Attachment 6-PAST PERFORMANCE.pdf
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- Solicitation number
- 2043FY-26-R-00007_V1
About this file
This document is a Past Performance Questionnaire template used by the Internal Revenue Service (IRS) Procurement Office to evaluate contractor performance on the Electronic Tax Preparation and Transmission Support (ESTA) contract. The questionnaire is directed to client/customer companies and seeks detailed feedback from project respondents regarding contractor performance across 12 evaluation areas.
The evaluation uses a three-tier rating system—Acceptable, Unacceptable, or Neutral—with supporting comments required for each rating. Acceptable ratings indicate the contractor met or exceeded contractual requirements over the past five years with only minor corrective actions needed. Unacceptable ratings reflect failure to meet contractual requirements with ineffective corrective actions and unacceptably high performance risk. Neutral ratings apply when insufficient performance information exists over the past five years or when an inadequate number of verifiable references are provided. The 12 evaluation questions assess issue identification and mitigation, technical documentation quality, government oversight requirements, multi-project management, technology utilization, cost and schedule management during requirement changes, visibility into performance metrics, stakeholder relations, personnel resource sufficiency, labor mix and skill levels, communication clarity, and subcontractor management. Completed questionnaires must be emailed to the IRS Procurement Office contacts: Ladoris.R.Tuck@irs.gov, Joan.B.Estelly@irs.gov, and Patricia.E.Brown@irs.gov, with Patricia E. Brown identified as the Contracting Officer.
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ATTACHMENT 6 - PAST PERFORMANCE QUESTIONNAIRE
Offeror’s Name
Client/Customer Company Questionnaire
Respondent Name & Title
Respondent’s Phone Number E-mail Address
Project Name Electronic Tax Preparation and Transmission Support (ESTA) Contracting Officer’s (CO)
Patricia E. Brown
Contract Period of Performance
EVALUATION
Below are specific questions relating to the Contractor’s performance in the areas of quality, timeliness, cost control, business relations and customer satisfaction. Please rate the Contractor for each question on a scale as either Acceptable, Unacceptable or Neutral. Indicate your rating by placing an “X” in the box of your selected rating for each question. Please type comments in the section provided below each question to support the rating given. Please email the completed questionnaire to the IRS Procurement Office, Ladoris.R.Tuck@irs.gov, Joan.B.Estelly@irs.gov and Patricia.E.Brown@irs.gov.
ACCEPTABLE: The offeror’s past performance for the contract demonstrated performance that met or exceeded contractual requirements over the past five years. The contractual performance of the element may have contained some minor problems for which proposed corrective actions taken by the contractor appear satisfactory, or completed corrective actions were satisfactory. There was an acceptable amount of risk to successful contract performance.
UNACCEPTABLE: The offeror’s past performance for the contract demonstrated performance that did not meet contractual requirements over the past five years; recovery for those projects is not likely in a timely or cost effective manner. The contractual performance of the element contained serious problem(s) for which the contractor's corrective actions appear or were ineffective. There was an unacceptably high risk that the contractor will not successfully perform.
NEUTRAL: The absence of relevant present and past performance information over the past five years or where the offeror has not provided a sufficient number of references that can be reached who can verify contract performance will result in the assignment of a neutral rating.
The offeror has little or no past performance for similar work upon which to base a meaningful performance risk prediction; therefore the offeror will not be evaluated favorably or unfavorably on past performance.
mailto:Ladoris.R.Tuck@irs.gov mailto:Patricia.E.Brown@irs.gov
1. How well did the Contractor identify and mitigate issues timely and accurately to make informed, proactive and corrective decisions?
Acceptable Unacceptable Neutral
2. How well did the contractor prepare technical documents and reports within budget, schedule, and in accordance with project requirements?
Acceptable Unacceptable Neutral
3. How well did the contractor perform with minimal Government oversight?
Acceptable Unacceptable Neutral
4. How well did the Contract manage multiple projects within your contract/task order?
Acceptable Unacceptable Neutral
Comments:
Comments:
Comments:
5. How well did the Contract utilize proven technologies in the performance of this work effort?
Acceptable Unacceptable Neutral
6. How well did the Contractor manage cost and schedule when changes in legislative or system requirements occurred?
Acceptable Unacceptable Neutral
7. How well did the Contractor provide clear visibility into cost, schedule, performance, and risks?
Acceptable Unacceptable Neutral
8. How well did the contractor successfully deal with stakeholders and effectively mitigate stakeholder concerns and conflicts?
Acceptable Unacceptable Neutral
Comments:
Comments:
9. How would you rate the Contractor’s ability to provide sufficient personnel resources for this effort?
Acceptable Unacceptable Neutral
10. How well did the Contractor provide the right labor mix and skill level of people to meet your requirement?
Acceptable Unacceptable Neutral
11. Did the Contractor have clear and concise lines of communication with all parties?
Acceptable Unacceptable Neutral
12. How well did the contractor effectively manage its subcontractors?
Acceptable Unacceptable Neutral
Comments:
Comments:
ATTACHMENT 7 - PAST PERFORMANCE QUESTIONNAIRE
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