Tab_3_-_Past_Performance.doc

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ID Access Annual Maintenance Support Services Federal contract opportunity
Solicitation number
ED-OOM-14-R-0015
Issued by
Department of Education Contracts and Acquisition Management

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ATTACHMENT C

U.S. Department of Education

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.

Quality:
0

ADVANCE \d2Comments:

Problem Resolution:
0

Comments:

Cost Control:
0

Comments:

Timeliness:
0

Comments:

Business Relations:
0

Comments:

Customer Service:
0

Comments:

7. Total score:

Evaluated by:

Agency/Organization Date ____________

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

Name and Title _________________________________________________ Telephone number ____________

Signature _____________________________________________ E-mail address _______________________

Please return this form to the following address:

Holly Le, Contract Specialist E-mail: Holly.Le@ed.gov

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:

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

Evaluation Ratings Definitions

Rating
Definition
Note

4 –

Exceptional

Performance meets all contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with few minor problems for which corrective actions taken by the contractor were highly effective.
To justify an Exceptional rating, identify multiple significant events and state how they were of benefit to the Government. A singular benefit, however, could be of such magnitude that it alone constitutes an Exceptional rating. Also, there should have been NO significant weaknesses identified.

3 –

Very Good Performance meets contractual requirements and exceeds some to the Government’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

To justify a Very Good rating, identify a significant event and state how it was a benefit to the Government. There should have been NO significant weaknesses identified.

2 –

Satisfactory

Performance meets contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory.
To justify a Satisfactory rating, there should have been only minor problems, or major problems the contractor recovered from without impact to the contract. There should have been NO significant weaknesses identified.

1 –

Marginal

Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being assessed reflects a serious problem for which the contractor has not yet identified corrective actions or the contractor’s proposed actions appear only marginally effective or were not fully implemented.
To justify Marginal performance, identify a significant event in each evaluated category that the contractor had trouble overcoming and state what impact it had on the Government. A Marginal rating should be supported by referencing the management tool that notified the contractor of the contractual deficiency (e.g., management, quality, safety, or environmental deficiency report or letter).

0 –

Unsatisfactory

Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains a serious problem(s) for which the contractor’s corrective actions appear or were ineffective.
To justify an Unsatisfactory rating, identify multiple significant events in each evaluated category that the contractor had trouble overcoming and state what impact they had on the Government. A singular problem, however, could be of such serious magnitude that it alone constitutes an unsatisfactory rating. An Unsatisfactory rating should be supported by referencing the management tools used to notify the contractor of the contractual deficiencies (e.g., management, quality, safety, or environmental deficiency reports, or letters).

NOTE: N/A (not applicable) should be used if the ratings are not going to be applied to a particular area for evaluation.

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