DU204SA-15-R-0002.pdf

TABLE OF CONTENTS PAGE

SECTION B – Supplies or Services and Prices/Costs…………………

SECTION C – Description/Specifications………………………

SECTION D – Packaging and Marking…………………………………..37

SECTION E – Inspection and Acceptance………………………………..38

SECTION F – Deliveries or Performance………………………………...39

SECTION G – Contract Administration Data…………………………….40

SECTION H – Special Contract Requirements………………………..…42

SECTION I – Contract Clauses…………………………………………..43

SECTION J – List of Attachments……………………………………….65

SECTION K – Representations, Certifications, and Other

Statements of Bidders…………………………………….66

SECTION L – Instruction, Conditions, and Notices to Bidders………….70

SECTION M – Evaluation Factors for Award…………………………

SECTION B - Supplies or Services/Prices

B.1 CONTRACT DEFINITION – REQUIREMENTS

This is a Requirements Contract as defined at Section 16.503 of the Federal Acquisition Regulation (FAR) and in Section I of the solicitation FAR clause 52.216-21, Requirements. Services provided by the contractor under this contract shall be secured by the issuance of task orders. Orders shall be placed in accordance with the following clauses: FAR 52.216-18, Ordering; FAR 52.216-19, Order Limitations.

B.2 SERVICES

The contractor shall provide lead evaluation services, including visual assessments, lead based paint inspections, stabilization plans, and clearance examinations as set forth in Section C for single-family (1 –

4 units) properties owned by the U.S Department of Housing and Urban Development (HUD) located within the following geographic area:

Area 1- Atlanta Homeownership Center (HOC) consisting of Alabama, Florida, Georgia, Illinois, Indiana, Kentucky, Mississippi, North Carolina, South Carolina, Tennessee, Puerto Rico and the Virgin Islands.

Area 2- Denver HOC consisting of Arkansas, Colorado, Iowa, Kansas, Louisiana, Minnesota, Missouri, Montana, Nebraska, North Dakota, Oklahoma, South Dakota, Texas, New Mexico, Utah, Wisconsin, and

Wyoming.

Area 3- Philadelphia HOC consisting of the District of Columbia, Connecticut, Delaware, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode

Island, West Virginia, Vermont, and Virginia.

Area 4 – Santa Ana HOC – consisting of Alaska, Arizona, California, Hawaii, Idaho, Nevada, Oregon, Washington, Guam, and the Northern Mariana Islands.

Part I – The Schedule

Section B – Supplies or services and prices/costs

B.3 PRICE SCHEDULE FOR AREA 1, ATLANTA HOMEOWNERSHIP CENTER

As total compensation for all services performed under this contract, the contractor will be paid the

Contract Line Item Number (CLIN) prices reflected below. The unit price specified herein for each CLIN shall be inclusive of all costs; including but not limited to, any transportation costs necessary to perform the services.

CLINs 0001-5001: Visual Inspection

CLINs 0002-5002: Inspections for deteriorated lead-based paint

CLINs 0003-5003: Stabilization Plans and Cost Estimates when deteriorated lead-based paint found

CLINs 0004-5004: Clearance Forms after remediation on properties to be sold with FHA insurance

Base Period

CLIN TASK ESTIMATED

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0001 Visual Assessments (5.1.1) 3200 $ $

0002 Lead-Based Paint Inspections

(5.1.2)

0003 Stabilization Plans (5.1.3) 3000 $ $

0004 Clearance Examinations (5.1.4) 3000 $ $

Total for Base Year $

Option Period 1

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0005 Visual Assessments (5.1.1) 2400 $ $

0006 Lead-Based Paint Inspections

(5.1.2)

0007 Stabilization Plans (5.1.3) 1880 $ $

0008 Clearance Examinations (5.1.4) 1880 $ $

Total for Option Year 1 $

Option Period 2

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0009 Visual Assessments (5.1.1) 2890 $ $

0010 Lead-Based Paint Inspections

(5.1.2)

0011 Stabilization Plans (5.1.3) 2200 $ $

0012 Clearance Examinations (5.1.4) 2200 $ $

Total for Option Year 2 $

Option Period 3

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0013 Visual Assessments (5.1.1) 3080 $ $

0014 Lead-Based Paint Inspections

(5.1.2)

0015 Stabilization Plans (5.1.3) 2700 $ $

0016 Clearance Examinations (5.1.4) 2700 $ $

Total for Option Year 3 $

Option Period 4

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0017 Visual Assessments (5.1.1) 2640 $ $

0018 Lead-Based Paint Inspections

(5.1.2)

0019 Stabilization Plans (5.1.3) 2300 $ $

0020 Clearance Examinations (5.1.4) 2300 $ $

Total for Option Year 4 $

Option - FAR 52.217-8

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0021 Visual Assessments (5.1.1) 1,320 $ $

0022 Lead-Based Paint Inspections

(5.1.2)

1,225 $ $

0023 Stabilization Plans (5.1.3) 1,150 $ $

0024 Clearance Examinations (5.1.4) 1,150 $ $

These quantities listed above are estimates for evaluation purposes only and are not guaranteed to be met.

B.4 PRICE SCHEDULE FOR AREA 2, DENVER HOMEOWNERSHIP CENTER

As total compensation for all services performed under this contract, the contractor will be paid the

Contract Line Item Number (CLIN) prices reflected below. The unit price specified herein for each CLIN shall be inclusive of all costs; including but not limited to, any transportation costs necessary to perform

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0001 Visual Assessments (5.1.1) 1,290 $ $

0002 Lead-Based Paint Inspections

(5.1.2)

1,270 $ $

0003 Stabilization Plans (5.1.3) 590 $ $

0004 Clearance Examinations (5.1.4) 590 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0005 Visual Assessments (5.1.1) 1,820 $ $

0006 Lead-Based Paint Inspections

(5.1.2)

1,790 $ $

0007 Stabilization Plans (5.1.3) 820 $ $

0008 Clearance Examinations (5.1.4) 820 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0009 Visual Assessments (5.1.1) 2,090 $ $

0010 Lead-Based Paint Inspections

(5.1.2)

2,050 $ $

0011 Stabilization Plans (5.1.3) 950 $ $

0012 Clearance Examinations (5.1.4) 950 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0013 Visual Assessments (5.1.1) 1,860 $ $

0014 Lead-Based Paint Inspections

(5.1.2)

1,830 $ $

0015 Stabilization Plans (5.1.3) 840 $ $

0016 Clearance Examinations (5.1.4) 840 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0017 Visual Assessments (5.1.1) 2,090 $ $

0018 Lead-Based Paint Inspections

(5.1.2)

2,050 $ $

0019 Stabilization Plans (5.1.3) 950 $ $

0020 Clearance Examinations (5.1.4) 950 $ $

FAR Option FAR 52.217-8

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0021 Visual Assessments (5.1.1) 1,045 $ $

0022 Lead-Based Paint Inspections

(5.1.2)

1,025 $ $

0023 Stabilization Plans (5.1.3) 475 $ $

0024 Clearance Examinations (5.1.4) 475 $ $

These quantities are estimates for evaluation purposes only and are not guaranteed to be met.

B.5 PRICE SCHEDULE FOR AREA 3, PHILADELPHIA HOMEOWNERSHIP CENTER

As total compensation for all services performed under this contract, the contractor will be paid the

Contract Line Item Number (CLIN) prices reflected below. The unit price specified herein for each CLIN shall be inclusive of all costs; including but not limited to, any transportation costs necessary to perform

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0001 Visual Assessments (5.1.1) 1,493 $ $

0002 Lead-Based Paint Inspections

(5.1.2)

1,493 $ $

0003 Stabilization Plans (5.1.3) 700 $ $

0004 Clearance Examinations (5.1.4) 1,493 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0005 Visual Assessments (5.1.1) 1225 $ $

0006 Lead-Based Paint Inspections

(5.1.2)

1225 $ $

0007 Stabilization Plans (5.1.3) 700 $ $

0008 Clearance Examinations (5.1.4) 1,225 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0009 Visual Assessments (5.1.1) 1,321 $ $

0010 Lead-Based Paint Inspections

(5.1.2)

1,321 $ $

0011 Stabilization Plans (5.1.3) 700 $ $

0012 Clearance Examinations (5.1.4) 1,321 $ $

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0013 Visual Assessments (5.1.1) 1,408 $ $

0014 Lead-Based Paint Inspections

(5.1.2)

1,408 $ $

0015 Stabilization Plans (5.1.3) 700 $ $

0016 Clearance Examinations (5.1.4) 1,408 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0017 Visual Assessments (5.1.1) 1,225 $ $

0018 Lead-Based Paint Inspections

(5.1.2)

1,225 $ $

0019 Stabilization Plans (5.1.3) 700 $ $

0020 Clearance Examinations (5.1.4) 1,225 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0021 Visual Assessments (5.1.1) 613 $ $

0022 Lead-Based Paint Inspections

(5.1.2)

613 $ $

0023 Stabilization Plans (5.1.3) 350 $ $

0024 Clearance Examinations (5.1.4) 613 $ $

B.6 PRICE SCHEDULE FOR AREA 4, SANTA ANA HOMEOWNERSHIP CENTER

As total compensation for all services performed under this contract, the contractor will be paid the

Contract Line Item Number (CLIN) prices reflected below. The unit price specified herein for each CLIN shall be inclusive of all costs; including but not limited to, any transportation costs necessary to perform

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0001 Visual Assessments (5.1.1) 1,000 $ $

0002 Lead-Based Paint Inspections

(5.1.2)

1,000 $ $

0003 Stabilization Plans (5.1.3) 500 $ $

0004 Clearance Examinations (5.1.4) 400 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0005 Visual Assessments (5.1.1) 1,025 $ $

0006 Lead-Based Paint Inspections

(5.1.2)

1,025 $ $

0007 Stabilization Plans (5.1.3) 500 $ $

0008 Clearance Examinations (5.1.4) 425 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0009 Visual Assessments (5.1.1) 1,050 $ $

0010 Lead-Based Paint Inspections

(5.1.2)

1,050 $ $

0011 Stabilization Plans (5.1.3) 510 $ $

0012 Clearance Examinations (5.1.4) 450 $ $

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0013 Visual Assessments (5.1.1) 1,075 $ $

0014 Lead-Based Paint Inspections

(5.1.2)

1,075 $ $

0015 Stabilization Plans (5.1.3) 520 $ $

0016 Clearance Examinations (5.1.4) 455 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0017 Visual Assessments (5.1.1) 1,100 $ $

0018 Lead-Based Paint Inspections

(5.1.2)

1,100 $ $

0019 Stabilization Plans (5.1.3) 550 $ $

0020 Clearance Examinations (5.1.4) 475 $ $

QUANTITY

UNIT PRICE ($) TOTAL ESTIMATED

COST ($)

0021 Visual Assessments (5.1.1) 550 $ $

0022 Lead-Based Paint Inspections

(5.1.2)

550 $ $

0023 Stabilization Plans (5.1.3) 275 $ $

0024 Clearance Examinations (5.1.4) 238 $ $

SECTION C – PERFORMANCE WORK STATEMENT (PWS)

C-1 GENERAL INFORMATION

1.1 General. The Department of Housing and Urban Development (HUD) / Office of Single Family

Asset Management (SFAM) is seeking contractor support to provide lead evaluation services. These services shall include: performing visual assessments, conducting lead-based paint inspections, preparing paint stabilization plans, and conducting clearance examinations..

1.2 Background. HUD's Office of Single Family Housing administers a program for lead-based evaluation and control of deteriorated lead-based paint in HUD-owned Single Family properties (with 1 to

4 units each). Visual assessments, lead-based paint inspections, paint stabilization plans (control), and clearance examinations (evaluations) are required, of a certain number of properties being disposed of by the Department following the default of Federal Housing Administration-insured mortgages and possession of title by the Department.

Deteriorated lead-based paint and lead-contaminated dust and soil are a major public health threat, especially to children under the age of six. Lead-based paint (LBP) was banned for residential use effective January 1, 1978. To protect young children from lead-based hazards in housing that is financially assisted by the Federal government or sold by the government, HUD, through the Office of

Healthy Homes and Lead Hazard Control (OHHLHC) issued federal regulation 24 CFR Part 35, et al., "Requirements for Notification, Evaluation, and Reduction of Lead-Based Paint Hazards in Federally

Owned Residential Property and Housing Receiving Federal Assistance," 24 CFR 35, subparts B-R, known as the "Lead Safe Housing Rule." This rule became final on September 15, 2000. (Both rules are available at the OHHLHC website, www.hud.gov/offices/lead.) In particular, subpart F, "HUD-Owned

Single Family Property" is specifically applicable to this program.

HUD's Homeownership Centers were created to centrally manage HUD-owned Single Family properties located within four geographic areas. There are four HOCs located in the following areas: Atlanta, GA;

Denver, CO; Philadelphia, PA; and Santa Ana, CA. Lead evaluations services will be provided in support of each of the four HOCs. The requirements within this Performance Work Statement (PWS) are for all geographic areas except Philadelphia, PA which is within the geographic boundaries of the Philadelphia

HOC (Area 3). HUD is required to obtain for each property, prior to occupancy or transfer, a certification from the City of Philadelphia that the property is in compliance with all of the City’s Rules & Regulations and 24 CFR Part 35, et al.

Each of the four HOCs has Asset Manager (AM) contractors who are responsible for the marketing of

HUD REO properties located within specific geographic areas. HUD also has Field Service Manager

(FSM) contractors who are responsible for property management, maintenance and preservation services within specific geographic areas.

1.3 Objectives. By obtaining the services stated within this PWS, HUD/SFAM will be able to meet its primary objective of eliminating, as far as practicable, lead-based paint hazards in HUD-owned single family properties.

1.4 Constraints. The contractor shall conduct each lead evaluation in accordance with all applicable regulations, standards and protocols. Should any of the requirements in this contract differ with those of the applicable regulations, the most stringent requirements shall be followed. When more than one regulatory provision applies to a condition or activity, the most stringent shall be used. Applicable regulations are those that are in force when and where the lead inspection is conducted, including, but not limited to the following:

http://www.hud.gov/offices/lead

U.S. Department of Housing and Urban

Development (HUD): 24 CFR 35 http://search.usa.gov/search?affiliate=housingandurba ndevelopment&query=24+CFR+35

U.S. Occupational Safety and Health

Administration: 29 CFR 1910, 1926 https://search.usa.gov/search?affiliate=usdoloshapubli cwebsite&query=29+CFR+1910%2C+1926

U.S. Environmental Protection Agency: (EPA):

40 CFR 260-266, 745

http://www2.epa.gov/lead

U.S. Department of Transportation 49 CFR 171-http://www.ecfr.gov/cgi-bin/text-idx?tpl=/ecfrbrowse/Title49/49cfrv2_02.tpl

HUD's Technical Protocol for Lead Risk

Assessment Inspections http://portal.hud.gov/hudportal/HUD?src=/program_of fices/healthy_homes/lbp/hudguidelines

HUD’s Lead-Based Paint Visual Assessment

Training www.hud.gov/offices/lead/training/visualassessment/h

00101.htm

Tribal regulations For properties located within the jurisdictions of a

Tribe, the contractor shall contact the Tribe directly for the applicable Tribal regulations.

State regulations The contractor shall refer to / contact each state individually for applicable State regulations.

Lead-based paint inspectors who are not certified risk assessors shall complete the HUD visual assessment course, “Lead-Based Paint Visual Assessment Training", and successfully pass the end-of-course examination within 30 calendar days after contract award. The course is available at www.hud.gov/offices/lead/training/visualassessment/h00101.htm. A certificate of successful completion shall be submitted to the Government Technical Representative (GTR). No inspections shall be conducted by any individuals who have not successfully completed the required training and submitted the required certificates of completion.

All lead-based paint inspectors shall be licensed within the state in which they are performing the inspections and/or clearance testing and have successfully passed all applicable State and/or EPA certification exams.

1.5 Description of Services. The contractor shall provide all necessary facilities, materials, supplies, equipment, supervision, personnel, travel and other items and services necessary to perform the services as defined in this PWS. Services include:

Visual assessments

Lead-based paint inspections

Paint stabilization plans

Clearance examinations

Detailed descriptions of specific tasks are provided in Section 5 – Specific Tasks and Deliverables.

1.6 General Information

1.6.1 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 feels any action constitutes, or is perceived to constitute personal services, it shall be the Contractor’s responsibility http://search.usa.gov/search?affiliate=housingandurbandevelopment&query=24+CFR+35 http://search.usa.gov/search?affiliate=housingandurbandevelopment&query=24+CFR+35 https://search.usa.gov/search?affiliate=usdoloshapublicwebsite&query=29+CFR+1910%2C+1926 https://search.usa.gov/search?affiliate=usdoloshapublicwebsite&query=29+CFR+1910%2C+1926 http://www2.epa.gov/lead http://www.ecfr.gov/cgi-bin/text-idx?tpl=/ecfrbrowse/Title49/49cfrv2_02.tpl http://www.ecfr.gov/cgi-bin/text-idx?tpl=/ecfrbrowse/Title49/49cfrv2_02.tpl http://portal.hud.gov/hudportal/HUD?src=/program_offices/healthy_homes/lbp/hudguidelines http://portal.hud.gov/hudportal/HUD?src=/program_offices/healthy_homes/lbp/hudguidelines http://www.hud.gov/offices/lead/training/visualassessment/h00101.htm http://www.hud.gov/offices/lead/training/visualassessment/h00101.htm http://www.hud.gov/offices/lead/training/visualassessment/h00101.htm to notify the Contracting Officer 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.

1.6.2 Period of Performance. The Period of Performance shall be for one Base Period of (Twelve)12 months and four (4) 12-month Option Periods.(If exercised)

1.6.3 Place of Performance. The services to be performed under this contract shall be performed at

HUD-owned Single Family properties (1 to 4 units each) located throughout the United States, including

Alaska, Hawaii, Guam, Northern Mariana Islands and the U.S. territory of Puerto Rico.

1.6.4 Hours of Operation. The Contractor shall be available to Government personnel between the hours of 8 a.m. and 4:30 p.m. Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closing, or similar Government directed facility closings. The Government reserves the right to change hours of operation or restrict contractor access. Government agencies will not be available during scheduled holidays, inclement weather, weekends, after duty hours. The Contractor must at all times 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.

1.6.5 Special Qualifications. All lead evaluations shall be conducted by lead-based paint inspectors or certified risk assessors. The Contractor is responsible for ensuring all lead-based paint inspectors and risk assessors possess and maintain current professional certification under appropriate EPA, EPA-authorized

State, Indian tribal or local regulations except as further noted here, during the execution of this contract.

Lead-based paint inspectors shall have successfully passed all applicable State or EPA certification exams. See the EPA web site, "Training and Certification Program for Lead-Based Paint Activities in

Target Housing and Child Occupied Facilities - Section 402/404," at www.epa.gov/lead/leadcert.htm, for lead certification program information, and the HUD Lead Listing web site, at www.leadlisting.com for information on certification course training providers.

Clearance examinations shall be performed by:

(1) A certified risk inspector or;

(2) A certified lead-based paint inspector, All quality control checks of submitted reports shall be performed by a certified risk assessor.

1.6.6 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. The Government intends to convene a Post Award Conference with the Contractor within 10 business days after Contract award. The Contracting Officer will notify the Contractor of the specific date, location and agenda within 5 days after contract award.

1.6.6.1 Status Meetings. The Contracting Officer, GTR and other Government personnel, as appropriate may meet periodically with the Contractor to review Contractor performance, requirement status, and any other issues identified by the Government. At these meetings, the Contracting Officer will apprise the

Contractor of how the Government views the Contractor’s performance or progress of the requirement.

http://www.epa.gov/lead/leadcert.htm, http://www.leadlisting.com/

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.

1.7. Transition-Out Period. To minimize any decrease in productivity and to prevent possible negative impacts on additional services, the Contractor shall have sufficient personnel on board, at no additional cost to the Government, during the sixty (60) day Transition-Out period. The incumbent

Contractor shall ensure a smooth transition with the successor Contractor during the Transition-Out period, prior to completion of contractual performance. The Contractor shall provide an orderly transition of work acceptance and accomplishment, such that full control by the successor contractor is achieved.

C- 2 DEFINITIONS, ACRONYMS, APPLICABLE DOCUMENTS/PUBLICATIONS

2.1 DEFINITIONS

Asset Manager (AM) - Responsible for the marketing and sale of HUD real estate owned (REO) single family properties.

Business/Work Days - Every official work day of the week which are days between and including

Monday thru Friday. This does not include public holidays and weekends.

Calendar Day - Any day of the week.

Contractor - A supplier or vendor awarded a contract to provide specific supplies or service to the

Government.

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.

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.

Evaluator - The individual performing the actual lead evaluation work. This individual shall meet the qualification standards stated within this PWS. This term is not interchangeable with the term “lead evaluation firm.”

Field Service Manager (FSM) - Provides property maintenance and preservation services consisting of, but not limited to, inspecting the property, securing the property, performing cosmetic enhancement/repairs, and providing on-going maintenance.

Government Furnished Property (GFP) - Government-furnished property” means property in the possession of, 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.

Government Technical Monitor (GTM) - An individual designated by the Contracting Officer to assist in providing technical direction and monitoring performance under the contract.

Government Technical Representative (GTR) - An employee of the U.S. Government appointed by the

Contracting Officer to perform contract administration activities in regard to technical issues. This individual has authority to provide technical direction to the Contractor as long as direction is within the scope of the contract, does not constitute a change and has no funding implications. This individual does

NOT have authority to change the terms and conditions of the contract.

Guidelines - HUD’s Guidelines for the Evaluation and Control of Lead-Based Paint Hazards in Housing, 1995. This includes the 1997 revision of Chapter 7 entitled “Lead-Based Paint Inspection.”

HUD-Owned Property - A single family structure that may have up to 4 individual units and is owned by

HUD.

Inherently Governmental Functions - Activities that require either the exercise of discretion in applying

Government authority, or the making of value judgments in making decisions for the Government.

Lead Evaluation - Lead-based paint inspections, visual assessments, and clearance examinations utilizing lead-based paint evaluators and/or risk assessors.

Performance Requirements Summary (PRS) - A listing of the performance requirements under the contract that are to be evaluated by the Government on a regular basis, performance indicators for these requirements, performance standards for these requirement and surveillance methods to be used to determine if performance standards are met.

Performance Standard - The Contractor’s performance level required by the Government; this is also known as the acceptable quality level (AQL).

Performance Work Statement (PWS) - A description of work for performance based acquisitions that describe the required results in clear, specific and objective terms with measurable outcomes.

Physical Security - Actions that prevent the loss or damage of Government property.

Property - All elements within a particular physical entity described by a HUD (SAMS) number.

Quality Assurance (QA) - Policies and procedures adopted by the Government to ensure that supplies and services acquired under Government contracts conform to the contract’s 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 or 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.

Single Family Property - a HUD-owned single structure that may contain up to four separate units but is considered one single family property and is assigned one FHA case number which equates to one billing.

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 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.

Work Week - Monday through Friday, unless specified otherwise.

2.2 ACRONYMS

ACRONYM DEFINITION

AQL Acceptable Quality Level

CFO or OCFO Office of the Chief Financial Officer of HUD

CFR Code of Federal Regulations

CIO or OCIO Office of the Chief Information Officer of HUD

CL Clearance

CLIN Contract Line Item Number

CO Contracting Officer

COB Close of Business

COR Contracting Officer Representative

CPO Office of the Chief Procurement Officer of HUD

CR Change Request

CM Contract Manager

DACA Days After Contract Award

EAC Estimate at Completion

EST Eastern Standard Time (U.S.)

ETC Estimate to Completion

GAO U.S. General Accounting Office

GTM Government Technical Monitor

GTR Government Technical Representative

HARTS HUD Automated Release Tracking System

HOC Homeownership Center

HTC HUD Test Center

HUD U.S. Department of Housing and Urban Development

HUDAR HUD Acquisition Regulation

HUD/ISG Internet Services Group within the Telecom Processing Division

ACRONYM DEFINITION

HUD Web HUD’s Intranet Web Site and related WEB pages.

IG or OIG Office of the Inspector General

IPT Integrated Project Team

ISP Information Strategy Plan

IT Information Technology

IV&V Independent Validation and Verification

LAN Local Area Network

LBPI Lead Based Paint Inspections

LEC Lead Evaluation Contractor

LOE Level of Effort

NLLAP The National Lead Laboratory Accreditation Program

NLT Not Later Than, or No Later Than

OCPO Office of the Chief Procurement Officer

OIG Office of Inspector General

OMB Office of Management and Budget

PL Public Law

PM Project Manager

POC Point of Contact

PPM Project Planning and Management

PR Problem Report(s)

PSP Paint Stabilization Plan

QA Quality Assurance

QASP Quality Assurance Surveillance Plan

QCP Quality Control Plan

SF Standard Form

TBD To be determined

U.S.C United States Code

VI Visual inspection

WSR Weekly Status Report

C-3 GOVERNMENT PROVIDED INFORMATION AND SERVICES

The Contractor shall ensure accurate control and accountability of all Government Furnished Information

(GFI) in accordance with the terms and conditions of this contract. The Government will furnish, at no cost to the Contractor, the GFI and services shown below.

3.1 Materials. The Government will provide guidelines and regulations as identified within this

PWS. Copies of required materials may be provided to the Contractor in hard copy or soft copy. All materials will remain the property of the Government and will be returned to the GTR upon request or at the end of the contract period.

3.2 Quality Assurance (QA). The Government will 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.

3.3 Information Systems. The Contractor will have access to the required systems made available by HUD to perform disposition activities as the source of data for the performance of this contract

(currently P260). The GTR will assist with access to P260 or its replacement. P260 is an internet based system that serves as the primary system of record for all REO case management transactions.

3.4 RESERVED

3.5 Security Access. Due to the sensitivity of property and contractor profile data, access to HUD systems will be limited to individuals based upon their specific duties and the security of the system. As a condition of obtaining access, Contractor employees requiring access to HUD systems will submit to the

GTR an original and one copy of completed Standard Form 85P, Questionnaire for Public Trust Positions, Optional Form 306 and FD-258 Finger Print Chart. Contractor must submit required forms for staff requiring system access within 14 days of contract award. Contractor staff may be required to provide other background information as deemed appropriate for the requested security access level. HUD may grant, deny, or revoke an individual’s access rights to a HUD system based upon the results of the security background check of the individual. The Contractor shall provide written notification to the GTR no later than one (1) business day of termination or resignation of any employee granted HUD systems access or when there is no longer a need for access to HUD systems by any Contractor employee. The

Contractor shall maintain an up-to-date list that identifies contract employees with access to each of the information systems described in Section 3.3 and the justification for each employee’s level of access.

The Contractor shall not provide access to individuals until HUD provides written authorization.

3.6 HUD Provided Training. HUD will provide training for the contractor to include key personnel and staff as approved by HUD. The training will be on policy, processes and systems usage and conducted via teleconference.

C-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 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.

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 GTR after contract expiration.

4.2 Contractor Personnel. The Contractor shall provide a Contract Manager who shall be responsible for the performance of work. An alternate shall also be designated to act in the absence of the

Contract Manager. These Contractor personnel (main point of contact and alternate point of contact) are considered Key Personnel by the Government and shall be listed as such in accordance with HUDAR

2452.237-70, “Key Personnel”. The Contract Manager and alternate shall have full authority to act on all contract matters relating to daily operations of this contract. Accordingly, at a minimum, the points of contact shall have the technical knowledge of the requirement and be in the position to actually receive assignment, guidance and direction from the GTR, GTM and CO per HUDAR 2452.237-73, Conduct of

Work and Technical Guidance and shall be allocated enough hours to the requirement to ensure successful performance. These points of contact shall each be an employee of the Contractor. An employee of a subcontractor is not acceptable for either of these positions. The Contract Manager or alternate shall be available to Government personnel between the hours of 8:00am to 4:30pm, Monday through Friday, except Federal Holidays or when the Government facility is closed for any reason.

4.3 Identification of Contractor Employees. All Contractor/subcontractor personnel shall wear company picture identification badges as to distinguish themselves from Government employees. When conversing with Government 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 work space area with their name and company affiliation, or as a minimum, “Contractor” after name.

4.4 Quality Control. 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 the Contractor assures himself that his work complies with the requirements of the contract. The Contractor shall provide the associated

Quality Control Plan to the Government as directed.

4.4.1 Quality Control Plan. The Contractor shall develop, maintain, enforce and document a Quality

Control Plan (QCP). The QCP shall ensure the Government receives the 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 threshold established in the Government’s QASP. The QCP shall address Quality Management Approach, Quality Assurance, Quality Control and Quality Standards.

C-5 SPECIFIC TASKS AND DELIVERABLES

The Contractor shall provide lead based paint evaluation services for HUD-owned Single Family properties (with 1 to 4 units each). These services shall include: performing visual assessments, conducting lead-based paint inspections, preparing paint stabilization plans, and conducting clearance examinations. Visual Assessment Reports, Lead Based Paint Inspection Reports, and Stabilization Plans shall all be completed and submitted to the FSM within (6) six business days of initial assignment.

5.1 – DETAILED TASK DESCRIPTION

5.1.1 Visual Assessments

The Contractor shall conduct visual assessments of assigned properties. Before performing visual assessments, the Contractor will receive via email from the FSM a notice of assignment which shall include the following property profile information:

FHA Case Number

Property Address, City, State, Zip Number of Units 1-4

Nominal Year of Construction.

The Contractor shall, within one business day of receipt of notice of assignment, provide the FSM via email the following information for each property assigned:

Evaluation Company

Evaluation Team Leader

Scheduled Lead Inspection/Visual Assessment Evaluation Start Dates

Reason for inspection/assessment delay, if applicable.

The Contractor shall travel to the site with all equipment, materials, and supplies needed to conduct the visual assessment of the dwelling. The Contractor shall conduct a visual assessment of all interior and exterior areas in order to identify and record those locations that may, if the paint is lead-based paint, pose a lead-based paint hazard. Only in those instances where lead-based paint hazards are identified shall the

Contractor conduct a lead-based paint inspection. All visual assessments shall conform with ASTME

2255 "Standard Practice for Conducting Visual Assessments for Lead Hazards in Buildings" and be in accordance with HUD Guidelines for the Inspection and Control of Lead-Based Paint Hazards in

Housing, Chapter 7 (1997 revision) of each single family residence identified in the notice of assignment.

If it has been determined after completing the visual assessment that no further action is needed, the

Contractor shall submit to the FSM within six business days of initial assignment a Visual Assessment

Report.

Field Data Collected During the Visual Assessment

a. Final Review of Collected Data. The purpose of this visual assessment is to catalog the findings usable for developing lead hazard management programs and in making lead hazard control recommendations. Findings shall be determined by creating a final tabular listing of items identified during visual assessment and assigning condition categories (good, fair, or poor) to each of the items.

This final assessment shall he included in the report to the GTR and it serves to provide a summary of the visual assessment. The following shall be used to create the final tabular categorized listing for each item identified as deteriorated paint or deteriorated lead-based paint:

b. Record the location, description, type, and condition of the observed deteriorated component, as determined during the site visit. When multiple components of the same type within a room, common area or exterior site are tested, assessment shall proceed from left to right, when facing the item, with each component assigned a replicate number, such as column 1, column 2, etc. If only one item is present, no additional numbering is required. For deteriorated paint items, include the potential cause of the deterioration on the tabular listing, if practicable.

c. Record any appropriate use or use pattern notes that go with the item as determined during the site visit.

d. If the inspection reveals no lead-based paint in a property and the AM contractor indicates that it is needed because the property is an older property that will be sold with FHA insurance, the contractor will supplement the inspection report with a clearance form.

5.1.2 Lead-Based Paint Inspections

The Contractor shall conduct lead-based paint inspections and submit a Lead-Based Paint Inspection

Report to the FSM within (6) six business days of initial assignment. Lead-based paint inspections shall be conducted in all rooms, areas and exterior sites. The Contractor may choose to conduct several of the activities simultaneously as needed to complete each lead-based paint inspection.

The lead based paint inspection process is as follows:

1. Assemble a property profile. Using the background information acquired, assemble a profile of the property including information on all the items presented in Table 1 (see Attachment 1).

2. Prepare site visit preparation summary. All data gathered above shall be reviewed, evaluated, and summarized into an internal site visit preparation summary by the lead-based paint inspector before visiting the site. The contractor shall use this summary to direct efforts during the on-site visit.

Permission-related releases shall be grouped together and attached to the summary for quick reference.

The background information and property profile data previously collected shall be used to construct this listing.

3. Identify, categorize and record all deteriorated paint, paint chips and paint debris. At a minimum, the following identifiers shall be recorded for each identified and recorded item:

a. Record the physical location of the deteriorated paint, paint chips, and/or paint debris.

b. Record a description of the deteriorated paint, paint chips, and/or paint debris.

c. Record the type of deteriorated paint, paint chips, and/or paint debris.

d. Record and categorize the condition of the deteriorated paint, paint chips, and/or paint debris.

(1) General condition information to be recorded is indicated in Table 2 included as

Attachment 2 in Section J.

(2) In addition to recording this information, categorize the physical condition of each item into categories: either good, fair, or poor.

e. For deteriorated paint, identify the potential cause of the deterioration. For each incident of deteriorated paint, record the most probably cause(s) of the deterioration. Identify, if practicable, whether the probable cause of deterioration is moisture damage, friction and impact damage, or poor surface preparation.

4. Review Collected Data. Review, evaluate, and summarize all available data gathered from the visual assessment and previously collected data to provide a frame of reference for asking questions and understanding answers from the acquired information.

5. Specifications for Collection of Paint Samples. Lead determination of coatings not amenable to X-ray fluorescence (XRF) testing (highly curved, ornate or restricted space locations) shall be tested by sample collection followed by laboratory analysis. For collected paint samples, the Contractor shall ensure that all area dimensions are collected and recorded in centimeters (with precision to the nearest millimeter). The requirements of ASTM E 1729 "Standard Practice for Field Collection of Dried Paint Samples for Lead

Determination by Atomic Spectrometry Techniques” or its HUD-approved equivalent, shall be used for paint sample collection. For each submitted sample, the contractor shall provide the laboratory with the collection dimensions in centimeters (with precision to the nearest millimeter), and obtain the results from the laboratory required for reporting under this contract.

a. Paint chip samples (if any) shall be assigned unique identification numbers, and be recorded on a chain of custody form meeting the requirements of ASTM D 4840, “**Standard Guide for Sampling Chain-of-Custody Procedures," or its HUD-approved equivalent, and be sent for laboratory analysis. Paint chip samples shall be taken only when absolutely necessary because no other painted surface with the same painting history as the surface in question is available on which to perform XRF testing.

Paint chip samples shall be minimized, but not be commingled or composited.

b. For each testing combination in the dwelling, one location per testing combination shall be tested except for interior and exterior walls, where one location on each wall shall be tested.

c. All tests shall be directed to locations that represent all layers of the coating on the component. Specific test results for each and every testing combination tested by the contractor shall be reported regardless of the classification as to containing or not containing lead-based paint.

d. For each residence inspected, the contractor shall either acquire an existing floor plan or create a floor plan. This floor plan shall clearly indicate the major architectural features, such as windows, doors, closets and compass orientation. The floor plan does not need to be drawn to scale but shall be recognizable to an occupant of the residence. The intent of the floor plan is to provide HUD and/or the prospective Owner with a map for codes and terms used by the inspector to track and report results. The contractor shall ensure that reported test result locations correlate with designations used on the floor plan. Component and room equivalent names shall be consistent throughout the report. The designations shall be used to record and report locations of tests made on testing combinations.

e. The contractor shall place on the floor plan a unique label for each room (such as living room, bedroom 1, bedroom 2,) or common area (such as hallway 1, hallway 2) and a wall orientation designation using the letters A, B, C, and D starting with the wall to the left of the main entryway into the dwelling.

f. When multiple components of the same type are tested within a room, a common area, or exterior site, testing shall proceed from left to right, when facing the component, with each component assigned a replicate number, such as column 1, column 2. If only one item is present, no additional numbering is required.

g. For each exterior site inspected, the contractor shall either acquire an existing site plan or create a new site plan. This site plan shall clearly indicate the major architectural and topographical features, such as the locations of properties and other structures; fences, streets, driveways and parking lots; pools, ponds and streams; large hills and ditches; and compass orientation. The site plan does not need to be drawn to scale but should be recognizable to an occupant of the dwelling. The intent of the site plan is to provide HUD and/or the prospective

Owner with a visual definition map for codes and terms used by the inspector to track and report results. The contractor shall ensure that reported test result locations correlate with designations used on the site plan. Names of architectural and topographical features shall be consistent throughout the report. The designations shall be used to record and report locations of tests made. The contractor shall place on the site plan a unique label for each major architectural and topographical feature.

h. Wallpaper shall be tested because it may cover lead-based paint. Components not listed in

Table 7.1 of the 1997 revision of the HUD Guidelines Chapter 7 that are coated with paint, varnish, shellac, wallpaper, stain, or other coatings shall also be considered as a separate testing combination and tested as such.

i. Exteriors shall be included for testing.

j. The contractor shall regard parts of components as separate testing combinations if they have evidence that different parts have separate and distinct painting histories.

k. Painted furniture that is physically attached to the residence shall be included for testing.

l. Substrates shall be identified as one of the following types: brick, concrete, drywall, metal, plaster, or wood. Other substrate types shall be assigned the closest among the designated types based on density, porosity, and other physical factors, with the inspection record annotated with the actual substrate type.

6. Create a Lead Based Paint Inspection Report prepared in accordance with 24 CFR 35.1320(a), to include an inspection data supplement, which shall address each residence, room, area and exterior site for which a lead-based paint inspection was performed. The report shall also include the following:

A. Summary of the Findings

Depending on the evaluation type, the Summary of Findings shall include the following:

a. A summary of the visual assessment findings.

b. A description of the location, type, and condition of identified deteriorated paint, or paint debris.

c. A summary table of all inaccessible areas and special conditions that substantively deterred access to areas that were not evaluated.

B. Lead-Based Paint Inspection Data Supplement

The contractor shall prepare and issue a lead-based paint inspection data supplement for…