J-23 PPQ 30 Sep 2022.docx
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- Attached to
- DoD Overseas Military Banking Program Federal contract opportunity
- Solicitation number
- OMBP2
- Issued by
- Office of the Secretary of Defense
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ATTACHMENT J-23
PAST PERFORMANCE QUESTIONNAIRE (PPQ)
INSTRUCTIONS
The “Offeror” (identified in Section I, Block A) has identified you as a point of contact (POC) for a past and/or present performance evaluation to support their pending response to a solicitation issued by the Defense Finance and Accounting Service (DFAS) to provide banking operations service overseas for the DFAS Overseas Military Banking Program (OMBP).
DFAS is in the process of competitively selecting a source for the OMBP. One of the considerations in proposal evaluation is the verification of the Offeror’s past performance on contracts or other contract-like efforts which reflect the Offeror’s ability to perform on the proposed effort. We depend on organizations such as yours, which have had first-hand experience with the Offeror, for the evaluation of the Offeror’s performance on those contracts or contract-like instruments and business relationships.
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 Contractors [Offerors] who submit an offer to provide the required services) the Government strives to determine which offer will be most advantageous to the Department of Defense (DoD).
We appreciate the time and effort you take to complete Section III and Section IV (if applicable) regarding the services you received from the Offeror.
PLEASE EMAIL COMPLETED Questionnaires NLT Wednesday – November 16, 2022 at 3:00 PM EST to:
Ms. Dana King at dana.l.king4.civ@mail.mil.
Should you have any questions regarding this Questionnaire, please contact Ms. King by phone at: 614-701-3196 or at the email address shown above. Again, your assistance is greatly appreciated and your prompt response will be one of the keys to the successful and timely completion of this Source Selection.
PAST PERFORMANCE QUESTIONNAIRE
Section I - Details of the Offeror/Contractor Requesting References (To be Filled Out by the “Offeror”) 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 Email:
B. Information regarding Past Contract(s*) provided for references: *(attach additional pages if necessary)
1. Contract #:
2. Customer (Firm Name):
3. Period of Performance (when work was done):
4. Location(s) of Work Performed:
5. Scope of Contract (i.e., Brief Description of Work Performed):
6. Offeror’s Proposed Degree of relevancy to the OMBP:
7. Offeror’s rationale for their Degree of Relevancy Assessment:
(Very Relevant, Relevant, Somewhat Relevant, Not Relevant)
8. Average Annual $ amount:
9. Contract Type:
(Cost-Plus-Fixed-Fee, Cost, Firm-Fixed-Price, Agreement, Other)
10. Offeror’s Role:
(Prime Contractor or Subcontractor)
11. Awards or Incentives (if applicable)
12. Has this Contract been partially or completely terminated for default?
13. Additional Offeror Comments:
SECTION II – Reference Information (Person providing Reference for Offeror) (To be Filled Out by the “Offeror”)
1. Reference’s Name:
2. Title:
3. Organization:
4. Reference’s Phone #:
5. Reference’s Email:
HQ0423-22-R-0008
ATTACHMENT J-23
AMENDMENT 9
SECTION III - Customer Satisfaction/Quality of Service Questions (To be Filled Out only by the Reference)
EXPLANATION OF CODES:
CODE PERFORMANCE LEVEL
5 EXCEPTIONAL - Performance meets contractual requirements and exceeds many to the Government’s/organization’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with few minor problems for which corrective actions taken by the Contractor were highly effective.
4 VERY GOOD - Performance meets contractual requirements and exceeds some to the Government’s/organization’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with some minor problems for which corrective actions taken by the Offeror were effective.
3 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 Offeror appear or were satisfactory.
2 MARGINAL - Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being evaluated reflects a serious problem for which the Offeror has not yet identified corrective actions. The Offeror’s proposed actions appear only marginally effective or were not fully implemented.
1 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 being contains serious problem(s) for which the Offeror’s corrective actions appear or were ineffective.
0 NEUTRAL - No record of past performance or the record is inconclusive.
KEY: 5=EXCEPTIONAL 4=VERY GOOD 3=SATISFACTORY 2=MARGINAL 1=UNSATISFACTORY 0=NEUTRAL
OVERALL PERFORMANCE
| 1. To what extent did this Offeror conform to your contract’s requirements? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 2. To what extent did the Offeror adhere to contract delivery schedules? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 3. To what extent did the Offeror submit proposals, required reports and documentation in a timely manner? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 4. To what extent were the Offeror’s reports and documentation accurate and complete? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 5. To what extent did this Offeror demonstrate effective management over the effort performed? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 6. To what extent was this Offeror in providing and maintaining current and effective documentation? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
COST CONTROL
| 7. To what extent did the Offeror meet the proposed cost estimates? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 8. To what extent was the Offeror effective at controlling cost? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
PERSONNEL
| 9. To what extent did the Offeror manage key personnel turnover to minimize impact to contract performance? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 10. Was the Offeror able to attract, train, and retain sufficient personnel to complete the effort? |
| |_| Yes |_| No |_| 0 |
BUSINESS RELATIONSHIPS
| 11. To what extent did the Offeror respond positively and promptly to technical directions, contract change orders, etc.? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 12. To what extent was the Offeror effective in communicating with the Government’s staff? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 13. To what extent did the Offeror respond to and attempt to correct any concerns, issues, or problems that appeared during performance of your Contract? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 14. How would you rate the effectiveness of the Offeror’s problem resolution efforts? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 15. To what extent did the Offeror coordinate, integrate, and provide for effective subcontractor management? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 16. Have any cure notices, show cause letters, suspension of payment, or termination actions been issued? If yes, please explain below. |
| |_| Yes |_| No |_| 0 |
CUSTOMER SATISFACTION
| 17. How would you rate this Offeror’s attention to customer satisfaction? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 18. How satisfied are you with the overall performance this Offeror provided? |
| |_| 5|_| 4 |_| 3 |_| 2 |_| 1|_| 0 |
| 19. If given an opportunity, would you conduct business with this Offeror again? |
| |_| Yes |_| No |_| 0 |
Section IV: Closing Comments
1. Provide any additional comments you feel would be pertinent regarding past performance of this Offeror. If providing a comment on a specific question please specify the number of the question with your explanation:
PLEASE RETURN COMPLETED QUESTIONNAIRES to: dana.l.king4.civ@mail.mil
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