About this file

This is an Information Summary Matrix template designed to collect detailed company and project qualification data from potential contractors responding to a sources sought announcement for Marine Resource Services.

The matrix requires companies to provide comprehensive business information including company name, contact details, small business certifications (Small, Small Disadvantaged, WOSB, HUB Zone, VOSB, SD-VOSB), years in business, UEI and CAGE numbers, and SAM registration status. Financial data must include average annual receipts for calendar years 2023-2025 with maximum monthly receipts and workforce numbers, as well as projected revenue for current active contracts in 2024-2025. Companies must document their current and maximum lines of credit and demonstrate compliance with FAR 52.219-14 limitations on subcontracting requirements.

The template requires detailed experience documentation including Fixed Price Indefinite Delivery/Indefinite Quantity contracts performed within the past three years, with contract numbers, ceiling amounts, award dates, and annual revenues by year. Companies must describe experience managing varying workloads of Marine Resource Services at multiple sites simultaneously worldwide, providing representative projects from 2023-2025 with locations, costs, and descriptions. Key personnel identification is required for three individuals, including education, prior projects, role, and current employer. The matrix also requests an inventory of available prime contract personnel by specific discipline (palynologist, field supervisor, GPS operator, botanist, marine biologist, scientific diver, boat captain, GIS specialist, and others), and five detailed project examples completed in the past three years in Hawaii or the Pacific NAVFAC area demonstrating technical expertise in marine resource services including benthic and biological dive surveys, marine mitigation projects, and underwater bio-acoustic analysis. Each project submission must include contract number, type, dollar value (total, in-house, and subcontracted), duration, site size, and a description addressing staffing and workload surge capabilities plus understanding of applicable regulatory requirements.

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SourcesSought_RFIs.pdf PDF
3-3_Min_Professional_Quals.docx DOCX document
3-2_Sources_Sought_2-_Questionnaire.docx DOCX document

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INFORMATION SUMMARY MATRIX

Company Name:

INFORMATION SUMMARY MATRIX

1. Company Name:

Address:

Point of Contact (POC) Name:

POC Phone Number:

POC Email Address:

2. Small Business Status:

____ Small ____ Small Disadvantaged Certification Expires: ________________

____ WOSB

____ HUB Zone Certification Expires: ________________

____ VOSB

____ SD-VOSB

3. No. of years in business: _________

UEI #: ______________________

CAGE #:______________________

SAM Registration:

____ YES ____NO

4. Average Annual Receipts for Past 3 yrs

Complete Blocks 4a., 4b., 4c.

4a. Calendar Year 2023 Annual Receipts of Company:

Maximum Monthly Receipts:

Total in-house workforce (number of personnel):

4b. Calendar Year 2024

Annual Receipts of Company:

Maximum Monthly Receipts:

Total in-house workforce (number of personnel):

4c. Calendar Year 2025

Annual Receipts of Company:

Maximum Monthly Receipts:

Total in-house workforce (number of personnel):

5. For current active contracts, projected revenue per year for Calendar Year 24: $____________ and Calendar Year 25: $_____________

6. State your current Line of Credit and your maximum line of credit

Current Line of Credit:

Maximum Line of Credit:

7. Describe how your firm has complied with FAR 52.219-14, Limitations on Subcontracting.

8. List Fixed Price Indefinite Delivery / Indefinite Quantity related contracts performed in last 3 yrs
Title:

Type of Work:

Client:

Contract Number:

Contract Ceiling Amt::

Contract Award Date:

Annual Revenues by Year:

Title:

Type of Work:

Client:

Contract Number:

Contract Ceiling Amt::

Contract Award Date:

Annual Revenues by Year:

Title:

Type of Work:

Client:

Contract Number:

Contract Ceiling Amt::

Contract Award Date:

Annual Revenues by Year:

Title:

Type of Work:

Client:

Contract Number:

Contract Ceiling Amt::

Contract Award Date:

Annual Revenues by Year:

9. Show company experience with resourcing and managing varying workloads of Marine Resource Services at multiple sites simultaneously worldwide. For representative projects performed simultaneously in the past three calendar years, list project name, location of site, associated cost, and a brief (1 paragraph) description in (9a-9c).

9a. Calendar Year 2023

9b. Calendar Year 2024

9c. Calendar Year 2025

10. Identify proposed key personnel. 3 personnel should be identified Information should identify education, prior projects and the person’s role in the project, and current employer.

Key Personnel
Responsibilities
Qualifications

11. Identify the number of prime contract personnel available for this project by discipline (list each person only once, by primary function):

___Palynologist ___Field Supervisor ___Global Positioning System Operator ___Administrative Assistant Support ___Botanist ___Field/Laboratory Technician ___Editor ___Field/Laboratory Assistant ___Research Assistant ___Principal Investigator ___Project Director ___Laboratory Director ___Electronic Graphics Specialist ___Acoustic Specialist ___Marine Biologist ___Scientific Diver ___Dive Supervisor ___Project Manager ___Boat Captain ___Geographic Information System Specialist

12. Provide description of five projects that have been completed in the last three years, in Hawaii or other areas in the Pacific (within the NAVFAC PACIFIC Area of Responsibility) that best demonstrate technical expertise in Marine Resource Services. Projects may include, but are not limited to, benthic and biological dive surveys, marine mitigation projects, hydrology study for marine resources, and underwater bio-acoustic analysis. Please provide location, level of effort, how any challenges to staffing and/or workload surge requirements were met, and an understanding of Federal, State, local, and overseas regulatory requirements

Contract Number:

Contract type:

Dollar value of project:

Dollar value of in-house work:

Dollar value of subcontracted laboratory work:

Date/duration of contract:

Size of project site:

Description of Marine Resource Services related work completed:

Contract Number:

Contract type:

Dollar value of project:

Dollar value of in-house work:

Dollar value of subcontracted laboratory work:

Date/duration of contract:

Size of project site:

Description of Marine Resource Services related work completed:

Contract Number:

Contract type:

Dollar value of project:

Dollar value of in-house work:

Dollar value of subcontracted laboratory work:

Date/duration of contract:

Size of project site:

Description of Marine Resource Services related work completed:

Contract Number:

Contract type:

Dollar value of project:

Dollar value of in-house work:

Dollar value of subcontracted laboratory work:

Date/duration of contract:

Size of project site:

Description of Marine Resource Services related work completed:

Contract Number:

Contract type:

Dollar value of project:

Dollar value of in-house work:

Dollar value of subcontracted laboratory work:

Date/duration of contract:

Size of project site:

Description of Marine Resource Services related work completed:

N62742-26-R-1804

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