Attachment 5 - Past Performance Questionnaire.pdf

ATTACHMENT 5 - PAST PERFORMANCE QUESTIONNAIRE

Please complete and submit this reference with your proposal package

Section 1 – To be completed by the Contractor

Contractor’s Name:

Address:

Telephone Number:

Point of Contact (POC):

Role of the POC:

Project Title or Brief Description of the Work:

Dates of Performance:

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Section 2 – To be completed by the Reference

Please complete the following questionnaire on behalf of the contractor listed in Section 1.

Only the project listed in Section 1 shall be considered for this evaluation. For each question below, select the rating that best describes the Contractor’s performance. Please provide a narrative explanation where appropriate; any narrative comments are greatly appreciated. If the contractor has completed other work for your agency/organization in the last three (3) years, you may note that as additional comments.

Your responses will be reviewed solely for the purposes of a past performance evaluation and no one other than the Government selection committee will see your response.

Name of Respondent:

Title/Company Name:

Role of Respondent on the Project being Referenced:

Telephone:

Email:

MarkAMitchell Typewriter

47PL0122R0050

QUALITY

1. Overall, how well did the quality of the work conform to the contract requirements?

Excellent - 5 4 3 2 1 - Poor

BUDGET

2. Overall, how was the contractor’s performance with regards to budget?

3. Was the project completed within the original contract budget? Yes No If not, please provide the reason for actual cost differences. (e.g. owner driven changes, differing site conditions, errors and omissions, etc…)

4. Was change order work pricing determined fair and responsible?

SCHEDULE

5. Overall, how was the contractor’s performance with regards to schedule?

6. Did the contractor complete the project within the original contract schedule?

Yes No If not, what were the reasons for changes to the schedule?

Yes No If not, what were the reasons for changes to the schedule?

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MANAGEMENT & STAFFING

7. Did the Contractor staff the job adequately? (PM, Superintendent, etc.) Yes No

8. Were key personnel adequately qualified for their positions? Yes No

9. How well did the prime contractor manage his subcontractors? (e.g.

Coordinating trades, updating subs on changes to the SOW, prompt payment, performance issues, etc…)

10. How effective was the Contractor at communicating with key project stakeholders?

11. How well did the Contractor demonstrate sensitivity to client/tenant concerns? (e. g. Coordination issues, site cleanliness, noise, etc…)

ADMINISTRATION

12. How responsive and responsible was the contractor in administrative areas? (e.g. Documenting progress, responding to RFI’s, processing payments, tracking changes, etc.)

OVERALL

13. How would you rate this Contractor’s overall performance?

MarkAMitchell

PBS PAST PERFORMANCE QUESTIONNAIRE

CONTRACT INFORMATION (Contractor to complete Blocks 1-4)

1. CONTRACTOR INFORMATION

Firm Name:

Address:

Phone Number:

Contact Name:

Email Address:

2. GENERAL WORK INFORMATION

Work performed as: Prime Contractor Sub Contractor Joint Venture Other (Please explain):

Percent (%) of project work performed:

If a subcontractor, who was the prime (Name/Phone #):

3. CONTRACT INFORMATION

Contract Number:

Delivery/Task Order Number (if applicable):

Contract Type: Firm Fixed Price Cost Reimbursement Other (Please explain) Contract Title:

Contract Location:

Award Date (mm/dd/yy):

Original Contract Completion Date (mm/dd/yy):

Actual Completion Date (mm/dd/yy):

Explain Schedule Change:

Original Contract Price (Award Amount):

Final Contract Price (to include all modifications, if applicable):

Explain Differences:

4. PROJECT DESCRIPTION

Complexity of Work: High Med Routine How is this project relevant to project of submission? (Please provide details such as similar equipment, requirements, conditions, etc.)

NOTE: PBS requests that the client complete this Questionnaire and submit it directly back to the offeror.

The offeror will submit this completed Questionnaire to PBS with their proposal, and may duplicate this Questionnaire for future submission on PBS solicitations. Clients are highly encouraged to submit Questionnaires directly to the offeror. However, Questionnaires may be submitted directly to PBS. Please contact the offeror for PBS POC information. The Government reserves the right to verify any and all information on this form.

UEI Number:

Contact Phone Number:

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Use the following adjective ratings and definitions in your evaluation of the Contractor’s performance.

RATING DEFINITION NOTE

(E) Exceptional Performance meets contractual requirements and exceeds many to the Government/Owner’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 was highly effective.

An Exceptional rating is appropriate when the Contractor successfully performed multiple significant events that were of benefit to the Government/Owner. 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/Owner’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.

A Very Good rating is appropriate when the Contractor successfully performed a significant event that was a benefit to the Government/Owner. There should have been no significant weaknesses identified.

(S) Satisfactory Performance meets minimum 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.

A Satisfactory rating is appropriate when there were only minor problems, or major problems that the contractor recovered from without impact to the contract. There should have been NO significant weaknesses identified. Per DOD policy, a fundamental principle of assigning ratings is that contractors will not be assessed a rating lower than Satisfactory solely for not performing beyond the requirements of the contract.

(M) 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.

A Marginal is appropriate when a significant event occurred that the contractor had trouble overcoming which impacted the Government/Owner.

(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 serious problem(s) for which the contractor's corrective actions appear or were ineffective.

An Unsatisfactory rating is appropriate when multiple significant events occurred that the contractor had trouble overcoming and which impacted the Government/Owner. A singular problem, however, could be of such serious magnitude that it alone constitutes an unsatisfactory rating.

(N) Not Applicable

No information or did not apply to your contract Rating will be neither positive nor negative.

MarkAMitchell

TO BE COMPLETED BY CLIENT

CLIENT INFORMATION

Client Information:

Name:

Title:

Phone Number:

Email Address:

Describe the client’s role in the project:

Date Questionnaire was completed (mm/dd/yy):

Client’s Signature:

Instructions: Please select the adjective rating and the Yes/No reply that best reflects your evaluation of the contractor’s performance.

1. QUALITY: E VG S M U N

(a) Quality of technical data/report preparation efforts.

(b) Ability to meet quality standards specified for technical performance.

(c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance.

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

2. SCHEDULE/TIMELINESS OF PERFORMANCE: E VG S M U N

(a) Compliance with contract delivery/completion schedules including any significant intermediate milestones. (If liquidated damages were assessed or the schedule was not met, please address below.)

(b) Rate the contractor’s use of available resources to accomplish tasks identified in the contract.

3. CUSTOMER SATISFACTION: E VG S M U N

(a) To what extent were the end users satisfied with the project?

(b) 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).

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

(d) Overall customer satisfaction.

4. MANAGEMENT/ PERSONNEL/LABOR E VG S M U N

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

(b) Ability to hire, apply, and retain a qualified workforce to this effort.

(c) Government Property Control.

(d) Knowledge/expertise demonstrated by contractor personnel.

(e) Utilization of Small Business concerns.

(f) Ability to simultaneously manage multiple projects with multiple disciplines.

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

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

5. COST/FINANCIAL MANAGEMENT E VG S M U N

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

(b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client.

(c) If this is/was a Government cost type contract, or a CMc/CMc at Risk 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).

(d) Is the Contractor’s accounting system adequate for management and tracking of costs? (If no, please explain in comment section below.)

Yes No

(e) 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.)

Yes No

(f) Have there been any indications that the contractor has had any financial problems? (If yes, please explain in the comment section below.)

Yes No

6. SAFETY/SECURITY E VG S M U N

(a) To what extent was the contractor able to maintain an environment of safety, adhere to its approved safety plan, and respond to safety issues? (Includes: following the users rules, regulations, and requirements regarding housekeeping, safety, correction of noted deficiencies, etc.).

(b) Contractor complied with all security requirements for the project and personnel security requirements.

7. SUSTAINABILITY

Were sustainability methods, processes, or materials incorporated into the project? (If yes, please explain in the comments section below.) Yes No

8. GENERAL E VG S M U N

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

(b) Compliance with contractual terms/provisions (If there were specific issues, please explain in the comments sections below.)

(c) Would you hire or work with this firm again? (If no, please explain in the comments section below.) Yes No

(d) In summary, provide an overall rating for the work performed by this contractor.

COMMENTS SECTION

Please provide additional information below, and attach additional pages if necessary.

Please provide responses to the above questions (if applicable) and/or additional remarks. Also please provide a brief narrative addressing specific strengths, weaknesses, deficiencies, or other comments which may assist our office in evaluating performance risk (please attach additional pages if necessary):

MarkAMitchell