Past_Performance_Evaluation_Questionnaire attachment 9.pdf
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- Solicitation number
- 89503508102026
- Issued by
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Department of Energy
About this file
This is a Past Performance Evaluation Questionnaire template used by federal agencies to assess contractor performance on completed or ongoing contracts.
The questionnaire collects comprehensive contract identification information including contractor name, contract address, procuring agency, agency point of contact, contract type (Firm Fixed Price, T&M/LH, Cost Reimbursement, or other), contract dates, contract value, contract title, and detailed scope of work description. Evaluators assess contractor performance across six key factors: Quality of Work, Cost/Budget Control, Customer Satisfaction, Schedule/Timelines, Business Relations/Communications/Responsiveness, and Staffing/Personnel. Each factor uses a standardized rating scale—Quality of Work, Budget Control, Schedule/Timelines, Business Relations, and Staffing use a five-point scale (Exceptional, Very Good, Satisfactory, Marginal, Unsatisfactory), while Customer Satisfaction uses a five-point Likert scale (1-Very Unsatisfied through 5-Very Satisfied). The questionnaire includes space for evaluator comments on each factor, evaluator identification information (name, title, date, signature), and sections for documenting contractor strengths and areas for improvement. The template concludes with a yes/no/with reservations question regarding whether the evaluator would recommend awarding another contract to the contractor. Comprehensive rating guidelines are provided, defining specific performance criteria and expectations for each rating level across all evaluation factors.
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Attachment 9
1 | P a g e
Past Performance Evaluation Questionnaire
1. Contractor Name:
2. Contract Address:
3. Procuring Customer/Agency:
4. Agency POC: _________________________________________________________
a. Phone: (_____)-__________-_________________
b. Email: ____________________________________
5. Contract Type:
☐Firm Fixed Price
☐T&M/LH
☐Cost Reimbursement
☐Other (Please specify):
6. Dates of Contract: Start date _____/____/_____ End date ____/____/___
7. Contract Value: $_________________________
8. Title of Contract:
9. Description of Contract Service/Scope of Contract:
2 | P a g e
Performance Evaluation
10. Evaluation Factor Comments Rating
a. Quality of Work
☐Exceptional
☐Very Good
☐Satisfactory
☐Marginal
☐Unsatisfactory
b. Cost/Budget Control
☐Satisfactory
☐Marginal
☐Unsatisfactory
c. Customer Satisfaction
☐1-Very Unsatisfied
☐2-Somewhat Dissatisfied
☐3-Neither Satisfied Nor Dissatisfied
☐4-Somewhat Satisfied
☐5-Very Satisfied
d. Schedule/Timelines
☐Satisfactory
3 | P a g e
☐Marginal
☐Unsatisfactory
e. Business Relations/communi cations/Responsivn ess
☐Satisfactory
☐Marginal
☐Unsatisfactory
f. Staffing/Personnel
☐Satisfactory
☐Marginal
☐Unsatisfactory
11. Evaluator Name: 12. Evaluator Title:
13. Date: 14. Signature:
Strengths
Areas for Improvement
Would you award another contract? ☐Yes ☐ No ☐With Reservations
4 | P a g e
Performance Evaluation Guidelines For Ratings
Rating Quality of Work
Consider the contractor's ability to:
• Meet contract requirements and performance standards
• Deliver accurate, complete, and technically sound work
• Maintain quality control throughout contract performance
Budget control
Evaluate the contractor's ability to:
• Manage costs w/in approved budget
• Submit accurate and timely invoices
• Controls expenditures effectively
• Minimize unnecessary change orders
• Identify opportunitie s for cost savings
Customer satisfaction
Assess the extent to which the contractor:
• Met or exceeded customer expectations
• Responded effectively to customer needs
• Demonstrated professionalis m and reliability
• Maintained positive working relationships
Schedule/Timelines s
Evaluate whether the contractor:
• Met contract milestones and deliverable dates
• Completed work within the required schedule
• Responded promptly to requests and technical direction
• Effectively managed project timelines
Business relations/ communication/ responsiveness
Assess the contractor's effectiveness in:
• Communicatio n and responsiveness
• Contract administration
• Problem identification and resolution
• Collaboration with Government personnel
• Professionalism and customer service
• Proactive issue management
Personnel/ Staffing
Evaluate the agencies:
• Provide qualified, competent personnel
• Personnel and staff were knowledgeable of relevant topics and aware of job related task.
• Were staff able to communicate well relating to task at hand
Unsatisfactor y
Non conformances are compromising the achievement
Cost issues are compromising performance
1—Very Unsatisfied
Delays are compromising achievement of contract requirements
Response is not effective.
Contractor does not communicate and lack of communications
Contractor personnel were not knowledgeable or trained. Unable to carry out contract task.
Compromising
5 | P a g e of contract requirements compromise achievement of contract requirements achievement of contract requirements
Marginal Non-conformances require major agency resources to ensure achievement of contract requirements
Cost issues require major agency resources to ensure achievement of contracts requirements
2—Somewhat Dissatisfied
Delays require major agency resources to ensure achievement of contract requirements
Response is marginally effective.
Response or lack there of requires major agency resources to ensure achievements of contact requirements
Staffing communication/trainin g issues require major agency resources to ensure achievement of contract requirements
Satisfactory Non-conformances do not impact the achievement of contract requirements
Cost issues do not impact achievement of contract requirements
3—Neither Satisfied nor Dissatisfied
Delays do not impact achievement of contract requirements
Response is usually effective and does not negatively impact achievement of contract requirements
All staff and personnel were knowledgeable and trained properly on contract subject matter.
Very Good There are no quality problems/issues , and the contractor has substantially exceed the contract performance requirements w/out
There are no cost management issues an the contractor has exceeded the contract requirements achieving cost savings to the Govt.
4—Somewhat Satisfied
There are no delays Response to inquiries and/or technical, service, administrative issues are effective an contributes towards advancement of contract
All staff and personnel were knowledgeable and trained properly on contract subject matter.
Exceeded contract requirements
6 | P a g e commensurate additional costs to the Govt.
Exceptional Contractor demonstrated an exceptional performance level that was significantly in excess of anticipated achievements and is commendable as an example for others. It is expected that this rating will be used in those rare circumstances where contractor clearly exceeds the performance levels described as “Exceptional”.
Contractor demonstrated an exceptional performance. It is expected that this rating will be used in those rare circumstances here the con tractor achieved cost savings and performance levels describes as “Exceptional”
5—Very Satisfied
Contractor has demonstrated an exceptional performance level. It is expected that this rating will be used in those rare circumstances where contractor clearly exceeds the performance levels described as “Exceptional”.
Contractor has demonstrated an exceptional performance level.
It is expected that this rating will be used in those rare circumstances where contractor clearly exceeds the performance levels described as “Exceptional”.
Contractor has demonstrated an exceptional performance level. It is expected that this rating will be used in those rare circumstances where contractor clearly exceeds the performance levels described as “Exceptional”.
| Past Performance Evaluation Questionnaire |
| Performance Evaluation |
| Strengths |
| Areas for Improvement |
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