Past Performance Survey.docx
DOCX document 28 KB Posted
- Attached to
- Secretary Held Loan Servicing (Non-HECM) Federal contract opportunity
- Solicitation number
- 86614920R0005
About this file
This document contains a past performance survey template and information on a related federal contract opportunity. The Department of Housing and Urban Development seeks to obtain loan servicing support services to perform a wide range of FHA insured and Secretary-held first, second and subordinate note and mortgage loan servicing functions, including for Partial Claim mortgages, 235 Recapture and Nehemiah mortgages, Title II Assignment Program mortgages, Asset Control Area Compliance and Enforcement mortgages, Purchase Money mortgages, Good Neighbor Next Door mortgages, Hope for Homeowners, and Emergency Home Loan Program mortgages. Offers are due by September 13, 2020 at 2:00 pm Eastern Time and shall be submitted by email. A best value source selection process will be conducted in accordance with FAR 15.101-1.
The past performance survey template is to be completed by references for designated contractors or key personnel. It includes five rating criteria—quality of service, schedule, cost control, and business relations—with definitions for exception, very good, satisfactory, marginal and unsatisfactory ratings. Additional comments are requested for any marginal or unsatisfactory ratings.
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Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| Copy of Questions and Answers Final.xlsx | XLSX spreadsheet | |
| Sec. Held Loan Servicing Solicitation B through M Amendment 2.docx | DOCX document | |
| Amendment 2.pdf | ||
| Amendment 1.pdf | ||
| pricing document.docx | DOCX document | |
| Secretary Held Loan Servicing _Non-HECM__QASP_Final.doc | DOC document | |
| Servicing Matrix.docx | DOCX document | |
| Historical Information.docx | DOCX document | |
| non disclosure attachment 8.docx | DOCX document | |
| 86614920R00005.pdf | ||
| Past Performance Information.docx | DOCX document | |
| Secretary Held Loan Servicing Solicitation.docx | DOCX document | |
| SF 1449.pdf |
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Text version
Attachment 5- Past Performance Survey
PAST PERFORMANCE SURVEY
This past performance survey is to be completed on the designated contractor or key personnel as designated below:
PAST PERFORMANCE PROJECT IDENTIFICATON (To be filled out by the Offeror):
| CONTRACTOR OR KEY PERSONNEL NAME: |
| Click here to enter text. |
| CONTRACT or ORDER NUMBER: |
| Click here to enter text. |
| PROJECT TITLE: |
| Click here to enter text. |
| TOTAL PERIOD OF PERFORMANCE, INCLUDING OPTIONS |
| Click here to enter text. |
PAST PERFORMANCE REFERENCE INFORMATION (To be filled out by the Reference):
| NAME: |
| Click here to enter text. |
| TITLE: |
| Click here to enter text. |
| AGENCY or CUSTOMER: |
| Click here to enter text. |
| PHONE: |
| Click here to enter text. |
| Click here to enter text. |
The Department of Housing and Urban Development (HUD) is procuring the services described in the box below. You have been selected by the contractor or key personnel identified above to provide past performance information to HUD to be used in evaluating the offeror’s proposal for this acquisition. Thank you for your input.
| Summarize the services acquired here. |
| If this past performance survey is related to key personnel, please summarize the level of interface you had with the designated key personnel throughout the life of the project you oversaw. |
For each of the Five (5) criteria listed below, the rater must choose One (1) Adjectival Rating by checking the box, as applicable. At a minimum, for any rating that is checked Marginal or Unsatisfactory, please submit additional comments to substantiate the rating. If Cost Control is N/A, Please explain why.
1. QUALITY OF SERVICE
| RATING |
| Adjectival Rating |
| Definition |
Exceptional Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective
Very Good Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective
Satisfactory Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory
Marginal Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.
Unsatisfactory Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.
ADDITIONAL COMMENTS:
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2. SCHEDULE
| RATING |
| Adjectival Rating |
| Definition |
Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective
Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective
Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory
Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.
Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.
Click here to enter text.
3. COST CONTROL
| RATING |
| Adjectival Rating |
| Definition |
Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective
Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective
Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory
Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.
Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.
Not Applicable
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4. BUSINESS RELATIONS
| RATING |
| Adjectival Rating |
| Definition |
Performance meets contractual requirements and exceeds many to the Government’s benefit. The element being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor/Key Personnel were highly effective
Performance meets contractual requirements and exceeds some to the Government’s benefit. The element being assessed was accomplished with some minor problems for which corrective actions taken by the Contractor/Key Personnel were effective
Performance meets contractual requirements. The element being assessed contains some minor problems for which corrective actions taken by the Contractor/Key Personnel appear or were satisfactory
Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor/Key Personnel has not yet identified corrective actions.
Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The element being assessed contains a serious problem(s) for which the Contractor’s/Key Personnel’s corrective actions appear or were ineffective.
Click here to enter text.
Please send completed form to Christopher.S.Stuart@hud.gov
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