B02 Attach 9 Past Performance Questionnaire.docx

Attachment 9 Past Performance Questionnaire ODR&R Data Analytics Product and Support Services

RFQ: 73351024R0015

Past Performance Questionnaire Each offeror must submit (as part of the technical quote) Past Performance Information on a minimum of three (3) contracts performed for services comparable to the government's requirement in the last 3 years and must be contracts performed with similar scope and complexity, as this requirement. For each reference, include the following information. Please return this package with your quotation.

NOTE: If you are subcontracting then provide the prime contractor’s name when submitting the past performance, otherwise the past performance will not be accepted.

Contract Information Project title:

Description of the project:

(what type of services were performed and to what volume were those services performed)

Identify whether the work was done as the prime of subcontractor:

Contract number and or Task/Call order:

Period of performance:

Type of Contract:

Contract Value:

Current contract status:

(e.g., completed and/or if in progress)

Key Personnel who worked on the relevant project:

Company Information Company Point of Contact:

Company Address:

Company DUNS:

Company phone number:

Company email:

GSA Schedule (If applicable)

Government Agency/Organization COR’s name:

COR's Agency:

COR’s address:

COR’s phone number:

COR's Email:

Contracting Officer’s name:

Contracting Officer’s Agency:

Contracting Officer’s address:

Contracting Officer’s phone number:

Contracting Officer’s Email:

1. A brief narrative of why the referenced contract is relevant to this effort

2. The organizations history of successful completion of projects; history of producing high-quality; history of staying within budget.

3. The quality of cooperation and performance between your organization and its clients.

4. A discussion of any situations encountered on the identified contract and the corrective action taken by the Offeror.

Past Performance Questionnaire

The Offeror shall complete the company specific information on this form, contact their clients, forward this form to their clients and request that their clients complete it (verify/concur and score) and send it via email to Patrick Ferguson at patrick.ferguson@sba.gov and Tracie Gutierrez at tracie.gutierrez@sba.gov. This will expedite the response from each referenced source.

Two forms are provided to complete the evaluation: 1) Performance Rating Form; and 2) Supplemental Comment Form. Upon completion of this form, please submit it as an email attachment to the above listed individuals and in the subject line of the email it should read “73351024R0015 – Past Performance Questionnaire – Insert Evaluated Company’s Name.”

The following standards shall be used in arriving at the rating.

Performance Rating Form

Name of Company Evaluated:

Address of Company Evaluated:

Contracting Officer or Contracting Officer Representative Name, Address, Telephone Number and Email Address

Type of Services Performed:

Technical Performance (Quality of Product or Service)

1. Quality of Technical Approach

(For example: Were the services comprehensive, complete, and feasible? (Met the needs, performed successfully, and accommodated changing requirements.)

2. Understanding of the Requirement

(For example: Did the contractor show an understanding of the scope of the requirements and an appreciation of the complexity of the requirements? And did the contractor effectively identify flaws, inconsistencies, and other inaccuracies in your technical direction?)

Timeliness of Performance

3. Effective and Efficient use of Resources

(For example: Was the contractor able to obtain in a timely manner the amount and type of personnel resources required to support the project, effectively train personnel to perform the work required for the project, and maintain the required workforce throughout the term of the contract?)

4. Timeliness of Performance

(For example: Was the contractor successful in planning and proposing realistic schedules, monitoring performance, completing work on time, and implementing corrections/changes in a timely manner?)

Quality / Customer Satisfaction

5. Quality of Performance/Customer Satisfaction

(For example: Was the contractor committed to customer satisfaction?)

6. Business Behavior

(For example: Was the contractor reasonable and cooperative at the corporate and program levels in response to changes in technical direction, correcting errors, poor performance, criticism/rejection of contract deliverables and other quality issues?)

7. Communication

(For example: Did the contractor work and communicate well with contracting officers, contracting officer’s technical representatives, end users, other contractors, subcontractors, and in-house staff?)

Cost Control

8. Cost Control

(For example: Was the contractor successful in planning and proposing realistic costs, monitoring performance, operating at or below budget, and implementing corrections/changes in a cost-effective manner?)

9. Given the choice, would you do business with this contractor again?

Additional Comment Form

Please provide any additional comments regarding your performance element ratings in the space below. Please add additional pages as necessary.