability of your firm to provide the requirements above. Please specify one primary and one alternate Point of Contact (POC) within your firm, including telephone numbers and email addresses in case clarifications of your submission are needed. This synopsis is a market research tool being used to determine the availability and capability of potential sources. The Government will not pay for any information solicited. The capability statement shall address, at a minimum, the following for the past three years: 1. Name, address of company and/or companies (if there is a teaming arrangement or joint venture) and DUNS number(s); 2. Technical expertise relevant to the requirement; 3. Technical approach relevant of the requirement (1 to 2 paragraphs); 4. Management approach relevant to the requirement (1 to 2 paragraph); 5. Corporate experience relevant to the requirement (1 to 2 paragraph); 6. Indicate if you are a small business or any other socio-economic categories that apply to your firm under the designated NAICS code; 7. Whether you have had unequal access to any information relevant to the acquisition that could provide an unfair competitive advantage; 8. Relevant past performance. Your capability statement needs to include a list of three customers (Government/non-Government) within the past three (3) years highlighting similar work in nature, scope, complexity, and difficulty and a brief description of the scope of work. Your submission for relevant past performance must include for each customer: • Contract name; • Contracting Agency or Department, POC and contact information; • Yearly contract value (in $); • Whether your firm was the prime or a subcontractor; • Period of performance; • Description of work and how it relates to the requirements. IV. DUE DATE Responses to this Sources Sought are due on December 4, 2017 at 1:00 pm EST. Responses received after the specified date and time may not be considered. Only electronic copies of capability statements will be accepted and should be emailed to:
[email protected]. The e-mail shall contain the following subject line: Response to Sources Sought Notice -Commercial Property Marketing Data Online Subscription. This decision and whether to proceed with the acquisition is at the sole discretion of the Government. Graphics or pictures are not allowed. Illustrations such as tables, flowcharts, organizational charts, process charts, diagrams, or other similar type informational charts may be used and will be counted against the page count limitations noted above. Please ensure all illustrations have readable font size for the text. Files submitted shall not contain Macros or exceed more than a total of 5MB. All responses must be UNCLASSIFIED and will become Government property, and will not be returned. Standard marketing brochures or catalogs will be discarded. The Government recognizes that proprietary data may be a part of your submittal. If so, clearly mark such restricted or propriety data and present it as an addendum to the non-restricted/non- propriety information. All submittals received will be reviewed for informational purposes. The Government reserves the right to independently verify all information submitted. PLEASE DO NOT PROVIDE ANY SUPPLEMENTAL INFORMATION. DO NOT SUBMIT TECHNICAL OR COST PROPOSALS OR ANY OTHER INFORMATION. THE PURPOSE OF THIS MARKET RESEARCH IS TO OBTAIN OVERALL SUMMARY INFORMATION. SOURCES SOUGHT MARKET RESEARCH Commercial Property Marketing Data Online Subscription The U.S. Department of Housing and Urban Development (HUD) is conducting Market Research in accordance with FAR Part 10. THIS IS A SOURCES SOUGHT NOTICE ONLY. This is not a request for offers, quotes or proposals. This notice does not represent a commitment by the Government to issue a solicitation or award a contract. This is a market research tool only to determine the capability of potential sources. No reimbursement will be made for any costs incurred and/or associated with providing information in response to this Sources Sought or any follow-up information. Contractors shall not submit proposals, quotes, or bids in response to this Sources Sought. I. BACKGROUND: The Department of Housing and Urban Development (HUD) insures an average of approximately $40 billion in multifamily rental projects each year. In doing so, it evaluates the market absorption potential for these projects and how they relate to existing projects in the market. HUD has two objectives. One is to avoid financing projects in markets where it is anticipated there will be an excess supply of rental units by the time the project is completed, thereby reducing the risk of default for the proposed project. The other is to avoid increasing vacancy levels above desired levels in the market to reduce the risk to financial viability of existing rental projects, some of whose mortgages HUD may have insured. Most of HUD's multifamily mortgage business is concentrated in metropolitan areas, especially large, fast-growing areas. Detailed information on the location, type, rents, and vacancy rates of existing and newly developed multifamily rental projects is highly valuable in estimating the impacts and potential absorption of rental projects applying for HUD mortgage insurance or subsidy assistance. A limited amount of rental vacancy rate data is available from the Bureau of the Census. This information is collected in greater detail for multifamily rental projects by a limited number of firms that sell it to interested parties in a standardized format. HUD is interested in purchasing such data to assist it in carrying out its market analysis functions. II. BRIEF DESCRIPTION The vendor shall furnish up to 40 licenses to an on-line database that provides the necessary professional, technical and clerical services equipment and facilities to provide housing and economic information and forecasts with up-to-date multifamily housing rents and occupancy levels updated at least annually in Primary, Secondary and Tertiary Metropolitan Markets. The information shall contain the following: 1. Market Coverage • (Multifamily market data at the national, region, market, and sub-market levels on vacancy, supply, inventory, and rent levels for class A & BC property types both historically and with 5-year forecasts of pertinent information on the multifamily market both nationally and at the local market of interest 2. On-Line access to current data files • Custom quarterly files for HUD each quarter that allows our current contractor to upload into our On-Line Property Integrated Information Suite (OPIIS) DataMart and report on in Business Intelligence (BI) reports that are available for HUD staff in HQ and in the field on the Multifamily (MF) insured portfolio by region, market, or submarket 3. Customize data files to HUD's specifications • Tools developed by Office Risk Management & Regulatory Affairs (ORMRA) contractors called the Property Review Template which is a tool that allows HUD field staff to interactively query the Federal Housing Administration (FHA) MF portfolio within the OPIIS datamart and pull market and sub-market information on property comps both historically and 5-year forecasts 4. Depth of Markets • Provide macro national level statistics in the custom file provided to HUD including, Total Employment, Office Employment, Industry Employment, Households, Population, and Household Income at the national, regionally, market, and sub-market levels (covering all property sizes) 5. Inventory • Information for loan reviews on property comps by entering a street city and state and getting similar apartments in the area for rent, sales, and construction comps across a myriad of different selection criteria 6. New Construction • Custom files provided to HUD include Inventory, Completions, Demolitions, Conversions, VacPercent, VacantStock, Occupied Stock, NetAbsorption, MarketRentDollars, Market Rent Percent Change, Effective Rent Dollars, Effective Rent Percent Change, Construction Absorption, Absorption Occupied Stock, Gross Rent Revenue 7. Sales Transactions (includes cap rates and forecasted cap rates) • Transaction information on number of transactions, transaction volume, median sales price, mean cap rate, and 12 month rolling cap rate historically by market how much a property is worth using three possible values including a 10-year Discounted Cash Flow (DCF), a direct cap value estimate, and sales comp comparison All the information provided electronically shall be screen-readable, in compliance with Section 508 of the Rehabilitation Act Amendments of 1998 (29 U.S.C. 794(d)) as enacted in the Workforce Investment Act of 1998. III. INSTRUCTIONS TO RESPONDENTS The Department of Housing and Urban Development (HUD), DAS for Risk Management and Regulatory Affairs, is contemplating establishing a contract under NAICS Code 519130 - Internet Publishing and Broadcasting and Web Search Portals, the Small Business Standard is 1000 employees and is issuing this source sought in order to solicit responses from capable sources and capability statements to ensure sufficient capabilities exists to meet the government's requirements. Interested firms responding to this source sought must provide a capability statement demonstrating their experience, skills and capability to fulfill the Governments requirements for the above. The capability statement shall be in sufficient enough detail, but not to exceed 10 pages TOTAL, so that the Government can determine the experience and capability of your firm to provide the requirements above. Please specify one primary and one alternate Point of Contact (POC) within your firm, including telephone numbers and email addresses in case clarifications of your submission are needed. This synopsis is a market research tool being used to determine the availability and capability of potential sources. The Government will not pay for any information solicited. The capability statement shall address, at a minimum, the following for the past three years: 1. Name, address of company and/or companies (if there is a teaming arrangement or joint venture) and DUNS number(s); 2. Technical expertise relevant to the requirement; 3. Technical approach relevant of the requirement (1 to 2 paragraphs); 4. Management approach relevant to the requirement (1 to 2 paragraph); 5. Corporate experience relevant to the requirement (1 to 2 paragraph); 6. Indicate if you are a small business or any other socio-economic categories that apply to your firm under the designated NAICS code; 7. Whether you have had unequal access to any information relevant to the acquisition that could provide an unfair competitive advantage; 8. Relevant past performance. Your capability statement needs to include a list of three customers (Government/non-Government) within the past three (3) years highlighting similar work in nature, scope, complexity, and difficulty and a brief description of the scope of work. Your submission for relevant past performance must include for each customer: • Contract name; • Contracting Agency or Department, POC and contact information; • Yearly contract value (in $); • Whether your firm was the prime or a subcontractor; • Period of performance; • Description of work and how it relates to the requirements. IV. DUE DATE Responses to this Sources Sought are due on December 4, 2017 at 1:00 pm EST. Responses received after the specified date and time may not be considered. Only electronic copies of capability statements will be accepted and should be emailed to:
[email protected]. The e-mail shall contain the following subject line: Response to Sources Sought Notice -Commercial Property Marketing Data Online Subscription. This decision and whether to proceed with the acquisition is at the sole discretion of the Government. Graphics or pictures are not allowed. Illustrations such as tables, flowcharts, organizational charts, process charts, diagrams, or other similar type informational charts may be used and will be counted against the page count limitations noted above. Please ensure all illustrations have readable font size for the text. Files submitted shall not contain Macros or exceed more than a total of 5MB. All responses must be UNCLASSIFIED and will become Government property, and will not be returned. Standard marketing brochures or catalogs will be discarded. The Government recognizes that proprietary data may be a part of your submittal. If so, clearly mark such restricted or propriety data and present it as an addendum to the non-restricted/non- propriety information. All submittals received will be reviewed for informational purposes. The Government reserves the right to independently verify all information submitted. PLEASE DO NOT PROVIDE ANY SUPPLEMENTAL INFORMATION. DO NOT SUBMIT TECHNICAL OR COST PROPOSALS OR ANY OTHER INFORMATION. THE PURPOSE OF THIS MARKET RESEARCH IS TO OBTAIN OVERALL SUMMARY INFORMATION. SOURCES SOUGHT MARKET RESEARCH Commercial Property Marketing Data Online Subscription The U.S. Department of Housing and Urban Development (HUD) is conducting Market Research in accordance with FAR Part 10. THIS IS A SOURCES SOUGHT NOTICE ONLY. This is not a request for offers, quotes or proposals. This notice does not represent a commitment by the Government to issue a solicitation or award a contract. This is a market research tool only to determine the capability of potential sources. No reimbursement will be made for any costs incurred and/or associated with providing information in response to this Sources Sought or any follow-up information. Contractors shall not submit proposals, quotes, or bids in response to this Sources Sought. I. BACKGROUND: The Department of Housing and Urban Development (HUD) insures an average of approximately $40 billion in multifamily rental projects each year. In doing so, it evaluates the market absorption potential for these projects and how they relate to existing projects in the market. HUD has two objectives. One is to avoid financing projects in markets where it is anticipated there will be an excess supply of rental units by the time the project is completed, thereby reducing the risk of default for the proposed project. The other is to avoid increasing vacancy levels above desired levels in the market to reduce the risk to financial viability of existing rental projects, some of whose mortgages HUD may have insured. Most of HUD's multifamily mortgage business is concentrated in metropolitan areas, especially large, fast-growing areas. Detailed information on the location, type, rents, and vacancy rates of existing and newly developed multifamily rental projects is highly valuable in estimating the impacts and potential absorption of rental projects applying for HUD mortgage insurance or subsidy assistance. A limited amount of rental vacancy rate data is available from the Bureau of the Census. This information is collected in greater detail for multifamily rental projects by a limited number of firms that sell it to interested parties in a standardized format. HUD is interested in purchasing such data to assist it in carrying out its market analysis functions. II. BRIEF DESCRIPTION The vendor shall furnish up to 40 licenses to an on-line database that provides the necessary professional, technical and clerical services equipment and facilities to provide housing and economic information and forecasts with up-to-date multifamily housing rents and occupancy levels updated at least annually in Primary, Secondary and Tertiary Metropolitan Markets. The information shall contain the following: 1. Market Coverage • (Multifamily market data at the national, region, market, and sub-market levels on vacancy, supply, inventory, and rent levels for class A & BC property types both historically and with 5-year forecasts of pertinent information on the multifamily market both nationally and at the local market of interest 2. On-Line access to current data files • Custom quarterly files for HUD each quarter that allows our current contractor to upload into our On-Line Property Integrated Information Suite (OPIIS) DataMart and report on in Business Intelligence (BI) reports that are available for HUD staff in HQ and in the field on the Multifamily (MF) insured portfolio by region, market, or submarket 3. Customize data files to HUD's specifications • Tools developed by Office Risk Management & Regulatory Affairs (ORMRA) contractors called the Property Review Template which is a tool that allows HUD field staff to interactively query the Federal Housing Administration (FHA) MF portfolio within the OPIIS datamart and pull market and sub-market information on property comps both historically and 5-year forecasts 4. Depth of Markets • Provide macro national level statistics in the custom file provided to HUD including, Total Employment, Office Employment, Industry Employment, Households, Population, and Household Income at the national, regionally, market, and sub-market levels (covering all property sizes) 5. Inventory • Information for loan reviews on property comps by entering a street city and state and getting similar apartments in the area for rent, sales, and construction comps across a myriad of different selection criteria 6. New Construction • Custom files provided to HUD include Inventory, Completions, Demolitions, Conversions, VacPercent, VacantStock, Occupied Stock, NetAbsorption, MarketRentDollars, Market Rent Percent Change, Effective Rent Dollars, Effective Rent Percent Change, Construction Absorption, Absorption Occupied Stock, Gross Rent Revenue 7. Sales Transactions (includes cap rates and forecasted cap rates) • Transaction information on number of transactions, transaction volume, median sales price, mean cap rate, and 12 month rolling cap rate historically by market how much a property is worth using three possible values including a 10-year Discounted Cash Flow (DCF), a direct cap value estimate, and sales comp comparison All the information provided electronically shall be screen-readable, in compliance with Section 508 of the Rehabilitation Act Amendments of 1998 (29 U.S.C. 794(d)) as enacted in the Workforce Investment Act of 1998. III. INSTRUCTIONS TO RESPONDENTS The Department of Housing and Urban Development (HUD), DAS for Risk Management and Regulatory Affairs, is contemplating establishing a contract under NAICS Code 519130 - Internet Publishing and Broadcasting and Web Search Portals, the Small Business Standard is 1000 employees and is issuing this source sought in order to solicit responses from capable sources and capability statements to ensure sufficient capabilities exists to meet the government's requirements. Interested firms responding to this source sought must provide a capability statement demonstrating their experience, skills and capability to fulfill the Governments requirements for the above. The capability statement shall be in sufficient enough detail, but not to exceed 10 pages TOTAL, so that the Government can determine the experience and capability of your firm to provide the requirements above. Please specify one primary and one alternate Point of Contact (POC) within your firm, including telephone numbers and email addresses in case clarifications of your submission are needed. This synopsis is a market research tool being used to determine the availability and capability of potential sources. The Government will not pay for any information solicited. The capability statement shall address, at a minimum, the following for the past three years: 1. Name, address of company and/or companies (if there is a teaming arrangement or joint venture) and DUNS number(s); 2. Technical expertise relevant to the requirement; 3. Technical approach relevant of the requirement (1 to 2 paragraphs); 4. Management approach relevant to the requirement (1 to 2 paragraph); 5. Corporate experience relevant to the requirement (1 to 2 paragraph); 6. Indicate if you are a small business or any other socio-economic categories that apply to your firm under the designated NAICS code; 7. Whether you have had unequal access to any information relevant to the acquisition that could provide an unfair competitive advantage; 8. Relevant past performance. Your capability statement needs to include a list of three customers (Government/non-Government) within the past three (3) years highlighting similar work in nature, scope, complexity, and difficulty and a brief description of the scope of work. Your submission for relevant past performance must include for each customer: • Contract name; • Contracting Agency or Department, POC and contact information; • Yearly contract value (in $); • Whether your firm was the prime or a subcontractor; • Period of performance; • Description of work and how it relates to the requirements. IV. DUE DATE Responses to this Sources Sought are due on December 4, 2017 at 1:00 pm EST. Responses received after the specified date and time may not be considered. Only electronic copies of capability statements will be accepted and should be emailed to:
[email protected]. The e-mail shall contain the following subject line: Response to Sources Sought Notice -Commercial Property Marketing Data Online Subscription. This decision and whether to proceed with the acquisition is at the sole discretion of the Government. Graphics or pictures are not allowed. Illustrations such as tables, flowcharts, organizational charts, process charts, diagrams, or other similar type informational charts may be used and will be counted against the page count limitations noted above. Please ensure all illustrations have readable font size for the text. Files submitted shall not contain Macros or exceed more than a total of 5MB. All responses must be UNCLASSIFIED and will become Government property, and will not be returned. Standard marketing brochures or catalogs will be discarded. The Government recognizes that proprietary data may be a part of your submittal. If so, clearly mark such restricted or propriety data and present it as an addendum to the non-restricted/non- propriety information. All submittals received will be reviewed for informational purposes. The Government reserves the right to independently verify all information submitted. PLEASE DO NOT PROVIDE ANY SUPPLEMENTAL INFORMATION. DO NOT SUBMIT TECHNICAL OR COST PROPOSALS OR ANY OTHER INFORMATION. THE PURPOSE OF THIS MARKET RESEARCH IS TO OBTAIN OVERALL SUMMARY INFORMATION.