PSO_Smart_Book_&_Master_Certiification_File,_Past_Project_Form_&_Performance_Questionnaire.pdf

Region # Date (last updated)

Contract # Contractor Name

La st

N am e

Su ff ix

Fi rs t N am e

M id dl e

In iti al

La st o f S

SN

St at us

SS

AN

C ar d

I- 9/ e- Ve rif y

Ex pe re in ce

Ed uc at io n

La ng ua ge

Ex hi bi t 9 a, Co nt ra ct or 's

Va lid at io n of

Em pl oy ee

P er so na l Da ta

HS

PD

-1

(P

IV

/P

IV

-I)

Ph ot og ra ph

Fi tn es s L et te r (P re lim in ar y)

Fi tn es s L et te r ( Fi na l)

N

SI

C Le tt er

N on

-D is cl os ur e

Ag re em en t F m

0-

Ph ys ic ia n' s

Ce rt ifi ca tio n

Dr ug

S cr ee ni ng

PSO Personal Information Employee Personal Data (Exhibit 9a)

MASTER PSO CERTIFICATION FILE

Ba si c

Tr ai ni ng

FP

S

O rie nt at io n

AE

D/

CP

R/

Fi rs t A id

EM

T

Sc re en er

(X -r ay /M ag

W

DT

P (1

6h r)

W

DT

P (8 hr

La ut en be rg

St at em en t

In iti al F ire ar m s

Tr ai ni ng

In iti al F ire ar m s

Q ua lif ic at io n

In iti al B on

Ce rt ifi ca tio n

In iti al O

C Ce rt ifi ca tio n

St at e G ua rd

L ic en se

S t at e W ea po ns

Q ua lif ic at io n

St at e W ea

Pe rm it

St at e Dr iv er

's L ic en se

O th er

O th er

O th er

Pre-Employment Validation (Exhibit 9b)

Ex hi bi t 9 b, Co nt ra ct

's

Va lid at io n of P re em pl oy m en t

Re qu ire m en ts

Ba si c Tr ai ni ng

Ex am in at io n

Re fr es he r T ra in in g

AE

D/

CP

R/

Fi rs t A id

EM

T

Sc re en er

(X -r ay /M ag

W

DT

P (1

6/ 8)

(A nn ua l)

W

DT

P Du ty lif ic at io n

La ut en be rg

St em en t

Se m ia nn ua l F ire ar m s

Tr ai ni ng

Se m ia nn ua l F ire ar m s

Q ua lif ic at io n

An nu al B on

Ce rt ifi ca tio n

An nu al O

C Ce rt ifi ca tio n

St at e G ua rd

L ic en se

S t at e W ea lif ic at io n

St at e W ea

Pe rm it

St at e Dr iv er

's L ic en se

Dr ug

S cr ee ni ng

O th er

Current Training and Certifications (Administrative Audit)

O th er

O th er

Standard. 7.2.5 The Contractor shall organize and maintain electronic PSO personnel files as outlined below. An example of the PSO personnel file outline has been provided in [Attachment 3].

1. Each PSO shall have an electronic personnel file.

2. The electronic personnel file shall be established in the following manner:

a. A main folder designated to each PSO

i. Three (3) subfolders [with varying documents]

1. Employee Personal Data Validation

a. Exhibit 7a completed

b. Items listed under Contractor employee personal data shall be reviewed and validated by the Contractor using Exhibit 7a, Contractor’s Validation of Employee Personal Data (Education, Experience, Language, SSN Card, I-9/e-Verify document, etc.)

2. Pre-employment Validation

a. Exhibit 7b completed

b. Items listed under Pre-employment Validation shall be reviewed and validated by the Contractor and the COR, using Exhibit 7b, Contractor’s Validation of Pre-employment Requirements, prior to the PSO taking the PSO basic training examination.

3. Current Training and Certification

a. Items listed under Current Training and Certifications are subjected to administrative audits; only the most current documentation or certification is required to be maintained.

Extraneous documentation shall be removed and maintained in accordance with applicable regulations or instructions.

b. All training and certification shall be documented using, Exhibit 7, Contractor’s Certification of Training and Qualification.

ATTACHMENT 3

PAST PROJECT FORM

1. Name of Contractor

1a. Solicitation Number (i.e. the solicitation your firm is responding to)

2. Complete Name of Government Agency, Commercial Firm, or Other Organization for Which Effort Performed.

3. Complete Address of Entity Named in #2 Above

4. Contract Number or Other Reference

5. Date of Project Award

6a. Total Project Price (to include all options):

6b. Current Annual Estimated Price:

7. Period of Performance (to include all options)

8. Level of Security Clearance Required (If applicable)

9a. Number of Productive Protective Security Officer Hours PerYear:

9b. Number of Protective Security Officers utilized to perform the required hours:

9c. Armed or Unarmed Protective Security Officers

Total Armed PSO Hours per Year:

Total Unarmed PSO Hours per Year:

10. Total Number of Posts Manned 11. Total Number of Facilities Manned

12a. Technical Point of Contact (name, title, address, telephone no., and email address)

12b. Contracting or Purchasing Point of Contact (name, title, address, telephone no., and email address)

13. Geographic Location of Work (Country, State or Province, County, City)

14. Contractor Performance Assessment Reporting System (CPARS) Completion: CPARS is a web-enabled application that collects and manages contractor performance assessments. A CPAR report is required to be completed annually through the conclusion of the contract. Once “finalized” CPAR assessments are copied to the Past Performance Informational Retrieval System (PPIRS). Contractors may view their own data in PPIRS at http://www.ppirs.gov/.

Contractor Complete the Following by Checking the Appropriate Box:

□ A “finalized” Contractor Performance Assessment Report IS resident in PPIRS for this contract for the most recently completed performance period.

□ A “finalized” Contractor Performance Assessment Report IS NOT resident in PPIRS for this contract for the most recently completed performance period..

http://www.ppirs.gov/

15. Description of Contract Work. In order to establish the relevance of your project to the instant requirement, please describe the scope, magnitude and complexity of this work, comparing and contrasting it to that required under this solicitation. Additionally, describe any unique or unusual requirements of the contract, and performance problems or issues encountered under the performance of the contract. Include discussion of any previous or ongoing Department of Labor investigations of your firm for Service Contract Act or other labor related violations.

For problems/issues noted, describe the method of resolution and/or corrective actions taken. Use a continuation sheet, if necessary.

16. Did this contract require the submission of a subcontracting plan? If so, describe the efforts being made to meet the subcontracting goals contained within the approved plan to include the name(s) of subcontractor(s) used, if any, and a description of the extent of work performed by the subcontractor(s).

Instructions for Completing the Past Project Form

Item1 Insert Name of Offeror Item 1a Insert Solicitation Number Item 2 Insert the complete name of the customer, including parent organization. Do not use acronyms.

Item 3 Insert the customer's complete address, including both post office box and street address, if possible.

Item 4 Insert any contract number or other contract reference used by the customer.

Item 5 Insert the date on which the contract came into existence.

Item 6 Insert the price, as it appeared in the original contract inclusive of all option periods. If the contract included multiple, separately-priced items, add the individual item amounts and insert the total price.

Item 6a Insert the current total annual amount Item 7 Insert the period of performance to include all option periods (if applicable).

Item 8 Annotate whether or not a clearance was required. If applicable, insert the type clearance, i.e. Top

Secret, Secret) Item 9a Insert the number of productive protective security officers hours under the contract on an annual basis.

Item 9b Insert the total number of protective security officers employed to perform this effort Item 9c Indicate whether or not the requirement called for armed or unarmed protective security officers. If requiring both type indicate the distribution of hours between armed and unarmed protective security officers.

Item 10 Insert the number of posts manned, Item 11 Insert the number of facilities requiring protective security officer services under this contract.

Item 12a Insert the name, title, address, telephone number, and email address (if available) of the program or project manager, quality assurance representative, or other customer technical representative who is most familiar with the quality of your work under the contract.

Item 12b Insert the name, title, address, telephone number, and email address (if available) of the contracting officer, purchasing agent, or other customer contracting or purchasing representative who is most familiar with your work under the contract.

Item 13 Insert the location(s) where the work was performed, including the country (if other than the United States) and the state or province, county (if applicable), and city. If contract requires protective security officer services at multiple locations, identify all locations.

Item 14 Indicate whether a “finalized” Contractor Performance Assessment Report is resident in PPIRS by checking the appropriate box.

Item 15 Describe the nature and scope of the work. The objective is to show how the work that you did or are doing is similar in nature and scope to the work that is to be performed under the contract contemplated by the request for proposal. Describe any unique or unusual requirements of the contract and any problems encountered during the performance of this contract work. Tell your side of the story of any conflicts with the customer concerning which they may make adverse remarks about your performance.

Describe any actions that you have taken or plan to take to correct any shortcomings in your performance.

Item 16 Insert the name, address, telephone number, and email address (if available) of the subcontractor(s) used, if any, and a description of the extent of work performed by the subcontractor(s).

ATTACHMENT 4

PAST PERFORMANCE QUESTIONNAIRE

Solicitation: HSHQEC-17-R-00012

NAME OF CONTRACTOR REQUESTING THE REFERENCE: __________________

The purpose of this questionnaire is to obtain information regarding the quality of the above named Contractor’s past performance relative to a contract, completed or in progress, at your company/agency. The Federal Protective Service is considering this Contractor for Protective Security Officer services at various Federal buildings located in the Washington, DC area. We would greatly appreciate your input regarding the quality of the Contractor’s past performance.

Handwritten responses are sufficient. It is requested that the individual(s) responsible for the administrative oversight of the project (e.g. security specialist, COR, COTR, etc.)

respond to this questionnaire. More than one copy of the questionnaire may be submitted if responses from more than one individual are appropriate.

Upon completion of the survey, please email to Christopher.Kelly@hq.dhs.gov. If you have any questions, please call Christopher Kelly at (215)521-2259. We appreciate your efforts on our behalf.

CONTRACT NO. OR PROJECT TITLE: _____________________________________

PERIOD OF PERFORMANCE TO

INCLUDE ALL OPTION PERIODS:_________________________________________

TOTAL PROJECT VALUE TO

INCLUDE ALL OPTION PERIODS: _________________________________________

ANNUAL NO. OF PROTECTIVE SECURITY OFFICER

HOURS:_________________________________________

Please provide a brief description of the scope of this project so that we determine any similarities to this contract:

mailto:Christopher.Kelly@hq.dhs.gov

QUESTIONS

PERFORMANCE:

Please provide your comments on the Contractor’s performance in the following areas:

1. How consistent is the Contractor in providing required staffing at each post of duty?

Comments:

2. How consistent is the Contractor in providing employees who report to duty properly groomed, uniformed, and equipped?

Comments:

3. How consistent is the Contractor in keeping training records, certifications, and related documentation complete, accurate, and current?

Comments:

4. Discuss the overall level of professionalism, attentiveness, and bearing of the Contractor's workforce.

Comments:

5. How effective is the Contractor in identifying potential problems and resolving them on his own?

Comments:

6. How effectively does the Contractor respond to problems presented to him by owner and tenant representatives?

Comments:

7. Discuss the Contractor’s quality control of the project.

Comments:

8. Discuss the Contractor’s overall management of the project

9. Discuss the Contractor’s ability to seamlessly transition or phase-in under a newly awarded contract (if applicable):

10. Discuss the Contactor’s ability to provide the level of supervision sufficient to ensure effective performance by the productive Protective Security Officers over the course of the Contract.

11. Did this contract require the contractor to submit a subcontracting plan? If so, has the contractor been making a good faith effort to meet the subcontracting goals contained within the plan? (NOTE: The individual completing this questionnaire may need to contact the cognizant contracting officer in order to ascertain whether the contractor is meeting subcontracting goals.)

12. If you had a choice, would you hire this Contractor again? Why or why not?

13. In summary, would you describe the quality of the Contractor's services and overall performance as:

a. _____ Highly Acceptable – Based on the contractor’s performance under this project, the level of risk associated with this vendor is substantially less than the level expected from a competent vendor.

b. _____ Acceptable – Based on the contractor’s performance under this project, the level of risk associated with this vendor is no more than the level expected from a competent vendor.

c. _____ Unacceptable – Based on the contractor’s performance under this project, the level of risk associated with this vendor is greater than the level normally expected from a competent vendor.

Your Name: ______________________________ Your Position: ______________________________ Company: ______________________________ Telephone No: ______________________________ Fax: ______________________________ E-mail address: ______________________________

6.9 Other Special Training

Attachment_3 Revised

Attachment 9 - Proposal Submission Checklist - May 2017 Version