A23 - Attachment E Past Performance Questionaire.doc

PAST AND PRESENT PERFORMANCE QUESTIONNAIRE

When Filled In This Document Is Source Selection Sensitive IAW FAR 2.101 and 3.104

Attachment E: Past Performance Questionnaire

Instructions You have been identified as a point of contact for a past and/or present performance evaluation of the firm listed on the attached questionnaire. This firm is currently being considered for an analytical and technical support contract related to the [insert name of requirement] for the Defense Finance and Accounting Service.

Your prompt attention to this questionnaire will be greatly appreciated. If you have any questions concerning this request, Please contact: Emily Frum at emily.j.frum.civ@mail.mil and copy enrique.o.ruizperez.civ@mail.mil.

The “offeror” (identified in Section I, Block A) is submitting a response to a request for quote issued by the Defense Finance and Accounting Service (DFAS) for Travel Pay System.

Your candid responses to this questionnaire will assist DFAS in evaluating the offeror’s past performance (i.e. How was the quality of the services this offeror provided in the past?). By gathering this information (not only on this offeror, but on all the companies who submit a quote to provide these required services) we strive to determine which company’s quote will be most advantageous to DFAS.

We appreciate the time and effort you take to verify the information provided by the offeror in Section I and more importantly to complete Sections II and III regarding the services you received from them.

PLEASE E-MAIL COMPLETED Questionnaires NLT 6 March. 2024, at 3:00 PM ET to: DIANA SCRUGGS email emilyj.j.frum.civ@mail.mil copy enrique.o.ruizperez.civ@mail.mil.

Section I - Details of Company Being Evaluated)

(To be Filled Out by the “Offeror (a.k.a. “Evaluatee”)“ & Verified by the “Evaluator”)

A. Offeror’s Information:

1. Company Name:

2. Address:

3. Company POC’s Name:

4. POC’s Title:

5. POC’s Phone #:

6. POC’s Fax #:

7. POC’s Email:

B. Information regarding Past Contract(s*) being evaluated: *(attach additional pages if necessary)

1. Contract #:

2. Customer (Firm Name):

3. Performance Period when was work done?

4. Location(s) of Work Performed:

5. Scope of Contract (i.e. Brief Description of Work Performed):

6. Average Annual $ amount:

7. Awards or Incentives (if applicable)

SECTION II - Details of Evaluator (Person providing Evaluation of Offeror)

(Can be Filled Out by either the “Offeror “ OR “Evaluator”)

1. Evaluator’s Name:

2. Title:

3. Organization:

4. Evaluator’s Phone #:

5. Evaluator’s Fax #:

6. Evaluator’s Email:

SECTION III -

(To be Filled Out only by the “Evaluator”)

1. What specific documents, (claims, vouchers, etc.) were processed? What is/was the annual volume per type of document?

Type of Document

Annual Volume

Please identify any additional documents and Volume not listed above.

2. What type of Claims, if any, did the contractor file/process?

3. What type of interfacing capabilities were/are provided?

4. Is/was the contractor Federal Travel Regulation (FTR) and Joint Travel Regulations (JTR) Compliant?

5. What type of reports (system configuration, TDR, schedule(s)) did the contractor provide?

6. What type, if any, Audit support is/was provided?

SECTION IV - Customer Satisfaction/Quality of Service Questions

(To be Filled Out only by the “Evaluator”)

EXPLANATION OF CODES:

CODE

PERFORMANCE LEVEL

5- EXCEPTIONAL- Performance meets contractual requirements and exceeds many (requirements) to the Government’s benefit. Problems, if any, were negligible and were resolved in a timely, highly effective manner 4- VERY GOOD- Performance met all contract requirements and exceeded some to the government’s benefit. There were a few minor problems, which the contractor resolved in a timely, effective manner.

3- SATISFACTORY- Performance met contractual requirements. There were some minor problems and corrective actions taken by the contractor were satisfactory.

2- MARGINAL- Performance did not meet some contractual requirements. There were problems, some of a serious nature, for which corrective action was only marginally effective.

1- UNSATISFACTORY- Performance did not meet most contractual requirements. There were serious problems and the contractor’s corrective actions were ineffective.

6- NEUTRAL - No record of past performance or the record is inconclusive.

KEY: 5= EXCEPTIONAL 4= VERY GOOD 3= SATIFACTORY 2= MARGINAL 1= UNSATISFACTORY 6 = NEUTRAL

*PLEASE PROVIDE A NARRATIVE EXPLANTION FOR ANY RATING OF 1 OR 2.

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Section V: Closing Comments

1. Provide any additional comments you feel would be pertinent regarding past performance of this company:

PLEASE E-MAIL COMPLETED QUESTIONNAIRES To: emily.j.frum.cvi@mail.mil and copy enrique.o.ruizperez.civ@mail.mil.