Sol_86614123Q00011_ 9-29.pdf

This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with the format in subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation;

proposals are being requested and a written solicitation will not be issued.

The solicitation number is issued as request for quotation, 86614123Q00011.

The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2023-05.

The associated NAICS is 611430, size standard $11M, and this action is unrestricted with no small business set-asides being used.

A list of line item number(s) and items, quantities, and units of measure (including option(s), if applicable)

Period of Performance: 24 NOV 2023 – 23 NOV 2028 (Including Option Periods)

OFFER DUE DATE: The quotes are due by 20 OCT 2023 at 1400 Central Time.

SOLICITATION/CONTRACT FORM

52.212-1 INSTRUCTIONS TO OFFERORS - COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES.

(SEP 2023)

52.212-2 EVALUATION - COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES. (NOV 2021)

(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate offers:

Technical Approach Past Performance

Technical and past performance, when combined, are approximately equal in importance when compared to price.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced.

Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer's specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

(End of provision)

Addendum to 52.212-1:

(b) Submission of Offers: The government intends to award a firm-fixed-priced (FFP) contract with a 12-month base period and four, one-year option periods to a responsible offeror for the Integrated Pest Management (IPM) services as described in the attached Performance Work Statement (PWS).

The following instructions are provided to ensure sufficient information necessary for the Government to fully understand and evaluate the quote.

1. Delivery of Quotes: QUOTE SUBMISSIONS. Offers are due as stated in OFFER DUE DATE on page 1 of this document. Quotes received after the required time on the due date will be handled in accordance with 52.212-1(f). Submission of quotes shall be sent via email to Mr.

Chris Rodriquez, Contract Specialist, Christopher.j.rodriguez@hud.gov and Mr. Luke Maloney, Contracting Officer, luke.m.maloney@hud.gov. The subject of the email shall be:

86614123Q00011 IPM Quote.

a. A representative of the firm authorized to commit the firm to contractual obligations must sign the offer’s quote, including adding any Discount Terms, if applicable. In doing so, the contractor agrees to the contract terms and conditions as written in the Solicitation, with attachments.

b. All quotes shall be valid for at least 120 days from the date offers are due.

c. The Government will evaluate the quote using only the information provided with the quote.

Failure of an offeror to submit information sufficient to evaluate the offer, or submitting information that does not follow the guidelines as stipulated herein, may render the quote ineligible for award.

d. Contractors shall insert their proposed total price in accordance with the pricing instructions contained herein and within Attachment 3, Pricing Workbook.

As part of the quote submission, offerors shall submit a Quote Matrix using the table below or similar format, which maps what page of the quote addresses each Performance Work Statement Tasks requirement identified under Technical Approach, and which page of the quote fully addresses each Evaluation Factor. The offeror shall use the appropriate column to fill in the requirement as stipulated in the RFQ to which the page/section number applies.

The Government may waive informalities and minor irregularities in quotes received.

Quote Page(s)/Section

Number(s)

RFQ

Requirement

Statement of Work

Instructions to Offerors

Evaluation Factors

Comments

Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

(a) Prohibition. See FAR 4.2102.

a. This FAR provision contains TWO separate prohibitions. The prohibitions are similar, but have different applications:

i. Prohibition 1 (see FAR 4.2102(a)(1)):

1. Agencies are prohibited from procuring or obtaining, extending or renewing a contract to procure or obtain any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system, unless an exception applies or the equipment or services are covered by a waiver.

2. This prohibition applies to the use of covered telecommunications equipment or services in the performance of work under any Federal contract resulting from this solicitation.

3. This prohibition flows down to all subcontracts and other contractual instruments resulting from this solicitation at all levels.

ii. Prohibition 2 (see FAR 4.2102(a)(2)):

1. Agencies are prohibited from entering into a contract, extending or renewing a contract with an entity that uses any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system or critical technology as part of any system, unless an exception applies or the covered telecommunications equipment or services are covered by a waiver.

2. This prohibition applies to the use of covered telecommunications equipment or services, regardless of whether the use is in performance of work under a Federal contract.

3. This prohibition does not flow down to subcontracts and other contractual instruments resulting from this solicitation.

b. The general difference between the two prohibitions is as follows. No covered telecommunications equipment may be used in the performance of a federal government contract at any level (absent an exception). Federal prime contractors may not use covered telecommunications equipment at all, in any line of business (absent an exception). Subcontractors on a federal contract may not use covered telecommunications equipment to perform a subcontract to a federal contract (absent an exception) but may use covered telecommunications equipment for efforts and lines of business unrelated to the subcontract to a federal contract. This synopsis is provided as a plain language aid and does not modify or waive any FAR provisions or clauses. Contractors with questions about the specific applicability of the two provisions to their situation should seek legal advice. Contractors are responsible for compliance with the specifics of FAR 4.2102 notwithstanding anything in this synopsis.

(b) Waivers

The granting of waivers is discretionary.

(c) Quote Submission

(1) If the offeror selects "does" in paragraph (c)(1) of the provision at 52.204-26 or paragraph (v)(2)(i) of the provision at 52.212-3, the offeror will be required to complete the representation in paragraph (d)(1) of the provision at 52.204-24.

(2) If the offeror selects "does" in paragraph (c)(2) of the provision at 52.204-26 or paragraph (v)(2)(ii) of the provision at 52.212-3, the offeror will be required to complete the representation in paragraph (d)(2) of the provision at 52.204-24.

(3) If an offeror selects "will" in paragraph (d)(1) of the provision at 52.204-24, the offeror must provide the information required by paragraph (e)(1) of the provision at 52.204-24. The offeror shall submit a mitigation plan stating actions taken or being taken and any additional efforts that will be incorporated to prevent future use or submission of covered telecommunications equipment or services. The mitigation plan shall include a timeline for corrective actions. The contractor shall submit all requirements listed in this paragraph with the submission of the business quote and should address all instances requiring mitigation for the prime and any proposed subcontractors, partners, or other contractual instruments.

(4) If an offeror selects "does" in paragraph (d)(2) of the provision at 52.204-24, the offeror must provide the information required by paragraph (e)(2) of the provision at 52.204-24. The offeror shall submit a mitigation plan stating actions taken or being taken and any additional efforts that will be incorporated to prevent future use or submission of covered telecommunications equipment or services. The mitigation plan shall include a timeline for corrective actions. The contractor shall submit all requirements listed in this paragraph with the submission of the business quote.

(5) The Offeror shall not complete the representations at paragraph (d)(1) of this provision if the Offeror has represented that it "does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument" in paragraph (c)(1) in the provision at

52.204-26, Covered Telecommunications Equipment or Services—Representation, or in paragraph (v)(2)(i) of the provision at 52.212-3, Offeror Representations and Certifications- Commercial Items. The Offeror shall not complete the representation in paragraph (d)(2) of this provision if the Offeror has represented that it "does not use covered telecommunications equipment or services, or any equipment, system, or service that uses covered telecommunications equipment or services" in paragraph (c)(2) of the provision at 52.204-26, or in paragraph (v)(2)(ii) of the provision at 52.212-3.

Offerors are cautioned that failure to comply with the terms and conditions of the RFQ may cause their quote to be determined to be non-conforming, which may result in the quote being removed from the competition without further consideration.

2. QUESTIONS PERTAINING TO THE REQUEST FOR QUOTATION (RFQ)/

SOLICITATION.

Offerors shall submit all questions to the Contracting Officer AND the Contract Specialist no later than 5 October 2023, 1200 Central Time. The subject of the email shall be:

86614123Q00011 Questions. Questions shall annotate a reference to the specific solicitation element to which they pertain. The Government is not required to provide responses to all questions submitted by Offerors, but will consider them and incorporate changes into the solicitation via amendment, as deemed necessary in the business judgement of the Contracting Officer. Questions received after the cut-off date may not receive a response.

3. DETAILED QUOTE INSTRUCTIONS:

a. Offers shall include separate electronic files for each volume listed in Section 3f. All file names shall include the respective company name, CAGE, UEI number, document name, and volume number (using abbreviations as necessary). The Offeror shall confine submissions to essential matters sufficient to define the quote and provide adequate basis for evaluation. All pages of each volume shall be appropriately numbered and identified by the RFQ number in the header and/or footer.

b. Offers shall include a Table of Contents which outlines the contractor’s offer. The submission shall be clearly indexed, logically assembled, and clearly identified. A page, for purposes of this request for quote, is defined as one side of standard 8 1/2" x 11" sheet of paper, font size (12), 1-inch margin on all sides, single spaced. Tracking, kerning, and leading values shall not be changed from the default values of the word processing or page layout software.

Tables, call-outs, graphics can be no smaller than font size (9).

c. Quote font type shall be Times New Roman, 12-point font. For ease of reference, consecutive page numbering is requested. Pages without information (blank pages) do not need to be numbered and shall not be reflected in the page count.

d. All information pertaining to a particular volume shall be confined to that volume. For example, no Price information shall be included in any volume other than the Price volume.

e. Microsoft Excel files submitted shall be unlocked, formula driven, and numbers shall not be hard coded, where applicable. Spreadsheets shall be in Microsoft Excel 2013 compatible format (.xlsx format).

f. Page Limitation: If the page limits are exceeded, the pages in excess of the limit will be removed and not evaluated. The following are excluded from the page limitations: Resumes, letters of commitment, covers for volumes, tables of contents, glossary of abbreviations and acronyms, indices, title pages, cross reference indexes, and section dividers if they are inserted solely to provide ease to the reader in locating parts/sections of the quote. Additionally, pages marked This page intentionally left blank will not be counted.

Page limitations are as follows:

Volume I Signed Offer PDF document No page limitation Volume II Technical MS Word or PDF document 15 Pages

Volume III Past Performance MS Word or PDF document

1 Page per reference

Volume IV Price Excel/PDF Document

No page limitation

g. Electronic quotes provided via e-mail shall be submitted in the formats specified above.

WINZIP (.zip) files cannot be accepted as they are routinely blocked by the domain firewall.

Quotes that are sent in multiple e-mails shall be numbered to include the total sent, for example 2 of 6. Prior to the closing date of the solicitation, a prudent offeror should verify with the Contract Specialist or the Contracting Officer that the Government has received all of the emails and files that comprise the offeror’s electronic quote.

h. Offers, modifications, revisions, or withdrawals of Offers received after the date established in this RFQ for receipt of quotes will be handled in accordance with FAR Clause 52.212-1.

i. It is the Government's intention to award without discussions. Offerors are encouraged to present their best technical quote and prices in their initial quote submission. However, the Government reserves the right to conduct exchanges.

j. In accordance with FAR 52.204-7, Offeror must be registered in the System for Award Management (SAM) and have a Commercial and Government Entity (CAGE) Code. The Government may determine an offeror, who is not registered in SAM at the time of the close of the solicitation, to be ineligible for award.

PURPOSE: These instructions prescribe the format of quotes and describe the approach for the development and presentation of the quote data. They are designed to ensure the submission of information essential to the understanding and comprehensive validation of quotes. Offerors are cautioned to follow the instructions carefully.

4. QUOTE CONTENTS: Offeror's quote shall consist of four separate Volumes as follows:

a. Volume I: General Documents - An authorized official of the firm shall sign the Quote and all amendments and certifications requiring original signature. A representative of the firm authorized to commit the firm to contractual obligations must sign the offer’s quote, including adding any Discount Terms, if applicable. Additionally, a representative shall sign blocks 8, 15a, 15b, and 15c on page 1 of any applicable SF 30 amendments. In doing so, the contractor agrees to the contract terms and conditions as written in the solicitation, amendments, and attachments.

The Quote shall include all applicable clause fill-ins to include, but not limited to 52.209-7 and 52.212-3.

b. Volume II: Technical Factor - The offeror’s quote shall not simply rephrase or restate the Government’s requirements, but shall demonstrate an ability to execute the requirements without introducing unacceptable risk. The technical quote shall be comprised of the following:

Technical Approach:

The offeror shall submit a comprehensive technical quote that demonstrates logical and feasible methods for meeting the requirements (including any Section 508 requirements) described in the Performance Work Statement Tasks 5.1 through 5.6 while also considering the requested deliverables and schedule associated with each task.

If the offeror is proposing subcontractors, the offeror shall clearly identify what aspects of the work will be performed by the prime and what aspects of the work will be performed by each subcontractor in its technical approach.

Labor mix and level of effort (labor categories and number of hours for each labor category). Offerors shall include identification of Key Personnel as well as documentation supporting their qualifications. Offerors are cautioned not to include pricing in the labor mix/level of effort matrix submitted with the technical quote.

c. Volume III: Past Performance - The offeror shall submit the following information/documents:

A completed chart providing the information required by the Past Performance Information chart in Attachment 2 – Past Performance. The chart shall reflect all relevant past performance performed in the three-year period immediately preceding submission of the quote and all work currently being performed. If the offeror has more than 5 relevant past performance references, then the offeror shall provide the most recent 5 references. As an attachment to the chart, the offeror shall provide a narrative describing the past performance references that reflect the most relevance to the services being obtained under the contract to be awarded. The narrative shall clearly establish the relevancy of the past performance to the current requirements. (Narratives shall not exceed 1 page per reference.)

If the offeror is proposing to subcontract (or use joint ventures/ partners, or other entities other than the prime contractor to perform) more than 20% of the contract value, the offeror shall submit a separate chart and narrative described for past performance above, for the proposed subcontractor(s).

If past performance for the offering firm does not exist, the Offeror may substitute past performance of key personnel that will be performing major aspects of the work under any resulting contract. If the Offeror chooses to make such a substitution, the offeror must clearly identify the substituted key personnel by name and title proposed. Only the past performance of Key Personnel overseeing the entirety of the proposed project will be considered in substitution for the firm’s past performance under this factor.

d. Volume IV: Price - The offeror shall submit fully burdened firm-fixed-prices for all labor categories. Offerors shall submit prices that are consistent with the requirements set forth in the Statement of Work.

The Offeror shall complete Attachment #3 –Pricing Workbook, per the attachment’s instructions. The offeror shall identify all possible labor categories envisioned for performance throughout the life of the contract. The offeror shall then identify a price per hour labor rate for each respective labor category. The offeror shall propose a unit price for each year of performance (Base, Option Periods (OP) 1 – 4).

Quotes received without a completed Attachment #3 –Pricing Workbook will be considered non-compliant and may not be considered for contract award. Any documentation furnished to support the Pricing attachment is to be provided in a format chosen by the offeror that is easily traceable to the attachment.

Unit Prices. The unit prices proposed shall be all inclusive of wages, fringe benefits, overtime and/or shift differential, overhead, general and administrative expenses, profit, material handling, subcontract handling, and any phase-out costs. A detailed breakout of these costs may be requested. If the offeror proposes annual cost of living increases, the offeror must support the proposed increases with historical and relevant market index information.

Summarize all significant pricing assumptions, scope limitations, exceptions and /or qualifications of the Price Quote.

All unit pricing shall be submitted via Attachment #3 – Pricing Workbook.

ADDENDUM TO 52.212-2:

1. BASIS FOR AWARD: This solicitation for IPM training services will use FAR Part 12/13 – Acquisition of Commercial Items/Simplified Acquisition Procedures and best value trade-off process. Thus, the Government may award to other than the lowest priced offeror or other than the offeror with the highest rated technical quote. Each offeror’s total evaluated price will be traded off against the offeror’s non-priced portion of the offer, to determine the overall best value to the Government, if needed. The Government will award a contract resulting from this solicitation to a responsible offeror (as defined in FAR 9.1) whose offer conforming to the solicitation will be the most advantageous to the Government, price and non-price factors, technical and past performance, considered. Technical and past performance, when combined, are approximately equal in importance when compared to price.

The Government expects to award a Firm-Fixed Priced contract with a twelve-month base period and four, one-year Option Periods as a result of this RFQ.

2. EVALUATION METHODOLOGY: The Government will evaluate the non-price factors relative to risk level of successful contract performance. The evaluation will use adjectival ratings to express the risk level identified. The following rating will be used for the technical factor:

Excellent/Very Low Risk – An excellent quote is characterized as follows: The proposed approach indicates an exceptionally thorough and comprehensive understanding of the contract and program goals, resources, schedules, and other aspects essential to performance of the program. In terms of the specific factor (or significant subfactor), the quote contains one or more strengths and no weaknesses, significant weaknesses or deficiencies. The risk of unsuccessful contract performance is very low.

Good/Low Risk – A good quote is characterized as follows: The proposed approach indicates a thorough understanding of the contract and program goals and the methods, resources, schedules, and other aspects essential to the performance of the program.

Weaknesses, if any, are not significant and no deficiencies exist. Risk of unsuccessful performance is low.

Fair/Medium Risk – A fair quote is characterized as follows: The proposed approach indicates an adequate understanding of the contract and program goals and the methods, resources, schedules, and other aspects essential to the performance of the program.

There are no deficiencies, but one or more significant weaknesses or a combination of many weaknesses exist that increase the risk of unsuccessful performance. The risk of unsuccessful performance is medium.

Marginal/High Risk – A marginal quote is characterized as follows: The proposed approach indicates a superficial or vague understanding of the contract and program goals and the methods, resources, schedules, and other aspects essential to the performance of the program. The quote has multiple significant weaknesses and weaknesses but no deficiencies. The risk of unsuccessful contract performance is high.

Unsatisfactory/Very High Risk - An unsatisfactory quote is characterized as follows:

The proposed approach indicates a lack of understanding of the contract and program goals and the methods, resources, schedules, and other aspects essential to the performance of the program. One or more deficiencies or a combination of significant weaknesses exist sufficient to indicate a lack of understanding of the requirements. The risk of unsuccessful contract performance is very high.

The following ratings will be used to evaluate the Past Performance factor:

Rating Definition

Excellent/Very Low Risk/Very High Confidence

Offeror provided sufficient quantity of recent, very relevant, high quality references for the prime contractor and significant subcontractors.

Good/Low Risk/High Confidence The combination of recent references provided for the prime contractor and significant subcontractors were of sufficient relevancy and quality to assure performance of the contract requirements.

Satisfactory/Medium Risk/Some Confidence

The combination of recent references provided for the prime contractor and significant subcontractors provides some assurances of future performance, but some risk exists (e.g. overreliance on substantial subcontractors).

Neutral/Unknown Risk/Neutral Confidence

Offeror had no prime or substantial subcontractor references that met the recency test or stated they had no recent, relevant past performance.

Poor/Very High Risk/Low Confidence

Offeror had poor references for the prime or substantial subcontractor or provided insufficient references to obtain a higher rating.

Unsatisfactory/Very High Risk/Very Low Confidence

Offeror failed to address the factor or references were recent and relevant but indicated unsatisfactory performance.

With regard to the technical factor the following definitions are what evaluation findings of Strength, Weakness, Significant Weakness, and Deficiency will be comprised of:

STRENGTH – The quote demonstrates capability, expertise, or knowledge which greatly increases the likelihood of the offeror’s successful contract performance.

WEAKNESS – A flaw in the quote that increases the risk of unsuccessful contract performance.

SIGNIFICANT WEAKNESS – A flaw in the quote that appreciably increases the risk of unsuccessful contract performance.

DEFICIENCY – A material failure of a quote to meet a Government requirement or a combination of significant weaknesses in a quote that increases the risk of unsuccessful contract performance to an unacceptable level.

Additionally, the government retains the right to incorporate any performance or capabilities proposed above mandatory minimums into a PWS addendum at time of award, as applicable.

The Government will evaluate the Price Factor for reasonableness and balance but will not assign a rating.

3. EVALUATION APPROACH: Offer Compliance: The Government will compare the Offeror's offer to the RFQ submittal criteria in Addendum to 52.212-1 in order to perform a compliance review. The compliance review will include verification that the offer submittal is in compliance with the requirements outlined in 1. Delivery of Quotes, 2. Detailed Quote Instructions, 3. Quote Contents, and 4. SAM registration. Failure to provide offers in accordance with the instructions specified herein may render the offer non-compliant and may not be further evaluated for award.

Technical Factor:

Technical Approach: The government will evaluate the following regarding the proposed Technical Approach: offeror’s approach used in addressing the areas of importance listed in the addendum to 52.212-1. The evaluation will determine:

o How the offer demonstrates logical and feasible methods for meeting the requirements described in the PWS tasks 5.1. through 5.6. and meeting the performance objectives outlined with the solicitation;

o How well the project schedule demonstrates:

A clear understanding of the required operations and HUD requirements;

and Realistic timeframes for performing the PWS tasks and associated deliverables identified in the Instructions to Offerors.

o If the quote includes subcontractors, how well the proposed approach delineates the technical responsibilities between the prime and subcontractor(s) and the impact that relationship has on the overall chances of successful contract performance.

o How well the proposed labor mix is based upon reasonable assumptions and is consistent with the requirements set forth in the Statement of Work and the proposed technical approach.

Past Performance:

In evaluating Past Performance, the Government will address four components – recency, relevancy, quality, and sufficiency. This factor’s primary emphasis is to assess the past performance of the proposed prime contractor (or in the case of joint ventures or some other teaming arrangement, the primary member of the team) or that of substituted key personnel.

However, if significant subcontracting/use of other teaming arrangements is anticipated, the past performance history of the proposed subcontractors/other team members must also be evaluated.

All references will be first assessed for recency and HUD will consider only references performed within the three years immediately prior to submission of the offer;

Of those determined to be recent, HUD will assess the degree of similarity in scope and value the past performance efforts submitted have to the solicitation requirements to determine relevancy.

HUD will then assess relevant past performance efforts for quality;

HUD’s overall assessment will be based upon sufficiency of high quality past performance and risk of nonperformance.

The final rating under this factor will encompass the totality of the information provided, including completeness, relevancy, and the depth, breadth, and quality of only relevant past performance for the proposed prime contractor and proposed subcontractor/team members or substituted key personnel. The final rating will range from Excellent (High Confidence) to Unsatisfactory (Low Confidence). Offerors that have addressed the factor and have no relevant past performance history by the prime, any subcontractors/team members, or substituted key personnel will be rated as Neutral (Neutral Confidence). Offerors that fail to address the factor will be determined to have not complied with the solicitation requirements and will receive the lowest possible rating.

HUD is not restricted to evaluating the information provided by the offeror or the surveys provided by references and may utilize information obtained from any source. HUD will obtain additional information from the Government’s Past Performance Information Retrieval System (PPIRS), if available.

Price:

The price quote will be evaluated for reasonableness and balance.

Reasonableness: The reasonableness of the total price proposed will be evaluated as follows:

On the basis of adequate price competition, by comparing the proposed prices among offers; and/or;

Comparing proposed prices to the Independent Government Cost Estimate to ensure that prices are reasonable for the results to be achieved; and/or

Comparison of proposed prices to valid historical prices paid, whether by the Government or other than the Government, for the same or similar items, adjusted for material differences and differing terms and conditions, quantities and market and economic factors; and/or

Use of parametric estimating methods/application of rough yardsticks (such as dollars per pound or per horsepower, or other units) to highlight significant inconsistencies that warrant additional pricing inquiry; and/or

Comparison with competitive published price lists, published market prices of commodities, similar indexes, and discount or rebate arrangements; and/or

Comparison of proposed prices with prices obtained through market research for the same or similar items; and/or

Analysis of data other than certified cost or pricing data provided by the offeror at the request of the Contracting Officer.

Balance: The Government will review the proposed prices for balanced pricing. This review will ensure that the price of labor categories is not significantly over or understated as indicated by the application of price analysis techniques. Unbalanced pricing exists when, despite an acceptable total evaluated price, the price for one or more labor categories is significantly over-or under-stated as indicated by the application of price analysis techniques. The Government may determine that an offer is unacceptable if the out-year prices or individual labor categories are significantly unbalanced. The Government will analyze quotes to determine whether they are unbalanced with respect to separately priced line items. Offers that are determined to be unbalanced may be rejected if the Contracting Officer determines that the lack of balance poses an unacceptable risk to the Government.

For purposes of evaluating the price of exercising the potential 6-month extension of services using the clause at FAR 52.217-8, 50% of the final option year (six months) value will be added to the total proposed amount for evaluating pricing only, this amount will not be included in the total aggregate value of the resulting contract. This addition is for evaluation purposes only.

Supplies and Services and Price/Costs

Description/Specifications Performance Work Statement (PWS) is attached, Attachment 01 - PWS

Special Contract Requirements

AS- 2315 CYBERSECURITY AND PRIVACY REQUIREMENTS (APRIL 2022)

1. The Contractor shall comply with all current and future Federal Information Technology (IT) security requirements.

2. The Contractor shall maintain compliance with all terms and conditions of the contract throughout the term of the contract with respect to all IT security and privacy requirements.

3. The Contractor shall use, maintain, enhance, develop, and upgrade all information technology software and system documentation under this contract in accordance with Federal Laws, Regulations, NIST guidance (https://csrc.nist.gov/publications/sp) and HUD Policies.

4. Each mixed or financial system that the contractor manages, develops, modifies, enhances, releases and/or upgrades must comply with Office of Management and Budget (OMB) A-123, including Appendix A, Internal Control over Financial Reporting, as well as Federal Information Security Modernization Act (FISMA) of 2014, and shall be assessed under the Federal Information System Controls Audit Manual (FISCAM) methodology that include control families for both General Computer and Business Process Application controls.

Base Period

0001 - IPM Training Services (FFP) IPM Training Services oerformed in accordance with the PWS, Attachment 1. Base Period 12 Months

0002 - Travel (Cost) Travel (Cost) 1

Option Period 1

0003 - IPM Training Services (FFP) IPM Training Services oerformed in accordance with the PWS, Attachment 1. Option Period 1 12 Months

0004 - Travel (Cost) Travel (Cost) 1

Option Period 2

0005 - IPM Training Services (FFP) IPM Training Services oerformed in accordance with the PWS, Attachment 1. Option Period 2 12 Months

0006 - Travel (Cost) Travel (Cost) 1

Option Period 3

0007 - IPM Training Services (FFP) IPM Training Services oerformed in accordance with the PWS, Attachment 1. Option Period 3 12 Months

0008 - Travel (Cost) Travel (Cost) 1

Option Period 4

0009 - IPM Training Services (FFP) IPM Training Services oerformed in accordance with the PWS, Attachment 1. Option Period 4 12 Months

0010 - Travel (Cost) Travel (Cost) 1

Contract Line Item Number (CLIN) Description Unit Price Total Price

5. The Contractor shall use only HUD email system to conduct HUD government business. To the extent that a non-HUD email system use occurs for HUD government business, the individual must copy their HUD email account during the initial creation of transmission or forward the email record to their HUD email account within 20 calendar days of creation or transmission of the record. Once the message is sent or forwarded to HUD email, the user must save the record (do not delete). Further, the record should be removed from non-HUD email systems unless there is a specific obligation, such as a litigation hold, to maintain the files on all non-HUD systems on which they appear.

6. The Contractor shall maintain compliance, as per the National Institute of Standards and Technology (NIST) Special Publication (SP) 800-161, Supply Chain Risk Management Practices for Federal Information Systems and Organizations.

7. The Contractor shall follow HUD's Project Planning and Management (PPM) Life Cycle in the analysis, design, development, testing and implementation of proposed new systems and/or the enhancement to existing systems. No live data shall be used in any environment other than Production and Disaster Recovery (DR) environments.

Specifically, no live data must be used in development, testing or staging environments.

8. The Contractor shall ensure each of its employees working on the HUD contract completes the mandatory HUD Security Awareness Training annually.

9. The Contractor shall ensure each of its employees working on the HUD contract acknowledges the HUD Rules of Behavior (RoB) annually.

10. The Contractor shall ensure each of its employees working on the HUD contract completes the mandatory HUD role-based/specialized cybersecurity and privacy training annually.

11. The Contractor shall review and update system documentation to ensure accuracy, compliance, and completeness. Reviews and revisions must be completed and delivered to HUD quarterly or within one day of a major system release.

12. The Contractor shall provide Security Assessment and Authorization (SA&A) support, including potential off cycle or unanticipated SA&A support, over the life of the contract.

13. The Contractor shall complete and maintain SA&A documentation in accordance with the guidance contained within NIST publications, after the award of the contract and again at the expiration of the SA&A to include any revisions or updates.

14. The Contractor shall complete and maintain security and privacy related documents, in accordance with all Federal Laws, Regulations, NIST guidance (https://csrc.nist.gov/publications/sp) and HUD policies.

15. The Contractor shall present IT security and privacy related documents to HUD's Chief Information Security Officer (CISO) for review and approval.

16. The Contractor shall designate an Information System Security Officer (ISSO) or a Security Point of Contact (POC) within the contractor staff to interface with HUD Office of IT Security (OITS) and to respond to cybersecurity related requests.

17. The Contractor shall support and provide system security to ensure availability, confidentiality, and integrity of the HUD data applications (e.g. maintaining access control, user identification, password protection and authentication, confidentiality of customer profiles and traffic, physical and personnel security required under this PWS).

18. The Contractor shall maintain compliance with OMB Memorandum 17- 12, Preparing for and Responding to a Breach of Personally Identifiable Information.

19. The Contractor shall review and update the Plan of Action and Milestones (POA&Ms) on a timeframe that is consistent with contract terms, e.g. quarterly, annual, bi-monthly, etc. and present them to HUD's CISO for review and approval.

20. Each contractor employee working on the HUD contract shall not provide contract support until clearance is received from the HUD security background check.

Failure to adhere to the above requirements could result in penalties, to include a contract performance stop-work order until compliance can be demonstrated. Disregard of these requirements could also lead to other criminal, civil, administrative, and/or contract penalties.

End Clause

Contract Clauses

52.204-7 SYSTEM FOR AWARD MANAGEMENT. (OCT 2018)

52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE. (OCT 2018)

52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING. (AUG 2020)

52.204-18 COMMERCIAL AND GOVERNMENT ENTITY CODE MAINTENANCE. (AUG 2020)

52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS. (DEC

2014) 52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS. (NOV 2021)

52.204-22 ALTERNATIVE LINE ITEM PROPOSAL. (JAN 2017)

52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO

SURVEILLANCE SERVICES OR EQUIPMENT. (NOV 2021)

The Offeror shall not complete the representation at paragraph

(d)(1) of this provision if the Offeror has represented that it "does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument" in paragraph (c)(1) in the provision at 52.204-26, Covered Telecommunications Equipment or Services-Representation, or in paragraph (v)(2)(i) of the provision at 52.212-3, Offeror Representations and Certifications-Commercial Products and Commercial Services. The Offeror shall not complete the representation in paragraph (d)(2) of this provision if the Offeror has represented that it "does not use covered telecommunications equipment or services, or any equipment, system, or service that uses covered telecommunications equipment or services" in paragraph (c)(2) of the provision at 52.204-26, or in paragraph (v)(2)(ii) of the provision at 52.212-3.

(a) Definitions. As used in this provision- Backhaul, covered telecommunications equipment or services, critical technology, interconnection arrangements, reasonable inquiry, roaming, and substantial or essential component have the meanings provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

(b) Prohibition. (1) Section 889(a)(1)(A) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L.

115-232) prohibits the head of an executive agency on or after August 13, 2019, from procuring or obtaining, or extending or renewing a contract to procure or obtain, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. Nothing in the prohibition shall be construed to(i) Prohibit the head of an executive agency from procuring with anentity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or

(ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles.

(2) Section 889(a)(1)(B) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115-232) prohibits the head of an executive agency on or after August 13, 2020, from entering into a contract or extending or renewing a contract with an entity that uses any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. This prohibition applies to the use of covered telecommunications equipment or services, regardless of whether that use is in performance of work under a Federal contract. Nothing in the prohibition shall be construed to-

(i) Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or

(ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles.

(c) Procedures. The Offeror shall review the list of excluded parties in the System for Award Management (SAM) (https://www.sam.gov) for entities excluded from receiving federal awards for "covered telecommunications equipment or services."

(d) Representations. The Offeror represents that-

(1) It [ ] will, [ ] will not provide covered telecommunications equipment or services to the Government in the performance of any contract, subcontract or other contractual instrument resulting from this solicitation. The Offeror shall provide the additional disclosure information required at paragraph (e)(1) of this section if the Offeror responds "will" in paragraph (d)(1) of this section;

and

(2) After conducting a reasonable inquiry, for purposes of this representation, the Offeror represents that- It [ ] does, [ ] does not use covered telecommunications equipment or services, or use any equipment, system, or service that uses covered telecommunications equipment or services. The Offeror shall provide the additional disclosure information required at paragraph (e)(2) of this section if the Offeror responds "does" in paragraph (d)(2) of this section.

(e) Disclosures. (1) Disclosure for the representation in paragraph (d)(1) of this provision. If the Offeror has responded "will" in the representation in paragraph (d)(1) of this provision, the Offeror shall provide the following information as part of the offer:

(i) For covered equipment-

(A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the original equipment manufacturer (OEM) or a distributor, if known);

(B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and

(C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision.

(ii) For covered services-

(A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or

(B) If not associated with maintenance, the Product Service Code (PSC) of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision.

(2) Disclosure for the representation in paragraph (d)(2) of this provision. If the Offeror has responded "does" in the representation in paragraph (d)(2) of this provision, the Offeror shall provide the following information as part of the offer:

(i) For covered equipment-

(A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the OEM or a distributor, if known);

(B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and

(C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision.

(ii) For covered services-

(A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or

(B) If not associated with maintenance, the PSC of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision.

(End of provision)

52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS. (OCT 2018)

(a) Definitions. As used in this provision- Administrative proceeding means a non-judicial process that is adjudicatory in nature in order to make a determination of fault or liability (e.g., Securities and Exchange Commission Administrative Proceedings, Civilian Board of Contract Appeals Proceedings, and Armed Services Board of Contract Appeals Proceedings). This includes administrative proceedings at the Federal and State level but only in connection with performance of a Federal contract or grant. It does not include agency actions such as contract audits, site visits, corrective plans, or inspection of deliverables.

Federal contracts and grants with total value greater than $10,000,000 means-

(1) The total value of all current, active contracts and grants, including all priced options; and

(2) The total value of all current, active orders including all priced options under indefinite-delivery, indefinite-quantity, 8(a), or requirements contracts (including task and delivery and multiple award Schedules).

Principal means an officer, director, owner, partner, or a person having primary management or supervisory responsibilities within a business entity (e.g., general manager; plant manager; head of a division or business segment; and similar positions).

(b) The offeror [ ] has [ ] does not have current active Federal contracts and grants with total value greater than $10,000,000.

(c) If the offeror checked "has" in paragraph (b) of this provision, the offeror represents, by submission of this offer, that the information it has entered in the Federal Awardee Performance and Integrity Information System (FAPIIS) is current, accurate, and complete as of the date of submission of this offer with regard to the following information:

(1) Whether the offeror, and/or any of its principals, has or has not, within the last five years, in connection with the award to or performance by the offeror of a Federal contract or grant, been the subject of a proceeding, at the Federal or State level that resulted in any of the following dispositions:

(i) In a criminal proceeding, a conviction.

(ii) In a civil proceeding, a finding of fault and liability that results in the payment of a monetary fine, penalty, reimbursement, restitution, or damages of $5,000 or more.

(iii) In an administrative…