Performance Work Statement For

Headquarters United States Marine Corps (HQ USMC) Marine Corps Installation Command (MCICOM)

Marine Corps Housing Program (GF3) Tenant Satisfaction Survey (TSS) Support Services

17 February 2026

DOCUMENT TABLE OF CONTENTS

Part_1_General_Information Part_2_Definitions_And_Acronyms Part_3_Government_Furnished_Items Part_4_Contractor_Furnished_Items Part_5_Specific_Requirements_and_Tasks Part_6_Applicable_Publications Part_7_Technical_Exhibit_List

CHANGE LOG

This record shall be maintained throughout the life of the document. Each published update shall be recorded. Revisions shall be incorporated via a bilateral contract / task order Modification.

CHANGE / REVISION RECORD

Date Page/Paragraph Description of Change Made By:

17-Feb-26 N/A Initial Publication JC

Note: This Performance Work Statement (PWS) was derived from a template and is tailored for the specific requirement detailed herein. Topical sections/items from the originating template that were determined to not apply to this acquisition have been marked “reserved” in lieu of deletion to ensure numbering consistency with the originating template. See the PWS parts and sections which follow for details on these specific requirements.

Part 1 General Information

1.0 General: This is a hybrid contract consisting of firm fixed price Contract Line-Item Numbers (CLINs) for services and Cost-reimbursement CLINs for the reimbursement of required other direct costs (ODCs) in support of the Performance Work Statement (PWS) requirements. This contract is for non-personal services contract / task order as defined in FAR 37.101 and in accordance with (IAW) FAR 37.104 Guidance to provide Tenant Satisfaction Survey (TSS) Support Services as detailed herein. The Government shall not exercise any supervision or control over the contract / task order service providers performing the services herein. Such contract / task order service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

Under this contract / task order, Contractor personnel:

(1) Shall perform the services described herein as Contractors, not as employees of the Government;

(2) Shall NOT be placed in a position where they are under the supervision, direction or evaluation of a federal employee, military or civilian, but shall, pursuant to the Government's right to inspect, accept or reject work, comply with such general direction of the Contracting Officer or the duly appointed representative of the Contracting Officer as is necessary to ensure completion of the contract / task order objectives;

(3) Shall NOT be placed in a position of command, supervision administration or control over military or civilian personnel or personnel of other Contractors or become part of the Government organization; and

(4) As this contract / task order does not create any employer-employee relationships, entitlements and benefits applicable to such relationships do NOT accrue by virtue of this contract / task order.

1.1 Background: Commanding General, Marine Corps Installations Command (MCICOM) has the core responsibility to provide oversight of facility conditions, housing services, and customer service provided to Marines and their families. The Marine Corps Housing Program (GF3) within MCICOM provides life cycle program management support for all family, unaccompanied, and privatized housing requirements worldwide. Continuing efforts are required to support the necessary planning and decision processes to make the best possible use of scarce resources and provide the best possible service to military members and their families.

These support services are provided by the Housing Program (MCICOM GF3), Installation Housing Offices, Base Commanding Generals, Regional Commanding Generals, other MCICOM functional representatives, and public private sector service providers engaged to support the Housing Mission. The primary tools used to evaluate and measure progress of these services are Tenant Satisfaction Surveys (TSSs), for which authorization originates in the 2020 National Defense Authorization Act, Subtitle D “Development of Housing Reform Standards and Processes”, Section 3058 (Public Law 116-92). Further, the Assistant Secretary of Defense

(ASD)’s Policy Update Memorandum dated 05 February 2025 directs all Military Departments to annually conduct a tenant satisfaction survey for all privatized and all government owned/controlled family and unaccompanied housing in the second quarter of each fiscal year, making every effort to distribute the annual tenant satisfaction survey in March of each year.

The data generated and the resulting analysis from conducting these surveys is integral to the continuing evaluation of MCICOM processes and provides performance improvement actions by transforming customer feedback into business process changes and improvements. In support of this responsibility, MCICOM GF3 has a requirement for non-personal support services for tenant satisfaction survey support services as set forth within this PWS.

The USMC Tenant Satisfaction Survey universe consists of all USMC uniformed personnel and their accompanying family members, as applicable, residing in Government Owned Family Housing, Government Owned Unaccompanied Housing, and Public Private Venture Housing.

For the purposes of this contract, the uniformed service member and their family are counted as one (1) tenant/resident. The current annual estimated number of tenants/residents in the survey universe are as follows:

Population Type CONUS* OCONUS** Total Regions+ Installations++ Neighborhoods/Areas+++ Family Housing (FH) Government Owned (units)

76 1,788 1,864 3 3 18

Unaccompanied Housing (UH) (beds)

123,144 29,708 152,852 5 21 44

Public Private Venture (PPV) Housing

23,303 0 23,303 4 14 113

* Contiguous United States (CONUS) ** Outside [the] Contiguous United States (OCONUS) + Regions: Marine Corps Installations East (MCIEAST), Marine Corps Installations West (MCIWEST), Marine Corps Installations Pacific (MCIPAC), Marine Corps Installations National Capital Region (MCINCR), and Marine Corps Forces Command (MARFORCOM) ++ Installations: MCIEAST (6), MCIWEST (7), MCIPAC (5), MCINCR (2), and MARFORCOM (2) +++ Neighborhoods/Areas: MCIEAST (11), MCIWEST (17), MCIPAC (12), MCINCR (2), MARFORCOM (2)

Note: Any or all of these groups may be divided into smaller populations based on housing type (FH, UH, or PPV), management, or any other criteria the Marine Corps specifies at the start of the survey project.

1.2 Objective: The objective of this contract / task order is to obtain the necessary support services to assist the Marine Corps Housing Program to assess and improve its business processes through tenant satisfaction surveys and related analysis while ensuring compliance with applicable directives/Orders/Policies.

The following goals are identified for this contract / task order:

(1) Identify best practices as well as deficiencies of Marine Corps housing management and the suitability of Marine Corps housing facilities to improve effectiveness;

(2) Inform the Marine Corps Housing Program on common trends identified by tenants:

and

(3) Provide data analysis on Government housing trends.

1.3 Scope: The scope of work under this contract involves technical and project management support services including data collection, analyses, and reporting, particularly in terms of housing satisfaction in support of the Marine Corps Housing Program. The data analysis will provide common trends and best practices, as well as suitability of Marine Corps housing facilities to improve effectiveness. In the course of the execution of tasks, the Contractor may need to coordinate with other Government Contractor personnel, as needed, to verify occupancy of specific neighborhoods or gain clarification of current management practices when developing improvement plans and recommendations for the Marine Corps. Except as provided in PWS Part 3 “Government Furnished Items”, the Contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, other items, and non-personal services necessary to perform the support services defined in this PWS to the acceptable quality levels and time frames specified in this contract.

1.3.1 Higher Level Task Areas: The scope of work under this contract / task order includes effort aligned with the following Higher Level Task Areas

(1) Task Area 1: Inventory Data and Population Data Reconciliation Support

(2) Task Area 2: Survey Methodology Support

(3) Task Area 3: Survey Related Materials/Media Support

(4) Task Area 4: Survey Data Reporting Website Support

(5) Task Area 5: Survey Distribution and Survey Period Support

(6) Task Area 6: Post-Survey Reporting and Other Outside Survey Period Support

See PWS Part 5 Specific Requirements and Tasks for additional details on these task areas.

1.3.2 Applicable Directives/Orders/Policies: The following directives are applicable to this contract / task order:

(1) ASD policy memorandum entitled “Policy Update for Tenant Satisfaction Survey for

DoD Housing” dated 05 February 2025

1.4 Reserved

1.5 Reserved

1.6 Period of Performance

The period of performance of this contract / task order shall be in accordance with the Contract Line-Item Numbers (CLINs) included in the solicitation / contract / task order.

1.6.1 Transition Periods

1.6.1.1 Transition-In (Phase-In)

Unless the Contractor is currently providing support under a contract / task order to which this is the successor, the first sixty (60) days of the base period of performance shall be a transition period. During this period the Contractor shall cooperate with the existing Contractor (if any) to ensure a smooth and seamless assumption of all required support. The Contractor shall execute its Phase-In Plan to ensure minimum disruption to vital Government business. The Contractor shall ensure that there will be no service degradation during and after transition. At the end of the transition period the Contractor shall be fully and solely responsible for all required support.

The Contractor’s Phase-In Plan shall detail how it will conduct operations during the transition from the period of performance (PoP) start date to full operational capability at PoP start plus 60 days. The Contractor shall achieve the following service milestones:

(a) PoP Start Date: The Contractor shall be staffed and capable of starting all required pre-survey period tasks to ensure timely submission of all required post-award and pre-survey period deliverables to enable the initiation of a calendar year 2026 online tenant satisfaction survey period required to begin 60 days after the PoP start date and close 90 days after the PoP start date. The required pre-survey period deliverables include:

• A001 Inventory and Data Reconciliation Report

• A002 Web-based Survey Functionality Demo

• A003 Risk Management Plan

• A005 FH/PPV Annual TSS Information Letter

• A006 UH Annual TSS Information Letter

• A007 TSS Promotional Posterboard

• A008 TSS Promotional Fliers

• A009 TSS Survey Door Hangers

• A010 TSS Promotional Video Clip

• A011 TSS Promotional Newspaper Article

• A012 TSS Scripted Sentence

• A013 TSS Survey Data Reporting Website Demo

See deliverables schedule for submission due dates.

(b) PoP Start Date plus 60 days: The Contractor shall be capable of initiating the Calendar Year

2026 online tenant satisfaction survey.

1.6.1.2 Transition-Out (Phase-Out)

The phase-out period shall apply to any contract / task order follow-on requirements. Prior to the completion of this contract / task order, an observation period shall occur, at which time key personnel of the incoming Contractor may observe operations and will correspond to the final 30 days of performance of this contract / task order, whichever performance period that may be.

This will allow for orderly turnover of facilities, equipment, and records and will ensure continuity of services. The outgoing Contractor is ultimately responsible for performing full services IAW the contract / task order during the phase-out period and shall not defer any requirements for the purpose of avoiding responsibility or of transferring, such responsibility to the succeeding Contractor. The outgoing Contractor shall fully cooperate with the succeeding Contractor and the Government, so as not to interfere with their work or duties. All outgoing Contractor personnel shall out-process through the designated Government personnel to ensure compliance with the Government’s requirements for closing email accounts, terminating access, turning in CACs, computers, radios, etc.

1.6.2 Close Out

Upon completion of the contract / task order, the Contractor shall ensure sufficient staffing to complete orderly close out.

1.7 Place of Performance

The work to be performed under this contract / task order will be performed 100 percent in Contractor’s facilities.

1.8 Business Relations, Contract/Task Order Management, and Administration

The Contractor shall provide a Program and Contract Management / Administration Office structure and organization to manage the requirement of this contract / Task Order. The Contractor shall manage, organize, coordinate, and control all program activities to meet performance factors and requirements of the contract / task order. The Contractor shall participate in such activities as analysis, meetings, partnering, and transition meetings. The Contractor shall seek to ensure customer satisfaction and professional and ethical behavior of all Contractor personnel. The Contractor shall respond to Government business relations requests (changes in technical and contractual needs and data calls) as required.

1.8.1 Contract / Task Order Administration

The Contractor shall establish processes and assign appropriate resources to effectively administer the requirement. The Contractor shall have a single primary POC between the Government and Contractor personnel assigned to support task orders, and a single point of contact between the Government and Contractor personnel at each manned location (determined by the Contractor's analysis of manpower requirements) to support the contract / task order. The Contractor shall assign work effort and maintain proper and accurate time keeping records of personnel assigned to work on the requirements of this contract / task order.

1.8.2 Program Management

The Contractor shall provide management support as required. The Contractor shall maintain the currency of Contractor personnel qualifications by providing initial and refresher training as required to meet the contract / task order requirements. The Contractor shall provide necessary infrastructure to support contract / task order tasks.

1.8.3 Post Award conference.

Within 5 working days of the contract award, the Contractor shall participate in the post-award conference.

1.8.4 Reserved

1.8.5 Reserved

1.8.6 Reserved

1.8.7 Reserved

1.8.8 Reserved

1.8.9 Reserved

1.8.10 Service Contract Reporting (formerly called Contractor Manpower Reporting)

The Contractor shall report ALL Contractor labor hours (including subContractor labor hours) required for performance of services provided under this contract / Task Order for the DC P&R (and any other stakeholder) via a secure data collection site. The Contractor is required to completely fill in all required data fields through the following web address: www.sam.gov.

Reporting inputs will be for the labor executed during the period of performance during each Government FY, which runs from October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year. Contractors may direct questions to the help desk by clicking “View Assistance for SAM.gov” which is located at the top of the SAM.gov website. From there, you can the select “Contact Our Service Desk” which will allow you to contact SAM.gov directly. If contract / task order period of performance ends prior to September 30, the Contractor has 30 calendar days from end date of the contract / task order to complete the SAM SCR requirement.

Steps for Submitting a Service Contract Report (SCR)

(1) Go to www.sam.gov and log in.

(2) Select Entity Registrations and then select Service Contract Reporting.

(3) SAM displays your entities which have service contracts and meet the reporting criteria.

Select View by entity to see the service contracts for each entity.

(4) Next, select Add for the service contract against which you want to create a Service

Contract Report. Each service contract which meets the FAR Subpart 4.1703 reporting thresholds is displayed.

(5) You will be taken to the Complete Service Contract Report page. SAM displays the contract details and allows you to report. You are required to enter the following information:

• Total Amount Invoiced: Total dollar amount invoiced for services performed during the previous Government fiscal year under the contract (this amount should include the prime and any subcontract amount).

http://www.sam.gov/ http://www.sam.gov/

• Prime Contractor Hours Expended: Prime Contractor direct labor hours expended on the services performed during the previous Government fiscal year. The amount you enter is automatically divided by 2,080 hours to calculate a Full Time Equivalent (FTE) Employee, displayed under the Prime Contractor Hours Expended as Prime Contractor FTEs.

(6) Report any required Tier 1 subContractor information by selecting the Add Tier 1 Subcontract Information button.

(7) When you are ready to submit the report, select Submit. This saves your report and returns you to the Select Service Contract page where you can create other SCRs or edit an existing SCR.

Steps for Editing a Submitted Report

(1) Follow steps 1-4 above. Any previously submitted SCR will have a View/Edit button instead of an Add button.

(2) Select View/Edit. You will be able to view the current SCR, edit available fields, and resubmit the record. You can also delete previously entered information altogether.

1.9 Quality Control

Quality Control is the responsibility of the Contractor. The Contractor is responsible for the delivery of quality services/supplies to the Government.

1.9.1 Quality Control Plan (QCP): The Contractor shall develop and maintain a QCP to ensure services are performed in accordance with (IAW) this PWS including Technical Exhibit B Performance Requirements Summary (PRS). The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor's QCP is the means by which it assures that the work provided complies with the requirements of the contract / Task Order.

The Contractor’s Proposed QCP shall be submitted to the Contracting Officer (KO) through the Contracting Officer’s Representative (COR) for review within 30 days after date of contract / task order award (Deliverable A007).

The Government will review and either notify the Contractor in writing of acceptance of the plan or return their comments to the Contractor within 15 days. If the Government has provided comments, the Contractor shall then have 15 days to submit a Final QCP. After receipt of the Final QCP, the Contractor may receive the Contracting Officer’s acceptance in writing. Any proposed changes to the accepted QCP are required to be resubmitted for acceptance by the Contracting Officer no later than 5 days prior to the anticipated change and before implementation by the Contractor. After acceptance of the QCP, the Contractor shall consider any proposed changes to their QCP from the Contracting Officer (KO). The timeline noted above will apply for review and acceptance of proposed changes. At a minimum, the QCP must include and answer the following to be acceptable:

(a) A chart showing the organizational structure and lines of authority, the names, qualifications, duties, responsibilities, and classification of each member of the Contractor's Quality Control Team;

(b) How the Contractor will monitor work to ensure performance complies with all deliverables (etc. timelines, deadlines, and goals);

(c) How the Contractor will monitor work to ensure performance complies with all specifications and requirements of the contract / task order, including the contract / task order’s clauses;

(d) How the Contractor will monitor and ensure staff qualifications remain current and valid including Department of Defense (DoD) Contractor Personnel Office (DOCPER) processes/approvals throughout contract performance;

(e) How the Contractor will ensure all keys issued will remain controlled items (If applicable);

(f) How the Contractor will inventory, and track maintenance of all Government Provided Equipment / Materials;

(g) How the Contractor will identify, investigate, and correct any non-conforming performance and prevent similar deficiencies in the future; and

(h) How the Contractor will file and save all Quality Control related documents for the life of the contract / task order plus 5 years.

1.9.1.1 An Analysis of Quality Control and Timeliness of Submittals (i.e., deliverables) shall be provided electronically via email to the COR within 30 days upon completion of each task order performance period (Deliverable A008).

1.9.1.2 The Contractor shall inform the COR of issues or potential issues that might affect contract / task order performance within 24 clock hours of identifying those issues. Verbal reports shall be followed up by written reports within 5 business days (Deliverable A009).

1.9.2 Quality Assurance: The Government will evaluate the Contractor’s performance under this contract / task order in accordance with the Contractor’s QCP and the Government’s Quality Assurance Surveillance Plan (QASP). The QASP is a Government developed and applied document used to make sure systematic quality assurance methods are used in the administration of the Performance Based Service Award (PBSA) standards included in this PWS. The intent is to ensure that the Contractor performs in accordance with the performance metrics and the Government receives the quality of services required under the award. The QASP details how the performance standards identified in the PWS are measured, who will perform the measurement, the frequency of surveillance, and the acceptable defect rate(s).

1.9.3 Contracting Officer’s Representative: COR will monitor all technical aspects of the contract / task order and assists in contract administration and will be identified through a separate appointment letter with a copy sent to the Contractor. This letter states/affirms the responsibilities and limitations of the COR, especially regarding changes in cost or price, estimates or changes in delivery dates. The COR is authorized to perform the following functions; assure that the Contractor performs the technical requirements of the contract / task order; perform inspections necessary in connection with contract / task order performance;

maintain written and oral communications with the Contractor concerning technical aspects of the contract / task order; issue written interpretations of technical requirements, including Government drawings, designs, specifications; monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel.

1.9.4 Contract Changes - Contracting Officer Only: During contract performance, the Contracting Officer is the only person authorized to approve changes in any of the requirements of this contract. No order, statement, or conduct of Government personnel, including the COR, who visit the Contractor’s facilities or in any other manner communicates with Contractor personnel during the performance of this contract shall constitute a change under the Changes clause of this contract. As such, the Contractor shall not comply with any order, direction, or request of Government personnel that may constitute a change to the requirements of this contract unless it is issued in writing and signed by the Contracting Officer or is pursuant to specific authority otherwise included as a part of this contract.

1.10 Travel / Temporary Duty

Contractor travel is not required to support this contract.

1.10.1 Reserved

1.10.2 Reserved

1.10.3 Reserved

1.10.4 Reserved

1.11 Other Direct Costs (ODCs)

1.11.1 ODC Coordination and Pre-Approval

Other direct costs (ODCs) in the form of printing, packaging, and shipping of “printed media” are anticipated to be required to support this contract (See PWS Section 5.3.4). All ODCs shall be specifically requested in writing by the Contractor and approved in advance by the COR, prior to incurring any ODC expense. The Contractor’s ODC request shall include at a minimum, the following:

• Contract Number;

• Contractor’s estimate cost of ODC to include breakdown of printing, packaging, and shipping;

• Copies of printing, packing, and shipping quotes as applicable to support the Contractor’s estimate of ODC expense; and

• Evidence that sufficient funding is available on the contract to cover the cost of the ODC including the amount of obligated funding in relation to invoiced/paid and executed but not yet billed ODC expenses, if any.

The COR must review and approve/disapprove (as appropriate) all ODC requests submitted, giving written notice of such approval or disapproval to the Contractor. The COR will verify funds are available on the applicable Contract Line Item (or sub–Line Item) as part of their review. The concurrence by the COR affirms that the ODC is reasonable, appropriate, and necessary to execute the contract requirements. The COR will immediately coordinate with the Contracting Office to address any apparent funding shortfall on contract.

1.11.2 ODC Reporting

RESERVED

1.11.3 ODC Reimbursement

1.11.3.1 Direct Costs: Under this contract / task order, the Contractor will be reimbursed for all allocable (i.e., properly assignable), reasonable, and allowable direct expenses (i.e., direct costs as defined in FAR 31.202 “Direct Costs”) incurred for reasonable and necessary ODC expenses (i.e., preapproved by the COR IAW PWS section 1.11.1) in support of this contract / task order at actual costs as set forth in FAR Clause 52.216-7 “Allowable Cost and Payment” subject to the allowability, allocability, and reasonableness provisions and limitations set forth in FAR Part 31 “Contract Cost Principles and Procedures”, specifically Subpart FAR 31.2 “Contracts with Commercial Organizations” (i.e., subparts FAR 31.201-2, FAR 31.201-3, FAR 31.201-4, FAR 31.201-5, and FAR 31.201-6, as applicable) up to the not to exceed ceiling value set forth at the CLIN level for this purpose in each contract performance period. For the purposes of this contract / task order, actual ODC direct expenses include the actual price paid by the Contractor includes taxes paid, if any, and reduced by any and all credits and rebates, whether accrued or realized, associated with the supplies and services provided. See FAR Clause 52.216-7 and FAR Subpart 31.2 for additional information.

1.11.3.2 Indirect Costs: Under this contract, the Contractor will not be reimbursed, neither on a provisional nor on a final basis, any indirect cost (i.e., indirect costs as defined in FAR 31.303 “Indirect Costs”) which might otherwise be allocable to this contract / task order owing to a potential or verified causal-beneficial relationship with the reimbursed direct ODC expenses under this contract / task order. The reimbursement limitation of $0.00 indirect costs dollars herein applies but is not limited to handling charges, general and administrative cost, overhead, and any other indirect cost / indirect cost rate category of the Contractor.

1.11.3.3 Profit/Fee: Under this contract / task order, the Government will not pay the Contractor profit or a fee on any reimbursed ODC expenses.

1.11.3.4 Total Cost Reimbursement

1.11.3.4.1 Under this contract / task order, the specific printing, packaging, and shipping costs are not readily determinable therefore the total ODC costs for this contract / task order are not known / readily determinable. For this purpose, the Government has established a not-to-exceed (NTE) value for the purposes of reimbursing ODC expenses for each Cost Reimbursement (CR) CLIN, or Sub-CLIN (where applicable), under each contract / task order performance period.

All Contractor requests for reimbursement shall be limited to reasonable, allocable, and allowable direct ODC expenses in support of this contract / task order as set forth in the preceding sections and referenced FAR Clauses, Parts, and Subparts covering the reimbursement of these costs. Reimbursement requests shall be submitted as Cost Vouchers within Wide Area Workflow (WAWF) as required in DFARS Clause 252.232-7006 “Wide Are WorkFlow Payment Instructions”, specifically subparagraph (f)(1)(i); with a separately identified payment amount for each CR CLIN, or Sub-CLIN (where applicable), that reasonably reflects the contract / task order work performance for which payment request is being submitted in accordance with DFARS 252.204-7006 “Billing Instructions-Cost Vouchers” subparagraphs (a) and (b); and shall be properly supported with all documentation appropriate to support the type of payment request in accordance with the payment clause, contract / task order financing clause, or Federal Acquisition Regulation 52.216-7, Allowable Cost and Payment, as applicable to the contract / task order, as required in DFARS Clause 252.232-7006 subparagraph (f)(4). Under this contract / task order, the applicable payment clause for the CR ODC CLINs is FAR 52.216-7.

1.11.3.4.2 The documentation submitted with the Cost Voucher in WAWF shall be sufficient to support Government review and validation that the reasonableness, allocability, allowability tests, and limitations set forth in FAR 31.2 and its subsections have been met to ensure only actual allocable, reasonable, and allowable costs are being reimbursed prior to and in support of contract / task order closeout. Under this contract / task order, this documentation submitted in support of Cost Vouchers in WAWF shall include at a minimum, a copy of the COR’s written pre-approval of the ODC before expense was incurred by the Contractor; with all applicable evidence, such as original receipts, substantiating the actual expenses incurred for the ODC reimbursement request; and (3) evidence of the Contractor’s efforts to document the reasonable, allocable, and allowable tests set forth in FAR 31.2 within its accounting records were accomplished for the incurred ODC expenses included in the payment request (i.e., Cost Voucher) prior to submitting the reimbursement request. Claimed direct ODC expenses submitted on payment requests under this contract / task order are subject to audit and the invoiced costs are subject to adjustment as set forth in FAR 52.216-7(g). See FAR Subpart

42.803 “Disallowing costs after incurrence” for additional information.

1.11.3.4.3 Under this contract / task order, the not-to-exceed ceiling amounts for the CR ODC CLINs, once established under this contract / task order, are not anticipated to change. However, should the Government determine that a revision to the NTE ceiling amount is needed in any given contract / task order performance period, the changes will be negotiated/coordinated with the Contractor and adopted via a bilateral contract / task order modification at that time. The aggregate of all reimbursed ODC expenses under this contract / task order shall not exceed the total NTE value and funded amounts set forth at the CR ODC CLIN level for this purpose under each contract / task order performance period. Funding under these CLINs may be provided incrementally or in full as set forth in FAR 52.232-20 and 52.232-22, respectively. The Contractor shall provide timely notice regarding funds utilization, as applicable to the acquisition circumstances for the specific CR ODC CLIN during each contract / task order performance period, as set forth in these clauses. Except as required by other provisions of this contract / task order, specifically citing and stated to be an exception to either clause 52.232-20 or 52.232-22, as applicable to the respective performance period, the Government is not obligated to reimburse the Contractor for incurred costs in excess of the total CR ODC CLIN NTE value and allotted funding for this purpose under each contract / task order performance period nor is the Contractor obligated to continue performance of this reimbursable portion of this contract / task order or otherwise incur costs for this purpose in excess of the funded amount stated on the CR ODC CLIN in a performance period unless and until the conditions set forth in FAR 52.232- 20(d) and 52.232-22(f), respectively, have been satisfied.

1.11.3.4.4 For additional information regarding the processes, procedures, and limitations governing reimbursement of costs under this contract / task order, see contract / task order clauses FAR 52.216-7 “Allowable Cost and Payment”, FAR 52.232-20 “Limitation of Cost”, FAR 52-232-22 “Limitation of Funds”, DFARS 252.204-7006 “Billing Instructions-Cost Vouchers”, DFARS 252.232-7006 “Wide Area WorkFlow Payment Instructions” included in this contract / task order.

1.12 Contractor Employee Telework

The Government has determined that all task areas within this PWS are suitable for telework. Telework for Contractor employees regularly supporting this PWS from outside of Government facilities at the primary place of performance are subject to the telework policies of the Contractor.

If the Contractor uses Government-furnished equipment (GFE), the Contractor will use and protect the equipment in accordance with Marine Corps Order (MCO) 5239.2B Marine Corps Cybersecurity requirements and procedures. GFE will be serviced and maintained by the Government. The Contractor agrees to comply with the terms of computer software license and copyright agreements, computer virus and protection requirements and procedures.

No classified documents (hard copy or electronic) may be taken to, or created at, the Contractor’s alternative worksite. If classified telework is authorized at an approved alternative secure location, teleworkers must comply with the procedures established by DoD 5200.01-R and the DoD Component regarding such work. For Official Use Only (FOUO) and controlled unclassified information (CUI) data may be taken to alternative worksites, if necessary, ensure precautions are taken to protect the data, consistent with DoD regulations.

The Government will not be responsible for operating, maintenance, or any other costs (e.g., utilities, installation of broadband or telephone lines, etc.) associated with the use of the Contractor employee’s residence under approved telework supporting this PWS. The Government is not liable for damages to a Contractor's personal or real property while the Contractor is working at home, except to the extent the Government would be held liable by the Federal Tort Claims Act.

1.13 Recognized Holidays

The following provides information on recognized holidays for the purpose of the PWS. If submittal of any documentation (e.g., deliverables, submittals, etc.) deadlines fall on a holiday, the closest workday prior to the holiday will apply as the deadline for submittal.

1.13.1 U.S. Holidays

Work shall not be performed on U.S. federally recognized holidays occurring during the normal workweek unless otherwise directed by the Contracting Officer. When a U.S. holiday occurs on a Saturday or a Sunday, the holiday is observed on the preceding Friday or following Monday, respectively.

List of recognized Federal Government holidays are as follows:

New Year’s Day 1st day of January Dr. Martin Luther King’s Birthday 3rd Monday of January Presidents Day 3rd Monday of February Memorial Day Last Monday of May Juneteenth 19th of June Independence Day 4th day of July Labor Day 1st Monday of September Columbus Day 2nd Monday of October Veteran’s Day 11th day of November Thanksgiving Day 4th Thursday of November Christmas Day 25th day of December

1.13.2 Reserved

1.14 Operating Hours: The Government facility office hours, facility operating hours, and the Contractor support hour requirements often coincide, however, they may differ. Please refer to the following.

1.14.1 Government Facility Office Hours: The Government facility office hours are generally between 0700 to 1700 local time, Monday through Friday except for U.S. Holidays identified in paragraph 1.13.1 above or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings.

1.14.2 Government Facility Operating Hours: The Government facility operating hours are 24 hours per day, 365 days per year. The Government facility is open for operations during the recognized U.S. Holidays identified in paragraph 1.13.1 above. The Government facility may close due to local or national emergencies, administrative closings, or similar Government directed facility closings and will be communicated by the Contracting Officer to the Contractor.

1.14.3 Contract / Task Order Support Hours: The Contractor is responsible for conducting business in support of this contract / task order during the days and hours appropriate to ensure timely coordination and accomplishment of required tasks and deliverables. The Contractor shall at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS 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. For other than firm fixed price contract / task orders, the Contractor will not be reimbursed when the Government facility is closed for the above reasons.

In the event of a Government shutdown, performance under this contracts if appropriately funded, shall continue in accordance with the respective contract terms and conditions and governing facility procedures subject to any applicable limitations set forth in FAR 52.232-18 Availability of Funds, FAR 52.232-19 Availability of Funds for the Next Fiscal Year, FAR 52.232-20 Limitation of Costs, FAR 52.232-22 Limitation of Funds, and DFARS 252.232-7007 Limitation of Governments Obligation, as applicable to this contract and performance period.

1.15 Contractor Personnel Requirements: The Contractor is responsible for providing sufficient quantities of technically qualified Contractor personnel to perform the work specified in this PWS. The Contractor shall maintain the personnel, organization, and administrative control necessary to ensure that the work delivered meets the contract specifications and requirements. The Contractor shall maintain minimal personnel turnover throughout the life of the contract and ensure continuity of services during personnel absences due to sickness, leave, and voluntary or involuntary termination from employment such that impact to the Government is minimal. The Contractor shall ensure personnel assigned to support this contract are properly qualified and are experienced with the complexities associated with FH, UH, and PPV Housing, and/or large-portfolio residential property management. Contractor personnel shall be capable of supporting data collection and analysis efforts using web-based survey tools to support continuity and comparability with data and analyses from previous survey efforts to permit direct comparison of data and allowing benchmark capabilities and trend analysis for its neighborhoods, buildings and complexes, other military services, PPV Housing Partners, and private sector firms from current and prior year surveys.

1.15.1 General Skills and Qualifications – All Contractor Personnel/Functions. All Contractor personnel supporting this contract shall:

▪ Able to work independently;

▪ Able to conduct themselves in a professional manner and have proper telephone and e-mail etiquette, customer service techniques, and organizational skills;

▪ Able to direct Contractor personnel and interfacing with the Government and customers if performing in a Contractor leadership capacity;

▪ Able to communicate applicable technical subject matter expertise to management and others;

▪ Possess strong written and oral communication skills in the English language. All Contractor personnel must be able to read, write, speak, and understand English;

▪ Possess training and experience that is appropriate for the tasks to which they will be assigned;

▪ Possess exceptional customer service skills; and

▪ Possess strong time-management and prioritization skills.

1.15.2 Additional Requirements - Key Personnel / Functions.

The Government has not designated any key personnel/functions for this requirement.

1.15.3 RESERVED

1.16 Identification of Contractor Employees

Pursuant to DFARS 211.106, Contractors shall take all means necessary to not represent themselves as government employees. All Contractor personnel attending meetings, answering Government telephones, and working in other situations where their Contractor status is not obvious to third parties must identify themselves, to include proper marking of signature blocks in correspondence, to avoid creating an impression in the minds of members of the public that they are Government officials. Contractor-occupied facilities (on Department of the Navy or other Government installations) such as offices, separate rooms, or cubicles must be clearly identified with Contractor supplied signs, name plates or other identification, showing that these are work areas for Contractor or subContractor personnel.

1.16.1 Contractor ID

Contractor personnel supporting this contract / task order must be clearly identifiable while on Government property by wearing appropriate badges at all times. These badges shall be worn at all times and presented for examination upon request from the Contracting Officer, COR, Military Police, or any other Government Official with a need to see the badge. The Contractor(s) and its employees shall be subject to all traffic, security, and registration regulations for personnel and vehicles.

1.16.1.1 Common Access Card

Some government facilities/installations require Contractor personnel to have a Common Access Card (CAC) for physical access to the facilities or installations. Contractors supporting work that requires access to any DoD IT/network also requires a CAC. Granting of logical and physical access privileges remains a local policy and business operation function of the local facility.

The Contractor is responsible for obtaining the latest facility/installation and IT CAC requirements from the applicable local Security Office. All Contractor employees requiring a CAC shall coordinate through the COR and complete a DD Form 1172-2 (it is anticipated the Contractor will be able to schedule appointment with CAC card issuing facility within 48-72 hours of submitting DD1172-2). Pursuant to DoD Manual (DoDM-1000.13-M-V1), issuance of a CAC is based on the following four criteria:

a. Eligibility for a CAC. To be eligible for a CAC, Contractor personnel’s access requirement shall meet one of the following three criteria: (a) individual requires access to multiple DoD facilities or access to multiple non-DoD Federal facilities on behalf of the government on a recurring bases for a period of 6 months or more, (b) individual requires both access to a DoD facility and access to DoD network on site or remotely, or (c) individual requires remote access to DoD networks that use only the CAC logon for user identification.

b. Verification of DoD affiliation from an authoritative data source. CAC eligible personnel must be registered in the Defense Enrollment Eligibility Reporting Systems (DEERS) through either an authoritative personnel data feed from the appropriate Service or Agency or Mission Partner Identify, Credential, Access management (MP ICAM) System.

c. Completion of background vetting requirements according to FIPS PUB 201-2 and DoD

Regulation 5200.2-R. The completion of Federal Bureau of Investigation (FBI) fingerprint check with favorable results and submission of a National Agency Check and Inquiries (NACI) investigation to the Office of Personnel Management (OPM), or a DoD-determined equivalent investigation. NOTE: Contractor personnel requiring logical access shall be required to obtain and maintain a favorable National Agency Check with Law and Credit (NACLC) investigation.

d. Verification of a claimed identity. All Contractor personnel shall present two forms of identification in their original form to verify a claimed identity. The identity source documents must come from the list of acceptable documents included in Form I-9, OMB No. 115-0136, Employment Eligibility Verification. Consistent with applicable law, at least one document from the Form I-9 list shall be a valid (unexpired) State or Federal Government-issued picture identification (ID). The identity documents will be inspected for authenticity, scanned, and stored in the DEERS.

When a Contractor requires logical access to a Government IT system or resource (directly or indirectly), any CAC provided to Contractor or subContractor personnel in support of this contract, must utilize a Public Key Infrastructure (PKI) certificate. Pursuant to DoDM 1000.13- V1, CAC PKI certificates will be associated with an official Government issued e-mail address (e.g. .mil). Prior to receipt of a CAC with PKI, Contractor personnel shall complete the mandatory Cybersecurity Awareness training, Personally Identifiable Information Training, and submit a signed System Authorization Access Request (SAAR) form to the COR to include copies of current training completion certificates for the following items:

• DoD Cyber Awareness Challenge; and

• DON-DoD Mandatory Controlled Unclassified Information (CUI) Training

1.16.1.2 Pentagon Access Badge

Pursuant to the following authorities: 10 U.S.C. 2674, Operation and Control of Pentagon Reservation and defense facilities in National Capital Region; 32 CFR 234, Conduct on the Pentagon Reservation, as amended; DoD Directive (DoDD) 5105.68, Pentagon Force Protection Agency (PFPA); DoDI 5200.08, Security of DoD Installations and Resources and the DoD Physical Security Review Board (PSRB); DoD Manual 5200.08 v3, Physical Security Program:

Access to DoD Installations; OSD Administrative Instruction 30, Force Protection on the Pentagon Reservation; and Directive-Type Memorandum (DTM) 09-12, Interim Policy Guidance for DoD Physical Access Control, all Contractor employees providing support to government staff in the Pentagon and requiring access to the Pentagon in support of this contract / task order’s requirements shall coordinate completion of Form DD2249 Pentagon Facilities Access Enrollment with the COR and/or corresponding Pentagon Marine Corps security office.

Perimeter swipe access to facilities protected by the Pentagon Force Protection Agency is granted are coordinated through the Director, Administration and Resource Management (ARS) and issued by the Pentagon Force Protection Agency (PFPA) through the submission of Form

DD 2249.

1.16.1.3 Other Government Facility Badge Requirements

While on Government installations/facilities, Contractors shall abide by each site’s security badge requirements. Various Government installations are continually updating their security requirements to meet Homeland Security Presidential Directive (HSPD-12) identification standards. Contractors are responsible for obtaining and complying with the latest security identification requirements for their personnel. Contractors shall submit valid paperwork (e.g., site visit request, request for picture badge, and/or SF-86 for CAC) to the applicable Government security office via the COR. The Contractor FSO shall track all personnel holding local Government badges on the task order.

1.17 Security Requirements:

1.17.1 Government Facility Access:

Contractor personnel shall physically access government facilities and installations for purposes of site visitation, supervisory and quality evaluation, work performed within government spaces (either temporary or permanent), or meeting attendance. Individuals supporting these efforts shall comply with the latest security regulations applicable to the government facility/installation. Access to Government buildings will be granted to Contractor(s) staff, when needed. The Contractor(s) is required to wear site-access badges at all times while on-site.

Contractor(s) personnel shall follow procedures established at each site for ensuring the security of the building, equipment, materials and personnel who are working in and around facilities.

See Section 1.16 and 1.16.1 above for Contractor Identification requirements when in government facilities and Sub-Sections 1.16.1.1 through 1.16.1.3 for Pentagon and other government facility identification / badge requirements.

Contractor personnel who need to access government spaces will require a visitor request submitted by the contract company via Defense Information System for Security (DISS). If Contractor personnel are not in DISS, a Visitor Authorization Letter (VAL) on company letterhead must be submitted with the following information: company name, address, telephone number, assigned Commercial and Government Entity (CAGE) Code, Contractor personnel(s) full name, full social security number (SSN), date of birth (DOB), place of birth (POB), citizenship status, contract / task order number, and visit dates for the length of the contract / task order.

1.17.2 Data Access:

This is an unclassified contract. Access to classified information is not required to execute this contract and will not be provided to Contractor personnel.