General Services Administration Federal Acquisition Service Authorized Federal Supply Schedule Price List

Transcription

1 General Services Administration Federal Acquisition Service Authorized Federal Supply Schedule Price List On-line access to the Cartus price list and terms are available through GSA Advantage at Schedule Title: Transportation, Delivery & Relocation Services Contractor Information: FSC Group: 48 Cartus Contract Number: GS-33F-0016P 40 Apple Ridge Road Danbury, CT Contract Period: 3/23/04 3/23/2014 Phone: Prompt Payment Terms: None net 30 Business Size: Large Maximum/Minimum Order: $1,000,000/$100 Geographic Coverage (delivery area): Worldwide coverage Data Universal Number Systems (DUNS) Number: Notification Regarding Registration in Central Contractor Database (CCR Database): Registered Points of Production: Omaha NE, Danbury CT, Chicago IL, Memphis TN, Los Angeles & Sacramento CA, Dallas TX. Discount from List Price or Statement of Net Price: Prices are net, discounted prices to the government Cartus Contract Administrator & Ordering Address New/Potential Clients: Daniel Keating Senior Vice President, Sales Cartus 40 Apple Ridge Rd Danbury, CT Ph: , Fax: Pre-Counseling/Destination/No Cost Phone Line: Ph: Existing Clients: John Poklemba Director, Account Management Cartus 40 Apple Ridge Rd Danbury, CT Ph: , Fax: Employee Relocation Services Offered The following pages include a description & price of the following awarded Special Items Numbers (SIN): 653-1, 653-4, 653-5, Additional Information For additional information please contact the Contract Administrator John Poklemba (contact information listed above). 01

2 SIN 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; 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); 02

3 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; 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). 03

4 Pricing Option Home Sale Program Type Up to $99,999 $100,000 - $249,999 $250,000 - $499,999 $500,000 - $749,999 $750,000 - $999,999* OPTION ONE Appraised Value Sale Amended Value Sale** OPTION TWO Appraised Value Sale Amended Value Sale OPTION THREE Appraised Value Sale Amended Value Sale** OPTION FOUR Appraised Value Sale Amended value Sale 40.61% or $35,000; 17.12% or $15,500; 39.36% $35,000; 17.12% or $15,500; 38.12% or $21,000; 14.12% or $10,500; 37.12% or $21,000; 14.12% or $10,500; 37.95% 35.95% 34.95% 37.95% 17.12% 17.12% 17.12% 16.98% 36.50% 34.50% 33.50% 36.50% 17.12% 17.12% 17.12% 16.98% 35.75% 33.75% 32.75% 36.75% 14.12% 14.12% 14.12% 14.12% Government Rate 34.50% 32.50% 31.50% 35.50% 14.12% 14.12% 14.12% 14.12% *See SIN 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: % 04

5 SIN (B) Home Marketing Assistance No fee when provided with SIN 653-1(A), SIN 653-5(A), SIN 653-5(E) SIN (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 (D) Management Reports No fee. SIN 653-4: Additional Services SIN (A) Customized Management Reports No Fee SIN (B) Customized Data Communication Capabilities No Fee SIN (C) Customized Program Materials No Fee SIN (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 (E) Entitlement Counseling $ per employee SIN (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 (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 (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 05

6 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 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; 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; If sale to outside buyer falls through, Mortgage Payoff required at time of acquisition into inventory 06

7 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 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 Home Sale Program Type OPTION ONE Up to $99,999 $100,000 - $99,999 $250,000 - $499,999 $500,000 - $749,999 $750,000 - $999,999* Buyer Value Option** $15, % 14.90% 14.90% 14.90% OPTION TWO Buyer Value Option $15, % 14.90% 14.90% 14.90% OPTION THREE Buyer Value Option** OPTION FOUR Buyer Value Option 13% or $10,000; 13% or $10,000; 12.25% 12.25% 12.25% 12.25% 12.25% 12.25% 12.25% 12.25% *See SIN 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: % 07

8 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. $ 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; 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 Home Sale Program Type Option Two: Special Handling Services Managed Buyout: No Mortgage Payoff Up to $99, % or $35,000; $100,000 - $249,999 $250,000 - $499,999 $500, ,999 Over $750,000 37%* 37%* 37%* 37%* *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: % 08

9 SIN 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% 09