Attachment_L-6___Past_Performance_Info__3DEC2012.pdf

FA8903-13-R-0002

PCM-13

Attachment L-6 PPI Instructions

SOURCE SELECTION SENSITIVE

PAST PERFORMANCE INFORMATION

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 and the length of each submission to the limitations set forth in Section L, Instructions to Offerors at paragraph 5.4.1, Table 2.2, and Volume III Past Performance of this solicitation.

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

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:

Attachment L-6 PPI Instructions

F. 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: Name

Office Address

Telephone

2. Contracting Officer:

Name

Office

3. Administrative

Name

Contracting Officer Office

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

H. For the Technical Capability factor in Section M, illustrate how your experience on this program applies.

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

J. Include relevant information concerning your compliance with subcontracting plan goals for small disadvantaged business (SDB) concerns, monetary targets for SDB participation, and notifications submitted under FAR 52.219-25, Small Disadvantaged Business Participation

Program—Disadvantaged Status and Reporting.

K. Include relevant information concerning your compliance with FAR 52.219-8, Utilization of

Small Business Concerns, on the contract you are submitting.

L. 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).

Past Performance Information (PPI) for Offerors

Offerors must use the PPI Tool in order to electronically submit the Past Performance Volume in accordance with the RFP.

Attachment L-6 PPI Instructions

Downloading the PPI Tool The PPI Tool can be downloaded by performing the following steps (if you are unable to download the Tool, contact the contracting officer for assistance):

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

2. Find the solicitation posting.

3. Locate the ―ppi toolǁ link from the ―All Filesǁ column on the solicitation‘s ―Notice Detailsǁ tab .

4. Select the link and save the ―ppi toolǁ to your computer. Name the file as the prime contractor + RFP number + file extension (e.g. XYZCompanyFA861710R6158.mdb).

Note: PPI Tools saved in Microsoft Office versions 2007 and greater will be saved with

―.accdbǁ file extension. Files saved with versions less than Microsoft Office 2007 will be saved with ―.mdbǁ extension.

Entering information in the PPI Tool After selecting and saving the tool, enter information by performing the following steps:

1. Open the saved PPI Tool.

2. Select the ―Optionsǁ button from the ―Security Warningǁ banner, if applicable

. The ―Security Alertǁ pop-up screen displays.

Figure 1: Security Alert Pop-up

Note:

• Files saved using Microsoft Office 2010 will have the ―Enable Contentǁ button on the

―Security Warningǁ banner and therefore will not get a Security Alert pop-up.

• If a "read only" file is opened, in order to populate data in the file, click "Save As" in the

"Read-Only" message bar. Enter the filename as the prime contractor + RFP number + file extension (e.g. XYZCompanyFA861710R6158.mdb).

3. Select the radio button ―Enable this contentǁ and then click ―OK.ǁ A setup pop-up screen displays.

http://www.fbo.gov/)

Attachment L-6 PPI Instructions

Figure 2: Setup Pop-Up

4. Select the ―Startǁ button. The ―Application Setupǁ screen displays.

Figure 3: Application Setup Screen

5. Enter the Offeror‘s Name and RFP Number and then click the ―Nextǁ button. The application setup continues.

Figure 4: Continue the Application Setup

6. Choose the appropriate option by selecting the corresponding radio button and then click the

―Nextǁ button. The ―Contractor‘s Menuǁ displays.

Figure 5: Contractor’s Menu

Attachment L-6 PPI Instructions

7. Click the ―Step 1: Set up Business Relationshipsǁ button to create a business relationship, if applicable, for each contributing contracting organization before proceeding throughout the PPI Tool (refer to Section L of the RFP for detailed instructions). Identify all prime and sub-prime organizations and categorize them according to the appropriate role in the proposed acquisition. The ―Business Relationshipsǁ screen displays.

Figure 6: Business Relationships

8. Click the ―Newǁ button to create a business relationship for the proposed acquisition. An additional ―Business Relationshipsǁ screen displays.

Figure 7: Enter New Business Relationship

9. Complete the fields as follows (fields marked on the screen with an asterisk ‗*‘ are required):

• Contractor‘s Name: Self-explanatory

• 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.ǁ

• Place of Work: Location where contractor will perform work.

• Percentage of Work: Identify percentage of work contributed by specified contracting organization.

Attachment L-6 PPI Instructions

• Responsibilities: Detail responsibilities of specified contracting organization.

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

• Add – Saves the current business relationship and allows for the addition of a new one.

• Close – Cancels the current business relationship without saving.

Note: In order to edit or delete an existing business relationship in the list, double-click on it.

11. Select the ―Closeǁ button on the ―Business Relationshipsǁ screen after all of the business relationships has been added.

12. Click the ―Step 2: Enter Past Performance Information (PPI)ǁ button to enter the Past Performance Information. The ―Past Performanceǁ screen displays.

Figure 8: Past Performance

13. Click the ―Newǁ button to enter Past Performance Information for the proposed acquisition.

An additional ―Past Performanceǁ screen displays.

Figure 9: Enter Past Performance Information

14. Complete the fields on each of the tabs as follows (fields on the screen marked with an asterisk ‗*‘ are required):

• Contract Information Tab

Attachment L-6 PPI Instructions

Contractor: Select from the dropdown the appropriate contractor.

Cage Code: Self-explanatory.

Contract Number: If you don‘t have a contract number, enter ―N/A.ǁ

Program Title: Enter full name of program.

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

DUNS Number: Self-explanatory

Delivery Task/Order: If the order is provided as a stand-alone reference, enter the task/call/delivery/purchase order number.

Contract Type: Enter Firm-Fixed-Price (FFP), Cost Plus Fixed-Fee (CPFF), Indefinite

Delivery/Indefinite Quantity (ID/IQ), LH, Blanket Purchase Agreement (BPA), Cost

Plus Incentive-Fee (CPIF), Cost Plus Award Fee (CPAF), etc. For additional clarification, click the question mark button.

Short Program Title (i.e. Acronym): Enter abbreviated title for the program or enter

―N/A.ǁ

Contract Dollar Value:

o Original: Input total contract dollar value, with all options if applicable, in the amount originally awarded on the referenced contract.

If ID/IQ or BPA, provide total ceiling.

If stand-alone task/call/delivery/purchase, provide amount of the individual contract.

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

If ID/IQ or BPA, provide total ceiling.

If stand-alone task/call/delivery/purchase, provide amount of the individual contract.

Period of Performance (mm/dd/yy) o Start Date: Input start date of contract.

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

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

o Explain the differences in Period of Performance, if applicable: Enter an explanation of the difference between ―Original End Dateǁ and ―Current End Date.ǁ

• Program Details Tab

Brief Description of Effort as:

o Select Prime, Sub, Joint Venture, or Other (Explain). An explanation comment box will display when you select ―Other.ǁ o Provide a brief description of the service provided and actual work performed under this contract reference.

Attachment L-6 PPI Instructions

Explain how your experience on this program is relevant under the Technical

Factor in Section M of the RFP, including any unique aspects that demonstrate relevancy in this effort: Provide evidence to support how the contract referenced has relevant experience and demonstrates the ability to perform the solicitation requirements as described in Section M of the RFP.

Include relevant information concerning your compliance with FAR 52.219-8, Utilization of Small Business Concerns, on the contract you are submitting: Enter the information if applicable.

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: Enter the information if applicable.

• POC & Key Individuals Tab

Key Individuals: Click the ―Newǁ button to specify any key individual or individuals who participated in this program or who may support the proposed acquisition. Also indicate their roles for both acquisitions, previous and current. To edit or delete an existing key individual, double-click an item from the list.

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 ―Newǁ button for each individual and fill out the necessary information.

Customer Points of Contact: Click the ―Program/Site Manager,ǁ ―Contracting

Officerǁ or ―Admin POCǁ button for the point of contact that you would like to add, edit, or delete.

Note: 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.

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

• Save – Saves the Past Performance Information and displays the ―Contract Informationǁ tab on the Past Performance screen.

• Close – Closes the Past Performance screen. If there were any updates, a pop-up window displays asking to save before closing.

• Delete – Deletes the current PPI record. A pop-up window displays, select ―Yesǁ to delete the record or ―Noǁ to close the window without deleting the record.

Note: In order to edit or delete an existing PPI record in the list, double-click on it.

16. Select the ―Closeǁ button on the ―Past Performance Informationǁ screen after all of the PPI records have been added.

Attachment L-6 PPI Instructions

Printing Reports and Submitting PPI Tool

In order to print the Business Relationships and PPI reports, perform the following steps:

1. Click the ―Step 3: Print Reportǁ button . A pop-up displays asking which report to print.

Figure 10: Select Report to Print

2. Select separately each of the two options, ―Business Relationshipsǁ or ―Past

Performance.ǁ The Business Relationships and Past Performance documents will print separately; combine the two to create your Past Performance Volume.

In order to submit the Business Relationships and PPI, perform the following steps:

3. Click the ―Step 4: Submitǁ button . The

―Submission Instructionsǁ screen displays.

Figure 11: Submission Instructions

4. Follow the submission instructions. Hard copies of the pages generated from this tool shall be used in the hard copy of the past performance volume subject to the limitations outlined in this RFP and should be Tab 1 of the past performance volume.

Note:

• Submit an electronic copy (e.g. CD) of the saved PPI database file with your proposal.

Enter the filename as the prime contractor + RFP number + file extension (e.g.

XYZCompanyFA861710R6158.mdb).

• Once the file is saved to a CD or any location that is marked as ―Read-only,ǁ it must first be saved to the desktop in order to read/edit the file.

Attachment L-6 PPI Instructions

PPI Character Limit

Business Relationships Character Limit

Other (Explain) 50

Contractor’s Name 50

*Responsibilities 16,000/32,000

Percentage of Work 50

Place of Work 50

Past Performance Information Character Limit

Other 50

Cage Code 50

DUNS Number 50

Contract Number 80

Program Title 80

Short Program Title (i.e. 50 Acronym)

Contr Agency/Customer 80

Delivery/Task Order 50

Performance Start Date

Performance Original End Date

Performance Current End Date

*Performance Explanation 16,000/32,000

Contract Dollar Value ‐ Original 50

Contract Dollar Value ‐ Current 50

*Contract Dollar Explanation 16,000/32,000

Program Details Other 50

*Brief Description of Effort 16,000/32,000

*Factor/Subfactor Experience 16,000/32,000

*FAR Compliance 16,000/32,000

*Subcontracting Plan 16,000/32,000

Program Name 50

Program Office 50

Program Fax 50

Program Phone 50

Program Email 50

Program Address 100

Program City 50

Program State 2

Program Zip 10

Admin Name 50

Attachment L-6 PPI Instructions

Admin Office 50

Admin Fax 50

Admin Phone 50

Admin Email 50

Admin Address 100

Admin City 50

Admin State 2

Admin Zip 10

CO Name 50

CO Office 50

CO Fax 50

CO Phone 50

CO Email 50

CO Address 100

CO City 50

CO State 2

CO Zip 10

PPI Key Individuals Character Limit

Name 50

Office 50

Phone 50

Fax 50

Email 50

Program Role 50

Acquisition Role 50

*.mdb file limit is 16,000 characters and .accdb file limit is 32,000 characters