Budget Exe Ops Process Transf Current State_SOO.pdf

pg. 1

STATEMENT OF OBJECTIVES (SOO)

FOR

Budget Execution Operations Process Transformation - Current State Analysis

AT

U.S. Department of Housing and Urban Development (HUD)

August 8, 2023

VERSION 1

DRAFT

pg. 2

Table of Contents

SECTION I

1.0 DESCRIPTION OF SERVICES

1.1 General

1.1.1 Background

SECTION II

2.0 PROBLEM STATEMENT

2.1 Applicable Regulations (if any)

2.2 Objective(s)

SECTION III

3.0 PERFORMANCE THRESHOLDS

SECTION IV

4.0 DELIVERABLES / ACCEPTANCE CRITERIA

5.0 TIMELINE, STAKEHOLDER (collaborating offices)

5.1 Timeline

5.2 Stakeholders (Collaborating Offices)

SECTION VI

6.0 GENERAL INFORMATION

6.1 Location

6.2 Travel (TDYs)

6.3 Identify Known or Possible Conflicts of Interest

6.4 Security and Training Requirements

6.5 Data Rights

SECTION VII

7.0 APPENDIX 1

7.1 ................................................ DEFINITIONS, ABBREVIATIONS, AND ACRONYMS

7.2 ................................................................................................................................ ACRONYMS

TECHNICAL EXHIBIT 1

pg. 3

SECTION I

1.0 DESCRIPTION OF SERVICES

1.1 General.

The U.S. Department of Housing and Urban Development (HUD), located in Washington D.C., aims to create strong, sustainable, inclusive communities and quality affordable homes for all.

HUD's mission entails strengthening the housing market to bolster the economy and protect consumers; meet the need for quality affordable rental homes; utilize housing as a platform for improving quality of life; build inclusive and sustainable communities free from discrimination and transform the way HUD does business.

1.1.1 Background. The 'Department's Budget Execution Operations to support the 'Department's massive budget varies by Program Office and Supporting Offices. Each Program Office Budget

Execution Operations has differing processes, systems, and non-systems to manage and track financial information. The lack of centralization, standardization of processes, and the use of a single approach results in an inability to efficiently administer and oversee the 'Department's

Salaries and Expenses (S&E) and financial assistance program funding cohesively and uniformly. As a result of the high level of manual intervention, disparate processes, and use of desktop software, financial execution operational processes are time-consuming, costly, labor-intensive, inefficient, and prone to human errors. The Department, despite the current state, performs the daily Budget Execution Operations.

A snapshot of some of 'HUD's Program Offices:

The Office of Public and Indian Housing (PIH) oversees and monitors a range of programs that ensure stable housing is accessible to our most vulnerable and disadvantaged households.

These programs provide rental assistance to low-income families, fund grants that improve public housing while reducing carbon emissions and improving indoor air quality, provide grants and loan guarantees that support affordable rental and owner-occupied housing for Native

American and Native Hawaiian families, and increase employment opportunities and

'participants' earned income so that families can reduce or eliminate their need for assistance.

The Office of Housing provides essential support to the 'Nation's homebuyers, homeowners, renters, and communities. Its major programs: insure mortgages for single-family homes, multifamily properties and healthcare facilities; provide rental assistance to low- and very low-income households, including older adults and persons with disabilities; and regulate the design and construction of manufactured homes across the country. Because of this work, the Office of

Housing is in a unique position to help address the housing crisis, which the impact of COVID-

19 has worsened.

The Office of Community Planning and Development (CPD) promotes viable communities by developing partnerships with State and local governments and the private sector, including for-profit and non-profit organizations. Housing and community development are not viewed as separate programs but as among the myriad elements that make up a comprehensive vision of

pg. 4 community development. These groups are at the heart of a bottom-up housing and community development strategy.

The Office of Policy Development and Research (PD&R) provides fundamental support for the mission of the Department through policy analysis, research, surveys, and program evaluations.

PD&R is responsible for maintaining current information on housing needs, market conditions, and existing programs and conducting research on priority housing and community development issues. The office provides reliable and objective data and analysis to help inform policy decisions. PD&R is committed to involving a greater diversity of perspectives, methods, and researchers in HUD research.

The Office of Fair Housing and Equal Opportunity (FHEO) fights housing discrimination, promotes economic opportunity, and strives to achieve diverse, inclusive communities free from discrimination. It leads the Nation in the enforcement, administration, development, and public understanding of Federal fair housing and civil rights laws and policies.

In addition, FHEO ensures 'HUD's federal programs and recipients that receive HUD financial assistance funding comply with Federal fair housing and civil rights laws and requirements.

The Office of Lead Hazard Control and Healthy Homes (OLHCHH) funds State and local governments and non-profit organizations to develop and implement cost-effective ways to reduce lead-based paint and other housing-related health and safety hazards in homes of low-income families. In addition, OLHCHH enforces 'HUD's lead-based paint regulations, provides public outreach and technical assistance on issues regarding housing and health, and conducts technical studies to develop and evaluate cost-effective methods to protect children and their families from health and safety hazards in the home.

1.2 Scope. To assess, identify, and document current state business processes across the

Department that support the Budget Execution Operations. To provide comprehensive documentation of the entire Budget Execution Operations lifecycle performed by Program and

Support Offices flow charts and narratives of the current state processes for all aspects of the budget execution operations lifecycle. Provide complete documentation of the budget execution operations process from appropriation to budget execution reporting.

Program Goals: To assess, identify and document Budget Execution Operations processes that will support the future creation of a Departmental actionable business plan to support streamlining, standardizing, and modernizing 'HUD's financial management processes to manage operations efficiently and effectively and provide accountability to taxpayers.

Areas of the program going well (no change): None. HUD is seeking a complete standardization of the budget execution operations process to achieve operational excellence and better serve our constituents, that are both internal and external stakeholders.

Areas of the program that need to be changed: The 'Department's Budget Execution

Operations processes are siloed and vary by each program office and support office. Each office's operation is conducted with differing processes, systems, and non-systems to manage and track financial execution information. The lack of centralization; standardization of processes, and the use of a single approach results in the inability to efficiently administer and

pg. 5 oversee the 'Department's S&E and financial assistance program funding cohesively and uniformly. As a result of the high level of manual intervention and use of desktop software, financial operational processes are time-consuming, costly, labor-intensive, inefficient, and prone to human errors. These disparate processes greatly complicate managing budget execution reporting and audit compliance. The Department, despite the current state, performs the daily Budget Execution Operations.

Program Risks: Manual processes create a great risk with an increased potential for fraud, waste, and abuse. The information may be inaccurate, unreliable, and incomplete for management decision-making. In addition, manual processes take an extended amount of time to provide data to support Questions for Record, Audits, and budget execution reporting as well as historical analysis which may be inaccurate. Without complete and reliable information on 'HUD's audit remediation efforts, internal and external stakeholders may not have quality information to effectively monitor and measure 'HUD's progress to mission success of (1) supporting underserved communities, (2) ensure access to and increase the production of affordable housing, (3) promote homeownership, (4) advance sustainable communities, and (5) strengthening of 'HUD's internal capacity.

SECTION II

2.0 PROBLEM STATEMENT

HUD relies on differing processes, systems, and non-systems to manage and track the department's Budget Execution Operations. A comprehensive examination and analysis is needed to map and document the current state of 'HUD's Budget Execution operations, structure, and processes for greater operational efficiencies.

Provide all services, materials, supplies, equipment, and project supervision, as required in connection with this Statement of Objective (SOO).

2.1 Applicable Regulations (if any).

1. Chief Financial Officers Act of 1990

2. Federal Financial Management Improvement Act (FFMIA) of 1996

3. Federal Managers Financial Integrity Act (FMFIA) of 1982

4. Government Accountability Office (GAO) Government Auditing Standards (Yellow

Book)

5. Government Accountability Office (GAO) Standards for Internal Control

6. Government Performance and Results Modernization Act of 2010 (GPRA)

7. Inspector General Act (.G.I.G. Act) of 1978

8. OMB Bulletin No. 01-02, Audit Requirements for Federal Financial Statements

9. OMB Circular A-11, Preparation, Submission and Execution of the Budget

10. OMB Circular A-123, Managements Responsibility for Enterprise Management and

Internal Control, Appendix A, B, C, & D

11. OMB Circular A-136, Financial Reporting Requirements

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12. Section 508 Compliance of Deliverables

13. Treasury Financial Manual (TFM) Volume I, Part 2, Chapter 4100 Section 4120, Reporting Requirements

2.2 Objective(s).

OBJECTIVE 1: PROJECT MANAGEMENT

Provide project management support for the key activities of the project.

Task 1. Develop, maintain, enforce, and document a Quality Control Plan (QCP). Develop and maintain an effective quality control program to ensure services are performed as prescribed in applicable laws and regulations and best commercial practices.

Develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services with special emphasis on those listed in this SOO. The quality control program is how it assures itself that the work complies with the objectives of this SOO.

Task 2. Develop a comprehensive Project Plan (roadmap) that identifies the tasks, defines

Contractor and HUD roles/responsibilities, required meetings with HUD and ARC, reviews the deliverables structure, draft and final reports, and provides a timeline for completion of tasks.

Task 3. Submit Biweekly Status Reports.

Task 4. Participate in Biweekly Status Meetings and provide status updates on the tasks stated within this SOO.

Task 5. Develop the Meeting Agenda for the biweekly Status Meetings.

Task 6. Develop and submit Biweekly Status Meeting Minutes. The Meeting Minutes will include issues discussed, decisions made, assignments, target completion dates, and pending matters.

OBJECTIVE 2: CONDUCT CURRENT STATE ASSESSMENT OF BUSINESS PROCESSES,

PEOPLE & TECHNOLOGY

Task 1. Stakeholders: Conduct a current state assessment of the Department’s Budget

Execution Operations to assist HUD in assessing the existing business processes, people, technology, or lack thereof performed by HUD and 'HUD's financial management shared services provider, Treasury Administrative Resource Center

(ARC). The following Program Offices will be evaluated.

Large Program Offices – Salaries & Expenses (S&E) and Financial Assistance

➢ Community Planning & Development (CPD)

➢ Housing – FHA, Multifamily & Single Family

➢ Public and Indian Housing (PIH)

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Medium Program Offices – Salaries & Expenses (S&E) and Financial

Assistance

➢ Fair Housing & Equal Opportunity (FHEO)

➢ Government National Mortgage Association (GNMA)

➢ Lead Hazard Control & Healthy Homes (OLHCHH)

➢ Policy, Development & Research (PD&R)

Support Offices - Salaries & Expenses (S&E) and Other Funding/Processes

➢ Chief Administration Officer (ADMIN) - S&E

➢ Chief Financial Officer (CFO) – S&E and OCFO Budget

➢ Chief Information Officer (CIO) – S&E and IT Fund

➢ Inspector General (OIG) - S&E

Task 2. Collect, Review, Analyze and Document Current State: Identify, collect, and analyze data to assist HUD in assessing the current business processes for each

Program Office in Objective 2, Task 1. Provide subject matter professionals to; 1) assist in conducting interview sessions with internal and external HUD stakeholders;

2) document and assess findings obtained through research.

a. Convene focus group sessions with the stakeholders to conduct and document the interviews to discuss the core Budget Execution Operations business functions and processes. Submit the agenda and questions for the interviews and focus group sessions for approval. Maintain the listing of focus group participants invited and participants in attendance.

b. Perform an in-depth analysis and identification of all aspects of the current state

Budget Execution Operations processes to include, but not limited to:

i. Policies, procedures, and business processes. Maintain a listing of the artifacts collected and from whom.

ii. Identify supporting technology, or lack thereof, for each business process step and what system(s) and/or non-system(s) are used.

1. Non-systems are Microsoft products; Excel, Word, Access, SharePoint and other products, InfoPath, etc.; where any/all of these products are used to complete any phase of the lifecycle.

iii. Identify each stakeholder, roles, and office associated with the lifecycle.

iv. Identify pain points.

v. Identify any current-day efficiencies that the current state processes.

vi. Define the current state business process flows for each of the stakeholders.

c. HUD owns all rights to all deliverables collected and created. The contractor may not restrict the use of or dissemination of any material produced in conjunction with this current state assessment. To maintain and provide organized work papers; the government will create a SharePoint site for this project to store the deliverables. Work papers include but are not limited to Program Office example artifacts (Excel workbooks, word documents, location of Access databases, etc.),

pg. 8 meeting minutes to include notes on emergent issues, challenges, suggestions, etc.; participant sign-in sheets; meeting agendas and handouts; background documents, deliverables, all artifacts collected during the assessment, etc.) in softcopy format that supports all assessment efforts.

OBJECTIVE 3: CURRENT STATE BUDGET EXECUTION OPERATIONS ASSESSMENT

REPORTS

Task 1. Monthly Methodology Meeting: Coordinate with the COR to provide a monthly briefing of the methodology and status of the building out of the Current State

Assessment Reports on the criteria in Objective 2. HUD will provide feedback which will be incorporated and presented at the next monthly briefing. The format for the report out, i.e., reports, briefings, is at the discretion of the contractor, i.e.

PowerPoint, Word, etc.

Task 2. Current State Assessment Draft & Final Deliverables:

a. Draft and Final Assessment Reports:

i. Submit a draft Current State Budget Execution Operations Assessment

Report in summary and detail. The draft report will be reviewed by HUD and provide feedback per the timeline below.

ii. Submit a final Current State Budget Execution Operations Assessment

Report in summary and detail. The final report will be reviewed by HUD and provide feedback per the timeline below.

b. Process Flows & Narratives: Topics include, at a minimum, the following:

i. Document, in detail, the current state business process to reflect the information and artifacts obtained in process flow, both Visio and PDF, and supporting narratives for the process flow step.

ii. Process flows will include a legend of the symbols used.

iii. The process flows steps, and associated narratives will include symbols for the system(s) or non-system(s) used in each step.

iv. Process flow swim lanes for each stakeholder with roles and responsibilities for each step.

v. Process flow and associated narrative should describe the function performed in process short code and in narrative detail.

vi. Denote which steps are pain points.

vii. Document any current-day efficiencies to be applied to the current state processes.

viii. Denote which steps are from a policy or procedure and footnote the document name.

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c. CONOPS: A Current State Budget Execution Operations Concept of Operations

(CONOPS) document will be created. The HUD Project Planning Management

(PPM) CONOPS template will be provided.

i. The CONOPS document depicts the overall current state operations composition by describing operations at a high level with the viewpoints of the various stakeholders. The CONOPS serves as the bridge between the process flows and associated narratives and the operating procedures format for the full lifecycle of each Program office.

Task 3. Draft and Final Assessment Deliverables Timeline: Submit a draft and final

Assessment Report.

a. The draft deliverables are due to HUD based on the approved project plan.

b. HUD will review the draft report and provide comments and revisions within fifteen (15) business days.

c. Submit the final report fourteen (14) calendar days after receipt of the draft report comments/revisions incorporating HUD's feedback.

d. The draft and final deliverables will include the cover sheet, CONTRACT

PRODUCT ACCEPTANCE FORM, found in the SOO Technical Exhibit 1.

Task 4. Oral Presentations: Once the deliverables are final, deliver an oral presentation of the current state summary and detail Assessment Reports to each Program Office, in

Objective 2, Task 1, including the:

a. Contracting Officer Representative

b. Program Manager

c. Program Office Budget Execution Operations Senior Executives

d. Program Office stakeholders who participated in the focus groups

Task 5. Final Outcome: At the end of contract performance, the final outcome results in a comprehensive current state map of the Budget Execution Operations lifecycle through these deliverables

a. Summary and Detailed Assessment Reports

b. Detailed process flows and associated narratives.

c. Concept of Operations (CONOPS)

SECTION III

3.0 PERFORMANCE THRESHOLDS

All deliverables and performance that fall below the outlined thresholds below will be re-performed at no cost to the government. Any task, performance, or deliverable(s) that is not corrected greater than 95% acceptance for accuracy and timeliness will be reflected negatively on the 'contractor's past performance. Any task or deliverable that is corrected at a level higher than

95% for accuracy and timeliness will be reflected positively on the 'contractor's performance.

pg. 10

Performance Objective SOO Paragraph

Performance Threshold Method of Surveillance

Quality Control Plan OBJECTIVE 1, Task 1

Timely submission. Re-performance must occur within three (3) business days of notification.

100% Surveillance

Project Plan (Road

Map)

OBJECTIVE 1,

Task 2

Timely submission. Re-performance must occur within three (3) business days of notification.

100% Surveillance

Biweekly Status Report OBJECTIVE 1, Task 3

Zero deviation-

Timely submissions.

100% Surveillance

Meeting Agenda for the biweekly Status

Meetings

OBJECTIVE 1,

Task 5

Zero deviation-

Timely submissions.

100% Surveillance

Meeting Minutes OBJECTIVE 1, Task 6

Zero deviation-

Current State

Assessment

OBJECTIVE 2,

Task 1

Zero deviation-

Timely submissions.

100% Surveillance

Questions/agenda topics for the interviews and focus group sessions

OBJECTIVE 2,

Task 2

Zero deviation-

Timely submissions.

100% Surveillance

Meeting Agenda for the

Monthly Methodology

Meeting

OBJECTIVE 3,

Task 1

Zero deviation-

Business Process

Document for each

HUD Program Office

(11) and Support Office

(4).

OBJECTIVE 3,

Task 1

Timely submission. Re-performance must occur within ten (10) business days of notification.

100% Surveillance

PowerPoint and Visio

Presentations for each

HUD Program Office

(11) and Support Office

(4).

OBJECTIVE 3,

Task 2

Timely submissions with no errors. Re-performance must occur within three (3) business days of notification.

100% Surveillance

Two Oral Presentations for each HUD Program

Office (11) and Support

Office (4).

OBJECTIVE 3,

Task 2

Zero deviation-Timely submission.

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SECTION IV

4.0 DELIVERABLES / ACCEPTANCE CRITERIA

The contractor shall provide deliverable(s) in a format mutually agreed upon by the Government and the Contractor. The following deliverables are not expected to change. Due Date intervals are not expected to change, but actual dates may need to be revised depending on the actual contract start date.

Deliverables and performance are not considered acceptable until the government provides written notice of acceptance. This can be in the Monthly Status Report (bi-lateral signatures from the contractor and COR) and/or written acceptance via email.

The contractor shall submit a Deliverable Contract Product Acceptance Form, Technical

Exhibit 1, with every deliverable.

pg. 12

DELIVERABLE –

Acceptance Criteria

DUE DATE SOO Paragraph DELIVERY

METHOD

Quality Control Plan Within fifteen (15) business days after award.

OBJECTIVE 1,

Task 1

By email to the

COR

Project Plan (Road

Map)

Within fifteen (15) business days after award.

OBJECTIVE 1,

Task 2

By email to the

COR

Biweekly Status

Report

2 pm on Friday OBJECTIVE 1, Task 3

By email to the

COR

Meeting Agenda for the biweekly Status

Meetings

COB Friday before the next meeting

OBJECTIVE 1,

Task 5

By email to the

COR

Biweekly Status

Meeting minutes

No later than two (2) business days after each meeting

OBJECTIVE 1,

Task 6

By email to the

COR

Questions/agenda topics for the interviews and focus group sessions

Within 20 business days of award

OBJECTIVE 2,

Task 3

By email to the

COR

Business Process

Document for each

HUD Program Office

(11) and Support

Office (4).

HUD (each Program

Office and Support

Office) will review the document and provide comments and revisions to the contractor within ten (10) business days.

OBJECTIVE 3,

Task 1

By email to the

COR

Final document submitted to HUD (each Program

Office and Support

Office) no later than ten

(10) business days after receipt of the revised document.

Within ten (10) business days after the submission and acceptance of the draft business process document.

PowerPoint and Visio

Presentation for each

HUD Program Office

(11) and Support

Office (4).

Within ten (10) business days after the submission and acceptance of the draft business process document.

OBJECTIVE 3,

Task 2

By email to the

COR

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Two Oral

Presentations for each

HUD Program Office

(11) and Support

Office (4).

OBJECTIVE 3,

Task 2

By email to the

COR

**Several deliverables are required and described in the IDIQ Scope and Ordering Guide such the Monthly Status Report, Trip Report, etc. DO NOT repeat deliverables already required**

SECTION V

5.0 TIMELINE, STAKEHOLDER (collaborating offices)

5.1 Timeline.

The Period of Performance will be for (6) six months.

5.2 Stakeholders (Collaborating Offices).

Large Program Offices – Salaries & Expenses (S&E) and Financial Assistance

➢ Community Planning & Development (CPD)

➢ Housing – FHA, Multifamily & Single Family

➢ Public and Indian Housing (PIH)

Medium Program Offices – Salaries & Expenses (S&E) and Financial Assistance

➢ Fair Housing & Equal Opportunity (FHEO)

➢ Government National Mortgage Association (GNMA)

➢ Lead Hazard Control & Healthy Homes (OLHCHH)

➢ Policy, Development & Research (PD&R)

Support Offices - Salaries & Expenses (S&E) and Other Funding/Processes

➢ Chief Administration Officer (ADMIN) - S&E

➢ Chief Financial Officer (CFO) – S&E and OCFO Budget

➢ Chief Information Officer (CIO) – S&E and IT Fund

➢ Inspector General (OIG) - S&E

SECTION VI

6.0 GENERAL INFORMATION

In support of the Department of Housing and Urban Development, Headquarters mission, the identified tasks and/or outputs may take the form of information, advice, opinions, alternatives, analyses, evaluations, training, processes to eliminate waste, standardize best practices, reduce cycle times, and reduce the cost of doing business, or recommendations to complement the

Government’s technical expertise in accomplishing its mission and day-to-day activities. The contractor shall provide a workforce possessing the skills, knowledge, and training to satisfactorily perform the services required under this contract. The primary work location for

pg. 14 contractor personnel will be at the Contractor’s facility. However, other CONUS work locations or travel may be required.

Contractor employees performing services under this contract shall be controlled, directed and supervised at all times by the management personnel of the contractor. The contractor's management shall ensure that employees properly comply with the performance standards outlined in this Performance Work Statement and as required by the contracting officer or the contracting officer's representative (COR). Contractor employees shall be capable of performing independently and without the assistance of Government personnel. Actions of contractor employees shall not be interpreted or implemented in any manner which results in a contractor employee creating, modifying, or violating Federal policy, obligating the appropriated funds of the U.S. Government, overseeing the work of Federal employees, providing direct personal services to any Federal employee or otherwise violating the prohibitions set forth in Parts 7.5 and

37.1 of the Federal Acquisition Regulation (FAR). If the contractor feels that any actions constitute or are perceived to constitute personal services, it shall be the contractor’s responsibility to notify the COR immediately.

No contractor personnel will perform any work on this contract that can be defined as inherently governmental according to FAR Subpart 7.503(c). Contractor personnel will be performing tasks under FAR Subpart 7.503(d); however, contract personnel will be in a supporting role to the

Government task lead and will not be in a decision-making role. The Government will be the sole authority for decisions.

6.1 Location.

U.S. Department of Housing and Urban Development

451 7th Street, S.W.

Washington, DC 20410

6.2 Travel (TDYs)

There are no known travel requirements at this time. In the event travel is required, the

Government will modify the contract to increase the price to cover travel. Price shall be determined fair and reasonable.

6.3 Identify Known or Possible Conflicts of Interest

There are no known or possible conflicts of interest.

6.4 Security and Training Requirements

Contractors who have not completed a background investigation with HUD, will be required to provide personal background information, undergo a background investigation (NACI or other

OPM-required or approved investigation) including an FBI national criminal history fingerprint check.

Subject Matter Experts (SMEs) must be trained and knowledgeable in the budget execution operations of a cabinet agency with financial assistance in the areas of grants, direct payments

pg. 15 for specified use, loan guarantee, and direct loans. In addition, a command of the list in 2.1

Applicable Regulations (if any).

6.5 Data Rights

All contracts that require data to be produced, furnished, acquired, or used in meeting contract performance requirements, must contain terms that delineate the respective rights and obligations of the Government and the contractor regarding the use, reproduction, and disclosure of that data. Data rights clauses do not specify the type, quantity or quality of data that is to be delivered, but only the respective rights of the Government and the contractor regarding the use, disclosure, or reproduction of the data. Accordingly, the contract shall specify the data to be delivered.

SECTION VII

7.0 APPENDIX 1

7.1 DEFINITIONS, ABBREVIATIONS, AND ACRONYMS

Contracting Officer (CO). The duly appointed Government agent authorized to award or administer contracts. The contracting officer is the only person authorized to contractually obligate the Government.

Statement of Objective (SOO). A formal contracting document used to describe the goals and objectives expected from soliciting contractor work.

Organizational Conflict of Interest (OCI). Unequal access and competitive advantage are two conflicts that the government is aware of that could result from Non-Financial Recommendations

(NFR)

Performance Threshold. The minimum performance level of a performance objective required by the Government.

7.2 ACRONYMS

All applicable terms and acronyms are available at the following website:

• Common HUD Terms and Acronyms | HUD.gov / U.S. Department of Housing and

Urban Development (HUD) https://www.hud.gov/about/acronyms https://www.hud.gov/about/acronyms

pg. 16

TECHNICAL EXHIBIT 1

CONTRACT PRODUCT ACCEPTANCE FORM

Deliverable Contract Product Acceptance Form

Name of Contracting Firm: ________________________________________

Contract Number: _______________________________

Budget Execution Operations Process Transformation - Current State Analysis

(Task Title)

This Contract Product Acceptance certifies that the (Enter Deliverable name here), submitted on

(date deliverable was submitted) has been reviewed by the Contracting Officer Representative

(COR) and the Program Manager and is:

_____ Accepted

_____ Accepted Conditionally (Pending minor changes)

_____ Rejected

Addressee Action Required Sign and Date

Fname Lname (COR) Review and Approve

Fname Lname (Program

Manager)

Review and Approve

Signature of (Name of Contracting Firm) representative acknowledging receipt of Contract

Product Acceptance:

Signature Date