A05 75H70124R00027 Amendment A00001.pdf

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended. is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER

NUMBER IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

Previous edition unusable

A00001

KELLY J. BRITTON

Project: PH21EK01C7, Relocate and Install two (2) existing Elko Mobile Units

Amendment A00001 is issued to provide responses to Pre-Proposal Inquiries 1 to 3, make revisions to clauses H.8 Key Personnel and L.11. General Instructions and to replace Attachment J06 PPQ.

SEE CONTINUATION PAGES

Indian Health Service Division of Engineering Services (DES) - Seattle 701 5th Ave, Suite 1600 Seattle, WA 98104

See Block 6

75H701-24-R-00027

PH21EK01C7

1 13

05/20/2024

05/13/2024

Amendment of Solicitation Amendment A00001 under Solicitation 75H701-24-R-00027 Project PH21EK01C7, Relocate and Install two (2) existing Elko Mobile Units

SUMMARY OF CHANGES

1. The purpose of Amendment A00001 is to incorporate the following changes:

a. Pre-Proposal Inquiries, 1 - 3, dated May 20, 2024, 1 page

b. Clause H.8. Key Personnel, replace paragraph (a) to read as follows:

“(a) Certain experienced professional and/or technical personnel are essential for successful accomplishment of the work to be performed under this contract. Such personnel are defined as "Key Personnel." The contractor agrees that such personnel shall not be removed from the contract work or replaced without compliance with the following:”

c. Clause L.11. General Instructions, replace (1) VOLUME I - TECHNICAL PROPOSAL changes as follows:

i. Paragraph (a) (iii) is changed to correct the number of pages as follows:

(iii) The technical proposal must be legible and not exceed 10 pages, single-sided, exclusive of Factor 2 submission, which includes past performance questionnaires and/or CPARS. Any pages in excess of 10 will be disregarded, and will not be included in the proposal evaluation. Failure of the offeror to comply with the page limitations, resulting in the excess pages not being evaluated, shall not constitute grounds for a protest.

ii. Factor 1, paragraph (d) is added as follows:

(d) If using subcontractors for specialized experience, offerors may use no more than 2 projects from subcontractors. The requirements in L.11. General Instructions

(1) VOLUME I - TECHNICAL PROPOSAL paragraph (a)(iv), above, apply to subcontractors and therefore, if an Offeror is utilizing experience or past performance information from any entity that does not match the name, CAGE code, and / or Unique Entity ID (UEI) of the Offeror exactly as stated on the SF 1442 (e.g. affiliates, subsidiaries, parent companies, sister companies, etc.) the proposal shall clearly demonstrate how that entity will have meaningful involvement in the performance of the contract and specifically address which resources are being committed to the contract.

iii. FACTOR 2: Past Performance paragraph (g) is hereby deleted.

2. Clause L.11. General Instructions is hereby replaced with the attached Clause L.11. General Instructions, incorporating the changes above.

3. Attachment J06 Past Performance Questionnaire is replaced with the attached Attachment J06 Past Performance Questionnaire (Amendment A00001).

4. All other terms and conditions of this solicitation remain unchanged.

END OF SUMMARY OF CHANGES

Project PH21EK01C7, Relocate and Install two (2) existing Elko Mobile Units

INDIAN HEALTH SERVICE

DIVISION OF ENGINEERING SERVICE

PRE-PROPOSAL INQUIRIES

Solicitation 75H701-24-R-00027

PROJECT:

Relocate and Install two (2) existing Elko Mobile Units

LOCATION: Elko, NV

PROJECT NO: PH21EK01C7

DOCUMENT OWNER: Kelly Britton PHONE: 602-364-5081 DOCUMENTS:

DATE: 5/20/2024 DEPARTMENT: IHS/PAO/DFE

Item No.

Reference Drawing, Spec, Page COMMENTS POC IHS Approved Response

Amendment A00001 dated 05/20/2024

1. L.11.

General Instructions

Can specialized experience of subcontractors be used to satisfy the requirements of Factor 1 and Factor 2, or is the offeror limited to their own experience or the experience of affiliates, subsidiaries, parent companies, and/or sister companies?

a. Yes, offerors can use specialized experience of the prime and subcontractors to satisfy the requirements of Factor 1 and Factor 2.

b. Reference Amendment A00001 - L.11. General Instructions, Factor 1, paragraph (d) is added as follows:

(d) If using subcontractors for specialized experience, offerors may use no more than 2 projects from subcontractors. The requirements in L.11. General Instructions (1) VOLUME I - TECHNICAL PROPOSAL paragraph (a)(iv), above, apply to subcontractors and therefore, if an Offeror is utilizing experience or past performance information from any entity that does not match the name, CAGE code, and / or Unique Entity ID (UEI) of the Offeror exactly as stated on the SF 1442 (e.g. affiliates, subsidiaries, parent companies, sister companies, etc.) the proposal shall clearly demonstrate how that entity will have meaningful involvement in the performance of the contract and specifically address which resources are being committed to the contract.

Project PH21EK01C7, Relocate and Install two (2) existing Elko Mobile Units

INDIAN HEALTH SERVICE

DIVISION OF ENGINEERING SERVICE

PRE-PROPOSAL INQUIRIES

Solicitation 75H701-24-R-00027

PROJECT:

Relocate and Install two (2) existing Elko Mobile Units

LOCATION: Elko, NV

PROJECT NO: PH21EK01C7

DOCUMENT OWNER: Kelly Britton PHONE: 602-364-5081 DOCUMENTS:

DATE: 5/20/2024 DEPARTMENT: IHS/PAO/DFE

Item No.

Reference Drawing, Spec, Page COMMENTS POC IHS Approved Response

c. Reference Amendment A00001 - L.11. General Instructions, Factor 2, paragraph g. is deleted.

2. L.11.

General Instructions

Section L.11, p50 of 77, paragraph iii states, “The technical proposal must be legible and not exceed fifteen (10) pages, single sided, exclusive of Factor 2 submission, which includes past performance questionnaires and/or CPARS.

a. Is this section limited to ten pages or fifteen pages?

This section page limit is 10 pages.

See Amendment A00001 for changes to L.11, (a)(iii)

3. H.8. Key Personnel

Section H.8, p16 of 57 paragraph a. states, “Certain experienced professional and/or technical personnel are essential for successful accomplishment of the work to be performed under this contract.

Such personnel are defined as ‘Key Personnel’ and are those persons whose resumes were submitted for evaluation of the proposal.” Paragraph b. states, “The following positions are identified as Key Personnel: (1) Project Manager, (2) Superintendent and the (3) Safety Officer.”

b. Are personnel resumes for the three identified positions considered Key Personnel to be included in Volume 1 – Technical Proposal?

No, Key Personnel is not an evaluation factor on this solicitation. Clause H.8. Key Personnel, is revised to remove the reference to evaluation of the proposal.

Replace paragraph (a) to read as follows:

“(a) Certain experienced professional and/or technical personnel are essential for successful accomplishment of the work to be performed under this contract. Such personnel are defined as "Key Personnel" and are those persons whose resumes were submitted for evaluation of the proposal. The contractor agrees that such personnel shall not be removed from the contract work or replaced without compliance with the following:”

See Amendment A00001 for changes to H.8.

Solicitation 75H701-24-R-00027 PH21EK01C7, Relocate and Install two (2) existing Elko Mobile Units

L.11. GENERAL INSTRUCTIONS

Proposals are expected to conform to solicitation provisions and be prepared in accordance with this section. To aid in evaluation, the proposal shall be clearly and concisely written, neatly presented, indexed (cross-indexed as appropriate), and logically assembled. All pages of each part shall be appropriately numbered and identified with the name of the offeror, the date of the offer, and the solicitation number. Each volume shall be clearly marked by volume number and title.

(1) VOLUME I - TECHNICAL PROPOSAL

(a). General.

(i) Volume I, Technical Proposal, consists of the offeror's proposal delineating its capabilities and how it intends to perform contract requirements. The Technical proposal will be evaluated in accordance with the criteria contained in Section M.

(ii) In order that the technical proposal may be evaluated strictly on the merit of the material submitted, no contractual price information is to be included in Volume I.

However, the type and quantity of labor and materials is to be included in the Technical Proposal, without any associated cost information.

(iii) The technical proposal must be legible and not exceed 10 pages, single-sided, exclusive of Factor 2 submission, which includes past performance questionnaires and/or CPARS. Any pages in excess of 10 will be disregarded, and will not be included in the proposal evaluation. Failure of the offeror to comply with the page limitations, resulting in the excess pages not being evaluated, shall not constitute grounds for a protest.

If a teaming arrangement or joint venture is being proposed, a copy of the teaming or joint venture agreement(s) shall be included in the technical proposal. These agreements shall not count towards this factor’s page limitation.

(iv) If an Offeror is utilizing experience or past performance information from any entity that does not match the name, CAGE code, and / or Unique Entity ID (UEI) of the Offeror exactly as stated on the SF 1442 (e.g. affiliates, subsidiaries, parent companies, sister companies, etc.) the proposal shall clearly demonstrate how that entity will have meaningful involvement in the performance of the contract and specifically address which resources are being committed to the contract. Failure to comply with this requirement or failure to adequately demonstrate meaningful involvement and commitment of resources on behalf of that entity may result in that experience and past performance information to be considered not relevant and may result in lower ratings. This explanation shall be provided in paragraph (h) of Attachment J05, Company Specialized Experience Form, as applicable for each project.

(b). Format and Content. Volume I, Technical Proposal, shall include the following contents:

(i) Table of Contents

(ii) List of Tables and Figures

(iii) Summary of Technical Proposal

(iv) Technical Proposal (Evaluation Factors 1 & 2)

(c). Evaluation Factors to be addressed:

FACTOR 1: Specialized Experience:

Submittal Requirements: The offerors shall exhibit a comprehensive and complete technical proposal that demonstrates their ability to perform the work described in this solicitation and demonstrate a minimum of five (5) years’ of experience doing work of similar scope and complexity by submitting at least three (3) but no more than five (5) relevant projects that are of similar size, scope and complexity as described in this solicitation that must be at least 75% construction progress complete or completed within six (6) years preceding the date proposals are due.

(a). Experience will be evaluated based on the Offeror’s demonstration of similar, relevant, and recent projects within the broad scope of this solicitation for services as described in this solicitation. For the purposes of this factor, “Relevant” is defined as mobile unit relocation and installation that includes multiple trades such as site earthwork, site utilities, concrete work, plumbing, electrical and telecommunication trades required for successful completion and execution. Projects that are similar in size, scope and complexity to the requirements described in this solicitation will be highly scrutinized. “Recent” is defined as being at least 75 % construction progress complete or completed within six (6) years preceding the date proposals are due.

(b). Attachment J05, Company Specialized Experience Construction Form is provided as a reference for information that shall be included with each project. This form is not required, but each project shall include at least all information on this form (e.g., name, project name, location of project, type of project, owner, scope, firm’s role, cost, subcontracts, dates, reference contact information, etc.).

(c). If any experience will be used for evaluation of other than the prime firm, (e.g. affiliates, subsidiaries, parent companies, sister companies, etc.), a teaming arrangement shall be provided. If this is the case, clearly describe any teaming arrangements, describe which firms, firms’ resources, the relative firms’ roles and responsibilities and any contractual arrangements that have been established to constitute the offeror’s team. A teaming agreement is not required for subcontractors. If the Offeror is a Joint Venture (JV), relevant experience should be submitted by that JV entity. If the JV does not have shared experience, projects shall be submitted for each JV partner relevant to their overall JV partnership. Offerors who fail to submit experience for all JV partners may be evaluated as

“UNACCEPTABLE.”

(d). If using subcontractors for specialized experience, offerors may use no more than 2 projects from subcontractors. The requirements in L.11. General Instructions (1) VOLUME I

- TECHNICAL PROPOSAL paragraph (a)(iv), above, apply to subcontractors and therefore, if an Offeror is utilizing experience or past performance information from any entity that does not match the name, CAGE code, and / or Unique Entity ID (UEI) of the Offeror exactly as stated on the SF 1442 (e.g. affiliates, subsidiaries, parent companies, sister companies, etc.) the proposal shall clearly demonstrate how that entity will have meaningful involvement in the performance of the contract and specifically address which resources are being committed to the contract.

(e). If any of the information required is not included in the proposal, then the contractor may be considered non-responsive and evaluated as “UNACCEPTABLE.”

FACTOR 2: Past Performance

Submittal Requirements: Past performance will be evaluated using the Contractor Performance Assessment Reporting System (CPARS). Offers should submit copies of their CPARS ratings for all projects submitted under Factor 1 - Specialized Experience or if no relevant past performance history is available for your submitted projects in CPARS, you may choose to utilize the attached Past Performance Questionnaire (PPQ) (Section J, Attachment J06) which will be used for evaluation.

(a). The Government will only evaluate up to five (5) CPARS/PPQs for the prime contractor and/or JV entity. Government databases may be checked and previous customers and/or evaluators may be contacted as references or verification of performance. All performance ratings will be considered for all submitted CPARS/PPQs. The Government reserves the right to evaluate past performance information on proposals submitted in response to this solicitation from any available source.

(b). All projects submitted on a Past Performance Questionnaire (PPQ) must be at least 75% construction progress complete or completed within six (6) years preceding the date proposals are due.

(c). The PPQ (Section J, Attachment J06) is provided so that Offerors may submit to the client for each project submitted in Factor 1, Specialized Experience, if such information is not provided in CPARS. Do not submit PPQs for projects that are not also submitted in Factor 1, Specialized Experience. Ensure correct phone numbers and email addresses are provided for the client point of contact. Completed PPQs should be submitted with your proposal, but are not required. Offerors should follow-up with clients/references to ensure timely submittal of questionnaires. If the client requests, questionnaires may be submitted directly to the Government’s point of contact, Kelly.britton@ihs.gov, via email prior to proposal closing date. Offerors shall not include nor incorporate by reference into their proposal PPQs previously submitted for other RFPs. This does not preclude the Government from utilizing previously submitted PPQ information in the past performance evaluation. While the Government may elect to consider data from any and all other sources, the burden of providing detailed, current, accurate and complete past performance information rests with the Offeror.

(d). Offerors may provide any information on problems encountered and the corrective actions taken on projects submitted under Factor 1, Specialized Experience. Offerors may also address any adverse past performance issues. Explanations shall not exceed two (2) double-sided pages (or four (4) single-sided pages) in total.

(e). The Government reserves the right to contact references for verification or additional information. The Government’s inability to contact any of the Offeror’s references or the references unwillingness to provide the information requested may affect the Government’s evaluation of this factor.

(f). Performance awards or additional information submitted will not be considered.

mailto:Kelly.britton@ihs.gov

VOLUME II – PRICE PROPOSAL

FACTOR 3: Price:

Submittal Requirements:

(a). A cover letter that shall include:

(i) The Solicitation number;

(ii) The name, addresses, telephone numbers, and e-mail addresses of the offeror.

(iii) SAM Unique Entity Identifier (UEI) and Cage code

(iv) Names, titles, phone numbers, and e-mail addresses of persons authorized to negotiate on the Offeror’s behalf with the Government in connection with this solicitation, and;

(v) Name, title, and signature of person authorized to sign the proposal.

(b). FACTOR 3: Price Proposal: The proposal shall be a Firm Fixed price proposal for the items listed above in Section B and the following shall be submitted as part of the Price Submittal:

(i) The Proposal Form (Standard Form 1442), Page 2, Blocks 14-20c, is to be filled out and executed fully. Any and all solicitation amendments require acknowledgement in Block 19 of the SF1442.

(ii) Offerors shall complete Section B, B.1 Price Schedule for CLIN 0001. All proposal pricing information submitted by Offerors is for the exclusive use of the Government.

(iii) A copy of the Bid Bond (see I.2. FAR 52.228-1 Bid Guarantee). A scanned copy is acceptable. Form can be found on the GSA website at:

https://www.gsa.gov/forms-library/bid-bond

(iv) Fully complete and submit Attachment J03, Self-Performance Calculation Sheet in accordance with FAR 52.219-14, Limitations On Subcontracting.

By submission of an offer and execution of a contract, the Offeror/Contractor agrees that in performance of the contract in the case of a contract for General construction. The concern will perform at least 15 percent of the cost of the contract, not including the cost of materials, with its own employees.

Price proposals must adhere to the pricing structure established in Section B, Price Schedule.

Each Offeror’s price proposal must be based on the Offeror’s own technical proposal, the Government’s specifications, and be inclusive of all other contractual requirements.

https://www.gsa.gov/forms-library/bid-bond

Attachment J06. Past Performance Questionnaire (PPQ) Form PPQ (Amendment A00001)

Volume I – Factor 2 – Past Performance

FOR OFFICIAL USE ONLY, SOURCE SELECTION INFORMATION (FAR 3.104)

Response to Solicitation 75H701-24-R-00027

(Cover page not required in submission)

ATTACHMENT J06 SOLICITATION 75H701-24-R-00027

COMPANY EXPERIENCE FORM (PAST PERFORMANCE)

PAST PERFORMANCE QUESTIONNAIRE (Form PPQ-0) CONTRACT INFORMATION (Contractor to complete Blocks 1-4)

1. Contractor Information Firm Name: CAGE Code:

Address: DUNs Number:

Phone Number:

Email Address:

Point of Contact: Contact Phone Number:

2. Work Performed as: Prime Contractor Sub Contractor Joint Venture Other (Explain) Percent of project work performed:

If subcontractor, who was the prime (Name/Phone #):

3. Contract Information Contract Number:

Delivery/Task Order Number (if applicable):

Contract Type: Firm Fixed Price Cost Reimbursement Other (Please specify):

Contract Title:

Contract Location:

Award Date (mm/dd/yy):

Contract Completion Date (mm/dd/yy):

Actual Completion Date (mm/dd/yy):

Explain Differences:

Original Contract Price (Award Amount):

Final Contract Price (to include all modifications, if applicable):

Explain Differences:

4. Project Description:

Complexity of Work High Med Routine How is this project relevant to project of submission? (Please provide details such as similar equipment, requirements, conditions, etc.)

CLIENT INFORMATION (Client to complete Blocks 5-8)

5. Client Information Name:

Title:

Phone Number:

Email Address:

6. Describe the client’s role in the project:

7. Date Questionnaire was completed (mm/dd/yy):

8. Client’s Signature:

NOTE: IHS DES REQUESTS THAT THE CLIENT COMPLETES THIS QUESTIONNAIRE AND SUBMITS DIRECTLY BACK TO THE OFFEROR. THE OFFEROR WILL SUBMIT THE COMPLETED QUESTIONNAIRE TO IHS WITH THEIR PROPOSAL, AND MAY DUPLICATE THIS QUESTIONNAIRE FOR FUTURE SUBMISSION ON IHS SOLICITATIONS.

CLIENTS ARE HIGHLY ENCOURAGED TO SUBMIT QUESTIONNAIRES DIRECTLY TO THE OFFEROR.

HOWEVER, QUESTIONNAIRES MAY BE SUBMITTED DIRECTLY TO IHS. PLEASE CONTACT THE OFFEROR

FOR IHS POC INFORMATION. THE GOVERNMENT RESERVES THE RIGHT TO VERIFY ANY AND ALL

INFORMATION ON THIS FORM.

ADJECTIVE RATINGS AND DEFINITIONS TO BE USED TO BEST REFLECT

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE

RATING DEFINITION NOTE

(E) Exceptional Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with few minor problems for which corrective actions taken by the contractor were highly effective.

To justify an Exceptional rating, identify multiple significant events and state how they were of benefit to the Government. A singular benefit, however, could be of such magnitude that it alone constitutes an Exceptional rating. Also, there should have been NO significant weaknesses identified.

(VG) Very Good Performance meets contractual requirements and exceeds some to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

To justify a Very Good rating, identify a significant event and state how it was a benefit to the Government. There should have been no significant weaknesses identified.

(S) Satisfactory Performance meets contractual requirements.

The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

To justify a Satisfactory rating, there should have been only minor problems, or major problems the contractor recovered from without impact to the contract/order. There should have been NO significant weaknesses identified. A fundamental principle of assigning ratings is that contractors will not be evaluated with a rating lower than Satisfactory solely for not performing beyond the requirements of the contract/order.

(M) Marginal Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being evaluated reflects a serious problem for which the contractor has not yet identified corrective actions. The contractor’s proposed actions appear only marginally effective or were not fully implemented.

To justify Marginal performance, identify a significant event in each category that the contractor had trouble overcoming and state how it impacted the Government. A Marginal rating should be supported by referencing the management tool that notified the contractor of the contractual deficiency (e.g., management, quality, safety, or environmental deficiency report or letter).

(U) Unsatisfactory Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains a serious problem(s) for which the contractor’s corrective actions appear or were ineffective.

To justify an Unsatisfactory rating, identify multiple significant events in each category that the contractor had trouble overcoming and state how it impacted the Government. A singular problem, however, could be of such serious magnitude that it alone constitutes an unsatisfactory rating. An Unsatisfactory rating should be supported by referencing the management tools used to notify the contractor of the contractual deficiencies (e.g., management, quality, safety, or environmental deficiency reports, or letters).

(N) Not Applicable No information or did not apply to your contract

Rating will be neither positive nor negative.

TO BE COMPLETED BY CLIENT

PLEASE CIRCLE THE ADJECTIVE RATING WHICH BEST REFLECTS

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE.

1. QUALITY:

a) Quality of technical data/report preparation efforts E VG S M U N

b) Ability to meet quality standards specified for technical performance E VG S M U N

c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance E VG S M U N

d) Adequacy/effectiveness of quality control program and adherence to contract quality assurance requirements (without adverse effect on performance)

E VG S M U N

2. SCHEDULE/TIMELINESS OF PERFORMANCE:

a) Compliance with contract delivery/completion schedules including any significant intermediate milestones. (If liquidated damages were assessed or the schedule was not met, please address below)

E VG S M U N

b) Rate the contractor’s use of available resources to accomplish tasks identified in the contract E VG S M U N

3. CUSTOMER SATISFACTION:

a) To what extent were the end users satisfied with the project? E VG S M U N

b) Contractor was reasonable and cooperative in dealing with your staff (including the ability to successfully resolve disagreements/disputes;

responsiveness to administrative reports, businesslike and communication)

E VG S M U N

c) To what extent was the contractor cooperative, businesslike, and concerned with the interests of the customer? E VG S M U N

d) Overall customer satisfaction E VG S M U N

4. MANAGEMENT/ PERSONNEL/LABOR

a) Effectiveness of on-site management, including management of subcontractors, suppliers, materials, and/or labor force? E VG S M U N

b) Ability to hire, apply, and retain a qualified workforce to this effort E VG S M U N

c) Government Property Control E VG S M U N

d) Knowledge/expertise demonstrated by contractor personnel E VG S M U N

e) Utilization of Small Business concerns E VG S M U N

f) Ability to simultaneously manage multiple projects with multiple disciplines E VG S M U N

g) Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes E VG S M U N

h) Effectiveness of overall management (including ability to effectively lead, manage and control the program) E VG S M U N

5. COST/FINANCIAL MANAGEMENT

a) Ability to meet the terms and conditions within the contractually agreed price(s)? E VG S M U N

b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client E VG S M U N

c) If this is/was a Government cost type contract, please rate the Contractor’s E VG S M U N timeliness and accuracy in submitting monthly invoices with appropriate back-up documentation, monthly status reports/budget variance reports, compliance with established budgets and avoidance of significant and/or unexplained variances (under runs or overruns)

d) Is the Contractor’s accounting system adequate for management and tracking of costs? If no, please explain in Remarks section. Yes No

e) If this is/was a Government contract, has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations? Indicate if show cause or cure notices were issued, or any default action in comment section below.

Yes No

f) Have there been any indications that the contractor has had any financial problems? If yes, please explain below. Yes No

6. SAFETY/SECURITY

a) To what extent was the contractor able to maintain an environment of safety, adhere to its approved safety plan, and respond to safety issues?

(Includes: following the users rules, regulations, and requirements regarding housekeeping, safety, correction of noted deficiencies, etc.)

E VG S M U N

b) Contractor complied with all security requirements for the project and personnel security requirements. E VG S M U N

7. GENERAL

a) Ability to successfully respond to emergency and/or surge situations (including notifying COR, PM or Contracting Officer in a timely manner regarding urgent contractual issues).

E VG S M U N

b) Compliance with contractual terms/provisions (explain if specific issues) E VG S M U N

c) Would you hire or work with this firm again? (If no, please explain below) Yes No

d) In summary, provide an overall rating for the work performed by this contractor. E VG S M U N

Please provide responses to the questions above (if applicable) and/or additional remarks.

Furthermore, please provide a brief narrative addressing specific strengths, weaknesses, deficiencies, or other comments which may assist our office in evaluating performance risk (please attach additional pages if necessary):