J.7_Past_Performance_Factor_Templates_UPDATED.docx

J.7 Past Performance Documentation list

1 Source Selection Sensitive – FAR 3.104 For Official Use Only

PAST PERFORMANCE / EXPERIENCE REFERENCE SHEET - ATTACHMENT A

Offeror's Name

List work which best illustrates current qualifications relevant to this award. List no more than five (5) contracts from the last seven (7) years. Each contract listed on this sheet shall have a completed OFFEROR QUESTIONNAIRE (ATTACHMENT B) provided. Failure to furnish complete information on all sheets may result in the Government's rejection of your proposal. Mark either Prime, Sub, or Joint Venture. Explain all projects provided on this sheet on the OFFEROR QUESTIONNAIRE (Attachment B).

OFFEROR QUESTIONNAIRE - ATTACHMENT B

Offeror’s Name:

1. Project Name and location (city, state, country)

2. Project Owners Name and Address (Government Agency, commercial firm or other organization)

3. Project Square Footage:

4. Date of Award:

5. Contract Value at Time of Award:

6. Contract Value at Completion:

7. Actual Completion Date:

8. Awarded Completion Date, Were Liquidated Damages Assessed (Y/N):

9. Contracting point of contact of the Project Owner (name, title, e-mail, phone and fax numbers):

10.Technical point of contact of the Project Owner(name, title, e-mail, phone and fax numbers):

11. Whether the Offeror performed as a prime or subcontractor. What was the percentage of the project performed by the Offeror?

12. List Major Sub-Contractors:

13. Description of the Project: Also include an explanation of any performance problems or other conflicts with the customer. (Offerors will be evaluated for the ability to provide timely, complete work; be certain to explain any differences between the initial and actual completion dates in block 7.) For additional explanation, please attach continuation sheet(s).

14. Current status of the project (check one)

____ Work continuing, on schedule ____ Work continuing, behind schedule ____ Work completed, no further action pending ____ Work completed, routine action pending

____ Work completed, claims negotiation pending ____ Work completed, litigation pending/underway ____ Terminated for convenience ____ Terminated for default ____ Other (explain, use additional sheets as necessary)

Attachment C

Past Performance Questionnaire

Instructions: Offerors are to fill out the top portion of this form under Offeror Provide Past Performance References Below. Smithsonian Institution will use the questionnaire example included to review your past performance.

The contractor listed below is being considered in a Source Selection by the Smithsonian National Air and Space Museum. It would be appreciated if you would provide us with comments regarding the contractor’s past performance. Your comments are considered Source Selection Sensitive; therefore, you are advised that the Federal Acquisition Regulation (15.1004) prohibits the release of the names of individuals providing reference information about an offeror’s past performance. In order to maintain the integrity of the source selection process, respectfully request that you do not divulge the name of the contractor nor discuss your comments on this questionnaire with any other individuals.

Offeror Provide Past Performance References Below:

Past Project Information:

Contractor (Prime):

Project Title/Contract Number:

Evaluator: (the following is an example of questions the Smithsonian may ask your references)

Name: Date:

Phone No.: Fax No.:

Address:

Position held or function in relation to project:

PAST PERFORMANCE QUESTIONNAIRE (continued)

Please describe the contractor’s performance: (Use additional sheets as needed)

1. The contractor’s overall corporate management, integrity, reasonableness and cooperative conduct.

2. The contractor’s performance on delivery of quality work.

3. The contractor’s quality control (CQC).

4. The contractor’s ability to meet the performance schedule.

5. What did the contractor do to improve schedule problems, if any?

6. The contractor’s ability to provide the required work at a reasonable total price.

7. The contractor’s compliance with safety standards in their designs.

8. Has the contractor been given any of the following: Liquidated Damages, show cause, letters of reprimand, suspension of payments, termination? If yes, please explain.

9. Would you award another contract to this contractor? If no, please state reasons for not recommending this contractor additional work.

10. Was the customer satisfied with the end product?

11. Has the contractor been provided an opportunity to discuss any negative performance concerns? If so, what were the results?

12. Please provide any additional comments: (Add additional pages)

Attachment D - FIRM PROFILE TEMPLATE FIRM PROFILE - (PRIME)

Firm Name

Description of Services

List Key Personnel

Are letters of commitment for the parties (planned employees, subcontractors and/or consultants) involved included?

Yes □ or No □ or NA □

List letter of commitments included:

Attachment E - FIRM PROFILE - (SUBCONTRACTOR OR OTHER LEGAL ENTITIES)

Firm Name

Relationship (Prime/Subcontractor) If not a subcontractor please describe the nature of your legal relationship to the prime contractor.

Description of Services

List Key Personnel

Has the proposed team worked together on full projects with the prime in the past?

Yes □ or No □ or NA □

List projects were firm work with prime in the past. If prime, just type NA:

Attachment F – KEY PERSONNEL RESUME TEMPLATE - PROJECT MANAGER Proposed Resource Name

If resource is associated with a subcontractor, provide name of company

Percentage of time resource will be allocated to project

Bidder: List the skills and experience that qualify the individual for the duties and responsibilities on this project for the proposed role. Provide the name of the project(s) and the year(s) the experience was obtained.

The experience requirements detailed in the RFP are restated as follows:

7 years of experience managing multimillion dollar scale projects of similar size and scope of this RFP.

Does resource have this required skill: Yes □ or No □

Description of skills and experience:

Example: 10 yrs exp with (vendor name) implementing multimillion-dollar development of large, complex object-based exhibitions, including content development design and display, lighting, conservation, graphic design, audio-visual components, project management, cost estimating, installation, maintenance and production.

Name of project(s) and year(s) experience was obtained:

Description of skills and experience:

Name of project(s) and year(s) experience was obtained:

Education:

Bachelor's degree or equivalent experience Does resource have this required skill: Yes □ or No □

Example: BS Degree in Business Administration

- see Education information below

Certification:

Project Management Professional certification (Preferred) Does resource have this required skill: Yes □ or No □

If yes, provide copy of certification

Attachment G – KEY PERSONNEL RESUME TEMPLATE – PROJECT FIELD SUPERINTENDENT Proposed Resource Name

If resource is associated with a subcontractor, provide name of company

Percentage of time resource will be

Bidder: List the skills and experience that qualify the individual for the duties and responsibilities experience was obtained.

The experience requirements detailed in the RFP are restated as follows:

Description of skills and experience:

Example: 10 yrs exp with (vendor name) implementing multimillion-dollar development of large, complex object-based exhibitions, including content development design and display, lighting, conservation, graphic design, audio-visual components, project management, cost estimating, installation, maintenance and production.

Name of project(s) and year(s) experience was obtained:

Description of skills and experience:

Name of project(s) and year(s) experience was obtained:

Education:

A graduate of a four year accredited college or university program in one of the following disciplines: Engineering, Architecture, Construction Management, Engineering Technology, Building Construction, or Building Science.

Does resource have this required skill: Yes □ or No □

Example: BS Degree in Business Administration

- see Education information below

Certification:

Project Management Professional certification (Preferred) Does resource have this required skill: Yes □ or No □

If yes, provide copy of certification

Attachment H – KEY PERSONNEL RESUME TEMPLATE – CASE MANUFACTURER(S) COORDINATOR Proposed Resource Name

If resource is associated with a subcontractor, provide name of company

Percentage of time resource will be

Bidder: List the skills and experience that qualify the individual for the duties and responsibilities experience was obtained.

The experience requirements detailed in the RFP are restated as follows:

Description of skills and experience:

Name of project(s) and year(s) experience was obtained:

Education:

Bachelor's degree or equivalent experience in architecture, project management, or similar field Does resource have this required skill: Yes □ or No □

Description of skills and experience:

Name of project(s) and year(s) experience was obtained:

Certifications:

Does resource have this required skill: Yes □ or No □

If yes, provide copy of certification.

Attachment I – KEY PERSONNEL RESUME TEMPLATE – GRAPHICS COORDINATOR Proposed Resource Name

If resource is associated with a subcontractor, provide name of company

Percentage of time resource will be

Bidder: List the skills and experience that qualify the individual for the duties and responsibilities experience was obtained.

The experience requirements detailed in the RFP are restated as follows:

Education:

Bachelor's degree or equivalent experience in Graphic Design, Print Production or Graphic/Media Arts.

Does resource have this required skill: Yes □ or No □

Description of skills and experience:

Name of project(s) and year(s) experience was obtained:

Certifications:

Does resource have this required skill: Yes □ or No □

Attachment J – KEY PERSONNEL RESUME TEMPLATE – AV Procurement and Integration Manager Proposed Resource Name

If resource is associated with a subcontractor, provide name of company

Percentage of time resource will be

Bidder: List the skills and experience that qualify the individual for the duties and responsibilities experience was obtained.

The experience requirements detailed in the RFP are restated as follows:

Education:

Bachelor's degree or equivalent experience Does resource have this required skill: Yes □ or No □

Description of skills and experience:

Name of project(s) and year(s) experience was obtained:

Certifications:

Does resource have this required skill: Yes □ or No □

Attachment K – KEY PERSONNEL RESUME TEMPLATE – Head Detailer Proposed Resource Name

Proposed Resource Name

If resource is associated with a subcontractor, provide name of company

Percentage of time resource will be

Bidder: List the skills and experience that qualify the individual for the duties and responsibilities experience was obtained.

The experience requirements detailed in the RFP are restated as follows:

Education:

Bachelor's degree or equivalent experience Does resource have this required skill: Yes □ or No □

Description of skills and experience:

Name of project(s) and year(s) experience was obtained:

Certifications:

Does resource have this required skill: Yes □ or No □

Attachment L – KEY PERSONNEL RESUME TEMPLATE – QUALITY CONTROL MANAGER Proposed Resource Name

If resource is associated with a subcontractor, provide name of company

Percentage of time resource will be

Bidder: List the skills and experience that qualify the individual for the duties and responsibilities experience was obtained.

The experience requirements detailed in the RFP are restated as follows:

Education:

Bachelor's degree or equivalent experience Does resource have this required skill: Yes □ or No □

Description of skills and experience:

Name of project(s) and year(s) experience was obtained:

Certifications:

Does resource have this required skill: Yes □ or No □

Attachment M – KEY PERSONNEL RESUME TEMPLATE – SAFETY COORDINATOR Proposed Resource Name

If resource is associated with a subcontractor, provide name of company

Percentage of time resource will be

Bidder: List the skills and experience that qualify the individual for the duties and responsibilities experience was obtained.

The experience requirements detailed in the RFP are restated as follows:

Education:

Bachelor's degree or equivalent experience Does resource have this required skill: Yes □ or No □

Description of skills and experience:

Name of project(s) and year(s) experience was obtained:

Certifications: Professional Engineer (required)

Does resource have this required skill: Yes □ or No □

If yes, provide copy of license.

Attachment N – KEY PERSONNEL RESUME TEMPLATE – EXHIBIT CASE MANUFACTURER Proposed Resource Name

If resource is associated with a subcontractor, provide name of company

Percentage of time resource will be

Bidder: List the skills and experience that qualify the individual for the duties and responsibilities experience was obtained.

The experience requirements detailed in the RFP are restated as follows:

Education:

Bachelor's degree or equivalent experience Does resource have this required skill: Yes □ or No □

Description of skills and experience:

Name of project(s) and year(s) experience was obtained:

Certification: Professional Engineer (required)

Does resource have this required skill: Yes □ or No □

If yes, provide copy of license.

Attachment X – KEY PERSONNEL RESUME TEMPLATE – OTHER KEY PERSONNEL PROPOSED BY BIDDER Proposed Resource Name

If resource is associated with a subcontractor, provide name of company

Percentage of time resource will be

Bidder: List the skills and experience that qualify the individual for the duties and responsibilities experience was obtained.

The experience requirements detailed in the RFP are restated as follows:

Education:

Bachelor's degree or equivalent experience Does resource have this required skill: Yes □ or No □

Description of skills and experience:

Name of project(s) and year(s) experience was obtained:

Certifications:

Does resource have this required skill: Yes □ or No □

7 Source Selection Sensitive – FAR 3.104 For Official Use Only