PastPerformanceQuestionnaire401(k).doc
DOC document 42 KB Posted
- Attached to
- Defined Contribution Plan Provider Federal contract opportunity
- Solicitation number
- CC-08-HQ-R-0021
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Past Performance Questionnaire
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PAST PERFORMANCE QUESTIONNAIRE
Solicitation CC-08-HQ-R-0021 For
Company Name
INSTRUCTIONS
The company referenced above is proposing on a solicitation to provide a Defined Contribution Plan to the Office of the Comptroller of the Currency. Past Performance is an extremely important part of the evaluation criteria for this acquisition and your input is important. When you have completed this questionnaire, please email to Marguerite Brown at Marguerite.Brown@occ.treas.gov or fax to (301) 433-6309. If you have questions, please contact Ms. Brown at (202) 874-5096.
I. CONTRACT IDENTIFICATION
A. Company Name (same as above):________________________________
B. Contract Number: ____________________________________________
C. Period of Performance: from _________________ to _____________
Date date
II. EVALUATOR IDENTIFICATION
A. Evaluator name: _____________________________________________
B. Evaluator title: _______________________________________________
C. Evaluator phone number: _______________________________________
D. Evaluator email address: _______________________________________
E. Evaluator signature: ___________________________________________
III. EVALUATION
Please circle one response for each question. When responding to the questions, select the letter that most accurately describes the company’s performance or situation. Select “N” for Neutral if the company has no record of past performance relevant to a particular question.
| E |
| G |
| A |
| M |
| U |
| N |
| Exceptional |
| Good |
| Acceptable |
| Marginal |
| Unacceptable |
| Neutral |
| Performance met all contract requirements and exceeded many to the Government’s benefit. Problems, if any, were negligible and were resolved in a timely, highly effective manner. |
| Performance met all contract requirements and exceeded some to the Government’s benefit. There were a few minor problems which the contractor resolved in a timely, effective manner. |
| Performance met contract requirements. There were some minor problems, and corrective actions taken by the contractor were satisfactory. |
| Performance did not meet some contractual requirements. There were problems, some of a serious nature, for which corrective action was only marginally effective. |
| Performance did not meet contractual requirements. There were serious problems, and the contractor’s’ corrective actions were ineffective. |
| No record of past performance or the record is inconclusive. |
1. How would you rate the quality of this company’s products and service?
E G A M U N
2. How well did the contractor provide for effective overall contract management?
3. Did the contractor commit adequate resources to the contract in a timely fashion to meet the requirement?
4. How would you rate the quality of the company’s investment products?
5. How would you rate the quality of the company’s administrative services?
6. How would you rate the quality and timeliness of reports the company prepares for you?
7. How would you rate the quality of the company’s customer support?
8. How would you rate your employees’ satisfaction with the company?
9. How well did the company meet its implementation schedule?
10. How well did the company handle any problems that occurred during the implementation (conversion)?
11. How would you rate your dealings with company personnel for on-going activities (administration, employee communications, technical support, fund management, trustee services, etc.)?
E G A M U N
12. How would you rate the quality of the staff assigned to support your plan?
13. How would you rate the support the company provided for initial training and plan introduction?
14. Is there any other information you think we should be aware of when considering this company as our 401(k) service provider?
PAGE
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