PAST_PERFORMANCE_QUESTIONNAIRE_TEMPLATE.docx

ATTACHMENT 3: 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 Marine Corps Systems Command 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: kimberly.a.stone@usmc.mil

I. Solicitation Data (for the proposed effort)

Project/Requirement

Customer/Agency

Project/Requirement Description

II. Current or Historical Contract Information

Assessor: The information listed below is Correct Incorrect.

Type of Contract

Contract Value

Performance Period Delivery Schedule

Project/Requirement Description

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

SUBCONTRACTOR

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.

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?

Quality of Performance

Please provide the rationale for your assigned rating.

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

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?

Schedule Performance

Please provide your rationale for the assigned rating.

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

Completion of Contract/Task Order/Delivery Schedule

Meeting Milestones and Schedules

Submitting Deliverables

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 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?

Management Performance

Please provide rationale for assigned rating.

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

Management Responsiveness

Subcontract Management

Program Management

Management Of Personnel

Integrated Product Team Management

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

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 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?

Cost Control

Please provide your rationale for the assigned rating.

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

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: Processes centered around planning, estimating, budgeting, financing, funding and managing costs so that the project can be completed within the approved budget

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

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

VII. General Comments:

Assessor’s Signature Date