Past Performance Questionnaire.docx

15JPSS24R00000048 Private Counsel Debt Collection – District of Massachusetts

PAST PERFORMANCE QUESTIONNAIRE

INSTRUCTIONS TO OFFERORS SENDING REFERENCE QUESTIONNAIRE FORMS:

Part I (Section A and Section B) shall be completed by the offeror (the firm requesting the reference) prior to issuing the questionnaire. The offeror shall send the questionnaire forms for relevant debt collection work that is in progress or completed in the past three (3) years to clients who will provide the reference. It is the responsibility of the offeror to follow-up and encourage client references to submit the questionnaires by the proposal due date. The completed questionnaires shall be submitted via e-mail directly from the person providing the reference. The Department will not accept completed questionnaires sent from the offeror.

INSTRUCTIONS TO PERSON PROVIDING REFERENCE:

The U.S. Department of Justice (DOJ or Department) is currently conducting a competitive procurement in support of the Private Counsel Program. The selected firm(s) shall furnish all legal services, including representation in negotiation, compromise, settlement, and litigation, to collect delinquent debts owed to the United States. Such services include the collection and litigation of secured and unsecured federal debts and participation in bankruptcy, foreclosure, and other ancillary proceedings as may be required.

In order to accurately evaluate the firm’s past performance in relation to its capability in performing legal services as a DOJ Private Counsel, your assistance is requested in obtaining and verifying the past performance history of this firm. As a reference for work performed by the firm identified in Part I of this questionnaire, your candid response will assist the evaluation process. Please complete Part II (Section A and Section B) of the questionnaire thoroughly. The questionnaire must be submitted to christina.murray@usdoj.gov no later than July 9, 2024 at 4:30 p.m. ET. An earlier submission is highly recommended. The subject in the submission e-mail shall clearly indicate: Past Performance Questionnaire Submission for <Firm’s Name> and the message shall originate from the reference’s government or commercial e-mail system.

In addition to this questionnaire, you may receive a follow-up phone call or e-mail to confirm or clarify information. Your input into this evaluation is greatly appreciated. If you have questions regarding this questionnaire or require assistance, please submit inquiries to christina.murray@usdoj.gov.

Sincerely, Christina Y. Murray

Christina Y. Murray Contracting Officer

PART I

TO BE COMPLETED BY OFFEROR (THE FIRM REQUESTING THE REFERENCE)

SECTION A: OFFEROR INFORMATION

NAME AND ADDRESS OF FIRM BEING EVALUATED:

SECTION B: PAST PERFORMANCE INFORMATION

AGENCY/CLIENT NAME:

CONTRACT/ORDER NUMBER (IF AVAILABLE, PLEASE SPECIFY. OTHERWISE, INDICATE N/A):

TYPES OF DEBT COLLECTION AND LITIGATION ACTIVITY PERFORMED (E.G., SPECIFY IN DETAIL TYPES OF SECURED AND UNSECURED DEBT, TO INCLUDE ANY PARTICIPATION IN BANKRUPTCY, FORECLOSURE, AND OTHER RELATED SERVICES/WORK):

WHEN AND HOW LONG WERE THE SERVICES/WORK PERFORMED (MM/DD/YYYY TO MM/DD/YYYY OR PRESENT):

PART II

TO BE COMPLETED BY EVALUATOR (PERSON PROVIDING REFERENCE)

SECTION A: REFERENCE INFORMATION

NAME & TITLE:

ORGANIZATION (INCLUDING AGENCY AND/OR COMPANY):

ADDRESS:

PHONE NUMBER:

E-MAIL:

SECTION B: INFORMATION ABOUT DEBT COLLECTION ACTIVITY FOR WHICH REFERENCE IS REQUESTED

Please identify and correct any information that is not accurate in Part I.

Please objectively assess the requesting firm in each performance element below by assigning an “X” to the most appropriate rating as described below. Please provide clear and concise narrative explanations (both positive and negative) for your answers.

PART III: DEFINITION OF PERFORMANCE LEVELS

PERFORMANCE LEVEL

EXCEPTIONAL: Performance meets requirements and exceeds many to the client’s benefit.

VERY GOOD: Performance meets requirements and exceeds some to the client’s benefit.

SATISFACTORY: Performance meets requirements.

MARGINAL: Performance does not meet some requirements.

UNSATISFACTORY: Performance does not meet most requirements.

PART IV: PEFORMANCE ELEMENTS

1. Quality (Assess the offeror’s conformance to contract/effort requirements, specifications and standards of good workmanship (e.g., commonly accepted technical, professional, environmental, or safety and health standards.)

|_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory |_| N/A

Explanation:________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

2. Schedule (Assess the timelines of the offeror against the completion of the contract/effort milestones, delivery schedules, and administrative requirements (e.g., efforts that contribute to or affect the schedule variance.)

|_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory

Explanation:________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

3. Cost Control (Note: This area does not apply to firm-fixed price contracts/efforts. Assess the offeror’s effectiveness in forecasting, managing, and controlling costs.)

|_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory

Explanation:________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

4. Management (Assess the integration and coordination of all activity needed to execute the contract/effort, specifically the timeliness, completeness and quality of problem identification, corrective action plans, proposal submittals, the offeror’s history of reasonable and cooperative behavior (to include timely identification of issues in controversy), customer satisfaction, timely award and management of subcontracts, if any.)

|_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory |_| N/A

Explanation:________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

5. Small Business Subcontracting (Assess whether the offeror provided maximum practicable opportunity for small businesses to participate in the contract/effort performance consistent with efficient performance of the contract/effort.)

|_| Exceptional |_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory

Explanation:________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

6. Regulatory Compliance (Assess compliance with all terms and conditions in the contract/effort relating to applicable regulations and codes.)

|_| Very Good |_| Satisfactory |_| Marginal |_| Unsatisfactory

Explanation:________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

PART V: EVALUATOR SIGNATURE