FRTIB1-24-Q-0014 PPQ_Revised Aug 7 2024.docx
DOCX document 55 KB Posted
- Solicitation number
- FRTIB1-24-Q-0014
About this file
This document is a Past Performance Questionnaire (PPQ) form related to a federal contract opportunity for financial statement audit services. The PPQ is used to assess a contractor's past performance on similar projects. It covers key performance areas such as quality, schedule, customer satisfaction, management, and cost control. The client is asked to rate the contractor's performance on various metrics using an adjective rating scale. The document also includes instructions for completing the PPQ and contact information for the client.
The related federal contract opportunity is for the Federal Retirement Thrift Investment Board to obtain financial audit services to comply with FERSA 8439(b). The objective is to perform a financial audit of the agency's accounts, books, records, financial system controls, and policies related to the preparation of its financial statements as of December 31, 2024. The solicitation number is FRTIB1-24-Q-0014.
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| FRTIB1-24-Q-0014_Amendment 1.docx | DOCX document | |
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| B.05 Attachment 002 - FRTIB Banned Technologies.pdf | ||
| B.05 Attachment 001 - NDA Contractor (CTR) Company.docx | DOCX document | |
| B.05 Attachment 004 - Past Performance Questionnaire.docx | DOCX document | |
| B.05 Attachment 003 - QA Template.xlsx | XLSX spreadsheet | |
| B.05 RFQ FRTIB1-24-Q-0014_SF1449.pdf | ||
| B.01 DRFQ Solicitation_FINAL.docx | DOCX document |
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Text version
Past Performance Questionnaire (PPQ) Federal Retirement Thrift Investment Board Form PPQ -0 (2/10/23
INSTRUCTIONS FOR THE REFERENCE: Complete the information below, feel free to add any information you consider relevant and e-mail to David Ouelette at david.ouellette@frtib.gov. Please do not return this to the offeror.
CONTRACT INFORMATION (Contractor to complete Blocks 1-4)
1. Contractor Information Firm Name: CAGE Code:
Address:
DUNs Number:
Phone Number:
Email Address:
Point of Contact: Contact Phone Number:
2. Work Performed as:
Percent of project work performed:
If subcontractor, who was the prime
Prime Contractor (Name/Phone )
Sub Contractor
Joint Venture
Other (Explain)
3. Contract Information Contract Number:
Delivery/Task Order Number (if applicable):
Contract Type: Firm Fixed Price Cost Reimbursement Other (Please specify): Contract Title:
Contract Location:
Award Date (mm/dd/yy):
Contract Completion Date (mm/dd/yy):
Actual Completion Date (mm/dd/yy): Explain Differences:
Original Contract Price (Award Amount):
Final Contract Price (to include all modifications, if applicable):
Explain Differences:
4. Project Description:
How is this project relevant to project of submission? (Please provide details such as similar equipment, requirements, conditions, etc.)
CLIENT INFORMATION (Client to complete Blocks 5-8)
5. Client Information Name:
Title:
Phone Number:
Email Address:
6. Describe the client’s role in the project:
7. Date Questionnaire was completed (mm/dd/yy):
8. Client’s Signature:
Form PPQ -0 (2/10/23
ADJECTIVE RATINGS AND DEFINITIONS TO BE USED TO BEST REFLECT YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE
TO BE COMPLETED BY CLIENT
Past Performance Questionnaire (PPQ) E = Excellent VG = Very Good S = Satisfactory M = Marginal U = Unsatisfactory N = Neutral Form PPQ -0 (02/10/23)
PLEASE CIRCLE THE ADJECTIVE RATING WHICH BEST REFLECTS YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE. PLEASE EXPLAIN ANY MARGINAL OR UNSATISFACTORY RATINGS GIVEN.
1. QUALITY:
| a) Quality of audit work/report preparation efforts | |||||
| E | VG | S | M | U | N |
| b) Ability to meet auditing standards specified for technical performance |
| E VG S M U N |
| c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance |
| E VG S M U N |
| d) Ability to develop audit findings that were valuable and complied with auditing standards. |
| E VG S M U N |
2. SCHEDULE/TIMELINESS OF PERFORMANCE:
| a) Compliance with contract delivery/completion schedules including any significant intermediate milestones. (If liquidated damages were assessed or the schedule was not met, please address below) |
| E VG S M U N |
| b) Rate the contractor’s use of available resources to accomplish tasks identified in the contract |
| E VG S M U N |
3. CUSTOMER SATISFACTION:
| a) To what extent were the end users satisfied with the performance of the audit? |
| E VG S M U N |
| b) To what extent was the contractor cooperative, businesslike, and concerned with the interests of the customer? |
| E VG S M U N |
4. MANAGEMENT/ PERSONNEL/LABOR
| a) Effectiveness of resource management, including management of subcontractors, suppliers, materials, and/or labor force? |
| E VG S M U N |
| b) Ability to hire, apply, and retain a qualified workforce to this effort | ||||||
| E | VG | S | M | U | N |
| c) Security of Government information (sensitive/confidential documentation, PII, etc.) |
| E VG S M U N |
| d) Knowledge/expertise demonstrated by contractor personnel |
| E VG S M U N |
| e) Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes |
| E VG S M U N |
| f) Effectiveness of overall management of the audit engagement |
| E VG S M U N |
5. COST/FINANCIAL MANAGEMENT
| a) Ability to meet the terms and conditions within the contractually agreed price(s)? |
| E VG S M U N |
| b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client |
| E VG S M U N |
| c) Contractor’s timeliness and accuracy in submitting invoices with appropriate back-up documentation) |
| E VG S M U N |
| d) If this is/was a Government contract, has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations? Indicate if show cause or cure notices were issued, or any default action in comment section below. | ||
| Yes | No |
| e) Have there been any indications that the contractor has had any financial problems? If yes, please explain below. | ||
| Yes | No |
6. SAFETY/SECURITY
| a) Contractor complied with applicable security requirements for the project and personnel security requirements. |
| E VG S M U N |
7. GENERAL
| a) Ability to successfully respond to emergency and/or surge situations (including notifying COR, PM or Contracting Officer in a timely manner regarding urgent contractual issues). |
| E VG S M U N |
8. SUPPORTING NARRATIVE
a) Please identify the contractor’s strengths.
b) Please identify the contractor’s weaknesses.
c) Please identify the names of any contractor personnel who you believe significantly contributed to the success of the audit engagement.
d) Would you hire or work with this firm again? (If no, please explain below)
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