Past Performance Questionnaire.docx
DOCX document 53 KB Posted
- Attached to
- Architectural Engineering Services - Veterans Affairs New Medical Center San Antonio SATOC
- Solicitation number
- W9126G26RA040
About this file
This is a Past Performance Questionnaire document that establishes evaluation criteria and templates for assessing contractor performance on federal projects, specifically designed for use by the U.S. Army Corps of Engineers (USACE).
The document contains three primary assessment worksheets. The Design Past Performance Assessment Worksheet captures information about design projects, including project details, cost and schedule performance, scope of work, subcontracting extent, team composition, and relevancy to the current solicitation. The Construction Past Performance Assessment Worksheet evaluates completed construction projects using similar metrics: contract costs, schedule compliance, scope of work performed, subcontracting details, and team involvement. The USACE Past Performance Questionnaire (Form PPQ-0) is a comprehensive client-completed form that documents contractor information, work performed (prime, sub, or joint venture), contract details, project description, complexity level, and client evaluation of performance across multiple dimensions. The questionnaire uses standardized adjective ratings (Exceptional, Very Good, Satisfactory, Marginal, Unsatisfactory, or Not Applicable) to evaluate contractor performance across seven major categories: Quality (technical data preparation, quality standards, problem resolution, quality assurance programs); Schedule/Timeliness (delivery compliance, resource utilization); Customer Satisfaction (end-user satisfaction, cooperation, communication); Management/Personnel/Labor (on-site management, workforce qualification, property control, multi-project management, requirements incorporation); Cost/Financial Management (price compliance, cost-saving innovations, invoice accuracy, accounting adequacy, terminations, financial stability); Safety/Security (safety compliance and security requirements); and General performance factors (emergency response, contractual compliance). The document specifies that clients should complete and submit questionnaires directly to offerors, who then include completed forms with their proposals.
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ATTACHMENT 1
DESIGN PAST PERFORMANCE ASSESSMENT WORKSHEET
(Limit each worksheet to no more than 3 pages)
DESIGN PROJECT #
Design Firm:
Project, Location & Contract Number:
Was this design performed by the division or unit of the company submitting as the design firm for this solicitation?
Owner:
| Owner’s Point of Contact for Reference: |
| Telephone: |
| Estimated Construction Cost: |
| Actual Construction Cost (if known): |
| Date of Award: |
| Original Design Completion Date: |
| Revised Design Completion Date: |
For DB Projects only – Provide DB Contract Completion Date:
Explain Time Growth, if any:
General Scope of Construction:
| Offeror’s Role in Design (Self-Performed Work): |
| Extent and Type of Work You Subcontracted Out: |
Identify and describe the relevancies for this project compared to the scope of the solicitation. The Government will evaluate the information provided in making the relevancy determination.
Did any members of the proposed Design/Build team (firms, not individuals) have a role in this project? Identify the team members (by firm), their role in this project, and their proposed role in this solicitation.
ATTACHMENT 2
CONSTRUCTION PAST PERFORMANCE ASSESSMENT WORKSHEET
(Limit each worksheet to no more than 3 pages)
CONSTRUCTION PROJECT #_______
Offeror:
Project, Location, and Contract Number:
Was this project performed by the division or unit of the company submitting the offer for this solicitation?
Owner:
Owner’s Point of Contact for Reference:
Telephone:
| Awarded Construction Cost: |
| Final Construction Cost: |
Explain Cost Growth, if any:
Date of Award:
| Original Completion Date: |
| Revised Completion Date: |
| Percent Complete: |
Explain Time Growth, if any:
General Scope of Construction and Offeror’s Role:
Work Your Company Self-Performed:
Extent and Type of Work You Subcontracted Out:
Identify and describe the relevancies for this project compared to the scope of the solicitation. The Government will evaluate the information provided in making the relevancy determination.
Did any members of the proposed Design/Build team (firms, not individuals) have a role in this project? Identify the team members (by firm), their role in this project, and their proposed role in this solicitation.
ATTACHMENT 3
USACE PAST PERFORMANCE QUESTIONNAIRE (Form PPQ-0)
CONTRACT INFORMATION (Contractor to complete Blocks 1-4)
| 1. Contractor Information | |
| Firm Name: | CAGE Code: |
| Address: | UEI Number: |
Phone Number:
Email Address:
Point of Contact: Contact Phone Number:
2. Work Performed as: Prime Contractor Sub Contractor Joint Venture Other (Explain) Percent of project work performed:
If subcontractor, who was the prime (Name/Phone #):
3. Contract Information Contract Number:
Delivery/Task Order Number (if applicable):
Contract Type: Firm Fixed Price Cost Reimbursement Other (Please specify):
Contract Title:
Contract Location:
Award Date (mm/dd/yy):
Contract Completion Date (mm/dd/yy):
Actual Completion Date (mm/dd/yy):
Explain Differences:
Original Contract Price (Award Amount):
Final Contract Price (to include all modifications, if applicable): Explain Differences:
| 4. Project Description: | |||
| Complexity of Work | High | Med | Routine |
How is this project relevant to project of submission? (Please provide details such as similar equipment, requirements, conditions, etc.)
PAST PERFORMANCE QUESTIONNAIRE
Continued
CLIENT INFORMATION (Client to complete Blocks 5-8)
5. Client Information Name:
Title:
Phone Number: Email Address:
6. Describe the client’s role in the project:
7. Date Questionnaire was completed (mm/dd/yy):
8. Client’s Signature:
NOTE: USACE REQUESTS THAT THE CLIENT COMPLETES THIS QUESTIONNAIRE AND SUBMITS DIRECTLY BACK TO THE OFFEROR. THE OFFEROR WILL SUBMIT THE COMPLETED QUESTIONNAIRE TO USACE WITH THEIR PROPOSAL, AND MAY DUPLICATE THIS QUESTIONNAIRE FOR FUTURE SUBMISSION ON USACE SOLICITATIONS. CLIENTS ARE HIGHLY ENCOURAGED TO SUBMIT QUESTIONNAIRES DIRECTLY TO THE OFFEROR. HOWEVER, QUESTIONNAIRES MAY BE SUBMITTED DIRECTLY TO USACE. PLEASE CONTACT THE OFFEROR FOR USACE POC INFORMATION. THE GOVERNMENT RESERVES THE RIGHT TO VERIFY ANY AND ALL INFORMATION ON THIS FORM.
PAST PERFORMANCE QUESTIONNAIRE
Continued ADJECTIVE RATINGS AND DEFINITIONS TO BE USED TO BEST REFLECT YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE
RATING DEFINITION NOTE
| (E) Exceptional |
| Performance meets contractual requirements and exceeds many to the Government/Owner’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. |
| An Exceptional rating is appropriate |
When the Contractor successfully performed multiple significant events that were of benefit to the Government/Owner. A singular benefit, however, could be of such magnitude that it alone constitutes an Exceptional rating. Also, there should have been NO significant weaknesses identified.
| (VG) Very Good |
| Performance meets contractual requirements and exceeds some to the Government’s/Owner’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 were effective. |
| A Very Good rating is appropriate when the Contractor successfully performed a significant event that was a benefit to the Government/Owner. There should have been no significant weaknesses identified. |
| (S) Satisfactory |
| Performance meets minimum 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. |
| A Satisfactory rating is appropriate when there were only minor problems, or major problems that the contractor recovered from without impact to the contract. There should have been NO significant weaknesses identified. Per DOD policy, a fundamental principle of assigning ratings is that contractors will not be assessed a rating lower than Satisfactory solely for not performing beyond the requirements of the contract. |
| (M) 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. |
| A Marginal is appropriate when a significant event occurred that the contractor had trouble overcoming which impacted the Government/Owner. |
| (U) 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 serious problem(s) for which the contractor's corrective actions appear or were ineffective. |
| An Unsatisfactory rating is appropriate when multiple significant events occurred that the contractor had trouble overcoming and which impacted the Government/Owner. A singular problem, however, could be of such serious magnitude that it alone constitutes an unsatisfactory rating. |
| (N) Not Applicable |
| No information or did not apply to your contract |
| Rating will be neither positive nor negative. |
Please circle the adjective rating which best reflects your evaluation of the contractor’s performance.
1. QUALITY:
| a) Quality of technical data/report preparation efforts |
| E |
| VG |
| S |
| M |
| U |
| N |
| b) Ability to meet quality standards specified for technical performance |
| E |
| VG |
| S |
| M |
| U |
| N |
| c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance |
| E |
| VG |
| S |
| M |
| U |
| N |
d) Adequacy/effectiveness of quality control program and adherence to contract quality assurance requirements (without adverse effect on performance)
E
VG
S
M
U
N
2. SCHEDULE/TIMELINESS OF PERFORMANCE:
a) Compliance with contract delivery/completion schedules including any significant intermediate milestones. (If liquidated damages were assessed or the schedule was not met, please address below)
E
VG
S
M
U
N
| b) Rate the contractor’s use of available resources to accomplish tasks identified in the contract |
| E |
| VG |
| S |
| M |
| U |
| N |
3. CUSTOMER SATISFACTION:
| a) To what extent were the end users satisfied with the project? |
| E |
| VG |
| S |
| M |
| U |
| N |
b) Contractor was reasonable and cooperative in dealing with your staff (including the ability to successfully resolve disagreements/disputes; to administrative reports, businesslike and communication)
E
VG
S
M
U
N
| c) To what extent was the contractor cooperative, businesslike, and concerned with the interests of the customer? |
| E |
| VG |
| S |
| M |
| U |
| N |
| d) Overall customer satisfaction |
| E |
| VG |
| S |
| M |
| U |
| N |
4. MANAGEMENT/ PERSONNEL/LABOR
a) Effectiveness of on-site management, including management of subcontractors, suppliers, materials, and/or labor force?
VG
S
M
U
N
| b) Ability to hire, apply, and retain a qualified workforce to this effort |
| E |
| VG |
| S |
| M |
| U |
| N |
| c) Government Property Control |
| E |
| VG |
| S |
| M |
| U |
| N |
| d) Knowledge/expertise demonstrated by contractor personnel |
| E |
| VG |
| S |
| M |
| U |
| N |
| e) Utilization of Small Business concerns |
| E |
| VG |
| S |
| M |
| U |
| N |
Source Selection Information – See FAR 2.101 and 3.104
CUI
| f) Ability to simultaneously manage multiple projects with multiple disciplines |
| E |
| VG |
| S |
| M |
| U |
| N |
g) Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes
E
VG
S
M
U
N
| h) Effectiveness of overall management (including ability to effectively lead, manage and control the program) |
| E |
| VG |
| S |
| M |
| U |
| N |
5. COST/FINANCIAL MANAGEMENT
| a) Ability to meet the terms and conditions within the contractually agreed price(s)? |
| E |
| VG |
| S |
| M |
| U |
| N |
b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client
E
VG
S
M
U
c) If this is/was a Government cost type contract, please rate the Contractor’s timeliness and accuracy in submitting monthly invoices with appropriate back-up documentation, monthly status reports/budget variance reports, compliance with established budgets and avoidance of significant and/or unexplained variances (under runs or overruns)
VG
S
M
U
d) Is the Contractor’s accounting system adequate for management and tracking of costs? If no, please explain in Remarks section.
Yes
No
e) If this is/was a Government contract, has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations? Indicate if show cause or cure notices were issued, or any default action in comment section below.
Yes
No
f) Have there been any indications that the contractor has had any financial problems? If yes, please explain below.
Yes
No
6. SAFETY/SECURITY
a) To what extent was the contractor able to maintain an environment of safety, adhere to its approved safety plan, and respond to safety issues? (Includes: following the users rules, regulations, and requirements regarding housekeeping, safety, correction of noted deficiencies, etc.)
E
VG
S
M
U
N
| b) Contractor complied with all security requirements for the project and personnel security requirements. |
| E |
| VG |
| S |
| M |
| U |
| N |
7. GENERAL
a) Ability to successfully respond to emergency and/or surge situations (including notifying COR, PM or Contracting Officer in a timely manner regarding urgent contractual issues).
VG
S
M
U
N
| b) Compliance with contractual terms/provisions (explain if specific issues) |
| E |
| VG |
| S |
| M |
| U |
| N |
| c) In summary, provide an overall rating for the work performed by this contractor. |
| E |
| VG |
| S |
| M |
| U |
| N |
Please provide responses to the questions above (if applicable) and/or additional remarks. Furthermore, please provide a brief narrative addressing specific strengths, weaknesses, deficiencies, or other comments which may assist our office in evaluating performance risk (please attach additional pages if necessary):
File details come from the government source that posted it. Updated .