A-7_EXHIBITS_A-E_WA_&_OR_MATOC.doc

WA/OR IDIQ MATOC

RFP W912K3-17-R-0003

EXHIBIT A

PERFORMANCE RELEVANCY QUESTIONNAIRE

PART 1: Prepare not more than five (5) Part 1 forms for general construction.

Provide the following information requested in this format for each of the projects/contracts being described. Projects may be on going and cannot have been completed any earlier than 5 years prior to the solicitation issue date. Provide frank, concise comments regarding YOUR PERFORMANCE on the contracts you identify. Use as much space as required.

A. Offeror (Your) Name (Company/Division):_______________________________________ B. Project/Contract Title:________________________________________________________ C. Contract Specifics:

1. Description of Effort as ___________Prime Contractor or _________Subcontractor

2. Contract Number__________________________________________________________

3. Original Contract $ Value _____________ Current/Final Contract $ Value ____________

4. If amounts in 3 above are different, provide a brief description of the reason:

5. Completion Date:

i. Original Date: ________________________________________________________

ii. Current Scheduled Completion Date( if ongoing): ___________________________

iii. Estimate/Final Completion Date:_________________________________________

iv. Primary cause for Contract Modifications__________________________________

v. If IDIQ Number of Task Orders issued:____________________________________ **If reference is for an IDIQ Contract provide items 1-3 above, contract completion date and number of task/delivery orders issued. The Basic Contract will not count as one of 5 contracts/projects. The basic contract alone will not be considered for relevancy. The proposal must discuss relevant task order(s ) complete to 90%. Count each TO discussed as a single project/contract** Task Order Number _____________________________________________________

Title__________________________________________________________________ Original TO $ Value _____________ Current/Final $ Value _____________________ If amounts above are different, provide a brief description of the reason:

Task Order Completion Date:

1. Original Date: _____________________________________________

2. Current Schedule if ongoing _________________________________

3. Estimate/Final Completion Date:_______________________________

4. Primary cause for Contract Modifications________________________ D. Provide detailed description of the work performed under the contract and describe why you believe the work is very relevant, relevant or semi-relevant to this solicited project. Also discuss similarity of the client type, United States Green Building Council (USGBC) (LEED®) or similar sustainability requirements. Use as much space below as necessary to provide this description.

Exhibit A Part I continues on Next Page…

Additionally, please address the following items:

1.

Describe the specific elements of the work performed by your firm.

2.

Indicate what elements of work were performed by your major subcontractors and indicate if those same subcontractors will be used on MATOC projects.

3.

Address any technical areas about this project you consider uniquely relevant to this solicitation.

4.

Point of Contact for Owner/Government agency Contracting Officer and or inspector; include a current phone number and facsimile number. Email address is also desired.

End of Part 1- Questionnaire Requirements – Prepare and send Exhibit C Package to the reference(s) for each of the five (5) General Construction projects.

EXHIBIT A PERFORMANCE RELEVANCY QUESTIONNAIRE

PART 2 Provide the following information one time.

Additional offeror information required, but not project specific. This information need only be provided once in your submission package.

2A: Applicable to all offerors - Describe your Compliance with the requirements of FAR clause 52.219-8, Utilization of Small Business Concerns (Oct 2014). Describe below the methods you have used to comply with this policy on prior federal contracts. Include any evidence, or a point of contact to verify this information, if available.

Even if you are a Small or Small Disadvantaged Business, this clause in Federal Contracts applies. It is the policy of the United States that small business concerns, veteran-owned small business concerns, service-disabled veteran-owned small business concerns, HUBZone small business concerns, small disadvantaged business concerns, and women-owned small business concerns shall have the maximum practicable opportunity to participate in performing contracts let by any Federal agency, including contracts and subcontracts for subsystems, assemblies, components, and related services for major systems.) It is also policy to establish procedures to ensure the timely payment of amounts due pursuant to the terms of their subcontracts.

2B: Name subcontractors and/or Teaming Partners to be utilized on this contract. Multiple subcontractors may be named for the same discipline, but are limited to a maximum of three (3) subcontractors per discipline. As a minimum, provide the name(s) of subcontractors to be utilized in the following areas:

Electrical:

Mechanical:

Roofing:

Horizontal disciplines: (include paving and civil site work)

Each major subcontractor and/or Teaming Partner must also complete an Exhibit B, “Subcontractor Information and Consent Form” to be considered. Offerors shall have major subcontractors identify on the Exhibit B three references, owners (if they were the Prime) or other Prime contractors they have worked for. References for subcontractors from the proposing offeror are not acceptable. See Exhibit “B” format for information to be provided. Written references for subcontractors may be included and are encouraged. However, subcontractors do not need to send out Exhibit C questionnaires.

2C: Discuss assessment of liquidated damages on any contracts within the last five years. (frequency, circumstances, severity of problem, etc.)

2D: Offerors are strongly encouraged to include with their proposals information on problems encountered on relevant projects and the specific corrective actions taken to remedy the problems.

2E: (OPTIONAL) Other Past Performance Considerations. Information, if provided, shall be limited to the period starting 5 years prior to the solicitation release date.

Effectiveness of value engineering (VEC) proposals you submitted on prior contracts. (Provide a brief description; impact on cost, schedule, efficiency or quality; contract number; name and phone number of customer benefiting from the VEC).

Professional/Industry awards (Identify award type, date of award and copy of certificate if applicable), Letters of appreciation, recognition or commendations.

Discuss unique skills and accomplishments (Explain unique skills and/or accomplishments and provide supporting information for verification).

EXHIBIT B – SUBCONTRACTOR INFORMATION AND CONSENT FORM

Subcontractor and/or Teaming Partner Consent for the Release of Past Performance Information to the Prime Contractor and Reference Information

Past performance information concerning subcontractors and teaming partners cannot be disclosed to a private party without the subcontractor’s or teaming partner’s consent. Because a prime contractor is a private party, the Government will need that consent before disclosing subcontractor/teaming partner past and present performance information to the prime during exchanges. In an effort to assist the Government in assessing your past performance relevancy we request that the following consent form be completed by the major subcontractors/teaming partners identified in your proposal. The completed consent forms should be submitted to the offering contractor for submission with past performance volume.

___________________(Name of Firm) is currently planning on participating as a (subcontractor and or a teaming partner) with ___________________(prime contractor or name of entity providing proposal) in responding to the Request for Proposal No. W912K3-17-R-0003 for IDIQ Multiple Award Task Order Contract (MATOC) for construction projects issued by the Washington/Oregon National Guard name for multiple Air and Army National Guard locations in the States of Washington and Oregon.

We understand that the Government is placing increased emphasis on past performance in order to obtain best value in source selections. In order to facilitate the performance confidence assessment process we are signing this consent form to allow you to discuss our past and present performance information with the prime contractor during the source selection process.

(Signature)

(Title of Individual with authority to sign for and

Legally bind the company)

Company Name: ________________________

Telephone #____________________

Address:

City/State/Zip Code:______________________ Date:_____________________

Reference List (required):

1. Contract No. And Title___________________________________________________________

Describe your role (Prime/Sub) and work Performed ___________________________________

Reference POC Name____________________________ Phone___________ Fax____________

Email address: _________________________________________________________________

2. Contract No. And Title___________________________________________________________

Describe your role (Prime/Sub) and work Performed ___________________________________

Reference POC Name____________________________ Phone___________ Fax____________

Email address: _________________________________________________________________

3. Contract No. And Title___________________________________________________________

Describe your role (Prime/Sub) and work Performed ___________________________________

Reference POC Name____________________________ Phone___________ Fax____________

Email address: _________________________________________________________________

EXHIBIT C PACKAGE INFORMATION AND FORMS

Instructions to Offeror for sending Reference Questionnaire Forms: Prepare and send a reference questionnaire package for each project listed on your Exhibit A, Performance Relevancy Questionnaires. For Government contracts, send to Contracting Officer or Technical Representative. For commercial references send to personnel with duties similar to those for Government contracts. It is your responsibility to follow-up and to encourage your references to send in their questionnaire. If you have multiple references at one location (Base etc.), Send one cover letter and questionnaire for each contract you want a reference for. Your questionnaire package should contain the following.

Cover Letter (See SAMPLE) (Exhibit C1)

Respondent Info Rating Sheets (Exhibit C2)(the next 4 pages) Offeror should put name in spaces indicated and ensure it is on every page for identification purposes

Suggested - Pre Addressed stamped envelope to return to Contracting Officer.

OFFEROR SHOULD PLACE THEIR NAME ON TOP OF EACH QUESTIONNAIRE PAGE!!!

OFFEROR SHOULD DELETE THESE INSTRUCTIONS BEFORE SENDING OUT QUESTIONNAIRES

EXHIBIT C1

SAMPLE TRANSMITTAL LETTER

AND

PAST PERFORMANCE EVALUATION QUESTIONNAIRE

Your Company Letterhead

Date: _________________

To: ______________________________________

We have listed your firm as a reference for the work we have performed for you as listed below. Our firm has submitted a proposal under a project advertised by the Washington National Guard. In accordance with Federal Acquisition Regulations, they will evaluate our firm's past performance. 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. Only one response from each office is required.

Please send your completed questionnaire to the following address to arrive NOT LATER THAN 26 January 2017. Do not return them to our company.

daniel.r.spriestersbach.mil@mail.mil matthew.richard@us.af.mil christopher.e.martin6.mil@mail.mil matthew.j.berube2.mil@mail.mil

If you have questions regarding the attached questionnaire, or require assistance, please contact our company or if your question is regarding forwarding the questionnaire contact the Washington National Guard Contracting Offices at the email address above. Thank you for your assistance.

Signature and Title

EXHIBIT C2

SOURCE SELECTION SENSITIVE WHEN COMPLETED*****NOT TO BE RELEASED OUTSIDE GOVERNMENT CHANNELS***** RETURN THIS PAGE WITH QUESTIONNAIRE

RATING DESCRIPTIONS: Use the following descriptions as guidance in providing ratings.

RESPONDENT IDENTIFICATION AND RATINGS

(Part 1 Contractor submitting Proposal fill-in)

Reference is provided for:

Contract Number:

Project Title:

Date of Award:

Project Completion Date:

Project Location:

Brief Description of Proj:

Your role in referenced contract:

(Part 2 Person providing Reference) Reference is provided by:

Company/Agency:

Business Address:

Telephone Number:

Email Address:

Project Completion Date:

Relationship to Contract:

If information in Part I is not accurate please indicate.

To obtain an electronic version of the form please contact the Washington National Guard Contracting Offices at email address above.

THE QUESTIONNAIRE SHOULD BE SUBMITTED BY THE FOLLOWING MEANS: Return via email to the email address shown above. Subject: (RFP W912K3-17-R-0003 “Source Selection Sensitive Information”)

Please provide evaluation of the following Performance Elements by placing an X in the appropriate column that corresponds to the rating definitions on the previous page.

QUALITY CONTROL

Quality of Workmanship

Adequacy of the quality control plan

Implementation of the Quality Control Plan

Quality of the Quality Control Documentation

Storage of Materials

Adequacy of Materials

Adequacy of Submittals

Adequacy of Quality Control Testing

Adequacy of As-Builts

Use of Specified Materials

Identification/Correction of Deficient work in a timely manner

Comments on Quality Control:

TIMELY PERFORMANCE

Adequacy of Initial Progress Schedule

Adherence to Approved Schedule

Resolution of Delays

Submission of Required Documentation

Completion of Punchlist Items

Submission of Updated and Revised Progress Schedules

Warranty Response

Comments on Timely Performance:

EFFECTIVENESS OF MANAGEMENT

Cooperation and Responsiveness

Management of Resources/Personnel

Coordination and Control of Subcontractors

Adequacy of Site Clean Up

Effectiveness of Job-Site Supervision

Compliance with Laws and Regulations

Professional Conduct

Review/Resolution of Subcontractor Issues

Implementation of Subcontracting Plan

Comments on Effectiveness of Management:

COMPLIANCE WITH LABOR STANDARDS

Correction of Noted Deficiencies

Payrolls Properly Completed and Submitted

Compliance with Labor Laws and Regulations with Specific Attention to the Wage Rate Requirements and EEO Requirements

Comments on Compliance With Labor Standards:

COMPLIANCE WITH SAFETY STANDARDS

Adequacy of Safety Plan

Implementation of Safety Plan

Correction of Noted Deficiencies

Comments on Compliance With Safety Standards:

Please provide any additional information you feel is important and not covered elsewhere in this evaluation:

Thank you for your remarks. Be sure to return to the Contracting Agency and not to the Contractor you are providing a reference for.

OFFEROR NAME___________________________

Respondent Signature ______________________________________Date Completed:______________________

EXHIBIT D – TECHNICAL PROPOSAL DATA

Offerors are cautioned to read sections 01000 through 01700 of the solicitation documents before completing Exhibit D as your answers must meet the minimum requirements found in these sections.

Offerors are strongly encouraged to review the evaluation information found in Section 00120 as they complete their Exhibit D.

Each question should be covered in sufficient detail to clearly address all required information. Answer questions in order presented. You are NOT limited to the space provided; use as much space as necessary to provide answers. It is advisable to state the question then give the answer. This will aid in the evaluation.

In the event you reference another document or part of the proposal you must be clear as to where the information can be found to answer the particular question(s). Such statements as see Company profile or see Safety Plan are not acceptable. You must indicate on what page of the proposal the answer can be found in the referenced document. Failure to do so may make your proposal non-compliant.

The Project Management data is obtained for the purpose of evaluating technical capability in performance of future task order projects. The offeror is required to provide required information to show experience and capability to manage multiple disciplined projects.

1. CAPABILITY AND EXPERIENCE:

1A: Describe your experience and capability in managing construction projects for the dollar levels, disciplines, and locations you are requesting in “Areas of Consideration”. (Why are you a good candidate for receiving an award?)

1B: This contract requires short notice site visits/proposal meetings, normally within 2 calendar days, but can be as short as 4 HOURS. minutes. (Consider reporting to selected work locations (i.e. Fairchild AFB in Eastern Washington, Camp Murray if you selected Western Washington, Klamath Falls if you selected southern Oregon or Portland if you selected northern Oregon. How will you ensure compliance with these requirements?

1C: Discuss experience with constructing to United States Green Building Council (USGBC) LEED® standards. If no experience so state and indicate how you plan to overcome this weakness should a task order have these requirements.

1 D: Explain in detail how you will perform the minimum percentage required, 15%, with your own forces. (See E-1 forms for what can/cannot be included.) Note: An offeror who has the capability to perform both as a General contractor and self perform a major element of construction, for example, Electrical, or Mechanical or Roofing, may be afforded additional consideration in the evaluation. You should address your general self performance capability in narrative form as well as demonstrate it in the calculations on the Exhibit(s) E-1.

2. ORGANIZATION:

2A: Provide as an attachment an Organizational Chart listing company personnel and their roles. (Titles) (Attachment 1)

2B: Provide names, duties and levels of responsibility of key personnel to include the Project Manager, Site Superintendent(s), Quality Control Manager and Safety Manager. Indicate to whom the Quality Control and Safety Managers report. (Lines of authority)

2C: Provide a list of the in-house trades that you employ. Provide the number (not names) of these employees and if they are full-time, part- time etc.

2D: If applicable, describe the support and interface with your home office or corporate headquarters for such aspects as financial, management and technical support.

3. SPECIFIC PERSONNEL:

3A: Discuss the education, training and experience in managing construction projects of the key personnel listed in 2B. (A resume may be submitted if it provides this information. Attachment # 2))

3B: Provide list of major subcontractors and their trades that you intend to use on these projects. ( These also should have been listed on Exhibit A and there must be an Exhibit B in the proposal for the named subcontractors or they will not be considered.)

3C: Tell us if you have worked together in the past. If yes, on what kind of jobs?

4. QUALITY CONTROL- (In addition to the information required in this question, information on personnel, duties, responsibilities and lines of authority provided in response to questions 2 and 3 will be used in the evaluation of Quality Control.)

4A: Discuss how quality issues will be dealt with on various types of construction projects. Include in the discussion as a minimum, meetings, inspections, submittal reviews, correction of non-compliant work and how you intend to ensure non-reoccurrence and reporting of quality problems to Government officials. (Note: A full Quality Control Plan will be required if you are awarded a contract and is NOT required with the proposal. If you do provide a plan, indicate if it is a draft for this contract or a sample from another project. Also, provide in the answer to this question the page numbers where the required information (list of minimum information above) can be found. If you fail to follow these instructions, your proposal may not be adequately evaluated.)

4B: Provide the names of testing laboratories to be used for projects requiring testing and the procedures for test data reporting.

4C: Discuss your procedures for contract closeout (Punch list, as builts, etc.).

5. SCHEDULING METHODOLOGY

Adequate scheduling processes are necessary to ensure completion and control of the project from beginning to the end of the project.

5A: Discuss your scheduling capabilities. Include such things as programs and staff to do scheduling.

5B: Include a schedule for the prototypical project(s). Use a Notice to proceed date of 1 February 2017. Offerors not being considered for task orders over $1M may provide schedule in any acceptable format, offerors being evaluated for orders over $1 Million should provide the schedule in Critical Path Method (CPM) format to demonstrate capability. (This includes prototypical/seed projects valued at less than $1M.) If the project is less than $1M an offeror may provide a sample CPM from a previously completed project to demonstrate capability but must also provide a schedule for the prototypical project.

6. SAFETY

6A: Discuss your Safety Program in general, and provide as a minimum, details on training, documentation, and your plan to ensure adherence to OSHA Standards, and the USACOE EM 385-1-1 (Safety Manual). (Note: A full Safety Plan will be required if you are awarded a contract and is NOT required with the proposal. If you do provide a plan, indicate if it is a draft for this contract, a sample from another project or a corporate plan. Also, provide in the answer to this question the page numbers where the required information (listed above) can be found. If you fail to follow these instructions, your proposal may not be adequately evaluated.)

6B: Discuss the steps you took to promote safety during construction during the past three (3) years.

7. LEED (applies only to offerors requesting projects > $1M). Experience with building to United States Green Building Council (USGBC) LEED® standards.

7a. Discuss previous projects that achieved USGBC LEED® certification, any level of recognition. Additionally, indicate the key construction personnel and demonstrate they have experience and required qualifications in assigned roles with building to USGBC LEED® standards. If no experience indicated, the proposal shall state in detail how this lack of experience is being overcome. In the event the intended person that has the LEED Experience is not part of the firm’s organization at the time the proposal is submitted then a completed Exhibit B, “Subcontractor/Team/Key Personnel Information and Consent Form” is also required or the information will not be considered

EXHIBIT E-1 MATOC PROPOSAL FORM

Include this form completed with your proposal

PROJECT NO. ETRD 121316

INSTALL RAISED FLOOR FOR EOC, BLDG 109 – PROTOTYPICAL (FOR EVALUATION

PURPOSES ONLY – THIS PROJECT WILL NOT BE AWARDED)

PROJECT DESCRIPTION: Project provides for the furnishing of all plant, labor, material, equipment, appliances and supervision necessary to install 2-1/2” raised floor system in accordance with the task order requirements for “INSTALL RAISED FOR FOR EOC, BLDG 109”. This project is for a Firm Fixed Task Order against the MATOC IDIQ Contract. Project (or if specific line items only so state) is subject to a statutory limit of N/A. DFARS Provision 252.236-7006 Cost Limitation is applicable.

Item

Number

Description

Quantity Unit

Amount

Project No. ETRD 121316

Install Raised Floor for EOC, Bldg. 109

1 JOB

SIGNATURE:

COMPANY NAME

Name and title of person authorized to sign

EXHIBIT E-2 MATOC PROPOSAL FORM

Include this form completed with your proposal

PROJECT NO. KJAQ 152451

REPAIR LOGISTICS BUILDING 223 KINGSLEY FIELD, KLAMATH FALLS, OR – SEED (THIS PROJECT WILL BE AWARDED) PROJECT DESCRIPTION: Project provides for the furnishing of all plant, labor, material, equipment, appliances and supervision necessary to Repair Logistics Building 223 in accordance with the task order requirements. This project is for a Firm Fixed Task Order against the MATOC IDIQ Contract. Project is subject to a statutory limit of N/A. DFARS Provision 252.236-7006 Cost Limitation is applicable.

Item

Number

Description

Quantity Unit

Amount

Project No. KJAQ 152451

Repair Logistics Building 223

1 JOB

SIGNATURE:

COMPANY NAME

Name and title of person authorized to sign