86614120Q00008.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

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

OFFEROR

HUD-NFNC

CHICAGO IL 60604-3507

METCALFE FEDERAL BUILDING

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

FHA-4AHH CODE 16. ADMINISTERED BYCODE

X

X

531320

SIZE STANDARD:

% FOR:SET ASIDE:UNRESTRICTED ORHUD-NFNC

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

08/28/2020 1000 CT

08/05/2020

312-913-8505SARA KING

(No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

86614120Q00008

5. SOLICITATION NUMBER

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

1 62 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

77 WEST JACKSON BLVD ROOM 2517

TELEPHONE NO.

17a. CONTRACTOR/

ATLANTA GA 30303-2806

FIVE POINTS PLAZA

40 MARIETTA STREET

FHA-4AHH

15. DELIVER TO

CHICAGO IL 60604-3507

77 WEST JACKSON BLVD ROOM 2517

METCALFE FEDERAL BUILDING

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$7.5

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

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

US DEPARTMENT OF HUD

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

This request for quote solicits vendors interested in entering into a Blanket Purchase Agreement (BPA) for Field Review of Appraisals in Orlando and Tampa, Florida.

Period of Performance: 09/26/2020 to 09/25/2025

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

HEREIN, IS ACCEPTED AS TO ITEMS:

DATED

LISA X. SIMON-LEWIS

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

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

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

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

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

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

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

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

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

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

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

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

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

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

62 2 of

Field Review of Appraisals Support Services DRAFT 8/13/2020 3:15:23 PM

Date: August 11, 2020

To: Interested Vendors

From: HUD, Office of Chief Procurement Officer

Subject: Request for Quote –Blanket Purchase Agreement – Field Review of Appraisals Support Services

RFQ# 86614120Q00008

HUD is issuing this Request for Quote (RFQ) for the purpose of entering into a Blanket Purchase Agreement. The requirement is for Field Review of Appraisals services to support Appraisal Review Reports described further in the Statement of Work (SOW)/Performance Work Statement provided as part of this RFQ, see Section C.2.

If you are interested in competing for this effort, you or your team may participate by submitting your quotation in accordance with the procedures in this RFQ.

TABLE OF CONTENTS

B. SUPPLIES OR SERVICES AND PRICES

B.1 INTRODUCTION

B.1.1 Identification of Agency B.1.2 Objectives B.1.3 Background B.1.4 Scope

B.2 PRICES

B.2.1 Firm-Fixed Price Supplies and/or Services

B.3 FREQUENCY OF ORDERS

B.4 LOCATIONS

C. ORDERING AND PERFORMANCE NEEDS

C.1 ORDERING PROCEDURES

C.2 REQUIREMENTS

C.2.1. GENERAL REQUIREMENTS

C.2.2. SPECIFIC TASKS

C.2.3. Government Furnished Information And Services C.2.4. Definitions

C.3 PERIOD OF PERFORMANCE

C.4 ADDITIONAL TERMS AND CONDITIONS

52.212-4 CONTRACT TERMS AND CONDITIONS - COMMERCIAL ITEMS. (OCT 2018) (DEVIATION 2017-02) 13

52.252-6 AUTHORIZED DEVIATIONS IN CLAUSES. (APR 1984)

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

2452.203-70 PROHIBITION AGAINST THE USE OF FEDERAL EMPLOYEES. (APR 2019)

52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE. (OCT 2018)

52.204-23 PROHIBITION ON CONTRACTING FOR HARDWARE, SOFTWARE, AND SERVICES DEVELOPED

OR PROVIDED BY KASPERSKY LAB AND OTHER COVERED ENTITIES. (JUL 2018)

52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS. (DEC 2014)14

52.204-25 PROHIBITION ON CONTRACTING FOR CERTAIN TELECOMMUNICATIONS AND VIDEO

SURVEILLANCE SERVICES OR EQUIPMENT. (AUG 2019)52.227-14 RIGHTS IN DATA-GENERAL. (MAY 2014)

2452.208-71 REPRODUCTION OF REPORTS. (APR 2019)

52.204-22 ALTERNATIVE LINE ITEM PROPOSAL. (JAN 2017)

2452.222-70 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH

DISABILITIES. (FEB 2006)

52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS. (DEC 2013)

2452.246-70 INSPECTION AND ACCEPTANCE. (APR 2019)

52.216-24 LIMITATION OF GOVERNMENT LIABILITY. (APR 1984)

52.216-21 REQUIREMENTS. (OCT 1995)

52.216-25 CONTRACT DEFINITIZATION. (OCT 2010) -ALTERNATE I (APR 1984)

2452.227-70 GOVERNMENT INFORMATION. (DEC 2012)

2452.232-70 PAYMENT SCHEDULE AND INVOICE SUBMISSION (FIXED-PRICE) (MAR 2016) ALTERNATE II

(APR 2019)

2452.237-70 KEY PERSONNEL. (FEB 2006)

2452.237-73 CONDUCT OF WORK AND TECHNICAL GUIDANCE. (APR 2019)

2452.237-79 POST AWARD CONFERENCE. (MAR 2016) - ALTERNATE I (MAR 2016)

2452.239-71 INFORMATION TECHNOLOGY VIRUS SECURITY. (FEB 2006)

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE

ORDERS - COMMERCIAL ITEMS. (JUL 2020)

C.4.1 Administration C.4.2 Contractor Personnel C.4.4 Organizational Conflicts of Interest C.4.5 Reporting Requirements C.4.6 Payments C.4.7 Records C.4.7 Packaging and Marking

ATTACHMENT A. MONTHLY REPORTING VOLUME FORMAT

D. REQUEST FOR QUOTES FOR ESTABLISHING THE BPA

D.1 INSTRUCTIONS TO CONTRACTORS

52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE. (FEB 1998)

52.212-1 INSTRUCTIONS TO OFFERORS - COMMERCIAL ITEMS. (JUN 2020)

52.204-7 SYSTEM FOR AWARD MANAGEMENT. (OCT 2018)

52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING. (AUG 2020)

52.204-18 COMMERCIAL AND GOVERNMENT ENTITY CODE MAINTENANCE. (AUG 2020)

52.216-27 SINGLE OR MULTIPLE AWARDS. (OCT 1995)

D.2 EVALUATION CRITERIA AND SELECTION PROCESS

D.3 CERTIFICATIONS, REPRESENTATIONS AND OTHER DOCUMENTATIONS

52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO

SURVEILLANCE SERVICES OR EQUIPMENT. (DEC 2019)

52.204-26 COVERED TELECOMMUNICATIONS EQUIPMENT OR SERVICES-REPRESENTATION. (DEC 2019)

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS-COMMERCIAL ITEMS. (JUN 2020)

B. SUPPLIES OR SERVICES AND PRICES

B.1 INTRODUCTION

The supplier shall furnish Field Reviews of Appraisals services, if and when requested by the contracting officer (or the authorized representative of the contracting officer) during the five year ordering period and within a stipulated aggregate amount, if any. Upon award of the proposed Blanket Purchase Agreement, the contractor agrees to the terms and conditions of the BPA exclusively with the US Department of Housing and Urban Development.

B.1.1 Identification of Agency

The Department of Housing and Urban Development (HUD), Office of Chief Procurement Officer (OCPO), Chicago Contracting Operations Branch, 77 West Jackson Boulevard., Room 2517, Chicago, Illinois 60604 has a requirement to acquire Field Reviews of Appraisals that will provide the Atlanta Homeownership Center (AHOC) a contracting vehicle to award individual Orders for Appraisal Review Report services to support the Federal Housing Administration, Single Family Housing, Roster Appraiser program. The BPA will provide a qualified contractor with predetermined firm-fixed prices for Appraisal Review Reports which the AHOC can utilize for acquisition of Field Reviews of Appraisals Support Services. These regions will be divided into geographic areas as described in Section B.5.

B.1.2 Objectives

B.1.2.1 Services include Field Reviews of Appraisals support in Tampa and Orlando Florida area.

B.1.2.2 The Government anticipates establishment of one or more Blanket Purchase Agreements (BPAs). Establishment of a BPA is not a contract because the government is not obligated to order any supplies or services, rather a BPA is a vehicle permitting the ordering of reoccurring services through Firm- Fixed Price Call Orders for project specific services. Call orders issued against an established BPA vehicle must comply with the ordering procedures outlined in this agreement. A Call Order is the contractual instrument issued by an authorized individual to the contractor. Calls for studies under the BPAs may be competed amongst the awardees if the government awards more than one BPA.

B.1.2.3 HUD’s goals for this BPAs include to obtain sources for qualified professional and technical expertise required to support HUDs projects nationwide.

B.1.3 Background

HUD has established a quarterly requirement with a deadline to review a percentage of Federal Housing Administration (FHA) roster appraisers, evaluate the findings, and recommend actions/sanctions for those appraisers who are found not to be performing in a satisfactory manner. These reviews are a Departmental priority for the purpose of removal of unsatisfactory performing appraisers as expeditiously as possible. To facilitate this requirement, the Atlanta HOC utilizes State Certified Appraisers to perform the on-site field reviews of properties and/or appraisals. The performance of the contractor is a vital link in the process. Providing these services in a timely manner is critical to this process and to HUD’s mission. It is essential that the contractor meet the established time frames/deadlines.

B.1.4 Scope

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

A single firm may submit a quote on multiple geographic areas if it wishes. Contractors shall identify the geographic areas in which they are capable of performing the work identified in this Statement of Work (SOW)/Performance Work Statement (PWS).

B.2 Prices

HUD BPAs will establish agreed upon prices. The pricing established on the BPA shall be maintained throughout the life of the BPA or BPA call order, unless modified by the BPA contracting officer. At no time shall BPA call Order prices exceed awarded prices in HUDs BPA established prices. There will be no retroactive price increases allowed to existing orders.

B.2.1 Firm-Fixed Price Supplies and/or Services

For standard reoccurring supplies or services. This section may be utilized at the ordering level. The firm-fixed unit prices shall be fully burdened and include all costs related to perform the services, including labor, travel, overhead, etc. The proposed rates will remain in effect during the entire fiver year period of performance of any effective agreement.

Enter firm-fixed unit prices into the fourth column for each BPA Line Item Numbers (BLINs).

BLIN Description of Supply or Service BEQ Units HUD

BPA FFP

Total= BEQ Units * HUD

BPA FFP

0001A Interior FRA- Year 1 21 0001B Exterior FRA- Year 1 7 0001C Interior FRA- Year 1 21 0001D Exterior FRA- Year 1 7 0002A Interior FRA- Year 2 21 0002B Exterior FRA- Year 2 7 0002C Interior FRA- Year 2 21 0002D Exterior FRA- Year 2 7 0003A Interior FRA- Year 3 21 0003B Exterior FRA- Year 3 7 0003C Interior FRA- Year 3 21 0003D Exterior FRA- Year 3 7 0004A Interior FRA- Year 4 21 0004B Exterior FRA- Year 4 7 0004C Interior FRA- Year 4 21 0004D Exterior FRA- Year 4 7 0005A Interior FRA- Year 5 21 0005B Exterior FRA-Year 5 7 0005C Interior FRA- Year 5 21 0005D Exterior FRA-Year 5 7 BPA Estimated Total Dollar Value = Cumulative total of last column

There are no intended nor implied guarantees regarding the Government’s usage of this vehicle. The BPAs established as a result of this RFQ does not obligate any Government funds. The government is obligated only to the extent of authorized orders actually made under the BPA.

Purchase Limitations: Each call order placed under this BPA must have a dollar limitation and be no less than least one unit and may not exceed 28 units. The BPA aggregated amount of all calls may not exceed $249,000.

Purchase (calls) made after the specified period of the BPA, or exceeding the aggregate total dollar limitation shall not be authorized, or considered an obligation.

The agreement may be written or revised as the option of the Contracting Officer. The Contracting Officer may consider annual requests for adjustments of proposed unit prices for reasons such as adjustment to minimum wages, provided that the BPA holder submitted in response to the request for quote, supporting pricing data to indicate the offeror proposed unit pricing using minimum wage and benefit information established by the Department of Labor. At time of proposing initial proposed unit prices, supporting data such as amount of effort included in unit pricing must be furnished so an equitable adjustment can be made in a fair manner with minimal potential for dispute or negotiations. Any modifications made to the BPA will be made as a supplemental agreement and must be within the scope of this agreement.

B.3 Frequency of Orders

While needs will be repetitive, the frequency will vary and are unknown. The COR is responsible for assigning projects under call orders when requirements are identified.

B.4 Locations

HUD operates in numerous locations within regional offices throughout the country, and from various satellite locations. However, for purposes of these BPAs, these regions will be grouped into geographic areas as shown below.

Orlando. Services under the resulting contract will be performed in the Orlando, Florida area for the following counties: Orange, Seminole, Osceola, Volusia, Brevard, Lake, Indian River, Okeechobee & St. Lucie.

Tampa. Services under the resulting contract will be performed in the Tampa, Florida area for the following counties: Manatee, Sarasota, Hillsborough, Pasco, Hernando, Citrus, Pinellas, Lee & Polk counties.

These locales are under jurisdictions of the Atlanta Homeownership Center.

Atlanta Homeownership Center U.S. Depart. of Housing and Urban Development Five Points Plaza 40 Marietta Street Atlanta, GA 30303

Send deliverables attention to: Tech Branch- (insert Subject Matter Expert (SME) name who sent case number).

C. ORDERING AND PERFORMANCE NEEDS

C.1 ORDERING PROCEDURES

The government may make only one award in accordance with FAR 13.303-2 (c). If the government makes more than BPA award, because of then the government may award call orders based upon best unit prices or if a conflict of interest exist. If more than BPA is awarded, not all BPA holders may receive call orders.

Ordering activities shall follow the BPA ordering procedures as stated below. HUD will place all orders using Optional Form (OF) 347, will incorporate by reference the provisions of the BPA. The ordering activity shall forward the requirement.

(a) Appropriately warranted HUD Contracting Officers are authorized to place call orders against this BPA. The individual call orders will provide obligated funds for estimated projects for an area. The funding for any estimated quantity of a project on a call order does not guarantee a project will arise under the call order. The actual need will be identified by a COR, when the need arises. The contractor is only authorized to perform work and bill for work when a specific project need, identified by the COR, arises, if and only if, a warranted Contracting Officer has placed a call order with an obligation of funds and the contractor will not incur expenditures which exceed that funded ceiling.

(b) When a specific project need arises, the COR will provide the contractor with complete information on projects when related call orders such as address of appraisal. A contractor may only begin performance when the COR has provided project details. The contractor must provide the COR with written acknowledgment of the project within two business day of assignment. The Contractor shall identify potential conflicts of interest and address/resolve any concerns prior to commencing performance. The contractor is not authorized to perform work for projects not funded under paragraph (a) above. The COR and contractor are responsible for monitoring projects within the BPA call funded ceiling by using an ordering log such as Attachment A example below. If the contractor exceeds any funded ceiling on a BPA call order, they do so at their own risk. The COR is responsible for provide the contractor with necessary direction, in a timely manner to facilitate resolution of contract or project specific problems.

C.2 REQUIREMENTS (Statement of Work)

C.2.1. GENERAL REQUIREMENTS

C.2.1.1. PERSONNEL QUALIFICATIONS AND RESTRICTIONS

Offeror must certify geographic competency for the stated geographic area of consideration compliant with the USPAP Scope of Work Rule, Ethics Rule, Competency Rule, Standard 1, Standard 3, Statements, and Advisory Opinions. Offeror must submit the name, state certification number, and FHA Roster ID for each appraiser conducting reviews under the contract.

An appraiser who conducts field reviews under this contract must be certified as a “State Certified Appraiser” in the state where the appraisal field reviews will be performed and be in active status on the FHA appraiser roster. Upon contract award, and throughout the award period, the contractor must be, or, have on staff, at least one (1) state certified appraiser who is an active FHA roster appraiser.

C.2.1.2 QUALITY CONTROL/PERFORMANCE ASSESSMENT

Acceptable Performance Level (APL), at a minimum, the contractor shall deliver 90% of the completed reviews error-free. For the purpose of this contract, an error is defined as follows:

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

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

From a random selection of 10% of the work assignment, HUD will review the work cases completed to determine if the cases contain errors.

C.2.1.3. QUALITY ASSURANCE

During the performance period, the COR/SMEs will conduct periodic Quality Control (QC) reviews of the work completed by the contractor. If during these reviews an appraisal review is found to be unacceptable due to the contractor’s errors or omissions, the CORs/SMEs will direct the contractor to reperform a specific property and/or appraisal in accordance with the HUD Clause 2452.246-70, Inspection and Acceptance. The contractor shall not receive any additional compensation. The reevaluation shall be completed under the same deadline and the contractor shall comply with all order requirements applicable to the initial review.

C.2.1.4. OPERATING HOURS

The Atlanta HOC hours of operation are Monday through Friday 8:00AM to 4:30PM Eastern Standard Time. The FHA Connection web-based system operational hours for data input are Monday through Friday, 8:00AM to 9:00PM and Saturday, 8:00AM to 8:00PM Eastern Standard Time. The contractor may request information necessary from the COR/SME to complete all tasks under the statement of work during the Atlanta HOC hours of operation.

C.2.1.5. INSPECTION OF RECORDS AND FILES

The contractor shall maintain all contract records, reports, correspondence and supporting data in accordance with the Uniform Standards of Professional Appraisal Practices (USPAP) and maintain copies for the period specified therein. If requested during this period, all records shall be available for review by the COR/SMEs.

C.2.2. SPECIFIC TASKS

C.2.2.1. The contractor shall be responsible for the management and administration of all tasks assigned under the contract and shall furnish the necessary personnel, materials, labor, services (including all transportation that may be needed), equipment to include digital photographic capability (requirements outlined in C.2.8.2), internet access i.e. Broadband, DSL, direct dial, (HUD’s minimum browser requirements for the web-based system is Netscape 6.2 or Internet Explorer 5.5) and any required computer software necessary or incidental to perform the tasks specified herein. HUD will deliver Appraisal Review Packages to the contractor via overnight delivery, regular mail service, or in Portable Document Format (.pdf) via internet email service.

Receipt of Appraisal Review assignments will be acknowledged by method transmitted: signature for overnight delivery or regular mail service, and electronic receipt of internet email delivery.

C.2.2.2. The contractor shall perform, as assigned by the HOC, on-site field review of appraisals completed by appraisers on the FHA roster. For each review assignment, the contractor shall inspect the property and return a completed signed Appraisal Review Report (ARR) to the HOC.

The completed ARR shall be returned to the HOC via electronic transmission (FHA Connection and/or other electronic media) and followed by a mailed hard copy of the complete review, unless otherwise directed by the HOC, as well as all attachments. The hard copy shall be sent so it is received by the HOC no later than 15 business days from the date of receipt of the ARP. All hard copies shall be bio-preferred and EPA-preferred, using 100% recycled content paper.

C.2.2.3. A Field Review of Appraisal is accomplished by the field reviewer contacting the homeowner by telephone and scheduling an appointment (copies of homeowner’s letters will be sent to the contractor). If the homeowner grants permission, the field reviewer shall complete the interior and exterior review. To assist in this effort, HOC staff will send an advance introduction letter to the homeowner alerting them that a field reviewer will be contacting them shortly to schedule an appointment. When access to the property is denied for the Field Appraisal Review, the contractor shall fully document attempts made to obtain access to the property and complete an exterior review. (See C.2.2.5)

C.2.2.4. Field Review of Appraisal: The contractor shall conduct an interior and exterior review whenever possible. Each interior/exterior review shall determine the accuracy and quality of the appraisal by ensuring that the factual information included in the appraisal report is correctly reported and supported. If the contractor determines the factual information included in the original appraisal report is not correctly reported, the contractor shall identify the incorrect information and provide the correct information supported by a copy of the contractor’s data source for each review. This inspection shall be completed in a way that allows the reporting of any readily observable defective conditions that do not meet HUD Minimum Property Standards (MPS) or Minimum Property Requirements (MPR). The contractor shall document any unusual items, noticeable defects and/or oversights not reported by the original appraiser, which could affect the health and safety of the occupants or continued marketability of the property. The Field Reviewer must also perform an exterior inspection of the comparables submitted in the original appraisal as well as any additional comparables used in their ARR. All data reported by the original appraiser for the subject and comparables must be verified. Adjustments for certain parts of the appraisal (i.e. location, site, neighborhood boundaries) are subjective opinions. However, the Field Reviewer is required to analyze the adjustments in the original report and comment on their reasonableness. When discrepancies are noted, the Field Reviewer must provide a narrative explanation that includes supporting documentation necessary to sustain each adverse finding that is not otherwise obvious within the appraisal report. When adjustments affect value, the Field Reviewer is required to re-grid the comparables. If it is determined that there are comparables that are more suitable, the Field Reviewer is required to provide a new sales grid with pictures of the new comparables and an opinion of value.

C.2.2.5. Exterior Only Review: In cases where the contractor cannot gain access to the property, an exterior only review will be conducted. Exterior only reviews consist of driving by and taking a photo of the front of the subject property and comparables from the street.

C.2.2.6. The original appraiser has applied standard appraisal principles per the Uniform Standards of Professional Appraisal Practice (USPAP) and complied with HUD guidelines found in FHA Single Family Housing Policy Handbook 4000.1; HUD Handbook 4145.1 Rev 2, Change 1, Architectural Processing and Inspections for Home Mortgage Insurance and current mortgagee letters. These documents can be accessed through the following web link:

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

C.2.2.7. The contractor’s field review findings for each property inspected shall be documented on the ARR and shall be fully completed and signed by the contractor. The review comments shall be specific and limited to violation items presented in a constructive manner so that the roster appraiser understands those areas of the report which are unacceptable and which need improvement. The ARR and attachments shall be returned to the HOC via electronic transmission (FHA Connection and/or other electronic media as directed) followed by a mailed http://www.hud.gov/offices/adm/hudclips/ hard copy via overnight mail. All hard copies shall be bio-preferred and EPA-preferred, using 100% recycled content paper.

C.2.2.8. Digital photographs are required and shall include: the interior (photographs to show representative interior rooms and layout), whenever an interior inspection is performed; exterior (photographs to show the front, rear, and sides) of the subject and all the appurtenant structures;

missed repair conditions for the subject; and exterior (front only) of the comparable sales, including any new comparables the contractor used. The photographs shall be in focus with adequate lighting to permit the viewer to identify the property and the deficiency items. Third party photographs are unacceptable. If the rear of the property cannot be accessed for safety reasons, the contractor shall fully document the file. A minimum camera resolution of 800x600 in JPEG medium quality format at 200DPI with a 4X6 image size is required.

C.2.2.9. In the event the contractor is needed to provide expert testimony and give depositions, or otherwise participate in litigation with HUD, a separate purchase order will be issued to cover the contractor’s cost.

C.2.2.10. The contractor shall present to the homeowner the HOC Homeowner Introductory Letter on all interior reviews.

C.2.2.11. The contractor, including any of its employees (full or part time), subcontractors or consultants must avoid conflicts of interest that affect, either in reality or in appearance, the credibility of the field review report. The contractor and any of the contractor’s employees or subcontractors may continue to serve on the FHA Appraiser Roster and perform FHA appraisals.

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

C.2.2.12. Nondisclosure of information. Neither the contractor nor any of its employees, subcontractors or consultants shall divulge or release data or information developed or obtained during performance of this contract, except to authorize HUD personnel with an established need to know or upon written approval of the Contracting Officer. Information contained in all source documents and other exhibits provided by HUD are the sole property of HUD.

C.2.3. Government Furnished Information And Services

C.2.3.1. FHA Connection. HUD will provide access to the FHA Connection web-based system in order for the contractor to complete all tasks required under the resulting contract.

C.2.3.2. The contractor shall submit to training, at the HOC conducted by HUD staff, or as directed by the HOC, this training may be accomplished by telephonic or electronic means on HUD’s Appraisal Review Process, field review procedures, use and completion of the ARR and the electronic transmission of reports in the FHA Connection or other electronic media as directed by the HOC.

C.2.4. Definitions

C.2.4.1.2. Contract. A mutually binding legal document obligating the contractor to furnish services and HUD to pay for them.

C.2.4.1.3. Contracting Officer (CO/KO). A person with the authority to enter into, administer, and/or terminate contracts and make related determinations and findings.

C.2.4.1.4. Days. Business days, unless otherwise specified.

C.2.4.1.5. HUD. The U.S. Department of Housing and Urban Development. The terms "Department of Housing and Urban Development", "HUD" and "Government" shall be synonymous and may be used interchangeably in this contract.

C.2.4.1.6. QUALITY ASSURANCE. Those actions taken by the Government to assure services meet the requirements of the SOW and all other service outputs.

C.2.4.1.7. QUALITY CONTROL. Those actions taken by a Contractor to control the performance of services so that they meet the requirements of the SOW.

C.2.4.2. TECHNICAL DEFINITIONS AND ACRONYMS SPECIFIC TO THIS SOW.

C.2.4.2.1. ARP. Appraisal Review Package. An assignment of a number of reviews sent together in one package.

C.2.4.2.2. ARR. Appraisal Review Report.

C.2.4.2.3. FHA. Federal Housing Administration.

C.2.4.2.4. FHA Roster. List of appraisers posted on the FHA Connection who are approved to perform FHA appraisals.

C.2.4.2.5 COR. Contracting Officer Representative. A person responsible for ensuring that contractors meet the commitment of their contracts. They warrant proper development of requirements and assist Contracting Officers in managing their contracts.

C.2.4.2.6. HOC. Homeownership Center

C.2.4.2.7. M&M. Management and Marketing contractor. The name of the M&M will be provided upon contract award.

C.2.4.2.8. REO. Real Estate Owned.

C.2.4.2.9. Single-Family Properties. Properties with one to four (1-4) units.

C.2.4.2.10. SME. Subject Matter Expert.

C.2.4.2.11. USPAP. Uniform Standards of Professional Appraisal Practice.

C.3 PERIOD OF PERFORMANCE

This BPA will be effective from the date of establishment for a period of five years unless cancelled. Work on issued call orders may extend beyond the effective period of this BPA. However, no new call orders may be issued once the five year period has expired. The BPA Contracting Officer shall perform yearly reviews of the BPAs in accordance with FAR 13.303-6. Those yearly reviews will be performed prior to the annual date of the awarded BPA and may include an assessment of the contractors performance for documenting in the Government’s Contractor Performance Assessment Reporting System (CPARS).

The agreement may be unilaterally terminated at any time by either party with at least thirty (30) days advance written notice. BPA cancellation does not release the contractor from the duty to continue call order performance.

Ongoing orders continue in accordance with their own period of performance, even if the BPA is cancelled.

Termination procedures for call orders are addressed in FAR 52.212-4.

BPA Call Order period of performance will be identified in each BPA call order.

C.4 ADDITIONAL TERMS AND CONDITIONS

The terms and conditions in the BPAs apply to all orders placed pursuant to it. In the event of an inconsistency between the provisions of the BPA and call Orders, the provisions of the BPA will take precedence.

The following FAR and HUDAR clauses are applicable to all orders called for under this BPA:

52.212-4 CONTRACT TERMS AND CONDITIONS - COMMERCIAL ITEMS. (OCT 2018) (DEVIATION 2017- 02)

Added IAW with Deviation:

(r) Compliance with laws unique to Government contracts. The Contractor agrees to comply with 31 U.S.C.

1352 relating to limitations on the use of appropriated funds to influence certain Federal contracts; 18 U.S.C.

431 relating to officials not to benefit; 40 U.S.C. chapter 37, Contract Work Hours and Safety Standards; 41 U.S.C. chapter 87, Kickbacks; 10 U.S.C. 2409 relating to whistleblower protections; 49 U.S.C. 40118, Fly American; and 41 U.S.C. chapter 21 relating to procurement integrity.

FAR 52.212-5 Addenda:

52.252-6 AUTHORIZED DEVIATIONS IN CLAUSES. (APR 1984)

(a) The use in this solicitation or contract of any Federal Acquisition Regulation (48 CFR Chapter 1) clause with an authorized deviation is indicated by the addition of $(DEVIATION) after the date of the clause.

(b) The use in this solicitation or contract of any HUD Acquisition Regulation (48 CFR Chapter 23) clause with an authorized deviation is indicated by the addition of $(DEVIATION) after the name of the regulation.

(End of clause)

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

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

Federal Acquisition Regulations (FAR): https://www.ecfr.gov/cgi-bin/text-idx?SID=3be6ca9dc2e36fef85679d042d8e7aa8&mc=true&tpl=/ecfrbrowse/Title48/48cfr52_main_02.tpl

HUD Acquisition Regulations (HUDAR): https://www.ecfr.gov/cgi-bin/text-idx?SID=616cdc2e69568547b2568a04ea2c91e4&mc=true&tpl=/ecfrbrowse/Title48/48cfrv6_02.tpl#2400

(End of clause)

2452.203-70 PROHIBITION AGAINST THE USE OF FEDERAL EMPLOYEES. (APR 2019)

52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE. (OCT 2018)

52.204-23 PROHIBITION ON CONTRACTING FOR HARDWARE, SOFTWARE, AND SERVICES

DEVELOPED OR PROVIDED BY KASPERSKY LAB AND OTHER COVERED ENTITIES. (JUL 2018)

52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS.

(DEC 2014)

52.204-25 PROHIBITION ON CONTRACTING FOR CERTAIN TELECOMMUNICATIONS AND

VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. (AUG 2019)52.227-14 RIGHTS IN DATA-

GENERAL. (MAY 2014)

2452.208-71 REPRODUCTION OF REPORTS. (APR 2019)

52.204-22 ALTERNATIVE LINE ITEM PROPOSAL. (JAN 2017)

2452.222-70 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS

WITH DISABILITIES. (FEB 2006)

52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS.

(DEC 2013)

2452.246-70 INSPECTION AND ACCEPTANCE. (APR 2019)

52.216-24 LIMITATION OF GOVERNMENT LIABILITY. (APR 1984)

(a) In performing any call order placed against this BPA, the Contractor is not authorized to make expenditures or incur obligations exceeding [the obligated amount identified on each OF 347 call order] dollars.

(b) The maximum amount for which the Government shall be liable if this contract is terminated is [$0.00 ]dollars.

(End of clause) https://www.ecfr.gov/cgi-bin/text-idx?SID=3be6ca9dc2e36fef85679d042d8e7aa8&mc=true&tpl=/ecfrbrowse/Title48/48cfr52_main_02.tpl https://www.ecfr.gov/cgi-bin/text-idx?SID=3be6ca9dc2e36fef85679d042d8e7aa8&mc=true&tpl=/ecfrbrowse/Title48/48cfr52_main_02.tpl https://www.ecfr.gov/cgi-bin/text-idx?SID=616cdc2e69568547b2568a04ea2c91e4&mc=true&tpl=/ecfrbrowse/Title48/48cfrv6_02.tpl#2400 https://www.ecfr.gov/cgi-bin/text-idx?SID=616cdc2e69568547b2568a04ea2c91e4&mc=true&tpl=/ecfrbrowse/Title48/48cfrv6_02.tpl#2400

52.216-21 REQUIREMENTS. (OCT 1995)

(a) This is a requirements contract for the supplies or services specified, and effective for the period stated, in the Schedule. The quantities of supplies or services specified in the Schedule are estimates only and are not purchased by this contract. Except as this contract may otherwise provide, if the Government's requirements do not result in orders in the quantities described as estimated or maximum in the Schedule, that fact shall not constitute the basis for an equitable price adjustment.

(b) Delivery or performance shall be made only as authorized by orders issued in accordance with the Ordering clause. Subject to any limitations in the Order Limitations clause or elsewhere in this contract, the Contractor shall furnish to the Government all supplies or services specified in the Schedule and called for by orders issued in accordance with the Ordering clause. The Government may issue orders requiring delivery to multiple destinations or performance at multiple locations.

(c) Except as this contract otherwise provides, the Government shall order from the Contractor all the supplies or services specified in the Schedule that are required to be purchased by the Government activity or activities specified in the Schedule.

(d) The Government is not required to purchase from the Contractor requirements in excess of any limit on total orders under this contract.

(e) If the Government urgently requires delivery of any quantity of an item before the earliest date that delivery may be specified under this contract, and if the Contractor will not accept an order providing for the accelerated delivery, the Government may acquire the urgently required goods or services from another source.

(f) Any order issued during the effective period of this contract and not completed within that period shall be completed by the Contractor within the time specified in the order. The contract shall govern the Contractor's and Government's rights and obligations with respect to that order to the same extent as if the order were completed during the contract's effective period; provided, that the Contractor shall not be required to make any deliveries under this contract after expiration date of a call order.

(End of clause)

52.216-25 CONTRACT DEFINITIZATION. (OCT 2010) -ALTERNATE I (APR 1984)

(a) A [call order] definitive contract is contemplated. The Contractor agrees to begin promptly negotiating with the Contracting Officer the terms of a definitive contract that will include (1) all clauses required by the Federal Acquisition Regulation (FAR) on the date of execution of the letter contract, (2) all clauses required by law on the date of execution of the definitive contract, and (3) any other mutually agreeable clauses, terms, and conditions. The Contractor agrees to submit a [fixed-price] proposal, including data other than certified cost or pricing data, and certified cost or pricing data, in accordance with FAR 15.408, Table 15-2, supporting its proposal.

(b) The schedule for definitizing this contract is: [upon the issuance of call orders]

(c) If agreement on a definitive contract to supersede this letter contract is not reached by the target date in paragraph (b) above, or within any extension of it granted by the Contracting Officer, the Contracting Officer may, with the approval of the head of the contracting activity, determine a reasonable price or fee in accordance with subpart 15.4 and part 31 of the FAR, subject to Contractor appeal as provided in the Disputes clause. In any event, the Contractor shall proceed with completion of the contract, subject only to the Limitation of Government Liability clause.

(1) After the Contracting Officer's determination of price or fee, the contract shall be governed by-

(i) All clauses required by the FAR on the date of execution of this letter contract for either fixed-price or cost-reimbursement contracts, as determined by the Contracting Officer under this paragraph (c);

(ii) All clauses required by law as of the date of the Contracting Officer's determination; and

(iii) Any other clauses, terms, and conditions mutually agreed upon.

(2) To the extent consistent with subparagraph (c)(1) above, all clauses, terms, and conditions included in this letter contract shall continue in effect, except those that by their nature apply only to a letter contract.

(d) The definitive contract resulting from this letter contract will include a negotiated [firm fixed price from B.2 table] in no event to exceed [$249,000].

(End of clause)

2452.227-70 GOVERNMENT INFORMATION. (DEC 2012)

(a) Definitions. As used in this clause, "Government information" includes-

Contractor-acquired information, which means information acquired or otherwise collected by the Contractor on behalf of the Government in the context of the Contractor's duties under the contract.

Government-furnished information (GFI), which means information in the possession of, or directly acquired by, the Government and subsequently furnished to the Contractor for performance of a contract. GFI also includes contractor-acquired information if the contractor-acquired information is a deliverable under the contract and is for continued use under the contract. Otherwise, GFI does not include information that is created by the Contractor and delivered to the Government in accordance with the requirements of the work statement or specifications of the contract. The type, quantity, quality, and delivery requirements of such deliverable information are set forth elsewhere in the contract schedule.

(b) Information Management and Information Security.

(1) The Contractor shall manage, account for, and secure all Government information provided or acquired by the contractor. The Contractor shall be responsible for all Government information provided to its subcontractors. The Contractor agrees to include a requirement in each subcontract under this contract that flows down the protection from disclosure requirements.

(2) The Contractor's responsibility for Government information extends from the initial provision or acquisition and receipt of information, through stewardship, custody, and use until returned to, or otherwise disposed of, as directed by the Contracting Officer. This requirement applies to all Government information under the Contractor's accountability, stewardship, possession or control, including its subcontractors.

(c) Use of Government information. (1) The Contractor shall not use any information provided or acquired under this contract for any purpose other than in the performance of this contract.

(2) The Contractor shall not modify or alter the Government information, unless authorized in writing, in advance, by the Contracting Officer.

(d) Government-furnished information. (1) The Government shall deliver to the Contractor the information described below-

Description [the location of property] Date to be Provided [after the issuance of call orders or during the call order period of performance]

(2) The delivery and/or performance dates specified in this contract are based upon the expectation that the Government-furnished information will be suitable for contract performance and will be delivered to the Contractor by the dates stated in paragraph (d)(1) of this clause.

(i) The Government does not warrant the validity or accuracy of the Government-furnished information unless otherwise noted.

(ii) In the event that information received by the Contractor is not in a condition suitable for its intended use, the Contractor shall immediately notify the Contracting Officer in writing. Upon receipt of the Contractor's notification, the Contracting Officer shall advise the Contractor on a course of action to remedy the problem.

(iii) If either the failure of the Government to provide information to the Contractor by the dates shown in this clause or the remedial action taken under this clause to correct defective information causes an increase or decrease in the Contractor's cost of, or the time required for, the performance of any part of the work under this contract, the Contracting Officer shall consider an equitable adjustment to the contract. The Contractor shall provide to the Contracting Officer its written statement describing the general nature and amount of the equitable adjustment proposal within 30 days after the remedial action described in paragraph (ii) herein is completed, or within 30 days after the date upon which the Government failed to provide information, unless the Contracting Officer extends this period.

(3)(i) The Contracting Officer may, by written notice, at any time-

(A) Increase or decrease the amount of Government-furnished information under this contract;

(B) Substitute other Government-furnished information for the information previously furnished, to be furnished, or to be acquired by the Contractor for the Government under this contract; or

(C) Withdraw authority to use the information.

(ii) Upon completion of any action(s) under paragraph (d)(3)(i) of this clause, and the Contractor's timely written request, the Contracting Officer shall consider an equitable adjustment to the contract.

(e) Rights in information. Government information is the property of the U.S. Government unless otherwise specifically identified. The specific rights in any other information acquired or created by the Contractor under this contract shall be as expressed in the "Rights in Data" clause contained in this contract.

(f) Government access to information. The Government shall have the right to access any Government information maintained by the contractor and any subcontractors. The Contractor shall provide the Contracting Officer, and other duly authorized Government representatives, with access to all Government information, including access to the Contractor's facilities, as necessary, promptly upon written notification by the Contracting Officer. Such notification may be by electronic mail.

(g) Contractor liability for Government information. (1) Unless otherwise provided for in the contract, the Contractor shall not be liable for loss, theft, damage, or destruction to the Government information furnished or acquired under this contract, except when the loss, theft, damage, or destruction is the result of the Contractor's failure to properly manage, account for, and safeguard the information in accordance with this clause.

(2) In the event of any loss, theft, damage, or destruction of Government information, the Contractor shall immediately take all reasonable actions necessary to protect the Government information from further loss, theft, damage, or destruction.

(3) The Contractor shall do nothing to prejudice the Government's rights to recover against third parties for any loss, theft, damage, or destruction of Government information.

(h) Information alteration and disposal. Except as otherwise provided for in this contract, the Contractor shall not alter, destroy, or otherwise dispose of any Government information unless expressly directed by the Contracting Officer to do so.

(i) Return of Government information to the Government. (1) The Government may require the Contractor to return Government Information to the Government at any time. Upon demand by the Contracting Officer or his/her representative, the Contractor shall return all Government information to the Government as directed by the Contracting Officer or other individual designated by the Contracting Officer.

(2) The Contractor's failure to return all information as directed, including directions regarding the time frames for delivery back to the Government and directions prescribing the form in which the data must be returned, shall be considered a breach of contract, and the Government shall have the right to physically remove the Government information from the Contractor, including removal of such information from the Contractor's physical premises and from any electronic media (e.g., Contractor's computer systems).

(3) When required to return Government information to the Government, the Contractor shall do so at no cost to the Government. The Government shall not be responsible for the cost of data format conversion and the cost of delivery, if any.

(4) The Contractor shall ensure that all Government information provided to subcontractors is returned to the Government.

(j) Equitable adjustment. Equitable adjustments under this clause shall be made in accordance with the procedures of the Changes clause. However, the Government shall not be liable for breach of contract for the following:

(1) Any delay in delivery of Government-furnished information.

(2) Delivery of Government-furnished information in a condition not suitable for its intended use.

(3) An increase, decrease, or substitution of Government-furnished information.

(4) Failure to correct or replace Government information for which the Government is responsible.

(k) Subcontracts. The Contractor shall ensure that all subcontracts under which Government information is provided to a subcontractor include the basic terms and conditions set forth in…