DRAFT PWS - EMAD Home Sales Data 03.11.26.pdf

1 March 2026

Performance Work Statement (PWS)

Home Sales Data

March 11, 2026

2 March 2026

Vision Statement

1 General Information

1.1 Scope of Work ............................................................................... Error! Bookmark not defined.

1.2 Background

1.3 Constraints

1.4 Non-Personal Services

1.5 Period of Performance

1.6 Place of Performance

1.7 Hours of Operation

1.8 Special Qualifications

1.9 Post Award/Kickoff Conference

1.10 Status Meetings

1.11 Contractor Travel

1.12 Transition In

1.13 Transition Out

2 Definitions and Acronyms

2.1 Definitions

2.2 Acronyms

3 Government-Furnished Property and Services

3.1 Government Services................................................................... Error! Bookmark not defined.

3.2 Facilities

3.3 Equipment

3.4 Materials and Information

3.5 Quality Assurance (QA)

4 Contractor-Furnished Items and Services

3 March 2026

4.1 Facilities

4.2 Equipment

4.3 Materials

4.4 Contractor Responsibilities

4.5 Contractor Personnel

4.6 Identification of Contractor Employees

5 Specific Tasks

5.1 Lead-Based Paint Inspections

6 Deliverables

6.1 Quality Control Plan

6.2 Acceptance Criteria

7 Related Documents

Performance Work Statement (PWS)

Home Sales Data

4 March 2026

Vision Statement

To help HUD perform quality research, produce reports on housing markets in the nation, maintain accurate housing data, provide support to other HUD offices.

HUD’s field office economists are routinely responsible for providing evaluations of local housing market conditions to other Offices within HUD. In order to analyze a market in a timely and effective manner, the field economists need access to a variety of data sources, including data relating to sales markets. In addition, these data would be used in the Comprehensive Housing Market

Reports, Housing Market Profiles (HMPs) and Regional Narratives published by the Economic and Market Analysis Division (EMAD). .

1 General Information

1.1 Scope of Work

The Department of Housing and Urban Development (HUD), Economic and Market Analysis Division

(EMAD) is seeking a dynamic real estate data and analytics database that is adept at meeting the varied needs of multiple HUD staff engaged in housing market analysis. Services shall include providing EMAD staff and other HUD employees with online access to home sales data covering markets across the

United States, and providing a project manager who shall be responsible for assisting users with the database. Detailed descriptions of specific tasks are provided in Section 5 – Specific Tasks.

1.2 Background

Section 209 of the National Housing Act states the following: The Secretary shall request such statistical surveys and legal and economic studies as he shall deem useful to guide the development of housing and the creation of a sound mortgage market in the United States and shall publish from time to time the results of such surveys and studies.

HUD’s field economists gather and review a wide range of housing and macroeconomic data to analyze market conditions and assess the demand for additional housing. Easily accessible data of good quality is crucial in analyzing market conditions and to forecast demand. More recently, EMAD has analyzed local housing market conditions after natural disasters to assist policymakers with rebuilding efforts.

EMAD frequently provides market intelligence to other offices within HUD, such as the HUD-FHA Single

Family Housing Homeownership Center, Office of Public and Indian Housing, and Office of Community

Planning and Development, and to the field office and regional office directors. EMAD assists other federal agencies, such as the Department of Agriculture’s Rural Development Housing and Community

Facilities Program and the Department of Defense’s multifamily housing construction projects. Finally, HUD also publishes many of EMAD’s housing studies and reports to provide information to builders, lenders, developers, planners, economic development officials, real estate professionals, local

5 March 2026 government officials, academics, and the general public. EMAD publishes the results of its housing analyses in the quarterly U.S. Housing Market Conditions report, Housing Market Profiles (HMPs) and the individual Comprehensive Housing Market Analysis reports (comprehensives), posted on the HUD

User website (http://www.huduser.gov).

1.3 Constraints

1. 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.

2. HUD reserves the right to analyze the data collected and use it in HUD’s publications. In such circumstances, HUD will properly cite the Contractor as the data source.

3. All requests made by HUD and issues with access and/or lack of data/reports in the homes sales database are resolved within one business day.

1.4 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.

1.5 Period of Performance

The period of performance shall be for one base period of 12 months and four 12-month option periods and is estimated to be from September 26, 2026 through September 25, 2031.

1.6 Place of Performance

Data must be accessible to users on personal computers and HUD-issued computers. Staff may work from home or in their assigned Regional or satellite office.

1.7 Hours of Operation

Access to data shall be furnished 24 hours a day, seven days a week because users are located across the country in different time zones and have flexible work schedules.

Government agencies will not be available during scheduled holidays, inclement weather, weekends, and after duty hours.

6 March 2026

The Contractor shall 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.

1.8 Special Qualifications

N/A

1.9 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 and HUD Acquisition

Regulation (HUDAR) clause 2452.237-79 - Post Award Conference.

1.10 Status Meetings

The Contracting Officer, Contracting Officer’s Representative (COR), and other Government personnel, as appropriate, may meet periodically with the Contractor to also review Contractor performance, requirement status, etc. At these meetings, the Contracting Officer will apprise the

Contractor of how the Government views the Contractor's performance or progress of the requirement. The Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government. Post Award Conference and subsequent meetings may be held via teleconference at the Contracting Officer's discretion.

1.11 Contractor Travel

N/A

1.12 Transition-In

N/A.

1.13 Transition-Out

N/A

2 Definitions and Acronyms

2.1 Definitions

Business Day – Every official day of the week which are days between and including Monday to Friday. This does not include federal holidays and weekends.

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.

7 March 2026

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 regarding technical issues. This individual has authority to provide technical direction to the Contractor if direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have the 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 is 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 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.

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

8 March 2026 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.

2.2 Acronyms

AQL - Acceptable Quality Level

CFR - Code of Federal Regulations CO - Contracting Officer COR - Contracting Officer Representative CFR - Code of Federal Regulations CPO - Office of the Chief Procurement Officer of HUD EST - Eastern Standard Time (U.S.)

ETC - Estimate to Completion FY - Fiscal Year 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.

IT - Information Technology MWP - Management and Work Plan OCPO - Office of the Chief Procurement Officer PM - Project Manager PD&R - Office of Policy Development and Research POC - Point of Contact QA - Quality Assurance QASP - Quality Assurance Surveillance Plan QCP - Quality Control Plan RFP - Request-for-Proposal SF - Standard Form TBD - To be determined U.S.C - United States Code

3 Government-Furnished Property and Services

N/A

3.1 Government Services

N/A

3.2 Facilities

N/A

3.3 Equipment

9 March 2026

3.4 Materials and Information

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 required to perform the services identified within the

PWS.

4.2 Equipment

The Contractor shall furnish all equipment required to perform the services identified within the

PWS.

4.3 Materials

The Contractor shall furnish all materials required to perform the services identified within the

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 of performance.

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

4.5 Contractor Personnel

See HUDAR clause 2452.237-70 - Key Personnel in the Key Personnel section of the contract.

4.6 Identification of Contractor Employees

All Contractor/subcontractor personnel shall wear company picture identification badges so as to distinguish themselves from Government employees. When conversing with Government

10 March 2026 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.

5 Specific Tasks

Specific Tasks The Contractor shall provide the Department of Housing and Urban Development (HUD) with access to an online database that is recognized by HUD and the real estate industry and is accepted by lenders and owners as reliable and verifiable:

1. Home sales counts and average prices for the following sale types: new, regular resale, Real Estate Owned (REO) and existing homes. Data should be available for each sale type, as well as existing and total home sales.

2. Sales by Price Range: Counts of sales by price range in $50,000 increments for each sale type listed above.

3. Geography: Data should be available for the entire nation, each state, metropolitan area (MSA), county, and zip code. Data should be able to be aggregated by like geographies, such as a group of zip codes, counites, MSAs, or states. Data should be able to be dis-aggregated by like geographies, such as individual zip codes, counites, MSAs, or states.

4. Owner & buyer types: non-owner occupied buyers, owner occupied buyers, cash buyers, mortgage buyers.

5. Structure type: single-family detached, single-family attached (townhomes), condominiums, duplex and other -plexes, co-ops, mobile homes.

6. Historical time period: sales data should be available for each month, quarter, and year going back a minimum of 10 years, with historical data going back to 2009 or earlier preferred.

7. Time periods: sales counts, average prices, and sales by price range should be available for each month, quarter, and calendar year.

8. Report customization and formatting: the contractor should be able to develop customized reports that can be shared across HUD staff. Reports should be customizable by geographies, time periods, sale types, structure types, prices, and owner & buyer types.

a. Reports should be downloadable in a digital format that can be imported and analyzed in Microsoft Excel such as .csv or .xlsx

9. Individualized report customization and formatting: Individual HUD staff with limited or no training in database software or coding should be able to use a contractor-provided online

11 March 2026 interface to build customized reports. Reports should be customizable by geographies, time periods, sale types, structure types, prices, and owner & buyer types.

a. Reports should be downloadable in a digital format that can be imported and analyzed in Microsoft Excel such as .csv or .xlsx

10. A contractor that can also provide transaction level data is preferred. Transaction level data should have buyer name, seller name, property address, city, county, state, sale date, sale price, sale type, owner type, structure type, and lender.

11. Data should be provided electronically, updated at least twice per month, through an online platform, portal or web browser that is accessible on HUD computers using only standard, HUD-approved software applications. The platform should be accessible and user-friendly. HUD staff that are not proficient in database software should still be able to query and download data from the platform.

12. Individual log-in accounts for up to 50 HUD staff should be provided. Log-ins should be transferrable to any HUD staff and should not be limited to field economists or EMAD staff.

Unlimited downloads of data should be permitted. All users shall have access to all geographic areas.

13. A single contractor should be responsible for both providing the data and maintenance of the online platform, portal, or website that allows HUD staff to access the data.

14. The Contractor shall provide a contract/program/project manager who shall be responsible for assisting users with database use. This Technical Support shall consist of guidance and training for new and existing users and shall assist users in initial onboarding, accessing reports, and navigating the database. The contractor is to provide a phone accessible help desk to assist users during business hours. At HUD’s option, in addition to training and technical described above, HUD will require up to two group trainings which include all assigned users each calendar year. Trainings will be virtual and at a minimum should allow all assigned users to view a single computer screen, hear multiple speakers, and allow both with HUD and contractor speaking ability. Typically, trainings are accomplished using Microsoft TEAMS, or a similar platform. Each training may include assigned users, and up to 70 additional HUD staff and supervisors.

15. The Government shall be granted permission and full license to utilize, cite, and publish the data in its analyses and published reports. When contractor’s data is reproduced in a publication, it shall be cited accordingly.

16. The Contractor shall notify the Contracting Officer’s Representative (COR) prior to instituting substantial changes to the database that may affect its use as it relates to HUD’s subscription.

The Contractor’s manager shall provide a briefing to the COR and other database users, if so requested. This individual shall be designated in writing to the Contracting Officer seven business days after the contract award and prior to a change.

17. HUD requires usage reports. The usage report provides information on the present Fiscal year, October 1- September 30 and includes all assigned users. Upon request from the COR, the

12 March 2026 contractor shall provide periodic usage reports no more than once a quarter. The report shall be provided within three business days of written request from the COR. The final report will be submitted in excel spreadsheet format. The Acceptable Quality Level (AQL) is 100% within three business days with a two-day deviation. The Report should incorporate graphs that compare usage and allow the COR to review individual and aggregate staff use monthly & year to date.

18. Contractors are required to use and submit invoices after services have been received in the Invoice Process Platform (IPP). Vendors can enroll here: https://www.ipp.gov. Billing issues, questions, and invoices are to be directed to the assigned COR with copy to the Contracting Specialist and the Contracting Officer.

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 Online home sales data database Continuous access updated at least twice per month

6.1 Quality Control Plan

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 they assure themselves that their work complies with the requirements of the contract. The Contractor shall provide the associated Quality Control Plan to the Government as directed.

The Contractor shall develop, maintain, enforce, and document a Quality Control Plan (QCP).

The QCP shall ensure the Government receives a 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

13 March 2026 threshold established in the Government's QASP. The QCP shall address Quality Management

Approach, Quality Assurance, Quality Control, and Quality Standards.

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 [insert number of days] business days when changes are made thereafter.

6.2 Acceptance Criteria

Each contract deliverable shall meet the following inspection and acceptance criteria in addition to any "Inspection and Acceptance” contract terms and conditions:

• The online database should be accessible on HUD computers using only standard, HUD-approved software applications.

• Reports created through the online database should be downloadable in a digital format that can be imported and analyzed in Microsoft Excel such as .csv or .xlsx

7 Related Documents

• N/A