MAS - WHR Group, Inc. - GS33F0002W

GSA FEDERAL SUPPLY SERVICE

AUTHORIZED SCHEDULE PRICE LIST

GSA

Multiple Award Schedule GSA Contract Number: GS-33F-0002W

Effective October 6, 2019

800-523-3318 (P) 262-523-2805 (F) www.WHRG.com

EMPLOYEE RELOCATION SERVICES

Special Item Numbers Awarded:

SIN 531

Employee Relocation Solution http://www.whrg.com/

WHR Group 2

WHO WE ARE

WHR Group Inc. (WHR) is a privately owned, client-driven global relocation services firm distinguished by its best-in-class service delivery and cutting-edge, proprietary technology.

• 100% Client Retention Rate for the past decade • Awarded a GSA Employee Relocation Solution Contract in 2009 under contract #GS33F0002W

• Client and employee customer satisfaction scores of 98%

• WHR is consistently ranked as a best place to work by its employees. Voted a Top Workplace in 2020, making it our 7th consecutive year

• Independent of any affiliation with a real estate company, van line, or any other member of the relocation supply chain

• Rated as “exceptional” in most recent contractor assessment audit as evaluated by the GSA

WHR Group 3

Schedule Title and FSC Group, Part and Section:

Multiple Award Schedule, Employee Relocation Solution

FSC Class: V301

Contract Number: GS-33F-0002W Modification No. PO-0028

Contract Period: October 6, 2019 -

October 5, 2024

Contractors Name, Address, Phone Number: WHR Group, Inc.

N27 W23681 Paul Rd.

Pewaukee, WI 53072 800-523-3318 (P)

Contract

Payment by Government Commercial Credit Card: No

Discount for Payment by Government Commercial Credit Card: N/A

Time of Delivery: Per schedule

Ordering Address and Points of Production are the same: WHR has one centralized facility.

WHR Group, Inc.

N27 W23681 Paul Rd.

Pewaukee, WI 53072 800-523-3318 (P) 262-523-2805 (F) paul.deboer@whrg.com

Administrative Source:

Contact Information Source:

Business Size:

Maximum Order:

Minimum Order:

Geographic Region:

Paul De Boer, President WHR Group, Inc.

N27 W23681 Paul Rd.

Pewaukee, WI 53072 800-523-3318 (P) 262-523-2805 (F) 708-280-8824 (M)

Dave Peters, CRP Government Client Services Manager 800-523-3318 (P) 262-523-2805 (F) dave.peters@whrg.com

Other Than Small

$1,000,000

$100

Worldwide

Payment Address: WHR Group, Inc.

Attn: Accounting N27 W23681 Paul Rd.

Pewaukee, WI 53072 800-523-3318 (P) 262-523-2805 (F)

Data Universal Number Systems (DUNS) Number: 09-070-6516

Notification Regarding Registration in System for Award Management (SAM) Database:

Registered

Discount from list prices of statements of net prices: Prices are net;

discounted prices to the government

Prompt Payment Terms: None - Net 30

GENERAL SERVICES

Federal Supply Service Schedule Price List Online access to WHR Group’s price list terms and conditions are available through GSA Advantage at www.gsaadvantage.gov mailto:paul.deboer@whrg.com mailto:dave.peters@whrg.com http://www.gsaadvantage.gov/

WHR Group 4

SIN 531: Appraised Value & Amended Value Transactions Proposed pricing is inclusive of the 0.75% Industrial Funding Fee (IFF) which will be calculated as a percentage of service fees charged to the government.

Appraised Value Sale:

WHR will provide a guaranteed offer to purchase an employee’s home after the property is appraised and inspected.

The employee will have the option of accepting the guaranteed offer and selling the home directly to WHR. Under the statement of work and agency guidelines, the employee will receive his or her equity based on this guaranteed value.

Additionally, the employee will have the option to list and market the property during the offer period in an attempt to better the guaranteed amount.

Amended Value Sale:

Employees may receive an outside offer from a qualified buyer. If this occurs, WHR may purchase the home from the employee based on this offer price. WHR will determine the validity of the offer and, if acceptable, will close the sale with the employee based on the net offer amount. The offer must be presented prior to the employee’s acceptance of the guaranteed offer and will result in a lower fee to the agency.

Pricing Option

Home Sale Program

Type

Acquisition Price Range

Up to $99,999 $100,000 - $499,999 $500,000 - $749,999 Over $750,000

Option 1

Full Choice Homesale with Mortgage Payoff

Appraised Value Sale

28.50% ($15,000 min) 28.50% 28.50% 28.50%

Amended Value Sale

12.50% ($9,000 min) 12.25% 12.25% 12.25%

Option 2

Full Choice Homesale with Delayed Mortgage Payoff

Appraised Value Sale

28.00% ($15,000 min) 28.00% 28.00% 28.00%

Amended Value Sale

12.50% ($9,000 min) 12.00% 12.00% 12.00%

Option 3

Managed Homesale with Mortgage Payoff

Appraised Value Sale

27.50% ($15,000 min) 27.50% 27.50% 27.50%

Amended Value Sale

12.00% ($9,000 min) 11.00% 11.00% 11.00%

Option 4

Managed Homesale with Delayed Mortgage Payoff

Appraised Value Sale

27.00% ($15,000 min) 27.00% 27.00% 27.00%

Amended Value Sale

12.00% ($9,000 min) 11.00% 11.00% 11.00%

WHR Group 5

SIN 531: Buyer Value Option Transactions Proposed pricing is inclusive of the 0.75% Industrial Funding Fee (IFF) which will be calculated as a

Buyer Value Option:

This is a home sale program similar to Appraised Value in that it offers the full benefits of a Guaranteed Buyout, but the guaranteed offer is based on an outside buyer’s offer amount. The home is purchased by WHR at the net amount of the outside buyer’s offer, and the home is closed with the homeowner based on this value. This is a lower cost option to Appraised Value but provides a similar level of benefit to the employee.

Home Sale Program

Type

Acquisition Price Range

Up to $99,999 $100,000 - $499,999 $500,000 - $749,999 Over $750,000

Option 1

Full Choice Homesale with Mortgage Payoff

Standard

BVO

12.50% ($9,000 min) 12.00% 12.00% 12.00%

BVO

Sale Fall- Through No Rebill

16.00% 16.00% 16.00% 16.00%

Option 2

Full Choice Homesale with Delayed Mortgage Payoff

Standard

BVO

12.50% ($9,000 min) 12.00% 12.00% 12.00%

BVO

Sale Fall- Through No Rebill

16.00% 16.00% 16.00% 16.00%

Option 3

Managed Homesale with Mortgage Payoff

Standard

BVO

11.50% ($9,000 min) 10.50% 10.50% 10.50%

BVO

Sale Fall- Through No Rebill

15.00% 14.50% 14.50% 14.50%

Option 4

Managed Homesale with Delayed Mortgage Payoff

Standard

BVO

11.50% ($9,000 min) 10.50% 10.50% 10.50%

BVO

Sale Fall- Through No Rebill

15.00% 14.50% 14.50% 14.50%

WHR Group 6

SIN 531: Special Handling Transactions Proposed pricing is inclusive of the 0.75% Industrial Funding Fee (IFF) which will be calculated as a

Special Handling Home Sale Services:

These fees apply to those properties that are deemed by WHR and the agency to be either especially difficult to sell or where the property value is extremely difficult to establish. Prior agreement between WHR and the agency is necessary before a property would be acquired under these circumstances. The following would be examples of such a property:

• Homes in extremely rural areas with no appraisers located within 50 miles

• Homes in excess of $1,000,000

• Homes with atypical lot sizes for the area (e.g., 10-acre lot where majority of homes sit on 1 acre or less)

• Homes in foreclosure proceedings

• Homes with environmental issues (e.g., mold, radon, toxic substances, etc.)

• Mobile homes

• Co-ops in communities where this is not the norm

Home Sale Program

Type

Acquisition Price Range

Up to $99,999 $100,000 - $499,999 $500,000 - $749,999 Over $750,000

Option 1

Managed Home Sale with Mortgage Payoff Appraised Value Sale

34.00% ($15,000 Minimum) 34.00% 34.00% 34.00%

Amended Value Sale

14.00% ($9,000 Minimum) 13.00% 13.00% 13.00%

Option 2

Managed Home Sale with Delayed Mortgage Payoff Appraised Value Sale

33.00% ($15,000 Minimum) 32.50% 32.50% 32.50%

Amended Value Sale

14.00% ($9,000 Minimum) 12.50% 12.50% 12.50%

WHR Group 7

SIN 531: Property Management Services Proposed pricing is inclusive of the 0.75% Industrial Funding Fee (IFF) which will be calculated as a

WHR will provide support to an employee on temporary or permanent assignment inside or outside the United States and who would rather retain and rent their property than sell the home.

Property Management Property Management Service

Fee Per service month $616

Leasing Fee - New Tenant 12% of annual rent Leasing Fee - Lease Renewal No fee

WHR Group 8

SIN 531: Move Management Services Proposed pricing is inclusive of the 0.75% Industrial Funding Fee (IFF) which will be calculated as a

GSA’s Centralized Household Goods Traffic Management Program (CHAMP) move management services for domestic and international shipment of household goods, autos, boats, and mobile home services from initial notification of move through completion of all services.

Available services include:

• Entitlement and Pre-Move Counseling

• Transportation Service Provider (TSP) Selection, according to agency preferences

• Ordering TSP Services

• Cost Estimates

• Coordination of the Transportation and Storage of Goods

• Quality Control and Service Performance Audit

• Claims Preparation, Filing, and Settlement

• Prepayment Audits

• Submission of invoices to GSA Post-Payment Audit Division

• TSP Payment

• Move Management Reports

Agencies must specify the services required and agency requirements for each service.

TDRS/CHAMP Teaming Unit of Issue Government Rate

Move Management Fee for Domestic Moves Per employee move $350

Move Management Fee for International Moves Per employee move $350

WHR Group 9

SIN 531: Relocation Services (Additional) Proposed pricing is inclusive of the 0.75% Industrial Funding Fee (IFF) which will be calculated as a

Cost of Living Analysis:

Outside consultants report on the cost of living differential between old duty station and new duty station.

Closing Assistance:

WHR will not provide a Guaranteed Buyout, BVO, or marketing assistance. WHR will simply coordinate the closing of an employee’s independent home sale transaction.

Expense Management (with or without a W-2):

WHR will coordinate and track employee relocation expenses in conjunction with the ordering agency’s relocation program to ensure compliance. In addition, WHR can provide a W-2 per agency requirements if required.

Entitlement Counseling:

WHR will explain to the employee what services he or she is eligible to receive under the agency’s relocation program and advocate these benefits on the agency’s behalf.

Customized Management Reports:

Customized management reports are provided at no fee.

Agency-Specific Program Materials:

Agency-specific program materials are provided at no fee, but production costs and material costs will be charged back to the ordering agency.

Training and Travel:

WHR will provide transition and implementation training as necessary and requested, and WHR will travel to the agency’s location to provide such support.

Additional Service (Type) Unit of Issue Rate

Cost of Living Analysis Per service $100, plus any direct cost of report from Data Provider

Closing Assistance Per service $750 Expense Management (with or without a W-2) Per homeowner/ per renter $495/homeowner; $300/ renter

Entitlement Counseling Per employee $300/employee Customized Management

Reports N/A No fee

Agency Specific Program Materials N/A No fee; production at cost

Training and Travel Per WHR employee $500 per WHR employee per day;

Travel & Per Diem IAW FTR

WHR Group 10

International Services:

Temporary Living:

Temporary living provides coordination support for the employee in finding temporary accommodations in the new duty station.

Pre-Decision Trip Coordination:

This service provides the employee an opportunity to travel to the new duty station with factual information about the new location. This allows an employee to make a decision on the new location and if it is financially viable.

Immigration and Visa Coordination:

WHR will provide clients with the needed information and assistance to process the applicable country immigration documents and visa applications.

Orientation and Area Tours:

WHR coordinates area orientation tours customized to provide a detailed overview of living in a new country location.

Home Search Assistance:

WHR’s home search assistance provides personalized coordination for the employee in searching out a new home in the new country location. This could encompass a rental or purchase dependent, upon the employee’s personal desire.

Settling-In Assistance:

This service provides a comprehensive orientation to the new location by offering assistance with city tours, tips on living in the new country, medical and dental care, reliable handyman, utility coordination, introductions to local expat groups, banking assistance, registration, and local insurance practices, etc., allowing for the expat to adjust to the new location.

Local Registration:

WHR will assist the employee with getting registered with the local authorities. Many countries require expats to apply for a residence permit within the local country.

School Search Assistance:

This benefit offers a comprehensive overview of the educational options in a new country for the relocating family, such as evaluations on local schools, which schools match the children’s curriculum, organization of placement, arrangement of interviews and tours, and advisement on costs.

Airport Pick Up:

This is a service designed to pick an employee up the first time the employee enters the new location, acting as a personalized guide as the employee is oriented to the new location.

Tenancy Management:

WHR will act as the point of contact between the employee and the landlord by providing ongoing tenancy management support and assistance. Services include the track of lease dates, advisement on property market, negotiation of rents and other terms and conditions, assistance with documentation and contracts, and assistance in closing out the lease.

Departure Assistance:

WHR’s departure assistance services assists with lease cancellation, closing of utilities, closing of other accounts, arrangement of household goods move, deregistration from local authorities, and any other requirements that need to cease in the expat location.

Property Management:

WHR offers property management support to an employee on temporary or permanent assignment inside or outside the United States, and who would rather retain and rent their property than sell the home.

Bundled Program:

Covers a combination of all of the services and can be customized to the specific needs of the employee.

WHR Group 11

International Services (Cont.):

Temporary Living Per service $350 plus direct costs

Pre-Decision Trip Coordination Per service $750 plus direct costs

Immigration and Visa Coordination Per service $750 plus direct costs

Orientation and Area Tours Per service $350 plus direct costs

Home Search Assistance Per service $350 plus direct costs

Settling in Assistance Per service $350 plus direct costs

Local Registration Per service $350 plus direct costs

School Search Per service $350 plus direct costs

Airport Pickup Per service $350 plus direct costs

Tenancy Management Per service $350 plus direct costs

Departure Assistance Per service $350 plus direct costs

WHR Group 12

Destination Services:

WHR will assist employees with all necessary housing needs in the new location, including temporary living, rental assistance, or home purchase assistance.

Mortgage Counseling:

WHR will counsel employees regarding local and nationally available mortgage programs that meet the employee’s financial objectives and qualifications.

Sale Closing Services (Closing Assistance Plus™):

WHR’s comprehensive closing assistance program, Closing Assistance Plus™, provides agency savings with enhanced employee relocation assistance supporting direct reimbursement and employee self-moves. The program provides dedicated counselor support to close the independent sale for the employee, voucher filing assistance of reimbursable costs, agency de-obligation of funds notice, and destination support.

Agency Benefits

• Full access to WHR technology, including status reporting and online document review

• Simple Move Real Estate Referral and Commission Reduction Program

• Cost savings with commission reduction on departure closing with employee participation in Simple Move Real Estate referral program

• Temporary housing savings—employee does not attend closing; moving and settling-in sooner

• De-obligation of funds notice based on actual final closing costs

• Increase efficiency and timeliness of employee voucher process

• Enhanced employee satisfaction

Employee Benefits

• Full access to WHR technology, including mobile app providing status support

• Listing agent assistance; marketing updates; third party offer review

• Employee represented at closing—saving time and resources

• Voucher preparation assistance with documentation

• Destination support for home finding

• SimpleMove™ real estate rebate program at departure and destination—employee receives $5.00 per $1,000, no cap, subject to state real estate regulations

• Mortgage and temporary housing referrals

The WHR Relocation Counselor will be the employee’s advocate through the relocation process from departure to destination facilitating the coordination of the following services.

Departure Services

• SimpleMove™ commission reduction through agent referral listing program

• Coordinate with the WHR closing network to facilitate required closing paperwork to be sent to the employee

• Coordination with listing agent and WHR closing network for closing requirements

• Represent the employee at the closing through a power of attorney to execute required paperwork

• Review estimated closing settlement statement with employee for approval and review of reimbursable closing costs

• Close the sale for the employee with sales proceeds sent to the employee from the closing agent based on employee instructions

• Prepare and send a sample voucher reimbursement request with supporting closing documentation for the employee

• Advise the authorizing official of final closing costs to ensure timely de-obligation of funds that were obligated for direct reimbursement home sale costs

Destination Services

• New home search support—recommendation of real estate agent based on employee requirements for new home area

• SimpleMove™ rebate program option with rebate to the employee based on the purchase price at $5.00 per thousand

• Referral to national lenders for no-cost application with enhanced relocation rates and benefits

• Referral to GSA schedule temporary housing agents to assist in locating suitable temporary housing

• Notification to agency of new home closing

WHR Group 13

Marketing Assistance:

WHR will work with employees to achieve a home sale in the departure location when a BVO or Guaranteed Buyout is not included in their benefit package. WHR will provide experienced real estate agents, objective pricing recommendations, pre-listing consultations or marketability, and a continuous monitoring of the marketing of the home from listing to closing.

Destination Services

Per service

$750, but no fee if WHR collects referral fee from destination real estate broker

Mortgage Counseling Per service No fee

Closing Assistance Plus Per service $750

• Awarded a GSA Employee Relocation Solution Contract in 2009 under contract #GS33F0002W