Procurement Policies and Procedures (2210.3, Revision 10 ...

1 HUD Acquisition Policy and Procedures REV 1, CHG 1. Procurement Policies and Procedures ( , Revision 10), Change 1, dated March 2019. Table of Contents Chapter 2401 Federal Acquisition Regulation (FAR) System .. 10. Scope of chapter.. 10. 10. Statement of guiding principles for the Federal Acquisition System.. 10. Authority.. 10. Applicability.. 11. Issuance.. 11. Handbook conventions.. 13. Subchapter 14. Maintenance of the Handbook.. 14. Subchapter Agency Acquisition Regulations .. 14. Amendment of this Handbook.. 14. Subchapter Deviations from the FAR .. 14. Definition.. 14. Policy.. 14. Individual 15. class deviations.. 15. Alterations to FAR and HUDAR solicitation provisions and contract clauses.. 15. Subchapter Career Development, Contracting Authority, and Responsibilities .. 15. General.. 15. Contracting Officers.

2 17. Selection, appointment, and termination of appointment for COs.. 26. Contracting Officer Representative.. 28. Subchapter Reviews, Approvals, and Clearances .. 29. Internal OCPO approval of contract actions.. 29. Departmental approvals and clearances.. 30. Legal review.. 32. Office of Small and Disadvantaged Business Utilization (OSDBU) reviews.. 40. Office of Small Business Administration (SBA) Procurement Center Representative (PCR) reviews.. 40. MAR 2019. HUD Acquisition Policy and Procedures REV 1, CHG 1. Chapter 2402 Definitions of Words and Terms .. 41. Subchapter Definitions .. 41. Definitions.. 41. Commonly used acronyms and abbreviations.. 44. Chapter 2403 Improper Business Practices and Personal Conflicts of Interest .. 52. Scope of chapter.. 52. Subchapter Safeguards .. 52. Standards of conduct.

3 52. Procurement 55. Chapter 2404 Administrative Matters .. 61. Scope of chapter.. 61. Subchapter - Contract Reporting .. 61. Responsibilities.. 61. Reporting data.. 61. Subchapter Government Contract Files .. 61. Contract files.. 61. Closeout of contract files.. 66. - Storage, handling and disposal of contract 80. Subpart - Contract Line Items .. 81. Policy.. 81. Subpart Personal identity verification.. 86. Policy.. 86. Chapter 2405 Publicizing Contract Actions .. 90. Scope of chapter.. 90. Subchapter Dissemination of 90. - Methods of disseminating information.. 90. Subchapter Synopses of Proposed Contract Actions .. 90. Publicizing and response time.. 90. Special situations.. 90. Preparation and transmittal of synopses.. 91. Chapter 2406 Competition Requirements .. 92. Scope of chapter.. 92. Subchapter - Other than Full and Open Competition.

4 92. Justifications.. 92. MAR 2019. HUD Acquisition Policy and Procedures REV 1, CHG 1. - Availability of the justification.. 92. Subchapter Advocates for Competition.. 93. - Requirement.. 93. Scope of chapter.. 94. Subchapter Acquisition Plans .. 94. Policy.. 94. General Procedures .. 105. Contents of written acquisition plans.. 106. (b)(15)-70 - Government Furnished Property.. 106. (b)(15)-7002 Policy.. 107. Subpart Inherently Governmental Functions .. 111. Policy.. 111. Chapter 2408 Required Sources of Supplies and Services .. 113. Scope of chapter.. 113. Subchapter - Federal Supply 113. Ordering Procedures for Federal Supply Schedules (FSS).. 113. Chapter 2409 Contractor Qualifications .. 117. Scope of chapter.. 117. Subchapter Responsible Prospective Contractors .. 117. Standards.. 117. Procedures .. 117.

5 Subchapter Debarment, Suspension, and Ineligibility .. 117. Debarment.. 117. Suspension.. 118. Chapter 2410 Market Research .. 120. - Scope of chapter.. 120. Policy.. 120. Procedures .. 120. Chapter 2411 Describing Agency Needs .. 121. - Scope of chapter.. 121. Policy.. 121. Chapter 2412 Acquisition of Commercial Items .. 123. - Scope of chapter.. 123. Subchapter Acquisition of Commercial Items General .. 123. MAR 2019. HUD Acquisition Policy and Procedures REV 1, CHG 1. Applicability.. 123. Subchapter Solicitation Provisions and Contract Clauses for the Acquisition of Commercial items .. 124. - Solicitation provisions and contract clauses for the acquisition of commercial items.. 124. Chapter 2413 Simplified Acquisition Procedures .. 126. Scope of chapter.. 126. Subchapter 126. General.. 126. Soliciting completion, evaluation of quotations or offers, award and documentation.

6 132. Subchapter Simplified Acquisition Methods .. 132. Governmentwide commercial purchase card.. 132. Subchapter Simplified Acquisition Procedures for Certain Commercial Items .. 132. Special documentation requirements.. 132. Chapter 2414 Sealed Bidding [RESERVED] .. 134. Chapter 2415 Contracting by Negotiation .. 135. - Scope of the 135. Subchapter - Source Selection Processes and Techniques .. 135. Best value continuum.. 135. Subchapter - Solicitation and Receipt of Proposals and Information .. 135. - Exchanges with industry before receipt of proposals.. 135. - Requests for proposals (RFPs).. 137. - Handling proposals and information.. 137. Subchapter - Source Selection .. 138. - Responsibilities.. 138. - Evaluation 150. Proposal evaluation.. 151. - Source selection decision.. 164. Subchapter Contract Pricing.

7 165. Subchapter Pre-award, Award, and Post-award Notifications, Protests, and Mistakes167. - Post-award debriefing of offerors.. 167. Chapter 2416 Types of Contracts .. 168. Scope of chapter.. 168. Subchapter Selecting Contract Types .. 168. MAR 2019. HUD Acquisition Policy and Procedures REV 1, CHG 1. Negotiating contract type.. 168. Factors in selecting contract types.. 168. Subchapter Indefinite-Delivery 168. 168. Requirements contracts.. 168. Indefinite-quantity contracts.. 169. - Ordering.. 171. Chapter 2417 Special Contracting 174. Scope of chapter.. 174. Subchapter Options .. 174. Use of 174. Documentation.. 175. Evaluation.. 175. Exercise of options.. 175. Solicitation provisions and contract clauses.. 180. Subchapter Interagency Acquisitions .. 182. Procedures .. 182. Chapter 2418 Emergency Acquisitions [RESERVED].

8 184. Chapter 2419 Small Business Programs .. 185. Scope of chapter.. 185. Definitions.. 185. Subchapter Policies .. 185. General policy.. 185. Specific Policies .. 186. Relationship among small business programs.. 186. Subchapter The Small Business Subcontracting Program.. 187. Responsibilities of the CO under the subcontracting assistance 187. Responsibilities of the cognizant administrative CO.. 188. Subchapter Contracting with the Small Business Administration .. 189. General.. 189. - Selecting acquisitions for the 8(a) 189. Evaluation, offering, and acceptance.. 190. - Contract negotiations.. 191. Chapter 2420 [RESERVED] .. 192. MAR 2019. HUD Acquisition Policy and Procedures REV 1, CHG 1. Chapter 2421 [RESERVED] .. 193. Chapter 2422 Application of Labor Laws to Government Acquisitions .. 194. Scope of chapter.

9 194. Subchapter Basic Labor Policies .. 194. Overtime.. 194. Subchapter Equal Opportunity for Veterans .. 194. Policy.. 194. Procedures .. 194. Waivers.. 195. Chapter 2423 Environment, Energy and Water Efficiency, Renewable Energy Technologies, Occupational Safety, and Drug-Free Workplace .. 196. Scope of chapter.. 196. Subchapter Use of Recovered Materials and Biobased Products .. 196. Agency affirmative Procurement programs.. 196. Justification for material content.. 196. Chapter 2424 Protection of Privacy and Freedom of Information [RESERVED] .. 197. Chapter 2425 Foreign Acquisition [RESERVED] .. 198. Chapter 2426 Other Socioeconomic Programs [RESERVED] .. 199. Chapter 2427 Patents, Data, and Copyrights [RESERVED] .. 200. Chapter 2428 Bonds and Insurance [RESERVED] .. 201. Chapter 2429 Taxes [RESERVED].

10 202. Chapter 2430 Cost Accounting Standards Administration [RESERVED] .. 203. Chapter 2431 Contract Cost Principles and Procedures [RESERVED] .. 204. Chapter 2432 Contract Financing .. 205. Scope of chapter.. 205. Subchapter Contract Funding .. 205. - Policy.. 205. Contract funding requirements.. 206. Subchapter Prompt Payment .. 208. Invoicing and payment .. 208. Chapter 2433 Protests, Disputes, and Appeals .. 212. Scope of chapter.. 212. Subchapter Protests .. 212. General.. 212. MAR 2019. HUD Acquisition Policy and Procedures REV 1, CHG 1. Protests to the 212. Protests to GAO.. 213. Subchapter Disputes and Appeals.. 213. Contracting officer's decision.. 213. Chapter 2434 - Major System Acquisition [RESERVED] .. 214. Chapter 2435 Research and Development Contracting [RESERVED].. 215. Chapter 2436 Construction and Architect-Engineer Contracts [RESERVED].