Attachment 0007 - Past Performance Survey.docx

DOCX document 35 KB Posted

Attached to
REO Case Management Support Services - Solicitation Amendment 00002 Federal contract opportunity
Solicitation number
86615622R00009
Issued by
Department of Housing and Urban Development

About this file

This document contains a past performance survey template and information about a related federal contract opportunity for REO case management support services. The Department of Housing and Urban Development (HUD) is seeking a contractor to provide Real Estate Owned (REO) case management support services via a FedRAMP compliant, commercial web-based Software as a Service (SaaS) subscription. The solicitation is seeking proposals for a hybrid firm fixed price and indefinite delivery indefinite quantity contract with a one year base period and four one year option periods to provide HUD staff and partners with case management and workflow tracking capabilities. Proposals are due by June 20th, 2022 and the NAICS code is 518210 with a small business size standard of $35 million. The survey template is to be used to collect past performance information on the contractor or key personnel for the designated project for evaluation.

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Other files for this federal contract opportunity

Other files attached to REO Case Management Support Services - Solicitation Amendment 00002, newest first.
File Type Posted
Solicitation Amendment 00002 86615622R00009 (Conformed Copy 07192022).pdf PDF
SF 30 - Solicitation Amendment 00002 07192022.pdf PDF
SF 30 - Solicitation Amendment 00002 07192022.pdf PDF
Attachment 0003 - Price Schedule (Revised 07192022).xls XLS spreadsheet
Solicitation Amendment 00002 86615622R00009 (Conformed Copy 07192022).pdf PDF
Attachment 0004 - Sample Price Breakdown with Rates (Revised 07192022).xls XLS spreadsheet
SF 30 Solicitation Amendment 00001.pdf PDF
Attachment 0001 - Performance Work Statement (Revised 06152022).docx DOCX document
Solicitation Amendment 86615622R00009 (Conformed Copy).pdf PDF
PWS Attachment 18 - Standard Report Listing (Revised 06152022).pdf PDF
Attachment 0004 - Sample Price Breakdown with Rates (Revised 06152022).xlsx XLSX spreadsheet
Attachment 0005 - Labor Category and Hours Breakdown Worksheet without Rates (Revised 06152022).xlsx XLSX spreadsheet
Attachment 0003 - Price Schedule (Revised 06152022).docx DOCX document
Attachment 0008 - Subcontracting Plan Template.docx DOCX document
Attachment 0003 - Price Schedule.docx DOCX document
PWS Attachment 2 - User Groups.pdf PDF
PWS Attachment 1 - Geographical Locations.pdf PDF
PWS Attachment 8 - Sample Inspection Forms.pdf PDF
Attachment 0001 - Performance Work Statement.docx DOCX document
Attachment 0010 - FSM Tasks (Informational Purposes Only).pdf PDF
Attachment 0005 - Labor Category and Hours Breakdown Worksheet without Rates.xlsx XLSX spreadsheet
PWS Attachment 10 - Claim Form 27011.pdf PDF
PWS Attachment 4 - Listing Period Progression.pdf PDF
PWS Attachment 19 - Vendor Performance Reports.pdf PDF
PWS Attachment 16 - Automatic Email Types.pdf PDF
Solicitation 86615622R00009.pdf PDF
PWS Attachment 17 - SFHEDW Flow Chart.pdf PDF
PWS Attachment 7 - Accounting Post Codes.pdf PDF
PWS Attachment 12 - Payee Types and NAID Status.pdf PDF
PWS Attachment 6 - WON Categories.pdf PDF
PWS Attachment 14 - Sales Cancellation Reason Codes.pdf PDF
PWS Attachment 15 - Contract Extension Reasons.pdf PDF
PWS Attachment 9 - Reconveyance Status.pdf PDF
Attachment 0006 - Past Performance Information.docx DOCX document
Attachment 0009 - A and M Tasks (Informational Purposes Only).pdf PDF
Attachment 0011 - MCM Tasks (Informational Purposes Only).pdf PDF
Attachment 0002 - Quality Assurance Surveillance Plan.doc DOC document
Attachment 0004 - Sample Price Breakdown with Rates.xlsx XLSX spreadsheet
PWS Attachment 18 - Standard Report Listing.pdf PDF
PWS Attachment 5 - Data Mapping.pdf PDF
PWS Attachment 13 - Contract Data Elements.pdf PDF
PWS Attachment 11 - Note Categories.pdf PDF
PWS Attachment 3 - Sample Appraisal Review Form.pdf PDF
PWS Attachment 20 - Work Assignment Template.pdf PDF
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Text version

ATTACHMENT 0007 – PAST PERFORMANCE SURVEY

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 Quoter):

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.
E-MAIL
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 Quoter’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.

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