Attachment 9 - Past Performance Questionnaire.docx

Past Performance Questionnaire (PPQ) Note: This PPQ must be filled out and signed by the past performance reference. The past performance reference must then sign and email the PPQ directly to robert.garske@uspto.gov and kelly.gustafson@uspto.gov with the subject line “Training and Instructional Support Services PPQ”. If additional space is needed, please attach a continuation sheet to your response.

Contractor/ Vendor Name:

Contract Title:

Customer:

Contract Number:

Award Value (including options):

Contract Value (obligated dollars):

Type of Contract:

Period of Performance (including options):

Name of Person Completing Survey:

Email Address:

Phone Number:

Signature of Reference

General description of products/services required under the contract:

Training & Instructional Support Services

RFP # 1333BJ25R00150009

Rating Guidelines

Exceptional Past performance met and exceeded many of the contractual requirements to the customer’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with few or no minor problems for which corrective actions taken by the contractor were highly effective

Very Good Past performance met and exceeded some of the contractual requirements to the customer’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with few or no minor problems for which corrective actions taken by the contractor were effective.

Satisfactory Past performance met minimum contractual requirements. The contractual performance of the element or sub-element may have contained some minor problems for which corrective actions taken by the contractor were effective.

Marginal Past performance did not meet some contractual requirements. The contractual performance of the element or sub-element being assessed reflected a serious problem for which the contractor did not identify corrective actions. If the contractor proposed corrective actions, they were only marginally effective or were not fully implemented.

Unsatisfactory Past performance did not meet most contractual requirements and recovery did not occur in a timely manner. The contractual performance of the element or sub-element contained serious problem(s) for which the contractor's corrective actions were ineffective.

Not Applicable (Neutral) No information or did not apply to your contract.

Except for a rating of not applicable, any rating must be accompanied by a narrative describing how that rating was achieved in relation to the above rating guidelines.

1. TECHNICAL/QUALITY OF SERVICE

· Exceptional ☐ Very Good ☐ Satisfactory ☐ Marginal ☐ Unsatisfactory ☐ Not Applicable Key Considerations:· Compliance with performance work statement/statement of work

· Risk identification and mitigation

· Quality assurance and accuracy

· Performance metrics

· Effectiveness of personnel

· Technical excellence/accomplishments

Narrative for a score other than not applicable:

2. SCHEDULE/TIMLEINESS

· Exceptional ☐ Very Good ☐ Satisfactory ☐ Marginal ☐ Unsatisfactory ☐ Not Applicable Key Considerations:

· Met interim milestones

· Reliability

· Responsive to technical direction

· Completed on time including closeout and contract administration

· Met delivery schedules

3. COST CONTROL (If applicable, for other than firm-fixed-price contracts)

· Exceptional ☐ Very Good ☐ Satisfactory ☐ Marginal ☐ Unsatisfactory ☐ Not Applicable Key Considerations:

· Record of forecasting and controlling target prices

· Current, accurate and complete billings

· Relationship of negotiated prices to actuals

· Price efficiencies

4. MANAGEMENT OR BUSINESS RELATIONS

· Exceptional ☐ Very Good ☐ Satisfactory ☐ Marginal ☐ Unsatisfactory ☐ Not Applicable Key Considerations:

· Effective management, including management of key personnel

· Reasonable/cooperative behavior

· Responsive to contract requirements

· Flexibility

· Proactive vs reactive

· Commitment to customer service

· Timely notification of problems or issues

5. SMALL BUSINESS SUBCONTRACTING

· Exceptional ☐ Very Good ☐ Satisfactory ☐ Marginal ☐ Unsatisfactory ☐ Not Applicable Key Considerations:

· Whether the Contractor provided maximum practicable opportunity for Small Business

· Compliance with all terms and conditions in the contract/order relating to Small Business participation (including FAR 52.219-8, Utilization of Small Businesses and FAR 52.219-9, Small Business Subcontracting Plan (if applicable).

6. REGULATORY COMPLIANCE

· Exceptional ☐ Very Good ☐ Satisfactory ☐ Marginal ☐ Unsatisfactory ☐ Not Applicable Key Considerations:

· Compliance with all contract clause requirements

· Compliance with the reporting requirements of the contract

· Compliance with the quality assurance surveillance plan