Attachment 3 - Reference Information Sheet 7APR2025.docx
DOCX document 26 KB Posted
- Solicitation number
- PAN40925P000_002015
About this file
The document is a Reference Information Sheet used for evaluating contractor performance across multiple assessment categories. The evaluation form covers five key areas: quality of product/service, invoices, schedule, business relationships, and key personnel performance. Assessors are asked to rate each subcategory as either "Acceptable" or "Unacceptable" with specific evaluation criteria, such as timeliness of reports, invoice submission, responsiveness to technical direction, communication effectiveness, and overall contractor performance. The form provides space for narrative explanations and is designed to comprehensively document a contractor's performance during a specific evaluation period, with the option to provide additional details for any "Unacceptable" ratings.
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Reference Information Sheet
CONTRACTOR NAME: CONTRACT NUMBER:
EVALUATION PERIOD:
POINT OF CONTACT:
NAME (print) EMAIL PHONE
Please read the statements below, indicating your relative level of agreement in the box provided:
| ACCEPTABLE |
| UNACCEPTABLE |
a.) QUALITY OF PRODUCT OR SERVICE:
(1) The Contractor provided a product or service that conformed to contract requirements, specifications, and standards of good workmanship.
(2) The Contractor submitted accurate and timely reports.
(3) The Contractor utilized personnel that were appropriately qualified to the effort performed.
(4) The Contractor provided a service that conformed to contractually agreed parameters of the contract.
B.) INVOICES:
(1) The Contractor submitted all invoices in accordance with the prices of the contract.
(2) The Contractor submitted invoices in accordance with the payment instructions.
(3) The Contractor submitted invoices in a timely manner.
c.) SCHEDULE:
(1) The tasks required under this effort were performed in a timely manner and in accordance with the terms of the contract.
(2) The Contractor was responsive to technical and contractual direction.
(3) The Contractor responded to emergencies in a timely manner.
d.) BUSINESS RELATIONSHIPS:
(1) The Contractor demonstrated effective management over the effort performed.
(2) The Contractor maintained an open line of communication so that the COR or Technical Point of Contact were apprised of technical, cost, and schedule issues.
(3) The Contractor presented information and correspondence in a clear, concise, and businesslike manner.
(4) The Contractor promptly notified the Contracting Officer’s Representative, Technical Point of Contact, or Contracting Officer in a timely manner regarding urgent issues.
(5) The Contractor cooperated in providing flexible, proactive, and recommended effective solutions to critical program issues.
(6) The products and services provided met the needs of the program.
(7) I am satisfied with the performance of the Contractor under this effort.
(8) I would contract with this Contractor again.
e.) KEY PERSONNEL:
(1) The labor turnover in key personnel labor categories was minimal and did not adversely affect Contractor performance.
(2) The Contractor did not frequently propose personnel to fulfill the requirements of the contract that were clearly unqualified.
(3) The key personnel effectively managed their portion of contract.
NOTE: For statements indicating “UNACCEPTABLE” please provide a brief explanation on the attached page. Use additional pages if required.
CONTRACTOR PERFORMANCE EVALUATION SURVEY CONTINUED
CONTRACTOR NAME: CONTRACT NUMBER:
NARRATIVE EXPLANATION:
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