RFP No. DUR100-12-R-0001.pdf

U.S. Department of Housing and Urban Development Washington, D.C. 20410

OFFICE OF THE CHIEF PROCUREMENT OFFICER

Visit our web page at http://www.hud.gov/offices/cpo/index.cfm

May 29, 2012

Reference: Sollicitation No. DUR100R-12-0001

To: Prospective Offerors

The U. S. Housing and Urban Development intend to award an 8(a) requirement to provide Post Closing Portfolio Management Support Services. This solicitation is being process under the authority of the Partnership Agreement (PA) between the Department of Housing and Urban Development (HUD) and the Small Business Administration (SBA), under which the SBA has delegated to HUD, authority to enter into 8(a) contracts directly with eligible 8(a) firms.

The PA implements innovative and effective methodology designed to streamline the acquisition process for awards under the 8(a) program.

Any solicitation and subsequent awards processed under the referenced PA, Office of the Chef Procurement Officer intend to make an award directly to the 8(a) firm. SBA will retain responsibility for the 8(a) certifications, 8a eligible determination and related issues, and providing counseling and assistance to the 8a contractor under the 8(a) program.

If you have any questions pertaining to this PA, please contact Office of the Chief Procurement Officer (OCPO), 451 7th Street, Washington, DC 20410, Brenda K. Lee at 202-402- 3504 or via email brenda.k.lee@hud.gov.

To facility communication, it is requested that the 8(a) participant submitting this offer/bid provide the following information regarding the firm’s cognizant servicing Small Business Administration (SBA) office.

Servicing SBA Officer _____________________________________________ Address ______________________________________________

Cognizant SBA Business Opportunity Specialist Name

Phone _____________________ mailto:brenda.k.lee@hud.gov

Proposals are being solicited only from 8 (a) firms on a competitive basis who can satisfy the requirement contained in the Performance Work Statement.

The NAICS code is 523920 “Portfolio Management 541511 and the size standards is $7M.

Offerors shall direct all communications to the attention of:

Brenda K. Lee, Contracting Officer U.S. Department of Housing and Urban Development 451 7th Street, Room 5256 Washington DC 20410 Telephone: 202-402-3504 brenda.k.lee@hud.gov

**Noted: ELETRONIC PROPOSAL ARE NOT ACCEPTED.

SEE ATTACHMENT F FOR PACKAGING AND DELIVER OF PROPOSAL AND NO

TELEPHONE INQUIRY

RFP Questions: Offerors may submit questions to Brenda Lee via email. Please Reference the specific area and location in the solicitation or Performance Work Statement when asking a question. All questions must be submitted no later than Thursday June 7, 2012 4:00 pm Eastern Time.

RFP DUE DATE: Responses to this RFP, both technical and business proposal must be submitted no later than Thursday June 28, 2012, 3:00 PM Eastern Time.

This RFP does not commit the Government to pay any costs incurred in the preparation or the submission of your quotation or to contract for the supplies or services.

Sincerely, /signature/

Brenda K. Lee Contracting Officer, OCPO, HUD mailto:brenda.k.lee@hud.gov

DU100R-12-R-0001

SOLICITATION, OFFER AND AWARD

4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

1 65

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

CAUTION: LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

(Date)(Hour) local timeuntildepository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRS., CONDS., AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

H

G

F

E

D

C

B

A

SEC. DESCRIPTION PAGE(S) (X) DESCRIPTION SEC. (X)

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXT.NUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

CALENDAR DAYS (%)30 CALENDAR DAYS (%)20 CALENDAR DAYS (%)10 CALENDAR DAYS (%)

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

designated point(s), within the time specified in the schedule.

by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the

12. In compliance with the above, the undersigned agrees, if this offer is accepted within ______________ calendar days (60 calendar days unless a different period is inserted

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 24. ADMINISTERED BY (If other than Item 7)

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

41 U.S.C. 253 (c) ( 10 U.S.C. 2304 (c) (

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED

AWARD (To be completed by government)

CODE

RCS-H-12-0000805/29/2012

X

NPR

US DEPARTMENT OF HUD

OFFICE OF THE CHIEF PROCUREMENT

OFFICER

451 SEVENTH STREET SW

ROOM 5256

WASHINGTON DC 20410-1000

To All Prospective Offerors

WASHINGTON D.C. 1500 ES 06/28/2012

BRENDA K. LEE 202

brenda.k.lee@hud.gov

402-3504

X

X

X

X

X

X

X

X

X

X

X

X

X

PAGE(S)

BRENDA K. LEE

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 65

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

DU100R-12-R-0001

(A) (B) (C) (D) (E) (F)

POST CLOSING PORTFOLIO MANAGEMENT SUPPORT TO M2M

PROGRAM

1001 BASE PERIOD: Existing Properties

1002 BASE PERIOD: New Properties

1003 BASE PERIOD: Maintain PCPM Database

1004 BASE PERIOD: Updates and Improvements to PCPM

Database

1005 BASE PERIOD: Monthly Summary Letter and Ad-hoc reports

1006 BASE PERIOD: Special Assignments

1007 BASE PERIOD: Owner re-reviews

1008 BASE PERIOD: Travel Reimbursement

2001 OPTION PERIOD 1 New Properties

(Option Line Item)

2002 OPTION PERIOD 1: Existing Properties

(Option Line Item)

2003 OPTION PERIOD 1: Maintain PCPM Database

(Option Line Item)

2004 OPTION PERIOD 1: Updates and Improvements to PCPM

Database

(Option Line Item)

2005 OPTION PERIOD 1: Monthly Summary Letter and

Ad-hoc reports

(Option Line Item)

Continued ...

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

NSN 7540-01-152-8067

3 65

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

DU100R-12-R-0001

(A) (B) (C) (D) (E) (F)

2006 OPTION PERIOD 1 Special Assignments

(Option Line Item)

2007 OPTION PERIOD 1: Owner re-reviews

(Option Line Item)

2008 OPTION PERIOD 1 Travel Reimbursement

(Option Line Item)

3001 OPTION PERIOD 2: Existing Properties

(Option Line Item)

3002 OPTION PERIOD 2 New Properties

(Option Line Item)

3003 OPTION PERIOD 2: Maintain PCPM Database

(Option Line Item)

3004 OPTION PERIOD 2: Updates and Improvements to PCPM

Database

(Option Line Item)

3005 OPTION PERIOD 2:Updates and Improvements to PCPM

Database

(Option Line Item)

3006 OPTION PERIOD 2 Special Assignments

(Option Line Item)

3007 OPTION PERIOD 2: Owner re-reviews

(Option Line Item)

3008 OPTION PERIOD 2 Travel Reimbursement

(Option Line Item)

4001 OPTION PERIOD 3:Existing Properties

(Option Line Item)

Continued ...

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

4 65

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

DU100R-12-R-0001

(A) (B) (C) (D) (E) (F)

4002 OPTION PERIOD 3 New Properties

(Option Line Item)

4003 OPTION PERIOD 3: Maintain PCPM Database

(Option Line Item)

4004 OPTION PERIOD 3: Updates and Improvements to PCPM

Database

(Option Line Item)

4005 OPTION PERIOD 3 Monthly Summary Letter and Ad-hoc reports

(Option Line Item)

4006 OPTION PERIOD 3 Special Assignments

(Option Line Item)

4007 OPTION PERIOD 3: Owner re-reviews

(Option Line Item)

4008 OPTION PERIOD 3 Travel

(Option Line Item)

5001 OPTION PERIOD 4: :Existing Properties

(Option Line Item)

5002 OPTION PERIOD 4 New Properties

(Option Line Item)

5003 OPTION PERIOD 4: Maintain PCPM Database

(Option Line Item)

5004 OPTION PERIOD 4: Updates and Improvements to PCPM

Database

(Option Line Item)

5005 OPTION PERIOD 4: Monthly Summary Letter and

Ad-hoc reports

Continued ...

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

5 65

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

DU100R-12-R-0001

(A) (B) (C) (D) (E) (F)

(Option Line Item)

5006 OPTION PERIOD 4 Special Assignments

(Option Line Item)

5007 OPTION PERIOD 4: Owner re-reviews

(Option Line Item)

5008 OPTION PERIOD 4 Travel

(Option Line Item)

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

PART I – THE SCHEDULE

SECTION B – SUPPLIES OR SERVICES/PRICES

B.1. DESCRIPTION OF SERVICES

B.2. CONTRACT TYPE…………………………………………………………………………………8

B.3. PRICE/COST

B.4. PRICING SCHEDULE

B.5. CONTRACT PRICING SHEET

SECTION C - DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1. PERFORMANCE WORK STATEMENT

C.2. REPORTING REQUIREMENTS/DELIVERABLES

SECTION D - PACKAGING, MARKING AND SHIPPING

D.1. PACKAGING, MARKING AND SHIPPING…………………………………………………

SECTION E - INSPECTION AND ACCEPTANCE

E.1. CLAUSES INCORPORATED BY REFERENCE……………………………………………….9

SECTION F - DELIVERIES OR PERFORMANCE…………………………………………………10

F.1. CLAUSES INCORORATED BY REFERENCE 52.252-2 (FEB 1998)

F.2. PERIOD OF PERFORMANCE

F.3. PLACE OF PERFORMANCE

F.4. DELIVERIES

SECTION G - CONTRACT ADMINISTRATION DATA

G.1. HUDAR 2452.237-73 CONDUCT OF WORK AND TECHNICAL GUIDANCE (FEB 2006)

G.2. KEY PERSONNEL HUDAR 2452.237-70 (FEB 2006)

G.3. INVOICE SUBMISSION

G.4. GOVERNMENT-FURNISHED DATA AND MATERIALS

G.5. CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM (CPARS)

G.6. TRAVEL COSTS

G.7. GOVERNMENT INFORMATION/GOVERNMENT-FURNISHED

INFORMATION

SECTION H –SPECIAL CONTRACT REQUITEMENTS……………………..…………………...19

H.1. SECTOPM 508 COMPLIANE……………………………………………………………… …19

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

I.1. FAR CLAUSE 52.252-2 CLAUSE INCORPORATED BY REFERENCE. (FEB 1998)

I.2. FAR CLAUSE 52.217-8 OPTION TO EXTEND SERVICES (November 1999)

I.3. FAR CLAUSE 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT

(March 2000) I.4. 52.219-18 NOTIFICATION OF COMPETITION LIMITED TO ELIGIBLE 8(a) CONCERNS.(June 2003)

I.5. FAR CLAUSE 52.252-6 AUTHORIZED DEVIATION IN CLAUSE. (APR 1984)

I.6. FAR CLAUSE 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB

1999)

I.7. FAR 52.203-14 DISPLAY OF HOTLINE POSTER(S) (Dec 2007)……………………...……23

U.S. DEPARTMENT OF DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT

ACQUISITION REGULATION (HUDAR) 48 CFR CLAUSES

I.8. HUDAR 2452.209-72 ORGANIZATIONAL CONFLICTS OF INTEREST

(APR 1984)

I.9. HUDAR 2452.209-70 POTENTIAL ORGANIZATIONAL CONFLICTS OF INTEREST (FEB

2000)

I.10. HUDAR 2452.203-70 PROHIBITION AGAINIST THE USE OF FEDERAL EMPLOYEES

(FEB 2006)

I.11. HUDAR, 2452.237-77 OBSERVANCE OF LEGAL HOLIDAYS AND CLOSURE OF HUD

FACILITIES (FEB 2006)

I.12. HUDAR 2452.237-75 ACCESS TO HUD FACILITIES

I.13. HUDAR 52.244-2 SUBCONTRACTS (OCT 2010)

I.14. HUDAR 2452.239-70 ACCESS TO HUD SYSTEMS:

I.15. HUDAR 2452.251-70 CONTRACTOR EMPLOYEE TRAVEL

I.16. HUDAR 2452.219-72 SECTION 8(a) DIRECT AWARDS (DEVIATION

PART III LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J – LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS…………..38

PART IV - REPRESENTATIONS AND INSTRUCTIONS

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF

OFFERORS

K.1.FAR 52.204-8 ANNUAL REPRESENTQTIONS AND CERTIFICATIONS……………..…

K.2. SPECIAL INSTRUCTION REGARDING LOBBYING DISCLOSURES (AS2112) …………43

K.3. FAR CLAUSE 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS

(APR 2010)

K.4. FAR 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999)44

K.5. FAR 52.209-7 INFORMATION REGARDING RESPONSIBIITY MATTERS (Feb 2012) .49

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

GENERAL INFORMATION

L.1. 52.215-1 INSTRUCTIONS TO OFFERORS-COMPETITIVE OFFERORS

L,2. 52.252-1 – SOLICITATION PROVISION INCORORATED BY REFERENCE

L.3. NAICS CODE AND SIZE STANDARD

L.4. 52.216-1 TYPE OF CONTRACT (Apr 1984)

L.5. NUMBER OF AWARDS

L.6. NOTICE OF 8(a) COMPETITIVE SET-ASIDE

L.7. COMMUNICATIONS PRIOR TO CONTRACT AWARD

L.8. RELEASE OF INFORMATION

L.9. PREPARATION COSTS

L.10. INTENT TO SUBMIT A PROPOSAL

L.11. SOLICITATION AMENDMENTS

INSTRUCTIONS TO OFFERORS

L.12. GENERAL INSTRUCTIONS

INTRODUCTION

L.13. AUTHORIZED OFFICIAL AND SUBMISSION OF PROPOSAL

L.14. PACKAGING AND DELIVERY OF PROPOSAL

L.15. TECHNICAL PROPOSAL INSTRUCTIONS

L.16. VOLUME 1 –TECHNICAL PROPOSAL INSTRUCTIONS

L.16.1. FACTOR 1 - REVELANT EXPERIENCE

L.16.2. FACTOR 2 - MANAGEMENT APPROACH

L.16.3. FACTOR 3 - TECHNICAL UNDERSTANDING/APPROACH

L.16.4. FACTOR 3 – PAST PERFORMANCE

L.17. VOLUME 2 – BUSINESS PROPOSAL

L.17.1 STANDARD FORM (SF) 33

L.17.2. PRICING APPROACH

L.17.3. PRICING

L.18. LETTER OF COMMITMENT (Subcontractors)

L.19. EVALUATION OF PROPOSALS

L.20. POTENTIAL AWARD WITHOUT DISCUSSION

L.21. SUBCONTRACTORS

SECTION M - EVALUATION PROCESS FOR AWARD

M.1. GENERAL INFORMATION

M.2. SOURCE SELECTION………………………………………………………………………..63

M.3 TECHNICAL EVALUATION

M.4. PRICE/COST ANALYSIS

M.5. DETERMINATION OF COMPETITIVE RANGE

M.6. TECHNICAL EVALUATION CRITERIA

M.7. FACTOR 1 - RELEVANT EXPERIENCE

M.8. FACTOR 2: MANAGEMENT APPROACH

M.9. FACTOR 3: STAFFING PLAN/KEY PERSONNEL

M.10. FACTOR 4: TECHNICAL UNDERSTANDING/APPROACH

M.11. FACTOR 5 - PAST PERFORMANCE

M.12. EVALUATION OF OPTIONS

PART I – THE SCHEDULE

SECTION B – SUPPLIES OR SERVICES/PRICES

B.1. DESCRIPTION OF SERVICES

Except as specifically indicated otherwise in this contract, the contractor shall provide all personnel, materials, equipment, and facilities necessary to perform the services described in the performance work statement contained in article C.1 of this contract.

B.2. CONTRACT TYPE

This is a 100% competitive Small Business (8a) set-aside aside Hybrid type definitive contract with a 12 month base period plus 4 one year option periods for the Department of Housing and Urban Development (HUD).

This is a single award for Post Closing Portfolio Management (PCPM) Support utilizing FAR Part 19.502-2, and FAR Part 15 of the Federal Acquisition Regulation.

B.3. PRICES/COST

The total fixed price line items are for this contract is $ TBD The ceiling for the level of effort/labor contract line items is $ TBD The total contract value is $ (TBD at award if all options are exercised). $TBD

B.4. PRICING SCHEDULES

The pricing sheet for the Firm Fixed Price (FFP) line item and the labor hour/level of effort are incorporated in Section J under List of Attachments, Attachment B for the Pricing Sheet.

The Firm Fixed Price (FFP) line item under this contract, the applicable unit price for each fixed price line item shall be the unit price for the time period in which the services are estimated to be performed. The price(s) specified in FFP task under this contract is/are fixed and not subject to adjustment.

The pricing schedules for the labor categories shall contain loaded hourly rates for the contractor site. The loaded hourly rates for each labor category shall be fully burdened to include wages, indirect costs, fringe benefits, overhead, general and administrative, and profit (excluding travel).

See Attachment C “Detailed Labor Categories a list of labor categories the Government anticipates will be necessary to perform the tasks under this contract. The unit prices specified in Section 3.3 Special Assignments of the Performance Work Statement shall be fixed for the period of performance and shall not be subject to adjustment; except, as a result of a direct action or inaction by the Government which delays the Contractor from completing the contract.

However, in no event shall the Contractor perform, or be paid for any work which exceeds the not-to exceed dollar amount of the line item.

The hours contained in this RFP are government estimates only.

Each Time and Material or Labor Hour task shall contain a ceiling price. The Contractor shall comply with FAR 52.232-7 in regards to the ceiling price for the contract.

B.5. CONTRACT PRICING SHEET - is located in Section J Attachment B for this contract.

SECTION C - DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1. PERFORMANCE WORK STATEMENT

The Performance Work Statement is located in Section J as Attachment A.

C.2. REPORTING REQUIREMENTS/DELIVERABLES

The Contractor shall provide the following reports as outlined below:

Schedule of Reporting Requirements/Deliverables

All reports required herein shall be submitted in electronic format. In addition, one (1) hardcopy of each report shall be submitted to the GTM, unless otherwise specified.

Activity Deliverable Delivery Date

Preliminary SCA

(PSCA)

The Contractor shall provide within 90 days the downloading AFS data, a preliminary SCA (PSCA) for each property in the assigned portfolio to the appropriate HUD PM via the Dashboard for approval.

Due within 90 days of downloading the AFS data and thereafter.

Final SCA

(FSCA)

The Contractor shall deliver a Final CA (FSCA) within 150 days for each property in the assigned portfolio to the appropriate HUD PM via the PCPM Dashboard for approval.

Due within 150 days upon acquiring the HUD PM approval of PSCA and thereafter.

FSCA (hard copy)

The Contractor shall deliver a hard copy of the Owner version of the FSCA to the Owner of record and as specified by the GTR necessary data to the Notes Servicer within 30 days of FSCA approval by HUD PM The Contractor shall provide documentation of correspondence to be sent to the Owner of record and/or other key parties as well as copy of PSCA and FSCA.

These documents are to be available online and on demand via the Dashboard.

Upon acquiring HUD PM approval of the FSCA and thereafter.

REAC/FASS

Submission Data

The Contractor shall provide in accordance with Task A.1 of the Statement of Work.

Due the 15 day of each month and thereafter.

OAHP Data Updates

The Contractor shall provide in accordance with Task A.2 of the Statement of Work.

Due within 30 days after contract award.

Loan Servicer Data

The Contractor shall provide in accordance with Task A.3 of the Statement of Work.

Due the 15 day of each month and thereafter.

Baseline Data The Contractor shall provide in accordance with Task A.4 of the Statement of Work.

Time of assignment

Data Export for M2M Loan Servicer

The Contractor shall provide in accordance with Task A.5 of the Statement of Work.

Due the 15 day of each month and thereafter.

Quality Assurance Plan

The Contractor shall provide a comprehensive Quality Assurance Plan (QAP) to ensure the deliverables satisfy contractual agreement, meet or exceed quality standards and comply with the approval of the GTR/GTM as required in the Statement of Work.

Due 15 days after award.

Monthly Report See Performance Work Statement (PWS) Due the 2nd week of each month, the day to be TBD by the Contractor/GTM/

GTR.

Monthly Summary Letter

See Section G Meeting and Reporting of the Performance Work Statement (PWS)

Within 30 days of each month.

Transition plan The plan shall provide a description of the transition activities to be carried out and a timeline for the implementation and completion of all final transition activities in accordance with the PWS.

Due 60 days before contract expiration.

SECTION D - PACKAGING, MARKING AND SHIPPING

D.1. PACKAGING, MARKING AND SHIPPING

a. All deliverables required under this contract shall be packaged, marked and shipped in accordance with Government specifications. At a minimum, all deliverables shall be marked with the contract number and contractor name. The Contractor shall guarantee that all required materials shall be delivered in immediate usable and acceptable condition.

b. The reports shall be delivered F.O.B. Destination as set forth in FAR Clause 52-247-35, F.O.B.

Destination, Within Consignee Premises (April 1984), as specified in the delivery schedule.

d. Unless otherwise specified, deliveries shall be made to the Delivery Point specified Mondays through Fridays (excluding Federal Holidays and Executive Orders).

SECTION E - INSPECTION AND ACCEPTANCE

E.1. CLAUSES INCORPORATED BY REFERENCE

This contract incorporates the following clause(s) by reference, with the same force and effect as if it were given in full text. Upon request, the Contracting Officer will make its full text available.

Also, the full text of a clause may be accessed electronically at this address:

http://www.acquisition.gov/comp/far/index.html

FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSE:

NUMBER TITLE DATE

FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)

52.246-4 INSPECTION OF SERVICES—FIXED PRICE AUG 1996

52.246-6 INSPECTION—TIME AND MATERIAL AND LABOR HOUR MAY 2001

52.246-16 RESPONSIBILITY FOR SUPPLIES (FIXED PRICE) APR 1984

2452.246-70 INSPECTION AND ACCEPTANCE FEB 2006

The General Technical Representative (GTR) and or General Technical Monitor (GTM) shall perform inspection and acceptance of materials and services to be provided.

Inspection and acceptance will be performed at a specified location identified in each 425 7th Street, Washington, DC 20410.

Acceptance may be presumed unless, otherwise indicated in writing by the Contracting Officer or GTR/GTM within 10 days of receipt.

http://www.acquisition.gov/comp/far/index.html

SECTION F - DELIVERIES OR PERFORMANCE

F.1. CLAUSES INCORORATED BY REFERENCE 52.252-2 (FEB 1998)

This contract incorporates the following clause(s) by reference, with the same force and effect as if it were given in full text. Upon request, the Contracting Officer will make its full text available.

Also, the full text of a clause may be accessed electronically at this address:

http://www.acquisition.gov/comp/far/index.html

FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSE:

NUMBER TITLE DATE

52.242-14 SUSPENSION OF WORK APR 1984

52.242-15 STOP-WORK ORDER AUG 1989

ALTERNATE I (APR 1984)

52.242-17 GOVERNMENT DELAY OF WORK APR 1984

52.247-34 F.O.B. DESTINATION NOV 1991

52.247-48 F.O.B. DESTINATION--EVIDENCE OF SHIPMENT FEB 1999

52.247-55 F.O.B.POINT FOR DELIVERY OF GOVERNMENT JUN 2003

FURNISHED PROPERTY

F.2. PERIOD OF PERFORMANCE

The Period of Performance is 12 month base period plus 4 one year option periods.

F.3. PLACE OF PERFORMANCE

The work shall be performed at the Contractor’s facility Mondays through Fridays, except for Federal Holidays designated for the Washington, D.C., Metropolitan area. The Contractor shall establish hours from 9:30 a.m. to 4:30 p.m. EST. The Contractor shall maintain and operate a facility of sufficient size to accommodate the personnel and equipment necessary for performance of the requirements specified in the PWS. The facility must be secured 24-hours to provide physical security of documents. The facility shall also maintain a locked file cabinet to store confidential business data files. HUD also requires the contractor to maintain and protect the information from unauthorized disclosure or loss.

F.4. DELIVERIES

Satisfactory performance of this contract shall be deemed to occur upon performance of the work and upon delivery and acceptance by the General Technical Representative (GTR) or the General Technical Monitor (GTM).

a. Deliveries required by the Contractor shall be made F.O.B. Destination as set forth in FAR Clause 52.247-35, F.O.B. Destination, Within consignees Premises (April 1984) and any specification stated in SECTION D. PACKAGING AND MARKING AND SHIPPING.

b. Unless otherwise specified, deliveries shall be made to the Delivery Point specified in each task order Mondays through Fridays (excluding Federal Holidays & Executive Order) between the hours of 8:30 a.m. and 5:30 p.m. EST only. Supplies or services scheduled for delivery on a Federal holiday shall be made the following day.

SECTION G - CONTRACT ADMINISTRATION DATA

G.1. HUDAR 2452.237-73 CONDUCT OF WORK AND TECHNICAL GUIDANCE (FEB 2006)

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 [to be inserted at time of award] 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.

(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: [to be inserted by Contracting Officer]

(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)

G.2. KEY PERSONNEL HUDAR 2452.237-70 (FEB 2006)

(a) Definition. "Personnel" mean employees of the contractor, or any subcontractor(s), affiliates, joint venture partners, or team members, and consultants engaged by any of those entities.

(b) The personnel specified below are considered to be essential to the work being performed under this contract. Prior to diverting any of the specified individuals to other projects, the contractor shall notify the Contracting Officer reasonably in advance and shall submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the program. No diversion shall be made by the contractor without the written consent of the Contracting Officer. Key personnel shall perform as follows:

Name Title

G.3. INVOICE SUBMISSION

HUD Invoice Requirements:

2452.232-70 - Payment schedule and invoice submission (Fixed-Price).

PAYMENT SCHEDULE AND INVOICE SUBMISSION (FIXED-PRICE) (FEB 2008)

(DEVIATION)

(a) Payment Schedule. Payment of the contract price (see Section B of the contract) will be made upon completion and acceptance of all work unless a partial payment schedule is included below [Contracting Officer insert schedule information]:

Partial Payment Number Applicable Contract Deliverable Delivery Date Payment Amount

1. [ ]

2. [ ]

3. [ ]

(CONTINUE AS NECESSARY)

(b) Submission of Invoices

(1) Invoices shall be submitted as follows: original to the payment office identified on the award document (e.g., in Block 12 on the SF 26 or Block 25 on the SF 33, or elsewhere in the contract) with a copy to the Government Technical Representative (GTR) and a copy to the Contracting Officer. The final invoice shall not be paid prior to certification by the Contracting Officer that all work has been completed and accepted. To constitute a proper invoice, the invoice must include all items required by FAR clause 52.232 25, Prompt Payment.

(2) To assist the government in making timely payments, the contractor is also requested to include on each invoice the appropriation number shown on the contract award document (e.g., in Block 14 on the SF 26 or Block 21 on the SF 33). The contractor is also requested to clearly indicate on the mailing envelope that an invoice is enclosed.

(c) Contractor Remittance Information. The contractor shall provide the payment office with all information required by other payment clauses or other supplemental information (e.g., contracts for commercial services) contained in this contract.

(End of clause)

2452.232-71 Voucher Submission (Cost-Reimbursement).

VOUCHER SUBMISSION (COST-REIMBURSEMENT) (FEB 2008) (DEVIATION)

(a)(1) The contractor shall submit, _____________ [Contracting Officer insert billing period], an original and two copies of each voucher. In addition to the items required by the clause at FAR

52.232 25, Prompt Payment, the voucher shall show the elements of cost for the billing period and the cumulative costs to date. The contractor shall submit all vouchers, except for the final voucher, as follows: original to the payment office, and one copy each to the Government Technical Representative (GTR) and the Contracting Officer identified in the contract. The contractor shall submit all copies of the final voucher to the Contracting Officer. The final payment shall not be made until the Contracting Officer has certified that the contractor has complied with all terms of the contract.

(2) To assist the government in making timely payments, the contractor is requested to include on each voucher the applicable appropriation number(s) shown on the award or subsequent modification document (e.g., Block 14 of the SF-26 or Block 21 of the SF 33). The contractor is also requested to clearly indicate on the mailing envelope that a payment voucher is enclosed.

(b) Contractor Remittance Information. The contractor shall provide the payment office with all information required by other payment clauses contained in this contract.

(End of clause)

G.4. GOVERNMENT-FURNISHED DATA AND MATERIALS

The Government may provide Government Furnished Material for use in direct performance of the contract.

The Government shall retain all rights and privileges, including those of patent and copy, to all Government-furnished data and materials. The Contractor shall neither retain nor reproduce for private or commercial use any data or other materials furnished under this contract. The Contractor agrees not to assert any rights at common law or in equity or establish any claim to statutory copyright in such data. These rights are not exclusive and are beyond any other rights and remedies to which the Government is otherwise entitled elsewhere in this contract

G.5. CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM (CPARS)

The Contractor shall register for the Contractor Performance Assessment Reporting System (CPARS). The system is used to evaluate the Contractor’s performance under this contract on a yearly basis. Contractors who current registered in CPARS do not need to re-register.

The CPARS website add is https://www.cpars.gov/

G.6. TRAVEL COSTS

Any required travel by the Contractor will be at the direction of the Government and will be reimbursed at cost in accordance with the Federal Travel Regulation.

(a) Travel Policy - The Contractor shall invoice and be reimbursed for all travel costs in accordance with Federal Acquisition Regulations (FAR) 31.2 - Contracts with Commercial Organizations, Subsection 31.205-46, Travel Costs.

(b) Travel performed for personal convenience and daily travel to and from work at Contractor’s facility will not be reimbursed (local travel shall not be reimbursed).

(c) Travel-Per Diem, if authorized, shall be reimbursed in accordance with the Performance Work Statement and the Federal Travel Regulation currently in effect. Travel requirements under this contract shall be met utilizing the most economic form of transportation available. If economy class transportation is not available see the request for the payment voucher must be submitted with a justification of use of higher class indicating dates, time, & flight numbers. All travel shall be scheduled sufficiently in advance to take advantage of offered discount rates, unless otherwise authorized by the Contracting Officer.

G.7. GOVERNMENT INFORMATION/GOVERNMENT-FURNISHED

INFORMATION

Government Information

(a) Definitions. As used in this clause, “Government information” includes-- “Contractor-acquired information” means information acquired or otherwise collected by the Contractor on behalf of the Government in the context of the Contractor’s duties under the contract.

“Government-furnished information (GFI)” means information in the possession of, or directly acquired by, the Government and subsequently furnished to the Contractor for performance of a contract. GFI also includes contractor-acquired information if the contractor-acquired information is a deliverable under the contract that is for continued use under the contract.

Otherwise, GFI does not include information that is created by the Contractor and delivered to the Government in accordance with the requirements of the work statement or specifications of the contract. The type, quantity, quality, and delivery requirements of such deliverable information shall be set forth in the contract schedule.

https://www.cpars.gov/

(b) Information management and Information Security.

(1) The Contractor shall manage, account for, and secure all Government information provided or acquired by the contractor. All Government information that is also controlled but unclassified information (CUI) shall be protected from disclosure in accordance with the clause governing CUI contained in this contract. The Contractor shall be responsible for all Government information provided to its subcontractors.

The Contractor agrees to include a requirement in each subcontract under this contract that flows-down the protection from disclosure requirements.

(2) The Contractor's responsibility for Government information extends from the initial provision or acquisition and receipt of information, through stewardship, custody, and use until returned to, or otherwise disposed of, as directed by the Contracting Officer. This requirement applies to all Government information under the Contractor's accountability, stewardship, possession or control, including its subcontractors.

(c) Use of Government information.

(1) The Contractor shall not use any information provided or acquired under this contract for any purpose other than in the performance of this contract.

(2) The Contractor shall not modify or alter the Government information, unless authorized in writing, in advance, by the Contracting Officer.

(d) Government-furnished information.

(1) As required by the Statement of Work, the Government shall deliver to the Contractor the Government-furnished information described below—

Description Date to be Provided

PCPM Database - Dashboard Interface

The PCPM Database is the property of HUD and shall be returned at the end of this contract in a format determined by HUD. No duplication of records contained in the database is permitted by the Contractor or any of the Contractor’s affiliates.

(2) The delivery and/or performance dates specified in this contract are based upon the expectation that the Government-furnished information will be suitable for contract performance and will be delivered to the Contractor by the dates stated in paragraph (d)(1) of this clause.

(i) If the information is not delivered to the Contractor by the dates stated, the Contracting Officer shall, upon the Contractor's timely written request, consider an equitable adjustment to the contract.

(ii) The Government does not warrant the validity or accuracy of the Government-Furnished Information unless otherwise noted.

(iii) In the event information received by the Contractor is not in a condition suitable for its intended use, the Contracting Officer shall, upon the Contractor's timely written request, advise the Contractor on a course of action to remedy the problem. Upon completion of the remedial action(s), the Contracting Officer, upon the Contractor’s timely written request, shall consider an equitable adjustment to the contract.

(3)(i) The Contracting Officer may by written notice, at any time—

(A) Increase or decrease the amount of Government-furnished information under this contract;

(B) Substitute other Government-furnished information for the information previously furnished, to be furnished, or to be acquired by the Contractor for the Government under this contract; or

(C) Withdraw authority to use information.

(ii) Upon completion of any action(s) under paragraph (d)(3)(i) of this clause, and the Contractor's timely written request, the Contracting Officer shall consider an equitable adjustment to the contract.

(e) Rights in information. Government information is the property of the U.S. Government unless otherwise specifically identified. The specific rights in any other information acquired or created by the Contractor under this contract shall be as expressed in the Rights in Data clause contained in this contract.

(f) Government access to information. The Government shall have the right to access, at any time, any Government information maintained by the contractor, including any subcontractors.

The Contractor shall provide duly authorized Government representatives with access to all Government information, including access to the Contractor’s facilities, as necessary, promptly upon written notification by the Contracting Officer.

(g) Contractor liability for Government information.

(1) Unless otherwise provided for in the contract, the Contractor shall not be liable for loss, theft, damage or destruction to the Government information furnished or acquired under this contract, except when the loss, theft, damage or destruction is the result of willful misconduct or lack of good faith on the part of the Contractor's managerial personnel.

(2) The Contractor shall take all reasonable actions necessary to protect the Government information from further loss, theft, damage or destruction.

(3) The Contractor shall do nothing to prejudice the Government's rights to recover against third parties for any loss, theft, damage or destruction of Government information.

(h) Information alteration and disposal. Except as otherwise provided for in this contract, the Contractor shall not alter, destroy, or otherwise dispose of any Government information unless expressly directed by the Contracting Officer to do so.

(i) Return of Government Information to the Government. The Government may require the Contractor to return Government Information to the Government at any time. Upon demand, the Contractor shall return all Government information to the Government as directed by the Contracting Officer or other individual designated by the Contracting Officer. Failure to return all information as directed, including directions regarding the timeframes for delivery back to the Government and directions prescribing the form in which the data must be returned, shall be considered a breach of contract. When required to return Government Information to the Government, the Contractor shall do so at no cost to the Government, The Government shall not be responsible for the cost of data format conversion and the cost of delivery, if any. In the event of Contractor delay in returning the Government Information to the Government, for each calendar day late, the Contracting Officer has the discretion to deduct 5% from the total value of the contract, and/or, withhold payment from the Contractor. The Contractor shall ensure that all Government information provided to subcontractors is returned to the Government.

(j) Equitable adjustment. Equitable adjustments under this clause shall be made in accordance with the procedures of the Changes clause. However, the Government shall not be liable for breach of contract for the following:

(1) Any delay in delivery of Government-furnished information.

(2) Delivery of Government-furnished information in a condition not suitable for its intended use.

(3) An increase, decrease, or substitution of Government-furnished information.

(4) Failure to correct or replace Government information for which the Government is responsible.

(k) Subcontracts. The Contractor shall ensure that all subcontracts under which Government information is provided to the subcontractor include the basic terms and conditions set forth in paragraphs (a), (b), (c), (f), and (h) of this clause in each subcontract. Subcontracts shall clearly describe the Government information provided to the subcontractor. The Contractor shall be responsible for all Government information provided to subcontractors.

SECTION H – SPECIAL CONTRACT REQUIREMENTS

H.1. Section 508 Compliance

Section 508 of the Rehabilitation Act of 1973 requires that Federal agencies’ electronic and information technology is accessible to people with disabilities. All future HUD web sites and applications must be developed to be compliant with Section 508.

Each Electronic and Information Technology (EIT) product or service furnished under this contract shall comply with the Electronic and Information Technology Accessibility Standards (36 CFR 1194), as specified in the contract, as a minimum. If the Contracting officer determines any furnished product or service is not in compliance with the contract, the Contracting Officer will promptly inform the Contractor in writing. The Contractor shall, without charge to the Government, repair or replace the non-compliant products or services within the period of time to be specified by the Government in writing. If such repair or replacement is not completed within the time specified, the Government shall have the following recourses: Cancellation of the contract, delivery or task order, purchase or line item without termination liabilities; or made or repairs performed by it or by another firm and the Contractor shall reimburse the Government for any expenses incurred thereby.

For every EIT product or service accepted under this contract by the Government that does not comply with 36 CFR 1194, the Contractor shall, at the discretion of the Government, make every effort to replace or upgrade it with a compliant equivalent product or service, if commercially available and cost neutral, on either the planned refresh cycle of the product or service, or on the contract renewal date, whichever shall occur first.]

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

I.1. FAR CLAUSE 52.252-2 CLAUSE INCORPORATED BY REFERENCE. (FEB 1998)

FAR 52.202-1 Jan 2012 Definitions FAR 52.203-3 Apr 1984 Gratuities FAR 52.203-5 Apr 1984 Covenant Against Contingent Fees FAR 52.203-6 Sep 2006 Restrictions on Subcontractor Sales to the Government FAR 52.203-7 Oct 2010 Anti-Kickback Procedures FAR 52.203-8 Jan 1997 Cancellation, Rescission, and Recovery of Funds for Illegal or Improper Activity FAR 52.203-10 Jan 1997 Price or Fee Adjustment for Illegal or Improper Activity FAR 52-203-11 SEPT 2007 Certification and Disclosure Regarding Payments to Influence Certain Federal Transactions FAR 52.203-12 Oct 2010 Limitation on Payments to Influence Certain Federal Transactions FAR 52.203-13 Contractor Code of Business Ethics and Conduct FAR 52.204-4 May 2011 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper FAR 52.204-7 Feb 2012 Central Contractor Registration FAR 52.204-10 Feb 2012 Reporting Executive Compensation and First-Tier Subcontract Awards FAR 52.209-5, Certification Regarding Responsibility Matters FAR 52.209-6 Dec 2010 Protecting the Government's Interests When Subcontracting With Contractors Debarred, Suspended, or Proposed for Debarment FAR 52.209-7, Information Regarding Responsibility Matters FAR 52.215-2 Oct 2010 Audit and Records - Negotiation FAR 52.215-8 Oct 1997 Order of Precedence - Uniform Contract Format FAR 52.215-15 Oct 2010 Pension Adjustments and Asset Reversions FAR 52.215-18 Jul 2005 Reversion or Adjustment of Plans for Post-Retirement Benefits (PRB) other than Pensions FAR 52.215-19 Oct 1997 Notification of Ownership Changes FAR 52.215-21 Oct 2010 Requirements for Certified Cost or Pricing Data and Data Other Than Certified Cost or Pricing Data - Modifications FAR 52.219-1 Small Business Program Representations FAR 52.219-8 Jan 2011 Utilization of Small Business Concerns FAR 52.219-14 Nov 2011 Limitations on Subcontracting FAR 52.222-20 Oct 2010 Walsh-Healey Public Contracts Act FAR 52.219-28, Post-Award Small Business Program Representation FAR 52.222-3 Jun 2003 Convict Labor FAR 52.222-21 Feb 1999 Prohibition of Segregated Facilities FAR 52.222-26 Mar 2007 Equal Opportunity FAR 52.222-35 Sep 2010 Equal Opportunity for Veterans FAR 52.222-37 Sep 2010 Employment Reports on Veterans FAR 52.222-40 Dec 2010 Notification of Employee Rights Under the National Labor Relations Act FAR 52.222-50 Feb 2009 Combating Trafficking in Persons FAR 52.222-54 Jan 2009 Employment Eligibility Verification FAR 52.223-6 May 2001 Drug-Free Workplace FAR 52.223-18 Aug 2011 Encouraging Contractor Policies to Ban Text Messaging While Driving https://www.acquisition.gov/far/current/html/52_217_221.html#wp1135900 https://www.acquisition.gov/far/current/html/52_217_221.html#wp1139913

FAR 52.225-13 Jun 2008 Restrictions on Certain Foreign Purchases FAR 52.227-1 Dec 2007 Authorization and Consent FAR 52.227-2 Dec 2007 Notice and Assistance Regarding Patent and Copyright Infringement FAR 52.227-14 DEC 2007 Rights in Data—General.

FAR 52.227-17 DEC 2007 Rights in Data—Special Works.

FAR 52.229-3 Apr 2003 Federal, State and Local Taxes FAR 52.232-1 Apr 1984 Payments FAR 52.232-7 Feb 2007 Payments under Time-and-Materials and Labor-Hour Contracts (with Alternate I (Feb 2007) for a Labor Hour contract) FAR 52.232-8 Feb 2002 Discounts for Prompt Payment FAR 52.232-9 Apr 1984 Limitation on Withholding of Payments FAR 52.232-11 Apr 1984 Extras FAR 52.232-17 Oct 2010 Interest FAR 52.232-23 Jan 1986 Assignment of Claims FAR 52.232-25 Oct 2008 Prompt Payment FAR 52.232-33 Oct 2003 Payment by Electronic Funds Transfer--Central Contractor Registration FAR 52.233-1 Jul 2002 Disputes FAR 52.233-3 Aug 1996 Protest After Award FAR 52.233-4 Oct 2004 Applicable Law for Breach of Contract Claim FAR 52.242-13 Jul 1995 Bankruptcy FAR 52.243-1 Aug 1987 Changes - Fixed-Price, Alternate I (Apr 1984) FAR 52.243-3 Sep 2000 Changes - Time-and-Materials and Labor-Hours FAR 52.244-6 Dec 2010 Subcontracts for Commercial Items FAR 52.244-2 Oct 2010 Subcontracts FAR 52.245-9 Apr 2012 Use and Charges FAR 52.246-25 Feb 1997 Limitation of Liability - Services FAR 52.249-6 May 2004 Termination (Cost-Reimbursement), Alternate IV (Sep 1996) FAR 52.249-8 Apr 1984 Default FAR 52.249-4 Apr 1984 Termination for Convenience of the Government (Services) FAR 52.249-14 Apr 1984 Excusable Delays FAR 52.253-1 Jan 1991 Computer Generated Forms

I.2. FAR CLAUSE 52.217-8 OPTION TO EXTEND SERVICES (November 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months.

The Contracting Officer may exercise the option by written notice to the Contractor within 60 days of contract expiration.

(End of clause)

I.3. FAR 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT

(March 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 30 days provided that the Government gives the contractor a preliminary written notice of its intent to extend at least 60 days before contract expires. The preliminary notice does not commit the government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 5 years.

(End of clause)

I.4. FAR 52.219-18 Notification of Competition Limited to Eligible 8(a) Concerns.

Notification of Competition Limited to Eligible 8(a) Concerns (June 2003)

(a) Offers are solicited only from small business concerns expressly certified by the Small Business Administration (SBA) for participation in the SBA’s 8(a) Program and which meet the following criteria at the time of submission of offer—

(1) The Offeror is in conformance with the 8(a) support limitation set forth in its approved business plan; and

(2) The Offeror is in conformance with the Business Activity Targets set forth in its approved business plan or any remedial action directed by the SBA.

(b) By submission of its offer, the Offeror represents that it meets all of the criteria set forth in paragraph (a) of this clause.

(c) Any award resulting from this solicitation will be made to the Small Business Administration, which will subcontract performance to the successful 8(a) offeror selected through the evaluation criteria set forth in this solicitation.

(d)(1) Agreement. A small business concern submitting an offer in its own name shall furnish, in performing the contract,…