N4008025R4580 Exhibits A-E.pdf

Rev. November 2022 1

SOURCE SELECTION SENSITIVE INFORMATION

DISCLOSURE LIMITATIONS AS OUTLINED IN FAR 2.101 & 3.104 APPLY

EXHIBIT A

FINANCIAL QUESTIONNAIRE

SOLICITATION NO: N40080-24-R-4580

(To be completed and submitted via secure email by the Financial Institution)

NAVFAC Washington is currently considering award of a Navy contract to this firm. Prior to award, the Navy requests the financial information listed below with regard to this firm. In order to be responsive to the Navy’s needs, it is requested that you complete this financial questionnaire with regard to this firm. Upon completion of the questionnaire, it is requested that you submit the completed questionnaire via secure email to julian.r.cuadros.civ@us.navy.mil and james.h.waite.civ@us.navy.mil.

The requested information must be received by the contractor no later than January 1, 2030.

Prospective Contractor for which information is being requested:

Name:

Address:

City/State/Zip:

Phone Number:

Point of Contact:

Signature of Prospective Contractor or Contractor Representative Requesting Financial Information:

Name of Financial Institution:

Address:

City/State/Zip:

Account Number:

Type of Account:

Average Balance:

Does the Contractor have a line of credit?

☐ Yes

☐ No

What is the limitation?

What is the Remaining Balance?

How is the Contractor’s relationship with the bank?

☐ Outstanding ☐ Satisfactory ☐ Other:

How long has the Contractor been a client?

Financial Institution Representative (providing the above information) mailto:christopher.j.jennen.civ@us.navy.mil

Rev. November 2022 2

Name:

Title:

Phone Number:

Email:

Signature of Financial Institution Representative:

Rev. November 2022 3

EXHIBIT B

FACTOR 1 - CORPORATE EXPERIENCE

SOLICITATION NO: N40080-24-R-4580

This form is to be completed by the Offeror. Use this form (one per project) to provide supporting project information for Factor 1, Corporate Experience.

1. Offeror Name:

JV Partner Name: (if applicable) Mentor Protégé JV (if applicable)

Sub-annex 1503040 – Other (Training Pools) Subcontractor Name: (if applicable))

2. Contract Number: Delivery/Task Order Number:

Project Title:

Project Location:

3. Award Date (mm/dd/yy):

Completion Date (mm/dd/yy):

Funded Period of Performance:

Project is % complete

4. Award Amount (including all options): $

Final Contract Price (including all options): $

Amount billed/invoiced: $

Total Annual Contract Value (see definition):

5. Type of Contract (check one): __ FFP __ MASC __ IDIQ __ BOSC __ OTHER

6. This project was Performance Based YES NO

7.Customer/Owner Name:

Point of Contact Name/Title: (person with project knowledge)

POC Phone Number: POC Email Address:

8. Name of Firm that Performed the Work:

This firm performed the work as (check one): Prime Contractor

First-Tier Small Business Subcontractor* Subcontractor*

*provide the name of the prime contractor:

If the firm who performed this project differs from the Offeror submitting a proposal under this solicitation, identify the relationship to the Offeror below:

__ Key Personnel** __ Subsidiary __ Satellite Office __ Parent Company

__ Predecessor Company __ Sub-annex 1503040 – Other (Training Pools) Subcontractor

**If this project was performed by Offeror key personnel, identify the name of the individual, name of firm they worked for, and describe their involvement on this project in Block 9.

9. If this project was performed by Offeror key personnel, a subsidiary, satellite office, parent company, predecessor company, provide a detailed explanation how this office/person will participate in this contract.

10. Percentage of work firm self-performed (see “self-perform” definition) on this project: %

Provide detailed description of what work your firm self-performed on this project. If performed as subcontractor, provide a detailed description of what work your firm self-performed as a subcontractor on this project.

Rev. November 2022 4

11. Identify annexes below that are relevant to this project (include dollar amount and % of work your firm self-performed).

Relevancy of this project to

RFP Annex

Annex Number / Name

Contract

Price

Percentage of work your

Firm self-performed

Yes - or - No

Annex 1002000 Supply Services $ %

Sub-annex 1502000 Facility Investment $ %

Sub-annex 1503010 Custodial $ %

Sub-annex 1503030 Integrated Solid Waste

Management (ISWM)

Sub-annex 1503040 Other (Training Pools) $ %

Sub-annex 1503050 Grounds Maintenance and

Landscaping

Sub-annex 1503060 Pavement Clearance $ %

Annex 1800000 Environmental $ %

All Others $ %

TOTAL (Should equal block 4, Final Contract Price) - $ 100 %

Rev. November 2022 5

EXHIBIT C

FACTOR 2 – PAST PERFORMANCE

SOLICITATION NO: N40080-24-R-4580

NAVFAC/USACE PAST PERFORMANCE QUESTIONNAIRE (Form PPQ-0)

CONTRACT INFORMATION (Contractor to complete Blocks 1-4)

1. Contractor Information

Firm Name: CAGE Code:

Address: Entity Identifier Number:

Phone Number:

Email Address:

Point of Contact: Contact Phone Number:

2. Work Performed as: ___ Prime Contractor ___ Subcontractor ___ Joint Venture

Other (Explain)

Percent of project work performed:

If subcontractor, who was the prime (Name/Phone #):

3. Contract Information

Contract Number:

Delivery/Task Order Number (if applicable):

Contract Type: ___ Firm Fixed Price ___ Cost Reimbursement ___ Other (Please specify):

Contract Title:

Contract Location:

Award Date (mm/dd/yy):

Contract Completion Date (mm/dd/yy):

Actual Completion Date (mm/dd/yy):

Explain Differences:

Original Contract Price (Award Amount):

Final Contract Price (to include all modifications, if applicable):

Explain Differences:

4. Project Description:

Complexity of Work: __ High __ Med __ Routine

How is this project relevant to project of submission? (Please provide details such as similar equipment, requirements, conditions, etc.)

CLIENT INFORMATION (Client to complete Blocks 5-8)

5. Client Information

Name:

Title:

Phone Number:

Email Address:

6. Describe the client’s role in the project:

Rev. November 2022 6

7. Date Questionnaire was completed (mm/dd/yy):

8. Client’s Signature:

NOTE: NAVFAC REQUESTS THAT THE CLIENT COMPLETES THIS QUESTIONNAIRE AND

SUBMITS DIRECTLY BACK TO THE OFFEROR. THE OFFEROR WILL SUBMIT THE COMPLETED

QUESTIONNAIRE TO NAVFAC WITH THEIR PROPOSAL, AND MAY DUPLICATE THIS

QUESTIONNAIRE FOR FUTURE SUBMISSION ON NAVFAC SOLICITATIONS. CLIENTS ARE

HIGHLY ENCOURAGED TO SUBMIT QUESTIONNAIRES DIRECTLY TO THE OFFEROR.

HOWEVER, QUESTIONNAIRES MAY BE SUBMITTED DIRECTLY TO NAVFAC. PLEASE CONTACT

THE OFFEROR FOR NAVFAC POC INFORMATION. THE GOVERNMENT RESERVES THE RIGHT

TO VERIFY ANY AND ALL INFORMATION ON THIS FORM.

ADJECTIVE RATINGS AND DEFINITIONS TO BE USED TO BEST REFLECT YOUR EVALUATION OF

THE CONTRACTOR’S PERFORMANCE

RATING DEFINITION NOTE

(E) Exceptional Performance meets contractual requirements and exceeds many to the Government/Owner’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with few minor problems for which corrective actions taken by the contractor was highly effective.

An Exceptional rating is appropriate when the Contractor successfully performed multiple significant events that were of benefit to the

Government/Owner. A singular benefit, however, could be of such magnitude that it alone constitutes an Exceptional rating. Also, there should have been NO significant weaknesses identified.

(VG) Very Good Performance meets contractual requirements and exceeds some to the

Government’s/Owner’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

A Very Good rating is appropriate when the Contractor successfully performed a significant event that was a benefit to the

Government/Owner. There should have been no significant weaknesses identified.

(S) Satisfactory Performance meets minimum contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

A Satisfactory rating is appropriate when there were only minor problems, or major problems that the contractor recovered from without impact to the contract. There should have been NO significant weaknesses identified. Per

DOD policy, a fundamental principle of assigning ratings is that contractors will not be assessed a rating lower than

Satisfactory solely for not performing beyond the requirements of the contract.

(M) Marginal Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being assessed reflects a serious problem for which the contractor has not yet identified corrective actions. The contractor's proposed actions

A Marginal is appropriate when a significant event occurred that the contractor had trouble overcoming which impacted the Government/Owner.

Rev. November 2022 7 appear only marginally effective or were not fully implemented.

(U) Unsatisfactory Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains serious problem(s) for which the contractor's corrective actions appear or were ineffective.

An Unsatisfactory rating is appropriate when multiple significant events occurred that the contractor had trouble overcoming and which impacted the

Government/Owner. A singular problem, however, could be of such serious magnitude that it alone constitutes an unsatisfactory rating.

(N) Not

Applicable

No information or did not apply to your contract

Rating will be neither positive nor negative.

TO BE COMPLETED BY CLIENT

PLEASE CIRCLE THE ADJECTIVE RATING WHICH BEST REFLECTS

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE.

1. QUALITY:

a) Quality of technical data/report preparation efforts E VG S M U N

b) Ability to meet quality standards specified for technical performance E VG S M U N

c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance

E VG S M U N

d) Adequacy/effectiveness of quality control program and adherence to contract quality assurance requirements (without adverse effect on performance)

E VG S M U N

2. SCHEDULE/TIMELINESS OF PERFORMANCE:

a) Compliance with contract delivery/completion schedules including any significant intermediate milestones. (If liquidated damages were assessed or the schedule was not met, please address below)

E VG S M U N

b) Rate the contractor’s use of available resources to accomplish tasks identified in the contract

E VG S M U N

3. CUSTOMER SATISFACTION:

a) To what extent were the end users satisfied with the project? E VG S M U N

b) Contractor was reasonable and cooperative in dealing with your staff

(including the ability to successfully resolve disagreements/disputes;

responsiveness to administrative reports, businesslike and communication)

E VG S M U N

c) To what extent was the contractor cooperative, businesslike, and concerned with the interests of the customer?

E VG S M U N

d) Overall customer satisfaction E VG S M U N

4. MANAGEMENT/ PERSONNEL/LABOR

a) Effectiveness of on-site management, including management of subcontractors, suppliers, materials, and/or labor force?

E VG S M U N

b) Ability to hire, apply, and retain a qualified workforce to this effort E VG S M U N

c) Government Property Control E VG S M U N

d) Knowledge/expertise demonstrated by contractor personnel E VG S M U N

e) Utilization of Small Business concerns E VG S M U N

f) Ability to simultaneously manage multiple projects with multiple disciplines E VG S M U N

g) Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes

E VG S M U N

Rev. November 2022 8

h) Effectiveness of overall management (including ability to effectively lead, manage and control the program)

E VG S M U N

5. COST/FINANCIAL MANAGEMENT

a) Ability to meet the terms and conditions within the contractually agreed price(s)?

E VG S M U N

b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client

E VG S M U N

c) If this is/was a Government cost type contract, please rate the Contractor’s timeliness and accuracy in submitting monthly invoices with appropriate back-up documentation, monthly status reports/budget variance reports, compliance with established budgets and avoidance of significant and/or unexplained variances

(under runs or overruns)

E VG S M U N

d) Is the Contractor’s accounting system adequate for management and tracking of costs? If no, please explain in Remarks section.

Yes No

e) If this is/was a Government contract, has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations? Indicate if show cause or cure notices were issued, or any default action in comment section below.

Yes No

f) Have there been any indications that the contractor has had any financial problems? If yes, please explain below.

Yes No

6. SAFETY/SECURITY

a) To what extent was the contractor able to maintain an environment of safety, adhere to its approved safety plan, and respond to safety issues? (Includes:

following the users rules, regulations, and requirements regarding housekeeping, safety, correction of noted deficiencies, etc.)

E VG S M U N

b) Contractor complied with all security requirements for the project and personnel security requirements.

E VG S M U N

7. GENERAL

a) Ability to successfully respond to emergency and/or surge situations

(including notifying COR, PM or Contracting Officer in a timely manner regarding urgent contractual issues).

E VG S M U N

b) Compliance with contractual terms/provisions (explain if specific issues) E VG S M U N

c) Would you hire or work with this firm again? (If no, please explain below) Yes No

d) In summary, provide an overall rating for the work performed by this contractor.

E VG S M U N

Please provide responses to the questions above (if applicable) and/or additional remarks. Furthermore, please provide a brief narrative addressing specific strengths, weaknesses, deficiencies, or other comments, which may assist our office in evaluating performance risk (please attach additional pages if necessary):

Rev. November 2022 9

EXHIBIT D

FACTOR 3- KEY PERSONNEL

SOLICITATION NO: N40080-24-R-4580

This form is to be completed by the Offeror. Use this form to provide the last five (5) years of project information for the

Project Manager for evaluation under Factor 3- Key Personnel.

2. Project Manager Name:

3. Contract Information

Contract Number:

Delivery/Task Order Number (if applicable):

Contract Title:

Contract Period of Performance:

Award Amount:

Contracting POC (Name, Phone Number, Email):

Annexes/Sub-Annexes managed by PM under this project:

☐ 1002000 Supply Services ☐ 1502000 Facility Investment ☐ 1503010 Custodial

☐ 1503030 Integrated Solid Waste Management (ISWM) ☐ 1503040 Other (Training Pools)

☐ 1503050 Grounds Maintenance and Landscaping ☐ 1503060 Pavement Clearance

☐ 1800000 Environmental

Contract Title:

Contract Period of Performance:

Award Amount:

Contracting POC (Name, Phone Number, Email):

Annexes/Sub-Annexes managed by PM under this project:

☐ 1002000 Supply Services ☐ 1502000 Facility Investment ☐ 1503010 Custodial

☐ 1503030 Integrated Solid Waste Management (ISWM) ☐ 1503040 Other (Training Pools)

Contract Title:

Contract Period of Performance:

Award Amount:

Contracting POC (Name, Phone Number, Email):

Annexes/Sub-Annexes managed by PM under this project:

☐ 1002000 Supply Services ☐ 1502000 Facility Investment ☐ 1503010 Custodial

☐ 1503030 Integrated Solid Waste Management (ISWM) ☐ 1503040 Other (Training Pools)

Rev. November 2022 10

EXHIBIT E

SAFETY DATA & NARRATIVE

SOLICITATION NO: N40080-24-R-4580

This form is to be completed by the Offeror. Use this form to provide safety information for the Safety factor. DART rates shall not be submitted for subcontractors.

Joint Venture (JV) or Partnership: Complete Blocks 1 through 3 for each business entity that is part of the JV or partnership.

Name of JV member, partner, first-tier Small Business subcontractor providing the information below (if applicable):

Offeror’s Three Previous Complete Calendar Years of Reported Safety Data:

Only complete year safety data will be considered. Indicate data rates as decimal figures, not whole numbers.

2. U.S. Dept. of Labor, OSHA Days Away from Work, Restricted Duty, or Job Transfer (DART) Rate

2021 2022 2023 2024 | 2025

Instructions for calculating the DART rate can be found in the solicitation.

2a. For DART Rates of 3.0 or greater, explain any extenuating circumstances and corrective actions taken:

2b. Explain any negative DART Rate trends and any corrective actions taken for improvement:

2c. If you do not have a DART Rate for a given year, state so here and explain why:

Rev. November 2022 11

3. U.S. Dept. of Labor, OSHA TCR 2021 2022 2023 2024 | 2025

3a. For TCR of 4.5 or greater, explain any extenuating circumstances and corrective actions taken:

3b. Explain any negative TCR trends and any corrective actions taken for improvement:

3c. If you do not have a TCR for a given year, state so here and explain why: