86614621R00004 Subscription Agent Services - 08-19-21.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-NFSF

FORT WORTH TX 76102

SUITE 1000

307 W 7TH STREET

US DEPARTMENT OF HUD

HUD-R CODE 16. ADMINISTERED BYCODE

X

X

X

511120

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORHUD-NFSF

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

08/31/2021 1400 ET

08/19/2021

ROSS FUTCH

(No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

86614621R00004

5. SOLICITATION NUMBER

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

1 67 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

WASHINGTON DC 20410

451 7TH STREET SW

HUD-R

15. DELIVER TO

FORT WORTH TX 76102

SUITE 1000

307 W 7TH STREET

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

1,000

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.

0001 Subscription Agent Services

Period of Performance: 09/29/2021 to 09/28/2022

0001AA Subscriptions (Fixed Price) (Not Separately 1 LO Priced (NSP) See Section F for List (Not Separately Priced)

Delivery: 09/28/2022 Continued ...

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

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

CATHY J. BAKER

. 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.

0001AB Subscription Administration Fee,(Fixed Price) 12 MO

(NSP) See Section F for List

(Not Separately Priced)

Delivery: 09/28/2022

Period of Performance: 09/29/2021 to 09/28/2022

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

67 2 of

TABLE OF CONTENTS SUBSCRIPTIONS AGENT SERVICES

Policy Development and Research 86614621R00004

Table of Contents Page

PART I - THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

SECTION C - DESCRIPTION/PERFORMANCE WORK STATEMENT………………………………………….8

SECTION D - PACKAGING AND MARKING

SECTION E - INSPECTION AND ACCEPTANCE

SECTION F - DELIVERIES OR PERFORMANCE

SECTION G - CONTRACT ADMINISTRATION DATA

SECTION H - SPECIAL CONTRACT REQUIREMENTS

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

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

PART IV – REPRESENTATIONS AND INSTRUCTIONS

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

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS…………………………….59

SECTION M – EVALUATION FACTORS FOR AWARD…………………………………………………………65

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

Policy Development and Research 86614621R00004

Page 4 of 67 Section B

SECTION B - SUPPLIES OR SERVICES AND PRICES/COST PART

B.1 CONTRACT DEFINITION

This is a fixed priced contract under the authority of FAR Part 13.5- Program for Certain Commercial Items for performance of the services stated in Section C, Performance Work Statement under NAICS Code 511120 -

Periodical Publishers

B.2 DESCRIPTION OF SERVICES

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

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

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

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

B.3 CONTRACT LINE ITEM NUMBERS AND PRICES

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

B.3.1 CONTRACT FIXED UNIT RATES AND TOTAL PRICES

TABLE I

CLIN

BASE YEAR

Description

Estimated Annual QTY Unit

Fixed Unit Rate

Extended Price

0001 Subscription Agent Services 1 LS

0001AA

Subscriptions (Fixed Price) (Not Separately Priced (NSP) See Section F for List 1 LOT NSP NSP

0001AB

Subscription Administration Fee, (Fixed Price) (NSP) See Section F for List 12 MO NSP NSP

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

Policy Development and Research 86614621R00004

Page 5 of 67 Section B

B.3.2 TABLE II – Subscription Prices:

Title Media Publisher Start Expire Subscription Price Only

Agent

SVS

Fee

TOTAL

Subscription Price (Subscription Price AND Agent Services Fee)

ALN Systems

- Entire Nation Database Online Edition

Online Edition

ALN

Apartment Data Inc

10/01/2021 09/30/2022

Apartment Insights (Colorado Springs;

includes two previous subs) (Level C)

Email Colorado Apartment Insights, LLC

01/01/2022 12/31/2022

Insights (Denver and Fort Collins;

includes two previous subs) (Level C)

Email Colorado Apartment Insights, LLC

Insights Level B (Metro Phoenix)

Digital + Online

RealData Inc 04/01/2022 03/31/2023

B (Metro Tucson)

Digital +

RealData Inc 04/01/2022 03/31/2023

B (Metro Seattle)

Online Edition

RealData Inc 10/01/2021 09/30/2021

B (Metro Tacoma)

RealData Inc 10/01/2021 09/30/2022

Agent

SVS

Fee

TOTAL

Subscription Price (Subscription Price AND

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

Policy Development and Research 86614621R00004

Page 6 of 67 Section B

Agent Services Fee)

Market Analytics (with access for up to 45 users)

Online

RealPage, Inc 09/29/2021 09/28/2022

Banker and Tradesman

Digital + Online

Banker and Tradesman

12/01/2021 11/30/2022

Charlotte Real Data Market:

Apartment Market Report & Source

DataWi zard

Real Data

LLC

10/01/2021 9/30/2022

Colorado Springs Metro Area Apartment Vacancy Study

Print Apartment Association of Southern Colorado

Denver Area

Vacancy & Rent Study

Email Apartment Association of Metro Denver

Greater Nashville Apartment Market Survey

Print Greater Nashville Apartment Association

Greensboro Winston Salem Real Data Market:

Apartment Market Report & Source

DataWi zard

Real Data

11/01/2021 10/31/2022

Multifamily Combo #3:

Class A&B Apartment Reports and Condo Report

Print + Online

Delta Associates

Agent

SVS

Fee

TOTAL

Subscription Price (Subscription Price AND

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

Policy Development and Research 86614621R00004

Page 7 of 67 Section B

Agent Services Fee)

Norfolk- Virginia Beach Real Data Market:

Apartment Report & Source

DataWi zard

Real Data

06/01/2022 05/31/2023

Philadelphia Class A Apartment Market Report

Print + Online

Delta Associates

10/1/2021 09/30/2022

Raleigh- Durham Real Data Market:

Apartment Market Report & Source

DataWi zard

Real Data

02/01/2022 01/31/2023

Reis Subscriber Edition (Online Edition Up To 45 Users)

Online

Reis, Inc. 10/01/2021 09/30/2022

Richmond Real Data Market:

Apartment Market Report & Source

DataWi zard

Real Data

09/29/2021 09/28/2022

Tall Timber Group Pittsburgh PA Development News

Email Tall Timber Group

10/1/2021 09/30/2022

Total

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

SECTION C - DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 – GENERAL

1.1. Introduction:

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

1.2 Background:

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

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

1.3 Constraints:

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

1.4 Description of Services

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

(COR) will be notified of the payment and subscription terms.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

1.5 Non-Personal Services:

The Government will neither supervise Contractor employees nor control the method by which the Contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual Contractor employees. It shall be the responsibility of the Contractor to manage its employees and to guard against any actions that are of the nature of personal services or give the perception of personal services.

If the Contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the

Contractor's responsibility to notify the Contracting Officer (CO) immediately. These services shall not be used to perform work of a policy, decision making, or management nature, i.e. inherently Government functions. All decisions relative to programs supported by the Contactor shall be the sole responsibility of the Government.

1.6 Period of Performance:

September 29, 2021 through September 28, 2022.

1.7 Place of Performance:

Subscription services will be carried out at the discretion of the contractor

1.8 Hours of Operation:

The Contractor is responsible for providing services between the hours of 8:00 AM to 5:30 PM Eastern Time

Monday thru Friday except for Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closing, or similar Government directed facility closings. Weekly hours shall not exceed a forty (40) hour work week and a typical work day will be 8 hours each day Monday through Friday. The

Government reserves the right to change hours of operation or restrict contractor access. Work outside of these daily hours is prohibited without Contracting Officer approval. Government agencies will not be available during scheduled holidays, inclement weather, weekends, and after duty hours.

1.9 Special Qualifications:

NA

1.10 Post Award/Kickoff Conference:

The Contractor shall attend any post award conference convened by the contracting activity or contract administration office in accordance with FAR Subpart 42.5. The Government intends to convene a Post Award

Conference with the Contractor within ten business days after contract award. The Contracting Officer will notify the Contractor of the specific date, location, and agenda within five business days after contract award.

1.11 Status Meetings:

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

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

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

1.12 Contractor Travel:

This is not applicable to this contract.

1.13 Transition In:

Transition-in time is not applicable to this contract.

1.14 Transition Out:

Transition-out time is not applicable to this contract.

2.1 Definitions:

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

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

Calendar Day - Any day of the week.

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

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

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

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

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

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

Performance Work Statement.

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

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

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

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

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

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

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

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

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

Work Week - Monday through Friday, unless specified otherwise.

2.2 Acronyms:

AQL - Acceptable Quality Level

CO - Contracting Officer

COR - Contracting Officer’s Representative

CPO - Office of the Chief Procurement Officer of HUD

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

HUDAR - HUD Acquisition Regulation

N/A – Not Applicable

OCPO - Office of the Chief Procurement Officer

PD&R - Office of Policy, Development and Research

PM - Project Manager

POC - Point of Contact

QA - Quality Assurance

QASP - Quality Assurance Surveillance Plan

QCP - Quality Control Plan

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

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

3.1 Government Services: N/A

3.2 Facilities: N/A

3.3 Equipment: N/A

3.4 Materials:

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

3.5 Quality Assurance (QA):

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

Assurance Surveillance Plan. This plan is primarily focused on what the Government will do to ensure that the

Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable quality level.

4. Contractor-Furnished Items and Services:

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

4.1 Facilities:

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

4.2 Equipment:

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

4.3 Material:

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

4.4 Contractor Responsibilities:

The Contractor shall only conduct business with designated Government personnel listed as points of contact

(POCs). Names of authorized personnel shall be provided to the Contractor by the Government, in writing, and updated as necessary throughout the contract period.

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

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

4.5 Contractor Personnel:

See Sections

G.6 HUDAR 2452.237-70 KEY PERSONNEL

G.7 Key Personnel and Other Personnel Minimum Experience and Education Requirements

G.8 Project Manager and Alternate Project Manager

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

4.6 Identification of Contractor Employees:

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

4.7 Quality Control:

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

4.7.1 Quality Control Plan:

The Contractor shall develop, maintain, enforce, and document a Quality Control Plan (QCP). The QCP shall ensure the Government receives the level of quality that is consistent with the requirements specified in this contract. The QCP shall be sufficiently detailed to provide the Contractor's methodology for identifying and recruiting qualified personnel. The QCP shall also provide the Contractor's methodology for resolving problems identified by the Government during reviews conducted in accordance with its Quality Assurance Surveillance Plan

(QASP). The QCP shall also provide the Contractor's methodology for establishing an internal feedback system for support personnel, and for resolving problems identified by that feedback system. The QCP shall demonstrate and validate that the services or deliverables to be provided under the contract are completed with a level of quality that meets the minimum performance threshold established in the Government's QASP. The QCP shall address Quality

Management Approach, Quality Assurance, Quality Control and Quality Standards.

Deliverables

Quality Control Plan

5. Specific Tasks:

5.1. Subscriptions Agent Services – The Contractor shall provide subscriptions agent services for PD&R. The subscription service company shall place the orders, make the payments and determine renewal dates. The HUD

Government Contracting Officer’s Representative (COR) must approve all orders before payment is made. When a subscription has been paid, or renewed, the recipient of the subscription as well as the Contracting Officer’s

Representative (COR) will be notified of the payment and subscription terms.

5.1.1 The subscription service company shall enter subscriptions into its database within one month of contract date. After entering the subscriptions, a list of all subscriptions will be generated and verified with the COR.

Subscriptions shall be paid based on the date of expiration (those expiring first will be paid first). No back orders shall be paid without consent of the COR.

Standard: Timeliness of subscription renewals

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

Deliverables

Subscription Report

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

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

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

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

Standard: Providing timely online subscription login access information:

AQL: Not later than 15 days after subscription start date

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

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

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

WORK PLAN

Activity Date

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

Within one month of Contract Award

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

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

Deliverables:

Work Plan

5.2 SUBSCRIPTION LIST

Deliverables: The complete list of subscriptions are identified in SECTION B.3.2 Table II with start and expiration dates and the minimum need for each subscription is listed below.

SUBSCRIPTION LIST

Subscription: Publisher

ALN Systems (Online Edition) ALN Apartment Data, Inc.

Minimum Need: HUD needs: data on apartment occupancy (historical and current occupancy rates), average rent

(historical and current rent amounts being paid by occupants), effective rent (historical and current rent amounts being paid by occupants), number of properties and number of units. Data can be sorted by year, age-restriction, income, and submarket. Also include two online training sessions, 30 to 60 minutes long each, to train EMAD staff in the database use and interface, to be scheduled within 60 days of the contract beginning.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

Apartment Insights (Colorado Springs) Colorado Apartment

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

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

Apartment Insights (Denver & Fort Collins) Colorado Apartment Insights

Includes two previous subscriptions (Level C) (Email)

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

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

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

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

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

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

Minimum Need: For King and Snohomish counties -Detailed property characteristics including rent, occupancy, year built, concessions, unit mix by number of bedroom, project amenities, submarket identification. Apartment Insight database includes market-rate, subsidized and student housing. Subscription includes submarket and county level data on rent, occupancy, multifamily projects under construction, in final planning, preliminary planning and design review.

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

Minimum Need: For Pierce County -Detailed property characteristics including rent, occupancy, year built, concession, unit mix by number of bedrooms, project amenities, submarket identification. Apartment Insight database includes market-rate, subsidized and student housing. Subscription includes submarket and county level data on rent, occupancy, multifamily projects under construction, in final planning, preliminary planning and design review.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

Subscription: Publisher

Market Analytics Database (Online Edition RealPage, Inc.

Up to 45 users)

Minimum Needs: Detailed occupancy (historical and current occupancy rate data) and rent rate (historical and current rent amounts being paid by occupants) for market areas across the country. Apartment market data by market area. Also include two online training sessions, 30 to 60 minutes long each, to train EMAD staff in the database use and interface, to be scheduled within 60 days of the contract beginning. With student data; this was formerly MPF and Axiometrics, which combined to form Market Analytics.

Banker and Tradesman (Digital + Online) Banker and Tradesman Research Minimum Need: Single-family home and condominium sales and median price data for Massachusetts and Rhode Island

(statewide) as well for every municipality in the two states.

Charlotte Real Data Market: Apt Market Real Data, LLC

Report and Source (DataWizard)

Minimum Needs: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing. Apartment data for Charlotte, NC

Colorado Springs Metro Area Apt Vacancy Study Apartment Association

(Print) Southern Colorado Minimum Needs: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data for Denver area rental markets, by submarket. As described in f., below, this is used as a “check” for when reviewed market studies are performed by

Real Data. Colorado Springs metro area apartment vacancy and rent survey

Denver Area Apartment Vacancy and Rent Study (Email) Apartment Association of Metro Denver

Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data for Denver area rental markets, by submarket. As described in f., below, this is used as a “check” for when reviewed market studies are performed by Real Data. Denver metropolitan area apartment vacancy and rent survey.

Greater Nashville Apartment Market Survey (Print) Greater Nashville

Apartment Association

Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for Nashville, TN

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

Greensboro Winston Salem Real Data Market: Real Data, LLC

Apartment Market Report and Source (DataWizard)

Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for Greensboro Winston-Salem, NC

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

Reports and Condo Report (Print + Online)

Minimum Need: Rental market data for Washington DC, Baltimore, Philadelphia, and Southern New Jersey areas, including occupancy rates (historical and current occupancy rate) and concessions by construction type and absorption rates for individual market rate properties. Pipeline data for properties currently leasing, under construction and planned. Also, for the condominium market in each area, data including occupancy, average prices

(new and resale), concessions, and pipeline of properties selling, under construction and planned.

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

Apartment Report and Source (DataWizard)

Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for Norfolk-Virginia Beach.

Philadelphia Class A Apartment Market Report Delta Associates

(Print & Online)

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

Philadelphia, Suburban Pennsylvania, Southern New Jersey and a Philadelphia metro summary.

Raleigh-Durham Real Data Market: Real Data, LLC

Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy (historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for Raleigh-Durham, NC.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

Subscription: Publisher

REIS Subscriber Edition Reis, Inc.

(Online Edition Up to 45 Users)

Minimum Need: Apartment market data, including rent (historical and current rent amounts being paid by occupants), occupancy (historical and current occupancy rate), pipeline (list of projects currently underway), completions and conversions (to or from rental occupancy) data for multiple market areas and submarkets. Reis, Inc., Subscriber Edition – Rental market data by national, regions, and primary market areas. Also include two online training sessions, 30 to 60 minutes long each, to train EMAD staff in the database use and interface, to be scheduled within 60 days of the contract beginning.

Richmond Real Data Market: Real Data, LLC

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

Richmond, VA metropolitan area apartment data.

Tall Timber Group Pittsburgh PA Tall Timber Group

Homebuilding Report (Monthly Email and Quarterly Print Report)

Minimum Need: Monthly e-mail providing comprehensive residential building permit issuance for the Pittsburgh metropolitan area. Quarterly reports are also provided identifying the metropolitan markets with the most residential building activity and the builders with the highest construction levels.

6. Deliverables:

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

ITEM PWS

Paragraph

Section

Deliverables Due Dates Quantity

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

0001 4.7.1 Quality Control Plan

At post award conference, and as needed

5.1.1 Subscription Report

Monthly and upon the renewal of subscriptions or as required

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

0001 5.1.6 Work Plan Within one month of

Contract Award

0001 5.2 Subscriptions See Section F See Section F

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

7. Performance Requirements Summary:

The summary chart below lists the contract's primary requirements, the associated performance standards, the expected target performance, and the methods of surveillance. While some contract requirements may not be listed in the chart below, requirements not appearing on the PRS chart do not negate the Contractor's obligation to perform all requirements as specified in the contract. Additionally, HUD reserves all rights and remedies under the provisions and clauses of the contract when performance of any contract requirement, whether listed below, is unacceptable.

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

7.1 PERFORMANCE REQUIREMENT SUMMARY (PRS)

ITEM REQUIREMENT

PWS

PARAGRAPH

Standards/

AQLs

0001 Subscriptions 5.1

Standard: Timeliness of subscription renewals

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

Providing online subscription login access information 5.1

Standard: Providing timely online subscription login access information:

AQL: Not later than 15 days after subscription start date

8. SECTION 508 COMPLIANCE

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

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

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

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

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

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

SECTION D – PACKAGING AND MARKING SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

SECTION D – PACKAGING AND MARKING

D.1 ENVIRONMENTALLY SAFE PACKAGING

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

D.2 PAYMENT OF POSTAGE AND SHIPPING COSTS

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

D.3 MARKING

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

SECTION E – INSPECTION AND ACCEPTANCE SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

SECTION E – INSPECTION AND ACCEPTANCE

E.1 HUDAR 2452.246-70 INSPECTION AND ACCEPTANCE APR 2019

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

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

(End of clause)

E.2 HUDAR 2452.237-73 CONDUCT OF WORK AND TECHNICAL GUIDANCE APR 2019

(a) The Contracting Officer will provide the contractor with the name and contact information of the Contracting

Officer’s Representative (COR) assigned to this contract. The COR will serve as the contractor’s liaison with the

Contracting Officer with regard to the conduct of work. The Contracting Officer will notify the contractor in writing of any change to the current COR’s status or the designation of a successor COR.

(b) The COR for liaison with the contractor as to the conduct of work is Gabriel Labovitz or a successor designated by the Contracting Officer.

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

(1) Causes the contractor to perform work outside the Performance Work Statement or specifications of the contract;

(2) Constitutes a change as defined in FAR 52.243-1;

(3) Causes an increase or decrease in the cost of the contract;

(4) Alters the period of performance or delivery dates; or

(5) Changes any of the other express terms or conditions of the contract.

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

(fax), or electronic mail.

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

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

E.3 AVAILABILITY OF RECORDS

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

E.4 QUALITY INSPECTION CRITERIA

See Section C – Performance Work Statement for Performance Requirements Summary

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

SECTION F – DELIVERIES OR PERFORMANCE SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

SECTION F – DELIVERIES OR PERFORMANCE

F.1 DELIVERY SCHEDULE

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

F.2 SUBSCRIPTION LIST FOR DELIVERIES

See Section B.3.1 Table II for subscription start and expiration dates.

F.3 This contract shall be effective on September 29, 2021

Period of Performance:

Base: September 29, 2021 – September 28, 2022

SECTION G– CONTRACT ADMINISTRATION DATA SUBSCRIPTION AGENT SERVICES

Policy Development and Research 86614621R00004

SECTION G - CONTRACT ADMINISTRATION DATA

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

(Deviation MAY 2017)

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

Alternate II APR 2019

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

2452.232–70 Payment Schedule and Invoice Submission (Fixed-price) with the following Alternate II language in all fixed-price solicitations and contracts when requiring invoices to be submitted electronically to the Department of Treasury’s Bureau of Fiscal Services Invoice Processing Platform (IPP) system:

(b) Submission of invoices.

(1) The Contractor shall obtain access and submit invoices to the Department of Treasury Bureau of Fiscal

Services’ Invoice Platform Processing System via the Web at URL:

https://arc.publicdebt.treas.gov/ipp/fsippqrg.htm in accordance with the instructions on the website. To constitute a proper invoice, the invoice must include all items required by the FAR clause at 52.232–25, ‘‘Prompt Payment.’’

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

26, block 21 of the SF– 33, or block 25 of the SF–1449).

(End of Alternate II)

G.2 FAR 52.213-2 – Invoices APR 1984

The Contractor’s invoices must be submitted before payment can be made. The Contractor will be paid on the basis of the invoice, which must state --

(a) The starting and ending dates of the subscription delivery; and

(b) Either that orders have been placed in effect for the addressees required, or that the orders will be placed in effect upon receipt of payment.

(End of Clause)

G.3 To constitute a proper invoice, the invoice must include all items required by FAR clause 52.212-4(g). The contractor shall submit a proper invoice within 30 days after the subscription service stated in the PWS has been delivered.

(b) Submission of invoices.

(1) The Contractor shall obtain access and submit invoices to the Department of Treasury Bureau of Fiscal

Services’ Invoice Platform Processing System via the Web at URL:

https://arc.publicdebt.treas.gov/ipp/fsippqrg.htm in accordance with the instructions on the website. To constitute a proper invoice, the invoice must include all items required by the FAR clause at 52.232–25, ‘‘Prompt Payment.’’

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

26, block 21 of the SF– 33, or block 25 of the SF–1449).

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

52.212-4(g), Prompt Payment and the following information and/or attached documentation:

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

https://arc.publicdebt.treas.gov/ipp/fsippqrg.htm https://arc.publicdebt.treas.gov/ipp/fsippqrg.htm

Policy Development and Research 86614621R00004

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

3. Invoice Number and date;

4. Applicable accounting and appropriation data;

5. Total amount due shall be broken down: a separate line item for subscription price and another separate line item for subscription agent fee = Total amount due.

G.5. Email Addresses - Payment Office, COR and Contracting Officer

PAYMENT OFFICE Submission - Submit all invoices to:

Treasury’s Invoice Processing Platform (IPP) https://www.ipp.gov/

Questions can be emailed to: AccountsPayable@fiscal.treasury.gov

COR Submission - Email the following to the COR: Gabe Labovitz

Email Address: gabe.a.labovitz@hud.gov

1. Invoice

2. Supporting Documentation

Contracting Officer and Contract Specialist Submission – Email the following to the Contracting

Officer- cathy.j.baker@hud.gov and Contract Specialist –…