RFP_10-10-18_.docx

SECTION M – EVALUATION CRITERIA FOR AWARD Analytic Support of the American Housing Survey Policy Development and Research 86546A19R0001

TABLE OF CONTENTS Analytic Support of the American Housing Survey Policy Development and Research 86546A19R0001

Table of Contents Page

PART I - THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

SECTION C - DESCRIPTION/PERFORMANCE WORK STATEMENT 7

SECTION D - PACKAGING AND MARKING 21

SECTION E - INSPECTION AND ACCEPTANCE 22

SECTION F - DELIVERIES OR PERFORMANCE 23

SECTION G - CONTRACT ADMINISTRATION DATA 24

SECTION H - SPECIAL CONTRACT REQUIREMENTS 27

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES 28

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J - LIST OF ATTACHMENTS……………………………………………………………………………40

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION K – REPRESENTATION, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS…41

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS…………………………….54

SECTION M – EVALUATION FACTORS FOR AWARD…………………………………………………………59

Page 11 of 59 Section C

SECTION B - SUPPLIES OR SERVICES AND PRICES/COST PART

B.1 CONTRACT DEFINITION

This is a Firm fixed priced contract under the authority of FAR Part 12/15 for performance of the services stated in Section C, Performance Work Statement.

B.2 DESCRIPTION OF SERVICES

The Contractor shall provide services for the Analytic Support of the American Housing Survey. 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.. More specifically, the Contractor shall:

(1) Provide reports that summarize data from relevant AHS report for subset of housing units with HUD assisted renters.

(2) Generate CINCH Reports

(3) Produce technical and topical reports

(4) Update and maintain the AHS Bibliography database and reports.

B.3 CONTRACT LINE ITEM NUMBERS AND PRICES

**Note that the requirements are not the same in each year. The Base Year and Option 2 are similar. Option 1 and Option 3 are similar.

Description

Description

Description

Description

SECTION B – SERVICES AND PRICE/COST Analytic Support of the American Housing Survey Policy Development and Research 86546A19R0001

SECTION C – DESCRIPTION/PERFORMANCE WORK STATEMENT (PWS)

Analytic Support of the American Housing Survey, FY2019

Vision Statement

The U.S. Department of Housing and Urban Development (HUD), Office of Policy Development and Research(PD&R) sponsors and manages the American Housing Survey (AHS). PD&R is responsible for longitudinal and cross-sectional analysis of the AHS microdata that is used to advise the executive and legislative branches of housing conditions and the suitability of policy initiatives and is the foundation of many professional studies relating to housing conditions and housing policies and well-being of people within the United States.

1.1 Introduction

The U. S. Department of Housing and Urban Development / Office of Policy Development and Research (PD&R) is seeking contract services to extend the publication series of existing AHS reports/ data, produce short topical reports as needed, and broaden selected ongoing reporting and data series to encompass newly collected AHS data for current and future planning for users both inside and outside HUD.

1.2 Background

The American Housing Survey (AHS) is designed to provide current information on the size and composition of the housing inventory, the characteristics of its occupants, changes in the inventory resulting from new construction, indicators of housing and neighborhood quality, and the characteristics of recent movers. HUD utilizes the AHS to generate the following reports:

1. Characteristics of HUD Assisted Renters and Their Unit Reports. These reports summarize data from the AHS for the subset of housing units with HUD-assisted renters.

2. Components of Inventory Change (CINCH) Reports. The CINCH is a series of databases and reports that describe the sources and dispositions of the housing stock over the periods of the AHS survey. This report consists of two sections of statistical tables. The first section shows the disposition of the stock that existed at the beginning of the period. The second section shows the sources of the stock as of the end of the period. The second reports (called CINCH Weighting Report) describes the process of developing the longitudinal CINCH weights. The CINCH database shows the statues of each AHS housing unit at the beginning and end of the period.

3. Rental Dynamics Report for the National Sample. This report traces the sources and disposition of the rental stock by affordability class as well as movement into and out of the rental stock which takes the CINCH proves one step further by considering affordability changes in one portion of the housing stock.

4. Technical/Topical Reports. These technical/topical reports are reports about the function of the AHS or specific variables in the AHS. Each year between two to three reports, each no more than 25 pages are produced. The exact topics are specified by HUD. Past examples of AHS technical reports include: https://www.huduser.gov/portal/datasets/ahs.html#research

5. AHS Bibliography Database and Report. An annual report using this database encompassing the AHS citations found in the current year and the pervious report. The reports provide comprehensive coverage of professional literature to update the database for publications 12 months since the pervious update. Past AHS bibliography efforts https://www.census.gov/programs-surveys/ahs/research.html

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 as well as the items below.

a. Layout document and deliver print versions camera-ready package and the web-ready electronic file as prepared for web posting. Include one hard copy printout of the document within the print package.

b. All materials prepared for web posting adhere to the Federal Governments 508 Compliance guidelines.

c. Electronic submissions use HUDs standard versions of application programs and formats under Windows 2010. The standard applications used by HUD include MS Office Suite 2010.

d. Documents prepared for printing are in Adobe InDesign format or be InDesign compatible.

e. Documents and electronic files conform to the GPO style guide. The GPO guide can be found at https://www.govinfo.gov/app/details/GPO-STYLEMANUAL-2016

f. Documents and electronic files conform to PD&R style guide. The PD&R style guide can be found at https://www.huduser.gov/portal/About/style-guide-for-reports.pdf

g. Documents and electronic files conform to Chicago Manual of Style.

h. Delivered or performed within the time specified in the delivery schedule contained in Section F.

i. Documents and electronic files are legible and accurate. Errors are identified and corrected.

j. Word files include the Track Changes saved and named the "QA edit file (i.e. quality assurance editing file).

k. The Contractor shall make all required changes in support of clarity and presentation within five business days after receipt of the CORs comments.

l. The final product reflects the revisions based on the CORs comments.

1.4 Description of Services

The Analytic Support of American Housing Survey contract's focus, and intent is to extend the publication series of existing AHS reports/ data, produce short topical reports as needed, and broaden selected ongoing reporting and data series to encompass newly collected AHS data for current and future planning for users both inside and outside HUD.

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

The period of performance shall be for one base period of 12 months and three 12-month option periods.

1.7 Place of Performance

The services to be performed under this contract shall be performed at the contractor's facility.

1.8 Hours of Operation

N/A

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 HUDAR CLAUSE 2452.237-79 POST AWARD CONFERENCE.

1.11 Status Meetings

The Contracting Officer, Contacting 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.

2.0 Definitions

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

Contracting Officer (CO) - A person with authority to enter into, 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 Assessment - a planned and systematic pattern of all government actions to provide confidence that adequate technical requirements are established, products and services conform to established technical requirements, and satisfactory performance is achieved.

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.

Performance Work Statement (PWS) - A statement of work for performance-based acquisitions that describe the required results in clear, specific and objective terms with measurable outcomes.

Physical Security - Actions that prevent the loss or damage of Government property.

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 Assurance Surveillance Plan (QASP) - A plan describing how the agency will survey, observe, test, sample, evaluate and document the Contractor's performance in meeting critical performance standards identified in the contract.

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.

Service Contract - A contract that directly engages the time and effort of a Contractor whose primary purpose is to perform an identifiable task rather than to furnish an end item of supply.

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.

This does not include public holidays and weekends.

2.2 ACRONYMS

AHS- American Housing Survey AQL - Acceptable Quality Level CFR - Code of Federal Regulations CINCH-Components of Inventory Change CO - Contracting Officer COR - Contracting Officer Representative CPO - Office of the Chief Procurement Officer of HUD EA - Each EST - Eastern Standard Time (U.S.)

ETC - Estimate to Completion GAO - U.S. General Accounting Office GPO - Government Printing Office HDAD-Housing and Demographic Analysis Division HUD - U.S. Department of Housing and Urban Development HUDAR - HUD Acquisition Regulation IG or OIG - Inspector General (Office of) OCPO - Office of the Chief Procurement Officer OIG - Office of Inspector General OMB - Office of Management and Budget PG - Page PM - Project Manager PD&R - Office of Policy Development and Research POC - Point of Contact PPM - Project Planning and Management PUF-Public Use File QA - Quality Assurance QC - Quality Control QASP - Quality Assurance Surveillance Plan QCP - Quality Control Plan RD-Rental Dynamics RFP- Request for Proposal SAS- Statistical Analysis System SF - Standard Form TBD - To be determined U.S.C - United States Code

3.0 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

The Government will provide electronic data files from the AHS.

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 must 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.

4.0 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.

4.1 Facilities

The contractor shall furnish facilities.

4.2 Equipment

The contractor shall furnish equipment.

4.3 Material

The contractor shall furnish materials.

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.

See Sections G.5, G.6, G.7.

4.6 Identification of Contractor Employees

N/A

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).

5.0 Specific Tasks

5.1 Generate Characteristics of HUD Assisted Renters and Their Unit Reports Upon request the Contractor shall provide these reports that summarize data from the relevant AHS report for the subset of housing units with HUD-assisted renters. These reports will be generated using the 2015, 2017 and 2019 AHS . These reports shall be based on summary tables supplied by HUD. These reports shall be submitted 20 business days after request. The report shall have a section describing effort to merge HUD administrative data with AHS data. A model for such report is Characteristics of HUD -Assisted Renters and Their Units in 2003 https://www.huduser.gov/portal/publications/pubasst/hud_asst_rent.html

These reports summarize data

Performance Standards

a) Standard: Deliver reports at times specified and meet the acceptable professional standard for writing and organization AQL: Accurate reports with respect to the data, with the values in all table cells matching the appropriate weighted statistics for their respective crosstabulations of the underlying AHS microdata.

b) Standard: After review, all necessary revisions submitted to the Contractor must be made and submitted within three business days of receipt of comments AQL: Zero Deviation

Deliverables A001 Characteristics of HUD Assisted Renters and Their Unit Reports.

5.2 Generate the Components of Inventory Change (CINCH) Reports

The CINCH is a series of databases and reports that describe the sources and dispositions of the housing stock over the periods of the AHS survey. This report consists of two sections of statistical tables. The first section shows the disposition of the stock that existed at the beginning of the period. The second section shows the sources of the stock as of the end of the period. The second reports (called CINCH Weighting Report) describes the process of developing the longitudinal CINCH weights. The CINCH database shows the statues of each AHS housing unit at the beginning and end of the period.

The Contractor shall produce these reports to show the changes in the housing stock between succeeding surveys in the period 2015-2019. The contractor must reconcile the weights used in the two applicable survey years. The reconciled weights must be consistent and accurately measure changes in the housing stock while still approximating control totals taken from the national AHS reports. It is anticipated that two CINCH weights (one forward looking and one backward looking) reports will be required to complete the analysis. However, the contractor is encouraged to propose a new method if they think it is more suitable. Previous CINCH studies may be examined on the HUD USER web site, https://www.huduser.gov/portal/datasets/cinch.html

The contractor must complete eight CINCH reports and two CINCH reports on the weighting strategy for the period 2015-2017 and 2017-2019. The specific reports are:

1. National report covering 2015-2017.

2. Two metropolitan reports covering 2015-2017.

3. National report covering 2017-2019.

4. Two metropolitan reports covering 2017-2019.

5. Two supplemental metropolitan reports covering 2015-2019.

For the national samples and selected metropolitan samples (2015-2019 selected by HUD) the Contractor shall:

1. Develop longitudinally consistent weights that are controlled to publish totals by housing unit type and documents the weighting algorithm in a report (the CINCH Weighting Report).

2. Produce a report of 25 pages that describe the major changes in the characteristics of the nation’s housing stock between 2015 -2017 and 2017-2019 (the CINCH Report).

3. Deliver a SAS database containing the longitudinal weights, change in CINCH status, and change in rental affordability for all cased in the 2015-2017 and 2017-2019 national survey.

4. Deliver copies of all SAS programs developed for HUD.

Performance Standards

a) Standard: Deliver reports at times specified and meet acceptable professional standards for writing.

AQL: Zero Deviation reports should be 100% consistent with the AHS data.

b) Standard: After review, all necessary revisions submitted to the Contractor must be made and submitted within 3 business days of receipt of comments AQL: Zero Deviation

Deliverables A002 Components of Inventory Change(CINCH) Report

5.3 Generate the Rental Dynamics Report for the National Sample

This report traces the sources and disposition of the rental stock by affordability class as well as movement into and out of the rental stock which takes the CINCH proves one step further by considering affordability changes in one portion of the housing stock.

The Contractor shall produce eight Rental Dynamics Reports and database based on the 2015-2019 AHS. This database may be incorporated in the CINCH database.

For the national sample and five selected metropolitan samples (2015-2019 selected by HUD) the Contractor shall:

Produce a report of no more than 25 pages that describes the filtering of the rental housing stock in terms of affordability with respect to income, including movement into and out of the rental stock. These reports cover the same national and metropolitan areas as described in the CINCH task, above.

Performance Standards

a) Standard: Deliver reports at times specified and meet acceptable professional standards for writing.

AQL: Zero Deviation reports should be 100% consistent with the AHS data.

b) Standard: After review, all necessary revisions submitted to the Contractor must be made and submitted within 3 business days of receipt of comments AQL: Zero Deviation

Deliverables A002 Components of Inventory Change(CINCH) Report

5.4 Produce Technical/Topical Reports

The report shall contain:

1)Summary description of work invoiced during the reporting period; and

2) An identification of significant problems and their causes, impacts, proposed corrective actions, and the effect that such corrective actions will have on the accomplishment of future performance. The summary description shall include the task/service and for completed work. The report shall be submitted no later than the fifth day of every month.

Performance Standards

a) Standard: Deliver reports at times specified and meet acceptable professional standards for writing.

AQL: Reports should be 95% accurate and consistent with the AHS data.

b) Standard: After review, all necessary revisions submitted to the Contractor must be made and submitted within 3 business days of receipt of comments AQL: Zero Deviation

Deliverables A002 Components of Inventory Change (CINCH) Report

5.5 Update and Maintain Bibliographic Database

Update and maintain the AHS Bibliography databases and Reports. HUD maintains a database in a spreadsheet format that documents publications which cite the AHS (http:/www.census.gov/programs-surveys/ahs/research.html).

Must provide comprehensive coverage of professional literature to update the database for publications 12 months since the pervious update. The contractor must produce an annual report using the database encompassing the AHS citations found in the current year and the pervious report. The report must be in PDF format. Past AHS bibliography efforts https://www.census.gov/programs-surveys/ahs/research.html

Performance Standards

a) Standard: Deliver updated database at time specified.

AQL: Data entries should be at least 95% accurate. File must be readable without error at time of delivery

b) Standard: After review, all necessary revisions submitted to the Contractor must be made and submitted within 3 business days of receipt of comments AQL: Zero Deviation

Deliverables A002 Components of Inventory Change(CINCH) Report

6.0 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.

Base Period (2018-2019)

* From contract award date

Option Period 1 (2019-2020)

Option Period 2 (2020-2021)

Option Period 3 (2021-2022)

6.1 Management Plan

The Contractor's draft Management Plan shall be delivered to the COR and CO within 14 days after contract award. HUD will respond with comments within 7 days. The Contractor shall submit a final Management Plan corporating HUD’s comments within 7 days. The Management Plan shall be submitted to the COR and CO within 15 business days when changes are made thereafter. After acceptance of the Management Plan, the Contractor shall receive the Contracting Officer's acceptance in writing of any proposed changes to the Plan.

The Management Plan shall conform to the following criteria:

A. The Management Plan shall be clear, concise, and demonstrate that it will result in meeting the objectives and requirements contained within the Performance Work Statement.

B. The Management Plan shall identify the following:

6.2 Monthly progress reports

The contractor shall provide to the CO and COR monthly progress reports with a summary of each task in the contract on a monthly basis. The monthly reports shall be submitted electronically as a Word document. The contractor shall be available to discuss the deliverables and progress reports via teleconferences. The monthly summaries shall be submitted by the 15th day of each month and include overall progress of the work and specific progress made on each task made in the preceding month, including a discussion of work performed and any unforeseen occurrences. The contractor shall also provide an up-to-date summary of the planned and actual spending by month and by task in each update.

6.3 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 Contractor's draft QCP shall be delivered to the COR and CO within 14 days after contract award. HUD will respond with comments within 7 days. The Contractor shall submit a final QCP incorporating HUD’s comments within 7 days. The QCP shall be submitted to the COR and CO within 15 business days when changes are made thereafter. After acceptance of the QCP, the Contractor shall receive the Contracting Officer's acceptance in writing of any proposed change to its quality control system.

The Quality Control Plan shall conform to the following criteria:

A. The QCP shall be sufficiently detailed to provide the Contractor's methodology for identifying and recruiting qualified personnel.

B. The QCP shall identify the following:

1. The QCP shall also provide the Contractor's methodology for resolving problems identified by the Government during reviews conducted in accordance with its Quality Assurance Surveillance Plan (QASP).

6.4 Acceptance Criteria

Acceptance of all deliverables shall follow the deliverables schedule as outlined in the contract.

The Contractor shall perform at the highest levels of professional and technical competence in performing the tasks identified within this PWS to achieve HUD’s stated objectives.

The Contractor shall work closely with the COR to ensure all deliverables conform to the task descriptions stated herein. All deliverables shall be grammatically correct, reflect comprehensive research, incorporate HUD ‘s feedback, and address HUD’s concerns.

7.0 Related Documents

The Contractor shall abide by all applicable regulations, publications, manuals, policies, and procedures in the performance of this contract.

8.0 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 or not 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.

Regular review of Contractor performance is critical to the overall success of the contract. On a monthly basis, the COR will evaluate the quality of the product or services.

Performance Requirement Summary (PRS)

AQL: Reports should be 95% accurate with respect to the data

b) After review, all necessary revisions submitted to the Contractor must be made and submitted within 3 business days of receipt of comments AQL: Zero Deviation

AQL: Zero Deviation reports should be 100% consistent with the AHS data.

b) After review, all necessary revisions submitted to the Contractor must be made and submitted within 3 business days of receipt of comments

AQL: Zero Deviation reports should be 100% consistent with the AHS data.

b) After review, all necessary revisions submitted to the Contractor must be made and submitted within 3 business days of receipt of comments

AQL: Reports should be 95% accurate and consistent with the AHS data.

b) After review, all necessary revisions submitted to the Contractor must be made and submitted within 3 business days of receipt of comments

AQL: Data entries should be at least 95% accurate. File must be readable without error at time of delivery

b) After review, all necessary revisions submitted to the Contractor must be made and submitted within 3 business days of receipt of comments

SECTION C – PERFORMANCE WORK STATEMENT Analytic Support of the American Housing Survey Policy Development and Research 86546A19R0001

SECTION D – PACKAGING AND MARKING

D.1 ENVIRONMENTALLY SAFE PACKAGING

The contractor shall package nonbreakable 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 Representative shall clearly indicate the contract number for which the information is being submitted.

SECTION D – PACKAGING AND MARKING Analytic support of the American Housing Survey Policy Development and Research 86546A19R0001

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

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.

SECTION E – INSPECTION AND ACCEPTANCE Analytic Support of the American Housing Survey Policy Development and Research 86546A19R0001

SECTION F – DELIVERIES OR PERFORMANCE

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

http://farsite.hill.af.mil/ http://www.hud.gov/offices/cpo/hudar.cfm

NUMBER TITLE DATE

FAR 52.242-15 STOP-WORK ORDER AUG 1989

F.2 DELIVERY SCHEDULE

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

F.3 This contract shall be effective on TBD.

Period of Performance:

All deliverables shall be provided to the COR and Contracting Officer.

SECTION F – DELIVERIES OR PERFORMANCE Analytic Support of the American Housing Survey Policy Development and Research 86546A19R0001

SECTION G - CONTRACT ADMINISTRATION DATA

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

(Deviation MAY 2017)

(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.

0001AE

0002AA

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 Alternate II language in all fixed price solicitations and contracts when requiring invoices to be submitted electronically to the Department of Treasury's Bureau of Fiscal Services Invoice Processing Platform (IPP) system:

(b) Submission of invoices.

(1) The Contractor shall obtain access and submit invoices to the Department of Treasury Bureau of Fiscal Services’ Invoice Platform Processing System via the Web at URL: https://www.ipp.gov/ in accordance with the instructions on the Web site. To constitute a proper invoice, the invoice must include all items required by the FAR clause at 52.232– 25, ‘‘Prompt Payment.’’

(2) To assist the government in making timely payments, the contractor is also requested to include on each invoice the appropriation number shown on the contract award document (e.g., block 14 of the Standard Form (SF) 26, block 21 of the SF-33, or block 25 of the SF-1449).

(End of Alternate II)

G.2. To constitute a proper invoice, the invoice must include all items required by FAR clause 52.212-4(g).

The contractor shall submit a proper invoice within 30 days after the subscription service stated in the PWS has been delivered.

G.3 Contractor Remittance Information. The contractor shall provide the payment office with all information required by other payment clauses or other supplemental information (e.g., contracts for commercial services) contained in this contract. To constitute a proper invoice, the invoice must include all items required by FAR clause 52.212-4(g), Prompt Payment and the following information and/or attached documentation:

1. Contract Number, applicable Task Order Number, and CLIN;

2. Contractor’s name, address and telephone number;

3. Invoice Number and date;

4. Applicable accounting and appropriation data;

5. Total amount due.

G.4 Email Addresses - Payment Office, COR and Contracting Officer

PAYMENT OFFICE Submission - Submit all invoices to:

Treasury’s Invoice Processing Platform (IPP) https://arc.fiscal.treasury.gov/ipp/fsippqrg.htm Questions can be emailed to: AccountsPayable@fiscal.treasury.gov

COR Submission - Email the following to the COR:

Email Address: David.A.Vandenbroucke@Hud.Gov

1. Invoice

2. Supporting Documentation

Contracting Officer and Contract Specialist Submission – Email the following to the Contracting Officer- leroy.h.white@hud.gov and Contract Specialist - Josefina.A.McGhee@hud.gov

1. Invoice

2. Supporting Documentation

G.5 HUDAR 2452.237-70 KEY PERSONNEL FEB 2006

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

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

Project Manager

Principal Investigator

(End of clause)

G.6 Key Personnel Minimum Qualifications for all positions listed in the table:

Project Manager: Masters Degree in business or management and 5+ years managing projects of a scale similar to this one or, certified Project Management Professional (PMP), or 5+ years managing projects of a scale similar to this one.

Principal Investigator: PhD in economics, statistics, or survey methodology and 10+ years experience with housing analysis related to rental affordability and changes in the physical housing stock. Demonstrated familiarity with HUD rental assistance programs and longitudinal analysis.

** Alternate Project Manager – Please identify one of the other Key Personnel to serve as the Alternate Project Manager. The Project Manager and alternate shall have full authority to act on all contact matters relating to daily operations of this contract.

G.7 Project Manager and Alternate Project Manager

The Contractor shall provide a Project Manager who shall be responsible for the performance of work. An alternate shall also be designated to act in the absence of the Project Manager. One of the other Key Personnel shall be designated to serve as the Alternate Project Manager. The Project Manager and alternate shall have full authority to act on all contract matters relating to daily operations of this contract. 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 Project Manager and Alternate Project Manager shall each be an employee of the Contractor. An employee of a subcontractor is not acceptable for either of these positions.

Accordingly, at a minimum, the points of contact shall have the technical knowledge of the requirement and be in the position to 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. The Contract/Project Manager or alternate shall be available between the hours of 8:00am to 4:30pm Monday through Friday EST, except Federal Holidays or when the Government facility is closed for administrative reasons.

G.8 HUDAR 2452.237-73, CONDUCT OF WORK AND TECHNICAL GUIDANCE

(DEVIATION MAY 2017)

(a) The Contracting Officer will provide the contractor with the name and contact information of the Contracting Officer’s Representative (COR) assigned to this contract. The COR will serve as the contractor’s liaison with the Contracting Officer with regard to the conduct of work.

(b) The COR for liaison with the contractor as to the conduct of work is [to be inserted at time of award] or a successor designated by the Contracting Officer. The Contracting Officer will notify the contractor in writing of any change to the current COR’s status or the designation of a successor COR.

(c) The COR will provide guidance to the Contractor on the technical performance of the contract. Such guidance shall not be of a nature which:

(d) The COR will issue technical guidance in writing or, if issued orally, he/she will confirm such direction in writing within five calendar days after oral issuance. The COR may issue such guidance via telephone, facsimile (fax), or electronic mail.

(e) Other specific limitations [to be inserted by Contracting Officer]:

(f) The Contractor shall promptly notify the Contracting Officer whenever the Contractor believes that guidance provided by any Government personnel, whether or not specifically provided pursuant to this clause, is of a nature described in paragraph (b) above.

(End of clause) SECTION G– CONTRACT ADMINISTRATION DATA Analytic Support of the American Housing Survey Policy Development and Research 86546A19R0001

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1 2452.237-83 Access to Controlled Unclassified Information (DEVIATION JUNE 2015)

(a) For the sole purpose of performing work required under this contract, the contracting officer may grant the Contractor – including Contractor employees, subcontractors, and subcontractor employees – access to controlled unclassified information (“CUI”).

(b) CUI:

(1) Is any information which the loss, misuse, or modification of, or unauthorized access to,

(2) Is not available to the general public;

(3) May include:

(A) Government acquisition-sensitive information, including source selection information as defined at section 2.101 of the Federal Acquisition Regulation (48 CFR Chapter 1); Contractor bid or proposal information;

(B) Information contained in individual contracts that is not public information and such contract information that is contained in Government databases; proprietary economic, financial, or business information (e.g., salary information) provided to the Government by other parties (e.g., other contractors) or belonging to HUD;

(C) Personally identifiable information (PII) that includes, but is not limited to social security numbers, names, dates of birth, places of birth, parents’ names, credit card numbers, applications for entitlements, and information relating to a person’s private financial, income, employment, and tax records; and

(D) Other information that the HUD contracting officer or other authorized HUD employee explicitly identifies as CUI;…