5-PastPerformanceForm-SBIC-Examinations.docx

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SBA - Continuous Lender (Financial Institution) Data Feed
Solicitation number
73351018R0008
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5 - Past Performance - Past Experience form - Lender Data Feed

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Past Performance/Past Experience Information

RFP – 73351018R0008

Lender (Financial Institution) Data Feed – SBA - OCA

OFFEROR/CONTRACTOR IS TO FILL OUT THIS FORM AND RETURN WITH PROPOSAL

Contracts & Projects in which Contractor Has Participated Within the Past Three Years

Notes: (1) If Contractor is partnering in any manner, all partners/subcontractors/teaming members should also complete this form, and Contractor shall submit it with the offer. Contractor can combine its past performance/experience with any partner/subcontractor/teaming member or provide separate sheets for each entity.

(2) Contractor may add as many lines as necessary as long as the period of performance for the contract or project is either on-going or has a period of performance that includes time within the past three years.

Contractor’s Name: __________________________________________________________________________________________ Contractor’s DUNS Number: _____________________________________________________________

Provide General Information: (1) Contract’s Identification Number (2) time period for contract (period of performance), (3) Contractor’s connection to contract – whether prime or subcontractor or team member, (4) NAICS code for work.
Federal Agency or Private Entity for which the contract was performed. Include contact information for person in the Federal Agency or Entity who can verify the contract’s terms and Contractor’s performance. Include (1) name, (2) title, (3) phone number, and (4) email address. (Include as many contacts as are relevant.)
*As it relates to this contract, complete one sentence describing size of effort both financially and in terms of tasks or work effort. **As it relates to this contract, complete a second sentence describing Contractor’s accomplishments in terms of price control, and/or quality of work, and/or meeting a performance schedule or deadline.
Complete one sentence describing why this contract or project is similar to this Request for Proposal or relevant to Contractor’s past performance or provides relevant experience, such as the kind or complexity of work, security requirements, accuracy requirement, time sensitivity for performance of tasks, or other reason.

Note that attachments are not permitted in completing this Past Performance Form. Any additional information that Contractor provides shall be in the following Free Form Space (which can be expanded as necessary). The following is Contractor’s Free Form Space to provide any relevant, additional information about contracts identified above: __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

SBA Notes to Evaluators:

· For each contact made or attempted, give date of phone call or email, details of person giving past performance information, and the information obtained. The SBA will be asking references/contacts (1) how the contractor’s performance on the contract in question would be rated – exceptional, good, satisfactory, or poor; and (2) whether the agency or entity would award a contract again to Contractor based on past performance, (3) was the work performed in a timely fashion, and (4) was the end-user satisfied with Contractor’s efforts as to quality, timeliness, cost controls, business relations, and/or customer satisfaction.

· The SBA reserves the right to use other sources of information to obtain past performance on Contractor, such as SBA’s own contacts and website information, such as CPARS (Contractor Performance Assessment Reporting System).

SPACE RESERVED FOR SBA NOTES: (date of contact, person contacted, contact information used, substance of conversation/information provided):________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ RFP – Lender (Financial Institution Data Feed – SBA - OCA Page 1 of 2

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