OES SIR L Att L3.docx

Ontario Engineering Services (OES)

693KA8-23-R-00004

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

ATTACHMENT L3 – PAST PERFORMANCE SUMMARY AND QUESTIONNAIRE

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

ATTACHMENT L3 – PAST PERFORMANCE SUMMARY AND QUESTIONNAIRE

FOR

SCREENING INFORMATION REQUEST

Solicitation Number: 693KA8-23-R-00004

Ontario Engineering Services (OES)

DEPARTMENT OF TRANSPORTATION

693KA8-23-R-00004

FEDERAL AVIATION ADMINISTRATION

Ontario Engineering Services (OES)

693KA8-23-R-00004

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

ATTACHMENT L3 – PAST PERFORMANCE SUMMARY AND CUSTOMER SURVEY

TABLE OF CONTENTS

L3-i General Instructions This attachment consists of two parts as follows:

Part A: Past Performance Summary – to be completed by the Offeror and submitted with Offeror’s Volume III Past Performance Proposal. Two (2) past performance summaries are required.

Part B: Past Performance Questionnaire - Offerors should complete Block 1 and submit the survey form to two appropriate customer points of contact for the two (2) Past-Performance references shown in Part A above. The customer POC’s must complete Part B of the form and return to the FAA Contracting Officer.

Offerors must follow the complete instructions for Past Performance references provided in SIR Section L.10.5.

Part A: Past-Performance Summary Instructions to Offerors Offerors must complete a Past-Performance Summary for two (2) past-performance references in accordance with Section L using the form provided on the following pages. The Past-Performance Summaries must be submitted within Volume IV of the proposal by the date and time identified in Section L.2.1 Procurement Schedule for when the Offeror’s written proposal is due.

The Offeror must complete Part A, which must not exceed 2 pages in length for each past performance contract referenced. Responses to Blocks 3 and 4 (including portions on separate pages) must be in Arial, point size 10 font. Any submission exceeding the 2-page limitation will only be evaluated up to the established page limitation.

PART A- PAST-PERFORMANCE SUMMARY

Block 1: Identification of Prime and Team Member That Performed the Effort

a. Name of OES Prime Offeror:

b. Name and role of entity submitting this Past Performance reference (e.g., Prime or Subcontractor):

c. Company Size: (e.g., Small, Large, Disadvantaged, etc.)

Block 2: Customer and Contract Highlights

a. Customer Name (Agency or Company):

b. Contract Title:

c. Contract Number:

d. Contract Period of Performance (including options): [start date] to [end date or ongoing]

Cost Plus Award Fee IDIQ/Task Order Labor Hour T&M

Other (specify):

f. Total Contract Value (across maximum period of performance):

g. Portion of Contract Value (in $) Performed by the entity listed in Block 1b:

h. Name of Customer Point of Contact: [the person to whom Part B will be given]

i. Customer Point of Contact Telephone Number:

j. Customer Point of Contact E-mail Address:

Block 3: Description of Work Efforts Performed or Services Provided

Block 4: Relevance to OES Requirements (in terms of functional scope and complexity)

Block 5: Evidence of Quality Work:

Block 6: Evidence of Timely Performance:

Block 7: Evidence of Customer Satisfaction:

Block 7: Evidence of Effective Cost and Schedule Control Procedures:

Part B: Past-Performance Questionnaire

INSTRUCTIONS TO OFFERORS:

The Offeror must provide the Past-Performance Questionnaire (PPQ) to appropriate customer points of contact for the two (2) Past-Performance Summary references shown in Part A above. For Government references, the PPQ must be provided to two (2) references (one from the Contracting Officer (CO) and one from the program staff) for each Past Performance Summary. The program staff references should include individuals with firsthand knowledge of the Offerors performance such as a Contracting Officer’s Representative (COR) or a Task Order manager or Representative. The PPQs are due back within 10 business days.

For past performance under other contracts, such as commercial contracts, the PPQ must be provided to individuals with duties similar to those of the Government CO and COR.

To aid the person completing the PPQ, the Offeror must complete Block 1 of the PPQ to identify its name and the specific contract being referenced.

The Offeror is responsible for following up to ensure that references submit the PPQ. The due date for the completed PPQs is the same as the due date for all proposal volumes identified in Section L.2.1. The PPQ must be submitted directly by the person completing the survey via e-mail to the FAA CO identified in Section L.2.2 of the OES SIR.

Part B: Past-Performance Questionnaire (Continued)

INSTRUCTIONS TO THE PERSON COMPLETING THE PPQ:

In order to assess Offerors responding to the Federal Aviation Administration’s (FAA’s) Screening Information Request (SIR) for Ontario Engineering Services (OES), the FAA is seeking past performance information with respect to each Offeror. You have been selected as a Past-Performance reference by one of the Offerors. The name of the Offeror, contract title, and contract number are identified on the next page under Block 1. Please correct any information in Block 1 that was not accurately provided by the Offeror. Within the PPQ, the Offeror is referred to as “the Contractor” relative to its support of your organization.

You are requested to complete Block 2 plus provide a rating for Areas 1-7 in the PPQ. Narrative explanations are only requested when a rating of Marginal or Unsatisfactory is indicated.

Please complete the PPQ, sign in Block 4, convert to PDF format, and e-mail to the CO as identified in Section G.2. The subject line in the submission e-mail should clearly indicate: OES Past-Performance Questionnaire Submission for <Contractor’s Name>. The e-mail message must originate from your Government or Corporate e-mail address, as applicable. If needed, you may receive a follow-up phone call or e-mail to confirm or clarify information.

If you have questions regarding this survey or require assistance, please email inquiries to the CO as identified in Section G.2.

PART B - PAST PERFORMANCE QUESTIONNAIRE

Block 1: Offeror Information (completed by the Contractor)

a. Contractor name:

b. Contract title:

c. Contract number:

d. Role on contract (e.g., prime or subcontractor):

e. Period of Performance: [start date] to [end date or ongoing]

f. Total Contract Value:

Block 2: Reference Information

a. Name:

b. Name of Organization (Agency or Company):

c. Current Position Title:

d. Role on Referenced Contract (e.g., CO, COR, PM):

e. Mailing Address:

f. Telephone number:

g. E-mail Address:

Block 3: Survey Questions

Area 1: Timeliness of Performance – To what extent did the Contractor adhere to contract delivery schedules.

Please objectively assess the requesting firm in each performance element below by assigning an “X” to the most appropriate rating as described below:

Contractor consistently exceeded requirements and expectations Good Contractor met and sometimes exceeded requirements and customer expectations Satisfactory Contractor met requirements Marginal Contractor did not consistently meet requirements and was sometimes below customer expectations Unsatisfactory Contractor frequently did not meet requirements and was often below customer expectations

Assessment (check one):

Excellent

Good

Satisfactory

Marginal

Unsatisfactory

Explanation (if rating is Marginal or Unsatisfactory):

Area 2: Products and Services Performance – To what extent did the products and services meet or exceed contract requirements. To what extent did the Contractor solve contract performance problems without extensive guidance from the customer.

Contractor consistently exceeded expectations Good Contractor met and sometimes exceeded customer expectations Satisfactory Contractor met requirements Marginal Contractor did not consistently meet requirements and was sometimes below customer expectations Unsatisfactory Contractor frequently did not meet requirements and was often below customer expectations

Assessment (check one):

Excellent

Good

Satisfactory

Marginal

Unsatisfactory

Explanation (if rating is Marginal or Unsatisfactory):

Area 3: Program Management – To what extent did the Contractor successfully manage all aspects of the contract. Did the Contractor commit adequate resources in a timely manner to the contract in order to meet the requirement and delivery schedule? Did the Contractor implement corrective actions when appropriate?

Contractor consistently exceeded requirements and expectations Good Contractor met and sometimes exceeded requirements and customer expectations Satisfactory Contractor met requirements Marginal Contractor did not consistently meet requirements and was sometimes below customer expectations Unsatisfactory Contractor frequently did not meet requirements and was often below customer expectations

Assessment (check one):

Excellent

Good

Satisfactory

Marginal

Unsatisfactory

Explanation (if rating is Marginal or Unsatisfactory):

Area 4: Customer Relationship – To what extent did the Contractor communicate in an effective and proactive manner. To what extent was the Contractor proactive in responding to problems, issues and customer concerns?

No change orders were submitted.

Good No change orders were submitted.

Satisfactory Minimal number of change orders were submitted.

Marginal Contractor submitted several change orders.

Unsatisfactory Contractor submitted numerous change orders.

Assessment (check one):

Excellent

Good

Satisfactory

Marginal

Unsatisfactory

Explanation (if rating is Marginal or Unsatisfactory)

Area 5: Cost and Schedule – To what extent did the Contractor maintain cost and schedule to complete tasks as planned? Did the Contractor keep the customer informed of status in a timely manner?

Contractor consistently exceeded requirements and expectations Good Contractor met and sometimes exceeded requirements and customer expectations Satisfactory Contractor met requirements Marginal Contractor did not consistently meet requirements and was sometimes below customer expectations Unsatisfactory Contractor frequently did not meet requirements and was often below customer expectations

Assessment (check one):

Excellent

Good

Satisfactory

Marginal

Unsatisfactory

Explanation (if rating is Marginal or Unsatisfactory):

Assessment (check one):

Excellent

Good

Satisfactory

Marginal

Unsatisfactory

Explanation (if rating is Marginal or Unsatisfactory)

Any additional comments you would like to share:

Block 4: Signature

L3-1