SFHandbookImplePWSdraftOct12.doc

Performance Work Statement (PWS)

Single Family Housing (SFH) Handbook Support Services

10/12/2017

Version 1.0

4Vision Statement

1 General Information

1.1 Introduction

1.2 Background

1.3 Constraints

1.4 Description of Services

1.5 Non-Personal Services

1.6 Period of Performance

1.7 Place of Performance

1.8 Hours of Operation

1.9 Special Qualifications

1.10 Post Award/Kickoff Conference

1.11 Status Meetings

1.12 Contractor Travel

1.13 Transition In

1.14 Transition Out

2 Definitions and Acronyms

2.1 Definitions

2.2 Acronyms

3 Government-Furnished Property and Services

3.1 Government Services

3.2 Facilities

3.3 Equipment

3.4 Materials

3.5 Quality Assurance (QA)

4 Contractor-Furnished Items and Services

4.1 Facilities

4.2 Equipment

4.3 Material

4.4 Contractor Responsibilities

4.5 Contractor Personnel

4.6 Identification of Contractor Employees

4.7 Quality Control

4.7.1 Quality Control Plan

5 Specific Tasks

5.1 SFH Policy Handbook Development.

5.2 Website Assessment.

5.3 Policy BPA Maintenance and Support.

5.4 Project Management Support.

6 Deliverables

6.1 Quality Control Plan

6.2 Acceptance Criteria

7 Performance Requirements Summary 8 Related Documents

Performance Work Statement (PWS) Single Family Housing (SFH) Handbook Support Services Vision Statement

The Office of Single Family Housing needs the services of a Contractor to provide SFH Policy Handbook development, communications support, policy business process automation and project management.

1 General Information

1.1 Introduction

The Department of Housing and Urban Development (HUD), Office of Single Family Housing (SFH) is seeking a Contractor to provide handbook support services for presenting Federal Housing Administration (FHA) policies. Services include providing writing and editorial support for the SFH policy handbook development, policy business process automation maintenance, website assessment, and project management.

1.2 Background

The Department of Housing and Urban Development, Federal Housing Administration, creates affordable homeownership opportunities through FHA-inspired mortgages offered by FHA-approved lenders. FHA insures these lenders against losses from mortgages and home improvement loans underwritten in accordance with FHA guidelines.

FHA conveys policy and guidance on its insurance programs to industry partners via workshops, conferences, policy documents, teleconferences, handbooks, and guides. FHA industry partners are individuals and entities involved in different sectors of the housing market. They include FHA-approved lenders, appraisers, homebuyers, homeowners, inspectors, counseling agencies, local governments, homebuilders, non-profit agencies, brokers, and real estate agents.

In 2012, FHA engaged in a multi-phase approach for the Single Family Housing Policy Handbook. The primary purpose of this initiative is to provide SFH with a comprehensive consolidated policy guide. FHA first completed section of the Single Family Housing Policy Handbook, Origination through Post Closing/Endorsement for Title II Forward Mortgages (HUD Handbook 4000.1) published on September 30, 2014. Since the initial publication, Single Family has completed several other key sections of the Handbook with several more in various stages of development. The next phase of the Handbook Support Service initiative will begin in FY2018. The contract is a continuation of support services provided by the incumbent contractor, iWorks Corp.

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 all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and non-personal services necessary to perform the standards of this contract, Services include:

- Handbook Development

- Website Assessment

- Policy Business Process Automation (BPA) Maintenance and Support

- Project Management

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 two 12-month Option Periods.

Base Period:

July 1, 2018 - June 30, 2019

Option Period 1:

July 1, 2019 - June 30, 2020

Option Period 2:

July 1, 2020 - June 30, 2021

1.7 Place of Performance

The services provided under this contract shall be performed at the Contractor's site. The Project Manger must be available to come into HUD's HQ Office in Washington DC on an as-needed basis as determined by HUD, not to exceed 60 hours per month. During the transition in and transition out period the Project Manager must be available to come into HUD's HQ Office in Washington DC on an as-needed basis as determined by HUD, not to exceed 120 hours per month.

1.8 Hours of Operation

The Contractor is responsible for providing services between the hours of 8:00am - 4:30pm. Monday thru Friday except for Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closing, or similar Government directed facility closings. Weekly hours shall not exceed a forty (40) hour work week and a typical work day will be 8 hours each day Monday through Friday. The Government reserves the right to change hours of operation or restrict contractor access. Work outside of these daily hours is prohibited without Contracting Officer approval. Government agencies will not be available during scheduled holidays, inclement weather, weekends, and after duty hours.

The Contractor shall at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within the contract when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce is essential.

1.9 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, Government Technical Representative (GTR) 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 GTR 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 90 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

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 90 day 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 new contract Transition-In period.

2 Definitions and Acronyms

2.1 Definitions

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

Calendar Day - Any day of the week.

Contractor - A supplier or vendor awarded a contract to provide specific supplies or service to the Government. The term used in this contract refers to the prime.

Contracting Officer (CO) - A person with authority to enter 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 US 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 implementations. 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.

Subject Matter Expert (SME) - A person with a bona fide expert knowledge of subject matter and what it takes to do a particular job.

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 Representative

COTS - Commercial Off-the-Shelf

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

GTM - Government Technical Monitor

GTR - Government Technical Representative

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

SF - Standard Form

SME - Subject Matter Expert

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

The Government will provide Lan/network access and e-mail account access for the security approved contractor staff.

3.2 Facilities

The Government will not provide facilities.

3.3 Equipment

The Government will not provide equipment.

3.4 Materials

The Government will provide FHA Single Family Housing policies, to include: FHA Single Family Housing Policy Handbook, FHA Mortgagee Letters, FAQs, Housing Notices, and other statutory, regulatory and guidance references and documents. The Government will provide documents in electronic format for use in the development and delivery of tasks as identified in the contract.

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 GTR 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, equipment and supplies required to perform the work under this PWS.

4.2 Equipment

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

4.3 Material

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

4.4 Contractor Responsibilities

The Contractor shall only conduct business with designated Government personnel listed as points of contact (POCs). Names of authorized personnel shall be provided to the Contractor by the Government, in writing, and updated as necessary throughout the contract period.

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

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 GTR, GTM 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.

Contractor staff in the following key positions must be able to perform the duties of the position as described below:

Project Manager - The incumbent of this position shall provide project management support services throughout the performance period of this contract. He/She shall ensure that projects are delivered on schedule and within budget, consistent with defined contract objectives' and expectations. He/She controls project deliverables, scope and expectations, and coordinates project progress with the COR/SME. He/She develops and tracks actual progress to detailed work plans, quality control plans, transformation and tactical plans, and communication plans. The Project Manager delivers monthly status reports to COR/SME and produces executive reports on the projects and keeps the COR/SME leadership appraised of project changes and milestone delays. He/She defines project success criteria and reviews throughout the project life cycle and acts as a resource for questions related to project management processes and procedures and contract administration. Develop the cycle for each step listed above. The timeline needs to be updated regularly and any record of changes maintained by the Contractor. Any changes to the work plan tasks (Changes to the scope of work are not allowed) shall be approved in writing by the COR/SME.

The incumbent of this position must possess project management experience. The incumbent must be able to work well with cross-functional teams to accomplish objectives. He/She must have strong written and verbal communication skills, including with the executive audiences. Project Management Professional certification or similar certification is preferred by not required, in addition to a Bachelor's degree in Business or related discipline. This person should have expertise in a wide range of competencies including change management, risk management, and market research. He/She must have excellent organizational skills demonstrated by managing multiple priorities/projects; excellent interpersonal skills demonstrated by ability to direct contractor teams, using tact and diplomacy in managing communications.

Technical Writers/Editors - The incumbent(s) of this position must possess a minimum of five years of significant experience in writing, editing, and revising technical documentation such as government policies, and technical manuals. He/She must have experience in performing extensive revisions of existing technical documents and establishing standards for technical documents.

He/She must demonstrate the ability to edit, format or recommend changes in scope and content of materials prepared by FHA staff.

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 work space 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 SFH Policy Handbook Development.

5.1.1 Editing Services.

The Contractor shall provide technical editing services for the SF Handbook as well Mortgagee Letters and associated change pages to the SF Handbook; Housing Notices; Supplemental Documents; and other policy documents, training and communications on an as-needed basis. The Contractor shall also provide editing services which shall consist of updating, modifying, and formatting draft sections of the current SF Handbook to ensure consistency of information throughout the Handbook, and conformation with the SF Style Guide. The Contractor shall review and analyze draft sections of the SF Handbook to determine which areas reformatting and correction and complete needed revisions.

The Contractor shall assist OSFH staff in providing technical editing services for Transmittal Letters and ensuring accuracy of all references and page numbers to the consolidated SF Handbook.

The Contractor must have capacity to concurrently edit multiple documents.

The Contractor shall review and update the SFH Style Guide at least once every contract year.

The Contractor shall submit all documents in the priority identified by the GTR or OSFH Project Manager.

Performance Standards

a) Standard: 100% accurate technical editing services for SFH Handbook documents and other policy documents.

AQL: Zero deviation

b) Standard: 100% ability to concurrently edit multiple documents in the priority identified by the COR.

AQL: Zero deviation

5.1.2 Consolidated SF Handbook.

The Contractor shall maintain the consolidated SF Handbook. The Contractor shall merge new sections into the consolidated SF Handbook, and update upon changes to the Handbook. The consolidated handbook shall include a table of contents, glossary, and acronym list which accurately details the interim sections in a cohesive, consistent manner. The table of contents, glossary, and acronym list shall be maintained by the Contractor and updated upon any changes to the SF Handbook or other policy documents.

The Contractor shall verify that all internal and external links found in the various sections are current, and listed within the consolidated handbook.

The Contractor shall assist OSFH staff with the archiving and maintenance of the handbook versions.

Performance Standards

a) Standard: 100% accuracy in maintaining the consolidated SFH Handbook, including table of contents, glossary, and acronym list.

AQL: Zero deviation

5.1.3 Index Creation.

The Contractor shall create an index to accompany the handbook, and maintain the index upon any changes to the handbook.

Performance Standards

a) Standard: 100% accuracy in creating and maintaining the SF Handbook index.

AQL: Zero deviation

5.2 Website Assessment.

The Contractor shall provide ongoing assessments of SFH websites for accuracy, visibility, and usability. The assessment area shall include the HUD@work website (intranet) and SFH presence on www.hud.gov. Annually, the Contractor shall provide findings and recommendations, such as proposed language and layout of the website, as well as best practices applicable to HUD's content.

Performance Standards

a) Standard: On an on-going basis assessments of SFH websites shall be conducted.

AQL: Zero deviation

5.3 Policy BPA Maintenance and Support.

The Contractor shall carry out modification, maintenance and support functions to OSFH of the policy development SharePoint solution. The SF Business Policy Automation (BPA) SharePoint application is currently available within OSFH. The URL to access the HUD BPA SharePoint site is: http://hudsharepoint.hud.gov/sites/apps/iWorks/SitePages/Home.aspx.

The Contractor shall provide a turnover plan for BPA Maintenance and Support tasks. The Contract shall include the turnover plan within the Transition-Out Plan.

Performance Standards

a) Standard: 100% accurate modification, maintenance, and support of the policy development SharePoint solution.

AQL: Zero deviation

b) Standard: Develop and provide a turnover plan for the BPA maintenance and support tasks.

AQL: Zero deviation

5.3.1 Training.

The Contractor shall provide no more than eight (8) training sessions per contract year.

Performance Standards

a) Standard: Provide accurate and informative training.

AQL: Zero deviation

5.3.2 Maintenance and Modification.

The Contractor shall provide programming support for modifications to the BPA tool. The Contractor may also be required to explore the integration of the BPA with other automated HUD systems, including other HUD SharePoint systems. Modifications include changes to enhance user experience based on staff feedback, the addition and removal of fields, inserting additional workflows, and increasing scalability for use to all of Housing. The Contractor shall report maintenance and modification progress in the monthly status report.

Contractor may be required to periodically develop and/or maintain relationships with HUD SharePoint Administrator, HUD Test Center staff or OSFH staff to assess the functionality of the BPA tool or to adjust the BPA tool to meet specifications.

Contractor shall provide a turnover plan for those items beyond the scope or capability of a super user. The Contractor shall include the turnover plan within the Transition-Out Plan.

Performance Standards

a) Standard: 100% accuracy in providing programming support for the modifications to the BPA tool.

AQL: Zero deviation

b) Standard: Develop and provide a turnover plan for the BPA maintenance and support tasks.

AQL: Zero deviation

5.3.2.1 BPA SharePoint Tool Report Development.

The Contractor shall update the Automated Policy Development Process User Guide.

The Contractor shall develop additional reports as well as enhance and modify existing reports.

Performance Standards

a) Standard: 100% accuracy in developing and maintaining the Automated Policy Development User Guide.

AQL: Zero deviation

5.3.2.2 End-user Support.

The Contractor shall provide trouble-shooting support assistance with system loading errors, inability to access a certain page, etc. This task does not include call-center support. The Contractor shall report end-user support progress in the monthly status report.

Performance Standards

a) Standard: 100% availability to provide trouble-shooting assistance AQL: Zero deviation

5.4 Project Management Support.

The Contractor shall perform management activities to support the overall management of this contract to include status report meetings, managing and updating schedules, action items log, risks and issues logs, producing executive reports on projects, and contingency preparedness. The Contractor shall support development of project plans highlighting on-going and future handbook activities.

Performance Standards

a) Standard: 100% project management support, including status reports, meeting, managing and updating schedules, etc.

AQL: Zero deviation

5.4.1 Project Manager.

The Contractor shall designate a Project Manager. The PM must be available to come to the HUD HQ Office in Washington, DC on an as-needed basis as determined by HUD, not to exceed 60 hours per month, except during the transition periods. During the transition in and transition out period the PM may be required to be at HUD'S HQ Office in Washington DC up to 120 hours per month. The PM shall perform the following tasks:

- Develop and track actual progress to detailed work plans and other tracking tools.

- Communicate project changes and milestone delays/risks to the GTM/GTR and FHA leadership.

- Develop the cycle for each task and updates the timelines regularly and record an changes.

- Maintain an overall project management document/database that is accessible by FHA. This document/database shall include a schedule of all of the on-going work streams, meetings, deliverables, processes, resources, contact information and documentation of this project.

- Ensure version control of all handbook documents.

- Maintain an action item/issues log that will detail all challenges in completing tasks.

- Create presentation reports and guides to support the handbook activities.

- Continually apply project management principles, tools, and best practices for the improvement of the project.

Contractor shall provide a turnover plan for program manager tasks. The Contractor shall include the turnover plan within the Transition-Out Plan.

5.4.2 Meetings

The Contractor shall provide logistical support for the preparation and execution of meetings. This includes scheduling meetings, drafting meeting minutes, and providing written record of discussions, obtaining necessary meeting resources such as online meeting capability, preparation of reports and power points.

If the COR/PM determines the need for a performance meeting, the Contractor's key personnel shall be required to attend. The Contractor shall take minutes of the meeting, summarizing the discussion and outlining next steps and provide copies to the COR/PR within 48 hours of the meeting.

Performance Standards

a) Standard: 100% logistical support for the preparation and execution of meetings. This includes, scheduling and meeting minutes.

AQL: Zero deviation

5.4.3 Administrative Reporting Requirements.

The Contractor shall submit to the COR a monthly status report by the fifth calendar day of each month. The Contractor shall provide a report that must, at a minimum, contain a summary page reflecting the period of reporting, a listing of all work in process, all work completed since the last reporting period as well as total work completed during contract period, dates of completion and work to be completed with an estimated date of completion.

The Contractor shall deliver the report to the COR via email las a Microsoft Word document.

The report shall include the following information:

- An executive summary

- Progress from the previous period

- Pending deliverables

- Program challenges

- Status of previous challenges

- Planned accomplishments for the next report

- Areas of concern with proposed solutions

- Change log

- Issues log

Performance Standards

a) Standard: Provide a monthly status report that includes an executive summary; progress from the previous reporting period; pending deliverables; and program challenges.

AQL: Zero deviation 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.

6.1 Quality Control Plan

The Contractor's QCP shall be delivered to the GTR 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 GTR 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 (insert acceptance criteria) 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 GTR and GTM 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 GTR 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 contract.