1-20-2012 - NASS SOLICITATION DOCUMENT amendment.docx

NASS BUSINESS SUPPORT

Solicitation: R-DEN-02522 (sba: 0811-11-104917) Contract: C-DEN-0

PART I - THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

B.1. SERVICES - The contractor shall provide the U.S. Department of Housing and Urban Development (HUD) with analysis, recommendations and proposed solutions to complex organizational management issues that represent barriers to efficient and effective business and program management and PIH-REAC/NASS organizational goal.

B.2. HUDAR 2452.216-76 MINIMUM AND MAXIMUM QUANTITIES AND AMOUNTS FOR ORDER

(FEB 2006)

The minimum quantity and/or amount to be ordered under this contract shall not be less than the minimum amount of $4,700,000. The maximum amount to be ordered under this contract shall not exceed the maximum amount of $25,700,000. The minimum and maximum represents the total for the base and all option periods.

B.3. PRICE SCHEDULE - As total compensation for all services performed in accordance with the terms, conditions, and specifications stated herein, the contractor shall be paid according to the prices listed below.

YEAR 1 (12 MONTHS)

TASK 1 – NASS BUSINESS REQUIREMENTS DOCUMENT (BRD)

Contract Line Item Number

Requirement

Estimate / Frequency

Unit Price

Total of CLIN (round to nearest dollar)

Estimate X Unit Price

Requirement Matrix Document

Monthly Per month

Major Releases that will result in a BRD estimate – 2 3

Per BRD

Emergency Releases that will result in a BRD estimate – 1

Per BRD

Quarterly Updates

Quarterly (4) Per update

Task 1 total

TASK 2 – ASSESSMENT LABORATORY AND TESTING ANALYSIS

Master Enhancements List

Quarterly (4) Per Master Enhancements List

User Acceptance Testing (UAT) estimate – 2 3

Per UAT

Task 2 total

TASK 3 – RISK ANALYSIS AND QUALITY ASSURANCE PROCESS MONITORING, PETITIONS, APPEALS, WAIVERS AND HOUSING CHOICE VOUCHER PROGRAM (HCVP) PRODUCTION AND QUALITY ASSURANCE (QA) SUPPORT

QA Findings / Issues / Recommendations Report

Monthly (12) Per report

NASS QA Plan and PIH-REAC QA Plan

Quarterly (4) Semi-Annually (2) Per plan

Task 3 total

TASK 4 – AD-HOC MANAGEMENT REPORTING CAPABILITIES

Annual Report

Once

N/A

Ad-Hoc Reports - small estimate – 30

Per Ad-Hoc

Ad-Hoc Reports – medium estimate – 24

Per Ad-Hoc

Ad-Hoc Reports - large estimate – 10

Per Ad-Hoc

Task 4 total

TASK 5 – IDENTIFICATION AND RECOMMENDATIONS ON UPDATES AND ENHANCEME,NTS TO THE SECURE SYSTEM, MICROSTRATEGY ANALYSIS AND DATA WAREHOUSE REPORTING AND ANALYTICAL TOOL

NASS Micro-Strategy updates and enhancements estimate – 2

Per release

Data Collection / Analytical Tool - small estimate – 15

Per tool

Data Collection / Analytical Tool - medium estimate – 7

Per tool

Data Collection / Analytical Tool - large estimate – 3

Per tool

Task 5 total

TASK 6 – PROCESS AND CONDUCT ANALYSIS OF PHAS SCORES AND FINANCIAL DATA SCHEDULE FOR PHAs AND PROJECTS

PHAs Score Report and Exception Report

2 per month (24) Per month (consisting of 2 reports)

Standard Operating Procedures (SOP), Technical Documentation, Quality Assurance and Control and PHAs Score Database Users Guide

Quarterly (4) Per documents (including SOP, QA, and guide)

Task 6 total

TASK 7 - PUBLIC HOUSING ASSESSMENT SUBSYSTEM PHAS AND INTEGRATED ASSESSMENT SUBSYSTEM (NASS) TRAINING

Develop and Provide Training estimate – 14

Per training

Estimate of Pass Through of Travel Expenses

NTE

$35,000

Provide Dry-Run Training Presentation

Per training

Task 7 total

TASK 8 – ON-SITE MANAGEMENT OPERATIONS REVIEW AND ASSESSMENT

Small – 1 unit to 1,249 units estimate – 123

Per review

Medium – 1,250 units to 9,999 units estimate – 70

Per review

Large – 10,000 units or more estimate – 7

Per review

Comprehensive Final Analysis Report

Estimate of Pass Through of Travel Expenses

NTE

$228,000

Task 8 total

TRANSITION PLAN – IF NEEDED

Transition Plan total

YEAR 1 - contract value

YEAR 2 (12 MONTHS)

TASK 1 – NASS BUSINESS REQUIREMENTS DOCUMENT (BRD)

Unit Price

Requirement Matrix Document

Monthly Per month

Major Releases that will result in a BRD estimate – 2 3

Per BRD

Emergency Releases that will result in a BRD

Per BRD

Quarterly Updates

Quarterly (4) Per update

Master Enhancements List

Quarterly (4) Per Master Enhancements List

User Acceptance Testing (UAT) estimate – 2 3

Per UAT

TASK 3 – RISK ANALYSIS AND QUALITY ASSURANCE PROCESS MONITORING, PETITIONS, APPEALS, WAIVERS AND HOUSING CHOICE VOUCHER PROGRAM (HCVP) PRODUCTION AND QUALITY ASSURANCE (QA) SUPPORT

QA Findings / Issues / Recommendations Report

Monthly (12) Per report

NASS QA Plan and PIH-REAC QA Plan

Quarterly (4) Semi-Annually (2) Per plan

TASK 4 – AD-HOC MANAGEMENT REPORTING CAPABILITIES

Annual Report

Ad-Hoc Reports - small estimate – 30

Per Ad-Hoc

Ad-Hoc Reports – medium estimate – 24

Per Ad-Hoc

Ad-Hoc Reports - large estimate – 10

Per Ad-Hoc

TASK 5 – IDENTIFICATION AND RECOMMENDATIONS ON UPDATES AND ENHANCEME,NTS TO THE SECURE SYSTEM, MICROSTRATEGY ANALYSIS AND DATA WAREHOUSE REPORTING AND ANALYTICAL TOOL

NASS Micro-Strategy updates and enhancements

Per release

Data Collection / Analytical Tool - small estimate – 15

Per tool

Data Collection / Analytical Tool - medium estimate – 7

Per tool

Data Collection / Analytical Tool - large estimate – 3

Per tool

TASK 6 – PROCESS AND CONDUCT ANALYSIS OF PHAS SCORES AND FINANCIAL DATA SCHEDULE FOR PHAs AND PROJECTS

PHAs Score Report and Exception Report

2 per month = 24 Per month (consisting of 2 reports)

Standard Operating Procedures (SOP), Technical Documentation, Quality Assurance and Control and PHAs Score Database Users Guide

Quarterly (4) Per documents (including SOP, QA, and guide)

TASK 7 - PUBLIC HOUSING ASSESSMENT SUBSYSTEM PHAS AND INTEGRATED ASSESSMENT SUBSYSTEM (NASS) TRAINING

Develop and Provide Training estimate – 14

Per training

Estimate of Pass Through of Travel Expenses

NTE

Per training

TASK 8 – ON-SITE MANAGEMENT OPERATIONS REVIEW AND ASSESSMENT

Small – 1 unit to 1,249 units

Per review

Medium – 1,250 units to 9,999 units estimate – 70

Per review

Large – 10,000 units or more estimate – 7

Per review

Estimate of Pass Through of Travel Expenses

NTE

YEAR 2 - contract value

YEAR 3 (12 MONTHS)

TASK 1 – NASS BUSINESS REQUIREMENTS DOCUMENT (BRD)

Unit Price

Requirement Matrix Document

Monthly Per month

Major Releases that will result in a BRD estimate – 2 3

Per BRD

Emergency Releases that will result in a BRD

Per BRD

Quarterly Updates

Quarterly (4) Per update

Master Enhancements List

Quarterly (4) Per Master Enhancements List

User Acceptance Testing (UAT) estimate – 2 3

Per UAT

TASK 3 – RISK ANALYSIS AND QUALITY ASSURANCE PROCESS MONITORING, PETITIONS, APPEALS, WAIVERS AND HOUSING CHOICE VOUCHER PROGRAM (HCVP) PRODUCTION AND QUALITY ASSURANCE (QA) SUPPORT

QA Findings / Issues / Recommendations Report

Monthly (12) Per report

NASS QA Plan and PIH-REAC QA Plan

Quarterly (4) Semi-Annually (2) Per plan

TASK 4 – AD-HOC MANAGEMENT REPORTING CAPABILITIES

Annual Report

Ad-Hoc Reports - small estimate – 30

Per Ad-Hoc

Ad-Hoc Reports – medium estimate – 24

Per Ad-Hoc

Ad-Hoc Reports - large estimate – 10

Per Ad-Hoc

TASK 5 – IDENTIFICATION AND RECOMMENDATIONS ON UPDATES AND ENHANCEME,NTS TO THE SECURE SYSTEM, MICROSTRATEGY ANALYSIS AND DATA WAREHOUSE REPORTING AND ANALYTICAL TOOL

NASS Micro-Strategy updates and enhancements

Per release

Data Collection / Analytical Tool - small estimate – 15

Per tool

Data Collection / Analytical Tool - medium estimate – 7

Per tool

Data Collection / Analytical Tool - large estimate – 3

Per tool

TASK 6 – PROCESS AND CONDUCT ANALYSIS OF PHAS SCORES AND FINANCIAL DATA SCHEDULE FOR PHAs AND PROJECTS

PHAs Score Report and Exception Report

2 per month = 24 Per month (consisting of 2 reports)

Standard Operating Procedures (SOP), Technical Documentation, Quality Assurance and Control and PHAs Score Database Users Guide

Quarterly (4) Per documents (including SOP, QA, and guide)

TASK 7 - PUBLIC HOUSING ASSESSMENT SUBSYSTEM PHAS AND INTEGRATED ASSESSMENT SUBSYSTEM (NASS) TRAINING

Develop and Provide Training estimate – 14

Per training

Estimate of Pass Through of Travel Expenses

NTE

Per training

TASK 8 – ON-SITE MANAGEMENT OPERATIONS REVIEW AND ASSESSMENT

Small – 1 unit to 1,249 units

Per review

Medium – 1,250 units to 9,999 units estimate – 70

Per review

Large – 10,000 units or more estimate – 7

Per review

Estimate of Pass Through of Travel Expenses

NTE

YEAR 3 - contract value

YEAR 4 (12 MONTHS)

TASK 1 – NASS BUSINESS REQUIREMENTS DOCUMENT (BRD)

Unit Price

Requirement Matrix Document

Monthly Per month

Major Releases that will result in a BRD estimate – 2 3

Per BRD

Emergency Releases that will result in a BRD

Per BRD

Quarterly Updates

Quarterly (4) Per update

Master Enhancements List

Quarterly (4) Per Master Enhancements List

User Acceptance Testing (UAT) estimate – 2 3

Per UAT

TASK 3 – RISK ANALYSIS AND QUALITY ASSURANCE PROCESS MONITORING, PETITIONS, APPEALS, WAIVERS AND HOUSING CHOICE VOUCHER PROGRAM (HCVP) PRODUCTION AND QUALITY ASSURANCE (QA) SUPPORT

QA Findings / Issues / Recommendations Report

Monthly (12) Per report

NASS QA Plan and PIH-REAC QA Plan

Quarterly (4) Semi-Annually (2) Per plan

TASK 4 – AD-HOC MANAGEMENT REPORTING CAPABILITIES

Annual Report

Ad-Hoc Reports - small estimate – 30

Per Ad-Hoc

Ad-Hoc Reports – medium estimate – 24

Per Ad-Hoc

Ad-Hoc Reports - large estimate – 10

Per Ad-Hoc

TASK 5 – IDENTIFICATION AND RECOMMENDATIONS ON UPDATES AND ENHANCEME,NTS TO THE SECURE SYSTEM, MICROSTRATEGY ANALYSIS AND DATA WAREHOUSE REPORTING AND ANALYTICAL TOOL

NASS Micro-Strategy updates and enhancements

Per release

Data Collection / Analytical Tool - small estimate – 15

Per tool

Data Collection / Analytical Tool - medium estimate – 7

Per tool

Data Collection / Analytical Tool - large estimate – 3

Per tool

TASK 6 – PROCESS AND CONDUCT ANALYSIS OF PHAS SCORES AND FINANCIAL DATA SCHEDULE FOR PHAs AND PROJECTS

PHAs Score Report and Exception Report

2 per month = 24 Per month (consisting of 2 reports)

Standard Operating Procedures (SOP), Technical Documentation, Quality Assurance and Control and PHAs Score Database Users Guide

Quarterly (4) Per documents (including SOP, QA, and guide)

TASK 7 - PUBLIC HOUSING ASSESSMENT SUBSYSTEM PHAS AND INTEGRATED ASSESSMENT SUBSYSTEM (NASS) TRAINING

Develop and Provide Training estimate – 14

Per training

Estimate of Pass Through of Travel Expenses

NTE

Per training

TASK 8 – ON-SITE MANAGEMENT OPERATIONS REVIEW AND ASSESSMENT

Small – 1 unit to 1,249 units

Per review

Medium – 1,250 units to 9,999 units estimate – 70

Per review

Large – 10,000 units or more estimate – 7

Per review

Estimate of Pass Through of Travel Expenses

NTE

YEAR 4 - contract value

YEAR 5 (12 MONTHS)

TASK 1 – NASS BUSINESS REQUIREMENTS DOCUMENT (BRD)

Unit Price

Requirement Matrix Document

Monthly Per month

Major Releases that will result in a BRD estimate – 2 3

Per BRD

Emergency Releases that will result in a BRD

Per BRD

Quarterly Updates

Quarterly (4) Per update

Master Enhancements List

Quarterly (4) Per Master Enhancements List

User Acceptance Testing (UAT) estimate – 2 3

Per UAT

TASK 3 – RISK ANALYSIS AND QUALITY ASSURANCE PROCESS MONITORING, PETITIONS, APPEALS, WAIVERS AND HOUSING CHOICE VOUCHER PROGRAM (HCVP) PRODUCTION AND QUALITY ASSURANCE (QA) SUPPORT

QA Findings / Issues / Recommendations Report

Monthly (12) Per report

NASS QA Plan and PIH-REAC QA Plan

Quarterly (4) Semi-Annually (2) Per plan

TASK 4 – AD-HOC MANAGEMENT REPORTING CAPABILITIES

Annual Report

Ad-Hoc Reports - small estimate – 30

Per Ad-Hoc

Ad-Hoc Reports – medium estimate – 24

Per Ad-Hoc

Ad-Hoc Reports - large estimate – 10

Per Ad-Hoc

TASK 5 – IDENTIFICATION AND RECOMMENDATIONS ON UPDATES AND ENHANCEME,NTS TO THE SECURE SYSTEM, MICROSTRATEGY ANALYSIS AND DATA WAREHOUSE REPORTING AND ANALYTICAL TOOL

NASS Micro-Strategy updates and enhancements

Per release

Data Collection / Analytical Tool - small estimate – 15

Per tool

Data Collection / Analytical Tool - medium estimate – 7

Per tool

Data Collection / Analytical Tool - large estimate – 3

Per tool

TASK 6 – PROCESS AND CONDUCT ANALYSIS OF PHAS SCORES AND FINANCIAL DATA SCHEDULE FOR PHAs AND PROJECTS

PHAs Score Report and Exception Report

2 per month = 24 Per month (consisting of 2 reports)

Standard Operating Procedures (SOP), Technical Documentation, Quality Assurance and Control and PHAs Score Database Users Guide

Quarterly (4) Per documents (including SOP, QA, and guide)

TASK 7 - PUBLIC HOUSING ASSESSMENT SUBSYSTEM PHAS AND INTEGRATED ASSESSMENT SUBSYSTEM (NASS) TRAINING

Develop and Provide Training estimate – 14

Per training

Estimate of Pass Through of Travel Expenses

NTE

Per training

TASK 8 – ON-SITE MANAGEMENT OPERATIONS REVIEW AND ASSESSMENT

Small – 1 unit to 1,249 units

Per review

Medium – 1,250 units to 9,999 units estimate – 70

Per review

Large – 10,000 units or more estimate – 7

Per review

Estimate of Pass Through of Travel Expenses

NTE

YEAR 5 - contract value

TOTAL ALL YEARS (1-5) - contract value

SECTION C - DESCRIPTION / SPECIFICATIONS / PERFORMANCE WORK STATEMENT STATEMENT OF WORK

C.1. GENERAL

1.1. The Office of Public and Indian Housing-Real Estate Assessment Center (PIH-REAC) has been charged with the responsibility for capturing, reviewing and evaluating performance and compliance data from the portfolio of housing authority properties and program participants for which HUD has a financial interest and statutory obligation to monitor. HUD and Congress have mandated that Public Housing Agencies (PHAs) be evaluated, scored, and rated using the indicators defined in the Public Housing Assessment System (PHAS).

1.2. The Integrated Assessment Sub-System (NASS) is the Public and Indian Housing-Real Estate Assessment Center’s assessment reporting system for PHAs. Data collected under the NASS system is used to compile, review, and produce the composite PHAS score to PHAs. To accomplish this objective, the NASS program helps HUD to ensure PHAS scores accurately reflect the performance of a PHA. The NASS software program disseminates information, designates PHAs as troubled and remands them to the appropriate Field Office. The NASS software program helps manage and facilitate PHA appeals and waiver process, and assist PIH-REAC management in addressing stakeholders concerns, training needs, and/or special projects. NASS software program provide guidance on PHAS data submissions, system training, appeals, and waiver assistance. Furthermore, the NASS software program helps communicate assessment reports to those in HUD charged with regulating and/or monitoring the HUD housing stock. The NASS software program links financial, management, physical, and resident satisfaction assessment results in the production of the PHAS score. The PHAS score is viewed as a comprehensive oversight tool that effectively and fairly provides performance measures based on standards that are objective and uniform.

C.2. ABBREVIATIONS, DEFINITIONS, AND APPLICABLE DOCUMENTS/PUBLICATIONS

2.1. ABBREVIATIONS

2.1.1. BRD: Business Requirements Documents

2.1.2. FYE: Fiscal Year End

2.1.3. HA: Housing Authority

2.1.4. HCVP: Housing Choice Voucher Program

2.1.5. MAL: Master Assessment List

2.1.6. NASS: Integrated Assessment Sub-System

2.1.7. NLT: Not later than

2.1.8. NTE: Not to exceed

2.1.9. OFO POC: HUD Office of Field Operations Point of Contact

2.1.10. PHA: Public Housing Agency

2.1.11. PHAS: Public Housing Assessment System (PHAS)

2.1.12. PIH-REAC: Office of Public and Indian Housing-Real Estate Assessment Center

2.1.13. UAT: User Acceptance Testing

2.2. DEFINITIONS

2.2.1. Contracting Officer (CO): The HUD official authorized to execute and administer this contract on behalf of HUD and includes any duly appointed successor or authorized representative.

2.2.2. Day: Calendar day unless stated otherwise. If a deliverable is due on a weekend or holiday the deliverable shall be considered due the next business day.

2.2.3. Government Technical Monitor (GTM): The GTM is subordinate to the GTR and assists the GTR in monitoring the contractor’s performance. The GTM may provide project-specific technical clarification and assistance to the contractor in the performance of duties of this contract. The GTM provides technical advice and assistance to the GTR.

Note: the GTM is prohibited from ordering / assigning work.

2.2.4. Government Technical Representative (GTR): A HUD employee who acts as the Contracting Officer’s representative in all matters concerning the technical aspects of a contract. The GTR is responsible for giving contractors technical advice and guidance related to the work required by the contract. Moreover, the GTR is the principal judge of a contractor’s performance, including the quality and timeliness of services.

Note: the GTR is responsible for ordering / assigning work as directed by the Contracting Officer.

2.2.5. HUD: The U.S. Department of Housing and Urban Development. The terms “Department of Housing and Urban Development,” “HUD” and the “Government” shall be synonymous and may be used interchangeably in this contract.

2.2.6. NASS I.T. system release months: September and April

2.2.7. Quarter: January thru March, April thru June, July thru September, October thru December.

C.3. GOVERNMENT FURNISHED ITEMS AND SERVICES

3.1. The GTR or GTM will provide the contractor with the list of the training locations, major housing industry meetings nationwide and estimated number of attendees for Task 7, the list of the review and assessment locations and estimated number of attendees for Task 8, the previous Business Requirements Documents (BRD), User Tests and Requirements Traceability Matrixes, SharePoint Specifications, the Training Evaluation form and Pilot Tests for Secure System.

3.2. On the effective date of the contract (which is based on completion of all security clearances), the GTR will provide the contractor working space, computer equipment, office equipment, telephones, facsimile machines, administrative office material and supplies for NTE 6 contractor employees at 550 12th Street, SW, Washington, DC 20410. The GTR will also provide the contractor with access to the NASS Subsystem and the Reporting Server.

3.3. As noted in Section C.8.7.1.7. HUD will facilitate the reproduction of the training material.

C.4. CONTRACTOR FURNISHED ITEMS

4.1. The contractor shall furnish the necessary personnel, materials, travel, and services and shall otherwise do all things necessary for, or incidental to, the performance of the tasks set forth in this contract.

4.2. The contractor shall appoint two central points of contact (a main point of contact and an alternate point of contact) that shall be listed as key personnel per HUDAR 2452.237-70 “Key Personnel”. At a minimum, the main central point of contact shall receive guidance and direction from the GTR, GTM, Contracting Officer and the Contracting Officer’s representative in accordance with HUDAR 2452.237-73 “Conduct of Work and Technical Guidance”. The main and alternate points of contact shall not be subcontractor/consultant personnel.

C.5. 36 CFR §1194, U.S. ARCHITECTURAL AND TRANSPORTATION BARRIERS COMPLIANCE BOARD (ACCESS BOARD) STANDARDS AS RELATED TO CONTRACT DELIVERABLES

Unless otherwise specified, all deliverables under this requirement shall comply with 36 CFR §1194.31, U.S. Architectural and Transportation Barriers Compliance Board (Access Board) Standard – Functional Performance Criteria and 36 CFR §1194.41, U.S. Architectural and Transportation Barriers Compliance Board (Access Board) Standard – Information, Documentation and Support under the authority of Section 508 of the Rehabilitation Act Amendment of 1998. In order to comply with these standards, the contractor shall submit all deliverables in soft copy in a format readable by the assistive technology program, JAWS (HUD’s standard screen reader). Any necessary charts, graphs, or illustrations provided in the body of the document shall also provide a descriptor of the nature of the chart, graph or illustration.

Note: All questions or concerns regarding Section 508 shall be submitted in writing to the Contracting Officer for resolution.

C.6. DELIVERABLES - Unless otherwise stated, the contractor shall deliver a soft copy, via an e-mail attachment, of all documents and progress reports to the GTR, GTM, and CO. If the attachment is too large to e-mail, the contractor shall copy the document onto a CD and deliver the CD to the GTR, GTM, and CO.

C.7. CONTRACTOR TRAVEL

7.1. NLT 15 days after written approval of the final travel schedule by the GTR, with input from the GTM, the contractor shall provide the GTR, GTM and CO with a detailed estimate of all travel and training/review expenses under Task 7, and Task 8, itemized by contractor trip. The GTR, with input from the GTM will review the travel cost and the GTR will provide, in writing, either a rejection, a request for a revision of the cost estimate, or approval the travel cost estimate authorizing the contractor’s travel. The approval of the contractors travel estimates will be in writing by the GTR and shall be itemized by each of the contractors’ trip.

7.2. The contractor shall adhere to the restrictions of the Federal Travel Regulations (FTR) (per diem (M&IE & lodging) and travel).

Note 1: Per FTR §201-11.2 - the contractor is prohibited from invoicing for meals and incidental expenses (M&IE) if travel is for 12 hours or less.

Note 2: Per FTR §201-11.101 – the contractor shall be restricted to invoicing for 75% of the M&IE on the first day of travel, 100% of the M&IE on full days in travel status and 75% of the M&IE on the last day of travel.

C.8. STATEMENT OF WORK

8.1. TASK 1 – NASS BUSINESS REQUIREMENTS DOCUMENT (BRD)

8.1.1. The contractor shall perform on-going development and updating of the NASS Business Requirements Document (BRD) and processes for the business area being addressed including the business process design for the quality assurance component of each subsystem business area, which includes NASS, FASS, PASS, MASS, RASS and Capital Fund, etc. Integrate changes with all subsystems as a result of any updates or changes in policy, notices, rules, etc. The GTR will provide written assignments for each release to be accomplished by the contractor with a copy of the assignment sent via-e-mail to the CO. The contractor shall deliver new or revised business requirements documents, resulting from IT releases and policy/regulation changes, and in accordance with the System Development Methodology (SDM) Policy. During the course of this contract two major releases are anticipated per year, with the possibility of two one emergency releases where the BRD would require updating based on system requirements, system enhancements and integration with other PIH-REAC subsystems in compliance with the PHAS including notices, proposed rule, and interim/final rule. The contractor shall maintain the BRD current and shall capture any changes to the BRD as soon as a change is identified by either the contractor or the GTR or GTM. Revised changes to the BRD shall be highlighted upon each update.

8.1.2. The contractor shall prepare and deliver a monthly requirement matrix document highlighting any changes for each planned system release/future release.

8.1.3. The contractor shall deliver the NASS BRD, in accordance with the SDM that includes the business process design for the quality assurance component of each business area, and where applicable, integration with other PIH-REAC systems.

8.1.4. The contractor shall deliver quarterly updates for each system release (major and emergency) currently scheduled in each major system release (two times per year) and emergency release (two times once per year) as the sub-system changes.

8.1.5. DELIVERABLES

8.1.5.1. REQUIREMENT MATIX DOCUMENT

8.1.5.1.1. Deliver the draft document, highlighting any changes NLT the 5th day of each month. The GTR, with input from the GTM, will provide written comments via e-mail to the contractor NLT 5 days after receipt of the draft document.

8.1.5.1.2. Deliver the final document NLT five days after receipt of GTR comments

8.1.5.2. NASS BUSINESS REQUIREMENTS DOCUMENT (BRD)

Note: estimated at two for major releases and one for emergency releases per year)

8.1.5.2.1. Deliver the draft document, highlighting any changes NLT 180 days prior to a major system release and NLT 45 days prior to an emergency release. The GTR, with input from the GTM, will provide written comments via e-mail to the contractor NLT 15 days after receipt of the draft document.

8.1.5.2.2. Deliver the final document NLT five days after receipt of GTR comments

8.1.5.3. .QUARTERLY UPDATES OF SYSTEM RELEASES - Deliver the documents NLT five days after the end of each quarter.

8.2. TASK 2 – ASSESSMENT LABORATORY AND TESTING ANALYSIS

8.2.1. The contractor shall perform research, analysis and testing of various approaches to be used for assessing the performance and compliance requirements of the applicable HUD program constituency, and shall provide requirements analysis, design input, and testing in support of the design and implementation of the NASS subsystem and operating processes. The contractor shall conduct system compatibility and system enhancements testing, to include performance of User Acceptance Testing (UAT), etc., of upcoming test cycle system releases and enhancements to HUD’s systems and produce a Master Enhancement List. The contractor shall write script for each UAT. The UAT script should include each step that any designated government staff can perform UAT by following the test script. The contractor shall provide a summary of test result findings at the conclusion of each test cycle, system compatibility or system enhancement testing. The contractor shall assist the NASS Team by providing analyses and evaluations, to monitor/evaluate PHAS indicators and indicator scores to ensure requirements are accurately implemented, to provide new approaches to assessment of PHA scores within the PHAS program, to provide input into the NASS Quality Assurance Program, to record the status of system enhancements and to capture warranted/requested changes of the NASS team to REAC system functionality utilizing the Master Enhancement List.

8.2.2. Quantities

8.2.2.1. Master Enhancements List: four times (once each quarter)

8.2.2.2. User Acceptance Testing (UAT): estimated @ two times per year for a major release & once for an emergency system release)

8.2.3. Deliverables

8.2.3.1. MASTER ENHANCEMENTS LIST - deliver the document NLT the 5th day after the end of each quarter.

8.2.3.2. USER ACCEPTANCE TESTING (UAT)

8.2.3.2.1. Deliver the draft UAT Script NLT 30 days before the I.T. release date. The GTR, with input from the GTM, will provide written comments via e-mail NLT three days after receipt of draft.

8.2.3.2.2. Deliver draft UAT Test Report NLT one day after UAT has been conducted. The GTR, with input from the GTM, will provide written comments via e-mail NLT five days after receipt of the UAT test reports.

8.2.3.2.3. Deliver the final UAT Script and Test Report NLT one day after receipt of GTR comments.

8.3. TASK 3 – RISK ANALYSIS AND QUALITY ASSURANCE PROCESS MONITORING, PETITIONS, APPEALS, WAIVERS AND HOUSING CHOICE VOUCHER PROGRAM (HCVP) PRODUCTION AND QUALITY ASSURANCE (QA) SUPPORT

8.3.1. The contractor shall perform on-going operational production and quality assurance support in processing and managing PHAS appeals / petitions, waivers and HCVP (including Section 8 only). The contractor shall work with the PIH-REAC appeals/petitions, waivers and HCVP team in maintaining and/or enhancing appeals, petitions, waivers and HCVP Share Point site software for tracking the status of appeals, petitions, waivers and HCVP, including dissemination to the appropriate PIH-REAC subsystems. The contractor shall conduct monthly quality assurance reviews of appeals, petitions, waivers and HCVP for adherence to established operating procedures. The reviews shall address all of appeals, petitions, waivers, and HCVP for testing, whether or not the established operating procedures were followed and any recommendations for improving appeal, petition, waiver and HCVP processing.

8.3.2. After the contractor conducted monthly QA reviews of appeals/petition and waivers for adherence to established operating procedures, the contractor shall deliver the findings and issues with recommendations.

8.3.3. PIH-REAC/NASS QUALITY ASSURANCE (QA) PLAN - The contractor shall perform on-going analysis and evaluation of the existing NASS sub-system QA module and PIH-REAC-wide quality assurance program. The contractor shall provide QA Findings, Issues / Recommendations for development of an enhanced QA program that documents new processes and procedures to ensure compliance with quality assurance plans. The contractor shall update the NASS QA Plan as well as the overall PIH-REAC QA Plan, both of which shall be considered to be living documents and shall be updated semi-annually. The QA program shall encompass NASS QA plan as well as the overall PIH-REAC QA Plan. The overall program should track REAC sub-system/component performance measures, track sub-system/component compliance, provide status reports and executive level reports for sub-system/component managers, NASS and senior management to evaluate individual and organizational accomplishments.

8.3.4. PHAS SHARE POINT SOFTWARE MAINTENANCE - The contractor shall maintain the existing NASS Share Point software system for PHAS and all of the related subsystems for exchange of information between the PHAS subsystems, including inter-tracking or inter-actions between the PHAS subsystems, enhancing, maintaining and retrieving appeals, petition, waivers, HCVP, FYE changes, PHA consolidations, MAL, and other common PHAS documents/ information, and generating reports as needed. The SharePoint system shall be identical to HUDs system. Systems specifications will be provided by the GTR or GTM at the post award conference.

8.3.5. Quantities

8.3.5.1. QA Findings / Issues / Recommendations Report – 12 times per year

8.3.5.2. NASS QA Plan and PIH-REAC QA Plan - Draft plan – once per year

8.3.6. Deliverables

8.3.6.1. QA FINDINGS / ISSUES / RECOMMENDATIONS REPORT - Deliver the findings / issues / recommendation NLT 10 days after end of each month.

8.3.6.2. NASS QA PLAN AND PIH-REAC QA PLAN

8.3.6.2.1. Deliver the draft plans NLT 10 days after each quarter July 10th and January 9th of each calendar year. The GTR, with input from the GTM, will provide written comments via e-mail NLT 15 days after receipt of the draft documents.

8.3.6.2.2. Deliver the final documents NLT 10 days after receipt of comments.

8.4. TASK 4 – AD-HOC MANAGEMENT REPORTING CAPABILITIES

8.4.1. The contractor shall perform general research and analysis, and conduct quality assurance in the production of Annual Report to include the tracking and monitoring of progress made towards achieving NASS Management Performance goals, the preparation of a Master Assessment List (MAL) for each FYE, HCVP reports, and other AD-HOC Reports as directed in writing by the GTR or GTM.

8.4.2. As directed in writing by the GTR, the contractor shall prepare ad-hoc reports and conduct analyses utilizing REAC secure system, micro-strategy, the Data Warehouse and the Reporting Server, and any other systems, to produce the report(s). The contractor shall conduct quality assurance tests to ensure that the data is accurate and correct prior to delivery to the GTR and GTM.

8.4.3. As directed in writing by GTR, the contractor shall prepare ad-hoc reports, data analysis and data base tools using Data Warehouses/reporting server. Ad-Hoc reports may be produced in Word, Excel, Microsoft Access or Microsoft Power Point with documentation such as data collections methodology, users guides, quality assurances steps performed and results. The contractor shall review the assignment and determine if the duration is adequate. The contractor shall deliver a Review of the Ad-Hoc Assignment and state that the duration is adequate to complete the assignment or if the duration is not adequate the contractor shall request a revised duration. The GTR or GTM will provide the contractor with a revised written assignment representing the revised duration.

8.4.4. IT IS ESTIMATED THAT THE AD-HOC REPORTS SHALL CONSIST OF PULLING DATA FROM THE DATA WAREHOUSE.

8.4.5. Ad-Hoc Reports fall into these categories:

8.4.5.1. Small – due NLT two days after written assignment

8.4.5.2. Medium – due NLT three days after written assignment

8.4.5.3. Large - due NLT five days after written assignment

8.4.6. Quantities

8.4.6.1. Annual Report – once

8.4.6.2. Ad-Hoc Reports

8.4.6.2.1. Small – 30 estimate

8.4.6.2.2. Medium – 24 estimate

8.4.6.2.3. Large - 10 estimate

8.4.7. Deliverables

8.4.7.1. ANNUAL REPORT

8.4.7.1.1. Deliver the draft report NLT 15 days after the end of the federal fiscal year (September 30th). The GTR, with input from the GTM, shall provide written comments via e-mail NLT 10 days after receipt of the draft report.

8.4.7.1.2. Deliver the final report NLT two days after receipt of GTR comments.

8.4.7.2. AD-HOC REPORTS

8.4.7.2.1. Review of the Ad-Hoc Assignment – deliver the document NLT one day after written assignment

8.4.7.2.2. Ad-Hoc Reports

8.4.7.2.2.1. Deliver the draft reports and supporting material (small – due NLT two days after written assignment, medium – due NLT three days after written assignment & large - due NLT five days after written assignment). The GTR, with input from the GTM, shall provide comments via e-mail NLT three days after receipt of the draft reports.

8.4.7.2.2.2. Deliver the final reports NLT one day after the receipt of comments.

8.5. TASK 5 – IDENTIFICATION AND RECOMMENDATIONS ON UPDATES AND ENHANCEMENTS TO THE SECURE SYSTEM, MICROSTRATEGY ANALYSIS AND DATA WAREHOUSE REPORTING AND ANALYTICAL TOOL

8.5.1. The contractor shall deliver updates, enhancements, business analysis tools and testing using the Micro-Strategy Analytical Reporting Tool, Microsoft Excel, Microsoft Access and Data Warehouse and REAC Reporting Server databases. The contractor shall also deliver the updated NASS Micro-Strategy Reprint Tool User-Manual. The contractor shall:

8.5.1.1. Brief the GTR and GTM on its methodology and identify issues, assumptions, benefits, risks, and recommendations associated with the selected methodology and enhancement recommendations.

8.5.1.2. For each system release currently scheduled in each major system release, deliver:

8.5.1.2.1. NASS Micro-Strategy Report Prototyping Updates and Enhancements

8.5.1.2.2. NASS Micro-Strategy Object Schema Recommendations Updates and Enhancements

8.5.1.2.3. NASS Data Element Requirements for the PIH-REAC Data Warehouse Updates and Enhancements

8.5.1.2.4. NASS Micro-Strategy Data Validation Updates and Enhancements

8.5.1.2.5. NASS Micro-Strategy Report Testing Updates and Enhancements

8.5.1.2.6. NASS Micro-Strategy Reporting Tool User-Manual

8.5.1.2.7. Data Collection/Analytical Reporting Tool

8.5.2. The contractor shall develop a data matrix for the purpose of testing against system requirements, and shall test the requirements to ensure proper functioning of the system requirements. Testing shall be accomplished on the date the testing is scheduled, normally 10 days prior to system release.

8.5.3. The contract shall coordinate and run Micro-strategy reports with the Data Warehouse and conduct quality assurance on the information collected against production data in Secure Systems to ensure the accuracy of Micro-Strategy generated reports in accordance with the PIH-REAC Quality Assurance program.

8.5.4. Data Collection/Analytical Reporting Tools - The contractor shall develop, maintain, and update various data collection/analytical tools. The GTR will provide a written assignment to the contractor containing the work to be completed and the duration depending upon the size of the assignment. The contractor shall review the assignment and determine if the duration is adequate. The contractor shall deliver the Review of the Assignment and state that the duration is adequate to complete the assignment or it if the duration is not adequate the contractor shall request a revised duration. The GTR will provide the contractor with a revised written assignment representing the revised duration. The contractor shall deliver Data Collection/Analytical Reporting Tools based on Microsoft Access, Microsoft Excel and HUD Data Warehouse and REAC Reporting Server databases and shall include the data collection methodology, maintenance guides, quality assurance steps performed and results user’s manual.

8.5.4.1. The following tools have been developed:

8.5.4.1.1. PHA Info

8.5.4.1.2. The Excel Tool e-mailing Office field Operations (OFO)

8.5.4.1.3. PHAs score output.

8.5.4.1.4. PHAs Appeals

8.5.4.1.5. PCNE / PASS Scoring Tool

8.5.4.2. Master Assessment List (MAL)

8.5.4.2.1. MAL Assembler

8.5.4.2.2. E-mail engine

8.5.4.2.3. Excel PHAs score

8.5.4.3. Tool Duration

8.5.4.3.1. Small – maximum of seven days

8.5.4.3.2. Medium - maximum of 14 days

8.5.4.3.3. Large – maximum of 28 days

8.5.4.4. Tool Quantities

8.5.4.4.1. Small – 15 Estimate

8.5.4.4.2. Mediums – 7 Estimate

8.5.4.4.3. Large – 3 Estimate

8.5.5. Deliverables

8.5.5.1. NASS MICRO-STRATEGY REPORT PROTOTYPING UPDATES AND ENHANCEMENTS

8.5.5.1.1. Deliver the draft document NLT 30 days after a system release. The GTR, with input from the GTM, will provide written comments via e-mail NLT 10 days after receipt of the draft report.

8.5.5.1.2. Deliver the final document NLT five days after receipt of GTR comments.

8.5.5.2. NASS MICRO-STRATEGY OBJECT SCHEMA RECOMMENDATIONS UPDATES AND ENHANCEMENTS

8.5.5.2.1. Deliver the draft document NLT 30 days after a system release. The GTR, with input from the GTM, will provide written comments via e-mail NLT 10 days after receipt of the draft report.

8.5.5.2.2. Deliver the final document NLT five days after receipt of the comments.

8.5.5.3. NASS DATA ELEMENT REQUIREMENTS FOR THE PIH-REAC DATA WAREHOUSE UPDATES AND ENHANCEMENTS

8.5.5.3.1. Deliver the draft document NLT 30 days after a system release. The GTR, with input from the GTM, will provide written comments via e-mail NLT 10 days after receipt of the draft document.

8.5.5.3.2. Deliver the final document NLT five days after receipt of the comments.

8.5.5.4. NASS MICRO-STRATEGY DATA VALIDATION UPDATES AND ENHANCEMENTS

8.5.5.4.1. Deliver the draft document NLT 30 days after a system release. The GTR, with input from the GTM, will provide written comments via e-mail NLT 10 days after receipt of the draft document.

8.5.5.4.2. Deliver the final document NLT five days after receipt of the comments.

8.5.5.5. NASS MICRO-STRATEGY REPORT TESTING UPDATES AND ENHANCEMENTS

8.5.5.5.1. Deliver the draft document NLT 30 days after a system release. The GTR, with input from the GTM, will provide written comments via e-mail NLT 10 days after receipt of the draft document.

8.5.5.5.2. Deliver the final document NLT five days after receipt of the comments

8.5.5.6. NASS MICRO-STRATEGY REPORTING TOOL USER-MANUAL

8.5.5.6.1. Deliver the draft document NLT 30 days after a system release. The GTR, with input from the GTM, will provide written comments via e-mail NLT 10 days after receipt of the draft document.

8.5.5.6.2. Deliver the final document NLT five days after receipt of the comments.

8.5.5.7. NASS MICRO-STRATEGY REPORT TESTING AND DATA MATRIX TESTING - deliver the document NLT two days following the after a system release.

8.5.5.8. DATA COLLECTION/ANALYTICAL REPORTING TOOL - Review of the Assignment – deliver the Requirement Document and the Collection Methodology document NLT one day after GTR’s written assignment.

8.5.5.9. DATA COLLECTION/ANALYTICAL REPORTING TOOL

8.5.5.9.1. Deliver the draft documents and supporting material (small – due NLT seven days after written assignment, medium – due NLT 14 days after written assignment & large - due NLT 28 days after written assignment). The GTR, with input from the GTM, shall provide comments via e-mail NLT three days after receipt of the draft reports.

8.5.5.9.2. Deliver the final document NLT five days after receipt of GTR comments.

8.6. TASK 6 – PROCESS AND CONDUCT ANALYSIS OF PHAS SCORES AND FINANCIAL DATA SCHEDULE FOR PHAS AND PROJECTS

8.6.1. The contractor shall:

8.6.1.1. Perform Financial Data Schedule (FDS) data (unaudited and audited) retrieval and aggregation for PHA projects from HUD data sources.

8.6.1.2. Maintain and update the PHAS SCORE DATABASE to import FASS/FDS, Physical Assessment System (PASS), Management Assessment System (MASS), and Resident Assessment System (RASS) scores for PHAs and FDS data from FASS to generate FASS scores under the current PHAS regulation for PHAs with fiscal years starting 6/30/2009. Generate overall PHAS scoring in accordance with applicable regulations and notices. Perform maintenance of the PHAS SCORE DATABASE by performing updates and data refreshes in accordance with PHAS regulations and requirements.

8.6.1.3. Update and deliver the PHAS Score Report and Exception Report of PHAS scores including financial, management, physical, residential assessment, capital fund inclusive of any penalties to Integrated Assessment System (NASS).

8.6.1.4. Update (on a quarterly basis) and deliver the Standard Operating Procedure (SOP), Technical Documentation, Quality Assurance and Control and PHAS Score Database Users Guide.

8.6.2. Deliverables

8.6.2.1. PHAS SCORE REPORT AND EXCEPTION REPORT

8.6.2.1.1. Deliver the draft document NLT the 15th day of the each month (covering the data set from the first week of each month) and NLT the 30th day of the each month (covering the data set from the 15th of each month). The GTR, with input from the GTM, will provide written comments via e-mail NLT five days after receipt of the draft document.

8.6.2.1.2. Deliver the final document NLT five days after receipt of the comments

8.6.2.2. STANDARD OPERATING PROCEDURE (SOP), TECHNICAL DOCUMENTATION, QUALITY ASSURANCE AND CONTROL AND PHAS SCORE DATABASE USERS GUIDE.

8.6.2.2.1. Deliver the draft documents NLT the 15th day of the each month and NLT the 30th day of the each month. The GTR, with input from the GTM, will provide written comments via e-mail NLT five days after receipt of the draft documents.

8.6.2.2.2. Deliver the final document NLT five days after receipt of GTR comments.

8.7. TASK 7 - PUBLIC HOUSING ASSESSMENT SUBSYSTEM PHAS AND INTEGRATED ASSESSMENT SUBSYSTEM (NASS) TRAINING

8.7.1. Training Development

8.7.1.1. At the Post Award Conference, the GTR or GTM will provide the list of the training locations, the major housing industry meetings held nationwide, and estimated number of attendees. The contractor shall conduct a one day training sessions at all of the major housing industry meetings held nationwide. NLT than 60 days after the Post Award Orientation, the contractor shall provide the GTR and GTM with the draft schedule and a detailed estimate of the contractors travel costs, itemized by training session. The GTR, with input from the GTM, will provide written comments on the draft schedule which the contractor shall use to revise the training presentation.

8.7.1.2. The contractor shall develop PHAS and NASS training for HUD Headquarters staff, field office staff and Public Housing Agencies, and at major housing industry meetings held nationwide. The training shall provide an overview of PHAS and detailed information about accessing and navigating the iNtegrated Assessment Subsystem (NASS), and other related topics.

8.7.1.3. All training courses and materials produced as part of this contract, including but not limited to exercises, course materials, and test materials are the property of HUD and may not be used for purposes outside of this contract without the CO’s permission.

8.7.1.4. All training material shall be Section 508 compliant.

8.7.1.5. The contractor shall provide training to HUD Headquarters staff, Field Office staff, Public Housing Authorities, and Housing Industry representatives to increase knowledge of the NASS system, component indicators, and final PHAS rule.

8.7.1.6. The contractor shall comply with all travel requirements noted in Section C., paragraph C.6, Contractor Travel and Section I, paragraph 2.16, HUDAR 2452.251-70 - CONTRACTOR EMPLOYEE TRAVEL.

8.7.1.7. The training shall consist of a group-live seminar featuring PowerPoint presentation, case studies, group discussion, class materials brainstorming, quizzes, questions and answers (Q & A) and pre-course and post-course evaluations. The contractor shall ensure that all information presented is accurate and in conformance with the Interim PHAs Rule, PHAS scoring notices, etc. The contractor shall develop case studies, quizzes, and prepare a list of frequently asked questions with the answers provided by the GTR or GTM and incorporate them as part of the training. It is estimated that the training material shall be not more than 100 pages per training session and that each training sessions shall not exceed 200 training participates.

Note: HUD will facilitate the reproductions and binding of the training material. The contractor shall allow at least 14 days for the training material to be duplicated. The contractor shall coordinate the shipping/pick up of the training material with the GTR or GTM.

8.7.1.8. Topics covered shall include:

8.7.1.8.1. Overview of PHAS, with major concentration on PHAS,

8.7.1.8.2. Overview of PHAS related systems and accessing and navigating any new changes,

8.7.1.8.3. Component indicators that make up the overall PHAS score, the NASS subsystem, component indicators, indicator scores, PHAS scores,

8.7.1.8.4. Provide scoring methodology to include PHAS designations, scoring frequencies, late penalty points, submission timelines, score adjustments,

8.7.1.8.5. Small PHA Dereg (SPD)

8.7.1.8.6. PHAS appeals, waivers, petition,

8.7.1.8.7. Moving-to-Work PHAs

8.7.2. Training Sessions

8.7.2.1. The contractor shall provide necessary support needed to register class participants, coordinate training locations and training dates with appropriate individuals such as Field Office staff and ship training material to the training locations. The contractor shall develop an announcement detailing the training objectives and the registration criteria. The contractor shall develop a schedule of the training locations and dates that have been coordinated and maintain the class roster including adding, deleting and substituting class participants along with confirming e-mails to the class participants. All training material shall be Section 508 compliant.

Note: All questions or concerns regarding Section 508 shall be submitted in writing to the Contracting Officer for resolution.

8.7.2.2. The contractor shall begin delivering training beginning 90 days after the Post Award Conference and continue to the end of the performance period. The training, consisting of one day shall be presented in the HUD Field Offices in the 10 regional jurisdictions:

8.7.2.2.1. Region 1 (New England);

8.7.2.2.2. Region 2 (New York/New Jersey);

8.7.2.2.3. Region 3 (Mid-Atlantic);

8.7.2.2.4. Region 4 (Southeast/ Caribbean);

8.7.2.2.5. Region 5 (Midwest);

8.7.2.2.6. Region 6 (Southwest);

8.7.2.2.7. Region 7 (Great Plains);

8.7.2.2.8. Region 8 (Rocky Mountains);

8.7.2.2.9. Region 9 (Pacific/Hawaii);

8.7.2.2.10. Region 10 (Northwest/ Alaska).

8.7.2.3. The contractor shall organize the overall work, develop or update training material, market training sessions, manage all registration and training logistics, deliver training, evaluate results, and report to the GTR and GTM on these results.

8.7.2.4. The contractor shall prepare a confidential student post-course evaluations which shall contain adequate information to allow the GTR and GTM to assess the student’s opinion and recommendations of the course. The contractor shall deliver the completed student evaluation to the GTR for each student, NLT two days after each training session. The contractor shall request a student to collect the evaluations and place them in an addressed and postage paid envelope and mail the package to the GTR.

8.7.2.5. The contractor shall have sufficient staff and approved trainers at each of the training sessions to cover logistics, on-site registration, and training.

8.7.2.6. DRY-RUN TRAINING PRESENTATION -The contractor shall provide the GTR, and GTM and Program Office staff with a dry-run training presentation NLT 60 days after the Post Award Conference. The dry-run shall be conducted at HUD Headquarters and may need several runs until it is finalized. The presentations shall be videotaped and placed on the HUD website for broadcasting. The dry-run(s) is part of the process to ensure the presentations are well presented. The GTR, with input from the GTM, shall provide written comments as to its acceptability via e-mail to the contractor NLT five days after the dry run presentation. The contractor shall revise its training based upon the comments from the GTR. If the dry-run is not acceptable, the contractor shall present another dry-run, at no cost to the government.

NOTE: The GTR or GTM reserves the right to cancel, postpone, or reschedule the training at any time, or all of the 10 regional office/housing industry meetings, etc for a specific option period.

8.7.3. Facilities and Equipment - The contractor shall be responsible for all training logistics. The contractor shall provide any computer or projection equipment necessary to conduct the training. All training material used shall be Section 508 compliant.

8.7.4. Participant Evaluation and Evaluation Report - The contractor shall provide the Training Evaluation Form to all training participants. The Training Evaluation form shall be provided by the GTR or GTM to the contractor at the Post-Award Conference. The contractor shall collect the evaluations and prepare a report based upon the evaluations.

8.7.5. Debriefing - The contractor shall participate in a debriefing with the GTR and GTM NLT five days after the first session of training on each course. The debriefing shall include a discussion of both the training presentation and training materials in an effort to resolve any problems or concerns identified during the first training session.

8.7.6. Deliverables

8.7.6.1. DRAFT TRAINING SCHEDULE – deliver the draft schedule NLT 60 days after the Post Award Conference.