Attachment 5 Assessor Past Performance Questionnaire Revised.pdf

HQMC AV Capabilities Integration Services M00264-23-Q-0016

Attachment 5 – ASSESSOR PAST PERFORMANCE QUESTIONNAIRE

Instructions:

This document is only required when a CPARS is not available for one of the three references listed on

Attachment 4. This document will not count towards any volume’s page count.

Sections I through III are to be completed by the Quoter/Major Subcontractor and provided to the Assessor

(Government personnel who had experience with the Quoter/Major Subcontractor on a relevant contract referenced on Attachment 5. The Quoter must submit with its quote (by the closing date of the Solicitation) all copies of Sections I, II, and III of this Questionnaire as provided to assessors.

The Assessor, in turn, will verify Sections II through III, review Section IV, and complete Section V of this

Questionnaire. The assessor will submit the completed Questionnaire to the Marine Corps Installations

National Capital Region – Regional Contracting Office.

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 the completed questionnaire(s) to: colin.sasser@usmc.mil and joel.miro@usmc.mil.

I. Solicitation Data (for the proposed effort)

Solicitation Number

Project/Requirement

Customer/Agency

Project/Requirement Description

II. Current or Historical Contract Information

(Assessor: If any information is incorrect herein, please annotate and provide the correct information accordingly.)

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 mailto:colin.sasser@usmc.mil

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.

V. Performance Evaluation

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?

Exceptional

Very

Satisfactory Marginal Unsatisfactory N/A

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

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

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

Management Of

Personnel

Integrated Product

Team Management

Management Responsiveness: Timeliness, completeness, and quality of problem identification, quote 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

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

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

Management 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

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

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