template- past performance.docx

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Attached to
Center to Improve Program and Project Performance (CIPP4) Federal contract opportunity
Solicitation number
91990022Q0027
Issued by
Department of Education Contracts and Acquisition Management

About this file

This document provides a template for a past performance questionnaire to be completed by both an offeror and assessor for a federal solicitation. The solicitation seeks a contractor to provide services for the Center to Improve Program and Project Performance (CIPP4) through solicitation number 91990022Q0027 issued by the Department of Education Contracts and Acquisition Management. The template includes sections for the offeror to provide details of relevant prior contracts, for an assessor involved with those contracts to verify the information and evaluate the offeror's performance. The assessment covers quality, schedule, management and cost control. Upon completion, the questionnaire is to be submitted to the contracting office by the closing date to be considered during the evaluation process.

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PAST PERFORMANCE QUESTIONNAIRE TEMPLATE

Instructions:

· Sections I through III are to be completed by the Offeror/Major Subcontractor and provided to the assessor (Government personnel who had experience with the Offeror/Major Subcontractor on a previous relevant contract). The assessor, in turn, to verify Sections I through III, complete the questionnaire, and submit to the Contracting Office. The Offeror should also submit with its proposal (by the closing date of the Solicitation) copies of Sections I and II of all questionnaires as provided to assessors.

· Section II to be validated by the assessor. If any information is incorrect herein, please annotate and provide the correct information accordingly.

· Sections III through VII are to be completed in their entirety by the assessor.

Message to the assessor: Your assistance is requested by the USMC to assist with establishing the performance history for the Contractor named below. In efforts to expedite receipt of the requested information, the Contracting Office respectfully requests that you do not mail hard copies. Instead, please e-mail or FAX the completed questionnaire(s) to: [name@usmc.mil or fax to XXX-XXX-XXXX].

I. Solicitation Data (for the proposed effort)

Solicitation Number
[XXXXXX-XX-R-XXXX]
Project/Requirement
[Enter Project Name/Requirement Title]
Customer/Agency
[Enter Project Office]
Project/Requirement Description
[Enter succinct Project/Requirement Description]

II. Current or Historical Contract Information

Assessor: The information listed below is |_| Correct |_| Incorrect.

CONTRACTOR

NAME & ADDRESS:

Contract Number

Type of Contract

Initial
Final

Contract Value

Performance Period Delivery Schedule

Project/Requirement Description

Please select from the following as it applies to this contract:

Contracting Role
|_| PRIME
|_| SUBCONTRACTOR
Termination History
|_| Convenience
|_| Default
|_| N/A

III. Assessor Information

Assessor Name

Title

Phone Number/Email Address

Identify your role in the contract award or administration and the period of your involvement.

Role
Period of Involvement

Procuring Contracting Officer (PCO)

Administrative Contracting Officer (ACO)

Contract Specialist

Contracting Officer’s Representative (COR)

Technical Project Lead/Project Officer

Quality Assurance Specialist

Defense Contract Audit Agency (DCAA) Auditor

Other (Specify)

IV. Evaluation Definitions

Use the following definitions in your assessment of contractor performance.

EXCEPTIONAL
Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-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 contractual performance of the element or sub-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 contractual performance of the element or sub-element 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 contractual performance of the element or sub-element being assessed reflects a serious problem for which the contractor has not yet identified corrective actions. The contractor’s proposed actions appear only marginally effective or were not fully implemented.
UNSATISFACTORY
Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains a serious problem(s) for which the contractor’s corrective actions appear or were ineffective.

V. Performance Evaluation

[Insert within this section and the tables below all applicable elements and sub-elements relating to past performance (e.g., Quality of Product or Service, Schedule Performance, Management Performance, Cost Control, etc.) and explain what these elements and sub-elements encompass.]

1. Quality of Performance

a. What is your OVERALL assessment of the quality of the contractor’s performance?

Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Quality of Performance

Please provide the rationale for your assigned rating.

b.. Did the Government contribute in any way to problems associated with quality as identified in the above assessment? If yes, please explain.

2. Schedule Performance (Timeliness)

a. What is your OVERALL assessment of the Contractor’s ability to meet the schedule?

Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Schedule Performance

Please provide your rationale for the assigned rating.

b. Did the Government contribute in any way to any Schedule problems identified in the above assessment? If yes, please explain.

3. Management Performance

a. What is your OVERALL assessment of the Contractor’s management performance?

Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Management Performance

Please provide rationale for assigned rating.

b. Did the Government contribute in any way to any of the management problems identified in the above assessment? If yes, please explain.

4. Cost Control

a. What is your OVERALL assessment of the Contractor’s ability to forecast, manage, and control costs?

Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Cost Control

Please provide your rationale for the assigned rating.

VI. Overall Rating of Contractor’s performance (technical, schedule, management, and cost) on contract being assessed.

Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory

VII. General Comments:

_____________________________________________________
Assessor’s SignatureDate

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