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This document is an information summary matrix template for companies to provide details about their qualifications, experience, and capacity for cultural resource services contracts in Hawaii, Guam, and the Commonwealth of the Northern Mariana Islands (CNMI). Key information includes an overview of the company's small business status, years in business, annual receipts for the past three years, current line of credit and maximum line of credit, experience complying with the Federal Acquisition Regulation on subcontracting limitations, and details on four relevant past indefinite delivery/indefinite quantity contracts including work type, client, contract value, and annual revenues. Additionally, the template requests descriptions of experience managing multiple simultaneous cultural resource projects worldwide in the past three years and identifies key proposed personnel, available project staff by discipline, and descriptions of five relevant past projects in Hawaii or the Pacific area demonstrating technical expertise in cultural resource services.

Information Summary Matrix (Revised)

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INFORMATION SUMMARY MATRIX

Company Name:

INFORMATION SUMMARY MATRIX (REVISED)

1. Company Name:

Address:

Point of Contact (POC) Name:

POC Phone Number:

POC Email Address:

2. Small Business Status:

____ Small

____ Small Disadvantaged Certification Expires: ________________

____ WOSB

____ HUB Zone Certification Expires: ________________

____ VOSB

____ SD-VOSB

3. No. of years in business: _________

DUNS #: ______________________

CAGE #:______________________

SAM Registration:

____ YES ____NO

4. Average Annual Receipts for Past 3 yrs

Complete Blocks 4a., 4b., 4c.

4a. Calendar Year 2016 Annual Receipts of Company:

Maximum Monthly Receipts:

Total in-house workforce (number of personnel):

4b. Calendar Year 2017 Annual Receipts of Company:

Maximum Monthly Receipts:

Total in-house workforce (number of personnel):

4c. Calendar Year 2018 Annual Receipts of Company:

Maximum Monthly Receipts:

Total in-house workforce (number of personnel):

5. For current active contracts, projected revenue per year for Calendar Year 18: $____________ and Calendar Year 19: $_____________

6. State your current Line of Credit and your maximum line of credit

Current Line of Credit:

Maximum Line of Credit:

7. Describe how your firm has complied with FAR 52.219-14, Limitations on Subcontracting.

8. List Fixed Price Indefinite Delivery / Indefinite Quantity related contracts performed in last 3 yrs
Title:

Type of Work:

Client:

Contract Number:

Contract Ceiling Amt::

Contract Award Date:

Annual Revenues by Year:

Title:

Type of Work:

Client:

Contract Number:

Contract Ceiling Amt::

Contract Award Date:

Annual Revenues by Year:

Title:

Type of Work:

Client:

Contract Number:

Contract Ceiling Amt::

Contract Award Date:

Annual Revenues by Year:

Title:

Type of Work:

Client:

Contract Number:

Contract Ceiling Amt::

Contract Award Date:

Annual Revenues by Year:

9. Show company experience with resourcing and managing varying workloads of Cultural Resource Services at multiple sites simultaneously worldwide. For representative projects performed simultaneously in the past three calendar years, list project name, location of site, associated cost, and a brief (1 paragraph) description in (9a-9c).

9a. Calendar Year 2016

9b. Calendar Year 2017

9c. Calendar Year 2018

10. Identify proposed key personnel. 3 personnel should be identified Information should identify education, prior projects and the person’s role in the project, and current employer.

Key Personnel
Responsibilities
Qualifications

11. Identify the number of prime contract personnel available for this project by discipline (list each person only once, by primary function):

___Palynologist ___Field Supervisor ___Global Positioning System Operator ___Administrative Assistant Support

___Botanist ___Field/Laboratory Technician ___Ethnographer/Folklorist/Cultural Anthropologist ___Editor

___Physical Anthropologist ___Field/Laboratory Assistant ___Photographer ___Research Assistant

___Principal Investigator ___Ceramic Analyst ___Palynologist ___Architectural Historian

___Project Director ___Faunal Analyst ___Geographic Information System Specialist ___Historical Architect

___Laboratory Director ___Geomorphologist ___Electronic Graphics Specialist ___Interpretive Specialist

12. Provide description of five projects that have been completed in the last three years, in Hawaii or other areas in the Pacific (within the NAVFAC PACIFIC Area of Responsibility) that best demonstrate technical expertise in Cultural Resource Services. Projects may include, but are not limited to, survey and data recovery, Historic American Buildings Survey or documentation, historic preservation services, and interpretive planning projects. Please provide location, level of effort, how any challenges to staffing and/or workload surge requirements were met, and an understanding of Federal, State, local, and overseas regulatory requirements

Contract Number:

Contract type:

Dollar value of project:

Dollar value of in-house work:

Dollar value of subcontracted laboratory work:

Date/duration of contract:

Size of project site:

Description of Cultural Resource Services related work completed:

Contract Number:

Contract type:

Dollar value of project:

Dollar value of in-house work:

Dollar value of subcontracted laboratory work:

Description of Cultural Resource Services related work completed:

Contract Number:

Contract type:

Dollar value of project:

Dollar value of in-house work:

Dollar value of subcontracted laboratory work:

Description of Cultural Resource Services related work completed:

Contract Number:

Contract type:

Dollar value of project:

Dollar value of in-house work:

Dollar value of subcontracted laboratory work:

Description of Cultural Resource Services related work completed:

Contract Number:

Contract type:

Dollar value of project:

Dollar value of in-house work:

Dollar value of subcontracted laboratory work:

Description of Cultural Resource Services related work completed:

N62742-19-R-1800

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