DRFP Attachment 7 L-1 PPI Tool Instructions.pdf

Facility Exhaust System

FA9101-25-R-B001

Attachment 7, L-1

Past Performance Information (PPI) Tool Instructions

Offerors must use the PPI Tool in order to electronically submit the PPI portion of the Past

Performance Volume in accordance with the RFP.

Requesting and receiving the PPI Tool (Microsoft Access database)

The PPI Tool can be received by sending an email request to the Procuring Contracting Officer

(PCO) at haley.smith.10@us.af.mil. Once you receive the PPI Tool via email, save it to your

Computer. Name the file as the contractor name + RFP number + file extension (e.g.

XYZCompanyFA861710R6158.accdb).

Note: PPI Tools saved in Microsoft Office versions 2007 and greater will be saved with

“.accdb” file extension.

Entering information in the PPI Tool

After selecting and saving the tool, enter information by performing the following steps:

1. Open the saved PPI Tool.

2. Select the “Options” button from the “Security Warning” banner, if applicable

3. The “Security Alert” pop-up screen displays.

Figure 1: Security Alert Pop-up

Note:

• Files saved using Microsoft Office 2010 will have the “Enable Content” button on the

“Security Warning” banner and therefore will not get a Security Alert pop-up.

• If a "read only" file is opened, in order to populate data in the file, click "Save As" in the

"Read-Only" message bar. Enter the filename as the contractor name + RFP number + file extension (e.g. XYZCompanyFA861710R6158.accdb).

4. Select the radio button “Enable this content” and then click “OK.” A setup pop-up screen displays.

DRAFT

Attachment 7, L-1

Figure 2: Setup Pop-Up

5. Select the “Start” button. The “Application Setup” screen displays.

Figure 3: Application Setup Screen

Note: Once the Offeror’s Name and RFP Number have been entered they can be edited by selecting the “Edit Offeror And RFP Number” button from the “Contractor’s Menu”

6. Enter the Offeror’s Name and RFP Number and then click the “Next” button. The application setup continues.

Figure 4: Continue the Application Setup

7. Select the radio button next to “The Offeror Prime will be entering Past Performance data for all subcontractors” option and then click the “Next” button. Then “Contractor’s Menu” displays. Subcontracting and/or teaming will not be evaluated on this contract effort;

however for the purpose of this tool, this option shall be selected in order for each Offeror to enter appropriate data.DRAFT

Attachment 7, L-1

Figure 5: Contractor’s Menu

8. Click the “Step 1: Set up Business Relationships” button to create a business relationship before proceeding throughout the PPI Tool. Identify the prime organization for the proposed SBEAS acquisition. The “Business Relationships” screen displays.

Figure 6: Business Relationships

9. Click the “New” button to create a business relationship for the proposed acquisition. An additional “Business Relationships” screen displays.DRAFT

Attachment 7, L-1

Figure 7: Enter New Business Relationship

10. Complete the fields as follows:

• Contractor’s Name: Self-explanatory

• Role in Proposed Acquisition: Select “Prime”

• Place of Work: Enter “Gunter”

• Percentage of Work: Enter “100 %”

• Responsibilities: Type “N/A”

11. Select one of the buttons at the bottom of the screen.

• Add – Saves the current business relationship.

• Close – Cancels the current business relationship without saving.

Note: In order to edit or delete an existing business relationship in the list, double-click on it.

12. Select the “Close” button on the “Business Relationships” screen after the business relationship has been added.

13. Click the “Step 2: Enter Past Performance Information (PPI)” button to enter the Past Performance Information. The “Past

Performance” screen displays.

Figure 8: Past Performance

14. Click the “New” button to enter Past Performance Information. An additional “Past

Performance” screen displays.

Attachment 7, L-1

Figure 9: Enter Past Performance Information

15. Complete the fields on each of the tabs as follows:

• Contract Information Tab

❖ Contractor: Select from the dropdown the appropriate business entity.

❖ Cage Code: Enter “N/A”

❖ Contract Number or Equivalent (Commercial): Enter contract number or Equivalent

(Commercial).

❖ Program Title: Enter full name of program.

❖ Contractor Agency/Customer: Enter servicing contracting agency and customer

(office symbols suffice).

❖ DUNS Number: Enter “N/A”

❖ Delivery Task/Order: If the order is provided as a stand-alone reference, enter the task/call/delivery/purchase order number. If not, enter “N/A”.

❖ Contract Type: Enter Firm-Fixed-Price (FFP), Cost Plus Fixed-Fee (CPFF), LH, Cost

Plus Incentive-Fee (CPIF), Cost Plus Award Fee (CPAF), etc. For additional clarification, click the question mark button.

❖ Short Program Title (i.e. Acronym): Enter abbreviated title for the program and

“PPN #” (One (1) through six (6))

❖ Contract Dollar Value:

o Original: Input “$1” o Current: Input “$1” o Explain the differences in Contract Value, if applicable: Enter “N/A”

❖ Period of Performance (mm/dd/yy) o Start Date: Input start date of contract.

o Original End Date: Input end date of contract.

o Current End Date: Enter same date as “Original End Date”.

Attachment 7, L-1 o Explain the differences in Period of Performance, if applicable: Enter an explanation of the difference between “Original End Date” and “Current End

Date.”

• Program Details Tab

❖ Brief Description of Effort as:

o Select “Prime” or “Sub”.

o Provide a brief description/summary of the service provided and actual work performed under this contract reference.

❖ Explain how your performance on this contract is relevant for each applicable factor or subfactor, as instructed under Past Performance in Section M of the RFP. Include any unique aspects that demonstrate relevancy in this effort. Provide evidence to support such relevance to the requirements as described in the RFP. Copy and paste the PPN text used in the Past Performance volume to this section.

❖ Include relevant information concerning your compliance with FAR 52.219-8, Utilization of Small Business Concerns, on the contract you are submitting, if applicable.

❖ Identify whether a subcontracting plan was required for the contract you are submitting. If one was required, identify in percentage terms the planned versus achieved goals during contract performance. Explain why goals were not met, if applicable. Type “N/A” for this section because it is not applicable to the SBEAS solicitation.

• POC & Key Individuals Tab

❖ Key Individuals: Skip this section because it is not applicable to the SBEAS solicitation.

❖ Customer Points of Contact: Click the “Program/Site Manager,” or “Contracting

Officer” button to add, edit, or delete. Do not update the “Admin POC” section.

Note: For Government contracts provide current information on Program Manager or

Contracting Officer.

For commercial contracts provide points of contact fulfilling these same roles;

Program Manager or Contracts Representative.

16. Select from the buttons at the bottom of the Past Performance screen:

• Save – Saves the Past Performance Information and displays the “Contract Information” tab on the Past Performance screen.

• Close – Closes the Past Performance screen. If there were any updates, a pop-up window displays asking to save before closing.

• Delete – Deletes the current PPI record. A pop-up window displays, select “Yes” to delete the record or “No” to close the window without deleting the record.

Note: In order to edit or delete an existing PPI record in the list, double-click on it.

Attachment 7, L-1

17. Select the “Close” button on the “Past Performance Information” screen after all of the PPI records have been added. Repeat steps 14-17 to enter additional PPN(s) if applicable.

Editing Offeror and RFP Number (if needed)

In order to edit the Offeror name and/or the RFP number identified during start-up, perform the following steps:

1. Click the “Edit Offeror and RFP Number” button . The

“Application Setup” screen displays.

Figure 12: Change Name and RFP Number - Application Setup

2. Update the Offeror’s name and/or RFP number.

3. Click the “Next” button twice to return to the “Contractor’s Menu”.