Attachment 1 - Assessor Past Performance Questionnaire.docx

DOCX document 54 KB Posted

Attached to
WWR Recovery Care Coordinator Program Support Federal contract opportunity
Solicitation number
M00264-23-R-0006
Issued by
United States Marine Corps

About this file

This document contains a past performance questionnaire template for a solicitation from the United States Marine Corps seeking recovery care coordinator program support services. Key details include the solicitation number M00264-23-R-0006 for recovery care coordinator services in support of the Wounded Warrior Regiment. Offerors are required to provide the questionnaire to assessors of their relevant past performance and obtain verification of rating responses. Sections address solicitation data, contract information, assessor information, performance rating definitions, and an overall performance rating. Details evaluated include quality, schedule, management, and cost control performance on prior contracts. The questionnaire is to be completed by the assessor and submitted to the Marine Corps Installations National Capital Region - Regional Contracting Office via email.

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Wounded Warrior Regiment Recovery Care Coordinator Solicitation Number: M00264-23-R-0006 Assessor Past Performance Questionnaire

Attachment 1

Instructions:

· Sections I through III are to be completed by the offeror/major subcontractor and provided to the assessor (personnel who had experience with the offeror/major subcontractor on a relevant contract). The offeror must submit with its offer (by the closing date of the solicitation) all copies of Sections I, II, and III of this Questionnaire as provided to assessors.

Note: According to the new DoD Source Selection Procedured dated 20 August 2022, offerors may include subcontractor’s , affiliate companies, sister companies, teaming arrangements, joint venture’s management experience in addition to their own (if applicable). When submitting a subcontractor experience, a commitment signed by offeror and subcontractor certifying that if a contract is awarded resulting from the proposal, the parties commit to joint performance as proposed shall be included and fully executed by both parties to be evaluated or considered. Affiliate companies, sister companies, teaming arrangements, joint venture agreement, etc., will be considered provided that sufficient documentation is included in the proposal. The primary offering entity must demonstrate that the affiliate will perform significant and critical aspects of the contract if awarded. Documentation includes a copy of the signed arrangement such as documented affiliation, a copy of the teaming agreement, a copy of the joint venture agreement, etc

· The Assessor, in turn, will verify Sections II and III, review Section IV, and complete Section V of this Questionnaire. The assessor will submit the completed Questionnaire to the Marine Corps Installations National Capital Region – Regional Contracting Office, at ligaya.wallace@usmc.mil.

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 to the above email address.

I. Solicitation Data (for the proposed effort)

Solicitation Number

Project/Requirement

Customer/Agency

Project/Requirement Description

II. Current or Historical Contract Information (Assessor: If any information is incorrect herein, please annotate and provide the correct information accordingly.)

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

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. Assess the contractor’s Quality of Performance in the following areas.

Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Conformance to Contract Requirements

Conformance to Specifications

Standards of Workmanship

Standards of Workmanship: Technical, professional, environmental, safety, etc.

While all comments are appreciated, please explain below your rationale for ratings of exceptional or unsatisfactory.

c. 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. Assess the contractor’s Schedule Performance in the following areas.

Schedule Performance
Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Completion of Contract/Task Order/Delivery Schedule

Meeting Milestones and Schedules

Submitting Deliverables

While all comments are appreciated, please explain below your rationale for ratings of exceptional or unsatisfactory.

c. 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. Assess the contractor’s Management Performance in the following areas.

Management Performance
Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Management Responsiveness

Subcontract

Program Management

Management Of Personnel

Integrated Product Team Management

Management Responsiveness: Timeliness, completeness, and quality of problem identification, proposal submittal, history of cooperative behavior, effective business relations, teamwork AND customer satisfaction. Subcontract Management: Timely award and management of subcontracts and meeting subcontracting goals for small business, small disadvantaged business, etc.

Program Management: Effectiveness of integration and coordination of all activities required to execute the contract, use of resources, assignment of responsibility, internal coordination and communication, and risk management practices Management Of Personnel: Ability to select, retain, support, and replace personnel with the experience and expertise necessary to accomplish the Government’s requirements within schedule and budget Integrated Product Team Management: Commitment and participation in the Integrated Product Team process

While all comments are appreciated, please explain below your rationale for ratings of exceptional or unsatisfactory.

c. 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.

b. Assess the contractor’s Cost performance in the following areas.

COST CONTROL
Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Cost/Price Estimates

Cost Efficiency

Invoicing

Forecasting Management Cost Control

Cost/Price Estimates: Ability to meet proposed costs and whether actual costs/rates realized reflect negotiated costs/rates.

Cost Efficiency: Realization of any cost reductions or operating efficiencies in accomplishing requirements of the Statement of Work.

Invoicing: Accuracy, completeness, and timeliness of invoices submitted.

Forecasting/Management/Cost Control

While all comments are appreciated, please explain below your rationale for ratings of exceptional or unsatisfactory.

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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