DU204SB-17-R-0001_Amendment_2_Conformed_Copy_Complete.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE PAGE OF PAGES

1 2

2. AMENDMENT/MODIFICATION NO. 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUEST NO. 5. PROJECT NO. (If applicable)

000002 1/9/2017

6. ISSUED BY CODE 7. ADMINISTERED BY (If other than Item 6) CODE

US DEPARTMENT OF HUD

OFFICE OF THE CHIEF PROCUREMENT

OFFICER

40 MARIETTA STREET 14TH FLOOR

ATLANTA GA 30303-2806

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State, and ZIP Code) () 9A. AMENDMENT OF SOLICITATION NO.

DU204SB-17-R-0001

9B. DATED (SEE ITEM 11)

12-02-2016

10A. MODIFICATION OF CONTRACT/ORDER NO.

CODE FACILITY CODE 10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of offers X is extended is not extended

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or, (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If, by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS,

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

() A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO. IN ITEM

10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.)

AS SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103.(b)

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

IMPORTANT: Contractor is not is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

The purpose of Amendment 000002 is to:

A. The proposal due date is extended to: January 17, 2017 Time: 3:00 PM, Eastern Time.

B. To notify all potential offerors that this 3.10 Field Service Management Solicitation is a

100% (Percent) Small Business Set-Aside.

C. The Questions & Answers are hereby uploaded/attached to Amendment 000002.

D. The following list of changes have been incorporated into solicitation DU204SB-17-R-0001

Conformed Copy and revised attachments via Amendment 000002. The list of changed items are numbered below:

1. SECTION B - Supplies or Services and Prices/Costs

2. All Section B Attachments (9-11) for the Santa Ana HOC

3. SECTION B - Missed/ Late Routine Inspections

4. PWS Section 1.2 Asset Assignments and Performance

5. PWS Section 1.3 Performance and Payment Bond

6. PWS Section 1.3 Electronic Disclosures, Records and Signatures

7. PWS Section 1.12 Contractor Travel

8. PWS Section 1.13 Quality Control, Contingency, and Property Management Plans

(collectively, the “Plans”)

9. PWS Section 3.3 Equipment

10. PWS Section 4.1 Facilities

11. PWS Section 4.4 Missing Appliances

12. PWS Section 4.5 Contractor Personnel

13. PWS Section 4.5 Quality Control Manager

14. PWS Section 5.2.2.3 Disposal of all Debris, Refuse, and Personal Property

15. PWS Section 5.2.2.3 Post-Acquisition Utility Charges

16. PWS Section 5.2.2.3 Purchaser Testing

17. PWS Section 5.2.4 Environmental Compliance

18. PWS Section 5.2.4 (Subsection) Costs

19. PWS Section 5.2.6 Custodial Properties

20. PWS Section 5.4.1 Quality Assurance Reviews

21. PWS Section 6 Deliverables

22. PWS Performance Requirement Summary (PRS) Chart

23. SECTION F – Deliveries and Performance

24. SECTION H - Special Contract Requirements

25. Section I (Inserted) FAR Clause 52.211-11 ,Liquidated Damages-Supplies, Services, or

Research and Development

26. Section I (Inserted) FAR Clause 52.245-1, Government Property (APR 2012)

27. The second listed L.8 Questions was changed to read Section L.9 QUESTIONS: No additional questions will be accepted.

28. Revised Attachment 5 Allowable Pass Through Expenses

29. Revised Attachment 12 Responsibility Determination

30. All References to all HUD Handbooks, Mortgagee Letters, and Housing Notices have been updated to the current version.

E. End of Amendment 000002.

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print) 16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

15B. CONTRACTOR/OFFEROR 15C. DATE SIGNED 16B. UNITED STATES OF AMERICA DATE SIGNED

(Signature of person authorized to sign)

BY

(Signature of Contracting Officer)

1/9/2017

NSN 7540-01-152-8070

PREVIOUS EDITION UNUSABLE

30-105 STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

Charles W. Hoyle Jr.

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

1 162

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-HU-2016-00241

X

HUD-NFSB

US DEPARTMENT OF HUD

OFFICE OF THE CHIEF PROCUREMENT

OFFICER

40 MARIETTA STREET

14TH FLOOR

ATLANTA GA 30303-2806

N/A 1500 ET 01/17/2017

CHARLES W HOYLE

CHARLES.W.HOYLEJR@HUD.GOV

X

X

X

X

X

X

X

X

X

X

X

X

X

PAGE(S)

CHARLES W. HOYLE

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

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

CONFORMED COPY

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 162

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

DU204SB-17-R-0001

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

The following items have be changed on the

Conformed Copy Standard Form 33 to be included in

Amendment 00002 package; A. Page of Pages B.

Solicitation Due Date. C. Section 11 Table of

Contents.

SOLICITATION GEOGRAPHICAL AREA has not changed

This conformed copy solicitation is specific to the Santa Ana Homeownership Center which covers areas: 4S (Nevada, Idaho),6S (California, Hawaii, Guam, and the Northern Mariana Islands) and

[3S/5S (Arizona)/(California, Hawaii, and the

American Samoa Islands)] Section J attachment 1

Geographical Areas.

FOB: Destination

Period of Performance: 06/01/2017 to 05/31/2018

0001 Base Period

Product/Service Code: Z1FZ

Product/Service Description: MAINTENANCE OF OTHER

RESIDENTIAL BUILDINGS

0002 Option Period 1

Product/Service Code: Z1FZ

Product/Service Description: MAINTENANCE OF OTHER

RESIDENTIAL BUILDINGS

Period of Performance: 06/01/2018 to 05/31/2019

0003 Option Period 2

Product/Service Code: Z1FZ

Product/Service Description: MAINTENANCE OF OTHER

RESIDENTIAL BUILDINGS

Period of Performance: 06/01/2019 to 05/31/2020

0004 Option Period 3

Product/Service Code: Z1FZ

Product/Service Description: MAINTENANCE OF OTHER

RESIDENTIAL BUILDINGS

Period of Performance: 06/01/2020 to 05/31/2021

0005 Option Period 4

Product/Service Code: Z1FZ

Product/Service Description: MAINTENANCE OF OTHER

RESIDENTIAL BUILDINGS

Period of Performance: 06/01/2021 to 05/31/2022

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

NSN 7540-01-152-8067

Santa Ana HOC

Amendment 000002 Conformed Copy

SECTION B – Supplies or Services and Prices/Costs

B.2 SERVICE

CLIN 0001: PRE-CONVEYANCE 4

CLIN 0010: PRE-CONVEYANCE 5

CLIN 0019: PRE-CONVEYANCE 7

CLIN 0028: PRE-CONVEYANCE 8

CLIN 0037: PRE-CONVEYANCE 10

SECTION C – Description/Specifications 14 SECTION D – Packaging and Marking 78 SECTION E – Inspection and Acceptance 80 SECTION F – Deliveries or Performance 81 SECTION G – Contract Administration Data 82 SECTION H – Special Contract Requirements 91 SECTION I – Contract Clauses 105 SECTION J – List of Attachments 122 SECTION K – Representations, Certifications, and Other

Statements of Bidders 123 SECTION L – Instruction, Conditions, and Notices to Bidders 141 SECTION M – Evaluation Factors for Award 158

Amendment 000002 Conformed Copy

SECTION B - Supplies or Services and Prices/Costs

B.1 CONTRACT DEFINITION - INDEFINITE – QUANTITY/FIXED-UNIT-RATE

This is a hybrid (Fixed-Price and Cost Reimbursable CLINs) Indefinite Quantity, Fixed-Unit-Rate contract as defined at Subpart 16.504 of the Federal Acquisition Regulation and in Section I, Clause 52.216-22, Indefinite Quantity, herein. Services provided by the Contractor under the contract shall be obtained as stated in HUDAR 2452.216-78, Ordering Procedures.

B.2 PRICING

Base Period – Fixed Unit Rate

CONTRACT

LINE

ITEMS

(CLINS)

SUPPLIES OR

SERVICES

ESTIMATED

QUANTITIES

UNIT UNIT

PRICE

TOTAL

PRICE

CLIN 0001: PRE-CONVEYANCE

Pre-Conveyance Inspections

See Section J for applicable Attachments

Each

CLIN 0002: HUD PROPERTY INSPECTIONS REPORT

0002 HUD-Owned Vacant

See Section J for applicable Attachments

Each

CLIN 0003: HUD PROPERTY INSPECTION/INITIAL

SERVICES

0003 Vacant Lot

See Section J for applicable Attachments

Each

CLIN 0004: INITIAL SERVICES

0004 HUD-Owned Vacant

See Section J for applicable Attachments

Each

CLIN 0005: ON-GOING PROPERTY MANAGEMENT (PM)

FEE, HUD-OWNED VACANT

0005 HUD-Owned Vacant

See Section J for applicable Attachments

Monthly

CLIN 0005AA: ON-GOING PROPERTY INSPECTION HUD-

OWNED VACANT

Amendment 000002 Conformed Copy

0005AA

Property Inspection

See Section J for applicable Attachments

Bi-Weekly

CLIN 0006: INSPECTION, INITIAL SERVICES, ON-

GOING (PM) FOR CUSTODIAL PROPERTIES

Custodial Properties

See Section J for applicable Attachments

Monthly

CLIN 0007: ON-GOING PM FEE, VACANT LOT

0007 Vacant Lot

See Section J for applicable Attachments

Monthly

CLIN 0008: INTENTIONALLY LEFT BLANK TO PRESERVE

EXISTING CLIN STRUCTURE

CLIN 0009: Pass Through Expenses

Cost Reimbursement Pass-Through Expenses: Please See Section J, Attachment 5

See Section J for applicable Attachments

Each

TOTAL

ESTIMATED

PROPOSED

COST

Option Year One - Fixed Unit Rate (duration 12 months)

CONTRACT

LINE

ITEMS

(CLINS)

SUPPLIES OR

SERVICES

ESTIMATED

QUANTITIES

UNIT UNIT

PRICE

TOTAL

PRICE

CLIN 0010: PRE-CONVEYANCE

Pre-Conveyance Inspections

See Section J for applicable Attachments

Each

CLIN 0011: HUD PROPERTY INSPECTIONS REPORT

0011 HUD-Owned Vacant See Section J for applicable

Each

Amendment 000002 Conformed Copy

Attachments

CLIN 0012: HUD PROPERTY INSPECTION/INITIAL

SERVICES

0012 Vacant Lot

See Section J for applicable Attachments

Each

CLIN 0013: INITIAL SERVICES

HUD-Owned Vacant

See Section J for applicable Attachments

Each

CLIN 0014: ON-GOING PROPERTY MANAGEMENT (PM)

FEE, HUD-OWNED VACANT

0014 HUD-Owned Vacant

See Section J for applicable Attachments

Monthly

CLIN 0014AA: ON-GOING PROPERTY INSPECTION HUD-

OWNED VACANT

0014AA

Property Inspection

See Section J for applicable Attachments

Bi- Weekly

CLIN 0015: INSPECTION, INITIAL SERVICES, ON-

GOING (PM) FOR CUSTODIAL PROPERTIES

Custodial Properties

See Section J for applicable Attachments

Monthly

CLIN 0016: ON-GOING PM FEE, VACANT LOT

0016 Vacant Lot

See Section J for applicable Attachments

Monthly

CLIN 0017: INTENTIONALLY LEFT BLANK TO PRESERVE

EXISTING CLIN STRUCTURE

CLIN 0018: Pass Through Expenses

Cost Reimbursement Pass-Through Expenses: Please See Section J, Attachment 5

See Section J for applicable Attachments

Amendment 000002 Conformed Copy

TOTAL

ESTIMATED

PROPOSED

COST

Option Year Two - Fixed Unit Rate (duration 12 months)

CONTRACT

LINE

ITEMS

(CLINS)

SUPPLIES OR

SERVICES

ESTIMATED

QUANTITIES

UNIT

UNIT

PRICE

TOTAL

PRICE

CLIN 0019: PRE-CONVEYANCE

Pre-Conveyance Inspections

See Section J for applicable Attachments

Each

CLIN 0020: HUD PROPERTY INSPECTIONS REPORT

0020 HUD-Owned Vacant

See Section J for applicable Attachments

Each

CLIN 0021: HUD PROPERTY INSPECTION/INITIAL

SERVICES

0021 Vacant Lot

See Section J for applicable Attachments

Each

CLIN 0022: INITIAL SERVICES

HUD-Owned Vacant

See Section J for applicable Attachments

Each

CLIN 0023: ON-GOING PROPERTY MANAGEMENT (PM)

FEE, HUD-OWNED VACANT

0023 HUD-Owned Vacant

See Section J for applicable Attachments

Monthly

CLIN 0023AA: ON-GOING PROPERTY INSPECTION HUD-

OWNED VACANT

0023AA

Property Inspection

See Section J for applicable

Bi-Weekly

Amendment 000002 Conformed Copy

CLIN 0024: INSPECTION, INITIAL SERVICES, ON-

GOING (PM) FOR CUSTODIAL PROPERTIES

Custodial Properties

See Section J for applicable Attachments

Monthly

CLIN 0025: ON-GOING PM FEE, VACANT LOT

0025 Vacant Lot

See Section J for applicable Attachments

Monthly

CLIN 0026: INTENTIONALLY LEFT BLANK TO PRESERVE

EXISTING CLIN STRUCTURE

CLIN 0027: Pass Through Expenses

Cost Reimbursement Pass-Through Expenses: Please See Section J, Attachment 5

See Section J for applicable Attachments

Each

TOTAL

ESTIMATED

PROPOSED

COST

Option Year Three - Fixed Unit Rate (duration 12 months)

CONTRACT

LINE

ITEMS

(CLINS)

SUPPLIES OR

SERVICES

ESTIMATED

QUANTITIES

UNIT

UNIT

PRICE

TOTAL

PRICE

CLIN0028: PRE-CONVEYANCE

Pre-Conveyance Inspections

See Section J for applicable Attachments

Each

CLIN 0029: HUD PROPERTY INSPECTIONS REPORT

0029 HUD-Owned Vacant

See Section J for applicable Attachments

Each

CLIN 0030: HUD PROPERTY INSPECTION/INITIAL

SERVICES

Amendment 000002 Conformed Copy

0030 Vacant Lot

See Section J for applicable Attachments

Each

CLIN 0031: INITIAL SERVICES

HUD-Owned Vacant

See Section J for applicable Attachments

Each

CLIN 0032: ON-GOING PROPERTY MANAGEMENT (PM)

FEE, HUD-OWNED VACANT

0032 HUD-Owned Vacant

See Section J for applicable Attachments

Monthly

CLIN 0032AA: ON-GOING PROPERTY INSPECTION HUD-

OWNED VACANT

0032AA

Property Inspection

See Section J for applicable Attachments

Bi-Weekly

CLIN 0033: INSPECTION, INITIAL SERVICES, ON-

GOING (PM) FOR CUSTODIAL PROPERTIES

Custodial Properties

See Section J for applicable Attachments

Monthly

CLIN 0034: ON-GOING PM FEE, VACANT LOT

0034 Vacant Lot

See Section J for applicable Attachments

Monthly

CLIN 0035: INTENTIONALLY LEFT BLANK TO PRESERVE

EXISTING CLIN STRUCTURE

CLIN 0036: Pass Through Expenses

Cost Reimbursement Pass-Through Expenses: Please See Section J, Attachment 5

See Section J for applicable

Amendment 000002 Conformed Copy

TOTAL

ESTIMATED

PROPOSED

COST

Option Year Four – Fixed Unit Rate (duration 12 months)

CONTRACT

LINE

ITEMS

SUPPLIES OR

SERVICES

ESTIMATED

QUANTITIES

UNIT UNIT

PRICE TOTAL

PRICE

CLIN 0037: PRE-CONVEYANCE

Pre-Conveyance Inspections

See Section J for applicable Attachments

Each

CLIN 0038: HUD PROPERTY INSPECTIONS REPORT

0038 HUD-Owned Vacant

See Section J for applicable Attachments

Each

CLIN 0039: HUD PROPERTY INSPECTION/INITIAL

SERVICES

0039 Vacant Lot

See Section J for applicable Attachments

Each

CLIN 0040: INITIAL SERVICES

0040 HUD-Owned Vacant

See Section J for applicable Attachments

Each

CLIN 0041: ON-GOING PROPERTY MANAGEMENT (PM)

FEE, HUD-OWNED VACANT

0041 HUD-Owned Vacant

See Section J for applicable Attachments

Monthly

CLIN 0041AA: ON-GOING PROPERTY INSPECTION HUD-

OWNED VACANT

0041AA

Property Inspection

See Section J for applicable Attachments

Bi-Weekly

CLIN 0042: INSPECTION, INITIAL SERVICES, ON-

GOING (PM) FOR CUSTODIAL PROPERTIES

Custodial Properties

See Section J for

Monthly

Amendment 000002 Conformed Copy applicable Attachments

CLIN 0043: ON-GOING PM FEE, VACANT LOT

0043 Vacant Lot

See Section J for applicable Attachments

Monthly

CLIN0044: INTENTIONALLY LEFT BLANK TO PRESERVE

EXISTING CLIN STRUCTURE

CLIN 0045: Pass Through Expenses

Cost Reimbursement Pass-Through Expenses: Please See Section J, Attachment 5

See Section J for applicable Attachments

Each

TOTAL

ESTIMATED

PROPOSED

COST

TOTAL

ESTIMATED

PROPOSED

COST BASE

& OPTIONS

Initial Services (Pre-Conveyance Inspection, HUD Property Inspection;

CLINs 0001-0004 and corresponding Option Year CLINs) – The fee is based on initial date of assignment, and paid out one time in the month the services were completed. CLIN 0004, the first 10 cubic yards (CY) is at Contractor Expense (10 Cubic Yards include debris, refuse and personal property or any combination of the three). Verifiable debris, refuse or personal property (not to include grass cutting, tree/bush trimming and foliage) in excess of 10 CY and discovered at initial inspections shall be an allowable Pass through Expense and submitted in accordance with the HUDs Financial Control Manual.

Note: Daily damages are assessed to the contractor when the contractor places the property in 1C (triggers CLIN 0004 payment) but the property is found to be in “Not Ready to Show Condition” as determined by the Asset Manager and verified by the GTR. See FAR Clause 52.211-11 Liquidated Damages and calculation below.

Example:

Assuming CLIN 0004 = $800 unit rate $800/30 calendar days = $26.66 per calendar day

Routine (On-going) Property Management (PM) Fees (CLINs 0005,0006, or

Amendment 000002 Conformed Copy

0007 and corresponding Option Year CLINs) – For the purpose of CLINs 0005, 0006, or 0007 and corresponding Option Year CLINs, one month is the first day of the month through the last day of the month (e.g., September 1st through September 30th is one month). For properties not held in the contractor’s inventory for the entire month, the PM Fee will be prorated based on the number of calendar days the property was in the contractor’s inventory for the month. The Contractor will be paid CLINs 0005, 0006, or 0007 based on the property type or acquisition status.

Missed/ Late Routine Inspections: The penalty for not performing an inspection timely (within 10-14 calendar days) in accordance with CLIN 0005, CLIN 0006, or CLIN 0007 and corresponding option CLINs shall be $50.00 per day per occurrence at each property. HUD is limiting the total amount of liquidated damages per occurrence at $500.

See FAR Clause 52.211-11 Liquidated Damages.

Custodial Properties (On-going) Property Management (PM Fees): CLIN 0006) and corresponding Option Year CLINs - For properties not held in the contractor’s inventory for the entire month, the PM Fee will be prorated based on the number of calendar days the property was in the contractor’s inventory for the month.

Cost Reimbursement CLINs: CLIN 0009 (Pass Through Expenses) and corresponding Option Year CLINs – Allowable pass through expenses are listed in Attachment 5. The contractor will be reimbursed for the actual cost of the service or item. There will be no fee/profit or overhead included. All allowable pass through expenses shall be submitted for reimbursement within sixty (60) calendar days from the incurrence of cost. All allowable pass through expenses must be submitted in accordance with the HUD Financial Control Manual.

Contractors Limitation on Cost for Health and Safety Repairs: The amount and type of health and safety repairs necessary under this contract will vary greatly on a per property basis. While the GTR may approve some extreme situations for reconveyance, the presence of health and safety concerns alone is often not sufficient grounds for reconveyance as defined in section 2.1. HUD’s intent is not for the contractors to assume an unlimited amount of risk covering Health and Safety concerns, and to assure that Health and Safety concerns are being remediated promptly in all instances. Therefore, HUD is limiting the contractor’s cost exposure for performing such repairs in accordance with the PWS, absent negligence on the part of the contractor, as follows:

The Health and Safety cost limitation per property will be calculated as the total cost of performance of the initial services (CLINs 0001 – 0004 in the base period or corresponding Option Year CLINs) + 1 month of the On-Going Property Management Fee (CLIN 0005, 0006 or 0007 in the base period or corresponding Option Year CLINs). The contractor may submit costs that exceed the calculated Health and Safety cost

Amendment 000002 Conformed Copy limitation as a valid pass-through expense upon GTR approval in accordance with the HUD Financial Manual.

Example:

Assuming the following CLIN Unit Rates CLIN 0001 = $0; No Pre-Conveyance Inspection Performed

CLIN 0002 = $250

CLIN 0003 = $0; Property not a vacant lot

CLIN 0004 = $800

CLIN 0005 = $200

$250 + $800 + $200 = $1250 calculated Health and Safety cost limitation per property.

B.2 PAYMENT AT CONTRACT EXPIRATION

Payment at contract expiration will be in accordance with the terms and conditions specified at Section G.4.

Amendment 000002 Conformed Copy

Section C - Performance Work Statement (PWS)

3.10 Field Service Management

Vision Statement 16

1 General Information 16

1.1 Introduction 16

1.2 Background 16

1.3 Constraints 19

1.4 Description of Services 22

1.5 Non-Personal Services 22

1.6 Period of Performance 23

1.7 Place of Performance 23

1.8 Hours of Operation 23

1.9 Special Qualifications 23

1.10 Post Award/Kickoff Conference 23

1.11 Status Meetings 24

1.12 Contractor Travel 24

1.13 Transition In 24

1.14 Transition Out 29

2 Definitions and Acronyms 29

2.1 Definitions 29

2.2 Acronyms 38

3 Government-Furnished Property and Services 40

3.1 Government Services 40

3.2 Facilities 42

3.3 Equipment 42

3.4 Materials 42

3.5 Quality Assurance (QA) 43

4 Contractor-Furnished Items and Services 43

4.1 Facilities 43

Amendment 000002 Conformed Copy

4.2 Equipment 44

4.3 Material 44

4.4 Contractor Responsibilities 44

4.5 Contractor Personnel 51

4.6 Identification of Contractor Employees 53

4.7 Quality Control 53

4.7.1 Quality Control Plan 54

5 Specific Tasks 54

5.1 GENERAL REQUIREMENTS 54

5.2 PROPERTY MANAGEMENT 54

5.3 REQUIRED REPORTS 72

5.4 Quality Assurance 72

6 Deliverables 73

6.1 Quality Control Plan 74

6.2 Acceptance Criteria 75

7 Performance Requirements Summary 75

8 Related Documents 75

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Vision Statement

The vision of this requirement is to obtain contractor support to assist HUD with property management services. By obtaining these services HUD will better ensure that:

• FHA insured properties are maintained in a manner that preserves communities;

• HUD has real time access to all property related information;

• Properties are secured and safe from hazardous conditions;

• Property values are preserved;

• Properties are maintained in a manner that reflects a high standard of care;

• There is a high level of customer satisfaction with HUDs property disposition program.

1 General Information

1.1 Introduction

The Department of Housing and Urban Development (HUD), Single Family Housing, Real-Estate Owned (REO) Division is seeking contractor support to provide property management services. Services shall include property maintenance and preservation services, property inspection, securing property, and performing cosmetic enhancements/repairs.

1.2 Background

The Federal Housing Administration (FHA), an organizational unit within HUD, administers the single-family mortgage insurance program. FHA insures approved lenders against the risk of loss on mortgages obtained with FHA financing. In the event of a default on an FHA insured loan, the lender acquires title to the property by foreclosure, a deed-in-lieu of foreclosure, or other acquisition method, files a claim for insurance benefits and conveys the property to HUD. As a result of acquisitions through the mortgage insurance program and other programs, HUD has a need to manage and sell a sizable inventory of single-family homes in a manner that promotes home ownership, preserves communities, and maximizes return to the FHA insurance funds. HUD is the largest single seller of real estate in the US. In fiscal year 2013, the Department sold 112,162 single-family homes.

HUD administers the REO disposition program through four (4) Homeownership Centers (HOCs) located in: Philadelphia, Pennsylvania; Atlanta, Georgia;

Denver, Colorado; and Santa Ana, California. Each HOC is responsible for a

Amendment 000002 Conformed Copy designated geographic area. Within each HOC there will also be designated contract areas for Field Service Managers.

Since 1999, HUD has been outsourcing the disposition of its REO inventory to Management and Marketing (M&M) Contractors. To ensure the continued success of its disposition program and to further capitalize on the disposition expertise of the private sector, in 2007, HUD conducted extensive market research on industry best practices surrounding the REO asset disposition process to structure the third generation of the contracting program, herein after referred to as M&M III. This acquisition, like Management and Marketing3.6 and 3.8, is part of the third generation of M&M services. Based on a history of market research results from M&M III, HUD has continued to develop a disposition structure for the management and marketing of REO inventory that will streamline its operations, capitalize on the expertise of its potential Contractors, and provide flexibility to meet changing market conditions in the REO industry.

Key elements of the disposition structure include:

Centralization of mortgagee compliance functions under a Mortgagee Compliance Manager (MCM) responsible for pre- and post-property conveyance activity including approval of claims for payment, title reviews, and inspection reviews.

Separation of marketing functions Asset Managers (AM) from property management functions Field Service Managers (FSM).

OVERVIEW OF ASSET DISPOSITION CONTRACT STRUCTURE

This section describes the three (3) entities under the M&M III disposition structure and the roles and responsibilities of each Contractor within the structure.

The entities under the new disposition strategy include:

Field Service Manager (FSM)

Field Service Manager (FSM)- Section 1.4 includes a detailed summary of the description of services of the FSM Contractor. Below is a summary of the purpose and objectives of other Contractors in the M&M III asset disposition structure.

Mortgagee Compliance Manager (MCM)

The Mortgagee Compliance Manager shall perform a variety of pre- and post-property conveyance services to ensure that HUD's interests are protected.

These services will include: reviewing property inspections to ensure the property is in conveyance condition; resolving conveyance exceptions;

providing guidance to Mortgagees related to pre-conveyance and post-

Amendment 000002 Conformed Copy conveyance responsibilities; and leveraging HUDs software and information systems to execute and complete the tasks within its contract.

Asset Managers (AM)

The AMs are responsible for the marketing and sale of REO property. AMs will be contracted to market HUD-owned properties within their selected geographical area.

OVERVIEW OF THE ASSET DISPOSITION PROCESS (ADP)

M&M III consists of the following major processes; (1) Pre-Conveyance Activity; (2) Conveyance Activity; (3) Claim Review Activity; (4) Management Activity; (5) Marketing Activity; (6) Closing Activity; and (7) Oversight Monitoring.

ASSIGNMENT OF ASSETS

Property assignments will be made via HUD’s Business Service Provider (BSP) software platform, currently P260 or its successor systems, beginning at the start of the Ramp-up phase of the transition period (See Section C.1.13, Ramp-up). During this phase, HUD will begin to assign new acquisitions and transfer unsold inventory, held off market and custodial properties to the Contractor. Following the transition period, HUD will continue to assign assets via P260 on an ongoing basis. Property assignments may be made multiple times per day, or after business hours, so contractors are reminded to continuously monitor their active inventory.

Asset Assignments and Performance:

Through the life of the contract, the Government Technical Representative (GTR) will monitor contractor performance based on HUDs Quality Assurance (QA) procedures. The Government will issue a Quarterly Performance Report (QPR) in the form of a contractor performance scorecard, and/or a summary of periodic HUD qualitative inspections and reviews which will assess the contractor’s adherence to the standards detailed in the Performance Requirements Summary (PRS). The scorecard assessment period and liquidated damages will begin on the 121st calendar day after the contract period of performance start date (i.e. contract award date unless otherwise extended) and last through the entire time period the Contractor performs the duties as listed under this contract. Contractors who are performing at a satisfactory level as indicated on the QPR and as a result of HUD inspections and reviews will likely continue to receive new property acquisitions within their awarded geographical area. Contractors who are performing at below a satisfactory level as indicated by the QPR and as a result of HUD Inspections and reviews may find their assignments impacted by the following:

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1. Realignment: The Government may unilaterally realign the existing geographic area in accordance with the clause H.6, Option to Increase/Decrease the Geographic Service Area.

2. Non-Assignment: The Government may unilaterally stop assigning assets to a Contractor due to unsatisfactory performance. Contractors are not guaranteed any new assignments if the Government has stopped assigning assets. The Government will continue to review and monitor the Contractors performance to determine if the Contractor meets the performance requirement in a timely manner.

3. Non-exercise of Option Periods: A satisfactory contract year-end performance rating is required for exercise of an option. Continued satisfactory performance is also required after an option is exercised in order for assignments to continue for the entire period.

Geographic Areas Administration and Oversight

There will be a Contracting Officer (CO) and a Government Technical Representative (GTR) for each of the entities listed under Section 1.2 of this PWS. The contracts will be administered from the respective program/geographic areas and the Office of the Chief Procurement Officer

The program area administration will be as follows:

Santa Ana Homeownership Center

1.3 Constraints

The services identified in this PWS will adhere to the rules, regulations, laws, standards, and conventions identified by HUD as well as within the Federal Government. Constraints include the following:

Written Approval

In general, the appropriate HUD official will provide electronic approval of Contractors requests through the applicable HUD information systems. Where approvals are not provided through the system, the GTR will provide approval in writing unless otherwise stated in this PWS. Unless the PWS specifically authorizes oral communications, the Contractor acknowledges that oral communications do not constitute approval, consent or authorization and if it proceeds without written or electronic approval, it accepts the risk of proceeding.

Effect of Approval

Notwithstanding the rights of approval and acceptance reserved to HUD, the Contractor shall be solely and primarily responsible for the performance of every requirement in this PWS. Neither the reservation nor the exercise of HUDs approval or acceptance rights will be deemed to relieve the Contractor

Amendment 000002 Conformed Copy from its responsibility or to create any liability by HUD to the Contractor or third parties, with respect to the performance of the PWS requirements.

Compliance with Legislative, Regulatory and Policy Requirements

The Contractor shall comply with all Federal, state or local laws and all regulations pertaining to the activities described in this PWS. When local laws and regulations conflict with HUD requirements, the Contractor shall notify the GTR and the Contracting Officer.

Performance and Payment Bond

HUD is entrusting the Contractor with the care of valuable government property. Therefore, for the protection of the Federal Government and persons supplying labor or materials for the work under this PWS, the Contractor shall furnish one (1) performance bond and one (1) payment bond in the amount of $500,000.00 each, or the Contractor may furnish the alternatives to performance bond and payment bonds described in FAR 28.204.

Examples of these alternatives include United States bonds or notes, certified or cashier’s checks, bank drafts, money orders, currency, or irrevocable letter of credit.

Conflicts of Interest

General Rule

The Contractor shall not engage in, or permit, any conflict of interest. In addition to any other conflicts of interest prohibited under applicable law, each of the following situations will constitute a conflict of interest.

Pass-Through

The Contractor cannot purchase or obtain services from an Affiliated Entity of the Contractor for which HUD makes pass-through reimbursement under this

PWS.

Kick-backs, Rebates, Referral Fees

The Contractor, a Management Official of the Contractor, an Immediate Family member of a Management Official of the Contractor, or an Affiliated Entity of the Contractor may not directly or indirectly receive any form of payment, income, revenue, compensation, or anything else of value from any person or entity, other than HUD or the Contractor, for performance of the Contractors responsibilities under this PWS.

Excluded Purchasers

The Contractor, Subcontractor, a Management Official, their immediate family members, or any affiliated Entity under contract with HUD who has involvement in the management, marketing, or oversight of HUD-Owned

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Properties under HUDs M & M III contracts, are prohibited from purchasing or leasing a HUD-Owned Property.

Prohibition on Pre-Conveyance Preservation and Protection Work

The Field Service Manager, its affiliated companies or its agents/ subcontractors are prohibited from performing pre-conveyance work on FHA Single Family Insured properties within the area(s)they are performing FSM services. In the event the Field Service Manager, its affiliated companies or its agents/subcontractors performs pre-conveyance work, the fees associated with post-conveyance work are expressly unallowable and will not be paid. The Field Service Manager must certify on an annual basis that the prime contractor, subcontractors, or any affiliated entities have not and/or will not perform pre-conveyance work on FHA Single Family Insured properties during the term of the contract. The initial certification shall be submitted within ten (10) calendar days from contract award. Any option year certifications shall be submitted ninety (90) calendar days before exercising the option period.

NOTICES

The Contractor shall immediately notify the GTR of any actual or suspected conflict the Contractor becomes aware of by any Entity under contract with

HUD.

ELECTRONIC DISCLOSURES, RECORDS AND SIGNATURES

With respect to Federal law, the Contractor shall comply with the Electronic Signatures in Global and National Commerce Act, 15 USC 7001-7006, (ESIGN), including the requirements to, prior to electronically delivering information to a consumer, provide the consumer with certain disclosures and obtain the consumers consent to electronically receive information. The Contractor shall provide consumers with the option of requesting a paper copy of an electronic record and will not charge any fee for such copy. The Contractor shall not use 15 USC 7001(c)(3) to evade compliance with 15 USC 7001(c)(1)(C)(ii). With respect to State law, the Contractor shall comply with ESIGN or, if a State has enacted a statute, regulation, or other rule of law preempting ESIGN pursuant to 15 USC 7002, the State statute, regulation, or other rule of law governing the use or acceptance of electronic records or signatures. This section does not constitute consent by HUD to the use of electronic records as a substitute for paper records or the use of electronic signatures as a substitute for ink signatures. HUD reserves the right to allow electronic disclosures, records and signatures upon notice from the GTR.

Cost Estimating Tool

The Contractor shall use a comprehensive cost estimation and valuation tool provided by HUD. The tool is designed to provide replacement or improvement

Amendment 000002 Conformed Copy costs for property preservation and repair, provide damage estimates, and validate bids submitted for repairs. The Contractor shall use the cost estimating tool to validate the reasonableness of bids submitted for repairs and improvement costs.

The contractor shall Furnish Systems Security Administrator.

The Contractor shall designate a Systems Security Administrator (SSA) no later than ten (10) calendar days after the effective date of the contract and provide this information to the GTR within this timeframe. SSA must complete the mandatory HUD specialized on-line security training course designed for this position. The SSA shall use forms provided by HUD to initiate requests for user access to HUD IT systems and to request access modifications and deletions. The Contractor shall certify, not later than twenty (20) calendar days from the effective date of the contract that all staff has received instruction in system security issues, are familiar with the contents of the current version of HUD Handbook 2400.25, Information Security Program. Additionally, this certification must be made within seven

(7) calendar days from the start date for any new hires.

The SSA will also be subject to HUDs IT General Controls and Monitoring of Contractors security policy. The SSA shall conduct annual security-self assessments and content will be subject to verification by facility inspections to ensure compliance with all HUDs IT security policies.

1.4 Description of Services

HUD seeks Field Service Manager Contractors who shall provide property maintenance and preservation services for HUD REO properties. Contractors will use this information to propose technical solutions that will provide a detailed description of the procedures, documents, or reports that will be developed to meet the services requested. These services shall include:

Property Management; Required Reporting; Quality Assurance

1.5 Non-Personal Services

The Government will neither supervise Contractor employees nor control the method by which the Contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual Contractor employees. It shall be the responsibility of the Contractor to manage its employees and to guard against any actions that are of the nature of personal services, or give the perception of personal services.

If the Contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the Contractor's responsibility to notify the Contracting Officer (CO) immediately. These services shall not be used to perform work of a policy, decision making, or management nature, Amendment 000002 Conformed Copy i.e. inherently Government functions. All decisions relative to programs supported by the Contactor shall be the sole responsibility of the Government.

1.6 Period of Performance

The period of performance shall be for one base period of 12 months and four 12-month option periods, if exercised.

1.7 Place of Performance

The services to be performed under this contract shall be in the jurisdiction of the Santa Ana HOC.

1.8 Hours of Operation

The Contractor is responsible for being available to HUD staff between the hours of 8:00 a.m. to 5:00 p.m. based on the local time zone Monday thru Friday except for Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closing, or similar Government directed facility closings. Government agencies will not be available during scheduled holidays, weekends, and after duty hours.

The Contractor shall 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.

After Business Hours

The Contractor shall be available to respond within thirty (30) minutes after receipt of notification via phone, text or email from HUD and local authorities to resolve property related emergencies after regular business hours. The Contractor shall maintain and monitor a phone number and an e-mail address twenty-four (24) hours a day, seven (7) calendar days per week, 365 calendar days per year.

1.9 Special Qualifications

RESERVED

1.10 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 ten (10) business days after contract award. The Contracting Officer will notify the Contractor of the specific date, location, and agenda within five (5) business days after contract award.

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1.11 Status Meetings

The Contracting Officer, Government Technical Representative (GTR) and other Government personnel, as appropriate may meet quarterly with the Contractor to also review Contractor performance, requirement status, etc. At these meetings, the Contracting Officer will apprise the Contractor of how the Government views the Contractor's performance or progress of the requirement. The Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government. Post Award Conference and subsequent meetings may be held via teleconference.

1.12 Contractor Travel

The Contractor is responsible for all travel related expenses under this contract unless prior authorization from the Contracting Officer.

1.13 Transition In

To ensure a smooth transfer of property and preservation responsibilities from the existing M&M contractor(s), herein after called "Former Contractors", to the Contractor, HUD has provided for a Transition Period.

The Transition Period will run from the effective date of the Contract and will not exceed the timeframes established herein or as set forth by the Contracting Officer. During the Transition Period, the Contractor shall establish or adapt its physical infrastructure, retain qualified staff and develop or obtain necessary hardware, software, Internet applications and information technology. The Contractor shall also: attend HUD provided training, provide training to its workforce to enable them to provide required services under this PWS; obtain all required licenses, permits, bonds and legal permissions required to transact business within the geographical area; and develop and implement quality assurance programs.

The Transition Period shall have two (2) phases, the Start-Up and the Ramp- Up. The activities and timeline for each phase are described below.

The Contractor shall provide an orderly transition of work acceptance and accomplishment such that any impact to the program is minimized. During the Transition-In period, the Contractor shall become familiar with the requirements in order to commence full performance of services by the end of the contract Transition-In period. Transition-In is not required if the successor Contractor is the incumbent Contractor.

Start Up

The Start-Up Phase begins on the effective date of the contract and continues for no more than sixty (60) calendar days. During this period the Contractor shall complete preparation activities, including but not limited

Amendment 000002 Conformed Copy to: attending post award conferences and meetings with HUD staff, attending specialized training provided by HUD; establishing its physical infrastructure; ensuring that a qualified and trained workforce of employees or Subcontractors is in place; obtaining all licenses, permits, bonds and qualifications, required to transact business in the geographic area; and implementing the information technology and support necessary to fully perform the requirements contained in this PWS.

Contractor Responsibilities

Post Award Conference - Within the first week following the effective date of the Contract, the GTR will notify the Contractor of the date and location of the post award conference. The Contractor and key personnel shall attend the post award conference.

Quality Control, Contingency, and Property Management Plans (collectively, the “Plans”).

Within ten (10) calendar days after the post award conference, the Contractor shall submit a Quality Control Plan (QCP) and a Property Management Plan (PMP) to the GTR and CO. Plans shall be submitted electronically. The GTR will review and acknowledge receipt of the QCP and PMP within thirty (30) calendar days. Upon receipt of comments from the GTR, the Contractor shall submit to the GTR within ten (10) business days, a revised QCP and PMP incorporating all comments. The QCP and PMP will be revised as circumstances dictate, to reflect necessary changes throughout the term of the Contract. Procedures for Quality Control and Property Management as outlined by the respective plans should be accurate descriptions of Contractor activities in performance of the activities as outlined in the PWS. Prior to implementing changes, the GTR must receive all changes to the QCP and PMP Plan in writing for review, comment, and approval. The contractor will be responsible for any charge incurred by HUD as the result of any unapproved deviation from the activities outlined in the Contractors QCP and PMP. The Contractor shall maintain the QCP and PMP Plan throughout the Contract or as otherwise required in transfer to HUD or another contractor, if needed.

The Contingency Plan shall be submitted no later than forty-five (45) calendar days after the post award conference to the GTR and CO. The Plan shall be submitted electronically. The GTR will review and acknowledge receipt of the Contingency Plan within thirty (30) calendar days. Upon receipt of comments from the GTR, the Contractor shall submit to the GTR, for their approval, a revised Contingency Plan all comments within (10) business days. The Contractor must implement the Contingency Plan prior to completing the Start Up phase of the transition. The Contingency Plan may be revised as circumstances dictate, to reflect necessary changes throughout the term of the contract. The GTR must approve all changes prior to implementation. The Contractor shall maintain the Contingency Plan

Amendment 000002 Conformed Copy throughout the contract or as otherwise required in transfer to HUD or another contractor, if needed.

Office Space - No later than the tenth (10th) business day following the effective date of the Contract, the Contractor shall secure any and all office space required under Section 4.1 Facilities and notify the GTR via electronic transmission of the address.

Systems Security - No later than the tenth (10th) business day after the effective date of the Contract, the Contractors System Security Administrator (SSA), shall obtain the necessary forms from the designated HUD Security Administrator for each staff person…