Attachment J.1 Self-Assessment Template.docx
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- Attached to
- National Center on Law and Elder Rights (NCLER)
- Solicitation number
- 7571MN26Q00074
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About this file
This is a Contractor Performance Self-Assessment Template used to evaluate contractor performance across multiple evaluation areas during a specified period of performance. Contractors completing this template must provide detailed narratives and ratings for each relevant evaluation category, substantiated with supporting evidence and aligned with the Guidance for the Contractor Performance Assessment Reporting System (CPARS).
The template requires contractors to rate performance in six standard evaluation areas—Quality, Schedule, Cost Control, Management, Small Business Subcontracting, and Regulatory Compliance—plus up to four additional customizable evaluation areas. Each area uses a five-point rating scale: Exceptional, Very Good, Satisfactory, Marginal, and Unsatisfactory, with an N/A option. The template includes detailed definitions for each rating level. An Exceptional rating requires performance that exceeds contractual requirements with multiple significant benefits to the Government and no significant weaknesses. Very Good performance meets requirements and exceeds some with at least one significant benefit and no significant weaknesses. Satisfactory performance meets contractual requirements with only minor problems and recovery from major problems without contract impact. Marginal performance indicates the contractor does not meet some requirements with serious unresolved problems, supported by management documentation. Unsatisfactory performance fails to meet most contractual requirements with ineffective corrective actions and is supported by management deficiency reports or letters. Contractors must complete contractor information fields, select ratings, provide substantiating comments, and include signature and date information from the completing official.
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Other files
| File | Type | Posted |
|---|---|---|
| RFQ questions_Answers.docx | DOCX document | |
| Attachment J-2 Past Perf Questionnaire.docx | DOCX document | |
| 7571MN26Q00074.pdf |
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CONTRACTOR PERFORMANCE SELF-ASSESSMENT
INSTRUCTIONS: Provide a detailed narrative and rating for each of the relevant evaluation areas. Narratives must substantiate your rating selection. The contractor should use the Guidance for the Contractor Performance Assessment Reporting System (CPARS) to assist in preparation of the self-assessment. If further direction is required on how to complete this self-assessment or where to submit it, please contact your Contracting Officer.
CONTRACTOR
CONTRACT NUMBER
ADDRESS
ORDER NUMBER
CITY / STATE/ ZIP
| PERIOD OF PERFORMANCE BEING ASSESSED |
| FROM |
| TO |
CONTRACTING OFFICER’S REP
CONTRACTING OFFICER
1. Quality |_| N/A |_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory
COMMENTS:
2. Schedule |_| N/A |_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory
COMMENTS:
3. Cost Control |_| N/A |_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory
COMMENTS:
4. Management |_| N/A |_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory
COMMENTS:
5. Small Business Subcontracting |_| N/A |_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory
COMMENTS:
6. Regulatory Compliance |_| N/A |_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory
COMMENTS:
7. Other Area:
|_| N/A |_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory
8. Other Area:
|_| N/A |_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory
9. Other Area:
|_| N/A |_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory
10. Other Area:
|_| N/A |_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory
Additional comments to support your response to any item above.
Completed by:
Name:
Title:
Phone Number:
Email Address:
Signature:
Date:
RATING
DEFINITION
NOTE
| Exceptional |
| Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with few minor problems for which corrective actions taken by the contractor were highly effective. |
To justify an Exceptional rating, identify multiple significant events and state how they were of benefit to the Government. A singular benefit, however, could be of such magnitude that it alone constitutes an Exceptional rating. Also, there should have been NO significant weaknesses identified.
Very Good
Performance meets contractual requirements and exceeds some to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with some minor problems for which corrective actions taken by the contractor were effective.
To justify a Very Good rating, identify a significant event and state how it was a benefit to the Government. There should have been no significant weaknesses identified.
| Satisfactory |
| Performance meets contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory. |
To justify a Satisfactory rating, there should have been only minor problems, or major problems the contractor recovered from without impact to the contract/order. There should have been NO significant weaknesses identified. A fundamental principle of assigning ratings is that contractors will not be evaluated with a rating lower than Satisfactory solely for not performing beyond the requirements of the contract/order.
Marginal
Performance does not meet some contractual requirements. The contractual performance of the element being assessed reflects a serious problem for which the Contractor has not yet identified corrective actions. The Contractor's proposed actions appear only marginally effective or were not fully implemented.
To justify Marginal performance, identify a significant event in each category that the contractor had trouble overcoming and state how it impacted the Government. A Marginal rating should be supported by referencing the management tool that notified the contractor of the contractual deficiency (e.g., management, quality, safety, or environmental deficiency report or letter).
| Unsatisfactory |
| Performance does 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. |
To justify an Unsatisfactory rating, identify multiple significant events in each category that the contractor had trouble overcoming and state how it impacted the Government. A singular problem, however, could be of such serious magnitude that it alone constitutes an unsatisfactory rating. An Unsatisfactory rating should be supported by referencing the management tools used to notify the contractor of the contractual deficiencies (e.g., management, quality, safety, or environmental deficiency reports, or letters).
EVALUATION RATING DEFINITIONS
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