SF 30 and Summary of Changes Amendment 0016.pdf

(x)

86544A19R00003 x x

1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT

THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

ATLANTA GA 30303-2806

14TH FLOOR

HUD-NFSA

40 MARIETTA STREET

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

03/17/20210016

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

06/17/2019

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not, is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

3.9 Asset Management Amendment 0016

The purpose of this amendment is to post revised solicitation documents that were changed to reflect the current market conditions and laws.

See Summary of Changes on pages 3-23, the attached conformed copy of the solicitation ,and attachments A1-A18.

The Solicitation Closing Date is April 19, 2021 at 2:00pm EST.

ALL OFFERORS THAT PREVIOUSLY SUBMITTED A PROPOSAL MUST SUBMIT A NEW ONE. THIS AMENDMENT

ALSO OPENS UP THIS SOLICITATION TO ANY NEW OFFERORS INTERESTED IN PROPOSING, THAT MEET THE

Continued ...

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

NSN 7540-01-152-8070

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 23

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

86544A19R00003/0016

CRITERIA STATED IN THE SOLICITATION. All offerors are encouraged to read the solicitation and attachments in its entirety before submitting a proposal.

The Government point of contact is:

Tyshanah Holloway (Contract Specialist)

Email: Tyshanah.S.Holloway@hud.gov

Phone:678-732-2059

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

86544A19R00003 Summary of Changes

Amendment 0016

COVER PAGE

Closing Date changed to April 19, 2021 at 2:00pm EST

Contracting Officer changed to Charles W. Hoyle, Jr.

** ALL OFFERORS THAT PREVIOUSLY SUBMITTED A PROPOSAL MUST SUBMIT A NEW

ONE. THIS AMENDMENT ALSO OPENS UP THIS SOLICITATION TO ANY NEW

OFFERORS INTERESTED IN PROPOSING, THAT MEET THE CRITERIA STATED IN THE

SOLICITATION. All offerors are encouraged to read the solicitation and attachments in its entirety before submitting a proposal**

SUMMARY OF CHANGES AMENDMENT 0016

1. Revised Attachment A15-Pricing Spreadsheet

2. Page 171 Relevancy Chart changed from:

Area

Number of Properties

Very Relevant

Number of Properties

Relevant

Number of Properties

Somewhat Relevant

Number of Properties

Not relevant

3A/4A >897 604-897 302-603 <302

5A/8A >1,037 749-1,037 374-748 <374

6A/7A >806 688-806 344-687 <344

4D/5D >503 242-503 121-241 <121

1D >542 378-542 189-377 <189

2D >1,309 965-1,309 482-964 <482

1P/4P >639 467-639 233-466 <233

3P >1,463 950-1,463 475-949 <475

5P >1,169 895-1,169 447-894 <447

3S/5S >285 216-285 108-216 <108

4S/6S >246 219-246 109-219 <109

Amendment 0016

Changed To:

3. On page 166 Technical Approach Page Limit Changed from:

Changed to:

Area

Number of Properties

Very Relevant

Number of Properties

Relevant

Number of Properties

Somewhat Relevant

Number of Properties

Not relevant

3A/4A >2,496 1,209-2,496 604-1,208 < 604

5A/8A >2,716 1,499-2,716 749-1,498 < 749

6A/7A >2,030 1,377-2,030 688-1,376 < 688

4D/5D >1,394 485-1,394 242-484 < 242

1D >1,597 865-1,597 432-864 < 432

2D >3,782 1,931-3,782 965-1,930 <965

1P/4P >1,890 935-1,890 467-934 <467

3P >4,532 1,901-4,532 950-1,900 <950

5P >3,332 1,841-3,332 920-1,840 <920

3S/5S >669 433-669 216-432 <216

4S/6S >687 395-687 197-394 <197

Section 2 NTE 20 Technical Approach (including Workflow Chart and narrative to the Workflow Chart)

Amendment 0016

4. Page 167 Part I Changed from:

The Technical Proposal shall be clear, concise, and include all the information required by this provision in detailed content. Part I shall have no price information included. Offerors shall not simply rephrase or restate the Government’s requirements, but rather shall provide convincing rationale to address how the offeror intends to meet the requirements. Offerors are advised that the Government will base its evaluation of the technical proposals on the information presented therein; offerors shall not assume that the Government has prior knowledge of their capabilities, work processes, or facilities.

Any information not located in its appropriate Part and Section of the

Technical Proposal will be assumed to have been omitted. Offerors are prohibited from cross referencing information between the Technical

Proposal sections (for example, references in the Marketing Plan

Section to provisions in the Management Plan Section may not be considered when evaluating the requirements under the Marketing Plan

Factor). Offerors are cautioned that any pages that exceed the page limitation for that section within the Technical Proposal shall not be read but shall be removed without being considered in the evaluation.

Changed to:

The Technical Proposal shall be clear, concise, and include all the information required by this provision in detailed content. Part I shall have no price information included. Offerors shall not simply rephrase or restate the Government’s requirements, but rather shall provide convincing rationale to address how the offeror intends to meet the requirements. Offerors are advised that the Government will base its evaluation of the technical proposals on the information presented therein; offerors shall not assume that the Government has prior knowledge of their capabilities, work processes, or facilities.

Offerors are cautioned that any pages that exceed the page limitation for that section within the Technical Proposal shall not be read but shall be removed without being considered in the evaluation. While cross referencing is not prohibited, offerors are prohibited from the use of cross-referencing (to another section) to exceed the page limits of a given section.

Section 2 NTE 25 Technical Approach (including Workflow Chart and narrative to the Workflow Chart)

Amendment 0016

5. Page 174 L.10 QUESTIONS Changed From:

All written questions regarding this solicitation will be accepted through May 05, 2020 2:00 P.M., Eastern Standard Time (EST).

Changed to:

All written questions regarding this solicitation will be accepted through March 24, 2021 2:00 P.M., Eastern Standard Time (EST).

NOTE: Please include this information on the subject exactly as provided: 3.9 ASSET MANAGEMENT SOLICITATION QUESTIONS - 86544A19R00003 Amendment 0016

6. Added Provision 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (Oct 2020).

7. Added Clause 52.204-25 Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment (Aug 2020).

8. Added Provision 52.204-26 Covered Telecommunications Equipment or Services-Representation (Oct 2020).

9. Page 166 TECHNICAL APPROACH Changed from:

The Workflow Chart shall provide an acceptable design that demonstrates the offeror’s approach, and methods and procedures that are in compliance with the Performance Work Statement

Section 5.2 Marketing and Sales and Section 5.5 Customer Service.

Changed to:

The Workflow Chart shall provide an acceptable design that demonstrates the offeror’s approach, and methods and procedures that are in compliance with the Performance Work Statement

Section 5.2 Marketing and Sales.

10. Page 167 TECHNICAL APPROACH Changed from:

The offeror shall submit a narrative to the Workflow Chart that is clear and concise. At a minimum, the Workflow Chart Narrative shall include a description of methods and processes for

Amendment 0016 completing the following Performance Work Statement tasks: 1.3.25 Sales Methods and Listing Property; 1.3.29.3 Sales to Owner Occupants; 1.3.30.2 Sales Contract Closings; 1.3.30.4 Homeowners Association Fees, Dues, Ground Rents and Non-Tax Assessments;

1.3.30.5 Post Closing; 1.3.32 Transmittal Processing; 5.3.1

Initial Inspection; 5.3.2 Prior to List; 5.3.3 Ready to Close;

5.4.2 Work Order Notifications; 5.5.1 Response Time; and 5.5.3 Government Inquiries.

Changed to:

The offeror shall submit a narrative to the Workflow Chart that is clear and concise. At a minimum, the Workflow Chart Narrative shall include a description of methods and processes for completing the following Performance Work Statement tasks: 1.3.25 Sales Methods and Listing Property; 1.3.29.3 Sales to Owner Occupants; 1.3.30.2 Sales Contract Closings; 1.3.30.4 Homeowners Association Fees, Dues, Ground Rents and Non-Tax Assessments; and

1.3.32 Transmittal Processing.

Added:

The offeror shall submit a labor mix and level of effort represented by labor categories and number of hours per labor category, identify position descriptions, job titles, and reflect adequate capabilities and skillsets that are essential to meet workflow requirements and demonstrates knowledge of the work force necessary to address the requirements of the PWS. Offerors are cautioned not to include pricing in the labor mix/level of effort matrix submitted with the technical proposal.

11. Page 167 QUALITY CONTROL PLAN Changed from:

The offeror shall submit a Preliminary Quality Control Plan that demonstrates an understanding of the business requirements by describing effective and independent quality control methods and procedures to ensure that all tasks are completed in accordance with the performance standards listed in the solicitation. At a minimum, the offeror shall submit a Preliminary QCP that describes key risk areas, management controls, corrective actions, and describe how the offeror will ensure the effective management of Listing Brokers, Appraisers, and employees of the prime and subcontractors and their activities. The Preliminary QCP shall include an approach to subcontractor management that makes clear

Amendment 0016 the contractual and reporting relationships of all subcontractors. The Preliminary QCP must also detail the processes and methods that will be utilized to identify and remedy poor performing Listing Brokers, Appraisers, AMCs, and subcontractors, including subcontractor default.

The offeror shall identify whether the Quality Control function will be performed in house or by a subcontractor.

Changed to:

The offeror shall submit a Preliminary Quality Control Plan that demonstrates an understanding of the business requirements by describing effective and independent quality control methods and procedures to ensure that all tasks are completed in accordance with the performance standards listed in the solicitation. At a minimum, the offeror shall submit a Preliminary QCP that describes key risk areas, management controls, and corrective actions. The offeror shall identify whether the Quality Control function will be performed in house or by a subcontractor.

12. Removed :

MANAGEMENT PLAN (Shall not exceed 10 pages)

The offeror shall submit a Management Plan that is clear, concise, and demonstrates that it will result in meeting the requirements contained within the Performance Work Statement tasks 5.1 through 5.8.

As part of the Management Plan:

Offerors shall provide an Organizational Chart outlining clear lines of authority from the top of the organization to all those working on this effort (including third-party subcontractors), and a staffing plan outlining the key positions/roles (including alternates) for each major service area(s) and their responsibilities.

Offerors shall provide the proposed number of staff within each major area of operation, which shall reflect adequate capabilities and skillsets to ensure the outcome and benefits sought by the government are achievable.

Offerors shall demonstrate that they have the capacity and resources to perform in the proposed contract area(s)as applicable:

o If the work will be performed by in-house personnel, the offerors shall provide supporting documentation that demonstrates adequate capabilities to perform the

Amendment 0016 requirements that are set forth in the Performance Work Statement.

o If the work is being performed by a third-party subcontractor, offerors shall provide a separate breakout, including the estimated number of subcontractors and subcontractor employees intended to service each major service area(s).

Offerors shall provide proposed subcontracting arrangements and reporting relationships for all third-party subcontractors, Listing Brokers, and Appraisers.

Offerors shall clearly identify what aspects of the work will be performed by the prime and what aspects of the work will be performed by each named third-party subcontractor.

Offerors shall provide schedules of all tasks and subtasks, meetings, and deliverables.

Offerors shall explain their methods for successful communication and coordination between the contractor and the government personnel/roles.

13. Page 177 MARKETING PLAN Changed from:

Listing Broker assignment and responsibilities:

o Whether the offeror has provided an acceptable methodology and selection procedures for making listing broker assignments, that identifies the roles and responsibilities of the listing brokers.

and is in compliance with PWS Sections 1.3.7.1, Listing Brokers;1.3.7.2, Excluded Purchasers; 1.3.19,Use of Listing Brokers; 1.3.24 Sales Commissions; 1.3.29.8, Earnest Money; and the mandatory inspections contained in 5.3.1 Initial Inspection, 5.3.2, Prior to List and 5.3.3, Ready to Close.

Changed to:

Listing Broker assignment and responsibilities:

o Whether the offeror identifies the roles and responsibilities of the listing brokers and provides an acceptable methodology and selection procedures for making listing broker assignments.

14. Page 177 Section M MARKETING PLAN Changed from:

• Aged and Hard to Sell Properties:

Amendment 0016 o Whether the offeror has provided an acceptable plan that details a tailored approach for selling aged and hard to sell inventory that contains a variety of disposition strategies including, but not limited to, auctions and bulk sales. The resulting strategies must be in compliance with PWS Section 1.3.24.1, Hard to Sell Properties.

Changed to:

• Aged and Hard to Sell Properties:

o Whether the offeror has provided an acceptable plan that details a tailored approach for selling aged and hard to sell inventory that contains a variety of disposition strategies including, but not limited to, auctions and bulk sales. The resulting strategies must be in compliance with the PWS.

15. Removed:

Page 178 MANAGEMENT PLAN

The government will evaluate the following regarding the proposed Management Plan:

Whether the Management Plan is clear, concise, and demonstrates an acceptable method for meeting the Performance Work Statement requirements Tasks 5.1 through 5.8.

Whether the offeror’s Organizational Chart outlines clear lines of authority from the top of the organization to all those working on this effort (including third-party subcontractors), and a staffing plan outlining the Key Position/Roles, (including the alternates) for each major service area(s) and their responsibilities.

Whether the proposed number of staff within each major area of operation reflect adequate capabilities and skillsets to ensure the outcome and benefits sought by the government are achievable.

Whether the offeror demonstrates that they have the capacity and resources to perform in the proposed contract area(s)as applicable:

o If the work will be performed by in-house personnel, whether the proposal demonstrates adequate in-house

Amendment 0016 capabilities to perform the requirements that are set forth in the Performance Work Statement.

o If the work is being performed by a subcontractor, whether the breakout, including the estimated number of subcontractors and subcontractor employees intended to service each major service area(s), demonstrates adequate capabilities to perform the requirements that are set forth in the Performance Work Statement.

Whether the proposal demonstrates proposed subcontracting arrangements and reporting relationships of all third-party subcontractors, Listing Brokers, and Appraisers.

Whether the proposal clearly identifies what aspects of the work will be performed by the prime and what aspects of the work will be performed by each named third-party subcontractor.

Whether the offeror provides schedules of all tasks and subtasks, meetings, and deliverables.

Whether the offeror explains its methods for successful communication and coordination between the contractor and the government personnel/roles

16. Removed:

Page 171 VOLUME II PAST PERFORMANCE

The following value range will be used to evaluate the value portion of relevancy for each identified reference in an Offeror’s Volume II of its proposal. Offerors shall provide the information for each reference in total value over the life of the reference. If the Offeror is currently a subcontractor, the Offeror shall submit value that pertains to their subcontract. The Offeror shall not submit the value of the Prime contract unless the Offeror is the Prime.

Very similar in value (Millions)

4D/5D: greater than 3M 3A/4A: greater than 3M

1P/4P: greater than 6M 5A/8A: greater than 3.75M

3S/5S: greater than 2M 6A/7A: greater than 3M

Amendment 0016

4S/6S: greater than 2M 2D: greater than 5M

1D: greater than 2.25M 3P: greater than 5M

5P: greater than 3M

Similar in value

4D/5D: 2M-3M 3A/4A: 2M-3M 1P/4P: 4.5M-6M 5A/8A: 2.5M-3.75M

3S/5S: 1M-2M 6A/7A: 2M-3M 4S/6S: 1M-2M 2D: 3M-5M

1D: 1.5M -2.25M 3P: 3M-5M 5P: 2M-3M

Somewhat similar in value

4D/5D: 1M-2M 3A/4A: 1M-2M 1P/4P: 2.25M-4.5 5A/8A: 1.2M-2.5M

3S/5S: 700K-1M 6A/7A: 1M-2M 4S/6S: 700K-1M 2D: 1M-3M

1D: 750K-1.5M 3P:1M-3M 5P: 1M-2M

Not similar in value

4D/5D: Less than 1M 3A/4A: Less than 1M 1P/4P: Less than 2.25M 5A/8A: Less than 1.2M 3S/5S: Less than 700K 6A/7A: Less than 1M 4S/6S: Less than 700K 2D: Less than 1M 1D: Less than 750K 3P: Less than 1M 5P: Less than 1M

17. Page 69 4.5 CONTRACTOR PERSONNEL Changed from:

The Contractor shall provide a Contract Manager, Project Manager, and Quality Control Manager, or Third-Party Quality Control Vendor who shall be responsible for the performance of work, and qualifying alternates shall also be designated to act in the absence of each of these positions. The only authorized exception is that an alternate Quality Control Manager need not be named for those contractors using a third-party Quality Control Vendor. Alternates named must be able to perform in the same capacity as the primary Contract Manager, Project Manager and Quality Control Manager (only if employee of the prime) in their absence. These Contractor personnel (main point of contact and alternate point of contacts) are considered Key Personnel by the Government and shall be listed as such in accordance with HUDAR 2452.237-70, "Key Personnel”.

The Contract Manager, Project Manager, Quality Control Manager (if employee of the prime) and their alternates shall have full authority

Amendment 0016 to act on all contract matters relating to daily operations of this contract. Accordingly, at a minimum, the Key Personnel shall have the technical knowledge of the requirement and be authorized in the position to actually receive assignment, guidance, and direction from the COR and CO per HUDAR 2452.237-73, "Conduct of Work and Technical Guidance" and shall be allocated the 100% of the time to ensure successful performance. These Key Personnel, other than the Third- Party Quality Control Vendor, if applicable, shall each be an employee of the Contractor. The Key Personnel or alternates shall be available between the hours of 8:00 a.m. to 4:30 p.m. Monday through Friday consistent with the awarded HOC jurisdiction time zone, except Federal Holidays or when the Government facility is closed for administrative reasons.

Changed To:

4.5 CONTRACTOR PERSONNEL

The Contractor shall provide a Contract Manager, Project Manager and Quality Control Manager who shall be responsible for the performance of work. An alternate shall also be designated to act in the absence of the Contract Manager, Project Manager and Quality Control Manager (except for a third party Quality Control vendor). The Alternate Contract Manager, Alternate Project Manager and Quality Control Manger need not be 100% dedicated to the contract, except for when they are substituting for the primary person designated for that position.

These Contractor personnel (main point of contact and alternate point of contact) are considered Key Personnel by the Government and shall be listed as such in accordance with HUDAR 2452.237-70, "Key Personnel.

The Contract/Project/Quality Control Manager and alternate shall have full authority to act on all contract matters relating to daily operations of this contract. Accordingly, at a minimum, the points of contact shall have the technical knowledge of the requirement and be in the position to actually receive assignment, guidance and direction from the COR, SUBCOR and CO per HUDAR 2452.237-73, "Conduct of Work and Technical Guidance" and shall be allocated enough hours to the requirement to ensure successful performance. These points of contact shall each be an employee of the Contractor. An employee of a subcontractor is not acceptable for the Contract Manager and Project Manager positions. The Quality Control Manager can be an employee of the Contractor or an independent third-party subcontractor. The Key

Amendment 0016

Personnel or alternates shall be available between the hours of 8:00 a.m. to 4:30 p.m. Monday through Friday consistent with the awarded HOC jurisdiction time zone, except Federal Holidays or when the Government facility is closed for administrative reasons.

18. Page 98 H.3 HUDAR 2452.237-70 KEY PERSONNEL (FEB 2006) Changed from:

(a) Definition. "Personnel" means employees of the contractor, or any subcontractor(s), affiliates, joint venture partners, or team members, and consultants engaged by any of those entities.

(b) The personnel specified below are considered to be essential to the work being performed under this contract. Prior to diverting any of the specified individuals to other projects, the contractor shall notify the Contracting Officer reasonably in advance and shall submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the program. No diversion shall be made by the contractor without the written consent of the Contracting Officer. Key personnel shall perform as follows:

Name Position Percentage of Effort

Number of Hours

To be filled in at time of award

Contract Manager 100%

To be filled in at time of award

Project Manager 100%

To be filled in at time of award

Quality Control Manager or Third Party Quality Control Vendor

100%

NOTE: The positions listed above include the alternate Contract

Manager, Project Manager and Quality Control Manger (except for a third-party Quality Control Vendor). The alternates shall act in the absence of the primary. All primary key personnel must be 100% dedicated to the position under the contract for which they will work.

Amendment 0016

Alternate key personnel need only be 100% dedicated to the key personnel position while they are performing in place of the primary.

Changed to:

(a) Definition. "Personnel" means employees of the contractor, or any subcontractor(s), affiliates, joint venture partners, or team members, and consultants engaged by any of those entities.

(b) The personnel specified below are considered to be essential to the work being performed under this contract. Prior to diverting any of the specified individuals to other projects, the contractor shall notify the Contracting Officer reasonably in advance and shall submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the program. No diversion shall be made by the contractor without the written consent of the Contracting Officer. Key personnel shall perform as follows:

Key Personnel Positions Percentage of time devoted to requirement/contract area

Project Manager 100% Alternate Project Manager

Contract Manager 100% Alternate Contract Manager * Quality Control Manager 100%

AlternateQuality Control Manger

NOTE: The positions listed above include the alternate Contract

Manager, Project Manager and Quality Control Manger (except for a third-party Quality Control Vendor). The alternates shall act in the absence of the primary. All primary key personnel must be 100% dedicated to the position under the contract for which they will work.

Alternate key personnel need only be 100% dedicated to the key personnel position while they are performing in place of the primary.

19.. Page 87 E.2 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE. (FEB

1998) Changed from:

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available.

Amendment 0016

Also, the full text of a solicitation provision may be accessed electronically at this/these address(es): http://farsite.hill.af.mil/

Changed to:

E.2 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE. (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available.

Also, the full text of a solicitation provision may be accessed electronically at this/these address(es): www.acquisition.gov

20. Added the following bullet to Technical Approach on page 168:

The offeror shall submit a labor mix and level of effort represented by labor categories and number of hours per labor category, identify position descriptions, job titles, and reflect adequate capabilities and skillsets that are essential to meet workflow requirements and demonstrates knowledge of the work force necessary to address the requirements of the PWS. Offerors are cautioned not to include pricing in the labor mix/level of effort matrix submitted with the technical proposal.

21. Page 170 VOLUME II PAST PERFORMANCE bullet Changed from:

If the offeror is proposing to subcontract (or use joint ventures/ partners, or other entities other than the prime contractor to perform) more than 20% of the contract value, the offeror shall submit a separate chart and narrative described for past performance above, for the proposed subcontractor(s).

Changed to:

If the offeror is proposing to subcontract (or use joint venture partners, or other entities other than the prime contractor to perform) more than 20% of the total contract value the offeror shall submit a separate chart and narrative described for past performance above, for the any proposed subcontractor(s), joint venture partner(s), and/or other partnering entities that is expected to perform more than 20% of the contract value.

22. Rating Chart on Page 179 Changed from:

Amendment 0016

Changed to:

Rating Definition

Excellent/Very Low Risk/Very High Confidence

Offeror provided sufficient quantity of recent, very relevant, high quality references for the prime contractor and significant subcontractors.

Good/Low Risk/High Confidence

The combination of recent references provided for the prime contractor and significant subcontractors were of sufficient relevancy and quality to assure performance of the contract requirements.

Satisfactory/Medium Risk/Some Confidence

The combination of recent references provided for the prime contractor and significant subcontractors provides some assurances of future performance, but some risk exists (e.g.

overreliance on substantial subcontractors).

*Neutral/Unknown Risk/Neutral Confidence

Offeror had no prime or substantial subcontractor references that met the recency or relevancy test or stated they had no recent, relevant past performance.

Poor/Very High Risk/Low Confidence

Offeror had poor references for the prime or substantial subcontractor or provided insufficient references to obtain a higher rating.

Rating Definition

Excellent/Very Low Risk/Very High Confidence

Offeror provided sufficient quantity of recent, very relevant, high quality references for the prime contractor and significant subcontractors.

Good/Low Risk/High Confidence

The combination of recent references provided for the prime contractor and significant subcontractors were of sufficient relevancy and quality to assure performance of the contract requirements.

Satisfactory/Medium Risk/Some Confidence

The combination of recent references provided for the prime contractor and significant subcontractors provides some assurances of future

Amendment 0016

23. Deleted section 5 from L.8 General Instructions on page 166 :

24. Section L Marketing Plan on page 169 Changed from:

Listing Broker assignment and responsibilities;

Aged and Hard to Sell Properties;

Broker Training; and

Market Analysis and Property Valuation.

Changed to:

Listing Broker assignment and responsibilities:

o Provide an acceptable methodology and selection procedures for making listing broker assignments and identify the roles and responsibilities of the listing brokers.

• Aged and Hard to Sell Properties:

o Provide an acceptable plan that details a tailored approach for selling aged and hard to sell inventory that contains a variety performance, but some risk exists (e.g.

overreliance on substantial subcontractors).

*Neutral/Unknown Risk/Neutral Confidence

Offeror had no prime or substantial subcontractor references that met the recency or relevancy test or stated they had no recent, relevant past performance.

Poor/Very High Risk/Low Confidence

Offeror had references that indicated poor performance for the prime or significant subcontractor and provided insufficient references to obtain a higher rating.

Unsatisfactory/Very High Risk/Very Low Confidence

Offeror failed to address the factor or references were recent and relevant but indicated unsatisfactory performance.

Section 5 NTE 10 Management Plan

Amendment 0016 of disposition strategies including, but not limited to, auctions and bulk sales. The resulting strategies must be in compliance with the PWS.

Broker Training:

o Provide an acceptable plan that describes the type, number and frequency of events planned to provide training to real estate brokers, including suggested content and topics. Training must be in compliance with PWS Section 5.7, Training. The plan must also demonstrate coverage for the entire market area.

• Market Analysis and Property Valuation:

o Provide an acceptable plan to conduct continuous market analysis and reanalysis, including descriptions of strategies to perform comparative analysis of similar properties, interpret marketing trends, perform inventory analysis, and compare marketing and sales techniques of competitors. Market analysis and property valuation strategies must be in compliance with PWS Sections 1.3.12, Valuation Services, 1.3.16, Initial List Price, 1.3.17, Acceptable Bid Thresholds, and 1.3.18, Marketing Reanalysis.

25. Matched Section L Volume I Technical proposal starting on page

166 to Section M Minimal Technical Acceptability starting on page 173.

26. On page 122 52.204-1 APPROVAL OF CONTRACT. (DEC 1989) Changed from:

This contract is subject to the written approval of Sharon L.

Washington or her designee and shall not be binding until so approved.

Changed to:

This contract is subject to the written approval of Charles W. Hoyle, Jr. or his designee and shall not be binding until so approved.

27. On Page 159 Changed L.3 52.233-2 SERVICE OF PROTEST. (SEP 2006) from :

Amendment 0016

U.S. Department of Housing and Urban Development

Southern Field Contracting Operations

Atlanta Operations Branch

ATTN: Sharon L. Washington Sharon.L.Washington@hud.gov

40 Marietta Street, NW, 14th Floor

Atlanta, GA 30303

Changed to:

U.S. Department of Housing and Urban Development

Southern Field Contracting Operations

Atlanta Operations Branch

ATTN: Charles W. Hoyle, Jr. charles.w.hoylejr@hud.gov

40 Marietta Street, NW, 14th Floor

Atlanta, GA 30303

28. On page 174 Section M Technical Approach added:

Whether the submitted labor mix and level of effort is represented by labor categories and number of hours per labor category, identified position descriptions, job titles, and reflects adequate capabilities and skillsets that are essential to meet workflow requirements and demonstrated knowledge of the work force necessary to address the requirements of the PWS.

29. VOLUME II PAST PERFORMANCE bullet 1 on page 170:

Changed from:

The narrative shall clearly establish the relevancy of the past performance to the current requirements and specifically describe the scope, value, and magnitude of each reference.

Changed to:

The narrative shall clearly establish the relevancy of the past performance to the current requirements and specifically describe the scope and magnitude of each reference.

30. On page 177 2) Performance Confidence Assessment:

Amendment 0016

Changed From:

In evaluating Past Performance, the government will address three components – recency, relevancy (scope, value, magnitude), and quality.

Changed To:

In evaluating Past Performance, the government will address three components – recency, relevancy (scope, magnitude), and quality.

31. On page 178 bullet number 2 :

Changed from:

Of those determined to be recent, HUD will assess the degree of similarity in scope, value and magnitude the past performance efforts submitted have to the solicitation requirements to determine relevancy.

Changed to:

Of those determined to be recent, HUD will assess the degree of similarity in scope and magnitude. The past performance efforts submitted will be compared to the solicitation requirements to determine relevancy.

32. Satisfactory rating chart on page 179:

Changed from:

The combination of recent references provided for the prime contractor and significant subcontractors provides some assurances of future performance, but some risk exists (e.g. overreliance on substantial subcontractors).

Changed to:

The combination of recent references provided for the prime contractor and significant subcontractors provides some assurances of future performance, but some risk exists (e.g. overreliance on significant subcontractors).

33. Neutral rating chart on page 179:

Changed from:

Offeror had no prime or substantial subcontractor references that met the recency or relevancy test or stated they had no recent, relevant past performance.

Amendment 0016

Changed to:

Offeror had no prime or significant subcontractor references that met the recency or relevancy test or stated they had no recent, relevant past performance.

34. L.5 HUDAR 2452.215-70 PROPOSAL CONTENT. (MAR 2016) on page 161:

Removed:

(2) The offeror shall provide information to support the offeror’s proposed costs or prices as prescribed elsewhere in Instructions to Offerors for Part II—Business Proposal. (3) The offeror shall submit any other information required in Instructions to Offerors designated under Part II—Business Proposal.

Separated:

The offeror shall describe in detail how the offeror will maintain the security of automated systems as required by HUDAR clause 2452.239–70 in

Section H of this solicitation and include it in Part II, Business

Proposal.

35. 1.7 PLACE OF PERFORMANCE on page 54:

Changed from:

1.7 PLACE OF PERFORMANCE

The services to be performed under this contract shall be performed at Contractor Facility. The Contractor shall maintain a fully staffed and equipped office within the existing boundaries of the awarded HOC jurisdiction for the specific contract. The Contractor shall maintain the physical property files referenced in Section 5.4.5 (Specific Tasks) in that office. Any changes or exceptions in the location of performance must be approved in advance by the Contracting Officer and may not impact customer service. All key personnel must be located in that office with full direct authority over all critical operations of the work required.

Changed to:

The place of performance for the resulting AM contract is at the Contractor Facility, rather than at a Government facility. The Contractor shall maintain a staffed and equipped office within the existing boundaries of the awarded HOC jurisdiction for the specific contract. The Contractor shall maintain the physical property files referenced in Section 5.4.5 (Specific Tasks) in that office. Beyond such maintenance and availability of the Contractor Facility, telework arrangements are generally a matter of contractor judgment or business decision, as telework is not discouraged or prohibited by HUD for this

Amendment 0016 procurement. Any changes or exceptions in the location of performance must be approved in advance by the Contracting Officer and may not impact customer service.

36. 1.13.2.1.1.2 Office Facility on page 60

Changed From:

The Contractor shall maintain a fully staffed and equipped office within the existing boundaries of the awarded HOC jurisdiction. The Contractor shall maintain the physical property files referenced in Section 5.4.5 in that office. Any changes or exceptions in the location of performance must be approved in advance by the COR and may not impact customer service. All key personnel must be located in that office with full direct authority over all critical operations of the work required.

Changed to:

1.13.2.1.1.2 Office Facility

The Contractor shall maintain a staffed and equipped office within the existing boundaries of the awarded HOC jurisdiction. The Contractor shall maintain the physical property files referenced in Section 5.4.5 in that office. Any changes or exceptions in the location of performance must be approved in advance by the COR and may not impact customer service.

37. L.6 INSTRUCTIONS TO OFFERORS on Page 162

Changed from:

The government will not accept FAX or mailed copies of your proposal:

Offerors must email their proposals to Tyshanah.S.Holloway@hud.gov.

Changed to:

The government will not accept FAX or mailed copies of your proposal:

Offerors must email their proposals to SourcesSought@Hud.gov

38. PART II BUSINESS PROPOSAL on page 172

Changed from:

Documents shall contain the signed copy of all documents requiring signature of the Offeror.

Changed to:

Documents shall contain either a digital or blue ink signature of all documents requiring signature of the Offeror.