J.1.2 PAST PERFORMANCE SURVEY.docx

J.1.2 PAST PERFORMANCE SURVEY

Past Performance Survey for BAS and HVAC Projects

PAST PERFORMANCE SURVEY

BAS AND HVAC WORLDWIDE IDIQ 2024

The Offeror shall reach out to the primary Point of Contact from any projects that are being submitted for evaluation under this Contract. The following section shall be completed by the Point of Contact, and sent via email to DorfmanBB@state.gov.

Please note: Past Performance must have been completed within the past 36 months or three (3) years.

CONTRACT INFORMATION

a. Contractor: ______________________________________________

b. Contract Number: ______________________________________________

Name of Evaluator: _________________________________

Telephone Number: _________________________________

Organization/Office Symbol: _________________________________

Mailing Address: _________________________________

Position/Title/Grade: _________________________________

Length of involvement with contract: _________________________________

Degree or extent of involvement with contract: ___________________________

Period of Performance: __________________ to _____________________

Initial Contract Value: $_____________________

Current or Completed Contract Value: $_____________________

Brief Description of Requirement:

Complexity of effort ( ) Difficult ( ) Routine

THIS INFORMATION WILL BE PROTECTED IN ACCORDANCE WITH FAR 15.1004 (e).

SCORING CRITERIA

EXCEPTIONAL - Indicates the Contractor's performance within the area of evaluation clearly and consistently exceeds contractual requirements.

ACCEPTABLE - Indicates no problem in area of evaluation or has only minor problems for which solutions were satisfactory.

UNACCEPTABLE - Indicates serious problems in the evaluation area. The Contractor is/was in danger of being unable to satisfy contractual requirements and timely recovery is not likely or did not occur.

I. CONFORMANCE TO SPECIFICATIONS AND STANDARDS OF GOOD WORKMANSHIP

1a. Overall ability to pro-actively and agressively perform contract requirements.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

1b. Effectiveness and reliability of contractor's Key Personnel.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

1c. Ability to effectively implement "start up" contract performance.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

II. ADHERANCE TO CONTRACT SCHEDULE

2a. Overall performance in planning, scheduling, and monitoring.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

2b. Completion of major milestones on schedule.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

2c. Timely completion within period of performance.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

III. GENERAL BUSINESS CONDUCT AND BUSINESS LIKE CONCERN FOR THE CUSTOMER

3a Responsiveness and flexibility in responding to changes.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

3b. Responsiveness/capability to respond to surge/short term requirements.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

3c. Accuracy and completeness of vouchers/invoices.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

IV. COMPLIANCE WITH THE TERMS AND CONDITIONS OF THE CONTRACT

4a. Quality, completeness, and accuracy of price proposals.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

4b. Accuracy and timeliness of required reports.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

4c. Ability to perform within negotiated prices.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

V. KEY PERSONNEL

5a. Quality, completeness, and accuracy of resumes.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

5b. Technical Expertise in HVAC or BAS repair and/or replacements and relevant worldwide Building Codes.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

5c. Ability to manage all onsite personnel and coordinate personnel access to site Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

VI. CONTRACTOR’S QUALITY MANAGEMENT PLAN

6a. Quality, completeness, and accuracy of QMP.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

6b. Contractor management of on-site reviews for quality and completeness.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

6c. Assess the ability to identify, assess, and mitigate risks specific to construction sites, such as safety hazards, schedule delays, budget overruns, and legal liabilities.

Please circle the appropriate rating below or check if N/A.

0 1 2 3 4 5 6 7 8 9 10 Unacceptable Acceptable Exceptional

Signed:

Date: