Sol_86614124Q00005_Amd_0002.pdf

(x)

86614124Q00005 x x

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

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR

OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

CHICAGO IL 60604-3507

77 WEST JACKSON BLVD ROOM 2517

HUD-NFNC

METCALFE FEDERAL BUILDING

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

05/21/20240002

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

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

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

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

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

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

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

PAGE OF PAGES

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

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

03/22/2024

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

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

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

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

ORDER NO. IN ITEM 10A.

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

Rent Comparability Study (RCS) Property Appraisal Services: As-Is and Post-Rehab rents.

Midwest Region (Illinois, Indiana, Michigan, Minnesota, Ohio, and Wisconsin)

1. The government is extending the due date for Receipt of Quotations for remaining timely offerors under the original solicitation deadline to 1430, Central Time, May 28th, 2024.

2. The government is making the following changes, highlighted in yellow in the subsequent pages of this amendment, to the solicitation in sections L & M.

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

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

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

LISA X. SIMON

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

Previous edition unusable

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

Table of Contents

SECTION L - Instructions,Conditions, and Notices to Bidders

Clause List: Clauses with prefix "52" are FAR clauses, clauses with prefix "2452" are HUDAR clauses

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

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

2020)

52.212-1 INSTRUCTIONS TO OFFERORS - COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES. (SEP 2023)

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 quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es): [Insert one or more Internet addresses]

(End of provision)

Addendum to FAR 52.212-1

52.212-1 Addendum to 52.212-1 Instructions to Offerors - Commercial Products and Commercial Services (Sep 2023)

Paragraph (c) Period for acceptance of offers is tailored as follows: The Offeror agrees to hold the prices in its offer firm for 120 calendar days from the date specified for the date for receipt of offers.

Paragraph (e) Multiple offers. The government is not requesting or accepting alternate proposals.

Paragraph (b) Submission of offers. The contracting officer is providing the following additional instructions:

1. Throughout this Solicitation, HUD uses the word "Offeror" to mean "Quoter", and the word "Proposal" to mean "Quote". IAW FAR 13.004, a Quotation is not an Offer.

2. Offerors must complete and sign the SF-1449 (including all required fill-in clauses and provisions).

3. Questions and clarifications: Questions regarding the solicitation must be in writing and emailed to the contracting officer. To obtain confirmation of delivery of an email, please adjust your email settings to request an automated delivery confirmation. HUD must receive all questions no later than five (5) calendar days after the release date of the solicitation.

HUD will answer questions which may affect Offerors by email and post the answers electronically (via SAM.gov and modification to the solicitation in PRISM). Potential Offerors are encouraged to subscribe to email notifications when information has been posted for this solicitation.

4. The government will not accept FAX or mailed copies of your quotation: Offerors must email their offers/quotes.

5. Offerors must submit Volume I: Business Proposal and Prior Experience, and Volume II - Price as separate attachments.

6. Due to HUD's email limitations, attachments may not be larger than 15 megabytes. If applicable, you may need to submit your proposal in more than one email. All emails need to be received prior to the stated submission deadline for consideration of award. To obtain confirmation of delivery of an email, please adjust your email settings to request an automated delivery confirmation.

7. It is the sole responsibility of the Offeror to ensure that the electronic media submitted is virus-free and can be opened, read, and printed in hard copy by the Government. Proposals that contain viruses or that cannot be opened, read, or printed shall be eliminated from the competition and not further evaluated. The deadline for submission of the electronic proposal is firm. As the closing date and time draws near, heavy traffic on the HUD email server(s)/IT equipment may cause delays. Offerors are strongly encouraged to plan and leave ample time to prepare, submit, and deliver their proposals.

8. The Offeror shall include the title Request for Quotation 86614124Q00005 - Rent Comparability Studies in the subject line of the email.

9. The Offeror shall include its UEI number and tax identification number (TIN) on the SF- 1449.

10. Offerors are required to be registered in the System for Award Management (SAM) at the time they submit an offer or quotation. If you are registered in SAM, please make sure your registration is still valid (i.e., not expired). If an apparent successful Offeror is not registered in SAM at the time of award, the contracting officer may award it to the next successful Offeror whose is registered in SAM. See https://www.sam.gov/SAM/ for more information.

11. The government reserves the right to select a response(s) that provide(s)benefit to the government that exceeds the minimum requirement.

12. The government is not required to select a response that exceeds the minimum requirement.

13. Responses may exceed requirements.

14. Your response must at minimum meet the solicitation's stated requirement.

https://www.sam.gov/SAM/

15. Page Limits Instructions. Offerors shall limit submissions of Volume I and II of their initial proposals to the page limitations identified in the Instructions to Offerors. Offerors are cautioned that, if any section of their proposal exceeds the stipulated limits for that Volume's section, or the stipulated limits for that Volume itself, the Government will evaluate only the information contained in the pages up through the permitted number. Pages beyond that limit will not be evaluated. A page shall consist of one side of a single sheet of 8.5' x 11' paper, single-spaced, using not smaller than 11-point type font, and having margins at the top, bottom, and sides of the page of no less than one inch in width. Cover letters, Table of Contents, Tables, Illustrations, and Appendices will be counted in the page calculation. Any Letter of Consent does not count toward the page calculation. The Writing Sample does not count toward the page calculation.

16. Submit your proposal in two volumes, as described below.

A. Volume I: Prior Experience, Sample Call Order, & Writing Sample Questions (twenty

(20) pages)

The page limit for Volume I is twenty (20) pages. Volume I must contain two parts: (1) Prior Experience; and (2) Sample Call Order Questions.

1. Volume I, Part A, Prior Experience (fifteen (15) pages)

The page limit for Part A, Prior Experience is fifteen (15) pages.

General instructions Each Offeror shall submit a proposal that contains the PRIOR EXPERIENCE information described below. The Offeror shall also use the format described below.

The Offeror shall address as many PRIOR EXPERIENCE areas identified in the PWS as it possibly can. While each past effort does not need to reflect performance in all areas of the PWS, the Government will give greater weight to Prior efforts that reflect PRIOR EXPERIENCE in multiple areas of the PWS. If an Offeror has no relevant prior efforts, the Offeror shall state in its proposal that it has no recent Prior Experience that is relevant. Offerors that fail to address this factor will be determined to have not complied with the solicitation requirement and will have their proposals deemed non-compliant, eliminated from the competition, and not further evaluated.

How to organize PRIOR EXPERIENCE information The PRIOR EXPERIENCE Volume/Part shall be organized in the following order:

PRIOR EXPERIENCE Narrative PRIOR EXPERIENCE Information Chart, List of References PRIOR EXPERIENCE Corporate Reorganizations

PRIOR EXPERIENCE Narrative The Offeror shall demonstrate how its PRIOR EXPERIENCE is relevant to this Solicitation's requirement (the PWS). The Offeror shall demonstrate how its Prior Efforts are the same or similar in size and scope to the PWS. The Offeror shall address as many PRIOR EXPERIENCE areas identified in the PWS as it possibly can. While each past effort does not need to reflect performance in all areas of the PWS, the Government will give greater weight to Prior efforts that reflect PRIOR EXPERIENCE in multiple areas of the PWS.

The Offeror shall ensure that, for each Prior Effort that it specifically mentions in its PRIOR EXPERIENCE Narrative, the Offeror shall provide a PRIOR EXPERIENCE Information Chart. Do not list every Prior Effort that your company has ever done. Phrases such as "completed hundreds of contracts" will not be considered as "specifically mentions".

The Offeror shall provide sufficient information to facilitate the Government's evaluation of PRIOR EXPERIENCE. The Government is most interested in examples of real work with actual results. The Government is more interested in the similarity of PRIOR EXPERIENCE examples to the requirement. The information provided shall be sufficiently detailed that the evaluators can determine whether the examples demonstrate relevant PRIOR EXPERIENCE.

The Offeror shall address the following questions in its PRIOR EXPERIENCE Narrative:

1) How is your PRIOR EXPERIENCE relevant to this Solicitation's requirement?

2) How long has your firm been in the business of providing rent comparability studies?

3) What states has your firm successfully completed rent comparability studies?

4) Were the rent comparability studies completed on behalf of the U.S. Department of Housing and Urban Development (HUD), State/local government, or Section 8 property owners?

5) Please give at least one illustrative example of how you solved a problem for your client and identify what the solution was.

6) How will your experience provide value to the Government?

Number and Type of Prior efforts; What is considered Recent Experience (3 years rule) The Offeror may submit an unlimited number of Prior efforts that it considers relevant in demonstrating its ability to perform the proposed effort. The prior efforts must be either ongoing or must have been performed during the past three (3) years as counted from this solicitation's due date for submission of proposals. Prior efforts should demonstrate the Offeror's ability to perform the work identified in the PWS.

What is considered Relevant Experience See the Experience Evaluation Factor.

Information Instructions for specific situations: Proposed Subcontractor PRIOR EXPERIENCE, Small Business PRIOR EXPERIENCE, JV PRIOR EXPERIENCE, KP PRIOR EXPERIENCE, and Predecessor Companies PRIOR EXPERIENCE

Proposed Subcontractor PRIOR EXPERIENCE: If the Offeror is proposing to subcontract (or use JV partners or other entities other than the principal Offeror, to perform) 20% or more of the contract value (meaning the Offeror is proposing to have a single Subcontractor perform 20% or more of the contract value), the Offeror shall submit a separate PRIOR EXPERIENCE

Information Chart for said Subcontractor(s). A Subcontractor that is proposed to perform 20% or more of the contract value is a "significant Subcontractor". For additional clarity, if an Offeror is proposing to have multiple Subcontractors perform certain percentages (each below 20% of the contract value) that, when added together, equal 20% or more of the contract value (e.g., 5% by Sub. A, 3% by Sub. B, and 12% by Sub. C), the Offeror is not required to submit PRIOR EXPERIENCE information on those Subcontractors. As further illustration, if an Offeror is proposing to have Subcontractor A perform 20% and Subcontractor B perform 20%, then the Offeror is required to submit PRIOR EXPERIENCE information on both Subcontractor A and Subcontractor B. An Offeror that fails to provide PRIOR EXPERIENCE for a significant Subcontractor, will have its proposal deemed non-compliant, eliminated from the competition, and not further evaluated.

If submitting Subcontractor PRIOR EXPERIENCE, the prime Offeror shall clearly identify what areas of the requirement its proposed Subcontractor is being proposed to perform.

This solicitation contemplates holding discussions with Offerors. If an Offeror is submitting Subcontractor PRIOR EXPERIENCE, that Offeror is required to submit a Letter of Consent from the Principal Subcontractor(s) to allow the Government to discuss the Subcontractor's PRIOR EXPERIENCE with the prime Offeror. This Letter of Consent does not count towards the page limit for this section.

Proposed JV PRIOR EXPERIENCE: For an Offeror that is a JV, PRIOR EXPERIENCE performed by a JV may be submitted from the entity or the individual companies that comprise

it. If the individual members of a JV have Prior Experience Efforts that are recent and relevant, then those prior efforts will be credited to the JV and further evaluated.

If an Offeror is proposing to perform as a JV, the Commercial and Government Entity (CAGE) code provided shall be specifically for the joint venture submitting the proposal as the Offeror. If an Offeror proposes using the CAGE for only one of the companies participating in the joint venture, that company shall be considered the one and only Offeror, and the Prior Experience of partners, teammates, or Subcontractors shall not be submitted. If an Offeror is proposing to perform as a JV, Prior Experience examples from individual partners to the JV may be submitted; however, the Offeror shall identify the relationship of the individual partner to the JV. If an Offeror proposes a Prior Experience example under a different CAGE than the Offeror's, the Offeror shall describe the relationship with the legal entity that performed the Prior Experience example, and additionally, shall include an affirmative statement that the Prior Experience example was performed by the same legal entity as the Offeror and is not the Prior Experience of a Subcontractor or teammate.

The NDAA FY2021 at Section 868 requires COs to consider two types of Prior Experience submitted by small business concerns: (1) Prior Experience as a first-tier Subcontractor, and (2) work performed as part of a joint venture. Section 868 amended 15 U.S.C. § 644 to allow a small business concern, if it has no relevant Prior Experience of its own, to rely on the performance of a joint venture in which it took part. The small business is required to describe its duties and responsibilities as part of the joint venture within its proposal. For this solicitation, an Offeror that is a small business concern shall describe its duties and responsibilities as part of the JV in which it took part. In October 2021, the Small Business Administration (SBA) updated its regulations to implement Section 858 of NDAA FY2021:

13 CFR 125.2(g)

(g) Capabilities, past performance, and experience. When an offer of a small business prime contractor includes a proposed team of small business Subcontractors and specifically identifies the first-tier Subcontractor(s) in the proposal, the head of the agency must consider the capabilities, past performance, and experience of each first tier Subcontractor that is part of the team as the capabilities, past performance, and experience of the small business prime contractor if the capabilities, past performance, and experience of the small business prime does not independently demonstrate capabilities and past performance necessary for award.

13 CFR 125.8(e)

(e) Capabilities, past performance and experience. When evaluating the capabilities, past performance, experience, business systems and certifications of an entity submitting an offer for a contract set aside or reserved for small business as a joint venture established pursuant to this section, a procuring activity must consider work done and qualifications held individually by each partner to the joint venture as well as any work done by the joint venture itself previously.

A procuring activity may not require the protégé firm to individually meet the same evaluation or responsibility criteria as that required of other Offerors generally. The partners to the joint venture in the aggregate must demonstrate the past performance, experience, business systems and certifications necessary to perform the contract.

13 CFR 125.11

(a) General. In accordance with sections 15(e)(5) and 8(d)(17) of the Small Business Act, agencies are required to consider the past performance of certain small business Offerors that have been members of joint ventures or have been first-tier Subcontractors. The agencies shall consider the small business' past performance for the evaluated contract or order similarly to a prime-contract past performance.

(b) Small business concerns that have been members of joint ventures - (1) Joint venture past performance.

(i) When submitting an offer for a prime contract, a small business concern that has been a member of a joint venture may elect to use the experience and past performance of the joint venture (whether or not the other joint venture partners were small business concerns) where the small business does not independently demonstrate past performance necessary for award. The small business concern, when making such an election, shall:

(A) Identify to the contracting officer the joint venture of which the small business concern is or was a member;

(B) Identify the contract or contracts of the joint venture that the small business elects to use for its experience and past performance for the prime contract offer; and

(C) Inform the contracting officer what duties and responsibilities the concern carried out or is carrying out as part of the joint venture.

(ii) A small business cannot identify and use as its own experience and past performance work that was performed exclusively by other partners to the joint venture.

(2) Evaluation. When evaluating the past performance of a small business concern that has https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.8 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=49c2f99c72f6be93f3fab3be48de1468&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.8 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.8 https://www.law.cornell.edu/topn/small_business_act https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=ad50d7f3739a2d3bcacea7f40f4d7895&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 submitted an offer on a prime contract, the contracting officer shall consider the joint venture past performance that the concern elected to use under paragraph (b)(1) of this section, giving due consideration to the information provided under paragraph (b)(1)(i)(C) of this section for the performance of the evaluated contract or order. This includes where the small business concern lacks a past performance rating as a prime contractor in the Contractor Performance Assessment Reporting System, or successor system used by the Federal Government to monitor or rate contractor past performance.

(c) Small business concerns that have performed as first-tier Subcontractors -

(1) Responsibility of prime contractors. A small business concern may request a rating of its Subcontractor past performance from the prime contractor for a contract on which the concern was a first-tier Subcontractor and which included a subcontracting plan. The prime contractor shall provide the rating to the small business concern within 15 calendar days of the request. The rating provided by the prime contractor to the first-tier small business Subcontractor shall utilize the five-scale ratings system found in FAR 42.1503 (48 CFR 42.1503): Exceptional, Very Good, Satisfactory, Marginal, and Unsatisfactory. The prime contractor must include, at a minimum, the following evaluation factors in the requested rating:

(i) Technical (quality of product or service);

(ii) Cost control (not applicable for firm-fixed-price or fixed-price with economic price adjustment arrangements);

(iii) Schedule/timeliness;

(iv) Management or business relations; and

(v) Other (as applicable).

(2) Responsibility of first-tier small business Subcontractors. A first-tier small business Subcontractor must make the request for a performance rating from the prime contractor within 30 days after the completion of the period of performance for the prime contractor's contract with the Government. However, the prime contractor and the first-tier small business Subcontractor may negotiate a later deadline for the request for a performance rating, but in no case can the prime contractor impose a deadline earlier than 30 days after the completion of the period of performance for the prime contractor's contract with the Government. The Subcontractor may notify the contracting officer in the event that the prime contractor does not comply with its responsibility to submit a timely rating.

(3) Joint ventures that performed as first-tier Subcontractors. A small business member of a joint venture may request a past performance rating under paragraph (c)(1) of this section, where a joint venture performed as a first-tier Subcontractor. The joint venture member may then submit the Subcontractor past performance rating to a procuring agency in accordance with paragraph (b) of this section.

(4) Evaluation. When evaluating the past performance of a small business concern that elected to use a rating for its offer on a prime contract, a contracting officer shall consider the concern's experience and rating of past performance as a first-tier Subcontractor. This includes where the small business concern lacks a past performance rating as a prime contractor in the Contractor Performance Assessment Reporting System (CPARS), or successor system used by the Federal Government to monitor or rate contractor past performance.

Small Business PRIOR EXPERIENCE: The NDAA FY2021 at Section 868 requires COs to consider two types of Prior Experience submitted by small business concerns: (1) Prior https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/cfr/text/13/125.11#b_1_i_C https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=ad50d7f3739a2d3bcacea7f40f4d7895&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/cfr/text/48/42.1503 https://www.law.cornell.edu/cfr/text/48/42.1503 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/cfr/text/13/125.11#b https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11

Experience as a first-tier Subcontractor, and (2) work performed as part of a joint venture.

Section 868 amended 15 U.S.C. § 644 to allow a small business concern, if it has no relevant Prior Experience of its own, to rely on the performance of a joint venture in which it took part.

The small business is required to describe its duties and responsibilities as part of the joint venture within its proposal.

For this solicitation, an Offeror that is a small business concern shall describe its duties and responsibilities as part of the JV in which it took part. In October 2021, the Small Business Administration (SBA) updated its regulations to implement Section 858 of NDAA FY2021:

13 CFR 125.2(g)

(g) Capabilities, past performance, and experience. When an offer of a small business prime contractor includes a proposed team of small business Subcontractors and specifically identifies the first-tier Subcontractor(s) in the proposal, the head of the agency must consider the capabilities, past performance, and experience of each first tier Subcontractor that is part of the team as the capabilities, past performance, and experience of the small business prime contractor if the capabilities, past performance, and experience of the small business prime does not independently demonstrate capabilities and past performance necessary for award.

13 CFR 125.8(e)

(e) Capabilities, past performance and experience. When evaluating the capabilities, past performance, experience, business systems and certifications of an entity submitting an offer for a contract set aside or reserved for small business as a joint venture established pursuant to this section, a procuring activity must consider work done and qualifications held individually by each partner to the joint venture as well as any work done by the joint venture itself previously.

A procuring activity may not require the protégé firm to individually meet the same evaluation or responsibility criteria as that required of other Offerors generally. The partners to the joint venture in the aggregate must demonstrate the past performance, experience, business systems and certifications necessary to perform the contract.

13 CFR 125.11

(a) General. In accordance with sections 15(e)(5) and 8(d)(17) of the Small Business Act, agencies are required to consider the past performance of certain small business Offerors that have been members of joint ventures or have been first-tier Subcontractors. The agencies shall consider the small business' past performance for the evaluated contract or order similarly to a prime-contract past performance.

(b) Small business concerns that have been members of joint ventures- (1) Joint venture past performance.

(i) When submitting an offer for a prime contract, a small business concern that has been a member of a joint venture may elect to use the experience and past performance of the joint venture (whether or not the other joint venture partners were small business concerns) where the small business does not independently demonstrate past performance necessary for award. The small business concern, when making such an election, shall:

(A) Identify to the contracting officer the joint venture of which the small business concern is or was a member;

https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.8 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=49c2f99c72f6be93f3fab3be48de1468&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.8 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.8 https://www.law.cornell.edu/topn/small_business_act https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=ad50d7f3739a2d3bcacea7f40f4d7895&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11

(B) Identify the contract or contracts of the joint venture that the small business elects to use for its experience and past performance for the prime contract offer; and

(C) Inform the contracting officer what duties and responsibilities the concern carried out or is carrying out as part of the joint venture.

(ii) A small business cannot identify and use as its own experience and past performance work that was performed exclusively by other partners to the joint venture.

(2) Evaluation. When evaluating the past performance of a small business concern that has submitted an offer on a prime contract, the contracting officer shall consider the joint venture past performance that the concern elected to use under paragraph (b)(1) of this section, giving due consideration to the information provided under paragraph (b)(1)(i)(C) of this section for the performance of the evaluated contract or order. This includes where the small business concern lacks a past performance rating as a prime contractor in the Contractor Performance Assessment Reporting System, or successor system used by the Federal Government to monitor or rate contractor past performance.

(c) Small business concerns that have performed as first-tier Subcontractors-

(1) Responsibility of prime contractors. A small business concern may request a rating of its Subcontractor past performance from the prime contractor for a contract on which the concern was a first-tier Subcontractor and which included a subcontracting plan. The prime contractor shall provide the rating to the small business concern within 15 calendar days of the request. The rating provided by the prime contractor to the first-tier small business Subcontractor shall utilize the five-scale ratings system found in FAR 42.1503 (48 CFR 42.1503): Exceptional, Very Good, Satisfactory, Marginal, and Unsatisfactory. The prime contractor must include, at a minimum, the following evaluation factors in the requested rating:

(i) Technical (quality of product or service);

(ii) Cost control (not applicable for firm-fixed-price or fixed-price with economic price adjustment arrangements);

(iii) Schedule/timeliness;

(iv) Management or business relations; and

(v) Other (as applicable).

(2) Responsibility of first-tier small business Subcontractors. A first-tier small business Subcontractor must make the request for a performance rating from the prime contractor within 30 days after the completion of the period of performance for the prime contractor's contract with the Government. However, the prime contractor and the first-tier small business Subcontractor may negotiate a later deadline for the request for a performance rating, but in no case can the prime contractor impose a deadline earlier than 30 days after the completion of the period of performance for the prime contractor's contract with the Government. The Subcontractor may notify the contracting officer in the event that the prime contractor does not comply with its responsibility to submit a timely rating.

(3) Joint ventures that performed as first-tier Subcontractors. A small business member of a joint venture may request a past performance rating under paragraph (c)(1) of this section, where a joint venture performed as a first-tier Subcontractor. The joint venture member may then submit the Subcontractor past performance rating to a procuring agency in accordance with paragraph (b) of this section.

(4) Evaluation. When evaluating the past performance of a small business concern that elected to use a rating for its offer on a prime contract, a contracting officer shall consider the concern's experience and rating of past performance as a first-tier Subcontractor. This includes where the https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/cfr/text/13/125.11#b_1_i_C https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=ad50d7f3739a2d3bcacea7f40f4d7895&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/cfr/text/48/42.1503 https://www.law.cornell.edu/cfr/text/48/42.1503 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 https://www.law.cornell.edu/cfr/text/13/125.11#b https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=4e665a659039c61f9f67ca8cbe683d8a&term_occur=999&term_src=Title:13:Chapter:I:Part:125:125.11 small business concern lacks a past performance rating as a prime contractor in the Contractor Performance Assessment Reporting System (CPARS), or successor system used by the Federal Government to monitor or rate contractor past performance.

KP PRIOR EXPERIENCE: If PRIOR EXPERIENCE for the offering firm does not exist, the Offeror may not substitute PRIOR EXPERIENCE of KP that it is proposing to perform major aspects of the work under any resulting contract.

PRIOR EXPERIENCE of Predecessor Companies: An Offeror may submit Prior Efforts performed by its predecessor companies. An Offeror may submit Prior Efforts performed by predecessor companies of its proposed significant subcontractors. If the Offeror is a Joint Venture, an Offeror may submit Prior Efforts performed by predecessor companies of the JV partners. However, PRIOR EXPERIENCE performed by predecessor companies will not be considered as highly as PRIOR EXPERIENCE performed by currently existing companies (e.g., the principal Offeror, proposed significant Subcontractors, etc).

If the proposed Prior Experience was performed by a predecessor company, provide the information for the recent and relevant contract of the predecessor company, document the history of the evolution from the predecessor company, and provide explanation for why the Prior Experience information of the predecessor company should be attributed to the Offeror.

Any Prior Experience of a company that in the future might, but has not yet, become part of the Offeror's company, including but not limited to any pending novation agreements, mergers, and acquisitions, will NOT be considered. Any Prior Experience of a predecessor company or division divested away from the Offeror also will NOT be considered.

If an Offeror submits PRIOR EXPERIENCE of predecessor companies, it is very important that the Offeror submit a narrative explanation any Past Corporate Reorganizations, such as Mergers & Acquisitions. This narrative must explain how those predecessor companies are related to the Offeror and how the PRIOR EXPERIENCE of those predecessor companies is predictive of the future performance of the Offeror. If an Offeror submits said narrative explanation on Past Corporate Reorganizations in another section of its proposal, such as the Business Proposal Volume, the Government has no obligation to provide those pages of the Business Proposal Volume to the evaluators, and further, the Offeror's proposal may be deemed non-compliant, eliminated from the competition, and not further evaluated.

PRIOR EXPERIENCE Information Chart, List of References For each Prior Effort that the Offeror specifically mentions in its PRIOR EXPERIENCE Narrative, the Offeror shall provide an Information Chart in the format below:

Offeror's Name:

Entity To Whom This Experience Past Effort Belongs and

Relationship to Offeror:

Date Services Provide d

(MM/Y

YY to

MM/Y

Y)

Clie nt Na me

Refere nce

POC

Name, Addres s, Phone, Email

Type of Servic es Provi ded

If this was a Federal Govern ment Contract , provide the Contract Number

Total Dollar Value of the Contr act

Princi pal Partne rs/ Key Person nel on this Past Effort

Entity's role in this Past Effort?

(Prime, Subcontra ctor, JV Partner)?

CPA

RS

on File?

Yes or No

As shown in the chart above, the Offeror shall include in its proposal a List of PRIOR EXPERIENCE References. If an Offeror has no such PRIOR EXPERIENCE references, then the Offeror will still submit the List of PRIOR EXPERIENCE References with a statement explaining that it has no such PRIOR EXPERIENCE references.

For each Past Effort, the Offeror shall include the name and contact information of at least one reference that can substantiate the real example of real work and real results. The information shall be sufficiently detailed so that the evaluators can determine whether the examples demonstrate the prime contractor's experience. The Government will not contact the reference to obtain detail lacking from the Offeror's response.

For corporate PRIOR EXPERIENCE, the POC/reference must be an individual with first-hand knowledge of the experience. Note, HUD Contracting Officers do not have first-hand knowledge of contractor Prior Experience. The Offerors shall not send any PRIOR EXPERIENCE Questionnaires to HUD Contracting Officers. If an Offeror fails to abide by this instruction, its proposal may be deemed non-compliant, eliminated from the competition, and not further evaluated.

PRIOR EXPERIENCE Corporate Reorganizations The Offeror shall include a narrative that addresses both past and pending corporate reorganizations, if any, of the principal Offeror. If the Offeror is submitting PRIOR EXPERIENCE information on its proposed Subcontractor(s), or Joint Venture (JV) Partners, the Offeror shall also address both past and pending corporate reorganizations, if any, of those particular entities.

CPARS Check for PRIOR EXPERIENCE The Government is not evaluating PAST PERFORMANCE. The Government reserves the right to check CPARS solely to confirm the Offeror's PRIOR EXPERIENCE. The government may contact references provided if CPARS data is not available to confirm prior experience.

What if an Offeror's "specifically mentioned: Prior Effort was an IDIQ or BPA?

If the Offeror wishes to submit a BPA or IDIQ as a "specifically mentioned" Prior Effort, the Offeror must also submit an order issued under that BPA/IDIQ. This is because it is possible that no orders are ever issued under an IDIQ/BPA. If the Offeror submits a PRIOR EXPERIENCE Prior Effort that is a BPA or IDIQ, the Offeror must provide the following for that reference: (1) the BPA/IDIQ number and type of contract vehicle; (2) the BPA call order number or IDIQ task/delivery order number for one order issued under the BPA/IDIQ, and that order must be an order that required the Offeror to perform work that is relevant to this Solicitation's requirement; (3) the BPA establishment document or IDIQ contract award document, with the BPA/IDIQ SOW; (4) the SOW for the order; (5) the name, job title, role on the BPA/IDIQ, employer, email address, and phone number of a Point-of-Contact that can verify the scope of the BPA/IDIQ; and (6) the name, job title, role on the order, employer, email address, and phone number of a Point-of-Contact that can verify the Offeror's experience on the specific order submitted by the Offeror.

PRIOR EXPERIENCE Instructions: Miscellaneous Cautionary Notices including BPA/IDIQ situations

· If an Offeror submits PRIOR EXPERIENCE information for a Prior Effort that was an IDIQ contract or a BPA, the Offeror must identify a specific task/call order under that specific IDIQ contract/specific BPA, including task/call order number, dates, POC/reference, type of services provided (all of the information categories shown in the PRIOR EXPERIENCE Information Chart)

· The information gathered for PRIOR EXPERIENCE may also be used in a FAR 9.104-1 Responsibility determination.

· For additional cautionary notices, see the PRIOR EXPERIENCE Evaluation Factors' Cautionary Notices block in the Evaluation Factors section.

17. By submission of its offer or quotation, the Offeror accepts all solicitation requirements, including terms and conditions, representations and certifications, and technical requirements.

2. Volume I, Part B, Sample Call Order Questions (five (5) pages)

The page limit for Part B, Sample Call Order Questions is five (5) pages.

The Offeror shall address the following Sample Call Order Questions

1. Respond to the following scenario: The COR identifies the need for rent comparability studies (RCS) for the following locations: Rockford IL, Indianapolis IN, and Madison WI. On July 15th, the COR contacts you with an RCS request for each location, with a due date of August 16th. The COR needs 1 study in each area.

1.1. Please provide your firm's approach demonstrating how you will meet the requirements described in the PWS and provide the RCS for each location by August 16th. The approach must provide the timelines for performing the tasks.

1.2. For this Sample Call Order, please state if the certified general appraiser (CGA) for each location is an employee of your firm, or a Subcontractor. Please identify and explain what aspects of the work are performed by your firm, and what aspects of the work are performed by the Subcontractor (if applicable). If you are a Joint Venture, please identify what aspects of the work are performed by each JV Partner.

1.3. For this Sample Call Order, describe the reporting relationships of all Subcontractors (if applicable).

3. Volume I, Part C, Writing Sample (no page limit; this does not count toward the page limit for Volume I)

There is no page limit for Part C, Writing Sample. It does not count toward the page limit for Volume I.

The Offeror shall submit a Writing Sample. The Writing Sample must be a Rental Comp. Study written by the Offeror, the Offeror's Proposed Significant Subcontractor, or the Offeror's Proposed JV Partner.

B. Volume II : Business Proposal (Hidden Call Order Scenario) (no page limit)

There is no page limit for the Business Proposal.

The Offeror shall submit Volume II, Business Proposal. This shall contain the Offeror's Price Quote.

The Offeror shall complete and submit its Price Quote using Solicitation Attachment #2, BPA

PRICE RATES FOR HUD RENTCOMPARABILITY STUDIES, MF HOUSING,

MIDWEST REGION Excel spreadsheet template.

The Government is utilizing the Rates Only Pricing Evaluation (ROPE) Technique. Prior to the issuance of the solicitation, the Government created a realistic estimated number of studies to be ordered per year, for a scenario that is different than the Sample Call Order Fact Pattern for Volume I. The Government will not share this information with the Offeror. Instead, the Government requires the Offeror to submit only its unit rates. The Offeror must complete the Price Rates Worksheet by completing all cells not already filled-in by the Government. The Government will then apply those rates to its Hidden Call Order Price Evaluation Factor Scenario to arrive at a total evaluated price to use in the best-value tradeoff analysis. The Government will not disclose this Hidden Call Order Price Evaluation Factor Scenario to the Offerors.

To be clear, the Offeror's proposed unit rate for the Price Evaluation Factor Scenario will be applicable for the entire length of the BPA.

Historical Quantities - Informational Purposes To assist the offerors in determining their prices, HUD is providing historical quantities. The following information depicts the number of Rent Comparability Studies in the HUD Midwest

Region in the past several years:

State 2019 - 20 2020-21 2021-22 2022-23 2023-24 Total

Average / yr

Illinois 11 9 6 11 0 37 12.3 Indiana 0 1 2 3 0 6 2.0 Ohio 5 5 6 4 4 24 8.0 Michigan 7 4 9 12 0 32 10.7 Minnesota 8 8 9 7 0 32 10.7 Wisconsin 0 0 3 3 0 6 2.0

As-Is vs. Post-Rehab:

Period Start End As-Is Post- Rehab

Base TO#1 8/6/2019 8/5/2020 19 12 Task Order #2 8/6/2020 8/5/2021 22 5 Task Order #3 8/6/2021 8/5/2022 31 4 Task Order #4 8/6/2022 8/5/2023 39 1 Task Order #5 8/6/2023 8/5/2024 Total - - 111 22

SECTION M - Evaluation Factors for Award

52.212-2 EVALUATION - COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES.

(NOV 2021)

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

1) Prior Experience

2) Price

(Contracting Officer shall insert the significant evaluation factors, such as (i) Prior Experience (see FAR 15.304); and include them in the relative order of importance of the evaluation factors, such as in descending order of importance.)

Prior Experience is Significantly more important than price.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the…