RFQ_FRA_Alaska_DU205NC-16-Q-0041_after_Gene.docx

Field Review of Appraisal- State of Alaska Solicitation Number: Q1C5AAC00 Purchase Order Number: To Be Assigned

REQUEST FOR SERVICES AND PRICES/COSTS

1.0 Description

1.1 This is a combined synopsis/solicitation for commercial services prepared in accordance with the format in Federal Acquisition (FAR) Regulation Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotations are being requested and a written solicitation will not be issued.

1.2 This solicitation is issued as a Request For Quotations (RFQ) under solicitation number DU205NC-16-Q-0041.

1.3 The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular (FAC) 2005-88 updated as of May 16, 2016.

1.4 This is a 100% Small Business Set-Aside. The NAICS Code is 531320 and the size standard is $7.5 million.

1.5 This contract has a base period of one year and four one-year options. This is an indefinite quantity fixed-unit-rate purchase order. During the life of the purchase order and all options, the minimum dollar amount is $600 and there is no maximum dollar amount. HUD’s estimated amount of reviews to be ordered over the life of the purchase order (base year and four one-year options) is 80.

1.6 2452.216-76 MINIMUM AND MAXIMUM QUANTITIES OR AMOUNTS FOR ORDER (DEC 2012)

(a) The minimum quantity or amount to be ordered under this contract shall not be less than $600.00.

(b) The maximum quantity or amount to be ordered under this contract shall not exceed there is no maximum amount, and this is not applicable to the contract.

1.7 PERIOD OF PERFORMANCE

The period of performance shall commence on the date of the purchase order award for a base period of one (1) year with four (4) one-year option periods.

1.8 Government’s Required Delivery Schedule

Delivery date for each assigned review is not later than 20 calendar days after government assignment. The Government Technical Representative will have seven calendar days for reviewing, approving and accepting contract deliverables.

Base Period

Option Period 1 N/A

Option Period 2

Option Period 3

Option Period 4

COST/PRICE SCHEDULE

The contractor must use qualified personnel to perform the services described in the Statement of Work, and according to all other terms and conditions of this requirement. The contractor will provide on site interior and exterior Field Review of Appraisals for State of Alaska.

Base Year Period – From

CLIN 0001 Field Reviews of Appraisals

$_ per review

CLIN 0002 Field Reviews of Appraisals

$__per review

CLIN 0003 Field Reviews of Appraisals

$_ __ per review

CLIN 0004 Field Reviews of Appraisals

$____ per review

CLIN 0005 Field Reviews of Appraisals

$____ per review

* See C.2.5 of the Statement of Work. Exterior Only Review: In cases where the contractor cannot gain access to the property, an exterior only review will be conducted. Exterior only reviews consist of driving by and taking a photo of the front of the subject property and comparables from the street. For exterior reviews only, the contractor will receive 60% of the contract unit price.

1.9 Below are additional contract requirement(s) or terms and conditions determined by the Contracting Officer to be necessary for this acquisition and consistent with customary commercial practices:

1.8.1 52.217-9 Option to Extend the Term of the Contract (Mar 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor no later than 30 days prior to the expiration of the contract; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days before the contract expires. The preliminary notice does not commit the Government to an extension.

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

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed the period of time in the Schedule except that extensions pursuant to FAR 52.217-8 permit the duration to extend up to 6 months beyond the stated limit.

1.8.2 FAR 52.216-18, Ordering (OCT 1995)

(a) Any supplies and services to be furnished under this contract shall be ordered by issuance of delivery orders or task orders by the individuals or activities designated in the Schedule. Such orders may be issued from date of award through 5 years thereafter if all options are exercised.

(b) All delivery orders or task orders are subject to the terms and conditions of this contract. In the event of conflict between a delivery order or task order and this contract, the contract shall control.

(c) If mailed, a delivery order or task order is considered “issued” when the Government deposits the order in the mail. Orders may be issued orally, by facsimile, or by electronic commerce methods only if authorized in the Schedule.

1.9 FAR 52.216-19, Order Limitations (OCT 1995)

(a) Minimum order. When the Government requires supplies or services covered by this contract in an amount of less than $600, the Government is not obligated to purchase, nor is the Contractor obligated to furnish, those supplies or services under the contract.

(b) Maximum order. The Contractor is not obligated to honor --

(1) Any order for a single item in excess of $9,600.00;

(2) Any order for a combination of items in excess of $9,600.00; or

(3) A series of orders from the same ordering office within 5 days that together call for quantities exceeding the limitation in subparagraph (b)(1) or (2) of this section.

(c) If this is a requirements contract (i.e., includes the Requirements clause at subsection 52.216-21 of the Federal Acquisition Regulation (FAR), the Government is not required to order a part of any one requirement from the Contractor if that requirement exceeds the maximum-order limitations in paragraph (b) of this section.

(d) Notwithstanding paragraphs (b) and (c) of this section, the Contractor shall honor any order exceeding the maximum order limitations in paragraph (b), unless that order (or orders) is returned to the ordering office within 5 days after issuance, with written notice stating the Contractor’s intent not to ship the item (or items) called for and the reasons. Upon receiving this notice, the Government may acquire the supplies or services from another source.

1.9.1 FAR 52.216-22, Indefinite Quantity (OCT 1995)

(a) This is an indefinite-quantity purchase order for the supplies or services specified and effective for the period stated, in the Schedule. The quantities of supplies and services specified in the Schedule are estimates only and are not purchased by this contract.

(b) Delivery or performance shall be made only as authorized by orders issued in accordance with the Ordering clause. The Contractor shall furnish to the Government, when and if ordered, the supplies or services specified in the Schedule up to and including the quantity designated in the Schedule as the “maximum.” The Government shall order at least the quantity of supplies or services designated in the Schedule as the “minimum.”

(c) Except for any limitations on quantities in the Order Limitations clause or in the Schedule, there is no limit on the number of orders that may be issued. The Government may issue orders requiring delivery to multiple destinations or performance at multiple locations.

(d) Any order issued during the effective period of this contract and not completed within that period shall be completed by the Contractor within the time specified in the order. The purchase order shall govern the Contractor’s and Government’s rights and obligations with respect to that order to the same extent as if the order were completed during the purchase order’s effective period; provided, that the Contractor shall not be required to make any deliveries under this contract after expiration of purchase order.

1.10 HUDAR 2452.237-73 Conduct of Work and Technical Guidance. (MAR 2016)

(a) The Contracting Officer will provide the contractor with the name and contact information of the Government Technical Representative (GTR) assigned to this contract. The GTR will serve as the contractor’s liaison with the Contracting Officer with regard to the conduct of work. The Contracting Officer will notify the contractor in writing of any change to the current GTR’s status or the designation of a successor GTR.

1.11 HUDAR 2452.203-70 Prohibition Against the Use of Federal Employees. (FEB 2006) In accordance with Federal Acquisition Regulation 3.601, contracts are not to be awarded to government employees or a business concern or other organization owned or substantially owned or controlled by one or more government employees. For the purposes of this contract, this prohibition against the use of government employees includes any work performed by the contractor or any of its employees, subcontractors, or consultants.

1.12 HUDAR 2452.208-71 REPRODUCTION OF REPORTS. (APR 1984)

In accordance with Title I of the Government Printing and Binding Regulations, printing of reports, data, or other written material, if required herein, is authorized provided that the material produced does not exceed 5,000 production units of any page and that items consisting of multiple pages do not exceed 25,000 production units in aggregate. The aggregate number of production units is determined by multiplying pages times copies. A production unit is one set, size 8 1/2 by 11 inches or less, printed on one side only and in one color. All copy preparation to produce camera ready copy for reproduction must be set by methods other than hot metal typesetting. The reports should be produced by methods employing stencils, masters, and plates which are to be used in single unit duplicating equipment no larger than 11 by 17 inches with a maximum image of 10 3/4 by 14 1/4 inches and are prepared by methods or devices that do not utilize reusable contact negatives and/or positives prepared with a camera requiring a darkroom. All reproducibles (camera ready copies for reproduction by photo offset methods) shall become the property of the Government and shall be delivered to the Government with the report, data, or other written materials.

1.12.1 HUDAR 2452.209-72 ORGANIZATIONAL CONFLICTS OF INTEREST. (APR 1984)

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

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

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

(b) The Contractor agrees that if after award he or she discovers an organizational conflict of interest with respect to this contract, he or she shall make an immediate and full disclosure in writing to the Contracting Officer which shall include a description of the action which the Contractor has taken or intends to take to eliminate or neutralize the conflict.

The Government may, however, terminate the contract for the convenience of the Government if it would be in the best interest of the Government.

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

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

1.12.2 2452.237-73 Conduct of Work and Technical Guidance. (MAR 2016)

(a) The Contracting Officer will provide the contractor with the name and contact information of the Government Technical Representative (GTR) assigned to this contract. The GTR will serve as the contractor’s liaison with the Contracting Officer with regard to the conduct of work. The Contracting Officer will notify the contractor in writing of any change to the current GTR’s status or the designation of a successor GTR.

1.12.3 HUDAR 2452.239-71 INFORMATION TECHNOLOGY VIRUS SECURITY. (FEB 2006)

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

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

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

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

(c) The Contracting Officer may assess monetary damages against the contractor sufficient to compensate HUD for actual or estimated costs resulting from computer virus damage or malicious destruction of computer information arising from the contractor's failure to take adequate precautions to preclude delivery of virus-containing products in the delivery of hardware, software, or data on diskettes under this contract.

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

1.12.4 The Contracting Officer shall indicate whether the contractor must attend the conference in person or via electronic communication. The Contracting Officer shall use Alternate I when the Post Award Conference will be conducted by telephone or video conferencing

1.12.5 AS-1302 *A1 POSTAWARD CONFERENCE ALTERNATE 1

The contractor, at no additional cost to the Government, shall be required to attend a post-award conference. The conference will be conducted via telephone conferencing. The Contracting Officer or designee will provide the contractor with the date, time and contact information for the conference.

52.252-1 -- Solicitation Provisions Incorporated by Reference. (Feb 1998) This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es):

Federal Acquisition Regulations Clauses and Provisions: http://farsite.hill.af.mil/ U.S. Dept. of HUD Regulations Clauses and Provisions: http://portal.hud.gov/hudportal/HUD?src=program_offices/cop/hudar/hudar_toc

FACTORS FOR AWARD

Submission information (this page will not be included in subsequent purchase order).

FAR provision 52.212-2, Evaluation – Commercial Items (OCT 2014) applies to this acquisition. The government is using the following factors to evaluate offers:

Factors For Award

Offerors shall address the following factors. The factors are equal in importance and, when combined, are more important than price.

FACTOR 1: CAPABILITY

Offerors shall provide a description of how the vendor will complete all assigned reviews within 20 calendar days of assignment. Evidence shall include a list of all proposed licensed FHA-roster appraisers that may be used in performance of this order.

FACTOR 2: QUALITY

Offerors shall describe how assigned appraisers will be trained in the requirements of this order and become familiar with HUD’s Web-based system.

FACTOR 3: PAST PERFORMANCE

Offerors shall submit at least two recent (within the past 6 months) USPAP/S.R. 3 compliant field review completed for HUD or other clients. Evidence shall also include names and telephone numbers of previous clients. HUD may or may not contact prior clients to confirm claimed performance.

A comparative evaluation of offers will be conducted. Also, evaluation of past performance may be based on information such as the contracting officer’s knowledge of and previous experience with the services being acquired, customer surveys, or other reasonable basis, such as CPARS.

The Contracting Officer will issue an order to the responsible offeror whose submission will be most advantageous and offers the overall best value to the Government, price and other factors considered. HUD may issue an order to other than the lowest priced submitter.

SPECIAL PROPOSAL INSTRUCTIONS

1. Complete SF-1449, Request For Quotation (RFQ), blocks 11 to 15. Fill in your proposed prices on the Supplies and Services of Prices/Costs sheet. Travel cost, if any, shall be included in your prices.

1. Provide your DUNS number and TIN in block 11. If you do not have a DUNS number, please call Dun and Bradstreet directly at 1-800-333-0505 to obtain one as stated in this solicitation.

1. Complete the signature block in the Simplified Acquisitions Procedures section.

1. The offeror shall submit quotation package to the address below:

Elizabeth Daniels, Contract Specialist U.S. Department of Housing and Urban Development Contracting Branch Room 2517 77 W. Jackson Blvd., Room 2517 Chicago, Illinois 60604-3507

1. The Government reserves the right to reject any and all quotations or to waive any formalities or informalities in the process, or to make or not make an offer as a result of this solicitation.

1. Quotations, not including resumes and finance information, will be limited to 10 pages in length. Quotations shall be submitted in an original and 3 copies. The quotation shall be complete in itself. As such, do not include other documents by reference. The quotation shall present the offeror’s analysis of the requirements in the Statement of Work and how the work will be accomplished.

1. Note that the quotation must be received by 1:00 PM C.D.T. on Tuesday, July 19, 2016.

6. FAR Clause 52.212-1, Instructions to Offerors – Commercial Items (OCT 2015), applies to this acquisition.

6. Representations and Certifications - Offerors are advised to include a completed copy of the FAR Clause 52.212-3, Offeror Representations and Certifications – Commercial Items (APR 2016), with their offers.

Offerors will submit one hard copy of the quotation with original signatures and submit an electronic version compatible with the Department’s hardware/software via email to the address below. If the offeror elects not to submit its proposal by one hard copy and electronic means, then the offeror must submit the one hard copy with original signatures and three hard copies. Submissions are due by 1:00 p.m. July 19 2016 Central Time. Submit quotations to:

U.S. Department of Housing and Urban Development Chicago Operations Branch Attn: Elizabeth Daniels 77 W. Jackson Blvd, Room 2517 Chicago IL, 60604 For further information regarding the solicitation, please contact Elizabeth Daniels, (312) 913-8540, elizabeth.daniels@hud.gov. The government will award a purchase order on or about July 30, 2016.

For further information regarding the solicitation, please contact Elizabeth Daniels, (312) 913-8540, Elizabeth.daniels@hud.gov.

Statement of Work (SOW) for Appraisal Field Review Services — State of Alaska_______________________ Table of Contents

Statement of Work (SOW) for Appraisal Field Review Services

The contractor shall be responsible for the management and administration of all tasks assigned under the purchase order and shall furnish the necessary personnel, materials, labor, services (including all transportation that may be needed) necessary to conduct field reviews of appraisals of 1-4 unit family properties, individual condominium units and manufactured housing for the Department of Housing and Urban Development (HUD) Santa Ana Homeownership Center Homeownership Center (SAHOC).C.1. Scope of Work

The Santa Ana Homeownership Center has a Headquarters generated quarterly requirement with a deadline to review a percentage of Federal Housing Administration (FHA) roster appraisers, evaluate the findings, and recommend actions/sanctions for those appraisers who are found not to be performing in a satisfactory manner. These reviews are a Departmental priority for the purpose of removal of unsatisfactory performing appraisers as expeditiously as possible. To facilitate this requirement, the Santa Ana Homeownership Center utilizes State Certified Appraisers to perform the on-site field reviews of properties and/or appraisals. The performance of the contractor is a vital link in the process. Providing these services in a timely manner is critical to this process and to HUD's mission. It is essential that the contractor meet the time frames/deadlines established in the resulting purchase order.C.1.1.

Background Information

Services under the resulting purchase order will be performed in the state of Alaska for the following boroughs: Anchorage and Matanuska-Susitna.C.1.2. Geographic Area of Consideration

An appraiser who conducts field reviews under this purchase order must be certified as a "State Certified Appraiser" in the state where the appraisal field reviews will be performed and be on the FHA Appraiser Roster at the time of award of this purchase order.C.1.3. Personnel Qualifications and Restrictions

Statement of Work (SOW) for Appraisal Field Review Services, Continued

Acceptable Performance Level (APL), at a minimum, the contractor shall deliver 90% of the completed reviews error-free. For the purpose of this contract, an error is defined as follows:C.1.4. Quality Control/ Performance Assessment

Failure to complete work within the performance period as described in the Statement of Work (SOW).

Failure to deliver an acceptable and complete Appraisal Review Report (ARR) and all attachments as described, via electronic media and hard copy as directed by the HOC, including Work Order and Standard 1034 in SOW above.

From a random selection of 10% of the work assignment, HUD will review the work cases completed to determine if the cases contain errors as set out in the Statement of Work (SOW).

During the performance period, the GTR/GTM will conduct periodic Quality Control (QC) reviews of the work completed by the contractor. If during these reviews an appraisal review is found to be unacceptable due to the contractor's errors or omissions, the GTR/GTM will direct the contractor to reevaluate a specific property and/or appraisal in accordance with the HUD Clause 2452.246-70, Inspection and Acceptance. The contractor shall not receive any additional compensation. The reevaluation shall be completed under the same deadline and the contractor shall comply with all purchase order requirements applicable to the initial review.C.1.5. Quality Assurance

The Santa Ana Homeownership Center hours of operation are Monday through Friday 8:00AM to 4:30PM (Pacific Standard) Time. The FHA Connection web-based system operational hours for data input are Monday through Friday, 8:00AM to 9:00PM and Saturday, 8:00AM to 8:00PM (Pacific Standard) time. The contractor may request information necessary to complete all tasks under the statement of work during the Santa Ana Homeownership Center hours of operation.C.1.6. Operating Hours

The contractor shall maintain all purchase order records, reports, correspondence and supporting data in accordance with the Uniform Standards of Professional Appraisal Practices (USPAP) and maintain copies for the period specified therein. If requested during this period, all records shall be available for review by the GTR/GTM.C.1.7. Inspection of Records and Files

C.2.1. The contractor shall be responsible for the management and administration of all tasks assigned under the purchase order and shall furnish the necessary personnel, materials, labor, services (including all transportation that may be needed), equipment to include digital photographic capability (requirements outlined in C.2.8), internet access, user system requirements for the FHA Connection include, a personal computer with access to the Internet using a modem or network that access an Internet Service Provider (ISP), an Internet Web browser, e.g. current version of Internet Explorer, Netscape, or Mozilla Firefox, that is compliant with the Internet standard protocol, Secure Sockets Layer (SSL), for secure data transmission and any required computer software necessary or incidental to perform the tasks specified herein. HUD will deliver Appraisal Review Packages to the contractor via overnight delivery or regular mail service.C.2. Specific Tasks

C.2.2. The contractor shall perform, as assigned by the HOC, on-site field review of appraisals completed by appraisers on the FHA roster. For each review assignment, the contractor shall inspect the property and return a completed signed Appraisal Review Report (ARR) to the HOC. The completed ARR shall be returned to the HOC via electronic transmission (FHA Connection and/or other electronic media) and followed by a mailed hard copy of the complete review, unless otherwise directed by the HOC, as well as all attachments. The hard copy shall be sent so it is received by the HOC no later than 15 business days from the date of receipt of the ARP.

C.2.3. A Field Review of Appraisal is accomplished by the field reviewer contacting the homeowner by telephone and scheduling an appointment (copies of homeowners letters will be sent to the contractor). If the homeowner grants permission, the field reviewer shall complete the interior and exterior review. To assist in this effort, HOC staff will send an advance introduction letter to the homeowner alerting them that a field reviewer will be contacting them shortly to schedule an appointment. When access to the property is denied for the Field Appraisal Review, the contractor shall fully document attempts made to obtain access to the property and complete an exterior review. (See C.2.5)

Statement of Work (SOW) for Appraisal Field Review Services, Continued

C.2.4. Field Review of Appraisal: The contractor shall conduct an interior and exterior review whenever possible. Each interior/exterior review shall determine the accuracy and quality of the appraisal by ensuring that the factual information included in the appraisal report is correctly reported and supported. If the contractor determines the factual information included in the original appraisal report is not correctly reported, the contractor shall identify the incorrect information and provide the correct information supported by a copy of the contractor's data source for each review. This inspection shall be completed in a way that allows the reporting of any readily observable defective conditions that do not meet HUD Minimum Property Standards (MPS) or Minimum Property Requirements (MPR). See the applicable versions of HUD Handbook 4000.1 and The Appraisal Report and Data Delivery Guide. The contractor shall document any unusual items, noticeable defects and/or oversights not reported by the original appraiser, which could affect the health and safety of the occupants or continued marketability of the property. The Field Reviewer must also perform an exterior inspection of the comparables submitted in the original appraisal as well as any additional comparables used in their ARR. All data reported by the original appraiser for the subject and comparables must be verified. Adjustments for certain parts of the appraisal (i.e. location, site, neighborhood boundaries) are subjective opinions. However, the Field Reviewer is required to analyze the adjustments in the original report and comment on their reasonableness. When discrepancies are noted, the Field Reviewer must provide a narrative explanation that includes supporting documentation necessary to sustain each adverse finding that is not otherwise obvious within the appraisal report. When adjustments affect value, the Field Reviewer is required to re-grid the comparables. If it is determined that there are comparables that are more suitable, the Field Reviewer is required to provide a new sales grid with pictures of the new comparables and an opinion of value.C.2. Specific Tasks (continued)

C.2.5 Exterior Only Review: In cases where the contractor cannot gain access to the property, an exterior only review will be conducted. Exterior only reviews consist of driving by and taking a photo of the front of the subject property and comparables from the street. For exterior reviews only, the contractor will receive 60% of the contract unit price.

C.2.6. The original appraiser has applied standard appraisal principles per the Uniform Standards of Professional Appraisal Practice (USPAP) and complied with the applicable versions of HUD Handbook 4000.1 and The Appraisal Report and Data Delivery Guide that were in effect as of the effective date of the appraisal.

C.2.7. The contractor's field review findings for each property inspected shall be documented on the ARR and shall be fully completed and signed by the contractor. The review comments shall be specific and limited to violation items presented in a constructive manner so that the roster appraiser understands those areas of the report which are unacceptable and which need improvement. The ARR and attachments shall be returned to the HOC via electronic transmission (FHA Connection and/or other electronic media as directed) followed by a mailed hard copy via overnight mail.

C.2.8. Digital photographs are required and shall include: the interior, as necessary to substantiate findings; exterior (photographs to show the front, rear, and sides) of the subject and all the appurtenant structures; missed repair conditions for the subject; and exterior (front only) of the comparable sales, including any new comparables the contractor used. The photographs shall be in focus with adequate lighting to permit the viewer to identify the property and the deficiency items. Third party photographs are unacceptable. If the rear of the property cannot be accessed for safety reasons, the contractor shall fully document the file. A minimum camera resolution of 800x600 in PEG medium quality format at 200DPI with a 4X6 image size is required.

C.2.9. In the event the contractor is needed to provide expert testimony and give depositions, or otherwise participate in litigation with HUD, a separate purchase order will be issued to cover the contractor's cost.

C.2.10. The contractor shall present to the homeowner the HOC Homeowner Introductory Letter on all interior reviews.

C.2.11 The contractor must have access to the local Multiple Listing Service (MLS) for all boroughs where the appraisal field reviews will be performed.

C.2.12. The contractor, including any of its employees (full or part time), subcontractors or consultants must avoid conflicts of interest that affect, either in reality or in appearance, the credibility of the field review report. The contractor and any of the contractor's employees or subcontractors may continue to serve on the FHA Appraiser Roster and perform FHA appraisals. Also, they must not have any financial interest, affiliation or interest, direct or indirect, in the property being reviewed the appraiser who performed the appraisal or the builder or seller of the property.C.2 Specific Tasks (continued)

C.2.13. Nondisclosure of information. Neither the contractor nor any of its employees, subcontractors or consultants shall divulge or release data or information developed or obtained during performance of this contract, except to authorize HUD personnel with an established need to know or upon written approval of the Contracting Officer. Information contained in all source documents and other exhibits provided by HUD are the sole property of HUD.

C.3.1. FHA Connection. HUD will provide access to the FHA Connection web-based system in order for the contractor to complete all tasks required under the resulting contract.C.3 Government Furnished Information and Services

C.3.2. The contractor shall submit to training, at the HOC conducted by HUD staff, or as directed by the HOC, this training may be accomplished by telephonic or PIC-TEL means on HUD's Appraisal Review Process, field review procedures, use and completion of the ARR and the electronic transmission of reports in the FHA Connection or other electronic media as directed by the HOC.

C.4. Definitions C.4.1. STANDARD DEFINITIONS.

C.4.1.2. Contract. A mutually binding legal document obligating the contractor to furnish services and HUD to pay for them.

C.4.1.3. Contracting Officer (CO/K0). A person with the authority to enter into, administer, and/or terminate contracts and make related determinations and findings.

C.4.1.4. Days. Business days, unless otherwise specified.

C.4.1.5. HUD. The U.S. Department of Housing and Urban Development. The terms "Department of Housing and Urban Development", "HUD" and "Government" shall be synonymous and may be used interchangeably in this contract.

C.4.1.6. QUALITY ASSURANCE. Those actions taken by the Government to assure services meet the requirements of the SOW and all other service outputs.

C.4.1.7. QUALITY CONTROL. Those actions taken by a Contractor to control the performance of services so that they meet the requirements of the SOW.

C.4.2. TECHNICAL DEFINITIONS AND ACRONYMS SPECIFIC TO THIS SOW.

C.4.2.1. ARP. Appraisal Review Package. An assignment of a number of reviews sent together in one package.

C.4.2.2. ARR. Appraisal Review Report. C.4.2.3. FHA. Federal Housing Administration.

C.4.2.4. FHA Roster. List of appraisers posted on the FHA Connection who are approved to perform FHA appraisals.

C.4.2.5. GTM. Government Technical Monitor.

C.4. Definitions (continued) C.4.2.6. GTR. Government Technical Representative.

C.4.2.7. HOC. Santa Ana Homeownership Center, 34 Civic Center Plaza; Santa Ana, CA 92701-4003, telephone: (714) 796-1200.

C.4.2.8. M&M. Management and Marketing contractor. The name of the M&M will be provided upon contract award.

C.4.2.9. REO. Real Estate Owned.

C.4.2.10. Single-Family Properties. Properties with one to four (1-4) units. C.4.2.11. C.4.2.11. USPAP. Uniform Standards of Professional Appraisal Practice.

Statement of Work (SOW) Specifications

The contractor must furnish the necessary personnel, material, equipment, and services (except as otherwise specified) to perform according to the Statement of Work titled Field Review of Appraisals for the State of Alaska, attached hereto and made a part hereof.

Contract Clauses

52.203-98 PROHIBITION ON CONTRACTING WITH ENTITIES THAT REQUIRE CERTAIN INTERNAL CONFIDENTIALITY AGREEMENTS – REPRESENTATION (DEVIATION 2015-02)

52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT PAPER. (MAY 2011)

52.204-12 DATA UNIVERSAL NUMBERING SYSTEM NUMBER MAINTENANCE (DEC 2012)

52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

52.209-10 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS. (NOV 2015)

52.212-1 Instructions to Offerors -- Commercial Items (Oct 2015) 52.212-3 Offeror Representations and Certifications -- Commercial Items (Apr 2016) The offeror shall complete only paragraphs (b) of this provision if the Offeror has completed the annual representations and certification electronically via the System for Award Management (SAM) Web site accessed through http://www.acquisition.gov . If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (r) of this provision.

(a) Definitions. As used in this provision-- “Economically disadvantaged women-owned small business (EDWOSB) concern” means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

“Forced or indentured child labor” means all work or service—

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

“Highest-level owner” means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest level owner.

“Immediate owner” means an entity, other than the offeror, that has direct control of the offeror. Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

“Inverted domestic corporation,” means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

“Manufactured end product” means any end product in product and service codes (PSCs) 1000-9999, except—

(1) PSC 5510, Lumber and Related Basic Wood Materials;

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

(5) PSC 9410, Crude Grades of Plant Materials;

(6) PSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) PSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) PSC 9610, Ores;

(9) PSC 9620, Minerals, Natural and Synthetic; and

(10) PSC 9630, Additive Metal Materials.

“Place of manufacture” means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

“Predecessor” means an entity that is replaced by a successor and includes any predecessors of the predecessor.

“Restricted business operations” means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate—

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Sensitive technology—

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically—

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

“Service-disabled veteran-owned small business concern”—

(1) Means a small business concern—

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16).

“Small business concern” means a concern, including its affiliates, that is independently owned and operated, not dominant in the field of operation in which it is bidding on Government contracts, and qualified as a small business under the criteria in 13 CFR Part 121 and size standards in this solicitation.

“Small disadvantaged business concern, consistent with 13 CFR 124.1002,” means a small business concern under the size standard applicable to the acquisition, that--

(1) Is at least 51 percent unconditionally and directly owned (as defined at 13 CFR 124.105) by--

(i) One or more socially disadvantaged (as defined at 13 CFR 124.103) and economically disadvantaged (as defined at 13 CFR 124.104) individuals who are citizens of the United States; and

(ii) Each individual claiming economic disadvantage has a net worth not exceeding $750,000 after taking into account the applicable exclusions set forth at 13 CFR 124.104(c)(2); and

(2) The management and daily business operations of which are controlled (as defined at 13.CFR 124.106) by individuals, who meet the criteria in paragraphs (1)(i) and (ii) of this definition.

“Subsidiary” means an entity in which more than 50 percent of the entity is owned—

(1) Directly by a parent corporation; or

(2) Through another subsidiary of a parent corporation.

“Successor” means an entity that has replaced a predecessor by acquiring the assets and carrying out the affairs of the predecessor under a new name (often through acquisition or merger). The term “successor” does not include new offices/divisions of the same company or a company that only changes its name. The extent of the responsibility of the successor for the liabilities of the predecessor may vary, depending on State law and specific circumstances.

“Veteran-owned small business concern” means a small business concern—

(1) Not less than 51 percent of which is owned by one or more veterans(as defined at 38 U.S.C. 101(2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and

(2) The management and daily business operations of which are controlled by one or more veterans.

“Women-owned business concern” means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of the its stock is owned by one or more women; and whose management and daily business operations are controlled by one or more women.

“Women-owned small business concern” means a small business concern --

(1) That is at least 51 percent owned by one or more women or, in the case of any publicly owned business, at least 51 percent of the stock of which is owned by one or more women; and

(2) Whose management and daily business operations are controlled by one or more women.

“Women-owned small business (WOSB) concern eligible under the WOSB Program (in accordance with 13 CFR part 127),” means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States.

(b)

(1) Annual Representations and Certifications. Any changes provided by the offeror in paragraph (b)(2) of this provision do not automatically change the representations and certifications posted on the SAM website.

(2) The offeror has completed the annual representations and certifications electronically via the SAM website accessed through https://www.acquisition.gov. After reviewing the SAM database information, the offeror verifies by submission of this offer that the representation and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications—Commercial Items, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs ____________. [Offeror to identify the applicable paragraphs at (c) through (r) of this provision that the offeror has completed for the purposes of this solicitation only, if any. These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer. Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted electronically on SAM.]

(c) Offerors must complete the following representations when the resulting contract is to be performed in the United States or its outlying areas. Check all that apply.

(1) Small business concern. The offeror represents as part of its offer that it [_] is, [_] is not a small business concern.

(2) Veteran-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents as part of its offer that it [_] is, [_] is not a veteran-owned small business concern.

(3) Service-disabled veteran-owned small business concern. [Complete only if the offeror represented itself as a veteran-owned small business concern in paragraph (c)(2) of this provision.] The offeror represents as part of its offer that it [_] is, [_] is not a service-disabled veteran-owned small business concern.

(4) Small disadvantaged business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it [_] is, [_] is not, a small disadvantaged business concern as defined in 13 CFR 124.1002.

(5) Women-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it [_] is, [_] is not a women-owned small business concern.

Note: Complete paragraphs (c)(8) and (c)(9) only if this solicitation is expected to exceed the simplified acquisition threshold.

(6) WOSB concern eligible under the WOSB Program. [Complete only if the offeror represented itself as a women-owned small business concern in paragraph (c)(5) of this provision.] The offeror represents that—

(i) It [_] is, [_] is not a WOSB concern eligible under the WOSB Program, has provided all the required documents to the WOSB Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It [_] is, [_] is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph (c)(6)(i) of this provision is accurate for each WOSB concern eligible under the WOSB Program participating in the joint venture. [The offeror shall enter the name or names of the WOSB concern eligible under the WOSB Program and other small businesses that are participating in the joint venture: _________.] Each WOSB concern eligible under the WOSB Program participating in the joint venture shall submit a separate signed copy of the WOSB representation.

(7) Economically disadvantaged women-owned small…