DU208WP-14-R-0002.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

NFWP

1670 BROADWAY 23RD FLOOR

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

CODE 16. ADMINISTERED BYCODE

X

X

541611

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORNFWP

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

02/07/2014 1300 ET

12/18/2013

303-672-5189Debra McCraw (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

DU208WP-14-R-0002

5. SOLICITATION NUMBER

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

1 68 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

DENVER CO 80202-4801

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

DENVER CO 80202-4801

1670 BROADWAY 23RD FLOOR

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$14.0

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)

US DEPARTMENT OF HUD

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

X

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

NASS BUSINESS SUPPORT AS DESCRIBED IN THE

ATTACHED PERFORMANCE WORK STATEMENT.

0001 BASE YEAR YR

(Not Separately Priced) Period of Performance: 05/12/2014 to 05/11/2015

0001AA REQUIREMENT MATRIX DOCUMENT - SUBTASK 5.1.3 12 MO

Continued ...

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Edgar A. Cross 12/18/2013

. 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. ADDEND

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.

FIXED QUANTITY - MONTHLY REPORT

Period of Performance: 05/12/2014 to 05/11/2015

0001AB MAJOR RELEASES THAT WILL RESULT IN A BUSINESS 2 EA

REQUIREMENT DOCUMENT (BRD) - SUBTASK 5.1.1

FIXED QUANTITY- TWO PER YEAR

Period of Performance: 05/12/2014 to 05/11/2015

0001AC EMERGENCY RELEASES THAT WILL RESULT IN A BUSINESS 1 EA

REQUIREMENT DOCUMENT (IF APPLICABLE) - SUBTASK

5.1.2

MINIMUM QUANTITY: 0

MAXIMUM QUANTITY: 1

Period of Performance: 05/12/2014 to 05/11/2015

0001AD UPDATES TO THE BUSINESS REQUIREMENT DOCUMENT - 6 EA

SUBTASK 5.1.2 - QUARTERLY AND AFTER EACH RELEASE

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 6

Period of Performance: 05/12/2014 to 05/11/2015

0002AA INDICATOR REPORT - SUBTASK 5.2.1 1 EA

FIXED QUANTITY- ONE ANNUAL REPORT

Period of Performance: 05/12/2014 to 05/11/2015

0002AB USER ACCEPTANCE TESTING (UAT) SCRIPTS- MAJOR 4 EA

SYSTEM RELEASES - SUBTASK 5.2.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

68 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 68

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WP-14-R-0002

Period of Performance: 05/12/2014 to 05/11/2015

0002AC USER ACCEPTANCE TESTING (UAT) SCRIPTS - EMERGENCY 1 EA

RELEASES (IF APPLICABLE) - SUBTASK 5.2.2

MINIMUM QUANTITY: 0

MAXIMUM QUANTITY: 1

Period of Performance: 05/12/2014 to 05/11/2015

0002AD MASTER ENHANCEMENT LIST - SUBTASK 5.2.2 4 EA

FIXED QUANTITY- QUARTERLY REPORT

Period of Performance: 05/12/2014 to 05/11/2015

0003AA QUALITY ASSURANCE FINDINGS / ISSUES / 12 MO

RECOMMENDATIONS REPORT - SUBTASK 5.3.1

FIXED QUANTITY - MONTHLY REPORT

Period of Performance: 05/12/2014 to 05/11/2015

0003AB NASS AND PIH-REAC QUALITY ASSURANCE PLAN UPDATE - 4 EA

SUBTASK 5.3.2

FIXED QUANTITY- QUARTERLY REPORT

Period of Performance: 05/12/2014 to 05/11/2015

0004AA ANNUAL REPORT - SUBTASK 5.4.2 1 YR

Period of Performance: 05/12/2014 to 05/11/2015

0004AB AD-HOC REPORTS (SMALL) - SUBTASK 5.4.1 20 EA

MINIMUM QUANTITY: 6

MAXIMUM QUANTITY: 20

Period of Performance: 05/12/2014 to 05/11/2015

0004AC AD-HOC REPORTS (MEDIUM) - SUBTASK 5.4.1 10 EA

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 10

Period of Performance: 05/12/2014 to 05/11/2015

0004AD AD-HOC REPORTS (LARGE) - SUBTASK 5.4.1 10 EA

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 10

Period of Performance: 05/12/2014 to 05/11/2015

0005AA NASS MICRO-STRATEGY UPDATES AND ENHANCEMENTS - 8 EA

SUBTASK 5.5.1

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 8

Period of Performance: 05/12/2014 to 05/11/2015

0005AB DATA COLLECTION / ANALYTICAL TOOL (SMALL) - 4 EA

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

4 68

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WP-14-R-0002

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

Period of Performance: 05/12/2014 to 05/11/2015

0005AC DATA COLLECTION / ANALYTICAL TOOL (MEDIUM) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

Period of Performance: 05/12/2014 to 05/11/2015

0005AD DATA COLLECTION / ANALYTICAL TOOL (LARGE) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

Period of Performance: 05/12/2014 to 05/11/2015

0006AA PHAS SCORE REPORT AND EXCEPTION REPORT - SUBTASK 24 EA

5.6.2

FIXED QUANTITY- TWO PER MONTH

Period of Performance: 05/12/2014 to 05/11/2015

0006AB STANDARD OPERATING PROCEDURES, TECHNICAL 4 EA

DOCUMENTATION, QUALITY ASSURANCE AND CONTROL, AND

PHAS SCORE DATABASE USERS GUIDE - SUBTASK 5.6.1

FIXED QUANTITY- QUARTERLY REPORT

Period of Performance: 05/12/2014 to 05/11/2015

0007AA STATISTICAL ANALYSIS REPORT (SMALL) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

Period of Performance: 05/12/2014 to 05/11/2015

0007AB STATISTICAL ANALYSIS REPORT (MEDIUM) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

Period of Performance: 05/12/2014 to 05/11/2015

0007AC STATISTICAL ANALYSIS REPORT (LARGE) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

Period of Performance: 05/12/2014 to 05/11/2015

0008 TRANSITION-IN PLAN - SUBTASK 1.7.1 1 EA

Continued ...

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CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WP-14-R-0002

FIXED QUANTITY- ONE TIME SUBMITTAL

Period of Performance: 05/12/2014 to 05/11/2015

1001 OPTION PERIOD I YR

(Option Line Item)

(Not Separately Priced)

Period of Performance: 05/12/2015 to 05/11/2016

1001AA REQUIREMENT MATRIX DOCUMENT - SUBTASK 5.1.3 12 MO

FIXED QUANTITY - MONTHLY REPORT

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1001AB MAJOR RELEASES THAT WILL RESULT IN A BUSINESS 2 EA

REQUIREMENT DOCUMENT (BRD) - SUBTASK 5.1.1

FIXED QUANTITY- TWO PER YEAR

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1001AC EMERGENCY RELEASES THAT WILL RESULT IN A BUSINESS 1 EA

REQUIREMENT DOCUMENT (IF APPLICABLE) - SUBTASK

5.1.2

MINIMUM QUANTITY: 0

MAXIMUM QUANTITY: 1

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1001AD UPDATES TO THE BUSINESS REQUIREMENT DOCUMENT - 6 EA

SUBTASK 5.1.2 - QUARTERLY AND AFTER EACH RELEASE

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 6

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1002AA INDICATOR REPORT - SUBTASK 5.2.1 1 EA

FIXED QUANTITY- ONE ANNUAL REPORT

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1002AB USER ACCEPTANCE TESTING (UAT) SCRIPTS- MAJOR 4 EA

SYSTEM RELEASES - SUBTASK 5.2.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1002AC USER ACCEPTANCE TESTING (UAT) SCRIPTS - EMERGENCY 1 EA

Continued ...

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6 68

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WP-14-R-0002

RELEASES (IF APPLICABLE) - SUBTASK 5.2.2

MINIMUM QUANTITY: 0

MAXIMUM QUANTITY: 1

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1002AD MASTER ENHANCEMENT LIST - SUBTASK 5.2.2 4 EA

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1003AA QUALITY ASSURANCE FINDINGS / ISSUES / 12 MO

RECOMMENDATIONS REPORT - SUBTASK 5.3.1

FIXED QUANTITY - MONTHLY REPORT

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1003AB NASS AND PIH-REAC QUALITY ASSURANCE PLAN UPDATE - 4 EA

SUBTASK 5.3.2

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1004AA ANNUAL REPORT - SUBTASK 5.4.2 1 YR

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1004AB AD-HOC REPORTS (SMALL) - SUBTASK 5.4.1 20 EA

MINIMUM QUANTITY: 6

MAXIMUM QUANTITY: 20

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1004AC AD-HOC REPORTS (MEDIUM) - SUBTASK 5.4.1 10 EA

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 10

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1004AD AD-HOC REPORTS (LARGE) - SUBTASK 5.4.1 10 EA

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 10

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1005AA NASS MICRO-STRATEGY UPDATES AND ENHANCEMENTS - 8 EA

SUBTASK 5.5.1

Continued ...

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CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WP-14-R-0002

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 8

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1005AB DATA COLLECTION / ANALYTICAL TOOL (SMALL) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1005AC DATA COLLECTION / ANALYTICAL TOOL (MEDIUM) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1005AD DATA COLLECTION / ANALYTICAL TOOL (LARGE) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1006AA PHAS SCORE REPORT AND EXCEPTION REPORT - SUBTASK 24 EA

5.6.2

FIXED QUANTITY- TWO PER MONTH

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1006AB STANDARD OPERATING PROCEDURES, TECHNICAL 4 EA

DOCUMENTATION, QUALITY ASSURANCE AND CONTROL, AND

PHAS SCORE DATABASE USERS GUIDE - SUBTASK 5.6.1

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1007AA STATISTICAL ANALYSIS REPORT (SMALL) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1007AB STATISTICAL ANALYSIS REPORT (MEDIUM) - SUBTASK 5 EA

Continued ...

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

DU208WP-14-R-0002

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1007AC STATISTICAL ANALYSIS REPORT (LARGE) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

1008 TRANSITION-OUT PLAN - SUBTASK 1.7.2 1 EA

FIXED QUANTITY- ONE TIME SUBMITTAL

(Option Line Item)

Period of Performance: 05/12/2015 to 05/11/2016

2001 OPTION PERIOD II YR

(Option Line Item)

(Not Separately Priced)

Period of Performance: 05/12/2016 to 05/11/2017

2001AA REQUIREMENT MATRIX DOCUMENT - SUBTASK 5.1.3 12 MO

FIXED QUANTITY - MONTHLY REPORT

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2001AB MAJOR RELEASES THAT WILL RESULT IN A BUSINESS 2 EA

REQUIREMENT DOCUMENT (BRD) - SUBTASK 5.1.1

FIXED QUANTITY- TWO PER YEAR

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2001AC EMERGENCY RELEASES THAT WILL RESULT IN A BUSINESS 1 EA

REQUIREMENT DOCUMENT (IF APPLICABLE) - SUBTASK

5.1.2

MINIMUM QUANTITY: 0

MAXIMUM QUANTITY: 1

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2001AD UPDATES TO THE BUSINESS REQUIREMENT DOCUMENT - 6 EA

SUBTASK 5.1.2 - QUARTERLY AND AFTER EACH RELEASE

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 6

(Option Line Item)

Continued ...

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CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WP-14-R-0002

Period of Performance: 05/12/2016 to 05/11/2017

2002AA INDICATOR REPORT - SUBTASK 5.2.1 1 EA

FIXED QUANTITY- ONE ANNUAL REPORT

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2002AB USER ACCEPTANCE TESTING (UAT) SCRIPTS- MAJOR 4 EA

SYSTEM RELEASES - SUBTASK 5.2.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2002AC USER ACCEPTANCE TESTING (UAT) SCRIPTS - EMERGENCY 1 EA

RELEASES (IF APPLICABLE) - SUBTASK 5.2.2

MINIMUM QUANTITY: 0

MAXIMUM QUANTITY: 1

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2002AD MASTER ENHANCEMENT LIST - SUBTASK 5.2.2 4 EA

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2003AA QUALITY ASSURANCE FINDINGS / ISSUES / 12 MO

RECOMMENDATIONS REPORT - SUBTASK 5.3.1

FIXED QUANTITY - MONTHLY REPORT

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2003AB NASS AND PIH-REAC QUALITY ASSURANCE PLAN UPDATE - 4 EA

SUBTASK 5.3.2

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2004AA ANNUAL REPORT - SUBTASK 5.4.2 1 YR

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2004AB AD-HOC REPORTS (SMALL) - SUBTASK 5.4.1 20 EA

MINIMUM QUANTITY: 6

MAXIMUM QUANTITY: 20

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

Continued ...

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REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WP-14-R-0002

2004AC AD-HOC REPORTS (MEDIUM) - SUBTASK 5.4.1 10 EA

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 10

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2004AD AD-HOC REPORTS (LARGE) - SUBTASK 5.4.1 10 EA

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 10

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2005AA NASS MICRO-STRATEGY UPDATES AND ENHANCEMENTS - 8 EA

SUBTASK 5.5.1

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 8

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2005AB DATA COLLECTION / ANALYTICAL TOOL (SMALL) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2005AC DATA COLLECTION / ANALYTICAL TOOL (MEDIUM) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2005AD DATA COLLECTION / ANALYTICAL TOOL (LARGE) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2006AA PHAS SCORE REPORT AND EXCEPTION REPORT - SUBTASK 24 EA

5.6.2

FIXED QUANTITY- TWO PER MONTH

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

Continued ...

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REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WP-14-R-0002

2006AB STANDARD OPERATING PROCEDURES, TECHNICAL 4 EA

DOCUMENTATION, QUALITY ASSURANCE AND CONTROL, AND

PHAS SCORE DATABASE USERS GUIDE - SUBTASK 5.6.1

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2007AA STATISTICAL ANALYSIS REPORT (SMALL) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2007AB STATISTICAL ANALYSIS REPORT (MEDIUM) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2007AC STATISTICAL ANALYSIS REPORT (LARGE) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

2008 TRANSITION-OUT PLAN - SUBTASK 1.7.2 1 EA

FIXED QUANTITY- ONE TIME SUBMITTAL

(Option Line Item)

Period of Performance: 05/12/2016 to 05/11/2017

3001 OPTION PERIOD III YR

(Option Line Item)

(Not Separately Priced)

Period of Performance: 05/12/2017 to 05/11/2018

3001AA REQUIREMENT MATRIX DOCUMENT - SUBTASK 5.1.3 12 MO

FIXED QUANTITY - MONTHLY REPORT

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3001AB MAJOR RELEASES THAT WILL RESULT IN A BUSINESS 2 EA

REQUIREMENT DOCUMENT (BRD) - SUBTASK 5.1.1

FIXED QUANTITY- TWO PER YEAR

(Option Line Item)

Continued ...

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REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WP-14-R-0002

Period of Performance: 05/12/2017 to 05/11/2018

3001AC EMERGENCY RELEASES THAT WILL RESULT IN A BUSINESS 1 EA

REQUIREMENT DOCUMENT (IF APPLICABLE) - SUBTASK

5.1.2

MINIMUM QUANTITY: 0

MAXIMUM QUANTITY: 1

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3001AD UPDATES TO THE BUSINESS REQUIREMENT DOCUMENT - 6 EA

SUBTASK 5.1.2 - QUARTERLY AND AFTER EACH RELEASE

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 6

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3002AA INDICATOR REPORT - SUBTASK 5.2.1 1 EA

FIXED QUANTITY- ONE ANNUAL REPORT

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3002AB USER ACCEPTANCE TESTING (UAT) SCRIPTS- MAJOR 4 EA

SYSTEM RELEASES - SUBTASK 5.2.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3002AC USER ACCEPTANCE TESTING (UAT) SCRIPTS - EMERGENCY 1 EA

RELEASES (IF APPLICABLE) - SUBTASK 5.2.2

MINIMUM QUANTITY: 0

MAXIMUM QUANTITY: 1

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3002AD MASTER ENHANCEMENT LIST - SUBTASK 5.2.2 4 EA

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3003AA QUALITY ASSURANCE FINDINGS / ISSUES / 12 MO

RECOMMENDATIONS REPORT - SUBTASK 5.3.1

FIXED QUANTITY - MONTHLY REPORT

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

Continued ...

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3003AB NASS AND PIH-REAC QUALITY ASSURANCE PLAN UPDATE - 4 EA

SUBTASK 5.3.2

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3004AA ANNUAL REPORT - SUBTASK 5.4.2 1 YR

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3004AB AD-HOC REPORTS (SMALL) - SUBTASK 5.4.1 20 EA

MINIMUM QUANTITY: 6

MAXIMUM QUANTITY: 20

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3004AC AD-HOC REPORTS (MEDIUM) - SUBTASK 5.4.1 10 EA

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 10

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3004AD AD-HOC REPORTS (LARGE) - SUBTASK 5.4.1 10 EA

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 10

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3005AA NASS MICRO-STRATEGY UPDATES AND ENHANCEMENTS - 8 EA

SUBTASK 5.5.1

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 8

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3005AB DATA COLLECTION / ANALYTICAL TOOL (SMALL) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3005AC DATA COLLECTION / ANALYTICAL TOOL (MEDIUM) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Continued ...

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Period of Performance: 05/12/2017 to 05/11/2018

3005AD DATA COLLECTION / ANALYTICAL TOOL (LARGE) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3006AA PHAS SCORE REPORT AND EXCEPTION REPORT - SUBTASK 24 EA

5.6.2

FIXED QUANTITY- TWO PER MONTH

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3006AB STANDARD OPERATING PROCEDURES, TECHNICAL 4 EA

DOCUMENTATION, QUALITY ASSURANCE AND CONTROL, AND

PHAS SCORE DATABASE USERS GUIDE - SUBTASK 5.6.1

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3007AA STATISTICAL ANALYSIS REPORT (SMALL) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3007AB STATISTICAL ANALYSIS REPORT (MEDIUM) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3007AC STATISTICAL ANALYSIS REPORT (LARGE) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

3008 TRANSITION-OUT PLAN - SUBTASK 1.7.2 1 EA

FIXED QUANTITY- ONE TIME SUBMITTAL

(Option Line Item)

Period of Performance: 05/12/2017 to 05/11/2018

Continued ...

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REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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4001 OPTION PERIOD IV YR

(Option Line Item)

(Not Separately Priced)

Period of Performance: 05/12/2018 to 05/11/2019

4001AA REQUIREMENT MATRIX DOCUMENT - SUBTASK 5.1.3 12 MO

FIXED QUANTITY - MONTHLY REPORT

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4001AB MAJOR RELEASES THAT WILL RESULT IN A BUSINESS 2 EA

REQUIREMENT DOCUMENT (BRD) - SUBTASK 5.1.1

FIXED QUANTITY- TWO PER YEAR

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4001AC EMERGENCY RELEASES THAT WILL RESULT IN A BUSINESS 1 EA

REQUIREMENT DOCUMENT (IF APPLICABLE) - SUBTASK

5.1.2

MINIMUM QUANTITY: 0

MAXIMUM QUANTITY: 1

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4001AD UPDATES TO THE BUSINESS REQUIREMENT DOCUMENT - 6 EA

SUBTASK 5.1.2 - QUARTERLY AND AFTER EACH RELEASE

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 6

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4002AA INDICATOR REPORT - SUBTASK 5.2.1 1 EA

FIXED QUANTITY- ONE ANNUAL REPORT

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4002AB USER ACCEPTANCE TESTING (UAT) SCRIPTS- MAJOR 4 EA

SYSTEM RELEASES - SUBTASK 5.2.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4002AC USER ACCEPTANCE TESTING (UAT) SCRIPTS - EMERGENCY 1 EA

RELEASES (IF APPLICABLE) - SUBTASK 5.2.2

MINIMUM QUANTITY: 0

Continued ...

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REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

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MAXIMUM QUANTITY: 1

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4002AD MASTER ENHANCEMENT LIST - SUBTASK 5.2.2 4 EA

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4003AA QUALITY ASSURANCE FINDINGS / ISSUES / 12 MO

RECOMMENDATIONS REPORT - SUBTASK 5.3.1

FIXED QUANTITY - MONTHLY REPORT

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4003AB NASS AND PIH-REAC QUALITY ASSURANCE PLAN UPDATE - 4 EA

SUBTASK 5.3.2

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4004AA ANNUAL REPORT - SUBTASK 5.4.2 1 YR

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4004AB AD-HOC REPORTS (SMALL) - SUBTASK 5.4.1 20 EA

MINIMUM QUANTITY: 6

MAXIMUM QUANTITY: 20

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4004AC AD-HOC REPORTS (MEDIUM) - SUBTASK 5.4.1 10 EA

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 10

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4004AD AD-HOC REPORTS (LARGE) - SUBTASK 5.4.1 10 EA

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 10

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4005AA NASS MICRO-STRATEGY UPDATES AND ENHANCEMENTS - 8 EA

SUBTASK 5.5.1

MINIMUM QUANTITY: 4

MAXIMUM QUANTITY: 8

Continued ...

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REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WP-14-R-0002

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4005AB DATA COLLECTION / ANALYTICAL TOOL (SMALL) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4005AC DATA COLLECTION / ANALYTICAL TOOL (MEDIUM) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4005AD DATA COLLECTION / ANALYTICAL TOOL (LARGE) - 4 EA

SUBTASK 5.5.2

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 4

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4006AA PHAS SCORE REPORT AND EXCEPTION REPORT - SUBTASK 24 EA

5.6.2

FIXED QUANTITY- TWO PER MONTH

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4006AB STANDARD OPERATING PROCEDURES, TECHNICAL 4 EA

DOCUMENTATION, QUALITY ASSURANCE AND CONTROL, AND

PHAS SCORE DATABASE USERS GUIDE - SUBTASK 5.6.1

FIXED QUANTITY- QUARTERLY REPORT

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4007AA STATISTICAL ANALYSIS REPORT (SMALL) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4007AB STATISTICAL ANALYSIS REPORT (MEDIUM) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

Continued ...

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REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WP-14-R-0002

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4007AC STATISTICAL ANALYSIS REPORT (LARGE) - SUBTASK 5 EA

5.7.1

MINIMUM QUANTITY: 2

MAXIMUM QUANTITY: 5

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

4008 TRANSITION-OUT PLAN - SUBTASK 1.7.2 1 EA

FIXED QUANTITY- ONE TIME SUBMITTAL

(Option Line Item)

Period of Performance: 05/12/2018 to 05/11/2019

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TABLE OF CONTENTS

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT……………………………………………………………..20

CONTINUATION OF SF1449……………………………………………………………………………………………...40

CONTRACT CLAUSES…………………………………………………………………………………………………….40

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)………………………………………..40

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR

EXECUTIVE ORDERS-COMMERCIAL ITEMS (NOV 2013)………………………………...……...40

52.216-19 ORDER LIMITATIONS (OCT 1995)……………………………………………………………………46

52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)……………………………………………………….47

52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)……………………………..47

52.219-18 NOTIFICATION OF COMPETITION LIMITED TO ELIGIBLE 8(A) CONCERNS (JUN 2003)……47 2452.203-70 PROHIBITION AGAINST THE USE OF FEDERAL EMPLOYEES (FEB 2006)……………………48

2452.204-70 PRESERVATION OF, AND ACCESS TO, CONTRACT RECORDS (TANGIBLE AND

ELECTRONICALLY STORED INFORMATION (EIS) FORMATS (DEC 2012)…………………….48

2452.209-70 POTENTIAL ORGANIZATIONAL CONFLICTS OF INTEREST (FEB 2000)……………………….49

2452.209-72 ORGANIZATIONAL CONFLICTS OF INTEREST (APR 1984)……………………………………..50

2452.216-76 MINIMUM AND MAXIMUM QUANTITIES AND AMOUNTS FOR ORDER (DEC 2012)…………51

2452.216-78 ORDERING PROCEDURES (FEB 2006)…………………..………………………………………….51

2452.219-71 NOTIFICATION OF COMPETITION LIMITED TO ELIGIBLE 8(A) CONCERNS - ALTERNATE III

TO FAR 52.219-18 (DEC 2012)…………………………………………………………………………51

2452.219-72 SECTION 8(A) DIRECT AWARDS DEVIATION (DEC 2012)………………………………………..51

2452.232-70 PAYMENT SCHEDULE AND INVOICE SUBMISSION (FIXED-PRICE)(FEB 2008)……………..52

2452.237-70 KEY PERSONNEL (FEB 2006)…………………………………………………………………………53

2452.237-73 CONDUCT OF WORK AND TECHNICAL GUIDANCE (DEC 2012)………………………………..54

2452.237-75 ACCESS TO HUD FACILITIES (DEC 2012)…………………………………………………………..55

2452.232-77 TEMPORARY CLOSURE OF HUD FACILITIES (DEC 2012)……………………………………...56

2452.239-70 ACCESS TO HUD SYSTEMS (DEC 2012)……………………………………………………………58

2452.239-71 INFORMATION TECHNOLOGY VIRUS SECURITY (FEB 2006)…………………………………..62

2452.246-70 INSPECTION AND ACCEPTANCE (FEB 2006)……………………………………………………...62

SPECIAL CONTRACT REQUIREMENTS

SOLICITATION PROVISIONS…………………………………………………………………………………………….66

52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)………………..66

52.212-2 EVALUATION – COMMERCIAL ITEMS (JAN 1999)…………………………………………………66

SOURCE SELECTION PROCEDURES……………………………………………

52.216-1 TYPE OF CONTRACT (APR 1984)…………………………………………………………………

52.233-2 SERVICE OF PROTEST (SEP 2006)………………………………………………………………...68

2452.233-70 REVIEW OF CONTRACTING OFFICER PROTEST DECISIONS (FEB 2006)….………………..68

LIST OF ATTACHMENTS………………………………………………………………………………68

PART I - THE SCHEDULE

PERFORMANCE WORK STATEMENT

C-1 GENERAL INFORMATION

1.1 General:

The U.S. Department of Housing and Urban Development (HUD) Office of Public and Indian Housing-Real Estate Assessment Center (PIH-REAC) has been charged with the responsibility for capturing, reviewing and evaluating performance and compliance data from the portfolio of housing authority properties and program participants for which HUD has a financial interest and statutory obligation to monitor. Additionally, HUD and Congress have mandated that Public Housing Agencies (PHAs) be evaluated, scored, and rated using the indicators defined in the Public Housing Assessment System (PHAS). Consequently, the iNtegrated Assessment Subsystem (NASS) has been tasked with issuing of PHAS scores to PHAs. PIH-REAC requires advisory and assistance services to perform research analysis, and testing of various approaches to be used for assessing PHA performance. To this end, the NASS system has been developed and is in need of continued development and updating of its automated system, tools, business intelligence reports and dashboards to assist Field Offices in managing and monitoring PHAs’ performance.

1.2 Background:

The NASS is the PIH-REAC assessment reporting system for PHAs. The NASS is responsible for the compilation, review, and production of the composite PHAS score to PHAs. To accomplish this objective, NASS applies rigid quality standards to ensure PHAS scores accurately reflect the performance of a PHA. NASS disseminates the information, designates PHAs as troubled and remands them to the appropriate Field Office, manages and facilitates PHA appeals and waiver process, and assists PIH-REAC management in addressing stakeholders concerns, training needs, and/or special projects. NASS is charged with conducting various outreach activities by providing guidance on PHAS data submissions, system training, appeals, and waiver assistance.

Furthermore, NASS communicates assessment reports to those in HUD charged with regulating and/or monitoring the HUD housing stock. NASS links financial, management, physical and capital fund assessment results in the production of the PHAS score. The PHAS score is viewed as a comprehensive oversight tool that effectively and fairly provides performance measures based on standards that are objective and uniform. Specifically, NASS functions include:

Gathering PHAS indicator assessment results Creating PHAS scores Analyzing assessment data (Analyses performed by NASS include risk analysis, prescriptive advice, peer comparison, fraud analysis, and trend analysis).

Reporting results to HUD and PIH-REAC business partners

The PHAS indicator assessments provide input for subsequent analysis that includes:

Risk analysis Financial prescriptive advice Physical systemic deficiencies Overall strengths and weaknesses Peer comparison Fraud analysis and trend analysis

1.3 Objectives:

The objective of this requirement is to obtain advisory and technical assistance and services to initiate, research, analyze, establish, update, enhance and support PIH-REAC’s NASS Business. The Contractor shall provide the U.S. Department of Housing and Urban Development (HUD) the necessary advisory and assistance services for the purpose of performing research, analysis, testing of various approaches for assessing PHA performance and to provide requirement analysis, design input, and testing in support of the development, implementation and maintenance of the iNtegrated Assessment Subsystem (NASS).

1.4 Description of Services:

HUD seeks the services of a Contractor to perform the following services:

Maintain and update the Business Requirements Document Provide risk analysis and data quality analysis support for the NASS System such as performing quality analysis of PHAS scores to ensure their accuracy prior to their release Provide update to the NASS Quality Assurance Plan and the PIH-REAC Quality Assurance Plan Perform research, analysis and testing of various approaches to be used for recommending improvement of PHA’s PHAS scores Perform data quality analysis in order to validate PHAS scores, and deliver a PHAS Scores and

Exception Report of the validated scores Update PHAS Score Database Users Guide, Technical Documentation document, Quality

Assurance and Control document Perform requirements analysis Develop, maintain and update the NASS data collection/analytical tools pursuant to changes in

PHAS regulations Support the continued development, operation and/or enhancement of NASS system and operating processes Prepare business intelligence reports and associated dashboards modules Support internal and external outreach Prepare management reports Provide statistical analysis support

1.5 General Information

1.5.1 Period of Performance: The Period of Performance shall be for one Base Period of 12 months and four 12-month Option Periods.

1.5.2 Place of Performance: The services to be performed shall be performed at the Government Facility located at the Potomac Center, 550 12 th Street, SW, Washington, D.C.

1.5.3 Hours of Operation: The Contractor is responsible for providing services between the core hours of 8:00 AM to 5:00 PM EST Monday thru Friday except Federal holiday 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 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 these daily hours is prohibited without Contracting Officer approval. Government agencies will not be available during scheduled holidays, inclement weather, weekends, after duty hours.

The Contractor must, at all times, maintain an adequate workforce for the uninterrupted performance of all tasks defined within the Contract when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce is essential.

1.5.4 Special Qualifications: The Contractor is responsible for ensuring all Contractor employees have the necessary qualifications to perform the services set forth in this PWS. Contractor employees must possess extensive experience in performing advanced statistical analysis and in implementing quality assurance protocols.

With respect to business intelligence, an integral part of this requirement, the Contractor staff must possess extensive experience in commonly known business intelligence project architecture and report development with knowledge in database design, business intelligence reporting application, testing and generating reports.

1.5.5 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 five (5) business days after Contract award. The Contracting Officer will notify the Contractor of the specific date, location and agenda within three (3) business days after Contract award.

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

1.6 Contractor Travel: Contractor may be required to perform periodic local travel. HUD will not reimburse Contractor’s local travel. Local travel is defined as travel within 50 miles of Washington, DC, Maryland and Virginia.

1.7 Transition Period. The Contractor recognizes that the services under this PWS are vital to the Government and must be continued without interruption and that upon contract expiration, a successor, either the Government or another Contractor may continue them. In order to ensure a smooth transition of services at the beginning and end of contract performance, the Contractor shall provide a Transition-In and a Transition-Out Plan.

The Transition-In Plan shall be provided within thirty (30) business days after contract award. The Transition-Out Plan shall be provided 120 days after contract award.

The Contractor shall, upon the CO’s written notice, furnish Transition-In and/or Transition-Out services as required.

The Contractor shall provide sufficient experienced personnel during the Transition period to ensure that the services called for by this PWS are maintained at the required level of proficiency. The Contractor shall participate in transition meetings with the Government as required.

1.7.1 Transition-In (if applicable). The Contractor shall, upon the CO’s written notice, furnish Transition-In services as required. As a successor, the Contractor shall have sufficient personnel on board, at no additional cost to the Government, during the sixty (60) day Transition-In period to ensure a smooth transition with the incumbent Contractor or the government. The Contractor shall provide an orderly transition of work acceptance and accomplishment such that any impact to a program is minimized. During the Transition-In period, the Contractor shall become familiar with the requirements in order to commence full performance of services by the end of the contract Transition-In period. Transition-In is not required if the successor Contractor is the incumbent Contractor.

1.7.2 Transition-Out (if applicable). To minimize any decrease in productivity and to prevent possible negative impacts on additional services, the Contractor shall have sufficient personnel on board, at no additional cost to the Government, during the sixty (60) day Transition-Out period. The incumbent Contractor shall ensure a smooth transition with the successor Contractor or the government during the Transition-Out period, prior to completion of contractual performance. The incumbent Contractor shall aid the successor in the development of plans, procedures and methods for the assumption of all on going work. The Contractor shall provide an orderly transition of work acceptance and accomplishment, such that full control by the successor contractor or the government is achieved by the end of the new contract Transition-In period.

C-2 DEFINITIONS, ACRONYMS, APPLICABLE DOCUMENTS/PUBLICATIONS

2.1 DEFINITIONS

Business Intelligence A tool such as micro-strategy, used to generate reports.

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. Note: If a deliverable is due on a weekend or a federally recognized holiday, the deliverable shall be considered due the next business day.

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 into, administer, and/or terminate contracts and make related determinations and findings on behalf of the Government. Note: the only individual who can legally bind the Government.

Data Warehouse Information system storing HUD programs and operational data.

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

Development Coordination Group The Development Coordination Group (DCG) of the Real Estate Assessment Center provides support to the REAC system development teams in the development, testing, production, environments, and system release management.

Form 5834 Tool A tool that will be used to evaluate a PHA’s performance at the project level. It will be used by HUD’s Field Office personnel to perform the management operations review of PHAs.

Government Furnished Property (GFP) Government-furnished property” means property in the possession of, or directly acquired by, the Government and subsequently furnished to the Contractor for performance of a contract.

Government-furnished property includes, but is not limited to, spares and property furnished for repair, maintenance, overhaul, or modification. Government-furnished property also includes contractor-acquired property if the contractor-acquired property is a deliverable under a cost contract when accepted by the Government for continued use under the contract.

Government Technical Monitor (GTM) An employee of the U.S. Government appointed by the Contracting Officer to assist in providing technical direction and monitoring performance under the contract.

Government Technical Representative (GTR) An employee of the U.S. Government appointed by the Contracting Officer to perform contract administration activities in regard to technical issues. This individual has authority to provide technical direction to the Contractor as long as direction is within the scope of the contract, does not constitute a change and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

Inherently Governmental Functions Activities that require either the exercise of discretion in applying Government authority, or the making of value judgments in making decision for the Government.

Key Personnel Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel clause. When key personnel are used as an evaluation factor in best value procurement, offerors can be rejected if they do not have firm commitments from the persons that are listed in the proposal.

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

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

Quality Assurance (QA) Quality Assurance is the process that the Government will utilize, in accordance with its Quality Assurance Surveillance Plan, to evaluate contractor’s performance in meeting minimum acceptable quality standards for all deliverables and services.

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.

Quarter A quarter will be defined as the first of January through the end of March, first of April through the end of June, first of July through the end of September, and first of October through the end of December.

Secure System Platform for HUD-PIH and MFH web-based systems.

Work Day The number of hours per day the Contractor provides services in accordance with the contract.

Work Week Monday through Friday, unless specified otherwise.

2.2 ACRONYMS

ACRONYM DEFINITION

BRD Business Requirements Document

CFP Capital Fund Program`

CFR Code of Federal Regulations

CPARS Contractor Performance Assessment Reporting System

CO Contracting Officer

COB Close of Business

CPO Office of the Chief Procurement Officer of HUD

DCG Development Coordination Group

EST Eastern Standard Time (U.S.)

FASS Financial Assessment Subsystem

FASS-PH Financial Accounting Subsystem Public Housing

FASS-PHA Financial Assessment Subsystem for Public Housing Authorities

FDS Financial Data Schedule

FYE Fiscal Year End

GFP Government Furnished Property

GTM Government Technical Monitor

GTR Government Technical Representative

HCVP Housing Choice Vouchers Program

HUD U.S. Department of Housing and Urban Development

HUDAR HUD Acquisition Regulation

IT Information Technology

MAL Master Assessment List

MFH Multi-Family Housing

MASS Management Assessment Subsystem

NASS iNtegrated Assessment System

NGMS Next Generation Management System

NLT Not Later Than, or No Later Than

OCPO Office of the Chief Procurement Officer

OMB Office of Management and Budget

PASS Physical Assessment Subsystem

ACRONYM DEFINITION

PCNE Physical Condition Neighborhood Environment

PHA Public Housing Authority

PIV Personal Identity Verification

PIC Office of Public and Indian Housing Information Center

PIH-REAC Office of Public and Indian Housing-Real Estate Assessment Center

PIR1, PIR2 PHAS Interim Rule 1, PHAS Interim Rule 2

PL Public Law

PM Project Manager

POC Point of Contact

POP Period of Performance

PRS Performance Requirement Summary

PWS Performance Work Statement

QA Quality Assurance

QASP Quality Assurance Surveillance Plan

QCP Quality Control Plan

REAC Real Estate Assessment Center

SDM System Development Methodology

TBD To be determined

UAT User Acceptance Testing

UFRS Uniform Financial Reporting Standards

UPCS Uniform Physical Condition Standards

U.S.C. United States Code

2.3 APPLICABLE REGULATIONS/MANUALS/DOCUMENTS/PUBLICATIONS

The Contractor shall abide by all applicable regulations, publications, manuals and policies and procedures in the performance of the services set forth in this PWS. Applicable REAC regulations/notices pertaining to PHAS and PHAS related- scoring notices may be found at the following website:

http://portal.hud.gov/hudportal/HUD?src=/program_offices/public_indian_housing/reac

C-3 GOVERNMENT FURNISHED PROPERTY AND SERVICES

The Contractor shall ensure accurate control and accountability of all Government Furnished Property (GFP) in accordance with terms and conditions of this contract. The Government will furnish, at no cost to the Contractor, the GFP shown below, not later than 5 days after the effective date of the contract.

3.1 Government Services: The Government will provide the Contractor access to the NASS Subsystem, Business Intelligence such as Micro-Strategy and Data Warehouse.

3.2 Facilities: The Government will provide office space for a maximum of seven Contractor staff at 550 12 th

Street, S.W. Suite 100, Washington, DC.

3.3 Equipment: The Government may provide computers for each Contractor staff position identified. Each computer will have the basic necessary software required to perform the duties ascribed to the requirement. Each office provided by the Government may have a phone, desk and chair. Each computer that must be linked to local servers and/or the internet will be so linked. Additional furniture may be provided upon determination of need by the Government. The Government will provide Software that comprises the standard suite of applications that are included in HUDware. The Government will provide all applicable drivers and applications for the Contractor’s use (without cost to the Contractor) to allow the contractor to provide the required services. The Contractor will have access to scanners, fax machines, telephones and printers.

3.4 Quality Assurance (QA): The Government shall evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). 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.

C- 4 CONTRACTOR FURNISHED ITEMS AND SERVICES

The Contractor shall furnish all the necessary qualified personnel, materials and services, equipment and supplies required to perform the work under this contract that are not listed under Government Furnished Property and Services.