ATTACHMENT 8 - Past Performance Forms.pdf
PDF 236 KB Posted
- Attached to
- J061--PROJECT 675-25-804, Bid-Build (BB) Install Water Tower Projector System at Lake Nona
- Solicitation number
- 36C24826R0107
About this file
This is a Past and Present Performance Questionnaire template used for federal contractor source selection evaluation purposes.
The form collects general contractor information including name, contact details, address, project title, contract number, dollar amount, performance period, and contractor role (Prime, Sub-Contractor, or Key Personnel). Section B captures respondent information for the evaluator completing the assessment. Section D provides a six-point performance rating scale (E, G, S, M, U, N) with definitions ranging from Exceptional to Neutral, requiring narrative explanations for Marginal or Unsatisfactory ratings. The questionnaire evaluates contractor performance across 26 assessment areas on a numeric scale (1-6 with NA option), covering management and supervision, personnel qualifications, quality control, schedule performance, contract change responsiveness, warranty defect resolution, safety compliance, financial practices, and cost proposal accuracy. Additional questions address specific work elements including standing seam metal roof installation, brick veneer installation, HVAC equipment and controls installation, phased construction coordination, cooperation with Government personnel, cure notice issuance, environmental compliance history, and overall performance rating. The form includes a Remarks section for detailed explanations. Completed surveys should be emailed to elizabeth.romero@va.gov. This template is classified as Source Selection Sensitive and For Official Use Only per FAR 2.101 and FAR 3.104, and agencies are instructed to complete separate evaluation forms for each contract held with an offeror within the preceding three years.
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Text version
(WHEN FILLED IN)
SOURCE SELECTION SENSITIVE IAW FAR 2.101 AND FAR 3.104
FOR OFFICIAL USE ONLY
PAST AND PRESENT PERFORMANCE QUESTIONNAIRE
A. GENERAL INFORMATION: (Contractor to be evaluated)
Contractor’s Name:
Telephone Number: Fax Number:
Address: Point of Contact:
E-mail:
Project Title and Brief Description of Work: ______________________________________ *
Contract Number Provided by Offeror: _____________________ Dollar Amount: _______ *
Contract Period or Dates of Performance Provided by Offeror: * Contractor performed as the Prime Contractor Sub-Contractor Key Personnel.
* Note: If offeror holds or has held other contracts with your agency/organization in the last 3 years, please complete separate evaluation forms for those contracts as well.
(WHEN FILLED IN)
SOURCE SELECTION SENSITIVE IAW FAR 2.101 AND FAR 3.104
FOR OFFICIAL USE ONLY
SOURCE SELECTION SENSITIVE IAW FAR 2.101 AND FAR 3.104
FOR OFFICIAL USE ONLY
B. RESPONDENT INFORMATION:
Name of Respondent: Title:
Address: Telephone Number:
Fax Number:
Email Address:
E-MAIL COMPLETED SURVEY FORM TO
PERFORMANCE INFORMATION: Choose the appropriate letter on the scale (E, G, S, M, U, and N) that most accurately describes the contractor’s performance or situation.
PLEASE PROVIDE A NARRATIVE EXPLANATION FOR ANY RATINGS OF M or U.
E G S M U N
Exceptional Good Satisfactory Marginal Unsatisfactory Neutral
Performance meets/met contractual requirements with many exceeded to the Government’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with no more than a few minor problems for which corrective actions taken by the contractor were highly effective.
Performance meets/met contractual requirements with some exceeded to the Government’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with no more than some minor problems for which corrective actions taken by the contractor were effective.
Performance meets/met contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor were satisfactory.
Performance does not meet/did 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 or the contractor’s proposed actions appear only marginally effective or were not fully implemented.
Performance does not meet/did 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.
Performance was not observed or not applicable to the current effort being reported against.
(WHEN FILLED IN)
FOR OFFICIAL USE ONLY
CONTRACTOR’S NAME: CONTRACT NUMBER:
Place an “X” in the appropriate column using the definitions matrix above.
The contractor:
1. Provided experienced managers and supervisors with the technical and administrative abilities needed to meet contract requirements.
1 2 3 4 5 6 NA
2. Demonstrated ability to hire, maintain, and replace, if necessary, qualified personnel during the contract period.
1 2 3 4 5 6 NA
3. Delegated authority to project managers and supervisors commensurate with contract requirements.
1 2 3 4 5 6 NA
4. Home office participated in solving significant local problems. 1 2 3 4 5 6 NA
5. Followed approved quality control plan. 1 2 3 4 5 6 NA
6. Provided effective quality control and/or inspection procedures to meet contract requirements.
1 2 3 4 5 6 NA
7. Corrected deficiencies in timely manner and pursuant to their quality control procedures.
1 2 3 4 5 6 NA
8. Provided timely resolution of contract discrepancies. 1 2 3 4 5 6 NA
9. Identified risks/problems as they occurred. 1 2 3 4 5 6 NA
10. Suggested alternative approaches to problems. 1 2 3 4 5 6 NA
11. Displayed initiative to solve problems. 1 2 3 4 5 6 NA
12. Developed realistic progress schedules. 1 2 3 4 5 6 NA
13. Met established project schedules. 1 2 3 4 5 6 NA
14. Provided timely resolution of warranty defects. 1 2 3 4 5 6 NA
15. Was responsive to contract changes. 1 2 3 4 5 6 NA
16. Provided adequate project supervision. 1 2 3 4 5 6 NA
17. Obtained consent of surety for increases in bonding as work-in-progress increased.
1 2 3 4 5 6 NA
18. Paid subcontractors/suppliers in a timely manner. 1 2 3 4 5 6 NA
19. Provided accurate and complete line item cost proposals including all aspects of work required for each task.
1 2 3 4 5 6 NA
20. With respect to the safety plan, the contractor:
a. Followed the approved safety plan. 1 2 3 4 5 6 NA
(WHEN FILLED IN)
SOURCE SELECTION SENSITIVE IAW FAR 2.101 AND FAR 4.104
FOR OFFICIAL USE ONLY
b. Had no significant safety problems at the job site. 1 2 3 4 5 6 NA
21. The contractor met contractual requirements for the following work elements:
a. Installation of standing seam metal roof 1 2 3 4 5 6 NA
b. Installation of brick veneer 1 2 3 4 5 6 NA
c. Installation of HVAC equipment and ductwork 1 2 3 4 5 6 NA
d. Installation of Trane Direct Digital Controls 1 2 3 4 5 6 NA
e. Testing, Adjusting, and Balancing of HVAC systems 1 2 3 4 5 6 NA
f. Phased Construction 1 2 3 4 5 6 NA
22. Cooperated with Government personnel after award. YES NO
23. Was the contractor ever issued a cure or show cause notice under the referenced contract? If yes, explain outcome in “remarks.”
YES NO
24. Would you award another contract to this contractor? If not, explain in “remarks.”
YES NO
25. Has contractor demonstrated a history of environmental compliance? If not, explain in “remarks.”
YES NO
26. How would you rate the contractor's overall performance? 1 2 3 4 5 6 NA
Remarks:
(WHEN FILLED IN)
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