OwnerEval.doc

APPENDIX E

OWNER EVALUATION QUESTIONNAIRE

ATTENTION ALL OFFERORS:

The questionnaire appearing at the end of this section shall be forwarded by your firm to the two owners you have selected on the three projects proposed for evaluation under this solicitation.

This questionnaire should be accompanied with a letter to the following effect authorizing the reference to provide past performance information to the Government. Below is a sample letter GSA recommends that you send along with the questionnaire.

Sample Letter:

Dear Client:

We are currently responding to the General Services Administration’s Solicitation Number GS-03-P-16-AZ-C-7026 for the procurement of the MATSSC Security Project in Philadelphia.

GSA is placing increased emphasis in their procurements on past performance as a source selection factor. GSA is requiring that clients of entities responding to their solicitations be identified and their participation in the evaluation process be requested. In the event you are contacted for information on work we have performed, you are hereby authorized to respond to those inquiries.

We have identified Mr./Ms._______________ 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: ___________________________.

Sincerely, Name

Title

Firm

INSTRUCTION PAGE

TO BE COMPLETED BY OWNER EVALUATOR

You have been selected by a General Construction Contractor to complete the attached questionnaire which concerns an evaluation of the General Construction Contractor’s past performance on a project completed or in progress for you.

Please complete the following questionnaire concerning evaluation of the General Construction Contractor’s past performance. Your response to this evaluation will be utilized by the General Services Administration (GSA) for the procurement of the MATSSC Security Project, Philadelphia, PA.

GSA is placing increased emphasis in our procurements on past performance as a source selection factor. Your complete response is critical as this will be relied on by the Government in the selection of a firm for the proposed construction project. Please answer all questions by checking only one (1) response per question.

You will be required to sign this evaluation at the end of the questionnaire and your initials are required on each page of this questionnaire, as well as on this instruction page.

GSA officials may contact you concerning responses made by you in this questionnaire.

If you have any questions and/or concerns, you may contact the Jim Morris, Contracting Officer, on 215-446-4581 or jim.morris@gsa.gov.

Instructions for returning this evaluation:

Upon completion of the evaluation, please verify that each page of this evaluation has been accurately and completely filled out. That his/her initials appear on each page of this questionnaire in ink, and that the last page of this questionnaire contains his/her original signature in ink. The survey shall then be emailed to the Contracting Officer at jim.morris@gsa.gov.

Initials __________

OWNER EVALUATION COVER SHEET

General Contractor being evaluated: ________________________________

Owner Name (Organization Name, Evaluator Name, Address, Zip, and Telephone Number)

Name, Location, and Description of Project - Use additional sheets if necessary.

Award Amount: Original: $____________________ Final: $ ________________

% of Final Contract Amount resulting from owner initiated changes ______

Status of project: ______active _____100% complete

If active, expected completion date __________

Would you award a contract to this firm again for similar work? _____yes ____no

For each of the questions appearing on the attached sheets, please place an “X” next to the statement which best represents your evaluation in response to the subject questions. Please note any comments which will add value to your marked response.

Initials__________

OWNER EVALUATION QUESTIONNAIRE

Similarity of Projects

All potential offerors will be ranked on their performance of similar projects. A similar project is described as one that has been completed approximately within the last five years and demonstrates the company’s construction experience on similar projects in terms of complexity, size and dollar value. GSA has defined a similar project as:

Similar Project: New construction of office building (Governmental, Courthouse or Institutional) of approximately $10 million or more.

A: On time - timeliness of performance

1.

Did the contractor complete the project on schedule?

____ Contractor completed project prior to originally scheduled completion date

____ Contractor completed project by original scheduled completion date

____ Contractor completed within agreed to extended completion date

____ Contractor failed to meet project completion date.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

2.

To what extent did the contractor adhere to contract delivery schedules at significant milestones?

___ Contractor consistently improved scheduled milestone dates

___ Contractor exceeded scheduled milestone requirements

___ Contractor typically delivered as scheduled, occasionally missed milestone dates.

___ Contractor rarely met scheduled milestone requirements.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

3.

How responsive was the contractor in addressing unforeseen/unanticipated conditions?

___ Contractor consistently exercised a pro-active approach.

___ Contractor demonstrated some initiative in exercising a pro-active approach.

___ Contractor rarely demonstrated a pro-active approach.

___ Contractor never demonstrated a pro-active approach.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

4. Did the contractor submit monthly schedule updates?

___ Contractor consistently updated the schedule monthly; owner never had to request

___ Contractor updated the schedule on a regular basis (not monthly).

___ Contractor updated the schedule only when requested.

___ Contractor did not update schedule when required or requested.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

Initials__________

5. Were the contractor submittals completed on time?

___ Contractor consistently made submissions ahead of schedule.

___ Contractor made some submissions ahead of schedule and all others on time.

___ Contractor made majority of submissions on time.

___ Contractor submissions were usually behind schedule.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

B: Cost Control

Did the contractor submit reasonably priced change proposals?

___ Contractor consistently submitted fair & reasonably priced change proposals.

___ Contractor typically submitted fair & reasonably priced change proposals.

___ Contractor submitted fair & reasonably priced proposals some of the time.

___ Contractor rarely submitted fair & reasonably priced change proposals.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

How responsive was contractor in submitting proposals for owner initiated changes?

___ Contractor was extremely responsive in expediting proposal submissions.

___ Contractor was generally responsive in expediting proposal submissions.

___ Contractor was generally nonresponsive in timely submissions of proposals.

___ Contractor was nonresponsive in timely submissions of change proposals.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

How reasonable were contractor initiated changes?

___ Contractor initiated changes were extremely reasonable.

___ Contractor initiated changes were typically reasonable.

___ Contractor initiated changes were reasonable some of the time.

___ Contractor initiated changes were not reasonable.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

C: Quality Product

How well has the contractor complied with contract requirements?

___ Contractor consistently surpassed contract requirements.

___ Contractor exceeded contract requirements.

___ Contractor met the minimum requirements.

___ Contractor did not meet the minimum requirements.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

Initials__________

Was the contractor responsive in completing punch list items?

___ Contractor completed punch list items after initial notification.

___ Contractor completed most punch list items after initial notification.

___ Contractor eventually completed all punch list items.

___ Some punch list items were never completed by contractor.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

3. Did the contractor have a program to monitor quality?

____ Contractor has an established, comprehensive program which he uses on every project with individuals employed specifically for quality control.

____ Contractor set up a satisfactory quality control program to comply with the requirements for your project.

____ Contractor has an established program which he uses on every project.

____ Contractor’s quality control program was ineffective on your project.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

D: Business Relations/Project Management

How well did the contractor maintain a good relationship with the owner and the owner’s technical advisors/representatives?

___ Contractor was extremely cooperative.

___ Contractor was very cooperative.

___ Contractor was generally cooperative.

___ Contractor was not cooperative.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

How well did the contractor maintain a good relationship with the Architect/Engineer?

___ Contractor was extremely cooperative.

___ Contractor was very cooperative.

___ Contractor was generally cooperative.

___ Contractor was not cooperative.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

How effective was the contractor's on site management team?

___ Contractor's team was extremely effective.

___ Contractor's team was very effective.

___ Contractor's team was generally effective.

___ Contractor's team was ineffective.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

Initials__________

E: Continuity of Key Personnel

Did the contractor maintain a consistent project team throughout the duration of the project?

___ No adjustments were made to the project team throughout the project.

___ Minor adjustments were made to the project team during the project.

___ Significant changes to the project team were made during the project.

___ Contractor maintained no consistency in key personnel during the project.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

Did the contractor adequately staff the project?

___ Contractor’s staff was extremely effective.

___ Contractor’s staff was very effective.

___ Contractor’s staff was generally effective.

___ Contractor’s staff was ineffective.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

F: Safety History of Each Project

1. Did the contractor implement an effective accident prevention program?

____ Contractor was extremely safety conscious.

____ Contractor was generally safety conscious.

____ Contractor was occasionally safety conscious.

____ Contractor was rarely safety conscious.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________

2. Did the contractor carry a satisfactory safety plan for your project?

____ Contractor set up a satisfactory safety plan specific to the requirements of my project

____ Contractor adapted a generic safety plan that meet project needs.

____ Contractor has a generic safety plan which he uses on every project; no adaptations.

____ Contractor's safety plan was ineffective for my project.

Comments:______________________________________________________________________________________________________________________________________________________________________________________________________________________________ Initials__________

Evaluated By:

Signature / Date

Name and Title:

Organization: _______________________________________