Contractor performance assessment reports, RER Solutions (all produced)

Summary

A set of Contractor Performance Assessment Reports (CPARs) on RER SOLUTIONS, INC., printed 7/7/2020. The first is an interim evaluation of contract W9124J16F0049 for financial and real estate analytical, advisory and consulting support to the Army, for the period 09/16/2018 - 09/15/2019, with a base and all options value of $29,798,937. Its comments state that RER helped develop a method to determine the amount of money the Army was required to pay back each privatized partner, and that RER reviewed every work order submitted across 44 projects. Another report covers contract W9124J18C0032, with a base and all options value of $2,818,835. The final pages carry an evaluation dated 07/01/2015 by Debra McCraw, with concurrence by Errin Green, CEO, dated 07/02/2015.

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THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION WHICH MAY NOT BE
DISCLOSED OUTSIDE OF THE U.S. GOVERNMENT

7/7/2020 CPARS

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FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503
CONTRACTOR PERFORMANCE ASSESSMENT REPORT (CPAR)
Nonsystems
Name/Address of Contractor:

Vendor Name: RER SOLUTIONS, INC.

Division Name:

Street: 950 HERNDON PKWY STE 410

City: HERNDON

State: VA Zip: 201705537

Country: USA

CAGE Code: 1XR22

Unique Entity ID (DUNS): 609890819 Unique Entity ID (SAM):

Product/Service Code: R402 Principal NAICS Code: 541611

Evaluation Type: Interim

Contract Percent Complete:

Period of Performance Being Assessed: 09/16/2018 - 09/15/2019

Contract Number: GS00F233CA W9124J16F0049 Business Sector & Sub-Sector: Nonsystems - Prof/Tech/Mng Support
Contracting Office: W6QM MICC-FDO FT SAM HOUSTON Contracting Officer: ANGELIC HATCHER Phone Number: PF
Location of Work:

At the offices of the ODASA (IH&P) and DCS,G-9 at the Pentagon, Washington D.C.

Date Signed: 09/16/2016 Effective Date: 09/16/2016

Est. Ultimate Completion Date/Last Date to Order: 09/18/2021 Estimated/Actual Completion Date:
Base and All Options Value: $29,798,937 Action Obligation: $24,823,459

Complexity: Medium Termination Type: None

Extent Competed: Full and Open Competition Type of Contract: Firm Fixed Price

Key Subcontractors and Effort Performed:

Unique Entity ID (DUNS): Unique Entity ID (SAM):

Effort:

Unique Entity ID (DUNS): Unique Entity ID (SAM):
Effort:

Unique Entity ID (DUNS): Unique Entity ID (SAM):
Effort:

Project Number:
Project Title:

To provide Financial, Real Estate Analytical, Advisory and Consulting Support Services. This contract supports Limited Liability
Companies (LLC) or Limited Partnerships (LP) of which the Army is a member and has entered into legally binding relationships
with private business entities.

Contract Effort Description:

The contractor shall provide all personnel, equipment, supplies, facilities,

transportation, tools, materials, supervision, and other items and non-personal services necessary to perform Financial and Real

Estate Analytical and Consulting Support Services as defined in this Performance Work Statement except for those items specified
FOR OFFICIAL USE ONLY

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RER 0000295
THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION WHICH MAY NOT BE
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FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503
as government furnished property and services. The contractor shall perform to the standards in this contract. In addition to the
personnel providing direct support, the contractor should have the ability to access financial, real estate, capital markets, OMB
scoring, utilities, policy, and other subject matter experts on an as needed basis.

Small Business Subcontracting:
Does this contract include a subcontracting plan? No

Date of last Individual Subcontracting Report (ISR) / Summary Subcontracting Report (SSR): N/A

Evaluation Areas Past Rating Rating
Quality: Exceptional Exceptional
Schedule: Exceptional Exceptional
Cost Control: N/A N/A
Management: Exceptional Exceptional
Small Business Subcontracting: N/A Exceptional
Regulatory Compliance: N/A Exceptional
Other Areas:

(1): N/A

(2): N/A

(3): N/A

Variance (Contract to Date):
Current Cost Variance (%): Variance at Completion (%):

Current Schedule Variance (%):

Assessing Official Comments:

QUALITY: RER performed outstanding in this category!

The Army along with RER's support developed an extremely sound method and standard to determine the amount of money the
Army was required to pay back each of the seven privatized partners across 44 different, individual privatization projects. RER
assisted the Army with not only developing a process, but also developing a model that determined the calculation of the amount
due to the partner. RER executed this task with little to no guidance from the Army.

SCHEDULE: RER performed outstanding in this category!

FOR OFFICIAL USE ONLY

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RER 0000296
THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION WHICH MAY NOT BE
DISCLOSED OUTSIDE OF THE U.S. GOVERNMENT

7/7/2020 CPARS

FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503

RER was instrumental in providing support to the Army Secretariat by completing the work order maintenance comprehensive
reviews of every Partner to review every privatized housing work order submitted to the Partner by the residents for repair. This
task was a requested by the Army and endorsed/supported by OSD. RER reviewed every work order submitted across 44 projects to
determine if the Partner was executing inappropriate behavior regarding the work order process. This was a huge undertaking by
RER, and they went above and beyond their duties to complete all tasks of excellent quality, with no errors or problems.
Outstanding job; well-done RER!

MANAGEMENT: RER performed outstanding in this category!

SMALL BUSINESS SUBCONTRACTING: RER performed outstanding in this category!

https://cpars.cpars.gov/cpars/app/appviewevaluation_input.action?id=2733788&requestType=P
THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION WHICH MAY NOT BE
DISCLOSED OUTSIDE OF THE U.S. GOVERNMENT

7/7/2020 CPARS

FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503

REGULATORY COMPLIANCE: RER performed outstanding in this category!

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THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION WHICH MAY NOT BE
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FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503

ADDITIONAL/OTHER: Rated RER outstanding for all categories!

Privatization is a very unique environment. The Army's portfolio of Privatized Housing (Residential Communities Initiatives, (RCI))
and Privatized Lodging (Privatization of Army Lodging, (PAL)) continues to face challenges across the enterprise due to budget cuts
and Army downsizing. Additionally, the transition of oversight tasks to AMC and IMCOM headquarters has required additional
training and support not programmed in the first year of the contract. The budget cuts and downsizing of the Army's footprint have
resulted in inadequate expertise as well as inadequate numbers of personnel at the installation level to properly meet oversight
requirements.

RER has proven that as a small business company they can deliver! RER provided all required deliverable's on or ahead of the
required schedule as defined in the SOW. Throughout this period, RER has provided multiple unscheduled, short notice tasks,
Their quick thinking provided workable solutions to issues the Army had not yet identified. There were many times whereas the
Army is discussing the problem and looking for a solution; while RER is working the solution. RER's spontaneous thinking and
sharp mindedness has already moved on to the next step while the Army is trying to figure what steps are needed and what
direction is required.

Since the onset of the housing crisis that occurred in Feb 2019, the housing crisis and Army Housing Campaign Plan generated
increased work load including Congressional inquiries, short fuse taskers for financial information on the Privatized projects,
implementation new reporting measures, creation of checklists, special purpose reviews, processing of Major Decisions (MD)
requests, and Portfolio Asset Management reviews.

The numerous complaints regarding housing conditions escalated to the Secretary of the Army level for resolution. The housing
crisis has triggered ongoing audits and investigations from the DAIG, CID, FBI and AAA concerning Environmental Hazards in
Military Privatized Housing, Evaluation of Lead Paint in Military Family Housing, Audit of Historic Properties for RCI, and an
investigation of BBC incentive Fee and Work Order due to Congressional requirements from AF investigation. Their findings
resulted in the execution of in-depth financial audits on all seven (7) Privatized Companies associated with the Army portfolio.
Army leaders are committed to improving housing conditions and the RCI housing survey is a critical tool to shaping future housing
quality and services.

DCS G-9 continues to support to HQ IMCOM and now HQ AMC, providing realistic requirements to match those tasks identified in
the PWS. The changes to the numbers of tasks will ensure the Army meets its specific oversight requirements with the technical
knowledge and expertise necessary in this extremely challenging environment.

RER is very strategic and seems to have a plan to remedy actions as they are brought to their attention. This out of the box, critical
thinking has helped the Army at various levels, work actions and requests with Congress in identifying solutions to challenges
facing the Army's privatized portfolio.

RER performed an analysis on the Small installation privatization initiative, assisting the Army with further reducing the Army
owned housing footprint, and privatizing remaining Army owned housing.

Because of RER's work ethic, the Army is able to provide better responses to Army leaders and to Congress while ensuring the
housing product being delivered to Soldiers and Families is safe and meets the service member's needs. The work produced by
RER is of excellent quality, comprehensive, and complete without error or problems.

RER is a true value added to the Army's ability to manage this $18 billion privatized portfolio. RER?s performance was outstanding;

job well-done RER!

FOR OFFICIAL USE ONLY

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RER 0000299
THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION WHICH MAY NOT BE
DISCLOSED OUTSIDE OF THE U.S. GOVERNMENT

7/7/2020 CPARS

FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503
RECOMMENDATION:

Given what | know today about the contractor's ability to perform in accordance with this contract or order's most significant
requirements, | would recommend them for similar requirements in the future.

Name and Title of Assessing Official:

Title: Contracting Officer
Organization: MICC - FSH

Phone Number: i cess: rrr

Date: 11/15/2019

Contractor Comments:

ADDITIONAL/OTHER: | concur with this evaluation.

CONCURRENCE: | concur with this evaluation.

Name and Title of Contractor Representative:
Name: ROY DUDAK
Title: CFO

Phone Number: P| Email Address: BE <-solutions.com

Date: 11/18/2019

Review by Reviewing Official:

Review by Reviewing Official not required.

Name and Title of Reviewing Official:
Name:

Title:

Organization:

Phone Number: Email Address:

Date:

FOR OFFICIAL USE ONLY

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RER 0000300
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FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503
CONTRACTOR PERFORMANCE ASSESSMENT REPORT (CPAR)
Nonsystems
Name/Address of Contractor:

Vendor Name: RER SOLUTIONS, INC.

Division Name:

Street: 950 HERNDON PKWY STE 410

City: HERNDON

State: VA Zip: 201705537

Country: USA

CAGE Code: 1XR22

Unique Entity ID (DUNS): 609890819 Unique Entity ID (SAM):

Product/Service Code: R402 Principal NAICS Code: 531390

Evaluation Type: Interim

Contract Percent Complete:

Period of Performance Being Assessed: 09/29/2018 - 09/28/2019

Contract Number: W9124J18C0032 Business Sector & Sub-Sector: Nonsystems - Prof/Tech/Mng Support
Contracting Office: WGQM MICC-FDO FT SAM HOUSTON Contracting Officer: ANGELIC HATCHER Phone Number: P|
Location of Work:

Work is being performed at the DCS, G-9 Army Housing Division located at The Pentagon, 600 Army Pentagon, Washington, DC
20310

Date Signed: 08/30/2018 Effective Date: 09/29/2018

Est. Ultimate Completion Date/Last Date to Order: 09/28/2021 Estimated/Actual Completion Date:
Base and All Options Value: $2,818,835 Action Obligation: $1,976,344

Complexity: Medium Termination Type: None

Extent Competed: Not Competed under SAP Type of Contract: Firm Fixed Price

Key Subcontractors and Effort Performed:

Unique Entity ID (DUNS): Unique Entity ID (SAM):

Effort:

Unique Entity ID (DUNS): Unique Entity ID (SAM):
Effort:

Unique Entity ID (DUNS): Unique Entity ID (SAM):
Effort:

Project Number:
Project Title:

Real Estate, Advisory and Consulting Support Services Contract for the
Office of the Deputy Assistant Secretary of the Army for Installations, Housing, & Partnerships (ODASA
(IH&P))

Contract Effort Description:

A contract for Real Estate, Advisory and Consulting Support Services is required to support the Army in the following areas:
Traditional Army Owned family housing and Unaccompanied Housing (UH), the latter including single senior Soldiers and junior
FOR OFFICIAL USE ONLY

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THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION WHICH MAY NOT BE
DISCLOSED OUTSIDE OF THE U.S. GOVERNMENT

7/7/2020 CPARS

FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503

Soldier living accommodations. Contractor shall provide Real Estate and Program Support to the Office of the Deputy Assistant
Secretary of the Army for Installations, Housing, & Partnerships (ODASA (IH&P)) and the Office of the Assistant Chief of Staff for
Installation Management,

Provide advice on development, implementation, and consulting support for the Department of the Army (DA) worldwide Army
Housing and UH Programs. Provide real estate, advisory and consulting support to Army Housing Programs. Performance
standards will be based on applicable sections of the Army Portfolio and Asset Management Handbook 5.0, USACE Real Estate
Handbook, and specific guidelines determined by ODASA (IH&P) prior to task execution.

Review and development of recommendations to assess project risks and opportunities, as identified by the parties. Special
Purpose Reviews could consist of forensic audits, energy project analysis support, analysis of energy projects disputes regarding
utility commodity costs with installation and/or privatized utility provider, disputes with the conclusion of BAH, respective anchor
points or associated rents within a particular HMA, etc. Reviews shall be completed within timeframe as established in the Portfolio
Asset Management Handbook 5.0, Army Policy and Regulations. Deliverables shall normally be 30-45 days after completion of
reviews.

Execute Army-Owned Housing Construction Design Reviews, assessing the overall effectiveness of the Army to minimize cost
overruns and completion delays and to properly manage the project according to Army Policy and Regulations.

Work may also consist of milestone construction document reviews for new construction and renovation for compliance of designs
with contract commitments including but not limited to applicable law, codes and standards for Army-Owned Housing. Contractor
will also provide Reports/Determination of Availability Support (ROA & DOA Support); Land Survey Support; Real Estate Training
Support, and HQDA Housing Resident Survey support, Conduct, analyze and benchmark, among Army owned Family Housing
installations and Army Leased FH locations.

Small Business Subcontracting:
Does this contract include a subcontracting plan? No

Date of last Individual Subcontracting Report (ISR) / Summary Subcontracting Report (SSR): N/A

Evaluation Areas Past Rating Rating
Quality: N/A Exceptional
Schedule: N/A Exceptional
Cost Control: N/A N/A
Management: N/A Exceptional
Small Business Subcontracting: N/A N/A
Regulatory Compliance: N/A Exceptional
Other Areas:

(1): N/A

(2): N/A

(3): N/A

Variance (Contract to Date):
Current Cost Variance (%): Variance at Completion (%):

Current Schedule Variance (%):

Assessing Official Comments:

QUALITY: RER performed outstanding in this category!

FOR OFFICIAL USE ONLY

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RER 0000302
THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION WHICH MAY NOT BE
DISCLOSED OUTSIDE OF THE U.S. GOVERNMENT

7/7/2020 CPARS

FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503

RER is continuing to work and streamline the real estate transaction process, which will promote great savings with both time and
dollars. RER is working to streamline certain transaction and approval processes so that they don?t have transactions that are
outstanding for multiple years that can be processed sooner, which will save in terms of time as well as dollars.

SCHEDULE: RER performed outstanding in this category!

Working in the pentagon with senior leaders and Congressional staffer, schedules and requirements are ever changing without
notice and with short timelines. RER's ability to assist the Army with responding to these unscheduled/no notice requirements
where financial data is needed now was critical to the Army, to ensure timely responsiveness was our senior leaders and

congressional staffers. Providing late answers or no answers to senior leaders and congress was not acceptable. Again, RER was

MANAGEMENT: RER performed outstanding in this category!

FOR OFFICIAL USE ONLY

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RER 0
THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIE RY INFORMATION WHICH MAY NOT BE
DISCLOSED OUTSIDE OF THE U.S. GOVERNMENT

7/7/2020 CPARS

FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503

REGULATORY COMPLIANCE: RER performed outstanding in this category!

ADDITIONAL/OTHER: Rated RER outstanding for all categories!

RECOMMENDATION:

Given what | know today about the contractor's ability to perform in accordance with this contract or order's most significant
requirements, | would recommend them for similar requirements in the future.

FOR OFFICIAL USE ONLY

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RER 0000304
THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION WHICH MAY NOT BE
DISCLOSED OUTSIDE OF THE U.S. GOVERNMENT

7/7/2020 CPARS

FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503
Name and Title of Assessing Official:

Name: as
Title: Contracting Officer
Organization: MICC - FSH

Date: 11/20/2019

Contractor Comments:

ADDITIONAL/OTHER: Contractor agrees with the ratings assigned.

CONCURRENCE: | concur with this evaluation.

Name and Title of Contractor Representative:
Name: ERRIN GREEN
Title: CEO

Date: 01/03/2020

Review by Reviewing Official:

Review by Reviewing Official not required.

Name and Title of Reviewing Official:
Name:

Title:

Organization:

Phone Number: Email Address:

Date:

FOR OFFICIAL USE ONLY

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RER 0000305
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7/7/2020 CPARS

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FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503
CONTRACTOR PERFORMANCE ASSESSMENT REPORT (CPAR)
Nonsystems
Name/Address of Contractor:

Vendor Name: RER SOLUTIONS, INC.

Division Name:

Street: 950 HERNDON PKWY STE 410

City: HERNDON

State: VA Zip: 201705537

Country: USA

CAGE Code:

Unique Entity ID (DUNS): 609890819 Unique Entity ID (SAM):

Product/Service Code: R499 Principal NAICS Code: 541611

Evaluation Type: Interim

Contract Percent Complete: 80%

Period of Performance Being Assessed: 09/30/2018 - 09/29/2019

Contract Number: GS00F233CA DEDT0010287 Business Sector & Sub-Sector: Nonsystems - Prof/Tech/Mng Support
Contracting Office: SC CHICAGO SERVICE CENTER Contracting Officer: BRANDON WHITTIER Phone Number:
Location of Work:

Primarily DOE Headquarters (Germantown MD/Washington DC), but also several field office locations.
Date Signed: 09/30/2015 Effective Date: 09/30/2015

Est. Ultimate Completion Date/Last Date to Order: 09/29/2020 Estimated/Actual Completion Date:
Base and All Options Value: $7,363,158 Action Obligation: $5,399,918

Complexity: Medium Termination Type: None

Extent Competed: Full and Open Competition Type of Contract: Time and Materials

Key Subcontractors and Effort Performed:

Unique Entity ID (DUNS): Unique Entity ID (SAM):

Effort:

Unique Entity ID (DUNS): Unique Entity ID (SAM):
Effort:

Unique Entity ID (DUNS): Unique Entity ID (SAM):
Effort:

Project Number:

Project Title:

Professional, General, and Business Management Support Services
Contract Effort Description:

The Contractor shall provide the skills, expertise, and professional resources necessary, or incident to, the performance of
professional
general and business management support services to the Department of Energy (DOE) Office of Science (SC).

Small Business Subcontracting:
FOR OFFICIAL USE ONLY

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RER 0000306
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7/7/2020 CPARS
FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503

Does this contract include a subcontracting plan? No

Date of last Individual Subcontracting Report (ISR) / Summary Subcontracting Report (SSR): N/A

Evaluation Areas Past Rating Rating
Quality: Exceptional Exceptional
Schedule: Very Good Exceptional
Cost Control: Exceptional Exceptional
Management: Exceptional Exceptional
Small Business Subcontracting: N/A N/A
Regulatory Compliance: Exceptional Exceptional

Other Areas:

(1): N/A
(2): N/A
(3): N/A

Variance (Contract to Date):
Current Cost Variance (%): Variance at Completion (%):

Current Schedule Variance (%):

Assessing Official Comments:

In the past year the contractor was relied upon to execute a number of changes in task request which required quick turnaround
with personnel that meet specific requirements. This included workforce planning items which are on-going and specialized
analysis in a number of program offices. Senior level leadership have accepted the analysis provided by the contractors in order to
assist them in decision making in a number of areas to better the Office of Science mission.

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DISCLOSED OUTSIDE OF THE U.S. GOVERNMENT

7/7/2020 CPARS

FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503

Name and Title of Assessing Official:

Name: Brandon Whittier
Title: Contracting Officer

Organization: DOE Office of Science

Date: 01/27/2020

Contractor Comments:

ADDITIONAL/OTHER: Contractor agrees with the ratings assigned.

CONCURRENCE: | concur with this evaluation.

Name and Title of Contractor Representative:
Name: ERRIN GREEN
Title: CEO

Phone Number: PF Email Address: BEE «-sotutions.com

Date: 02/03/2020

Review by Reviewing Official:

Review by Reviewing Official not required.

Name and Title of Reviewing Official:
Name:

Title:

Organization:

Phone Number: Email Address:

Date:

FOR OFFICIAL USE ONLY

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CPARS/FAPIS Page | of 3

FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503

CONTRACTOR PERFORMANCE ASSESSMENT REPORT (CPAR)
Nonsystems

Name/Address of Contractor:

Company Name: RER FINANCIAL GROUP, LLC

Division Name:

Street Address: 950 HERNDON PKWY STE 200

City: HERNDON

State/Province: VA Zip Code: 201705548

Country: US

CAGE Code:

DUNS Number: 609890819

PSC: R408 NAICS Code: 523999

Evaluation Type: Final

Contract Percent Complete:

Period of Performance Being Assessed: 05/21/2014 - 05/20/2015

Contract Number: GS23F0049J DU208WP14T00002 Business Sector & Sub-Sector: Nonsystems - Prof/Tech/Mng Suppc

Contracting Office: DU208 Contracting Officer: DEBRA MCCRAW Phone Number: P|

Location of Work:

451 7th Street SW, Washington DC

Award Date: 05/21/2014 Effective Date: 05/21/2014

Completion Date: 06/30/2015 Estimated/Actual Completion Date: 06/30/2015

Total Dollar Value: $164,763 Current Contract Dollar Value: $164,763

Complexity: Medium Termination Type: None

Competition Type: Full and Open Competition Contract Type: Firm Fixed Price

Key Subcontractors and Effort Performed:

DUNS:

Effort:

DUNS:
Effort:

DUNS:
Effort:

Project Number:

Project Title:

184 and 184(a) Underwriter
Contract Effort Description:

Provide underwriting review support of section 184 and Section 184(a) closed loan packages submitted for loan guarantee
certificates in support of the office of Loan Guarantee.

Small Business Utilization:
Does this contract include a subcontracting plan? No
Date of last Individual Subcontracting Report (ISR) / Summary Subcontracting Report (SSR): N/A

Evaluation Areas Past Rating Rating
Quality: N/A Exceptional
Schedule: N/A Exceptional
Cost Control: N/A N/A
Management: N/A Exceptional

FOR OFFICIAL USE ONLY

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CPARS/FAPIIS Page 2 of 3

FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503

Utilization of Small Business: N/A N/A
Regulatory Compliance: N/A N/A
Other Areas:

(1): N/A
(2): N/A
(3): N/A

Variance (Contract to Date):
Current Cost Variance (%): Variance at Completion (%):
Current Schedule Variance (%):

Assessing Official Comments:

QUALITY: The quantity (apprx 2460 loans) and quality of the work has been exceptional
throughout the contract. The contractor has been asked to review loans to ensure
soundness and compliance to section 184 processing and underwriting guidelines.
The contractor became fully immersed in the contract within days and works with
little to no supervision. The contractors work has been verified on a daily to
weekly basis and has been found to be complete and thorough. The contracted
submits ¢daily review findingsé that are forwarded to the lenders. After 2 to 3
months we started to see the quality of the files received in our office improved
substantially, the time lines to complete the reviews and issue a loan guarantee
certificate have improved substantially. Loans are now being reviewed within 5 to
10 days where before they were being reviewed within 40 ¢to 60 days.

SCHEDULE: The Office of Loan Guarantee (OLG) was in need of contract support to decrease a
loan file back log in excess of 5,000 files. The contractor has average between 45

and 65 files per week for the duration of the contract. The contractor has

submitted a weekly report that reflects all the work performed by the gonsite

contractoré, and the status of every loan reviewed. The contractor has submitted

every report on time and the reports are of high quality, accurate and provide a

comprehensive overview of the work performed in an easy to read format. The

timeliness of the contractors work has been exceptional and has reached the point

where the contractor is reviewing files within days of the files being received by

the OLG program office.

COST CONTROL: Firm Fix Price
MANAGEMENT: Extremely professional with no incidents or complaints of performance.
UTILIZATION OF SMALL BUSINESS: N/A

REGULATORY COMPLIANCE: N/A

RECOMMENDATION:

Given what | know today about the contractor's ability to perform in accordance with this contract or order's most significant
requirements, | would recommend them for similar requirements in the future.

Name and Title of Assessing Official:
Name: Debra McCraw

Title:

Organization: OCPO

Phone Number: Email Address:

Date: 07/01/2015

Contractor Comments:
FOR OFFICIAL USE ONLY

https://cpars.cpars.gov/cpars/app/appviewevaluation_input.action?id=996083 &requestType=P 5/1/2017
RER 0000310
THIS DOCUMENT CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION WHICH MAY NOT BE
DISCLOSED OUTSIDE OF THE U.S. GOVERNMENT
CPARS/FAPIS Page 3 of 3

FOR OFFICIAL USE ONLY / SOURCE SELECTION INFORMATION - SEE FAR 2.101, 3.104, AND 42.1503
ADDITIONAL/OTHER: Contractor agrees with the ratings assigned.

CONCURRENCE: | concur with this evaluation.

Name and Title of Contractor Representative:
Name: ERRIN GREEN
Title: CEO

Phone Number: PF Email Address: GE <"-solutions.com

Date: 07/02/2015

Review by Reviewing Official:
Review by Reviewing Official not required.

Name and Title of Reviewing Official:
Name:

Title:

Organization:

Phone Number: Email Address:

Date:

FOR OFFICIAL USE ONLY

https://cpars.cpars.gov/cpars/app/appviewevaluation_input.action?id=996083 &requestlype=P 5/1/2017
RER 0000311


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