ITO ATTACHMENTS.doc

ITO ATTACHMENTS

PAST PERFORMANCE PACKAGE ATTACHMENT

ITO Attachment – A-1

PAST AND PRESENT PERFORMANCE INFORMATION SHEET

ITO Attachment – A-2

PAST AND PRESENT PERFORMANCE QUESTIONNAIRE

ITO Attachment – A-3

SAMPLE QUESTIONNAIRE COVER LETTER

ITO Attachment – A-4

SAMPLE CONSENT LETTER

ITO Attachment – A-5

SAMPLE CLIENT AUTHORIZATION LETTER

ITO Attachment – B-1

PROPOSED TEAM LIST

ITO Attachment – B-2

WORKLOAD DISTRIBUTION MATRIX

ITO Attachment – B-3

TECHNICAL SUBFACTOR MATRIX

ITO ATTACHMENT A-1

PAST AND PRESENT PERFORMANCE INFORMATION SHEET

Provide the information requested in this form for each contract/program being described. Provide frank, concise comments regarding your performance on the contracts you identify. Request each offeror submit a minimum of three (3) PPIS forms for the prime Contractor and a maximum of three (3) for each significant subcontractor/teaming partner.

A. Offeror Name (Company/Division):

CAGE Code:

DUNS Number:

(NOTE: If the company or division performing this effort is different than the offeror or the relevance of this effort to the instant acquisition is impacted by any company/corporate organizational change, note those changes. Refer to the "Organizational Structure Change History" you provided as part of your Past Performance Volume).

B. Program Title:

C. Contract Specifics:

1. Contracting Agency or Customer:

2. Contract Number:

3. Contract Type:

(If multiple types (i.e. Firm-Fixed Price with Time & Material), list percentage and dollar amount of Firm-Fixed Price portion)

4. Period of Performance:

5. Original Contract $ Value:

(Do not include unexercised options)

6. Current Contract $ Value:

(Do not include unexercised options)

7. If Amounts for 5 and 6 above are different, provide a brief description of the reason:

D. Brief Description of Effort as

Prime or

Subcontractor

(Please indicate whether it was development and/or production, or other acquisition phase and highlight portions considered most relevant to current acquisition)

E. Completion Date:

1. Original date:

2. Current Schedule:

3. Estimate at Completion:

4. How Many Times Changed:

5. Primary Causes of Change:

F. Are there Contractor Performance Assessment Reports (CPARS) or other Past Performance Reports available for this contract?

YES

NO

G.

Primary Customer Points of Contact: (For Government contracts, provide current information on all three individuals. For commercial contracts, provide points of contact fulfilling these same roles).

1. Program Manager and/or Name:

Site Manager Office:

Address:

Telephone:

Fax Number:

Email:

2. Contracting Officer

3. Administrative

Contracting Officer

H. Address any technical (or other) area about this contract/program considered unique.

I. For each of the applicable subfactors under the technical factor in the “Evaluation Criteria for Award, illustrate how your experience on this program applies to that subfactor, if you are to perform the same effort on the proposed contract.

J. Specify, by name, any key individual(s) who participated in this evaluated program and are to support the proposed effort. Also, indicate their contractual roles for both acquisitions.

K. Describe the nature or portion of the work on the proposed effort to be performed by the business entity being reported here. Also estimate the percentage of the total proposed effort to be performed by this entity, and whether this entity will be performing as the prime, subcontractor or a corporate division related to the prime (define relationship).

ITO ATTACHMENT A-2

PAST PERFORMANCE QUESTIONNAIRE

When filled in this document is source selection sensitive information iaw FAR 3.104

SECTION 1: CONTRACT IDENTIFICATION

A. Contractor: ______________________________________________________________________________

B. Cage Code of contractor contract was awarded to: _________________________________

C. Contract number/Program Title: _______________________________________

D. Contract type: ______________________________

(If multiple types (i.e. Firm-Fixed Price with Time & Material), list percentage and dollar amount of Firm-Fixed Price portion)

E. Was this a competitive contract? Yes _____ No _____

F. Period of performance: _________________________________________________________

G. Initial contract value: $____________________________ (Basic plus all options) H. Current/final contract value: $_______________________________ (Basic plus exercised options) I. Reasons for differences between initial contract cost and final contract costs: ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ J. What is the number of labor categories supported by this contract? ____________________ K. Was this a competitive contract? Yes_____ No_____

L. Did the contract support more than one main operational base? Yes_____ No_____ If yes, how many?_________

M. Did the contractor utilize subcontractors to accomplish any of the contractual requirements? Yes_____ No_____

N. Was the contractor required to hire additional personnel requiring Government security clearances prior to contract implementation? Yes_____ No_____

O. Are there Contractor Performance Assessment Reports (CPAR) or other Past Performance Reports available for this contract? Yes_________ No_________ P. Description of service provided: _______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

SECTION 2: CUSTOMER OR AGENCY IDENTIFICATION

A. Customer or agency name: _________________________________________________________________

B. Customer or agency description (if applicable): _______________________________________________________________

C. Geographic description of services under this contract, i.e. local, nationwide, worldwide, other Commands:

SECTION 3. EVALUATOR IDENTIFICATION

A. Evaluator's name: _________________________________________________________________________________ B. Evaluator's title: __________________________________________________________________________________ C. Evaluator's phone/fax number:_______________________________________________________________________ D. Evaluator’s email: ________________________________________________________________________________

E. Number of years evaluator worked on subject contract: _____________________________________

SECTION 4: EVALUATION

Please indicate your satisfaction with the contractor’s performance by placing an “X” in the appropriate block using the scale provided to the right of each question. This scale is defined as follows:

CODE

PERFORMANCE LEVEL

G GREEN/SATISFACTORY OR BETTER – The contractor’s performance meets contractual requirements. The contractual performance contained some minor problems for which corrective action taken by the contractor appear to have been or was satisfactory.

Y YELLOW/MARGINAL – Performance does not meet some contractual requirements. The contractual performance reflects a serious problem for which the contractor has not yet identified corrective actions or the contractor’s proposed actions appear only marginally effective or were not fully implemented.

R RED/UNSATISFACTORY – Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance contains serious problem(s) for which the contractor’s corrective actions appear or were ineffective.

N

NOT APPLICABLE - Unable to provide a score.

Resource Management

R1. Ability to provide a team organization that enables effective coordination of activities among subcontractors, core team members, and, if applicable, mentor/protégé, and joint venture partners as well as effective processes for internal team communication, monitoring team performance, resolving team conflict, and accomplishing tasks in a timely manner.

R2. Ability to provide a highly qualified workforce across a broad spectrum of A&AS support areas to include recruiting, hiring, replacing, and training employees as well as ensuring timely availability of appropriate personnel to meet accelerated delivery schedules or surge requirements.

R3. Ability to provide qualified personnel with appropriate security clearances promptly, especially when short notice is given.

Program Management

P1. Ability to successfully manage the business operations to support contracted efforts, including safety, security, and quality management while keeping the customer informed of any changes concurrent with the timely accomplishment of task orders and the submission of reports.

P2. Ability to perform, schedule, and manage costs using effective and efficient oversight plans, associated processes, and/or automated data systems/software.

P3. Ability to implement a transition plan from one contract to another while maintaining schedule and cost using risk mitigation processes

Cost/Price Performance

CP1. Accuracy and timeliness of funds status reporting.

CP2. Ability to submit timely proposals for additional customer and/or unscheduled requirements and perform within proposed prices.

CP3. Ability to promote savings for the customer and ensure best value pricing in proposals.

2. Please discuss each and every response for which you indicated G/S (Green/Satisfactory or Better) where you feel performance was beyond Satisfactory in response to the questions above. Additionally, please discuss each and every response for which you indicated Y/M (Yellow/Marginal) or R/U (Red/Unsatisfactory) (use additional sheets, if necessary).

3. Government Contracts Only: Has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations?

Yes___ Default___ Convenience___ Pending Terminations___

No ___

If yes, please explain (e.g., inability to meet cost, performance, or delivery schedules, etc).

SECTION 5: NARRATIVE SUMMARY

What were the contractor’s most positive aspects in the performance of the contract?

What was the contractor’s most negative aspect in the performance of the contract? ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Would you have any reservations about soliciting this contractor in the future or having them perform one of your critical and demanding programs?

Please provide any additional comments concerning this contractor’s performance, as desired.

Evaluator’s Signature

Date

Thank you for your prompt response and assistance!

Please return this completed questionnaire to:

DEPARTMENT OF THE AIR FORCE

OC-ALC/PKEA

ATTN: Mary Skaggs

3001 Staff Dr, STE 2Q77

Tinker AFB OK 73145-3020

Telephone: 405-739-9116

Fax: 405-736-8731 mary.skaggs@tinker.af.mil

ITO ATTACHMENT A-3

SAMPLE QUESTIONNAIRE COVER LETTER

LETTERHEAD

(Date)

FOR OFFICIAL USE ONLY

SUBJECT: Present/Past Performance Questionnaire for the TAASC II Solicitation Concerning Contract Numbers(s) (CONTRACT AND ORDER NUMBER (IF APPLICABLE) TO BE EVALUATED). The effort was performed by (SPECIFIC ENTITY THAT PERFORMED THE WORK) under (CAGE CODE).

(a) We are currently responding to OC-ALC/PKEA, Tinker Air Force Base, Oklahoma, Request for Proposal (RFP) FA8100-12-R-0003 for the Tinker Advisory and Assistance Services (TAASC) II requirement. This acquisition is being conducted as a price performance trade-off source selection. The RFP specifically requires that we, as an Offeror, send the attached questionnaire to several points of contact (POC) on recent and relevant efforts that we (or a proposed team member) have performed. As such, please take a few moments of your time to fill out the attached questionnaire.

(b) DO NOT RETURN THE COMPLETED QUESTIONNAIRE TO US. The information contained in the completed Present/Past Performance Questionnaire is considered sensitive and cannot be released to us, the Offeror. The completed Present/Past Performance Questionnaire should be sent directly to the Government not later than (DATE TO BE INSERTED BY OFFEROR). The questionnaires should be faxed to: OC-ALC/PKEA, ATTN: Mary Skaggs, FAX number (405) 736-8731, or e-mailed to the following address: mary.skaggs@tinker.af.mil

(c) If you have any questions regarding the source selection, contact the Contracting Officer, Mary Skaggs. If you have questions regarding the clarification of contract number, POC or program title on the questionnaire, please contact (CONTRACTOR’S POC AND PHONE NUMBER FOR PAST PERFORMANCE ISSUES).

(d) Thank you for your timely assistance.

Sincerely, (TITLE AND NAME OF COMPANY OFFICIAL)

Attachment: Present/Past Performance Questionnaire

NOTE: Offeror to insert information where there is (italics text surrounded by parentheses) in the sample letter.

ITO ATTACHMENT A-4

SUBCONTRACTOR/TEAMING PARTNER CONSENT FORM FOR THE RELEASE OR PAST AND PRESENT PERFORMANCE INFORMATION TO THE PRIME CONTRACTOR

Past performance information concerning subcontractors and teaming partners cannot be disclosed to a private party without the subcontractor’s or teaming partner’s consent. Because a prime contractor is a private party, the Government will need that consent before disclosing subcontractor/teaming partner past and present performance information to the prime during exchanges. In an effort to assist the Government’s Performance Confidence Assessment Group (PCAG) in assessing your past performance relevancy and confidence, we request the following consent form be completed by the major subcontractors/teaming partners identified in your proposal. The completed consent forms should be submitted as part of your Past Performance Volume.

SAMPLE CONSENT LETTER

Dear (Contracting Officer)

We are currently participating as a (subcontractor/teaming partner) with (prime contractor or name of entity providing proposal) in responding to the Department of the Air Force (location) request for Proposal (solicitation number) for the (program title or description of effort).

We understand that the Government is placing increased emphasis on past performance in order to obtain best value in source selections. In order to facilitate the performance confidence assessment process we are signing this consent form to allow you to discuss our past and present performance information with the prime contractor during the source selection process.

(Signature and Title of individual who has the authority to sign for and legally bind the company)

Company Name:

Address:

ITO ATTACHMENT A.5

SAMPLE CLIENT AUTHORIZATION LETTER

In an effort to assist the Government’s Performance Confidence Assessment Group (PCAG) in assessing your past performance on recent and relevant commercial contracts, we recommend that the following letter be sent to your points of contact for those commercial efforts that you identify in your Past Performance Volume:

SAMPLE CLIENT AUTHORIZATION LETTER

Note: This should be placed on company letterhead

Client Authorization Letter

Dear (Commercial Client/Customer)

We are currently responding to the Department of the Air Force, OC-ALC Request for Proposal (RFP FA8100-12-R-0003) for the Tinker Advisory and Assistance Services Contract.

The Government is placing increased emphasis on past performance in order to obtain best value in source selections. They are requesting that clients of companies who submit proposals in response to their RFP for the program/effort identified above be identified and that their participation in the validation process be requested. Therefore, in the event you are contacted for information on work we have performed on (list program); you are hereby authorized to respond to those inquiries.

We have identified Mr./Ms. (Name) of your organization as the point of contact based on their knowledge concerning our work. Your cooperation is appreciated. Any questions may be directed to (Name, title, phone number and fax number for the POC)

ITO ATTACHMENT B-1

PROPOSED TEAM LIST

TEAMING LIST

Designation Codes:

Joint Venture: JV

Informal Joint Venture: IJV

Prime/Sub: PS

Mentor/Protégé: MP

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

ITO Attachment B-2

Workload Distribution Matrix

Offerors shall list themselves (prime) and all proposed subcontractors. Offerors shall place the percentage (%) in each TAASC II PWS functional area(s) on the matrix that each proposes to perform under TAASC II.

Prime:

Subcontractors:

ITO ATTACHMENT B-3

TECHNICAL SUBFACTOR MATRIX

1: Resource Management

2: Program Management

INSTRUCTIONS: In the column titled “Location in Offeror’s Technical Proposal, Volume II,” indicate the page number and paragraph in the Offeror’s Technical Proposal, Volume II which correspond to each sub-element of each technical subfactor delineated in the PWS and Section L, Instructions to Offerors and Section M, Evaluation Factors for Award.

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