Attachment B Past Performance Questionnaire.pdf

ATTACHMENT B - PAST PERFORMANCE QUESTIONNAIRE:

No�ce of Opportunity issued by the

General Services Administra�on Energy Savings Performance Contract (ESPC) Na�onal Deep Energy Retrofit (NDER) Round 6 II Program

ESCOs: Please complete Section 1, and request that your Project Reference complete Section 2 and submit the completed questionnaire directly to .reginald.williams@gsa.gov and frank.campagne@ gsa.gov by 12 noon (EST), May 10, 2024 SECTION 1: CONTRACT INFORMATION (Contractor to complete ques�ons #1-4)

1. Contractor Informa�on:

Firm Name:

Address:

Point of Contact:

Contact Phone Number:

Contact email Address:

2. Work Performed as:

___ Prime Contractor ___Subcontractor ___Joint Venture ___Other (Explain) Percent of project work performed internally (by ESCO):

If subcontractor, who was the prime? (Firm name/phone #):

3. Contract Informa�on:

Contract Number:

Delivery/Task Order Number (if applicable):

Contract Type: ___ ESPC ___Other (If “Other”, please specify type of contract, including

Fixed Price/Cost Reimbursement/Time & Materials/Other):

Contract Title:

Contract Loca�on(s) (city and state):

Type of Buildings/Facili�es (circle all that apply): offices, laboratory space, data centers, warehouses, prisons, courthouses, military bases

Award Date (mm/dd/yy):

Original Scheduled Contract Acceptance (construc�on accepted) Date (mm/dd/yy):

Actual Contract Acceptance (construc�on accepted) Date (mm/dd/yy):

Explain Differences:

Original (awarded) Implementa�on Price (excludes finance and service period costs):

Original (awarded) Contract Price (all costs including design/implementa�on, finance, and service period costs):

Final/Current Contract Total Price: (to include all modifica�ons, if applicable):

Explain Differences:

mailto:heidi.johnson@gsa.gov mailto:sharon.conger@gsa.gov

4. Project Descrip�on:

Complexity of Work: ___High ___Med ___Rou�ne What were the major energy or water conserva�on measures implemented in the contract? (e.g., ligh�ng, controls)

SECTION 2: EVALUATOR INFORMATION (Client Evaluator to complete items #5-7 and Past Performance Ques�onnaire below)

5. Evaluator Informa�on:

Name:

Title:

Phone Number:

Email:

6. Describe the Evaluator’s role in the project:__________________________

7. Evaluator’s Signature: ______________________________________ Date: ________________

INSTRUCTIONS TO EVALUATOR: Thank you for your assistance. Your par�cipa�on is very important to our procurement. Please provide responses to the ques�ons below (as applicable) by circling the appropriate adjec�val ra�ngs. Please also provide brief comments addressing specific strengths, weaknesses, or deficiencies which may assist our office in evalua�ng performance risk (please a�ach addi�onal pages if necessary). The Government reserves the right to verify any and all informa�on on this form.

The completed ques�onnaire must be submi�ed directly by the Evaluator to the General Services Administra�on.

PLEASE SEND BY E-MAIL DIRECTLY TO:

reginald.williams @gsa.gov with a courtesy copy to frank.campagna @gsa.gov mailto:reginald.williams@gsa.gov http://frank.campagna/

ADJECTIVAL RATINGS AND DEFINITIONS

Ra�ng Defini�on

(O) Outstanding Performance was substan�ally and consistently above contract requirements. Contractor displayed an overall superior understanding of contract requirements, and may have used innova�ve approaches leading to enhanced performance.

(AA) Above Average

Performance was above minimum contract requirements. Contractor displayed a thorough understanding of contract requirements.

(S) Sa�sfactory Performance met minimum contract requirements.

(M) Marginal Performance was below minimum contract requirements. Contractor displayed a lack of thorough understanding of contract requirements in one or more significant performance areas.

(U) Unsa�sfactory Performance completely failed to meet the minimum contract requirements. Contractor displayed a total lack of understanding of contract requirements.

(NA) Not Applicable

No informa�on or did not apply to your contract.

PAST PERFORMANCE QUESTIONNAIRE

Please circle (or highlight) the adjec�val ra�ng which best reflects your evalua�on of the contractor’s performance and provide comments explaining your ra�ng. If you need addi�onal space, please a�ach addi�onal pages.

1. QUALITY

a) M&V Reports were �mely and accurate. O AA S M U NA

b) M&V Reports demonstrated that contracted guaranteed savings was met. O AA S M U NA

b) Contractor’s ability to meet quality design and construc�on standards specified for technical performance

O AA S M U NA

c) Timeliness/effec�veness of contract problem resolu�on O AA S M U NA Comments Regarding Quality:

2. SCHEDULE/ TIMELINESS OF PERFORMANCE

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

O AA S M U NA

Comments Regarding Schedule/Timeliness:

3. COMMUNICATION

a) Effec�veness of the contractor’s communica�on strategy (e.g. did you know who to call, did they call you when needed, and were they responsive, etc.)?

O AA S M U NA

b) Contractor’s coopera�on and ability to successfully resolve disagreements/disputes?

O AA S M U NA

Comments Regarding Communica�ons:

4. MANAGEMENT/ PERSONNEL/ LABOR

a) Project Development Phase: Development team was appropriately staffed and supported by ESCO management? Overall effec�veness of program and project management during project development?

O AA S M U NA

b) Implementa�on Phase: Effec�veness of project management, including management of subcontractors, suppliers, materials, and/or labor force.

O AA S M U NA

c) How well did the contractor team handle transi�ons of personnel, either due to changes in personnel or moving into a different phase of the project (e.g. moving from award to construc�on or construc�on into the performance period)?

O AA S M U NA

Comments Regarding Management:

5. COST/ FINANCIAL MANAGEMENT

a) Contractor’s ability to meet the terms and condi�ons within the contractually agreed price?

O AA S M U NA

b) Contractor’s proposal of innova�ve alterna�ve methods/processes that reduced cost, improved maintainability or other factors that benefi�ed the client

O AA S M U NA

c) The contract informa�on provided by the contractor above (in Sec�on 1) appears to be accurate and complete. (If “No,” please explain below.)

Yes No

Comments Regarding Cost/Financial Management:

6. SAFETY/ SECURITY

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 user’s rules, regula�ons, and requirements regarding housekeeping, safety, correc�on of noted deficiencies, etc.)

O AA S M U NA

Comments Regarding Safety/Security:

7. PERFORMANCE SUMMARY

a) If you required similar services in the future, would you hire or work with this firm again? If no, please explain below.

Yes No

b) Provide an overall ra�ng for the work performed by this contractor. O AA S M U NA Summary Comments:

Thank you for completing this questionnaire. Your assistance is sincerely appreciated.