Past_Performance_Questionnaire.docx

PAST PERFORMANCE QUESTIONNAIRE

The company from whom you received this questionnaire is proposing on a solicitation to provide services 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 it to Karen.green@occ.treas.gov. Do not submit the completed questionnaire to the offeror proposing on this solicitation. If you have questions, please contact Karen A. Green at (202) 649-8120.

This survey pertains to (Offeror Name): __________________________________________ Solicitation Number: ____________________________________________________________ Date of Survey: ________________________________________________________________ Name of Person Completing Survey: _______________________________________________ Signature of Person Completing Survey: _____________________________________________ Your Company/Agency: _________________________________________________________ Your Role in this Contract: _______________________________________________________ Period of Performance for Contract: ________________________________________________ General description of products/services required under the contract: ______________________

RATINGS

Please answer each of the following questions with a rating that is based on objective measurable performance indicators to the maximum extent possible.

Assign each area a rating of either 4 (Excellent), 3 (Good), 2 (Acceptable), or 1 (Unacceptable). Use the attached Rating Guidelines as guidance in making these evaluations. Circle the appropriate rating. Annotate with N/A if not a rating consideration or inapplicable to the contract effort.

QUALITY OF PRODUCT OR 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 product/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 contract delivery schedules and/or task 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:

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:

Request for Proposal – Advanced Capital Markets Instructor-Led Training

RFP #CC15HQR0021

Attachment 4

Rating Guidelines