ATTACHMENT 5 SAMPLE SECTION M PAST PERFORMANCE LANGUAGE
M (fill in number). Past Performance Factor
Under the Past Performance factor, the Performance Confidence Assessment represents the evaluation of an offeror's present and past work record to assess the Government's confidence in the offeror's probability of successfully performing as proposed. The Government will evaluate the offeror's demonstrated record of contract compliance in supplying products and services that meet user's needs, including cost and schedule. Each relevant contract shall have been performed during the past ____(fill in a number) years from the date of issuance of this solicitation. The Past Performance Evaluation will be accomplished by reviewing aspects of an offeror's recent and relevant present and past performance, focusing on and targeting performance which is relevant to Mission Capability subfactors and the Cost factor. A relevancy determination of the offeror's present and past performance, including joint ventures, subcontractors and/or teaming partners, will be made. In determining relevancy for individual contracts, consideration will be given to the effort, or portion of the effort, being proposed by the offeror, teaming partner, or subcontractor whose contract is being reviewed and evaluated. Higher relevancy will be assessed for contracts that are most similar to the effort, or portion of the effort, for which that contractor is being proposed. The Government is not bound by the offeror's opinion of relevancy. The following relevancy definitions apply:
Past/present performance effort involved essentially the same magnitude of effort and complexities this solicitation requires. | |
Past/present performance effort involved much of the magnitude of effort and complexities this solicitation requires. | |
Past/present performance effort involved some of the magnitude of effort and complexities this solicitation requires. | |
Past/present performance effort did not involve any of the magnitude of effort and complexities this solicitation requires. |
The Government evaluation team, known as the Performance Confidence Assessment Group (PCAG), will conduct an in-depth review and evaluation of all performance data obtained to determine how closely the work performed under those efforts relates to the proposed effort. The PCAG will, as deemed necessary, confirm past and present performance data identified by offerors in their proposals and obtain additional past and present performance data, if available from other sources.
When relevant performance record indicates performance problems, the Government will consider the number and severity of the problems and the appropriateness and effectiveness of any corrective actions taken (not just planned or promised). The Government may review more recent contracts or performance evaluations to ensure corrective actions have been implemented and to evaluate their effectiveness.
The PCAG may consider the offeror's, including subcontractors, joint ventures, and past performance in aggregate, in addition to an effort (contract) by effort basis.
As a result of an analysis of those positive and negative aspects indicators identified, each offeror will receive an integrated Performance Confidence Assessment, which is the rating for the Past Performance factor. Although the past performance evaluation focuses on performance that is relevant to the Mission Capability subfactors and the Cost factor, the resulting Performance Confidence Assessment is made at the Past Performance factor level and represents an overall evaluation of contractor performance.
Pursuant to DFARS 215.305(a)(2), the assessment will consider the extent to which the offeror's evaluated past performance demonstrates compliance with FAR 52.219-8, Utilization of Small Business Concerns and FAR 52.219-9, Small Business Subcontracting Plan.
Each offeror will receive one of the ratings described below for the Past Performance factor (see MP5315.3).
TABLE 3- PERFORMANCE CONFIDENCE ASSESSMENTS | |
Rating | Description |
Substantial Confidence | Based on the offeror's performance record, the government has a high expectation that the offeror will successfully perform the required effort. |
Satisfactory Confidence | Based on the offeror's performance record, the government has an expectation that the offeror will successfully perform the required effort. |
Limited Confidence | Based on the offeror's performance record, the government has a low expectation that the offeror will successfully perform the required effort. |
No Confidence | Based on the offeror's performance record, the government has no expectation that the offeror will be able to successfully perform the required effort. |
Unknown Confidence | No performance record is identifiable or the offeror's performance record is so sparse that no confidence assessment rating can be reasonably assigned. |
Offerors without a record of relevant past performance or for whom information on past performance is not available will not be evaluated favorably or unfavorably on past performance and, as a result, will receive an Unknown Confidence rating for the Past Performance factor.
Adverse past performance is defined as past performance information that supports a less than satisfactory rating on any evaluation element or any unfavorable comments received from sources without a formal rating system.