DU206SF-16-Q-0004_-_08-19-16.docx

SECTION M – EVALUATION CRITERIA FOR AWARD SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-16-Q-0004

TABLE OF CONTENTS SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-16-Q-0004

Table of Contents Page

SECTION A - SOLICITATION/CONTRACT FORM 1

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS 4

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK 7

SECTION D - PACKAGING AND MARKING 13

SECTION E - INSPECTION AND ACCEPTANCE 14

SECTION F - DELIVERIES OR PERFORMANCE 15

SECTION G - CONTRACT ADMINISTRATION DATA 22

SECTION H - SPECIAL CONTRACT REQUIREMENTS 23

SECTION I - CONTRACT CLAUSES 24

SECTION J - LIST OF ATTACHMENTS…………………………………………………………………………… 37

SECTION K – REPRESENTATION, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS…..38

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS……………………………...50

SECTION M – EVALUATION FACTORS FOR AWARD…………………………………………………………..52

Page 11 of 1 Section C

SECTION B - SUPPLIES OR SERVICES AND PRICES/COST PART

B.1 CONTRACT DEFINITION

This is a fixed priced contract under the authority of FAR Part 13.5-Test Program for Certain Commercial Items for performance of the services stated in Section C, Statement of Work.

B.2 DESCRIPTION OF SERVICES

The Contractor shall provide all management, supervision, personnel, equipment, materials, supplies, facilities, and other resources necessary to perform, schedule, coordinate, deliver, and assure effective performance of all tasks as defined in Section C.5. More specifically, the Contractor shall:

(1) Place orders for and make necessary payments for multiple subscriptions;

(2) Provide necessary login and subscription terms for online and hardcopy subscriptions; and

(3) Monitor track and report progress on renewal or expiration of existing subscriptions.

B.3 CONTRACT LINE ITEM NUMBERS AND PRICES

The quantities of subscriptions to be provided during the period are indicated in the tables below. The quantity of subscriptions for this period shall not exceed 42.

B.3.1 CONTRACT FIXED UNIT RATES AND TOTAL PRICES

TABLE I

Description

LS

$0.00

See Technical Exhibit for List

TABLE II – Subscription Prices: Quote

SECTION B – SUPPLIES OR SERVICES AND PRICES/COST SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-16-Q-0004

Page 6 of 52 Section B

SECTION C – DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 – GENERAL

1.1 BACKGROUND

1.1.1 The Department of Housing and Urban Development (HUD) insures an average of approximately $40 billion in multifamily rental projects each year. In doing so, it evaluates the market absorption potential for these projects and how they relate to existing projects in the market. HUD has two objectives. One is to avoid financing projects in markets where it is anticipated there will be an excess supply of rental units by the time the project is completed, thereby reducing the risk of default for the proposed project. The other is to avoid increasing vacancy levels above desired levels in the market to reduce the risk to financial viability of existing rental projects, some of whose mortgages HUD may have insured.

1.1.2 Most of HUD’s multifamily mortgage business is concentrated in metropolitan areas, especially large, fast-growing areas. Detailed information on the location, type, rents, and vacancy rates of existing and newly developed multifamily rental projects is highly valuable in estimating the impacts and potential absorption of rental projects applying for HUD mortgage insurance or subsidy assistance. A limited amount of rental vacancy rate data is available from the Bureau of the Census. This information is collected in greater detail for multifamily rental projects by a limited number of firms that sell it to interested parties in a standardized format. HUD is interested in purchasing such data to assist it in carrying out its market analysis functions.

1.2 SCOPE OF WORK

The subscription agent service contractor shall furnish all the professional, technical, and clerical personnel and services, materials equipment and facilities and shall do all things necessary for, or incidental to, the performance of the tasks listed below, unless otherwise stated. The subscription agent contractor shall be responsible for all monitoring, tracking, renewing, placing orders for multiple subscriptions and completing payment for each HUD subscription as required. As each subscription has been paid or renewed, the Government Technical Representative (GTR) will be notified of the payment and subscription terms.

1.3 PERSONNEL

1.3.1. Contract, Program, or Project Manager – The Contractor shall provide and designate a contract, program, or project manager who shall be responsible for the performance and quality of the work. The name of this person and an alternate (who shall act for the Contractor when the manager is absent for short periods of time) shall be identified in the Key Personnel section of the Contractor’s submittal. The contractor shall make this designation in writing to the Contracting Officer within seven business days of contract award and prior to revision. This submission shall be accompanied by the individual’s resume.

1.3.1.1. The designee (or alternate on a short term basis) shall have full authority to act for the Contractor on all contract matters relating to daily operations of this contract, ensuring the requirements of this SOW and the Quality Control Plan are met.

1.3.1.2. The designee shall be available during normal hours of operation in accordance with Section II.1.4 to discuss problem areas with the Government Technical Representative (GTR), Government Technical Monitor (GTM), and the Contracting Officer.

1.3.2. Mandatory minimum requirements. Minimum 3 years’ experience managing services for large organizations or government entities. Bachelor’s degree or above preferred.

1.4 CONTRACTOR QUALITY CONTROL: The Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance. The Contractor shall submit its QCP to the Contracting Officer not later than five calendar days after contract award. The Contractor shall provide a complete copy to the Contracting Officer and GTR as any updates/changes occur.

1.5 PHYSICAL SECURITY: The contractor shall be responsible for safeguarding all subscription User IDs and other related subscription information. The contractor shall be held liable for loss or misuse of User IDs caused such as neglect, negligence of employees and subcontractors, failure to secure User IDs, or other misconduct by the contractor’s employees.

1.6 HOURS OF OPERATION: The Contractor shall be able to provide a response from 8:00 AM to 5:00 PM Eastern Standard Time (EST), Monday through Friday, with the exception of recognized Federal holidays.

1.7 DELIVERABLES. Contract Deliverable Requirements are described in Technical Exhibit 3.

C.2 DEFINITIONS

2.1. DEFINITIONS: The definitions set forth below are those unique to this contract. Definitions for technical terms or words that are included in this contract can be found in the technical documents referenced in the individual functional areas of the SOW. The definitions provided below are oriented to this SOW. In many cases, definitions are specific by situation. The listing of definitions is not all-inclusive, but it has been derived from official publications (e.g., regulations and technical manuals) when available.

Business Day – Workdays (Monday thru Friday), exclusive of Saturday, Sunday and Federal holidays.

Contract Administration - the monitoring of the performance of the Contractor by the GTR, GTM and Contracting Officer relative to the tasks performed under this contract.

Contractor – the individual, partnership, corporation, or other entity that is the party subject to the terms and conditions of this contract. This is the Contractor for this contract.

Contract Manager (CM) – the individual employed by the Contractor and designated to administer the terms and conditions of this contract and perform thorough quality assurance reviews of all contract deliverables prior to their submission to HUD.

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

Days – calendar days, unless otherwise specified as business days

GTM - the Government Technical Monitor is appointed in writing by the Contracting Officer. The GTM, for purposes of this contract, is subordinate to the GTR and assists the GTR in monitoring the Contractor’s performance. The GTM will provide project-specific technical clarification, assistance, and direction to the Contractor in the performance of duties of this contract. The GTM provides technical advice and assistance to the GTR.

GTR - the Government Technical Representative is appointed in writing by the Contracting Officer. The GTR monitors compliance with the provisions of this contract.

Holiday – HUD observes the following days as holidays:

HUD - the U.S. Department of Housing and Urban Development. The terms “Department of Housing and Urban Development,” “Department,” “HUD,” and “Government” shall be synonymous and may be used interchangeably in this contract.

Performance Assessment - a planned and systematic pattern of all government actions to provide confidence that adequate technical requirements are established, products and services conform to established technical requirements, and satisfactory performance is achieved.

Quality Control - those actions taken by a Contractor to control the production of outputs to ensure that they conform to this contract’s requirements.

2.2. ACRONYMS: For the purpose of the resultant contract, the acronyms listed below shall apply:

C.3 GOVERNMENT FURNISHED ITEMS AND SERVICES - None

C.4 CONTRACTOR FURNISHED ITEMS AND SERVICES

4.1 The Contractor shall provide all management, supervision, personnel, equipment, materials, supplies, facilities, and other resources necessary to perform the services as defined in this contract.

C.5 OVERVIEW AND SPECIFIC TASKS

5.1. Subscription Agent Services – The Contractor shall provide subscription agent services for PD&R. This includes, but is not limited to, ordering and placement of online access to or hardcopy subscriptions, completing necessary payments for HUD subscriptions, monitoring and tracking subscriptions, and reporting on subscription status.

5.1.1. Subscription Order Placement. The contractor shall place the order for and disburse payment for subscriptions in accordance with Technical Exhibit 1, Subscription List. This shall occur not later than 30 days’ prior the expiration of the subscription or the customary timeframe established from the subscriptions publisher whichever is earliest.

5.1.1.1. Online Subscriptions. The contractor shall provide the GTR information necessary to access the publishers’ website for online subscriptions. This includes but is not limited to User IDs, passwords, account numbers, etc. required to establish access. This information shall be provided to the GTR not later than 15 days prior to the start date of subscription.

5.1.1.2. Other Subscriptions. The contractor shall provide the GTR information pertinent to the subscriptions which are not online. This information includes but is not limited to term of subscription (start and end period), point of contact in the event of misdirected subscriptions, etc.

5.1.2. Monitoring and tracking. Upon subscription renewal or updates, the contractor shall provide the GTR with an updated list of current subscriptions and expiration dates in accordance with 5.1.4.

5.1.3. Expired or Backordered Subscriptions. Subscriptions which are deemed to be on backorder by the source shall not be ordered until confirmation is received from the GTR. These may be removed from the subscription list. If the title becomes available, the contractor shall notify the GTR in order to receive approval to place the order.

5.1.4 Subscription Reporting. The Contractor shall submit monthly reports as an Excel spreadsheet and submitted electronically via e-mail.

5.1.4.1. The Contractor shall provide reports that identifies which subscriptions will be placed within the next 60 days of the report as well as which subscriptions were placed for the prior 30 days. This report will assist HUD Field Economists the ability to validate the need for renewals or cancellations.

5.1.4.2. Any subscription that is no longer being produced and/or is becoming obsolete shall be highlighted separately. The contractor shall indicate if there is an alternative subscription available which provides the information required and would be of benefit HUD. The GTR shall notify the contractor if the replacement is a suitable replacement.

C.6 PERFORMANCE REQUIREMENTS SUMMARY/STANDARDS (PRS)

6.1 PERFORMANCE REQUIREMENTS

Performance Requirement Summaries: The work efforts of the Contractor will be evaluated in terms of how well the requirements of this contract are satisfied. The GTR or GTM will periodically perform evaluations of the work to ensure there is a match between actual and expected performance. If there are discrepancies the GTR will notify the contractor in writing to communicate these performance concerns to the contractor and follow through to ensure performance gaps are closed. The Contracting Officer will be kept informed of the performance findings and the means to resolve identified performance concerns. The actual evaluations that are done by the GTR include using Performance Requirement Summaries (PRSs). These charts describe three performance facets:

A. Requirement Element: This is a Task or Deliverable or an aspect of a Task or Deliverable that will be evaluated by the GTR.

B. Performance Indicator (PI): The Statement of Work (SOW) delineates the levels of performance expected from the contractor. During the actual contractor performance, the GTR will evaluate the current level of performance, by using one or more Performance Indicators. The reason for using Performance Indicators is to know whether the contractor is or is not moving toward attaining the required level of performance. A major challenge is ensuring that there is a match between the Performance Indicators and the feedback about actual performance. Use of these Performance Indicators can improve the expected versus actual performance “fit.” In addition, some pointers about using Performance Indicators include:

1. The more important the finding, the more thorough the Performance Indicator’s use and interpretation

2. A common set of Tasks (such as content development and management) or a common set of Deliverables (such as reports) can use a common set of Performance Indicators to evaluate them.

3. The Performance Indicator level can vary depending whether the Task or Deliverable is critical or non-critical.

4. There may be one or more indicators in use for any Task or Deliverable.

C. Monitoring Method: This is the means by which the GTR or GTM will verify that the Performance Indicators are providing effective performance feedback information.

6.2 PERFORMANCE REQUIREMENTS STANDARDS (PRS)/SUMMARY CHART

C.7 Contract Deliverable Requirements (CDR) and Chart

1. For calculating “due dates” of deliverables to HUD, all business days are counted up to and including the day of delivery.

2. The chart below details deliverable requirements for items not associated with a contract line item number.

Quality Control Plan

SECTION D – PACKAGING AND MARKING

D.1 PAYMENT OF POSTAGE AND SHIPPING COSTS

All postage and shipping costs related to the submission of the information (including reports and forms) required by this contract shall be paid for by the contractor. The price specified in Section B is inclusive of all postage, shipping and delivery charges.

D.2 MARKING

All information submitted to the Contracting Officer or GTR/GTM shall clearly indicate the contract number for which the information is being submitted.

D.3 ENVIRONMENTALLY SAFE PACKAGING

The contractor shall package nonbreakable deliverables (reports, proposals, studies, etc.) using environmentally safe packaging materials (e.g., recycled paper). All deliverables shall be packaged and marked in the most economical manner possible and in accordance with the best commercial practices and provide adequate protection during shipping and handling.

SECTION C – Description/Specification SUBSCRIPTION AGENT SERVICES Policy Development and Research DU206SF-16-Q-0004

Page 13 of 52 Section C

SECTION E - INSPECTION AND ACCEPTANCE

E.1 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 quotations or offer. Also, the full text of a solicitation provision may be accessed electronically at this address(es):

http://farsite.hill.af.mil http://www.hud.gov/offices/cpo/hudar.cfm

NUMBER TITLE DATE

HUDAR 2452.246-70 INSPECTION AND ACCEPTANCE FEB 2006

Inspection and acceptance of all work required under this contract shall be performed by the Government Technical Representative (GTR) identified by the Contracting Officer in accordance with 2452.237-73 Conduct of Work and Technical Guidance.

INSPECTIONS: Government inspections are for the sole benefit of the Government and do not relieve the Contractor of his responsibility for providing adequate quality control measures. The Government will perform quality assurance (QA) of the Contractor's performance under this contract using the method of surveillance specified in the Performance Assessment Scheme (PAS). The GTR may compare results of inspections performed by the Contractor’s inspectors with the actual conditions observed during Government inspections.

ACCEPTANCE: The Government will accept all work when the Contractor performs and completes the work within the standards described in the SOW.

NON-CONFORMANCE: Failure by the Contractor to perform the work in accordance with the Performance Work Statement shall be considered a non-conformance, shall constitute a contract deficiency, and may be grounds for contract deduction.

E.2 AVAILABILITY OF RECORDS

Throughout the entire life of the contract, the Contracting Officer or duly authorized representative(s) shall have full and free access to the contractor’s books, documents, papers and records that are pertinent to activities under the contract, including all those books, documents, papers and records.

E.3 QUALITY INSPECTION CRITERIA

See Section C – Statement of Work for Performance Requirements.

SECTION E – INSPECTION AND ACCEPTANCE SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-15-Q-0004

Page 14 of 52 Section E

SECTION F – DELIVERIES OR PERFORMANCE

SUBSCRIPTION LIST

Subscription Title

Publisher

Delivery Method

Aptindex.com Database (Online Edition/ Up to 40 Users)

Email: erin.k.browne@hud.gov

AXIOMETRICS Inc (Online Edition/ Up to 40 Users)

Charleston Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office: Atlanta ATTN: Charles Hugghins charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

Charlotte Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office: Atlanta ATTN: Charles Hugghins charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

Greensboro Winston Salem Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office: Atlanta charles.p.hugghins@hud.gov ATTN: Charles Hugghins charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

MPF Yieldstar Apartment Reports (Online Access for 35 Users)

Email: erin.k.browne@hud.gov

MPF Yieldstar Online Access

Orlando Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office: Atlanta ATTN: Charles Hugghins charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

Raleigh-Durham Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office: Atlanta ATTN: Charles Hugghins charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

Columbia Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office: Atlanta ATTN: Charles Hugghins charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

Apartment Advisor (Print and Online)

Office: Seattle ATTN: Tom Aston tom.aston@hud.gov

Apartment Development Report (Print and Online)

Office: Seattle ATTN: Tom Aston tom.aston@hud.gov

Apartment Insights (Denver) (Online Edition)

Office: Denver ATTN: James Conner james.h.conner@hud.gov

Apartment Vacancy Report (Print and Online)

Office: Seattle ATTN: Tom Aston tom.aston@hud.gov

Asheville Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office: Atlanta ATTN: Charles Hugghins charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

Class A & Class B Apartment Reports & Condo Report (Print and Online Edition)

Office: Philadelphia ATTN: Patricia Moroz patricia.c.moroz@hud.gov

Delta Associates (Print and Online)

Greater Nashville Apartment Market Survey (Print)

Office: Atlanta ATTN: Charles Hugghins charles.p.hugghins@hud.gov

Greenville-Spartanburg Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office: Atlanta ATTN: Charles Hugghins charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

Richmond Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office: Philadelphia ATTN: Patricia Moroz patricia.c.moroz@hud.gov

Real Data LLC (CD-ROM Edition)

ROCK Report Alabama Apartment Survey (Email Edition)

Office: Atlanta Email: Charles.p.hugghins@hud.gov and Gabe.a.labovitz@hud.gov

ROCK Report Apartment Survey Florida Panhandle (Email Edition)

Office: Atlanta Email: Charles.p.hugghins@hud.gov and Gabe.a.labovitz@hud.gov

ROCK Report Apartment Survey Tuscaloosa (Email Edition)

Office: Atlanta Email: Charles.p.hugghins@hud.gov and Gabe.a.labovitz@hud.gov

Savannah Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office and POC: Atlanta ATTN: Charles Hugghins Charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

Tampa Bay Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office and POC: Atlanta ATTN: Charles Hugghins Charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

Ada County Area Apartment Survey

Office and POC: Seattle Tom Aston tom.aston@hud.gov

Wilmington Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office and POC: Atlanta ATTN: Charles Hugghins Charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

ALN Systems (Online Edition)

Office: Fort Worth Email: gabe.a.labovitz@hud.gov

Apartment Insights (Metro Phoenix) (CD-ROM Edition)

Office: Los Angeles ATTN: Ikuo Nakano

Real Data Inc (CD-ROM Edition)

Apartment Insights (Metro Tucson) (CD-ROM Edition)

Office: Los Angeles ATTN: Ikuo Nakano

Real Data Inc (CD-ROM Edition)

Puget Sound Economic Forecaster (Newsletter and Website)

Office: Seattle ATTN: Tom Aston tom.aston@hud.gov

Norfolk-Virginia Beach Real Data Market: Apartment Report & Source (CD-ROM Edition)

Office: Philadelphia ATTN: Patricia Moroz patricia.c.moroz@hud.gov

Real Data LLC (CD-ROM Edition)

Statistics/Trends Report (Colorado Springs Market) (Email Edition)

Office: Denver ATTN: james.h.conner@hud.gov and gabe.a.labovitz@hud.gov

Statistics/Trends Report (Denver & Fort Collins Markets) (Email Edition)

Office: Denver ATTN: james.h.conner@hud.gov and gabe.a.labovitz@hud.gov

Colorado Springs Metro Area Apartment Vacancy Study (Print)

Office: Denver ATTN: James Conner james.h.conner@hud.gov

Denver Area Apartment Vacancy & Rent Study (Online)

Office: Denver ATTN: James Conner and gabe.a.labovitz@hud.gov

Downtown Chicago Residential Benchmark Report (Print)

Office: Chicago ATTN: Donald Darlingdonald.l.darling@hud.gov

Jacksonville Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office: Atlanta ATTN: Charles Hugghins charles.p.hugghins@hud.gov

Real Data LLC (CD-ROM Edition)

Nashville Real Data Market: Apartment Market Report & Source (CD-ROM Edition)

Office: Atlanta ATTN: Charles Hugghinscharles.p.hugghins@hud.gov

Reis Subscriber Edition (Online Access for 35 Users)

Email: gabe.a.labovitz@hud.gov

Apartment Insights (Metro Tacoma)(Online)

Office: Seattle ATTN: Tom Aston and gabe.a.labovitz@hud.gov

Apartment Insights (Metro Seattle)(Online)

Office: Seattle ATTN: Tom Aston and gabe.a.labovitz@hud.gov

Banker and Tradesman (Digital and Online)

Office: Boston ATTN: Timothy McDonald timothy.j.mcdonald@hud.gov and gabe.a.labovitz@hud.gov

Philadelphia Class A Apartment Market Report (Print and Online)

Office: Los Angeles ATTN: Patricia Moroz and gabe.a.labovitz@hud.gov

NOTE: All online access details shall be emailed to the Government Technical Representative (Gabe Labovitz).

Email Address: gabe.a.labovitz@hud.gov

HARD COPY SUBSCRIPTION DELIVERY INFORMATION

Mailed subscriptions shall be delivered to the recipient as noted above in the description to the corresponding office address which is provided below:

Seattle Federal Office Building

Seattle, WA 98104-1000

Boston:

Dept of Housing and Urban Development Office of Policy Development and Research Attn: (See Descriptions Above) New England Regional Office 10 Causeway Street, 3rd Floor Boston, MA 0222-1092

SECTION F – DELIVERIES OR PERFORMANCE SUBSCRIPTION AGENT SERVICES

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Page 20 of 52 Section F

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 - PAYMENT SCHEDULE and INVOICE SUBMISSION

G.1.1 2452.232-70 Payment Schedule and Invoice Submission (Fixed-Price) MAR 2016

(a) Payment schedule. Payment of the contract price (see Section B of the contract) will be made upon completion and acceptance of all work.

Alternate II (MAR 2016).

(b) Submission of invoices.

(1) The Contractor shall obtain access and submit invoices to the Department of Treasury Bureau of Fiscal Services' Invoice Platform Processing System via the Web at URL below with a copy to the Government Technical Representative (GTR) and a copy to the Contracting Officer.: https://arc.publicdebt.treas.gov/ipp/fsippqrg.htm in accordance with the instructions on the Web site. To constitute a proper invoice, the invoice must include all items required by the FAR clause at 52.232-25, ``Prompt Payment.'' The invoices shall be submitted by the 15th of the following month (if the 15th of the month falls on a weekend or holiday, then the following business day.) The contractor shall submit an invoice as subscriptions are placed and include the applicable administration fee for only those subscriptions noted on the invoice. No more than one invoice shall be submitted within a 30 day period but may contain multiple subscriptions and fees. Invoices shall identify the individual subscription and total fee to be paid as priced in Section B.3.1, Table II. All supporting documentation (paid invoice receipt) shall be provided along with the invoice.

(2) To assist the government in making timely payments, the contractor is also requested to include on each invoice the appropriation number shown on the contract award document (e.g., block 14 of the Standard Form (SF) 26, block 21 of the SF-33, or block 25 of the SF-1449). (End of Alternate II)

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

(d) Final invoice payment. The final invoice will not be paid prior to certification by the Contracting Officer that all work has been completed and accepted.

(End of clause)

G.1.2 52.213-2 – Invoices (Apr 1984)

The Contractor’s invoices must be submitted before payment can be made. The Contractor will be paid on the basis of the invoice, which must state --

(a) The starting and ending dates of the subscription delivery; and

(b) Either that orders have been placed in effect for the addressees required, or that the orders will be placed in effect upon receipt of payment. (End of Clause)

G.1.3. To constitute a proper invoice, the invoice must include all items required by FAR clause 52.212-4(g).

The contractor shall submit a proper invoice within 30 days after the subscription service stated in the SOW has been delivered.

G.1.4 Contractor Remittance Information. The contractor shall provide the payment office with all information required by other payment clauses or other supplemental information (e.g., contracts for commercial services) contained in this contract. To constitute a proper invoice, the invoice must include all items required by FAR clause 52.212-4(g), Prompt Payment and the following information and/or attached documentation:

1. Contract Number, applicable Task Order Number, and CLIN;

2. Contractor’s name, address and telephone number;

3. Invoice Number and date;

4. Applicable accounting and appropriation data;

5. Total amount due

G.1.5 Email Addresses - Payment Office, GTR, and Contracting Officer

PAYMENT OFFICE Submission - Submit all invoices to:

Treasury’s Invoice Processing Platform (IPP) https://arc.publicdebt.treas.gov/ipp/fsippqrg.htm

Questions can be emailed to: AccountsPayable@fiscal.treasury.gov

GTR Submission - Email the following to the GTR:

Email Address: Gabe.A.Labovitz@hud.gov

1. Invoice

2. Supporting Documentation

Contracting Officer and Contract Specialist Submission – Email the following to the Contracting Officer- leroy.h.white@hud.gov and Contract Specialist – virgil.m.rogers@hud.gov

1. Invoice

2. Supporting Documentation

SECTION G– CONTRACT ADMINISTRATION DATA SUBSCRIPTION AGENT SERVICES

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Page 22 of 52 Section G

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1 CRIMINAL LIABILITY

It is understood that disclosure of information relating to the work or services hereunder to any person not entitled to receive it, or failure to safeguard any classified information as defined in Executive Order Number 116523 that may come to the CI or any person under the CI’s control in connection with the work under this contract, may subject the CI, his agents or employees to criminal liability under Title 18, Section 793, 794, and 798 of the United States Code.

H.2 SECTION 508 COMPLIANCE

Section 508 of the Rehabilitation Act of 1973 requires that Federal agencies' electronic and information technology is accessible to people with disabilities. All future HUD web sites and applications must be developed to be compliant with Section 508. Each Electronic and Information Technology (EIT) product or service furnished under this contract shall comply with the Electronic and Information Technology Accessibility Standards (36 CFR 1194), as specified in the contract, as a minimum. If the Contracting Officer determines any furnished product or service is not in compliance with the contract, the Contracting Officer will promptly inform the Contractor in writing. The Contractor shall, without charge to the Government, repair or replace the non-compliant products or services within the period of time to be specified by the Government in writing.

If such repair or replacement is not completed within the time specified, the Government shall have the following recourses: cancellation of the contract, delivery or task order, purchase or line item without termination liabilities; or make repairs performed by itself or by another firm and the CI shall reimburse the Government for any expenses incurred thereby.

H.3 POSTAWARD ORIENTATION CONFERENCE

The contractor shall be required to attend a post-award conference. The conference will be held via teleconference. The Contracting Officer or designee will provide the contractor with the date, time and contact information for the conference.

H.4 LIMITATION ON SUBCONTRACTING REPORT –SEMI-ANNUAL – SMALL BUSINESS SET-ASIDE

The Contractor shall provide a semi-annual statement declaring if at least 50 percent of the cost of contract performance incurred for personnel shall be expended for employees of the concern (prime Contractor) in accordance with FAR 52.219-14 (Limitation on Subcontracting). The Contractor shall identify all subcontractors and the percentage of the total contract costs that are being performed by the Contractor as the prime and each subcontractor. The first report shall be submitted on _____ and the second report on ___ of each year. If the first falls on a holiday or weekend, then the report is due the next business day following the first.

SECTION H– SPECIAL CONTRACT REQUIREMENT SUBSCRIPTION AGENT SERVICES

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Page 23 of 52 Section H

SECTION I - CONTRACT CLAUSES

I.1 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE FEB 1998

This contract incorporates one or more clauses 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. Also, the full text of a clause may be accessed electronically at this/these address(es):

http://farsite.hill.af.mil/ http://www.hud.gov/offices/cpo/hudar.cfm

NUMBER TITLE DATE

FAR CLAUSES INCORPORATED BY FULL TEXT

52.212-5 - Contract Terms and Conditions Required to Implement Statutes or Executive Orders -Commercial Items (June 2016) 52.212-5 -- Contract Terms and Conditions Required to Implement Statutes or Executive Orders -- Commercial Items.

As prescribed in 12.301(b)(4), insert the following clause:

Contract Terms and Conditions Required to Implement Statutes or Executive Orders -- Commercial Items (Jun 2016)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

(1) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015)

(2) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(3) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77, 108-78 (19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the contracting officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.]

_X__ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with Alternate I (Oct 1995) (41 U.S.C. 4704 and 10 U.S.C. 2402).

___ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Oct 2015) (41 U.S.C. 3509).

___ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (Jun 2010) (Section 1553 of Pub L. 111-5) (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009).

_X__ (4) 52.204-10, Reporting Executive compensation and First-Tier Subcontract Awards (Oct 2015) (Pub. L. 109-282) (31 U.S.C. 6101 note).

___ (5) [Reserved] ___ (6) 52.204-14, Service Contract Reporting Requirements (Jan 2014) (Pub. L. 111-117, section 743 of Div. C).

___ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Jan 2014) (Pub. L. 111-117, section 743 of Div. C).

_X__ (8) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment (Oct 2015) (31 U.S.C. 6101 note).

_X__ (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Jul 2013) (41 U.S.C. 2313).

___ (10) [Reserved] ___ (11) (i) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Nov 2011) (15 U.S.C. 657a).

___ (ii) Alternate I (Nov 2011) of 52.219-3.

___ (12) (i) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (Oct 2014) (if the offeror elects to waive the preference, it shall so indicate in its offer)(15 U.S.C. 657a).

___ (ii) Alternate I (Jan 2011) of 52.219-4.

___ (13) [Reserved] _X__ (14) (i) 52.219-6, Notice of Total Small Business Aside (Nov 2011) (15 U.S.C. 644).

___ (ii) Alternate I (Nov 2011).

___ (iii) Alternate II (Nov 2011).

___ (15) (i) 52.219-7, Notice of Partial Small Business Set-Aside (June 2003) (15 U.S.C. 644).

___ (ii) Alternate I (Oct 1995) of 52.219-7.

___ (iii) Alternate II (Mar 2004) of 52.219-7.

_X__ (16) 52.219-8, Utilization of Small Business Concerns (Oct 2014) (15 U.S.C. 637(d)(2) and (3)).

___ (17) (i) 52.219-9, Small Business Subcontracting Plan (Oct 2015) (15 U.S.C. 637 (d)(4)).

___ (ii) Alternate I (Oct 2001) of 52.219-9.

___ (iii) Alternate II (Oct 2001) of 52.219-9.

___ (iv) Alternate III (Oct 2015) of 52.219-9.

___ (18) 52.219-13, Notice of Set-Aside of Orders (Nov 2011) (15 U.S.C. 644(r)).

_X__ (19) 52.219-14, Limitations on Subcontracting (Nov 2011) (15 U.S.C. 637(a)(14)).

___ (20) 52.219-16, Liquidated Damages—Subcontracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).

___ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Nov 2011) (15 U.S.C. 657f).

_X__ (22) 52.219-28, Post Award Small Business Program Representation (Jul 2013) (15 U.S.C. 632(a)(2)).

___ (23) 52.219-29, Notice of Set-Aside for, or Sole Source Award to, Economically Disadvantaged Women-Owned Small Business Concerns (Dec 2015) (15 U.S.C. 637(m)).

___ (24) 52.219-30, Notice of Set-Aside for, or Sole Source Award to, Women-Owned Small Business Concerns Eligible Under the Women-Owned Small Business Program (Dec 2015) (15 U.S.C. 637(m)).

_X__ (25) 52.222-3, Convict Labor (June 2003) (E.O. 11755).

_X__ (26) 52.222-19, Child Labor—Cooperation with Authorities and Remedies (Feb 2016) (E.O. 13126).

_X__ (27) 52.222-21, Prohibition of Segregated Facilities (Apr 2015).

_X__ (28) 52.222-26, Equal Opportunity (Apr 2015) (E.O. 11246).

_X__ (29) 52.222-35, Equal Opportunity for Veterans (Oct 2015) (38 U.S.C. 4212).

_X__ (30) 52.222-36, Equal Opportunity for Workers with Disabilities (Jul 2014) (29 U.S.C. 793).

_X__ (31) 52.222-37, Employment Reports on Veterans (Feb 2016) (38 U.S.C. 4212).

_X__ (32) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496).

_X__ (33) (i) 52.222-50, Combating Trafficking in Persons (Mar 2015) (22 U.S.C. chapter 78 and E.O. 13627).

___ (ii) Alternate I (Mar 2015) of 52.222-50, (22 U.S.C. chapter 78 and E.O. 13627).

____ (34) 52.222-54, Employment Eligibility Verification (Oct 2015). (E. O. 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

___ (35) (i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA-Designated Items (May 2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

___ (ii) Alternate I (May 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

___ (36) 52.223-11, Ozone-Depleting Substances and High Global Warming Potential Hydrofluorocarbons (Jun 2016) (E.O.13693).

___ (37) 52.223-12, Maintenance, Service, Repair, or Disposal of Refrigeration Equipment and Air Conditioners (Jun 2016) (E.O. 13693).

___ (38) (i) 52.223-13, Acquisition of EPEAT® -Registered Imaging Equipment (Jun 2014) (E.O.s 13423 and 13514 ___ (ii) Alternate I (Oct 2015) of 52.223-13.

___ (39) (i) 52.223-14, Acquisition of EPEAT® -Registered Television (Jun 2014) (E.O.s 13423 and 13514).

___ (ii) Alternate I (Jun 2014) of 52.223-14.

___ (40) 52.223-15, Energy Efficiency in Energy-Consuming Products (Dec 2007) (42 U.S.C. 8259b).

___ (41) (i) 52.223-16, Acquisition of EPEAT® -Registered Personal Computer Products (Oct 2015) (E.O.s 13423 and 13514).

___ (ii) Alternate I (Jun 2014) of 52.223-16.

_X__ (42) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging while Driving (Aug 2011) (E.O. 13513).

___ (43) 52.223-20, Aerosols (Jun 2016) (E.O. 13693).

___ (44) 52.223-21, Foams (Jun 2016) (E.O. 13696).

___ (45) 52.225-1, Buy American--Supplies (May 2014) (41 U.S.C. chapter 83).

___ (46) (i) 52.225-3, Buy American--Free Trade Agreements--Israeli Trade Act (May 2014) (41 U.S.C. chapter 83, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C. 4001 note, Pub. L. 103-182, 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43).

___ (ii) Alternate I (May 2014) of 52.225-3.

___ (iii) Alternate II (May 2014) of 52.225-3.

___ (iv) Alternate III (May 2014) of 52.225-3.

___ (47) 52.225-5, Trade Agreements (Feb 2016) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

_X_ (48) 52.225-13, Restrictions on Certain Foreign Purchases (Jun 2008) (E.O.’s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).

___ (49) 52.225-26, Contractors Performing Private Security Functions Outside the United States (Jul 2013) (Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. 2302 Note).

___ (50) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150).

___ (51) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov 2007) (42 U.S.C. 5150).

___ (52) 52.232-29, Terms for Financing of Purchases of Commercial Items (Feb 2002) (41 U.S.C. 4505), 10 U.S.C. 2307(f)).

___ (53) 52.232-30, Installment Payments for Commercial Items (Oct 1995) (41 U.S.C. 4505, 10 U.S.C. 2307(f)).

_X__ (54) 52.232-33, Payment by Electronic Funds…