FA5641-15-R-0007_Attachment_L-1_PPID_Instructions.docx

FA5641-15-R-0007

Section J, Attachment L-1 PPID Instructions

Instructions for Completion of Past Performance Information Documents (PPIDs)

Offeror’s shall use the EZ Source PPI Template to prepare the PPIDs required as part of the Past Performance Volume. The completed template shall also be used to electronically submit the required Past Performance Information (PPI).

The offeror shall complete the following steps:

A. Download the PPI Template B. Enter information in the PPI Template C. Print Reports D. Submit electronic version of PPI Template

Detailed instructions are listed below.

A. Download the PPI Template The PPI Template can be downloaded by performing the following steps. If you are unable to download the template, contact the POC outlined in Section L, paragraph L-1.A for assistance.

1. Access FedBizOpps (https://www.fbo.gov/)

2. Find the solicitation posting (Solicitation Number FA5641-15-R-0007)

3. Locate the file named “PPI template” in the “All Files” column on the solicitation’s “Notice Details” tab

4. Select the link and save the “PPI Template” to your computer

FA5641-15-R-0007

B. Enter information in the PPI Template After the PPI Template has been saved, enter information in the template by performing the following steps:

1. Open the saved PPI Template

2. Select “Start”

3. The “Application Setup” screen displays. Enter the Offeror’s Name and RFP Number and click “Next”

4. The application setup continues. Choose the appropriate option by selecting the corresponding radio button and then click “Next”

5. The “Contractor’s Menu” displays. Click the “Step #1: Set up Business Relationships” to identify all prime and subprime organizations and categorize them according to the appropriate role in the proposed acquisition

6. The “Business Relationships” screen displays. Click “New” to create a business relationship for the proposed acquisition

7. An additional “Business Relationships” screen displays. The offeror is highly encouraged to complete all fields; however, only fields marked on the screen with an asterisk “*” are required by the system

Complete the fields as follows:

a. *Contractor’s Name: Self-explanatory

b. *Role in Proposed Acquisition: Choose one of the four options – Prime, Sub, Joint Venture, or Other (Explain). An explanation comment box will display when you select “Other”

c. *Place of Work: Location information for the work to be performed

d. Percentage of Work: Identify percentage of work contributed by specified contractor

e. *Responsibilities: Detailed information regarding contractor’s roles and responsibilities for the effort

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

a. Add: Saves the current business relationship and allows for the addition for a new one

b. Close: Cancels the current business relationship without saving

NOTE: Double-click on an existing business relationship in the list in order to edit or delete it

9. Select “Close” on the “Business Relationships” screen after all of the business relationships have been added to be taken back to the “Contractor’s Menu”

10. From the “Contractor’s Menu,” click “Step #2: Enter Past Performance Information” to enter information regarding recent and relevant past performance

11. The “Past Performance” screen displays. Click “New” to enter recent and relevant Past Performance Information for the proposed acquisition

12. An additional “Past Performance” screen displays. The offeror is highly encouraged to complete all fields; however, only fields marked on the screen with an asterisk “*” are required by the system

Complete the fields on each of the tabs as follows:

Contract Information Tab

a. Contractor: Select from the dropdown the appropriate contractor NOTE: The contractors listed in this dropdown box are the business relationships entered in Step #1

b. Cage Code: Self-explanatory

c. Contract Number: Self-explanatory

d. Program Title: Enter full name of program

e. Contr Agency/Customer: Enter servicing contracting agency and customer (office symbols suffice)

f. DUNS Number: Self-explanatory

g. Delivery/Task Order: If the order is provided as a stand-alone reference, enter the task/call/delivery/ purchase order number NOTE: Each Delivery/Task Order submitted counts as one reference towards the maximum number of references allowed as outlined in Section L of the RFP. Each Delivery/Task Order submitted must meet the definition of recency and relevancy outlined in Section M of the RFP

h. Contract Type: Enter the contract type (e.g., Firm-Fixed-Price (FFP), Cost Plus Fixed-Fee (CPFF), Indefinite Delivery/Indefinite Quantity (ID/IQ), Labor Hours (LH), Blanket Purchase

i. Agreement (BPA), Cost Plus Incentive-Fee (CPIF), Cost Plus Award Fee (CPAF), etc.

j. Short Program Title (i.e. Acronym): Enter abbreviated title for the program or enter “N/A”

k. Contract Dollar Value

i. Original: Input dollar value of the contract at time of original award, with all options if applicable.

1) If ID/IQ or BPA, provide total ceiling

2) If Delivery/Task Order, call or purchase order, provide the amount of the individual contract

ii. Current: Input total contract dollar value, with all options if applicable, as the contract stands at time of PPI submission

1) If ID/IQ or BPA, provide total ceiling

2) If Delivery/Task Order, call or purchase order, provide the amount of the individual contract

iii. Explain the difference in contract values, if applicable: Enter an explanation of the difference between “Original” value and “Current” value

l. Period of Performance (mm/dd/yy)

i. Start Date: Input start date of contract

ii. Original End Date: Input original end date based on award

iii. Current End Date: Input end date, as the contract stands at time of proposal submission

iv. Explain the differences in Period of Performance, if applicable: Enter an explanation of the difference between “Original” value and “Current” value v.

Program Details Tab

a. Brief Description of Effort as: Select Prime, Sub, Joint Venture, or Other (Explain). An explanation comment box will display when you select “Other.” Provide a brief description of the service provided and actual work performed under this contract reference

b. Explain how your experience on this program is relevant for each factor/subfactor under the Technical factor in Section M, including any unique aspects that demonstrate relevancy in this effort: For this solicitation, relevancy is not directly tied to the technical factor/subfactors. In this section, offerors shall provide evidence to support how the contract reference meets the definition of relevancy outlined in Section L and Section M of the RFP and explain what aspects of the contract is deemed relevant to the ATLAS effort. Where problems existed, clearly describe management actions employed in overcoming these problems and the effects of those actions, in terms of improvements achieved or problems rectified. Offerors may include a discussion of efforts accomplished by the offeror to resolve problems encountered on prior contracts as well as past efforts to identify and manage program risk.

c. Include relevant information concerning your compliance with FAR 52.219-8, Utilization of Small Business Concerns, on the contract you are submitting: In accordance with FAR 19.000(b), small business requirements do not apply to this acquisition that is conducted outside of the United States. Additionally, the solicitation does not contain the clause at FAR 52.219-8; therefore, the offeror shall enter “N/A” in this section

d. 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: A subcontracting plan is not required for this effort; therefore, the offeror shall enter “N/A” in this section POC & Key Individuals Tab

a. Key Individuals: Click “New” to specify any key individual(s) who participated in this program or who may support the proposed acquisition. Also indicate their roles for both acquisitions. Double-click an item from the list to edit or delete an existing key individual NOTE: In accordance with FAR 15.305(a)(2)(iii), relevant experience from key personnel may be evaluated. If you wish to include the past performance of individual key personnel, select the “New” button for each individual and fill out the necessary information

b. Customer Points of Contact: Click “Program/Site Manager,” “Contracting Officer” or “Admin POC” for the point of contact that you would like to add, edit, or delete NOTE: The offeror shall provide a minimum of two points of contact for each contract reference. For government contracts provide current information on Program Manager, Contracting Officer, and Admin POC, if available. For commercial contracts provide points of contact fulfilling these same roles, if available

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

a. Save: Saves the Past Performance Information and displays the “Contract Information” tab on the Past Performance screen

b. Close: Closes the Past Performance screen. If there were any updates, a popup window displays asking to save before closing

c. 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: Double-click on an existing PPI record in the list in order to edit or delete it

14. After information for the contract references has been entered, select “Close” to return to the “Past Performance” screen. To add another contract reference, return to B.11

15. After all of the recent and relevant contract references have been added, select “Close” to return to the “Contractor’s Menu”

NOTE: A “Yes” or “No” will appear in the “Complete” column for each Business Relationship and Past Performance Item entered. If this column is listed as “No,” a piece of information required by the system was left blank. The offeror will not be able to continue to Step #3 until all system required information is entered and the “Complete” column indicates “Yes” for each Business Relationship and Past Performance item entered.

C. Print Reports In order to print the Business Relationships and PPI reports, perform the following steps:

1. Click the “Step #3: Print Report.” A pop-up display asks which report to print

2. Select one of the two options, “Business Relationships” or “Past Performance.” The Business Relationships and Past Performance reports will print separately, but they shall be combined to create your Past Performance Volume. If the offeror fails to submit the hard copies of both reports, it may render the offeror’s past performance unacceptable. Below is a sample of how each report will look once printed.

D. Submit electronic version of PPI Template In order to submit the Business Relationships and PPI, perform the following steps:

1. Click the “Step #4: Submit” to display the “Submission Instructions” screen

2. Follow the submission instructions. The file name must comply with these instructions (e.g., XYZCompanyFA5641-15-R-0007.mdb). It is the offeror’s responsibility to ensure the renamed file can be opened in MS Access. Submission of an electronic PPI Template that cannot be opened due to an incorrect file extension may render the offeror’s past performance unacceptable.

Note: Hard copies of the pages generated from this tool shall be used as the hard copy PPIDs required as part of the past performance volume outlined in Section L of the RFP. The electronic file saved IAW the submission instructions above shall be submitted as part of the electronic proposal submission required by Section L of the RFP.

SOURCE SELECTION INFORMATION – See FAR 2.101 & 3.104 image2.png image3.png image4.png image5.png image6.png image7.png image8.png image9.png image10.png image11.emf image12.emf image13.png image1.png