Atch3 4_SectionL_PPI_PPQ.pdf

Section L, Attachment 3: Present/Past Performance Information Form

The following is a sample of the information contained within the past performance information form. The format set forth in this sample is not an exact duplicate of the online version. Where applicable, the keystroke limitations contained within the web version are provided here for planning purposes.

Sustainment/Restoration & Modernization Task Order Contract

1. Contract Title: _______________________________________________________________

2. Contract Number: ____________________________________________________________

3. Teaming Partners: List separately all SATOC Teaming Partners that worked on this effort (An effort is defined as a contract or a task order under an IDIQ contract). Lump the rest into “all other…” Identify for each contractor listed if they were a Prime or a subcontractor on this effort.

CONTRACTOR NAME DUNS BUSINESS

SIZE

PRIME SUB %

WORK

All other contractors not part of the proposed team

4. Contracting Agency or Customer: __________________________________________________

5. Reference contact information: Identify those persons/customers most knowledgeable about the submitted contract. For Government contracts provide current information for the Government Program Manager, Project/Task Manager, Contracting Officer and Administrative Contracting Office. For commercial contracts, provide points of contact fulfilling these same roles. Any additional customers that have in-depth knowledge of the contract may be added.

REFERENCE

NAME

OFFICE/COMPANY TITLE/POSITION PHONE EMAIL

6. Contract type: Select all that apply.

Cost Plus Fixed-Fee Firm Fixed Price Task order under ID/IQ Independent Contract Other ___________________

7. Excluding unexercised options: Original Contract Value: $________ Current Value: $________

If the values are different, explain why: (1000 keystroke limitation on web version)

8. Original Period of Performance: Start: ________ End: ________ Current End Date: ________

If the schedule has changed, explain why: (1000 keystroke limitation on web version)

9. Place of performance (check all that apply):

Continental US Specify states: ______________________________________________________________

Europe

Pacific Rim

Southwest Asia

Other __________________________________________________________________________________

Remote: Specify location.__________________________________________________________________

Austere: Specify location. _________________________________________________________________

Hostile: Specify location. __________________________________________________________________

10. Were tasks accomplished simultaneously on this project with other contracts at multiple locations?

No

Yes, within a single country and time zone

Yes, within multiple CONUS time zones Eastern Central Mountain Pacific

Yes, within multiple countries:

Remote Austere Hostile

11. Select all stakeholders you dealt with under this contract:

Regulators Elected Officials Government agencies Citizens Group Foreign Governments:

Other: ______________________________________________________________

12. Please check all types of services that apply to this effort: (Mark selections in first column)

√ Categories Category Applicable

SOW

Paragraph

Descripton

1 Management, Planning and Reporting

2.3 Project Management Plan, Work Breakdown

Structure (WBS), Contractor Quality Control, Health and Safety Plan, Project Schedule, Master Document List (MDL), Progress Status Reporting, and Meetings and Conferences

2 Worksite Activities and Coordination

2.4 Activities Coordination, Notification

Requirements, Permits, Environmental Protection, Hazardous Material and Hazardous Waste, Photo Documentation, Site Access, Remote, Austere, and Hostile Sites, and Project Web Site.

3 Construction Activities 2.5 Documentation/Daily Logs, Material and Data Submittals, Mobilization, Demolition, Construction, Engineering Services During Construction, Pre-Final Inspection, Final Inspection, Delivery and Warranty, As-Built Documentation, De-mobilization.

4 Delivery Method - Turn-Key

3.1 Design and construction of facility using provided

performance specifications, manage and coordinate all activities associated with delivery of the project, provide swing space facility, arrange to relocate occupants as needed, and furnish and equip facility.

5 Delivery Method - Design-Build

3.2 Working Drawings, Construction, Delivery and

Warranty

6 Delivery Method - Design-Build Plus

3.3 Concept Definition, Planning and Programming, Project Definition, Working Drawings, Construction, Delivery and Warranty, and Design.

7 Delivery Method - Concept/Implementation Work Plan (CWP/IWP) Construction

3.4 (CWP/IWP) Format and Delivery, and CWP/IWP Construction Requirements.

8 Delivery Method - Traditional Construction:

Design-Bid-Build

3.5 Construction of a public building, facility, or work.

9 Maintenance 3.6 Incidental maintenance of a public building, facility, or work, establish maintenance schedules of building systems, perform condition assessments, service equipment per manufacturer and Air Force guidelines, and provide status reports.

10 Vertical Work 1.0 The direct maintenance, repair, and/or construction of facilities.

11 Infrastructure Work 1.0 The direct maintenance, repair, and/or construction of supporting infrastructure. Includes utilities, pavements, and POL.

13. Please provide a brief description of service provided under this contract. Include details that will indicate specific efforts of key personnel identified in Question 14 below. Clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvements achieved or problems rectified. This may include a discussion of efforts accomplished by the Offeror, or applicable Teaming Partner, to resolve problems encountered on prior contracts as well as past efforts to identify and manage program risk. For example, submit quality performance indicators or other management indicators that clearly support that an Offeror, or applicable Teaming Partner, has overcome past problems. Include details that indicate performance in remote/austere/hostile environments, if applicable. Include any issues relating to emergency response, UXO/HAZMAT/HAZWASTE, types of construction and/or property control.

6000 KEYSTROKE LIMITATION ON WEB VERSION

14. Key Personnel: Specify by name, any key individual(s) who participated in the submitted effort and are also proposed to support the SATOC acquisition. Indicate the roles on the submitted contract and the proposed role on the SATOC acquisition. Also provide the number of projects currently being worked by the individual(s).

NAME ROLE ON SUBJECT PROJECT PROPOSED ROLE ON SATOC CURRENT

WORKLOAD (# OF

PROJECTS)

15. Rationale for effort relevance: Describe your rationale supporting your assertion of relevance of the submitted contract to the SATOC acquisition. Clearly link the past performance information to the SATOC Basic Contract Statement of Work (SOW), especially those requirements identified paragraph 12 above. Include details that indicate performance in remote/austere/hostile environments, if applicable. Include any issues relating to emergency response, UXO/HAZMAT/HAZWASTE, types of construction and/or property control.

Present/Past Performance Information - Summary Sheet

Role in

SATOC

Contractor Name CONTRACT NUMBER

F4

-0

1- D

-X X

X X

-0

Prime

Teaming Partner

Attachment L-4: Present/Past Performance Questionnaire

The following is a sample of the information contained within the past performance questionnaire. The format set forth in this sample is not an exact duplicate of the online version. Where applicable, the keystroke limitations contained within the web version are provided here for planning purposes.

DEPARTMENT OF THE AIR FORCE

AIR EDUCATION AND TRAINING COMMAND

DATE

TO: Contractor References

The Headquarters Air Force Civil Engineer Support Agency and the Air Education Training Command Contracting Squadron is in the process of selecting contractors for award under the Sustainment/Restoration and Modernization task order contract. In general terms, this contract will be a focal point for acquiring a wide range of design and construction operations and services for federal customers worldwide. The length of this contract will be a minimum of 5 years. The Government wants to be confident that the contractors selected will be able to successfully accomplish our requirements.

One of the ways the Government intends to evaluate each Offeror is through the verification of the Offeror's past and present performance on other contracts. For this, we must depend on information received from agencies such as yours, which have had first hand experience with an Offeror.

We have tried to make our questionnaire as quick and simple to complete as possible. We ask that you go to the link provided below to complete and submit our questionnaire as soon as possible, preferably by TBD.

General contract information was provided by the Offeror. Please confirm this information and, in the text box provided, identify any errors or changes you feel should be made. Then, answer the questions that follow. We would greatly appreciate your comments describing why you rated a particular question the way you did. When finished, simply press the “submit” button and you are finished. If you have any questions or difficulty completing the questionnaire, please contact Ms. Susan Gill E-mail: susan.gill@randolph.af.mil Fax: 210-652-3424

Thank you for your valuable comments and time.

SUSAN T. GILL

Contracting Officer

Sustainment/Restoration and Modernization Task Order Contract

PAST AND PRESENT PERFORMANCE QUESTIONNAIRE

REFERENCE

NAME

OFFICE/COMPANY TITLE/POSITION PHONE EMAIL TIME ON

PROJECT

Part I - To Be Confirmed/Corrected by Reference

1. Contract Title: _______________________________________________________________

2. Contract Number: ____________________________________________________________

3. Teaming Partners: List separately all SATOC Teaming Partners that worked on this effort (An effort is defined as a contract or a task order under an IDIQ contract). Lump the rest into “all other…” Identify for each contractor listed if they were a Prime or a subcontractor on this effort.

CONTRACTOR NAME DUNS BUSINESS

SIZE

PRIME SUB %

WORK

All other contractors not part of the proposed team

4. Contracting Agency or Customer: __________________________________________________

5. Reference contact information: Identify those persons/customers most knowledgeable about the submitted contract. For Government contracts provide current information for the Government Program Manager, Project/Task Manager, Contracting Officer and Administrative Contracting Office. For commercial contracts, provide points of contact fulfilling these same roles. Any additional customers that have in-depth knowledge of the contract may be added.

REFERENCE

NAME

OFFICE/COMPANY TITLE/POSITION PHONE EMAIL

6. Contract type: Select all that apply

Cost Plus Fixed-Fee Firm-Fixed Price Task Order under IDIQ Independent Contract Other ___________________

7. Excluding unexercised options: Original Contract Value: $________ Current Value: $________

If the values are different, explain why: (1000 keystroke limitation on web version)

8. Original period of performance: Start: ________ End: ________ Current End Date: ________

If the schedule has changed, explain why: (1000 keystroke limitation on web version)

9. Place of performance (check all that apply):

Continental US Specify states: _________________________________________

Europe

Pacific Rim

Southwest Asia

Other _____________________________________________________________

Remote. Specify location _____________________________________________

Austere: Specify location _____________________________________________

Hostile: Specify location _____________________________________________

10. Were tasks accomplished simultaneously on this project with other contracts at multiple locations?

No

Yes, within a single country and time zone

Yes, within multiple CONUS time zones Eastern Central Mountain Pacific

Yes, within multiple countries:

Remote. Austere Hostile

11. Select all stakeholders you dealt with under this contract:

Regulators Elected Officials Government agencies Citizens Groups

Foreign governments Other:___________________________________________________

12. Please check all types of services that apply to this effort: (Mark selections in first column)

√ Categories Category Applicabl e SOW Paragrap h

Descripton

1 Management, Planning and Reporting

2.3 Project Management Plan, Work Breakdown

Structure (WBS), Contractor Quality Control, Health and Safety Plan, Project Schedule, Master Document List (MDL), Progress Status Reporting, and Meetings and Conferences

2 Worksite Activities and Coordination

2.4 Activities Coordination, Notification

Requirements, Permits, Environmental Protection, Hazardous Material and Hazardous Waste, Photo Documentation, Site Access, Remote, Austere, and Hostile Sites, and Project Web Site.

3 Construction Activities 2.5 Documentation/Daily Logs, Material and Data Submittals, Mobilization, Demolition, Construction, Engineering Services During Construction, Pre-Final Inspection, Final Inspection, Delivery and Warranty, As-Built Documentation, De-mobilization.

Delivery Methods 3.0 4 Delivery Method -

Turn-Key

3.1 Design and construction of facility using provided

performance specifications, manage and coordinate all activities associated with delivery of the project, provide swing space facility, arrange to relocate occupants as needed, and furnish and equip facility.

5 Delivery Method - Design-Build

3.2 Working Drawings, Construction, Delivery and

Warranty

6 Delivery Method - Design-Build Plus

3.3 Concept Definition, Planning and Programming, Project Definition, Working Drawings, Construction, Delivery and Warranty, and Design.

7 Delivery Method - Concept/Implementation Work Plan (CWP/IWP) Construction

3.4 (CWP/IWP) Format and Delivery, and CWP/IWP Construction Requirements.

8 Delivery Method - Traditional Construction:

Design-Bid-Build

3.5 Construction of a public building, facility, or work.

9 Maintenance 3.6 Incidental maintenance of a public building, facility, or work, establish maintenance schedules of building systems, perform condition assessments, service equipment per manufacturer and Air Force guidelines, and provide status reports.

10 Vertical Work 1.0 The direct maintenance, repair, and/or construction of facilities.

11 Infrastructure Work 1.0 The direct maintenance, repair, and/or construction of supporting infrastructure. Includes utilities, pavements, and POL.

13. Key Personnel: Specify by name, any key individual(s) who participated in the submitted effort and are also proposed to support the SATOC acquisition. Indicate the roles on the submitted contract and the proposed role on the SATOC acquisition. Also provide the number of projects currently being worked by the individual(s).

NAME ROLE ON SUBJECT PROJECT PROPOSED ROLE ON SATOC CURRENT

WORKLOAD (# OF

PROJECTS)

14. Please provide a brief description of service provided under this contract. Include details that will indicate specific efforts of key personnel identified in Question 14 below. Clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvements achieved or problems rectified. This may include a discussion of efforts accomplished by the Offeror, or applicable Teaming Partner, to resolve problems encountered on prior contracts as well as past efforts to identify and manage program risk. For example, submit quality performance indicators or other management indicators that clearly support that an Offeror, or applicable Teaming Partner, has overcome past problems. Include details that indicate performance in remote/austere/hostile environments, if applicable. Include any issues relating to emergency response, UXO/HAZMAT/HAZWASTE, types of construction and/or property control.

15. Rationale for effort relevance: Describe your rationale supporting your assertion of relevance of the submitted contract to the SATOC acquisition. Clearly link the past performance information to the SATOC Basic Contract Statement of Work (SOW), especially those requirements identified paragraph 12 above. Include details that indicate performance in remote/austere/hostile environments, if applicable.

Part II - To Be Completed by Reference

Please provide your opinion on the contractor’s performance for the following statements by putting a check mark in the appropriate box using the following definitions:

EXCEPTIONAL - Performance meets contractual requirements and exceeds many requirements to the Government's benefit. 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.

VERY GOOD - Performance meets contractual requirements and exceeds some requirements to the Government's benefit. The contractual performance of the element being assessed was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

SATISFACTORY - Performance meets contractual requirements. The contractual performance of the element being assessed contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

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 contract's proposed actions appear only marginally effective or were not fully implemented.

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 appear or were ineffective.

NOT APPLICABLE - Unable to provide a score. Performance in this area not applicable to the effort assessed.

1. How well did the contractor demonstrate the ability to effectively perform multiple task orders concurrently?

Exceptional Very Good Satisfactory Marginal Unsatisfactory N/A

2. How well did the contractor manage, design, and construct multiple types of projects with varying complexity?

3. How well did the contractor perform in remote/austere location?

4. How well did the contractor perform in a hostile location?

5. How would you rate the quality and timeliness of submittals?

6. How effectively did the contractor execute mobilization?

7. How well did the contractor meet start-up timelines?

8. How well did the contractor respond to project request for proposals in terms of timeliness and substantiated subcontracting costs?

9. How well did the contractor maintain effective management and oversight of their subcontractor(s) to ensure task for multiple skills were provided?

10. How well did the contractor meet cost requirements?

11. How well did the contractor meet schedule requirements?

12. How well did the contractor meet quality requirements?

13. How effective was the management team?

14. How well did the contractor respond to issues raised by government oversight?

15. How effective was the contractor’s Quality Assurance/Quality Control management?

16. How well did the contractor identify and mitigate issues timely and accurately to make informed, proactive and corrective decisions?

17. Did the contractor have clear and concise lines of communication with all parties?

18. How well did the contractor coordinate worksite activities with applicable personnel to ensure the safety and protection of human health, and the environment; the prevention of damage to property, utilities, materials, supplies, and equipment; and the avoidance of work interruptions?

19. How effectively did the contractor manage Government Furnished Equipment (GFE)?

20. How well did the contractor protect existing site utilities, structures, surface features, service operations, monitoring wells and other types of wells, and the general site environment, including flora, fauna, water and air quality, both in preparation for and during construction?

Exceptional Very Good Satisfactory Marginal Unsatisfactory N/A

21. Did the contractor have problems obtaining necessary bonding?

Yes No (If “Yes”, please provide details)

22. Contractor’s cost control. How well did the contractor deliver at the agreed-to or estimated price/cost? Describe the reasons for changes to contract/Task Order value (e.g., scope changes, overrun/under run, Government-imposed changes, etc.)?

23. How well did the contractor manage obtaining host nation, federal, state, local, and other applicable permits, access, agreements, licenses, and certificates required to perform and complete the contracted effort?

24. How well did the contractor comply with all applicable permit conditions?

Yes No (If “No”, provide details of non-compliance)

25. How well did the contractor correct warranty and latent defects?

26. How well did the contractor demonstrate cooperative behavior and commitment to customer satisfaction?

27. Was the contractor issued a cure notice or a show cause notice?

Yes No

(If “Yes”, please provide the details of circumstances.)

28. Has the contractor ever not met contract standards/objectives/thresholds or been issued a notice for poor performance?

29. Did the contractor achieve small business subcontracting goals during contract performance?

Yes No (If “No”, provide details of shortfalls in meeting small business goals.)

30. Has this contract been partially or completely terminated for default?

31. What is your overall rating of the contractor’s performance?

32. Would you recommend this contractor?

Please explain.

33. Are you aware of any other contracted efforts performed by this contractor similar in nature to this contract? If “Yes”, please identify contract/program and point of contact by name, organization, telephone number, and email address.

Yes No Name:

Organization:

Telephone:

Email:

34. Additional comments.