J85 Section L.pdf

FA8122-10-R-0012

J85 Section L - ITO

SECTION L - INSTRUCTIONS TO OFFERORS (ITO) and INSTRUCTIONS FOR PROPOSAL PREPARATION

USING PERFORMANCE PRICE TRADE-OFF WITH TECHNICAL ACCEPTABLE DETERMINATION

PROCEDURES

1.0 GENERAL INSTRUCTIONS

a) This section of the ITO provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. The offeror’s proposal must include all data and information requested by the ITO and must be submitted in accordance with these instructions. The offeror shall be compliant with the requirements as stated in the

Performance Work Specification (PWS) and the Repair Qualification Requirements (RQRs) for the National Stock Numbers

(NSN) listed in Section B. Non-conformance with the instructions provided in the ITO may result in an unfavorable proposal evaluation. To assure timely and equitable evaluation of proposals, offerors must follow the instructions contained herein.

Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or sub-factors. Failure to meet a requirement may result in an offer being ineligible for award. Offerors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale.

b) The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The proposal should not simply rephrase or restate the Government’s requirements, but rather shall provide convincing rationale to address how the offeror intends to meet these requirements. Offerors shall assume that the

Government has no prior knowledge of their facilities and experience, and will base its evaluation on the information presented in the offeror’s proposal.

c) The contracting officer has determined there is a high probability of adequate price competition in this acquisition. Upon examination of the initial offers, the contracting officer will review this determination and if, in the contracting officer's opinion, adequate price competition exists no additional cost information will be requested and certification under FAR 15.406-2 will not be required. However, if at any time during this competition the contracting officer determines that adequate price competition no longer exists; offerors may be required to submit information to the extent necessary for the contracting officer to determine the reasonableness of the price.

d) The CO will promptly notify offerors of any decision to exclude them from the competitive range, whereupon they may request and receive a debriefing IAW FAR 15.505. The CO will notify unsuccessful offerors in the competitive range of the source selection decision IAW with FAR 15.506. Upon such notification, unsuccessful offers may request and receive a debriefing. Offerors desiring debriefing must make their request IAW the requirements of FAR 15.505 or 15.506, as applicable.

e) If an offeror believes that the requirements in these instructions contain an error, omission, or are otherwise unsound, the offeror shall immediately notify the CO in writing with supporting rationale. The offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussions.

f) The offeror shall prepare the proposal as set forth in the Proposal Organization Table (Table 2.2 below). The titles and contents of the volumes shall be as defined in this table, all of which shall be within the required page limits and with the number of copies as specified in Table 2.2. Text of proposals shall be submitted in English. Proposals received in other than English shall be rejected. The attachments identified in the table should be separately bound in three-ring, loose-leaf binders, as necessary. The contents of each proposal volume are described in the INSTRUCTIONS TO OFFERORS paragraph as noted in the table below.

Table 2.2 – Proposal Organization

Volume

Section L Paragraph

Paragraph

Number

Printed

Copies

Digital

Copies

Page

Limit

I 5.0 Technical 7 2 20

II 6.0 Cost/Price 3 2 None

III 3.0 Contract Documentation

Model Contract (Sections A – K)

None

IV 7.0 Relevant Past and Present

Performance

7 2 N/A

See Para 7.0

g) Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal and (for paper copies) will be returned to the offeror as soon as practicable. Page limitations shall be placed on responses to Evaluation Notices (ENs). The specified page limits for EN responses will be identified in the letters forwarding the

ENs to the offerors. When both sides of a sheet display printed material, it shall be counted as 2 pages. Each page shall be counted except for cover pages, tables of contents, tabs, glossaries, file:///C:/Users/Melinda.Infante/far/FAR15.DOC%23b154062

h) Page size shall be 8.5 x 11 inches, not including foldouts. Pages shall be double-spaced typed with 1.5 line spacing. Except for the reproduced sections of the solicitation document, the text size shall be no less than 12 point. Tracking, kerning, and leading values shall not be changed from the default values of the word processing or page layout software. Use at least 1-inch margins on the top and bottom and ¾ inch side margins. Pages shall be numbered sequentially by volume. These page format restrictions shall apply to responses to ENs. These limitations shall apply to both electronic and hard copy proposals.

i) The content and page size of electronic copies must be identical to the hard copies. When discrepancies exist between the written hard copies and those provided in electronic format, the written hard copies will take precedence in all cases. For electronic copies, indicate on each Compact Disc Read Only Memory (CD-ROM) the volume number and title. Use separate files to permit rapid location of all portions, including subfactors, required plans, exhibits, appendices, and attachments, if any.

The offeror shall submit volumes I through II in electronic format. Each volume shall be submitted on a separate CD. If files are compressed, the necessary decompression program must be included. The electronic copies of the proposal shall be submitted in a format readable by Microsoft (MS) Word 2007, MS Excel 2007, MS-Project 2007, and MS-Power Point 2007, or Microsoft

VISTA as applicable.

j) Elaborate brochures or documentation, binding, detailed artwork, or other embellishments are unnecessary and are not desired.

k) The proposal acceptance period is specified in Section A of the model contract/solicitation. The offer shall make a clear statement in Section A of the proposal documentation volume that the proposal is valid until this date.

l) In accordance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one copy of all unsuccessful proposals. Unless the offer requests otherwise, the Government will destroy extra copies of such unsuccessful proposals.

2.0 GENERAL INFORMATION

a) The Procurement Contracting Officer (PCO), Melinda Infante is the sole points of contact for this acquisition. Address any questions or concerns you may have to them. Written requests for clarification may be sent to them at the address located in

Section A of the model contract/solicitation.

b) The "original" proposal shall be identified. Proposals shall be addressed as follows and mailed to: 848 SCMG/PKAB, Attn:

Melinda Infante, 3001 Staff Drive, BLDG 3001 STE 1AF197E, Tinker AFB OK 73145-3028.

3.0 REQUIRED INFORMATION

a) The purpose of this section is to provide information to the Government for preparing the contract document and supporting file. The offeror’s proposal shall include a signed copy of the Model Contract, and Sections A through K. This includes:

b ) Section A – Solicitation/Contract Form

Completion of blocks 12, 13, 14, 15, and signature and date for block 27 of the Standard Form 1447. Signature by the offeror on the Standard Form 1447 constitutes an offer, which the Government may accept.

c) Section B – Supplies or Services and Costs/Prices

All pricing information shall be addressed in Section B of the Schedule. Information shall be limited to Contract Line Item

Number (CLIN) and Sub-CLIN level pricing, including unit and extended pricing, as specified in Section B of the RFP.

d) Complete the necessary fill-ins and certifications in Sections I through K. Sections C through K shall be returned in their entirety.

e) Exceptions taken to terms and conditions of the model contract, to any of its formal attachments or to other parts of the solicitation shall be identified. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation. Failure to comply with the terms and conditions of the solicitation may result in the offeror being removed from consideration for award.

4.0 OTHER INFORMATION REQUIRED

a) Provide the name, title and telephone number of the company/division point of contact regarding decisions made with respect to your proposal and who can obligate your company contractually. Also, identify those individuals authorized to negotiate with the Government.

b) Provide the mailing address, telephone and fax numbers and facility codes for the cognizant Contract Administration Office, DCAA, and Government Paying Office. Also, provide the name and telephone and fax number for the Administrative

Contracting Officer (ACO).

c) Provide company/division's street address, county and facility code; CAGE code; DUNS code; size of business (large or small); and labor surplus area designation. This same information must be provided if the work for this contract will be performed at any other location(s). List all locations where work is to be performed and indicate whether such facility is a division, affiliate, or subcontractor, and the percentage of work to be performed at each location.

5.0 MISSION CAPABILITY

a) Mission Capability should be specific and complete. Legibility, clarity and coherence are very important. All the requirements specified in the solicitation are mandatory. To be awardable the offeror shall be a qualified source in accordance with the RQRs for the Master NSNs. By your proposal submission you are representing that your firm will perform all the requirements specified in the RFP. It is not necessary or desirable for you to tell us so in the proposal. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

Technical Acceptability.

Subfactor 1: Transition/Phase-In

Subfactor 2: Supply Chain Management

The Offeror shall: Subfactor 1) Provide a milestone schedule, which includes required support equipment, tooling and the capacity to meet full production during transition/phase-in period. Provide a production plan to ensure minimal disruption of mission support through contract transition and phase-in period. Present method to obtain access to required technical orders and gain/maintain access to required data systems in accordance with PWS 1.7.1. Subfactor 2) Provide a Contractor Furnished

Material (CFM) management plan to forecast, operate and maintain an adequate inventory and supply ordering system to ensure supportability of delivery requirements. CFM management plan shall include methods to procure all CFM required to meet remanufacture requirements in accordance with PWS 1.6.2 and 1.6.3.

6.0 COST/PRICE

a)Pricing information shall be addressed only in Section B of the model contract, to include Contract Line Item Number (CLIN), and SubCLIN (SLIN) level pricing, including unit and extended pricing. In the price volume, the Offeror shall provide the following information in addition to the pricing in Section B of the solicitation. These instructions are to assist you in submitting information required to evaluate the reasonableness of your proposed cost/price. Compliance with these instructions is mandatory and failure to comply may result in rejection of your proposal.

b) General Instructions

Information beyond that required by this instruction shall not be submitted, unless you consider it essential to document or support your cost/price position. All information relating to the proposed price including all required supporting documentation must be included in the section of the proposal designated as the Cost/Price Volume. Under no circumstances shall this information and documentation be included elsewhere in the proposal.

c) Cost/Price Reasonableness

Unreasonably low or high proposed prices, initially or subsequently, may be grounds for eliminating a proposal from competition on the basis that the Offeror does not understand the requirement. Additionally, unbalanced pricing poses an unacceptable risk to the Government and may be a reason to reject an offeror’s proposal. Offers should be sufficiently detailed to demonstrate their reasonableness. The burden of proof for credibility of proposed costs/prices rests with the offeror.

d) Cost or Pricing Information Requirements

FAR 12.209 gives the requirement to establish price reasonableness in accordance with 13.106-3 (Simplified Acquisition

Procedures), 14.408-2 (Sealed Bidding), or 15.4 (Contract Pricing by Negotiation), as applicable. FAR part 15 applies. In accordance with FAR 15.403-3-1(b), prices based on adequate price competition do not require submission of cost or pricing data. In accordance with FAR 15.403-3(a), however, information other than cost or pricing data may be required to support price reasonableness. FAR 15.403-3(a)(1) provides for obtaining information other than cost or pricing data if needed to determine price reasonableness. Therefore, the FAR does not preclude the requirement for obtaining other than cost or pricing data under certain circumstances and the Government reserves the right to obtain data as appropriate. Should the CO determine proposed prices to appear unreasonable or the possibility that an Offeror does not fully understand the requirement, the Offerors may be required to support price reasonableness via other than cost or pricing data. If, after receipt of proposals, the CO determines that there is insufficient information available to determine price reasonableness and none of the exceptions in FAR 15.403-1 apply, the offeror shall be required to submit cost or pricing data.

e) Rounding

All dollar amounts shall be rounded to the nearest dollar. Proposal shall be submitted in terms of U.S. dollars. Proposals received in other than U.S. dollars shall be rejected.

f) Volume Organization.

The Cost/Price volume shall consist of the following sections:

SECTION 1 - Table of Contents; summary descriptions of estimating, purchasing, and accounting systems; changes to estimating, accounting practices, or Cost Accounting Standards (CAS) Disclosure Statement.

SECTION 2 - Cost or pricing information and supporting data, to include estimating methodology.

SECTION 3 - Other information such as long lead costs, termination costs, inflation rate summary and explanation, and special tooling/test equipment. List each exception to the ground rules and assumptions provided in the solicitation and each qualification of the Cost/Price volume, if any. Provide complete rationale for any exceptions.

SECTION 4 – Copy of Section B from RFP with Offeror’s proposed prices included.

g) Estimating System

Provide a summary description of your standard estimating system or methods. Also, identify any deviations from your standard estimating procedures in preparing this proposal volume. Indicate whether you have Government approval of your system and if so, provide evidence of such approval.

h) Purchasing System

Provide a summary description of your purchasing system or methods (e.g., how material requirements are determined, how sources are selected, when firm quotes are obtained, what provision is made to ensure quantity and other discounts). Also, identify any deviations from your standard procedures in preparing this proposal. Indicate whether you have Government approval of your system and if so, provide evidence of such approval.

i) Accounting System

Indicate whether you have Government approval of your accounting system and if so, provide evidence of such approval. Also, identify any deviations from your standard procedures in preparing this proposal.

j) O&A Overhead Rate Support

Contract Line Item X080 includes an Fixed Hourly Rate for post-award pricing of Over and Above effort as appropriate. This

Fixed Hourly Rate figure shall represent all indirect costs plus profit associated with obtaining Over and Above costs.

k) Annual Price Changes

Proposed price increases greater than 5% per period shall be verified and addressed for reasonableness in this section.

l) Government Field Support Agencies

Identify the cognizant Defense Contract Audit Agency (DCAA) and Defense Contract Management Agency (DCMA) office responsible for administration of the Offeror’s Government contracts.

m) Other Documentation

Other documentation considered by Offerors to be essential for support of proposed prices shall be presented in this section.

Pursuant to paragraph 6.1.1 above, Offerors are requested to address any proposed prices which reflect a business decision to offer prices at or below cost.

o) Submission of Price/Cost Models

Submit an electronically encoded price/cost model in support of the proposed Total Evaluated Price (TEP). Any price/cost model submitted must be consistent with your approved estimating system and must duplicate the logic and mathematical formulas reflected in the paper copy of your proposal. Cost/price models submitted must comply with the following format requirements:

(i) Data file should be submitted on a CD.

(ii) Data file should be .XLS file format (MS-Excel 2007 or earlier) compatible format.

7.0 PAST PERFORMANCE INFORMATION - Relevant Past and Present Performance

a) In the relevant past and present performance volume, the offeror shall provide the following information:

1) Table of Contents

2) Summary Page describing the role of the offeror and each subcontractor, teaming partner, and/or joint venture partner on which the offeror is required to provide Past and Present Performance Information Sheets, in accordance with paragraph b. below.

3) Past Performance Information Sheets in accordance with Attachment L-1.1. See paragraph b below.

4) Consent Letters executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing release of adverse past performance information so the offeror can respond to such information. See

Attachment L-1.4 for a sample Consent Letter.

5) Client Authorization Letters for each identified effort for a commercial customer authorizing release to the

Government of requested information on the offeror’s performance. See Attachment L-1.5 for a sample letter.

6) Organization Structure Change History – See paragraph 7.0 (g) below.

b) Past and Present Performance Information Sheets. Submit information on contracts you consider most relevant in demonstrating your ability to perform the J85 MISTR component remanufacture effort. The offeror shall submit Past

Performance Information Sheets in accordance with the format contained in Attachment L-1.1. This information is required on the offeror and subcontractors, teaming partners, and/or joint venture partners proposed to perform 25% of the proposed effort based on the total proposed price, or perform aspects of the effort the offeror considers critical to overall successful performance.

Additionally, the offeror shall submit a Consent Letter for each subcontractor or teaming partner (See Attachment L-1.4). For purposes of past performance evaluation, the managing partner of a joint venture will be considered the prime and the other partner(s) will be evaluated as teaming partner/subcontractor. The offeror shall identify up to seven (7) relevant contracts for the prime and up to five (5) relevant contracts for each critical subcontractor or teaming partner. Contracts may be active or completed; either Government or commercial. For each relevant contract, the offeror shall submit a Past and Present

Performance Information Sheet. Each relevant contract shall have been performed during the past five years from the date of issuance of this solicitation. The page goal for each contract Performance Information Sheet is five pages. Offerors are cautioned that the Government will use data provided by each offeror in this volume and data obtained from other sources in the evaluation of past and present performance.

c) The offeror is requested to submit the Past and Present Performance Volume ten calendar days prior to required proposal submission date to the Contracting Officer at the address specified on the questionnaire. Failure to submit early proposal information will not result in offeror disqualification.

d) Submit information on contracts that you consider relevant in demonstrating your ability to perform the proposed effort.

Include rationale supporting your assertion of relevance. For a description of the characteristics or aspects the Government will consider in determining relevance, see Section M, paragraph i. The Government will not consider performance on a contract that concluded more than five years prior to the issuance date of this solicitation. NOTE: If any part of the performance falls within the five-year timeframe, the contract in its entirety may be evaluated for past performance. For example, if a contract completed three years ago, but the contract began seven years ago, the Government may also review performance for the entire life of that contract. Offerors are required to explain what aspects of the contracts are deemed relevant to the proposed effort, and to what aspects of the proposed effort they relate. Categorize the relevance information into the specific evaluation subfactor(s) used to evaluate the proposal:

Subfactor 1: Transition/Phase-In

Subfactor 2: Supply Chain Management

e) In describing contractual effort and the offeror’s performance, include specific details of technical performance (actual performance versus required performance); actual quality or reliability versus specified levels; security deviations, violations, compromises; management performance in meeting program schedules and milestones; and quality management and process improvement. This 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. Merely having problems does not automatically equate to a

Little Confidence or a No Confidence rating, since the problems encountered may have been on a more complex program, or an offeror may have subsequently demonstrated the ability to overcome the problems encountered. The offeror is required to clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvement achieved or problems rectified. This may allow the offeror to be considered a higher confidence candidate. For example, submittal of quality performance indicators or other management indicators that clearly support that an offeror has overcome past problems is required.

f) As past performance information is relevant information regarding a contractor’s actions under previously awarded contracts, the Government, while focusing on the Technical factor, reserves the right to evaluate a contractors past performance that may not be directly linked to Technical (e.g., contractor’s record of conforming to contract requirements and to standards of good workmanship; the contractor’s record of forecasting and controlling costs; the contractor’s adherence to contract schedules, including administrative aspects of performance; the contractor’s history of reasonable and cooperative behavior and commitment to customer satisfaction; and in general, the contractor’s business-like concern for the interest of the customer.)

g) Many companies have acquired, been acquired by, or otherwise merged with other companies, and/or reorganized their divisions, business groups, subsidiary companies, etc. In many cases, these changes have taken place during the time of performance of relevant present or past efforts or between conclusion of recent past efforts and this source selection. As a result, it is sometimes difficult to determine what past performance is relevant to this acquisition. To facilitate this relevancy determination, include in this proposal volume a “roadmap” describing all such changes in the organization of your company. As part of this explanation, show how these changes impact the relevance of any efforts you identify for past performance evaluation/performance confidence assessment. Since the Government intends to consider present and past performance information provided by other sources as well as that provided by the offeror(s), your “roadmap” should be both specifically applicable to the efforts you identify and general enough to apply to efforts to which the Government receives information from other sources.

h) The Government requests the offeror send out Present/Past Performance Questionnaires to each of the Points of Contact

(POCs) identified in the Past Performance Volume (including subcontractors/teaming partners). A cover letter for transmitting the questionnaire to each POC is provided. The completed questionnaire must be sent directly to the Government, NOT back to the offeror. Completed questionnaires are considered source selection sensitive information and shall not be released to any offeror. See Attachment L-1.2 for the Questionnaire and Attachment L-1.4 for the Sample Questionnaire Cover letter.

i) For past performance on Government contracts, questionnaires should be sent to the following: (1) Contracting Officer’s

Technical Representative; (2) Program/Project Manager; (3) ACO; and (4) PCO. For commercial contracts, send the questionnaires to the commercial equivalents of these individuals. Each of the offeror’s references must complete the questionnaire and mail a hard copy or fax directly to 848 SCMG/PKAB ATTN: Rhonda Croft at the address stated on the questionnaire. Copies may be sent via facsimile to (405) 736-8731. Offerors may opt to allow the return of completed questionnaires to the Government via electronic mail. This is solely at the discretion of the offeror, with the understanding that e-mail systems, servers, Internet, intranets and extranets are not considered secure. If offerors do opt to have completed questionnaires returned to the Government by e-mail the address is Rhonda.croft@tinker.af.mil.

j) For commercial contract references, a Client Authorization Letter must be included with the questionnaire to ensure their freedom to respond without liability.

k) Offeror shall exert his best effort to ensure that all the points of contact complete and return the questionnaires to the

Government by the RFP closing date.

ATTACHMENT L-1

PAST PERFORMANCE PACKAGE

ATTACHMENT

L-1.1 PAST AND PRESENT PERFORMANCE INFORMATION SHEET

L-1.2 PAST AND PRESENT PERFORMANCE QUESTIONNAIRE

L-1.3 SAMPLE QUESTIONNAIRE COVER LETTER

L-1.4 SAMPLE CONSENT LETTER

L-1.5 SAMPLE CLIENT AUTHORIZATION LETTER

ATTACHMENT L-1.1

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. Provide a separate completed form for each contract/program submitted. Limit the number of past efforts submitted to seven (7) for the prime and five (5) for the subcontractor, and the length of each submission to five (5) pages, as set forth at paragraph 7.0(b) Section L.

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 (FFP or Cost)

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

(Provide brief description of your effort on program and highlight portions considered most relevant to proposed 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 four individuals. For commercial contracts, provide points of contact fulfilling these same roles).

1. COTR / QAR Name:

Office:

Address:

Telephone:

FAX Number:

2. Program Manager and/or Name:

Site Manager Office:

2. Administrative Name:

Contracting Officer Office:

3. Contracting Officer Name:

Office:

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 Section M, illustrate how your experience on this program applies to that subfactor, if you are to perform the same effort on the proposed contract.

J. 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).

SOURCE SELECTION INFORMATION – SEE FAR 3.104

FOR OFFICIAL USE ONLY

ATTACHMENT L-1.2

PAST/PRESENT PERFORMANCE QUESTIONNAIRE

J85 MISTR Component Remanufacture

Please Fax or mail the completed questionnaire to:

848 SCMG/PKAB FAX: (405) 739-8731

ATTN: Rhonda Croft e-mail: Rhonda.croft@tinker.af.mil

Bldg 3001 Staff Drive Ste 1AF1 97E

TINKER AFB OK 73145

SECTION 1: CONTRACT IDENTIFICATION (of contract being evaluated)

A. Contractor (being evaluated):

B. Cage Code under which contract was performed:

C. Contract number / Program Title:

D. Contract type (ex: FFP, Cost, T&M):

E. Was this a competitive contract? Yes___No___

F. Period of Performance:

G. Initial (at time of award) contract value: $ (Basic plus all options)

H. Current/final contract value: $ (Basic plus exercised options)

I. Reasons for differences between initial contract value and final contract value:

J. Description of services provided:

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

Yes___No___

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. Number of years evaluator worked on subject contract: __________________________

SECTION 4: EVALUATION

Please indicate your satisfaction with the contractor’s performance by marking the performance scale indicated in the appropriate block. The scale is defined as follows:

CODE PERFORMANCE LEVEL

E EXCEPTIONAL – The contractor’s performance meets contractual requirements and exceeds many (requirements) to the Government’s benefit. The contractual performance was accomplished with few minor problems for which corrective actions taken by the contractor were highly effective.

V VERYGOOD – The contractor’s performance meets contractual requirements and exceeds some

(requirements) to the Government’s benefit. The contractual performance was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

S SATISFACTORY – The contractor’s performance meets contractual requirements. The contractual performance contained some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

M 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.

U 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 rating.

NOTE:

Please discuss each and every response for which you indicated Exceptional, Very Good, Satisfactory, Marginal, or

Unsatisfactory in response to the questions below (use additional sheets, if necessary).

1- Transition/Phase In (PWS 1.7.1)

E V S M U N

P 1.1. Demonstrated the ability to identify and establish facilities, parts, material and personnel to begin component remanufacture efforts.

P 1.2. Demonstrated the ability to identify and forecast required CFM requirements to meet established delivery schedules.

P 1.3. Demonstrated the ability to develop and establish milestone schedules and production plans to meet component remanufacture requirements.

P 1.3. Demonstrated the ability to establish and maintain a technical order library and gain access to data systems required to meet component remanufacture requirements.

P 1.4. Demonstrated the ability to identify and establish facilities, parts, material and personnel to meet component remanufacture requirement delivery time frames.

P 1.5. Demonstrated the ability to align and re-align required resources to meet component remanufacture delivery requirements.

Remarks:

2. Supply Chain Management (PWS 1.6.2 & 1.6.3)

E V S M U N

P 2.1. Demonstrated the ability to identify, source, and obtain CFM requirements for remanufacture of items without impacting delivery schedules.

P 2.2. Demonstrated the ability to develop, establish, and maintain strategic supplier relationships to effectively manage CFM requirements.

P 2.3. Demonstrated the ability to establish and maintain subcontract arrangements and relationships with subcontractors and associate contractors.

P 2.4. Demonstrated the ability to collaborate and share information to develop and forecast future parts and material requirements.

P 2.5. Established and maintained a subcontractor rating system that ranks suppliers according to performance and incentivizes improved performance.

P 2.6. Demonstrated experience and ability with supply chain management systems integrated into the remanufacture process to track and update parts and material status in real time.

Remarks:

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

Yes___ Default___ Convenience___ Pending Termination___

No___

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

SECTION 5: NARRATIVE SUMMARY

What were the contractor’s strong points in the performance of the contract as they relate to transition phase and supply chain management under Section 4 of this questionnaire?

What were the contractor’s shortcomings in the performance of the contract as they relate to transition phase and supply chain management under Section 4 of this questionnaire?

What were the contractor’s strong points in the performance of the contract?

What were the contractor’s shortcomings in the performance of the contract?

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

Was the contractor ever issued a cure or show cause notice under the referenced contract, or was he ever in breach of contract? If yes, explain.

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

Do you know of any other similar contracts performed by this contractor? If yes, can you identify contract/program, and provide a point of contact?

Evaluator’s Signature Date

THANK YOU FOR YOUR PROMPT RESPONSE AND ASSISTANCE!

ATTACHMENT L-1.3

SAMPLE QUESTIONNIARE COVER LETTER

LETTERHEAD

(Date)

FOR OFFICIAL USE ONLY

SUBJECT: Present/Past Performance Questionnaire for the J85 MISTR Component Remanufacture Contract concerning contract numbers(s) (CONTRACT AND ORDER NUMBER (IFAPPLICABLE) TO BE EVALUATED). The effort was performed by (SPECIFIC ENTIRY THAT PERFORMED THE WORK) under (CAGE CODE).

1. We are currently responding 848 SCMG/PKAB, Tinker AFB OK, Request for Proposal (RFP) FA8122-10-R-0012 for the J85 MISTR Component Remanufacture Contract. This acquisition is being conducted as a best value 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.

2. 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: 848 SCMG/PKAB ATTN: Rhonda Croft on

FAX number (405) 739-8731 or e-mailed at the following address: Rhonda.croft@tinker.af.mil.

3. If you have any questions regarding the source selection, contact the Contracting Officer, Melinda Infante. 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).

4. Thank you for your timely assistance.

Sincerely, (TITLE AND NAME OF COMPANY OFFICIAL)

ATCH: Present/Past Performance Questionnaire

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

ATTACHMENT L-1.4

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:

CAGE Code:

ATTACHMENT L-1.5

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

(for commercial contracts)

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, 848 Supply Chain Management Group (SCMG)/PKAB , Tinker AFB OK 73145 Request for Proposal (RFP No.) for the (program title or description of effort).

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)