Attachment_4.pdf

ATTACHMENT 4: PAST PERFORMANCE QUESTIONNAIRE TEMPLATE

Instructions:

Sections I through III are to be completed by the Offeror/Major Subcontractor and provided to the assessor (Government personnel who had experience with the Offeror/Major Subcontractor on a previous relevant contract). The assessor, in turn, to verify Sections I through III, complete the questionnaire, and submit to the Contracting Office. The Offeror should also submit with its proposal (by the closing date of the Solicitation) copies of Sections I and II of all questionnaires as provided to assessors.

Section II to be validated by the assessor. If any information is incorrect herein, please annotate and provide the correct information accordingly.

Sections III through VII are to be completed in their entirety by the assessor.

Message to the assessor: Your assistance is requested by the USMC to assist with establishing the performance history for the Contractor named below. In efforts to expedite receipt of the requested information, the Contracting Office respectfully requests that you do not mail hard copies. Instead, please e-mail or FAX the completed questionnaire(s) to:

[name@usmc.mil or fax to XXX-XXX-XXXX].

I. Solicitation Data (for the proposed effort)

Solicitation Number [XXXXXX-XX-R-XXXX]

Project/Requirement [Enter Project Name/Requirement Title]

Customer/Agency [Enter Project Office]

Project/Requirement Description [Enter succinct Project/Requirement Description]

II. Current or Historical Contract Information

Assessor: The information listed below is

Correct Incorrect.

CONTRACTOR

NAME & ADDRESS:

Contract Number

Type of Contract

Initial Final

Contract Value

Performance Period

Delivery Schedule

Project/Requirement Description

Please select from the following as it applies to this contract:

Contracting Role PRIME

SUBCONTRACTOR

Termination History Convenience

Default N/A

III. Assessor Information

Assessor Name

Title

Phone Number/Email Address

Identify your role in the contract award or administration and the period of your involvement.

Role Period of Involvement

Procuring Contracting Officer (PCO)

Administrative Contracting Officer (ACO)

Contract Specialist

Contracting Officer’s Representative (COR)

Technical Project Lead/Project Officer

Quality Assurance Specialist

Defense Contract Audit Agency (DCAA) Auditor

Other (Specify)

IV. Evaluation Definitions

Use the following definitions in your assessment of contractor performance.

EXCEPTIONAL

Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-element being assessed 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 assessed 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 assessed 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.

[The above evaluation levels and rating definitions are the same as prescribed in Attachment 2 of the Department of Defense’s Guidance for the Contractor Performance Assessment and Reporting System (CPARS) for use within the Past Performance Information and Retrieval System (PPIRS).]

V. Performance Evaluation

[Insert within this section and the tables below all applicable elements and sub-elements relating to past performance (e.g., Quality of Product or Service, Schedule Performance, Management Performance, Cost Control, etc.) and explain what these elements and sub-elements encompass.]

[Note: The past performance elements and sub-elements listed, below, and the descriptions of what they entail are for illustrative purposes only. Actual elements and sub-elements used may vary, depending on the particular concerns addressed within the Source Selection Plan. As such, actual past performance elements and sub-elements should be tailored to meet the particular requirements and concerns of each source selection.]

1. Quality of Performance

a. What is your OVERALL assessment of the quality of the contractor’s performance?

Exceptional Very Good

Satisfactory Marginal Unsatisfactory N/A

Quality of Performance

Please provide the rationale for your assigned rating.

b. Assess the Contractor’s quality of performance in the following areas.

Good

Satisfactory Marginal Unsatisfactory N/A

Conformance to Contract

Requirements

Conformance to

Specifications

Standards of Workmanship *

* Standards of Workmanship: Technical, professional, environmental, safety, etc.

While all comments are appreciated, please explain below your rationale for ratings of exceptional or unsatisfactory.

c. Did the Government contribute in any way to problems associated with quality as identified in the above assessment? If yes, please explain.

2. Schedule Performance (Timeliness)

a. What is your OVERALL assessment of the Contractor’s ability to meet the schedule?

Please provide your rationale for the assigned rating.

b. Assess the Contractor’s Schedule Performance in the following areas.

Schedule

Exceptional Very Good

Satisfactory Marginal Unsatisfactory N/A

Completion of Contract/Task Order/Delivery

Meeting Milestones and

Schedules

Submitting Deliverables

Exceptional

Very Good

Satisfactory Marginal Unsatisfactory N/A

c. Did the Government contribute in any way to any Schedule problems identified in the above assessment? If yes, please explain.

3. Management Performance

a. What is your OVERALL assessment of the Contractor’s management performance?

Satisfactory Marginal Unsatisfactory N/A

Management

Please provide rationale for assigned rating.

b. Assess the Contractor’s management performance in the following areas.

Exceptional Very Good

Satisfactory Marginal Unsatisfactory N/A

Responsiveness

Subcontract

Program

Management Of Personnel

Integrated Product Team

Management Responsiveness: Timeliness, completeness, and quality of problem identification, proposal submittal, history of cooperative behavior, effective business relations, teamwork AND customer satisfaction.

Subcontract Management: Timely award and management of subcontracts and meeting subcontracting goals for small business, small disadvantaged business, etc.

Program Management: Effectiveness of integration and coordination of all activities required to execute the contract, use of resources, assignment of responsibility, internal coordination and communication, and risk management practices

Management Of Personnel: Ability to select, retain, support, and replace personnel with the experience and expertise necessary to accomplish the Government’s requirements within schedule and budget

Integrated Product Team Management: Commitment and participation in the Integrated Product Team process

c. Did the Government contribute in any way to any of the management problems identified in the above assessment? If yes, please explain.

4. Cost Control

a. What is your OVERALL assessment of the Contractor’s ability to forecast, manage, and control costs?

Satisfactory Marginal Unsatisfactory N/A

Cost Control

Please provide your rationale for the assigned rating.

b. Assess the Contractor’s cost performance in the following areas.

COST CONTROL Exceptional Very

Satisfactory Marginal Unsatisfactory N/A

Cost/Price Estimates

Cost Efficiency

Invoicing

Forecasting

Cost Control

Cost/Price Estimates: Ability to meet proposed costs and whether actual costs/rates realized reflect negotiated costs/rates.

Cost Efficiency: Realization of any cost reductions or operating efficiencies in accomplishing requirements of the Statement of Work.

Invoicing: Accuracy, completeness, and timeliness of invoices submitted.

Forecasting/Management/Cost Control

VI. Overall Rating of Contractor’s performance (technical, schedule, management, and cost) on contract being assessed.

Exceptional Very Good Satisfactory Marginal Unsatisfactory

VII. General Comments:

Assessor’s Signature Date