Attachment J7 - Performance Evaluation Report.doc

CONTRACTOR PERFORMANCE REPORT

[ ] Final [ ] Interim - Period Report: From:

1. Contractor Name and Address:

2. Contract Number:

3. Contract Value (Base Plus Option):

4. Contract Award Date:

Contract Completion Date:

5. Type of Contract: (Check all that apply) [ ] FP [ ] FP-EPA [ ] CPFF-Completion [ ] CPFF-Term [ ] CPIF [ ]CPAF [ ] ID/IQ [ ] BOA [ ] Requirements [ ] Labor Hour [ ] T&M [ ] SBSA 8(a) [ ] SBIR [ ] Sealed Bid [ ] Negotiated

[ ] Competitive [ ] Non-Competitive [ ]Other (Specify)

6. Description of Requirement:

7. Ratings. Summarize contractor performance and circle in the column on the right the number which corresponds to the performance rating for each rating category. Please see page three for explanation of rating scale.

QUALITY OF PRODUCT OR SERVICE

Comments:

COST/VALUE CONTROL

TIMELINESS OF PERFORMANCE

BUSINESS RELATIONS

TOTAL

MEAN SCORE (Divide total rating above the number of areas rated):

8. KEY PERSONNEL

Project Manager: Name:_________________________

Comments/Rating:

Name:_________________________

Comments/Rating:

Name:_________________________

Comments/Rating:

Name:_________________________

Comments/Rating:

Employment Dates________________________

Employment Dates________________________

Employment Dates________________________

Employment Dates________________________

9. Would you select this firm again? Please explain.

10. Project Officer Name: Signature:

Date:

11. CONTRACTORS REVIEW: Were comments, rebuttals, or additional information provided? [ ] No [ ] Yes. Please attach comments.

12. Contractor Name:

Signature:

Phone:

Fax:

Date:

Internet address:

13. AGENCY REVIEW: Were contractor comments reviewed at a level above the contracting officer? [ ] No [ ] Yes. Comments attached.

14. FINAL RATINGS: Re-assess the Block 7 ratings based on contractor comments and agency review. Validate or revise as appropriate.

Quality __________ Cost Control ___________ Timeliness__________ Business Relations______

Mean Score (Add the ratings above and divide by number of areas rated): ______________________

15. Contracting Officer=s Name:____________________________ Signature:_________________________________

Phone:________________________

Date:_____________________________________

FAX#:________________________

Internet Address:_______________________________________

RATING GUIDELINES

Summarize contractor performance in each of the rating areas. Assign each area a rating of 0 (Unsatisfactory), 1 (Poor), 2 (Fair), 3 (Good), 4 (Excellent), or ++ (Plus). Use the following instructions as guidance in making these evaluations.

Quality of Product/Service -Compliance with contract requirements

-Accuracy of reports

-Appropriateness of personnel

-Technical excellence

Cost/Value Control -Within budget (over/under targeted costs)

-Current, accurate, and complete billings

-Relationship of negotiated costs to actuals

-Cost efficiencies

-Change orders

-Complaints concerning subcontractor and employee payments

-Price versus value (quality)

Timeliness -Met interim milestones

-Reliable

-Responsive to technical direction

-Completed on time, including wrap-up and contract administration

-No liquidated damages assessed

Business

Relations

-Effective Management

-Businesslike correspon- dence

-Responsive to contract requirements

-Prompt notification of problems

-Reasonable/cooperative

-Flexible

-Pro-active

-Effective contractor recommended solutions

-Effective small/small disadvantaged business subcontracting program

0. Unsatisfactory

Nonconformances are compromising achievement of contract requirements despite use of Agency resources

Cost/Value issues are compromising performance of contract requirements

Delays are compromising the achievement of contract requirements, despite use of Agency resources.

Response to inquiries technical/service/ administrative issues is not effective and responsive

1. Poor

Nonconformances require major Agency resources to ensure achievement of contract requirements

Cost/value issues require major Agency resources to ensure achievement of contract requirements

Delays require major Agency resources to ensure achievement of contract requirements

Response to inquiries technical/service/ administrative issues is marginally effective and responsive

2. Fair

Nonconformances require minor Agency resources to ensure achievement of contract requirements

Cost/value issues require minor Agency resources to ensure achievement of contract requirements

Delays do not impact achievement of contract requirements

Response to inquiries technical/service administrative issues is somewhat effective and responsive

3. Good

Nonconformances do not impact achievement of contract requirements

Cost/value issues do not impact achievement of contract requirements

Delays do not impact achievement of contract requirements administrative issues is usually effective and responsive

4. Excellent

There are no quality problems

There are no cost/value issues

There are no delays administrative issues is effective and responsive

5. PLUS

The contractor has demonstrated an exceptional performance level in any of the above four categories that justifies adding a point to the score. It is expected that this rating will be used in those rare circumstances when contractor performance clearly exceeds the performance levels described as AExcellent@.

CONTRACTOR PERFORMANCE REPORT INSTRUCTIONS

Block 1:

Contractor Name and Address. Identify the specific division being evaluated if there is more than one.

Block 2:

Contract number of contract being evaluated.

Block 3:

Contract value shall include base plus options. If funding was increased or decreased during the instant evaluation period, the value in this block should reflect the change.

Block 4:

Contract award date and anticipated or anticipated contract completion date.

Block 5:

Type of contract: Check all that apply.

Block 6:

Provide a brief description of the work being done under the contract and identify the key performance indicators. This description will allow agencies calling for reference checks to compare statements of work.

Block 7:

Circle rating in far right column and provide brief narrative for each of the categories rated. Indicate the contract requirements that were exceeded or were not met by the contractor and by how much. Also calculate the mean score of the ratings.

Block 8:

List the names and employment dates of the contractor=s key personnel. This will provide a record of how long these managers worked on the contract. If there were many changes in these managers a second page may be necessary. On the comment/rating line briefly describe the managers performance.

Block 9:

If given a choice, please explain why you would or why you would not select the contractor for this contract again.

Block 10:

The program office person most familiar with the contractor=s performance should sign this block. The rating is a combined program office, contracting officer decision. The contracting officers signature in block 15, signifies concurrence with this rating and the final rating, if a revised rating is necessary.

Blocks 11-12:

The contractor may provide comments but must sign block 12 to indicate review of the rating.

Block 13:

If the contractor and contracting officer are unable to agree on a final rating, an agency review at a level above the contracting officer is required.

Block 14:

Adjust the ratings assigned in block 7, if appropriate, based on any comments, rebuttals, or additional information provided by the contractor and, if necessary, bu the agency review. Calculate a mean score of the contractor=s performance.

Block 15:

The contracting officer=s signature certifies concurrence with the initial and final ratings.

Attachment J7