Commerical_Data_Files_for_Housing_RFP_No._YA1323-18-TC-0001.pdf

RFQ IFB RFP

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

CODE

18a. PAYMENT WILL BE MADE BY CODEFACILITY

CODE

CODE

TELEPHONE NO.

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

OFFER

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

BELOW IS CHECKED

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

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

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

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

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

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATE . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

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

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

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

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

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

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

17a CONTRACTOR/

OFFEROR.

CODE

8 (A)

SIZE STANDARD:

NAICS:

% FOR:SET ASIDE:UNRESTRICTED OR

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

10. THIS ACQUISITION IS

EDWOSB

SMALL BUSINESS PROGRAM

DATE 4. ORDER NUMBER

TANISHA L. CONTEE

TANISHA.L.CONTEE@CENSUS.GOV 301-763-4129

COACQSU

BUREAU OF CENSUS

ACQUISITION DIVISION, 2J438

4600 SILVER HILL ROAD

WASHINGTON DC 20746

ADDGCMB15. DELIVER TO

U.S. Census Bureau

4600 SILVER HILL RD

4H178

SUITLAND MD 20746

ISBY-TLC16. ADMINISTERED BY

US CENSUS BUREAU

POC:T.CONTEE 301-7634129

ACQ DIV. 2J444A 4600 SILVER HILL

RD WASHINGTON DC 20233

00000497

To All Offerors

PYFINSU

BUREAU OF CENSUS

FINANCE DIVISION

4600 SILVER HILL ROAD - 2K419

WASHINGTON DC 20233-4400

Please see continuation page for details.

25. ACCOUNTING AND APPROPRIATION DATA

Paul W Boesch paul.w.boesch@census.gov

TIN: DUNS:

CAGE:

X

X

X

AUG 22, 2018

AUG 31, 2018

YA1323-18-TC-0001

U.S. CENSUS BUREAU COMBINED SYNOPSIS/SOLICITATION FOR

COMMERICAL DATA FILES FOR HOUSING

SOLICITATION No. YA1323-18-TC-0001

1. This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested at this time.

2. This solicitation is issued as Request for Proposal (RFP) Number YA1323-18-TC-0001

3. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-99.

4. The Census Bureau intends to issue single contract to obtain all or any of the required Commercial Data elements as described though Section 6 of the Solicitation.

The NAICS code and small business size standard for this acquisition is 511140 Directory and Mailing List Publishers – Small Business Size standard is $20.5 million dollars. This solicitation is not set-aside for Small Businesses.

5.1 PRICE SCHEDULE

The fixed price of the contract is [To Be Determined before award]. The prices set forth below shall apply for payment purposes for all items acquired under this contract.

Table 1 – Required 50 US States and Washington DC Commercial Pricing options - Annual file delivery

CLIN Data elements requested Section Base year

Option 1 Option 2 Option 3 Option 4

Public records, Modeled Housing Value & Open liens

6.4.1, 6.4.2, 6.4.3

Table 2 – Required 50 US States and Washington DC Commercial Pricing options - Quarterly file delivery

Housing Value & Open liens

6.4.1, Table 3 – Required 50 US States and Washington DC Commercial Pricing options – Semi-annual file delivery

Housing Value & Open liens

6.4.1, RFP No. YA1323-18-TC-0001 3

Table 4 – Optional 50 US States and Washington DC Commercial Pricing options - Annual file delivery

CLIN Data elements requested Section Base year Option 1 Option 2 Option 3 Option 4 0004 Multiple Listing Service 6.4.4

0005 Parcel Boundaries data 6.4.5

Homeowners Association /Condominium Owners Association listing data 6.4.6

0007 Master Address list 6.4.7 0008 Vacancy status 6.4.8

0009 Enhanced Characteristics 6.4.9

Table 5 – Optional 50 US States and Washington DC Commercial Pricing options – Semi-annual file delivery

0010 Multiple Listing Service 6.4.4

0011 Parcel Boundaries data 6.4.5

0013 Master Address list 6.4.7 0014 Vacancy status 6.4.8

0015 Enhanced Characteristics 6.4.9

Table 6 – Optional 50 US States and Washington DC Commercial Pricing options - Quarterly file delivery

0016 Multiple Listing Service 6.4.4

0017 Parcel Boundaries data 6.4.5

0019 Master Address list 6.4.7 0020 Vacancy status 6.4.8

0021 Enhanced Characteristics 6.4.9

RFP No. YA1323-18-TC-0001 4

6. DESCRIPTION OF COMMERCIAL DATA FILE REQUIREMENTS

6.1 Background

The Census Bureau conducts research and production work using administrative records data to enhance numerous programs and products. The Census Bureau enters into agreements with data providers, including federal, state, and private entities, to acquire data files. These data are used to support planning and conducting future decennial censuses, current surveys such as the American Community Survey (ACS), and other Census Bureau demographic and economic research and production work. The Census Bureau will use the data acquired in the contract to continue to carry out the aforementioned production work that is underway as well as continue our research to find new uses for the data we obtain.

6.2 Specific Requirements

The Contractor shall provide commercial data file(s) as specified below to support the work described above.

6.2.1 The Contractor shall provide commercial data file(s) as specified below to support the work described above.

6.2.2 The Contractor shall provide readily available datasets from public or commercial records to be matched and comingled with AHS, ACS, and RHFS housing units. The vintage of the records in the databases shall be the most current available.

6.2.3 Offerors choosing to submit a proposal(s) for one or more aspects of this RFP shall offer only national coverage (50 U.S. States and Washington, DC) for each data file proposed.

6.2.4 The Census Bureau wants the ability to use the commercial data file upon receipt without additional processing at Census. The contractor shall deliver the commercial data as a single file, or as few files as practical, on schedule, and data elements shall consist of no errors 98% of the time.

6.2.5 The contractor shall deliver the preliminary commercial data file within 30 days of a date agreed upon after the contract award. The contractor shall ensure the file contains the data elements defined in Table 1 in Section 5.1 Price Schedule, and contained in the sample data file submitted during the proposal process.

6.2.6 The contractor shall ensure the most current information as of the time of delivery.

6.3 Overall database requirements (metadata, universe, format, and delivery)

6.3.1 General Commercial Data File Requirements: The contractor shall provide metadata and vintage information for each commercial data file delivered to the Census Bureau. All commercial data files shall be delivered in ACSII format or other agreed upon format.

The contractor shall deliver to the Census Bureau via an agreed upon secure file transfer method (ex. Web2 upload, Accellion) on an agreed-to schedule.

RFP No. YA1323-18-TC-0001 5

6.3.2 Metadata: The contractor shall deliver a data dictionary or description of data fields with valid values with each delivery. The data dictionary shall denote how often each value for each variable is populated along with any other relevant information.

6.3.3 Vintage: The contractor shall deliver the most current information in each commercial data file delivery.

6.3.4 Commercial Data File Format: The contractor shall deliver the commercial data file in a single fixed-length ACSII format via a secure file transfer protocol (SFTP). The Census Bureau has a system in place to receive this type of file transfer.

6.3.5 All written deliverables shall be prepared in Microsoft Word format.

RFP No. YA1323-18-TC-0001 6

6.4 The scope of work is separated for each of the nine sets of data elements.

Table 6 – Summary of data element requirements by file

Group of data elements related to … Data elements shall include, at a minimum … Required data elements 1 Public Records Data elements shall include, at a minimum, the data related to property taxes, deeds, (including year built) mortgages (including amount and interest rate), assignments & releases, pre-foreclosure and foreclosure information, etc…

2 Modeled Housing Value Data elements shall include, at a minimum, the current estimated property value

3 Open Liens Data elements shall include, at a minimum, the information from liens modeling, characteristics of open liens such as lien position and amount remaining

Optional data elements 4 Multiple Listing Service data Data elements shall include, at a minimum, the submitted by property sellers to their local MLS affiliate

5 Parcel Boundaries data Data elements shall include, at a minimum, the actual spatial boundaries of parcels

6 Homeowners Association/Condominium Owners Association listing data

Data elements shall include, at a minimum, the association Status and fees

7 Master Address list for each parcel Data elements shall include, at a minimum, a list of valid addresses at that tax parcel, including unit level designations.

8 Vacancy/occupied status Data elements shall include, at a minimum, an indicator of the vacancy status for each address, including details on what sources informed this status

9 Enhanced Characteristics List Data elements shall include, at a minimum, any files which utilize modeling of various data sets to generate characteristics of housing units

6.4.1 Public records – this requirement includes data available through public records. The government is intending to purchase these records for the base period. It includes, at a minimum, information about property tax, deeds, mortgages, assignments & releases, pre-foreclosure and foreclosure variables. It includes, at a minimum, year built, owner occupied status, mortgage amount, mortgage interest rate, and payoff amount. Additional data elements gathered from public records are welcome.

6.4.2 Modeled Housing Value - this requirement includes, at a minimum, the current estimated property value. There may be multiple models used to estimate the value of a

RFP No. YA1323-18-TC-0001 7 property. If there are multiple models used to estimate the value of a property, we are interested in each one. Additional related data elements, such as date value estimate was produced and confidence score for value estimate, are welcome

6.4.3 Open Liens - this requirement includes, at a minimum, information from open liens modeling, and characteristics of open liens such as lien position and amount remaining.

The government is intending to purchase these records for the base period. Additional data elements related to these addresses, such as first lien amount and first lien date, are welcome.

6.4.4 Multiple Listing Service data – this requirement includes, at a minimum, information typically submitted by property sellers to their local MLS affiliate. The government is intending to purchase these records for the base period. It includes information like number of bedrooms, description, list price, date of listing, HOA/COA dues (if applicable), number of bathrooms.

6.4.5 Parcel Boundaries data – this requirement includes the actual spatial boundaries of parcels. Additional related data elements are welcome.

6.4.6 Homeowners Association/Condominium Owners Association listing data - this requirement includes, at a minimum, the status of whether an address is a member of a HOA/COA, as well as the dues to that association for that address if that is available.

Additional data elements related to homeowners/condominium associations, such as the association name, are welcome.

6.4.7 Master Address list for each parcel – this requirement includes, at a minimum, a list of valid addresses at that tax parcel, including unit level designations. Additional data elements related to these addresses are welcome.

6.4.8 Vacancy/occupied status - this requirement includes, at a minimum, an indicator of the vacancy status for each address, including details on what sources informed this status.

Additional data elements related to the vacancy status of addresses are welcome.

6.4.9 Enhanced Characteristics List - this requirement includes any files which utilize modeling of various data sets to generate characteristics of housing units.

6.5 Technical Support

The Contractor shall provide technical support regarding file structure and delivery, file contents and completeness, and data consistency over time. The contractor shall work to resolve technical issues within 48 business hours of being notified.

6.6 Intended Data Uses

The usage of the commercial data will meet Census Bureau Disclosure Avoidance standards. The Census Bureau will not release any identifiable information obtained through this contract. The

RFP No. YA1323-18-TC-0001 8

Census Bureau will not use the data for marketing or compliance purposes. The Census Bureau will not resell the data.

The Census Bureau Disclosure Avoidance Methodology and Standards can be found at http://www.census.gov/econ/census/help/methodology_disclosure/disclosure.html

6.7 Data Usage Rights

The Census Bureau will commingle the commercial data obtained through this contract with existing Census Bureau data. The Census Bureau will not segregate vendors’ commercial data from Census Bureau or other data, so the data will in effect become the property of the Census Bureau.

The contractor shall provide the Census Bureau the data usage rights to retain and use the purchased commercial data files indefinitely, with all financial consideration proposed as part of the initial pricing.

The contractor shall provide data usage rights to the data to allow the Census Bureau to share with other Federal Agencies and publish papers on topics that used the commercial data files in the course of research. Any other federal agencies with access to the commercial data files obtained through this contract will treat it just as the Census Bureau would – they will not release any identifiable information obtained through this contract, will not use the data for marketing or compliance purposes, resell the data, or publish or release comparisons of purchased data.

6.8 Data Retention

The Census Bureau will retain the commercial data under this contract indefinitely. By delivering the commercial database after contract award, the contractor gives the Census Bureau the right to retain and use the purchased data files indefinitely, with all financial consideration proposed as part of the initial pricing.

6.9 Licensing Agreements

The Census Bureau recognizes and accepts that each Offeror may wish to enter into licensing agreements with the Government to indicate the terms and conditions for use of their data.

However, consideration must be given to the following terms and conditions due to the nature of Federal Contracting (See Section 13.9 “1352.239-70 Software License Addendum”. The Offeror/Contractor accepts these limitations as part of entering into this contract:

(a) “Automatic Renewal” – The Government will not agree with this condition – due to the Anti-Deficiency Act (31 U.S.C. §1341(a)).

(b) “Choice of Law” – The agreement between the Contractor and the Government shall be governed and construed with applicable federal law and regulations.

(c) “Indemnification” of vendor by Government – The Government will not agree to this condition – due to the Anti-Deficiency Act (31 U.S.C. §1341(a)).

http://www.census.gov/econ/census/help/methodology_disclosure/disclosure.html

RFP No. YA1323-18-TC-0001 9

(d) Vendor’s assertion of right to control litigation in defense of claim of patent infringement

– The following language is acceptable:

“In the event of a claim or suit is brought against LICENSOR or LISENCEE [or similarly defined party designations] for any patent or copyright infringement relating to this license in which the United States is named as a party, the LICENSEE shall be represented by the U.S. Department of Justice which shall control the litigation or any settlement agreement; however, the LICENSOR shall be allowed reasonable participation in the defense or settlement of such claim or suit.”

(e) Payment terms and late fees/penalties – These terms must be in compliance with FAR 52.232-25 – Prompt Payment (JAN 2017).

(f) Requirement for Binding Arbitration of Disputes – The Government will not agree with this condition, disputes will be settled in accordance with FAR processes and guidelines.

(g) Audit terms that require vendor access to Government information, documentation, or systems – This requirement must be conditioned as follows: “…to the maximum extent permissible under federal law and regulation.”

7. DELIVERY AND ACCEPTANCE

7.1 Delivery Periods:

The period of performance of this contract is from the September 30, 2018 through September 29, 2019 with four -12 month option periods.

(a) The option periods that may be exercised are as follows:

Period Start Date End Date Option 1: September 30, 2019 September 29, 2020 Option 2: September 30, 2020 September 29, 2021 Option 3: September 30, 2021 September 29, 2022 Option 4: September 30, 2022 September 29, 2023

(b) The notice requirements for unilateral exercise of option periods are set out in FAR

52.217-9.

7.2 Delivery Format:

See Section 6.3 for required format of data deliveries. All written deliverables shall be prepared in Microsoft Word format.

7.3 Delivery Location:

All written deliverables in Section 6.3.1 under this contract shall be delivered via email to:

Joey Morales

RFP No. YA1323-18-TC-0001 10 joey.morales@census.gov 4600 Silver Hill Road Suitland, MD, 20233, Room 5K120F

Office: (301) 763-6947

7.4 Quality Standards

The Contractor shall provide products and deliverables that meet the following criteria:

Quality Assurance/Acceptance – Quality measures, as set forth below, will be applied to each Work Product and Deliverable:

Accuracy – Work products and deliverables shall be accurate in presentation and technical content and be developed in accordance with “Census Bureau Statistical Quality Standard B2: Acquiring and Using Administrative Records”. Data elements shall consist of no errors 98% of the time.

Completeness – Work products and deliverables shall be comprehensive and entirely developed.

Clarity – Work products and deliverables shall be clear and concise.

Timeliness – Work products and deliverables shall be generated on or before specified and/or mutually agreed to due dates or in accordance with a later scheduled date, should a later scheduled date be mutually agreed to by the Contractor and the Contracting Officer’s Representative (COR) and/or Task Manager.

Format – Work products and deliverables shall be submitted in the format specified in the contract.

Inspection and Acceptance Criteria – Final inspection and acceptance of all work products will be performed on-site. Final inspection and acceptance of all work performed and deliverables will occur upon CO signature.

7.5 Performance Measures and Reporting

The Contractor shall meet or exceed the requirements stated above. The COR will measure performance through close monitoring. The Contractor must fully document and explain any deviations from the stated objectives. The Contractor’s services shall be considered successful if performance provides the expected outcomes within the performance standards:

mailto:joey.morales@census.gov

RFP No. YA1323-18-TC-0001 11

Table A: Performance Measures

Performance Requirement

Expected Outcome Performance Standard Method of Surveillance

Commercial Data File(s) Contractor delivers commercial data file(s) on schedule and with accurate data elements.

Commercial data file(s) consist of no errors 98% of the time.

COR will solicit and/or receive feedback from program managers.

Technical Support Contractor provides technical support

The contractor shall work to resolve technical issues within 48 business hours of being notified.

COR will solicit and/or receive feedback from program managers

Metadata Contractor provides technical support

Contractor provides accurate metadata 98% of the time.

COR will solicit and/or receive feedback from program managers

8. INSTRUCTIONS TO OFFERORS

FAR Provision 52.212-1, INSTRUCTIONS TO OFFERORS – COMMERCIAL ITEMS (JAN 2017), applies to this acquisition, as tailored below:

(a) North American Industry Classification System (NAICS) code and small business size standard. The NAICS code and small business size standard for this acquisition is 511140 and appears in Section 4 of the solicitation. However, the small business size standard for a concern which submits an offer in its own name, but which proposes to furnish an item which it did not itself manufacture, is 500 employees.

(b) Submission of offers. Submit signed and dated offers to the office specified in this solicitation at or before the exact time specified in this solicitation. Offers may be submitted on the SF 1449, letterhead stationery, or as otherwise specified in the solicitation. As a minimum, offers must show—

(1) The solicitation number;

(2) The time specified in the solicitation for receipt of offers;

(3) The name, address, and telephone number of the offeror;

https://www.acquisition.gov/sites/default/files/current/far/html/FormsStandard67.html#wp1189284

RFP No. YA1323-18-TC-0001 12

(4) A technical description of the items being offered in sufficient detail to evaluate compliance with the requirements in the solicitation. This may include product literature, or other documents, if necessary;

(5) Terms of any express warranty;

(6) Price and any discount terms;

(7) “Remit to” address, if different than mailing address;

(8) A completed copy of the representations and certifications at FAR 52.212-3 (see FAR

(9) The Offeror Shall submit a description of the operation schedule related to data acquisition and database updates. The U.S. Census Brueau wishes to determine how quickly parcel data are updated for each of the datasets.

(10) To assist in the evaluation of submitted proposals, the offeror shall prepare and submit the following metrics describing their data. These figures should be disaggregated by each state in the United States, including Washington, DC.

The count of the number of unique parcels with a mortgage amount in 2017, The number of unique parcels with an estimated or reported first lein amount in

2017, The number of unique parcels that have one or more MLS listings in 2017, and The number of unique parcels in each stat with a modeled housing value in 2017.

(11) A Sample Data File, (see specific instructions in Section (d) below); Also see Attachment A, Census Bureau Sample Data Transfer

(12) Proposed Terms and Conditions for Licensing Agreement (See Section 6.9 “Licensing agreements” for Government requirements).

(12) Complete Pricing Tables 1 - 3 provided through Section 5 for all proposed data elements during each of the contract delivery periods identified under Section 7.1, inclusive of any discount terms. Tables 4-6 are optional and do not affect the determination if they are not available.

Please note that all pricing information shall be submitted as a separate document from the technical proposal, although it may be included in the same transmittal e-mail.

(13) The Offeror shall provide Past Performance references from a minimum of three (3) previous or current customers who have extensive experience with the data provided by the Offeror. The customers should have received similar services within the past three (3) years.

https://www.acquisition.gov/sites/default/files/current/far/html/52_212_213.html#wp1179194

RFP No. YA1323-18-TC-0001 13

Include references contact information (Name, Business/Agency, telephone # and email address) and type of data used.

(14) The technical and price proposal shall be submitted to Paul Boesch, paul.boesch@census.gov and Tanisha Contee, tanisha.l.contee@census.gov by August 31, 2018, 5:00 PM EST. The subject line for the e-mail shall be marked as follows:

“Commercial Housing Data Files RFP No. YA1323-18-TC-0001”

52.212-3(b) for those representations and certifications that the offeror shall complete electronically);

(15) Acknowledgment of Solicitation Amendments;

(16) Past performance information, when included as an evaluation factor, to include recent and relevant contracts for the same or similar items and other references (including contract numbers, points of contact with telephone numbers and other relevant information); and

(17) If the offer is not submitted on the SF 1449, include a statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation. Offers that fail to furnish required representations or information, or reject the terms and conditions of the solicitation may be excluded from consideration.

(c) Period for acceptance of offers. The offeror agrees to hold the prices in its offer firm for

30 calendar days from the date specified for receipt of offers, unless another time period is specified in an addendum to the solicitation.

(d) Sample Data File. When required by the solicitation, product samples shall be submitted at or prior to the time specified for receipt of offers. Unless otherwise specified in this solicitation, these samples shall be submitted at no expense to the Government, and returned at the sender’s request and expense, unless they are destroyed during preaward testing.

(1) For evaluation purposes, the Offeror shall submit sample commercial data files containing the data elements described in RFP Section 6.4 for California, Oklahoma, and North Carolina for each of the nine files for which the offeror intends to submit proposals.

(2) The submitted data file(s) shall be as current as possible. Offerors shall identify the date when the file was most recently updated.

(3) The submitted data files must include accompanying metadata (6.3.2) and Vintage (6.3.3).

https://www.acquisition.gov/sites/default/files/current/far/html/52_212_213.html#wp1179194 https://www.acquisition.gov/sites/default/files/current/far/html/FormsStandard67.html#wp1189284

RFP No. YA1323-18-TC-0001 14

(4) The Offeror shall submit the sample database, no later than, August 31, 2018 5:00 PM EST PM Eastern Standard Time and in accordance to the submission instructions in Attachment A to this solicitation.

(5) The Offeror shall provide technical support regarding file structure and delivery, file contents and completeness, and data consistency over time.

(6) The sample data file shall be submitted at no expense to the Government. By submitting the sample data file in response to this solicitation, the Offeror gives the Government the right to keep and use the data file during the evaluation period.

(7) Non-Selected Offerors – Pre-Award sample data files will not be distributed beyond the core team of Government officials that are responsible for analyzing the test data.

Sample data files provided by Offerors that are not selected for award will be destroyed within 30 days of contract award.

(8) Selected Offerors – Pre-Award Sample data files provided in accordance with RFP

Section 8(d) by the Offerors that subsequently receive award will be protected under the terms agreed upon under RFP Section 6.

(e) Multiple offers. Offerors are encouraged to submit multiple offers presenting alternative terms and conditions, including alternative line items (provided that the alternative line items are consistent with subpart 4.10 of the Federal Acquisition Regulation), or alternative commercial items for satisfying the requirements of this solicitation. Each offer submitted will be evaluated separately in accordance with the evaluation factors described in RFP Section 9.

(f) Late submissions, modifications, revisions, and withdrawals of offers.

(1) Offerors are responsible for submitting offers, and any modifications, revisions, or withdrawals, so as to reach the Government office designated in the solicitation by the time specified in the solicitation. If no time is specified in the solicitation, the time for receipt is 2:00 p.m., local time, for the designated Government office on the date that offers or revisions are due.

(2)(i) Any offer, modification, revision, or withdrawal of an offer received at the Government office designated in the solicitation after the exact time specified for receipt of offers is “late” and will not be considered unless it is received before award is made, the Contracting Officer determines that accepting the late offer would not unduly delay the acquisition; and—

RFP No. YA1323-18-TC-0001 15

(A) If it was transmitted through an electronic commerce method authorized by the solicitation, it was received at the initial point of entry to the Government infrastructure not later than 5:00 p.m. one working day prior to the date specified for receipt of offers; or

(B) There is acceptable evidence to establish that it was received at the Government installation designated for receipt of offers and was under the Government’s control prior to the time set for receipt of offers; or

(C) If this solicitation is a request for proposals, it was the only proposal received.

(ii) However, a late modification of an otherwise successful offer, that makes its terms more favorable to the Government, will be considered at any time it is received and may be accepted.

(3) Acceptable evidence to establish the time of receipt at the Government installation includes the time/date stamp of that installation on the offer wrapper, other documentary evidence of receipt maintained by the installation, or oral testimony or statements of Government personnel.

(4) If an emergency or unanticipated event interrupts normal Government processes so that offers cannot be received at the Government office designated for receipt of offers by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation or other notice of an extension of the closing date, the time specified for receipt of offers will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

(5) Offers may be withdrawn by written notice received at any time before the exact time set for receipt of offers. Oral offers in response to oral solicitations may be withdrawn orally. If the solicitation authorizes facsimile offers, offers may be withdrawn via facsimile received at any time before the exact time set for receipt of offers, subject to the conditions specified in the solicitation concerning facsimile offers. An offer may be withdrawn in person by an offeror or its authorized representative if, before the exact time set for receipt of offers, the identity of the person requesting withdrawal is established and the person signs a receipt for the offer.

(g) Contract award (not applicable to Invitation for Bids). The Government intends to evaluate offers and award a contract without discussions with offerors. Therefore, the offeror’s initial offer should contain the offeror’s best terms from a price and technical standpoint.

However, the Government reserves the right to conduct discussions if later determined by the Contracting Officer to be necessary. The Government may reject any or all offers if such action is in the public interest; accept other than the lowest offer; and waive informalities and minor irregularities in offers received.

RFP No. YA1323-18-TC-0001 16

(h) Multiple awards. The Government may accept any item or group of items of an offer, unless the offeror qualifies the offer by specific limitations. Unless otherwise provided in 5.1 Price Schedule, offers may not be submitted for quantities less than those specified. The Government reserves the right to make an award on any item for a quantity less than the quantity offered, at the unit prices offered, unless the offeror specifies otherwise in the offer.

(i) Availability of requirements documents cited in the solicitation.

(1)(i) The GSA Index of Federal Specifications, Standards and Commercial Item

Descriptions, FPMR Part 101-29, and copies of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained for a fee by submitting a request to—

GSA Federal Supply Service Specifications Section Suite 8100 470 East L’Enfant Plaza, SW Washington, DC 20407

Telephone (202) 619-8925 Facsimile (202) 619-8978.

(ii) If the General Services Administration, Department of Agriculture, or Department of Veterans Affairs issued this solicitation, a single copy of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained free of charge by submitting a request to the addressee in paragraph (i)(1)(i) of this provision. Additional copies will be issued for a fee.

(2) Most unclassified Defense specifications and standards may be downloaded from the following ASSIST websites:

(i) ASSIST (https://assist.dla.mil/online/start/).

(ii) Quick Search (http://quicksearch.dla.mil/).

(iii) ASSISTdocs.com (http://assistdocs.com).

(3) Documents not available from ASSIST may be ordered from the Department of Defense

Single Stock Point (DoDSSP) by—

(i) Using the ASSIST Shopping Wizard (https://assist.dla.mil/wizard/index.cfm);

(ii) Phoning the DoDSSP Customer Service Desk (215) 697-2179, Mon-Fri, 0730 to 1600

EST; or

(iii) Ordering from DoDSSP, Building 4, Section D, 700 Robbins Avenue, Philadelphia, PA 19111-5094, Telephone (215) 697-2667/2179, Facsimile (215) 697-1462

(4) Nongovernment (voluntary) standards must be obtained from the organization responsible for their preparation, publication, or maintenance.

https://assist.dla.mil/online/start/ http://quicksearch.dla.mil/ http://assistdocs.com/ https://assist.dla.mil/wizard/index.cfm

RFP No. YA1323-18-TC-0001 17

(j) Unique entity identifier. (Applies to all offers exceeding $3,500, and offers of $3,500 or less if the solicitation requires the Contractor to be registered in the System for Award Management (SAM) database.) The Offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation “Unique Entity Identifier” followed by the unique entity identifier that identifies the Offeror’s name and address. The Offeror also shall enter its Electronic Funds Transfer (EFT) indicator, if applicable. The EFT indicator is a four-character suffix to the unique entity identifier. The suffix is assigned at the discretion of the Offeror to establish additional SAM records for identifying alternative EFT accounts (see subpart 32.11) for the same entity. If the Offeror does not have a unique entity identifier, it should contact the entity designated at www.sam.gov for unique entity identifier establishment directly to obtain one. The Offeror should indicate that it is an offeror for a Government contract when contacting the entity designated at www.sam.gov for establishing the unique entity identifier.

(k) System for Award Management. Unless exempted by an addendum to this solicitation, by submission of an offer, the offeror acknowledges the requirement that a prospective awardee shall be registered in the SAM database prior to award, during performance and through final payment of any contract resulting from this solicitation. If the Offeror does not become registered in the SAM database in the time prescribed by the Contracting Officer, the Contracting Officer will proceed to award to the next otherwise successful registered Offeror.

Offerors may obtain information on registration and annual confirmation requirements via the SAM database accessed through https://www.acquisition.gov.

(l) Debriefing. If a post-award debriefing is given to requesting offerors, the Government shall disclose the following information, if applicable:

(1) The agency’s evaluation of the significant weak or deficient factors in the debriefed offeror’s offer.

(2) The overall evaluated cost or price and technical rating of the successful and the debriefed offeror and past performance information on the debriefed offeror.

(3) The overall ranking of all offerors, when any ranking was developed by the agency during source selection.

(4) A summary of the rationale for award;

(5) For acquisitions of commercial items, the make and model of the item to be delivered by the successful offeror.

https://www.acquisition.gov/sites/default/files/current/far/html/Subpart%2032_11.html#wp1043964 https://www.acquisition.gov/sites/default/files/current/far/html/www.sam.gov https://www.acquisition.gov/sites/default/files/current/far/html/www.sam.gov https://www.acquisition.gov/

RFP No. YA1323-18-TC-0001 18

(6) Reasonable responses to relevant questions posed by the debriefed offeror as to whether source-selection procedures set forth in the solicitation, applicable regulations, and other applicable authorities were followed by the agency.

(End of provision)

8.1 As part of the written proposal, the Offeror shall provide information as to when the best and most complete information will be available for delivery to the Census Bureau.

Items acquired under this contract shall be delivered in accordance with the following schedule:

Table B: Delivery Dates

Item Initial Delivery Subsequent Deliveries

Metadata (6.3.2) To Be Proposed – Must coincides with commercial data file delivery

To Be Proposed (as necessary)

Public records, Modeled Housing Value & Open liens

30 days after award To Be Proposed (as necessary)

9. EVALUATION

FAR Provision 52.212-2, EVALUATION – COMMERCIAL ITEMS (OCT 2014), applies to this acquisition, as tailored below:

Factors 1, 2 and 3 are Technical Factors. Factor 1 (Technical Capability) is more important than Factor 2 (Data Licensing Terms and Conditions). Factor 2 is more important than Factor 3 (Past Performance). Factor 3 is the least important of the technical factors. Factor 4 (Price) will be evaluated separately. Factors 1 through 3, when combined, are significantly more important than price. This will be a best value determination.

Factor 1: Technical Capability of the item offered to meet all Government requirements;

The Government will evaluate the Offeror’s proposed technical approach to assess the database capability to comply with all requirements defined in Sections 6 and 7.

For the technical evaluation, we will compare the sample commercial data files to Census Bureau data of known coverage and quality to gauge the coverage and quality of the sample database. We expect all commercial data elements and fields as outlined in Section 6.4 to be filled with accurate data; missing responses shall be explained. This evaluation will specifically analyze the coverage and quality of required data elements.

Any additional data elements provided would be evaluated as well as we are able to, and will be considered favorably if they are of value to the government.

RFP No. YA1323-18-TC-0001 19

Technical Documentation: The Offeror must demonstrate the ability to produce and deliver the commercial data files with the specified data file contents and metadata, on time and in the correct format. The technical support must be timely and reliable, and offer satisfactory resolution.

Factor 2: Data Licensing Terms & Usage Terms The Census Bureau needs to commingle and retain the data acquired under this contract indefinitely. Any proposed Data Licensing Agreement and Usage Terms that are considered not in the best interest for the Government according to the terms described in section 6, may result in non-consideration for award.

Factor 3: Past Performance Evaluation of past performance will allow the Government to determine whether the Offeror consistently delivered quality services in a timely manner. Past performance will be evaluated for data sold by the Offeror during the last three (3) years consistent with the size, scope and complexity of this solicitation. The Government may contact references provided as well as other relevant individuals.

Factor 4: Price

(a) The price tables in Section 5.1 identify pricing for data elements that are “Required” at the time of award. The prices for the data elements identified as “Required” in Tables 1, 2 and 3, must be proposed in the Offeror’s price proposal in order for the government to evaluate. The total evaluated price will consist of all pricing provided for the Base and all Option Periods in tables 1, 2 and 3, and will be the basis of the price evaluation.

(b) The data elements that are identified as “Optional” in tables 4, 5, and 6, are not required at the time of award. The Offeror shall provide prices for all optional data elements proposed. These tables are not included in the total evaluated price.

(c) The Contractor may not charge the Government for any items acquired under this contract at any prices other than those specified in Section 5.1.

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

The Government will also evaluate on the basis of accuracy, completeness, and reasonableness.

10. REPRESENTATIONS AND CERTIFICATIONS

Offerors shall include a completed copy of the provision at 52.212-3 – OFFEROR REPRESENTATIONS AND CERTIFICATIONS – COMMERCIAL ITEMS (NOV 2017), with its offer.

11. CONTRACT TERMS AND CONDITIONS

FAR CLAUSE 52.212-4, CONTRACT TERMS AND CONDITIONS – COMMERCIAL

ITEMS JAN 2017), applies to this acquisition and is hereby incorporated by reference.

RFP No. YA1323-18-TC-0001 20

12. CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT

STATUTES OR EXECUTIVE ORDERS

FAR CLAUSE 52.212-5, CONTRACT TERMS AND CONDITIONS REQUIRED TO

IMPLEMENT STATUTES OR EXECUTIVE ORDERS – COMMERCIAL ITEMS (JUL 2018),

applies to this acquisition.

(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 items:

(N/A) (1) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(g)).

(N/A) Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(X) (2) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(X) (3) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Pub. L. 108-77, 108-

78).

(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 items:

[Contracting Officer check as appropriate.]

X (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with Alternate I (Oct 1995) (41 U.S.C. 253g and 10 U.S.C. 2402).

N/A (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Dec 2008) (Pub. L. 110-252, Title VI, Chapter 1 (41 U.S.C. 251 note)).

N/A (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (MAR 2009) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

N/A (4) 52.204-11, American Recovery and Reinvestment Act—Reporting Requirements (Mar 2009) (Pub. L. 111-5).

N/A (5) 52.219-3, Notice of Total HUBZone Set-Aside (Jan 1999) (15 U.S.C. 657a).

N/A (6) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns

(JULY 2005) (if the Offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

N/A (7) [Reserved] N/A (8)(i) 52.219-6, Notice of Total Small Business Set-Aside (June 2003) (15 U.S.C. 644).

__ (ii) Alternate I (Oct 1995) of 52.219-6.

__ (iii) Alternate II (Mar 2004) of 52.219-6.

N/A (9)(i) 52.219-7, Notice of Partial Small Business Set-Aside (June 2003) (15 U.S.C. 644).

__ (ii) Alternate I (Oct 1995) of 52.219-7.

__ (iii) Alternate II (Mar 2004) of 52.219-7.

N/A (10) 52.219-8, Utilization of Small Business Concerns (May 2004) (15 U.S.C. 637(d)(2) and (3))

N/A (11)(i) 52.219-9, Small Business Subcontracting Plan (Apr 2008) (15 U.S.C. 637(d)(4)).

https://www.acquisition.gov/far/html/52_222.html#wp1151848 http://uscode.house.gov/ https://www.acquisition.gov/far/html/52_222.html#wp1151848 http://uscode.house.gov/ https://www.acquisition.gov/far/html/52_233_240.html#wp1113329 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t29t32+1665+30++%2831%29%20%20AND%20%28%2831%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20 https://www.acquisition.gov/far/html/52_233_240.html#wp1113344 https://www.acquisition.gov/far/html/52_200_206.html#wp1137622 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t41t42+2+13++%2841%29%20%20AND%20%28%2841%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t09t12+37+408++%2810%29%20%252 https://www.acquisition.gov/far/html/52_200_206.html#wp1141983 http://uscode.house.gov/ https://www.acquisition.gov/far/html/52_200_206.html#wp1144881 https://www.acquisition.gov/far/html/52_200_206.html#wp1144992 https://www.acquisition.gov/far/html/52_217_221.html#wp1135955 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t13t16+492+90++%2815%29%20%20AND%20%28%2815%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20 https://www.acquisition.gov/far/html/52_217_221.html#wp1135970 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t13t16+492+90++%2815%29%20%20AND%20%28%2815%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20 https://www.acquisition.gov/far/html/52_217_221.html#wp1136004 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t13t16+492+90++%2815%29%20%20AND%20%28%2815%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20 https://www.acquisition.gov/far/html/52_217_221.html#wp1136004 https://www.acquisition.gov/far/html/52_217_221.html#wp1136004 https://www.acquisition.gov/far/html/52_217_221.html#wp1136017 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t13t16+492+90++%2815%29%20%20AND%20%28%2815%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20 https://www.acquisition.gov/far/html/52_217_221.html#wp1136017 https://www.acquisition.gov/far/html/52_217_221.html#wp1136017 https://www.acquisition.gov/far/html/52_217_221.html#wp1136032 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t13t16+492+90++%2815%29%20%20AND%20%28%2815%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20 https://www.acquisition.gov/far/html/52_217_221.html#wp1136058 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t13t16+492+90++%2815%29%20%20AND%20%28%2815%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20

RFP No. YA1323-18-TC-0001 21

__ (ii) Alternate I (Oct 2001) of 52.219-9.

__ (iii) Alternate II (Oct 2001) of 52.219-9.

N/A (12) 52.219-14, Limitations on Subcontracting (Dec 1996) (15 U.S.C. 637(a)(14)).

N/A (13) 52.219-16, Liquidated Damages—Subcontracting Plan (Jan 1999) (15 U.S.C.

637(d)(4)(F)(i)).

N/A (14)(i) 52.219-23, Notice of Price Evaluation Adjustment for Small Disadvantaged Business

Concerns (OCT 2008) (10 U.S.C. 2323) (if the Offeror elects to waive the adjustment, it shall so indicate in its offer).

__ (ii) Alternate I (June 2003) of 52.219-23.

N/A (15) 52.219-25, Small Disadvantaged Business Participation Program—Disadvantaged Status and Reporting (Apr 2008) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323).

N/A (16) 52.219-26, Small Disadvantaged Business Participation Program—

Incentive Subcontracting (Oct 2000) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323).

N/A (17) 52.219-27, Notice of Total Service-Disabled Veteran-Owned Small Business Set-Aside

(May 2004) (15 U.S.C. 657 f).

N/A (18) 52.219-28, Post Award Small Business Program Rerepresentation (Apr 2009) (15 U.S.C.

632(a)(2)).

X (19) 52.222-3, Convict Labor (June 2003) (E.O. 11755).

X (20) 52.222-19, Child Labor—Cooperation with Authorities and Remedies (Aug 2009)

(E.O. 13126).

X (21) 52.222-21, Prohibition of Segregated Facilities (Feb 1999).

X (22) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246).

X (23) 52.222-35, Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans (Sept 2006) (38 U.S.C. 4212).

X (24) 52.222-36, Affirmative Action for Workers with Disabilities (Jun 1998) (29 U.S.C. 793).

X (25) 52.222-37, Employment Reports on Special Disabled Veterans, Veterans of the Vietnam

Era, and Other Eligible Veterans (Sept 2006) (38 U.S.C. 4212).

N/A (26) 52.222-54, Employment Eligibility Verification (JAN 2009). (Executive Order 12989).

(Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

N/A (27)(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.)

N/A (28) 52.223-15,…