Present/Past Performance “FACTS Sheet”

(TO BE COMPLETED BY OFFEROR)

Request the offeror complete a separate FACTS Sheet for each relevant contract. See Clause Section L of 

this RFP for detailed instructions and limits on number and relevancy of contracts. Offeror is requested 

to provide frank, concise comments regarding present/past performance on the program identified in B. 

below.

A. OFFEROR: (Including: (1) Name (Company/Division), (2) Address: (3) CAGE Code)

B. PROGRAM TITLE and CONTRACT NUMBER:

C. NAME OF CONTRACTING ACTIVITY OR CUSTOMER: 

D. CONTRACT TYPE(s) – Please list all that apply (firm fixed price, time & materials, etc.)

E. CONTRACT $ VALUE:

1. Original contract $ value and current $ value:

2. Estimated value at completion and primary causes of changes:

3. If Award Fee Contract, what percentages of the fee have been awarded in each of last 3 

years?

F. BRIEF DESCRIPTION OF EFFORT AS: _____ PRIME _____ SUBCONTRACTOR

1. As a part of this narrative description, highlight portions considered most relevant to the 

current acquisition; addressing how and to what extent the proposed effort relates to the program 

identified in B. above. To supplement the data provided in response to this paragraph, complete the 

following regarding relevancy of the effort identified in paragraph B to the proposed effort. This is limited 

to two pages beyond the page limitation of the FACTS sheet information.

Category Examples of 

Applicability

Fill-in for the Effort Identified in para. 

B above (Offeror completes)

1. Nature of Business 

Area(s) Involved

Third Party Logistics 

(3PL)Service 

Provider

2. Required Levels of 

Business Technology

Business Automation 

in the Acquisition of 

Multiple Items and 

vendor management

3. Contract Type(s)

Firm Fixed Price 

(FFP)

4. Vendors managed 

and number of items 

delivered

Must match 

Relevancy Criteria, 

i.e. 30 vendors / 

500 items

5. Extent of 

subcontractor 

involvement

Cultivate and 

Manage a Large 

Pool of Vendors

2. This paragraph shall also include details to support the offeror’s record for on time delivery 

and cost control for this effort identified in paragraph B. above. 

3. Discuss your compliance with FAR 52.219-8, Utilization of Small Business Concerns. That is, 

under this effort, did you carry out the policy of the United States in the awarding of subcontracts to 
small business concerns, veteran-owned small business concerns, service-disabled veteran-owned small 

business concerns, HUBZone small business concerns, small disadvantaged business concerns, and 

women-owned small business concerns to the fullest extent consistent with efficient contract 

performance? This is applicable to all offerors. 

G. PERIOD OF PERFORMANCE:

1. Date of Award:

2. Original Schedule and Current Schedule:

3. How many times changed and primary causes of changes:

H. PRIMARY POINTS OF CONTACT: (The offeror is responsible for exerting its best efforts to ensure 

that current information is provided for all individuals.)

Name and Office Symbol Phone Number FAX Number

1.

2.

3.

I. If the offeror or critical subcontractor (if applicable) is a newly formed entity who either has no prior 

contracts or does not possess relevant corporate past performance, but does have key personnel with 

relevant past performance while employed by another company, specify by name, such key individual(s) 

who will participate in the proposed effort under this acquisition who also participated in the program 

identified in B. above, and indicate their contract role. Describe how participation of these key personnel 

contributed to the success of the previous effort and how this indicates probability of success on the 

proposed effort.

J. Use this space to address any aspect about this program considered unique. Describe quality awards 

or certifications that indicate the offeror possesses a high-quality process for developing and producing 

the product/service required.

K. Summarize contract issues relative to the number and severity of quality deficiencies 

recorded/contract discrepancy reports issued, cure notices, show cause letters, termination for default or 

cause, disputes, claims, latent defects; and, corrective actions taken for the contract listed in paragraph 

B. above. 

L. Additionally, for those efforts where the offeror is cognizant of unfavorable and/or marginal past 

performance ratings/reports previously assessed by customers or clients, but feel that significant progress 

has been made but not yet credited or formally documented, provide the program name, contract 

number, customer location and a narrative explaining "fixes" made to date, or any other information 

regarding the unfavorable/marginal assessment. This narrative portion is limited to one (1) additional 

page beyond the FACTS sheet required page limitation. It is not presumed that the offeror's 

performance has been perfect. Rather, the proposal should contain evidence of the offeror's ability to 

isolate the root causes of problems and should describe programs or actions taken to resolve those 

causes. Demonstrated corrective actions (not just planned or promised), and the overall work record will 

be considered. Problems not addressed by the offeror, but found by the Government during the 

evaluation of the information in this volume, will be assumed to still exist. Note: In the case of 

Contractor Performance Assessment Report System (CPARS), if your input has already been provided and 

the rationale/circumstances have not changed, DO NOT repeat them here. 

M. Was this contract effort (as identified in paragraph B. above) submitted as a past performance source 

of data for a previous DLA procurement. Yes __ No ___ . If yes, identify the buyer and/or contracting 

officer, their phone number and office symbol and solicitation number of the procurement for which this 

effort was submitted.

PLEASE NOTE: The Government is not bound by the offeror's opinion of relevancy. The 

Government will perform an independent assessment of relevancy of the data provided or 

obtained. 

SOURCE SELECTION INFORMATION - See FAR 2.101 and 3.104

FOR OFFICIAL USE ONLY