Exhibit B-PPQ_12SAD226Q0003.docx

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Foreclosure Legal Services & Related Technical Support for the States of North Carolina, South Carolina, and Arkansas
Solicitation number
12SAD226Q0003
Issued by

About this file

This is a Past Performance Questionnaire template designed to evaluate contractor performance on past contracts. The questionnaire is used by the Department of Agriculture Rural Housing Service for the solicitation 12SAD226Q0003, which seeks Judicial and Non-Judicial Foreclosure Legal Services and Related Technical Support for North Carolina, South Carolina, and Arkansas. The form is completed by references familiar with the offeror's prior work and collects structured evaluations across multiple performance dimensions using a five-point rating scale: Exceptional, Very Good, Satisfactory, Marginal, and Unsatisfactory.

The questionnaire evaluates two primary performance categories: Timeliness of Performance and Quality Control/Customer Satisfaction. Under Timeliness, references assess the contractor's resource management and ability to meet schedules. Under Quality Control, the form measures the effectiveness of quality assurance procedures, responsiveness to changes and corrective actions, and overall professionalism and cooperativeness. The template requires references to provide the contractor's company name, contract details, period of performance, and contract value. References must provide written comments for any Marginal or Unsatisfactory ratings and answer whether they would engage the firm again. This is a standard evaluation tool used in source selection but does not address specific products, services, response dates, or pricing terms.

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Exhibit B – Past Performance Questionnaire

Past Performance Questionnaire

1. Background. The purpose of this questionnaire is to obtain the offeror’s past performance information, which will be considered in the evaluation of the offeror’s proposal.

2. Instructions. Please complete the questionnaire in full and using the performance ratings below.

Handwritten responses are acceptable. Please provide comments, in the “Additional Comment Form” of the questionnaire, for all questions in which a “Marginal” or “Unsatisfactory” rating is given.

Performance Rating Definitions

Rating
Description
Exceptional
Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with few minor problems for which corrective actions taken by the contractor were highly effective.
Very Good
Performance meets contractual requirements and exceeds some to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with some minor problems for which corrective actions taken by the contractor were effective.
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.
Marginal
Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being evaluated reflects a serious problem for which the contractor has not yet identified corrective actions. The contractor’s proposed actions appear only marginally effective or were not fully implemented.
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.

OFFEROR INFORMATION (To be completed by the Offeror)

Name of Company Evaluated (Offeror):

Contract Number:

Contract Period of Performance:

Contract Value:

Contract Type:

PAST PERFORMANCE REFERENCE (To be completed by Reference)

Name of Company (Reference):

Point of Contact (person completing questionnaire, including title):

Address:

Telephone Number and Email Address:

Date Past Performance Questionnaire Completed:

Reference Signature:

PAST PERFORMANCE QUESTIONNAIRE (To be completed by Reference)

Description of Services Provided:

Performance Element
Exceptional
Very Good
Satisfactory
Marginal

Unsatisfactory

Timeliness of Performance

1. The firm’s effective and efficient use of resources. (i.e. Was the contractor able to obtain in a timely manner the amount and type of personnel resources required to support the project, effectively train personnel to perform the work required for the project, and maintain the required workforce throughout the term of the contract?)

2. The firm’s timeliness of performance. (i.e. Was the contractor successful in planning and proposing realistic schedules, monitoring performance, completing work on time, and implementing corrections/changes in a timely manner?)

Performance Element
Exceptional
Very Good
Satisfactory
Marginal

Unsatisfactory

Quality Control / Customer Satisfaction

3. The firm provided effective quality control and/or inspection procedures to ensure satisfactory products/services.

4. Was the firm reasonable and cooperative in response to changes in technical direction, correcting errors, poor performance, criticism/rejection of contract deliverables and other quality issues?

5. The firm’s professionalism, courtesy, flexibility, cooperativeness, responsiveness, and openness to inquiries.

6. How would you rate the firm’s overall performance?

PLEASE ANSWER “Yes” or “No”, as appropriate for the following question:
YES
NO

7. Given the choice, would you do business with this firm again?

Additional Comment Form

Please provide any additional comments regarding performance including any major discrepancies or performance issues, and the corrective actions taken if any. The reference may also attach any past performance database reports or other material deemed appropriate that may assist a better understanding of the offeror’s past performance.

Source Selection Information - See FAR 2.101 and 3.104

File details come from the government source that posted it. Updated .