86615623Q00010.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

HUD-NPH

WASHINGTON DC 20410-1000

451 SEVENTH STREET SW

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

CODE 16. ADMINISTERED BYCODE

X

X

X

518210

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORHUD-NPH

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

08/04/2023 1400 ET

07/13/2023

CHE LOGAN

(No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

86615623Q00010

5. SOLICITATION NUMBER

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

1 47 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

ROOM 5256

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

WASHINGTON DC 20410-1000

ROOM 5256

451 SEVENTH STREET SW

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$40

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.

PRESERVATION AND PROTECTION (P&P)

COST ESTIMATING SERVICES

Period of Performance: 09/20/2023 to 09/19/2028

0001 Subscription Access (Base) 500 EA

Period of Performance: 09/20/2023 to 09/19/2024

0002 Training (Base) 4 EA Continued ...

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

CHE U. LOGAN

. 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: 09/20/2023 to 09/19/2024

0003 Subscription Access (Option 1) 500 EA

(Option Line Item)

Period of Performance: 09/20/2024 to 09/19/2025

0004 Training (Option 1) 4 EA

(Option Line Item)

Period of Performance: 09/20/2024 to 09/19/2025

0005 Subscription Access (Option 2) 500 EA

(Option Line Item)

Period of Performance: 09/20/2025 to 09/19/2026

0006 Training (Option 2) 4 EA

(Option Line Item)

Period of Performance: 09/20/2025 to 09/19/2026

0007 Subscription Access (Option 3) 500 EA

(Option Line Item)

Period of Performance: 09/20/2026 to 09/19/2027

0008 Training (Option 3) 4 EA

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

47 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 47

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

86615623Q00010

(Option Line Item)

Period of Performance: 09/20/2026 to 09/19/2027

0009 Subscription Access (Option 4) 500 EA

(Option Line Item)

Period of Performance: 09/20/2027 to 09/19/2028

0010 Training (Option 4) 4 EA

(Option Line Item)

Period of Performance: 09/20/2027 to 09/19/2028

0011 Transition-In Services (14-Days) (Not applicable, if Incumbent Contractor) (Base)

Period of Performance: 09/20/2023 to 09/19/2024

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

Sponsored by GSA

FAR (48 CFR) 53.110

Solicitation No.: 86615623Q00010 Preservation and Protection (P&P) Cost Estimating Services

SECTION II - CONTINUATION FROM SF 1449

2.1. Brief Description of Services: The Contractor shall provide Preservation and Protection (P&P) Cost Estimating Services to the U.S. Department of Housing and Urban Development (HUD), Office of Single Family Housing (SFH) and Office of Public and Indian Housing (PIH) located in Washington DC. The Contractor shall provide P&P cost estimating services via commercially available Federal Risk and Authorization Management Program (FedRAMP) authorized web-based Software as a Service (SaaS) subscription access service.

2.2. Acquisition Approach: This acquisition is set-aside on a total small business competitive basis. This solicitation is being accomplished under the policies and procedures of Federal Acquisition Regulation (FAR) Part 12 - Acquisition of Commercial Items, as supplemented by FAR Subpart 13.5 – Simplified Procedures for Certain Commercial Items. The selected Contractor shall fully comply with all the specifications, clauses and terms and conditions of the federal schedule, supplemental terms and conditions, and clauses specific to HUD.

2.3. Contract Type: A Firm Fixed Price (FFP) contract is anticipated.

2.4. North American Industry Classification Service (NAICS) Code and Size Standards: 518210 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services with a small business size standard of $40 million.

2.5. Product Service Codes (PSC): DA10 “IT and Telecom - Business Application: Application Development SaaS”.

2.6. Period of Performance: This requirement is for a base period of 1 year (September 20, 2023, through September 19, 2024) with four 1-year option periods. Unless the Government exercises the option Clause pursuant to FAR 52.217-9 and/or FAR 52.217-8, the resultant contract will consist only of the 1-year base period.

2.7. Schedule of Services: The Contractor shall provide the services in accordance with the Performance Work Statement (PWS), the contract Line Item Numbers (LINs), and Attachment 0002 - Price Schedule.

(a) Base Period: The base period shall consist of the following LINs and prices:

Item # Description Type Qty Unit Unit Price Net Amount 0001 Subscription Access (Base) FFP 500 Each $____ $____ 0002 Training (Base) FFP 4 Each $____ $____

Transition-In Services (14-Days) (Not applicable, if Incumbent Contractor) (Base)

FFP 1 NSP $____ $____

Base Total (09/20/2023 - 09/19/2024) $____

(b) Option Periods: The option periods shall consist of the following LINs and prices:

0003 Subscription Access (Option 1) FFP 500 Each $____ $____ 0004 Training (Option 1) FFP 4 Each $____ $____

Option 1 Total (09/20/2024 - 09/19/2025) $____

0005 Subscription Access (Option 2) FFP 500 Each $____ $____ 0006 Training (Option 2) FFP 4 Each $____ $____

Option 2 Total (09/20/2025 - 09/19/2026) $____

0007 Subscription Access (Option 3) FFP 500 Each $____ $____ 0008 Training (Option 3) FFP 4 Each $____ $____

Option 3 Total (09/20/2026 - 09/19/2027) $____

0009 Subscription Access (Option 4) FFP 500 Each $____ $____ 0010 Training (Option 4) FFP 4 Each $____ $____

Option 4 Total (09/20/2027 - 09/19/2028) $____

2.8. Summary of Base, Options, and Total Price:

Period Period of Performance Amount Base September 20, 2023 – September 19, 2024 $____

Option 1 September 20, 2024 – September 19, 2025 $____ Option 2 September 20, 2025 – September 19, 2026 $____ Option 3 September 20, 2026 – September 19, 2027 $____ Option 4 September 20, 2027 – September 19, 2028 $____

Total (Base and All Options) $____

2.9. Addendum: FAR Clause 52.212-1 Instructions to Offerors-Commercial Items and FAR Clause 52.212-4 Contract Terms and Conditions—Commercial Products and Commercial Services contain an addendum.

SECTION III – DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

3.1. PERFORMANCE WORK STATEMENT:

PRESERVATION AND PROTECTION (P&P) COST ESTIMATING SERVICES

Vision Statement Improve subscription access and accomplish HUD’s mission of improving the way HUD does business.

1 General Information

1.1 Introduction

The Department of Housing and Urban Development (HUD), Office of Single Family Housing (SFH) and Office of Public and Indian Housing (PIH) require the services of a Contractor to provide Preservation and Protection (P&P) cost estimating services via commercially available Federal Risk and Authorization Management Program (FedRAMP) authorized web-based Software as a Service (SaaS) subscription access service. The SaaS P&P cost estimating SaaS will be accessed by up to 500 approved HUD employees and its contractors. It is anticipated that SaaS is automated and has a comprehensive database where the user will be able to create and verify accurate repair cost estimates for P&P reimbursement requests for HUD-acquired properties nationwide. In addition to access for HUD approved users, the Contractor shall provide four on-line, live instructor-led systems training to new users of the application per performance period; provide technical assistance and customer support for users. The specific services to be provided by the Contractor shall include the following:

Web-based P&P applications which contains an accurate and comprehensive database;

Subscription access;

Maintenance; and Training.

1.2 Background

The Department of Housing and Urban Development (HUD) acquires single family one-to-four-unit properties from Federal Housing Administration (FHA) Servicing Lenders following foreclosure of a defaulted FHA-insured loan.

Throughout the default, foreclosure, and conveyance timeline, Lenders are required to protect and preserve the value of the insured asset, and to inspect, secure, maintain, and repair the structures, units, and other real property in accordance with specific regulations, policies, and requirements as described in the Single Family Housing Policy Handbook, HUD 4000.1, until conveyance of the property to HUD.

HUD has established Maximum Property Preservation Allowances associated with specific preservation and protection activities; however, many preservation and protection repairs and maintenance items are not specified, and reimbursement of these costs must be reviewed and evaluated by HUD for reimbursement approval. To validate bids submitted for these costs as well as to ensure consistency in the approval process, HUD requires a cost estimator application.

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 include the following: N/A

1.4 Description of Services

The Contractor shall provide HUD with an automated P&P cost estimating application via a web-based SaaS online subscription access for HUD employees and contractors. It is anticipated that this application will be utilized to create and verify cost estimates for P&P reimbursement requests.

Detailed descriptions of specific tasks are provided in Section 5 – Specific Tasks and Deliverables.

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 period of performance shall be for one base period of 12 months and four 12-month option periods.

1.7 Place of Performance

The services to be performed under this contract shall be performed at the Contractor’s facility.

1.8 Hours of Operation

The contractor shall ensure that personnel are available to provide technical assistance and customer support for users, at a minimum, Monday through Friday, 6:00 am Eastern Time to 7:00 pm Hawaii-Aleutian Time, 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 Contractor shall at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within the contract. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce is essential.

1.9 Special Qualifications

N/A

1.10 Post Award/Kickoff Conference

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

1.11 Status Meetings

The Contracting Officer, Contracting Officer 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.

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 is defined as travel within fifty (50) miles of Washington, DC. 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 14-day 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 contract Transition-In period. Transition-In is not required if the successor Contractor is the incumbent Contractor.

1.14 Transition Out

These will be no Transition Out process – this SaaS system is a subscription; therefore, when contract has ended the access to the subscription will be “turned off”.

2 Definitions and Acronyms

2.1 Definitions

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

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

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

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 a contract.

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 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 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 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.

Service Contract - A contract 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 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.

Subordinate Contracting Officer’s Representative (SCOR) - An individual designated by the Contracting Officer to assist in providing technical direction and monitoring performance under the contract.

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.

Work Week - Monday through Friday, unless specified otherwise.

2.2 Acronyms

AQL - Acceptable Quality Level

ARAMS - Automated Renewal and Amendment System

BAA - Business Area Analysis Study

CBT - Computer-Based Training

CCB - Change Control Board

CCMB - Configuration Change Management Board

CMMI - Capability Maturity Model Integration

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.)

ETC - Estimate to Completion

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

IV&V - Independent Validation and Verification

LOOCS - Line of Credit Control System

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

SaaS – Software as a Service

SCOR – Subordinate Contracting Officer’s Representative

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 contract. The Government will furnish, at no cost to the Contractor, the GFP shown below.

3.1 Government Services

N/A

3.2 Facilities

The Government will not provide facilities, except for conference rooms/areas for Contractor to provide training.

3.3 Equipment

No Government equipment will be supplied.

3.4 Materials

Copies of required materials may be provided to the Contractor in hard copy or soft copy, no later than five business days after the Post Award / Kickoff Conference. The handbook references can be found at https://www.hud.gov/program_offices/administration/hudclips/handbooks/hsgh. All materials will remain the property of the Government and will be returned to the COR upon request or at the end of the contract period.

3.5 Quality Assurance (QA)

The Government shall evaluate the Contractor's performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government 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 contract that are not listed under Government-Furnished Property and Services.

4.1 Facilities

The Contractor shall furnish all facilities necessary to perform the services stated within this PWS.

4.2 Equipment

The Contractor shall furnish all facilities necessary to perform the services stated within this PWS.

4.3 Material

The Contractor shall furnish all materials necessary to perform the services stated within this PWS.

4.4 Contractor Responsibilities

The Contractor shall only conduct business with designated Government personnel listed as points of contact (POCs).

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

U.S. Government records, copies of original results and reports, verified original data, corrected data and corrected supporting final reports which are maintained by the Contractor remain the property of the U.S. Government. These files/results must be surrendered to the COR.

https://www.hud.gov/program_offices/administration/hudclips/handbooks/hsgh

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 contract. 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 SCOR, COR 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 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 contract. The Contractor shall develop and implement procedures to identify, prevent, and ensure non reoccurrence of defective services. The Contractor's quality control program is the means by which he assures himself that his work complies with the requirements of the contract. The Contractor shall provide the associated Quality Control Plan to the Government as directed.

4.7.1 Quality Control Plan

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

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

5 Specific Tasks

5.1 Web-based Software as a Service Cost Estimator Requirements Performance Standards

a) Standard: Application should be functioning and accessible at least 24 hours a day Monday through Sunday

AQL: 100%

Deliverables A001 Subscription to a Service as a Software P&P Cost Estimating Application

5.1.1 The Contractor shall provide a web-based application which contains an accurate and comprehensive database which has the following characteristics.

Performance Standards

a) Standard: Application shall be functioning and accessible 24 hours a day Monday through Sunday

AQL: 95%

Deliverables A001 Subscription to a Software as a Service P&P Cost Estimating Application

5.1.2 1. The Service as a Software (SaaS) cost estimator application/database shall provide verifiable, consistent, supportable, and reliable localized component level pricing aligned to the 5-digit ZIP code or specific to established geographic and economic markets which is consistent with industry standards for repair, replacement, maintenance or improvement costs on residential, single family one-to-four unit properties. The final cost data calculation produced by the estimator cannot be edited by the end-user.

5.1.3 The database shall be updated at least quarterly to reflect timely and accurate local supply issues and cost factors.

The cost estimate shall not be a factor of a national average.

5.1.4 The database shall be able to accept additional data elements, materials, and work products, and the HUD Maximum Property Preservation Allowances.

5.1.5 The database shall provide the ability to input different variables, such as building square footage, room dimensions, roof slope and standardized variations in material and workmanship quality.

5.1.6 The database shall provide descriptions and details of assumed materials, removal, install pricing options, labor, and scope of work for specific cost estimating elements such as standard assemblies or labor categories.

5.1.7 The database shall be simple to access requiring minimal identifying information, steps, actions, and operations to develop a usable and repeatable estimate for common and customary activities and assemblies.

5.1.8 Cost items should be arranged in simple and logical categories and components based on industry standard trade and material divisions.

5.1.9 The database shall provide a search feature to assist in locating and selecting specific materials and activities.

5.1.10 The estimate operation shall include options, including standard elements such as taxes and overhead and profit.

5.1.11 The database shall be able to provide an automatic, unalterable graphic indication and signal to cost estimate worksheets and data when cost elements are not derived from the existing cost estimate database or when items or elements have been modified or overwritten.

5.1.12 Completed estimates shall include at a minimum, notation and recording of the following data elements:

a. FHA case number (unique identifier)

b. Name of the Requestor

c. Date of Request

d. Property Address with Zip Code

5.1.13 Each cost estimate report shall be able to be printed, saved and stored. Saved estimates shall be able to be transferred as a document or otherwise up-loaded to HUD’s Real Estate Owned (REO) System of Record, and permanently stored within each specific FHA case record.

5.1.14 The database shall maintain files of saved HUD generated estimates that can be accessed by a HUD administrator or HUD approved contractors, for review or supervisory alteration. The archive must provide data regarding individual user activity including number of estimates generated. The estimates shall be archived in a format that is retrievable, capturing data that can be utilized to provide analytical insight, such as exceptions, trends, and quality control of expenditures.

5.1.14.1 The database shall provide a user report that can be accessed by the COR for review or oversight. The report must provide real-time data for all active and inactive users on file, the first log in date and the last log-in date.

5.1.15 The cost estimating service must be currently available to and utilized by the Mortgage, Insurance, Construction, and Preservation and Protection industries to produce and validate repair, maintenance, renovation, and construction items or preservation and protection services, for single family one-to-four-unit housing throughout the United States, Puerto Rico, and the U.S. Protectorates.

5.1.16 Estimates derived by these employees or contractors shall be the property of HUD, to be utilized or published by HUD, and may be recorded into various HUD databases.

5.1.17 Database access shall be secure, private, and accessible through controls such as username and passwords.

5.2 Subscription Access

Performance Standards

a) Standard: Access and setup of the subscription to the Service as a Software Cost Estimating application should take place within 24 hours of contract award and/or effective date.

AQL: 100%

Deliverables A002 Subscription

5.2.1 Customize, set-up and access the Cost Estimating application to meet customer requirement.

Performance Standards

a) Standard: Access and setup of SaaS should take place within 5 working days of award. Training as needed

AQL: 100%

Deliverables A002 Subscription

5.2.1.1 The Contractor shall provide unlimited, real-time access for up to 500 HUD employees and HUD contractors.

Users will be identified, approved, and submitted by HUD.

5.2.1.2 The Contractor shall directly provide security access assistance for all approved users through customer services such as password reset options and user de-activation requests from HUD.

Deliverables A002 Subscription

5.2.1.2 Database access shall be secure, private, and accessible through controls such as usernames and passwords.

A002 Subscription

5.3 Maintenance

Performance Standards

a) Standard: Help Desk staff is available 24 hours a day 7 days a week

AQL: 95%

Deliverables A003 Maintenance

5.3.1 The contractor shall provide all start up and maintenance services required to initiate and operate the service within 24 hours of contract award. The contractor shall provide all labor and materials necessary to provide technical assistance and customer support for users, at a minimum, Monday through Friday, 6:00 am Eastern Time to 7:00 pm Hawaii- Aleutian Time.

Performance Standards

a) Standard: Help Desk staff is available 24 hours a day 7 days a week

AQL: 95%

A003 Maintenance

5.4 Training

Performance Standards

a) Standard: The contractor shall provide 4 (four) on-line, live, instructor-led systems training per period of performance to instruct, educate, and assist HUD employees and contractors on utilization and operation of the cost estimating application and its reporting functions.

AQL: After initial contract award, quarterly trainings, and/or as needed.

Deliverables A004 Training

5.4.1 The contractor shall provide the initial training instruction within four days of contract award. The Contractor shall provide 4 (four) on-line, live, instructor-led systems training per period of performance to instruct, educate, and assist HUD employees and contractors on utilization and operation of the cost estimating application and its reporting functions.

Performance Standards

a) Standard: Training shall be provided after initial contract award and then quarterly and/or as needed.

AQL: 100%

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.

Number Name Frequency Quantity A001 Subscription to a Service as a Software

P&P Cost Estimating Application.

500 users Daily

A002 Subscription At contract award, quarterly and/or as needed.

Access to subscription within 24 hours of contract award.

A003 Maintenance Help Desk staff is available 24 hours a day 7 days a week.

Monday through Friday, 6:00am Eastern Time to 7:00pm Hawaii- Aleutian Time

A004 Training After initial contract award, and then quarterly and/or as needed.

6.1 Quality Control Plan

The Contractor's QCP shall be delivered to the COR within 30 days after contract award (or with the Contractor's proposal if it is an evaluation factor). The QCP shall be submitted to the COR within (10 business days when changes are made thereafter. After acceptance of the QCP, the Contractor shall receive the Contracting Officer's acceptance in writing of any proposed change to its quality control system.

6.2 Acceptance Criteria

Acceptance of all deliverables shall be submitted in a draft format agreed upon by the Contractor and the Government.

7 Performance Requirements Summary

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

HUD will develop a Quality Assurance Surveillance Plan to be used to provide contract oversight. In conjunction with the Contractor's Quality Control Plan and various other methods of assessing performance, the COR and SCOR 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 contract. On a monthly basis, the COR will evaluate the quality of the product or services.

Performance Requirement Summary (PRS)

Statements Standards/AQLs

5.1 Web-based Software as a Service cost

estimator requirements

a) Software application should be functioning and accessible at least 24 hours a day, Monday through Sunday AQL: 100%

5.1.1 The Contractor shall provide a web-based

software application which contains an accurate and comprehensive database which has the following characteristics.

a) Software application shall be functioning and accessible 24 hours a day Monday through Sunday

AQL: 95%

5.2 Subscription Access a) Access and setup of SaaS cost estimating should take place within 24 hours of award and or effective date. Training provided as needed and or quarterly.

AQL: 100%

5.2.1 Customize, set-up and access to the SaaS cost

estimating application to meet customer requirement.

a) Access and setup of SST should take place within 5 working days of award. Training as needed

AQL: 100%

5.3 Maintenance a) Help Desk staff is available 24 hours a

day 7 days a week

AQL: 95%

5.3.1 The contractor shall provide all start up and

maintenance services required to initiate and operate the service within 24 hours of contract award. The contractor shall provide all labor and materials necessary to provide technical assistance and customer support for users, at a minimum, Monday through Friday, 6:00 am Eastern time to 7:00 pm Hawaii-Aleutian Time.

a) Help Desk staff is available 24 hours a day 7 days a week

AQL: 95%

5.4 Training a) The contractor shall provide 4 (four) online, live, instructor-led systems training per period of performance to instruct, educate, and assist HUD employees and contractors on utilization and operation of the cost estimating software application and its reporting functions.

AQL: quarterly trainings

5.4.1 The contractor shall provide the initial

training instruction within four days of contract award. The contractor shall provide4 (four) on-line, live, instructor-led systems training per period of performance to instruct, educate, and assist HUD employees and contractors on utilization and operation of the cost estimating software application and its reporting functions.

a) Training shall be provided after initial award and/or effective date then quarterly or as needed.

AQL: 100%

8 Related Documents

The Contractor shall abide by all applicable regulations, publications, manuals, policies, and procedures.

SECTION IV – SOLICITATION CLAUSES

4.1. FAR Clauses – Incorporated by Reference

FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es): https://www.acquisition.gov/far and http://www.hud.gov/offices/cpo/hudar.cfm

(End of Clause)

Clauses Title Date

FAR 52.202-1 Definitions Jun 2020

FAR 52.203-3 Gratuities Apr 1984

FAR 52.203-12 Limitation on Payments to Influence Certain Federal Transactions

Jun 2020

FAR 52.203-17 Contractor Employee Whistleblower Rights and Requirement to Inform Employees of Whistleblower Rights

Jun 2020

FAR 52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper

May 2011

FAR 52.204-13 System for Award Management Maintenance Oct 2018

FAR 52.204-18 Commercial and Government Entity Code Maintenance Aug 2020

FAR 52.204-19 Incorporated by Reference of Representations and Certifications

Dec 2014

FAR 52.204-21 Basic Safeguarding of Covered Contractor Information Systems

Nov 2021

FAR 52.204-25 Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment

Nov 2021

FAR 52.209-2 Prohibition on Contracting with Inverted Domestic Corporations -Representation

Nov 2015

FAR 52.209-10 Prohibition on Contracting with Inverted Domestic Corporations

Nov 2015

FAR 52.212-4 Contract Terms and Conditions—Commercial Products and Commercial Services

Dec 2022

FAR 52.224-1 Privacy Act Notification Apr 1984

FAR 52.224-2 Privacy Act Apr 1984

FAR 52.224-3 Privacy Training Jan 2017

FAR 52.227-14 Rights in Data-General May 2014

FAR 52.232-39 Unenforceability of Unauthorized Obligations Jun 2013

FAR 52.232-40 Providing Accelerated Payments to Small Business Subcontractors

Nov 2021

FAR 52.237-3 Continuity of Services Jan 1991

FAR 52.242-13 Bankruptcy Jul 1995

FAR 52.242-15 Stop Work Order Aug 1989

FAR 52.242-17 Government Delay of Work APR 1984

FAR 52.246-4 Inspection of Services Fixed Price Aug 1996 https://www.acquisition.gov/far http://www.hud.gov/offices/cpo/hudar.cfm

4.2. Addendum to FAR 52.212-4 Contract Terms and Conditions—Commercial Products and Commercial Services

(a) Section 508 Compliance Statement

All Electronic and Information Technology (EIT) procured through this Performance Work Statement / Bill of Materials and any resulting contract, contract, delivery order, or purchaser order must meet the applicable accessibility standards at 36 CFR §1194, U.S. Architectural and Transportation Barriers Compliance Board (Access Board) under the authority of Section 508 of the Rehabilitation Act Amendment of 1998.36 CFR 1194, unless an agency exception to this requirement exists. 36 CFR §1194, U.S. Architectural and Transportation Barriers Compliance Board (Access Board) is viewable at http://www.section508.gov. The Contractor shall indicate for each line item in the schedule whether each product or service is compliant or noncompliant with the accessibility standards at 36 CFR §1194. Further, the proposal must indicate where full details of compliance can be found (e.g., vendor’s website or other exact location).

Authorized Individuals Company's Place of Performance

(b) Data Rights

The government has unlimited rights to all documents/material produced under this contract to the extent permitted by the data rights clauses. The parties mutually acknowledge their understanding that this is the government’s intent. All data collected in the system is the property of the government. All documents and materials produced under this contract shall be government owned and are the property of the government with all rights and privileges of ownership/copyright belonging exclusively to the government. These documents and materials may not be used or sold by the Contractor without written permission from the contracting officer. All materials supplied to the government will be the sole property of the government and may not be used for any other purpose. The government will maintain the right to request full copies in a format that is readily accessible through predominant industry and/or open data formats to which federal agencies agree at any time. This right does not abrogate any other government rights.

4.3. FAR Clauses – Incorporated by Full Text

FAR 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders—Commercial Products and Commercial Services (June 2023)

(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 products and commercial services:

(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 (NOV 2021) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

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

(5) 52.232-40, Providing Accelerated Payments to Small Business Subcontractors (MAR 2023) ( 31 U.S.C.

3903 and 10 U.S.C. 3801).

(6) 52.233-3, Protest After Award (AUG 1996) ( 31 U.S.C. 3553).

(7) 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)).

http://www.section508.gov/ https://www.acquisition.gov/far/52.203-19#FAR_52_203_19 https://www.acquisition.gov/far/52.204-23#FAR_52_204_23 https://www.acquisition.gov/far/52.204-25#FAR_52_204_25 https://www.acquisition.gov/far/52.209-10#FAR_52_209_10 https://www.acquisition.gov/far/52.232-40#FAR_52_232_40 https://www.govinfo.gov/link/uscode/31/3903 https://www.govinfo.gov/link/uscode/31/3903 https://www.govinfo.gov/link/uscode/10/3801 https://www.acquisition.gov/far/52.233-3#FAR_52_233_3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.233-4#FAR_52_233_4 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3

(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 to acquisitions of commercial products and commercial services:

[Contracting Officer check as appropriate.] X (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (JUN 2020), with Alternate I (NOV

2021) ( 41 U.S.C. 4704 and 10 U.S.C. 4655).

X (2) 52.203-13, Contractor Code of Business Ethics and Conduct (NOV 2021) ( 41 U.S.C. 3509)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (JUN

2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

X (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (JUN 2020) (Pub. L. 109-

282) ( 31 U.S.C. 6101 note).

__ (5) [Reserved].

X (6) 52.204-14, Service Contract Reporting Requirements (OCT 2016) (Pub. L. 111-117, section 743 of Div. C).

__ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (OCT 2016) (Pub.

L. 111-117, section 743 of Div. C).

__ (8) 52.204-27, Prohibition on a ByteDance Covered Application (JUN 2023) (Section 102 of Division R of

Pub. L. 117-328).

X (9) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (NOV 2021) ( 31 U.S.C. 6101 note).

X (10) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (OCT

2018) ( 41 U.S.C. 2313).

__ (11) [Reserved].

__ (12) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (OCT 2022) ( 15 U.S.C. 657a).

__ (13) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (OCT 2022) (if the offeror elects to waive the preference, it shall so indicate in its offer) ( 15 U.S.C. 657a).

__ (14) [Reserved] X (15) (i) 52.219-6, Notice of Total Small Business Set-Aside (NOV 2020) ( 15 U.S.C. 644).

__ (ii) Alternate I (MAR 2020) of 52.219-6.

__ (16) (i) 52.219-7, Notice of Partial Small Business Set-Aside (NOV 2020) ( 15 U.S.C. 644).

__ (ii) Alternate I (MAR 2020) of 52.219-7.

X (17) 52.219-8, Utilization of Small Business Concerns (OCT 2022) ( 15 U.S.C. 637(d)(2) and (3)).

__ (18) (i) 52.219-9, Small Business Subcontracting Plan (OCT 2022) ( 15 U.S.C. 637(d)(4)).

__ (ii)…