Attachment 2 - Past Performance Questionnaire HPI Data.docx

ATTACHMENT 2 – PAST PERFORMANCE QUESTIONNAIRE

SOLICITATION # 2031JW23Q00095

PAST PERFORMANCE QUESTIONNAIRE

FOR SOLICIATION 2031JW23Q00095

To Quoter:

Please provide this Past Performance Questionnaire package to each of your “Reference” government contracting offices according to the instructions in the Instructions to Quoters of the Solicitation.

To Quoter’s Reference:

The Office of the Comptroller of the Currency (OCC), Office of Management – Acquisition Management requests your assistance in providing past performance information on the Contractor (a prospective “Quoter” under our Solicitation) and corresponding contract listed herein. Please complete this Questionnaire in accordance with the instructions set forth immediately below.

Acquisition Management agrees to protect your information as For Official Use Only/Procurement Sensitive Information consistent with FAR 3.104, as noted in the header on each page of the Questionnaire package.

Instructions for Quoter’s Reference:

1. If you are providing a reference based upon a Federal Government contract, then please complete the attached Past Performance Questionnaire regarding the Quoter based upon your most recent Contractor Performance Report (CPAR) prepared in accordance with FAR 42.15; provided, you do not actually enter your CPARs into the Contractor Performance Assessment Report System (CPARS) or the Past Performance Information Retrieval System (PPIRS). Alternatively, if you are providing a reference for a non-federal Government contract, then please proceed with completing the past performance questionnaire.

NOTE: If your office enters its CPARs into CPARS or PPIRS, please so advise the Acquisition Management contact to that effect rather than completing this Questionnaire. This will enable Acquisition Management to retrieve your latest CPAR for the Quotation on-line from CPARS or PPIRS directly.

2. Please use the attached Rating Instruction (or the equivalent you use in producing CPARs) in providing the rating assessments that best describe the contractor’s performance on your contract.

3. Please send a copy of the completed Questionnaire directly to the Acquisition Management contact by email (preferred) or facsimile to be received timely (i.e., no later than July 26, 2023)

Acquisition Management Contacts Contract Specialist Contact email address: Danielle.Pena@occ.treas.gov Contact phone number: 202.880.0603

Contracting Officer Contact email address: John.Baumert@occ.treas.gov Contact phone number:

RATING INSTRUCTIONS

Please provide your assessment of each factor rated in the Questionnaire by using the following rating scale and corresponding definitions (or the equivalent you use in producing your Contractor Performance Assessment Reports (CPARs), as may be appropriate in each case.

1. Rating Scale:

· Excellent – Performance meets contractual requirements and exceeds many requirements to the Government’s benefit.

· Good – Performance meets contractual requirements and exceeds some to the Government’s benefit.

· Satisfactory – Performance meets contractual requirements.

· Poor – Performance meets contractual requirements with significant Government oversight resulting from several issues that required corrective action.

· Unsatisfactory – Performance does not meet contractual requirements and recovery is not likely in a timely manner.

· Not Applicable (N/A) – Unable to provide a score. Performance in this area not applicable to effort assessed.

PAST PERFORMANCE QUESTIONNAIRE FOR SOLICITATION # 2031JW23Q00095

-TO BE COMPLETED BY THE QUOTER’S (CONTRACTOR’S) REFERENCE –

1. Quoter (Contractor)/Division: ____________________________________________________ Street Address: ___________________________________________________________________ City, State, Zip: ___________________________________________________________________ Province/Country: ________________________________________________________________ CAGE Code: ______________________________________________________________________ SAM Unique Entity ID: ______________________________________________________________________ DUNS + 4 Number: ________________________________________________________________ NAICS Code: ______________________________________________________________________

2. Period Assessed: ___________________________________________________________________

3. Contract#: ________________________________ Order # _____________________________

4. Location of Contractor Performance: ____________________________________________________

5. Reference Contracting Office Representative (COR)________________________________________

6. Contracting Officer Representative (Name/Phone):________________________________________________________________________

7. Contract Award Date/Effective Date: ____________________________________________________

8. Contract Completion Date: ____________________________________________________________

9. Contract Awarded Dollar Value: _______________________________________________________

10. Contract Current Dollar Value: ________________________________________________________

11. Basis for Contract Award (check all that apply):

___ Negotiated ___ Competitive ___ Non-Competitive

12. Type of Contract (check the one that applies):

___ Firm Fixed Priced (FFP) ___ Cost Plus Fixed Fee (CPFF) ___ FFP (Level of Effort) ___ CPFF (Level of Effort) ___ Time and Material (T&M) ___ Labor Hour (LH)

13. Key Subcontractors (list as needed):

Subcontractor Name: ________________________________________________________________ Cage Code: ________________________________________________________________________ DUNS + 4: _________________________________________________________________________ SAM Unique Entity ID: ________________________________________________________________ Effort Performed: ___________________________________________________________________

14. Contract Title & Acquisition Phase: _____________________________________________________

15. Contract Effort Description: __________________________________________________________________________________________________________________________________________________________________________

· Does this contract include a subcontracting plan? ___ Yes ___ No ___ N/A

· Subcontracting under this contract is covered by a [comprehensive] [commercial] [N/A] (select one) small business subcontracting plan.

· Date of latest Subcontracting Report/Summary Subcontracting Report: _____

FACTORS RATED:

1. Quality of Product or Service – Assess the contractor’s conformance to contract requirements, specification, quality of software product and development, and standards of good workmanship (e.g., commonly accepted technical, professional standards).

___Excellent ___ Good ___Satisfactory___ Poor ___ Unsatisfactory ___N/A

Comments: __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

2. Timeliness (Schedule Performance) – Assess the contractor’s timeliness against the completion of the contract, task orders, milestones, delivery schedules, and administrative requirements (e.g. effort that contribute to or effect the schedule variance).

___Excellent ___ Good ___ Satisfactory___ Poor ___ Unsatisfactory ___ N/A

Comments: __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

3. Cost Control – Assess the contractor’s effectiveness in forecasting, managing, and controlling contract cost, including reporting and analyzing variances.

Note: This factor is not rated for firm fixed price, firm fixed priced with economic price adjustment, or firm fixed price level of effort type contracts.

___ Excellent ___ Good ___ Satisfactory___ Poor ___ Unsatisfactory ___ N/A

Comments: __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

4. Business Relations – Assess the integration and coordination of all activity needed to execute the contract, specifically the timeliness, completeness, and quality of problem identification, corrective action plans, proposal submissions, the contractor’s history or reasonable and cooperative behavior, customer satisfaction, timely award and management of subcontract. Include the adequacy of the contractor’s accounting, billing, estimating systems and the and management of subcontractors, including subcontractor costs.

___ Excellent ___ Good ___ Satisfactory ___ Poor ___ Unsatisfactory ___ N/A

Comments: __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

5. Problem Resolution (Management of Key Personnel) – Assess the completeness, timelines, and quality of problem identification, corrective action plans, proposal submissions (especially responses to change orders, engineering proposals or other undefinitized contract actions). The contractor’s performance in selecting, retaining, supporting, and replacing, when necessary, key personnel. The contractor’s history of reasonable and cooperative behavior, and customer satisfaction.

___ Excellent ___ Good ___ Satisfactory___ Poor ___ Unsatisfactory ___ N/A

Comments: __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

6. Utilization of Small Business – Assess the contractor’s success with timely award and management of subcontracts, including whether the contractor met or exceeded small business, small disadvantaged business, small business HUBzone, veteran-owned small business, service disabled veteran-owned small business, and women-owned small business participation and subcontracting goals.

Note: This factor is rated only if FAR 52.212-9 is stated in the award and the contractor is other than a small business.

___Excellent ___ Good ___ Satisfactory ___ Poor ___ Unsatisfactory ___ N/A

Comments: __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

OTHER AREAS ASSESSED:

1. Has the contractor been given cure notice(s), show cause notices(s), suspension of progress payments, or letters of direction, etc.?

___ Yes ___ No ___ N/A

Comments: ___________________________________________________________________________

2. Do you intend to exercise the option on this contract?

___ Yes ___ No ___ N/A

3. Recommendation: Given what you know today about the contractor’s ability to execute what they promised in the proposal, would you award to them today if you had a choice?

___ Yes ___ No

Comments: ___________________________________________________________________________

4. Please provide any additional comments concerning the past performance of the contractor.

Comments: ___________________________________________________________________________