GSA Advantage!



Schedule Title: Transportation, Delivery & Relocation Solutions

FSC Group: V301, V111 & V112/SIN(s) 653-1, 653-4, 653-5, 653-7 (Schedule 48)

Contract Number: GS-33F-0016P

For more information on ordering from Federal Supply Schedules click on FSS Schedules at fss.

Contract Period: March 23, 2004 – March 23, 2014

Company:

Cartus Corporation

40 Apple Ridge Road

Danbury, CT 06810

Phone: +1.203.205.3400

usgovernment

Contract Administrator:

John Poklemba

Director, Account Management

Cartus

40 Apple Ridge Rd

Danbury, CT 06810

Ph: 203.205.4831

Fax: 203.749.5216

Pre-Counseling/Destination/No Cost Phone Line:

866.823.9584

Business Size: Large

Customer Information:

1a. SIN[s] 653-1, 653-4, 653-5, 653-7

1b. See Attachment 1 for pricing of Tasks

1c. Not applicable

2. Maximum order: $1,000,000

3. Minimum order: $100

4. Geographic coverage (delivery area): Worldwide coverage

5. Point(s) of production (city, county, and state, or foreign country): Omaha NE, Danbury CT, Chicago IL, Memphis TN, Los Angeles & Sacramento CA, Dallas TX.

6. Discount from list prices or statement of net prices: Prices are net, discounted prices to the government

7. Quantity discounts: Contact Cartus

8. Prompt Payment terms: None – net 30

9a. Notification whether Government purchase cards are accepted at or below the micro-purchase threshold.

Not accepted

9b. Notification whether Government purchase cards are accepted or not accepted above the micro-purchase threshold. Not accepted

10. Foreign items: Not applicable

11a. Time of Delivery: To be negotiated at the task order level.

11b. Expedited delivery: Not applicable

11c. Overnight and 2-day delivery: Not applicable

11d. Urgent Requirements: See contract clause I-FSS-14-B. Agencies can contact the contact for Contract Administration to obtain faster delivery.

12. F.O.B point(s): Destination

13a. Ordering address(es):

Kathi Feczko

Senior Vice President, Business Development

Cartus

8081 Royal Ridge Parkway

Irving, TX 75063

Ph: 972-870-2705

Fax: 214-524-7245

Email: Kathi.feczko@

13b. Ordering Procedures: For supplies and services, the ordering procedures, information on blanket purchase agreements (BPA’s), and a sample BPA can be found at the GSA/FSS schedule homepage (fss.schedules).

14. Payment address(es):

Paula Wiltshire

Corporate Controller

Cartus

40 Apple Ridge Road

Danbury, CT 06810

Ph: 203.205.1546

Fax: 203.749.8188

Email: paula.wiltshire@

OR

Send wire transfer, please call for instructions

15. Warranty provision: Not applicable

16. Export packing charges: Not applicable

17. Terms and conditions of Government purchase card acceptance (any thresholds above the micro purchase level): Not applicable

18. Terms and conditions of rental, maintenance, and repair: Not applicable

19. Terms and conditions of installation: Not applicable

20. Terms and conditions of repair parts: Not applicable

20a. Terms and conditions for any other services: Not applicable

21. List of services and distribution points: Not applicable

22. List of participating dealers: Not applicable

23. Preventative maintenance: Not applicable

24a. Special attributes such as environmental attributes: Not applicable

24b. If applicable, indicate that Section 508 compliance information is available on Electronic and Information Technology (EIT) supplies and services and show where full details and be found. The EIT Standards can be found at . (e.g. Contractor's website or other location.): Information available – Contact John Poklemba, Contract Administrator

25. Data Universal Number System (DUNS) number: 11-202-0649

26. Notification regarding registration in Central Contract Registration (CCR) database: Registered

Attachment 1: Awarded Contract Price List

SIN 653-1 Relocation Services Package (653-1 A-D)

Pricing Option 1: Full Choice Guaranteed Buyout with Mortgage Payoff—Shall mean that the following elements are in place:

• Employee has choice of real estate agent in both old and new locations;

• Employee may have listed home previously via a “For Sale by Owner” or other listing arrangement;

• Appraisals are performed upon Authorization;

• Employee will select Designated Certified Appraisers from list provided by Contractor;

• Appraised Value Offer Period is for a period of 60 days, but may be increased up to 90 days by the ordering agency

• Employee may accept Appraised Value Offer at any time during offer period;

• Mortgage Payoff required at time of acquisition;

• Employee mortgage counseling for new home purchase not required; and

• Employee has choice of mortgage supplier.

Pricing Option 2: Full Choice Guaranteed Buyout without Mortgage Payoff—Shall mean that the following elements are in place:

• Employee has choice of real estate agent in old and new locations;

• Employee may have listed home previously via a “For Sale by Owner” or other listing arrangement;

• Appraisals are performed upon Authorization;

• Employee will select Designated Certified Appraisers from list provided by Contractor;

• Appraised Value Offer Period is for a period of 60 days, but may be increased up to 90 days by the ordering agency;

• Employee may accept Appraised Value Offer at any time during Offer Period;

• Employee mortgage counseling for new home purchase not required;

• Employee has choice of mortgage supplier; and

• Mortgage payoff is not required at time of acquisition; however, the Contractor is required to comply with provisions outlined under Mortgage Servicing.

Pricing Option 3: Managed Guaranteed Buyout with Mortgage Payoff—Includes the following elements:

• Employee is REQUIRED to use a Contractor recommended real estate agent in BOTH old and new locations (if employee opts to purchase in the destination area within six (6) months of closing on the home in the origin location);

• Home must NOT have been listed previously by the Employee with another agent or as a “For Sale by Owner” within the last six (6) months;

• Appraisals may be delayed for up to 30 days from date of Authorization. Pricing provided in the grid below, however, should assume appraisals are not delayed; discount from the maximum fixed percentage rate, if any, should be specified in the appropriate section below;

• Employee will select Designated Certified Appraisers from list provided by Contractor;

• Employee list price not to exceed 105% of the average of two Broker Market Analyses or the Appraised Value Offer;

• Mandatory Marketing Period will be a minimum of 60 days prior to acceptance of Appraised Value Offer;

• Appraised Value Offer Period is for a period of 60 days, but may be increased up to 90 days by the ordering agency;

• All buyer offers received by Employee must be presented to Contractor with Contractor right to accept buyer offers lower than Appraised Value Offer (in which case, Employee will accept the Contractor’s Appraised Value Offer and the Contractor will acquire the property at the buyer’s lower price);

• Employee mortgage counseling for new home purchase required;

• Employee has choice of mortgage supplier; and

• Mortgage Payoff required at time of Contractor acquisition into inventory.

Pricing Option 4: Managed Guaranteed Buyout without Mortgage Payoff—Includes the following elements:

• Employee is REQUIRED to use a Contractor recommended real estate agent in BOTH old and new locations (if employee opts to purchase in the destination area within six (6) months of closing on the home in the origin location);

• Home must NOT have been listed previously by the Employee with another agent or as a “For Sale by Owner” within the last six (6) months;

• Appraisals may be delayed for up to 30 days from date of Authorization; pricing provided in the grid on the following page, however, should assume appraisals are not delayed; discount from the maximum fixed percentage rate, if any, should be specified in the appropriate section;

• Employee will select Designated Certified Appraiser from list provided by Contractor;

• Employee list price not to exceed 105% of the average of two Broker Market Analyses or the Appraised Value Offer;

• Mandatory Marketing Period will be a minimum of 60 days, prior to acceptance of Appraised Value Offer;

• Appraised Value Offer Period is for a period of 60 days, but may be increased up to 90 days by the ordering agency;

• All buyer offers received by Employee must be presented to Contractor with Contractor right to accept buyer offers lower than Appraised Value Offer;

• Employee mortgage counseling for new home purchase required;

• Employee has choice of mortgage supplier; and

• Mortgage Payoff is not required at time of acquisition; however, the Contractor is required to comply with provisions outlined under Mortgage Servicing.

Potential costs for mortgage Prepayment Penalties and Double-Deed Recording Fees shall be included in the pricing options below. Because those costs may be billed separately to the ordering agency and/or deducted from the Employee’s equity at closing, those items may be expressly excluded from pricing upon agreement between the Contractor and ordering agency via BPA or task order. As such, Contractor shall specify the percentage rate discounts from base pricing that may be attainable if those items are excluded from the fixed percentage rate and reimbursed directly to the Employee by the ordering agency.

Proposed Base Pricing shall be inclusive of the Industrial Funding Fee (IFF).

|Pricing Option Home Sale Program |Up to $99,999 |

|Type | |

|Appraised Value Sale |40.61% or $35,000; whichever is|37.95% |35.95% |34.95% |37.95% |

| |higher | | | | |

|Amended Value Sale** |17.12% or $15,500; whichever is|17.12% |17.12% |17.12% |16.98% |

| |higher | | | | |

|OPTION TWO |GOVERNMENT RATE |

|Appraised Value Sale |39.36% $35,000; whichever is |36.50% |34.50% |33.50% |36.50% |

| |higher | | | | |

|Amended Value Sale |17.12% or $15,500; whichever is|17.12% |17.12% |17.12% |16.98% |

| |higher | | | | |

|OPTION THREE |GOVERNMENT RATE |

|Appraised Value Sale |38.12% or $21,000; whichever is|35.75% |33.75% |32.75% |36.75% |

| |higher | | | | |

|Amended Value Sale** |14.12% or $10,500; whichever is|14.12% |14.12% |14.12% |14.12% |

| |higher | | | | |

|OPTION FOUR |Government Rate |

|Appraised Value Sale |37.12% or $21,000; whichever is|34.50% |32.50% |31.50% |35.50% |

| |higher | | | | |

|Amended value Sale |14.12% or $10,500; whichever is|14.12% |14.12% |14.12% |14.12% |

| |higher | | | | |

*See SIN 653-5 Special Handling Services for properties at or about $1,000,000 in value.

**Cartus does not offer Mortgage Payoff on Amended Value home sales. If sale to outside buyer falls through, Mortgage Payoff required at time of acquisition for Option 1 and 3 into inventory. In case the sale falls through on the Amended Value sale, will revert to the Appraised Value pricing for Option 1, 2, 3 and 4.

Discounts from Base Pricing for Excluding Pre-payment penalties and/or Double Deed Recording Fees and to Delay Appraisals (expressed as percentage of Appraised or Amended Value or Flat Fees).

Appraised/Amended Full Choice:

Percentage Discount if Excluding Pre-payment Penalties from Base Pricing: 0.25%

Percentage Discount if Excluding Double Deed Recording Fees from Base Pricing: 0.25%

Discount If Ordering Agency Implements 30-Day Delayed Appraisal as Policy: 0.33%

Appraised/Amended Managed:

Percentage Discount if Excluded Pre-payment Penalties from Base Pricing: 0.275%

Percentage Discount if Excluded Double Deed Recording Fees from Base Pricing: 0.275%

Discount If Ordering Agency Implements 30-Day Delayed Appraisal as Policy: 0.3875%

SIN 653-1 (B) Home Marketing Assistance

No fee when provided with SIN 653-1(A), SIN 653-5(A), SIN 653-5(E)

SIN 653-1 (C) Destination Area Services

Destination Area Services include the following:

• Renter Assistance

• Buyer Assistance

• Mortgage Counseling

• *Spousal Counseling

No fee.

* $0 fee only in conjunction with SIN 653-1(A)

SIN 653-1 (D) Management Reports

No fee.

SIN 653-4: Additional Services

SIN 653-4 (A) Customized Management Reports

No Fee

SIN 653-4 (B) Customized Data Communication Capabilities

No Fee

SIN 653-4 (C) Customized Program Materials

No Fee

SIN 653-4 (D) Expense Management (Voucher Review and Payment)

Provides expense tracking services including employee counseling, expense reimbursement, auditing, tax calculations, reporting and employee year end tax information in compliance with the agency’s guidelines and the FTR. Service available only if other services are purchased by agency.

$498 per employee plus direct expenses

SIN 653-4 (E) Entitlement Counseling

$325.00 per employee

SIN 653-4 (G) Cost of Living Analysis

Provides a cost of living comparison between old duty station and new duty station. This can help the employee make a more informed decision when it comes to relocation.

$25.00 per report

SIN 653-4 (H) Temporary Living Stand Alone Program

Provides assistance to the employee in locating suitable temporary accommodations in the new duty station.

$350 per employee

SIN 653-4 (I) Enhanced Rental Assistance

A half-day or full-day, detailed destination area tour that includes local real estate markets, commuting issues, area amenities and a community orientation.

One Half-Day Tour: $350

One Full Day Tour: $600

Property Management

Assists the employees on temporary or permanent assignment inside or outside the United States, who prefer to retain rather than sell their current home. The service allows the employees to focus on their new assignment while their departure residence is managed.

$4200 fee for the first year

Monthly Fee: $350/month for year two and every year thereafter

Broker Tenant Finding fee: Actual costs not to exceed 12.0% of annual property rental value

Broker Fee Monthly: Actual costs not to exceed $4,500 per year

Training

Cartus will provide implementation training to agency employees for all services provided as outlined in the agency guidelines and the Statement of Work. Further, Cartus will provide training on demand at the agency’s request. This may include remedial training on any service, training on new services, and special training for relocations issues and/or trends.

No Fee

Travel in Support of Training

When training is requested by the agency, Cartus reserves the right to request that the agency pay for the actual travel costs in accordance with Federal Travel Regulation (FTR) guidelines. This is for Cartus Personnel who travel in support of training services.

SIN 653-5 Agency Customization Services

SIN 653-5(A) Buyer Value Option (BVO)

BVO Pricing Option 1: Full Choice with Mortgage Payoff—Shall mean that the following elements are in place:

• Employee has choice of real estate agent in old and new location;

• Employee may have listed home previously via a “For Sale by Owner” or other listing arrangement;

• Employee mortgage counseling for new home purchase not required;

• Employee has choice of mortgage supplier; and

• If sale to outside buyer falls through, mortgage payoff required at time of acquisition.

BVO Pricing Option 2: Full Choice without Mortgage Payoff—Shall mean that the following elements are in place:

• Employee has choice of real estate agent in old and new location;

• Employee may have listed home previously via a “For Sale by Owner” or other listing arrangement;

• Employee mortgage counseling for new home purchase not required;

• Employee has choice of mortgage supplier and;

• If sale to outside buyer falls through, mortgage payoff will not be required at time of acquisition, however, the Contractor is required to comply with provisions outlined under Mortgage Assumption

BVO Pricing Option 3: Managed Home Sale with Mortgage Payoff—Includes the following elements:

• Employee is REQUIRED to use a Contractor recommended real estate agent in both old and new locations;

• Employee list price not to exceed 105% of Broker Market Analysis;

• All buyer offers received by Employee must be presented to Contractor with Contractor right to accept buyer offer lower than BMA Anticipated Sale Price;

• Employee mortgage counseling for new home purchase required;

• Employee has choice of mortgage supplier; and

• If sale to outside buyer falls through, Mortgage Payoff required at time of acquisition into inventory

BVO Pricing Option 4: Managed Home Sale without Mortgage Payoff—Includes the following elements:

• Employee is REQUIRED to use a Contractor recommended real estate agent in both old and new locations;

• Employee list price not to exceed 105% of Broker Market Analysis;

• All buyer offers received by Employee must be presented to Contractor with Contractor right to accept buyer offer lower than BMA Anticipated Sale Price;

• Employee mortgage counseling for new home purchase required;

• Employee has choice of mortgage supplier and;

• If sale to outside buyer falls through, Mortgage Payoff will not be required at time of acquisition, however, the Contractor shall be required to comply with provisions outlined under Mortgage Assumption

Potential costs from mortgage Prepayment Penalties and Double-Deed Recording Fees shall be included in the pricing options below. Because those costs may be billed separately to the ordering agency or deducted from the Employee’s equity at closing, those items may be expressly excluded from pricing upon agreement between the Contractor and ordering agency via BPA or task order. As such, Contractor shall specify the percentage rate discounts from base pricing that may be attainable if those items are excluded from the fixed percentage rate and reimbursed directly to the Employee by the ordering agency.

For Buyer Value Option Home Sale Services, pricing provided below (proposed pricing shall be inclusive of the IFF):

|Pricing Option |Up to $99,999 |

|Home Sale Program Type | |

|Buyer Value Option** |$15,750 |15.20% |14.90% |14.90% |14.90% |

|OPTION TWO |GOVERNMENT RATE |

|Buyer Value Option |$15,750 |15.20% |14.90% |14.90% |14.90% |

|OPTION THREE |GOVERNMENT RATE |

|Buyer Value Option** |13% or $10,000; whichever |12.25% |12.25% |12.25% |12.25% |

| |is higher | | | | |

|OPTION FOUR |GOVERNMENT RATE |

|Buyer Value Option |13% or $10,000; whichever |12.25% |12.25% |12.25% |12.25% |

| |is higher | | | | |

*See SIN 653-5 Special Handling Services for properties at or about $1,000,000 in value.

** Cartus does not offer mortgage payoff on Buyer Value Option (BVO) home sales. If sale to outside buyer

falls through, Mortgage Payoff required at time of acquisition for Option 1 and 3 into inventory. In case the sale falls through on the BVO, will revert to the Appraised Value pricing for Option 1, 2, 3 and 4.

Discounts from Base Pricing for Excluding Pre-payment penalties and/or Double Deed Recording Fees and to Delay Appraisals (expressed as percentage of Appraised or Amended Value or Flat Fees).

BVO cancellation fee $500 plus direct cost for title work and inspections

BVO Full Choice:

Percentage Discount if Excluding Pre-payment Penalties from Base Pricing: 0.25%

Percentage Discount if Excluding Double Deed Recording Fees from Base Pricing: 0.25%

Discount If Ordering Agency Implements 30-Day Delayed Appraisal as Policy: 0.33%

BVO Managed:

Percentage Discount if Excluded Pre-payment Penalties from Base Pricing: 0.275%

Percentage Discount if Excluded Double Deed Recording Fees from Base Pricing: 0.275%

Discount If Ordering Agency Implements 30-Day Delayed Appraisal as Policy: 0.3875%

SIN 653-5(C) Closing Services Only

Under this option, there is no guaranteed offer or home marketing assistance. Cartus will simply coordinate closing of the employee’s independently generated sale. Home sale expenses are subject to Relocation Income Tax Allowance (RITA).

Fixed Fee of 9.50% of the homes sales price.

SIN 653-5(D) Stand-Alone Home Marketing Assistance

Under this option, there is no guaranteed offer. The focus is on providing home marketing assistance to help the employee generate an independent sale.

$425.00 if the agency does not purchase a home sale program.

SIN 653-5(E) Special Handling Transactions

Special Handling Pricing Option 2: Managed Home Sale without Mortgage Payoff—Includes the following elements:

• Employee is REQUIRED to use a Contractor recommended real estate agent in both old and new locations;

• Appraisals may be delayed for up to 30 days from date of Authorization;

• Employee will select Designated Certified Appraiser from list provided by Contractor

• Employee list price not to exceed 105% of Broker Market Analysis or Appraised Value Offer;

• Mandatory Marketing Period will be a minimum of 60 days prior to acceptance of Appraised Value Offer;

• Appraised Value Offer Period is for a period of 60 days, but may be increased up to 90 days by the ordering agency;

• All buyer offers received by Employee must be presented to Contractor with Contractor right to accept buyer offer lower than Appraised Value Offer;

• Employee mortgage counseling for new home purchase required;

• Employee has choice of mortgage supplier; and

• Mortgage Payoff will not be required at time of acquisition, however, the Contractor shall be required to comply with provisions outlined under Mortgage Assumption.

|Pricing Option |Up to $99,999 |

|Home Sale Program Type | |

|Managed Buyout: No Mortgage Payoff |39.36% or $35,000; whichever|37%* |37%* |37%* |37%* |

| |is higher | | | | |

*Plus $750 per month (whole or part) property is in inventory and is applicable to all home value ranges. Inventory time defined as period from acquisition to receipt of proceeds.

Appraised/Amended Full Choice:

Percentage Discount if Excluding Pre-payment Penalties from Base Pricing: 0.25%

Percentage Discount if Excluding Double Deed Recording Fees from Base Pricing: 0.25%

Discount If Ordering Agency Implements 30-Day Delayed Appraisal as Policy: 0.33%

Appraised/Amended Managed:

Percentage Discount if Excluded Pre-payment Penalties from Base Pricing: 0.275%

Percentage Discount if Excluded Double Deed Recording Fees from Base Pricing: 0.275%

Discount If Ordering Agency Implements 30-Day Delayed Appraisal as Policy: 0.3875%

SIN 653-7 Move Management Services

$600 per employee if CHAMP agreement is used.

Note: No fee if commercial agreement is used and if Cartus is allowed by law, order, regulation or specific agreement (with the agency) to receive a booking commission or escrow fee from the carrier.

Full replacement valuation will be provided at $5.00 per pound multiplied by weight of shipment up to $100,000 at no charge.

Tariff discounts are as follows:

• GSA-01: Bottom Line Discount of 54%, SIT Bottom Line Discount 40%

• PRIME-01: Bottom Line Discount of 54%, SIT Bottom Line Discount 40%

-----------------------

Federal Acquisition Service

Authorized Federal Supply Schedule Price List

On-line access to contract ordering information, terms and conditions, up-to-date

pricing, and the option to create an electronic delivery order are available through

GSA Advantage, a menu-driven database system.

The Internet address for GSA Advantage is:

-----------------------

CARTUS GSA PRICING SCHEDULE

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download