Past-Performance-Questionnaire.pdf

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Accountant IIA
Solicitation number
W912R1-17-T-0011
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Past Performance Questionnaire

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W912R1-17-T-0011

ATTACHMENT #

Source Selection Information – See FAR 2.101 and FAR 3.104

For Official Use Only

SUBJECT: Past Performance Evaluation Form for ____________________; Request for Quote (RFQ) Number W912R1-17-T-0011, Accountant IIA Contract

Dear Sir or Madam:

You are requested to answer the attached Past Performance Questionnaire in response to a solicitation issued by the District of Columbia National Guard, United States Property and Fiscal Office (USPFO-DC) Purchasing & Contracting. It is stressed that this questionnaire be filled out by the addressee and not the Offeror, and that the information then forwarded to the Government individual identified below. The addressee is requested to sign the questionnaire as a validation of the assessment.

DO NOT RETURN YOUR RESPONSE TO THE CONTRACTOR THAT FORWARDED THIS

QUESTIONNAIRE TO YOU.

This letter, as well as the attached questionnaire, has been forwarded to you by _____________ (insert name of firm). This firm intends to submit a quote as either a prime Contractor or a Subcontractor in response to the Accountant IIA solicitation. This company has been instructed to forward this correspondence to you no later than five days prior to the quote due date of 25 March 2017. Please complete the questionnaire and email it to the following email address NLT the proposal due date:

mardela.scott.mil@mail.mil and ng.dc.dcarng.mbx.pc-requirement-request@mail.mil

A member of our evaluation group may be in contact with you regarding your response should it become necessary. In the event that your response contains derogatory or superlatively positive responses/comments regarding the Contractor’s performance, you are requested to discuss your response and submit available documentation supporting these assessments. Your submittal of such documentation will hopefully eliminate post-response inquiries.

If you have any questions about this form or the overall past performance process, please contact Msgt Mardela Scott at (703) 601-6808, email: mardela.scott.mil@mail.mil and ng.dc.dcarng.mbx.pc-requirement-request@mail.mil. Your cooperation in this matter is greatly appreciated.

Sincerely, Mardela Scott Contract Specialist

Encl

Signature of Offeror Title

Typed or Printed Name Date mailto:mardela.scott.mil@mail.mil mailto:mardela.scott.mil@mail.mil

Past Performance Questionnaire

Instructions:

◊ Sections I and II to be completed by the Offeror/Major Subcontractor and provided to the assessor (Government 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 Contracting Office. The Offeror should also submit with its proposal (by the closing date of the Solicitation) copies of Sections I and II of all questionnaires as provided to assessors.

◊ 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 District of Columbia National Guard, Purchasing and Contracting 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:

Mardela.scott.mil@mail.mil and ng.dc.dcarng.mbx.pc-requirement-request@mail.mil

I. Solicitation Data (for the proposed effort)

Solicitation Number XXXXXX-XX-R-XXXX 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 FFP Initial Final Contract Value Period of Performance/Delivery Schedule

Project/Requirement Description

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

mailto:ng.dc.dcarng.mbx.pc-requirement-request@mail.mil

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

Procuring Contracting Officer (PCO)

Administrative Contracting Officer (ACO)

Contract Specialist

Contracting Officer’s Representative (COR)

Technical Project Lead/Project Officer

IV. Evaluation Definitions

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

EXCEPTIONAL

Performance EXCEEDS MOST contractual requirements to the Government’s benefit. The performance of areas being assessed was accomplished with few minor issues or concerns.

VERY GOOD

Performance EXCEEDS SOME contractual requirements to the Government’s benefit. 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 MEETS 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 MEETS 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 DOES 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.

NOT APPLICABLE

(N/A)

Performance information not recent or relevant as defined in the Solicitation. Unable to provide assessment.

V. Performance Evaluation

1. Technical Performance

a. What is your OVERALL assessment of the Contractor’s ability to meet the technical requirements?

Exceptional Very Good Satisfactory Marginal Unsatisfactory N/A Technical Performance

Please provide rationale for the assigned rating.

b. Assess the Contractor’s technical performance in the following areas.

Quality of Service

Business Relations

Customer Service

Clear Understanding of Scope of Work

Documentation

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

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

2. Schedule Performance

a. What is your OVERALL assessment of the Contractor’s ability to meet the schedule?

Please provide rationale for assigned rating.

b. Assess the Contractor’s schedule performance in the following areas.

Exceptional Very Good Satisfactory Marginal Unsatisfactory N/A

Provided Timely Service

Met established project schedules

Responsive to contract changes

3. Management

a. What is your OVERALL assessment of the Contractor’s management performance?

Management

b. 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.

4. Cost Control

a. What is your OVERALL assessment of the Contractor’s ability to forecast, manage, and control costs?

Exceptional Very Good Satisfactory Marginal Unsatisfactory N/A

Cost Control

b. 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

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

Exceptional Very Good Satisfactory Marginal Unsatisfactory

VII. General Comments:

Assessor’s Signature Date

Contract No
Contract Value
Contracting Role
Assessor Name
EXCEPTIONAL
IV. Evaluation Definitions
The following definitions should be used in your assessment of Contractor performance.
Please provide rationale for assigned rating.
Please provide rationale for assigned rating.
VERY GOOD
SATISFACTORY
MARGINAL
UNSATISFACTORY
NOT APPLICABLE (N/A)
N/A
Marginal
Unsatisfactory
Quality of Service
Marginal
Unsatisfactory
Provided Timely Service
Management
Cost Control
2017-05-18T12:02:34-0400
SCOTT.MARDELA.1249326034

File details come from the government source that posted it. Updated .