Attachment A - Schedule of Subscription Services.docx

ATTACHMENT A – SCHEDULE OF SUBSCRIPTION SERVICES

1. DESCRIPTION OF SERVICES/STATEMENT OF WORK

The Contractor shall have the capability to meet all requirements to provide an online subscription source for publishing historic and current underwriting, servicing, and loan product guidelines for the single family and/or multifamily housing industry to include, but not limited to: the Federal National Mortgage Corporation (Fannie Mae), the Federal Home Loan Mortgage Corporation (Freddie Mac), the United States Department of Agriculture; Government National Mortgage Association. The Contractor shall also publish product guidelines for Private Mortgage Insurers underwriting guidelines and investor guidelines. The online subscription source shall be easily searchable and used for comparative analysis using available online tools.

The Contractor shall provide its following products to fulfill the purchase order:

Multifamily Guidelines - AMF010-NL 01 December 2022 to 30 November 2023

Single Family Guidelines - ASF010-NL 01 December 2022 to 30 November 2023

State Compliance (DC) ASC 010 01 December 2022 to 30 November 2023

Multifamily Guidelines - AMF010-NL 01 December 2023 to 30 November 2024

Single Family Guidelines - ASF010-NL 01 December 2023 to 30 November 2024

State Compliance (DC) ASC 010 01 December 2023 to 30 November 2024

2. SUBSCRIPTION/LICENSE AGREEMENT REQUIREMENTS

· At the termination or expiration of the license agreement, FHFA shall have the right to maintain and use indefinitely print or electronic copies of its reports, presentations, or other content created in accordance with the subscription/license agreement.

· Authorized Users may be from multiple divisions across FHFA, and may concurrently access and use the licensed materials from their official duty stations or via remote access when such Users are conducting business for the benefit of FHFA.

· FHFA does not permit compliance audits; however, the license agreement may require that FHFA will provide written assurance of its compliance or other alternative agreed to in writing by the Contracting Officer.

· The license agreement shall not include an indemnification of the contractor by the FHFA.

· The license agreement shall be governed by, and construed in accordance with, the federal laws of the United States of America.

· The Contractor shall represent and warrant that it makes commercially reasonable efforts to ensure that the software, data, or product as applicable is free of any viruses, worms, Trojan horses, malware, and/or other malicious code.

· The license agreement shall not include terms that authorize assignment of the contract except in accordance with Federal Acquisition Regulation Subpart 42.12.

· Contractor shall acknowledge and agree that if there is a conflict between the terms and conditions of the license agreement and those of the contract, the contract governs.

· The license agreement shall permit FHFA to use the subscription data for official Government purposes, including but not limited to reports, presentations, graphs, public releases, other publications, and examination of the regulated entities.

· The license agreement may acknowledge that FHFA is a federal government agency and is exempt from by law from the payment and collection of sales taxes.

3. TYPE OF CONTRACT

Firm-fixed-price (FFP) purchase order with FFP contract line item numbers (CLINs). The period of performance will be for 12/01/2022 - 11/30/2024 and is funded for this length of time (i.e. no option year periods).

4. INFORMATION TECHNOLOGY (IT) ACCESSIBILITY REQUIREMENTS (SECTION 508) (BEST MEETS EXCEPTION IS APPLIED)

Section 508 of the Rehabilitation Act, as amended by the Workforce Investment Act of 1998 (P.L. 105-220) requires that when Federal agencies develop, procure, maintain, or use information and communication technology (ICT), it shall be accessible to people with disabilities. Federal employees and members of the public who have disabilities must have access to, and use of, information and data that is comparable to people without disabilities.

1) Products, platforms and services delivered as part of this work statement that are ICT, or contain ICT, must conform to the Revised 508 Standards, which are located at 36 C.F.R. § 1194.1 & Apps. A, C & D, and available at https://www.access-board.gov/guidelines-and-standards/communications-and-it/about-the-ict-refresh/final-rule/text-of-the-standards-and-guidelines.

2) E102 / 702.10 – Web Content Accessibility Guidelines (WCAG) success criteria level A & AA are incorporated as a requirement. The referenced WCAG criteria is available at http://www.w3.org/TR/WCAG20/

3) E202.7 – Best Meets Exception applied.

Applicable Functional Performance Criteria:

All functional performance criteria apply when using an alternative design or technology that achieves substantially equivalent or greater accessibility and usability by individuals with disabilities than would be provided by conformance to one or more of the requirements in Chapters 4-6 of the Revised 508 Standards, or when Chapters 4-6 do not address one or more functions of ICT.

Applicable requirements for Electronic Documents:

5. FAILURE TO MEET PERFORMANCE STANDARDS

Performance of the services in conformance with the purchase order requirements is essential for the Contractor to receive full payment as identified in the contract.

a. Notifications

Based on a review of the Contractor’s performance and/or the Contractor’s deliverable(s), the Invoice Approver (IA) will notify the Contractor and Contracting Officer of any noncompliance with the Purchase Order requirements via email. To the extent practicable, resolution of untimely subscription updates or untimely customer service should be resolved with the IA and Contractor working together. However, the IA and Contracting Officer can record any noncompliance or poor performance, especially recurring, in the Contractor Performance Assessment Reporting System (CPARS), as outlined in FAR Subpart 42.15. The performance rating information can be accessed and reviewed by other Federal Government agencies and used in future evaluation decisions.