Past_Performance_Template-Questionnaire_ATTACHMENT_2_AMEND0003r.docx

ATTACHMENT 2

PAST PERFORMANCE TEMPLATE

INSTRUCTIONS: Complete a copy of this template for each reference submitted.

CONTRACTOR:

Contractor Name: Name of the vendor submitting quote.

Relevant Contact: Name of the Program Manager for referenced effort.

Location: Address of relevant contact.

Phone Number: Contact number for Relevant Contact, including area code or international prefixes.

E-mail address: E-mail address for Relevant Contact.

CLIENT OVERVIEW:

Client Name: Name of the client organization, including specific division(s) as appropriate for whom services have been provided.

Client Contact: Name of the client’s Program Manager, Sponsor, or other representative with personal interaction with the proposed effort described herein. This individual noted should have had personal responsibility and accountability for the success of the program.

Title: Client Contact’s stated title.

Phone Number: Contact number for Client Contact, including area code or international prefixes.

E-mail Address: E-mail address for Client Contact.

Mailing Address: Client Contact’s mailing address.

CONTRACT SUMMARY:

General/Contractual Term of Engagement (start/end): Identify start and end dates for the services provided under the contract.

Contract Type: Describe the contract vehicle(s) applied (e.g.; Firm Fixed Price, Fixed Price Performance based, etc.), including any applicable risks.

Contract Scope: Provide a brief description of the work required/performed under the contract.

Dollar Value: Denote the $US value of the contract. Denote the $US value of that part of the contract for which the client performed.

Key Personnel: Describe the types of key personnel that were dedicated under the referenced contract. Provide titles for the positions and a brief description of those jobs. Provide the names of the employees in question should they be the same as those being proposed under the subject RFP.

Discuss the similarities and differences between the tasks set forth herein and the reference provided.

Explain any actions taken to resolve any problems or potential problems to the satisfaction of all parties.

PROGRAM MANAGEMENT:

Schedule Management: Identify any schedule delays, their cause, effect and/or resolution. Indicated any tools or techniques applied. Denote resulting impact on project budget/cost.

Resource Management: Identify any resource issues and/or instances where you were required to respond to supplying resources to meet unexpected client/project needs.

Issue Management: Describe the approach applied to managing issues such as scope changes and conflict resolution.

LESSONS LEARNED:

Describe lessons learned from this project and indicate how they will be leveraged to benefit the effort described in this RFP.

ATTACHMENT 2a

PAST PERFORMANCE QUESTIONNAIRE

A. Offeror’s name and address: B. Customer organization name and address:

Point of Contact (name) _________________________ phone #___________________

C. Contract number ____________________________

D. What types of products and services has the vendor provided to your company?

E. Apply one of the following numbered ratings to the performance requirements below:

1. Acceptable - Performance met contract requirements. Corrective actions taken by the contractor were satisfactory.

2. Unacceptable – Performance did not meet contractual requirements. The contractor’s corrective actions were ineffective.

PERFORMANCE REQUIREMENTS RATING

a. Contractor’s ability to meet minimum quality standards specified for performance. ________

b. Contractor’s ability to effectively control the quality of services provided. ________ c Contractor’s compliance with contractual terms and conditions. ________

d. Contractor’s ability to meet specific response times and scheduled time frames for completion of specific tasks. ________

e. Contractor’s responsiveness/timeliness for providing administrative reports/documents required by the contract. ________

f. Contractor’s ability to identify problems and potential problems, and promptly notify the Contracting Officer ________

g. Contractor’s ability to correct problems and prevent or mitigate potential problems in a timely manner. ________

h. Contractor’s willingness to improve and correct noncompliance issues or concerns. ________

i. Contractor’s effectiveness in interfacing with the Contracting Officer, quality assurance personnel and customers. ________

j. Extent to which the contractor provided prompt and courteous service when responding to customer complaints ________

k. Contractor’s ability to select and retain cooperative and effective key, personnel such as the program manager, instructors and quality service personnel. ________

l. Extent to which key personnel were knowledgeable about contractual requirements. ________

m. Contractor’s ability to meet appropriate staffing ‘levels with qualified personnel in order to provide required services. ________

n. Rate the contractor’s ability to provide continuity of key personnel on the contract. ________

o. Rate the contractor’s ability to replace key personnel in a timely fashion. ________

F. GENERAL QUESTIONS:

1. Has an election ever been made not to exercise an option or continue the contractual relationship due to the contractor’s poor performance? ___YES ___ NO

2. Has a cure notice or show cause notice ever been issued? ___YES ___ NO

3. Has this contract been partially or completely terminated

4. Are there any pending terminations? ___YES ___ NO

5. Would you hire this contractor again? ___YES ___ NO

G. For any requirement that you indicated the contractor performed unacceptably, please provide comments below: