RT Past Performance Questionnaire.pdf

PAST PERFORMANCE EVALUATION QUESTIONNAIRE

Instructions to Offerors Sending Reference Questionnaire Forms:

Section A shall be completed by the Offeror (the firm requesting the reference) prior to issuing the questionnaires. The Offeror shall send the questionnaires for relevant projects completed in the past three (3) years of the proposal due date to the individuals who will provide the reference. For Government contracts, send to the Contracting Officer or Technical Representative. For commercial references, send to personnel with duties similar to those for Government contracts. It is the responsibility of the Offeror to follow-up and encourage references to submit the questionnaire. The completed questionnaire shall be submitted via e-mail directly from the person providing the reference.

Instructions to Person Providing Reference:

In order to assess potential vendors under the Washington Headquarters Service (WHS), Acquisition Directorate

(AD) is obtaining past performance information with respect to each Offeror. As a reference for work performed by the firm identified in Section “A” of this questionnaire, your candid response will assist in the evaluation process. Please complete Section “B” of the questionnaire as thoroughly as possible. The questionnaire must be submitted to aubrey.j.mckinney2.civ@mail.mil and WHS.MC-ALEX.AD.mbx.KS@mail.mil by June 29, 2021, 11:00 AM Eastern. The subject line in the submission e-mail shall clearly indicate: Retirement Seminar

Training Support Services Past Performance Questionnaire Submission for <Company 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 to confirm or clarify information. This is a major WHS/AD acquisition and your input into this evaluation is greatly appreciated. If you have questions regarding this questionnaire or require assistance, please submit inquiries to aubrey.j.mckinney2.civ@mail.mil and WHS.MC-ALEX.AD.mbx.KS@mail.mil.

mailto:aubrey.j.mckinney2.civ@mail.mil mailto:WHS.MC-ALEX.AD.mbx.KS@mail.mil mailto:aubrey.j.mckinney2.civ@mail.mil mailto:WHS.MC-ALEX.AD.mbx.KS@mail.mil.

SECTION A

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

PART I: HQ0034-20-R-0165 Retirement Seminar Training Support Services OFFEROR

COMPANY NAME AND DIVISION NAME OF OFFEROR:

OFFEROR ADDRESS:

OFFEROR DUNS:

PART II: PAST PERFORMANCE INFORMATION

TITLE OF PROJECT/CONTRACT NUMBER FOR WHICH REFERENCE IS REQUESTED:

PROCUREMENT VEHICLE (e.g. CONTRACT/ORDER/SUBCONTRACT/OTHER):

TYPE OF CONTRACT (e.g. NEGOTIATED, SEALED BID):

PRICING TYPE: (Check all that apply)

_FP _FPI _CPFF _CPAF _CPIF _IDIQ _BOA

_Requirements _Labor-Hour _T&M _Other (Specify)

DATE OF AWARD:

PERIOD OF PERFORMANCE (INCLUDING OPTIONS):

CONTRACT AMOUNT:

INITIAL CONTRACT DOLLAR VALUE (W/OPTIONS):

FINAL CONTRACT DOLLAR VALUE (W/OPTIONS):

ROLE ON PROJECT:

_PRIME

_SUBCONTRACTOR (EXPLAIN TYPE AND EXTENT OF SUBCONTRACTING, IF

APPLICABLE): OTHER (EXPLAIN)

GENERAL DESCRIPTION OF TYPE OF SERVICES/PRODUCTS REQUIRED UNDER THE CONTRACT:

DESCRIBE COMPLEXITY OF WORK:

SECTION B

TO BE COMPLETED BY EVALUATOR (PERSON PROVIDING REFERENCE)

PART I: REFERENCE INFORMATION

NAME & TITLE:

ORGANIZATION (INCLUDING AGENCYAND/OR COMPANY):

CONTRACT ROLE (e.g. CO, COR, PM):

ADDRESS:

PHONE NUMBER:

FAX NUMBER:

E-MAIL:

PART II: INFORMATION ABOUT PROJECT/CONTRACT FOR WHICH REFERENCE IS REQUESTED

Please identify and correct any information that is not accurate in Section A.

Please objectively assess the requesting firm in each performance element below by assigning an “X” to the most appropriate rating:

Exceptional: Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with few minor problems for which corrective actions taken by the contractor were highly effective.

Very Good: Performance meets contractual requirements and exceeds some to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

Satisfactory: Performance meets contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

Marginal: Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being evaluated reflects a serious problem for which the contractor has not yet identified corrective actions. The contractor’s proposed actions appear only marginally effective or were not fully implemented.

Unsatisfactory: Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains a serious problem(s) for which the contractor’s corrective actions appear or were ineffective.

Performance Element

Exceptional

Very Good

Satisfactory

Marginal

Unsatisfactory

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

Comments:

Performance Element

Exceptional

Very Good

Satisfactory

Marginal

Unsatisfactory

2. Content, accuracy, and timeliness of technical reports and deliverables?

3. Contractor’s ability to identify and correct performance deficiencies in a timely manner?

4. Ability to handle fluctuating workloads?

Comments:

5. Ability to recruit and retain highly skilled personnel, including ability to fill key vacancies in a timely manner?

6. Communicating schedules, delays, and expectations and interfacing with

Government employees?

7. Overall Responsiveness to Government requests?

8. If performance based, how successful was the Contractor in meeting the contract metrics?

9. Overall Contract Performance Rating?

10. Additional comments you would like to share

Signature/Date