Attachment 2 -Past Performance Questionnaire.pdf

Past Performance – Questionnaire

Thank you in advance for filling out this questionnaire for the US Forest Service. We understand that your time is valuable, and we appreciate your input. Your rating is essential in successfully evaluating your contractors past performance.

General Instructions:

1. This form should be completed by the Government Contracting Officer or Contracting

Officer’s Representative.

2. The US Forest Service requests the Government Contracting Officer (CO) or Contracting

Officer’s Representative (COR) completes this questionnaire and submits directly to the US Forest Service by .

3. Provide an adjectival rating for the following questions.

4. Please provide comments to substantiate the assigned rating.

5. E-mail questionnaires to: cassandra.carey@usda.gov.

Name of individual completing the form:

Position Title:

Project name and contract/task order number:

Contract/Task order value:

Brief Description of support provided:

Period of performance:

mailto:cassandra.carey@usda.gov

Adjective Ratings Rating Definition Note

(E) Exceptional Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with few minor problems for which corrective actions taken by the contractor were highly effective.

To justify an Exceptional rating, identify multiple significant events and state how they were of benefit to the Government. A singular benefit, however, could be of such magnitude that it alone constitutes an Exceptional rating. Also, there should have been NO significant weaknesses identified.

(VG) Very Good Performance meets contractual requirements and exceeds some to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

To justify a Very Good rating, identify a significant event and state how it was a benefit to the Government. There should have been no significant weaknesses identified.

(S) 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.

To justify a Satisfactory rating, there should have been only minor problems, or major problems the contractor recovered from without impact to the contract/order. There should have been NO significant weaknesses identified. A fundamental principle of assigning ratings is that contractors will not be evaluated with a rating lower than Satisfactory solely for not performing beyond the requirements of the contract/order.

(M) Marginal Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being evaluated 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.

To justify Marginal performance, identify a significant event in each category that the contractor had trouble overcoming and state how it impacted the Government. A Marginal rating should be supported by referencing the management tool that notified the contractor of the contractual deficiency (e.g., management, quality, safety, or environmental deficiency report or letter).

(U) 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.

To justify an Unsatisfactory rating, identify multiple significant events in each category that the contractor had trouble overcoming and state how it impacted the Government. A singular problem, however, could be of such serious magnitude that it alone constitutes an unsatisfactory rating. An Unsatisfactory rating should be supported by referencing the management tools used to notify the contractor of the contractual deficiencies (e.g., management, quality, safety, or environmental deficiency reports, or letters).

(N/A) Not Applicable

Factor does not apply to contract.

1. Quality

E VG S M U N/A

Ability to meet quality standards specified for technical performance

Timeliness/effectiveness of contract problem resolution without extensive customer guidance

Adequacy/effectiveness of quality control program and adherence to contract quality assurance requirements (without adverse effect on performance)

Please provide comments to substantiate the assigned rating.

2. Schedule/Timeliness of Performance

Compliance with contract delivery/completion schedules including any significant intermediate milestones

Rate the Contractor’s use of available resources to accomplish tasks identified in the contract

3. Customer Satisfaction

To what extent were the end users satisfied with the project?

Contractor was reasonable and cooperative in dealing with your staff (including the ability to successfully resolve disagreements/disputes;

responsiveness to administrative reports, businesslike and communication)

To what extent was the contractor cooperative, businesslike and concerned with the interests of the customer?

Overall customer satisfaction.

4. Management/Personnel/Labor

Effectiveness of on-site management, including management of subcontractors, suppliers, materials and/or labor force?

Ability to hire, apply and retain a qualified workforce to this effort?

Knowledge/expertise demonstrated by contractor personnel

Ability to simultaneously manage multiple projects with multiple disciplines

Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes

Effectiveness of overall management (including ability to effectively lead, manage and control the program)

Effectively transition personnel and operations when taking over the incumbent contractor?

5. Cost/Financial Management

Ability to meet the terms and conditions within the contractually agreed price(s)?

Contractor proposed innovative alternative methods/processes that reduce cost, improved maintainability or other factors that benefited the client

If this is/was a Government cost type contract, please rate the Contractor's timeliness and accuracy in submitting monthly invoices with appropriate back-up documentation, monthly status reports/budget variance reports, compliance with established budgets and avoidance of significant and/or unexplained variances (under runs or overruns)

Is the Contractor's accounting system adequate for management and tracking of costs? If no, please explain in Remarks section.

If this is/was a Government contract, has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations? Indicate if show cause or cure notices were issued, or any default action in comment section below.

Have there been any indications that the contractor has had any financial problems? If yes, please explain below.

6. Workplace Environment

Contractor’s effectiveness in creating an environment in which all people are treated with dignity, fairness, and respect, and where all are free from any type of harassment, intimidation, or bullying

7. General

Ability to successfully respond to emergency an/or surge situations (including notifying COR, PM or Contracting Officer in a timely manner regarding urgent contractual issues).

Compliance with contractor terms/provisions

In summary, please provide an overall rating for the work performed by this contractor