RFP No. 283-25-0642 Attachment 9 & 10 Client Letter & Contractor Performance Form.docx

DOCX document 49 KB Posted

Attached to
Grant & Contract Review Support "GCRS"
Solicitation number
283-24-0642
Issued by

About this file

This file contains a sample client letter template and contractor performance evaluation form for RFP No. 283-25-0642 "Grant and Contract Review Support (GCRS)" from HHS/SAMHSA. The client letter template requests past performance references to complete the attached evaluation form and submit it to SAMHSA.

The contractor performance evaluation form assesses five key areas on a 0-4 scale: Quality of Product/Service, Cost Control, Schedule, Management, and Customer Service. Each area has detailed rating criteria and guidelines ranging from Unsatisfactory (0) to Exceptional (4). The form requires information about the contract number, type, value, period of performance, and description of work performed. Evaluators must provide comments for each rating area and include their contact information. The form is designed to be used in SAMHSA's evaluation of competing contractors, with evaluator identities protected from release to contractors during negotiations or debriefings.

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Other files

File Type Posted
SF-30 283-25-0642 Amendment 2.pdf PDF
RFP 283-25-0642 QAs Updated 12-19-24.pdf PDF
SF-30 283-25-0642 Amendment 1.pdf PDF
RFP No. 283-24-0642 Attachment 2 QASP_Revised 12.17.24.pdf PDF
RFP 283-25-0642 Questions - Answers.pdf PDF
RFP No. 283-24-0642 Attachment 1a PWS_Revised 12.17.24.pdf PDF
RFP No. 283-25-0642 Cover Letter.pdf PDF
RFP No. 283-25-0642 Attachment 11 Breakdown Estimated Costs and Labor Hours.docx DOCX document
RFP No. 283-24-0642 Attachment 1b General Requirements.docx DOCX document
RFP No. 283-24-0642 Attachment 1a PWS.docx DOCX document
RFP No. 283-24-0642 Attachment 2 QASP.doc DOC document
RFP No. 283-25-0642 Attachment 4 SF LLL-A, Disclosure of Lobbying Activities.docx DOCX document
RFP No. 283-25-0642 Attachment 5 Proposal Intent Response.docx DOCX document
RFP No. 283-25-0642 Attachment 6 Packaging and Delivery of Proposals via eCPS.docx DOCX document
RFP. No. 283-25-0642 Attachment 13 Summary of Cost and Hours Spreadsheet.xlsx XLSX spreadsheet
RFP No. 283-25-0642 Attachment 3 Billing Instructions.docx DOCX document
RFP No. 283-25-0642 Attachment 14 Sealed Proposal Cover Page & Instructions.docx DOCX document
RFP No. 283-25-0642 Attachment 15 Section 508 Template.docx DOCX document
RFP 283-25-0642.pdf PDF
RFP No. 283-25-0642 Attachment 12 IT Total Estimate Cost Sheet.xls XLS spreadsheet
RFP No. 283-25-0642 Attachment 8 Contact Points.docx DOCX document
RFP No. 283-25-0642 Attachment 7 Government Notice for Handling Proposals.docx DOCX document
RFP No. 283-24-0642 Attachment 1c Schedule of Deliverables.docx DOCX document
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Text version

CLIENT LETTER

(Suggested Format)

Subject: RFP No. 283-25-0642

Dear {Insert Client}:

We are currently responding to the Department of Health & Human Services, Substance Abuse and Mental Health Services Administration, for the procurement of a contract entitled, “Grant and Contract Review Support (GCRS).”

The Government is placing increased emphasis in its procurements on past performance as a source selection factor.

It requires that clients of entities responding to solicitations be identified and their participation in the evaluation process be requested.

Based on your knowledge concerning our work, it is requested that you please complete the attached “Contractor Performance Information” form and forward it to Carla.Carter@samhsa.hhs.gov by no later than _______________________.

Your cooperation is appreciated. Any questions may be directed to: Carla Carter at Carla.carter@samhsa.hhs.gov.

Sincerely, {Insert Offeror}

RFP No. 283-25-0642 Attachment 9: Example Client Letter

RFP No. 283-16-0490, “BHSIS” Attachment 12

Attachment 15 DHHS, SAMHSA: Final ___ Interim___ Report

CONTRACTOR PERFORMANCE INFORMATION

Contractor being EVALUATED:

Contractor Name and Address

1. Contract Number:

2. Type of Contract:

3. Contract Value (Current plus any unexercised options):

4. Period of Performance (including any option periods):

5. Description of Requirement:

6. Ratings. Summarize contractor performance and circle or type in the number below that corresponds to the performance rating for each category. Please see the attachment, which explains the rating scale.

Quality:

Comments:

Cost Control:
0
Schedule:
0
Management:
0
Customer Service:
0

7. Total score:

Evaluated by:

Agency/Organization __________________________________________________ Date ___________________

Name and Title _________________________________________ Telephone number ____________________________

Signature _____________________________________________ E-mail address _______________________________ RFP No. 283-25-0642 Attachment 10: Contractor Performance Information Form

RFP No. 283-25-0642 Attachment 10: Contractor Performance Information Form

Contractor Performance Evaluation
Instructions for Completing Contractor Performance Information Form

Based on the rating area elements presented below and the rating guidelines on the back of this sheet, please evaluate contractor performance in each of the rating areas. On the “Contractor Performance Information” form, circle (or type in the “Comments” area) the rating from 0 to 4 that most closely matches your evaluation of the contractor’s performance. Please add written comments for each rating. If you wish, you may attach additional comments or information. We would also appreciate your answers to the specific questions, if any, on the back of the form. Please return the form to the address indicated on the back of the form. Thank you for your time and your cooperation.

SAMHSA will use the information from this form to evaluate offerors competing for contract awards. We may release the information from this form to the contractor during negotiations or debriefings. If we release information from this form, we will not release your name to the contractor.

Elements within Each Rating Area

Quality of Product or Service

-Compliance with contract requirements
-Accuracy of reports
-Appropriateness of personnel
-Technical excellence

Cost Control

-Within budget
-Current, accurate and complete billings
-Costs properly allocated
-Unallowable costs not billed
-Relationship of negotiated costs to actual
-Cost efficiencies

Schedule

-Meets interim milestones
-Reliable
-Stays on schedule despite problems
-Responsive to technical direction
-Completes work on time, including wrap-up and contract administration
-No liquidated damages assessed

Management

-Effective management
-Use of performance-based management techniques
-Business-like concern for the customer's interests
-Effective management and selection of subcontractors
-Effective small/small disadvantaged business subcontracting program
-Reasonable/cooperative behavior
-Effective use of technology in management and communication
-Flexible
-Minimal staff turnover
-Maintains high employee morale
-Resolves disagreements without being unnecessarily litigious.

Customer Service

-Understands and embraces service and program goals
-Team approach with the customer
-Satisfaction of end users with the contractor’s service
-Positive customer feedback
-Prompt responses
-Courteous interactions
-Effective escalations and referrals
-Initiative and proactive improvements
-Creative service strategies

Rating Guidelines

Quality of Product or Service:

0 - Unsatisfactory
Nonconformance jeopardizes the achievement of contract goals; default.
1 - Marginal
Nonconformance requires major agency intervention to ensure achievement

of contract goals; show cause or cure notices.

2 - Satisfactory
Quality meets specifications in most cases, however, some agency intervention required to ensure achievement of contract requirements.
3 – Very Good
Quality meets specifications in all cases.
4 - Exceptional
Quality exceeds specifications in some cases.

Cost Control:

0 - Unsatisfactory
Cost increases jeopardize achievement of contract goals; or billings routinely include unallowable costs.
1 - Marginal
Significant cost increases; or some inaccurate billings including some with unallowable costs.
2 - Satisfactory
Minor cost increases; or some inaccurate billings, but a minimal (1-2) number with unallowable costs.
3 – Very Good
Contractor performed within costs; but some late billings, none with unallowable costs.
4 - Exceptional
Costs were less than the amount cited in the contract; and billings accurate and timely.

Schedule:

0 - Unsatisfactory
Delays jeopardize the achievement of contract goals.
1 - Marginal
Other significant delays.
2 - Satisfactory
Minor delays.
3 – Very Good
All deliverables on time.
4 - Exceptional
All deliverables on time with some ahead of schedule; or stays on schedule despite unforeseen circumstances.

Management:

0 - Unsatisfactory
Unethical or illegal business practices.
1 - Marginal
Business practices are not attuned to customer support.
2 - Satisfactory
Business practices are somewhat attuned to customer support.
3 – Very Good
Business practices focus on customer support.
4 - Exceptional
Highly effective, proactive business practices focused on customer support.

Customer Service:

0 - Unsatisfactory
Response to service requests is routinely late, ineffective, or rude; customers express frustration or anger about many interactions; complaints are unresolved; contractor seems unaware of service issues.
1 - Marginal
Response to service requests is often late, ineffective or rude; some complaints are resolved.
2 - Satisfactory
Response to service requests is uneven in timing or effectiveness; customer interactions are tenuous; contractor is trying hard and understands service issues.
3 – Very Good
Response to service requests is timely, effective and courteous; customers express positive feedback; delivery of service is smooth and organized; collects customer feedback; customer problems are resolved well.
4 - Exceptional
Response to service requests is timely, effective and courteous; the contractor is proactive in building good relations with customers, proposing new service strategies, analyzing and reporting on service loads and collecting and using customer feedback.

File details come from the government source that posted it. Updated .