Attachment 3 Past Performance Questionnaire - fillable.pdf

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Financial Management Support Services
Solicitation number
49100423R0015
Issued by

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This document is a past performance questionnaire template for the solicitation of financial management support services under solicitation number 49100423R0015 from the National Science Foundation Division of Acquisition and Cooperative Support. The template collects information on a prospective contractor's past performance on a relevant task order or contract, including period of performance, contract award and completion dates, dollar values, project title, and contract effort description. Ratings are solicited for quality, schedule, management, and regulatory compliance, along with a recommendation on whether the contractor should be selected. The questionnaire is to be submitted by the quotation due date to the listed individuals.

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Attachment 3 Past Performance Questionnaire

RFQ: 49100423R0015

Please provide your assessment of the prospective quoter's level of past performance on a task order/contract for which you were the reference. Please fill in the below tables and choose the appropriate rating from the drop-down list using the definitions on page two and provide justification for that rating. Submit the questionnaire by the quotation due date to: Bethany Stutler at bstutler@nsf.gov and Jonathan Schmeelk at jschmeel@nsf.gov

Contractor Being Evaluated Company/Government Agency Completing the Questionnaire Period of Performance Being Assessed Contract Award Date Contract Number & Order Number (if applicable) Contract Completion Date Evaluator Name and Agency

Evaluator Email and Phone Total Dollar Value (includes unexercised options; ceiling amount for IDIQ) Current Dollar Value (current obligated amount) Project Title Contract Effort Description (Identify the key requirements and/or type of effort. The description should be detailed enough so that it can be used in determining the relevance of this program or project. Address the complexity of the contract/order effort and the overall technical risk associated with accomplishing the effort. Ensure acronyms are identified. Provide a complete description of the contract/order effort that identifies key technologies, components, subsystems, and requirements. For indefinite delivery vechicles, state the number of orders issued during the period, the number of orders completed during the period, and the number of orders that remain active.

Would you recommend this company for selection?

Attachment 2 Past Performance Questionnaire

RFQ: 49100423Q0060

Rating Definition Justification 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.

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 was 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.

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.

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).

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).

Attachment 2 Past Performance Questionnaire

RFQ: 49100423Q0060

Category and Description Rating (drop down) Justification Quality of Product or Service Contractor’s conformance to contract/order requirements, specifications and standards of good workmanship.

Choose a Rating

Schedule. Assess the timeliness of the contractor against the completion of the contract, task orders, milestones, delivery schedules, and administrative requirements.

Choose a Rating

Management. Assess the integration and coordination of all activity needed to execute the contract/order, specifically the timeliness, completeness and quality of problem identification, corrective action plans, proposal submittals, the contractor’s history of reasonable and cooperative behavior (to include timely identification of issues in controversy), customer satisfaction, timely award and management of subcontracts.

Choose a Rating

Regulatory Compliance Consider failure to report in accordance with contract terms and conditions, late or nonpayment to subcontractors, trafficking violations, tax delinquency, defective cost or pricing data, terminations, suspension and debarments.

Assess compliance with all terms and conditions in the contract/order relating to applicable regulations and codes, Consider aspects of performance such as compliance with financial, environmental, safety, and labor regulations as well as any other reporting requirements in the contract terms and conditions.

Choose a Rating

Choose A Rating

Choose A Rating

Choose A Rating

Choose A Rating

Choose a Recommendation Given what I know today, I would recommend the company for this requirement.

Contractor Being Evaluated:
ICFEvaluator Email and Phone:
JustificationChoose A Rating:
JustificationChoose A Rating_2:
JustificationChoose A Rating_3:
JustificationChoose A Rating_4:
JustificationGiven what I know today I recommend them for similar requirements Choose a Recommendation:
Dropdown1: [ ]
Dropdown2: [ ]
Dropdown3: [ ]
Dropdown4: [ ]
Contract Award Date:
Contract Number Order Number if applicable:
Period of Performance Being Assessed:
CompanyGovernment Agency Completing the Questionnaire:
Contract Completion Date:
Evaluator Name and Agency:
Total Dollar Value includes unexercised options ceiling amount for IDIQ: $
Project Title:
Current Dollar Value current obligated amount: $
Contract Effort Description Identify the key requirements andor type of effort The description should be detailed enough so that it can be used in determining the relevance of this program or project Address the complexity of the contractorder effort and the overall technical risk associated with accomplishing the effort Ensure acronyms are identified Provide a complete description of the contractorder effort that identifies key technologies components subsystems and requirements For indefinite delivery vechicles state the number of orders issued during the period the number of orders completed during the period and the number of orders that remain active:
Would you recommend this company for selection:
Additional Notes::

File details come from the government source that posted it. Updated .