Solicitation_86615623Q00003.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

HUD-NPG

WASHINGTON DC 20410-1000

451 SEVENTH STREET SW

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

US DEPARTMENT OF HUD

GNM CODE 16. ADMINISTERED BYCODE

X

X

541511

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORHUD-NPH

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

05/01/2023 1400 ET

04/13/2023

202-402-3620WILEY TRIMMIER

(No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

86615623Q00003

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 52 RCS-T-2023-00033OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

ROOM 5256

TELEPHONE NO.

17a. CONTRACTOR/

WASHINGTON DC 20410

451 7TH STREET SW

US DEPARTMENT OF HOUSING AND URBAN

GNM

15. DELIVER TO

WASHINGTON DC 20410-1000

ROOM 5256

451 SEVENTH STREET SW

OFFICER

OFFICE OF THE CHIEF PROCUREMENT

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$30.00

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

US DEPARTMENT OF HUD

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

X

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

***Integrated Analytics Service Provider (IASP)*** Period of Performance: 06/26/2023 to 06/25/2024

0001 Kickoff Meeting Integrated Analytics Services Provider (IASP) Services - (IAW PWS Task 1.10) (Base Year)

Period of Performance: 06/26/2023 to 06/30/2023

Continued ...

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

CHE U. LOGAN

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

0002 Program and Contract Management (IAW PWS Task

5.2) (Base Year)

0003 Data Integration (IAW PWS Task 5.2.5) (Base Year)

0004 Ginnie Mae Report Center (IAW PWS Task 5.3) (Base

Year)

0005 Maintain/Update Custom Data Reports (IAW PWS Task

5.4) (Base Year)

0006 Provide Access To Industry Reports (IAW PWS Task

5.5) (Base Year)

0007 Ad Hoc Data Analysis, Research, and Reports (IAW

PWS Task 5.6) (Base Year)

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

52 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 52

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

86615623Q00003

0008 Provide Training On The Analyzers and Reports

(IAW PWS Task 5.7) (Base Year)

0009 Mortgage Market Briefings (IAW PWS Task 5.8)

(Base Year)

0010 Update Issuer Prepayment Analysis and Outlier

Identification Methodology In The Outlier

Analyzer (IAW PWS Task 5.9) (Base Year)

0011 One License To Use All 9 Analyzers (IAW PWS Task

5.15) (Base Year)

0012 Optional Tasks To Include REMIC/Multiclass

Securities Research and Analysis, Quantitative

Analysis Of Proposed Policy Impact, Developing

New Custom Data Report Or Redesign Existing

Report, Developing A New Analyzer, Substantial

Enhancement To An Existing Analyzer, Additional

User Access To The Analyzer Tools, Additional Ad

Hoc Data Analysis, Research, and Reports, and

Additional Analyzer Subscription Access (IAW

PWS Tasks: 5.10, 5.11, 5.12, 5.13, 5.14, 5.15, 5.16, and 5.17) (Base Year)

0013 Program and Contract Management (IAW PWS Task5.2)

(Option Year 1)

(Option Line Item)

Period of Performance: 06/26/2024 to 06/25/2025

0014 Data Integration (IAW PWS Task 5.2.5) (Option

Year 1)

(Option Line Item)

Period of Performance: 06/26/2024 to 06/25/2025

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

4 52

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

86615623Q00003

0015 Ginnie Mae Report Center (IAW PWS Task 5.3)

(Option Year 1)

(Option Line Item)

Period of Performance: 06/26/2024 to 06/25/2025

0016 Maintain/Update Custom Data Reports (IAW PWS Task

5.4) (Option Year 1)

(Option Line Item)

Period of Performance: 06/26/2024 to 06/25/2025

0017 Provide Access To Industry Reports (IAW PWS Task

5.5) (Option Year 1)

(Option Line Item)

Period of Performance: 06/26/2024 to 06/25/2025

0018 Ad Hoc Data Analysis, Research, and Reports (IAW

PWS Task 5.6) (Option Year 1)

(Option Line Item)

Period of Performance: 06/26/2024 to 06/25/2025

0019 Provide Training On The Analyzers and Reports

(IAW PWS Task 5.7) (Option Year 1)

(Option Line Item)

Period of Performance: 06/26/2024 to 06/25/2025

0020 Mortgage Market Briefings (IAW PWS Task 5.8)

(Option Year 1)

(Option Line Item)

Period of Performance: 06/26/2024 to 06/25/2025

0021 One License To Use All 9 Analyzers (IAW PWS Task

5.15) (Option Year 1)

(Option Line Item)

Period of Performance: 06/26/2024 to 06/25/2025

0022 Optional Tasks To Include REMIC/Multiclass

Securities Research and Analysis, Quantitative

Analysis Of Proposed Policy Impact, Developing

New Custom Data Report Or Redesign Existing

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

5 52

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

86615623Q00003

Report, Developing A New Analyzer, Substantial

Enhancement To An Existing Analyzer, Additional

User Access To The Analyzer Tools, Additional Ad

Hoc Data Analysis, Research, and Reports, and

Additional Analyzer Subscription Access

(IAW PWS Tasks: 5.10, 5.11, 5.12, 5.13, 5.14, 5.15, 5.16, and 5.17) (Option Year 1)

(Option Line Item)

Period of Performance: 06/26/2024 to 06/25/2025

0023 Program and Contract Management (IAW PWS Task

5.2) (Option Year 2)

(Option Line Item)

Period of Performance: 06/26/2025 to 06/25/2026

0024 Data Integration (IAW PWS Task 5.2.5) (Option

Year 2)

(Option Line Item)

Period of Performance: 06/26/2025 to 06/25/2026

0025 Ginnie Mae Report Center (IAW PWS Task 5.3)

(Option Year 2)

(Option Line Item)

Period of Performance: 06/26/2025 to 06/25/2026

0026 Maintain/Update Custom Data Reports (IAW PWS Task

5.4) (Option Year 2)

(Option Line Item)

Period of Performance: 06/26/2025 to 06/25/2026

0027 Provide Access To Industry Reports (IAW PWS Task

5.5) (Option Year 2)

(Option Line Item)

Period of Performance: 06/26/2025 to 06/25/2026

0028 Ad Hoc Data Analysis, Research, and Reports (IAW

PWS Task 5.6) (Option Year 2)

(Option Line Item)

Period of Performance: 06/26/2025 to 06/25/2026

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

6 52

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

86615623Q00003

0029 Provide Training On The Analyzers and Reports

(IAW PWS Task 5.7) (Option Year 2)

(Option Line Item)

Period of Performance: 06/26/2025 to 06/25/2026

0030 Mortgage Market Briefings (IAW PWS Task 5.8)

(Option Year 2)

(Option Line Item)

Period of Performance: 06/26/2025 to 06/25/2026

0031 One License To Use All 9 Analzyers (IAW PWS Task

5.15) (Option Year 2)

(Option Line Item)

Period of Performance: 06/26/2025 to 06/25/2026

0032 Optional Tasks To Include REMIC/Multiclass

Securities Research and Analysis, Quantitative

Analysis Of Proposed Policy Impact, Developing

New Custom Data Report Or Redesign Existing

Report, Developing A New Analyzer, Substantial

Enhancement To An Existing Analyzer, Additional

User Access To The Analyzer Tools, Additional Ad

Hoc Data Analysis, Research, and Reports, and

Additional Analyzer Subscription Access

(IAW PWS Tasks: 5.10, 5.11, 5.12, 5.13, 5.14, 5.15, 5.16, and 5.17) (Option Year 2)

(Option Line Item)

Period of Performance: 06/26/2025 to 06/25/2026

0033 Program and Contract Management (IAW PWS Task

5.2) (Option Year 3)

(Option Line Item)

Period of Performance: 06/26/2026 to 06/25/2027

0034 Data Integration (IAW PWS Task 5.2.5) (Option

Year 3)

(Option Line Item)

Period of Performance: 06/26/2026 to 06/25/2027

0035 Ginnie Mae Report Center (IAW PWS Task 5.3)

(Option Year 3)

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

7 52

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

86615623Q00003

(Option Line Item)

Period of Performance: 06/26/2026 to 06/25/2027

0036 Maintain/Update Custom Data Reports (IAW PWS Task

5.4) (Option Year 3)

(Option Line Item)

Period of Performance: 06/26/2026 to 06/25/2027

0037 Provide Access To Industry Reports (IAW PWS Task

5.5) (Option Year 3)

(Option Line Item)

Period of Performance: 06/26/2026 to 06/25/2027

0038 Ad Hoc Data Analysis, Research, and Reports (IAW

PWS Task 5.6) (Option Year 3)

(Option Line Item)

Period of Performance: 06/26/2026 to 06/25/2027

0039 Provide Training On The Analyzers and Reports

(IAW PWS Task 5.7) (Option Year 3)

(Option Line Item)

Period of Performance: 06/26/2026 to 06/25/2027

0040 Mortgage Market Briefings (IAW PWS Task 5.8)

(Option Year 3)

(Option Line Item)

Period of Performance: 06/26/2026 to 06/25/2027

0041 One License To Use All 9 Analyzers (IAW PWS Task

5.15) (Option Year 3)

(Option Line Item)

Period of Performance: 06/26/2026 to 06/25/2027

0042 Optional Tasks To Include REMIC/Multiclass

Securities Research and Analysis, Quantitative

Analysis Of Proposed Policy Impact, Developing

New Custom Data Report Or Redesign Existing

Report, Developing A New Analyzer, Substantial

Enhancement To An Existing Analyzer, Additional

User Access To The Analyzer Tools, Additional Ad

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

8 52

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

86615623Q00003

Hoc Data Analysis, Research, and Reports, and

Additional Analyzer Subscription Access (IAW

PWS Tasks: 5.10, 5.11, 5.12, 5.13, 5.14, 5.15, 5.16, and 5.17) (Option Year 3)

(Option Line Item)

Period of Performance: 06/26/2026 to 06/25/2027

0043 Program and Contract Management (IAW PWS Task

5.2) (Option Year 4)

(Option Line Item)

Period of Performance: 06/26/2027 to 06/25/2028

0044 Data Integration (IAW PWS Task 5.2.5) (Option

Year 4)

(Option Line Item)

Period of Performance: 06/26/2027 to 06/25/2028

0045 Ginnie Mae Report Center (IAW PWS Task 5.3)

(Option Year 4)

(Option Line Item)

Period of Performance: 06/26/2027 to 06/25/2028

0046 Maintain/Update Custom Data Reports (IAW PWS Task

5.4) (Option Year 4)

(Option Line Item)

Period of Performance: 06/26/2027 to 06/25/2028

0047 Provide Access To Industry Reports (IAW PWS Task

5.5) (Option Year 4)

(Option Line Item)

Period of Performance: 06/26/2027 to 06/25/2028

0048 Ad Hoc Data Analysis, Research, and Reports (IAW

PWS Task 5.6) (Option Year 4)

(Option Line Item)

Period of Performance: 06/26/2027 to 06/25/2028

0049 Provide Training On The Analyzers and Reports

(IAW PWS Task 5.7) (Option Year 4)

(Option Line Item)

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

9 52

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

86615623Q00003

Period of Performance: 06/26/2027 to 06/25/2028

0050 Mortgage Market Briefings (IAW PWS Task 5.8)

(Option Year 4)

(Option Line Item)

Period of Performance: 06/26/2027 to 06/25/2028

0051 One License To Use All 9 Analyzers (IAW PWS Task

5.15) (Option Year 4)

(Option Line Item)

Period of Performance: 06/26/2027 to 06/25/2028

0052 Optional Tasks To Include REMIC/Multiclass

Securities Research and Analysis, Quantitative

Analysis Of Proposed Policy Impact, Developing

New Custom Data Report Or Redesign Existing

Report, Developing A New Analyzer, Substantial

Enhancement To An Existing Analyzer, Additional

User Access To The Analyzer Tools, Additional Ad

Hoc Data Analysis, Research, and Reports, and

Additional Analyzer Subscription Access

(IAW PWS Tasks: 5.10, 5.11, 5.12, 5.13, 5.14, 5.15, 5.16, and 5.17) (Option Year 4)

(Option Line Item)

Period of Performance: 06/26/2027 to 06/25/2028

0053 Transition Out (IAW PWS Task 5.18) (Option Year 4)

(Option Line Item)

Period of Performance: 06/26/2027 to 06/25/2028

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Solicitation 86615623Q00003 Integrated Analytics Service Provider (IASP)

PART II – SUPPLIES OR SERVICES AND PRICES/COST

2.1. ACQUISTION APPROACH: This acquisition will utilize a competitive 8(a) small business approach using the policies and procedures of Federal Acquisition Regulation (FAR) Part 12 - Acquisition of Commercial Products and Commercial Services, in conjunction with the policies and procedures of FAR Part 13 - Simplified Acquisition Procedures and FAR Subpart 19.8 - Contracting with the Small Business Administration (The 8(a) Program). The selected Contractor shall fully comply with all the specifications, clauses and terms and conditions of the federal schedule. In addition, the selected Contractor must comply with any additional, supplemental terms and conditions and clauses specific to HUD.

2.2 BRIEF DESCRIPTION OF SERVICES: The U. S. Department of Housing and Urban Development (HUD) located in Washington, D.C., requires the services of a Contractor to provide data, data query tools, reports, and analysis to supplement and strengthen Ginnie Mae internal capabilities.

2.3. CONTRACT TYPE: Firm Fixed Price (FFP) contract.

2.4. PERIOD OF PERFORMANCE: This requirement is for a base period of 1 year (June 26, 2023 – June 25, 2024) with four 1-year option periods.

2.5. SCHEDULE OF SERVICES - BASE PERIOD: The base period shall consist of the following LINs:

LIN Item or Service Qty Unit Unit Price Amount 0001 Kickoff Meeting (Base Year) 1 Lot $ $

Program and Contract Management (Base Year)

12 Month $ $

0003 Data Integration (Base Year) 12 Month $ $ 0004 Ginnie Mae Report Center (Base Year) 12 Month $ $

Maintain/update custom data reports for Ginnie Mae (Base Year)

12 Month $ $

Provide access to industry reports (Base Year)

12 Month $ $

Ad Hoc Data Analysis, Research, and Reports (Base Year)

12 Month $ $

Provide training on the Analyzers and Reports (Base Year)

12 Month $ $

0009 Mortgage Market Briefings (Base Year) 12 Month $ $

Update Issuer Prepayment Analysis and Outlier Identification Methodology in the Outlier Analyzer (Base Year)

12 Month

One license to use all 9 Analyzers (Base Year)

12 Month $ $

Optional Tasks to include REMIC/Multiclass Securities research and analysis, Quantitative analysis of proposed policy impact, Developing new custom data report or redesign existing report, Developing a new Analyzer, Substantial enhancement to an existing analyzer, Additional user access to the Analyzer tools, Additional Ad Hoc Data Analysis, Research, and Reports, and Additional Analyzer subscription access (Base Year)

12 Month

Base Total (06/26/2023 - 06/25/2024) $

2.6. OPTION PRICES: Unless the Government exercises its option(s) pursuant to FAR Clause 52.217-8 and/or FAR Clause 52.217-9, the resultant purchase order will consist only of the base period. However, the Government may, by unilateral modification, require the Contractor to perform the option period(s) specified herein pursuant to FAR Clause 52.217-8 and/or FAR 52.217-9. If the Government exercises the option(s), notice must be given as specified in the option clauses. Exercise of the option(s) will result in the fixed price of the resultant purchase order being increased as set forth in the paragraph 2.6.

LIN

Program and Contract Management (Option Year 1) Qty Unit

Unit Price Amount

Program and Contract Management (Option Year 1)

12 Month $ $

0014 Data Integration (Option Year 1) 12 Month $ $ 0015 Ginnie Mae Report Center (Option Year 1) 12 Month $ $

Maintain/update custom data reports for Ginnie Mae (Option Year 1)

12 Month $ $

Provide access to industry reports (Option Year 1)

12 Month $ $

Ad Hoc Data Analysis, Research, and Reports (Option Year 1)

12 Month $ $

Provide training on the Analyzers and Reports (Option Year 1)

12 Month $ $

Mortgage Market Briefings (Option Year 1)

12 Month $ $

One license to use all 9 Analyzers (Option Year 1)

12 Month $ $

Optional Tasks to include REMIC/Multiclass Securities research and analysis, Quantitative analysis of proposed policy impact, Developing new custom data report or redesign existing report, Developing a new Analyzer, Substantial enhancement to an existing analyzer, Additional user access to the Analyzer tools, Additional Ad Hoc Data Analysis, Research, and Reports, and Additional Analyzer subscription access (Option Year 1)

12 Month

Option 1 Total (06/26/2024 - 06/25/2025) $

LIN Description Qty Unit Unit Price Amount

Program and Contract Management (Option Year 2)

12 Month $ $

0024 Data Integration (Option Year 2) 12 Month $ $

Ginnie Mae Report Center (Option Year 2)

12 Month $ $

Maintain/update custom data reports for Ginnie Mae (Option Year 2)

12 Month $ $

Provide access to industry reports (Option Year 2)

12 Month $ $

Ad Hoc Data Analysis, Research, and Reports (Option Year 2)

12 Month $ $

Provide training on the Analyzers and Reports (Option Year 2)

12 Month $ $

Mortgage Market Briefings (Option Year 2)

12 Month $ $

One license to use all 9 Analyzers (Option Year 2)

12 Month $ $

Optional Tasks to include REMIC/Multiclass Securities research and analysis, Quantitative analysis of proposed policy impact, Developing new custom data report or redesign existing report, Developing a new Analyzer, Substantial enhancement to an existing analyzer, Additional user access to the Analyzer tools, Additional Ad Hoc Data Analysis, Research, and Reports, and Additional Analyzer subscription access (Option Year 2)

Month $ $

Option 2 Total (06/26/2025 - 06/25/2026) $

LIN Description Qty Unit Unit Price Amount

Program and Contract Management (Option Year 3)

12 Month $ $

0034 Data Integration (Option Year 3) 12 Month $ $ 0035 Ginnie Mae Report Center (Option Year 3) 12 Month $ $

Maintain/update custom data reports for Ginnie Mae (Option Year 3)

12 Month $ $

Provide access to industry reports (Option Year 3)

12 Month $ $

Ad Hoc Data Analysis, Research, and Reports (Option Year 3)

12 Month $ $

Provide training on the Analyzers and Reports (Option Year 3)

12 Month $ $

Mortgage Market Briefings (Option Year 3)

12 Month $ $

One license to use all 9 Analyzers (Option Year 3)

12 Month $ $

Optional Tasks to include REMIC/Multiclass Securities research and analysis, Quantitative analysis of proposed policy impact, Developing new custom data report or redesign existing report, Developing a new Analyzer, Substantial enhancement to an existing analyzer, Additional user access to the Analyzer

12 Month tools, Additional Ad Hoc Data Analysis, Research, and Reports, and Additional Analyzer subscription access (Option Year 3)

Option 3 Total (06/26/2026 - 06/25/2027) $

LIN Description Qty Unit Unit Price Amount

Program and Contract Management (Option Year 4)

12 Month $ $

0044 Data Integration (Option Year 4) 12 Month $ $ 0045 Ginnie Mae Report Center (Option Year 4) 12 Month $ $

Maintain/update custom data reports for Ginnie Mae (Option Year 4)

12 Month $ $

Provide access to industry reports (Option Year 4)

12 Month $ $

Ad Hoc Data Analysis, Research, and Reports (Option Year 4)

12 Month $ $

Provide training on the Analyzers and Reports (Option Year 4)

12 Month $ $

Mortgage Market Briefings (Option Year 4)

12 Month $ $

One license to use all 9 Analyzers (Option Year 4)

12 Month $ $

Optional Tasks to include REMIC/Multiclass Securities research and analysis, Quantitative analysis of proposed policy impact, Developing new custom data report or redesign existing report, Developing a new Analyzer, Substantial enhancement to an existing analyzer, Additional user access to the Analyzer tools, Additional Ad Hoc Data Analysis, Research, and Reports, and Additional Analyzer subscription access (Option Year 4)

Month $ $

0053 Transition Out (Option Year 4) 2 Month $ $ Option 4 Total (06/26/2027 - 06/25/2028) $

PART III – DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

3.1. PERFORMANCE WORK STATEMENT: See separate document titled “Attachment 0001 – Performance Work Statement (PWS)”.

PART IV - SOLICITATION CLAUSES

4.1. FAR CLAUSES INCORPORATED BY REFERENCE

FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es): https://www.acquisition.gov/browsefar and http://www.hud.gov/offices/cpo/hudar.cfm

Clauses Title Date FAR 52.202-1 Definitions Jun 2020

FAR 52.203-3

FAR 52.203-12

Gratuities Limitation on Payments to Influence Certain Federal Transactions

Apr 1984 Jun 2020

FAR 52.203-17 Contractor Employee Whistleblower Rights and Requirement to Inform Employees of Whistleblower Rights

Jun 2020

FAR 52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper

May 2011

FAR 52.204-18 Commercial and Government Entity Code Maintenance Aug 2020

FAR 52.204-19

FAR 52.204-21

Incorporated by Reference of Representations and Certifications Basic Safeguarding of Covered Contractor Information Systems

Dec 2014

Nov 2021

FAR 52.212-4 Contract Terms and Conditions-Commercial Items Dec 2022 FAR 52.227-1 Authorization and Consent Jun 2020 FAR 52.232-18 Availability of Funds Apr 1984 FAR 52.232-39 Unenforceability of Unauthorized Obligations Jun 2013 FAR 52.232-40 Providing Accelerated Payments to Small Business

Subcontractors Nov 2021

FAR 52.237-3 Continuity of Services Jan 1991 FAR 52.242-13 Bankruptcy Jul 1995 FAR 52.242-15 Stop Work Order Aug 1989 FAR 52.246-4 Inspection of Services Fixed Price Aug 1996

4.2. FAR CLAUSES INCORPORATED BY FULL TEXT

FAR 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders— Commercial Products and Commercial Services (March 2023)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (JAN 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (NOV 2021) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (NOV 2015).

(5) 52.232-40, Providing Accelerated Payments to Small Business Subcontractors (MAR 2023) ( 31 U.S.C.

3903 and 10 U.S.C. 3801).

(6) 52.233-3, Protest After Award (AUG 1996) ( 31 U.S.C. 3553).

(7) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77 and 108-78

( 19 U.S.C. 3805 note)).

https://www.acquisition.gov/browsefar http://www.hud.gov/offices/cpo/hudar.cfm https://www.acquisition.gov/far/52.203-19#FAR_52_203_19 https://www.acquisition.gov/far/52.204-23#FAR_52_204_23 https://www.acquisition.gov/far/52.204-25#FAR_52_204_25 https://www.acquisition.gov/far/52.209-10#FAR_52_209_10 https://www.acquisition.gov/far/52.232-40#FAR_52_232_40 https://www.govinfo.gov/link/uscode/31/3903 https://www.govinfo.gov/link/uscode/31/3903 https://www.govinfo.gov/link/uscode/10/3801 https://www.acquisition.gov/far/52.233-3#FAR_52_233_3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.233-4#FAR_52_233_4 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

[Contracting Officer check as appropriate.] _X_ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (JUN 2020), with Alternate I (NOV

2021) ( 41 U.S.C. 4704 and 10 U.S.C. 4655).

_X_ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (NOV 2021) ( 41 U.S.C. 3509)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of

2009 (JUN 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

__ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (JUN 2020) (Pub. L.

109-282) ( 31 U.S.C. 6101 note).

__ (5) [Reserved].

__ (6) 52.204-14, Service Contract Reporting Requirements (OCT 2016) (Pub. L. 111-117, section 743 of Div.

C).

__ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (OCT

2016) (Pub. L. 111-117, section 743 of Div. C).

_X_ (8) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (NOV 2021) ( 31 U.S.C. 6101 note).

__ (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (OCT

2018) ( 41 U.S.C. 2313).

__ (10) [Reserved].

__ (11) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (OCT 2022) ( 15 U.S.C. 657a).

__ (12) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (OCT 2022)

(if the offeror elects to waive the preference, it shall so indicate in its offer) ( 15 U.S.C. 657a).

__ (13) [Reserved] __ (14)

(i) 52.219-6, Notice of Total Small Business Set-Aside (NOV 2020) ( 15 U.S.C. 644).

__ (ii) Alternate I (MAR 2020) of 52.219-6.

__ (15)

(i) 52.219-7, Notice of Partial Small Business Set-Aside (NOV 2020) ( 15 U.S.C. 644).

__ (ii) Alternate I (MAR 2020) of 52.219-7.

_X_ (16) 52.219-8, Utilization of Small Business Concerns (OCT 2022) ( 15 U.S.C. 637(d)(2) and (3)).

_X_ (17)

(i) 52.219-9, Small Business Subcontracting Plan (OCT 2022) ( 15 U.S.C. 637(d)(4)).

__ (ii) Alternate I (NOV 2016) of 52.219-9.

__ (iii) Alternate II (NOV 2016) of 52.219-9.

__ (iv) Alternate III (JUN 2020) of 52.219-9.

__ (v) Alternate IV (SEP 2021) of 52.219-9.

__ (18)

(i) 52.219-13, Notice of Set-Aside of Orders (MAR 2020) ( 15 U.S.C. 644(r)).

__ (ii) Alternate I (MAR 2020) of 52.219-13.

_X_ (19) 52.219-14, Limitations on Subcontracting (OCT 2022) ( 15 U.S.C. 637s).

__ (20) 52.219-16, Liquidated Damages—Subcontracting Plan (SEP 2021) ( 15 U.S.C. 637(d)(4)(F)(i)).

__ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (OCT 2022)

( 15 U.S.C. 657f).

_X_ (22) (i) 52.219-28, Post Award Small Business Program Rerepresentation (MAT

2023)( 15 U.S.C. 632(a)(2)).

__ (ii) Alternate I (MAR 2020) of 52.219-28.

__ (23) 52.219-29, Notice of Set-Aside for, or Sole-Source Award to, Economically Disadvantaged Women- Owned Small Business Concerns (OCT 2022) ( 15 U.S.C. 637(m)).

__ (24) 52.219-30, Notice of Set-Aside for, or Sole-Source Award to, Women-Owned Small Business Concerns Eligible Under the Women-Owned Small Business Program (OCT 2022) ( 15 U.S.C. 637(m)).

__ (25) 52.219-32, Orders Issued Directly Under Small Business Reserves (MAR 2020) ( 15 U.S.C. 644(r)).

__ (26) 52.219-33, Nonmanufacturer Rule (SEP 2021) ( 15U.S.C. 637(a)(17)).

_X_ (27) 52.222-3, Convict Labor (JUN 2003) (E.O.11755).

__ (28) 52.222-19, Child Labor-Cooperation with Authorities and Remedies (DEC 2022) (E.O.13126).

_X_ (29) 52.222-21, Prohibition of Segregated Facilities (APR 2015).

_X_ (30) (i) 52.222-26, Equal Opportunity (SEP 2016) (E.O.11246).

__ (ii) Alternate I (FEB 1999) of 52.222-26.

__ (31) (i) 52.222-35, Equal Opportunity for Veterans (JUN 2020) ( 38 U.S.C. 4212).

__ (ii) Alternate I (JUL 2014) of 52.222-35.

https://www.acquisition.gov/far/52.203-6#FAR_52_203_6 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.govinfo.gov/link/uscode/10/4655 https://www.acquisition.gov/far/52.203-13#FAR_52_203_13 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.203-15#FAR_52_203_15 https://www.acquisition.gov/far/52.204-10#FAR_52_204_10 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title31-section6101&num=0&edition=prelim https://www.acquisition.gov/far/52.204-14#FAR_52_204_14 https://www.acquisition.gov/far/52.204-15#FAR_52_204_15 https://www.acquisition.gov/far/52.209-6#FAR_52_209_6 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title31-section6101&num=0&edition=prelim https://www.acquisition.gov/far/52.209-9#FAR_52_209_9 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title41-section2313&num=0&edition=prelim https://www.acquisition.gov/far/52.219-3#FAR_52_219_3 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title15-section637a&num=0&edition=prelim https://www.acquisition.gov/far/52.219-4#FAR_52_219_4 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-6#FAR_52_219_6 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-6#FAR_52_219_6 https://www.acquisition.gov/far/52.219-7#FAR_52_219_7 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-7#FAR_52_219_7 https://www.acquisition.gov/far/52.219-8#FAR_52_219_8 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-9#FAR_52_219_9 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-9#FAR_52_219_9 https://www.acquisition.gov/far/52.219-9#FAR_52_219_9 https://www.acquisition.gov/far/52.219-9#FAR_52_219_9 https://www.acquisition.gov/far/52.219-9#FAR_52_219_9 https://www.acquisition.gov/far/52.219-13#FAR_52_219_13 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-13#FAR_52_219_13 https://www.acquisition.gov/far/52.219-14#FAR_52_219_14 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-16#FAR_52_219_16 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-27#FAR_52_219_27 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-28#FAR_52_219_28 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-28#FAR_52_219_28 https://www.acquisition.gov/far/52.219-29#FAR_52_219_29 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-30#FAR_52_219_30 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-32#FAR_52_219_32 https://www.govinfo.gov/content/pkg/USCODE-2018-title15/html/USCODE-2018-title15-chap14A-sec644.htm https://www.acquisition.gov/far/52.219-33#FAR_52_219_33 https://www.govinfo.gov/content/pkg/USCODE-2018-title15/html/USCODE-2018-title15-chap14A-sec637.htm https://www.acquisition.gov/far/52.222-3#FAR_52_222_3 https://www.acquisition.gov/far/52.222-19#FAR_52_222_19 https://www.acquisition.gov/far/52.222-21#FAR_52_222_21 https://www.acquisition.gov/far/52.222-26#FAR_52_222_26 https://www.acquisition.gov/far/52.222-26#FAR_52_222_26 https://www.acquisition.gov/far/52.222-35#FAR_52_222_35 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title38-section4212&num=0&edition=prelim https://www.acquisition.gov/far/52.222-35#FAR_52_222_35

__ (32) (i) 52.222-36, Equal Opportunity for Workers with Disabilities (JUN 2020) ( 29 U.S.C. 793).

__ (ii) Alternate I (JUL 2014) of 52.222-36.

__ (33) 52.222-37, Employment Reports on Veterans (JUN 2020) ( 38 U.S.C. 4212).

__ (34) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (DEC 2010) (E.O.

13496).

__ (35) (i) 52.222-50, Combating Trafficking in Persons (NOV 2021) ( 22 U.S.C. chapter 78 and E.O. 13627).

__ (ii) Alternate I (MAR 2015) of 52.222-50 ( 22 U.S.C. chapter 78 and E.O. 13627).

_X_ (36) 52.222-54, Employment Eligibility Verification (MAY 2022) (Executive Order 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial products or commercial services as prescribed in FAR 22.1803.)

__ (37) (i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA–Designated Items (May 2008) ( 42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (ii) Alternate I (MAY 2008) of 52.223-9 ( 42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (38) 52.223-11, Ozone-Depleting Substances and High Global Warming Potential Hydrofluorocarbons (Jun 2016) (E.O. 13693).

__ (39) 52.223-12, Maintenance, Service, Repair, or Disposal of Refrigeration Equipment and Air Conditioners (JUN 2016) (E.O. 13693).

__ (40)

(i) 52.223-13, Acquisition of EPEAT®-Registered Imaging Equipment (JUN 2014) (E.O.s 13423 and

13514).

__ (ii) Alternate I (OCT 2015) of 52.223-13.

__ (41)

(i) 52.223-14, Acquisition of EPEAT®-Registered Televisions (JUN 2014) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Jun2014) of 52.223-14.

__ (42) 52.223-15, Energy Efficiency in Energy-Consuming Products (MAY 2020) ( 42 U.S.C. 8259b).

__ (43)

(i) 52.223-16, Acquisition of EPEAT®-Registered Personal Computer Products (OCT 2015) (E.O.s 13423 and 13514).

__ (ii) Alternate I (JUN 2014) of 52.223-16.

_X_ (44) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving (JUN 2020) (E.O.

13513).

__ (45) 52.223-20, Aerosols (JUN 2016) (E.O. 13693).

__ (46) 52.223-21, Foams (Jun2016) (E.O. 13693).

_X_ (47) (i) 52.224-3 Privacy Training (JAN 2017) (5 U.S.C. 552 a).

__ (ii) Alternate I (JAN 2017) of 52.224-3.

__ (48)

(i) 52.225-1, Buy American-Supplies (OCT 2022) ( 41 U.S.C. chapter 83).

__ (ii) Alternate I (OCT 2022) of 52.225-1.

__ (49)

(i) 52.225-3, Buy American-Free Trade Agreements-Israeli Trade Act (DEC 2022) ( 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C. 4001 note, 19 U.S.C. chapter 29 (sections 4501-4732), Public Law 103-182, 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43.

__ (ii) Alternate I [Reserved].

__ (iii) Alternate II (DEC 2022) of 52.225-3.

__ (iv) Alternate III (JAN 2021) of 52.225-3.

__ (v) Alternate IV (Oct 2022) of 52.225-3.

__ (50) 52.225-5, Trade Agreements (DEC 2022) ( 19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

__ (51) 52.225-13, Restrictions on Certain Foreign Purchases (FEB 2021) (E.O.’s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).

__ (52) 52.225-26, Contractors Performing Private Security Functions Outside the United States (Oct 2016)

(Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. Subtitle A, Part V, Subpart G Note).

__ (53) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) ( 42 U.S.C. 5150).

__ (54) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov2007)

( 42 U.S.C. 5150).

__ (55) 52.229-12, Tax on Certain Foreign Procurements (FEB 2021).

__ (56) 52.232-29, Terms for Financing of Purchases of Commercial Products and Commercial Services (NOV

2021) ( 41 U.S.C. 4505, 10 U.S.C. 3805).

https://www.acquisition.gov/far/52.222-36#FAR_52_222_36 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title29-section793&num=0&edition=prelim https://www.acquisition.gov/far/52.222-36#FAR_52_222_36 https://www.acquisition.gov/far/52.222-37#FAR_52_222_37 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title38-section4212&num=0&edition=prelim https://www.acquisition.gov/far/52.222-40#FAR_52_222_40 https://www.acquisition.gov/far/52.222-50#FAR_52_222_50 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.222-50#FAR_52_222_50 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.222-54#FAR_52_222_54 https://www.acquisition.gov/far/22.1803#FAR_22_1803 https://www.acquisition.gov/far/52.223-9#FAR_52_223_9 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.223-9#FAR_52_223_9 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.223-11#FAR_52_223_11 https://www.acquisition.gov/far/52.223-12#FAR_52_223_12 https://www.acquisition.gov/far/52.223-13#FAR_52_223_13 https://www.acquisition.gov/far/52.223-13#FAR_52_223_13 https://www.acquisition.gov/far/52.223-14#FAR_52_223_14 https://www.acquisition.gov/far/52.223-14#FAR_52_223_14 https://www.acquisition.gov/far/52.223-15#FAR_52_223_15 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.223-16#FAR_52_223_16 https://www.acquisition.gov/far/52.223-16#FAR_52_223_16 https://www.acquisition.gov/far/52.223-18#FAR_52_223_18 https://www.acquisition.gov/far/52.223-20#FAR_52_223_20 https://www.acquisition.gov/far/52.223-21#FAR_52_223_21 https://www.acquisition.gov/far/52.224-3#FAR_52_224_3 https://www.acquisition.gov/far/52.224-3#FAR_52_224_3 https://www.acquisition.gov/far/52.225-1#FAR_52_225_1 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.225-1#FAR_52_225_1 https://www.acquisition.gov/far/52.225-3#FAR_52_225_3 https://www.govinfo.gov/link/uscode/19/3301 https://www.govinfo.gov/link/uscode/19/3301 https://www.govinfo.gov/link/uscode/19/2112 https://www.govinfo.gov/link/uscode/19/3805 https://www.govinfo.gov/link/uscode/19/4001 https://www.acquisition.gov/far/52.225-3#FAR_52_225_3 https://www.acquisition.gov/far/52.225-3#FAR_52_225_3 https://www.acquisition.gov/far/52.225-3#FAR_52_225_3 https://www.acquisition.gov/far/52.225-5#FAR_52_225_5 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title19-section2501&num=0&edition=prelim http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title19-section3301&num=0&edition=prelim https://www.acquisition.gov/far/52.225-13#FAR_52_225_13 https://www.acquisition.gov/far/52.225-26#FAR_52_225_26 https://www.acquisition.gov/far/52.226-4#FAR_52_226_4 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.226-5#FAR_52_226_5 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.229-12#FAR_52_229_12 https://www.acquisition.gov/far/52.232-29#FAR_52_232_29 https://www.govinfo.gov/link/uscode/10/3805

__ (57) 52.232-30, Installment Payments for Commercial Products and Commercial Services (NOV 2021) ( 41 U.S.C. 4505, 10 U.S.C. 3805).

__X (58) 52.232-33, Payment by Electronic Funds Transfer-System for Award Management (OCT2018) ( 31 U.S.C. 3332).

__ (59) 52.232-34, Payment by Electronic Funds Transfer-Other than System for Award Management (Jul 2013) ( 31 U.S.C. 3332).

__ (60) 52.232-36, Payment by Third Party (MAY 2014) ( 31 U.S.C. 3332).

__ (61) 52.239-1, Privacy or Security Safeguards (AUG 1996) ( 5 U.S.C. 552a).

__ (62) 52.242-5, Payments to Small Business Subcontractors (JAN 2017) ( 15 U.S.C. 637(d)(13)).

__ (63)

(i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (NOV 2021) ( 46 U.S.C.

55305 and 10 U.S.C. 2631).

__ (ii) Alternate I (APR 2003) of 52.247-64.

__ (iii) Alternate II (NOV 2021) of 52.247-64.

(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

[Contracting Officer check as appropriate.] __ (1) 52.222-41, Service Contract Labor Standards (AUG 2018) ( 41 U.S.C. chapter67).

__ (2) 52.222-42, Statement of Equivalent Rates for Federal

Hires (MAY 2014) ( 29 U.S.C. 206 and 41 U.S.C. chapter 67).

__ (3) 52.222-43, Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment (Multiple

Year and Option Contracts) (AUG 2018) ( 29 U.S.C. 206 and 41 U.S.C. chapter 67).

__ (4) 52.222-44, Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment

(May 2014) ( 29U.S.C.206 and 41 U.S.C. chapter 67).

__ (5) 52.222-51, Exemption from Application of the Service Contract Labor Standards to Contracts for

Maintenance, Calibration, or Repair of Certain Equipment-Requirements (May 2014) ( 41 U.S.C. chapter 67).

__ (6) 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for

Certain Services-Requirements (MAY 2014) ( 41 U.S.C. chapter 67).

__ (7) 52.222-55, Minimum Wages for Contractor Workers Under Executive Order 14026 (JAN 2022).

__ (8) 52.222-62, Paid Sick Leave Under Executive Order 13706 (JAN 2022) (E.O. 13706).

__ (9) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (Jun 2020) ( 42 U.S.C. 1792).

(d) Comptroller General Examination of Record. The Contractor shall comply with the provisions of this paragraph (d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, as defined in FAR 2.101, on the date of award of this contract, and does not contain the clause at 52.215-2, Audit and Records-Negotiation.

(1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall have access to and right to examine any of the Contractor’s directly pertinent records involving transactions related to this contract.

(2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any shorter period specified in FAR subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If this contract is completely or partially terminated, the records relating to the work terminated shall be made available for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until such appeals, litigation, or claims are finally resolved.

(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law.

(e)

(1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c), and (d) of this clause, the

Contractor is not required to flow down any FAR clause, other than those in this paragraph (e)(1), in a subcontract for commercial products or commercial services. Unless otherwise indicated below, the extent of the flow down shall be as required by the clause-

(i) 52.203-13, Contractor Code of Business Ethics and Conduct (NOV 2021) ( 41 U.S.C. 3509).

(ii) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (Jan

2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(iii) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (NOV 2021) (Section 1634 of Pub. L. 115-91).

https://www.acquisition.gov/far/52.232-30#FAR_52_232_30 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.govinfo.gov/link/uscode/10/3805 https://www.acquisition.gov/far/52.232-33#FAR_52_232_33 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title31-section3332&num=0&edition=prelim https://www.acquisition.gov/far/52.232-34#FAR_52_232_34 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.232-36#FAR_52_232_36 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.239-1#FAR_52_239_1 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title5-section552a&num=0&edition=prelim https://www.acquisition.gov/far/52.242-5#FAR_52_242_5 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.247-64#FAR_52_247_64 https://www.govinfo.gov/content/pkg/USCODE-2019-title46/html/USCODE-2019-title46-subtitleV-partD-chap553-subchapI-sec55305.htm https://www.govinfo.gov/content/pkg/USCODE-2019-title46/html/USCODE-2019-title46-subtitleV-partD-chap553-subchapI-sec55305.htm http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.247-64#FAR_52_247_64 https://www.acquisition.gov/far/52.247-64#FAR_52_247_64 https://www.acquisition.gov/far/52.222-41#FAR_52_222_41 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.222-42#FAR_52_222_42 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.222-43#FAR_52_222_43 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.222-44#FAR_52_222_44 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.222-51#FAR_52_222_51 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.222-53#FAR_52_222_53 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.222-55#FAR_52_222_55 https://www.acquisition.gov/far/52.222-62#FAR_52_222_62 https://www.acquisition.gov/far/52.226-6#FAR_52_226_6 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/2.101#FAR_2_101 https://www.acquisition.gov/far/52.215-2#FAR_52_215_2 https://www.acquisition.gov/far/subpart-4.7#FAR_Subpart_4_7 https://www.acquisition.gov/far/52.203-13#FAR_52_203_13 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.203-19#FAR_52_203_19 https://www.acquisition.gov/far/52.204-23#FAR_52_204_23

(iv) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(v) 52.219-8, Utilization of Small Business Concerns (OCT 2022) ( 15 U.S.C. 637(d)(2) and (3)), in all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds the applicable threshold specified in FAR 19.702(a) on the date of subcontract award, the subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities.

(vi) 52.222-21, Prohibition of Segregated Facilities (APR 2015).

(vii) 52.222-26, Equal Opportunity (SEP 2015) (E.O.11246).

(viii) 52.222-35, Equal Opportunity for Veterans (JUN 2020) ( 38 U.S.C. 4212).

(ix) 52.222-36, Equal Opportunity for Workers with Disabilities (JUN 2020) ( 29 U.S.C. 793).

(x) 52.222-37, Employment Reports on Veterans (JUN 2020) ( 38 U.S.C. 4212).

(xi) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (DEC

2010) (E.O. 13496).