Atch 5 PAST PERFORMANCE SURVEY 86614620Q00002.docx

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Attached to
Study of Sub-metering in Housing and Urban Development Projects Federal contract opportunity
Solicitation number
86614620Q00002
Issued by
Department of Housing and Urban Development

About this file

This document contains a past performance survey template for evaluation of proposals submitted in response to solicitation number 86614620Q00002. The solicitation is for a study of sub-metering utilities in Housing and Urban Development projects. The selected contractor will analyze the effectiveness of installing additional utility meters in public housing, multifamily housing, and rental assistance demonstration projects to shift utility costs from the properties to individual tenants. The past performance survey requests information from references on the quality, schedule, cost control and business relations performance of the contractor or key personnel on a prior, relevant project. Ratings of exceptional, very good, satisfactory, marginal or unsatisfactory are required for each performance area, with comments for exceptional, very good, marginal or unsatisfactory ratings.

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Other files for this federal contract opportunity

Other files attached to Study of Sub-metering in Housing and Urban Development Projects, newest first.
File Type Posted
86614620Q00002 Study of Submetering Utilities Amended Dec 4 2019.docx DOCX document
86614620Q00002 Study of Submetering Utilities Amended Dec 2019.docx DOCX document
Atch 3 Labor Mix 86614620Q00002.xlsx XLSX spreadsheet
Atch 1 Non-Disclosure Agreement 86614620Q00002.docx DOCX document
86614620Q00002 Study of Submetering Utilities 11-25-19.docx DOCX document
Atch 4 PAST PERFORMANCE CHART 86614920Q00002.docx DOCX document
Atch 2 Price and Labor Rates 86614620Q00002 11-25-19.xlsx XLSX spreadsheet
Combo-Synopsis Study of Sub-metering in HUD Projects 11-25-19.docx DOCX document

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Text version

Study of Sub-metering Utilities in HUD Projects

POLICY DEVELOPMENT AND RESEARCH 86614620Q00002

Attachment 5 - Past Performance Survey

PAST PERFORMANCE SURVEY

This past performance survey is to be completed on the designated contractor or key personnel as designated below:

PAST PERFORMANCE PROJECT IDENTIFICATON (To be filled out by the Offeror):

CONTRACTOR OR KEY PERSONNEL NAME:
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CONTRACT or ORDER NUMBER:
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PROJECT TITLE:
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TOTAL PERIOD OF PERFORMANCE, INCLUDING OPTIONS
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PAST PERFORMANCE REFERENCE INFORMATION (To be filled out by the Reference):

NAME:
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TITLE:
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AGENCY or CUSTOMER:
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PHONE:
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E-MAIL
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The Department of Housing and Urban Development (HUD) is procuring the services described in the box below. You have been selected by the contractor or key personnel identified above to provide past performance information to HUD to be used in evaluating the offeror’s proposal for this acquisition. Thank you for your input.

Summarize the services acquired here.
If this past performance survey is related to key personnel, please summarize the level of interface you had with the designated key personnel throughout the life of the project you oversaw.

For each of the Five (5) criteria listed below, the rater must choose One (1) Adjectival Rating by checking the box, as applicable. At a minimum, for any rating that is checked Exceptional, Very Good, Marginal or Unsatisfactory, please submit additional comments to substantiate the rating. If Cost Control is N/A, Please explain why.

1. QUALITY OF SERVICE

RATING
Adjectival Rating
Definition

Exceptional Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective

Very Good Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective

Satisfactory Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory

Marginal Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.

Unsatisfactory Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.

ADDITIONAL COMMENTS:

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2. SCHEDULE

RATING
Adjectival Rating
Definition

Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective

Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective

Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory

Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.

Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.

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3. COST CONTROL

RATING
Adjectival Rating
Definition

Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective

Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective

Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory

Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.

Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.

Not Applicable

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4. BUSINESS RELATIONS

RATING
Adjectival Rating
Definition

Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective

Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective

Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory

Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.

Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.

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