Attachment 1 Performance Work Statement Rev 1.docx

Performance Work Statement (PWS) Special Studies, Reporting, and Business Services Support Blank Purchase Agreement (BPA)

Attachment 1

Vision Statement

Improve the acquisition of contractor services for Special Studies and the provision of Business Support Services to meet mission needs.

1 General Information

1.1 Introduction

The U.S. Department of Housing and Urban Development (the Department) requires contractor services to provide Special Studies and Business Support.

1.2 Background

The U.S. Department of Housing and Urban Development (HUD), located in Washington D.C., holds the mission of creating strong, sustainable, inclusive communities and quality affordable homes for all. The mission of HUD entails working to strengthen the housing market to bolster the economy and protect consumers; meet the need for quality affordable rental homes; utilize housing as a platform for improving quality of life; build inclusive and sustainable communities free from discrimination; and transform the way HUD does business. To accomplish this mission, HUD has a requirement for the conduct of Special Studies and Business Support services to accomplish HUD’s mission.

1.3 Constraints

The services identified in this PWS will adhere to the rules, regulations, laws, standards, and conventions identified by HUD as well as within the Federal Government. Constraints will be identified at the time of BPA Call award.

1.4 Description of Services

HUD requires contractor support to provide a variety of support services for program offices throughout the Department. Task areas include the following:

· Task Area 4.1: Special Studies, Reporting, Research and Program Evaluations

· Task Area 4.2: Business Support Services

Detailed descriptions of tasks areas are provided in PWS Section 5 - Specific Tasks.

1.5 Non-Personal Services

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

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

1.6 Period of Performance

The BPA period of performance is for a five-year period. BPA Call period of performance to be identified at the time of BPA Call award.

1.7 Place of Performance

Place of performance will be identified at the time of BPA Call award.

1.8 Hours of Operation

The Contractor is responsible for providing services during the hours of operation identified within each BPA Call issued, except for Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closing, or similar Government directed facility closings. The Government reserves the right to change hours of operation or restrict contractor access. Government agencies will not be available during scheduled holidays, inclement weather, weekends, and after duty hours.

The Contractor shall maintain an adequate workforce for the uninterrupted performance of all tasks defined within the agreement 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.

1.9 Special Qualifications

Identified for each sample BPA Call

1.10 Post Award/Kickoff Conference

The Contractor shall attend any post award conference convened by the contracting activity or agreement administration office in accordance with FAR Subpart 42.5. The Government intends to convene a Post Award Conference with the Contractor within ten business days after agreement award. The Contracting Officer will notify the Contractor of the specific date, location, and agenda within five business days after agreement award.

1.11 Status Meetings

The Contracting Officer, Contracting Officer’s Representative (COR) and other Government personnel, as appropriate may meet periodically with the Contractor to also review Contractor performance, requirement status, etc. At these meetings, the Contracting Officer will apprise the Contractor of how the Government views the Contractor's performance or progress of the requirement. The Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government. Post Award Conference and subsequent meetings may be held via teleconference at the Contracting Officer's discretion.

1.12 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. Local travel will be defined at the time of BPA Call award. All other travel will be reimbursed on a cost reimbursable basis; no profit or fee will be paid.

1.13 Transition In

The Contractor shall, upon the Contracting Officer's written notice, furnish Transition-In services as required. As a successor, the Contractor shall have sufficient personnel on board during the Transition-In period to ensure a smooth transition with the incumbent Contractor. The Contractor shall provide an orderly transition of work acceptance and accomplishment such that any impact to the program is minimized. During the Transition-In period, the Contractor shall become familiar with the requirements in order to commence full performance of services by the end of the agreement Transition-In period. Transition-In is not required if the successor Contractor is the incumbent Contractor.

1.14 Transition Out

To minimize any decrease in productivity and to prevent possible negative impacts on additional services, the Contractor shall have sufficient personnel on board during the Transition-Out period. The incumbent Contractor shall ensure a smooth transition with the successor Contractor during the Transition-Out period, prior to completion of contractual performance. The incumbent Contractor shall aid the successor in the development of plans, procedures, and methods for the assumption of all on going work. The Contractor shall provide an orderly transition of work acceptance and accomplishment, such that full control by the successor Contractor is achieved by the end of the Transition-Out period.

2 Definitions and Acronyms

Additional Definitions and Acronyms will be identified in the BPA Call.

2.1 Definitions

Business/Workdays - Every official workday of the week which are days between and including Monday to Friday. This does not include public holidays and weekends.

Calendar Day - Any day of the week.

Contractor - A supplier or vendor awarded a contract or agreement to provide specific supplies or service to the Government. The term used in this agreement 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 agreement administration activities in regard to technical issues. This individual has authority to provide technical direction to the Contractor as long as direction is within the scope of the agreement, does not constitute a change and has no funding implications. This individual does NOT have authority to change the terms and conditions of the agreement.

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 means property in the possession of, or directly acquired by, the Government and subsequently furnished to the Contractor for performance of an agreement. Government-furnished property includes, but is not limited to, spares and property furnished for repair, 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 agreement.

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

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

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.

Physical Security - Actions that prevent the loss or damage of Government property.

Quality Assurance (QA) - Policies and procedures adopted by the Government to ensure that supplies and services acquired under Government agreements conform to the agreement’s 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 agreement.

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

Service Contract – An agreement that directly engages the time and effort of a Contractor whose primary purpose is to perform an identifiable task rather than to furnish an end item of supply.

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 agreement or a subcontract entered into in connection with such prime agreement, 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 agreement with a subcontractor.

Work Week - Monday through Friday, unless specified otherwise.

2.2 Acronyms

AQL - Acceptable Quality Level CFO or OCFO - Office of the Chief Financial Officer of HUD CFR - Code of Federal Regulations CIO or OCIO - Office of the Chief Information Officer of HUD CO - Contracting Officer COR - Contracting Officer's Representative CPO - Office of the Chief Procurement Officer of HUD EST - Eastern Standard Time (U.S.)

GAO - U.S. General Accounting Office HUD - U.S. Department of Housing and Urban Development HUDAR - HUD Acquisition Regulation HUD/ISG - Internet Services Group within the Telecom Processing Division HUD Web - HUDs Intranet Web Site and related WEB pages.

IG or OIG - Inspector General (Office of) IT - Information Technology OCPO - Office of the Chief Procurement Officer OIG - Office of Inspector General OMB - Office of Management and Budget PL Public Law PM - Project Manager POC - Point of Contact PPM - Project Planning and Management QA - Quality Assurance QASP - Quality Assurance Surveillance Plan QCP - Quality Control Plan SF - Standard Form TBD - To be determined U.S.C - United States Code

3 Government-Furnished Property and Services

The Contractor shall ensure accurate control and accountability of all Government-Furnished Property in accordance with the terms and conditions of this agreement. The Government will furnish, at no cost to the Contractor, the GFP shown below.

3.1 Government Services

To be identified at the time of BPA Call award.

3.2 Facilities

To be identified at the time of BPA Call award.

3.3 Equipment

To be identified at the time of BPA Call award.

3.4 Materials

To be identified at the time of BPA Call award. Copies of required materials may be provided to the Contractor in hard copy or soft copy. All materials will remain the property of the Government and will be returned to the COR upon request or at the end of the agreement period.

3.5 Quality Assurance (QA)

The Government shall evaluate the Contractor's performance under this agreement in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable quality level.

4 Contractor-Furnished Items and Services

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

4.1 Facilities

To be identified at the time of BPA Call award.

4.2 Equipment

To be identified at the time of BPA Call award.

4.3 Material

To be identified at the time of BPA Call award.

4.4 Contractor Responsibilities

The Contractor shall only conduct business with designated Government personnel listed as points of contact (POCs). Names of authorized personnel shall be provided to the Contractor by the Government, in writing, and updated as necessary throughout the agreement period. U.S. Government records, copies of original results and reports, verified original data, corrected data, and corrected supporting final reports which are maintained by the Contractor remain the property of the U.S. Government. These files/results must be surrendered to the COR.

4.5 Contractor Personnel

The Contractor shall provide a Contract/Project Manager who shall be responsible for the performance of work. An alternate shall also be designated to act in the absence of the Contract/Project Manager. These Contractor personnel (main point of contact and alternate point of contact) are considered Key Personnel by the Government and shall be listed as such in accordance with HUDAR 2452.237-70, "Key Personnel.

The Contract/Project Manager and alternate shall have full authority to act on all contact matters relating to daily operations of this agreement. Accordingly, at a minimum, the points of contact shall have the technical knowledge of the requirement and be in the position to actually receive assignment, guidance, and direction from the COR, PM, and CO per HUDAR 2452.237-73, "Conduct of Work and Technical Guidance" and shall be allocated enough hours to the requirement to ensure successful performance.

These points of points of contact shall each be an employee of the Contractor. An employee of a subcontractor is not acceptable for either of these positions. The Contract/Project Manager or alternate shall be available between the hours of 8:00am to 4:30pm Monday through Friday EST, except Federal Holidays or when the Government facility is closed for administrative reasons.

4.6 Identification of Contractor Employees

All Contractor/subcontractor personnel shall wear company picture identification badges as to distinguish themselves from Government employees. When conversing with Government personnel during business meetings, over the telephone, or via electronic mail, Contractor/subcontractor personnel shall identify themselves as such to avoid situations arising where sensitive topics might be better discussed solely between Government employees.

Contractors/subcontractors shall identify themselves on any attendance sheet or any coordination documents they may review. Electronic mail signature blocks shall identify their company affiliation. Where practicable, Contractor/subcontractors occupying collocated space with their Government program customer shall identify their workspace area with their name and company affiliation, or at a minimum, "Contractor" after name.

4.7 Quality Control

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

4.7.1 Quality Control Plan

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

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

5 Specific Tasks

5.1 Program and Project Management Support Services

The Contractor shall provide program and project management support. Activities may include, but are not limited to: project planning, status reviews, and various meeting attendance.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.1.1 Program and Project Management Planning

No later than 10 days after the BPA Call post award kick-off meeting, unless otherwise stated in the BPA Call, the Contractor shall provide a narrative Project Plan which shall include a Microsoft Project file (mpp) to the COR and HUD Program/Project Manager (PM). The Microsoft Project file (mpp) shall include a work breakdown structure (WBS) in the GANTT Chart view. Resources shall be identified and assigned to each task in the WBS. The file shall be updated when changes are made to the WBS and the Microsoft Project file. The updated file shall be provided upon COR and HUD PM request.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.1.2 Project Status Meetings

The Contractor shall convene status meetings and provide to the COR and HUD PM meeting minutes of the activity. The purpose of these meetings is to:

· ensure all stakeholders are informed of the project activity,

· review status reports,

· provide opportunities to identify other activities, establish priorities, and

· coordinate resolution of identified problems or opportunities.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.2 TASK AREA 1: Special Studies, Reporting, Research and Program Evaluations

5.2.1 Economic and Financial Reporting

The Contractor shall provide economic and financial reporting support. Assignments will cover a broad range of economic and finance topics related to HUD’s mission and the effects of specific programs and policies. Services shall include, but are not limited to, research support which may take many forms ranging from primary research on the qualitative and/or quantitative impacts of a proposed program or market innovation to constructive reviews of the housing finance and economics research agenda by leading experts in the field. Likely areas of interest may involve, but are not limited to:

· housing finance issues related to single and multifamily housing markets,

· primary and secondary market lending issues focusing on analytical and operational issues related to subprime, minority, low-income lending, and reverse mortgages,

· the Federal Home Loan Bank system, to include:

· underwriting,

· credit scoring,

· appraisal,

· insurance premiums,

· loan limits, servicing,

· loan default and pre-payment,

· loss mitigation,

· asset and property disposition,

· actuarial analyses,

· risk based pricing, and

· risk sharing.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.2.2 Home Mortgage Disclosure Act Analysis

The Contractor shall perform analysis of Home Mortgage Disclosure Act (HMDA) data to:

· identify the roles of various market participants,

· examine lending patterns to underserved areas and borrowers,

· support the recalibration of the FHA’s Mortgage Scorecard,

· identify the characteristics of FHA borrowers versus other borrowers in the primary market,

· study the determinants of mortgage default behavior, focusing on separating individual effects from neighborhood and economic effects,

· develop models for predicting appraised values on FHA properties, and

· develop interest rate projection models used in pricing adjustable rate mortgages and mortgage-related securities.

HMDA reporting has applicability to all HUD mortgaged transactions based on numbers of closed end and open-end mortgages established in each period under "Regulation-C. Home Mortgage Disclosure Act (Regulation C) | Consumer Financial Protection Bureau (consumerfinance.gov).

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.2.3 Property/Asset Management Analysis and Reporting

The Contractor shall provide property and asset management analysis and reporting support. Support shall include conducting studies, but not limited to, analysis of:

· occupancy and unit turnaround,

· maintenance and modernization,

· inspections

· capital planning,

· financial management,

· procurement support,

· resident services,

· tenant file management.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.2.4 Data Analysis and Reporting

The Contractor shall provide data analysis of existing, future, and promising trends within HUD and other federal agencies. This task may include analysis of existing data, and the systems\applications which already contain them. Services include, but are not limited to, supporting HUD with:

· managing the two-year process of conducting a full review and update of the data standards;

· managing minor interim changes of the data standards during the year as needed;

· coordinating federal partner agency approval of changes;

· updating the online interactive data standards tool and materials;

· providing training and technical services to ensure communities and stakeholders understand the Data and Technical Standards;

· responding to help desk inquiries when communities need clarification and support;

· documenting business system requirements for HUD systems,

· conducting usability testing,

· regulatory and policy analysis and development, making recommendations, and

· communicating with and assisting HUD customers, including responding to complex inquiries, developing customer feedback instruments, and collecting and analyzing and reporting feedback.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.2.5 Special Studies Support

5.2.5 Special Studies and Evaluation Research Support

The services under this task include research in support of policy analysis and program evaluations, data collection and analysis, performance measurement, technical assistance, and support services which may be necessary to complete a special study or evaluation. An individual BPA Call may require services in only one of these activities or a combination of them.

The Contractor shall furnish all of the necessary personnel, materials, services, and facilities incident to the performance of the work as stated in each individual BPA Call that may be issued under this agreement. Services may include, but are not limited to:

· development of research methodologies at the conceptual and applied levels,

· developing and simulating economic models,

· collection and purchase of data from primary and secondary sources,

· statistical analysis of data sets ranging in sophistication from simple cross-tabulations to multi-variate techniques, evaluation,

· synthesis of research results at both the technical and policy relevant levels, literature reviews, supporting HUD at conferences (e.g. creating brochures, presenting results of studies),

· clerical and editorial functions associated with report writing and preparation, and

· conducting Determinants of First-Time Homeownership studies to identify the elements of home ownership. Topics may include, but are not limited to:

· study of the determinants of first-time homeownership, policies for reducing racial and income gaps in homeownership rates, the changing role in mortgage markets of major institutions such as FHA, Fannie Mae, Freddie Mac, and depository institutions,

· study of new types of mortgage instruments,

· development of models for determining the lower-income portion of the primary mortgage market,

· studies supporting the Department's regulation of Fannie Mae and Freddie Mac,

· study of house price appreciation rates in different types of markets, and

· analysis of the magnitude and geographic variation in mortgage closing costs, measuring shortages in the housing stock.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.2.6 Recovery Activities Analysis

The Contractor shall conduct studies and analyses related to recovery activities to improve the overall performance of HUD programs. Tasks may include, but are not limited to:

· analyzing property management activities,

· developing a recovery action plan,

· supporting implementation of the recovery action plan,

· monitoring property management finances,

· supporting property watchlist activities, and

· providing property risk ratings.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.2.7 National Homeless Management Information Systems (HMIS) Data Lab

The Contractor shall support the National Homeless Management Information Systems (HMIS) Data Lab. The Data Lab provides HUD, federal partners, and HMIS software vendors with test kits, support materials, and technical assistance to implement required software changes for data collection and reporting purposes. Tasks may include, but are not limited to:

· evaluating data and research issues,

· tracking Annual Performance reporting requirements and project objectives, and

· organizing a system to track and follow up cases of Slow Spender grantees by developing data collections, as well as reporting and database collection and database recommendations.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.2.8 Program Evaluation and Cost Benefit Analysis

The Contractor shall:

· Develop research design(s) to cost-effectively carry out program evaluations and research

· Conduct (research) literature reviews

· Design, carry out, and report on rapid evaluation studies in housing, community development, and other topics relevant to HUDs mission and programs.

· Design and execute rigorous evaluations of new programs and demonstrations relevant to HUDs mission.

· At the direction of HUD, organize convenings of experts on research topics and prepare summary reports.

· Quick turn-around: Review agreement research products (e.g., research designs, survey instruments, interim and final reports, etc.) developed by PD&R and its research contractors and grantees, and provide critical commentary and suggestions for improvement of interim and final research products as well as scientific approaches to answering research questions.

· Design and implement quantitative and qualitative data collection and analysis in support of program evaluations and research.

· Conduct cost benefit analyses, cost studies, and feasibility analyses as directed.

· Conduct matching and analysis of HUD administrative data with national surveys, state and local data, and/ or other Federal agency data for the purposes of reporting and research

· Manage and store completed study data for future use

· The final decision or determination will be made by a HUD employee. The contractor employee is only allowed to make recommendations to a HUD employee.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.2.9 Housing Technology and Building Sciences

The Contractor shall:

· Develop research design(s) to cost-effectively carry out research and evaluation of building systems to include analyses of energy efficient, green building practices, resilience in housing design and emerging technology.

· Design, implement, and report out findings from rapid evaluations of the costs of housing construction and impacts on the supply and quality of affordable housing, and other topics relevant to HUDs mission and programs designed to preserve or expand the supply of affordable housing.

· Design and execute studies on emerging innovative building technologies and affordable design strategies, including those that address universal or accessible design in compliance with ADA standards and Fair Housing laws.

· Develop and implement research designs that address the physical or capital needs of HUD public and assisted housing stock that enhance the function or performance of buildings.

· Develop and implement research designs that address improving capacity around comprehensive or Master planning, including HUDs Consolidated Planning efforts.

· At the direction of HUD, organize convenings of experts on research topics related to HUD policy priorities and prepare summary reports.

· Quick turn-around reviews of research products (e.g., research designs, survey instruments, interim and final reports, etc.) developed by PD&R and its contractors/grantees and provide critical commentary and suggestions for improvement.

· Recommended efforts to include improved strategies for compiling and analyzing data on energy and utilities, capital or physical needs, and other related matters.

· Conduct cost-benefit analyses or feasibility studies as directed with a focus on housing technology, energy, affordable housing construction, and retrofitting efforts in the affordable housing stock.

· Develop and conduct studies to identify effective or promising disaster resilience and mitigation efforts.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.3 TASK AREA 2: Business Services – **This is set aside for small business participation only**

5.3.1 Advertising and Public Relations Support

The Contractor shall provide advertising and public relations support for HUD programs. The services provided shall promote public awareness of the agency's mission and initiatives, enable public understanding of complex technical and social issues, disseminate information to industry and consumer advocacy groups, and engage in recruitment campaigns. Services include, but are not limited to the following components:

· recommendations of media sources for placement of campaigns,

· advertising objective determination,

· message decision / creation, media selection,

· outdoor marketing and media services,

· broadcast media (radio, TV, internet, and public service announcements),

· direct mail services, media planning,

· media placement services, advertising evaluation, and related activities to advertising services,

· customized media and public relation services such as the development of media messages and strategies,

· preparing media materials such as: background materials, press releases, speeches and presentations and press kits,

· executing media programs,

· advising how to conduct press conferences, and

· advising on the scheduling of broadcast and/or print interviews, media alerts.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.3.2 Marketing Consulting

The Contractor shall provide marketing consulting services. Tasks may include, but are not limited to:

· providing operating advice and assistance on marketing issues, such as developing marketing objectives and policies, sales forecasting, marketing planning and strategy, and development of multi-media campaigns,

· aiding with challenges, contests, and competitions, such as providing marketing and advertising support, assistance with conducting the challenge / contest / competition, facilitating events, and supporting the judging of events. The challenge / contest / competition may be to identify a solution to a problem or to accomplish a goal.

· market research and public opinion services such as, but not limited to:

· customizing strategic marketing plans,

· branding initiatives,

· creating public awareness of products, services, and issues,

· targeting market identification and analysis,

· establishing measurable marketing objectives,

· determining market trends and conditions,

· identifying and implementing appropriate strategies,

· conducting focus groups,

· telemarketing,

· individual interviews,

· producing infographics and briefs that synthesize research findings,

· preparing/distributing surveys, and

· compiling/analyzing results.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.3.3 Web-Based Marketing Services

The Contractor shall provide web-based marketing services to include, but shall not be limited to, writing, modifying, testing, and supporting software to meet the needs of a customer. This may include:

· website design and maintenance services,

· search engine development,

· email marketing,

· interactive marketing,

· web based advertising (including marketing and social media outlets),

· webcasting,

· video conferencing via the web, and

· Section 508 compliance, including captioning services and online media management.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.3.4 Editorial Publishing, and Library Media Services

The Contractor shall provide editorial, publishing, and library media services which shall include, but are not limited to:

· recommendation of professional support services in the publishing of print and electronically published media and communication documents, books, research studies, and general manuscript preparation but excluding any advertising, marketing, or public relations materials,

· document editing or proofreading,

· typing, word processing, or desktop publishing, and

· specialized transcription services for medical billing, medical coding, medical transcription, and voice recognition/transcription.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

5.3.5 Graphic Design Services

The Contractor shall provide graphic design services which include, but not limited to:

· planning, designing, and managing the production of visual communication to convey specific messages or concepts,

· clarifying complex information, or project visual identities, and

· designing printed materials, packaging, advertising, signage systems, and corporate identification (logos). This may include commercial artists engaged exclusively in generating drawings and illustrations requiring technical accuracy or interpretation.

Performance Standards

a) Standard: TBD determined at the BPA Call level AQL: TBD determined at the BPA Call level

6 Deliverables

The Contractor shall complete all work and submit all deliverables as specified herein. The Government reserves the right to make changes to delivery dates. Deliverables to be identified at the time of BPA Call award.

6.1 Quality Control Plan

The Contractor's QCP shall be delivered to the COR within thirty (30) days after agreement award (or with the Contractor's proposal if it is an evaluation factor). The QCP shall be submitted to the COR within five (5) business days when changes are made thereafter.

6.2 Acceptance Criteria

Acceptance criteria will be identified upon BPA Call award.

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

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

Regular review of Contractor performance is critical to the overall success of the agreement. On a monthly basis, the COR will evaluate the quality of the product or services.

8 Related Documents

The Contractor shall abide by all applicable regulations, publications, manuals, policies, and procedures in the performance of this agreement.

Performance Requirement Summary (PRS)