86614624Q00006 Amendment 0001 - 08-15-24.pdf

(x)

86614624Q00006 x x copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE

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

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

x

HUD-NFSF

FORT WORTH TX 76102

SUITE 1000

307 W 7TH STREET

US DEPARTMENT OF HUD

08/15/20240001

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

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

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

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

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

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

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

PAGE OF PAGES

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

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

08/02/2024

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

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

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

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

ORDER NO. IN ITEM 10A.

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

Innovation in Affordable Housing Student Design and Planning Competition

86614624Q00006(formerly 86614624R00003), Amendment 0001

A. The purpose of this modification is as follows:

1. Extend Quote Submission due date to Friday, August 23, 2024, at 2:00 PM (ET)

2. Change solicitation number to 86614624Q00006

3. Revise SECTION B - SUPPLIES OR SERVICES AND PRICES/COST

2. Revise SECTION C - PERFORMANCE WORK STATEMENT

3. Revise Attachments J.2 and J.7 and add Attachment J.8 to SECTION J - LIST OF ATTACHMENTS

Continued ...

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

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

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

CATHY J. BAKER

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

Previous edition unusable

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

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 117

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

86614624Q00006/0001

4. Revise SECTION L - INSTRUCTIONS, CERTIFICATIONS, AND NOTICES TO OFFERORS

5. Revise SECTION M - EVALUATION FACTORS FOR AWARD

B. 86614624Q00006(formerly 86614624R00003)

Amendment 0001

All other terms and conditions remain the same.

The Offeror shall review all of Amendment 0001.

See SF 30 BLOCK 14 CONTINUATION Pages

Summary of Changes for Amendment 0001

Attachment 1 - Conformed copy of Solicitation

86614624Q00006(formerly 86614624R00003), Amendment 0001

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

Summary of Changes for Amendment 0001

A. The purpose of this amendment is as follows:

Revisions in Amendment 0001 are in red ink and highlighted in yellow.

1. Extend Quote Submission due date change

Change FROM: Friday, August 16, 2024, at 2:00 PM (ET)

Change TO: Friday, August 23, 2024, at 2:00 PM (ET)

2. Solicitation number change

Change FROM: 86614624R00003

Change TO: 86614624Q00006

3. Revise SECTION B – SUPPLIES OR SERVICES AND PRICES/COST

a. B.1 Contract Definition

Change FROM:

This is a Firm-Fixed-Price (FFP) contract under the authority of FAR Part 12 and 13.5- Simplified

Procedures for Certain Commercial Products and Commercial Services under NAICS Code 541611 –

Administrative Management and General Management Consulting Services for performance of the services stated in Section C, Performance Work Statement. This is a HUBZone set-aside.

Change TO:

This is a Firm-Fixed-Price (FFP) contract under the authority of FAR Part 12 and 13.5- Simplified

Procedures for Certain Commercial Products and Commercial Services under NAICS Code 541611 –

Administrative Management and General Management Consulting Services for performance of the services stated in Section C, Performance Work Statement. This is a Total Small Business set-aside.

b. B.3 Contract Line-Item Numbers and Prices

SubCLINs 0013AB, 0020AB, 0028AB, and 0036AB for Post Site Visits were deleted from Section B

CLIN table.

The Section B CLIN table was revised to add the SubCLINs for Prize and Honorarium and Close-out

Activities for the Option Years.

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

Option 1

CLIN

CLIN

Type

PWS

Section Description – Option 1 Qty Unit

Unit

Price Total Price

0009 C.5.1 Project Management $

0009AA FP-FUR

C.5.1.3

Monthly Progress Reports and

Ongoing Communication 12 EA $

C.5.2

Marketing and Competition

Materials $

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0011AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0011AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0012 C.5.4 Phase I and Juror Selection $

0012AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0012AB FP

C.5.4.2 Juror Selection

1 EA $ $

0012AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0013AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

0014 C.5.6 Final Event and Close-out $

0014AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0014AB FP

C.5.6.3 Close-out Activities

1 EA $ $

0015 C.5.7 Final Summary Report $

0015AA FP C.5.7 Draft Final Report 1 EA $ $

0015AB FP C.5.7 Final Report 1 EA $ $

0015AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0016 CR

C.5.8

Travel Reimbursement for C.5.2, C.5.5 and C.5.6 1 LO $

OPTION 1 TOTAL PRICE

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

CLIN

CLIN

Type

PWS

Section Description – Option 1 Qty Unit

Unit

Price Total Price

0009 C.5.1 Project Management $

0009AA FP-FUR

C.5.1.3

C.5.2

Marketing and Competition

Materials $

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0011AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0011AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0012 C.5.4 Phase I and Juror Selection $

0012AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0012AB FP

C.5.4.2 Juror Selection

1 EA $ $

0012AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0013AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

0014 C.5.6 Final Event and Close-out $

0014AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0014AB FP

C.5.6.2 Prize and Honorarium

1 EA $ $

0014AC FP

C.5.6.3 Close-out Activities

0015 C.5.7 Final Summary Report $

0015AA FP C.5.7 Draft Final Report 1 EA $ $

0015AB FP C.5.7 Final Report 1 EA $ $

0015AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0016 CR

C.5.8

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

Option 2

CLIN

CLIN

Type

PWS

Section Description – Option 2 Qty Unit

Unit

Price Total Price

0017 C.5.1 Project Management $

00017AA FP-FUR

C.5.1.3

C.5.2

Marketing and Competition

Materials LO $ $

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0019AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0019AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0020 C.5.4 Phase I and Juror Selection $

0020AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0020AB FP

C.5.4.2 Juror Selection

1 EA $ $

0020AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0021AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

0022 C.5.6 Final Event and Close-out $

0022AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0022AB FP

C.5.6.3

Close-out Activities

1 EA $ $

0023 C.5.7 Final Summary Report $

0023AA FP C.5.7 Draft Final Report 1 EA $ $

0023AB FP C.5.7 Final Report 1 EA $ $

0023AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0024 CR

C.5.8

OPTION 2 TOTAL PRICE

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

CLIN

CLIN

Type

PWS

Section Description – Option 2 Qty Unit

Unit

Price Total Price

0017 C.5.1 Project Management $

00017AA FP-FUR

C.5.1.3

C.5.2

Marketing and Competition

Materials LO $ $

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0019AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0019AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0020 C.5.4 Phase I and Juror Selection $

0020AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0020AB FP

C.5.4.2 Juror Selection

1 EA $ $

0020AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0021AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

0022 C.5.6 Final Event and Close-out $

0022AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0022AB FP

C.5.6.2 Prize and Honorarium

1 EA $ $

0022AC FP

C.5.6.3

Close-out Activities

1 EA $ $

0023 C.5.7 Final Summary Report $

0023AA FP C.5.7 Draft Final Report 1 EA $ $

0023AB FP C.5.7 Final Report 1 EA $ $

0023AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0024 CR

C.5.8

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

Option 3

CLIN

CLIN

Type

PWS

Section Description – Option 3 Qty Unit

Unit

Price Total Price

0025 C.5.1 Project Management $

0025AA FP-FUR

C.5.1.3

C.5.2

Marketing and Competition

Materials LO

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0027AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0027AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0028 C.5.4 Phase I and Juror Selection $

0028AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0028AB FP

C.5.4.2 Juror Selection

1 EA $ $

0028AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0029AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

0030 C.5.6 Final Event and Close-out $

0030AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0030AB FP

C.5.6.3

Close-out Activities

1 EA $ $

0031 C.5.7 Final Summary Report $

0031AA FP C.5.7 Draft Final Report 1 EA $ $

0031AB FP C.5.7 Final Report 1 EA $ $

0031AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0032 CR

C.5.8

OPTION 3 TOTAL PRICE

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

CLIN

CLIN

Type

PWS

Section Description – Option 3 Qty Unit

Unit

Price Total Price

0025 C.5.1 Project Management $

0025AA FP-FUR

C.5.1.3

C.5.2

Marketing and Competition

Materials LO

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0027AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0027AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0028 C.5.4 Phase I and Juror Selection $

0028AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0028AB FP

C.5.4.2 Juror Selection

1 EA $ $

0028AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0029AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

0030 C.5.6 Final Event and Close-out $

0030AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0030AB FP

C.5.6.2 Prize and Honorarium

1 EA $ $

0030AC FP

C.5.6.3

Close-out Activities

1 EA $ $

0031 C.5.7 Final Summary Report $

0031AA FP C.5.7 Draft Final Report 1 EA $ $

0031AB FP C.5.7 Final Report 1 EA $ $

0031AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0032 CR

C.5.8

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

Option 4

CLIN

CLIN

Type

PWS

Section Description – Option 4 Qty Unit

Unit

Price Total Price

0033 C.5.1 Project Management $

0033AA FP-FUR

C.5.1.3

C.5.2

Marketing and Competition

Materials LO

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0035AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0035AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0036 C.5.4 Phase I and Juror Selection $

0036AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0036AB FP

C.5.4.2 Juror Selection

1 EA $ $

0036AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0037AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

0038 C.5.6 Final Event and Close-out $

0038AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0038AB FP

C.5.6.3

Close-out Activities

1 EA $ $

0039 C.5.7 Final Summary Report $

0039AA FP C.5.7 Draft Report 1 EA $ $

0039AB FP C.5.7 Final Report 1 EA $ $

0039AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0040 CR

C.5.8

OPTION 4 TOTAL PRICE

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

CLIN

CLIN

Type

PWS

Section Description – Option 4 Qty Unit

Unit

Price Total Price

0033 C.5.1 Project Management $

0033AA FP-FUR

C.5.1.3

C.5.2

Marketing and Competition

Materials LO

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0035AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0035AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0036 C.5.4 Phase I and Juror Selection $

0036AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0036AB FP

C.5.4.2 Juror Selection

1 EA $ $

0036AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0037AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

0038 C.5.6 Final Event and Close-out $

0038AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0038AB FP

C.5.6.2 Prize and Honorarium

1 EA $ $

0038AC FP

C.5.6.3

Close-out Activities

1 EA $ $

0039 C.5.7 Final Summary Report $

0039AA FP C.5.7 Draft Report 1 EA $ $

0039AB FP C.5.7 Final Report 1 EA $ $

0039AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0040 CR

C.5.8

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

4. SECTION C – PERFORMANCE WORK STATEMENT

C.5.2 Marketing Competition

a. 5.2.1 Marketing and Competition Materials

The Contractor shall update the marketing and promotion brochures and application materials. The Contractor shall provide the COR with updated language for the IAH website. The Contractor shall also create social media posts for the IAH competition through HUD’s official social media accounts, which currently includes but is not limited to:

a) Facebook (https://www.facebook.com/hudusernews),

b) LinkedIn (https://www.linkedin.com/company/huduser/), and

c) Twitter (https://twitter.com/HUDUSERNEWS).

The Contractor shall update the marketing and promotion brochures and application materials. The Contractor shall provide the COR with updated language for the IAH website. The Contractor shall also create social media contents for the IAH competition through HUD’s official social media accounts; however, the

Contractor is not responsible for posting to these sites, which currently includes but is not limited to:

a) Facebook (https://www.facebook.com/hudusernews),

b) LinkedIn (https://www.linkedin.com/company/huduser/), and

c) Twitter (https://twitter.com/HUDUSERNEWS).

C.5.2 Marketing Competition

b. 5.2.2 Marketing Competition Travel

HUD will provide the Contractor with a master listing of all colleges and universities and other relevant educational organizations as part of their outreach. HUD expects the Contractor to send all correspondence, subject to COR approval, to all academic organizations. The Contractor shall market the competition to the institutes on the Master list. The Contractor shall work with the COR to determine the conferences, schools

(such as HBCUs,) to travel to for marketing and recruiting students interested in competing. All travel shall be billed under C.5.8.

HUD will provide the Contractor with a master listing of all colleges and universities and other relevant educational organizations as part of their outreach. HUD expects the Contractor to send all correspondence, subject to COR approval, to all academic organizations. The Contractor shall market the competition to the institutes on the Master list. The Contractor shall work with the COR to determine the conferences, schools

(such as HBCUs,) to travel to for marketing and recruiting students interested in competing. The Contractor is responsible for all travel, hotel, and per diem expenses for approximately six (6) trips and no more than one (1)

Contractor staff member. Additional team members are responsible for their own travel expenses. All travel reimbursement shall be billed under task C.5.8.

https://www.facebook.com/hudusernews https://www.linkedin.com/company/huduser/ https://twitter.com/HUDUSERNEWS https://www.facebook.com/hudusernews https://twitter.com/HUDUSERNEWS

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

c. C.5.5 Phase II PHA/TDHE and Site Visit Management

The Contractor shall organize a site visit at a location specified by the PHA/TDHE for Phase II of the competition. The Contractor shall coordinate with the PHA/TDHE and the COR to finalize the site visit agenda.

The Contractor is responsible for all travel, hotel, and per diem expenses for up to eight (8) student finalists (2 per team) and no more than two (2) Contractor staff members for a total of 10 travelers. Additional team members are responsible for their own travel expenses. All travel reimbursement shall be billed under task

C.5.8

The Contractor shall organize a site visit at a location specified by the PHA/TDHE for Phase II of the competition. The Contractor shall coordinate with the PHA/TDHE and the COR to finalize the site visit agenda.

The Contractor is responsible for all travel, hotel, and per diem expenses for approximately one (1) trip with up to eight (8) student finalists (2 per team) and no more than two (2) Contractor staff members for a total of 10 travelers. Additional team members are responsible for their own travel expenses. All travel reimbursement shall be billed under task C.5.8

C.5.6 Final Event and Close-out

d. C.5.6.2 Prize and Honorarium

The funds shall be distributed as follows: 1st Place (winning team) - $25,000, 2nd Place (runner-up team) -

$15,000, 3rd and 4th Place - $6,000 each, and 5th – 10th Place - $1,000 each. The Contractor shall also distribute a $500 honorarium to each of the jurors. The contractor shall provide evidence of payment to the team and jurors.

The Contractor is responsible for all travel, hotel, and per diem expenses for up to eight (8) student finalists (2 per team) and no more than two (2) Contractor staff members and 6 jurors for total 16 travelers. Additional team members are responsible for their own travel expenses. All travel shall be billed under C.5.8.

Change TO:

The funds shall be distributed as follows: 1st Place (winning team) - $25,000, 2nd Place (runner-up team) -

$15,000, 3rd and 4th Place - $6,000 each, and 5th – 10th Place - $1,000 each. The Contractor shall also distribute a $500 honorarium to each of the jurors. The contractor shall provide evidence of payment to the team and jurors.

The Contractor is responsible for all travel, hotel, and per diem expenses for approximately one (1) trip with up to eight (8) student finalists (2 per team) and no more than two (2) Contractor staff members and 6 jurors for total 16 travelers. Additional team members are responsible for their own travel expenses. All travel shall be billed under C.5.8.

5. SECTION J – LIST OF ATTACHMENTS

a. Attachment J.6 - Section B Prices and Contract Personnel Spreadsheet

b. Attachment J.7 - Price Proposal Spreadsheet – Added breakout tasks for C.5.2 and C.5.6.

c. Attachment J.8 – Questions & Answers – Added to address Section L.10.

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

6. SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

a. L.8 Business Price Proposal – Volume III

(e) SF 33 and Price Submission

(3) FFP: Firm-Fixed Price and FP-FUR: Fixed Price-Fixed Unit Rate CLINs

c. Tab 3 – Price – Base Tasks:

(i) Complete Column B “Contractor Proposed Labor Category Equivalency Column”

See instructions in paragraph a.(ii) above.

(ii) Complete proposed hours and fully burdened labor rates.

(iii) Complete Other Direct Costs (ODCs) if applicable.

(i) Complete Column B “Contractor Proposed Labor Category Equivalency Column”

See instructions in paragraph a.(ii) above.

(ii) Complete proposed hours and fully burdened labor rates.

(iii) Complete Other Direct Costs (ODCs) if applicable.

(iv) Complete the breakout for the subtasks in Attachment J.7 – Price Proposal Spreadsheet for the CLINS listed below:

CLIN 0002 - Task 2. Marketing and Competition Materials

CLIN 0003 – Task 3. Recruiting Partnering PHAs and Graduate Students

CLIN 0004 – Task 4. Phase I and Juror Selection

CLIN 0006 – Task 6. Final Event and Close-out

CLIN 0007 – Task 7. Final Summary Report

b. L.10 PROPOSAL QUESTIONS AND COMMENTS

(c) The Subject line shall be:

Offeror Company - 86614624R00003 - Innovation in Affordable Housing Student Design and Planning

Competition

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

Offeror Company - 86614624Q00006 - Innovation in Affordable Housing Student Design and Planning

c. L.11 INTENT TO SUBMIT A PROPOSAL

Offeror Company - 86614624R00003 - Innovation in Affordable Housing Student Design and Planning

Offeror Company - 86614624Q00006 - Innovation in Affordable Housing Student Design and Planning

d. L.12 PROPOSAL SUBMISSION

(a) All offerors shall submit their quotes no later than August 16, 2024, at 2:00 P.M. (ET).

(a) All offerors shall submit their quotes no later than August 23, 2024, at 2:00 P.M. (ET).

7. SECTION M – EVALUATION FACTORS FOR AWARD

M.3. EVALUATION FACTORS

This is a sole source acquisition under FAR Part 12 and 13.5- Simplified Procedures for Certain

Commercial Products and Commercial Services. The Government will review the Offeror’s quote to determine if the proposed technical approach and price is the best value solution to meet the requirements in the solicitation.

It is the Government's intent to evaluate quotes and award a contract without discussions with Offerors.

The following evaluation factors will be used to evaluate each proposal. Award will be made to the Offeror whose proposal represent the best value to the Government based on an integrated assessment of the evaluation factors described below.

This is a competitive acquisition under FAR Part 12 and 13.5- Simplified Procedures for Certain

Commercial Products and Commercial Services.

CONTINUATION OF SF 30 BLOCK 14 Innovation in Affordable Housing Student Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006(formerly 86614624R00003) Amendment 0001

The following evaluation factors will be used to evaluate each proposal. Award will be made to the Offeror whose proposal represent the best value to the Government based on an integrated assessment of the evaluation factors described below.

B. All other terms and conditions remain the same.

See Attachment 1 –

Conformed copy of Solicitation 86614624Q00006(formerly 86614624R00003), Amendment 0001

ATTACHMENT 1

Conformed copy of Solicitation 86614624Q00006 (formerly 86614624R00003), Amendment 0001

SECTION A – SOLICITATION SUPPLEMENTAL INFORMATION Innovation in Affordable Housing Student

Design and Planning Competition

Policy Development and Research (PD&R) 86614624Q00006 (formerly 86614624R00003) Amendment 0001

Table of Contents

Page

PART I – THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS………………………………………...…17

SECTION C - DESCRIPTION/PERFORMANCE WORK STATEMENT (PWS).……………………….24

SECTION D - PACKAGING AND MARKING……………………………………………………………...53

SECTION E - INSPECTION AND ACCEPTANCE …...…………………………………………………...54

SECTION F - DELIVERIES OR PERFORMANCE ……………………………..………………………...55

SECTION G - CONTRACT ADMINISTRATION DATA …………………………………………………56

SECTION H - SPECIAL CONTRACT REQUIREMENTS……………………………………………… .61

PART II – CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES………………………………………………………………………70

PART III – LIST OF ASTTACHMENTS

SECTION J - LIST OF ATTACHMENTS…………………………………...……...………………………80

PART IV – REPRESENTASTIONS AND INSTRUCTIONS

SECTION K –REPRESENTATION, CERTIFICATIONS, AND OTHER STATEMENTS OF

OFFERORS……………………………………………………………………………………………………81

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS…………………...99

SECTION M – EVALUATION FACTORS FOR

AWARD………………………………………………………………………………………………..……….112

SECTION B -- SUPPLIES OR SERVICES AND PRICE/COSTS Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001

PART I – THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICES/COST

B.1 Contract Definition

This is a Firm-Fixed-Price (FFP) contract under the authority of FAR Part 12 and 13.5- Simplified Procedures for Certain Commercial Products and Commercial Services under NAICS Code 541611 – Administrative

Management and General Management Consulting Services for performance of the services stated in Section

C, Performance Work Statement. This is a Total Small Business set-aside.

This is a multiple-year contract. See Section F for period of performance.

B.2 Description of Services

The contractor shall provide services for the Innovation in Affordable Housing Student Design and Planning

Competition for the U.S. Department of Housing and Urban Development (HUD) Housing Surveys, Office of

Policy Development and Research (PD&R). The Contractor shall provide PD&R with support in topical knowledge in housing and community development, planning, logistics, and outreach services for the award competition for graduate students.

The contractor shall have extensive knowledge of affordable housing, urban planning, and community planning with professional and academic expertise in planning/design, architecture, building technology, public policy, and economics to provide the logistical support for the planning, managing, and providing outreach services for the events of the competition involving students.

B.3 Contract Line-Item Numbers and Prices

The amount to be paid to the Contractor for a deliverable is described in Section G, paragraph G.1 of this contract.

The estimated quantities are estimates only. The Government is not obligated to order the estimated quantities. The Government is not obligated to pay the amount specified.

FP: Fixed Price

FP-FUR: Fixed Price-Fixed Unit Rate

LH: Labor Hour

TM: Time and Material

CR: Cost Reimbursement – No Fee

SECTION B -- SUPPLIES OR SERVICES AND PRICE/COSTS Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001

Base Year

CLIN

CLIN

Type

PWS

Section Description – Base Year Qty Unit

Unit

Price Total Price

0001 C.5.1 Project Management $

0001AA FP C.5.1.1 Orientation Meeting 1 $ $

0001AB FP C.5.1.2 Management and Work Plan 1 EA $ $

0001AC FP-FUR

C.5.1.3

Monthly Progress Reports and Ongoing Communication 12 EA $ $

C.5.2

Marketing and

Competition Materials LO $

C.5.3 Recruiting Partnering

PHAs and Graduate

Students $

0003AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0003AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0004 C.5.4 Phase I and Juror Selection

0004AA FP

C.5.4.1

PHA Selection and

Competition Guidelines 1 EA $ $

0004AB FP C.5.4.2 Juror Selection 1 EA $ $

0004AC FP

C.5.4.3

Selection of the Four Final

Teams 1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0005AA FP C.5.5.1 Site Visit (students) 8 EA $ $

0006 C.5.6 Final Event and Close-out $

0006AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0006AB FP C.5.6.2 Prize and Honorarium 1 EA $ $

0006AC FP C.5.6.3 Close-out Activities $ $

0007 C.5.7 Final Summary Report $

0007AA FP C.5.7 Draft Final Report 1 EA $ $

0007AB FP C.5.7 Final Report 1 EA $ $

0007AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0008 CR

C.5.8

Travel Reimbursement for

C.5.2, C.5.5 and C.5.6 1 LOT $

BASE YEAR TOTAL PRICE

SECTION B -- SUPPLIES OR SERVICES AND PRICE/COSTS Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001

CLIN

Type

PWS

Section Description – Option 1 Qty Unit

Unit

Price Total Price

0009 C.5.1 Project Management $

0009AA FP-FUR

C.5.1.3

C.5.2

Marketing and Competition

Materials $

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0011AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0011AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0012 C.5.4 Phase I and Juror Selection $

0012AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0012AB FP

C.5.4.2 Juror Selection

1 EA $ $

0012AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0013AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

0014 C.5.6 Final Event and Close-out $

0014AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0014AB FP

C.5.6.2 Prize and Honorarium

1 EA $ $

0014AC FP

C.5.6.3 Close-out Activities

0015 C.5.7 Final Summary Report $

0015AA FP C.5.7 Draft Final Report 1 EA $ $

0015AB FP C.5.7 Final Report 1 EA $ $

0015AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0016 CR

C.5.8

SECTION B -- SUPPLIES OR SERVICES AND PRICE/COSTS Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001

CLIN

Type

PWS

Section Description – Option 2 Qty Unit

Unit

Price Total Price

0017 C.5.1 Project Management $

00017AA FP-FUR

C.5.1.3

C.5.2

Marketing and Competition

Materials LO $ $

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0019AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0019AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0020 C.5.4 Phase I and Juror Selection $

0020AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0020AB FP

C.5.4.2 Juror Selection

1 EA $ $

0020AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0021AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

C.5.6 Final Event and Close-out

0022AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0022AB FP

C.5.6.2 Prize and Honorarium

1 EA $ $

0022AC FP

C.5.6.3

Close-out Activities

1 EA $ $

0023 C.5.7 Final Summary Report $

0023AA FP C.5.7 Draft Final Report 1 EA $ $

0023AB FP C.5.7 Final Report 1 EA $ $

0023AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0024 CR

C.5.8

SECTION B -- SUPPLIES OR SERVICES AND PRICE/COSTS Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001

CLIN

Type

PWS

Section Description – Option 3 Qty Unit

Unit

Price Total Price

0025 C.5.1 Project Management $

0025AA FP-FUR

C.5.1.3

C.5.2

Marketing and Competition

Materials LO

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0027AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0027AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0028 C.5.4 Phase I and Juror Selection $

0028AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0028AB FP

C.5.4.2 Juror Selection

1 EA $ $

0028AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0029AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

0030 C.5.6 Final Event and Close-out $

0030AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0030AB FP

C.5.6.2 Prize and Honorarium

1 EA $ $

0030AC FP

C.5.6.3

Close-out Activities

1 EA $ $

0031 C.5.7 Final Summary Report $

0031AA FP C.5.7 Draft Final Report 1 EA $ $

0031AB FP C.5.7 Final Report 1 EA $ $

0031AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0032 CR

C.5.8

SECTION B -- SUPPLIES OR SERVICES AND PRICE/COSTS Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001

CLIN

Type

PWS

Section Description – Option 4 Qty Unit

Unit

Price Total Price

0033 C.5.1 Project Management $

0033AA FP-FUR

C.5.1.3

C.5.2

Marketing and Competition

Materials LO

C.5.3 Recruiting Partnering PHAs and

Graduate Students $

0035AA FP C.5.3.1 Student Team Recruitment 1 EA $ $

0035AB FP

C.5.3.2 Public Housing Agency

(PHA/TDHE) 1 EA $ $

0036 C.5.4 Phase I and Juror Selection $

0036AA FP

C.5.4.1

PHA Selection and Competition

Guidelines 1 EA $ $

0036AB FP

C.5.4.2 Juror Selection

1 EA $ $

0036AC FP

C.5.4.3 Selection of the Four Final Teams

1 EA $ $

C.5.5

PHA/TDHE and Site Visit

Management $

0037AA FP

C.5.5.1 Site Visit (students)

8 EA $ $

0038 C.5.6 Final Event and Close-out $

0038AA FP

C.5.6.1

Final Event (printed copies of programs) 75 EA $ $

0038AB FP

C.5.6.2 Prize and Honorarium

1 EA $ $

0038AC FP

C.5.6.3

Close-out Activities

1 EA $ $

0039 C.5.7 Final Summary Report $

0039AA FP C.5.7 Draft Report 1 EA $ $

0039AB FP C.5.7 Final Report 1 EA $ $

0039AC FP

C.5.7

Case Studies for winning and runner-up team 1 EA $ $

0040 CR

C.5.8

SECTION B -- SUPPLIES OR SERVICES AND PRICE/COSTS Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001

Description Period of Performance Contract Line Item (CLIN) Total Estimated

Amount

Base Year TBD to TBD CLINs 0001 - 0008 $0.00

Option Period 1 TBD to TBD CLINs 0009 - 0016 $0.00

Option Period 2 TBD to TBD CLINs 0017 – 0024 $0.00

Option Period 3 TBD to TBD CLINs 0025 – 0032 $0.00

Option Period 4 TBD to TBD CLINs 0033 – 0040 $0.00

TOTAL: BASE + 4 OPTIONS EST VALUE

$0.00

B.4 Travel - Cost Reimbursement – No Fee

If cost reimbursable travel is required and approved, HUD will reimburse travel, meeting, and other travel related costs associated with Tasks under C.5.5 that are documented with proper receipts [that show evidence of payment and confirm use of services for all costs submitted for travelers] up to the not to exceed (NTE) amount designated on the Order. Claims in excess of $75 must be substantiated by a receipt. Also Receipts for lodging, transportation, gas, rental cars, and baggage fees must always be submitted with the expense report regardless of the dollar amount.

The receipt must reflect the amount actually paid in full, for which reimbursement is requested and have acceptable supporting documentation. Acceptable supporting documentation may be Lodging Hotel Receipt, Boarding Pass for Airline Tickets, Airline Invoice, Car Rental Receipt, Paid Invoice Statements, or gasoline receipts. Hotel Itineraries, Confirmation Emails for hotels and/or car rentals, hotel parking or garage parking, and/or text message confirmation for airline tickets are not acceptable supporting documentation. If the

Contractor elects to drive, mil will be paid at a rate that is in accordance with the “Privately Owned Vehicle

(POV) Mileage Reimbursement Rate.” Mileage will be calculated using Google Maps, Yahoo Maps, AAA Maps, or other reputable mapping service.

Travel expenses (and subsistence) will be based on the most recent Federal Travel Regulations (FTR) as prescribed by the General Services Administration (GSA) with no mark ups to established FTR travel and subsistence rates for the geographic area involved. Travel costs will be reimbursed in accordance with the

HUDAR 2452.251-70 CONTRACTOR EMPLOYEE TRAVEL. All travel must be approved by the

Government and must be in accordance with contract terms.

B.5 Labor Hour and Time & Material Contract Line Items

Not Applicable

SECTION C - PERFORMANCE WORK STATEMENT Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001

SECTION C - DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

HUD Innovation in Affordable Housing Student Design and Planning Competition

Vision Statement

To organize and manage a graduate student award design and planning competition focused on innovative solutions to nationwide affordable housing challenges.

1.0 General Information

1.1 Scope of Work

The U.S. Department of Housing and Urban Development (HUD), Office of Policy Research and Development

(PD&R) requires contractor support to assist and manage a graduate student design and planning award competition focused on developing creative solutions to affordable housing challenges. HUD seeks a Contractor with specialized expertise in areas such as urban planning, architecture, or urban design, where applicable, who will perform all tasks defined in this document under Section 5.0 Specific Tasks.

Task Overview:

5.1 Project Management

5.1.1 Orientation and Post-Award Meetings

5.1.2 Management Plan

5.1.3 Monthly Progress Reports and Ongoing Communications

5.2 Marketing and Competition Materials

5.3 Recruiting Partnering PHAs and Graduate Students

5.3.1 Student Team Recruitment

5.3.2 Public Housing Agency (PHA)/Indian Tribal Designed Entity (TDHE)

5.4 Phase 1 and Juror Selection

5.4.1 PHA Selection and Competition Guidelines

5.4.2 Juror Selection

5.4.3 Selection of the Four Final Teams

5.5 PHA/TDHE and Site Visit Management

5.5.1 Site Visit

5.6 Final Event and Close-out

5.6.1 Final Event

5.6.2 Prize and Honorarium

5.6.3 Close-out Activities

5.7 Final Summary Report

5.7.1 Draft Final Report

5.7.2 Final Report

5.7.3 Case Studies for winning and runner-up team

5.8 Travel Reimbursement

SECTION C - PERFORMANCE WORK STATEMENT Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001

1.2 Background

The Innovation in Affordable Housing Student Design and Planning Competition (IAH) was created in 2015. The purpose of the competition was to invite teams of graduate students from multiple disciplines to submit plans in response to a real-world affordable housing design issue identified by the HUD in coordination with a public housing authority (PHA), or other agency partners and stakeholders.

Competition Goals:

The goals of the competition were:

1. To encourage research and innovation in affordable housing that improves the quality of life and strengthens the social and physical fabric of low—and moderate-income communities and neighborhoods.

2. To increase practitioner capacity to produce more livable and sustainable housing for low- and moderate-income communities through best building design and construction practices.

3. To foster cross-cutting and interdisciplinary teamwork within the design and community development process.

In previous years, the competition was opened to graduate students who formed teams, that included one faculty advisor. Each team consisted of three (3) to five (5) graduate students from varied disciplines, such as architecture or policy and real estate development. There were two phases of the competition.

Phase I:

All teams were required to submit initial proposals, which included up to four (4) pages of narrative and two (2) design boards that illustrated innovative solutions along the following five policy domains:, covering five critical policy domains:

1. Planning context and analysis

2. Building solutions and technology

3. Community development solutions

4. Site-specific illustrations of new construction or redevelopment

5. Schedule and finances

Typically, HUD receives around forty (40) applications from student teams representing colleges and universities from across the country in response to the Departmental invitation.

A jury of housing industry experts then selected four semi-finalist teams that participated in a site visit hosted by the partnering PHA. During the site visit, the students engaged with PHA staff, local government officials, developers, and other relevant partners to to learn more about the goals for the site.

Phase II:

The four (4) finalist teams used insights from the site visit to refine their initial proposals. This phase culminated in the final awards event at HUD Headquarters. The final awards presentations and ceremony occurred during the second week of April. At this event, finalist teams presented their revised site plans and demonstrated how their project solutions were innovative and addressed the needs of the community. Following all four team presentations, the jury deliberated and selected the winning and runner-up teams.

Cash prizes were awarded to all student teams as follows:

Awards and Prizes:

1. 1st Place (Winning team): $25,000

SECTION C - PERFORMANCE WORK STATEMENT Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001

2. 2nd Place (Runner-up team): $15,000

3. 3rd Place: $6,000

4. 4th Place: $6,000

5. 5th through 10th Place: $1,000/team

1.3 Constraints

The services identified in this PWS adhere to the rules, regulations, laws, and standards established by the HUD and other relevant federal guidelines.

1.4 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.

1.5 Period of Performance

The period of performance shall encompass one (1) base year of twelve (12) months from the date of award, followed by four (4) consecutive 12-month option period.

1.6 Place of Performance

The primary place of performance will be at the Contractor’s facilities.

1.7 Hours of Operation

The Contractor is responsible for providing services. Monday thru Friday . Government agencies will not be available during scheduled holidays, inclement weather, weekends, and after duty hours.

The Contractor shall s maintain an adequate workforce for the uninterrupted performance of all tasks defined within the contract when the Government facility is not closed for the above reasons. When hiring personnel, the

Contractor shall keep in mind that the stability and continuity of the workforce is essential.

1.8 Special Qualifications

N/A

1.9 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 and HUDAR 2452.237-79 Post-Award Conference.

1.10 Status Meetings

The Contracting Officer, the 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 shall apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These

SECTION C - PERFORMANCE WORK STATEMENT Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001 meetings shall be at no additional cost to the Government. Post award conference and subsequent meetings may be held via teleconference.

1.10 Contractor Travel

Prior to travel, the Contractor shall coordinate with and receive Government authorization from the COR for all travel. Reimbursement of travel costs will be in accordance with the Federal Travel Regulation and in accordance with FAR 31.205-46. The Contractor shall travel using the lower cost mode transportation commensurate with the mission requirements. When necessary to use air travel, the Contractor shall use the tourist class, economy class or similar lodging accommodations to the extent they are available and commensurate with the mission requirements. HUD will not reimburse Contractor's local travel.

1.12 Transition In

NA

1.13 Transition Out

NA

2.0 Definitions and Acronyms

2.1 Definitions

Business/Work Days- Every official work day or 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 into, administer, and/or terminate contracts and make related determinations and findings on behalf of the Government. Note: the only individual who can legally bind the Government.

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

Contracting Officer to perform contract administration activities regarding technical issues. This individual has authority to provide technical direction to the Contractor if 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.

Government Furnished Property (GFP) - Government-furnished property is property in the possession of, or directly acquired by, the Government and subsequently furnished to the Contractor for performance of a contract.

Government-furnished property includes, but is not limited to, spares and property furnished for repair, SECTION C - PERFORMANCE WORK STATEMENT Innovation in Affordable Housing Student

Policy Development and Research (PD&R) 86614624Q00006 Amendment 0001 maintenance, overhaul, or modification. Government-furnished property also includes contractor-acquired property if the contractor-acquired property is a deliverable under a cost contract when accepted by the

Government for continued use under the contract.

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 standard for these requirements and surveillance methods to be used to determine if performance standards are met.

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

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

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

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

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

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.

Workday - The number of hours per day the Contractor provides services in accordance with the contract.

Work Week - Monday through Friday, unless specified otherwise.

2.2 Acronyms

AHRT - Affordable Housing & Research Technology Division, HUD

AQL - Acceptable Quality Level.

CFO or OCFO - Office of the Chief Financial Officer of HUD.

CFR - Code of Federal…