86545A18R00005_RFQ.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

HUD-NFNC

CHICAGO IL 60604-3507

METCALFE FEDERAL BUILDING

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

FHA-4AHH CODE 16. ADMINISTERED BYCODE

X

X

X

531320

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORHUD-NFNC

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

SMALL BUSINESS

08/03/2018 1400 CS

07/16/2018

(312)913-8507CARMELLA SPEER

(No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

86545A18R00005

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 63 RCS-HU-2018-00015OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

77 WEST JACKSON BLVD ROOM 2517

TELEPHONE NO.

17a. CONTRACTOR/

ATLANTA GA 30303-2806

FIVE POINTS PLAZA

40 MARIETTA STREET

FHA-4AHH

15. DELIVER TO

CHICAGO IL 60604-3507

77 WEST JACKSON BLVD ROOM 2517

METCALFE FEDERAL BUILDING

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$7.5

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

US DEPARTMENT OF HUD

EDWOSB

NAICS:

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Perform Field Review Appraisals in IL - Cook, DuPage, Lake, Winnebago, Boone, McHenry, Dekalb, Kane, Kendall and Will counties.

All work must be completed in accordance with the enclosed Statement of Work.

Period of Performance: 09/18/2018 to 09/17/2019

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

LISA X. SIMON-LEWIS 07/16/2018

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

63 2 of

SOLICITATION 86545A18R00005

FIELD REVIEW OF APPRAISALS

SUPPLIES OR SERVICES AND PRICES/COSTS

ADDENDUM TO 52.212-1 INSTRUCTIONS TO OFFERORS – COMMERCIAL ITEMS (JAN

2017)

1. DESCRIPTION

1.1 This is a combined synopsis/solicitation for commercial services prepared in accordance with the format in Federal Acquisition (FAR)

Regulation Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotations are being requested and a written solicitation will not be issued.

1.2 The U. S. Department of Housing and Urban Development (HUD) is issuing Request for Quotes (RFQ) Number 86545A18R00005 for field review of appraisals covering Cook, DuPage, Lake, Winnebago, Boone, McHenry, Dekalb, Kane, Kendall and Will counties located in the State of Illinois in support HUD Atlanta Homeownership Center (HOC), Office of Single Family Housing, The proposed RFP is for a Indefinite

Quantity Fixed Unit Price Task Order under the Federal Acquisition

Regulation (FAR), Streamlined Procedures for Evaluation and

Solicitation for Commercial Items.

1.3 The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-99 updated as of June 15, 2018.

1.4 This is 100% Small Business Set-Aside. The NAICS code is 531320 and the size standard is $7.5 million.

1.5 This is a five-year task order contract. This is an indefinite quantity fixed-unit-rate contract.

1.6 This is a competitive solicitation. Prospective offerors are asked to review the entire RFQ prior to the submission of a proposal.

Prospective offerors submission must clearly address the Selection

Criteria stated in the RFQ.

1.7 Prospective offerors must provide a clear and legible Tax

Identification Number (TIN) and Data Universal Numbering System (DUNS)

Number.

1.8 Questions regarding the RFQ must be submitted in writing to the attention of Carmella L. Speer, Contract Specialist, U. S. Department of HUD, Chicago Contracting Operations Branch, 77 West Jackson

Boulevard, Room 2517, Chicago, Il 60604-3507, via e-mail to carmella.l.speer@hud.gov within 7 calendar days from this announcement.

1.9 Quotation submissions are due on August 03, 2018 @ 2:00PM Central

Time.

1.10 Successful offeror must be registered in SAM system at:

http://sam.gov. HUD intends to award a contract to the responsible offeror whose quote submission conforming to the RFQ will be the most advantageous and offers the overall best value to the Government, price and other factors considered. HUD may issue a contract to other than the lowest priced offeror.

1.11 One (1) electronic copy of the proposal shall be submitted via email and one (1) CD Rom must be submitted to the Chicago Office of the Chief Procurement Office, Chicago Field Contracting Operations

Branch, 77 W. Jackson Blvd., Room 2517, Chicago, Illinois 60604-3507.

2. PRICE SCHEDULE

As total compensation for all services performed in accordance with the terms, conditions, and specifications stated herein, the contractor will be paid the fixed unit price according to the price listed below. The estimated minimum quantity of field review appraisals is 30. The estimated maximum quantity of field review appraisals is 250. The best estimated quantity for the life of the contract is 125.

CLIN Description Quantity Unit Unit Price Amount

CLIN 0001 Field Review of Appraisals

Ordering

Period:

Effective date of the contract, to one year thereafter

50 EA $ $

CLIN 0002 Field Review

Period: One

50 EA $ $

mailto:carmella.l.speer@hud.gov year after the effective date of the contract, to 2 years thereafter

CLIN 0003 Field Review

Period: Two years after the effective date of the contract, to 3 years thereafter

50 EA $ $

CLIN 0004 Field Review

Period: Three years after the effective date of the contract, to 4 years thereafter

50 EA $ $

CLIN 0005 Field Review

Period: Four years after the effective date of the contract, to 5 years thereafter

50 EA $ $

3. DELIVERY AND ACCEPTANCE

Delivery date of each assigned inspection is in accordance with the

Statement of Work (SOW). The Contracting Officer’s Representative

(COR) will approve and accept contract deliverables.

(End of Addendum)

STATEMENT OF WORK (SOW)

For

FIELD REVIEW OF APPRAISAL SERVICE

1. SCOPE OF WORK

The contractor shall be responsible for the management and administration of all tasks assigned under the contract and shall furnish the necessary personnel, materials, labor, services (including all transportation that may be needed) necessary to conduct field reviews of appraisals of 1-4 unit family properties for the Department of Housing and Urban Development (HUD) Atlanta Homeownership Center

(HOC).

1.1. BACKGROUND INFORMATION

HUD has established a quarterly requirement with a deadline to review a percentage of Federal Housing Administration (FHA) roster appraisers, evaluate the findings, and recommend actions/sanctions for those appraisers who are found not to be performing in a satisfactory manner. These reviews are a Departmental priority for the purpose of removal of unsatisfactory performing appraisers as expeditiously as possible. To facilitate this requirement, the Atlanta HOC utilizes

State Certified Appraisers to perform the on-site field reviews of properties and/or appraisals. The performance of the contractor is a vital link in the process. Providing these services in a timely manner is critical to this process and to HUD’s mission. It is essential that the contractor meet the time frames/deadlines established in the resulting contract.

1.2. GEOGRAHIC AREA OF CONSIDERATION

Services under the resulting contract will be performed in the State of Indiana for the following counties: Marion, Hancock, Hendricks, Morgan, Johnson, Shelby, Boone, Hamilton, Madison, Brown and Putnam.

These locales are under jurisdiction of the Atlanta Homeownership

Center (HOC).

1.3. PERSONNEL QUALIFICATIONS AND RESTRICTIONS

Offeror must certify geographic competency for the stated geographic area of consideration compliant with the USPAP Scope of Work Rule, Ethics Rule, Competency Rule, Standard 1, Standard 3, Statements, and

Advisory Opinions. Offeror must submit the name, state certification number, and FHA Roster ID for each appraiser conducting reviews under the contract.

An appraiser who conducts field reviews under this contract must be certified as a “State Certified Appraiser” in the state where the appraisal field reviews will be performed and be in active status on the FHA appraiser roster. Upon contract award, and throughout the award period, the contractor must be, or, have on staff, at least one

(1) state certified appraiser who is an active FHA roster appraiser.

1.4. QUALITY CONTROL/PERFORMANCE ASSESSMENT

Acceptable Performance Level (APL), at a minimum, the contractor shall deliver 100% of the completed reviews error-free. For the purpose of this contract, an error is defined as follows:

Failure to complete work within the performance period as described in the Statement of Work (SOW).

Failure to deliver an acceptable and complete ARR and all attachments as described, via electronic media and hard copy as directed by the HOC.

The Government will evaluate the offeror’s Quality Control plan to assess the comprehensiveness of the plan to ensure successful satisfaction of the contract requirements set forth in the RFQ.

1.5. QUALITY ASSURANCE

During the performance period, the CORs will conduct periodic Quality

Control (QC) reviews of the work completed by the contractor. If during these reviews an appraisal review is found to be unacceptable due to the contractor’s errors or omissions, the CORs will direct the contractor to reevaluate a specific property and/or appraisal in accordance with the HUD Clause 2452.246-70, Inspection and Acceptance.

The contractor shall not receive any additional compensation. The reevaluation shall be completed under the same deadline and the contractor shall comply with all contract requirements applicable to the initial review.

1.6. OPERATING HOURS

The Atlanta HOC hours of operation are Monday through Friday 8:00AM to

4:30PM Eastern Standard Time. The FHA Connection web-based system operational hours for data input are Monday through Friday, 8:00AM to

9:00PM and Saturday, 8:00AM to 8:00PM Eastern Standard Time. The contractor may request information necessary to complete all tasks under the statement of work during the Atlanta HOC hours of operation.

1.7. INSPECTION OF RECORDS AND FILES

The contractor shall maintain all contract records, reports, correspondence and supporting data in accordance with the Uniform

Standards of Professional Appraisal Practices (USPAP) and maintain copies for the period specified therein. If requested during this period, all records shall be available for review by the CORs.

2. SPECIFIC TASKS

2.1. The contractor shall be responsible for the management and administration of all tasks assigned under the contract and shall furnish the necessary personnel, materials, labor, services (including all transportation that may be needed), equipment to include digital photographic capability (requirements outlined in C.2.8), internet access i.e. Broadband, DSL, direct dial, (HUD’s minimum browser requirements for the web-based system is Netscape 6.2 or Internet

Explorer 5.5) and any required computer software necessary or incidental to perform the tasks specified herein. HUD will deliver

Appraisal Review Packages to the contractor via overnight delivery, regular mail service, or in Portable Document Format (.pdf) via internet email service. Receipt of Appraisal Review assignments will be acknowledged by method transmitted: signature for overnight delivery or regular mail service, and electronic receipt of internet email deliver.

2.2. The contractor shall perform, as assigned by the HOC, on-site field review of appraisals completed by appraisers on the FHA roster.

For each review assignment, the contractor shall inspect the property and return a completed signed Appraisal Review Report (ARR) to the

HOC. The completed ARR shall be returned to the HOC via electronic transmission (FHA Connection and/or other electronic media) and followed by a mailed hard copy of the complete review, unless otherwise directed by the HOC, as well as all attachments. The hard copy shall be sent so it is received by the HOC no later than 15 business days from the date of receipt of the ARP.

2.3. A Field Review of Appraisal is accomplished by the field reviewer contacting the homeowner by telephone and schedule an appointment

(copies of homeowner’s letters will be sent to the contractor). If the homeowner grants permission, the field reviewer shall complete the interior and exterior review. To assist in this effort, HOC staff will send an advance introduction letter to the homeowner alerting them that a field reviewer will be contacting them shortly to schedule an appointment. When access to the property is denied for the Field

Appraisal Review, the contractor shall fully document attempts made to obtain access to the property and complete an exterior review. (See

2.5)

2.4. Field Review of Appraisal: The contractor shall conduct an interior and exterior review whenever possible. Each interior/exterior review shall determine the accuracy and quality of the appraisal by ensuring that the factual information included in the appraisal report is correctly reported and supported. If the contractor determines the factual information included in the original appraisal report is not correctly reported, the contractor shall identify the incorrect information and provide the correct information supported by a copy of the contractor’s data source for each review. This inspection shall be completed in a way that allows the reporting of any readily observable defective conditions that do not meet HUD Minimum Property Standards

(MPS) or Minimum Property Requirements (MPR). The contractor shall document any unusual items, noticeable defects and/or oversights not reported by the original appraiser, which could affect the health and safety of the occupants or continued marketability of the property.

The Field Reviewer must also perform an exterior inspection of the comparables submitted in the original appraisal as well as any additional comparables used in their ARR. All data reported by the original appraiser for the subject and comparables must be verified.

Adjustments for certain parts of the appraisal (i.e. location, site, neighborhood boundaries) are subjective opinions. However, the Field

Reviewer is required to analyze the adjustments in the original report and comment on their reasonableness. When discrepancies are noted, the

Field Reviewer must provide a narrative explanation that includes supporting documentation necessary to sustain each adverse finding that is not otherwise obvious within the appraisal report. When adjustments affect value, the Field Reviewer is required to re-grid the comparables. If it is determined that there are comparables that are more suitable, the Field Reviewer is required to provide a new sales grid with pictures of the new comparables and an opinion of value.

2.5. Exterior Only Review: In cases where the contractor cannot gain access to the property, an exterior only review will be conducted.

Exterior only reviews consist of driving by and taking a photo of the front of the subject property and comparables from the street.

2.6. The original appraiser has applied standard appraisal principles per the Uniform Standards of Professional Appraisal Practice (USPAP) and complied with HUD guidelines found in FHA Single Family Housing

Policy Handbook 4000.1; HUD Handbook 4145.1 Rev 2, Change 1, Architectural Processing and Inspections for Home Mortgage Insurance and current mortgagee letters. These documents can be accessed through the following web link:

www.hud.gov/offices/adm/hudclips/

2.7. The contractor’s field review findings for each property inspected shall be documented on the ARR and shall be fully completed and signed by the contractor. The review comments shall be specific and limited to violation items presented in a constructive manner so that the roster appraiser understands those areas of the report which are unacceptable, and which need improvement. The ARR and attachments shall be returned to the HOC via electronic transmission (FHA

Connection and/or other electronic media as directed) followed by a mailed hard copy via overnight mail.

2.8. Digital photographs are required and shall include: the interior

(photographs to show representative interior rooms and layout), whenever an interior inspection is performed; exterior (photographs to show the front, rear, and sides) of the subject and all the appurtenant structures; missed repair conditions for the subject; and exterior (front only) of the comparable sales, including any new comparables the contractor used. The photographs shall be in focus with adequate lighting to permit the viewer to identify the property and the deficiency items. Third party photographs are unacceptable.

If the rear of the property cannot be accessed for safety reasons, the contractor shall fully document the file. A minimum camera resolution of 800x600 in JPEG medium quality format at 200DPI with a 4X6 image size is required.

2.9. In the event the contractor is needed to provide expert testimony and give depositions, or otherwise participate in litigation with HUD, a separate contract will be issued to cover the contractor’s cost.

2.10. The contractor shall present to the homeowner the HOC Homeowner

Introductory Letter on all interior reviews.

2.11. The contractor, including any of its employees (full or part time), subcontractors or consultants must avoid conflicts of interest that affect, either in reality or in appearance, the credibility of the field review report. The contractor and any of the contractor’s http://www.hud.gov/offices/adm/hudclips/ employees or subcontractors may continue to serve on the FHA Appraiser

Roster and perform FHA appraisals. Also, they must not have any financial interest, affiliation or interest, direct or indirect, in the property being reviewed the appraiser who performed the appraisal or the builder or seller of the property.

2.12. Nondisclosure of information. Neither the contractor nor any of its employees, subcontractors or consultants shall divulge or release data or information developed or obtained during performance of this contract, except to authorize HUD personnel with an established need to know or upon written approval of the Contracting Officer.

Information contained in all source documents and other exhibits provided by HUD are the sole property of HUD.

3. GOVERNMENT FURNISHED INFORMATION AND SERVICES

3.1. FHA Connection. HUD will provide access to the FHA Connection web-based system in order for the contractor to complete all tasks required under the resulting contract.

4. DEFINITIONS

4.1. STANDARD DEFINITIONS.

4.1.2. Contract. A mutually binding legal document obligating the contractor to furnish services and HUD to pay for them.

4.1.3. Contracting Officer (CO/KO). A person with the authority to enter into, administer, and/or terminate contracts and make related determinations and findings.

4.1.4. Days. Business days, unless otherwise specified.

4.1.5. HUD. The U.S. Department of Housing and Urban Development. The terms "Department of Housing and Urban Development", "HUD" and

"Government" shall be synonymous and may be used interchangeably in this contract.

4.1.6. QUALITY ASSURANCE. Those actions taken by the Government to assure services meet the requirements of the SOW and all other service outputs.

4.1.7. QUALITY CONTROL. Those actions taken by a Contractor to control the performance of services so that they meet the requirements of the

SOW.

4.2. TECHNICAL DEFINITIONS AND ACRONYMS SPECIFIC TO THIS SOW.

4.2.1. ARP. Appraisal Review Package. An assignment of a number of reviews sent together in one package.

4.2.2. ARR. Appraisal Review Report.

4.2.3. FHA. Federal Housing Administration.

4.2.4. FHA Roster. List of appraisers posted on the FHA Connection who are approved to perform FHA appraisals.

4.2.5 CORs. A person responsible for ensuring that contractors meet the commitment of their contracts. They warrant proper development of requirements and assist Contracting Officers in managing their contracts.

4.2.6. HOC. Homeownership Center

Atlanta Homeownership Center

U.S. Depart. of Housing and Urban Development

Five Points Plaza

40 Marietta Street

Atlanta, GA 30303

4.2.7. M&M. Management and Marketing contractor. The name of the M&M will be provided upon contract award.

4.2.8. REO. Real Estate Owned.

4.2.9. Single-Family Properties. Properties with one to four (1-4) units.

4.2.10. USPAP. Uniform Standards of Professional Appraisal Practice.

(End of SOW)

52.212-1 INSTRUCTIONS TO OFFERORS - COMMERCIAL ITEMS. (JAN 2017)

52.212-2 EVALUATION - COMMERCIAL ITEMS. (OCT 2014)

(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate offers:

Factors 1-3 shall be evaluated on a “go/no go” basis. If the quote has been determined to be a “go” on Factors 1-3, then Factor 4 will be evaluated for the lowest price. In order to be considered for further evaluation for Factor 4, an offeror must first be determined

“Technically Acceptable.”

EVALUATION APPROACH

A. The Government will evaluate each quote using a Lowest Price

Technically Acceptable (LPTA) informal source selection approach.

B. All quotes will be subjected to an initial screening by the

Contracting Officer to determine whether the information is complete and provided in accordance with the instructions of the

RFQ, and whether they warrant further consideration. Each offeror’s quote will be screened to ascertain whether the offeror has provided a written technical approach, and a price quote in accordance with the requirements of the RFQ. Quotes that are considered incomplete after the initial screening process shall be rejected and offerors notified in writing they are no longer eligible for further consideration. A quote determined to be unreasonable, unrealistic, grossly inaccurate, and negligently incomplete in terms of price will not be considered for award.

C. In accordance with FAR 52.215-1, the Government reserves the right to make award without discussions based solely upon initial offers, and without providing the opportunity for offerors to submit revised proposals. Therefore, the offeror’s initial proposal should contain the offeror’s best terms from a technical and price standpoint.

EVALUATION FACTORS

The Government will evaluate each quote to determine acceptability (price excluded). In order to be technically acceptable, the offeror shall meet the following criteria on a “go/no go” basis. One “no go” will render the offeror technically unacceptable.

FACTOR 1. Prior Relevant Experience - The offeror shall provide documented evidence of at least three (3) years of prior relevant experience similar with appraising and reviewing 1 - 4 unit properties and FHA insured properties similar in nature to those required. The offeror must identify the predominant product or service provided, and the names, title, addresses, telephone numbers, fax numbers, and e-mail addresses (if available) of at least two people familiar with the offeror’s experience. The offeror must provide a statement certifying geographic competency for the geographic area of consideration compliant with the USPAP Scope of Work Rule, Ethics

Rule, Competency Rule, Standard 1, Standard 3, Statements and Advisory

Opinions. The offeror’s prior relevant experience will be evaluated to assess the offeror’s understanding and ability to perform Field

Review Appraisal services.

FACTOR 2. Past Performance - The offeror shall provide documented evidence of past performance information regarding the three most recent contracts held by the contractor, whether Government or private sector, or performance information as conveyed by three (3) customers regarding past performance. The information shall include the names, title, addresses, telephone numbers, fax numbers, and e-mail addresses (if available) of the customers for each contract including a brief description of the services performed and the total contract value.

Past performance will be assigned a rating of Excellent, Good, Fair, Poor, Unsatisfactory or Neutral. An offeror whose quote demonstrates no past performance will be rated as neutral and will not be evaluated favorable or unfavorable on past performance. The offeror's past performance surveys will be evaluated as an indicator of the offeror’s ability to perform Field Review of Appraisal services described in the Statement of Work.

If the Contracting Officer obtains an “unsatisfactory” rating from a reference, or negative past performance information from any other source on which the offeror has not had a previous opportunity to comment, and the past performance factor is the determining factor preventing the offeror from being eligible for an award, the offeror will be afforded the opportunity to comment on the negative information. This communication is not considered to be discussions, but rather is considered to be a permitted limited exchange of information.

FACTOR 3. Technical Acceptability

A. Personnel Qualifications. The offeror must identify all Key

Personnel and any persons proposed to conduct field review of appraisals under the resulting contract. An appraiser who conducts field reviews under this contract must be certified as a “State Certified Appraiser” in the state where the appraisal field reviews will be performed and be on the FHA Appraiser

Roster at the time of award of this contract. Upon contract award, and throughout the award period, the contractor must be, or, have on staff, at least one (1) state certified appraiser who is an active FHA Roster Appraiser. The offeror must disclose any licensing sanction(s) past or pending and knowledge of any listing on a lender exclusionary list (potential bias).

Offeror must provide the name, current copy of the state certification and evidence of active status on the FHA

Appraiser Roster for all employees, subcontractors, or consultants performing field reviews of appraisals under this contract. Employees, subcontractors, or consultants of the offeror must provide a statement certifying geographic competency for the geographic area of consideration compliant with the USPAP Scope of Work Rule, Ethics Rule, Competency

Rule, Standard 1, Standard 3, Statements and Advisory Opinions.

The Government will evaluate the proposed personnel qualification to assess the offeror’s understanding of the requirement and ability to provide personnel with the required experience to fulfill the requirements of the Statement of Work.

B. Quality Control Plan - Offeror shall submit a quality control plan that at a minimum address how they will ensure Appraisal

Review Reports (ARR) are 100% complete, accurate, error free, and returned within the time frames established in the

Statement of Work. The Government will evaluate the Offeror’s

Quality Control plan to assess the comprehensiveness of the plan to ensure successful satisfaction of the contract requirements.

Quality Control (QC) is a system of routine technical activities, to measure and control the quality and use of approved standardized procedures, including:

• Feasibility

▪ Workload assessment/time management. QC includes protocol assuring timely delivery.

▪ Conflict of Interest: Determine and disclose prior appraisal or review of appraisal within the past 3 years for any assigned case. (USPAP requirement, appraiser should probably recuse self from assignment.)

• Implementation

▪ Determination of resources necessary to fulfill scope of work: education, data.

▪ Information Resources: Acquisition, maintenance and continuity of data sources. Update, maintenance of proprietary data systems.

• Control System

▪ Routine and consistent checks to ensure data integrity, correctness and completeness. Data sources specifically annotated: e.g. MLS numbers, Deed Book/Page for official public records, GIS coordinate location for all property documented.

• Remedial Action

▪ Quality Assurance: Planned system of review procedures conducted by qualified person not directly involved in the development process.

• Record Keeping

▪ Method: Processes, media

▪ Confidentiality: FHA, appraiser reviewed, lender, borrower

▪ Information Security

FACTOR 4. Price - The Government will evaluate the offeror’s total price analysis techniques identified in FAR 15.404-1. As total compensation for all on-site field review of appraisals assigned under the resulting contract, HUD will pay the contractor a fixed unit price per field review of appraisal. The unit price per field review of appraisals shall include all cost associated with performing all the tasks required under the Statement of Work (i.e., postage, shipping, and travel). Price will be assessed for completeness and reasonableness as follows:

A. Completeness – To be complete, the offeror must provide all pricing information for the established contract line items set forth in Supplies or Services and Prices/Costs Table of the

Request for Quote and supports the technical acceptability factor. The government will assess the extent to which the price quote complies with the content and format requirements set forth in the Request for Quote.

B. Price Reasonableness – The offeror’s proposed pricing information will be evaluated to determine whether they are unreasonably high or low in relation to proposed pricing information received from other offerors. In the event adequate price competition is not received, the Government may use previous contract prices to determine price reasonableness.

Comparison to the market value pricing for similar services being currently performed and the Independent Government Cost

Estimate (IGCE) may also be used in determining reasonableness.

DEFINITIONS

A. Technically Acceptable is defined as any evaluated quote that can be awarded “as is” with no discussions. Quote contains no deficiencies and/or weaknesses. RFQ meets or exceeds the

Government’s minimum needs and the Government is confident that the offeror can successfully perform the services.

B. Technically Unacceptable is defined as any offeror's quote that fails to provide and/or include sufficient information in their quote to determine that the acceptability criteria have been met for all the requirements of the Statement of Work.

Technical and past performance, when combined, are equal to price.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced.

Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer's specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS-COMMERCIAL ITEMS.

(NOV 2017)

The Offeror shall complete only paragraph (b) of this provision if the

Offeror has completed the annual representations and certification electronically via the System for Award Management (SAM) Web site located at https://www.sam.gov/portal. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through

(u) of this provision.

(a) Definitions. As used in this provision-

Economically disadvantaged women-owned small business (EDWOSB) concern means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

Forced or indentured child labor means all work or service-

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

Highest-level owner means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest-level owner.

Immediate owner means an entity, other than the offeror, that has direct control of the offeror. Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

Inverted domestic corporation means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6

U.S.C. 395(b), applied in accordance with the rules and definitions of

6 U.S.C. 395(c).

Manufactured end product means any end product in product and service codes (PSCs) 1000-9999, except-

(1) PSC 5510, Lumber and Related Basic Wood Materials;

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

(5) PSC 9410, Crude Grades of Plant Materials;

(6) PSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) PSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) PSC 9610, Ores;

(9) PSC 9620, Minerals, Natural and Synthetic; and

(10) PSC 9630, Additive Metal Materials.

Place of manufacture means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

Predecessor means an entity that is replaced by a successor and includes any predecessors of the predecessor.

Restricted business operations means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate-

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Sensitive technology-

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically-

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency

Economic Powers Act (50 U.S.C. 1702(b)(3)).

Service-disabled veteran-owned small business concern-

(1) Means a small business concern-

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C.

101(2), with a disability that is service-connected, as defined in 38

U.S.C. 101(16).

Small business concern means a concern, including its affiliates, that is independently owned and operated, not dominant in the field of operation in which it is bidding on Government contracts, and qualified as a small business under the criteria in 13 CFR Part 121 and size standards in this solicitation.

Small disadvantaged business concern, consistent with 13 CFR 124.1002, means a small business concern under the size standard applicable to the acquisition, that-

(1) Is at least 51 percent unconditionally and directly owned (as defined at 13 CFR 124.105) by-

(i) One or more socially disadvantaged (as defined at 13 CFR 124.103) and economically disadvantaged (as defined at 13 CFR 124.104) individuals who are citizens of the United States; and

(ii) Each individual claiming economic disadvantage has a net worth not exceeding $750,000 after taking into account the applicable exclusions set forth at 13 CFR 124.104(c)(2); and

(2) The management and daily business operations of which are controlled (as defined at 13.CFR 124.106) by individuals, who meet the criteria in paragraphs (1)(i) and (ii) of this definition.

Subsidiary means an entity in which more than 50 percent of the entity is owned-

(1) Directly by a parent corporation; or

(2) Through another subsidiary of a parent corporation.

Successor means an entity that has replaced a predecessor by acquiring the assets and carrying out the affairs of the predecessor under a new name (often through acquisition or merger). The term "successor" does not include new offices/divisions of the same company or a company that only changes its name. The extent of the responsibility of the successor for the liabilities of the predecessor may vary, depending on State law and specific circumstances.

Veteran-owned small business concern means a small business concern-

(1) Not less than 51 percent of which is owned by one or more veterans

(as defined at 38 U.S.C. 101(2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and

(2) The management and daily business operations of which are controlled by one or more veterans.

Women-owned business concern means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of its stock is owned by one or more women; and whose management and daily business operations are controlled by one or more women.

Women-owned small business concern means a small business concern-

(1) That is at least 51 percent owned by one or more women; or, in the case of any publicly owned business, at least 51 percent of the stock of which is owned by one or more women; and

(2) Whose management and daily business operations are controlled by one or more women.

Women-owned small business (WOSB) concern eligible under the WOSB

Program (in accordance with 13 CFR part 127), means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United

States.

(b)(1) Annual Representations and Certifications. Any changes provided by the offeror in paragraph (b)(2) of this provision do not automatically change the representations and certifications posted on the SAM website.

(2) The offeror has completed the annual representations and certifications electronically via the SAM website accessed through http://www.acquisition.gov. After reviewing the SAM database information, the offeror verifies by submission of this offer that the representations and certifications currently posted electronically at

FAR 52.212-3, Offeror Representations and Certifications-Commercial

Items, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation

(including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs _____.

(Offeror to identify the applicable paragraphs at (c) through (u) of this provision that the offeror has completed for the purposes of this solicitation only, if any.

These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer.

Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted electronically on SAM.)

(c) Offerors must complete the following representations when the resulting contract will be performed in the United States or its outlying areas. Check all that apply.

(1) Small business concern. The offeror represents as part of its offer that it ___ is, ___ is not a small business concern.

(2) Veteran-owned small business concern. (Complete only if the offeror represented itself as a small business concern in paragraph

(c)(1) of this provision.) The offeror represents as part of its offer that it ___ is, ___ is not a veteran-owned small business concern.

(3) Service-disabled veteran-owned small business concern. (Complete only if the offeror represented itself as a veteran-owned small business concern in paragraph (c)(2) of this provision.) The offeror represents as part of its offer that it ___ is, ___ is not a service-disabled veteran-owned small business concern.

(4) Small disadvantaged business concern. (Complete only if the offeror represented itself as a small business concern in paragraph

(c)(1) of this provision.) The offeror represents that it ___ is, ___ is not a small disadvantaged business concern as defined in 13 CFR

124.1002.

(5) Women-owned small business concern. (Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.) The offeror represents that it ___ is, ___ is not a women-owned small business concern.

(6) WOSB concern eligible under the WOSB Program. (Complete only if the offeror represented itself as a women-owned small business concern in paragraph (c)(5) of this provision.) The offeror represents that-

(i) It ___ is, ___ is not a WOSB concern eligible under the WOSB

Program, has provided all the required documents to the WOSB

Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It ___ is, ___ is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph

(c)(6)(i) of this provision is accurate for each WOSB concern eligible under the WOSB Program participating in the joint venture. (The offeror shall enter the name or names of the WOSB concern eligible under the WOSB Program and other small businesses that are participating in the joint venture: ________________________________.)

Each WOSB concern eligible under the WOSB Program participating in the joint venture shall submit a separate signed copy of the WOSB representation.

(7) Economically disadvantaged women-owned small business (EDWOSB) concern. (Complete only if the offeror represented itself as a WOSB concern eligible under the WOSB Program in (c)(6) of this provision.)

The offeror represents that-

(i) It ___ is, ___ is not an EDWOSB concern, has provided all the required documents to the WOSB Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It ___ is, ___ is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph

(c)(7)(i) of this provision is accurate for each EDWOSB concern participating in the joint venture. (The offeror shall enter the name or names of the EDWOSB concern and other small businesses that are participating in the joint venture: _____________________.) Each

EDWOSB concern participating in the joint venture shall submit a separate signed copy of the EDWOSB representation.

Note to paragraphs (c)(8) and (9): Complete paragraphs (c)(8) and (9) only if this solicitation is expected to exceed the simplified acquisition threshold.

(8) Women-owned business concern (other than small business concern).

(Complete only if the offeror is a women-owned business concern and did not represent itself as a small business concern in paragraph

(c)(1) of this provision.) The offeror represents that it ___ is, a women-owned business concern.

(9) Tie bid priority for labor surplus area concerns. If this is an invitation for bid, small business offerors may identify the labor surplus areas in which costs to be incurred on account of manufacturing or production (by offeror or first-tier subcontractors) amount to more than 50 percent of the contract price:

(10) HUBZone small business concern. (Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.) The offeror represents, as part of its offer, that-

(i) It ____ is, ____ is not a HUBZone small business concern listed, on the date of this representation, on the List of Qualified HUBZone

Small Business Concerns maintained by the Small Business

Administration, and no material changes in ownership and control, principal office, or HUBZone employee percentage have occurred since it was certified in accordance with 13 CFR Part 126; and

(ii) It ____ is, ____ is not a HUBZone joint venture that complies with the requirements of 13 CFR Part 126, and the representation in paragraph (c)(10)(i) of this provision is accurate for each HUBZone small business concern participating in the HUBZone joint venture.

(The offeror shall enter the names of each of the HUBZone small business concerns participating in the HUBZone joint venture:

__________________.) Each HUBZone small business concern participating in the HUBZone joint venture shall submit a separate signed copy of the HUBZone representation.

(d) Representations required to implement provisions of Executive

Order 11246-

(1) Previous contracts and compliance. The offeror represents that-

(i) It ___ has, ___ has not participated in a previous contract or subcontract subject to the Equal Opportunity clause of this solicitation; and

(ii) It ___ has, ___ has not filed all required compliance reports.

(2) Affirmative Action Compliance. The offeror represents that-

(i) It ___ has developed and has on file, ___ has not developed and does not have on file, at each establishment, affirmative action programs required by rules and regulations of the Secretary of Labor

(41 CFR parts 60-1 and 60-2), or

(ii) It ___ has not previously had contracts subject to the written affirmative action programs requirement of the rules and regulations of the Secretary of Labor.

(e) Certification Regarding Payments to Influence Federal Transactions

(31 U.S.C. 1352). (Applies only if the contract is expected to exceed

$150,000.) By submission of its offer, the offeror certifies to the best…