PastPerformanceSurvey-for references.docx

OWNER/CLIENT PAST PERFORMANCE SURVEY (previous buyers/customers)

NAME OF PROJECT

CONTRACTOR (Name of Offeror):___________________________________________________

Address:________________________________________________________________________________

The USDA Forest Service uses “Past Performance” information to evaluate contractor potential for quality performance. The term refers to a firm’s record of: Conforming to contract requirements; Meeting standards of good workmanship; Forecasting and controlling costs; Adherence to contract schedules, including the administrative aspects of performance; to its history of reasonable and cooperative behavior and commitment to customer satisfaction; and the firm’s general business-like concern for the interests of the customer.

These answers relate to the work performed under the following Project, Dated ___/___/____ to __/___/____

Name / Number, Dollar value: ___________________________________________ $______________

Location of project:_______________________________________________________ _____

Description or Type of Work___________________________________________________________ DEFINITION of rating levels:

Exceptional: The contractor has demonstrated an outstanding performance level in any of the categories that justifies adding a point to the score. It is expected this rating will be used in those rare circumstances where contractor performance clearly exceeds the performance levels. Very High Confidence in this contractor.

Very Good: Meets contract requirements and exceeds some, able to identify an event & how it was a benefit. No significant weaknesses, minor problems where corrective action was effective. Significant Confidence in this contractor.

Satisfactory: Meets Overall compliance to ensure achievement of contract requirements. Problems recovered without impact to the final product. Some Confidence in this contractor.

Marginal: Overall compliance requires major Agency resources to ensure achievement of contract requirements. Performance does not meet some requirements. Contractors proposed actions appear only marginally effective or not fully implemented. Little to No Confidence in this contractor.

Unsatisfactory: Nonconformances are jeopardizing the achievement of work requirements, despite use of Agency resources. Performance not meeting work requirements and recovery not likely. Contractor had trouble overcoming multiple events. No Confidence in this contractor.

How would you rate the Overall Performance of this Contractor on the subject project?

Exceptional Very Good Satisfactory Marginal Unsatisfactory

Quality of Products/Services/Construction Rating:______ Were quality products/services/construction received?

Did the end result meet expectations regarding quality?

Does the Contractor act proactively to avoid or resolve difficulties?

Did contactor staffing or organizational management ever present problems in performance or receipt of goods and services?

Comments:

Schedule Rating:______ Did contractor meet performance time?

Any issues causing Cure Notice, Show Cause Notice or Delinquency Notice Problems resulting in variance to delivery schedule or complete the project without any undue delays?

Was the contractor responsive to changes in contract schedule

Management/Business Relations Rating:______ Over project management (i.e. business relations, cooperative behavior).

Describe the working relationship of the Contractor and your organization and site representatives as well as the Contractor’s subcontractors.

Contractor’s communication with the owner/technical personnel and ability to resolve problems.

Was the contractor able to hire, train, subcontract and maintain a quality workforce?

If Key Personnel did not perform well, was action taken by the Contractor?

Based upon your knowledge of the past performance and experience with this contractor, would you work with them again and/or award them another contract?

Respondent / Evaluator Identification. Please complete the following – you may be contacted for additional information regarding the named contractor: Please use additional pages if needed.

Name: _____________________Title ___________________ Phone ____________ FAX _____________

Date:_________________ E-Mail: ______________________

Return to: Andrew J. Hopkins, Rocky Mountain Region 2, CSA 5 PPS Purchasing Agent