REVISED_ATTACHMENT_J-7.docx

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Attached to
USAID/MALAWI EARLY READING ACTIVITY (EGRA) Federal contract opportunity
Solicitation number
SOL-612-13-000004
Issued by
US Agency for International Development Malawi

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Revised Past Performance Questionnaire Template Attachment J-7

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Attachment_1_to_Amendment_1.pdf PDF
ATTACHMENT_J_RFP_Budget_Template.xlsx XLSX spreadsheet
SOL-612-13-000004.pdf PDF

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ATTACHMENT J-7: PAST PERFORMANCE QUESTIONNAIRE TEMPLATE

Instructions:

· Sections I and II to be completed by the Offeror/Major Subcontractor and provided to the assessor (Client personnel that had experience with the Offeror/Major Subcontractor on a previous relevant contract). The assessor, in turn, to verify Sections I through III, complete the questionnaire, and submit to the USAID Contracting Office.

· Section II to be validated by the assessor. If any information is incorrect herein, please annotate and provide the correct information accordingly.

· Sections III through VII to be completed in their entirety by the assessor.

Message to the assessor: Your feedback is requested by USAID/Malawi to assist with establishing the performance history for the Contractor named below. In efforts to expedite receipt of the requested information, the Contracting Office respectfully requests that you do not mail hard copies. Instead, please e-mail the completed questionnaire(s) to: pkollars@usaid.gov and oaa-solicit-lilongwe@usaid.gov

I. Solicitation Data (for the proposed effort)

Solicitation Number
XXXXXX-XX-
Project/Requirement
Enter Project Name/Requirement Title
Customer/Agency
Enter Project Office
Project/Requirement Description
Enter succinct Project/Requirement Description

II. Current or Historical Contract Information

Assessor: The performance data submitted by the Offeror is |_| correct or |_| incorrect.

CONTRACTOR NAME & ADDRESS:

Contract No

Type of Contract

Initial
Final

Contract Value

Period of Performance/Delivery Schedule

Project/Requirement Description

Please select from the following as it applies to this contract:

Contracting Role
|_| PRIME
|_| SUBCONTRACTOR
Termination History
|_| Convenience
|_| Default
|_| N/A

III. Assessor Information

Assessor Name

Title

Phone Number/Email Address

Identify your role in the contract award or administration and the period of your involvement.

Role
Period of Involvement

Contract Specialist

Technical Project Lead/Project Officer

Quality Assurance Specialist

Other:

IV. Evaluation Definitions

The following definitions should be used in your assessment of Contractor performance.

EXCEPTIONAL
Performance EXCEEDED MOST contractual requirements. The performance of areas being assessed was accomplished with few minor issues or concerns.
VERY GOOD
Performance EXCEEDED SOME contractual requirements. The performance of areas being assessed was accomplished with few minor issues or concerns, for which the Contractor’s corrective actions were highly effective.
SATISFACTORY
Performance MET contractual requirements. The performance of the areas being assessed contains minor issues or concerns, for which corrective actions taken by the Contractor were effective.
MARGINAL
Performance MET SOME contractual requirements. The performance of the areas being assessed includes significant problems, issues, or concerns for which corrective actions taken by the Contractor were only somewhat effective.
UNSATISFACTORY
Performance DID NOT MEET contractual requirement. The performance of the areas being assessed includes serious problems, issues, or concerns for which the Contractor’s corrective actions were ineffective.

V. Performance Evaluation

1. Quality of Product or Service

(a). OVERALL assessment of the Contractor’s quality of work?

Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Technical Performance

(b) Please provide rationale for the assigned rating.

(c) All comments are appreciated; however, at a minimum, rationale must be provided for ratings of exceptional or unsatisfactory.

(d) Did the Government contribute in any way to any of the technical problems identified in the above assessment? Please explain.

2. Timeliness of Performance

(a). OVERALL assessment of the Contractor’s ability to meet the contract/deliverable schedule?

Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Schedule Performance

(b) Please provide rationale for assigned rating.

(c). Specifically, Assess the Contractor’s schedule performance in the following areas.

Schedule Performance
Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Assess the Contractor’s ability to resolve Schedule Problems

(d) All comments are appreciated; however, at a minimum, rationale must be provided for ratings of exceptional or unsatisfactory.

(e) Did the Government contribute in any way to any of the technical problems identified in the above assessment? Please explain.

4. Effectiveness of Management (including subcontractors)

(a) OVERALL assessment of the Contractor’s management performance?

Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Management

(c) Specifically, Assess the Contractor’s management performance in the following areas.

Management
Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

MANAGEMENT RESPONSIVENESS—Timeliness, completeness, and quality of problem identification, proposal submittal, history of cooperative behavior, effective business relations, teamwork AND Customer satisfaction.

SUBCONTRACT MANAGEMENT—Timely award and management of subcontracts and meeting subcontracting goals for small business, small disadvantaged business, etc.

PROGRAM MANAGEMENT—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 management practices.

MANAGEMENT OF PERSONNEL—Ability to select, retain, support, and replace personnel with the experience and expertise necessary to accomplish the Government’s requirements within schedule and budget.

(d) All comments are appreciated; however, at a minimum, rationale must be provided for ratings of exceptional or unsatisfactory.

(e) Did the Government contribute in any way to any of the technical problems identified in the above assessment? Please explain.

6. Cost Control

(a) OVERALL assessment of the Contractor’s ability to forecast, manage, and control costs?

Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

Cost Control

(c ) Specifically, Assess the Contractor’s cost performance in the following areas.

Management
Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory
N/A

COST REPORTING—Accuracy and timeliness of the Contractor’s cost reporting data.

NOTIFICATIONS—Timeliness of the Contractor’s notifications of costs as required by the Limitation of Cost/Funds Clauses.

RESOLUTION OF COST PROBLEMS—Commitment to resolve cost issues

ADHERENCE TO COST TARGETS—Ability to establish and meet the realistic cost targets.

SUBCONTRACT COST MANAGEMENT— Ability to forecast, negotiate, and control subcontract costs

(d) All comments are appreciated; however, at a minimum, rationale must be provided for ratings of exceptional or unsatisfactory.

VI. Overall Rating of Contractor’s performance (Customer/business relations, technical, schedule, management, and cost) on contract being assessed.

(a) Assess the Contractor’s overall performance rating.

Exceptional
Very Good
Satisfactory
Marginal
Unsatisfactory

(b). General Comments on overall Performance:

_____________________________________________________
Assessor’s SignatureDate

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