S02-3-10-2021 Past Performance Questionnaire_Blank_Fillable PDF.pdf
PDF 264 KB Posted
- Attached to
- P400--436-24-105 Miles City VA Campus Demolition
- Solicitation number
- 36C25926R0047
About this file
This is a Past Performance Questionnaire template used by the federal government to evaluate contractor performance on completed or ongoing contracts. The form is divided into two primary sections: contractor-completed blocks (1-4) and client-completed blocks (5-8), followed by detailed performance evaluation criteria.
The contractor section requires submission of firm identification information (name, CAGE code, DUNs number, contact details), specification of work role (prime contractor, subcontractor, joint venture, or other), contract details (number, type, title, location, award date, completion dates, original and final pricing), project description, and complexity assessment. The client section requests the contracting officer or project manager to provide their name, title, contact information, role description, and signature verification. The performance evaluation section contains seven major assessment categories: Quality (technical data preparation, quality standards adherence, problem resolution, and quality control); Schedule/Timeliness of Performance (delivery compliance and resource utilization); Customer Satisfaction (end-user satisfaction, contractor cooperation, and overall satisfaction); Management/Personnel/Labor (on-site management, workforce qualifications, government property control, personnel expertise, small business utilization, multi-project management, change assimilation, and overall management effectiveness); Cost/Financial Management (price compliance, innovative cost-reduction proposals, invoice accuracy for cost-type contracts, accounting system adequacy, termination history, and financial stability); Safety/Security (safety environment maintenance, security compliance); and General factors (emergency response capability, contractual compliance, and overall work performance). Each performance element uses a six-point rating scale: Exceptional (E), Very Good (VG), Satisfactory (S), Marginal (M), Unsatisfactory (U), and Not Available (N), with mandatory narrative explanations required for any Marginal or Unsatisfactory ratings. The form concludes with space for summary narratives addressing contractor strengths, weaknesses, deficiencies, and general comments relevant to performance risk evaluation.
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Text version
PAST PERFORMANCE QUESTIONNAIRE
Solicitation Number: Project Title:
CONTRACT INFORMATION (Contractor to complete Blocks 1-4)
1. Contractor Information Firm Name: CAGE Code:
Address: DUNs Number:
Phone Number: Email Address:
Point of Contact: Contact Phone Number:
2. Work Performed as: Prime Contractor Sub Contractor Joint Venture Other Percent of project work performed:
If subcontractor, who was the prime (Name/Phone #):
3. Contract Information Contract Number: Delivery/Task Order Number (if applicable):
Contract Type: Firm Fixed Price Cost Reimbursement Other (Please specify):
Contract Title: Contract Location:
Award Date (mm/dd/yy):
Contract Completion Date (mm/dd/yy):
Actual Completion Date (mm/dd/yy):
Explain Differences:
Original Contract Price (Award Amount):
Final Contract Price (to include all modifications, if applicable):
Explain Differences:
4. Project Description:
Complexity of Work High Med Routine How is this project relevant to project of submission? (Please provide details such as similar equipment, requirements, conditions, etc.)
CLIENT INFORMATION (Client to complete Blocks 5-8)
5. Client Information Name: Title:
Phone Number: Email Address:
6. Describe the client’s role in the project:
7. Date Questionnaire was completed (mm/dd/yy):
8. Client’s Signature:
E VG S M U N
Exceptional
(Outstanding) Very Good
(Above Average) Satisfactory Marginal Unsatisfactory Not Available
Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with few minor problems for which corrective actions taken by the Contractor were highly effective
Performance meets contractual requirements and exceeds some to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with some minor problems for which corrective actions taken by the Contractor were effective
Performance meets contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the Contractor appear, or were, satisfactory.
Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being evaluated reflects a serious problem for which the Contractor has not yet identified corrective actions.
The Contractor’s proposed actions appear only marginally effective, or were not fully implemented
Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains a serious problem(s) for which the Contractor’s corrective actions appear or were ineffective
No record of past performance or the record is inconclusive.
1. QUALITY:
a) Quality of technical data/report preparation efforts E VG S M U N a.1. Comments:
b) Ability to meet quality standards specified for technical performance E VG S M U N b.1. Comments:
c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance c.1. Comments:
Section D: Performance Information: Choose the letter on the scale that most accurately describes the contractor’s performance or situation. PLEASE PROVIDE A NARRATIVE EXPLANATION FOR ANY
UNSATISFACTORY OR MARGINAL RATINGS.
d) Adequacy/effectiveness of quality control program and adherence to contract quality assurance requirements (without adverse effect on performance) d.1. Comments:
2. SCHEDULE/TIMELINESS OF PERFORMANCE:
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)
E VG S M U N
2.a.1 Comments:
b) Rate the contractor’s use of available resources to accomplish tasks identified in the contract
2.b.1. Comments:
3. CUSTOMER SATISFACTION:
a) To what extent were the end users satisfied with the project? E VG S M U N
3. a.1. Comments:
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)
3.b.1. Comments:
c) To what extent was the contractor cooperative, businesslike, and concerned with the interests of the customer?
3.c.1. Comments:
d) Overall customer satisfaction E VG S M U N
3.d.1 Comments:
4. MANAGEMENT/ PERSONNEL/LABOR
a) Effectiveness of on-site management, including management of subcontractors, suppliers, materials, and/or labor force?
4.a.1. Comments:
b) Ability to hire, apply, and retain a qualified workforce to this effort E VG S M U N
4.b.1 Comments:
c) Government Property Control E VG S M U N
4.c.1. Comments:
d) Knowledge/expertise demonstrated by contractor personnel E VG S M U N
4.d.1. Comments:
e) Utilization of Small Business concerns E VG S M U N
4.e.1. Comments:
f) Ability to simultaneously manage multiple projects with multiple disciplines
4.f.1. Comments:
g) Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes
4.g.1. Comments:
h) Effectiveness of overall management (including ability to effectively lead, manage and control the program)
4.h.1. Comments:
5. COST/FINANCIAL MANAGEMENT
a) Ability to meet the terms and conditions within the contractually agreed price(s)?
5.a.1. Comments:
b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client
5.b.1. Comments:
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)
5.c.1. Comments:
d) Is the Contractor’s accounting system adequate for management and tracking of costs? If no, please explain in Remarks section.
Yes No
5.d.1. Comments:
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.
5.e.1. Comments:
f) Have there been any indications that the contractor has had any financial problems? If yes, please explain below.
5.f.1 Comments:
6. SAFETY/SECURITY
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
Please provide responses to the questions above (if applicable) and/or additional remarks. Furthermore, please provide a brief narrative addressing specific strengths, weaknesses, deficiencies, or other comments which may assist our office in evaluating performance risk (please attach additional pages if necessary):
requirements regarding housekeeping, safety, correction of noted deficiencies, etc.)
6.a.1 Comments:
b) Contractor complied with all security requirements for the project and personnel security requirements.
6.b.1. Comments:
7. GENERAL
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).
7.a.1. Comments:
b) Compliance with contractual terms/provisions (explain if specific issues)
7.b.1. Comments:
c) Would you hire or work with this firm again? (If no, please explain below)
7.c.1. Comments:
d) In summary, provide an overall rating for the work performed by this contractor.
7.d.1. Comments:
STRENGTHS:___________________________________________________________________________ WEAKNESSES:_________________________________________________________________________ DEFICIENCIES:_________________________________________________________________________ COMMENTS:__________________________________________________________________________
Past Performance Information provided by:
(Printed Name)
Signature: ________________________________________ Date: ____________________________ Organization: _____________________________________ Phone: ____________________________
| Prime Contractor: Off |
| Sub Contractor: Off |
| Joint Venture: Off |
| Other: Off |
| Firm Fixed Price: Off |
| Cost Reimbursement: Off |
| Other Please specify: Off |
| 4 Project Description Complexity of Work High Med Routine How is this project relevant to project of submission Please provide details such as similar equipment requirements conditions etc: |
| undefined: Off |
| undefined_2: Off |
| undefined_3: Off |
| 5 Client Information Name Title Phone Number Email Address: |
| 6 Describe the clients role in the project: |
| 7 Date Questionnaire was completed mmddyy: |
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