J-14-Past_Perform_Questionnaire.pdf

September 13, 2013

SUBJECT: Past Performance Questionnaire for Solicitation Number SAQMMA13R0044, US

DEPARTMENT OF STATE AVIATION PROGRAM OFFICE SUPPORT

Dear Sir or Madam:

You have been identified as a U.S. Federal Government point of contact for a past performance evaluation of the firm listed on the attached survey form. This firm is currently being considered for an indefinite delivery, indefinite quantity (IDIQ) contract in response to a solicitation issued by the US Department of State, Office of Acquisition Management.

Please assess the performance factors listed on the attached questionnaire. Please complete and sign the questionnaire as a validation of your assessment. As part of your assessment, please provide a rating of zero through six for each contractor performance evaluation factor described in this section. For each factor and rating, please provide a narrative to support your rating. Upon completion of this questionnaire, please forward to the following:

US Department of State

Office of Acquisition Management

ATTN: Patrick J. Murphy

Suite 214, 6767 North Wickham Road

Melbourne, FL 32940

E-Mail: murphypj@state.gov

A member of our past performance evaluation team may contact you regarding your response should it become necessary. In the event that your response contains derogatory or exceptionally positive comments regarding the contractor’s performance, you may be requested to submit available documentation supporting these assessments. Your submittal of such documentation will hopefully eliminate post-response inquiries.

Thank you in advance for your assistance. Your prompt attention to this survey will be greatly appreciated. Should you have any questions concerning this request, please contact me at murphypj@state.gov or 321-622-8975 x203.

Sincerely, Patrick J. Murphy

Contracting Officer

US Department of State mailto:murphypj@state.gov mailto:murphypj@state.gov

ATTACHMENT 14

PAST PERFORMANCE QUESTIONNAIRE SAQMMA13R0044

1. Contractor name and address:

2. CAGE code:

3. Title of Effort:

4. Contract No:

5. Task/Delivery Order No. (if applicable):

4. Contractor status: Prime Contractor Prime Contractor JV Participant

Subcontractor

If your role was a team member or subcontractor, provide the prime contractor name:

5. Contract type: FFP FPIF FP-LH CPFF CPIF SAIDIQ*

MAIDIQ**

Other Cost Reimbursement (explain below) Other Type (explain below)

*Single Award Indefinite-Quantity/Indefinite-Delivery

** Multiple Award Indefinite-Quantity/Indefinite-Delivery

6. Scope of work and relevance: (describe the scope of work of the contract and explain why you believe this reference is relevant to this acquisition)

7. Contract award basis: Competitive Non-Competitive

8. Total potential performance period: From mm/dd/yyyy to mm/dd/yyyy.

(Including all options)

9. AWARDED TOTAL POTENTIAL CONTRACT VALUE: $

(Including all options)

10. CURRENT TOTAL POTENTIAL CONTRACT VALUE: $

(Including all options)

Explanation for difference between awarded and current contract values: (e.g., Government directed change in scope, schedule extension, cost overrun, etc.)

SECTION 1 – CONTRACT IDENTIFICATION (To be completed by Offeror)

SOURCE SELECTION INFORMATION - SEE FAR 2.101 AND FAR 3.104

WHEN COMPLETED, FOR OFFICIAL USE ONLY

11. Federal Government Agency(ies) Supported:

12. Place(s) of Performance:

13. COR/COTR: (name, telephone number, facsimile number, and e-mail address)

14. PCO: (name, telephone number, facsimile number, and e-mail address)

15. ACO: (name, telephone number, facsimile number, and e-mail address)

16. Type and extent of subcontracting/teaming:

15. Has this contract been partially or completely terminated for default or convenience?

( ) YES ( ) NO

17. Are there any pending terminations? ( ) YES ( ) NO

(If yes, please add a continuation page if additional space is necessary.)

18. Title and general description of type of services/products required under the contract:

(Attach additional pages if necessary) In describing contractual effort and the past performance, include specific details of performance as follows:

Performance (actual performance versus required performance)

Quality management and process improvement

Cost control

Organizational conflict of interest

Conformance to the terms and conditions of the contract

Responses to technical direction

Customer satisfaction

Achievement of small business and small disadvantaged business subcontracting goals (not applicable to small business set aside acquisitions)

19. Describe complexity of work:

20. Describe the role played and the portion of the work completed by the firm:

21. Describe your relationship with the prime contractor:

22. Describe whether you feel the effort was succesful.

What were the key positive attributes about your performance?

What were the less than positive attributes and how were these resolved:

23. Describe lessons learned that may be used to support this acquisition:

Request the Government PCO/addressee answer the following questions by choosing the number on the scale of 1 to 6 (with 6 being the highest rating – see table below) that most accurately describes the contractor’s performance or situation. Please provide a Narrative

Explanation for any ratings of 3 or less.

EVALUATED BY:

Name and Title:

Organization:

Signature: _____________________________ Date: _________________________

SECTION 2A – QUALITY OF BUSINESS RELATIONS

1 2 3 4 5 6

UNKNOWN UNACCEPTABLE MARGINAL ACCEPTABLE GOOD EXCELLENT

No record of past performance or the record is in conclusive.

Performance did not meet most contractual requirements.

There were serious problems and the contractor’s correction actions were ineffective.

Performance did not meet some contractual requirements

. There were problems, some of a serious nature, for which corrective action was only marginally effective.

Performance met contract requirements.

There were some minor problems and corrective actions taken by the contractor were satisfactory.

Performance met all contract requirements and exceeded some to the government’s benefit. There were a few minor problems which the contractor resolved in a timely, effective manner.

Performance met all contract requirements and exceeded many to the government’s benefit.

Problem, if any were negligible and were resolved in a timely, highly effective manner.

SECTION 2 – PERFORMANCE INFORMATION – U.S. FEDERAL GOVERNMENT

PROCURING CONTRACTING OFFICER (PCO)

(To be completed by Government Technical POC)

Factor Rating Narrative

1. Small Business Utilization and

Achievement of Small Business Goals:

Assess the contractor’s success with timely award and management of subcontracts, including whether the contractor met or exceeded small business, small disadvantage business, small business HUBZone, veteran-owned small business, service disabled veteran-owned small business, and women-owned small business participation and subcontracting goals. Assess the contractor’s endeavors to enhance the utilization of small businesses.

2. Organizational Conflict of Interest:

Assess the contractor’s ability to notify the

Government of any OCI issues and develop mitigation plans.

3. Management of Subcontractors: Assess the contractor’s ability to manage multiple subcontractors

4. Submission of Viable Proposals: Assess the contractor's ability to provide viable proposals.

5. Ability to Manage Multiple Orders (if applicable): Assess the contractor’s ability to effectively manage multiple task/delivery orders simultaneously.

6. Identify the contractor’s overall technical/management strengths and weaknesses:

7. Additional information not included above (attach additional page if necessary):

8. Would you have concerns working with this firm again? If yes, please explain.

Request the Government ACO/addressee answer the following questions by choosing the number on the scale of 1 to 6 (with 6 being the highest rating – see table below) that most accurately describes the contractor’s performance or situation. Please provide a Narrative

Explanation for any ratings of 3 or less.

Signature: ______________________________ Date: _________________________

SECTION 3A – QUALITY OF BUSINESS RELATIONS

UNKNOWN UNACCEPTABLE MARGINAL ACCEPTABLE GOOD EXCELLENT

No record of past performance or the record is in conclusive.

Performance did not meet most contractual requirements. There were serious problems and the contractor’s correction actions were ineffective.

Performance did not meet some contractual requirements.

There were problems, some of a serious nature, for which corrective action was only marginally effective.

Performance met contract requirements.

There were some minor problems and corrective actions taken by the contractor were satisfactory.

Performan ce met all contract requireme nts and exceeded some to the governme nt’s benefit.

There were a few minor problems which the contractor resolved in a timely, effective manner.

Performance met all contract requirements and exceeded many to the government’s benefit.

Problem, if any were negligible and were resolved in a timely, highly

SECTION 3 – PERFORMANCE INFORMATION – U.S. FEDERAL GOVERNMENT

ADMINISTRATIVE CONTRACTING OFFICER (ACO)

Factor Rating Narrative

1. Earned Value Management System

(EVMS) Performance (if applicable):

Assess the contractor’s ability to generate timely, reliable, and verifiable information for the Contract Performance Report and the

Integrated master Schedule, and utilize a system that complies with the EVMS guidelines in the ANSI/EIA-748

2. Accounting System: Assess the contractor’s ability to invoice in a timely manner with minimal corrections.

3. Material Management (if applicable):

Assess the contractor’s ability to forecast material requirements, ensure costs of material are based on time-phased requirements.

4. Property Management System (if applicable): Assess the contractor's ability to maintain an acceptable property management system for managing and controlling Government property.

5. Purchasing System (if applicable):

Assess the contractor’s ability to maintain an acceptable system for purchasing and subcontracting.

6. Identify the contractor’s overall strengths and weaknesses:

7. Additional information not included above (attach additional page if necessary):

8. Would you have concerns working with this firm again? If yes, please explain.

Request the Government Technical POC/addressee answer the following questions by choosing the number on the scale of 1 to 6 that most accurately describes the contractor’s performance or situation. Please provide a Narrative Explanation for any ratings of 2 or 3.

Signature: ____________________________________ Date: __________________.

SECTION 4A – QUALITY OF PRODUCTS/SERVICES

UNKNOW

N

UNACCEPTAB

LE

MARGINA

L

ACCEPTAB

LE

GOOD EXCELLE

NT

No record of past performance or the record is in conclusive.

Performance did not meet most contractual requirements.

There were serious problems and the contractor’s correction actions were ineffective.

Performance did not meet some contractual requirements

. There were problems, some of a serious nature, for which corrective action was only marginally effective.

Performance met contract requirements.

There were some minor problems and corrective actions taken by the contractor were satisfactory.

Performance met all contract requirements and exceeded some to the government’s benefit.

There were a few minor problems which the contractor resolved in a timely, effective manner.

Performance met all contract requirements and exceeded many to the government’ s benefit.

Problem, if any were negligible and were resolved in a timely, highly

SECTION 4 – PERFORMANCE INFORMATION - U.S. FEDERAL GOVERNMENT

TECHNICAL

Factor Rating Narrative

1. Quality of Performance: Assess the contractor’s conformance to contract requirements, specifications, quality of product, and standards of good workmanship (e.g. commonly accepted technical, professional standards).

2. Responsiveness and Professionalism of Contractor in Addressing

Performance Issues/Concerns: Assess the contractor’s ability to deal with issues and concerns as they may have arisen throughout the period of performance.

Were the issues identified by the

Government, or was the contractor proactive and bring the issues/concerns to the Government’s attention with a corrective action plan? Was the corrective action plan effectively implemented?

Were lessons learned established and followed?

3. Staffing: Assess the contractor’s processes and practices that were implemented to consistently provide personnel with the appropriate security clearances, qualifications and experience required to perform the contract. Assess any issues regarding retention and turnover, particularly in key positions.

Assess the contractor's performance in selecting, retaining, supporting, and replacing, when necessary, key personnel.

4. Program Management Effectiveness:

Assess the features and benefits of the contractor’s program management methodology and explain the processes, procedures or practices that were implemented to ensure support was cost-efficient, fully integrated and results -focused.

Factor Rating Narrative

5. Schedule Control: Assess the contractor’s scheduling processes and how they ensured customer requests were properly identified, assigned, prioritized and coordinated across applicable functional areas to achieve on-time and within budget performance.

6. Cost Control: Assess the contractor’s financial management processes and procedures to monitor, control and report costs and how these processes and procedures ensured proactive actions were taken to operate within contract and program funding levels. Assess whether cost reporting was timely and accurate.

7. Customer Satisfaction: Assess the contractor's history of reasonable and cooperative behavior, and customer satisfaction. Assess how the contractor instilled and consistently maintained a culture of customer service excellence throughout the team and the individual personnel assigned to the contract. Assess the integrating and coordination of all activity needed to execute the contract, specifically the timeliness, completeness, and quality of problem identification, corrective action plans, proposal submittals, the contractor’s history of reasonable and cooperative behavior, customer satisfaction, timely award and management of subcontracts. Include the adequacy of the contractor’s accounting, billing, and estimating systems.

Factor Rating Narrative

8. Innovation and Ability to Deal with

Change: Assess any relevant innovation(s) identified and implemented by the contractor and explain how these innovations benefited the customer.

"Innovations" could be, for example, initiatives to: reduce costs, improve customer service, or reduce operational redundancies and inefficiencies. Assess the contractor’s ability to deal with change. Consider how the contractor reacted to surge requirements (upward and downward).

9. Identify the contractor’s overall strengths and weaknesses:

10. Additional information not included above (attach additional page if necessary):

11. Would you have concerns working with this firm again? If yes, please explain.