preproposal sign-in sheet and agenda.pdf

PREPROPOSAL CONFERENCE Page 1 of 5

PREPROPOSAL CONFERENCE

GS05P09SVC0011

January 29, 2009 @ 10:30AM

NOTICE: Any remarks or explanations provided by a Government representative during this conference do not change the terms and conditions of the solicitation. Any change to the solicitation will be issued by amendment (SF30).

PROJECT IDENTIFICATION

4th and 22nd Floor Space Alterations (RMI05017) Patrick V. McNamara Federal Building, 477 Michigan Avenue, Detroit, MI

SCOPE OF WORK

This project shall generally consist of the renovation of part of the 4th floor and the entire 22nd floor at the Patrick V. McNamara Federal Building. The scope of work includes modifying the existing fire alarm and sprinkler systems, and providing new building standard ceilings, lighting, and HVAC systems. No finishes will be included in the contract.

WORK RESTRICTIONS/CONTRACTOR USE OF PREMISES

During the entire construction period, the Contractor shall limit his use of the premises to the work indicated. The work area is unoccupied and the Contractor’s work hours shall generally be established to occur during normal business hours (8am – 5pm).

However, portions of the work which will create excessive noise shall be completed after hours. Noisy work includes, but is not limited to duct work installation, ceiling work and any other work which creates vibrations such as coring and drilling. Fire alarm testing can only be done after 6pm or prior to 7am, Monday through Friday, or on a weekend or holiday. Testing shall be coordinated through the GSA Property Management Office 48 hours in advance of proposed testing date. Please refer to the solicitation for additional restrictions regarding fire alarm and fire sprinkler work.

There are currently no specific staging areas available so any arrangements for staging areas must be coordinated and approved by the GSA Property Management Office.

On-site parking is not available. Public parking is available in numerous pay lots nearby this site. The building loading dock is available during normal business hours as well as after business hours and weekends; however the Contractor must submit a written request to the GSA Property Management Office 48 hours in advance for appropriate security arrangements. Parking at the loading dock is limited to loading and unloading only. Please refer to the solicitation for maximum trailer dimensions. Transportation of tools and equipment in the building is limited to use of two freight elevators which service the entire building and have other approved contractors onsite using them as well. If there is a need for dedicated use of the freight elevators, this also must be coordinated in advance with the GSA Property Management Office.

PROJECT MAGNITUDE

Per FAR 36.204, the estimated price range of this project is between $1,000,000 and $5,000,000.

REFERENCE: FAR 36.204(f) DISCLOSURE OF THE MAGNITUDE OF CONSTRUCTION PROJECTS

PERFORMANCE TIME & LIQUIDATED DAMAGES

You will have 180 calendar days after notice to proceed to complete the work. Liquidated damages are $650.00 per day.

An Interim Notice to Proceed will be issued at the time of award permitting the Contractor to: (1) apply for and obtain security clearances, (2) prepare and submit project schedules, shop drawings and material submittals, (3) order materials and equipment, (4) perform any other off-site work, and (5) submit required insurance and bonds. Notice to Proceed will be issued upon verification that

U.S. General Services Administration

PREPROPOSAL CONFERENCE Page 2 of 5 the Contractor has received approved security clearances for a suitable number of employees to begin on-site work and receipt of acceptable insurance and bond coverage.

REFERENCE: FAR 52.211-10 COMMENCEMENT, PROSECUTION AND COMPLETION OF WORK

FAR 52.211-12 LIQUIDATED DAMAGES - CONSTRUCTION

SECURITY REQUIREMENTS

This solicitation includes Sensitive But Unclassified (SBU) building information. SBU documents provided under this solicitation are intended for use by authorized users only. In support of this requirement, GSA requires offerors to exercise reasonable care when handling documents relating to SBU building information. Each offeror shall submit with their proposal a completed Document Security Notice form (see Volume III) and secure such forms from subcontractors and suppliers as applicable.

Contract employees will be required to have a Government security clearance prior to starting work. Applicable clearance documents for employee completion and submission will be provided after award. One of the required documents is the Standard Form 85P – it is strongly recommended that you review the attached SF85P in order to understand the type and extent of the information that will be required.

REFERENCE: SPECIFICATION SECTION 01593, SECURITY REGULATIONS

BONDS & INSURANCE

A bid bond (20% of bid price) is required to be submitted with your proposal. Prior to commencing on-site work, the contractor will be required to furnish (1) a performance bond in the amount of 100% of the original contract price, (2) a payment bond in the amount of 100% of the contract price, and (3) insurance in the amounts stipulated in Section 00800 (Supplementary Conditions), paragraph 9.

REFERENCE: FAR 52.228-1 BID GUARANTEE

FAR 52.228-5 INSURANCE—WORK ON A GOVERNMENT INSTALLATION

FAR 52.228-15 PERFORMANCE AND PAYMENT BONDS—CONSTRUCTION

GSAR 552.228-70 WORKERS’ COMPENSATION LAWS

FULL & OPEN COMPETITION

This procurement is unrestricted in accordance with the Small Business Competitiveness Demonstration Program and open to all business concerns. NAICS is 236220 with a size standard of $33.5 million. Offerors shall register their firms in the Online Representations & Certifications (ORCA) system prior to submitting their offer. The ORCA record must be current, accurate, and complete verifying the applicability to this solicitation, or the offeror shall provide supplemental information in their proposal package certifying this information as of the date of the offer.

REFERENCE: FAR 52.204-8 ANNUAL REPRESENTATIONS AND CERTFICIATIONS

SUBCONTRACTING

It is the policy of the United States that small business concerns, veteran-owned small business concerns, service-disabled veteran-owned small business concerns, HUBZone small business concerns, small disadvantaged business concerns, and women-owned small business concerns shall have the maximum practicable opportunity to participate in performing contracts let by any Federal agency, including contracts and subcontracts. It is further the policy of the United States that its prime contractors establish procedures to ensure the timely payment of amounts due pursuant to the terms of their subcontracts. The Contractor hereby agrees to carry out this policy in the awarding of subcontracts to the fullest extent consistent with efficient contract performance. The Contractor further agrees to cooperate in any studies or surveys as may be conducted by the United States Small Business Administration or the awarding agency of the United States as may be necessary to determine the extent of the Contractor’s compliance with this clause.

The Contractor shall not enter into any subcontract in excess of $30,000 with a Contractor that is debarred, suspended, or proposed for debarment unless there is a compelling reason to do so. The Contractor shall notify the Contracting Officer, in writing, before entering into a subcontract with a party that is debarred, suspended, or proposed for debarment.

Nothing contained in the contract shall be construed as creating any contractual relationship between any subcontractor and the Government. The divisions or sections of the specifications are not intended to control the Contractor in dividing the work among

PREPROPOSAL CONFERENCE Page 3 of 5 subcontractors, or to limit the work performed by any trade. However, please note FAR 52.236-1 Performance of Work by the Contractor which states, “The Contractor shall perform on the site, and with its own organization, work equivalent to at least twelve (12%) percent of the total amount of work to be performed under the contract. This percentage may be reduced by a supplemental agreement to this contract if, during performing the work, the Contractor requests a reduction and the Contracting Officer determines that the reduction would be to the advantage of the Government.”

The Contractor shall be responsible to the Government for acts and omissions of his own employees and of subcontractors and their employees. He shall also be responsible for the coordination of the work of the trades, subcontractors and suppliers. The Government will not undertake to settle any differences between or among the Contractor, subcontractors, or suppliers.

Contractors classified as Other Than Small Businesses, who plan to submit a proposal in excess of $1,000,000, must adhere to the requirements for developing and submitting subcontracting plans with your initial offer, as outlined in FAR 52.219-9, Small Business Subcontracting Plan. Failure to submit an acceptable subcontracting plan and/or correct deficiencies in a plan within the time specified by the Contracting Officer shall make the offeror ineligible for award.

GSA believes that this contract provides significant opportunities for the use of small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns as subcontractors. Accordingly, it is anticipated that an acceptable subcontracting plan will contain at least the following goals:

Small Business: 23% HUBZone Small Business 3% Small Disadvantaged Business 5% Women-Owned Small Business 5% Veteran-Owned Small Business N/A Service-Disabled Veteran-Owned Small Business 3% (Figures report FY07 U.S. Small Business Administration Government-wide Procurement Preference Goaling Program)

NOTE: Target goals are expressed as a percentage of planned subcontracting dollars.

REFERENCE: FAR 52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS

FAR 52.209-6 PROTECTING THE GOVERNMENT’S INTEREST WHEN SUBCONTRACTING WITH CONTRACTORS

DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT

FAR 52.236-1 PERFORMANCE OF WORK BY THE CONTRACTOR

GSAR 552.236-82 SUBCONTRACTS

GSAR 552.219-73 GOALS FOR SUBCONTRACTING PLANS

SITE VISIT

All other site visits will be based on the availability of the Property Management staff and may be arranged during normal duty hours by calling the Property Management Office at (313) 226-4910.

BASIS OF AWARD

The Government will award a contract resulting from this solicitation to the responsible offeror whose proposal conforms to the solicitation and provides the best value to the Government, based on the evaluation factors. The following factors shall be used to evaluate proposals: (1) Past Performance and (2) Total Evaluated Price. Past Performance is significantly more important than total evaluated price. As past performance becomes more equal, total evaluated price becomes more important.

Note: The Government intends to evaluate proposals and award a contract without discussions with offerors. Therefore, the offeror's initial proposal should contain the offeror's best terms from a cost or price and technical standpoint. The Government reserves the right to conduct discussions if the Contracting Officer later determines them to be necessary. The Government reserves the right to make an award to other than the lowest priced offer if it is determined that to do so would result in the best value to the Government.

DESCRIPTION OF EVALUATION FACTORS

A. Past Performance.

Past performance is relevant information regarding an offeror’s actions under previously awarded contracts. It includes the offeror’s overall quality of performance, record of conforming to contract requirements and to standards of good workmanship; the offeror’s

PREPROPOSAL CONFERENCE Page 4 of 5 adherence to contract schedules, including the administrative aspects of performance; the responsiveness of management; the offeror’s history of reasonable and cooperative behavior and commitment to customer satisfaction, including the offeror’s business-like concern for the interest of the customer; and the offeror’s overall performance on their contracts. This information will be obtained through feedback from the offeror’s customers. To be relevant, past performance information must be provided for contracts that are: (1) current (completed within the last 5 years of the closing date of this solicitation or if a project currently in progress, at least 90% complete) and (2) similar to the Government requirement (the construction project defined in these specifications and drawings). The contracts submitted may have been governmental (federal, state, or local) or private sector contracts.

The offeror shall submit 3-7 references using Attachment A–Past Performance Reference provided in the solicitation. This form must be completed for each reference submitted that meets the relevancy criteria. The offeror cannot use the same reference/contact person more than once. The Government will consider past performance information submitted by the offeror regarding predecessor companies, key personnel who have relevant experience or subcontractors that will perform major or critical aspects of the requirement.

B. Total Evaluated Price A lump sum offer is required for all work per the specifications and drawings. The lump sum offer will equal the total evaluated price. Only proposals for the complete project will be accepted and not proposals for materials and/or separate labor disciplines. The Government will use various price analysis techniques and procedures (e.g. comparison of proposed prices received in response to the solicitation, comparison of proposed prices with independent Government cost estimates) to ensure a fair and reasonable price.

Note: FAR 52.219-4 Notice of Price Evaluation Preference for HubZone Small Business Concerns is applicable to this procurement (see Volume III, Representations and Certifications). Therefore, a price adjustment to an offeror’s proposed price may be made, if applicable, for evaluation purposes only.

PROPOSAL SUBMISSION & CONTENTS

Offers are due February 23, 2009 at 4:00PM (local time), to the attention of Mr. Joe Daniero in the Grand Rapids office location specified in block 8 of the SF1442. Any change to the due date would be issued by amendment only.

Proposals and modifications to proposals shall be submitted in paper media in sealed envelopes or packages addressed to the office specified in the solicitation and showing the time and date specified for receipt, the solicitation number, and the name and address of the offeror. Offerors using commercial carriers should ensure that the proposal is marked on the outermost wrapper with this information.

Hand-carried proposals must be at the front desk of the identified GSA office by the date and time specified for receipt of offers.

Note that all visitors to the Federal Building will be subject to a security screening at the building entrance.

A complete proposal submission consists of the following fully-completed documents:

1. Proposal Coversheet

2. Standard Form 1442

3. Standard Form 24

4. GSA Form 527

5. Past Performance References

6. Substitute GSA Form 3503 (Representations & Certifications)

7. Document Security Notice

8. Subcontracting Plan (large business concerns only, if applicable)

9. Standard Form 30 (to acknowledge amendments to solicitation, if applicable)

In addition, the offeror should ensure that the following web-based records are active, accurate and complete based on the NAICS assigned to this procurement:

1. Central Contractor Registration (CCR) [www.ccr.gov]

2. Online Representations and Certifications (ORCA) [http://orca.pbn.gov]

PREPROPOSAL CONFERENCE Page 5 of 5

The offeror shall also ensure that company name and address information stated on any proposal document matches the information contained in CCR. Alternate proposals will not be accepted. Fax or other electronic submission of proposals is not authorized.

REFERENCE: FAR 52.215-1 INSTRUCTIONS TO OFFERORS—COMPETITIVE ACQUISITION

FAR 52.236-28 PREPARATION OF PROPOSALS—CONSTRUCTION

INFORMATION CONCERNING THE DISCLOSURE OF BID/PROPOSAL RESULTS

This acquisition is being conducted under the provisions of FAR Part 15 as a negotiated procurement. In accordance with FAR 3.104 and FAR 15.207, no information regarding the identity of those submitting offers, the number of offers received, or the information contained in such offers will made available until after award except as provided by FAR 15.503.

CHANGES TO THE SOLICITATION

Any change to the solicitation will be issued by amendment. Offerors will be responsible for monitoring the FedBizOpps website for amendments and/or additional information. Amendments must be acknowledged by the offeror (see attached SF30, SF1442).

QUESTIONS

Questions regarding the solicitation (specifications, drawings, etc.) raised outside of this conference shall be submitted to the Government point of contact(s) indicated in item 9 of the Standard Form 1442 not less than 15 calendar days prior to the date established for receipt of offers (currently, deadline is February 23, 2009). All questions shall be submitted in writing.

Contact with the Property Manager shall be limited to coordination of site visits.

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Standard Form 85P Revised September 1995 U.S. Office of Personnel Management 5 CFR Parts 731, 732, and 736

Form approved:

OMB No. 3206-0191

NSN 7540-01-317-7372

85-1602

Questionnaire for Public Trust Positions

Follow instructions fully or we cannot process your form. Be sure to sign and date the certification statement on Page 7 and the release on Page 8. If you have any questions, call the office that gave you the form.

Purpose of this Form

The U.S. Government conducts background investigations and reinvestigations to establish that applicants or incumbents either employed by the Government or working for the Government under contract, are suitable for the job and/or eligible for a public trust or sensitive position. Information from this form is used primarily as the basis for this investigation. Complete this form only after a conditional offer of employment has been made.

Giving us the information we ask for is voluntary. However, we may not be able to complete your investigation, or complete it in a timely manner, if you don’t give us each item of information we request. This may affect your placement or employment prospects.

Authority to Request this Information

The U.S. Government is authorized to ask for this information under Executive Orders 10450 and 10577, sections 3301 and 3302 of title 5, U.S. Code; and parts 5, 731, 732, and 736 of Title 5, Code of Federal Regulations.

Your Social Security number is needed to keep records accurate, because other people may have the same name and birth date. Executive Order 9397 also asks Federal agencies to use this number to help identify individuals in agency records.

The Investigative Process

Background investigations are conducted using your responses on this form and on your Declaration for Federal Employment (OF 306) to develop information to show whether you are reliable, trustworthy, of good conduct and character, and loyal to the United States. The information that you provide on this form is confirmed during the investigation. Your current employer must be contacted as part of the investigation, even if you have previously indicated on applications or other forms that you do not want this.

In addition to the questions on this form, inquiry also is made about a person’s adherence to security requirements, honesty and integrity, vulnerability to exploitation or coercion, falsification, mis-representation, and any other behavior, activities, or associations that tend to show the person is not reliable, trustworthy, or loyal.

Your Personal Interview

Some investigations will include an interview with you as a normal part of the investigative process. This provides you the opportunity to update, clarify, and explain information on your form more completely, which often helps to complete your investigation faster. It is important that the interview be conducted as soon as possible after you are contacted. Postponements will delay the processing of your investigation, and declining to be interviewed may result in your investigation being delayed or canceled.

You will be asked to bring identification with your picture on it, such as a valid State driver’s license, to the interview. There are other documents you may be asked to bring to verify your identity as well.

These include documentation of any legal name change, Social Security card, and/or birth certificate.

You may also be asked to bring documents about information you provided on the form or other matters requiring specific attention.

These matters include alien registration, delinquent loans or taxes, bankruptcy, judgments, liens, or other financial obligations, agreements involving child custody or support, alimony or property settlements, arrests, convictions, probation, and/or parole.

Instructions for Completing this Form

1. Follow the instructions given to you by the person who gave you the form and any other clarifying instructions furnished by that person to assist you in completion of the form. Find out how many copies of the form you are to turn in. You must sign and date, in black ink, the original and each copy you submit.

2. Type or legibly print your answers in black ink (if your form is not legible, it will not be accepted). You may also be asked to submit your form in an approved electronic format.

3. All questions on this form must be answered. If no response is necessary or applicable, indicate this on the form (for example, enter "None" or "N/A"). If you find that you cannot report an exact date, approximate or estimate the date to the best of your ability and indicate this by marking "APPROX." or "EST."

4. Any changes that you make to this form after you sign it must be initialed and dated by you. Under certain limited circumstances, agencies may modify the form consistent with your intent.

5. You must use the State codes (abbreviations) listed on the back of this page when you fill out this form. Do not abbreviate the names of cities or foreign countries.

6. The 5-digit postal ZIP codes are needed to speed the processing of your investigation. The office that provided the form will assist you in completing the ZIP codes.

7. All telephone numbers must include area codes.

8. All dates provided on this form must be in Month/Day/Year or Month/Year format. Use numbers (1-12) to indicate months. For example, June 10, 1978, should be shown as 6/10/78.

9. Whenever "City (Country)" is shown in an address block, also provide in that block the name of the country when the address is outside the United States.

10. If you need additional space to list your residences or employments/self-employments/unemployments or education, you should use a continuation sheet, SF 86A. If additional space is needed to answer other items, use a blank piece of paper. Each blank piece of paper you use must contain your name and Social Security Number at the top of the page.

Final Determination on Your Eligibility

Final determination on your eligibility for a public trust or sensitive position and your being granted a security clearance is the responsibility of the Office of Personnel Management or the Federal agency that requested your investigation. You may be provided the opportunity personally to explain, refute, or clarify any information before a final decision is made.

Penalties for Inaccurate or False Statements

The U.S. Criminal Code (title 18, section 1001) provides that knowingly falsifying or concealing a material fact is a felony which may result in fines of up to $10,000, and/or 5 years imprisonment, or both. In addition, Federal agencies generally fire, do not grant a security clearance, or disqualify individuals who have materially and deliberately falsified these forms, and this remains a part of the permanent record for future placements. Because the position for which you are being considered is one of public trust or is sensitive, your trustworthiness is a very important consideration in deciding your suitability for placement or retention in the position.

Your prospects of placement are better if you answer all questions truthfully and completely. You will have adequate opportunity to explain any information you give us on the form and to make your comments part of the record.

Disclosure of Information

The information you give us is for the purpose of investigating you for a position; we will protect it from unauthorized disclosure. The collection, maintenance, and disclosure of background investigative information is governed by the Privacy Act. The agency which requested the investigation and the agency which conducted the investigation have published notices in the Federal Register describing the system of records in which your records will be maintained. You may obtain copies of the relevant notices from the person who gave you this form. The information on this form, and information we collect during an investigation may be disclosed without your consent as permitted by the Privacy Act (5 USC 552a(b)) and as follows:

PRIVACY ACT ROUTINE USES

1. To the Department of Justice when: (a) the agency or any component thereof; or

(b) any employee of the agency in his or her official capacity; or (c) any employee of the agency in his or her individual capacity where the Department of Justice has agreed to represent the employee; or (d) the United States Government, is a party to litigation or has interest in such litigation, and by careful review, the agency determines that the records are both relevant and necessary to the litigation and the use of such records by the Department of Justice is therefore deemed by the agency to be for a purpose that is compatible with the purpose for which the agency collected the records.

2. To a court or adjudicative body in a proceeding when: (a) the agency or any component thereof; or (b) any employee of the agency in his or her official capacity;

or (c) any employee of the agency in his or her individual capacity where the Department of Justice has agreed to represent the employee; or (d) the United States Government is a party to litigation or has interest in such litigation, and by careful review, the agency determines that the records are both relevant and necessary to the litigation and the use of such records is therefore deemed by the agency to be for a purpose that is compatible with the purpose for which the agency collected the records.

3. Except as noted in Question 21, when a record on its face, or in conjunction with other records, indicates a violation or potential violation of law, whether civil, criminal, or regulatory in nature, and whether arising by general statute, particular program statute, regulation, rule, or order issued pursuant thereto, the relevant records may be disclosed to the appropriate Federal, foreign, State, local, tribal, or other public authority responsible for enforcing, investigating or prosecuting such violation or charged with enforcing or implementing the statute, rule, regulation, or order.

4. To any source or potential source from which information is requested in the course of an investigation concerning the hiring or retention of an employee or other personnel action, or the issuing or retention of a security clearance, contract, grant, license, or other benefit, to the extent necessary to identify the individual, inform the source of the nature and purpose of the investigation, and to identify the type of information requested.

5. To a Federal, State, local, foreign, tribal, or other public authority the fact that this system of records contains information relevant to the retention of an employee, or the retention of a security clearance, contract, license, grant, or other benefit. The other agency or licensing organization may then make a request supported by written consent of the individual for the entire record if it so chooses. No disclosure will be made unless the information has been determined to be sufficiently reliable to support a referral to another office within the agency or to another Federal agency for criminal, civil, administrative, personnel, or regulatory action.

6. To contractors, grantees, experts, consultants, or volunteers when necessary to perform a function or service related to this record for which they have been engaged. Such recipients shall be required to comply with the Privacy Act of 1974, as amended.

7. To the news media or the general public, factual information the disclosure of which would be in the public interest and which would not constitute an unwarranted invasion of personal privacy.

8. To a Federal, State, or local agency, or other appropriate entities or individuals, or through established liaison channels to selected foreign governments, in order to enable an intelligence agency to carry out its responsibilities under the National Security Act of 1947 as amended, the CIA Act of 1949 as amended, Executive Order 12333 or any successor order, applicable national security directives, or classified implementing procedures approved by the Attorney General and promulgated pursuant to such statutes, orders or directives.

9. To a Member of Congress or to a Congressional staff member in response to an inquiry of the Congressional office made at the written request of the constituent about whom the record is maintained.

10. To the National Archives and Records Administration for records management inspections conducted under 44 USC 2904 and 2906.

11. To the Office of Management and Budget when necessary to the review of private relief legislation.

STATE CODES (ABBREVIATIONS)

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia

American Samoa Trust Territory

AL

AK

AZ

AR

CA

CO

CT

DE

FL

GA

AS

TT

Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland

District of Columbia Virgin Islands

HI

ID

IL

IN

IA

KS

KY

LA

ME

MD

DC

VI

Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey

Guam

MA

MI

MN

MS

MO

MT

NE

NV

NH

NJ

GU

New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina

Northern Marianas

NM

NY

NC

ND

OH

OK

OR

PA

RI

SC

CM

South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Puerto Rico

SD

TN

TX

UT

VT

VA

WA

WV

WI

WY

PR

PUBLIC BURDEN INFORMATION

Public burden reporting for this collection of information is estimated to average 60 minutes per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden to Reports and Forms Management Officer, U.S. Office of Personnel Management, 1900 E Street, N.W., Room CHP-500, Washington, D.C. 20415. Do not send your completed form to this address.

Type of Investigation

Standard Form 85P (EG) Revised September 1995 U.S. Office of Personnel Management 5 CFR Parts 731, 732, and 736

Form approved:

OMB No. 3206-0191

NSN 7540-01-317-7372

85-1602

QUESTIONNAIRE FOR

PUBLIC TRUST POSITIONS

A Extra Coverage

B Sensitivity/ Risk Level

C Date of Action

F Month Day Year

OPM

USE

ONLY

Codes Case Number

Agency Use Only (Complete items A through P using instructions provided by USOPM)

Geographic Location

G Position Code

H

OPAC-ALC

Number

N

SON

J

Name and Title

SOI

L

Accounting Data and/or Agency Case Number

O

Requesting Official

P Signature Telephone Number Date

Persons completing this form should begin with the questions below.

FULL

NAME

If you have only initials in your name, use them and state (IO).

If you have no middle name, enter "NMN".

- If you are a "Jr.," "Sr.," "II," etc., enter this in the box after your middle name.

DATE OF

BIRTH

Month Day YearLast Name First Name Middle Name Jr., II, etc.

PLACE OF BIRTH - Use the two letter code for the State. SOCIAL SECURITY NUMBER City County State Country (if not in the United States)

OTHER NAMES USED

Name Month/Year Month/Year

To#1 Name Month/Year Month/Year

To#2

Name Month/Year Month/Year

To#3 Name Month/Year Month/Year

To#4

Sex (Mark one box)

Female Male

CITIZENSHIP

Mark the box at the right that reflects your current citizenship status, and follow its instructions.

I am a U.S. citizen or national by birth in the U.S. or U.S. territory/possession. Answer items b and d.

I am a U.S. citizen, but I was NOT born in the U.S. Answer items b, c and d.

I am not a U.S. citizen. Answer items b and e.

Your Mother’s Maiden Name

UNITED STATES CITIZENSHIP If you are a U.S. Citizen, but were not born in the U.S., provide information about one or more of the following proofs of your citizenship.

Naturalization Certificate (Where were you naturalized?)

Court City State Certificate Number Month/Day/Year Issued

Citizenship Certificate (Where was the certificate issued?)

City State Certificate Number Month/Day/Year Issued

State Department Form 240 - Report of Birth Abroad of a Citizen of the United States Give the date the form was prepared and give an explanation if needed.

Month/Day/Year Explanation

U.S. Passport

This may be either a current or previous U.S. Passport Passport Number Month/Day/Year Issued

DUAL CITIZENSHIP If you are (or were) a dual citizen of the United States and another country, provide the name of that country in the space to the right.

Country

ALIEN If you are an alien, provide the following information:

Place You Entered the United States:

City State Date You Entered U.S.

Month Day Year

Alien Registration Number Country(ies) of Citizenship

Compu/

ADP

D Nature of Action Code

E

Position Title

I

Location of Official Personnel Folder

K None

NPRC

At SON

Other Address ZIP Code

Location of Security Folder

M None At SOI

NPI

Other Address ZIP Code

OTHER

IDENTIFYING

INFORMATION

Height (feet and inches) Weight (pounds) Hair Color Eye Color

TELEPHONE

NUMBERS

Work (include Area Code and extension) Day Night ( )

Home (include Area Code) Day Night ( ) a b c d e

Exception to SF85, SF85P, SF85P-S, SF86, and SF86A approved by GSA September, 1995.

Designed using Perform Pro, WHS/DIOR, Sep 95

WHERE YOU WENT TO SCHOOL

List the schools you have attended, beyond Junior High School, beginning with the most recent (#1) and working back 7 years. List all College or University degrees and the dates they were received. If all of your education occurred more than 7 years ago, list your most recent education beyond high school, no matter when that education occurred.

Use one of the following codes in the "Code" block:

1 - High School 2 - College/University/Military College 3 - Vocational/Technical/Trade School

For schools you attended in the past 3 years, list a person who knew you at school (an instructor, student, etc.). Do not list people for education completely outside this 3-year period.

For correspondence schools and extension classes, provide the address where the records are maintained.

WHERE YOU HAVE LIVED

List the places where you have lived, beginning with the most recent (#1) and working back 7 years. All periods must be accounted for in your list. Be sure to indicate the actual physical location of your residence: do not use a post office box as an address, do not list a permanent address when you were actually living at a school address, etc. Be sure to specify your location as closely as possible: for example, do not list only your base or ship, list your barracks number or home port. You may omit temporary military duty locations under 90 days (list your permanent address instead), and you should use your APO/FPO address if you lived overseas.

For any address in the last 5 years, list a person who knew you at that address, and who preferably still lives in that area (do not list people for residences completely outside this 5-year period, and do not list your spouse, former spouses, or other relatives). Also for addresses in the last 5 years, if the address is "General Delivery," a Rural or Star Route, or may be difficult to locate, provide directions for locating the residence on an attached continuation sheet.

Street AddressMonth/Year Month/Year

To#1 Apt. # City (Country) State ZIP Code

Street Address Apt. # City (Country) State ZIP CodeName of Person Who Knows You

CodeMonth/Year Month/Year

To#1 Degree/Diploma/Other Month/Year Awarded

Street Address and City (Country) of School State ZIP Code

Name of School

CodeMonth/Year Month/Year

To#2 Degree/Diploma/Other Month/Year Awarded

Street Address and City (Country) of School State ZIP Code

Name of School

CodeMonth/Year Month/Year

To#3 Degree/Diploma/Other Month/Year Awarded

Street Address and City (Country) of School State ZIP Code

Name of School

Enter your Social Security Number before going to the next page

Present

Street AddressMonth/Year Month/Year

To#2 Apt. # City (Country) State ZIP Code

Street Address Apt. # City (Country) State ZIP CodeName of Person Who Knew You

Street AddressMonth/Year Month/Year

To#3 Apt. # City (Country) State ZIP Code

Street Address Apt. # City (Country) State ZIP CodeName of Person Who Knew You

Street AddressMonth/Year Month/Year

To#4 Apt. # City (Country) State ZIP Code

Street Address Apt. # City (Country) State ZIP CodeName of Person Who Knew You

Street AddressMonth/Year Month/Year

To#5 Apt. # City (Country) State ZIP Code

Street Address Apt. # City (Country) State ZIP CodeName of Person Who Knew You

Telephone Number

Street Address Apt. # City (Country) State ZIP CodeName of Person Who Knew You Telephone Number

Street Address Apt. # City (Country) State ZIP CodeName of Person Who Knew You Telephone Number

Street Address Apt. # City (Country) State ZIP CodeName of Person Who Knew You Telephone Number

Telephone Number

Telephone Number

Telephone Number

Telephone Number

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

YOUR EMPLOYMENT ACTIVITIES

List your employment activities, beginning with the present (#1) and working back 7 years. You should list all full-time work, part-time work, military service, temporary military duty locations over 90 days, self-employment, other paid work, and all periods of unemployment. The entire 7-year period must be accounted for without breaks, but you need not list employments before your 16th birthday.

Code. Use one of the codes listed below to identify the type of employment:

CodeMonth/Year Month/Year

To#1 Employer/Verifier Name/Military Duty Location Your Position Title/Military Rank

Present

1 - Active military duty stations 2 - National Guard/Reserve 3 - U.S.P.H.S. Commissioned Corps 4 - Other Federal employment

5 - State Government (Non-Federal employment) 6 - Self-employment (Include business and/or name of person who can verify)

7 - Unemployment (Include name of 9 - Other person who can verify) 8 - Federal Contractor (List Contractor, not Federal agency)

Employer/Verifier Name. List the business name of your employer or the name of the person who can verify your self-employment or unemployment in this block. If military service is being listed, include your duty location or home port here as well as your branch of service. You should provide separate listings to reflect changes in your military duty locations or home ports.

Previous Periods of Activity. Complete these lines if you worked for an employer on more than one occasion at the same location. After entering the most recent period of employment in the initial numbered block, provide previous periods of employment at the same location on the additional lines provided. For example, if you worked at XY Plumbing in Denver, CO, during 3 separate periods of time, you would enter dates and information concerning the most recent period of employment first, and provide dates, position titles, and supervisors for the two previous periods of employment on the lines below that information.

Employer’s/Verifier’s Street Address

Street Address of Job Location (if different than Employer’s Address)

Supervisor’s Name & Street Address (if different than Job Location)

City (Country)

City (Country)

City (Country)

State

State

State

ZIP Code

ZIP Code

ZIP Code

Telephone Number

Telephone Number

Telephone Number

PREVIOUS

PERIODS

OF

ACTIVITY

(Block #1)

To

To

To

Position Title

Position Title

Position Title

Supervisor

Supervisor

Supervisor

#2

PREVIOUS

PERIODS

OF

ACTIVITY

(Block #2)

#3

PREVIOUS

PERIODS

OF

ACTIVITY

(Block #3)

Enter your Social Security Number before going to the next page

Code

To

Employer/Verifier Name/Military Duty Location Your Position Title/Military Rank

Employer’s/Verifier’s Street Address

Street Address of Job Location (if different than Employer’s Address)

Supervisor’s Name & Street Address (if different than Job Location)

City (Country)

City (Country)

City (Country)

State

State

State

ZIP Code

ZIP Code

ZIP Code

Telephone Number

Telephone Number

Telephone Number

To

To

To

Position Title

Position Title

Position Title

Supervisor

Supervisor

Supervisor

Code

To

Employer/Verifier Name/Military Duty Location Your Position Title/Military Rank

Employer’s/Verifier’s Street Address

Street Address of Job Location (if different than Employer’s Address)

Supervisor’s Name & Street Address (if different than Job Location)

City (Country)

City (Country)

City (Country)

State

State

State

ZIP Code

ZIP Code

ZIP Code

Telephone Number

Telephone Number

Telephone Number

To

To

To

Position Title

Position Title

Position Title

Supervisor

Supervisor

Supervisor

Month/Year Month/Year

Month/Year Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

Month/Year

#4

PREVIOUS

PERIODS

OF

ACTIVITY

(Block #4)

#5

PREVIOUS

PERIODS

OF

ACTIVITY

(Block #5)

#6

PREVIOUS

PERIODS

OF

ACTIVITY

(Block #6)

Enter your Social Security Number before going to the next page

YOUR EMPLOYMENT ACTIVITIES (CONTINUED)

Code

To

Employer/Verifier Name/Military Duty Location Your Position Title/Military Rank

Employer’s/Verifier’s Street Address

Street Address of Job Location (if different than Employer’s Address)

Supervisor’s Name & Street Address (if different than Job Location)

City (Country)

City (Country)

City (Country)

State

State

State

ZIP Code

ZIP Code

ZIP Code

Telephone Number

Telephone Number

Telephone Number

To

To

To

Position Title

Position Title

Position Title

Supervisor

Supervisor

Supervisor

Code

To

Employer/Verifier Name/Military Duty Location Your Position Title/Military Rank

Employer’s/Verifier’s Street Address

Street Address of Job Location (if different than Employer’s Address)

Supervisor’s Name & Street Address (if different than Job Location)

City (Country)

City (Country)

City (Country)

State

State

State

ZIP Code

ZIP Code

ZIP Code

Telephone Number

Telephone Number

Telephone Number

To

To

To

Position Title

Position Title

Position Title

Supervisor

Supervisor

Supervisor

Code

To

Employer/Verifier Name/Military Duty Location Your Position Title/Military Rank

Employer’s/Verifier’s Street Address

Street Address of Job Location (if different than Employer’s Address)

Supervisor’s Name & Street Address (if different than Job Location)

City (Country)

City (Country)

City (Country)

State

State

State

ZIP Code

ZIP Code

ZIP Code

Telephone Number

Telephone Number

Telephone Number

To

To

To

Position Title

Position Title

Position Title

Supervisor

Supervisor

Supervisor

Month/Year Month/Year

Month/Year Month/Year

YOUR EMPLOYMENT RECORD

Has any of the following happened to you in the last 7 years? If "Yes," begin with the most recent occurrence and go backward, providing date fired, quit, or left, and other information requested.

Yes No

Month/Year Specify Reason ZIP Code

Use the following codes and explain the reason your employment was ended:

1 - Fired from a job

2 - Quit a job after being told you’d be fired

3 - Left a job by mutual agreement following allegations of misconduct

4 - Left a job by mutual agreement following allegations of unsatisfactory performance

5 - Left a job for other reasons under unfavorable circumstances

Code Employer’s Name and Address (Include city/Country if outside U.S.) State

Name

PEOPLE WHO KNOW YOU WELL

List three people who know you well and live in the United States. They should be good friends, peers, colleagues, college roommates, etc., whose combined association with you covers as well as possible the last 7 years. Do not list your spouse, former spouses, or other relatives, and try not to list anyone who is listed elsewhere on this form.

Dates Known Month/Year Month/Year

To #1

City (Country)

Telephone Number

Home or Work Address State ZIP Code

Day Night ( )

Name Dates Known Month/Year Month/Year

To #2

City (Country)

Telephone Number

Home or Work Address State ZIP Code

Day Night ( )

Name Dates Known Month/Year Month/Year

To #3

City (Country)

Telephone Number

Home or Work Address State ZIP Code

Day Night ( )

Enter your Social Security Number before going to the next page

YOUR MARITAL STATUS

Mark one of the following boxes to show your current marital status:

1 - Never married (go to question 15)

2 - Married

3 - Separated

4 - Legally Separated

5 - Divorced

6 - Widowed

Current Spouse Complete the following about your current spouse.

Full Name Date of Birth (Mo./Day/Yr.) Place of Birth (Include country if outside the U.S.) Social Security Number

Country of Citizenship Date Married (Mo./Day/Yr.)

Other Names Used (Specify maiden name, names by other marriages, etc., and show dates used for each name)

StatePlace Married (Include country if outside the U.S.)

If Separated, Date of Separation (Mo./Day/Yr.) StateIf Legally Separated, Where is the Record Located? City (Country)

Address of Current Spouse (Street, city, and country if outside the U.S.) State ZIP Code

YOUR RELATIVES

Give the full name, correct code, and other requested information for each of your relatives, living or dead, specified below.

1 - Mother (first)

2 - Father (second)

3 - Stepmother

4 - Stepfather

5 - Foster Parent

6 - Child (adopted also)

7 - Stepchild

Full Name (If deceased, check box on the left before entering name)

Code Date of Birth

Month/Day/Year Country of Birth

Country(ies) of Citizenship

Current Street Address and City (country) of Living Relatives

State

YOUR INVESTIGATIONS RECORD

Enter your Social Security Number before going to the next page

YOUR SELECTIVE SERVICE RECORD Yes No

Are you a male born after December 31, 1959? If "No," go to 18. If "Yes," go to b.

Have you registered with the Selective Service System? If "Yes," provide your registration number. If "No," show the reason for your legal exemption below.

Registration Number Legal Exemption Explanation

YOUR MILITARY HISTORY Yes No

Have you served in the United States military?

Have you served in the United States Merchant Marine?

List all of your military service below, including service in Reserve, National Guard, and U.S. Merchant Marine. Start with the most recent period of service (#1) and work backward. If you had a break in service, each separate period should be listed.

Code. Use one of the codes listed below to identify your branch of service:

1 - Air Force 2 - Army 3 - Navy 4 - Marine Corps 5 - Coast Guard 6 - Merchant Marine 7 - National Guard

O/E. Mark "O" block for Officer or "E" block for Enlisted.

Status. "X" the appropriate block for the status of your service during the time that you served. If your service was in the National Guard, do not use an "X": use the two-letter code for the state to mark the block.

Country. If your service was with other than the U.S. Armed Forces, identify the country for which you served.

Month/Year Month/Year

To

Code Service/Certificate No. O E Status Active Active

Reserve Inactive Reserve

Country

To

National Guard (State)

Yes No

Has the United States Government ever investigated your background and/or granted you a security clearance? If "Yes," use the codes that follow to provide the requested information below. If "Yes," but you can’t recall the investigating agency and/or the security clearance received, enter "Other" agency code or clearance code, as appropriate, and "Don’t know" or "Don’t recall" under the "Other Agency" heading, below. If your response is "No," or you don’t know or can’t recall if you were investigated and cleared, check the "No" box.

Codes for Investigating Agency 1 - Defense Department 2 - State Department 3 - Office of Personnel Management

4 - FBI

5 - Treasury Department 6 - Other (Specify)

Codes for Security Clearance Received 0 - Not Required 1 - Confidential 2 - Secret

3 - Top Secret 4 - Sensitive Compartmented Information 5 - Q

6 - L 7 - Other

Month/Year Agency Code

Other Agency Clearance Code

Month/Year Agency Code

Other Agency Clearance Code

Yes NoTo your knowledge, have you ever had a clearance or access authorization denied, suspended, or revoked, or have you ever been debarred from government employment? If "Yes," give date of action and agency. Note: An administrative downgrade or termination of a security clearance is not a revocation.

Month/Year Department or Agency Taking Action Month/Year Department or Agency Taking Action

FOREIGN COUNTRIES YOU HAVE VISITED

List foreign countries you have visited, except on travel under official Government orders, beginning with the most current (#1) and working back 7 years. (Travel as a dependent or contractor must be listed.)

Use one of these codes to indicate the purpose of your visit: 1 - Business 2 - Pleasure 3 - Education 4 - Other

Include short trips to Canada or Mexico. If you have lived near a border and have made short (one day or less) trips to the neighboring country, you do not need to list each trip. Instead, provide the time period, the code, the country, and a note ("Many Short Trips").

Do not repeat travel covered in items 9, 10, or 11.

Month/Year Month/Year Code Country

To

To

To

To

#1

#2

#3

#4

Month/Year Month/Year Code Country

To

To

To

To

#5

#6

#7

#8 a b a b a b

YOUR POLICE RECORD (Do not include anything that happened before your 16th birthday.)

In the last 7 years, have you been arrested for, charged with, or convicted of any offense(s)? (Leave out traffic fines of less than $150.)

If you answered "Yes," explain your answer(s) in the space provided.

Yes…