Attachment 05. RFP Past Performance Questionnaire.pdf

International Boundary and Water Commission United States and Mexico United States Section

Past Performance Questionnaire Nogales IOI Rehabilitation Phases 4&5 Solicitation No. 191BWC22R0005

RETURN ALL QUESTIONNAIRES TO:

Carmella Speer

(915) 832-4120 Carmella.Speer@ibwc.gov mailto:Blanca.Ochoa@ibwc.gov

Solicitation 191BWC22R0005 Nogales IOI Rehabilitation Phases 4&5

Past Performance Questionnaire

Past Performance Questionnaire Note: Past performance information is required for each team member and each major subcontractor. The Offeror shall ensure that a Past Performance Questionnaire is completed for each project used to demonstrate experience and past performance ratings in Volume II. Relevant past performance information is defined as work of a similar nature to that shown in the Solicitation and accomplished during the past 10 years.

Questionnaires are to be completed by the contracting activity (e.g., owners, clients, and prime Contractors) responsible for the particular projects and furnished by the completing party directly to:

Carmella Speer Contracting Officer

(915) 832-4120 Carmella.Speer@ibwc.gov

Questionnaires provided by the Offeror will not be considered.

Notes for emailing:

• If using the form fields contained in this pdf, either sign the form electronically or scan

Respondent Information (Page 15 of 16) page at a minimum resolution of 300 dpi in color.

• If filling out the form by hand, please scan the whole document at a minimum resolution of 300 dpi in color.

• Only pages 4 through 15/16 need be returned.

Instructions for Completing Past Performance Questionnaire

A. Questions 1 through 11 on page 4 shall be completed by the Offeror. All other parts of the questionnaire shall be completed by companies or agencies who hired the Offeror. Offerors shall not fill out a questionnaire for themselves.

B. Indicate, based on the adjectives listed (using letter designation below), the Contractor’s performance on the identified program. Assessments should reflect only Contractor-liable performance. The following is a definition of the rating levels:

RATING DEFINITION NOTE

E (Exceptional)

Performance meets contractual requirements and exceeds many requirements to the benefit of the Government.

The contractual performance of the element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor were highly effective.

An exceptional rating is appropriate when the Contractor successfully performed multiple significant events that 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.

V (Very Good)

Performance meets contractual requirements and exceeds some requirements. The contractual performance of the element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor were effective.

A very good rating is appropriate when the Contractor successfully performed a significant event that was a benefit to the Government. There should have been no significant weaknesses identified.

S (Satisfactory)

Performance meets minimum contractual requirements.

The contractual performance of the element being assessed contains some minor problems for which corrective actions taken by the Contractor were, or appear to be, satisfactory.

A satisfactory rating is appropriate when there were only minor problems, or major problems that the Contractor recovered from without impact to the contract. There should have been no significant weaknesses identified.

M (Marginal)

Performance does not meet some contractual requirements. The contractual performance of the element being assessed reflects a serious problem for which the Contractor has not yet identified corrective actions or the Contractor’s proposed actions appear only marginally effective or were not fully implemented.

A marginal is appropriate when a significant event occurred that the Contractor had trouble overcoming which impacted the Government.

U (Unsatisfactory)

Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element being assessed contains serious problem(s) for which the Contractor’s corrective actions were, or appear to be, ineffective.

An unsatisfactory rating is appropriate when multiple significant events occurred that the Contractor had trouble overcoming and which impacted the Government. A singular problem, however could be of such serious magnitude that it alone constitutes an unsatisfactory rating.

N/A (Not

Applicable)

Self-explanatory. Use if you are unable to provide a rating for an area. Rating will be neither positive nor negative.

C. Please provide narrative explanations for your answers. Space for your narrative remarks is provided after each area. If more space is required, attach additional sheets.

D. In addition to completing the attached questionnaire for the identified program, please provide your comments on other programs for which your activity has contracts with this firm.

You are urged to supplement your own knowledge of the Contractor’s performance with the judgment of others in your organization.

OFFEROR COMPLETE THIS PAGE

OFFEROR

COMPLETE PAGES 4 AND 5

Offeror Teaming Details for Solicitation 191BWC22R0005 (must match Client Authorization Letter)

Name of Offeror Requesting Questionnaire: __________________________________________ Name of Prime Contractor for 191BWC22R0005 team: _________________________________ Offeror is: Prime Contractor

Subcontractor Vendor Other: ___________________________________________________

OFFEROR COMPLETE THIS PAGE

Business and Project Identification (This page to be completed by Offeror for project related to past performance)

1. Offeror's company name: ___________________________________________________

2. Project title: ___________________________________________________________

3. Project/Contract number: ___________________________________________________

4. Description of the project: __________________________________________________

5. Period of performance: ____________________________________________________

a. Original scheduled completion date: ____________________________________

b. Current or actual completion date: ______________________________________

c. Number of times it changed: __________________________________________

d. Primary causes of changes: ___________________________________________

e. If not complete, percentage of completion: _______________________________

6. Was Offeror prime Contractor, subcontractor, or vendor: _________________________*

7. Percentage of work physically performed by Offeror: ____________________________

8. Total project dollar value (prime contract value): ________________________________

9. Offeror's original contract dollar value: ________________________________________

a. Current or actual value at time of completion: ____________________________

b. Number of times it changed: __________________________________________

c. Primary causes of changes: ___________________________________________

10. Location of project: _______________________________________________________

11. Specific role of Offeror and persons/organization identified as participants in the project (please provide work task(s) performed and provide name, project role, and telephone number for each participant):

* Prime Contractor indicates that the Offeror held the contract. Subcontractor indicates that the Offeror provided services (designs, construction, surveying, testing, etc.) for the prime. Vendor indicates that the Offeror provided supplies, materials, equipment, etc. for the prime or a subcontractor.

REVIEWER COMPLETE THIS PAGE

REVIEWER/RESPONDENT

COMPLETE PAGES 7 THROUGH 16

REVIEWER COMPLETE THIS PAGE

Description of Contract (This and all additional pages to be completed by Reviewer/Respondent)

What function did the Contractor fill on this project? (Check all that apply)

Construction Architect-Engineer

Construction Management (CM) Vendor

Design-Build Other:

How was the Contract awarded? (Check all that apply)

Sealed Bid 8(a) Direct Award

Competitive Sole Source

Negotiated Small Business Set Aside

Task Order/Delivery Order Other:

How was the Contract paid? (Check all that apply)

Unit Price Line Items Time and Materials

Lump Sum Line Items Cost Plus

Lump Sum Contract Other:

Yes No N/A

1. Do you agree with the Contractor's response to 5.d. on page 5?

2. Do you agree with the Contractor's response to 9.d. on page 5?

Please provide additional information to any “no” answers.

REVIEWER COMPLETE THIS PAGE

Complexity of Project

What was the complexity of project being reviewed: ___________________________________ For example: highly complex - multiple construction disciplines with a short time frame moderately complex - simpler construction with one or two difficult areas average - one or two construction disciplines with no problems simple - straight forward construction with nothing out of the average

Please indicate items that the Contractor performed as part of this project.

'Performed' indicates that items were constructed by Contractor, designed by Contractor, inspected by Contractor, or supplied by Contractor, depending upon role indicated on Page 5.

Type of Work Performed Sewer line piping installation

Utility excavation

Compacted backfill

Trenching

Cured-in-Place-Piping (CIPP)

Manhole rehabilitation

Installation of sanitary sewer manholes Diversion of water within waterway/channel

Video inspection of sewer lines

Sewage flow management/bypassing

Stormwater control

REVIEWER COMPLETE THIS PAGE

Evaluation of Contractor's Performance

Ratings: E = Exceptional V = Very Good S = Satisfactory M = Marginal U = Unsatisfactory N/A = Not Applicable See page 3 for complete rating descriptions.

Quality Quality E V S M U N/A

1. Overall quality of the project.

2. Key management/design/construction personnel qualifications to perform the requirements of project.

3. Quality of the subcontractor’s work.

4. Accuracy of the record keeping procedure and the ability to prepare accurate reports.

5. Procedures that ensured that the level of quality remains constant throughout the project.

6. Contractor's quality program in identifying, correcting, and preventing initial and recurring discrepancies.

7. Contractor's quality control manager was onsite during project work.

Comments: ____________________________________________________________________

Timeliness Timeliness E V S M U N/A

1. Timeliness in completing the project.

2. Meeting program schedule and monitoring critical milestones.

3. Timeliness in completing reports.

4. Provided a process for timely responses to requests for modifications.

5. Timeliness in providing all project documents.

Comments: ____________________________________________________________________

REVIEWER COMPLETE THIS PAGE

Ratings: E = Exceptional V = Very Good S = Satisfactory M = Marginal U = Unsatisfactory N/A = Not Applicable See page 3 for complete rating descriptions.

Cost Controls Cost Control E V S M U N/A

1. Provided good products/materials, considering the price paid for the items.

2. Demonstrated financial stability during the project performance period.

3. Demonstrated reasonableness of proposed modification costs.

Comments: ____________________________________________________________________

Business Relationships Business Relationships E V S M U N/A

1. Cooperation in solving problems.

2. A good relationship with technical personnel.

3. A good relationship with contracting office personnel.

4. A good relationship with subcontractors.

5. Compliance with the terms of the contract.

Comments: ____________________________________________________________________

Customer Satisfaction Customer Satisfaction Yes No N/A

1. You, as the end user, were satisfied with the services performed.

2. You would be their advocate for future work.

REVIEWER COMPLETE THIS PAGE

Ratings: E = Exceptional V = Very Good S = Satisfactory M = Marginal U = Unsatisfactory N/A = Not Applicable See page 3 for complete rating descriptions.

Management Management E V S M U N/A

1. Adequate, qualified overall project management.

2. Site supervisor understood project scope and work.

3. Management kept crews busy, materials on site, and equipment in working order.

4. Contractor's ability to manage subcontractors.

5. Site supervisor was onsite during project work.

Comments: ____________________________________________________________________

Technical Technical E V S M U N/A

1. Met the general and detailed design specifications requirements.

2. Ensured the technical data and details submitted were acceptable.

3. Submittals were well researched and clearly identified the proposed item.

Comments: ____________________________________________________________________

Environmental Environmental E V S M U N/A

1. Met the general environmental requirements.

2. Adequacy of Contractor's environmental program, oversight, compliance, and management.

3. Contractor promoted environmental awareness.

REVIEWER COMPLETE THIS PAGE

Ratings: E = Exceptional V = Very Good S = Satisfactory M = Marginal U = Unsatisfactory N/A = Not Applicable See page 3 for complete rating descriptions.

Design and Construction Construction E V S M U N/A

1. Your satisfaction with the methods of construction.

2. The promptness and quality of completion of punch list items.

3. Your satisfaction with the response to warranty calls.

4. General housekeeping and site upkeep.

Comments: ____________________________________________________________________

Safety Safety E V S M U N/A

1. Offeror maintained the site in a safe manner.

2. There was a comprehensive safety plan in place that was enforced.

3. Any unsafe work methods, materials, or employees were removed or changed immediately.

4. Employees viewed safety equipment as a necessity.

5. Contractor promoted safety awareness.

Safety Yes No N/A

6. Were there any injuries on this project?

7. Were there any accidents on this project?

Please provide additional information to any “yes” answers.

Comments: ____________________________________________________________________

REVIEWER COMPLETE THIS PAGE

Ratings: E = Exceptional V = Very Good S = Satisfactory M = Marginal U = Unsatisfactory N/A = Not Applicable See page 3 for complete rating descriptions.

Financial Management Financial Management Yes No N/A

1. Were there any instances where subcontractors were not paid?

2. Were any liens placed against the project?

3. To your knowledge, have any key personnel associated with this Offeror been indicted on any criminal charges within the past 10 years?

4. Did any submitted payrolls fail to meet minimum wage rates?

5. Did employees complain about not being paid?

Please provide additional information to any “yes” answers.

Comments: ____________________________________________________________________

General Information General Information Yes No N/A

1. Has this Offeror demonstrated capability to work independently and without significant customer oversight?

2. Given a choice, would you use this Offeror again?

Comments: ____________________________________________________________________

REVIEWER COMPLETE THIS PAGE

Ratings: E = Exceptional V = Very Good S = Satisfactory M = Marginal U = Unsatisfactory N/A = Not Applicable See page 3 for complete rating descriptions.

Project Specific Questions Coordination Required Yes No N/A

1. Did project involve work within multiple rights-of-way and/or properties?

2. Did project involve coordination with multiple stakeholders? (For example, property owners and different government entities)

Coordination E V S M U N/A

1. Coordination with stakeholders and adjacent property owners.

2. Scheduling of work with affected stakeholders.

3. Compliance with requirements from other government entities (local/state/federal) and work within their ROW.

REVIEWER COMPLETE THIS PAGE

Respondent Information

The following information will assist with the analysis of the data.

This information will be kept CONFIDENTIAL and will not be released to Contractor.

Name (please print): _____________________________________________________________

Signature: _____________________________________________________________________

Agency/company: ______________________________________________________________

Address: ______________________________________________________________________

Address: ______________________________________________________________________

Address: ______________________________________________________________________

Work phone number: ____________________________________________________________

Email address: __________________________________________________________________

Your role relative to the project/contract: ____________________________________________ (e.g., Contracting Officer, Inspector, Contract Administration, Buyer, Quality Assurance Evaluator, Other - explain)

Length of involvement in project/contract: ___________________________________________

Date the questionnaire was completed: ______________________________________________

Do you know anyone else who can provide information regarding this Offeror’s performance?

Name: Phone:

Name: Phone:

Name: Phone:

Project Owner Information (Provide information if the Respondent is not the project owner)

Agency/company: ______________________________________________________________

Address: ______________________________________________________________________

Address: ______________________________________________________________________

Work phone number: ____________________________________________________________

THANK YOU FOR COMPLETING THIS QUESTIONNAIRE.

REVIEWER COMPLETE THIS PAGE

Additional Remarks Use additional pages if necessary.