10-PAST PERFORMANCE QUESTIONNAIRE.pdf

PDF 260 KB Posted

Attached to
Manor ISD - 2026 Medical RFP
Solicitation number
26-008RFP
Issued by
Travis County, Texas

About this file

This is a Past Performance Questionnaire document for Manor Independent School District's 2026 Medical RFP (RFP 26-008RFP), located in Texas. The questionnaire is designed to be completed by client references of proposers bidding on the medical services contract. Proposers must submit at least three reference questionnaires from current customers outside of Manor ISD, with preference given to Educational Agencies (K-12), Government Agencies, or firms substantially similar to Manor ISD. The questionnaires must be independently completed by the client references and submitted directly to Chrissie Bryant, Purchasing Coordinator, at purchasing@manorisd.net by Monday, March 9, 2026 at 2:00 PM (CT). Questionnaires must be submitted on company letterhead from a corporate email account. Proposers are responsible for ensuring their references complete and submit the forms.

The questionnaire evaluates past performance across multiple dimensions, including the type of service provided, quality of services and goods, timeliness of work completion, and overall contractor performance regarding requirements, schedule, and price. References are asked to provide ratings ranging from Exceptional to Unsatisfactory, using standardized evaluation definitions that assess whether the contractor met, exceeded, or failed to meet contractual requirements. The questionnaire requests narratives explaining ratings where possible and includes questions regarding whether the vendor would be recommended for future work and whether services met expectations. The RFP seeks proposals for Self-Funded Medical and Prescription Drug Plans, Fully Insured Medical and Prescription Drug Plans, and Stop Loss Products, with the District reserving the right to award portions of work to different vendors or make no award.

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Page | 34

PAST PERFORMANCE QUESTIONNAIRE INSTRUCTIONS

Instructions to Offeror for sending Reference Questionnaire Forms:

Prepare and send a reference questionnaire package for each project you list as a reference for the Past Performance evaluation factor. The instructions page is to be omitted from the package when sending to references for completion.

The past performance questionnaire must be independently completed by the offeror’s client references. Offerors are responsible for ensuring that their client references complete this questionnaire and submit it via email directly to Manor ISD’s Purchasing department via email by the designated date and time listed on the questionnaire.

A list of at least three (3) preferred references from current customers outside of Manor ISD. References must include Educational Agencies (K-12 preferred), Government Agencies and/or firms, which are substantially serviced by the Proposer (references most similar to Manor ISD must be provided).

It is the Offeror’s responsibility to follow-up and to encourage references to send in their questionnaire.

PAST PERFORMANCE QUESTIONNAIRE

RFP 26-008RFP, Manor ISD - 2026 Medical RFP

Please complete this Questionnaire and e-mail to Chrissie Bryant, Purchasing Coordinator

E-mail: purchasing@manorisd.net

________________________________ is currently in the process of preparing a proposal response for (Proposer Name) the Manor Independent School District RFP 26-008RFP, Manor ISD - 2026 Medical RFP. As part of our proposal, we have listed you as a reference on our performance for this type of service with your company/ agency under the previous/current contract listed below. Your input on our performance is therefore requested.

Please complete this Questionnaire and e-mail to Chrissie Bryant, Purchasing Coordinator, at purchasing@manorisd.net.

Questionnaire is due no later than Monday, March 9, 2026 at 2:00 PM (CT). Questionnaire must be submitted directly to the Purchasing Coordinator on company letterhead and emailed from a corporate e-mail account.

Thank you.

NAME OF PROPOSER: _________________________________________________

Phone: _________________ E-Mail: _________________

I. Past/Current Reference Information

1. Contract or Identifying Number: ________________________________________________

2. Contract Value: _____________________________________________________________

3. Period of Performance: ________________________________________________________

4. Brief description of items provided:

5. Name of Person Completing Questionnaire: _______________________________________

Agency/Company:

Title: __________________________________ Phone: _____________________________

E-mail: _____________________________________________________________________ mailto:claudia.gomez-gonzalez@nisd.net mailto:claudia.gomez-gonzalez@nisd.net mailto:claudia.gomez-gonzalez@nisd.net mailto:bidrequests@nisd.net

II. EVALUATION. Please rate the Proposer utilizing the guide below. Explanatory narratives for as many responses as possible would be appreciated. These narratives need not be lengthy, just detailed.

Attach additional pages if more space is needed.

Evaluation Definitions – The following definitions should be used in the assessment of Contractor performance.

EXCEPTIONAL

Performance EXCEEDS MOST contractual requirements. The performance of areas being assessed was accomplished with few minor issues or concerns.

VERY GOOD

Performance EXCEEDS SOME contractual requirements. The performance of areas being assessed was accomplished with few minor issues or concerns, for which the Contractor’s corrective actions were highly effective.

SATISFACTORY

Performance MEETS contractual requirements. The performance of the areas being assessed contains minor issues or concerns, for which corrective actions taken by the Contractor were effective.

MARGINAL

Performance MEETS SOME contractual requirements. The performance of the areas being assessed includes significant problems, issues, or concerns for which corrective actions taken by the Contractor were only somewhat effective.

UNSATISFACTORY

Performance DOES NOT MEET contractual requirement. The performance of the areas being assessed includes serious problems, issues, or concerns for which the Contractor’s corrective actions were ineffective.

NOT APPLICABLE (N/A) Performance information not recent or relevant as defined in the Solicitation. Unable to provide assessment.

Past Performance Evaluation

1. Has this company provided this type of service to your District/Company? If not, what work did this vendor do for your District/Company?

2. When did this work take place?

3. What was the quality of the vendor’s services and goods to your District/Company?

4. Did the service and goods meet your expectations?

5. Was the work completed in a timely manner?

6. Would you recommend the vendor for future work within your District/company? Why or why not?

7. What is your overall rating of Contractor’s performance (requirements, schedule, and price) on contract being assessed?

Exceptional Very Good Satisfactory Marginal Unsatisfactory

General Comments:

File details come from the government source that posted it. Updated .