Section L Attachments 088463.pdf

ATTACHMENT J-L-01

OFFEROR OR OFFEROR’S TEAM

EXPERIENCE AND PAST PERFORMANCE

PROJECT DATA SHEET

The purpose of this form is to provide supporting project information for Factor 1 – Corporate Experience and Factor 4 - Past Performance. This form is to be completed by the Offeror. The form only needs to be submitted under Factor 1 but the projects listed will used to gather past performance information.

1. Contract Number, Delivery/Task Order Number, Project Number (if any), Title:

2. Project Location: 3. Award Amount:

Final Contract Price (including all options):

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

To Date, Period of Performance:

Completion (or Potential w/Options) Date (mm/dd/yy):

Is contract closed out/complete: Yes No

5. Type of work: Maintenance Renovation Repair Alteration

6. Type of Contract: (Check all that apply)

Firm Fixed Price/IDIQ Delivery/Task Order IDIQ Other (explain): ________________________________________________________

7. Firm Who Performed the Work:

(check one)

Contractor Sub Contractor

Firm’s Name:

Point of Contact:

Address:

Phone Number:

If subcontractor, who was prime:

8. Customer Information:

Customer Name:

Point of Contact:

Phone Number:

FAX Number:

E-mail address:

Project Information: (Delete instructions upon submission - Provide detailed project description of what work your firm performed, and how this project relates to this solicitation. Indicate if the Performance Work Statement was performance-based. Explain the roles of all firms which had major participation in the execution of the project, include the percentages of work performed by the prime and major subcontractor. It is the offeror’s responsibility to clearly explain and demonstrate to the Government how their work experience in each referenced contract is relevant to the contract requirements in this solicitation. If the Offeror does not clearly explain how their experience(s) are relevant to the contract requirements in this specification, the Government may interpret that to mean there is no relevant experience for the contract requirements not mentioned by the offeror.)

ATTACHMENT J-L-02

FACTOR 4 - PAST PERFORMANCE QUESTIONNAIRE

Solicitation Number: N40085-08-R-8463

Please Return via Email or FAX to: OICC MCI East, Theresa Crump, Contracting Officer, at email theresa.crump@navy.mil or FAX (910) 451-5629 NO COVER REQUIRED

Name of evaluated firm: _______________________________________________

To Reference Organization: In accordance with the Government’s increased emphasis on past performance and experience as an evaluation factor, the Navy is hereby requesting past performance and experience information on the above-listed firm that has listed you as a reference for the above Solicitation, which requires the successful offeror to perform Facility Support Services for the Marine Corps installations located primarily in Onslow County, North Carolina. Please complete the following Questionnaire and e-mail or FAX to Theresa Crump only at the above address. Please do not send a copy to the firm requesting the information.

Note to Offeror: For each past performance questionnaire to be completed by a client and submitted to the Government as a reference, provide a copy of this cover sheet with your proposal identifying the client’s point-of-contact information. Ensure correct phone numbers and email addresses are provided for the client point of contact.

Thanking you in advance for taking the time to complete this survey and returning to NAVFAC MIDLANT quickly but no later than (solicitation closing) _ 2:00 p.m., Eastern Standard Time.

IDENTIFICATION INFORMATION

1. Offeror:________________________ Cage Code:

2. Firm Being Evaluated: Cage Code:

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PAST PERFORMANCE QUESTIONNAIRE

ADJECTIVE RATINGS AND DEFINITIONS TO BE USED TO BEST REFLECT

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE

E (EXCELLENT) – Performance meets contractual requirements and exceeds the Government’s expectations. The contractual performance of the element being assessed was accomplished with few minor problems for which corrective actions taken by the contractor were highly effective. (HIGH

CONFIDENCE)

G (GOOD) – Performance meets contractual requirements and exceeds some requirements to the Government’s benefit. The contractual performance of the element being assessed was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

(SIGNIFICANT CONFIDENCE)

S (SATISFACTORY) – Performance meets contractual requirements. The contractual performance of the element contains some minor problems for which corrective action taken by the contractor appear or were satisfactory. (CONFIDENCE)

M (MARGINAL) –Performance does not meet some contractual requirements. The contractual performance of the element being assessed reflects a serious problem for which the contractor has not yet identified corrective actions. The contractor’s proposed actions appear only marginally effective or were not fully implemented. (LITTLE CONFIDENCE)

P (POOR) – Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element contains serious problem(s) for which the contractor’s corrective actions appear or were ineffective. (NO CONFIDENCE)

N (NEUTRAL) – No relevant past performance record is identifiable upon which to base a meaningful performance risk prediction. A search was unable to identify any relevant past performance information for the contractor or their key personnel. (This is neither a negative nor positive assessment.)

PLEASE CIRCLE THE ADJECTIVE RATING WHICH BEST REFLECTS

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE.

1. Was this a competitive Contract? YES NO

2. Role of contractor. Prime Sub

3. Ability to meet quality standards specified for technical performance. E G S M P N

4. Compliance with contractual terms and conditions.

E G S M P N

5. Quality/integrity of technical data/report preparation efforts. E G S M P N

6. Adequacy/effectiveness of quality control program and adherence to contract quality assurance requirements. E G S M P N

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

E G S M P N

8. Effectiveness of on-site management, including management of subcontractors? E G S M P N

9. Contractor was reasonable and cooperative in dealing with your staff (including the ability to successfully resolve disagreements/disputes; responsiveness to administrative reports).

E G S M P N

10. Timeliness/effectiveness of contract problem resolution without extensive customer guidance. E G S M P N

11. Ability to successfully respond to emergency and/or surge situations. E G S M P N

12. Effectiveness of on-site management and control multidiscipline construction categories, including subcontractors.

E G S M P N

13. Effectiveness of material management. E G S M P N

14. Effectiveness of acquisition management. E G S M P N

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

E G S M P N

16. Contractor safety record. E G S M P N

17. Responsiveness regarding safety issues. E G S M P N

18. Ability to hire/apply a qualified workforce to this effort.

E G S M P N

19. Ability to retain a qualified workforce on this effort.

20. 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

21. Have there been any indications that the contractor has had any financial problems? YES NO

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

COMMENTS: Objective Comments/ concerns relating to this Offeror.

ATTACHMENT J-L-04

FINANCIAL QUESTIONNAIRE

Solicitation N40085-08-R-8463

(To be submitted by Offeror)

NAVFAC MIDLANT, OICC Camp Lejeune, NC is currently considering award of a Navy contract to our firm. Prior to award, the Navy requires submission of the financial information listed below with regard to our firm. In order to be responsive to the Navy’s needs it is requested that you complete this financial questionnaire with regard to our firm and place the completed questionnaire in a sealed envelope showing the return address of the financial institution and forward it to the Contractor shown below. The requested information must be received no later than _(to be completed by Contractor in order to meet internal deadlines)__.

Prospective Contractor for which information is being requested:

Name: ______________________________________________________________

Address: _____________________________________________________________

City/State/Zip: ________________________________________________________

Phone Number: _______________________________________________________

Point of Contact: ______________________________________________________

Signature of Prospective Contractor Representative Requesting Financial Information

Name of Financial Institution:

Account Number: __________________________________________

Type of Account: __________________________________________

Average Figure: ___________________________________________

Does the Contractor have a line of credit? Yes No

What is the amount? ______________ Unused Balance: ______________________

What is the Contractor's relationship with the bank:

Very Good Other (explain): __________________________

How long has the Contractor been a customer? _______________________________

Signature and Title of Person providing the above information (Please print name)

Telephone Number________________________