Updated - solicitation 86614126R00002.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

CODE 16. ADMINISTERED BYCODE

X

X

X

No

541310

SIZE STANDARD:

% FOR:SET ASIDE:UNRESTRICTED ORHUD-NFNC

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

10/14/2026 1300 CT

09/15/2026

CHRISTOPHER RODRIGUEZ

(No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

86614126R00002

5. SOLICITATION NUMBER

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

1 107 RCS-HY-2026-00030OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

77 WEST JACKSON BLVD ROOM 2517

TELEPHONE NO.

17a. CONTRACTOR/

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

$12.5

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.

Nationwide Multifamily Housing Construction Inspection Services Period of Performance: 02/01/2027 to 01/31/2032

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

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

TRAVIS L. SUTTON

. 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

107 2 of

RFQ#86614126R00002 - Nationwide Multifamily Housing Construction Inspection Services

PART I – SF1449 Continuation

1. Description of Services: The U.S. Department of Housing and Urban Development (HUD) Office of Multifamily Housing requires contractor support to conduct onsite inspections of new construction and substantial rehabilitation of multifamily housing projects and performing various inspection tasks. These services will provide HUD with the field/site data necessary to make informed decisions regarding the construction/rehabilitation phase of HUD multifamily mortgage insurance underwriting and capital advance programs.

2. Acquisition Strategy: The Government is issuing this Request for Proposal (RFP) 86614126R00002 on SAM.gov with the intent to award a Firm-Fixed-Price (FFP)/Indefinite Delivery Indefinite Quantity (IDIQ) contract, in accordance with Revolutionary FAR Overhaul (RFO) 12/15/ as a small business set aside.

This is a notice that this order is a total set-aside for small business concerns. Only proposals submitted by small business concerns will be accepted by the Government.

Any quote that is submitted by a contractor that is not [insert either “a small business concern” or specify a subset of small business concern] will not be considered for award.

3. Services: The Contractor shall provide services in accordance with the attached Performance Work Statement (PWS), Contract Line-Item Numbers (CLINs), terms and conditions.

4. NAICS Code: 541310

5. Product Service Code (PSC): C219

6. Period of Performance: This contract will consist of one (1) Base Period: 02/01/2027 – 01/31/2032.

7. Contract type: Firm-Fixed-Price (FFP)/Multiple-Award Indefinite Delivery Indefinite Quantity (IDIQ). The government anticipates awarding up to three FFP Multiple-Award IDIQ contract(s) for each of the five (5) regions but reserves the right to combine regions into one contract award if one contractor receives an award for more than one region or expand or reduce the size of a geographic region under an awarded contract. Submitting a proposal for all regions is not required. The government will reject any regional proposal that proposes to only partially perform in the entire region.

The resulting contracts will establish the terms, conditions, unit prices, ordering procedures, and maximum ordering limitations applicable to future orders for the required services. The contracts are not intended to constitute a FAR Part 17 multi-year contract or a commitment by the Government to acquire the estimated requirements for each fiscal year of the ordering period.

The ordering period may extend across multiple fiscal years. The existence of an ordering period that spans multiple fiscal years does not constitute a Government commitment to acquire services in each fiscal year.

Except for the Guaranteed Minimum stated in the contract, the Government does not guarantee that any particular quantity, dollar value, or level of services will be ordered during any fiscal year or during the ordering period.

Individual orders will be issued only when the Government has a bona fide requirement and appropriate funding is available. Each order will be separately funded in accordance with applicable fiscal law and the terms of the resulting contract.

ORDERING PERIOD

The ordering period is established solely to provide the Government with a vehicle for placing orders when requirements arise. The Government does not obligate itself at IDIQ award to purchase the Best Estimated Quantities (BEQs), historical demand quantities, or any other estimated future requirements identified in this Solicitation.

The Government may issue no orders or may issue orders in quantities or at times different from the estimates contained in this Solicitation, subject only to the Government's contractual obligations, including the Guaranteed Minimum.

The expiration of the ordering period does not constitute a cancellation of a multiyear commitment because the Government is not making a multiyear procurement commitment under this contract.

ORDERING

Orders shall be issued only by authorized Government personnel in accordance with the Ordering Procedures clause. An order transmitted electronically by an authorized Contracting Officer, including by email when expressly authorized by the Ordering Procedures clause, shall constitute the Government's issuance of the task order.

IDIQ Contract Minimum and Maximum

Master IDIQ:

• Guaranteed minimum: $133,000

• IDIQ maximum ceiling: $37,000,000

For each awarded IDIQ contract:

• Guaranteed Minimum Per Region:

▪ Northeast Region: $23,000

▪ Southeast Region: $25,000

▪ Southwest Region: $45,000

▪ West Region: $30,000

▪ Midwest Region: $10,000

• Maximum IDIQ Ceiling Per Region:

▪ Northeast Region: $6,409,000

▪ Southeast Region: $8,094,000

▪ Southwest Region: $11,818,000

▪ West Region: $8,286,000

▪ Midwest Region: $2,354,000

The guaranteed minimum is the Government's minimum contractual obligation under the IDIQ contract. The maximum IDIQ ceiling is the maximum aggregate quantity/value that may be ordered under the contract, unless otherwise expressly authorized by the contract.

Task-Order Limitations

The minimum and maximum order limitations stated in FAR 52.216-19, as completed in this solicitation, apply to individual task orders and are separate from the guaranteed minimum and maximum ceiling of the IDIQ contract.

8. Place of performance:

LOCATION OF REGIONS AND FEDERAL HOUSING ADMINISTRATION ZONES

The contractor must perform the services (i.e., projects) in the following MF Housing (MFH) Region: *** To Be Determined (TBD) at Time of Award ***

Northeast Region (by FHA zone):

Washington D.C (000) and 13 States: Connecticut (017), Delaware (032), Maine (022), Massachusetts (023), Maryland (052), New Hampshire (024), New Jersey - North (031) and South (035), New York - Buffalo (014) and New York City (012), Pennsylvania - East (034) and West (033), Rhode Island (016), Vermont (026), Virginia (051), and West Virginia (045).

Southeast Region (by FHA zone):

Puerto Rico (056) and 8 States: Alabama (062), Florida - North (063), Central (067), and South (066), Georgia (061), Kentucky (083), Mississippi (065), North Carolina (053), South Carolina (054), and Tennessee - Knoxville (087), Memphis (081), Nashville (086).

Midwest Region (by FHA zone):

6 States: Illinois - Chicago (071) and Springfield (072), Indiana (073), Michigan - Detroit (044), Grand Rapids (047), and Flint (048), Minnesota (092), Ohio - Cleveland (042), Columbus (043) and Cincinnati (046), and Wisconsin (075).

Southwest Region (by FHA zone):

9 States: Arkansas (082), Iowa (074), Kansas (102), Louisiana (064), Missouri - East

(085) and West (084), Nebraska (103), New Mexico (116), Oklahoma - East (118) and West (117), and Texas - Fort Worth (113), Houston (114), and San Antonio (115).

West Region (by FHA zone):

14 States: Alaska (176), Arizona (123), California - Los Angeles (122), Riverside (143), San Diego (129), San Francisco (121) and Northern California (136), Colorado (101), Hawaii (140), Idaho (124), Montana (093), Nevada (125), North Dakota (094), Oregon (126), South Dakota (091), Utah (105), Washington - Spokane (171) and Seattle (127), and Wyoming (109).

9. On-ramp/off-ramp provisions

a. ON-RAMP PROCEDURES

The Government may conduct an on-ramp during the ordering period when the Contracting Officer determines that additional contract holders are necessary or advantageous to meet Government requirements, increase competition, increase the availability of qualified small businesses, or otherwise support the Government's mission.

Any on-ramp competition will be conducted pursuant to a new solicitation or other lawful competitive procedure and will use evaluation criteria and material contract terms consistent with the requirements established for the existing contract vehicle, to the maximum extent permitted by applicable law and regulation.

An on-ramp award will not extend the ordering period of the existing contract.

The Government does not guarantee that an on-ramp will be conducted or that any additional contract will be awarded.

b. OFF-RAMP PROCEDURES

The Government may remove a Contractor from the active ordering pool or decline to continue the Contractor's participation in a subsequent ordering period when authorized by the contract and applicable law.

Potential grounds for off-ramping may include, but are not limited to:

1. Failure to submit a proposal in response to multiple task-order solicitations when the Contractor was eligible and required to participate;

2. Failure to receive an order during a specified evaluation period, when the solicitation or contract expressly establishes such criterion;

3. Failure to satisfy material contract performance requirements;

4. Repeated failure to satisfy required deliverables or quality standards;

5. Failure to maintain required eligibility or representations; and

6. Other objective criteria expressly identified in the contract.

In evaluating whether off-ramping is appropriate, the Government will give priority consideration to relevant past performance on earlier orders under the contract, consistent with applicable law and the evaluation methodology stated in the contract.

Off-ramping will not be based solely on a Contractor's failure to receive an order unless the solicitation expressly identifies such failure as an off-ramp criterion and the criterion is applied consistently.

c. TEAMING ARRANGEMENTS

After award, a Contractor may not add, remove, or substitute team members in a manner that materially changes the basis on which the Government evaluated the Contractor's proposal unless such change is permitted by the contract and applicable law and is approved by the Contracting Officer.

Nothing in this provision authorizes a Contractor to modify its post-award teaming arrangement in a manner that circumvents the competition requirements applicable to the contract.

10. Questions: Questions shall be submitted electronically via email with subject line FOUO\\INFO: Solicitation 86614126R00002 Technical Question to CO Travis Sutton at Travis.L.Sutton@hud.gov, CS Christopher Rodriguez Christopher.J.Rodriguez@hud.gov on or before September 29, 2026, at 1:00PM Central Standard Time. Responses to technical questions will be posted as an amendment to this notice.

11. Proposal Submission: Proposals shall be submitted electronically via email with subject line FOUO\\INFO: Solicitation 86614126R00002 – (Insert Company Name and Region). to CO Travis Sutton at Travis.L.Sutton@hud.gov, Christopher Rodriguez at Christopher.J.Rodriguez@hud.gov on or before the closing date of October 14, 2026, at 1:00PM Central Standard Time.

Email Submission Size Limitation: Email messages and attachments submitted to HUD shall comply with HUD's maximum email message/file size limitation of 28 megabytes (MBs). If a proposal submission exceeds this limitation, the Offeror shall use additional emails. Offerors are responsible for ensuring timely receipt of their complete proposal in accordance with the submission instructions.

Alternate proposals: The solicitation does not authorize offerors to propose alternative terms and conditions or line items. Such alternate proposals will be considered non-compliant / non-conforming, technically unacceptable, and ineligible for award.

Alternate proposals will not be evaluated. Alternate proposals will be eliminated and not further evaluated.

12. HUD Contacts:

Contracting Officer: Travis Sutton Travis.L.Sutton@hud.gov

Contract Specialist: Christopher Rodriguez at Christopher.J.Rodriguez@hud.gov

Part II – Contract Clauses

RFO 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):

mailto:Travis.L.Sutton@hud.gov mailto:Christopher.J.Rodriguez@hud.gov javascript:__doPostBack('ctl00$ctl00$body$homebody$RecentDocuments$C$RecentDocumentsControl$PinnedDocumentResults$ctl05$DocumentNumberLink','') mailto:Travis.L.Sutton@hud.gov mailto:Christopher.J.Rodriguez@hud.gov mailto:Travis.L.Sutton@hud.gov mailto:Christopher.J.Rodriguez@hud.gov

Revolutionary FAR Overhaul (RFO): https://www.acquisition.gov/far-overhaul/far-part-deviation-guide

HUDAR: https://www.hud.gov/program_offices/cpo/hudar

RFO CLAUSES TITLE DATE

52.203-3 GRATUITIES APR 1984

52.203-6 RESTRICTIONS ON SUBCONTRACTOR SALES TO

THE GOVERNMENT ALT I

NOV 2021

52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE

CERTAIN FEDERAL TRANSACTIONS

JUN 2020

52.203-13 CONTRACTOR CODE OF BUSINESS ETHICS AND

CONDUCT

NOV 2021

52.203-16 PREVENTING PERSONAL CONFLICTS OF INTEREST JUN 2020

52.203-17 CONTRACTOR EMPLOYEE WHISTLEBLOWER

RIGHTS

NOV 2023

52.203-19 PROHIBITION ON REQUIRING CERTAIN INTERNAL

CONFIDENTIALITY AGREEMENTS OR STATEMENTS

JAN 2017

52.204-9 PERSONAL IDENTITY VERIFICATION OF

CONTRACTOR PERSONNEL

JAN 2011

52.204-10 REPORTING EXECUTIVE COMPENSATION AND

FIRST-TIER SUBCONTRACT AWARDS

NOV 2025

52.204-13 SYSTEM FOR AWARD MANAGEMENT

MAINTENANCE

NOV 2025

52.204-15 SERVICE CONTRACT REPORTING REQUIREMENTS

FOR INDEFINITE-DELIVERY CONTRACTS

NOV 2025

52.204-19 INCORPORATION BY REFERENCE OF

REPRESENTATIONS AND CERTIFICATIONS

DEC 2014

52.209-6 PROTECTING THE GOVERNMENT’S INTEREST

WHEN SUBCONTRACTING WITH CONTRACTORS

DEBARRED, SUSPENDED, OR PROPOSED FOR

DEBARMENT

NOV 2025

52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION

REGARDING RESPONSIBILITY MATTERS

NOV 2025

52.209-10 PROHIBITION ON CONTRACTING WITH INVERTED

DOMESTIC CORPORATIONS

NOV 2025

52.212-4 TERMS AND CONDITIONS—COMMERCIAL

PRODUCTS AND COMMERCIAL SERVICES

NOV 2025

52.219-6 NOTICE OF TOTAL SMALL BUSINESS SET-ASIDE NOV 2025

52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS NOV 2025

52.219-13 NOTICE OF SET-ASIDE OF ORDERS MAR 2020

52.219-28 POSTAWARD SMALL BUSINESS PROGRAM

REREPRESENTATION

NOV 2025

52.222-1 NOTICE TO THE GOVERNMENT OF LABOR

DISPUTES

NOV 2025

52.222-3 CONVICT LABOR NOV 2025

https://www.hud.gov/program_offices/cpo/hudar

52.222-19 CHILD LABOR—COOPERATION WITH AUTHORITIES

AND REMEDIES.

NOV 2025

52.222-35 EQUAL OPPORTUNITY FOR VETERANS NOV 2025

52.222-36 EQUAL OPPORTUNITY FOR WORKERS WITH

DISABILITIES

NOV 2025

52.222-37 EMPLOYMENT REPORTS ON VETERANS NOV 2025

52.222-40 NOTIFICATION OF EMPLOYEE RIGHTS UNDER THE

NATIONAL LABOR RELATIONS ACT

NOV 2025

52.222-43 FAIR LABOR STANDARDS ACT AND SERVICE

CONTRACT LABOR STANDARDS—PRICE

ADJUSTMENT (MULTIPLE YEAR AND OPTION

CONTRACTS).

NOV 2025

52.222-50 COMBATING TRAFFICKING IN PERSONS NOV 2025

52.222-54 EMPLOYMENT ELIGIBILITY VERIFICATION NOV 2025

52.222-90 ADDRESSING DEI DISCRIMINATION BY FEDERAL

CONTRACTORS.

APR 2026

52.223-5 POLLUTION PREVENTION & RIGHT-TO-KNOW

INFORMATION

MAY 2024

52.224-1 PRIVACY ACT NOTIFICATION APR 1984

52.224-2 PRIVACY ACT APR 1984

52.224-3 PRIVACY TRAINING JAN 2017

52.226-8 ENCOURAGING CONTRACTOR POLICIES TO BAN

TEXT MESSAGING WHILE DRIVING.

MAY 2024

52.227-14 RIGHTS IN DATA – GENERAL MAY 2014

52.227-17 RIGHTS IN DATA – SPECIAL WORKS DEC 2017

52.232-23 ASSIGNMENT OF CLAIMS MAY 2014

52.232-29 TERMS FOR FINANCING OF PURCHASES OF

COMMERCIAL PRODUCTS AND COMMERCIAL

SERVICES

NOV 2021

52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER-

SYSTEM FOR AWARD MANAGEMENT

OCT 2018

52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL

BUSINESS SUBCONTRACTORS

MAR 2023

52.233-3 PROTEST AFTER AWARD NOV 2025

52.233-4 APPLICABLE LAW FOR BREACH OF

CONTRACT CLAIM

NOV 2025

52.237-3 CONTINUITY OF SERVICES JAN 1991

52.240-91 SECURITY PROHIBITIONS AND EXCLUSIONS NOV 2025

52.242-13 BANKRUPTCY JUL 1995

52.242-15 STOP-WORK ORDER APR 1984

52.244-6 SUBCONTRACTS FOR COMMERCIAL PRODUCTS

AND COMMERCIAL SERVICES

DEVIATION

DATE

52.245-1 GOVERNMENT PROPERTY SEP 2021

52.246-11 HIGHER-LEVEL CONTRACT QUALITY

REQUIREMENT

DEC 2014

52.253-1 COMPUTER GENERATED FORMS JAN 1991

HUDAR

CLAUSES

TITLE DATE

2452.203-70 PROHIBITION AGAINST THE USE OF FEDERAL

EMPLOYEES

APR 2019

2452.208-71 REPRODUCTION OF REPORTS APR 2019

2452.222-70 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND

SEMINARS TO PERSONS WITH DISABILITIES

FEB 2006

2452.246-70 INSPECTION AND ACCEPTANCE APR 2019

FULL TEXT CLAUSES

RFO 52.215-21 REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND

DATA OTHER THAN CERTIFIED COST OR PRICING DATA - MODIFICATIONS.

ALTERNATE III (NOV 2025) AND ALTERNATE IV (NOV 2025)

(a) Submission of certified cost or pricing data is not required.

(b) Provide data described below:

(1) The contractor must show the application of their proposed mathematical formulas used for the unit prices. The mathematical break down of the total unit price must reflect labor categories, labor rates, number of hours for tasks, materials, and any other costs (separate travel effort from the task effort) that make up the bottom-line price and necessary to permit an adequate evaluation of the proposed price in accordance with 15.403-3.

(2) An offeror must describe the pricing sources, facts, judgmental factors, assumptions and rationale used for developing the inputs into the mathematical formulas.

(3) The pricing data and supporting information should be sufficient for an adequate evaluation and support the contractor’s technical approach, such as location of qualified personnel in relation to travel effort and costs. The contractor must provide access to records necessary to permit the government to perform an adequate price analysis, and to support proposed unit prices.

(c) Submit the cost portion of the proposal via the following electronic media:

electronic media using current commercial software. The contractor must show the application of their proposed mathematical formulas used for the unit prices in an excel workbook. The contractor may use either word or a pdf for supporting narrative not included in the excel workbook.

(End of clause)

RFO 52.216-18 ORDERING. (AUG 2020)

a) Any supplies and services to be furnished under this contract shall be ordered by issuance of delivery orders or task orders by the individuals or activities designated in the Schedule. Such orders may be issued from [regional contract effective date] through [regional ordering-period expiration date].

(b) All delivery orders or task orders are subject to the terms and conditions of this contract. In the event of conflict between a delivery order or task order and this contract, the contract shall control.

(c) A delivery order or task order is considered "issued" when—

(1) If sent by mail, the Government deposits the order in the mail;

(2) If sent by fax, the Government transmits the order to the Contractor's fax number; or

(3) If sent electronically, the Government either—

(i) Posts a copy of the delivery order or task order to a Government document access system and notice is sent to the Contractor; or

(ii) Distributes the delivery order or task order via email to the Contractor's email address.

(d) Orders may be issued by methods other than those enumerated in this clause only if authorized in the contract.

The current RFO 52.216-18 itself calls for the Government to insert the dates during which orders may be issued; it does not itself establish a 30-day reduction from the contract expiration date.

(End of clause)

RFO 52.216-19 ORDER LIMITATIONS. (OCT 1995)

(a) Minimum order. When the Government requires supplies or services covered by this contract in an amount of less than the quantity for the applicable awarded contract region(s) in the table below, Region Northeast Southeast Southwest West Midwest

Minimum Quantity 24 36 48 24 12 the Government is not obligated to purchase, nor is the Contractor obligated to furnish, those supplies or services under the contract.

(b) Maximum order. The Contractor is not obligated to honor-

(1) Any order for a single item in excess of the quantity for the applicable awarded contract region(s) in the table below;

Region Northeast Southeast Southwest West Midwest

Maximum Quantity 6,730 8,496 12,346 6,726 2,788

(2) Any order for a combination of items in excess of the quantity for the applicable awarded contract region(s) in the table below;

Region Northeast Southeast Southwest West Midwest

Maximum Quantity 6,730 8,496 12,346 6,726 2,788 or

(3) A series of orders from the same ordering office within 270 days that together call for quantities exceeding the limitation in subparagraph (b)(1) or (2) above.

(c) If this is a requirements contract (i.e., includes the Requirements clause at subsection 52.216-21 of the Federal Acquisition Regulation (FAR)), the Government is not required to order a part of any one requirement from the Contractor if that requirement exceeds the maximum-order limitations in paragraph (b) above.

(d) Notwithstanding paragraphs (b) and (c) above, the Contractor shall honor any order exceeding the maximum order limitations in paragraph (b), unless that order (or orders) is returned to the ordering office within seven (7) calendar days after issuance, with written notice stating the Contractor's intent not to ship the item (or items) called for and the reasons.

Upon receiving this notice, the Government may acquire the supplies or services from another source.

(e) IDIQ Minimum Guarantee Requirement

(1) MINIMUM GUARANTEE

The Government guarantees a minimum ordering amount under this Indefinite- Delivery/Indefinite-Quantity (IDIQ) contract. The Government’s minimum obligation to each awarded Contractor shall be: One (1) Construction inspection services or preconstruction meetings, as applicable, at the awarded Contractor’s firm-fixed unit price for the applicable region.

The minimum guarantee represents the Government’s minimum contractual obligation under the IDIQ contract and constitutes consideration for the Contractor’s acceptance of the contract. The Government is not obligated to issue additional orders beyond the minimum guarantee amount.

The minimum guarantee shall be satisfied through issuance of an individual task order or delivery order, as applicable, during the ordering period. If the Government does not issue orders sufficient to meet the minimum guarantee during the contract ordering period, the Contractor’s sole remedy shall be limited to payment of the minimum guaranteed amount.

The Government’s minimum guarantee does not represent an estimate of anticipated workload and does not limit the Government’s ability to order services up to the maximum ordering limitations established in this contract.

(2) ORDERING LIMITATIONS

The Government estimates that it will order services based upon historical inspection demand and the Best Estimated Quantities (BEQs) identified in the Schedule. The BEQs are estimates only and do not obligate the Government to order the estimated quantities.

The minimum and maximum ordering limitations apply to the total quantity of services ordered under this contract. The Government may order any quantity of services between the established minimum guarantee and maximum ordering limitation, subject to the availability of funds and the terms and conditions of this contract.

The Government may issue orders requiring delivery to multiple locations or performance throughout the geographic regions identified in the Schedule.

(End of clause)

RFO 52.216-22 INDEFINITE QUANTITY. (NOV 2025) Alternate II

(a) This is an indefinite-quantity contract for the supplies or services specified, and effective for the period stated, in the Schedule. The quantities of supplies and services specified in the Schedule are estimates only and are not purchased by this contract.

(b) Delivery or performance shall be made only as authorized by orders issued in accordance with the Ordering clause. The Contractor shall furnish to the Government, when and if ordered, the supplies or services specified in the Schedule up to and including the quantity designated in the Schedule as the maximum. The Government shall order at least the quantity of supplies or services designated in the Schedule as the minimum.

(c) Except for any limitations on quantities in the Order Limitations clause or in the Schedule, there is no limit on the number of orders that may be issued. The Government may issue orders requiring delivery to multiple destinations or performance at multiple locations.

(d) 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 Government may issue an order before expiration of the ordering period that requires performance to continue after expiration of the ordering period. The Contractor shall perform such order in accordance with its terms through completion, subject to the maximum period of performance specified in this contract.

(e) 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 which may include order options to be exercised after the ordering period of this contract but before the end of the period of performance of the order. The contract shall govern the Contractor's and Government's rights and obligations with respect to that order, including options exercised, to the same extent as if the order were completed during the contract's ordering period; provided, that the Contractor shall not be required to make any deliveries under this contract after seven (7) days of a final inspection that was performed within either 1) the contract period of performance, or 2) any extended period of performance under clause

52.217-8 OPTION TO EXTEND SERVICES.

(f) The Government may cancel this contract in whole or in part by providing written notice.

The cancellation will take effect 30 calendar days after the contractor receives the notice of cancellation. No further orders may be issued against the contract, but orders already awarded will be completed unless a termination action is taken against the order.

(g) The Contractor may request to cancel this contract by submitting a written cancellation request to the contracting officer. The cancellation will take effect 30 calendar days after the Government receives the cancellation request, unless the contracting officer informs the contractor, before cancellation is effective, that cancellation is not approved. A contractor who requests cancellation is not eligible for the minimum guarantee. If cancelled, no further orders may be issued against the contract, but orders already awarded will be completed unless a termination action is taken against the order.

(End of clause)

RFO 52.216-32 TASK-ORDER AND DELIVERY-ORDER OMBUDSMAN. (SEP 2019)

(a) In accordance with 41 U.S.C. 4106(g), the Agency has designated the following task-order and delivery-order Ombudsman for this contract. The Ombudsman must review complaints from the Contractor concerning all task-order and delivery-order actions for this contract and ensure the Contractor is afforded a fair opportunity for consideration in the award of orders consistent with the procedures in the contract.

Akinsola Ajayi Acting Deputy Chief Procurement Officer

U.S. Department of Housing and Urban Development,451 7th Street SW, Washington DC 20410

(b) Consulting an ombudsman does not alter or postpone the timeline for any other process (e.g., protests).

(c) Before consulting with the Ombudsman, the Contractor is encouraged to first address complaints with the Contracting Officer for resolution. When requested by the Contractor, https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title41-section4106&num=0&edition=prelim the Ombudsman may keep the identity of the concerned party or entity confidential, unless prohibited by law or agency procedure.

(End of clause)

RFO 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only because of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor no later than 10 days prior to the expiration of the contract.

(End of Clause)

RFO 52.219-14 LIMITATIONS ON SUBCONTRACTING. (NOV 2025)

(a) This clause does not apply to the unrestricted portion of a partial set-aside.

(b) Definition. Similarly situated entity, as used in this clause, means a first-tier subcontractor, including an independent contractor, that—

(1) Has the same small business program status as that which qualified the prime contractor for the award (e.g., for a small business set-aside contract, any small business concern, without regard to its socioeconomic status); and

(2) Is considered small for the size standard under the North American Industry Classification System (NAICS) code the prime contractor assigned to the subcontract.

(c) Applicability. This clause applies only to—

(1) Contracts that have been set aside for any of the small business concerns identified in 19.000(a)(3);

(2) Part or parts of a multiple-award contract that have been set aside for any of the small business concerns identified in 19.000(a)(3);

(3) Contracts that have been awarded on a sole-source basis in accordance with sections 19.105, 19.106, 19.107, and 19.108;

(4) Orders expected to exceed the simplified acquisition threshold and that are set aside for small business concerns under multiple-award contracts, as described in 8.4 and 16.5;

(5) Orders, regardless of dollar value, that are set aside in accordance with sections 19.105, 19.106, 19.107, and 19.108 under multiple-award contracts, as described in 8.4 and 16.5; and

(6) Contracts using the HUBZone price evaluation preference to award to a HUBZone small business concern unless the concern waived the evaluation preference.

(d) Independent contractors. An independent contractor shall be considered a subcontractor.

(e) By submission of an offer and execution of a contract, the Contractor agrees that in performance of a contract assigned a North American Industry Classification System (NAICS) code for—

(1) Services (except construction), it will not pay more than 50 percent of the amount paid by the Government for contract performance to subcontractors that are not similarly situated entities.

Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 50 percent subcontract amount that cannot be exceeded. When a contract includes both services and supplies, the 50 percent limitation shall apply only to the service portion of the contract;

(2) Supplies (other than procurement from a nonmanufacturer of such supplies), it will not pay more than 50 percent of the amount paid by the Government for contract performance, excluding the cost of materials, to subcontractors that are not similarly situated entities. Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 50 percent subcontract amount that cannot be exceeded. When a contract includes both supplies and services, the 50 percent limitation shall apply only to the supply portion of the contract;

(3) General construction, it will not pay more than 85 percent of the amount paid by the Government for contract performance, excluding the cost of materials, to subcontractors that are not similarly situated entities. Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 85 percent subcontract amount that cannot be exceeded; or

(4) Construction by special trade contractors, it will not pay more than 75 percent of the amount paid by the Government for contract performance, excluding the cost of materials, to subcontractors that are not similarly situated entities. Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 75 percent subcontract amount that cannot be exceeded.

(f) The Contractor shall comply with the limitations on subcontracting as follows:

(1) For contracts, in accordance with paragraphs (c)(1), (2), (3) and (6) of this clause—

[Contracting Officer check as appropriate.]

□ By the end of the base term of the contract and then by the end of each subsequent option period; or

□ By the end of the performance period for each order issued under the contract.

(2) For orders, in accordance with paragraphs (c)(4) and (5) of this clause, by the end of the performance period for the order.

(g) A joint venture agrees that, in the performance of the contract, the applicable percentage specified in paragraph (e) of this clause will be performed by the aggregate of the joint venture participants.

(1) In a joint venture comprised of a small business protégé and its mentor approved by the Small Business Administration, the small business protégé shall perform at least 40 percent of the work performed by the joint venture. Work performed by the small business protégé in the joint venture must be more than administrative functions.

(2) In an 8(a) joint venture, the 8(a) participant(s) shall perform at least 40 percent of the work performed by the joint venture. Work performed by the 8(a) participants in the joint venture must be more than administrative functions.

(End of clause)

RFO 52.252-6 AUTHORIZED DEVIATIONS IN CLAUSES. (NOV 2020)

(a) The use in this solicitation or contract of any Federal Acquisition Regulation (48 CFR Chapter 1 and Chapter 24) 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 Federal Acquisition Regulation (48 CFR Chapter 1 and Chapter 24) clause with an authorized deviation is indicated by the addition of (DEVIATION) after the name of the regulation.

(End of clause)

DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ACQUISITION

REGULATION (HUDAR) CLAUSES

HUDAR 2452.204-70 PRESERVATION OF, AND ACCESS TO, CONTRACT RECORDS

(TANGIBLE AND ELECTRONICALLY STORED INFORMATION (ESI) FORMATS)

(DEC 2012)

a) For the purposes of this clause--

Contract records means information created or maintained by the contractor in the performance of the contract. Contract records include documents required to be retained in accordance with FAR 4.703 and other information generated or maintained by the contractor that is pertinent to the contract and its performance including, but not limited to: email and attachments, formal and informal correspondence, calendars, notes, reports, memoranda, spreadsheets, tables, telephone logs, forms, survey, books, papers, photographs, drawings, machine- readable materials, and data. Contract records may be maintained as electronically stored information or as tangible materials. Contract records may exist in either final or any interim version (e.g., drafts that have been circulated for official purposes and contain unique information, such as notes, edits, comments, or highlighting). Contract records may be located or stored on the contractor's premises or at off-site locations.

https://www.ecfr.gov/current/title-48/chapter-1 https://www.ecfr.gov/current/title-48/chapter-1 https://www.ecfr.gov/current/title-48/chapter-24 https://www.ecfr.gov/current/title-48/chapter-1 https://www.ecfr.gov/current/title-48/chapter-1 https://www.ecfr.gov/current/title-48/chapter-24

Electronically stored information (ESI) means any contract records that are stored on, or generated by, an electronic device, or contained in electronically accessible media, either owned by the contractor, subcontractor(s), or employees of the contractor or subcontractor(s) regardless of the physical location of the device or media (e.g., offsite servers or data storage).

ESI devices and media include, but are not be limited to:

(1) Computers (mainframe, desktop, and laptop);

(2) Network servers, including shared and personal drives;

(3) Individual email accounts of the contractor's principals, officers, and employees, including all folders contained in each email account such as "inbox," "outbox," "drafts," "sent," "trash," "archive," and any other folders;

(4) Personal data assistants (PDAs);

(5) External data storage devices including portable devices (e.g., flash drive); and

(6) Data storage media (magnetic, e.g., tape; optical, e.g., compact disc, microfilm, etc.).

Tangible materials means contract records that exist in a physical (i.e., non-electronic) state.

(b) If during the period of performance of this contract, HUD becomes, or anticipates becoming, a party to any litigation concerning matters related to records maintained or generated by the Contractor in the performance of this contract, the Contracting Officer may provide the contractor with a written (either hardcopy or email) preservation hold notice and certification of compliance with the preservation hold notice. Upon receipt of the hold notice, the Contractor shall immediately take the following actions—

(1) Discontinue any alteration, overwriting, deletion, or destruction of all tangible materials and

ESI.

(2) Preserve tangible materials and ESI. The contractor shall preserve ESI in its "native" form to preserve metadata (i.e., creation and modification history of a document).

(3) Identify all individuals who possess or may possess tangible materials and ESI related to this matter, including contractor employees, subcontractors, and subcontractor employees. The contractor shall provide the names of all such individuals via email to the HUD official indicated in the notice.

(4) Document in writing the contractor's efforts to preserve tangible materials and ESI. It may be useful to maintain a log documenting preservation efforts.

(5) Complete the certification of compliance with the preservation hold notice upon receipt and return it to the identified contact person; and

(6) Upon the request of the Contracting Officer, provide the Contracting Officer or other HUD official designated by the Contracting Officer with any of the information described in this clause. The contractor shall immediately confirm receipt of such request. The contractor shall describe in detail any records that the contractor knows or believes to be unavailable and provide a detailed explanation of why they are unavailable, and if known, their location.

(c)(1) If any request for records pursuant to paragraph (b)(6) of this clause causes an increase in the estimated cost or price or the time required for performance of any part of the work under this contract, or otherwise affects any other terms and conditions of this contract, the Contracting Officer shall make an equitable adjustment in the contract price, the delivery schedule, or both, and shall modify the contract.

(2) The Contractor must assert its right to an adjustment under this clause within 30 days from the date of receipt of the Contracting Officer's request made pursuant to paragraph (b)(6) of this clause. However, if the Contracting Officer decides that the facts justify it, the Contracting Officer may receive and act upon a request submitted before final payment of the contract.

(3) Failure to agree to any adjustment shall be a dispute under the "Disputes" clause of this contract. However, nothing in this clause shall excuse the contractor from providing the records requested by the Contracting Officer.

(e) The Contractor shall include this clause in all subcontracts.

(End of clause)

HUDAR 2452.209-71 LIMITATION ON FUTURE CONTRACTS. (FEB 2000)

(a) The Contracting Officer has determined that this contract may give rise to potential organizational conflicts of interest as defined at RFO 9.5.

(b) The nature of the potential conflict of interest is

The contractor, subcontractor (including consultants), or any of their employees, must not have any financial interests, direct or indirect, with any HUD multifamily (MF) property assigned to this contract.

• A contractor or subcontractor (including consultants) firm, or current or former employees, shall not perform any inspections or service required under this contract for any projects, except as provided in 36.209, if they participated in:

o Any construction work on an assigned project;

o Any design of the construction project;

o Serving as the Supervisory Architect on the assigned project.

• The contractor must not enter into a situation or subcontract with any entity where there exists an identity-of-interest. Identity-of-interest means any relationship (generally based on family ties and/or financial interests) that exists which could give raise to a presumption that the parties to the transaction may not operate at arms-length in establishing the cost or the acceptability of the service to be provided. For example, the contractor is prohibited from inspecting a project that was developed or designed by a family member. Identity-of-interest may exist with a contractor or subcontractor (including consultant), who provides Construction or Architectural services for a property owner, even when property is not assigned as a project under this contract.

• The Contractor shall not employ or subcontract with any person who is a current or former civilian employee of the U.S. Government if the employment of that person would create a conflict of interest, an appearance of any conflict, or otherwise conflict with Department restrictions.

(c) If the contractor, under the terms of this contract or through the performance of tasks pursuant to this contract, is required to develop specifications or statements of work that are to be incorporated into a solicitation, the contractor shall be ineligible to perform the work described in that solicitation as a prime or first-tier subcontractor under any ensuing HUD contract.

(d) Other restrictions –

The contractor’s Quality Control Plan must define their Conflict of Interest (COI) screening procedures for project assignments and potential COI issues with their firm, employees, and subcontractor firms (including consultants) and their employees. The COI screening procedures must reveal any potential conflict within three business days of assignment of a project. If a potential or actual COI is identified, the contractor must notify the Contracting Officer (CO), Contracting Officer Representative (COR), and Subordinate COR (SCOR), in writing within three business days of assignment of a project and comply with paragraph (b) of contract clause 2452.209-72 ORGANIZATIONAL CONFLICTS OF INTEREST. The HUD Office of Counsel must approve assignment to any person who is a current or former civilian employee of the U.S. Government.

(e) The restrictions imposed by this clause shall remain in effect until the latter of either 1) the end of the contract or task order period of performance, or 2) the completion of an assigned construction project.

(End of clause)

HUDAR 2452.209-72 ORGANIZATIONAL CONFLICTS OF INTEREST (APR 1984)

(a) The Contractor warrants that to the best of its knowledge and belief and except as otherwise disclosed, he or she does not have any organizational conflict of interest which is defined as a situation in which the nature of work under a Government contract and a Contractor's organizational, financial, contractual or other interests are such that:

(1) Award of the contract may result in an unfair competitive advantage; or

(2) The Contractor's objectivity in performing the contract work may be impaired.

(b) The Contractor agrees that if after award he or she discovers an organizational conflict of interest with respect to this contract, he or she shall make an immediate and full disclosure in writing to the Contracting Officer which shall include a description of the action which the Contractor has taken or intends to take to eliminate or neutralize the conflict.

The Government may, however, terminate the contract for the convenience of the Government if it would be in the best interest of the Government.

(c) In the event the Contractor was aware of an organizational conflict of interest before the award of this contract and intentionally did not disclose the conflict to the Contracting Officer, the Government may terminate the contract for default.

(d) The provisions of this clause shall be included in all subcontracts and consulting agreements wherein the work to be performed is similar to the service provided by the prime contractor. The Contractor shall include in such subcontracts and consulting agreements any necessary provisions to eliminate or neutralize conflicts of interest.

(End of clause)

HUDAR 2452.216-76 MINIMUM AND MAXIMUM QUANTITIES OR AMOUNTS FOR

ORDER.

(a) The minimum quantity or amount to be ordered under this contract shall not be less than the units identified in the in the table below, specific to the region(s) for the awarded regional contract.

Regional Contract, Minimum Order Quantities.

Region Northeast Southeast Southwest West Midwest

Minimum Quantity 24 36 48 24 12

(b) The maximum quantity or amount to be ordered under this contract shall not exceed the units identified in the in the table below, specific to the region(s) for the awarded regional contract.

Regional Contract, Maximum Order Quantities.

Region Northeast Southeast Southwest West Midwest

Maximum Quantity 6,730 8,496 12,346 6,726 2,788

INCENTIVE/DISINCENTIVE TO INCREASE/DECREASE THE GEOGRAPHIC

SERVICE AREA

(a) Purpose. The Government established geographic service areas under this contract to ensure timely and effective delivery of construction inspection services supporting HUD Multifamily Housing programs. The Government may adjust geographic responsibility during the contract ordering period to address workload requirements, contractor capability, performance considerations, funding limitations, or other mission requirements.

(b) Geographic Expansion. The Government may increase a Contractor’s geographic service area when the Contractor demonstrates the capability, capacity, staffing, and performance history necessary to support additional geographic areas. In determining whether to expand a Contractor’s geographic responsibility, the Government may consider quality of performance, responsiveness, inspection timeliness, staffing availability, past performance, and the Government’s operational needs.

(c) Geographic Reduction. The Government may reduce a Contractor’s geographic service area when necessary to ensure mission requirements are achieved.