Invest_consult_Att_2_PPQ_V2.docx

Attachment 2: Past Performance Questionnaire

Past Performance Questionnaire

Investment Consultant Solicitation # TIB-2016-RFP-0001

When filled in, this document is source selection sensitive information IAW Federal Acquisition Regulation (FAR) 3.104.

SECTION 1: CONTRACT IDENTIFICATION (To be completed before call in) Contractor:

Contract Type:

No

Period of Performance (within the past 3 years):

Initial Contract Cost:

Current/Final Contract Cost:

Reason(s), if any, for differences between initial contract cost and final:

Description of service provided:

SECTION 2: CUSTOMER OR AGENCY IDENTIFICATION

Customer or Agency Name:

Customer or Agency Description (if applicable):

Geographic Description of Services under This Contract, e.g. Local, Nationwide, Worldwide:

SECTION 3: EVALUATOR IDENTIFICATION

Evaluator’s Name/Title:

Evaluator's Phone/Fax Number:

Number of years evaluator worked on subject contract:

Was Section 3 information verified? Yes _________ No ___________

SECTION 4: EVALUATION

A. Please indicate your satisfaction with the contractor’s performance by placing an “X” in the appropriate block using the scale provided to the right of each question. This scale is defined as follows:

Please provide detailed narrative comments to support your ratings. At a minimum, please discuss each response to the questions below (use additional sheets, if necessary).

Knowledge of investment consulting including manager selection, asset allocation and defined contribution plans.

Explanation:

Quality/effectiveness of consultant’s response times in accordance with contract requirements.

Quality of consultant’s written work product and presentations.

Explanation:

Ability of consultant to meet and maintain schedule in accordance with contract requirements.

Ability to successfully manage a project for an organization with multiple contracting relationships.

Explanation:

Cost Control

Ability to meet forecasted costs and performs within contract costs.

Ability to alert Customer of unforeseen costs before they occur and follow through to resolve problems.

Explanation:

Ability of the consultant key personnel to respond to Customer staff, technical direction and contract change orders.

Cooperativeness and professionalism of consultant in dealing with the Customer (including the ability to successfully resolve disagreements/disputes).

Explanation:

B. Government Contracts Only: Has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations?

YES

Default/Cause

Convenience

Pending Terminations

NO

If yes, please explain (e.g., inability to meet cost, performance, or delivery schedules, etc.).

SECTION 5: NARRATIVE SUMMARY

What were the contractor’s most positive aspects in the performance of the contract?

What were the contractor’s most negative aspects in the performance of the contract?

Would you have any reservations about soliciting this contractor in the future or having them perform one of your critical and demanding programs?

Evaluator’s Signature

Date

POCs: The above POCs must be either Government personnel or employees of private sector clients with whom you have provided services. Information provided by or for POCs who work directly for your company, or indirectly (i.e. in a prime or subcontractor relationship), will NOT be considered relevant.