Attachment 0006 - Past Performance Survey Worksheet.docx
DOCX document 32 KB Posted
- Attached to
- Financial Improvement Services Solicitation Notice Federal contract opportunity
- Solicitation number
- 86615524R00003
About this file
This document is a Past Performance Survey Worksheet related to a federal contract opportunity for financial improvement services at the U.S. Department of Housing and Urban Development (HUD), Government National Mortgage Association (Ginnie Mae). The worksheet is to be completed by a government reference for a contractor or key personnel to assess their past performance on criteria such as quality of service, schedule, cost control, business relations, and management of key personnel. The contractor or key personnel is identified, along with the contract information and a summary of the services acquired. The reference is asked to provide an adjectival rating (Exceptional, Very Good, Satisfactory, Marginal, or Unsatisfactory) for each performance criteria and to provide additional comments to substantiate the ratings.
The related federal contract opportunity is a Request for Proposal (RFP) for financial improvement services for Ginnie Mae's Finance Division. This is an 8(a) competitive set-aside procurement with a 1-year base period and four 1-year option periods. The NAICS code is 541211 "Offices of Certified Public Accountants" with a size standard of $26.5M. Proposals are due by 12:00 PM EST on May 3, 2024.
View the file
Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| Solicitation 86615524R00003 Amendment 0001.pdf | ||
| Attachment 0001 - Performance Work Statement (Rvsd 04242024).doc | DOC document | |
| Attachment 0001 - Performance Work Statement.doc | DOC document | |
| Solicitation 86615524R00003.pdf | ||
| Attachment 0007 - List of Government Furnished Property.docx | DOCX document | |
| Attachment 0002 - Quality Assurance Surveillance Plan.doc | DOC document | |
| Attachment 0005 - Past Performance Information Chart.docx | DOCX document | |
| Attachment 0003 - Ginnie Mae Invoicing Clause and ACH Form.docx | DOCX document | |
| Attachment 0008 - Sample Labor Categories Hours BD w out Rates.xlsx | XLSX spreadsheet | |
| Attachment 0009 - Sample Price Breakdown Worksheet w Labor Hours and Rates.xlsx | XLSX spreadsheet | |
| Attachment 0004 - Price Schedule.xlsx | XLSX spreadsheet |
Show all 11
On GovTribe
Work with this file on GovTribe
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
PAST PERFORMANCE SURVEY
SOLICITATION NUMBER: 86615524R00003
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: |
| Click here to enter text. |
| CONTRACT or ORDER NUMBER: |
| Click here to enter text. |
| PROJECT TITLE: |
| Click here to enter text. |
| TOTAL PERIOD OF PERFORMANCE, INCLUDING OPTIONS |
| Click here to enter text. |
PAST PERFORMANCE REFERENCE INFORMATION (To be filled out by the Reference):
| NAME: |
| Click here to enter text. |
| TITLE: |
| Click here to enter text. |
| AGENCY or CUSTOMER: |
| Click here to enter text. |
| PHONE: |
| Click here to enter text. |
| Click here to enter text. |
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:
Click here to enter text.
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.
Click here to enter text.
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
Click here to enter text.
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.
Click here to enter text.
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/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.
Click here to enter text.
File details come from the government source that posted it. Updated .