casemark/past-performance-questionnaire
skills/legal/past-performance-questionnaire/SKILL.md
Drafts a Past Performance Questionnaire for evaluating legal service providers or contractors in government contract contexts. Trigger when the user needs vendor evaluation instruments, contractor performance reviews, past performance assessments, or due diligence questionnaires aligned with FAR requirements.
$ install --global
skillsauthnpx skillsauth add casemark/skills past-performance-questionnaireInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: Sep 3, 2026, 4:05 AM186.4s1 file scanned
SKILL.md
- name:
- past-performance-questionnaire
- language:
- en
- description:
- Drafts a Past Performance Questionnaire for evaluating legal service providers or contractors in government contract contexts. Trigger when the user needs vendor evaluation instruments, contractor performance reviews, past performance assessments, or due diligence questionnaires aligned with FAR requirements.
Past Performance Questionnaire
Produces a structured, legally defensible evaluation instrument for assessing historical performance of legal service providers or contractors, optimized for government procurement and regulatory compliance.
Quick Start
Gather before drafting:
- Evaluated entity — firm/contractor name, contract or engagement reference numbers
- Engagement scope — matter type, jurisdiction, timeframe, budget
- Evaluation purpose — procurement decision, renewal review, compliance audit
- Prior performance records — past evaluations, deliverable logs, correspondence
- Regulatory framework — FAR Part 42.15 for federal contracts, agency supplements, or org policy
Questionnaire Sections
1. Respondent Information
Collect in a structured form block:
- Full legal name, title/role, organization
- Contact info (email, phone)
- Relationship to evaluated entity (client, co-counsel, subcontractor, COR, etc.)
- Duration of professional relationship
- Professional credentials / bar number (if attorney)
2. Engagement Details
- Contract/matter number
- Matter type (litigation, transactional, regulatory, advisory)
- Jurisdiction(s) and period of performance (start/end)
- Contract value/budget (original and final)
- Scope of work summary (2–3 sentences)
- Key deliverables, final disposition/outcome
- Subcontractors involved (if applicable)
3. Performance Rating Matrix
Use a 5-point scale with behavioral anchors:
| Rating | Definition | |---|---| | 5 — Exceptional | Exceeded requirements; zero deficiencies; model for others | | 4 — Very Good | Exceeded some requirements; minor deficiencies promptly corrected | | 3 — Satisfactory | Met requirements; deficiencies did not impact outcomes | | 2 — Marginal | Did not meet some requirements; deficiencies required intervention | | 1 — Unsatisfactory | Failed to meet requirements; material deficiencies |
Rate each dimension (numeric score + minimum 2-sentence narrative):
- Quality of legal work product (accuracy, thoroughness, legal soundness)
- Timeliness (deadline adherence, responsiveness)
- Budget management (cost control, billing transparency, change orders)
- Communication (clarity, frequency, issue escalation)
- Professional conduct (ethics, confidentiality, conflicts management)
- Staffing/resource management (qualified personnel, continuity)
- Problem resolution (issue identification, corrective action, adaptability)
- Regulatory/compliance adherence (applicable rules, reporting, documentation)
4. Qualitative Assessment
Include four open-ended prompts:
- Strengths — specific examples of performance exceeding expectations
- Deficiencies — performance issues, corrective actions taken, and outcomes
- Relevance — comparability of this engagement to prospective scope in complexity and subject matter
- Rehire — whether respondent would engage this provider again for similar work, with rationale
5. Supporting Documentation
Request as applicable:
- Representative work samples (redacted as needed)
- Performance metrics or scorecards
- Correspondence documenting issues or commendations
- Third-party references with contact authorization
- Final deliverable acceptance records
Include instruction: "Redact privileged, classified, or proprietary information. Identify documents subject to protective order or confidentiality agreement."
6. Certification and Signature
Include a certification block with:
- Truth and accuracy attestation
- Consequence disclosure for false/misleading statements (per applicable policy)
- Authorization limiting use to stated evaluation purpose
- Signature, printed name, title, and date fields
For electronic submissions, add E-SIGN Act / UETA compliance language and specify acceptable signature methods.
Pitfalls and Checks
- FAR alignment: For federal procurements, verify compliance with FAR 42.1503 (evaluation standards) and FAR 15.305(a)(2) (source selection) — confirm current regulatory text before finalizing
- Objectivity: Frame prompts neutrally; require specific examples for any rating above 4 or below 3
- Bias mitigation: Use identical scales and prompts across all respondents for the same evaluation
- Privilege protection: Instruct respondents not to disclose attorney-client privileged communications; include a carve-out disclaimer
- Confidentiality: Mark completed questionnaires "Source Selection Sensitive" for government use; include handling instructions
- Recency: Flag engagements older than 3 years; note reduced relevance per standard practice
- Data retention: Specify retention period per agency policy or organizational requirements
Related Skills
casemark/medical-records-gap-analysis
tools
VerifiedTrustedCommunity
Audits the complete in-scope medical-record universe in a litigation matter and produces an attorney-facing, Bates-cited analysis of treatment gaps, missing records or providers, baseline coverage, material billing or production mismatches, and complaint evolution. Use when asked to find missing medical records, analyze treatment gaps or first-care timing, identify absent providers, assess whether a production is complete, or prepare a records-request target list. Use medical-record-chronology instead when the primary request is a chronological clinical narrative.
40SKILL.mdUpdated Sep 3, 2026
casemark/private-placement-memo
development
VerifiedTrustedCommunity
Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or private offering circulars for issuers raising capital from sophisticated investors. Also trigger when the user mentions private placement disclosure, offering memorandum, Reg D fundraising, or accredited investor verification. Even if the user just says "PPM" or "draft our offering memo," use this skill.
40SKILL.mdUpdated Apr 17, 2026
casemark/privacy-law-updates
data-ai
VerifiedTrustedCommunity
Generates structured privacy and data protection law briefings across US, EU, UK, and other jurisdictions. Organizes by jurisdiction with compliance deadlines, enforcement actions, and legislative changes. Use when preparing privacy law briefings, compliance updates, regulatory change summaries, or data protection landscape reviews.
40SKILL.mdUpdated Apr 17, 2026
casemark/prior-art-summary
testing
VerifiedTrustedCommunity
Generates structured summaries of prior art references for patent prosecution, validity analysis, and freedom-to-operate assessments. Maps disclosures to claim elements with precise citations. Use when summarizing prior art, analyzing patent landscapes, mapping references to claims, or preparing office action responses.
40SKILL.mdUpdated Apr 17, 2026