Attachment_B_-_Vendor_Past_Performance_Form.doc

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Support for Postsecondary Education Data Collection Federal contract opportunity
Solicitation number
ED-OPE-15-R-0017
Issued by
Department of Education Contracts and Acquisition Management

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ATTACHMENT B – VENDOR PAST PERFORMANCE

ED-OPE-15-R-0017

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:

ADVANCE \d2 Comments:

Problem Resolution:

Comments:

Cost Control:

Comments:

Timeliness:

Comments:

Business Relations:

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 e-mail address:

Charles.Harless@ed.gov Please include the RFP number and the offeror’s name of business in the subject line:

RFP #: ED-OPE-15-R-0017

Due no later than the closing date of the RFP

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.

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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