60RRBH21R0004 AAS PPQ - ATTACHMENT 1.docx

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Attached to
RRB-OIG Actuarial Audit Services Federal contract opportunity
Solicitation number
60RRBH21R0004
Issued by
Railroad Retirement Board

About this file

This solicitation requests proposals for actuarial audit services to assist the Office of Inspector General (OIG) of the Railroad Retirement Board (RRB) in auditing the agency's statement of social insurance and statement of changes in social insurance amounts. Offerors must propose fixed prices for performing limited scope actuarial audits for reporting periods covering fiscal years 2021 through 2024, with the work including evaluating the methods, assumptions, data, estimates, and disclosures presented in the statements. Proposals are due by March 12, 2021, with the award intended to provide these audit services over a one-year base period and four optional one-year periods. The technical evaluation factors will be significantly weighted over price in the best value determination.

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RFP 60RRBH21R0004 RRB-OIG Actuarial Audit Services singed by MD.pdf PDF

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Text version

Solicitation No. 60RRBH21R0004 Page 1 of 2 Attachment 1

Actuarial Audit Services

PERFORMANCE EVALUATION FORM & PAST PERFORMANCE QUESTIONNAIRE

Name of Evaluator: ________________________________

Official Position: ________________________________

Name of Company: ________________________________

Company Address: ________________________________

Phone/Fax/Email: ________________________________

Name of Contractor ________________________________

Period of Performance: ________________________________

Contract No. or
Reference’s Name________________________________

Contract Type: ________________________________

Contract Value: ________________________________

Please provide a thorough and complete description of the most recent services you have contracted for from the vendor.

INSTRUCTIONS – For each item, circle the rating that best describes the contractor’s work on this project and provide any additional comments. For items not applicable to your project, please indicate N/A.

5= ExcellentNo problems, issues, or delays in achieving contract requirements
4= GoodDoes not impact achievement of contract requirements
3=SatisfactoryRequires minor agency resources to ensure achievement of contract requirements
2=MarginalRequires major agency resources to ensure achievement of contract requirements
1= UnsatisfactoryAchievement of contract requirement is compromised
For Yes or No Questions:5=Yes & 1=No
N/A= Not applicableDoes not apply

(1) Overall implementation of the contract? 5 4 3 2 1 N/A

Comments:

(2) Ability to pro-actively and aggressively perform 5 4 3 2 1 N/A contract requirements and quality of service?

(3) Effectiveness and reliability of contractor's key personnel? 5 4 3 2 1 N/A

(4) Timeliness of performance, reliability, and ability to meet54321N/A
contractually established deadlines.
(5)Customer satisfaction; was the contractor’s staff responsive,54321N/A
cooperative, and effective in working with your staff, and
were there an adequate number of staff resources?
(6)Effectiveness in interfacing with agency or organization54321N/A
personnel.
(7)Overall business relations with your agency or organization,54321N/A
and the contractors ability to effectively respond to inquiries.
(8)Quality of the contractor’s billing procedures,54321N/A
billing accuracy and resolution of billing discrepancies.
(9)Ability to meet agency’s or organization’s security54321N/A
requirements.

(10) Rate the contractor’s overall technical competence. 5 4 3 2 1 N/A

(11)Based on this contractor’s overall performance,54321N/A
would you award this contractor a similar contract?

File details come from the government source that posted it. Updated .