J.5.2. HCaTS Self Scoring Worksheet Pool 2 A03.xlsx
XLSX spreadsheet 91 KB Posted
- Attached to
- Human Capital and Training Solutions (HCaTS) Federal contract opportunity
- Solicitation number
- GS02Q15CRR0001
- Issued by
- GSA Federal Acquisition Service
About this file
This document provides a self-scoring worksheet and supplemental forms for the Human Capital and Training Solutions (HCaTS) solicitation from the General Services Administration (GSA). The self-scoring worksheet allows offerors to evaluate their own proposals against evaluation criteria in the solicitation. It includes instructions for offerors to provide information about their company, enter scores for themselves across multiple categories, and input details regarding relevant experience projects and accreditations to calculate a total self-score. The supplemental forms include additional templates and instructions for offerors to submit information on past performance and experience qualifications, personnel, accreditations, and other supporting documents. The level of detail provided in this document appears to be for the purpose of aiding offerors in fully responding to requirements in the HCaTS solicitation.
Attachment J.5.2 (Self Scoring Worksheet Pool 2) A03
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Instructions Self Scoring Worksheet Pool 2 Human Capital and Training Services (HCaTS) Solicitation# GS02Q15CRR0001 Attachment J.5.2 Amendment #: 03
Self Scoring Worksheet:
The Self Scoring Worksheet is in accordance with Section L.5.2.3 for all scoring elements and minimum 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 element are stated in Section M.6 for Relevant Experience Projects, Past Performance Rating and Accreditations and Column C of the "Self Score" tab. 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 2 proposals and is submitted in conjunction with Attachment(s) J.12.2 (Relevant Experience Project Supplemental Form Pool 2) and J.12.4 (Relevant Experience Project Supplemental Form Pool 2-Collection of Task Orders), if applicable. If an Offeror is also submitting a Pool 1 proposal it will use Attachment J.5.1. 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 its Offeror information at the top of the "Self Score" tab and make the appropriate selection in Column D by clicking on the cell and clicking on the arrow that appears to the right of the cell to choose from one of the dropdown selections. The Relevant Experience Project (REP) numbers in Column B correspond to the Relevant Experience Projects as they were entered into Attachment J.12.1 (Relevant Experience Project Supplemental Form Pool 1).
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 recency 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".
Follow the instructions on the "Company Accreditations" tab.
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-Not applicable | |||
| 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.5.3.3 | 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.5.3.4 | Relevant Experience Projects (Past Performance) | |||
| For each Relevant Experience Project, select the appropriate past performance selection that the past performance 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 Accreditations Company Accreditations
The Offeror shall answer if it has each accreditation in Column D. If it does have an accreditation, Columns E-H will turn yellow and require a response. The Offeror shall fill out Rows 12-17 and the corresponding Rows 24-29 in accordance with Section L.5.4 in order to claim credit on the "Self Score" tab. The Offeror shall input the date issued or expiration date of the certification, whichever is later for Rows 12-15 and the expiration date for Rows 16-17, if applicable, in Column F "Date Issued". 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 filename in Column G "Filename" . Column H "Reference for Verification" is to for the reference to the page number and paragraph of the audit report or letter that verifies the adequacy of the accreditation in accordance with Section L.5.4, if applicable.
| A. Company Accreditations | |||||||
| Section | Item | Criteria | Offeror has this Accreditation | Accrediting Provider | Date Issued | Filename | Reference for Verification |
| 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 or 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 an ISO 9001:2008 or ISO 9001:2015 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 | |
| L5.4.1 | Acceptable Estimating System |
Filename of MRCL
Explanation Filename
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 | 3 | Pool 1 |
Access
| Offeror Name | DUNS Number | Address | Pool Number | Self Score | C.V |
| 0 | 0 | 0 | Pool 1 | 0 | HCaTS |
Sheet3
| Federal | Pool KSA | Value | POP | REP | Rating | FPRR | Yes | Accounting | Estimating System | FPRR | POP | 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 | Less than 13 months | None |
| 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 | 13 months but less than 37 months | FPRA |
| 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. | 37 months but less than 61 months | FPRR | |
| $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 | 61 months or greater | Audited Billing Rates | |||||
| $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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