B.05 Attachment 004 - Past Performance Questionnaire.docx
DOCX document 53 KB Posted
- Solicitation number
- FRTIB1-24-Q-0014
About this file
This document is a Past Performance Questionnaire (PPQ) template that is used to collect information about a contractor's past performance on a federal contract. The PPQ covers details about the contractor, the contract, and the client's assessment of the contractor's performance in areas such as quality, schedule, customer satisfaction, management, and cost/financial management. The client is asked to provide an adjective rating (Exceptional, Very Good, Satisfactory, Marginal, Unsatisfactory, Neutral) for various performance criteria and to provide supporting narrative comments. The PPQ is intended to be completed by the client and returned directly to the contracting agency, rather than to the contractor. This PPQ template appears to be related to a solicitation issued by the Federal Retirement Thrift Investment Board for financial statement audit services.
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Other files
| File | Type | Posted |
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| FRTIB1-24-Q-0014 PPQ_Revised Aug 7 2024.docx | DOCX document | |
| Amendment 2 Follow Up Q and A.xlsx | XLSX spreadsheet | |
| FRTIB1-24-Q-0014_Amendment 1.docx | DOCX document | |
| OCFO responses to FS Audit solicitation questions.xlsx | XLSX spreadsheet | |
| B.05 Attachment 002 - FRTIB Banned Technologies.pdf | ||
| B.05 Attachment 001 - NDA Contractor (CTR) Company.docx | DOCX document | |
| B.05 Attachment 003 - QA Template.xlsx | XLSX spreadsheet | |
| B.05 RFQ FRTIB1-24-Q-0014_SF1449.pdf | ||
| B.01 DRFQ Solicitation_FINAL.docx | DOCX document |
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Text version
Past Performance Questionnaire (PPQ) Federal Retirement Thrift Investment Board Form PPQ -0 (2/10/23
INSTRUCTIONS FOR THE REFERENCE: Complete the information below, feel free to add any information you consider relevant and e-mail to Ronald Rheinhardt at david.ouellette@frtib.gov. Please do not return this to the offeror.
CONTRACT INFORMATION (Contractor to complete Blocks 1-4)
| 1. Contractor Information | |
| Firm Name: | CAGE Code: |
| Address: | DUNs Number: |
Phone Number:
Email Address:
Point of Contact: Contact Phone Number:
2. Work Performed as:
Percent of project work performed:
If subcontractor, who was the prime
Prime Contractor (Name/Phone #):
Sub Contractor
Joint Venture
Other (Explain)
3. Contract Information Contract Number:
Delivery/Task Order Number (if applicable):
Contract Type: Firm Fixed Price Cost Reimbursement Other (Please specify): Contract Title:
Contract Location:
Award Date (mm/dd/yy):
Contract Completion Date (mm/dd/yy):
Actual Completion Date (mm/dd/yy): Explain Differences:
Original Contract Price (Award Amount):
Final Contract Price (to include all modifications, if applicable):
Explain Differences:
4. Project Description:
How is this project relevant to project of submission? (Please provide details such as similar equipment, requirements, conditions, etc.)
CLIENT INFORMATION (Client to complete Blocks 5-8)
5. Client Information Name:
Title:
Phone Number:
Email Address:
6. Describe the client’s role in the project:
7. Date Questionnaire was completed (mm/dd/yy):
8. Client’s Signature:
Past Performance Questionnaire (PPQ) Form PPQ -0 (2/10/23
ADJECTIVE RATINGS AND DEFINITIONS TO BE USED TO BEST REFLECT YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE
| Adjectival Rating |
| Definition |
High Level of Confidence
The Offeror’s record of past performance is highly pertinent to this acquisition, demonstrating highly effective performance that would be fully responsive to contract requirements. There is a high level of confidence that the Offeror will successfully perform the required effort with no more than slight risk to successful performance of the required effort.
Moderate Level Of Confidence
The Offeror’s record of past performance is pertinent to this acquisition, and it demonstrates effective performance. There is a moderate level of confidence that the Offeror will successfully perform the required effort with no more than moderate risk to successful performance of the required effort
Low Level of Confidence
The Offeror’s record of past performance is somewhat pertinent to this acquisition. The Offeror’s record of past performance indicates there is substantial risk to successful performance of the required effort..
Neutral
The Offeror lacks a sufficient record of past performance demonstrating their ability to accomplish the requirements in the Statement of Work.
TO BE COMPLETED BY CLIENT
Past Performance Questionnaire (PPQ) Form PPQ -0 (02/10/23)
PLEASE CIRCLE THE ADJECTIVE RATING WHICH BEST REFLECTS YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE. PLEASE EXPLAIN ANY MARGINAL OR UNSATISFACTORY RATINGS GIVEN.
1. QUALITY:
| a) Quality of audit work/report preparation efforts | |||||
| E | VG | S | M | U | N |
| b) Ability to meet auditing standards specified for technical performance |
| E VG S M U N |
| c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance |
| E VG S M U N |
| d) Ability to develop audit findings that were valuable and complied with auditing standards. |
| E VG S M U N |
2. SCHEDULE/TIMELINESS OF PERFORMANCE:
| a) Compliance with contract delivery/completion schedules including any significant intermediate milestones. (If liquidated damages were assessed or the schedule was not met, please address below) |
| E VG S M U N |
| b) Rate the contractor’s use of available resources to accomplish tasks identified in the contract |
| E VG S M U N |
3. CUSTOMER SATISFACTION:
| a) To what extent were the end users satisfied with the performance of the audit? |
| E VG S M U N |
| c) To what extent was the contractor cooperative, businesslike, and concerned with the interests of the customer? |
| E VG S M U N |
4. MANAGEMENT/ PERSONNEL/LABOR
| a) Effectiveness of resource management, including management of subcontractors, suppliers, materials, and/or labor force? |
| E VG S M U N |
| b) Ability to hire, apply, and retain a qualified workforce to this effort | ||||||
| E | VG | S | M | U | N |
| c) Security of Government information (sensitive/confidential documentation, PII, etc.) |
| E VG S M U N |
| d) Knowledge/expertise demonstrated by contractor personnel |
| E VG S M U N |
| f) Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes |
| E VG S M U N |
| g) Effectiveness of overall management of the audit engagement |
| E VG S M U N |
5. COST/FINANCIAL MANAGEMENT
| a) Ability to meet the terms and conditions within the contractually agreed price(s)? |
| E VG S M U N |
Past Performance Questionnaire (PPQ) Form PPQ -0 (02/10/23)
| b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client |
| E VG S M U N |
| c) Contractor’s timeliness and accuracy in submitting invoices with appropriate back-up documentation) |
| E VG S M U N |
| e) If this is/was a Government contract, has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations? Indicate if show cause or cure notices were issued, or any default action in comment section below. | ||
| Yes | No |
| f) Have there been any indications that the contractor has had any financial problems? If yes, please explain below. | ||
| Yes | No |
6. SAFETY/SECURITY
| b) Contractor complied with all security requirements for the project and personnel security requirements. |
| E VG S M U N |
7. GENERAL
| a) Ability to successfully respond to emergency and/or surge situations (including notifying COR, PM or Contracting Officer in a timely manner regarding urgent contractual issues). |
| E VG S M U N |
8. SUPPORTING NARRATIVE
a) Please identify the contractor’s strengths.
b) Please identify the contractor’s weaknesses.
c) Please identify the names of any contractor personnel who you believe significantly contributed to the success of the audit engagement.
d) Would you hire or work with this firm again? (If no, please explain below)
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