Attachment F Past Performance Survey.docx
DOCX document 24 KB Posted
- Attached to
- Multifamily Loan Underwriting and Closing Support Services Federal contract opportunity
- Solicitation number
- 86615723R00001
About this file
This document contains a past performance survey template for a contractor bidding on the Multifamily Loan Underwriting and Closing Support Services solicitation. The survey collects feedback on quality of service, schedule, cost control, and business relations for past projects. It asks the reference to summarize the services provided and level of interface with any key personnel. Ratings are sought in five categories using an adjectival scale from exceptional to unsatisfactory. Additional comments are requested to substantiate any marginal or unsatisfactory ratings. Cost control is noted as possibly not applicable, with explanation required.
The related federal contract opportunity seeks contractor services including project management, loan application underwriting, and loan closing administration for Sections 223(a)(7), 223(f), and 221(d)(4) of the National Housing Act. The Department of Housing and Urban Development is the contracting agency. Services are defined in the Performance Work Statement. The solicitation number is 86615723R00001.
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Text version
Attachment F MF Loan Underwriting and Closing Support Services Past Performance Survey
PAST PERFORMANCE SURVEY – 86615722R00008
OFFEROR’S NAME: __________________________
This past performance survey is to be completed on the designated contractor or key personnel as designated below:
PAST PERFORMANCE PROJECT IDENTIFICATON (To be filled out by the Offeror):
| CONTRACTOR OR KEY PERSONNEL NAME: |
| Click here to enter text. |
| CONTRACT or ORDER NUMBER: |
| Click here to enter text. |
| PROJECT TITLE: |
| Click here to enter text. |
| TOTAL PERIOD OF PERFORMANCE, INCLUDING OPTIONS |
| Click here to enter text. |
PAST PERFORMANCE REFERENCE INFORMATION (To be filled out by the Reference):
| NAME: |
| Click here to enter text. |
| TITLE: |
| Click here to enter text. |
| AGENCY or CUSTOMER: |
| Click here to enter text. |
| PHONE: |
| Click here to enter text. |
| Click here to enter text. |
The Department of Housing and Urban Development (HUD) is procuring the services described in the box below. You have been selected by the contractor or key personnel identified above to provide past performance information to HUD to be used in evaluating the offeror’s proposal for this acquisition. Thank you for your input.
Summarize the services acquired here.
If this past performance survey is related to key personnel, please summarize the level of interface you had with the designated key personnel throughout the life of the project you oversaw.
For each of the Five (5) criteria listed below, the rater must choose One (1) Adjectival Rating by checking the box, as applicable. At a minimum, for any rating that is checked Marginal or Unsatisfactory, please submit additional comments to substantiate the rating. If Cost Control is N/A, Please explain why.
1. QUALITY OF SERVICE
| RATING |
| Adjectival Rating |
| Definition |
Exceptional Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective
Very Good Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective
Satisfactory Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory
Marginal Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.
Unsatisfactory Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.
ADDITIONAL COMMENTS:
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2. SCHEDULE
| RATING |
| Adjectival Rating |
| Definition |
Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective
Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective
Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory
Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.
Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.
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3. COST CONTROL
| RATING |
| Adjectival Rating |
| Definition |
Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective
Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective
Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory
Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.
Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.
Not Applicable
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4. BUSINESS RELATIONS
| RATING |
| Adjectival Rating |
| Definition |
Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective
Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective
Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory
Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.
Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.
ADDITIONAL COMMENTS
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