DU100H-12-Q-0002.pdf

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COMBINED SYNOPSIS/SOLICITATION

FOR COMMERCIAL ITEMS

HUD SINGLE FAMILY COST ESTIMATOR TOOL

General Information:

Document Type: Combined Solicitation/Synopsis

Solicitation Number: DU100H-12-Q-0002

Posted Date: September 11, 2012

Response Date: September 14, 2012

Set Aside: 100% Small Business Set-Aside

NAICS Code: 524291 Size Standard $7.0M

Contracting Office Address:

US Department of Housing & Urban Development

451 7 th Street SW Room 5256

Washington, D.C 20410-5000

Description:

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in

FAR subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued. Solicitation number DU100-H-12-Q-0002 is issued as a Request for Quote (RFQ). This

RFQ incorporates Federal Acquisition Regulation provisions and clauses in effect through Federal

Acquisition Circular 2005-60. IN ACCORDANCE WITH FAR SUBPART 19.5, THIS RFQ IS

100% SET ASIDE FOR SMALL BUSINESSES under NAICS code 524291.

The following provisions and clauses apply to this solicitation:

52.212-1, Instruction to Offerors – Commercial Items, and includes addenda to the provision as documented in the “Provisions & Clauses” section of this solicitation.

52.212-2, Evaluation-Commercial Items

52.212-3, Offeror Representations and Certifications -- Commercial Items. Offerors shall include a completed copy with their offer.

52.212-4 Contract Terms and Conditions -- Commercial Items

52.212-5 Contract Terms and Conditions Required To Implement Statutes Or Executive Orders --

Commercial Items.

Additional FAR clauses applicable to this solicitation are documented in the Provisions & Clauses section.

The U.S. Department of Housing and Urban Development (HUD) is soliciting quotes for a Cost Estimator

Tool and Training Support. It is the offerors responsibility to monitor the FedBizOpps

(https://www.fbo.gov/) website for the release of any amendments to this solicitation.

All interested companies shall provide a quotation for the following line items FOB Destination, Inspection / Acceptance at Destination by Government:

BASE PERIOD: September 20, 2013 – September 19, 2014

CLIN

ITEM

NUMBER

SUPPLIES/

SERVICES DESCRIPTION

UNIT OF

ISSUE

QUANTITY

UNIT

PRICE

TOTAL

PRICE ($)

0001 Cost Estimator Subscription

Access / Subscription Fees Each 500

0002 Training Each 4 $

TOTAL

OPTION PERIOD 1: September 20, 2014 – September 19, 2015

NUMBER

SUPPLIES/

SERVICES DESCRIPTION

UNIT OF

ISSUE

QUANTITY

UNIT

PRICE

TOTAL

PRICE ($)

1001 Cost Estimator Subscription

1002 Training Each 4 $

OPTION PERIOD 2: September 20, 2015 – September 19, 2016

NUMBER

SUPPLIES/

SERVICES DESCRIPTION

UNIT OF

ISSUE

QUANTITY

UNIT

PRICE

TOTAL

PRICE ($)

2001 Cost Estimator Subscription

2002 Training Each 4 $

OPTION PERIOD 3: September 20, 2016 – September 19, 2017

NUMBER

SUPPLIES/

SERVICES DESCRIPTION

UNIT OF

ISSUE

QUANTITY

UNIT

PRICE

TOTAL

PRICE ($)

3001 Cost Estimator Subscription

3002 Training Each 4 $

PERIOD 4: September 20, 2017 – September 19, 2018

SUPPLIES/ UNIT OF

ISSUE

QUANTITY

UNIT

PRICE

PRICE ($)

NUMBER SERVICES DESCRIPTION ($)

4001 Cost Estimator Subscription

4002 Training Each 4 $

INVOICING INSTRUCTIONS: Monthly / 30 days in arrears.

Provision 52.212-2, Evaluation-Commercial Items (FEB 2012) applies to this acquisition.

(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate offers:

(1) Technical Capability

(2) Past Performance

(3) Price

Technical Capability: Evaluation of the Technical Capability shall be based on the information provided in the quotation. The quote shall address all Salient Characteristics / Specifications and training support requirements (described below).

Salient Characteristics / Specifications:

Minimum Requirements (Specifications): The cost estimating database shall incorporate and provide the following characteristics:

1. The Contractor shall provide access to an internet-based cost estimating service, backed by an accurate and comprehensive proprietary database.

2. The cost estimator database shall contain verifiable, consistent, supportable, and reliable localized information which is independently researched, and shall include component level pricing aligned to the 5-digit ZIP code (including Puerto

Rico and the U.S. protectorates).

3. The database data elements shall be updated at least quarterly in order to reflect timely and accurate local supply issues and cost factors. NOTE: The cost estimate shall not be a factor of a national average, nor shall it be a compilation of pricing from building service providers.

4. The database shall be able to accept additional data elements, materials, and work products into the database delivered to HUD.

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

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

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

8. The database shall generate and produce credible estimates consistent with industry standards to provide repair, replacement, maintenance or improvement costs on residential, single family one-to-four unit properties and must contain authenticated, precise, validated and localized national building costs that are representative of local market costs and conditions.

9. The database shall be simple to access, and should require minimal steps, actions, and operations in order to develop a usable and repeatable estimate for common and customary activities and assemblies.

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

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

12. Each cost estimate shall be able to be printed, saved and stored. Saved estimates shall be able to be transferred as a document or otherwise up-loaded to the

Property Management and Marketing Administration System, and permanently stored within each specific FHA case record.

13. The database shall maintain files of saved HUD generated estimates that can be accessed by users.

14. The database shall provide unlimited individual service access for HUD users.

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

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

17. The database shall provide a cost estimating and cost estimate generating, assembling, storing and reporting service. The cost estimating service must be currently available to and utilized by the Mortgage, Insurance, Construction, and

Preservation and Protection industries to produce, compare, verify, and/or validate repair, maintenance, renovation, and construction items or preservation and protection services, for single family one to four unit housing throughout the

United States, Puerto Rico, and the U.S. Protectorates.

18. Completed estimates shall include at a minimum, recording of the following data elements:

FHA case number (unique identifier)

Name of the Requestor

Date of Request

Property Address with Zip Code

19. The database shall provide elements and functional capability to derive and develop standard reports.

20. The database shall provide reporting capabilities to include quantitative data statements. The reports shall identify, at a minimum, monthly user activity such as initial access and number of estimates generated. The database shall be able to provide diagnostic and investigative reports regarding industry trends, as changes are recognized as well as, adhoc reports that can be produced via on line data query, capable of quantification or segregation of elements of cost items or usage data.

21. The database shall be available 24 hours, seven days a week.

User Names/Passwords/System Access:

1. The contractor shall provide unlimited, real-time access for up to 500 users. Users will be identified, approved and submitted by HUD.

2. Database access shall be secure and private, accessible through controls such as user names and passwords.

3. The database cost items shall be made available by other parties, such as related industry

TRAINING & SUPPORT

Training & Support: The contractor shall provide technical assistance, customer support, and systems training required to instruct, educate, and assist HUD employees and contractors to utilize and operate the cost estimating database, cost estimating service, and reporting functions.

The contractor shall provide four on-line webinars to demonstrate and provide training on the system experienced and unexperienced users. The contractor will coordinate the training schedule with the Government Technical Monitor (GTM).

Past Performance: The offeror shall demonstrate record, as confirmed by references, of successful past performance of the same or similar work in complex, large-scale federal government organizations. The

Offeror shall identify three (3) of their most recent contracts, on the Past Performance Evaluation Survey form / survey, either on-going or completed not more than three (3) years from the date the quotations are due.

In the case of an offeror without a record of relevant past performance or for whom information on past performance is not available, the offeror may not be evaluated favorably or unfavorably on past performance.

Price: Quoted price will be evaluated for reasonableness and completeness based on adequate price competition and / or comparison with the Government independent estimate.

Basis for Award: Lowest Price Technically Acceptable (LPTA). The award will be made on the basis of the lowest evaluated price of quotations meeting or exceeding the acceptability standards for non-cost factors.

An award will be made without discussions however, the Government reserves the right to hold discussions if deemed necessary.

(b) Options. The Government will evaluate offerors for award purposes by adding the total price for all options to the total price for the the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer’s specified expiration time, the Government may accept an offeror(or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawl is received for award.

(End of Provision)

PROVISIONS & CLAUSES:

The following clauses are hereby incorporated by reference as indicated below:

52.212-1 INSTRUCTIONS TO OFFERORS – COMMERCIAL ITEMS (FEB 2012)

ADDENDUM TO FAR 52.212-1, INSTRUCTIONS TO OFFERORS – COMMERCIAL

ITEMS (FEB 2012)

The provision at 52.212-1 is hereby tailored to modify the following elements of the provision:

QUOTATION INSTRUCTIONS

In accordance with FAR clause 52.204-7, the awardee must be registered in the System for Award

Management (https://www.sam.gov/portal/public/SAM/) prior to award. Refusal to register shall forfeit award.

All vendors shall submit the following:

1) A description of the technical capabilities as they relate to the Salient Characteristics /

Specifications and Training Support requirements;

2) Past Performance Surveys. The Offeror shall fill out the top part of the survey through item number 6 and mail the survey to the identified reference and send a copy of the partially completed form with the quotation submission on September 14, 2012 at 3:00 PM EST. (See attachment A).

3) A price quotation which addresses Line Items 0001-4002.

4) Offeror shall include a completed copy of the provision FAR 52-212-3 Offeror

Representations and Certifications- Commercial Items (APR 2012) which can be accessed electronically from the INTERNET at the following address:

https://www.sam.gov/portal/public/SAM/

Offers will be due September 14, 2012 by 3:00 PM EST. Offerors shall submit offers in one electronic version. Offers are to be emailed to demetress.e.stringfield@hud.gov. All quotes must have in the subject line: DU100H-12-Q-0002: Cost Estimator Quote.

Offers will be reviewed exclusively based upon information submitted. If the information submitted does not address all required Salient Characteristics / Specifications and Training & Support requirements, the offer will be rated “Technically Unacceptable”. The Government intends to award a contract as a result of this combined synopsis/solicitation that will include the terms and conditions that are set forth herein. In order to facilitate the award process, ALL quotes shall include a statement regarding the terms and conditions herein as follows:

The offeror shall state “The terms and conditions in the solicitation are acceptable to be included in the award document without modification, deletion, or addition.”

OR

The offeror shall state “The terms and conditions in the solicitation are acceptable to be included in the mailto:demetress.e.stringfield@hud.gov award document with the exception, deletion, or addition of the following:”

Offer shall list exception(s) and rationale for the exception(s).

Please note that this procurement is not being conducted under GSA Federal Supply Schedule (FSS) program or another Government-Wide Area Contract (GWAC). If an offer submits a quotation based upon an FSS or GWAC, the Government will accept the quoted price. However, the terms and conditions stated herein will be included in any resultant contract, not the terms and conditions of the FSS or GWAC, and the statement required above shall be included in the quotation.

52.212-4 CONTRACT TERMS AND CONDITIONS—COMMERCIAL ITEMS (FEB 2012)

FAR 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT

STATUTES OR EXECUTIVE ORDERS-COMMERCIAL ITEMS (AUG 2012)

The following clauses are hereby incorporated by reference:

52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Aug 2012)

52.209-6, Protecting the Government’ Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment (Dec 2010)

52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Feb

2012)

52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (May 2012)

52.219-6, Notice of Total Small Business Aside (Nov 2011)

52.219-8, Utilization of Small Business Concerns (Jan 2011)

52.219-28, Post Award Small Business Program Representation (Apr 2012)

52.222-3 Convict Labor (June 2003)

52.222-19, Child Labor-Cooperation with Authorities and Remedies (Mar 2012)

52.222-21, Prohibition of Segregated Facilities (Feb 1999).

52.222-26, Equal Opportunity (Mar 2007)

52.222-35, Equal Opportunity for Veterans (Sep 2010)

52.222-36, Affirmative Action for Workers with Disabilities (Oct 2010)

52.222-37, Employment Report on Veterans (Sept 2010)

52.232-33, Payment by Electronic Funds Transfer – Central Contractor Registration (OCT 2003)

52.216-1 Type of Contract (Apr 1984) – Firm Fixed Price

52.217-5 Evaluation of Options (Jul 1990)

52.217-8 Option to Extend Services (Nov 1999) - 30 days, before the end of contract expiration.

52.217-9 Option to Extend the Term of the Contract (Mar 2000) – 30 days; 30 days before the end of the current contract period; 60 months

52.232-33 Payment by Electronic Funds Transfer--Central Contractor Registration (Oct. 2003)

52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998)

52.252-2 Clauses Incorporated by Reference (Feb 1998)

52.253-1 Computer Generated Forms (Jan 1991)

FAR & HUDAR Provisions and Clauses may be found at http://farsite.hill.af.mil/.

HUDAR & AGENCY SPECIFIC CLAUSES & PROVISIONS

THE FOLLOWING CLAUSES ARE INCORPORATED BY REFERENCE:

2452.232-70 PAYMENT SCHEDULE AND INVOICE SUBMISSION (FIXED-PRICE) (FEB 2006)

2452.246-70 INSPECTION AND ACCEPTANCE (FEB 2006)

THE FOLLOWING CLAUSES ARE INCORPORATED IN FULL REFERENCE:

2452.209-72 ORGANIZATIONAL CONFLICTS OF INTEREST (APR 1984)

(a) The Contractor warrants that to the best of its knowledge and belief, and except as otherwise disclosed, he or she does not have any organizational conflict of interest which is defined as a situation in which the nature of work under a Government contract and a Contractor's organizational, financial, contractual or other interests are such that:

(1) Award of the contract may result in an unfair competitive advantage; or

(2) The Contractor's objectivity in performing the contract work is or might be otherwise may be impaired.

(b) The Contractor agrees that if after award he or she discovers an organizational conflict of interest with respect to this contract, he or she shall make an immediate and full disclosure in writing to the

Contracting Officer which shall include a description of the action which the Contractor has taken or intends to take to eliminate or neutralize the conflict. The Government may, however, terminate the contract for the convenience of the Government if it would be in the best interest of the Government.

(c) In the event the Contractor was aware of an organizational conflict of interest before the award of this contract and intentionally did not disclose the conflict to the Contracting Officer, the Government may terminate the contract for default.

(d) The provisions of this clause shall be included in all subcontracts and consulting agreements wherein the work to be performed is similar to the service provided by the prime contractor. The Contractor shall include in such subcontracts and consulting agreements any necessary provisions to eliminate or neutralize conflicts of interest.

(End of clause)

2452.237-73 CONDUCT OF WORK AND TECHNICAL GUIDANCE (FEB 2006)

(a) The Government Technical Representative (GTR) for liaison with the contractor as to the conduct of work is Beverly.Ashby@hud.gov, (202) 402-6053 or a successor designated by the Contracting Officer.

The Contracting Officer will notify the contractor in writing of any change to the current GTR's status or the designation of a successor GTR.

http://farsite.hill.af.mil/

(b) The GTR will provide guidance to the contractor on the technical performance of the contract. Such guidance shall not be of a nature which:

(1) Causes the contractor to perform work outside the statement of work or specifications of the contract;

(2) Constitutes a change as defined in FAR 52.243 1;

(3) Causes an increase or decrease in the cost of the contract;

(4) Alters the period of performance or delivery dates; or

(5) Changes any of the other express terms or conditions of the contract.

(c) The GTR will issue technical guidance in writing or, if issued orally, he/she will confirm such direction in writing within five calendar days after oral issuance. The GTR may issue such guidance via telephone, facsimile (fax), or electronic mail.

(d) Certain of the GTR's duties and responsibilities may be delegated to one or more Government

Technical Monitors (GTMs) (see HUDAR subpart 2402.1). The Contracting Officer will notify the contractor in writing of the appointment of any GTMs.

(e) Other specific limitations:

(f) The contractor shall promptly notify the Contracting Officer whenever the contractor believes that guidance provided by any government personnel, whether or not specifically provided pursuant to this clause, is of a nature described in paragraph (b) above.

(End of clause)

2452.239-71 INFORMATION TECHNOLOGY VIRUS SECURITY (FEB 2006)

a) The contractor hereby agrees to make every reasonable effort to deliver information technology products to HUD free of known computer viruses. The contractor shall be responsible for examining all such products prior to their delivery to HUD using software tools and processes capable of detecting all known viruses.

(b) The contractor shall include the following statement on deliveries of hardware, software, and data products, including diskettes, made under this contract:

[product description, part/catalog number, other identifier, and serial number, if any]

This product has been scanned for known viruses using [name of virus-screening product, including version number, if any] and is certified to be free of known viruses at the time of delivery."

(c) The Contracting Officer may assess monetary damages against the contractor sufficient to compensate

HUD for actual or estimated costs resulting from computer virus damage or malicious destruction of computer information arising from the contractor's failure to take adequate precautions to preclude delivery of virus-containing products in the delivery of hardware, software, or data on diskettes under this contract.

(d) This clause shall not limit the rights of the government under any other clause of this contract.

(End of clause)

Attachment A

Past Performance Evaluation Survey

FROM: _________________________________ TITLE: _______________________

FIRM/ORGANIZATION: ___________________________________________________________

(Reference Insert Name, title, Firm or Organization)

(1) NAME AND ADDRESS OF OFFEROR: ___________________________________________

(2) CONTRACT NUMBER OR IDENTIFIER: ________________________

(3) AWARD DATE: ________________ (4) COMPLETION DATE: _____________

(5) VALUE: ________________________

(6) DESCRIPTION OF SERVICES RENDERED: ____________________________

Please rate the company listed in 1 above on the contract(s) listed in 2 above. Please provide comments for ratings of excellent, poor, or unsatisfactory for your answers to be understood. See next page for performance rating guidelines. Detailed comments are the most useful in the evaluation process. Your name will not be shared with the firm evaluated, but any adverse results that they are unaware of will be provided to them for comment only.

A. QUALITY OF PRODUCTS AND SERVICES:

[ ] Excellent [ ] Good [ ] Fair [ ] Poor [ ] Unsatisfactory

Comments:

B. TIMELINESS OF PERFORMANCE:

C. BUSINESS RELATIONS:

D. COST CONTROL

E. WOULD YOU SELECT THIS FIRM AGAIN AND WHY? [ ] Yes [ ] No

Preparer’s printed/Typed Name:

Signature: _______________________________________________________

Date: _____________

Preparer’s Telephone Number: ____________________

PERFORMANCE RATING GUIDELINES

If a factor is not applicable (for example, Cost Control on a Fixed-Price Contracts), then mark that factor as N/A in the comments on the rating sheet.

MEASUREMENT

CATEGORIES

AND

APPROPRIATE

CRITERIA

QUALITY OF

PRODUCTS

AND

SERVICES

Compliance with requirement s

Accurate reporting

Use of appropriate personnel

Technical excellence

TIMELINESS OF

PERFORMANCE

Performance milestones & delivery schedules reliably met

Responsive to technical direction

Timely completion, including wrap-up & contract admin

No liquidated damages

COST CONTROL

Performance within budget/targeted costs

Current, accurate and complete billings

Actual costs in line with negotiated costs

Cost efficient

No change orders due to poor cost control

BUSINESS

RELATIONS

Effective management

Businesslike communications

Prompt notification of problems

Reasonable, cooperative, flexible, pro-active

Effective small/small disadvantaged business subcontracting

EXCELLENT There were no quality problems.

There were no delays.

There were no cost issues.

Responses to inquiries and technical/service issues were consistently effective and responsive.

GOOD Nonconforman ce had no effect on achievement of contract requirements.

Delays had no effect on achievement of contract requirements.

Cost issues had no effect on achievement of contract requirements.

Responses to inquiries and technical/service issues were usually effective and responsive.

FAIR Nonconforman ce required minor resources to ensure achievement of contract requirements.

Delays required minor resources to ensure achievement of contract requirements.

Cost issues required minor resources to ensure achievement of contract requirements.

Responses to inquiries and technical/service issues was occasionally effective and responsible.

POOR Nonconforman ce required

Delays required significant resources

Cost issues required significant resources

Responses to inquiries and significant resources to ensure achievement of contract requirements.

to ensure achievement of contract requirements.

to ensure achievement of contract requirements.

technical/service issues were marginally effective and responsive.

UNSATISFACT

ORY

Nonconforman ce compromised achievement of contract requirements.

Delays compromised

Compliance with contract requirements.

Cost issues compromised achievement of contract performance requirements.

Responses to inquiries and technical/service issues were consistently ineffective and unresponsive.

File details come from the government source that posted it. Updated .