Attachment_4_HESSIT_Self-Scoring_Worksheet_Sample.xlsx

XLSX spreadsheet 52 KB Posted Mar 9, 2017

Attached to: HUDs Strategic Sourcing Initiative for Training (HESSIT)
Solicitation number: DU208WR-17-R-0004
Issued by: Department of Housing and Urban Development Denver Regional Office

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J.4 HESSIT Self-Scoring Worksheet Sample

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File	Type	Posted
Attachment_6_HESSIT_Socio-Economic_Participation_Plan.xlsx	XLSX spreadsheet	Mar 9, 2017
Attachment_11_HESSIT_Price_Proposal_Template_Final.xlsx	XLSX spreadsheet	Mar 9, 2017
Attachment_9_QASP_Final_Draft.doc	DOC document	Mar 9, 2017
Attachment_7_HESSIT_Relevant_Experience_Project_Template.docx	DOCX document	Mar 9, 2017
Attachment_10_HUD_LEARN_Evaluation_V2_Draft.pdf	PDF	Mar 9, 2017
HESSIT_Draft_Section_C_through_M.doc	DOC document	Mar 9, 2017
Attachment_2_HESSIT_Self-Scoring_Worksheet.xlsx	XLSX spreadsheet	Mar 9, 2017
Attachment_8_HESSIT_Solicitation_Past_Performance_Rating_Form.docx	DOCX document	Mar 9, 2017
Attachment_3_HESSIT_Self-Scoring_Worksheet_-_Small_Business_Leadership_Pool.xlsx	XLSX spreadsheet	Mar 9, 2017
Attachment_5_HESSIT_Pool_Qualification,_Training_Delivery_Methods_and_Certification_Attachment.docx	DOCX document	Mar 9, 2017
Attachment_1_HESSIT_Solicitation_PROPOSAL_CHECKLIST.xlsx	XLSX spreadsheet	Mar 9, 2017

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HESSIT

Attachment 4	HESSIT
	SOLICITATION No.

	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]
Training Pool/Subpool Offered Under this ScoreCard:		Professional Training Pool
Section	Pass/Fail Element	Enter Pass or Fail for each element as applicable
M.4.1.1.	SF-33 and Amendments	Pass
M.4.1.2.	Proposal Checklist	Pass
M.4.1.3.	Completed Self-Scoring Worksheet	Pass
M.4.1.5.	SAM Registration with EPLS Information	Pass
M.4.1.7.	Representations and Certifications	Pass
M.4.1.8.	Dun & Bradstreet Comprehensive Report with Viability Score of 5 or Lower	Pass
M.4.2.2.	3 Different Relevant Projects Submitted	Pass
M.4.2.3.	Projects were submitted on the Relevant Project Experience template	Pass
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.	Pass
M.4.2.3.	Each project reflects performance with any combination of U.S. Federal Government, U.S. State Government, and Non-Government/Commercial.	Pass
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.	Pass
	Each project provides:	Pass
M.4.2.3.	The training courses and services provided relevant to the training pool described in Scope of Services (Section C) for both required and optional services	Pass
M.4.2.3.	Geographic coverage including places of performance	Pass
M.4.2.3.	Performance period (including base and options)	Pass
M.4.2.3.	Total dollar value (including base and options)	Pass
M.4.2.3.	Any volume discounts awarded at the master contract/BPA level	Pass
M.4.2.3.	Mobile technology utilized in delivering the training	Pass
M.4.2.3.	A complete, clear, concise detailed statement of the description of training services covered in the project, including how the offeror:	Pass
	· provided the services,	Pass
	· managed the overall project,	Pass
	· managed personnel,	Pass
	· managed subcontractors,	Pass
	· recruited, hired, and retained personnel,	Pass
	· addressed any significant issues, what corrective action was taken and whether the contract was terminated.	Pass
M.4.3.1.1.	Socio-economic -The offeror failed to submit the Socioeconomic Participation Template	Pass
M.4.3.1.1.	Socio-economic -The offeror is a large business and failed to provide sufficient rationale that indicates no subcontracting opportunities exist	Pass
M.4.3.1.1.	Socio-economic -The offeror is a large business proposing to subcontract less than 30% of the cost of the contract to small business
M.4.3.1.1.	Socio-economic - The offeror is a business proposing to subcontract more than 80% of the cost of the contract	Pass
M.4.3.1.5.	Socio-economic - Meaningful Letters of Commitment	Pass
M.4.4.1.	Key Personnel Resumes - National Account Manager and Contracts Manager only	Pass
M.4.4.2.	Key Personnel Letters of Commitment - National Account Manager and Contracts Manager only	Pass
M.4.5.1.	Professional Compensation Plan	Pass
M.4.6.1.	Uncompensated Overtime Policy	Pass
M.4.7.	Past Performance Surveys were submitted	Pass
M.4.7.	Average Past Performance is 3.0 or above	Pass
M.4.8.1.	Professional Training Pool only - did the offeror provide a Defense Acquisition University certification?	Pass

Section	Element	Point Value	Enter Yes OR No for each question as applicable	Score
L.4.3.2	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.4.3.2.1.? Type the word Yes or No in Column D for EACH project.
	Project 1: Project A	150	Yes	150
	Project 2: Project B	150	Yes	150
	Project 3: Project C	150	Yes	150
	Project 4: Development and Customization Project D	150	Yes	150
	SUBTOTAL SCORE FOR SECTION L.4.3.2.1. ONLY:			600
L.4.3.2.2	Indvidual Project Value:
	Does EACH Project represent a total contract value of $750K 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 A	50	Yes	50
	Project 2: Project B	50	No	0
	Project 3: Project C	50	No	0
	Project 4: Development and Customization Project D	50	Yes	50
	Does EACH Project represent a total contract value of $2M OR MORE but, a total contract value of LESS THAN $4M, including Options? Type the word Yes or No in Column D for EACH project.
	Project 1: Project A	100	No	0
	Project 2: Project B	100	No	0
	Project 3: Project C	100	Yes	100
	Project 4: Development and Customization Project D	100	No	0
	Does EACH Project represent a total contract value of $4M OR MORE including Options? Type the word Yes or No in Column D for EACH project.
	Project 1: Project A	150	No	0
	Project 2: Project B	150	Yes	150
	Project 3: Project C	150	No	0
	Project 4: Development and Customization Project D	150	yes	150
	SUBTOTAL SCORE FOR SECTION L.4.3.2. ONLY:			500
L.4.3.2.3	Relevant Experience to a U.S. Federal Government customer:
	Is 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 A	150	Yes	150
	Project 2: Project B	150	No	0
	Project 3: Project C	150	Yes	150
	Project 4: Development and Customization Project D	150	No	0
	SUBTOTAL SCORE FOR SECTION L.4.3.2.2. ONLY:			300
L.4.3.2.4	Multiple Locations (Places of Performance):
	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 A	50	Yes	50
	Project 2: Project B	50	Yes	50
	Project 3: Project C	50	Yes	50
	Project 4: Development and Customization Project D	50	Yes	50
	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 A	100	No	0
	Project 2: Project B	100	Yes	100
	Project 3: Project C	100	Yes	100
	Project 4: Development and Customization Project D	100	No	0
	SUBTOTAL SCORE FOR SECTION L.4.3.2.4. ONLY:			400
L.4.3.2.6.	Mobile Technology
	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)	150	Yes	150
	Remote Device Service Delivery	150	No	0
	Blended Training (Instructor led and online)	100	Yes	100
	Adobe Connect	100	Yes	100
	Google Hangout Air	75	No	0
	Live Meeting	50	Yes	50
	SUBTOTAL SCORE FOR SECTION L.4.3.2.6 ONLY:			400
L.4.3.2.5	Relevant Experience Under Different Types of Acquisition Vehicles
	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 50 courses delivered? Type the word Yes or No in Column D for EACH project.
	Project 1: Project A	50	Yes	50
	Project 2: Project B	50	No	0
	Project 3: Project C	50	No	0
	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 20 total Purchase or Task Order Awards and 50 courses delivered? Type the word Yes or No in Column D for EACH project.
	Project 1: Project A	100	Yes	100
	Project 2: Project B	100	No	0
	Project 3: Project C	100	No	0
	Has the Offeror has been awarded AT LEAST 1 Multiple Award IDIQ Contract (FAR 16.501-1), with AT LEAST 20 total Purchase or Task Order Awards and 50 classes delivered? Type the word Yes or No in Column D for EACH project.
	Project 1: Project A	150	No	0
	Project 2: Project B	150	Yes	150
	Project 3: Project C	150	Yes	150
	SUBTOTAL SCORE FOR SECTION L.4.3.2.4 ONLY:			150
L.4.3.3.1	Socio-Economic Participation:
	Is the offeror a large business and is proposing to subcontract more than 30% and less than 80% of the cost of the contract to small business? Type the word Yes or No in Column D.
		50	No	0
	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.
		150	Yes	150
	Does the offeror's socio-economic status include: Type the word Yes or No in Column D for EACH socio-economic status.
	8a Small Business	50	No	0
	HUBZone Small Business	50	No	0
	Small Disadvantaged Business	50	No	0
	Women-Owned Small Business	50	Yes	50
	Service-Disabled Veteran-Owned Small Business	50	No	0
	SUBTOTAL SCORE FOR SECTION L.4.3.3.1 ONLY:			200
L.4.4.	VOLUME 4 – PAST PERFORMANCE
L.4.4.1. through L.4.4.2	Relevant Experience Projects (Past Performance)
	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 A	350	No	0
	Project 2: Project B	350	No	0
	Project 3: Project C	350	No	0
	Project 4: Development and Customization Project D	350	Yes	350
	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 A	450	Yes	450
	Project 2: Project B	450	No	0
	Project 3: Project C	450	No	0
	Project 4: Development and Customization Project D	450	No	0
	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 A	550	No	0
	Project 2: Project B	550	No	0
	Project 3: Project C	550	No	0
	Project 4: Development and Customization Project D	550	Yes	550
	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 A	650	No	0
	Project 2: Project B	650	No	0
	Project 3: Project C	650	Yes	650
	Project 4: Development and Customization Project D	650	Yes	650
	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 A	750	No	0
	Project 2: Project B	750	No	0
	Project 3: Project C	750	No	0
	Project 4: Development and Customization Project D	750	No	0
	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 A	850	No	0
	Project 2: Project B	850	Yes	850
	Project 3: Project C	850	No	0
	Project 4: Development and Customization Project D	850	No	0
	SUBTOTAL SCORE FOR SECTION L.4.4.1 through L.4.4.2. ONLY:			3500
L.4.5.	VOLUME 5 – CERTIFICATIONS
L.4.5.2.1. through L.4.5.2.2.	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 Certification	100	No	0
	NASBA Certification	100	Yes	100
	SUBTOTAL SCORE FOR SECTIONS L.4.5.2.1 through L.4.5.2.2 ONLY:			100
	TOTAL POINTS SCORED:			6,150

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Pass

Fail

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File details come from the government source that posted it. Updated Nov 14, 2017.