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ACCOMPANYING AMENDMENT NO. 0001 TO SOLICITATION NO. W9126G-08-R-0003

San Antonio Military Medical Center – North W9126G-08-R-0003

Section 00 21 00 Page 1

SECTION 00 21 00

INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS

1.00 GENERAL PROPOSAL INFORMATION.

General: The proposal should be prepared simply and economically, providing straightforward, concise delineation of capabilities to perform the contract. The proposal should be practical, legible, clear and coherent.

Integrated Design-Bid-Build (IDBB) Description: IDBB is an acquisition methodology that allows the constructor to interface with the Architect of Record, the USACE and End-User Groups (the “customer” in USACE parlance) during the period from Design Development through 100% completion of each Work Package. At the 85% stage of each work package, it is expected that the price will become firm fixed through negotiations. The contract is divided into two portions: construction integration services and construction. The construction integration services phase shall be priced as a Firm Fixed Price based on a definitive scope of work. The construction phase includes both Firm Fixed Price and Guaranteed Maximum Price components. The Structured Parking South shall be priced as a Firm Fixed Price with the remaining construction priced as a Guaranteed Maximum Price with successive targets of estimated scope of work.

Construction Integration Services: Carefully review Section 01 10 00 STATEMENT OF WORK for an in-depth description of these services. Offerors should err on the side of more, rather than less, involvement with the USACE, the Architect of Record and the end-user groups during this phase of work.

2.00 GENERAL PROPOSAL SUBMISSION INSTRUCTIONS

OFFEROR INQUIRY AND PROPOSAL INFORMATION

a. Technical inquiries and questions relating to proposal procedures or bonds are to be submitted via Offeror

Inquiry in ProjNet at http://www.projnet.org/projnet.

1. To submit and review bid inquiry items, Offerors will need to be a current registered user or self-register into system. To self-register go to web page, click BID tab select Offeror Inquiry, select agency USACE, enter Key for this solicitation listed below, and your e-mail address, click login. Fill in all required information and click create user. Verify that information on next screen is correct and click continue.

2. From this page you may view all Offeror inquiries or add inquiry.

3. Offerors will receive an acknowledgement of their question via email, followed by an answer to their question after it has been processed by our technical team.

4. The Solicitation Number is: W9126G-08-R-0003 The Offeror Inquiry Key is: AP6WI5-BTZ838

b. The Offeror Inquiry System will be unavailable for new inquires 5 days prior to proposal submission in order to ensure adequate time is allotted to form an appropriate response and amend the solicitation, if necessary.

c. Offerors are requested to review the specification in its entirety, review the Offeror Inquiry System for answers to questions prior to submission of a new inquiry.

d. The call center operates weekdays from 8AM to 5PM U.S. Central Time Zone (Chicago). The telephone number for the Call Center is 800-428-HELP.

e. Offers will NOT be publicly opened. Information concerning the status of the evaluation and/or award will NOT be available after receipt of proposals.

San Antonio Military Medical Center – North W9126G-08-R-0003

Section 00 21 00 Page 2

PROPOSAL SUBMISSION REQUIREMENTS

a. All Offerors shall be required to submit a proposal with the minimum content as specified herein. Proposals without the minimum content may be rejected. Proposals will be received until the date and time indicated on Standard form 1442 Block 7.

b. Proposal Format And Submittal Requirements

(1) In order to be considered for award of a contract for the requirements of this solicitation, the Offeror must submit a proposal with its offer. Failure to submit a complete proposal will result in the entire offer being rejected. The proposal shall consist of 2 parts:

(a) TECHNICAL PROPOSAL (Tabs 1 through 6)

(b) PRICE PROPOSAL (Tab 7) consisting of the original signed Standard Form 1442 "Solicitation, Offer, and Award"; providing a price for all line items in the proposal schedule and all other requirements found in Paragraph 4.00 of this Section.

(2) Proposal Characteristics

(a) All text must be legible and easily read. The page size of the Offeror’s proposal shall not exceed 8-1/2 by 11 inches. Diagrams, charts and tables shall conform to the paper size. All text shall be typed single-spaced. Margins (1-inch) shall be clean and clear. If fold-out charts are unavoidable, and are to be utilized, all sheets shall be reproduced on 11 by 17 inch, and folded to 8-1/2 by 11 inch size with the title clearly visible at the bottom right corner. Offerors shall submit the original and four (4) copies of their technical proposal, each consisting of a 3-ring loose-leaf binder with Tabs (dividers) separating the sections (Tabs 1 through 6). Information contained in the Price Proposal, Tab 7, shall be in a separate binder labeled “Volume II”. One original (and one copy) of the Price Proposal, Volume II, Tab 7, shall be submitted. One copy of the entire offer shall be submitted by CD. Tabs 1 through 6 shall contain the following information:

Volume I Tab 1 – Construction Integration Services Management Plan

Volume I Tab 2 – Corporate Experience Volume I Tab 3 – Past Performance Volume I Tab 4 – Proposed Schedule & Construction Narrative Volume I Tab 5 – Assumptions Volume I Tab 6 – Subcontracting Plan (must be submitted in a separate envelop) Volume II Tab 7 – Price Proposal

(b) The Offeror’s name, address, signature and telephone number shall appear on any document submitted to be evaluated. Each Volume of the proposal shall be identified by the Solicitation number, Volume number, name, address, and telephone number of the Offeror on the cover page. Each Volume shall also contain a table of contents, list of tables, list of figures, list of appendices, list of acronyms and at the bottom left side of each page the volume number shall be included. The list of acronyms should include all acronyms appearing in that volume. The cover page of each part shall be properly printed with: i) the solicitation number; ii) the project title –

“SAN ANTONIO MILITARY MEDICAL CENTER NORTH CAMPUS, FORT SAM HOUSTON, TEXAS",

iii) the name, address, and telephone number of the Offeror submitting the proposal, and the name of the Offeror point of contact; and one of the following on each volume in bold letters:

VOLUME I: TECHNICAL PROPOSAL (Tabs 1-6)

VOLUME II: PRICE PROPOSAL (Tab 7)

(c) The Proposal’s clarity, organization and cross referencing is mandatory. No material shall be incorporated by reference. General cross-references or cross referencing guides will not be considered appropriate cross-references.

San Antonio Military Medical Center – North W9126G-08-R-0003

Section 00 21 00 Page 3

(d) The Proposal shall be organized by factors and elements. They shall be described in separate sections, appropriately tabbed in a report form. All pages of each Tab and element shall be sequentially numbered.

Elaborate or lengthy presentations are not necessary or desirable.

(e) The Technical narrative shall be written in a way to demonstrate a clear understanding of the requirements, but should not parrot the specifications. The Technical proposal shall not refer the reviewer to information contained in the Price proposal.

2.00 PARTICIPATION OF COMMERCIAL FIRM

The following firms may provide administrative support during the source selection process. These firms will be authorized access to only those portions of the proposal data and discussions that are necessary to enable them to perform their respective duties. The firms listed below shall be expressly prohibited from competing on the subject acquisition and from proposal scoring, or ranking:

RTKL Architects/Engineers; Halff Associates Engineers & Architects; Smith-Seckman-Reid Engineers; Parsons Infrastructure & Technology.

Pursuant to Federal Acquisition Regulation (FAR) 9.505-4, individuals involved in this acquisition whose duties expose them to proprietary information generated in an Offeror’s proposal will be required to sign a nondisclosure agreement. This agreement states that, while performing their duties related to the source selection process, they will: (1) protect the Offeror’s information from unauthorized use or disclosure for as long as it remains proprietary and, (2) refrain from using the information for any purpose other than that for which it was furnished.

3.00 VOLUME I, TABS 1-6: TECHNICAL PROPOSAL

a. The Technical proposal shall address the Offeror's proposed approach to fully perform the requirements of the RFP. Offerors are discouraged from providing information not required by the solicitation.

b. The Offeror shall address each of the following Factors, in sufficient detail to permit a complete and comprehensive evaluation.

c. Any deviation from the solicitation requirements may result in non-consideration of its proposal. If deviations are included, they must be clearly indicated in the Offeror’s Statement of Compliance. After award, the solicitation requirements will govern in the event of a conflict between these requirements and the Offeror’s proposal.

Tab 1 - Construction Integration Services Management Plan: The Offeror shall submit a plan for the management of preconstruction that addresses elements a through d below.

Element a. Staffing Plan. The Offeror shall submit the names and resumes of proposed staff to provide services listed in Section 01 10 00 STATEMENT OF WORK, to include the personnel listed in Section 01 10 00 STATEMENT OF WORK. The Offeror will provide a summary of roles and responsibilities of Offeror’s staff during the project design and information provided for all personnel should include education, experience, and professional certifications/licenses all of which will be evaluated. If the proposal exceeds the minimums required of personnel sited in Section 01 10 00, the proposal will establish the new minimums for the life of the contract. The proposal should clearly present the credentials of each person. Include in each resume, examples of project experience (including what capacity the individual served on each project), as well as the dates (month and year) employed on each project in that capacity, and the monetary size of each project cited as experience. Experience in resumes should be listed in reverse chronological order, with the latest experience listed first, and all time gaps on each resume fully explained.

Prior experience on military and/or federal government construction projects and projects of this type and size is preferred and will be evaluated more favorably.

Element b. Interaction and Communication Plan. The Offeror must provide a detailed plan describing interaction and communication protocol between Offeror’s proposed staff and the Government’s design

San Antonio Military Medical Center – North W9126G-08-R-0003

Section 00 21 00 Page 4 agent and the Government. Include details regarding protocol for team collaboration and coordination, ad-hoc meetings, and information gathering.

Element c. Schedule Management Approach. The Offeror must provide a detailed description of the proposed schedule management approach describing how the schedule will be used to manage the design and construction phases. Include a detailed analysis of methodologies that will be used to maintain the project schedule, accelerate the project schedule and overcome the effect of delays.

Element d. Cost Estimating Approach. The Offeror must provide a detailed description of its cost estimating approach. The Offeror must describe in detail how it will create and maintain an accurate estimate of construction costs, and how it will assess and evaluate the cost impact of design decisions reached during the construction integration phase. The Offeror must describe its methodology for utilizing real-time construction cost feedback and participating in Value Engineering analysis during the construction integration phase and as successive cost targets are reached.

Tab 2 - Corporate Experience: The Offeror shall address each of the elements, that are similar in terms of construction type and complexity, including a list of contracts relevant to the proposed contract, which your corporation or joint venture has completed within the last ten (10) years, or which is currently under contract and more than 50% complete. Provide the project name, a short description, the size (square feet and dollar value), the owner’s name and telephone number, construction start date, construction completion date, construction durations, both scheduled and actual, and the percentage of the project accomplished with your own forces. Information regarding the type and extent of work completed under the contract shall be included. Demonstrate how projects you submit are comparable in scope and complexity to the project descriptions included in each element. If the Offeror represents the combining of two or more companies, state if this project represents a joint venture of the listed parties, reference paragraph 5.00 for additional requirements. There are three elements that will be considered, as outlined below. Submit at least three projects for each element, different project can be submitted for each element. Project examples that would not be considered similar would include warehouses, distribution facilities, any type of housing, K-12 education facilities, retail and shopping malls, etc.

Element a. Complex Building Construction. The Offeror shall provide a minimum of three project examples. For this element, a project of similar type, size and complexity is considered to be a large, complex building, over 400,000 GSF, containing a variety of space uses, as well as force protection measures (both physical and electronic). Similar projects will also include complex mechanical, electrical and information technology systems, to include state-of-the-art digital conference rooms or similar facilities.

Element b. Construction Integration Services. The Offeror shall provide a minimum of five project examples. For this element, a project of similar type, size, and complexity is considered to be a project or construction program exceeding $400,000,000 in which the Offeror provided preconstruction similar to those that will be required under this contract. Relate the projects in type and scope to this project. Provide a detailed description of your experience in providing the preconstruction required by the scope.

Element c. Local Market Knowledge. Describe your experience with construction projects in this order:

(1) Fort Sam Houston; (2) any San Antonio military installation; (3) any project in Bexar County or within a 100-mile radius and (4) any projects in Dallas-Ft Worth or Houston or within 25 miles of the city limits of those cities. Describe your knowledge of and experience with the local availability and distribution of materials, equipment, subcontractors, vendors and suppliers and the general labor market. For the purposes of establishing “local experience” a project of “similar type, size and complexity” is considered to be a large, complex building, over 200,000 square feet, containing a variety of space uses, as well as force protection measures (both physical and electronic).

Tab 3 - Past Performance: The Offeror must submit past performance information on the projects identified in Element ‘a’ and ‘b’ of Tab 1. The Offeror will provide a “Past Performance Evaluation Questionnaire” to the point of contact and/or the person that represents the owner’s opinion of the Offeror’s past performance for each of the projects listed. A copy of the Questionnaire is included at the end of Section 01 10 00. Completed Questionnaires shall be included under Tab 3, Volume I.

San Antonio Military Medical Center – North W9126G-08-R-0003

Section 00 21 00 Page 5

Element a. Quality of Product/Service

Element b. Customer Satisfaction Element c. Timeliness of Performance Element d. Financial Management – Adherence to Budget Element e. Subcontracting to Small Business

Past performance will be evaluated in the areas indicated in the elements shown. Past performance information may be obtained from other than the sources identified by the Offeror, to include past performance evaluations in the Construction Contracts Appraisal Support System (CCASS) or other sources.

Tab 4: Proposed Schedule and Construction Narrative

a. Provide a narrative to support your schedule that explains your general approach to construction, quality control and commissioning activities. Describe in words and/or diagrams the specific phases of work and associated impacts to the existing Central Utility Plant , the existing Institute of Surgical Research (ISR), including the Vivarium, and the impacts of adjacent construction. Include a schematic site plan that indicates your proposed utilization of the SAMMC North site for construction staging, including worker access egress and parking; materials and equipment access and lay-down; proposed location of construction trailers and ConEx or similar container systems for on-site storage and fab shops.

b. Schedule: Submit a proposed preliminary schedule for construction. This schedule shall clearly state how it compares to the completion date stated on the SF 1442, in Block 11. For consistency in proposals, Offerors shall use an NTP date of 24 March 2008 for this schedule (the actual NTP to the successful Offeror may or may not coincide with this date). In this section the Offeror shall provide acknowledgement that he understands that the total contract duration proposed in his schedule shall become contractually binding should that Offeror receive the award. In addition, the proposed schedule shall be used as the basis for development of the initial NAS as defined by Section 01 32 01.00 44 - PROJECT SCHEDULE. Schedules or diagrams may be provided separately in a size that is easily read, but shall be bound and clearly labeled. The schedules shall be task oriented, indicating the number of calendar days, after notice to proceed, by which milestones are to be achieved. Offeror may use the method of his choice; however, schedules shall be graphically represented. Give special attention to the following features when preparing your construction narrative.

1. Show the construction phase for each major feature of construction. The schedule shall indicate the Offeror’s understanding of new construction and renovations to the existing ISR and Central Utility Plant within the allowable construction period,

2. Show interim construction completion dates as described in Section 01 00 00 CONSTRUCTION

SCHEDULE.

3. Show Start-up and Commissioning

4. Show O&M manual submission and required operator training.

5. Show turnover of the project. Identify any proposed phased Turnovers. Show turnover

Inspections.

6. Show as-built submissions.

7. Constraints: Offeror must demonstrate the capability and flexibility to plan and schedule the complete project to meet the proposed contract completion date. Clearly identify any constraints on the schedules presented (e.g., labor or material availability, weather, interfaces with base utilities, etc.) indicate the anticipated critical path on the schedule.

Tab 5: Assumptions. The Offeror shall provide a list of any and all assumptions used in developing the Offeror’s Price Proposal. Additionally and at their sole discretion, Offerors are permitted to indicate pricing considerations or adjustments relative to specific assumptions. However, in the event the Offeror elects to include such pricing considerations or adjustments relative to specific assumptions, those pricing considerations or adjustments shall be provided in a separate list included under Tab 7. In no case shall the list of assumptions required under Tab 5 include any pricing information.

Tab 6: Subcontracting Plan And Small Business Participation (to be submitted in a separate envelope)

San Antonio Military Medical Center – North W9126G-08-R-0003

Section 00 21 00 Page 6

4.00 VOLUME II, TAB 7: PRICE PROPOSAL. Offerors shall submit the Price Proposal from section 00 11 00.

The Price Proposal will be evaluated in accordance with paragraphs: Basis for Award, Evaluation Factors, and Price in Section 00 22 11.

ADDITIONAL INFORMATION TO BE PROVIDED IN VOLUME II. Pro Forma Requirements. Submit information in a three-ring binder labeled “Pro Forma Requirements”. Provide original and one copy. This category consists of the following:

• The Offeror will submit a cover letter containing:

(1) Solicitation number

(2) Name, address, email, and telephone and fax numbers of the Offeror.

(3) Names, title, email and telephone and fax numbers of persons authorized to negotiate on the Offeror’s behalf with the Government in connection with this Solicitation.

(4) Name, title and signature of the person authorized to sign the proposal.

(5)A statement specifying agreement with all terms, conditions and provisions included in the Solicitation.

• The Offer (the SF1442) duly executed with an original signature by an official authorized to bind the company. Include the Offeror’s DUNS number in block 14.

• Acknowledgement of all amendments to the solicitation in accordance with the instructions on the Standard Form 30 (amendment form).

• The completed Section 00 45 00 of the solicitation (Representations and Certifications) and the ORCA certification.

• Proposal Bond

• Subcontracting Plan, if applicable (see attachment B).

• Financial statement and bank letter that verify that sufficient funds will be available to finance the work.

• For joint ventures/LLC’s, the information required by paragraph 5.00 “Joint Ventures/LLC’s.”

• All HUBzone firms submitting as prime contractor will be provided a price evaluation in accordance with the FAR clause, 52.219-4 noted in Section 00 72 00. Indicate here if your firm is a HUBZONE and if you are claiming a waiver from the preference, please provide the waiver in accordance with 52.219-4.

• Disclosure of Lobbying Activities

• Prices associated with Assumptions (see Tab 5, above)

5.00 JOINT VENTURES/LLC’s

a. Joint Ventures shall submit the following additional documentation regarding their business entities:

(1) A copy of their Joint Venture agreement.

(2) A detailed statement outlining the following in terms of percentages, where appropriate.

(a) The relationship of the joint venture parties in terms of business ownership, capital contribution, and profit distribution or loss sharing.

(b) The management approach of the joint venture in terms of who will conduct, direct, supervise and control the project and have custody and control of the assets of the joint venture and perform the duties necessary to complete the work.

(c) The structure of the joint venture and decision-making responsibilities of the joint venture parties in terms of who will control the manner and method of performance of the work.

(d) The bonding responsibilities of the joint venture parties.

(e) Identification of the key personnel having authority to legally bind the joint venture to subcontracts and state who will provide or contract for the labor and materials for the joint venture.

San Antonio Military Medical Center – North W9126G-08-R-0003

Section 00 21 00 Page 7

(f) Identification of party maintaining the joint venture bank accounts for the payment of all expenses and the deposits of all receipts, keep the books and records, and pay applicable taxes for the joint venture.

(g) Identification of party furnishing the facilities, such as office supplies and telephone service.

(h) Identification of party having overall control of the joint venture.

Other sections of the proposal shall identify, where appropriate, whether key personnel are employees of the individual joint venture parties and identify the party, or hired as employees of the joint venture.

If one of the joint venture parties possesses experience and/or past performance as a Federal Government contractor or as a Corps of Engineers contractor, that experience and/or past performance will be included as the experience and/or past performance of the joint venture.

b. LLC’s. LLC’s must provide a copy of their Articles of Organization and provide evidence that the person(s) signing the offer has the authority to bind the organization.

6.00 PRE-PROPOSAL CONFERENCES/SITE VISITATIONS

Invitation is extended to all prospective Offerors to attend two separate but inter-related Pre-proposal Conferences and site visitations for the San Antonio Military Medical Center – North, Fort Sam Houston, Texas.

6.1.a The first Pre-Proposal Conference will start at (AM#1) 10:00 A.M., Local Time on 24 January 2008 at the USACE office in the Fritz Lanham Federal Building, 819 Taylor Street, Fort Worth, Texas, conference room 2A20. No site visit will be conducted. 1:00 P.M., Local Time on a business day on or about twenty-one (21) calendar days following the solicitation being posted, in the Main Conference Room, USACE Office (Building 4691), Fort Sam Houston. A site visit will immediately follow the conference. Exact date will be announced via Amendment.

6.1.a(i) The purpose of the first conference is to receive and answer procedural questions regarding the RFP, the Integrated Design-Bid-Build (IDBB) acquisition process. The USACE Contracting Office will be represented. The A/E Design Team will be present. Government representatives will highlight specific contract requirements unique to the IDBB acquisition process and not typically encountered in conventional construction procurements. The objective is to provide an information exchange between potential Offerors and the Government to avoid the possibility of misinterpretation of the contract requirements.

6.1.b The second Pre-Proposal Conference will start at 1:00 P.M., Local Time on a business day on or about thirty (30) calendar days after the first Pre-Proposal Conference, in the Main Conference Room, USACE Office (Building 4691), Fort Sam Houston. A site visit will immediately follow the conference. Exact date will be announced via Amendment.

6.1.b(i) The purpose of the second conference is to receive and answer technical questions regarding the Scope of Work for each Bid Package, provide technical clarification and address questions regarding building systems, materials, FF&E, site utilization for construction staging, etc. The USACE Contracting Office will be represented.

The USACE Construction Administration Team and the A/E Design Team will be represented.

Firms are advised there is very limited parking. Access may be delayed between 5 minutes and 30 minutes due to increased security precautions, including the checking of vehicle ID’s, vehicle manifests, and the searching of all vehicles. Any general or specific threat to the safety of those working or living at Fort Sam Houston could result in longer waiting times at the access points to Fort Sam Houston. If a firm does not have a current pass to obtain entry to Fort Sam Houston, the firm may request a DAY PASS using the following procedures:

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On the day of entry, the driver must go to one of three gates: Walters Street; Binz-Englemann; or Harry Wurzbach on Fort Sam Houston and provide: RENTAL VEHICLES: (a) valid driver’s license and (b) rental agreement, OR PERSONAL VEHICLES: (a) valid driver’s license; (b) proof of current insurance, and (c) current vehicle registration.

It is highly recommended that prospective Offerors attend both pre-proposal conferences and, in the interest of making these conferences more meaningful, prospective Offerors are urged to present any written questions concerning the project proposal documents, bidding, construction requirements or other related matters prior to the conference to the address shown in Block 7 of Standard Form 1442 contained in Section 00 11 00 STANDARD FORM (SF) AND CLIN SCHEDULE, ATTN: Ms. June Wohlbach.

Questions may also be sent via ProjectNet (see 2.00 GENERAL PROPOSAL SUBMISSION INSTRUCTIONS, above) prior to the conference to Ms. June Wohlbach, at 817-886-6403 or by e-mail to june.wohlbach@swf02.usace.army.mil. Written questions may be submitted at the beginning of the conference and oral questions may be submitted from the floor, but answers will be limited to the time available. Written queries need not be signed if anonymity is desired. Answers, interpretations and decisions made at the conference will not become official unless and until verified by an amendment to the contract issued prior to the receipt of proposals.

Following (AM#1) the second each conference and pursuant to Contract Clause “FAR 52.236-3, Site Investigation and Conditions Affecting the Work," and the Site Visit Clause in Section 00 21 00 INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS prospective Offerors will be permitted to inspect the various locations on site where services are to be performed and to satisfy themselves as to all general and local conditions that may affect the cost of performance of the contract to the extent such information is reasonably obtainable.

In no event will a failure to inspect the site constitute grounds for withdrawal of a proposal after receipt of proposal or for a claim after award of the contract.

All firms wishing to attend either site visit/Q&A session MUST register by contacting Ms. June Wohlbach, 817/886-1069, or june.wohlbach@usace.army.mil and provide the firm name, POC, phone number, and each individual expected to attend the meeting. Registration for either or both conferences MUST be completed not later than the close of business seventy-two (72) hours prior to the scheduled conference at which attendance is desired.

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ATTACHMENT A

SAMPLE TRANSMITTAL LETTER AND PAST PERFORMANCE EVALUATION QUESTIONNAIRE

Date: _________________

To: ______________________________________

We have listed your firm as a reference for work we have performed for you as listed below. Our firm will be submitting a proposal under a project advertised by the U.S. Army Corps of Engineers, Fort Worth District. In accordance with Federal Acquisition Regulations (FAR), an evaluation of our firm's past performance will be completed by the Corps of Engineers. Your candid response to the attached questionnaire will assist the evaluation team in this process.

We understand that you have a busy schedule and your participation in this evaluation is greatly appreciated. Please complete the enclosed questionnaire as thoroughly as possible. Space is provided for comments. Understand that while the responses to this questionnaire may be released to the Offeror, FAR 15.306 (e)(4) prohibits the release of the names of the persons providing the responses. Complete confidentiality will be maintained. Furthermore, a questionnaire has also been sent to ____________________ of your organization.

Only one response from each office is required. If at all possible, we suggest that you individually answer this questionnaire and then coordinate your responses with that of ________________________, to forge a consensus on one overall response from your organization.

Questionnaires shall be included under Tab 3, Volume I. If you have questions regarding the attached questionnaire, or require assistance, please contact Ms. June Wohlbach, Contract Specialist, at (817) 886-1069 or june.wohlbach@swf02.usace.army.mil.

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PAST PERFORMANCE EVALUATION QUESTIONNAIRE

Upon completion of this form, please return to our company in the enclosed addressed envelope or fax to , ATTN: or e-mail to . Thank you.

1. Contractor/Name & Address (City and State):

2. Type of Contractor: ____ Construction _____ Design _____ Design Build

3. Type of Contract: Fixed Price ________ Cost Reimbursement ________ Other (Specify) ________________________________

4. Title of Project/Contract Number: ____________________________________________

5. Description of Work: (Attach additional pages as necessary)

6. Complexity of Work: High ________ Mid _________ Routine __________

7. Location of Work: __________________________________________________________

8. Date of Award: ________________________

9. Status: Active _________ (provide percent complete) Complete __________ (provide completion date)

10. Name, address and telephone number of Contracting Officer’s Technical Representative:

11. Name, Title, Address and Telephone Number of Individual completing survey:

12. Date Questionnaire Completed: ______________

Please note: Adverse remarks will be provided to contractors in the competitive range for award for response in accordance with Federal Acquisition Regulation requirements. The contracting office will not however, provide your name or copies of this questionnaire to the contractor or any other party not directly involved in the evaluation of the contractor’s proposal. Your response to this questionnaire must be received in the contracting office no later than the closing date of the RFP. Questionnaires received after this date will be discarded and will not be evaluated.

The evaluation team, if they so choose, may call you for clarification or additional information.

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Please answer each of the following questions. If the rating is other than average or satisfactory please provide additional information in the remarks section.

Element a. QUALITY OF PRODUCT/SERVICE:

Did this project included preconstruction (i.e. planning, scheduling, cost estimating) before construction started?

_______________Yes _____________No

If yes, please evaluate the contractor's performance in providing preconstruction.

Excellent Above Average Average Below Average Unsuccessful or

Experienced Significant Problems

Were you satisfied with the cost and scheduling performance the contractor provided before construction began?

____________Yes _____________No

What was best (please provide specific examples)?

What could have been better?

Remarks:

Element b. CUSTOMER SATISFACTION

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To what extent were the end users satisfied with the functionality, durability, and workmanship of the facility?

Functionality? Durability? Workmanship?

Exceptionally satisfied Highly satisfied Satisfied Somewhat Dissatisfied Highly dissatisfied

Are you satisfied with the performance of the facility’s systems (i.e. mechanical, electrical, communications, plumbing)?

_____________Yes ______________No

Remarks:

If given the opportunity, would you work with this contractor again?

Yes ___________ No ____________ Not Sure ____________

Please explain why.

Element c. TIMELINESS OF PERFORMANCE:

To what extent did the contractor meet the contract schedule?

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Completed substantially ahead of schedule Completed work on schedule with no time delays Completed work on schedule, with minor delays under extenuating circumstances

Experienced significant delays without justification

If work was not completed on schedule, were the delays controllable by the contractor?

______ Yes _______ No

Please provide examples.

If work was completed ahead of schedule, were incentives paid to the contractor?

_______ Yes _______ No

If Yes, how much was the project ahead of schedule?

Element d. FINANCIAL MANAGEMENT (Adherence to Budget):

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For this project, did this Contractor have a role or responsibility to manage and complete this project according to a budget?

_______Yes _______No

If Yes, how effective was this Contractor’s efforts to manage the project to the budget?

Excellent Above Average Average Below Average Unsuccessful or

Experienced

Please explain reasons for above rating (please provide specific examples).

Element e. SUBCONTRACTING TO SMALL BUSINESSES

Was the contractor required to submit a small business plan that outlined subcontracting relationship with SB/SDB/WOSB as part of this contract?

Yes ______ No ______

If Yes, how successful was the contractor’s compliance with the small business plan?

Excellent Above Average Satisfactory Below Average Unsuccessful or

Experienced

Please explain reasons for above rating.

OTHER REMARKS: Use the space below to provide other information related to the contractor's performance.

This may include the contractor's selection and management of subcontractors, effectiveness of their small/small disadvantaged business subcontracting plan, flexibility in dealing with contract challenges, their overall concern for the Government's interest (if applicable), project awards received, etc.

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Attachment B

SUBCONTRACTING PLAN FORMAT

SUBCONTRACTING GOALS FY 2008

Small Business 51.2% 70.0% (AM#1)

Small Disadvantaged 8.8% 6.2% (AM#1)

Woman-Owned Small Business 7.3% 7.0% (AM#1)

HUBZone Small Business 3.1% 9.8% (AM#1)

Service Disabled Veteran-Owned Small Business 1.5% 0.9% (AM#1)

Veteran-Owned Small Business 3.0% (AM#1) No established goal;

however must be addressed IAW FAR 19.704(a)(2).

1. SUBMIT YOUR PLAN IN THE ATTACHED FORMAT

2. Subcontracting Plans will be evaluated in accordance with FAR Clause 52.219-9 Alternate II and AFARS Appendix DD.

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SUBCONTRACTING PLAN

FIRM:________________________________________________Sol. No. W9126G-08-R-0003

Contract No. __________________

PROJECT TITLE

LOCATION:

CONTRACT SPECIALIST RESPONSIBLE FOR PRE-AWARD

__Ms. June Wohlbach, 817/886-1069

NAME OF OFFICE ADMINISTERING CONTRACT TO INCLUDE SUBCONTRACTING

PLAN: (If more than one office, name all offices/responsible parties):

I. Dollar Amounts (If possible, DO NOT include indirect costs):

a. Total amount of contract $ ______________

b. Total estimated amount of planned subcontracting dollars $ ______________

c. Total dollars planned to be subcontracted to small business (including d., e. ,f & g below) $ ______________

d. Total dollars planned to be subcontracted to small disadvantaged business $ ______________

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e. Total dollars planned to be subcontracted to small, woman-owned business $ ______________

f. Total dollars planned to be subcontracted to HUB-zone small business $ ______________

g. Total dollars planned to be subcontracted to Service Disabled Veteran-owned small business $ ______________

h. Total dollars planned to be subcontracted to Veteran-owned small business $ ______________

II. Percentage goals (expressed in terms of percentage of total planned subcontracting dollars).

a. Percentage of contract to be subcontract (1b divided by Ia) _ _________%

b. Percentage of subcontracting dollars to be subcontracted to small business (1c divided by Ib) __________%

c. Percentage of subcontracting dollars to be subcontracted to small disadvantaged business (1d divided by 1b) __________%

d. Percentage of subcontracting dollars to be subcontracted to small, women-owned business (1e divided by 1b) __________%

e. Percentage of subcontracting dollars to be subcontracted to HUBZone small business.

(1f divided by 1b) ___________%

f. Percentage of subcontracting dollars to be subcontracted to Service Disabled Veteran- Owned small business.

(1h divided by 1b) ___________%

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g. Percentage of subcontracting dollars to be subcontracted to Veteran-Owned small business.

1. State your firms policy statement or evidence of internal guidance to company buyers recognizing commitment to Pub. L. 99-661, Section 1207, and Pub.L. 100-180, Section 806.

Describe special emphasis placed on subcontracting with SDBs. Describe corporate and management commitment to meeting your subcontracting plan.

2. Describe your firm's efforts to broaden SB, SDB, WOSB , HUBZone SB, Service Disabled Veteran-Owned SB, and Veteran-Owned small business active vendor base. Specifically describe your efforts in increasing subcontracts to SBs and SDBs for non-complex and general housekeeping supplies or services normally awarded to firms already in your firm's vendor base.

Describe established plans to use competition restricted to SDBs and give details about how your firm will accomplish this.

3. Describe your firm’s "Outreach Efforts" to work with organizations to identify potential sources for items not traditionally awarded to SB, SDB, WOSB, HUBZone SB, Service Disabled Veteran Owned SB, and Veteran-Owned SB firms. And, your proposed plan to conduct reviews to determine the competence, ability, experience and capacity available in SB, SDB, WOSB, HUBZone SB, Service Disabled Veteran-Owned SB, and Veteran-Owned SB firms and to provide them technical assistance.

4. Describe supplies and services to be subcontracted and planned for subcontracting to SBs, SDBs, WOSBs , HUBZone SB, Service Disable Veteran-Owned SB, and Veteran-Owned SB firms. Indicate intent to review major product/system components and key project elements of R&D, construction, service and spare parts contracts for subcontracting to each of the above elements. Specifically describe how your plan targets specific SBs, SDBs, WOSBs, HUBZone SB, Service Disabled Veteran-Owned SB, and Veteran-Owned SB for review to determine their competence, ability, experience and capacity and identifies specific components or major portions of the acquisition for consideration of the above elements. Describe your firm's intent to work with large business subcontractors for major subsystems or key project elements to ensure "flowdown" of this philosophy.

5. Describe your firm's efforts, based on results of efforts described in No. 3 and No. 4 above to ensure that opportunity to participate in acquisitions. Specifically, describe how the firm intends to evaluate its own SB, SDB, WOSB, HUBZone SB, Service Disabled Veteran-Owned SB and Veteran-Owned SB award performance and program effectiveness against the established goals, both company-wide and for individual plan being negotiated. Include SBs, SDBs, WOSBs, HUBZone SBs, Service Disabled Veteran-Owned SB and Veteran-Owned SB by name as members of original team for providing major service or performing a significant portion of the

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6. Your firm’s plan (in section I and II) will be evaluated on the development of percentage goals based on planned subcontracting which is challenging, yet realistic as stated in item # 6 of Appendix DD of the AFARS.

7. Past performance to the extent your firm has historically been successful in establishing realistic, yet challenging, goals and achieving them will be evaluated. In cases where there has been no previous defense contract history, your firm will not be penalized. 0

8. Regulatory and statutory requirements described in # 8 of Appendix DD must be included in your firms subcontracting plan and will be evaluated accordingly. If any of the subject elements are not complied with, your plan will not be approved and will be returned to your office for revision before the contract can be awarded. Included in the appendix are the following elements to include WOSBs, HUBZone SBs, Service Disabled Veteran-Owned SB, and Veteran-Owned

SB.

a) A separate goal for SB, SDB, WOSBs, HUBZone SB, Service Disabled Veteran-Owned SB and Veteran-Owned SB .

b) A separate goal for the basic contract and, if applicable, each option.

c) The name of the company employee responsible for administration of plan and employee's duties as follows:

The individual who will administer this firm’s subcontracting program:

NAME_________________________________ ADDRESS __________________________________

TELEPHONE ___________________________ __________________________________

Describe Description of duties:

d) A statement affirming intent to comply with subcontracting "flowdown" provisions as follows:

This firm will include Clause 52.219-8 entitled, “Utilization of Small Business Concerns, Small Disadvantaged, Women-Owned Small Business Concerns,” in all subcontracts which offer further subcontracting opportunities and will require all subcontractors (except small business concerns) who receive subcontracts in excess of $500,0000.00 to adopt and comply with a plan

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e) A statement affirming willingness to cooperate in studies and to provide reports as follows:

This firm will submit such periodic reports and cooperate in any studies or surveys as may be required by the Corps of Engineers, Alaska District or the Small Business Administration in order to determine the extent of compliance by the company with the subcontracting plan as follows:

This firm will submit Standard Form (SF) 294, Subcontracting Report for Individual Contract, and SF 295, Summary Subcontract in accordance with the instructions on the forms. The name, address, and telephone number of the office responsible for preparation and submission of the reports is:

I, the undersigned, a designated officer of ___________________________________ do hereby state _____________________________________________________________that this firm agrees to carry out the Government’s policy to provide the maximum practicable opportunity for small business concerns and small business concerns owned and controlled by socially and economically disadvantaged individuals to participate in the performance of this contract consistent with its efficient performance.

f) A statement that indirect costs are either included or excluded from the proposed goals and, and if included, how they will be prorated.

g) Description of efforts to ensure that SBs, SDBs, WOSBs, HUBZone SB, Service Disabled Veteran-Owned SB, and Veteran-Owned SBs have an equitable opportunity to participate in the acquisition:

h) A recitation of the types of records maintained to demonstrate procedures adopted to comply with the requirements and goals in the plan as follows:

This firm will maintain the following types of records to demonstrate procedures which have been adopted to comply with the requirements and goals set forth in the plan. (Set forth here are the records to be maintained. In order to be considered acceptable, the records shall include at the minimum the following:)

(1) SB, SDB, WOSB, HUBZone SB, Service Disabled Veteran-Owned SB, and Veteran- Owned SB…