16_-_Past_Performance_Reference_Questionnaire_Template.docx
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U.S. Department of Education Office of Federal Student Aid Next Generation Financial Services Environment Optimal Processing Solution Attachment 16 – Past Work Experience Reference Questionnaire
INSTRUCTIONS
Please complete this questionnaire in its entirety, detailing the offeror’s past work experience with your organization. Once complete, please submit it directly to MPDSETeam@ed.gov by no later than November 12, 2019.
Any questions shall be directed to MPDSETeam@ed.gov. Thank you for your confidentiality and promptness.
BACKGROUND & CONTACT INFORMATION
| Question |
| Response |
Your name
Your organization’s name
Your title
Your email address
Your phone number
Offeror (company for which you are providing this reference)
Length of contract for the past work experience with the offeror (month/year to month/year)
Total cost of contract (actual or projected)
PAST WORK EXPERIENCE INFORMATION
| Question |
| Response |
Do you have firsthand knowledge of the offeror’s role, activities, and outcomes in working delivering a [solution] for your organization? (Yes/No) What was your role in the project?
What was the project’s scope? Please provide a brief description of the work performed.
What was the project’s forecasted total cost at the start of the contract?
What was the project’s actual total cost? If relevant, why was the forecast inaccurate?
What was the forecasted project length (months) at the start of the contract?
What was the actual project length (months)? If relevant, why was the forecast inaccurate?
What were the project’s main objectives (please be specific)?
Which of the projects objectives were and were not accomplished?
How did the offeror overcome functional and organizational challenges (e.g., coordination with different offices’ agendas)? Please provide specific examples.
How did the offeror identify and mitigate risk? Please provide specific examples.
What was the offeror’s approach for collaborating with staff throughout your organization and other designated third-parties? Please provide specific examples.
What measurable business outcomes did the offeror deliver (e.g., improved customer satisfaction scores, cost reduction)? What outcomes did they not deliver, and what do you believe was the cause of that?
What is the offeror’s solution-specific track record of adhering to finance reporting and requirements (e.g., clean SSAE18 or other third-party audit report)?
How satisfied were you with the offeror’s ability to deliver on your objectives and goals? Why?
How satisfied were you with the offeror’s record in regard to complying with applicable laws and regulations governing its activity? Why?
How satisfied were you with the offeror’s performance in regard to avoiding errors in information provided to the public, if applicable? Why?
Considering your full experience with the offeror, how likely would you be to recommend them to a colleague or other organization?
Is there anything else about the offeror’s performance that you would like to share with us?
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