Past_Performance_Questionnaire_Template.docx
DOCX document 26 KB Posted
- Attached to
- OCC/OTS 401(k) Federal contract opportunity
- Solicitation number
- CC13HQR0004
About this file
Past Performance Questionnaire
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Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| Solicitation__CC13HQR0004_Offeror_QA_Version_0004.docx | DOCX document | |
| Amendment_0001 _Solicitation__CC13HQR0004.pdf | ||
| Attachment_6_Subcontracting_Plan_Template.docx | DOCX document | |
| Solicitation__CC13HQR0004_Offeror_QA_Version_0003.docx | DOCX document | |
| Solicitation__CC13HQR0004_Offeror_QA_Version_0002.docx | DOCX document | |
| Solicitation__CC13HQR0004_Offeror_QA_Version_0001.pdf | ||
| Evaluation_Questionnaire.docx | DOCX document | |
| 401(k)_Solicitation_CC13HQR0004.pdf | ||
| APPENDICES.zip | ZIP file | |
| ATTACHMENTS.zip | ZIP file | |
| Solicitation_Notice.docx | DOCX document |
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Text version
401(k) Plan Solicitation# CC13HQR0004
Office of the Comptroller of the Currency Past Performance Questionnaire
Contractor: Insert Company Name The purpose of this questionnaire is to obtain information regarding the quality of the above named Contractor’s past performance relative to a contract, completed or in progress, at your company/agency.
The Office of the Comptroller of the Currency (OCC) seeks the services of an experienced and qualified contractor to provide recordkeeping, investment management, and trustee services for its 401(k) plan. The services under this procurement shall include:
· Investment Management Services with a full range of investment options covering all asset classes
· Administration and Recordkeeping Services
· Daily Valued Recordkeeping System
· Trustee Services
· Education/Communication Services
Handwritten responses are sufficient; however, the preferred method is typed. It is requested that only individual(s) responsible for the administrative oversight of the project (e.g. security specialist, COR, COTR, etc.) respond to this questionnaire. More than one copy of the questionnaire may be submitted if responses from more than one individual are appropriate. Upon completion of the survey, please email to Darryle.Brown@occ.treas.gov. If you have any questions, please email Darryle.Brown@occ.treas.gov. We appreciate your efforts.
PROJECT TITLE AND LOCATION: ______
CONTRACT NUMBER (if applicable):______
AWARD AMOUNT: ______
AWARD DATE: ______
EST/FINAL COMPLETION DATE: _____
Please provide a brief description of the scope of this project so that we determine any similarities to this contract:
II. Evaluator Information
Contact: _______
Title: ______
Email Address: _______
Phone: _______ Alternate Contact: ______
Title: ______
Email Address: _______
Phone: _______ Name of the Agency/Company: ______ Address: _______ Phone: _______ II. INSTRUCTIONS – For each item, highlight or circle the rating that best describes the contractor’s work on this project and provide any additional comments. For items not applicable to your project, please indicate N/A.
| 5= Excellent | No problems, issues, or delays in achieving contract requirements | ||
| 4= Good | Does not impact achievement of contract requirements | ||
| 3=Satisfactory | Requires minor agency resources to ensure achievement of contract requirements | ||
| 2=Marginal | Requires major agency resources to ensure achievement of contract requirements | ||
| 1= Unsatisfactory | Achievement of contract requirement is compromised | ||
| N/A= Not applicable | Does not apply |
| Quality of Service and Deliverables |
| Rating |
| Compliance with contract requirements |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Accuracy of deliverables |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Availability of personnel/ commitment of resources |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Technical excellence |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Quality of workmanship |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
Comments:___________________________________________________________________
| Timeliness |
| Rating |
| Met interim milestones |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Reliable |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Responsive to technical direction |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Completed work on time within proposed schedules |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Timeliness of repair and service requests |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
Comments: ____________________________________________________________________
| Cost/Price Control |
| Rating |
| Within budget (contract value) |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Current, accurate, and complete billings |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Timeliness of billing |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
Comments:____________________________________________________________________
| Business Relations |
| Rating |
| Program Management |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Cooperative, business-like correspondence |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Responsive to contract requirements (technical and administrative) |
| 5 |
/A
| Ability to identify problems and resolve the effectively |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
| Professionalism of personnel |
| 5 |
| 4 |
| 3 |
| 2 |
| 1 |
| N/A |
Comments:____________________________________________________________________
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