Attachment_3_HESSIT_Self-Scoring_Worksheet_-_Small_Business_Leadership_Pool.xlsx

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HUDs Strategic Sourcing Initiative for Training (HESSIT)
Solicitation number
DU208WR-17-R-0004
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J.3 HESSIT Self-Scoring Worksheet - Small Business Leadership Pool

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HESSIT

Attachment J.3HESSIT
SOLICITATION No.
LEADERSHIP TRAINING POOL PARTIAL SMALL BUSINESS SET-ASIDE
SELF SCORING WORKSHEET FOR PROPOSAL SUBMISSION
Note: See Sample in Section J.4, Attachment (4) Self-Scoring Worksheet Sample
and Instructions set forth in Section L.4.

OFFEROR NAME: [FILL IN OFFEROR NAME HERE]

SectionPass/Fail ElementEnter Pass or Fail for each element as applicable
M.4.1.1.SF-33 and Amendments
M.4.1.2.Proposal Checklist
M.4.1.3.Completed Self-Scoring Worksheet
M.4.1.5.SAM Registration with EPLS Information
M.4.1.7.Representations and Certifications
M.4.1.8.Dun & Bradstreet Comprehensive Report with Viability Score of 5 or Lower
M.4.2.2.3 Different Relevant Projects Submitted
M.4.2.3.Projects were submitted on the Relevant Project Experience template
M.4.2.3.Each project was completed within the past three (3) years prior to the solicitation closing date; or, is ongoing with at least one (1) year of performance completed prior to the solicitation closing date.
M.4.2.3.Each project reflects performance with any combination of U.S. Federal Government, U.S. State Government, and Non-Government/Commercial.
M.4.2.3.Each project is located within the Contiguous United Stated to include Alaska and Hawaii and the United States territories of Puerto Rico and Guam.
Each project provides:
M.4.2.3.The training courses and services provided relevant to the training pool described in the Performance Work Statement
M.4.2.3.Geographic coverage including places of performance
M.4.2.3.Performance period (including base and options)
M.4.2.3.Total dollar value (including base and options)
M.4.2.3.Any volume discounts awarded at the master contract/BPA level
M.4.2.3.Mobile technology utilized in delivering the training
M.4.2.3.A complete, clear, concise detailed statement of the description of training services covered in the project, including how the offeror:
· provided the services,
· managed the overall project,
· managed personnel,
· managed subcontractors,
· recruited, hired, and retained personnel,
· addressed any significant issues, what corrective action was taken and whether the contract was terminated.
M.4.3.1.1.Socio-economic -The offeror failed to submit the Socioeconomic Participation Template
M.4.3.1.1.Socio-economic - The offeror is a business proposing to subcontract more than 80% of the cost of the contract
M.4.3.1.5.Socio-economic - Meaningful Letters of Commitment
M.4.4.1.Key Personnel Resumes - National Account Manager and Contracts Manager only
M.4.4.2.Key Personnel Letters of Commitment - National Account Manager and Contracts Manager only
M.4.5.1.Professional Compensation Plan
M.4.6.1.Uncompensated Overtime Policy
M.4.7.Past Performance Surveys were submitted
M.4.7.Average Past Performance is 3.0 or above
SectionElementPoint ValueEnter Yes OR No for each question as applicableScore
M.4.2.2.VOLUME 3 – RELEVANT EXPERIENCE
L.4.3.2.1.Relevant Experience under the HESSIT NAICS or PSC Code:
Is EACH Project reported under any NAICS code or PSC Code identified in Section L.5.1.2.? Type the word Yes or No in Column D for EACH project.
Project 1: Project A1500
Project 2: Project B1500
Project 3: Project C1500
SUBTOTAL SCORE FOR SECTION L.4.3.2.1. ONLY:0
M.4.2.4.1.Indvidual Project Value:
Does EACH Project represent a total contract value of $500K OR MORE but, a total contract value of LESS THAN $1M including Options? Type the word Yes or No in Column D for EACH project.
Project 1: COTS Project A500
Project 2: COTS Project B500
Project 3: COTS Project C500
Project 4: Development and Customization Project D500
Does EACH Project represent a total contract value of $1M OR MORE but, a total contract value of LESS THAN $2M, including Options? Type the word Yes or No in Column D for EACH project.
Project 1: Project A1000
Project 2: Project B1000
Project 3: Project C1000
Project 4: Development and Customization Project D1000
Does EACH Project represent a total contract value of $2M OR MORE including Options? Type the word Yes or No in Column D for EACH project.
Project 1: Project A1500
Project 2: Project B1500
Project 3: Project C1500
Project 4: Development and Customization Project D1500
SUBTOTAL SCORE FOR SECTION L.4.3.2.2 ONLY:0
Relevant Experience to a U.S. Federal Government customer:
M.4.2.4.2Is EACH Project describing performance to a U.S. Federal Government customer as identified in Section L.4.3.2.3? Type the word Yes or No in Column D for EACH project.
Project 1: Project A1500
Project 2: Project B1500
Project 3: Project C1500
Project 4: Development and Customization Project D1500
SUBTOTAL SCORE FOR SECTION L.4.3.2.3. ONLY:0
Multiple Locations (Places of Performance):
M.4.2.4.3.Does EACH Project have performance in AT LEAST 5 but NO MORE THAN 10 different locations? Type the word Yes or No in Column D for EACH project.
Project 1: Project A500
Project 2: Project B500
Project 3: Project C500
Project 4: Development and Customization Project D500
Does EACH Project have performance in 10 OR MORE different locations? Type the word Yes or No in Column D for EACH project.
Project 1: Project A1000
Project 2: Project B1000
Project 3: Project C1000
Project 4: Development and Customization Project D1000
SUBTOTAL SCORE FOR SECTION L.4.3.2.4 ONLY:0
Mobile Technology
M.4.2.4.5.Do the offeror's relevant projects indicate use of the following methods of mobile technology in the delivery of training? Type the word Yes or No in Column D for EACH type of mobile technology.
Video Teleconferencing (VTC)1500
Remote Device Service Delivery1500
Blended Training (Instructor led and online)1000
Adobe Connect1000
Google Hangout Air750
Live Meeting500
SUBTOTAL SCORE FOR SECTION L.4.3.2.6 ONLY:0
Relevant Experience Under Different Types of Acquisition Vehicles
M.4.2.4.4.Has the Offeror has been awarded AT LEAST 1 non-Multiple Award Contract or Blanket Purchase Agreement (BPA) (FAR 8.405-3 or FAR 16.7) with AT LEAST 25 courses delivered? Type the word Yes or No in Column D for EACH project.
Project 1: Project A500
Project 2: Project B500
Project 3: Project C500
Has the Offeror has been awarded AT LEAST 1 Multiple Award Blanket Purchase Agreement (FAR 8.405-3 or FAR 16.7), with AT LEAST 10 total Purchase or Task Order Awards and 25 courses delivered? Type the word Yes or No in Column D for EACH project.
Project 1: Project A1000
Project 2: Project B1000
Project 3: Project C1000
Has the Offeror has been awarded AT LEAST 1 Multiple Award IDIQ Contract (FAR 16.501-1), with AT LEAST 10 total Purchase or Task Order Awards and 25 classes delivered? Type the word Yes or No in Column D for EACH project.
Project 1: Project A1500
Project 2: Project B1500
Project 3: Project C1500
SUBTOTAL SCORE FOR SECTION L.4.3.2.5 ONLY:0
Socio-Economic Participation:
M.4.3.1.3.Is the offeror a small business and is proposing to subcontract up to 80% of the cost of the contract to small business? Type the word Yes or No in Column D.
1500
SUBTOTAL SCORE FOR SECTION L.4.3.3.1. ONLY:0
VOLUME 4 – PAST PERFORMANCE
M.4.7.Relevant Experience Projects (Past Performance)
M.4.7.2.Does EACH Project Average a Past Performance Score between 3.50 and 3.74? Type the word Yes or No in Column D for EACH project.
Project 1: Project A3500
Project 2: Project B3500
Project 3: Project C3500
Project 4: Development and Customization Project D3500
Does EACH Project Average a Past Performance Score between 3.75 and 3.99? Type the word "Yes" or "No" in Column D for EACH project.
Project 1: Project A4500
Project 2: Project B4500
Project 3: Project C4500
Project 4: Development and Customization Project D4500
Does EACH Project Average a Past Performance Score between 4.00 and 4.24? Type the word Yes or No in Column D for EACH project.
Project 1: Project A5500
Project 2: Project B5500
Project 3: Project C5500
Project 4: Development and Customization Project D5500
Does EACH Project Average a Past Performance Score between 4.25 and 4.49? Type the word Yes or No in Column D for EACH project.
Project 1: Project A6500
Project 2: Project B6500
Project 3: Project C6500
Project 4: Development and Customization Project D6500
Does EACH Project Average a Past Performance Score between 4.50 and 4.74? Type the word Yes or No in Column D for EACH project.
Project 1: Project A7500
Project 2: Project B7500
Project 3: Project C7500
Project 4: Development and Customization Project D7500
Does EACH Project Average a Past Performance Score between 4.75 and 5.00? Type the word Yes or No in Column D for EACH project.
Project 1: Project A8500
Project 2: Project B8500
Project 3: Project C8500
Project 4: Development and Customization Project D8500
SUBTOTAL SCORE FOR SECTION L.4.4.1 through L.4.4.2. ONLY:0
M.4.8.VOLUME 5 – CERTIFICATIONS
M.4.8.2.Industry Certifications:
Does the Offeror have each of the following? Type the word Yes or No in Column D for EACH Certification.
ISO 9001:2008 Certification1000
NASBA Certification1000
SUBTOTAL SCORE FOR SECTIONS L.4.5.2.1. through L.4.5.2.2 ONLY:0
TOTAL POINTS SCORED:- 0

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