Atch J.5 - Past Performance Survey - 06-26-24.docx

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Attached to
Housing Insecurity Research Support for the AHS Federal contract opportunity
Solicitation number
86614624Q00001
Issued by
Department of Housing and Urban Development

About this file

This document is a Past Performance Survey for a federal contract opportunity. The survey is to be completed by a reference for the offeror on the solicitation for Housing Insecurity Research Support for the American Housing Survey (AHS) under Solicitation No. 86614624Q00001. The survey covers five key performance criteria: quality of service, schedule, cost control, business relations, and management of key personnel. The reference is asked to provide an adjectival rating (exceptional, very good, satisfactory, marginal, or unsatisfactory) for each criteria and provide additional comments to substantiate any rating other than satisfactory. The related federal contract opportunity is a Request for Quotations (RFQ) issued by the Department of Housing and Urban Development (HUD) for research and development services to support housing insecurity analysis for the AHS. The contractor will be required to generate a literature review, convene an expert roundtable, develop an analysis plan and index to measure housing insecurity, and produce interim and final reports. This is a 100% small business set-aside with a NAICS code of 541720. Quotes are due by July 19, 2024.

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Attachment __J.5__ - Past Performance Survey Email Survey to CPOFTW@hud.gov____ Solicitation No: 86614624Q00001 Email Subject Line - Name of Offeror Company – Housing Insecurity Research Support for the AHS Solicitation # 86614624Q00001

PAST PERFORMANCE SURVEY

Relevant Past Performance for this solicitation is as follows: Relevant efforts are those that involve one or more of the following:

1. Scale or index development using survey data.
2. Housing insecurity research.

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

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

OFFEROR PRIME CONTRACTOR NAME:_________________________________________________________ OFFEROR PRIME CONTRACTOR DUNS / EIN NO:_________________________________________________

CONTRACTOR
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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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DESCRIPTION OF SERVICES PERFORMED BY OFFEROR: (To be filled out by the Offeror):

Offeror summarizes services performed by the Offeror:

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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CONTRACT OR ORDER VALUE
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CONCURRENCE WITH DESCRIPTION OF SERVICES ABOVE:

[ ] Concur [ ] Do Not Concur Additional Comments (if any):

For each of the Five (5) criteria listed below, the rater must choose One (1) Adjectival Rating by checking the box, as applicable. 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. Exceptional or Good ratings without a narrative will be considered “satisfactory” and marginal or unsatisfactory ratings without a narrative will be considered “marginal.”

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 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 were effective

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

Marginal Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor 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 corrective actions appear or were ineffective.

ADDITIONAL COMMENTS: (Provide comments below if rating is Exceptional, Very Good, Marginal, or Unsatisfactory)

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 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 were effective

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

Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor 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 corrective actions appear or were ineffective.

ADDITIONAL COMMENTS: : (Provide comments below if rating is Exceptional, Very Good, Marginal, or Unsatisfactory)

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 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 were effective

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

Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor 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 corrective actions appear or were ineffective.

Not Applicable

ADDITIONAL COMMENTS: (Provide comments below if rating is Exceptional, Very Good, Marginal, or Unsatisfactory)

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 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 were effective

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

Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor 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 corrective actions appear or were ineffective.

ADDITIONAL COMMENTS: (Provide comments below if rating is Exceptional, Very Good, Marginal, or Unsatisfactory)

5. MANAGEMENT OF KEY PERSONNEL

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 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 were effective

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

Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor 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 corrective actions appear or were ineffective.

ADDITIONAL COMMENTS: : (Provide comments below if rating is Exceptional, Very Good, Marginal, or Unsatisfactory)

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