DU208WR-15-R-0001.pdf

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Multifamily Property Management and Tenant Relocation
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DU208WR-15-R-0001
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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

NFWR

1670 BROADWAY 23RD FLOOR

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

CODE 16. ADMINISTERED BYCODE

X

X

531311

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORNFWR

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

10/26/2015 1400 LT

09/25/2015

303-672-5278Christopher Stuart (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

DU208WR-15-R-0001

5. SOLICITATION NUMBER

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

1 132 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

$7.0

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.

Property Management and Tenant Relocation

0001 Property Management Base Period

0001AA Task 1- Region 1 Property Management 5-50 Units 1 MO (Not Separately Priced)

0001AB Task 1- Region 1 Property Management 51-150 Units 1 MO (Not Separately Priced)

Continued ...

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

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

Kevin D. Crook 09/25/2015

. 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.

0001AC Task 1- Region 1 Property Management 151-300 Units 1 MO

(Not Separately Priced)

0001AD Task 1- Region 1 Property Management 301 + Units 1 MO

(Not Separately Priced)

0001AE Task 1- Region 1 Property Management Vacant 1 MO

(Not Separately Priced)

0001AF Task 1- Region 1 Property Management Land 1 MO

(Not Separately Priced)

0001BA Task 1- Region 2 Property Management 5-50 Units 1 MO

(Not Separately Priced)

0001BB Task 1- Region 2 Property Management 51-150 Units 1 MO

(Not Separately Priced)

0001BC Task 1- Region 2 Property Management 151-300 Units 1 MO

(Not Separately Priced)

0001BD Task 1- Region 2 Property Management 301 + Units 1 MO

(Not Separately Priced)

0001BE Task 1- Region 2 Property Management Vacant 1 MO

(Not Separately Priced)

0001BF Task 1- Region 2 Property Management Land 1 MO

(Not Separately Priced)

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

132 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

0001CA Task 1- Region 3 Property Management 5-50 Units 1 MO

(Not Separately Priced)

0001CB Task 1- Region 3 Property Management 51-150 Units 1 MO

(Not Separately Priced)

0001CC Task 1- Region 3 Property Management 151-300 Units 1 MO

(Not Separately Priced)

0001CD Task 1- Region 3 Property Management 301 + Units 1 MO

(Not Separately Priced)

0001CE Task 1- Region 3 Property Management Vacant 1 MO

(Not Separately Priced)

0001CF Task 1- Region 3 Property Management Land 1 MO

(Not Separately Priced)

0001DA Task 1- Region 4 Property Management 5-50 Units 1 MO

(Not Separately Priced)

0001DB Task 1- Region 4 Property Management 51-150 Units 1 MO

(Not Separately Priced)

0001DC Task 1- Region 4 Property Management 151-300 Units 1 MO

(Not Separately Priced)

0001DD Task 1- Region 4 Property Management 301 + Units 1 MO

(Not Separately Priced)

0001DE Task 1- Region 4 Property Management Vacant 1 MO

(Not Separately Priced)

0001DF Task 1- Region 4 Property Management Land 1 MO

(Not Separately Priced)

0001EA Task 1- Region 5 Property Management 5-50 Units 1 MO

(Not Separately Priced)

0001EB Task 1- Region 5 Property Management 51-150 Units 1 MO

(Not Separately Priced)

0001EC Task 1- Region 5 Property Management 151-300 Units 1 MO

(Not Separately Priced)

0001ED Task 1- Region 5 Property Management 301 + Units 1 MO

Continued ...

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

Sponsored by GSA

FAR (48 CFR) 53.110

4 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

(Not Separately Priced)

0001EE Task 1- Region 5 Property Management Vacant 1 MO

(Not Separately Priced)

0001EF Task 1- Region 5 Property Management Land 1 MO

(Not Separately Priced)

0001FA Property Management Incentive Fee Not to Exceed

0001FB Property Management Cost Reimbursable Not to

Exceed

0001FC Property Management Travel Not to Exceed

0002 Tenant Relocation Base Period

0002AA Task 2-Tenant Relocation 1-20 Families 1 EA

(Not Separately Priced)

0002AB Task 2-Tenant Relocation 21-50 Families 1 EA

(Not Separately Priced)

0002AC Task 2-Tenant Relocation 51-100 Families 1 EA

(Not Separately Priced)

0002AD Task 2-Tenant Relocation 100 + Families 1 EA

(Not Separately Priced)

0002BA Tenant Relocation Incentive Fee Not to Exceed

0002BB Tenant Relocation Cost Reimbursable Not to Exceed

0002BC Tenant Relocation Travel Not to Exceed

1001 Property Management Option Period 1

1001AA Task 1- Region 1 Property Management 5-50 Units 1 MO

(Not Separately Priced)

1001AB Task 1- Region 1 Property Management 51-150 Units 1 MO

(Not Separately Priced)

1001AC Task 1- Region 1 Property Management 151-300 Units 1 MO

(Not Separately Priced)

1001AD Task 1- Region 1 Property Management 301 + Units 1 MO

Continued ...

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

5 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

(Not Separately Priced)

1001AE Task 1- Region 1 Property Management Vacant 1 MO

(Not Separately Priced)

1001AF Task 1- Region 1 Property Management Land 1 MO

(Not Separately Priced)

1001BA Task 1- Region 2 Property Management 5-50 Units 1 MO

(Not Separately Priced)

1001BB Task 1- Region 2 Property Management 51-150 Units 1 MO

(Not Separately Priced)

1001BC Task 1- Region 2 Property Management 151-300 Units 1 MO

(Not Separately Priced)

1001BD Task 1- Region 2 Property Management 301 + Units 1 MO

(Not Separately Priced)

1001BE Task 1- Region 2 Property Management Vacant 1 MO

(Not Separately Priced)

1001BF Task 1- Region 2 Property Management Land 1 MO

(Not Separately Priced)

1001CA Task 1- Region 3 Property Management 5-50 Units 1 MO

(Not Separately Priced)

1001CB Task 1- Region 3 Property Management 51-150 Units 1 MO

(Not Separately Priced)

1001CC Task 1- Region 3 Property Management 151-300 Units 1 MO

(Not Separately Priced)

1001CD Task 1- Region 3 Property Management 301 + Units 1 MO

(Not Separately Priced)

1001CE Task 1- Region 3 Property Management Vacant 1 MO

(Not Separately Priced)

1001CF Task 1- Region 3 Property Management Land 1 MO

(Not Separately Priced)

1001DA Task 1- Region 4 Property Management 5-50 Units 1 MO

(Not Separately Priced)

Continued ...

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

6 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

1001DB Task 1- Region 4 Property Management 51-150 Units 1 MO

(Not Separately Priced)

1001DC Task 1- Region 4 Property Management 151-300 Units 1 MO

(Not Separately Priced)

1001DD Task 1- Region 4 Property Management 301 + Units 1 MO

(Not Separately Priced)

1001DE Task 1- Region 4 Property Management Vacant 1 MO

(Not Separately Priced)

1001DF Task 1- Region 4 Property Management Land 1 MO

(Not Separately Priced)

1001EA Task 1- Region 5 Property Management 5-50 Units 1 MO

(Not Separately Priced)

1001EB Task 1- Region 5 Property Management 51-150 Units 1 MO

(Not Separately Priced)

1001EC Task 1- Region 5 Property Management 151-300 Units 1 MO

(Not Separately Priced)

1001ED Task 1- Region 5 Property Management 301 + Units 1 MO

(Not Separately Priced)

1001EE Task 1- Region 5 Property Management Vacant 1 MO

(Not Separately Priced)

1001EF Task 1- Region 5 Property Management Land 1 MO

(Not Separately Priced)

1001FA Property Management Incentive Fee Not to Exceed

1001FB Property Management Cost Reimbursable Not to

Exceed

1001FC Property Management Travel Not to Exceed

1002 Tenant Relocation Option Period 1

1002AA Task 2-Tenant Relocation 1-20 Families 1 EA

(Not Separately Priced)

1002AB Task 2-Tenant Relocation 21-50 Families 1 EA

(Not Separately Priced)

Continued ...

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

7 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

1002AC Task 2-Tenant Relocation 51-100 Families 1 EA

(Not Separately Priced)

1002AD Task 2-Tenant Relocation 100 + Families 1 EA

(Not Separately Priced)

1002BA Tenant Relocation Incentive Fee Not to Exceed

1002BB Tenant Relocation Cost Reimbursable Not to Exceed

1002BC Tenant Relocation Travel Not to Exceed

2001 Property Management Option Period 2

2001AA Task 1- Region 1 Property Management 5-50 Units 1 MO

(Not Separately Priced)

2001AB Task 1- Region 1 Property Management 51-150 Units 1 MO

(Not Separately Priced)

2001AC Task 1- Region 1 Property Management 151-300 Units 1 MO

(Not Separately Priced)

2001AD Task 1- Region 1 Property Management 301 + Units 1 MO

(Not Separately Priced)

2001AE Task 1- Region 1 Property Management Vacant 1 MO

(Not Separately Priced)

2001AF Task 1- Region 1 Property Management Land 1 MO

(Not Separately Priced)

2001BA Task 1- Region 2 Property Management 5-50 Units 1 MO

(Not Separately Priced)

2001BB Task 1- Region 2 Property Management 51-150 Units 1 MO

(Not Separately Priced)

2001BC Task 1- Region 2 Property Management 151-300 Units 1 MO

(Not Separately Priced)

2001BD Task 1- Region 2 Property Management 301 + Units 1 MO

(Not Separately Priced)

2001BE Task 1- Region 2 Property Management Vacant 1 MO

(Not Separately Priced)

Continued ...

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

8 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

2001BF Task 1- Region 2 Property Management Land 1 MO

(Not Separately Priced)

2001CA Task 1- Region 3 Property Management 5-50 Units 1 MO

(Not Separately Priced)

2001CB Task 1- Region 3 Property Management 51-150 Units 1 MO

(Not Separately Priced)

2001CC Task 1- Region 3 Property Management 151-300 Units 1 MO

(Not Separately Priced)

2001CD Task 1- Region 3 Property Management 301 + Units 1 MO

(Not Separately Priced)

2001CE Task 1- Region 3 Property Management Vacant 1 MO

(Not Separately Priced)

2001CF Task 1- Region 3 Property Management Land 1 MO

(Not Separately Priced)

2001DA Task 1- Region 4 Property Management 5-50 Units 1 MO

(Not Separately Priced)

2001DB Task 1- Region 4 Property Management 51-150 Units 1 MO

(Not Separately Priced)

2001DC Task 1- Region 4 Property Management 151-300 Units 1 MO

(Not Separately Priced)

2001DD Task 1- Region 4 Property Management 301 + Units 1 MO

(Not Separately Priced)

2001DE Task 1- Region 4 Property Management Vacant 1 MO

(Not Separately Priced)

2001DF Task 1- Region 4 Property Management Land 1 MO

(Not Separately Priced)

2001EA Task 1- Region 5 Property Management 5-50 Units 1 MO

(Not Separately Priced)

2001EB Task 1- Region 5 Property Management 51-150 Units 1 MO

(Not Separately Priced)

2001EC Task 1- Region 5 Property Management 151-300 Units 1 MO

Continued ...

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

9 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

(Not Separately Priced)

2001ED Task 1- Region 5 Property Management 301 + Units 1 MO

(Not Separately Priced)

2001EE Task 1- Region 5 Property Management Vacant 1 MO

(Not Separately Priced)

2001EF Task 1- Region 5 Property Management Land 1 MO

(Not Separately Priced)

2001FA Property Management Incentive Fee Not to Exceed

2001FB Property Management Cost Reimbursable Not to

Exceed

2001FC Property Management Travel Not to Exceed

2002 Tenant Relocation Option Period 2

2002AA Task 2-Tenant Relocation 1-20 Families 1 EA

(Not Separately Priced)

2002AB Task 2-Tenant Relocation 21-50 Families 1 EA

(Not Separately Priced)

2002AC Task 2-Tenant Relocation 51-100 Families 1 EA

(Not Separately Priced)

2002AD Task 2-Tenant Relocation 100 + Families 1 EA

(Not Separately Priced)

2002BA Tenant Relocation Incentive Fee Not to Exceed

2002BB Tenant Relocation Cost Reimbursable Not to Exceed

2002BC Tenant Relocation Travel Not to Exceed

3001 Property Management Option Period 3

3001AA Task 1- Region 1 Property Management 5-50 Units 1 MO

(Not Separately Priced)

3001AB Task 1- Region 1 Property Management 51-150 Units 1 MO

(Not Separately Priced)

3001AC Task 1- Region 1 Property Management 151-300 Units 1 MO

Continued ...

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

10 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

(Not Separately Priced)

3001AD Task 1- Region 1 Property Management 301 + Units 1 MO

(Not Separately Priced)

3001AE Task 1- Region 1 Property Management Vacant 1 MO

(Not Separately Priced)

3001AF Task 1- Region 1 Property Management Land 1 MO

(Not Separately Priced)

3001BA Task 1- Region 2 Property Management 5-50 Units 1 MO

(Not Separately Priced)

3001BB Task 1- Region 2 Property Management 51-150 Units 1 MO

(Not Separately Priced)

3001BC Task 1- Region 2 Property Management 151-300 Units 1 MO

(Not Separately Priced)

3001BD Task 1- Region 2 Property Management 301 + Units 1 MO

(Not Separately Priced)

3001BE Task 1- Region 2 Property Management Vacant 1 MO

(Not Separately Priced)

3001BF Task 1- Region 2 Property Management Land 1 MO

(Not Separately Priced)

3001CA Task 1- Region 3 Property Management 5-50 Units 1 MO

(Not Separately Priced)

3001CB Task 1- Region 3 Property Management 51-150 Units 1 MO

(Not Separately Priced)

3001CC Task 1- Region 3 Property Management 151-300 Units 1 MO

(Not Separately Priced)

3001CD Task 1- Region 3 Property Management 301 + Units 1 MO

(Not Separately Priced)

3001CE Task 1- Region 3 Property Management Vacant 1 MO

(Not Separately Priced)

3001CF Task 1- Region 3 Property Management Land 1 MO

(Not Separately Priced)

Continued ...

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

11 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

3001DA Task 1- Region 4 Property Management 5-50 Units 1 MO

(Not Separately Priced)

3001DB Task 1- Region 4 Property Management 51-150 Units 1 MO

(Not Separately Priced)

3001DC Task 1- Region 4 Property Management 151-300 Units 1 MO

(Not Separately Priced)

3001DD Task 1- Region 4 Property Management 301 + Units 1 MO

(Not Separately Priced)

3001DE Task 1- Region 4 Property Management Vacant 1 MO

(Not Separately Priced)

3001DF Task 1- Region 4 Property Management Land 1 MO

(Not Separately Priced)

3001EA Task 1- Region 5 Property Management 5-50 Units 1 MO

(Not Separately Priced)

3001EB Task 1- Region 5 Property Management 51-150 Units 1 MO

(Not Separately Priced)

3001EC Task 1- Region 5 Property Management 151-300 Units 1 MO

(Not Separately Priced)

3001ED Task 1- Region 5 Property Management 301 + Units 1 MO

(Not Separately Priced)

3001EE Task 1- Region 5 Property Management Vacant 1 MO

(Not Separately Priced)

3001EF Task 1- Region 5 Property Management Land 1 MO

(Not Separately Priced)

3001FA Property Management Incentive Fee Not to Exceed

3001FB Property Management Cost Reimbursable Not to

Exceed

3001FC Property Management Travel Not to Exceed

3002 Tenant Relocation Option Period 3

3002AA Task 2-Tenant Relocation 1-20 Families 1 EA

(Not Separately Priced)

Continued ...

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

12 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

3002AB Task 2-Tenant Relocation 21-50 Families 1 EA

(Not Separately Priced)

3002AC Task 2-Tenant Relocation 51-100 Families 1 EA

(Not Separately Priced)

3002AD Task 2-Tenant Relocation 100 + Families 1 EA

(Not Separately Priced)

3002BA Tenant Relocation Incentive Fee Not to Exceed

3002BB Tenant Relocation Cost Reimbursable Not to Exceed

3002BC Tenant Relocation Travel Not to Exceed

4001 Property Management Option Period 4

4001AA Task 1- Region 1 Property Management 5-50 Units 1 MO

(Not Separately Priced)

4001AB Task 1- Region 1 Property Management 51-150 Units 1 MO

(Not Separately Priced)

4001AC Task 1- Region 1 Property Management 151-300 Units 1 MO

(Not Separately Priced)

4001AD Task 1- Region 1 Property Management 301 + Units 1 MO

(Not Separately Priced)

4001AE Task 1- Region 1 Property Management Vacant 1 MO

(Not Separately Priced)

4001AF Task 1- Region 1 Property Management Land 1 MO

(Not Separately Priced)

4001BA Task 1- Region 2 Property Management 5-50 Units 1 MO

(Not Separately Priced)

4001BB Task 1- Region 2 Property Management 51-150 Units 1 MO

(Not Separately Priced)

4001BC Task 1- Region 2 Property Management 151-300 Units 1 MO

(Not Separately Priced)

4001BD Task 1- Region 2 Property Management 301 + Units 1 MO

(Not Separately Priced)

Continued ...

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

13 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

4001BE Task 1- Region 2 Property Management Vacant 1 MO

(Not Separately Priced)

4001BF Task 1- Region 2 Property Management Land 1 MO

(Not Separately Priced)

4001CA Task 1- Region 3 Property Management 5-50 Units 1 MO

(Not Separately Priced)

4001CB Task 1- Region 3 Property Management 51-150 Units 1 MO

(Not Separately Priced)

4001CC Task 1- Region 3 Property Management 151-300 Units 1 MO

(Not Separately Priced)

4001CD Task 1- Region 3 Property Management 301 + Units 1 MO

(Not Separately Priced)

4001CE Task 1- Region 3 Property Management Vacant 1 MO

(Not Separately Priced)

4001CF Task 1- Region 3 Property Management Land 1 MO

(Not Separately Priced)

4001DA Task 1- Region 4 Property Management 5-50 Units 1 MO

(Not Separately Priced)

4001DB Task 1- Region 4 Property Management 51-150 Units 1 MO

(Not Separately Priced)

4001DC Task 1- Region 4 Property Management 151-300 Units 1 MO

(Not Separately Priced)

4001DD Task 1- Region 4 Property Management 301 + Units 1 MO

(Not Separately Priced)

4001DE Task 1- Region 4 Property Management Vacant 1 MO

(Not Separately Priced)

4001DF Task 1- Region 4 Property Management Land 1 MO

(Not Separately Priced)

4001EA Task 1- Region 5 Property Management 5-50 Units 1 MO

(Not Separately Priced)

4001EB Task 1- Region 5 Property Management 51-150 Units 1 MO

Continued ...

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

14 132

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

DU208WR-15-R-0001

(Not Separately Priced)

4001EC Task 1- Region 5 Property Management 151-300 Units 1 MO

(Not Separately Priced)

4001ED Task 1- Region 5 Property Management 301 + Units 1 MO

(Not Separately Priced)

4001EE Task 1- Region 5 Property Management Vacant 1 MO

(Not Separately Priced)

4001EF Task 1- Region 5 Property Management Land 1 MO

(Not Separately Priced)

4001FA Property Management Incentive Fee Not to Exceed

4001FB Property Management Cost Reimbursable Not to

Exceed

4001FC Property Management Travel Not to Exceed

4002 Tenant Relocation Option Period 4

4002AA Task 2-Tenant Relocation 1-20 Families 1 EA

(Not Separately Priced)

4002AB Task 2-Tenant Relocation 21-50 Families 1 EA

(Not Separately Priced)

4002AC Task 2-Tenant Relocation 51-100 Families 1 EA

(Not Separately Priced)

4002AD Task 2-Tenant Relocation 100 + Families 1 EA

(Not Separately Priced)

4002BA Tenant Relocation Incentive Fee Not to Exceed

4002BB Tenant Relocation Cost Reimbursable Not to Exceed

4002BC Tenant Relocation Travel Not to Exceed

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

Solicitation: DU208WR-15-R-0001

TABLE OF CONTENTS Item starts on Page

Section A - FORM 1449 SECTION B - Supplies or Services/Prices SECTION C - Description/Specifications SECTION D - Packaging and Marking SECTION E - Inspection and Acceptance

2452.246-70 INSPECTION AND ACCEPTANCE. (FEB 2006)

SECTION F - Deliveries or Performance

2452.211-70 EFFECTIVE DATE AND CONTRACT PERIOD. (FEB 2006) - ALTERNATE I

(FEB 2006)

SECTION G - Contract Administration Data

2452.232-70 PAYMENT SCHEDULE AND INVOICE SUBMISSION (FIXED-PRICE). (DEC

2012) SECTION H - Special Contract Requirements SECTION I - Contract Clauses

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

EXECUTIVE ORDERS - COMMERCIAL ITEMS. (JUN 2014) - ALTERNATE II (MAY 2014)

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

52.252-6 AUTHORIZED DEVIATIONS IN CLAUSES. (APR 1984)

2452.203-70 PROHIBITION AGAINST THE USE OF GOVERNMENT EMPLOYEES. (FEB 2006)

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

ELECTRONICALLY STORED INFORMATION (ESI) FORMATS). (DEC 2012)

2452.209-71 LIMITATION ON FUTURE CONTRACTS. (FEB 2000). Error! Bookmark not defined.

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

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

2452.216-78 ORDERING PROCEDURES. (FEB 2006)

2452.222-70 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO

PERSONS WITH DISABILITIES. (FEB 2006)

2452.227-70 GOVERNMENT INFORMATION. (DEC 2012)

2452.237-70 KEY PERSONNEL. (FEB 2006)

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

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

2452.237-77 TEMPORARY CLOSURE OF HUD FACILITIES. (DEC 2012)

2452.239-70 ACCESS TO HUD SYSTEMS. (DEC 2012)

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

SECTION J - List of Documents, Exhibits and Other Attachments

1. Agreement to Relocate

2. Letter to Taxing Authority

3. Management Letter to Tenant

4. Property Management Plan

5. Quality Assurance Surveillance Plan

6. Receipt for Security Deposit

7. Relocation Form - Declination of Offer to Relocate

8. Receipt for Utility Deposit/Transfer Fee

9. Sample Authorization for Release of Information

TABLE OF CONTENTS Item starts on Page

10. Consent of Resident to Use a Portion of Relocation Benefits

11. Resident’s Relocation Expense/Reimbursement Release Form

12. Release and Assumption of Liability Agreement

13. Emergency Housing/Temporary Hotel Stay

14. Sample-Relocation- Frequently Asked Questions

15. Sample-Relocation News Letter

16. Pricing Document (Solicitation only)

17. Non-Disclosure Statement (Solicitation only)

18. Past Performance Information (Solicitation only)

19. Past Performance Survey (Solicitation only)

20. Estimated CLIN Quantities (Solicitation only) SECTION K - Representations, Certifications, and Other Statements of Bidders

52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS. (APR 2010) 110

52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS. (JUL 2013).. 112

52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS. (FEB 1999)

SECTION L - Instructions,Conditions, and Notices to Bidders SECTION M - Evaluation Factors for Award The solicitation goes through page 134.

SECTION B - Supplies or Services/Prices

B.1. GEOGRAPHIC AREA AND PERIOD OF PERFORMANCE

Projects will be located in the continental United States, Alaska, Hawaii, Puerto Rico, and the U.S. Virgin Islands. HUD reserves the right to revise the geographical area if it is in the best interest of the Government. The period of performance is one year with four (4) one year options.

B.1.1 Property Management Contract Line Item Numbers will be divided up into five (5) regions, as follows:

Region 1 Northeast: Connecticut, Delaware Maine, Maryland, Massachusetts, New Hampshire, Rhode Island, Vermont, New Jersey, New York, Pennsylvania, Virginia and Washington DC

Region 2 Midwest: Illinois, Indiana, Michigan, Ohio, Wisconsin, Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota

Region 3 South: Florida, Georgia, North Carolina, South Carolina, West Virginia, Alabama, Kentucky, Mississippi, Tennessee, Arkansas, Louisiana, Oklahoma, and Texas

Region 4 West: Arizona, Colorado, Idaho, Montana, Nevada, New Mexico, Utah, Wyoming, California, Oregon, and Washington

Region 5: Outside the Continental United States: Alaska, Hawaii, Puerto Rico, and the U.S.

Virgin Islands

B.2. CONTRACT LINE ITEM NUMBERS AND PRICES

This table is to be completed by the Contractor Pricing should be sure to reflect costs such as on-site staffing for properties where the contractor is managing the properties.

Base Period 12 Months

Contract Line Item Number

Description of Requirement Estimated Quantity

Unit Price per Unit per Month

Total CLIN (Est.

Quantity * Unit Price)

0001 Property Management

0001AA Task 1- Region 1 Property Management 5-50 Units 3

0001AB Task 1- Region 1 Property Management 51-150 Units 3

0001AC

Task 1- Region 1 Property Management 151-300 Units

0001AD Task 1- Region 1 Property Management 301 + Units 3

0001AE Task 1- Region 1 Property Management Vacant 3

0001AF Task 1- Region 1 Property Management Land 3 0001BA Task 1- Region 2 Property Management 5-50 Units 3 0001BB Task 1- Region 2 Property Management 51-150 Units 3

0001BC

Task 1- Region 2 Property Management 151-300 Units

0001BD Task 1- Region 2 Property Management 301 + Units 3 0001BE Task 1- Region 2 Property Management Vacant 3 0001BF Task 1- Region 2 Property Management Land 3 0001CA Task 1- Region 3 Property Management 5-50 Units 3 0001CB Task 1- Region 3 Property Management 51-150 Units 3

0001CC

Task 1- Region 3 Property Management 151-300 Units

0001CD Task 1- Region 3 Property Management 301 + Units 3 0001CE Task 1- Region 3 Property Management Vacant 3 0001CF Task 1- Region 3 Property Management Land 3 0001DA Task 1- Region 4 Property Management 5-50 Units 3 0001DB Task 1- Region 4 Property Management 51-150 Units 3

0001DC

Task 1- Region 4 Property Management 151-300 Units

0001DD Task 1- Region 4 Property Management 301 + Units 3 0001DE Task 1- Region 4 Property Management Vacant 3 0001DF Task 1- Region 4 Property Management Land 3 0001EA Task 1- Region 5 Property Management 5-50 Units 3 0001EB Task 1- Region 5 Property Management 51-150 Units 3

0001EC

Task 1- Region 5 Property Management 151-300 Units

0001ED Task 1- Region 5 Property Management 301 + Units 3 0001EE Task 1- Region 5 Property Management Vacant 3 0001EF Task 1- Region 5 Property Management Land 3 0001FA Property Management Incentive Fee Not to Exceed* 1 TBD TBD

0001FB Property Management Cost Reimbursable Not to 1 TBD TBD

Exceed*

0001FC Property Management Travel Not to Exceed* 1 TBD TBD

0002 Tenant Relocation

0002AA Task 2-Tenant Relocation 1-20 Families 20 0002AB Task 2-Tenant Relocation 21-50 Families 15

0002AC Task 2-Tenant Relocation 51-100 Families 15

0002AD Task 2-Tenant Relocation 100 + Families 20

0002BA Tenant Relocation Incentive Fee Not to Exceed* 1 TBD TBD

0002BB

Tenant Relocation Cost Reimbursable Not to Exceed*

TBD TBD

0002BC Tenant Relocation Travel Not to Exceed* 1 TBD TBD

TOTAL BASE PERIOD PRICE

* Incentive Fee, Cost Reimbursable, and Travel CLINS shall be established by the Government

Option Period One 12 Months

Contract Line Item Number

Description of Requirement Quantity

Unit Price per Unit per Month

Total CLIN (Est.

Quantity * Unit Price)

1001 Property Management

1001AA Task 1- Region 1 Property Management 5-50 Units 3

1001AB Task 1- Region 1 Property Management 51-150 Units 3

1001AC

Task 1- Region 1 Property Management 151-300 Units

1001AD Task 1- Region 1 Property Management 301 + Units 3

1001AE Task 1- Region 1 Property Management Vacant 3

1001AF Task 1- Region 1 Property Management Land 3 1001BA Task 1- Region 2 Property Management 5-50 Units 3 1001BB Task 1- Region 2 Property Management 51-150 Units 3

1001BC

Task 1- Region 2 Property Management 151-300 Units

1001BD Task 1- Region 2 Property Management 301 + Units 3 1001BE Task 1- Region 2 Property Management Vacant 3 1001BF Task 1- Region 2 Property Management Land 3 1001CA Task 1- Region 3 Property Management 5-50 Units 3 1001CB Task 1- Region 3 Property Management 51-150 Units 3

1001CC

Task 1- Region 3 Property Management 151-300 Units

1001CD Task 1- Region 3 Property Management 301 + Units 3 1001CE Task 1- Region 3 Property Management Vacant 3 1001CF Task 1- Region 3 Property Management Land 3 1001DA Task 1- Region 4 Property Management 5-50 Units 3 1001DB Task 1- Region 4 Property Management 51-150 Units 3

1001DC

Task 1- Region 4 Property Management 151-300 Units

1001DD Task 1- Region 4 Property Management 301 + Units 3 1001DE Task 1- Region 4 Property Management Vacant 3 1001DF Task 1- Region 4 Property Management Land 3 1001EA Task 1- Region 5 Property Management 5-50 Units 3 1001EB Task 1- Region 5 Property Management 51-150 Units 3

1001EC

Task 1- Region 5 Property Management 151-300 Units

1001ED Task 1- Region 5 Property Management 301 + Units 3 1001EE Task 1- Region 5 Property Management Vacant 3 1001EF Task 1- Region 5 Property Management Land 3

1001FA Property Management Incentive Fee Not to Exceed* 1 TBD TBD

1001FB

Property Management Cost Reimbursable Not to Exceed*

TBD TBD

1001FC Property Management Travel Not to Exceed* 1 TBD TBD

1002 Tenant Relocation

1002AA Task 2-Tenant Relocation 1-20 Families 20 1002AB Task 2-Tenant Relocation 21-50 Families 15

1002AC Task 2-Tenant Relocation 51-100 Families 15

1002AD Task 2-Tenant Relocation 100 + Families 20

1002BA Tenant Relocation Incentive Fee Not to Exceed* 1 TBD TBD

1002BB

Tenant Relocation Cost Reimbursable Not to Exceed*

TBD TBD

1002BC Tenant Relocation Travel Not to Exceed* 1 TBD TBD

TOTAL OPTION PERIOD ONE PRICE

Option Period Two 12 Months

Contract Line Item Number

Description of Requirement Quantity

Unit Price per Unit per Month

Total CLIN (Est.

Quantity * Unit Price)

2001 Property Management

2001AA Task 1- Region 1 Property Management 5-50 Units 3

2001AB Task 1- Region 1 Property Management 51-150 Units 3

2001AC

Task 1- Region 1 Property Management 151-300 Units

2001AD Task 1- Region 1 Property Management 301 + Units 3

2001AF Task 1- Region 1 Property Management Vacant 3

2001AG Task 1- Region 1 Property Management Land 3 2001BA Task 1- Region 2 Property Management 5-50 Units 3 2001BB Task 1- Region 2 Property Management 51-150 Units 3

2001BC

Task 1- Region 2 Property Management 151-300 Units

2001BD Task 1- Region 2 Property Management 301 + Units 3 2001BE Task 1- Region 2 Property Management Vacant 3 2001BF Task 1- Region 2 Property Management Land 3 2001CA Task 1- Region 3 Property Management 5-50 Units 3 2001CB Task 1- Region 3 Property Management 51-150 Units 3

2001CC

Task 1- Region 3 Property Management 151-300 Units

2001CD Task 1- Region 3 Property Management 301 + Units 3 2001CE Task 1- Region 3 Property Management Vacant 3 2001CF Task 1- Region 3 Property Management Land 3 2001DA Task 1- Region 4 Property Management 5-50 Units 3 2001DB Task 1- Region 4 Property Management 51-150 Units 3

2001DC

Task 1- Region 4 Property Management 151-300 Units

2001DD Task 1- Region 4 Property Management 301 + Units 3 2001DE Task 1- Region 4 Property Management Vacant 3 2001DF Task 1- Region 4 Property Management Land 3 2001EA Task 1- Region 5 Property Management 5-50 Units 3 2001EB Task 1- Region 5 Property Management 51-150 Units 3

2001EC

Task 1- Region 5 Property Management 151-300 Units

2001ED Task 1- Region 5 Property Management 301 + Units 3 2001EE Task 1- Region 5 Property Management Vacant 3 2001EF Task 1- Region 5 Property Management Land 3

2001FA Property Management Incentive Fee Not to Exceed* 1 TBD TBD

2001FB

Property Management Cost Reimbursable Not to Exceed*

2001FC Property Management Travel Not to Exceed* 1 TBD TBD

2002 Tenant Relocation

2002AA Task 2-Tenant Relocation 1-20 Families 20 2002AB Task 2-Tenant Relocation 21-50 Families 15

2002AC Task 2-Tenant Relocation 51-100 Families 15

2002AD Task 2-Tenant Relocation 100 + Families 20

2002BA Tenant Relocation Incentive Fee Not to Exceed* 1 TBD TBD

2002BB

Tenant Relocation Cost Reimbursable Not to Exceed*

TBD TBD

2002BC Tenant Relocation Travel Not to Exceed* 1 TBD TBD

TOTAL OPTION PERIOD TWO PRICE

Option Period Three 12 Months

Contract Line Item Number

Description of Requirement Quantity

Unit Price per Unit per Month

Total CLIN (Est.

Quantity * Unit Price)

3001 Task 1 Property Management

3001AA Task 1- Region 1 Property Management 5-50 Units 3

3001AB Task 1- Region 1 Property Management 51-150 Units 3

3001AC

Task 1- Region 1 Property Management 151-300 Units

3001AD Task 1- Region 1 Property Management 301 + Units 3

3001AE Task 1- Region 1 Property Management Vacant 3

3001AF Task 1- Region 1 Property Management Land 3 3001BA Task 1- Region 2 Property Management 5-50 Units 3 3001BB Task 1- Region 2 Property Management 51-150 Units 3

3001BC

Task 1- Region 2 Property Management 151-300 Units

3001BD Task 1- Region 2 Property Management 301 + Units 3 3001BE Task 1- Region 2 Property Management Vacant 3 3001BF Task 1- Region 2 Property Management Land 3 3001CA Task 1- Region 3 Property Management 5-50 Units 3 3001CB Task 1- Region 3 Property Management 51-150 Units 3

3001CC

Task 1- Region 3 Property Management 151-300 Units

3001CD Task 1- Region 3 Property Management 301 + Units 3 3001CE Task 1- Region 3 Property Management Vacant 3 3001CF Task 1- Region 3 Property Management Land 3 3001DA Task 1- Region 4 Property Management 5-50 Units 3 3001DB Task 1- Region 4 Property Management 51-150 Units 3

3001DC

Task 1- Region 4 Property Management 151-300 Units

3001DD Task 1- Region 4 Property Management 301 + Units 3 3001DE Task 1- Region 4 Property Management Vacant 3 3001DF Task 1- Region 4 Property Management Land 3 3001EA Task 1- Region 5 Property Management 5-50 Units 3 3001EB Task 1- Region 5 Property Management 51-150 Units 3

3001EC

Task 1- Region 5 Property Management 151-300 Units

3001ED Task 1- Region 5 Property Management 301 + Units 3 3001EE Task 1- Region 5 Property Management Vacant 3 3001EF Task 1- Region 5 Property Management Land 3

3001FA Property Management Incentive Fee Not to Exceed* 1 TBD TBD

3001FB

Property Management Cost Reimbursable Not to Exceed*

3001FC Property Management Travel Not to Exceed* 1 TBD TBD

3002 Task 2-Tenant Relocation

3002AA Task 2-Tenant Relocation 1-20 Families 20 3002AB Task 2-Tenant Relocation 21-50 Families 15

3002AC Task 2-Tenant Relocation 51-100 Families 15

3002AD Task 2-Tenant Relocation 100 + Families 20

3002BA Tenant Relocation Incentive Fee Not to Exceed* 1 TBD TBD

3002BB

Tenant Relocation Cost Reimbursable Not to Exceed*

TBD TBD

3002BC Tenant Relocation Travel Not to Exceed* 1 TBD TBD

TOTAL OPTION PERIOD THREE PRICE

Option Period Four 12 Months

Contract Line Item Number

Description of Requirement Quantity

Unit Price per Unit per Month

Total CLIN (Est.

Quantity * Unit Price)

4001 Property Management

4001AA Task 1- Region 1 Property Management 5-50 Units 3

4001AB Task 1- Region 1 Property Management 51-150 Units 3

4001AC

Task 1- Region 1 Property Management 151-300 Units

4001AD Task 1- Region 1 Property Management 301 + Units 3

4001AE Task 1- Region 1 Property Management Vacant 3

4001AF Task 1- Region 1 Property Management Land 3 4001BA Task 1- Region 2 Property Management 5-50 Units 3 4001BB Task 1- Region 2 Property Management 51-150 Units 3

4001BC

Task 1- Region 2 Property Management 151-300 Units

4001BD Task 1- Region 2 Property Management 301 + Units 3 4001BE Task 1- Region 2 Property Management Vacant 3 4001BF Task 1- Region 2 Property Management Land 3 4001CA Task 1- Region 3 Property Management 5-50 Units 3 4001CB Task 1- Region 3 Property Management 51-150 Units 3

4001CC

Task 1- Region 3 Property Management 151-300 Units

4001CD Task 1- Region 3 Property Management 301 + Units 3 4001CE Task 1- Region 3 Property Management Vacant 3 4001CF Task 1- Region 3 Property Management Land 3 4001DA Task 1- Region 4 Property Management 5-50 Units 3 4001DB Task 1- Region 4 Property Management 51-150 Units 3

4001DC

Task 1- Region 4 Property Management 151-300 Units

4001DD Task 1- Region 4 Property Management 301 + Units 3 4001DE Task 1- Region 4 Property Management Vacant 3 4001DF Task 1- Region 4 Property Management Land 3 4001EA Task 1- Region 5 Property Management 5-50 Units 3 4001EB Task 1- Region 5 Property Management 51-150 Units 3

4001EC

Task 1- Region 5 Property Management 151-300 Units

4001ED Task 1- Region 5 Property Management 301 + Units 3 4001EE Task 1- Region 5 Property Management Vacant 3 4001EF Task 1- Region 5 Property Management Land 3

4001FA Property Management Incentive Fee Not to Exceed* 1 TBD TBD

4001FB

Property Management Cost Reimbursable Not to Exceed*

TBD TBD

4001FC Property Management Travel Not to Exceed* 1 TBD TBD

4002 Tenant Relocation

4002AA Task 2-Tenant Relocation 1-20 Families 20 4002AB Task 2-Tenant Relocation 21-50 Families 15

4002AC Task 2-Tenant Relocation 51-100 Families 15

4002AD Task 2-Tenant Relocation 100 + Families 20

4002BA Tenant Relocation Incentive Fee Not to Exceed* 1 TBD TBD

4002BB

Tenant Relocation Cost Reimbursable Not to Exceed*

TBD TBD

4002BC Tenant Relocation Travel Not to Exceed* 1 TBD TBD

TOTAL OPTION PERIOD FOUR PRICE

* Incentive Fee, Cost Reimbursable, and Travel CLINS shall be established by the Government

Total Proposed Price Base Period $_____________________

Total Proposed Price Option Period 1 $____________________

Total Proposed Price Option Period 2 $____________________

Total Proposed Price Option Period 3 $____________________

Total Proposed Price Option Period 4 $____________________

Overall Total Price $____________________

SECTION C - Description/Specifications

Performance Work Statement

Multifamily Property Management and Tenant Relocation, C.1. INTRODUCTION:

This is a performance-based work statement, described in detail in Section C, addressing the provision of property management and relocation services for HUD’s Property Disposition Division. The property management services will be limited to HUD-owned and Mortgagee-in-Possession (MIP) properties. The relocation services provided pursuant to this work statement will primarily be for tenants at insured and uninsured HUD-owned and MIP properties, and properties where the Housing Assistance Payments Contract has been abated. The PD Division provides property management and relocation services for the entire country.

C.2. BACKGROUND:

C.2.1. HUD is committed to taking the necessary actions to ensure that both the quality of housing and quality of life for residents in these properties are upgraded to and/or maintained at Departmental standards.

C.2.2. HUD has established a process to keep its commitment to provide safe and affordable housing to families in HUD-assisted properties, carrying out various enforcement strategies where there are non-performing property owners and/or management agents. While property takeovers or abatement of Section 8 Housing Assistance Payment (HAP) Contracts would be actions of last resort, such actions and subsequent relocation of tenants may be the appropriate action when owners and management agents are not fulfilling their contractual obligations. Thus, HUD is anticipating that it will continue to need property management and relocation services at multifamily properties where the Department initiates property takeover or enforcement action. However, HUD cannot, since there are so many variables involved, predict with any degree of accuracy how many relocations or properties requiring management services will be needed.

C.2.3. Properties assigned under this contract may have significant physical deterioration and/or deferred maintenance issues. Property conditions may require special attention or additional time, such as, scattered sites covering more than a 25 mile radius, high rise buildings, known structural problems, and/or located in high crime areas.

C.3.0. OBJECTIVE:

C.3.1. The purpose of this contract is to obtain the services of multifamily property management and tenant relocation with professional expertise in multifamily property management and tenant relocation services for market rate, section 8 and elderly properties. Contractors are expected to be individuals or firms that are highly qualified, knowledgeable and capable of performing the required services as defined in Section C.11 and C.12 of this contract and in the relevant HUD Handbooks and guides. The names of the principal persons who are to perform these services are to be listed in Section G.

C.3.2. The Contractor must have the capacity to provide the necessary services, facilities, professional and technical personnel, and all else necessary to manage properties and relocate tenants in accordance with the contract.

C.3.3. The Contractor must have the capacity to provide multiple contract requirements within the same timeframe in differing parts of the contract’s jurisdiction.

C.4. Acronyms:

ALF Assisted Living Facility CFR Code of Federal Regulations CSMS/PMS Comprehensive Service and Monitoring System/Property

Management System CO Contracting Officer DSS/GR Decent, Safe and Sanitary and In Good Repair FAR Federal Acquisition Regulation GTM Government Technical Monitor GTR Government Technical Representative HAP Housing Assistance Payment (Contract) HUD U.S. Department of Housing and Urban Development HUDAR HUD’s Acquisition Regulation MIP Mortgagee-in-Possession NLT No Later Than PD Property Disposition PMS Property Management System PIV Personal Identity Verification Card PO Purchase Order QC Quality Control RFP Request for Proposal SCLS Service Contract Labor Standards SF Standard Form SME Subject Matter Expert

C.5. Definitions:

Annually: Once a year.

Bi-Weekly: Once every two weeks.

Business Day: Monday through Friday, excluding federally observed holidays.

Calendar Day: Sunday through Saturday.

Common Areas: The physical areas within a property that are normally accessible and open to residents. The term includes facilities and amenities such as swimming pools, health spas, special function rooms, etc.

Contracting Officer: The HUD official authorized to execute and administer this contract on behalf of HUD including any duly appointed successor or authorized representative.

Contractor: The individual, partnership, corporation, or other entity that is the party subject to the terms and conditions of this Contract

Day: Unless otherwise defined “day” shall always represent calendar day.

Defective Service: The term refers to the performance or non-performance of services under a contract that does not meet the standard of performance requirement as specified in the Contract.

Directives: Written instructions issued within the Government to implement program requirements. These directives may be "Handbooks," "Notices," "Special Directives” and memoranda. Directives shall apply to the work performed by the Contractor as expressly stated and referenced in this Contract.

Decent, Safe and Sanitary and in Good Repair (DSS/GR): means that the property and each unit in the property must, at a minimum, fully meet local building, housing, safety and health codes.

Federal Acquisition Regulation: Found at 48 CFR Chapter 1. The FAR is the Federal regulation that governs all Federal contracting.

Fiscal year: The Government's accounting period - the 12 months starting on October 1 of the current year and ending September 30 of the next calendar year (e.g., 10/1/05 - 9/30/06).

“Government”, “HUD”, and “Department”: will be used interchangeably to mean the United States Department of Housing and Urban Development.

GTM: The Government Technical Monitor designated by the GTR to provide technical monitoring, advice, and assistance to aid the GTR in the technical direction and evaluation of the Contractor’s performance. The Contracting Officer appoints the GTM in writing.

GTR: The Government Technical Representative acts as the contracting officer’s representative in all matters concerning the technical aspects of the contract. The GTR is responsible for the technical direction and evaluation of the Contractor’s performance but does not have the authority to modify the contract in any way. The Contracting Officer appoints the GTR in writing.

National Housing Act: The National Housing Act - PL 479, 73rd Congress, 48 Stat. 1246, 12

U.S.C. 1701 et seq.

HUDAR: HUD Acquisition Regulation, found at 48 CFR Chapter 24. The HUDAR is HUD's procurement regulation implementing and supplementing the FAR.

Key Personnel: Management staff identified in the Offeror’s proposal and later identified in Section I under Key Personnel in the contract. Individuals must be in a position of authority (line manager) above the on-site manager, and/or on-site maintenance personnel. Additionally, other essential personnel the Contractor shall designate as a key person involved in oversight of the responsibilities under the contract are key personnel. All key personnel are subject to the provisions of HUDAR 2452.237-70.

Latent Defect: Defects that existed at the time of acceptance and that could not have been discovered by observation or inspection made with ordinary care.

Low-Income Person/Family: Low-income person or family annual income does not exceed 80% of the median income, in a geographic area with adjustments for larger and smaller families. Median income for a geographic area can be obtained by contacting the GTM.

Low Income Resident: A low-income person or family who resides in the property (or properties) managed under this Contract.

Median Income- Median income is the amount that divides the income distribution into two equal groups, half having income above that amount, and half having income below that amount.

Monthly: Refers to once each calendar month.

Multifamily: Multifamily, generally refers to 5 or more units of residential housing.

Normal Business Hours: 8:00 am to 4:30 pm local time.

PD Division: The Division activities consist of the management, relocation and sale of those properties acquired by HUD and those in MIP status.

Pass-Through Cost: Any actual cost or expenditure that is incurred or made relative to the direct on-site management of a property assigned under the contract. These costs are covered by an operating budget established for the property and approved by HUD. The cost would include all operating expenses of the property and direct costs incurred at the property for the day-to-day operations of the property; security services, any repairs or subContractor for work performed at the property such as utility expenses incurred by the property. The expenses identified, as pass-through costs are direct expenses to the property with no profits nor benefits realized by the Contractor. Pass-through costs are not deemed as a Contractor’s expense or revenue.

Patent Defect: Defects actually known at the time of acceptance.

Procurement: Acquisition of supplies or services by means of purchasing or awarding contracts/subcontracts.

Property Manager: The individual, partnership, corporation, or other entity that is the party subject to the terms and conditions of this contract. This contract uses the term “Contractor” rather than “Property Manager.”

Prorated: A distribution of charges when multiple properties (more than one FHA case Number) are shared by one office and utilities/services are shared. Charges are to be prorated by the number of units at each property.

Quality Assurance: A plan and systematic pattern of all Government actions, to provide confidence that adequate technical requirements are established, products and services conform to established technical requirements, and satisfactory performance is achieved.

Quality Control: Those actions taken by the Contractor to control the production of outputs to ensure that they conform to the contract requirements.

Quarterly: Once every three calendar months (i.e., January – March, April – June, July – September and October – December). In reference to quarterly inspections, the dates of quarterly inspections are to be determined by the assignment date of a property.

Section 8: “Section 8” is a common name for the Housing Choice Voucher Program, funded by the HUD which provides tenant based rental assistance.

Section 8 Vouchering: Application process to obtain subsidy payments.

Service Contract Labor Standards: The Service Contract Labor Standards is applicable to persons employed by the Contractor; however, persons employed in a bona fide executive, administrative, or professional capacity as defined in Part 541 of Title 29,CFR, are exempt.

Specialized Facilities: These facilities are defined as, assisted living facilities, nursing homes, and retirement centers.

Subject Matter Expert: Provides technical monitoring, advice, and assistance to aid the GTR in the technical direction and evaluation of the Contractor’s performance.

Task Order: An order for services placed against an…

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