DU206SF-17-Q-0004_RFQ_8-9-17.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

HUD-NFSF

FORT WORTH TX 76102

801 CHERRY STREET

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

HUD-R CODE 16. ADMINISTERED BYCODE

X

X

X

561110

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORHUD-NFSF

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

SMALL BUSINESS

08/24/2017 1200 CT

08/09/2017

817-978-5408MARIA HARTSFIELD

(No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

DU206SF-17-Q-0004

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 61 RCS-R-2017-00024OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

UNIT 45 SUITE 2500

TELEPHONE NO.

17a. CONTRACTOR/

PDR

15. DELIVER TO

FORT WORTH TX 76102

UNIT 45 SUITE 2500

801 CHERRY STREET

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$7.50

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

US DEPARTMENT OF HUD

EDWOSB

NAICS:

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Subscription Services to Purchase Housing Market Data (Fixed Price) See Technical Exhibit for List of Subscriptions. Funding subject to availability of funds.

Period of Performance: 09/29/2017 to 09/28/2018

0001 Subscription Services Agent 1 LS

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

LEROY H. WHITE

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

61 2 of

TABLE OF CONTENTS SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Table of Contents Page

SECTION A - SOLICITATION/CONTRACT FORM

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

SECTION C - DESCRIPTION/PERFORMANCE WORK STATEMENT

SECTION D - PACKAGING AND MARKING

SECTION E - INSPECTION AND ACCEPTANCE

SECTION F - DELIVERIES OR PERFORMANCE

SECTION G - CONTRACT ADMINISTRATION DATA

SECTION H - SPECIAL CONTRACT REQUIREMENTS

SECTION I - CONTRACT CLAUSES

SECTION J - LIST OF ATTACHMENTS……………………………………………………………………………39

SECTION K – REPRESENTATION, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS…40

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS…………………………….58

SECTION M – EVALUATION FACTORS FOR AWARD…………………………………………………………61

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

Policy Development and Research DU206SF-17-Q-0004

Page 2 of 61 Section B

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- 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 are shall not exceed 42.

B.3.1 CONTRACT FIXED UNIT RATES AND TOTAL PRICES

TABLE I

CLIN

BASE YEAR

Description

Estimated

Annual

QTY Unit

Fixed

Unit

Rate

Extended

Price

0001 Subscription Agent Services LS

0001AA

Subscriptions (Fixed Price) (Not Separately

Priced (NSP))

See Technical Exhibit for List 37 EA $0.00 $0.00

0001AB

Subscription Administration Fee, (if applicable) (Fixed Price) (NSP) (See Table

II) 37 EA $0.00 $0.00

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

Policy Development and Research DU206SF-17-Q-0004

Page 3 of 61 Section B

TABLE II – Subscription Prices: Quote

Start Date SUBSCRIPTION TITLE PUBLISHER MEDIA/TYPE PRICE

10/01/2017 Ada County Area Apartment Survey

Mountain States

Appraisal

Print Edition Order

Direct

03/01/2018 ALN Systems (Online Edition)

ALN Apartment Data

Inc

Online Edition

01/01/2018 Apartment Advisor (Print and Online)

Dupre + Scott

Apartment Advisors

Print + Online

01/01/2018 Apartment Development Report (Print and Online)

Dupre + Scott

Apartment Advisors

Print +Online

04/01/2018 Apartment Insights (Metro Phoenix)

RealData Inc Digital +

Online

04/01/2018 Apartment Insights (Metro Tucson)

RealData Inc Digital +

10/01/2017 Apartment Insights (Metro Seattle) RealData Inc Online Edition

10/01/2017 Apartment Insights (Metro Tacoma) RealData Inc Online Edition

11/01/2017 Apartment Insights -Colorado

Springs; includes two previous subscription

Colorado Apartment

Insights, LLC

Email

07/01/2018 Apartment Insights -Denver and Fort

Collins; includes two previous subscription

Colorado Apartment

Insights, LLC

Email

10/01/2017 Apartment Vacancy Report

Dupre + Scott

Apartment Advisors

Print

09/29/2017 Aptindex.com Database (Online

Edition up to 40 users) National

Conventional, Pipeline, and Student

Housing Subscription97375.

AXIOMETRICS Inc Online Edition

01/01/2018 Asheville Real Data Market: Apt

Market Report and Source

Real Data LLC DataWizard

12/01/2017 Banker and Tradesman

Banker and

Tradesman

Digital +

10/1/2017 Crain’s Chicago Business

Crain

Communications, Inc

Digital + Print

10/1/2017 Crain’s Cleveland Business

Print

10/1/2017 Crain’s Detroit Business

Digital + Print

9/29/2017 Charleston Real Data Market: Apt

Market Report and Source

Real Data LLC Data Wizard

10/01/2017

Charlotte Real Data Market: Apt

Market Report and Source

Real Data LLC

DataWizard

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

Policy Development and Research DU206SF-17-Q-0004

Page 4 of 61 Section B

Start Date SUBSCRIPTION TITLE PUBLISHER MEDIA/TYPE PRICE

10/01/2017 Colorado Springs Metro Area Apt

Vacancy Study

Apartment

Association of

Southern Colorado

Print +

E-mail

12/01/2017 Columbia Real Data Market:

Apartment Market Report and Source

Real Data LLC DataWizard

10/01/2017 Denver Area Apt Vacancy and Rent

Study

Association of Metro

Denver

Print

01/01/2018 Greater Nashville Apartment Market

Survey

Greater Nashville

Association

Print

11/01/2017 Greensboro Winston Salem Real Data

Market Apt Market and Source

Real Data LLC DataWizard

01/01/2018 Greenville-Spartanburg Real Data

Market Apartment market and Source

Real Data LLC DataWizard

11/01/2017 Jacksonville Real Data Market

(Apartment Market and Source

Real Data LLC DataWizard

4/01/2018 MPF Yieldstar Apartment Report

(Print and Online):

MPF Yieldstar Print + Online

1/01/2018 Multifamily Combo #3: Class A & B

Apartment Reports and Condo Report

Delta Associates Print + Online

11/01/2017 Nashville Real Market Data: Apt

Market Report and Source

Real Data LLC DataWizard

11/01/2017 Norfolk – Virginia Beach Data: Apt

Market Report and Source

Real Data LLC DataWizard

11/01/2017 Orlando Real Market Data: Apt

Market Report and Source

Real Data LLC DataWizard

09/01/2018 Raleigh-Durham Real Market Data:

Apt Market Report and Source

Real Data LLC DataWizard

01/01/2018 Richmond Real Market Data: Apt

Market Report and Source

Real Data LLC DataWizard

10/01/2017 REIS Subscriber Edition

(Online Edition Up to 40 users)

Reis, Inc Online Edition

01/01/2018 Savannah Real Market Data: Apt

Real Data LLC DataWizard

01/01/2018 Tampa Bay Real Market Data: Apt

Market Report and Source

Real Data LLC DataWizard

01/01/2018 Wilmington Real Market Data: Apt

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 5 of 61 Section C

SECTION C – DESCRIPTION/PERFORMANCE WORK STATEMENT (PWS)

C.1 – GENERAL

1.1. Introduction:

This contract will allow the government to enter a contract with a subscription service agent that will purchase local housing market data for use by the HUD Field Economist staff. HUD will provide the subscription service company with a list of very specific housing-related data subscriptions. The vendor’s phone number, e-mail address and actual address with a contact person, will be provided. Subscriptions will be sent to various HUD field offices, as noted in the list of subscriptions that is attached.

1.2 Background:

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.

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, generally updated to the previous quarter or month, 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

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.

1.4 Description of Services:

The subscription service agent 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

Contracting Officer Representative (COR) will be notified of the payment and subscription terms.

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.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 6 of 61 Section C

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, 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:

September 29, 2017 through September 28, 2018.

1.7 Place of Performance:

Place of performance will be at the contractor’s site.

1.8 Hours of Operation:

The Contractor is responsible for providing services between the hours of 8:00 AM to 5:30 PM Eastern Time

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. Weekly hours shall not exceed a forty (40) hour work week and a typical work day will be 8 hours each day Monday through Friday. The

Government reserves the right to change hours of operation or restrict contractor access. Work outside of these daily hours is prohibited without Contracting Officer approval. Government agencies will not be available during scheduled holidays, inclement weather, weekends, and after duty hours.

1.9 Special Qualifications:

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.

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 PWS and the Quality Control

Plan are met.

Mandatory minimum requirements. Minimum 3 years’ experience managing at least 35 different subscription services for a private or government entity. Bachelor’s degree or above preferred.

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 business days after contract award. The Contracting Officer will notify the Contractor of the specific date, location, and agenda within five business days after contract award.

1.11 Status Meetings:

The Contracting Officer, Contracting Officer’s Representative (COR) and other Government personnel, as appropriate may meet periodically with the Contractor to also review Contractor performance, requirement status, SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 7 of 61 Section C 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:

This is not applicable to this contract.

1.13 Transition In:

Transition-in time is not applicable to this contract.

1.14 Transition Out:

Transition-out time is not applicable to this contract.

2.1 Definitions:

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

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

Calendar Day - Any day of the week.

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

Government. The term used in this contract refers to the prime.

Contracting Officer (CO) - A person with authority to enter, administer, and/or terminate contracts and make related determinations and findings on behalf of the Government. Note: the only individual who can legally bind the Government.

Contracting Officer’s Representative (COR) - An employee of the U.S. Government appointed by the Contracting

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

Defective Service - A service output that does not meet the standard of performance associated with the

Statement of Work.

Deliverable - Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

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

Performance Standard - The Contractor's performance level required by the Government.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 8 of 61 Section C

Quality Assurance (QA) - Policies and procedures adopted by the Government to ensure that supplies and services acquired under Government contracts conform to the contracts quality requirements.

Quality Assurance Surveillance Plan (QASP) - A plan describing how the agency will survey, observe, test, sample, evaluate and document the Contractor's performance in meeting critical performance standards identified in the contract.

Quality Control (QC) - All necessary measures taken by the Contractor to assure that the quality of an end product of service shall meet contract requirements.

Statement of Work (PWS) - A statement of work that describes the required results in clear, specific and objective terms with measurable outcomes.

Subcontractor - Any person, other than the prime Contractor, who offers to furnish or furnishes any supplies, material, equipment, or services of any kind under a prime contract or a subcontract entered into in connection with such prime contract, and any person who offers to furnish or furnishes general supplies to the prime contractor or a higher tier subcontractor. The Government does not have privity of contract with a subcontractor.

Work Week - Monday through Friday, unless specified otherwise.

2.2 Acronyms:

AQL - Acceptable Quality Level

CO - Contracting Officer

COR - Contracting Officer’s Representative

CPO - Office of the Chief Procurement Officer of HUD

HUD - U.S. Department of Housing and Urban Development

HUDAR - HUD Acquisition Regulation

N/A – Not Applicable

OCPO - Office of the Chief Procurement Officer

PD&R - Office of Policy, Development and Research

PM - Project Manager

POC - Point of Contact

QA - Quality Assurance

QASP - Quality Assurance Surveillance Plan

QCP - Quality Control Plan

3. Government-Furnished Property and Services: N/A

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 9 of 61 Section C

3.1 Government Services: N/A

3.2 Facilities: N/A

3.3 Equipment: N/A

3.4 Materials:

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

3.5 Quality Assurance (QA):

The Government shall evaluate the Contractor's performance under this contract in accordance with the Quality

Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the

Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable quality level.

4. Contractor-Furnished Items and Services:

The Contractor shall furnish, all facilities, equipment, and supplies required to perform the work under this contract that are not listed under Government-Furnished Property and Services.

4.1 Facilities:

The contractor shall furnish facilities to meet the requirements under this PWS.

4.2 Equipment:

The contractor shall furnish all equipment to meet the requirements under this PWS.

4.3 Material:

The contractor shall furnish all materials to meet the requirements under this PWS.

4.4 Contractor Responsibilities:

The Contractor shall only conduct business with designated Government personnel listed as points of contact

(POCs). Names of authorized personnel shall be provided to the Contractor by the Government, in writing, and updated as necessary throughout the contract period.

U.S. Government records, copies of original results and reports, verified original data, corrected data and corrected supporting final reports which are maintained by the Contractor remain the property of the U.S.

Government. These files/results must be surrendered to the COR.

4.5 Contractor Personnel:

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

Contractor personnel (main point of contact and alternate point of contact) are considered Key Personnel by the

Government and shall be listed as such in accordance with HUDAR 2452.237-70, "Key Personnel.”

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 10 of 61 Section C

The Contract/Project Manager and alternate shall have full authority to act on all contact matters relating to daily operations of this contract. Accordingly, at a minimum, the points of contact shall have the technical knowledge of the requirement and be in the position to actually receive assignment, guidance, and direction from the COR and

CO per HUDAR 2452.237-73, "Conduct of Work and Technical Guidance" and shall be allocated enough hours to the requirement to ensure successful performance.

These points of points of contact shall each be an employee of the Contractor. An employee of a subcontractor is not acceptable for either of these positions. The Contract/Project Manager or alternate shall be available between the hours of 8:00am to 5:30pm Monday through Friday EST, except Federal Holidays or when the Government facility is closed for administrative reasons.

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.

Deliverables:

Identification of Contract Manager

4.6 Identification of Contractor Employees:

When conversing with Government personnel during business meetings, over the telephone, or via electronic mail, Contractor/subcontractor personnel shall identify themselves as such to avoid situations arising where sensitive topics might be better discussed solely between Government employees. Contractors/subcontractors shall identify themselves on any attendance sheet or any coordination documents they may review. Electronic mail signature blocks shall identify their company affiliation.

4.7 Quality Control:

The Contractor shall establish and maintain a complete quality control program that shall ensure services are performed in accordance with this contract. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-reoccurrence of defective services. The Contractor's quality control program is the means by which he assures himself that his work complies with the requirements of the contract. The Contractor shall provide the associated Quality Control Plan to the Government as directed.

4.7.1 Quality Control Plan:

The Contractor shall develop, maintain, enforce, and document a Quality Control Plan (QCP). The QCP shall ensure the Government receives the level of quality that is consistent with the requirements specified in this contract. The QCP shall be sufficiently detailed to provide the Contractor's methodology for identifying and recruiting qualified personnel. The QCP shall also provide the Contractor's methodology for resolving problems identified by the Government during reviews conducted in accordance with its Quality Assurance Surveillance Plan

(QASP). The QCP shall also provide the Contractor's methodology for establishing an internal feedback system for support personnel, and for resolving problems identified by that feedback system. The QCP shall demonstrate and validate that the services or deliverables to be provided under the contract are completed with a level of quality that meets the minimum performance threshold established in the Government's QASP. The QCP shall address Quality

Management Approach, Quality Assurance, Quality Control and Quality Standards.

Deliverables

Quality Control Plan

5. Specific Tasks:

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 11 of 61 Section C

5.1. Subscription Agent Services – The Contractor shall provide subscription agent services for PD&R. The subscription service company shall place the orders, make the payments and determine renewal dates. The HUD

Government Contracting Officer’s Representative (COR) must approve all orders before payment is made. When a subscription has been paid, or renewed, the recipient of the subscription as well as the Contracting Officer’s

Representative (COR) will be notified of the payment and subscription terms.

5.1.1 The subscription service company shall enter subscriptions into its database within one month of contract date. After entering the subscriptions, a list of all subscriptions will be generated and verified with the COR.

Subscriptions shall be paid based on the date of expiration (those expiring first will be paid first). No back orders shall be paid without consent of the COR.

Deliverables

Subscription Report

5.1.2 The COR will be available to assist in any questions about the subscriptions. If HUD has negotiated for lower rates, this information will be passed on to the subscription service company.

5.1.3 The subscription service company must make sure that all subscriptions are sent to the appropriate Field

Economist. The appropriate Field Economist and the Contracting Officer’s Representative (COR) must be notified of all transactions, including price, frequency and expiration of each subscription.

5.1.4 A list of proposed data subscriptions is included with the expiration date of the subscriptions. This list may be modified during the contract and subscriptions may be added and deleted. Each change will require alterations to the database that must be verified again with the COR.

5.1.5 The company may be paid a fixed amount based on the cost of the subscription. A minimum amount for small subscriptions may be requested.

5.1.6 Work Plan: The contractor shall submit a work plan that:

WORK PLAN

Activity Date

Enter all Proposed Subscriptions in Database and Provide

List of subscriptions and recipients to COR

Within one (1) month of Contract Award

Provide Invoices to COR for Approval Start with those that are close to expiration and send payments two (2) months before expiration. This is an ongoing activity that will begin within six (6) weeks of contract award.

Add or subtract subscriptions Allow six (6) weeks to add to database, have COR verify, prepare new invoice and have it approved by the COR.

Work Plan

5.2 SUBSCRIPTION LIST, TECHNICAL EXHIBIT I

Start Date SUBSCRIPTION TITLE PUBLISHER MEDIA/TYPE

10/01/2017 Ada County Area Apartment Survey Mountain States Appraisal Print Edition

03/01/2018 ALN Systems (Online Edition) ALN Apartment Data Inc Online Edition

01/01/2018

Apartment Advisor (Print and Online)

Dupre + Scott Apartment

Advisors

Print + Online

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 12 of 61 Section C

01/01/2018 Apartment Development Report (Print and

Online)

Dupre + Scott Apartment

Advisors

Print +Online

04/01/2018

Apartment Insights (Metro Phoenix)

RealData Inc Digital +

Online

04/01/2018

Apartment Insights (Metro Tucson)

RealData Inc Digital +

Online

10/01/2017 Apartment Insights (Metro Seattle) RealData Inc Online Edition

10/01/2017 Apartment Insights (Metro Tacoma) RealData Inc Online Edition

11/01/2017 Apartment Insights -Colorado Springs;

includes two previous subscription

Colorado Apartment

Insights, LLC

Email

07/01/2018 Apartment Insights -Denver and Fort Collins;

includes two previous subscription

Colorado Apartment

Insights, LLC

Email

10/01/2017 Apartment Vacancy Report

Dupre + Scott Apartment

Print

09/29/2017 Aptindex.com Database (Online Edition up to

40 users) National Conventional, Pipeline, and Student Housing Subscription97375.

AXIOMETRICS Inc Online Edition

01/01/2018 Asheville Real Data Market: Apt Market

Report and Source

12/01/2017 Banker and Tradesman

Banker and Tradesman Digital +

10/1/2017 Crain’s Chicago Business

Crain Communications, Inc Digital + Print

10/1/2017 Crain’s Cleveland Business

Crain Communications, Inc Print

10/1/2017 Crain’s Detroit Business

Crain Communications, Inc Digital + Print

9/29/2017 Charleston Real Data Market: Apt Market

Report and Source

Real Data LLC Data Wizard

10/01/2017 Charlotte Real Data Market: Apt Market

Report and Source

Real Data LLC DataWizard

10/01/2017 Colorado Springs Metro Area Apt Vacancy

Study

Apartment Association of

Southern Colorado

Print +

E-mail

12/01/2017 Columbia Real Data Market: Apartment

Market Report and Source

10/01/2017 Denver Area Apt Vacancy and Rent Study

Apartment Association of

Metro Denver

Print

01/01/2018 Greater Nashville Apartment Market Survey

Greater Nashville Apartment

Association

Print

11/01/2017 Greensboro Winston Salem Real Data Market

Apt Market and Source

Real Data LLC DataWizard

01/01/2018 Greenville-Spartanburg Real Data Market

Apartment market and Source

Real Data LLC DataWizard

11/01/2017 Jacksonville Real Data Market (Apartment

Market and Source

Real Data LLC DataWizard

4/01/2018 MPF Yieldstar Apartment Report (Print and

Online):

MPF Yieldstar Print + Online

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 13 of 61 Section C

1/01/2018 Multifamily Combo #3: Class A & B

Apartment Reports and Condo Report

Delta Associates Print + Online

11/01/2017 Nashville Real Market Data: Apt Market

Report and Source

Real Data LLC DataWizard

11/01/2017 Norfolk – Virginia Beach Data: Apt Market

Report and Source

Real Data LLC DataWizard

11/01/2017 Orlando Real Market Data: Apt Market

Report and Source

Real Data LLC DataWizard

09/01/2018 Raleigh-Durham Real Market Data: Apt

Market Report and Source

Real Data LLC DataWizard

10/01/2017 REIS Subscriber Edition

(Online Edition Up to 40 users)

Reis, Inc Online Edition

01/01/2018 Richmond Real Market Data: Apt Market

Report and Source

Real Data LLC DataWizard

01/01/2018 Savannah Real Market Data: Apt Market

Report and Source

Real Data LLC DataWizard

01/01/2018 Tampa Bay Real Market Data: Apt Market

Report and Source

Real Data LLC DataWizard

01/01/2018 Wilmington Real Market Data: Apt Market

Report and Source

Subscriptions

6. Deliverables:

The Contractor shall complete all work and submit all deliverables as specified herein. The Government reserves the right to make changes to delivery dates. For calculating “due dates” of deliverables to HUD, all business days are counted up to and including the day of delivery.

ITEM PWS

Paragraph

Section

Deliverables Due Dates Quantity

0001 4.5 Identification of Contract Manager Within seven (7) business days of contract award, and prior to assigning a new contract manager

0001 4.7.1 Quality Control Plan

At post award conference, and as needed

5.1.1 Subscription Report

Monthly and upon the renewal of subscriptions or as required

0001 5.1.6 Work Plan Within one (1) month of

Contract Award

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 14 of 61 Section C

0001 5.2 Subscriptions See Subscriptions List See

Subscription

List

Acceptance of all deliverables shall be determined in accordance with the Performance Requirements Summary.

7. Performance Requirements Summary:

The summary chart below lists the contract's primary requirements, the associated performance standards, the expected target performance, and the methods of surveillance. While some contract requirements may not be listed in the chart below, requirements not appearing on the PRS chart do not negate the Contractor's obligation to perform all requirements as specified in the contract. Additionally, HUD reserves all rights and remedies under the provisions and clauses of the contract when performance of any contract requirement, whether listed below, is unacceptable.

HUD will develop a Quality Assurance Surveillance Plan to be used to provide contract oversight. In conjunction with the Contractor's Quality Control Plan and various other methods of assessing performance, the COR may perform on-site reviews and/or other types of verification to determine that the specified target performance requirements have been met.

7.1 PERFORMANCE REQUIREMENT SUMMARY (PRS)

ITEM REQUIREMENT

PWS

PARAGRAPH

Standards/

AQLs

0001 Subscriptions 5

Standard: Timeliness of subscription renewals

AQL: Not more than 2 subscriptions are more than 1 weeks late of starting past expiration date

Providing online subscription login access information

Standard: Providing timely online subscription login access information:

AQL: Not later than 15 days after subscription start date

8. 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.

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 15 of 61 Section C

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 Contractor shall reimburse the Government for any expenses incurred therein

SECTION C – PERFORMANCE WORK STATEMENT SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 16 of 61 Section C

SECTION D – PACKAGING AND MARKING

D.1 ENVIRONMENTALLY SAFE PACKAGING

The contractor shall package non-breakable 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.

D.2 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.3 MARKING

All information submitted to the Contracting Officer or Contracting Officer’s Representative shall clearly indicate the contract number for which the information is being submitted.

SECTION E – INSPECTION AND ACCEPTANCE SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 17 of 61 Section E

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):

https://www.acquisition.gov http://www.hud.gov/offices/cpo/hudar.cfm

NUMBER TITLE DATE

FAR 52.246-4 INSPECTION OF SERVICES-FIXED-PRICE AUG 1996

E.2 HUDAR 2452.246-70 INSPECTION AND ACCEPTANCE (DEVIATION) MAY 2017

Inspection and acceptance of all work required under this contract shall be performed by the Contracting

Officer’s Representative (COR) or other individual as designated by the Contracting Officer or COR.

(End of clause)

E.3 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.4 QUALITY INSPECTION CRITERIA

See Section C – Statement of Work for Performance Requirements Summary

Nothing in Section E is intended to supersede any other performance requirements in this document. In the event of a conflict, Section C shall take precedence over other apparent contradictory requirements.

https://www.acquisition.gov/

SECTION F – DELIVERIES OR PERFORMANCE SUBSCRIPTION AGENT SERVICES

Policy Development and Research DU206SF-17-Q-0004

Page 18 of 61 Section F

SECTION F – DELIVERIES OR PERFORMANCE

F.1 DELIVERY SCHEDULE

Deliveries shall be in accordance with the PWS, Section C.

F.2 SUBSCRIPTION LIST FOR DELIVERIES

SUBSCRIPTION LIST

SUBSCRIPTION / MEDIA/TYPE

Subscription: Publisher

Ada County Area Apartment Survey (Print Edition) Mountain States Appraisal

Minimum Need: HUD needs apartment level data on rents, occupancy, unit composition and location to assist in the analysis of housing market conditions. The Ada Real Estate Survey provides detailed apartment information for this geography.

ALN Systems (Online Edition) ALN Apartment Data, Inc.

Minimum Need: HUD needs: data on apartment occupancy (historical and current occupancy rates), average rent (historical and current rent amounts being paid by occupants), effective rent (historical and current rent amounts being paid by occupants), number of properties and number of units. Data can be sorted by year, age-restriction, income, and submarket. This includes apartment data for multiple markets in Kansas, Louisiana, Missouri, Oklahoma and Texas, Apartment Advisor (Print and Online) Dupre and Scott Apartment

Minimum Need: Rent (historical and current rent amounts being paid by occupants) and occupancy

(historical and current occupancy rate) trends in the Seattle metropolitan area including submarket analysis and comparisons by apartments by Class: A, B or C. Seattle metropolitan area rental market analysis for apartments including Class A, B and C. The subscription includes a feature that allows the user to define submarket area to analyze rent and vacancy trends by unit type.

Apartment Development Report (Print and Online) Dupre and Scott Apartment

Minimum Need: Detailed description of 20+ unit apartments under construction, in planning or recently completed. Includes maps displaying apartment complexes built since 2013 and what will arrive on the

Policy Development and Research DU206SF-17-Q-0004

Page 19 of 61 Section F market through 2017 for King, Snohomish and Pierce counties. Tables describing the existing inventory by submarket for each of these counties are also provided. For the Seattle area rental market research.

Apartment Insights (Colorado Springs) (Email) Colorado Apartment Insights, LLC Includes two previous subscriptions.

Minimum Need: Apartment data for select communities, including rent (historical and current rent amounts being paid by occupant) and occupancy (historical and current occupancy rates), and sorted according to market-rate, age-restricted, student and construction status, as described below. Apartment data for Colorado Springs area subscriptions)

Apartment Insights (Denver & Fort Collins) (Email) Colorado Apartment Insights, LLC Includes two previous subscriptions.

Minimum Need: Apartment data for select communities, including rent (historical and current rent amounts being paid by occupant) and occupancy (historical and current occupancy rates), and sorted according to market-rate, age-restricted, student and construction status, as described below. Apartment data for Boulder, Denver, Ft. Collins, and Greeley metropolitan areas (it displays as Denver and Ft.

Collins area subscriptions)

Apartment Insights (Metro Phoenix) (Digital + Online) Real Data, Inc.

Minimum Need: Rent (historical and current rent amounts being paid by occupant), occupancy (historical and current occupancy rate), absorption, inventory, sales and construction by affordable, market-rate and student-targeted populations. RealData apartment data for Phoenix, AZ.

Apartment Insights (Metro Tucson) (Digital + Online) Real Data, Inc.

Minimum Need: Rent (historical and current rent amounts being paid by occupant), occupancy (historical and current occupancy rates), absorption, inventory, sales and construction by affordable, market-rate and student-targeted populations. RealData apartment data for Tucson, AZ.

Apartment Insights (Metro Seattle) (Online Edition) Real Data, Inc.

Minimum Need: For King and Snohomish counties -Detailed property characteristics including rent, occupancy, year built, concessions, unit mix by number of bedroom, project amenities, submarket identification. Apartment Insight database includes market-rate, subsidized and student housing.

Subscription includes submarket and county level data on rent, occupancy, multifamily projects under construction, in final planning, preliminary planning and design review.

Policy Development and Research DU206SF-17-Q-0004

Page 20 of 61 Section F

Apartment Insights (Metro Tacoma) Online Edition Real Data, Inc.

Minimum Need: For Pierce County -Detailed property characteristics including rent, occupancy, year built, concession, unit mix by number of bedrooms, project amenities, submarket identification.

Apartment Insight database includes market-rate, subsidized and student housing. Subscription includes submarket and county level data on rent, occupancy, multifamily projects under construction, in final planning, preliminary planning and design review.

Apartment Vacancy Report (Print) Dupre and Scott Apartment

Minimum Needs: Detailed description of 20+ unit apartment occupancy (historical and current occupancy rate) trends for the existing inventory in King, Snohomish and Pierce counties including Class

A, B and C buildings. Allows user to create custom reports at the neighborhood level of geography by unit type and age. Seattle area rental market data.

Aptindex.com Database (Online Edition AXIOMETRICS, Inc.

Up to 40 users)

Minimum Needs: Detailed occupancy (historical and current occupancy rate data) and rent rate (historical and current rent amounts being paid by occupants) for market areas across the country. Apartment market data by market area.

Asheville Real Data Market: Apt Market Real Data, LLC

Report and Source (DataWizard)

Minimum Needs: Rent (historical and current rent amounts being paid by occupants) and occupancy

(historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing. Apartment data for Asheville, NC

Banker and Tradesman (Digital + Online) Banker and Tradesman Research

Minimum Need: Single-family home and condominium sales and median price data for Massachusetts and Rhode Island (statewide) as well for every municipality in the two states.

Charleston Real Data Market: Apt Market Real Data, LLC

Policy Development and Research DU206SF-17-Q-0004

Page 21 of 61 Section F

(historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing. Apartment data for Charleston, SC

Charlotte Real Data Market: Apt Market Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing. Apartment data for Charlotte, NC

Colorado Springs Metro Area Apt Vacancy Study Apartment Association of Southern

(Print + Email) Colorado

(historical and current occupancy data) data for Denver area rental markets, by submarket. As described in f., below, this is used as a “check” for when reviewed market studies are performed by Real Data.

Colorado Springs metro area apartment vacancy and rent survey

Columbia Real Data Market: Apartment Market Real Data, LLC

(historical and current occupancy data) data by market area, submarket and at the individual property level. Includes data for affordable, market-rate and student housing. Apartment data for Columbia, SC.

Crain’s Chicago Business (Digital + Print) Crain Communications, Inc

Minimum Needs: Includes 52 print issues annually, and digital (online) news every weekday (non-holidays). Subscription focus is business news with an emphasis on real estate news and business news, including major employer expansions/contractions.

Crain’s Cleveland Business (Digital + Print) Crain Communications, Inc

Minimum Needs: Includes 52 print issues annually, and digital (online) news every weekday (non-holidays). Subscription focus is business news with an emphasis on real estate news and business news, Crain’s Detroit Business (Digital + Print) Crain Communications, Inc

Policy Development and Research DU206SF-17-Q-0004

Page 22 of 61 Section F

Minimum Needs: Includes 52 print issues annually, and digital (online) news every weekday (non-holidays). Subscription focus is business news with an emphasis on real estate news and business news, Denver Area Apt Vacancy and Rent Study (Print) Apartment Association of Metro

Denver

(historical and current occupancy data) data for Denver area rental markets, by submarket. As described in f., below, this is used as a “check” for when reviewed market studies are performed by Real Data.

Denver metropolitan area apartment vacancy and rent survey.

Greater Nashville Apartment Market Survey (Print) Greater Nashville Apartment

Association

(historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for

Nashville, TN

Greensboro Winston Salem Real Data Market: Real Data, LLC Apt Market Report and Source (DataWizard)

(historical and current occupancy data) data by market area, submarket and at the individual property level. Historic data. Includes data for affordable, market-rate and student housing. Apartment data for

Greensboro Winston-Salem, NC

Greenville-Spartanburg Real Data Market: Real Data, LLC

Apartment Market and Source (DataWizard)

(historical and current…