Attachment J.5 - Past Performance Questionnaire.docx

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Office of Financial Management (OFM)/Financial Management Systems Group (FMSG) Technical Support Contractor (TSC)
Solicitation number
RFP-CMS-2017-8a-0006
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Attachment J.5 – Past Performance Questionnaire

PAST PERFORMANCE QUESTIONNAIRE

Sample Cover Letter for the Offeror to send to a client(s) and/or reference(s).

[COMPANY LETTERHEAD (Prime or subcontractor)]

(insert date)

(insert client and/or reference name and Address)

SUBJECT: RFP-CMS-2017-8A-0006 – FMSG Technical Support Contractor

Dear (insert Client and/or Reference):

We are currently responding to the Centers for Medicare and Medicaid Services (CMS) Request for Quote number RFP-CMS-2017-8A-0006 The purpose of this contract is to provide Security Controls Assessments to CMS.

There is an increased emphasis on past performance in the federal source selection process. CMS is requesting that customers and clients of Offerors provide the information as described within the attached questionnaire and return it to them for evaluation. We have identified you as one of our references and respectfully request that you complete and sign the attached questionnaire and then return it to CMS.

Past Performance Questionnaires are due to Meghan Critzman, CMS Contract Specialist, Meghan.Critzman@cms.hhss.gov, with a virtual copy to Alan Fredericks, Contracting Officer, at Alan.Fredericks@cms.hhs.gov no later than EST on March 3, 2017 no later than 11am. However, we would appreciate an earlier response, if at all possible.

We sincerely appreciate your cooperation in this matter.

Sincerely, (insert the Offeror’s Point of Contact)

DEPARTMENT OF HEALTH & HUMAN SERVICES

Centers for Medicare & Medicaid Services 7500 Security Boulevard, Mail Stop C3-30-03 Baltimore, Maryland 21244-1850

Office of Acquisition and Grants Management

SUBJECT: RFP-CMS-2017-8A-0006 – FMSG Technical Support Contractor.

To Whom It May Concern:

The Centers for Medicare & Medicaid Services (CMS) very much appreciates your time and thoughtfulness in completing the attached questionnaire. The information obtained from this questionnaire will be utilized to evaluate the past performance of Offerors/Contractors who wish to be awarded a contract with CMS. Please be advised that neither your name, nor position or organization, will be divulged either before and/or during this survey.

The questionnaire is arranged by general performance areas, e.g., quality of service/performance, cost control, timeliness, management, etc. Each area consists of a few basic questions relating to these aspects of performance with regard to the Offeror/Contractor with which you worked. Please complete the questionnaire as indicated on the form.

Finally, please sign (electronic signature(s) are acceptable) your name and identify your position during your association with the referenced Offeror/Contractor. Once completed, please submit the questionnaire in one of the following manners:

Email:Meghan.Critzman@cms.hhs.gov, with a virtual copy to Alan.Fredericks@cms.hhs.gov
E-mail (electronic submission) is the preferred method.
Fax:(410) 786-2042
ATTN: Ms. Meghan Critzman, Contract Specialist

Phone: (410) 786-2042 Please provide notification via phone and/or email to the Contract Specialist prior to a fax submission.

Mail Original:Centers for Medicare and Medicaid Services
Office of Acquisition and Grants Management
Division of Data Center Contracts
ATTN: Meghan Critzman, Contract Specialist
7500 Security Blvd., M/S: B3-30-03
Baltimore, MD 21244-1850

If you should have any questions, comments and/or concerns please contact Licinda Peters, Contract Specialist at (410) 786-2042 and/or email at Meghan.Critzman@cms.hhs.gov

Sincerely,

Alan Fredericks
Contracting Officer, CMS-OAGM

PAST PERFORMANCE QUESTIONNAIRE

RFP-CMS-2017-8A-0006 – FMSG Technical Support Contractor.

Offeror/Contractor: (insert Offeror’s name and, point of contact) Contract/Order #:

Address: (insert Offeror’s address, phone and, email address)

Please complete the following questionnaire about the Contractor (Offeror); and, indicate your responses in the blocks and/or columns, as appropriate.

Numerical ratings are as indicated in the Rating Scale below for Questions (Q) 6-11.

Note(s): Use of the term “agency” can be interpreted as either a Government and/or non-Government organization.

Please do not leave any section blank. If you are unsure and/or a question does not apply, please indicate your response as “not applicable” (N/A).

Rating Scale:

0
Unsatisfactory: Non-conformances are jeopardizing the achievement of contract requirements, despite use of Agency resources. Recovery is not likely. If performance cannot be substantially corrected, it constitutes a significant impediment in consideration for future awards containing similar requirements.
1
Poor: Overall compliance requires significant Agency resources to ensure achievement of contract requirements.
2
Fair: Overall compliance requires minor Agency resources to ensure achievement of contract requirements
3
Good: There are no, or very minimal, quality problems, and the Contractor has met the contract requirements.
4
Excellent: There are no quality issues, and the Contractor has substantially exceeded the contract performance requirements without commensurate additional costs to the Government.

We request that you explain each of your ratings with a comment. Please be as specific in your comment as possible, especially in situations that warrant very high or very low ratings. Use extra pages as necessary or expand the form electronically as needed.

Q1. What type of Product(s)/service(s) was/are provided by the Offeror?

Q2. What type of contract(s) (Firm Fixed Price, Cost Reimbursement, Time and Material, etc.), quantity, and subtotal dollar value of each type of contract(s) do/did you have with the Offeror?

Q3. Was the contract/subcontract(s) solicited competitively or noncompetitively?

Q4. Total value of the contract/subcontract(s) with the Offeror?

Q5. Period of Performance of the contract/subcontract(s)?

Q6. How was the contractor's quality of products/services? (Compliance with contract requirements? Accuracy of reports submitted? Technical excellence? Appropriateness of personnel?) – See rating scale narrative on previous page.
Comments:
Rating:
Q7. How well did the contractor control costs? Was it within budget (over/under target costs?) If an Earned Value Management System (EVMS) was used, was the Contractor in compliance with the EVMS plan? Did the Contractor provide current, accurate and complete billings? Relationships of negotiated costs to actual costs? Cost efficiencies?) Fixed Price = ? See ratings scale.
Comments:
Rating:
Q8. How well did the contractor comply with timeliness? (Did contractor meet interim milestones and delivery dates on time?) – See rating scale narrative on previous page.
Comments:
Rating:
Q9. How well did the contractor work with Project/Contracting Officers? (Prompt notification of problems? Reasonable, cooperative, flexible? Proactive? Responsive to contract requirements? Recommended solutions?) – See rating scale narrative on previous page.
Comments:
Rating:
Q10. How would you describe the contractor's commitment to customer satisfaction? (How well did the contractor interface with the end user of the product/service?) – See rating scale narrative on previous page.
Comments:
Rating:
Q11. How well do you assess the contractor's key personnel? (How long did key personnel stay on contract? Did they effectively manage contract? Were they responsive to technical direction?) – See rating scale narrative on previous page.
Comments:
Rating:
Q12. If there was a cost overrun(s) or delivery delay(s), in your opinion, how much of the overrun/delay was attributable to contractor’s management?
a. All

b. Most

c. Half

d. Little

e. None

f. Not applicable

Q13. Based on your experience with this contractor, do you think it can be relied upon to deliver quality products/services by a specific delivery date?
a. Yes

b. No

Q14. Regarding resolving difficulties of a Technical, Business, Performance, and/or Quality nature, how responsive/effective was the Contractor?
a. Highly Cooperative and Responsive

b. Moderately Cooperative and Responsive

c. Slightly Cooperative and Responsive

d. Slightly Uncooperative and Unresponsive

e. Moderately Uncooperative and Unresponsive

f. Highly Uncooperative and Unresponsive

g. No opinion

Q15. Do you believe the contractor can be relied upon to control the cost of performance?
a. Yes

b. Uncertain

c. No

Q16. How frequently did you have to direct the contractor to re-perform the services because it had been performed unsatisfactorily the first time?
a. None

b. Occasionally

c. Often

d. Always or almost always

Q17. Was the contractor's performance generally satisfactory?
a. Yes

b. No

Q18. Would you hire this contractor again?
a. Yes

b. No

Q19. Would you recommend this contractor to others?
a. Yes

b. No

Q20. Any other comments regarding the contractor's performance?
Comments:

Company (reference) COMPLETING the Questionnaire

Company Name: ________________________________________________________________

Point of Contact: ___________________________ Title: ___________________________

Address:________________________________________________________________
_________________________________________________________________

Telephone No.: ___________________________ Email: __________________________

Individual Completing the Questionnaire: __________________________________________
SignatureDate

Note: The Questionnaire may be submitted with an electronic and/or scanned signature (information).

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