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Instructions to Receive Past Performance Volume Electronically Using the Past Performance Information (PPI) Tool (Version 08-10-2013)
Notes to EZ Source Focal Point and Contracting Officers:
THESE INSTRUCTIONS ARE FOR GOVERNMENT USE ONLY AND SHOULD NOT BE INCLUDED AS PART OF THE RFP.
Building your RFP EZ Source Focal Points need to provide the latest Section L instructions and the PPI tool to source selection teams; the instructions need to be incorporated as an attachment to Section L of the RFP. Once instructions are incorporated into the RFP, the source selection teams need to attach the PPI tool to FedBizOpps to allow the government to receive past performance data electronically.
· IMPORTANT: When developing the RFP, teams should note in Section L that the line spacing, font size (etc.) restrictions do not apply to the pages that are generated by the PPI tool.
Note: Additional Past Performance Information may be requested outside of the PPI tool. If so, do the following:
· Include instructions in the RFP for offerors to add the additional information (e.g., organizational charts) to the Past Performance Volume in both electronic format and hard copies.
· Ensure the additional information does not exceed the stated page count, if applicable
Uploading the PPI Tool to FEDBIZOPPS In order to upload the PPI tool to FedBizOpps, perform the following steps:
1. Access the FedBizOpps (https://www.fbo.gov/) website
2. Go to your team’s specific solicitation page.
3. Upload the PPI tool to the “All Files” column on the solicitation’s “Notice Details” tab with the solicitation posting.
4. The PPI tool displays as a link for the offerors to download the tool.
Figure 1: PPI Tool added to FEDBIZOPPS Page Format There are two printouts the PPI Tool can output: Business Relationships and Past Performance Information. The government evaluation team will use the electronic contents of the PPI Tool (which is an Access database file) when evaluating proposals in the EZ Source electronic source selection tool.
If accepting hard copies of proposals, the PPI Tool report dictates the format of the PPI tool printouts, and Offerors will be unable to comply with page format requirements in Section L if they differ from that format. PPI tool printouts are in the following format:
· Font Family: Times New Roman
· Font Size: 12pt
· Page Margins: 1” top, bottom, left & right
· Page Size: 8.5” x 11”
· Line Spacing: 1
· Header/Footer: “Source Selection Information – See FAR 2.101 and 3.104. For Official Use Only” Further hard copy recommendations:
· We recommend that the Contracting Officer (CO) exclude the PPI Tool ouputs from the Section L-specified formatting; however, it is the CO’s decision on what to require.
· The length of the Business Relationships Report will depend upon how many team members each Offeror is providing past performance information on. The CO can determine if there should or should not be an assigned page limit.
· Each report has a page number in the footer. Each report begins with Page 1, then 2, etc. If the Section L instructions specify that the Past Performance Volume must have the page numbers labeled consecutively across the whole volume, offerors will be unable to comply.
Example Printouts
Character Limits The following character limits are for information purposes only.
Required fields are shown with an asterisk (*)
| Business Relationships |
| Character Limit |
| *Role in Proposed Acquisition |
| Radio Button |
| Past Performance Information |
| Character Limit |
| *Contractor |
| Drop-Down Menu |
| *Short Program Title (i.e. Acronym) |
| 50 |
| *Contract Dollar Value - Original |
| 50 |
| *Contract Dollar Value - Current |
| 50 |
| Contract Dollar Explanation |
| 32,000 |
| *Performance Original End |
| Date |
| *Performance Current End |
| Date |
| Performance Explanation |
| 32,000 |
| *Brief Description of Effort |
| 32,000 |
| *Factor/Subfactor Experience |
| 32,000 |
| Subcontracting Plan |
| 32,000 |
| PPI Key Individuals |
| Character Limit |
| PPI Customer Points of Contact |
| Character Limit |
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