Atch J.5 - Past Performance Survey - 8-2-24.docx

Attachment __J.5__ - Past Performance Survey Email Survey to CPOFTW@hud.gov Email Subject Line - Name of Offeror Company – 86614624R00003 Innovation in Affordable Housing Student Design and Planning Competition

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) Experience in services to expand the user base of products and services through targeted marketing of data products to various user groups, including social media marketing; developing survey data products such as factsheets or infographics that are tailored to the needs of specific user groups; and performing targeted outreach.

(2) Experience in development, production, and scheduling of new live or recorded webinars, updating of existing webinars, publishing of messages to the user community, and publication of short articles, 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:_________________________________________________

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):

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. The Reference should submit supportive narrative in the additional comments to substantiate the rating for any rating that is checked Exceptional, Very Good, Marginal or Unsatisfactory, If Cost Control is N/A, please explain why. HUD may draw stronger conclusions for CPARs and Past Performance Surveys with supportive narrative that substantiates the rating for any rating that is checked “Exceptional or Very Good” than those without supportive narrative.

1. QUALITY

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

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

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. MANAGEMENT

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. SMALL BUSINESS SUBCONTRACTING (if applicable)

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 Not Applicable

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

6. REGULATORY COMPLIANCE

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)