8654618Q00003_1_Aug_18.pdf

TABLE OF CONTENTS FY18 SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86546A18Q00003

Table of Contents Page

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

SECTION C - DESCRIPTION/PERFORMANCE WORK STATEMENT

SECTION D - PACKAGING AND MARKING

SECTION E - INSPECTION AND ACCEPTANCE

SECTION F - DELIVERIES OR PERFORMANCE

SECTION G - CONTRACT ADMINISTRATION DATA

SECTION H - SPECIAL CONTRACT REQUIREMENTS

SECTION I - CONTRACT CLAUSES

SECTION J - LIST OF ATTACHMENTS……………………………………………………………………………43

SECTION K – REPRESENTATION, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS…44

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS…………………………….61

SECTION M – EVALUATION FACTORS FOR AWARD…………………………………………………………64

SECTION B – SUPPLIES OR SERVICES AND PRICES/COST SUBSCRIPTIONS AGENT SERVICES

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SECTION B - SUPPLIES OR SERVICES AND PRICES/COST PART

B.1 CONTRACT DEFINITION

This is a fixed priced contract under the authority of FAR Part 13.5- Program for Certain Commercial Items for performance of the services stated in Section C, Performance Work Statement.

B.2 DESCRIPTION OF SERVICES

The Contractor shall provide all management, supervision, personnel, equipment, materials, supplies, facilities, and other resources necessary to perform, schedule, coordinate, deliver, and assure effective performance of all tasks as defined in Section C.5. More specifically, the Contractor shall:

(1) Place orders for and make necessary payments for multiple subscriptions;

(2) Provide necessary login and subscription terms for online and hardcopy subscriptions; and

(3) Monitor track and report progress on renewal or expiration of existing subscriptions.

B.3 CONTRACT LINE ITEM NUMBERS AND PRICES

The quantities of subscriptions to be provided during the period are indicated in the tables below.

B.3.1 CONTRACT FIXED UNIT RATES AND TOTAL PRICES

TABLE I

CLIN

BASE YEAR

Description

Estimated Annual QTY Unit

Fixed Unit Rate

Extended Price

0001 Subscription Agent Services 1 LS

0001AA

Subscriptions (Fixed Price) (Not Separately Priced (NSP) See Section F for List 37 EA

0001AB

Subscription Administration Fee, (Fixed Price) (NSP) See Section F for List 37 EA

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TABLE II – Subscription Prices:

Title Media Publisher Start Date End Date Subscription Price Only

Agent Fee

TOTAL Subscription Price + Agent Fee

ALN Systems – Entire Nation Database

Online Edition

ALN Apartment Data Inc

03/01/2019 02/28/2020

Apartment Insights (Colorado Springs;

includes two previous subs) (Level C)

Email Colorado Apartment Insights, LLC

11/01/2018 10/31/2019

Apartment Insights (Denver and Fort Collins; includes two previous subs) (Level C)

Email Colorado Apartment Insights, LLC

01/01/2019 12/31/2019

Apartment Insights Level B (Metro Phoenix)

Digital + Online

RealData Inc 04/01/2019 03/31/2020

Apartment Insights Level B (Metro Seattle)

Online Edition

RealData Inc 10/01/2018 09/30/2019

Apartment Insights Level B (Metro Tacoma)

Online Edition

RealData Inc 10/01/2018 09/30/2019

Apartment Insights Level B (Metro Tucson)

Digital + Online

RealData Inc 04/01/2019 03/31/2020

Aptindex.com Database (Up to 40 Users)

Online Edition

Axiometrics Inc 09/29/2018 09/28/2019

Asheville Real Data Market: Apartment Market Report & Source

DataWizard Real Data LLC 01/01/2019 12/31/2019

Banker and Tradesman

Digital + Online

Banker and Tradesman

12/01/2018 11/30/2019

Bizjournals - Enterprise License - Includes 5 log-ins for each of 40 cities covered by bizjournals

Online Edition bizjournals.com 10/01/2018 09/30/2019

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Charleston Real Data Market:

Apartment Market Report & Source

DataWizard Real Data LLC 9/29/2018 9/28/2019

Charlotte Real Data Market: Apartment Market Report & Source

DataWizard Real Data LLC 10/01/2018 9/30/2019

Colorado Springs Metro Area Apartment Vacancy Study

Print + E-mail

Apartment Association of Southern Colorado

10/01/2018 09/30/2019

Columbia Real Data Market: Apartment Market Report & Source

DataWizard Real Data LLC 11/01/2018 10/31/2019

Crain's Chicago Business

Digital + Print

Crain Communications, Inc.

10/1/2018 09/30/2019

Crain's Cleveland Business

Print Crain Communications, Inc.

10/1/2018 09/30/2019

Crain's Detroit Business

Digital Only Crain Communications, Inc.

10/01/2018 09/30/2019

Denver Area Apartment Vacancy & Rent Study

Email Apartment Association of Metro Denver

10/01/2018 09/30/2019

Greater Nashville Apartment Market Survey

Print Greater Nashville Apartment Association

01/01/2019 12/31/2019

Greensboro Winston Salem Real Data Market:

Apartment Market Report & Source

DataWizard Real Data LLC 11/01/2018 10/31/2019

Greenville- Spartanburg Real Data Market:

Apartment Market Report & Source

DataWizard Real Data LLC 12/01/2018 11/30/2019

Jacksonville Real Data Market:

Apartment Market Report & Source

DataWizard Real Data LLC 11/01/2018 10/31/2019

MPF Yieldstar Apartment Reports

Print +Online

MPF Yieldstar 4/01/2019 3/31/2020

Multifamily Combo #3: Class A&B

Print + Online

Delta Associates 01/01/2019 12/31/2019

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Apartment Reports and Condo Report

Nashville Real Data Market: Apartment Market Report & Source

DataWizard Real Data LLC 11/01/2018 10/31/2019

Norfolk-Virginia Beach Real Data Market: Apartment Report & Source

DataWizard Real Data LLC 06/01/2019 05/31/2020

Orlando Real Data Market: Apartment Market Report & Source

DataWizard Real Data LLC 11/01/2018 10/31/2019

Philadelphia Class A Apartment Market Report

Print + Online

Delta Associates 10/1/2018 9/30/2019

Puget Sound Economic Forecaster

Print Western Washington University

10/01/2018 9/30/2019

Raleigh-Durham Real Data Market:

Apartment Market Report & Source

DataWizard Real Data LLC 02/01/2019 01/31/2020

Reis Subscriber Edition (Online Edition Up To 40 Users)

Online Edition

Reis, Inc. 10/01/2018 09/30/2019

Richmond Real Data Market:

Apartment Market Report & Source

DataWizard Real Data LLC 08/01/2019 07/31/2020

Savannah Real Data Market:

Apartment Market Report & Source

DataWizard Real Data LLC 08/01/2019 07/31/2020

Tall Timber Group Pittsburgh PA Development News

Email Tall Timber Group 10/1/2018 9/30/2019

Tampa Bay Real Data Market:

Apartment Market Report & Source

DataWizard Real Data LLC 09/01/2019 08/31/2020

Wilmington Real Data Market:

Apartment Market Report & Source

DataWizard Real Data LLC 01/01/2019 12/31/2019

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTIONS AGENT SERVICES

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SECTION C – DESCRIPTION/PERFORMANCE WORK STATEMENT (PWS)

1.1. Introduction:

This contract will allow the government to enter a contract with a subscription service agent that will purchase local housing market data for use by the HUD Field Economist staff. HUD will provide the subscription service company with a list of very specific housing-related data subscriptions. The vendor’s phone number, e-mail address and actual address with a contact person, will be provided. Subscriptions will be sent to various HUD field offices, as noted in the list of subscriptions that is attached.

1.2 Background:

The Department of Housing and Urban Development (HUD) insures an average of approximately $40 billion in multifamily rental projects each year. In doing so, it evaluates the market absorption potential for these projects and how they relate to existing projects in the market. HUD has two objectives. One is to avoid financing projects in markets where it is anticipated there will be an excess supply of rental units by the time the project is completed, thereby reducing the risk of default for the proposed project. The other is to avoid increasing vacancy levels above desired levels in the market to reduce the risk to financial viability of existing rental projects, some of whose mortgages HUD may have insured.

Most of HUD’s multifamily mortgage business is concentrated in metropolitan areas, especially large, fast-growing areas. Detailed information on the location, type, rents, and vacancy rates of existing and newly developed multifamily rental projects is highly valuable in estimating the impacts and potential absorption of rental projects applying for HUD mortgage insurance or subsidy assistance. A limited amount of rental vacancy rate data is available from the Bureau of the Census. This information, generally updated to the previous quarter or month, is collected in greater detail for multifamily rental projects by a limited number of firms that sell it to interested parties in a standardized format. HUD is interested in purchasing such data to assist it in carrying out its market analysis functions.

1.3 Constraints:

The services identified in this PWS will adhere to the rules, regulations, laws, standards, and conventions identified by HUD as well as within the Federal Government.

1.4 Description of Services

The subscription service agent contractor shall furnish all the professional, technical, and clerical personnel and services, materials equipment and facilities and shall do all things necessary for, or incidental to, the performance of the tasks listed below, unless otherwise stated. HUD will provide the subscription service company with a list of very specific housing-related data subscriptions. The vendor’s phone number, e-mail address and actual address with a contact person, will be provided. Subscriptions will be sent to various HUD field offices, as noted in the list of subscriptions that is attached. The subscription agent contractor shall be responsible for all monitoring, tracking, renewing, placing orders for multiple subscriptions and completing payment for each HUD subscription as required. As each subscription, has been paid or renewed, the Contracting Officer Representative (COR) will be notified of the payment and subscription terms.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTIONS AGENT SERVICES

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1.5 Non-Personal Services:

The Government will neither supervise Contractor employees nor control the method by which the

Contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual Contractor employees. It shall be the responsibility of the

Contractor to manage its employees and to guard against any actions that are of the nature of personal services, or give the perception of personal services.

If the Contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the Contractor's responsibility to notify the Contracting Officer (CO) immediately. These services shall not be used to perform work of a policy, decision making, or management nature, i.e. inherently

Government functions. All decisions relative to programs supported by the Contactor shall be the sole responsibility of the Government.

1.6 Period of Performance:

September 29, 2018 through September 28, 2019.

1.7 Place of Performance:

Place of performance will be at the contractor’s site.

1.8 Hours of Operation:

The Contractor is responsible for providing services between the hours of 8:00 AM to 5:00 PM Central

Standard Time Monday thru Friday except for Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closing, or similar Government directed facility closings. Weekly hours shall not exceed a forty (40) hour work week and a typical work day will be 8 hours each day Monday through Friday. The Government reserves the right to change hours of operation or restrict contractor access. Work outside of these daily hours is prohibited without Contracting Officer approval. Government agencies will not be available during scheduled holidays, inclement weather, weekends, and after duty hours.

The Contractor shall at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within the contract when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce is essential.

1.9 Special Qualifications:

Contract, Program, or Project Manager – The Contractor shall provide and designate a contract, program, or project manager who shall be responsible for the performance and quality of the work. The name of this person and an alternate (who shall act for the Contractor when the manager is absent for short periods of time) shall be identified in the Key Personnel section of the Contractor’s submittal. This submission shall be accompanied by the individual’s resume.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTIONS AGENT SERVICES

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The designee (or alternate on a short-term basis) shall have full authority to act for the Contractor on all contract matters relating to daily operations of this contract, ensuring the requirements of this PWS and the

Quality Control Plan are met.

Mandatory minimum requirements. Minimum 3 years’ experience managing subscriptions services similar to subscriptions in Section B. Bachelor’s degree or above preferred.

1.10 Post Award/Kickoff Conference:

The Contractor shall attend any post award conference convened by the contracting activity or contract administration office in accordance with FAR Subpart 42.5. See Section I, HUDAR 2452.237-79.

1.11 Status Meetings:

The Contracting Officer, Contracting Officer’s Representative (COR) and other Government personnel, as appropriate may meet periodically with the Contractor to also review Contractor performance, requirement status, etc. At these meetings, the Contracting Officer will apprise the Contractor of how the

Government views the Contractor's performance or progress of the requirement. The Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government. Post Award

Conference and subsequent meetings may be held via teleconference.

1.12 Contractor Travel:

This is not applicable to this contract.

1.13 Transition In:

Transition-in time is not applicable to this contract.

1.14 Transition Out:

Transition-out time is not applicable to this contract.

2.1 Definitions:

Business/Work Days - Every official work day of the week which are days between and including

Monday to Friday. This does not include public holidays and weekends.

Calendar Day - Any day of the week.

Contractor - A supplier or vendor awarded a contract to provide specific supplies or service to the

Government. The term used in this contract refers to the prime.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTIONS AGENT SERVICES

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Contracting Officer (CO) - A person with authority to enter, administer, and/or terminate contracts and make related determinations and findings on behalf of the Government. Note: the only individual who can legally bind the Government.

Contracting Officer’s Representative (COR) - An employee of the U.S. Government appointed by the

Contracting Officer to perform contract administration activities in regard to technical issues. This individual has authority to provide technical direction to the Contractor as long as direction is within the scope of the contract, does not constitute a change and has no funding implications. This individual does

NOT have authority to change the terms and conditions of the contract.

Defective Service - A service output that does not meet the standard of performance associated with the

Performance Work Statement.

Deliverable - Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

Performance Requirements Summary (PRS) - A listing of the performance requirements under the contract that are to be evaluated by the Government on a regular basis, performance indicators for these requirements, performance standards for these requirement and surveillance methods to be used to determine if performance standards are met.

Performance Standard - The Contractor's performance level required by the Government.

Quality Assurance (QA) - Policies and procedures adopted by the Government to ensure that supplies and services acquired under Government contracts conform to the contracts quality requirements.

Quality Control (QC) - All necessary measures taken by the Contractor to assure that the quality of an end product of service shall meet contract requirements.

Performance Work Statement (PWS) - A Performance Work Statement that describes the required results in clear, specific and objective terms with measurable outcomes.

Subcontractor - Any person, other than the prime Contractor, who offers to furnish or furnishes any supplies, material, equipment, or services of any kind under a prime contract or a subcontract entered into in connection with such prime contract, and any person who offers to furnish or furnishes general supplies to the prime contractor or a higher tier subcontractor. The Government does not have privity of contract with a subcontractor.

Work Week - Monday through Friday, unless specified otherwise.

2.2 Acronyms:

AQL - Acceptable Quality Level

CO - Contracting Officer

COR - Contracting Officer’s Representative

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTIONS AGENT SERVICES

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CPO - Office of the Chief Procurement Officer of HUD

HUD - U.S. Department of Housing and Urban Development

HUDAR - HUD Acquisition Regulation

N/A – Not Applicable

OCPO - Office of the Chief Procurement Officer

PD&R - Office of Policy, Development and Research

PM - Project Manager

POC - Point of Contact

QA - Quality Assurance

QCP - Quality Control Plan

3. Government-Furnished Property and Services: N/A

3.1 Government Services: N/A

3.2 Facilities: N/A

3.3 Equipment: N/A

3.4 Materials:

Copies of required materials may be provided to the Contractor in hard copy or soft copy. All materials will remain the property of the Government and will be returned to the COR upon request or at the end of the contract period.

3.5 Quality Assurance (QA):

The Government shall evaluate the Contractor's performance under this contract in accordance with the

Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government will do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable quality level.

4. Contractor-Furnished Items and Services:

The Contractor shall furnish, all facilities, equipment, and supplies required to perform the work under this contract that are not listed under Government-Furnished Property and Services.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTIONS AGENT SERVICES

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4.1 Facilities:

The contractor shall furnish facilities to meet the requirements under this PWS.

4.2 Equipment:

The contractor shall furnish all equipment to meet the requirements under this PWS.

4.3 Material:

The contractor shall furnish all materials to meet the requirements under this PWS.

4.4 Contractor Responsibilities:

The Contractor shall only conduct business with designated Government personnel listed as points of contact (POCs). Names of authorized personnel shall be provided to the Contractor by the Government, in writing, and updated as necessary throughout the contract period.

U.S. Government records, copies of original results and reports, verified original data, corrected data and corrected supporting final reports which are maintained by the Contractor remain the property of the U.S.

Government. These files/results must be surrendered to the COR.

4.5 Contractor Personnel:

The Contractor shall provide a Contract/Project Manager who shall be responsible for the performance of work. An alternate shall also be designated to act in the absence of the Contract/Project Manager. 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 Manager and alternate shall have full authority to act on all contact 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 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 points of contact shall each be an employee of the Contractor. An employee of a subcontractor is not acceptable for either of these positions. The Contract/Project Manager or alternate shall be available between the hours of 8:00am to 5:30pm Monday through Friday EST, except Federal

Holidays or when the Government facility is closed for administrative reasons.

The contractor shall be responsible for safeguarding all subscription User IDs and other related subscription information. The contractor shall be held liable for loss or misuse of User IDs caused such as neglect, negligence of employees and subcontractors, failure to secure User IDs, or other misconduct by the contractor’s employees.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTIONS AGENT SERVICES

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Deliverables:

Identification of Contract Manager

4.6 Identification of Contractor Employees:

When conversing with Government personnel during business meetings, over the telephone, or via electronic mail, Contractor/subcontractor personnel shall identify themselves as such to avoid situations arising where sensitive topics might be better discussed solely between Government employees. Contractors/subcontractors shall identify themselves on any attendance sheet or any coordination documents they may review. Electronic mail signature blocks shall identify their company affiliation.

4.7 Quality Control:

The Contractor shall establish and maintain a complete quality control program that shall ensure services are performed in accordance with this contract. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-reoccurrence of defective services. The Contractor's quality control program is the means by which he assures himself that his work complies with the requirements of the contract. The Contractor shall provide the associated Quality Control Plan to the Government as directed.

4.7.1 Quality Control Plan:

The Contractor shall develop, maintain, enforce, and document a Quality Control Plan (QCP). The QCP shall ensure the Government receives the level of quality that is consistent with the requirements specified in this contract. The QCP shall be sufficiently detailed to provide the Contractor's methodology for identifying and recruiting qualified personnel. The QCP shall also provide the Contractor's methodology for resolving problems identified in the Performance Requirements Summary (PRS). The QCP shall also provide the Contractor's methodology for establishing an internal feedback system for support personnel, and for resolving problems identified by that feedback system. The QCP shall demonstrate and validate that the services or deliverables to be provided under the contract are completed with a level of quality that meets the minimum performance threshold established in the Government's Performance

Requirements Summary (PRS). The QCP shall address Quality Management Approach, Quality

Assurance, Quality Control and Quality Standards.

Deliverables

Quality Control Plan

5. Specific Tasks:

5.1. Subscriptions Agent Services – The Contractor shall provide subscriptions agent services for

PD&R. The subscription service company shall place the orders, make the payments and determine renewal dates. The HUD Government Contracting Officer’s Representative (COR) must approve all orders before payment is made. When a subscription has been paid, or renewed, the recipient of the subscription as well as the Contracting Officer’s Representative (COR) will be notified of the payment and subscription terms.

5.1.1 The subscription service company shall enter subscriptions into its database within one month of

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTIONS AGENT SERVICES

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Page 13 of 67 Section C contract date. After entering the subscriptions, a list of all subscriptions will be generated and verified with the COR. Subscriptions shall be paid based on the date of expiration (those expiring first will be paid first). No back orders shall be paid without consent of the COR.

Standard: Timeliness of subscription renewals

AQL: Not more than two subscriptions are more than one week late of starting past expiration date

Deliverables

Subscription Report

5.1.2 The COR will be available to assist in any questions about the subscriptions. If HUD has negotiated for lower rates, this information will be passed on to the subscription service company.

5.1.3 The subscription service company shall ensure that all subscriptions are sent to the appropriate Field

Economist. The appropriate Field Economist and the Contracting Officer’s Representative (COR) must be notified of all transactions, including price, frequency and expiration of each subscription.

Standard: Providing timely online subscription login access information:

AQL: Not later than 15 days after subscription start date

5.1.4 A list of proposed data subscriptions is included with the expiration date of the subscriptions. This list may be modified during the contract and subscriptions may be added and deleted. Each change will require alterations to the database that must be verified again with the COR.

5.1.5 The company may be paid a fixed amount based on the cost of the subscription. A minimum amount for small subscriptions may be requested.

5.1.6 Work Plan: The contractor shall submit a work plan that:

WORK PLAN

Activity Date

Enter all proposed subscriptions in database and provide list of subscriptions and recipients to COR

Within one month of Contract Award

Provide invoices to COR for approval Start with those that are close to expiration and send payments two months before expiration. This is an ongoing activity that will begin within six weeks of contract award.

Add or subtract subscriptions Allow six weeks to add to database, have COR verify, prepare new invoice and have it approved by the COR.

Deliverables:

Work Plan

5.2 SUBSCRIPTION LIST

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTIONS AGENT SERVICES

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Deliverables: The complete list of subscriptions are identified in SECTION F (DELIVERIES OR

PERFORMANCE)

6. Deliverables:

The Contractor shall complete all work and submit all deliverables as specified herein. The Government reserves the right to make changes to delivery dates. For calculating “due dates” of deliverables to HUD, all business days are counted up to and including the day of delivery.

ITEM PWS

Paragraph

Section

Deliverables Due Dates Quantity

0001 4.5 Identification of Contract Manager Within seven business days of contract award, and prior to assigning a new contract manager

0001 4.7.1 Quality Control Plan

At post award conference, and as needed

5.1.1 Subscription Report

Monthly and upon the renewal of subscriptions or as required

0001 5.1.6 Work Plan Within one month of

Contract Award

0001 5.2 Subscriptions See Section F See Section

F

Acceptance of all deliverables shall be determined in accordance with the Performance Requirements

Summary.

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7. Performance Requirements Summary:

The summary chart below lists the contract's primary requirements, the associated performance standards, the expected target performance, and the methods of surveillance. While some contract requirements may not be listed in the chart below, requirements not appearing on the PRS chart do not negate the

Contractor's obligation to perform all requirements as specified in the contract. Additionally, HUD reserves all rights and remedies under the provisions and clauses of the contract when performance of any contract requirement, whether listed below, is unacceptable.

HUD will develop a Quality Assurance Surveillance Plan to be used to provide contract oversight. In conjunction with the Contractor's Quality Control Plan and various other methods of assessing performance, the COR may perform on-site reviews and/or other types of verification to determine that the specified target performance requirements have been met.

7.1 PERFORMANCE REQUIREMENT SUMMARY (PRS)

ITEM REQUIREMENT

PWS

PARAGRAPH

Standards/

AQLs

0001 Subscriptions 5.1

Standard: Timeliness of subscription renewals

AQL: Not more than two subscriptions are more than one week late of starting past expiration date

Providing online subscription login access information 5.1

Standard: Providing timely online subscription login access information:

AQL: Not later than

15 days after subscription start date

8. SECTION 508 COMPLIANCE

Section 508 of the Rehabilitation Act of 1973 requires that Federal agencies' electronic and information technology is accessible to people with disabilities. All future HUD web sites and applications must be developed to be compliant with Section 508. Each Electronic and Information Technology (EIT) product or service furnished under this contract shall comply with the Electronic and Information Technology

Accessibility Standards (36 CFR 1194), as specified in the contract, as a minimum. If the Contracting

Officer determines any furnished product or service is not in compliance with the contract, the

Contracting Officer will promptly inform the Contractor in writing. The Contractor shall, without charge to the Government, repair or replace the non-compliant products or services within the period of time to be specified by the Government in writing.

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If such repair or replacement is not completed within the time specified, the Government shall have the following recourses: cancellation of the contract, delivery or task order, purchase or line item without termination liabilities; or make repairs performed by itself or by another firm and the Contractor shall reimburse the Government for any expenses incurred therein.

SECTION D – PACKAGING AND MARKING SUBSCRIPTIONS AGENT SERVICES

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SECTION D – PACKAGING AND MARKING

D.1 ENVIRONMENTALLY SAFE PACKAGING

The contractor shall package non-breakable deliverables (reports, proposals, studies, etc.) using environmentally safe packaging materials (e.g., recycled paper). All deliverables shall be packaged and marked in the most economical manner possible and in accordance with the best commercial practices and provide adequate protection during shipping and handling.

D.2 PAYMENT OF POSTAGE AND SHIPPING COSTS

All postage and shipping costs related to the submission of the information (including reports and forms) required by this contract shall be paid for by the contractor. The price specified in Section B is inclusive of all postage, shipping and delivery charges.

D.3 MARKING

All information submitted to the Contracting Officer or Contracting Officer’s Representative shall clearly indicate the contract number for which the information is being submitted.

SECTION E – INSPECTION AND ACCEPTANCE SUBSCRIPTIONS AGENT SERVICES

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SECTION E – INSPECTION AND ACCEPTANCE

E.1 FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE FEB 1998

This solicitation incorporates one or more solicitation provisions 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. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotations or offer. Also, the full text of a solicitation provision may be accessed electronically at this address(es):

https://www.acquisition.gov http://www.hud.gov/offices/cpo/hudar.cfm

NUMBER TITLE DATE

FAR 52.246-4 INSPECTION OF SERVICES-FIXED-PRICE AUG 1996

E.2 HUDAR 2452.246-70 INSPECTION AND ACCEPTANCE (DEVIATION) MAY 2017

Inspection and acceptance of all work required under this contract shall be performed by the Contracting Officer’s

Representative (COR) or other individual as designated by the Contracting Officer or COR.

(End of clause)

E.3 AVAILABILITY OF RECORDS

Throughout the entire life of the contract, the Contracting Officer or duly authorized representative(s) shall have full and free access to the contractor’s books, documents, papers and records that are pertinent to activities under the contract, including all those books, documents, papers and records.

E.4 QUALITY INSPECTION CRITERIA

See Section C – Performance Work Statement for Performance Requirements Summary

Nothing in Section E is intended to supersede any other performance requirements in this document. In the event of a conflict, Section C shall take precedence over other apparent contradictory requirements.

https://www.acquisition.gov/

SECTION F – DELIVERIES OR PERFORMANCE SUBSCRIPTIONS AGENT SERVICES

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SECTION F – DELIVERIES OR PERFORMANCE

F.1 DELIVERY SCHEDULE

Deliveries shall be in accordance with the PWS in Section C.

F.2 SUBSCRIPTION LIST FOR DELIVERIES

SUBSCRIPTION LIST

Subscription: Publisher

ALN Systems, Entire Nation Database (Online Edition) ALN Apartment Data, Inc.

Minimum Need: HUD needs: data on apartment occupancy (historical and current occupancy rates), average rent (historical and current rent amounts being paid by occupants), effective rent (historical and current rent amounts being paid by occupants), number of properties and number of units. Data can be sorted by year, age-restriction, income, and submarket.

Apartment Insights (Colorado Springs) Colorado Apartment

Includes two previous subscriptions (Level C) (Email) Insights

Minimum Need: Apartment data for select communities, including rent (historical and current rent amounts being paid by occupant) and occupancy (historical and current occupancy rates), and sorted according to market-rate, age-restricted, student and construction status, as described below. Apartment data for Colorado Springs area subscriptions)

Apartment Insights (Denver & Fort Collins) Colorado Apartment

Includes two previous subscriptions (Level C) (Email) Insights

Minimum Need: Apartment data for select communities, including rent (historical and current rent amounts being paid by occupant) and occupancy (historical and current occupancy rates), and sorted according to market-rate, age-restricted, student and construction status, as described below. Apartment data for Boulder, Denver, Ft. Collins, and Greeley metropolitan areas (it displays as Denver and Ft.

Collins area subscriptions)

Apartment Insights Level B (Metro Phoenix) (Digital + Online) Real Data, Inc.

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Minimum Need: Rent (historical and current rent amounts being paid by occupant), occupancy (historical and current occupancy rate), absorption, inventory, sales and construction by affordable, market-rate and student-targeted populations. RealData apartment data for Phoenix, AZ.

Apartment Insights Level B (Metro Seattle) (Online Edition) Real Data, Inc.

Minimum Need: For King and Snohomish counties -Detailed property characteristics including rent, occupancy, year built, concessions, unit mix by number of bedroom, project amenities, submarket identification. Apartment Insight database includes market-rate, subsidized and student housing.

Subscription includes submarket and county level data on rent, occupancy, multifamily projects under construction, in final planning, preliminary planning and design review.

Apartment Insights Level B (Metro Tacoma) Online Edition Real Data, Inc.

Minimum Need: For Pierce County -Detailed property characteristics including rent, occupancy, year built, concession, unit mix by number of bedrooms, project amenities, submarket identification.

Apartment Insight database includes market-rate, subsidized and student housing. Subscription includes submarket and county level data on rent, occupancy, multifamily projects under construction, in final planning, preliminary planning and design review.

Apartment Insights Level B (Metro Tucson) (Digital + Online) Real Data, Inc.

Minimum Need: Rent (historical and current rent amounts being paid by occupant), occupancy (historical and current occupancy rates), absorption, inventory, sales and construction by affordable, market-rate and student-targeted populations. RealData apartment data for Tucson, AZ.

Aptindex.com Database (Online Edition Axiometrics, Inc.

Up to 40 users)

Minimum Needs: Detailed occupancy (historical and current occupancy rate data) and rent rate (historical and current rent amounts being paid by occupants) for market areas across the country. Apartment market data by market area.

Asheville Real Data Market: Apt Market Real Data, LLC

Report and Source (DataWizard)

Minimum Needs: Rent (historical and current rent amounts being paid by occupants) and occupancy

(historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing. Apartment data for Asheville, NC

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Banker and Tradesman (Digital + Online) Banker and Tradesman

Minimum Need: Single-family home and condominium sales and median price data for Massachusetts and Rhode Island (statewide) as well for every municipality in the two states.

Business Journals – Enterprise License bizjournals.com

(Online Edition)

Minimum Need: Online access to weekday publication of reporting of general business and real estate interest news for the 40 covered metropolitan areas. Enterprise license includes 5 log-ins per each of 40 cities covered by Business Journals.

Charleston Real Data Market: Apt Market Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing. Apartment data for Charleston, SC

Charlotte Real Data Market: Apt Market Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing. Apartment data for Charlotte, NC

Colorado Springs Metro Area Apt Vacancy Study Apartment Association

(Print) Southern Colorado

(historical and current occupancy data) data for Denver area rental markets, by submarket. As described in f., below, this is used as a “check” for when reviewed market studies are performed by Real Data.

Colorado Springs metro area apartment vacancy and rent survey

Columbia Real Data Market: Real Data, LLC

Apartment Market Report and Source (DataWizard)

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(historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing. Apartment data for Columbia, SC.

Crain’s Chicago Business (Digital + Print) Crain Communications, Inc.

Minimum Needs: Includes 52 print issues annually, and digital (online) news every weekday (non-holidays). Subscription focus is business news with an emphasis on real estate news and business news, including major employer expansions/contractions.

Crain’s Cleveland Business (Print) Crain Communications, Inc.

holidays). Subscription focus is business news with an emphasis on real estate news and business news, Crain’s Detroit Business (Digital Only) Crain Communications, Inc.

holidays). Subscription focus is business news with an emphasis on real estate news and business news, Denver Area Apartment Vacancy and Rent Study (Email) Apartment Association of Metro Denver

Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy

(historical and current occupancy data) data for Denver area rental markets, by submarket. As described in f., below, this is used as a “check” for when reviewed market studies are performed by Real Data.

Denver metropolitan area apartment vacancy and rent survey.

Greater Nashville Apartment Market Survey (Print) Greater Nashville

Apartment Association

(historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for

Nashville, TN

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Greensboro Winston Salem Real Data Market: Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for

Greensboro Winston-Salem, NC

Greenville-Spartanburg Real Data Market: Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for

Greenville Spartanburg, SC

Jacksonville Real Data Market: Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for

Jacksonville, FL.

MPF Yieldstar Apartment Reports (Print and Online): MPF Yieldstar

Minimum Need: Occupancy (current and historical occupancy rate), average monthly rent (historical and current rent amounts being paid by occupants) by bedroom size and rent concession data for MSAs across the country. Apartment market data.

Multifamily Combo #3: Class A&B Apartment Delta Associates

Reports and Condo Report (Print + Online)

Minimum Need: Rental market data for Washington DC, Baltimore, Philadelphia, and Southern New

Jersey areas, including occupancy rates (historical and current occupancy rate) and concessions by construction type and absorption rates for individual market rate properties. Pipeline data for properties currently leasing, under construction and planned. Also, for the condominium market in each area, data including occupancy, average prices (new and resale), concessions, and pipeline of properties selling, under construction and planned.

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Nashville Real Data Market: Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for

Nashville, TN

Norfolk – Virginia Beach Real Data Market: Real Data, LLC

Apartment Report and Source (DataWizard)

(historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for

Norfolk-Virginia Beach.

Orlando Real Data Market: Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for

Orlando, FL

Philadelphia Class A Apartment Market Report Delta Associates

(Print & Online)

Minimum Need: Quarterly report providing Philadelphia regional employment and economic summary, and describing the Class A apartment market in Philadelphia, including asking and effective rents (current and one year prior), occupancy levels (current and one year prior), and a summary of units under construction and in the active pipeline. In addition, estimates of absorption for properties in initial lease-

up. Geographic areas include the city of Philadelphia, Suburban Pennsylvania, Southern New Jersey and a

Philadelphia metro summary.

Puget Sound Economic Forecaster Western Washington University

(Print)

Minimum Need: Quarterly newsletter featuring economic forecasts, analysis, data and commentary for the greater Seattle area.

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Raleigh-Durham Real Data Market: Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for

Raleigh-Durham, NC.

Reis Subscriber Edition Reis, Inc.

(Online Edition Up to 40 Users) (Online Edition)

Minimum Need: Apartment market data, including rent (historical and current rent amounts being paid by occupants), occupancy (historical and current occupancy rate), pipeline (list of projects currently underway), completions and conversions (to or from rental occupancy) data for multiple market areas and submarkets. Reis, Inc., Subscriber Edition – Rental market data by national, regions, and primary market areas.

Richmond Real Data Market: Real Data, LLC

Minimum Need: Richmond rental market data including occupancy (historical and current occupancy rates) and rent (historical and current rent amounts being paid by occupant) by project name and type, location, submarkets and other property-specific variables for both market rate and Low-Income Housing

Tax Credit properties. Richmond, VA metropolitan area apartment data.

Savannah Real Data Market: Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing. Apartment data for Savannah, GA

Tall Timber Group Pittsburgh PA Tall Timber Group

Homebuilding Report (Email)

Minimum Need: Monthly e-mail providing comprehensive residential building permit issuance for the

Pittsburgh metropolitan area. Quarterly reports are also provided identifying the metropolitan markets with the most residential building activity and the builders with the highest construction levels.

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Tampa Bay Real Data Market: Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing.

Apartment data for Tampa Bay, FL.

Wilmington Real Data Market: Real Data, LLC

Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy data

(historical and current occupancy data) by market area, submarket and at the individual property level.

Historic data. Includes data for affordable, market-rate and student housing. Apartment data for

Wilmington, NC.

NOTE: All online access details shall be emailed to the Contracting Officer’s Representative (Gabe

Labovitz). Email Address: gabe.a.labovitz@hud.gov mailto:gabe.a.labovitz@hud.gov

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HARD COPY SUBSCRIPTION DELIVERY INFORMATION

Mailed subscriptions shall be delivered to the recipient as noted above in the description to the corresponding office address which is provided below:

Atlanta: Chicago:

Dept. of Housing and Urban Development Dept. of Housing and Urban Development

Office of Policy Development and Research Office of Policy Development and Research

Attn: (See Descriptions Above) Attn: (See Descriptions Above)

Five Points Plaza Building Ralph Metcalfe Federal Building

40 Marietta Street 77 West Jackson Boulevard

Atlanta, GA 30303-2806 Chicago, IL 60604-3507

Denver: Fort Worth:

Office of Policy Development and Research Office of Policy Development and Research

Attn: (See Descriptions Above) Attn: (See Descriptions Above)

1670 Broadway 801 Cherry Street, Unit #45

25th Floor 25th Floor

Denver, CO 80202-4801 Fort Worth, TX 76102

Los Angeles: Philadelphia:

Office of Policy Development and Research Office of Policy Development and Research

Attn: (See Descriptions Above) Attn: (See Descriptions Above)

611 West Sixth Street The Wanamaker Building

Suite 801 100 Penn Square East

Los Angeles, CA 90017 Philadelphia, PA 19107-3380

Seattle: Headquarters

Office of Policy Development and Research Office of Policy Development and Research

Attn: (See Descriptions Above) Attn: (See Descriptions Above)

Seattle Federal Office Building 451 7th Street, SW

909 First Avenue, Suite 200 Washington, DC 20410

Seattle, WA 98104-1000

Boston:

Dept. of Housing and Urban Development

Office of Policy Development and Research

Attn: (See Descriptions Above)

New England Regional Office

10 Causeway Street, 3rd Floor

Boston, MA 0222-1092

SECTION G– CONTRACT ADMINISTRATION DATA SUBSCRIPTIONS AGENT SERVICES

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Page 28 of 67 Section G

SECTION G - CONTRACT ADMINISTRATION DATA

G.1. HUDAR 2452.232-70 PAYMENT SCHEDULE AND INVOICE SUBMISSION (FIXED–PRICE)

MAR 2016

(a) Payment schedule. Payment of the contract price (see Section B of the contract) will be made upon completion and acceptance of all work unless a partial payment schedule is included below. N/A

Alternate II MAR 2016

As prescribed in HUDAR Section 2432.908(c)(2), replace paragraphs (b)(1) and (2) of the HUDAR Clause

2452.232-70 Payment Schedule and Invoice Submission (Fixed-price) with the following…