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Rent comparability studies for three properties. Two properties located on Erie PA one property located in Pittsbugh PA.
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REQUEST FOR QUOTATIONS: I THIS RFQ ~ IS IS NOT A SMALL BUSINESS SET ASIDE Page 1 of 1 lTHIS IS NOT AN ORDER)
1. REQUEST NO. 12 DATE ISSUED 13. REQUISITION/PURCHASE REQUEST NO. 4. CERT. FOR NAT.DEF.
RATING
QOP3AACOO15 06/10/2010 R03AH0040/PA28MOOO126
UNDER BDSA REG. 2
AND/OR OMS REG. 1
Sa. ISSUED BY U. S. DHUD Philadelphia Contracting Operations 6. DELIVER BY (Data)
Wanamaker Building 100 penn Square East Philadelphia PA 191073380
5B. FOR INFORMATION CALL:(No collect calls) 7. DELIVERY o OTHER N.'\t~E TELEPHONE NUMBER
FOB DESTINATION
DONNA CROWLEY (215) 656-0674 ext3299 9. DESTINATION
(215) 656-3453
a. NAME OF CONSIGNEE
Fax: pittsburgh Office
S.TO:
a. NAME b. COMPANY b. STREET AODRESS.
To All Offerors U. S. Dept. of HUD 339 Sixth Avenue
c. STREET ADDRESS. c.CITY
Pittsburgh
d. CITY e.STATE f. ZIP CODE a. ZIP CODE
PA 16335 -
IMPORTANT: This is a request for information, and quotations fumished are not offers. If you are unable to quote. please so indicate on
OFFICE ON OR BEFORE CLOSE OF BUSINESS (Dale)
10. PLEASE FURNISH QUOTATIONS TO THE ISSUING
this form and return il. This request does not commit the Govermentto pay any costs incurred in the preparation of the submission of this quotation or to contract for supplies or services. Supplies are of domestic origin unless otherwise indicated by quater. Any
Q6,'_" ,'!! 8!0" ~t3ollD representations and/or certifications attached to this Request for Quotations must be completed by the quater.
11. SCHEOULE (Include applicable Federal, State and local taxes)
ITEM NO.
(A)
SUPPLIES OR SERVICES
(B)
QUANTITY
(C)
UNIT
(D)
UNIT PRICE
(E)
AMOUNT
(F)
0001 Rent Comparability Study
Highpoint Towers, 2314 Sassafras St., PA 16502
All de1iverables must be delivered 30 calendar days after purchaser order award.
stR/FY-K/Allot-o/Reg-03/field 01 86x0303 fy 2010
1. 00 QTY
d. CALENDAR DAYS... I a 10 CALENDAR DAYS( %) I b. 20 CALENDAR DAYS( %) R DAYS(%) I
12. DISCOUNT FOR PROMPT PAYMENT ,.. I NUMBERI I
NOTE: Additional provisions and representatiOns 0 are 0 are not attached.
13. NAME AND ADDRESS OF QUOTER 14. SIGNATURE OF PERSON AUTHORIZED TO SIGN QUOTATION 15. DATE OF QUOTATION a· NAME OF QUOTER b· STREET AODRESS 16. SIGNER
a. NAME(Type or print) b. TELEPHONE
AREA CODE
c· COUNTY
. CITY Ie. STATE If. ZIP CODE c. TITLE(Type or print) NUMBER
STANDARD FORM 18 (Rev. 6/95)
, r
- Property Sununary Page 1 of7
Property 10: 800018516 Name: HIGHPOINT TOWERS Contract/FHA#: 03311033 Active Status: Y Watch List: N Troubled Status: Not Troubled DEC Status: Closed
Property SUlnmary
Assigned Project Manager Project Manager: DEBRA M PREKLAS
Primary Address 2314 SASSAFRAS Street: ST
Street2:
City: ERIE
U.S.State or PATerritory:
Foreign State or
Territory:
Country: USA
U.S. Zip Code: 16502 -2722 Foreign Postal
Code:
100% Overall .Standardization probableStatus:
correctness
Scattered Sites: No Servicing Site: Pittsburgh HUB: Philadelphia
Building & Unit Information Building Type Descriptions:
Row o Townhouse o Detached o Semi-Detached o Walk-upl Garden
Mid-Rise
~ High-Risel Elevator
Building Count: 1 Initial Occupancy Date: 10108/1975
Geocode Information:
(Automated) County Code: 049 County Name: Erie Census Tract: 001900
·MSACode: 2360 MSA Name: Erie, PA MSA County Subdivision
24000Code:
County Subdivision ErieName:
Congressional
03District:
State House District: 00 State Senate District: 00 Place Based City: ERIE
Longitude/Latitude:
80.0789/42.113 i nit Type # Total Units I o 0 I
I https://hudapps.hud.gov/irems/ AssetManagementiS ununariesiPropertvSummarv. i ~n .1f')Of'){) 1 () https://hudapps.hud.gov/irems
Property Summary Page 20f7
1 108 2 24 3 0 4 0 5 0 I
I 6 0 7 0 I
I 8 0 I 9 0 !
Total Units 132 I --.J
Property Status Active Status: Y Troubled Status: Not Troubled OPIIS Risk Category: Low Action Plan Approved: No DEC Status: Closed Demo Program Closing Date:
OMHAR Mark Down to Market Restructure Date:
OAHP Green Flag: No OAHP Green Retrofit Flag: No
Open Root Problem Cause(s) 1 I ~----------------~---------L . Entered Date I . Underlying Problem I Open Mitigation Strategies ! Entered Date I Recommended Mitigation Strategy 1
Owner Annual Financial Statements from FASS ' - -.-.-- j····Non. II .. (-------..--....-..-·----J--N~mber·~f- Due D t TIN Filer Date . Compliance Performance Date FASS Respo a e Email \ Received Flags - Value/Color Letter Sent Due I:
_~_~ Sent L__~. Assessed ..________=:J
L~3/31/20~~L25~253~~~~..__J~~29/~~0 l__~____l__. ~~~~~___t~~/0~:2~~.~j~3/~~!~ '\ Submission Status: Active JSubmission Type: AUO-2000.04 (Non-coop) ~ Submil
03/31/2009 251253000J_J 02/18/200~ 1 I ~;~~~ !03/02/20091__
Submission Status: Active ISubmission Type: AUO-2000.04 (Non-coop) ISubmil;-----,--.--/---1-'·-·---r-.. ---I-8i.ooo--\---·-..·-·-·-r----https://hudapps.hud.govliremslAssetManagementiSummarieslPropertvSummarv.i:::n http:https://hudapps.hud.gov http:AUO-2000.04
Page 3 of7
03/30/2008L251253000\ _J02/18/20081_. 1 ~ Green J12/04/2008J__
Submission Status: Active ISubmission Type: AUO-2000.04 (Non-coop) ISubmi~ ___ ____I___03/31/20071_25125300~__J~3~28~~0~~ ~ ~;~~~_t____J___,__
Submission Status: Active ! Submission Type: AUO-2000.04 (Non-coop) JSub~~
03/31/2006 251253000 ~ 03/16/2006 0 1 ~;~~~ I I
Submission Status: Active ISubmission Type: AUO-2000.04 (Non-coop) ISubmi~ 04/30/20051251253000 ~ 03/28/2005 1 1 ~;~~~ 1 !
Submission Status: Active ISubmission Type: AUO-2000.04 (Non-coop) ISubmh
03/:0/20041251253000L____J03/25/200~___~__J ~;~~~ J04/05/~~04t_____ Submission Status: Active ISubmission Type: AUO-2000.04 (Non-coop) ~ Submi~
03/31/20031251253000 J 03/24/20031 0 I ~;~~~ 104/17/2003J___",_
Submission Status: Active jSubmission Type: AUO-2000.04 (Non-coop) JSubmi!
04/30/2002 25~;~;~;;- --1~4/18/2002 ---;----I--~:f--l-~;;;; I~~;~;
Submission Status: Active f Submission Type: AUO-2000.04 (Non-coop) ISubmi~ 03/01/2001 2512530001~ 04/03/2001 0 -.J ~r'~~~ I04/04/20~j,__
Submission Status: Active ISubmission Type: AUO-2000.04 (Non-coop) ISubmi~ 02/29/2000 251253000 _~ 03i23/2000! 1 1 ~;~~~ 105/31/2000 I06/30/~
,Submission Status: Active ___J~u.bmi~sion_Typ~: Al},,!?-2000.04 (NOn-co0E.L____J Su.Emi~
03/01/1999 251253000 105/26/1999 t 1 I ~;~~~ j 05/3112000r06/30/~ Submission Status: Active ISubmission Type: AUO-2000.04 (Non-coop) ~______ ISubmi!
Lessee Annual Financial Statement from FASS
Non- Number of Date I
Due TIN Filer Date Compliance Performance FASS ~:,,:g~= Re~~redl~:~FDate Email Received, Flags Value/Color Letter Sent I Assessed Sent I ae
I.
Rel~aseA~hys_ical_lnspection! fro ":1_ PASS _________________,__ I~ Inspection Number jlnspectlon Date j EH&S Items? j Released Date j Score
.!J 32130~ !1"Q!,,30/2009 ~ Y 111/04/2009, , 77.0000~~_
. II I I I
https:/lhudapps.hud.gov /irems/ AssetManagementlSummaries/PropertvSummarv, i~n LlI?O !')O1 0 i http:https:/lhudapps.hud.gov http:AUO-2000.04 http:Al},,!?-2000.04 http:AUO-2000.04 http:AUO-2000.04 http:AUO-2000.04 http:AUO-2000.04 http:AUO-2000.04 http:AUO-2000.04
Property Summary Page 4 of7
'~264561 /..10/16/2g07 ___J_Y__. _____J 10~18/20._0_7_J~2.0,90~~__
~ 208870 1 12128/2006 IY I01/03/2007 178.0000, c , I~ 154310 I0810412004 IY 108/12/2004 /81.0000, c*
~ 121421 ~ 02/22/2002 IY ~ 03/21/2002 /61.0000, c* i6118734 1 01/22/1999 IN !04/15/1999 198.0000. a ,,~
On~Site Visits and Physical Inspection History
Performed Ov~t:!1 I Report Response RespC?ns~ , [ Closed, I Type of III
__ __R_e~_:~_:_e~ Da'=-J_R_ev_i~~_erJI Date Rat~_~_D_ate_...+I_D_u_e_D_a_te---! __ __
I05/04/1999 ISatisfactory 106/03/19991 _J 106/28/19991 Mortgagee!
104/07/1998 ISatisfactory I -.-J I I IMortgagee I
05/07/1997 ISatisfactory I I I I !Mortgagee I
106/18/19961 Satisfactory I I I I IMortgagee I
Management Review
'_ L.sc~~~'e~t pe~~~,e~J_ ~~~ _lR~Pg~!;Due!__~D.'Oa!:dJ_~~i~~J _1J06/01/2010 I I ~ .--1__ I I ~ 05/05/2009 !05/05/2009 Iq6/01/20091 07101/2009.--1 08/04/2009 ISatisfactory I ~ 04/01/2008 104/09/2008 105/01/2008105/31/2008 106/23/2008 ISatisfactory I
~ 04/01/2007 104/24/2007 105/17/2007! 06/16/2007 I08/15/2007 ~e~~:ge ~ 05/01/2006 105/31/2006 106/26/2006 J 07/26/2006 109/1 8/2006 !Satisfactory -1Ij~ 04/01/2005J 04/27/2005 J 05/20/2005/ 06/19/2005 !07/25/2005 ISatisfactory I I~J 05/01/2004~ 05/25/2004 106/18/2004 107/18/2004 , 1 08/04/2004 ISatisfactory !
1 8 I05/01/2003 105/29/2003 106/23/2003107/23/2003 J 08/13/2003 ISatisfactory_J !~ 04/11/2002 105/10/2002 106/04/2002107104/2002 !07/18/2002 ISatisfactory
1~~4/05/2~ 04/05/20~J 05/01/20~ 05/31/2001_~ 06/14/20q~J_~~~~!actory __' 11104/05/2001 104/05/2001 104/05/2001 105/05/2001 105/05/2001 ISatisfactory I
Financing _,___________________________________._________
l. FHA SOA/Group Field Office IA t' Business I Under IP' r F~rimaI'
Number Type Status I c Ive Phase !Management! Ipe lOeII IOtanc --.J I ns ru'!
223(f) Refil Under j~ U d I I
03311033 Purchase Management Y M n er t Y I N 1 Apts - Active anagemen
I I ~ ---- 1----'-------:1--- I 1 1 1 -1-https:/ Ihudapps.hud.gov/irems/ AssetManagementlSummaries/ProoertvSummarv. isn LlI'J o/'){\ 1 ()
.~ Property Summary Page 5 of7
2360)(1 )1 I 03344171
Lower ' Income
Terminated Inactive N Terminated N N o
Families
Contract Rent
I I Rent
Effective
FI\
Date
07101/2009/.PA28}'1000126 IActive .J~_1108 1583 _J07101/20091~_~ 607 151
I I 12 124 \686 107101/2009128 1714 1~~
Contract# Project#
Contract Status
Unit I#unitslcontract Type Rent
Utility Allow.
Effective Date
UtilityIGrassl Allow. \ Rent
I
Project/Contract Rents lRent Effective I FHA # I Unit I Total TRACS Basic Market Utility I Gross I Date I . Type Project # Units Rent Rent Allow. I Rent
!07101/2008 103344171/1 j 0 I0 ~ 558 I0 _i~_._ II__~ 1 J..1~ 1558 1457 -.J~~__j 582 ___
___~'--._..-.~_2_~ 0 ___~_O_~52~_1~_~~_____1
I 12' 124 . 1657 1657 128 J 685 I
IRP List I Non- Previous I Current IRP HU~ HUD I IR nsured Associated, Associated St t Approved Execution I 6~nd Number Financing Financing a us Date Date I a e
___J___~3344!!~_J_0331103~J_~ctiy~~5/09~2002_1.99/26/~00~.105~~_1/201~ ~ J
Current Owner Name: Highpoint Towers Associates TIN: 251253000 Title: Phone: 412.578.7827 Street: 4415 Fifth Avenue Fax: 412.681.2823 City: Pittsburgh E-Mail: kkreutzer@nationaldevelopmentcorp.com
U.S. State or Territory:, PA Foreign State or Territory:
Country: USA U.S. Zip Code: 15213 Foreign Postal Code:
Standardization Status: Not Standardized https:llhudapps.hud.gov /irems/ AssetManagementiSummaries/PropertySummarv. isn 4/?Q/?()1 () http:https:llhudapps.hud.gov
_. Property Summary Page 6 of7
Current Lessee Name: TIN:
Title: Phone:
Street: Fax:
City: E-Mail:
U.S. State or Territory:
Foreign State or Territory:
Country:
U.S. Zip Code:
Foreign Postal Code:
Standardization Status:
Management Agent
NDC REAL
ESTATE .
Name: MANAGEMENT, rlN: 251430927
INC
Title: Phone: 412-578-7826
4415 FIFTH
Street: AVENUE Fax:
City: PITTSBURGH E-Mail: KKREUTZER@NATIONALDEVELOPMENTCORP.COM
U.S. State or Territory:
Foreign State or Territory:
Country: USA
U.S. Zip Code: 15213
Standardization Status: 100% Overall probable correctness
Servicing Mortgagee
Name: MIDLAND LOAN SERVICES INC Street: AGENCY SERVICING DEPT.
PO BOX 25965
City: SHAWNEE MISSION State: KS Zip Code: 66225-5965 LenderlD: 7671400000
Property Disposition
Date of 21 Day Hearing Letter:
https:llhudapps.hud.govliremslAssetManagementJSummaries/PropertvSummarv. isn 41?Q I? II1II http:https:llhudapps.hud.gov mailto:KKREUTZER@NATIONALDEVELOPMENTCORP.COM
',. Property Summary Page 70f7
Date Foreclosure Sale Held:
Mortgagee In Possession Date:
Use Restriction I Lock-out
've I I Use '" I I Quantity of
~:ff;~t~~::~~~~i~~r
'-Re::!~~~0:J Re~~~a~on End Date LRe~~~_
~!.Q~2002 !JRP __~___~_A~~~"~____ ~_Q~/30/2002 -J. 05IQ1/202-U1___.___ 13~______1
HUD-approved ! I I
10101/2002 prepayment- IActive I 09/30/2002 105/01/2021 I 132
Insured ! I "
A !")O !,,)A 1 A https:/lhudapps.hud.gov/irems/ AssetManagementiSummaries/ProoertvSumm::trv 1~n https:/lhudapps.hud.gov/irems
REQUEST FOR QUOTATIONS I THIS RFQ ~ IS o IS NOT A SMAll BUSINESS SET ASIDE Page 1 of 1
(THIS IS NOT AN ORDER)
Q
· REQUEST NO. 12. DATE ISSUED 13. REQUISITION/PURCHASE REQUEST NO. 4. CERT. FOR NAT.DEF.
RATING
OP3AACOO16 06110/2010 R03AH004l/PA28MOOO125
UNDER BDSA REG. 2
AND/OR DMS REG. 1
5;a. ISSUED BY U. ,S. DHUD Philadelphia Contracting Operations 6. DELIVER BY (Date)
Wanamaker Building 100 Penn Square East Philadelphia PA 191073380
7. DELIVERY
N
D
AME
58. FOR INFORMATION CALL:(No collect calls)
TELEPHONE NUMBER
~ FOB DESTINATION OTHER
ONNA CROWLEY (215) 656-0674 ext3299 9. DESTINATION
(215) 656-3453
a. NAME OF CONSIGNEE
Fax. Pittsburgh Office
a. NAME
c. STREET ADDRESS.
d . CITY e.STATE
It o
). PLEASE FURNISH QUOTATIONS TO THE ISSUING
FFICE ON OR BEFORE CLOSE OF BUSINESS (Date)
(H;,''tfi,'~Bl:B Gtl ~DIID
8. TO:
b. COMPANY TADDRESS.
To All Offerors U. S. Dept. of HUD 339 Sixth Avenue c.CITY
Pittsburgh (. ZIP CODE d. STATE e. ZIP CODE
PA 16335
IMPORTANT: This is a request for information, and quotations furnished are not ~ffers. If you are unable 10 quote, please so indicate on this form and return it. This request does not commit the Goverment to pay any costs incurred in the preparation of the submission of this quotation or to conlracl for supplies or services. Supplies are of domestic origin unless otherwise indicated by quater. Any representations and/or certifications attached to this Requesl for Quolations must be compteted by the quoter.
11 SCHEDULE (Include applicable Federal Stale and local taxes)
ITEM NO
(A)
SUPPLIES OR SERVICES
(B)
QUANTITY
(C)
UNIT
(D)
UNIT PRICE
(E)
AMOUNT
(F)
0001 Rent Comparability Study Mid-City Towers, 12 E. 9th St ., Erie, PA 16501
All deliverables must be delivered 30 calendar days after purchase order award.
S8~FY-K/Allot-0/Reg.03/FieldOl 86x0303 fy20l0
I"
1.00 QTY
a. 10 CALENDAR DAYS( '.O) Ib. 20 CALENDAR DAYS( %) Ic. 30 CALENDAR DAYS(%) I d. CALENDAR DAYS
12. DISCOUNT FOR PROMPT PAYMENT
I NUMBER I PERCENTAGE~I
NOTE' Additional prOvisions and representalions 0 are 0 are not attached.
13. NAME AND ADDRESS OF QUOTER 14. SIGNATURE OF PERSON AUTHORIZED TO SIGN QUOTATION 15. DATE OF QUOTATION a· NAME OF QUOTER b· STREET ADDRESS 16. SIGNER
a. NAME(Type or print) b. TELEPHONE
AREA CODE
c. COUNTY
d. CITY Ie. STATE If. ZIP CODE c. TITLE(Type or print) NUMBER
STANDARD FORM 18 (Rev. 6195)
Property Summary Page 1 of7
Property 10: 800018668 Name: MID-CITY TOWERS ContractlFHA#: 03344170 Active Status: Y Watch List: N Troubled Status: Not Troubled DEC Status: Closed
Property Summary Assigned Project Manager Project Manager: DAVI D R KOLAR
Primary Address Geocode Information:
Street: 12 E 9TH ST (Automated) Street2: County Code: 049 City: ERIE County 'Name: Erie U.S.State or Census Tract: 000100PATerritory: MSA Code: 2360 Foreign State or
MSA Name: Erie, PAMSATerritory:
County Subdivision Country: USA 24000Code:
U.S. Zip Code: 16501 -1310 County Subdivision ErieForeign Postal Name:
Code: Congressional
03100% Overall District:Standardization probableStatus: State House District: 00 correctness
State Senate District: 00 Scattered Sites: No
Place Based City: ERIE Servicing Site: Pittsburgh
HUB: Philadelphia Longitude/Latitude:
80.083/42.1266
Building & Unit Information Building Type Descriptions:
[] Row o Townhouse
Detached o Semi-Detached o Walk-upl Garden
~ High-Risel Elevator
Building Count: 1 Initial Occupancy Date: 04/23/1976
Unit Type # Total Units I 1 108 https:/lhudapps.hud.gov/iremslAssetManagementlSummaries/PropertySummarv.iso 41291?() 1 () https:/lhudapps.hud.gov/iremslAssetManagementlSummaries/PropertySummarv.iso l>roperty Summary
2 24
3 0 4 0 5 0
6 0
7 0 8 0
9 0
Total Units 132
Page 2 0[7
Property Status Active Status:
Troubled Status:
OPflS Risk Category:
Action Plan Approved:
DEC Status:
Demo Program Closing Date:
OMHAR Mark Down to Market Restructure Date:
OAHP Green Flag:
OAHP Green Retrofit Flag:
Open Root Problem Cause(s) y
Not Troubled Low No Closed
No No
[ Entered Date I Underlying Problem
Open Mitigation Strategies L Entered Date I '---R-ec--o-m-m-e-n-ded Mitigation Strategy
Owner Annual Financial Statements from FASS . Number of . I Compliance Performance Date FASS I Respo
Due Date I Non- , TIN ateFiler D Email Rec
, Sent
03/31/2010 2512688841 102/05
Submission Status: Active ISub eived Flags· Value/Color Letter Sent Due r:
Assessed '__-11___
I 84.000 I 110 I 12010! 0 Green 02/06/20~L____ mission Type: AUO-2000.04 (Non-coop) ISubmil
I03/31/2009J 2512688841 ___J_02/21/20~9J_~~ ~~~~~ I02/21/200~____
Submission Status: Active ISubmission Type: AUO-2000.04 (Non-coop) ~ Submil
03/30/200812512688841 102/05/20081 0 I 55.000 Red 102/06/20081 _
Submission Status: Active jSubmission Type: AUO-2000.04 (Non-coop) JSubmi~ https:/Ihudapps.hud.gov/iremsl AssetManagementlSummarieslPropertvSummarv. isn tll?Ql?nln http:AUO-2000.04
, Property Summary Page 3 of7
03/31/2007J251268884J __J~~/2~~00~____~ ~~'I~~~ J~8/1~/200~J___.____. -------_. ---- Submission Status: Active _~I Submission Type: AUD-2000.04 (Non-coop) ___J~ubmi:
03/31/200~ 2512688841~ 03/16/2006j 0 J ~;22~ 103/18/2006[.__
Submission Status: Active ___lSubmissi<?~Type: A~D-~000.04 (Non-coop), LS._~~mi:
25126888404/30/2005 ~ 03/28/2005 0 1 ~;22~ 105/14/2005'
Submission Status: Active JSubmission Type: AUD-2000.04,(Non-coop) ~Sub~~
I03/2,512004 ! 0 1 61.000 J04/08/2004 1,03/30/20~ 251268884 ---.-J I ,Yellow _~___. _'__ I Submission Status. Active I Submission Type: AUD-2000.04 (Non-coop) 1Submi~ 03/31/2003[2512688841 j03/24/20031 1 I 54 000 Red IOS/23/2003 , 06/22/~ Submission Status: Active ISubmission Typ~: AUD-2000.04 (Non-coop) !Submi~.
04/30/200212512688841~_04/18/20021 0 ~;~2~ '.04/21/2002/1
Submission Status:_~ctive _J~ubr:!.lission Type: A~D-2000.04 (Non-coop) J_Submi!
03/01/2001 251268884 ~ 04/03/20011 2 I ~;22~ I06/26/2001,1 07/26/~ Submission Status: Active j Submission Type: AUD~2000.04 (Non-coop) ISubmi~
,02/29/20001251268884 J03123120001 1 J ~;22~ 105/0112000J05/31 I:
Submission Status: Active ISubmission Type: AUD-2000.04 (Non-coop) ISubmi!
03/01/1999 251268884 ._~J OS/28/19991 1 1 ~;22~ 105/01/2000 I 05/31/~
Submission Status: Active ISubmission Type: AUD-2~00.04 (Non-coop) _____L~u~~i!
Lessee Annual Financial Statement from FASS
Non- Number of Date Respon
Due TIN Filer Date Compliance Performance FASS Response Referred Receiv4Date Email Received Flags Value/Color letter Due Date To DateSent Assessed Sent
Released Physical Inspections from PASS lJ Inspection Number Inspection Date JEH&S Items? I. Released Date 1_. sco~~I'
JJ 233430 01/29/2008 J_N_ I02/13/2008 1~~·0000,~_,
~ 221521 102/03/2006! N 102/08/2006 J82.0000, b _I
1.1 178220 [03/21/2005! Y I03/31/2005 166.0000, c
.!J 154311 101/17/2003 IN 101/30/2003 185.0000, b I I I I I I https:/Ihudapps.hud.gov/iremsl AssetManagementJSummaries/PropertvSummarv. isn .1I?QI?I) 1I) http:AUD-2~00.04 http:AUD-2000.04 http:AUD~2000.04 http:A~D-2000.04 http:AUD-2000.04 http:AUD-2000.04 http:A~D-~000.04 http:AUD-2000.04
'Troperty Summary Page 40f7
On-Site Visits and Physical Inspection History
Overall Type of Performed Report IResponsei ~':,"!';;:: Closed J Date Rating Date ReviewerDate Due Date I Date
05/04~~~~ Sati;factory 1 06/03/19991 . .J J i06/03/19991 Mortgage~-- I04/07/19981 Satisfactory 105/01/19981 I05/01/19981 MortgageeI
04/29/19971 Satisfactory 106/11/1997J I I08/18/19971 Mortgagee I
Management Review
Scheduled Performed I
Report Response Due Closed Overall
Date . Date Date Date - Date Rating1J I _.U_____J_~~_~~£.J_._.___J~_ .~ 10103/1994 ISuperior ___I .~J . 108/05/1991 I_.____..__J .. ~ 11/01/199.!J Satisfactory _[
~J j07/30/1997 ~__ J-.9~!11/199~_1 09/17/199U_superi~!.__1
_U 06/01/201~J___ I _~ ___~~" J_ __ j~ 05/06/2009 105/06/2009 106/01/2009 107/01/2009 108/06/2009 ISatisfactory
~1~~01/2008~ 04/10/2008 !05/07/2008 J06/06/20q8 ~ 0710712008 ISatisfactory
2J 04/01/2007 104/23/2007 105/15/2007! 06/14/2007 107/17/2007 ISatisfactory
~.L~~'p1/20~.J 05/30/2006 J061.?6'-3gi'~J.Q_~/26/2~06 _I 09/22/2006J Sati~fact~~_ !U 04/01/2005 104/26/2005 105/20/20051 06/19/2005 ~ 07/25/2005 ISatisfactory
_,!gJ 05/01/2004 105/04/20.04 J05/26/2004 I06/25/~004 JE/13/2004 !Satisfactory
~ 05/01/2003 105/28/2003 J06/23/200~ 07/23/2003 ~ 07/29/2003 ISatisfac.tory
-~ 04/11/2002 I 05/09/2002 J 05/31/2002 I 06/30/2002 -I 07/17/2002 I Satisfactory I
- 113106/14/2001 1 06/14/2001 i07/09/2001 108/08/2001 108/23/2001 1 Satisfact0:.L1
IT~ \10108/1999 110/08/1999 110/19/1999! I 01/18/2000 1Superior ------.J
Financing
-. FHA ISOA/GroupI Field o~ce I~- Business _ Under I. . I ~rima Number! Type Statu~ce IActlve Phase Managementl Pipeline, Finane
_ ~ J!___J Instrun
236(j)(1)1 [1 Under II I
03344170 Lower Under _ Y IManagement Y N 1
I Income Management I 1--
Ii https:/lhudapps.hud.gov /irems/ AssetManagementlSummaries/PropertySummary. iso 412912010 http:https:/lhudapps.hud.gov http:Satisfact0:.L1 http:105/04/20.04
"Property Summary Page 5 of7
IFamilies 1- Active
Contract Rent
I I .. ., -.. Utility I I' I·
Ren! Contract# Contract Unit #U 't Contract Allow. . Utility Gross FMR Effective Project# Status TypeI nl s, Rent Effective Allow, IRent
1__D_a_t_e_-l_____.....___--l I Date I
07101/2009IpA28M00012~Activ~U.!08 J588 ~ ~O 1~88~518 I I 12 124 1722 1 I0 1722 1669
Project/Contract Rents R;nt Eff~ctivel FHA # I UnitJ Total TRACSJ Basic I Market I Utility '-Gros9 ___ D_at_e__l_ ._T_y_p_e l'_rol.eC?_t#_U_ni!s __R_e_nU Rent _ AIIOW';I~-56R2ent __ 07101/2008 10334417011 !108 1562 1606 i0 I
! 12 124 1690 1744 1 0 1690 I lRP List
Previous
I
Current HUD IRPHUDNon.~ I IRPInsured Associated I Associated Approved Execution End!StatusNumber Financing Financing Date Date DateL I
I i 03344170 I Active 1 I II r
Current Owner Name: Mid City Towers Associates TIN: 251268884 Title: Phone: (412) 647-7400 Street: 4415 Fifth Avenue Fax: (412) 578-7889 City: Pittsburgh E-Mail:
U.S. State or Territory: PA Foreign State or Territory:
Country: USA U.S, Zip Code: 15213 Foreign Postal Code:
Standardization Status: Not Standardized
Current Lessee
Name: TIN:
Title: Phone:
Street: Fax:
https://hudapps.hud.gov iirems/ AssetManagement'SummariesiPropertvSummarv. isn t1I?QI?OlO
I http:https://hudapps.hud.gov
". Property Summary Page 6 of7
City: E-Mail:
U.S. State or Territory:
Foreign State or Territory:
Country:
U.S. Zip Code:
NDC REAL
ESTATE
Name: MANAGEMENT, TIN: 251430927
INC
Title:· Phone: 412w 578-7826
4415 FIFTH
Street: AVENUE Fax:
City: PITTSBURGH E-Mail: KKREUTZER@NATIONALDEVELOPMENTCORP.COM
U.S. State or Territory:
Foreign State or Territory:
Country: USA
U.S. Zip Code: 15213 w
Standardization Status: 100% Overall probable correctness
Servicing Mortgagee Name: MIDLAND LOAN SERVICES INC Street: AGENCY SERVICING DEPT.
PO BOX 25965
City: SHAWNEE MISSION State: KS .
Zip Code: 66225-5965 LenderlD: 7671400000
Property Disposition
Date of 21 Day Hearing Letter:
Date Foreclosure Sale Held:
Mortgagee In Possession Date:
Use Restriction I Lock-out https:/lhudapps.hud.govliremslAssetManagement/Summaries/PropertySummary.jsp 4/2912010 http:https:/lhudapps.hud.gov mailto:KKREUTZER@NATIONALDEVELOPMENTCORP.COM
". Property Summary Page 70f7
Effective Date
Reason(s) for Use Restriction Restriction Status
Date of Recordation
End Quantity of Units Date Restricted https:llhudapps.hud.gov/irems/AssetManagementiSummarieslPropertvSummarv.isn al?Qf')m () https:llhudapps.hud.gov/irems/AssetManagementiSummarieslPropertvSummarv.isn
1 REQUEST FOR QUOTATIONS Page 1 ofI THIS RFQ ~ IS IS NOT A SMALL BUSINESS SET ASIDE
(THIS IS NOT AN ORDER)
RATING1, REQUEST NO, 12, DATE ISSUED 13. REQUISITION/PURCHASE NAT.DEF,
REG. 2
QOP3AAC0021 06/10/2010 R03AH0046/PA26MOO0278 AND/OR DMS REG. 1 ~
Sa, ISSUED BY t
U. S. DHUD Philadelphia Contracting Operations Wanamaker Building 100 Penn Square East Philadelphia PA 191073380
6. DELIVER BY (Data)
NAME
58. FOR INFORMATION CALL:(No collect calls) .
TELEPHONE NUMBER
7. DELIVERY
~ FOB DESTINATION o OTHER
DONNA CROWLEY (215) 656-0674 ext3299 9. DESTINATION
Fax: (215) 656-3453
a. NAME OF CONSIGNEE
Pittsburgh Office
8. TO:
a. NAME b, COMPANY b, STREET ADDRESS, To All Offerors U. S. Dept. of HUD 339 Sixth Avenue
c. CITYc. STREET ADDRESS, Pittsburgh
f. ZIP CODEd.CITY a.STATE d,STATE a. ZIP CODE
PA 16335
IMPORTANT: This is a request for information, and quotations furnished are not offers. If you are unable to quote. please so indicate on OFFICE ON OR BEFORE CLOSE OF BUSINESS (Date)
10. Pl:eASE FURNISH QUOTATIONS TO THE ISSUING
Ihis form and return it. This request does not commit the Goverment to pay any costs incurred In the preparation of the submission of this quotation or to contract for supplies or services. Supplies are of domestiC origin unless otherwise indicated by quater. Any 06/16/2010 representations andlor certifications attached to this Request for QuotationS must be completed by the quater.
11, SCHEDULE (Include applicable Federal. State and local taxes)
ITEM NO.
(A)
SUPPLIES OR SERVICES
(8)
QUANTITY
(C)
UNIT
(D)
UNIT PRICE
(E)
AMOUNT
(F)
0001 Rent Comparability Study Douglas Plaza Apts., 2407 Laketon Rd., Pittsburgh, PA
All deliverables must be delivered 30 calendar days after purchase order award.
S8R/FY-K/Allot-0/Reg03/Field01 86x0303 fy2010
1. 00 QTY
.... I a. 10 CALENDAR DAYS( %) I b. 20 CALENDAR DAYS( %) I c. 30 CALENDAR DAYS(%) I d, CALENDAR DAYS
12. DISCOUNT FOR PROMPT PAYMENT ,. I NUMBER IPERCENTAGE
NOTE: Additional provisions and representations 0 are 0 are not attached.
13, NAME AND ADDRESS OF QUOTER 14. SIGNATURE OF PERSON AUTHORIZED TO SIGN QUOTATION 15, DATE OF QUOTATION .
A
a. NAME OF QUOTER
b. STREET ADDRESS 16. SIGNER a, NAME(Type or print) b. TELEPHONE c, COUNTY
I
d. CITY Ie, STATE It, ZIP CODE c. TITLE(Type or print) I NUMBER
STANDARD FORM 18 (Rev. 6195)
88:60 0102 01 Nnr
Property SLluunary Pag~ 10f7
PO . ::l~iljd
Property 10: 800018367 Name: DOUGLAS PLAZA APTS Contract/FHA#: 03344124
Active Status: Y Watch List: N Troubled Status: DEC Stc:ltus: NONE
Property Summary Assigned Project Manager Project Manager: LILLY R WALKER
Primary Address Street: 2407 LAKETON RD Street2:
City: PITTSBURGH U.S.State or
PATerritory:
Foreign State or Terrifory:
Country: USA u.s. Zip Code: 15221 -1166
Foreign Postal
Code:
100% Overall
Standardization probableStatus:
cOfrectness
Scattered Sites: No Servicing Site: Pittsburgh
HUB: Philadelphia
Building & Unit Information Building Type Descriptions:
'-··1 Row o Townhouse
Detached
[J Semi-Detached
I I Walk-upl Garden
L~' High-Risel Elevator
Building Count: 2 Initial Occupancy Date: 10/23/1974
Geocode Information:
(Automated) County Code: 003
County Name: Allegheny
Census Tract: 561400 MSA Code: 6280
Pittsburgh, PA MSA Name:
MSA
County Subdivision
85188Code:
County Subdivision
WilkinsburgName:
Congressional
14District:
State House District: 00
State Senate District: 00
Place Based City: WILKINSBURG Longitude/Latitude: -79.8582/40.455
Unit Type # Total Units o 66 1 182 https:llhlluapps.hud.gov/irelllS/AssdManagel1let1t1Su1llm;jrie~lPropertySunll)}aly.jsp 611 0/201 0 8T .. b·..... ~.TbC"' QCQ <:;T::>:OI ::»f:<C~+:·Q::>T!? J...,nIH-lTl...,nl;1 I-i',.-I n!iH:WO.J-l ::>1::f:<CI ClTCI::>-CH-'·Jnr· https:llhlluapps.hud.gov/irelllS
68:60 0102 01 NnrS0' 3Eiljd
Properly Sul11mary Page 2 of7
2 0 3 0
6 0
7 0
8 0 9 0
Total Units 248 J
Property Status yActive Status:
Troubled Status:
OPIIS Risk Category: Low
Action Plan Approved: No
DEC Status: NONE
Demo Program Closing Date:
OMHAR Mark Down to Market Restructure Date:
OAHP Green Flag: No
OAHP Green Retrofit Flag: No
Owner Annual Financial Statements from FASS
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Submission Status: Active 1 Submission Type: AUD-2000.04 (Non-coop) JSubmi:
1-~4/~~O~B I=;;~~~~;~ 1_- :1;31;~~;~~~[=~··.·Jm~~~1~ _.. [~;I;~;~~~~r~/~9/:
Non- Filer Date
Email httpS:llhllriapps,hud .gov/irems/AssctManagt!mt!ntJSUl1Ul1arics/.PropcrlySUnlmary.i sp 6i 10/201 0 nT,.C'~ ~,TbC" CICCI C:T;:J:C!I ;:J)PC:bbCl;:JTb ).-'Tl..IH ..HI-'rJl,II-IC·I~ rlrJl-I:LUO.J'< ;:Jc:pn nTn;:J-nT-I··mr· httpS:llhllriapps,hud
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Property Summary Page 3 of7
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Submission Status: Active Submission Type: AUD-2000.04 (Non-coop) Submb
,04/30/2002 22204'~~-~'-"-""'"02/22/;~~;I""'~"- '·1 ~;~~~ IO;~'~~;20~; ,._
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(lropclty S1.1nUnary ?ngc 4 of 7
On-Site Visits' and Physical Inspection History _ ...,.. ".'..,.- ......................................................--............................................................. _.. ·-···-·"~I ..-.
Performed I OveraU I Report I Response ~esponse Closed I Type of Date Rating Date Due Date Received Oate Date Reviewer w·w.· .•.•••••_••.•_._._••••__•._•••.______••••••• •.•••• _•• ___ ...•.•• __ .•.•.• _ .................... _ ___ .... __ •. ______.• . ..... '_ ._ ..... _. ____._
Management Review r·... .........................-.----....,"""--........................................................ __...._--"...,,"'...,.- .............................. c
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Financing ·_.·.~···-.~.~----."" .... -,--..•. -.-...'..." ........ -...... __............... ,.. ~........ · •.•• ..'__n··_.············,,·········._ ...... -.-.,..,,·..... _-_._.•..r.. -.-·· .. ·..·..·........._-_.., Prima FHA SOA/Group Field Office A r Busine55 Under P' I' F'
Number Type Status C Ive Phase Mana t Ipe me mane I gemen Instrull
1:~::~_1:;:t~~~:I_.I~;~:~:·~~~__:-i-~-~~~~e~: ___=-:~=[ N.___ ~-1- Contract Rent!'" ...... _-_..._
Rent Contract#Effective Project#Date
Contract Unit #Units Contract Utility Utility Gross F~ Status Type Rent Allow. Allow, Rent
Effective
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Project/Contract Rents 1'---- -, ...........',,' ,._..._.. ,.... ,-......,....,'''',.---,-_........." ...,.',-,.. ... ,..,._.......... '''', .,.....'---"' ,_._....,_.,-.--_. ._..- ..,-........,-..-,-_.".-----
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Current Owner
Name: Douglas Plaza Limited Partnership TIN: 222040016
Title: Phone: (609) 895-8890
Street: 133 Franklin Corner Road Fax.: (609) 895-0058 hnps:llhLLoapps.hud.govlirClns/AsserManagel1lcntlSummariosiPropcr1ySummary.jsp 611 0/20 10 . IlT ... I=I''''< I'=,T!?<;" q<:;q <:;T;=!:OI ;=!)I=I<:;!?h·q;=!Th, .I."lHIH-ITI·lrll.1 ~C'I"'< I1n~:WOJ-I C"C':l=Ill llTll;=!-llT-llrIr' a~:50 0102 01 Nnr60' ?~)tld
Propeliy Summary Page Gof7
City: Lawrenceville E-Mail:
U.S. State or Territory: NJ
Foreign State or Territory:
Country: USA
U.S. Zip Code: 08648- 2531
Standardization Status; Not Standardized
Current Lessee.
Name: TIN:
Title: Phone:
Street: Fax:
City: E-Mail:
U.S. Stale or Territory:
Foreign State or Territory;
Country:
U.S. Zip Coda:
Name: Westgate Management Company. Inc. TIN: 222620944 Title: .Phone: (609) 895-8890 Street: 133 Franklin Corner Road Fax: (609) 895-0058 City: Lawrenceville E-Mail:
U.S. State or Territory:
Foreign State or Territory:
Country:
NEW JERSEY
USA
U.S. Zip Code:
Foreign Postal Code:
08648 -2531
Standardization Status: lDO% Overall probable correctness
Servicing Mortgagee
Name;
FNMA CAPMARK FINANCE INC
Street: ATTN GMAC COMMERCIAL MTG CORP
POBOX 809
City: HORSHAM
State: PA
Zip Code: 19044
Lender 10:
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Propclty SUlllllJary Page 70f7
9407700001
Property Disposition
Date of 21 Day Hearing Letter:
Date Foreclosure ~ale Held:
Mortgagee In Possession Date:
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• f , Statement of Work for
Rent Comparability Studies For
'The HUD
Mark Up to Market (MU2M) Program
A. Background & Objectives
Section 8 laws and administrative procedures require HUD obtain & review Rent Comparability Studies (RCSs) when initially renewing most Section 8 contracts and when processing some rent increases using the Annual Adjustment Factors. The market rents resulting from these studies determine the rents owners can receive and, hence, greatly influence whether an owner will renew & continue providing assisted
, housing or opt-out of the Section 8 contract and convert to unassisted, market rent housing. The market rents set in these studies also drive HUD's outlays for Section 8 project-based subsidy.
In most cases, owners hire the appraiser and submit the RCS to HUD.
However, in some cases HUD must directly contract for the RCS. HUD is required to purchase a study when the owner elects to mark rents up to market under Option I of HUD's Section 8 Renewal Policy Guide. This request seeks appraisers to prepare RCSs on these mark-up-to market (MU2M) cases.
B. Scope of Services
1. The contractor shall prepare Rent Comparability Studies for Section 8 contracts identified by the GTR/GTM., The contractor shall prepare the study in accordance with the procedures set forth in Chapter 9 of the HUD Section 8 Renewal Policy Guide (the HUD Guide), the Guide can be found at http.:/lwww.hudgovlfhalmfhlexP/guidelsBrenew.pdf
It can also be accessed through the following procedure: hudgov, click on multifamily industry, click on Section B expiring contracts; click on Section B Renewal Policy Guidebook; click on entire Section B Renewal Policy Guidebook; go to Chapter 9.
2. The contractor shall furnish all pe'rsonnel. material, supplies, equipment, transportation and facilities necessary to provide the services required by this contract.
C. Tasks Required in Preparing an ReS: The contractor shall comply with the Uniform Standards of Professional Appraisal Practice (USPAP) in the manner discussed in the HUD Guide, particularly Section 9-9. The contractor shall perform the tasks required by Chapter 9, Section 9-7, of the HUD Guide. These tasks include, but are not limited to:
1. Analyzing the subject Section 8 property as required in SeCtion 9-9 of the HUD Guide, including:
• identifying unit types the RCS must cover and classifying unit types as primary or secondary.
• inspecting and photographing the property and documenting the project's condition, appeal and other characteristics
• identifying the property's market area and assessing, the neighborhood surrounding the property
2. Selecting comparables. For each primary unit type, the contractor must try to locate five comparable units that meet the six conditions in Chapter 9, Section 9 10, of the HUD Guide. If the contractor cannot locate five properties that meet all six conditions, the contractor shall select com parables in accordance with the guidance in Section 9-10 of the HUD Guide..
3. Collecting &documenting data on comparables. The contractor must collect data as required by Sections 9-11 of the HUD Guide and document the data as required by that section of the HUD Guide of the Notice. For each primary unit type, the contractor must prepare a Comparable Property Profile and a Rent Comparability Grid (HUD 92273~S8) as set forth in Section 9-11.C and Appendix 9-2. The profile must contain at least the information required by Appendix 9-4 of the HUO Guide. The contractor must prepare the Rent Grid in accordance with the instructions in Appendix 9-8 of the HUO Guide. The appraiser should use HUO's Excel form to prepare the Grid, unless the GTM agrees to another method of filing in the Grid.
4. Computing an adjusted rent for each primary unit type as directed in Section 9 12 of the HUD Guide. The contractor must take care to comply with that Section's direction on non-shelter. services.
5. Using the adjusted rents to derive a market rent for each unit type as directed in Section 9-13 of the HUO Guide.
6. Preparing the report in the format required by the HUe Guide. The report must comply with Section 9-14 and Appendix 9-10 of HUe Guide. Narratives required in the report must be concise but contain enough information that a person not familiar with the properties and market areas involved can understand how the appraiser arrived at hisl her conclusions. It is strongly suggested that the , appraiser use Appendix 9-3, the Rent Comparability Study enclosed in the HUD Guide as a model for their report.
D. Who Canl Can't Perform The Work Requested.
1. The ReS must be prepared by, or under the direction of, a state certified general appraiser who meets all of the qualifications in Section 9-8 of the HUD Guide. That appraiser must sign and take full responsibility for the report, but an appraisal assistant may contribute to any of the tasks if. 1) the assistant is employed by the same firm as the appraiser; and 2) the report identifies the roles the assistant appraiser performed. . .
2. The contractor shall not employ or subcontract with any person who is a current or former civilian employee of the U.S. government if the employment of that person would create a conflict of interest, an appearance of any conflict, or otherwise conflict with Federal or FIUD ethics rules. The contractor shall be responsible for resolving any actual or appearance of a conflict of interest and shall not rely on HLJD to resolve the issue through reassignment of workload or any other means
E. Deliverables and Schedule Requirements
Within 30 calendar days of receipt of HUD's RCS order or within any alternate time agreed to by the GTR the contractor shall submit two sets of the following, in hard copy, to the GTM. Each of these materials must meet the applicable requirements of Chapter 9 of the HUD Guide. If the GTM requests it, the contractor must submit the Rent Comp Grid in Excel on disk or via email. At a minimum, the deliverable must contain the elements set forth in Section 9-14 of the HUD Guide:
1. Appraiser's Transmittal Letter
2. Scope of Work
3. Description of Subject Property (including color photographs)
4. Identification of the Subject's Market Area
5. Description of Neighborhood
6. Narrative Describing Selection of Com parables
7. Locator map for Subject and Com parables
8. Rent Comparability Grid (HUD 92273-S8) for Each Primary Unit Type
9. Narrative explaining adjustments and market rent conclusions (one set of explanations for each Rent Grid)
10. Comparable Property Profile for each Comparable (including a color photograph)
I 1. Appraiser's Certification
12. Appraiser's 'License (only ifrelying upon temporary license)
F. Disclosure of information. Except as specifically authorized elsewhere in this contract or as directed by the GTRor Contracting Officer, the contractor shall not disclose any information about the conditions or management of properties to any party.
G. Professional Liability Insurance
Minimum coverage requirement of $250,000.
H. Rent Comparability Worksheet
Contractor shall complete an electronic version of the appropriate Rent Comparability Worksheet found in the Appendix to Chapter 3 of the curent version of theHUD Section 8 Renewal Guide. The applicable version will be identified by HUD and applicable HUD Fair Market Rents (FMRs) will be provided by HUD, upon the Contrator's request. See http://www,hud.gov/offices/hsg/mfh/exp/guide/s8guide.cfm http://www,hud.gov/offices/hsg/mfh/exp/guide/s8guide.cfm
·SAP PROVISIONS AND CLAUSES FOR THE PURCHASE OF SERVICES
AND SUPPLIES OVER $3,000
To indicate the applicability of certain optional provisions/clauses, check the adjacent boxes
SOLlCITAnON PROVISIONS
52.204-8 Annual Representations and Certifications (Jan 2006)
(a) a) (I) The North American Industry classification System (NAICS) code for this acquisition isS6I3:;?() [insert NAICS code).
(2) The small business size standard iSO?ttl dIJ [insert size standard).
(3) The small business size standard for a concern which submits an offer in its own name, other than on a construction or service contract, but which proposes to furnish a product which it did not itself manufacture, is 500 employees.
(b) (I) Ifthe clause at 52.204-7, Central Contractor Registration, is included in this solicitation, paragraph (c) of this provision applies.
(2) If the clause at 52.204-7 is not included in this solicitation, and the offeror is currently registered in CCR, and has completed the ORCA electronically, the offeror may choose to use paragraph (c) ofthis provision instead of completing the corresponding individual representations and certification in the solicitation. The offeror shall indicate which option applies by checking one of the following boxes:
[ ] (i) Paragraph (c) applies.
[] (ii) Paragraph (c) does not apply and the offeror has completed the individual representations and certifications in the solicitation.
(c) The offeror has completed the annual representations and certifications electronically via the Online Representations and Certifications Application (ORCA) website at http://orca.bpn.gov . After reviewing the ORCA database information, the offeror verifies by submission of the offer that the representations and certifications currently posted electronically have been entered or updated within the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201); except for the changes identified below [offoror 10 insert changes, identifying change by clause number. title. date). These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer.
FAR Clause Title Date Change
Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted on ORCA.
52.252-1 Solicitation Provisions Incorporated by Reference (FEB 1998)
This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as ifthey were given in full text. Upon request, the Contracting Officer will make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identity the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronicallyat this/these addresses:
Federal Acquisition Regulations Clauses and Provisions:
U.S. Dept. of HUD Regulations Clauses and Provisions:
[] 52.217-5 Evaluation of Options (JUL 1990) 52.222-21 Prohibition of Segregated Facilities (FEB 1999) http://www.arnet.gov/far/ http://www.hud.gov/offices/cpo/hudar.dm
PURCHASE ORDER GENEIUU. CLAUSES
FAR 52.204-7 Central Contractor Registration (JUL 2006)
(a) Definitions. As used in this clause
"Central Contractor Registration (CCR) database" means the primary Government repository for Contractor information required for the conduct of business with the Government.
"Data Universal Numbering System (DUNS) number" means the 9-digit number assigned by Dun and Bradstreet, Inc. (D&B) to identity unique business entities.
"Data Universal Numbering System +4 (DUNS+4) number" means the DUNS number means the number assigned by D&B plus a 4-character suffix that may be assigned by a business concern. (D&B has no affiliation with this 4-character suffix.) This 4-character suffix may be assigned at the discretion of the business concern to establish additional CCR records for identifying alternative Electronic Funds Transfer (EFT) accounts (see the FAR at Subpart
SAP>3000-04 30 07 1 of 6
32.11) for the same parent concern.
"Registered in the CCR database" means that
(I) The Contractor has entered all mandatory information, including the DUNS number or the DUNS+4 number, into the CCR database; and
(2) The Government has validated all mandatory data fields, to include validation of the Taxpayer Identification Number (TIN) with the Internal Revenue Service (IRS), and has marked the record "Active". The Contractor will be required to provide consent for TIN validation to the Government as a part of the CCR registration process.
(b)
(I) By submission of an offer, the offeror acknowledges the requirement that a prospective awardee shall be registered in the CCR database prior to award, during performance, and through final payment of any contract, basic agreement, basic ordering agreement, or blanket purchasing agreement resulting from this solicitation.
(2) The offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation "DUNS" or "DUNS+4" followed by the DUNS or DUNS+4 number that identifies the offeror's name and address exactly as stated in the offer. The DUNS number will be used by the Contracting Officer to verify that the offeror is registered in the CCR database.
(c) If the offeror does not have a DUNS number, it should contact Dun and Bradstreet directly to obtain one.
(1) An offeror may obtain a DUNS number
(i) Iflocated within the United States, by calling Dun and Bradstreet at 1-866-705-5711 or via the Internet at http://www.dnb.com: or
(ii) Iflocated outside the United States, by contacting the local Dun and Bradstreet office.
(2) The offeror should be prepared to provide the following information:
(i) Company legal business name.
(ii) Tradestyle, doing business, or other name by which your entity is commonly recognized.
(iii) Company physical street address, city, state and Zip Code.
(iv) Company mailing address, city, state and Zip Code (if separate from physical).
(v) Company telephone number.
(vi) Date the company was started.
(vii) Number of employees at your location.
(viii) Chief executive officerlkey manager.
(ix) Line of business (industry).
(x) Company Headquarters name and address (reporting relationship within your entity).
(d) Ifthe Offeror does not become registered in the CCR database in the time prescribed by the Contracting Officer, the Contracting Officer will proceed to award to the next otherwise successful registered Offeror.
(e) Processing time, which normally takes 48 hours, should be taken into consideration when registering. Offerors who are not registered should consider applying for registration immediately upon receipt ofthis solicitation.
(f) The Contractor is responsible for the accuracy and completeness ofthe data within the CCR database, and for any liability resulting from the Government's reliance on inaccurate or incomplete data. To remain registered in the CCR database after the initial registration, the Contractor is required to review and update on lin annual basis from the date of initial registration or subsequent updates its information in the CCR database to ensure it is current, accurate and complete. Updating information in the CCR does not alter the terms and conditions of this contract and is not a substitute for a properly executed contractual document.
(g) (I)
(i) If a Contractor has legally changed its business name, "doing business as" name, or division name (whichever is shown on the contract), or has…
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