12R0007_RELO_Q As_.xls

XLS spreadsheet 127 KB Posted Feb 29, 2012

Attached to: Relocation Mangement Services
Solicitation number: HSSS01-12-R-0007
Issued by: Department of Homeland Security US Secret Service

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File	Type	Posted
SF30.pdf	PDF	Feb 29, 2012
HSSS01-12-R-0007_Sections B-M_Rv1.doc	DOC document	Feb 6, 2012
Attch 3_Past-Present Perf Questionnaire.doc	DOC document	Feb 3, 2012
SF33.pdf	PDF	Feb 3, 2012
Attch 2_PRS.doc	DOC document	Feb 3, 2012
Attch 1_PWS.doc	DOC document	Feb 3, 2012
HSSS01-12-R-0007_Sections B-M.doc	DOC document	Feb 3, 2012
Attch 4_SB SubKtg Plan Cklist.doc	DOC document	Feb 3, 2012

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Sheet1

Relocation Management Services
HSSS01-12-R-0007
Question Number	Solicitation Reference*	Additional Reference	Question	Response
1	RFP	Section B.4.1 Pricing Schedules	There are no CLIN’s for Move Management and Appraised Value Sales. Please consider adding these.	The USSS does not use Move Management. The service has been added to the Rider fee table. Definition of Regular Sale under B-4 Schedules has been changed to include Appraised Value Sales, consistent with PWS B.4.
2	RFP	Section B.4.1 Pricing Schedules	Please explain what information is being requested looking in the various CLIN’s. For example, is the pricing field a fixed dollar amount, only for administrative costs subject to Economic Price Adjustment (EPA) and the percentage field for non –administrative fixed costs exempted from the EPA?	In the RFP, Section B-4 PRICE SCHEDULES, offerors should be completing fee tables only. The purpose of CLIN tables are for Task Order funding only. The calculation for CLINS will be the fee percentage rate times the acquisition cost or fee dollar amount times the service quantity. See SF30 amended changes to Section B.
3	RFP	Section B.4, page 5	The definition of a Regular Sale does not include Appraised Value Sale – please consider adding this to the definition. In addition, the inclusion of BVO, Amended Value, Amended Sale and Closing Assistance are not typically defined as a Regular Sale. You have defined them separately – please explain why they are in the Regular Sale category.	See answer to question 2 and SF30 amended changes to Section B.
4			How is the EPA determined?	See SF30 amended changes to Section B.
5			Is a mandatory marketing period required before the employee can begin the home sale program?	No
6	RFP	Section G-6-Discount Terms	Will the selected vendors’ pricing be a move management fee per shipment as well as the normal tariff pricing & discount?	We're looking for offerors to propose a fixed fee for services and a discount that will be applied to those fees.
7	RFP	Section G-6-Discount Terms	Will the discount to be applied to the household goods shipments be based upon the GSA TMSS Move Management rates or a fixed discount off of the GSA tariff in the contract award?	No. See anser to question 6.
8	RFP	Section L-7, Required Submission	Please confirm that the Title Page, Table of Contents, List of Acronyms, and RFP- to -Proposal Cross-reference Matrix do not count against the total page count of each proposal volume.	Confirmed
9	RFP	Section L-7, Required Submission	Given the scope of the required information, we request that the page limitations for Volume III be raised to at least 25 pages. Justification: A 10 page limit for Volume III. RFP Page 38 of 44, Volume III – Technical and Organizational establishes the content of Volume III. Section 1 instructions require the offeror to describe their technical approach to the seven PWS categories, and to demonstrate how we will meet or exceed the AQL standards. Section 2 requires the Project Manager resume and a discussion of other personnel. Section 3 requires a financial status discussion and a D&B Comprehensive Insight Plus Report. These requirements, even when addressed as concisely as possible, only leave the offeror 4-5 pages to describe their approach to the entire PWS, and to describe recommendations to enhance the program.	Page limitations are changed as such:

Volume II - Past and Present Performance is limited to 10 pages Volume III – Technical and Organizational is limited to 50 pages

10	RFP	Section M-2.A.5	Is the selected vendor allowed to have a teaming arrangement with an outside company to provide property management services?	Yes
11	RFP	Section M-1	Please describe the criteria that will be used for weighting each category of the sample evaluation scorecard. Will a number system or some other criteria be used?	A numerical weighting system will not be used. An adjectival rating system will be used as such:

Proposal Merit---Superior, Satisfactory, Marginal, Unsatisfactory Past Performance---Neutral, superior, Satisfactory, Unsatisfactory

	12	PWS	Attachment J, Section 3	It is understood there is an estimate of 100 transferees who will use the home sale service. Is there an estimate on the total number of total relocations, and specifically the number of household goods moves?	The estimated 100 transferees is the USSS estimate per year. On average the Riders have approximately 60 moves per year. The USSS does not utilize the HHG moves. There is no estimate of HHG moves.
	13	PWS	Attachment J, Section 3	What portions of the estimated 100 transferees have historically used property management services?	The USSS does not use Property Management.
	14	PWS	Attachment J	In the Performance Work Statement, 100 transferees are estimated to utilize home sale services. Does this number include FLETC and IRS? If not, please provide an estimate of their volume or 2011 actual volume.	See answer to Question 12.
	15			Please provide the primary locations US Secret Service historically have mobility needs.	Within most major cities in the country. The top 5 locations are Washington DC, Los Angeles, New York, Miami and Houston.
	16			Please provide an estimate of transferees for non-home sale services: Property Management, Closing Services, Move Management, Rental Assistance, etc.	These services are as-needed. An estimate is not available.
	17			How many projected annual international household goods moves will be handled under this award? Are there any agency specific inclusions? What amount of valuation would be required?	The USSS does not use Property Management. Rider projections are not available.
	18			Please provide the number/percentage of homesale transactions for BVO, Amended, Amend from Zero and Appraised Value for USSS and all riders.	Unable to provide information.
	19			Please provide recent average values for BVO, Amended, Amend from Zero and Appraised Value Homes, separately.	Unable to provide information.
	20	PWS	Attachment J, Section B.3.2	Are appraisers allowed to include foreclosures and short sales in their report when deemed appropriate?	Yes
	21	PWS	Attachment J, Section B.3.2	Are appraisers allowed to make forecasting adjustments when deemed appropriate?	Yes
	22	RFP	Pages 7-11	In the two pricing grids ( Secret Service and Brokers ) there is no line item for Regular Sale. Should there be?	See answer to Question 2.
	23	RFP	Pages 7-11	In the Contract Line Items grid why is there no line item for Buyer Value Option Sale?	See answer to Question 2.
	24	RFP	Pages 7-11	Contractor requests clarification of what should be entered in the “ Base Year- Ceiling Amount” section of the grid.	See answer to Question 2. The ceiling amount will be determined at time of award.
	25	RFP	Pages 7-11	The Contract Line Items grid asks for “Pricing”. The two grids that follow ask for “Percentage”. Please clarify why there is a difference.	See answer to Question 2.
	26	RFP	Pages 7-11	What is the difference between the grid identified as “Secret Service” and the grid identified as “Brokers”? Is the Brokers grid meant for the other participating agencies (Federal Law Enforcement Training Center and the Internal Revenue Service)?	Yes. See SF30 amended changes to Section B.
	27	RFP	Pages 7-11	The Performance Work Statement references Household Goods Move Management Services. Where do we enter our fee for moving services as it is not listed in the grid?	Household Goods Move Management has been added to Price Schedule. See SF30 amended changes to Section B.
	28	RFP	Pages 7-11	Expense processing is referenced on page 3 of the Performance Work Statement. Are you requesting pricing for this service at this time? If so, where do we enter our fee for expense processing as it is not listed in the grid? Will contractor be provided with a detailed scope of services for expense processing if the services are requested?	No pricing is requested at this time. You may provide list of services.
	29	RFP	Pages 7-11	Discounts – Are discounts meant to be applied on a file-by-file basis or across the program?	Across the program.
	30	RFP		How does the relocation policy support the use of the contractor’s broker network? Are there penalties or enhanced benefits in the policy if the contractor’s broker network is used by a transferee?	Currently the policy does not support the use of the contractor's broker network. Determination will be made as to whether policy will be adjusted based on discount information provided.
	31	RFP	Page 40	Volume V – Rates and Pricing: Please provide separate housing profiles for USSS and the other participating agencies? Specifically, please provide home values for each as well as main locations where home sales would occur?	See answer to questions 15, 18 and 19.
	32	RFP	Page 38	Volume III – Technical and Organizational: Please confirm that the page limitation for this volume (sections 1-3) is 10 pages as stated on page 35 under Required Submission.	See answer to question 9.
	33	RFP		Pre-payment Penalty – How does USSS propose to deal with pre-payment penalties? Should pre-payment penalties be deducted from equity? Can they be excluded from the base pricing?	Pre-payment penalties should be paid but will be deducted from equity.
	34	RFP		May the Contractor decline a specific home sale authorization?	Only if it is an ineligible property and approved by the COTR. Reference PWS B.1.4.
	35	PWS	Page 3 Background	Please provide an estimated volume by move type ( Regular sale, Amended Value Sale, Amend From Zero Sale, Buyer Value Options Sale, Closing Only Sale).	See answer to question 18.
	36	PWS	Page 3 Background	There is an estimate of 100 transferees who will receive home sale services through the contract each year. Is this volume USSS only or a combination of USSS and the other participating agencies? If this is USSS volume only please provide the estimated volume for the other participating agencies.	See answer to question 12.
	37	PWS	Page 3 Purpose	Please provide an estimated volume of each of the services listed in Section 3.A.1-7	See answer to questions 12 and 16.
	38	PWS	Page 3 Purpose	Please provide an estimated volume for household goods management services.	See answer to question 16.
	39	PWS		There are several requirements for the contractor to provide materials ( documents, brochures, Home Finding Information Kit, etc. ) to the transferee and it is implied or stated that these materials will be mailed. Can the contractor post these materials to its secure website vs. mailing these materials?	Yes
	40	PWS	Page 5 Eligibility	Is the Contractor permitted to advise the USSS of relevant facts with respect to eligibility?	Yes
	41	PWS	Page 6 Home Marketing Assistance: Item 8.A.1.h	If an employee is authorized for Home Marketing Assistance Only and the employee receives an outside offer is the employee automatically entitled to the guaranteed home sale program? If so, will the contractor receive an updated work order to provide guaranteed home sale services?	No, they are not automatically entitled to the guaranteed home sale program. The contractor will receive an official initiation form from the USSS allowing the employee to be initated in to the guaranteed home sale program.
	42	PWS	Page 8 Eligibility	If a home complies with federal, state and local codes/regulations but it is deemed not to be structurally sound is the home still eligible for the program?	Yes it is still eligible.
	43	PWS	Page 9 Inspections	Can a major component inspection be ordered by the contractor on any/all homes authorized to participate in the home sale program?	No, it is ordered to determine eligibility at recommendation of appraiser or based on BMA's or Home Owners Disclosure Form. Reference PWS B.1.7.
	44	PWS	Page 11: B.2.2(ii)	Does the relocation policy require the transferee to market the home prior to the initiation of home sale services? If so, please provide details on this requirement.	No
	45	PWS	Page 14 Appraisals: 8.B.3.2.d.1	Is there flexibility to select appraisers based on the best variance available?	No, the transferee selects their appraisers based on them meeting the required qualifications.
	46	PWS	Page 25 Rental Assistance	Please confirm if Enhanced Rental Assistance including a half-day or full-day detailed destination orientation tour is a requirement. If so, where would the contractor enter a fee?	They are only required to orient the employee to the typical rentals within a suitable commuting distance.
	47	PWS	Page 27 Household Goods Move Management	Please confirm the percentage of household goods moves that are “ do it yourself moves”.	Data not available.
	48	PWS	Household Goods Move Management	Can the contractor offer alternatives to the CHAMP program?	Yes
	49	PWS	Page 32 Performance-based Rate Adjustment	Is the Performance-based Rate Adjustment based only on the PRS or is it based on other performance measurements? If it is based on measurements other than the PRS please provide details on these measurements. The financial rewards and penalties in the PRS are dollar based. The Performance-based Rate Adjustment refers to a percentage adjustment to the Guaranteed Home Sale Price rate. Please provide additional details on how the percentage adjustment is calculated. How do the dollars in the PRS translate into percentages in the Performance-based Rate Adjustment?	Based on the PRS. Dollar amount adjustments, no percentage adjustments. Disregard example on page 32 of PWS.
	50	PWS	Buyer Value Option Program	If the BVO sale falls through and the home is ultimately sold to the outside buyer but on terms and conditions significantly different from the original offer may the contractor treat the property as a Regular Sale for the purposes of payment to the contractor?	Yes, with the approval of the COTR.
	51	PWS		How do you anticipate working with the contractor where delays are not caused by the contractor?	On a case by case basis.
	52	PWS		Would USSS consider changes made by the contractor in the delivery and sequencing of certain deliverables if the result was improved service to your transferring employees?	Yes
	53	PWS		Is it permissible for state-required documents to be delivered directly to the employee by the employee’s real estate agent?	Yes
	54	PWS	Reporting	Is there flexibility with respect to the stated reporting requirements?	Yes, with the approval of the COTR.
	55	PRS	Equity Disbursement	Is it acceptable for the contractor to disburse the equity using the contractor’s check vs. certified check or cashier’s check?	No
	56	PRS	Customer Satisfaction Rate	Will the Customer Satisfaction Rating be based on a survey provided by USSS or the Contractor? If this is a USSS survey contractor requests a copy of the Customer Service Satisfaction Survey(s). Can contractor also send its own survey to the transferee?	The Customer Satisfaction Rating is based on survey provided by USSS. The contractor can not send their own survey. The content of the survey will be discussed with the contractor after award of contract.
	57			who held this contract before?	Prudential Relocation
	58			Also what issues in the past caused the most trouble with your last vendor.	Unable to provide information.
	59			I also noticed that the contract might be split between more than one vendor . For example a domestic vendor and a international vendor.	The intent is to make a single award, but the government reserves the right to make multiple awards.
	60	RFP	Section 1-Contract Clauses	Referenced clause 52.204-4-Printed or Copied Double-Sided on Postconsumer Fiber Contact Paper (May 2011) - Is this a requirement for the Proposal Response as well as during contract.	Yes, it is a requirement for the proposal as well.
	61	RFP	Price Schedule B-4.1	In the pricing volume, it shows a breakdown between Secret Service and Brokers. Please explain what the difference is between the two and how it relates to price.	The term should be Riders (not Brokers). The separate pricing structure is based on historical impact of USSS home locations to pricing.
	62	RFP	Price Schedule B-4.1	Please explain in detail by line item (or provide a hypothetical example) of how you expect pricing to be filled out for the three grids on the base year.	See answer to question 2.
	63	RFP	Price Schedule B-4.1	Certain services (Home Marketing and Property Management) can have fees expressed both as a dollar value versus a percentage. These services are listed as a percentage on the grid. Is it acceptable to express them as a dollar amount?	Yes
	64	RFP	Price Schedule B-4.1	Please confirm Contractor is allowed to charge a move management fee. If so, please state where this fee shall be included?	Yes. See SF30 amended changes to Section B.
	65	RFP	Price Schedule B-4.1	Please confirm how to price closing cost only option and property management. Should these options include all costs and management fees?	Yes
	66	RFP	Price Schedule B-4.1	For the base period and subsequent option periods please confirm that a per unit price is being requested.	Yes, based on acquistion price and type of sale.
	67	RFP	Price Schedule B-4.1	Please confirm that the current Home Sale program is a full choice program. Meaning, there are no list price caps based on the BMA’s (110%) and there is no cap (105%) once the appraised value offer is issued. In addition, please state what if any manadatory marketing periods are associated with each home sale program.	Yes. There is a mandatory 60 day marketing period after guaranteed buyout offer has given.
	68	RFP	Price Schedule B-4.1	Top Grid: Home Sale Services: What is to be populated into the Pricing section? The question is being asked as the second and third grids are more descriptive and more closely relate to the Performance Work Statement.	See answer to question 2.
	69	RFP	L-7 Required Submission	Please confirm page limitations for each volume listed.	See SF30 amended changes to table in Section L.
	70	RFP	L-7 Required Submission	Do resumes count as exhibits?	Yes
	71	RFP	L-7 Required Submission	Please confirm that it is acceptable to have the response to the submission in two binders: (1) Volumes I - Executive Summary; II - Past and Present Performance; III - Technical and Organizational; IV - Management Oversight/Quality Control/Small Business Subcontracting; (2)Volume V -Rates and Pricing.	Yes
	72	RFP	Volume II Past and Present Performance	The offeror shall provide a copy of the Past and Present Questionnaire (Attachment 3) to the agencies responsible for the referenced contractors in this section…..The USSS shall require submission of a minimum of THREE (3), not –to-exceed FIVE (5) questionnaires. IF the minimum is not met, the Offeror will receive a neutral rating. Contractor is requesting authorization to contact Contract Officer after questions timeline prior to close of offer to confirm status of submitted Past Performances.	An email confirmation is sent to the reference upon receipt of the Past and Present erformance Questionnaire. A separate email will not be sent to offerors.
	73	PWS	Section 7. Cancellation of Transaction	USSS States-“…Only direct costs incurred by the contractor pursuant to the contract which are reimbursable under the FTR will be paid by the government. ..” Will USSS consider following GSA SOW for reimbursable expenses to the contractor stating that the "ordering agency will reimburse the Contractor for appraisal and inspection expenses incurred on the Employee's behalf not to exceed $5,000..."	No
	74	PWS	A.5	Will contactor be allowed to send its own survey to the employee to maintain high quality control? This is a good question but we may want to ask instead: In order for the contractor to properly assess the risk associated with the evaluation process, please provide a copy of the surveys that USSS issues to the employee. Please state the timing / trigger as to when the survey is sent.	No, the contractor will not be permitted to send their own survey to the employee. Employees are required to complete the USSS survey at the completion of their move. Copies of these surveys will be provided to the contractor on a monthly basis.
	75	PWS	B.1.7 Inspections	If contractor is able to show a cost benefit to agency and employee to order a property relocation assessment instead of a major component inspection, will this be allowed?	It would be considered and evaluated for implementation.
	76	PWS	B.4.2 Appraised Value Sale (Guaranteed Home Sale Option)	Is electronic mail an acceptable form to send offers and other documentation to the employee? They may say: Not always.
You may want to ask: Please state what documentation (if any) is not allowed to be sent to the employee electronically.	There is no restriction to electronic mail at this time as long as it is secured.
	77		General	Please provide the Average Sales Price for the following transactions for FY 2009, FY 2010 and FY2011:

1. Appraised Value

2. Buyer Value Option

3. Amended Value

4. Amend from Zero

5. Closing Only

6. Home Marketing Assistance	Unable to provide. Please request under FOIA.
	78	General	Please provide the FY 2009, FY 2010 and FY2011 numbers for the following transactions:

1. Appraised Value

2. Buyer Value Option

3. Amended Value

4. Amend from Zero

5. Closing Only

6. Home Marketing Assistance	Unable to provide. Please request under FOIA.
	79		General	Please define if there is a home marketing bonus for Buyer Value Option, Amended Value or Appraised Value Sales.	The USSS offers a home marketing incentive as a pilot program.
	80		General	Please confirm if there is any pre marketing or mandatory marketing period for the employee prior to entering the GHS program.	There is no pre-marketing or mandatory marketing period for the employee prior to entering the program.
	81		General	Please provide the number of Property Management authorizations, average lease amount and average duration for FY2009, FY2010 and FY2011.	Unable to provide. Please request under FOIA.
	82	RFP	Section B – Supplies or Services, and Prices/Cost, Page 5, para B-1.b.	Would USSS please clarify if the reference to Broker’s Value Offer (BVO) should actually reference the Buyer Value Option (BVO)? If so, can bidders assume that this would apply throughout the solicitation?	Yes, BVO is Buyer Value Option throughout the solicitation. See SF30 amended changes to Section B.
	83	RFP	Section B – Supplies or Services, and Prices/Cost, Page 5, para B-1.	Would the USSS please identify sample costs that may be reimbursed on a “cost reimbursement” basis under the home marketing assistance service?	See SF30 amended changes to Section B.
	84	RFP	Section B – Supplies or Services, and Prices/Cost, Page 5, B-4 Regular Sale	Typically a “regular sale” refers to a transaction where the transferee accepts an appraised value offer and the contractor takes the home in to inventory. Is it the USSS’ intent that the term “regular sale” in this instance refers to an “appraised value sale?” If so, could the USSS please clarify why the definition includes BVO, Amended Value Fee, Zero Amend Fee but excludes appraised value fee?	The USSS does intend for the term "regular sale" to be the same as "appraised value sale". The term "Regular Sale" as defined in the Pricing Schedule is for agency purposes only.
	85	RFP	Section B – Supplies or Services, and Prices/Cost, Page 5, B-4 Amended Value Sale	This paragraph references the “actual costs paid by the contractor.” Since the USSS anticipates a firm fixed price contract, how will actual costs apply in this instance?	See SF30 amended changes to Section B.
	86	RFP	Section B – Supplies or Services, and Prices/Cost, Page 6, B-4 Home Marketing Assistance Fee	Home marketing assistance is typically referred to as assistance provided to employees in listing and marketing their home through a local real estate agent. The definition presented in the solicitation appears to relate to the home sale service. Can the USSS please clarify this definition?	Home marketing assistance may be used in conjunction with the home sale service or may be done seperately.
	87	RFP	Section B – Supplies or Services, and Prices/Cost, Page 7, B-4.1 Price Schedule, Ceiling Amount Assistance Fee	Would the USSS please clarify how the purpose and use of the ceiling amount?	The FAR requires that a ceiling amount be included in an Indefinite Delivery/Indefinite Quantity (IDIQ) contract. Reference FAR clause 52.216-22.
	88	RFP	Section B – Supplies or Services, and Prices/Cost, Page 7, B-4.1 Price Schedule, Ceiling Amount Assistance Fee	Can you provide an example of how this would apply?	See anser to question 87.
	89	RFP	Section B – Supplies or Services, and Prices/Cost, Page 7, B-4.1 Price Schedule, Ceiling Amount Assistance Fee	What is the calculation for the Pricing column?	See answer to question 2.
	90	RFP	Section B – Supplies or Services, and Prices/Cost, Page 7, B-4.1 Price Schedule, Ceiling Amount Assistance Fee	You have stated that annual volume is 100 transactions. How will the volume be distributed amongst the CLINs?	Not determined until employees go through the process.
	91	RFP	Page 7, B-4.1, Price Schedule, Fees for Regular and Amended Value Sales (Secret Service)	There is no provision to provide pricing for an appraised value transaction. Would the USSS modify the Price Schedule to include this provision?	See SF30 amended changes to Section B.
	92	RFP	Page 7, B-4.1, Price Schedule, Fees for Regular and Amended Value Sales (Secret Service)	Please define what Total Home Sale Acquisition Fee is and provide an example of how this will be calculated.	See SF30 amended changes to Section B.
	93	RFP	Page 7, B-4.1, Price Schedule, Fees for Regular and Amended Value Sales (Secret Service)	How will the Total Home Sale Acquisition Fee be calculated for both Fees for the Secret Service and Brokers? For instance, what property values and volume will be used for evaluation purposes.	See SF30 amended changes to Section B.
	94	RFP	Page 7, B-4.1, Price Schedule, Fees for Regular and Amended Value Sales (Secret Service)	Under “Discounts” the Price Schedule states that the “Participants using broker network to list home.” Is this a heading or are bidders expected to provide a percentage fee for this service? If yes, would the USSS provide a more detailed definition of this service?	This discount refers to the reduction percentage the offeror provides if employees use a broker from the offeror's network to list their home.
	95	RFP	Page 7, B-4.1, Price Schedule, Fees for Regular and Amended Value Sales (Secret Service)	Under “Discounts” the Price Schedule states allows for separate fees for the following options:

Using broker network to list the home List the home within 105% of the appraised value List the home within 105% of the BMA value Select appraisers from the list provided by the relocation company

How would the contractor determine which fee to apply if a transferee applies more than one of these options?	These discounts will apply to the overall contract. The proposed discounts will be evaluated to determine if they will be applied.
	96	RFP	Page 7, B-4.1, Price Schedule, Fees for Regular and Amended Value Sales (Secret Service)	In addition, will the USSS apply the policy options on a per move basis or for the overall contract?	Overall contract.
	97	RFP	Page 7, B-4.1, Fees for Regular and Amended Value Sales (Brokers)	Is the term “Broker” in this context incorrect? Should this say “Riders” instead?	Yes, it should be "Riders".
	98	RFP	Page 7-11, B-4.1 – 4.5 Pricing Schedule Home Sale Services	Please clarify why there are two separate sections for Homesale Services pricing
(Top section includes Regular Sale, Guaranteed Amended Value Sale and Closing Only Option. Bottom section is headlined “Fees for Regular and Amended Value Sales” but only includes lines for BVO, Amended Value Fee, Amend from Zero Fee, Closing Only Fee and excludes a line for Regular Sale.)	See answer to question 2 and SF30 amended changes to Section B.
	99	RFP	Page 7-11, B-4.1 – 4.5 Pricing Schedule Home Sale Services	Is the “Regular Sale” under CLIN 1001 supposed to refer to an Appraised Value Sale that is taken into the contractor’s inventory?	Yes. See answer to question 2 and SF30 amended changes to Section B.
	100	RFP	Page 7-11, B-4.1 – 4.5 Pricing Schedule Home Sale Services	How does CLIN 1001 Guaranteed Amended Value Sale and CLIN 1002 Closing Only Option differ from Amended Value Fee and Closing Only Fee under “Fees for Regular and Amended Value Sales?”	See answer to question 2 and SF30 amended changes to Section B.
	101	RFP	Page 7-11, B-4.1 – 4.5 Pricing Schedule Home Sale Services	For CLINS 1001 – 1002 is USSS asking for a dollar ($) price or a percentage (%) of property value?	A percentage (%).
	102	RFP	Page 15, G-6, Discount Terms, Household Goods Move Management Fee	Does the USSS intend to implement move management services for itself or is this for use by the Riders only?	This will be used by Riders only.
	103	RFP		Would the USSS please define “completion” for purposes of invoicing?	Acquistion of property has taken place.
	104	RFP	Page 35, L-7, Required Submission, Volume III, Technical and Organizational	Typically, Past and Present Performance volumes are limited to 10 pages while the Technical and Organizational are 50 pages. Can the USSS please confirm the page limitations for each volume. 10 pages are insufficient to meet the content requirements on page 36 for the Technical and Organizational. We recommend the page limitations be modified to 10 pages for Past and Present Performance and 50 pages for Technical and Organizational.	See answer to question 9.
	105	RFP	Page 36, Volume 1, Executive Summary	Would the USSS confirm that real estate brokers are not considered subcontractors. The solicitation does not mandate use of a contractor’s network broker. In addition, use of any local subcontractor is contingent upon the USSS’ geographic move patterns.	Real estate brokers are not considered sub-contractors.
	106	RFP	Page 40, Volume V, Rates and Pricing, Annual Rate Adjustment	The paragraph heading is “Annual Rate Adjustment” but the narrative references quarterly rate adjustments. Would the USSS please clarify if rates will be adjusted annually or quarterly?	Rate adjustment based on the CPI is done annually. CPI rate adjustments are percentage adjustments. Performance adjustments (incentives/disincentives) are done quarterly. Performance rate adjustments are dollar figure adjustments.
	107	RFP	Page 40, Volume V, Rates and Pricing, Annual Rate Adjustment	Would the USSS consider an alternative Economic Price Adjustment as a replacement for the noted CPI adjustment?	Yes
	108	RFP	Page 41, Performance-Based Rate Adjustment	What is the basis for the Performance-Based Rate Adjustment and what is the adjustment range (for example, can the USSS elect to adjust rates without discussion or limitation)? In addition, the CPI adjustment references the Performance-Based Rate Adjustment. How do these two adjustments relate?	There are set dollar amounts for incentives/disincentives based on the performance requirements, reference Attachment 2--Performance Requirement Summary. There is no limit to PRS adjustments. Performance-based rate adjustments are discussed in detail with contractor before applied. Performance-based rate adjustments are not annual rate adjustments.
	109	RFP	Page 42, M-2.1, Evaluation Criteria	The fifth paragraph states that the Technical/Organization evaluation will include a risk assessment. Can the USSS advise what types of situations would represent a “proposal risk?” For example, some contractors may conduct simultaneous closings on amended value and BVO transactions to minimize risk and avoid/delay mortgage payoff. This does not conform to the ERC 11-key elements. Would this be an example of a risk that the USSS would evaluate?	Examples will not be provided.
	110	PWS	3.A, Purpose, Page 3	This section states that the contractor shall provide additional services such as expense processing and Household Goods services. However, there is no provision in the Price Schedule for these services. Will the USSS modify the Price Schedule to include these requirements?	See SF30 amended changes to Section B.
	111	PWS	B.3.4 Condition of Appraisal, Page 17	Paragraph a. states that appraisers should complete appraisal in accordance with the ERC appraisal guidelines. ERC guidelines allow for forecasting. Would the USSS please confirm whether forecasting is allowable?	Yes, forecasting is allowable.
	112	PRS	8.A and 8. B Customer Satisfaction Rate/Home Sale Services	The PWS states that the USSS anticipates approximately 100 moves annually. This equates to approximately 8 moves per month. One negative service evaluation would result in marginal contractor performance, which results in a $10,000 penalty per quarter. We recommend that the USSS consider modifying the performance requirements to accommodate lower volume.	Performance Requirements will not be changed.
	113	PRS	8.F.2. Data Communication Capabilities	Are the penalty requirements per employee impacted by the incident or is it a single penalty per incident?	Per incident.
	114	PRS	8.F.2. Data Communication Capabilities	What and who determine the beginning and ending of an “incident?”	Contracting Officer's Technical Representative (COTR)
	115	PRS	8.F.2. Data Communications Capabilities	Is there a contract maximum of financial risk that a contractor should assume when developing their process controls and pricing?	The ceiling amount (maximum) will be determined at the time of award.
	116			Under the Buyer Value Option home sale program, would you allow the contractor to order inspections upfront and hold the employee responsible for the repairs and re-inspection costs, similar to the inspection process allowed for the other home sale programs?	No
	117			On the Pricing Schedule, you request “Fees for Regular and Amended Value Sales (Brokers):” What do you mean by “Brokers”? In the grid above this, you request pricing for “Secret Service” so does “Brokers” mean the other agencies eligible to use this contract or something else?	"Brokers" refers to the "Riders". See SF30 amended changes to Section B.
	118			In the Pricing Schedule, you ask about discounts given for participants who list their homes within 105% of the appraised value and 105% of the BMA value. 105% is and has been the industry standard for a long time, so would you consider lowering this to 100% or <100% of the BMA and appraised value?	No
	119		General	The due date for submission of the proposal is March 9, 2012. Is that the date the proposal must be post marked or the date USSS actually receives the proposal?	The USSS must receive proposals by the due date.
	120		General	Will USSS accept an electronic submission of the proposal rather than hard copy?	No
	121	PWS	Section 4 Guidance	The RFP refers to FAR 31.205-35, This applies to private sector companies with federal contracts. It describes allowable relocation expenses those private sector companies may charge back to the government when relocating their employees. Please clarify how FAR 31.205-35 would apply to USSS relocating employees.	FAR 31.205-35 does not apply.
	122	PWS	Section 4 Guidance	The RFP refers to 41 CFR 302 – Relocation allowances. Are we to assume this is a reference the FTR 302?	Yes, refers to FTR 302.
	123	PWS	Section 5 Definitions	Home that cannot be financed: Please further clarify the definition of “applicable industry criteria”. Since the reality is that Fannie Mae, Freddie Mac and FHA/VA do set the “applicable industry standards”, if the definition is not limited to them then what else is permitted as “applicable industry criteria?	Industry standards are defined by Fannie Mae, Freddie Mac and FHA/VA.
	124	PWS	Section 8 DESCRIPTIONS OF SERVICES, A.2	Marketing strategies, recommendations and advice furnished by the contractor to the employee shall be provided in writing to the employee once per week via mail, facsimile or electronic mail depending on the employee’s preference. Can this requirement be modified to every other week?	No
	125	PWS	Section 8 DESCRIPTIONS OF SERVICES, A.5	Upon completion of program employees will receive a survey issued by the Government, and based upon this survey, the contractor will receive a performance rating as described in the Performance Requirements Summary. Does the contractor participate in survey development? May we obtain a copy of the survey?

Contractors normally submit their own performance surveys to the transferring employees. If USSS is sending out their own survey to the employee should the contract also send the contractors performance survey to the employee?	See answer to question 74.
	126	PWS	B: HOME SALE SERVICES, B.1.4	The following properties are not eligible for the Home Sale Services portion of the contract:

e. Homes that cannot meet guidelines for Conventional or Government-insured or guaranteed financing. This is a different definition than the definition of “Homes that cannot be financed” above. Please clarify.

g. Dwellings containing more than one unit. Does this mean no duplexes or condos?	"e" We see these as being in agreement. "g" - If property is a duplex or other multi-family dwelling where employees actual residence takes up only a portion of the property, the employee would be responsible for proportional share of contractors fee. A single condominium unit in a condominium building is eligible.
	127	PWS	B: HOME SALE SERVICES, B.1.5.b	b. If the employee sells land in excess of that which reasonably relates to the residence site, the Government will pay only the proportional share of the contract price that reasonably relates to the residence site. The Agency will determine the amount of land that reasonably relates to the residence site, based on Agency policy, the nature of the property in question and the prevailing conditions in the market for such property in the area. The Agency may require the contractor to provide a Brokers Market Analysis and/or an appraisal(s) to assist in determining the proportion of excess land.

Can this be modified so the determination of excess property is based on local custom as defined by the real estate broker and/or the appraisers?	No, it will not be adjusted. Local custom is considered.
	128	PWS	B: HOME SALE SERVICES, B.1.7.c	In cases where a further specialized inspection is recommended per the specific inspection performed, the employee will have the option of allowing the contractor to order said inspection, or the employee may order the inspection with inspectors of their choosing.

Can this be modified to have the contractor and not thee employee select and order the inspection?	No
	129	PWS	B: HOME SALE SERVICES, B.1.7: Inspections	b. Major components are defined as roof (flashing and skylights); structure (including foundation, bearing walls, joints/trusses, piers/posts, retaining walls, attic roof framing, decks/balcony, porch, and chimney); plumbing systems (water supply lines, plumbing waste lines, and water heater); pool and spas; mechanical systems (heating, cooling, and electrical); wood destroying organisms; moisture/suspected fungal growth; well; septic system; underground fuel storage tanks; and suspected asbestos. If the property is identified as having Exterior Insulation and Finishing Systems (EFIS) or synthetic stucco, the contractor may inspect and test to verify proper installation and/or moisture damage. Additional inspection or tests may be necessary to verify the actual condition of a major component.

What about exterior conditions such as driveways, out buildings and land?	No. Exterior conditions such as driveways, out buildings and land are not major compenents.
	130	PWS	B: HOME SALE SERVICES, B.1.7: Inspections	The initial inspection of major components may be ordered at the same time appraisals are ordered if the Broker Market Analyses, or the employee Homeowner disclosure Form, indicates possible major property condition defects. This appears to conflict with paragraph a. above which states:

“The contractor may order inspection of major components for homes authorized to participate in the home sale service to validate a home’s eligibility for the home sale service and to expedite the offer process.”

Please clarify if ordering inspections is contingent upon the BMA or Homeowner Disclosure Form indicating a condition issue.

Would the USSS consider allowing the Employee to select a qualified inspector from a list provided by the Contractor versus choosing their own inspector? This would ensure the inspector is pre-qualified and improve the speed of the process.

If a dispute occurs, and reasonable grounds exist to question the decision of the independent inspector as to eligibility would the Agency consider getting an additional opinion on the eligibility item in question by another independent inspector?

If the inspection reveals a condition that makes a home ineligible for the home sale service, will the Contractor require the condition be repair/remediated within 30 calendar days versus allowing a binding estimate to be accepted?

Ineligible conditions should be completely satisfied to continue with home sale services.

How does the USSS want the Contractor to provide the employee an estimate of repair cost for ineligible conditions? Most inspection will give an estimate of cost to cure. Is this acceptable? The removal and remediation of many toxic and hazardous substances are difficult to estimate the cost to cure because it may require several different repairs be completed at once. In these cases the Contractor would be unable to provide a sufficient

estimate.	We do not feel there is a conflict. Major component inspections may be ordered by the contractor contingent upon the BMA and/or Homeowner Disclosure form. The employee has the option of choosing their own inspector only for specialized inspections. COTR will determine if an additional opinion is needed. Employee will have the option of doing repairs or allowing a binding estimate to be accepted.
	131	PWS	B: HOME SALE SERVICES, B.1.7: Inspections	g. If a dispute occurs, and reasonable grounds exist to question the decision of the independent inspector as to ineligibility, the applicable COR shall make the final determination of employee eligibility. Can this be modified to state that final determination will be made by the applicable COR and the contractor?	No
	132	PWS	B.1.8: Vacating Date	Please clarify “Acceptance Date”. Is it the date the contractor signs the contract of sale with the employee or the date the employee vacates the property whichever the later?

The RFP states:

“This date (vacate date) may be extended in exceptional cases when approved in advance by the contractor and the COR. However, the employee shall be charged prorated fees during the vacate period for taxes and the regular mortgage payment.”

Please clarify who is to make the mortgage, utility and tax payments while the employee is in the property. The employee or the contractor after deducting the expenses from the employee’s equity?

Although the RFP refers to the employee being responsible for the mortgage, utility and tax payments while the employee is in the property when the vacate date has been extended past the 45 days it is assumed that the employee is responsible for those payments in all cases until vacating the property not just in the case of the vacating date being extended past the 45 days. Is this correct?	Acceptance date is contract of sale date. During the 45 days period the employee is responsible for everything while they remain in the residence. If the 45 days is extended the employee remains responsible until they vacate.
	133	PWS	B.2.4: Buyer Value Option (BVO)	The RFP states:

k. BVO Equity Disbursement - Upon Acquisition, the contractor will prepare a Statement of Equity, prorating all debits and credits applicable to the property through the Vacate Date or Acquisition Date, whichever is later. The contractor will disburse ONE HUNDRED PERCENT (100%) of the equity within FIVE (5) working days of Acquisition by certified check, wire transfer or cashier’s check.

It is normal and customary to hold back 5% of the employees equity until vacate in case there is an additional prorate or repair. Can the requirement for 100% disbursement at acceptance be changed to 95% with the remaining 5% paid at vacate?	No, in all cases employee will have vacated.
	134	PWS	B 3.1.	Are 4 – 6 appraiser choices acceptable in major metro areas?	No
	135	PWS	B.3.2. d.	Are the following appraiser qualifications acceptable to the USSS?

• Certified Relocation Professional (CRP) preferred

• 10 years of appraisal experience

• History of completing relocation appraisals and mortgage appraisals

• Ability to demonstrate the use of forecasting, sales prep adjustments, vacant property adjustments

• Preferred variance of 5% or less - summary of their variance 6 month, 12 month, past month required

• Meet federal/state licensing requirements	No, acceptable criteria is listed in PWS Section B.3.2.
	136	PWS	B.3.2.n.	Can RAC: Relocation Appraisers & Consultants be added to the list of appraiser organizations?	Yes
	137	PWS	B.3.4 a.	Appraisals are to be made on the property based on current market conditions. Appraisals shall be conducted according to the ERC appraisal guidelines, except as modified under this contract.
We assume this means that appraisals will be based on normal marketing time up to 120 days, is this correct?	Yes
	138	PWS	B.4.1 c (ii) and (iii)	(ii) The employee may elect to have his/her equity payment from the contractor offset (i.e., reduced) by the estimated cost of repairs and re-inspections necessary to bring the home up to standards set by the applicable law ordinance or code.

(iii) The employee may elect to have the funds in the amount of the estimated repairs placed in escrow with an escrow mutually acceptable to the contractor and the employee. The employee shall place funds in escrow at the time he/she accepts the contractor's contingent offer. The employee's liability for repairs and re-inspections shall not exceed their estimated cost; any additional cost will be the responsibility of the contractor. If the final cost of repairs and re-inspections is less than the amount of funds in escrow, the difference shall be credited to the employee, except in those instances when any errors and/or omissions are attributable to the employee. If the house is sold “as is” prior to the stipulated repairs being complete by the contractor, the funds deducted from the escrow shall be returned to the employee and not used for other purposes.

Can this be modified to reflect a binding estimate not just an estimate?

There are many instances where the total cost to cure cannot be estimated until the work actual begins. For example the extent of water damage underneath exterior

siding.	No
	139	PWS	B.4.2.	In the event an appraiser made an “error of fact” or “mathematical error” and is unable to return their corrections in 2 working days is it acceptable to return the written offer after 2 working days as long as the Agency has been notified? Many appraisers are in the field during the day and unable to return emails/phone calls.	All errors should be addressed and corrected prior to the employee receiving their oral offer which shuold not effect the written offer being made within 2 working days after the oral offer is made.
	140	PWS	B.4.4.c.	Stipulating that the appraised value cannot be lowered as a result of the re-evaluation process is a violation of USPAP. Can this be removed from the Performance Work Statement? Appraisers would not be willing to violate USPAP. Further maintaining that the appraisals cannot be lower is considered to be directing the appraiser and can violate the tax protection.	No
	141	PWS	B.6: Amended Value Sales	The RFP states:

B.6.4: The contractor shall amend its original offer to the employee, revising its purchase price to the amount of the potential outside buyer's purchase price as adjusted. This amended value offer may be a contingent offer only to the extent provided for "bona fide offers" as defined in this statement of work. Accordingly, no contingencies may be included other than those that: a) provide for repairs and re-inspections required under Section 8.B.1.4.i-j., 8.B.1.7 and 8.B.3.3.b.5.(iv);

b) Provide that the potential outside buyer must qualify for financing;

Part b. above is inconsistent with the IRS revenue ruling 72-339 and 2005-74. Please clarify.	Answer can not be provided at this time.
	142	PWS	B.7: Amended-From-Zero Sales, B.7.1:	If the employee receives an acceptable bona fide offer from a potential outside buyer prior to completion of the appraisal process he/she shall immediately notify the contractor. The employee shall not enter into a contract or sign an agreement document with the potential outside buyer.

Does the contractor stop the appraisal inspection process at any point or continue the appraisal process?	If the appraisal process has begun it will continue so a buyout offer can be in place in case the outside offer should fall through.
	143	PWS	B.7: Amended-From-Zero Sales, B.7.3:	The contractor shall obtain independent broker’s market analysis by TWO (2) licensed real estate brokers of the contractor's choice. These firms shall not have a business or personal relationship with the employee, the employee’s real estate broker or the contractor that could affect the objectivity and/or independence of the inspection. The higher of these TWO (2) analyses shall serve as a benchmark of market value to help determine the reasonableness of the offer.

Can BMA’s previously obtained in the listing process be used? Can this be modified to use the average of the two BMA’s to serve as the benchmark of market value instead of the higher of the two BMA’s?

Yes, recently obtained BMA's may be used. No, modification referencing the averge of the two BMA's.

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File details come from the government source that posted it. Updated Nov 14, 2017.