ATTACHMENT 5 - Past Performance Questionnaire Updated.pdf

Enterprise-Physical Access Control System (E-PACS) 2032H5-23-Q-00084

ATTACHMENT 4 – PAST PERFORMANCE QUESTIONNAIRE

Offeror’s Name

Client/Customer Company Name

Questionnaire Respondent Name & Title

Respondent’s Phone Number

E-mail:

Project/Task Order/Contract/ Name

Contracting Officer’s (CO) Name

CO’s Phone Number: E-Mail:

Contract/TO Period of Performance:

EVALUATION

Below are listed specific questions relating to the Contractor’s performance in the areas of quality, timeliness, cost control, business relations and customer satisfaction. Please rate the Contractor for each question on a scale from Excellent to Unsatisfactory. Indicate your rating by shading/highlighting your selected rating for each question. A “Comment” section is provided below each question. Please type documentation/narrative in the “Comment” section to support the rating given. Please e-mail the completed questionnaire to the IRS Procurement Office, CO Shantice Wright at shantice.m.wright@irs.gov.

Excellent - Contractor’s experience and capabilities significantly exceeded most or all contract requirements. Furthermore, the Contractor provided significant, unusual, unique, or worthwhile features or benefits and experience and capabilities or customer satisfaction.

Good - Very little risk anticipated with experience and capabilities or lack of customer satisfaction. Contractor’s performance fully exceeded many of the contract requirements. Contractor’s performance has resulted in a high level of efficiency and productivity and quality.

Satisfactory – Contractor’s experience and capabilities are acceptable. Contractor’s performance meets the contract requirements. Minimum potential for risk exists.

Unsatisfactory - Most or all elements of the Contractor’s experience and capabilities clearly do not meet expectations of the requirements or criteria and poses a high level of risk.

Neutral - No record of relevant past/present performance exists or relevant past/present performance history is not available.

1. QUALITY

E G S U N

a) Quality of technical data/report preparation efforts

b) Ability to meet quality standards specified for technical performance

c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance

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

Please provide comments to substantiate the assigned rating. At a minimum, provide comments to substantiate any rating that is checked Excellent (E), Good (G), Unsatisfactory (U) or Not Applicable (N)

2. SCHEDULE/TIMELINESS OF PERFORMANCE:

E G S U N

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)

b) Rate the Contractor's use of available resources to accomplish tasks identified in the contract

Please provide comments to substantiate the assigned rating. At a minimum, provide comments to substantiate any rating that is checked Excellent (E), Good (G), Unsatisfactory (U) or Not Applicable (N)

3. CUSTOMER SATISFACTION:

E G S U N

a) To what extent were the end users satisfied with the project?

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)

c) To what extent was the contractor cooperative, businesslike, and concerned with the interests of the customer?

d) Overall customer satisfaction

Please provide comments to substantiate the assigned rating. At a minimum, provide comments to substantiate any rating that is checked Excellent (E), Good (G), Unsatisfactory (U) or Not Applicable (N)

4. MANAGEMENT/PERSONNEL/LABOR:

E G S U N

a) Effectiveness of on-site management, including management of subcontractors, suppliers, materials, and/or labor force?

b) Ability to hire, apply, and retain a qualified workforce to this effort

c) Government Property Control

d) Knowledge/expertise demonstrated by contractor personnel

e) Utilization of Small Business concerns

f) Ability to simultaneously manage multiple projects with multiple disciplines

g) Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes

h) Effectiveness of overall management (including ability to effectively lead, manage and control the program) I) Effectively transition personnel and operations when taking over from the incumbent contractor?

Please provide comments to substantiate the assigned rating. At a minimum, provide comments to substantiate any rating that is checked Excellent (E), Good (G), Unsatisfactory (U) or Not Applicable (N)

5. COST/FINANCIAL MANAGEMENT:

E G S U N

a) Ability to meet the terms and conditions within the contractually agreed price(s)?

b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client

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)

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

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.

Please provide comments to substantiate the assigned rating. At a minimum, provide comments to substantiate any rating that is checked Excellent (E), Good (G), Unsatisfactory (U) or Not Applicable (N)

6. SAFETY/SECURITY:

E G S U N

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.)

b) Contractor complied with all security requirements for the project and personnel security requirements.

Please provide comments to substantiate the assigned rating. At a minimum, provide comments to substantiate any rating that is checked Excellent (E), Good (G), Unsatisfactory (U) or Not Applicable (N)

7. GENERAL:

E G S U N

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).

b) Compliance with contractual terms/ provisions (explain if specific issues)

c) In summary, provide an overall rating for the work performed by this contractor.

Please provide comments to substantiate the assigned rating. At a minimum, provide comments to substantiate any rating that is checked Excellent (E), Good (G), Unsatisfactory (U) or Not Applicable (N)