86614821Q00008.pdf

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Solicitation number
86614821Q00008
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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

FHA-9AHM CODE 16. ADMINISTERED BYCODE

X

X

519130

SIZE STANDARD:

% FOR:SET ASIDE:UNRESTRICTED ORHUD-NFWP

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

09/16/2021 1100 MS

09/02/2021

EURADELL MCRAE

(No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

86614821Q00008

5. SOLICITATION NUMBER

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

1 61 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

SAN FRANCISCO CA 94104

10TH FLOOR

1 SANSOME STREET

FHA-9AHM

15. DELIVER TO

DENVER CO 80202-4801

1670 BROADWAY 23RD FLOOR

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

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.

Period of Performance: 09/29/2021 to 09/28/2026

0001 Estimated Period of Performance 09/29/2021-09/28/2022 Funding

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

0001AA MFH Keys located across 17 offices (POP 59 EA 09/29/2021-09/28/2022) (Not Separately Priced) Continued ...

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

HEREIN, IS ACCEPTED AS TO ITEMS:

DATED

CHRISTOPHER S. STUART

. 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.

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

0001AB PD&R Keys located across 17 offices (POP 11 EA

09/29/2021-09/28/2022)

(Not Separately Priced)

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

0001AC MF Key Reassignments (POP 09/29/2021-09/28/2022) 5 EA

(Not Separately Priced)

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

0001AD PD&R Key Reassignments (POP 09/29/2021-09/28/2022) 5 EA

(Not Separately Priced)

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

0002 MF Prepackaged Reports 09/29/2021-09/28/2022 1 LO

(Not Separately Priced)

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

0002AA MF Prepackaged Report #1 (09/29/2021-09/28/2022) 1 LO

(Not Separately Priced)

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

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

61 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

0002AB MF Prepackaged Report #2 (09/29/2021-09/28/2022) 1 LO

(Not Separately Priced)

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

0002AC MF Prepackaged Report #3 (09/29/2021-09/28/2022) 1 LO

(Not Separately Priced)

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

0003 MF Usage Report (09/29/2021-09/28/2022) 2 EA

(Not Separately Priced)

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

0004 MF Micro Data Searches (09/29/2021-09/28/2022) 1 LO

(Not Separately Priced)

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

0005 MF One-on-One User Technical 1 LO

Support(09/29/2021-09/28/2022)

(Not Separately Priced)

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

0006 MF Limited Market Information Search 1 LO

(09/29/2021-09/28/2022)

(Not Separately Priced)

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

0007 PD&R Prepackaged Reports 09/29/2021-09/28/2022 1 LO

(Not Separately Priced)

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

0007AA PD&R Prepackaged Report #1 (09/29/2021-09/28/2022) 1 LO

(Not Separately Priced)

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

0007AB PD&R Prepackaged Report #2 (09/29/2021-09/28/2022) 1 LO

(Not Separately Priced)

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

Continued ...

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

Sponsored by GSA

FAR (48 CFR) 53.110

4 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

0007AC PD&R Prepackaged Report #3 (09/29/2021-09/28/2022) 1 LO

(Not Separately Priced)

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

0008 PD&R Usage Report (09/29/2021-09/28/2022) 2 EA

(Not Separately Priced)

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

0009 PD&R Micro Data Searches (09/29/2021-09/28/2022) 1 LO

(Not Separately Priced)

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

0010 PD&R One-on-One User Technical 1 LO

Support(09/29/2021-09/28/2022)

(Not Separately Priced)

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

0011 PD&R Limited Market Information Search 1 LO

(09/29/2021-09/28/2022)

(Not Separately Priced)

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

0012 Agency-wide Group Trainings 2 EA

(09/29/2021-09/28/2022)

(Not Separately Priced)

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

0013 Estimated Period of Performance

09/29/2022-09/28/2023 Funding

(Option Line Item)

Period of Performance: 09/29/2022 to 09/28/2023

0013AA MFH Keys located across 17 offices (POP 59 EA

09/29/2022-09/28/2023)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0013AB PD&R Keys located across 17 offices (POP 11 EA

09/29/2022-09/28/2023)

(Option Line Item)

Continued ...

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

5 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0013AC MF Key Reassignments (POP 09/29/2022-09/28/2023) 5 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0013AD PD&R Key Reassignments (POP 09/29/2021-09/28/2022) 5 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0014 MF Prepackaged Reports (09/29/2022-09/28/2023) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0014AA MF Prepackaged Report #1 (09/29/2022-09/28/2023) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0014AB MF Prepackaged Report #2 (09/29/2022-09/28/2023) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0014AC MF Prepackaged Report #3 (09/29/2022-09/28/2023) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0015 MF Usage Report (09/29/2022-09/28/2023) 2 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0016 MF Micro Data Searches (09/29/2022-09/28/2023) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0017 MF One-on-One User Technical 1 LO

Support(09/29/2022-09/28/2023)

(Option Line Item)

(Not Separately Priced)

Continued ...

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

6 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

Period of Performance: 09/29/2022 to 09/28/2023

0018 MF Limited Market Information Search 1 LO

(09/29/2022-09/28/2023)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0019 PD&R Prepackaged Reports(09/29/2022-09/28/2023) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0019AA PD&R Prepackaged Report #1 (09/29/2022-09/28/2023) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0019AB PD&R Prepackaged Report #2 (09/29/2022-09/28/2023) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0019AC PD&R Prepackaged Report #3 (09/29/2022-09/28/2023) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0020 PD&R Usage Report (09/29/2022-09/28/2023) 2 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0021 PD&R Micro Data Searches (09/29/2022-09/28/2023) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0022 PD&R One-on-One User Technical Support 1 LO

(09/29/2022-09/28/2023)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0023 PD&R Limited Market Information Search 1 LO

(09/29/2022-09/28/2023)

(Option Line Item)

Continued ...

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

7 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0024 Agency-wide Group Trainings 2 EA

(09/29/2022-09/28/2023)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2022 to 09/28/2023

0025 Estimated Period of Performance

09/29/2023-09/28/2024 Funding

(Option Line Item)

Period of Performance: 09/29/2023 to 09/28/2024

0025AA MFH Keys located across 17 offices (POP 59 EA

09/29/2023-09/28/2024)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0025AB PD&R Keys located across 17 offices (POP 11 EA

09/29/2023-09/28/2024)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0025AC MF Key Reassignments (POP 09/29/2023-09/28/2024) 5 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0025AD PD&R Key Reassignments (POP 09/29/2023-09/28/2024) 5 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0026 MF Prepackaged Reports (09/29/2023-09/28/2024) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0026AA MF Prepackaged Report #1 (09/29/2023-09/28/2024) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0026AB MF Prepackaged Report #2 (09/29/2023-09/28/2024) 1 LO

Continued ...

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

8 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0026AC MF Prepackaged Report #3 (09/29/2023-09/28/2024) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0027 MF Usage Report (09/29/2023-09/28/2024) 2 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0028 MF Micro Data Searches (09/29/2023-09/28/2024) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0029 MF One-on-One User Technical Support 1 LO

(09/29/2023-09/28/2024)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0030 MF Limited Market Information Search 1 LO

(09/29/2023-09/28/2024)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0031 PD&R Prepackaged Reports(09/29/2023-09/28/2024) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0031AA PD&R Prepackaged Report #1 (09/29/2023-09/28/2024) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0031AB PD&R Prepackaged Report #2 (09/29/2023-09/28/2024) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0031AC PD&R Prepackaged Report #3 (09/29/2023-09/28/2024) 1 LO

Continued ...

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

9 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0032 PD&R Usage Report (09/29/2023-09/28/2024) 2 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0033 PD&R Micro Data Searches (09/29/2023-09/28/2024) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0034 PD&R One-on-One User Technical Support 1 LO

(09/29/2023-09/28/2024)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0035 PD&R Limited Market Information Search 1 LO

(09/29/2023-09/28/2024)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0036 Agency-wide Group Trainings 2 EA

(09/29/2023-09/28/2024)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2023 to 09/28/2024

0037 Estimated Period of Performance

09/29/2024-09/28/2025 Funding

(Option Line Item)

Period of Performance: 09/29/2024 to 09/28/2025

0037AA MFH Keys located across 17 offices (POP 59 EA

09/29/2024-09/28/2025)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0037AB PD&R Keys located across 17 offices (POP 11 EA

09/29/2024-09/28/2025)

(Option Line Item)

(Not Separately Priced)

Continued ...

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

10 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

Period of Performance: 09/29/2024 to 09/28/2025

0037AC MF Key Reassignments (POP 09/29/2024-09/28/2025) 5 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0037AD PD&R Key Reassignments (POP 09/29/2024-09/28/2025) 5 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0038 MF Prepackaged Reports (09/29/2024-09/28/2025) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0038AA MF Prepackaged Report #1 (09/29/2024-09/28/2025) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0038AB MF Prepackaged Report #2 (09/29/2024-09/28/2025) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0038AC MF Prepackaged Report #3 (09/29/2024-09/28/2025) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0039 MF Usage Report (09/29/2024-09/28/2025) 2 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0040 MF Micro Data Searches (09/29/2024-09/28/2025) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0041 MF One-on-One User Technical Support 1 LO

(09/29/2024-09/28/2025)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

Continued ...

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

11 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

0042 MF Limited Market Information Search 1 LO

(09/29/2024-09/28/25)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0043 PD&R Prepackaged Reports(09/29/2024-09/28/2025) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0043AA PD&R Prepackaged Report #1 (09/29/2024-09/28/2025) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0043AB PD&R Prepackaged Report #2 (09/29/2024-09/28/2025) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0043AC PD&R Prepackaged Report #3 (09/29/2024-09/28/2025) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0044 PD&R Usage Report (09/29/2024-09/28/2025) 2 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0045 PD&R Micro Data Searches (09/29/2024-09/28/2025) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0046 PD&R One-on-One User Technical Support 1 LO

(09/29/2024-09/28/2025)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0047 PD&R Limited Market Information Search 1 LO

(09/29/2024-09/28/2025)

(Option Line Item)

(Not Separately Priced)

Continued ...

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

12 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

Period of Performance: 09/29/2024 to 09/28/2025

0048 Agency-wide Group Trainings 2 EA

(09/29/2024-09/28/2025)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2024 to 09/28/2025

0049 Estimated Period of Performance

09/29/2025-09/28/2026 Funding

(Option Line Item)

Period of Performance: 09/29/2025 to 09/28/2026

0049AA MFH Keys located across 17 offices (POP 59 EA

09/29/2025-09/28/2026)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0049AB PD&R Keys located across 17 offices (POP 11 EA

09/29/2025-09/28/2026)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0049AC MF Key Reassignments (POP 09/29/2025-09/28/2026) 5 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0049AD PD&R Key Reassignments (POP 09/29/2025-09/28/2026) 5 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0050 MF Prepackaged Reports (09/29/2025-09/28/2026) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0050AA MF Prepackaged Report #1 (09/29/2025-09/28/2026) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0050AB MF Prepackaged Report #2 (09/29/2025-09/28/2026) 1 LO

(Option Line Item)

Continued ...

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

13 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0050AC MF Prepackaged Report #3 (09/29/2025-09/28/2026) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0051 MF Usage Report (09/29/2025-09/28/2026) 2 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0052 MF Micro Data Searches (09/29/2025-09/28/2026) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0053 MF One-on-One User Technical Support 1 LO

(09/29/2025-09/28/2026)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0054 MF Limited Market Information Search 1 LO

(09/29/2025-09/28/26)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0055 PD&R Prepackaged Reports(09/29/2025-09/28/2026) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0055AA PD&R Prepackaged Report #1 (09/29/2025-09/28/2026) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0055AB PD&R Prepackaged Report #2 (09/29/2025-09/28/2026) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0055AC PD&R Prepackaged Report #3 (09/29/2025-09/28/2026) 1 LO

(Option Line Item)

Continued ...

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

14 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86614821Q00008

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0056 PD&R Usage Report (09/29/2025-09/28/2026) 2 EA

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0057 PD&R Micro Data Searches (09/29/2025-09/28/2026) 1 LO

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0058 PD&R One-on-One User Technical Support 1 LO

(09/29/2025-09/28/2026)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0059 PD&R Limited Market Information Search 1 LO

(09/29/2025-09/28/2026)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0060 Agency-wide Group Trainings 2 EA

(09/29/2025-09/28/2026)

(Option Line Item)

(Not Separately Priced)

Period of Performance: 09/29/2025 to 09/28/2026

0061 Transition Out. The transition out CLIN will only 1 JZ be ordered if HUD determines to not exercise the next contract period.

This will be a unilateral decision by HUD and may be ordered at any time during the contract period of performance.

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

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

This Notice is Subject to Amendment

This is a notice that, in accordance with Federal Acquisition Regulation (FAR) Part 13, Simplified Acquisition Procedures, the U.S. Department of Housing & Urban Development (HUD) intends to award a firm fixed-price indefinite delivery, indefinite quantity (IDIQ) contract to purchase subscription service to a dynamic database in support of multifamily underwriting and housing market analysis. Research data services will support map appraisals, rent comparability studies, and development or real estate market intelligence. This is a combined synopsis/solicitation in accordance with FAR 12.603.

This is a notice of intent to award a sole source purchase order under statutory authority 10 USC 2304(c)

(1), set forth in Federal Acquisition Regulation 6.302-1, "Only One Responsible Source and No Other

Supplies or Services Will Satisfy Agency Requirements". All responsible sources may submit a capability statement, proposal, or quotation which shall be considered by the agency. Information submitted shall be sufficient to determine capability in providing the data services required by HUD. Telephone responses and requests will not be received. A determination by the Government not to compete this requirement based on responses to this notice is solely within the discretion of the Government.

Part I -The Schedule

Performance Work Statement (PWS) Online Research Data Base to support Underwriting and Housing Market Analysis

BACKGROUND

HUD requires a dynamic database that is adept at meeting the varied needs of multiple HUD staff engaged in multifamily underwriting and housing market analysis. Our regulations and administrative procedures require HUD staff to evaluate loan and mortgage insurance applications submitted to the

Department. HUD staff complete market reviews for mortgage insurance applications received by HUD, mainly under the 221(d)(4) program. Multifamily has processed over $20,000,000,000 in mortgage insurance applications in the year 2020.

DESCRIPTION OF SERVICES

The database will be used to confirm rents requested by owners on Section 8 Project based contracts.

We require reliable and verifiable data to support determinations made on these mortgage insurance applications and Section 8 Contracts. It is of primary importance that the data is accepted by the multifamily and commercial real estate industry, as the data will be used to verify data submitted by owners and lenders who used licensed appraisers and verifiable data on their applications and rent requests.

The database must be capable of determining rents and values of varied and complex multifamily and mixed-use commercial properties. Properties may range from small apartment buildings in suburbs to complex commercial properties with retail, office, townhomes, penthouses, and rental apartments in major cities. The type of research required is determined by Multifamily Accelerated Processing (MAP) applications received by the Department and Rent Comparability Studies (RCSs) submitted by owners seeking to renew Project Based Section 8 Contracts. Our staff will not only evaluate the subject property

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008 in the application or Section 8 Contract renewal, but also the comparables that have been selected to support the values in their application and contract renewal requests.

In addition to HUD’s evaluation work relating to Multifamily mortgage insurance applications, this database will be used to obtain market intelligence to HUD staff. This includes advising HUD’s Secretary and Regional Administrators about the relative conditions of housing markets nationally.

LICENSING REQUIREMENTS

There will be a minimum of 11 licensed users. The licensees will be granted access to all geographical areas. The contractor shall allow licenses to be transferred to different HUD employees if a license holder no longer requires the services or a licensee leaves the agency.

PERIOD OF PERFORMANCE

The contract will be procured as a five-year IDIQ Contract. The period of performance is estimated to be

September 29, 2021, to September 28, 2026.

PERFORMANCE OBJECTIVE

I. Objectives

The objectives of the contract are to provide HUD staff with access to a database that achieve the following:

1. Provide data which allows HUD staff to determine market rents for existing Section 8 Rent contracts (Subsidized) and/or make risk-based decisions before insuring new subsidized and unsubsidized properties.

2. Provide data which is recognized by the multifamily and commercial real estate industry and is accepted by lenders and owners as reliable and verifiable. Based on research done using this database, staff may question an applicant about information on their MAP application, such as future vacancy or rent trends, or in the case of a Section 8 contract renewal, staff may question comparable property selected on the owner submitted Rent Comparability Study. HUD and HUD business partners require reliable, and industry accepted data for these risk-based decisions. Specific data requirements are listed in Scope and Detailed Data Requirements of this PWS.

3. Provide real-time data (updated monthly) on demand to HUD staff to determine current market rents for existing Section 8 Rent contracts (Subsidized) and/or make risk-based decisions before insuring new subsidized and unsubsidized projects under MAP guidelines.

4. Provide HUD staff with a broad range of macro and micro data which will allow them to confirm whether accurate property attributes have been utilized in a MAP application or RCS. An example of macro data is the market trends (vacancy, rents) for a

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008 property, an example of micro data is the name and phone of sales agent on a property for sale.

5. Allow users to define research parameters. Staff shall be able to select a multifamily property, mixed used property or land and the database will provide data on similar projects that compare to it. Each comparable shall be identified on a qualitative scale which is compared to the subject property; however, the HUD users should be able select different comparable properties if it is their opinion that that there are better comparables than those generated by the database.

II. Scope

1. HUD staff require comparable data for the following property uses:

Multifamily housing unsubsidized properties

Land sales of properties having residential zoning or other zoning that would allow residential use

Mixed use Retail, and Office

2. The contractor must provide a database that covers counties listed in the HUD MF Market which includes 7,418 cities in the US and US territories which are listed on the MF Market (see MF Market by City and State.pdf attachment). In the case of limited market information, individualized search is to be completed by the contractor as requested by appraiser or underwriter. All users require access to all geographic areas. A HUD staff in Boston, may evaluate an application for project San Francisco.

3. Provide Access to a minimum of 40 HUD staff, we are requesting 55 keys the first year, with the ability to add or subtract staff in subsequent years. The First year 55 keys will be needed for staff in 17 offices:

• Headquarters

• Fort Worth

• Kansas City

• Chicago

• Detroit

• Minneapolis

• Atlanta

• Jacksonville

• New York

• Boston

• Baltimore

• San Francisco

• Denver

• Philadelphia

• Oklahoma City

• Seattle

• Los Angeles

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

4. Data must be accessible to users on personal computers and HUD issued computers. Staff may work from home, in their assigned Regional or satellite office, reassigned. Reassignments are requested by the COR and typically do not exceed 5 per year. Licenses may be reassigned to any HUD office.

5. Staff should have the access to the data within 5 minutes of selecting their research parameters.

6. At a minimum data should update monthly.

7. Data, such as charts, graphs, photographs, and reports shall be downloadable in PDF form.

Comparative data, such as unit square footage, rents, unit types, shall be downloadable in PDF or Excel formats.

III. Detailed Data Requirements

1. Provide HUD MF 24/7 access to electronic data which is updated monthly that allows appraisers and underwriters to confirm information included in the Rent Comparability Studies (RCSs), and the Multifamily Accelerated Processing (MAP) appraisals submitted to the department and to provide additional forecasting information that allows them to further assess rents, sale data, and project risk such as current and future vacancy.

Requirements for an RCS are defined in Chapter 9 of the most current HUD Multifamily Section 8 Renewal Guide. The HUD Multifamily Section 8 Renewal Guide:

https://www.hud.gov/program_offices/housing/mfh/mfhsec8

2. Requirements of a MAP Appraisal are found in Chapter 7 of the most current MAP Guide.

The HUD MAP Guide:

https://www.hud.gov/program_offices/administration/hudclips/guidebooks/hsg-GB4430

3. Sale and rental comparable data should include photos of each property and generate maps for locating them. Available data will include not only existing completed projects but also properties that are under construction and announced/proposed projects that are anticipated to come on the market. In the case of limited data for markets or sub-markets the contractor is to provide research assistance to provide data such as comparables or market information as describes in pre-packaged reports, item 6 below.

4. Customized searches for both sale and rental comparables of multifamily properties are required. This includes searching by property address, define an area by radius, or by drawing on an interactive map that can be saved, updated, and customized. Customization should allow the HUD user to delete projects which are not fully comparable and replace with projects we think more comparable to the subject as well as create lists by age, unit count, condition, rents.

5. Generate in both data and graph form. While not all data need be available in a graph and/or chart, at a minimum multifamily patterns in rent growth, vacancy, sales price per unit, and capitalization rates should be available. For each of these, the data and associated

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008 graphs should provide 5-10 years of historical data, current data, and the industry standard 5-year forward projection based on what is currently under construction and anticipated completion of those properties and what demand will be based on renter household growth, vacancy, quality, age, and other factors which assist in the HUD user evaluating the owner submitted RCS and MAP Appraisal.

6. Data for all Individual Property Research for Apartments, Retail, and Office Properties shall include the following:

• Improved Sales with Photos (exterior and interior) and Maps

• Apartment Rents & Commercial Leases with Photos and Maps

• Land Sales with Photos and Maps

7. Prepackaged Reports. These should be templates for each property or market selected so that they are easy and quick to produce. The information should update monthly at a minimum. Staff should have the access to the data within 5 minutes of selecting their research parameters. Forecasted data for market and submarket reports shall use the industry standard demographic/econometric research data and not be extrapolated from historical data. Potential vendors should provide sample reports.

Prepackaged Report #1

A report which includes market information used by underwriters to assist in the evaluation of MAP applications and appraisals. This report is for a single, existing property and shall include:

• Detailed Property Information with Photos

• Subject Unit Mix and Current Subject Rents and Vacancy Rate

• Detailed Rent Comps with Photos and Maps

• Projects Under Construction and Recent Deliveries

• Detailed Sale Comps with Photos, Maps, and Cap Rates

• Market Demographics

• Submarket Data including rents, vacancy – 5-10 years history, present data and data forecasted over the next 3 years

• Supply & Demand Trends

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

Prepackaged Report #2

A Rent Survey Reports for a single, existing property. These reports will be used to determine if rents requested in Section 8 Contract renewals and in MAP applications are supported by the market. The following data is the minimum requirement:

• Detailed Property Information with Photos

• Subject Unit Mix and Current Subject Rents and Vacancy Rate

• Detailed Rent Comparables with Photos and Maps

• Projects Under Construction, Recent Deliveries, and Demolitions

• Trends in Rents – 5-10 years history, present data and data forecasted over the next 3 years

• Trends in Vacancy – 5-10 years history, present data and data forecasted over the next 3 years

• Supply & Demand Trends

Prepacked Report #3

Market & Submarket Reports for Apartment, Retail and Office Markets. This report provides market trends for both markets and submarkets as listed in the MF City and State Market attachment. The minimum data required for this report is:

• Projects Under Construction, Recent Deliveries, and Demolitions

• Market Trends in Sales broken down per unit and per square footage of the unit

• Market Trends in Rents – 5-10 years history, present data and data forecasted over the next 3 years

• Trends in Vacancy – 5-10 years history, present data and data forecasted over the next 3 years

• Supply & Demand Trends

Micro Data Search

Staff shall also be able to obtain the micro data below to confirm information submitted on applications.

This information shall be available on all properties in the database.

• Photographs of the properties

• Location on a map

• Fees and concessions which impact rent

• Address of property, including city and county, with map location

• Property assessor parcel number and parcel map, year built, last purchase date,

• Owner’s name and phone number for a comparable sale this would include both the Seller’s name and phone number and the Buyer’s name and phone number

• Lot Size and zoning for sale comparables

• Sales Price if applicable

• Financing information for sale comparables

• New Lender information for sale comparables

• Description of property improvements, includes number and types of buildings & parking, Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

• Detailed Property description, including types of units, size, unit mix, amenities, age, rehab dates

• Vacancy rate,

• Income description- all sources

• Detailed Expense amounts where available

• Listing agent name and phone number for sale comparables

• Sales agent name and phone number for sale comparables

• Management Agent Contact info

• Move-in cost for residents, including reoccurring costs, deposits and other

• Pet policies

• Market or subsidized and type of subsidy

• Inclusion in a relative rating scale when compared to other properties, such 1-5, with superior and inferior properties identified.

IV. Deliverables and Milestones

1. The Department requires that staff with access to the data have access 24 hours, seven days a week.

2. Technical Support: The contractor is to provide one on one Technical Support to users. This Technical Support shall consist of guidance and training for new and existing users and shall assist users in initial onboarding, accessing reports, and navigating the database. The contractor is to provide a phone accessible help desk to assist users during business hours.

3. Additional Training: At HUD’s option, in addition to training and technical described above, HUD will require up to two group trainings which include all assigned users. Trainings will be virtual and at a minimum should allow all assigned users to view a single computer screen, hear multiple speakers, and allow both with HUD and contractor speaking ability. Typically, trainings are accomplished using Zoom, TEAMS, or a similar platform. One training is completed in October and a second training, if needed is in March. The second training may include assigned users, and up to 70 additional HUD staff and supervisors.

4. Usage Report: HUD requires two usage reports each year which provide usage in some meaningful measure such as minutes, by report, data retrieved, pages downloaded. The Report should incorporate graphs that compare usage and allow the COR to review individual and aggregate staff use monthly & year to date. Usage reports are due the first Monday in March and August. Usage report provides information on the present Fiscal year, October 1- September 30 and includes all assigned users.

V. Schedule N/A

VI. Supplementary Guidance

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

1. The HUD Multifamily Section 8 Renewal Guide:

https://www.hud.gov/program_offices/housing/mfh/mfhsec8 . Requirements of an RCS Appraisal are found in Chapter 7 of the most current Section 8 Renewal Guide.

2. The HUD MAP Guide:

https://www.hud.gov/program_offices/administration/hudclips/guidebooks/hsg-GB4430 Requirements of a MAP Appraisal are found in Chapter 7 of the most current MAP Guide.

3. Invoicing and Payments: Contractors are required to use and submit invoices after services have been received in the Invoice Process Platform (IPP). Vendors can enroll here:

https://www.ipp.gov/

4. Billing issues, questions, and invoices are to be directed to the assigned COR with copy to the Contracting Specialist and the Contracting Officer.

Upon request from the COR, the contractor shall provide periodic usage reports no more than once a quarter. The report shall be provided within three business days of written request from the COR. The final report will be submitted in excel spreadsheet format. The Acceptable Quality Level (AQL) is 100% within three business days with a two-day deviation.

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

User List Provided by HUD at time of award.

CONTRACT ESTIMATED PERIOD OF PERFORMANCE 09/29/2021 – 09/28/2022

CLIN Description

Estimated

QTY UNIT UNIT PRICE

TOTAL

ESTIMATED

AMOUNT

0001 Estimated Period of Performance

09/29/2021 – 09/28/2022 Funding

0001AA MFH Keys located across 17 offices 59 Each

0001AB PD&R Keys located across 17 offices 11 Each

0001AC MF Key Reassignments 5 Each

0001AD PD&R Key Reassignments 5 Each

0002 MF Prepackaged Reports

0002AA MF Prepackaged Report #1 Unlimited Each

0002AB MF Prepackaged Report #2 Unlimited Each

0002AC MF Prepackaged Report #3 Unlimited Each

0003 MF Usage Report 2 Each

0004 MF Micro Data Searches Unlimited Each

0005 MF One-on-one User Technical Support 1 Lot

0006 MF Limited Market Information Search 1 Lot

0007 PD&R Prepackaged Reports

0007AA PD&R Prepackaged Report #1 Unlimited Each

0007AB PD&R Prepackaged Report #2 Unlimited Each

0007AC PD&R Prepackaged Report #3 Unlimited Each

0008 PD&R Usage Reports 2 Each

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

0009 PD&R Micro Data Searches Unlimited Each

0010 PD&R One-on-one User Technical

Support

1 Lot

0011 PD&R Limited Market Information

Search

1 Lot

0012 Agency-wide Group Trainings 2 Each

TOTAL ESTIMATED PRICE FOR ESTIMATED PERIOD OF PERFORMANCE

09/29/2021 – 09/28/2022

ESTIMATED PERIOD OF PERFORMANCE 09/29/2022 – 09/28/2023

CLIN Description

Estimated

QTY UNIT UNIT PRICE

TOTAL

ESTIMATED

AMOUNT

0013 Estimated Period of Performance

09/29/2022 -09/28/2023 Funding

0013AA MFH Keys located across 17 offices 59 Each

0013AB PD&R Keys located across 17 offices 11 Each

0013AC MF Key Reassignments 5 Each

0013AD PD&R Key Reassignments 5 Each

0014 MF Prepackaged Reports

0014AA MF Prepackaged Report #1 Unlimited Lot

0014AB MF Prepackaged Report #2 Unlimited Lot

0014AC MF Prepackaged Report #3 Unlimited Lot

0015 MF Usage Report 2 Each

0016 MF Micro Data Searches Unlimited Lot

0017 MF One-on-one User Technical Support 1 Lot

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

0018 MF Limited Market Information Search 1 Lot

0019 PD&R Prepackaged Reports

0019AA PD&R Prepackaged Report #1 Unlimited Lot

0019AB PD&R Prepackaged Report #2 Unlimited Lot

0019AC PD&R Prepackaged Report #3 Unlimited Lot

0020 PD&R Usage Reports 2 Each

0021 PD&R Micro Data Searches Unlimited Lot

0022 PD&R One-on-one User Technical

Support

1 Lot

0023 PD&R Limited Market Information

Search

1 Lot

0024 Agency-wide Group Trainings 2 Each

TOTAL ESTIMATED PRICE FOR ESTIMATED PERIOD OF PERFORMANCE

09/29/2022-09/28/2023

ESTIMATED PERIOD OF PERFORMANCE 09/29/2023 – 09/28/2024

CLIN Description Estimated

QTY

UNIT UNIT PRICE

TOTAL

ESTIMATED

AMOUNT

0025 Estimated Period of Performance

09/29/2023 – 09/28/2024 Funding

0025AA MFH Keys located across 17 offices 59 Each

0025AB PD&R Keys located across 17 offices 11 Each

0025AC MF Key Reassignments 5 Each

0025AD PD&R Key Reassignments 5 Each

0026 MF Prepackaged Reports

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

0026AA MF Prepackaged Report #1 Unlimited Each

0026AB MF Prepackaged Report #2 Unlimited Each

0026AC MF Prepackaged Report #3 Unlimited Each

0027 MF Usage Report 2 Each

0028 MF Micro Data Searches Unlimited Each

0029 MF One-on-one User Technical Support 1 Lot

0030 MF Limited Market Information Search 1 Lot

0031 PD&R Prepackaged Reports

0031AA PD&R Prepackaged Report #1 Unlimited Lot

0031AB PD&R Prepackaged Report #2 Unlimited Lot

0031AC PD&R Prepackaged Report #3 Unlimited Lot

0032 PD&R Usage Reports 2 Each

0033 PD&R Micro Data Searches Unlimited Lot

0034 PD&R One-on-one User Technical

Support

1 Lot

0035 PD&R Limited Market Information

Search

1 Lot

0036 Agency-wide Group Trainings 2 Each

TOTAL ESTIMATED PRICE FOR ESTIMATED PERIOD OF PERFORMANCE

09/29/2023 - 09/28/2024

ESTIMATED PERIOD OF PERFORMANCE 09/29/2024 -09/28/2025

CLIN Description

Estimated

QTY UNIT UNIT PRICE

TOTAL

ESTIMATED

AMOUNT

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

0037 Estimated Period of Performance

09/29/2024-09/28/2025 Funding

0037AA MFH Keys located across 17 offices 59 Each

0037AB PD&R Keys located across 17 offices 11 Each

0037AC MF Key Reassignments 5 Each

0037AD PD&R Key Reassignments 5 Each

0038 MF Prepackaged Reports

0038AA MF Prepackaged Report #1 Unlimited Lot

0038AB MF Prepackaged Report #2 Unlimited Lot

0038AC MF Prepackaged Report #3 Unlimited Lot

0039 MF Usage Report 2 Each

0040 MF Micro Data Searches Unlimited Each

0041 MF One-on-one User Technical Support 1 Lot

0042 MF Limited Market Information Search 1 Lot

0043 PD&R Prepackaged Reports

0043AA PD&R Prepackaged Report #1 Unlimited Each

0043AB PD&R Prepackaged Report #2 Unlimited Each

0043AC PD&R Prepackaged Report #3 Unlimited Each

0044 PD&R Usage Reports 2 Each

0045 PD&R Micro Data Searches Unlimited Each

0046 PD&R One-on-one User Technical

Support

1 Lot

0047 PD&R Limited Market Information

Search

1 Lot

0048 Agency-wide Group Trainings 2 Each

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

TOTAL ESTIMATED PRICE FOR ESTIMATED PERIOD OF PERFORFMACE

09/29/2024-09/28/2025

CONTRACT ESTIMATED PERIOD OF PERFORMANCE 09/29/2025 – 09/28/2026

CLIN Description

Estimated

QTY UNIT UNIT PRICE

TOTAL

ESTIMATED

AMOUNT

0049 Estimated Period of Performance

09/29/2025-09/28/2026 Funding

0049AA MFH Keys located across 17 offices 59 Each

0049AB PD&R Keys located across 17 offices 11 Each

0049AC MF Key Reassignments 5 Each

0049AD PD&R Key Reassignments 5 Each

0050 MF Prepackaged Reports

0050AA MF Prepackaged Report #1 Unlimited Each

0050AB MF Prepackaged Report #2 Unlimited Each

0050AC MF Prepackaged Report #3 Unlimited Each

0051 MF Usage Report 2 Each

0052 MF Micro Data Searches Unlimited Each

0053 MF One-on-one User Technical Support 1 Lot

0054 MF Limited Market Information Search 1 Lot

0055 PD&R Prepackaged Reports

0055AA PD&R Prepackaged Report #1 Unlimited Each

0055AB PD&R Prepackaged Report #2 Unlimited Each

0055AC PD&R Prepackaged Report #3 Unlimited Each

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

PART II – CONTINUATION OF SF1449

CONTRACT CLAUSES

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

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

HUDAR clauses may be accessed electronically at http://hudatwork.hud.gov/po/arc/regs/hudar/toc.cfm

0056 PD&R Usage Reports 2 Each

0057 PD&R Micro Data Searches Unlimited Each

0058 PD&R One-on-one User Technical

Support

1 Lot

0059 PD&R Limited Market Information

Search

1 Lot

0060 Agency-wide Group Trainings 2 Each

0061 Transition Out. The transition out CLIN will only be ordered if HUD determines to not exercise the next contract period.

This will be a unilateral decision by HUD and may be ordered at any time during the contract period of performance

1 Job

TOTAL ESTIMATED PRICE FOR ESTIMATED PERIOD OF PERFORMANCE

09/29/2025 – 09/28/2026

TOTAL ESTIMATED PRICE FOR CONTRACT PERIOD OF PERFORMANCE

09/29/2021 – 09/28/2026

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

Clause Title Date

52.203-11 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE

CERTAIN FEDERAL TRANSACTIONS

SEP 2007

52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS JUN 2020

52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS DEC 2014

52.212-4 CONTRACT TERMS AND CONDITIONS-COMMERCIAL ITEMS OCT 2018

52.216-18 ORDERING AUG 2020

52.216-19 ORDER LIMITATIONS OCT 1995

52.216-22 INDEFINITE QUANTITY OCT 1995

52.232-1 PAYMENTS APR 1984

52.232-11 EXTRAS APR 1984

52.244-6 SUBCONTRACTS FOR COMMERCIAL ITEMS NOV 2020

52.246-4 INSPECTION OF SERVICES – FIXED PRICE AUG 1996

52.249-4 TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (FIXED PRICE)

(SHORT FORM)

APR 1984

52.249-8 DEFAULT (FIXED-PRICE SUPPLY AND SERVICE APR 1984

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

EXECUTIVE ORDERS -- COMMERCIAL ITEMS (JUL 2021)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (JAN 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (JUL 2018) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (AUG 2020) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (NOV 2015).

Combined Synopsis/Solicitation for Online Research Data Subscription Tool Solicitation #: 86614821Q00008

(5) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(6) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77 and 108-78 ( 19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable…

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