Attachment_J.docx

ATTACHMENT J

FORMAT FOR LETTER REQUESTING PAST PERFORMANCE EVALUATION

Date Name and address of reference Subject: Past Performance of [Name of offeror] Dear Ms./Mr.:

[Name of offeror] is currently providing/has recently provided) residential real estate closing services for your company. These services are/were similar to the services required to be performed under a solicitation for closing agent services issued by the U.S. Department of Housing and Urban Development (HUD). [Name of offeror] intends to submit a proposal in response to the solicitation. HUD is conducting a competitive source selection evaluation process for this solicitation.

An evaluation of relevant past performance is a critical part of the government’s source selection process. Each entity submitting an offer in response to the solicitation is required to list references for which it is currently providing, or has recently provided, services similar to those specified in the solicitation. We intend to list [name of reference] as a reference when we submit our proposal. One of the requirements of the solicitation is that we send this letter and the attached Past Performance Evaluation Survey form to each of our references.

Please evaluate our performance for [name of reference] by completing the enclosed Past Performance Evaluation Survey and emailing or faxing the completed form to:

Christopher Stuart Contract Specialist U. S. Department of Housing and Urban Development Email: Christopher.S.Stuart@hud.gov Fax: 303-672-5062 not later than the date set forth on the form. Please note that you must return the completed survey directly to Mr. Stuart; do not return it to me or anyone at [name of offeror].

Please be specific as to the types and volume of services we furnished, the dates of performance and any other information that will clearly substantiate our past performance history with [name of reference]. The solicitation differentiates between closing services in conjunction with a sales transaction and those for a refinance transaction, so please list those separately.

When received by Mr. Stuart, the completed survey will be marked and treated as “Source Selection Information” in accordance with Federal Acquisition Regulation 3.104, Procurement Integrity. It will not be released except to Government personnel needing the information for source selection purposes and, in the event the survey reveals negative past performance information not previously made known to XYZ Corporation, to us for comments during the source selection process.

Your cooperation in this matter is greatly appreciated.

Respectfully, [offeror’s signature block]