Attachment_14_-_Past_Performance_Questionnaires.docx

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Life Insurance for the OCC
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CC15HQR0017
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Attachment 14 - Past Performance Questionnaire

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CC15HQR0017

ATTACHMENT 14: PAST PERFORMANCE QUESTIONNAIRE

Please complete the following questionnaire and return it to Margaret Tse at margaret.tse@occ.treas.gov no later than August 7, 2015 at 10:00 AM Eastern Time.

Reference’s Name:

Reference’s Company:

Reference’s Title:

Company you are assessing:

Contract number of company you are assessing:

Period of performance of contract you are assessing:

Dollar value of contract you are assessing:

General description of services under contract you are assessing:

Please answer each of the following questions with a rating that is based on objective measurable performance indicators to the maximum extent possible. Commentary to support very high or very low rating should be noted on the last page.

Assign each area a rating of: 4 (Outstanding), 3 (Good), 2 (Acceptable), 1 (Unsatisfactory) and N/A (Not Applicable). Use the attached Rating Guidelines as guidance in making these evaluations. Circle the appropriate rating.

QUALITY OF SERVICE:

1. Compliance with contract requirements:

1 2 3 4 N/A

2. Accuracy of reports:

1 2 3 4 N/A

3. Level of knowledge, experience, and training of personnel:

1 2 3 4 N/A

4. Capability of personnel to perform required services:

1 2 3 4 N/A

5. Effectiveness of personnel in performing required services:

1 2 3 4 N/A

6. Overall quality of service:

1 2 3 4 N/A

TIMELINESS OF PERFORMANCE:

1. Reliability:

1 2 3 4 N/A

2. Responsive to technical direction:

1 2 3 4 N/A

3. Meets deadlines:

1 2 3 4 N/A

BUSINESS RELATIONS:

1. Effective management, including subcontracts:

1 2 3 4 N/A

2. Reasonable/cooperative behavior:

1 2 3 4 N/A

3. Responsive to contract requirements:

1 2 3 4 N/A

4. Notification of problems:

1 2 3 4 N/A

5. Flexibility:

1 2 3 4 N/A

6. Pro-active vs. reactive:

1 2 3 4 N/A

COST CONTROL

1. Current, accurate and complete billings:

1234N/A
2.Relationship of negotiated costs to actuals:
1234N/A

3. Cost efficiencies:

1 2 3 4 N/A

CUSTOMER SATISFACTION

1. The contractor is committed to customer satisfaction:

a. Contractor Management Personnel (circle one) Yes No

b. Contractor Onsite Facility Personnel (circle one) Yes No

ADDITIONAL COMMENTS:

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