Attachment_4_Past_Performance_Questionaire.pdf

ATTACHMENT 3

PAST PERFORMANCE REFERENCE PACKAGE INFORMATION AND FORMS

Instructions to Offeror for sending Reference Questionnaire Forms: Prepare and send a reference questionnaire package to your former clients discussed in your Past Performance proposal. For Government contracts, send to the Contracting Officer or Contract Administrator. For commercial references, send to personnel with duties similar to those for Government contracts. It is your responsibility to follow-up and to encourage your references to send in their questionnaire. If you have multiple references at one location (Base, etc.), send one cover letter and one questionnaire and list the contracts/orders you are asking for references. Each client should not be sent more than one reference package and may combine answers for more than one contract, if applicable. Your questionnaire package should contain the following.

1. Cover Letter (see sample)

2. Respondent Info Rating Sheets: Offeror should put their name in spaces indicated and ensure it is on every page for identification purposes

Suggestion: Include a pre-addressed stamped envelope for return to the Contracting Officer.

** OFFEROR SHOULD DELETE THE INSTRUCTIONS ABOVE BEFORE SENDING OUT **

SAMPLE TRANSMITTAL LETTER

Offeror Company Letterhead

Date:

To:

1. We have listed your firm as a reference for the work we have performed for you as listed below. Our firm has submitted a proposal under a project advertised by the VTARNG Purchasing & Contracting Office, Cp Johnson, Colchester, VT. In accordance with Federal Acquisition Regulations (FAR), they will evaluate our firm's past performance. Your c a n d i d response to the attached questionnaire will assist the evaluation team in this process. We understand that you have a busy schedule and your participation in this evaluation is greatly appreciated. Please complete the enclosed questionnaire as thoroughly as possible. Space is provided for comments. Understand that while the responses to this questionnaire may be released to the offeror, FAR 15.306 (e)(4) prohibits the release of the names of the persons providing the responses.

2. Complete confidentiality will be maintained. Only one response from each office is required.

3. Please send your completed questionnaire to the following address to arrive NOT LATER THAN ---- Do not return them to our company.

4. Mail to: USPFO-VT, Purchasing & Contracting, ATTN: LTC Joyce Merrill, Bldg #3, 789 VT National Guard Road, Colchester, VT 05446-3099. Reference packages may also be faxed to (802) 338-3184 or Emailed to joyce.l.merrill.mil@mail.mil and copy Michael.l.follett.civ@mail.mil. Please include Solicitation W912LN-17-R-0001 in the subject line.

5. If you have questions regarding the attached questionnaire or require assistance, please contact Joyce Merrill at joyce.l.merrill.mil@mail.milor (802) 338-3190 or Michael Follett at (802) 338-3189 or Michael.l.follett.civ@mail.mil. E-Mail is preferred.

Thank you for your assistance.

Signature and Title mailto:joyce.l.merrill.mil@mail.mil mailto:Michael.l.follett.civ@mail.mil mailto:joyce.l.merrill.mil@mail.milor mailto:Michael.l.follett.civ@mail.mil

SOURCE SELECTION SENSITIVE WHEN COMPLETED

**NOT TO BE RELEASED OUTSIDE GOVERNMENT CHANNELS**

*** PAST PERFORMANCE QUESTIONNAIRE

1. The individual knowledgeable of the Contractor’s day-to-day operations and overall condition of services being rendered should complete the survey. However, that individual is encouraged to supplement their own knowledge of the Contractor’s performance with the judgment of others in their organization, as applicable.

2. Handwritten responses are acceptable. If response is handwritten, please print legibly.

3. The following qualitative description shall be used as guidance in providing element ratings (assessments should reflect only contract liable performance).

PAST/PRESENT PERFORMANCE RATINGS ARE:

1. For any Marginal/Unsatisfactory, please provide explanatory narratives in the remarks block. These narratives need not be lengthy, just detailed. Space for narrative comments is included on the last page of the survey. If more space is needed, use the back of the survey or attach additional pages.

EXCEPTIONAL

• Performance met contractual requirements and exceeded many to the Government’s benefit. The contractual performance was accomplished with few minor problems for which corrective actions taken by the Contractor were highly effective.

GOOD

• Performance met contractual requirements and exceeded some to the Government’s benefit. The contractual performance was accomplished with some minor problems for which corrective actions taken by the Contractor were effective.

SATISFACTORY

• Performance met contractual requirements. The contractual performance contained some minor problems for which corrective actions taken by the Contractor were satisfactory.

MARGINAL

• Performance did not meet some contractual requirements. The contractual performance reflected a serious problem for which the Contractor did not identify corrective actions. The Contractor’s actions were only marginally effective or were not fully implemented

UNSATISFACTORY

• Performance did not meet most contractual requirements. The Contractor performance had serious problems for which the Contractor’s corrective actions were ineffective.

NEUTRAL

• Performance was not observed or not applicable to the current effort being reported against.

2. As this survey relates to an ongoing source selection for the services identified in the cover letter, request that all information provided within the survey be safeguarded against unauthorized disclosure. In accordance with Source Selection procedures, identity of persons providing past performance information will be kept confidential and is not releasable.

3. Your time and effort in providing this vital and important information is greatly appreciated.

4. Please mark the completed questionnaire with Solicitation No W912LN-17-R-0001 and return to:

USPFO-VT

Attn: Purchasing & Contracting 789 VT National Guard Road Colchester, VT 05446-3099.

NOTE: An email response is acceptable and is the desired method of return.

Email: joyce.l.merrill.mil@mail.mil and copy Michael.l.follett.civ@mail.mil.

mailto:joyce.l.merrill.mil@mail.mil mailto:Michael.l.follett.civ@mail.mil

SOURCE SELECTION SENSITIVE WHEN COMPLETED

*****NOT TO BE RELEASED OUTSIDE GOVERNMENT

CHANNELS*****

RESPONDENT IDENTIFICATION AND RATINGS

(PART 1 CONTRACTOR SUBMITTING PROPOSAL FILL-IN)

Reference is provided for:

Contract Number or Project Title_

Date of Award/ Performance Period_

Location

Dollar Amount

Brief Description of work and your role in the referenced contract:

(Part 2 Person providing Reference) Reference is provided by:

Company/Agency:

Business Address:

Telephone Number:

E-Mail Address:

Relationship to Contract:

IF INFORMATION ABOVE (PART 1) IS NOT ACCURATE PLEASE INDICATE.

C. SPECIFIC QUESTIONS: Please answer the following questions in accordance with the qualitative description specified in paragraph 3 above and on a YES/NO basis. When responding to the RATING type questions, choose the narrative option which most accurately describes the Contractor’s performance or situation. If the question is not applicable, please circle “UC”. Any marginal or unsatisfactory rating s h o u l d be supplemented with an explanatory narrative in the remarks block of this survey. The ratings correspond with the following qualitative values:

E Exceptional

G Good

S Satisfactory

M Marginal

U Unsatisfactory

N Neutral

A. CUSTOMER SATISFACTION

1. Rate the Contractor’s overall performance and level of customer satisfaction.

G

S

M

U

2. The Contractor is flexible in satisfying the requirements of the customer.

3. Contractor’s responsiveness/timeliness relative to settling of customer complaints.

4. Contractor displays positive behavior when resolving customer complaints.

5. Contractor receives significant positive feedback?

B. QUALITY OF SERVICE

1. The Contractor develops a quality control plan that adequately ensures conformance to contract requirements.

G S

M U

2. The Contractor performs quality inspections and documents findings to ensure repeat failures do not occur.

3. The Contractor corrects errors through re-performance and puts policies in place to avoid reoccurrence.

4. A Cure Notice or Show Cause Notice been issued?

(If yes, please explain in comment section.)

YES

NO

5. The Contractor displays initiative to implement solutions.

C. TIMELINESS OF PERFORMANCE

1. The Contractor is in compliance with contract requirements regarding time sensitive tasks.

2. The Contractor ensures customer satisfaction through efficient services.

3. The Contractor submits accurate reports in a timely manner.

D. MANAGEMENT EFFECTIVENESS

1. Contract management is experienced with technical and administrative abilities needed to meet contractual requirements.

2. Supervisors and staff meet technical qualifications and have experience necessary to meet contract requirements.

3. The Contractor develops quality business relationships with Government customers.

4. Staffing is adequate to meet contract requirements.

5. Contractor complies with the requirements of the statement of work, resulting in low incidence of deficiencies.

E. COST CONTROL

1. Contractor meets the terms of the contract within the contractually agreed price.

E G S M U N

2. Modifications were priced within reason as compared to the Government estimate.

E G S M U N

3. Modifications require extensive negotiations. (If yes, please comment.)

YES

NO

F. COMPLIANCE WITH SMALL BUSINESS CONCERNS

REMARKS:

Your Name:

Contractor Name for Identification:

Date:

1. Contractor has complied with the utilization of Small Business Concerns?

YES N/A