Solicitation Wisconsin CA DU208WR-12-R-0008.pdf

Closing Agent Services for the State of Wisconsin Solicitation #DU208WR-12-R-0008

Final Draft 06012012 DR Page 1

1. Description

The Contractor shall provide real estate property sales closing services for single family properties owned by the U.S.

Department of Housing and Urban Development (HUD) located within the State of Wisconsin for the Denver

Homeownership Center (HOC). HUD intends to issue one or more contracts against this solicitation.

1.1 This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Federal

Acquisition Regulation (FAR) Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued.

1.2 DU208WR-12-R-0008 is issued as a request for proposal (RFP). The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-58 (May 18, 2012).

1.3 This is a total small business set-aside. The NAICS code is 541191 and the size standard for a small business concern is $10 million.

1.4 This contract has a base period of one year plus four one-year options. This is a fixed unit price contract with disincentives. The Performance Work Statement (PWS) is at Attachment A.

1.5 HUD reserves the right to unilaterally revise the geographic area in accordance with the Changes Clauses of the contract, if such action is determined to be in the best interest of the government. Only the Contracting Officer has the authority to make a revision to the geographic area.

1.6 HUD may procure the services of additional contractors if such action is determined to be in the best interest of the government.

2. Minimum and Maximum Quantities

2.1. HUDAR 2452.216-76 Minimum and Maximum Quantities and Amounts for Order

(a) The minimum quantity or amount to be ordered under this contract shall not be less than 300 property closings.

(b) The maximum quantity or amount to be ordered under this contract shall not exceed 20,000 property closings.

2.2. HUD is not required to assign properties beyond the contract minimum quantity stated in paragraph 2.1. There are no minimum quantities for the base and individual option periods, only for the life of the contract.

2.3. The quantities stated in paragraph 2.1 above are for property closing services only. There are no minimum or maximum quantities for Recordation or Title Search Services, which are ancillary items.

3. Assignments/Ordering

3.1. The Contractor shall perform all services assigned. HUD’s Asset Manager (AM) contractor(s), on behalf of the

Government Technical Representative (GTR), will assign property closings to the Contractor. Services other than closings will be assigned directly by the GTR or Government Technical Monitor (GTM). In the event that more than one contractor is performing in a geographic area, whether one or more contracts are currently in existence, awarded at the time of initial award of this contract, or awarded subsequently, assignments will be made on an equal basis beginning on the date of award, regardless of unit price, subject to the monthly ordering maximum stated in the contract (see paragraph 6.3 below), except as specified in paragraphs 3.2 and 3.3 below.

3.2. In the event that the GTR or GTM determines that a contractor is unable to meet any specific contract performance requirement, the GTR or GTM, with the approval of the Contracting Officer, may authorize the AM to make assignments unequally for a period of no more than 30 days, by reducing assignments by up to 30% with the balance of the assignments being distributed to the other contractor(s) on an equal basis; subject to the monthly ordering maximum stated in the contract(s). The Contracting Officer may approve the continuation of unequal assignments for an additional 60 days if the problems requiring unequal assignments persist. Additional remedies may be invoked if the

Final Draft 06012012 DR Page 2 problem(s) continue beyond 60 days, ranging from permanently reducing assignments to the contractor and obtaining services of another contractor to initiating termination procedures.

3.3. In the event that an unequal number of assignments is made, other than as a result of a the inability of a contractor to meet performance requirements, the Contracting Officer may authorize the AM to make assignments unequally until such time as the error in the number of assignments has been equalized among the contractors, provided that each contractor continues to receive, subject to the monthly ordering maximum stated in its contract, at least 70% of the number of assignments it would receive were the assignments distributed equally.

4. Price Schedule

4.1. As total compensation for all services performed under this contract, the Contractor shall be paid according to the Contract Line Item Number (CLIN) prices listed below for closings conducted. The unit price per closing specified herein shall be inclusive of all costs, including, but not limited to: the cost of all labor; supervision; fringe benefits, travel, subcontracts, other direct costs, overhead; general and administrative costs; profit/fee; the completion of all documents necessary to close the transaction as well as the cost to complete all financing documents when requested by the buyer or lender to complete the loan portion of the transaction; the cost of phones, postage, postage pre-paid envelopes; shipping (including closed files to storage), storage, delivery costs, courier costs, express mail, faxing, scanning, document reproduction; notary fees, transportation, wire transfer fees, recording fees, annual reconciliation costs, title search costs (see Attachment A); ACA documents (see Attachment A,), any and all licenses, insurance, certificates or permits as stated in Attachment A and all office requirements unless otherwise specifically identified in this contract.

BASE CONTRACT PERIOD

Contract Line

Item Number

(CLIN)

Service

Requirement

Estimated

Quantity Unit Unit Price

Estimated Total

Price for CLIN

CLIN 0001

Base Period – Closing Agent Services –

Wisconsin

CLIN 0001A

Property Closing Services IAW PWS, Attachment A, Paragraph 4,Tasks 1-6

Completed closing

CLIN 0001B

Recordation Services IAW PWS, Attachment A, Paragraph 4, Task 7 25 Each $ $

CLIN 0001C

Title Search Services IAW PWS, Attachment A, Paragraph 4, Task 7 25 Each $ $

ESTIMATED TOTAL PRICE OF THE BASE CONTRACT PERIOD $

FIRST OPTION PERIOD

Item Number

(CLIN)

Service

Requirement

Estimated

Quantity Unit Unit Price

Estimated Total

Price for CLIN

CLIN 1001

Option Period 1 – Closing Agent

Services – Wisconsin

CLIN 1001A

Attachment A, Paragraph 4,Tasks 1-6

Completed closing

CLIN 1001B

Recordation Services IAW PWS, Attachment A, Paragraph 4, Task 7 25 Each $ $

CLIN 1001C

Title Search Services IAW PWS, Attachment A, Paragraph 4, Task 7

ESTIMATED TOTAL PRICE OF THE FIRST OPTION PERIOD $

Final Draft 06012012 DR Page 3

SECOND OPTION PERIOD

Contract Line

Item Number

(CLIN)

Service

Requirement

Estimated

Quantity Unit Unit Price

Estimated Total

Price for CLIN

CLIN 2001

Option Period 2 – Closing Agent

CLIN 2001A

Attachment A, Paragraph 4,Tasks 1-6

Completed closing

CLIN 2001B

Recordation Services IAW PWS, Attachment A, Paragraph 4, Task 7 25 Each $ $

CLIN 2001C

Title Search Services IAW PWS, Attachment A, Paragraph 4, Task 7

ESTIMATED TOTAL PRICE OF THE SECOND OPTION PERIOD $

THIRD OPTION PERIOD

Item Number

(CLIN)

Service

Requirement

Estimated

Quantity Unit Unit Price

Estimated Total

Price for CLIN

CLIN 3001

Option Period 3 – Closing Agent

CLIN 3001A

Attachment A, Paragraph 4,Tasks 1-6

Completed closing

CLIN 3001B

Recordation Services IAW PWS, Attachment A, Paragraph 4, Task 7 25 Each $ $

CLIN 3001C

Title Search Services IAW PWS, Attachment A, Paragraph 4, Task 7

ESTIMATED TOTAL VALUE OF THE THIRD OPTION PERIOD $

FOURTH OPTION PERIOD

Item Number

(CLIN)

Service

Requirement

Estimated

Quantity Unit Unit Price

Estimated Total

Price for CLIN

CLIN 4001

Option Period 4 – Closing Agent

CLIN 4001A

Attachment A, Paragraph 4,Tasks 1-6

Completed closing

CLIN 4001B

Recordation Services IAW PWS, Attachment A, Paragraph 4, Task 7 25 Each $ $

CLIN 4001C

Title Search Services IAW PWS, Attachment A, Paragraph 4, Task 7

ESTIMATED TOTAL VALUE OF THE FOURTH OPTION PERIOD $

ESTIMATED TOTAL VALUE OF ALL CONTRACT PERFORMANCE PERIODS (BASE AND

ALL OPTIONS)

4.2. The unit price paid is determined by the date the closing or other service is assigned to the Contractor. For example, a closing assigned to the Contractor during the base performance period, but closes in the first option period shall be paid at the rate in effect during the base period.

4.3. Except as explicitly allowed by the terms of this contract, the purchaser, lender, and/or seller will not pay any additional costs for closing services to the Contractor.

4.4. The unit prices for the CLINS entitled Recordation Services and Title Search Services specified herein shall be inclusive of all costs specific to those services.

4.5. Disincentives shall be assessed in accordance with Attachment A, paragraph Error! Reference source not found..

Final Draft 06012012 DR Page 4

5. Delivery and Acceptance of Deliverables.

Deliverables shall be delivered to the GTR, GTM, Contracting Officer or designee, and any other specified entity, as detailed in Attachment A, paragraph 5. Email information for government personnel will be provided at the Post Award

Conference and updated as necessary during the contract performance period.

6. The following FAR and HUDAR clauses are hereby incorporated in full text:

6.1. FAR 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders –

Commercial Items (May 2012)

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

(1) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(g)).

___Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)).

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

(3) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Pub. L. 108-77, 108-78).

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

X (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with Alternate I (Oct 1995)

(41 U.S.C. 253g and 10 U.S.C. 2402).

X (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (Pub. L. 110-252, Title VI, Chapter 1

(41 U.S.C. 251 note)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (June 2010)

(Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

X (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Feb 2012) (Pub. L. 109-

282) (31 U.S.C. 6101 note).

__ (5) 52.204-11, American Recovery and Reinvestment Act—Reporting Requirements (Jul 2010) (Pub. L. 111-5).

X (6) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or

Proposed for Debarment. (Dec 2010) (31 U.S.C. 6101 note).

__ (7) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Feb 2012) (41 U.S.C.

2313).

__ (8) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (May 2012) (section 738 of

Division C of Pub. L. 112-74, section 740 of Division C of Pub. L. 111-117, section 743 of Division D of Pub. L. 111-8, and section 745 of Division D of Pub. L. 110-161).

__ (9) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Nov 2011) (15 U.S.C. 657a).

__ (10) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (JAN 2011) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

__ (11) [Reserved]

X (12)(i) 52.219-6, Notice of Total Small Business Set-Aside (Nov 2011) (15 U.S.C. 644).

__ (ii) Alternate I (Nov 2011).

__ (iii) Alternate II (Nov 2011).

__ (13)(i) 52.219-7, Notice of Partial Small Business Set-Aside (June 2003) (15 U.S.C. 644).

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

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

X (14) 52.219-8, Utilization of Small Business Concerns (Jan 2011) (15 U.S.C. 637(d)(2) and (3)).

__ (15)(i) 52.219-9, Small Business Subcontracting Plan (Jan 2011) (15 U.S.C. 637(d)(4)).

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

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

__ (iv) Alternate III (Jul 2010) of 52.219-9.

__ (16) 52.219-13, Notice of Set-Aside of Orders (Nov 2011)(15 U.S.C. 644(r)).

X (17) 52.219-14, Limitations on Subcontracting (Nov 2011) (15 U.S.C. 637(a)(14)).

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Final Draft 06012012 DR Page 5

__ (18) 52.219-16, Liquidated Damages—Subcontracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).

__ (19)(i) 52.219-23, Notice of Price Evaluation Adjustment for Small Disadvantaged Business Concerns (OCT 2008)

(10 U.S.C. 2323) (if the offeror elects to waive the adjustment, it shall so indicate in its offer).

__ (ii) Alternate I (June 2003) of 52.219-23.

__ (20) 52.219-25, Small Disadvantaged Business Participation Program—Disadvantaged Status and Reporting

(Dec 2010) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323).

__ (21) 52.219-26, Small Disadvantaged Business Participation Program— Incentive Subcontracting (Oct 2000)

(Pub. L. 103-355, section 7102, and 10 U.S.C. 2323).

__ (22) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Nov 2011) (15 U.S.C. 657 f).

X (23) 52.219-28, Post Award Small Business Program Rerepresentation (Apr 2012) (15 U.S.C. 632(a)(2)).

__ (24) 52.219-29, Notice of Set-Aside for Economically Disadvantaged Women-Owned Small Business (EDWOSB)

Concerns (Apr 2012) (15 U.S.C. 637(m)).

__ (25) 52.219-30, Notice of Set-Aside for Women-Owned Small Business (WOSB) Concerns Eligible Under the

WOSB Program (Apr 2012) (15 U.S.C. 637(m)).

X (26) 52.222-3, Convict Labor (June 2003) (E.O. 11755).

__ (27) 52.222-19, Child Labor—Cooperation with Authorities and Remedies (Mar 2012) (E.O. 13126).

X (28) 52.222-21, Prohibition of Segregated Facilities (Feb 1999).

X (29) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246).

X (30) 52.222-35, Equal Opportunity for Veterans (Sep 2010)(38 U.S.C. 4212).

X (31) 52.222-36, Affirmative Action for Workers with Disabilities (Oct 2010) (29 U.S.C. 793).

X (32) 52.222-37, Employment Reports on Veterans (SEP 2010) (38 U.S.C. 4212).

X (33) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496).

X (34) 52.222-54, Employment Eligibility Verification (JAN 2009). (Executive Order 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in

22.1803.)

__ (35)(i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA–Designated Items (May 2008)

(42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

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

__ (36) 52.223-15, Energy Efficiency in Energy-Consuming Products (DEC 2007) (42 U.S.C. 8259b).

__ (37)(i) 52.223-16, IEEE 1680 Standard for the Environmental Assessment of Personal Computer Products

(DEC 2007) (E.O. 13423).

__ (ii) Alternate I (DEC 2007) of 52.223-16.

X (38) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving (AUG 2011) (E.O. 13513).

__ (39) 52.225-1, Buy American Act—Supplies (Feb 2009) (41 U.S.C. 10a-10d).

X (40)(i) 52.225-3, Buy American Act—Free Trade Agreements—Israeli Trade Act (May 2012) (41 U.S.C. chapter

83, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C. 4001 note, Pub. L. 103-182, 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, and 112-42).

__ (ii) Alternate I (Mar 2012) of 52.225-3.

__ (iii) Alternate II (Mar 2012) of 52.225-3.

__ (iv) Alternate III (Mar 2012) of 52.225-3.

__ (41) 52.225-5, Trade Agreements (MAY 2012) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

X (42) 52.225-13, Restrictions on Certain Foreign Purchases (June 2008) (E.O.’s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).

__ (43) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150).

__ (44) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov 2007) (42 U.S.C. 5150).

__ (45) 52.232-29, Terms for Financing of Purchases of Commercial Items (Feb 2002) (41 U.S.C. 255(f), 10 U.S.C. 2307(f)).

__ (46) 52.232-30, Installment Payments for Commercial Items (Oct 1995) (41 U.S.C. 255(f), 10 U.S.C. 2307(f)).

X (47) 52.232-33, Payment by Electronic Funds Transfer—Central Contractor Registration (Oct 2003)

(31 U.S.C. 3332).

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__ (48) 52.232-34, Payment by Electronic Funds Transfer—Other than Central Contractor Registration (May 1999)

(31 U.S.C. 3332).

__ (49) 52.232-36, Payment by Third Party (Feb 2010) (31 U.S.C. 3332).

X (50) 52.239-1, Privacy or Security Safeguards (Aug 1996) (5 U.S.C. 552a).

__ (51)(i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006)

(46 U.S.C. Appx. 1241(b) and 10 U.S.C. 2631).

__ (ii) Alternate I (Apr 2003) of 52.247-64.

(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that the

Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or

Executive orders applicable to acquisitions of commercial items:

X (1) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.).

X (2) 52.222-42, Statement of Equivalent Rates for Federal Hires (May 1989) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.).

X (3) 52.222-43, Fair Labor Standards Act and Service Contract Act—Price Adjustment (Multiple Year and Option

Contracts) (Sep 2009) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.).

__ (4) 52.222-44, Fair Labor Standards Act and Service Contract Act—Price Adjustment (Sep 2009) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.).

__ (5) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, or Repair of Certain Equipment—Requirements (Nov 2007) (41 351, et seq.).

__ (6) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services—

Requirements (Feb 2009) (41 U.S.C. 351, et seq.).

__ (7) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (Mar 2009) (Pub. L. 110-247).

__ (8) 52.237-11, Accepting and Dispensing of $1 Coin (Sept 2008) (31 U.S.C. 5112(p)(1)).

(d) Comptroller General Examination of Record. The Contractor shall comply with the provisions of this paragraph (d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, and does not contain the clause at 52.215-2, Audit and Records—Negotiation.

(1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall have access to and right to examine any of the Contractor’s directly pertinent records involving transactions related to this contract.

(2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If this contract is completely or partially terminated, the records relating to the work terminated shall be made available for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until such appeals, litigation, or claims are finally resolved.

(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that the

Contractor does not maintain in the ordinary course of business or pursuant to a provision of law.

(e)(1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c), and (d) of this clause, the Contractor is not required to flow down any FAR clause, other than those in this paragraph (e)(1) in a subcontract for commercial items.

Unless otherwise indicated below, the extent of the flow down shall be as required by the clause—

(i) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (Pub. L. 110-252, Title VI, Chapter 1

(41 U.S.C. 251 note)).

(ii) 52.219-8, Utilization of Small Business Concerns (Dec 2010) (15 U.S.C. 637(d)(2) and (3)), in all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds

$650,000 ($1.5 million for construction of any public facility), the subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities.

(iii) [Reserved]

(iv) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246).

(v) 52.222-35, Equal Opportunity for Veterans (Sep 2010) (38 U.S.C. 4212).

(vi) 52.222-36, Affirmative Action for Workers with Disabilities (Oct 2010) (29 U.S.C. 793).

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

Flow down required in accordance with paragraph (f) of FAR clause 52.222-40.

(viii) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.).

(ix) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(g)).

___Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(x) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, or Repair of Certain Equipment-Requirements (Nov 2007) (41 U.S.C. 351, et seq.).

(xi) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services-

Requirements (Feb 2009) (41 U.S.C. 351, et seq.).

(xii) 52.222-54, Employment Eligibility Verification (JAN 2009).

(xiii) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (Mar 2009) (Pub. L. 110-247). Flow down required in accordance with paragraph (e) of FAR clause 52.226-6.

(xiv) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006) (46 U.S.C.

Appx. 1241(b) and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64.

(2) While not required, the Contractor may include in its subcontracts for commercial items a minimal number of additional clauses necessary to satisfy its contractual obligations.

6.2. FAR 52.216-18 Ordering (OCT 1995)

(a) Any supplies and services to be furnished under this contract shall be ordered by issuance of delivery orders or task orders by the individuals or activities designated in the Schedule. Such orders may be issued from commencement of contractor performance through contract expiration.

(b) All delivery orders or task orders are subject to the terms and conditions of this contract. In the event of conflict between a delivery order or task order and this contract, the contract shall control. If mailed, a delivery order or task order is considered ―issued‖ when the Government deposits the order in the mail. Orders may be issued orally, by facsimile, or by electronic commerce methods only if authorized in the Schedule.

6.3. FAR 52.216-19 Order Limitations (OCT 1995)

(a) Minimum order. When the Government requires supplies or services covered by this contract in an amount of one, the Government is obligated to purchase, and the Contractor is obligated to furnish, those supplies or services under the contract.

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

(1) Any order for a single item in excess of 160 per month;

(2) Any order for a combination of items in excess of 160 per month; or

(3) A series of orders from the same ordering office within 30 days that together call for quantities exceeding the limitation in subparagraph (b)(1) or (2) above of this section. If this is a requirements contract

(i.e., includes the Requirements clause at subsection 52.216-21 of the Federal Acquisition Regulation

(FAR)); the Government is not required to order a part of any one requirement from the Contractor if that requirement exceeds the maximum-order limitations in paragraph (b) above.

(c) If this is a requirements contract [i.e., includes the Requirements clause at subsection 52.216-21 of the

Federal Acquisition Regulation (FAR)], the Government is not required to order a part of any one requirement from the Contractor if that requirement exceeds the maximum-order limitations in paragraph (b) of this section.

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

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6.4. FAR 52.216-22 Indefinite Quantity (OCT 1995)

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

(d) Delivery or performance shall be made only as authorized by orders issued in accordance with the

Ordering clause. The Contractor shall furnish to the Government, when and if ordered, the supplies or services specified in the Schedule up to and including the quantity designated in the Schedule as the ―maximum.‖ The

Government shall order at least the quantity of supplies or services designated in the Schedule as the

―minimum.‖

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

(f) Any order issued during the effective period of this contract and not completed within that period shall be completed by the Contractor within the time specified in the order. The contract shall govern the Contractor’s and Government’s rights and obligations with respect to that order to the same extent as if the order were completed during the contract’s effective period; provided, that the Contractor shall not be required to make any deliveries under this contract after the 60th day following contract expiration.

6.5. FAR 52.217-8 Option to Extend Services (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 10 days of the end of period of performance.

6.6. FAR 52.217-9 Option to Extend The Term of the Contract (MAR 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor not later than

30 days before the contract expires; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days before the contract expires. The preliminary notice does not commit the Government to an extension.

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

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 60 months.

6.7. HUDAR 2452.209-70 Potential Organizational Conflicts of Interest (FEB 2000)

(a) The Contracting Officer has determined that the proposed contract contains a potential organizational conflict of interest. Offerors are directed to FAR subpart 9.5 for detailed information concerning organizational conflicts of interest.

(b) The nature of the potential conflict of interest is the Contractor having performed or being involved in:

(1) The legal work for the foreclosure action which resulted in the acquisition of the title to the property by HUD;

(2) Any duties under the Asset Management for the property; or,

(3) Previous closing services on the property

In any such situation, the Contractor shall be precluded from performing closing agent services for the property. However, the Contractor shall remain responsible for having such work performed. The

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Contractor shall notify the Contracting Officer or Contract Specialist and Government Technical

Representative (GTR) not later than one day after discovery of the conflict.

(c) Offerors shall provide a statement which describes concisely all relevant facts concerning any past, present or planned interest (financial, contractual, organizational, or otherwise) relating to the work to be performed under the proposed contract and bearing on whether the Offeror has a possible organizational conflict of interest with respect to:

(1) Being able to render impartial, technically sound, and objective assistance or advice, or

(2) Being given an unfair competitive advantage. The Offeror may also provide relevant facts that show how its organizational structure and/or management systems limit its knowledge of possible organizational conflicts of interest relating to other divisions or sections of the organization and how the structure or system would avoid or mitigate such organizational conflict.

(d) No award shall be made until any potential conflict of interest has been neutralized or mitigated to the satisfaction of the Contracting Officer.

(e) Refusal to provide the requested information or the willful misrepresentation of any relevant information by an Offeror shall disqualify the Offeror from further consideration for award of a contract under this solicitation.

(f) If the Contracting Officer determines that a potential conflict can be avoided, effectively mitigated, or otherwise resolved through the inclusion of a special contract clause, the terms of the clause will be subject to negotiation.

6.8. HUDAR 2452.211-70 Effective Date and Contract Period (FEB 2006)

(a) This contract shall be effective (to be completed at time of award) or the date of award, whichever is later,

(b) The Contractor shall complete all work including all deliveries by TBD, unless the contract is extended pursuant to either of the option clauses included at paragraphs 6.5 & 6.6 of the contract.

(c) Delivery dates for specific services and deliverables shall be as set forth in the contract.

(d) Alternate I (FEB 2006). In accordance with the clause at 52.217-9, ―Option to Extend the Term of the Contract,‖ the contract may be extended for the following periods:

(Below dates are approximate – actual dates will be completed at time of award)

Option Number Date

1 09/01/2013 -08/31/2014

2 09/01/2014 -08/31/2015

3 09/01/2015 -08/31/2016

4 09/01/2016 -08/31/2017

6.9. HUDAR 2452.216-78 Ordering Procedures Alternate I (FEB 2006)

(a) Orders issued under this contract may be placed in writing or through electronic commerce.

(b) In addition to the Contracting Officer, the following individuals are authorized to issue orders under this contract:

To be determined at time of award.

NOTE: Orders shall be considered to be ―issued‖ upon assignment by FHA case ID number to the closing agent

Contractor using HUD’s current issuing database (currently P260 software application).

Final Draft 06012012 DR Page 10

6.10. HUDAR 2452.222-70 Accessibility of Meetings, Conferences, and Seminars to Persons with Disabilities

(FEB 2006)

The Contractor shall assure that any meeting, conference, or seminar held pursuant to the contract meets all applicable standards for accessibility to persons with disabilities pursuant to Section 504 of the Rehabilitation

Act of 1973, as amended (29 U.S.C. 794), and any implementing regulations of the Department. The Contractor shall be responsible for ascertaining the specific accessibility needs (e.g., sign language interpreters) for each meeting, conference, or seminar in light of the known or anticipated attendees.

6.11. HUDAR 2452.232-70, Payment Schedule And Invoice Submission (Fixed Price) (FEB 2006)

(DEVIATION)

(a) Payment Schedule. Payment of the contract price (see paragraph 4.1 of the contract) will be made upon completion and acceptance of all work unless a partial payment schedule is included below.

(b) Submission of Invoices

(1) Invoices shall be submitted as follows: original to the payment office identified on the award document (e.g., in Block 12 on the SF 26 or Block 25 on the SF 33, or elsewhere in the contract) with a copy to the Government Technical Representative (GTR) and a copy to the Contracting Officer. The final invoice shall not be paid prior to certification by the Contracting Officer that all work has been completed and accepted. To constitute a proper invoice, the invoice must include all items required by FAR clause

52.232 25, Prompt Payment.

(2) To assist the government in making timely payments, the Contractor shall include on each invoice the appropriation number shown on the contract award document. The Contractor shall clearly indicate on the mailing envelope that an invoice is enclosed.

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

(1) Submission of Invoices. The final invoice shall not be paid prior to certification by the CO that all work has been completed and accepted.

(2) To assist the government in making timely payments, the Contractor shall include on each invoice and SAM-1106 voucher the Contract Line Item Number (CLIN).

(3) Contractor Remittance Information.

The Contractor shall deliver to the GTR or GTM all information required by: 1) the above clause; 2) any other reference payment clause; 3) HUD’s Financial Control Directives (Financial Controls Manual), or

4) any other future financial control procedures. ** See Addition Instructions for Submission of Invoices below.**

Following the procedures found in FAR Clause 52.212-4 and HUDAR 2452.232-70, the Contractor shall submit monthly invoices for closings that occurred but did…