Past performance Form.docx

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Attached to
Support for Postsecondary Education Statistical Analyses and Data Collection (PESTAD) Federal contract opportunity
Solicitation number
ED-IES-10-R-0012
Issued by
Department of Education Contracts and Acquisition Management

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Past Performance Form

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ATTACHMENT E

CONTRACTOR PERFORMANCE INFORMATION

Contractor Name and Address (Identify Division)

1. Contract Number:

2. Type of Contract:

3. Contract Value (Current plus any unexercised options): $

(Please correct the above as needed.)

4. Period of Performance (including any option periods):

5. Description of Requirement:

6. Ratings. Summarize contractor performance and circle or type in the number below that corresponds to the performance rating for each category. Please see the attachment, which explains the rating scale.

Quality:

Comments:

Problem Resolution:

Comments:

Cost Control:

Timeliness:

Business Relations:

Customer Service:

7. Total score:

U.S. Department of Education

Evaluated by:

Your Agency/Organization______________________________________ Date ___________

(In accordance with the Federal Acquisition Streamlining Act, the following information will not be released to the contractor.)

Your Name and Title _________________________________________

Your Telephone number _________________________

Signature _____________________________________________

E-mail address _______________________

Please return this form to the following address:

U.S. Department of Education Contracts and Acquisitions Management Attn: Zilphia Wright PCP Room 7123 550 12th Street SW Washington, DC 20202-4230

Or e-mail to: Zilphia.Wright@ed.gov Or fax to: 202-245-6292 Attn: Zilphia Wright.

RFP #: PESARD

SOURCE SELECTION INFORMATION—SEE FAR 3.104

Information entered on this form will be used in source selection decisions and is protected under subsection 3.104 of the Federal Acquisition Regulation. Do not disclose information entered on this form to the contractor or to any other person except as authorized by the Department of Education contracting officer.

Supplementary Questions

To assist the Department of Education contracting officer, we would greatly appreciate your taking the time to answer the following questions, if any, related to the contractor’s past performance: N/A

Contractor Performance Evaluation
Instructions for Completing Contractor Performance Information Form

Based on the rating area elements presented below and the rating guidelines on the back of this sheet, please evaluate contractor performance in each of the rating areas. On the “Contractor Performance Information” form, circle (or type in the “Comments:” area) the rating from 0 to 4 that most closely matches your evaluation of the contractor’s performance. Please add written comments for each rating. If you wish, you may attach additional comments or information. We would also appreciate your answers to the specific questions, if any, on the back of the form. Please return the form to the address indicated on the back of the form. Thank you for your time and your cooperation.

The Department of Education will use the information from this form to evaluate offerors competing for contract awards. We may release the information from this form to the contractor during negotiations or debriefings. If we release information from this form, we will not release your name to the contractor.

Elements within Each Rating Area

Quality of Product or Service

-Compliance with contract requirements
-Accuracy of reports
-Appropriateness of personnel
-Technical excellence

Problem Resolution

-Anticipates and avoids or mitigates problems
-Satisfactorily overcomes or resolves problems
-Prompt notification of problems
-Pro-active
-Effective contractor-recommended solutions

Cost Control

-Within budget
-Current, accurate and complete billings
-Costs properly allocated
-Unallowable costs not billed
-Relationship of negotiated costs to actual
-Cost efficiencies

Timeliness of Performance

-Meets interim milestones
-Reliable
-Stays on schedule despite problems
-Responsive to technical direction
-Completes work on time, including wrap-up and contract administration
-No liquidated damages assessed

Business Relations

-Effective management
-Use of performance-based management techniques
-Business-like concern for the customer's interests
-Effective management and selection of subcontractors
-Effective small/small disadvantaged business subcontracting program
-Reasonable/cooperative behavior
-Effective use of technology in management and communication
-Flexible
-Minimal staff turnover
-Maintains high employee morale
-Resolves disagreements without being unnecessarily litigious.

Customer Service

-Understands and embraces service and program goals
-Team approach with the customer
-Satisfaction of end users with the contractor’s service
-Positive customer feedback
-Prompt responses
-Courteous interactions
-Effective escalations and referrals
-Initiative and proactive improvements
-Creative service strategies

Rating Guidelines

Quality of Product or Service

0 - Unsatisfactory
Nonconformance jeopardizes the achievement of contract goals; default.
1 - Poor
Nonconformance requires major agency intervention to ensure achievement of contract goals; show cause or cure notices.
2 - Fair
Quality meets specifications in most cases, however, some agency intervention required to ensure achievement of contract requirements.
3 - Good
Quality meets specifications in all cases.
4 - Excellent
Quality exceeds specifications in some cases.

Problem Resolution

0 - Unsatisfactory
Inadequately resolved problems jeopardize contract goals.
1 - Poor
Significant agency intervention required to resolve problems jeopardizing contract goals.
2 - Fair
Some agency intervention required to resolve problems jeopardizing contract goals.
3 - Good
Successfully overcomes or resolves all problems and achieves contract goals with minimal agency intervention.
4 - Excellent
Anticipates and avoids most problems and successfully overcomes all unforeseen problems.

Cost Control

0 - Unsatisfactory
Cost increases jeopardize achievement of contract goals; or billings routinely include unallowable costs.
1 - Poor
Significant cost increases; or some inaccurate billings including some with unallowable costs.
2 - Fair
Minor cost increases; or some inaccurate billings, but a minimal (1-2) number with unallowable costs.
3 - Good
Contractor performed within costs; but some late billings, none with unallowable costs.
4 - Excellent
Costs were less than the amount cited in the contract; and billings accurate and timely.

Timeliness of Performance

0 - Unsatisfactory
Delays jeopardize the achievement of contract goals.
1 - Poor
Other significant delays.
2 - Fair
Minor delays.
3 - Good
All deliverables on time.
4 - Excellent
All deliverables on time with some ahead of schedule; or stays on schedule despite unforeseen circumstances.

Business Relations

0 - Unsatisfactory
Unethical or illegal business practices.
1 - Poor
Business practices are not attuned to customer support.
2 - Fair
Business practices are somewhat attuned to customer support.
3 - Good
Business practices focus on customer support.

4 - Excellent

Customer Service Highly effective, proactive business practices focused on customer support.

0 - Unsatisfactory
Response to service requests is routinely late, ineffective, or rude; customers express frustration or anger about many interactions; complaints are unresolved; contractor seems unaware of service issues.
1 - Poor
Response to service requests is often late, ineffective or rude; some complaints are resolved.
2 -Fair
Response to service requests is uneven in timing or effectiveness; customer interactions are tenuous; contractor is trying hard and understands service issues.
3 - Good
Response to service requests is timely, effective and courteous; customers express positive feedback; delivery of service is smooth and organized; collects customer feedback; customer problems are resolved well.
4 - Excellent
Response to service requests is timely, effective and courteous; the contractor is proactive in building good relations with customers, proposing new service strategies, analyzing and reporting on service loads and collecting and using customer feedback.

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