Synopsis W912QR25R0054 BOP 8-21-25 - FINAL.pdf

Notice Type:

Solicitation/Synopsis Posted Date:

Response Date:

Archiving Policy:

Archive Date:

Base Notice: Architect/Engineer (A/E) services for District-wide Federal Bureau of Prisons (BOP) projects primarily within the Mid-Atlantic Region mission boundaries.

Classification Code:

C -- Architect and engineering services NAICS Code:

541 -- Professional, Scientific, and Technical Services/541330 -- Engineering Services

NOTICE INFORMATION

Agency/Office:

U.S. Army Corps of Engineers Location:

USACE District, Louisville Title:

Architect/Engineer (A/E) services for District-wide Federal Bureau of Prisons (BOP) projects primarily within the Mid- Atlantic Region mission boundaries.

Description(s):

1.) SYNOPSIS: This announcement is open to all businesses regardless of size. The proposed services, which will be obtained by negotiated Firm Fixed Price Contracts, are for a variety of A/E services primarily for District-wide BOP projects primarily within the Mid-Atlantic Region mission boundaries. This includes Kentucky, Tennessee, North Carolina, Virginia, West Virginia, and Maryland. Projects may be located in remote areas away from larger metropolitan areas.

Projects outside the primary mission area may be added at the Government's discretion upon agreement of the A/E firm.

Projects will be awarded by individual task orders. The maximum cumulative contract value for the total contract is $150,000,000. This is a ten-year contract with no option years.

A single firm will be selected. If necessary, secondary selection criteria will be used as a tiebreaker between Offerors considered as technically equal. The following selection criteria will be used in deciding which Offeror will be determined as the most highly qualified: Professional Qualifications, Specialized Experience and Technical Competence, Capacity, Past Performance, and Small Business Participation. Estimated start date is February 2026.

In accordance with FAR 36.604 and the supplements thereto, and upon final acceptance or termination, all task orders above $35,000 will receive a performance evaluation. A performance evaluation may be prepared for lesser task orders and interim performance evaluations may be prepared at any time. Performance evaluations will be maintained for use in future source selections for A/E Services.

2.) PROJECT INFORMATION: The selected offeror will be solely responsible for the designs that they produce and will become the designer of record for each individual project on their contract. Projects may consist of correctional facilities for the BOP Mid-Atlantic Region customer of USACE Louisville District. Work under this contract will be for BOP projects located within the Mid-Atlantic region; to include Kentucky, Tennessee, North Carolina, Virginia, West Virginia, and Maryland. Project task orders under this SATOC contract may include some or all of the following types of building structures: administration/office buildings; maintenance shops (which include garage and outside warehouse);

correctional facilities, firing ranges; training centers; and central utility plant.

A/E services may consist of the following activities: preparation of construction solicitations for design-bid-build projects; concept level designs and engineering feasibility studies; master planning; site investigation/assessment of existing conditions; value engineering services; engineering services during construction (shop drawing review, submittals, RFI’s, site inspection, commissioning, etc.); hazardous materials survey, analysis, and abatement methodology; LEED Certification, sustainable design; construction cost estimates and schedules; coordination and attainment of local, state and Federal permits; support and coordination of utility agreements; and technical studies/analysis in support of design for new construction.

Additional A/E support services may include: civil site design; geotechnical studies; interior design services;

environmental permitting and compliance; National Environmental Policy Act documentation; and utility investigations.

Construction cost estimating will be accomplished for all design projects using the current generation and version of Micro-Computer Aided Cost Estimating System (MII) software (software and database is available from the Government for a nominal fee).

Unless otherwise specified, designs shall be performed using BIM technology, which utilizes computer aided design (CAD) technology with information loaded within three dimensional models. The A/E firm is responsible for the training and associated training costs for both primary and back-up BIM team members. Disciplines required for BIM are architecture, interior design, structural, mechanical, electrical, and cost estimating. BIM products will be produced in the current version of Revit as specified in each task order. Traditional CAD deliverables, if required for individual task orders, shall include AutoCAD (.dwg) files as specified in each task order.

3.) SELECTION CRITERIA: Selection criteria in descending order of importance are listed below. "a" through "d" are primary, and "e" is secondary.

a. Professional Qualifications:

The government's evaluation of professional qualifications will consider education, training, certifications, registrations, overall experience, relevant experience, and longevity with the firm.

Additional consideration will be given to offerors who provide individual team members who possess:

• a current LEED BD+C credential

• a BIM manager with a bachelor's or master's degree in architecture, engineering or construction management

• civil engineers with experience in mining reclamation

• environmental engineers with a professional engineering (PE) registration or Certified Industrial Hygienist (CIH) certification

• individual team members who demonstrate experience in design and construction of state or Federal correctional facilities

• individual team members who demonstrate experience in design and construction of a full service campus facility with a medical component.

b. Specialized Experience and Technical Competence:

The government's evaluation of Specialized Experience and Technical Competency will consider example projects in SF330 Section F which include the Specialized Experience and Technical Competencies below. The Government also will consider the same Specialized Experience and Technical Competencies of individual team members in SF330 Section E as indicated in the brackets below. Specialized experience and capability to perform, as may be illustrated by experience with projects of comparable type, size and complexity; previous experience as a team; awards or recognition received by a firm for similar work; demonstrated knowledge of the general project locality, of applicable code and permitting requirements, and of local construction market conditions and trade practices.

1. Use of Building Information Modeling (BIM) [BIM Manager, Architect Designer, Mechanical Designer, Electrical Designer, Structural Designer, and Civil Designer]

2. Design/Bid/Build project design methodology [Project Manager, Architect Designer, Mechanical Designer, Electrical Designer, Structural Designer, and Civil Designer]

3. Sustainable design and energy modeling [Mechanical Designer/Checker, Electrical Designer/Checker, Architect Designer/Checker]

4. Planning and Design of full-service campus facilities [Architect Designer/Checker, Interior Designer/Checker, Structural Designer/Checker, Mechanical Designer/Checker, Electrical Designer/Checker, and Civil Designer/Checker]

5. Construction cost estimating using MCACES MII [Cost Estimator]

6. Performance of design charrettes [Project Manager, Architect Designer, Interior Designer, Mechanical Designer, Electrical Designer, Structural Designer, and Civil Designer]

7. Use of SpecsIntact [Project Manager, Mechanical Designer, Electrical Designer, Structural Designer, Civil Designer, Interior Designer, and Architect Designer]

8. Successful demonstration of developing effective phased construction schedules in the design of large and technically complex projects (With a construction cost of greater than $250M) [Project Manager, Architect Designer]

9. Seismic Design and Progressive Collapse Design [Architect Designer, Structural Designer/Checker]

10. Experience with biophyllic design [Architect Designer, Interior Designer]

11. Experience with mitigating differential settlement [Geotechnical]

12. Successful incorporation of FBOP Technical Design Guidelines and Policies into project design [Project Manager, Architect Designer/Checker, Interior Designer/Checker, Structural Designer/Checker, Mechanical Designer/Checker, Electrical Designer/Checker, Fire Protection Designer/Checker, and Civil Designer/Checker]

Additional consideration will be given to offerors who demonstrate prior experience between design team members working on the same project included in SF330 Section G.

Additional consideration will be given to offerors who provide a Design Quality Management Plan in SF330 Section H that demonstrates a clear understanding of USACE quality management policies and that details quality management activities that will be used in addition to those required by USACE policy.

c. Capacity:

The government's evaluation of the offeror's capacity narrative included in the Design Quality Management Plan in SF330 Section H will consider the offeror's ability to complete the work in the required time with the understanding that this contract may require multiple design teams to work multiple task orders at various locations simultaneously.

d. Past Performance:

The government's evaluation of past performance will consider the offeror's ability to design projects within funding limitations, comply with performance schedules, provide high quality design products, achieve required LEED Certifications, and minimize cost and time growth of the project during construction.

e. Small Business Participation:

The government's evaluation of the offeror's Small Business Participation plan will consider level of participation of Small Business, Small Disadvantaged Business, Woman-Owned Small Business, HUBZone Small Business, Service-Disabled Veteran-Owned Small Business and Veteran Owned Small Business team members.

4.) ELECTRONIC SUBMISSION INSTRUCTIONS

Bids: ALL SUBMISSIONS TO THIS ANNOUNCEMENT SHALL BE SUBMITTED

ELECTRONICALLY THROUGH THE PROCUREMENT INTEGRATED ENTERPRISE ENVIRONMENT (PIEE) SOLICITATION MODULE BEFORE THE TIME SPECIFIED IN BLOCK 13 OF THE SF1442. No paper copies, CD-ROMS, facsimile, or DoD SAFE submissions will be accepted.

A User ID and Password are required to access PIEE. Offerors are required to self-register as a Vendor or Contractor with the user's CAGE code(s) and must have an active registration in the System for Award Management (SAM) prior to the PIEE registration process.

Instructions for registering in PIEE:

Navigate to https://piee.eb.mil/

Select “Register” [top right],or go to https://piee.eb.mil/xhtml/unauth/registration/notice.xhtml

Select “Vendor”

Create a User ID and Password and follow the prompts [next]

Create Security Questions [next]

Complete your User Profile Information [next]

Complete your Supervisor or Approving Official Information [next]

Complete Roles:

Step 1. Select SOL-Solicitation

Step 2. Select Proposal Manager

Step 3. Click Add Roles

Step 4. Fill in your Location Code (CAGE Code) [next]

Provide a justification for your registration [next]

Follow the remaining prompts to submit your registration

Instructions for Electronic Submissions in PIEE Solicitation Module:

Log into PIEE and select the Solicitation Icon.

Enter search criteria to find the solicitation. (Search Criteria can be the complete solicitation number, Solicitation Open Date, Response Due Date, Product or Service Code, NAICS, Set Aside code, Place of Performance Zip Code, Contracting Office DODAAC, or Status).

The search results display. Select the Solicitation Number link to open the solicitation.

The solicitation displays. The information is view only.

Scroll down to see the Contract Information and Attachments. The Attachments can be viewed by selecting the File link.

Scroll back up to the top of the screen and click the Offer tab.

Click the Offer tab to Add and review current offers on the Solicitation. Click the Add button to add an offer to the Solicitation.

Select the applicable CAGE Code for which submitting the offer for. The list is prefiltered based on the

CAGEs in the Proposal Manager’s profile.

Upload the attachments that comprise the offer by selecting the Choose Files link.

After entering all necessary information enter a Signature Date and Click the Signature button.

The “Sign Document” pop-up window will be displayed requiring the user to enter a Digital PIN and One Time Password (OTP). Click the “Sign and Submit” button to continue.

After successfully adding the Offer a success message of the submission will be displayed and the offer displayed collapsed. Users may expand and view all their offers on a Solicitation.

File Size Limitations: Offerors are advised to follow the above instructions for uploading files. If needed, Offerors are advised to break the files down into smaller sections in order to upload it to the system. In such cases, please divide the sections as logically as possible and be sure to clearly name the files as specified below.

File Naming Convention:

To ensure your submission is received and processed appropriately, it is important that interested parties CAREFULLY ensure their electronic files adhere to the following naming convention:

W912QR25R0054_FIRMNAME

Each file name shall begin with the solicitation number followed by the firm’s name and a brief file description. Please see examples above. (***NOTE: The PIEE Solicitation Module will replace special characters and spaces in the attachment filename with underscores “_”***)

File Organization: Although hard copies are not accepted, each file shall be clearly indexed, and logically assembled. Font size shall be 11 or larger. Pages shall be letter sized (larger page sizes (such as 11x17 fold-outs, etc.) will be counted as two pages.

Upload Completion & Deadline: Offerors are highly encouraged to become familiar with the PIEE Solicitation module well in advance of the bid due date. Interested offerors shall submit bids no later than the date specified on the solicitation document. The time & date of bid receipt will be the upload completion / delivery time & date recorded within PIEE Solicitation module. Do not assume that electronic submission will occur instantaneously. Large files will take some time to upload. Offerors should time their upload effort with prudence by not waiting until the last few minutes—this will allow for unexpected delays in the transmittal process. Offerors are encouraged to keep a copy of the upload confirmation for their record. Submissions after the deadline will be considered late and will be processed in accordance with FAR 15.208.

Electronic Files: Files shall be in their native format (i.e. doc, xls, ppt, etc.), or if in pdf format, shall be in searchable text.

Text and graphics portfolios of the electronic copies shall be in a format readable by Microsoft Office or Adobe applications. Data submitted in a spreadsheet format shall be readable by MS Excel (all cells and formulas should be unlocked).

For training and help using the PIEE Solicitation module, reference the links below.

New User Information and Help: https://piee.eb.mil/xhtml/unauth/help/helpvendors.xhtml

Vendor Customer Support: https://piee.eb.mil/xhtml/unauth/web/homepage/vendorCustomerSupport.xhtml

Solicitation - Web Based Training: https://pieetraining.eb.mil/wbt/xhtml/wbt/sol/index.xhtml

The Procurement Integrated Enterprise (PIEE) help desk may be reached by calling telephone number 866-618-5988 for assistance.

W912QR25R0054

Electronic Files: Files shall be in their native format (i.e. .doc, .xls, .ppt, etc), or if in .pdf format, shall be in searchable text. Text and graphics portfolios of the electronic copies shall be in a format readable by Microsoft Office or Adobe applications. Data submitted in a spreadsheet format shall be readable by MS Excel (all cells and formulars shall be unlocked).

Any information, presented in a proposal that the Offeror wants safeguarded from disclosure to other parties must be identified and labeled in accordance with the requirements of Provision “FAR 52.215-1, Instruction to Offerors- Competitive Acquisition (Jan 2017), “subparagraph (e), which is found in 00 21 00 Instructions of the RFP. The Government will endeavor to honor the restrictions against release requested by Offerors, to the extent permitted under United States law and regulations.

Additional instructions and clarifications for SF330:

SF330 Section D:

The offerors shall submit an organizational chart as required by SF330 Section D. Offerors can submit a folded 11” x 17” organizational chart as part of their submission. This will be considered only one page of their submission.

SF330 Section E:

The individuals identified by the project roles on the SF330 may not have multiple duties or be "dual-hatted."

Offerors shall provide individual resumes in SF330 Section E for each of the individuals listed below in lines 1 through 17. Individuals included in SF330 Section E must possess the certifications and registrations listed below and must have performed in their respective role (i.e. project manager, architect designer, etc.) on projects similar to those listed in Paragraph 2 of this solicitation for the amount of time listed below. Any additional resumes beyond the numbers identified in the below listing will not be evaluated.

1. Principal/Program Manager, Registered Architect or Professional Engineer, 15 years

2. Project Manager, Registered Architect or Professional Engineer, 10 years

3. Architect, Senior, Registered Architect, 15 years

4. Architect, Junior, Registered Architect, 10 years

5. Interior Designer, Senior, Registered Interior Designer, 15 years

6. Interior Designer, Junior, Registered Interior Designer, 10 years

7. Civil Engineer, Senior, Registered Professional Engineer, 15 years

8. Civil Engineer, Junior, Registered Professional Engineer, 10 years

9. Geotechnical Engineer, Senior, Registered Professional Engineer, 15 years

10. Geotechnical Engineer, Junior, Registered Professional Engineer, 10 years

11. Structural Engineer, Senior, Registered Professional Engineer, 15 years

12. Structural Engineer, Junior, Registered Professional Engineer, 10 years

13. Mechanical Engineer, Senior, Registered Professional Engineer, 15 years

14. Mechanical Engineer, Junior, Registered Professional Engineer, 10 years

15. Electrical Engineer, Senior, Registered Professional Engineer, 15 years

16. Electrical Engineer, Junior, Registered Professional Engineer, 10 years

17. Registered Communication Distribution Designer (RCDD), 15 years

18. Fire Protection Engineer, Registered Professional Engineer, 15 years

19. Cost Estimator, Certified Cost Professional or equivalent, 15 years

20. Environmental Engineer, Registered Professional Engineer, 15 years

21. BIM Manager, No Certification Required, 5 years

22. Door Hardware Consultant/Specifier, 8 years

23. Mental/Behavioral Health Consultant, 5 years

SF330 Section F:

Firms may submit up to five (5) projects in Section F. An IDIQ task order may be submitted to satisfy this requirement.

IDIQ task orders may be combined to satisfy this requirement if the task orders are for the same project. If an IDIQ task order(s) is submitted, offerors must include a narrative describing the project requirements for specific task orders under the IDIQ contract. Project design must have been completed within fifteen (15) years of this advertisement.

Of the up to five (5) projects included in SF330 Section F, a minimum of one (1) project must demonstrate substantial construction completion of a campus facility (a collection of various facility types on one contiguous site). Projects are considered substantially complete so as to be usable for their intended purpose.

Of the up to five (5) projects included in the SF330 Section F, the offeror must have been the Designer of Record for a minimum of two (2) projects.

Additional consideration will be given for projects that demonstrate:

• extensive site work (excavation/backfill, roadways, utilities, and other supporting infrastructure)

• mountaintop mine reclamation and development

• planning, programming and design of state or Federal correctional facilities, including development of

Technical Design Guidelines

• incorporation of secure electronics and detention equipment

• incorporation of resiliency of site power and utility infrastructure.

SF330 Section H:

In SF330 Section H, include an evaluation of performance from the client/owner for all example projects included in SF330 Section F. Performance evaluations will not be counted against the 20-page limit of SF330 Section H or the 100-page limit for the entire SF330. For a sample evaluation form, see the Past Performance Questionnaire (PPQ) included as Attachment 1 to this document. The attached PPQ form is not the required format for client / owner evaluations, but all submitted evaluations should, at minimum, include the same information.

In SF330 Section H, each offeror shall present a Design Quality Management Plan including an explanation of the firm's management approach; management of sub-consultants (if applicable); quality control procedures (for plans, specification, design analysis and electronic documents); procedures to insure that internal resources are not over committed; and an organizational chart showing the inter-relationship of management and various team components (including sub-consultants). The Design Quality Management Plan shall also include a Capacity Narrative describing the offeror's ability to complete multiple projects simultaneously with available resources.

In SF330 Section H, all large businesses shall present a Small Business and Small Disadvantaged Business Subcontracting Plan in accordance with Public Law 95-507 as part of the response to this RFP. The number of pages of the Small Disadvantaged Business Plan do not count against the total page count for the response to the RFP.

Additionally, estimate the proposed extent of participation of Small Business, Small Disadvantaged Business, Woman- Owned Small Business, HUBZone Small Business, Service-Disabled Veteran-Owned Small Business and Veteran Owned Small Business team members in the contract team using a chart showing each firm that is a team member, their small business category, and their proposed level of participation measured as a percentage of the overall estimated effort (i.e. a table with 3 columns, respectively entitled 'Firm Name', 'Small Business Category', and '% Participation').

Release of firm status will occur via email within 10 days after approval of any selection. All responses on SF 330 to this announcement must be received no later than 4:00 PM EST 20 August 2025. No other general notification to firms under consideration for this project will be made. Facsimile or emailed transmissions will not be accepted. Solicitation packages are not provided, and no additional project information will be given to firms during the announcement period.

To be eligible for award, a firm must be registered in the System for Award Management (SAM) database, via the SAM Internet site at https://www.sam.gov.

Point of Contact(s):

Brandon Gatz; Brandon.H.Gatz@usace.army.mil USACE Louisville District

OFFEROR'S QUESTIONS AND COMMENTS

Technical inquiries and questions relating to proposal procedures or bonds are to be submitted via Bidder Inquiry in ProjNet at http://www.ProjNet.org/ProjNet. As noted below, offerors shall not submit their proposals via ProjNet.

Offerors shall submit their proposals in accordance with the provisions stated in the solicitation.

To submit and review bid inquiry items, bidders will need to be a current registered user or self-register into system.

The Solicitation Number is: W912QR25R0054 The Bidder Inquiry Key is: 93B7A2-3E7QZE

Specific Instructions for ProjNet Bid Inquiry Access:

1. From the ProjNet home page linked above, click on Quick Add on the upper right side of the screen.

2. Identify the Agency. This should be marked as USACE.

3. Key. Enter the Bidder Inquiry Key listed above.

4. Email. Enter the email address you would like to use for communication.

5. Select Continue. A page will then open stating a user account was not found and will ask you to create one using the provided form.

6. Enter your First Name, Last Name, Company, City, State, Phone, Email, Secret Question, Secret Answer, and Time Zone. Make sure to remember your Secret Question and Answer as they will be used from this point on to access the ProjNet system.

https://www.sam.gov/

7. Select Add User. Once this is completed you are now registered within ProjNet and are currently logged into the system.

Specific Instructions for Future ProjNet Bid Inquiry Access:

1. For future access to ProjNet, you will not be emailed any type of password. You will utilize your Secret Question and Secret Answer to log in.

2. From the ProjNet home page linked above, click on Quick Add on the upper right side of the screen.

3. Identify the Agency. This should be marked as USACE.

4. Key. Enter the Bidder Inquiry Key listed above.

5. Email. Enter the email address you used to register previously in ProjNet.

6. Select Continue. A page will then open asking you to enter the answer to your Secret Question.

7. Enter your Secret Answer and click Login. Once this is completed you are now logged into the system.

From this page you may view all bidder inquiries or add an inquiry.

Bidders 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.

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

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.

Information concerning the status of the evaluation and/or award will NOT be available after receipt of bids/proposals.

NOTES:

1. Offerors shall not submit their proposals via ProjNet, but in accordance with the provisions stated in the solicitation. Any questions regarding acceptable means of submitting offers shall be made directly to the Contract Specialist identified in the solicitation.

2. Government responses to technical inquiries and questions relating to proposal procedures or bonds that are submitted to ProjNet in accordance with the procedures above are not binding on the Government unless an amendment is issued on Standard Form 30. In the case of any conflicts, the solicitation governs. Any changes or revisions to the solicitation will be made by formal amendment. Government responses will be limited to: (a) Notice that an amendment will be issued; (b) Reference to an existing requirement contained in the solicitation; or (c) Notice that a response is not necessary.

The ability to enter technical inquiries and questions relating to proposal procedures or bonds will be disabled five (5) days prior to the closing date stated in the solicitation. No Government responses will be entered into the ProjNet system within two (2) days prior to the closing date stated in the solicitation.

Attachment 1: Past Performance Questionnaire (PPQ)

NAVFAC/USACE PAST PERFORMANCE QUESTIONNAIRE (Form PPQ-0)

CONTRACT INFORMATION (Contractor to complete Blocks 1-4)

1. Contractor Information Firm Name: CAGE Code:

Address: Unique Entity Identifier:

Phone Number:

Email Address:

Point of Contact: Contact Phone Number:

2. Work Performed as: Prime Contractor Sub Contractor Joint Venture Other (Explain) Percent of project work performed:

If subcontractor, who was the prime (Name/Phone #):

3. Contract Information Contract Number:

Delivery/Task Order Number (if applicable):

Contract Type: Firm Fixed Price Cost Reimbursement Other (Please specify):

Contract Title:

Contract Location:

Award Date (mm/dd/yy):

Contract Completion Date (mm/dd/yy):

Actual Completion Date (mm/dd/yy):

Explain Differences:

Original Contract Price (Award Amount):

Final Contract Price (to include all modifications, if applicable):

Explain Differences:

4. Project Description:

Complexity of Work High Med Routine How is this project relevant to project of submission? (Please provide details such as similar equipment, requirements, conditions, etc.)

CLIENT INFORMATION (Client to complete Blocks 5-8)

5. Client Information Name:

Title:

Phone Number:

Email Address:

6. Describe the client’s role in the project:

7. Date Questionnaire was completed (mm/dd/yy):

8. Client’s Signature:

NOTE: NAVFAC/USACE REQUESTS THAT THE CLIENT COMPLETES THIS QUESTIONNAIRE AND SUBMITS DIRECTLY BACK TO THE OFFEROR. THE OFFEROR WILL SUBMIT THE COMPLETED QUESTIONNAIRE TO USACE WITH THEIR PROPOSAL, AND MAY DUPLICATE THIS QUESTIONNAIRE FOR FUTURE SUBMISSION ON USACE SOLICITATIONS. THE

GOVERNMENT RESERVES THE RIGHT TO VERIFY ANY AND ALL INFORMATION ON THIS FORM.

ADJECTIVE RATINGS AND DEFINITIONS TO BE USED TO BEST REFLECT

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE

RATING DEFINITION NOTE

(E) Exceptional Performance meets contractual requirements and exceeds many to the Government/Owner’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with few minor problems for which corrective actions taken by the contractor was highly effective.

An Exceptional rating is appropriate when the Contractor successfully performed multiple significant events that were of benefit to the Government/Owner. A singular benefit, however, could be of such magnitude that it alone constitutes an Exceptional rating. Also, there should have been NO significant weaknesses identified.

(VG) Very Good Performance meets contractual requirements and exceeds some to the Government’s/Owner’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

A Very Good rating is appropriate when the Contractor successfully performed a significant event that was a benefit to the Government/Owner. There should have been no significant weaknesses identified.

(S) Satisfactory Performance meets minimum contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

A Satisfactory rating is appropriate when there were only minor problems, or major problems that the contractor recovered from without impact to the contract. There should have been NO significant weaknesses identified. Per DOD policy, a fundamental principle of assigning ratings is that contractors will not be assessed a rating lower than Satisfactory solely for not performing beyond the requirements of the contract.

(M) Marginal Performance does not meet some contractual requirements. The contractual performance of the element or sub-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.

A Marginal is appropriate when a significant event occurred that the contractor had trouble overcoming which impacted the Government/Owner.

(U) Unsatisfactory Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains serious problem(s) for which the contractor's corrective actions appear or were ineffective.

An Unsatisfactory rating is appropriate when multiple significant events occurred that the contractor had trouble overcoming and which impacted the Government/Owner. A singular problem, however, could be of such serious magnitude that it alone constitutes an unsatisfactory rating.

(N) Not Applicable

No information or did not apply to your contract

Rating will be neither positive nor negative.

TO BE COMPLETED BY CLIENT

PLEASE CIRCLE THE ADJECTIVE RATING WHICH BEST REFLECTS

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE.

1. QUALITY:

a) Quality of technical data/report preparation efforts E VG S M U N

b) Ability to meet quality standards specified for technical performance E VG S M U N

c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance E VG S M U N

d) Adequacy/effectiveness of quality control program and adherence to contract quality assurance requirements (without adverse effect on performance)

E VG S M U N

2. SCHEDULE/TIMELINESS OF PERFORMANCE:

a) Compliance with contract delivery/completion schedules including any significant intermediate milestones. (If liquidated damages were assessed or the schedule was not met, please address below)

E VG S M U N

b) Rate the contractor’s use of available resources to accomplish tasks identified in the contract E VG S M U N

3. CUSTOMER SATISFACTION:

a) To what extent were the end users satisfied with the project? E VG S M U N

b) Contractor was reasonable and cooperative in dealing with your staff (including the ability to successfully resolve disagreements/disputes;

responsiveness to administrative reports, businesslike and communication)

E VG S M U N

c) To what extent was the contractor cooperative, businesslike, and concerned with the interests of the customer? E VG S M U N

d) Overall customer satisfaction E VG S M U N

4. MANAGEMENT/ PERSONNEL/LABOR

a) Effectiveness of on-site management, including management of subcontractors, suppliers, materials, and/or labor force? E VG S M U N

b) Ability to hire, apply, and retain a qualified workforce to this effort E VG S M U N

c) Government Property Control E VG S M U N

d) Knowledge/expertise demonstrated by contractor personnel E VG S M U N

e) Utilization of Small Business concerns E VG S M U N

f) Ability to simultaneously manage multiple projects with multiple disciplines E VG S M U N

g) Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes E VG S M U N

h) Effectiveness of overall management (including ability to effectively lead, manage and control the program) E VG S M U N

5. COST/FINANCIAL MANAGEMENT

a) Ability to meet the terms and conditions within the contractually agreed price(s)? E VG S M U N

b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client E VG S M U N

c) If this is/was a Government cost type contract, please rate the Contractor’s timeliness and accuracy in submitting monthly invoices with appropriate back-up documentation, monthly status reports/budget variance reports, compliance with established budgets and avoidance of significant and/or unexplained variances (under runs or overruns)

E VG S M U N

d) Is the Contractor’s accounting system adequate for management and tracking of costs? If no, please explain in Remarks section. Yes No

e) 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

f) Have there been any indications that the contractor has had any financial problems? If yes, please explain below. Yes No

6. SAFETY/SECURITY

a) To what extent was the contractor able to maintain an environment of safety, adhere to its approved safety plan, and respond to safety issues?

(Includes: following the users rules, regulations, and requirements regarding housekeeping, safety, correction of noted deficiencies, etc.)

E VG S M U N

b) Contractor complied with all security requirements for the project and personnel security requirements. E VG S M U N

7. GENERAL

a) Ability to successfully respond to emergency and/or surge situations (including notifying COR, PM or Contracting Officer in a timely manner regarding urgent contractual issues).

E VG S M U N

b) Compliance with contractual terms/provisions (explain if specific issues) E VG S M U N

c) Would you hire or work with this firm again? (If no, please explain below) Yes No

d) In summary, provide an overall rating for the work performed by this contractor. E VG S M U N

Please provide responses to the questions above (if applicable) and/or additional remarks. Furthermore, please provide a brief narrative addressing specific strengths, weaknesses, deficiencies, or other comments which may assist our office in evaluating performance risk (please attach additional pages if necessary):