Amendment 0003 Attach1 PWS for MarketingServices revised20260716.pdf

1 JulySeptember 20264

Performance Work Statement (PWS)

Marketing Support for HUD’s Housing

Surveys

July 16, 2026April 22, 2026

2 JulySeptember 20264

Contents Vision Statement

1 General Information

1.1 Scope of Work

1.2 Background

1.3 Constraints

1.4 Non-Personal Services

1.5 Period of Performance

1.6 Place of Performance

1.7 Hours of Operation

1.8 Special Qualifications

1.9 Post Award/Kickoff Conference

1.10 Status Meetings

1.11 Contractor Travel

1.12 Transition-In

1.13 Transition-Out

2 Definitions and Acronyms

2.1 Definitions

2.2 Acronyms

3 Government-Furnished Property and Services

3.1 Government Services

3.2 Facilities

3.3 Equipment

3.4 Materials and Information

3.5 Quality Assurance (QA)

4 Contractor-Furnished Items and Services

4.1 Facilities

4.2 Equipment

4.3 Materials

4.4 Contractor Responsibilities

4.5 Contractor Personnel

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4.6 Identification of Contractor Employees

5 Specific Tasks

5.1 Project Management (Contract)

5.1.1 Orientation Meeting

5.1.2 Management Plan

5.1.3 Monthly Progress Reports and Ongoing Communication

5.2 Create and Publish Infographics

5.2.1 Create and Publish Twelve AHS Topical Infographics

5.2.2 Create and Publish Eight RHFS Topical Infographics

5.3 Create and Publish Short Articles

5.3.1 Create and Publish One Base Year Short Article

5.3.2 Create and Publish One “50th Anniversary of the AHS” Short Article (Base

Year)

5.3.3 Create and Publish Two Option Year Short Articles

5.4 Create an "AHS Strategic Plan: 20261 and Later" Report (Base Year)

5.5 Create AHS Metropolitan Fact Sheets

5.5.1 Create 2021 AHS Metropolitan Fact Sheets (Base Year)

5.5.2 Create 2023 AHS Metropolitan Fact Sheets (Option Year)

5.6 Update the “Topical Module History” Report (Option Year)

5.7 Create a Static and an Interactive Infographic (Option Year)

5.8 Transition-Out Plan

6 Deliverables

6.1 Quality Control Plan

6.2 Acceptance Criteria

7 Related Documents

8 Performance Requirements Summary

4 JulySeptember 20264

Performance Work Statement (PWS)

Marketing Support for HUD’s Housing Surveys

Vision Statement

Increase the public’s awareness of the Department of Housing and Urban Development’s (HUD) housing market surveys program, which includes: the American Housing Survey (AHS); the

Rental Housing Finance Survey (RHFS); the Survey of Market Absorption of New Apartments

(SOMA), the Manufactured Homes Survey (MHS), and the Survey of Construction (SOC) to its internal and external stakeholders. Expand the reach of those surveys to practitioners at all levels of government, academia, and the general public.

1 General Information

1.1 Scope of Work

The Office of Policy Research (PD&R) at HUD requires contractor support to coordinate the marketing effort for HUD's housing surveys, which include the AHS, RHFS, SOMA, MHS, and

SOC. Services shall include expanding the HUD housing surveys user base through targeted marketing of survey data products to various user groups; developing survey data products such as factsheets or infographics that are tailored to the needs of specific user groups; and performing targeted outreach and assistance to current HUD housing survey users through the publication of short articles about HUD's housing surveys.

The performance standards are listed in Section 5.0 – Specific Tasks.

5.1 Project Management

5.1.1 Orientation Meeting (Base Year)

5.1.2 Management and Work Plan (Base Year)

5.1.3 Monthly Progress Reports and Ongoing Communication (Base Year)

5.1.3 Monthly Progress Reports and Ongoing Communication (Option Year)

5.2 Create and Publish Infographics

5.2.1 Create and Publish Twelve AHS Topical Infographics (Base Year)

5.2.2 Create and Publish Eight RHFS Topical Infographics (Base Year)

5.3 Create and Publish Short Articles

5.3.1 Create and Publish One Base Year Short Article

5.3.2 Create and Promote “50th Anniversary of the AHS” Short Article (Base Year)

5.3.3 Create and Publish Two Option Year Short Articles

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5.4 Create an “AHS Strategic Plan: 20261 and Later” Report

5.5 Create Metropolitan Fact Sheets

5.5.1 Create 2021 AHS Metropolitan Fact Sheets (Base Year)

5.5.2 Create 2023 AHS Metropolitan Fact Sheets (Option Year)

5.6 Update “Topical Module History” Report (Option Year)

5.7 Create a Static and an Interactive Infographic (Option Year)

5.8 Transition-Out Plan

1.2 Background

The purpose of this contract is to provide marketing support services for HUD's housing surveys. Marketing support helps accomplish two goals:

a. Expand the survey user base through targeted marketing of survey data to various user groups; and

b. Develop survey data products such as factsheets, reports, or infographics that are tailored to the needs of specific user groups.

1.3 Constraints

The services identified in this PWS will adhere to the rules, regulations, laws, standards, and conventions identified by HUD as well as within the Federal Government. Constraints include the following:

See H.2 HUDAR 2452.227-70 GOVERNMENT INFORMATION for constraints on data provided by HUD.

1.4 Non-Personal Services

The Government will neither supervise Contractor employees nor control the method by which the Contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual Contractor employees. It shall be the responsibility of the Contractor to manage its employees and to guard against any actions that are of the nature of personal services or give the perception of personal services.

If the Contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the Contractor's responsibility to notify the Contracting Officer (CO) immediately. These services shall not be used to perform work of a policy, decision making or management nature, i.e., inherently Government functions. All decisions relative to programs supported by the Contactor shall be the sole responsibility of the Government.

1.5 Period of Performance

The period of performance shall be for one base period of 12 months and one 12-month option periods.

1.6 Place of Performance

The services to be performed under this contract shall be performed at the Contractor's facility.

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1.7 Hours of Operation

The Contractor is responsible for providing services Monday thru Friday except for Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closing, or similar Government directed facility closings. The Government reserves the right to change hours of operation or restrict contractor access. Government agencies will not be available during scheduled holidays, inclement weather, weekends, and after duty hours.

The Contractor shall maintain an adequate workforce for the uninterrupted performance of all tasks defined within the contract 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.

1.8 Special Qualifications

N/A Demonstrated experience communicating complex statistical and research data to the

Public.

1.9 Post Award/Kickoff Conference

The Contractor shall attend any post award conference convened by the contracting activity or contract administration office in accordance with FAR Subpart 42.5 and HUD Acquisition

Regulation (HUDAR) clause 2452.237-79 - Post Award Conference.

1.10 Status Meetings

The Contracting Officer (CO), Contracting Officers Representative (COR), and other

Government personnel, as appropriate, may meet periodically with the Contractor to also review

Contractor performance, requirement status, etc. At these meetings, the CO will apprise the

Contractor of how the Government views the Contractor's performance or progress of the requirement. The Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government. The Post Award Conference and subsequent meetings may be held via teleconference.

1.11 Contractor Travel

This is a fixed-price contract. All travel costs shall be in the fixed unit price.

1.12 Transition-In

N/A

1.13 Transition-Out

The Contractor shall develop, document, and execute a Transition-Out Plan that must be used to transition tasks and materials to the Government and/or a successor contractor. The plan shall describe how the Contractor will provide a seamless (i.e., business as usual) transition to a successor to prevent operational impacts.

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2 Definitions and Acronyms

2.1 Definitions

Business Day – Every official day of the week which are days between and including Monday to Friday. This does not include federal holidays and weekends.

Contractor - A supplier or vendor awarded a contract to provide specific supplies or service to the Government. The term used in this contract refers to the prime.

Contracting Officer (CO) - A person with authority to enter into, administer, and/or terminate contracts and make related determinations and findings on behalf of the Government. Note: the only individual who can legally bind the Government.

Contracting Officer’s Representative (COR) – An employee of the U.S. Government appointed by the Contracting Officer to perform contract administration activities regarding technical issues. This individual has authority to provide technical direction to the Contractor if direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have the authority to change the terms and conditions of the contract.

Defective Service - A service output that does not meet the standard of performance associated with the Performance Work Statement.

Deliverable - Anything that can be physically delivered but may include non-manufactured things such as meeting minutes or reports.

Government Furnished Property (GFP) - Government-furnished property is property in the possession of, or directly acquired by, the Government and subsequently furnished to the

Contractor for performance of a contract. Government-furnished property includes, but is not limited to, spares and property furnished for repair, maintenance, overhaul, or modification.

Government-furnished property also includes contractor-acquired property if the contractor-acquired property is a deliverable under a cost contract when accepted by the Government for continued use under the contract.

Performance Standard - The Contractor’s performance level required by the Government.

Performance Work Statement (PWS) - A statement of work for performance-based acquisitions that describe the required results in clear, specific, and objective terms with measurable outcomes.

Quality Assurance (QA) - Policies and procedures adopted by the Government to ensure that supplies and services acquired under Government contracts conform to the contracts quality requirements.

Quality Assurance Surveillance Plan (QASP) - A plan describing how the agency will survey, observe, test, sample, evaluate and document the Contractor's performance in meeting critical performance standards identified in the contract.

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Quality Control (QC) - All necessary measures taken by the Contractor to assure that the quality of an end product of service shall meet contract requirements.

Subcontractor - Any person, other than the prime Contractor, who offers to furnish or furnishes any supplies, material, equipment, or services of any kind under a prime contract or a subcontract entered into in connection with such prime contract, and any person who offers to furnish or furnishes general supplies to the prime contractor or a higher tier subcontractor. The

Government does not have privity of contract with a subcontractor.

Workday - The number of hours per day the Contractor provides services in accordance with the contract.

Work Week - Monday through Friday, unless specified otherwise.

2.2 Acronyms

AHS - American Housing Survey.

AQL - Acceptable Quality Level CFO or OCFO - Office of the Chief Financial Officer of HUD.

CFR - Code of Federal Regulations.

CIO or OCIO - Office of the Chief Information Officer of HUD.

CO - Contracting Officer.

COR – Contracting Officer’s Representative.

COTS - Commercial Off-the-Shelf.

CPO - Office of the Chief Procurement Officer of HUD.

EA - Each.

EOP - Executive Office of the President.

EST - Eastern Standard Time (U.S.).

ETC - Estimate to Completion.

GAO - Government Accountability Office.

GPO - Government Printing Office.

HDAD - Housing and Demographic Analysis Division.

HUD - U.S. Department of Housing and Urban Development.

HUDAR - HUD Acquisition Regulation.

IG or OIG - Inspector General (Office of).

IPP- Invoice Processing Platform.

IT - Information Technology.

IUF – Internal Use File (of the AHS).

IV&V - Independent Validation and Verification.

MHS – Manufactured Housing Survey.

MWP – Management and Work Plan.

OCIO – Office of the Chief Information Officer.

OCPO - Office of the Chief Procurement Officer.

OIG - Office of Inspector General.

OMB - Office of Management and Budget of EOP.

PD&R - Policy Development and Research (Office of).

PDF – Adobe Portable Document Format ®.

PG - Page.

PL - Public Law.

PM - Project Manager.

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POC - Point of Contact.

PPM - Project Planning and Management.

PUF- Public Use File (of the AHS).

QA - Quality Assurance.

QASP - Quality Assurance Surveillance Plan.

QC - Quality Control.

QCP - Quality Control Plan RHFS - Rental Housing Finance Survey.

RFP - Request for Proposal.

SAS - Statistical Analysis System ®.

SCOR - Subordinate Contracting Officers Representative.

SF - Standard Form.

SOC - Survey of Construction.

SOMA - Survey of Market Absorption.

TBD - To be determined.

U.S.C. - United States Code.

3 Government-Furnished Property and Services

N/A

3.1 Government Services

N/A

3.2 Facilities

N/A

3.3 Equipment

N/A

3.4 Materials and Information

See Section H.2 HUDAR 2452.227-70 GOVERNMENT INFORMATION

3.5 Quality Assurance (QA)

The Government shall evaluate the Contractor's performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the

Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable quality level.

4 Contractor-Furnished Items and Services

The Contractor shall furnish, all facilities, equipment, and supplies required to perform the work under this contract that are not listed under Government-Furnished Property and Services.

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4.1 Facilities

The Contractor shall furnish all facilities required to perform the services under this contract.

4.2 Equipment

The contractor shall furnish all equipment to perform the services under this contract.

4.3 Materials

The Contractor shall furnish all material required to perform the services under this contract.

4.4 Contractor Responsibilities

The Contractor shall only conduct business with designated Government personnel listed as points of contact (POCs). Names of authorized personnel shall be provided to the Contractor by the Government, in writing, and updated as necessary throughout the contract period of performance.

U.S. Government records, copies of original results and reports, verified original data, corrected data, and corrected supporting final reports which are maintained by the Contractor remain the property of the U.S. Government. These files/results must be surrendered to the COR.

4.5 Contractor Personnel

The Contractor shall provide a Contract/Project Manager who shall be responsible for the performance of work. An alternate shall also be designated to act in the absence of the Contract/Project Manager. These Contractor personnel (main point of contact and alternate point of contact) are considered Key Personnel by the Government and shall be listed as such in accordance with HUDAR 2452.237-70, Key Personnel. The Contract/Project Manager and alternate shall have full authority to act on all contact matters relating to daily operations of this contract. Accordingly, at a minimum, the points of contact shall have the technical knowledge of the requirement and be in the position to actually receive assignment, guidance, and direction from the COR, and CO per HUDAR 2452.237-73, "Conduct of Work and Technical Guidance" and shall be allocated enough hours to the requirement to ensure successful performance.

These points of points of contact shall each be an employee of the Contractor. An employee of a subcontractor is not acceptable for either of these positions. The Contract/Project Manager or alternate shall be available between the hours of 8:00am to 4:30pm Monday through Friday EST, except Federal Holidays or when the Government facility is closed for administrative reasons. The Contractor shall submit resumes for Key Personnel no later than five business days after contract award.

See Sections

G.5 HUDAR 2452.237-70 KEY PERSONNEL

G.6 Key Personnel Minimum Experience and Education Requirements G.7 Project Manager and Alternate Project Manager

4.6 Identification of Contractor Employees

All Contractor/subcontractor personnel shall wear company picture identification badges so as to distinguish themselves from Government employees. When conversing with Government

11 JulySeptember 20264 personnel during business meetings, over the telephone, or via electronic mail, Contractor/subcontractor personnel shall identify themselves as such to avoid situations arising where sensitive topics might be better discussed solely between Government employees.

Contractors/subcontractors shall identify themselves on any attendance sheet or any coordination documents they may review. Electronic mail signature blocks shall identify their company affiliation. Where practicable, Contractor/subcontractors occupying collocated space with their Government program customer shall identify their workspace area with their name and company affiliation, or at a minimum, "Contractor" after name.

5 Specific Tasks

5.1 Project Management (Contract)

5.1.1 Orientation Meeting

The Contracting Office Representative (COR) will notify the Contractor within two (2) business days after contract award to schedule the orientation meeting. The meeting shall be conducted within three weeks after the contract award. The Contractor key personnel must participate in the meeting via teleconference, to establish a common understanding of the project objective.

The meeting will also allow discussion to clarify any remaining questions and begin project activity. The meeting will include a discussion of the purpose and goals of the project, the tasks required, the project timetable, the roles and responsibilities of the COR and the Contractor, and the deliverables. The COR, Contractor, and Contract Specialist will prepare the agenda.

The Contractor shall submit a draft Agenda and Power Point Presentation summarizing the project implementation approach one (1) week after contract award. The Government shall review the Agenda and Presentation and provide feedback within two (2) business days. The

Contractor shall revise based on feedback from the COR. The Contractor shall submit the final

Agenda and Presentation two (2) weeks after contract award.

The Contractor shall submit a meeting summary document one (1) week after the meeting. The meeting summary document shall summarize the meeting discussion including any action items.

Performance Standards

a) Standard: Timely: The Draft Agenda and Power Point Presentation shall be submitted within one week after contract award. The Final Agenda and Presentation shall be submitted two (2) weeks after the contract award.

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b) Standard: Timely: The Meeting Summary shall be submitted within one (1) week after the Orientation meeting.

c) Standard: Timely: The Meeting shall be conducted within three (3) weeks after contract award.

AQL: Zero deviation.

Deliverables A001: Draft Agenda and Power Point Presentation A002: Final Agenda and Power Point Presentation A003: Meeting Summary

5.1.2 Management Plan

The Contractor's draft Management Plan shall be delivered to the COR and CO within four (4) weeks after contract award. HUD will respond with comments within one (1) week. The Contractor shall submit a final Management Plan incorporating HUD’s comments within one (1) week of receipt of HUD comments. The Management Plan shall be submitted to the COR and CO within 15 business days when changes are made thereafter. After acceptance of the Management Plan, the Contractor shall receive the Contracting Officer's acceptance in writing of any proposed changes to the Plan.

The Management Plan shall conform to the following criteria:

A. The Management Plan shall be clear, concise, and shall demonstrate it will meet the objectives and requirements contained within the Performance Work Statement.

B. The Management Plan shall identify the following:

1. An outline of all key personnel roles and responsibilities.

2. Any proposed subcontracting or teaming arrangements and reporting relationships of subcontractors and team members; including clearly identifying aspects of the work to be performed by the prime and detailing work aspects to be performed by each subcontractor.

3. Schedules of all tasks and subtasks, meetings, and deliverables.

4. A plan that demonstrates successful communication and coordination between the Contractor and the government personnel/roles.

5. An organization chart with key personnel roles and names, including subcontractors and teaming partners. The chart shall demonstrate clear lines of authority from the top of the organization to all those working on this effort.

Performance Standards

Standard: Timely: The Draft and Final Management Plan is submitted to the Government in accordance with the deliverables schedule.

AQL: Zero Deviation

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A004: Draft Management Plan A005: Final Management Plan

5.1.3 Monthly Progress Reports and Ongoing Communication

The Contractor shall provide the CO and COR progress reports with a summary of each task in the contract monthly. The monthly reports shall be submitted electronically as a Word document. The Contractor shall be available to discuss the deliverables and progress reports via teleconferences. The monthly summaries shall be submitted by the 15th day of each month and at the minimum each report shall cover the following:

1. A description of the work and specific progress made on each task;

2. Contract Deliverable Table with a column for date delivered and summary of deliverables;

3. Problems or /and any unforeseen occurrences and approach to solve the problems;

4. Activities for the next month;

5. Breakdown of monthly expenditures as follows:

Fixed Priced - CLIN and Sub CLIN contract prices and expenditures for Fixed-Priced CLINs by month.

TM and LH - CLIN and Sub CLIN negotiated and actual expended labor hours, labor rates and costs and direct costs for Time and Material and Labor Hour CLINs by month.

6. Any other significant concerns or issues.

The contractor and HUD shall also have regularly scheduled virtual meetings to discuss contract implementation and matters requiring attention or approval monthly at a minimum.

Performance Standards

Standard: Timely: The Contractor shall submit monthly reports by the 15th day of each month. Reports shall be submitted contemporaneously with payment invoices in a timely fashion. Monthly meetings should take place as agreed to and established by the

Contractor and the COR.

AQL: Zero Deviation

Deliverables A006: 12 Monthly Reports (Base Year) A014: 12 Monthly Reports (Option Year)

5.2 Create and Publish Infographics

5.2.1 Create and Publish Twelve AHS Topical Infographics

The contractor shall create infographics for HUD American Housing Survey data. The anticipated content is as follows:

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a. Expected to be similar in design and length (one page) to the 2019 and 2021 AHS topical infographics available on the AHS website (https://www.census.gov/programs-surveys/ahs/visualizations.html).

b. HUD shall provide general topics for content, but the Contractor shall provide specific content ideas based on the data available within the AHS. A list of AHS variables by survey year can be found in the AHS Codebook (https://www.census.gov/programs-surveys/ahs/tech-documentation/codebooks/ahs-codebook-tool.html) and the survey questionnaires respondents answered can be found in the AHS Items Booklet

(https://www2.census.gov/programs-surveys/ahs/2021/2021%20AHS%20Items%20Booklet.pdf).

The data source for the infographic content is expected to come from manipulations of data queries from the AHS Table Creator (https://www.census.gov/data/data-tools/ahs-table-creator.html). The following webinar discusses how to use the user-friendly AHS Table Creator:

https://www.census.gov/library/video/2019/ahs-table-creator.html. The content should be descriptive and consist of univariate statistics and crosstabulations of variables. The Contractor shall provide suggestions about which statistics resonate most with the public and the preferred way to arrange data within the infographics to appeal to HUD’s target audiences when suggesting specific content ideas.

To ensure quality control and successful delivery of each infographic, the Contractor shall:

a. Ensure its quality control plan includes a process to verify that each statistic extracted from the AHS Table Creator matches what is published online and that statistics calculated from the AHS Table Creator are accurate before its draft infographics are submitted to HUD.

b. Participate in up to three rounds of revisions for each of the infographics, factsheets, and information sheets.

The Contractor shall be responsible for creating publications for HUD and the public in a clear and accessible manner to both technical and non-technical audiences. Infographics shall be stand-alone documents that provide an overview of the subject or theme and the data collection and analysis activities that were undertaken to address the subject or theme covered in each infographic. The infographics are expected to be of publishable quality, and HUD intends to publish several of these infographics on www.huduser.gov and/or on www.census.gov.

However, some infographics may be reserved for HUD’s internal decision-making based on the subject matter.

The Contractor shall not be required to modify or eliminate independent opinions, judgments, conclusions, or views. Where the Contractor’s views do not coincide with HUD’s views, the Contractor shall be required to clearly label these views. HUD may require language inserts to label such independent views. If there is disagreement regarding the adequacy of the data, methodology, calculations, analyses, or other technical elements of the work used to support the independent views of the Contractor, HUD may require the insertion of a clearly labeled HUD dissent (or dissents) in the text of the final approved version of a report. Disapproved infographics shall be resubmitted for review following correction of the cited deficiency. The complete text of an approved infographic shall be submitted in accordance with the instructions https://www.census.gov/programs-surveys/ahs/visualizations.html https://www.census.gov/programs-surveys/ahs/visualizations.html https://www.census.gov/programs-surveys/ahs/tech-documentation/codebooks/ahs-codebook-tool.html https://www.census.gov/programs-surveys/ahs/tech-documentation/codebooks/ahs-codebook-tool.html https://www2.census.gov/programs-surveys/ahs/2021/2021%20AHS%20Items%20Booklet.pdf https://www2.census.gov/programs-surveys/ahs/2021/2021%20AHS%20Items%20Booklet.pdf https://www.census.gov/data/data-tools/ahs-table-creator.html https://www.census.gov/data/data-tools/ahs-table-creator.html https://www.census.gov/library/video/2019/ahs-table-creator.html http://www.huduser.gov/ http://www.census.gov/

15 JulySeptember 20264 provided in PD&Rs “Guidelines of Preparing a Report for Publication” that can be found at the following link: https://www.huduser.gov/portal/About/style-guide-for-reports.pdf.

The Contractor shall use the following disclaimer for each infographic required in this contract:

“The contents of this infographic are the views of the Contractor and do not necessarily reflect the views or policies of the U.S. Department of Housing and Urban Development or the U.S. Government.”

The Contractor shall ensure that final written infographics submitted to HUD are accessible to persons with disabilities by ensuring all written materials are Section 508 compliant. An element of Section 508 compliance includes the development of alternative text (alt text) to ensure that any graphic, image, or photograph that conveys meaningful information. Additional information regarding 508 compliance and guidance on developing alt-text can be provided by the COR and found on HUD’s website at the following link:

https://www.hud.gov/program_offices/cio/Section_508_At_HUD.

The Contractor shall not publish reports based on these tasks or otherwise disclose the contents of infographics prepared under this contract to the public following the formal submission of an infographic until HUD publishes the infographics, unless the COR has provided written permission to the Contractor. If the Contractor wishes to publish after the infographics are made public, the Contractor shall include a clear notice that the research was performed under a contract with the Office of Policy Development & Research, U.S. Department of Housing and Urban Development. Although these infographics will have been prepared with HUD funds, the Contractor may copyright the layout and design (but not the substantive language, which remains in the public domain.)

a) Standard: Deliver infographics periodically over the course of the performance period.

The first infographic draft is due 4 weeks after the beginning of the performance period.

Subsequent infographic drafts will be due 12 weeks, 21 weeks, 27 weeks, 36 weeks and 44 weeks after the beginning of the Base Year.

AQL: Zero deviation. Infographics should contain plain language, be consistent and replicable with AHS data from the specified time periods.

b) Standard: Final deliverables are delivered on schedule.

AQL: 92% of deliverables are delivered on schedule.

A007: 12 AHS Topical Infographics

5.2.2 Create and Publish Eight RHFS Topical Infographics

The contractor shall create infographics for HUD Rental Housing Finance Survey data. The anticipated content is as follows:

https://www.huduser.gov/portal/About/style-guide-for-reports.pdf https://www.hud.gov/program_offices/cio/Section_508_At_HUD

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a. Expected to be similar in design to the 2019 and 2021 AHS topical infographics available on the AHS website (https://www.census.gov/programs-surveys/ahs/visualizations.html).

b. HUD will provide general topics for content, but the contractor shall provide specific content ideas based on their expertise. RHFS variables by survey year can be found in the RHFS Codebook (https://www.census.gov/programs-surveys/rhfs/data/puf/2021/2021-codebook.html) and the survey questionnaires respondents answered can be found in the RHFS Items Booklet (https://www2.census.gov/programs-surveys/rhfs/technical-documentation/glossary/2024/2024-RHFS-Items-Booklet.pdf).

The data source for the infographic content is expected to come from manipulations of data queries from the RHFS Table Creator (https://www.census.gov/programs-surveys/rhfs/data/table-creator.html). A guide to the user-friendly RHFS Table Creator can be found here: https://www2.census.gov/programs-surveys/rhfs/technical-documentation/help-guides/2018/2018_RHFS_Table_Creator_Help_Guide%20_-_4-12-21_Final.pdf. The content should be descriptive and consist of univariate statistics and crosstabulations of variables. The Contractor shall provide suggestions about which statistics resonate most with the public and the best way to arrange data within the infographics to appeal to HUD’s target audiences when suggesting specific content ideas.

To ensure quality control and successful delivery of each infographic, the Contractor shall:

a. Ensure the quality control plan includes a process to verify that each statistic extracted from the AHS Table Creator matches what is published online and that statistics calculated from the AHS Table Creator are accurate before its draft infographics are submitted to HUD.

b. Participate in up to three rounds of revisions for each of the infographics, factsheets, and information sheets.

The Contractor shall be responsible for creating publications for HUD and the public in a clear and accessible manner to both technical and non-technical audiences. Infographics shall be stand-alone documents that provide an overview of the subject or theme and a description of the analysis activities that were undertaken to address the subject or theme covered in each infographic. The infographics are expected to be of publishable quality, and HUD intends to publish several of these infographics on www.huduser.gov and/or on www.census.gov.

However, some infographics may be reserved for HUD’s internal decision-making based on the subject matter.

The Contractor shall not be required to modify or eliminate independent opinions, judgments, conclusions, or views. Where the Contractor’s views do not coincide with HUD’s views, the Contractor shall be required to clearly label these views. HUD may require language inserts to label such independent views. If there is disagreement regarding the adequacy of the data, methodology, calculations, analyses, or other technical elements of the work used to support the independent views of the Contractor, HUD may require the insertion of a clearly labeled HUD dissent (or dissents) in the text of the final approved version of a report. Disapproved infographics shall be resubmitted for review following correction of the cited deficiency. The complete text of an approved infographic shall be submitted in accordance with the instructions provided in PD&Rs "Guidelines of Preparing a Report for Publication” that can be found at the following link: https://www.huduser.gov/portal/About/style-guide-for-reports.pdf.

The Contractor shall use the following disclaimer for each infographic required in this contract:

https://www.census.gov/programs-surveys/ahs/visualizations.html https://www.census.gov/programs-surveys/rhfs/data/puf/2021/2021-codebook.html https://www.census.gov/programs-surveys/rhfs/data/puf/2021/2021-codebook.html https://www2.census.gov/programs-surveys/rhfs/technical-documentation/glossary/2024/2024-RHFS-Items-Booklet.pdf https://www2.census.gov/programs-surveys/rhfs/technical-documentation/glossary/2024/2024-RHFS-Items-Booklet.pdf https://www.census.gov/programs-surveys/rhfs/data/table-creator.html https://www.census.gov/programs-surveys/rhfs/data/table-creator.html https://www2.census.gov/programs-surveys/rhfs/technical-documentation/help-guides/2018/2018_RHFS_Table_Creator_Help_Guide%20_-_4-12-21_Final.pdf https://www2.census.gov/programs-surveys/rhfs/technical-documentation/help-guides/2018/2018_RHFS_Table_Creator_Help_Guide%20_-_4-12-21_Final.pdf http://www.huduser.gov/

17 JulySeptember 20264

“The contents of this infographic are the views of the Contractor and do not necessarily

The Contractor shall ensure that final written infographics submitted to HUD are accessible to of Section 508 compliance includes the development of alternative text (alt text) to ensure that any graphic, image, or photograph that conveys meaningful information. Additional information regarding 508 compliance and guidance on developing alt-text can be provided by the COR and found on HUD’s website at the following link:

https://www.hud.gov/program_offices/cio/Section_508_At_HUD.

The Contractor shall not publish reports based on these tasks or otherwise disclose the contents of infographics prepared under this contract to the public following the formal submission of an infographic until HUD publishes the infographics, unless the COR has provided written permission to the Contractor. If the Contractor wishes to publish after the infographics are made public, the Contractor shall include a clear notice that the research was performed under a contract with the Office of Policy Development & Research, U.S. Department of Housing and Urban Development. Although these infographics will have been prepared with

a) Standard: Deliver infographics over the course of the performance period. The first infographic draft is due 4 weeks after the beginning of the performance period.

Subsequent infographic drafts will be due 12 weeks, 21 weeks, 27 weeks, 36 weeks and 44 weeks after the beginning of the Base Year.

AQL: Zero deviation. Infographics shall contain plain language, be consistent and

AQL: 88% of deliverables are delivered on schedule.

A008: Eight RHFS Topical Infographics

5.3 Create and Publish Short Articles

5.3.1 Create and Publish One Base Year Short Article

The Contractor shall create and publish one Base Year short article (between 750 and 2,500 words) about HUD's housing surveys. The articles are expected to be similar in length and content to the "Spotlight on the 2015 American Housing Survey" located here: Spotlight on the 2015 American Housing Survey | HUD USER. HUD shall work with the Contractor to develop specific content ideas. The Contractor shall participate in up to three rounds of revisions for each article. The Contractor shall use Table Creator, or summary tables from the HUD survey (i.e., AHS, MHS, RHFS, SOC, and SOMA) that corresponds to the topic. If a Table Creator or https://www.hud.gov/program_offices/cio/Section_508_At_HUD https://www.huduser.gov/portal/pdredge/pdr-edge-frm-asst-sec-050117.html

18 JulySeptember 20264 summary tables for a specific survey exists online, its use is preferred over PUF microdata because statistical programming is not required. The Contractor can use PUF microdata, but it is not required.

The Contractor shall be responsible for creating publications for HUD and the public in a clear and accessible manner to both technical and non-technical audiences. The Contractor shall provide suggestions about which statistics resonate most with the public and the best way to arrange information within the short article to appeal to HUD’s target audiences. Short articles shall be stand-alone documents that provide an overview of the subject, a summary of the research question or questions, and the data collection and analysis activities that were undertaken to address the research question or questions covered in each article. Depending on the topic, the use of HUD survey data may be useful, but unnecessary for other subject matter. The Contractor shall cite references to news articles, peer-reviewed articles or other sources, as applicable. The short articles are expected to be of publishable quality, and HUD intends to publish several of these articles on www.huduser.gov and/or on www.census.gov.

However, some articles may be reserved for HUD’s internal decision-making based on the subject matter.

The Contractor shall not be required to modify or eliminate independent opinions, judgments, conclusions, or views. Where the Contractor’s views do not coincide with HUD’s views, the Contractor shall be required to clearly label these views. HUD may require language inserts to label such independent views. If there is disagreement regarding the adequacy of the data, methodology, calculations, analyses, or other technical elements of the work used to support the independent views of the Contractor, HUD may require the insertion of a clearly labeled HUD dissent (or dissents) in the text of the final approved version of a report. Disapproved reports shall be resubmitted for review following correction of the cited deficiency. The complete text of an approved report shall be submitted in accordance with the instructions provided in PD&Rs "Guidelines of Preparing a Report for Publication” that can be found at the following link:

https://www.huduser.gov/portal/About/style-guide-for-reports.pdf.

The Contractor shall use the following disclaimer for each article required in this contract:

“The contents of this report are the views of the Contractor and do not necessarily reflect the views or policies of the U.S. Department of Housing and Urban Development or the U.S. Government.”

The Contractor shall ensure that final written articles submitted to HUD are accessible to of Section 508 compliance includes the development of alternative text (alt-text) to ensure that any graphic, image, or photograph that conveys meaningful information. Additional information regarding 508 compliance and guidance on developing alt-text can be provided by the COR and found on HUD’s website at the following link:

https://www.hud.gov/program_offices/cio/Section_508_At_HUD.

The Contractor shall not publish reports based on these tasks or otherwise disclose the contents of short articles prepared under this contract to the public following the formal submission of a short article until HUD publishes the short article, unless the COR has provided written permission to the Contractor. If the Contractor wishes to publish after the short article is made public, the Contractor shall include a clear notice that the research was performed under a contract with the Office of Policy Development & Research, U.S. Department of Housing and Urban Development. Although these short articles will have been prepared with HUD funds, the http://www.huduser.gov/ http://www.census.gov/

19 JulySeptember 20264

Contractor may copyright the layout and design (but not the substantive language, which remains in the public domain.)

a) Standard: Deliver Short Article 31 weeks after the beginning of the Base Year.

AQL: Zero deviation. The Short Article shall contain plain language, be consistent and

b) Standard: After HUD/PD&R/HDAD review, any requested revisions submitted to the Contractor shall be made and returned to HUD within 7 business days after receipt of comments.

AQL: Any requested revisions submitted to the Contractor shall be made and returned to HUD within 10 business days.

A009: One Short Article (Base Year)

5.3.2 Create and Publish One “50th Anniversary of the AHS” Short Article

(Base Year)

The Contractor shall create and publish one short article (between 750 and 2,500 words) about the 50th Anniversary of the AHS in the Base Year. The articles are expected to be similar in length and content to the "Spotlight on the 2015 American Housing Survey" located here:

Spotlight on the 2015 American Housing Survey | HUD USER. The Contractor shall include the fact that the AHS shifted to a continuous data collection approach and its implications. HUD shall work with the Contractor to develop specific content ideas. The Contractor shall participate in up to three rounds of revisions for each article. The Contractor shall use Table Creator, or summary tables from the HUD survey (i.e., AHS, MHS, RHFS, SOC, and SOMA) that corresponds to the topic. If a Table Creator or summary tables for a specific survey exists online, its use is preferred over PUF microdata because statistical programming is not required.

The Contractor can use PUF microdata, but it is not required.

The Contractor shall be responsible for creating publications for HUD and the public in a clear and accessible manner to both technical and non-technical audiences. The Contractor shall provide suggestions about which statistics resonate most with the public and the best way to arrange information within the short article to appeal to HUD’s target audiences. Short articles shall be stand-alone documents that provide an overview of the subject, a summary of the research question or questions, and the data collection and analysis activities that were undertaken to address the research question or questions covered in each article. Depending on the topic, the use of HUD survey data may be appropriate. The Contractor shall cite references to news articles, peer-reviewed articles or other sources, as applicable. The articles are expected to be of publishable quality, and HUD intends to publish several of these reports on www.huduser.gov and/or on www.census.gov. However, some articles may be reserved for HUD’s internal decision-making based on the subject matter.

The Contractor shall not be required to modify or eliminate independent opinions, judgments, conclusions, or views. Where the Contractor’s views do not coincide with HUD’s views, the Contractor shall be required to clearly label these views. HUD may require language inserts to label such independent views. If there is disagreement regarding the adequacy of the data, https://www.huduser.gov/portal/pdredge/pdr-edge-frm-asst-sec-050117.html

20 JulySeptember 20264 methodology, calculations, analyses, or other technical elements of the work used to support the independent views of the Contractor, HUD may require the insertion of a clearly labeled HUD dissent (or dissents) in the text of the final approved version of an article. Disapproved articles shall be resubmitted for review following correction of the cited deficiency. The complete text of an approved article shall be submitted in accordance with the instructions provided in PD&Rs "Guidelines of Preparing a Report for Publication” that can be found at the following link:

“The contents of this article are the views of the Contractor and do not necessarily reflect of Section 508 compliance includes the development of alternative text (alt text) to ensure that any graphic, image, or photograph that conveys meaningful information. Additional information regarding 508 compliance and guidance on developing alt-text can be provided by the COR and found on HUD’s website at the following link:

https://www.hud.gov/program_offices/cio/Section_508_At_HUD.

The Contractor shall not publish reports based on these tasks or otherwise disclose the contents of short articles prepared under this contract to the public following the formal submission of a short article until HUD publishes the short article, unless the COR has provided written permission to the Contractor. If the Contractor wishes to publish after the short article is made public, the Contractor shall include a clear notice that the research was performed under a contract with the Office of Policy Development & Research, U.S. Department of Housing and Urban Development. Although these short articles will have been prepared with HUD funds, the

a) Standard: Deliver Short Article 15 weeks after the beginning of the Base Year.

AQL: Zero deviation. Article shall contain plain language, be consistent and replicable with AHS data from the specified time periods.

comments.

A010: One “50th Anniversary of the AHS” Short Article (Base Year)

5.3.3 Create and Publish Two Option Year Short Articles

21 JulySeptember 20264

The Contractor shall create and publish two Option Year short articles (between 750 and 2,500 words) about HUD's housing surveys. The articles are expected to be similar in length and content to the "Spotlight on the 2015 American Housing Survey" located here: Spotlight on the 2015 American Housing Survey | HUD USER. HUD shall work with the Contractor to develop specific content ideas. The Contractor shall participate in up to three rounds of revisions for each article. The Contractor shall use Table Creator, or summary tables from the HUD survey (i.e., AHS, MHS, RHFS, SOC, and SOMA) that corresponds to the topic. If a Table Creator or summary tables for a specific survey exists online, its use is preferred over PUF microdata because statistical programming is not required. The Contractor can use PUF microdata, but it is not required.

The Contractor shall be responsible for creating publications for HUD and the public in a clear and accessible manner to both technical and non-technical audiences. The Contractor shall provide suggestions about which statistics resonate most with the public and the best way to arrange information within the short article to appeal to HUD’s target audiences. Short articles shall be stand-alone documents that provide an overview of the subject, a summary of the research question or questions, and the data collection and analysis activities that were undertaken to address the research question or questions covered in each article. Depending on the topic, the use of HUD survey data may be appropriate. The Contractor shall cite references to news articles, peer-reviewed articles or other sources, as applicable. The article is expected to be of publishable quality, and HUD intends to publish several of these articles on www.huduser.gov and/or on www.census.gov. However, some articles may be reserved for HUD’s internal decision-making based on the subject matter.

The Contractor shall not be required to modify or eliminate independent opinions, judgments, conclusions, or views. Where the Contractor’s views do not coincide with HUD’s views, the Contractor shall be required to clearly label these views. HUD may require language inserts to label such independent views. If there is disagreement regarding the adequacy of the data, methodology, calculations, analyses, or other technical elements of the work used to support the independent views of the Contractor, HUD may require the insertion of a clearly labeled HUD dissent (or dissents) in the text of the final approved version of an article. Disapproved articles shall be resubmitted for review following correction of the cited deficiency. The complete text of an approved article shall be submitted in accordance with the instructions provided in PD&Rs "Guidelines of Preparing a Report for Publication” that can be found at the following link:

“The contents of this article are the views of the Contractor and do not necessarily reflect of Section 508 compliance includes the development of alternative text (alt-text) to ensure that any graphic, image, or photograph that conveys meaningful information.