Attachment 10_Past Performance Questionnaire_Template.pdf

Past Performance Questionnaire Solicitation # ________________

FOR OFFICIAL USE ONLY Page 1 of 4

773d Enterprise Sourcing Squadron ___________________________________

TO: ________________________________________________________________________________

AGENCY: ___________________________________________________________________________

PAST PERFORMANCE INFORMATION REQUEST

1. This office is currently in the process of awarding a competitive service contract.

_________________________ has provided your name and organization as a reference regarding _________________________ record of past performance under contract number _________________________. Specifically, we are looking for past performance information related to the following areas:

a. Quality of Product or Service. Conformance to contract requirements, specifications and standards of good workmanship, accuracy of reports, appropriateness of personnel, and technical excellence.

b. Schedule. Timeliness of performance, met interim milestones, reliable, responsive to technical and contractual direction, completed on time, including wrap-up and contract administration, no liquidated damages assessed.

c. Cost Control. Within budget, current accurate and complete billings, actual cost/rates reflect closely to negotiated cost/rates, cost efficiency measures, adequate budgetary internal controls.

d. Management or Business Relations. Effective management, businesslike correspondence, responsive to contract requirements, prompt notification of problems, reasonable/cooperative behavior, flexible, proactive, effective Contractor recommended solutions, timely award and management of subcontracts, effective small/small disadvantaged business subcontracting program.

e. Management of Key Personnel. How long key personnel stayed on the contract, how well they managed their portion of the contract, the quality and relevancy of the products/services generated by key personnel.

f. Small Business Subcontracting. Commitment to Small Business, HUBZone Small Business, Small Disadvantaged Business, Women-Owned Small Business, Service Disabled Veteran-Owned Small Business, and Veteran-Owned Small Business Subcontracting.

2. In order for our team to complete its evaluation, the Government requests that you complete the questionnaire below and email it, along with any other pertinent information, no later than ___________

AM PM (____________________) on ____________________, to _________________________ at ______________________________. Any relevant information you have would be vital in our assessment of the aforementioned contractor.

Very Respectfully, FOR OFFICIAL USE ONLY Page 2 of 4

Contractor Performance Evaluation Survey

1. Agency Name: ____________________________________________________________________

2. Agency Point-of-Contact:

a. Name: _______________________________________________________________________

b. Phone: ______________________________________________________________________

c. Email: _______________________________________________________________________

3. Contract/Order Number: ____________________________________________________________

4. Contract Title: ____________________________________________________________________

5. Description of Contract Service:

6. Contract Type: Firm Fixed Price Cost Reimbursement Other (Specify): ______________

7. Period of Performance: _____________________________________________________________

8. Dollar Amount of Award: ____________________________________________________________

9. Complexity of Work: Difficult Routine

10. Evaluation Factors: Please read the statements below and indicate your relative level of agreement in one of the check boxes provided. Please provide a brief explination in the text box for evaluations rated “Unsatisfactory” or “Exceptional.”

a. Quality Factors:

Quality Factor Statements Rating

(1) The contractor provided a product or service that conformed to contract requirements, specifications, and standards of good workmanship.

(2) The contractor submitted accurate reports.

(3) The contractor utilized personnel that were appropriate to the effort performed.

N/A Unsatisfactory Marginal Satisfactory Very Good Exceptional

Narrative

FOR OFFICIAL USE ONLY Page 3 of 4

b. Schedule Factors:

Schedule Factor Statements Rating

(1) The tasks required under this effort were performed in a timely manner and in accordancde with the period of performance of the contract.

(2) The contractor was responsive to technical and/or contractual direction.

N/A Unsatisfactory Marginal Satisfactory Very Good

c. Cost Control Factors:

Cost Control Factor Statements Rating

(1) The contractor performed the effort within the estimated cost/price.

(2) The contractor submitted accurate invoices in a timely manner.

(3) The contractor demonstrated cost efficiencies in performing the required effort.

(4) The actual cost/price realized closely reflected the negotiatied cost/price.

N/A Unsatisfactory Marginal Satisfactory Very Good

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d. Management Factors:

Management Factor Statements Rating

(1) The contractor demonstrated effective management over the effort performed.

(2) The contractor maintained an open line of communication so that the appropriate points-of-contact were apprised of technical, cost, and schedule issues.

(3) The contractor presented information and correspondence in a clear, concise, and businesslike manner.

(4) The contractor promptly notified the appropriate points-of-contact in a timely manner regarding urgent issues.

(5) The contractor provided flexible, proactive, and effective recommended solutions to critical program issues.

(6) The contractor made timely award to, and demonstrated effective management of, its subcontractors.

N/A Unsatisfactory Marginal Satisfactory Very Good

e. Small Business Factors:

Small Business Factor Statement Rating

The contractor demonstrated an effective small/small disadvantaged business subcontracting program.

N/A Unsatisfactory Marginal Satisfactory Very Good

11. Would you select this firm again? I would would not recommend _________________________ for similar requirements in the future.