J.5 Performance Evaluation Report.doc

Attachment 5

Performance Evaluation Report

*Note: This is the Evaluation Report that will be used to annually assess those contractors receiving the award. This report is included as an attachment so that contractors will know what their contract performance will be based upon.*

CONTRACTOR PERFORMANCE REPORT (COST TYPE CONTRACTS) (OMB No: 9000-0142 [ ] Final [ ] Interim-Period Report

1.

Contractor Name and Address 2.

Contract Number

3.

Contract Value (Base Plus Options):

4.

Contract Award Date:

5.

Contract Completion Date:

6.

Type of Contract: (Check all that apply) [ ] CR [ ] FP [ ] FP-EPA [ ] CPFF-Completion [ ] CPFF-Team [ ] CPIF [ ] CPAF [ ] ID/IQ [ ] BOA [ ] Requirements [ ] Labor Hour [ ] T&M [ ] SBSA 8(a) [ ] SBIR [ ] Sealed Bid [ ] Negotiated [ ]Competitive [ ] Non-Competitive [ ] Other (Specify) 7.

Description of Requirement: International Travel and Logistical Support Services

8. 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:

5___

COST/VALUE CONTROL

Comments:

5+____

TIMELINESS OF PERFORMANCE

Comments: 0

5+____

BUSINESS RELATIONS

Comments: 0

5+____

Total

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

9.

KEY PERSONNEL

Project Manager: Name: _____________________ Employment Dates __________________

Comments/Rating:

Name: ______________________ Employment Dates __________________

Comments/Rating:

Name: ______________________ Employment Dates ___________________

Comments/Rating

Name: ________________________ Employment Dates ___________________

Comment/Rating:

10.

Would you select this firm again? Please explain.

11.

Project Officer Name:

Signature:

Date:

12.

CONTRACTORS REVIEW: Were comments, rebuttals, or additional informational provided?

[ ] No [ ] Yes Please attach comments.

13.

Contractor Name:

Signature:

Date:

Phone

Fax:

Internet address:

14.

AGENCY REVIEW: Were Contractor comments reviewed at a level above the contracting officer?

[ ] No [ ] Yes Comments Attached.

15.

FINAL RATINGS: Re-assess the Block 7 rating 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): ___________________ 16.

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 instruction as guidance in making these evaluations.

Quality of Product/Service

Cost Control

Timeliness

Business Relations

-Compliance with contract

-Within budget (over/under -Net interim milestones

-Effective Management requirements targeted costs)

-Reliable

-Business like

-Accuracy of reports

-Current, accurate, and -Responsive to technical correspondence

-Appropriateness of personnel complete billings direction

-Responsive to contract

-Technical excellence

-Relationship of Negotiated -Completed on time, including requirements costs to actual wrap-up and contract

-Prompt notification of

-Cost efficiencies administration problems

-Change orders

- No liquidated damages

-Reasonable/cooperative assessed

-Flexible

-Pro-active

-Effective contractor recommended solutions

-Effective small/small disadvantaged business subcontracting program

0. Unsatisfactory Nonconformance are

Cost issues are

Delays are compromising Response to inquiries compromising achievement Compromising performance the achievement of technical/service/ of contract requirements of contract requirements contract requirements, administrative issues is despite use of Agency despite use of Agency not effective and resources resources.

Responsive

1. Poor

Nonconformance require Cost issues require major Delays require major major Agency resources to Agency resources to ensure Agency resources to technical/service/ ensure achievement of achievement of contract ensure achievement of administrative issue is contract requirements marginally effective and responsive

2. Fair

Nonconformance require Cost issues require minor Delays do not impact minor Agency resources to Agency resources to ensure achievement of contract ensure achievement of usually effective and

3. Good

Nonconformance do not Cost issues do not impact Delays do not impact impact achievement of usually effective and

4. Excellent There are no quality

There are no cost issues There are no delays problems 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 “Excellent”.

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 requirement 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 name 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.

Block11-12: 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 rating assigned in block 7, if appropriate, based on any comments, rebuttals, or additional informational provided by the contractor and, if necessary, by 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.