J.13_-_Past_Performance_Questionnaire.pdf

SAQMMA14R0319 ATTACHMENT J.13 – 3/28/2014

SOURCE SELECTION INFORMATION - SEE FAR 2.101 AND FAR 3.104

WHEN COMPLETED, FOR OFFICIAL USE ONLY

ATTACHMENT J.13

PAST PERFORMANCE QUESTIONNAIRE

Instructions: Transmittal Letter and Section 1 of the Past Performance Questionnaire to be completed by the Offeror and provided to the assessor. The assessor should complete Section 2 and submit Sections 1 and 2 directly to the Contracting Officer. The Offeror must submit with its proposal (by the closing date and time of the Solicitation) copies of the Transmittal Letter and Section 1 of all questionnaires as provided to assessors. Transmittal Letter must be on company letterhead.

SOURCE SELECTION INFORMATION - SEE FAR 2.101 AND FAR 3.104

WHEN COMPLETED, FOR OFFICIAL USE ONLY

INSERT DATE

TO: Assessor Name Agency / Organization Name Address

FROM: Company Name Address

SUBJECT: Past Performance Questionnaire for (PROGRAM TITLE/DESCRIPTION) concerning contract number(s) (CONTRACT AND ORDER NUMBER (IF APPLICABLE) TO BE EVALUATED). The effort was performed by (SPECIFIC ENTITY THAT PERFORMED THE WORK) under (CAGE code/DUNS#).

1. We are currently responding to the US Department of State Request for Proposal (RFP) SAQMMA14R0319 for Aviation Support Services. The Government is placing increased emphasis on past performance in order to obtain best value in source selections. The RFP specifically requires that we, as an Offeror, send the attached questionnaire to several points of contact (POCs) on recent and relevant efforts that we (or a proposed team member) have performed.

2. We have identified subject contract(s) as relevant to this acquisition and you as our POC. As such, please take a few moments of your time to fill out the attached questionnaire and forward it directly to the US Department of State. DO NOT RETURN THE COMPLETED QUESTIONNAIRE TO US. The information contained in the completed Present/Past Performance Questionnaire is considered Source Selection Information (See FAR 2.101 AND FAR 3.104) and may not be released to us.

3. The completed Past Performance Questionnaire (Sections 1 and 2) should be sent directly to the US Department of State not later than (DATE TO BE INSERTED BY OFFEROR, PRIOR TO PROPOSAL DUE DATE AND TIME). The questionnaires should be emailed to murphypj@state.gov.

4. If you have any questions regarding the questionnaire, you may contact Patrick J. Murphy of the US Department of State at (321) 622-8975 or via email at murphypj@state.gov. Thank you for your timely assistance.

Sincerely, (TITLE AND NAME OF COMPANY OFFICIAL)

Attachment: Past Performance Questionnaire mailto:FernandezJM@state.gov

SOURCE SELECTION INFORMATION - SEE FAR 2.101 AND FAR 3.104

WHEN COMPLETED, FOR OFFICIAL USE ONLY

PAST PERFORMANCE QUESTIONNAIRE

SECTION 1 – TO BE COMPLETED BY OFFEROR

This Past Performance Questionnaire is submitted in response to RFP SAQMMA14R0319 (Aviation Logistics Services) as part of <insert name of entity submitting proposal> proposal.

1. Company Information: Include name, address, and cage code of company (prime/subcontractor/teaming partner/ joint venture partner) performing under the contract identified below.

2. Program Title:

3. Contract Number (including Delivery / Task Order number if applicable):

4. Contract Award Basis: Competitive Non-Competitive

5. Contract Date:

6. Role: Prime Contractor Subcontractor Other: (Specify)

If other than a prime contractor, provide the prime contractor’s name, address, and cage code:

7. Name and Address of Contracting Activity / Customer:

8. Primary Points of Contact: Offeror is responsible for exerting its best efforts to ensure that current information is provided for all individuals. If this is a commercial reference Offeror should change the Title, if appropriate, to commercial equivalents.

Title Name Phone E-Mail

1. PCO

2. ACO

3. COR / CORT

4. Other (Please Specify)

9. Contract Type(s): List all that apply (e.g. FFP, FPIF, CPFF, CPIF, LH, T&M).

10. Contract Value:

a. Awarded Total Contract Value:

(Including all options)

b. Current Total Contract Value:

(Including all options)

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c. Explanation for difference between awarded and current contract values:

11. Period of Performance:

a. Current (including all exercised options): MM/DD/YEAR to MM/DD/YEAR

b. Potential (including all options): MM/DD/YEAR to MM/DD/YEAR

12. Place of Performance: List all that apply. If multiple locations, please indicate annual dollar value and full time equivalents (FTEs) per location.

13. Scope of work

a. Describe work performed by your company:

b. Relevancy: Provide information that demonstrates why this contract is relevant. Explain what aspects of performance under this reference are deemed relevant to the proposed effort and to what aspects of the proposed solicitation they relate to.

14. Were Associate Contractor Agreements required?

Yes No

If yes, please identify name and address of all Associate Contractors:

15. What were the key positive attributes about your performance?

16. What were the less than positive attributes and how were these resolved? The offeror is required to clearly demonstrate management actions employed in overcoming problems and the effects of those actions in terms of improvements achieved or problems rectified.

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

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

Yes No

If yes, please provide additional details:

19. Are there any pending terminations?

Yes No

If yes, please provide additional details:

SOURCE SELECTION INFORMATION - SEE FAR 2.101 AND FAR 3.104

WHEN COMPLETED, FOR OFFICIAL USE ONLY

20. Small Business Subcontracting Plan. Were liquidated damages assessed for failure to make a good faith effort to comply with the subcontracting plan (either individual or commercial)?

Yes No

If yes, please provide additional details:

SOURCE SELECTION INFORMATION - SEE FAR 2.101 AND FAR 3.104

WHEN COMPLETED, FOR OFFICIAL USE ONLY

SECTION 2 – TO BE COMPLETED BY ASSESSOR

Your feedback is requested by the US Department of State, Office of Acquisition Management.

In efforts to expedite receipt of the requested information, the Contracting Officer respectfully requests that you do not mail hard copies. Instead, please e-mail the completed questionnaire (Sections 1 and 2) to murphypj@state.gov. Please contact Patrick J. Murphy at (321) 622-8975 should you have any questions.

EVALUATED BY:

Name and Title: _____________________________ Organization: _____________________________

Signature: _____________________________ Date: _____________________________

1. Is the information completed by the Offeror in Section 1 of this questionnaire accurate, current, and complete?

Yes No

If no, please explain / correct:

2. Performance Evaluation

Assign a rating to each area based on the ratings guidelines in Section 3. Please provide a narrative explanation for any rating of 2 or less.

a. Quality of Products / Services:

Rating Explanation

1. Performance conformed to contract requirements, specifications, quality of product, and standards of good workmanship (e.g. commonly accepted technical, professional standards).

2. Contractor provided accurate and complete deliverables.

3. Contractor was proactive in identifying, notifying the Government, and resolving performance issues/concerns.

4. Contractor consistently provided personnel with the appropriate security clearances, qualifications and experience required to perform the contract.

b. Schedule:

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Rating Explanation

1. Contractor provided deliverables on time.

2. Contractor performed services in a timely manner.

c. Cost Control:

Rating Explanation

1. Contractor performed services within contract cost parameters.

2. Contractor’s purchasing system and practices were adequate to control prices / costs.

3. Cost reporting was timely and accurate.

4. Proactive actions were taken to operate within contract and program funding levels.

5. Contractor invoiced in a timely manner with minimal corrections.

d. Business Relations:

Area Rating Explanation

1. Contractor has a history of reasonable and cooperative behavior and effective business relations.

2. Contractor is dedicated to customer satisfaction.

3. Contractor works well with other contractors / team members.

4. Contractor effectively adapts to changes in contract requirements and priorities.

5. Contractor effectively identifies and resolves problems related to the contract, services and personnel.

6. Contractor provides viable and timely proposals for contract modifications or task orders.

e. Management

Area Rating Explanation

1. Effectiveness of integration and coordination of all activities required to execute the contract, use of resources, assignment of responsibility, internal coordination and communication, and risk

SOURCE SELECTION INFORMATION - SEE FAR 2.101 AND FAR 3.104

WHEN COMPLETED, FOR OFFICIAL USE ONLY

management practices.

2. Contractor’s ability to effectively manage multiple task/delivery orders simultaneously covering multiple disciplines and locations.

3. Contractor was able to select, retain, support, and replace personnel with the experience and expertise necessary to accomplish the Government’s requirements within schedule and budget.

4. Contractor’s ability to forecast material requirements, ensure costs of material are based on time-phased requirements.

5. Contractor adequately managed and controlled Government Furnished Property / Facilities.

6. Timely award and effective management of multiple subcontracts.

f. Small Business Utilization

Area Rating Explanation

1. Contractor complied with FAR 52.219-8 (Utilization of Small Business Concerns) and FAR 52.219-9 (Small Business Subcontracting Plan).

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

4. Would you have concerns working with this firm again?

Yes No

If yes, please explain:

5. Additional information not included above:

SOURCE SELECTION INFORMATION - SEE FAR 2.101 AND FAR 3.104

WHEN COMPLETED, FOR OFFICIAL USE ONLY

SECTION 3 - PAST PERFORMANCE QUESTIONNAIRE RATING GUIDELINES

1. Quality, schedule, business relations, management, and cost control ratings

RATING DESCRIPTION

5 - EXCEPTIONAL Performance meets contractual requirements and exceeds many to the

Government’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with few minor problems for which corrective actions taken by the contractor was highly effective.

4 - VERY GOOD Performance meets contractual requirements and exceeds some to the Government’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with some minor problems for which corrective actions taken by the contractor was effective.

3 - 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.

2 - MARGINAL Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being assessed 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.

1 - 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.

N - NOT APPLICABLE Unable to provide a rating. Contract did not include performance for this aspect. Do not know.

2. Small Business Utilization ratings

RATING DESCRIPTION

5 - EXCEPTIONAL Exceeded all negotiated subcontracting goals or exceeded at least one goal and met all of the other negotiated subcontracting goals for the current period. Had exceptional success with initiatives to assist, promote, and utilize small business (SB), small disadvantaged business (SDB), women-owned small business (WOSB), HUBZone small business, veteran-owned small business (VOSB) and service disabled veteran owned small business (SDVOSB). Complied with FAR 52.219-8, Utilization of Small Business Concerns. Exceeded any other small business participation requirements incorporated in the contract, including the use of small businesses in mission critical aspects of the program. Went above and beyond the

SOURCE SELECTION INFORMATION - SEE FAR 2.101 AND FAR 3.104

WHEN COMPLETED, FOR OFFICIAL USE ONLY

required elements of the subcontracting plan and other small business requirements of the contract. Completed and submitted Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate and timely manner.

4 - VERY GOOD Met all of the negotiated subcontracting goals in the traditional socio-economic categories (SB, SDB and WOSB) and met at least one of the other socio-economic goals (HUBZone, VOSB, SDVOSB) for the current period.

Had significant success with initiatives to assist, promote and utilize SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB. Complied with FAR 52.219-8, Utilization of Small Business Concerns. Met or exceeded any other small business participation requirements incorporated in the contract, including the use of small businesses in mission critical aspects of the program. Endeavored to go above and beyond the required elements of the subcontracting plan. Completed and submitted Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate and timely manner.

3 - SATISFACTORY Demonstrated a good faith effort to meet all of the negotiated subcontracting goals in the various socio-economic categories for the current period. Complied with FAR 52.219-8, Utilization of Small Business Concerns. Met any other small business participation requirements included in the contract. Fulfilled the requirements of the subcontracting plan included in the contract. Completed and submitted Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate and timely manner.

2 - MARGINAL Deficient in meeting key subcontracting plan elements. Deficient in complying with FAR 52.219-8, Utilization of Small Business Concerns, and any other small business participation requirements in the contract. Did not submit Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate or timely manner. Failed to satisfy one or more requirements of a corrective action plan currently in place; however, does show an interest in bringing performance to a satisfactory level and has demonstrated a commitment to apply the necessary resources to do so.

Required a corrective action plan.

1 - UNSATISFACTORY Noncompliant with FAR 52.219-8 and 52.219-9, and any other small business participation requirements in the contract. Did not submit Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate or timely manner. Showed little interest in bringing performance to a satisfactory level or is generally uncooperative. Required a corrective action plan.

N - NOT APPLICABLE Unable to provide a rating. Contract did not include performance for this aspect. Do not know.