Attachment J.5.1
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- Attached to
- Human Capital and Training Solutions (HCaTS) Federal contract opportunity
- Solicitation number
- GS02Q15CRR0001
- Issued by
- GSA Federal Acquisition Service
About this file
This notice announces a forthcoming solicitation for the Human Capital and Training Solutions (HCaTS) indefinite-delivery, indefinite-quantity multiple award contracts. The General Services Administration intends to issue two requests for proposals in May 2015, one on an unrestricted basis and the other as a total small business set-aside. The contracts will provide human capital, training, and organizational performance improvement services to federal agencies as successors to the Office of Personnel Management's Training and Management Assistance vehicle. Prospective offerors can attend a pre-solicitation conference in May and submit comments on the draft unrestricted solicitation to GSA by March 30th. The final solicitations for the unrestricted and total small business set-aside contracts will be posted in May under solicitation number GS02Q15CRR0001. The HCaTS contracts aim to provide federal customers with a more efficient, reliable, and effective means of obtaining best-in-class human capital and training services.
ATTACHMENT J.5.1 (SELF SCORING WORKSHEET POOL 1)
Text of this file
Instructions Self Scoring Worksheet Pool 1 Human Capital and Training Services (HCaTS) Solicitation# GS02Q15CRR0001 Attachment J.5.1
Self Scoring Worksheet:
The Self Scoring Worksheet is in accordance with Section L.5.2.3 with scoring elements and requirements in Volume II (Pool Application and Certification), Volume III (Past Performance and Relevant Experience Projects) and Volume IV( Accreditations). The Points for each scoring elements are stated in Section M.6 for Relevant Experience Projects, Past Performance Rating and Accreditations. The Offeror's self score will determine if the Offeror's proposal is in the Top 40 (see Section M.3.1).
This attachment is solely for Pool 1 proposals. If an Offeror is also submitting a Pool 2 proposal it will use Attachment J.5.2. If applying for both proposals, the accreditations may be the same, but a minimum of 10 distinct Relevant Experience Projects shall be submitted and any crossover shall be noted on both Attachments J.5.1 (Self Scoring Worksheet Pool 1) and J.5.2. (Self Scoring Worksheet Pool 2) (see Section L.5.2.2).
Self Score Tab Instructions:
The Offeror shall enter their Offeror information at the top of the "Self Score" tab and make the appropriate selection in Column D. Follow all instructions on this tab for additional information.
Company Accreditaitons Tab Instructions:
All accreditaions will be entered into the "Company Accreditations" tab in accordance with Section L.5.4. If an accreditation does not meet the currency requirements in Section L.5.4, Column F will turn red and a warning message will appear. If an accreditation is being used from the Offeror's corporate structure, a Meaningful Relationship Commitment Letter (MRCL) and an explanation in accordance with Sections L.5.1.8 and L.5.4 shall be submitted and their filenames entered in Column H (starting at Row 25)"Meaningful Relationship".
If an Offeror selected that it would like to be considered for cost reimbursable work in Attachment J.4 (Pool Application and Certification) and has an audited accounting system in accordance with Section L.5.1.5, it shall fill out all information and substantiating documents required for an adequate accounting system. The Governemnt will use this information, Attachment J.3 (Modified PreAward Survey {SF 1408}), and the substantiating documents listed in order to make an adeqaucy determination.
Self Score Self Scoring Worksheet Pool 1-Attachment J.5.1
| OFFEROR NAME: |
| DUNS NUMBER: |
| COMPANY ADDRESS: |
| Section | Element | Point Value | Select the appropriate answer | Score |
| L.5.2.4 and L.3.3 | VOLUME 3 – RELEVANT EXPERIENCE | |||
| L.5.2.4.1 | Relevant Experience Projects for Federal Customers or First-Tier Subcontractors | |||
| Was each Relevant Experience Project performed for a Federal customer or First-Tier Subcontractor, as set set forth in L.5.2.4.1? Select Federal Prime Contractor, First-Tier Subcontractor, or Non-Federal government REP in Column D for each Relevant Experience Project. | ||||
| REP 1: | 300/150 | 0 | ||
| REP 2: | 300/150 | 0 | ||
| REP 3: | 300/150 | 0 | ||
| REP 4: | 300/150 | 0 | ||
| REP 5: | 300/150 | 0 | ||
| REP 6: | 300/150 | 0 | ||
| SUBTOTAL SCORE FOR SECTION L.5.2.4.1. ONLY: | 0 | |||
| L.5.2.4.2 | Relevant Experience Projects with Multiple Key Service Areas (KSAs) | |||
| Select the number of Key Service Areas (KSAs) that are represented for the Pool in Column D. | ||||
| Number of KSAs Represented Per Pool: | 1000/500 | 0 | ||
| Select the number of KSAs that are represented for each Relevant Experience Project in Column D. | ||||
| REP 1: | 1200/600 | 0 | ||
| REP 2: | 1200/600 | 0 | ||
| REP 3: | 1200/600 | 0 | ||
| REP 4: | 1200/600 | 0 | ||
| REP 5: | 1200/600 | 0 | ||
| REP 6: | 1200/600 | 0 | ||
| SUBTOTAL SCORE FOR SECTION L.5.2.4.2. ONLY: | 0 | |||
| L.5.2.4.3 | Relevant Experience Project Value | |||
| For each Relevant Experience Project, select the appropriate value selection that the annual value falls within in Column D. | ||||
| REP 1: | 225/200/175/150/125 | 0 | ||
| REP 2: | 225/200/175/150/125 | 0 | ||
| REP 3: | 225/200/175/150/125 | 0 | ||
| REP 4: | 225/200/175/150/125 | 0 | ||
| REP 5: | 225/200/175/150/125 | 0 | ||
| REP 6: | 225/200/175/150/125 | 0 | ||
| SUBTOTAL SCORE FOR SECTION L.5.2.4.3. ONLY: | 0 | |||
| L.5.2.4.4. | Relevant Experience Project Period of Performance | |||
| For each Relevant Experience Project, select the appropriate period of performance selection that the period of performance value falls within in Column D. | ||||
| REP 1: | 150/125/100 | 0 | ||
| REP 2: | 150/125/100 | 0 | ||
| REP 3: | 150/125/100 | 0 | ||
| REP 4: | 150/125/100 | 0 | ||
| REP 5: | 150/125/100 | 0 | ||
| REP 6: | 150/125/100 | 0 | ||
| SUBTOTAL SCORE FOR SECTION L.5.2.4.4 ONLY: | 0 | |||
| L.5.2.4.5 | Relevant Experience Project with Subcontracting/Teaming | |||
| For each Relevant Experience Project, select "Yes" in Column D if the Relevant Experience Project was inclusive of subcontracting/teaming with three or more distinct entities. | ||||
| REP 1: | 85 | 0 | ||
| REP 2: | 85 | 0 | ||
| REP 3: | 85 | 0 | ||
| REP 4: | 85 | 0 | ||
| REP 5: | 85 | 0 | ||
| REP 6: | 85 | 0 | ||
| SUBTOTAL SCORE FOR SECTION L.5.3.2.4. ONLY: | 0 | |||
| L.5.2.4.6 | Relevant Expereience Project with Cost-Reimbursement (Any Type) | |||
| For a maximum of two Relevant Experience Projects, was the Relevant Experience Project inclusive of any percentage of cost reimbursement? Select the Relevant Experience Project numbers in Column B that included cost reimbursement, if none did, select "None". Type "Yes" in Column D if the Relevant Experience Project included cost reimbursement. | ||||
| 50 | 0 | |||
| 50 | 0 | |||
| SUBTOTAL SCORE FOR SECTION L.5.3.2.5. ONLY: | 0 | |||
| L.5.3.3 | Relevant Experience Project Meeting or Exceeding Total Small Business Goals | |||
| For each Relevant Experience Project, type "Yes" in Column D if the Relevant Experience Project met or exceeded its "Total" small business goals. | ||||
| REP 1: | 75 | 0 | ||
| REP 2: | 75 | 0 | ||
| REP 3: | 75 | 0 | ||
| REP 4: | 75 | 0 | ||
| REP 5: | 75 | 0 | ||
| REP 6: | 75 | 0 | ||
| SUBTOTAL SCORE FOR SECTION L.5.3.3 ONLY: | 0 | |||
| L.5.3 | VOLUME III – PAST PERFORMANCE | |||
| L.5.3.4 | Relevant Experience Projects (Past Performance) | |||
| For each Relevant Experience Project, select the appropriate past performance selection that the past performnace rating falls within in Column D. | ||||
| REP 1: | 2500/2000/1500/1000/600/400/200 | 0 | ||
| REP 2: | 2500/2000/1500/1000/600/400/200 | 0 | ||
| REP 3: | 2500/2000/1500/1000/600/400/200 | 0 | ||
| REP 4: | 2500/2000/1500/1000/600/400/200 | 0 | ||
| REP 5: | 2500/2000/1500/1000/600/400/200 | 0 | ||
| REP 6: | 2500/2000/1500/1000/600/400/200 | 0 | ||
| SUBTOTAL SCORE FOR SECTION L.5.3.1 through L.5.3.4 ONLY: | 0 | |||
| L.5.4. | VOLUME IV – ACCREDITATIONS | |||
| L.5.4.1 thru L.5.4.6 | Preferred Accreditations | |||
| Does the Offeror have the following accreditations? Type the word "Yes" in Column D for each accreditation that applies. For Current FPRA, FPRR, or Audtied Billing Rate (row 87), choose the appropriate selection in Column D. | ||||
| Acceptable Estimating System (L.5.4.1) | 25 | 0 | ||
| Approved Purchasing System (L.5.4.2) | 25 | 0 | ||
| Current FPRA, FPRR or Audited Billing Rates (L.5.4.3) | 20/15/10 | 0 | ||
| EVMS (L.5.4.4) | 10 | 0 | ||
| ISO 9001:2008 or ISO 9001:2015 (L.5.4.5) | 30 | 0 | ||
| ISO 27001:2005 or 27001:2013 (L.5.4.6) | 30 | 0 | ||
| SUBTOTAL SCORE FOR SECTIONS L.5.4.1. through L.5.4.6 ONLY: | 0 | |||
| TOTAL POINTS SCORED: | - 0 |
Company Accreditation Company Accreditations
The Offeror must answer if they have each accreditation in Column D. If they do have an accreditation, Columns E-H will turn yellow and require a response. If all information in columns E-H is entered and correct, the Offeror will be able to receive points for the accreditation in the "Self Score" tab. If the expiration date or the period of validity has passed, the Offeror will recieve a warning and shall not get points for this accreditation. The Accreditations continue in row 25. The Offeror must fill out both corresponding rows for an accreditation.
If there are multiple files that substantiate an accreditaion list them all by putting a comma between each file name in Column G. Column H is for the Offeror is for those accreditations that are required by the RFP to give the reference to the page number and paragraph of the audit report or letter that verifies the adequacy of the accreditation.
| A. Company Accreditations | ||||||||
| Section | Item | Criteria | Offeror has this Accreditation | Accrediting Provider | Date Issued | File name | Reference for Verification | Feedback |
| L.5.1.5 | Adequate Accounting System | Accounting System has been Audited by the DCAA | ||||||
| L5.4.1 | Acceptable Estimating System | Acceptable Estimating System that has been audited by Defense Contract Management (DCMA) or a Cognizant Federal Agency (CFA). | ||||||
| L.5.4.2 | Approved Purchasing System | Purchasing System has been audited under a Contractor Purchasing System Review (CPSR) by Defense Contract Management (DCMA) or Cognizant Federal Agency (CFA) | ||||||
| L.5.4.3 | Forward Pricing Rate Agreement(FPRA), Forward Pricing Rate Recommendations (FPRR), Audited Billing Rates | The FPRA or FPRR has been verified and the billing rates have been audited by Defense Contract Audit Agency(DCAA), Defense Contract Management Agency (DCMA), or any Cognizant Federal Agency (CFA) | ||||||
| L.5.4.4 | Earned Value Management System (EVMS) | Offeror has an EVMS ANSI/EIA Standard-748 that has been audited by the Defense Contract Management Agency (DCMA) or a Cognizant Federal Agency (CFA). | ||||||
| L.5.4.5 | International Organization for Standardization (ISO) 9001:2008 Certification | Offeror has ISO 9001:2008 Certification. | ||||||
| L.5.4.6 | International Organization of Standardization/International Electrotechnical Commission (ISO/IEC) 27001:2013 Certification | Offeror has ISO/IEC 27001:2013 Certification. |
| B. Accrediting Provider Representative POC Information | |||||||
| Section | Item | Accrediting Organization | Representative | Address | Phone Number | Meaningful Relationship | |
| L.5.1.5 | Adequate Accounting System |
Filename of MRCL
Explanation Filename L5.4.1 Acceptable Estimating System
L.5.4.2 Approved Purchasing System
L.5.4.3 Forward Pricing Rate Agreement(FPRA), Forward Pricing Rate Recommendations (FPRR), Approved Billing Rates
L.5.4.4 Earned Value Management System (EVMS)
L.5.4.5 International Organization for Standardization (ISO) 9001:2008 Certification
L.5.4.6 International Organization of Standardization/International Electrotechnical Commission (ISO/IEC) 27001:2013 Certification
Version Control
| Attachment Name | Solicitation Number | Amendment Number | Pool Number |
| Self Scoring Worksheet Pool 1, J.5.1 | GS02Q15CRR0001 | 0 | Pool 1 |
Access
| Offeror Name | DUNS Number | Address | Pool Number | Self Score |
| 0 | 0 | 0 | Pool 1 | 0 |
Sheet3
| Federal | Pool KSA | Value | POP | REP | Rating | FPRR | Yes | Accounting | Estimating System | FPRR |
| Federal Prime Contractor | One KSA | Less than $100,000 | Less than 13 months | No REP | No Rating | None | Yes | Yes | Yes, has been audited by DCMA | Yes, the Offeror has a FPRA |
| First-Tier Subcontractor | Two KSAs | $100,000 but less than $300,000 | 13 months but less than 37 months | REP #1 | 3.00 to less than 3.50 | FPRA | No | No | Yes, has been audited by CFA | Yes, the Offeror has a FPRR |
| Non-Federal government REP | Three KSAs | $300,000 but less than $500,000 | 37 months but less than 61 months | REP #2 | 3.5 to less than 3.75 | FPRR | No-Requesting Audit | No, has not been audited. | Yes, the Offeror has Audited Billing Rate. | |
| $500,000 but less than $700,000 | 61 months or greater | REP #3 | 3.75 to less than 4.00 | Audited Billing Rates | No, the Offeror does not have either a FPRR or a FPRA | |||||
| $700,000 but less than $900,000 | REP #4 | 4.00 to less than 4.25 | ||||||||
| $900,000 or greater | REP #5 | 4.25 to less than 4.50 | ||||||||
| REP #6 | 4.50 to less than 4.75 | |||||||||
| 4.75 or higher |
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