0518_Attach_12&13_Client_Letter_&_Contractor_Perf_Form.doc
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- Attached to
- Tribal Training and Technical Assistance Center Federal contract opportunity
- Solicitation number
- 280-18-0518
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Attachments 12 & 13 - Client Letter and Past Performance Forms
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RFP No. 280-18-0518 Attachment 12: Example Client Letter RFP No. 283-16-0490, “BHSIS” Attachment 12
CLIENT LETTER
(Suggested Format)
Subject: RFP No. 280-18-0518 Dear {Insert Client}:
We are currently responding to the Department of Health & Human Services, Substance Abuse and Mental Health Services Administration, for the procurement of a contract entitled, “Tribal Training and Technical Assistance Center.”
The Government is placing increased emphasis in its procurements on past performance as a source selection factor.
It requires that clients of entities responding to solicitations be identified and their participation in the evaluation process be requested.
Based on your knowledge concerning our work, it is requested that you please complete the attached “Contractor Performance Information” form and forward it to the following address by no later than [DATE]_ to:_______________.
Susan Dawson, Contract Specialist 5600 Fishers Lane, Room 17E85D Rockville, MD 20857 Reference: RFP No. 280-18-0518
Susan.Dawson@samhsa.hhs.gov Your cooperation is appreciated. Any questions may be directed to: .
Sincerely, {Insert Offeror} DHHS, SAMHSA: Final ___ Interim___ Report
CONTRACTOR PERFORMANCE INFORMATION
Contractor being EVALUATED:
Contractor Name and Address 1.
Contract Number:
2.
Type of Contract:
3.
Contract Value (Current plus any unexercised options):
4.
Period of Performance (including any option periods):
5. Description of Requirement:
6.
Ratings. Summarize contractor performance and circle or type in the number below that corresponds to the performance rating for each category. Please see the attachment, which explains the rating scale.
| Quality: |
| 0 |
ADVANCE \d2Comments:
| Cost Control: |
| 0 |
Comments:
| Timeliness: |
| 0 |
Comments:
| Business Relations: |
| 0 |
Comments:
| Customer Service: |
| 0 |
Comments:
7. Total score:
Evaluated by:
Agency/Organization ______________________________________________Date ____________
Name and Title _________________________________________Telephone number ____________
Signature _____________________________________________ E-mail address _______________________
Contractor Performance Evaluation
Instructions for Completing Contractor Performance Information Form
Based on the rating area elements presented below and the rating guidelines on the back of this sheet, please evaluate contractor performance in each of the rating areas. On the “Contractor Performance Information” form, circle (or type in the “Comments” area) the rating from 0 to 4 that most closely matches your evaluation of the contractor’s performance. Please add written comments for each rating. If you wish, you may attach additional comments or information. We would also appreciate your answers to the specific questions, if any, on the back of the form. Please return the form to the address indicated on the back of the form. Thank you for your time and your cooperation.
SAMHSA will use the information from this form to evaluate offerors competing for contract awards. We may release the information from this form to the contractor during negotiations or debriefings. If we release information from this form, we will not release your name to the contractor.
Elements within Each Rating Area Quality of Product or Service
Compliance with contract requirements
Accuracy of reports
Appropriateness of personnel
Technical excellence
Cost Control
Within budget
Current, accurate and complete billings
Costs properly allocated
Unallowable costs not billed
Relationship of negotiated costs to actual
Cost efficiencies
Timeliness of Performance
Meets interim milestones
Reliable
Stays on schedule despite problems
Responsive to technical direction
Completes work on time, including wrap-up and contract administration
No liquidated damages assessed
Business Relations
Effective management
Use of performance-based management techniques
Business-like concern for the customer's interests
Effective management and selection of subcontractors
Effective small/small disadvantaged business subcontracting program
Reasonable/cooperative behavior
Effective use of technology in management and communication
Flexible
Minimal staff turnover
Maintains high employee morale
Resolves disagreements without being unnecessarily litigious.
Customer Service
Understands and embraces service and program goals
Team approach with the customer
Satisfaction of end users with the contractor’s service
Positive customer feedback
Prompt responses
Courteous interactions
Effective escalations and referrals
Initiative and proactive improvements
Creative service strategies
Rating Guidelines Quality of Product or Service:
| 0 - Unsatisfactory |
| Nonconformance jeopardizes the achievement of contract goals; default. |
| 1 - Poor |
| Nonconformance requires major agency intervention to ensure achievement |
of contract goals; show cause or cure notices.
| 2 - Fair |
| Quality meets specifications in most cases, however, some agency intervention required to ensure achievement of contract requirements. |
| 3 - Good |
| Quality meets specifications in all cases. |
| 4 - Excellent |
| Quality exceeds specifications in some cases. |
Cost Control:
| 0 - Unsatisfactory |
| Cost increases jeopardize achievement of contract goals; or billings routinely include unallowable costs. |
| 1 - Poor |
| Significant cost increases; or some inaccurate billings including some with unallowable costs. |
| 2 - Fair |
| Minor cost increases; or some inaccurate billings, but a minimal (1-2) number with unallowable costs. |
| 3 - Good |
| Contractor performed within costs; but some late billings, none with unallowable costs. |
| 4 - Excellent |
| Costs were less than the amount cited in the contract; and billings accurate and timely. |
Timeliness of Performance:
| 0 - Unsatisfactory |
| Delays jeopardize the achievement of contract goals. |
| 1 - Poor |
| Other significant delays. |
| 2 - Fair |
| Minor delays. |
| 3 - Good |
| All deliverables on time. |
| 4 - Excellent |
| All deliverables on time with some ahead of schedule; or stays on schedule despite unforeseen circumstances. |
Business Relations:
| 0 - Unsatisfactory |
| Unethical or illegal business practices. |
| 1 - Poor |
| Business practices are not attuned to customer support. |
| 2 - Fair |
| Business practices are somewhat attuned to customer support. |
| 3 - Good |
| Business practices focus on customer support. |
| 4 - Excellent |
| Highly effective, proactive business practices focused on customer support. |
Customer Service:
| 0 - Unsatisfactory |
| Response to service requests is routinely late, ineffective, or rude; customers express frustration or anger about many interactions; complaints are unresolved; contractor seems unaware of service issues. |
| 1 - Poor |
| Response to service requests is often late, ineffective or rude; some complaints are resolved. |
| 2 -Fair |
| Response to service requests is uneven in timing or effectiveness; customer interactions are tenuous; contractor is trying hard and understands service issues. |
| 3 - Good |
| Response to service requests is timely, effective and courteous; customers express positive feedback; delivery of service is smooth and organized; collects customer feedback; customer problems are resolved well. |
| 4 - Excellent |
| Response to service requests is timely, effective and courteous; the contractor is proactive in building good relations with customers, proposing new service strategies, analyzing and reporting on service loads and collecting and using customer feedback. |
Attachment 15
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