Attachment 3 - Past Performance Template.docx

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Attached to
Transcription Services
Solicitation number
SP4704-25-Q-0021
Issued by

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The document is a Past Performance Template for a federal Request for Quotes (RFQ) for Transcription Services, solicitation number SP4704-25-Q-0021 issued by the Defense Logistics Agency. The template is designed for contractors to provide detailed information about their previous project experiences, including customer overview, project summary, performance metrics, and lessons learned.

The template requires contractors to document specific details such as contract type, dollar value, project scope, performance quality, schedule and budget adherence, customer service, and small business subcontracting goals. Contractors must also describe benefits realized, performance metrics, and industry best practices employed. The comprehensive template aims to help evaluators assess a contractor's past performance and suitability for the transcription services contract by providing a structured approach to presenting previous project achievements and capabilities.

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Attachment 3- Past Performance Template

RFQ: SP4704-25-Q-0021

INSTRUCTIONS

Complete a copy of this template for each project submitted.

CONTRACTOR

Contractor Name:
Name of the Contractor Team Leader or Team Member
Contract Number:
If available
Relevant Contact:
Name of the Contractor Point of Contact for referenced effort
Location:
Address of relevant contact
Phone Number:
Contact number for Contractor Point of Contact, including area code or international prefixes
E-mail address:
E-mail address for Contractor Point of Contact

CUSTOMER OVERVIEW

Customer Name:
Name of the customer organization, including specific division(s) as appropriate for which services are/have been provided.
Number of Employees:
Number of employees in the organization, as well as an estimate or range of the number of employees/users impacted by the given program noted
Geographic Coverage:
Identify the countries/regions/states in which the customer services were provided.
Customer Contact:
Name of the customer’s Program Manager, Sponsor, or other representative with personal interaction with the project described herein. This individual noted should have had personal responsibility and accountability for the success of the program. If more than one representative is provided, include all information for each representative.
Title:
Customer Contact’s stated title
Phone Number:
Contact number for Customer Contact, including area code or international prefixes
E-mail Address:
E-mail address for Customer Contact
Mailing Address:
Customer Contact’s mailing address

PROJECT SUMMARY

General/Contractual

Term of Engagement (start/end):
Identify start and end dates for the given engagement
Contract Type:
Describe the contract vehicle(s) applied (e.g.; Fixed Price, T&M, Performance/incentive based etc.), including any applicable risk/reward incentive arrangements
Dollar Value:
Denote the $US value of the program / Denote the $US value of that part of the program for which you were contracted
Locations in Scope:
Identify the countries/regions/states, which are relevant to the program defined in the referenced contract.
Scope of engagement:
Describe the services performed for the customer
Comparison:
Compare the work of this project to the work under the RFQ.

Performance

Performance Quality
Describe your company’s success in completion of the project, to include the degree of conformance to contractual requirements and the completion of reports and deliverables,
Schedule and Budget
Describe your company’s ability to stay on schedule and within budget during contract performance.
Customer Service
Describe your company’s commitment to customer satisfaction during performance of the contract.
Issues
Describe any problems and issues encountered during contract performance, and discuss your company’s effectiveness in addressing these issues. Please discuss any corrective actions your company implemented in order to resolve contractor performance issues, if any.
Small Business Subcontracting
Discuss whether there were any subcontracting goals under the project, and your company’s success in meeting those goals

Benefits Realized

Performance Metrics:
Describe the metrics used for evaluating the success of the program.
Business Benefits:
Describe the operational, technical and business performance benefits achieved due to this program. If benefits were not realized, indicate why.

Lessons Learned

Describe lessons learned from this program and indicate how they will be leveraged to benefit this requirement.

Industry Best Practices Employed

Describe industry best practices employed by your company and engagements where they are currently used on a recurring basis.

Source Selection Sensitive Information - See FAR 2.101 & 3.104 Source Selection Sensitive Information - See FAR 2.101 & 3.104

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