B05_73351018R0010_Attachment_1_Past-Performance-Questionnaire.doc

RFP 73351018R0010 – SBA Office of Disaster Assistance Data Analysis and Loan Recommendation Services Attachment 1

PAST/PRESENT PERFORMANCE QUESTIONNAIRE

Small Business Administration, Office of Disaster Assistance

Data Analysis and Loan Recommendation Services

RFP 73351018R0010

To Whom It May Concern, The U.S. Small Business Administration (SBA) is conducting a performance evaluation in anticipation of a possible contract award. An offeror interested in proposing on this work has identified you as a Point of Contact (POC) on a pastor present contract which the offeror deems relevant to this effort. We are, therefore, requesting your assistance in completing the attached Past Performance Evaluation Questionnaire so that we may evaluate the offeror under the Factor of Past Performance.

Please provide your comments regarding the overall assessment of the offeror's performance on the contract identified and any additional information that your organization deems relevant to our evaluation team. It is important that your information be as factual, accurate and complete as possible to preclude the need for follow-up by the evaluators.

Please complete and submit the Questionnaire no later than 1:00 PM ET October 4, 2018 via e-mail to the undersigned Contract Specialist at Tracy.Lambert@sba.gov.

If you have any questions relative to the enclosed Questionnaire, please contact me at 703-487-8100 ext. 6714.

Thank you in advance for your assistance.

Sincerely, Tracy L. Lambert

Tracy L Lambert, Contract Specialist

PAST/PRESENT PERFORMANCE QUESTIONNAIRE

When filled in this document is source selection sensitive iaw FAR 3.104

SECTION 1: CONTRACT IDENTIFICATION

A. Contractor Evaluating: Sub-Contractor or Prime __________________________________ B. Contract number: __________________________________________________________

C. Contract type: _____________________________________________________________

D. Was this a competitive contract? Yes ________ No ________

E. Period of performance: _____________________________________________________

F. Initial contract cost: $________________________________________________________

G. Current/final contract cost: $__________________________________________________ H. Reasons for differences between initial contract cost and final contract costs:

I. Description of service provided:

SECTION 2: CUSTOMER OR AGENCY IDENTIFICATION

A. Customer or agency name:

B. Geographic description of services under this contract, i.e. local, nationwide, worldwide, other Commands:

SECTION 3: EVALUATOR IDENTIFICATION

A. Evaluator's name and title: __________________________________________________ B. Evaluator's phone/fax number: ________________________________________________

C. Number of years evaluator worked on subject contract: ____________________________

SECTION 4: EVALUATION

Please indicate your satisfaction with the contractor’s performance by placing an “X” in the appropriate block using the scale provided to the right of each question. This scale is defined as follows:

How satisfied are you with the contractor and/or subcontractor’s history of successful completion of projects

Ability to understand/comply with customer objectives and technical requirements

How was the quality of cooperation and performance between contractor and/or subcontractor’s organization and its client

Effectiveness of assigned personnel in terms of the appropriate mix of education and experience to accomplish the requirement.

Adequacy/effectiveness of quality control program

Quality/effectiveness of sub-contracted efforts

Effectiveness of overall contract management (including ability to effectively lead, manage and control the program)

Timeliness/effectiveness of contract problem resolution without extensive customer guidance

Ability to successfully respond to emergency and/or surge situations

Effectiveness of material management (including Government Furnished Property or Material)

Contractor proposed alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the customer

Contractor implemented responsive/flexible processes to improve quality and timeliness of support.

Contractor was reasonable and cooperative in dealing with your staff (including the ability to successfully resolve disagreements/disputes)

Contractor ability to smoothly transition resources and personnel.

Contractor effectiveness on maintaining continuity of mission support while transitioning/phasing in resources and personnel to support other efforts.

Ability to hire/apply a qualified workforce to this effort.

Ability to retain a qualified workforce on this effort.

Accuracy in forecasting contract costs

Ability to meet forecasted costs and perform within contract costs

Ability to alert Government of unforeseen costs before they occur

Sufficiency and timeliness of cost reporting

SECTION 5: NARRATIVE SUMMARY

1. Government Contracts Only: has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations?

No _____ Yes_____ Default _____ Convenience _____ Pending Terminations _____

If yes, please explain (e.g., inability to meet cost, performance, or delivery schedules, etc).

2. Would you hire this contractor in the future to perform one of your critical and demanding programs?

Yes_____ No ______ If no, please explain why.

3. Please rate and describe the contractor and/or subcontractor’s past performance of data security, including any breaches of data over the past three years, along with the score of the breach.

Rating: Excellent / Very Good / Satisfactory / Poor or Unacceptable

4. Please rate and describe if the contractor and/or subcontractor(s) have a history of producing high-quality loan recommendations; history of completing thorough analysis; history of timely responses, history of determine a proper recommendation has been made; history of quality assurance.

Rating: Excellent / Very Good / Satisfactory / Poor or Unacceptable

5. What were the contractor’s greatest strengths and weaknesses in the performance of the contract?

6. Please provide any additional comments concerning this contractor’s performance, as desired.

Evaluator’s Signature

Date

Thank you for your prompt response and assistance!

Please return this completed questionnaire to:

Email Address: Tracy.Lambert@sba.gov Attention: Tracy Lambert 703-487-8100 ext. 6714